Grundläggande statistik
| Institutionella ägare | 154 total, 154 long only, 0 short only, 0 long/short - change of −2,53% MRQ |
| Genomsnittlig portföljallokering | 0.6751 % - change of 0,93% MRQ |
| Institutionella aktier (lång) | 13 602 279 (ex 13D/G) - change of 1,47MM shares 12,09% MRQ |
| Institutionellt värde (lång) | $ 690 413 USD ($1000) |
Institutionellt ägande och aktieägare
VanEck ETF Trust - VanEck CLO ETF (US:CLOI) har 154 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 13,602,279 aktier. Största aktieägare inkluderar LPL Financial LLC, Capital Investment Advisors, LLC, Independence Asset Advisors, LLC, Syon Capital Llc, Orion Portfolio Solutions, LLC, Brinker Capital Investments, LLC, TRUE Private Wealth Advisors, Ferguson Shapiro LLC, WealthPlan Investment Management, LLC, and HighTower Advisors, LLC .
VanEck ETF Trust - VanEck CLO ETF (ARCA:CLOI) 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 10, 2025 is 52,88 / share. Previously, on September 11, 2024, the share price was 52,83 / share. This represents an increase of 0,09% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-05-16 | 13F/A | Kestra Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Financial Advisory Corp /ut/ /adv | 16 913 | 14,38 | 1 | |||||
| 2025-08-08 | 13F | Gts Securities Llc | 9 194 | −71,44 | 487 | −71,43 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 0 | −100,00 | 0 | |||||
| 2025-07-08 | 13F | Goldstone Financial Group, LLC | 4 061 | 215 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 26 230 | 1 475,38 | 1 391 | 1 497,70 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 2 627 | 0,96 | 139 | 2,21 | ||||
| 2025-03-12 | 13F | Centaurus Financial, Inc. | 0 | −100,00 | 0 | |||||
| 2025-05-02 | 13F | Kingsview Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 11 695 | 619 | ||||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 246 417 | 48,06 | 13 048 | 48,57 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 33 360 | −65,39 | 1 766 | −65,32 | ||||
| 2025-08-06 | 13F | Stonebridge Financial Planning Group, LLC | 18 626 | 73,14 | 986 | 73,59 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 52 487 | 2 779 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 5 185 | 0,00 | 275 | 0,37 | ||||
| 2025-08-05 | 13F | K.J. Harrison & Partners Inc | 0 | −100,00 | 0 | |||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | PCG Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-24 | 13F | Lokken Investment Group LLC | 142 469 | 2,81 | 7 544 | 3,02 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 10 572 | 560 | ||||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 5 001 | −44,50 | 265 | −44,54 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Cwm, Llc | 254 | 1,20 | 0 | |||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 23 956 | 1 268 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 11 155 | 1 | ||||||
| 2025-08-12 | 13F | Integras Partners LLC | 81 858 | −42,33 | 4 334 | −42,21 | ||||
| 2025-07-30 | 13F | TFB Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Mariner, LLC | 55 077 | 2 916 | ||||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 21 634 | −15,54 | 1 146 | −15,37 | ||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | −100,00 | 0 | |||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 300 | 0,00 | 16 | 0,00 | ||||
| 2025-08-11 | 13F | TRUE Private Wealth Advisors | 360 791 | 4,06 | 19 104 | 4,27 | ||||
| 2025-08-15 | 13F | Global View Capital Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Proficio Capital Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Transce3nd, LLC | 822 | −23,11 | 44 | −23,21 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 55 364 | 181,42 | 2 932 | 182,10 | ||||
| 2025-07-16 | 13F | Castleview Partners, Llc | 38 841 | −11,26 | 2 057 | −11,07 | ||||
| 2025-07-10 | 13F | CWC Advisors, LLC. | 126 171 | 1,21 | 6 681 | 1,43 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 79 564 | −1,69 | 4 213 | −1,50 | ||||
