Mga Batayang Estadistika
| Pemilik Institusional | 443 total, 443 long only, 0 short only, 0 long/short - change of 0.68% MRQ |
| Alokasi Portofolio Rata-rata | 0.4055 % - change of -15.03% MRQ |
| Saham Institusional (Jangka Panjang) | 77,452,580 (ex 13D/G) - change of 2.84MM shares 3.81% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 3,096,721 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
First Trust Exchange-Traded Fund - First Trust Morningstar Dividend Leaders Index Fund (US:FDL) memiliki 443 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 77,452,580 saham. Pemegang saham terbesar meliputi LPL Financial LLC, Morgan Stanley, Raymond James Financial Inc, Ameriprise Financial Inc, Wells Fargo & Company/mn, Bank Of America Corp /de/, UBS Group AG, Royal Bank Of Canada, Cetera Investment Advisers, and Stifel Financial Corp .
Struktur kepemilikan institusional First Trust Exchange-Traded Fund - First Trust Morningstar Dividend Leaders Index Fund (ARCA:FDL) 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 43.96 / share. Previously, on September 9, 2024, the share price was 41.40 / share. This represents an increase of 6.18% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 12,460 | -2.24 | 1 | |||||
| 2025-08-11 | 13F | Pineridge Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 81,218 | -28.37 | 3,401 | -30.96 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 19,790 | -1.51 | 829 | -5.05 | ||||
| 2025-08-14 | 13F | Headlands Technologies LLC | 333 | 14 | ||||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 15,204 | -0.97 | 637 | -4.50 | ||||
| 2025-07-16 | 13F | Moisand Fitzgerald Tamayo, LLC | 925 | 0.00 | 39 | -5.00 | ||||
| 2025-08-08 | 13F | Creative Planning | 427,638 | -72.56 | 17,905 | -73.55 | ||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 200 | 0.00 | 8 | 0.00 | ||||
| 2025-08-07 | 13F | Nwam Llc | 20,446 | -0.55 | 874 | -2.24 | ||||
| 2025-07-29 | 13F | Monument Group Wealth Advisors, LLC | 10,350 | 0.00 | 433 | -3.56 | ||||
| 2025-08-11 | 13F | Sykon Capital Llc | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 65,734 | -19.52 | 2,752 | -22.44 | ||||
| 2025-08-05 | 13F | Fortress Wealth Group, LLC | 10,603 | 0.03 | 447 | 2.52 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 46,489 | 38.70 | 2 | 0.00 | ||||
| 2025-08-07 | 13F | PFG Advisors | 14,070 | 88.30 | 1,300 | 300.93 | ||||
| 2025-07-31 | 13F | Topsail Wealth Management, LLC | 9,985 | -2.73 | 418 | -6.07 | ||||
| 2025-08-08 | 13F | WealthTrust Asset Management, LLC | 6,540 | -20.26 | 274 | -23.31 | ||||
| 2025-08-14 | 13F | Paragon Private Wealth Management, LLC | 9,929 | 0.00 | 416 | -3.71 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 350 | 0.00 | 15 | -6.67 | ||||
| 2025-07-17 | 13F | PMG Wealth Management, Inc. | 71,393 | 2,989 | ||||||
| 2025-07-23 | 13F | RiverTree Advisors, LLC | 57,028 | 2,388 | ||||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 3,313 | 1.10 | 139 | -2.82 | ||||
| 2025-08-11 | 13F | Hexagon Capital Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Catalyst Financial Partners Llc | 5,000 | -30.16 | 209 | -32.58 | ||||
| 2025-08-14 | 13F | Harvest Investment Services, LLC | 131,528 | 2.67 | 5,507 | -1.04 | ||||
| 2025-07-14 | 13F | Financial Harvest, LLC | 9,063 | 553.42 | 379 | 60.59 | ||||
| 2025-08-13 | 13F | Maia Wealth LLC | 46,337 | 55.62 | 1,940 | 62.75 | ||||
| 2025-08-15 | 13F | Global View Capital Management LLC | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 7,452 | 6.59 | 312 | 2.97 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 175,631 | 23.86 | 7,531 | 22.28 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 1,983 | 134.40 | 83 | 144.12 | ||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 1,185 | 17.91 | 50 | 13.95 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 11,850,795 | 10.34 | 496,193 | 6.35 | ||||
| 2025-07-02 | 13F | Crumly & Associates Inc. | 20,005 | -13.96 | 838 | -17.13 | ||||
| 2025-08-15 | 13F | Puff Wealth Management, Llc | 7,054 | 0.41 | 295 | -3.28 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 181,480 | -15.70 | 7,599 | -18.75 | ||||
| 2025-08-01 | 13F | Liberty Wealth Management Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 12,091 | 0.00 | 506 | -3.62 | ||||
| 2025-08-11 | 13F | Forge Financial Services LLC | 67,030 | -3.61 | 2,843 | -5.89 | ||||
| 2025-08-13 | 13F | Keystone Financial Group | 14,075 | -0.75 | 589 | -4.38 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 15,839 | 5.01 | 663 | 1.22 | ||||
| 2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 106,874 | 185.73 | 4,475 | 175.49 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 19,118 | 1.53 | 800 | -2.08 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 5,054 | -0.22 | 212 | -4.09 | ||||
| 2025-07-25 | 13F | Lion Street Advisors, LLC | 15,569 | 23.04 | 652 | 18.58 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 18,452 | -6.19 | 773 | -9.60 | ||||
| 2025-07-28 | 13F | Copia Wealth Management | 318 | 0.00 | 13 | 0.00 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 936,939 | 2.99 | 39 | 0.00 | ||||
| 2025-07-15 | 13F | McAdam, LLC | 227,660 | -1.12 | 9,532 | -4.69 | ||||
