Grundläggande statistik
| Institutionella ägare | 237 total, 237 long only, 0 short only, 0 long/short - change of −1,25% MRQ |
| Genomsnittlig portföljallokering | 0.2199 % - change of −1,16% MRQ |
| Institutionella aktier (lång) | 18 395 797 (ex 13D/G) - change of 1,14MM shares 6,59% MRQ |
| Institutionellt värde (lång) | $ 648 129 USD ($1000) |
Institutionellt ägande och aktieägare
Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - July (US:PJUL) har 237 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 18,395,797 aktier. Största aktieägare inkluderar Alliancebernstein L.p., Penserra Capital Management LLC, Innovator ETFs Trust - Innovator Laddered Fund of U.S. Equity Power Buffer ETFs, Commonwealth Equity Services, Llc, Janney Montgomery Scott LLC, Wealth Enhancement Advisory Services, Llc, Raymond James Financial Inc, Advisor Group Holdings, Inc., Envestnet Asset Management Inc, and Blair William & Co/il .
Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - July (BATS:PJUL) 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 45,29 / share. Previously, on September 13, 2024, the share price was 39,88 / share. This represents an increase of 13,56% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-08 | 13F | Larson Financial Group LLC | 190 | 0,00 | 8 | 14,29 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 1 685 | 0,00 | 74 | 8,96 | ||||
| 2025-07-22 | 13F | Siligmueller & Norvid Wealth Advisors LLC | 55 289 | −0,90 | 2 435 | 8,56 | ||||
| 2025-08-11 | 13F | Capital Square, LLC | 43 726 | 1 925 | ||||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 14 199 | −3,40 | 623 | 5,42 | ||||
| 2025-07-09 | 13F | HFG Wealth Management, LLC | 9 893 | −26,85 | 398 | −28,60 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | CRA Financial Services, LLC | 61 623 | −4,66 | 2 702 | 4,04 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 802 | 0,00 | 35 | 9,38 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 254 372 | 21,65 | 11 | 37,50 | ||||
| 2025-08-08 | 13F | Comprehensive Financial Planning, Inc./PA | 18 623 | 1,85 | 817 | 11,17 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 23 370 | 1 025 | ||||||
| 2025-05-14 | 13F | CIBC Private Wealth Group, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | UBS Group AG | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 13 155 | 0,00 | 577 | 9,09 | ||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | BCJ Capital Management, LLC | 36 383 | 8,66 | 1 595 | 18,59 | ||||
| 2025-04-14 | 13F | Range Financial Group LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 59 582 | −2,22 | 2 613 | 6,70 | ||||
| 2025-04-08 | 13F | Lantz Financial LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 472 | 0,00 | 21 | 11,11 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 5 663 | 0,00 | 248 | 9,25 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 7 359 | 1,55 | 323 | 11,03 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 15 022 | 659 | ||||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 2 612 | 0,00 | 115 | 9,62 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 52 | 0,00 | 2 | 0,00 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 32 396 | −20,35 | 1 421 | −13,10 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 56 552 | 12,29 | 2 480 | 22,48 | ||||
| 2025-07-17 | 13F | Clear Point Advisors Inc. | 9 245 | 0,00 | 405 | 9,16 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 191 025 | 8,61 | 8 376 | 18,51 | ||||
| 2025-05-12 | 13F | Fmr Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 8 726 | 0,00 | 383 | 9,14 | ||||
| 2025-07-30 | 13F | Schnieders Capital Management Llc | 5 245 | 0,00 | 230 | 9,05 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 41 688 | 2,55 | 1 828 | 11,94 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 43 212 | 0,02 | 1 895 | 9,10 | ||||
