Grundläggande statistik
| Institutionella ägare | 275 total, 275 long only, 0 short only, 0 long/short - change of 6,15% MRQ |
| Genomsnittlig portföljallokering | 0.4892 % - change of 12,48% MRQ |
| Institutionella aktier (lång) | 93 404 648 (ex 13D/G) - change of 9,42MM shares 11,22% MRQ |
| Institutionellt värde (lång) | $ 1 651 565 USD ($1000) |
Institutionellt ägande och aktieägare
Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2029 Corporate Bond ETF (US:BSCT) har 275 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 93,404,648 aktier. Största aktieägare inkluderar Morgan Stanley, Lido Advisors, LLC, Raymond James Financial Inc, Wells Fargo & Company/mn, LPL Financial LLC, Aptus Capital Advisors, LLC, Hartland & Co., LLC, DRSK - Aptus Defined Risk ETF, Nelson, Van Denburg & Campbell Wealth Management Group, LLC, and Invesco Ltd. .
Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2029 Corporate Bond ETF (NasdaqGM:BSCT) 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 11, 2025 is 18,92 / share. Previously, on September 12, 2024, the share price was 18,86 / share. This represents an increase of 0,32% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-14 | 13F | CRA Financial Services, LLC | 61 883 | 3,34 | 1 157 | 4,33 | ||||
| 2025-07-24 | 13F | Eastern Bank | 17 049 | −81,06 | 319 | −80,94 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 141 132 | 5,12 | 2 639 | 6,11 | ||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 152 255 | 20,43 | 2 847 | 21,56 | ||||
| 2025-07-23 | 13F | Opulen Financial Group LLC | 133 979 | 3,47 | 2 505 | 4,42 | ||||
| 2025-05-09 | 13F | Delta Financial Group, Inc. | 20 014 | 0 | ||||||
| 2025-07-09 | 13F | Central Valley Advisors, Llc | 505 652 | 6,14 | 9 456 | 7,11 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 261 888 | 16,76 | 4 918 | 18,33 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-03-27 | NP | RLGAX - RiverFront Asset Allocation Growth & Income Investor Shares | 16 718 | −58,27 | 307 | −58,34 | ||||
| 2025-08-07 | 13F | Davis R M Inc | 598 956 | 18,03 | 11 200 | 19,12 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 42 292 | 1,46 | 791 | 2,33 | ||||
| 2025-03-17 | 13F | Members Wealth Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-16 | 13F | Old Port Advisors | 82 021 | 491,78 | 1 534 | 498,83 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 89 116 | 29,91 | 1 666 | 31,08 | ||||
| 2025-07-31 | 13F | Carrera Capital Advisors | 466 888 | 8 731 | ||||||
| 2025-08-05 | 13F | Pacific Wealth Strategies Group, Inc. | 18 863 | 352 | ||||||
| 2025-08-12 | 13F | RiverFront Investment Group, LLC | 1 128 016 | 11,17 | 21 094 | 12,18 | ||||
| 2025-08-12 | 13F | Fca Corp /tx | 40 198 | 752 | ||||||
| 2025-04-14 | 13F | McCarthy & Cox | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-05-08 | 13F | Savant Capital, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Secure Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Community Bank, N.A. | 380 | 0,00 | 7 | 0,00 | ||||
| 2025-07-29 | 13F | Wingate Wealth Advisors, Inc. | 61 842 | 0,82 | 1 156 | 1,76 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 3 228 386 | 5,87 | 60 371 | 6,84 | ||||
| 2025-08-14 | 13F | Vista Investment Management | 28 086 | 28,12 | 525 | 29,31 | ||||
| 2025-08-01 | 13F | Redmond Asset Management, LLC | 19 664 | 24,50 | 368 | 25,68 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 86 222 | 163,89 | 1 612 | 169,57 | ||||
| 2025-04-23 | 13F | Field & Main Bank | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Aspect Partners, LLC | 1 056 | 0,00 | 20 | 0,00 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 851 | 16 | ||||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 69 276 | 47,92 | 1 295 | 49,37 | ||||
