Mga Batayang Estadistika
Pemilik Institusional | 164 total, 164 long only, 0 short only, 0 long/short - change of 0.61% MRQ |
Alokasi Portofolio Rata-rata | 0.3536 % - change of 1.62% MRQ |
Saham Institusional (Jangka Panjang) | 18,409,175 (ex 13D/G) - change of 0.69MM shares 3.88% MRQ |
Nilai Institusional (Jangka Panjang) | $ 898,788 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Buffer ETF - February (US:FFEB) memiliki 164 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 18,409,175 saham. Pemegang saham terbesar meliputi BUFR - FT Cboe Vest Fund of Buffer ETFs, BUFG - FT Cboe Vest Buffered Allocation Growth ETF, Fiduciary Planning LLC, Envestnet Asset Management Inc, Cetera Investment Advisers, Stephens Inc /ar/, Raymond James Financial Inc, Cwm, Llc, Commonwealth Equity Services, Llc, and Armis Advisers, LLC .
Struktur kepemilikan institusional First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Buffer ETF - February (BATS:FFEB) 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 54.13 / share. Previously, on September 9, 2024, the share price was 47.18 / share. This represents an increase of 14.73% 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) |
|
---|---|---|---|---|---|---|---|---|
2025-07-21 | FIRST TRUST PORTFOLIOS LP | 11,720,162 | 11,705,024 | -0.13 | 58.45 | -2.13 |
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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-05-08 | 13F | BCGM Wealth Management, LLC | 0 | -100.00 | 0 | |||||
2025-07-30 | 13F | Bleakley Financial Group, LLC | 42,691 | -3.40 | 2,237 | 3.76 | ||||
2025-07-09 | 13F | Fragasso Group Inc. | 18,240 | 24.45 | 956 | 33.57 | ||||
2025-07-21 | 13F | Ameriflex Group, Inc. | 355 | 0.00 | 18 | 5.88 | ||||
2025-08-14 | 13F | Beck Capital Management, Llc | 19,663 | -0.70 | 1,031 | 6.63 | ||||
2025-08-11 | 13F | United Capital Financial Advisers, Llc | 7,495 | 0.00 | 393 | 7.40 | ||||
2025-07-22 | 13F | Accel Wealth Management | 21,638 | -0.03 | 1,134 | 7.39 | ||||
2025-07-31 | 13F | Topsail Wealth Management, LLC | 150 | 0.00 | 8 | 0.00 | ||||
2025-08-13 | 13F | Brown Advisory Inc | 6,536 | 0.00 | 343 | 7.55 | ||||
2025-07-08 | 13F | Legacy Private Trust Co. | 4,475 | -27.22 | 235 | -22.00 | ||||
2025-08-14 | 13F | LM Advisors LLC | 88,619 | -0.26 | 5 | 0.00 | ||||
2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 294 | 0.00 | 0 | -100.00 | ||||
2025-08-13 | 13F | StoneX Group Inc. | 10,921 | -2.06 | 572 | 5.15 | ||||
2025-07-31 | 13F | Opes Wealth Management LLC | 5,423 | -37.72 | 284 | -33.02 | ||||
2025-08-14 | 13F | Mariner, LLC | 51,281 | -2.67 | 2,688 | 4.55 | ||||
2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 109,941 | -0.57 | 5,762 | 6.82 | ||||
2025-07-10 | 13F | Signal Advisors Wealth, LLC | 9,796 | 126.34 | 513 | 143.13 | ||||
2025-07-31 | 13F | Hanlon Investment Management, Inc. | 11,336 | 41.52 | 594 | 52.31 | ||||
2025-08-14 | 13F | Hrt Financial Lp | 0 | -100.00 | 0 | |||||
2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 0 | -100.00 | 0 | |||||
2025-08-04 | 13F | Buck Wealth Strategies, LLC | 8,853 | 94.87 | 464 | 109.50 | ||||
2025-08-08 | 13F | Tanglewood Legacy Advisors, LLC | 15,190 | 71.41 | 796 | 84.26 | ||||
