Grundläggande statistik
| Institutionella ägare | 226 total, 226 long only, 0 short only, 0 long/short - change of −2,59% MRQ |
| Genomsnittlig portföljallokering | 0.2183 % - change of −15,48% MRQ |
| Institutionella aktier (lång) | 20 149 689 (ex 13D/G) - change of −0,57MM shares −2,74% MRQ |
| Institutionellt värde (lång) | $ 994 421 USD ($1000) |
Institutionellt ägande och aktieägare
Global X Funds - Global X MLP ETF (US:MLPA) har 226 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 20,149,689 aktier. Största aktieägare inkluderar Morgan Stanley, Creative Planning, Bank Of America Corp /de/, Wells Fargo & Company/mn, UBS Group AG, LPL Financial LLC, Raymond James Financial Inc, Envestnet Asset Management Inc, Evergreen Capital Management Llc, and Gradient Investments LLC .
Global X Funds - Global X MLP ETF (ARCA:MLPA) 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 49,22 / share. Previously, on September 13, 2024, the share price was 48,15 / share. This represents an increase of 2,22% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 20 002 | −0,08 | 1 004 | −6,17 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 62 247 | −35,10 | 3 125 | −38,81 | ||||
| 2025-07-10 | 13F | Rockland Trust Co | 15 988 | −3,77 | 803 | −9,28 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 10 418 | 94,47 | 523 | 83,16 | ||||
| 2025-08-12 | 13F | Twin Focus Capital Partners, Llc | 13 384 | 0,00 | 672 | −5,76 | ||||
| 2025-08-12 | 13F | Atlas Capital Advisors Llc | 5 744 | 0,00 | 288 | −5,57 | ||||
| 2025-07-29 | 13F | Kraft, Davis & Associates, LLC | 5 668 | 0,00 | 285 | 1,42 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 7 376 | −25,04 | 370 | −29,25 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 10 261 | −59,15 | 515 | −61,48 | ||||
| 2025-07-24 | 13F | Strong Tower Advisory Services | 46 311 | 6,12 | 2 325 | 10,61 | ||||
| 2025-08-12 | 13F | Inscription Capital, LLC | 9 858 | −41,09 | 495 | −38,71 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 13 409 | 0,00 | 673 | −5,61 | ||||
| 2025-05-09 | 13F | Pathway Financial Advisers, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 49 734 | 15,15 | 2 | 0,00 | ||||
| 2025-08-15 | 13F | Prevail Innovative Wealth Advisors, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 0 | −100,00 | 0 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 21 405 | −2,92 | 1 075 | −8,44 | ||||
| 2025-08-29 | NP | GDMA - Gadsden Dynamic Multi-Asset ETF | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 0 | −100,00 | 0 | ||||
| 2025-07-08 | 13F | Heartwood Wealth Advisors LLC | 5 167 | 0,00 | 259 | −5,82 | ||||
| 2025-07-23 | 13F | Spectrum Asset Management, Inc. (NB/CA) | 7 687 | 1,83 | 386 | −3,99 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | SWS Partners | 4 431 | 0,00 | 222 | −5,53 | ||||
| 2025-08-08 | 13F | Comprehensive Financial Planning, Inc./PA | 11 570 | 7,62 | 581 | 1,40 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 60 342 | −9,21 | 3 030 | −14,36 | ||||
| 2025-05-09 | 13F | Empower Advisory Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Collaborative Wealth Managment Inc. | 21 384 | 0,13 | 1 073 | −5,55 | ||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Madison Asset Management, LLC | 217 710 | 0,00 | 10 929 | −5,69 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 110 886 | 1,98 | 5 566 | −3,82 | ||||
| 2025-08-07 | 13F | Cascade Financial Partners, LLC | 103 636 | −2,40 | 5 203 | −7,96 | ||||
| 2025-07-29 | NP | WAVLX - Wavelength Interest Rate Neutral Fund | 9 178 | −64,01 | 451 | −66,91 | ||||
