Mga Batayang Estadistika
| Pemilik Institusional | 237 total, 237 long only, 0 short only, 0 long/short - change of -0.42% MRQ |
| Alokasi Portofolio Rata-rata | 0.4790 % - change of -12.33% MRQ |
| Saham Institusional (Jangka Panjang) | 45,159,353 (ex 13D/G) - change of -1.00MM shares -2.17% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 2,050,027 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF (US:PTLC) memiliki 237 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 45,159,353 saham. Pemegang saham terbesar meliputi Bank Of America Corp /de/, LPL Financial LLC, Morgan Stanley, Wells Fargo & Company/mn, Raymond James Financial Inc, Sfmg, Llc, CFS Investment Advisory Services, LLC, Commonwealth Equity Services, Llc, Advisor Group Holdings, Inc., and Cetera Investment Advisers .
Struktur kepemilikan institusional Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF (BATS:PTLC) 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 53.09 / share. Previously, on September 6, 2024, the share price was 49.34 / share. This represents an increase of 7.60% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 19,058 | -5.50 | 967 | -6.75 | ||||
| 2025-08-05 | 13F | BEAM Asset Management, LLC | 43,890 | 2.78 | 2,228 | 1.37 | ||||
| 2025-08-06 | 13F | Strategic Financial Partners, Ltd. | 21,729 | -0.07 | 1,103 | -1.34 | ||||
| 2025-07-23 | 13F | Tcfg Wealth Management, Llc | 11,917 | -6.00 | 605 | -7.36 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 7,759 | -2.30 | 394 | -3.68 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 11,292 | 0.00 | 573 | -1.21 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 24,238 | 2.21 | 1,230 | 1.23 | ||||
| 2025-07-17 | 13F | SWS Partners | 5,054 | 0.00 | 257 | -1.54 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 9,180 | -7.92 | 466 | -9.18 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 384,080 | -1.33 | 19,496 | -2.65 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 400 | -40.30 | 20 | -42.86 | ||||
| 2025-08-14 | 13F | Kinloch Capital, LLC | 4,464 | 1.99 | 227 | 0.44 | ||||
| 2025-08-14 | 13F | Comerica Bank | 34,829 | -11.44 | 1,768 | -12.65 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 3,829 | -66.33 | 194 | -66.84 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 2,430 | 0.00 | 123 | -1.60 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 4,186 | -34.99 | 212 | -36.14 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 476 | 26.60 | 24 | 26.32 | ||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 4,814 | 244 | ||||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 4,661 | -5.05 | 237 | -6.35 | ||||
| 2025-03-12 | 13F | Centaurus Financial, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | ORG Partners LLC | 113,020 | -3.63 | 5,739 | -5.02 | ||||
| 2025-07-16 | 13F | Meridian Investment Counsel Inc. | 12,000 | 0.00 | 609 | -1.30 | ||||
| 2025-08-13 | 13F | Safe Harbor Fiduciary, LLC | 61,798 | 3,137 | ||||||
| 2025-07-25 | 13F | SPC Financial, Inc. | 142,676 | 13.17 | 7,242 | 11.66 | ||||
| 2025-08-11 | 13F | Inspire Advisors, LLC | 5,420 | -14.02 | 275 | -15.12 | ||||
| 2025-08-11 | 13F | Oder Investment Management, LLC | 40,840 | 0.50 | 2,073 | -0.81 | ||||
| 2025-06-30 | NP | TRND - Pacer Trendpilot Fund of Funds ETF | 224,376 | 13.51 | 10,925 | 0.69 | ||||
| 2025-07-17 | 13F | Saxon Interests, Inc. | 16,794 | 0.00 | 864 | 0.00 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 560 | -32.93 | 28 | -33.33 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 411 | -46.41 | 21 | -48.72 | ||||
| 2025-05-08 | 13F | Pasadena Private Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Legacy Trust | 10,903 | 0.00 | 553 | -1.25 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 8,060 | -31.31 | 409 | -32.17 | ||||
| 2025-08-14 | 13F | Camarda Financial Advisors, LLC | 24,905 | 7.50 | 1,264 | 6.04 | ||||
