Mga Batayang Estadistika
| Pemilik Institusional | 289 total, 289 long only, 0 short only, 0 long/short - change of 2.47% MRQ |
| Alokasi Portofolio Rata-rata | 0.1411 % - change of 0.10% MRQ |
| Saham Institusional (Jangka Panjang) | 21,546,598 (ex 13D/G) - change of -20.76MM shares -49.07% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 852,778 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
Invesco Exchange-Traded Fund Trust - Invesco RAFI US 1500 Small-Mid ETF (US:PRFZ) memiliki 289 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 21,546,598 saham. Pemegang saham terbesar meliputi Bank Of America Corp /de/, Warren Averett Asset Management, LLC, LPL Financial LLC, Morgan Stanley, Raymond James Financial Inc, First Foundation Advisors, Arbor Investment Advisors, LLC, Royal Bank Of Canada, Wells Fargo & Company/mn, and Stonebridge Financial Group, LLC .
Struktur kepemilikan institusional Invesco Exchange-Traded Fund Trust - Invesco RAFI US 1500 Small-Mid ETF (NasdaqGM:PRFZ) 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 45.09 / share. Previously, on September 6, 2024, the share price was 39.17 / share. This represents an increase of 15.12% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 59,734 | -0.12 | 2,456 | 8.68 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 145,443 | -3.70 | 5,915 | 3.46 | ||||
| 2025-08-13 | 13F | GM Advisory Group, Inc. | 7,375 | 0.00 | 300 | 7.17 | ||||
| 2025-05-02 | 13F | BIP Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 24,115 | -58.87 | 981 | -55.84 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 423,918 | -1.78 | 17,241 | 5.51 | ||||
| 2025-07-30 | 13F | Arbor Investment Advisors, LLC | 898,927 | 1.57 | 36,559 | 9.12 | ||||
| 2025-07-28 | 13F | Sterling Financial Planning, Inc. | 13,917 | -1.34 | 566 | 5.81 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 6,960 | 0.20 | 283 | 8.02 | ||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 7,420 | 0.00 | 0 | |||||
| 2025-05-14 | 13F | Oarsman Capital, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 114,992 | -1.66 | 4,677 | 5.62 | ||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 391 | 0.26 | 16 | 7.14 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 11,083 | -4.92 | 451 | 2.04 | ||||
| 2025-08-14 | 13F | Comerica Bank | 10,440 | -1.30 | 425 | 6.00 | ||||
| 2025-07-16 | 13F | Townsend Asset Management Corp /nc/ /adv | 9,482 | -1.72 | 386 | 5.48 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | RiverFront Investment Group, LLC | 7,975 | -34.22 | 324 | -29.41 | ||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 420 | 0.00 | 17 | 13.33 | ||||
| 2025-04-15 | 13F | Atwood & Palmer Inc | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Courier Capital Llc | 6,750 | 0.00 | 275 | 7.45 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 4,675 | 0.54 | 190 | 7.95 | ||||
| 2025-04-28 | 13F | Pinnacle Financial Partners Inc | 6,807 | -0.53 | 258 | -9.51 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 7,159 | -8.43 | 291 | -1.69 | ||||
| 2025-08-12 | 13F | Quadcap Wealth Management, LLC | 8,880 | 0.00 | 361 | 7.44 | ||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 20,614 | 1.36 | 838 | 8.83 | ||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 61 | 0.00 | 2 | 0.00 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 144,416 | -33.61 | 5,873 | -28.68 | ||||
| 2025-07-23 | 13F | RMG Wealth Management LLC | 2,858 | 120 | ||||||
| 2025-08-12 | 13F | Coston, McIsaac & Partners | 240 | 0.00 | 0 | |||||
| 2025-04-29 | 13F | Hm Payson & Co | 4,725 | 0.00 | 179 | -9.18 | ||||
| 2025-07-22 | 13F | Legacy Trust | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | First Foundation Advisors | 930,275 | -8.24 | 37,834 | -1.43 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 1,158,308 | 6.87 | 47,108 | 14.80 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 15,543 | -12.67 | 632 | -6.09 | ||||
