Mga Batayang Estadistika
| Pemilik Institusional | 140 total, 140 long only, 0 short only, 0 long/short - change of 13.82% MRQ |
| Alokasi Portofolio Rata-rata | 0.5726 % - change of 7.74% MRQ |
| Saham Institusional (Jangka Panjang) | 19,243,715 (ex 13D/G) - change of 2.06MM shares 12.01% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 571,016 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
Innovator ETFs Trust - Innovator Equity Managed Floor ETF (US:SFLR) memiliki 140 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 19,243,715 saham. Pemegang saham terbesar meliputi LPL Financial LLC, Commonwealth Equity Services, Llc, Kingsview Wealth Management, LLC, Chicago Partners Investment Group LLC, Delta Investment Management, LLC, Advisor Group Holdings, Inc., HighTower Advisors, LLC, Wetzel Investment Advisors, Inc., Evolution Wealth Management Inc., and Envestnet Asset Management Inc .
Struktur kepemilikan institusional Innovator ETFs Trust - Innovator Equity Managed Floor ETF (ARCA:SFLR) 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 4, 2025 is 35.32 / share. Previously, on September 5, 2024, the share price was 30.82 / share. This represents an increase of 14.60% 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 13D/G
Kami menyajikan pengajuan 13D/G secara terpisah dari pengajuan 13F karena perlakuan yang berbeda oleh SEC. Pengajuan 13D/G dapat diajukan oleh kelompok investor (dengan satu pemimpin), sedangkan pengajuan 13F tidak bisa. Hal ini mengakibatkan situasi di mana seorang investor dapat mengajukan 13D/G yang melaporkan satu nilai untuk total saham (mewakili semua saham yang dimiliki oleh kelompok investor), tetapi kemudian mengajukan 13F yang melaporkan nilai yang berbeda untuk total saham (mewakili kepemilikan mereka sendiri). Ini berarti bahwa kepemilikan saham dari pengajuan 13D/G dan pengajuan 13F seringkali tidak dapat dibandingkan secara langsung, sehingga kami menyajikannya secara terpisah.
Catatan: Mulai 16 Mei 2021, kami tidak lagi menampilkan pemilik yang belum mengajukan 13D/G dalam setahun terakhir. Sebelumnya, kami menampilkan riwayat lengkap pengajuan 13D/G. Secara umum, entitas yang diwajibkan untuk mengajukan pengajuan 13D/G harus mengajukan setidaknya setiap tahun sebelum mengirimkan pengajuan penutupan. Namun, terkadang dana keluar dari posisi tanpa mengirimkan pengajuan penutupan (misalnya, mereka menghentikan operasi), sehingga menampilkan riwayat lengkap terkadang menyebabkan kebingungan tentang kepemilikan saat ini. Untuk mencegah kebingungan, kami sekarang hanya menampilkan pemilik 'saat ini' - yaitu - pemilik yang telah mengajukan dalam setahun terakhir.
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| Tanggal File | Formulir | Investor | Sebelumnya Saham |
Terbaru Saham |
Δ Saham (Persen) |
Kepemilikan (Persen) |
Δ Pagmamay-ari (Persen) |
|
|---|---|---|---|---|---|---|---|---|
| 2024-12-05 | Foundations Investment Advisors, LLC | 1,417,630 | 10,855 | -99.23 | 0.10 | -99.73 |
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
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.
| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-08 | 13F | Hartland & Co., LLC | 23,176 | -1.70 | 778 | 5.14 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 5,350 | 240.11 | 0 | |||||
| 2025-08-07 | 13F | Sound View Wealth Advisors Group, LLC | 6,485 | 0.00 | 218 | 6.90 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 74,815 | 713.29 | 2,512 | 771.88 | ||||
| 2025-07-09 | 13F | HFG Wealth Management, LLC | 153,607 | 3.33 | 4,822 | -0.66 | ||||
| 2025-04-14 | 13F | Financial Designs Corp | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 9,381 | 0.50 | 315 | 7.53 | ||||
| 2025-07-16 | 13F | Castleview Partners, Llc | 27,860 | 9.66 | 935 | 17.31 | ||||
| 2025-07-31 | 13F | Whipplewood Advisors, LLC | 50,248 | 128.28 | 1,687 | 64.97 | ||||
| 2025-07-08 | 13F | Gradient Investments LLC | 18,114 | 608 | ||||||
| 2025-07-10 | 13F | Worth Asset Management, LLC | 18,074 | -41.20 | 607 | -37.14 | ||||
| 2025-07-14 | 13F | CRA Financial Services, LLC | 13,605 | 0.00 | 457 | 6.79 | ||||
| 2025-07-17 | 13F | Worth Financial Advisory Group, LLC | 140,936 | -5.27 | 4,731 | 1.33 | ||||
| 2025-08-13 | 13F | BCJ Capital Management, LLC | 133,433 | -2.45 | 4,479 | 4.33 | ||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 7,215 | 0.00 | 242 | 7.08 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 53,470 | 3.50 | 1,847 | 14.08 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 23,893 | 67.20 | 802 | 79.02 | ||||
| 2025-08-11 | 13F | Wealthgarden F.s. Llc | 9,910 | 341 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 1,229 | 41 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 101,082 | -9.37 | 3 | 0.00 | ||||
| 2025-08-01 | 13F | Delta Investment Management, LLC | 888,058 | 5.10 | 29,812 | 12.40 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 36,644 | 1 | ||||||
| 2025-05-08 | 13F | Armis Advisers, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Old Port Advisors | 9,845 | -22.14 | 330 | -16.67 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 6,254 | 210 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 3,592,857 | -4.39 | 120,612 | 2.25 | ||||
| 2025-07-25 | 13F | Kellett Schaffner Wealth Advisors LLC | 54,945 | -6.46 | 1,845 | 0.05 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 6,916 | -51.31 | 232 | -47.87 | ||||
| 2025-07-31 | 13F | West Michigan Advisors, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 12,118 | 0.02 | 407 | 6.84 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 2,125 | 0.00 | 71 | 7.58 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 39,110 | 1,313 | ||||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 72,034 | 32.29 | 2,418 | 40.91 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 117,498 | 77.71 | 3,944 | 82.76 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 10,494 | -14.24 | 352 | -8.33 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 153,690 | 145.50 | 5,159 | 162.54 | ||||
| 2025-08-05 | 13F | WorthPointe, LLC | 11,480 | 385 | ||||||
| 2025-08-06 | 13F | Rps Advisory Solutions Llc | 6,494 | -84.04 | 218 | -82.93 | ||||
| 2025-07-15 | 13F | Well Done, LLC | 31,957 | 1,073 | ||||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 21,701 | 0.00 | 729 | 6.90 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 242,649 | -12.42 | 8 | 0.00 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 21,234 | 0.09 | 713 | 7.07 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 189,007 | 64.03 | 6,345 | 75.44 | ||||
| 2025-05-15 | 13F | Concorde Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Lifeworks Advisors, LLC | 32,070 | 1.51 | 1,077 | 8.58 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | Triumph Capital Management | 110,303 | 6.14 | 3,703 | 13.49 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 123,088 | 13.96 | 4,132 | 21.89 | ||||
| 2025-04-17 | 13F | Good Life Advisors, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 7,372 | 247 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 107,127 | 117.69 | 3,596 | 132.90 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 300 | 0.00 | 10 | 11.11 | ||||
