Mga Batayang Estadistika
| Pemilik Institusional | 204 total, 204 long only, 0 short only, 0 long/short - change of 1.49% MRQ |
| Alokasi Portofolio Rata-rata | 0.7238 % - change of -3.05% MRQ |
| Saham Institusional (Jangka Panjang) | 37,922,402 (ex 13D/G) - change of 3.15MM shares 9.06% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 1,671,219 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
Invesco Actively Managed Exchange-Traded Fund Trust - Invesco Total Return Bond ETF (US:GTO) memiliki 204 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 37,922,402 saham. Pemegang saham terbesar meliputi LPL Financial LLC, Advisor Group Holdings, Inc., Envestnet Asset Management Inc, Invesco Ltd., Morgan Stanley, Cwm, Llc, Private Advisor Group, LLC, Bank of New York Mellon Corp, Bank Of America Corp /de/, and Brio Consultants, LLC .
Struktur kepemilikan institusional Invesco Actively Managed Exchange-Traded Fund Trust - Invesco Total Return Bond ETF (ARCA:GTO) 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 47.47 / share. Previously, on September 6, 2024, the share price was 48.37 / share. This represents a decline of 1.86% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Avid Wealth Partners LLC | 80,192 | -27.02 | 3,760 | -27.08 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 209,747 | 1.81 | 9,867 | 2.05 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 130,771 | 16.28 | 6,132 | 16.18 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 13,200 | -64.98 | 619 | -64.91 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 4,554 | -45.81 | 214 | -45.94 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 31,052 | -7.73 | 1 | 0.00 | ||||
| 2025-08-14 | 13F | Treasure Coast Financial Planning | 34,095 | -1.98 | 1,599 | -2.08 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 13,635 | 12.98 | 639 | 14.11 | ||||
| 2025-07-02 | 13F | Howard Financial Services, Ltd. | 711,727 | -0.43 | 33,373 | -0.52 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 14,711 | 0.00 | 690 | -0.14 | ||||
| 2025-08-14 | 13F | Prestige Wealth Management Group LLC | 559 | -65.26 | 26 | -65.33 | ||||
| 2025-08-14 | 13F | UBS Group AG | 17 | -88.19 | 1 | -100.00 | ||||
| 2025-07-10 | 13F | Stewardship Advisors, LLC | 245,800 | 0.27 | 11,526 | 0.18 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 18,585 | 871 | ||||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 16,101 | 0.42 | 755 | 0.27 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 82,012 | -25.90 | 3,846 | -25.96 | ||||
| 2025-08-11 | 13F | Vista Cima Wealth Management LLC | 18,002 | 0.04 | 844 | 0.00 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 598,765 | 2.91 | 28,076 | 2.82 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 7,549 | -16.26 | 354 | -16.55 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 20,527 | 0.00 | 963 | 0.21 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Financial Designs Corp | 16,673 | -4.91 | 782 | -4.99 | ||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 274,892 | 11.51 | 12,890 | 11.42 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 42 | 2 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 224,356 | 14.78 | 10,486 | 14.64 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 26,014 | -40.36 | 1,220 | -40.45 | ||||
| 2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 110,188 | 49.38 | 5,167 | 50.96 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 643,497 | 7.40 | 30,174 | 7.30 | ||||
| 2025-04-02 | 13F | Marcum Wealth, LLC | 57,117 | 2.57 | 2,681 | 3.76 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 68,699 | 157.05 | 3,221 | 156.86 | ||||
| 2025-08-07 | 13F | Brio Consultants, LLC | 1,013,133 | 3.98 | 47,506 | 3.89 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 138,649 | -0.26 | 6,501 | -0.34 | ||||