2025-08-04 | 13F | Arbor Capital Management Inc /adv | 4,930 | -7.47 | 261 | 0.00 | ||||
2025-07-30 | 13F | Strategic Blueprint, LLC | 16,112 | 220.89 | 844 | 245.90 | ||||
2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 5,588 | 0.00 | 293 | 7.35 | ||||
2025-08-13 | 13F | Capital Analysts, Inc. | 421 | 0.00 | 0 | |||||
2025-08-07 | 13F | Resources Investment Advisors, LLC. | 6,268 | -30.25 | 329 | -25.11 | ||||
2025-08-11 | 13F | Semus Wealth Partners LLC | 16,426 | 0.00 | 861 | 7.37 | ||||
2025-07-14 | 13F | AdvisorNet Financial, Inc | 2,644 | 0.00 | 139 | 6.98 | ||||
2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 12,357 | -16.99 | 648 | -10.88 | ||||
2025-08-13 | 13F | Grantvest Financial Group LLC | 14,755 | -5.56 | 773 | 1.44 | ||||
2025-07-25 | 13F | Cwm, Llc | 336,587 | 2.81 | 18 | 13.33 | ||||
2025-07-16 | 13F | Maridea Wealth Management LLC | 15,145 | 794 | ||||||
2025-08-14 | 13F | Comerica Bank | 1,007 | -6.85 | 53 | 0.00 | ||||
2025-07-03 | 13F | Sage Capital Advisors,llc | 40,621 | 9.03 | 2,129 | 17.12 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 182,647 | 14.35 | 9,480 | 21.65 | ||||
2025-08-12 | 13F | Journey Strategic Wealth Llc | 15,935 | 0.00 | 835 | 7.46 | ||||
2025-07-10 | 13F | Marshall Financial Group LLC | 22,975 | -9.39 | 1,207 | -2.51 | ||||
2025-07-25 | 13F | Apollon Wealth Management, LLC | 53,327 | -6.61 | 2,795 | 0.29 | ||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 283 | -95.89 | 15 | -95.82 | ||||
2025-08-14 | 13F | UBS Group AG | 350 | -78.41 | 18 | -77.22 | ||||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 29,577 | 3.10 | 1,550 | 10.48 | ||||
2025-07-28 | 13F | Cypress Wealth Services, LLC | 4,500 | 0.00 | 236 | 7.31 | ||||
2025-07-15 | 13F | McCarthy & Cox | 13,148 | 0.00 | 689 | 7.49 | ||||
2025-08-08 | 13F | Foundations Investment Advisors, LLC | 3,979 | 209 | ||||||
2025-08-14 | 13F | Mml Investors Services, Llc | 25,211 | 14.27 | 1 | 0.00 | ||||
2025-08-04 | 13F | Arkadios Wealth Advisors | 7,900 | 0.00 | 414 | 7.53 | ||||
2025-08-14 | 13F | Colony Group, LLC | 73,660 | 0.00 | 3,861 | 7.43 | ||||
2025-07-29 | 13F | Fundamentun, Llc | 140,521 | -19.52 | 7,365 | -13.55 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-12 | 13F | Change Path, LLC | 126,521 | -3.86 | 6,631 | 3.29 | ||||
2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 232 | 0.00 | 12 | 9.09 | ||||
2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 2,644 | 0.00 | 139 | 6.98 | ||||
2025-07-29 | 13F | AssuredPartners Investment Advisors, LLC | 24,726 | -9.76 | 1,296 | -3.07 | ||||
2025-08-08 | 13F | Cetera Investment Advisers | 465,275 | 3.03 | 24,385 | 10.67 | ||||
2025-07-22 | 13F | Luken Investment Analytics, LLC | 3,490 | 11.75 | 183 | 19.74 | ||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 60,860 | -28.23 | 3 | -25.00 | ||||
2025-08-11 | 13F | Outlook Wealth Advisors, LLC | 41,701 | 0.00 | 2,186 | 7.42 | ||||
2025-08-14 | 13F | Gallagher Fiduciary Advisors, LLC | 12,475 | 47.95 | 654 | 58.88 | ||||
2025-07-30 | 13F | Eqis Capital Management, Inc. | 36,432 | -18.46 | 1,909 | -12.39 | ||||
2025-08-11 | 13F | Principal Securities, Inc. | 6,129 | 3.39 | 321 | 8.81 | ||||
2025-08-11 | 13F | Aptus Capital Advisors, LLC | 2,750 | 0.00 | 144 | 7.46 | ||||
