KNG - First Trust Exchange-Traded Fund IV - FT Vest S&P 500 Dividend Aristocrats Target Income ETF Aktier - Aktiekurs, institutionellt ägande, aktieägare (BATS)

First Trust Exchange-Traded Fund IV - FT Vest S&P 500 Dividend Aristocrats Target Income ETF
US ˙ BATS ˙ US33739Q7051

Grundläggande statistik
Institutionella ägare 316 total, 316 long only, 0 short only, 0 long/short - change of −1,55% MRQ
Genomsnittlig portföljallokering 0.4211 % - change of −3,92% MRQ
Institutionella aktier (lång) 45 655 423 (ex 13D/G) - change of 1,44MM shares 3,25% MRQ
Institutionellt värde (lång) $ 2 104 817 USD ($1000)
Institutionellt ägande och aktieägare

First Trust Exchange-Traded Fund IV - FT Vest S&P 500 Dividend Aristocrats Target Income ETF (US:KNG) har 316 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 45,655,423 aktier. Största aktieägare inkluderar Morgan Stanley, LPL Financial LLC, Wells Fargo & Company/mn, Raymond James Financial Inc, UBS Group AG, Envestnet Asset Management Inc, Royal Bank Of Canada, Truist Financial Corp, Commonwealth Equity Services, Llc, and Cetera Investment Advisers .

First Trust Exchange-Traded Fund IV - FT Vest S&P 500 Dividend Aristocrats Target Income ETF (BATS:KNG) 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 19, 2025 is 49,50 / share. Previously, on September 20, 2024, the share price was 54,09 / share. This represents a decline of 8,49% over that period.

KNG / First Trust Exchange-Traded Fund IV - FT Vest S&P 500 Dividend Aristocrats Target Income ETF Institutional Ownership
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.

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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.

KNG / First Trust Exchange-Traded Fund IV - FT Vest S&P 500 Dividend Aristocrats Target Income ETF Historical Put/Call Ratio
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
(%)
2025-07-31 13F Topsail Wealth Management, LLC 6 610 1,54 325 −1,22
2025-08-14 13F/A Skopos Labs, Inc. 2 000 98
2025-08-14 13F Comerica Bank 40 971 −0,30 2 012 −3,13
2025-08-14 13F Royal Bank Of Canada 1 814 972 4,18 89 114 1,26
2025-08-11 13F Advisor Resource Council 0 −100,00 0
2025-08-12 13F Jacobi Capital Management LLC 8 536 2,01 419 −0,71
2025-08-12 13F Proequities, Inc. 0 0
2025-08-12 13F Cornerstone Wealth Management, LLC 38 860 −5,60 1 908 −8,23
2025-07-01 13F Harbor Investment Advisory, Llc 970 0,00 48 −4,08
2025-07-11 13F Farther Finance Advisors, LLC 100 097 90,29 4 915 85,15
2025-08-08 13F Wiser Advisor Group LLC 0 −100,00 0
2025-08-11 13F Nations Financial Group Inc, /ia/ /adv 45 077 9,21 2 213 6,14
2025-08-29 13F Centaurus Financial, Inc. 13 377 23,17 1
2025-08-13 13F Jones Financial Companies Lllp 0 −100,00 0
2025-08-14 13F Goldman Sachs Group Inc 5 781 −69,57 284 −70,49
2025-07-09 13F StrongBox Wealth, LLC 5 339 1,70 262 −1,13
2025-05-02 13F Capital A Wealth Management, LLC 4 −33,33 0
2025-05-15 13F/A Orion Portfolio Solutions, LLC 11 950 3,17 604 3,79
2025-08-08 13F WealthTrust Asset Management, LLC 6 322 −22,90 310 −25,12
2025-05-15 13F Talon Private Wealth, LLC 0 −100,00 0 −100,00
2025-08-04 13F Kovack Advisors, Inc. 6 706 5,47 329 2,49
