Grundläggande statistik
| Institutionella ägare | 209 total, 209 long only, 0 short only, 0 long/short - change of 2,44% MRQ |
| Genomsnittlig portföljallokering | 0.1570 % - change of −10,73% MRQ |
| Institutionella aktier (lång) | 7 151 294 (ex 13D/G) - change of −0,38MM shares −5,00% MRQ |
| Institutionellt värde (lång) | $ 680 956 USD ($1000) |
Institutionellt ägande och aktieägare
First Trust Exchange-Traded AlphaDEX Fund - First Trust Large Cap Core AlphaDEX Fund (US:FEX) har 209 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 7,151,294 aktier. Största aktieägare inkluderar Morgan Stanley, LPL Financial LLC, Janney Montgomery Scott LLC, Wells Fargo & Company/mn, Raymond James Financial Inc, Advisor Group Holdings, Inc., Bank Of America Corp /de/, Commonwealth Equity Services, Llc, UBS Group AG, and HBK Sorce Advisory LLC .
First Trust Exchange-Traded AlphaDEX Fund - First Trust Large Cap Core AlphaDEX Fund (NasdaqGM:FEX) 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 12, 2025 is 116,24 / share. Previously, on September 13, 2024, the share price was 101,39 / share. This represents an increase of 14,65% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 23 783 | −5,13 | 2 615 | 1,83 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 3 026 | 0,23 | 333 | 7,44 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 216 333 | 0,86 | 24 | 9,52 | ||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 185 300 | 0,76 | 20 376 | 8,14 | ||||
| 2025-07-01 | 13F | Park National Corp /oh/ | 8 955 | −1,97 | 985 | 5,24 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 9 746 | −2,97 | 1 072 | 4,08 | ||||
| 2025-05-02 | 13F | Sigma Planning Corp | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 0 | −100,00 | 0 | |||||
| 2025-04-22 | 13F | LVZ Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Secure Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 3 125 | 0,00 | 344 | 7,19 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 3 141 | 345 | ||||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 70 | 7 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 523 437 | 1,41 | 58 | 9,62 | ||||
| 2025-07-23 | 13F | RiverTree Advisors, LLC | 14 639 | 1 610 | ||||||
| 2025-08-11 | 13F | Citigroup Inc | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 246 | −54,70 | 27 | −50,91 | ||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 65 | 0,00 | 7 | 16,67 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 11 085 | −7,28 | 1 | 0,00 | ||||
| 2025-07-09 | 13F | Keystone Wealth Services, LLC | 22 101 | −0,25 | 2 430 | 7,05 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 1 578 | 0,00 | 174 | 5,49 | ||||
| 2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 129 | 14 | ||||||
| 2025-08-25 | 13F/A | Neuberger Berman Group LLC | 2 100 | 0,00 | 231 | 6,98 | ||||
| 2025-07-09 | 13F | Triumph Capital Management | 82 967 | 0,55 | 9 123 | 7,91 | ||||
| 2025-07-30 | 13F/A | KPP Advisory Services LLC | 30 992 | 7,18 | 3 408 | 15,02 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 2 049 | 0,00 | 225 | 7,66 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 15 940 | 1 753 | ||||||
| 2025-05-09 | 13F | GeoWealth Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 7 241 | 0,18 | 796 | 7,57 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 13 181 | −3,56 | 1 449 | 3,50 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 100 | 11 | ||||||
| 2025-08-12 | 13F/A | Cozad Asset Management Inc | 7 571 | 0,00 | 833 | 7,35 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 3 895 | −1,17 | 428 | 6,20 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 4 304 | 0,05 | 473 | 7,50 | ||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 4 845 | −1,26 | 533 | 5,98 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 5 119 | 0,31 | 563 | 7,66 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 3 784 | −0,42 | 416 | 6,94 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 4 571 | −21,89 | 503 | −16,19 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 2 436 | −3,94 | 268 | 3,09 | ||||
