BOXX - EA Series Trust - Alpha Architect 1-3 Month Box ETF Aktier - Aktiekurs, institutionellt ägande, aktieägare (BATS)

EA Series Trust - Alpha Architect 1-3 Month Box ETF
US ˙ BATS ˙ US02072L5654

Grundläggande statistik
Institutionella ägare 249 total, 249 long only, 0 short only, 0 long/short - change of 10,67% MRQ
Genomsnittlig portföljallokering 1.1265 % - change of −19,11% MRQ
Institutionella aktier (lång) 11 775 883 (ex 13D/G) - change of −0,65MM shares −5,22% MRQ
Institutionellt värde (lång) $ 1 191 885 USD ($1000)
Institutionellt ägande och aktieägare

EA Series Trust - Alpha Architect 1-3 Month Box ETF (US:BOXX) har 249 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 11,775,883 aktier. Största aktieägare inkluderar Wealth Enhancement Advisory Services, Llc, Rockefeller Capital Management L.P., Cambridge Investment Research Advisors, Inc., Empowered Funds, LLC, True Wealth Design, LLC, ADAR1 Capital Management, LLC, Insight Advisors, LLC/ PA, Ethos Financial Group, LLC, Bravias Capital Group, LLC, and Pennington Partners & Co., Llc .

EA Series Trust - Alpha Architect 1-3 Month Box ETF (BATS:BOXX) 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 113,72 / share. Previously, on September 23, 2024, the share price was 108,82 / share. This represents an increase of 4,50% over that period.

BOXX / EA Series Trust - Alpha Architect 1-3 Month Box ETF Institutional Ownership
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.

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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.

BOXX / EA Series Trust - Alpha Architect 1-3 Month Box ETF Historical Put/Call Ratio
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
(%)
2025-08-14 13F Integrated Wealth Concepts LLC 49 715 3,18 5 602 4,28
2025-07-30 13F Brookstone Capital Management 41 554 0,66 4 682 1,74
2025-08-06 13F Ethos Financial Group, LLC 271 397 −16,75 30 581 −14,95
2025-07-25 13F Commonwealth Financial Services, LLC 27 976 −14,52 3 152 −13,60
2025-07-14 13F Seed Wealth Management, Inc. 34 105 10,57 3 843 11,75
2025-07-17 13F XY Planning Network, Inc. 2 256 254
2025-08-04 13F Pensionmark Financial Group, Llc 47 985 29,58 5 407 30,96
2025-09-12 13F/A Valeo Financial Advisors, LLC 4 422 41,64 498 43,10
2025-07-25 13F Wells Financial Advisors INC 33 0,00 4 0,00
2025-07-22 13F Wealthcare Advisory Partners LLC 13 577 125,27 1 530 127,87
2025-08-28 13F/A Lavaca Capital Llc 2 723 4,77 307 5,88
2025-07-11 13F Busey Wealth Management 9 600 0,00 1 082 1,03
2025-07-30 13F Green Square Capital Advisors Llc 8 170 0,00 921 1,10
2025-08-12 13F Titleist Asset Management, Llc 206 620 23 282
2025-04-21 13F Nelson, Van Denburg & Campbell Wealth Management Group, LLC 0 −100,00 0
