PFFD - Global X Funds - Global X U.S. Preferred ETF Saham - Harga Saham, Kepemilikan Institusional, Pemegang Saham (ARCA)

Global X Funds - Global X U.S. Preferred ETF
US ˙ ARCA ˙ US37954Y6573

Mga Batayang Estadistika
Pemilik Institusional 294 total, 294 long only, 0 short only, 0 long/short - change of -0.67% MRQ
Alokasi Portofolio Rata-rata 0.4220 % - change of -6.69% MRQ
Saham Institusional (Jangka Panjang) 69,429,485 (ex 13D/G) - change of 6.43MM shares 10.20% MRQ
Nilai Institusional (Jangka Panjang) $ 1,254,456 USD ($1000)
Kepemilikan Institusional dan Pemegang Saham

Global X Funds - Global X U.S. Preferred ETF (US:PFFD) memiliki 294 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 69,429,485 saham. Pemegang saham terbesar meliputi Orgel Wealth Management, LLC, Bank Of America Corp /de/, Morgan Stanley, LPL Financial LLC, Global X Japan Co., Ltd., Wells Fargo & Company/mn, New York Life Investment Management Llc, Envestnet Asset Management Inc, Lido Advisors, LLC, and Full Sail Capital, LLC .

Struktur kepemilikan institusional Global X Funds - Global X U.S. Preferred ETF (ARCA:PFFD) 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 19.50 / share. Previously, on September 9, 2024, the share price was 20.39 / share. This represents a decline of 4.36% over that period.

PFFD / Global X Funds - Global X U.S. Preferred ETF Institutional Ownership
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.

PFFD / Global X Funds - Global X U.S. Preferred ETF Historical Put/Call Ratio
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
(%)
2025-08-08 13F Advisors Capital Management, LLC 68,862 0.41 1,297 -0.69
2025-08-14 13F Goldman Sachs Group Inc 0 -100.00 0
2025-08-11 13F Private Advisor Group, LLC 90,170 -46.92 1,698 -47.53
2025-07-24 13F Endeavor Private Wealth, Inc. 0 -100.00 0
2025-08-05 13F American Institute for Advanced Investment Management, LLP 36,908 0.00 695 -1.14
2025-08-13 13F Renaissance Technologies Llc 61,300 1,154
2025-07-08 13F Webster Bank, N. A. 526 0.00 10 -10.00
2025-08-12 13F Jpmorgan Chase & Co 35,807 -8.43 674 -9.41
2025-08-08 13F Creative Planning 1,027,036 -0.41 19,339 -1.51
2025-07-30 13F Cullen/frost Bankers, Inc. 10,000 0.00 188 -1.05
2025-08-14 13F Qube Research & Technologies Ltd 8,371 40.55 158 38.94
2025-07-31 13F Oppenheimer & Co Inc 0 -100.00 0
2025-08-07 13F CSM Advisors, LLC 26,100 0.00 0
2025-08-25 NP MAINSTAY VP FUNDS TRUST - MainStay VP IQ Hedge Multi-Strategy Portfolio Initial Class 411,322 685.13 7,745 676.83
2025-08-12 13F Inscription Capital, LLC 15,966 301
2025-08-12 13F Atlas Capital Advisors Llc 7,453 0.00 140 -0.71
2025-08-07 13F Howard Bailey Securities, Llc 12,700 1.38 239 0.42
2025-08-11 13F Tidemark, LLC 7,467 -2.49 141 -3.45
2025-08-14 13F Full Sail Capital, LLC 1,396,074 -2.16 26,288 -3.24
2025-08-14 13F Citadel Advisors Llc 41,721 173.69 786 170.69
2025-05-13 13F Freestone Capital Holdings, LLC 0 -100.00 0
2025-08-14 13F Citadel Advisors Llc Call 20,400 -57.32 384 -57.80
2025-08-14 13F Abound Financial, Llc 0 -100.00 0
