Grundläggande statistik
| Institutionella ägare | 199 total, 199 long only, 0 short only, 0 long/short - change of 2,05% MRQ |
| Genomsnittlig portföljallokering | 0.6638 % - change of −8,77% MRQ |
| Institutionella aktier (lång) | 32 695 393 (ex 13D/G) - change of 3,86MM shares 13,39% MRQ |
| Institutionellt värde (lång) | $ 957 107 USD ($1000) |
Institutionellt ägande och aktieägare
Innovator ETFs Trust - Innovator Defined Wealth Shield ETF (US:BALT) har 199 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 32,695,393 aktier. Största aktieägare inkluderar Wealthquest Corp, Advisor Group Holdings, Inc., Envestnet Asset Management Inc, Raymond James Financial Inc, Commonwealth Equity Services, Llc, Cetera Investment Advisers, Brinker Capital Investments, LLC, C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors, Crown Wealth Group, LLC, and Kure Advisory, LLC .
Innovator ETFs Trust - Innovator Defined Wealth Shield ETF (BATS:BALT) 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 15, 2025 is 32,68 / share. Previously, on September 16, 2024, the share price was 30,61 / share. This represents an increase of 6,76% 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.
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.
Uppgradera
för att låsa upp premiumdata och exportera till Excel 
.
| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-04 | 13F | Assetmark, Inc | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 177 994 | −29,26 | 5 710 | −27,68 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 841 791 | 41,96 | 27 005 | 45,13 | ||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 2 485 | −97,49 | 80 | −97,46 | ||||
| 2025-07-18 | 13F | Consolidated Planning Corp | 367 244 | 11 781 | ||||||
| 2025-08-13 | 13F | BCJ Capital Management, LLC | 135 559 | 5,55 | 4 349 | 7,92 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 26 375 | 14,10 | 846 | 16,69 | ||||
| 2025-07-14 | 13F | CRA Financial Services, LLC | 321 612 | 17,49 | 10 317 | 20,10 | ||||
| 2025-08-13 | 13F | Maia Wealth LLC | 14 455 | 4,66 | 464 | 7,67 | ||||
| 2025-07-17 | 13F | Archford Capital Strategies, LLC | 64 214 | 16,53 | 2 060 | 19,09 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 246 517 | 5,90 | 7 926 | 9,90 | ||||
| 2025-08-14 | 13F | Garden State Investment Advisory Services LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Financial Designs Corp | 186 679 | 2,24 | 5 989 | 4,52 | ||||
| 2025-08-06 | 13F | Vantage Financial Partners, LLC | 33 661 | −9,54 | 1 080 | −7,54 | ||||
| 2025-08-11 | 13F | Cannon Advisors, Inc. | 71 001 | 4,94 | 2 280 | 7,35 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 4 457 | 367,19 | 143 | 389,66 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 2 092 | 0,00 | 67 | 3,08 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 385 | 0,00 | 12 | 0,00 | ||||
| 2025-08-04 | 13F | 4J Wealth Management LLC | 154 128 | 134,96 | 4 944 | 140,23 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 26 031 | 835 | ||||||
| 2025-08-14 | 13F | Vista Investment Management | 10 465 | 0,00 | 336 | 2,13 | ||||
| 2025-07-22 | 13F | Partners Wealth Management, Llc | 18 520 | 0,00 | 581 | 0,00 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 120 260 | 414,39 | 3 858 | 426,19 | ||||
| 2025-08-04 | 13F | Prairie Wealth Advisors, Inc. | 209 419 | −5,06 | 6 718 | −2,93 | ||||
| 2025-08-13 | 13F | Virtue Capital Management, LLC | 16 021 | 514 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1 690 579 | −8,16 | 54 234 | −6,11 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 66 969 | −12,24 | 2 148 | −10,28 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 4 324 | 27,82 | 139 | 30,19 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 29 622 | −32,11 | 950 | −30,61 | ||||
