Grundläggande statistik
| Institutionella ägare | 298 total, 298 long only, 0 short only, 0 long/short - change of −1,97% MRQ |
| Genomsnittlig portföljallokering | 0.2040 % - change of −19,53% MRQ |
| Institutionella aktier (lång) | 28 878 299 (ex 13D/G) - change of −1,88MM shares −6,12% MRQ |
| Institutionellt värde (lång) | $ 1 359 603 USD ($1000) |
Institutionellt ägande och aktieägare
First Trust Exchange-Traded Fund III - First Trust Managed Municipal ETF (US:FMB) har 298 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 28,878,299 aktier. Största aktieägare inkluderar Morgan Stanley, Wells Fargo & Company/mn, LPL Financial LLC, UBS Group AG, Bank Of America Corp /de/, Raymond James Financial Inc, Avantax Planning Partners, Inc., Miracle Mile Advisors, LLC, Royal Bank Of Canada, and Resources Investment Advisors, LLC. .
First Trust Exchange-Traded Fund III - First Trust Managed Municipal ETF (NasdaqGM:FMB) Institutionell ägarstruktur visar institutioners och fonders nuvarande positioner i företaget, samt de senaste förändringarna i positionernas storlek. Större aktieägare kan vara enskilda investerare, fonder, hedgefonder eller institutioner. Bilaga 13D visar att investeraren äger (eller ägde) mer än 5% av företaget och avser (eller avsåg) att aktivt eftersträva en förändring av affärsstrategin. Schedule 13G indikerar en passiv investering på över 5%.
The share price as of September 11, 2025 is 50,79 / share. Previously, on September 12, 2024, the share price was 51,94 / share. This represents a decline of 2,22% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 27 596 | 0,04 | 1 375 | −1,15 | ||||
| 2025-08-08 | 13F | Opinicus Capital, Inc. | 18 987 | −9,01 | 946 | −10,17 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 32 621 | −1,65 | 1 625 | −3,90 | ||||
| 2025-05-06 | 13F | Lifeworks Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | Two Sigma Securities, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Secure Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | McNamara Financial Services, Inc. | 5 229 | −2,64 | 261 | −3,70 | ||||
| 2025-05-14 | 13F | Lionshead Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Mcdonald Partners Llc | 10 000 | 0,00 | 498 | −1,19 | ||||
| 2025-08-08 | 13F | Wiser Advisor Group LLC | 0 | −100,00 | 0 | |||||
| 2025-07-08 | 13F | RMR Wealth Builders | 349 793 | 6,64 | 17 427 | 5,37 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 158 668 | 3,04 | 7 905 | 1,80 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 30 995 | 0,87 | 1 544 | −0,32 | ||||
| 2025-07-09 | 13F | HFG Wealth Management, LLC | 46 867 | −2,44 | 2 363 | −3,55 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 18 242 | 4,88 | 909 | 3,53 | ||||
| 2025-08-06 | 13F | Strategic Financial Partners, Ltd. | 22 130 | −24,62 | 1 103 | −25,54 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 7 349 | 0,42 | 366 | −0,54 | ||||
| 2025-04-17 | 13F | Good Life Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Iams Wealth Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Morgan Stanley | 3 059 263 | 2,68 | 152 412 | 1,46 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 375 894 | −17,50 | 18 727 | −18,48 | ||||
| 2025-07-24 | 13F | Etesian Wealth Advisors, Inc. | 79 420 | −2,84 | 3 957 | −4,00 | ||||
| 2025-08-13 | 13F | GM Advisory Group, Inc. | 212 000 | 0,70 | 10 562 | −0,51 | ||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 6 850 | −2,84 | 341 | −3,94 | ||||
| 2025-07-17 | 13F | Saxon Interests, Inc. | 9 845 | 0,00 | 496 | 0,00 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 182 | 1,11 | 9 | 0,00 | ||||
| 2025-07-22 | 13F | Team Financial Group, LLC | 92 | 5 | ||||||