| 2025-07-29 | 13F | Manchester Financial Inc | 2 294 041 | 42 899 | ||||||
| 2025-08-11 | 13F | Cordatus Wealth Management LLC | 27 449 | 14,81 | 1 | |||||
| 2025-08-12 | 13F | Allen Capital Group, LLC | 31 456 | 7,92 | 588 | 8,89 | ||||
| 2025-08-12 | 13F | Kohmann Bosshard Financial Services, LLC | 63 610 | 0,11 | 1 190 | 1,02 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 947 264 | 6,36 | 17 714 | 7,33 | ||||
| 2025-08-05 | 13F | Ellevest, Inc. | 122 770 | 1,73 | 2 296 | 2,64 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 513 953 | 3,71 | 9 611 | 4,65 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 1 721 701 | 0,54 | 32 196 | 1,46 | ||||
| 2025-07-28 | 13F | Tlwm | 21 398 | −21,20 | 400 | −20,48 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 10 434 | 1 986,80 | 195 | 2 066,67 | ||||
| 2025-07-22 | 13F | Marietta Wealth Management, LLC | 341 689 | 2,04 | 6 390 | 2,98 | ||||
| 2025-07-23 | 13F | Roundview Capital LLC | 25 349 | 0,00 | 474 | 1,07 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 894 864 | −9,51 | 17 | −11,11 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 314 164 | 13,65 | 5 875 | 14,68 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 22 584 | 3,36 | 422 | 4,46 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 804 685 | 6,81 | 15 048 | 7,79 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 1 952 | 37 | ||||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 627 | 0,00 | 12 | 0,00 | ||||
| 2025-07-15 | 13F | Accurate Wealth Management, LLC | 28 234 | 527 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 47 464 | 7,43 | 888 | 8,44 | ||||
| 2025-07-08 | 13F | Everpar Advisors Llc | 29 295 | 68,15 | 548 | 69,88 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 161 881 | 6,41 | 3 027 | 7,42 | ||||
| 2025-08-08 | 13F | Smithfield Trust Co | 1 133 | −6,29 | 0 | |||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 177 772 | 3,34 | 3 324 | 4,30 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 352 780 | 40,21 | 6 597 | 41,45 | ||||
| 2025-08-05 | 13F | Hills Bank & Trust Co | 2 143 374 | 2,78 | 40 081 | 3,72 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 12 431 | 1,18 | 232 | 2,20 | ||||
| 2025-07-30 | 13F/A | Old Point Trust & Financial Services N A | 17 088 | 92,80 | 320 | 94,51 | ||||
| 2025-07-29 | 13F | Semitam Bonam Llc | 84 803 | 1 586 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 268 490 | 200,38 | 5 021 | 203,14 | ||||
| 2025-07-31 | 13F | Darden Wealth Group Inc | 11 000 | 206 | ||||||
| 2025-08-12 | 13F | Wayfinding Financial, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Marquette Asset Management, LLC | 4 240 | 0,00 | 79 | 1,28 | ||||
| 2025-07-10 | 13F | Strathmore Capital Advisors, Inc. | 10 000 | 187 | ||||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Ironwood Financial, llc | 131 354 | 0,00 | 2 434 | 0,00 | ||||
| 2025-08-14 | 13F | Comerica Bank | 39 660 | −20,52 | 742 | −19,81 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 40 186 | 0,35 | 752 | 1,49 | ||||
| 2025-07-31 | 13F | Topsail Wealth Management, LLC | 1 500 | 0,00 | 28 | 3,70 | ||||
| 2025-08-08 | 13F | IMA Wealth, Inc. | 1 126 366 | 5,63 | 21 063 | 6,60 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 66 560 | 7,75 | 1 245 | 8,74 | ||||
| 2025-07-16 | 13F | Tassel Capital Management, Inc. | 14 912 | 1,18 | 279 | 1,83 | ||||
| 2025-08-13 | 13F | Farnam Financial LLC | 189 347 | 31,06 | 3 541 | 32,24 | ||||
| 2025-08-05 | 13F | American Institute for Advanced Investment Management, LLP | 20 845 | 0,00 | 390 | 0,78 | ||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 17 329 | 0,00 | 0 | |||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 33 910 | 2,41 | 634 | 3,43 | ||||
