Mga Batayang Estadistika
| Pemilik Institusional | 265 total, 265 long only, 0 short only, 0 long/short - change of 7.29% MRQ |
| Alokasi Portofolio Rata-rata | 0.1080 % - change of -12.08% MRQ |
| Saham Institusional (Jangka Panjang) | 42,888,712 (ex 13D/G) - change of 0.65MM shares 1.53% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 2,733,415 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
iShares Trust - iShares Exponential Technologies ETF (US:XT) memiliki 265 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 42,888,712 saham. Pemegang saham terbesar meliputi Financial Engines Advisors L.L.C., LPL Financial LLC, Ameriprise Financial Inc, Baird Financial Group, Inc., Bank Of America Corp /de/, Morgan Stanley, Mirae Asset Global Investments Co., Ltd., UBS Group AG, Commonwealth Equity Services, Llc, and Wealthcare Advisory Partners LLC .
Struktur kepemilikan institusional iShares Trust - iShares Exponential Technologies ETF (NasdaqGM:XT) 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 68.92 / share. Previously, on September 6, 2024, the share price was 56.35 / share. This represents an increase of 22.31% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-15 | 13F | Captrust Financial Advisors | 8,955 | -8.17 | 584 | 4.10 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 46 | 0.00 | 3 | 50.00 | ||||
| 2025-07-23 | 13F | Godsey & Gibb Associates | 423 | 0.00 | 28 | 12.50 | ||||
| 2025-08-14 | 13F | Boston Private Wealth Llc | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Venturi Wealth Management, LLC | 5,547 | 0.00 | 362 | 13.17 | ||||
| 2025-08-04 | 13F | Balentine LLC | 74 | 0.00 | 5 | 0.00 | ||||
| 2025-07-09 | 13F | Finley Financial, LLC | 500 | 0.00 | 33 | 14.29 | ||||
| 2025-08-06 | 13F | New Millennium Group LLC | 100 | 7 | ||||||
| 2025-08-07 | 13F | Allworth Financial LP | 1,424 | 0.07 | 93 | 13.58 | ||||
| 2025-07-15 | 13F | Main Street Group, LTD | 101 | 0.00 | 7 | 20.00 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 3,236 | -21.91 | 211 | -11.34 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 575 | 0.35 | 38 | 12.12 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 18,597 | 6.20 | 1,213 | 20.46 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 385 | 25 | ||||||
| 2025-08-05 | 13F | Hutchens & Kramer Investment Management Group, LLC | 4,231 | -16.33 | 275 | -5.50 | ||||
| 2025-08-11 | 13F | Cannon Advisors, Inc. | 7,676 | 30.41 | 501 | 48.22 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 4,133 | 0.80 | 270 | 13.98 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 137,103 | -9.24 | 8,946 | 2.88 | ||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | 38 | 2 | ||||||
| 2025-07-14 | 13F | Sweeney & Michel, Llc | 29,790 | 5.78 | 1,952 | 38.96 | ||||
| 2025-08-04 | 13F | REDW Wealth LLC | 11,013 | -0.73 | 719 | 12.54 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 6,144 | 401 | ||||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 4,207 | 0.02 | 275 | 13.22 | ||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 20,508 | -53.59 | 1,338 | -47.38 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 882 | 0.00 | 58 | 14.00 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 5,058 | -5.05 | 330 | 7.84 | ||||
| 2025-07-17 | 13F | Coastline Trust Co | 5,280 | 0.00 | 345 | 13.53 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 3,969 | -2.41 | 259 | 10.68 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 252,292 | 2.24 | 16 | 14.29 | ||||
| 2025-07-08 | 13F | Arlington Trust Co LLC | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Concord Asset Management, LLC/VA | 3,958 | 258 | ||||||
| 2025-07-22 | 13F | VAUGHAN & Co SECURITIES, INC. | 12,591 | -81.87 | 822 | -79.46 | ||||
| 2025-08-05 | 13F | Atlas Private Wealth Advisors | 46,844 | 99.97 | 3,057 | 126.71 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 6,206 | 2.56 | 405 | 16.09 | ||||
| 2025-08-14 | 13F | Strategic Wealth Designers | 2,063 | -94.16 | 135 | -93.64 | ||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 6,810 | -19.16 | 444 | -8.26 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 38,551 | -5.79 | 3 | 0.00 | ||||