2025-08-11 13F State of Wisconsin - Board of Commissioners of Public Lands 1,341,305 0.00 25,257 -1.10
2025-08-11 13F Trajan Wealth LLC 117,312 -5.56 2,209 -6.64
2025-07-30 13F Onyx Bridge Wealth Group LLC 10,084 -0.27 190 -1.56
2025-07-31 13F Wealthfront Advisers Llc 13,684 258
2025-08-11 13F WPG Advisers, LLC 1,845 113.05 35 112.50
2025-07-31 13F Cambridge Investment Research Advisors, Inc. 150,010 -3.61 3 0.00
2025-08-14 13F Mml Investors Services, Llc 384,175 26.00 7 40.00
2025-07-22 13F Wealthcare Advisory Partners LLC 24,172 13.92 455 12.62
2025-07-30 13F First Citizens Bank & Trust Co 23,735 46.92 447 45.28
2025-08-12 13F Pathstone Holdings, LLC 12,175 0.00 229 -0.87
2025-08-14 13F/A Rockefeller Capital Management L.P. 49,010 1.40 923 0.22
2025-05-15 13F Hrt Financial Lp 0 -100.00 0
2025-07-21 13F DHJJ Financial Advisors, Ltd. 5 0.00 0
2025-08-12 13F Ameritas Investment Partners, Inc. 605 0.00 11 0.00
2025-08-14 13F Summit Trail Advisors, Llc 11,250 12.50 212 11.05
2025-08-14 13F TT Capital Management LLC 28,500 533
2025-08-12 13F Kohmann Bosshard Financial Services, LLC 27,757 -48.09 523 -48.72
2025-07-09 13F Triumph Capital Management 43,636 3.90 822 2.75
2025-08-14 13F Ancora Advisors, LLC 154 0.00 3 0.00
2025-07-10 13F Orgel Wealth Management, LLC 6,963,093 131,115
2025-08-08 13F/A Prospect Financial Services LLC 56,135 -17.80 1,057 -18.69
2025-08-15 13F Morgan Stanley 4,472,337 3.87 84,214 2.73
2025-07-11 13F Global X Japan Co., Ltd. 3,540,531 11.58 66,668 10.35
2025-08-15 13F Equitable Holdings, Inc. 93,084 2.75 1,753 1.62
2025-05-14 13F Entrewealth, Llc 0 -100.00 0
2025-07-31 13F Rational Advisors Llc 1,102,418 0.77 20,759 -0.34
2025-07-14 13F Ridgewood Investments LLC 0 -100.00 0
2025-04-22 13F PFG Investments, LLC 0 -100.00 0
2025-08-28 NP SSIZX - Sierra Tactical Core Income Fund Class A Shares 560,100 10,547
2025-08-08 13F Cetera Investment Advisers 1,072,979 12.57 20,204 11.34
2025-08-13 13F Rockport Wealth LLC 147,555 7.53 2,778 6.36
2025-08-08 13F Compass Financial Services Inc 35 0.00 1
2025-08-12 13F Proequities, Inc. 0 0
2025-08-05 13F American Capital Advisory, LLC 693 0.00 13 0.00
2025-08-11 13F Delta Asset Management Llc/tn 97 0.00 2 0.00
2025-07-30 13F First Interstate Bank 121,662 2,291
2025-08-12 13F FUKOKU MUTUAL LIFE INSURANCE Co 919,000 0.00 17,305 -1.10
2025-07-16 13F Perigon Wealth Management, LLC 25,469 -0.66 480 -1.84
2025-07-17 13F Nelson, Van Denburg & Campbell Wealth Management Group, LLC 13,011 -1.25 245 -2.40
2025-08-14 13F Bluefin Capital Management, Llc 0 -100.00 0
2025-08-11 13F Traub Capital Management LLC 109,627 2,064
2025-08-12 13F PSI Advisors, LLC 0 -100.00 0
2025-08-14 13F Warren Averett Asset Management, LLC 68,159 2.99 1,283 1.83
2025-07-17 13F Sound Income Strategies, LLC 274,715 -1.17 5,173 -2.27
2025-08-07 13F Hennion & Walsh Asset Management, Inc. 31,246 -98.04 588 -98.06
2025-07-09 13F Christopher J. Hasenberg, Inc 35 0.00 1
2025-08-12 13F Cornerstone Wealth Management, LLC 21,508 -1.65 405 -2.88