| 2025-05-15 | 13F | Talon Private Wealth, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 66 631 | −3,23 | 7 327 | 3,86 | ||||
| 2025-07-23 | 13F | Ignite Planners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Bordeaux Wealth Advisors LLC | 3 560 | 0,00 | 391 | 7,42 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 17 822 | 0,21 | 1 960 | 7,52 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 1 089 | −58,61 | 120 | −55,76 | ||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 4 870 | 0,00 | 536 | 7,43 | ||||
| 2025-08-08 | 13F | Compass Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 404 | 0,00 | 44 | 4,76 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 227 585 | 3,60 | 25 029 | 11,17 | ||||
| 2025-08-07 | 13F | Rathbone Brothers plc | 2 476 | −7,06 | 272 | 0,00 | ||||
| 2025-07-29 | 13F | AssuredPartners Investment Advisors, LLC | 18 922 | −88,52 | 2 081 | −87,68 | ||||
| 2025-04-18 | 13F | Insigneo Advisory Services, Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Comerica Bank | 12 842 | −0,55 | 1 412 | 6,73 | ||||
| 2025-07-17 | 13F | Sterling Investment Advisors, Ltd. | 6 649 | 0,23 | 731 | 7,66 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 985 530 | 1,27 | 108 369 | 8,69 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 15 917 | −0,67 | 1 750 | 6,64 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 3 419 | 0,00 | 376 | 7,14 | ||||
| 2025-07-28 | 13F | ForthRight Wealth Management, LLC | 2 853 | −8,06 | 314 | −1,26 | ||||
| 2025-08-14 | 13F | Sand Hill Global Advisors, LLC | 2 450 | −2,23 | 269 | 5,08 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 6 179 | 16,58 | 691 | 27,07 | ||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 6 101 | 0,00 | 1 | |||||
| 2025-08-26 | NP | FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Dorsey Wright Tactical Core Portfolio Class I This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 48 402 | −2,06 | 5 322 | 5,12 | ||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 475 | 52 | ||||||
| 2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-06 | 13F | USAdvisors Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 17 225 | 7,05 | 1 894 | 14,93 | ||||
| 2025-08-14 | 13F | Potentia Wealth | 12 070 | −21,08 | 1 327 | −15,26 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Summit Financial, LLC | 13 056 | 2,78 | 1 436 | 10,30 | ||||
| 2025-07-23 | 13F | Element Wealth, LLC | 3 601 | 0,00 | 396 | 7,34 | ||||
| 2025-08-13 | 13F | IAG Wealth Partners, LLC | 1 987 | 0,00 | 218 | 7,39 | ||||
| 2025-08-14 | 13F | Transamerica Financial Advisors, Inc. | 11 603 | −4,48 | 1 276 | 127 400,00 | ||||
| 2025-04-29 | 13F | Hm Payson & Co | 2 137 | 0,00 | 219 | −1,80 | ||||
| 2025-07-18 | 13F | Wetzel Investment Advisors, Inc. | 9 861 | −22,71 | 1 084 | −17,06 | ||||
| 2025-08-14 | 13F | Fmr Llc | 8 430 | 35,31 | 927 | 45,30 | ||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 5 154 | 0,00 | 567 | 7,20 | ||||
| 2025-07-30 | 13F | Insight Advisors, LLC/ PA | 2 289 | 0,18 | 252 | 7,26 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 5 110 | 0,04 | 562 | 7,27 | ||||
| 2025-08-14 | 13F | Sargent Investment Group, LLC | 4 165 | 0,00 | 466 | 9,15 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 56 049 | −1,34 | 6 163 | 5,88 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 2 039 | 0,00 | 224 | 7,69 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 17 540 | 0,00 | 1 929 | 7,29 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 3 058 | −9,93 | 336 | −3,17 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 11 006 | 0,00 | 1 210 | 7,36 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 16 173 | 4,87 | 1 778 | 12,53 | ||||
| 2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 306 | 0 | ||||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 2 959 | −0,03 | 325 | 7,26 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 6 284 | 27,49 | 691 | 37,10 | ||||
