Mga Batayang Estadistika
| Pemilik Institusional | 215 total, 215 long only, 0 short only, 0 long/short - change of 3.35% MRQ |
| Alokasi Portofolio Rata-rata | 0.2370 % - change of -11.82% MRQ |
| Saham Institusional (Jangka Panjang) | 22,431,952 (ex 13D/G) - change of -0.06MM shares -0.28% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 782,436 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - December (US:PDEC) memiliki 215 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 22,431,952 saham. Pemegang saham terbesar meliputi Alliancebernstein L.p., Penserra Capital Management LLC, Innovator ETFs Trust - Innovator Laddered Fund of U.S. Equity Power Buffer ETFs, Advisor Group Holdings, Inc., Kovitz Investment Group Partners, LLC, Brookstone Capital Management, Blair William & Co/il, Commonwealth Equity Services, Llc, Cerity Partners LLC, and HighTower Advisors, LLC .
Struktur kepemilikan institusional Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - December (BATS:PDEC) 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 41.26 / share. Previously, on September 9, 2024, the share price was 37.86 / share. This represents an increase of 8.98% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-22 | 13F | Siligmueller & Norvid Wealth Advisors LLC | 24,067 | -69.15 | 968 | -66.98 | ||||
| 2025-07-16 | 13F | Evergreen Private Wealth LLC | 1,767 | 0.00 | 71 | 6.06 | ||||
| 2025-08-14 | 13F | Helium Advisors LLC | 16,890 | 0.00 | 676 | 6.30 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 22,823 | 0.00 | 913 | 6.41 | ||||
| 2025-07-16 | 13F | Old Port Advisors | 10,650 | 0.00 | 426 | 6.50 | ||||
| 2025-08-13 | 13F | BCJ Capital Management, LLC | 101,271 | 16.33 | 4,052 | 23.77 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 5,489 | 0.00 | 220 | 6.31 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 11,599 | 0.00 | 464 | 6.42 | ||||
| 2025-04-10 | 13F | ACT Advisors, LLC. | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 44,462 | -1.79 | 1,779 | 4.47 | ||||
| 2025-05-05 | 13F | PCA Investment Advisory Services Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 110,493 | 0.16 | 4,421 | 6.58 | ||||
| 2025-05-07 | 13F | TCTC Holdings, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Gill Capital Partners, Llc | 114,226 | -1.17 | 4,570 | 5.18 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 65,925 | -10.39 | 2,639 | -4.63 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 5,357 | -8.89 | 214 | -3.17 | ||||
| 2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 16,164 | 99.09 | 647 | 111.80 | ||||
| 2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 2,360 | 0.00 | 94 | 6.82 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 10,446 | -12.88 | 418 | -7.13 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 13,505 | 540 | ||||||
| 2025-05-07 | 13F | Horan Capital Advisors, LLC. | 12,374 | -13.78 | 465 | -15.61 | ||||
| 2025-08-08 | 13F | Phoenix Wealth Advisors | 9,560 | 0.00 | 382 | 6.41 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 28,356 | 1.63 | 1,135 | 8.10 | ||||
| 2025-08-06 | 13F | Soltis Investment Advisors LLC | 7,652 | -4.41 | 306 | 2.00 | ||||
| 2025-07-31 | 13F | West Michigan Advisors, Llc | 225,796 | 0.91 | 9,034 | 7.38 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 40,229 | 8.46 | 1,610 | 15.42 | ||||
| 2025-08-12 | 13F | Ascent Wealth Partners, LLC | 29,001 | 15.84 | 1,160 | 23.27 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 62,916 | -1.87 | 2,517 | 4.44 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Valtinson Bruner Financial Planning LLC | 8,750 | -1.13 | 350 | 5.42 | ||||
| 2025-08-11 | 13F | Outlook Wealth Advisors, LLC | 111,183 | 0.33 | 4,448 | 6.77 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 1,575 | 5.00 | 63 | 12.50 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 5,766 | 0.00 | 231 | 6.48 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 21,701 | -81.75 | 868 | -80.58 | ||||
| 2025-07-24 | 13F | Weaver Capital Management LLC | 82,623 | -12.85 | 3,306 | -7.27 | ||||
| 2025-07-28 | 13F | Cypress Wealth Services, LLC | 8,859 | 0.00 | 354 | 6.31 | ||||