| 2025-08-11 | 13F | Alteri Wealth LLC | 4 604 | 14,36 | 231 | 7,94 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 300 | 0,00 | 15 | 0,00 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 217 | 87,07 | 11 | 66,67 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 57 107 | 0,74 | 2 867 | −5,00 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 209 852 | −1,14 | 10 585 | −6,33 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 4 091 | −1,89 | 0 | |||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 46 156 | −72,38 | 2 317 | −73,95 | ||||
| 2025-08-06 | 13F | Ethos Financial Group, LLC | 72 375 | 8,46 | 3 633 | 10,19 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 231 | 0,00 | 12 | −8,33 | ||||
| 2025-07-23 | 13F | Morton Capital Management LLC/CA | 12 626 | 0,00 | 634 | −5,80 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 151 | 8 | ||||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 4 502 | 0,00 | 226 | −5,44 | ||||
| 2025-07-17 | 13F | Charles Schwab Trust Co | 32 621 | 0,00 | 1 638 | −5,70 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 975 | 0,00 | 49 | −5,88 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 21 219 | 6,22 | 1 065 | 0,19 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 40 764 | 1 734,56 | 2 046 | 1 633,90 | ||||
| 2025-05-30 | NP | GPIGX - GuidePath(R) Growth and Income Fund | 97 246 | −33,80 | 5 176 | −20,45 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 19 609 | −2,09 | 984 | −7,69 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 31 996 | −12,35 | 1 606 | −17,34 | ||||
| 2025-06-12 | 13F/A | Deutsche Bank Ag\ | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 18 046 | 143,96 | 892 | 126,72 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 389 422 | 4,00 | 19 549 | −1,92 | ||||
| 2025-08-14 | 13F | Hara Capital LLC | 0 | −100,00 | 0 | |||||
| 2025-05-13 | 13F | Centerpoint Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 2 191 | 1,86 | 110 | −4,39 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 1 942 | 1,09 | 97 | −4,90 | ||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 1 | 0 | ||||||
| 2025-07-31 | 13F/A | Avion Wealth | 141 | 0,00 | 0 | |||||
| 2025-08-07 | 13F | Nwam Llc | 4 719 | 0,00 | 237 | −5,98 | ||||
| 2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 13 895 | 168,66 | 698 | 153,45 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 6 340 | 0,00 | 318 | −5,64 | ||||
| 2025-05-08 | 13F | Plante Moran Financial Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Assetmark, Inc | 44 | −99,96 | 2 | −99,96 | ||||
| 2025-07-23 | 13F | Watershed Private Wealth Llc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 28 721 | −1,64 | 1 442 | −7,27 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 24 037 | 20,00 | 1 207 | 13,13 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 6 498 | 18,60 | 326 | 12,03 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 43 900 | 109,05 | 2 204 | 97,22 | ||||
| 2025-04-14 | 13F | Greenspring Advisors, LLC | 4 456 | −0,49 | 237 | 7,24 | ||||
| 2025-07-29 | 13F | Latitude Advisors, LLC | 5 717 | 287 | ||||||
| 2025-08-18 | NP | ULTRA SERIES FUND - Diversified Income Fund Class I | 115 261 | 0,00 | 5 786 | −5,69 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 305 504 | −2,66 | 15 336 | −8,20 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 160 | −68,63 | 8 | −70,37 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 14 167 | 6,52 | 711 | 0,57 | ||||
| 2025-08-11 | 13F | SFI Advisors, LLC | 12 579 | −7,87 | 631 | −13,09 | ||||
| 2025-08-13 | 13F | Everstar Asset Management, LLC | 4 555 | 18,16 | 229 | 11,22 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 42 485 | 21,32 | 2 133 | 14,43 | ||||
| 2025-08-12 | 13F | Tocqueville Asset Management L.p. | 41 294 | 8,94 | 2 073 | 2,73 | ||||
