Mga Batayang Estadistika
| Pemilik Institusional | 194 total, 194 long only, 0 short only, 0 long/short - change of 3.17% MRQ |
| Alokasi Portofolio Rata-rata | 0.5283 % - change of 2.42% MRQ |
| Saham Institusional (Jangka Panjang) | 39,509,126 (ex 13D/G) - change of 2.32MM shares 6.24% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 849,178 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
iShares Trust - iShares iBonds Dec 2028 Term Treasury ETF (US:IBTI) memiliki 194 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 39,509,126 saham. Pemegang saham terbesar meliputi Morgan Stanley, Colony Group, LLC, Wells Fargo & Company/mn, Bank Of America Corp /de/, Raymond James Financial Inc, GWM Advisors LLC, Envestnet Asset Management Inc, Stratos Wealth Partners, LTD., Atwood & Palmer Inc, and Horizon Advisory Services, Inc. .
Struktur kepemilikan institusional iShares Trust - iShares iBonds Dec 2028 Term Treasury ETF (NasdaqGM:IBTI) 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 22.41 / share. Previously, on September 6, 2024, the share price was 22.51 / share. This represents a decline of 0.44% 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 | Mml Investors Services, Llc | 54,525 | 290.83 | 1 | |||||
| 2025-07-11 | 13F | Compass Ion Advisors, LLC | 37,064 | 30.18 | 829 | 30.81 | ||||
| 2025-07-17 | 13F | Robbins Farley Llc | 1,746 | -4.28 | 39 | -2.50 | ||||
| 2025-08-12 | 13F | Reliant Wealth Planning | 90,992 | 13.40 | 2,035 | 13.95 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 597,469 | 1.30 | 13 | 0.00 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 920,066 | -7.71 | 20,573 | -7.26 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 2,470,514 | 2.11 | 55,241 | 2.61 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 486,873 | 72.00 | 10,886 | 72.85 | ||||
| 2025-08-12 | 13F | Fca Corp /tx | 205,412 | 3.61 | 4,593 | 4.13 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 123,858 | 119.97 | 2,769 | 121.17 | ||||
| 2025-08-07 | 13F | Hughes Financial Services, LLC | 94,995 | 3.92 | 2,120 | 4.44 | ||||
| 2025-07-09 | 13F | Lbmc Investment Advisors, Llc | 16,480 | 56.19 | 368 | 57.26 | ||||
| 2025-08-04 | 13F | 4J Wealth Management LLC | 9,561 | 0.29 | 214 | 0.47 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 99,653 | -3.63 | 2,228 | -3.13 | ||||
| 2025-05-07 | 13F | Spectrum Wealth Counsel, LLC | 5,195 | 0.00 | 116 | 1.77 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 122,891 | 12.31 | 2,748 | 12.86 | ||||
| 2025-07-30 | 13F/A | KPP Advisory Services LLC | 13,800 | 0.00 | 309 | 0.33 | ||||
| 2025-04-29 | 13F | Hm Payson & Co | 2,259 | 0.00 | 50 | 2.04 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 18,914 | 41.01 | 423 | 44.03 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 51,720 | 0.66 | 1,156 | 1.14 | ||||
| 2025-08-15 | 13F | Howland Capital Management Llc | 124,988 | 9.00 | 2,795 | 9.53 | ||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 104,079 | 0.19 | 2,327 | 0.69 | ||||
| 2025-07-15 | 13F | BCS Wealth Management | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Stockman Wealth Management, Inc. | 174,695 | 6.38 | 3,906 | 6.93 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 260,580 | 2.93 | 5,827 | 3.43 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 40,461 | -62.66 | 905 | -62.51 | ||||
| 2025-08-01 | 13F | Bank of Jackson Hole Trust | 3,314 | 0.00 | 74 | 1.37 | ||||
| 2025-05-05 | 13F | Montag A & Associates Inc | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 49 | 0.00 | 1 | 0.00 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 1,266,678 | -15.31 | 28,323 | -14.90 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 10,396 | 0.33 | 232 | 0.87 | ||||