| 2025-08-06 | 13F | Financial Alternatives, Inc | 7,313 | -8.31 | 297 | -1.33 | ||||
| 2025-05-12 | 13F | Simplex Trading, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 31,584 | -0.52 | 1,285 | 6.91 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-11 | 13F | WPG Advisers, LLC | 220 | 0.00 | 9 | 0.00 | ||||
| 2025-08-14 | 13F | Evercore Wealth Management, LLC | 35,020 | 0.00 | 1,424 | 7.47 | ||||
| 2025-07-15 | 13F | Marquette Asset Management, LLC | 22,280 | -47.30 | 906 | -43.37 | ||||
| 2025-07-14 | 13F | Abound Wealth Management | 911 | 0.22 | 37 | 8.82 | ||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 114 | 0.00 | 5 | 0.00 | ||||
| 2025-07-10 | 13F | Mogy Joel R Investment Counsel Inc | 485 | 20 | ||||||
| 2025-07-16 | 13F | Moisand Fitzgerald Tamayo, LLC | 250 | 0.00 | 10 | 11.11 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 41,166 | 15.79 | 1,763 | 33.86 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 6,867 | -3.30 | 279 | 3.72 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 3,755 | 0.00 | 0 | |||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 5,390 | 219 | ||||||
| 2025-08-13 | 13F | Northern Trust Corp | 16,455 | 74.50 | 669 | 87.39 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 476 | -0.21 | 19 | 5.56 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 3,835 | 99.74 | 156 | 115.28 | ||||
| 2025-07-30 | 13F | Fairway Wealth LLC | 225 | -13.46 | 9 | 0.00 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 16,602 | 13.81 | 675 | 22.28 | ||||
| 2025-07-17 | 13F | Charles Schwab Trust Co | 120,064 | 67.05 | 4,883 | 79.46 | ||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 1,624 | 38.92 | 66 | 50.00 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 13,846 | 47.86 | 563 | 59.04 | ||||
| 2025-07-17 | 13F | Western Financial Corp/CA | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | SFE Investment Counsel | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Bell Investment Advisors, Inc | 35,954 | 370.60 | 1,462 | 405.88 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 6,967 | 283 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 275 | 11 | ||||||
| 2025-07-24 | 13F | Blair William & Co/il | 6,867 | -3.43 | 279 | 3.72 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 31,978 | 4.87 | 1,301 | 12.65 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 57,268 | -3.98 | 2,329 | 3.14 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 217,953 | 4.02 | 8,864 | 11.75 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 95,248 | -2.35 | 3,874 | 4.90 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 3,776 | 36.12 | 154 | 33.04 | ||||
| 2025-04-29 | 13F | Bank of New York Mellon Corp | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 295 | 0.00 | 12 | 0.00 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 4,640 | 29.03 | 189 | 38.24 | ||||
| 2025-08-11 | 13F | Tidemark, LLC | 1,480 | 0.00 | 60 | 7.14 | ||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 25,941 | -6.13 | 1,055 | 0.86 | ||||
| 2025-04-22 | 13F | Cordant, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-07 | 13F | OMNI 360 Wealth, Inc. | 20,748 | -5.20 | 844 | 1.81 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 7,665 | 14.30 | 0 | |||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 320 | -95.26 | 13 | |||||
| 2025-08-13 | 13F | Cerity Partners LLC | 131,896 | 0.92 | 5,364 | 8.41 | ||||
| 2025-07-17 | 13F | KWB Wealth | 24,229 | -16.30 | 917 | -23.84 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 1,587 | 65 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 1,574 | 61.27 | 64 | 72.97 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 2,500,637 | -2.45 | 101,701 | 4.79 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 13,106 | 1,804.94 | 533 | 393.52 | ||||
| 2025-07-09 | 13F | Market Street Wealth Management Advisors Llc | 13,552 | 0.00 | 551 | 7.41 | ||||
