Grundläggande statistik
| Institutionella ägare | 185 total, 185 long only, 0 short only, 0 long/short - change of 10,96% MRQ |
| Genomsnittlig portföljallokering | 0.1152 % - change of 4,26% MRQ |
| Institutionella aktier (lång) | 8 813 596 (ex 13D/G) - change of 0,30MM shares 6,11% MRQ |
| Institutionellt värde (lång) | $ 732 311 USD ($1000) |
Institutionellt ägande och aktieägare
First Trust Exchange-Traded AlphaDEX Fund II - First Trust Developed Markets ex-US AlphaDEX Fund (MX:FDT) har 185 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 8,813,596 aktier. Största aktieägare inkluderar Morgan Stanley, Wells Fargo & Company/mn, LPL Financial LLC, UBS Group AG, Envestnet Asset Management Inc, Citadel Advisors Llc, Cetera Investment Advisers, Raymond James Financial Inc, First Trust Advisors Lp, and Janney Montgomery Scott LLC .
First Trust Exchange-Traded AlphaDEX Fund II - First Trust Developed Markets ex-US AlphaDEX Fund (BMV:FDT) Institutionell ägarstruktur visar institutioners och fonders nuvarande positioner i företaget, samt de senaste förändringarna i positionernas storlek. Större aktieägare kan vara enskilda investerare, fonder, hedgefonder eller institutioner. Bilaga 13D visar att investeraren äger (eller ägde) mer än 5% av företaget och avser (eller avsåg) att aktivt eftersträva en förändring av affärsstrategin. Schedule 13G indikerar en passiv investering på över 5%.
Fondsentimentets poäng
Fondsentimentet poängen(fka Ägarackumulation-poäng) visar vilka aktier som är mest köpta av fonder. Det är resultatet av en sofistikerad kvantitativ flerfaktormodell som identifierar företag med de högsta nivåerna av institutionell ackumulering. Poängsättningsmodellen använder en kombination av den totala ökningen av redovisade ägare, förändringarna i portföljallokeringarna för dessa ägare och andra mått. Siffran sträcker sig från 0 till 100, där högre siffror indikerar en högre nivå av ackumulering i förhållande till sina konkurrenter, och 50 är genomsnittet.
Uppdateringsfrekvens: Dagligen
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13F- och NPORT-arkiveringar
Detaljer om 13F-arkiveringar är gratis. Detaljer om NP-arkiveringar kräver ett premiummedlemskap. Gröna rader indikerar nya positioner. Röda rader indikerar stängda positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
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| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-12 | 13F | Family Legacy, Inc. | 6 975 | 10,35 | 606 | 20,72 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 35 | 0,00 | 3 | 50,00 | ||||
| 2026-05-11 | 13F | Empirical Asset Management, LLC | 17 336 | −7,50 | 1 507 | 1,14 | ||||
| 2026-04-28 | 13F | Belpointe Asset Management LLC | 7 519 | 22,58 | 654 | 34,09 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 24 890 | −5,00 | 1 977 | 0,15 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 3 328 | 6,12 | 289 | 16,06 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 264 936 | 30,48 | 23 031 | 42,78 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 51 | 0,00 | 4 | 33,33 | ||||
| 2026-05-05 | 13F | Plante Moran Financial Advisors, LLC | 944 | 25,53 | 82 | 38,98 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 195 482 | 16 993 | ||||||
| 2026-04-28 | 13F | Flagship Harbor Advisors, Llc | 0 | −100,00 | 0 | |||||
| 2026-05-15 | 13F | Ameriflex Group, Inc. | 114 | 0,00 | 10 | 0,00 | ||||
| 2026-04-10 | 13F | Novem Group | 5 140 | 447 | ||||||
| 2026-05-08 | 13F | LaSalle St. Investment Advisors, LLC | 7 629 | −0,96 | 663 | |||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 900 514 | 115,41 | 78 281 | 135,70 | ||||
| 2026-04-08 | 13F | Towerpoint Wealth, LLC | 31 565 | −0,02 | 2 744 | 9,37 | ||||
