Grundläggande statistik
Institutionella ägare | 294 total, 294 long only, 0 short only, 0 long/short - change of −0,67% MRQ |
Genomsnittlig portföljallokering | 0.4220 % - change of −6,51% MRQ |
Institutionella aktier (lång) | 69 429 485 (ex 13D/G) - change of 6,47MM shares 10,27% MRQ |
Institutionellt värde (lång) | $ 1 254 456 USD ($1000) |
Institutionellt ägande och aktieägare
Global X Funds - Global X U.S. Preferred ETF (US:PFFD) har 294 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 69,429,485 aktier. Största aktieägare inkluderar Orgel Wealth Management, LLC, Bank Of America Corp /de/, Morgan Stanley, LPL Financial LLC, Global X Japan Co., Ltd., Wells Fargo & Company/mn, New York Life Investment Management Llc, Envestnet Asset Management Inc, Lido Advisors, LLC, and Full Sail Capital, LLC .
Global X Funds - Global X U.S. Preferred ETF (ARCA:PFFD) 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 10, 2025 is 19,61 / share. Previously, on September 10, 2024, the share price was 20,43 / share. This represents a decline of 4,00% 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.
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Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-08 | 13F | Advisors Capital Management, LLC | 68 862 | 0,41 | 1 297 | −0,69 | ||||
2025-08-14 | 13F | Goldman Sachs Group Inc | 0 | −100,00 | 0 | |||||
2025-08-11 | 13F | Private Advisor Group, LLC | 90 170 | −46,92 | 1 698 | −47,53 | ||||
2025-07-24 | 13F | Endeavor Private Wealth, Inc. | 0 | −100,00 | 0 | |||||
2025-08-05 | 13F | American Institute for Advanced Investment Management, LLP | 36 908 | 0,00 | 695 | −1,14 | ||||
2025-08-13 | 13F | Renaissance Technologies Llc | 61 300 | 1 154 | ||||||
2025-07-08 | 13F | Webster Bank, N. A. | 526 | 0,00 | 10 | −10,00 | ||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 35 807 | −8,43 | 674 | −9,41 | ||||
2025-08-08 | 13F | Creative Planning | 1 027 036 | −0,41 | 19 339 | −1,51 | ||||
2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 10 000 | 0,00 | 188 | −1,05 | ||||
2025-08-14 | 13F | Qube Research & Technologies Ltd | 8 371 | 40,55 | 158 | 38,94 | ||||
2025-07-31 | 13F | Oppenheimer & Co Inc | 0 | −100,00 | 0 | |||||
2025-08-07 | 13F | CSM Advisors, LLC | 26 100 | 0,00 | 0 | |||||
2025-08-25 | NP | MAINSTAY VP FUNDS TRUST - MainStay VP IQ Hedge Multi-Strategy Portfolio Initial Class | 411 322 | 685,13 | 7 745 | 676,83 | ||||
2025-08-12 | 13F | Inscription Capital, LLC | 15 966 | 301 | ||||||
2025-08-12 | 13F | Atlas Capital Advisors Llc | 7 453 | 0,00 | 140 | −0,71 | ||||
2025-08-07 | 13F | Howard Bailey Securities, Llc | 12 700 | 1,38 | 239 | 0,42 | ||||
2025-08-11 | 13F | Tidemark, LLC | 7 467 | −2,49 | 141 | −3,45 | ||||
2025-08-14 | 13F | Full Sail Capital, LLC | 1 396 074 | −2,16 | 26 288 | −3,24 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | 41 721 | 173,69 | 786 | 170,69 | ||||
2025-05-13 | 13F | Freestone Capital Holdings, LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Citadel Advisors Llc | Call | 20 400 | −57,32 | 384 | −57,80 | |||
2025-08-14 | 13F | Abound Financial, Llc | 0 | −100,00 | 0 | |||||
2025-08-11 | 13F | State of Wisconsin - Board of Commissioners of Public Lands | 1 341 305 | 0,00 | 25 257 | −1,10 | ||||
2025-08-11 | 13F | Trajan Wealth LLC | 117 312 | −5,56 | 2 209 | −6,64 | ||||
2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 10 084 | −0,27 | 190 | −1,56 | ||||
2025-07-31 | 13F | Wealthfront Advisers Llc | 13 684 | 258 | ||||||
2025-08-11 | 13F | WPG Advisers, LLC | 1 845 | 113,05 | 35 | 112,50 | ||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 150 010 | −3,61 | 3 | 0,00 | ||||
2025-08-14 | 13F | Mml Investors Services, Llc | 384 175 | 26,00 | 7 | 40,00 | ||||