| 2025-07-14 | 13F | Clear Harbor Asset Management, LLC | 6,625 | -4.74 | 277 | -8.28 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 209,021 | -3.07 | 8,752 | -6.58 | ||||
| 2025-07-10 | 13F | Kmg Fiduciary Partners, Llc | 24,773 | 1.99 | 1,037 | -1.71 | ||||
| 2025-07-30 | 13F | Principle Wealth Partners Llc | 7,260 | 0.00 | 304 | -3.81 | ||||
| 2025-08-05 | 13F | Integrity Financial Corp /WA | 7,540 | 0.00 | 316 | -3.67 | ||||
| 2025-07-23 | 13F | BankPlus Trust Department | 110 | 0.00 | 5 | 0.00 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 17,557 | -0.96 | 735 | -4.55 | ||||
| 2025-07-29 | 13F | Huntleigh Advisors, Inc. | 7,129 | -10.71 | 298 | -13.87 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 6,188 | 0.70 | 269 | 7.63 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 30,423 | -5.22 | 1,274 | -8.68 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 16,247 | 30.40 | 680 | 25.69 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 10,354 | -21.45 | 434 | -24.30 | ||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 78,961 | -0.66 | 3,407 | -1.30 | ||||
| 2025-08-07 | 13F | Sound View Wealth Advisors Group, LLC | 19,644 | 0.74 | 822 | -2.95 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Comprehensive Financial Consultants Institutional, Inc. | 53,222 | -1.11 | 2,228 | -4.66 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 5,049 | 8.63 | 211 | 4.98 | ||||
| 2025-07-25 | 13F | Priebe Wealth Holdings LLC | 23,612 | 6.23 | 989 | 2.38 | ||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 1,263,811 | 18.19 | 52,916 | 13.92 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 4,787 | 0.00 | 200 | -3.38 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 38,725 | 0.45 | 1,622 | -3.17 | ||||
| 2025-07-21 | 13F | Monticello Wealth Management, Llc | 39,047 | -1.58 | 1,635 | -5.17 | ||||
| 2025-08-14 | 13F | Fmr Llc | 27,482 | 3.79 | 1,151 | 0.00 | ||||
| 2025-07-30 | 13F | Sterling Investment Management, Inc. | 5,800 | 0.00 | 243 | -3.59 | ||||
| 2025-04-28 | 13F | Keybank National Association/oh | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Mascoma Wealth Management LLC | 691 | 0.00 | 29 | -6.67 | ||||
| 2025-08-06 | 13F | Tradewinds, LLC. | 11,432 | 479 | ||||||
| 2025-08-12 | 13F/A | Cozad Asset Management Inc | 158,751 | 0.59 | 6,647 | -3.05 | ||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 8,800 | 0.00 | 382 | 7.91 | ||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 3,887 | 0.93 | 163 | 4.52 | ||||
| 2025-08-11 | 13F | Promethium Advisors,llc | 8,525 | 357 | ||||||
| 2025-08-11 | 13F | Plotkin Financial Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Brighton Jones Llc | 6,349 | 0.81 | 266 | -2.93 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 11,173 | 0.00 | 468 | -3.71 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 658 | 28 | ||||||
| 2025-08-14 | 13F | Blue Capital, Inc. | 29,905 | 1,252 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 126,331 | 20.53 | 5,289 | 16.19 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 2,057,022 | 13.66 | 86,126 | 9.55 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 22,117 | 56.29 | 926 | 50.81 | ||||
| 2025-07-17 | 13F | Raleigh Capital Management Inc. | 1,222 | 0.91 | 51 | -1.92 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 6,208 | 260 | ||||||
| 2025-08-05 | 13F | Key FInancial Inc | 283 | 0.00 | 12 | -8.33 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 49,196 | -37.28 | 2,060 | -36.76 | ||||
| 2025-08-18 | 13F | Tyler-Stone Wealth Management | 9,995 | 2.46 | 419 | -1.18 | ||||
| 2025-07-16 | 13F | Lloyd Advisory Services, LLC. | 0 | -100.00 | 0 | |||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 898 | 0.00 | 38 | -5.13 | ||||
| 2025-08-14 | 13F | Win Advisors, Inc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Gen-Wealth Partners Inc | 1,900 | 0.00 | 80 | -3.66 | ||||
| 2025-07-23 | 13F | REAP Financial Group, LLC | 12,358 | -4.30 | 517 | -7.68 | ||||
| 2025-08-14 | 13F | Icon Wealth Advisors, LLC | 19,620 | 0.00 | 821 | -3.64 | ||||
| 2025-08-14 | 13F | Salzhauer Michael | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 4,888 | -0.14 | 205 | -3.77 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 173,288 | 0.07 | 7,256 | 2.97 | ||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 18,125 | -27.86 | 759 | -30.52 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 12,593 | 2.41 | 527 | -1.31 | ||||
| 2025-07-24 | 13F | Moseley Investment Management Inc | 12,681 | 0.00 | 531 | -3.64 | ||||
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 1,000 | 0.00 | 42 | -4.65 | ||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 2,391 | 0.00 | 0 | |||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 295 | 0.00 | 12 | 0.00 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 98 | 0.00 | 4 | 0.00 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 150,000 | 938.06 | 6,280 | 901.59 | ||||
| 2025-07-17 | 13F | Global Trust Asset Management, LLC | 400 | -60.00 | 17 | -62.79 | ||||
| 2025-08-13 | 13F | Trustmark National Bank Trust Department | 17,000 | 70.00 | 712 | 63.82 | ||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 324 | 3,140.00 | 14 | |||||
