Mga Batayang Estadistika
| Pemilik Institusional | 144 total, 144 long only, 0 short only, 0 long/short - change of -2.70% MRQ |
| Alokasi Portofolio Rata-rata | 0.7790 % - change of -18.28% MRQ |
| Saham Institusional (Jangka Panjang) | 41,973,269 (ex 13D/G) - change of 3.73MM shares 9.75% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 948,469 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
Franklin Templeton ETF Trust - Franklin Senior Loan ETF (US:FLBL) memiliki 144 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 41,973,269 saham. Pemegang saham terbesar meliputi Franklin Resources Inc, Franklin Lexington Private Markets Fund, New York Life Investment Management Llc, Hantz Financial Services, Inc., QAI - IQ Hedge Multi-Strategy Tracker ETF, Keudell/Morrison Wealth Management, LPL Financial LLC, Envestnet Asset Management Inc, WealthPlan Investment Management, LLC, and Bank of New York Mellon Corp .
Struktur kepemilikan institusional Franklin Templeton ETF Trust - Franklin Senior Loan ETF (BATS:FLBL) 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 24.14 / share. Previously, on September 6, 2024, the share price was 24.23 / share. This represents a decline of 0.39% 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) |
|
|---|---|---|---|---|---|---|---|---|
| 2025-05-01 | NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 2,537,666 | 0.00 | |||||
| 2025-04-28 | FIRST TRUST PORTFOLIOS LP | 1,613,257 | 2,054,326 | 27.34 | 4.90 | -38.52 |
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-05-13 | 13F | CacheTech Inc. | 39,903 | 26.75 | 960 | 25.82 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 2,356,750 | 6.23 | 57 | 7.55 | ||||
| 2025-05-29 | NP | SIRAX - Sierra Tactical All Asset Fund Class A | 215,400 | 0.00 | 5,185 | -0.80 | ||||
| 2025-07-31 | 13F | Wright Fund Managment, LLC | 215,400 | 0.00 | 5,185 | 0.00 | ||||
| 2025-08-08 | 13F | Evolution Wealth Advisors, LLC | 31,355 | -1.94 | 760 | -1.30 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 188,688 | 2,338.77 | 4,572 | 2,357.53 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 152,779 | 2.72 | 4 | 0.00 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 1,251,358 | -0.63 | 30,320 | 0.03 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 209,246 | -0.33 | 5,070 | 0.34 | ||||
| 2025-08-18 | 13F | Ashford Capital Management Inc | 467,284 | 11,322 | ||||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 20,887 | -64.68 | 506 | -64.44 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 442,558 | 19.62 | 10,723 | 20.42 | ||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 255 | 0.00 | 6 | 0.00 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 43,448 | -7.06 | 1,053 | -6.41 | ||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 29,031 | 8.36 | 703 | 9.16 | ||||
| 2025-08-06 | 13F | OneAscent Wealth Management LLC | 11,408 | -34.30 | 0 | |||||
| 2025-06-27 | NP | Calamos Global Dynamic Income Fund | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-06-27 | NP | Calamos Global Total Return Fund | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 121,595 | 135.07 | 2,939 | 140.82 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 17 | 0 | ||||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 18,039 | -71.08 | 437 | -70.89 | ||||
| 2025-08-04 | 13F | Wealth Management Associates, Inc. | 42,695 | -10.91 | 1,034 | -10.32 | ||||
| 2025-07-15 | 13F | McAdam, LLC | 54,458 | 37.48 | 1,320 | 38.41 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 30,765 | -35.55 | 745 | -35.10 | ||||
| 2025-06-30 | 13F/A | Deutsche Bank Ag\ | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 49,117 | -8.57 | 1,187 | -8.28 | ||||
| 2025-06-27 | NP | Calamos ETF Trust - Calamos Alternative Nasdaq & Bond ETF | 34,652 | -34.69 | 830 | -35.91 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 55,589 | -33.15 | 1 | -50.00 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 56,158 | -6.43 | 1,361 | -5.82 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 151,305 | -16.60 | 3,666 | -16.03 | ||||
