Mga Batayang Estadistika
| Pemilik Institusional | 224 total, 224 long only, 0 short only, 0 long/short - change of -11.07% MRQ |
| Alokasi Portofolio Rata-rata | 0.0853 % - change of 11.87% MRQ |
| Saham Institusional (Jangka Panjang) | 4,431,646 (ex 13D/G) - change of -0.34MM shares -7.11% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 431,168 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
First Trust Exchange-Traded AlphaDEX Fund - First Trust Health Care AlphaDEX Fund (US:FXH) memiliki 224 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 4,431,646 saham. Pemegang saham terbesar meliputi Morgan Stanley, Wells Fargo & Company/mn, LPL Financial LLC, Bank Of America Corp /de/, Raymond James Financial Inc, UBS Group AG, Rockport Wealth LLC, Vestmark Advisory Solutions, Inc., Goldman Sachs Group Inc, and Ameriprise Financial Inc .
Struktur kepemilikan institusional First Trust Exchange-Traded AlphaDEX Fund - First Trust Health Care AlphaDEX Fund (ARCA:FXH) 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 4, 2025 is 108.33 / share. Previously, on September 5, 2024, the share price was 111.30 / share. This represents a decline of 2.66% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 190 | 0.00 | 20 | 0.00 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 0 | -100.00 | 0 | |||||
| 2025-04-29 | 13F | Pensionmark Financial Group, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 302 | 0.00 | 31 | 0.00 | ||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 57 | 0.00 | 6 | 0.00 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 7,088 | 0.04 | 735 | 0.14 | ||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 2,377 | -48.91 | 246 | -48.96 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 5,576 | -30.48 | 578 | -30.36 | ||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Prasad Wealth Partners, LLC | 2,941 | -7.60 | 305 | -7.60 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 308,278 | -7.99 | 31,962 | -7.92 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 5,204 | 0.00 | 540 | 0.00 | ||||
| 2025-07-22 | 13F | Old National Bancorp /in/ | 5,472 | 0.00 | 567 | 0.18 | ||||
| 2025-07-17 | 13F | DiNuzzo Private Wealth, Inc. | 57 | 0.00 | 6 | 0.00 | ||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 320 | 0.00 | 33 | 0.00 | ||||
| 2025-08-06 | 13F | Smart Money Group LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | GWM Advisors LLC | 7,358 | -6.62 | 763 | -6.62 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 943 | 396.32 | 98 | 410.53 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 93,216 | -2.20 | 10 | 0.00 | ||||
| 2025-07-31 | 13F | Topsail Wealth Management, LLC | 1,282 | 0.00 | 133 | 0.00 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 2,245 | 0.18 | 233 | 0.00 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 40 | 11.11 | 4 | 33.33 | ||||
| 2025-08-06 | 13F | Centerpoint Advisory Group | 5,163 | 0.00 | 535 | 0.19 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | BlackRock, Inc. | 520 | 0.00 | 54 | 0.00 | ||||
| 2025-07-11 | 13F | Financial Advisory Corp | 20,779 | -5.99 | 2,154 | -5.90 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 2,040 | -7.73 | 212 | -8.26 | ||||
| 2025-08-13 | 13F | Rockport Wealth LLC | 151,419 | 15,699 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 7,954 | -7.94 | 825 | -7.93 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 1,440 | -1.30 | 149 | -1.32 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 74,527 | -1.14 | 8 | 0.00 | ||||
| 2025-07-14 | 13F | Iams Wealth Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 3,378 | -6.17 | 350 | -5.91 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 301 | -5.64 | 31 | 0.00 | ||||
| 2025-08-14 | 13F | Comerica Bank | 2,649 | -5.43 | 275 | -5.52 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 49,532 | -0.67 | 5,135 | -0.58 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 2,175 | -10.64 | 225 | -10.71 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 4,230 | 16.27 | 439 | 16.49 | ||||
| 2025-04-30 | 13F | Blackhawk Capital Partners LLC. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 3,312 | -6.36 | 343 | -6.28 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 120,819 | -2.54 | 12,527 | -2.46 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 121 | 163.04 | 13 | 200.00 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 3,897 | 64.29 | 404 | 64.90 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 200 | 0.00 | 21 | 0.00 | ||||
