Mga Batayang Estadistika
| Pemilik Institusional | 190 total, 190 long only, 0 short only, 0 long/short - change of 0.00% MRQ |
| Alokasi Portofolio Rata-rata | 0.2355 % - change of -2.07% MRQ |
| Saham Institusional (Jangka Panjang) | 13,221,596 (ex 13D/G) - change of 1.13MM shares 9.39% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 467,695 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - March (US:PMAR) memiliki 190 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 13,221,596 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, Brookstone Capital Management, Southland Equity Partners LLC, Advisor Group Holdings, Inc., Commonwealth Equity Services, Llc, Colony Group, LLC, Kovitz Investment Group Partners, LLC, and Raymond James Financial Inc .
Struktur kepemilikan institusional Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - March (BATS:PMAR) 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 43.40 / share. Previously, on September 6, 2024, the share price was 38.02 / share. This represents an increase of 14.15% 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 | 6,443 | 0.00 | 273 | 6.23 | ||||
| 2025-07-09 | 13F | HFG Wealth Management, LLC | 28,035 | -2.25 | 1,120 | -2.86 | ||||
| 2025-08-06 | 13F | Penserra Capital Management LLC | 1,385,567 | 14.03 | 59 | 20.83 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 11,465 | 484 | ||||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 54,498 | 0.00 | 2,301 | 5.74 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 14,135 | 47.36 | 597 | 55.61 | ||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 7,962 | 0.00 | 336 | 5.99 | ||||
| 2025-05-08 | 13F | Certified Advisory Corp | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | BCJ Capital Management, LLC | 44,465 | -0.15 | 1,878 | 5.57 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 17,673 | 86.21 | 746 | 97.35 | ||||
| 2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Gill Capital Partners, Llc | 63,632 | 13.31 | 2,687 | 19.85 | ||||
| 2025-08-05 | 13F | Smith Shellnut Wilson Llc /adv | 10,000 | 0.00 | 422 | 5.76 | ||||
| 2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 40,147 | -2.54 | 1,695 | 3.10 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | -100.00 | 0 | |||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 0 | -100.00 | 0 | |||||
| 2025-04-08 | 13F | Parallel Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 129,298 | 3.44 | 5,460 | 9.38 | ||||
| 2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 500 | 21 | ||||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 35,971 | 10.40 | 1,520 | 16.76 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 16,632 | 0.00 | 702 | 5.72 | ||||
| 2025-04-25 | 13F | Crown Wealth Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 47,933 | 0.52 | 2,024 | 6.30 | ||||
| 2025-07-10 | 13F | Marshall Financial Group LLC | 5,367 | 0.00 | 227 | 6.07 | ||||
| 2025-07-30 | 13F | Schnieders Capital Management Llc | 11,600 | 0.00 | 490 | 5.62 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 5,338 | 4.77 | 225 | 10.84 | ||||
| 2025-08-12 | 13F | Ascent Wealth Partners, LLC | 28,048 | 7.14 | 1,184 | 13.30 | ||||
| 2025-07-15 | 13F | First City Capital Management, Inc. | 6,750 | 0.00 | 285 | 5.95 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 4,644 | -34.23 | 196 | -30.25 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 10,745 | 0.00 | 454 | 5.59 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | LifeWealth Investments, LLC | 25,205 | 0.00 | 1,064 | 5.77 | ||||
| 2025-04-18 | 13F | Global Trust Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 37,681 | 0.00 | 1,591 | 5.78 | ||||
