Mga Batayang Estadistika
| Pemilik Institusional | 185 total, 185 long only, 0 short only, 0 long/short - change of -3.14% MRQ |
| Alokasi Portofolio Rata-rata | 0.2854 % - change of -28.05% MRQ |
| Saham Institusional (Jangka Panjang) | 27,474,087 (ex 13D/G) - change of -3.53MM shares -11.39% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 428,405 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
VanEck ETF Trust - VanEck Preferred Securities ex Financials ETF (US:PFXF) memiliki 185 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 27,474,087 saham. Pemegang saham terbesar meliputi Bank Of America Corp /de/, Morgan Stanley, LPL Financial LLC, Raymond James Financial Inc, Wells Fargo & Company/mn, State of Wisconsin - Board of Commissioners of Public Lands, Mml Investors Services, Llc, Tanager Wealth Management LLP, Envestnet Asset Management Inc, and Good Steward Wealth Advisors,LLC .
Struktur kepemilikan institusional VanEck ETF Trust - VanEck Preferred Securities ex Financials ETF (ARCA:PFXF) 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 17.79 / share. Previously, on September 6, 2024, the share price was 17.70 / share. This represents an increase of 0.51% 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/A | Rockefeller Capital Management L.P. | 67,940 | 11.37 | 1,163 | 13.80 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Bokf, Na | 6,313 | 0.00 | 108 | 2.86 | ||||
| 2025-07-29 | 13F | Creekside Partners | 13,429 | 0.00 | 230 | 1.78 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 186,484 | 15.85 | 3,194 | 17.51 | ||||
| 2025-07-25 | 13F | Richardson Financial Services Inc. | 325 | 0.00 | 6 | 0.00 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 278,173 | 0.34 | 4,762 | 2.50 | ||||
| 2025-07-21 | 13F | Future Financial Wealth Managment LLC | 11,415 | -69.36 | 195 | -68.75 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 20,612 | -22.63 | 353 | -21.08 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 25,580 | -10.50 | 438 | -8.77 | ||||
| 2025-08-08 | 13F | Wealth Alliance | 40,669 | 0.16 | 696 | 2.35 | ||||
| 2025-08-11 | 13F | Howard Wealth Management, Llc | 88,948 | -5.38 | 1,523 | -3.37 | ||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 22,830 | 0.86 | 391 | 2.90 | ||||
| 2025-04-24 | 13F | Decker Retirement Planning Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 28,028 | -1.29 | 480 | 0.84 | ||||
| 2025-07-09 | 13F | Procyon Private Wealth Partners, LLC | 21,992 | -6.42 | 377 | -4.33 | ||||
| 2025-07-15 | 13F | Patriot Investment Management Inc. | 17,800 | -16.12 | 305 | -14.37 | ||||
| 2025-08-11 | 13F | State of Wisconsin - Board of Commissioners of Public Lands | 1,525,220 | 0.00 | 26,112 | 2.15 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 65,500 | 322.58 | 1,121 | 332.82 | ||||
| 2025-07-29 | 13F | Ballast, Inc. | 101,408 | 1,736 | ||||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 214,581 | 10.81 | 3,674 | 13.19 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 14,919 | -0.21 | 257 | 2.80 | ||||
| 2025-07-18 | 13F | Tanager Wealth Management LLP | 1,142,036 | -4.93 | 19,552 | -2.89 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 1,187,758 | 4.92 | 20 | 11.11 | ||||
| 2025-05-05 | 13F | Financial Advisory Service, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 3,589 | 64.78 | 61 | 64.86 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 0 | -100.00 | 0 | |||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 71,696 | 13.07 | 1,227 | 15.54 | ||||
| 2025-07-11 | 13F | Mallini Complete Financial Planning LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 34,552 | 23.18 | 592 | 24.95 | ||||
| 2025-08-06 | 13F | Aspect Partners, LLC | 300 | 0.00 | 5 | 0.00 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 27,634 | -50.49 | 473 | -49.41 | ||||