| 2025-07-22 | 13F | Mascoma Wealth Management LLC | 1,637 | 0.00 | 107 | 12.77 | ||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 30,441 | -1.96 | 1,986 | 11.14 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 16,336 | -58.35 | 1,066 | -52.81 | ||||
| 2025-08-08 | 13F | Evolution Wealth Advisors, LLC | 9,535 | 0.00 | 622 | 13.50 | ||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 210 | 0.00 | 14 | 8.33 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 2,503 | 163 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 82,530 | -1.96 | 5,385 | 11.15 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 15,374 | 0.00 | 1,003 | 13.46 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 67,542 | 0.30 | 4,407 | 13.70 | ||||
| 2025-08-28 | 13F/A | Tolleson Wealth Management, Inc. | 3,511 | 0.00 | 229 | 13.37 | ||||
| 2025-07-29 | 13F | Mezzasalma Advisors, LLC | 9,731 | 0.00 | 635 | 13.21 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 44,195 | -6.88 | 2,884 | 5.56 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 50,722 | -68.33 | 3,310 | -64.11 | ||||
| 2025-07-28 | 13F | Courier Capital Llc | 12,821 | -1.41 | 837 | 11.76 | ||||
| 2025-05-15 | 13F | Guardian Wealth Advisors, Llc / Nc | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Wealthcare Capital Management Llc | 5,320 | -51.86 | 347 | -45.44 | ||||
| 2025-07-15 | 13F | Accurate Wealth Management, LLC | 5,704 | 0.05 | 377 | 22.08 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 7,037 | -2.07 | 459 | 11.14 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 13,576 | -6.69 | 886 | 5.73 | ||||
| 2025-05-01 | 13F | Lane & Associates LLC | 8,883 | -2.10 | 511 | -9.24 | ||||
| 2025-08-14 | 13F | Toroso Investments, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 91,026 | -0.44 | 5,939 | 12.87 | ||||
| 2025-07-09 | 13F | Pallas Capital Advisors LLC | 12,025 | -40.00 | 785 | -32.00 | ||||
| 2025-07-14 | 13F | Abound Wealth Management | 160 | -4.19 | 10 | 11.11 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 360 | 23 | ||||||
| 2025-07-18 | 13F | Dogwood Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Detalus Advisors, LLC | 8,033 | 8.20 | 524 | 22.72 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 6,007 | -23.28 | 0 | |||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 21,738 | -2.38 | 1,418 | 10.69 | ||||
| 2025-04-11 | 13F | Safeguard Financial, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 4,389 | 0.14 | 286 | 13.49 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 85,960 | 6.41 | 5,609 | 20.63 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 274,900 | -21.10 | 17,937 | -10.57 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 1,737 | 4.95 | 113 | 18.95 | ||||
| 2025-04-25 | 13F | Uniting Wealth Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Wharton Business Group, LLC | 202,875 | 189.95 | 13 | 225.00 | ||||
| 2025-08-08 | 13F | Financial Life Planners | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 860 | 0.00 | 56 | 14.29 | ||||
| 2025-07-29 | 13F | Fundamentun, Llc | 180,879 | -13.67 | 11,802 | -2.13 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 1,155 | 75 | ||||||
| 2025-08-12 | 13F | NFP Retirement, Inc. | 14,938 | 975 | ||||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 11,167 | 26.74 | 729 | 43.59 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 13 | 0.00 | 1 | |||||
| 2025-08-14 | 13F | Betterment LLC | 99,389 | -32.76 | 6 | -25.00 | ||||
| 2025-07-21 | 13F | Mirae Asset Global Investments Co., Ltd. | 268,020 | 856.53 | 17,488 | 977.51 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 105,250 | -8.19 | 6,058 | -11.42 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 11,151 | -13.69 | 728 | -2.15 | ||||
| 2025-08-11 | 13F | Eq Llc | 4,801 | -1.27 | 313 | 12.19 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 14,455 | -14.73 | 943 | -3.28 | ||||
| 2025-08-07 | 13F | PFG Advisors | 39,698 | 10.16 | 2,590 | 24.88 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 6,307 | -16.71 | 412 | -5.52 | ||||