| 2025-07-28 | 13F | Cypress Wealth Services, LLC | 46,429 | 0.00 | 1,961 | 5.72 | ||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 11,065 | 0.00 | 467 | 5.66 | ||||
| 2025-07-09 | 13F | Keystone Wealth Services, LLC | 46,000 | 0.00 | 1,943 | 5.72 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 30,907 | -6.88 | 1,305 | -1.51 | ||||
| 2025-07-24 | 13F | Weaver Capital Management LLC | 35,080 | 0.00 | 1,481 | 5.79 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 5,204 | 0.00 | 220 | 5.80 | ||||
| 2025-07-22 | 13F | Global Strategic Investment Solutions, LLC | 6,967 | 0.00 | 294 | 5.76 | ||||
| 2025-09-04 | 13F | Beacon Capital Management, Inc. | 556 | 23 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 10,926 | -64.64 | 461 | -62.61 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 38,432 | 648.87 | 1,684 | 725.00 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 9,574 | -0.30 | 404 | 5.48 | ||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 17,782 | 0.00 | 751 | 5.63 | ||||
| 2025-06-24 | NP | Innovator ETFs Trust - Innovator Laddered Fund of U.S. Equity Power Buffer ETFs | 1,210,653 | 10.70 | 48,063 | 7.88 | ||||
| 2025-08-12 | 13F | Leigh Baldwin & Co., Llc | 5,300 | -15.87 | 224 | -11.16 | ||||
| 2025-07-22 | 13F | MBL Wealth, LLC | 64,095 | -3.75 | 2,707 | 1.77 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 126,825 | -2.96 | 5,356 | 2.61 | ||||
| 2025-07-11 | 13F | Cypress Financial Planning Llc | 5,361 | -26.01 | 226 | -21.80 | ||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 10,783 | 0.00 | 455 | 5.81 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 51,966 | -4.61 | 2,195 | 0.87 | ||||
| 2025-08-14 | 13F | Talon Private Wealth, LLC | 45,654 | 1,928 | ||||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Optima Capital Llc | 19,118 | 807 | ||||||
| 2025-07-07 | 13F | Vishria Bird Financial Group, LLC | 17,086 | -2.37 | 722 | 3.30 | ||||
| 2025-07-31 | 13F | Orion Capital Management LLC | 15,665 | 0.00 | 662 | 5.76 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 70,554 | 294.00 | 2,979 | 316.64 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 380,834 | 2.94 | 16 | 14.29 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 288,179 | 2.01 | 12,170 | 7.87 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 5,250 | -7.49 | 222 | -2.21 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Fidelis Capital Partners, LLC | 12,200 | 0.00 | 523 | 8.30 | ||||
| 2025-08-05 | 13F | Integrity Financial Corp /WA | 1,572 | 0.00 | 66 | 6.45 | ||||
| 2025-07-17 | 13F | City Holding Co | 59,382 | -0.53 | 2,507 | 5.20 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 59,388 | -8.56 | 2,520 | -2.82 | ||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 12,928 | 12.65 | 524 | 13.45 | ||||
| 2025-07-17 | 13F | Wolff Wiese Magana Llc | 51 | 0.00 | 2 | 0.00 | ||||
| 2025-07-25 | 13F | Yarger Wealth Strategies, Llc | 60,250 | -10.86 | 2,544 | -5.74 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 6,133 | 0.00 | 259 | 5.74 | ||||
| 2025-08-12 | 13F | Bedel Financial Consulting, Inc. | 9,074 | 0.00 | 383 | 6.09 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 18,485 | -37.48 | 781 | -33.90 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 7,685 | -13.51 | 325 | -8.47 | ||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | JT Stratford LLC | 7,520 | 0.00 | 318 | 5.67 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 7,560 | -1.31 | 319 | 4.59 | ||||
| 2025-07-31 | 13F | Pinnacle Wealth Management Group, Inc. | 37,910 | -0.79 | 1,601 | 4.92 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 7,647 | -0.29 | 323 | 5.23 | ||||