| 2025-07-21 | 13F | Mirae Asset Global Investments Co., Ltd. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1,563,405 | -8.13 | 26,765 | -6.16 | ||||
| 2025-07-24 | 13F | Accredited Investor Services, Llc | 33,580 | 0.00 | 575 | 2.14 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1,703,998 | -21.85 | 29,172 | -20.17 | ||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 2,815 | 48 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 45,955 | -1.24 | 787 | 0.90 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 48,239 | 5.04 | 826 | 7.28 | ||||
| 2025-07-30 | 13F | Roman Butler Fullerton & Co | 25,614 | 2.60 | 448 | 13.71 | ||||
| 2025-08-14 | 13F | Prelude Capital Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-04-17 | 13F | Rs Crum Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Orleans Capital Management Corp/la | 12,750 | 0.00 | 218 | 2.35 | ||||
| 2025-05-08 | 13F | Arkadios Wealth Advisors | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Register Financial Advisors LLC | 9,538 | 0.00 | 163 | 2.52 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 74,166 | -0.54 | 1,270 | 1.60 | ||||
| 2025-05-13 | 13F | Bank Of Montreal /can/ | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 0 | -100.00 | 0 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 40,180 | 67.91 | 688 | 73.05 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 0 | -100.00 | 0 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 1,694 | 29 | ||||||
| 2025-08-11 | 13F | Citigroup Inc | 9,302 | 12.41 | 159 | 15.22 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Measured Risk Portfolios, Inc. | 136,059 | 1.52 | 2,329 | 3.70 | ||||
| 2025-07-24 | 13F | MSH Capital Advisors LLC | 84,519 | 5.32 | 1,447 | 7.59 | ||||
| 2025-07-22 | 13F | Powell Investment Advisors, LLC | 53,244 | -8.44 | 912 | -6.47 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 170 | 1.80 | 3 | 0.00 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 2,935 | 0.00 | 0 | |||||
| 2025-08-06 | 13F | Texas Yale Capital Corp. | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 27,990 | 0.24 | 0 | |||||
| 2025-08-05 | 13F | Castlekeep Investment Advisors Llc | 134,183 | 0.00 | 2,297 | 2.18 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 131,939 | -12.08 | 2,297 | -8.63 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 500,354 | -13.64 | 8,566 | -11.78 | ||||
| 2025-04-21 | 13F | Cadent Capital Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Liberty Square Wealth Partners Llc | 13,014 | 0.00 | 223 | 1.83 | ||||
| 2025-08-14 | 13F | Bluefin Capital Management, Llc | 15,107 | -31.21 | 259 | -29.89 | ||||
| 2025-07-24 | 13F | Etesian Wealth Advisors, Inc. | 54,977 | -3.11 | 941 | -1.05 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 437,222 | -50.05 | 7,484 | -48.98 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 83,335 | 7.23 | 1,427 | 9.52 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 324,683 | -18.36 | 5,558 | -16.60 | ||||
| 2025-08-14 | 13F | Balanced Rock Investment Advisor | 25,412 | 9.28 | 435 | 11.83 | ||||
| 2025-07-15 | 13F | Hofer & Associates. Inc | 15,075 | -1.64 | 258 | 0.78 | ||||
| 2025-08-11 | 13F | Inspire Advisors, LLC | 61,010 | 0.85 | 1,044 | 3.06 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 4,061 | 1.52 | 0 | |||||
| 2025-07-30 | 13F | Capstone Triton Financial Group, LLC | 24,237 | 235 | ||||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 1,900 | 0.00 | 33 | 3.23 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 2,576,916 | -3.32 | 44,117 | -1.24 | ||||
| 2025-07-17 | 13F | Wolff Wiese Magana Llc | 735 | 0.00 | 13 | 0.00 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 15,291 | 25.19 | 262 | 27.94 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 13,473 | 231 | ||||||