| 2025-07-02 | 13F | Crumly & Associates Inc. | 18 385 | −9,71 | 916 | −10,82 | ||||
| 2025-07-09 | 13F | Triumph Capital Management | 4 914 | 11,33 | 245 | 9,91 | ||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 21 425 | −2,29 | 1 067 | −3,44 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 25 659 | 1,91 | 1 278 | 0,71 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 399 | 0,76 | 20 | 0,00 | ||||
| 2025-07-15 | 13F | McCarthy & Cox | 18 464 | −0,66 | 920 | −1,92 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 2 046 267 | −6,12 | 101 945 | −7,25 | ||||
| 2025-08-14 | 13F | Stonehaven Wealth & Tax Solutions, Llc | 4 600 | 229 | ||||||
| 2025-04-23 | 13F | Bessemer Group Inc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Comerica Bank | 111 521 | 30,57 | 5 556 | 29,01 | ||||
| 2025-08-12 | 13F | Weitzel Financial Services, Inc. | 45 289 | −4,23 | 2 257 | −6,04 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 72 130 | −3,87 | 3 594 | −5,02 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Stock Yards Bank & Trust Co | 29 974 | −3,41 | 1 493 | −4,54 | ||||
| 2025-07-14 | 13F | Main Line Retirement Advisors, LLC | 52 125 | 4,05 | 2 597 | 2,81 | ||||
| 2025-08-12 | 13F | Running Point Capital Advisors, LLC | 9 646 | 481 | ||||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 24 272 | 1 209 | ||||||
| 2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 41 897 | 0,13 | 2 087 | −1,04 | ||||
| 2025-04-10 | 13F | Financial Management Professionals, Inc. | 0 | 0 | ||||||
| 2025-07-22 | 13F | Alta Wealth Advisors LLC | 7 173 | −0,73 | 357 | −1,92 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 79 | 1,28 | 4 | 0,00 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 11 412 | −55,25 | 569 | −56,21 | ||||
| 2025-05-12 | 13F | Cooper Financial Group | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 23 634 | 0,29 | 1 177 | −0,93 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 21 318 | 6,35 | 1 062 | 5,15 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 17 954 | −19,88 | 894 | −20,81 | ||||
| 2025-07-16 | 13F | Magnus Financial Group LLC | 94 433 | −0,20 | 4 705 | −1,38 | ||||
| 2025-08-07 | 13F | Blackhawk Capital Partners LLC. | 73 267 | 29,15 | 3 650 | 27,62 | ||||
| 2025-05-15 | 13F | Minot DeBlois Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 609 915 | −1,56 | 30 386 | −2,73 | ||||
| 2025-07-17 | 13F | CWA Asset Management Group, LLC | 214 457 | 1,61 | 10 684 | 0,40 | ||||
| 2025-07-08 | 13F | Advance Capital Management, Inc. | 82 312 | −6,45 | 4 101 | −7,57 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 255 039 | 37,02 | 12 706 | 35,39 | ||||
| 2025-08-11 | 13F | Pineridge Advisors LLC | 4 139 | 0,85 | 206 | 0,00 | ||||
| 2025-08-13 | 13F | Virtue Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 8 911 | 0,96 | 444 | −0,45 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 88 127 | −0,98 | 4 390 | −2,16 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 70 577 | −0,69 | 3 516 | −1,87 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 336 696 | 4,55 | 17 | 0,00 | ||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 1 041 | 1,17 | 52 | 2,00 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 14 080 | −33,85 | 710 | −34,65 | ||||
| 2025-07-25 | 13F | Pandora Wealth, Inc. | 4 579 | 0,00 | 228 | −0,87 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 6 487 | −17,35 | 323 | −18,23 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 1 778 | 0,00 | 89 | −1,12 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 348 165 | −13,73 | 17 346 | −14,76 | ||||
