Grundläggande statistik
| Institutionella ägare | 152 total, 152 long only, 0 short only, 0 long/short - change of 5,52% MRQ |
| Genomsnittlig portföljallokering | 0.3499 % - change of −9,07% MRQ |
| Institutionella aktier (lång) | 18 627 973 (ex 13D/G) - change of 1,50MM shares 8,78% MRQ |
| Institutionellt värde (lång) | $ 755 243 USD ($1000) |
Institutionellt ägande och aktieägare
Listed Funds Trust - Horizon Kinetics Inflation Beneficiaries ETF (US:INFL) har 152 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 18,627,973 aktier. Största aktieägare inkluderar Jpmorgan Chase & Co, Oxford Financial Group Ltd, LPL Financial LLC, Wells Fargo & Company/mn, Royal Bank Of Canada, One Charles Private Wealth Services, LLC, Rockefeller Capital Management L.P., UBS Group AG, Bank of New York Mellon Corp, and Janney Montgomery Scott LLC .
Listed Funds Trust - Horizon Kinetics Inflation Beneficiaries ETF (ARCA:INFL) 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 43,66 / share. Previously, on September 16, 2024, the share price was 36,84 / share. This represents an increase of 18,51% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-25 | 13F/A | Promus Capital, LLC | 300 | 0,00 | 13 | 0,00 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 0 | −100,00 | 0 | |||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 39 704 | 282,54 | 1 674 | 297,62 | ||||
| 2025-08-14 | 13F | TT Capital Management LLC | 9 362 | 386 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 12 009 | 9,36 | 506 | 13,45 | ||||
| 2025-08-12 | 13F | Waterloo Capital, L.P. | 95 399 | 4 023 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 7 053 | −9,44 | 0 | |||||
| 2025-04-23 | 13F | VisionPoint Advisory Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 41 | 2 | ||||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 4 937 | −1,24 | 208 | 2,46 | ||||
| 2025-07-14 | 13F | Painted Porch Advisors LLC | 420 | 0,00 | 18 | 0,00 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 4 788 | 202 | ||||||
| 2025-07-29 | 13F | Private Trust Co Na | 865 | 801,04 | 36 | 1 100,00 | ||||
| 2025-08-06 | 13F | Garrison Point Advisors, Llc | 9 929 | −2,74 | 419 | 0,97 | ||||
| 2025-08-08 | 13F | EagleClaw Capital Managment, LLC | 87 555 | 1,14 | 3 692 | 4,92 | ||||
| 2025-07-28 | 13F | Copia Wealth Management | 12 469 | 55,32 | 526 | 61,04 | ||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 840 | 0,00 | 35 | 2,94 | ||||
| 2025-07-31 | 13F | Brinker Capital Investments, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-08 | 13F | Lowe Wealth Advisors, LLC | 245 118 | 4,16 | 10 337 | 8,05 | ||||
| 2025-08-08 | 13F | Creative Planning | 6 547 | −0,86 | 276 | 2,99 | ||||
| 2025-05-15 | 13F | Hrt Financial Lp | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Bank of Jackson Hole Trust | 1 433 | 60 | ||||||
| 2025-08-07 | 13F | King Luther Capital Management Corp | 696 | 3,73 | ||||||
| 2025-08-14 | 13F | Colony Group, LLC | 40 288 | 70,85 | 1 699 | 77,24 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 29 857 | 0,00 | 1 259 | 3,79 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 84 636 | 3 569 | ||||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 120 943 | −9,90 | 5 100 | −6,52 | ||||
| 2025-07-21 | 13F/A | Abacus Planning Group, Inc. | 47 345 | 21,78 | 1 997 | 26,33 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 96 756 | −4,17 | 4 080 | −0,58 | ||||
| 2025-07-30 | 13F | Lionsbridge Wealth Management LLC | 41 706 | −1,80 | 1 759 | 1,85 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 660 707 | 39,10 | 27 862 | 44,31 | ||||
| 2025-08-12 | 13F | Auxano Advisors, LLC | 12 897 | −25,61 | 544 | −22,87 | ||||
| 2025-07-31 | 13F | Carlton Hofferkamp & Jenks Wealth Management, LLC | 8 054 | −8,48 | 335 | −4,83 | ||||