| 2025-08-12 | 13F | Shakespeare Wealth Management, Inc. | 23,983 | -1.54 | 975 | 5.75 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 39,395 | 26.87 | 1,602 | 36.34 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 10 | -93.46 | 0 | -100.00 | ||||
| 2025-05-01 | 13F | Schechter Investment Advisors, LLC | 7,075 | -3.41 | 268 | -12.17 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 5,291 | -3.18 | 215 | 4.37 | ||||
| 2025-07-29 | 13F | Hoese & Co LLP | 860 | 0.00 | 35 | 6.25 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 7,350 | -9.98 | 299 | -3.56 | ||||
| 2025-08-06 | 13F | Mascagni Wealth Management, Inc. | 5,562 | -4.87 | 226 | 2.26 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 3,950 | -14.52 | 161 | -8.05 | ||||
| 2025-08-05 | 13F | Aviance Capital Partners, LLC | 10,172 | 0.04 | 414 | 7.55 | ||||
| 2025-08-07 | 13F | Evoke Wealth, Llc | 5,960 | 0.00 | 242 | 7.56 | ||||
| 2025-08-14 | 13F | Vident Advisory, LLC | 5,129 | -5.25 | 209 | 1.96 | ||||
| 2025-04-28 | 13F | Strategic Financial Concepts, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Toronto Dominion Bank | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 25,043 | -4.15 | 1,050 | 6.07 | ||||
| 2025-07-16 | 13F | Badgley Phelps Wealth Managers, LLC | 5,176 | -9.90 | 211 | -3.23 | ||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 254,551 | 58.75 | 10,353 | 70.54 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 25,567 | -0.44 | 1,040 | 6.89 | ||||
| 2025-08-14 | 13F | Wetherby Asset Management Inc | 7,698 | 0.00 | 313 | -2.19 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Valeo Financial Advisors, LLC | 7,148 | -2.92 | 291 | 4.32 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 108 | 0.00 | 4 | 0.00 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 6,390 | -24.50 | 260 | -7.50 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 1,323 | 32.96 | 54 | 43.24 | ||||
| 2025-07-25 | 13F | Lion Street Advisors, LLC | 31,426 | 19.04 | 1,278 | 27.93 | ||||
| 2025-04-24 | 13F | Decker Retirement Planning Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 4,900 | -20.33 | 199 | -14.22 | ||||
| 2025-05-14 | 13F | Brown Brothers Harriman & Co | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Integrity Financial Corp /WA | 765 | 0.00 | 31 | 10.71 | ||||
| 2025-08-12 | 13F | NFP Retirement, Inc. | 387,655 | -5.53 | 15,766 | 1.48 | ||||
| 2025-05-07 | 13F | Nottingham Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-08 | 13F | Advance Capital Management, Inc. | 13,503 | 0.24 | 549 | 7.86 | ||||
| 2025-08-07 | 13F | PFG Advisors | 48,364 | 11.94 | 1,967 | 20.24 | ||||
| 2025-08-05 | 13F | Tsfg, Llc | 1,020 | 0.00 | 0 | |||||
| 2025-07-15 | 13F | Traction Financial Partners, LLC | 103,613 | 0.59 | 4,214 | 8.05 | ||||
| 2025-05-15 | 13F | Two Sigma Investments, Lp | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Sightline Wealth Advisors, LLC | 5,796 | 0.26 | 236 | 7.80 | ||||
| 2025-08-07 | 13F | Fidelis Capital Partners, LLC | 17,975 | 0.00 | 749 | 13.48 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 48,694 | -22.56 | 1,980 | -16.81 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 5,720 | -22.86 | 233 | -17.14 | ||||
| 2025-08-13 | 13F | Milestone Investment Advisors LLC | 1,313 | 0.00 | 53 | 8.16 | ||||
| 2025-08-14 | 13F | UBS Group AG | 505,997 | -25.12 | 20,579 | -19.57 | ||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 2,354 | 0.00 | 96 | 6.74 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 125,549 | -5.49 | 5,106 | 1.53 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 515 | 0 | ||||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 22,770 | 298.98 | 926 | 328.70 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 1,101,055 | -0.92 | 44,780 | 6.43 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 94,787 | 3.31 | 3,855 | 10.97 | ||||