| 2025-07-15 | 13F | EWG Elevate Inc. | 47,593 | 1.14 | 2,416 | -0.21 | ||||
| 2025-07-09 | 13F | Burt Wealth Advisors | 7,747 | 0.00 | 393 | -1.26 | ||||
| 2025-07-31 | 13F/A | Avion Wealth | 3,201 | 0.00 | 0 | |||||
| 2025-08-05 | 13F | American Institute for Advanced Investment Management, LLP | 16,474 | 0.00 | 836 | -1.30 | ||||
| 2025-04-24 | 13F | CNB Bank | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 19 | 1 | ||||||
| 2025-07-16 | 13F | Independent Wealth Network Inc. | 6,072 | -30.41 | 308 | -31.25 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 34,451 | 18.78 | 1,749 | 17.16 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | Call | 0 | 0 | |||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-13 | 13F | Ofc Financial Planning, Llc | 78,011 | 1.89 | 3,960 | 0.51 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 2,222 | 0.00 | 113 | -1.75 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 23,639 | 28.96 | 1,200 | 27.15 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 6,550 | -4.71 | 333 | -3.77 | ||||
| 2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 16,864 | 856 | ||||||
| 2025-08-14 | 13F | Napa Wealth Management | 45,680 | 2,319 | ||||||
| 2025-04-15 | 13F | Noble Wealth Management PBC | 40 | 0.00 | 2 | 0.00 | ||||
| 2025-08-13 | 13F | Proactive Wealth Strategies LLC | 4,287 | -2.99 | 0 | |||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 4,788 | 243 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 54,119 | 6.19 | 3 | 0.00 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 13,329 | -4.13 | 677 | -5.45 | ||||
| 2025-08-08 | 13F | Mv Capital Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 325 | 12.85 | 16 | 14.29 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 38,586 | 93.80 | 1,959 | 91.21 | ||||
| 2025-08-06 | 13F | Mascagni Wealth Management, Inc. | 4,724 | -17.59 | 240 | -18.71 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 48,175 | 8.67 | 2,445 | 7.24 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 414,161 | -31.88 | 21 | -32.26 | ||||
| 2025-04-29 | 13F | Bank of New York Mellon Corp | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Mariner, LLC | 27,669 | 7.31 | 1,404 | 5.88 | ||||
| 2025-08-08 | 13F | Sittner & Nelson, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 119 | 6 | ||||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 18,214 | 56.10 | 1 | |||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-07 | 13F | Curtis Advisory Group, LLC | 80,255 | 5.95 | 4,074 | 4.52 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 276,861 | 40.78 | 14,053 | 38.89 | ||||
| 2025-08-14 | 13F | Vienna Asset Management LLC | 108,772 | 36.11 | 5,521 | 34.30 | ||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 1,078 | 0.00 | 54 | -1.82 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 210,644 | -1.08 | 10,692 | -2.41 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 15,645 | 4.13 | 794 | 2.85 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 18,445 | 212.10 | 936 | 207.89 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 4,215 | 214 | ||||||
| 2025-08-01 | 13F | Ferguson Shapiro LLC | 8,124 | -99.41 | 412 | -99.41 | ||||
| 2025-07-24 | 13F | Invictus Private Wealth, Llc | 6,200 | 315 | ||||||
| 2025-08-20 | 13F | Forefront Wealth Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 27,804 | 400.97 | 1,411 | 395.09 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 9,345 | -0.43 | 474 | -1.66 | ||||
| 2025-08-12 | 13F | Pacer Advisors, Inc. | 218,144 | 4.05 | 11,073 | 2.65 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 20,657 | -33.17 | 1,049 | -34.09 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 754,119 | -18.62 | 38 | -19.15 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 785,842 | -26.56 | 39,888 | -27.55 | ||||