| 2025-08-14 | 13F | Essential Planning, LLC. | 12,421 | 0.62 | 278 | 1.09 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Liberty Wealth Management Llc | 12,358 | 276 | ||||||
| 2025-08-12 | 13F | Tableaux Llc | 0 | -100.00 | 0 | |||||
| 2025-04-11 | 13F | Safeguard Financial, LLC | 9,910 | 0.18 | 220 | 1.85 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 88,970 | 15.22 | 1,989 | 15.77 | ||||
| 2025-07-07 | 13F | Trust Co | 472,918 | -3.55 | 10,574 | -3.08 | ||||
| 2025-08-14 | 13F | Hara Capital LLC | 4,925 | -31.12 | 110 | -30.82 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 3,358 | 0.09 | 75 | 1.35 | ||||
| 2025-05-15 | 13F | Wealth Management Strategies, Inc. | 353,920 | 11.41 | 7,875 | 11,311.59 | ||||
| 2025-08-08 | 13F | Woodley Farra Manion Portfolio Management Inc | 10,205 | 228 | ||||||
| 2025-04-22 | 13F | Mendota Financial Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Hamel Associates, Inc. | 10,590 | 237 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 802,629 | 2.31 | 17,947 | 2.81 | ||||
| 2025-08-04 | 13F | Grant Street Asset Management, Inc. | 23,562 | 1.00 | 527 | 1.35 | ||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 14,275 | 46.10 | 319 | 47.00 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 189,726 | 13.83 | 4,242 | 14.40 | ||||
| 2025-07-30 | 13F | Granite Harbor Advisors, Inc. | 38,294 | 1.99 | 856 | 2.51 | ||||
| 2025-08-14 | 13F | Black Maple Capital Management LP | 10,000 | 224 | ||||||
| 2025-08-07 | 13F | Allworth Financial LP | 145,592 | 48.75 | 3,255 | 49.24 | ||||
| 2025-08-13 | 13F | RFP Financial Group LLC | 29,674 | 11.12 | 664 | 11.62 | ||||
| 2025-07-11 | 13F | Financial Advisory Corp | 767,440 | 3.48 | 17,160 | 3.98 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 268,521 | 69.55 | 6,004 | 70.42 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 2,671,393 | 8.41 | 59,732 | 8.94 | ||||
| 2025-07-31 | 13F | Keeler THomas Management LLC | 58,987 | 43.31 | 1,319 | 44.04 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 983,561 | 42.14 | 21,992 | 42.85 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1,359,691 | 12.41 | 30,403 | 12.96 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 184,355 | 17.07 | 4,122 | 17.67 | ||||
| 2025-07-14 | 13F | Wealth Advisory Solutions, LLC | 20,716 | 3.13 | 463 | 3.81 | ||||
| 2025-06-23 | NP | LDRT - iShares iBonds 1-5 Year Treasury Ladder ETF | 177,372 | 200.00 | 3,980 | 206.15 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 2,080 | 0.00 | 0 | |||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 340,157 | 50.73 | 7,606 | 51.46 | ||||
| 2025-08-18 | 13F/A | Kestra Investment Management, LLC | 17,399 | -44.02 | 389 | -43.70 | ||||
| 2025-07-18 | 13F | Foundry Financial Group, Inc. | 62,039 | -9.73 | 1,387 | -9.29 | ||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 104,929 | -1.62 | 2,346 | -1.14 | ||||
| 2025-08-12 | 13F | Titleist Asset Management, Llc | 292,439 | 14.51 | 6,539 | 15.07 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 18,544 | 1.00 | 415 | 1.47 | ||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Yoder Wealth Management, Inc. | 10,970 | 0.00 | 245 | 0.41 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 12,315 | 275 | ||||||
| 2025-08-05 | 13F | Hills Bank & Trust Co | 4,529 | 101 | ||||||
| 2025-08-11 | 13F | Pineridge Advisors LLC | 264,183 | -6.30 | 5,907 | -5.83 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 274,200 | 8.69 | 6,135 | 9.22 | ||||
| 2025-08-05 | 13F | Fullcircle Wealth Llc | 28,942 | 0.00 | 646 | -0.31 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 153,765 | 7.95 | 3,438 | 8.49 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 21,057 | -0.44 | 471 | 0.00 | ||||
