Mga Batayang Estadistika
| Pemilik Institusional | 154 total, 154 long only, 0 short only, 0 long/short - change of -2.53% MRQ |
| Alokasi Portofolio Rata-rata | 0.6750 % - change of 0.97% MRQ |
| Saham Institusional (Jangka Panjang) | 13,602,279 (ex 13D/G) - change of 1.47MM shares 12.09% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 690,413 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
VanEck ETF Trust - VanEck CLO ETF (US:CLOI) memiliki 154 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 13,602,279 saham. Pemegang saham terbesar meliputi LPL Financial LLC, Capital Investment Advisors, LLC, Independence Asset Advisors, LLC, Syon Capital Llc, Orion Portfolio Solutions, LLC, Brinker Capital Investments, LLC, TRUE Private Wealth Advisors, Ferguson Shapiro LLC, WealthPlan Investment Management, LLC, and HighTower Advisors, LLC .
Struktur kepemilikan institusional VanEck ETF Trust - VanEck CLO ETF (ARCA:CLOI) 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 52.89 / share. Previously, on September 6, 2024, the share price was 52.78 / share. This represents an increase of 0.21% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-05-16 | 13F/A | Kestra Investment Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Financial Advisory Corp /ut/ /adv | 16,913 | 14.38 | 1 | |||||
| 2025-08-08 | 13F | Gts Securities Llc | 9,194 | -71.44 | 487 | -71.43 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 0 | -100.00 | 0 | |||||
| 2025-07-08 | 13F | Goldstone Financial Group, LLC | 4,061 | 215 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 26,230 | 1,475.38 | 1,391 | 1,497.70 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 2,627 | 0.96 | 139 | 2.21 | ||||
| 2025-03-12 | 13F | Centaurus Financial, Inc. | 0 | -100.00 | 0 | |||||
| 2025-05-02 | 13F | Kingsview Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 11,695 | 619 | ||||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 246,417 | 48.06 | 13,048 | 48.57 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 33,360 | -65.39 | 1,766 | -65.32 | ||||
| 2025-08-06 | 13F | Stonebridge Financial Planning Group, LLC | 18,626 | 73.14 | 986 | 73.59 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 52,487 | 2,779 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 5,185 | 0.00 | 275 | 0.37 | ||||
| 2025-08-05 | 13F | K.J. Harrison & Partners Inc | 0 | -100.00 | 0 | |||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | PCG Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-24 | 13F | Lokken Investment Group LLC | 142,469 | 2.81 | 7,544 | 3.02 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 10,572 | 560 | ||||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 5,001 | -44.50 | 265 | -44.54 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Cwm, Llc | 254 | 1.20 | 0 | |||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 23,956 | 1,268 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 11,155 | 1 | ||||||
| 2025-08-12 | 13F | Integras Partners LLC | 81,858 | -42.33 | 4,334 | -42.21 | ||||
| 2025-07-30 | 13F | TFB Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Mariner, LLC | 55,077 | 2,916 | ||||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 21,634 | -15.54 | 1,146 | -15.37 | ||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | -100.00 | 0 | |||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 300 | 0.00 | 16 | 0.00 | ||||
| 2025-08-11 | 13F | TRUE Private Wealth Advisors | 360,791 | 4.06 | 19,104 | 4.27 | ||||
| 2025-08-15 | 13F | Global View Capital Management LLC | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Proficio Capital Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Transce3nd, LLC | 822 | -23.11 | 44 | -23.21 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 55,364 | 181.42 | 2,932 | 182.10 | ||||
| 2025-07-16 | 13F | Castleview Partners, Llc | 38,841 | -11.26 | 2,057 | -11.07 | ||||