| 2025-07-31 | 13F | City State Bank | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Signature Wealth Management Partners, LLC | 3,423 | -0.49 | 355 | -0.56 | ||||
| 2025-05-05 | 13F | PCA Investment Advisory Services Inc. | 0 | -100.00 | 0 | |||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 60,192 | -6.93 | 6,243 | -6.86 | ||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 40 | 0.00 | 4 | 0.00 | ||||
| 2025-05-02 | 13F | Apollon Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 0 | 0 | ||||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 40 | 0.00 | 4 | 0.00 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 100 | 0.00 | 10 | 0.00 | ||||
| 2025-08-14 | 13F | Fmr Llc | 3,054 | -1.67 | 317 | -1.56 | ||||
| 2025-08-14 | 13F | Transamerica Financial Advisors, Inc. | 2 | 0.00 | 0 | |||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 20,414 | 0.00 | 2,117 | 0.09 | ||||
| 2025-08-11 | 13F | SFI Advisors, LLC | 34,445 | -4.88 | 3,571 | -4.80 | ||||
| 2025-07-08 | 13F | Atwood & Palmer Inc | 1,090 | 0.00 | 113 | 0.89 | ||||
| 2025-08-07 | 13F | Americana Partners, LLC | 2,917 | -0.03 | 303 | 0.00 | ||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 526 | 62.85 | 0 | |||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | ORG Partners LLC | 1,438 | 150 | ||||||
| 2025-07-18 | 13F | Wetzel Investment Advisors, Inc. | 2,740 | 0.00 | 284 | 0.35 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 5,521 | 0.00 | 572 | 0.18 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 1,865 | 55.42 | 193 | 55.65 | ||||
| 2025-07-23 | 13F | REAP Financial Group, LLC | 1,383 | -30.54 | 143 | -30.58 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 6,180 | 0.00 | 641 | 0.00 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 839 | 1.08 | 87 | 1.18 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 7,916 | -7.05 | 810 | -3.69 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Insight Advisors, LLC/ PA | 3,679 | -12.45 | 381 | -12.41 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 5,815 | -80.35 | 603 | -80.37 | ||||
| 2025-08-11 | 13F | Novak & Powell Financial Services, Inc. | 4,751 | 0.00 | 493 | 0.00 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 1,009,987 | -8.60 | 104,716 | -8.53 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 13,479 | 10,268.46 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 7,372 | -0.62 | 764 | -0.52 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 7,396 | -33.01 | 767 | -32.98 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 1,292 | 0.00 | 134 | 0.00 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 21,283 | -17.74 | 2,207 | -17.69 | ||||
| 2025-07-21 | 13F | Creative Capital Management Investments LLC | 349 | 0.00 | 36 | 0.00 | ||||
| 2025-05-15 | 13F | Pinnacle Family Advisors, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-12 | 13F | Clearwater Capital Advisors, LLC | 2,000 | 0.00 | 207 | 0.00 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 2,482 | -3.65 | 0 | |||||
| 2025-08-04 | 13F | L.m. Kohn & Company | 2,416 | -9.72 | 250 | -9.75 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 47,006 | 4.24 | 5 | 0.00 | ||||
| 2025-07-14 | 13F | Farmers & Merchants Investments Inc | 175 | 0.00 | 18 | 0.00 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 0 | -100.00 | 0 | |||||
| 2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Hancock Whitney Corp | 7,000 | 0.00 | 726 | 0.00 | ||||
| 2025-07-30 | 13F | Pacific Sun Financial Corp | 3,810 | -4.27 | 395 | -4.13 | ||||
| 2025-07-25 | 13F | Apollon Financial, LLC | 10,895 | -2.20 | 1,130 | -2.17 | ||||
| 2025-07-07 | 13F | Dominguez Wealth Management Solutions, Inc. | 2,833 | 0.04 | 294 | 0.00 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 9,099 | -0.96 | 943 | -0.84 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 54,803 | -14.52 | 5,682 | -14.47 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 6,724 | 6.66 | 697 | 6.74 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 3,660 | 0.03 | 379 | 0.00 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 5,247 | 3.35 | 544 | 3.62 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 4,624 | 0.00 | 479 | 0.00 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F/A | CX Institutional | 10,123 | -45.98 | 1 | 0.00 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 6,143 | -9.13 | 637 | -9.14 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 9,286 | 0.69 | 963 | 0.73 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 828 | 3.24 | 86 | 3.61 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 32,875 | 44.52 | 3,408 | 44.65 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 357 | 0.00 | 37 | 2.78 | ||||
