Mga Batayang Estadistika
| Pemilik Institusional | 170 total, 169 long only, 0 short only, 1 long/short - change of -6.56% MRQ |
| Alokasi Portofolio Rata-rata | 0.3498 % - change of -11.72% MRQ |
| Saham Institusional (Jangka Panjang) | 11,199,401 (ex 13D/G) - change of 0.46MM shares 4.28% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 552,962 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
Cambria ETF Trust - Cambria Shareholder Yield ETF (US:SYLD) memiliki 170 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 11,199,401 saham. Pemegang saham terbesar meliputi Laurel Wealth Advisors LLC, Morgan Stanley, LPL Financial LLC, Raymond James Financial Inc, Intellus Advisors LLC, Commonwealth Equity Services, Llc, Revolve Wealth Partners, LLC, Colony Group, LLC, UBS Group AG, and VestGen Advisors, LLC .
Struktur kepemilikan institusional Cambria ETF Trust - Cambria Shareholder Yield ETF (BATS:SYLD) 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 70.45 / share. Previously, on September 9, 2024, the share price was 68.09 / share. This represents an increase of 3.47% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-04-21 | 13F | Autumn Glory Partners, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 12,296 | -16.13 | 800 | -14.55 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 806,590 | -23.17 | 52,453 | -21.69 | ||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 5,350 | 2.73 | 0 | |||||
| 2025-04-29 | 13F | Resources Investment Advisors, LLC. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-12 | 13F | Cowa, Llc | 8,342 | -1.09 | 542 | 0.74 | ||||
| 2025-04-21 | 13F | Ronald Blue Trust, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 1,744,885 | 6,498.91 | 27 | -98.46 | ||||
| 2025-07-11 | 13F | Wealth Management Partners, LLC | 7,979 | -5.96 | 531 | -2.03 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 56,279 | 3.93 | 3,660 | 5.94 | ||||
| 2025-07-11 | 13F | Diversified Trust Co | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Betterment LLC | 12,048 | -54.61 | 1 | -100.00 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 201,027 | -0.50 | 13,073 | 1.42 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 414 | 27 | ||||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 3,592 | -2.71 | 234 | -0.85 | ||||
| 2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 8,620 | 0.00 | 561 | 2.00 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 155 | 0.00 | 10 | 11.11 | ||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 4,038 | 4.69 | 263 | 6.50 | ||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 19,767 | 10.11 | 1,285 | 12.23 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 10,315 | 18.90 | 671 | 21.16 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 68,226 | -12.69 | 4,437 | -11.01 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | Put | 500 | 1 | |||||
| 2025-07-30 | 13F | Nottingham Advisors, Inc. | 20,617 | -0.84 | 1,341 | 1.06 | ||||
| 2025-08-13 | 13F | Valued Retirements, Inc. | 21,092 | -25.29 | 1,372 | -23.88 | ||||
| 2025-05-12 | 13F | Aveo Capital Partners, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-06 | 13F | True Wealth Design, LLC | 1,574 | 0.00 | 102 | 2.00 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 0 | -100.00 | 0 | |||||
| 2025-06-27 | NP | TRTY - Cambria Trinity ETF | 36,124 | -44.02 | 2,180 | -52.00 | ||||
| 2025-08-12 | 13F | Bravias Capital Group, LLC | 22,571 | -0.52 | 1,468 | 1.38 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 16,537 | 8.57 | 1,075 | 10.71 | ||||
| 2025-08-04 | 13F | Center for Financial Planning, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-01 | 13F | First National Bank Sioux Falls | 8,253 | 3.05 | 537 | 5.10 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 1,843 | 17.39 | 120 | 19.00 | ||||
| 2025-05-05 | 13F | Lindbrook Capital, Llc | 326 | 0.93 | 21 | -9.09 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-24 | 13F | MSH Capital Advisors LLC | 3,386 | 0.03 | 220 | 2.33 | ||||
| 2025-08-05 | 13F | Atlas Wealth LLC | 54,535 | 3,638 | ||||||
| 2025-07-11 | 13F | OxenFree Capital LLC | 8,730 | 0.48 | 568 | 14.08 | ||||
| 2025-05-14 | 13F | Joseph P. Lucia & Associates, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | UBS Group AG | 321,319 | -6.27 | 20,895 | -4.47 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 4,695 | -29.82 | 305 | -24.32 | ||||