| 2025-08-07 | 13F | PFG Advisors | 23 041 | 140,61 | 1 010 | 163,02 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 30 653 | 0,00 | 1 344 | 9,18 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 31 606 | 3,92 | 1 386 | 13,34 | ||||
| 2025-07-22 | 13F | Berkshire Money Management, Inc. | 44 137 | 0,00 | 1 935 | 9,14 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 10 655 | −2,37 | 468 | 10,14 | ||||
| 2025-08-12 | 13F | Ascent Wealth Partners, LLC | 12 415 | −35,69 | 544 | −29,81 | ||||
| 2025-07-09 | 13F | Keystone Wealth Services, LLC | 32 290 | 0,00 | 1 416 | 9,10 | ||||
| 2025-07-24 | 13F | Weaver Capital Management LLC | 68 291 | 0,00 | 2 995 | 9,11 | ||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 8 869 | −7,25 | 0 | |||||
| 2025-07-03 | 13F | City Center Advisors, LLC | 11 468 | −7,28 | 503 | 1,01 | ||||
| 2025-07-22 | 13F | Global Strategic Investment Solutions, LLC | 122 567 | −5,43 | 5 375 | 3,19 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 13 980 | −1,88 | 613 | 7,17 | ||||
| 2025-05-15 | 13F | Royal Bank Of Canada | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Waterloo Capital, L.P. | 4 757 | 209 | ||||||
| 2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 14 878 | 24,91 | 652 | 36,40 | ||||
| 2025-08-06 | 13F | Penserra Capital Management LLC | 1 370 809 | 16,33 | 60 | 27,66 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 12 210 | 535 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 5 527 | 3,17 | 0 | |||||
| 2025-07-16 | 13F | Dakota Wealth Management | 6 493 | 0,00 | 285 | 9,23 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 10 016 | 0,00 | 439 | 9,20 | ||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 137 829 | 5,10 | 6 044 | 14,67 | ||||
| 2025-04-22 | 13F | Castleview Partners, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 769 430 | 10,98 | 34 | 22,22 | ||||
| 2025-07-10 | 13F | NorthCrest Asset Manangement, LLC | 8 322 | 0,00 | 366 | 9,58 | ||||
| 2025-07-22 | 13F | MBL Wealth, LLC | 151 808 | 1,41 | 6 657 | 10,64 | ||||
| 2025-07-15 | 13F | Signet Financial Management, Llc | 5 748 | 0,00 | 252 | 9,09 | ||||
| 2025-08-08 | 13F | Altfest L J & Co Inc | 12 758 | −0,92 | 559 | 8,12 | ||||
| 2025-07-11 | 13F | Cypress Financial Planning Llc | 10 935 | −3,27 | 480 | 5,51 | ||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 14 452 | 1,98 | 634 | 11,25 | ||||
| 2025-08-07 | 13F | Lakeridge Wealth Management LLC | 41 138 | 0,00 | 1 804 | 9,07 | ||||
| 2025-06-24 | NP | Innovator ETFs Trust - Innovator Laddered Fund of U.S. Equity Power Buffer ETFs | 1 197 757 | 12,94 | 47 970 | 8,34 | ||||
| 2025-08-05 | 13F | Integrity Financial Corp /WA | 3 139 | 0,00 | 138 | 8,73 | ||||
| 2025-07-07 | 13F | Vishria Bird Financial Group, LLC | 8 851 | 0,00 | 388 | 9,30 | ||||
| 2025-05-07 | 13F | Investment Management Corp /va/ /adv | 0 | −100,00 | 0 | |||||
| 2025-07-08 | 13F | Advance Capital Management, Inc. | 5 105 | 0,00 | 224 | 8,78 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 471 740 | 3,14 | 20 686 | 12,53 | ||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Kmg Fiduciary Partners, Llc | 5 983 | 0,00 | 262 | 9,17 | ||||
| 2025-08-14 | 13F | First Commonwealth Financial Corp /pa/ | 39 665 | −14,09 | 1 739 | −6,25 | ||||
| 2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 8 080 | −60,21 | 354 | −56,62 | ||||
| 2025-05-02 | 13F | Wealthgarden F.s. Llc | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 8 003 | 0,00 | 351 | 9,03 | ||||
| 2025-07-31 | 13F | Orion Capital Management LLC | 18 597 | 0,11 | 815 | 9,25 | ||||
| 2025-07-25 | 13F | Yarger Wealth Strategies, Llc | 10 247 | −18,04 | 449 | −10,56 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 72 325 | 353,85 | 3 171 | 395,47 | ||||
