PJAN - Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - January Aktier - Aktiekurs, institutionellt ägande, aktieägare (BATS)

Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - January
US ˙ BATS ˙ US45782C5085

Grundläggande statistik
Institutionella ägare 244 total, 244 long only, 0 short only, 0 long/short - change of 0,41% MRQ
Genomsnittlig portföljallokering 0.3348 % - change of 2,90% MRQ
Institutionella aktier (lång) 23 100 762 (ex 13D/G) - change of 0,60MM shares 2,66% MRQ
Institutionellt värde (lång) $ 824 095 USD ($1000)
Institutionellt ägande och aktieägare

Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - January (US:PJAN) har 244 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 23,100,762 aktier. Största aktieägare inkluderar Alliancebernstein L.p., Commonwealth Equity Services, Llc, Penserra Capital Management LLC, Innovator ETFs Trust - Innovator Laddered Fund of U.S. Equity Power Buffer ETFs, Advisor Group Holdings, Inc., Mml Investors Services, Llc, Brookstone Capital Management, Raymond James Financial Inc, LPL Financial LLC, and Southland Equity Partners LLC .

Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - January (BATS:PJAN) 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 45,48 / share. Previously, on September 16, 2024, the share price was 41,00 / share. This represents an increase of 10,93% over that period.

PJAN / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - January 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.

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.

PJAN / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - January 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
(%)
2025-07-25 13F Apollon Wealth Management, LLC 36 867 0,00 1 624 6,22
2025-07-28 13F Sterling Financial Planning, Inc. 16 260 −0,39 716 5,92
2025-08-08 13F Hartland & Co., LLC 1 032 216,56 44 238,46
2025-07-16 13F Evergreen Private Wealth LLC 3 547 0,00 156 6,12
2025-08-14 13F Susquehanna International Group, Llp 0 −100,00 0
2025-08-14 13F Ambassador Advisors, LLC 13 609 −0,36 599 5,83
2025-08-14 13F Helium Advisors LLC 19 433 0,00 856 6,34
2025-05-13 13F Measured Risk Portfolios, Inc. 0 −100,00 0
2025-07-25 13F Atria Wealth Solutions, Inc. 30 894 −15,91 1 361 −10,70
2025-08-12 13F J.w. Cole Advisors, Inc. 7 299 0,00 322 6,29
2025-08-13 13F EverSource Wealth Advisors, LLC 4 589 0,00 202 6,32
2025-05-15 13F Bank Of America Corp /de/ 0 −100,00 0
2025-07-22 13F Berkshire Money Management, Inc. 8 204 0,00 361 6,18
2025-07-29 13F Goldstein Advisors, LLC 0 −100,00 0
2025-07-22 13F Merit Financial Group, LLC 6 832 301
2025-07-23 13F Valmark Advisers, Inc. 22 751 0,00 1 002 6,26
2025-08-12 13F Coldstream Capital Management Inc 6 369 0,00 281 6,06
