Grundläggande statistik
| Institutionella ägare | 192 total, 192 long only, 0 short only, 0 long/short - change of −1,54% MRQ |
| Genomsnittlig portföljallokering | 0.6513 % - change of −4,00% MRQ |
| Institutionella aktier (lång) | 32 923 553 (ex 13D/G) - change of −2,19MM shares −6,24% MRQ |
| Institutionellt värde (lång) | $ 816 341 USD ($1000) |
Institutionellt ägande och aktieägare
Litman Gregory Funds Trust - iMGP DBi Managed Futures Strategy ETF (US:DBMF) har 192 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 32,923,553 aktier. Största aktieägare inkluderar LPL Financial LLC, Morgan Stanley, Northwestern Mutual Wealth Management Co, Raymond James Financial Inc, Goldstein Advisors, LLC, Litman Gregory Asset Management LLC, Cardinal Point Capital Management, ULC, RAA - SMI 3Fourteen Real Asset Allocation ETF SMI 3Fourteen REAL Asset Allocation ETF, Savant Capital, LLC, and Resources Investment Advisors, LLC. .
Litman Gregory Funds Trust - iMGP DBi Managed Futures Strategy ETF (ARCA:DBMF) 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 8, 2025 is 26,60 / share. Previously, on September 9, 2024, the share price was 27,71 / share. This represents a decline of 4,01% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-11 | 13F | Trajan Wealth LLC | 25 272 | −15,53 | 650 | −13,91 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 62 396 | 23,82 | 1 605 | 26,18 | ||||
| 2025-07-16 | 13F | Castleview Partners, Llc | 49 055 | 225,84 | 1 262 | 232,11 | ||||
| 2025-04-21 | 13F | Envestnet Portfolio Solutions, Inc. | 0 | −100,00 | 0 | |||||
| 2025-05-08 | 13F | Altiora Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-06 | 13F | Proficio Capital Partners LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-30 | 13F | Drive Wealth Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 2 621 | 0,00 | 67 | 4,69 | ||||
| 2025-08-05 | 13F | Elyxium Wealth, LLC | 53 320 | 86,81 | 1 372 | 90,42 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 9 440 | 12,15 | 243 | 14,15 | ||||
| 2025-05-16 | 13F/A | Kestra Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Private Trust Co Na | 14 709 | 3,63 | 378 | 5,59 | ||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 32 | 0,00 | 1 | |||||
| 2025-08-13 | 13F | Cambria Investment Management, L.P. | 266 136 | 6 848 | ||||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 18 786 | −8,09 | 475 | −11,24 | ||||
| 2025-07-28 | 13F | Innova Wealth Partners | 78 643 | 158,81 | 2 023 | 163,75 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 385 626 | −1,47 | 9 922 | 0,36 | ||||
| 2025-07-09 | 13F | Fermata Advisors, LLC | 131 305 | 16,23 | 3 378 | 18,40 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 75 884 | 35,22 | 1 953 | 37,76 | ||||
| 2025-05-12 | 13F | Fmr Llc | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 12 629 | −1,44 | 325 | 0,31 | ||||
| 2025-08-05 | 13F | ALM First Financial Advisors, LLC | 472 305 | 0,00 | 12 152 | 1,86 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 0 | −100,00 | 0 | ||||
| 2025-08-25 | NP | MAINSTAY VP FUNDS TRUST - MainStay VP IQ Hedge Multi-Strategy Portfolio Initial Class | 104 896 | 9,97 | 2 699 | 12,00 | ||||
| 2025-06-24 | NP | TNMAX - 1290 Multi-Alternative Strategies Fund Class A | 88 890 | 16,71 | 2 245 | 11,41 | ||||
| 2025-08-01 | 13F | Solstein Capital, LLC | 35 | 0,00 | 1 | |||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 18 200 | −21,21 | 468 | −19,73 | |||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 43 441 | −14,51 | 1 118 | −12,94 | ||||
| 2025-04-22 | 13F | FMA Wealth Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-15 | 13F | Harvest Fund Management Co., Ltd | 1 053 | 0,00 | 0 | |||||
| 2025-08-08 | 13F | Austin Wealth Management, LLC | 559 759 | 23,93 | 14 335 | 25,31 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 34 466 | −58,36 | 888 | −57,51 | ||||
| 2025-07-10 | 13F | Rockland Trust Co | 293 140 | 7 542 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 362 965 | 42,58 | 9 339 | 45,24 | ||||