| 2025-04-29 | 13F | U.S. Capital Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 9,147 | -87.72 | 308 | -86.47 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 194,041 | 10.85 | 6,514 | 18.55 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 277 | -69.96 | 9 | -67.86 | ||||
| 2025-07-17 | 13F | Archford Capital Strategies, LLC | 115,000 | 22.02 | 3,861 | 30.49 | ||||
| 2025-07-25 | 13F | Prostatis Group LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 9,794 | -12.53 | 329 | -6.55 | ||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 8,400 | -2.33 | 282 | 4.46 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 168,804 | 4.50 | 5,667 | 11.76 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 291,472 | -2.91 | 9,785 | 3.83 | ||||
| 2025-05-13 | 13F | Measured Risk Portfolios, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 151,636 | 4.14 | 5,090 | 11.38 | ||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 25,155 | 0.00 | 844 | 6.97 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 36,305 | 1,219 | ||||||
| 2025-07-29 | 13F | Kraft, Davis & Associates, LLC | 41,593 | 3.60 | 1,439 | 17.18 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 13,116 | 440 | ||||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 19,584 | 84.46 | 674 | 102.40 | ||||
| 2025-07-09 | 13F | Keystone Wealth Services, LLC | 11,727 | -53.73 | 394 | -50.57 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 59,759 | 25.77 | 2,006 | 34.54 | ||||
| 2025-07-16 | 13F | Southern Capital Advisors, Llc | 17,545 | -9.68 | 589 | -3.45 | ||||
| 2025-08-07 | 13F | Authentikos Wealth Advisory, LLC | 214,927 | -1.36 | 7,215 | 5.50 | ||||
| 2025-07-03 | 13F | Fiduciary Financial Group, Llc | 7,437 | 0.00 | 250 | 9.69 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 15,372 | -27.47 | 516 | -22.41 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 393,837 | 13,221 | ||||||
| 2025-07-29 | 13F | Financial Futures Ltd Liability Co. | 36,269 | -76.93 | 1,218 | -75.33 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 8,745 | 0.00 | 286 | 4.01 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 378,784 | 55.41 | 12,692 | 65.91 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 264,808 | -0.82 | 8,890 | 6.07 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 8,620 | 289 | ||||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 13,263 | 3.80 | 445 | 10.97 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 12,076 | -8.39 | 0 | |||||
| 2025-08-14 | 13F | Comerica Bank | 3,878 | 0.00 | 130 | 7.44 | ||||
| 2025-08-20 | 13F | Forefront Wealth Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 124,911 | 405.63 | 4,193 | 441.03 | ||||
| 2025-08-14 | 13F | First Commonwealth Financial Corp /pa/ | 169,388 | 15.70 | 5,686 | 23.74 | ||||
| 2025-08-05 | 13F | Milestone Asset Management, Llc | 67,307 | -1.55 | 2,260 | 5.27 | ||||
| 2025-08-14 | 13F | Sentinus, LLC | 239,959 | -4.09 | 8,055 | 2.57 | ||||
| 2025-07-29 | 13F | Ifrah Financial Services, Inc. | 19,455 | -0.35 | 653 | 6.70 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 1,684,463 | 7.86 | 56,547 | 15.35 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 29,416 | -15.53 | 987 | -9.70 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 6,855 | -56.72 | 0 | |||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 103,792 | -1.78 | 3,484 | 5.03 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 74,257 | -1.81 | 2,493 | 5.01 | ||||
| 2025-05-15 | 13F | Talon Private Wealth, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-14 | 13F | Southland Equity Partners LLC | 348,776 | -0.13 | 11,708 | 6.81 | ||||
| 2025-08-13 | 13F | Luminist Capital LLC | 118,278 | -0.23 | 3,971 | 6.69 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 1,839,890 | 28.16 | 62 | 35.56 | ||||
| 2025-07-09 | 13F | Sar Wealth Management Group, Llc | 19,707 | 0.09 | 662 | 6.96 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 52,394 | 22.94 | 1,759 | 31.49 | ||||
| 2025-07-09 | 13F | Beacon Financial Group | 96,479 | 27.32 | 3,239 | 36.16 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 1,552,512 | -5.35 | 53,282 | 2.70 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Foronjy Financial Llc | 19,011 | 638 | ||||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 15,916 | 0.09 | 534 | 7.01 | ||||
