Grundläggande statistik
| Institutionella ägare | 443 total, 443 long only, 0 short only, 0 long/short - change of 0,68% MRQ |
| Genomsnittlig portföljallokering | 0.4055 % - change of −15,03% MRQ |
| Institutionella aktier (lång) | 77 452 580 (ex 13D/G) - change of 2,84MM shares 3,81% MRQ |
| Institutionellt värde (lång) | $ 3 096 721 USD ($1000) |
Institutionellt ägande och aktieägare
First Trust Exchange-Traded Fund - First Trust Morningstar Dividend Leaders Index Fund (US:FDL) har 443 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 77,452,580 aktier. Största aktieägare inkluderar LPL Financial LLC, Morgan Stanley, Raymond James Financial Inc, Ameriprise Financial Inc, Wells Fargo & Company/mn, Bank Of America Corp /de/, UBS Group AG, Royal Bank Of Canada, Cetera Investment Advisers, and Stifel Financial Corp .
First Trust Exchange-Traded Fund - First Trust Morningstar Dividend Leaders Index Fund (ARCA:FDL) 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 5, 2025 is 43,96 / share. Previously, on September 9, 2024, the share price was 41,40 / share. This represents an increase of 6,18% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 12 460 | −2,24 | 1 | |||||
| 2025-08-11 | 13F | Pineridge Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 81 218 | −28,37 | 3 401 | −30,96 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 19 790 | −1,51 | 829 | −5,05 | ||||
| 2025-08-14 | 13F | Headlands Technologies LLC | 333 | 14 | ||||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 15 204 | −0,97 | 637 | −4,50 | ||||
| 2025-07-16 | 13F | Moisand Fitzgerald Tamayo, LLC | 925 | 0,00 | 39 | −5,00 | ||||
| 2025-08-08 | 13F | Creative Planning | 427 638 | −72,56 | 17 905 | −73,55 | ||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 200 | 0,00 | 8 | 0,00 | ||||
| 2025-08-07 | 13F | Nwam Llc | 20 446 | −0,55 | 874 | −2,24 | ||||
| 2025-07-29 | 13F | Monument Group Wealth Advisors, LLC | 10 350 | 0,00 | 433 | −3,56 | ||||
| 2025-08-11 | 13F | Sykon Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 65 734 | −19,52 | 2 752 | −22,44 | ||||
| 2025-08-05 | 13F | Fortress Wealth Group, LLC | 10 603 | 0,03 | 447 | 2,52 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 46 489 | 38,70 | 2 | 0,00 | ||||
| 2025-08-07 | 13F | PFG Advisors | 14 070 | 88,30 | 1 300 | 300,93 | ||||
| 2025-07-31 | 13F | Topsail Wealth Management, LLC | 9 985 | −2,73 | 418 | −6,07 | ||||
| 2025-08-08 | 13F | WealthTrust Asset Management, LLC | 6 540 | −20,26 | 274 | −23,31 | ||||
| 2025-08-14 | 13F | Paragon Private Wealth Management, LLC | 9 929 | 0,00 | 416 | −3,71 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 350 | 0,00 | 15 | −6,67 | ||||
| 2025-07-17 | 13F | PMG Wealth Management, Inc. | 71 393 | 2 989 | ||||||
| 2025-07-23 | 13F | RiverTree Advisors, LLC | 57 028 | 2 388 | ||||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 3 313 | 1,10 | 139 | −2,82 | ||||
| 2025-08-11 | 13F | Hexagon Capital Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Catalyst Financial Partners Llc | 5 000 | −30,16 | 209 | −32,58 | ||||
| 2025-08-14 | 13F | Harvest Investment Services, LLC | 131 528 | 2,67 | 5 507 | −1,04 | ||||
| 2025-07-14 | 13F | Financial Harvest, LLC | 9 063 | 553,42 | 379 | 60,59 | ||||
| 2025-08-13 | 13F | Maia Wealth LLC | 46 337 | 55,62 | 1 940 | 62,75 | ||||
| 2025-08-15 | 13F | Global View Capital Management LLC | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 7 452 | 6,59 | 312 | 2,97 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 175 631 | 23,86 | 7 531 | 22,28 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 1 983 | 134,40 | 83 | 144,12 | ||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 1 185 | 17,91 | 50 | 13,95 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 11 850 795 | 10,34 | 496 193 | 6,35 | ||||
| 2025-07-02 | 13F | Crumly & Associates Inc. | 20 005 | −13,96 | 838 | −17,13 | ||||
| 2025-08-15 | 13F | Puff Wealth Management, Llc | 7 054 | 0,41 | 295 | −3,28 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 181 480 | −15,70 | 7 599 | −18,75 | ||||
| 2025-08-01 | 13F | Liberty Wealth Management Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 12 091 | 0,00 | 506 | −3,62 | ||||
| 2025-08-11 | 13F | Forge Financial Services LLC | 67 030 | −3,61 | 2 843 | −5,89 | ||||
| 2025-08-13 | 13F | Keystone Financial Group | 14 075 | −0,75 | 589 | −4,38 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 15 839 | 5,01 | 663 | 1,22 | ||||
| 2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 106 874 | 185,73 | 4 475 | 175,49 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 19 118 | 1,53 | 800 | −2,08 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 5 054 | −0,22 | 212 | −4,09 | ||||
| 2025-07-25 | 13F | Lion Street Advisors, LLC | 15 569 | 23,04 | 652 | 18,58 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 18 452 | −6,19 | 773 | −9,60 | ||||
| 2025-07-28 | 13F | Copia Wealth Management | 318 | 0,00 | 13 | 0,00 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 936 939 | 2,99 | 39 | 0,00 | ||||
| 2025-07-15 | 13F | McAdam, LLC | 227 660 | −1,12 | 9 532 | −4,69 | ||||