2025-08-07 13F Nwam Llc 70 734 38,03 7 996 39,94
2025-08-15 13F Morse Asset Management, Inc 12 000 1 352
2025-08-04 13F Simon Quick Advisors, Llc 11 303 −61,92 1 274 −61,53
2025-08-12 13F Richard W. Paul & Associates, LLC 1 949 0,00 220 0,92
2025-06-03 13F Invst, LLC 57 203 −5,43 6 378 −4,39
2025-08-14 13F/A Skopos Labs, Inc. 211 24
2025-07-23 13F Quarry Hill Advisors, Llc 44 581 20,94 5 023 22,24
2025-07-15 13F Well Done, LLC 17 408 −33,29 1 962 −31,84
2025-08-12 13F Integrated Advisors Network LLC 9 000 1 014
2025-07-25 13F Atria Wealth Solutions, Inc. 0 −100,00 0
2025-08-12 13F DCF Advisers, LLC 10 000 0,00 1 127 1,08
2025-07-28 13F Innova Wealth Partners 67 269 6,84 7 580 7,98
2025-08-04 13F Atria Investments Llc 24 035 199,50 2 708 202,91
2025-08-08 13F Capital Investment Advisory Services, LLC 6 030 180,47 679 184,10
2025-08-13 13F Per Stirling Capital Management, LLC. 2 630 0,00 296 1,02
2025-04-29 13F Baker Boyer National Bank 0 −100,00 0
2025-07-24 13F IFP Advisors, Inc 2 682 −42,72 302 −42,03
2025-07-08 13F GK Wealth Management LLC 21 695 860,81 2 445 873,71
2025-08-14 13F Citadel Advisors Llc 9 314 −78,18 1 050 −77,96
2025-07-29 13F Madison Wealth Partners, Inc 21 952 30,84 2 474 32,25
2025-07-29 13F Stratos Wealth Advisors, LLC 2 112 −19,08 238 −18,56
2025-08-05 13F Continuum Wealth Advisors, Llc 9 514 10,41 1 072 11,67
2025-07-14 13F Golden State Equity Partners 1 925 217
2025-08-01 13F Ferguson Shapiro LLC 83 797 −2,22 9 442 −1,18
2025-08-13 13F BlackDiamond Wealth Management Inc. 18 825 10,30 2 121 10,88
2025-07-28 13F WealthPlan Investment Management, LLC 45 065 −1,20 5 078 −0,16
2025-08-05 13F Tme Financial, Inc. 5 248 −4,15 591 −3,11
2025-07-28 13F Revolve Wealth Partners, LLC 0 −100,00 0
2025-08-11 13F Schiavi & Co LLC 9 000 1 014
2025-05-15 13F Two Sigma Securities, Llc 0 −100,00 0
2025-08-06 13F Smart Money Group LLC 11 618 18,05 1 309 19,33
2025-07-30 13F Forum Financial Management, LP 3 773 0,00 425 1,19
2025-07-24 13F Fischer Investment Strategies, Llc 77 393 8 721
2025-07-29 13F Stephens Inc /ar/ 9 405 34,26 1 060 35,77
2025-08-14 13F Snowden Capital Advisors LLC 6 491 0,00 731 1,11
2025-06-27 NP TRTY - Cambria Trinity ETF 9 656 −7,22 1 081 −6,25
2025-08-15 13F CI Private Wealth, LLC 0 −100,00 0
2025-08-14 13F Valley Financial Group, Inc. 14 820 −12,53 1 670 −11,60
2025-08-18 13F Wolverine Trading, Llc 6 708 −75,83 756 −75,59
2025-07-28 13F Mutual Advisors, LLC 62 861 20,27 7 102 21,46
2025-05-09 13F Citizens Financial Group Inc/ri 0 −100,00 0
2025-07-22 13F Belpointe Asset Management LLC 23 252 38,05 2 620 39,58
2025-07-31 13F Brighton Jones Llc 12 227 0,00 1 378 1,03
2025-07-18 13F Magnolia Private Wealth, LLC 8 914 −43,13 1 004 −42,53
2025-08-14 13F Clg Llc 7 914 −30,21 892 −29,51