| 2025-08-13 | 13F | Dana Investment Advisors, Inc. | 28,144 | 1,178 | ||||||
| 2025-08-14 | 13F | Betterment LLC | 10,219 | 78.65 | 0 | |||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 18,785 | 6.63 | 787 | 2.75 | ||||
| 2025-08-14 | 13F | Tudor Investment Corp Et Al | 4,817 | -74.19 | 202 | -75.19 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 30,438 | 154.71 | 1,274 | 145.47 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 20,975 | 106.96 | 878 | 99.55 | ||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 6,873 | 3.70 | 288 | 0.00 | ||||
| 2025-07-22 | 13F | Accel Wealth Management | 14,283 | -2.05 | 598 | -5.53 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 1,783,853 | 0.56 | 74,601 | 4.98 | ||||
| 2025-08-08 | 13F | TD Capital Management LLC | 138 | 0.73 | 6 | 0.00 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 2,075,810 | 11.47 | 86,914 | 7.44 | ||||
| 2025-08-06 | 13F | SNS Financial Group, LLC | 84,508 | -1.69 | 3,538 | -5.25 | ||||
| 2025-07-09 | 13F | First Financial Corp /in/ | 1,875 | 0.00 | 79 | -3.70 | ||||
| 2025-07-16 | 13F | TOWER TRUST & INVESTMENT Co | 368 | 0.00 | 15 | 0.00 | ||||
| 2025-07-15 | 13F | tru Independence LLC | 17,217 | -9.48 | 721 | -12.83 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 3,066,287 | 9.34 | 128,385 | 5.38 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 80,894 | 3,451 | ||||||
| 2025-07-14 | 13F | Iams Wealth Management, Llc | 12,337 | -1.49 | 517 | -4.97 | ||||
| 2025-05-16 | 13F | Capital & Planning, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 7,696 | 322 | ||||||
| 2025-07-14 | 13F | Lighthouse Wealth Management Inc. | 13,057 | 547 | ||||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 261,823 | 40.84 | 10,963 | 37.82 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 76,809 | -2.06 | 3,216 | -5.58 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 651,832 | 8.53 | 27,292 | 4.61 | ||||
| 2025-08-12 | 13F | Bokf, Na | 1,200 | 50 | ||||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 124,971 | 4.00 | 5,233 | 0.25 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 95,532 | -20.30 | 4,000 | -23.18 | ||||
| 2025-05-15 | 13F | Aqr Capital Management Llc | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 669 | 28 | ||||||
| 2025-07-29 | 13F | Regions Financial Corp | 6,527 | -8.17 | 273 | -11.36 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 407 | -26.93 | 17 | -29.17 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 35,137 | 6.49 | 1,471 | 2.65 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 9,265 | 2.77 | 388 | -1.02 | ||||
| 2025-08-13 | 13F | Proactive Wealth Strategies LLC | 77,732 | 0.73 | 3 | 0.00 | ||||
| 2025-07-17 | 13F | Neumann Capital Management, LLC | 27,750 | 59.03 | 1,162 | 53.17 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 121 | 0.00 | 0 | -100.00 | ||||
| 2025-07-10 | 13F | Oldfather Financial Services, LLC | 8,636 | 0.00 | 362 | -3.73 | ||||
| 2025-08-04 | 13F | L.m. Kohn & Company | 6,275 | 0.00 | 263 | -3.68 | ||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 107 | 0.00 | 4 | 0.00 | ||||
| 2025-08-11 | 13F | Compass Capital Corp /ma/ /adv | 0 | -100.00 | 0 | |||||
| 2025-04-01 | 13F | Massmutual Trust Co Fsb/adv | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 38,485 | -77.36 | 1,611 | -78.18 | ||||
| 2025-07-30 | 13F | BlueChip Wealth Advisors LLC | 186,226 | 1.16 | 7,797 | -2.49 | ||||
| 2025-07-09 | 13F | Key Client Fiduciary Advisors, LLC | 180,856 | 0.71 | 7,572 | -2.94 | ||||
| 2025-08-05 | 13F | Prosperity Consulting Group, LLC | 124,626 | 10.95 | 5,218 | 6.95 | ||||
| 2025-08-06 | 13F | Eukles Asset Management | 150 | 6 | ||||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 37,305 | 19.47 | 1,562 | 15.12 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 107,232 | 79.91 | 4,490 | 73.39 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 6,481 | 10.65 | 271 | 6.69 | ||||
| 2025-07-15 | 13F | North Star Investment Management Corp. | 855 | 0.00 | 36 | -5.41 | ||||
| 2025-07-16 | 13F | Formidable Asset Management, LLC | 32,232 | 0.00 | 1,400 | 0.00 | ||||
| 2025-08-12 | 13F | PKS Advisory Services, LLC | 46,654 | -0.63 | 1,953 | -4.22 | ||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 564 | 24 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 7,839,026 | 4.86 | 328,220 | 1.07 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 1,452 | 61 | ||||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 31,720 | 1.19 | 1,328 | -2.42 | ||||
| 2025-04-30 | 13F | Axxcess Wealth Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 29,712 | -44.49 | 1,244 | -42.67 | ||||
| 2025-07-23 | 13F | Tcfg Wealth Management, Llc | 26,480 | -0.11 | 1,109 | -3.74 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 140,714 | 37.58 | 5,892 | 32.62 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 154,588 | 4.40 | 6,473 | 0.62 | ||||
| 2025-07-08 | 13F | Next Level Private LLC | 252,423 | 2.02 | 10,569 | -1.67 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 27,128 | 0.54 | 1,136 | -3.16 | ||||