| 2025-08-13 | 13F | Boston Family Office Llc | 180,163 | 35.98 | 4 | 100.00 | ||||
| 2025-07-07 | 13F | Horizons Wealth Management | 1,549 | 46.96 | 35 | 47.83 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 435,921 | 44.39 | 9,747 | 45.11 | ||||
| 2025-07-30 | 13F/A | Old Point Trust & Financial Services N A | 2,100 | 0.00 | 47 | 0.00 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 11,105 | 248 | ||||||
| 2025-07-25 | 13F | Cwm, Llc | 43,588 | 12.15 | 1 | |||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 12,142 | 31.04 | 271 | 31.55 | ||||
| 2025-07-16 | 13F | MKT Advisors LLC | 517,987 | 3.72 | 11,525 | 3.62 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 544,355 | 7.74 | 12,172 | 8.27 | ||||
| 2025-05-07 | 13F | Mb, Levis & Associates, Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-25 | 13F | Heartland Bank & Trust Co | 17,835 | 0.00 | 399 | 0.51 | ||||
| 2025-07-08 | 13F | Atwood & Palmer Inc | 907,555 | -19.96 | 20,293 | -19.56 | ||||
| 2025-07-11 | 13F | Prosperity Planning, Inc. | 353 | 4.14 | ||||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 124,018 | 86.80 | 2,773 | 87.75 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 10,922 | 244 | ||||||
| 2025-08-08 | 13F | Creative Planning | 20,936 | 0.00 | 468 | 0.65 | ||||
| 2025-07-25 | 13F | Hemington Wealth Management | 36 | 0.00 | 0 | |||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 15,850 | 20.59 | 354 | 21.23 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 0 | -100.00 | 0 | |||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Koss-Olinger Consulting, LLC | 22,903 | 0.32 | 512 | 0.79 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 12,268 | 5.40 | 274 | 6.20 | ||||
| 2025-07-23 | 13F | Horizon Advisory Services, Inc. | 841,186 | 1.84 | 18,809 | 2.34 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 3,050 | 0.00 | 68 | 1.49 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 3,294 | 59.67 | 74 | 62.22 | ||||
| 2025-07-23 | 13F | Element Wealth, LLC | 14,720 | 33.88 | 329 | 34.84 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 187,490 | 27.56 | 4 | 33.33 | ||||
| 2025-04-17 | 13F | Montecito Bank & Trust | 38,664 | 180.30 | 860 | 184.77 | ||||
| 2025-08-14 | 13F | Fmr Llc | 1,105 | 100.54 | 25 | 100.00 | ||||
| 2025-07-24 | 13F | Eastern Bank | 950 | 0.00 | 21 | 0.00 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 41,558 | 8.29 | 1 | |||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 132,000 | -13.79 | 3 | -33.33 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 677,243 | 28.24 | 15,143 | 28.88 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 17,107 | 6.51 | 383 | 7.00 | ||||
| 2025-08-01 | 13F | Logan Capital Management Inc | 289 | 0.00 | 6 | 0.00 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Blair William & Co/il | 2,286 | -8.41 | 51 | -7.27 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 204,350 | -22.84 | 4,569 | -22.45 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 40,866 | -67.43 | 914 | -67.29 | ||||
| 2025-07-30 | 13F | Journey Advisory Group, LLC | 791,883 | 1.73 | 17,706 | 2.23 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 32,422 | 2,136.00 | 1 | -96.87 | ||||
| 2025-08-04 | 13F | Jim Saulnier & Associates, Llc | 83,044 | 14.31 | 1,857 | 14.85 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 99,009 | 0.22 | 2,214 | 0.68 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 12,298 | 275 | ||||||
| 2025-05-12 | 13F | Benjamin Edwards Inc | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Moseley Investment Management Inc | 515,238 | 18.29 | 11,521 | 18.87 | ||||
