Grundläggande statistik
| Institutionella ägare | 344 total, 344 long only, 0 short only, 0 long/short - change of −3,06% MRQ |
| Genomsnittlig portföljallokering | 0.4156 % - change of −17,90% MRQ |
| Institutionella aktier (lång) | 73 109 987 (ex 13D/G) - change of −11,27MM shares −13,35% MRQ |
| Institutionellt värde (lång) | $ 2 037 728 USD ($1000) |
Institutionellt ägande och aktieägare
VanEck ETF Trust - VanEck Fallen Angel High Yield Bond ETF (US:ANGL) har 344 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 73,109,987 aktier. Största aktieägare inkluderar Bank Of America Corp /de/, LPL Financial LLC, Capital Investment Advisors, LLC, Cerity Partners LLC, Morgan Stanley, Ameriprise Financial Inc, Wells Fargo & Company/mn, Charles Schwab Investment Management Inc, KAMIX - Kensington Managed Income Fund Institutional Class Shares, and Kensington Asset Management, LLC .
VanEck ETF Trust - VanEck Fallen Angel High Yield Bond ETF (NasdaqGM:ANGL) 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%.
The share price as of September 19, 2025 is 29,72 / share. Previously, on September 20, 2024, the share price was 29,38 / share. This represents an increase of 1,16% over that period.
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
Se Ownership Explorer, som innehåller en lista över de högst rankade företagen.
AI+ Ask Fintel’s AI assistant about VanEck ETF Trust - VanEck Fallen Angel High Yield Bond ETF.
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Institutionell sälj/köp-kvot
Förutom att rapportera vanliga eget kapital- och skuldemissioner måste institutioner med mer än 100MM tillgångar under förvaltning också avslöja sina innehav av sälj- och köpoptioner. Eftersom säljoptioner i allmänhet indikerar ett negativt sentiment och köpoptioner indikerar ett positivt sentiment, kan vi få en uppfattning om det övergripande institutionella sentimentet genom att plotta förhållandet mellan säljoptioner och köpoptioner. Diagrammet till höger visar det historiska förhållandet mellan sälj- och köpoptioner för detta instrument.
Genom att använda sälj/köp-kvoten som en indikator på aktieägarnas sentiment undviker man en av de största bristerna med att använda det totala institutionella ägandet, nämligen att en betydande del av de förvaltade tillgångarna investeras passivt för att följa index. Passivt förvaltade fonder köper vanligtvis inte optioner, så indikatorn för sälj/köp-kvoten ger en bättre bild av stämningen i aktivt förvaltade fonder.
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-09 | 13F | David J Yvars Group | 8 115 | 1,44 | 238 | 3,04 | ||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 15 149 | 0,79 | 444 | 2,31 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 215 943 | 6,64 | 6 295 | 7,81 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 328 556 | 8,74 | 9 620 | 12,55 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 49 | 0,00 | 1 | 0,00 | ||||
| 2025-08-05 | 13F | Lifeworks Advisors, LLC | 23 583 | −3,92 | 691 | −2,54 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 38 368 | 3,38 | 1 123 | 4,86 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 10 785 | 0,66 | 316 | 3,62 | ||||
| 2025-08-14 | 13F | Strategic Wealth Designers | 17 776 | 10,77 | 520 | 12,31 | ||||
| 2025-08-05 | 13F | Pointe Capital Management LLC | 7 718 | 0,00 | 226 | 1,35 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 136 027 | −11,28 | 3 983 | −10,01 | ||||
| 2025-07-30 | 13F | Southern Farm Bureau Life Insurance | 1 231 447 | 0,00 | 36 | 0,00 | ||||
| 2025-07-08 | 13F | Goldstone Financial Group, LLC | 14 593 | 9,83 | 426 | 10,97 | ||||
| 2025-08-14 | 13F | Transamerica Financial Advisors, Inc. | 920 | −99,48 | 27 | 420,00 | ||||
| 2025-08-04 | 13F | Center for Financial Planning, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Clear Investment Research, Llc | 55 647 | 0,97 | 1 629 | 2,45 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 2 501 | 2,17 | 73 | 4,29 | ||||
| 2025-08-15 | 13F | Global View Capital Management LLC | 9 043 | 7,09 | 265 | 8,64 | ||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 11 654 | 13,24 | 341 | 15,20 | ||||
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 406 | 0,00 | 12 | 0,00 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 2 796 | −23,36 | 82 | −22,86 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 710 526 | 20 804 | ||||||
| 2025-08-07 | 13F | Alpha Cubed Investments, LLC | 29 974 | 39,45 | 878 | 41,45 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 78 876 | 1,05 | 2 309 | 2,53 | ||||