| 2026-05-13 | 13F | Mpwm Advisory Solutions, Llc | 7 235 | 1,97 | 629 | 11,55 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 0 | −100,00 | 0 | |||||
| 2026-04-28 | 13F | Golden State Wealth Management, LLC | 2 170 | 0,00 | 189 | 9,30 | ||||
| 2026-05-06 | 13F | Assetmark, Inc | 118 141 | −22,85 | 10 270 | −15,59 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 22 155 | −8,53 | 1 760 | 175 900,00 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 348 387 | −14,21 | 30 285 | −6,13 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 220 | 0,00 | 19 | 11,76 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 11 212 | 28,87 | 975 | 40,96 | ||||
| 2026-05-12 | 13F | Colonial Trust Advisors | 200 | 0,00 | 17 | 13,33 | ||||
| 2026-05-05 | 13F | BlueChip Wealth Advisors LLC | 6 014 | 0,00 | 523 | 9,43 | ||||
| 2026-05-13 | 13F | Valued Retirements, Inc. | 7 882 | 685 | ||||||
| 2026-04-17 | 13F | Worth Asset Management, LLC | 2 519 | 0,00 | 219 | 9,00 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 1 679 | −91,04 | 149 | −90,06 | ||||
| 2026-04-07 | 13F | Signaturefd, Llc | 30 | 3 | ||||||
| 2026-05-15 | 13F | Fmr Llc | 3 312 | 279,82 | 288 | 315,94 | ||||
| 2026-05-12 | 13F | Creative Planning | 2 864 | −6,37 | 249 | 2,06 | ||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 876 | −3,95 | 76 | 5,56 | ||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 29 412 | −30,30 | 2 557 | −23,75 | ||||
| 2026-04-22 | 13F | Patriot Financial Group Insurance Agency, LLC | 3 540 | 308 | ||||||
| 2026-05-15 | 13F | Huntington National Bank | 50 | 11,11 | ||||||
| 2026-05-05 | 13F | Newbridge Financial Services Group, Inc. | 275 | 0,00 | 24 | 9,52 | ||||
| 2026-05-13 | 13F | Lloyd Advisory Services, LLC. | 0 | −100,00 | 0 | |||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 872 | 419,05 | 76 | 476,92 | ||||
| 2026-05-08 | 13F | Private Advisory Group LLC | 8 423 | −19,73 | 732 | −12,12 | ||||
| 2026-05-12 | 13F | Benjamin Edwards Inc | 112 349 | −21,31 | 9 769 | −13,88 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 71 759 | 79,40 | 6 238 | 96,35 | ||||
| 2026-01-30 | 13F | Sigma Planning Corp | 0 | −100,00 | 0 | |||||
| 2026-04-21 | 13F | Topsail Wealth Management, LLC | 1 117 | 55,79 | 97 | 73,21 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 13 863 | 0,22 | 1 205 | 9,74 | ||||
| 2026-02-12 | 13F | Hrt Financial Lp | 0 | −100,00 | 0 | |||||
| 2026-05-11 | 13F | REAP Financial Group, LLC | 717 | 0,42 | 62 | 10,71 | ||||
| 2026-05-13 | 13F | Pacific Excel Wealth Advisors, Inc. | 12 656 | 23,85 | 1 100 | 35,64 | ||||
| 2026-04-15 | 13F | Trust Co Of Toledo Na /oh/ | 210 | 0,00 | 18 | 12,50 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 6 350 | −5,34 | 504 | −0,20 | ||||
| 2026-02-17 | 13F | Risk Paradigm Group, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-22 | 13F | Formidable Asset Management, LLC | 3 745 | 0,00 | 298 | 5,32 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 42 104 | −47,33 | 3 660 | −42,36 | ||||
| 2026-04-27 | 13F | Mount Yale Investment Advisors, LLC | 2 360 | 205 | ||||||
| 2026-02-12 | 13F | Wealthspire Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 34 995 | −32,02 | 3 042 | −25,61 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 4 220 | 2 957,97 | 367 | 3 560,00 | ||||
| 2026-05-13 | 13F | Fsb Premier Wealth Management, Inc. | 20 704 | −10,18 | 1 800 | −1,75 | ||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 23 771 | 224,25 | 2 066 | 254,98 | ||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 125 226 | 12,30 | 10 886 | 22,87 | ||||
| 2026-05-12 | 13F | Ausdal Financial Partners, Inc. | 2 462 | 214 | ||||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 256 428 | 547,32 | 22 | 633,33 | ||||