| 2025-08-14 | 13F | Eight 31 Financial Llc | 346,647 | -5.62 | 7,751 | -5.15 | ||||
| 2025-07-15 | 13F | Highland Financial Advisors, LLC | 11,430 | 0.00 | 256 | 0.39 | ||||
| 2025-07-21 | 13F | Old Second National Bank Of Aurora | 1,825 | 0.00 | 41 | 0.00 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 15,492 | 0.00 | 346 | 0.58 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 362,669 | -0.01 | 8,109 | 0.48 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 90,433 | 26.81 | 2,007 | 26.94 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 116,601 | -0.60 | 2,607 | -0.11 | ||||
| 2025-08-12 | 13F | Associated Banc-corp | 74,568 | 25.77 | 1,667 | 26.38 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 40,000 | 894 | ||||||
| 2025-07-08 | 13F | Lowe Wealth Advisors, LLC | 4,218 | -21.09 | 94 | -20.34 | ||||
| 2025-04-01 | 13F | Cornerstone Planning, LLC | 120,926 | 2,649 | ||||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 230,265 | 1.56 | 5 | 0.00 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 52,356 | 19.91 | 1,171 | 20.49 | ||||
| 2025-08-14 | 13F | Vista Private Wealth Partners. LLC | 750,016 | 8.81 | 16,770 | 9.35 | ||||
| 2025-07-22 | 13F | Mascoma Wealth Management LLC | 1,985 | 0.00 | 44 | 0.00 | ||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 9,601 | 0.00 | 215 | 0.47 | ||||
| 2025-08-14 | 13F | Comerica Bank | 5,197 | -0.29 | 116 | 0.87 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 15,820 | 354 | ||||||
| 2025-07-11 | 13F | First PREMIER Bank | 3,050 | -1.33 | 0 | |||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 189 | 0.00 | 4 | 0.00 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 217,421 | -5.94 | 4,857 | -5.62 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-18 | 13F | Precision Wealth Strategies, LLC | 10,432 | 233 | ||||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 69,763 | 0.85 | 1,560 | 1.30 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 14,856 | 18.28 | 332 | 19.00 | ||||
| 2025-08-14 | 13F | Connecticut Wealth Management, LLC | 11,862 | 265 | ||||||
| 2025-07-18 | 13F | Northstar Group, Inc. | 244,218 | 28.26 | 5,461 | 28.90 | ||||
| 2025-05-12 | 13F | Kohmann Bosshard Financial Services, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-09 | 13F | TD Waterhouse Canada Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | WASHINGTON TRUST Co | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Baltimore-Washington Financial Advisors, Inc. | 633,631 | 5.43 | 14,168 | 5.95 | ||||
| 2025-07-11 | 13F | Trinity Wealth Management, LLC | 15,078 | 0.00 | 337 | 0.60 | ||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 4,563 | 13.45 | 102 | 14.61 | ||||
| 2025-07-08 | 13F | Legacy Private Trust Co. | 488,906 | 2.05 | 10,932 | 2.55 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 292,634 | 5.64 | 6,543 | 6.17 | ||||
| 2025-08-14 | 13F | STAR Financial Bank | 94,839 | 10.76 | 2,121 | 11.29 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 227,324 | 4.87 | 5,083 | 5.39 | ||||
| 2025-07-31 | 13F | Blake Schutter Theil Wealth Advisors, LLC | 24,191 | 0.00 | 541 | 0.37 | ||||
| 2025-08-14 | 13F | AllSquare Wealth Management LLC | 3,207 | 4.36 | 72 | 4.41 | ||||
| 2025-07-28 | 13F | Duncker Streett & Co Inc | 26,855 | 0.00 | 600 | 0.50 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 10,736 | 15.95 | 240 | 16.50 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 41,917 | 3.10 | 937 | 3.65 | ||||
| 2025-08-28 | NP | NDOW - Anydrus Advantage ETF | 131,807 | 2,947 | ||||||
| 2025-05-06 | 13F | Venturi Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 21,503 | 10.47 | 481 | 10.85 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 21,610 | 483 | ||||||
