Grundläggande statistik
| Institutionella ägare | 182 total, 182 long only, 0 short only, 0 long/short - change of 0,00% MRQ |
| Genomsnittlig portföljallokering | 0.2163 % - change of −46,26% MRQ |
| Institutionella aktier (lång) | 14 924 588 (ex 13D/G) - change of −3,50MM shares −19,00% MRQ |
| Institutionellt värde (lång) | $ 501 115 USD ($1000) |
Institutionellt ägande och aktieägare
Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - November (US:PNOV) har 182 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 14,924,588 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, Advisor Group Holdings, Inc., LPL Financial LLC, Beacon Pointe Advisors, LLC, Raymond James Financial Inc, Kovitz Investment Group Partners, LLC, and Envestnet Asset Management Inc .
Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - November (BATS:PNOV) 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 17, 2025 is 40,92 / share. Previously, on September 18, 2024, the share price was 36,82 / share. This represents an increase of 11,15% over that period.
Fondsentimentets poäng
Fondsentimentet poängen(fka Ägarackumulation-poäng) visar vilka aktier som är mest köpta av fonder. Det är resultatet av en sofistikerad kvantitativ flerfaktormodell som identifierar företag med de högsta nivåerna av institutionell ackumulering. Poängsättningsmodellen använder en kombination av den totala ökningen av redovisade ägare, förändringarna i portföljallokeringarna för dessa ägare och andra mått. Siffran sträcker sig från 0 till 100, där högre siffror indikerar en högre nivå av ackumulering i förhållande till sina konkurrenter, och 50 är genomsnittet.
Uppdateringsfrekvens: Dagligen
Se Ownership Explorer, som innehåller en lista över de högst rankade företagen.
Institutionell sälj/köp-kvot
Förutom att rapportera vanliga eget kapital- och skuldemissioner måste institutioner med mer än 100MM tillgångar under förvaltning också avslöja sina innehav av sälj- och köpoptioner. Eftersom säljoptioner i allmänhet indikerar ett negativt sentiment och köpoptioner indikerar ett positivt sentiment, kan vi få en uppfattning om det övergripande institutionella sentimentet genom att plotta förhållandet mellan säljoptioner och köpoptioner. Diagrammet till höger visar det historiska förhållandet mellan sälj- och köpoptioner för detta instrument.
Genom att använda sälj/köp-kvoten som en indikator på aktieägarnas sentiment undviker man en av de största bristerna med att använda det totala institutionella ägandet, nämligen att en betydande del av de förvaltade tillgångarna investeras passivt för att följa index. Passivt förvaltade fonder köper vanligtvis inte optioner, så indikatorn för sälj/köp-kvoten ger en bättre bild av stämningen i aktivt förvaltade fonder.
13F- och NPORT-arkiveringar
Detaljer om 13F-arkiveringar är gratis. Detaljer om NP-arkiveringar kräver ett premiummedlemskap. Gröna rader indikerar nya positioner. Röda rader indikerar stängda positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
Uppgradera
för att låsa upp premiumdata och exportera till Excel 
.
| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-22 | 13F | Siligmueller & Norvid Wealth Advisors LLC | 15 213 | 0,00 | 605 | 6,71 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 5 289 | 0,00 | 209 | 6,63 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 5 510 | −49,90 | 219 | −46,70 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 24 268 | 0,00 | 959 | 6,20 | ||||
| 2025-07-30 | 13F | Caliber Wealth Management, LLC / KS | 7 006 | 0,00 | 277 | 6,15 | ||||
| 2025-08-14 | 13F | Ambassador Advisors, LLC | 11 048 | −0,04 | 437 | 6,08 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 50 146 | 1 982 | ||||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Central Valley Advisors, Llc | 8 243 | 0,00 | 326 | 6,21 | ||||
| 2025-08-13 | 13F | BCJ Capital Management, LLC | 33 616 | 1,88 | 1 329 | 8,14 | ||||
| 2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 47 224 | −1,40 | 1 866 | 4,71 | ||||
| 2025-07-17 | 13F | Clear Point Advisors Inc. | 13 672 | 0,00 | 540 | 6,30 | ||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Berkshire Money Management, Inc. | 11 871 | −13,83 | 469 | −8,40 | ||||
| 2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 500 | 20 | ||||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 116 178 | 1,16 | 4 591 | 7,42 | ||||
| 2025-08-04 | 13F | Prairie Wealth Advisors, Inc. | 39 135 | −0,52 | 1 547 | 5,60 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 76 017 | −1,76 | 3 004 | 4,31 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 11 476 | −13,88 | 454 | −8,48 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 67 582 | −9,99 | 2 671 | −4,44 | ||||
| 2025-08-06 | 13F | Valtinson Bruner Financial Planning LLC | 5 463 | −13,23 | 216 | −8,12 | ||||
| 2025-08-12 | 13F | Ascent Wealth Partners, LLC | 17 705 | 0,00 | 700 | 6,23 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 1 330 | 0,00 | 53 | 6,12 | ||||
| 2025-05-12 | 13F | Fmr Llc | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Global Strategic Investment Solutions, LLC | 28 290 | −0,13 | 1 118 | 6,07 | ||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 9 800 | 0,00 | 387 | 6,32 | ||||
| 2025-07-09 | 13F | Keystone Wealth Services, LLC | 76 051 | 0,00 | 3 006 | 6,18 | ||||
| 2025-07-24 | 13F | Weaver Capital Management LLC | 23 447 | −0,08 | 927 | 6,07 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 6 806 | 0,00 | 269 | 5,93 | ||||
| 2025-08-07 | 13F | Investment Management Corp /va/ /adv | 1 502 | 0,00 | 59 | 7,27 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 6 298 | −5,24 | 0 | |||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 155 302 | 5,57 | 6 138 | 12,09 | ||||
| 2025-08-06 | 13F | Penserra Capital Management LLC | 1 483 262 | 14,55 | 59 | 20,83 | ||||
| 2025-08-12 | 13F | Waterloo Capital, L.P. | 11 083 | −9,64 | 438 | −3,95 | ||||
| 2025-07-18 | 13F | Foundry Financial Group, Inc. | 7 238 | 0,00 | 286 | 6,32 | ||||
| 2025-07-16 | 13F | Dakota Wealth Management | 13 400 | 0,00 | 530 | 6,22 | ||||
| 2025-07-02 | 13F | McAlister, Sweet & Associates, Inc. | 74 241 | −0,04 | 2 934 | 6,15 | ||||
| 2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 2 383 | 0,00 | 94 | 6,82 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 33 980 | −0,37 | 1 343 | 5,75 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 27 131 | −49,26 | 1 072 | −46,13 | ||||
| 2025-08-12 | 13F | Leigh Baldwin & Co., Llc | 13 200 | −0,75 | 522 | 5,25 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 7 822 | 0,00 | 0 | |||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 446 141 | −3,63 | 18 | 0,00 | ||||
| 2025-07-11 | 13F | Cypress Financial Planning Llc | 9 320 | 1,17 | 368 | 7,60 | ||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 4 700 | 0,00 | 186 | 6,32 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 3 041 | 120 | ||||||
| 2025-07-31 | 13F | Orion Capital Management LLC | 22 612 | −0,46 | 894 | 5,68 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 47 826 | −31,40 | 1 890 | −27,14 | ||||