2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 24 172 | 13,92 | 455 | 12,62 | ||||
2025-07-30 | 13F | First Citizens Bank & Trust Co | 23 735 | 46,92 | 447 | 45,28 | ||||
2025-08-12 | 13F | Pathstone Holdings, LLC | 12 175 | 0,00 | 229 | −0,87 | ||||
2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 49 010 | 1,40 | 923 | 0,22 | ||||
2025-05-15 | 13F | Hrt Financial Lp | 0 | −100,00 | 0 | |||||
2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 5 | 0,00 | 0 | |||||
2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 605 | 0,00 | 11 | 0,00 | ||||
2025-08-14 | 13F | Summit Trail Advisors, Llc | 11 250 | 12,50 | 212 | 11,05 | ||||
2025-08-14 | 13F | TT Capital Management LLC | 28 500 | 533 | ||||||
2025-08-12 | 13F | Kohmann Bosshard Financial Services, LLC | 27 757 | −48,09 | 523 | −48,72 | ||||
2025-07-09 | 13F | Triumph Capital Management | 43 636 | 3,90 | 822 | 2,75 | ||||
2025-08-14 | 13F | Ancora Advisors, LLC | 154 | 0,00 | 3 | 0,00 | ||||
2025-07-10 | 13F | Orgel Wealth Management, LLC | 6 963 093 | 131 115 | ||||||
2025-08-08 | 13F/A | Prospect Financial Services LLC | 56 135 | −17,80 | 1 057 | −18,69 | ||||
2025-08-15 | 13F | Morgan Stanley | 4 472 337 | 3,87 | 84 214 | 2,73 | ||||
2025-07-11 | 13F | Global X Japan Co., Ltd. | 3 540 531 | 11,58 | 66 668 | 10,35 | ||||
2025-08-15 | 13F | Equitable Holdings, Inc. | 93 084 | 2,75 | 1 753 | 1,62 | ||||
2025-05-14 | 13F | Entrewealth, Llc | 0 | −100,00 | 0 | |||||
2025-07-31 | 13F | Rational Advisors Llc | 1 102 418 | 0,77 | 20 759 | −0,34 | ||||
2025-07-14 | 13F | Ridgewood Investments LLC | 0 | −100,00 | 0 | |||||
2025-04-22 | 13F | PFG Investments, LLC | 0 | −100,00 | 0 | |||||
2025-08-28 | NP | SSIZX - Sierra Tactical Core Income Fund Class A Shares | 560 100 | 10 547 | ||||||
2025-08-08 | 13F | Cetera Investment Advisers | 1 072 979 | 12,57 | 20 204 | 11,34 | ||||
2025-08-13 | 13F | Rockport Wealth LLC | 147 555 | 7,53 | 2 778 | 6,36 | ||||
2025-08-08 | 13F | Compass Financial Services Inc | 35 | 0,00 | 1 | |||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-05 | 13F | American Capital Advisory, LLC | 693 | 0,00 | 13 | 0,00 | ||||
2025-08-11 | 13F | Delta Asset Management Llc/tn | 97 | 0,00 | 2 | 0,00 | ||||
2025-07-30 | 13F | First Interstate Bank | 121 662 | 2 291 | ||||||
2025-08-12 | 13F | FUKOKU MUTUAL LIFE INSURANCE Co | 919 000 | 0,00 | 17 305 | −1,10 | ||||
2025-07-16 | 13F | Perigon Wealth Management, LLC | 25 469 | −0,66 | 480 | −1,84 | ||||
2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 13 011 | −1,25 | 245 | −2,40 | ||||
2025-08-14 | 13F | Bluefin Capital Management, Llc | 0 | −100,00 | 0 | |||||
2025-08-11 | 13F | Traub Capital Management LLC | 109 627 | 2 064 | ||||||
2025-08-12 | 13F | PSI Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Warren Averett Asset Management, LLC | 68 159 | 2,99 | 1 283 | 1,83 | ||||
2025-07-17 | 13F | Sound Income Strategies, LLC | 274 715 | −1,17 | 5 173 | −2,27 | ||||
2025-08-07 | 13F | Hennion & Walsh Asset Management, Inc. | 31 246 | −98,04 | 588 | −98,06 | ||||
2025-07-09 | 13F | Christopher J. Hasenberg, Inc | 35 | 0,00 | 1 | |||||
2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 21 508 | −1,65 | 405 | −2,88 | ||||
2025-07-11 | 13F | My Legacy Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-08-07 | 13F | CENTRAL TRUST Co | 22 920 | 0,00 | 432 | −1,15 | ||||
2025-07-24 | 13F | IFP Advisors, Inc | 14 377 | −16,54 | 271 | −17,43 | ||||
2025-05-12 | 13F | Independent Advisor Alliance | 0 | −100,00 | 0 | |||||
2025-07-24 | 13F | Us Bancorp \de\ | 12 358 | 0,00 | 233 | −1,28 | ||||
2025-08-08 | 13F | L & S Advisors Inc | 67 161 | 71,61 | 1 265 | 69,66 | ||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 16 652 | −34,65 | 317 | −34,64 | ||||