| 2025-08-14 | 13F | BancorpSouth Bank | 6 791 | 0,00 | 341 | −5,82 | ||||
| 2025-07-14 | 13F | Golden State Equity Partners | 14 479 | −0,55 | 727 | −6,20 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 22 | 4,76 | 1 | 0,00 | ||||
| 2025-08-11 | 13F | Empowered Funds, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | MBL Wealth, LLC | 122 993 | 5,32 | 6 174 | −0,68 | ||||
| 2025-07-16 | 13F | Badgley Phelps Wealth Managers, LLC | 7 437 | 0,00 | 373 | −5,57 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 126 | −6,67 | 6 | −14,29 | ||||
| 2025-07-16 | 13F | Advisors Management Group Inc /adv | 250 841 | 0,18 | 13 | −7,69 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 739 869 | −1,50 | 37 141 | −7,11 | ||||
| 2025-07-23 | 13F | Tectonic Advisors Llc | 272 364 | 9,22 | 13 673 | 3,01 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 5 519 | 277 | ||||||
| 2025-08-14 | 13F | West Coast Financial LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Comerica Bank | 103 800 | 5,60 | 5 211 | −0,42 | ||||
| 2025-07-25 | 13F | M3 Advisory Group, LLC | 8 580 | 0,00 | 431 | −5,70 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 16 445 | −49,35 | 826 | −52,26 | ||||
| 2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 153 | 8 | ||||||
| 2025-07-16 | 13F | ORG Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 150 | −10,18 | 8 | −12,50 | ||||
| 2025-08-06 | 13F | Pekin Hardy Strauss, Inc. | 64 854 | 0,60 | 3 256 | −5,13 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 48 598 | 227,26 | 2 440 | 205,26 | ||||
| 2025-05-13 | 13F | Heck Capital Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-28 | 13F | Naviter Wealth, LLC | 22 549 | −25,20 | 1 132 | −29,80 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 4 357 708 | 4,65 | 218 757 | −1,31 | ||||
| 2025-08-14 | 13F | Beck Capital Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | MAI Capital Management | 1 766 | −30,72 | 89 | −34,81 | ||||
| 2025-08-01 | 13F | Chilton Capital Management Llc | 11 205 | 0,01 | 562 | −5,70 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 23 317 | 2,58 | 1 170 | −3,31 | ||||
| 2025-07-17 | 13F | Sonora Investment Management Group, LLC | 104 453 | 8,35 | 5 244 | 2,18 | ||||
| 2025-07-15 | 13F | Attessa Capital LLC | 11 538 | −76,95 | 579 | −78,27 | ||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 8 233 | −10,68 | 413 | −15,71 | ||||
| 2025-08-06 | 13F | Black Swift Group, LLC | 43 550 | 1,75 | 2 186 | −4,04 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 5 535 | −5,69 | 278 | −11,22 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 5 730 | 288 | ||||||
| 2025-07-25 | 13F | Almanack Investment Partners, LLC. | 126 452 | 3,04 | 6 348 | −2,83 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 718 | −9,34 | 0 | |||||
| 2025-07-23 | 13F | Columbus Macro, LLC | 271 864 | 4,34 | 13 648 | −1,60 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1 124 061 | 2,89 | 56 428 | −2,97 | ||||
| 2025-08-13 | 13F | Keystone Financial Group | 4 937 | 15,40 | 248 | 8,81 | ||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Burk Holdings LLC | 25 455 | 60,79 | 1 278 | 51,66 | ||||
| 2025-07-08 | 13F | FF Advisors,LLC | 4 188 | −9,02 | 210 | −4,98 | ||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 40 | 2 | ||||||
| 2025-07-01 | 13F | Legacy Wealth Management, LLC / MS | 4 706 | 0,00 | 236 | −5,60 | ||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 11 020 | 553 | ||||||
| 2025-04-22 | 13F | LVZ Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 66 | 3 | ||||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 6 374 | −4,55 | 320 | −10,14 | ||||