| 2025-07-10 | 13F | Three Seasons Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Cerity Partners LLC | 12,300 | -1.60 | 211 | 0.48 | ||||
| 2025-07-16 | 13F | Crowley Wealth Management, Inc. | 550 | 0.00 | 9 | 0.00 | ||||
| 2025-05-08 | 13F | Private Advisory Group LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-23 | 13F | Tcfg Wealth Management, Llc | 20,210 | 1.81 | 346 | 4.22 | ||||
| 2025-07-14 | 13F | Bank & Trust Co | 25,264 | 0.00 | 433 | 2.13 | ||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 55,679 | 953 | ||||||
| 2025-07-23 | 13F | Godsey & Gibb Associates | 2,318 | 0.00 | 40 | 2.63 | ||||
| 2025-07-24 | 13F | Mainstay Capital Management Llc /adv | 26,796 | 73.65 | 459 | 77.52 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 488,783 | 1.81 | 8 | 0.00 | ||||
| 2025-08-14 | 13F | Van Eck Associates Corp | 241 | 0.00 | 0 | |||||
| 2025-08-14 | 13F | Tandem Financial, LLC | 43,323 | 0.00 | 742 | 2.07 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 267 | 5 | ||||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 49,914 | -8.90 | 855 | -6.97 | ||||
| 2025-08-07 | 13F | Samalin Investment Counsel, LLC | 25,703 | 70.80 | 440 | 74.60 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 529 | 0.00 | 9 | 12.50 | ||||
| 2025-08-14 | 13F | Staley Capital Advisers Inc | 10,000 | 0.00 | 171 | 2.40 | ||||
| 2025-07-29 | 13F | AssuredPartners Investment Advisors, LLC | 27,282 | -75.86 | 467 | -75.33 | ||||
| 2025-07-10 | 13F | Marshall Financial Group LLC | 54,308 | -8.43 | 941 | -5.24 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 40,195 | 688 | ||||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 45,769 | 56.51 | 784 | 59.80 | ||||
| 2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Fortis Capital Management LLC | 144,914 | -20.75 | 2,481 | -19.06 | ||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 1,505 | 0 | ||||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Mission Hills Financial Advisory, LLC | 10,655 | 182 | ||||||
| 2025-05-09 | 13F | Manchester Capital Management LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Apriem Advisors | 22,700 | 0.00 | 389 | 2.11 | ||||
| 2025-08-07 | 13F | Mayport, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Dearborn Partners Llc | 0 | -100.00 | 0 | |||||
| 2025-08-28 | NP | SIRAX - Sierra Tactical All Asset Fund Class A | 139,300 | 2,385 | ||||||
| 2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 26,859 | 0.06 | 460 | 2.23 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 36,565 | 0.77 | 626 | 2.80 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 178,117 | -31.99 | 3,049 | -30.53 | ||||
| 2025-07-17 | 13F | Delta Capital Management Llc | 37,450 | 0.00 | 1 | |||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 107,167 | 10.46 | 1,849 | 13.78 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 318,686 | -0.12 | 5,456 | 2.02 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 386,093 | -1.96 | 6,610 | 0.14 | ||||
| 2025-07-29 | 13F | Fundamentun, Llc | 47,845 | 819 | ||||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 16,605 | 1.93 | 284 | 4.03 | ||||
| 2025-08-07 | 13F | Meridian Financial Partners LLC | 34,180 | 8.03 | 1 | |||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 204 | 204.48 | 3 | 200.00 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 222,639 | -40.03 | 3,812 | -38.75 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 17,338 | 297 | ||||||
| 2025-08-12 | 13F | MAI Capital Management | 8,090 | 0.00 | 139 | 2.22 | ||||
| 2025-05-15 | 13F | Wolverine Trading, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 3,619 | 0.00 | 62 | 1.67 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 2 | 0 | ||||||
| 2025-08-05 | 13F | Key FInancial Inc | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 82,927 | -0.37 | 1,420 | 1.79 | ||||
| 2025-08-05 | 13F | Gould Asset Management Llc /ca/ | 13,315 | -2.92 | 228 | -0.87 | ||||