2025-07-23 13F Kingswood Wealth Advisors, Llc 4 130 203
2025-07-18 13F Consolidated Planning Corp 6 993 −0,38 343 −3,11
2025-08-13 13F Baird Financial Group, Inc. 111 196 39,32 5 460 35,39
2025-04-10 13F Chronos Wealth Management, LLC 0 −100,00 0 −100,00
2025-04-24 13F Kraft, Davis & Associates, LLC 0 −100,00 0
2025-05-16 13F/A Kestra Investment Management, LLC 0 −100,00 0
2025-08-08 13F Larson Financial Group LLC 2 721 −38,95 134 −40,89
2025-07-09 13F Triumph Capital Management 52 648 68,99 2 585 64,34
2025-06-03 13F Invst, LLC 60 236 23,99 3 043 24,76
2025-07-14 13F Capital CS Group, LLC 5 620 276
2025-07-23 13F Opulen Financial Group LLC 7 078 −4,61 348 −7,22
2025-08-15 13F Fsb Premier Wealth Management, Inc. 9 018 1,86 443 −1,12
2025-08-11 13F Semus Wealth Partners LLC 10 308 1,65 506 −1,17
2025-08-08 13F Pnc Financial Services Group, Inc. 0 −100,00 0
2025-05-06 13F Alpha Omega Group, Inc. 176 679 2,03 8 926 2,66
2025-08-11 13F Summit Wealth Partners, LLC 16 191 −7,01 795 −9,67
2025-08-06 13F Strategic Financial Partners, Ltd. 8 068 −2,24 396 −4,81
2025-08-08 13F Thoroughbred Financial Services, Llc 0 −100,00 0
2025-08-13 13F SageView Advisory Group, LLC 5 540 −48,32 277 −48,98
2025-08-04 13F Creative Financial Designs Inc /adv 36 686 5,94 1 801 2,97
2025-07-08 13F Holcombe Financial, Inc. 61 997 9,94 3 044 6,88
2025-08-14 13F Harvest Investment Services, LLC 20 134 −1,45 989 −4,26
2025-09-04 13F Beacon Capital Management, Inc. 1 0
2025-05-15 13F Gts Securities Llc 0 −100,00 0
2025-07-28 13F RFG Advisory, LLC 129 315 34,05 6 349 30,29
2025-08-14 13F Stonehaven Wealth & Tax Solutions, Llc 27 664 1,67 1 358 −1,16
2025-08-06 13F AE Wealth Management LLC 25 757 −14,35 1 265 −16,79
2025-07-29 13F Balboa Wealth Partners 11 190 549
2025-08-11 13F Mach-1 Financial Group, Inc. 9 299 457
2025-07-30 13F Brookstone Capital Management 329 374 14,61 16 172 11,39
2025-07-16 13F Novem Group 8 960 40,15 440 36,34
2025-08-13 13F Cary Street Partners Financial Llc 0 −100,00 0
2025-09-09 13F NWF Advisory Services Inc. 28 700 0,88 1 409 −1,95
2025-07-25 13F We Are One Seven, LLC 13 581 0,53 667 −2,35
2025-07-10 13F Redhawk Wealth Advisors, Inc. 26 486 −7,10 1 300 −9,72
2025-08-08 13F 1776 Wealth LLC 13 337 0,97 655 −1,95
2025-08-15 13F Puff Wealth Management, Llc 16 374 8,60 804 5,52
2025-08-08 13F Compass Financial Services Inc 335 433 2,76 16 470 −0,13
2025-08-14 13F 10Elms LLP 2 825 0,00 139 −2,82
2025-07-25 13F Cwm, Llc 31 328 16,19 2 0,00
2025-09-04 13F/A Advisor Group Holdings, Inc. 819 849 5,59 40 262 2,63
2025-08-14 13F CoreCap Advisors, LLC 24 451 92,97 1 201 87,50
2025-07-15 13F Mather Group, Llc. 0 −100,00 0
2025-08-07 13F Kestra Private Wealth Services, Llc 54 048 7,45 2 654 4,41
2025-08-08 13F Capital Investment Advisory Services, LLC 58 913 9,52 2 893 6,44
2025-08-12 13F LPL Financial LLC 5 704 698 13,55 280 101 10,36
2025-07-07 13F OMNI 360 Wealth, Inc. 14 400 −10,00 707 −12,50
2025-08-04 13F Pensionmark Financial Group, Llc 19 668 966
2025-08-14 13F Ambassador Advisors, LLC 11 370 2,75 558 −0,18
2025-08-08 13F Foundations Investment Advisors, LLC 55 330 24,21 2 717 20,71
2025-08-14 13F Herold Advisors, Inc. 11 000 −21,27 540 −23,40