| 2025-08-13 | 13F | Coco Enterprises, LLC | 46 792 | 4,91 | 2 478 | 7,46 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 10 551 | −71,00 | 559 | −70,97 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 9 949 | 1 134,37 | 527 | 1 152,38 | ||||
| 2025-08-12 | 13F | Wayfinding Financial, LLC | 54 504 | −37,80 | 3 | −50,00 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 115 680 | 1 592,71 | 6 125 | 1 596,68 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 301 713 | 15,58 | 15 976 | 15,82 | ||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 5 606 | 21,79 | 296 | 22,31 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 57 835 | −17,88 | 3 062 | −17,71 | ||||
| 2025-07-30 | 13F | LifeWealth Investments, LLC | 5 588 | −6,56 | 296 | −6,35 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 4 618 | 24,24 | 244 | 23,98 | ||||
| 2025-08-01 | 13F | Wealth Watch Advisors, INC | 6 012 | 5,60 | 318 | 6,00 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 8 398 | −8,05 | 445 | −7,88 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 2 923 | −98,54 | 155 | −98,54 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 7 561 | 400 | ||||||
| 2025-08-12 | 13F | Allen Capital Group, LLC | 37 321 | 14,99 | 1 976 | 15,29 | ||||
| 2025-08-13 | 13F | PineBridge Investments, L.P. | 271 852 | 14 395 | ||||||
| 2025-07-28 | 13F | Kiker Wealth Management, LLC | 1 407 | 2,18 | 75 | 2,78 | ||||
| 2025-08-01 | 13F | Ferguson Shapiro LLC | 323 062 | 98,19 | 17 106 | 98,61 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 176 198 | −20,96 | 9 330 | −20,80 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 154 672 | 8 185 | ||||||
| 2025-07-23 | 13F | WESPAC Advisors, LLC | 6 472 | −89,18 | 343 | −89,17 | ||||
| 2025-07-31 | 13F | Trademark Financial Management, LLC | 82 488 | −7,24 | 4 368 | −7,05 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 100 010 | 5 | ||||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Breakwater Capital Group | 34 335 | 1 818 | ||||||
| 2025-04-23 | 13F | SFG Wealth Management, LLC. | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Financial Management Network Inc | 79 320 | −1,64 | 4 198 | 0,02 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 71 200 | −85,33 | 3 760 | −85,34 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 25 633 | 0,19 | 1 357 | 0,44 | ||||
| 2025-08-14 | 13F | RMB Capital Management, LLC | 165 842 | 1,96 | 8 781 | 2,18 | ||||
| 2025-07-09 | 13F | VisionPoint Advisory Group, LLC | 24 470 | −1,81 | 1 296 | −1,60 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 201 040 | −2,53 | 11 | 0,00 | ||||
| 2025-08-06 | 13F | Black Swift Group, LLC | 22 435 | −26,65 | 1 188 | −26,55 | ||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 52 419 | 5,23 | 2 776 | 5,43 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 635 803 | −2,03 | 33 666 | −1,83 | ||||
| 2025-07-15 | 13F | Heritage Oak Wealth Advisors Llc | 11 976 | −78,38 | 634 | −78,34 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 10 487 | 9,71 | 555 | 9,90 | ||||
| 2025-07-29 | 13F | Creekside Partners | 3 943 | 209 | ||||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | FLP Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 210 615 | −11,74 | 11 152 | −11,56 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 5 517 | 292 | ||||||
| 2025-05-08 | 13F | NorthRock Partners, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-18 | 13F | B.O.S.S. Retirement Advisors, LLC | 18 973 | −26,90 | 1 005 | −26,77 | ||||
| 2025-08-07 | 13F | Ascension Capital Advisors, Inc. | 4 039 | 214 | ||||||
| 2025-08-28 | NP | SSIZX - Sierra Tactical Core Income Fund Class A Shares | 265 100 | 951,98 | 14 037 | 952,25 | ||||
| 2025-07-14 | 13F | IronOak Wealth LLC. | 39 515 | −34,50 | 2 092 | −34,28 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 1 541 | −8,00 | 82 | −7,95 | ||||