| 2025-07-31 | 13F | Optimum Investment Advisors | 3 300 | 62 | ||||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 46 029 | 2,50 | 1 | |||||
| 2025-07-23 | 13F | True Vision MN LLC | 104 823 | −4,48 | 1 960 | −3,59 | ||||
| 2025-07-28 | 13F | Cypress Wealth Services, LLC | 46 763 | −1,65 | 874 | −0,79 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 177 031 | 3,41 | 3 310 | 4,35 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 5 824 | 1,18 | 109 | 1,89 | ||||
| 2025-07-10 | 13F | Redhawk Wealth Advisors, Inc. | 21 629 | −3,08 | 404 | −2,18 | ||||
| 2025-07-11 | 13F | Matthew Goff Investment Advisor, LLC | 108 267 | −4,23 | 2 025 | −3,34 | ||||
| 2025-08-05 | 13F | Code Waechter LLC | 0 | −100,00 | 0 | |||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 1 825 | 0,00 | 34 | 3,03 | ||||
| 2025-07-18 | 13F | SMI Advisory Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Summit Investment Advisory Services, LLC | 23 516 | 440 | ||||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 1 071 144 | 8,59 | 20 029 | 9,58 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 36 162 | 41,63 | 676 | 42,92 | ||||
| 2025-04-11 | 13F | Davis Capital Management | 6 649 | 1,78 | 123 | 3,36 | ||||
| 2025-07-15 | 13F | SJS Investment Consulting Inc. | 3 499 | 0,00 | 65 | 1,56 | ||||
| 2025-07-23 | 13F | BankPlus Trust Department | 2 550 | 48 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 2 550 | 175,68 | 48 | 176,47 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 62 | 1 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 19 196 | 36,69 | 359 | 39,30 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2 591 993 | −0,24 | 48 470 | 0,68 | ||||
| 2025-07-30 | 13F | Cookson Peirce & Co Inc | 535 638 | 0,71 | 10 016 | 1,63 | ||||
| 2025-08-08 | 13F | Creative Planning | 57 000 | −10,33 | 1 066 | −9,52 | ||||
| 2025-08-12 | 13F | Heritage Trust Co | 63 447 | 33,19 | 1 186 | 34,47 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 16 220 | 303 | ||||||
| 2025-08-18 | 13F | Tyler-Stone Wealth Management | 37 000 | 0,00 | 692 | 0,88 | ||||
| 2025-07-07 | 13F | Horizons Wealth Management | 211 584 | −0,05 | 3 957 | 0,87 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 631 184 | 28,91 | 11 803 | 30,10 | ||||
| 2025-07-07 | 13F | Vishria Bird Financial Group, LLC | 447 051 | −0,97 | 8 360 | −0,07 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 697 | 0 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 283 662 | 40,12 | 5 297 | 41,22 | ||||
| 2025-08-08 | 13F | Advisors Capital Management, LLC | 376 773 | 0,41 | 7 046 | 1,32 | ||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 1 004 | 83,88 | 19 | 80,00 | ||||
| 2025-08-04 | 13F | ArborFi Advisors, LLC | 74 459 | 1,91 | 1 392 | 2,88 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 333 | −53,03 | 6 | −53,85 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 143 793 | 1,23 | 2 689 | 2,17 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 10 850 | 0,11 | 203 | 1,00 | ||||
| 2025-08-06 | 13F | Summit Investment Advisors, Inc. | 23 980 | 4,98 | 450 | 6,15 | ||||
| 2025-08-04 | 13F | AlphaStar Capital Management, LLC | 117 050 | 9,40 | 2 189 | 10,39 | ||||
| 2025-08-13 | 13F | River Wealth Advisors LLC | 72 423 | 15,54 | 1 354 | 16,62 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 31 805 | 0,39 | 595 | 1,19 | ||||
| 2025-08-05 | 13F | Blue Barn Wealth, LLC | 65 601 | 13,76 | 1 227 | 14,79 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 668 | 0,00 | 12 | 0,00 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 15 471 | −9,25 | 289 | −8,25 | ||||
