Grundläggande statistik
| Institutionella ägare | 134 total, 134 long only, 0 short only, 0 long/short - change of −2,19% MRQ |
| Genomsnittlig portföljallokering | 0.3996 % - change of 15,32% MRQ |
| Institutionella aktier (lång) | 13 772 794 (ex 13D/G) - change of 2,14MM shares 18,35% MRQ |
| Institutionellt värde (lång) | $ 628 221 USD ($1000) |
Institutionellt ägande och aktieägare
Goldman Sachs ETF Trust - Goldman Sachs Ultra Short Bond ETF (US:GSST) har 134 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 13,772,794 aktier. Största aktieägare inkluderar Morgan Stanley, Cwm, Llc, Goldman Sachs Group Inc, LPL Financial LLC, Amplius Wealth Advisors, LLC, Wells Fargo & Company/mn, Raymond James Financial Inc, Colony Group, LLC, KAGCX - Kensington Dynamic Growth Fund Class C Shares, and Kensington Asset Management, LLC .
Goldman Sachs ETF Trust - Goldman Sachs Ultra Short Bond ETF (BATS:GSST) 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 50,60 / share. Previously, on September 12, 2024, the share price was 50,49 / share. This represents an increase of 0,22% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-14 | 13F | Buska Wealth Management, LLC | 4 292 | −12,94 | 217 | −12,85 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 36 378 | 37,52 | 1 839 | 37,65 | ||||
| 2025-08-01 | 13F | Private Wealth Partners, LLC | 36 750 | −46,93 | 1 858 | −46,90 | ||||
| 2025-08-04 | 13F | Amplius Wealth Advisors, LLC | 692 859 | 8,02 | 35 033 | 8,08 | ||||
| 2025-08-01 | 13F | Wincap Financial Llc | 181 951 | 9 200 | ||||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 21 459 | −21,61 | 1 085 | −21,55 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 0 | −100,00 | 0 | |||||
| 2025-05-01 | 13F | Coastal Investment Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Stifel Financial Corp | 58 287 | 1,00 | 2 947 | 1,06 | ||||
| 2025-08-12 | NP | KAGCX - Kensington Dynamic Growth Fund Class C Shares | 470 267 | 23 779 | ||||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 28 652 | 16,05 | 1 449 | 16,12 | ||||
| 2025-08-05 | 13F | Navalign, LLC | 6 111 | 0,20 | 309 | 0,32 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-07 | 13F | David R. Rahn & Associates Inc. | 121 239 | −26,69 | 6 130 | −26,65 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 16 539 | 1,02 | 836 | 1,70 | ||||
| 2025-08-12 | 13F | Inscription Capital, LLC | 219 540 | 11 101 | ||||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 6 148 | 0,00 | 311 | 0,00 | ||||
| 2025-07-29 | 13F | Burford Brothers, Inc. | 14 493 | 0,67 | 733 | 0,69 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 81 610 | 4 | ||||||
| 2025-08-11 | 13F | Retirement Capital Strategies | 92 132 | 4 659 | ||||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 158 996 | −51,55 | 8 039 | −51,53 | ||||
| 2025-07-15 | 13F | Financial Management Professionals, Inc. | 500 | −50,00 | 25 | −50,00 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 13 064 | 11,46 | 661 | 11,66 | ||||
| 2025-08-04 | 13F | Spinnaker Trust | 308 268 | −2,88 | 15 587 | −2,83 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 54 930 | 1,33 | 2 777 | 1,39 | ||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 146 254 | 10,42 | 7 395 | 10,49 | ||||
| 2025-07-17 | 13F | Wagner Wealth Management, Llc | 568 | 0,00 | 29 | 0,00 | ||||
| 2025-07-28 | 13F | Patten & Patten Inc/tn | 338 414 | 6,05 | 17 112 | 6,09 | ||||
| 2025-07-09 | 13F | VisionPoint Advisory Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Sigma Planning Corp | 7 509 | 39,47 | 380 | 39,34 | ||||
| 2025-07-16 | 13F | Tru Independence Asset Management 2, Llc | 9 462 | 0,00 | 478 | 0,00 | ||||
| 2025-08-12 | 13F | Clearwater Capital Advisors, LLC | 6 829 | 0,00 | 345 | 0,00 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 6 036 | 0,00 | 0 | |||||
| 2025-08-12 | 13F | LPL Financial LLC | 795 661 | 35,86 | 40 232 | 35,92 | ||||
| 2025-08-07 | 13F | Beese Fulmer Investment Management, Inc. | 5 865 | 0,00 | 297 | 0,00 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 495 | −30,58 | 25 | −28,57 | ||||
| 2025-07-16 | 13F | Dakota Wealth Management | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 27 068 | −1,80 | 1 369 | −1,79 | ||||
| 2025-08-07 | 13F | Brio Consultants, LLC | 43 523 | −21,54 | 2 201 | −21,51 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 9 909 | 501 | ||||||
| 2025-08-14 | 13F | Transamerica Financial Advisors, Inc. | 8 | 0,00 | 0 | |||||
| 2025-07-08 | 13F | Atlas Brown,Inc. | 8 500 | 13,33 | 430 | 13,19 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 22 256 | −5,25 | 1 125 | −5,22 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 1 035 189 | 25,01 | 52 | 26,83 | ||||