2025-08-13 13F BCJ Capital Management, LLC 47 776 −2,80 2 105 3,24
2025-07-14 13F AdvisorNet Financial, Inc 49 122 5,71 2 164 12,25
2025-08-11 13F Blue Bell Private Wealth Management, Llc 60 813 −0,07 2 679 6,14
2025-08-14 13F IHT Wealth Management, LLC 4 756 210
2025-08-13 13F Maia Wealth LLC 7 408 −11,04 326 −3,26
2025-08-08 13F Collaborative Wealth Managment Inc. 5 772 254
2025-08-14 13F CoreCap Advisors, LLC 134 446 1,64 5 922 7,97
2025-07-11 13F SILVER OAK SECURITIES, Inc 21 889 −12,97 964 −7,31
2025-04-10 13F Sugar Maple Asset Management, LLC 0 −100,00 0
2025-08-14 13F Money Concepts Capital Corp 5 724 0,00 252 6,33
2025-07-10 13F Marshall Financial Group LLC 14 041 0,00 618 6,19
2025-08-08 13F Avantax Advisory Services, Inc. 25 880 −0,44 1 140 5,75
2025-07-29 13F Stephens Inc /ar/ 15 830 0,00 697 6,25
2025-07-21 13F Ameriflex Group, Inc. 345 0,00 15 7,14
2025-08-14 13F Financial Network Wealth Advisors LLC 3 033 261,50 134 291,18
2025-08-11 13F Rothschild Investment Llc 16 0,00 1
2025-07-08 13F Nbc Securities, Inc. 3 421 0,00 0
2025-07-09 13F Pallas Capital Advisors LLC 132 013 −15,95 5 815 −10,72
2025-07-15 13F First City Capital Management, Inc. 30 200 0,00 1 330 6,23
2025-08-12 13F Ascent Wealth Partners, LLC 243 170 −0,70 10 712 5,49
2025-08-11 13F Nations Financial Group Inc, /ia/ /adv 7 829 −0,06 345 6,17
2025-08-12 13F CIBC Private Wealth Group, LLC 319 14
2025-08-14 13F/A Skopos Labs, Inc. 114 5
2025-07-31 13F 3EDGE Asset Management, LP 19 113 842
2025-08-11 13F Brown Brothers Harriman & Co 5 505 0,00 242 6,14
2025-08-14 13F Main Street Financial Solutions, LLC 14 100 0,00 621 6,34
2025-08-15 13F Morgan Stanley 11 095 81,47 489 92,89
2025-07-09 13F Keystone Wealth Services, LLC 17 063 0,00 752 6,22
2025-08-14 13F Arete Wealth Advisors, LLC 6 596 0,00 0
2025-08-06 13F Valtinson Bruner Financial Planning LLC 20 123 −1,48 886 4,60
2025-05-05 13F PCA Investment Advisory Services Inc. 0 −100,00 0 −100,00
2025-07-03 13F City Center Advisors, LLC 11 073 −6,64 488 −0,81
2025-07-10 13F Oliver Lagore Vanvalin Investment Group 9 530 76,94 395 74,01
2025-07-22 13F Global Strategic Investment Solutions, LLC 14 736 0,00 649 6,22
2025-07-24 13F Weaver Capital Management LLC 323 549 −4,72 14 252 1,21
2025-08-08 13F Pnc Financial Services Group, Inc. 12 746 561
2025-07-16 13F Dakota Wealth Management 37 262 0,00 1 641 6,21
2025-08-13 13F Per Stirling Capital Management, LLC. 12 533 0,76 552 7,18
2025-08-06 13F Penserra Capital Management LLC 1 334 566 15,42 59 23,40
2025-08-12 13F Proequities, Inc. 0 0
2025-07-16 13F Cambridge Advisors Inc. 9 879 −0,24 435 6,10
2025-08-13 13F SCS Capital Management LLC 26 044 0,00 1 147 6,20
2025-04-22 13F Synergy Financial Management, LLC 0 −100,00 0
2025-07-22 13F MBL Wealth, LLC 6 760 0,00 298 6,07