| 2025-08-08 | 13F | Cornerstone Advisors Asset Management, Inc | 70 224 | 0,00 | 2 775 | 6,20 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 256 295 | −0,46 | 10 129 | 5,69 | ||||
| 2025-06-24 | NP | Innovator ETFs Trust - Innovator Laddered Fund of U.S. Equity Power Buffer ETFs | 1 296 036 | 11,21 | 48 109 | 7,50 | ||||
| 2025-07-15 | 13F | Retirement Income Solutions, Inc | 39 639 | 0,00 | 1 567 | 6,17 | ||||
| 2025-07-22 | 13F | Comprehensive Financial Consultants Institutional, Inc. | 87 523 | 0,00 | 3 459 | 6,17 | ||||
| 2025-07-17 | 13F | City Holding Co | 9 750 | −17,83 | 385 | −12,70 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 11 596 | −1,86 | 458 | 4,33 | ||||
| 2025-08-07 | 13F | Fidelis Capital Partners, LLC | 6 725 | 0,00 | 270 | 8,47 | ||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 12 348 | −20,72 | 460 | −22,07 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 33 900 | −0,29 | 1 340 | 5,85 | ||||
| 2025-04-14 | 13F | Kmg Fiduciary Partners, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Yarger Wealth Strategies, Llc | 9 941 | −1,43 | 393 | 4,53 | ||||
| 2025-07-30 | 13F | LifeWealth Investments, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Bedel Financial Consulting, Inc. | 23 250 | 0,00 | 919 | 5,88 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 4 150 | 0,00 | 0 | |||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 19 853 | 0,00 | 785 | 6,23 | ||||
| 2025-04-30 | 13F | John W. Brooker & Co., CPAs | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 19 764 | −7,07 | 781 | −1,26 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 149 330 | 10,63 | 5 902 | 17,46 | ||||
| 2025-04-15 | 13F | Requisite Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Clay Northam Wealth Management, LLC | 6 435 | 0,00 | 254 | 6,28 | ||||
| 2025-08-05 | 13F | Jessup Wealth Management, Inc | 12 448 | −1,50 | 492 | 4,47 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 1 152 | 46 | ||||||
| 2025-08-04 | 13F | Impact Partnership Wealth, LLC | 8 131 | 0,00 | 321 | 6,29 | ||||
| 2025-07-24 | 13F | Riverchase Wealth Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-08 | 13F | Ptm Wealth Management, Llc | 12 699 | 0,00 | 504 | 14,29 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 5 390 | 0,00 | 213 | 6,50 | ||||
| 2025-05-14 | 13F | Northwestern Mutual Wealth Management Co | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | GWM Advisors LLC | 24 653 | −1,06 | 974 | 5,07 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 101 896 | −17,29 | 4 046 | −11,76 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 74 593 | 154,29 | 2 948 | 170,12 | ||||
| 2025-04-14 | 13F | ARS Wealth Advisors Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Pinnacle Wealth Management Group, Inc. | 10 220 | 0,00 | 404 | 6,05 | ||||
| 2025-07-21 | 13F | Keystone Financial Group, Inc. | 2 557 | −17,91 | 102 | −12,93 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 2 819 | 27,04 | 111 | 35,37 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 7 243 | −5,30 | 286 | 0,70 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 37 487 | 7,68 | 1 481 | 14,36 | ||||
| 2025-07-17 | 13F | Michels Family Financial, LLC | 5 300 | 209 | ||||||
| 2025-07-09 | 13F | Fragasso Group Inc. | 31 954 | 0,00 | 1 263 | 6,14 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 33 588 | −0,01 | 1 327 | 6,16 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 50 319 | 58,18 | 1 989 | 67,91 | ||||
| 2025-07-22 | 13F | Diligent Investors, LLC | 29 000 | 0,00 | 1 146 | 6,21 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 65 841 | 0,70 | 3 | 0,00 | ||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 14 424 | −10,80 | 570 | −5,16 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 9 484 | −10,60 | 375 | −5,08 | ||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 80 253 | 9,16 | 3 225 | 17,87 | ||||
| 2025-08-14 | 13F | First Commonwealth Financial Corp /pa/ | 24 663 | −11,93 | 975 | −6,53 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 24 964 | −5,61 | 987 | 0,20 | ||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 360 | 0,00 | 0 | |||||
