Mga Batayang Estadistika
| Pemilik Institusional | 227 total, 227 long only, 0 short only, 0 long/short - change of -2.58% MRQ |
| Alokasi Portofolio Rata-rata | 0.2217 % - change of -13.77% MRQ |
| Saham Institusional (Jangka Panjang) | 20,178,902 (ex 13D/G) - change of -0.89MM shares -4.21% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 995,976 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
Global X Funds - Global X MLP ETF (US:MLPA) memiliki 227 pemilik institusional dan pemegang saham yang telah mengajukan formulir 13D/G atau 13F kepada Komisi Bursa Efek (Securities Exchange Commission/SEC). Lembaga-lembaga ini memegang total 20,178,902 saham. Pemegang saham terbesar meliputi Morgan Stanley, Creative Planning, Bank Of America Corp /de/, Wells Fargo & Company/mn, UBS Group AG, LPL Financial LLC, Raymond James Financial Inc, Envestnet Asset Management Inc, Evergreen Capital Management Llc, and Gradient Investments LLC .
Struktur kepemilikan institusional Global X Funds - Global X MLP ETF (ARCA:MLPA) menunjukkan posisi terkini di perusahaan oleh institusi dan dana, serta perubahan terbaru dalam ukuran posisi. Pemegang saham utama dapat mencakup investor individu, reksa dana, dana lindung nilai, atau institusi. Jadwal 13D menunjukkan bahwa investor memegang (atau pernah memegang) lebih dari 5% saham perusahaan dan bermaksud (atau pernah bermaksud) untuk secara aktif mengejar perubahan strategi bisnis. Jadwal 13G menunjukkan investasi pasif lebih dari 5%.
The share price as of September 5, 2025 is 49.35 / share. Previously, on September 6, 2024, the share price was 47.24 / share. This represents an increase of 4.47% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 20,002 | -0.08 | 1,004 | -6.17 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 62,247 | -35.10 | 3,125 | -38.81 | ||||
| 2025-07-10 | 13F | Rockland Trust Co | 15,988 | -3.77 | 803 | -9.28 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 10,418 | 94.47 | 523 | 83.16 | ||||
| 2025-08-12 | 13F | Twin Focus Capital Partners, Llc | 13,384 | 0.00 | 672 | -5.76 | ||||
| 2025-08-12 | 13F | Atlas Capital Advisors Llc | 5,744 | 0.00 | 288 | -5.57 | ||||
| 2025-07-29 | 13F | Kraft, Davis & Associates, LLC | 5,668 | 0.00 | 285 | 1.42 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 7,376 | -25.04 | 370 | -29.25 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 10,261 | -59.15 | 515 | -61.48 | ||||
| 2025-07-24 | 13F | Strong Tower Advisory Services | 46,311 | 6.12 | 2,325 | 10.61 | ||||
| 2025-08-12 | 13F | Inscription Capital, LLC | 9,858 | -41.09 | 495 | -38.71 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 13,409 | 0.00 | 673 | -5.61 | ||||
| 2025-05-09 | 13F | Pathway Financial Advisers, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 49,734 | 15.15 | 2 | 0.00 | ||||
| 2025-08-15 | 13F | Prevail Innovative Wealth Advisors, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 0 | -100.00 | 0 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 21,405 | -2.92 | 1,075 | -8.44 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 0 | -100.00 | 0 | ||||
| 2025-07-08 | 13F | Heartwood Wealth Advisors LLC | 5,167 | 0.00 | 259 | -5.82 | ||||
| 2025-07-23 | 13F | Spectrum Asset Management, Inc. (NB/CA) | 7,687 | 1.83 | 386 | -3.99 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | SWS Partners | 4,431 | 0.00 | 222 | -5.53 | ||||
| 2025-08-08 | 13F | Comprehensive Financial Planning, Inc./PA | 11,570 | 7.62 | 581 | 1.40 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 60,342 | -9.21 | 3,030 | -14.36 | ||||
| 2025-05-09 | 13F | Empower Advisory Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Collaborative Wealth Managment Inc. | 21,384 | 0.13 | 1,073 | -5.55 | ||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Madison Asset Management, LLC | 217,710 | 0.00 | 10,929 | -5.69 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 110,886 | 1.98 | 5,566 | -3.82 | ||||
