Grundläggande statistik
| Institutionella ägare | 186 total, 186 long only, 0 short only, 0 long/short - change of −1,59% MRQ |
| Genomsnittlig portföljallokering | 0.3360 % - change of −3,64% MRQ |
| Institutionella aktier (lång) | 66 445 489 (ex 13D/G) - change of −1,06MM shares −1,57% MRQ |
| Institutionellt värde (lång) | $ 1 240 086 USD ($1000) |
Institutionellt ägande och aktieägare
First Trust Exchange-Traded Fund III - First Trust Institutional Preferred Securities and Income ETF (US:FPEI) har 186 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 66,445,489 aktier. Största aktieägare inkluderar Morgan Stanley, UBS Group AG, Royal Bank Of Canada, Bank Of America Corp /de/, LPL Financial LLC, GWM Advisors LLC, Smith Chas P & Associates Pa Cpas, Envestnet Asset Management Inc, Raymond James Financial Inc, and Merit Financial Group, LLC .
First Trust Exchange-Traded Fund III - First Trust Institutional Preferred Securities and Income ETF (ARCA:FPEI) 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 19,35 / share. Previously, on September 13, 2024, the share price was 18,89 / share. This represents an increase of 2,44% over that period.
Fondsentimentets poäng
Fondsentimentet poängen(fka Ägarackumulation-poäng) visar vilka aktier som är mest köpta av fonder. Det är resultatet av en sofistikerad kvantitativ flerfaktormodell som identifierar företag med de högsta nivåerna av institutionell ackumulering. Poängsättningsmodellen använder en kombination av den totala ökningen av redovisade ägare, förändringarna i portföljallokeringarna för dessa ägare och andra mått. Siffran sträcker sig från 0 till 100, där högre siffror indikerar en högre nivå av ackumulering i förhållande till sina konkurrenter, och 50 är genomsnittet.
Uppdateringsfrekvens: Dagligen
Se Ownership Explorer, som innehåller en lista över de högst rankade företagen.
Institutionell sälj/köp-kvot
Förutom att rapportera vanliga eget kapital- och skuldemissioner måste institutioner med mer än 100MM tillgångar under förvaltning också avslöja sina innehav av sälj- och köpoptioner. Eftersom säljoptioner i allmänhet indikerar ett negativt sentiment och köpoptioner indikerar ett positivt sentiment, kan vi få en uppfattning om det övergripande institutionella sentimentet genom att plotta förhållandet mellan säljoptioner och köpoptioner. Diagrammet till höger visar det historiska förhållandet mellan sälj- och köpoptioner för detta instrument.
Genom att använda sälj/köp-kvoten som en indikator på aktieägarnas sentiment undviker man en av de största bristerna med att använda det totala institutionella ägandet, nämligen att en betydande del av de förvaltade tillgångarna investeras passivt för att följa index. Passivt förvaltade fonder köper vanligtvis inte optioner, så indikatorn för sälj/köp-kvoten ger en bättre bild av stämningen i aktivt förvaltade fonder.
13F- och NPORT-arkiveringar
Detaljer om 13F-arkiveringar är gratis. Detaljer om NP-arkiveringar kräver ett premiummedlemskap. Gröna rader indikerar nya positioner. Röda rader indikerar stängda positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
Uppgradera
för att låsa upp premiumdata och exportera till Excel 
.
| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 10 894 | 0,75 | 207 | 1,98 | ||||
| 2025-08-28 | NP | TFAZX - TFA Tactical Income Fund Class I | 43 918 | −7,51 | 834 | −5,98 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 4 358 113 | 30,69 | 82 760 | 32,71 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 300 | 0,00 | 6 | 0,00 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 795 921 | 5,12 | 15 115 | 6,75 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 192 208 | 3,96 | 3 650 | 5,58 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 34 922 | 49,89 | 663 | 52,41 | ||||
| 2025-08-13 | 13F | Victory Financial Group, Llc | 147 563 | 0,32 | 2 802 | 1,85 | ||||
| 2025-05-06 | 13F | Atria Investments Llc | 0 | −100,00 | 0 | |||||
| 2025-07-01 | 13F | Park National Corp /oh/ | 79 570 | 17,79 | 1 511 | 19,64 | ||||
| 2025-07-29 | 13F | Flavin Financial Services, Inc. | 19 207 | −10,93 | 365 | −9,68 | ||||
| 2025-08-28 | NP | Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 70 Fund Investor Class | 108 300 | 2 057 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 2 361 031 | 5,05 | 44 836 | 6,68 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 58 534 | 9,91 | 1 112 | 11,66 | ||||
| 2025-07-10 | 13F | Marshall Financial Group LLC | 11 775 | 0,00 | 224 | 1,36 | ||||
| 2025-07-16 | 13F | Magnus Financial Group LLC | 52 752 | −0,80 | 1 002 | 0,70 | ||||
| 2025-08-05 | 13F | American Institute for Advanced Investment Management, LLP | 24 750 | 0,00 | 470 | 1,73 | ||||
| 2025-08-28 | NP | TFAFX - Tactical Growth Allocation Fund Class I | 17 068 | −13,40 | 324 | −11,96 | ||||
| 2025-05-15 | 13F | Old Mission Capital Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 4 046 | −74,71 | 77 | −74,58 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 35 706 | −10,46 | 678 | −8,99 | ||||
| 2025-04-22 | 13F | Veridan Wealth LLC | 123 022 | 3,20 | 2 301 | 3,28 | ||||
| 2025-07-17 | 13F | Montis Financial, LLC | 10 973 | 208 | ||||||
| 2025-08-14 | 13F | Vista Investment Management | 265 973 | 3,58 | 5 051 | 5,19 | ||||
| 2025-07-30 | 13F | Greatmark Investment Partners, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 75 478 | 1,74 | 1 433 | 3,32 | ||||
| 2025-08-07 | 13F | Zions Bancorporation, National Association /ut/ | 5 000 | 0,00 | 95 | 1,08 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 3 163 | 4,18 | 60 | 7,14 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 67 867 | −5,87 | 1 289 | −4,45 | ||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 25 614 | 0,00 | 486 | 1,67 | ||||
| 2025-08-12 | 13F | Deutsche Bank Ag\ | 407 | 8 | ||||||
| 2025-07-24 | 13F/A | McElhenny Sheffield Capital Management, LLC | 17 693 | 0,00 | 336 | 1,52 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 28 272 | 0,45 | 537 | 1,90 | ||||
| 2025-07-14 | 13F | Toth Financial Advisory Corp | 583 | 1,57 | 11 | 10,00 | ||||
| 2025-05-15 | 13F | Asset Allocation Strategies LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Comerica Bank | 114 675 | 26,13 | 2 178 | 28,06 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 1 866 | 35 | ||||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 10 273 | −19,43 | 195 | −18,07 | ||||
| 2025-08-01 | 13F | United Capital Management of KS, Inc. | 48 927 | −23,00 | 929 | −21,80 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 52 664 | 17,23 | 1 000 | 19,05 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 13 325 | −1,84 | 253 | 0,00 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-05-12 | 13F | Fmr Llc | 0 | −100,00 | 0 | |||||
| 2025-07-08 | 13F | Advance Capital Management, Inc. | 11 155 | 1,45 | 212 | 2,93 | ||||
| 2025-08-06 | 13F | Paladin Advisory Group, LLC | 2 607 | −35,34 | 50 | −34,67 | ||||
| 2025-08-11 | 13F | Plotkin Financial Advisors, LLC | 29 133 | −3,96 | 553 | −2,47 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 38 744 | 2,52 | 736 | 4,11 | ||||
| 2025-08-08 | 13F | 1776 Wealth LLC | 132 378 | −12,88 | 2 514 | −11,55 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 148 917 | −0,08 | 3 | 0,00 | ||||
| 2025-08-12 | 13F | FUKOKU MUTUAL LIFE INSURANCE Co | 620 000 | 0,00 | 11 774 | 1,54 | ||||