2025-07-18 | 13F | Madrona Financial Services, LLC | 28 149 | 8,17 | 530 | 7,07 | ||||
2025-07-18 | 13F | Trust Co Of Vermont | 809 | 15 | ||||||
2025-08-04 | 13F | Savvy Advisors, Inc. | 11 378 | 214 | ||||||
2025-08-12 | 13F | Wealthbridge Capital Management, Llc | 25 700 | 0,00 | 484 | −1,23 | ||||
2025-08-13 | 13F | Baird Financial Group, Inc. | 234 527 | 1,71 | 4 416 | 0,59 | ||||
2025-08-13 | 13F | Lido Advisors, LLC | 1 537 167 | 3,02 | 28 945 | 1,88 | ||||
2025-07-17 | 13F | KWB Wealth | 13 864 | −96,39 | 264 | −96,49 | ||||
2025-08-04 | 13F | Assetmark, Inc | 845 138 | 4,08 | 15 914 | 2,93 | ||||
2025-08-28 | NP | GPMIX - GuidePath(R) Multi-Asset Income Allocation Fund Service Shares | 196 976 | 4,20 | 3 709 | 3,06 | ||||
2025-07-24 | 13F | Conning Inc. | 580 200 | 0,00 | 10 925 | −1,10 | ||||
2025-08-07 | 13F | Nwam Llc | 49 542 | 4,51 | 945 | 4,77 | ||||
2025-08-19 | 13F | Asset Dedication, LLC | 441 | 8 | ||||||
2025-08-13 | 13F | Keystone Financial Group | 11 600 | 0,00 | 218 | −0,91 | ||||
2025-07-30 | 13F | Syntegra Private Wealth Group, LLC | 42 106 | 107,91 | 793 | 105,71 | ||||
2025-05-08 | 13F | Gs Investments, Inc. | 0 | −100,00 | 0 | |||||
2025-07-10 | 13F | Focus Financial Network, Inc. | 15 591 | 0,65 | 294 | −0,34 | ||||
2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 3 | 0 | ||||||
2025-07-17 | 13F | David Kennon Inc | 229 687 | −45,50 | 4 325 | −46,09 | ||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 2 751 174 | 17,13 | 51 805 | 15,84 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 201 917 | 56,21 | 3 817 | 55,10 | ||||
2025-08-29 | NP | LNGVX - WisdomTree Siegel Longevity Digital Fund | 407 | 10,30 | 8 | 0,00 | ||||
2025-07-07 | 13F | Investors Research Corp | 74 370 | −1,25 | 1 400 | −2,30 | ||||
2025-07-17 | 13F | Albion Financial Group /ut | 9 154 | 0,00 | 172 | −1,15 | ||||
2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 232 944 | 7,21 | 4 386 | 6,04 | ||||
2025-08-06 | 13F | First Horizon Advisors, Inc. | 1 484 | −10,01 | 28 | −12,90 | ||||
2025-07-03 | 13F | Collective Family Office Llc | 486 072 | −3,19 | 9 153 | −4,26 | ||||
2025-08-14 | 13F | CoreCap Advisors, LLC | 545 | 0,00 | 10 | 0,00 | ||||
2025-07-21 | 13F | Mirae Asset Global Investments Co., Ltd. | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 162 658 | 14,61 | 3 063 | 13,32 | ||||
2025-08-08 | 13F | Foundations Investment Advisors, LLC | 15 605 | 294 | ||||||
2025-07-28 | 13F | Harbour Investments, Inc. | 5 600 | 718,71 | 105 | 707,69 | ||||
2025-08-14 | 13F | CIBC World Markets Inc. | 86 600 | 0,00 | 1 631 | −1,09 | ||||
2025-07-29 | 13F | Angeles Wealth Management, Llc | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Mariner, LLC | 202 028 | −3,94 | 3 804 | −5,00 | ||||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 21 195 | 179,07 | 399 | 179,02 | ||||
2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 146 108 | 17,10 | 2 751 | 15,83 | ||||
2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-14 | 13F | Sowell Financial Services LLC | 14 449 | 7,53 | 272 | 6,67 | ||||
2025-08-05 | 13F | Bank Of Montreal /can/ | 1 120 | 0,00 | 21 | 0,00 | ||||
2025-08-12 | 13F | MAI Capital Management | 301 958 | −11,33 | 5 686 | −12,31 | ||||
2025-05-15 | 13F | Marshall & Sterling Wealth Advisors Inc. | 0 | 0 | ||||||
2025-08-11 | 13F | HighTower Advisors, LLC | 317 869 | −6,24 | 5 985 | −7,28 | ||||
2025-08-14 | 13F | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 351 882 | 9,91 | 6 626 | 8,70 | ||||
2025-08-05 | 13F | Huntington National Bank | 1 | −98,81 | ||||||
2025-08-14 | 13F | Comerica Bank | 15 126 | 15,24 | 285 | 14,06 | ||||
2025-08-04 | 13F | AMG National Trust Bank | 19 088 | 0,00 | 359 | −1,10 | ||||