| 2025-07-10 | 13F | CWC Advisors, LLC. | 126,171 | 1.21 | 6,681 | 1.43 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 79,564 | -1.69 | 4,213 | -1.50 | ||||
| 2025-08-13 | 13F | Coco Enterprises, LLC | 46,792 | 4.91 | 2,478 | 7.46 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 10,551 | -71.00 | 559 | -70.97 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 9,949 | 1,134.37 | 527 | 1,152.38 | ||||
| 2025-08-12 | 13F | Wayfinding Financial, LLC | 54,504 | -37.80 | 3 | -50.00 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 115,680 | 1,592.71 | 6,125 | 1,596.68 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 301,713 | 15.58 | 15,976 | 15.82 | ||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 5,606 | 21.79 | 296 | 22.31 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 57,835 | -17.88 | 3,062 | -17.71 | ||||
| 2025-07-30 | 13F | LifeWealth Investments, LLC | 5,588 | -6.56 | 296 | -6.35 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 4,618 | 24.24 | 244 | 23.98 | ||||
| 2025-08-01 | 13F | Wealth Watch Advisors, INC | 6,012 | 5.60 | 318 | 6.00 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 8,398 | -8.05 | 445 | -7.88 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 2,923 | -98.54 | 155 | -98.54 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 7,561 | 400 | ||||||
| 2025-08-12 | 13F | Allen Capital Group, LLC | 37,321 | 14.99 | 1,976 | 15.29 | ||||
| 2025-08-13 | 13F | PineBridge Investments, L.P. | 271,852 | 14,395 | ||||||
| 2025-07-28 | 13F | Kiker Wealth Management, LLC | 1,407 | 2.18 | 75 | 2.78 | ||||
| 2025-08-01 | 13F | Ferguson Shapiro LLC | 323,062 | 98.19 | 17,106 | 98.61 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 176,198 | -20.96 | 9,330 | -20.80 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 154,672 | 8,185 | ||||||
| 2025-07-23 | 13F | WESPAC Advisors, LLC | 6,472 | -89.18 | 343 | -89.17 | ||||
| 2025-07-31 | 13F | Trademark Financial Management, LLC | 82,488 | -7.24 | 4,368 | -7.05 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 100,010 | 5 | ||||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | Breakwater Capital Group | 34,335 | 1,818 | ||||||
| 2025-04-23 | 13F | SFG Wealth Management, LLC. | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Financial Management Network Inc | 79,320 | -1.64 | 4,198 | 0.02 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 71,200 | -85.33 | 3,760 | -85.34 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 25,633 | 0.19 | 1,357 | 0.44 | ||||
| 2025-08-14 | 13F | RMB Capital Management, LLC | 165,842 | 1.96 | 8,781 | 2.18 | ||||
| 2025-07-09 | 13F | VisionPoint Advisory Group, LLC | 24,470 | -1.81 | 1,296 | -1.60 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 201,040 | -2.53 | 11 | 0.00 | ||||
| 2025-08-06 | 13F | Black Swift Group, LLC | 22,435 | -26.65 | 1,188 | -26.55 | ||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 52,419 | 5.23 | 2,776 | 5.43 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 635,803 | -2.03 | 33,666 | -1.83 | ||||
| 2025-07-15 | 13F | Heritage Oak Wealth Advisors Llc | 11,976 | -78.38 | 634 | -78.34 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 10,487 | 9.71 | 555 | 9.90 | ||||
| 2025-07-29 | 13F | Creekside Partners | 3,943 | 209 | ||||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | FLP Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 210,615 | -11.74 | 11,152 | -11.56 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 5,517 | 292 | ||||||
| 2025-05-08 | 13F | NorthRock Partners, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-18 | 13F | B.O.S.S. Retirement Advisors, LLC | 18,973 | -26.90 | 1,005 | -26.77 | ||||
| 2025-08-07 | 13F | Ascension Capital Advisors, Inc. | 4,039 | 214 | ||||||
| 2025-08-28 | NP | SSIZX - Sierra Tactical Core Income Fund Class A Shares | 265,100 | 951.98 | 14,037 | 952.25 | ||||
| 2025-07-14 | 13F | IronOak Wealth LLC. | 39,515 | -34.50 | 2,092 | -34.28 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 1,541 | -8.00 | 82 | -7.95 | ||||