| 2025-08-11 | 13F | Invenio Wealth Partners Llc | 229,067 | 156.90 | 11,627 | 153.48 | ||||
| 2025-08-12 | 13F | Titleist Asset Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Cwm, Llc | 1,857 | 56.31 | 0 | |||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 12,210 | 0.00 | 620 | -1.43 | ||||
| 2025-07-23 | 13F | Tyche Wealth Partners LLC | 248,400 | 6.55 | 12,609 | 5.12 | ||||
| 2025-07-16 | 13F | True North Advisors, LLC | 5,195 | 264 | ||||||
| 2025-07-10 | 13F | Redhawk Wealth Advisors, Inc. | 6,784 | 0.00 | 344 | -1.43 | ||||
| 2025-07-17 | 13F | XY Planning Network, Inc. | 14,877 | 78.51 | 755 | 76.40 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 19,615 | 122.12 | 996 | 119.16 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 2,910 | -98.01 | 148 | -98.05 | ||||
| 2025-05-14 | 13F/A | Integrated Investment Consultants, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 22,070 | 5.38 | 1,120 | 3.99 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 22,200 | 11.46 | 1,127 | 9.96 | ||||
| 2025-07-25 | 13F | LRI Investments, LLC | 345 | 0.00 | 18 | 0.00 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 49,627 | -23.96 | 2,519 | -24.96 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Fidelis Capital Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Capital & Planning, Llc | 11,923 | -2.48 | 605 | -3.82 | ||||
| 2025-05-14 | 13F | Brown Brothers Harriman & Co | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 4,108 | 0.00 | 214 | 0.95 | ||||
| 2025-07-24 | 13F | Reuter James Wealth Management, Llc | 164,362 | 1.11 | 8,343 | -0.24 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 24,800 | 270.15 | 1,259 | 265.70 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 31,286 | -20.01 | 1,588 | -21.07 | ||||
| 2025-08-01 | 13F | Koss-Olinger Consulting, LLC | 581,367 | -4.12 | 29,510 | -5.41 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 1,414,973 | -2.89 | 72 | -4.05 | ||||
| 2025-07-30 | NP | TAX - Cambria Tax Aware ETF | 1,642 | -4.87 | 79 | -15.05 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 202,417 | -1.66 | 10,396 | -1.83 | ||||
| 2025-07-22 | 13F | MBL Wealth, LLC | 305,577 | -13.74 | 15,511 | -14.90 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 8,297 | 0.00 | 421 | -1.17 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 392,514 | 0.58 | 19,924 | -0.77 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 1,335,894 | 20.99 | 67,811 | 19.36 | ||||
| 2025-07-09 | 13F | Fermata Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Mather Group, Llc. | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Ade, Llc | 30,144 | -0.02 | 1,530 | -1.35 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 603 | 0.00 | 31 | -3.23 | ||||
| 2025-08-06 | 13F | Carnegie Lake Advisors LLC | 8,654 | 0 | ||||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 23,124 | -14.24 | 1,174 | -15.43 | ||||
| 2025-07-25 | 13F | Lion Street Advisors, LLC | 14,196 | -1.15 | 721 | -2.44 | ||||
| 2025-08-05 | 13F | Prosperity Wealth Management, Inc. | 6,050 | 307 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 5,551,221 | 15.18 | 281,780 | 13.64 | ||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 7,934 | 0.00 | 403 | -1.47 | ||||
| 2025-08-06 | 13F | Soltis Investment Advisors LLC | 80,282 | 1.92 | 4,075 | 0.57 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 10,631 | 0.00 | 540 | -1.28 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 17,091 | 3.95 | 868 | 2.97 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 162,752 | 8.50 | 8,261 | 7.05 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 24,249 | 33.50 | 1,231 | 31.69 | ||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 2,013 | 0.00 | 102 | -0.97 | ||||
| 2025-08-01 | 13F | MorganRosel Wealth Management, LLC | 1 | 0 | ||||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 34,206 | -8.55 | 1,736 | -9.77 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 645 | 0.00 | 33 | -3.03 | ||||