| 2025-07-30 | 13F | Sanders Morris Harris Llc | 5,000 | 200 | ||||||
| 2025-07-09 | 13F | Keystone Wealth Services, LLC | 9,623 | 0.00 | 385 | 6.65 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 19,053 | 762 | ||||||
| 2025-08-04 | 13F | Spire Wealth Management | 19,310 | 0.00 | 773 | 6.34 | ||||
| 2025-08-08 | 13F | Evolution Wealth Advisors, LLC | 14,305 | 0.00 | 572 | 6.52 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 15,653 | 0.00 | 626 | 6.46 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 292 | 0.00 | 0 | |||||
| 2025-07-30 | 13F | Capstone Triton Financial Group, LLC | 16,205 | 0.00 | 648 | 4.18 | ||||
| 2025-04-10 | 13F | Sugar Maple Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Penserra Capital Management LLC | 1,465,981 | 17.53 | 59 | 26.09 | ||||
| 2025-07-22 | 13F | Global Strategic Investment Solutions, LLC | 194,661 | -6.88 | 7,788 | -0.90 | ||||
| 2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 2,206 | 0.00 | 88 | 7.32 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 43,295 | 0.58 | 1,732 | 7.05 | ||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 29,676 | 1.75 | 1,187 | 8.30 | ||||
| 2025-08-12 | 13F | Waterloo Capital, L.P. | 13,707 | 0.00 | 548 | 6.41 | ||||
| 2025-07-16 | 13F | Dakota Wealth Management | 5,147 | 206 | ||||||
| 2025-07-22 | 13F | MBL Wealth, LLC | 116,235 | 12.59 | 4,651 | 19.81 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 12,362 | -41.45 | 495 | -37.70 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Castle Wealth Management Llc | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 8,248 | -3.50 | 0 | |||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 678,655 | 5.42 | 27 | 12.50 | ||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 11,628 | 0.00 | 465 | 6.41 | ||||
| 2025-07-11 | 13F | Cypress Financial Planning Llc | 14,126 | -1.18 | 565 | 5.21 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 5,182 | 1.81 | 0 | |||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 11,192 | -78.01 | 448 | -76.63 | ||||
| 2025-06-24 | NP | Innovator ETFs Trust - Innovator Laddered Fund of U.S. Equity Power Buffer ETFs | 1,280,921 | 14.10 | 47,970 | 9.43 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 140,382 | 28.58 | 5,617 | 36.81 | ||||
| 2025-08-05 | 13F | Milestone Asset Management, Llc | 58,632 | -4.01 | 2,346 | 2.13 | ||||
| 2025-08-14 | 13F | Talon Private Wealth, LLC | 48,435 | -7.40 | 1,938 | -1.48 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 297,797 | 11.25 | 11,915 | 18.38 | ||||
| 2025-07-15 | 13F | Retirement Income Solutions, Inc | 38,677 | 0.00 | 1,547 | 6.40 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 5,200 | 0.00 | 208 | 6.67 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 8,190 | -8.50 | 328 | -2.68 | ||||
| 2025-07-17 | 13F | City Holding Co | 22,250 | -10.09 | 890 | -4.30 | ||||
| 2025-08-08 | 13F | Compass Financial Services Inc | 1,968 | 0.00 | 79 | 6.85 | ||||
| 2025-07-25 | 13F | Yarger Wealth Strategies, Llc | 81,461 | -0.53 | 3,259 | 5.85 | ||||
| 2025-07-31 | 13F | Orion Capital Management LLC | 20,295 | -0.02 | 812 | 6.42 | ||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 17,030 | -0.22 | 648 | -1.07 | ||||
| 2025-08-12 | 13F | Bedel Financial Consulting, Inc. | 5,908 | 0.00 | 236 | 6.31 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 144,891 | -3.36 | 5,797 | 2.84 | ||||
| 2025-07-30 | 13F | Greenup Street Wealth Management Llc | 7,639 | 9.24 | 306 | 16.41 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 68,651 | 0.00 | 2,747 | 6.39 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 2,500 | 0.00 | 100 | 6.38 | ||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 5,136 | 205 | ||||||
| 2025-05-12 | 13F | Fmr Llc | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | HORAN Wealth, LLC | 11,838 | 474 | ||||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 0 | -100.00 | 8,872 | 6.28 | ||||
| 2025-08-05 | 13F | Jessup Wealth Management, Inc | 6,189 | 0.00 | 248 | 6.47 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 25,195 | -2.38 | 1,008 | 3.92 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 77,603 | 131.06 | 3,105 | 145.96 | ||||