| 2025-08-13 | 13F | Quadrature Capital Ltd | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 1 896 185 | −3,93 | 48 789 | −2,14 | ||||
| 2025-08-14 | 13F | Pinnacle Family Advisors, LLC | 17 684 | 5,51 | 455 | 7,57 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 14 258 | −31,73 | 367 | −30,55 | ||||
| 2025-07-30 | NP | ENDW - Cambria Endowment Style ETF | 94 873 | 2 393 | ||||||
| 2025-07-09 | 13F | Burt Wealth Advisors | 21 460 | 80,32 | 552 | 84,00 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 171 614 | 2,51 | 4 416 | 4,42 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 57 195 | −2,86 | 1 472 | −1,08 | ||||
| 2025-07-14 | 13F | Matrix Trust Co | 40 746 | −2,12 | 1 | 0,00 | ||||
| 2025-05-14 | 13F | Atomi Financial Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Principia Wealth Advisory, LLC | 200 450 | −5,96 | 5 157 | −3,61 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 11 846 | 305 | ||||||
| 2025-05-16 | 13F | Arete Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | FLP Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Stansberry Asset Management, Llc | 116 648 | −2,25 | 3 001 | −0,43 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 199 414 | 25,73 | 5 131 | 28,06 | ||||
| 2025-08-06 | 13F | New Millennium Group LLC | 1 | 0 | ||||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 569 | −38,82 | 14 | −41,67 | ||||
| 2025-07-25 | 13F | R. W. Roge & Company, Inc. | 71 213 | 2 | ||||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 12 985 | 0,64 | 334 | 2,77 | ||||
| 2025-08-07 | 13F | Howard Bailey Securities, Llc | 52 383 | −2,10 | 1 348 | −0,30 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 490 | 0,62 | 13 | 0,00 | ||||
| 2025-08-13 | 13F | West Chester Capital Advisors, Inc | 0 | −100,00 | 0 | |||||
| 2025-06-27 | NP | TRTY - Cambria Trinity ETF | 171 263 | 4 326 | ||||||
| 2025-07-25 | 13F | Northwest Capital Management Inc | 492 | 14,95 | 13 | 20,00 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-03 | 13F | City Center Advisors, LLC | 35 289 | −2,47 | 908 | −0,77 | ||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 2 290 | 0,00 | 59 | 1,75 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - 1290 VT Multi-Alternative Strategies Portfolio Class IB | 42 840 | 1,73 | 1 102 | 3,67 | ||||
| 2025-08-06 | 13F | Ethos Financial Group, LLC | 13 107 | −37,65 | 335 | −38,76 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 5 433 | −45,36 | 140 | −44,62 | ||||
| 2025-08-11 | 13F | Empowered Funds, LLC | 94 873 | 2 441 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 25 841 | 5 088,96 | 665 | 5 007,69 | ||||
| 2025-05-14 | 13F | Legend Financial Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Family Investment Center, Inc. | 26 591 | −92,49 | 684 | −92,35 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 5 156 988 | 5,09 | 132 689 | 7,04 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 176 400 | 356,99 | 4 539 | 365,44 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 64 115 | 32,37 | 1 650 | 34,91 | ||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 136 | −80,26 | 3 | −84,21 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 400 560 | −6,72 | 10 306 | −4,98 | ||||
| 2025-08-13 | 13F | Virtue Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 25 821 | −1,45 | 664 | 0,45 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 27 384 | 1,36 | 705 | 3,23 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 475 069 | −3,99 | 12 224 | −2,21 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1 285 564 | 54,95 | 33 078 | 57,83 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 14 785 | 7,01 | 381 | 8,88 | ||||
| 2025-07-18 | 13F | Midwest Financial Group LLC | 71 699 | 4,46 | 1 845 | 6,41 | ||||
| 2025-08-08 | 13F | Creative Planning | 17 424 | −9,37 | 448 | −7,63 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 92 | 0,00 | 0 | |||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 1 655 | −14,87 | 43 | −14,29 | ||||
| 2025-08-05 | 13F | Tsfg, Llc | 108 | 0,93 | 0 | |||||