| 2025-08-14 | 13F | Fmr Llc | 4 | 300,00 | 0 | |||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 9 533 | 0,43 | 402 | 4,16 | ||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 22 615 | −7,18 | 954 | −3,74 | ||||
| 2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 11 849 | −3,08 | 500 | 0,60 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 10 498 | 87,46 | 443 | 94,71 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 39 267 | 3,40 | 1 656 | 7,26 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 69 407 | 2 927 | ||||||
| 2025-07-30 | 13F | Schwartz Investment Counsel Inc | 19 000 | 0,00 | 801 | 3,76 | ||||
| 2025-08-12 | 13F | Meridian Wealth Advisors, LLC | 14 778 | 48,25 | 623 | 53,83 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 7 346 | −17,89 | 310 | −9,12 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 73 142 | 0,25 | 3 084 | 4,01 | ||||
| 2025-08-14 | 13F | Intrepid Family Office Llc | 85 000 | 0,00 | 3 584 | 3,73 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 261 245 | −0,37 | 11 017 | 3,36 | ||||
| 2025-07-11 | 13F | Compass Ion Advisors, LLC | 38 766 | −1,14 | 1 635 | 2,57 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 338 868 | 12,74 | 14 290 | 16,96 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 14 412 | 608 | ||||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 25 760 | 0,00 | 1 094 | 4,39 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 122 583 | −1,64 | 5 169 | 2,03 | ||||
| 2025-05-02 | 13F | BlackRock, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 156 922 | 11,83 | 6 617 | 16,01 | ||||
| 2025-08-14 | 13F | STAR Financial Bank | 0 | −100,00 | 0 | |||||
| 2025-07-30 | NP | ENDW - Cambria Endowment Style ETF | 1 643 | 69 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 274 555 | 0,95 | 12 | 0,00 | ||||
| 2025-08-18 | 13F | Second Line Capital, LLC | 5 184 | −6,26 | 219 | −2,68 | ||||
| 2025-08-05 | 13F | Atlas Wealth Partners, LLC | 121 905 | 1,35 | 5 | 25,00 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 50 199 | 9,34 | 2 117 | 13,40 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 61 | −12,86 | 3 | 0,00 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 1 208 | 0,00 | 51 | 2,04 | ||||
| 2025-08-14 | 13F | Coastal Bridge Advisors, LLC | 35 855 | 5,39 | 1 512 | 9,33 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 199 321 | 100,44 | 8 405 | 107,94 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 38 | 0,00 | 0 | |||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 9 078 | −12,15 | 383 | −9,05 | ||||
| 2025-07-31 | 13F | Trademark Financial Management, LLC | 9 989 | 4,07 | 421 | 7,95 | ||||
| 2025-07-16 | 13F | One + One Wealth Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 19 658 | −24,34 | 1 | −100,00 | ||||
| 2025-08-14 | 13F | Principia Wealth Advisory, LLC | 8 838 | 13,76 | 372 | 24,41 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 0 | −100,00 | 0 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 0 | −100,00 | 0 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 49 918 | −0,05 | 2 105 | 3,69 | ||||
| 2025-04-04 | 13F | Quent Capital, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 122 600 | −28,72 | 5 170 | −26,05 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 11 474 | −1,73 | 484 | 1,90 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 9 388 | 0,10 | 396 | 3,67 | ||||
| 2025-08-14 | 13F | Coppell Advisory Solutions LLC | 0 | −100,00 | 0 | |||||
| 2025-05-07 | 13F | Spectrum Wealth Counsel, LLC | 3 861 | 0,00 | 157 | 6,12 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 51 514 | 1,86 | 2 172 | 5,69 | ||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 34 101 | 1 438 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 41 591 | 54,72 | 1 754 | 60,53 | ||||