| 2025-07-17 | 13F | DiNuzzo Private Wealth, Inc. | 343 | 0,00 | 6 | 0,00 | ||||
| 2025-07-31 | 13F | Insight Wealth Partners, LLC | 28 100 | 8,37 | 525 | 9,38 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 507 641 | 9 | ||||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 157 | −73,92 | 3 | −81,82 | ||||
| 2025-07-15 | 13F | BCS Wealth Management | 265 130 | 10,23 | 5 | 0,00 | ||||
| 2025-07-22 | 13F | Kickstand Ventures, Llc. | 372 654 | 5,06 | 6 969 | 6,03 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 215 220 | −19,53 | 4 025 | −18,79 | ||||
| 2025-07-22 | 13F | Comprehensive Financial Consultants Institutional, Inc. | 12 208 | 0,00 | 228 | 0,88 | ||||
| 2025-08-08 | 13F | Sawgrass Asset Management Llc | 79 928 | −5,50 | 1 495 | −4,66 | ||||
| 2025-07-22 | 13F | Duncan Williams Asset Management, LLC | 372 654 | 6 969 | ||||||
| 2025-08-07 | 13F | Meridian Financial Partners LLC | 18 915 | 0,00 | 0 | |||||
| 2025-03-25 | 13F | Higgins & Schmidt Wealth Strategies LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 2 979 683 | 2,25 | 55 720 | 3,19 | ||||
| 2025-07-24 | 13F | Coordinated Financial Services, Inc. | 31 279 | 85,41 | 585 | 89,00 | ||||
| 2025-07-29 | 13F | Novare Capital Management Llc | 185 446 | 6,82 | 3 468 | 7,80 | ||||
| 2025-07-17 | 13F | Independence Bank of Kentucky | 57 260 | 1,69 | 1 071 | 2,59 | ||||
| 2025-05-12 | 13F | Aveo Capital Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-08 | 13F | Dover Advisors, Llc | 11 929 | −9,31 | 223 | −8,23 | ||||
| 2025-07-15 | 13F | Unified Investment Management | 59 620 | 0,25 | 1 115 | 1,18 | ||||
| 2025-05-16 | 13F | Coordinated Financial Services, Inc./CO | 25 171 | 466 | ||||||
| 2025-08-01 | 13F | Capital Investment Counsel, LLC | 1 075 510 | −2,23 | 20 112 | −1,33 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 149 695 | 4,59 | 2 799 | 5,54 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 803 091 | 1 799,68 | 43 | −94,64 | ||||
| 2025-08-07 | 13F | Addison Advisors LLC | 251 683 | 6,64 | 4 706 | 7,61 | ||||
| 2025-07-09 | 13F | Sarver Vrooman Wealth Advisors | 3 394 | 0,00 | 63 | 1,61 | ||||
| 2025-08-25 | 13F | Silverlake Wealth Management Llc | 62 635 | 3,00 | 1 171 | 4,00 | ||||
| 2025-08-06 | 13F/A | Headland Capital, LLC | 895 534 | 3,60 | 16 747 | 4,55 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 46 038 | −1,45 | 858 | −0,58 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 2 924 | 0,00 | 55 | 0,00 | ||||
| 2025-07-16 | 13F | Kathmere Capital Management, LLC | 340 868 | −6,02 | 6 374 | −5,16 | ||||
| 2025-07-25 | 13F | Bill Few Associates, Inc. | 11 600 | 217 | ||||||
| 2025-07-29 | 13F | Private Trust Co Na | 4 127 | 0,00 | 77 | 1,32 | ||||
| 2025-08-14 | 13F | UBS Group AG | 1 948 130 | 10,02 | 36 430 | 11,03 | ||||
| 2025-08-01 | 13F | Motley Fool Wealth Management, LLC | 639 859 | −9,69 | 11 965 | −8,86 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 6 031 301 | 3,52 | 112 785 | 4,47 | ||||
| 2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 236 260 | 5,20 | 4 418 | 7,21 | ||||
| 2025-08-08 | 13F | Flaharty Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 16 628 | 51,76 | 311 | 52,71 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 114 966 | −0,07 | 2 150 | 0,84 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 573 769 | 0,62 | 11 | 0,00 | ||||
| 2025-07-17 | 13F | Hengehold Capital Management Llc | 15 039 | 28,32 | 281 | 29,49 | ||||
| 2025-07-01 | 13F | Legacy Wealth Management, LLC / MS | 109 919 | −23,60 | 2 055 | −22,92 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Net Worth Advisory Group | 16 387 | 45,80 | 306 | 47,12 | ||||