| 2025-05-08 | 13F | Banque Cantonale Vaudoise | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 254 614 | −5,36 | 7 | 0,00 | ||||
| 2025-07-23 | 13F | Traphagen Investment Advisors Llc | 9 996 | −0,74 | 293 | 0,69 | ||||
| 2025-03-27 | NP | RLGAX - RiverFront Asset Allocation Growth & Income Investor Shares | 59 149 | −4,67 | 1 718 | −4,13 | ||||
| 2025-08-18 | 13F | Goodman Advisory Group, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-05-06 | 13F | Fpc Investment Advisory, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Alteri Wealth LLC | 9 076 | 16,21 | 266 | 17,78 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 30 595 | −9,06 | 896 | −7,73 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | CHB Investment Group, LLC | 297 549 | −2,55 | 9 | 0,00 | ||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 1 033 582 | 2,72 | 30 263 | 4,22 | ||||
| 2025-07-21 | 13F | TFG Advisers LLC | 34 194 | 1,23 | 1 001 | 2,77 | ||||
| 2025-08-11 | 13F | FSC Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-09-15 | 13F/A | Migdal Insurance & Financial Holdings Ltd. | 100 | 0,00 | 0 | |||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 195 | 0,00 | 6 | 0,00 | ||||
| 2025-08-14 | 13F | Capitolis Liquid Global Markets LLC | 97 500 | 2 855 | ||||||
| 2025-07-08 | 13F | Melone Private Wealth, LLC | 209 211 | 1,34 | 6 099 | 2,37 | ||||
| 2025-08-11 | 13F | Performa Ltd (US), LLC | 111 317 | −76,56 | 3 259 | −76,22 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 35 050 | 1,02 | 1 026 | 2,50 | ||||
| 2025-08-14 | 13F | Shepherd Kaplan Krochuk, Llc | 298 616 | −3,33 | 8 743 | −1,92 | ||||
| 2025-07-17 | 13F | Janney Capital Management LLC | 429 100 | −1,90 | 13 | 0,00 | ||||
| 2025-07-24 | NP | AIHAX - Horizon Active Income Fund Advisor Class | 3 601 | −99,63 | 103 | −99,64 | ||||
| 2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 11 500 | 0,00 | 337 | 6,67 | ||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 22 542 | −1,78 | 660 | −0,30 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 98 | 0,00 | 3 | 0,00 | ||||
| 2025-04-25 | 13F | Sovran Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Congress Asset Management Co /ma | 106 124 | −8,31 | 3 107 | −6,98 | ||||
| 2025-07-28 | 13F | Essex LLC | 177 449 | 2,28 | 5 196 | 3,78 | ||||
| 2025-08-14 | 13F | Horizon Investments, LLC | 755 471 | −26,42 | 21 894 | −25,31 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 71 346 | −75,93 | 2 089 | −75,57 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 112 063 | −7,97 | 3 281 | −6,63 | ||||
| 2025-07-30 | 13F | Securian Asset Management, Inc | 129 000 | −24,03 | 3 777 | −22,92 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Frank, Rimerman Advisors LLC | 125 518 | −0,76 | 3 675 | 0,68 | ||||
| 2025-07-15 | 13F | Wela Strategies, Inc. | 196 024 | 0,63 | 5 740 | 2,10 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-13 | 13F | 1832 Asset Management L.P. | 1 225 643 | 4,00 | 35 887 | 5,51 | ||||
| 2025-08-18 | 13F | Tactive Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 24 187 | −77,58 | 1 | −100,00 | ||||
| 2025-07-28 | 13F | Kiker Wealth Management, LLC | 72 | −50,34 | 2 | −50,00 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 9 386 | 10,35 | 275 | 11,84 | ||||
| 2025-08-11 | 13F | Delta Asset Management Llc/tn | 74 | 0,00 | 2 | 0,00 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 8 870 | 260 | ||||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 7 746 | 227 | ||||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 57 | 0,00 | 2 | 0,00 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 298 | 0,00 | 9 | 0,00 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 2 180 944 | −16,63 | 63 776 | −15,53 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 3 106 | 3,50 | 90 | 4,65 | ||||
| 2025-08-14 | 13F | Betterment LLC | 103 556 | 2,35 | 3 | 50,00 | ||||
| 2025-07-22 | 13F | Global Assets Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Toroso Investments, LLC | 281 572 | 8 244 | ||||||
| 2025-07-16 | 13F | Octavia Wealth Advisors, LLC | 145 275 | −57,80 | 4 254 | −57,19 | ||||
| 2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 877 | 26 | ||||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 282 609 | 8 | ||||||
| 2025-07-15 | 13F | ACT Advisors, LLC. | 257 623 | 7 543 | ||||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 174 471 | 14,90 | 5 109 | 16,57 | ||||