| 2025-08-08 | 13F | Fortis Group Advisors, LLC | 5,906 | 275 | ||||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 41,025 | 14.57 | 2 | 0.00 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 10,269 | -4.94 | 482 | -4.94 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 4,167 | 195 | ||||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 32,320 | -2.37 | 1,515 | -2.45 | ||||
| 2025-07-24 | 13F | Mainstay Capital Management Llc /adv | 15,340 | 103.99 | 719 | 104.26 | ||||
| 2025-08-11 | 13F | PAX Financial Group, LLC | 32,882 | 1.43 | 1,542 | 1.31 | ||||
| 2025-08-11 | 13F | Alteri Wealth LLC | 6,748 | 15.83 | 316 | 15.75 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 2,099 | 0.00 | 98 | 0.00 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 430 | 0.00 | 20 | 0.00 | ||||
| 2025-08-11 | 13F | Tidemark, LLC | 782,477 | 1.05 | 36,690 | 0.97 | ||||
| 2025-05-12 | 13F | Condor Capital Management | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 452 | 201.33 | 21 | 200.00 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 85,430 | 150.88 | 4,006 | 150.63 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 6,208 | 1.22 | 289 | 0.70 | ||||
| 2025-08-25 | 13F | BLVD Private Wealth, LLC | 16,985 | 796 | ||||||
| 2025-07-17 | 13F | KWB Wealth | 770,147 | -1.18 | 36,143 | -0.05 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 13 | 0.00 | 1 | |||||
| 2025-07-25 | 13F | Pathway Financial Advisors LLC | 13,209 | 0.00 | 619 | 0.00 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 78,672 | -52.77 | 3,689 | -52.81 | ||||
| 2025-07-29 | 13F | Empirical Asset Management, LLC | 7,408 | 20.85 | 347 | 20.91 | ||||
| 2025-05-07 | 13F | Foundations Investment Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-04-23 | 13F | Mascagni Wealth Management, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Landmark Wealth Management, Inc. | 25,411 | -81.14 | 1,192 | -81.16 | ||||
| 2025-08-08 | 13F | Evolution Wealth Advisors, LLC | 14,695 | 0.20 | 689 | 0.15 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 20,696 | 38.27 | 970 | 39.77 | ||||
| 2025-07-29 | NP | ACPSX - Invesco Core Plus Bond Fund Class A | 100,000 | 0.00 | 4,626 | -2.18 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 58,790 | 2,737 | ||||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | Mechanics Bank Trust Department | 69,541 | -8.30 | 3,261 | -8.38 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 28,877 | 13.77 | 1,354 | 13.69 | ||||
| 2025-07-18 | 13F | Cooper Financial Group | 60,421 | -10.46 | 2,833 | -10.52 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 62,655 | -24.21 | 2,938 | -24.28 | ||||
| 2025-08-12 | 13F | Entropy Technologies, LP | 33,501 | 528 | ||||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 24,636 | -17.91 | 1,155 | -17.97 | ||||
| 2025-08-14 | 13F | Integrity Wealth Advisors, Inc. | 23,039 | -24.57 | 1,080 | -24.63 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 12,175 | 3.49 | 571 | 3.26 | ||||
| 2025-05-15 | 13F | Tower Research Capital LLC (TRC) | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 645 | 46.26 | 30 | 50.00 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 116,242 | -0.24 | 5,451 | -0.33 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 53,933 | 29.13 | 2,529 | 28.98 | ||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Cooksen Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 5,760 | 13.45 | 270 | 13.45 | ||||
| 2025-07-10 | 13F | Kmg Fiduciary Partners, Llc | 310,921 | 3.24 | 14,579 | 3.15 | ||||
| 2025-08-15 | 13F | Koesten, Hirschmann & Crabtree, INC. | 5 | 400.00 | 0 | |||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 96,902 | 6.46 | 4,544 | 6.37 | ||||
| 2025-07-14 | 13F | Rooted Wealth Advisors, Inc. | 264,347 | 6.34 | 12,316 | 4.97 | ||||
| 2025-08-06 | 13F | Axim Planning & Wealth | 8,709 | 408 | ||||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 0 | -100.00 | 0 | |||||
| 2025-04-22 | 13F | Castleview Partners, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Destiny Capital Corp/CO | 56,566 | -1.19 | 2,652 | -1.27 | ||||