| 2025-08-11 | 13F | Mindset Wealth Management, Llc | 10 070 | 188 | ||||||
| 2025-08-11 | 13F | Goodman Financial Corp | 20 984 | 13,01 | 392 | 13,95 | ||||
| 2025-07-14 | 13F | Oliver Luxxe Assets LLC | 116 012 | 5,21 | 2 169 | 6,17 | ||||
| 2025-07-29 | 13F | Angeles Wealth Management, Llc | 2 087 | 39 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 1 822 235 | 11,61 | 34 076 | 12,63 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 6 516 929 | 5,61 | 121 867 | 6,58 | ||||
| 2025-07-08 | 13F | Red Spruce Capital, LLC | 187 893 | −2,27 | 3 514 | −1,38 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 346 456 | −3,39 | 6 | 0,00 | ||||
| 2025-08-11 | 13F | Aspen Investment Management Inc | 149 170 | 3 | ||||||
| 2025-04-15 | 13F | Chris Bulman Inc | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Hennion & Walsh Asset Management, Inc. | 20 386 | 56,55 | 381 | 58,09 | ||||
| 2025-04-01 | 13F | Cornerstone Planning, LLC | 95 613 | 1 754 | ||||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 137 713 | 37,25 | 2 575 | 38,52 | ||||
| 2025-07-16 | 13F | Kirr Marbach & Co Llc /in/ | 382 662 | 12,95 | 7 156 | 13,99 | ||||
| 2025-06-27 | NP | DRSK - Aptus Defined Risk ETF | 2 926 194 | 9,52 | 54 398 | 10,77 | ||||
| 2025-07-24 | 13F | First Fiduciary Investment Counsel, Inc. | 17 550 | 50,77 | 0 | |||||
| 2025-08-14 | 13F | Wilkins Miller Wealth Management, LLC | 280 049 | 1,91 | 5 237 | 2,85 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 18 900 | 0,00 | 353 | 0,86 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 18 804 | −4,15 | 352 | −3,31 | ||||
| 2025-08-15 | 13F | Nikulski Financial, Inc. | 10 355 | 194 | ||||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 227 701 | 65,65 | 4 258 | 67,14 | ||||
| 2025-07-11 | 13F | First PREMIER Bank | 220 | 0,00 | 0 | |||||
| 2025-07-24 | 13F | Reuter James Wealth Management, Llc | 55 425 | 164,07 | 1 036 | 167,01 | ||||
| 2025-08-12 | 13F | YANKCOM Partnership | 14 784 | 16,56 | 276 | 17,45 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 78 589 | −29,78 | 1 470 | −29,14 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 9 325 | 174 | ||||||
| 2025-05-14 | 13F | Monterey Private Wealth, Inc. | 28 171 | 69,03 | 522 | 71,15 | ||||
| 2025-07-21 | 13F | Crews Bank & Trust | 14 400 | 11,63 | 269 | 12,55 | ||||
| 2025-07-11 | 13F | AA Financial Advisors, LLC | 490 584 | 14,97 | 9 174 | 16,03 | ||||
| 2025-07-28 | 13F | Morris Financial Concepts, Inc. | 10 605 | 0,00 | 198 | 1,02 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 1 244 446 | −4,67 | 23 271 | −3,79 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 33 332 | 0,00 | 623 | 1,30 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 127 190 | −72,45 | 2 378 | −72,20 | ||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 378 395 | 0,68 | 7 076 | 1,59 | ||||
| 2025-08-05 | 13F | Sensible Money, LLC | 14 786 | 0,09 | 277 | 1,10 | ||||
| 2025-07-22 | 13F | Legacy CG, LLC | 136 870 | −1,74 | 2 559 | −0,85 | ||||
| 2025-08-14 | 13F | Schwallier Wealth Management LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 23 973 | 0,84 | 448 | 1,82 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 3 646 139 | 10,38 | 68 183 | 11,39 | ||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 6 208 | 0,00 | 116 | 0,87 | ||||
| 2025-07-11 | 13F | Butensky & Cohen Financial Security, Inc | 69 773 | 3,43 | 1 305 | 4,32 | ||||
| 2025-08-01 | 13F | First Command Advisory Services, Inc. | 54 346 | 19,29 | 1 016 | 20,38 | ||||
| 2025-07-14 | 13F | Whitener Capital Management, Inc. | 19 958 | 4,77 | 373 | 5,97 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 175 986 | 3,29 | 3 286 | 4,05 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 12 742 | −7,47 | 238 | −6,67 | ||||
