Mga Batayang Estadistika
| Pemilik Institusional | 135 total, 135 long only, 0 short only, 0 long/short - change of 15.25% MRQ |
| Alokasi Portofolio Rata-rata | 0.3936 % - change of -21.33% MRQ |
| Saham Institusional (Jangka Panjang) | 10,814,756 (ex 13D/G) - change of 2.47MM shares 29.61% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 541,335 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
BlackRock ETF Trust II - iShares AAA CLO Active ETF (US:CLOA) memiliki 135 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 10,814,756 saham. Pemegang saham terbesar meliputi BlackRock, Inc., LPL Financial LLC, Envestnet Asset Management Inc, Advocacy Wealth Management Services, LLC, Brookstone Capital Management, Pallas Capital Advisors LLC, Inspirion Wealth Advisors, Llc, CacheTech Inc., Bank Of America Corp /de/, and Adams Wealth Management .
Struktur kepemilikan institusional BlackRock ETF Trust II - iShares AAA CLO Active ETF (NasdaqGM:CLOA) 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 51.82 / share. Previously, on September 6, 2024, the share price was 51.77 / share. This represents an increase of 0.10% 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) |
|
|---|---|---|---|---|---|---|---|---|
| 2025-04-22 | BlackRock, Inc. | 1,201,765 | 0 | -100.00 | 0.00 | -100.00 | ||
| 2025-04-21 | BlackRock Portfolio Management LLC | 1,200,348 | 1,200,348 | 0.00 | 7.90 | 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-12 | 13F | BlackRock, Inc. | 1,222,022 | 1.81 | 63,447 | 2.08 | ||||
| 2025-08-14 | 13F | Comerica Bank | 1,741 | 170.76 | 90 | 172.73 | ||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 32,776 | 7.62 | 1,702 | 7.93 | ||||
| 2025-07-09 | 13F | Bulwark Capital Corp | 10,085 | 524 | ||||||
| 2025-08-08 | 13F | Gts Securities Llc | 4,091 | 212 | ||||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 442 | 23 | ||||||
| 2025-07-28 | 13F | Toews Corp /adv | 48,200 | 1.26 | 2,503 | 1.54 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 7,900 | 410 | ||||||
| 2025-07-23 | 13F | Heck Capital Advisors, LLC | 33,911 | 2.24 | 1,761 | 2.50 | ||||
| 2025-05-13 | 13F | Adams Wealth Management | 322,807 | 5.02 | 16,715 | 5.03 | ||||
| 2025-08-26 | NP | BLACKROCK BOND FUND, INC. - BlackRock Total Return Fund Investor A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 200,000 | 0.00 | 10,384 | 0.27 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 137 | 280.56 | 7 | 600.00 | ||||
| 2025-07-24 | 13F | Eastern Bank | 62 | 3 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 807,340 | 76.39 | 41,917 | 76.86 | ||||
| 2025-08-13 | 13F | Schroder Investment Management Group | 14,948 | -28.23 | 776 | -27.95 | ||||
| 2025-05-13 | 13F | CacheTech Inc. | 341,456 | 6.65 | 16,715 | 0.84 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 636 | 33 | ||||||
| 2025-06-26 | NP | BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 300,000 | 0.00 | 15,498 | -0.69 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 17,535 | 13.92 | 908 | 13.93 | ||||
| 2025-03-31 | NP | TUIFX - Toews Unconstrained Income Fund | 37,000 | 0.00 | 1,925 | 0.21 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 8,482 | 35.34 | 440 | 35.80 | ||||
| 2025-07-16 | 13F | Cox Capital Mgt LLC | 24,827 | 321.73 | 1,289 | 324.01 | ||||
| 2025-08-12 | 13F | Weaver Consulting Group | 18,600 | 0.76 | 966 | 1.05 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 113,746 | 93.70 | 5,906 | 94.24 | ||||
| 2025-08-15 | 13F | Prevail Innovative Wealth Advisors, Llc | 39,565 | 2,054 | ||||||
| 2025-05-14 | 13F | Orion Portfolio Solutions, LLC | 7,102 | 0.00 | 368 | 0.00 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 136,347 | 2.55 | 7,079 | 2.83 | ||||
| 2025-08-27 | NP | OHIO NATIONAL FUND INC - ON iShares Managed Risk Balanced Portfolio | 66,000 | 0.00 | 3,427 | 0.26 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 25,240 | -22.53 | 1,310 | -22.35 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 82 | 1.23 | 4 | 0.00 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 1,119,980 | 30.58 | 58,149 | 30.93 | ||||
| 2025-08-13 | 13F | Advocacy Wealth Management Services, LLC | 526,185 | 7.67 | 27,320 | 7.96 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 138 | 7 | ||||||
| 2025-07-17 | 13F | LifeGoal Wealth Advisors | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 20,763 | 27.44 | 1,078 | 27.88 | ||||
| 2025-07-08 | 13F | Goldstone Financial Group, LLC | 245,747 | 12,727 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 48,795 | 557.70 | 2,534 | 558.18 | ||||
