Grundläggande statistik
Institutionella ägare | 192 total, 192 long only, 0 short only, 0 long/short - change of 0,00% MRQ |
Genomsnittlig portföljallokering | 0.2457 % - change of −1,31% MRQ |
Institutionella aktier (lång) | 16 190 900 (ex 13D/G) - change of 0,11MM shares 0,67% MRQ |
Institutionellt värde (lång) | $ 556 704 USD ($1000) |
Institutionellt ägande och aktieägare
Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - August (US:PAUG) har 192 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 16,190,900 aktier. Största aktieägare inkluderar Alliancebernstein L.p., Penserra Capital Management LLC, Innovator ETFs Trust - Innovator Laddered Fund of U.S. Equity Power Buffer ETFs, Advisor Group Holdings, Inc., Cerity Partners LLC, Commonwealth Equity Services, Llc, Cresset Asset Management, LLC, Envestnet Asset Management Inc, Kestra Advisory Services, LLC, and Blair William & Co/il .
Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - August (BATS:PAUG) 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 42,22 / share. Previously, on September 13, 2024, the share price was 37,37 / share. This represents an increase of 12,98% 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
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Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 8 407 | 0,00 | 340 | 7,26 | ||||
2025-07-22 | 13F | Merit Financial Group, LLC | 6 940 | 281 | ||||||
2025-08-04 | 13F | Spire Wealth Management | 19 104 | 0,00 | 773 | 7,07 | ||||
2025-07-22 | 13F | Siligmueller & Norvid Wealth Advisors LLC | 53 544 | 2 186 | ||||||
2025-04-15 | 13F | Transform Wealth, LLC | 0 | −100,00 | 0 | |||||
2025-04-08 | 13F | Lantz Financial LLC | 0 | −100,00 | 0 | |||||
2025-07-31 | 13F/A | Interchange Capital Partners, LLC | 5 000 | 202 | ||||||
2025-08-13 | 13F | BCJ Capital Management, LLC | 72 408 | −0,24 | 2 930 | 6,82 | ||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 1 491 | −18,57 | 60 | −13,04 | ||||
2025-07-23 | 13F | Valmark Advisers, Inc. | 46 320 | 0,00 | 1 874 | 7,15 | ||||
2025-08-11 | 13F | Summit Wealth Partners, LLC | 9 990 | 0,00 | 404 | 7,16 | ||||
2025-04-14 | 13F | Range Financial Group LLC | 0 | −100,00 | 0 | |||||
2025-07-30 | 13F | Strategic Blueprint, LLC | 8 023 | −53,10 | 325 | −49,85 | ||||
2025-08-14 | 13F | CoreCap Advisors, LLC | 126 868 | −1,15 | 5 133 | 5,88 | ||||
2025-08-19 | 13F | National Asset Management, Inc. | 0 | −100,00 | 0 | |||||
2025-07-15 | 13F | First City Capital Management, Inc. | 51 132 | −0,59 | 2 069 | 6,43 | ||||
2025-08-06 | 13F | AE Wealth Management LLC | 75 421 | −2,29 | 3 052 | 4,63 | ||||
2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 16 754 | −2,27 | 678 | 4,64 | ||||
2025-08-14 | 13F | IHT Wealth Management, LLC | 8 100 | 0,00 | 328 | 6,86 | ||||
2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 19 109 | 773 | ||||||
2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 39 677 | −31,62 | 1 606 | −26,78 | ||||
2025-05-08 | 13F | Plante Moran Financial Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-07-25 | 13F | Apollon Wealth Management, LLC | 12 000 | 0,00 | 486 | 7,06 | ||||
2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 24 942 | 0,00 | 1 009 | 7,45 | ||||
2025-08-04 | 13F | Prairie Wealth Advisors, Inc. | 58 106 | 0,00 | 2 351 | 7,06 | ||||