| 2025-08-01 | 13F | Koss-Olinger Consulting, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | G2 Capital Management, Llc / Oh | 83 486 | 1,18 | 1 561 | 2,09 | ||||
| 2025-08-07 | 13F | Montag A & Associates Inc | 4 361 | 52,43 | 82 | 52,83 | ||||
| 2025-08-13 | 13F | RPg Family Wealth Advisory, LLC | 27 500 | 0,00 | 514 | 0,98 | ||||
| 2025-07-22 | 13F | Kessler Investment Group, LLC | 27 992 | 17,23 | 523 | 18,33 | ||||
| 2025-08-13 | 13F | Morton Community Bank | 284 365 | −0,52 | 5 318 | 0,38 | ||||
| 2025-08-14 | 13F | First International Bank of Israel Ltd. | 540 000 | 10 098 | ||||||
| 2025-08-12 | 13F | Hanover Advisors Inc | 46 305 | 6,84 | 866 | 7,72 | ||||
| 2025-08-01 | 13F | Redwood Park Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | SFE Investment Counsel | 265 220 | 26,40 | 4 960 | 27,58 | ||||
| 2025-07-31 | 13F | Vaughan David Investments Inc/il | 407 698 | 2,52 | 8 | 0,00 | ||||
| 2025-07-25 | 13F | Hobbs Group Advisors, LLC | 46 239 | −15,33 | 865 | −14,62 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 34 773 | −1,26 | 650 | −0,31 | ||||
| 2025-08-11 | 13F | Parr Mcknight Wealth Management Group, Llc | 216 348 | 16,87 | 4 046 | 17,93 | ||||
| 2025-07-29 | 13F | Sigma Investment Counselors Inc | 16 573 | 0,00 | 310 | 0,65 | ||||
| 2025-07-08 | 13F | S.E.E.D. Planning Group LLC | 181 617 | 2,41 | 3 396 | 3,35 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 138 810 | 35,77 | 3 | 100,00 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 11 507 | −0,11 | 215 | 0,94 | ||||
| 2025-07-24 | 13F | Vantage Point Financial LLC | 41 207 | 1,46 | 771 | 2,39 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 144 224 | 19,93 | 2 697 | 21,01 | ||||
| 2025-07-31 | 13F | United Community Bank | 5 500 | 0,00 | 103 | 0,99 | ||||
| 2025-08-14 | 13F | Quartz Partners, LLC | 28 878 | −5,36 | 540 | −4,42 | ||||
| 2025-07-22 | 13F | 4Thought Financial Group Inc. | 39 228 | 2,60 | 734 | 3,53 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 51 013 | 10,30 | 954 | 11,33 | ||||
| 2025-08-01 | 13F | GPM Growth Investors, Inc. | 542 430 | 5,24 | 10 143 | 6,21 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 42 754 | 0,00 | 800 | 0,88 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 606 794 | 6,26 | 11 347 | 7,24 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 23 401 | −0,81 | 438 | 0,00 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 11 259 | −73,55 | 0 | |||||
| 2025-07-15 | 13F | RVW Wealth, LLC | 11 896 | 0,31 | 222 | 1,37 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 10 875 | 203 | ||||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 14 143 | −0,17 | 264 | 0,76 | ||||
| 2025-05-02 | 13F | Cullen/frost Bankers, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Mariner, LLC | 24 364 | 6,21 | 456 | 7,06 | ||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 7 515 | 96,99 | 141 | 100,00 | ||||
| 2025-04-04 | 13F | Legacy Private Trust Co. | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 66 230 | 91,15 | 1 238 | 92,83 | ||||
| 2025-07-21 | 13F | Segment Wealth Management, LLC | 52 850 | −0,51 | 988 | 0,41 | ||||
| 2025-07-23 | 13F | Evexia Wealth Llc | 143 785 | 12,20 | 2 689 | 13,51 | ||||
| 2025-08-13 | 13F | Colonial Trust Advisors | 265 049 | 8,81 | 4 956 | 9,82 | ||||
| 2025-07-14 | 13F | Infinity Wealth Counsel, LLC | 185 804 | 2,21 | 3 475 | 3,15 | ||||
| 2025-07-29 | 13F | Straight Path Wealth Management | 165 292 | 24,25 | 3 091 | 25,35 | ||||
| 2025-08-01 | 13F | Clark Asset Management, LLC | 679 021 | 18,65 | 12 698 | 19,74 | ||||