| 2025-08-05 | 13F | Jessup Wealth Management, Inc | 18,515 | -10.24 | 782 | -5.10 | ||||
| 2025-07-17 | 13F | Clay Northam Wealth Management, LLC | 6,170 | 0.00 | 261 | 5.69 | ||||
| 2025-08-06 | 13F | ORBA Wealth Advisors, L.L.C. | 19,643 | -4.38 | 830 | 1.10 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 110,148 | 2.26 | 4,652 | 8.14 | ||||
| 2025-07-31 | 13F | Blue Sky Capital Consultants Group, Inc. | 12,313 | 520 | ||||||
| 2025-08-04 | 13F | Assetmark, Inc | 290 | 308.45 | 12 | 500.00 | ||||
| 2025-08-01 | 13F | FSA Advisors, Inc. | 22,317 | 0.19 | 942 | 5.96 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 55,393 | 0.22 | 2,339 | 5.98 | ||||
| 2025-05-15 | 13F | Hrt Financial Lp | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | AssuredPartners Investment Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Cornerstone Wealth Group, LLC | 30,056 | 0.00 | 1,269 | 5.75 | ||||
| 2025-07-08 | 13F | Ptm Wealth Management, Llc | 8,055 | -19.99 | 342 | -8.82 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 6,700 | 31.37 | 283 | 38.92 | ||||
| 2025-07-22 | 13F | Macroview Investment Management Llc | 30,285 | 0.00 | 1,279 | 5.71 | ||||
| 2025-05-13 | 13F | UBS Group AG | 0 | -100.00 | 0 | |||||
| 2025-05-07 | 13F | Keystone Financial Group, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Cwm, Llc | 6,223 | 0.00 | 0 | |||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 38,180 | 6.69 | 1,612 | 12.81 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 19,550 | 248.80 | 826 | 269.96 | ||||
| 2025-07-22 | 13F | Diligent Investors, LLC | 89,536 | 0.56 | 3,781 | 6.36 | ||||
| 2025-05-09 | 13F | Pnc Financial Services Group, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Brown Wealth Management, Llc | 28,157 | -22.06 | 1,189 | -17.55 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 33,301 | 7.07 | 1,406 | 13.20 | ||||
| 2025-07-16 | 13F | PFS Partners, LLC | 1,329 | 210.51 | 56 | 229.41 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 63,762 | 2,693 | ||||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 13,971 | -0.04 | 590 | 5.56 | ||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 15,881 | 68.20 | 671 | 77.72 | ||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 24,201 | 0.00 | 1,039 | 7.45 | ||||
| 2025-08-07 | 13F | Lakeridge Wealth Management LLC | 34,651 | 3.59 | 1,463 | 9.59 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 655 | 1,210.00 | 28 | 2,600.00 | ||||
| 2025-07-09 | 13F | Lineweaver Wealth Advisors, LLC | 21,131 | 0.00 | 892 | 5.81 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 17,720 | 4.27 | 748 | 10.32 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 107,754 | 0.53 | 5 | 0.00 | ||||
| 2025-08-14 | 13F | First Commonwealth Financial Corp /pa/ | 45,053 | -0.33 | 1,903 | 5.37 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 82,011 | 0.00 | 3,463 | 5.74 | ||||
| 2025-07-15 | 13F | Vestment Financial LLC | 13,893 | 0.00 | 587 | 5.58 | ||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 800 | 0.00 | 0 | |||||
| 2025-07-14 | 13F | Buska Wealth Management, LLC | 8,484 | -11.65 | 358 | -6.53 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 171,387 | 7.20 | 7,238 | 13.36 | ||||
| 2025-08-08 | 13F | Wealth Alliance | 83,745 | -0.18 | 3,537 | 5.55 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 207,744 | 11.48 | 8,773 | 17.90 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 846,204 | 360.08 | 35,735 | 386.59 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 12,833 | 7.31 | 542 | 13.42 | ||||
| 2025-07-30 | 13F | Retirement Planning Group | 19,905 | 0.00 | 841 | 5.79 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 9,395 | -7.44 | 397 | -2.22 | ||||