2025-06-24 NP Innovator ETFs Trust - Innovator Laddered Fund of U.S. Equity Power Buffer ETFs 1 166 112 12,06 48 184 8,06
2025-08-06 13F Commonwealth Equity Services, Llc 1 403 353 27,65 62 35,56
2025-07-28 13F RFG Advisory, LLC 36 341 −13,87 1 601 −8,52
2025-07-21 13F DHJJ Financial Advisors, Ltd. 16 230 −0,22 715 5,93
2025-07-11 13F Cypress Financial Planning Llc 0 −100,00 0
2025-08-14 13F Diversify Wealth Management, Llc 9 276 0,00 417 8,62
2025-07-10 13F Kmg Fiduciary Partners, Llc 43 907 0,00 1 934 6,26
2025-08-04 13F Spire Wealth Management 5 112 0,00 225 6,64
2025-07-29 13F Signature Estate & Investment Advisors Llc 6 819 22,86 300 30,43
2025-08-14 13F Wells Fargo & Company/mn 0 −100,00 0
2025-07-29 13F Koshinski Asset Management, Inc. 24 195 −1,33 1 066 4,82
2025-08-14 13F Talon Private Wealth, LLC 44 547 −7,28 1 962 −1,51
2025-08-14 13F Raymond James Financial Inc 700 049 −4,67 30 837 1,27
2025-07-25 13F Yarger Wealth Strategies, Llc 21 857 −13,88 963 −8,56
2025-08-12 13F Insigneo Advisory Services, Llc 6 277 −0,08 277 6,15
2025-07-17 13F City Holding Co 74 750 −8,19 3 292 −2,52
2025-07-25 13F Cwm, Llc 246 556 23,61 11 25,00
2025-08-19 13F National Asset Management, Inc. 0 −100,00 0
2025-08-19 13F Cape Investment Advisory, Inc. 7 550 0,00 333 6,07
2025-07-10 13F Focus Financial Network, Inc. 22 015 −6,80 970 −1,02
2025-07-31 13F Orion Capital Management LLC 36 786 4,07 1 620 10,58
2025-05-15 13F Royal Bank Of Canada 0 −100,00 0
2025-05-01 13F Quest 10 Wealth Builders, Inc. 6 953 −26,73 288 −28,00
2025-08-06 13F Atlantic Union Bankshares Corp 4 730 208
2025-07-29 13F Madison Wealth Partners, Inc 5 715 0,00 252 5,91
2025-08-04 13F JDM Financial Group LLC 58 000 0,00 2 555 6,20
2025-07-28 13F WealthPlan Investment Management, LLC 43 978 0,57 1 937 6,84
2025-08-12 13F Bedel Financial Consulting, Inc. 20 926 −0,32 922 5,74
2025-07-18 13F Truist Financial Corp 103 065 0,97 4 540 7,25
2025-08-06 13F Soltis Investment Advisors LLC 17 933 −0,90 790 5,20
2025-07-08 13F Range Financial Group LLC 160 171 −2,55 7 056 3,51
2025-07-15 13F Retirement Income Solutions, Inc 21 486 0,40 946 6,65
2025-08-12 13F Steward Partners Investment Advisory, Llc 122 013 0,75 5 375 7,01
2025-08-04 13F Creative Financial Designs Inc /adv 8 500 −7,71 374 −1,84
2025-08-29 13F Centaurus Financial, Inc. 62 021 −0,78 3 0,00
2025-07-28 13F WealthPLAN Partners, LLC 8 838 0,00 389 6,28
2025-08-05 13F Jessup Wealth Management, Inc 38 202 −2,16 1 683 3,89
2025-07-17 13F Clay Northam Wealth Management, LLC 23 310 −1,96 1 027 4,16
2025-08-04 13F Assetmark, Inc 445 595,31 20 850,00
2025-07-30 13F Drive Wealth Management, Llc 5 973 263
2025-08-04 13F Arkadios Wealth Advisors 22 955 12,32 1 011 19,36
