Grundläggande statistik
| Institutionella ägare | 203 total, 203 long only, 0 short only, 0 long/short - change of 0,49% MRQ |
| Genomsnittlig portföljallokering | 0.1383 % - change of −23,82% MRQ |
| Institutionella aktier (lång) | 9 812 783 (ex 13D/G) - change of −0,42MM shares −4,11% MRQ |
| Institutionellt värde (lång) | $ 734 408 USD ($1000) |
Institutionellt ägande och aktieägare
First Trust Exchange-Traded AlphaDEX Fund - First Trust Large Cap Value AlphaDEX Fund (US:FTA) har 203 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 9,812,783 aktier. Största aktieägare inkluderar Morgan Stanley, UBS Group AG, LPL Financial LLC, Envestnet Asset Management Inc, Bank Of America Corp /de/, Cetera Investment Advisers, Raymond James Financial Inc, Royal Bank Of Canada, IHT Wealth Management, LLC, and Wells Fargo & Company/mn .
First Trust Exchange-Traded AlphaDEX Fund - First Trust Large Cap Value AlphaDEX Fund (NasdaqGM:FTA) 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 83,74 / share. Previously, on September 12, 2024, the share price was 76,69 / share. This represents an increase of 9,19% 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 | Smithfield Trust Co | 600 | 0,00 | 0 | |||||
| 2025-07-29 | 13F | Empirical Asset Management, LLC | 2 558 | 201 | ||||||
| 2025-07-10 | 13F | Secure Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 3 026 | 0,00 | 0 | |||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 153 141 | −2,87 | 12 | 0,00 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 100 072 | −5,34 | 7 869 | −2,98 | ||||
| 2025-07-23 | 13F | Meitav Dash Investments Ltd | 7 550 | 0,00 | 594 | 2,42 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 0 | 0 | ||||||
| 2025-07-29 | 13F | Kraft, Davis & Associates, LLC | 5 131 | 0,00 | 414 | 13,15 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 31 020 | 211,63 | 2 439 | 219,66 | ||||
| 2025-08-05 | 13F | American Institute for Advanced Investment Management, LLP | 6 260 | −12,39 | 492 | −10,22 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 227 | 0,00 | 18 | 0,00 | ||||
| 2025-08-08 | 13F | WealthTrust Asset Management, LLC | 2 849 | −32,73 | 224 | −30,86 | ||||
| 2025-04-10 | 13F | TrueWealth Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 0 | −100,00 | 0 | |||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 1 621 | 0,06 | 0 | |||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 3 911 | −7,10 | 308 | −4,36 | ||||
| 2025-08-07 | 13F | PFG Advisors | 16 518 | −29,41 | 1 299 | −27,69 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 8 183 | −0,94 | 643 | 1,58 | ||||
| 2025-07-09 | 13F | Keystone Wealth Services, LLC | 10 476 | 0,01 | 824 | 2,49 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 480 | 0,00 | 38 | 2,78 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 24 695 | −0,94 | 1 895 | −0,63 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 22 354 | 5,84 | 2 | 0,00 | ||||
| 2025-07-15 | 13F | Main Street Group, LTD | 360 | 0,00 | 28 | 3,70 | ||||
| 2025-07-30 | 13F/A | KPP Advisory Services LLC | 4 186 | 0,00 | 329 | 2,49 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 3 003 | 0,13 | 236 | 2,61 | ||||
| 2025-08-15 | 13F | Fsb Premier Wealth Management, Inc. | 23 274 | −13,69 | 1 830 | −11,51 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 42 769 | 6,15 | 3 363 | 8,77 | ||||
| 2025-04-29 | 13F | Resources Investment Advisors, LLC. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 201 948 | 0,31 | 15 879 | 2,81 | ||||
| 2025-05-05 | 13F | PCA Investment Advisory Services Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 240 535 | −18,82 | 18 913 | −16,80 | ||||
| 2025-08-07 | 13F | Blackhawk Capital Partners LLC. | 9 736 | −5,69 | 766 | −3,29 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 69 398 | −3,52 | 5 | 0,00 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 7 089 | −12,04 | 557 | −9,87 | ||||
| 2025-08-08 | 13F | 1776 Wealth LLC | 5 117 | 0,00 | 402 | 2,55 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 153 411 | 4,29 | 12 057 | 6,80 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 217 | 17 | ||||||
| 2025-07-17 | 13F | City Holding Co | 165 | 0,00 | 13 | 0,00 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 6 255 | 10,26 | 492 | 12,87 | ||||
| 2025-07-16 | 13F | Midwest Heritage Bank, FSB | 60 771 | −17,64 | 4 778 | −15,60 | ||||
| 2025-08-06 | 13F | Paladin Advisory Group, LLC | 46 | 4 | ||||||
| 2025-04-29 | 13F | Strategic Blueprint, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | −100,00 | 0 | |||||
| 2025-04-23 | 13F | Saxony Capital Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 3 774 | 297 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 8 832 | −0,06 | 694 | 2,51 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 300 | −3,54 | 24 | 0,00 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 872 484 | 0,91 | 68 603 | 3,42 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 963 | 0,00 | 76 | 2,74 | ||||