| 2025-08-14 | 13F | UBS Group AG | 200,365 | -16.22 | 3,430 | -14.42 | ||||
| 2025-07-16 | 13F | West Branch Capital LLC | 645 | -22.57 | 11 | -15.38 | ||||
| 2025-07-11 | 13F | Brendel Financial Advisors LLC | 145,841 | 2.89 | 2 | 0.00 | ||||
| 2025-08-07 | 13F | Midland Wealth Advisors Llc | 0 | -100.00 | 0 | |||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 21,580 | -29.34 | 369 | -27.79 | ||||
| 2025-04-30 | 13F | POM Investment Strategies, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Guggenheim Capital Llc | 88,661 | 6.51 | 1,518 | 8.75 | ||||
| 2025-05-16 | 13F | Coordinated Financial Services, Inc./CO | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Global Financial Private Client, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Private Trust Co Na | 15,551 | 0.00 | 266 | 2.31 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 38,031 | 157.70 | 1 | |||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 3,028,917 | -11.38 | 51,855 | -9.48 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 505 | 9 | ||||||
| 2025-04-25 | 13F | Wall Street Financial Group, Inc. | 13,999 | 1.89 | 235 | -1.27 | ||||
| 2025-07-15 | 13F | Sheets Smith Wealth Management | 79,178 | -3.00 | 1,356 | -0.95 | ||||
| 2025-07-22 | 13F | Plimoth Trust Co Llc | 35,379 | 0.71 | 606 | 2.89 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 5,513 | 1.94 | 94 | 4.44 | ||||
| 2025-08-21 | 13F | Pathway Financial Advisers, LLC | 27,935 | -5.78 | 478 | -3.63 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 3,706 | 85.30 | 63 | 90.91 | ||||
| 2025-07-16 | 13F | Northern Oak Wealth Management Inc | 16,018 | 0.00 | 274 | 2.24 | ||||
| 2025-07-31 | 13F | Sumitomo Mitsui Trust Holdings, Inc. | 136,426 | -28.48 | 2,336 | -26.94 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 311,261 | 5 | ||||||
| 2025-04-28 | 13F | Strategic Financial Concepts, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-05-05 | 13F | Horizon Investment Services, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 117 | 0.00 | 2 | 100.00 | ||||
| 2025-08-11 | 13F | Resurgent Financial Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-04-23 | 13F | Mascagni Wealth Management, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 276,619 | 3.08 | 4,736 | 5.29 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 168,524 | -1.17 | 2,885 | 0.94 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 5,087 | -0.10 | 87 | 2.35 | ||||
| 2025-07-21 | 13F | Ntv Asset Management Llc | 123,136 | 19.28 | 2,108 | 21.85 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2025-05-14 | 13F | Flow Traders U.s. Llc | 0 | -100.00 | 0 | |||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 903 | 0.00 | 15 | 0.00 | ||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 18,261 | -0.82 | 313 | 1.30 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 104,963 | 18.42 | 1,797 | 20.94 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Franklin Resources Inc | 60 | 1 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 2,394,463 | -2.49 | 40,993 | -0.40 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 75,737 | 29.31 | 1,297 | 32.11 | ||||
| 2025-08-11 | 13F | Core Wealth Partners LLC | 22,480 | 0.00 | 385 | 2.13 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 5,797 | 99 | ||||||
| 2025-08-05 | 13F | Sigma Planning Corp | 103,540 | 120.93 | 1,773 | 125.73 | ||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 13,094 | 0.00 | 224 | 2.28 | ||||
| 2025-08-04 | 13F | Silver Coast Investments LLC | 288,427 | 1.40 | 4,938 | 3.57 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 22,131 | -6.15 | 379 | -4.30 | ||||
| 2025-08-04 | 13F | MeadowBrook Investment Advisors LLC | 7,040 | -0.85 | 121 | 1.69 | ||||