| 2025-08-14 | 13F | Bragg Financial Advisors, Inc | 10,910 | 20.42 | 444 | 29.15 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 11,966 | -16.58 | 487 | -10.50 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 131,922 | 1.63 | 5,365 | 9.18 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 1,430 | -17.20 | 60 | -9.23 | ||||
| 2025-08-06 | 13F | Aspect Partners, LLC | 420 | -2.78 | 17 | 6.25 | ||||
| 2025-05-15 | 13F | Vermillion & White Wealth Management Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 2,468 | -35.44 | 100 | -30.56 | ||||
| 2025-08-12 | 13F | Charles Schwab Investment Management Inc | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | GSG Advisors LLC | 39,749 | 0.11 | 1,617 | 13.24 | ||||
| 2025-08-12 | 13F | Bokf, Na | 919 | -0.54 | 37 | 8.82 | ||||
| 2025-05-07 | 13F | Spectrum Wealth Counsel, LLC | 34 | 0.00 | 1 | 0.00 | ||||
| 2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 5,485 | 223 | ||||||
| 2025-08-11 | 13F | FSA Wealth Management LLC | 24 | 0.00 | 1 | |||||
| 2025-07-08 | 13F | Arlington Trust Co LLC | 32 | 0.00 | 1 | 0.00 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 6,956 | -4.91 | 283 | 2.17 | ||||
| 2025-08-13 | 13F | Colonial Trust Advisors | 7,150 | 0.00 | 291 | 7.41 | ||||
| 2025-08-07 | 13F | Prudent Man Investment Management, Inc. | 10 | 0.00 | 0 | |||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 7,975 | -12.89 | 324 | -6.36 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 1,188,631 | -3.38 | 48,342 | 3.79 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 185 | 0.00 | 8 | 0.00 | ||||
| 2025-08-12 | 13F | Wealthbridge Capital Management, Llc | 73,199 | -5.50 | 2,977 | 1.53 | ||||
| 2025-07-08 | 13F | Rise Advisors, LLC | 169 | 0.60 | 7 | 0.00 | ||||
| 2025-08-13 | 13F | Vertex Planning Partners, LLC | 7,371 | -3.19 | 300 | 3.82 | ||||
| 2025-07-17 | 13F | Albion Financial Group /ut | 112,200 | 0.00 | 4,563 | 7.44 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 1,732 | 70 | ||||||
| 2025-08-13 | 13F | Oxler Private Wealth LLC | 15,349 | -6.04 | 624 | 0.97 | ||||
| 2025-07-15 | 13F | Verum Partners LLC | 146,392 | 96.24 | 5,954 | 110.80 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 8,419 | -13.67 | 342 | -7.32 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 543,852 | 7.50 | 22,118 | 15.47 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 11,199 | -16.93 | 455 | -10.78 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 34,517 | -4.83 | 1,404 | 2.18 | ||||
| 2025-08-12 | 13F | New Republic Capital, LLC | 470 | 0.00 | 19 | 11.76 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 9,067 | -38.53 | 369 | -34.05 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 2,648 | 17.01 | 108 | 25.88 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 31,461 | 45.92 | 1,279 | 56.55 | ||||
| 2025-07-14 | 13F | Farmers & Merchants Investments Inc | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 297,148 | 0.58 | 12,085 | 8.05 | ||||
| 2025-08-14 | 13F | C M Bidwell & Associates Ltd | 4,330 | 0.00 | 176 | 7.98 | ||||
| 2025-07-02 | 13F | Boston Standard Wealth Management, LLC | 44,623 | 8.17 | 1,815 | 15.38 | ||||
| 2025-07-18 | 13F | Impact Capital Partners LLC | 5,039 | 205 | ||||||
| 2025-07-31 | 13F | Brighton Jones Llc | 25,811 | 6.26 | 1,050 | 14.15 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 1,564 | 0.06 | 64 | -3.08 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 167,645 | 2.66 | 6,818 | 10.29 | ||||
| 2025-07-28 | 13F | Arlington Financial Advisors, LLC | 164,608 | 1.88 | 6,695 | 9.43 | ||||
| 2025-07-29 | 13F | Cidel Asset Management Inc | 5,790 | 0.00 | 235 | 7.31 | ||||
| 2025-03-12 | 13F/A | Private Capital Management Llc | 8,150 | 0.00 | 311 | -3.12 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 5,701 | -3.36 | 232 | 3.59 | ||||
| 2025-07-16 | 13F | Kathmere Capital Management, LLC | 11,670 | -3.33 | 475 | 3.72 | ||||