| 2025-08-08 | 13F | Advisory Resource Group | 9 853 | 1,83 | 491 | 0,62 | ||||
| 2025-08-11 | 13F | Advisor Resource Council | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 47 536 | −43,89 | 2 368 | −44,56 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 39 083 | −11,14 | 1 947 | −12,18 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 96 682 | 24,49 | 4 817 | 25,12 | ||||
| 2025-07-30 | 13F | Syntegra Private Wealth Group, LLC | 24 345 | −15,10 | 1 213 | −16,12 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 22 671 | −5,34 | 1 129 | −6,46 | ||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 9 861 | −81,06 | 491 | −81,29 | ||||
| 2025-08-08 | 13F | Intrua Financial, LLC | 6 456 | −63,10 | 322 | −63,61 | ||||
| 2025-07-15 | 13F | Legacy Solutions, Llc | 25 399 | −1,20 | 1 265 | −2,39 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 18 286 | −17,11 | 905 | −18,71 | ||||
| 2025-07-15 | 13F | Traction Financial Partners, LLC | 33 989 | 27,06 | 1 693 | 25,59 | ||||
| 2025-07-16 | 13F | PFS Partners, LLC | 10 485 | 0,86 | 522 | −0,38 | ||||
| 2025-07-17 | 13F | HCR Wealth Advisors | 8 344 | 0,00 | 416 | −1,19 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 45 850 | −6,54 | 2 284 | −7,64 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 368 042 | 3,63 | 18 336 | 2,39 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 2 552 | 18,70 | 127 | 17,59 | ||||
| 2025-07-15 | 13F | LVZ Advisors, Inc. | 19 385 | −13,06 | 966 | −14,15 | ||||
| 2025-07-21 | 13F | Investment Planning Advisors, Inc. | 58 234 | 1,02 | 2 901 | −0,17 | ||||
| 2025-08-14 | 13F | Coyle Financial Counsel LLC | 5 366 | 0,00 | 267 | −1,11 | ||||
| 2025-07-10 | 13F | High Net Worth Advisory Group LLC | 22 779 | 0,49 | 1 135 | −0,79 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 32 259 | 5,12 | 1 607 | 3,88 | ||||
| 2025-08-01 | 13F | Motco | 187 808 | −3,57 | 9 292 | −5,39 | ||||
| 2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Bernardo Wealth Planning LLC | 25 142 | −6,95 | 1 | 0,00 | ||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Philip James Wealth Mangement, LLC | 22 134 | 3,34 | 1 103 | 2,13 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 180 | 9 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 1 777 726 | 1,74 | 88 566 | 0,52 | ||||
| 2025-07-17 | 13F | Worth Financial Advisory Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Atria Investments Llc | 55 032 | −52,33 | 2 742 | −52,90 | ||||
| 2025-07-09 | 13F | Murphy, Middleton, Hinkle & Parker, Inc. | 16 400 | 0,00 | 827 | 0,00 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 101 440 | −71,53 | 5 054 | −71,88 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 38 617 | 1,24 | 1 924 | 0,00 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 20 079 | 19,89 | 1 000 | 18,48 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 5 481 | −20,74 | 273 | −21,55 | ||||
| 2025-07-09 | 13F | GSG Advisors LLC | 27 931 | 1,83 | 1 392 | 2,51 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Ogorek Anthony Joseph /ny/ /adv | 30 260 | 0,82 | 2 | 0,00 | ||||
| 2025-08-11 | 13F/A | Purus Wealth Management, LLC | 6 153 | −0,61 | 307 | −1,92 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 5 831 | −0,29 | 290 | −1,36 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 78 636 | 3 918 | ||||||
| 2025-07-14 | 13F | Sentinel Pension Advisors Inc | 56 099 | 0,75 | 2 795 | −0,46 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 37 567 | −6,39 | 1 855 | −6,97 | ||||
| 2025-07-08 | 13F | Ptm Wealth Management, Llc | 10 762 | 0,75 | 537 | 1,52 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1 191 423 | 2,95 | 59 357 | 1,72 | ||||