| 2025-04-30 | 13F | Axxcess Wealth Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Ferguson Shapiro LLC | 150,768 | 87.77 | 7,828 | 88.28 | ||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Ohio National Investments, Inc. | 107,870 | -28.56 | 5,601 | -28.37 | ||||
| 2025-07-14 | 13F | Chris Bulman Inc | 10,043 | -6.05 | 521 | -5.79 | ||||
| 2025-04-29 | 13F | Element Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Triad Wealth Partners, LLC | 19,354 | 133.10 | 1,005 | 134.03 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 3,272 | 0.00 | 170 | 0.00 | ||||
| 2025-08-14 | 13F | STAR Financial Bank | 62,471 | 187.86 | 3,243 | 188.78 | ||||
| 2025-05-06 | 13F | Retirement Income Solutions, Inc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 9,938 | -29.21 | 515 | -29.10 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 475 | -97.56 | 25 | -97.62 | ||||
| 2025-08-11 | 13F | Traub Capital Management LLC | 1,355 | 70 | ||||||
| 2025-08-12 | 13F | Graham Capital Wealth Management, Llc | 8,466 | 20.09 | 440 | 20.27 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 1,431 | 0.00 | 0 | |||||
| 2025-08-05 | 13F | Huntington National Bank | 135 | 31.37 | ||||||
| 2025-08-11 | 13F | Elequin Capital Lp | 201 | 10 | ||||||
| 2025-08-15 | 13F | High Falls Advisors, Inc | 5,547 | 41.90 | 288 | 42.57 | ||||
| 2025-08-01 | 13F | Transcend Wealth Collective, Llc | 11,213 | -60.26 | 582 | -60.14 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 581 | 51.70 | 30 | 57.89 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 1,972 | 11.41 | 102 | 12.09 | ||||
| 2025-08-27 | NP | OHIO NATIONAL FUND INC - ON iShares Managed Risk Moderate Growth Portfolio | 14,870 | -74.36 | 772 | -74.29 | ||||
| 2025-07-23 | 13F | Charter Trust Co | 188,955 | 9,811 | ||||||
| 2025-08-07 | 13F | Proficio Capital Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | LGT Financial Advisors LLC | 1,529 | 99.87 | 79 | 102.56 | ||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 13,856 | 719 | ||||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 9,627 | 92.54 | 500 | 93.41 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 7,411 | -34.57 | 385 | -34.47 | ||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 2,235 | 116 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 294 | 15 | ||||||
| 2025-04-22 | 13F | Castleview Partners, Llc | 0 | -100.00 | 0 | |||||
| 2025-06-03 | 13F | Invst, LLC | 5,289 | -56.52 | 274 | -56.60 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Laffer Investments | 20,688 | -0.11 | 1,074 | 0.19 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 60,497 | 8.83 | 3,141 | 9.14 | ||||
| 2025-05-12 | 13F | Kohmann Bosshard Financial Services, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | Beacon Financial Group | 5,367 | 279 | ||||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 170,870 | 3.27 | 8,872 | 3.55 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 18,139 | 31.17 | 1 | |||||
| 2025-07-18 | 13F | Truist Financial Corp | 37,687 | -18.60 | 1,957 | -18.40 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 19,769 | 18.98 | 1,026 | 19.30 | ||||
| 2025-05-15 | 13F | Talon Private Wealth, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Aureus Asset Management, LLC | 66,403 | 8.79 | 3,448 | 9.08 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 506,401 | 1.31 | 26,292 | 1.59 | ||||
| 2025-07-23 | 13F | Elm3 Financial Group, LLC | 10,270 | -49.01 | 533 | -48.85 | ||||
| 2025-08-13 | 13F | Empire Financial Management Company, LLC | 10,715 | 4.17 | 556 | 4.51 | ||||
| 2025-08-13 | 13F | Quadrature Capital Ltd | 18,809 | 213.69 | 977 | 214.84 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 18,486 | 90.54 | 960 | 91.04 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 268,316 | 13,931 | ||||||
| 2025-08-04 | 13F | Impact Partnership Wealth, LLC | 12,478 | 648 | ||||||
| 2025-08-13 | 13F | Virtus Investment Advisers, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 45,002 | 81.76 | 2,337 | 82.22 | ||||
| 2025-05-05 | 13F | Hollencrest Capital Management | 0 | -100.00 | 0 | |||||
| 2025-04-29 | 13F | Pensionmark Financial Group, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Elwood & Goetz Wealth Advisory Group, LLC | 24,177 | 0.00 | 1,255 | 0.32 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 33,085 | 97.98 | 2 | |||||
| 2025-07-18 | 13F | Union Bancaire Privee, UBP SA | 9,615 | 0.00 | 499 | 0.40 | ||||
| 2025-08-14 | 13F | Icon Wealth Advisors, LLC | 8,584 | 64.41 | 446 | 64.81 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 8,102 | 421 | ||||||
| 2025-08-13 | 13F | Cary Street Partner Investment Advisory Llc | 1,780 | 0.00 | 92 | 0.00 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 6,126 | 318 | ||||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Optivise Advisory Services LLC | 16,509 | 0.73 | 857 | 1.06 | ||||