| 2025-08-14 | 13F | Marshall Investment Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Mark Sheptoff Financial Planning, Llc | 350 | 0.00 | 15 | -6.67 | ||||
| 2025-07-18 | 13F | B.O.S.S. Retirement Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Clarus Group, Inc. | 8,579 | -0.83 | 359 | -4.27 | ||||
| 2025-07-15 | 13F | Santori & Peters, Inc. | 31,608 | 1.96 | 1,323 | -1.71 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 26,183 | 55.06 | 1,096 | 49.52 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 6,382 | 9.04 | 267 | 5.12 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 72,953 | -7.18 | 3,055 | -10.54 | ||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 148,794 | 7.00 | 6,230 | 3.15 | ||||
| 2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 12,666 | 159.66 | 530 | 151.18 | ||||
| 2025-08-05 | 13F | Claro Advisors LLC | 7,729 | 0.76 | 324 | -3.00 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 136,406 | 36.55 | 5,711 | 31.62 | ||||
| 2025-08-12 | 13F | Del-Sette Capital Management, LLC | 184,922 | 7,743 | ||||||
| 2025-07-15 | 13F | BCS Wealth Management | 5,267 | -2.23 | 0 | |||||
| 2025-07-21 | 13F | Triad Wealth Partners, LLC | 15,331 | -4.22 | 642 | -7.77 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 11,358 | -0.55 | 488 | 6.80 | ||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 3,290 | 1.14 | 138 | -2.84 | ||||
| 2025-08-08 | 13F | MTM Investment Management, LLC | 10,497 | 0.00 | 440 | -3.09 | ||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 10,919 | -7.92 | 457 | -11.26 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 89,795 | 23.66 | 3,760 | 19.18 | ||||
| 2025-07-24 | 13F | Columbia Advisory Partners Llc | 5,703 | 239 | ||||||
| 2025-07-30 | 13F | Sloy Dahl & Holst, LLC | 8,030 | 1.52 | 336 | -2.04 | ||||
| 2025-08-12 | 13F | Weaver Consulting Group | 11,580 | 0.00 | 485 | -3.78 | ||||
| 2025-07-14 | 13F | Southland Equity Partners LLC | 511,444 | 1.73 | 21,414 | -1.94 | ||||
| 2025-08-14 | 13F | Pinnacle Family Advisors, LLC | 6,829 | -67.66 | 286 | -68.92 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 42,589 | 14.06 | 2 | 0.00 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 1,330 | 56 | ||||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 520,211 | 0.38 | 21,781 | -3.25 | ||||
| 2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Entruity Wealth, LLC | 32,154 | 15.24 | 1,346 | 11.06 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 10,655 | -11.15 | 446 | -14.23 | ||||
| 2025-07-11 | 13F | Bell Bank | 7,922 | -46.65 | 332 | -48.60 | ||||
| 2025-08-11 | 13F | Advisor Resource Council | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | New Century Financial Group, LLC | 8,503 | 356 | ||||||
| 2025-07-15 | 13F | Bfsg, Llc | 31 | 0.00 | 1 | 0.00 | ||||
| 2025-08-12 | 13F | Coston, McIsaac & Partners | 36 | 0.00 | 0 | |||||
| 2025-05-09 | 13F | Rps Advisory Solutions Llc | 0 | -100.00 | 0 | |||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 68 | 3 | ||||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 17,700 | -84.60 | 741 | -85.15 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 191,086 | 9.70 | 8,001 | 5.74 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 442,836 | 3.41 | 18,542 | -0.33 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 5,994 | -59.51 | 250 | -61.12 | ||||
| 2025-05-15 | 13F | Tower Research Capital LLC (TRC) | 0 | -100.00 | 0 | |||||
| 2025-07-08 | 13F | Heartwood Wealth Advisors LLC | 6,246 | 0.00 | 262 | -3.69 | ||||
| 2025-08-07 | 13F | Addison Advisors LLC | 600 | 0.00 | 25 | -3.85 | ||||
| 2025-07-28 | 13F | Interchange Capital Partners, LLC | 14 | 346 | ||||||
| 2025-08-11 | 13F | TRUE Private Wealth Advisors | 761,386 | -10.13 | 31,879 | -13.38 | ||||
| 2025-08-12 | 13F | Wisconsin Wealth Advisors, LLC | 97,807 | 4.80 | 4,095 | 1.04 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 7,554 | 0.00 | 316 | -3.66 | ||||
| 2025-08-14 | 13F | Sequent Planning LLC | 0 | -100.00 | 0 | |||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 63,284 | -13.47 | 2,650 | -16.59 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 26,912 | 25.31 | 1,127 | 20.82 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 113,313 | 18.94 | 4,744 | 14.64 | ||||
| 2025-07-17 | 13F | Lee Johnson Capital Management, Llc | 8,181 | 343 | ||||||
| 2025-07-15 | 13F | Elevated Capital Advisors, LLC | 104,846 | 0.00 | 4,555 | 0.00 | ||||
| 2025-07-22 | 13F | Bank Hapoalim Bm | 348,000 | 0.00 | 15 | 0.00 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 150,432 | 7.34 | 6 | 0.00 | ||||
| 2025-07-22 | 13F | Ergawealth Advisors, Inc. | 39,000 | 15.30 | 1,633 | 11.10 | ||||
| 2025-08-13 | 13F | Alerus Financial Na | 900 | 38 | ||||||
| 2025-07-23 | 13F | Bellevue Asset Management, Llc | 4,097 | 0.02 | 172 | -3.39 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 85,001 | 24.89 | 3,559 | 20.37 | ||||
| 2025-08-05 | 13F | Tsfg, Llc | 2,433 | 0.54 | 0 | |||||
| 2025-07-15 | 13F | EWG Elevate Inc. | 147,694 | 6,184 | ||||||
| 2025-05-02 | 13F | Transcendent Capital Group LLC | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 162,183 | 1,875.43 | 6,791 | 1,807.30 | ||||