| 2025-08-07 | 13F | Cascade Financial Partners, LLC | 103,636 | -2.40 | 5,203 | -7.96 | ||||
| 2025-07-29 | NP | WAVLX - Wavelength Interest Rate Neutral Fund | 9,178 | -64.01 | 451 | -66.91 | ||||
| 2025-08-11 | 13F | Alteri Wealth LLC | 4,604 | 14.36 | 231 | 7.94 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 300 | 0.00 | 15 | 0.00 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 217 | 87.07 | 11 | 66.67 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 57,107 | 0.74 | 2,867 | -5.00 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 209,852 | -1.14 | 10,585 | -6.33 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 4,091 | -1.89 | 0 | |||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 46,156 | -72.38 | 2,317 | -73.95 | ||||
| 2025-08-06 | 13F | Ethos Financial Group, LLC | 72,375 | 8.46 | 3,633 | 10.19 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 231 | 0.00 | 12 | -8.33 | ||||
| 2025-07-23 | 13F | Morton Capital Management LLC/CA | 12,626 | 0.00 | 634 | -5.80 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 151 | 8 | ||||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 4,502 | 0.00 | 226 | -5.44 | ||||
| 2025-07-17 | 13F | Charles Schwab Trust Co | 32,621 | 0.00 | 1,638 | -5.70 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 975 | 0.00 | 49 | -5.88 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 21,219 | 6.22 | 1,065 | 0.19 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 40,764 | 1,734.56 | 2,046 | 1,633.90 | ||||
| 2025-05-30 | NP | GPIGX - GuidePath(R) Growth and Income Fund | 97,246 | -33.80 | 5,176 | -20.45 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 19,609 | -2.09 | 984 | -7.69 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 31,996 | -12.35 | 1,606 | -17.34 | ||||
| 2025-06-12 | 13F/A | Deutsche Bank Ag\ | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 18,046 | 143.96 | 892 | 126.72 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 389,422 | 4.00 | 19,549 | -1.92 | ||||
| 2025-08-14 | 13F | Hara Capital LLC | 0 | -100.00 | 0 | |||||
| 2025-05-13 | 13F | Centerpoint Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 2,191 | 1.86 | 110 | -4.39 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 1,942 | 1.09 | 97 | -4.90 | ||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 1 | 0 | ||||||
| 2025-07-31 | 13F/A | Avion Wealth | 141 | 0.00 | 0 | |||||
| 2025-08-07 | 13F | Nwam Llc | 4,719 | 0.00 | 237 | -5.98 | ||||
| 2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 13,895 | 168.66 | 698 | 153.45 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 6,340 | 0.00 | 318 | -5.64 | ||||
| 2025-05-08 | 13F | Plante Moran Financial Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Assetmark, Inc | 44 | -99.96 | 2 | -99.96 | ||||
| 2025-07-23 | 13F | Watershed Private Wealth Llc | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 28,721 | -1.64 | 1,442 | -7.27 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 24,037 | 20.00 | 1,207 | 13.13 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 6,498 | 18.60 | 326 | 12.03 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 43,900 | 109.05 | 2,204 | 97.22 | ||||
| 2025-04-14 | 13F | Greenspring Advisors, LLC | 4,456 | -0.49 | 237 | 7.24 | ||||
| 2025-07-29 | 13F | Latitude Advisors, LLC | 5,717 | 287 | ||||||
| 2025-08-18 | NP | ULTRA SERIES FUND - Diversified Income Fund Class I | 115,261 | 0.00 | 5,786 | -5.69 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 305,504 | -2.66 | 15,336 | -8.20 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 160 | -68.63 | 8 | -70.37 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 14,167 | 6.52 | 711 | 0.57 | ||||
