Mga Batayang Estadistika
| Pemilik Institusional | 278 total, 278 long only, 0 short only, 0 long/short - change of -6.71% MRQ |
| Alokasi Portofolio Rata-rata | 0.6241 % - change of -24.38% MRQ |
| Saham Institusional (Jangka Panjang) | 98,704,532 (ex 13D/G) - change of -19.68MM shares -16.63% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 2,353,805 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
First Trust Exchange-Traded Fund VIII - First Trust TCW Unconstrained Plus Bond ETF (US:UCON) memiliki 278 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 98,704,532 saham. Pemegang saham terbesar meliputi LPL Financial LLC, Morgan Stanley, Wells Fargo & Company/mn, Royal Bank Of Canada, Bank Of America Corp /de/, Ameriprise Financial Inc, Harbour Investments, Inc., HighTower Advisors, LLC, Envestnet Asset Management Inc, and Raymond James Financial Inc .
Struktur kepemilikan institusional First Trust Exchange-Traded Fund VIII - First Trust TCW Unconstrained Plus Bond ETF (ARCA:UCON) 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 25.15 / share. Previously, on September 9, 2024, the share price was 25.14 / share. This represents an increase of 0.02% over that period.
Skor Sentimen Dana
Skor Sentimen Dana (sebelumnya dikenal sebagai Skor Akumulasi Kepemilikan) menemukan saham-saham yang paling banyak dibeli oleh dana. Ini adalah hasil dari model kuantitatif multi-faktor yang canggih yang mengidentifikasi perusahaan dengan tingkat akumulasi institusional tertinggi. Model penilaian menggunakan kombinasi dari total peningkatan pemilik yang diungkapkan, perubahan dalam alokasi portofolio pada pemilik tersebut, dan metrik lainnya. Angka berkisar dari 0 hingga 100, dengan angka yang lebih tinggi menunjukkan tingkat akumulasi yang lebih tinggi dibandingkan dengan perusahaan sejenisnya, dan 50 adalah rata-ratanya.
Frekuensi Pembaruan: Setiap Hari
Lihat Ownership Explorer, yang menyediakan daftar perusahaan dengan peringkat tertinggi.
Rasio Put/Call Institusional
Selain melaporkan isu ekuitas dan utang standar, institusi dengan aset di bawah manajemen lebih dari 100 juta dolar AS juga harus mengungkapkan kepemilikan opsi put dan call mereka. Karena opsi put umumnya menunjukkan sentimen negatif, dan opsi call menunjukkan sentimen positif, kita dapat mengetahui sentimen institusional secara keseluruhan dengan memplot rasio put terhadap call. Grafik di sebelah kanan memplot rasio put/call historis untuk instrumen ini.
Menggunakan Rasio Put/Call sebagai indikator sentimen investor mengatasi salah satu kekurangan utama dari penggunaan total kepemilikan institusional, yaitu sejumlah besar aset yang dikelola diinvestasikan secara pasif untuk melacak indeks. Dana yang dikelola secara pasif biasanya tidak membeli opsi, sehingga indikator rasio put/call lebih akurat dalam melacak sentimen dana yang dikelola secara aktif.
Pengajuan 13F dan NPORT
Detail pada pengajuan 13F tersedia gratis. Detail pada pengajuan NP memerlukan keanggotaan premium. Baris berwarna hijau menunjukkan posisi baru. Baris berwarna merah menunjukkan posisi yang sudah ditutup. Klik tautan ini ikon untuk melihat riwayat transaksi selengkapnya.