| 2025-08-08 | 13F | Security Financial Services, INC. | 15,079 | 0.00 | 1,563 | 0.06 | ||||
| 2025-08-01 | 13F | GoalVest Advisory LLC | 4,383 | 0.00 | 454 | 0.00 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 4,949 | 0.02 | 513 | 0.20 | ||||
| 2025-08-14 | 13F | Vivaldi Capital Management, LLC | 2,466 | -21.24 | 256 | -21.30 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 14,191 | 8.48 | 1,471 | 8.56 | ||||
| 2025-04-25 | 13F | WASHINGTON TRUST Co | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Allworth Financial LP | 1,960 | 15.57 | 203 | 21.56 | ||||
| 2025-08-13 | 13F | Luminist Capital LLC | 34 | 0.00 | 4 | 0.00 | ||||
| 2025-07-17 | 13F | Global Trust Asset Management, LLC | 175 | 0.00 | 18 | 0.00 | ||||
| 2025-07-28 | 13F | WealthPLAN Partners, LLC | 6,309 | 2.80 | 654 | 2.99 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 3,290 | 0 | ||||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 9,069 | 129.48 | 940 | 129.83 | ||||
| 2025-07-08 | 13F | Lowe Wealth Advisors, LLC | 161 | 0.00 | 17 | 0.00 | ||||
| 2025-08-07 | 13F | PCG Wealth Advisors, LLC | 13,473 | 433.58 | 1,397 | 434.87 | ||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 223 | -28.75 | 23 | -28.12 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 9,452 | -3.27 | 980 | -3.16 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 16,892 | -17.00 | 1,751 | -16.94 | ||||
| 2025-08-08 | 13F | Flaharty Asset Management, LLC | 97 | 0.00 | 10 | 0.00 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 416 | -0.24 | 43 | 0.00 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 12 | 0.00 | 1 | 0.00 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Blair William & Co/il | 165 | 0.00 | 17 | 0.00 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 41,658 | 323.74 | 4,319 | 324.26 | ||||
| 2025-07-17 | 13F | Wagner Wealth Management, Llc | 10,885 | -6.36 | 1,129 | -6.31 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 601 | 49.88 | 62 | 51.22 | ||||
| 2025-07-21 | 13F | Crews Bank & Trust | 353 | 37 | ||||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 4,139 | -4.10 | 429 | -3.60 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 720 | -26.61 | 0 | |||||
| 2025-08-04 | 13F | Spire Wealth Management | 4,378 | -76.38 | 454 | -76.39 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 68 | 0.00 | 7 | 0.00 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 30,990 | 570.78 | 3,213 | 572.18 | ||||
| 2025-07-15 | 13F | MCF Advisors LLC | 326 | 0.00 | 34 | 0.00 | ||||
| 2025-08-08 | 13F | TD Capital Management LLC | 50 | 0.00 | 5 | 0.00 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 2 | -50.00 | 0 | |||||
| 2025-08-12 | 13F | TCTC Holdings, LLC | 450 | 0.00 | 47 | 0.00 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 8,382 | -32.98 | 869 | -32.90 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 14,377 | -2.12 | 1,491 | -2.04 | ||||
| 2025-08-13 | 13F | Truvestments Capital Llc | 802 | 0.12 | 83 | 0.00 | ||||
| 2025-08-08 | 13F | Creative Planning | 4,409 | -4.92 | 457 | -4.79 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 12 | 0.00 | 1 | 0.00 | ||||
| 2025-08-11 | 13F | Lake Street Financial Llc | 8,260 | -1.90 | 856 | -1.83 | ||||
| 2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 3,979 | 9.31 | 413 | 9.28 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 258,181 | -6.00 | 26,768 | -5.92 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 6,135 | -5.44 | 636 | -5.36 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 4,728 | 0.00 | 490 | 0.20 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Green Harvest Asset Management LLC | 59,735 | -62.95 | 6,193 | -62.92 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 4,734 | -0.19 | 491 | -0.20 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 680 | 0.00 | 71 | 11.11 | ||||
| 2025-07-23 | 13F | Morey & Quinn Wealth Partners, LLC | 13,298 | -15.20 | 1,379 | -15.15 | ||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 5,675 | 0.05 | 588 | 0.17 | ||||