| 2025-07-08 | 13F | Gradient Investments LLC | 435 103 | 1,10 | 21 842 | −4,65 | ||||
| 2025-08-07 | 13F | Americana Partners, LLC | 22 317 | 0,00 | 1 120 | −5,64 | ||||
| 2025-07-25 | 13F | Ccg Wealth Management, Llc | 8 903 | 0,00 | 447 | −5,71 | ||||
| 2025-07-10 | 13F | Worth Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | New England Capital Financial Advisors LLC | 7 | 0 | ||||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 41 | −90,72 | 2 | −91,30 | ||||
| 2025-07-23 | 13F | Friedenthal Financial | 11 338 | −1,38 | 569 | −6,87 | ||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 6 | 0,00 | 0 | |||||
| 2025-07-30 | 13F | Mid-American Wealth Advisory Group, Inc. | 62 | 3 | ||||||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 4 615 | 21,83 | 232 | 14,93 | ||||
| 2025-08-14 | 13F | UBS Group AG | 1 117 628 | 2,07 | 56 105 | −3,74 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 71 370 | 19,69 | 3 680 | 15,91 | ||||
| 2025-07-17 | 13F | Raleigh Capital Management Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Crews Bank & Trust | 30 | 0,00 | 2 | 0,00 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 3 330 | 0,00 | 167 | −5,65 | ||||
| 2025-07-30 | 13F | Demars Financial Group, LLC | 12 726 | −97,91 | 639 | 5 700,00 | ||||
| 2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 8 844 | 0,00 | 444 | −5,74 | ||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 4 068 | 1,22 | 204 | −4,23 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 22 854 | −4,37 | 1 147 | −9,83 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 13 455 | 3,10 | 675 | −2,74 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 7 023 | 1,87 | 352 | 5,72 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 5 549 | 0 | ||||||
| 2025-08-07 | 13F | Montag A & Associates Inc | 1 236 | 0,00 | 62 | −4,62 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 4 199 | 211 | ||||||
| 2025-08-05 | 13F | Sigma Planning Corp | 16 572 | 5,53 | 832 | −0,48 | ||||
| 2025-05-06 | 13F | Milestone Asset Management Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-06-17 | NP | MBLAX - Madison Diversified Income Fund Diversified Income Fund Class A | 102 449 | 13,72 | 5 045 | 5,72 | ||||
| 2025-08-08 | 13F | Creative Planning | 1 924 187 | −1,29 | 96 594 | −6,91 | ||||
| 2025-07-18 | 13F | Institute for Wealth Management, LLC. | 6 786 | 341 | ||||||
| 2025-08-04 | 13F | L.m. Kohn & Company | 5 445 | 0,00 | 273 | −5,54 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 1 | 0,00 | 0 | |||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Private Advisory Group LLC | 31 065 | 1 559 | ||||||
| 2025-08-07 | 13F | Flagship Wealth Advisors, Llc | 741 | 0,00 | 37 | −5,13 | ||||
| 2025-05-30 | NP | ERNZ - TrueShares Active Yield ETF | 3 291 | 175 | ||||||
| 2025-07-29 | 13F | Tradewinds Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 77 526 | 7,19 | 3 892 | 1,09 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 37 318 | 1,99 | 1 873 | −3,80 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 49 440 | 28,08 | 2 482 | 20,79 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Barry Investment Advisors, LLC | 194 681 | 6,66 | 9 773 | 0,59 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 13 414 | 2,57 | 673 | 4,18 | ||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 480 988 | 1,57 | 24 146 | −4,21 | ||||
| 2025-04-15 | 13F | Signet Financial Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | ProVise Management Group, LLC | 4 704 | 6,38 | 236 | 0,43 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 196 | 10 | ||||||
| 2025-07-09 | 13F | Krilogy Financial LLC | 12 875 | 646 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 30 331 | 6,80 | 2 | 0,00 | ||||