2025-07-21 | 13F | Ameriflex Group, Inc. | 265 | −74,59 | 11 | −74,36 | ||||
2025-08-08 | 13F | Gts Securities Llc | 10 055 | 407 | ||||||
2025-05-06 | 13F | PFG Advisors | 0 | −100,00 | 0 | |||||
2025-08-08 | 13F | Rockefeller Capital Management L.P. | 0 | −100,00 | 0 | |||||
2025-07-30 | 13F | Capstone Triton Financial Group, LLC | 8 296 | 0,00 | 336 | 5,02 | ||||
2025-08-06 | 13F | Soltis Investment Advisors LLC | 15 995 | 0,00 | 647 | 7,12 | ||||
2025-08-12 | 13F | Jacobi Capital Management LLC | 27 490 | 0,00 | 1 112 | 7,13 | ||||
2025-07-23 | 13F | RiverTree Advisors, LLC | 8 911 | 0,00 | 361 | 7,14 | ||||
2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 32 771 | −0,60 | 1 326 | 6,43 | ||||
2025-08-08 | 13F | Avantax Advisory Services, Inc. | 46 033 | −2,65 | 1 862 | 4,26 | ||||
2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | Ascent Wealth Partners, LLC | 240 234 | −3,22 | 9 720 | 3,64 | ||||
2025-08-07 | 13F | Investment Management Corp /va/ /adv | 1 546 | 0,00 | 63 | 6,90 | ||||
2025-08-12 | 13F | SRS Capital Advisors, Inc. | 14 968 | −2,70 | 606 | 4,13 | ||||
2025-07-28 | 13F | Cypress Wealth Services, LLC | 6 663 | 0,00 | 270 | 7,17 | ||||
2025-07-22 | 13F | Global Strategic Investment Solutions, LLC | 47 989 | −13,50 | 1 942 | −7,40 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-07-24 | 13F | Weaver Capital Management LLC | 29 024 | −0,56 | 1 174 | 6,53 | ||||
2025-08-06 | 13F | Valtinson Bruner Financial Planning LLC | 7 509 | −10,33 | 304 | −4,11 | ||||
2025-08-01 | 13F | Stuart Chaussee & Associates, Inc. | 0 | −100,00 | 0 | |||||
2025-08-06 | 13F | Penserra Capital Management LLC | 1 457 662 | 15,83 | 59 | 23,40 | ||||
2025-08-19 | 13F | Hohimer Wealth Management, Llc | 5 231 | 212 | ||||||
2025-07-16 | 13F | Dakota Wealth Management | 12 247 | 0,00 | 496 | 7,14 | ||||
2025-08-01 | 13F | Advisory Alpha, LLC | 143 249 | 0,48 | 5 796 | 7,61 | ||||
2025-07-02 | 13F | McAlister, Sweet & Associates, Inc. | 121 324 | −0,53 | 4 909 | 6,51 | ||||
2025-08-12 | 13F | Waterloo Capital, L.P. | 5 167 | 209 | ||||||
2025-04-25 | 13F | Crown Wealth Group, LLC | 0 | −100,00 | 0 | |||||
2025-07-09 | 13F | Keystone Wealth Services, LLC | 81 223 | −0,15 | 3 286 | 6,93 | ||||
2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 48 962 | −1,34 | 1 981 | 5,71 | ||||
2025-08-14 | 13F | Raymond James Financial Inc | 319 897 | 11,02 | 12 943 | 18,90 | ||||
2025-07-11 | 13F | Cypress Financial Planning Llc | 14 307 | −15,84 | 579 | −9,97 | ||||
2025-06-24 | NP | Innovator ETFs Trust - Innovator Laddered Fund of U.S. Equity Power Buffer ETFs | 1 273 666 | 12,45 | 48 062 | 8,63 | ||||
2025-08-11 | 13F | Outlook Wealth Advisors, LLC | 18 479 | −0,29 | 748 | 6,71 | ||||
2025-08-14 | 13F | Aqr Capital Management Llc | 0 | −100,00 | 0 | |||||
2025-08-11 | 13F | Capital Square, LLC | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | SageView Advisory Group, LLC | 12 271 | 0,00 | 506 | 9,29 | ||||
2025-08-14 | 13F | First Commonwealth Financial Corp /pa/ | 57 121 | 10,29 | 2 311 | 18,15 | ||||
2025-08-08 | 13F | Altfest L J & Co Inc | 13 959 | −9,91 | 565 | −3,59 | ||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 578 566 | −0,95 | 23 | 4,55 | ||||
2025-08-11 | 13F | Resurgent Financial Advisors LLC | 7 246 | 29,21 | 293 | 38,86 | ||||