| 2025-07-23 | 13F | REAP Financial Group, LLC | 86 | 0,00 | 4 | 0,00 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-11 | 13F | Prospect Financial Services LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Financial Strategies Group, Inc. | 17 635 | −8,10 | 878 | −7,68 | ||||
| 2025-07-25 | 13F | Genesee Capital Advisors, LLC | 4 314 | 0,56 | 215 | −0,93 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 2 590 338 | −3,52 | 129 051 | −4,67 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 12 644 | 10,12 | 630 | 8,82 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 7 398 | 0,00 | 369 | −1,34 | ||||
| 2025-07-14 | 13F | Signature Securities Group Corporation | 24 055 | −21,64 | 1 198 | −22,56 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 34 538 | −10,95 | 1 721 | −12,02 | ||||
| 2025-07-29 | 13F | Foster & Motley Inc | 57 611 | 35,04 | 3 | 0,00 | ||||
| 2025-08-18 | 13F | Tyler-Stone Wealth Management | 5 383 | 0,86 | 268 | −0,37 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 6 229 | 310 | ||||||
| 2025-08-12 | 13F | Clearwater Capital Advisors, LLC | 53 979 | 9,92 | 2 689 | 8,60 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 36 772 | −4,99 | 1 832 | −6,15 | ||||
| 2025-07-29 | 13F | ShoreHaven Wealth Partners, LLC | 6 418 | 8,28 | 320 | 7,05 | ||||
| 2025-07-29 | 13F | Cottonwood Capital Advisors, Llc | 13 194 | −1,70 | 657 | −2,81 | ||||
| 2025-08-08 | 13F | Condor Capital Management | 4 285 | 0,00 | 213 | −1,39 | ||||
| 2025-08-12 | 13F | Forum Private Client Group LLC | 6 408 | 18,62 | 319 | 17,28 | ||||
| 2025-08-12 | 13F | Bokf, Na | 2 600 | −33,35 | 130 | −34,18 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 46 347 | −5,55 | 2 309 | −6,67 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 162 290 | −1,66 | 8 085 | −2,82 | ||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 8 609 | 0,54 | 429 | −0,70 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 227 364 | −10,42 | 11 327 | −11,49 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 10 955 | −4,91 | 546 | −6,03 | ||||
| 2025-08-14 | 13F | Icon Wealth Advisors, LLC | 5 084 | 0,87 | 253 | −0,39 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 7 782 | 0,00 | 388 | −1,28 | ||||
| 2025-07-14 | 13F | Seascape Capital Management | 22 500 | 7,14 | 1 | 0,00 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 8 715 | −0,01 | 434 | −1,14 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 19 317 | 1,44 | 962 | 0,21 | ||||
| 2025-07-14 | 13F | Friday Financial | 16 334 | −1,69 | 814 | −2,98 | ||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 11 293 | 563 | ||||||
| 2025-07-18 | 13F | Warren Street Wealth Advisors, LLC | 15 483 | −3,90 | 771 | −5,05 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 256 842 | 15,16 | 12 796 | 13,78 | ||||
| 2025-08-13 | 13F | Trustmark National Bank Trust Department | 9 023 | −45,97 | 450 | −46,67 | ||||
| 2025-07-25 | 13F | Cypress Capital Group | 35 150 | 5,08 | 1 751 | 3,86 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 5 495 | 0,00 | 274 | −1,44 | ||||
| 2025-07-17 | 13F | Tempus Wealth Planning, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Security Financial Services, INC. | 12 650 | 13,59 | 630 | 12,30 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 15 704 | 1 | ||||||
| 2025-08-12 | 13F | Country Trust Bank | 84 999 | −1,82 | 4 235 | −3,00 | ||||
| 2025-04-24 | 13F | Decker Retirement Planning Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Elequin Capital Lp | 7 252 | 361 | ||||||