Tingkatkan
untuk membuka data premium dan mengekspor ke Excel 
.
| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-28 | 13F | Lunt Capital Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | PFG Advisors | 288,901 | 6.65 | 7,191 | 7.25 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 4,588 | 2,289.58 | 114 | 2,750.00 | ||||
| 2025-03-12 | 13F/A | Private Capital Management Llc | 88,916 | 0.09 | 2,174 | -0.55 | ||||
| 2025-08-14 | 13F | Clg Llc | 35,276 | -45.64 | 878 | -45.33 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 16,733 | 416 | ||||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 27,319 | 45.09 | 680 | 45.71 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 9,460 | -95.78 | 235 | -95.76 | ||||
| 2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 290,312 | -4.67 | 7,226 | -4.14 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Sumitomo Mitsui Financial Group, Inc. | 0 | -100.00 | 0 | |||||
| 2025-05-09 | 13F | Citizens Financial Group Inc/ri | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 8,932 | -14.05 | 222 | -13.62 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 30,819 | -27.29 | 767 | -26.88 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 435,319 | -6.10 | 10,835 | -5.57 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 17,332 | -29.96 | 431 | -29.74 | ||||
| 2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 8,705 | -35.30 | 217 | -35.14 | ||||
| 2025-07-23 | 13F | Bellevue Asset Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | EdgeRock Capital LLC | 656,393 | -3.90 | 16,344 | -3.32 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 0 | -100.00 | 0 | |||||
| 2025-07-01 | 13F | Park National Corp /oh/ | 743,574 | -15.92 | 18,508 | -15.44 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 20,654 | 8.65 | 514 | 9.36 | ||||
| 2025-07-23 | 13F | Steel Peak Wealth Management LLC | 11,736 | -7.47 | 292 | -6.71 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 275,756 | -2.56 | 6,864 | -2.01 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 756,286 | -14.01 | 18,824 | -13.52 | ||||
| 2025-04-28 | 13F | Great Point Wealth Advisors, LLC | 699,400 | 26.55 | 17,310 | 27.07 | ||||
| 2025-07-25 | 13F | Commonwealth Financial Services, LLC | 692,946 | -2.99 | 17,247 | -2.44 | ||||
| 2025-08-14 | 13F | Comerica Bank | 64,314 | -37.76 | 1,601 | -37.43 | ||||
| 2025-07-14 | 13F | Capital CS Group, LLC | 90,199 | -7.23 | 2,245 | -6.69 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 113,226 | 103.35 | 3 | 100.00 | ||||
| 2025-07-15 | 13F | McCarthy & Cox | 53,731 | -92.75 | 1,337 | -92.71 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 1,614,739 | 2.55 | 40,192 | 3.13 | ||||
| 2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 196,457 | -7.04 | 4,890 | -6.14 | ||||
| 2025-05-06 | 13F | Madison Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | SlateStone Wealth, LLC | 384,965 | -7.50 | 10 | -10.00 | ||||
| 2025-08-14 | 13F | Bramshill Investments, LLC | 60,000 | -66.67 | 1,493 | -66.49 | ||||
| 2025-08-04 | 13F | Merkkuri Wealth Advisors LLC | 14,969 | -2.99 | 373 | -2.36 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 44,122 | -15.21 | 1,098 | -14.69 | ||||
| 2025-08-13 | 13F | Truvestments Capital Llc | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | EWG Elevate Inc. | 65,879 | -0.59 | 1,640 | -0.06 | ||||
| 2025-04-07 | 13F | GoalVest Advisory LLC | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Morgan Stanley | 7,197,054 | -0.71 | 179,135 | -0.15 | ||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 276,854 | 116.76 | 6,891 | 117.97 | ||||
| 2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 12,186 | 20.96 | 303 | 21.69 | ||||
| 2025-07-16 | 13F | MBE Wealth Management, LLC | 43,830 | -62.85 | 1,091 | -62.67 | ||||
| 2025-07-16 | 13F | Octavia Wealth Advisors, LLC | 11,011 | -0.16 | 274 | 0.74 | ||||