2025-03-21 | 13F | Prostatis Group LLC | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | Running Point Capital Advisors, LLC | 6 515 | −5,22 | 123 | −6,15 | ||||
2025-08-14 | 13F | MidWestOne Financial Group, Inc. | 12 000 | 0,00 | 226 | −1,32 | ||||
2025-07-09 | 13F | Channel Wealth Llc | 10 453 | −31,90 | 197 | −32,88 | ||||
2025-07-28 | 13F | BRYN MAWR TRUST Co | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-01 | 13F | New York Life Investment Management Llc | 1 848 925 | 562,41 | 34 815 | 555,16 | ||||
2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 4 006 | 0,00 | 75 | −1,32 | ||||
2025-07-25 | 13F | Apollon Financial, LLC | 80 463 | −5,15 | 1 515 | −6,19 | ||||
2025-07-08 | 13F | Apella Capital, LLC | 66 502 | 1 259 | ||||||
2025-07-15 | 13F | Fortitude Family Office, LLC | 3 544 | 67 | ||||||
2025-08-06 | 13F | Texas Yale Capital Corp. | 263 229 | −4,37 | 4 957 | −5,42 | ||||
2025-08-12 | 13F | Global Retirement Partners, LLC | 153 749 | 558,23 | 2 895 | 536,26 | ||||
2025-08-01 | 13F | Chilton Capital Management Llc | 7 950 | −3,21 | 150 | −4,49 | ||||
2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 2 703 | −6,66 | 51 | −9,09 | ||||
2025-08-01 | 13F | Integral Investment Advisors, Inc. | 37 651 | 0,00 | 709 | −1,12 | ||||
2025-08-14 | 13F | Ameriprise Financial Inc | 813 408 | 8,40 | 15 186 | 6,30 | ||||
2025-08-08 | 13F | Leicht Financial Planning & Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | IHT Wealth Management, LLC | 19 946 | 7,57 | 376 | 6,23 | ||||
2025-07-21 | 13F | Old Second National Bank Of Aurora | 1 000 | 0,00 | 19 | −5,26 | ||||
2025-08-08 | 13F | Larson Financial Group LLC | 9 979 | 0,99 | 188 | −0,53 | ||||
2025-07-30 | 13F | Whittier Trust Co | 17 446 | 0,00 | 328 | −0,91 | ||||
2025-07-30 | 13F | Wbh Advisory Inc | 25 361 | 75,50 | 478 | 73,45 | ||||
2025-08-14 | 13F | Colony Group, LLC | 28 479 | −88,11 | 536 | −88,24 | ||||
2025-07-07 | 13F | Global Wealth Strategies & Associates | 717 | 0,00 | 14 | 0,00 | ||||
2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 98 439 | 0,00 | 1 854 | −1,12 | ||||
2025-08-08 | 13F/A | Ignite Planners, LLC | 12 560 | 1,71 | 240 | 3,91 | ||||
2025-08-19 | 13F | National Asset Management, Inc. | 0 | −100,00 | 0 | |||||
2025-07-22 | 13F | Team Financial Group, LLC | 4 154 | 78 | ||||||
2025-08-18 | 13F/A | Kestra Investment Management, LLC | 42 582 | −23,64 | 802 | −24,51 | ||||
2025-08-07 | 13F | Winthrop Capital Management, LLC | 6 140 | 1,24 | 0 | |||||
2025-08-11 | 13F | Citigroup Inc | 2 | −99,21 | 0 | −100,00 | ||||
2025-07-16 | 13F | Advisors Management Group Inc /adv | 15 500 | −7,77 | 0 | |||||
2025-08-11 | 13F | Western Wealth Management, LLC | 27 259 | −21,07 | 513 | −21,92 | ||||
2025-04-15 | 13F | Collier Financial | 142 813 | 2 719 | ||||||
2025-08-29 | 13F | Centaurus Financial, Inc. | 28 118 | 7,60 | 1 | |||||
2025-08-08 | 13F | SBI Securities Co., Ltd. | 202 324 | −31,85 | 3 810 | −32,61 | ||||
2025-07-23 | 13F | Columbus Macro, LLC | 554 683 | 16,17 | 10 445 | 14,88 | ||||
2025-07-22 | 13F | Plimoth Trust Co Llc | 65 205 | 3,87 | 1 228 | 2,68 | ||||
2025-07-24 | 13F | MSH Capital Advisors LLC | 25 956 | −1,53 | 489 | −2,59 | ||||
2025-07-28 | 13F | Kiker Wealth Management, LLC | 0 | −100,00 | 0 | |||||
2025-05-15 | 13F | Van Den Berg Management I, Inc | 0 | −100,00 | 0 | |||||
2025-07-14 | 13F | Park Avenue Securities Llc | 461 058 | 5,55 | 9 | 0,00 | ||||
2025-08-13 | 13F | Bank Of Nova Scotia | 488 900 | 9 206 | ||||||
2025-08-14 | 13F | Harwood Advisory Group, LLC | 0 | −100,00 | 0 | |||||
2025-07-29 | 13F | FLC Capital Advisors | 22 954 | −53,33 | 432 | −53,85 | ||||
2025-08-15 | 13F | Blue Edge Capital, LLC | 191 463 | −2,00 | 3 605 | −3,07 | ||||
2025-07-23 | 13F | Eagle Strategies LLC | 70 360 | 28,23 | 1 325 | 26,82 | ||||