| 2025-05-16 | 13F | Empowered Funds, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | City Holding Co | 6 755 | −0,44 | 296 | 8,82 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 6 321 | 277 | ||||||
| 2025-05-14 | 13F | Valtinson Bruner Financial Planning LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Bedel Financial Consulting, Inc. | 27 641 | −8,44 | 1 212 | −0,08 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 35 031 | −52,75 | 2 | −50,00 | ||||
| 2025-08-08 | 13F | Compass Financial Services Inc | 841 | 0,00 | 37 | 9,09 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 13 367 | −1,20 | 586 | 7,92 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 150 908 | 0,95 | 6 617 | 10,14 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 5 400 | −5,26 | 237 | 3,06 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Barclays Plc | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 24 915 | −24,84 | 1 093 | −18,02 | ||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 14 595 | 0,00 | 596 | −0,67 | ||||
| 2025-07-15 | 13F | Retirement Income Solutions, Inc | 12 013 | 10,53 | 527 | 20,64 | ||||
| 2025-08-11 | 13F | Outlook Wealth Advisors, LLC | 41 671 | −1,44 | 1 827 | 7,53 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 59 019 | 0,00 | 2 588 | 9,11 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 98 760 | 26,82 | 4 204 | 34,32 | ||||
| 2025-08-07 | 13F | Encompass More Asset Management | 46 444 | 19,73 | 2 037 | 30,60 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 426 259 | 30,91 | 18 691 | 42,84 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 33 619 | −7,47 | 1 474 | 0,96 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 75 358 | 44,56 | 3 304 | 57,71 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 884 | 0,00 | 39 | 8,57 | ||||
| 2025-08-05 | 13F | Jessup Wealth Management, Inc | 6 302 | 13,90 | 276 | 24,32 | ||||
| 2025-07-31 | 13F | Blue Sky Capital Consultants Group, Inc. | 8 821 | 387 | ||||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 602 335 | 329,41 | 26 491 | 369,93 | ||||
| 2025-07-31 | 13F | Pinnacle Wealth Management Group, Inc. | 11 390 | 46,87 | 499 | 60,45 | ||||
| 2025-07-17 | 13F | Clay Northam Wealth Management, LLC | 5 310 | 0,00 | 233 | 8,92 | ||||
| 2025-08-04 | 13F | NBZ Investment Advisors LLC | 7 165 | 0,00 | 314 | 9,41 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 2 296 | 0,00 | 101 | 8,70 | ||||
| 2025-08-06 | 13F | Capasso Planning Partners LLC | 6 856 | −89,81 | 301 | −88,90 | ||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 33 196 | 0,00 | 1 468 | 12,41 | ||||
| 2025-08-11 | 13F | Brown Wealth Management, Llc | 6 373 | −0,89 | 279 | 8,14 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 118 841 | 11,25 | 5 211 | 21,38 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 183 319 | 123,75 | 8 039 | 144,17 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 152 072 | 2,47 | 7 | 20,00 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 171 897 | 98,90 | 7 538 | 117,02 | ||||
| 2025-07-21 | 13F | Keystone Financial Group, Inc. | 350 | 0,00 | 15 | 7,14 | ||||
| 2025-07-08 | 13F | Gradient Investments LLC | 29 218 | 111,72 | 1 281 | 131,23 | ||||
| 2025-07-16 | 13F | PFS Partners, LLC | 1 579 | 69 | ||||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 55 186 | −0,41 | 2 420 | 8,62 | ||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 134 800 | 778,92 | 6 001 | 874,19 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 8 292 | −0,67 | 364 | 8,36 | ||||
| 2025-07-09 | 13F | Lineweaver Wealth Advisors, LLC | 12 677 | 0,00 | 556 | 9,04 | ||||
| 2025-08-12 | 13F | Leigh Baldwin & Co., Llc | 6 875 | 301 | ||||||