| 2025-07-14 | 13F | Buska Wealth Management, LLC | 210 385 | −28,15 | 8 314 | −23,71 | ||||
| 2025-08-14 | 13F | Beck Capital Management, Llc | 13 004 | −0,12 | 514 | 5,99 | ||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 38 589 | 0,00 | 1 525 | 6,20 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | LPL Financial LLC | 286 142 | −10,38 | 11 308 | −4,84 | ||||
| 2025-08-11 | 13F | Outlook Wealth Advisors, LLC | 8 696 | −14,33 | 344 | −9,02 | ||||
| 2025-07-15 | 13F | BigSur Wealth Management LLC | 4 154 | −3,93 | 164 | 2,50 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 229 776 | 3,41 | 9 081 | 9,79 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 137 015 | −84,84 | 5 415 | −83,90 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 2 300 | 0,00 | 91 | 5,88 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 217 392 | 1,89 | 8 591 | 8,19 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 30 716 | −0,32 | 1 214 | 5,85 | ||||
| 2025-07-23 | 13F | Allegiance Financial Group Advisory Services LLC | 36 288 | 0,00 | 1 434 | 6,22 | ||||
| 2025-08-08 | 13F | Wealth Alliance | 54 900 | 0,00 | 2 170 | 6,17 | ||||
| 2025-08-21 | 13F | Winnow Wealth Llc | 0 | 0 | ||||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 7 490 | −1,62 | 296 | 4,59 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 19 245 | 761 | ||||||
| 2025-07-15 | 13F | McAdam, LLC | 6 248 | 0,00 | 247 | 6,03 | ||||
| 2025-08-14 | 13F | Talon Private Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | FSA Advisors, Inc. | 17 500 | 4,18 | 692 | 10,56 | ||||
| 2025-08-01 | 13F | Corrado Advisors, Llc | 22 345 | 0,00 | 883 | 6,26 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 31 853 | −0,96 | 1 259 | 5,10 | ||||
| 2025-07-30 | 13F | Retirement Planning Group | 9 516 | 0,00 | 376 | 6,21 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 69 455 | 0,86 | 3 | 0,00 | ||||
| 2025-08-11 | 13F | Bellwether Advisors, LLC | 98 545 | −0,08 | 3 894 | 6,10 | ||||
| 2025-08-12 | 13F | Sfmg, Llc | 11 326 | 0,00 | 448 | 6,18 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 55 535 | −1,56 | 2 195 | 4,53 | ||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 56 358 | 0,00 | 2 227 | 6,20 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 9 686 | 0,13 | 383 | 6,11 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 6 880 | −4,79 | 272 | 1,12 | ||||
| 2025-07-17 | 13F | Wagner Wealth Management, Llc | 1 990 | 0,00 | 79 | 5,41 | ||||
| 2025-07-09 | 13F | Fiduciary Alliance LLC | 5 103 | 202 | ||||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 236 152 | −1,36 | 9 333 | 4,72 | ||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 1 220 | 48 | ||||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 10 729 | −54,79 | 424 | −51,98 | ||||
| 2025-07-10 | 13F | Three Seasons Wealth, LLC | 134 926 | 0,00 | 5 332 | 6,19 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 1 706 | 14,80 | 65 | 16,36 | ||||
| 2025-08-06 | 13F | Rps Advisory Solutions Llc | 7 888 | 0,00 | 312 | 6,14 | ||||
| 2025-07-03 | 13F | Fiduciary Financial Group, Llc | 10 799 | 0,00 | 427 | 10,34 | ||||
| 2025-07-23 | 13F | Castle Rock Wealth Management, LLC | 36 310 | −7,32 | 1 451 | −0,68 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 9 310 | −6,57 | 368 | −0,81 | ||||
| 2025-07-29 | 13F | Goldstein Advisors, LLC | 6 983 | 0,00 | 276 | 6,18 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 2 200 | 0,00 | 87 | 6,17 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 12 028 | −4,62 | 475 | 1,28 | ||||
| 2025-08-05 | 13F | WorthPointe, LLC | 10 177 | 0,00 | 402 | 6,35 | ||||
| 2025-08-11 | 13F | WPWealth LLP | 23 293 | −53,33 | 921 | −50,46 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 15 369 | 607 | ||||||
| 2025-07-31 | 13F | Cardinal Point Capital Management, ULC | 6 770 | 0,00 | 268 | 6,37 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 28 779 | 0,00 | 1 137 | 6,16 | ||||
| 2025-08-14 | 13F | Alliancebernstein L.p. | 4 597 447 | −6,43 | 181 691 | −0,64 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 262 425 | 14,45 | 10 371 | 21,54 | ||||