2025-07-08 | 13F | FF Advisors,LLC | 82 891 | 5,37 | 1 561 | 6,12 | ||||
2025-05-01 | 13F | Steel Peak Wealth Management LLC | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | Howe & Rusling Inc | 4 281 | −42,98 | 81 | −43,66 | ||||
2025-08-05 | 13F | Fourth Dimension Wealth, LLC | 6 | 0,00 | 0 | |||||
2025-07-29 | 13F | Unison Advisors LLC | 66 032 | 5,85 | 1 243 | 4,72 | ||||
2025-08-13 | 13F | WCG Wealth Advisors LLC | 20 227 | −1,02 | 381 | −2,31 | ||||
2025-07-29 | 13F | Aire Advisors, Llc | 332 235 | −2,63 | 6 256 | −3,71 | ||||
2025-08-11 | 13F | Intrepid Financial Planning Group LLC | 34 636 | −0,38 | 652 | −1,36 | ||||
2025-08-12 | 13F | Integras Partners LLC | 0 | −100,00 | 0 | |||||
2025-07-17 | 13F | Janney Montgomery Scott LLC | 48 196 | −3,08 | 1 | |||||
2025-08-08 | 13F | New England Capital Financial Advisors LLC | 823 | 15 | ||||||
2025-06-26 | NP | HNDL - Strategy Shares Nasdaq 7 HANDL(TM) Index ETF | 1 089 088 | −5,41 | 20 399 | −10,53 | ||||
2025-08-13 | 13F | Cerity Partners LLC | 10 203 | 193 | ||||||
2025-08-13 | 13F | American Investment Services, Inc. | 11 328 | 4,83 | 213 | 3,90 | ||||
2025-05-15 | 13F | Talon Private Wealth, LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 4 777 | −8,42 | 90 | −10,10 | ||||
2025-05-14 | 13F | Leslie Global Wealth, LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Modern Wealth Management, LLC | 12 808 | −97,70 | 241 | −97,73 | ||||
2025-08-18 | 13F | Geneos Wealth Management Inc. | 5 516 | 116,99 | 104 | 114,58 | ||||
2025-08-11 | 13F | Perennial Investment Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-07-23 | 13F | REAP Financial Group, LLC | 73 | 0,00 | 1 | 0,00 | ||||
2025-07-23 | 13F | Nbt Bank N A /ny | 12 000 | 0,00 | 226 | −1,32 | ||||
2025-08-13 | 13F | Plan Group Financial, LLC | 140 494 | 107,25 | 2 646 | 105,04 | ||||
2025-04-01 | 13F | Massmutual Trust Co Fsb/adv | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 1 | −94,44 | 0 | |||||
2025-08-19 | 13F | Advisory Services Network, LLC | 18 312 | 9,61 | 351 | 10,06 | ||||
2025-08-11 | 13F | Brown Brothers Harriman & Co | 5 100 | 96 | ||||||
2025-08-12 | 13F | Cornerstone Select Advisors, LLC | 11 549 | −4,15 | 217 | −5,24 | ||||
2025-08-04 | 13F | MeadowBrook Investment Advisors LLC | 8 080 | −22,79 | 152 | −23,62 | ||||
2025-08-07 | 13F | Parkside Financial Bank & Trust | 0 | −100,00 | 0 | |||||
2025-04-17 | 13F | Monticello Wealth Management, Llc | 0 | −100,00 | 0 | |||||
2025-08-07 | 13F | 1620 Investment Advisors, Inc. | 16 732 | 23,56 | 315 | 22,57 | ||||
2025-07-22 | 13F | Appleton Partners Inc/ma | 214 421 | −5,72 | 4 | 0,00 | ||||
2025-07-29 | 13F | Activest Wealth Management | 29 757 | 0,38 | 560 | −0,71 | ||||
2025-08-13 | 13F | Cary Street Partners Financial Llc | 10 770 | 7,70 | 203 | 6,32 | ||||
2025-08-14 | 13F | Gotham Asset Management, LLC | 22 999 | 1,54 | 433 | 0,46 | ||||
2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | −100,00 | 0 | |||||
2025-08-04 | 13F | Spire Wealth Management | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | Put | 0 | −100,00 | 0 | ||||
2025-08-08 | 13F | CFO4Life Group, LLC | 16 888 | 0,00 | 318 | −0,93 | ||||
2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 1 587 | −67,69 | 30 | −68,82 | ||||
2025-08-12 | 13F | AlphaCore Capital LLC | 155 310 | −0,10 | 2 924 | −1,22 | ||||
2025-07-28 | 13F | Mutual Advisors, LLC | 74 383 | −2,01 | 1 421 | −0,28 | ||||
2025-08-14 | 13F | UBS Group AG | 1 071 466 | 16,64 | 20 176 | 15,35 | ||||
2025-08-12 | 13F | Financial Advocates Investment Management | 65 370 | −21,22 | 1 231 | −22,10 | ||||
2025-05-09 | 13F | Fortis Capital Management LLC | 0 | −100,00 | 0 | |||||
2025-08-05 | 13F | Compton Financial Group, LLC | 0 | −100,00 | 0 | |||||