| 2025-08-05 | 13F | American Capital Advisory, LLC | 186,842 | 0.85 | 8,761 | 0.77 | ||||
| 2025-07-15 | 13F | Colonial River Wealth Management, LLC | 81,182 | 9.02 | 3,794 | 8.59 | ||||
| 2025-07-25 | 13F | Northwest Capital Management Inc | 913 | -34.69 | 43 | -35.38 | ||||
| 2025-08-07 | 13F | PFG Advisors | 170,237 | 5.61 | 7,982 | 5.53 | ||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 36,452 | -13.91 | 1,709 | -13.99 | ||||
| 2025-07-31 | 13F | Opes Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | Sandbox Financial Partners, LLC | 73,093 | 2.83 | 3,427 | 2.76 | ||||
| 2025-07-31 | 13F | Insight Wealth Partners, LLC | 102,875 | 1.56 | 4,824 | 1.47 | ||||
| 2025-08-27 | NP | LAWAX - LADENBURG AGGRESSIVE GROWTH FUND Class A Shares | 23,726 | 0.00 | 1,113 | -0.09 | ||||
| 2025-07-30 | 13F | Drive Wealth Management, Llc | 14,005 | 657 | ||||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 218,389 | 10.60 | 10,240 | 10.51 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 1,044 | -11.22 | 49 | -12.73 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 14,062 | -92.37 | 659 | -92.38 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 32,514 | 38.34 | 1,525 | 38.29 | ||||
| 2025-08-27 | NP | LGWAX - LADENBURG GROWTH FUND Class A Shares | 126,767 | -4.65 | 5,944 | -4.73 | ||||
| 2025-07-09 | 13F | Channel Wealth Llc | 142,771 | -1.40 | 6,695 | -1.49 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 57,354 | -8.03 | 3 | 0.00 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 299,941 | -19.85 | 14,064 | -19.92 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 44,317 | 605.35 | 2,078 | 606.80 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 42,117 | -8.49 | 1,975 | -8.57 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 543 | 0.00 | 25 | 0.00 | ||||
| 2025-08-14 | 13F | Hurley Capital, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 168 | 0.00 | 8 | 0.00 | ||||
| 2025-08-08 | 13F | Petix & Botte Co | 351,101 | 17.24 | 16,463 | 17.14 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 353,964 | 3.28 | 16,597 | 3.19 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 28,506 | -75.83 | 1,337 | -75.87 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 5,491 | 7.35 | 0 | |||||
| 2025-04-21 | 13F | Trivant Custom Portfolio Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Impact Partnership Wealth, LLC | 4,369 | -1.11 | 205 | -1.45 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 32,034 | -3.59 | 1,502 | -3.66 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 1,349,313 | 126.76 | 63,269 | 126.57 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 205,289 | -22.60 | 9,597 | -22.90 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 154,613 | 2.78 | 7,250 | 2.69 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 10,881 | 0.00 | 510 | 0.00 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 64,601 | 10.83 | 3 | 50.00 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 5,420 | 254 | ||||||
| 2025-08-06 | 13F | Atlas Legacy Advisors, LLC | 128,740 | 4.51 | 6,037 | 4.83 | ||||
| 2025-07-24 | 13F | MSH Capital Advisors LLC | 21,569 | 0.50 | 1,011 | 0.40 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 12,986 | 15.43 | 609 | 15.37 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 491,422 | -12.48 | 22,901 | -13.09 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 2,185 | -68.76 | 102 | -68.90 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 3,105 | 146 | ||||||
| 2025-07-29 | NP | ACCEX - Invesco Corporate Bond Fund Class C | 100,000 | 0.00 | 4,626 | -2.18 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 1,203 | -6.96 | 56 | -6.67 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 200,907 | 15.71 | 9 | 12.50 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 22,987 | 46.81 | 1 | |||||
| 2025-04-16 | 13F | Fortitude Family Office, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Fmr Llc | 14 | 27.27 | 1 | |||||