2025-08-04 | 13F | Atria Investments Llc | 44,641 | 29.67 | 2,340 | 39.31 | ||||
2025-08-08 | 13F | 1776 Wealth LLC | 17,434 | 0.00 | 914 | 7.41 | ||||
2025-07-10 | 13F | Redhawk Wealth Advisors, Inc. | 5,512 | -1.71 | 289 | 5.49 | ||||
2025-07-09 | 13F | Keystone Wealth Services, LLC | 67,747 | -5.85 | 3,551 | 1.14 | ||||
2025-08-04 | 13F | Grant Street Asset Management, Inc. | 11,413 | 0.00 | 598 | 7.55 | ||||
2025-08-05 | 13F | Integrity Financial Corp /WA | 36,858 | 16.30 | 1,932 | 24.90 | ||||
2025-07-22 | 13F | MBL Wealth, LLC | 5,980 | -29.06 | 313 | -23.84 | ||||
2025-08-14 | 13F | CoreCap Advisors, LLC | 12,364 | 6.55 | 648 | 14.49 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | 13,028 | 86.94 | 683 | 100.59 | ||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 127,654 | 6.91 | 6,690 | 14.85 | ||||
2025-07-28 | 13F | RFG Advisory, LLC | 9,175 | 481 | ||||||
2025-08-06 | 13F | Wedbush Securities Inc | 17,805 | 10.11 | 1 | |||||
2025-08-07 | 13F | 1620 Investment Advisors, Inc. | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | Park Square Financial Group, LLC | 513 | 0.00 | 27 | 4.00 | ||||
2025-08-15 | 13F | Fsb Premier Wealth Management, Inc. | 20,799 | -7.12 | 1,090 | -0.18 | ||||
2025-08-18 | 13F | Geneos Wealth Management Inc. | 750 | 0.00 | 39 | 8.33 | ||||
2025-08-15 | 13F | Morgan Stanley | 1,266 | 52.16 | 66 | 65.00 | ||||
2025-08-14 | 13F | Ambassador Advisors, LLC | 17,468 | -0.90 | 916 | 6.40 | ||||
2025-07-14 | 13F | Sowell Financial Services LLC | 7,855 | -3.90 | 412 | 3.27 | ||||
2025-07-16 | 13F | ORG Partners LLC | 1,500 | 0.00 | 79 | 6.85 | ||||
2025-08-05 | 13F | EPG Wealth Management LLC | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-25 | NP | BUFR - FT Cboe Vest Fund of Buffer ETFs This fund is a listed as child fund of First Trust Advisors Lp 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 | 10,845,985 | 1.68 | 550,108 | 1.68 | ||||
2025-07-16 | 13F | Novem Group | 7,620 | -0.24 | 399 | 7.26 | ||||
2025-08-06 | 13F | Valtinson Bruner Financial Planning LLC | 38,574 | -3.13 | 2,022 | 4.07 | ||||
2025-07-08 | 13F | Nbc Securities, Inc. | 3,626 | 8.86 | 0 | |||||
2025-08-12 | 13F | Archer Investment Corp | 1,306 | 0.00 | 68 | 7.94 | ||||
2025-08-14 | 13F/A | Barclays Plc | 3,842 | 33.08 | 0 | |||||
2025-07-14 | 13F | Chris Bulman Inc | 6,281 | -10.26 | 329 | -3.52 | ||||
2025-08-12 | 13F | Integrated Advisors Network LLC | 16,645 | 0.00 | 872 | 7.39 | ||||
2025-07-25 | 13F | Sovereign Financial Group, Inc. | 10,810 | -2.00 | 567 | 5.20 | ||||
2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 775 | 0.00 | 41 | 8.11 | ||||
2025-07-21 | 13F | Catalina Capital Group, LLC | 4,772 | 0.00 | 250 | 7.76 | ||||
2025-08-15 | 13F | Captrust Financial Advisors | 47,958 | -0.05 | 2,514 | 7.39 | ||||
2025-05-15 | 13F | Wolverine Trading, Llc | 0 | -100.00 | 0 | |||||
2025-07-18 | 13F | Truist Financial Corp | 16,178 | 175.28 | 848 | 196.15 | ||||
2025-08-04 | 13F | Assetmark, Inc | 176,409 | 31.41 | 9,246 | 41.17 | ||||
2025-07-29 | 13F | Ifrah Financial Services, Inc. | 4,271 | -1.41 | 224 | 5.69 | ||||
2025-08-12 | 13F | LPL Financial LLC | 86,732 | 8.98 | 4,546 | 17.08 | ||||