| 2025-07-14 | 13F | Clear Harbor Asset Management, LLC | 6 625 | −4,74 | 277 | −8,28 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 209 021 | −3,07 | 8 752 | −6,58 | ||||
| 2025-07-10 | 13F | Kmg Fiduciary Partners, Llc | 24 773 | 1,99 | 1 037 | −1,71 | ||||
| 2025-07-30 | 13F | Principle Wealth Partners Llc | 7 260 | 0,00 | 304 | −3,81 | ||||
| 2025-08-05 | 13F | Integrity Financial Corp /WA | 7 540 | 0,00 | 316 | −3,67 | ||||
| 2025-07-23 | 13F | BankPlus Trust Department | 110 | 0,00 | 5 | 0,00 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 17 557 | −0,96 | 735 | −4,55 | ||||
| 2025-07-29 | 13F | Huntleigh Advisors, Inc. | 7 129 | −10,71 | 298 | −13,87 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 6 188 | 0,70 | 269 | 7,63 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 30 423 | −5,22 | 1 274 | −8,68 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 16 247 | 30,40 | 680 | 25,69 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 10 354 | −21,45 | 434 | −24,30 | ||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 78 961 | −0,66 | 3 407 | −1,30 | ||||
| 2025-08-07 | 13F | Sound View Wealth Advisors Group, LLC | 19 644 | 0,74 | 822 | −2,95 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Comprehensive Financial Consultants Institutional, Inc. | 53 222 | −1,11 | 2 228 | −4,66 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 5 049 | 8,63 | 211 | 4,98 | ||||
| 2025-07-25 | 13F | Priebe Wealth Holdings LLC | 23 612 | 6,23 | 989 | 2,38 | ||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 1 263 811 | 18,19 | 52 916 | 13,92 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 4 787 | 0,00 | 200 | −3,38 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 38 725 | 0,45 | 1 622 | −3,17 | ||||
| 2025-07-21 | 13F | Monticello Wealth Management, Llc | 39 047 | −1,58 | 1 635 | −5,17 | ||||
| 2025-08-14 | 13F | Fmr Llc | 27 482 | 3,79 | 1 151 | 0,00 | ||||
| 2025-07-30 | 13F | Sterling Investment Management, Inc. | 5 800 | 0,00 | 243 | −3,59 | ||||
| 2025-04-28 | 13F | Keybank National Association/oh | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Mascoma Wealth Management LLC | 691 | 0,00 | 29 | −6,67 | ||||
| 2025-08-06 | 13F | Tradewinds, LLC. | 11 432 | 479 | ||||||
| 2025-08-12 | 13F/A | Cozad Asset Management Inc | 158 751 | 0,59 | 6 647 | −3,05 | ||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 8 800 | 0,00 | 382 | 7,91 | ||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 3 887 | 0,93 | 163 | 4,52 | ||||
| 2025-08-11 | 13F | Promethium Advisors,llc | 8 525 | 357 | ||||||
| 2025-08-11 | 13F | Plotkin Financial Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Brighton Jones Llc | 6 349 | 0,81 | 266 | −2,93 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 11 173 | 0,00 | 468 | −3,71 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 658 | 28 | ||||||
| 2025-08-14 | 13F | Blue Capital, Inc. | 29 905 | 1 252 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 126 331 | 20,53 | 5 289 | 16,19 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 2 057 022 | 13,66 | 86 126 | 9,55 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 22 117 | 56,29 | 926 | 50,81 | ||||
| 2025-07-17 | 13F | Raleigh Capital Management Inc. | 1 222 | 0,91 | 51 | −1,92 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 6 208 | 260 | ||||||
| 2025-08-05 | 13F | Key FInancial Inc | 283 | 0,00 | 12 | −8,33 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 49 196 | −37,28 | 2 060 | −36,76 | ||||
| 2025-08-18 | 13F | Tyler-Stone Wealth Management | 9 995 | 2,46 | 419 | −1,18 | ||||
| 2025-07-16 | 13F | Lloyd Advisory Services, LLC. | 0 | −100,00 | 0 | |||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 898 | 0,00 | 38 | −5,13 | ||||
| 2025-08-14 | 13F | Win Advisors, Inc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Gen-Wealth Partners Inc | 1 900 | 0,00 | 80 | −3,66 | ||||
| 2025-07-23 | 13F | REAP Financial Group, LLC | 12 358 | −4,30 | 517 | −7,68 | ||||
| 2025-08-14 | 13F | Icon Wealth Advisors, LLC | 19 620 | 0,00 | 821 | −3,64 | ||||
| 2025-08-14 | 13F | Salzhauer Michael | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 4 888 | −0,14 | 205 | −3,77 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 173 288 | 0,07 | 7 256 | 2,97 | ||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 18 125 | −27,86 | 759 | −30,52 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 12 593 | 2,41 | 527 | −1,31 | ||||
| 2025-07-24 | 13F | Moseley Investment Management Inc | 12 681 | 0,00 | 531 | −3,64 | ||||
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 1 000 | 0,00 | 42 | −4,65 | ||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 2 391 | 0,00 | 0 | |||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 295 | 0,00 | 12 | 0,00 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 98 | 0,00 | 4 | 0,00 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 150 000 | 938,06 | 6 280 | 901,59 | ||||
| 2025-07-17 | 13F | Global Trust Asset Management, LLC | 400 | −60,00 | 17 | −62,79 | ||||
| 2025-08-13 | 13F | Trustmark National Bank Trust Department | 17 000 | 70,00 | 712 | 63,82 | ||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 324 | 3 140,00 | 14 | |||||