| 2025-08-13 | 13F | Virtue Capital Management, LLC | 31 041 | 909 | ||||||
| 2025-07-08 | 13F | Baker Ellis Asset Management LLC | 13 681 | −49,17 | 401 | −48,45 | ||||
| 2025-08-14 | 13F | Van Eck Associates Corp | 1 312 | −7,48 | 0 | |||||
| 2025-08-14 | 13F | Engineers Gate Manager LP | 31 092 | 19,47 | 910 | 21,17 | ||||
| 2025-04-16 | 13F | Fortitude Family Office, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-28 | NP | TFAZX - TFA Tactical Income Fund Class I | 28 681 | −44,84 | 840 | −43,92 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 11 227 | −18,65 | 329 | −17,59 | ||||
| 2025-08-13 | 13F | Hsbc Holdings Plc | 13 430 | −67,58 | 393 | −67,09 | ||||
| 2025-08-21 | 13F | Aveo Capital Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-06-20 | NP | ABXB - TrimTabs Donoghue Forlines Tactical High Yield ETF | 811 | −83,15 | 23 | −84,17 | ||||
| 2025-07-11 | 13F | Cypress Financial Planning Llc | 411 103 | 6,48 | 12 037 | 8,03 | ||||
| 2025-08-12 | 13F | Allianz Investment Management U.S. LLC | 248 042 | 0,00 | 7 263 | 4,38 | ||||
| 2025-08-12 | 13F | White Pine Capital Llc | 42 601 | −2,92 | 1 247 | −1,50 | ||||
| 2025-04-21 | 13F | Kingswood Wealth Advisors, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 0 | 0 | ||||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 1 802 | −29,06 | 53 | −28,77 | ||||
| 2025-08-12 | 13F | RiverFront Investment Group, LLC | 104 857 | −85,99 | 3 070 | −85,78 | ||||
| 2025-07-24 | 13F | Costello Asset Management, INC | 1 540 | 0,33 | 45 | 2,27 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 13 981 | −19,55 | 409 | −18,36 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Sunburst Financial Group, LLC | 12 111 | 0,27 | 355 | 1,72 | ||||
| 2025-08-14 | 13F | Vista Private Wealth Partners. LLC | 83 558 | 7,82 | 2 447 | 9,39 | ||||
| 2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 28 140 | 1,17 | 824 | 2,62 | ||||
| 2025-05-15 | 13F | Mariner, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Csenge Advisory Group | 11 454 | −12,61 | 329 | −10,38 | ||||
| 2025-08-12 | NP | KAMIX - Kensington Managed Income Fund Institutional Class Shares | 1 363 870 | −38,56 | 39 934 | −37,66 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 374 795 | −4,33 | 10 974 | −2,94 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 7 806 | 229 | ||||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 23 243 | −36,60 | 681 | −35,73 | ||||
| 2025-08-08 | 13F | Kaizen Financial Strategies | 12 983 | 86,81 | 380 | 90,00 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 12 111 | −0,03 | 355 | 1,43 | ||||
| 2025-08-05 | 13F | EPG Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Mirae Asset Global Investments Co., Ltd. | 58 847 | 297,35 | 1 723 | 304,46 | ||||
| 2025-08-11 | 13F | GW&K Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | MAI Capital Management | 7 209 | −15,91 | 211 | −14,57 | ||||
| 2025-08-15 | 13F | Lantern Wealth Advisors, LLC | 13 779 | 8,40 | 403 | 10,71 | ||||
| 2025-07-23 | 13F | Elm3 Financial Group, LLC | 7 515 | 6,76 | 220 | 8,37 | ||||
| 2025-08-11 | 13F | Mosaic Family Wealth Partners, Llc | 160 960 | 4,88 | 4 713 | 6,39 | ||||
| 2025-07-15 | 13F | Sheets Smith Wealth Management | 31 001 | −5,42 | 908 | −4,02 | ||||
| 2025-08-11 | 13F | Outlook Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | BCS Wealth Management | 21 241 | −12,00 | 1 | |||||
| 2025-07-17 | 13F | Farmers & Merchants Trust Co of Long Beach | 23 600 | 0,00 | 691 | 1,47 | ||||
| 2025-08-14 | 13F | Talon Private Wealth, LLC | 768 | 22 | ||||||
| 2025-07-14 | 13F | IronOak Wealth LLC. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Hrt Financial Lp | 29 717 | −24,45 | 1 | −100,00 | ||||
| 2025-08-11 | 13F | Pineridge Advisors LLC | 343 | 2,39 | 10 | 11,11 | ||||
| 2025-08-13 | 13F | Guggenheim Capital Llc | 457 885 | −3,65 | 13 407 | −2,25 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 287 201 | 5,14 | 8 409 | 6,67 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 2 419 | −3,12 | 71 | −2,78 | ||||
| 2025-05-14 | 13F | One Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | Colton Groome Financial Advisors, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 2 151 | −47,45 | 63 | −47,46 | ||||
| 2025-07-31 | 13F | Wright Fund Managment, LLC | 913 400 | 0,00 | 26 361 | 0,00 | ||||
| 2025-08-14 | 13F | Schwallier Wealth Management LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Millennium Management Llc | 19 056 | 19,47 | 558 | 21,09 | ||||