| 2025-08-08 | 13F | ProVise Management Group, LLC | 213 244 | 9,10 | 3 988 | 10,11 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 2 012 754 | 3,73 | 37 639 | 4,68 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 11 486 | 215 | ||||||
| 2025-08-05 | 13F | Sigma Planning Corp | 73 014 | 9,08 | 1 365 | 10,08 | ||||
| 2025-08-06 | 13F | Souders Financial Advisors | 203 734 | 5,50 | 3 810 | 6,46 | ||||
| 2025-07-29 | 13F | Carmel Capital Partners, LLC | 316 595 | 7,88 | 5 920 | 8,88 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 1 243 788 | 3,93 | 23 259 | 4,88 | ||||
| 2025-07-22 | 13F | Berkshire Money Management, Inc. | 2 726 | 51 | ||||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 16 364 | 0,00 | 306 | 0,99 | ||||
| 2025-08-11 | 13F | Shufro Rose & Co Llc | 571 796 | −1,38 | 10 595 | −1,39 | ||||
| 2025-08-14 | 13F | Redwood Financial Network Corp | 38 962 | 8,67 | 729 | 9,64 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 679 026 | 12,01 | 13 | 9,09 | ||||
| 2025-08-11 | 13F | Y.D. More Investments Ltd | 2 100 | 0,00 | 39 | 2,63 | ||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 53 301 | −0,81 | 997 | 0,10 | ||||
| 2025-08-11 | 13F | Oder Investment Management, LLC | 22 549 | 1,18 | 422 | 2,18 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 4 403 485 | 9,21 | 82 345 | 10,21 | ||||
| 2025-08-11 | 13F | Howard Wealth Management, Llc | 202 475 | 0,16 | 3 786 | 1,09 | ||||
| 2025-07-31 | 13F | Gill Capital Partners, Llc | 688 453 | 0,87 | 12 874 | 1,80 | ||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 21 648 | 55,99 | 405 | 56,59 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 2 247 | 9,08 | ||||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 19 328 | −2,43 | 361 | −1,63 | ||||
| 2025-07-18 | 13F | Ledgewood Wealth Advisors, LLC | 212 861 | 0,64 | 3 980 | 1,56 | ||||
| 2025-07-17 | 13F | Western Financial Corp/CA | 51 160 | −2,32 | 957 | −1,44 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 33 245 | 0,87 | 622 | 1,80 | ||||
| 2025-08-13 | 13F | Invesco Ltd. | 2 536 166 | 18,47 | 47 426 | 19,56 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 1 092 507 | 15,02 | 20 430 | 16,07 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 6 963 | 99,11 | 130 | 103,13 | ||||
| 2025-05-22 | 13F | Mattson Financial Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Goepper Burkhardt LLC | 513 924 | 10,76 | 9 610 | 11,78 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 1 671 357 | 9,59 | 31 254 | 10,60 | ||||
| 2025-07-21 | 13F | Exchange Capital Management, Inc. | 44 830 | −0,38 | 838 | 0,60 | ||||
| 2025-08-14 | 13F | Fmr Llc | 561 | 11,98 | 10 | 11,11 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 183 | −13,68 | 3 | 0,00 | ||||
| 2025-08-14 | 13F | Certified Advisory Corp | 12 172 | 228 | ||||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Hager Investment Management Services, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 231 305 | −0,12 | 4 325 | 0,79 | ||||
| 2025-08-13 | 13F | AMJ Financial Wealth Management | 314 822 | −3,66 | 5 887 | −2,77 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 3 398 644 | −9,40 | 63 555 | −8,57 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Pinnacle Financial Group, LLC / IL | 16 758 | 0,22 | 313 | 1,29 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 154 078 | −4,59 | 2 881 | −3,71 | ||||
| 2025-07-28 | 13F | Brown Financial Advisory | 22 730 | 40,34 | 425 | 41,67 | ||||
| 2025-08-06 | 13F | Financial Advisory Corp /ut/ /adv | 132 407 | −4,06 | 2 | 0,00 | ||||
| 2025-08-07 | 13F | Apeiron RIA LLC | 63 814 | 6,01 | 1 193 | 7,00 | ||||
| 2025-09-11 | 13F | Milestones Private Investment Advisors LLC | 119 190 | 2 229 |