2025-07-11 13F My Legacy Advisors, LLC 0 -100.00 0
2025-08-07 13F CENTRAL TRUST Co 22,920 0.00 432 -1.15
2025-07-24 13F IFP Advisors, Inc 14,377 -16.54 271 -17.43
2025-05-12 13F Independent Advisor Alliance 0 -100.00 0
2025-07-24 13F Us Bancorp \de\ 12,358 0.00 233 -1.28
2025-08-08 13F L & S Advisors Inc 67,161 71.61 1,265 69.66
2025-07-10 13F Wealth Enhancement Advisory Services, Llc 16,652 -34.65 317 -34.64
2025-07-18 13F Madrona Financial Services, LLC 28,149 8.17 530 7.07
2025-07-18 13F Trust Co Of Vermont 809 15
2025-08-04 13F Savvy Advisors, Inc. 11,378 214
2025-08-12 13F Wealthbridge Capital Management, Llc 25,700 0.00 484 -1.23
2025-08-13 13F Baird Financial Group, Inc. 234,527 1.71 4,416 0.59
2025-08-13 13F Lido Advisors, LLC 1,537,167 3.02 28,945 1.88
2025-07-17 13F KWB Wealth 13,864 -96.39 264 -96.49
2025-08-04 13F Assetmark, Inc 845,138 4.08 15,914 2.93
2025-08-28 NP GPMIX - GuidePath(R) Multi-Asset Income Allocation Fund Service Shares 196,976 4.20 3,709 3.06
2025-07-24 13F Conning Inc. 580,200 0.00 10,925 -1.10
2025-08-07 13F Nwam Llc 49,542 4.51 945 4.77
2025-08-19 13F Asset Dedication, LLC 441 8
2025-08-13 13F Keystone Financial Group 11,600 0.00 218 -0.91
2025-07-30 13F Syntegra Private Wealth Group, LLC 42,106 107.91 793 105.71
2025-05-08 13F Gs Investments, Inc. 0 -100.00 0
2025-07-10 13F Focus Financial Network, Inc. 15,591 0.65 294 -0.34
2025-08-11 13F Strategic Wealth Partners, Ltd. 3 0
2025-07-17 13F David Kennon Inc 229,687 -45.50 4,325 -46.09
2025-08-14 13F Wells Fargo & Company/mn 2,751,174 17.13 51,805 15.84
2025-09-04 13F/A Advisor Group Holdings, Inc. 201,917 56.21 3,817 55.10
2025-08-29 NP LNGVX - WisdomTree Siegel Longevity Digital Fund 407 10.30 8 0.00
2025-07-07 13F Investors Research Corp 74,370 -1.25 1,400 -2.30
2025-07-17 13F Albion Financial Group /ut 9,154 0.00 172 -1.15
2025-07-24 13F Robertson Stephens Wealth Management, LLC 232,944 7.21 4,386 6.04
2025-08-06 13F First Horizon Advisors, Inc. 1,484 -10.01 28 -12.90
2025-07-03 13F Collective Family Office Llc 486,072 -3.19 9,153 -4.26
2025-08-14 13F CoreCap Advisors, LLC 545 0.00 10 0.00
2025-07-21 13F Mirae Asset Global Investments Co., Ltd. 0 -100.00 0
2025-08-13 13F Northwestern Mutual Wealth Management Co 162,658 14.61 3,063 13.32
2025-08-08 13F Foundations Investment Advisors, LLC 15,605 294
2025-07-28 13F Harbour Investments, Inc. 5,600 718.71 105 707.69
2025-08-14 13F CIBC World Markets Inc. 86,600 0.00 1,631 -1.09
2025-07-29 13F Angeles Wealth Management, Llc 0 -100.00 0
2025-08-14 13F Mariner, LLC 202,028 -3.94 3,804 -5.00
2025-07-11 13F Farther Finance Advisors, LLC 21,195 179.07 399 179.02
2025-08-14 13F Gerber Kawasaki Wealth & Investment Management 146,108 17.10 2,751 15.83
2025-05-14 13F Van Hulzen Asset Management, LLC 0 -100.00 0 -100.00
2025-07-14 13F Sowell Financial Services LLC 14,449 7.53 272 6.67
2025-08-05 13F Bank Of Montreal /can/ 1,120 0.00 21 0.00
2025-08-12 13F MAI Capital Management 301,958 -11.33 5,686 -12.31
2025-05-15 13F Marshall & Sterling Wealth Advisors Inc. 0 0