| 2025-08-04 | 13F | Deseret Mutual Benefit Administrators | 211,990 | 23.46 | 11,225 | 23.72 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 1,250 | 66 | ||||||
| 2025-07-25 | 13F | Richardson Financial Services Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Trustmark National Bank Trust Department | 14,779 | 3.30 | 783 | 3.58 | ||||
| 2025-08-14 | 13F | Syon Capital Llc | 791,212 | -7.13 | 41,895 | -6.93 | ||||
| 2025-08-15 | 13F | Sugar Maple Asset Management, LLC | 72,685 | 3.46 | 3,849 | 3.66 | ||||
| 2025-08-01 | 13F | Winebrenner Capital Management Llc | 12,138 | 41.80 | 643 | 42.04 | ||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 205 | 0.00 | 0 | |||||
| 2025-07-14 | 13F | Sentinel Pension Advisors Inc | 154,157 | 828.88 | 8,163 | 831.74 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 14 | 1,300.00 | 1 | |||||
| 2025-07-10 | 13F | Redhawk Wealth Advisors, Inc. | 7,633 | -98.80 | 404 | -98.80 | ||||
| 2025-08-14 | 13F | Clark Capital Management Group, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Portside Wealth Group, LLC | 5,682 | 26.66 | 301 | 26.58 | ||||
| 2025-07-29 | 13F | Independence Asset Advisors, LLC | 1,099,620 | 547.57 | 58,218 | 549.39 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 149,481 | 7.31 | 7,915 | 7.54 | ||||
| 2025-08-08 | 13F/A | Sterling Capital Management LLC | 9 | -25.00 | 0 | |||||
| 2025-08-12 | 13F | MAI Capital Management | 10,721 | 48.20 | 568 | 48.43 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-20 | 13F/A | Colony Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 32,227 | 256.26 | 1,706 | 256.90 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Milestone Asset Management, Llc | 16,872 | -7.18 | 893 | -6.98 | ||||
| 2025-08-11 | 13F | Pineridge Advisors LLC | 134 | -26.37 | 7 | -22.22 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-04 | 13F | Impact Partnership Wealth, LLC | 12,592 | 667 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 32,574 | 2 | ||||||
| 2025-08-14 | 13F | Fwl Investment Management, Llc | 216 | 0.00 | 11 | 0.00 | ||||
| 2025-07-17 | 13F | Raleigh Capital Management Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Paradigm Financial Partners, Llc | 16,371 | 27.45 | 867 | 27.73 | ||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 2,082 | -22.14 | 110 | -21.99 | ||||
| 2025-08-14 | 13F | Van Eck Associates Corp | 452 | 0.00 | 0 | |||||
| 2025-07-16 | 13F | RWM Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Balboa Wealth Partners | 6,273 | -5.61 | 332 | -5.41 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 6,455 | -9.05 | 342 | -8.82 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 3,345 | 177 | ||||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 11,374 | 20.49 | 602 | 20.88 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 95 | -73.76 | 5 | -73.68 | ||||
| 2025-07-28 | 13F | WealthPLAN Partners, LLC | 166,043 | -13.95 | 8,792 | -13.77 | ||||
| 2025-07-23 | 13F | REAP Financial Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 153,503 | 28.49 | 8,128 | 28.75 | ||||
| 2025-07-15 | 13F | Sheets Smith Wealth Management | 4,500 | -6.25 | 238 | -5.93 | ||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 4,770 | -71.14 | 253 | -71.13 | ||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 90 | 5 | ||||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 11,893 | 0.21 | 630 | 0.32 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 65,643 | 6.12 | 3,476 | 6.33 | ||||
| 2025-08-05 | 13F | Optivise Advisory Services LLC | 11,702 | 10.58 | 620 | 10.73 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 3,775 | 200 | ||||||
| 2025-07-30 | 13F | Brookstone Capital Management | 286,458 | -4.48 | 15,168 | -4.28 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 5 | -99.99 | 0 | -100.00 | ||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 312,471 | 20.98 | 16,545 | 21.23 | ||||