| 2025-08-13 | 13F | Dana Investment Advisors, Inc. | 28 144 | 1 178 | ||||||
| 2025-08-14 | 13F | Betterment LLC | 10 219 | 78,65 | 0 | |||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 18 785 | 6,63 | 787 | 2,75 | ||||
| 2025-08-14 | 13F | Tudor Investment Corp Et Al | 4 817 | −74,19 | 202 | −75,19 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 30 438 | 154,71 | 1 274 | 145,47 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 20 975 | 106,96 | 878 | 99,55 | ||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 6 873 | 3,70 | 288 | 0,00 | ||||
| 2025-07-22 | 13F | Accel Wealth Management | 14 283 | −2,05 | 598 | −5,53 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 1 783 853 | 0,56 | 74 601 | 4,98 | ||||
| 2025-08-08 | 13F | TD Capital Management LLC | 138 | 0,73 | 6 | 0,00 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 2 075 810 | 11,47 | 86 914 | 7,44 | ||||
| 2025-08-06 | 13F | SNS Financial Group, LLC | 84 508 | −1,69 | 3 538 | −5,25 | ||||
| 2025-07-09 | 13F | First Financial Corp /in/ | 1 875 | 0,00 | 79 | −3,70 | ||||
| 2025-07-16 | 13F | TOWER TRUST & INVESTMENT Co | 368 | 0,00 | 15 | 0,00 | ||||
| 2025-07-15 | 13F | tru Independence LLC | 17 217 | −9,48 | 721 | −12,83 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 3 066 287 | 9,34 | 128 385 | 5,38 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 80 894 | 3 451 | ||||||
| 2025-07-14 | 13F | Iams Wealth Management, Llc | 12 337 | −1,49 | 517 | −4,97 | ||||
| 2025-05-16 | 13F | Capital & Planning, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 7 696 | 322 | ||||||
| 2025-07-14 | 13F | Lighthouse Wealth Management Inc. | 13 057 | 547 | ||||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 261 823 | 40,84 | 10 963 | 37,82 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 76 809 | −2,06 | 3 216 | −5,58 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 651 832 | 8,53 | 27 292 | 4,61 | ||||
| 2025-08-12 | 13F | Bokf, Na | 1 200 | 50 | ||||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 124 971 | 4,00 | 5 233 | 0,25 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 95 532 | −20,30 | 4 000 | −23,18 | ||||
| 2025-05-15 | 13F | Aqr Capital Management Llc | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 669 | 28 | ||||||
| 2025-07-29 | 13F | Regions Financial Corp | 6 527 | −8,17 | 273 | −11,36 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 407 | −26,93 | 17 | −29,17 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 35 137 | 6,49 | 1 471 | 2,65 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 9 265 | 2,77 | 388 | −1,02 | ||||
| 2025-08-13 | 13F | Proactive Wealth Strategies LLC | 77 732 | 0,73 | 3 | 0,00 | ||||
| 2025-07-17 | 13F | Neumann Capital Management, LLC | 27 750 | 59,03 | 1 162 | 53,17 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 121 | 0,00 | 0 | −100,00 | ||||
| 2025-07-10 | 13F | Oldfather Financial Services, LLC | 8 636 | 0,00 | 362 | −3,73 | ||||
| 2025-08-04 | 13F | L.m. Kohn & Company | 6 275 | 0,00 | 263 | −3,68 | ||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 107 | 0,00 | 4 | 0,00 | ||||
| 2025-08-11 | 13F | Compass Capital Corp /ma/ /adv | 0 | −100,00 | 0 | |||||
| 2025-04-01 | 13F | Massmutual Trust Co Fsb/adv | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 38 485 | −77,36 | 1 611 | −78,18 | ||||
| 2025-07-30 | 13F | BlueChip Wealth Advisors LLC | 186 226 | 1,16 | 7 797 | −2,49 | ||||
| 2025-07-09 | 13F | Key Client Fiduciary Advisors, LLC | 180 856 | 0,71 | 7 572 | −2,94 | ||||
| 2025-08-05 | 13F | Prosperity Consulting Group, LLC | 124 626 | 10,95 | 5 218 | 6,95 | ||||
| 2025-08-06 | 13F | Eukles Asset Management | 150 | 6 | ||||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 37 305 | 19,47 | 1 562 | 15,12 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 107 232 | 79,91 | 4 490 | 73,39 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 6 481 | 10,65 | 271 | 6,69 | ||||
| 2025-07-15 | 13F | North Star Investment Management Corp. | 855 | 0,00 | 36 | −5,41 | ||||
| 2025-07-16 | 13F | Formidable Asset Management, LLC | 32 232 | 0,00 | 1 400 | 0,00 | ||||
| 2025-08-12 | 13F | PKS Advisory Services, LLC | 46 654 | −0,63 | 1 953 | −4,22 | ||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 564 | 24 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 7 839 026 | 4,86 | 328 220 | 1,07 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 1 452 | 61 | ||||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 31 720 | 1,19 | 1 328 | −2,42 | ||||
| 2025-04-30 | 13F | Axxcess Wealth Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 29 712 | −44,49 | 1 244 | −42,67 | ||||
| 2025-07-23 | 13F | Tcfg Wealth Management, Llc | 26 480 | −0,11 | 1 109 | −3,74 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 140 714 | 37,58 | 5 892 | 32,62 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 154 588 | 4,40 | 6 473 | 0,62 | ||||
| 2025-07-08 | 13F | Next Level Private LLC | 252 423 | 2,02 | 10 569 | −1,67 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 27 128 | 0,54 | 1 136 | −3,16 | ||||
