Mga Batayang Estadistika
| Pemilik Institusional | 218 total, 218 long only, 0 short only, 0 long/short - change of 7.32% MRQ |
| Alokasi Portofolio Rata-rata | 0.7960 % - change of -0.05% MRQ |
| Saham Institusional (Jangka Panjang) | 111,449,865 (ex 13D/G) - change of 21.69MM shares 24.17% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 3,809,304 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
Victory Portfolios II - VictoryShares Free Cash Flow ETF (US:VFLO) memiliki 218 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 111,449,865 saham. Pemegang saham terbesar meliputi Bank Of America Corp /de/, LPL Financial LLC, Morgan Stanley, Allworth Financial LP, Northwestern Mutual Wealth Management Co, Wells Fargo & Company/mn, Victory Capital Management Inc, Raymond James Financial Inc, Annex Advisory Services, LLC, and Miracle Mile Advisors, LLC .
Struktur kepemilikan institusional Victory Portfolios II - VictoryShares Free Cash Flow ETF (NasdaqGM:VFLO) 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 37.61 / share. Previously, on September 9, 2024, the share price was 31.97 / share. This represents an increase of 17.64% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-12 | 13F | LPL Financial LLC | 9,367,594 | 22.68 | 331,144 | 26.51 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 829,290 | 16.74 | 29,324 | 20.37 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 49,486 | 43.94 | 1,749 | 48.47 | ||||
| 2025-07-17 | 13F | Global Trust Asset Management, LLC | 1,681 | 0.00 | 59 | 3.51 | ||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 38,794 | -18.57 | 1,371 | -16.04 | ||||
| 2025-08-14 | 13F | Napa Wealth Management | 40,204 | -49.36 | 1,421 | -47.78 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 1,118,911 | 28.35 | 40 | 34.48 | ||||
| 2025-08-14 | 13F | Fort Point Capital Partners LLC | 75,101 | -53.57 | 2,655 | -52.13 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 2,333,822 | 82,501 | ||||||
| 2025-08-13 | 13F | Correct Capital Wealth Management | 1,155,244 | -13.17 | 40,838 | -10.45 | ||||
| 2025-04-25 | 13F | New Wave Wealth Advisors Llc | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | OneAscent Wealth Management LLC | 220,638 | -0.01 | 8 | 0.00 | ||||
| 2025-04-15 | 13F | Transform Wealth, LLC | 118,520 | -10.65 | 4,063 | -10.17 | ||||
| 2025-07-31 | 13F | DDD Partners, LLC | 60,879 | 1.84 | 2,152 | 5.03 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 85,495 | 42.98 | 3,022 | 47.49 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 67,805 | -1.65 | 2,397 | 1.40 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 14,392 | -20.62 | 509 | -18.20 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 137,463 | 134.84 | 4,855 | 143.24 | ||||
| 2025-08-11 | 13F | VSM Wealth Advisory, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 9,877 | 31.54 | 0 | |||||
| 2025-08-11 | 13F | Advisor Resource Council | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Financial Guidance Group, Inc. | 91,026 | 3,218 | ||||||
| 2025-07-23 | 13F | Traphagen Investment Advisors Llc | 2,219,090 | 5.72 | 78,445 | 9.02 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 38,137 | 0.99 | 1,348 | 4.17 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 570,206 | -51.99 | 20,157 | -50.49 | ||||
| 2025-07-16 | 13F | Kennedy Investment Group | 46,997 | 13.89 | 1,661 | 17.47 | ||||
| 2025-07-14 | 13F | Toth Financial Advisory Corp | 33 | 0.00 | 1 | 0.00 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 17,051 | 0.00 | 603 | 3.08 | ||||
| 2025-07-24 | 13F | Financial Security Advisor, Inc. | 6,365 | 225 | ||||||
| 2025-08-11 | 13F | Wbi Investments, Inc. | 243,062 | -2.15 | 8,592 | 0.90 | ||||
| 2025-08-13 | 13F | Legacy Capital Wealth Partners, LLC | 19,268 | -30.84 | 681 | -28.69 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 6,717 | 0.00 | 237 | 3.04 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 170,953 | -22.44 | 6,043 | -20.02 | ||||
| 2025-07-17 | 13F | Financial Designs Corp | 214,016 | -11.93 | 7,565 | -9.18 | ||||
| 2025-07-17 | 13F | Smith Anglin Financial, LLC | 2,720,743 | 6.04 | 96,178 | 9.35 | ||||
| 2025-08-13 | 13F | Victory Capital Management Inc | 3,936,250 | 9.15 | 139,146 | 12.56 | ||||