2025-08-11 13F HighTower Advisors, LLC 317,869 -6.24 5,985 -7.28
2025-08-14 13F MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 351,882 9.91 6,626 8.70
2025-08-05 13F Huntington National Bank 1 -98.81
2025-08-14 13F Comerica Bank 15,126 15.24 285 14.06
2025-08-04 13F AMG National Trust Bank 19,088 0.00 359 -1.10
2025-03-21 13F Prostatis Group LLC 0 -100.00 0
2025-08-12 13F Running Point Capital Advisors, LLC 6,515 -5.22 123 -6.15
2025-08-14 13F MidWestOne Financial Group, Inc. 12,000 0.00 226 -1.32
2025-07-09 13F Channel Wealth Llc 10,453 -31.90 197 -32.88
2025-07-28 13F BRYN MAWR TRUST Co 0 -100.00 0 -100.00
2025-08-01 13F New York Life Investment Management Llc 1,848,925 562.41 34,815 555.16
2025-07-11 13F Pinnacle Bancorp, Inc. 4,006 0.00 75 -1.32
2025-07-25 13F Apollon Financial, LLC 80,463 -5.15 1,515 -6.19
2025-07-08 13F Apella Capital, LLC 66,502 1,259
2025-07-15 13F Fortitude Family Office, LLC 3,544 67
2025-08-06 13F Texas Yale Capital Corp. 263,229 -4.37 4,957 -5.42
2025-08-12 13F Global Retirement Partners, LLC 153,749 558.23 2,895 536.26
2025-08-01 13F Chilton Capital Management Llc 7,950 -3.21 150 -4.49
2025-08-05 13F Cherry Tree Wealth Management, LLC 2,703 -6.66 51 -9.09
2025-08-01 13F Integral Investment Advisors, Inc. 37,651 0.00 709 -1.12
2025-08-14 13F Ameriprise Financial Inc 813,408 8.40 15,186 6.30
2025-08-08 13F Leicht Financial Planning & Wealth Management, Inc. 0 -100.00 0
2025-08-14 13F IHT Wealth Management, LLC 19,946 7.57 376 6.23
2025-07-21 13F Old Second National Bank Of Aurora 1,000 0.00 19 -5.26
2025-08-08 13F Larson Financial Group LLC 9,979 0.99 188 -0.53
2025-07-30 13F Whittier Trust Co 17,446 0.00 328 -0.91
2025-07-30 13F Wbh Advisory Inc 25,361 75.50 478 73.45
2025-08-14 13F Colony Group, LLC 28,479 -88.11 536 -88.24
2025-07-07 13F Global Wealth Strategies & Associates 717 0.00 14 0.00
2025-07-24 13F Cyndeo Wealth Partners, LLC 98,439 0.00 1,854 -1.12
2025-08-08 13F/A Ignite Planners, LLC 12,560 1.71 240 3.91
2025-08-19 13F National Asset Management, Inc. 0 -100.00 0
2025-07-22 13F Team Financial Group, LLC 4,154 78
2025-08-18 13F/A Kestra Investment Management, LLC 42,582 -23.64 802 -24.51
2025-08-07 13F Winthrop Capital Management, LLC 6,140 1.24 0
2025-08-11 13F Citigroup Inc 2 -99.21 0 -100.00
2025-07-16 13F Advisors Management Group Inc /adv 15,500 -7.77 0
2025-08-11 13F Western Wealth Management, LLC 27,259 -21.07 513 -21.92
2025-04-15 13F Collier Financial 142,813 2,719
2025-08-29 13F Centaurus Financial, Inc. 28,118 7.60 1
2025-08-08 13F SBI Securities Co., Ltd. 202,324 -31.85 3,810 -32.61
2025-07-23 13F Columbus Macro, LLC 554,683 16.17 10,445 14.88
2025-07-22 13F Plimoth Trust Co Llc 65,205 3.87 1,228 2.68
2025-07-24 13F MSH Capital Advisors LLC 25,956 -1.53 489 -2.59
2025-07-28 13F Kiker Wealth Management, LLC 0 -100.00 0
2025-05-15 13F Van Den Berg Management I, Inc 0 -100.00 0
2025-07-14 13F Park Avenue Securities Llc 461,058 5.55 9 0.00
2025-08-13 13F Bank Of Nova Scotia 488,900 9,206
2025-08-14 13F Harwood Advisory Group, LLC 0 -100.00 0