| 2025-07-28 | 13F | Elmwood Wealth Management, Inc. | 9 515 | −8,23 | 481 | −8,03 | ||||
| 2025-08-15 | 13F | Global View Capital Management LLC | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Green Square Capital Advisors Llc | 110 104 | 75,53 | 5 567 | 75,62 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 1 | 0,00 | 0 | |||||
| 2025-08-13 | 13F | Avestar Capital, LLC | 435 277 | 9,24 | 22 009 | 9,29 | ||||
| 2025-07-09 | 13F | Keystone Wealth Services, LLC | 12 735 | 644 | ||||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 47 262 | 30,30 | 2 390 | 30,33 | ||||
| 2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 6 472 | −93,11 | 327 | −93,11 | ||||
| 2025-07-15 | 13F | Cassia Capital Partners, LLC | 113 947 | 3,54 | 5 762 | 3,60 | ||||
| 2025-08-14 | 13F | Comerica Bank | 3 389 | −22,32 | 171 | −22,27 | ||||
| 2025-08-12 | 13F | Eldridge Investment Advisors, Inc. | 36 666 | 1 847 | ||||||
| 2025-07-17 | 13F | G&S Capital LLC | 39 930 | 25,66 | 2 019 | 25,79 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 6 965 | 352 | ||||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 5 674 | 287 | ||||||
| 2025-07-23 | 13F | Heck Capital Advisors, LLC | 5 560 | 30,58 | 281 | 30,70 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 36 558 | 28,81 | 1 848 | 28,87 | ||||
| 2025-07-22 | 13F | Mascoma Wealth Management LLC | 466 | 0,00 | 24 | 0,00 | ||||
| 2025-08-11 | 13F | North Forty Two & Co. | 5 553 | 0,00 | 281 | 0,00 | ||||
| 2025-08-12 | 13F | Fortis Capital Management LLC | 35 571 | 13,44 | 1 799 | 13,51 | ||||
| 2025-07-10 | 13F | Three Seasons Wealth, LLC | 4 043 | −96,93 | 204 | −96,93 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 6 576 | −5,69 | 0 | |||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Alpha Omega Wealth Management LLC | 231 822 | 37,40 | 11 722 | 37,46 | ||||
| 2025-07-25 | 13F | Northwest Capital Management Inc | 996 | 0,00 | 50 | 0,00 | ||||
| 2025-04-23 | 13F | Mascagni Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Brinker Capital Investments, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 19 159 | −38,86 | 969 | −38,85 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 12 037 | 1 | ||||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 0 | −100,00 | 0 | |||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Assetmark, Inc | 7 296 | 369 | ||||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 15 418 | 14,66 | 780 | 14,73 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 2 079 | 58,82 | 105 | 59,09 | ||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 31 831 | 76,55 | 1 610 | 76,54 | ||||
| 2025-08-05 | 13F | Hutchens & Kramer Investment Management Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-05-13 | 13F | Tyler-Stone Wealth Management | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Rock Point Advisors, LLC | 11 875 | 0,00 | 600 | 0,00 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 532 522 | 23,63 | 26 926 | 23,69 | ||||
| 2025-04-21 | 13F | Community Bank, N.A. | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Tiemann Investment Advisors, Llc | 171 069 | 30,52 | 8 650 | 30,59 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 1 787 456 | 14,11 | 90 381 | 14,16 | ||||
| 2025-08-08 | 13F | TD Capital Management LLC | 11 429 | 1,15 | 578 | 1,05 | ||||
| 2025-05-15 | 13F | Bank Of America Corp /de/ | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 249 808 | 877,38 | 12 631 | 878,39 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Sage Rhino Capital Llc | 106 568 | −12,18 | 5 389 | −12,13 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 40 548 | −82,17 | 2 050 | −82,16 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 21 971 | 1 111 | ||||||
| 2025-07-15 | 13F | Regatta Capital Group, Llc | 18 868 | 9,43 | 954 | 9,53 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 261 | 13 | ||||||
| 2025-08-14 | 13F | Synovus Financial Corp | 13 900 | 0,58 | 703 | 0,57 | ||||
| 2025-07-09 | 13F | Channel Wealth Llc | 21 395 | −2,73 | 1 082 | −2,70 | ||||
| 2025-08-06 | 13F | Financial Advisory Corp /ut/ /adv | 9 120 | 1,23 | 0 | |||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 778 | 39 | ||||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 10 351 | −3,98 | 523 | −3,86 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 4 673 | 0,00 | 236 | 0,00 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 8 286 | 419 | ||||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 7 269 | 368 | ||||||