| 2025-07-31 | 13F | Blue Sky Capital Consultants Group, Inc. | 7,632 | 305 | ||||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 8,249 | 0.01 | 330 | 6.45 | ||||
| 2025-08-13 | 13F | Grantvest Financial Group LLC | 6,891 | -4.66 | 276 | 1.48 | ||||
| 2025-08-06 | 13F | ORBA Wealth Advisors, L.L.C. | 8,500 | 340 | ||||||
| 2025-07-17 | 13F | Clay Northam Wealth Management, LLC | 7,050 | 0.00 | 282 | 6.42 | ||||
| 2025-07-24 | 13F | Riverchase Wealth Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-05-14 | 13F | Heritage Wealth Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 13,135 | -34.65 | 526 | -30.46 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 11,531 | 0.00 | 461 | 6.47 | ||||
| 2025-07-08 | 13F | Ptm Wealth Management, Llc | 32,618 | -12.24 | 1,312 | 0.31 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 10,125 | 0.00 | 405 | 6.58 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 59,076 | -5.98 | 2,364 | 0.04 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 79,146 | -44.90 | 3,184 | -41.05 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 26,422 | 1,057 | ||||||
| 2025-07-28 | 13F | Cornerstone Wealth Group, LLC | 13,137 | 0.00 | 526 | 6.49 | ||||
| 2025-07-31 | 13F | Pinnacle Wealth Management Group, Inc. | 67,640 | 1.65 | 2,706 | 8.20 | ||||
| 2025-08-11 | 13F | Brown Wealth Management, Llc | 70,735 | -0.04 | 2,830 | 6.39 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 8,178 | 1,494.15 | 327 | 1,621.05 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 259,232 | 6.00 | 10,372 | 12.79 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 416,731 | 11.19 | 16,642 | 18.10 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 6,012 | 0.00 | 241 | 6.19 | ||||
| 2025-07-16 | 13F | PFS Partners, LLC | 3,200 | 128 | ||||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 148,919 | -0.23 | 5,958 | 6.13 | ||||
| 2025-07-16 | 13F | Leading Edge Financial Planning LLC | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 196,398 | -4.78 | 8 | 0.00 | ||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 18,905 | 0.54 | 756 | 7.08 | ||||
| 2025-08-07 | 13F | Lakeridge Wealth Management LLC | 10,567 | 0.00 | 423 | 6.30 | ||||
| 2025-08-11 | 13F | Capital Square, LLC | 5,131 | 206 | ||||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 133,170 | 84.86 | 5,423 | 100.22 | ||||
| 2025-08-14 | 13F | First Commonwealth Financial Corp /pa/ | 93,555 | 4.21 | 3,743 | 10.90 | ||||
| 2025-07-21 | 13F | Keystone Financial Group, Inc. | 10,369 | -3.44 | 418 | 3.72 | ||||
| 2025-07-07 | 13F | O'Connor Financial Group LLC | 6,893 | 0.26 | 277 | 7.36 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 929,495 | -7.00 | 37,189 | -1.03 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 2,930 | -1.31 | 117 | 5.41 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 29,410 | 2.58 | 1,177 | 9.19 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 480,225 | 1.43 | 19,214 | 7.93 | ||||
| 2025-07-22 | 13F | Diligent Investors, LLC | 62,978 | -1.54 | 2,520 | 4.78 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 18,789 | 0.00 | 752 | 6.37 | ||||
| 2025-05-15 | 13F | IHT Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 272,664 | 5.99 | 10,909 | 12.79 | ||||
| 2025-07-23 | 13F | Allegiance Financial Group Advisory Services LLC | 10,475 | 0.00 | 419 | 6.62 | ||||
| 2025-08-08 | 13F | Wealth Alliance | 36,985 | 0.00 | 1,480 | 6.40 | ||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Allworth Financial LP | 2,805 | 55.40 | 112 | 67.16 | ||||
| 2025-07-31 | 13F | Whipplewood Advisors, LLC | 870 | 16.00 | 35 | 6.25 | ||||
| 2025-07-15 | 13F | Optima Capital Llc | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 33,745 | 1,350 | ||||||
| 2025-04-15 | 13F | Noble Wealth Management PBC | 82,895 | 18,321.11 | 3,117 | 18,229.41 | ||||
| 2025-07-15 | 13F | McAdam, LLC | 5,313 | 213 | ||||||
| 2025-08-01 | 13F | FSA Advisors, Inc. | 30,454 | 0.07 | 1,218 | 6.47 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 24,906 | -22.38 | 996 | -17.41 | ||||
| 2025-08-01 | 13F | Corrado Advisors, Llc | 71,430 | -0.66 | 2,858 | 5.70 | ||||