| 2025-08-14 | 13F | Icon Wealth Advisors, LLC | 3 600 | 0,00 | 396 | 7,34 | ||||
| 2025-07-25 | 13F | Apollon Financial, LLC | 4 006 | −4,16 | 441 | 2,80 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 4 249 | 0,05 | 467 | 7,36 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 88 525 | −65,90 | 10 | −65,38 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 26 149 | −1,88 | 2 875 | 5,31 | ||||
| 2025-07-15 | 13F | Farrell Financial LLC | 8 680 | 0,24 | 954 | 7,55 | ||||
| 2025-07-21 | 13F | Mattern Capital Management, Llc | 3 032 | 0,00 | 333 | 7,42 | ||||
| 2025-07-21 | 13F | Fortis Capital Advisors, LLC | 4 000 | 0,00 | 440 | 7,33 | ||||
| 2025-03-25 | 13F | Arrow Investment Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Wedmont Private Capital | 11 679 | 0,00 | 1 303 | 16,56 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1 708 | −70,33 | 188 | −68,57 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 3 827 | −54,27 | 421 | −50,99 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 1 164 312 | −1,62 | 128 028 | 5,58 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 7 831 | 0,03 | 861 | 7,36 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 3 869 | 2,17 | 425 | 12,73 | ||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 275 | 0,36 | 0 | |||||
| 2025-08-14 | 13F | Stifel Financial Corp | 13 346 | −25,12 | 1 468 | −19,66 | ||||
| 2025-08-01 | 13F | Winebrenner Capital Management Llc | 2 166 | 238 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 17 917 | 4,28 | 1 970 | 11,93 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 2 969 | 3,23 | 0 | |||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 62 763 | −1,06 | 6 902 | 6,19 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 9 839 | −3,02 | 1 082 | 4,04 | ||||
| 2025-07-28 | 13F | Triton Wealth Management, PLLC | 3 259 | 0,28 | 367 | 4,26 | ||||
| 2025-07-11 | 13F | Annex Advisory Services, LLC | 3 900 | 0,00 | 429 | 7,27 | ||||
| 2025-07-23 | 13F | Indiana Trust & Investment Management CO | 490 | −10,91 | 54 | −5,36 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 10 217 | −4,06 | 1 123 | 2,93 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 2 015 | 222 | ||||||
| 2025-08-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 2 250 | 0,00 | 247 | 7,39 | ||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 2 669 | 0,00 | 293 | 7,33 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 19 | 2 | ||||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 3 330 | 0,00 | 366 | 7,33 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 2 039 | 0,00 | 224 | 7,69 | ||||
| 2025-07-24 | 13F | Bernard Wealth Management Corp. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Stephens Consulting, LLC | 461 | 0,22 | 51 | 6,38 | ||||
| 2025-09-11 | 13F | Milestones Private Investment Advisors LLC | 2 033 | 224 | ||||||
| 2025-08-11 | 13F | Hopwood Financial Services, Inc. | 225 | 0,00 | 25 | 4,35 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 12 617 | 27,62 | 1 387 | 37,06 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 14 180 | −2,83 | 1 559 | 4,28 | ||||
| 2025-04-22 | 13F | World Equity Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Sebold Capital Management, Inc. | 5 497 | 13,18 | 604 | 21,53 | ||||
| 2025-08-08 | 13F | Creative Planning | 15 137 | −40,59 | 1 664 | −36,25 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 9 967 | −1,48 | 1 096 | 5,69 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 52 546 | 138,90 | 5 778 | 158,25 | ||||
| 2025-07-23 | 13F | Morey & Quinn Wealth Partners, LLC | 12 121 | 0,00 | 1 333 | 7,33 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 2 642 | 0,11 | 290 | 7,41 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 55 784 | −0,61 | 6 303 | 10,71 | ||||
| 2025-08-05 | 13F | EPG Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 10 933 | 0,00 | 1 | 0,00 | ||||