2025-07-29 13F FLC Capital Advisors 22,954 -53.33 432 -53.85
2025-08-15 13F Blue Edge Capital, LLC 191,463 -2.00 3,605 -3.07
2025-07-23 13F Eagle Strategies LLC 70,360 28.23 1,325 26.82
2025-07-08 13F FF Advisors,LLC 82,891 5.37 1,561 6.12
2025-05-01 13F Steel Peak Wealth Management LLC 0 -100.00 0
2025-08-12 13F Howe & Rusling Inc 4,281 -42.98 81 -43.66
2025-08-05 13F Fourth Dimension Wealth, LLC 6 0.00 0
2025-07-29 13F Unison Advisors LLC 66,032 5.85 1,243 4.72
2025-08-13 13F WCG Wealth Advisors LLC 20,227 -1.02 381 -2.31
2025-07-29 13F Aire Advisors, Llc 332,235 -2.63 6,256 -3.71
2025-08-11 13F Intrepid Financial Planning Group LLC 34,636 -0.38 652 -1.36
2025-08-12 13F Integras Partners LLC 0 -100.00 0
2025-07-17 13F Janney Montgomery Scott LLC 48,196 -3.08 1
2025-08-08 13F New England Capital Financial Advisors LLC 823 15
2025-06-26 NP HNDL - Strategy Shares Nasdaq 7 HANDL(TM) Index ETF 1,089,088 -5.41 20,399 -10.53
2025-08-13 13F Cerity Partners LLC 10,203 193
2025-08-13 13F American Investment Services, Inc. 11,328 4.83 213 3.90
2025-05-15 13F Talon Private Wealth, LLC 0 -100.00 0 -100.00
2025-08-05 13F GPS Wealth Strategies Group, LLC 4,777 -8.42 90 -10.10
2025-05-14 13F Leslie Global Wealth, LLC 0 -100.00 0
2025-08-14 13F Modern Wealth Management, LLC 12,808 -97.70 241 -97.73
2025-08-18 13F Geneos Wealth Management Inc. 5,516 116.99 104 114.58
2025-08-11 13F Perennial Investment Advisors, LLC 0 -100.00 0
2025-07-23 13F REAP Financial Group, LLC 73 0.00 1 0.00
2025-07-23 13F Nbt Bank N A /ny 12,000 0.00 226 -1.32
2025-08-13 13F Plan Group Financial, LLC 140,494 107.25 2,646 105.04
2025-04-01 13F Massmutual Trust Co Fsb/adv 0 -100.00 0
2025-08-12 13F O'shaughnessy Asset Management, Llc 1 -94.44 0
2025-08-19 13F Advisory Services Network, LLC 18,312 9.61 351 10.06
2025-08-11 13F Brown Brothers Harriman & Co 5,100 96
2025-08-12 13F Cornerstone Select Advisors, LLC 11,549 -4.15 217 -5.24
2025-08-04 13F MeadowBrook Investment Advisors LLC 8,080 -22.79 152 -23.62
2025-08-07 13F Parkside Financial Bank & Trust 0 -100.00 0
2025-04-17 13F Monticello Wealth Management, Llc 0 -100.00 0
2025-08-07 13F 1620 Investment Advisors, Inc. 16,732 23.56 315 22.57
2025-07-22 13F Appleton Partners Inc/ma 214,421 -5.72 4 0.00
2025-07-29 13F Activest Wealth Management 29,757 0.38 560 -0.71
2025-08-13 13F Cary Street Partners Financial Llc 10,770 7.70 203 6.32
2025-08-14 13F Gotham Asset Management, LLC 22,999 1.54 433 0.46
2025-08-12 13F Coldstream Capital Management Inc 0 -100.00 0
2025-08-04 13F Spire Wealth Management 0 -100.00 0 -100.00
2025-08-14 13F Citadel Advisors Llc Put 0 -100.00 0
2025-08-08 13F CFO4Life Group, LLC 16,888 0.00 318 -0.93
2025-07-30 13F Whittier Trust Co Of Nevada Inc 1,587 -67.69 30 -68.82
2025-08-12 13F AlphaCore Capital LLC 155,310 -0.10 2,924 -1.22
2025-07-28 13F Mutual Advisors, LLC 74,383 -2.01 1,421 -0.28
2025-08-14 13F UBS Group AG 1,071,466 16.64 20,176 15.35
2025-08-12 13F Financial Advocates Investment Management 65,370 -21.22 1,231 -22.10