2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 8 248 | 0,00 | 334 | 7,07 | ||||
2025-08-05 | 13F | Milestone Asset Management, Llc | 15 454 | −2,66 | 625 | 4,34 | ||||
2025-07-29 | 13F | Koshinski Asset Management, Inc. | 8 768 | −11,55 | 355 | −5,35 | ||||
2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 15 577 | −0,37 | 595 | −1,00 | ||||
2025-07-18 | 13F | Truist Financial Corp | 236 344 | −0,16 | 9 562 | 6,92 | ||||
2025-07-10 | 13F | Focus Financial Network, Inc. | 18 163 | −9,14 | 735 | −2,78 | ||||
2025-07-31 | 13F | Orion Capital Management LLC | 35 255 | −3,16 | 1 426 | 3,71 | ||||
2025-07-25 | 13F | Yarger Wealth Strategies, Llc | 71 040 | −3,26 | 2 874 | 3,60 | ||||
2025-08-19 | 13F | Cape Investment Advisory, Inc. | 16 970 | −5,56 | 687 | 1,18 | ||||
2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 18 372 | −10,32 | 743 | −3,88 | ||||
2025-08-14 | 13F | Sunbelt Securities, Inc. | 1 632 | 0,00 | 63 | 1,64 | ||||
2025-07-17 | 13F | City Holding Co | 26 406 | −2,15 | 1 068 | 4,81 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 19 680 | −51,36 | 796 | −47,91 | ||||
2025-08-05 | 13F | Integrity Financial Corp /WA | 1 391 | −1,21 | 56 | 5,66 | ||||
2025-08-14 | 13F | Hrt Financial Lp | 0 | −100,00 | 0 | |||||
2025-08-29 | 13F | Centaurus Financial, Inc. | 4 670 | 0,00 | 0 | |||||
2025-05-12 | 13F | Fmr Llc | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | Bedel Financial Consulting, Inc. | 7 466 | 0,00 | 302 | 7,09 | ||||
2025-07-28 | 13F | RFG Advisory, LLC | 30 996 | −24,35 | 1 254 | −18,99 | ||||
2025-05-15 | 13F | Talon Private Wealth, LLC | 0 | −100,00 | 0 | |||||
2025-07-15 | 13F | Retirement Income Solutions, Inc | 9 432 | 0,00 | 382 | 7,02 | ||||
2025-07-16 | 13F | Kathmere Capital Management, LLC | 5 000 | 202 | ||||||
2025-07-17 | 13F | Clay Northam Wealth Management, LLC | 36 060 | −0,83 | 1 459 | 6,19 | ||||
2025-08-04 | 13F | Assetmark, Inc | 47 | −26,56 | 2 | −50,00 | ||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 64 521 | −50,37 | 3 | −50,00 | ||||
2025-08-14 | 13F | Old Mission Capital Llc | 119 246 | −60,10 | 4 825 | −57,27 | ||||
2025-07-28 | 13F | WealthPLAN Partners, LLC | 7 755 | 0,00 | 314 | 7,19 | ||||
2025-08-14 | 13F | Visionary Wealth Advisors | 23 849 | 0,00 | 965 | 6,99 | ||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 398 909 | −0,02 | 15 955 | 5,85 | ||||
2025-07-28 | 13F | Cornerstone Wealth Group, LLC | 31 408 | −0,15 | 1 271 | 6,90 | ||||
2025-08-04 | 13F | Pensionmark Financial Group, Llc | 6 245 | −19,62 | 253 | −13,99 | ||||
2025-08-14 | 13F | GWM Advisors LLC | 20 482 | −72,60 | 829 | −70,68 | ||||
2025-07-08 | 13F | Ptm Wealth Management, Llc | 17 683 | 0,00 | 719 | 15,06 | ||||
2025-07-23 | 13F | Columbus Macro, LLC | 5 989 | −35,69 | 242 | −31,05 | ||||
2025-07-31 | 13F | Pinnacle Wealth Management Group, Inc. | 17 955 | 0,00 | 726 | 7,08 | ||||
2025-08-11 | 13F | Brown Wealth Management, Llc | 7 078 | 0,00 | 286 | 7,12 | ||||
2025-07-14 | 13F | AdvisorNet Financial, Inc | 1 685 | 0,00 | 68 | 7,94 | ||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 72 247 | −42,93 | 2 938 | −38,58 | ||||
2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 5 666 | −0,67 | 229 | 6,51 | ||||
2025-07-22 | 13F | Diligent Investors, LLC | 118 243 | −0,59 | 4 784 | 6,48 | ||||
2025-07-16 | 13F | John W. Brooker & Co., CPAs | 17 140 | −62,75 | 699 | −59,78 | ||||
