Mga Batayang Estadistika
| Pemilik Institusional | 181 total, 181 long only, 0 short only, 0 long/short - change of 5.23% MRQ |
| Alokasi Portofolio Rata-rata | 0.2461 % - change of 12.29% MRQ |
| Saham Institusional (Jangka Panjang) | 14,434,666 (ex 13D/G) - change of 2.57MM shares 21.61% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 455,627 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - May (US:PMAY) memiliki 181 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 14,434,666 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, Raymond James Financial Inc, Advisor Group Holdings, Inc., Commonwealth Equity Services, Llc, Kovitz Investment Group Partners, LLC, Cetera Investment Advisers, LPL Financial LLC, and Southland Equity Partners LLC .
Struktur kepemilikan institusional Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - May (BATS:PMAY) 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 38.55 / share. Previously, on September 6, 2024, the share price was 34.27 / share. This represents an increase of 12.49% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-17 | 13F | Clear Point Advisors Inc. | 33,740 | -0.56 | 1,275 | 4.94 | ||||
| 2025-07-22 | 13F | Siligmueller & Norvid Wealth Advisors LLC | 16,677 | 0.00 | 632 | 5.70 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 42,502 | -1.36 | 1,606 | 4.15 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 15,722 | 594 | ||||||
| 2025-08-06 | 13F | Penserra Capital Management LLC | 1,546,071 | 14.08 | 58 | 20.83 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 38,296 | 5.76 | 1,447 | 11.65 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 11,582 | 147.90 | 438 | 161.68 | ||||
| 2025-07-31 | 13F | Gill Capital Partners, Llc | 32,613 | -30.74 | 1,232 | -26.88 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1,500 | -11.76 | 57 | -6.67 | ||||
| 2025-05-05 | 13F | PCA Investment Advisory Services Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 11,334 | 16.99 | 428 | 23.70 | ||||
| 2025-08-13 | 13F | BCJ Capital Management, LLC | 14,644 | 20.06 | 553 | 26.83 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 78,219 | 161.23 | 2,956 | 175.91 | ||||
| 2025-04-29 | 13F | Strategic Blueprint, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-14 | 13F | Oarsman Capital, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 1,742 | 0.00 | 66 | 4.84 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 6,193 | 234 | ||||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 8,776 | 14.38 | 332 | 20.80 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 3,438 | 0.00 | 130 | 4.88 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 9,990 | 33.82 | 378 | 41.20 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 18,203 | 0.00 | 688 | 5.53 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 9,594 | 60.19 | 363 | 69.16 | ||||
| 2025-07-23 | 13F | RiverTree Advisors, LLC | 15,545 | 0.00 | 587 | 5.58 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 6,678 | -1.98 | 252 | 3.70 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 15,671 | 0.00 | 592 | 5.53 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | AssuredPartners Investment Advisors, LLC | 18,009 | -70.18 | 681 | -68.55 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 6,734 | 6.58 | 0 | |||||
| 2025-07-09 | 13F | Keystone Wealth Services, LLC | 7,546 | 18.91 | 285 | 25.55 | ||||
| 2025-08-06 | 13F | Valtinson Bruner Financial Planning LLC | 8,066 | -7.94 | 305 | -2.88 | ||||
| 2025-04-22 | 13F | Continuum Wealth Advisors, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Weaver Capital Management LLC | 39,320 | -24.73 | 1,486 | -20.59 | ||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 16,596 | 0.00 | 627 | 5.56 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 2,371 | 0.00 | 90 | 5.95 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 15,170 | 0.00 | 573 | 5.52 | ||||
| 2025-07-02 | 13F | McAlister, Sweet & Associates, Inc. | 125,237 | 4,732 | ||||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 37,147 | 0.55 | 1,404 | 6.13 | ||||
| 2025-04-25 | 13F | Crown Wealth Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 49,548 | 15.15 | 1,872 | 21.56 | ||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 38,314 | 13.07 | 1,448 | 19.29 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 507,341 | 26.67 | 19,172 | 33.70 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 140,998 | 60.90 | 5,328 | 69.84 | ||||