| 2025-07-07 | 13F | Schulz Wealth, LTD. | 12 615 | −14,94 | 553 | −7,21 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 219 020 | 5,35 | 9 604 | 14,95 | ||||
| 2025-08-14 | 13F | Beck Capital Management, Llc | 17 323 | −1,07 | 760 | 7,97 | ||||
| 2025-08-08 | 13F | Wealth Alliance | 26 665 | 0,00 | 1 169 | 9,15 | ||||
| 2025-08-11 | 13F | WPWealth LLP | 41 046 | 133,18 | 1 800 | 154,46 | ||||
| 2025-07-28 | 13F | Elmwood Wealth Management, Inc. | 55 904 | −30,74 | 2 451 | −24,42 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 2 422 | 0,00 | 106 | 9,28 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 255 366 | 4,46 | 11 198 | 13,98 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 81 656 | −23,09 | 3 581 | −16,10 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 6 766 | −17,35 | 297 | −9,76 | ||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 4 955 | 217 | ||||||
| 2025-05-16 | 13F | Legacy Wealth Managment, LLC/ID | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Fragasso Group Inc. | 26 453 | 0,00 | 1 160 | 9,03 | ||||
| 2025-07-30 | 13F | Evermay Wealth Management Llc | 615 | 0,00 | 27 | 8,33 | ||||
| 2025-04-10 | 13F | Sugar Maple Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Morgan Stanley | 1 458 | 0,00 | 64 | 8,62 | ||||
| 2025-04-15 | 13F | Noble Wealth Management PBC | 1 650 | 0,00 | 66 | −1,49 | ||||
| 2025-07-23 | 13F | Motiv8 Investments LLC | 171 584 | −1,33 | 7 524 | 7,66 | ||||
| 2025-08-01 | 13F | Delta Investment Management, LLC | 17 683 | −0,32 | 775 | 8,85 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 35 724 | 3,12 | 1 566 | 12,50 | ||||
| 2025-07-22 | 13F | Diligent Investors, LLC | 37 086 | −1,12 | 1 626 | 7,90 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 10 115 | 444 | ||||||
| 2025-07-15 | 13F | McAdam, LLC | 77 763 | −2,93 | 3 410 | 5,90 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 43 967 | 21,79 | 1 928 | 33,82 | ||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 3 988 | 0,00 | 175 | 8,75 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 7 836 | 0,00 | 344 | 10,29 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 5 417 | 238 | ||||||
| 2025-07-30 | 13F | Retirement Planning Group | 5 672 | 0,00 | 249 | 9,25 | ||||
| 2025-07-28 | 13F | Cornerstone Wealth Group, LLC | 14 412 | −0,87 | 632 | 8,05 | ||||
| 2025-08-01 | 13F | FSA Advisors, Inc. | 25 330 | −2,77 | 1 111 | 6,12 | ||||
| 2025-07-31 | 13F | Whipplewood Advisors, LLC | 893 | −97,03 | 39 | 11,43 | ||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 30 322 | 1,14 | 1 330 | 10,38 | ||||
| 2025-07-14 | 13F | Buska Wealth Management, LLC | 7 621 | −18,41 | 334 | −10,93 | ||||
| 2025-07-24 | 13F | Thompson Investment Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 7 124 | −47,34 | 312 | −42,54 | ||||
| 2025-05-12 | 13F | Jpmorgan Chase & Co | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Colony Group, LLC | 45 949 | 12,42 | 2 015 | 22,66 | ||||
| 2025-08-01 | 13F | Corrado Advisors, Llc | 11 341 | 497 | ||||||
| 2025-08-01 | 13F | Integral Investment Advisors, Inc. | 5 260 | 0,00 | 231 | 9,00 | ||||
| 2025-07-17 | 13F | XML Financial, LLC | 16 392 | −0,12 | 719 | 8,95 | ||||
| 2025-05-13 | 13F | Bank Of Montreal /can/ | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Compass Advisory Group LLC | 24 012 | 13,87 | 1 053 | 24,20 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 15 964 | −45,52 | 700 | −40,53 | ||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 19 190 | 0,00 | 841 | 9,08 | ||||
| 2025-08-13 | 13F | Virtue Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 41 355 | −15,84 | 1 836 | −7,46 | ||||