| 2025-08-07 | NP | CMBEX - Curasset Capital Management Core Bond Fund Founders Class | 72 926 | 2 135 | ||||||
| 2025-08-06 | 13F | Adviser Investments LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | IVC Wealth Advisors LLC | 7 300 | −14,77 | 214 | −13,77 | ||||
| 2025-08-13 | 13F | Consultiva Wealth Management, Corp. | 634 | 46,08 | 19 | 50,00 | ||||
| 2025-08-18 | 13F | Hershey Financial Advisers, LLC | 135 319 | 3 962 | ||||||
| 2025-08-05 | 13F | Snider Financial Group | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 127 | 1,60 | 4 | 0,00 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 29 388 | 253,43 | 860 | 259,83 | ||||
| 2025-07-10 | 13F | Tompkins Financial Corp | 1 555 | 0,00 | 46 | 2,27 | ||||
| 2025-07-21 | 13F | New Century Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 152 588 | 27,36 | 4 468 | 30,04 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 91 | 0,00 | 3 | 0,00 | ||||
| 2025-05-14 | 13F | Susquehanna International Group, Llp | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 625 | 0,00 | 18 | 0,00 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 86 806 | 2,20 | 2 542 | 3,67 | ||||
| 2025-08-05 | 13F | Sebold Capital Management, Inc. | 146 289 | −2,02 | 4 283 | −0,60 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 189 323 | 5,87 | 5 543 | 7,40 | ||||
| 2025-08-28 | NP | Northern Lights Fund Trust - Sierra Tactical Bond Fund Investor Class Shares | 1 049 200 | 14,87 | 30 721 | 16,54 | ||||
| 2025-04-23 | 13F | GHP Investment Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Iams Wealth Management, Llc | 58 007 | 31,35 | 1 698 | 33,28 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 81 051 | −19,86 | 2 373 | −18,68 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 386 113 | 0,40 | 11 305 | 1,87 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 38 911 | 0,92 | 1 139 | 2,52 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Allianz Asset Management GmbH | 182 379 | −35,41 | 5 340 | −34,47 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 73 531 | 2,93 | 2 153 | 4,42 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 45 904 | 1,55 | 1 344 | 3,07 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 45 691 | −8,71 | 1 338 | −7,41 | ||||
| 2025-07-16 | 13F | Fortune Financial Advisors, LLC | 14 297 | 0,41 | 419 | 1,95 | ||||
| 2025-05-06 | 13F | Venturi Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 489 | 409,38 | 14 | 600,00 | ||||
| 2025-05-12 | 13F | Regal Investment Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | LPL Financial LLC | 3 192 150 | −14,70 | 93 466 | −13,45 | ||||
| 2025-04-17 | 13F | Authentikos Wealth Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Quadrature Capital Ltd | 17 715 | 519 | ||||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 9 412 | 276 | ||||||
| 2025-07-21 | 13F | Financial Services Advisory Inc | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 20 590 | 5,66 | 603 | 7,12 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 183 489 | −62,60 | 5 373 | −62,06 | ||||
| 2025-07-25 | 13F | Transcendent Capital Group LLC | 30 480 | 0,00 | 892 | 1,48 | ||||
| 2025-07-17 | 13F | Prepared Retirement Institute LLC | 16 872 | 0,00 | 494 | 1,65 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 32 | 3,23 | 1 | |||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 59 623 | 13,95 | 1 746 | 16,26 | ||||
| 2025-07-16 | 13F | Signature Resources Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 27 175 | 5,17 | 796 | 6,71 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 4 192 | 19,63 | 123 | 20,79 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 3 188 119 | 4,66 | 93 348 | 6,18 | ||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 256 | −65,31 | 0 | |||||
| 2025-08-08 | 13F | Creative Planning | 9 202 | 269 | ||||||
| 2025-08-19 | NP | GARTX - Goldman Sachs Absolute Return Tracker Fund Class A | 459 700 | −20,19 | 13 460 | −20,53 | ||||
| 2025-08-12 | 13F | Insigneo Advisory Services, Llc | 129 002 | 0,62 | 3 777 | 2,08 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 1 605 | 11,54 | ||||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 8 558 | 0,00 | 251 | 1,63 | ||||
| 2025-08-14 | 13F | Fmr Llc | 388 | −52,39 | 11 | −52,17 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 562 | 0,00 | 16 | 0,00 | ||||
| 2025-08-05 | 13F | Landmark Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 9 453 | 3,00 | 277 | 4,55 | ||||