| 2025-07-17 | 13F | Applied Capital LLC | 36 299 | 72,37 | 1 164 | 76,36 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 16 338 | 524 | ||||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 4 340 | 0,00 | 139 | 2,21 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 8 536 | 2 034,00 | 274 | 2 175,00 | ||||
| 2025-07-09 | 13F | Triumph Capital Management | 40 118 | −26,91 | 1 287 | −25,32 | ||||
| 2025-08-13 | 13F | Holos Integrated Wealth LLC | 146 428 | 12,77 | 4 749 | 16,57 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 672 379 | 45,08 | 22 | 50,00 | ||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 40 | 0,00 | 1 | 0,00 | ||||
| 2025-07-23 | 13F | RiverTree Advisors, LLC | 30 886 | −3,08 | 991 | −0,90 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 9 780 | −34,43 | 314 | −33,12 | ||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 53 348 | 0,00 | 1 711 | 2,21 | ||||
| 2025-08-07 | 13F | PFG Advisors | 39 854 | 1 279 | ||||||
| 2025-07-16 | 13F | Cambridge Advisors Inc. | 9 554 | 0,00 | 306 | 2,34 | ||||
| 2025-08-04 | 13F | Grant Street Asset Management, Inc. | 11 330 | 26,62 | 363 | 29,64 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 11 270 | 362 | ||||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 7 582 | −33,65 | 243 | −32,12 | ||||
| 2025-05-15 | 13F | Bank Of America Corp /de/ | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Keystone Wealth Services, LLC | 18 625 | −44,35 | 597 | −43,14 | ||||
| 2025-08-12 | 13F | Reliant Wealth Planning | 36 443 | 1 169 | ||||||
| 2025-07-30 | 13F | Capstone Triton Financial Group, LLC | 81 782 | 5,67 | 2 624 | 7,90 | ||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 821 790 | 3,56 | 26 363 | 5,82 | ||||
| 2025-08-11 | 13F | Atlantic Private Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 34 396 | 18,11 | 1 103 | 20,81 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 23 080 | −17,20 | 1 | |||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 1 084 063 | 2,33 | 35 | 3,03 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 7 459 | 0,00 | 0 | |||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 58 | 0,00 | 2 | 0,00 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 6 370 | −27,37 | 204 | −25,82 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 1 717 555 | −6,38 | 55 021 | −4,43 | ||||
| 2025-07-09 | 13F | Fermata Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-16 | 13F | Jones Financial Companies Lllp | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Winnow Wealth Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-16 | 13F | Arlington Capital Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Blair William & Co/il | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 11 450 | 0 | ||||||
| 2025-05-15 | 13F | Talon Private Wealth, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 460 547 | 9,91 | 15 | 7,69 | ||||
| 2025-07-29 | 13F | Alaska Permanent Capital Management | 5 198 | 167 | ||||||
| 2025-08-05 | 13F | Milestone Asset Management, Llc | 110 095 | −1,29 | 3 532 | 0,91 | ||||
| 2025-04-15 | 13F | Noble Wealth Management PBC | 18 540 | 17,79 | 582 | 17,61 | ||||
| 2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 109 187 | 9,13 | 3 426 | 9,00 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 61 398 | 12,05 | 1 970 | 14,54 | ||||
| 2025-08-14 | 13F | First Commonwealth Financial Corp /pa/ | 9 557 | 0,00 | 307 | 2,34 | ||||
| 2025-07-14 | 13F | Wealth Advisory Solutions, LLC | 27 905 | −2,74 | 895 | −0,56 | ||||
| 2025-07-15 | 13F | ACT Advisors, LLC. | 13 388 | 0,00 | 429 | 2,14 | ||||
| 2025-07-29 | 13F | Fundamentun, Llc | 234 673 | 37,94 | 7 528 | 41,03 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 241 517 | 7,30 | 7 748 | 9,70 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 494 367 | 175,46 | 15 859 | 181,64 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 110 055 | −22,82 | 3 531 | −21,10 | ||||
| 2025-08-05 | 13F | Code Waechter LLC | 93 416 | 10,23 | 2 997 | 149 700,00 | ||||