| 2025-07-15 | 13F | Hidden Cove Wealth Management, LLC | 44,955 | 1,882 | ||||||
| 2025-07-21 | 13F | AIFG Consultants Ltd. | 9,971 | -30.47 | 417 | -32.96 | ||||
| 2025-08-14 | 13F | Comerica Bank | 65,630 | 0.87 | 2,748 | -2.80 | ||||
| 2025-07-25 | 13F | Commonwealth Financial Services, LLC | 25,753 | -2.70 | 1,078 | -6.18 | ||||
| 2025-07-28 | 13F | Founders Grove Wealth Partners, Llc | 76,434 | -1.17 | 3,200 | -4.73 | ||||
| 2025-07-23 | 13F | Steel Peak Wealth Management LLC | 20,857 | 873 | ||||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 490 | 42.86 | 21 | 42.86 | ||||
| 2025-07-09 | 13F | Keystone Wealth Services, LLC | 15,918 | 1,663 | ||||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 30,473 | 4.45 | 1,276 | 0.63 | ||||
| 2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 74,742 | 0.00 | 3,129 | 3.99 | ||||
| 2025-07-09 | 13F | Triumph Capital Management | 47,799 | -16.92 | 2,001 | -19.93 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 141,681 | 1,316.81 | 5,932 | 1,266.82 | ||||
| 2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 1,452 | 0.00 | 61 | -4.76 | ||||
| 2025-08-11 | 13F | Semus Wealth Partners LLC | 7,325 | 5.26 | 307 | 1.32 | ||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 30,421 | -3.16 | 1,274 | -6.67 | ||||
| 2025-08-07 | 13F | HC Advisors, LLC | 380,189 | 0.38 | 15,919 | -3.25 | ||||
| 2025-07-11 | 13F | Bond & Devick Financial Network, Inc. | 5,511 | 0.00 | 231 | -3.77 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 6,000 | 0.00 | 251 | -3.46 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 73,133 | -3.03 | 3,177 | 4.61 | ||||
| 2025-07-30 | 13F/A | KPP Advisory Services LLC | 19,694 | 1.79 | 825 | -1.90 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 638,934 | 3.23 | 27 | 0.00 | ||||
| 2025-08-11 | 13F | GKV Capital Management Co., Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 5,802 | 243 | ||||||
| 2025-05-08 | 13F | Walled Lake Planning & Wealth Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 9,135 | 29.83 | 382 | 25.25 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 45,704 | -38.17 | 1,914 | -40.40 | ||||
| 2025-08-18 | 13F | Finward Bancorp | 22,517 | 0.00 | 943 | -3.68 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 29,296 | 49.72 | 1,227 | 44.24 | ||||
| 2025-05-16 | 13F | Legacy Wealth Managment, LLC/ID | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | GDS Wealth Management | 51,601 | -43.25 | 2,161 | -45.32 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 5,505 | 0.95 | 230 | -2.54 | ||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 6,276 | 17.51 | 0 | |||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 26,469 | 5.94 | 1,108 | 2.12 | ||||
| 2025-08-14 | 13F | Financial Advisors Network, Inc. | 6,683 | 0.00 | 280 | -3.79 | ||||
| 2025-08-11 | 13F | Mach-1 Financial Group, Inc. | 178,391 | 10.14 | 7,469 | 6.17 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 67,280 | 164.12 | 2,817 | 154.70 | ||||
| 2025-07-23 | 13F | Pillar Financial Advisors, LLC | 2,625 | 0.00 | 110 | -4.39 | ||||
| 2025-08-07 | 13F | Illumine Investment Management, LLC | 12,211 | 4.00 | 511 | 0.20 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 20,436 | -4.18 | 856 | -7.67 | ||||
| 2025-08-13 | 13F | Rockport Wealth LLC | 1,930,788 | -2.19 | 80,842 | -5.73 | ||||
| 2025-07-10 | 13F | Redhawk Wealth Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | NewSquare Capital LLC | 355 | 15 | ||||||
| 2025-08-12 | 13F | Barings Llc | 88,348 | 32.32 | 3,699 | 27.55 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 1,492,128 | 35.23 | 62,481 | 30.34 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 30,382 | -8.95 | 1,272 | -12.22 | ||||
| 2025-08-08 | 13F | SageOak Financial, LLC | 5,344 | -49.08 | 224 | -50.99 | ||||
| 2025-04-25 | 13F | Colonial River Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Compass Financial Services Inc | 111,721 | 10.92 | 4,678 | 6.90 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | FLP Wealth Management, LLC | 8,775 | 381 | ||||||
| 2025-08-08 | 13F | 1776 Wealth LLC | 13,730 | 0.26 | 575 | -3.37 | ||||
| 2025-07-15 | 13F | Retireful, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 21,846 | -6.88 | 915 | -10.30 | ||||
| 2025-08-08 | 13F | Fortis Group Advisors, LLC | 78,139 | -52.62 | 3,302 | -53.90 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 54,142 | 10.48 | 2,313 | 9.36 | ||||
| 2025-08-06 | 13F | Paladin Advisory Group, LLC | 668 | 0.00 | 28 | -6.90 | ||||
| 2025-04-21 | 13F | Ronald Blue Trust, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 1,764 | -24.19 | 74 | -27.72 | ||||
| 2025-07-17 | 13F | Wolff Wiese Magana Llc | 1,135 | 0.00 | 48 | -4.08 | ||||
| 2025-07-30 | 13F | WESPAC Advisors SoCal, LLC | 7,550 | 0.00 | 316 | -3.36 | ||||
| 2025-08-04 | 13F | Merkkuri Wealth Advisors LLC | 11,432 | -5.65 | 479 | -9.13 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 1,733,258 | 12.15 | 72,572 | 8.10 | ||||
| 2025-08-15 | 13F | Fsb Premier Wealth Management, Inc. | 32,712 | 0.07 | 1,370 | -3.52 | ||||