| 2025-05-05 | 13F | Riverchase Wealth Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Millstone Evans Group, LLC | 4,230 | 0.00 | 179 | 5.95 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 6,424 | 271 | ||||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 78,662 | 169.19 | 3,322 | 184.82 | ||||
| 2025-08-01 | 13F | Corrado Advisors, Llc | 50,804 | -0.20 | 2,145 | 5.56 | ||||
| 2025-08-11 | 13F | Bellwether Advisors, LLC | 104,429 | 0.00 | 4,410 | 5.76 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 22,975 | 152.03 | 970 | 166.48 | ||||
| 2025-08-15 | 13F | Sugar Maple Asset Management, LLC | 10,579 | -6.99 | 447 | -1.76 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 82,494 | -5.98 | 3,484 | -0.57 | ||||
| 2025-05-15 | 13F | Barclays Plc | 0 | -100.00 | 0 | |||||
| 2025-04-23 | 13F | Vantage Point Financial LLC | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 65,615 | 0.00 | 2,771 | 5.73 | ||||
| 2025-08-05 | 13F | WorthPointe, LLC | 31,319 | -0.06 | 1,323 | 5.68 | ||||
| 2025-08-07 | 13F | Runnymede Capital Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-03 | 13F | Fiduciary Financial Group, Llc | 15,661 | 0.00 | 661 | 10.35 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 17,277 | 0.00 | 730 | 5.81 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 5,605 | -8.70 | 224 | -9.35 | ||||
| 2025-04-15 | 13F | Noble Wealth Management PBC | 2,000 | 80 | ||||||
| 2025-07-17 | 13F | Wagner Wealth Management, Llc | 1,990 | 0.00 | 84 | 6.33 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 8,847 | -1.94 | 374 | 3.61 | ||||
| 2025-08-06 | 13F | Rps Advisory Solutions Llc | 5,819 | -68.74 | 246 | -67.03 | ||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 1,825 | 77 | ||||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 3,000 | 14.55 | 127 | 21.15 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 297,489 | 3.23 | 12,563 | 9.16 | ||||
| 2025-08-11 | 13F | WPWealth LLP | 53,104 | -37.52 | 2,243 | -33.94 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 10,710 | -13.71 | 452 | -8.69 | ||||
| 2025-07-09 | 13F | Fiduciary Alliance LLC | 7,494 | 0.00 | 316 | 5.69 | ||||
| 2025-07-14 | 13F | Kfg Wealth Management, Llc | 142,477 | 8.35 | 6,017 | 14.57 | ||||
| 2025-07-23 | 13F | Castle Rock Wealth Management, LLC | 33,281 | -8.86 | 1,420 | -2.67 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 26,387 | -1.02 | 1,114 | 4.70 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 2,850 | 0.00 | 120 | 6.19 | ||||
| 2025-07-09 | 13F | Fragasso Group Inc. | 7,923 | 0.00 | 335 | 5.70 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 4,996 | 0.00 | 211 | 5.53 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 54,753 | 1.33 | 2 | 0.00 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 543 | 0.00 | 23 | 4.76 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 13,800 | -0.06 | 583 | 5.63 | ||||
| 2025-08-13 | 13F | Virtue Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 12,581 | -31.61 | 531 | -27.66 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 9,320 | 0.00 | 394 | 5.65 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 6,959 | -36.34 | 294 | -32.80 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 89,250 | -17.32 | 3,769 | -12.55 | ||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 16,062 | 7.78 | 678 | 13.95 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 50,452 | -2.77 | 2 | 0.00 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 42,227 | 152.00 | 1,783 | 166.52 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 43,013 | 83.52 | 1,816 | 94.22 | ||||
| 2025-07-10 | 13F | ARS Wealth Advisors Group, LLC | 7,268 | -35.87 | 307 | -32.30 | ||||