2025-08-12 13F Insigneo Advisory Services, Llc 6 678 0,00 328 −2,97
2025-08-13 13F Northwestern Mutual Wealth Management Co 14 486 −12,23 711 −14,65
2025-08-06 13F Valtinson Bruner Financial Planning LLC 26 028 −2,14 1 278 −4,91
2025-08-11 13F Principal Securities, Inc. 7 117 0,78 349 −1,41
2025-08-14 13F Old Mission Capital Llc 22 334 −9,85 1 097 −12,39
2025-08-14 13F Financial Network Wealth Advisors LLC 1 889 0,00 93 −3,16
2025-07-21 13F Ameritas Advisory Services, LLC 83 095 −19,46 4 080 −21,35
2025-08-04 13F Daymark Wealth Partners, Llc 24 896 20,53 1 222 17,16
2025-08-05 13F Integrity Financial Corp /WA 4 125 0,00 203 −2,88
2025-08-06 13F Commonwealth Equity Services, Llc 1 063 178 2,81 52 0,00
2025-05-15 13F Wolverine Trading, Llc 0 −100,00 0
2025-08-06 13F Wedbush Securities Inc 52 193 −26,20 3 −33,33
2025-08-04 13F Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0 −100,00 0 −100,00
2025-08-11 13F Atlantic Private Wealth, LLC 500 0,00 25 −4,00
2025-08-14 13F Great Valley Advisor Group, Inc. 17 141 −6,21 841 −8,79
2025-08-15 13F Captrust Financial Advisors 32 803 13,44 1 611 10,27
2025-08-05 13F Sigma Planning Corp 168 739 6,78 8 285 3,78
2025-07-31 13F Oppenheimer & Co Inc 37 055 18,99 1 819 15,64
2025-08-01 13F Envestnet Asset Management Inc 1 847 287 −3,59 90 702 −6,30
2025-08-14 13F Sequent Planning LLC 27 039 2,22 1 328 −0,67
2025-08-15 13F Kestra Advisory Services, LLC 301 660 −63,58 14 812 −64,61
2025-05-02 13F SageOak Financial, LLC 0 −100,00 0
2025-07-30 13F TFB Advisors LLC 6 117 −3,17 300 −5,96
2025-08-08 13F/A Ignite Planners, LLC 14 865 69,96 741 76,43
2025-07-28 13F Mutual Advisors, LLC 28 830 306,17 1 452 328,02
2025-08-13 13F Truvestments Capital Llc 436 0,00 21 −4,55
2025-07-11 13F Pinnacle Bancorp, Inc. 3 747 0,00 184 −3,17
2025-07-16 13F ORG Partners LLC 0 −100,00 0
2025-07-17 13F Janney Montgomery Scott LLC 305 786 5,07 15 7,14
2025-07-24 13F Robertson Stephens Wealth Management, LLC 4 900 0,00 241 −2,83
2025-08-04 13F Arkadios Wealth Advisors 303 967 −10,23 14 925 −12,76
2025-08-12 13F Leigh Baldwin & Co., Llc 16 952 2,24 832 −0,60
2025-08-06 13F Spurstone Advisory Services, LLC 4 0,00 0
2025-08-07 13F Argent Advisors, Inc. 126 410 −0,55 6 207 −3,35
2025-07-29 13F Schubert & Co 20 477 −30,70 1 005 −32,64
2025-08-08 13F Financial Gravity Companies, Inc. 0 −100,00 0
2025-08-13 13F Gibbs Wealth Management 9 480 465
2025-08-12 13F Resolute Wealth Strategies, LLC 13 374 7,20 657 4,13
2025-08-14 13F NCM Capital Management, LLC 12 564 32,46 617 28,60
2025-08-01 13F Wealth Watch Advisors, INC 11 251 18,15 552 14,76
2025-08-14 13F Stifel Financial Corp 450 927 29,53 22 141 25,89
2025-07-28 13F Sagespring Wealth Partners, Llc 8 016 −28,46 394 −30,57
2025-07-23 13F Mainsail Asset Management, Llc 4 966 0,00 244 −2,80
2025-08-05 13F Prosperity Wealth Management, Inc. 10 002 20,48 491 17,18
2025-08-14 13F Hilltop Holdings Inc. 5 463 10,12 268 7,20
2025-07-23 13F Clear Creek Financial Management, LLC 33 449 7,91 1 642 4,92
2025-07-16 13F PFS Partners, LLC 101 879 2,36 5 002 −0,52
2025-08-13 13F Smith, Moore & Co. 9 911 0,34 487 −2,41
2025-08-12 13F BlackRock, Inc. 1 0
2025-07-24 13F Cyndeo Wealth Partners, LLC 6 753 −28,77 332 −30,90