| 2025-08-13 | 13F | Elios Financial Group Inc. | 23,213 | 15.94 | 1,088 | 15.87 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 501 | 0.00 | 23 | 0.00 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 43 | -97.94 | 2 | -97.92 | ||||
| 2025-08-13 | 13F | Invesco Ltd. | 2,411,115 | 2.63 | 113,057 | 2.54 | ||||
| 2025-07-15 | 13F | Beacon Financial Planning, Inc | 198,553 | -6.18 | 9,310 | -6.25 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 98,980 | 15.31 | 4,641 | 15.22 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 16,277 | 41.44 | 763 | 41.30 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 28,676 | -11.75 | 1,345 | -11.81 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 50,000 | 66.11 | 2,344 | 66.01 | ||||
| 2025-07-15 | 13F | Aspire Capital Advisors LLC | 10,843 | 144.32 | 508 | 144.23 | ||||
| 2025-08-27 | NP | LNOAX - LADENBURG INCOME & GROWTH FUND Class A Shares | 138,159 | 0.00 | 6,478 | -0.08 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | EP Wealth Advisors, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 37,049 | -9.14 | 1,737 | -9.20 | ||||
| 2025-07-15 | 13F | RTD Financial Advisors, Inc. | 843,410 | -1.02 | 39,548 | -1.11 | ||||
| 2025-07-30 | 13F | Retirement Planning Group | 33,023 | -4.58 | 1,548 | -4.68 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 6,577 | 19.36 | 308 | 19.38 | ||||
| 2025-08-12 | 13F | Cook Wealth Management Group Llc | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 63,313 | -0.34 | 2,969 | -0.44 | ||||
| 2025-07-24 | 13F | Williams & Novak, LLC | 4,513 | 212 | ||||||
| 2025-07-24 | 13F | Acima Private Wealth, Llc | 207,755 | -8.96 | 9,742 | -9.03 | ||||
| 2025-08-13 | 13F | JT Stratford LLC | 25,414 | 1.10 | 1,192 | 1.02 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 2,439 | -1.77 | 114 | -1.72 | ||||
| 2025-08-14 | 13F | NorthLanding Financial Partners, LLC | 5,167 | 1.02 | 242 | 0.83 | ||||
| 2025-07-24 | 13F | Gilliland Jeter Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Sequent Planning LLC | 24,284 | 8.99 | 1,139 | 8.90 | ||||
| 2025-07-09 | 13F | WealthCare Investment Partners, LLC | 5,524 | 1.14 | 258 | 3.20 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 4,043,609 | 26.49 | 189,605 | 26.38 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 1,135,448 | 2.44 | 53,241 | 2.36 | ||||
| 2025-08-13 | 13F | IAG Wealth Partners, LLC | 6,672 | -92.26 | 313 | -92.29 | ||||
| 2025-08-14 | 13F | Betterment LLC | 7,240 | -38.09 | 0 | |||||
| 2025-08-27 | NP | LNCAX - LADENBURG INCOME FUND Class A Shares | 28,559 | 0.00 | 1,339 | -0.07 | ||||
| 2025-08-12 | 13F | Richmond Investment Services, LLC | 236,542 | 752.19 | 11,091 | 751.84 | ||||
| 2025-07-17 | 13F | Wagner Wealth Management, Llc | 29 | 0.00 | 1 | 0.00 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 518,467 | 3.70 | 24,311 | 3.61 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 481,003 | 16.10 | 22,554 | 16.00 | ||||
| 2025-08-04 | 13F | Barnes Dennig Private Wealth Management LLC | 3,034 | 142 | ||||||
| 2025-08-12 | 13F | Journey Strategic Wealth Llc | 317,586 | 4.93 | 14,892 | 4.84 | ||||
| 2025-07-28 | 13F | Kiker Wealth Management, LLC | 65 | -95.12 | 3 | -95.16 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 43 | 0.00 | 2 | 100.00 | ||||
| 2025-08-04 | 13F | Northwest Financial Advisors | 52,342 | -23.47 | 2,454 | -23.53 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 7,016 | 0.42 | 329 | 0.30 | ||||
| 2025-08-13 | 13F | Daner Wealth Management, LLC | 108,661 | 54.42 | 5,107 | 55.84 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 41,428 | -9.48 | 1,943 | -9.55 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 200,969 | 1.53 | 9,423 | 1.44 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 2,545 | 0.00 | 119 | 1.71 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 33,228 | 27.04 | 1,559 | 28.52 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 103,340 | 4,846 | ||||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 4,476 | -14.51 | 210 | -14.69 | ||||