| 2025-07-15 | 13F | Cranbrook Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Morgan Stanley | 32 413 | 427,56 | 1 367 | 448,59 | ||||
| 2025-07-08 | 13F | Baker Ellis Asset Management LLC | 21 570 | −7,89 | 910 | −4,42 | ||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 16 941 | −8,83 | 714 | −5,43 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 85 558 | 0,01 | 3 594 | 3,36 | ||||
| 2025-08-13 | 13F | Financial Freedom, LLC | 215 | 0,47 | 9 | 12,50 | ||||
| 2025-08-07 | 13F | Proficio Capital Partners LLC | 66 315 | 370,99 | 2 797 | 388,81 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 12 000 | 0,00 | 506 | 3,90 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 96 004 | 6,77 | 4 048 | 10,75 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 9 905 | 12,40 | 418 | 16,48 | ||||
| 2025-08-14 | 13F | Comerica Bank | 1 019 | −29,24 | 43 | −27,59 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 14 234 | −4,12 | 600 | −0,50 | ||||
| 2025-07-23 | 13F | Pure Portfolios Holdings Llc | 16 217 | 6,19 | 684 | 10,16 | ||||
| 2025-08-14 | 13F | First Foundation Advisors | 37 762 | 1 592 | ||||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 17 461 | 736 | ||||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 4 870 | 205 | ||||||
| 2025-07-31 | 13F | Stegent Equity Advisors, Inc. | 20 373 | −0,85 | 859 | 2,87 | ||||
| 2025-08-13 | 13F | Truvestments Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-08-18 | 13F/A | Kestra Investment Management, LLC | 149 653 | −46,30 | 6 311 | −44,30 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 279 661 | 10,49 | 12 | 10,00 | ||||
| 2025-07-29 | 13F | Straight Path Wealth Management | 17 355 | 3,58 | 732 | 7,34 | ||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 20 816 | 871 | ||||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 7 100 | 24,56 | 299 | 29,44 | ||||
| 2025-07-31 | 13F | Longview Financial Advisors, Inc. | 165 818 | −1,74 | 6 993 | 1,94 | ||||
| 2025-07-18 | 13F | Philip James Wealth Mangement, LLC | 150 777 | 1,24 | 6 358 | 5,02 | ||||
| 2025-07-28 | 13F | Mowery & Schoenfeld Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-18 | NP | GVEQX - Government Street Equity Fund | 25 000 | 1 054 | ||||||
| 2025-08-11 | 13F | Aspen Investment Management Inc | 5 914 | 0,00 | 0 | |||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 173 656 | 2,70 | 7 323 | 6,55 | ||||
| 2025-07-17 | 13F | Moody Lynn & Lieberson, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 25 264 | 260,97 | 1 065 | 275,00 | ||||
| 2025-08-14 | 13F | UBS Group AG | 336 085 | −14,65 | 14 173 | −11,46 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 20 558 | 0,62 | 867 | 4,34 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 2 674 | −56,19 | 113 | −54,84 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 36 294 | 0,75 | 1 531 | 4,51 | ||||
| 2025-05-06 | 13F | Hamilton Point Investment Advisors, LLC | Call | 0 | −100,00 | 0 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 33 531 | 238,70 | 1 414 | 251,49 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 1 188 679 | 4,52 | 50 127 | 8,43 | ||||
| 2025-08-12 | 13F | Horizon Kinetics Asset Management Llc | 102 956 | 4,69 | 4 342 | 8,61 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 62 | 3 | ||||||
| 2025-05-14 | 13F | Flow Traders U.s. Llc | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 5 238 | 221 | ||||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 100 | 0,00 | 0 | |||||
| 2025-07-21 | 13F | Hilltop National Bank | 188 413 | 51,81 | 7 945 | 68,11 | ||||
| 2025-08-01 | 13F | Ferguson Shapiro LLC | 15 181 | −18,94 | 640 | −15,90 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 2 100 | 16,67 | 89 | 20,55 | ||||