| 2025-07-22 | 13F | Silvia Mccoll Wealth Management, Llc | 119 164 | 0,43 | 3 489 | 1,90 | ||||
| 2025-08-13 | 13F | Plan Group Financial, LLC | 88 692 | 125,55 | 2 597 | 128,92 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 25 745 | 32,93 | 754 | 34,95 | ||||
| 2025-07-07 | 13F | Peak Financial Advisors Llc | 274 231 | −14,15 | 8 029 | −12,90 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 39 821 | 28,36 | 1 161 | 29,75 | ||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 14 729 | −11,57 | 428 | −8,35 | ||||
| 2025-07-29 | 13F | Activest Wealth Management | 0 | 0 | ||||||
| 2025-07-31 | 13F | Vaughan David Investments Inc/il | 10 369 | 0,00 | 0 | |||||
| 2025-07-22 | 13F | Accel Wealth Management | 121 060 | 0,93 | 3 545 | 2,40 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 7 226 | −6,36 | 212 | −4,95 | ||||
| 2025-07-31 | 13F/A | Avion Wealth | 42 | 0,00 | 0 | |||||
| 2025-07-30 | 13F | Towneley Capital Management, Inc / DE | 128 359 | 4,52 | 3 758 | 6,04 | ||||
| 2025-05-13 | 13F | EverSource Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-24 | NP | HTFNX - Horizon Tactical Fixed Income Fund Investor Class | 758 323 | −19,66 | 21 764 | −20,69 | ||||
| 2025-08-06 | 13F | Financial Advisory Corp /ut/ /adv | 65 226 | 0,70 | 2 | 0,00 | ||||
| 2025-08-12 | 13F | Charles Schwab Investment Management Inc | 1 401 209 | −4,67 | 41 027 | −3,28 | ||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Southland Equity Partners LLC | 7 289 | 0,04 | 213 | 1,43 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 143 719 | 22,72 | 4 208 | 24,53 | ||||
| 2025-07-29 | 13F | Elevation Capital Advisory, LLC | 76 461 | −76,65 | 2 239 | −76,32 | ||||
| 2025-08-06 | 13F | Disciplined Investors, L.L.C. | 8 700 | 0,00 | 255 | 1,20 | ||||
| 2025-05-08 | 13F | Us Financial Advisors, Llc | 186 146 | 6,56 | 5 372 | 7,27 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 47 471 | −6,55 | 1 390 | −5,25 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 10 725 | 314 | ||||||
| 2025-07-15 | 13F | Mather Group, Llc. | 15 479 | −90,91 | 453 | −90,78 | ||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 4 412 | −96,94 | 129 | −96,88 | ||||
| 2025-08-06 | 13F | Agf Management Ltd | 87 600 | −1,68 | 2 565 | −0,27 | ||||
| 2025-08-11 | 13F | Tidemark, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Retirement Guys Formula Llc | 48 684 | 0,74 | 1 425 | 2,22 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 306 000 | −5,63 | 8 960 | −4,26 | ||||
| 2025-08-05 | 13F | Fourth Dimension Wealth, LLC | 2 344 | −19,95 | 69 | −19,05 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 205 691 | −0,94 | 6 023 | 0,50 | ||||
| 2025-07-29 | 13F | Creekside Partners | 38 326 | 18,91 | 1 122 | 20,65 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 2 440 029 | −7,61 | 71 444 | −6,26 | ||||
| 2025-08-12 | 13F | CFC Planning Co LLC | 34 034 | −15,51 | 997 | −14,29 | ||||
| 2025-08-28 | NP | TFAFX - Tactical Growth Allocation Fund Class I | 11 150 | 11,53 | 326 | 13,59 | ||||
| 2025-08-07 | 13F | PFG Advisors | 8 323 | −50,00 | 244 | −49,37 | ||||
| 2025-07-08 | 13F | Arlington Trust Co LLC | 300 | 0,00 | 9 | 0,00 | ||||
| 2025-04-15 | 13F | Transform Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-14 | 13F | Delta Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Note Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-05 | 13F | Gries Financial Llc | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 28 617 | −7,60 | 838 | −5,96 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 36 259 | 11,09 | 1 062 | 12,75 | ||||
| 2025-07-24 | 13F | Bernard Wealth Management Corp. | 5 693 | −0,14 | 167 | 1,22 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 1 535 | 5,28 | 45 | 4,76 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Synergy Financial Management, LLC | 131 216 | 3 842 | ||||||
| 2025-05-09 | 13F | Pathway Financial Advisers, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 1 010 | 0,00 | 30 | 0,00 | ||||
| 2025-07-11 | 13F | International Private Wealth Advisors LLC | 23 658 | 0,00 | 693 | 1,47 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 8 690 | −7,58 | 254 | −6,27 | ||||
| 2025-08-14 | 13F | New England Asset Management Inc | 185 | 0,00 | 5 | 0,00 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-04-11 | 13F | LPF Advisors LLC | 107 454 | 9,67 | 3 101 | 10,40 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | TT Capital Management LLC | 25 961 | 738 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 70 831 | −21,06 | 2 074 | −19,93 | ||||