| 2025-08-26 | NP | PSFRX - Virtus Newfleet Senior Floating Rate Fund Class A | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 10,000 | 0.00 | 519 | 0.19 | ||||
| 2025-08-27 | NP | OHIO NATIONAL FUND INC - ON iShares Managed Risk Growth Portfolio | 27,000 | 0.00 | 1,402 | 0.21 | ||||
| 2025-07-29 | 13F | ODonnell Financial Services, LLC | 6,546 | 11.50 | 340 | 11.51 | ||||
| 2025-07-28 | 13F | WJ Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 18,822 | 1 | ||||||
| 2025-07-29 | 13F | Private Trust Co Na | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | JB Capital LLC | 29,302 | 135.93 | 1,521 | 136.55 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 2,240 | 77.08 | 116 | 78.46 | ||||
| 2025-07-09 | 13F | Pallas Capital Advisors LLC | 477,253 | 9.62 | 24,779 | 9.91 | ||||
| 2025-08-28 | NP | BlackRock Funds V - BlackRock Core Bond Portfolio Investor A Shares | 100,000 | 0.00 | 5,192 | 0.27 | ||||
| 2025-08-05 | 13F | Allstate Corp | 10,000 | 519 | ||||||
| 2025-07-09 | 13F | Breakwater Capital Group | 9,646 | -12.02 | 501 | -11.82 | ||||
| 2025-07-16 | 13F | BOS Asset Management, LLC | 14,485 | 0.00 | 752 | 0.27 | ||||
| 2025-07-23 | 13F | Mainsail Asset Management, Llc | 67,078 | 42.64 | 3,483 | 43.06 | ||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 40 | 100.00 | 2 | 100.00 | ||||
| 2025-08-28 | NP | BlackRock Funds V - BlackRock Credit Strategies Income Fund Investor A Shares | 300,000 | 0.00 | 15,576 | 0.27 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 924 | -22.61 | 48 | -22.95 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 188,762 | 28.01 | 9,801 | 28.36 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 144,383 | 99.76 | 7,496 | 100.32 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 27,504 | -2.52 | 1,428 | -2.26 | ||||
| 2025-07-22 | 13F | Kickstand Ventures, Llc. | 110,557 | 2.18 | 5,740 | 2.46 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 10,020 | 520 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 254,647 | 58.77 | 13,221 | 59.21 | ||||
| 2025-07-22 | 13F | Duncan Williams Asset Management, LLC | 110,557 | 5,740 | ||||||
| 2025-08-11 | 13F | Cascade Wealth Advisors, Inc | 139,689 | 34.43 | 7,228 | 35.39 | ||||
| 2025-08-12 | 13F | Twin Focus Capital Partners, Llc | 5,750 | 299 | ||||||
| 2025-07-18 | 13F | SigFig Wealth Management, LLC | 4,617 | 240 | ||||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 122 | 6 | ||||||
| 2025-07-31 | 13F | Briaud Financial Planning, Inc | 733 | 0 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 104,351 | 44.11 | 5 | 66.67 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 7,086 | 368 | ||||||
| 2025-08-12 | 13F | Landing Point Financial Group, LLC | 241,960 | 4.57 | 12,563 | 4.86 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 328,907 | 33,634.05 | 17,077 | 34,052.00 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 0 | -100.00 | 0 | |||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 49,517 | 8.64 | 2,571 | 8.90 | ||||
| 2025-08-28 | NP | BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares | 300,000 | 0.00 | 15,576 | 0.27 | ||||
| 2025-07-17 | 13F | Centennial Wealth Advisory LLC | 25,934 | 32.03 | 1,347 | 32.35 | ||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 8,062 | 48.17 | 419 | 48.75 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 74,671 | 28.17 | 3,877 | 28.51 | ||||
| 2025-06-26 | NP | BlackRock ETF Trust II - iShares BBB-B CLO Active ETF | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 3,949 | 0.00 | 205 | 0.49 | ||||
| 2025-08-07 | 13F | Nwam Llc | 11,048 | 20.60 | 573 | 20.89 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 5,644 | 18.97 | 293 | 19.59 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 189,488 | 81.12 | 10 | 80.00 | ||||
| 2025-07-09 | 13F | Triumph Capital Management | 27,911 | 2.04 | 1,449 | 2.33 | ||||
| 2025-08-12 | 13F | Insigneo Advisory Services, Llc | 4,795 | 249 | ||||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 83,452 | 136.23 | 4,333 | 136.85 | ||||
| 2025-07-18 | 13F | Parsons Capital Management Inc/ri | 46,720 | -9.81 | 2,426 | -9.58 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 31,062 | 0.00 | 1,613 | 0.25 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 22,325 | -24.86 | 1,159 | -24.64 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-09 | 13F | Heritage Family Offices, LLP | 16,187 | 0.31 | 838 | 0.24 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 83,789 | 18.24 | 4,350 | 18.56 | ||||
| 2025-07-09 | 13F | Inspirion Wealth Advisors, Llc | 435,635 | 22,618 |