| 2025-05-15 | 13F | Engineers Gate Manager LP | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Financial Futures Ltd Liability Co. | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 11 803 | 41,98 | 588 | 40,33 | ||||
| 2025-08-05 | 13F | NewSquare Capital LLC | 13 149 | 2,67 | 655 | 1,55 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 51 750 | −3,92 | 2 578 | −5,05 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Stephens Consulting, LLC | 2 439 | 0,00 | 122 | −0,82 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 200 291 | −37,94 | 10 | −43,75 | ||||
| 2025-08-11 | 13F | Core Wealth Partners LLC | 6 525 | −50,72 | 325 | −51,27 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 11 231 | −20,23 | 560 | −21,16 | ||||
| 2025-07-08 | 13F | Legacy Private Trust Co. | 42 221 | −15,37 | 2 103 | −16,38 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 18 150 | −36,96 | 904 | −37,70 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 11 300 | −24,73 | 563 | −25,66 | ||||
| 2025-07-09 | 13F | Inspirion Wealth Advisors, Llc | 58 053 | −3,60 | 2 892 | −4,74 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 5 190 | 259 | ||||||
| 2025-08-04 | 13F | Impact Partnership Wealth, LLC | 11 664 | −23,83 | 581 | −24,74 | ||||
| 2025-08-08 | 13F | Hedeker Wealth, LLC | 32 474 | −40,13 | 1 618 | −40,88 | ||||
| 2025-07-09 | 13F | Christopher J. Hasenberg, Inc | 4 877 | 0,00 | 243 | −1,63 | ||||
| 2025-07-22 | 13F | Sutton Place Investors Llc | 8 540 | −3,56 | 425 | −4,71 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 129 342 | −79,19 | 6 444 | −79,44 | ||||
| 2025-09-11 | 13F | Milestones Private Investment Advisors LLC | 17 431 | 868 | ||||||
| 2025-08-13 | 13F | Elios Financial Group Inc. | 75 507 | 5,37 | 3 762 | 4,10 | ||||
| 2025-08-08 | 13F | Flaharty Asset Management, LLC | 1 210 | 4,94 | 60 | 3,45 | ||||
| 2025-08-29 | 13F | Total Investment Management Inc | 532 | 27 | ||||||
| 2025-07-16 | 13F | Arkansas Financial Group, Inc. | 124 613 | 0,29 | 6 212 | 0,96 | ||||
| 2025-08-13 | 13F | Fi3 FINANCIAL ADVISORS, LLC | 11 397 | 0,00 | 568 | −1,22 | ||||
| 2025-08-12 | 13F/A | Cozad Asset Management Inc | 9 964 | 0,00 | 496 | −1,20 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 19 658 | −93,80 | 979 | −93,88 | ||||
| 2025-08-07 | 13F | PCG Wealth Advisors, LLC | 8 995 | −53,27 | 448 | −53,81 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 1 739 171 | −6,11 | 86 646 | −7,23 | ||||
| 2025-07-23 | 13F | Heck Capital Advisors, LLC | 38 463 | −10,39 | 1 916 | −11,46 | ||||
| 2025-07-07 | 13F | Insight Wealth Strategies, LLC | 24 547 | 0,02 | 1 224 | −1,05 | ||||
| 2025-08-14 | 13F | Prestige Wealth Management Group LLC | 91 504 | −7,00 | 4 559 | −8,10 | ||||
| 2025-08-05 | 13F | Sebold Capital Management, Inc. | 26 146 | −51,61 | 1 303 | −52,20 | ||||
| 2025-07-29 | 13F | Activest Wealth Management | 0 | 0 | ||||||
| 2025-07-25 | 13F | Landmark Wealth Management, LLC | 47 075 | −31,92 | 2 | −33,33 | ||||
| 2025-08-12 | 13F | Journey Strategic Wealth Llc | 129 608 | −7,99 | 6 457 | −9,08 | ||||
| 2025-05-13 | 13F | Eldridge Investment Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | High Note Wealth, LLC | 10 | −66,67 | 0 | −100,00 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 12 253 | −79,90 | 1 | −100,00 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 11 453 | 1,92 | 569 | 1,97 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 1 831 | 0,00 | 91 | −1,09 | ||||
| 2025-07-14 | 13F | Brady Martz Wealth Solutions, LLC | 116 265 | −9,33 | 5 792 | −10,41 | ||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 836 330 | 30,84 | 41 666 | 29,28 | ||||
| 2025-08-08 | 13F | Tanglewood Legacy Advisors, LLC | 539 | 0,00 | 27 | −3,70 | ||||