| 2025-08-06 | 13F | RFG - Bristol Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 43 782 | 0,43 | 3 443 | 2,93 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 15 003 | −4,29 | 1 180 | −1,91 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 124 | −39,22 | 10 | −40,00 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 4 301 | 2,43 | 338 | 4,97 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 2 695 | 212 | ||||||
| 2025-07-01 | 13F | Private Client Services, Llc | 3 778 | −3,75 | 297 | −1,33 | ||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 9 633 | 1 249,16 | 757 | 1 301,85 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 20 489 | 6,23 | 1 611 | 8,92 | ||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 563 | −8,90 | 44 | −6,38 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 21 363 | −1,46 | 2 | 0,00 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 7 741 | −0,67 | 609 | 1,84 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 9 615 | −55,83 | 756 | −54,73 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 14 912 | −61,71 | 1 173 | −60,76 | ||||
| 2025-05-14 | 13F | Jane Street Group, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 10 409 | −7,21 | 818 | −4,88 | ||||
| 2025-08-14 | 13F | Fmr Llc | 4 088 | 22,91 | 321 | 25,88 | ||||
| 2025-05-16 | 13F/A | Kestra Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 29 523 | −3,98 | 2 321 | −1,57 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 8 264 | −6,37 | 650 | −4,14 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 2 900 | 12,01 | 228 | 15,15 | ||||
| 2025-04-14 | 13F | City Center Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 415 281 | −1,56 | 32 654 | 0,89 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 7 436 | 0,57 | 604 | 11,87 | ||||
| 2025-08-04 | 13F/A | 626 Financial, LLC | 2 645 | 0,00 | 208 | 2,48 | ||||
| 2025-07-15 | 13F | Traction Financial Partners, LLC | 5 783 | 455 | ||||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 54 385 | −1,31 | 4 276 | 1,16 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 267 | 0 | ||||||
| 2025-08-13 | 13F | Virtue Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | GWM Advisors LLC | 25 983 | 2,30 | 2 043 | 4,88 | ||||
| 2025-08-18 | 13F | Tyler-Stone Wealth Management | 7 008 | 0,01 | 551 | 2,61 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 2 648 | 208 | ||||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 3 087 | −8,86 | 243 | −6,56 | ||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 3 523 | −21,85 | 277 | −20,00 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 199 | 16 | ||||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 9 698 | −64,58 | 763 | −63,71 | ||||
| 2025-07-29 | 13F | Cottonwood Capital Advisors, Llc | 60 935 | −1,65 | 4 791 | 0,80 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 46 | 0,00 | 4 | 0,00 | ||||
| 2025-07-17 | 13F | Northwest Wealth Management, Llc | 2 836 | 0,00 | 223 | 2,30 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 137 099 | 22,81 | 11 | 25,00 | ||||
| 2025-07-23 | 13F | REAP Financial Group, LLC | 3 087 | −26,90 | 243 | −25,08 | ||||
| 2025-07-15 | 13F | FLP Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-23 | 13F | Walkner Condon Financial Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 265 | 21 | ||||||
| 2025-08-01 | 13F | Winebrenner Capital Management Llc | 12 911 | −0,20 | 1 015 | 2,32 | ||||
| 2025-07-28 | 13F | Triton Wealth Management, PLLC | 23 681 | −0,96 | 1 914 | −1,69 | ||||
| 2025-05-15 | 13F | Advisory Services Network, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Sequent Planning LLC | 2 934 | −2,75 | 231 | −0,43 | ||||
| 2025-04-22 | 13F | LVZ Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Luminist Capital LLC | 211 | 0,00 | 17 | 0,00 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 690 | 54 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 20 478 | −2,86 | 1 610 | −0,43 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 56 462 | 5,67 | 4 440 | 8,29 | ||||
| 2025-08-29 | 13F | Total Investment Management Inc | 1 126 | 89 | ||||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 4 549 | 4,02 | 358 | 6,57 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 1 037 | 0,29 | 82 | 2,53 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 3 562 | −0,34 | 280 | 2,19 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 9 025 | −5,56 | 710 | 1,29 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 11 322 | 13,87 | 891 | 16,80 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 14 660 | 1,47 | 1 153 | 3,97 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 2 364 | −74,63 | 0 | |||||