| 2025-07-29 | 13F | Horst & Graben Wealth Management LLC | 5,554 | 0.63 | 233 | -2.93 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 9,969 | -47.99 | 417 | -49.88 | ||||
| 2025-05-09 | 13F | Pathway Financial Advisers, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 8,456 | 1.08 | 354 | -2.48 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 33,716 | 20.63 | 1,425 | 17.30 | ||||
| 2025-08-13 | 13F | Luminist Capital LLC | 1,481 | 0.00 | 63 | 0.00 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 104,582 | 22.10 | 4,379 | 17.69 | ||||
| 2025-08-08 | 13F | Intrua Financial, LLC | 18,484 | 4.97 | 774 | 1.18 | ||||
| 2025-08-11 | 13F | Tidemark, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 10,441 | -8.96 | 420 | -15.66 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 20,129 | -7.58 | 843 | -10.99 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 85,167 | 20.76 | 3,566 | 16.39 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 17,757 | 8.01 | 743 | 12.41 | ||||
| 2025-07-30 | 13F | Whittier Trust Co | 2,000 | 0.00 | 84 | -3.49 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 2,314,412 | 16.28 | 96,905 | 12.08 | ||||
| 2025-08-14 | 13F | Connecticut Wealth Management, LLC | 17,000 | 0.00 | 712 | -3.66 | ||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 22,695 | 970 | ||||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 45,611 | 7.92 | 1,910 | 4.03 | ||||
| 2025-08-11 | 13F | Capital Square, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Maridea Wealth Management LLC | 12,510 | 524 | ||||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 26,540 | 8.67 | 1,111 | 4.81 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 61,615 | 952.17 | 2,580 | 915.35 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 5,512 | 0.47 | 231 | -3.36 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 32,151 | 1.76 | 1,346 | -1.90 | ||||
| 2025-07-18 | 13F | Wetzel Investment Advisors, Inc. | 64,928 | -37.41 | 2,719 | -39.68 | ||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 5,904 | -15.44 | 247 | -18.48 | ||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 119,402 | 16.70 | 4,999 | 12.49 | ||||
| 2025-08-14 | 13F | LWM Advisory Services, LLC | 29,483 | -46.34 | 1,234 | -48.28 | ||||
| 2025-08-14 | 13F | Sargent Investment Group, LLC | 61,182 | 0.31 | 2,581 | -2.57 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 16,165 | -5.36 | 677 | -8.89 | ||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 275 | 0.00 | 12 | 0.00 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 390,927 | 26.56 | 16,368 | 21.99 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 69 | 0.00 | 0 | |||||
| 2025-08-05 | 13F | Lord & Richards Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | RFG - Bristol Wealth Advisors, LLC | 57,277 | 72.42 | 2,398 | 66.18 | ||||
| 2025-07-23 | 13F | Vontobel Holding Ltd. | 18,348 | 36.51 | 768 | 31.73 | ||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 5,225 | 0.23 | 219 | -3.54 | ||||
| 2025-08-14 | 13F | Graney & King, LLC | 714 | 1.13 | 30 | -3.33 | ||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 732 | -77.68 | 31 | -78.87 | ||||
| 2025-07-07 | 13F | Teamwork Financial Advisors, LLC | 48,843 | 2.32 | 2,045 | -1.40 | ||||
| 2025-08-11 | 13F | Brass Tax Wealth Management, Inc | 5,667 | 237 | ||||||
| 2025-07-31 | 13F | Turning Point Benefit Group, Inc. | 21,474 | 43.28 | 899 | 53.94 | ||||
| 2025-08-01 | 13F | PCA Investment Advisory Services Inc. | 11,186 | 0.24 | 468 | -3.31 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 80,027 | 56.53 | 3,351 | 50.90 | ||||
| 2025-07-23 | 13F | First Merchants Corp | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 198,977 | 2.17 | 8,331 | -1.52 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 99,505 | 0.58 | 4,166 | -3.05 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 20,340 | 18.63 | 1 | |||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 2,565 | 0.00 | 107 | -3.60 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 1,018,254 | -0.66 | 43 | -4.55 | ||||
| 2025-07-16 | 13F | Swisher Financial Concepts, Inc. | 6,763 | -2.45 | 283 | -5.98 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 13,159 | 0.63 | 551 | -3.17 | ||||
| 2025-08-27 | NP | XCOR - FundX ETF | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-12 | 13F | Guerra Advisors Inc | 196,393 | 76.65 | 8,223 | 70.26 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 10,618 | -24.10 | 445 | -26.85 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 235,729 | -75.85 | 9,870 | -76.72 | ||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0 | -100.00 | 0 | |||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 31,606 | 4.52 | 1 | 0.00 | ||||
| 2025-07-16 | 13F | Diversified Enterprises, LLC | 25,705 | -3.27 | 1,076 | -6.76 | ||||
| 2025-08-14 | 13F | UBS Group AG | 2,376,048 | 1.27 | 99,485 | -2.39 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 44,051 | 7.19 | 1,844 | 3.31 | ||||
| 2025-07-17 | 13F | Genesis Private Wealth, Llc | 107,504 | 2.42 | 4,501 | -1.27 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 374,677 | 6.79 | 15,688 | 2.93 | ||||
| 2025-08-11 | 13F | One Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Transce3nd, LLC | 103 | -78.45 | 4 | -80.00 | ||||