2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 102 907 | −1,13 | 4 164 | 5,87 | ||||
2025-08-08 | 13F | Foundations Investment Advisors, LLC | 30 016 | −5,27 | 1 214 | 1,42 | ||||
2025-08-07 | 13F | Lakeridge Wealth Management LLC | 8 075 | 18,32 | 327 | 26,85 | ||||
2025-05-07 | 13F | Keystone Financial Group, Inc. | 0 | −100,00 | 0 | |||||
2025-07-09 | 13F | Lineweaver Wealth Advisors, LLC | 74 853 | −2,24 | 3 029 | 4,70 | ||||
2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 27 122 | −36,38 | 1 097 | −31,86 | ||||
2025-07-14 | 13F | Buska Wealth Management, LLC | 29 419 | −22,28 | 1 190 | −16,78 | ||||
2025-07-07 | 13F | Schulz Wealth, LTD. | 23 065 | 0,00 | 933 | 7,12 | ||||
2025-08-07 | 13F | Allworth Financial LP | 0 | −100,00 | 0 | |||||
2025-07-15 | 13F | McAdam, LLC | 14 358 | 0,00 | 581 | 7,01 | ||||
2025-07-15 | 13F | Armis Advisers, LLC | 6 400 | 0,00 | 259 | 7,05 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | 24 122 | 976 | ||||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 386 368 | 33,46 | 15 632 | 42,93 | ||||
2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 39 445 | −0,42 | 1 596 | 6,62 | ||||
2025-08-08 | 13F | Wealth Alliance | 34 114 | 0,00 | 1 380 | 7,14 | ||||
2025-08-12 | 13F | LPL Financial LLC | 193 190 | 8,93 | 7 816 | 16,66 | ||||
2025-08-07 | 13F | Resources Investment Advisors, LLC. | 90 612 | 51,26 | 3 666 | 62,00 | ||||
2025-08-13 | 13F | Natixis Advisors, L.p. | 19 389 | 0,00 | 1 | |||||
2025-07-30 | 13F | Retirement Planning Group | 15 792 | −16,77 | 639 | −10,89 | ||||
2025-08-14 | 13F | Colony Group, LLC | 172 270 | −4,13 | 6 970 | 2,68 | ||||
2025-08-21 | 13F | Winnow Wealth Llc | 0 | 0 | ||||||
2025-08-11 | 13F | WPWealth LLP | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-31 | 13F | Whipplewood Advisors, LLC | 206 | −94,09 | 8 | 14,29 | ||||
2025-08-01 | 13F | Corrado Advisors, Llc | 44 198 | −47,12 | 1 788 | −43,36 | ||||
2025-07-30 | 13F | Brookstone Capital Management | 167 787 | −16,46 | 6 789 | −10,54 | ||||
2025-08-01 | 13F | FSA Advisors, Inc. | 31 147 | −2,66 | 1 260 | 4,30 | ||||
2025-08-04 | 13F | Creative Financial Designs Inc /adv | 2 100 | −32,69 | 85 | −28,21 | ||||
2025-08-15 | 13F | Sugar Maple Asset Management, LLC | 11 948 | 0,00 | 483 | 7,10 | ||||
2025-07-10 | 13F | Atticus Wealth Management, Llc | 7 155 | 0,00 | 289 | 7,04 | ||||
2025-08-11 | 13F | Bellwether Advisors, LLC | 64 504 | −0,10 | 2 610 | 6,97 | ||||
2025-08-12 | 13F | MAI Capital Management | 53 734 | −0,30 | 2 174 | 6,78 | ||||
2025-08-14 | 13F | Mml Investors Services, Llc | 67 651 | 6,00 | 3 | 0,00 | ||||
2025-07-17 | 13F | Wagner Wealth Management, Llc | 2 000 | 0,00 | 81 | 6,67 | ||||
2025-07-29 | 13F | Chicago Partners Investment Group LLC | 8 253 | −9,33 | 339 | −1,74 | ||||
2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 5 704 | −25,23 | 215 | −26,62 | ||||
2025-08-15 | 13F | Morgan Stanley | 1 375 | 0,00 | 56 | 7,84 | ||||
2025-07-28 | 13F | Compass Advisory Group LLC | 7 690 | 0,00 | 311 | 7,24 | ||||
2025-07-28 | 13F | Elmwood Wealth Management, Inc. | 7 300 | 0,00 | 295 | 7,27 | ||||
2025-08-05 | 13F | Tsfg, Llc | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Jane Street Group, Llc | 0 | −100,00 | 0 | |||||
2025-08-08 | 13F | Larson Financial Group LLC | 0 | −100,00 | 0 | |||||