| 2025-07-09 | 13F | Bank of New Hampshire | 111 | 0.00 | 3 | 0.00 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 9,523 | 0.50 | 0 | |||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 263,552 | -2.87 | 6,385 | -2.24 | ||||
| 2025-05-02 | 13F | Transcendent Capital Group LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Calamos Advisors LLC | 304,920 | -62.82 | 7,388 | -62.58 | ||||
| 2025-03-11 | 13F | Anchor Pointe Wealth Management, LLC | 11,423 | 277 | ||||||
| 2025-06-26 | NP | FOPC - Frontier Asset Opportunistic Credit ETF | 162,608 | -45.93 | 3,896 | -46.93 | ||||
| 2025-07-09 | 13F | Capital Wealth Management, Llc | 56,915 | -3.12 | 1,379 | -2.48 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 183,705 | -20.13 | 4,451 | -19.60 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 27,435 | -8.41 | 665 | -7.78 | ||||
| 2025-08-14 | 13F | Sei Investments Co | 21,337 | 517 | ||||||
| 2025-07-07 | 13F | Insight Wealth Strategies, LLC | 29,099 | 133.22 | 702 | 133.67 | ||||
| 2025-07-22 | 13F | Keudell/Morrison Wealth Management | 1,539,692 | 1.43 | 37,307 | 2.10 | ||||
| 2025-04-23 | 13F | Systelligence, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Stifel Financial Corp | 35,143 | -43.54 | 852 | -43.19 | ||||
| 2025-07-16 | 13F | Eagle Global Advisors Llc | 55,790 | -3.46 | 1,352 | -2.88 | ||||
| 2025-05-15 | 13F | Old Mission Capital Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-01 | 13F | New York Life Investment Management Llc | 2,612,190 | 63,293 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 184,117 | 6,967.83 | 4,461 | 7,095.16 | ||||
| 2025-04-23 | 13F | Continuum Advisory, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | FDx Advisors, Inc. | 33,174 | -2.56 | 1 | |||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 1,078 | 19.12 | 26 | 23.81 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 35,721 | 866 | ||||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 31 | -8.82 | 1 | |||||
| 2025-08-15 | 13F | Global View Capital Management LLC | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 750,910 | -9.01 | 18,195 | -8.40 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 102 | 2 | ||||||
| 2025-08-08 | 13F | Independence Financial Advisors, LLC | 232,696 | 3.10 | 5,638 | 3.79 | ||||
| 2025-08-13 | 13F | Consultiva Wealth Management, Corp. | 500 | 0.00 | 12 | 0.00 | ||||
| 2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 38,564 | -5.35 | 934 | -4.69 | ||||
| 2025-08-07 | 13F | Zurcher Kantonalbank (Zurich Cantonalbank) | 12,575 | 304 | ||||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | -100.00 | 0 | |||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 2,550 | 0.00 | 62 | 0.00 | ||||
| 2025-05-16 | 13F/A | Kestra Investment Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | Key Client Fiduciary Advisors, LLC | 39,944 | -14.49 | 968 | -13.97 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 693 | 421.05 | 17 | 433.33 | ||||
| 2025-07-30 | 13F | TFB Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 35,721 | 866 | ||||||
| 2025-07-09 | 13F | Fiduciary Alliance LLC | 42,500 | 1,030 | ||||||
| 2025-05-13 | 13F | Adams Wealth Management | 39,903 | 26.75 | 960 | 25.82 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 46,637 | -39.30 | 1,130 | -38.89 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 201,291 | -1.42 | 4,877 | -0.75 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 349,238 | -66.08 | 8,463 | -65.81 | ||||
| 2025-07-22 | 13F | Oak Hill Wealth Advisors, Llc | 27,588 | 0.36 | 667 | 0.76 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 550 | 0.00 | 13 | 0.00 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 75,667 | -3.97 | 1,833 | -3.32 | ||||