| 2025-08-13 | 13F | Colonial Trust Advisors | 670 | 0,00 | 74 | 7,35 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 73 603 | −3,33 | 8 093 | 3,76 | ||||
| 2025-08-08 | 13F | Tanglewood Legacy Advisors, LLC | 2 597 | −2,73 | 286 | 4,40 | ||||
| 2025-08-14 | 13F | Archetype Wealth Partners | 6 188 | −3,52 | 1 | |||||
| 2025-05-13 | 13F | Quadrant Capital Group Llc | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-12 | 13F | Clearwater Capital Advisors, LLC | 3 301 | 0,00 | 363 | 7,10 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 29 527 | 3 247 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 109 398 | 24,27 | 12 029 | 33,37 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 505 | −88,98 | 56 | −88,27 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 2 641 | −66,23 | 290 | −63,80 | ||||
| 2025-07-14 | 13F | ABLE Financial Group, LLC | 2 237 | −4,16 | 246 | 2,51 | ||||
| 2025-08-05 | 13F | Prosperity Consulting Group, LLC | 10 637 | 0,93 | 1 170 | 8,34 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 5 772 | −1,23 | 635 | 6,01 | ||||
| 2025-08-06 | 13F | Eukles Asset Management | 2 631 | 0,00 | 289 | 7,43 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 28 913 | −42,96 | 3 179 | −38,78 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 180 | 0,00 | 20 | 5,56 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 3 231 | −2,03 | 355 | 5,34 | ||||
| 2025-08-05 | 13F | GHP Investment Advisors, Inc. | 376 | −40,32 | 41 | −35,94 | ||||
| 2025-08-13 | 13F | RPg Family Wealth Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | PKS Advisory Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Truist Financial Corp | 165 332 | 1,76 | 18 180 | 9,20 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 7 191 | 11,04 | 784 | 19,15 | ||||
| 2025-08-14 | 13F | UBS Group AG | 197 167 | −8,21 | 21 680 | −1,49 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 4 611 | −55,00 | 507 | −51,76 | ||||
| 2025-08-14 | 13F | Hurley Capital, LLC | 325 | 0,00 | 36 | 6,06 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 2 844 | 0,00 | 313 | 7,22 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 10 919 | 64,59 | 1 201 | 76,73 | ||||
| 2025-07-17 | 13F | Venture Visionary Partners LLC | 4 574 | 0,00 | 503 | 7,26 | ||||
| 2025-08-18 | 13F | Hershey Financial Advisers, LLC | 14 167 | 1 558 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 158 631 | 21,49 | 17 444 | 30,39 | ||||
| 2025-05-15 | 13F | Mercer Global Advisors Inc /adv | 0 | −100,00 | 0 | |||||
| 2025-05-28 | 13F | Intrua Financial, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 2 301 | 0,00 | 257 | 8,94 | ||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 1 457 | −38,11 | 149 | −39,18 | ||||
| 2025-08-13 | 13F | Millstone Evans Group, LLC | 411 | 0,00 | 45 | 7,14 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 3 323 | −1,48 | 365 | 5,80 | ||||
| 2025-07-23 | 13F | Tcfg Wealth Management, Llc | 21 738 | −0,27 | 2 390 | 7,03 | ||||
| 2025-08-12 | 13F | Richmond Investment Services, LLC | 7 440 | 81,86 | 818 | 95,23 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 279 205 | −5,85 | 30 701 | 1,04 | ||||
| 2025-08-13 | 13F/A | StoneX Group Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-30 | 13F | BlueChip Wealth Advisors LLC | 2 109 | 0,00 | 232 | 6,94 | ||||
| 2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 5 273 | −0,21 | 580 | 7,02 | ||||
| 2025-07-10 | 13F | Three Seasons Wealth, LLC | 2 587 | 0,00 | 284 | 7,17 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 507 035 | −5,02 | 55 754 | 1,93 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 1 883 | 207 | ||||||