| 2025-08-07 | 13F | Howard Bailey Securities, Llc | 9,445 | -2.76 | 334 | 0.30 | ||||
| 2025-07-31 | 13F | Sequent Asset Management, LLC | 34,679 | -0.57 | 1,226 | 2.51 | ||||
| 2025-06-26 | NP | URFRX - Target Retirement 2040 Fund | 1,317,454 | 46.06 | 43,371 | 35.40 | ||||
| 2025-07-09 | 13F | Lifestyle Asset Management, Inc. | 196,863 | 5.09 | 6,959 | 8.38 | ||||
| 2025-07-25 | 13F | M.e. Allison & Co., Inc. | 26,835 | 60.99 | 949 | 66.02 | ||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Change Path, LLC | 27,427 | -1.63 | 970 | 1.47 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 368,667 | 236.78 | 13,032 | 247.33 | ||||
| 2025-07-31 | 13F | Carrera Capital Advisors | 9,060 | -34.37 | 320 | -32.35 | ||||
| 2025-08-08 | 13F | Comprehensive Financial Planning, Inc./PA | 44,536 | 22.58 | 1,574 | 26.43 | ||||
| 2025-08-14 | 13F | UBS Group AG | 2,515,724 | 36.41 | 88,931 | 40.67 | ||||
| 2025-06-26 | NP | URINX - Target Retirement Income Fund | 208,746 | 0.00 | 6,872 | -7.30 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 11,572 | 409 | ||||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 57 | 0.00 | 2 | 100.00 | ||||
| 2025-08-14 | 13F | Comerica Bank | 91,688 | 39.27 | 3,241 | 43.66 | ||||
| 2025-07-17 | 13F | Smith, Salley & Associates | 5,875 | 0.00 | 208 | 2.99 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 31,310 | -3.83 | 1,107 | -0.90 | ||||
| 2025-04-29 | 13F | Hm Payson & Co | 1,025 | 35 | ||||||
| 2025-08-13 | 13F | Allie Family Office LLC | 6,422 | 0.00 | 227 | 3.18 | ||||
| 2025-07-17 | 13F | Raleigh Capital Management Inc. | 8,900 | -9.04 | 315 | -6.27 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-11 | 13F | Madison Asset Management, LLC | 56,236 | 19.15 | 1,988 | 22.88 | ||||
| 2025-08-11 | 13F | Greykasell Wealth Strategies, Inc. | 22,298 | 40.74 | 788 | 45.12 | ||||
| 2025-08-14 | 13F | Fmr Llc | 373 | 143.79 | 13 | 160.00 | ||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 8,596 | 17.61 | 304 | 21.20 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 8,203 | 290 | ||||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 91,344 | 38.83 | 3,229 | 43.19 | ||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 89,748 | 28.45 | 3,173 | 32.44 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 233,397 | 0.97 | 8,251 | 4.13 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 4,667,811 | 43.57 | 165,007 | 48.05 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 97,682 | 933.67 | 3,453 | 969.04 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 15,851 | 34.25 | 560 | 38.61 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 40,134 | 11.76 | 1,419 | 15.19 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 6,704,169 | 1.99 | 236,992 | 9.72 | ||||
| 2025-08-12 | 13F | Allen Capital Group, LLC | 414,918 | 5.33 | 14,667 | 8.61 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 8,021 | 20.40 | 284 | 24.12 | ||||
| 2025-08-13 | 13F | D L Carlson Investment Group Inc | 60,428 | 2,136 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 75,044 | 296.53 | 2,653 | 311.16 | ||||
| 2025-06-26 | NP | URTRX - Target Retirement 2030 Fund | 672,759 | 22.82 | 22,147 | 13.87 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 66,322 | 2,344 | ||||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 7,900 | 11.27 | 279 | 14.81 | ||||
| 2025-08-01 | 13F | Yukon Wealth Management, Inc. | 27,328 | 966 | ||||||
| 2025-07-10 | 13F | Vista Investment Partners Llc | 70,235 | -1.78 | 2,483 | 1.26 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 8,898 | 0.85 | 315 | 3.97 | ||||
| 2025-08-13 | 13F | Sepio Capital, LP | 536,518 | 4.10 | 18,966 | 7.35 | ||||
| 2025-08-05 | 13F | Claro Advisors LLC | 14,236 | -4.41 | 503 | -1.37 | ||||
| 2025-07-14 | 13F | Strategic Planning Group, Llc | 497,268 | -3.09 | 17,578 | -0.07 | ||||
| 2025-08-07 | 13F | Weil Company, Inc. | 219,348 | 7,754 | ||||||
| 2025-04-28 | 13F | Keybank National Association/oh | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | Astor Investment Management LLC | 479,584 | -5.10 | 16,953 | -2.14 | ||||