| 2025-07-24 | 13F | Blair William & Co/il | 318 | 30,33 | 16 | 33,33 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 5 850 | −54,67 | 296 | −54,75 | ||||
| 2025-08-12 | 13F | Kensington Asset Management, LLC | 470 267 | 23 779 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 27 147 | 53,65 | 1 373 | 53,81 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 37 367 | 4 956,43 | 1 | −100,00 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | GWM Advisors LLC | 53 992 | 5,94 | 2 730 | 6,02 | ||||
| 2025-07-14 | 13F | Golden State Equity Partners | 20 506 | −17,05 | 1 037 | −17,05 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 39 858 | 29,07 | 2 | 100,00 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 141 576 | 7,51 | 7 159 | 7,56 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 53 863 | 141,13 | 2 724 | 141,19 | ||||
| 2025-07-24 | 13F | Eastern Bank | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Potentia Wealth | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 44 430 | 12,43 | 2 247 | 12,47 | ||||
| 2025-08-15 | 13F | Synergy Financial Group, LTD | 7 303 | −33,13 | 369 | −33,03 | ||||
| 2025-07-16 | 13F | Register Financial Advisors LLC | 8 700 | 0,00 | 440 | 0,00 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Virtue Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Mariner, LLC | 43 242 | 3,10 | 2 186 | 3,16 | ||||
| 2025-04-30 | 13F | Beverly Hills Private Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 1 414 | −1,87 | 72 | −1,39 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 28 824 | −1,95 | 1 457 | −1,89 | ||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Creative Planning | 8 981 | −26,45 | 454 | −26,42 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 664 255 | 19,57 | 33 587 | 19,63 | ||||
| 2025-07-08 | 13F | Atwood & Palmer Inc | 10 875 | −73,08 | 550 | −73,10 | ||||
| 2025-07-08 | 13F | Arlington Trust Co LLC | 25 | 0,00 | 1 | 0,00 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 63 | 270,59 | 3 | |||||
| 2025-08-27 | 13F | Barnes Wealth Management Group, Inc | 48 369 | 5,94 | 2 446 | 5,98 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 95 797 | −6,67 | 4 829 | −6,90 | ||||
| 2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 69 594 | −43,61 | 3 517 | −43,24 | ||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Swmg, Llc | 0 | −100,00 | 0 | |||||
| 2025-05-14 | 13F | Delta Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | McGowan Group Asset Management, Inc. | 324 307 | 8,46 | 16 398 | 8,51 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 1 029 085 | 20,01 | 52 035 | 20,07 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 36 149 | −70,00 | 1 828 | −70,00 | ||||
| 2025-07-30 | 13F | Lionsbridge Wealth Management LLC | 30 901 | −10,43 | 1 562 | −10,38 | ||||
| 2025-08-04 | 13F | Adell Harriman & Carpenter Inc | 122 252 | 23,73 | 6 182 | 23,79 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 1 500 | 76 | ||||||
| 2025-08-14 | 13F | TT Capital Management LLC | 5 157 | 260 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 35 816 | 67,05 | 2 | 0,00 | ||||
| 2025-08-14 | 13F | Betterment LLC | 84 367 | 29,13 | 4 | 33,33 | ||||
| 2025-08-08 | 13F/A | Ignite Planners, LLC | 79 711 | 6,04 | 4 025 | 6,45 | ||||
| 2025-08-06 | 13F | ZEGA Investments, LLC | 32 656 | 36,93 | 1 651 | 37,01 | ||||
| 2025-08-14 | 13F | UBS Group AG | 6 475 | −0,40 | 327 | −0,30 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 17 370 | 148,07 | 878 | 149,43 | ||||
| 2025-08-07 | 13F | Proficio Capital Partners LLC | 12 500 | −61,77 | 632 | −61,74 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 41 074 | 35,66 | 2 077 | 35,69 | ||||
| 2025-07-10 | 13F | CWC Advisors, LLC. | 5 826 | −7,30 | 295 | −7,26 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 524 771 | 17,62 | 26 535 | 17,67 | ||||
| 2025-08-25 | 13F | Fulcrum Equity Management | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Everest Management Corp. | 14 495 | 1,15 | 733 | 1,10 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 669 | −70,23 | 34 | −70,80 | ||||
| 2025-07-28 | 13F | Frazier Financial Advisors, LLC | 79 124 | 3,01 | 4 001 | 3,07 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-22 | 13F | Global Assets Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Worth Asset Management, LLC | 15 070 | 762 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 474 | 24 | ||||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 24 629 | 1 245 | ||||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 6 740 | 341 |