| 2025-08-14 | 13F | Marshall Investment Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Mark Sheptoff Financial Planning, Llc | 350 | 0,00 | 15 | −6,67 | ||||
| 2025-07-18 | 13F | B.O.S.S. Retirement Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Clarus Group, Inc. | 8 579 | −0,83 | 359 | −4,27 | ||||
| 2025-07-15 | 13F | Santori & Peters, Inc. | 31 608 | 1,96 | 1 323 | −1,71 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 26 183 | 55,06 | 1 096 | 49,52 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 6 382 | 9,04 | 267 | 5,12 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 72 953 | −7,18 | 3 055 | −10,54 | ||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 148 794 | 7,00 | 6 230 | 3,15 | ||||
| 2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 12 666 | 159,66 | 530 | 151,18 | ||||
| 2025-08-05 | 13F | Claro Advisors LLC | 7 729 | 0,76 | 324 | −3,00 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 136 406 | 36,55 | 5 711 | 31,62 | ||||
| 2025-08-12 | 13F | Del-Sette Capital Management, LLC | 184 922 | 7 743 | ||||||
| 2025-07-15 | 13F | BCS Wealth Management | 5 267 | −2,23 | 0 | |||||
| 2025-07-21 | 13F | Triad Wealth Partners, LLC | 15 331 | −4,22 | 642 | −7,77 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 11 358 | −0,55 | 488 | 6,80 | ||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 3 290 | 1,14 | 138 | −2,84 | ||||
| 2025-08-08 | 13F | MTM Investment Management, LLC | 10 497 | 0,00 | 440 | −3,09 | ||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 10 919 | −7,92 | 457 | −11,26 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 89 795 | 23,66 | 3 760 | 19,18 | ||||
| 2025-07-24 | 13F | Columbia Advisory Partners Llc | 5 703 | 239 | ||||||
| 2025-07-30 | 13F | Sloy Dahl & Holst, LLC | 8 030 | 1,52 | 336 | −2,04 | ||||
| 2025-08-12 | 13F | Weaver Consulting Group | 11 580 | 0,00 | 485 | −3,78 | ||||
| 2025-07-14 | 13F | Southland Equity Partners LLC | 511 444 | 1,73 | 21 414 | −1,94 | ||||
| 2025-08-14 | 13F | Pinnacle Family Advisors, LLC | 6 829 | −67,66 | 286 | −68,92 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 42 589 | 14,06 | 2 | 0,00 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 1 330 | 56 | ||||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 520 211 | 0,38 | 21 781 | −3,25 | ||||
| 2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Entruity Wealth, LLC | 32 154 | 15,24 | 1 346 | 11,06 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 10 655 | −11,15 | 446 | −14,23 | ||||
| 2025-07-11 | 13F | Bell Bank | 7 922 | −46,65 | 332 | −48,60 | ||||
| 2025-08-11 | 13F | Advisor Resource Council | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | New Century Financial Group, LLC | 8 503 | 356 | ||||||
| 2025-07-15 | 13F | Bfsg, Llc | 31 | 0,00 | 1 | 0,00 | ||||
| 2025-08-12 | 13F | Coston, McIsaac & Partners | 36 | 0,00 | 0 | |||||
| 2025-05-09 | 13F | Rps Advisory Solutions Llc | 0 | −100,00 | 0 | |||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 68 | 3 | ||||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 17 700 | −84,60 | 741 | −85,15 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 191 086 | 9,70 | 8 001 | 5,74 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 442 836 | 3,41 | 18 542 | −0,33 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 5 994 | −59,51 | 250 | −61,12 | ||||
| 2025-05-15 | 13F | Tower Research Capital LLC (TRC) | 0 | −100,00 | 0 | |||||
| 2025-07-08 | 13F | Heartwood Wealth Advisors LLC | 6 246 | 0,00 | 262 | −3,69 | ||||
| 2025-08-07 | 13F | Addison Advisors LLC | 600 | 0,00 | 25 | −3,85 | ||||
| 2025-07-28 | 13F | Interchange Capital Partners, LLC | 14 | 346 | ||||||
| 2025-08-11 | 13F | TRUE Private Wealth Advisors | 761 386 | −10,13 | 31 879 | −13,38 | ||||
| 2025-08-12 | 13F | Wisconsin Wealth Advisors, LLC | 97 807 | 4,80 | 4 095 | 1,04 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 7 554 | 0,00 | 316 | −3,66 | ||||
| 2025-08-14 | 13F | Sequent Planning LLC | 0 | −100,00 | 0 | |||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 63 284 | −13,47 | 2 650 | −16,59 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 26 912 | 25,31 | 1 127 | 20,82 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 113 313 | 18,94 | 4 744 | 14,64 | ||||
| 2025-07-17 | 13F | Lee Johnson Capital Management, Llc | 8 181 | 343 | ||||||
| 2025-07-15 | 13F | Elevated Capital Advisors, LLC | 104 846 | 0,00 | 4 555 | 0,00 | ||||
| 2025-07-22 | 13F | Bank Hapoalim Bm | 348 000 | 0,00 | 15 | 0,00 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 150 432 | 7,34 | 6 | 0,00 | ||||
| 2025-07-22 | 13F | Ergawealth Advisors, Inc. | 39 000 | 15,30 | 1 633 | 11,10 | ||||
| 2025-08-13 | 13F | Alerus Financial Na | 900 | 38 | ||||||
| 2025-07-23 | 13F | Bellevue Asset Management, Llc | 4 097 | 0,02 | 172 | −3,39 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 85 001 | 24,89 | 3 559 | 20,37 | ||||
| 2025-08-05 | 13F | Tsfg, Llc | 2 433 | 0,54 | 0 | |||||
| 2025-07-15 | 13F | EWG Elevate Inc. | 147 694 | 6 184 | ||||||
| 2025-05-02 | 13F | Transcendent Capital Group LLC | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 162 183 | 1 875,43 | 6 791 | 1 807,30 | ||||