2025-08-07 13F Encompass More Asset Management 45 255 19,75 1 993 27,19
2025-08-14 13F GWM Advisors LLC 34 362 0,00 1 514 6,25
2025-07-16 13F Kathmere Capital Management, LLC 11 906 0,00 524 6,29
2025-08-06 13F Capasso Planning Partners LLC 6 747 −89,57 297 −88,93
2025-05-16 13F Coppell Advisory Solutions LLC 0 −100,00 0
2025-08-04 13F Pensionmark Financial Group, Llc 196 559 −1,56 8 658 4,57
2025-07-08 13F Ptm Wealth Management, Llc 24 502 −14,65 1 083 −2,61
2025-07-10 13F Wealth Enhancement Advisory Services, Llc 258 076 −40,70 11 404 −36,81
2025-07-28 13F Cornerstone Wealth Group, LLC 7 879 0,00 347 6,44
2025-07-31 13F Pinnacle Wealth Management Group, Inc. 14 636 −0,34 645 5,75
2025-07-21 13F Keystone Financial Group, Inc. 19 0,00 1
2025-08-08 13F Foundations Investment Advisors, LLC 5 326 2,92 235 9,35
2025-07-09 13F Lineweaver Wealth Advisors, LLC 26 723 −7,37 1 177 −1,59
2025-08-12 13F SRS Capital Advisors, Inc. 8 216 −0,04 362 6,18
2025-08-27 13F/A Brinker Capital Investments, LLC 197 732 91,24 8 710 103,17
2025-08-12 13F BlackRock, Inc. 2 639 116
2025-07-29 13F AssuredPartners Investment Advisors, LLC 0 −100,00 0
2025-07-21 13F Patriot Financial Group Insurance Agency, LLC 40 576 1,69 1 787 8,04
2025-08-12 13F New Republic Capital, LLC 11 964 0,00 527 6,25
2025-07-22 13F Belpointe Asset Management LLC 9 152 17,88 403 25,55
2025-08-14 13F Integrated Wealth Concepts LLC 105 676 −0,94 4 655 5,25
2025-07-28 13F Sagespring Wealth Partners, Llc 7 407 5,48 326 12,03
2025-08-14 13F First Commonwealth Financial Corp /pa/ 80 660 0,00 3 553 6,25
2025-07-29 13F Stratos Wealth Advisors, LLC 17 659 0,00 778 6,15
2025-07-31 13F Cambridge Investment Research Advisors, Inc. 139 596 −0,06 6 20,00
2025-08-06 13F AE Wealth Management LLC 43 321 −23,33 1 908 −18,57
2025-08-06 13F Savant Capital, LLC 7 710 0,00 340 6,27
2025-08-07 13F Lakeridge Wealth Management LLC 23 865 −0,09 1 051 6,16
2025-07-07 13F Schulz Wealth, LTD. 19 755 −6,49 870 −0,68
2025-07-25 13F Mitchell Capital Management Co 0 −100,00 0
2025-07-28 13F Elmwood Wealth Management, Inc. 86 191 2,95 3 797 9,36
2025-07-15 13F Armis Advisers, LLC 37 674 0,93 1 660 7,24
2025-07-22 13F Berger Financial Group, Inc 7 924 0,00 349 6,40
2025-08-06 13F Founders Financial Securities Llc 40 479 25,82 1 783 34,57
2025-08-05 13F WorthPointe, LLC 52 613 0,59 2 318 6,82
2025-08-11 13F Avantax Planning Partners, Inc. 8 202 0,00 361 6,18
2025-07-23 13F Motiv8 Investments LLC 166 707 −1,68 7 343 4,44
2025-08-01 13F Delta Investment Management, LLC 10 199 −15,91 449 −10,56
2025-08-01 13F Envestnet Asset Management Inc 354 921 10,41 15 634 17,28
2025-08-08 13F Wealth Alliance 71 641 −0,11 3 156 6,09
2025-07-16 13F PFS Partners, LLC 2 872 0,00 127 5,88
2025-07-22 13F Diligent Investors, LLC 69 478 0,00 3 061 6,21