| 2025-08-07 | 13F | Global Wealth Management Investment Advisory, Inc. | 40 736 | 8,00 | 2 045 | 1,84 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 803 | 8,22 | 40 | 2,56 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1 744 | 88 | ||||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 757 | −20,40 | 38 | −24,00 | ||||
| 2025-07-18 | 13F | Naples Global Advisors, Llc | 9 734 | −0,76 | 489 | −6,51 | ||||
| 2025-08-14 | 13F | MGB Wealth Management, LLC | 1 630 | 0,00 | 82 | −5,81 | ||||
| 2025-08-08 | 13F | Wiser Advisor Group LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Sykon Capital Llc | 42 502 | −21,64 | 2 134 | −26,12 | ||||
| 2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 222 177 | −1,30 | 11 153 | −6,92 | ||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Blair William & Co/il | 28 210 | 1,57 | 1 416 | −4,19 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 1 144 995 | −0,19 | 57 479 | −5,87 | ||||
| 2025-08-14 | 13F | Fwl Investment Management, Llc | 5 702 | 14,06 | 286 | 7,52 | ||||
| 2025-08-13 | 13F | My Purposeful Wealth Corp. | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 1 666 | 0,00 | 0 | |||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 2 183 | 1,87 | 110 | −4,39 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 2 512 | −10,22 | 126 | −14,86 | ||||
| 2025-07-25 | 13F | Endowment Wealth Management, Inc. | 11 911 | 9,84 | 598 | 3,47 | ||||
| 2025-08-05 | 13F | Lifeworks Advisors, LLC | 9 730 | 0,00 | 488 | −5,61 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 93 689 | 38,70 | 4 703 | 30,82 | ||||
| 2025-04-22 | 13F | Castleview Partners, Llc | 0 | −100,00 | 0 | |||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 51 | 0,00 | 3 | 0,00 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 42 687 | −45,62 | 2 143 | −48,73 | ||||
| 2025-03-24 | 13F | Fulcrum Equity Management | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 100 490 | 1,12 | 5 045 | 2,73 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Matrix Private Capital Group Llc | 96 060 | 6,89 | 4 822 | 0,82 | ||||
| 2025-08-08 | 13F | Fortis Group Advisors, LLC | 93 | 0,00 | 5 | 0,00 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 41 365 | 17,08 | 2 077 | 10,43 | ||||
| 2025-07-17 | 13F | Paradigm Financial Partners, Llc | 65 586 | −0,04 | 3 292 | −5,73 | ||||
| 2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 610 | 0,00 | 31 | −6,25 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 5 014 | 8,13 | 252 | 2,03 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 28 576 | 463,30 | 1 435 | 429,15 | ||||
| 2025-08-14 | 13F | Sei Investments Co | 112 476 | 19,39 | 5 646 | 12,60 | ||||
| 2025-08-04 | 13F | Pinnacle Associates Ltd | 79 000 | −3,67 | 3 966 | −9,16 | ||||
| 2025-07-17 | 13F | Alpine Bank Wealth Management | 1 815 | 91 | ||||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 119 | 0,00 | 6 | −16,67 | ||||
| 2025-08-04 | 13F | Whalen Wealth Management Inc. | 12 198 | −72,81 | 612 | −74,37 | ||||
| 2025-07-16 | 13F | Owen LaRue, LLC | 33 163 | 142,31 | 1 665 | 128,57 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Venture Visionary Partners LLC | 9 931 | 1,03 | 499 | −4,78 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 150 | 0,00 | 8 | 0,00 | ||||
| 2025-08-15 | 13F | Asset Allocation Strategies LLC | 9 968 | 500 | ||||||
| 2025-07-29 | 13F | Mattson Financial Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Lgl Partners, Llc | 16 876 | 1,87 | 834 | −5,33 | ||||
| 2025-07-16 | 13F | Legend Financial Advisors, Inc. | 500 | 25 | ||||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 6 810 | 23,57 | 342 | 16,38 | ||||