| 2025-07-03 | 13F | First Hawaiian Bank | 9,855 | 0.00 | 401 | 7.24 | ||||
| 2025-07-17 | 13F | Oakworth Capital, Inc. | 3,758 | 0.00 | 153 | 7.04 | ||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 10,925 | 444 | ||||||
| 2025-08-08 | 13F | Gts Securities Llc | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Golden Bell Financial Planning LLC | 17,156 | -0.73 | 698 | 6.57 | ||||
| 2025-08-04 | 13F | Center for Financial Planning, Inc. | 4,340 | 0.00 | 177 | 7.32 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 929 | 22.56 | 38 | 32.14 | ||||
| 2025-07-23 | 13F | Indiana Trust & Investment Management CO | 2,380 | 0.00 | 97 | 6.67 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 16,520 | -10.23 | 672 | -3.59 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 2,580 | 0.00 | 105 | 7.22 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 471,556 | -10.24 | 19,845 | -0.23 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 2,425 | 155.26 | 99 | 180.00 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 7,240 | -3.72 | 294 | 3.52 | ||||
| 2025-07-22 | 13F | Clarius Group, LLC | 48,438 | -9.38 | 1,970 | -2.67 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 686,976 | -1.80 | 27,939 | 5.49 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 1,732 | 66.54 | 66 | 51.16 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 378 | 0.00 | 15 | 7.14 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 12,250 | -5.29 | 498 | 1.84 | ||||
| 2025-07-24 | 13F | Financial Connections Group, Inc. | 85 | 0 | ||||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 10,379 | -3.13 | 422 | 4.20 | ||||
| 2025-07-28 | 13F | Eq Wealth Advisors, Llc | 47,589 | -0.19 | 1,935 | 7.20 | ||||
| 2025-04-21 | 13F | PSI Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 9,752 | 2.91 | 369 | -6.35 | ||||
| 2025-07-02 | 13F | Capital Market Strategies LLC | 6,835 | -11.35 | 278 | -4.81 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 29,138 | -16.50 | 1,185 | -10.30 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 125,512 | 1.92 | 5,105 | 9.48 | ||||
| 2025-08-14 | 13F | Greenline Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Creative Capital Management Investments LLC | 4,240 | 0.00 | 172 | 7.50 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 6,461 | 10.50 | 263 | 18.55 | ||||
| 2025-07-31 | 13F | Oak Harbor Wealth Partners, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Freestone Capital Holdings, LLC | 5,147 | -13.17 | 209 | -6.70 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 53,048 | 2,157 | ||||||
| 2025-08-13 | 13F | Invesco Ltd. | 353,348 | -29.26 | 14,371 | -24.01 | ||||
| 2025-07-08 | 13F | Legacy Private Trust Co. | 84,002 | -12.73 | 3,416 | -6.26 | ||||
| 2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 0 | -100.00 | 0 | |||||
| 2025-05-12 | 13F | Kohmann Bosshard Financial Services, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 75 | 0.00 | 3 | 50.00 | ||||
| 2025-07-17 | 13F | Johnson & White Wealth Management, LLC | 231,883 | 1.00 | 9 | 12.50 | ||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 331 | -27.89 | 13 | -23.53 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 18,794 | -0.11 | 1 | |||||
| 2025-08-12 | 13F | Waddell & Associates, Llc | 18,725 | 7.30 | 762 | 15.30 | ||||
| 2025-08-11 | 13F | Heritage Wealth Advisors | 160 | 0.00 | 7 | 0.00 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 258,427 | 1.83 | 11 | 11.11 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 265,330 | 3,737.02 | 10,791 | 4,034.10 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 15,372 | 5.27 | 625 | 13.22 | ||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 8,745 | 50.13 | 0 | |||||
| 2025-07-15 | 13F | Sheets Smith Wealth Management | 5,670 | 0.00 | 231 | 7.48 | ||||
| 2025-07-09 | 13F | Efficient Frontier Advisors LLC | 7,762 | 0.26 | 328 | 5.13 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 5,220 | 0.00 | 212 | 7.61 | ||||