| 2025-08-11 | 13F | Bellwether Advisors, LLC | 204,711 | 1.53 | 8,190 | 8.03 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 59,772 | -37.05 | 2,391 | -33.03 | ||||
| 2025-08-05 | 13F | Mma Asset Management Llc | 13,774 | 88.30 | 551 | 100.36 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 54,072 | 0.00 | 2,163 | 6.39 | ||||
| 2025-08-12 | 13F | Waddell & Associates, Llc | 5,030 | 201 | ||||||
| 2025-08-12 | 13F | BlackRock, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Hubbell Strickland Wealth Management, LLC | 5,231 | 209 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 1,793 | 72 | ||||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 9,442 | 0.00 | 378 | 6.20 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Wagner Wealth Management, Llc | 1,980 | 0.00 | 79 | 6.76 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 10,179 | 0.00 | 407 | 6.54 | ||||
| 2025-07-28 | 13F | Compass Advisory Group LLC | 68,314 | -8.20 | 2,733 | -2.29 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 1,087,402 | 4.24 | 43,507 | 10.92 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 309,329 | 210.15 | 12,376 | 230.03 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 8,791 | -69.65 | 352 | -67.74 | ||||
| 2025-07-14 | 13F | Kfg Wealth Management, Llc | 98,690 | 2.94 | 3,949 | 9.54 | ||||
| 2025-08-05 | 13F | WorthPointe, LLC | 5,557 | 0.00 | 222 | 6.73 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 12,757 | 6.53 | 510 | 13.33 | ||||
| 2025-05-09 | 13F | Chicago Partners Investment Group LLC | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 5,876 | -71.73 | 239 | -69.24 | ||||
| 2025-08-12 | 13F | Long Island Wealth Management, Inc. | 26,524 | 0.00 | 1,061 | 6.42 | ||||
| 2025-07-23 | 13F | Castle Rock Wealth Management, LLC | 87,192 | -5.04 | 3,530 | 1.99 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 330 | 0.00 | 13 | 8.33 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 19,862 | 13.91 | 795 | 21.22 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 6,422 | 23,685.19 | 247 | 24,500.00 | ||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 47,728 | 0.00 | 1,910 | 6.41 | ||||
| 2025-08-11 | 13F | WPWealth LLP | 15,320 | 0.00 | 613 | 6.25 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 87,178 | 0.25 | 3 | 0.00 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 65,800 | 0.00 | 2,633 | 6.39 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 177,944 | -7.27 | 7,120 | -1.33 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 20,204 | -4.26 | 808 | 1.89 | ||||
| 2025-08-14 | 13F | Alliancebernstein L.p. | 4,595,108 | -1.19 | 183,850 | 5.14 | ||||
| 2025-08-15 | 13F | Chapman Financial Group, Llc | 300 | 0.00 | 12 | 9.09 | ||||
| 2025-04-22 | 13F/A | NorthRock Partners, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 8,352 | -57.72 | 334 | -54.99 | ||||
| 2025-08-14 | 13F/A | Barclays Plc | 1,320 | 762.75 | 0 | |||||
| 2025-08-12 | 13F | Weaver Consulting Group | 54,590 | 3.33 | 2,184 | 9.97 | ||||
| 2025-04-22 | 13F | XML Financial, LLC | 0 | -100.00 | 0 | |||||
| 2025-04-22 | 13F | Madison Wealth Partners, Inc | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Three Seasons Wealth, LLC | 22,950 | 0.00 | 918 | 6.50 | ||||
| 2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 6,000 | 0.00 | 240 | 6.67 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 36,098 | 0.44 | 1,465 | 8.36 | ||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 46,686 | -0.49 | 1,868 | 5.84 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 125,058 | 0.00 | 5 | 25.00 | ||||
| 2025-08-14 | 13F | UBS Group AG | 36,556 | 11,113.50 | 1,463 | 12,083.33 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 543,141 | -5.67 | 21,731 | 0.38 | ||||
| 2025-07-14 | 13F | Chris Bulman Inc | 50,123 | -2.96 | 2,005 | 3.24 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 8,350 | 0.00 | 334 | 6.71 | ||||
| 2025-07-16 | 13F | Crown Wealth Group, LLC | 44,169 | 615.29 | 1,767 | 661.64 | ||||
| 2025-07-15 | 13F | BCS Wealth Management | 55,213 | 7.32 | 2 | 100.00 | ||||