2025-08-08 13F Bailard, Inc. 5 650 0,00 249 5,98
2025-07-16 13F ORG Partners LLC 1 000 −23,08 44 −20,37
2025-08-12 13F LPL Financial LLC 670 791 1,93 29 548 8,27
2025-08-15 13F Kestra Advisory Services, LLC 182 762 30,40 8 051 38,51
2025-07-23 13F Allegiance Financial Group Advisory Services LLC 7 585 −9,92 334 −4,30
2025-08-11 13F WPWealth LLP 0 −100,00 0 −100,00
2025-08-01 13F Corrado Advisors, Llc 48 566 −0,44 2 139 5,73
2025-07-25 13F We Are One Seven, LLC 12 931 570
2025-08-06 13F Rps Advisory Solutions Llc 30 396 11,60 1 339 18,51
2025-08-07 13F Allworth Financial LP 477 0,00 21 10,53
2025-07-30 13F Brookstone Capital Management 782 663 −5,27 34 476 0,62
2025-08-14 13F Jane Street Group, Llc 0 −100,00 0
2025-08-11 13F Outlook Wealth Advisors, LLC 9 005 0,00 397 6,17
2025-08-01 13F FSA Advisors, Inc. 47 396 −0,15 2 088 6,05
2025-07-18 13F Northeast Financial Group, Inc. 0 −100,00 0
2025-08-07 13F Resources Investment Advisors, LLC. 100 557 63,96 4 430 74,16
2025-05-16 13F/A Kestra Investment Management, LLC 0 −100,00 0
2025-08-01 13F Integral Investment Advisors, Inc. 5 080 0,00 224 6,19
2025-08-11 13F Bellwether Advisors, LLC 269 012 −0,02 11 850 6,20
2025-08-14 13F Mml Investors Services, Llc 854 004 −8,71 38 −2,63
2025-07-29 13F Commons Capital, Llc 7 582 334
2025-08-05 13F Mma Asset Management Llc 5 393 0,00 238 6,28
2025-08-12 13F MAI Capital Management 130 111 −27,53 5 731 −23,02
2025-07-11 13F AA Financial Advisors, LLC 190 959 −0,10 8 412 6,12
2025-05-15 13F/A Orion Portfolio Solutions, LLC 103 394 243,15 4 288 236,76
2025-08-01 13F Ashton Thomas Private Wealth, LLC 11 210 13,28 494 20,24
2025-08-13 13F Virtue Capital Management, LLC 0 −100,00 0
2025-07-28 13F Compass Advisory Group LLC 72 939 11,32 3 213 18,22
2025-07-17 13F Wagner Wealth Management, Llc 2 000 0,00 88 7,32
2025-07-28 13F Mutual Advisors, LLC 31 281 −1,05 1 400 7,45
2025-07-28 13F Harbour Investments, Inc. 46 365 −1,75 2 042 4,40
2025-08-14 13F Citadel Advisors Llc 18 932 834
2025-07-28 13F Kiker Wealth Management, LLC 104 0,00 5 0,00
2025-08-05 13F Sigma Planning Corp 10 372 −13,31 457 −8,06
2025-08-14 13F Snowden Capital Advisors LLC 8 497 0,00 374 6,25
2025-07-10 13F Three Seasons Wealth, LLC 5 398 0,00 238 6,28
2025-07-30 13F Evermay Wealth Management Llc 64 392 0,00 2 836 6,22
2025-08-12 13F Long Island Wealth Management, Inc. 401 391 286,10 17 681 310,14
2025-08-14 13F Kovitz Investment Group Partners, LLC 370 275 −1,07 16 311 5,08
2025-07-03 13F Fiduciary Financial Group, Llc 8 432 0,00 371 9,79
2025-07-10 13F Atticus Wealth Management, Llc 13 348 0,00 588 6,15
2025-08-04 13F Integrity Alliance, Llc. 15 952 −24,21 703 −19,50
2025-08-14 13F Aqr Capital Management Llc 28 300 −35,01 1 247 −30,97