| 2025-07-28 | 13F | Revolve Wealth Partners, LLC | 12,997 | -6.08 | 529 | 0.96 | ||||
| 2025-07-31 | 13F | Resonant Capital Advisors, LLC | 33,492 | 0.00 | 1,362 | 7.41 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 16,025 | 25.17 | 652 | 34.50 | ||||
| 2025-08-18 | 13F | Pacific Center for Financial Services | 20,612 | 0.11 | 838 | 7.57 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 5,299 | 216 | ||||||
| 2025-07-29 | 13F | Private Wealth Management Group, LLC | 183 | 7 | ||||||
| 2025-07-31 | 13F | Whipplewood Advisors, LLC | 29,964 | 71,242.86 | 1,219 | 17.12 | ||||
| 2025-08-13 | 13F | Quadrant Capital Group Llc | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Assetmark, Inc | 5,908 | 27.77 | 240 | 37.14 | ||||
| 2025-04-14 | 13F | Umb Bank N A/mo | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-05-14 | 13F | Mml Investors Services, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | MCF Advisors LLC | 95 | 0.00 | 4 | 0.00 | ||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 53,661 | -5.56 | 2,182 | 1.44 | ||||
| 2025-08-08 | 13F | Tanglewood Legacy Advisors, LLC | 2,189 | 0.00 | 89 | 8.54 | ||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 750 | 0.00 | 31 | 7.14 | ||||
| 2025-08-07 | 13F | Addison Advisors LLC | 1,625 | 0.00 | 66 | 8.20 | ||||
| 2025-07-18 | 13F | Institute for Wealth Management, LLC. | 22,440 | 0.00 | 913 | 7.42 | ||||
| 2025-07-29 | 13F | Lyell Wealth Management, Lp | 6,774 | 0.00 | 275 | 7.42 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 14,878 | 91.92 | 605 | 106.48 | ||||
| 2025-07-22 | 13F | Three Bridge Wealth Advisors, LLC | 246,465 | 28.06 | 10,024 | 37.57 | ||||
| 2025-08-08 | 13F | Creative Planning | 124,433 | -0.19 | 5,061 | 7.23 | ||||
| 2025-07-22 | 13F | Red Tortoise LLC | 625 | 0.00 | 25 | 8.70 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 86,849 | -2.80 | 3,532 | 4.31 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 5,281 | -3.19 | 215 | 3.88 | ||||
| 2025-07-14 | 13F | Sound Stewardship, LLC | 78,085 | 2.79 | 3,176 | 10.43 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 5,493 | 21.39 | 223 | 30.41 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1,034,412 | 1.28 | 42,070 | 8.80 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 11,402 | 0.04 | 464 | 7.42 | ||||
| 2025-05-09 | 13F | Atria Wealth Solutions, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 25,213 | -0.70 | 1,025 | 6.66 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 18,568 | 755 | ||||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 18,400 | -10.58 | 748 | -3.98 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 16,261 | 4.76 | 661 | 12.61 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 4,961 | 202 | ||||||
| 2025-07-11 | 13F | Harbour Capital Advisors, LLC | 13,500 | 0.00 | 564 | 16.32 | ||||
| 2025-07-29 | 13F | Regions Financial Corp | 6,255 | 0.00 | 254 | 7.63 | ||||
| 2025-05-07 | 13F | Bellwether Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-06-02 | 13F/A | Deutsche Bank Ag\ | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Global Financial Private Client, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | BOK Financial Private Wealth, Inc. | 2,000 | 0.00 | 81 | 8.00 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 0 | -100.00 | 0 | |||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 41,892 | 2.50 | 1,738 | 12.28 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 9,006 | -0.53 | 366 | 7.02 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 254,886 | 1.70 | 10,366 | 9.25 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 1,799 | 47.70 | 73 | 58.70 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 501 | 0.00 | 20 | 11.11 | ||||
| 2025-08-01 | 13F | Cobblestone Capital Advisors Llc /ny/ | 7,905 | 0.00 | 321 | 7.36 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 98,954 | -37.57 | 4,024 | -32.94 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 839,499 | 15.37 | 34,143 | 23.93 | ||||