| 2025-07-15 | 13F | Hidden Cove Wealth Management, LLC | 44 955 | 1 882 | ||||||
| 2025-07-21 | 13F | AIFG Consultants Ltd. | 9 971 | −30,47 | 417 | −32,96 | ||||
| 2025-08-14 | 13F | Comerica Bank | 65 630 | 0,87 | 2 748 | −2,80 | ||||
| 2025-07-25 | 13F | Commonwealth Financial Services, LLC | 25 753 | −2,70 | 1 078 | −6,18 | ||||
| 2025-07-28 | 13F | Founders Grove Wealth Partners, Llc | 76 434 | −1,17 | 3 200 | −4,73 | ||||
| 2025-07-23 | 13F | Steel Peak Wealth Management LLC | 20 857 | 873 | ||||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 490 | 42,86 | 21 | 42,86 | ||||
| 2025-07-09 | 13F | Keystone Wealth Services, LLC | 15 918 | 1 663 | ||||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 30 473 | 4,45 | 1 276 | 0,63 | ||||
| 2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 74 742 | 0,00 | 3 129 | 3,99 | ||||
| 2025-07-09 | 13F | Triumph Capital Management | 47 799 | −16,92 | 2 001 | −19,93 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 141 681 | 1 316,81 | 5 932 | 1 266,82 | ||||
| 2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 1 452 | 0,00 | 61 | −4,76 | ||||
| 2025-08-11 | 13F | Semus Wealth Partners LLC | 7 325 | 5,26 | 307 | 1,32 | ||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 30 421 | −3,16 | 1 274 | −6,67 | ||||
| 2025-08-07 | 13F | HC Advisors, LLC | 380 189 | 0,38 | 15 919 | −3,25 | ||||
| 2025-07-11 | 13F | Bond & Devick Financial Network, Inc. | 5 511 | 0,00 | 231 | −3,77 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 6 000 | 0,00 | 251 | −3,46 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 73 133 | −3,03 | 3 177 | 4,61 | ||||
| 2025-07-30 | 13F/A | KPP Advisory Services LLC | 19 694 | 1,79 | 825 | −1,90 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 638 934 | 3,23 | 27 | 0,00 | ||||
| 2025-08-11 | 13F | GKV Capital Management Co., Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 5 802 | 243 | ||||||
| 2025-05-08 | 13F | Walled Lake Planning & Wealth Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 9 135 | 29,83 | 382 | 25,25 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 45 704 | −38,17 | 1 914 | −40,40 | ||||
| 2025-08-18 | 13F | Finward Bancorp | 22 517 | 0,00 | 943 | −3,68 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 29 296 | 49,72 | 1 227 | 44,24 | ||||
| 2025-05-16 | 13F | Legacy Wealth Managment, LLC/ID | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | GDS Wealth Management | 51 601 | −43,25 | 2 161 | −45,32 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 5 505 | 0,95 | 230 | −2,54 | ||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 6 276 | 17,51 | 0 | |||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 26 469 | 5,94 | 1 108 | 2,12 | ||||
| 2025-08-14 | 13F | Financial Advisors Network, Inc. | 6 683 | 0,00 | 280 | −3,79 | ||||
| 2025-08-11 | 13F | Mach-1 Financial Group, Inc. | 178 391 | 10,14 | 7 469 | 6,17 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 67 280 | 164,12 | 2 817 | 154,70 | ||||
| 2025-07-23 | 13F | Pillar Financial Advisors, LLC | 2 625 | 0,00 | 110 | −4,39 | ||||
| 2025-08-07 | 13F | Illumine Investment Management, LLC | 12 211 | 4,00 | 511 | 0,20 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 20 436 | −4,18 | 856 | −7,67 | ||||
| 2025-08-13 | 13F | Rockport Wealth LLC | 1 930 788 | −2,19 | 80 842 | −5,73 | ||||
| 2025-07-10 | 13F | Redhawk Wealth Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | NewSquare Capital LLC | 355 | 15 | ||||||
| 2025-08-12 | 13F | Barings Llc | 88 348 | 32,32 | 3 699 | 27,55 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 1 492 128 | 35,23 | 62 481 | 30,34 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 30 382 | −8,95 | 1 272 | −12,22 | ||||
| 2025-08-08 | 13F | SageOak Financial, LLC | 5 344 | −49,08 | 224 | −50,99 | ||||
| 2025-04-25 | 13F | Colonial River Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Compass Financial Services Inc | 111 721 | 10,92 | 4 678 | 6,90 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | FLP Wealth Management, LLC | 8 775 | 381 | ||||||
| 2025-08-08 | 13F | 1776 Wealth LLC | 13 730 | 0,26 | 575 | −3,37 | ||||
| 2025-07-15 | 13F | Retireful, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 21 846 | −6,88 | 915 | −10,30 | ||||
| 2025-08-08 | 13F | Fortis Group Advisors, LLC | 78 139 | −52,62 | 3 302 | −53,90 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 54 142 | 10,48 | 2 313 | 9,36 | ||||
| 2025-08-06 | 13F | Paladin Advisory Group, LLC | 668 | 0,00 | 28 | −6,90 | ||||
| 2025-04-21 | 13F | Ronald Blue Trust, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 1 764 | −24,19 | 74 | −27,72 | ||||
| 2025-07-17 | 13F | Wolff Wiese Magana Llc | 1 135 | 0,00 | 48 | −4,08 | ||||
| 2025-07-30 | 13F | WESPAC Advisors SoCal, LLC | 7 550 | 0,00 | 316 | −3,36 | ||||
| 2025-08-04 | 13F | Merkkuri Wealth Advisors LLC | 11 432 | −5,65 | 479 | −9,13 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 1 733 258 | 12,15 | 72 572 | 8,10 | ||||
| 2025-08-15 | 13F | Fsb Premier Wealth Management, Inc. | 32 712 | 0,07 | 1 370 | −3,52 | ||||
| 2025-07-29 | 13F | Horst & Graben Wealth Management LLC | 5 554 | 0,63 | 233 | −2,93 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 9 969 | −47,99 | 417 | −49,88 | ||||