2025-05-14 | 13F | Frisch Financial Group, Inc. | 0 | −100,00 | 0 | |||||
2025-07-03 | 13F | Fiduciary Financial Group, Llc | 37 780 | 0,00 | 1 528 | 11,29 | ||||
2025-08-05 | 13F | Sigma Planning Corp | 11 228 | −30,48 | 454 | −25,57 | ||||
2025-07-28 | 13F | Mutual Advisors, LLC | 13 209 | 0,00 | 544 | 9,48 | ||||
2025-07-23 | 13F | Castle Rock Wealth Management, LLC | 18 506 | −10,84 | 760 | −3,06 | ||||
2025-07-28 | 13F | Harbour Investments, Inc. | 17 445 | −3,62 | 706 | 3,22 | ||||
2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 1 745 | 0,00 | 71 | 7,69 | ||||
2025-08-13 | 13F | Cresset Asset Management, LLC | 453 282 | −2,77 | 18 340 | 4,12 | ||||
2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 240 057 | −2,26 | 9 713 | 4,67 | ||||
2025-08-13 | 13F | Continuum Advisory, LLC | 32 742 | −13,95 | 1 325 | −7,86 | ||||
2025-07-09 | 13F | Fiduciary Alliance LLC | 8 261 | 5,26 | 334 | 12,84 | ||||
2025-04-01 | 13F/A | Family Wealth Group, LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-12 | 13F | Tradition Wealth Management, LLC | 60 614 | −4,79 | 2 452 | 1,95 | ||||
2025-07-31 | 13F | Cardinal Point Capital Management, ULC | 6 295 | 0,00 | 255 | 7,17 | ||||
2025-07-22 | 13F | Miracle Mile Advisors, LLC | 205 657 | −1,50 | 8 321 | 5,48 | ||||
2025-08-14 | 13F/A | Barclays Plc | 4 839 | 2 943,40 | 0 | |||||
2025-04-30 | 13F | Stratos Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-08-29 | 13F | Evolution Wealth Management Inc. | 6 329 | 256 | ||||||
2025-05-20 | 13F | Belpointe Asset Management LLC | 0 | −100,00 | 0 | |||||
2025-07-14 | 13F | Kfg Wealth Management, Llc | 88 747 | −0,62 | 3 591 | 6,43 | ||||
2025-08-13 | 13F | Townsquare Capital Llc | 0 | −100,00 | 0 | |||||
2025-07-30 | 13F | Red Crane Wealth Management, Llc | 36 953 | −20,50 | 1 495 | −14,86 | ||||
2025-08-14 | 13F | Alliancebernstein L.p. | 2 591 649 | −1,36 | 104 858 | 5,64 | ||||
2025-05-15 | 13F | Wolverine Trading, Llc | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-14 | 13F | UBS Group AG | 48 644 | 439,29 | 1 968 | 478,82 | ||||
2025-07-14 | 13F | Chris Bulman Inc | 44 459 | −8,71 | 1 799 | −2,23 | ||||
2025-08-13 | 13F | Capital Analysts, Inc. | 10 954 | −7,97 | 0 | |||||
2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 5 432 | 56,86 | 220 | 68,46 | ||||
2025-08-14 | 13F | Mariner, LLC | 16 875 | 0,00 | 683 | 7,06 | ||||
2025-08-11 | 13F | HighTower Advisors, LLC | 339 082 | −36,70 | 13 719 | −32,20 | ||||
2025-08-08 | 13F | Kingsview Wealth Management, LLC | 22 524 | −9,51 | 911 | −3,09 | ||||
2025-08-13 | 13F | Cerity Partners LLC | 740 922 | 29 978 | ||||||
2025-05-14 | 13F | CIBC Private Wealth Group, LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-14 | 13F | Southland Equity Partners LLC | 76 056 | −1,74 | 3 077 | 5,23 | ||||
2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 2 514 | −5,91 | 0 | −100,00 | ||||
2025-07-24 | 13F | Bernard Wealth Management Corp. | 701 | 0,00 | 28 | 7,69 | ||||
2025-08-08 | 13F | Cetera Investment Advisers | 260 763 | −2,27 | 10 550 | 4,66 | ||||
2025-07-10 | 13F | ARS Wealth Advisors Group, LLC | 20 544 | −9,00 | 831 | −2,46 | ||||
2025-08-14 | 13F | Two Sigma Securities, Llc | 0 | −100,00 | 0 | |||||
2025-07-24 | 13F | Vantage Point Financial LLC | 11 010 | −0,09 | 445 | 6,97 | ||||
