Mga Batayang Estadistika
| Pemilik Institusional | 146 total, 146 long only, 0 short only, 0 long/short - change of -0.68% MRQ |
| Alokasi Portofolio Rata-rata | 0.3345 % - change of 37.39% MRQ |
| Saham Institusional (Jangka Panjang) | 20,467,896 (ex 13D/G) - change of 1.42MM shares 7.43% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 905,565 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Buffer ETF - January (US:FJAN) memiliki 146 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 20,467,896 saham. Pemegang saham terbesar meliputi BUFR - FT Cboe Vest Fund of Buffer ETFs, Envestnet Asset Management Inc, BUFG - FT Cboe Vest Buffered Allocation Growth ETF, Raymond James Financial Inc, Stephens Inc /ar/, Cetera Investment Advisers, Brookstone Capital Management, Signal Advisors Wealth, LLC, Foguth Wealth Management, LLC., and Janney Montgomery Scott LLC .
Struktur kepemilikan institusional First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Buffer ETF - January (BATS:FJAN) 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 49.27 / share. Previously, on September 9, 2024, the share price was 43.77 / share. This represents an increase of 12.56% 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) |
|
|---|---|---|---|---|---|---|---|---|
| 2025-04-23 | FIRST TRUST PORTFOLIOS LP | 11,335,914 | 12,893,141 | 13.74 | 57.75 | -2.56 |
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 6,228 | -1.97 | 296 | 5.34 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 1,650 | 0.00 | 78 | 4.00 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 6,284 | -5.29 | 299 | 1.36 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 6,949 | 0.00 | 0 | |||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 17,887 | -1.61 | 1 | |||||
| 2025-05-12 | 13F | Americana Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 14,630 | 0.00 | 696 | 7.25 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 10,814 | -15.07 | 514 | -8.87 | ||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-04-15 | 13F | Chris Bulman Inc | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 1,172 | 0.00 | 56 | 7.84 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 13,883 | 7.41 | 660 | 15.18 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 24 | -79.31 | 1 | -80.00 | ||||
| 2025-08-15 | 13F | Fsb Premier Wealth Management, Inc. | 18,034 | -6.75 | 858 | 0.00 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 1,843 | 21.25 | 0 | |||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 7,575 | -60.23 | 360 | -58.81 | ||||
| 2025-07-31 | 13F | Hanlon Investment Management, Inc. | 12,312 | 41.45 | 585 | 51.55 | ||||
| 2025-08-04 | 13F | Arbor Capital Management Inc /adv | 6,124 | -2.09 | 295 | 5.76 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 44,591 | 38.01 | 2,120 | 48.04 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 63 | 0.00 | 3 | 0.00 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 10,523 | -3.71 | 500 | 3.09 | ||||
| 2025-08-08 | 13F | Tanglewood Legacy Advisors, LLC | 23,495 | 4.32 | 1,117 | 11.92 | ||||
| 2025-08-11 | 13F | Semus Wealth Partners LLC | 69,524 | 0.00 | 3,306 | 7.20 | ||||
| 2025-08-12 | 13F | Journey Strategic Wealth Llc | 5,315 | -0.11 | 253 | 7.23 | ||||
| 2025-08-07 | 13F | 1st Source Bank | 6,278 | 0.00 | 299 | 7.19 | ||||
| 2025-08-13 | 13F | Grantvest Financial Group LLC | 11,075 | 0.00 | 527 | 7.13 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 48,282 | -1.83 | 2,296 | 5.23 | ||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 7,430 | 0.00 | 353 | 7.29 | ||||
| 2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 231 | -84.12 | 0 | -100.00 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 3,200 | 0.00 | 152 | 7.09 | ||||
| 2025-05-15 | 13F | Two Sigma Securities, Llc | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 8,388 | 46.06 | 372 | 41.44 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 55,324 | 221.74 | 2,631 | 245.14 | ||||
| 2025-07-15 | 13F | McCarthy & Cox | 15,905 | -4.83 | 756 | 2.02 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 9,517 | -8.63 | 453 | -1.95 | ||||
| 2025-08-06 | 13F | Bullseye Investment Management, LLC | 7,752 | 0.00 | 344 | 0.00 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 2,150 | 100.00 | 102 | 117.02 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 692 | 0.00 | 33 | 6.67 | ||||