| 2025-07-25 | 13F | Yarger Wealth Strategies, Llc | 19,057 | -31.88 | 640 | -27.22 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 2,606 | 159.30 | 87 | 180.65 | ||||
| 2025-07-31 | 13F | Leelyn Smith, LLC | 9,505 | -11.89 | 319 | -5.62 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 28,780 | 8.30 | 966 | 15.83 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 424,802 | 14,261 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 82,685 | 46.83 | 2,776 | 57.05 | ||||
| 2025-04-15 | 13F | Noble Wealth Management PBC | 300 | 0.00 | 9 | 0.00 | ||||
| 2025-05-12 | 13F | Fmr Llc | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 47,605 | -17.22 | 1,598 | -11.47 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | City National Bank Of Florida /msd | 6,254 | 210 | ||||||
| 2025-07-22 | 13F | Diligent Investors, LLC | 12,540 | 421 | ||||||
| 2025-07-30 | 13F | Brookstone Capital Management | 76,843 | -7.93 | 2,580 | -1.53 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 175 | 6 | ||||||
| 2025-08-08 | 13F | Davies Financial Advisors, Inc. | 299,661 | -7.64 | 10,060 | -1.23 | ||||
| 2025-07-09 | 13F | Pallas Capital Advisors LLC | 128,894 | 56.94 | 4,327 | 67.87 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 278,721 | 93.29 | 9,357 | 106.72 | ||||
| 2025-05-14 | 13F | WCG Wealth Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 537,180 | -9.93 | 18,035 | -3.67 | ||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 64,547 | 15.27 | 2,167 | 23.28 | ||||
| 2025-08-12 | 13F | Winnow Wealth Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 6,630 | 0.00 | 223 | 6.73 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Pinnacle Wealth Management Group, Inc. | 152,964 | 2.76 | 5,135 | 9.91 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 48,780 | 1,638 | ||||||
| 2025-08-11 | 13F | Advisor Resource Council | 45,531 | -1.10 | 1,528 | 5.74 | ||||
| 2025-08-13 | 13F | Balance Wealth, LLC | 65,922 | 20.30 | 2,213 | 28.60 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 6,554 | 220 | ||||||
| 2025-07-18 | 13F | Truist Financial Corp | 25,728 | 81.73 | 864 | 94.37 | ||||
| 2025-07-18 | 13F | Wetzel Investment Advisors, Inc. | 398,084 | 163.07 | 13,379 | 181.43 | ||||
| 2025-07-24 | 13F | Columbia Advisory Partners Llc | 16,967 | 570 | ||||||
| 2025-04-17 | 13F | Atlas Private Wealth Advisors | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | Occidental Asset Management, LLC | 8,525 | 8.95 | 286 | 16.73 | ||||
| 2025-07-16 | 13F | John W. Brooker & Co., CPAs | 13,240 | -82.18 | 449 | -80.74 | ||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 34,554 | 1.92 | 1,160 | 8.93 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 26,605 | 0.00 | 893 | 6.95 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 1,360 | 46 | ||||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 22,727 | -5.01 | 763 | 1.60 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 136,206 | 14.94 | 4,596 | 23.58 | ||||
| 2025-08-05 | 13F | Claro Advisors LLC | 28,874 | -11.24 | 969 | -5.09 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 33,000 | 12.44 | 1,108 | 20.20 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 1,787 | 60 | ||||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 6,063 | 204 | ||||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Cwm, Llc | 18,711 | -16.51 | 1 | |||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 46,161 | -43.79 | 1,550 | -39.89 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 11,208 | 1.94 | 376 | 8.99 | ||||
| 2025-07-23 | 13F | Secured Retirement Advisors, Llc | 32,998 | 8.59 | 1,108 | 16.16 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 1,490 | 50 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 2,596 | 87 | ||||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 50,822 | 10.77 | 1,706 | 18.47 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 10,897 | 375 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 75,186 | 2,524 |