2025-07-22 13F Unique Wealth, Llc 20 298 −10,12 997 −12,63
2025-07-22 13F Comprehensive Financial Consultants Institutional, Inc. 11 307 0,00 555 −2,80
2025-05-13 13F O'shaughnessy Asset Management, Llc 0 −100,00 0 −100,00
2025-08-14 13F Harwood Advisory Group, LLC 885 −11,76 43 −14,00
2025-07-29 13F Koshinski Asset Management, Inc. 10 805 −35,38 531 −37,20
2025-07-24 13F Aurora Private Wealth, Inc. 11 124 −46,43 1 −100,00
2025-08-05 13F Milestone Asset Management, Llc 83 008 4,57 4 076 1,62
2025-08-14 13F Fmr Llc 1 004 27,25 49 25,64
2025-08-07 13F Private Advisory Group LLC 53 183 −2,20 2 611 −4,95
2025-08-06 13F Legacy Investment Solutions, LLC 12 023 73,72 590 68,57
2025-08-14 13F Tandem Financial, LLC 77 238 −42,42 3 792 −44,04
2025-08-18 13F N.E.W. Advisory Services LLC 647 −73,49 32 −74,80
2025-07-21 13F Curran Financial Partners, LLC 136 836 6 719
2025-08-01 13F Delta Investment Management, LLC 11 915 −6,89 585 −9,44
2025-07-15 13F Armis Advisers, LLC 17 837 −4,70 876 −7,41
2025-08-07 13F Montag A & Associates Inc 1 500 0,00 74 −2,67
2025-07-07 13F Teamwork Financial Advisors, LLC 829 178 40 713
2025-07-17 13F/A Capital Investment Advisors, LLC 520 881 3,47 25 575 0,57
2025-08-12 13F Financial Advocates Investment Management 5 724 281
2025-08-13 13F Keystone Financial Group 5 960 0,00 293 −2,99
2025-07-17 13F BFI Infinity Ltd. 7 258 22,95 356 19,46
2025-07-17 13F Global Trust Asset Management, LLC 0 −100,00 0
2025-08-14 13F IHT Wealth Management, LLC 47 172 46,19 2 316 42,09
2025-07-29 13F Stratos Wealth Partners, LTD. 25 225 −16,90 1 239 −19,24
2025-08-13 13F Cresset Asset Management, LLC 34 093 2,57 1 674 −0,30
2025-08-05 13F GPS Wealth Strategies Group, LLC 2 131 0,00 105 −2,80
2025-07-23 13F REAP Financial Group, LLC 16 562 0,79 813 −2,05
2025-08-01 13F Chilton Capital Management Llc 18 037 35,60 886 31,70
2025-08-14 13F Snowden Capital Advisors LLC 137 533 0,64 6 753 −2,20
2025-07-09 13F GSG Advisors LLC 4 405 216
2025-08-18 13F Geneos Wealth Management Inc. 23 017 195,77 1 130 187,53
2025-08-25 NP FTBI - First Trust Balanced Income ETF 4 053 199
2025-08-12 13F Jpmorgan Chase & Co 975 846,60 48 840,00
2025-08-14 13F GWM Advisors LLC 166 505 −0,15 8 175 −2,96
2025-07-17 13F Raleigh Capital Management Inc. 192 1,59 9 0,00
2025-07-21 13F Patriot Financial Group Insurance Agency, LLC 9 691 −0,51 476 −3,46
2025-07-22 13F Global Assets Advisory, LLC 7 535 −66,67 375 −65,28
2025-07-30 13F Prosperity Financial Group, Inc. 7 094 16,33 348 12,99
2025-07-22 13F Wealthcare Advisory Partners LLC 0 −100,00 0
2025-08-15 13F Prevail Innovative Wealth Advisors, Llc 65 927 96,48 3 237 90,97
2025-07-25 13F Apollon Wealth Management, LLC 10 319 22,83 507 19,34
2025-08-04 13F HBK Sorce Advisory LLC 28 590 −8,42 1 404 −11,03
2025-07-25 13F Hazlett, Burt & Watson, Inc. 1 271 51,67 0
2025-08-07 13F Allworth Financial LP 5 986 1,46 294 3,17
2025-08-11 13F Strategic Wealth Partners, Ltd. 80 4
2025-08-11 13F Western Wealth Management, LLC 13 140 3,16 645 0,31
2025-08-18 13F Tyler-Stone Wealth Management 32 911 0,22 1 616 −2,65
2025-08-12 13F Steward Partners Investment Advisory, Llc 216 757 −0,32 10 643 −3,12