| 2025-08-07 | NP | CMIAX - Curasset Capital Management Limited Term Income Fund Class A | 91 788 | 2 688 | ||||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 534 | 6,37 | 16 | 7,14 | ||||
| 2025-07-10 | 13F | Strathmore Capital Advisors, Inc. | 19 455 | 565 | ||||||
| 2025-08-11 | 13F | Citigroup Inc | 183 428 | −8,51 | 5 371 | −7,19 | ||||
| 2025-07-14 | 13F | Occidental Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 67 073 | 2,38 | 1 964 | 3,86 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1 625 512 | −2,55 | 47 595 | −1,14 | ||||
| 2025-07-10 | 13F | Stewardship Advisors, LLC | 110 234 | 0,37 | 3 228 | 1,83 | ||||
| 2025-08-13 | 13F | Tranquilli Financial Advisor LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Alliancebernstein L.p. | 967 015 | 0,00 | 28 314 | 1,45 | ||||
| 2025-08-13 | 13F | Coco Enterprises, LLC | 95 164 | 3,93 | 2 786 | 11,53 | ||||
| 2025-08-14 | 13F | Quartz Partners, LLC | 19 026 | 0,00 | 557 | 1,46 | ||||
| 2025-04-23 | 13F | Mascagni Wealth Management, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-23 | 13F | Family Legacy, Inc. | 155 219 | 1,79 | 4 545 | 3,25 | ||||
| 2025-05-13 | 13F | State of Tennessee, Treasury Department | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 27 086 | −90,66 | 793 | −90,53 | ||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 7 902 | −3,52 | 228 | −2,56 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 28 068 | 3,89 | 822 | 5,39 | ||||
| 2025-07-30 | 13F | LifeWealth Investments, LLC | 10 522 | 27,83 | 308 | 29,96 | ||||
| 2025-07-15 | 13F | FLP Wealth Management, LLC | 11 756 | 323,49 | 339 | 329,11 | ||||
| 2025-07-02 | 13F | McAlister, Sweet & Associates, Inc. | 11 651 | −1,69 | 341 | −0,29 | ||||
| 2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 50 783 | 48,21 | 1 487 | 51,32 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 370 272 | 109,57 | 10 805 | 111,88 | ||||
| 2025-07-02 | 13F | Howard Financial Services, Ltd. | 552 880 | 6,42 | 16 188 | 7,96 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 97 415 | −56,40 | 2 853 | −55,75 | ||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 16 005 | 469 | ||||||
| 2025-08-04 | 13F | Assetmark, Inc | 574 | −76,85 | 17 | −77,46 | ||||
| 2025-07-24 | 13F | Etesian Wealth Advisors, Inc. | 16 038 | −11,54 | 470 | −10,33 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 680 309 | −23,11 | 19 919 | −22,00 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 305 | 0,99 | 9 | 0,00 | ||||
| 2025-08-08 | 13F | Wrapmanager Inc | 299 114 | 8,46 | 8 758 | 10,04 | ||||
| 2025-08-06 | 13F | New Millennium Group LLC | 26 | 0,00 | 1 | |||||
| 2025-07-30 | 13F | Atlantic Edge Private Wealth Management, LLC | 192 179 | −49,84 | 5 627 | −49,10 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 48 646 | 47,20 | 1 424 | 49,42 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 9 843 | 288 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 471 898 | −75,30 | 13 817 | −74,94 | ||||
| 2025-07-30 | 13F | Capstone Triton Financial Group, LLC | 67 433 | −8,91 | 1 974 | −6,97 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 9 760 | −79,60 | 286 | −79,35 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 3 046 620 | 3,25 | 89 205 | 4,75 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 0 | −100,00 | 0 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 45 193 | 6,56 | 1 323 | 8,18 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 26 539 | 7,39 | 777 | 8,98 | ||||
| 2025-08-13 | 13F | Safe Harbor Fiduciary, LLC | 2 | 0,00 | 0 | |||||
| 2025-07-09 | 13F | Breakwater Capital Group | 57 061 | 25,46 | 1 671 | 27,29 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 238 045 | −18,15 | 7 | −25,00 | ||||
| 2025-07-23 | 13F | Tcfg Wealth Management, Llc | 12 225 | 0,00 | 358 | 1,42 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 17 631 | 7,05 | 516 | 8,63 | ||||
| 2025-08-01 | 13F | Biltmore Family Office, LLC | 1 394 | 0,00 | 41 | 0,00 | ||||
| 2025-07-09 | 13F | Post Resch Tallon Group Inc. | 11 521 | −1,50 | 337 | 0,60 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 5 218 | 19,90 | 0 | |||||
| 2025-07-10 | 13F | Marshall Financial Group LLC | 9 789 | −8,36 | 284 | −7,79 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 33 | −58,23 | 1 | −100,00 | ||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-01 | 13F | Liberty Wealth Management Llc | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 18 631 | −98,37 | 546 | −98,35 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 266 | 0,00 | 8 | 0,00 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 91 830 | 15,60 | 2 689 | 17,28 | ||||