| 2025-05-02 | 13F | Fortress Wealth Group, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | UBS Group AG | 6 000 | −26,95 | 154 | −25,60 | ||||
| 2025-07-28 | 13F | Fairman Group, LLC | 75 079 | −12,96 | 1 932 | −9,34 | ||||
| 2025-07-24 | 13F | Live Oak Investment Partners | 115 778 | 0,01 | 2 979 | 1,85 | ||||
| 2025-07-18 | 13F | Astor Investment Management LLC | 177 689 | −3,82 | 4 572 | −2,04 | ||||
| 2025-05-02 | 13F | Parcion Private Wealth LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 9 212 | −3,94 | 237 | −2,07 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 26 999 | 1 | ||||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Truvestments Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-04-25 | 13F | New Wave Wealth Advisors Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 97 613 | 334,24 | 2 512 | 342,86 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Transce3nd, LLC | 1 686 | −0,35 | 43 | 2,38 | ||||
| 2025-08-13 | 13F | Legacy Capital Wealth Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Entrewealth, Llc | 90 668 | 8,40 | 2 333 | 10,42 | ||||
| 2025-08-07 | 13F | Nwam Llc | 31 991 | 19,32 | 820 | 20,97 | ||||
| 2025-07-11 | 13F | Deane Retirement Strategies, Inc. | 217 648 | 31 171,26 | 5 600 | 32 835,29 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 2 495 | 596,93 | 64 | 611,11 | ||||
| 2025-07-31 | 13F | West Michigan Advisors, Llc | 14 128 | 57,34 | 366 | 61,50 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 44 928 | 73,47 | 1 156 | 76,76 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 37 316 | 2,39 | 960 | 4,24 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 8 873 | −9,54 | 228 | −7,69 | ||||
| 2025-07-23 | 13F | TriaGen Wealth Management LLC | 88 500 | 11,88 | 2 277 | 13,96 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 13 392 | 9,73 | 345 | 11,69 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 194 372 | −93,01 | 5 | −92,86 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 29 355 | 1 | ||||||
| 2025-07-03 | 13F | Garde Capital, Inc. | 100 | 3 | ||||||
| 2025-08-14 | 13F | Css Llc/il | 205 764 | 2,02 | 5 294 | 3,93 | ||||
| 2025-07-31 | 13F | Longview Financial Advisors, Inc. | 134 819 | −8,76 | 3 469 | −7,07 | ||||
| 2025-07-14 | 13F | Legacy Capital Group California, Inc. | 45 872 | 2,62 | 1 180 | 4,52 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 39 125 | 75,22 | 1 007 | 78,37 | ||||
| 2025-06-02 | 13F/A | Modern Wealth Management, LLC | 8 541 | 0,31 | 216 | −3,15 | ||||
| 2025-07-16 | 13F | ORG Wealth Partners, LLC | 27 880 | 7,11 | 718 | 8,97 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 64 | 0,00 | 2 | 0,00 | ||||
| 2025-05-15 | 13F | Advisory Services Network, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Manning & Napier Advisors Llc | 888 | 23 | ||||||
| 2025-07-11 | 13F | Mkd Wealth Coaches, Llc | 92 434 | 0,01 | 2 378 | 1,89 | ||||
| 2025-07-14 | 13F | Ai Financial Services Llc | 222 129 | 2,48 | 5 715 | 4,40 | ||||
| 2025-08-14 | 13F | Comerica Bank | 24 850 | 19,27 | 639 | 21,48 | ||||
| 2025-07-15 | 13F | Verum Partners LLC | 8 899 | −49,45 | 229 | −48,65 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 15 860 | −22,94 | 408 | −21,39 | ||||
| 2025-07-14 | 13F | E&G Advisors, LP | 72 782 | −3,45 | 1 873 | −1,68 | ||||
| 2025-07-29 | 13F | Sage Private Wealth Group, Llc | 460 951 | 9,99 | 11 860 | 12,03 | ||||
| 2025-05-08 | 13F | Moors & Cabot, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 50 | 0,00 | 1 | 0,00 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 66 849 | 4,70 | 2 | 0,00 | ||||
| 2025-05-12 | 13F | Simplex Trading, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Toroso Investments, LLC | 339 077 | 140,72 | 8 724 | 145,19 | ||||
| 2025-07-23 | 13F | Citizens National Bank Trust Department | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Retirement Financial Solutions, Llc | 12 465 | −12,35 | 321 | −10,86 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 2 680 823 | 13,59 | 68 978 | 15,70 | ||||
| 2025-08-05 | 13F | Optivise Advisory Services LLC | 69 008 | 1,78 | 1 776 | 3,68 | ||||