| 2025-08-12 | 13F | Entruity Wealth, LLC | 225,970 | 6.51 | 5,624 | 7.12 | ||||
| 2025-08-14 | 13F | Stonehaven Wealth & Tax Solutions, Llc | 245,652 | 3.16 | 6,114 | 3.75 | ||||
| 2025-08-06 | 13F | Tradewinds, LLC. | 14,969 | 373 | ||||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 0 | -100.00 | 0 | |||||
| 2025-04-09 | 13F | Quad-Cities Investment Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Blackhawk Capital Partners LLC. | 29,644 | 6.06 | 738 | 6.66 | ||||
| 2025-08-11 | 13F | Root Financial Partners, LLC | 9,610 | -60.46 | 239 | -60.23 | ||||
| 2025-07-29 | 13F | Fundamentun, Llc | 221,271 | 28.50 | 5,507 | 29.24 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 571,257 | -4.21 | 14,219 | -3.67 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 66,051 | -6.89 | 1,644 | -6.32 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Titleist Asset Management, Llc | 8,195 | 204 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 55,264 | -11.49 | 1,376 | -11.00 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 53,635 | 4.14 | 1,335 | 4.71 | ||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 33,589 | -3.68 | 836 | -3.13 | ||||
| 2025-07-10 | 13F | Redhawk Wealth Advisors, Inc. | 189,841 | -35.66 | 4,725 | -35.29 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 17,611 | -6.12 | 438 | -5.19 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 838,239 | 3.40 | 20,864 | 3.98 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 21,808 | -93.34 | 543 | -93.31 | ||||
| 2025-07-24 | 13F | Etesian Wealth Advisors, Inc. | 507,151 | 11.13 | 12,623 | 11.75 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 19,747 | 2.56 | 492 | 3.15 | ||||
| 2025-08-15 | 13F | Puff Wealth Management, Llc | 78,557 | -5.13 | 1,955 | -4.59 | ||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 75,881 | -22.23 | 1,889 | -21.79 | ||||
| 2025-08-13 | 13F | BlackDiamond Wealth Management Inc. | 161,576 | -2.03 | 4,020 | -1.23 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 778,630 | 18.59 | 19,380 | 19.26 | ||||
| 2025-07-23 | 13F | RiverTree Advisors, LLC | 8,699 | -40.81 | 217 | -40.50 | ||||
| 2025-08-13 | 13F | Maia Wealth LLC | 20,250 | -1.93 | 504 | -0.59 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 16,262 | 1.33 | 0 | |||||
| 2025-08-28 | 13F/A | Tolleson Wealth Management, Inc. | 328,915 | 15.72 | 8,187 | 16.38 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 70,319 | -4.88 | 1,750 | -4.32 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | Christopher J. Hasenberg, Inc | 30,926 | -97.62 | 770 | -97.61 | ||||
| 2025-08-06 | 13F | OneAscent Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 33,399 | 831 | ||||||
| 2025-05-15 | 13F | Williams & Novak, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 189,612 | -64.20 | 4,719 | -64.00 | ||||
| 2025-08-11 | 13F | Morling Financial Advisors, LLC | 16,869 | -98.67 | 420 | -98.67 | ||||
| 2025-07-29 | 13F | AssuredPartners Investment Advisors, LLC | 45,250 | -63.94 | 1,126 | -63.74 | ||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | First Pacific Financial | 3,396 | -98.94 | 85 | -98.94 | ||||
| 2025-07-29 | 13F | Financial Futures Ltd Liability Co. | 54,763 | -87.18 | 1,363 | -87.11 | ||||
| 2025-05-14 | 13F | First Trust Advisors Lp | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 166,175 | -49.03 | 4,136 | -48.72 | ||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 430,203 | -61.18 | 10,708 | -60.96 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 432,079 | 7.21 | 10,754 | 7.82 | ||||
| 2025-07-29 | 13F | Huntleigh Advisors, Inc. | 15,932 | 16.84 | 397 | 17.51 | ||||
| 2025-08-07 | 13F | Lakeridge Wealth Management LLC | 24,862 | 0.00 | 619 | 0.49 | ||||
| 2025-04-24 | 13F | Elevated Capital Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | HCR Wealth Advisors | 29,818 | 147.39 | 742 | 148.99 | ||||