2025-04-30 | 13F | Valeo Financial Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-08-11 | 13F | Principal Securities, Inc. | 81 167 | 5,60 | 1 528 | 1,93 | ||||
2025-07-21 | 13F | Crews Bank & Trust | 125 380 | 7,16 | 2 361 | 5,97 | ||||
2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | Nemes Rush Group LLC | 131 | 1,55 | 2 | 0,00 | ||||
2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 304 662 | 1,51 | 5 737 | 0,39 | ||||
2025-07-22 | 13F | Accel Wealth Management | 46 577 | −23,45 | 877 | −24,27 | ||||
2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 334 995 | 352 526,32 | 6 308 | 630 600,00 | ||||
2025-08-12 | 13F | Meridian Wealth Advisors, LLC | 29 000 | 0,00 | 546 | −1,09 | ||||
2025-08-14 | 13F | Raymond James Financial Inc | 994 780 | −5,83 | 18 732 | −6,87 | ||||
2025-05-08 | 13F | Bank of Jackson Hole Trust | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 137 438 | 15,01 | 2 588 | 13,76 | ||||
2025-07-21 | 13F | Future Financial Wealth Managment LLC | 3 305 | −46,74 | 62 | −47,46 | ||||
2025-08-13 | 13F | Scotia Capital Inc. | 15 537 | 23,41 | 293 | 22,18 | ||||
2025-07-10 | 13F | HF Advisory Group, LLC | 10 386 | 1,83 | 196 | 0,52 | ||||
2025-08-06 | 13F | Rialto Wealth Management, LLC | 0 | −100,00 | 0 | |||||
2025-07-21 | 13F | Ameritas Advisory Services, LLC | 7 901 | 149 | ||||||
2025-08-04 | 13F | Creekmur Asset Management LLC | 1 | 0,00 | 0 | |||||
2025-08-14 | 13F | Clarity Asset Management, Inc. | 536 | 10 | ||||||
2025-08-06 | 13F | Golden State Wealth Management, LLC | 7 452 | −13,61 | 140 | −14,63 | ||||
2025-07-15 | 13F | GSB Wealth Management, LLC | 135 355 | 16,52 | 1 751 | −20,85 | ||||
2025-08-11 | 13F | Inspire Advisors, LLC | 32 027 | −5,53 | 603 | −6,51 | ||||
2025-07-11 | 13F/A | Umb Bank N A/mo | 2 962 | 0,00 | 56 | −1,79 | ||||
2025-08-12 | 13F | Segall Bryant & Hamill, Llc | 25 430 | −1,47 | 479 | −2,65 | ||||
2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 305 | 0,99 | 6 | 0,00 | ||||
2025-07-18 | 13F | Naples Global Advisors, Llc | 458 365 | 6,88 | 8 631 | 5,71 | ||||
2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 17 246 | −1,75 | 325 | −2,99 | ||||
2025-07-15 | 13F | Oxinas Partners Wealth Management LLC | 10 653 | −9,74 | 201 | −10,71 | ||||
2025-08-14 | 13F | Sunbelt Securities, Inc. | 15 345 | −6,40 | 299 | −4,17 | ||||
2025-07-15 | 13F | FLP Wealth Management, LLC | 0 | −100,00 | 0 | |||||
2025-05-08 | 13F | Armis Advisers, LLC | 0 | −100,00 | 0 | |||||
2025-07-10 | 13F | Ahl Investment Management, Inc. | 417 733 | −0,36 | 7 866 | −1,47 | ||||
2025-07-24 | 13F | Blair William & Co/il | 2 728 | 3 442,86 | 51 | 5 000,00 | ||||
2025-08-14 | 13F | Horizon Investments, LLC | 65 | 1 | ||||||
2025-08-14 | 13F | Stifel Financial Corp | 18 064 | −12,43 | 340 | −13,27 | ||||
2025-05-14 | 13F | Orion Capital Management LLC | 0 | −100,00 | 0 | |||||
2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 137 491 | −4,63 | 2 589 | −5,72 | ||||
2025-08-11 | 13F | Anderson Financial Strategies, LLC | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Continuum Advisory, LLC | 33 962 | 313,26 | 640 | 309,62 | ||||
2025-07-15 | 13F | RVW Wealth, LLC | 20 803 | 0,00 | 392 | −1,26 | ||||
2025-08-13 | 13F | GeoWealth Management, LLC | 18 004 | 2,23 | 339 | 1,19 | ||||
2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 30 627 | −6,77 | 577 | −7,84 | ||||
2025-08-14 | 13F | Bank Of America Corp /de/ | 5 665 148 | −11,54 | 106 675 | −12,51 | ||||
2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 36 758 | 16,43 | 692 | 15,14 | ||||
2025-05-14 | 13F | Jane Street Group, Llc | 0 | −100,00 | 0 | |||||
2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 10 000 | 0,00 | 188 | −1,05 | ||||
2025-07-16 | 13F | Essex Financial Services, Inc. | 39 671 | 0,00 | 747 | −1,06 | ||||