| 2025-07-29 | 13F | Madison Wealth Partners, Inc | 32 038 | −22,80 | 1 028 | −21,12 | ||||
| 2025-07-22 | 13F | Comprehensive Financial Consultants Institutional, Inc. | 88 028 | 0,71 | 2 824 | 2,95 | ||||
| 2025-08-18 | 13F | Arq Wealth Advisors, Llc | 240 997 | 0,00 | 7 562 | 0,00 | ||||
| 2025-07-08 | 13F | Range Financial Group LLC | 8 536 | 274 | ||||||
| 2025-08-13 | 13F | JT Stratford LLC | 33 145 | 1 063 | ||||||
| 2025-07-29 | 13F | Woodard & Co Asset Management Group Inc /adv | 289 195 | 1 278,30 | 9 277 | 1 309,88 | ||||
| 2025-08-05 | 13F | Continuum Wealth Advisors, Llc | 6 503 | 0,00 | 209 | 1,96 | ||||
| 2025-08-08 | 13F | Creative Planning | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Insight Wealth Partners, LLC | 19 207 | 55,25 | 616 | 58,76 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 304 525 | −12,71 | 9 769 | −10,75 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 640 059 | 4,99 | 20 533 | 7,34 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 199 870 | 64,50 | 6 412 | 68,18 | ||||
| 2025-07-07 | 13F | O'Connor Financial Group LLC | 20 110 | 2,43 | 647 | 5,03 | ||||
| 2025-08-01 | 13F | Integral Investment Advisors, Inc. | 55 471 | 0,00 | 1 780 | 2,24 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 155 324 | 147,30 | 4 983 | 152,89 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 66 189 | 10,47 | 2 123 | 12,93 | ||||
| 2025-08-13 | 13F | Balance Wealth, LLC | 25 601 | 19,65 | 821 | 22,35 | ||||
| 2025-08-01 | 13F | PCA Investment Advisory Services Inc. | 12 650 | −1,17 | 406 | 1,00 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 146 414 | 33,98 | 4 697 | 36,95 | ||||
| 2025-07-08 | 13F | Ptm Wealth Management, Llc | 322 027 | 11,17 | 10 364 | 17,97 | ||||
| 2025-08-04 | 13F | NBZ Investment Advisors LLC | 417 280 | 2,29 | 13 386 | 4,58 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 33 851 | 31,69 | 1 086 | 34,95 | ||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 16 246 | 521 | ||||||
| 2025-07-18 | 13F | New Wave Wealth Advisors Llc | 47 840 | 1 535 | ||||||
| 2025-08-11 | 13F | Brown Wealth Management, Llc | 133 494 | −0,34 | 4 282 | 1,88 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 97 208 | 105,22 | 3 118 | 109,83 | ||||
| 2025-04-09 | 13F | Paladin Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Keystone Financial Group, Inc. | 14 486 | −42,28 | 467 | −40,89 | ||||
| 2025-07-29 | 13F | Swmg, Llc | 26 768 | 0,00 | 867 | 3,22 | ||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 13 364 | −32,79 | 429 | −31,30 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 293 951 | −15,96 | 9 430 | −14,09 | ||||
| 2025-07-07 | 13F | Dominguez Wealth Management Solutions, Inc. | 223 475 | 6,29 | 7 169 | 8,67 | ||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 24 782 | −2,29 | 795 | 0,00 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 23 128 | 39,23 | 744 | 42,80 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 114 831 | 9,05 | 3 684 | 11,47 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 268 323 | 28,85 | 8 608 | 31,73 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 111 563 | 120,06 | 3 579 | 125,03 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 34 309 | 107,88 | 1 101 | 112,77 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 8 071 | −0,17 | 259 | 1,98 | ||||
| 2025-08-14 | 13F | Novus Advisors, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 1 287 | 69,34 | 0 | |||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 1 072 378 | 50,71 | 34 402 | 54,07 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 2 306 222 | 29,82 | 73 983 | 32,72 | ||||