| 2025-08-06 | 13F | 360 Financial, Inc. | 246,693 | 5.33 | 16,042 | 7.36 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 23,937 | -1.93 | 1,557 | -0.06 | ||||
| 2025-05-12 | 13F | Blueprint Investment Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-05-19 | 13F | Ubs Asset Management Americas Inc | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | LPL Financial LLC | 546,456 | -30.22 | 35,536 | -28.88 | ||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 236,710 | 8.26 | 15,393 | 10.35 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 683 | 44 | ||||||
| 2025-08-05 | 13F | Kesler, Norman & Wride, LLC | 58,592 | -0.08 | 3,810 | 1.84 | ||||
| 2025-07-16 | 13F | Meridian Financial, LLC | 13,634 | -0.45 | 887 | 1.49 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 367 | 0.00 | 24 | 0.00 | ||||
| 2025-08-05 | 13F | Harel Insurance Investments & Financial Services Ltd. | 7,000 | 204.35 | 0 | |||||
| 2025-07-18 | 13F | Dogwood Wealth Management LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 59,224 | 2.47 | 3,852 | 4.45 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 4,254 | -43.12 | 277 | -42.14 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 4,927 | 0.69 | 320 | 2.56 | ||||
| 2025-07-15 | 13F | Verum Partners LLC | 164,704 | -8.90 | 10,711 | -7.14 | ||||
| 2025-07-31 | 13F | Longview Financial Advisors, Inc. | 20,509 | -11.71 | 1,334 | -10.05 | ||||
| 2025-07-10 | 13F | Rfg Holdings, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 20,865 | 8.28 | 1,357 | 10.33 | ||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 4,673 | -3.85 | 304 | -2.26 | ||||
| 2025-07-14 | 13F | Sentinel Pension Advisors Inc | 8,232 | 1.37 | 535 | 3.28 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 157,916 | -1.62 | 10,269 | 0.28 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 1 | 0 | ||||||
| 2025-06-27 | NP | GAA - Cambria Global Asset Allocation ETF | 30,986 | 0.00 | 1,870 | -14.26 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 50,124 | -15.53 | 3,378 | -10.78 | ||||
| 2025-08-05 | 13F | Astra Wealth Partners LLC | 6,810 | -36.62 | 443 | -35.47 | ||||
| 2025-07-30 | NP | ENDW - Cambria Endowment Style ETF | 1,130 | 71 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 14,946 | -64.75 | 1 | -100.00 | ||||
| 2025-07-15 | 13F | DKM Wealth Management, Inc. | 124,843 | -8.58 | 8,119 | -6.82 | ||||
| 2025-07-24 | 13F | Costello Asset Management, INC | 22 | 0.00 | 1 | 0.00 | ||||
| 2025-04-25 | 13F | Almanack Investment Partners, LLC. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 3,302 | -19.11 | 215 | -17.69 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 0 | |||||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 112,900 | 28.16 | 7,342 | 30.62 | ||||
| 2025-05-14 | 13F | CIBC Private Wealth Group, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-04-30 | 13F | Allworth Financial LP | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 28,272 | 13.18 | 1,839 | 15.38 | ||||
| 2025-08-07 | 13F | BOK Financial Private Wealth, Inc. | 2,952 | 0.00 | 192 | 1.60 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 29,136 | 89.29 | 1,895 | 92.87 | ||||
| 2025-08-14 | 13F | Dagco, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 418 | 0.00 | 27 | 3.85 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 1,500 | 71.23 | 96 | 61.02 | ||||
| 2025-08-04 | 13F | JDM Financial Group LLC | 162 | 0.00 | 11 | 0.00 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 509,081 | 5.14 | 33,106 | 7.17 | ||||
| 2025-08-01 | 13F | Brinker Capital Investments, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 4,030 | -16.55 | 262 | -14.94 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 37 | 0.00 | 2 | 0.00 | ||||
| 2025-08-06 | 13F | Aspect Partners, LLC | 19,510 | 21.82 | 1,269 | 24.19 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 62,138 | -15.13 | 4 | 0.00 | ||||
| 2025-07-10 | 13F | Sharkey, Howes & Javer | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 195,999 | 25.68 | 12,746 | 28.10 | ||||
| 2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 4,407 | 0 | ||||||
| 2025-08-14 | 13F | Colony Group, LLC | 339,231 | -2.91 | 22,060 | -1.04 | ||||
| 2025-07-31 | 13F | Opus Capital Group, LLC | 223,534 | -0.20 | 15 | 0.00 | ||||
| 2025-05-14 | 13F | Orion Portfolio Solutions, LLC | 4,245 | 0.00 | 291 | 0.00 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 8,244 | 29.12 | 536 | 31.70 | ||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 14 | 0.00 | 1 | |||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 11,769 | -50.84 | 765 | -49.90 | ||||