2025-07-23 13F Castle Rock Wealth Management, LLC 32 563 0,00 1 447 7,19
2025-08-13 13F Continuum Advisory, LLC 34 571 −0,20 1 523 5,99
2025-08-12 13F Gladstone Institutional Advisory LLC 0 −100,00 0
2025-08-13 13F Cresset Asset Management, LLC 102 529 1,77 4 516 8,12
2025-08-14 13F Alliancebernstein L.p. 3 828 314 −1,77 168 637 4,34
2025-07-09 13F Fragasso Group Inc. 5 022 0,00 221 6,25
2025-07-24 13F IFP Advisors, Inc 103 236 0,78 4 548 7,04
2025-08-15 13F Chapman Financial Group, Llc 4 275 188
2025-04-29 13F Capital Investment Advisory Services, LLC 0 −100,00 0
2025-08-14 13F Comerica Bank 2 500 0,00 110 6,80
2025-08-19 13F Advisory Services Network, LLC 40 046 −0,00 1 786 7,59
2025-08-13 13F Capital Analysts, Inc. 1 178 0,00 0
2025-07-14 13F Chris Bulman Inc 24 479 −1,33 1 078 4,86
2025-07-18 13F Parkside Investments, LLC 11 875 −2,06 523 4,18
2025-08-13 13F VestGen Advisors, LLC 0 −100,00 0
2025-08-14 13F UBS Group AG 10 463 76,38 461 86,99
2025-07-22 13F My Personal CFO, LLC 10 205 0,00 450 6,15
2025-07-30 13F Red Crane Wealth Management, Llc 38 477 −65,72 1 695 −63,60
2025-08-07 13F Runnymede Capital Advisors, Inc. 0 −100,00 0
2025-08-08 13F Kingsview Wealth Management, LLC 5 850 0,00 258 6,20
2025-07-31 13F Cardinal Point Capital Management, ULC 7 960 0,00 351 6,06
2025-04-22 13F/A NorthRock Partners, LLC 0 −100,00 0 −100,00
2025-07-29 13F Straight Path Wealth Management 6 934 14,03 305 21,03
2025-07-16 13F Crown Wealth Group, LLC 28 387 10,47 1 250 17,37
2025-07-14 13F Southland Equity Partners LLC 433 565 −0,30 19 099 5,90
2025-07-24 13F Bernard Wealth Management Corp. 22 935 −2,15 1 010 4,02
2025-08-11 13F HighTower Advisors, LLC 133 496 −3,22 5 880 2,80
2025-08-12 13F Wood Tarver Financial Group, LLC 11 972 304,19 1 −100,00
2025-07-02 13F HBW Advisory Services LLC 54 678 1,14 2 409 7,45
2025-08-13 13F Townsquare Capital Llc 20 713 −73,59 912 −71,96
2025-08-08 13F Cetera Investment Advisers 257 903 3,60 11 361 10,05
2025-08-13 13F Cerity Partners LLC 6 605 291
2025-07-15 13F BCS Wealth Management 23 897 −4,21 1 0,00
2025-08-14 13F Core Wealth Advisors, Inc. 12 475 0,00 550 6,19
2025-07-29 13F Chicago Partners Investment Group LLC 15 577 0,00 693 7,11
2025-07-10 13F ARS Wealth Advisors Group, LLC 13 186 −18,47 581 −13,43
2025-08-15 13F Nikulski Financial, Inc. 48 430 −4,16 2 133 1,81
2025-07-21 13F Catalina Capital Group, LLC 126 543 1 096,96 5 574 1 172,60
2025-08-14 13F Garden State Investment Advisory Services LLC 4 886 −8,18 215 −2,27
2025-07-14 13F Kfg Wealth Management, Llc 50 122 −0,02 2 208 6,16
2025-07-17 13F Janney Montgomery Scott LLC 223 936 7,63 10 12,50
2025-08-14 13F Sunbelt Securities, Inc. 17 845 266,43 754 274,63
2025-08-14 13F Mariner, LLC 9 382 0,00 413 6,17
2025-08-08 13F Gts Securities Llc 0 −100,00 0