| 2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | VERITY Wealth Advisors | 11,780 | 0.00 | 769 | 13.27 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 300 | 0.00 | 20 | 11.76 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 5,351 | -96.44 | 349 | -95.97 | ||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 90,338 | 2.33 | 5,895 | 16.00 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 173,122 | 0.56 | 11,296 | 14.00 | ||||
| 2025-08-13 | 13F | Kilter Group LLC | 780 | 51 | ||||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 1,987 | 0.00 | 130 | 13.16 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 150 | 0.00 | 10 | 12.50 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 29,180 | 11.47 | 2 | 0.00 | ||||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 20,887 | 39.25 | 1,363 | 57.82 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 157 | 10 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 195,373 | 5,483.68 | 12,748 | 6,242.29 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 5,770 | -12.69 | 376 | -1.05 | ||||
| 2025-07-14 | 13F | Toth Financial Advisory Corp | 150 | 10 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 67,482 | -12.07 | 4,403 | -0.32 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 22,427 | 0.13 | 1,463 | 13.50 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 641,593 | 143.65 | 41,912 | 176.55 | ||||
| 2025-07-16 | 13F | Dakota Wealth Management | 3,570 | 0.00 | 233 | 13.17 | ||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 18,480 | -3.89 | 1 | 0.00 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 3,461 | 226 | ||||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 7,025 | -6.64 | 458 | 5.77 | ||||
| 2025-08-14 | 13F | Comerica Bank | 5,007 | -2.44 | 327 | 10.51 | ||||
| 2025-07-03 | 13F | Collective Family Office Llc | 4,713 | 0.00 | 308 | 13.28 | ||||
| 2025-08-14 | 13F | Talon Private Wealth, LLC | 1,910 | -47.80 | 125 | -43.89 | ||||
| 2025-07-31 | 13F | Hartford Financial Management Inc. | 2,198 | 0.00 | 143 | 13.49 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 292,585 | 8.31 | 19,091 | 22.79 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 15,760 | -12.80 | 1,028 | -1.15 | ||||
| 2025-07-21 | 13F | Curran Financial Partners, LLC | 9,760 | 637 | ||||||
| 2025-08-14 | 13F | Sentinus, LLC | 26,193 | -7.60 | 1,709 | 4.78 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 305 | 0.00 | 20 | 11.76 | ||||
| 2025-04-22 | 13F/A | NorthRock Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Winnow Wealth Llc | 15 | 1 | ||||||
| 2025-08-13 | 13F | Cerity Partners LLC | 16,524 | -8.24 | 1,078 | 4.05 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 43,324 | -5.84 | 2,828 | 6.72 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 4,865 | -8.67 | 321 | 4.90 | ||||
| 2025-07-24 | 13F | Eastern Bank | 229 | 0.00 | 15 | 7.69 | ||||
| 2025-08-14 | 13F | Destination Wealth Management | 9,498 | -4.63 | 620 | 8.03 | ||||
| 2025-08-14 | 13F/A | Barclays Plc | 492 | 0.00 | 0 | |||||
| 2025-07-17 | 13F | Symmetry Partners, LLC | 5,391 | -3.35 | 352 | 9.35 | ||||
| 2025-07-17 | 13F | Archford Capital Strategies, LLC | 9,344 | -41.04 | 610 | -33.22 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 3,842 | 251 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 5,478 | -37.09 | 0 | |||||
| 2025-08-05 | 13F | NewSquare Capital LLC | 5 | 0.00 | 0 | |||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 549 | 36 | ||||||
| 2025-07-16 | 13F | Embree Financial Group | 4,023 | 263 | ||||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 3,122 | -50.21 | 204 | -43.61 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 14,691 | 4.79 | 959 | 18.86 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 4,720 | -8.12 | 308 | 4.07 | ||||
| 2025-04-14 | 13F | Compass Planning Associates Inc | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 15,304 | -5.62 | 999 | 6.97 | ||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 3,500 | 228 | ||||||