| 2025-05-09 | 13F | Pathway Financial Advisers, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 8 456 | 1,08 | 354 | −2,48 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 33 716 | 20,63 | 1 425 | 17,30 | ||||
| 2025-08-13 | 13F | Luminist Capital LLC | 1 481 | 0,00 | 63 | 0,00 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 104 582 | 22,10 | 4 379 | 17,69 | ||||
| 2025-08-08 | 13F | Intrua Financial, LLC | 18 484 | 4,97 | 774 | 1,18 | ||||
| 2025-08-11 | 13F | Tidemark, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 10 441 | −8,96 | 420 | −15,66 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 20 129 | −7,58 | 843 | −10,99 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 85 167 | 20,76 | 3 566 | 16,39 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 17 757 | 8,01 | 743 | 12,41 | ||||
| 2025-07-30 | 13F | Whittier Trust Co | 2 000 | 0,00 | 84 | −3,49 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 2 314 412 | 16,28 | 96 905 | 12,08 | ||||
| 2025-08-14 | 13F | Connecticut Wealth Management, LLC | 17 000 | 0,00 | 712 | −3,66 | ||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 22 695 | 970 | ||||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 45 611 | 7,92 | 1 910 | 4,03 | ||||
| 2025-08-11 | 13F | Capital Square, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Maridea Wealth Management LLC | 12 510 | 524 | ||||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 26 540 | 8,67 | 1 111 | 4,81 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 61 615 | 952,17 | 2 580 | 915,35 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 5 512 | 0,47 | 231 | −3,36 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 32 151 | 1,76 | 1 346 | −1,90 | ||||
| 2025-07-18 | 13F | Wetzel Investment Advisors, Inc. | 64 928 | −37,41 | 2 719 | −39,68 | ||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 5 904 | −15,44 | 247 | −18,48 | ||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 119 402 | 16,70 | 4 999 | 12,49 | ||||
| 2025-08-14 | 13F | LWM Advisory Services, LLC | 29 483 | −46,34 | 1 234 | −48,28 | ||||
| 2025-08-14 | 13F | Sargent Investment Group, LLC | 61 182 | 0,31 | 2 581 | −2,57 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 16 165 | −5,36 | 677 | −8,89 | ||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 275 | 0,00 | 12 | 0,00 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 390 927 | 26,56 | 16 368 | 21,99 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 69 | 0,00 | 0 | |||||
| 2025-08-05 | 13F | Lord & Richards Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | RFG - Bristol Wealth Advisors, LLC | 57 277 | 72,42 | 2 398 | 66,18 | ||||
| 2025-07-23 | 13F | Vontobel Holding Ltd. | 18 348 | 36,51 | 768 | 31,73 | ||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 5 225 | 0,23 | 219 | −3,54 | ||||
| 2025-08-14 | 13F | Graney & King, LLC | 714 | 1,13 | 30 | −3,33 | ||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 732 | −77,68 | 31 | −78,87 | ||||
| 2025-07-07 | 13F | Teamwork Financial Advisors, LLC | 48 843 | 2,32 | 2 045 | −1,40 | ||||
| 2025-08-11 | 13F | Brass Tax Wealth Management, Inc | 5 667 | 237 | ||||||
| 2025-07-31 | 13F | Turning Point Benefit Group, Inc. | 21 474 | 43,28 | 899 | 53,94 | ||||
| 2025-08-01 | 13F | PCA Investment Advisory Services Inc. | 11 186 | 0,24 | 468 | −3,31 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 80 027 | 56,53 | 3 351 | 50,90 | ||||
| 2025-07-23 | 13F | First Merchants Corp | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 198 977 | 2,17 | 8 331 | −1,52 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 99 505 | 0,58 | 4 166 | −3,05 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 20 340 | 18,63 | 1 | |||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 2 565 | 0,00 | 107 | −3,60 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 1 018 254 | −0,66 | 43 | −4,55 | ||||
| 2025-07-16 | 13F | Swisher Financial Concepts, Inc. | 6 763 | −2,45 | 283 | −5,98 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 13 159 | 0,63 | 551 | −3,17 | ||||
| 2025-08-27 | NP | XCOR - FundX ETF | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-12 | 13F | Guerra Advisors Inc | 196 393 | 76,65 | 8 223 | 70,26 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 10 618 | −24,10 | 445 | −26,85 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 235 729 | −75,85 | 9 870 | −76,72 | ||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0 | −100,00 | 0 | |||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 31 606 | 4,52 | 1 | 0,00 | ||||
| 2025-07-16 | 13F | Diversified Enterprises, LLC | 25 705 | −3,27 | 1 076 | −6,76 | ||||
| 2025-08-14 | 13F | UBS Group AG | 2 376 048 | 1,27 | 99 485 | −2,39 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 44 051 | 7,19 | 1 844 | 3,31 | ||||
| 2025-07-17 | 13F | Genesis Private Wealth, Llc | 107 504 | 2,42 | 4 501 | −1,27 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 374 677 | 6,79 | 15 688 | 2,93 | ||||
| 2025-08-11 | 13F | One Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Transce3nd, LLC | 103 | −78,45 | 4 | −80,00 | ||||