| 2025-07-29 | 13F | Liberty Square Wealth Partners Llc | 22 239 | 0,00 | 651 | 1,56 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 74 048 | −19,36 | 2 168 | −18,19 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 16 769 | −88,25 | 490 | −88,10 | ||||
| 2025-07-18 | 13F | B.O.S.S. Retirement Advisors, LLC | 35 363 | −2,16 | 1 035 | −0,77 | ||||
| 2025-08-13 | 13F | Global Endowment Management, LP | 50 000 | 0,00 | 1 464 | 1,46 | ||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 192 341 | 3,49 | 5 632 | 5,00 | ||||
| 2025-07-15 | 13F | Axis Wealth Partners, LLC | 36 640 | 29,42 | 1 073 | 31,21 | ||||
| 2025-07-24 | 13F | Conning Inc. | 97 267 | 91,83 | 2 848 | 94,60 | ||||
| 2025-08-04 | 13F | Deseret Mutual Benefit Administrators | 60 645 | 1,63 | 1 776 | 3,14 | ||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 68 | −37,04 | 2 | −66,67 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 221 067 | −0,25 | 6 473 | 1,20 | ||||
| 2025-08-14 | 13F | UBS Group AG | 165 772 | 3,01 | 4 854 | 4,50 | ||||
| 2025-07-18 | 13F | Cooper Financial Group | 111 827 | 4,63 | 3 274 | 6,16 | ||||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 10 411 | −0,56 | 305 | 0,66 | ||||
| 2025-07-21 | 13F | Cape Cod Five Cents Savings Bank | 562 071 | 0,00 | 16 531 | 0,00 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 71 500 | −43,03 | 2 094 | −42,21 | ||||
| 2025-08-01 | 13F | Winebrenner Capital Management Llc | 35 716 | −0,43 | 1 046 | 0,97 | ||||
| 2025-08-14 | 13F | Graney & King, LLC | 118 351 | 7,31 | 3 465 | 8,89 | ||||
| 2025-07-10 | 13F | Redhawk Wealth Advisors, Inc. | 10 661 | −4,04 | 312 | −2,50 | ||||
| 2025-08-13 | 13F | Morton Community Bank | 10 369 | 0,00 | 304 | 1,34 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 71 350 | −0,39 | 2 089 | 1,06 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 108 663 | −47,66 | 3 182 | −46,90 | ||||
| 2025-07-10 | 13F | High Net Worth Advisory Group LLC | 17 397 | 6,10 | 509 | 7,61 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 840 | 0,00 | 25 | 0,00 | ||||
| 2025-05-02 | 13F | Lokken Investment Group LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 108 | 0,00 | 3 | 0,00 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 20 834 | 4,21 | 610 | 5,90 | ||||
| 2025-08-05 | 13F | Milestone Asset Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F/A | Sterling Capital Management LLC | 16 | 6,67 | 0 | |||||
| 2025-08-07 | 13F | 1620 Investment Advisors, Inc. | 51 344 | 3,12 | 1 503 | 4,67 | ||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 27 778 | −8,09 | 813 | −6,77 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 18 200 | −17,27 | 533 | −16,09 | |||
| 2025-08-14 | 13F | Citadel Advisors Llc | 53 514 | 1 202,68 | 1 567 | 1 227,12 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 229 940 | −54,38 | 6 733 | −53,72 | ||||
| 2025-07-16 | 13F | Meridian Financial, LLC | 7 172 | 210 | ||||||
| 2025-07-16 | 13F | RWM Asset Management, LLC | 349 545 | 1,91 | 10 235 | 3,39 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 19 400 716 | −1,79 | 568 053 | −0,36 | ||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 3 904 | 11,00 | 114 | 12,87 | ||||
| 2025-04-21 | 13F | PSI Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | TFB Advisors LLC | 11 505 | −0,01 | 337 | 1,20 | ||||
| 2025-07-23 | 13F | REAP Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Wolff Wiese Magana Llc | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Prosperity Consulting Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Richard W. Paul & Associates, LLC | 649 | 0,00 | 19 | 5,56 | ||||
| 2025-08-05 | 13F | Aviance Capital Partners, LLC | 15 226 | −6,75 | 446 | −5,52 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 63 | 0,00 | 2 | 0,00 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 489 526 | −19,86 | 14 333 | −18,70 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 63 983 | −6,93 | 1 873 | −5,55 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 6 550 | −61,92 | 192 | −61,49 | ||||
| 2025-08-05 | 13F | Optivise Advisory Services LLC | 30 095 | 881 | ||||||