2025-05-09 13F Fortis Capital Management LLC 0 -100.00 0
2025-08-05 13F Compton Financial Group, LLC 0 -100.00 0
2025-04-30 13F Valeo Financial Advisors, LLC 0 -100.00 0
2025-08-11 13F Principal Securities, Inc. 81,167 5.60 1,528 1.93
2025-07-21 13F Crews Bank & Trust 125,380 7.16 2,361 5.97
2025-08-04 13F Flagship Harbor Advisors, Llc 0 -100.00 0
2025-08-12 13F Nemes Rush Group LLC 131 1.55 2 0.00
2025-07-22 13F Iron Horse Wealth Management, LLC 304,662 1.51 5,737 0.39
2025-07-22 13F Accel Wealth Management 46,577 -23.45 877 -24.27
2025-08-18 13F/A National Bank Of Canada /fi/ 334,995 352,526.32 6,308 630,600.00
2025-08-12 13F Meridian Wealth Advisors, LLC 29,000 0.00 546 -1.09
2025-08-14 13F Raymond James Financial Inc 994,780 -5.83 18,732 -6.87
2025-05-08 13F Bank of Jackson Hole Trust 0 -100.00 0
2025-08-14 13F Great Valley Advisor Group, Inc. 137,438 15.01 2,588 13.76
2025-07-21 13F Future Financial Wealth Managment LLC 3,305 -46.74 62 -47.46
2025-08-13 13F Scotia Capital Inc. 15,537 23.41 293 22.18
2025-07-10 13F HF Advisory Group, LLC 10,386 1.83 196 0.52
2025-08-06 13F Rialto Wealth Management, LLC 0 -100.00 0
2025-07-21 13F Ameritas Advisory Services, LLC 7,901 149
2025-08-04 13F Creekmur Asset Management LLC 1 0.00 0
2025-08-14 13F Clarity Asset Management, Inc. 536 10
2025-08-06 13F Golden State Wealth Management, LLC 7,452 -13.61 140 -14.63
2025-07-15 13F GSB Wealth Management, LLC 135,355 16.52 1,751 -20.85
2025-08-11 13F Inspire Advisors, LLC 32,027 -5.53 603 -6.51
2025-07-11 13F/A Umb Bank N A/mo 2,962 0.00 56 -1.79
2025-08-12 13F Segall Bryant & Hamill, Llc 25,430 -1.47 479 -2.65
2025-08-13 13F EverSource Wealth Advisors, LLC 305 0.99 6 0.00
2025-07-18 13F Naples Global Advisors, Llc 458,365 6.88 8,631 5.71
2025-08-12 13F Jaffetilchin Investment Partners, LLC 17,246 -1.75 325 -2.99
2025-07-15 13F Oxinas Partners Wealth Management LLC 10,653 -9.74 201 -10.71
2025-08-14 13F Sunbelt Securities, Inc. 15,345 -6.40 299 -4.17
2025-07-15 13F FLP Wealth Management, LLC 0 -100.00 0
2025-05-08 13F Armis Advisers, LLC 0 -100.00 0
2025-07-10 13F Ahl Investment Management, Inc. 417,733 -0.36 7,866 -1.47
2025-07-24 13F Blair William & Co/il 2,728 3,442.86 51 5,000.00
2025-08-14 13F Horizon Investments, LLC 65 1
2025-08-14 13F Stifel Financial Corp 18,064 -12.43 340 -13.27
2025-05-14 13F Orion Capital Management LLC 0 -100.00 0
2025-07-29 13F Stratos Wealth Partners, LTD. 137,491 -4.63 2,589 -5.72
2025-08-11 13F Anderson Financial Strategies, LLC 0 -100.00 0
2025-08-13 13F Continuum Advisory, LLC 33,962 313.26 640 309.62
2025-07-15 13F RVW Wealth, LLC 20,803 0.00 392 -1.26
2025-08-13 13F GeoWealth Management, LLC 18,004 2.23 339 1.19
2025-08-14 13F Acorn Wealth Advisors, LLC 30,627 -6.77 577 -7.84
2025-08-14 13F Bank Of America Corp /de/ 5,665,148 -11.54 106,675 -12.51
2025-07-25 13F Envestnet Portfolio Solutions, Inc. 36,758 16.43 692 15.14
2025-05-14 13F Jane Street Group, Llc 0 -100.00 0
2025-08-08 13F Pnc Financial Services Group, Inc. 10,000 0.00 188 -1.05