| 2025-07-28 | 13F | Smart Portfolios, LLC | 31 336 | 25,78 | 806 | 28,14 | ||||
| 2025-04-23 | 13F | PMV Capital Advisers, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 48 641 | 25,96 | 1 252 | 28,31 | ||||
| 2025-04-22 | 13F | World Equity Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 633 318 | 6,89 | 16 295 | 8,89 | ||||
| 2025-08-29 | NP | RAA - SMI 3Fourteen Real Asset Allocation ETF SMI 3Fourteen REAL Asset Allocation ETF | 958 053 | 218,89 | 24 651 | 224,81 | ||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 31 508 | 940,21 | 811 | 965,79 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 1 201 | 0,00 | 31 | 0,00 | ||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 24 044 | 14,35 | 619 | 16,38 | ||||
| 2025-08-11 | 13F | Advisor Resource Council | 9 053 | −96,69 | 233 | −96,53 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 10 527 | 271 | ||||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 689 223 | −1,08 | 17 734 | 0,76 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 9 900 | −40,04 | 255 | −39,09 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-04-25 | 13F | Mather Group, Llc. | 0 | −100,00 | 0 | |||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 10 785 | 0 | ||||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 113 140 | −6,43 | 2 911 | −4,68 | ||||
| 2025-08-01 | 13F | New York Life Investment Management Llc | 474 820 | 19,04 | 12 217 | 21,26 | ||||
| 2025-08-13 | 13F | Empire Financial Management Company, LLC | 204 996 | −0,32 | 5 275 | 1,54 | ||||
| 2025-07-23 | 13F | Columbus Macro, LLC | 36 690 | 944 | ||||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 28 097 | 5,26 | 723 | 7,12 | ||||
| 2025-08-13 | 13F | IAG Wealth Partners, LLC | 414 567 | 19,85 | 10 667 | 22,08 | ||||
| 2025-07-07 | 13F | Upper Left Wealth Management, LLC | 181 056 | 19,21 | 4 659 | 21,43 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 498 815 | −25,63 | 13 | −25,00 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 36 954 | 951 | ||||||
| 2025-07-23 | 13F | Litman Gregory Asset Management LLC | 1 166 894 | −1,13 | 30 024 | 0,71 | ||||
| 2025-08-06 | 13F | Summit Wealth & Retirement Planning, Inc. | 585 899 | 3,96 | 15 075 | 5,89 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 115 102 | −4,19 | 2 962 | −2,41 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 0 | −100,00 | 0 | |||||
| 2025-04-15 | 13F | Kozak & Associates, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 6 930 | −7,23 | 178 | −5,32 | ||||
| 2025-07-16 | 13F | Octavia Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 196 550 | −6,71 | 5 | 0,00 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 18 673 | −14,18 | 480 | −12,57 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 20 938 | −38,82 | 539 | −37,73 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 18 949 | 3,27 | 0 | |||||
| 2025-07-15 | 13F | Cranbrook Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Rainey & Randall Investment Management Inc. | 63 699 | −80,25 | 1 639 | −79,89 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 18 927 | −7,45 | 487 | −5,81 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 8 351 | −5,77 | 215 | −4,04 | ||||
| 2025-08-11 | 13F | Lake Street Financial Llc | 12 904 | −43,17 | 332 | −42,06 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 28 924 | 744 | ||||||
| 2025-07-10 | 13F | Professional Financial Advisors, LLC | 179 591 | 8,41 | 4 621 | 10,42 | ||||
| 2025-07-17 | 13F | Sterneck Capital Management, LLC | 44 052 | 1,69 | 1 133 | 3,56 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 10 321 | 4,81 | 266 | 6,85 | ||||
| 2025-07-28 | 13F | Naviter Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | LFA - Lugano Financial Advisors SA | 11 620 | 0,00 | 299 | 1,71 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 24 552 | 0,00 | 632 | 1,77 | ||||
| 2025-08-14 | 13F | L2 Asset Management, LLC | 9 574 | 246 | ||||||
| 2025-07-21 | 13F | Greenwood Capital Associates Llc | 16 874 | 24,03 | 434 | 26,53 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 60 221 | 33,02 | 1 550 | 35,52 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 10 342 | 266 | ||||||