2025-08-14 13F Murphy & Mullick Capital Management Corp 2 561 −21,66 126 −24,24
2025-07-07 13F Schulz Wealth, LTD. 24 225 0,00 1 189 −2,78
2025-07-24 13F Ronald Blue Trust, Inc. 1 065 52
2025-08-11 13F Independent Advisor Alliance 50 366 −6,13 2 473 −8,78
2025-08-13 13F Capital Analysts, Inc. 8 953 2,34 0
2025-07-09 13F Tounjian Advisory Partners, Llc 12 308 0,00 622 0,00
2025-08-08 13F Hartland & Co., LLC 13 290 4,06 653 1,09
2025-08-14 13F Wells Fargo & Company/mn 4 140 555 −6,90 203 301 −9,51
2025-05-01 13F Coastal Investment Advisors, Inc. 0 −100,00 0
2025-08-06 13F Golden State Wealth Management, LLC 11 671 −25,49 573 −27,56
2025-08-04 13F Northwest Financial Advisors 8 654 78,95 425 73,77
2025-08-14 13F Susquehanna International Group, Llp 24 648 −82,87 1 210 −83,35
2025-07-24 13F WMG Financial Advisors, LLC 20 845 92,12 1 023 86,68
2025-08-13 13F Beacon Pointe Advisors, LLC 59 930 −2,30 2 943 −5,04
2025-07-14 13F Iams Wealth Management, Llc 23 848 −44,86 1 171 −46,43
2025-07-21 13F Ameriflex Group, Inc. 0 −100,00 0
2025-05-06 13F Venturi Wealth Management, LLC 0 −100,00 0 −100,00
2025-07-16 13F Owen LaRue, LLC 0 −100,00 0
2025-07-23 13F Motiv8 Investments LLC 31 407 52,24 1 542 47,98
2025-07-23 13F Prime Capital Investment Advisors, LLC 13 749 111,52 675 105,79
2025-05-01 13F Stillwater Wealth Management Group 55 030 20,70 2 780 21,45
2025-07-31 13F Cambridge Investment Research Advisors, Inc. 462 708 −13,59 23 −18,52
2025-08-12 13F Coldstream Capital Management Inc 0 −100,00 0
2025-08-14 13F Raymond James Financial Inc 2 651 296 2,77 130 179 −0,12
2025-08-08 13F Kingsview Wealth Management, LLC 90 249 −13,00 4 431 −15,44
2025-05-06 13F Rsm Us Wealth Management Llc 0 −100,00 0
2025-07-17 13F Sound Income Strategies, LLC 0 −100,00 0
2025-08-13 13F Transce3nd, LLC 236 0,00 12 0,00
2025-07-30 13F D.a. Davidson & Co. 103 860 9,08 5 100 6,01
2025-07-18 13F Naples Global Advisors, Llc 6 140 3,61 301 0,67
2025-07-29 13F International Assets Investment Management, Llc 53 352 51,35 2 620 47,13
2025-04-01 13F Massmutual Trust Co Fsb/adv 0 −100,00 0
2025-08-08 13F Cetera Investment Advisers 939 456 3,75 46 127 0,83
2025-07-17 13F Wagner Wealth Management, Llc 620 041 4,62 30 444 1,68
2025-08-26 13F/A Thrivent Financial For Lutherans 10 297 4,35 1
2025-08-14 13F Wiley Bros.-aintree Capital, Llc 125 544 −27,84 6 164 −29,01
2025-08-11 13F Avantax Planning Partners, Inc. 4 297 −9,25 211 −12,13
2025-07-17 13F G&S Capital LLC 63 623 2,48 3 124 −0,41
2025-08-12 13F Putnam Fl Investment Management Co 177 271 260,06 8 704 249,94
2025-07-14 13F Park Avenue Securities Llc 116 008 6
2025-07-25 13F Envestnet Portfolio Solutions, Inc. 29 501 −58,15 1 448 −59,34
2025-08-04 13F L.m. Kohn & Company 6 482 −15,62 318 −18,04
2025-07-25 13F LRI Investments, LLC 10 000 −60,00 491 −61,12
2025-07-22 13F DAVENPORT & Co LLC 9 600 −46,47 471 −47,96
2025-08-05 13F EPG Wealth Management LLC 0 −100,00 0
2025-08-13 13F Level Four Advisory Services, Llc 4 472 220
2025-07-16 13F Essex Financial Services, Inc. 10 449 −5,49 513 −8,06
2025-05-15 13F National Wealth Management Group, LLC 21 801 4,77 1 101 5,46
2025-07-31 13F Moloney Securities Asset Management, LLC 8 928 26,21 438 22,69