2025-08-12 | 13F | NWF Advisory Services Inc. | 5,137 | 20.76 | 251 | 18.48 | ||||
2025-07-15 | 13F | LVZ Advisors, Inc. | 12,881 | 0.00 | 675 | 7.48 | ||||
2025-07-17 | 13F | Janney Montgomery Scott LLC | 33,258 | 0.04 | 2 | 0.00 | ||||
2025-07-10 | 13F | Focus Financial Network, Inc. | 26,548 | -3.98 | 1,391 | 3.19 | ||||
2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 47,661 | -1.25 | 2,498 | 6.07 | ||||
2025-07-30 | 13F | Fiduciary Planning LLC | 522,012 | -11.36 | 27,359 | -4.78 | ||||
2025-08-12 | 13F | Leigh Baldwin & Co., Llc | 7,585 | -1.30 | 398 | 6.15 | ||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 310,337 | 3.88 | 16 | 14.29 | ||||
2025-08-08 | 13F | Ogorek Anthony Joseph /ny/ /adv | 2,660 | -44.15 | 0 | |||||
2025-07-30 | 13F | TFB Advisors LLC | 13,669 | -7.90 | 716 | -1.10 | ||||
2025-07-30 | 13F | IMG Wealth Management, Inc. | 1,743 | 0.00 | 91 | 7.06 | ||||
2025-08-15 | 13F | First Heartland Consultants, Inc. | 10,503 | 550 | ||||||
2025-08-06 | 13F | Prospera Financial Services Inc | 6,135 | 10.84 | 322 | 18.89 | ||||
2025-08-04 | 13F | Family Wealth Group, LLC | 21,840 | 56.41 | 1,145 | 67.99 | ||||
2025-07-22 | 13F | Foguth Wealth Management, LLC. | 6,040 | 317 | ||||||
2025-08-11 | 13F | Regal Investment Advisors LLC | 6,545 | -4.73 | 343 | 2.39 | ||||
2025-08-06 | 13F | Founders Financial Securities Llc | 18,733 | 7.46 | 982 | 16.37 | ||||
2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 840 | 0.00 | 44 | 10.00 | ||||
2025-08-06 | 13F | AE Wealth Management LLC | 10,237 | -47.16 | 537 | -43.28 | ||||
2025-08-05 | 13F | Prosperity Consulting Group, LLC | 7,145 | 0.00 | 374 | 7.47 | ||||
2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Integrated Wealth Concepts LLC | 16,260 | 0.00 | 852 | 7.44 | ||||
2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 24,216 | 0.00 | 1,269 | 7.45 | ||||
2025-08-14 | 13F | Horizon Investments, LLC | 17,090 | 896 | ||||||
2025-07-22 | 13F | Beacon Financial Advisory LLC | 5,490 | 0.00 | 288 | 7.49 | ||||
2025-07-30 | 13F | Brookstone Capital Management | 15,019 | 114.59 | 787 | 130.79 | ||||
2025-08-04 | 13F | Spire Wealth Management | 425 | 0.00 | 22 | 10.00 | ||||
2025-07-25 | 13F | We Are One Seven, LLC | 47,070 | 1.59 | 2,467 | 9.12 | ||||
2025-08-14 | 13F | Jane Street Group, Llc | 14,149 | -23.85 | 742 | -18.21 | ||||
2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 6,210 | 16.62 | 325 | 25.48 | ||||
2025-08-12 | 13F | Winnow Wealth Llc | 0 | -100.00 | 0 | -100.00 | ||||
2025-04-08 | 13F | Cerro Pacific Wealth Advisors LLC | 0 | -100.00 | 0 | |||||
2025-07-24 | 13F | IFP Advisors, Inc | 2,558 | 0.00 | 134 | 8.06 | ||||
2025-08-13 | 13F | Townsquare Capital Llc | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | SRS Capital Advisors, Inc. | 659 | 35 | ||||||
2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 4,438 | 0.00 | 233 | 7.41 | ||||
2025-08-11 | 13F | Anfield Capital Management, LLC | 4,696 | -0.82 | 246 | 6.49 | ||||
2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 23,537 | 4.91 | 1,234 | 12.71 | ||||
2025-07-15 | 13F | World Equity Group, Inc. | 10,951 | 5.99 | 574 | 13.69 | ||||
2025-08-14 | 13F | Main Street Financial Solutions, LLC | 69,991 | 0.00 | 3,668 | 7.44 | ||||