| 2025-07-30 | 13F | LGT Financial Advisors LLC | 823 | -27.62 | 39 | -28.30 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 5,043 | 236 | ||||||
| 2025-08-13 | 13F | Transce3nd, LLC | 121 | 0.00 | 6 | 0.00 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 18 | -98.47 | 1 | -100.00 | ||||
| 2025-07-21 | 13F | Ashton Thomas Securities, Llc | 102,590 | 55.54 | 4,810 | 55.41 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 66,173 | 21.70 | 3,103 | 21.60 | ||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 7,649 | 15.51 | 359 | 15.48 | ||||
| 2025-04-14 | 13F | LexAurum Advisors, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 205,582 | -0.26 | 9,640 | -0.35 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 1,352 | 49.72 | 63 | 50.00 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 262,776 | -30.87 | 12,322 | -30.93 | ||||
| 2025-08-15 | 13F | Asset Allocation Strategies LLC | 127,926 | 24.88 | 5,998 | 24.78 | ||||
| 2025-07-09 | 13F | Fjell Capital, LLC | 101,702 | -1.51 | 4,769 | -1.61 | ||||
| 2025-08-14 | 13F | Comerica Bank | 16,449 | -0.69 | 771 | -0.77 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 1,699,341 | 0.20 | 80 | 0.00 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 9,236 | -11.75 | 433 | -11.81 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 1,894,960 | -2.65 | 88,855 | -2.73 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 2,829,210 | -3.42 | 132,662 | -3.50 | ||||
| 2025-08-27 | 13F | Barnes Wealth Management Group, Inc | 10,867 | 0.80 | 510 | 0.79 | ||||
| 2025-07-22 | 13F | USAdvisors Wealth Management, LLC | 99,891 | 14.76 | 5 | 0.00 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 224 | 0.45 | 0 | |||||
| 2025-07-28 | 13F | Frazier Financial Advisors, LLC | 37 | 2.78 | 2 | 0.00 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 260,620 | 15.97 | 12,220 | 15.87 | ||||
| 2025-07-16 | 13F | BOS Asset Management, LLC | 124,986 | 0.54 | 5,861 | 0.45 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 79,007 | 324.40 | 3,705 | 324.28 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 5,130 | -41.32 | 241 | -41.46 | ||||
| 2025-04-16 | 13F/A | Western Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 2,988,723 | 1.44 | 140,143 | 1.35 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 1,070,063 | 45.71 | 50,175 | 45.59 | ||||
| 2025-04-15 | 13F | Fifth Third Bancorp | 0 | -100.00 | 0 | |||||
| 2025-08-18 | 13F | Goodman Advisory Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 21,206 | 38.50 | 1 | |||||
| 2025-08-13 | 13F | Kuhn & Co Investment Counsel | 15,663 | 0.00 | 734 | -0.14 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 50,495 | -0.53 | 2,368 | -0.63 | ||||
| 2025-07-31 | 13F | Schneider Downs Wealth Management Advisors, LP | 9,385 | -50.90 | 440 | -50.89 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 5,952 | 4.42 | 279 | 4.49 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 11,636 | 1.19 | 546 | 1.11 | ||||
| 2025-08-27 | NP | LOWAX - LADENBURG GROWTH & INCOME FUND Class A Shares | 250,202 | 0.00 | 11,732 | -0.09 | ||||
| 2025-07-23 | 13F | High Note Wealth, LLC | 0 | 0 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 423 | 20 | ||||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 6,348 | -10.55 | 298 | -10.81 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 23,016 | 9.08 | 1,079 | 8.99 | ||||
| 2025-08-13 | 13F | Solutions 4 Wealth, Ltd | 6,560 | 308 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 125 | -88.68 | 6 | -90.20 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 163,910 | 220.63 | 7,686 | 220.34 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 414,325 | 4.21 | 19,428 | 4.12 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100.00 | 0 |
Other Listings
| PE:GTO |