2025-08-14 13F Stifel Financial Corp 21 041 −0,02 2 371 1,02
2025-07-31 13F Longview Financial Advisors, Inc. 8 905 141,52 1 003 144,04
2025-08-14 13F Goldman Sachs Group Inc 2 800 0,00 316 0,96
2025-07-23 13F Vontobel Holding Ltd. 3 000 0,00 338 1,20
2025-07-31 13F BIP Wealth, LLC 4 797 0,86 541 1,89
2025-05-15 13F/A Orion Portfolio Solutions, LLC 5 726 −32,31 638 −31,55
2025-08-07 13F Kestra Private Wealth Services, Llc 11 765 −48,07 1 326 −47,52
2025-08-26 13F/A Thrivent Financial For Lutherans 5 153 63,12 1
2025-08-06 13F Able Wealth Management LLC 15 708 98,61 1 770 100,91
2025-08-04 13F Assetmark, Inc 202 59,06 23 57,14
2025-08-11 13F HighTower Advisors, LLC 53 116 3,66 5 985 4,78
2025-08-27 13F/A Brinker Capital Investments, LLC 3 783 −33,93 426 −33,23
2025-08-14 13F Mml Investors Services, Llc 65 264 −23,01 7 −22,22
2025-08-11 13F Empowered Funds, LLC 430 894 73,23 48 553 75,09
2025-07-23 13F L.K. Benson & Company, P.C. 3 574 2,67 403 3,61
2025-08-06 13F Aspect Partners, LLC 95 093 104,80 10 715 107,01
2025-08-14 13F Aqr Capital Management Llc 62 355 5,35 7 026 6,49
2025-08-11 13F SFI Advisors, LLC 3 823 431
2025-08-14 13F UBS Group AG 0 −100,00 0
2025-08-08 13F Avantax Advisory Services, Inc. 5 688 641
2025-07-16 13F Kathmere Capital Management, LLC 60 470 −7,25 6 814 −6,26
2025-08-06 13F Stokes Family Office, LLC 102 690 −17,92 11 571 −17,05
2025-07-30 13F Insight Advisors, LLC/ PA 327 386 24,21 36 890 25,54
2025-08-15 13F Kestra Advisory Services, LLC 18 810 −2,41 2 120 −1,35
2025-08-14 13F Colony Group, LLC 12 361 −62,30 1 393 −61,92
2025-07-15 13F Ridgecrest Wealth Partners, Llc 0 −100,00 0
2025-07-30 13F D.a. Davidson & Co. 57 729 14,66 6 505 15,87
2025-07-18 13F Childress Capital Advisors, Llc 9 560 0,63 1 077 1,70
2025-08-11 13F Principal Securities, Inc. 1 000 0,00 113 1,82
2025-08-13 13F Integrity Investment Advisors, LLC 11 544 1 301
2025-08-05 13F Astra Wealth Partners LLC 26 110 2,76 2 942 3,88
2025-07-17 13F LifeGoal Wealth Advisors 3 714 −20,57 418 −19,77
2025-05-13 13F Heron Bay Capital Management 0 −100,00 0
2025-08-11 13F Cornerstone Planning Group LLC 492 173,33 56 175,00
2025-08-13 13F First Trust Advisors Lp 2 018 227
2025-07-31 13F Moser Wealth Advisors, LLC 38 150 36,84 4 299 38,29
2025-07-16 13F MKT Advisors LLC 2 930 −10,97 330 −9,84
2025-07-29 13F Swan Global Investments, LLC 10 500 75,00 1 183 77,10
2025-07-08 13F Paladin Wealth, LLC 2 118 239
2025-07-25 13F Hazlett, Burt & Watson, Inc. 140 0,00 0
2025-07-07 13F Teamwork Financial Advisors, LLC 4 559 0,00 514 0,98
2025-08-12 13F Bravias Capital Group, LLC 258 922 −5,83 29 175 −4,82
2025-07-25 13F Sippican Capital Advisors 3 189 −82,93 359 −82,76
2025-07-03 13F Whitcomb & Hess, Inc. 214 134 4,07 24 129 5,18