| 2025-07-14 | 13F | Iams Wealth Management, Llc | 11,981 | -7.74 | 634 | -7.58 | ||||
| 2025-08-14 | 13F | Advisor OS, LLC | 38,737 | 33.59 | 2,051 | 33.88 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 94,327 | -5.59 | 5 | -20.00 | ||||
| 2025-07-29 | 13F | Mattson Financial Services, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 648,991 | -2.11 | 34,293 | -1.98 | ||||
| 2025-07-16 | 13F | Maridea Wealth Management LLC | 134,247 | 0.33 | 7,108 | 0.54 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 27,337 | -4.47 | 1 | 0.00 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 4,231 | 36.09 | 224 | 36.59 | ||||
| 2025-05-09 | 13F | GeoWealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | BEAM Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 86,777 | 27.40 | 4,595 | 27.65 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 14,615 | -5.53 | 774 | -5.39 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Elequin Capital Lp | 4,084 | 216 | ||||||
| 2025-05-13 | 13F | CacheTech Inc. | 26,280 | 3.52 | 1,389 | 3.66 | ||||
| 2025-08-14 | 13F | Harvest Investment Services, LLC | 178,345 | -4.85 | 9,443 | -4.65 | ||||
| 2025-05-13 | 13F | Adams Wealth Management | 26,280 | 3.52 | 1,389 | 3.66 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 26,867 | -0.71 | 1,427 | 0.42 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 1,313,075 | 2.32 | 69,527 | 2.54 | ||||
| 2025-07-14 | 13F | Chris Bulman Inc | 8,852 | -3.93 | 469 | -3.70 | ||||
| 2025-07-08 | 13F | Gradient Investments LLC | 277,737 | 0.77 | 14,706 | 0.99 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 17,086 | 25.07 | 905 | 25.38 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 14 | 0.00 | 1 | |||||
| 2025-08-08 | 13F | Crossmark Global Holdings, Inc. | 29,012 | -0.68 | 1,537 | -0.58 | ||||
| 2025-07-14 | 13F | Cathy Pareto & Associates, Inc | 20,916 | 40.14 | 1,108 | 40.48 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 78,881 | 4,170 | ||||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 278 | 15 | ||||||
| 2025-08-07 | 13F | Mosaic Financial Group, Llc | 7,062 | 33.27 | 0 | |||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 1,286,977 | 14.65 | 68,145 | 14.89 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 14,446 | 1 | ||||||
| 2025-04-17 | 13F | Authentikos Wealth Advisory, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Comerica Bank | 612 | -17.85 | 32 | -17.95 | ||||
| 2025-08-14 | 13F | UBS Group AG | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | FSA Wealth Management LLC | 1,200 | 0.00 | 64 | 0.00 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 99,291 | 139.58 | 5,252 | 139.93 | ||||
| 2025-04-21 | 13F | PSI Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Spire Wealth Management | 55 | 1.85 | 3 | 0.00 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 45,346 | 2,401 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 276 | 1.47 | 15 | 0.00 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 375 | 0.00 | 20 | 0.00 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 97,391 | -0.60 | 5,157 | -0.41 | ||||
| 2025-08-25 | 13F | Fulcrum Equity Management | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 8,217 | -7.15 | 435 | -6.85 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 28,055 | -61.42 | 1,486 | -61.35 | ||||
| 2025-08-12 | 13F | Richmond Investment Services, LLC | 44,554 | 113.10 | 2,359 | 113.68 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 4,398 | -6.86 | 233 | -6.83 | ||||
| 2025-07-08 | 13F | Lowe Wealth Advisors, LLC | 10,411 | 4.43 | 551 | 4.75 | ||||
| 2025-08-15 | 13F/A | Symphony Financial, Ltd. Co. | 12,145 | 642 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 459 | 129.50 | 24 | 140.00 | ||||
| 2025-08-12 | 13F | TCP Asset Management, LLC | 34,666 | 2.06 | 1,836 | 2.29 | ||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 27,863 | 20.99 | 1,474 | 21.22 |