| 2025-07-21 | 13F | Hilltop National Bank | 179 | 0.00 | 7 | 0.00 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 6,907 | 0.70 | 289 | -2.69 | ||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | WMG Financial Advisors, LLC | 12,563 | 0.00 | 526 | -3.49 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 26,839 | -15.75 | 1,124 | -18.80 | ||||
| 2025-07-29 | 13F | Crux Wealth Advisors | 6,846 | 1.09 | 287 | -2.72 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 4,973 | -87.89 | 208 | -88.33 | ||||
| 2025-07-17 | 13F | XML Financial, LLC | 10,362 | -0.19 | 434 | -3.78 | ||||
| 2025-07-21 | 13F | Crews Bank & Trust | 3,550 | 0.00 | 149 | -3.90 | ||||
| 2025-08-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 36,915 | 1.26 | 2 | 0.00 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 56,782 | 19.77 | 2,377 | 15.44 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 10,879 | -3.93 | 455 | -7.33 | ||||
| 2025-07-23 | 13F | Morey & Quinn Wealth Partners, LLC | 13,365 | -6.21 | 560 | -9.69 | ||||
| 2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 10,879 | 455 | ||||||
| 2025-05-28 | NP | MFUL - Mindful Conservative ETF | 80,980 | -30.27 | 3,518 | -27.80 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 7,455 | 0.00 | 0 | |||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 710,656 | 38.38 | 29,698 | 35.14 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 4,226,227 | 10.79 | 176,952 | 6.79 | ||||
| 2025-07-23 | 13F | Laraway Financial Inc | 5,351 | 0.13 | 224 | -3.45 | ||||
| 2025-07-18 | 13F | Institute for Wealth Management, LLC. | 6,507 | 0.00 | 272 | -3.55 | ||||
| 2025-08-08 | 13F | Tanglewood Legacy Advisors, LLC | 1,085 | 0.00 | 45 | -4.26 | ||||
| 2025-08-13 | 13F | Virtue Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 22,753 | 953 | ||||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 475,760 | 8.87 | 19,920 | 4.93 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-24 | 13F | Blair William & Co/il | 7,254 | 28.69 | 304 | 24.18 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 1,779 | -1.66 | 74 | -5.13 | ||||
| 2025-05-09 | 13F | GeoWealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-07 | 13F | Investors Research Corp | 121,570 | 9.01 | 5,090 | 5.08 | ||||
| 2025-07-31 | 13F | FSM Wealth Advisors, LLC | 125,380 | 5,361 | ||||||
| 2025-07-17 | 13F | Mattern Wealth Management LLC | 8,449 | -7.75 | 354 | -11.08 | ||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 26,438 | 1,107 | ||||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 10,164 | 83.90 | 426 | 77.08 | ||||
| 2025-08-06 | 13F | ROI Financial Advisors, LLC | 73,028 | 0.97 | 3,058 | -2.67 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 160,497 | -18.17 | 6,727 | -21.04 | ||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 197,713 | 13.14 | 8,278 | 9.05 | ||||
| 2025-07-29 | 13F | Elevation Capital Advisory, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 125,343 | -30.10 | 5,248 | -32.63 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 18,598 | 78.52 | 779 | 72.12 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 29,859 | -15.60 | 1,250 | -18.62 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 26,824 | 89.46 | 1,123 | 82.60 | ||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 21,363 | -0.95 | 894 | -4.49 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 89,201 | 4.15 | 4 | 0.00 | ||||
| 2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 86,059 | 4.06 | 4 | 0.00 | ||||
| 2025-08-12 | 13F | Spectrum Wealth Advisory Group, LLC | 35,766 | -2.74 | 1,498 | -6.26 | ||||
| 2025-08-14 | 13F | Mission Creek Capital Partners, Inc. | 40,480 | 0.29 | 1,695 | -3.37 | ||||
| 2025-07-08 | 13F | Goldstone Financial Group, LLC | 221,279 | 34.12 | 9,559 | 33.38 | ||||
| 2025-08-07 | 13F | BOK Financial Private Wealth, Inc. | 6,055 | 0.00 | 254 | -3.80 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 15,598 | -12.42 | 653 | -15.52 | ||||
| 2025-07-23 | 13F | Equitable Trust Co | 7,005 | 0.00 | 293 | -3.62 | ||||
| 2025-07-31 | 13F | Hobart Private Capital, LLC | 247,126 | 22.20 | 10,347 | 17.79 | ||||
| 2025-08-04 | 13F | Linscomb & Williams, Inc. | 20,540 | 0.00 | 860 | -3.59 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 82,255 | 0.75 | 3,444 | -2.88 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 146,593 | 17.49 | 6,333 | 16.85 | ||||
| 2025-08-01 | NP | APSHX - Pinnacle Sherman Multi-Strategy Core Fund Class A | 5,980 | -70.38 | 250 | -71.49 | ||||
| 2025-08-07 | 13F | PCG Wealth Advisors, LLC | 84,212 | 1.56 | 3,526 | -2.11 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 52,514 | 2.38 | 2,199 | -1.35 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 15,264 | -94.42 | 639 | -94.63 | ||||
| 2025-07-01 | 13F | Burkett Financial Services, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | Quad-Cities Investment Group, LLC | 46,029 | -2.42 | 1,927 | -5.95 | ||||
| 2025-05-14 | 13F | Oarsman Capital, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 1,300 | 0.00 | 54 | -3.57 | ||||
| 2025-07-09 | 13F | Beacon Financial Group | 501,128 | -2.73 | 20,982 | -6.24 | ||||