2025-07-22 | 13F | Echo Wealth Management, LLC | 8,956 | 0.00 | 469 | 7.57 | ||||
2025-05-06 | 13F | Avantax Advisory Services, Inc. | 0 | -100.00 | 0 | |||||
2025-07-23 | 13F | Clear Creek Financial Management, LLC | 5,395 | -5.60 | 283 | 1.44 | ||||
2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 6,243 | -6.54 | 327 | 0.31 | ||||
2025-08-14 | 13F | Sunbelt Securities, Inc. | 11,836 | 12.29 | 589 | 14.59 | ||||
2025-08-07 | 13F | Allworth Financial LP | 76,289 | -32.93 | 3,998 | -26.91 | ||||
2025-08-11 | 13F | HighTower Advisors, LLC | 17,419 | 4.58 | 913 | 12.32 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 7,824 | 410 | ||||||
2025-08-13 | 13F | Laidlaw Wealth Management LLC | 21,074 | -1.11 | 1,105 | 6.26 | ||||
2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 23,834 | -5.17 | 1,249 | 1.88 | ||||
2025-08-14 | 13F | Royal Bank Of Canada | 18,172 | 0.28 | 953 | 7.81 | ||||
2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-21 | 13F | Ameritas Advisory Services, LLC | 7,838 | -22.69 | 411 | -17.67 | ||||
2025-08-06 | 13F | Maltin Wealth Management, Inc. | 24,947 | 1.29 | 1,307 | 8.83 | ||||
2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 34,271 | -12.29 | 1,796 | -5.77 | ||||
2025-07-18 | 13F | New Wave Wealth Advisors Llc | 6,372 | 334 | ||||||
2025-08-14 | 13F | Harvest Investment Services, LLC | 19,903 | 50.25 | 1,043 | 61.46 | ||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 478,414 | 20.34 | 25,074 | 29.28 | ||||
2025-08-08 | 13F | Gts Securities Llc | 8,010 | 420 | ||||||
2025-08-11 | 13F | Oder Investment Management, LLC | 17,625 | 0.00 | 924 | 7.45 | ||||
2025-08-13 | 13F | Great Diamond Partners, LLC | 109,004 | 0.22 | 5,713 | 7.65 | ||||
2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 6,579 | -9.42 | 345 | -2.82 | ||||
2025-07-25 | NP | BUFG - FT Cboe Vest Buffered Allocation Growth ETF This fund is a listed as child fund of First Trust Advisors Lp 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 | 734,076 | 12.90 | 37,232 | 14.64 | ||||
2025-08-14 | 13F | Raymond James Financial Inc | 350,790 | -1.86 | 18,385 | 5.43 | ||||
2025-07-28 | 13F | Harbour Investments, Inc. | 102,950 | 82.60 | 5,396 | 96.18 | ||||
2025-07-23 | 13F | REAP Financial Group, LLC | 232,806 | -1.31 | 12,202 | 6.01 | ||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 13,158 | -1.35 | 694 | 6.77 | ||||
2025-08-13 | 13F | Cresset Asset Management, LLC | 5,415 | 0.00 | 284 | 7.20 | ||||
2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 18,698 | 0.00 | 980 | 7.35 | ||||
2025-07-16 | 13F | Independent Wealth Network Inc. | 5,270 | 0.11 | 276 | 7.81 | ||||
2025-07-24 | 13F | McKinley Carter Wealth Services, Inc. | 9,620 | 0.00 | 504 | 7.46 | ||||
2025-08-14 | 13F | Murphy & Mullick Capital Management Corp | 650 | 0.00 | 34 | 9.68 | ||||
2025-08-14 | 13F | Old Mission Capital Llc | 9,937 | -46.42 | 521 | -42.48 | ||||
2025-07-15 | 13F | Armis Advisers, LLC | 251,479 | -1.17 | 13,180 | 6.16 | ||||
2025-04-30 | 13F | Pineridge Advisors LLC | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | GWM Advisors LLC | 14,565 | -2.02 | 763 | 5.24 | ||||
2025-07-29 | 13F | Stephens Inc /ar/ | 460,936 | 199.90 | 24,158 | 222.18 |