| 2025-07-17 | 13F | Raleigh Capital Management Inc. | 3 601 | −8,95 | 93 | −7,07 | ||||
| 2025-06-30 | NP | ASTIX - Astor Dynamic Allocation Fund Class I shares | 79 365 | 0,00 | 2 005 | −4,57 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 20 387 | 46,69 | 525 | 49,29 | ||||
| 2025-08-13 | 13F | Avestar Capital, LLC | 156 034 | 8,03 | 4 015 | 10,03 | ||||
| 2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-28 | 13F | DAVENPORT & Co LLC | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Leelyn Smith, LLC | 259 877 | 2,61 | 6 687 | 4,52 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 18 891 | 6,61 | 486 | 8,72 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 129 462 | 3,31 | 3 331 | 5,24 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 30 905 | 0,31 | 795 | 2,19 | ||||
| 2025-08-14 | 13F | Capitolis Liquid Global Markets LLC | 149 300 | −18,01 | 3 841 | −16,48 | ||||
| 2025-08-13 | 13F | Proactive Wealth Strategies LLC | 19 545 | −9,45 | 1 | |||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 25 986 | 21,54 | 669 | 23,70 | ||||
| 2025-07-15 | 13F | Genesis Wealth Advisors, LLC | 10 189 | 0,00 | 262 | 1,95 | ||||
| 2025-07-01 | 13F | Burkett Financial Services, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Kiker Wealth Management, LLC | 21 | 0,00 | 1 | |||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 18 342 | −2,36 | 472 | −0,63 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 107 476 | −37,84 | 2 765 | −36,80 | ||||
| 2025-05-09 | 13F | Sound Financial Strategies Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Ashton Thomas Securities, Llc | 133 968 | 3 447 | ||||||
| 2025-07-29 | 13F | Goldstein Advisors, LLC | 1 180 035 | −1,99 | 30 362 | −0,17 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 248 279 | 3,75 | 6 388 | 5,67 | ||||
| 2025-04-28 | 13F | Rossby Financial, LCC | 0 | 0 | ||||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 22 324 | −0,49 | 574 | 1,41 | ||||
| 2025-07-25 | 13F | RHS Financial, LLC | 50 250 | −5,47 | 1 293 | −3,73 | ||||
| 2025-07-24 | 13F | Eastern Bank | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Fortitude Family Office, LLC | 339 371 | 9,16 | 8 732 | 11,21 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 171 235 | −2,68 | 4 406 | −0,88 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 360 | −50,14 | 9 | −50,00 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 76 306 | 0,39 | 1 963 | 2,29 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 8 933 | 8,48 | 230 | 10,10 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 81 817 | −18,50 | 2 105 | −16,96 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 164 | 4 | ||||||
| 2025-06-26 | NP | FARX - Frontier Asset Absolute Return ETF | 27 016 | −6,38 | 682 | −10,62 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 704 535 | 54,00 | 18 128 | 56,86 | ||||
| 2025-07-11 | 13F | UMA Financial Services, Inc. | 0 | −100,00 | 0 | |||||
| 2025-06-25 | NP | QAI - IQ Hedge Multi-Strategy Tracker ETF | 353 804 | 17,72 | 8 937 | 12,34 | ||||
| 2025-08-11 | 13F | Inspire Advisors, LLC | 8 032 | 207 | ||||||
| 2025-07-16 | 13F | Twelve Points Wealth Management LLC | 66 857 | 0,09 | 1 720 | 1,96 | ||||
| 2025-04-15 | 13F | Reuter James Wealth Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Frontier Asset Management, LLC | 65 772 | −48,94 | 1 692 | −47,99 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 40 749 | −13,70 | 1 048 | −12,08 | ||||
| 2025-05-23 | 13F | SWAN Capital LLC | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Cardinal Point Capital Management, ULC | 1 084 995 | −0,26 | 27 917 | 1,59 | ||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 10 994 | 4,32 | 283 | 6,02 | ||||
| 2025-08-14 | 13F | Family Office Research LLC | 32 487 | 29,58 | 836 | 31,91 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 426 | 9,79 | 11 | 11,11 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 33 263 | 3,99 | 856 | 5,95 |