| 2025-07-24 | 13F | Live Oak Investment Partners | 296,599 | 7,382 | ||||||
| 2025-07-15 | 13F | Axis Wealth Partners, LLC | 12,067 | 4.20 | 300 | 4.90 | ||||
| 2025-07-22 | 13F | Ellenbecker Investment Group | 22,056 | -39.56 | 549 | -39.31 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 462,516 | -3.74 | 11,512 | -3.20 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 387,317 | 1.44 | 9,640 | 2.02 | ||||
| 2025-07-29 | 13F | Balboa Wealth Partners | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Maseco Llp | 1,647 | 41 | ||||||
| 2025-07-18 | 13F | Philip James Wealth Mangement, LLC | 319,333 | 0.50 | 7,948 | 1.08 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 660,003 | -6.11 | 16,427 | -5.58 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 1,816 | 0.00 | 45 | 2.27 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 12,413 | 0.05 | 308 | 0.98 | ||||
| 2025-07-30 | 13F | TFB Advisors LLC | 15,798 | -7.16 | 393 | -6.65 | ||||
| 2025-05-09 | 13F | GeoWealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Mather Group, Llc. | 289,129 | 0.85 | 7,196 | 1.42 | ||||
| 2025-07-14 | 13F | Signature Securities Group Corporation | 23,110 | -3.49 | 575 | -2.87 | ||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 743,443 | 1.00 | 18,504 | 1.57 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 587,966 | 1.18 | 14,634 | 1.75 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 34,727 | -74.94 | 864 | -74.80 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 15,103 | -24.67 | 376 | -24.40 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 670,798 | 0.93 | 16,696 | 1.50 | ||||
| 2025-08-11 | 13F | Mach-1 Financial Group, Inc. | 363,819 | 14.98 | 9,055 | 15.63 | ||||
| 2025-08-14 | 13F | Sequent Planning LLC | 107,667 | 2.15 | 2,680 | 2.72 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 395,267 | 40.36 | 10 | 50.00 | ||||
| 2025-07-17 | 13F | Oakworth Capital, Inc. | 237 | 0.00 | 6 | 0.00 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 16,797 | 4.99 | 418 | 5.82 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 117,571 | 38.84 | 2,919 | 39.33 | ||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 48,343 | -28.08 | 1,203 | -27.66 | ||||
| 2025-08-07 | 13F | Sollinda Capital Management LLC | 92,374 | 2,299 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 1,610,565 | -19.41 | 40,087 | -18.95 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 447,389 | 95.52 | 11,136 | 96.63 | ||||
| 2025-07-25 | 13F | Wealth Advisory Team LLC | 314,692 | 7,833 | ||||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 275,478 | -1.37 | 6,857 | -0.81 | ||||
| 2025-04-29 | 13F | Pensionmark Financial Group, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Chilton Capital Management Llc | 3,295 | 82 | ||||||
| 2025-08-04 | 13F | Impact Partnership Wealth, LLC | 33,184 | 16.73 | 826 | 17.35 | ||||
| 2025-08-12 | 13F | Indie Asset Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Beckerman Institutional, LLC | 15,007 | -63.56 | 0 | -100.00 | ||||
| 2025-07-30 | 13F | Retirement Planning Group | 57,423 | -53.48 | 1,429 | -53.21 | ||||
| 2025-08-01 | 13F | Winebrenner Capital Management Llc | 26,352 | 0.02 | 656 | 0.46 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 9,018 | 9.16 | 224 | 9.80 | ||||
| 2025-07-09 | 13F | GSG Advisors LLC | 248,414 | -1.04 | 6,183 | -0.03 | ||||
| 2025-08-14 | 13F | Harvest Investment Services, LLC | 28,313 | -1.13 | 705 | -0.56 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 83 | 0.00 | 0 | |||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 132,105 | -23.23 | 3,288 | -22.80 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 61,926 | -1.97 | 1,541 | -1.41 | ||||
| 2025-05-29 | NP | FFSAX - Touchstone Flexible Income Fund Class A | 60,000 | 1,485 | ||||||