| 2025-07-11 | 13F | AA Financial Advisors, LLC | 191 263 | −1,50 | 8 387 | 7,47 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 3 862 | 0,00 | 169 | 9,03 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 6 980 | 23,98 | 306 | 35,40 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 3 243 | 0,00 | 142 | 9,23 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 86 424 | 54,28 | 3 473 | 50,61 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 197 255 | 2,63 | 9 | 14,29 | ||||
| 2025-08-05 | 13F | Tsfg, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F/A | Sterling Capital Management LLC | 94 | 0,00 | 4 | 33,33 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Wagner Wealth Management, Llc | 2 000 | 0,00 | 88 | 8,75 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 22 461 | 0,00 | 985 | 9,09 | ||||
| 2025-05-02 | 13F | BlackRock, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-03 | 13F | Fiduciary Financial Group, Llc | 19 338 | 0,00 | 848 | 13,24 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 11 561 | −2,41 | 514 | 8,69 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 2 429 | 0,00 | 107 | 9,28 | ||||
| 2025-08-05 | 13F | WorthPointe, LLC | 58 028 | −2,68 | 2 545 | 6,18 | ||||
| 2025-08-12 | 13F | Long Island Wealth Management, Inc. | 42 315 | 14,27 | 1 856 | 24,66 | ||||
| 2025-07-23 | 13F | Castle Rock Wealth Management, LLC | 26 220 | 0,00 | 1 161 | 9,85 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 314 039 | 49,69 | 13 771 | 63,33 | ||||
| 2025-05-14 | 13F | Frisch Financial Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 26 162 | 10,95 | 1 147 | 21,12 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 1 900 | 0,00 | 83 | 9,21 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 9 919 | −22,11 | 435 | −15,07 | ||||
| 2025-08-25 | 13F/A | Neuberger Berman Group LLC | 10 158 | 0,00 | 445 | 9,07 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 136 506 | −11,28 | 5 986 | −3,22 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 150 | 0,00 | 7 | 0,00 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 93 444 | 0,05 | 4 098 | 9,17 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 18 519 | 81,77 | 812 | 98,53 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 101 245 | 8,17 | 4 440 | 18,03 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 6 596 | 21,79 | 289 | 33,18 | ||||
| 2025-06-02 | 13F/A | Modern Wealth Management, LLC | 12 171 | 0,00 | 489 | −2,40 | ||||
| 2025-07-09 | 13F | Kearns & Associates LLC | 25 755 | 0,00 | 1 129 | 9,08 | ||||
| 2025-08-12 | 13F | Weaver Consulting Group | 108 098 | −2,11 | 4 740 | 6,83 | ||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 7 470 | −2,33 | 328 | 6,51 | ||||
| 2025-08-14 | 13F | Betterment LLC | 5 420 | −8,49 | 0 | |||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 49 | 2 | ||||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 30 025 | 25,80 | 1 331 | 38,79 | ||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Alliancebernstein L.p. | 3 367 875 | −2,33 | 147 681 | 6,57 | ||||
| 2025-07-14 | 13F | Chris Bulman Inc | 26 816 | −8,47 | 1 176 | −0,17 | ||||
| 2025-07-10 | 13F | Three Seasons Wealth, LLC | 7 624 | 0,00 | 334 | 9,15 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Kfg Wealth Management, Llc | 60 395 | 3,58 | 2 648 | 13,02 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 130 712 | −2,36 | 5 732 | 6,52 | ||||
| 2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 5 016 | 163,31 | 220 | 188,16 | ||||
| 2025-07-31 | 13F | Cardinal Point Capital Management, ULC | 23 348 | 0,00 | 1 024 | 9,06 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 9 983 | 0,00 | 438 | 8,98 | ||||
| 2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 14 684 | 0,66 | 1 | −100,00 | ||||
| 2025-07-15 | 13F | BCS Wealth Management | 47 847 | −3,30 | 2 | 100,00 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 602 915 | 4,79 | 26 | 13,04 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 42 077 | 1,66 | 1 845 | 10,94 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 7 922 | 4,62 | 354 | 16,83 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 27 739 | −7,25 | 1 216 | 1,25 | ||||