2025-08-08 | 13F | Fortis Group Advisors, LLC | 375 | 0,00 | 7 | 0,00 | ||||
2025-07-17 | 13F | Prepared Retirement Institute LLC | 118 938 | −9,90 | 2 240 | −10,90 | ||||
2025-08-18 | 13F | Front Row Advisors LLC | 8 000 | 0,00 | 151 | −1,32 | ||||
2025-07-25 | 13F | RHS Financial, LLC | 45 567 | −23,12 | 858 | −23,94 | ||||
2025-08-06 | 13F | AE Wealth Management LLC | 10 900 | 4,44 | 205 | 3,54 | ||||
2025-08-13 | 13F | Quadrature Capital Ltd | 103 685 | 1 952 | ||||||
2025-08-12 | 13F | Change Path, LLC | 87 061 | 3,94 | 1 639 | 2,82 | ||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 351 065 | 11,19 | 6 611 | 9,97 | ||||
2025-07-25 | 13F | Cwm, Llc | 1 345 912 | 1,50 | 25 | 0,00 | ||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 1 642 627 | 14,61 | 30 927 | 13,34 | ||||
2025-08-13 | 13F | Millington Financial Advisors, LLC | 25 928 | 17,27 | 495 | 23,19 | ||||
2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 137 514 | 13,25 | 2 591 | 11,98 | ||||
2025-07-21 | 13F | Trinity Legacy Partners, LLC | 444 869 | −0,38 | 8 453 | 0,48 | ||||
2025-08-14 | 13F | Two Sigma Securities, Llc | 0 | −100,00 | 0 | |||||
2025-07-22 | 13F | Merit Financial Group, LLC | 55 648 | −28,70 | 1 048 | −29,54 | ||||
2025-05-07 | 13F | Trilogy Capital Inc. | 0 | −100,00 | 0 | |||||
2025-07-17 | 13F | Fifth Third Securities, Inc. | 170 221 | 6,49 | 3 205 | 5,32 | ||||
2025-07-11 | 13F | Seacrest Wealth Management, Llc | 10 595 | 0,08 | 200 | −1,00 | ||||
2025-07-14 | 13F | Crew Capital Management, Ltd. | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Sei Investments Co | 764 477 | 31,67 | 14 395 | 30,22 | ||||
2025-08-14 | 13F | Fmr Llc | 58 | −3,33 | 1 | 0,00 | ||||
2025-08-08 | 13F | Flaharty Asset Management, LLC | 0 | −100,00 | 0 | |||||
2025-07-14 | 13F | AdvisorNet Financial, Inc | 237 | 4 | ||||||
2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 2 549 | 1,31 | 48 | 2,13 | ||||
2025-08-11 | 13F | Aptus Capital Advisors, LLC | 1 564 | 0,00 | 29 | 0,00 | ||||
2025-05-13 | 13F | Heck Capital Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-09 | 13F | Beacon Financial Group | 19 783 | 0,75 | 373 | −0,27 | ||||
2025-08-29 | 13F | Evolution Wealth Management Inc. | 6 856 | 129 | ||||||
2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 635 671 | 5,40 | 11 970 | 4,24 | ||||
2025-07-09 | 13F | Breakwater Capital Group | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 10 222 | 57,02 | 192 | 64,10 | ||||
2025-08-27 | 13F | Barnes Wealth Management Group, Inc | 26 643 | 9,55 | 502 | 8,21 | ||||
2025-07-03 | 13F | TrueWealth Advisors, LLC | 32 941 | −24,03 | 620 | −24,85 | ||||
2025-07-23 | 13F | Nelson Capital Management, LLC | 24 692 | 1,48 | 465 | 0,22 | ||||
2025-07-30 | 13F | Eqis Capital Management, Inc. | 12 242 | −2,26 | 231 | −3,36 | ||||
2025-07-17 | 13F | SWS Partners | 265 414 | 6,50 | 4 998 | 5,33 | ||||
2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 121 199 | −2,32 | 2 282 | −3,39 | ||||
2025-07-28 | 13F | Duncker Streett & Co Inc | 67 139 | −2,57 | 1 264 | −3,66 | ||||
2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 118 666 | 149,65 | 2 234 | 146,85 | ||||
2025-08-14 | 13F | Navigoe, LLC | 70 | 0 | ||||||
2025-07-08 | 13F/A | Adams Asset Advisors, LLC | 49 806 | 938 | ||||||
2025-07-23 | 13F | Sachetta, LLC | 300 | 0,00 | 6 | 0,00 | ||||
2025-07-25 | 13F | Apollon Wealth Management, LLC | 58 549 | −16,36 | 1 102 | −17,27 | ||||
2025-06-02 | 13F/A | Deutsche Bank Ag\ | 0 | −100,00 | 0 | |||||
2025-05-08 | 13F | IFG Advisory, LLC | 0 | −100,00 | 0 | |||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 61 157 | −5,71 | 1 | 0,00 | ||||
2025-08-12 | 13F | Park Square Financial Group, LLC | 216 | 6,40 | 4 | 33,33 | ||||
2025-08-14 | 13F | Smartleaf Asset Management LLC | 5 448 | 102 | ||||||