2025-07-16 13F Essex Financial Services, Inc. 39,671 0.00 747 -1.06
2025-08-08 13F Fortis Group Advisors, LLC 375 0.00 7 0.00
2025-07-17 13F Prepared Retirement Institute LLC 118,938 -9.90 2,240 -10.90
2025-08-18 13F Front Row Advisors LLC 8,000 0.00 151 -1.32
2025-07-25 13F RHS Financial, LLC 45,567 -23.12 858 -23.94
2025-08-06 13F AE Wealth Management LLC 10,900 4.44 205 3.54
2025-08-13 13F Quadrature Capital Ltd 103,685 1,952
2025-08-12 13F Change Path, LLC 87,061 3.94 1,639 2.82
2025-08-15 13F Kestra Advisory Services, LLC 351,065 11.19 6,611 9.97
2025-07-25 13F Cwm, Llc 1,345,912 1.50 25 0.00
2025-08-01 13F Envestnet Asset Management Inc 1,642,627 14.61 30,927 13.34
2025-08-13 13F Millington Financial Advisors, LLC 25,928 17.27 495 23.19
2025-08-14 13F Wiley Bros.-aintree Capital, Llc 137,514 13.25 2,591 11.98
2025-07-21 13F Trinity Legacy Partners, LLC 444,869 -0.38 8,453 0.48
2025-08-14 13F Two Sigma Securities, Llc 0 -100.00 0
2025-07-22 13F Merit Financial Group, LLC 55,648 -28.70 1,048 -29.54
2025-05-07 13F Trilogy Capital Inc. 0 -100.00 0
2025-07-17 13F Fifth Third Securities, Inc. 170,221 6.49 3,205 5.32
2025-07-11 13F Seacrest Wealth Management, Llc 10,595 0.08 200 -1.00
2025-07-14 13F Crew Capital Management, Ltd. 0 -100.00 0
2025-08-14 13F Sei Investments Co 764,477 31.67 14,395 30.22
2025-08-14 13F Fmr Llc 58 -3.33 1 0.00
2025-08-08 13F Flaharty Asset Management, LLC 0 -100.00 0
2025-07-14 13F AdvisorNet Financial, Inc 237 4
2025-07-17 13F Vermillion Wealth Management, Inc. 2,549 1.31 48 2.13
2025-08-11 13F Aptus Capital Advisors, LLC 1,564 0.00 29 0.00
2025-05-13 13F Heck Capital Advisors, LLC 0 -100.00 0 -100.00
2025-07-09 13F Beacon Financial Group 19,783 0.75 373 -0.27
2025-08-29 13F Evolution Wealth Management Inc. 6,856 129
2025-08-12 13F Steward Partners Investment Advisory, Llc 635,671 5.40 11,970 4.24
2025-07-09 13F Breakwater Capital Group 0 -100.00 0
2025-08-12 13F CIBC Private Wealth Group, LLC 10,222 57.02 192 64.10
2025-08-27 13F Barnes Wealth Management Group, Inc 26,643 9.55 502 8.21
2025-07-03 13F TrueWealth Advisors, LLC 32,941 -24.03 620 -24.85
2025-07-23 13F Nelson Capital Management, LLC 24,692 1.48 465 0.22
2025-07-30 13F Eqis Capital Management, Inc. 12,242 -2.26 231 -3.36
2025-07-17 13F SWS Partners 265,414 6.50 4,998 5.33
2025-08-12 13F Gladstone Institutional Advisory LLC 121,199 -2.32 2,282 -3.39
2025-07-28 13F Duncker Streett & Co Inc 67,139 -2.57 1,264 -3.66
2025-08-06 13F Vestmark Advisory Solutions, Inc. 118,666 149.65 2,234 146.85
2025-08-14 13F Navigoe, LLC 70 0
2025-07-08 13F/A Adams Asset Advisors, LLC 49,806 938
2025-07-23 13F Sachetta, LLC 300 0.00 6 0.00
2025-07-25 13F Apollon Wealth Management, LLC 58,549 -16.36 1,102 -17.27
2025-06-02 13F/A Deutsche Bank Ag\ 0 -100.00 0
2025-05-08 13F IFG Advisory, LLC 0 -100.00 0
2025-08-06 13F Commonwealth Equity Services, Llc 61,157 -5.71 1 0.00
2025-08-12 13F Park Square Financial Group, LLC 216 6.40 4 33.33
2025-08-14 13F Smartleaf Asset Management LLC 5,448 102
2025-07-17 13F Youngs Advisory Group, Inc. 947,579 -2.08 17,843 -3.16