2025-08-11 13F Compass Capital Corp /ma/ /adv 0 −100,00 0
2025-08-12 13F SRS Capital Advisors, Inc. 61 157 16,69 3 003 13,41
2025-08-06 13F Prospera Financial Services Inc 190 473 15,63 9 356 12,37
2025-08-13 13F Cerity Partners LLC 14 030 5,43 689 2,38
2025-07-25 13F Atria Wealth Solutions, Inc. 128 506 −44,84 6 315 −46,34
2025-08-06 13F Moors & Cabot, Inc. 31 495 −0,92 1 546 −3,68
2025-07-30 13F BlueChip Wealth Advisors LLC 52 102 1,33 2 558 −1,50
2025-07-23 13F Solitude Financial Services 257 486 9,65 12 643 6,57
2025-08-04 13F Integrity Alliance, Llc. 0 −100,00 0
2025-08-08 13F Symphony Financial Services, Inc. 220 318 0,82 10 818 −2,01
2025-08-13 13F Townsquare Capital Llc 0 −100,00 0
2025-08-12 13F Change Path, LLC 9 682 −37,93 475 −39,72
2025-08-13 13F Continuum Advisory, LLC 4 580 −11,51 225 −14,18
2025-08-12 13F Gladstone Institutional Advisory LLC 32 257 1 584
2025-04-16 13F Bensler, LLC 0 −100,00 0
2025-07-21 13F Barrett & Company, Inc. 27 075 3,65 1 329 0,76
2025-04-11 13F Davis Capital Management 132 0,00 7 0,00
2025-04-30 13F Sofos Investments, Inc. 0 −100,00 0
2025-07-08 13F Nbc Securities, Inc. 35 329 0,05 2 0,00
2025-08-14 13F Acorn Wealth Advisors, LLC 5 477 −26,75 269 −28,91
2025-08-01 13F Rossby Financial, LCC 97 0,00 5 0,00
2025-08-14 13F Benjamin Edwards Inc 10 471 67,11 514 62,66
2025-08-05 13F Tsfg, Llc 0 −100,00 0
2025-08-19 13F National Asset Management, Inc. 4 120 −93,29 202 −93,45
2025-08-08 13F Avantax Advisory Services, Inc. 138 682 −19,19 6 809 −21,46
2025-08-11 13F Aptus Capital Advisors, LLC 1 394 −5,30 68 −8,11
2025-07-31 13F Hobart Private Capital, LLC 39 592 24,50 1 944 20,98
2025-08-08 13F Flaharty Asset Management, LLC 0 −100,00 0
2025-07-24 13F IFP Advisors, Inc 51 274 54,30 2 518 50,00
2025-07-30 13F Princeton Global Asset Management LLC 45 0,00 2 0,00
2025-08-14 13F Sunbelt Securities, Inc. 10 756 −11,12 540 −11,62
2025-07-18 13F Truist Financial Corp 1 319 368 1,37 64 781 −1,48
2025-07-29 13F Crux Wealth Advisors 16 101 −46,63 791 −48,16
2025-08-04 13F IFG Advisory, LLC 18 745 −2,07 920 −4,86
2025-07-22 13F Foguth Wealth Management, LLC. 327 531 271,19 16 082 260,80
2025-08-11 13F NewEdge Wealth, LLC 57 700 −7,97 2 870 −9,41
2025-08-04 13F Spire Wealth Management 0 −100,00 0
2025-08-05 13F Marion Wealth Management 10 353 7,13 508 4,10
2025-08-12 13F Richmond Investment Services, LLC 25 338 112,50 1 244 106,64
2025-08-15 13F Morgan Stanley 6 095 178 5,79 299 273 2,82
2025-08-14 13F Modern Wealth Management, LLC 178 014 6,67 8 740 3,68
2025-08-19 13F Advisory Services Network, LLC 13 818 −19,84 679 −22,07
2025-08-12 13F Jaffetilchin Investment Partners, LLC 31 298 96,60 1 537 91,04
2025-07-08 13F Next Level Private LLC 36 144 143,95 1 775 137,17
2025-07-16 13F Investment Partners Asset Management, Inc. 12 375 0,00 608 −2,88
2025-08-04 13F Creekmur Asset Management LLC 3 119 −68,32 153 −69,22
2025-08-11 13F Core Wealth Partners LLC 13 752 26,51 675 22,95
2025-08-13 13F Consultiva Wealth Management, Corp. 400 0,00 20 −5,00
2025-08-14 13F UBS Group AG 2 204 285 5,07 108 230 2,11
2025-07-28 13F BRYN MAWR TRUST Co 700 −26,32 34 −27,66
2025-07-30 13F Avidian Wealth Solutions, LLC 13 497 0,00 663 −2,79