2025-07-17 | 13F | Youngs Advisory Group, Inc. | 947 579 | −2,08 | 17 843 | −3,16 | ||||
2025-07-16 | 13F | ORG Partners LLC | 811 | −16,13 | 15 | −16,67 | ||||
2025-08-08 | 13F | Austin Wealth Management, LLC | 13 079 | −40,21 | 250 | −39,02 | ||||
2025-07-22 | 13F | Hickory Asset Management, Inc. | 33 958 | −0,70 | 639 | −1,84 | ||||
2025-08-04 | 13F | Creative Financial Designs Inc /adv | 4 693 | −10,64 | 88 | −12,00 | ||||
2025-07-08 | 13F | Nbc Securities, Inc. | 10 944 | −12,40 | 0 | |||||
2025-08-08 | 13F | Collaborative Wealth Managment Inc. | 364 576 | −12,11 | 6 865 | −13,09 | ||||
2025-08-14 | 13F | Note Advisors, LLC | 129 976 | 8,11 | 2 447 | 6,90 | ||||
2025-04-30 | 13F | Sofos Investments, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-13 | 13F | Transce3nd, LLC | 144 | −23,40 | 3 | −33,33 | ||||
2025-08-08 | 13F | Avantax Advisory Services, Inc. | 37 601 | 6,94 | 708 | 5,83 | ||||
2025-07-29 | 13F | Private Trust Co Na | 29 932 | −10,55 | 564 | −11,62 | ||||
2025-07-23 | 13F | West Paces Advisors Inc. | 0 | −100,00 | 0 | |||||
2025-08-08 | 13F | Good Life Advisors, LLC | 59 338 | −22,39 | 1 117 | −23,23 | ||||
2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 140 669 | −57,27 | 2 649 | −57,75 | ||||
2025-08-05 | 13F | Simplex Trading, Llc | 578 | −75,52 | 0 | |||||
2025-08-12 | 13F | SRS Capital Advisors, Inc. | 828 | 16 | ||||||
2025-06-10 | 13F | Birchbrook, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 1 016 | −14,69 | 19 | −17,39 | ||||
2025-08-12 | 13F | LPL Financial LLC | 4 170 782 | −26,52 | 78 536 | −27,33 | ||||
2025-08-06 | 13F | New Millennium Group LLC | 1 248 | −10,22 | 23 | −11,54 | ||||
2025-05-09 | 13F | Atria Wealth Solutions, Inc. | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-14 | 13F | Capitolis Liquid Global Markets LLC | 366 000 | 6 892 | ||||||
2025-08-06 | 13F | Hallmark Capital Management Inc | 7 | 0,00 | 0 | |||||
2025-07-16 | 13F | Prairiewood Capital, LLC | 361 425 | 6,68 | 6 806 | 5,50 | ||||
2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | GWM Advisors LLC | 90 238 | 9,29 | 1 699 | 8,08 | ||||
2025-08-13 | 13F | Level Four Advisory Services, Llc | 19 755 | −12,84 | 372 | −13,92 | ||||
2025-04-15 | 13F | Noble Wealth Management PBC | 500 | 10 | ||||||
2025-08-11 | 13F | Alteri Wealth LLC | 47 906 | 7,36 | 902 | 6,24 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 63 950 | 69,42 | 1 204 | 67,69 | ||||
2025-07-30 | NP | ALTY - Global X SuperDividend Alternatives ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 334 958 | 3,41 | 6 267 | −2,57 | ||||
2025-07-31 | 13F | Perissos Private Wealth Management, LLC | 72 192 | −14,08 | 1 359 | −15,01 | ||||
2025-08-07 | 13F | Alpha Cubed Investments, LLC | 38 923 | 282,87 | 733 | 279,27 | ||||
2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | −100,00 | 0 | |||||
2025-08-06 | 13F | North Capital, Inc. | 100 | 2,04 | 2 | 0,00 | ||||
2025-06-25 | NP | QAI - IQ Hedge Multi-Strategy Tracker ETF | 1 387 356 | 746,94 | 25 985 | 701,26 | ||||
2025-08-13 | 13F | WealthTrust Axiom LLC | 267 231 | −1,89 | 5 032 | −2,99 | ||||
2025-08-14 | 13F | Objective Capital Management, LLC | 32 626 | 614 | ||||||
2025-07-01 | 13F | Harbor Investment Advisory, Llc | 39 | 0,00 | 1 | |||||
2025-07-14 | 13F | Lewis Asset Management, LLC | 14 843 | −3,62 | 279 | −4,78 | ||||
2025-08-14 | 13F | Cibc World Markets Corp | 97 354 | 5,62 | 1 833 | 4,50 | ||||
2025-08-07 | 13F | Allworth Financial LP | 1 446 | 0,00 | 27 | 0,00 | ||||
2025-08-08 | 13F | Firestone Capital Management | 19 559 | −15,88 | 368 | −16,74 | ||||
2025-08-14 | 13F | Royal Bank Of Canada | 560 892 | −21,84 | 10 562 | −22,70 | ||||
2025-08-15 | 13F | CI Private Wealth, LLC | 27 377 | −0,80 | 516 | −1,90 |