| 2025-08-14 | 13F | Schwallier Wealth Management LLC | 7,353 | -49.83 | 260 | -48.41 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 141,074 | -11.41 | 5 | -20.00 | ||||
| 2025-08-15 | 13F | Keel Point, LLC | 41,051 | 24.04 | 1,451 | 27.95 | ||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 10,980 | 14.63 | 388 | 18.29 | ||||
| 2025-07-31 | 13F | Trademark Financial Management, LLC | 140,647 | 172.97 | 4,972 | 181.48 | ||||
| 2025-08-05 | 13F | Atlas Wealth LLC | 9,315 | 335 | ||||||
| 2025-07-09 | 13F | Krilogy Financial LLC | 1,244,717 | 9.35 | 44,001 | 12.76 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 14,029 | 25.51 | 496 | 29.24 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 2,019,114 | 13.40 | 71,375 | 16.94 | ||||
| 2025-07-30 | 13F/A | KPP Advisory Services LLC | 68,091 | 22.16 | 2,407 | 26.02 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 359,151 | 120.53 | 12,696 | 127.43 | ||||
| 2025-07-22 | 13F | Kickstand Ventures, Llc. | 221,503 | 7,830 | ||||||
| 2025-07-22 | 13F | Duncan Williams Asset Management, LLC | 221,503 | 7,830 | ||||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 46,768 | 5.01 | 1,653 | 8.32 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 8,130,518 | 44.62 | 287,414 | 49.14 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 28,847 | -50.98 | 1,020 | -49.48 | ||||
| 2025-08-13 | 13F | Nicolet Advisory Services, Llc | 6,000 | 206 | ||||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 332 | 12 | ||||||
| 2025-08-12 | 13F | Atlantic Family Wealth, Llc | 59,498 | 7.14 | 2,103 | 10.51 | ||||
| 2025-07-09 | 13F | Triumph Capital Management | 77,550 | 9.42 | 2,741 | 12.84 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 202,577 | 10.38 | 7,161 | 13.83 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 1,047,419 | 3.43 | 37,026 | 6.66 | ||||
| 2025-07-08 | 13F | Advance Capital Management, Inc. | 222,642 | -1.94 | 7,870 | 1.13 | ||||
| 2025-05-16 | 13F | Jones Financial Companies Lllp | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 157 | 6 | ||||||
| 2025-07-31 | 13F | CAP Partners, LLC | 61,339 | 7.04 | 2,168 | 10.39 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 135,761 | -20.51 | 4,799 | -18.02 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 73,049 | -81.31 | 3 | -84.62 | ||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 79,626 | 4.17 | 2,815 | 7.40 | ||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 1,387 | 20.92 | 48 | 20.51 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 190,613 | -0.08 | 6,738 | 3.04 | ||||
| 2025-07-16 | 13F | Spirepoint Private Client, Llc | 74,149 | 2,621 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 17,538 | -1.64 | 620 | 1.31 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 163,984 | 5.60 | 5,866 | 10.18 | ||||
| 2025-06-26 | NP | URFFX - Target Retirement 2050 Fund | 991,090 | 61.92 | 32,627 | 50.12 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 11,087 | 392 | ||||||
| 2025-07-24 | 13F | Morton Brown Family Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | Mechanics Bank Trust Department | 63,580 | 11.65 | 2,248 | 15.11 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 502 | -56.35 | 18 | -56.41 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 42,000 | -71.17 | 1,485 | -70.28 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 3,426,701 | 37.23 | 121,134 | 41.51 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 43,589 | 1,541 | ||||||
| 2025-07-25 | 13F | Landmark Wealth Management, LLC | 413,589 | 1.75 | 15 | 7.69 | ||||
| 2025-08-11 | 13F | Outlook Wealth Advisors, LLC | 7,749 | -0.19 | 274 | 2.63 | ||||
| 2025-07-22 | 13F | Unique Wealth, Llc | 13,750 | 486 | ||||||
| 2025-08-13 | 13F | Keystone Financial Group | 777,879 | 7.86 | 27,498 | 11.23 | ||||
| 2025-08-06 | 13F | Horan Securities, Inc. | 11,499 | 407 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 1,663,787 | 2,671.68 | 58,815 | 2,759.21 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 10,134 | -17.67 | 358 | -14.96 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 6,854 | 242 | ||||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 996,575 | 35,234 | ||||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 9,791 | 65.28 | 346 | 70.44 | ||||