| 2025-07-21 | 13F | Hilltop National Bank | 179 | 0,00 | 7 | 0,00 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 6 907 | 0,70 | 289 | −2,69 | ||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | WMG Financial Advisors, LLC | 12 563 | 0,00 | 526 | −3,49 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 26 839 | −15,75 | 1 124 | −18,80 | ||||
| 2025-07-29 | 13F | Crux Wealth Advisors | 6 846 | 1,09 | 287 | −2,72 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 4 973 | −87,89 | 208 | −88,33 | ||||
| 2025-07-17 | 13F | XML Financial, LLC | 10 362 | −0,19 | 434 | −3,78 | ||||
| 2025-07-21 | 13F | Crews Bank & Trust | 3 550 | 0,00 | 149 | −3,90 | ||||
| 2025-08-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 36 915 | 1,26 | 2 | 0,00 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 56 782 | 19,77 | 2 377 | 15,44 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 10 879 | −3,93 | 455 | −7,33 | ||||
| 2025-07-23 | 13F | Morey & Quinn Wealth Partners, LLC | 13 365 | −6,21 | 560 | −9,69 | ||||
| 2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 10 879 | 455 | ||||||
| 2025-05-28 | NP | MFUL - Mindful Conservative ETF | 80 980 | −30,27 | 3 518 | −27,80 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 7 455 | 0,00 | 0 | |||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 710 656 | 38,38 | 29 698 | 35,14 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 4 226 227 | 10,79 | 176 952 | 6,79 | ||||
| 2025-07-23 | 13F | Laraway Financial Inc | 5 351 | 0,13 | 224 | −3,45 | ||||
| 2025-07-18 | 13F | Institute for Wealth Management, LLC. | 6 507 | 0,00 | 272 | −3,55 | ||||
| 2025-08-08 | 13F | Tanglewood Legacy Advisors, LLC | 1 085 | 0,00 | 45 | −4,26 | ||||
| 2025-08-13 | 13F | Virtue Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 22 753 | 953 | ||||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 475 760 | 8,87 | 19 920 | 4,93 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-24 | 13F | Blair William & Co/il | 7 254 | 28,69 | 304 | 24,18 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 1 779 | −1,66 | 74 | −5,13 | ||||
| 2025-05-09 | 13F | GeoWealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-07 | 13F | Investors Research Corp | 121 570 | 9,01 | 5 090 | 5,08 | ||||
| 2025-07-31 | 13F | FSM Wealth Advisors, LLC | 125 380 | 5 361 | ||||||
| 2025-07-17 | 13F | Mattern Wealth Management LLC | 8 449 | −7,75 | 354 | −11,08 | ||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 26 438 | 1 107 | ||||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 10 164 | 83,90 | 426 | 77,08 | ||||
| 2025-08-06 | 13F | ROI Financial Advisors, LLC | 73 028 | 0,97 | 3 058 | −2,67 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 160 497 | −18,17 | 6 727 | −21,04 | ||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 197 713 | 13,14 | 8 278 | 9,05 | ||||
| 2025-07-29 | 13F | Elevation Capital Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 125 343 | −30,10 | 5 248 | −32,63 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 18 598 | 78,52 | 779 | 72,12 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 29 859 | −15,60 | 1 250 | −18,62 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 26 824 | 89,46 | 1 123 | 82,60 | ||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 21 363 | −0,95 | 894 | −4,49 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 89 201 | 4,15 | 4 | 0,00 | ||||
| 2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 86 059 | 4,06 | 4 | 0,00 | ||||
| 2025-08-12 | 13F | Spectrum Wealth Advisory Group, LLC | 35 766 | −2,74 | 1 498 | −6,26 | ||||
| 2025-08-14 | 13F | Mission Creek Capital Partners, Inc. | 40 480 | 0,29 | 1 695 | −3,37 | ||||
| 2025-07-08 | 13F | Goldstone Financial Group, LLC | 221 279 | 34,12 | 9 559 | 33,38 | ||||
| 2025-08-07 | 13F | BOK Financial Private Wealth, Inc. | 6 055 | 0,00 | 254 | −3,80 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 15 598 | −12,42 | 653 | −15,52 | ||||
| 2025-07-23 | 13F | Equitable Trust Co | 7 005 | 0,00 | 293 | −3,62 | ||||
| 2025-07-31 | 13F | Hobart Private Capital, LLC | 247 126 | 22,20 | 10 347 | 17,79 | ||||
| 2025-08-04 | 13F | Linscomb & Williams, Inc. | 20 540 | 0,00 | 860 | −3,59 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 82 255 | 0,75 | 3 444 | −2,88 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 146 593 | 17,49 | 6 333 | 16,85 | ||||
| 2025-08-01 | NP | APSHX - Pinnacle Sherman Multi-Strategy Core Fund Class A | 5 980 | −70,38 | 250 | −71,49 | ||||
| 2025-08-07 | 13F | PCG Wealth Advisors, LLC | 84 212 | 1,56 | 3 526 | −2,11 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 52 514 | 2,38 | 2 199 | −1,35 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 15 264 | −94,42 | 639 | −94,63 | ||||
| 2025-07-01 | 13F | Burkett Financial Services, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Quad-Cities Investment Group, LLC | 46 029 | −2,42 | 1 927 | −5,95 | ||||
| 2025-05-14 | 13F | Oarsman Capital, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 1 300 | 0,00 | 54 | −3,57 | ||||
| 2025-07-09 | 13F | Beacon Financial Group | 501 128 | −2,73 | 20 982 | −6,24 | ||||