| 2025-05-28 | 13F | Intrua Financial, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-08 | 13F | Empower Advisory Group, LLC | 5,685 | -0.61 | 231 | 6.94 | ||||
| 2025-08-11 | 13F | CBIZ Investment Advisory Services, LLC | 1,790 | 0.00 | 73 | 7.46 | ||||
| 2025-08-14 | 13F | Fmr Llc | 42,038 | -1.92 | 1,710 | 5.36 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 237,659 | -6.00 | 9,666 | 0.97 | ||||
| 2025-08-08 | 13F | WASHINGTON TRUST Co | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Atlantic Edge Private Wealth Management, LLC | 2,680 | 0.00 | 109 | 6.93 | ||||
| 2025-04-29 | 13F | Callan Capital, LLC | 271,234 | -2.06 | 10,269 | -10.89 | ||||
| 2025-07-22 | 13F | Mascoma Wealth Management LLC | 6,800 | 0.00 | 277 | 7.39 | ||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 682,516 | 1.77 | 27,758 | 9.33 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 592 | 463.81 | 24 | 700.00 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 11,661 | 474 | ||||||
| 2025-08-12 | 13F | MAI Capital Management | 15,563 | -1.08 | 633 | 6.22 | ||||
| 2025-07-16 | 13F | Prairiewood Capital, LLC | 9,994 | 0.87 | 406 | 8.27 | ||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 14,628 | 0.18 | 554 | -8.90 | ||||
| 2025-08-11 | 13F | HHM Wealth Advisors, LLC | 100 | -62.96 | 4 | -60.00 | ||||
| 2025-07-15 | 13F | North Star Investment Management Corp. | 241 | 0.42 | 10 | 0.00 | ||||
| 2025-08-12 | 13F | AIMZ Investment Advisors, LLC | 10,500 | 0.00 | 427 | 7.56 | ||||
| 2025-07-17 | 13F | Smith, Salley & Associates | 20,070 | 0.00 | 816 | 7.51 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 238 | 10 | ||||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 250 | 10 | ||||||
| 2025-07-10 | 13F | Perkins Coie Trust Co | 525 | 0.00 | 21 | 10.53 | ||||
| 2025-08-13 | 13F | Bare Financial Services, Inc | 1 | 0.00 | 0 | |||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 420 | 0.00 | 17 | 13.33 | ||||
| 2025-07-29 | 13F | BKD Wealth Advisors, LLC | 27,797 | 0.03 | 1,131 | 7.41 | ||||
| 2025-08-12 | 13F | Intellus Advisors LLC | 5,165 | 210 | ||||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 30,546 | -4.80 | 1,242 | 2.31 | ||||
| 2025-08-06 | 13F | North Capital, Inc. | 460 | 0.00 | 19 | 5.88 | ||||
| 2025-07-31 | 13F | GenTrust, LLC | 5,005 | 204 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 7,795 | -3.44 | 0 | |||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 17,507 | -2.20 | 712 | 5.17 | ||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 13,178 | 0.02 | 536 | 7.43 | ||||
| 2025-07-09 | 13F | Breakwater Capital Group | 51,579 | 2,098 | ||||||
| 2025-08-27 | NP | FFOX - FundX Future Fund Opportunities ETF | 1,350 | 55 | ||||||
| 2025-07-23 | 13F | Sachetta, LLC | 1,098 | 0.27 | 45 | 7.32 | ||||
| 2025-08-13 | 13F | M Holdings Securities, Inc. | 27,390 | 1 | ||||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 12,200 | 496 | ||||||
| 2025-07-09 | 13F | Fermata Advisors, LLC | 5,570 | -3.47 | 227 | 3.67 | ||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 224 | 0.00 | 9 | 12.50 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 5,100 | 0.00 | 207 | 7.25 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 8,170 | 0.09 | 332 | 7.44 | ||||
| 2025-07-16 | 13F | Plancorp, LLC | 5,617 | 0.00 | 228 | 7.55 | ||||
| 2025-07-30 | 13F | EnRich Financial Partners LLC | 10,903 | -4.06 | 443 | 3.02 | ||||
| 2025-07-15 | 13F | Fortitude Family Office, LLC | 3,885 | 0.00 | 158 | 7.48 | ||||
| 2025-07-31 | 13F | Harbour Investment Management Llc | 11,004 | 0.00 | 448 | 7.45 | ||||
| 2025-08-08 | 13F | Accredited Investors Inc. | 192,735 | -1.09 | 7,839 | 6.25 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 1,887 | -17.96 | 77 | -12.64 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 85 | 7.59 |