| 2025-07-22 | 13F | Kraematon Investment Advisors, Inc | 6,552 | -20.60 | 312 | -14.79 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 23,093 | 3.45 | 1,098 | 10.91 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 193,551 | 10.97 | 9,115 | 17.83 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 33,106 | -3.51 | 1,574 | 3.48 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 49,236 | -6.78 | 2,342 | 0.00 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 10,985 | 522 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 1,489 | -22.20 | 71 | -16.67 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 8,265 | -0.14 | 393 | 7.08 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 1,868 | 0.00 | 89 | 7.32 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 21,560 | 134.91 | 1,025 | 151.84 | ||||
| 2025-08-11 | 13F | Anfield Capital Management, LLC | 74,303 | -1.76 | 3,533 | 5.34 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 10,981 | 522 | ||||||
| 2025-08-14 | 13F | Gallagher Fiduciary Advisors, LLC | 12,449 | 54.76 | 592 | 66.01 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 16,555 | -1.05 | 787 | 6.21 | ||||
| 2025-07-18 | 13F | New Wave Wealth Advisors Llc | 0 | -100.00 | 0 | |||||
| 2025-04-18 | 13F | Lion Street Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 7,211 | -14.40 | 0 | |||||
| 2025-07-09 | 13F | Beacon Financial Group | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 466,395 | 4.40 | 22,177 | 11.93 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 127,356 | -3.16 | 6,056 | 3.82 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 9,429 | -2.73 | 448 | 4.43 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 174,283 | -12.21 | 8 | 0.00 | ||||
| 2025-07-10 | 13F | Marshall Financial Group LLC | 21,395 | 0.00 | 1,022 | 7.70 | ||||
| 2025-08-08 | 13F | 1776 Wealth LLC | 55,917 | 0.56 | 2,659 | 7.83 | ||||
| 2025-08-14 | 13F | Ambassador Advisors, LLC | 47,424 | -0.06 | 2,255 | 7.18 | ||||
| 2025-07-09 | 13F | Keystone Wealth Services, LLC | 59,594 | 9.30 | 2,834 | 17.16 | ||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 6,743 | 0.00 | 321 | 7.02 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 373,290 | -3.21 | 17,750 | 3.77 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 25,843 | -0.47 | 1,229 | 6.69 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 1,500 | 0.00 | 71 | 7.58 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 8,718 | -0.59 | 415 | 6.15 | ||||
| 2025-08-12 | 13F | Insigneo Advisory Services, Llc | 11,709 | -2.50 | 557 | 4.51 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 766 | 0.00 | 36 | 9.09 | ||||
| 2025-04-22 | 13F/A | NorthRock Partners, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 9,643 | 459 | ||||||
| 2025-07-24 | 13F | Cascade Investment Group, Inc. | 4,666 | -24.04 | 222 | -18.75 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 627 | 47.53 | 30 | 52.63 | ||||
| 2025-04-25 | 13F | Naviter Wealth, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 556 | 0.00 | 26 | 8.33 | ||||
| 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 | 11,926,812 | 1.55 | 549,110 | 1.64 | ||||
| 2025-08-05 | 13F | Integrity Financial Corp /WA | 44,848 | 0.87 | 2,133 | 8.17 | ||||
| 2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 1,885 | 0.00 | 90 | 7.23 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | AssuredPartners Investment Advisors, LLC | 8,833 | -8.73 | 420 | -2.10 | ||||
| 2025-04-11 | 13F | Pitti Group Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 205,419 | -5.77 | 10 | 0.00 | ||||
| 2025-08-14 | 13F/A | Barclays Plc | 4,212 | -4.84 | 0 | |||||
| 2025-08-06 | 13F | Csenge Advisory Group | 7,247 | -0.04 | 334 | 8.12 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 10,086 | 0.00 | 480 | 7.16 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 104,232 | -1.57 | 4,956 | 5.54 | ||||
| 2025-07-16 | 13F | Novem Group | 10,341 | 0.58 | 492 | 7.91 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 25,626 | -2.43 | 1,219 | 4.64 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 5,000 | -0.14 | 242 | 8.56 | ||||
| 2025-07-30 | 13F | TFB Advisors LLC | 31,172 | -5.91 | 1,482 | 0.88 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 26,333 | -1.83 | 1,252 | 5.30 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 243,647 | 2.60 | 12 | 10.00 | ||||
| 2025-07-18 | 13F | TruNorth Capital Management, LLC | 500 | 0.00 | 24 | 4.55 | ||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 1,960 | 0.00 | 93 | 8.14 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 193,688 | 32.59 | 9,210 | 42.16 | ||||
| 2025-08-11 | 13F | Plotkin Financial Advisors, LLC | 75,970 | 1.34 | 3,612 | 8.66 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 8,355 | -21.64 | 397 | -15.89 | ||||
| 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 | 797,215 | 12.76 | 36,704 | 21.72 | ||||
| 2025-08-04 | 13F | Family Wealth Group, LLC | 33,735 | 9.46 | 1,604 | 17.42 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 230,631 | -6.10 | 11 | 0.00 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 18,776 | 8.80 | 893 | 17.83 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 40,832 | -15.45 | 1,942 | -9.34 | ||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 14,350 | -0.17 | 1 | |||||