2025-07-18 13F Truist Financial Corp 49 279 8,03 5 553 9,18
2025-08-06 13F Innealta Capital, Llc 6 944 782
2025-08-14 13F Smartleaf Asset Management LLC 888 238,93 100 244,83
2025-07-08 13F Gradient Investments LLC 32 233 90,83 3 632 92,88
2025-08-06 13F Commonwealth Equity Services, Llc 58 841 −67,65 7 −70,00
2025-08-05 13F Lifeworks Advisors, LLC 92 758 212,83 10 452 216,25
2025-08-08 13F Creative Planning 22 389 709,73 2 523 718,83
2025-08-11 13F Empirical Finance, LLC 20 247 0,00 2 281 1,06
2025-08-12 13F XTX Topco Ltd 3 154 4,30 355 5,34
2025-07-30 NP TAX - Cambria Tax Aware ETF 4 637 −4,92 521 −3,88
2025-07-29 13F Arcus Capital Partners, LLC 7 200 213,04 811 216,80
2025-08-15 13F Morgan Stanley 4 635 −96,82 522 −96,79
2025-07-11 13F Farther Finance Advisors, LLC 16 411 −3,49 1 849 −2,43
2025-08-07 13F Private Advisory Group LLC 32 384 3 649
2025-08-12 13F Journey Strategic Wealth Llc 17 428 −16,67 1 964 −15,79
2025-08-01 13F Envestnet Asset Management Inc 24 572 19,96 2 769 21,24
2025-08-08 13F Condor Capital Management 3 248 −0,03 366 1,10
2025-08-11 13F Atlantic Private Wealth, LLC 1 608 31,37 181 33,09
2025-08-05 13F Jessup Wealth Management, Inc 7 675 0,00 865 1,05
2025-08-14 13F Torno Capital, Llc 17 350 −81,54 1 955 −81,35
2025-08-13 13F Townsquare Capital Llc 0 −100,00 0
2025-07-23 13F Tcfg Wealth Management, Llc 40 508 −1,71 4 564 −0,65
2025-04-14 13F Wedmont Private Capital 0 −100,00 0
2025-07-17 13F Avondale Wealth Management 57 630 40,81 6 494 42,33
2025-08-06 13F Black Swift Group, LLC 37 240 61,91 4 196 63,65
2025-08-07 13F Encompass More Asset Management 2 344 264
2025-07-25 13F Stephens Consulting, LLC 40 380 51,68 4 550 53,30
2025-08-14 13F Royal Bank Of Canada 20 004 −9,38 2 254 −8,41
2025-08-05 13F Kesler, Norman & Wride, LLC 7 284 −21,54 821 −20,77
2025-04-14 13F Whitaker-Myers Wealth Managers, LTD. 0 −100,00 0
2025-08-05 13F Optivise Advisory Services LLC 32 564 53,73 3 669 55,40
2025-08-11 13F Root Financial Partners, LLC 9 308 12,48 1 049 13,67
2025-07-14 13F IronOak Wealth LLC. 39 789 4 483
2025-08-12 13F LPL Financial LLC 20 168 −26,10 2 273 −25,31
2025-07-07 13F Kings Path Partners LLC 217 0,00 24 0,00
2025-08-08 13F Kingsview Wealth Management, LLC 66 298 27,74 7 470 29,10
2025-07-25 13F Almanack Investment Partners, LLC. 160 525 1 368,80 18 088 1 384,98
2025-04-02 13F Marcum Wealth, LLC 3 185 0,00 355 1,14
2025-07-23 13F Sax Wealth Advisors, Llc 7 873 887
2025-08-14 13F Wells Fargo & Company/mn 184 21
2025-08-08 13F Larson Financial Group LLC 3 320 −33,06 374 −32,25
2025-08-14 13F Harmony Asset Management Llc 2 857 0,00 322 0,94
2025-07-23 13F Kingswood Wealth Advisors, Llc 1 782 201
2025-08-15 13F WealthCollab, LLC 2 258 0,00 254 1,20
2025-07-16 13F Signaturefd, Llc 30 0,00 3 0,00