| 2025-08-05 | 13F | Milestone Asset Management, Llc | 12,858 | 0.00 | 486 | 5.43 | ||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 58,076 | 2,219 | ||||||
| 2025-07-11 | 13F | Cypress Financial Planning Llc | 7,273 | -1.49 | 275 | 3.79 | ||||
| 2025-08-12 | 13F | Leigh Baldwin & Co., Llc | 27,900 | 3.33 | 1,054 | 9.11 | ||||
| 2025-07-17 | 13F | Keystone Global Partners, LLC | 4,697 | 0.00 | 177 | 5.36 | ||||
| 2025-08-04 | 13F | JDM Financial Group LLC | 6,980 | 10.97 | 264 | 16.89 | ||||
| 2025-07-07 | 13F | Vishria Bird Financial Group, LLC | 30,411 | 0.00 | 1,149 | 5.61 | ||||
| 2025-07-31 | 13F | Orion Capital Management LLC | 12,099 | -0.83 | 457 | 4.82 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Kmg Fiduciary Partners, Llc | 6,109 | 0.21 | 231 | 5.50 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 8,029 | -5.71 | 303 | -0.33 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 5,640 | 0 | ||||||
| 2025-06-24 | NP | Innovator ETFs Trust - Innovator Laddered Fund of U.S. Equity Power Buffer ETFs | 1,350,903 | 10.76 | 48,457 | 9.41 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 411,419 | 24.18 | 16 | 36.36 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 9,676 | 366 | ||||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 54,120 | -1.44 | 2,045 | 4.07 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | City Holding Co | 1,507 | 0.00 | 57 | 5.66 | ||||
| 2025-07-15 | 13F | Retirement Income Solutions, Inc | 7,838 | 0.00 | 296 | 5.71 | ||||
| 2025-08-05 | 13F | Integrity Financial Corp /WA | 6,735 | -14.94 | 255 | -10.25 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 170,580 | 239.11 | 6,456 | 258.67 | ||||
| 2025-07-25 | 13F | Yarger Wealth Strategies, Llc | 115,406 | 85.50 | 4,361 | 95.82 | ||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 29,723 | -1.00 | 1,070 | -0.83 | ||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 9,950 | -3.36 | 376 | 1.90 | ||||
| 2025-05-15 | 13F | Camarda Financial Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Bedel Financial Consulting, Inc. | 14,508 | 0.00 | 548 | 5.18 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 25,139 | 39.36 | 950 | 47.13 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 5,549 | 0 | ||||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 18,978 | -11.53 | 717 | -6.52 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 465 | 167.24 | 18 | 183.33 | ||||
| 2025-07-31 | 13F | Pinnacle Wealth Management Group, Inc. | 102,713 | 13.60 | 3,881 | 19.93 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 15,123 | 52.22 | 571 | 60.85 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 59 | -35.87 | 2 | -33.33 | ||||
| 2025-07-30 | 13F | Drive Wealth Management, Llc | 8,643 | 12.64 | 327 | 18.98 | ||||
| 2025-08-01 | 13F | FSA Advisors, Inc. | 11,546 | 0.22 | 436 | 5.83 | ||||
| 2025-08-08 | 13F | Creative Planning | 6,822 | 0.00 | 258 | 5.33 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 152,722 | 128.87 | 5,771 | 141.67 | ||||
| 2025-05-15 | 13F | Two Sigma Securities, Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-28 | 13F | Cornerstone Wealth Group, LLC | 15,687 | 26.18 | 593 | 33.03 | ||||
| 2025-08-11 | 13F | Outlook Wealth Advisors, LLC | 15,144 | -14.33 | 572 | -9.49 | ||||
| 2025-05-07 | 13F | Keystone Financial Group, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Diligent Investors, LLC | 21,008 | 61.50 | 794 | 70.54 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 6,575 | 6.95 | 248 | 12.73 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 77,621 | 17.56 | 3 | 0.00 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 39,725 | -48.97 | 1,501 | -46.12 | ||||
| 2025-08-12 | 13F | NWF Advisory Services Inc. | 6,700 | 240 | ||||||
| 2025-07-10 | 13F | Secure Asset Management, LLC | 15,180 | 0.00 | 574 | 5.52 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 37,853 | 0.00 | 1,430 | 5.54 | ||||
| 2025-08-07 | 13F | Lakeridge Wealth Management LLC | 23,992 | 12.63 | 907 | 18.90 | ||||
| 2025-07-09 | 13F | Lineweaver Wealth Advisors, LLC | 49,255 | 0.00 | 1,861 | 5.56 | ||||
| 2025-08-14 | 13F | First Commonwealth Financial Corp /pa/ | 36,967 | -2.92 | 1,397 | 2.42 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 1,000 | 0.00 | 38 | 5.71 | ||||