| 2025-08-14 | 13F | Aft, Forsyth & Sober, LLC | 69,300 | 1.17 | 3,518 | -0.20 | ||||
| 2025-07-11 | 13F | Deane Retirement Strategies, Inc. | 225,249 | 98,262.01 | 11,431 | 103,809.09 | ||||
| 2025-07-25 | 13F | Welch Group, LLC | 16,370 | -0.62 | 831 | -1.66 | ||||
| 2025-08-14 | 13F | Fmr Llc | 6,670 | -6.04 | 339 | -7.40 | ||||
| 2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 8,308 | -10.45 | 422 | -11.74 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 142,650 | -56.93 | 7,241 | -57.50 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 288,673 | 115.85 | 14,653 | 112.98 | ||||
| 2025-08-14 | 13F | Operose Advisors LLC | 1,207 | 0.00 | 61 | -1.61 | ||||
| 2025-08-14 | 13F | Heritage Wealth Management, Inc. | 4,225 | 7.64 | 214 | 6.47 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 12,287 | 116.85 | 624 | 108.36 | ||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 196 | -50.00 | 10 | -55.00 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 6,163,263 | 0.24 | 312,847 | -1.10 | ||||
| 2025-07-09 | 13F | GSG Advisors LLC | 4,151 | 0.00 | 211 | 4.48 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 85,962 | -25.02 | 4,363 | -26.03 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 64,243 | -10.30 | 3,261 | -11.51 | ||||
| 2025-07-14 | 13F | Golden State Equity Partners | 23,011 | 106.47 | 1,168 | 103.84 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 67,984 | 28.09 | 3,451 | 26.37 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 9,885 | 0.00 | 502 | -1.38 | ||||
| 2025-08-05 | 13F | Optivise Advisory Services LLC | 42,974 | 11.68 | 2,181 | 10.21 | ||||
| 2025-08-07 | 13F | PFG Advisors | 64,150 | -71.46 | 3,256 | -71.84 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 32,395 | -2.42 | 1,644 | -3.75 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 3,161 | 0.00 | 160 | -1.23 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | IronOak Wealth LLC. | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Global Financial Private Client, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Insight Advisors, LLC/ PA | 5,386 | 0.00 | 273 | -1.44 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 14,448 | -26.17 | 733 | -27.14 | ||||
| 2025-08-11 | 13F | Advisor Resource Council | 30,667 | -76.45 | 1,557 | -76.78 | ||||
| 2025-04-22 | 13F | World Equity Group, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 466,086 | 30.85 | 23,659 | 29.10 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 1,003,376 | 20.81 | 50,931 | 19.19 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 14,449 | -0.87 | 733 | -2.14 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 45,278 | -70.18 | 2,298 | -70.58 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 26,948 | -5.87 | 1,368 | -7.13 | ||||
| 2025-05-14 | 13F | BOK Financial Private Wealth, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | Signature Securities Group Corporation | 4,467 | -24.31 | 227 | -25.41 | ||||
| 2025-08-14 | 13F | UBS Group AG | 1,093,996 | -11.35 | 55,531 | -12.54 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 2,681,893 | 3.90 | 136,133 | 2.51 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 25,821 | 9.61 | 1,311 | 8.09 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 35,790 | -10.74 | 1,817 | -11.93 | ||||
| 2025-07-23 | 13F | HMV Wealth Advisors, LLC | 5,500 | 0.00 | 279 | -1.06 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 61,976 | 18.40 | 3,146 | 12.44 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 4,543 | 0.00 | 231 | 4.55 | ||||
| 2025-07-15 | 13F | Aspire Capital Advisors LLC | 63,476 | 9.34 | 3,222 | 7.90 | ||||
| 2025-04-21 | 13F | PSI Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 19,918 | -9.62 | 1,025 | -13.00 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 31,663 | 1,607 | ||||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 0 | -100.00 | 0 | |||||