| 2025-07-31 | 13F | Whipplewood Advisors, LLC | 137 053 | 91 268,67 | 4 397 | 44,37 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 258 748 | 4,14 | 8 374 | 7,41 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 48 800 | 1 566 | ||||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 588 185 | 5 521,03 | 18 869 | 5 652,44 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 421 744 | 1,46 | 13 251 | 1,59 | ||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 6 279 | 201 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 131 794 | 45,29 | 4 | 100,00 | ||||
| 2025-08-08 | 13F | CFO4Life Group, LLC | 10 856 | −68,71 | 348 | −68,01 | ||||
| 2025-07-15 | 13F | BCS Wealth Management | 35 887 | −21,17 | 1 | 0,00 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 9 224 | 42,08 | 296 | 45,32 | ||||
| 2025-07-22 | 13F | D.B. Root & Company, LLC | 8 160 | 17,77 | 262 | 20,28 | ||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 119 440 | 7,52 | 3 832 | 9,93 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 43 921 | −0,45 | 1 409 | 1,73 | ||||
| 2025-08-13 | 13F | Wealthquest Corp | 3 153 269 | −8,41 | 101 157 | −6,37 | ||||
| 2025-08-07 | 13F | Encompass More Asset Management | 31 295 | 32,29 | 1 004 | 35,18 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 59 900 | 107,99 | 1 922 | 112,74 | ||||
| 2025-05-14 | 13F | Orion Capital Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Sfmg, Llc | 82 301 | 0,00 | 2 640 | 2,25 | ||||
| 2025-07-28 | 13F | Compass Advisory Group LLC | 694 363 | −0,75 | 22 275 | 1,46 | ||||
| 2025-08-05 | 13F | WorthPointe, LLC | 11 924 | −1,41 | 383 | 0,79 | ||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 21 648 | 13,26 | 694 | 15,86 | ||||
| 2025-08-08 | 13F | Comprehensive Financial Planning, Inc./PA | 58 795 | 2,30 | 1 886 | 4,60 | ||||
| 2025-08-11 | 13F | Sykon Capital Llc | 10 129 | 40,15 | 325 | 43,36 | ||||
| 2025-08-15 | 13F | Brown Financial Advisors | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | WPWealth LLP | 27 219 | 873 | ||||||
| 2025-07-28 | 13F | Elmwood Wealth Management, Inc. | 11 200 | 0,00 | 359 | 2,28 | ||||
| 2025-08-11 | 13F | Bellwether Advisors, LLC | 775 | 0,00 | 25 | 0,00 | ||||
| 2025-04-02 | 13F | Clark Asset Management, LLC | 0 | 0 | ||||||
| 2025-08-12 | 13F | MAI Capital Management | 286 | 0,00 | 9 | 12,50 | ||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 18 278 | 6,09 | 586 | 8,52 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 39 961 | −3,55 | 1 282 | −1,46 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 592 982 | 894,92 | 18 608 | 893,96 | ||||
| 2025-07-15 | 13F | Palumbo Wealth Management LLC | 42 462 | 44,33 | 1 362 | 47,56 | ||||
| 2025-08-12 | 13F | Long Island Wealth Management, Inc. | 212 397 | −0,64 | 6 814 | 1,58 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 190 595 | −9,35 | 6 | 0,00 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 22 857 | 733 | ||||||
| 2025-08-05 | 13F | Sigma Planning Corp | 303 152 | 56,44 | 9 725 | 59,95 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 40 506 | 3,12 | 1 299 | 5,44 | ||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 2 485 | −6,79 | 80 | −5,95 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 40 041 | −0,93 | 1 285 | 1,26 | ||||
| 2025-08-14 | 13F | Gallagher Fiduciary Advisors, LLC | 49 966 | 8,99 | 1 603 | 11,40 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 11 070 | 0,00 | 355 | 2,31 | ||||
| 2025-07-31 | 13F | Stegent Equity Advisors, Inc. | 16 721 | 26,61 | 536 | 29,47 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 39 853 | −9,41 | 1 278 | −7,39 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 1 004 | −47,63 | 32 | −46,67 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 165 193 | 13,23 | 5 299 | 15,75 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 88 343 | 2 834 | ||||||
| 2025-08-06 | 13F | Financial Advisory Corp /ut/ /adv | 86 736 | 5,40 | 3 | 0,00 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 54 794 | 4,48 | 1 758 | 6,81 | ||||
| 2025-07-14 | 13F | Kfg Wealth Management, Llc | 58 937 | 34,01 | 1 891 | 36,96 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 35 983 | 16,78 | 1 154 | 19,46 | ||||