| 2025-08-11 | 13F | SFI Advisors, LLC | 12,579 | -7.87 | 631 | -13.09 | ||||
| 2025-08-13 | 13F | Everstar Asset Management, LLC | 4,555 | 18.16 | 229 | 11.22 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 42,485 | 21.32 | 2,133 | 14.43 | ||||
| 2025-08-12 | 13F | Tocqueville Asset Management L.p. | 41,294 | 8.94 | 2,073 | 2.73 | ||||
| 2025-08-14 | 13F | BancorpSouth Bank | 6,791 | 0.00 | 341 | -5.82 | ||||
| 2025-07-14 | 13F | Golden State Equity Partners | 14,479 | -0.55 | 727 | -6.20 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 22 | 4.76 | 1 | 0.00 | ||||
| 2025-08-11 | 13F | Empowered Funds, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | MBL Wealth, LLC | 122,993 | 5.32 | 6,174 | -0.68 | ||||
| 2025-07-16 | 13F | Badgley Phelps Wealth Managers, LLC | 7,437 | 0.00 | 373 | -5.57 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 126 | -6.67 | 6 | -14.29 | ||||
| 2025-07-16 | 13F | Advisors Management Group Inc /adv | 250,841 | 0.18 | 13 | -7.69 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 739,869 | -1.50 | 37,141 | -7.11 | ||||
| 2025-07-23 | 13F | Tectonic Advisors Llc | 272,364 | 9.22 | 13,673 | 3.01 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 5,519 | 277 | ||||||
| 2025-08-14 | 13F | West Coast Financial LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Comerica Bank | 103,800 | 5.60 | 5,211 | -0.42 | ||||
| 2025-07-25 | 13F | M3 Advisory Group, LLC | 8,580 | 0.00 | 431 | -5.70 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 16,445 | -49.35 | 826 | -52.26 | ||||
| 2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 153 | 8 | ||||||
| 2025-07-16 | 13F | ORG Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 150 | -10.18 | 8 | -12.50 | ||||
| 2025-08-06 | 13F | Pekin Hardy Strauss, Inc. | 64,854 | 0.60 | 3,256 | -5.13 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 48,598 | 227.26 | 2,440 | 205.26 | ||||
| 2025-05-13 | 13F | Heck Capital Advisors, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-28 | 13F | Naviter Wealth, LLC | 22,549 | -25.20 | 1,132 | -29.80 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 4,357,708 | 4.65 | 218,757 | -1.31 | ||||
| 2025-08-14 | 13F | Beck Capital Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | MAI Capital Management | 1,766 | -30.72 | 89 | -34.81 | ||||
| 2025-08-01 | 13F | Chilton Capital Management Llc | 11,205 | 0.01 | 562 | -5.70 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 23,317 | 2.58 | 1,170 | -3.31 | ||||
| 2025-07-17 | 13F | Sonora Investment Management Group, LLC | 104,453 | 8.35 | 5,244 | 2.18 | ||||
| 2025-07-15 | 13F | Attessa Capital LLC | 11,538 | -76.95 | 579 | -78.27 | ||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 8,233 | -10.68 | 413 | -15.71 | ||||
| 2025-08-06 | 13F | Black Swift Group, LLC | 43,550 | 1.75 | 2,186 | -4.04 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 5,535 | -5.69 | 278 | -11.22 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 5,730 | 288 | ||||||
| 2025-07-25 | 13F | Almanack Investment Partners, LLC. | 126,452 | 3.04 | 6,348 | -2.83 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 718 | -9.34 | 0 | |||||
| 2025-07-23 | 13F | Columbus Macro, LLC | 271,864 | 4.34 | 13,648 | -1.60 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1,124,061 | 2.89 | 56,428 | -2.97 | ||||
| 2025-08-13 | 13F | Keystone Financial Group | 4,937 | 15.40 | 248 | 8.81 | ||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Burk Holdings LLC | 25,455 | 60.79 | 1,278 | 51.66 | ||||
| 2025-07-08 | 13F | FF Advisors,LLC | 4,188 | -9.02 | 210 | -4.98 | ||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 40 | 2 | ||||||
| 2025-07-01 | 13F | Legacy Wealth Management, LLC / MS | 4,706 | 0.00 | 236 | -5.60 | ||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 11,020 | 553 | ||||||