| 2025-07-29 | 13F | United Bank | 7,774 | -8.96 | 325 | -12.16 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 43,046 | 249.31 | 1,802 | 236.82 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 59,788 | 5.84 | 2,503 | 2.04 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 72,196 | 104.86 | 3,023 | 98.69 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 0 | |||||||
| 2025-08-04 | 13F | Assetmark, Inc | 8,424 | 103.82 | 353 | 96.65 | ||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 5,766 | -48.82 | 241 | -50.72 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 5,238 | -91.02 | 219 | -91.35 | ||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 10,095 | -2.68 | 0 | |||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 3,911,177 | 17.77 | 163,766 | 13.52 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 39,409 | -0.75 | 1,650 | -4.29 | ||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 13,604 | 48.87 | 570 | 43.69 | ||||
| 2025-07-16 | 13F | Old Port Advisors | 5,144 | -16.97 | 215 | -20.07 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 68 | 0.00 | 3 | 0.00 | ||||
| 2025-07-31 | 13F | Leelyn Smith, LLC | 154,407 | 1.84 | 6,465 | -1.84 | ||||
| 2025-07-23 | 13F | Wise Wealth Partners | 5,267 | 0.00 | 221 | -3.51 | ||||
| 2025-08-05 | 13F | HFG Advisors, Inc. | 122,420 | 1.92 | 5,126 | -1.76 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 66,736 | 45.84 | 2,794 | 40.61 | ||||
| 2025-08-05 | 13F | Flynn Zito Capital Management, Llc | 28,695 | 1.09 | 1,201 | -2.60 | ||||
| 2025-07-29 | 13F | Altus Wealth Group LLC | 26,817 | 0.31 | 1,123 | -3.36 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 11,908 | -7.02 | 499 | -10.43 | ||||
| 2025-07-23 | 13F | Venturi Wealth Management, LLC | 5,605 | 0.00 | 235 | -3.70 | ||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 28,238 | -6.95 | 1,182 | -10.32 | ||||
| 2025-07-28 | 13F | WJ Wealth Management, LLC | 185,569 | -31.98 | 7,770 | -34.44 | ||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 23,345 | 247.09 | 977 | 234.59 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 87,697 | -8.21 | 3,672 | -11.54 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 6,399 | 27.72 | 268 | 23.04 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 291,373 | 1.82 | 12,211 | -1.86 | ||||
| 2025-08-04 | 13F | Twin City Private Wealth, Llc | 6,136 | 0.61 | 257 | -3.03 | ||||
| 2025-07-07 | 13F | RDA Financial Network | 7,726 | -2.25 | 324 | -5.83 | ||||
| 2025-07-17 | 13F | Archford Capital Strategies, LLC | 28,355 | 75.08 | 1,187 | 68.85 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 10,643 | 0.00 | 446 | -3.68 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 2,560 | 0.00 | 0 | |||||
| 2025-07-16 | 13F | Signaturefd, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Holistic Planning, LLC | 7,826 | -1.77 | 328 | -5.49 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 2,515,726 | 6.17 | 105,333 | 2.33 | ||||
| 2025-07-18 | 13F | QTR Family Wealth, LLC | 14,277 | -4.48 | 598 | -8.01 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 29,074 | -75.42 | 1,217 | -75.95 | ||||
| 2025-07-29 | 13F | Manchester Financial Inc | 270,639 | 14.61 | 11,332 | 10.47 | ||||
| 2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 49,292 | -2.95 | 2,021 | -3.30 | ||||
| 2025-07-16 | 13F | Independent Wealth Network Inc. | 4,927 | 206 | ||||||
| 2025-05-14 | 13F | Zacks Investment Management | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Synovus Financial Corp | 11,938 | 2.83 | 500 | -0.99 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 39,345 | 10.14 | 1,647 | 14.53 | ||||
| 2025-07-09 | 13F | VisionPoint Advisory Group, LLC | 41,999 | 1,758 | ||||||
| 2025-08-08 | 13F | Collaborative Wealth Managment Inc. | 54,652 | -5.15 | 2,288 | -8.55 | ||||
| 2025-08-14 | 13F | Garden State Investment Advisory Services LLC | 9,843 | 412 | ||||||
| 2025-05-14 | 13F | Summit Financial Wealth Advisors, LLC | 221,641 | -0.39 | 9,628 | 4.08 | ||||
| 2025-07-23 | 13F | Gentry Private Wealth, Llc | 7,399 | 310 | ||||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 10,352 | 433 | ||||||
| 2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-04 | 13F | Waterfront Wealth Inc. | 6,695 | -3.46 | 280 | -6.98 | ||||
| 2025-08-05 | 13F | Atlas Private Wealth Advisors | 42,952 | 1,798 | ||||||
| 2025-08-25 | 13F | Hilltop Partners LLC | 6,101 | 255 | ||||||
| 2025-08-12 | 13F | MAI Capital Management | 1,947 | 0.00 | 82 | -3.57 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 1,228,650 | 131.39 | 51,444 | 123.03 | ||||
| 2025-08-26 | 13F | Claris Financial LLC | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | PFG Investments, LLC | 48,429 | 0.27 | 2,028 | -3.38 | ||||
| 2025-07-23 | 13F | Bennett Associates Wealth Management | 125,234 | 31.19 | 5,244 | 26.46 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 115,152 | -2.06 | 4,821 | -5.60 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 48,038 | -0.12 | 2,011 | -3.73 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 205,064 | 15.59 | 8,591 | 11.43 |
Other Listings
| MX:FDL |