| 2025-07-21 | 13F | Hilltop National Bank | 1 037 | 0,00 | 82 | 2,53 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 7 | −99,92 | 1 | −100,00 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 117 | −12,03 | 9 | −10,00 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 285 318 | −4,81 | 22 435 | −2,44 | ||||
| 2025-08-08 | 13F | Creative Planning | 43 332 | −54,33 | 3 407 | −53,19 | ||||
| 2025-07-14 | 13F | Iams Wealth Management, Llc | 35 387 | 5,15 | 2 783 | 7,79 | ||||
| 2025-08-13 | 13F | Elios Financial Group Inc. | 5 027 | 0,12 | 395 | 2,60 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 23 537 | −4,69 | 1 851 | −2,32 | ||||
| 2025-08-05 | 13F | EPG Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 2 666 | −0,60 | 210 | 2,96 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 207 | 0,00 | 16 | 6,67 | ||||
| 2025-07-23 | 13F | Morey & Quinn Wealth Partners, LLC | 7 650 | 0,00 | 602 | 2,56 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 14 916 | −3,36 | 1 215 | 6,95 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 898 | 0,00 | 71 | 2,94 | ||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 2 855 | 0,00 | 224 | 2,28 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 38 126 | −1,71 | 2 998 | 0,74 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 199 588 | −1,85 | 15 694 | 0,59 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 1 492 | 27,20 | 0 | |||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 5 328 | −22,99 | 419 | −21,13 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 9 824 | −15,24 | 772 | −12,87 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 4 127 | −61,18 | 324 | −60,25 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 3 774 | −85,40 | 297 | −85,07 | ||||
| 2025-08-12 | 13F | Clearwater Capital Advisors, LLC | 6 578 | −0,12 | 517 | 2,38 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 292 810 | −2,32 | 23 024 | 0,11 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-18 | 13F | Truist Financial Corp | 83 435 | −4,85 | 6 560 | −2,48 | ||||
| 2025-08-14 | 13F | MGB Wealth Management, LLC | 5 633 | 0,04 | 443 | 2,31 | ||||
| 2025-07-07 | 13F | Wesbanco Bank Inc | 3 284 | 0,00 | 258 | 2,79 | ||||
| 2025-07-09 | 13F | Key Client Fiduciary Advisors, LLC | 2 800 | −22,22 | 220 | −20,29 | ||||
| 2025-07-14 | 13F | ABLE Financial Group, LLC | 3 688 | −35,61 | 290 | −34,17 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 37 953 | 0,20 | 2 984 | 2,68 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 769 | 107,84 | 59 | 107,14 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 2 766 | −87,09 | 217 | −86,80 | ||||
| 2025-04-24 | 13F | Transcend Wealth Collective, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 153 | 0,00 | 12 | 9,09 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 80 780 | 23,85 | 6 352 | 26,94 | ||||
| 2025-07-28 | 13F | RMR Capital Management, LLC | 11 729 | −39,63 | 922 | −38,12 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 5 794 | 0,14 | 456 | 2,71 | ||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 2 563 | −9,27 | 202 | −6,94 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 202 848 | 78,88 | 15 950 | 83,34 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 38 692 | −4,08 | 3 042 | −1,68 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 16 623 | −11,13 | 1 307 | −8,86 | ||||
| 2025-08-14 | 13F | STAR Financial Bank | 6 801 | 121,10 | 535 | 127,23 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 4 679 | −11,62 | 368 | −9,61 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 34 077 | 2 679 | ||||||
| 2025-08-08 | 13F/A | Sequoia Financial Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 1 359 | 0,07 | 107 | 7,07 | ||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 4 621 | 4,17 | 363 | 6,76 | ||||
| 2025-07-23 | 13F | Tcfg Wealth Management, Llc | 13 971 | −0,19 | 1 099 | 2,33 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 8 714 | 31,18 | 683 | 35,52 | ||||
| 2025-08-14 | 13F | UBS Group AG | 974 046 | 2,03 | 76 589 | 4,57 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 17 144 | −2,08 | 1 354 | 0,82 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 39 709 | 5,99 | 3 122 | 8,63 | ||||
| 2025-05-15 | 13F | Hrt Financial Lp | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Richmond Investment Services, LLC | 13 438 | 100,09 | 1 057 | 105,05 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 154 | 0,00 | 12 | 9,09 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 85 016 | −18,71 | 6 685 | −16,69 | ||||
| 2025-07-30 | 13F | BlueChip Wealth Advisors LLC | 5 613 | 0,00 | 441 | 2,56 | ||||