| 2025-04-22 | 13F | LVZ Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 66 | 3 | ||||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 6,374 | -4.55 | 320 | -10.14 | ||||
| 2025-07-08 | 13F | Gradient Investments LLC | 435,103 | 1.10 | 21,842 | -4.65 | ||||
| 2025-08-07 | 13F | Americana Partners, LLC | 22,317 | 0.00 | 1,120 | -5.64 | ||||
| 2025-07-25 | 13F | Ccg Wealth Management, Llc | 8,903 | 0.00 | 447 | -5.71 | ||||
| 2025-07-10 | 13F | Worth Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | New England Capital Financial Advisors LLC | 7 | 0 | ||||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 41 | -90.72 | 2 | -91.30 | ||||
| 2025-07-23 | 13F | Friedenthal Financial | 11,338 | -1.38 | 569 | -6.87 | ||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 6 | 0.00 | 0 | |||||
| 2025-07-30 | 13F | Mid-American Wealth Advisory Group, Inc. | 62 | 3 | ||||||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 4,615 | 21.83 | 232 | 14.93 | ||||
| 2025-08-14 | 13F | UBS Group AG | 1,117,628 | 2.07 | 56,105 | -3.74 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 71,370 | 19.69 | 3,680 | 15.91 | ||||
| 2025-07-17 | 13F | Raleigh Capital Management Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Crews Bank & Trust | 30 | 0.00 | 2 | 0.00 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 3,330 | 0.00 | 167 | -5.65 | ||||
| 2025-07-30 | 13F | Demars Financial Group, LLC | 12,726 | -97.91 | 639 | 5,700.00 | ||||
| 2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 8,844 | 0.00 | 444 | -5.74 | ||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 4,068 | 1.22 | 204 | -4.23 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 22,854 | -4.37 | 1,147 | -9.83 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 13,455 | 3.10 | 675 | -2.74 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 7,023 | 1.87 | 352 | 5.72 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 5,549 | 0 | ||||||
| 2025-08-07 | 13F | Montag A & Associates Inc | 1,236 | 0.00 | 62 | -4.62 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 4,199 | 211 | ||||||
| 2025-08-05 | 13F | Sigma Planning Corp | 16,572 | 5.53 | 832 | -0.48 | ||||
| 2025-05-06 | 13F | Milestone Asset Management Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-06-17 | NP | MBLAX - Madison Diversified Income Fund Diversified Income Fund Class A | 102,449 | 13.72 | 5,045 | 5.72 | ||||
| 2025-08-08 | 13F | Creative Planning | 1,924,187 | -1.29 | 96,594 | -6.91 | ||||
| 2025-07-18 | 13F | Institute for Wealth Management, LLC. | 6,786 | 341 | ||||||
| 2025-08-04 | 13F | L.m. Kohn & Company | 5,445 | 0.00 | 273 | -5.54 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 1 | 0.00 | 0 | |||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Private Advisory Group LLC | 31,065 | 1,559 | ||||||
| 2025-08-07 | 13F | Flagship Wealth Advisors, Llc | 741 | 0.00 | 37 | -5.13 | ||||
| 2025-05-30 | NP | ERNZ - TrueShares Active Yield ETF | 3,291 | 175 | ||||||
| 2025-07-29 | 13F | Tradewinds Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 77,526 | 7.19 | 3,892 | 1.09 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 37,318 | 1.99 | 1,873 | -3.80 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 49,440 | 28.08 | 2,482 | 20.79 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Barry Investment Advisors, LLC | 194,681 | 6.66 | 9,773 | 0.59 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 13,414 | 2.57 | 673 | 4.18 | ||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 480,988 | 1.57 | 24,146 | -4.21 | ||||
| 2025-04-15 | 13F | Signet Financial Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | ProVise Management Group, LLC | 4,704 | 6.38 | 236 | 0.43 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 196 | 10 | ||||||