| 2025-08-12 | 13F | Wayfinding Financial, LLC | 157 472 | −23,31 | 3 | 0,00 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 2 057 676 | −16,47 | 39 075 | −15,17 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 127 429 | −7,16 | 2 420 | −5,73 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 81 808 | −0,63 | 1 554 | 0,91 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 1 103 | −41,61 | 21 | −42,86 | ||||
| 2025-08-14 | 13F | Aft, Forsyth & Company, Inc. | 11 843 | −3,40 | 225 | −2,18 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-05-06 | 13F | Kovack Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | LFA - Lugano Financial Advisors SA | 24 000 | 0,00 | 454 | 1,12 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 55 940 | −5,07 | 1 062 | −3,54 | ||||
| 2025-05-16 | 13F/A | Kestra Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 98 297 | 16,60 | 2 | 0,00 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 371 048 | 3,58 | 7 046 | 5,18 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 10 720 | 1,45 | 204 | 3,05 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 45 | −87,32 | 1 | −100,00 | ||||
| 2025-08-07 | 13F | Lakeridge Wealth Management LLC | 79 314 | 2,27 | 1 506 | 3,86 | ||||
| 2025-08-14 | 13F | UBS Group AG | 8 622 303 | 0,69 | 163 738 | 2,26 | ||||
| 2025-08-12 | 13F | Leigh Baldwin & Co., Llc | 12 545 | 4,15 | 238 | 5,78 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 19 098 | 363 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 424 287 | −70,97 | 8 057 | −70,52 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 65 744 | −10,24 | 1 248 | −8,84 | ||||
| 2025-07-30 | 13F | Castle Wealth Management Llc | 10 755 | 0,00 | 204 | 1,49 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 2 141 | −0,56 | 41 | 0,00 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 2 536 | −71,03 | 48 | −70,55 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Winnow Wealth Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 13 322 | −12,77 | 253 | −10,32 | ||||
| 2025-08-11 | 13F | Platform Technology Partners | 61 849 | −11,93 | 1 175 | −10,59 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 2 006 953 | 12,44 | 38 112 | 14,18 | ||||
| 2025-07-25 | NP | LDSF - First Trust Low Duration Strategic Focus ETF 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 | 164 923 | 6,06 | 3 084 | 5,08 | ||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 384 | 0,00 | 0 | |||||
| 2025-08-26 | NP | FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Multi Income Allocation 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 | 87 473 | 2,11 | 1 661 | 3,75 | ||||
| 2025-07-14 | 13F | Signature Securities Group Corporation | 200 050 | −44,04 | 3 799 | −43,19 | ||||
| 2025-08-28 | NP | SIRAX - Sierra Tactical All Asset Fund Class A | 247 200 | 4 694 | ||||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 46 232 | −41,29 | 878 | −40,42 | ||||
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 69 558 | 0,32 | 1 321 | 1,85 | ||||
| 2025-08-01 | 13F | Integral Investment Advisors, Inc. | 587 075 | 37,94 | 11 149 | 40,09 | ||||
| 2025-08-12 | 13F | Forum Private Client Group LLC | 33 011 | −9,09 | 627 | −7,81 | ||||
| 2025-08-01 | 13F | Winebrenner Capital Management Llc | 120 914 | −0,95 | 2 296 | 0,61 | ||||
| 2025-05-02 | 13F | Stonebridge Advisors Llc | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 66 499 | −42,69 | 1 | −50,00 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 403 869 | −4,85 | 7 669 | −3,38 | ||||
| 2025-08-14 | 13F | Keebeck Wealth Management, LLC | 109 750 | 0,00 | 2 084 | 1,56 | ||||
| 2025-08-13 | 13F | Trustmark National Bank Trust Department | 65 252 | 128,23 | 1 239 | 132,02 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 16 079 | −24,82 | 305 | −23,56 | ||||
| 2025-08-14 | 13F | Clark Capital Management Group, Inc. | 267 359 | −40,84 | 5 077 | −39,92 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 40 020 | −3,47 | 760 | −2,06 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 5 520 | 0,00 | 105 | 0,97 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 1 830 | 35 | ||||||
| 2025-07-17 | 13F | Smith Chas P & Associates Pa Cpas | 2 292 114 | 2,20 | 43 527 | 3,78 | ||||
| 2025-07-29 | 13F | Citizens Business Bank | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 704 006 | −7,96 | 13 369 | −6,53 | ||||
| 2025-07-11 | 13F | Annex Advisory Services, LLC | 840 952 | 15 970 | ||||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 53 912 | −40,23 | 1 024 | −39,32 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 77 873 | 20,01 | 1 479 | 21,85 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 107 361 | −0,83 | 2 039 | 0,69 | ||||