| 2025-08-04 | 13F | Deseret Mutual Benefit Administrators | 211 990 | 23,46 | 11 225 | 23,72 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 1 250 | 66 | ||||||
| 2025-07-25 | 13F | Richardson Financial Services Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Trustmark National Bank Trust Department | 14 779 | 3,30 | 783 | 3,58 | ||||
| 2025-08-14 | 13F | Syon Capital Llc | 791 212 | −7,13 | 41 895 | −6,93 | ||||
| 2025-08-15 | 13F | Sugar Maple Asset Management, LLC | 72 685 | 3,46 | 3 849 | 3,66 | ||||
| 2025-08-01 | 13F | Winebrenner Capital Management Llc | 12 138 | 41,80 | 643 | 42,04 | ||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 205 | 0,00 | 0 | |||||
| 2025-07-14 | 13F | Sentinel Pension Advisors Inc | 154 157 | 828,88 | 8 163 | 831,74 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 14 | 1 300,00 | 1 | |||||
| 2025-07-10 | 13F | Redhawk Wealth Advisors, Inc. | 7 633 | −98,80 | 404 | −98,80 | ||||
| 2025-08-14 | 13F | Clark Capital Management Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Portside Wealth Group, LLC | 5 682 | 26,66 | 301 | 26,58 | ||||
| 2025-07-29 | 13F | Independence Asset Advisors, LLC | 1 099 620 | 547,57 | 58 218 | 549,39 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 149 481 | 7,31 | 7 915 | 7,54 | ||||
| 2025-08-08 | 13F/A | Sterling Capital Management LLC | 9 | −25,00 | 0 | |||||
| 2025-08-12 | 13F | MAI Capital Management | 10 721 | 48,20 | 568 | 48,43 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-20 | 13F/A | Colony Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 32 227 | 256,26 | 1 706 | 256,90 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Milestone Asset Management, Llc | 16 872 | −7,18 | 893 | −6,98 | ||||
| 2025-08-11 | 13F | Pineridge Advisors LLC | 134 | −26,37 | 7 | −22,22 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-04 | 13F | Impact Partnership Wealth, LLC | 12 592 | 667 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 32 574 | 2 | ||||||
| 2025-08-14 | 13F | Fwl Investment Management, Llc | 216 | 0,00 | 11 | 0,00 | ||||
| 2025-07-17 | 13F | Raleigh Capital Management Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Paradigm Financial Partners, Llc | 16 371 | 27,45 | 867 | 27,73 | ||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 2 082 | −22,14 | 110 | −21,99 | ||||
| 2025-08-14 | 13F | Van Eck Associates Corp | 452 | 0,00 | 0 | |||||
| 2025-07-16 | 13F | RWM Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Balboa Wealth Partners | 6 273 | −5,61 | 332 | −5,41 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 6 455 | −9,05 | 342 | −8,82 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 3 345 | 177 | ||||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 11 374 | 20,49 | 602 | 20,88 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 95 | −73,76 | 5 | −73,68 | ||||
| 2025-07-28 | 13F | WealthPLAN Partners, LLC | 166 043 | −13,95 | 8 792 | −13,77 | ||||
| 2025-07-23 | 13F | REAP Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 153 503 | 28,49 | 8 128 | 28,75 | ||||
| 2025-07-15 | 13F | Sheets Smith Wealth Management | 4 500 | −6,25 | 238 | −5,93 | ||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 4 770 | −71,14 | 253 | −71,13 | ||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 90 | 5 | ||||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 11 893 | 0,21 | 630 | 0,32 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 65 643 | 6,12 | 3 476 | 6,33 | ||||
| 2025-08-05 | 13F | Optivise Advisory Services LLC | 11 702 | 10,58 | 620 | 10,73 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 3 775 | 200 | ||||||
| 2025-07-30 | 13F | Brookstone Capital Management | 286 458 | −4,48 | 15 168 | −4,28 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 5 | −99,99 | 0 | −100,00 | ||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 312 471 | 20,98 | 16 545 | 21,23 | ||||