| 2025-08-05 | 13F | Claro Advisors LLC | 29 795 | 7,95 | 956 | 10,28 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 6 600 | −13,16 | 212 | −11,34 | ||||
| 2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 6 764 | 1 203,28 | 217 | 1 250,00 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 139 322 | 4 469 | ||||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 533 353 | 51,76 | 17 110 | 55,14 | ||||
| 2025-07-16 | 13F | Vestia Personal Wealth Advisors | 8 058 | 0,00 | 259 | 2,38 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 8 345 | 14,39 | 268 | 17,11 | ||||
| 2025-07-14 | 13F | Chris Bulman Inc | 56 170 | −14,09 | 1 802 | −12,19 | ||||
| 2025-07-15 | 13F/A | Kure Advisory, LLC | 705 499 | 20,89 | 22 632 | 23,59 | ||||
| 2025-08-14 | 13F | Wick Capital Partners, LLC | 90 804 | 352,10 | 690 | 9,37 | ||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 48 355 | 123,42 | 1 551 | 128,42 | ||||
| 2025-07-10 | 13F | Pachira Investments Inc. | 35 313 | 1,34 | 1 133 | 3,57 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 6 768 | 0 | ||||||
| 2025-05-08 | 13F | IFG Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Beacon Financial Group | 109 725 | 46,61 | 3 520 | 49,87 | ||||
| 2025-07-16 | 13F | Crown Wealth Group, LLC | 764 336 | 7,30 | 24 520 | 9,69 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 491 944 | 8,23 | 15 782 | 10,65 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 51 871 | 0,43 | 2 | 0,00 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 37 845 | 0,60 | 1 214 | 2,88 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 34 550 | −0,29 | 1 123 | 3,13 | ||||
| 2025-07-21 | 13F | Triad Wealth Partners, LLC | 35 032 | 80,43 | 1 124 | 84,40 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 72 929 | 47,77 | 2 340 | 51,00 | ||||
| 2025-07-08 | 13F | Gradient Investments LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Pine Harbor Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Prasad Wealth Partners, LLC | 34 035 | 0,47 | 1 092 | 2,63 | ||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 21 655 | −38,61 | 695 | −37,25 | ||||
| 2025-08-05 | 13F | GHP Investment Advisors, Inc. | 2 508 | 0,00 | 80 | 2,56 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 83 722 | 3,58 | 2 686 | 5,88 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 4 951 | −57,80 | 159 | −57,07 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Capasso Planning Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 33 617 | 1 078 | ||||||
| 2025-08-15 | 13F | Nikulski Financial, Inc. | 7 700 | 10,32 | 247 | 12,79 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 631 | −96,97 | 20 | −96,93 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 288 917 | 11,21 | 9 268 | 13,69 | ||||
| 2025-08-14 | 13F | Core Wealth Advisors, Inc. | 162 744 | 19,81 | 5 221 | 22,48 | ||||
| 2025-07-09 | 13F | Central Valley Advisors, Llc | 313 806 | 0,79 | 10 067 | 3,04 | ||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 9 577 | −5,84 | 307 | −3,76 | ||||
| 2025-05-14 | 13F | Jane Street Group, Llc | 33 000 | 1 036 | ||||||
| 2025-05-14 | 13F | Caitlin John, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 25 343 | 24,01 | 813 | 26,83 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 7 710 | 137,45 | 247 | 144,55 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 35 680 | −1,05 | 1 145 | 1,15 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 14 960 | −35,25 | 480 | −33,84 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 23 213 | −35,40 | 745 | −33,98 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 467 315 | −0,70 | 14 991 | 1,51 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 20 156 | 651 | ||||||
| 2025-07-24 | 13F | Vantage Point Financial LLC | 10 663 | 342 | ||||||
| 2025-07-29 | 13F | Mattson Financial Services, LLC | 0 | −100,00 | 0 |