| 2025-08-05 | 13F | Sigma Planning Corp | 120,619 | -52.01 | 3,002 | -51.74 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 25,325 | -4.04 | 630 | -3.52 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 1,562 | 39 | ||||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 173,543 | -4.30 | 4,319 | -3.74 | ||||
| 2025-07-08 | 13F | GK Wealth Management LLC | 13,198 | -14.13 | 328 | -13.68 | ||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 225,734 | 9.06 | 5,619 | 9.68 | ||||
| 2025-07-15 | 13F | Total Wealth Planning, Llc | 17,605 | 7.35 | 438 | 8.15 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 137,710 | -3.28 | 3,428 | -2.75 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 663,387 | 153.07 | 16,512 | 154.52 | ||||
| 2025-08-11 | 13F | Elequin Capital Lp | 15,763 | -94.23 | 392 | -94.20 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 34,530 | 202.52 | 859 | 204.61 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 1,285,879 | -37.21 | 32 | -36.00 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 2,208,213 | -19.46 | 54,962 | -19.00 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 11,116,589 | -10.47 | 276,692 | -9.96 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 4,075,466 | 6.71 | 101,438 | 7.31 | ||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 161,679 | 55.51 | 4,024 | 56.39 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 41,119 | -6.31 | 1,023 | -5.80 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 123 | 515.00 | 3 | |||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 723 | 99.17 | 0 | |||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 15,210 | 5.62 | 0 | |||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 148,140 | -3.57 | 3,687 | -3.02 | ||||
| 2025-08-06 | 13F | Bensler, LLC | 957,606 | 12.65 | 23,835 | 13.28 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 353,222 | -21.10 | 8,792 | -20.66 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 76 | -3.80 | 2 | -88.89 | ||||
| 2025-07-14 | 13F | Iams Wealth Management, Llc | 16,773 | -14.18 | 417 | -13.66 | ||||
| 2025-07-07 | 13F | TruWealth Advisors, LLC | 731,742 | 0.11 | 18,213 | 0.67 | ||||
| 2025-05-08 | 13F | Armis Advisers, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 432,123 | -0.86 | 10,756 | -0.30 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 86,930 | -20.92 | 2,164 | -20.48 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 641,901 | -12.49 | 15,977 | -11.99 | ||||
| 2025-07-17 | 13F | XML Financial, LLC | 308,674 | 0.10 | 7,683 | 0.66 | ||||
| 2025-07-21 | 13F | Clarity Capital Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 10,273 | -54.93 | 256 | -54.79 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 4,665 | 52.40 | 115 | 52.00 | ||||
| 2025-08-04 | 13F | Migdal Insurance & Financial Holdings Ltd. | 4,080 | 0.00 | 0 | |||||
| 2025-07-15 | 13F | McAdam, LLC | 10,148 | -5.27 | 253 | -4.91 | ||||
| 2025-08-04 | 13F | Capital Performance Advisors Llp | 323,256 | 36.56 | 8,046 | 37.33 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 32,261 | 18.40 | 803 | 19.52 | ||||
| 2025-07-09 | 13F | Inspirion Wealth Advisors, Llc | 18,907 | -5.33 | 471 | -4.86 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 160,468 | -5.71 | 3,994 | -5.15 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 324,944 | 8.90 | 8,088 | 9.51 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 522,902 | 0.13 | 13,015 | 0.70 | ||||
| 2025-05-15 | 13F | Hrt Financial Lp | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Chiron Capital Management, Llc | 13,162 | -23.31 | 328 | -22.88 | ||||
| 2025-07-30 | 13F | Chokshi & Queen Wealth Advisors, Inc | 12,367 | 16.82 | 308 | 17.18 | ||||
| 2025-08-05 | 13F | Lord & Richards Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 31,269 | -3.59 | 1 | |||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 152,345 | 9.75 | 4 | 0.00 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 638,582 | 10.18 | 15,894 | 10.81 | ||||