| 2025-08-05 | 13F | Prosperity Consulting Group, LLC | 14,597 | -0.94 | 1,513 | -0.85 | ||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 2,417 | 251 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 165,401 | -3.97 | 17,149 | -3.90 | ||||
| 2025-07-14 | 13F | ABLE Financial Group, LLC | 2,406 | -3.95 | 249 | -3.86 | ||||
| 2025-08-07 | 13F | Mosaic Financial Group, Llc | 4,300 | 0.00 | 0 | |||||
| 2025-08-12 | 13F | Spectrum Wealth Advisory Group, LLC | 5,769 | 0.00 | 598 | 0.17 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 3,014 | -13.64 | 313 | -13.57 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 20,236 | -5.25 | 2,098 | -5.15 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 6,942 | -4.29 | 721 | -4.26 | ||||
| 2025-04-29 | 13F | Hm Payson & Co | 125 | 0.00 | 13 | -7.69 | ||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 575 | -2.38 | 60 | -3.28 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 367,188 | -25.43 | 38,070 | -25.38 | ||||
| 2025-08-11 | 13F | Hexagon Capital Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-04-08 | 13F | Private Client Services, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | One Charles Private Wealth Services, LLC | 5,472 | -0.76 | 567 | -0.70 | ||||
| 2025-07-15 | 13F | Christensen, King & Associates Investment Services, Inc. | 2,544 | 0.00 | 264 | -1.50 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 4,204 | 59.12 | 434 | 59.56 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 469 | 0.00 | 0 | |||||
| 2025-07-31 | 13F | Moment Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Hallmark Capital Management Inc | 0 | -100.00 | 0 | |||||
| 2025-04-29 | 13F | Lee Danner & Bass Inc | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | Cathy Pareto & Associates, Inc | 7,099 | -8.44 | 736 | -8.47 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 1,125 | 0.00 | 117 | 0.00 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 218 | 0.00 | 23 | 0.00 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 3,669 | -1.82 | 380 | -1.81 | ||||
| 2025-08-08 | 13F | Glassman Wealth Services | 0 | -100.00 | 0 | |||||
| 2025-05-08 | 13F | Fsb Premier Wealth Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Virtue Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 124,184 | 109.52 | 12,875 | 109.69 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 254,954 | -5.52 | 26,434 | -5.45 | ||||
| 2025-07-23 | 13F | Trueblood Wealth Management, LLC | 3,260 | 0.06 | 338 | 0.00 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 2,857 | -28.09 | 296 | -28.33 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 11,929 | -2.02 | 1,231 | -2.46 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 153 | 16 | ||||||
| 2025-05-08 | 13F | Great Valley Advisor Group, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 5,759 | -44.33 | 597 | -44.26 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 13,176 | -2.95 | 1,366 | -2.84 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 100 | 0.00 | 10 | 0.00 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 45 | -35.71 | 5 | -42.86 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 58,881 | -2.93 | 6,105 | -2.83 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 20 | 0.00 | 2 | 0.00 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Global Financial Private Client, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 3,278 | -30.70 | 0 | |||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 33,715 | 6.63 | 3,496 | 6.72 | ||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 216 | 0.00 | 22 | 0.00 | ||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 2,968 | -21.75 | 0 | |||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 3,273 | 9.87 | 339 | 10.06 | ||||
| 2025-07-21 | 13F | HighMark Wealth Management LLC | 210 | 0.00 | 22 | 0.00 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 401 | 17.94 | 42 | 17.14 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 1,234 | -5.95 | 128 | -5.93 | ||||
| 2025-07-16 | 13F | Register Financial Advisors LLC | 1,406 | 0.00 | 146 | 0.00 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 6,715 | -0.22 | 696 | -0.14 | ||||
| 2025-07-15 | 13F | Financial Partners Group, Inc | 6,358 | 0.02 | 659 | 0.15 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 35,274 | -3.11 | 3,657 | -3.02 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 16,944 | 81.74 | 1,757 | 83.30 | ||||