| 2025-08-14 | 13F | Alliancebernstein L.p. | 1,667,939 | -2.77 | 70,437 | 2.82 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 2,878 | 0.00 | 0 | |||||
| 2025-08-04 | 13F | Impact Partnership Wealth, LLC | 5,878 | 13.39 | 248 | 19.81 | ||||
| 2025-05-15 | 13F | Captrust Financial Advisors | 0 | -100.00 | 0 | |||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 17,813 | 0.00 | 762 | 7.03 | ||||
| 2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 4,518 | 0.00 | 191 | 5.56 | ||||
| 2025-07-14 | 13F | Chris Bulman Inc | 34,665 | 15.09 | 1,464 | 21.71 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 137,896 | -12.30 | 5,823 | -7.25 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 28,033 | -9.08 | 1,184 | -3.90 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 89,896 | -0.76 | 3,881 | 7.90 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 15,556 | 0.00 | 657 | 5.64 | ||||
| 2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 12,732 | 3.67 | 1 | -100.00 | ||||
| 2025-07-14 | 13F | Southland Equity Partners LLC | 730,584 | -0.70 | 30,853 | 5.01 | ||||
| 2025-07-24 | 13F | Bernard Wealth Management Corp. | 319 | 0.00 | 13 | 8.33 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 12,132 | 0.00 | 518 | 7.02 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 272,471 | 10.53 | 11,506 | 16.88 | ||||
| 2025-07-15 | 13F | BCS Wealth Management | 60,018 | 1.52 | 3 | 0.00 | ||||
| 2025-07-29 | 13F | Straight Path Wealth Management | 17,175 | 0.00 | 725 | 5.84 | ||||
| 2025-08-14 | 13F | Frisch Financial Group, Inc. | 12,896 | 1.89 | 1 | |||||
| 2025-07-21 | 13F | Ascent Group, LLC | 9,187 | 0.00 | 388 | 5.74 | ||||
| 2025-07-29 | 13F | BKD Wealth Advisors, LLC | 65,318 | -13.25 | 2,758 | -8.25 | ||||
| 2025-04-01 | 13F/A | Family Wealth Group, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 300 | 12 | ||||||
| 2025-04-22 | 13F | Castleview Partners, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Colony Group, LLC | 310,752 | 1.51 | 13,123 | 7.35 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 22,952 | -35.26 | 969 | -31.62 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 32,776 | -0.80 | 1,384 | 4.93 | ||||
| 2025-08-01 | 13F | Stuart Chaussee & Associates, Inc. | 42,000 | 22.91 | 1,774 | 29.99 | ||||
| 2025-07-17 | 13F | Smith Anglin Financial, LLC | 11,130 | -7.62 | 470 | -2.29 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 2,105 | 89 | ||||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Bullseye Investment Management, LLC | 23,600 | 0.00 | 942 | 0.00 | ||||
| 2025-08-15 | 13F | Nikulski Financial, Inc. | 6,865 | 0.00 | 290 | 5.47 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 2,262 | 208.17 | 96 | 227.59 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 9,904 | 0.00 | 418 | 5.82 | ||||
| 2025-07-30 | 13F | Phoenix Holdings Ltd. | 13,755 | 0.00 | 581 | 5.65 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 6,208 | 1.64 | 262 | 7.82 | ||||
| 2025-08-08 | 13F | Firestone Capital Management | 8,287 | 0.00 | 350 | 5.76 | ||||
| 2025-08-12 | 13F | Winnow Wealth Llc | 0 | 0 | ||||||
| 2025-05-14 | 13F | Heritage Wealth Partners, LLC | 7,055 | 282 | ||||||
| 2025-07-24 | 13F | Blair William & Co/il | 35,895 | -53.54 | 1,516 | -50.89 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 691,542 | 5.38 | 29,204 | 11.45 | ||||
| 2025-08-11 | 13F | Anfield Capital Management, LLC | 313 | 13 | ||||||
| 2025-08-12 | 13F | Weaver Consulting Group | 9,473 | -1.72 | 400 | 4.17 | ||||
| 2025-07-14 | 13F | CRA Financial Services, LLC | 58,032 | 2.88 | 2,451 | 8.79 | ||||
| 2025-08-14 | 13F | FC Advisory LLC | 4,887 | 206 |