| 2025-08-01 | 13F | Brinker Capital Investments, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 1 | -98.82 | 0 | -100.00 | ||||
| 2025-08-07 | 13F | Fagan Associates, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 47,969 | 0.50 | 1,194 | 1.02 | ||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 79,504 | 0.03 | 1,979 | 0.56 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 4,058 | -31.51 | 101 | -31.51 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 378 | 9 | ||||||
| 2025-08-05 | 13F | Navalign, LLC | 546,058 | -4.86 | 13,591 | -4.32 | ||||
| 2025-08-06 | 13F | Horan Securities, Inc. | 20,416 | 3.34 | 508 | 4.10 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 240,141 | 6.57 | 5,977 | 7.17 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 5,297,031 | 3.71 | 131,843 | 4.30 | ||||
| 2025-08-14 | 13F | Certified Advisory Corp | 350,088 | -2.25 | 8,714 | -1.69 | ||||
| 2025-07-15 | 13F | tru Independence LLC | 13,765 | -13.54 | 343 | -13.20 | ||||
| 2025-07-17 | 13F | Wagner Wealth Management, Llc | 805,495 | -63.66 | 20,049 | -63.45 | ||||
| 2025-08-13 | 13F | Virtue Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 470,634 | 2.52 | 11,676 | 2.94 | ||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 276,854 | 83.17 | 6,891 | 84.52 | ||||
| 2025-05-15 | 13F | National Wealth Management Group, LLC | 10,357 | -6.38 | 256 | -5.88 | ||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 353,683 | -6.81 | 8,803 | -5.90 | ||||
| 2025-08-12 | 13F | Spectrum Wealth Advisory Group, LLC | 683,331 | 79.41 | 17,008 | 80.44 | ||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 11,793 | 294 | ||||||
| 2025-09-03 | 13F | Q3 Asset Management | 17,486 | -19.42 | 0 | |||||
| 2025-04-08 | 13F | Private Client Services, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 13,291 | 0.99 | 331 | 1.53 | ||||
| 2025-07-30 | 13F | Bleakley Financial Group, LLC | 280,562 | 3.75 | 6,983 | 4.33 | ||||
| 2025-08-11 | 13F | Hexagon Capital Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 319,168 | 4.55 | 7,944 | 5.15 | ||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 8,341 | 0.99 | 208 | 1.47 | ||||
| 2025-07-08 | 13F | Goldstone Financial Group, LLC | 287,618 | -2.05 | 7,147 | -1.65 | ||||
| 2025-05-01 | 13F | Grant/GrossMendelsohn, LLC | 11,386 | 0.00 | 281 | 0.36 | ||||
| 2025-04-14 | 13F | CGC Financial Services, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | PKS Advisory Services, LLC | 72,278 | 45.85 | 1,799 | 46.66 | ||||
| 2025-08-11 | 13F | CBIZ Investment Advisory Services, LLC | 601 | 0.84 | 15 | 0.00 | ||||
| 2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 44,162 | 26.25 | 1,099 | 27.05 | ||||
| 2025-07-28 | 13F | Holistic Planning, LLC | 16,662 | 7.72 | 415 | 8.38 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 1,255,258 | 20.63 | 31 | 24.00 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 1,246,483 | 5.24 | 30,801 | 5.62 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 51,887 | 7.82 | 1 | 0.00 | ||||
| 2025-04-30 | 13F | CFO4Life Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 3,987 | 365.77 | 99 | 371.43 | ||||
| 2025-08-15 | 13F | Keel Point, LLC | 202,658 | -0.22 | 5,044 | 0.36 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 136,313 | 12.10 | 3,393 | 12.73 | ||||
| 2025-05-12 | 13F | Benjamin Edwards Inc | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 467,120 | -4.63 | 11,627 | -4.09 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 931 | 0.00 | 23 | 0.00 | ||||
| 2025-07-31 | 13F | AlTi Global, Inc. | 0 | -100.00 | 0 | |||||
| 2025-04-23 | 13F | GHP Investment Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | Chris Bulman Inc | 18,130 | 2.80 | 451 | 3.44 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 221,001 | 0.61 | 5,510 | 2.08 | ||||