| 2025-05-16 | 13F | Empowered Funds, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 4,100 | 208 | ||||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 4,734 | 240 | ||||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 18,428 | -6.20 | 935 | -7.43 | ||||
| 2025-04-23 | 13F | Crewe Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 38,065 | 1.02 | 1,932 | -0.31 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 8,616 | 7.36 | 437 | 6.07 | ||||
| 2025-08-12 | 13F | Insigneo Advisory Services, Llc | 11,723 | -9.45 | 595 | -10.66 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | Truist Financial Corp | 292,966 | -4.12 | 14,871 | -5.41 | ||||
| 2025-08-12 | 13F | Meridian Wealth Advisors, LLC | 204,372 | -0.90 | 10,374 | -2.23 | ||||
| 2025-07-16 | 13F | Kathmere Capital Management, LLC | 37,720 | -0.88 | 1,915 | -2.20 | ||||
| 2025-08-01 | 13F | Twin Lakes Capital Management, LLC | 1,277 | 0.00 | 65 | -1.54 | ||||
| 2025-07-16 | 13F | Maridea Wealth Management LLC | 4,234 | -17.69 | 215 | -18.94 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 10,406 | 0.00 | 528 | -1.31 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 3,516 | -44.36 | 177 | -45.85 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 4,130,772 | -13.04 | 209,678 | -14.21 | ||||
| 2025-08-04 | 13F | WNY Asset Management, LLC | 7,000 | 12.58 | 355 | 11.29 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 862 | 0.00 | 44 | -2.27 | ||||
| 2025-07-15 | 13F | BCS Wealth Management | 5,067 | -13.18 | 0 | |||||
| 2025-07-14 | 13F | Financial Enhancement Group LLC | 160,445 | -40.03 | 8,213 | -36.75 | ||||
| 2025-07-30 | 13F | Gimbal Financial | 50,403 | -36.91 | 2,558 | -37.76 | ||||
| 2025-07-28 | 13F | Lunt Capital Management, Inc. | 43,390 | 0.61 | 2,202 | -0.72 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Holland Advisory Services, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 1,144,585 | -10.22 | 58,099 | -11.42 | ||||
| 2025-08-14 | 13F | Murphy & Mullick Capital Management Corp | 75 | 0.00 | 4 | 0.00 | ||||
| 2025-07-14 | 13F | MY Wealth Management Inc. | 233,575 | 33.52 | 11,856 | 31.73 | ||||
| 2025-04-14 | 13F | Park Avenue Securities Llc | 0 | -100.00 | 0 | |||||
| 2025-04-25 | 13F | New Millennium Group LLC | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Sovereign Financial Group, Inc. | 6,169 | -1.49 | 313 | -2.80 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 50,306 | -85.41 | 2,554 | -85.61 | ||||
| 2025-08-05 | 13F | Magnolia Capital Advisors Llc | 70,758 | -0.27 | 3,592 | -1.62 | ||||
| 2025-08-14 | 13F | Boston Private Wealth Llc | 0 | -100.00 | 0 | |||||
| 2025-04-02 | 13F | Marcum Wealth, LLC | 4,818 | 0.00 | 248 | -3.89 | ||||
| 2025-08-11 | 13F | Wbi Investments, Inc. | 62,439 | -0.87 | 3,169 | -2.19 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 10,551 | 0.00 | 536 | -1.29 | ||||
| 2025-07-17 | 13F | Oakworth Capital, Inc. | 1,560 | 0.00 | 79 | -1.25 | ||||
| 2025-08-13 | 13F | JBR Co Financial Management Inc | 12,815 | -25.38 | 650 | -26.39 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 2,428,000 | -15.25 | 123,245 | -16.39 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 420,409 | 13.69 | 21,340 | 12.16 | ||||
| 2025-07-24 | 13F | Eastern Bank | 2,340 | 0.00 | 119 | -1.67 | ||||
| 2025-05-09 | 13F | Avalon Trust Co | 0 | -100.00 | 0 | |||||
| 2025-07-07 | 13F | Whitaker-Myers Wealth Managers, LTD. | 65,314 | -11.52 | 3,315 | -12.69 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 10,993 | 0.00 | 558 | -1.24 | ||||
| 2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 4,579 | 232 | ||||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 500 | 25 | ||||||