| 2026-04-28 | 13F | Stratos Wealth Advisors, LLC | 2 388 | 208 | ||||||
| 2026-04-29 | 13F | Richmond Investment Services, LLC | 2 959 | 5,60 | 257 | 15,77 | ||||
| 2026-05-14 | 13F | Gts Securities Llc | 30 202 | 2 625 | ||||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 3 383 | 0,00 | 294 | 9,70 | ||||
| 2026-04-15 | 13F | Iams Wealth Management, Llc | 10 717 | −35,76 | 932 | −29,74 | ||||
| 2026-04-20 | 13F | SILVER OAK SECURITIES, Inc | 0 | −100,00 | 0 | |||||
| 2026-05-14 | 13F | Allworth Financial LP | 170 | 0,00 | 15 | 7,69 | ||||
| 2026-04-30 | 13F | BRYN MAWR TRUST Co | 0 | −100,00 | 0 | |||||
| 2026-05-13 | 13F | Brinker Capital Investments, LLC | 13 402 | −44,14 | 1 165 | −38,88 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 7 224 | −3,38 | 628 | 5,56 | ||||
| 2026-05-15 | 13F | Armis Advisers, LLC | 2 180 | 218 | ||||||
| 2026-02-13 | 13F | Pine Valley Investments Ltd Liability Co | 12 040 | 3,45 | 957 | 9,01 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 95 679 | −52,22 | 8 | −46,67 | ||||
| 2026-05-06 | 13F | Quest 10 Wealth Builders, Inc. | 254 | −13,01 | 22 | −4,35 | ||||
| 2026-04-30 | 13F | Waterfront Wealth Inc. | 10 640 | 0,00 | 925 | −1,18 | ||||
| 2026-04-22 | 13F | Pinnacle Bancorp, Inc. | 400 | 0,00 | 35 | 9,68 | ||||
| 2026-05-13 | 13F | Allie Family Office LLC | 32 052 | 6,80 | 2 786 | 16,86 | ||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 4 403 | −23,97 | 383 | −16,96 | ||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 144 | 25,22 | 13 | 33,33 | ||||
| 2026-05-12 | 13F | Crusonia Wealth Advisors LLC | 59 874 | −5,50 | 5 205 | 3,40 | ||||
| 2026-05-18 | 13F | Centaurus Financial, Inc. | 1 943 | 30,23 | 0 | |||||
| 2026-05-15 | 13F | Morgan Stanley | 1 264 068 | 14,19 | 109 885 | 24,94 | ||||
| 2026-05-05 | 13F | PFG Advisors | 4 001 | −13,66 | 348 | −5,71 | ||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 2 914 | −15,46 | 232 | −10,81 | ||||
| 2026-05-01 | 13F | Sage Private Wealth Group, Llc | 215 975 | 20,63 | 18 774 | 31,98 | ||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 55 | 0,00 | 5 | 0,00 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 2 392 | −25,97 | 208 | −19,14 | ||||
| 2026-04-21 | 13F | OneAscent Financial Services LLC | 17 270 | −30,97 | 1 501 | −24,46 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 134 942 | 32,59 | 11 730 | 45,08 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 1 687 | −37,75 | 147 | −32,09 | ||||
| 2026-04-16 | 13F | Davis Capital Management | 93 | 0,00 | 8 | 14,29 | ||||
| 2026-04-30 | 13F | Petix & Botte Co | 1 871 | −52,90 | 325 | 3,17 | ||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 6 558 | 84,42 | 570 | 102,13 | ||||
| 2026-04-17 | 13F | Ignite Planners, LLC | 5 776 | 115,04 | 529 | 126,07 | ||||
| 2026-05-14 | 13F | Gladstone Institutional Advisory LLC | 14 403 | 1 252 | ||||||
| 2026-04-16 | 13F | Balboa Wealth Partners | 18 443 | 1 603 | ||||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 7 627 | 0,58 | 663 | 10,13 | ||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 2 710 | 10,66 | 240 | 23,20 | ||||
| 2026-04-28 | 13F | LVZ Advisors, Inc. | 43 000 | 66,47 | 3 738 | 82,12 | ||||
| 2026-04-15 | 13F | Mainsail Financial Group, LLC | 81 144 | 0,17 | 7 054 | 9,60 | ||||
| 2026-05-05 | 13F | Cullen/frost Bankers, Inc. | 568 | 7,37 | 49 | 16,67 | ||||
| 2026-04-20 | 13F | ABLE Financial Group, LLC | 6 348 | −9,44 | 552 | −0,90 | ||||
| 2026-05-15 | 13F | Strive Financial Group ,LLC | 17 | 1 | ||||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 10 078 | −17,74 | 876 | −9,97 | ||||
| 2026-01-29 | 13F | Comerica Bank | 13 997 | −36,13 | 1 112 | −32,65 | ||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 25 793 | 38,85 | 2 242 | 52,00 | ||||