| 2025-08-14 | 13F | UBS Group AG | 0 | -100.00 | 0 | |||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 495,679 | 20.67 | 18,727 | 27.35 | ||||
| 2025-07-17 | 13F | Hengehold Capital Management Llc | 8,700 | 0.00 | 329 | 5.47 | ||||
| 2025-07-09 | 13F | Fragasso Group Inc. | 25,190 | 0.00 | 952 | 5.55 | ||||
| 2025-08-14 | 13F | Beck Capital Management, Llc | 23,846 | -0.66 | 901 | 4.89 | ||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 500 | -47.37 | 0 | |||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 10,741 | 406 | ||||||
| 2025-07-21 | 13F | Seros Financial, LLC | 9,082 | 0.00 | 343 | 5.54 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 163,667 | -2.74 | 6,185 | 2.66 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 36,332 | 8.74 | 1,373 | 14.72 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 48,632 | 0.95 | 1,838 | 6.55 | ||||
| 2025-07-15 | 13F | BigSur Wealth Management LLC | 1,500 | 0.00 | 57 | 5.66 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 255,323 | 5.30 | 9,648 | 11.15 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 134,808 | 44.51 | 5,094 | 52.56 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Evermay Wealth Management Llc | 31,105 | 29.21 | 1,175 | 36.47 | ||||
| 2025-07-07 | 13F | Schulz Wealth, LTD. | 30,010 | -4.00 | 1,134 | 1.34 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 17,996 | 680 | ||||||
| 2025-07-23 | 13F | Allegiance Financial Group Advisory Services LLC | 26,681 | 0.00 | 1,008 | 5.55 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 86,603 | -44.98 | 3,273 | -41.92 | ||||
| 2025-07-30 | 13F | Retirement Planning Group | 11,267 | 0.00 | 426 | 5.46 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 77,548 | 100.68 | 2,930 | 111.86 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 7,682 | -49.20 | 290 | -46.40 | ||||
| 2025-04-10 | 13F | Whipplewood Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Wealth Alliance | 69,283 | 21.51 | 2,618 | 28.27 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 9,009 | 0.00 | 340 | 7.26 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 15,196 | 574 | ||||||
| 2025-07-15 | 13F | McAdam, LLC | 11,026 | 29.79 | 417 | 36.84 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 80,617 | -5.62 | 3,046 | -0.36 | ||||
| 2025-08-01 | 13F | Corrado Advisors, Llc | 68,287 | 25.42 | 2,580 | 32.38 | ||||
| 2025-04-15 | 13F | Noble Wealth Management PBC | 125 | 0.00 | 4 | 0.00 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 5,250 | -0.40 | 198 | 5.32 | ||||
| 2025-08-05 | 13F | WorthPointe, LLC | 12,609 | 17.56 | 476 | 24.28 | ||||
| 2025-04-22 | 13F | Castleview Partners, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 6,344 | 0.00 | 240 | 5.29 | ||||
| 2025-08-11 | 13F | Bellwether Advisors, LLC | 19,217 | 0.00 | 726 | 5.68 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 58,967 | 15.57 | 2,228 | 22.02 | ||||
| 2025-07-23 | 13F | Heck Capital Advisors, LLC | 197,799 | 0.30 | 7,474 | 5.86 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 21,260 | 0.00 | 810 | 5.75 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 5,995 | -5.50 | 227 | -0.44 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 303,092 | 30.89 | 11,453 | 38.17 | ||||
| 2025-07-03 | 13F | Fiduciary Financial Group, Llc | 8,976 | -12.53 | 339 | -3.98 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 12,461 | 0.00 | 471 | 5.38 | ||||
| 2025-07-17 | 13F | Wagner Wealth Management, Llc | 1,800 | 0.00 | 68 | 6.25 | ||||
| 2025-05-14 | 13F | Frisch Financial Group, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | WPWealth LLP | 153,864 | 5,814 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 14,901 | -30.60 | 563 | -26.69 | ||||
| 2025-07-23 | 13F | Castle Rock Wealth Management, LLC | 85,650 | -2.97 | 3,259 | 2.78 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 7,542 | 288 | ||||||
| 2025-07-15 | 13F | Palumbo Wealth Management LLC | 18,354 | 0.00 | 694 | 5.48 | ||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 108,604 | 4.29 | 4,104 | 10.09 | ||||
| 2025-07-15 | 13F | Optima Capital Llc | 10,723 | 405 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 70,161 | 208.40 | 3 | |||||
| 2025-05-09 | 13F | Mitchell Capital Management Co | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Brinker Capital Investments, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-14 | 13F | Chris Bulman Inc | 68,611 | 33.51 | 2,593 | 40.95 | ||||