| 2025-07-09 | 13F | WealthCare Investment Partners, LLC | 50 561 | 2,09 | 2 521 | 3,19 | ||||
| 2025-07-23 | 13F | Dohj, Llc | 85 286 | 396,14 | 4 214 | 386,49 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 839 | 0,00 | 42 | −2,38 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 711 979 | 9,62 | 35 471 | 8,31 | ||||
| 2025-04-28 | 13F | Keybank National Association/oh | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 7 703 | −14,44 | 384 | −15,45 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 2 382 | 0,00 | 0 | |||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 347 312 | 83,25 | 17 303 | 81,07 | ||||
| 2025-08-08 | 13F | Creative Planning | 82 493 | −78,67 | 4 110 | −78,93 | ||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 5 926 | −66,19 | 295 | −66,59 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 41 822 | 2,29 | 2 084 | 1,07 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 12 837 | 200,00 | 640 | 197,21 | ||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 29 936 | −5,59 | 1 491 | −6,70 | ||||
| 2025-07-28 | 13F | Duncker Streett & Co Inc | 1 380 | 0,00 | 69 | −1,45 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 11 243 | 560 | ||||||
| 2025-05-01 | 13F | Grant/GrossMendelsohn, LLC | 54 637 | 55,66 | 2 718 | 51,84 | ||||
| 2025-07-09 | 13F | Fragasso Group Inc. | 8 900 | 0,00 | 443 | −1,12 | ||||
| 2025-07-14 | 13F | ABLE Financial Group, LLC | 66 636 | −12,36 | 3 320 | −13,41 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 9 398 | −45,73 | 468 | −46,39 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 1 366 | 1 908,82 | 68 | 2 166,67 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 12 234 | 609 | ||||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 10 631 | −10,95 | 530 | −11,98 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 14 382 | 8,51 | 717 | 7,19 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 371 440 | 13,56 | 18 505 | 12,21 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 15 830 | 0,76 | 789 | −0,51 | ||||
| 2025-07-28 | 13F | Naviter Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 8 827 | −7,65 | 440 | −8,73 | ||||
| 2025-07-14 | 13F | Financial Enhancement Group LLC | 8 798 | 438 | ||||||
| 2025-07-17 | 13F | ERn Financial, LLC | 148 832 | −45,39 | 7 415 | −46,04 | ||||
| 2025-07-30 | 13F | Patten Group, Inc. | 18 396 | −5,00 | 916 | −6,15 | ||||
| 2025-08-12 | 13F | PKS Advisory Services, LLC | 19 471 | 20,25 | 970 | 18,87 | ||||
| 2025-05-13 | 13F | Hanlon Investment Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Nilsine Partners, LLC | 19 097 | −2,87 | 951 | −4,04 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 6 090 | 0,00 | 303 | −1,30 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 66 | 3 | ||||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 4 552 | −19,80 | 227 | −20,98 | ||||
| 2025-07-31 | 13F | Hobart Private Capital, LLC | 16 671 | −34,93 | 831 | −35,71 | ||||
| 2025-07-18 | 13F | TruNorth Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 183 | 0,00 | 0 | |||||
| 2025-07-15 | 13F | Signal Tree Financial Partners Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 6 148 | 306 | ||||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 202 251 | −1,73 | 10 076 | −2,90 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 61 466 | 0,35 | 3 063 | −0,84 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 108 209 | 15,74 | 5 383 | 14,34 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 7 963 | −66,21 | 397 | −66,67 | ||||
| 2025-07-14 | 13F | Southland Equity Partners LLC | 20 146 | 0,00 | 1 004 | −1,18 | ||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 16 161 | 805 | ||||||