| 2025-05-28 | 13F | Intrua Financial, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 28,198 | -0.28 | 2,924 | -0.20 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 20 | 0.00 | 2 | 0.00 | ||||
| 2025-08-08 | 13F | MTM Investment Management, LLC | 2,445 | -5.31 | 253 | -4.53 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 0 | -100.00 | 0 | |||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 176 | 0.00 | 18 | 0.00 | ||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 50 | 0.00 | 5 | 0.00 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 32,877 | 7.21 | 3,409 | 7.30 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 587 | -26.99 | 61 | -27.71 | ||||
| 2025-04-30 | 13F | Synergy Investment Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 101,161 | -20.71 | 10,482 | -20.71 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 2,764 | -8.33 | 285 | -8.65 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 5,528 | -0.52 | 573 | -0.35 | ||||
| 2025-07-23 | 13F | Gentry Private Wealth, Llc | 4,383 | 0.00 | 454 | 0.00 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 162 | -41.94 | 17 | -42.86 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | RMG Wealth Management LLC | 677 | 68 | ||||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 6,127 | 0.00 | 635 | 0.16 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 935 | 0.00 | 0 | |||||
| 2025-08-19 | 13F | Delos Wealth Advisors, LLC | 1,648 | 171 | ||||||
| 2025-08-08 | 13F | 1776 Wealth LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | HHM Wealth Advisors, LLC | 694 | 0.00 | 72 | 0.00 | ||||
| 2025-08-05 | 13F | Holistic Financial Partners | 33,277 | -23.63 | 3,450 | -23.55 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | QTR Family Wealth, LLC | 4,183 | -9.97 | 434 | -9.98 | ||||
| 2025-07-17 | 13F | Alliance Wealth Advisors, LLC | 5,697 | -5.68 | 591 | -5.60 | ||||
| 2025-08-11 | 13F | Tidemark, LLC | 952 | -0.63 | 99 | -1.01 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 32 | 0.00 | 3 | 0.00 | ||||
| 2025-08-07 | 13F | PFG Advisors | 2,168 | -34.93 | 225 | -35.07 | ||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 1,757 | 182 | ||||||
| 2025-08-01 | 13F | MorganRosel Wealth Management, LLC | 450 | 0.00 | 47 | 0.00 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 4,068 | -18.20 | 422 | -18.57 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 846 | 1,822.73 | 87 | 2,075.00 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-11 | 13F | Empowered Funds, LLC | 0 | -100.00 | 0 | |||||
| 2025-04-09 | 13F | HBW Advisory Services LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 133 | 0.00 | 14 | 0.00 | ||||
| 2025-07-23 | 13F | Schrum Private Wealth Management LLC | 14,938 | 0.00 | 1,549 | 0.06 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 60 | 6 | ||||||
| 2025-08-06 | 13F | New Millennium Group LLC | 0 | 0 | ||||||
| 2025-08-07 | 13F | Cahill Financial Advisors Inc | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Northeast Financial Consultants Inc | 4,050 | 0.00 | 420 | 0.00 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 191 | 0.00 | 20 | 0.00 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 306 | 0.00 | 32 | 0.00 | ||||
| 2025-05-09 | 13F | NewEdge Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 14,723 | 9.93 | 2 | 0.00 | ||||
| 2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 0 | -100.00 | 0 | |||||
| 2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 2,342 | 0.00 | 242 | 3.42 | ||||
| 2025-05-29 | 13F/A | Nova Wealth Management, Inc. | 61 | 0.00 | 6 | 0.00 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 1,111 | 114 | ||||||
| 2025-08-01 | 13F | Brinker Capital Investments, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Addison Advisors LLC | 547 | 0.00 | 57 | 0.00 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 934 | 97 | ||||||
| 2025-08-12 | 13F | Richmond Investment Services, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 152 | -66.00 | 16 | -67.39 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 29 | 0.00 | 3 | 0.00 | ||||
| 2025-08-01 | 13F | Petra Financial Advisors Inc | 2,566 | 0.00 | 266 | 0.38 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 2,442 | -56.56 | 253 | -56.53 | ||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 0 | -100.00 | 0 |
Other Listings
| MX:FXH |