| 2025-05-07 | 13F | N.E.W. Advisory Services LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 149,890 | -70.24 | 3,732 | -70.08 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 386,294 | -4.53 | 9,615 | -3.99 | ||||
| 2025-05-14 | 13F | Per Stirling Capital Management, LLC. | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 66,177 | 25.69 | 1,647 | 26.40 | ||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 389,311 | 776.39 | 12,380 | 1,026.48 | ||||
| 2025-05-14 | 13F | Change Path, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Stonebridge Financial Planning Group, LLC | 60,645 | 37.26 | 1,509 | 38.06 | ||||
| 2025-07-24 | 13F | Bernard Wealth Management Corp. | 110 | 0.00 | 3 | 0.00 | ||||
| 2025-04-10 | 13F | Freedom Financial Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-07-03 | 13F | TrueWealth Advisors, LLC | 236,886 | 18.68 | 5,896 | 19.35 | ||||
| 2025-07-07 | 13F | O'Connor Financial Group LLC | 0 | -100.00 | 0 | |||||
| 2025-05-14 | 13F | Orion Portfolio Solutions, LLC | 8,153 | 0.00 | 201 | 0.00 | ||||
| 2025-07-25 | 13F | Northwest Capital Management Inc | 28,574 | -39.50 | 711 | -39.13 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 25,987 | 4.23 | 647 | 5.21 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 5,606 | 10.62 | 140 | 11.20 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 19,325 | -52.20 | 481 | -52.00 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 15,996 | -44.77 | 398 | -44.41 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 362,234 | 1.60 | 9 | 12.50 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 9,568 | 9.34 | 238 | 10.19 | ||||
| 2025-07-24 | 13F | Columbia Advisory Partners Llc | 54,186 | -4.47 | 1,349 | -3.92 | ||||
| 2025-04-10 | 13F | Fermata Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 1,215,267 | -3.81 | 30,248 | -3.27 | ||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 17,273 | -97.55 | 430 | -97.54 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 10,000 | 0.00 | 0 | |||||
| 2025-05-12 | 13F | Fmr Llc | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 97,646 | -36.88 | 2,430 | -36.54 | ||||
| 2025-08-29 | NP | BRMSX - Bramshill Income Performance Fund Institutional Class | 60,000 | 0.00 | 1,493 | 0.54 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 111,560 | -8.48 | 2,777 | -8.02 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 239,994 | 2.94 | 5,973 | 3.52 | ||||
| 2025-04-21 | 13F | PSI Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Flynn Zito Capital Management, Llc | 24,540 | 3.54 | 611 | 4.10 | ||||
| 2025-07-23 | 13F | Prasad Wealth Partners, LLC | 330,503 | -26.02 | 8,226 | -25.60 | ||||
| 2025-08-13 | 13F | Holos Integrated Wealth LLC | 529,816 | -1.17 | 13,203 | -0.48 | ||||
| 2025-07-23 | 13F | Gentry Private Wealth, Llc | 20,988 | -10.46 | 522 | -10.00 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 948,605 | 13.66 | 23,611 | 14.30 | ||||
| 2025-05-13 | 13F | Hartland & Co., LLC | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | Truist Financial Corp | 1,899,046 | 2.82 | 47,267 | 3.40 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 2,757,884 | 8.53 | 68,623 | 9.08 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 2,460 | 0.00 | 61 | 1.67 | ||||
| 2025-07-09 | 13F | Beacon Financial Group | 219,131 | -9.68 | 5,454 | -9.16 | ||||
| 2025-08-01 | 13F | Transcend Wealth Collective, Llc | 48,031 | 1,195 | ||||||
| 2025-08-04 | 13F | Econ Financial Services Corp | 110,817 | -4.55 | 2,758 | -4.00 | ||||
| 2025-08-05 | 13F | Holistic Financial Partners | 351,966 | 60.28 | 8,760 | 61.21 | ||||
| 2025-08-15 | 13F | Asset Allocation Strategies LLC | 15,260 | -18.57 | 380 | -18.14 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 4,889 | 0.41 | 122 | 0.83 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 11,386 | 0.00 | 283 | 0.71 | ||||