| 2026-05-14 | 13F | Harvest Investment Services, LLC | 2 732 | 237 | ||||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 16 996 | 1 | ||||||
| 2026-05-06 | 13F | LPL Financial LLC | 864 273 | 2,36 | 75 131 | 12,00 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 296 329 | 25 760 | ||||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 37 997 | −9,83 | 3 303 | −1,31 | ||||
| 2026-04-24 | 13F | Medallion Wealth Advisors, LLC | 269 | −30,49 | 23 | −23,33 | ||||
| 2026-04-20 | 13F | Greenup Street Wealth Management Llc | 47 192 | −4,56 | 4 102 | 4,43 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 22 363 | 1 944 | ||||||
| 2026-05-12 | 13F | IFG Advisory, LLC | 100 | −97,78 | 9 | −97,77 | ||||
| 2026-05-11 | 13F | Citigroup Inc | 246 | 0,00 | 21 | 10,53 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 881 | −5,06 | 74 | 0,00 | ||||
| 2026-05-06 | 13F | My Portfolio Guide, LLC | 202 | 18 | ||||||
| 2026-05-13 | 13F | Signature Equity Partners, LLC | 278 | −37,81 | 24 | −31,43 | ||||
| 2026-05-15 | 13F | GWM Advisors LLC | 16 942 | 31,38 | 602 | −41,31 | ||||
| 2026-04-22 | 13F | Asset Allocation Strategies LLC | 3 628 | −9,25 | 315 | −0,63 | ||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 43 234 | 28,97 | 3 758 | 41,12 | ||||
| 2026-05-12 | 13F | Kovack Advisors, Inc. | 2 319 | 203 | ||||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 240 | 0,00 | 21 | 5,26 | ||||
| 2026-04-23 | 13F | RIA Advisory Group LLC | 0 | −100,00 | 0 | |||||
| 2026-04-22 | 13F | Spire Wealth Management | 283 | 25 | ||||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 283 400 | 5,42 | 24 636 | 15,35 | ||||
| 2026-04-13 | 13F | Cyndeo Wealth Partners, LLC | 10 153 | 0,00 | 883 | 9,43 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 39 340 | 329,43 | 3 420 | 370,29 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 25 609 | 138,05 | 2 226 | |||||
| 2026-04-23 | 13F | American National Bank | 78 | 0,00 | 7 | 0,00 | ||||
| 2026-05-04 | 13F | HBW Advisory Services LLC | 17 002 | 1,14 | 1 478 | 10,64 | ||||
| 2026-05-15 | 13F | Two Sigma Securities, Llc | 3 108 | 270 | ||||||
| 2026-04-15 | 13F | Redhawk Wealth Advisors, Inc. | 29 378 | 2 554 | ||||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 3 356 | 3 547,83 | 292 | 4 057,14 | ||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 495 | −16,24 | 42 | −12,77 | ||||
| 2026-04-16 | 13F | Triad Wealth Partners, LLC | 6 799 | −7,79 | 591 | 1,03 | ||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 6 143 | 534 | ||||||
| 2026-05-12 | 13F | Kingsview Wealth Management, LLC | 81 376 | −5,41 | 7 074 | 3,50 | ||||
| 2026-05-14 | 13F | StoneX Group Inc. | 38 290 | 89,66 | 3 329 | 107,61 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 11 067 | −19,36 | 962 | −11,74 | ||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 4 211 | −5,98 | 366 | 3,10 | ||||
| 2026-04-27 | 13F | Koshinski Asset Management, Inc. | 42 246 | 17,00 | 3 672 | 28,03 | ||||
| 2026-05-13 | 13F | Keystone Wealth Services, LLC | 3 708 | 0,82 | 322 | 10,27 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 2 859 | −5,67 | 249 | 3,33 | ||||
| 2026-04-07 | 13F | SMI Advisory Services, LLC | 203 985 | 23,62 | 17 951 | 29,68 | ||||
| 2026-05-11 | 13F | L & S Advisors Inc | 34 174 | 0,08 | 2 971 | 9,51 | ||||
| 2026-04-21 | 13F | Sequent Planning LLC | 3 512 | 24,14 | 305 | 36,16 | ||||
| 2026-05-05 | 13F | UBS Group AG | 641 778 | 125,37 | 55 790 | 146,60 | ||||
| 2026-05-14 | 13F | EverSource Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 11 470 | 149,62 | 997 | 173,15 | ||||
| 2026-05-13 | 13F | Synergy Financial Management, LLC | 6 902 | 24,05 | 600 | 35,52 | ||||
| 2026-05-13 | 13F | First Trust Advisors Lp | 258 270 | 2 056,92 | 22 451 | 2 260,78 | ||||