| 2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 879 | -8.72 | 45 | -10.20 | ||||
| 2025-07-23 | 13F | Castle Rock Wealth Management, LLC | 4,346 | 0.00 | 225 | 0.90 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 181,060 | 1.85 | 9,191 | 0.49 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 10,371 | 5.60 | 526 | 4.16 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 37,513 | 12.77 | 1,904 | 11.28 | ||||
| 2025-04-22 | 13F/A | NorthRock Partners, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 22,095 | 1.02 | 1,122 | -0.36 | ||||
| 2025-05-15 | 13F | Captrust Financial Advisors | 0 | -100.00 | 0 | |||||
| 2025-04-17 | 13F | Authentikos Wealth Advisory, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-19 | 13F | Element Pointe Advisors, Llc | 5,027 | 0.00 | 255 | -1.16 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 656,302 | 7.59 | 33,314 | 6.15 | ||||
| 2025-07-15 | 13F | SJS Investment Consulting Inc. | 600 | 30 | ||||||
| 2025-08-04 | 13F | Assetmark, Inc | 1,779 | -31.68 | 90 | -32.33 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 329 | -91.93 | 17 | -92.34 | ||||
| 2025-07-15 | 13F | Oregon Pacific Wealth Management, LLC | 7,933 | 8.02 | 403 | 6.63 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 107,544 | -6.09 | 5,459 | -7.37 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 78 | 0.00 | 4 | -25.00 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 14,582 | -1.78 | 740 | -3.01 | ||||
| 2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 2,044,052 | 2.56 | 104 | 0.98 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 21,855 | -6.54 | 1,109 | -7.81 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 204,737 | -83.61 | 10,391 | -83.83 | ||||
| 2025-08-25 | 13F | Silverlake Wealth Management Llc | 9,450 | 0.00 | 480 | -1.44 | ||||
| 2025-08-14 | 13F | Wetherby Asset Management Inc | 4,168 | 0.00 | 212 | -4.95 | ||||
| 2025-04-08 | 13F | J2 Capital Management Inc | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Tempus Wealth Planning, LLC | 5,140 | -49.09 | 261 | -49.90 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Schmidt P J Investment Management Inc | 18,720 | -8.47 | 950 | -9.70 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 197,321 | 13.44 | 10,016 | 11.92 | ||||
| 2025-07-23 | 13F | 1 North Wealth Services Llc | 142,721 | 22.45 | 7,245 | 20.81 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 117 | 0.00 | 6 | -16.67 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 5,115 | 0 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 145,456 | 7,383 | ||||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 7,987 | 405 | ||||||
| 2025-04-29 | 13F | Brookstone Capital Management | 0 | -100.00 | 0 | |||||
| 2025-07-07 | 13F | Capital Asset Advisory Services LLC | 20,657 | -33.17 | 1,047 | -34.44 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 6,332 | 1.59 | 328 | 2.50 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 186,963 | -3.19 | 9,490 | -4.48 | ||||
| 2025-07-25 | 13F | One Degree Advisors Inc | 31,522 | 186.62 | 2 | |||||
| 2025-08-12 | 13F | PKS Advisory Services, LLC | 37,691 | -5.66 | 1,913 | 3.46 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 133,377 | 96.32 | 6,770 | 93.71 | ||||
| 2025-07-15 | 13F | Sheets Smith Wealth Management | 30,095 | 3.05 | 1,528 | 1.66 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 47,548 | 11.72 | 2,414 | 10.23 | ||||
| 2025-04-23 | 13F | Valmark Advisers, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-08 | 13F | Creative Planning | 160,322 | 7.43 | 8,138 | 5.98 | ||||
| 2025-08-12 | 13F | Sfmg, Llc | 2,247,421 | 114,079 | ||||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 11,193 | -86.75 | 1 | -100.00 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 29,573 | -40.27 | 1,501 | -41.07 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 8,134 | 17.26 | 413 | 22.26 |