2025-08-14 13F Atomi Financial Group, Inc. 2 207 0,00 249 0,81
2025-07-24 13F Us Bancorp \de\ 17 769 2 002
2025-08-14 13F Mariner, LLC 194 367 3,06 21 901 4,16
2025-06-27 NP GAA - Cambria Global Asset Allocation ETF 4 790 0,00 536 1,13
2025-08-14 13F Raymond James Financial Inc 1 714 −38,92 193 −38,14
2025-07-23 13F Wealth Management Nebraska 26 935 305,10 3 034 309,45
2025-04-15 13F Oak Family Advisors, Llc 0 −100,00 0 −100,00
2025-08-04 13F Amplius Wealth Advisors, LLC 172 112 29,41 19 394 30,80
2025-05-15 13F Tower Research Capital LLC (TRC) 0 −100,00 0
2025-07-15 13F Vestment Financial LLC 4 654 1,90 524 2,95
2025-07-25 13F Cwm, Llc 224 790 −22,84 25 −21,87
2025-07-29 13F BXM Wealth LLC 6 590 −36,24 743 −35,65
2025-08-13 13F Greenwich Wealth Management LLC 3 681 5,35 0
2025-08-14 13F Sunbelt Securities, Inc. 59 000 −46,92 6 507 −47,50
2025-07-24 13F Freedom Day Solutions, LLC 17 000 6,25 1 916 7,40
2025-07-11 13F Seacrest Wealth Management, Llc 2 600 0,00 293 1,04
2025-08-29 NP BDGS - Bridges Capital Tactical ETF 150 596 −38,31 16 969 −37,65
2025-08-14 13F/A Rockefeller Capital Management L.P. 602 410 −1,65 67 880 −0,60
2025-07-30 NP LENS - Sarmaya Thematic ETF 1 618 63,43 182 64,55
2025-08-14 13F Fortress Private Ledger, Llc 15 287 5,43 1 723 6,56
2025-07-31 13F Opus Capital Group, LLC 183 194 12,59 21 11,11
2025-07-14 13F UMA Financial Services, Inc. 1 917 109,05 216 111,76
2025-08-06 13F Prospera Financial Services Inc 30 407 7,10 3 426 8,25
2025-08-11 13F Private Advisor Group, LLC 37 246 18,25 4 197 19,51
2025-08-14 13F Bank Of America Corp /de/ 1 900 0,00 214 1,42
2025-08-14 13F Acas, Llc 79 686 16,87 9 022 18,26
2025-07-14 13F Enzi Wealth 17 548 0,83 1 979 1,75
2025-08-13 13F Renaissance Technologies Llc 0 −100,00 0
2025-08-06 13F Wedbush Securities Inc 1 948 −30,65 0
2025-08-12 13F Jpmorgan Chase & Co 16 839 242,40 1 897 246,17
2025-08-12 13F/A Castellan Group, LLC 44 400 5 003
2025-07-18 13F Parkwoods Wealth Partners, LLC 4 396 39,64 495 41,43
2025-08-13 13F Beacon Pointe Advisors, LLC 3 005 0,00 339 0,90
2025-08-05 13F Strategic Financial Concepts, LLC 2 850 0,00 321 1,26
2025-07-10 13F Wealth Enhancement Advisory Services, Llc 1 679 613 4,07 189 301 5,20
2025-08-06 13F Summit Wealth & Retirement Planning, Inc. 135 442 3,80 15 262 4,91
2025-08-19 13F Advisory Services Network, LLC 13 534 −80,44 1 530 −80,17
2025-07-25 13F Transcendent Capital Group LLC 10 381 −78,66 1 170 −78,45
2025-08-13 13F Epacria Capital Partners, Llc 56 822 9,14 6 403 10,30
2025-07-29 13F Straight Path Wealth Management 3 469 −22,01 391 −21,21
2025-08-18 13F Hershey Financial Advisers, LLC 38 775 4 369
2025-08-13 13F Northwestern Mutual Wealth Management Co 12 605 14,97 1 420 16,20
2025-08-12 13F BWM Planning, LLC 31 591 −8,27 3 560 −7,29