| 2025-07-10 | 13F | Three Seasons Wealth, LLC | 8 008 | 0,00 | 630 | 2,44 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 2 072 545 | −3,19 | 162 964 | −0,78 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 40 070 | 3,48 | 3 151 | 6,06 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 430 | 0,00 | 34 | 3,13 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 207 122 | −3,00 | 16 286 | −0,59 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 2 280 | 0,00 | 179 | 2,87 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 1 381 | 196,99 | 109 | 208,57 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 8 819 | 368,10 | 693 | 381,25 | ||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 16 896 | −3,89 | 1 | 0,00 | ||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 2 516 | 0,00 | 198 | 2,07 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 14 288 | −2,60 | 1 123 | −0,18 | ||||
| 2025-08-07 | 13F | Runnymede Capital Advisors, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-01 | 13F | Bank of Jackson Hole Trust | 1 485 | 0,00 | 117 | 0,00 | ||||
| 2025-05-14 | 13F | Rockefeller Capital Management L.P. | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | D. E. Shaw & Co., Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 96 | −45,45 | 8 | −46,15 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 29 702 | −0,66 | 2 335 | 1,83 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 172 923 | −2,62 | 13 597 | −0,20 | ||||
| 2025-07-23 | 13F | Trueblood Wealth Management, LLC | 39 090 | 4,99 | 3 074 | 7,60 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 297 | −1,33 | 23 | 0,00 | ||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 131 282 | 22,68 | 10 323 | 25,74 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 3 451 | 12,70 | 271 | 15,81 | ||||
| 2025-08-08 | 13F | MTM Investment Management, LLC | 3 514 | −17,16 | 276 | −14,81 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 3 183 | 250 | ||||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 3 102 | 0,13 | 244 | 2,53 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 343 | 0,00 | 27 | 0,00 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 3 423 | 0,00 | 269 | 2,67 | ||||
| 2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 14 974 | 0,25 | 1 177 | 2,79 | ||||
| 2025-08-05 | 13F | Holistic Financial Partners | 132 191 | −1,41 | 10 394 | 1,04 | ||||
| 2025-07-16 | 13F | American National Bank | 79 | 0,00 | 6 | 0,00 | ||||
| 2025-08-06 | 13F | Eukles Asset Management | 8 987 | −1,78 | 707 | 0,71 | ||||
| 2025-08-14 | 13F | Pinnacle Family Advisors, LLC | 6 983 | 0,81 | 549 | 3,39 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 2 962 | 0,20 | 233 | 2,65 | ||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 3 617 | −39,89 | 284 | −38,39 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 784 | 0 | ||||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 18 845 | 3,15 | 1 482 | 6,70 | ||||
| 2025-08-12 | 13F | Virtu Financial LLC | 9 906 | −43,94 | 1 | −100,00 | ||||
| 2025-08-11 | 13F | Tidemark, LLC | 3 169 | −7,45 | 249 | −4,96 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 9 383 | −43,13 | 738 | −41,74 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 2 695 | 212 | ||||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 4 143 | 0,00 | 326 | 2,52 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 5 786 | 4,37 | 455 | 6,82 | ||||
| 2025-07-11 | 13F | Kaydan Wealth Management, Inc. | 91 273 | −66,99 | 7 177 | −66,17 | ||||
| 2025-07-16 | 13F | Independent Wealth Network Inc. | 5 570 | −0,64 | 438 | 1,86 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 342 742 | 13,37 | 26 950 | 16,19 | ||||
| 2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 267 944 | −3,88 | 21 067 | −1,49 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Aprio Wealth Management, LLC | 2 792 | 0,40 | 220 | 2,82 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 26 | 0,00 | 2 | 100,00 | ||||
| 2025-07-17 | 13F | Janney Capital Management LLC | 3 263 | 0,00 | 0 | |||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 93 783 | −1,34 | 7 374 | 1,11 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 1 624 | −47,60 | 128 | −46,41 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 2 861 | 230 | ||||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 300 | 0,00 | 24 | 0,00 | ||||
| 2025-08-13 | 13F | Proactive Wealth Strategies LLC | 5 547 | 0,40 | 0 | |||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 3 009 | 0,00 | 237 | 2,61 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 2 782 | −3,67 | 223 | 5,19 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 18 587 | −11,00 | 1 461 | −8,80 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 23 804 | 0,78 | 2 | 0,00 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 6 964 | 0,00 | 548 | 2,43 | ||||
| 2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 23 998 | −32,92 | 1 881 | −28,45 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Huntington National Bank | 150 | 2,76 |
Other Listings
| MX:FTA |