| 2025-04-10 | 13F | Sugar Maple Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Csenge Advisory Group | 20 862 | 0,00 | 804 | 7,07 | ||||
| 2025-07-14 | 13F | Chris Bulman Inc | 20 781 | −25,23 | 821 | −20,60 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 13 139 | 0,00 | 519 | 6,13 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 14 022 | 0,00 | 562 | 7,68 | ||||
| 2025-07-17 | 13F | Global Trust Asset Management, LLC | 150 | 0,00 | 6 | 0,00 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 1 065 | 0,00 | 0 | |||||
| 2025-08-14 | 13F | UBS Group AG | 27 245 | 521,89 | 1 077 | 560,12 | ||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 6 179 | −10,38 | 244 | −4,69 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 26 622 | 1 052 | ||||||
| 2025-05-12 | 13F | Maia Wealth LLC | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Straight Path Wealth Management | 8 490 | 0,39 | 336 | 6,69 | ||||
| 2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 8 857 | 0,00 | 0 | −100,00 | ||||
| 2025-07-15 | 13F | BCS Wealth Management | 40 082 | −6,17 | 2 | 0,00 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 167 698 | −6,19 | 6 627 | −0,39 | ||||
| 2025-07-24 | 13F | Bernard Wealth Management Corp. | 969 | −12,62 | 38 | −7,32 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 1 526 | 0,00 | 0 | |||||
| 2025-07-16 | 13F | Crown Wealth Group, LLC | 17 188 | 0,00 | 679 | 6,26 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 219 244 | −17,02 | 8 665 | −11,90 | ||||
| 2025-07-14 | 13F | Kfg Wealth Management, Llc | 56 858 | 0,28 | 2 247 | 6,49 | ||||
| 2025-07-21 | 13F | Triad Wealth Partners, LLC | 5 411 | 214 | ||||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 28 614 | 0,00 | 1 | 0,00 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 27 190 | −14,67 | 1 075 | −9,44 | ||||
| 2025-07-25 | 13F | Mitchell Capital Management Co | 5 799 | −26,59 | 231 | −21,43 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 21 643 | −1,12 | 855 | 5,04 | ||||
| 2025-08-15 | 13F | Nikulski Financial, Inc. | 7 750 | 0,00 | 306 | 6,25 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 20 767 | −0,35 | 821 | 5,81 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 8 977 | 0,00 | 355 | 5,99 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 200 | 8 | ||||||
| 2025-07-31 | 13F | Gill Capital Partners, Llc | 98 209 | −3,07 | 3 881 | 2,92 | ||||
| 2025-04-22 | 13F | Compass Ion Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Southland Equity Partners LLC | 48 807 | 0,00 | 1 929 | 6,17 | ||||
| 2025-07-29 | 13F | BKD Wealth Advisors, LLC | 22 241 | −9,08 | 879 | −3,52 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 37 745 | 1 492 | ||||||
| 2025-08-01 | 13F | Stuart Chaussee & Associates, Inc. | 196 949 | −92,68 | 7 783 | −92,23 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 6 099 | −6,33 | 241 | −2,03 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 91 753 | −2,78 | 3 626 | 3,25 | ||||
| 2025-07-14 | 13F | CRA Financial Services, LLC | 46 268 | −1,60 | 1 829 | 4,46 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 5 554 | −1,77 | 219 | 4,29 | ||||
| 2025-08-13 | 13F | Luminist Capital LLC | 144 429 | −8,18 | 5 708 | −2,51 | ||||
| 2025-08-14 | 13F | Certified Advisory Corp | 5 915 | −9,36 | 234 | −3,72 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 4 460 | 176 | ||||||
| 2025-08-13 | 13F | Virtue Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Blair William & Co/il | 31 792 | 0,00 | 1 256 | 6,17 | ||||
| 2025-08-14 | 13F/A | Barclays Plc | 3 783 | 3 683,00 | 0 | |||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 27 159 | 3,33 | 1 073 | 9,38 | ||||
| 2025-08-11 | 13F | Anfield Capital Management, LLC | 317 | 13 | ||||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 16 319 | 8,70 | 645 | 15,41 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 10 666 | 0,00 | 422 | 6,31 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 411 671 | 13,12 | 16 269 | 20,12 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 12 616 | −10,90 | 499 | −5,50 |