| 2025-07-28 | 13F | Mission Hills Financial Advisory, LLC | 159,672 | 16.12 | 3,869 | 16.89 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 11,341 | 43.47 | 275 | 43.46 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 783 | 19 | ||||||
| 2025-04-23 | 13F | VisionPoint Advisory Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 46,234 | -44.30 | 1,120 | -43.92 | ||||
| 2025-08-05 | 13F | Summit Investment Advisory Services, LLC | 176,273 | 4,271 | ||||||
| 2025-07-21 | 13F | Andina Capital Management, LLC | 107,222 | -14.46 | 2,598 | -13.92 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Private Advisory Group LLC | 0 | -100.00 | 0 | |||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 3,931 | 143.25 | 0 | |||||
| 2025-07-22 | 13F | Foguth Wealth Management, LLC. | 154,685 | -18.57 | 3,748 | -18.02 | ||||
| 2025-08-15 | NP | Guardian Variable Products Trust - Guardian Multi-Sector Bond VIP Fund | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-16 | 13F | Kerntke Otto McGlone Wealth Management Group | 9,953 | -33.07 | 241 | -32.49 | ||||
| 2025-06-25 | NP | QAI - IQ Hedge Multi-Strategy Tracker ETF | 1,937,489 | 46,422 | ||||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 679,829 | -3.08 | 16,472 | -2.43 | ||||
| 2025-08-14 | 13F | Janus Henderson Group Plc | 0 | -100.00 | 0 | |||||
| 2025-06-24 | NP | XFFLX - Franklin Floating Rate Master Series Class A | 112,166 | 0.00 | 2,687 | -1.83 | ||||
| 2025-07-17 | 13F | CWA Asset Management Group, LLC | 14,053 | 341 | ||||||
| 2025-08-25 | NP | MAINSTAY VP FUNDS TRUST - MainStay VP IQ Hedge Multi-Strategy Portfolio Initial Class | 574,426 | 13,918 | ||||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 34 | 1,033.33 | 1 | |||||
| 2025-08-13 | 13F | JT Stratford LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 52,943 | 0.35 | 1,283 | 1.02 | ||||
| 2025-07-16 | 13F | Marmo Financial Group, LLC | 105,559 | 0.60 | 2,558 | 1.27 | ||||
| 2025-08-01 | 13F | American Financial & Tax Strategies Inc | 115,943 | 2.10 | 2,809 | 2.78 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 12,032 | 6.10 | 292 | 6.99 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 29,100 | 12.42 | 705 | 13.16 | ||||
| 2025-08-11 | 13F | Anfield Capital Management, LLC | 5,026 | 3.71 | 122 | 4.31 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 1,299 | -97.74 | 31 | -97.75 | ||||
| 2025-07-28 | 13F | DORVAL Corp | 610,381 | -13.37 | 14,790 | -13.64 | ||||
| 2025-08-28 | NP | Franklin Lexington Private Markets Fund | 7,282,269 | 0.00 | 176,449 | 0.66 | ||||
| 2025-07-14 | 13F | Rooted Wealth Advisors, Inc. | 65,481 | 22.39 | 1,586 | 27.11 | ||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 11 | 0 | ||||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 1,074 | 0.00 | 26 | 4.00 | ||||
| 2025-05-02 | 13F | Larson Financial Group LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 990 | -10.97 | 24 | -11.54 | ||||
| 2025-07-15 | 13F | Sightline Wealth Advisors, LLC | 22,298 | -21.53 | 540 | -20.94 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 22,154 | 537 | ||||||
| 2025-08-14 | 13F | Strategic Wealth Designers | 7 | 0 | ||||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 138,455 | 37.53 | 3,355 | 38.42 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 735,647 | 24.54 | 17,825 | 25.36 | ||||
| 2025-08-04 | 13F | Clear Investment Research, Llc | 166 | -48.92 | 4 | -42.86 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 570 | 26.67 | 0 | |||||
| 2025-07-18 | 13F | Pennsylvania Capital Management Inc /adv | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Summit Investment Advisors, Inc. | 177,999 | 2.71 | 4,288 | 3.73 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 87,833 | -0.22 | 2,128 | 0.47 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 210,356 | -12.28 | 5,097 | -11.70 | ||||
| 2025-08-28 | 13F | China Universal Asset Management Co., Ltd. | 9,000 | 218 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 11,233 | -0.01 | 272 | 0.74 | ||||