| 2026-05-08 | 13F | Maia Wealth LLC | 0 | −100,00 | 0 | |||||
| 2026-05-13 | 13F | Calton & Associates, Inc. | 3 150 | 274 | ||||||
| 2026-05-14 | 13F | Mcguire Capital Advisors Inc | 9 | 0,00 | 1 | |||||
| 2026-05-14 | 13F | We Are One Seven, LLC | 9 318 | 171,27 | 810 | 197,79 | ||||
| 2026-04-16 | 13F | Aurora Private Wealth, Inc. | 3 120 | 0,00 | 0 | |||||
| 2026-06-04 | 13F | Midwest Financial Network, LLC | 19 036 | −33,85 | 1 655 | −27,65 | ||||
| 2026-04-06 | 13F | GAMMA Investing LLC | 1 731 | 0,00 | 150 | 9,49 | ||||
| 2026-04-20 | 13F | Hilton Head Capital Partners, LLC | 4 | 0,00 | 0 | |||||
| 2026-05-15 | 13F | Qube Research & Technologies Ltd | 4 200 | 365 | ||||||
| 2026-05-13 | 13F | GeoWealth Management, LLC | 2 473 | −27,24 | 215 | −20,74 | ||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 10 248 | 891 | ||||||
| 2026-04-29 | 13F | Envestnet Portfolio Solutions, Inc. | 5 445 | −26,39 | 473 | −19,42 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 13 465 | 12 972,82 | 1 171 | 14 525,00 | ||||
| 2026-05-12 | 13F/A | Signature Securities Group Corporation | 11 525 | 2,24 | 1 002 | 11,84 | ||||
| 2026-05-05 | 13F | SFI Advisors, LLC | 12 053 | −22,76 | 1 048 | −15,50 | ||||
| 2026-05-15 | 13F | Cresset Asset Management, LLC | 2 421 | 210 | ||||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 2 360 | 205 | ||||||
| 2026-04-06 | 13F | Private Client Services, Llc | 3 962 | −6,71 | 344 | 2,08 | ||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 0 | −100,00 | 0 | |||||
| 2026-05-14 | 13F | Synergy Investment Management, LLC | 946 | 82 | ||||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 26 793 | 198,70 | 2 267 | 218,40 | ||||
| 2026-04-15 | 13F | Nations Financial Group Inc, /ia/ /adv | 6 785 | 590 | ||||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 25 087 | −32,87 | 2 181 | −26,55 | ||||
| 2026-05-15 | 13F | Silver Grove Financial Group, Inc. | 351 | 31 | ||||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 238 100 | 14,56 | 20 697 | 25,35 | ||||
| 2026-05-08 | 13F | TPG Financial Advisors, LLC | 55 595 | −3,82 | 4 833 | 5,23 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 131 006 | −13,47 | 11 389 | −5,32 | ||||
| 2026-05-14 | 13F | Pinnacle Family Advisors, LLC | 6 924 | −4,65 | 602 | 4,34 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 1 048 | 91 | ||||||
| 2026-05-12 | 13F | Mainstay Capital Management Llc /adv | 15 348 | 1 334 | ||||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 599 | 52 | ||||||
| 2026-05-21 | 13F/A | J. Derek Lewis & Associates Inc. | 6 038 | 118,29 | 525 | 139,27 | ||||
| 2026-05-04 | 13F | Chicago Partners Investment Group LLC | 3 546 | 0,94 | 331 | 7,82 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 7 214 | 39,75 | 627 | 52,93 | ||||
| 2026-05-15 | 13F | Coppell Advisory Solutions LLC | 0 | −100,00 | 0 | |||||
| 2026-05-13 | 13F | NewEdge Wealth, LLC | 22 597 | −0,38 | 1 964 | 8,99 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 21 355 | 115,08 | 1 698 | 115,48 | ||||
| 2026-05-13 | 13F | Caitlin John, LLC | 60 | 0,00 | 5 | 25,00 | ||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 2 191 | 0,37 | 191 | 9,83 | ||||
| 2026-05-05 | 13F | Atria Investments Llc | 31 879 | −26,76 | 2 771 | −19,87 | ||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 20 935 | −30,30 | 1 820 | −23,76 | ||||
| 2026-05-04 | 13F | Element Wealth, LLC | 4 089 | −0,66 | 355 | 8,56 | ||||
| 2026-05-07 | 13F | Key Capital Management, INC | 37 | 3 | ||||||
| 2026-05-14 | 13F | Traction Financial Partners, LLC | 3 194 | −14,69 | 278 | −6,73 | ||||
| 2026-04-02 | 13F | Hilltop National Bank | 1 450 | 0,00 | 126 | 9,57 |
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