| 2025-07-21 | 13F | Financial Services Advisory Inc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 40 797 | −1,06 | 2 | 0,00 | ||||
| 2025-07-29 | 13F | Straight Path Wealth Management | 68 052 | 2 984 | ||||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 26 947 | −5,39 | 1 182 | 3,23 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 299 346 | −23,64 | 13 126 | −16,68 | ||||
| 2025-07-14 | 13F | Southland Equity Partners LLC | 153 164 | 1,33 | 6 716 | 10,57 | ||||
| 2025-07-24 | 13F | Bernard Wealth Management Corp. | 481 | 222,82 | 21 | 320,00 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Chapman Financial Group, Llc | 1 200 | 0,00 | 53 | 6,12 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 245 934 | −0,75 | 10 784 | 8,29 | ||||
| 2025-07-29 | 13F | ODonnell Financial Services, LLC | 27 755 | −2,77 | 1 217 | 6,10 | ||||
| 2025-07-10 | 13F | ARS Wealth Advisors Group, LLC | 32 458 | −0,19 | 1 423 | 8,96 | ||||
| 2025-07-25 | 13F | Mitchell Capital Management Co | 4 551 | −26,60 | 201 | −19,68 | ||||
| 2025-08-11 | 13F | Bellwether Advisors, LLC | 31 396 | 44,35 | 1 377 | 57,44 | ||||
| 2025-07-21 | 13F | Triad Wealth Partners, LLC | 53 978 | 89,49 | 2 367 | 106,82 | ||||
| 2025-07-21 | 13F | Catalina Capital Group, LLC | 20 430 | −48,89 | 896 | −44,27 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 11 945 | 0,00 | 524 | 8,96 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 13 807 | −12,66 | 605 | −4,72 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 85 325 | −0,52 | 3 742 | 5,95 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 345 | 0,00 | 14 | 7,69 | ||||
| 2025-07-29 | 13F | BKD Wealth Advisors, LLC | 187 627 | −4,69 | 8 227 | 3,99 | ||||
| 2025-07-31 | 13F | Gill Capital Partners, Llc | 27 682 | 0,00 | 1 214 | 9,08 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 4 460 | −76,07 | 196 | −73,93 | ||||
| 2025-08-12 | 13F | Wisconsin Wealth Advisors, LLC | 21 439 | 940 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 112 424 | 46,05 | 4 930 | 58,74 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 495 | 0,00 | 22 | 10,53 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Horizon Investments, LLC | 41 256 | 82,14 | 1 809 | 98,79 | ||||
| 2025-08-01 | 13F | Stuart Chaussee & Associates, Inc. | 17 024 | −88,08 | 747 | −87,00 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Certified Advisory Corp | 12 692 | 4,57 | 557 | 14,17 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 446 715 | −5,84 | 19 588 | 2,73 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 18 588 | −16,24 | 815 | −8,53 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 350 501 | 0,12 | 15 369 | 9,23 | ||||
| 2025-08-11 | 13F | Anfield Capital Management, LLC | 319 | 0,00 | 14 | 8,33 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 9 220 | 0,00 | 404 | 9,19 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 5 402 | 0,00 | 237 | 8,76 | ||||
| 2025-08-15 | 13F | Nikulski Financial, Inc. | 16 375 | 0,43 | 718 | 9,62 | ||||
| 2025-07-15 | 13F | Retirement Guys Formula Llc | 7 163 | 0,00 | 314 | 9,41 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 26 | −95,25 | 1 | −95,24 | ||||
| 2025-07-24 | 13F | Vantage Point Financial LLC | 21 708 | 15,83 | 952 | 26,29 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 590 | 26 | ||||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 44 210 | 102,99 | 1 939 | 121,49 | ||||
| 2025-07-17 | 13F | Alliance Wealth Advisors, LLC | 11 200 | 0,00 | 491 | 9,11 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 35 118 | −8,51 | 1 540 | −0,19 |