| 2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 7,687 | -38.71 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Garden State Investment Advisory Services LLC | 11,080 | -35.41 | 443 | -31.32 | ||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 14,129 | -1.90 | 565 | 4.44 | ||||
| 2025-07-24 | 13F | Bernard Wealth Management Corp. | 3,037 | 0.00 | 122 | 6.14 | ||||
| 2025-07-14 | 13F | Southland Equity Partners LLC | 67,694 | -0.10 | 2,708 | 6.32 | ||||
| 2025-08-07 | 13F | Tfo-tdc, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 10,625 | 0.00 | 436 | 9.57 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 5,815 | -38.85 | 233 | -35.01 | ||||
| 2025-07-10 | 13F | ARS Wealth Advisors Group, LLC | 11,601 | -12.59 | 464 | -7.01 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 121,509 | 3.08 | 5 | 0.00 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 16,360 | -85.87 | 655 | -84.98 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 637,470 | 2,060.92 | 25,505 | 2,199.82 | ||||
| 2025-07-21 | 13F | Catalina Capital Group, LLC | 20,794 | -80.55 | 832 | -79.32 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 275,901 | 0.76 | 11,039 | 7.22 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 43,076 | 1.27 | 1,723 | 7.75 | ||||
| 2025-08-12 | 13F | Leigh Baldwin & Co., Llc | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F/A | Castellan Group, LLC | 17,661 | 0.00 | 707 | 6.33 | ||||
| 2025-08-14 | 13F | Frisch Financial Group, Inc. | 38,802 | -1.40 | 2 | 0.00 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 848 | 34 | ||||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 12,750 | -32.26 | 510 | -27.86 | ||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 12,787 | 10.01 | 512 | 16.93 | ||||
| 2025-08-07 | 13F | Sound View Wealth Advisors Group, LLC | 6,603 | -10.38 | 264 | -4.69 | ||||
| 2025-08-05 | 13F | BCGM Wealth Management, LLC | 5,752 | 0.00 | 230 | 6.48 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 54,577 | -8.37 | 2,184 | -2.72 | ||||
| 2025-05-15 | 13F | Royal Bank Of Canada | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Change Path, LLC | 19,819 | -1.87 | 793 | 4.35 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 1,985 | 0.00 | 79 | 6.76 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 4,100 | 0.00 | 164 | 6.49 | ||||
| 2025-08-15 | 13F | Nikulski Financial, Inc. | 5,800 | 0.00 | 232 | 6.42 | ||||
| 2025-08-01 | 13F | Stuart Chaussee & Associates, Inc. | 350 | -68.18 | 14 | -65.85 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 3,500 | 0.00 | 140 | 6.87 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 10,475 | 419 | ||||||
| 2025-07-29 | 13F | BKD Wealth Advisors, LLC | 71,608 | -9.53 | 2,865 | -3.73 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 2,932 | 0.00 | 117 | 4.46 | ||||
| 2025-07-14 | 13F | CRA Financial Services, LLC | 168,383 | -0.03 | 6,737 | 6.38 | ||||
| 2025-07-30 | 13F | Phoenix Holdings Ltd. | 18,640 | 0.00 | 744 | 5.84 | ||||
| 2025-08-14 | 13F | Certified Advisory Corp | 28,895 | -4.89 | 1,156 | 1.23 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 152,400 | 25.47 | 6,098 | 33.50 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 16,750 | 0.00 | 650 | 6.22 | ||||
| 2025-05-14 | 13F | Northwestern Mutual Wealth Management Co | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 5,562 | -1.31 | 223 | 5.21 | ||||
| 2025-08-08 | 13F | Firestone Capital Management | 12,474 | 0.00 | 499 | 6.40 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 9,515 | 0.00 | 381 | 6.44 | ||||
| 2025-08-12 | 13F | Winnow Wealth Llc | 0 | 0 | ||||||
| 2025-07-24 | 13F | Vantage Point Financial LLC | 6,731 | 24.74 | 269 | 33.17 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 800 | -92.33 | 32 | -91.84 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 194,440 | -4.13 | 7,780 | 2.01 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 16,240 | 0.00 | 650 | 6.39 | ||||
| 2025-08-11 | 13F | Anfield Capital Management, LLC | 322 | 13 | ||||||
| 2025-07-24 | 13F | Blair William & Co/il | 766,577 | -9.85 | 30,671 | -4.08 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 1,207,997 | -4.21 | 48,332 | 1.93 |