| 2025-07-29 | 13F | Straight Path Wealth Management | 22,260 | 6.03 | 498 | 6.42 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 1,162 | -81.33 | 26 | -81.88 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Evexia Wealth Llc | 22,183 | 15.02 | 493 | 15.46 | ||||
| 2025-08-01 | 13F | Austin Private Wealth, LLC | 40,506 | 12.62 | 906 | 13.13 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 465,046 | -6.41 | 10,399 | -5.94 | ||||
| 2025-04-29 | 13F | Bank of New York Mellon Corp | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Autumn Glory Partners, LLC | 12,918 | 0.23 | 289 | 0.70 | ||||
| 2025-07-14 | 13F | Kfg Wealth Management, Llc | 9,299 | 3.06 | 208 | 3.50 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 63 | 0.00 | 1 | 0.00 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 150,110 | 63.69 | 3,356 | 64.51 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 3,279,644 | -4.43 | 73,333 | -3.96 | ||||
| 2025-07-09 | 13F | Krilogy Financial LLC | 127,113 | -4.63 | 2,842 | -4.15 | ||||
| 2025-07-21 | 13F | Crews Bank & Trust | 14,725 | 3.15 | 329 | 3.79 | ||||
| 2025-07-29 | 13F | Carmel Capital Partners, LLC | 250,233 | 1.25 | 5,595 | 1.75 | ||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 87,123 | 37.47 | 1,948 | 38.16 | ||||
| 2025-08-11 | 13F | Midwest Professional Planners, LTD. | 50,617 | 18.64 | 1,132 | 19.18 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 449 | 10 | ||||||
| 2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 205,773 | 16.58 | 4,601 | 17.16 | ||||
| 2025-07-15 | 13F | Retireful, LLC | 131,807 | 2,947 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 2,263,583 | 9.61 | 50,614 | 10.15 | ||||
| 2025-07-16 | 13F | Rebalance, Llc | 151,843 | 162.95 | 3,395 | 164.41 | ||||
| 2025-07-29 | 13F | Accretive Wealth Partners, LLC | 146,699 | 6.90 | 3,280 | 7.36 | ||||
| 2025-08-15 | 13F | Scissortail Wealth Management, LLC | 422,078 | 2.33 | 9,438 | 2.83 | ||||
| 2025-07-01 | 13F | Confluence Investment Management Llc | 436,479 | -0.50 | 9,760 | -0.01 | ||||
| 2025-08-08 | 13F | Mv Capital Management, Inc. | 251,720 | 19.79 | 5,628 | 20.39 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 31,190 | 0.34 | 697 | 0.87 | ||||
| 2025-07-21 | 13F | Asset Advisors Investment Management, LLC | 566,440 | 102.17 | 12,666 | 103.16 | ||||
| 2025-08-01 | 13F | Transcend Wealth Collective, Llc | 123,550 | -43.63 | 2,763 | -43.36 | ||||
| 2025-07-30 | 13F | Probity Advisors, Inc. | 384,268 | 4.74 | 8,592 | 5.27 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 55,618 | 4.08 | 1,244 | 4.63 | ||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 12,525 | 0.00 | 280 | 0.72 | ||||
| 2025-07-24 | 13F | Costello Asset Management, INC | 21 | 5.00 | 0 | |||||
| 2025-08-01 | 13F | Signature Wealth Management Group | 22,943 | -1.39 | 513 | -0.77 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 25,451 | 0.00 | 569 | 0.53 | ||||
| 2025-07-21 | 13F | Exchange Capital Management, Inc. | 11,179 | 250 | ||||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 10,552 | -3.40 | 236 | -3.29 | ||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 61,953 | -55.37 | 1,385 | -54.44 | ||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 42,875 | 7.01 | 959 | 7.52 | ||||
| 2025-07-31 | 13F | United Community Bank | 11,520 | 0.00 | 258 | 0.39 | ||||
| 2025-07-11 | 13F | Shelton Wealth Management, Llc | 339,810 | 4.26 | 7,598 | 4.79 | ||||
| 2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 17,004 | 0.38 | 0 | |||||
| 2025-07-30 | 13F | DecisionMap Wealth Management, LLC | 11,672 | 29.66 | 261 | 30.00 | ||||
| 2025-08-01 | 13F | Schmidt P J Investment Management Inc | 13,058 | 292 |