| 2025-07-24 | 13F | Blair William & Co/il | 9,452 | -4.08 | 617 | 8.64 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 21,743 | 8.03 | 1,419 | 22.45 | ||||
| 2025-07-17 | 13F | Wolff Wiese Magana Llc | 42 | 0.00 | 3 | 0.00 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 189,514 | -6.30 | 12 | 9.09 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 686,674 | -5.62 | 44,806 | 6.98 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 2,258 | -2.59 | 147 | 6.52 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 209,967 | -0.40 | 13,700 | 12.91 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 4,075 | -7.60 | 266 | 4.74 | ||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 4 | 0.00 | 0 | |||||
| 2025-08-14 | 13F | Colony Group, LLC | 11,801 | -2.01 | 770 | 11.11 | ||||
| 2025-07-16 | 13F | RWM Asset Management, LLC | 30,815 | -63.10 | 2,011 | -58.18 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 11,551 | 61.06 | 754 | 82.77 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 1,342 | 0.00 | 0 | |||||
| 2025-05-15 | 13F | Old Mission Capital Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-04-21 | 13F | Ronald Blue Trust, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Tsfg, Llc | 676 | 0.30 | 0 | |||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 22 | 0.00 | 0 | |||||
| 2025-07-17 | 13F | Clay Northam Wealth Management, LLC | 9,986 | -1.96 | 652 | 11.09 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 16,871 | -9.51 | 1,101 | 2.52 | ||||
| 2025-07-22 | 13F | Wealthcare Capital Partners, LLC | 31,725 | -5.11 | 2,070 | 7.59 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 6,607 | -16.27 | 431 | -5.07 | ||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 200,335 | -0.06 | 13,360 | 15.80 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 7,635 | 498 | ||||||
| 2025-08-14 | 13F | MGB Wealth Management, LLC | 9,559 | 0.05 | 624 | 13.27 | ||||
| 2025-05-12 | 13F | Founders Financial Alliance, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-08 | 13F | Hopwood Financial Services, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Moseley Investment Management Inc | 8,221 | -0.65 | 536 | 12.61 | ||||
| 2025-08-07 | 13F | LOM Asset Management Ltd | 1,200 | 0 | ||||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 335 | 0.00 | 22 | 10.53 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 3,470 | -66.56 | 226 | -62.14 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 3,118 | 203 | ||||||
| 2025-08-08 | 13F | CFO4Life Group, LLC | 3,961 | 0.00 | 258 | 13.66 | ||||
| 2025-04-23 | 13F | Alpha Financial Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | Christopher J. Hasenberg, Inc | 19,020 | 1,241 | ||||||
| 2025-04-28 | 13F | Strategic Financial Concepts, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-12 | 13F | Clearwater Capital Advisors, LLC | 111,724 | 3.56 | 7,290 | 17.39 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 200 | -33.33 | 12 | -35.29 | ||||
| 2025-08-11 | 13F | Root Financial Partners, LLC | 4,095 | -22.59 | 267 | -12.17 | ||||
| 2025-07-15 | 13F | West Oak Capital, LLC | 300 | 0.00 | 0 | |||||
| 2025-07-16 | 13F/A | CX Institutional | 9,894 | 35.50 | 1 | |||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 2,491 | 163 | ||||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 11,387 | 9.74 | 743 | 24.46 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 34,614,440 | 0.90 | 2,258,592 | 14.38 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 5,463 | 356 | ||||||
| 2025-07-15 | 13F | Mather Group, Llc. | 4,253 | 0.00 | 278 | 13.52 | ||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 400 | 0.00 | 26 | 13.04 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 133,813 | -1.08 | 8,731 | 12.14 | ||||
| 2025-07-07 | 13F | Centurion Wealth Management LLC | 3,609 | 0.00 | 235 | 9.30 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 97,424 | 36.08 | 6,357 | 54.23 | ||||
| 2025-07-24 | 13F | McKinley Carter Wealth Services, Inc. | 7,121 | 0.39 | 465 | 13.73 | ||||