| 2025-05-14 | 13F | Jane Street Group, Llc | 81 300 | 1 520 | ||||||
| 2025-08-14 | 13F | Balanced Rock Investment Advisor | 22 755 | 19,66 | 432 | 21,69 | ||||
| 2025-08-11 | 13F | Elequin Capital Lp | 622 | 12 | ||||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 182 918 | 0,34 | 3 474 | 1,91 | ||||
| 2025-07-17 | 13F | Wagner Wealth Management, Llc | 17 978 | 0,23 | 341 | 1,79 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 41 266 | −4,72 | 1 | |||||
| 2025-04-01 | 13F/A | Talon Private Wealth, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 35 239 | −55,12 | 669 | −54,30 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 10 914 | −0,52 | 207 | 0,98 | ||||
| 2025-07-22 | 13F | Accel Wealth Management | 17 487 | −13,59 | 332 | −12,17 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 22 989 | −39,50 | 437 | −38,59 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 4 344 070 | −5,90 | 82 494 | −4,44 | ||||
| 2025-07-22 | 13F | Sutton Place Investors Llc | 119 647 | 3,16 | 2 272 | 4,80 | ||||
| 2025-07-15 | 13F | McAdam, LLC | 125 133 | 29,05 | 2 376 | 31,05 | ||||
| 2025-07-17 | 13F | Raleigh Capital Management Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Synovus Financial Corp | 11 578 | −58,62 | 220 | −58,13 | ||||
| 2025-07-29 | 13F | BXM Wealth LLC | 33 500 | 0,00 | 636 | 1,60 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 24 448 | −3,61 | 464 | −2,11 | ||||
| 2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 64 257 | −14,05 | 1 220 | −12,73 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 102 135 | −63,79 | 1 940 | −63,23 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 37 087 | 4,00 | 704 | 5,71 | ||||
| 2025-08-14 | 13F | Marshall Investment Management, Llc | 12 570 | −92,02 | 239 | −91,92 | ||||
| 2025-07-21 | 13F | Greenwood Capital Associates Llc | 10 626 | 202 | ||||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 300 449 | 9,28 | 5 706 | 10,97 | ||||
| 2025-08-06 | 13F | New Millennium Group LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Hobbs Group Advisors, LLC | 27 148 | 0,00 | 516 | 1,58 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 125 602 | −2,02 | 2 385 | −0,50 | ||||
| 2025-07-25 | 13F | Richardson Financial Services Inc. | 784 | −38,56 | 15 | −39,13 | ||||
| 2025-08-12 | 13F | Inscription Capital, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | Smith, Moore & Co. | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-29 | 13F | Private Trust Co Na | 9 293 | 0,00 | 176 | 1,73 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 50 610 | −1,82 | 970 | 3,42 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 71 759 | 14,25 | 1 | 0,00 | ||||
| 2025-08-14 | 13F | Fwl Investment Management, Llc | 72 505 | −0,71 | 1 377 | 0,81 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 1 556 456 | 7,81 | 29 557 | 9,48 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 188 336 | 14,14 | 4 | 0,00 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 33 739 | 7,21 | 641 | 8,84 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 10 202 | −23,53 | 194 | −22,49 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 34 432 | 87,20 | 654 | 90,38 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 324 397 | 202,28 | 6 160 | 207,08 | ||||
| 2025-04-21 | 13F | Ronald Blue Trust, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-04-22 | 13F | Castleview Partners, Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 5 | 0,00 | 0 | |||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 20 405 | 6,93 | 387 | 8,71 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 1 209 178 | 8,67 | 22 962 | 10,36 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 67 214 | 87,62 | 1 276 | 90,73 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 54 156 | −1,48 | 1 028 | 0,10 | ||||
| 2025-04-10 | 13F | Clarus Wealth Advisors | 0 | −100,00 | 0 | |||||
| 2025-05-14 | 13F | Capital Analysts, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 1 | 0,00 | 0 | |||||
| 2025-08-13 | 13F | StoneX Group Inc. | 49 757 | −2,12 | 945 | −0,63 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 264 187 | 419,44 | 5 017 | 427,44 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 15 706 | 298 | ||||||