| 2025-05-13 | 13F | Elevation Capital Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Apeiron RIA LLC | 2 842 | 0,00 | 313 | 7,22 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 1 738 | 0,00 | 191 | 7,30 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 48 613 | −2,07 | 5 345 | 5,09 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 123 | 0,00 | 14 | 8,33 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 2 024 | −3,11 | 223 | 3,74 | ||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 2 353 | −2,69 | 259 | 4,45 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 67 531 | 5,84 | 7 426 | 13,58 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 5 902 | −0,07 | 649 | 7,11 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 93 986 | 2,22 | 10 335 | 9,70 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 3 922 | 431 | ||||||
| 2025-08-05 | 13F | HFG Advisors, Inc. | 4 799 | −11,52 | 528 | −5,05 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 51 239 | 57,84 | 6 | 66,67 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 11 253 | 1,03 | 1 237 | 8,41 | ||||
| 2025-07-15 | 13F | Financial Partners Group, Inc | 2 784 | 0,11 | 306 | 7,75 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 150 | 0,00 | 15 | 0,00 | ||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 4 035 | 0,10 | 444 | 7,26 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 300 | 0,00 | 33 | 6,67 | ||||
| 2025-07-07 | 13F | RDA Financial Network | 3 729 | −18,92 | 410 | −12,95 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 3 458 | 0,12 | 380 | 7,65 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 22 311 | −2,17 | 2 453 | 5,01 | ||||
| 2025-07-31 | 13F | Brinker Capital Investments, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 135 | 0,00 | 15 | 7,69 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 2 735 | 0,15 | 301 | 7,53 | ||||
| 2025-07-17 | 13F | Camelot Portfolios, LLC | 3 545 | −0,62 | 390 | 6,58 | ||||
| 2025-07-28 | 13F | Rik Saylor Financial, Inc. | 9 456 | −0,73 | 1 040 | 6,45 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 103 364 | −3,47 | 11 366 | 3,59 | ||||
| 2025-08-11 | 13F | HHM Wealth Advisors, LLC | 2 000 | 0,00 | 220 | 7,35 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 1 984 | 0 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Assetmark, Inc | 1 301 | −9,78 | 143 | −2,72 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 2 286 | 15,11 | 251 | 23,65 | ||||
| 2025-08-13 | 13F | Proactive Wealth Strategies LLC | 4 117 | 0,24 | 0 | |||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 138 979 | −3,48 | 15 282 | 4,35 | ||||
| 2025-07-11 | 13F | Kaydan Wealth Management, Inc. | 11 080 | −0,57 | 1 218 | 6,75 | ||||
| 2025-08-11 | 13F | Tidemark, LLC | 3 014 | −4,07 | 331 | 3,12 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 3 138 | 0,00 | 345 | 7,48 | ||||
| 2025-08-12 | 13F | Virtu Financial LLC | 23 660 | 3 | ||||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 3 477 | −9,99 | 382 | −3,29 | ||||
| 2025-07-16 | 13F | Independent Wealth Network Inc. | 5 741 | 1,09 | 631 | 8,61 | ||||
| 2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 15 871 | −50,80 | 1 731 | −46,59 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 226 970 | 4,88 | 24 958 | 12,56 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 135 | −14,56 | 15 | −12,50 | ||||
| 2025-07-10 | 13F | Kozak & Associates, Inc. | 112 | 0,00 | 13 | 20,00 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 8 689 | −5,83 | 1 | |||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 40 202 | 0,43 | 4 421 | 7,78 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 4 275 | −1,95 | 0 | |||||
| 2025-08-05 | 13F | Huntington National Bank | 383 | 6,98 | ||||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 306 | 34 | ||||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 246 | 0,00 | 27 | 8,00 | ||||
| 2025-08-08 | 13F | Atlanta Consulting Group Advisors, LLC | 15 049 | 0,00 | 1 655 | 7,33 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 120 | 13 | ||||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 150 | 16 | ||||||
| 2025-08-13 | 13F | Alerus Financial Na | 244 | 27 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 18 088 | −1,22 | 1 989 | 5,97 |
Other Listings
| MX:FEX |