| 2025-07-03 | 13F | TrueWealth Advisors, LLC | 4 747 | −8,89 | 236 | −9,92 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 2 578 | −77,62 | 128 | −78,04 | ||||
| 2025-07-23 | 13F | Wheelhouse Advisory Group LLC | 6 645 | −4,58 | 331 | −5,70 | ||||
| 2025-08-05 | 13F | EPG Wealth Management LLC | 15 994 | 0,70 | 797 | −0,50 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 452 758 | −8,56 | 22 557 | −9,65 | ||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 8 943 | 2,11 | 446 | 0,91 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 9 170 | −22,05 | 457 | −23,10 | ||||
| 2025-08-14 | 13F | Marshall Investment Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Hanson & Doremus Investment Management | 2 233 | 0,00 | 0 | |||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 860 | −0,92 | 43 | −2,33 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 28 115 | 0,00 | 1 401 | −1,20 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 68 839 | 19,58 | 3 430 | 18,16 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 11 796 | 45,49 | 1 | |||||
| 2025-08-01 | 13F | Signature Wealth Management Group | 13 632 | −8,76 | 679 | −9,83 | ||||
| 2025-07-21 | 13F | Catalina Capital Group, LLC | 4 683 | 0,47 | 233 | −0,85 | ||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 210 | 0,00 | 10 | 0,00 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 54 920 | 0,00 | 2 736 | −1,19 | ||||
| 2025-07-15 | 13F | Capstone Capital Wealth Advisors | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 553 919 | 29,99 | 27 596 | 28,44 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 13 421 | −3,67 | 669 | −4,84 | ||||
| 2025-08-08 | 13F | TD Capital Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 105 634 | −54,46 | 5 263 | −55,01 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 12 879 | −58,36 | 642 | −58,88 | ||||
| 2025-08-01 | 13F | James Investment Research Inc | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Meeder Advisory Services, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Frisch Financial Group, Inc. | 212 365 | 3,24 | 11 | 0,00 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 12 199 | −0,97 | 608 | −2,25 | ||||
| 2025-08-15 | 13F | Fsb Premier Wealth Management, Inc. | 89 402 | 1,84 | 4 454 | 0,63 | ||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 108 | 0,00 | 5 | 0,00 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 106 677 | 11,21 | 5 | 25,00 | ||||
| 2025-08-12 | 13F | Intellus Advisors LLC | 12 597 | 0,00 | 628 | −1,26 | ||||
| 2025-08-13 | 13F | Maia Wealth LLC | 4 949 | 247 | ||||||
| 2025-08-19 | 13F | Delos Wealth Advisors, LLC | 13 030 | 0,00 | 649 | −1,22 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 136 531 | −8,23 | 6 802 | −9,33 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 67 806 | −5,78 | 3 378 | −6,89 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | −100,00 | 0 | |||||
| 2025-04-22 | 13F | XML Financial, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 47 335 | 69,23 | 2 358 | 67,23 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 17 968 | −11,74 | 895 | −12,77 | ||||
| 2025-05-15 | 13F | National Wealth Management Group, LLC | 4 199 | −27,45 | 212 | −28,47 | ||||
| 2025-08-06 | 13F | ORBA Wealth Advisors, L.L.C. | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 179 419 | −13,56 | 8 939 | −14,60 | ||||
| 2025-07-30 | 13F | IMG Wealth Management, Inc. | 1 290 | 0,00 | 64 | −1,54 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 129 871 | −0,93 | 6 470 | −2,12 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 12 741 | 0,35 | 634 | −0,94 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 129 347 | 0,09 | 6 444 | −1,10 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 25 033 | 0,42 | 1 247 | −0,72 | ||||