| 2025-08-12 | 13F | LPL Financial LLC | 210,222 | 24.56 | 9,996 | 33.55 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 10,560 | 0.00 | 502 | 7.26 | ||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 5,270 | -5.39 | 251 | 1.21 | ||||
| 2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 4,250 | -32.00 | 202 | -27.08 | ||||
| 2025-07-21 | 13F | Catalina Capital Group, LLC | 4,688 | 0.00 | 223 | 7.25 | ||||
| 2025-07-22 | 13F | Foguth Wealth Management, LLC. | 293,767 | 53.51 | 13,969 | 64.58 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 14,781 | 29.60 | 703 | 38.93 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 155,678 | 0.53 | 7,402 | 7.79 | ||||
| 2025-04-30 | 13F | Allworth Financial LP | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 5,189 | -0.67 | 247 | 6.49 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 475 | 0.00 | 23 | 4.76 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 4,743 | -13.53 | 226 | -7.41 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 5,381 | -83.65 | 256 | -82.52 | ||||
| 2025-08-06 | 13F | Valtinson Bruner Financial Planning LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-12 | 13F | Winnow Wealth Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 27,854 | 165.02 | 1,324 | 184.12 | ||||
| 2025-08-05 | 13F | Prosperity Consulting Group, LLC | 70,214 | -20.66 | 3,339 | -14.96 | ||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 39,113 | 0.00 | 1,860 | 7.21 | ||||
| 2025-08-13 | 13F | SMART Wealth LLC | 143,148 | 2.70 | 6,807 | 10.11 | ||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 11,557 | 3.25 | 550 | 10.69 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 15,767 | -31.22 | 750 | -27.49 | ||||
| 2025-07-22 | 13F | Luken Investment Analytics, LLC | 8,800 | 0.00 | 418 | 7.18 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 5,310 | -11.19 | 252 | -4.91 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 827,315 | 6.50 | 39,339 | 14.19 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 37,204 | -20.68 | 1,769 | -14.95 | ||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 79,138 | -11.67 | 3,763 | -5.29 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 6,375 | -24.00 | 303 | -18.55 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 961 | -89.38 | 46 | -88.78 | ||||
| 2025-08-14 | 13F | Harvest Investment Services, LLC | 27,864 | 24.16 | 1,325 | 33.07 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 11,262 | 1.72 | 536 | 8.96 | ||||
| 2025-07-30 | 13F | Bleakley Financial Group, LLC | 79,542 | 0.00 | 3,782 | 7.23 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 299,289 | 58.82 | 14,231 | 70.29 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 24,349 | 10.44 | 1,158 | 18.42 | ||||
| 2025-08-08 | 13F/A | Ignite Planners, LLC | 25,446 | -1.26 | 1,224 | 7.09 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 16,215 | -0.18 | 771 | 7.08 | ||||
| 2025-05-14 | 13F | Ameriprise Financial Inc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 21,131 | -1.37 | 1,005 | 5.68 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 22,126 | 9.35 | 1,052 | 17.28 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 4,821 | 231 | ||||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 535,103 | 58.69 | 25,444 | 70.15 | ||||
| 2025-07-09 | 13F | Fragasso Group Inc. | 26,088 | 0.36 | 1,240 | 7.64 | ||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 10,876 | -0.32 | 517 | 7.04 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 582,716 | 2.12 | 27,708 | 9.49 | ||||
| 2025-07-24 | 13F | McKinley Carter Wealth Services, Inc. | 7,908 | 0.00 | 376 | 7.43 | ||||
| 2025-07-21 | 13F | Synergy Financial Management, LLC | 28,004 | -1.52 | 1,332 | 5.55 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 5,303 | 252 | ||||||
| 2025-07-28 | 13F | Cornerstone Wealth Group, LLC | 4,610 | 0.00 | 219 | 7.35 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 15,646 | -0.10 | 759 | 10.48 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 21,258 | 0.01 | 1,011 | 7.22 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 444 | 21 | ||||||
| 2025-07-23 | 13F | REAP Financial Group, LLC | 82,005 | -9.48 | 3,899 | -2.94 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 108,580 | -4.76 | 5 | 0.00 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 41,560 | -7.41 | 1,908 | -4.17 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 24,156 | -34.75 | 1,149 | -30.04 | ||||
| 2025-07-16 | 13F | Independent Wealth Network Inc. | 49,927 | -1.45 | 2,374 | 5.70 |