| 2025-08-14 | 13F | Fmr Llc | 25 | 0.00 | 2 | 0.00 | ||||
| 2025-07-23 | 13F | Tcfg Wealth Management, Llc | 4,062 | 264 | ||||||
| 2025-07-30 | 13F | Evermay Wealth Management Llc | 0 | -100.00 | 0 | |||||
| 2025-04-01 | NP | GMOM - Cambria Global Momentum ETF | 90,949 | -2.92 | 6,402 | -2.42 | ||||
| 2025-07-11 | 13F | Kingstone Capital Partners Texas, LLC | 30,096 | 2 | ||||||
| 2025-08-12 | 13F | Intellus Advisors LLC | 475,582 | -3.96 | 30,927 | -2.10 | ||||
| 2025-08-14 | 13F | AllSquare Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | HighMark Wealth Management LLC | 51 | 0.00 | 3 | 0.00 | ||||
| 2025-05-06 | 13F | Quadrant Private Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Certified Advisory Corp | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Revolve Wealth Partners, LLC | 366,072 | 11.02 | 23,806 | 13.16 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 311,389 | 69.09 | 20,250 | 72.36 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 18,146 | -32.03 | 1,180 | -30.71 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 19,691 | -8.41 | 1,282 | -6.22 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 35,671 | -41.61 | 2,320 | -40.49 | ||||
| 2025-05-12 | 13F | Kohmann Bosshard Financial Services, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 38,340 | -12.96 | 2,493 | -11.28 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 82 | 0 | ||||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 213,537 | 8.09 | 13,886 | 10.17 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 82 | 5 | ||||||
| 2025-08-05 | 13F | Obermeyer Wood Investment Counsel, Lllp | 6,363 | 0.00 | 414 | 1.98 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 391,367 | -16.76 | 25 | -13.79 | ||||
| 2025-07-23 | 13F | Heck Capital Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Hrt Financial Lp | 3,678 | 0 | ||||||
| 2025-08-11 | 13F | Compass Capital Corp /ma/ /adv | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 14,860 | 3.07 | 966 | 5.11 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 5,955 | 0.00 | 387 | 2.11 | ||||
| 2025-07-24 | 13F/A | Mraz, Amerine & Associates, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 150 | 10 | ||||||
| 2025-04-16 | 13F | Accordant Advisory Group Inc | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Hubbell Strickland Wealth Management, LLC | 3,615 | 1.18 | 235 | 3.52 | ||||
| 2025-08-06 | 13F | Ethos Financial Group, LLC | 71,562 | 11.93 | 4,654 | 14.07 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 10,662 | 51.30 | 693 | 54.34 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 710 | 0.00 | 46 | 2.22 | ||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 5,228 | -7.73 | 340 | -6.09 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 14,323 | -1.53 | 931 | 0.32 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 1,000 | 65 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 29,514 | -14.10 | 1,919 | -12.45 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 1,164 | -80.07 | 76 | -79.84 | ||||
| 2025-07-14 | 13F | Southland Equity Partners LLC | 17,146 | 7.55 | 1,115 | 9.64 | ||||
| 2025-07-23 | 13F | Pure Portfolios Holdings Llc | 31,237 | -7.21 | 2,031 | -5.40 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | Smith, Moore & Co. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-15 | 13F | Sheets Smith Wealth Management | 22,299 | -2.79 | 1,450 | -0.89 | ||||
| 2025-05-14 | 13F | Caitlin John, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Rps Advisory Solutions Llc | 8,936 | 581 | ||||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 16,483 | 0.00 | 1,072 | 1.90 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 21,753 | -9.47 | 1,415 | -7.70 | ||||
| 2025-07-15 | 13F | Financial Partners Group, Inc | 17,684 | -33.98 | 1,150 | -32.67 | ||||
| 2025-04-11 | 13F | Godsey & Gibb Associates | 0 | -100.00 | 0 | |||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | Van Hulzen Asset Management, LLC | 5,720 | 5.19 | 372 | 7.23 | ||||
| 2025-08-11 | 13F | Baldwin Investment Management, LLC | 4,213 | 0.48 | 274 | 2.25 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 4,849 | -17.04 | 315 | -15.32 | ||||
| 2025-04-29 | 13F | U.S. Capital Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Genesis Wealth Advisors, LLC | 6,078 | 0.00 | 395 | 2.07 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 31,334 | -32.79 | 2 | 0.00 | ||||