| 2025-07-09 | 13F | Beacon Financial Group | 123 016 | −5,75 | 2 336 | −4,26 | ||||
| 2025-08-11 | 13F | Pinnacle Financial Group, LLC / IL | 13 891 | 33,54 | 264 | 35,57 | ||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 14 207 | −19,33 | 270 | −18,24 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 15 444 691 | −8,47 | 293 295 | −7,05 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 722 611 | 4,21 | 13 702 | 5,67 | ||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 951 002 | 65,65 | 18 060 | 68,23 | ||||
| 2025-07-15 | 13F | Financial Partners Group, Inc | 28 238 | 536 | ||||||
| 2025-08-14 | 13F | Fiduciary Trust Co | 0 | −100,00 | 0 | |||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 11 658 | −25,13 | 221 | −24,05 | ||||
| 2025-08-13 | 13F | Virtue Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Mirae Asset Global Investments Co., Ltd. | 48 000 | 11,15 | 912 | 13,17 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 41 481 | −3,48 | 788 | −1,99 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 101 965 | 0,24 | 1 936 | 1,79 | ||||
| 2025-07-10 | 13F | ARS Wealth Advisors Group, LLC | 14 240 | −0,70 | 270 | 0,75 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 3 410 | 0,00 | 65 | 1,59 | ||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 138 271 | 2,10 | 2 626 | 3,67 | ||||
| 2025-08-12 | 13F | SlateStone Wealth, LLC | 30 000 | 0,00 | 1 | |||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 31 358 | 0,08 | 595 | 1,88 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 262 064 | 7,89 | 4 977 | 9,56 | ||||
| 2025-08-05 | 13F | Welch & Forbes Llc | 146 708 | 0,00 | 2 786 | 1,53 | ||||
| 2025-08-13 | 13F | Maia Wealth LLC | 27 617 | −7,32 | 524 | −2,78 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 23 392 | 444 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 25 265 | −0,37 | 480 | 1,05 | ||||
| 2025-07-08 | 13F | Adamsbrown Wealth Consultants Llc | 863 024 | 4,69 | 16 389 | 6,31 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 172 601 | 7,01 | 3 278 | 8,65 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 151 555 | 231,78 | 2 878 | 237,00 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 66 478 | 5,12 | 1 262 | 6,77 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 176 044 | 138,77 | 3 343 | 142,60 | ||||
| 2025-07-17 | 13F | Walker Asset Management, LLC | 82 211 | 0,01 | 1 561 | 1,56 | ||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 70 163 | 19,87 | 1 332 | 21,76 | ||||
| 2025-07-11 | 13F | Shelton Wealth Management, Llc | 56 668 | −65,81 | 1 076 | −65,27 | ||||
| 2025-07-28 | 13F | Essex LLC | 763 618 | −5,25 | 14 501 | −3,78 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 3 727 860 | −2,87 | 70 792 | −1,36 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 38 636 | 7,44 | 1 | |||||
| 2025-08-12 | 13F | Viawealth, Llc | 16 434 | 8,09 | 312 | 9,86 | ||||
| 2025-07-21 | 13F | Synergy Financial Management, LLC | 202 340 | 3 842 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 289 017 | −7,69 | 5 | 0,00 | ||||
| 2025-08-08 | 13F | Collaborative Wealth Managment Inc. | 40 326 | 766 | ||||||
| 2025-05-01 | 13F | TFR Capital, LLC. | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Hickory Asset Management, Inc. | 49 664 | 1,39 | 943 | 3,06 | ||||
| 2025-08-13 | 13F | Capital Advisors Wealth Management, LLC | 14 760 | 27,64 | 280 | 29,63 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 158 831 | 6,45 | 3 016 | 8,10 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 18 548 | −57,23 | 352 | −56,54 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 1 000 | 0,00 | 19 | 5,56 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 115 827 | −40,67 | 2 200 | −39,75 | ||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 1 500 | 0,00 | 28 | 0,00 | ||||
| 2025-07-15 | 13F | Elevated Capital Advisors, LLC | 374 347 | 0,00 | 7 000 | 0,00 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 21 424 | −13,54 | 408 | −12,10 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 1 711 | 0,00 | 32 | 3,23 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 54 488 | −2,08 | 1 036 | 2,07 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 10 700 | −73,12 | 203 | −72,72 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 17 454 | 331 |