| 2025-08-14 | 13F | Redwood Financial Network Corp | 46,102 | -28.74 | 789 | -27.21 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 180,918 | 3.60 | 3,097 | 5.84 | ||||
| 2025-08-11 | 13F | Delta Asset Management Llc/tn | 105 | 0.00 | 2 | 0.00 | ||||
| 2025-08-14 | 13F | Van Den Berg Management I, Inc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | L2 Asset Management, LLC | 267,021 | 1.31 | 4,571 | 3.49 | ||||
| 2025-04-23 | 13F | Creative Financial Designs Inc /adv | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 16,518 | 0.00 | 287 | 9.13 | ||||
| 2025-08-13 | 13F | Quadrature Capital Ltd | 130,881 | 2,239 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 161,774 | -1.17 | 2,770 | 0.95 | ||||
| 2025-07-07 | 13F | Good Steward Wealth Advisors,LLC | 498,682 | 128.07 | 8,537 | 133.00 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 303,103 | -2.62 | 5,189 | -0.52 | ||||
| 2025-07-18 | 13F | O'ROURKE & COMPANY, Inc | 10,791 | -13.21 | 185 | -11.54 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 2,000 | 0.00 | 34 | 3.03 | ||||
| 2025-08-04 | 13F | Pinnacle Associates Ltd | 18,560 | 13.67 | 318 | 16.12 | ||||
| 2025-08-27 | NP | Mason Capital Fund Trust - Fundamentals First ETF | 2,808 | 0.00 | 48 | 2.13 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 163,622 | 0.08 | 3 | 0.00 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 393 | 7 | ||||||
| 2025-07-30 | 13F | Mid-American Wealth Advisory Group, Inc. | 769 | 13 | ||||||
| 2025-08-07 | 13F | Montag A & Associates Inc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Mariner, LLC | 112,775 | 43.13 | 1,931 | 46.21 | ||||
| 2025-08-14 | 13F | First Wilshire Securities Management Inc | 10,645 | -4.90 | 182 | -2.67 | ||||
| 2025-08-01 | 13F | Signature Wealth Management Group | 78,984 | 1.78 | 1,352 | 4.00 | ||||
| 2025-08-08 | 13F | Creative Planning | 89,642 | 521.56 | 1,535 | 536.51 | ||||
| 2025-07-29 | 13F | Carmel Capital Partners, LLC | 494,913 | 7.73 | 8,473 | 10.04 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 250 | 0.00 | 4 | 0.00 | ||||
| 2025-07-22 | 13F | Tandem Investment Partners LLC | 19,690 | 0.38 | 337 | 2.74 | ||||
| 2025-08-12 | 13F | Insigneo Advisory Services, Llc | 46,410 | 7.81 | 795 | 10.12 | ||||
| 2025-07-31 | 13F | Burke & Herbert Bank & Trust Co | 10,720 | 0.00 | 184 | 2.23 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 559 | 0.00 | 10 | 0.00 | ||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 1,597 | 97.16 | 0 | |||||
| 2025-05-06 | 13F | Avantax Advisory Services, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-07 | 13F | Investors Research Corp | 233,586 | 11.98 | 3,999 | 14.36 | ||||
| 2025-08-04 | 13F | Joseph P. Lucia & Associates, LLC | 101,408 | -1.49 | 1,736 | 0.64 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 106,784 | 0.73 | 1,872 | 6.73 | ||||
| 2025-08-11 | 13F | Comprehensive Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 33,164 | -64.78 | 568 | -64.07 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 460 | 8 | ||||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 4,111 | 56.91 | 70 | 62.79 | ||||
| 2025-07-23 | 13F | Guild Investment Management, Inc. | 41,180 | -3.51 | 705 | -1.40 | ||||
| 2025-08-14 | 13F | Comerica Bank | 17,490 | 2.51 | 299 | 4.91 | ||||
| 2025-08-01 | 13F | Vision Financial Markets Llc | 324 | 1.89 | 6 | 0.00 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Ariadne Wealth Management, LP | 28,750 | 0.00 | 510 | 6.47 | ||||
| 2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 14,453 | -4.75 | 247 | -2.76 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 86,107 | -55.82 | 1,474 | -54.87 | ||||
| 2025-08-12 | 13F | Prudential Plc | 6,800 | 0.00 | 116 | 2.65 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Fmr Llc | 500 | 1,900.00 | 9 | |||||
| 2025-07-22 | 13F | Accel Wealth Management | 13,834 | 0.05 | 237 | 2.16 |