| 2025-04-24 | 13F | Park Place Capital Corp | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Hibernia Wealth Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 1 140 | 57 | ||||||
| 2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 1 239 | −15,83 | 62 | −20,51 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 1 099 | 230,03 | 55 | 223,53 | ||||
| 2025-07-08 | 13F/A | Adams Asset Advisors, LLC | 25 975 | 293,62 | 1 304 | 271,23 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 14 806 | −1,52 | 743 | −7,12 | ||||
| 2025-08-12 | 13F | Advisors Asset Management, Inc. | 90 787 | 36,31 | 4 558 | 28,55 | ||||
| 2025-08-14 | 13F | Fmr Llc | 3 407 | −20,02 | 171 | −24,34 | ||||
| 2025-07-30 | 13F | Legacy Wealth Asset Management, LLC | 193 665 | 13,24 | 9 722 | 6,79 | ||||
| 2025-08-14 | 13F | Principia Wealth Advisory, LLC | 29 540 | −8,89 | 1 483 | −5,42 | ||||
| 2025-07-16 | 13F | Register Financial Advisors LLC | 1 385 | 0,00 | 70 | −5,48 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 133 147 | 6 684 | ||||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 10 777 | −3,36 | 541 | −8,77 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 59 267 | 3,09 | 2 975 | −2,78 | ||||
| 2025-07-21 | 13F | Mirae Asset Global Investments Co., Ltd. | 22 600 | 23,50 | 1 135 | 15,95 | ||||
| 2025-07-23 | 13F | Guild Investment Management, Inc. | 50 410 | −2,33 | 2 531 | −7,90 | ||||
| 2025-08-08 | 13F | Austin Wealth Management, LLC | 5 208 | −20,74 | 269 | −19,76 | ||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 821 | 0,00 | 41 | −4,65 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 268 185 | −0,75 | 13 462 | −6,40 | ||||
| 2025-07-25 | 13F | Community Bank, N.A. | 550 | −19,12 | 28 | −25,00 | ||||
| 2025-04-04 | 13F | Webster Bank, N. A. | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 5 771 | −27,12 | 290 | −31,35 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 89 230 | 8,53 | 4 479 | 2,35 | ||||
| 2025-04-22 | 13F | Country Trust Bank | 253 | 0,00 | 13 | 0,00 | ||||
| 2025-07-07 | 13F | Versant Capital Management, Inc | 136 | 0,00 | 7 | −14,29 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 21 985 | 10,95 | 1 104 | 4,65 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Capital Advisors Wealth Management, LLC | 117 535 | −9,89 | 5 900 | −15,01 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 6 117 | 21,49 | 307 | 14,98 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 2 445 | 282,03 | 0 | |||||
| 2025-08-18 | 13F | Wolverine Trading, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 1 666 | 0,00 | 84 | −5,68 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Future Financial Wealth Managment LLC | 12 520 | −10,70 | 629 | −15,82 | ||||
| 2025-07-25 | 13F | Astoria Portfolio Advisors LLC. | 24 272 | 134,78 | 1 226 | 137,60 | ||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 158 | 0,00 | 8 | −12,50 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 13 464 | 170,63 | 676 | 155,68 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 20 686 | 9,94 | 1 040 | 3,28 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 766 | 0,00 | 38 | −5,00 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 494 993 | 3,65 | 24 849 | −2,25 | ||||
| 2025-07-09 | 13F | Fermata Advisors, LLC | 19 148 | 62,11 | 961 | 53,03 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 933 327 | 5,44 | 46 853 | −0,57 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 13 027 | −0,54 | 654 | −6,31 | ||||
| 2025-08-01 | 13F | Bank of Jackson Hole Trust | 2 250 | 0,00 | 113 | −5,88 | ||||
| 2025-05-07 | 13F | Clarendon Private LLC | 0 | −100,00 | 0 |
Other Listings
| MX:MLPA |