| 2025-07-09 | 13F | Krilogy Financial LLC | 12,875 | 646 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 30,331 | 6.80 | 2 | 0.00 | ||||
| 2025-08-07 | 13F | Global Wealth Management Investment Advisory, Inc. | 40,736 | 8.00 | 2,045 | 1.84 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 803 | 8.22 | 40 | 2.56 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1,744 | 88 | ||||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 757 | -20.40 | 38 | -24.00 | ||||
| 2025-07-18 | 13F | Naples Global Advisors, Llc | 9,734 | -0.76 | 489 | -6.51 | ||||
| 2025-08-14 | 13F | MGB Wealth Management, LLC | 1,630 | 0.00 | 82 | -5.81 | ||||
| 2025-08-08 | 13F | Wiser Advisor Group LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Sykon Capital Llc | 42,502 | -21.64 | 2,134 | -26.12 | ||||
| 2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 222,177 | -1.30 | 11,153 | -6.92 | ||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Blair William & Co/il | 28,210 | 1.57 | 1,416 | -4.19 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 1,144,995 | -0.19 | 57,479 | -5.87 | ||||
| 2025-08-14 | 13F | Fwl Investment Management, Llc | 5,702 | 14.06 | 286 | 7.52 | ||||
| 2025-08-13 | 13F | My Purposeful Wealth Corp. | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 1,666 | 0.00 | 0 | |||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 2,183 | 1.87 | 110 | -4.39 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 2,512 | -10.22 | 126 | -14.86 | ||||
| 2025-07-25 | 13F | Endowment Wealth Management, Inc. | 11,911 | 9.84 | 598 | 3.47 | ||||
| 2025-08-05 | 13F | Lifeworks Advisors, LLC | 9,730 | 0.00 | 488 | -5.61 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 93,689 | 38.70 | 4,703 | 30.82 | ||||
| 2025-04-22 | 13F | Castleview Partners, Llc | 0 | -100.00 | 0 | |||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 51 | 0.00 | 3 | 0.00 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 42,687 | -45.62 | 2,143 | -48.73 | ||||
| 2025-03-24 | 13F | Fulcrum Equity Management | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 100,490 | 1.12 | 5,045 | 2.73 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Matrix Private Capital Group Llc | 96,060 | 6.89 | 4,822 | 0.82 | ||||
| 2025-05-30 | NP | GDMA - Gadsden Dynamic Multi-Asset ETF | 29,213 | 1,555 | ||||||
| 2025-08-08 | 13F | Fortis Group Advisors, LLC | 93 | 0.00 | 5 | 0.00 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 41,365 | 17.08 | 2,077 | 10.43 | ||||
| 2025-07-17 | 13F | Paradigm Financial Partners, Llc | 65,586 | -0.04 | 3,292 | -5.73 | ||||
| 2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 610 | 0.00 | 31 | -6.25 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 5,014 | 8.13 | 252 | 2.03 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 28,576 | 463.30 | 1,435 | 429.15 | ||||
| 2025-08-14 | 13F | Sei Investments Co | 112,476 | 19.39 | 5,646 | 12.60 | ||||
| 2025-08-04 | 13F | Pinnacle Associates Ltd | 79,000 | -3.67 | 3,966 | -9.16 | ||||
| 2025-07-17 | 13F | Alpine Bank Wealth Management | 1,815 | 91 | ||||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 119 | 0.00 | 6 | -16.67 | ||||
| 2025-08-04 | 13F | Whalen Wealth Management Inc. | 12,198 | -72.81 | 612 | -74.37 | ||||
| 2025-07-16 | 13F | Owen LaRue, LLC | 33,163 | 142.31 | 1,665 | 128.57 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Venture Visionary Partners LLC | 9,931 | 1.03 | 499 | -4.78 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 150 | 0.00 | 8 | 0.00 | ||||
| 2025-08-15 | 13F | Asset Allocation Strategies LLC | 9,968 | 500 | ||||||
| 2025-07-29 | 13F | Mattson Financial Services, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Lgl Partners, Llc | 16,876 | 1.87 | 834 | -5.33 | ||||