2025-07-14 13F U.S. Capital Wealth Advisors, LLC 16 580 160,12 1 868 163,10
2025-08-11 13F CFS Investment Advisory Services, LLC 4 185 0,00 0
2025-08-12 13F Weaver Consulting Group 81 610 2,70 9 196 3,79
2025-08-14 13F KKM Financial LLC 7 375 831
2025-05-09 13F Chicago Partners Investment Group LLC 0 −100,00 0
2025-07-09 13F Hummer Financial Advisory Services Inc 2 200 0,00 248 0,82
2025-07-25 13F Concurrent Investment Advisors, LLC 4 137 466
2025-07-30 13F Journey Advisory Group, LLC 54 098 −0,72 6 096 0,35
2025-08-14 13F Old Mission Capital Llc 4 545 −41,10 512 −40,47
2025-07-10 13F Fortress Wealth Management, Inc. 6 244 47,13 704 48,63
2025-07-09 13F Client First Investment Management LLC 238 122 −25,30 26 832 −24,51
2025-08-05 13F Magnolia Capital Advisors Llc 5 250 10,53 592 11,72
2025-08-08 13F Thoroughbred Financial Services, Llc 10 023 239,30 1
2025-08-14 13F Mercer Global Advisors Inc /adv 9 911 1 117
2025-08-14 13F Beck Capital Management, Llc 13 760 −6,28 1 550 −5,26
2025-07-25 13F RHS Financial, LLC 35 396 7,92 3 988 9,08
2025-07-15 13F Revisor Wealth Management LLC 5 062 571
2025-08-13 13F Continuum Advisory, LLC 0 −100,00 0 −100,00
2025-08-14 13F Hrt Financial Lp 6 726 1
2025-08-12 13F Seeds Investor Llc 3 376 −23,83 380 −23,08
2025-07-25 13F Apollon Wealth Management, LLC 0 −100,00 0
2025-07-17 13F New Perspectives, Inc 0 −100,00 0
2025-08-06 13F True Wealth Design, LLC 371 368 −35,16 41 846 −34,46
2025-07-11 13F SILVER OAK SECURITIES, Inc 2 242 15,21 253 16,67
2025-07-17 13F Janney Montgomery Scott LLC 43 263 63,16 5 100,00
2025-07-21 13F Ameritas Advisory Services, LLC 1 360 153
2025-07-24 13F KC Investment Advisors, LLC 83 601 −44,11 9 420 −43,51
2025-08-14 13F Napa Wealth Management 56 557 103,38 6 373 105,55
2025-08-07 13F Apeiron RIA LLC 16 873 −8,81 1 901 −7,81
2025-07-21 13F Triad Wealth Partners, LLC 13 595 46,26 1 532 47,78
2025-07-23 13F Gentry Private Wealth, Llc 12 707 −8,92 1 432 −7,97
2025-04-17 13F Vista Wealth Management Group, LLC 9 466 0,49 1 055 1,64
2025-07-09 13F Beacon Financial Group 33 773 17,70 3 806 18,94
2025-08-11 13F TD Waterhouse Canada Inc. 16 123 20,32 1 816 21,55
2025-07-28 13F RFG Advisory, LLC 9 959 5,87 1 122 7,06
2025-07-31 13F Cambridge Investment Research Advisors, Inc. 476 303 −3,13 54 −1,85
2025-08-15 13F Lgl Partners, Llc 9 000 0,00 1 018 1,50
2025-08-07 13F Vise Technologies, Inc. 3 948 445
2025-08-13 13F Kilter Group LLC 3 825 −27,75 431 −26,95
2025-07-09 13F Pallas Capital Advisors LLC 19 936 4,16 2 246 5,30
2025-08-15 13F Captrust Financial Advisors 31 210 −48,23 3 517 −47,69
2025-07-28 13F Frazier Financial Advisors, LLC 13 503 0,00 1 522 1,06
2025-08-11 13F United Advisor Group, LLC 8 719 −4,14 982 −3,16