| 2025-07-29 | 13F | United Bank | 7 774 | −8,96 | 325 | −12,16 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 43 046 | 249,31 | 1 802 | 236,82 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 59 788 | 5,84 | 2 503 | 2,04 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 72 196 | 104,86 | 3 023 | 98,69 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 0 | |||||||
| 2025-08-04 | 13F | Assetmark, Inc | 8 424 | 103,82 | 353 | 96,65 | ||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 5 766 | −48,82 | 241 | −50,72 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 5 238 | −91,02 | 219 | −91,35 | ||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 10 095 | −2,68 | 0 | |||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 3 911 177 | 17,77 | 163 766 | 13,52 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 39 409 | −0,75 | 1 650 | −4,29 | ||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 13 604 | 48,87 | 570 | 43,69 | ||||
| 2025-07-16 | 13F | Old Port Advisors | 5 144 | −16,97 | 215 | −20,07 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 68 | 0,00 | 3 | 0,00 | ||||
| 2025-07-31 | 13F | Leelyn Smith, LLC | 154 407 | 1,84 | 6 465 | −1,84 | ||||
| 2025-07-23 | 13F | Wise Wealth Partners | 5 267 | 0,00 | 221 | −3,51 | ||||
| 2025-08-05 | 13F | HFG Advisors, Inc. | 122 420 | 1,92 | 5 126 | −1,76 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 66 736 | 45,84 | 2 794 | 40,61 | ||||
| 2025-08-05 | 13F | Flynn Zito Capital Management, Llc | 28 695 | 1,09 | 1 201 | −2,60 | ||||
| 2025-07-29 | 13F | Altus Wealth Group LLC | 26 817 | 0,31 | 1 123 | −3,36 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 11 908 | −7,02 | 499 | −10,43 | ||||
| 2025-07-23 | 13F | Venturi Wealth Management, LLC | 5 605 | 0,00 | 235 | −3,70 | ||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 28 238 | −6,95 | 1 182 | −10,32 | ||||
| 2025-07-28 | 13F | WJ Wealth Management, LLC | 185 569 | −31,98 | 7 770 | −34,44 | ||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 23 345 | 247,09 | 977 | 234,59 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 87 697 | −8,21 | 3 672 | −11,54 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 6 399 | 27,72 | 268 | 23,04 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 291 373 | 1,82 | 12 211 | −1,86 | ||||
| 2025-08-04 | 13F | Twin City Private Wealth, Llc | 6 136 | 0,61 | 257 | −3,03 | ||||
| 2025-07-07 | 13F | RDA Financial Network | 7 726 | −2,25 | 324 | −5,83 | ||||
| 2025-07-17 | 13F | Archford Capital Strategies, LLC | 28 355 | 75,08 | 1 187 | 68,85 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 10 643 | 0,00 | 446 | −3,68 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 2 560 | 0,00 | 0 | |||||
| 2025-07-16 | 13F | Signaturefd, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Holistic Planning, LLC | 7 826 | −1,77 | 328 | −5,49 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 2 515 726 | 6,17 | 105 333 | 2,33 | ||||
| 2025-07-18 | 13F | QTR Family Wealth, LLC | 14 277 | −4,48 | 598 | −8,01 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 29 074 | −75,42 | 1 217 | −75,95 | ||||
| 2025-07-29 | 13F | Manchester Financial Inc | 270 639 | 14,61 | 11 332 | 10,47 | ||||
| 2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 49 292 | −2,95 | 2 021 | −3,30 | ||||
| 2025-07-16 | 13F | Independent Wealth Network Inc. | 4 927 | 206 | ||||||
| 2025-05-14 | 13F | Zacks Investment Management | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Synovus Financial Corp | 11 938 | 2,83 | 500 | −0,99 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 39 345 | 10,14 | 1 647 | 14,53 | ||||
| 2025-07-09 | 13F | VisionPoint Advisory Group, LLC | 41 999 | 1 758 | ||||||
| 2025-08-08 | 13F | Collaborative Wealth Managment Inc. | 54 652 | −5,15 | 2 288 | −8,55 | ||||
| 2025-08-14 | 13F | Garden State Investment Advisory Services LLC | 9 843 | 412 | ||||||
| 2025-05-14 | 13F | Summit Financial Wealth Advisors, LLC | 221 641 | −0,39 | 9 628 | 4,08 | ||||
| 2025-07-23 | 13F | Gentry Private Wealth, Llc | 7 399 | 310 | ||||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 10 352 | 433 | ||||||
| 2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-04 | 13F | Waterfront Wealth Inc. | 6 695 | −3,46 | 280 | −6,98 | ||||
| 2025-08-05 | 13F | Atlas Private Wealth Advisors | 42 952 | 1 798 | ||||||
| 2025-08-25 | 13F | Hilltop Partners LLC | 6 101 | 255 | ||||||
| 2025-08-12 | 13F | MAI Capital Management | 1 947 | 0,00 | 82 | −3,57 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 1 228 650 | 131,39 | 51 444 | 123,03 | ||||
| 2025-08-26 | 13F | Claris Financial LLC | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | PFG Investments, LLC | 48 429 | 0,27 | 2 028 | −3,38 | ||||
| 2025-07-23 | 13F | Bennett Associates Wealth Management | 125 234 | 31,19 | 5 244 | 26,46 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 115 152 | −2,06 | 4 821 | −5,60 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 48 038 | −0,12 | 2 011 | −3,73 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 205 064 | 15,59 | 8 591 | 11,43 |
Other Listings
| MX:FDL |