| 2025-08-12 | 13F | One Charles Private Wealth Services, LLC | 496 766 | 1,87 | 20 949 | 5,68 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 26 717 | 272,36 | 1 127 | 286,94 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 42 054 | 20,17 | 1 773 | 24,68 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 4 775 405 | 15,15 | 201 379 | 19,45 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 14 700 | 620 | |||||
| 2025-08-14 | 13F | LM Advisors LLC | 7 074 | 0 | ||||||
| 2025-07-29 | 13F | Mezzasalma Advisors, LLC | 14 805 | 0,43 | 624 | 4,17 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 63 | 0,00 | 3 | 0,00 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 110 448 | −4,99 | 4 658 | −2,45 | ||||
| 2025-08-07 | 13F | Guidance Capital, Inc | 22 667 | 9,37 | 932 | 8,12 | ||||
| 2025-08-13 | 13F | Crescent Grove Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 31 | −46,55 | 1 | −50,00 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 158 | 0,00 | 7 | 0,00 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 478 | 16,30 | 20 | 25,00 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 44 985 | −1,64 | 1 897 | 2,04 | ||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 7 725 | 322 | ||||||
| 2025-08-14 | 13F | NCM Capital Management, LLC | 107 349 | 15,47 | 4 526 | 19,77 | ||||
| 2025-07-22 | 13F | Autumn Glory Partners, LLC | 13 623 | 0,00 | 574 | 3,80 | ||||
| 2025-08-14 | 13F | Group One Trading, L.p. | 100 | 4 | ||||||
| 2025-08-14 | 13F | Pecaut & Co. | 48 150 | 0,00 | 2 030 | 3,73 | ||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 37 | 0 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 741 | 31 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Kayne Anderson Rudnick Investment Management Llc | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 2 050 | 0,00 | 86 | 3,61 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 49 541 | 265,99 | 2 048 | 272,36 | ||||
| 2025-08-13 | 13F | Independent Family Office, LLC | 134 886 | 28,03 | 5 763 | 34,56 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 639 896 | 16,23 | 26 984 | 20,57 | ||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 113 925 | −0,64 | 4 804 | 3,09 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 2 115 | −33,07 | 89 | −30,47 | ||||
| 2025-07-11 | 13F | Caldwell Securities, Inc | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Macroview Investment Management Llc | 7 874 | 0,08 | 332 | 4,08 | ||||
| 2025-07-16 | 13F | Magnus Financial Group LLC | 4 773 | 201 | ||||||
| 2025-08-05 | 13F | Aviance Capital Partners, LLC | 5 897 | 0,10 | 249 | 3,77 | ||||
| 2025-07-31 | 13F | Briaud Financial Planning, Inc | 712 | 0,00 | 0 | |||||
| 2025-08-13 | 13F | Cerity Partners LLC | 42 852 | 3,97 | 1 807 | 7,88 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 233 | 10 | ||||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 50 | 0,00 | 2 | 0,00 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 20 131 | 51,16 | 849 | 56,75 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 15 094 | 62,02 | 637 | 68,25 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-16 | 13F | Signaturefd, Llc | 211 | 0,48 | 9 | 0,00 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 215 | 9 | ||||||
| 2025-08-04 | 13F | JDM Financial Group LLC | 273 | 0,00 | 12 | 0,00 | ||||
| 2025-08-06 | 13F | Pekin Hardy Strauss, Inc. | 57 788 | −0,08 | 2 437 | 3,66 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 14 559 | 1,17 | 614 | 4,97 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 307 225 | −3,58 | 12 956 | 0,02 | ||||
| 2025-08-14 | 13F | Oxford Financial Group Ltd | 4 002 592 | 0,18 | 168 789 | 3,92 | ||||
| 2025-08-08 | 13F | Cornerstone Advisors Asset Management, Inc | 15 031 | 0,00 | 634 | 3,60 | ||||
| 2025-04-15 | 13F | Reuter James Wealth Management, Llc | 0 | −100,00 | 0 |