| 2025-08-28 | NP | SSIZX - Sierra Tactical Core Income Fund Class A Shares | 584,300 | 851.63 | 14,158 | 845.06 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 20,670 | -21.48 | 501 | -21.01 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 57,372 | 6.38 | 1,390 | 7.09 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 7 | -99.90 | 0 | -100.00 | ||||
| 2025-07-16 | 13F | Kathmere Capital Management, LLC | 63,025 | 3.96 | 1,527 | 4.66 | ||||
| 2025-07-21 | 13F | Curran Financial Partners, LLC | 356,750 | 8,644 | ||||||
| 2025-08-15 | 13F | Prevail Innovative Wealth Advisors, Llc | 669,237 | 5.66 | 16,216 | 6.36 | ||||
| 2025-07-23 | 13F | Elm3 Financial Group, LLC | 30,068 | -2.02 | 729 | -1.36 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 90,430 | 8.76 | 2,191 | 9.50 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 163,481 | -69.04 | 3,961 | -68.84 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 562,712 | 41.48 | 13,627 | 42.34 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 351,097 | -21.49 | 8,507 | -20.96 | ||||
| 2025-05-20 | 13F/A | Colony Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 29,956 | -2.03 | 1 | |||||
| 2025-07-14 | 13F | Seed Wealth Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-06-20 | NP | JIII - Janus Henderson Income ETF | 143,556 | 240.39 | 3,440 | 234.21 | ||||
| 2025-08-27 | NP | Calamos Aksia Alternative Credit & Income Fund | 249,918 | 74.96 | 6,056 | 74.70 | ||||
| 2025-07-15 | 13F | Heritage Oak Wealth Advisors Llc | 26,023 | -78.43 | 631 | -78.30 | ||||
| 2025-07-17 | 13F | Paradigm Financial Partners, Llc | 121,372 | 4.02 | 2,941 | 4.70 | ||||
| 2025-04-23 | 13F | Creative Financial Designs Inc /adv | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 20,199 | 450.08 | 489 | 455.68 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 19,728 | 478 | ||||||
| 2025-08-14 | 13F | Hrt Financial Lp | 0 | -100.00 | 0 | |||||
| 2025-05-05 | 13F | Eagle Bay Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 10,740 | -9.73 | 260 | -9.09 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Comprehensive Wealth Management, LLC | 30,693 | 744 | ||||||
| 2025-07-29 | 13F | Aire Advisors, Llc | 259,002 | -0.90 | 6,276 | -0.24 | ||||
| 2025-08-14 | 13F | Comerica Bank | 1,055 | -2.76 | 26 | -3.85 | ||||
| 2025-08-06 | 13F | Sage Advisory Services, Ltd.Co. | 371,398 | 5.24 | 8,999 | 5.95 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 1,335 | 32 | ||||||
| 2025-08-25 | 13F | Fulcrum Equity Management | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Franklin Resources Inc | 9,227,596 | 0.00 | 223,585 | 0.67 | ||||
| 2025-07-14 | 13F | IronOak Wealth LLC. | 72,007 | 1,745 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 5,950 | -54.75 | 144 | -54.86 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 4,621 | 0.46 | 112 | 0.91 | ||||
| 2025-08-04 | 13F | Waterfront Wealth Inc. | 21,505 | 5.17 | 521 | 5.89 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 6,176 | -24.46 | 150 | -23.59 | ||||
| 2025-08-01 | 13F | Brinker Capital Investments, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | Fermata Advisors, LLC | 13,115 | -0.05 | 318 | 0.63 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 10,034 | 24.17 | 243 | 25.26 | ||||
| 2025-05-01 | 13F | 3EDGE Asset Management, LP | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Prentice Wealth Management LLC | 532,052 | -30.96 | 12,892 | -30.51 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 143,218 | 43.57 | 3 | 50.00 | ||||
| 2025-08-08 | 13F | Intrua Financial, LLC | 24,450 | -9.91 | 592 | -9.34 | ||||
| 2025-05-09 | 13F | GeoWealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | WealthPLAN Partners, LLC | 150,667 | -34.52 | 3,651 | -34.09 | ||||
| 2025-08-14 | 13F | Clark Capital Management Group, Inc. | 86,504 | 2,096 |
Other Listings
| PE:FLBL |