2025-08-13 13F StoneX Group Inc. 35 586 −36,74 1 747 −38,51
2025-07-21 13F Matauro, Llc 0 −100,00 0
2025-08-06 13F Stonebridge Financial Planning Group, LLC 57 205 5,74 2 809 2,74
2025-08-15 13F Equitable Holdings, Inc. 46 315 38,99 2 274 35,12
2025-07-30 13F Red Crane Wealth Management, Llc 6 007 −16,42 295 −19,01
2025-08-13 13F Proactive Wealth Strategies LLC 33 622 −0,71 2 0,00
2025-08-14 13F Mariner, LLC 78 452 3,16 3 852 0,23
2025-08-14 13F Qube Research & Technologies Ltd 354 −65,46 17 −66,67
2025-07-07 13F Thurston, Springer, Miller, Herd & Titak, Inc. 932 −50,24 46 −52,13
2025-08-14 13F Mml Investors Services, Llc 409 633 7,50 20 5,26
2025-08-11 13F Private Advisor Group, LLC 175 014 46,50 8 593 42,39
2025-07-08 13F Goldstone Financial Group, LLC 60 445 6,41 3 021 5,30
2025-07-30 13F IMG Wealth Management, Inc. 1 851 21,14 91 16,88
2025-08-14 13F Jane Street Group, Llc 8 949 439
2025-04-10 13F Retirement Planning Group 0 −100,00 0
2025-08-14 13F Main Street Financial Solutions, LLC 7 096 −2,07 348 −4,92
2025-07-01 13F Burkett Financial Services, Llc 0 −100,00 0
2025-07-30 13F Strategic Blueprint, LLC 17 241 1,62 847 −1,28
2025-07-14 13F U.S. Capital Wealth Advisors, LLC 43 703 −3,47 2 146 −6,21
2025-08-05 13F BEAM Asset Management, LLC 12 899 633
2025-07-21 13F Triad Wealth Partners, LLC 90 383 4 438
2025-07-15 13F Financial Partners Group, Inc 11 143 −29,71 547 −31,62
2025-07-03 13F TrueWealth Advisors, LLC 49 293 −2,58 2 420 −5,32
2025-08-12 13F J.w. Cole Advisors, Inc. 22 568 52,40 1 108 48,13
2025-07-11 13F Quad-Cities Investment Group, LLC 4 852 3,59 238 0,85
2025-08-20 13F/A Coppell Advisory Solutions LLC 286 257 0,78 14 052 2,64
2025-08-14 13F Citadel Advisors Llc 35 505 12,83 1 743 9,69
2025-08-04 13F Atria Investments Llc 9 737 −1,56 478 −4,21
2025-07-15 13F Oregon Pacific Wealth Management, LLC 7 643 −3,22 375 −5,78
2025-08-12 13F SlateStone Wealth, LLC 254 649 0,92 13 0,00
2025-08-13 13F Gateway Wealth Partners, LLC 8 262 47,17 406 43,11
2025-07-29 13F Private Trust Co Na 15 060 −54,39 739 −55,70
2025-07-23 13F Prasad Wealth Partners, LLC 194 140 9,80 9 532 6,72
2025-08-12 13F PSI Advisors, LLC 0 −100,00 0
2025-07-24 13F Columbia Advisory Partners Llc 6 362 0,00 312 −2,80
2025-08-13 13F First Trust Advisors Lp 5 701 280
2025-05-08 13F Plante Moran Financial Advisors, LLC 0 −100,00 0
2025-08-13 13F Maia Wealth LLC 42 792 55,32 2 101 57,38
2025-08-14 13F Ameriprise Financial Inc 0 −100,00 0
2025-08-04 13F Econ Financial Services Corp 39 869 −7,75 1 958 −10,35
2025-08-14 13F Colony Group, LLC 30 104 14,03 1 478 10,88
2025-07-21 13F DHJJ Financial Advisors, Ltd. 2 173 −15,05 107 −17,83
2025-07-23 13F Tcfg Wealth Management, Llc 20 905 0,00 1 026 −2,84
2025-08-13 13F Ofc Financial Planning, Llc 34 015 5,53 1 670 2,58
2025-07-28 13F Harbour Investments, Inc. 156 428 9,40 7 681 6,33
2025-08-13 13F Raab & Moskowitz Asset Management LLC 55 348 −0,11 2 718 −2,93
2025-08-08 13F Collaborative Wealth Managment Inc. 30 618 −6,12 1 503 −8,74
2025-08-14 13F EP Wealth Advisors, Inc. 5 850 287
2025-05-15 13F Two Sigma Securities, Llc 0 −100,00 0 −100,00
2025-08-06 13F TKG Advisors, LLC 84 495 5,59 4 149 2,62
2025-08-07 13F PCG Wealth Advisors, LLC 0 −100,00 0