2025-07-25 13F Sequoia Financial Advisors, LLC 22 427 0,00 988 6,13
2025-07-21 13F Triad Wealth Partners, LLC 52 823 91,32 2 327 103,32
2025-07-25 13F Sovereign Financial Group, Inc. 5 700 −4,95 251 1,21
2025-07-17 13F Smith Anglin Financial, LLC 20 116 0,00 886 6,24
2025-07-21 13F Ameritas Advisory Services, LLC 8 346 −50,83 368 −47,80
2025-08-05 13F BCGM Wealth Management, LLC 122 471 1,11 5 395 7,41
2025-07-29 13F BKD Wealth Advisors, LLC 193 837 −7,69 8 539 −1,94
2025-05-27 13F Jacobi Capital Management LLC 0 −100,00 0
2025-08-14 13F Colony Group, LLC 39 361 −3,34 1 734 2,67
2025-08-14 13F Horizon Investments, LLC 40 361 82,54 1 778 94,00
2025-07-22 13F Beacon Financial Advisory LLC 10 758 −8,50 474 −2,87
2025-08-12 13F Change Path, LLC 33 745 64,15 1 486 74,41
2025-07-11 13F Farther Finance Advisors, LLC 75 735 155,93 3 336 171,44
2025-07-21 13F Ascent Group, LLC 4 611 203
2025-08-01 13F Stuart Chaussee & Associates, Inc. 46 625 −7,53 2 054 −1,77
2025-08-11 13F Principal Securities, Inc. 62 955 1,37 2 773 5,72
2025-07-31 13F Buckingham Strategic Partners 7 585 334
2025-07-31 13F Gill Capital Partners, Llc 112 619 −3,45 4 961 2,54
2025-07-14 13F CRA Financial Services, LLC 87 359 −2,18 3 848 3,92
2025-08-14 13F Betterment LLC 5 469 −2,11 0
2025-08-14 13F Certified Advisory Corp 13 782 −0,83 607 5,38
2025-08-14 13F Benjamin Edwards Inc 243 042 21,86 10 706 29,46
2025-07-30 13F Phoenix Holdings Ltd. 25 790 0,00 1 133 6,29
2025-08-12 13F Archer Investment Corp 7 000 0,00 308 6,21
2025-07-28 13F Axxcess Wealth Management, Llc 5 818 0,00 256 6,22
2025-07-24 13F Stonebridge Financial Group, LLC 0 −100,00 0
2025-07-30 13F Strategic Blueprint, LLC 7 922 −0,81 349 5,14
2025-08-14 13F Ausdal Financial Partners, Inc. 0 −100,00 0
2025-07-14 13F U.S. Capital Wealth Advisors, LLC 35 322 −2,09 1 556 3,94
2025-08-08 13F Firestone Capital Management 20 535 −12,38 905 −6,90
2025-08-12 13F Winnow Wealth Llc 0 0
2025-08-01 13F Gwn Securities Inc. 8 228 −12,64 362 −7,18
2025-08-12 13F Tradition Wealth Management, LLC 20 906 −0,08 921 6,11
2025-07-24 13F Vantage Point Financial LLC 7 332 323
2025-07-24 13F Blair William & Co/il 351 885 0,23 15 501 6,46
2025-07-11 13F Compass Ion Advisors, LLC 5 931 0,00 261 6,53
2025-08-12 13F Jpmorgan Chase & Co 59 993 5,42 2 643 12,00
2025-08-15 13F Captrust Financial Advisors 31 953 −0,16 1 408 6,03
2025-08-12 13F O'shaughnessy Asset Management, Llc 3 0,00 0
2025-08-12 13F Weaver Consulting Group 26 143 20,00 1 152 27,46
2025-08-13 13F Beacon Pointe Advisors, LLC 176 457 4,04 7 773 10,51
2025-08-11 13F Anfield Capital Management, LLC 304 13
2025-09-04 13F/A Advisor Group Holdings, Inc. 990 360 −9,06 43 625 −3,40
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