| 2025-07-25 | 13F | PrairieView Partners, LLC | 322 | 0.00 | 0 | |||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | McGinn Investment Management, Inc. | 11,181 | -0.82 | 1 | |||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 50 | 3 | ||||||
| 2025-07-25 | 13F | Concord Wealth Partners | 3,958 | -12.55 | 258 | -0.77 | ||||
| 2025-08-14 | 13F | Vivaldi Capital Management, LLC | 8,034 | -1.92 | 524 | 11.25 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 78 | 5 | ||||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 27,042 | -16.59 | 1,765 | -5.47 | ||||
| 2025-07-15 | 13F | Christensen, King & Associates Investment Services, Inc. | 5,553 | 0.27 | 362 | 8.38 | ||||
| 2025-07-29 | 13F | Interactive Financial Advisors | 9,412 | -1.34 | 614 | 11.84 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 11,201 | 190.03 | 731 | 228.83 | ||||
| 2025-08-05 | 13F | Benchmark Financial Wealth Advisors, LLC | 3,085 | 201 | ||||||
| 2025-07-10 | 13F | American Financial Advisors, LLC | 3,092 | 202 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 762 | -95.46 | 50 | -94.92 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 3,514 | 0.00 | 229 | 30.86 | ||||
| 2025-07-10 | 13F | Piscataqua Savings Bank | 50 | 0.00 | 3 | 50.00 | ||||
| 2025-07-17 | 13F | Baron Silver Stevens Financial Advisors, Llc | 40,491 | -11.63 | 2,642 | 0.19 | ||||
| 2025-08-11 | 13F | Advisor Resource Council | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F/A | StoneX Group Inc. | 5,657 | 271 | ||||||
| 2025-08-14 | 13F | Fmr Llc | 31,837 | -3.86 | 2,077 | 8.97 | ||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 9,502 | -1.30 | 620 | 11.73 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 6,967 | 0.66 | 455 | 14.07 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 28,476 | -6.96 | 1,858 | 5.51 | ||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 92,252 | 1.29 | 6,019 | 14.82 | ||||
| 2025-08-08 | 13F | Crossmark Global Holdings, Inc. | 41,696 | -9.66 | 2,722 | 2.52 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 243,773 | 49.62 | 15,906 | 69.61 | ||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 419 | 0.00 | 27 | 12.50 | ||||
| 2025-05-12 | 13F | Richard W. Paul & Associates, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 99,102 | -5.84 | 6,466 | 6.73 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 0 | -100.00 | 0 | |||||
| 2025-05-12 | 13F | Sandy Spring Bank | 7,634 | 0.00 | 439 | -3.52 | ||||
| 2025-05-13 | 13F | Brooklyn FI, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | Crescent Grove Advisors, LLC | 17,435 | -6.48 | 1,138 | 5.96 | ||||
| 2025-08-08 | 13F | TD Capital Management LLC | 98 | -83.99 | 6 | -82.86 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 11,283 | -39.22 | 736 | -31.09 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 24,700 | -59.57 | 1,612 | -54.18 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 3,636 | -0.36 | 237 | 12.86 | ||||
| 2025-08-11 | 13F | Bellwether Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 18 | -51.35 | 1 | -50.00 | ||||
| 2025-07-25 | 13F | SPC Financial, Inc. | 16,495 | 0.89 | 1,076 | 14.35 | ||||
| 2025-08-13 | 13F | Ally Invest Advisors Inc. | 13,135 | 4.90 | 857 | 19.03 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 6,343 | -16.98 | 414 | -5.92 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 542 | -85.77 | 35 | -84.02 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 750 | 49 | ||||||
| 2025-07-07 | 13F | Wilson & Boucher Capital Management, LLC | 9,051 | 0.00 | 591 | 13.46 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 10,724 | -3.80 | 712 | 10.92 | ||||
| 2025-08-11 | 13F | Ritter Daniher Financial Advisory LLC / DE | 125 | 0.00 | 8 | 14.29 | ||||
| 2025-07-21 | 13F | Crews Bank & Trust | 3,383 | 0.00 | 221 | 13.40 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 5,266 | -6.50 | 344 | 5.86 | ||||
| 2025-07-31 | 13F | Sage Mountain Advisors LLC | 252 | 0.00 | 16 | 14.29 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 73,378 | 3.52 | 4,788 | 17.36 | ||||
| 2025-08-11 | 13F | PFG Private Wealth Management, LLC | 4,310 | 0.00 | 281 | 13.31 | ||||