| 2025-08-06 | 13F | Fairway Financial, LLC | 123,185 | -1.55 | 3,066 | -0.97 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 2,472 | 62 | ||||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 1,673 | 42 | ||||||
| 2025-08-08 | 13F | Collaborative Wealth Managment Inc. | 74,379 | 157.96 | 1,851 | 159.61 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 2,290,978 | 2.16 | 57,022 | 2.74 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 196,194 | -32.91 | 4,883 | -32.54 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 100,567 | -5.62 | 2,503 | -5.08 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 394,462 | 3.83 | 9,814 | 4.28 | ||||
| 2025-08-08 | 13F | Atlantic Trust, LLC | 206 | 0.00 | 5 | 0.00 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 302,651 | 12.60 | 7,533 | 13.23 | ||||
| 2025-08-13 | 13F | Legacy Capital Wealth Partners, LLC | 48,029 | -5.90 | 1,195 | -5.38 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 45,666 | 12.22 | 1,137 | 12.81 | ||||
| 2025-07-24 | 13F | Wealth Management Resources, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 79,556 | 2.88 | 1,980 | 3.50 | ||||
| 2025-04-17 | 13F | Authentikos Wealth Advisory, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | Defined Wealth Management, Llc | 104,676 | 3.37 | 2,605 | 3.95 | ||||
| 2025-08-14 | 13F | UBS Group AG | 629,157 | -93.11 | 15,660 | -93.07 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 533 | 1.14 | 13 | 0.00 | ||||
| 2025-05-01 | 13F | High Note Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-26 | 13F | Claris Financial LLC | 0 | -100.00 | 0 | |||||
| 2025-04-10 | 13F | Veracity Capital LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Archetype Wealth Partners | 96,499 | 1.10 | 2 | 0.00 | ||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 341,226 | -26.65 | 8,493 | -26.25 | ||||
| 2025-08-14 | 13F | Betterment LLC | 18,529 | 88.30 | 0 | |||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 1,041,178 | 11.80 | 25,915 | 12.43 | ||||
| 2025-07-22 | 13F | Ergawealth Advisors, Inc. | 12,731 | -3.56 | 317 | -3.07 | ||||
| 2025-07-22 | 13F | Siligmueller & Norvid Wealth Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-08-18 | 13F | Tactive Advisors, LLC | 87,881 | 40.45 | 2,187 | 42.11 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 439,861 | -6.85 | 10,948 | -6.32 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 573,233 | 12.31 | 14,268 | 12.94 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 364,676 | 10.74 | 9,077 | 11.36 | ||||
| 2025-07-18 | 13F | Vicus Capital | 17,159 | -94.70 | 427 | -94.67 | ||||
| 2025-07-25 | NP | LALT - First Trust Multi-Strategy Alternative ETF | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 16,502 | 0.93 | 411 | 1.49 | ||||
| 2025-08-13 | 13F | Millington Financial Advisors, LLC | 8,482 | -8.53 | 210 | -7.49 | ||||
| 2025-05-05 | 13F | PCG Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | VisionPoint Advisory Group, LLC | 22,134 | 551 | ||||||
| 2025-07-16 | 13F | American National Bank | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1,943,922 | -0.96 | 48,384 | -0.40 | ||||
| 2025-07-25 | 13F | Apollon Financial, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Assetmark, Inc | 13,029 | -9.31 | 324 | -8.73 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 936,102 | 1.53 | 23,300 | 2.10 | ||||
| 2025-07-21 | 13F | Fairvoy Private Wealth, LLC | 17,640 | -2.22 | 439 | -1.57 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 460 | 0.00 | 11 | 0.00 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 2,664,732 | -20.07 | 66,325 | -19.62 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 3,739,437 | -10.78 | 93,075 | -10.28 | ||||
| 2025-07-15 | 13F | BKA Wealth Consulting, Inc. | 425,129 | -2.77 | 10,581 | -2.22 |