| 2025-05-16 | 13F/A | Kestra Investment Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-06-26 | NP | URSIX - Target Retirement 2060 Fund | 165,109 | 34.48 | 5,435 | 24.68 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 82,024 | 53.01 | 2,900 | 57.81 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 232 | 0.00 | 8 | 14.29 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 312 | -31.13 | 11 | -26.67 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 18,983 | -14.37 | 660 | -13.18 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 2,097,816 | 2.23 | 74,131 | 5.38 | ||||
| 2025-07-18 | 13F | SimpliFi, Inc. | 134,260 | -0.18 | 4,746 | 2.95 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 1,103,793 | 7.89 | 39 | 11.43 | ||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 37,579 | -8.39 | 1,328 | -5.55 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 6,397 | 0.00 | 0 | |||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 3,000 | 0.00 | 106 | 3.92 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 1,517 | 0.00 | 54 | 1.92 | ||||
| 2025-08-07 | 13F | Summit Asset Management, LLC | 53,810 | 55.48 | 1,902 | 60.37 | ||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 179 | 6 | ||||||
| 2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 17,901 | 633 | ||||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 700,609 | 48.76 | 24,767 | 53.40 | ||||
| 2025-07-09 | 13F | Procyon Private Wealth Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 2,732,847 | 5.10 | 96,606 | 8.39 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 13,622 | 19.09 | 482 | 22.70 | ||||
| 2025-05-14 | 13F | Huntington National Bank | 17 | |||||||
| 2025-07-29 | 13F | Sowa Financial Group, Inc. | 11,362 | 2.34 | 0 | |||||
| 2025-07-29 | 13F | Huntleigh Advisors, Inc. | 158,623 | 8.38 | 5,607 | 11.78 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 255,175 | -0.15 | 9 | 12.50 | ||||
| 2025-07-14 | 13F | Legacy Capital Group California, Inc. | 110,636 | -1.68 | 3,911 | 1.37 | ||||
| 2025-07-16 | 13F | Embree Financial Group | 87,292 | 43.23 | 3,086 | 47.68 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 470,976 | 16,145 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Eastern Bank | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Sound View Wealth Advisors Group, LLC | 11,335 | 0.00 | 401 | 3.09 | ||||
| 2025-07-25 | NP | USCCX - Cornerstone Conservative Fund | 90,000 | 0.00 | 3,050 | -4.03 | ||||
| 2025-08-05 | 13F | Optivise Advisory Services LLC | 38,670 | 16.29 | 1,367 | 19.93 | ||||
| 2025-07-16 | 13F | Wealth Group Ltd | 20,295 | 717 | ||||||
| 2025-04-30 | 13F | J Hagan Capital, Inc. | 143,376 | 4,888 | ||||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-08 | 13F | Goldstone Financial Group, LLC | 133,646 | 12.36 | 4,781 | 17.24 | ||||
| 2025-08-13 | 13F | Millstone Evans Group, LLC | 1,178 | 42 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 6,341,983 | 14.25 | 224,189 | 17.82 | ||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 24,551 | 9.15 | 868 | 12.45 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 1,010,295 | 35,714 | ||||||
| 2025-07-25 | NP | UCEQX - Cornerstone Equity Fund | 491,092 | 16.35 | 16,643 | 11.64 | ||||
| 2025-07-16 | 13F | Spinnaker Investment Group, LLC | 22,973 | 26.24 | 812 | 30.34 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 13,773 | -9.69 | 487 | -6.90 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 6,562 | 232 | ||||||
| 2025-05-15 | 13F | Talon Private Wealth, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 238,384 | -1.17 | 8,427 | 1.91 | ||||
| 2025-07-01 | 13F | Private Client Services, Llc | 0 | -100.00 | 0 | |||||
| 2025-06-30 | NP | ASTIX - Astor Dynamic Allocation Fund Class I shares | 238,436 | 47.75 | 7,849 | 36.98 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | OneAscent Family Office, LLC | 45,057 | 0.30 | 2 | 0.00 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 50,679 | 1,792 | ||||||
| 2025-07-24 | 13F | Reuter James Wealth Management, Llc | 8,490 | -38.20 | 300 | -36.17 | ||||
| 2025-04-11 | 13F | Godsey & Gibb Associates | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 397 | 0.51 | 14 | 7.69 | ||||