| 2025-07-30 | 13F | Red Crane Wealth Management, Llc | 9,528 | -1.64 | 360 | 4.05 | ||||
| 2025-07-31 | 13F | Cardinal Point Capital Management, ULC | 5,600 | 0.00 | 212 | 5.50 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 82,988 | 8.18 | 3 | 50.00 | ||||
| 2025-08-11 | 13F | Anfield Capital Management, LLC | 350 | 13 | ||||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 12,250 | 0.00 | 463 | 5.48 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 13,112 | 28.90 | 495 | 35.99 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 74,343 | -4.03 | 2,809 | 1.30 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 151,720 | 6.72 | 5,733 | 12.65 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 6,287 | 0.00 | 0 | |||||
| 2025-08-14 | 13F | Comerica Bank | 2,000 | 0.00 | 76 | 5.63 | ||||
| 2025-07-10 | 13F | ARS Wealth Advisors Group, LLC | 94,641 | 88.41 | 3,576 | 98.89 | ||||
| 2025-08-14 | 13F | Alliancebernstein L.p. | 3,546,015 | 28.17 | 133,998 | 35.29 | ||||
| 2025-07-14 | 13F | Kfg Wealth Management, Llc | 143,534 | 4.69 | 5,424 | 10.49 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 9,175 | -3.36 | 349 | 2.95 | ||||
| 2025-08-07 | 13F | Runnymede Capital Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-05-12 | 13F | Fmr Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F/A | Barclays Plc | 5,266 | 1,495.76 | 0 | |||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 200 | 0.00 | 8 | 0.00 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 116,746 | 8.93 | 4,412 | 14.96 | ||||
| 2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 64,602 | 1.69 | 2 | -99.91 | ||||
| 2025-07-24 | 13F | Bernard Wealth Management Corp. | 4,221 | 246.84 | 160 | 269.77 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 26,807 | 0.00 | 1,013 | 5.53 | ||||
| 2025-07-15 | 13F | BCS Wealth Management | 17,001 | 3.44 | 1 | |||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 16,417 | -3.72 | 620 | 1.64 | ||||
| 2025-08-07 | 13F | Tfo-tdc, Llc | 0 | -100.00 | 0 | |||||
| 2025-04-10 | 13F | Sugar Maple Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | Southland Equity Partners LLC | 231,771 | 42.97 | 8,758 | 50.92 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 258,367 | 10.80 | 9,763 | 16.96 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 18,500 | 20.92 | 699 | 27.79 | ||||
| 2025-07-21 | 13F | Catalina Capital Group, LLC | 14,361 | 543 | ||||||
| 2025-07-29 | 13F | BKD Wealth Advisors, LLC | 35,201 | -5.99 | 1,330 | -0.75 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 25,105 | 124.85 | 949 | 137.59 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 49,594 | 459.37 | 1,874 | 491.17 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 13,706 | 0.73 | 518 | 6.16 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 59,011 | 107.73 | 2,230 | 119.17 | ||||
| 2025-08-12 | 13F | Weaver Consulting Group | 31,480 | 16.27 | 1,190 | 22.70 | ||||
| 2025-07-24 | 13F | Riverchase Wealth Management, Llc | 9,619 | 363 | ||||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 30,104 | 1,138 | ||||||
| 2025-08-01 | 13F | Stuart Chaussee & Associates, Inc. | 22,000 | -74.60 | 831 | -73.20 | ||||
| 2025-07-17 | 13F | Smith Anglin Financial, LLC | 15,066 | 0.00 | 569 | 5.57 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 720 | 27 | ||||||
| 2025-08-05 | 13F | BCGM Wealth Management, LLC | 34,774 | 0.00 | 1,314 | 5.63 | ||||
| 2025-08-13 | 13F | Wealthquest Corp | 36,432 | -0.42 | 1,377 | 5.12 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 23,699 | -3.25 | 896 | 2.17 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 55,038 | 10.88 | 2,080 | 16.99 | ||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Phoenix Holdings Ltd. | 65,175 | 2,462 | ||||||
| 2025-08-13 | 13F | Luminist Capital LLC | 7,437 | 281 | ||||||
| 2025-08-14 | 13F | Hrt Financial Lp | 8,917 | 0 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 3,125 | -17.00 | 118 | -12.59 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 5,941 | 0.00 | 224 | 5.66 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 70 | -86.27 | 3 | -88.89 | ||||
| 2025-07-14 | 13F | CRA Financial Services, LLC | 5,825 | -4.90 | 220 | 0.46 | ||||
| 2025-07-24 | 13F | Vantage Point Financial LLC | 14,180 | 0.00 | 536 | 5.52 |