2025-08-14 | 13F | Royal Bank Of Canada | 550 | −83,01 | 22 | −82,11 | ||||
2025-07-24 | 13F | IFP Advisors, Inc | 17 013 | −10,09 | 688 | −3,64 | ||||
2025-08-05 | 13F | WorthPointe, LLC | 5 158 | 209 | ||||||
2025-07-17 | 13F | Janney Montgomery Scott LLC | 71 147 | 0,83 | 3 | 0,00 | ||||
2025-07-29 | 13F | Straight Path Wealth Management | 10 078 | 408 | ||||||
2025-07-25 | 13F | Mitchell Capital Management Co | 6 754 | −26,59 | 277 | −20,46 | ||||
2025-07-15 | 13F | BCS Wealth Management | 61 747 | −10,15 | 2 | 0,00 | ||||
2025-08-06 | 13F | Maltin Wealth Management, Inc. | 13 581 | 0,00 | 549 | 7,02 | ||||
2025-08-08 | 13F | Emerald Investment Partners, Llc | 3 850 | 0,00 | 156 | 6,90 | ||||
2025-04-15 | 13F | Integral Investment Advisors, Inc. | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | Change Path, LLC | 25 750 | −0,22 | 1 042 | 6,88 | ||||
2025-07-29 | 13F | Stephens Inc /ar/ | 0 | −100,00 | 0 | |||||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 10 035 | −17,64 | 406 | −11,93 | ||||
2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1 208 | 49 | ||||||
2025-07-29 | 13F | BKD Wealth Advisors, LLC | 32 455 | −7,44 | 1 313 | −0,83 | ||||
2025-08-12 | 13F | Wisconsin Wealth Advisors, LLC | 7 285 | 0,00 | 295 | 6,91 | ||||
2025-04-29 | 13F | U.S. Capital Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | Archer Investment Corp | 10 000 | 0,00 | 405 | 7,16 | ||||
2025-07-31 | 13F | Gill Capital Partners, Llc | 107 229 | −2,66 | 4 338 | 4,25 | ||||
2025-08-11 | 13F | Principal Securities, Inc. | 12 065 | −6,61 | 488 | −1,81 | ||||
2025-08-12 | 13F | Weaver Consulting Group | 21 373 | −5,68 | 865 | 0,93 | ||||
2025-08-05 | 13F | BCGM Wealth Management, LLC | 31 776 | 0,00 | 1 286 | 7,08 | ||||
2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Benjamin Edwards Inc | 19 136 | −2,23 | 774 | 4,74 | ||||
2025-07-25 | 13F | Parker Financial LLC | 6 138 | −12,43 | 248 | −6,06 | ||||
2025-08-13 | 13F | Luminist Capital LLC | 0 | −100,00 | 0 | |||||
2025-08-07 | 13F | Sound View Wealth Advisors Group, LLC | 7 079 | −3,83 | 286 | 2,88 | ||||
2025-07-22 | 13F | Berkshire Money Management, Inc. | 5 173 | 209 | ||||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 812 460 | 0,17 | 32 872 | 7,27 | ||||
2025-07-28 | 13F | Axxcess Wealth Management, Llc | 9 265 | 0,00 | 375 | 6,86 | ||||
2025-07-25 | 13F | Lion Street Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-08-19 | 13F | Advisory Services Network, LLC | 90 411 | 2,24 | 3 731 | 11,71 | ||||
2025-07-14 | 13F | CRA Financial Services, LLC | 82 535 | −3,98 | 3 339 | 2,83 | ||||
2025-08-14 | 13F | AllSquare Wealth Management LLC | 350 | 0,00 | 14 | 7,69 | ||||
2025-07-22 | 13F | Beacon Financial Advisory LLC | 18 656 | −8,89 | 755 | −2,46 | ||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 1 859 | 15,39 | 75 | 25,00 | ||||
2025-07-24 | 13F | Blair William & Co/il | 358 968 | −22,06 | 14 524 | −16,53 | ||||
2025-08-15 | 13F | Nikulski Financial, Inc. | 8 970 | 0,00 | 363 | 7,10 | ||||
2025-08-11 | 13F | Anfield Capital Management, LLC | 342 | 14 | ||||||
2025-07-31 | 13F | Curio Wealth, Llc | 130 | 5 | ||||||
2025-08-15 | 13F | Captrust Financial Advisors | 82 877 | 0,03 | 3 353 | 7,12 | ||||
2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 172 676 | −10,21 | 6 986 | −3,84 |