| 2025-07-01 | 13F | Burkett Financial Services, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Secure Asset Management, LLC | 28,810 | 17.60 | 1,018 | 21.33 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 13,104 | 5.90 | 463 | 9.20 | ||||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 262,048 | 9,263 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 291,056 | 178.59 | 10,289 | 187.29 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 22,739 | 55,360.98 | 804 | 80,200.00 | ||||
| 2025-08-13 | 13F | Quadrature Capital Ltd | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 56,038 | 146.18 | 1,981 | 153.85 | ||||
| 2025-08-06 | 13F | Vantage Financial Partners, LLC | 744,855 | 58.61 | 26,331 | 63.56 | ||||
| 2025-08-11 | 13F | Pin Oak Investment Advisors Inc | 0 | 0 | ||||||
| 2025-08-08 | 13F | Crossmark Global Holdings, Inc. | 1,710 | 51.87 | ||||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 11,364 | -59.54 | 402 | -58.32 | ||||
| 2025-08-08 | 13F | CFO4Life Group, LLC | 350,388 | 8.31 | 12,386 | 11.70 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 12,442 | -1.91 | 440 | 1.15 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 253,161 | -2.44 | 8,949 | 0.61 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1,024 | 36 | ||||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 128,745 | 23.14 | 4,551 | 27.02 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 12,619,465 | 29.50 | 446,098 | 33.54 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 91,145 | 3,222 | ||||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 94 | 3 | ||||||
| 2025-07-16 | 13F | Maridea Wealth Management LLC | 80,433 | 17.44 | 2,843 | 21.13 | ||||
| 2025-08-12 | 13F | Northeast Planning Associates, Inc. / Nh / | 94,654 | 17.90 | 3,346 | 21.58 | ||||
| 2025-08-14 | 13F | Byrne Financial Freedom, Llc | 93,488 | -9.87 | 3,305 | -7.06 | ||||
| 2025-07-23 | 13F | Dohj, Llc | 64,373 | 746.23 | 2,071 | 696.15 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 1,049 | 7.70 | 37 | 12.12 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 1,436,456 | -0.65 | 50,779 | 2.45 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 91,964 | 4.06 | 3,251 | 7.30 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 9,805 | 57.01 | 347 | 61.68 | ||||
| 2025-07-11 | 13F | Annex Advisory Services, LLC | 3,173,134 | 35.68 | 112,170 | 39.92 | ||||
| 2025-07-29 | 13F | Activest Wealth Management | 0 | 0 | ||||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 21,500 | 0.00 | 760 | 3.12 | ||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 44,212 | 5.84 | 1,563 | 9.69 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 111,930 | 5,081.94 | 3,957 | 5,245.95 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | Financial Enhancement Group LLC | 449,497 | -4.38 | 16,110 | 7.39 | ||||
| 2025-07-16 | 13F | Lloyd Advisory Services, LLC. | 7,971 | -3.04 | 282 | 0.00 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 296,190 | -16.18 | 10,470 | -13.56 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 19,122 | 0.00 | 676 | 3.05 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 6,071 | 215 | ||||||
| 2025-08-12 | 13F | BlackRock, Inc. | 339 | -67.65 | 12 | -68.57 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 15,092 | -0.28 | 534 | 2.90 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 21,224 | 9.40 | 750 | 12.78 | ||||
| 2025-07-29 | 13F | Goldstein Advisors, LLC | 1,582,738 | 32.03 | 55,950 | 36.15 | ||||
| 2025-08-12 | 13F | Barnes Pettey Financial Advisors, Llc | 29,909 | 85.68 | 1,057 | 91.49 | ||||
| 2025-08-08 | 13F | Adapt Wealth Advisors, Llc | 383,948 | 5.58 | 13,573 | 8.87 | ||||
| 2025-07-09 | 13F | Bruce G. Allen Investments, LLC | 267 | 0.00 | 9 | 0.00 | ||||
| 2025-07-15 | 13F | RVW Wealth, LLC | 965,864 | 20.68 | 34,143 | 24.45 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 422,790 | 31.86 | 14,946 | 35.97 | ||||
| 2025-05-09 | 13F | Rps Advisory Solutions Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-04 | 13F | Ledyard National Bank | 169,577 | -6.99 | 5,995 | -4.10 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 30,082 | 1,035 |