2025-07-16 13F ORG Partners LLC 811 -16.13 15 -16.67
2025-08-08 13F Austin Wealth Management, LLC 13,079 -40.21 250 -39.02
2025-07-22 13F Hickory Asset Management, Inc. 33,958 -0.70 639 -1.84
2025-08-04 13F Creative Financial Designs Inc /adv 4,693 -10.64 88 -12.00
2025-07-08 13F Nbc Securities, Inc. 10,944 -12.40 0
2025-08-08 13F Collaborative Wealth Managment Inc. 364,576 -12.11 6,865 -13.09
2025-08-14 13F Note Advisors, LLC 129,976 8.11 2,447 6.90
2025-04-30 13F Sofos Investments, Inc. 0 -100.00 0 -100.00
2025-08-13 13F Transce3nd, LLC 144 -23.40 3 -33.33
2025-08-08 13F Avantax Advisory Services, Inc. 37,601 6.94 708 5.83
2025-07-29 13F Private Trust Co Na 29,932 -10.55 564 -11.62
2025-07-23 13F West Paces Advisors Inc. 0 -100.00 0
2025-08-08 13F Good Life Advisors, LLC 59,338 -22.39 1,117 -23.23
2025-08-14 13F Bnp Paribas Arbitrage, Sa 140,669 -57.27 2,649 -57.75
2025-08-05 13F Simplex Trading, Llc 578 -75.52 0
2025-08-12 13F SRS Capital Advisors, Inc. 828 16
2025-06-10 13F Birchbrook, Inc. 0 -100.00 0 -100.00
2025-07-31 13F Glass Jacobson Investment Advisors llc 1,016 -14.69 19 -17.39
2025-08-12 13F LPL Financial LLC 4,170,782 -26.52 78,536 -27.33
2025-08-06 13F New Millennium Group LLC 1,248 -10.22 23 -11.54
2025-05-09 13F Atria Wealth Solutions, Inc. 0 -100.00 0
2025-08-12 13F J.w. Cole Advisors, Inc. 0 -100.00 0 -100.00
2025-08-14 13F Capitolis Liquid Global Markets LLC 366,000 6,892
2025-08-06 13F Hallmark Capital Management Inc 7 0.00 0
2025-07-16 13F Prairiewood Capital, LLC 361,425 6.68 6,806 5.50
2025-07-22 13F Coastal Investment Advisors, Inc. 0 -100.00 0
2025-08-14 13F GWM Advisors LLC 90,238 9.29 1,699 8.08
2025-08-13 13F Level Four Advisory Services, Llc 19,755 -12.84 372 -13.92
2025-04-15 13F Noble Wealth Management PBC 500 10
2025-08-11 13F Alteri Wealth LLC 47,906 7.36 902 6.24
2025-08-14 13F Susquehanna International Group, Llp 63,950 69.42 1,204 67.69
2025-07-30 NP ALTY - Global X SuperDividend Alternatives ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 334,958 3.41 6,267 -2.57
2025-07-31 13F Perissos Private Wealth Management, LLC 72,192 -14.08 1,359 -15.01
2025-08-07 13F Alpha Cubed Investments, LLC 38,923 282.87 733 279.27
2025-05-16 13F Coppell Advisory Solutions LLC 0 -100.00 0
2025-08-06 13F North Capital, Inc. 100 2.04 2 0.00
2025-06-25 NP QAI - IQ Hedge Multi-Strategy Tracker ETF 1,387,356 746.94 25,985 701.26
2025-08-13 13F WealthTrust Axiom LLC 267,231 -1.89 5,032 -2.99
2025-08-14 13F Objective Capital Management, LLC 32,626 614
2025-07-01 13F Harbor Investment Advisory, Llc 39 0.00 1
2025-07-14 13F Lewis Asset Management, LLC 14,843 -3.62 279 -4.78
2025-08-14 13F Cibc World Markets Corp 97,354 5.62 1,833 4.50
2025-08-07 13F Allworth Financial LP 1,446 0.00 27 0.00
2025-08-08 13F Firestone Capital Management 19,559 -15.88 368 -16.74
2025-08-14 13F Royal Bank Of Canada 560,892 -21.84 10,562 -22.70
2025-08-15 13F CI Private Wealth, LLC 27,377 -0.80 516 -1.90
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