| 2025-05-15 | 13F | Mariner, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 60,461 | -18.74 | 3,932 | -17.19 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 160 | -93.15 | 10 | -93.24 | ||||
| 2025-07-23 | 13F | Ameliora Wealth Management Ltd. | 303 | -96.53 | 20 | -96.58 | ||||
| 2025-07-11 | 13F | Compass Ion Advisors, LLC | 9,876 | -40.41 | 642 | -39.26 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 59,297 | -5.20 | 3,856 | -3.36 | ||||
| 2025-07-09 | 13F | Fermata Advisors, LLC | 129,641 | -8.37 | 8,431 | -6.60 | ||||
| 2025-08-06 | 13F | Summit Wealth & Retirement Planning, Inc. | 17,151 | 5.30 | 1,115 | 7.31 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 153 | 0.00 | 10 | 0.00 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 19,467 | -1.77 | 1,266 | 0.08 | ||||
| 2025-04-18 | 13F | Edge Financial Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 540 | 0.00 | 35 | 2.94 | ||||
| 2025-07-21 | 13F | TFG Advisers LLC | 11,627 | -4.15 | 756 | -2.33 | ||||
| 2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 4,379 | -15.46 | 285 | -13.94 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | LGT Financial Advisors LLC | 1 | -80.00 | 0 | |||||
| 2025-07-09 | 13F | Breakwater Capital Group | 98,757 | -22.86 | 6,422 | -21.38 | ||||
| 2025-07-17 | 13F | Smith Anglin Financial, LLC | 38,963 | -60.67 | 2,534 | -59.93 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 6,524 | -8.25 | 424 | -6.19 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 46 | 0.00 | 3 | -33.33 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 1,015 | 1,620.34 | 66 | 2,100.00 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 1,986 | -28.10 | 129 | -26.70 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 13,487 | 0.96 | 908 | 12.94 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 21,451 | -23.34 | 1,395 | -21.90 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 4,543 | -57.82 | 295 | -57.06 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 150,310 | -40.78 | 10 | -43.75 | ||||
| 2025-08-05 | 13F | ALM First Financial Advisors, LLC | 236,286 | 0.00 | 14,492 | 1.93 | ||||
| 2025-08-07 | 13F | 49 Wealth Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4,619 | 0.00 | 300 | 2.04 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 79,330 | -51.60 | 5,159 | -50.66 | ||||
| 2025-08-01 | 13F | MorganRosel Wealth Management, LLC | 3,269 | 0.00 | 213 | 1.92 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 422 | -18.53 | 27 | -18.18 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 120 | 0.00 | 8 | 0.00 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 5,524 | 359 | ||||||
| 2025-07-18 | 13F | Truist Financial Corp | 44,445 | 8.58 | 2,890 | 10.69 | ||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 9,100 | 5.53 | 592 | 7.45 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 307,825 | -26.66 | 20,018 | -25.25 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 22,097 | 10.17 | 1,437 | 12.28 | ||||
| 2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 3,630 | 0.00 | 236 | -4.84 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 240,931 | -2.40 | 15,668 | -0.51 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 15,180 | -0.52 | 987 | 1.44 | ||||
| 2025-08-06 | 13F | ZEGA Investments, LLC | 8,170 | 27.90 | 531 | 30.47 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 102,198 | 33.41 | 6,646 | 35.97 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 17,569 | 39.79 | 1,143 | 42.57 | ||||
| 2025-08-11 | 13F | Comprehensive Wealth Management, LLC | 6,943 | -44.97 | 452 | -43.91 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 4,635 | 0.46 | 301 | 2.38 | ||||
| 2025-07-29 | 13F | Manchester Financial Inc | 27,050 | -44.36 | 1,759 | -43.28 | ||||
| 2025-08-13 | 13F | Cambria Investment Management, L.P. | 81,862 | -7.64 | 5,323 | -7.75 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 1,500 | 129.71 | 98 | 120.45 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 173 | 0.00 | 11 | 0.00 | ||||
| 2025-08-14 | 13F | CoreFirst Bank & Trust | 70 | 5 | ||||||
| 2025-05-19 | 13F/A | Jane Street Group, Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Comerica Bank | 3,073 | -25.76 | 200 | -24.62 | ||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 8,460 | -81.89 | 1 | -100.00 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 102,480 | -18.55 | 6,664 | -16.97 |