| 2025-07-11 | 13F | Kaydan Wealth Management, Inc. | 4 626 | −40,90 | 230 | −41,62 | ||||
| 2025-07-31 | 13F | Auour Investments LLC | 5 372 | −10,20 | 268 | −10,40 | ||||
| 2025-07-15 | 13F | Revisor Wealth Management LLC | 11 621 | −1,29 | 580 | −2,36 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 389 686 | 1,39 | 19 | 0,00 | ||||
| 2025-08-13 | 13F | Quadrature Capital Ltd | 7 549 | 376 | ||||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 8 190 | 0,02 | 408 | −0,97 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 4 638 | 231 | ||||||
| 2025-08-15 | 13F/A | MONECO Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-06 | 13F | S&t Bank/pa | 1 426 | 0,00 | 71 | 0,00 | ||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 130 418 | −32,52 | 6 497 | −33,32 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 112 379 | −2,69 | 6 | 0,00 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 16 524 | −20,51 | 823 | −21,47 | ||||
| 2025-07-30 | 13F | Paul Damon & Associates, Inc. | 31 203 | −0,96 | 1 555 | −2,14 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 11 409 | 42,33 | 568 | 42,71 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Cooksen Wealth, LLC | 5 397 | −14,79 | 269 | −17,54 | ||||
| 2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 8 902 | 443 | ||||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 22 320 | 19,65 | 1 112 | 18,19 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 414 | 0,00 | 21 | 0,00 | ||||
| 2025-08-11 | 13F | Tidemark, LLC | 619 | −3,13 | 31 | −6,25 | ||||
| 2025-08-11 | 13F | Lake Street Financial Llc | 96 900 | 0,00 | 4 828 | −1,19 | ||||
| 2025-07-16 | 13F | One + One Wealth Management, Llc | 5 085 | −64,06 | 253 | −64,52 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 7 485 | −11,79 | 373 | −12,88 | ||||
| 2025-05-15 | 13F | Talon Private Wealth, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-18 | 13F | QTR Family Wealth, LLC | 4 563 | 0,55 | 227 | −0,44 | ||||
| 2025-05-06 | 13F | Venturi Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Keystone Financial Group | 45 102 | 4,62 | 2 247 | 3,41 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 8 219 | 409 | ||||||
| 2025-07-09 | 13F | Bowman & Co S.C. | 6 757 | −7,11 | 337 | −8,20 | ||||
| 2025-07-23 | 13F | Steel Peak Wealth Management LLC | 53 888 | 4,28 | 2 685 | 3,03 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 468 324 | 0,61 | 23 332 | −0,58 | ||||
| 2025-07-16 | 13F | EdgeRock Capital LLC | 66 717 | 10,49 | 3 324 | 9,17 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 551 | 27 | ||||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 2 510 | 125 | ||||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 87 792 | 69,81 | 4 374 | 67,81 | ||||
| 2025-08-14 | 13F | Paragon Private Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | BCGM Wealth Management, LLC | 123 313 | 5,63 | 6 143 | 4,37 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 21 296 | −11,87 | 1 062 | −12,89 | ||||
| 2025-07-14 | 13F | Occidental Asset Management, LLC | 12 343 | −0,80 | 615 | −2,07 | ||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 68 359 | 4,75 | 3 406 | 3,49 | ||||
| 2025-07-08 | 13F | TL Private Wealth | 13 715 | 0,62 | 684 | 1,49 | ||||
| 2025-08-05 | 13F | Atlas Private Wealth Advisors | 65 860 | −12,79 | 3 281 | −13,82 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 8 207 | −1,71 | 409 | −1,21 | ||||
| 2025-05-12 | 13F | Fmr Llc | 0 | −100,00 | 0 |