| 2025-07-14 | 13F | Iams Wealth Management, Llc | 11 981 | −7,74 | 634 | −7,58 | ||||
| 2025-08-14 | 13F | Advisor OS, LLC | 38 737 | 33,59 | 2 051 | 33,88 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 94 327 | −5,59 | 5 | −20,00 | ||||
| 2025-07-29 | 13F | Mattson Financial Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 648 991 | −2,11 | 34 293 | −1,98 | ||||
| 2025-07-16 | 13F | Maridea Wealth Management LLC | 134 247 | 0,33 | 7 108 | 0,54 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 27 337 | −4,47 | 1 | 0,00 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 4 231 | 36,09 | 224 | 36,59 | ||||
| 2025-05-09 | 13F | GeoWealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | BEAM Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 86 777 | 27,40 | 4 595 | 27,65 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 14 615 | −5,53 | 774 | −5,39 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Elequin Capital Lp | 4 084 | 216 | ||||||
| 2025-05-13 | 13F | CacheTech Inc. | 26 280 | 3,52 | 1 389 | 3,66 | ||||
| 2025-08-14 | 13F | Harvest Investment Services, LLC | 178 345 | −4,85 | 9 443 | −4,65 | ||||
| 2025-05-13 | 13F | Adams Wealth Management | 26 280 | 3,52 | 1 389 | 3,66 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 26 867 | −0,71 | 1 427 | 0,42 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 1 313 075 | 2,32 | 69 527 | 2,54 | ||||
| 2025-07-14 | 13F | Chris Bulman Inc | 8 852 | −3,93 | 469 | −3,70 | ||||
| 2025-07-08 | 13F | Gradient Investments LLC | 277 737 | 0,77 | 14 706 | 0,99 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 17 086 | 25,07 | 905 | 25,38 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 14 | 0,00 | 1 | |||||
| 2025-08-08 | 13F | Crossmark Global Holdings, Inc. | 29 012 | −0,68 | 1 537 | −0,58 | ||||
| 2025-07-14 | 13F | Cathy Pareto & Associates, Inc | 20 916 | 40,14 | 1 108 | 40,48 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 78 881 | 4 170 | ||||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 278 | 15 | ||||||
| 2025-08-07 | 13F | Mosaic Financial Group, Llc | 7 062 | 33,27 | 0 | |||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 1 286 977 | 14,65 | 68 145 | 14,89 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 14 446 | 1 | ||||||
| 2025-04-17 | 13F | Authentikos Wealth Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Comerica Bank | 612 | −17,85 | 32 | −17,95 | ||||
| 2025-08-14 | 13F | UBS Group AG | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | FSA Wealth Management LLC | 1 200 | 0,00 | 64 | 0,00 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 99 291 | 139,58 | 5 252 | 139,93 | ||||
| 2025-04-21 | 13F | PSI Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Spire Wealth Management | 55 | 1,85 | 3 | 0,00 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 45 346 | 2 401 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 276 | 1,47 | 15 | 0,00 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 375 | 0,00 | 20 | 0,00 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 97 391 | −0,60 | 5 157 | −0,41 | ||||
| 2025-08-25 | 13F | Fulcrum Equity Management | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 8 217 | −7,15 | 435 | −6,85 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 28 055 | −61,42 | 1 486 | −61,35 | ||||
| 2025-08-12 | 13F | Richmond Investment Services, LLC | 44 554 | 113,10 | 2 359 | 113,68 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 4 398 | −6,86 | 233 | −6,83 | ||||
| 2025-07-08 | 13F | Lowe Wealth Advisors, LLC | 10 411 | 4,43 | 551 | 4,75 | ||||
| 2025-08-15 | 13F/A | Symphony Financial, Ltd. Co. | 12 145 | 642 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 459 | 129,50 | 24 | 140,00 | ||||
| 2025-08-12 | 13F | TCP Asset Management, LLC | 34 666 | 2,06 | 1 836 | 2,29 | ||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 27 863 | 20,99 | 1 474 | 21,22 |