2025-08-13 13F Cambria Investment Management, L.P. 19 151 −2,75 2 158 −1,73
2025-04-15 13F Skyline Advisors, Inc. 0 −100,00 0
2025-07-30 13F Canvas Wealth Advisors, LLC 9 016 49,87 1 019 51,49
2025-08-29 13F Centaurus Financial, Inc. 4 692 1
2025-07-09 13F Dynamic Advisor Solutions LLC 26 969 67,99 3 039 69,82
2025-08-01 13F GoalVest Advisory LLC 43 276 2,75 4 876 3,86
2025-08-06 13F ETF Store, Inc. 11 169 19,39 1 258 20,73
2025-08-07 13F Allworth Financial LP 1 575 173,91 177 176,56
2025-05-15 13F Harraden Circle Investments, LLC 0 −100,00 0 −100,00
2025-07-29 13F Mattson Financial Services, LLC 0 −100,00 0
2025-07-16 13F One + One Wealth Management, Llc 10 917 −24,54 1 230 −23,70
2025-07-09 13F Fermata Advisors, LLC 5 563 47,83 627 49,40
2025-08-12 13F Landing Point Financial Group, LLC 10 272 16,93 1 157 18,18
2025-09-04 13F/A Advisor Group Holdings, Inc. 45 304 6,49 5 105 7,63
2025-08-06 13F Financial Alternatives, Inc 1 896 214
2025-07-23 13F Steel Peak Wealth Management LLC 7 426 −43,76 837 −43,21
2025-08-05 13F Westside Investment Management, Inc. 1 000 −16,67 113 −15,79
2025-08-12 13F Proequities, Inc. 0 0
2025-08-05 13F Hutchens & Kramer Investment Management Group, LLC 2 360 −18,90 266 −18,21
2025-08-12 13F Allen Capital Group, LLC 70 965 3,01 7 996 4,11
2025-08-14 13F Pennington Partners & Co., Llc 242 064 −5,52 27 276 −4,51
2025-08-06 13F AE Wealth Management LLC 182 0,00 21 0,00
2025-08-14 13F Warren Averett Asset Management, LLC 3 092 −45,26 348 −44,67
2025-07-25 13F We Are One Seven, LLC 20 355 −23,47 2 294 −22,66
2025-08-12 13F Hill Investment Group Partners, LLC 24 506 −61,67 2 761 −61,26
2025-04-22 13F Castleview Partners, Llc 0 −100,00 0
2025-07-07 13F Peterson Wealth Advisors, LLC 13 475 129,32 1 518 131,76
2025-07-11 13F Compass Ion Advisors, LLC 224 570 −11,08 25 305 −10,14
2025-08-08 13F Tortoise Investment Management, LLC 138 836 10,64 15 644 11,83
2025-07-28 13F Harbour Investments, Inc. 4 780 21,01 539 22,27
2025-08-11 13F Wealthspire Advisors, LLC 15 203 56,31 1 713 58,03
2025-07-10 13F Focus Financial Network, Inc. 21 789 7,49 2 455 8,68
2025-08-12 13F OneAscent Financial Services LLC 3 795 0
2025-05-09 13F West Michigan Advisors, Llc 0 −100,00 0
2025-08-13 13F Virtue Capital Management, LLC 0 −100,00 0
2025-08-14 13F ADAR1 Capital Management, LLC 337 125 0,00 37 987 1,07
2025-07-16 13F Moisand Fitzgerald Tamayo, LLC 3 195 0,00 360 1,12
2025-07-28 13F IFG Advisors, LLC 65 760 2,23 7 410 3,32
2025-05-14 13F Flow Traders U.s. Llc 0 −100,00 0
2025-08-14 13F Arete Wealth Advisors, LLC 105 226 19,72 12 22,22
2025-06-30 NP HTUS - Hull Tactical US ETF 35 787 0,00 4 005 1,01
2025-08-14 13F IHT Wealth Management, LLC 91 484 51,45 10 308 52,76
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