| 2025-07-16 | 13F | Legend Financial Advisors, Inc. | 500 | 25 | ||||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 6,810 | 23.57 | 342 | 16.38 | ||||
| 2025-04-24 | 13F | Park Place Capital Corp | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Hibernia Wealth Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 1,140 | 57 | ||||||
| 2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 1,239 | -15.83 | 62 | -20.51 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 1,099 | 230.03 | 55 | 223.53 | ||||
| 2025-07-08 | 13F/A | Adams Asset Advisors, LLC | 25,975 | 293.62 | 1,304 | 271.23 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 14,806 | -1.52 | 743 | -7.12 | ||||
| 2025-08-12 | 13F | Advisors Asset Management, Inc. | 90,787 | 36.31 | 4,558 | 28.55 | ||||
| 2025-08-14 | 13F | Fmr Llc | 3,407 | -20.02 | 171 | -24.34 | ||||
| 2025-07-30 | 13F | Legacy Wealth Asset Management, LLC | 193,665 | 13.24 | 9,722 | 6.79 | ||||
| 2025-08-14 | 13F | Principia Wealth Advisory, LLC | 29,540 | -8.89 | 1,483 | -5.42 | ||||
| 2025-07-16 | 13F | Register Financial Advisors LLC | 1,385 | 0.00 | 70 | -5.48 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 133,147 | 6,684 | ||||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 10,777 | -3.36 | 541 | -8.77 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 59,267 | 3.09 | 2,975 | -2.78 | ||||
| 2025-07-21 | 13F | Mirae Asset Global Investments Co., Ltd. | 22,600 | 23.50 | 1,135 | 15.95 | ||||
| 2025-07-23 | 13F | Guild Investment Management, Inc. | 50,410 | -2.33 | 2,531 | -7.90 | ||||
| 2025-08-08 | 13F | Austin Wealth Management, LLC | 5,208 | -20.74 | 269 | -19.76 | ||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 821 | 0.00 | 41 | -4.65 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 268,185 | -0.75 | 13,462 | -6.40 | ||||
| 2025-07-25 | 13F | Community Bank, N.A. | 550 | -19.12 | 28 | -25.00 | ||||
| 2025-04-04 | 13F | Webster Bank, N. A. | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 5,771 | -27.12 | 290 | -31.35 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 89,230 | 8.53 | 4,479 | 2.35 | ||||
| 2025-04-22 | 13F | Country Trust Bank | 253 | 0.00 | 13 | 0.00 | ||||
| 2025-07-07 | 13F | Versant Capital Management, Inc | 136 | 0.00 | 7 | -14.29 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 21,985 | 10.95 | 1,104 | 4.65 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Capital Advisors Wealth Management, LLC | 117,535 | -9.89 | 5,900 | -15.01 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 6,117 | 21.49 | 307 | 14.98 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 2,445 | 282.03 | 0 | |||||
| 2025-08-18 | 13F | Wolverine Trading, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 1,666 | 0.00 | 84 | -5.68 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Future Financial Wealth Managment LLC | 12,520 | -10.70 | 629 | -15.82 | ||||
| 2025-07-25 | 13F | Astoria Portfolio Advisors LLC. | 24,272 | 134.78 | 1,226 | 137.60 | ||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 158 | 0.00 | 8 | -12.50 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 13,464 | 170.63 | 676 | 155.68 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 20,686 | 9.94 | 1,040 | 3.28 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 766 | 0.00 | 38 | -5.00 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 494,993 | 3.65 | 24,849 | -2.25 | ||||
| 2025-07-09 | 13F | Fermata Advisors, LLC | 19,148 | 62.11 | 961 | 53.03 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 933,327 | 5.44 | 46,853 | -0.57 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 13,027 | -0.54 | 654 | -6.31 | ||||
| 2025-08-01 | 13F | Bank of Jackson Hole Trust | 2,250 | 0.00 | 113 | -5.88 | ||||
| 2025-05-07 | 13F | Clarendon Private LLC | 0 | -100.00 | 0 |
Other Listings
| MX:MLPA |