2025-08-14 13F Integrated Wealth Concepts LLC 298 223 3,53 14 643 0,62
2025-08-08 13F SBI Securities Co., Ltd. 2 033 53,32 100 50,00
2025-07-09 13F Dynamic Advisor Solutions LLC 24 318 1 194
2025-08-14 13F Synovus Financial Corp 332 402 10,27 16 322 7,18
2025-05-14 13F Huntington National Bank 15 0,00
2025-07-11 13F SILVER OAK SECURITIES, Inc 60 865 −7,20 2 988 −8,85
2025-07-14 13F Sowell Financial Services LLC 0 −100,00 0
2025-08-13 13F Icapital Wealth Llc 15 884 0,00 780 −2,87
2025-07-24 13F Us Bancorp \de\ 5 967 −10,63 293 −13,35
2025-05-14 13F Summit Financial Wealth Advisors, LLC 6 325 0,00 320 −0,93
2025-08-14 13F/A Rockefeller Capital Management L.P. 378 078 −2,37 18 564 −5,12
2025-07-16 13F BOS Asset Management, LLC 7 207 −9,35 354 −11,97
2025-08-05 13F Bank Of Montreal /can/ 1 050 110,00 52 104,00
2025-08-06 13F Legacy Wealth Managment, LLC/ID 12 023 37,99 590 34,09
2025-08-13 13F Twin Peaks Wealth Advisors, LLC 1 677 84
2025-08-13 13F Colonial Trust Advisors 1 250 61
2025-08-15 13F First Heartland Consultants, Inc. 5 412 −13,41 266 −15,87
2025-08-29 13F Evolution Wealth Management Inc. 76 4
2025-07-25 13F Total Clarity Wealth Management, Inc. 10 167 −17,34 499 −19,12
2025-08-06 13F ZEGA Investments, LLC 77 773 3 819
2025-08-14 13F Bank Of America Corp /de/ 5 694 −14,47 280 −16,96
2025-08-12 13F Global Retirement Partners, LLC 6 427 33,37 316 30,71
2025-08-05 13F Atlas Private Wealth Advisors 348 865 79,29 17 129 74,25
2025-07-30 13F Onyx Bridge Wealth Group LLC 8 075 1,94 396 −1,00
2025-07-21 13F Precedent Wealth Partners, Llc 26 997 18,09 1 326 14,82
2025-08-13 13F Virtue Capital Management, LLC 0 −100,00 0
2025-08-14 13F Garden State Investment Advisory Services LLC 11 561 −71,97 568 −72,78
2025-08-27 13F/A Brinker Capital Investments, LLC 9 572 −19,90 470 −22,22
2025-08-05 13F Bank of New York Mellon Corp 4 699 0,86 231 −2,13
2025-07-10 13F Signal Advisors Wealth, LLC 324 613 260,41 15 938 250,29
2025-07-11 13F Seacrest Wealth Management, Llc 0 −100,00 0
2025-04-22 13F Castleview Partners, Llc 0 −100,00 0
2025-08-06 13F Capasso Planning Partners LLC 0 −100,00 0
2025-07-25 13F Concurrent Investment Advisors, LLC 61 331 10,59 3 011 7,50
2025-08-06 13F Bullseye Investment Management, LLC 137 114 0,00 6 927 0,00
2025-08-11 13F HighTower Advisors, LLC 113 978 −2,87 5 596 −5,60
2025-07-10 13F Wealth Enhancement Advisory Services, Llc 189 571 −5,36 9 475 −6,37
2025-07-15 13F Retirement Guys Formula Llc 57 578 15,66 2 827 12,41
2025-07-15 13F BKA Wealth Consulting, Inc. 41 906 −16,26 2 058 −18,63
2025-08-07 13F Resources Investment Advisors, LLC. 83 558 −3,04 4 103 −5,77
2025-07-23 13F Valmark Advisers, Inc. 4 480 0,00 220 −3,10
2025-08-12 13F MAI Capital Management 27 0,00 1 0,00
2025-07-15 13F Elevated Capital Advisors, LLC 49 847 0,00 2 518 0,00
2025-07-22 13F Ergawealth Advisors, Inc. 177 041 −18,68 8 693 −20,97
2025-08-08 13F MTM Investment Management, LLC 11 140 0,00 547 −2,85
2025-08-08 13F Good Life Advisors, LLC 70 114 −13,22 3 443 −15,66
2025-07-09 13F Divergent Planning, LLC 5 339 262
2025-08-05 13F Strategic Financial Concepts, LLC 0 −100,00 0
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