| 2025-03-27 | NP | RWDIX - Redwood Managed Volatility Fund Class I | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-10 | 13F | American Financial Advisors, LLC | 485 489 | −1,23 | 14 215 | 0,21 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 310 | 9 | ||||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 5 093 | 4,95 | 149 | 6,43 | ||||
| 2025-07-30 | 13F | Darrow Company, Inc. | 87 860 | 7,56 | 2 570 | 9,08 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 10 150 | −75,77 | 297 | −75,41 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 125 310 | −22,51 | 3 670 | −21,38 | ||||
| 2025-07-16 | 13F | NovaPoint Capital, LLC | 44 551 | −6,16 | 1 304 | −4,82 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 8 210 | 0,54 | 240 | 2,13 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 13 001 | 4,63 | 381 | 6,15 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 17 708 | 516 | ||||||
| 2025-07-29 | 13F | Crux Wealth Advisors | 9 722 | −34,90 | 285 | −34,11 | ||||
| 2025-07-10 | 13F | Burns J W & Co Inc/ny | 66 667 | −2,09 | 1 952 | −0,66 | ||||
| 2025-08-11 | 13F | Brass Tax Wealth Management, Inc | 375 580 | 1,42 | 10 997 | 2,89 | ||||
| 2025-07-28 | 13F | Cornerstone Wealth Group, LLC | 38 137 | −24,64 | 1 117 | −23,56 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Concord Wealth Partners | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 35 572 | 84,83 | 1 | |||||
| 2025-08-08 | 13F | Gts Securities Llc | 7 823 | 229 | ||||||
| 2025-07-15 | 13F | Christensen, King & Associates Investment Services, Inc. | 18 251 | 0,47 | 534 | 1,52 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 14 | 0 | ||||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 18 020 | −71,59 | 528 | −71,20 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 6 164 | −1,86 | 180 | −0,55 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 250 | −1,96 | 7 | 0,00 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 9 294 | −40,57 | 272 | −39,69 | ||||
| 2025-08-13 | 13F | M Holdings Securities, Inc. | 196 901 | 6,20 | 6 | 0,00 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 627 875 | 3,22 | 18 384 | 4,72 | ||||
| 2025-07-14 | 13F | MY Wealth Management Inc. | 7 108 | −4,94 | 208 | −3,26 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 513 617 | −39,03 | 15 039 | −38,15 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 202 480 | −8,54 | 5 927 | −7,20 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 243 074 | −43,63 | 7 | −41,67 | ||||
| 2025-07-10 | 13F | HF Advisory Group, LLC | 6 907 | 202 | ||||||
| 2025-07-29 | 13F | Interactive Financial Advisors | 88 074 | −4,44 | 2 579 | −3,08 | ||||
| 2025-07-24 | 13F | McKinley Carter Wealth Services, Inc. | 18 365 | −2,67 | 538 | −1,29 | ||||
| 2025-08-14 | 13F | Oxford Financial Group Ltd | 106 | 0,00 | 3 | 0,00 | ||||
| 2025-07-31 | 13F | Hobart Private Capital, LLC | 33 113 | −58,85 | 970 | −58,27 | ||||
| 2025-07-07 | 13F | Wilson & Boucher Capital Management, LLC | 32 200 | −7,20 | 943 | −5,89 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 52 737 | −3,03 | 1 544 | −1,59 | ||||
| 2025-08-12 | 13F | Bokf, Na | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Wbi Investments, Inc. | 14 897 | 0,51 | 436 | 2,11 | ||||
| 2025-07-31 | 13F | Perissos Private Wealth Management, LLC | 62 095 | 6,51 | 1 818 | 8,09 | ||||
| 2025-08-11 | 13F | Comprehensive Wealth Management, LLC | 37 508 | 41,17 | 1 098 | 43,34 | ||||
| 2025-08-14 | 13F | Comerica Bank | 10 408 | −26,93 | 305 | −26,03 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 41 517 | −7,73 | 1 216 | −6,39 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 556 | 0,00 | 16 | 0,00 | ||||
| 2025-06-10 | 13F | Birchbrook, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 125 226 | 0,70 | 3 667 | 2,17 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 54 257 | 32,71 | 1 589 | 34,69 | ||||
| 2025-07-07 | 13F | Investors Research Corp | 809 | 0,00 | 24 | 0,00 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 0 | 0 | ||||||
| 2025-08-15 | 13F/A | Symphony Financial, Ltd. Co. | 298 978 | 3 103,79 | 8 846 | 3 200,37 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 159 581 | 24,35 | 4 673 | 26,17 | ||||
| 2025-05-15 | 13F | Icon Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-08 | 13F | Lowe Wealth Advisors, LLC | 2 320 | 0,00 | 68 | 1,52 | ||||
| 2025-08-11 | 13F | Nomura Asset Management Co Ltd | 219 168 | 3,32 | 6 417 | 4,84 | ||||
| 2025-07-22 | 13F | Hill Island Financial Llc | 8 846 | −32,52 | 259 | −31,48 | ||||
| 2025-08-12 | 13F | Kensington Asset Management, LLC | 1 363 870 | −38,56 | 39 934 | −37,66 |
Other Listings
| MX:ANGL |