| 2025-07-23 | 13F | Equitable Trust Co | 3,188 | 208 | ||||||
| 2025-07-25 | 13F | Check Capital Management Inc/ca | 8,800 | 0.00 | 574 | 13.44 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 11,383 | -8.51 | 743 | 3.63 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 458 | -30.71 | 30 | -23.68 | ||||
| 2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 118,612 | -1.23 | 8 | 16.67 | ||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 750 | -3.47 | 43 | -6.52 | ||||
| 2025-07-14 | 13F | Kfg Wealth Management, Llc | 4,900 | 0.80 | 320 | 14.34 | ||||
| 2025-07-15 | 13F | Financial Partners Group, Inc | 7,564 | 0.40 | 494 | 13.86 | ||||
| 2025-07-10 | 13F | Selective Wealth Management, Inc. | 4,279 | 0.00 | 284 | 22.51 | ||||
| 2025-07-07 | 13F | Versant Capital Management, Inc | 24 | 0.00 | 2 | 0.00 | ||||
| 2025-08-12 | 13F | Accordant Advisory Group Inc | 15 | 1 | ||||||
| 2025-08-08 | 13F | Creative Planning | 8,618 | -1.77 | 562 | 11.51 | ||||
| 2025-08-14 | 13F | UBS Group AG | 263,326 | -0.67 | 17,182 | 12.61 | ||||
| 2025-08-04 | 13F | WNY Asset Management, LLC | 7,046 | -13.26 | 460 | -1.71 | ||||
| 2025-07-14 | 13F | Painted Porch Advisors LLC | 305 | 20 | ||||||
| 2025-07-28 | 13F | Morris Financial Concepts, Inc. | 257 | 0.00 | 17 | 14.29 | ||||
| 2025-08-11 | 13F | Anfield Capital Management, LLC | 23 | 0.00 | 2 | 0.00 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 4,051 | 263 | ||||||
| 2025-07-25 | 13F | Stephens Consulting, LLC | 259 | 0.00 | 17 | 14.29 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 25,133 | 9.31 | 1,640 | 23.89 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 6,270 | 40.36 | 409 | 59.14 | ||||
| 2025-05-07 | 13F | Abbot Financial Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Segment Wealth Management, LLC | 108,171 | -3.13 | 7,058 | 9.82 | ||||
| 2025-07-23 | 13F | Foresight Capital Management Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 9,246 | 14.08 | 603 | 29.40 | ||||
| 2025-05-08 | 13F | Essential Planning, LLC. | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Key FInancial Inc | 360 | 0.00 | 23 | 15.00 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 1,558 | -1.08 | 102 | 12.22 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 47,574 | -1.80 | 3,104 | 11.33 | ||||
| 2025-07-15 | 13F | Patriot Investment Management Inc. | 7,692 | -4.58 | 502 | 8.21 | ||||
| 2025-07-24 | 13F | Comprehensive Money Management Services LLC | 7,843 | -1.26 | 512 | 11.82 | ||||
| 2025-08-08 | 13F | Mv Capital Management, Inc. | 667 | 0.00 | 44 | 13.16 | ||||
| 2025-07-15 | 13F | BostonPremier Wealth LLC | 19,308 | 0.57 | 1,260 | 13.94 | ||||
| 2025-08-14 | 13F | Family Office Research LLC | 13,700 | -0.35 | 894 | 12.90 | ||||
| 2025-07-07 | 13F | Global Wealth Strategies & Associates | 640 | 0.00 | 42 | 13.89 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 90,384 | 9.96 | 5,898 | 24.65 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 287,652 | -3.10 | 18,769 | 9.85 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 56,506 | 15.43 | 3,672 | 29.52 | ||||
| 2025-08-08 | 13F | Cedar Wealth Management, LLC | 3,445 | 0.00 | 225 | 13.13 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 5,496 | 359 | ||||||
| 2025-05-14 | 13F | Fisher Asset Management, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-08 | 13F | Bouchey Financial Group Ltd | 3,588 | 0.00 | 234 | 13.59 | ||||
| 2025-08-13 | 13F | Fortress Financial Solutions, LLC | 7,989 | -7.98 | 521 | 4.41 | ||||
| 2025-08-04 | 13F | Econ Financial Services Corp | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 20,483 | 0.00 | 1,337 | 13.32 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | GWM Advisors LLC | 4,606 | -1.41 | 301 | 11.94 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 4,475 | 292 | ||||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 267 | -42.83 | 17 | -34.62 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 2 | 0 | ||||||
| 2025-07-24 | 13F | Horizon Bancorp Inc /in/ | 17 | 0.00 | 0 | |||||
| 2025-08-04 | 13F | Spire Wealth Management | 204 | -79.16 | 13 | -76.79 |
