Grundläggande statistik
| Institutionella ägare | 238 total, 238 long only, 0 short only, 0 long/short - change of 1,28% MRQ |
| Genomsnittlig portföljallokering | 0.4822 % - change of −12,39% MRQ |
| Institutionella aktier (lång) | 45 159 773 (ex 13D/G) - change of −0,78MM shares −1,69% MRQ |
| Institutionellt värde (lång) | $ 2 050 048 USD ($1000) |
Institutionellt ägande och aktieägare
Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF (US:PTLC) har 238 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 45,159,773 aktier. Största aktieägare inkluderar Bank Of America Corp /de/, LPL Financial LLC, Morgan Stanley, Wells Fargo & Company/mn, Raymond James Financial Inc, Sfmg, Llc, CFS Investment Advisory Services, LLC, Commonwealth Equity Services, Llc, Advisor Group Holdings, Inc., and Cetera Investment Advisers .
Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF (BATS:PTLC) 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 22, 2025 is 54,86 / share. Previously, on September 23, 2024, the share price was 52,22 / share. This represents an increase of 5,06% 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.
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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 | Pnc Financial Services Group, Inc. | 19 058 | −5,50 | 967 | −6,75 | ||||
| 2025-08-05 | 13F | BEAM Asset Management, LLC | 43 890 | 2,78 | 2 228 | 1,37 | ||||
| 2025-08-06 | 13F | Strategic Financial Partners, Ltd. | 21 729 | −0,07 | 1 103 | −1,34 | ||||
| 2025-07-23 | 13F | Tcfg Wealth Management, Llc | 11 917 | −6,00 | 605 | −7,36 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 7 759 | −2,30 | 394 | −3,68 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 11 292 | 0,00 | 573 | −1,21 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 24 238 | 2,21 | 1 230 | 1,23 | ||||
| 2025-07-17 | 13F | SWS Partners | 5 054 | 0,00 | 257 | −1,54 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 9 180 | −7,92 | 466 | −9,18 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 384 080 | −1,33 | 19 496 | −2,65 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 400 | −40,30 | 20 | −42,86 | ||||
| 2025-08-14 | 13F | Kinloch Capital, LLC | 4 464 | 1,99 | 227 | 0,44 | ||||
| 2025-08-14 | 13F | Comerica Bank | 34 829 | −11,44 | 1 768 | −12,65 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 3 829 | −66,33 | 194 | −66,84 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 2 430 | 0,00 | 123 | −1,60 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 4 186 | −34,99 | 212 | −36,14 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 476 | 26,60 | 24 | 26,32 | ||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 4 814 | 244 | ||||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 4 661 | −5,05 | 237 | −6,35 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 113 020 | −3,63 | 5 739 | −5,02 | ||||
| 2025-07-16 | 13F | Meridian Investment Counsel Inc. | 12 000 | 0,00 | 609 | −1,30 | ||||
| 2025-08-13 | 13F | Safe Harbor Fiduciary, LLC | 61 798 | 3 137 | ||||||
| 2025-07-25 | 13F | SPC Financial, Inc. | 142 676 | 13,17 | 7 242 | 11,66 | ||||
| 2025-08-11 | 13F | Inspire Advisors, LLC | 5 420 | −14,02 | 275 | −15,12 | ||||
| 2025-08-11 | 13F | Oder Investment Management, LLC | 40 840 | 0,50 | 2 073 | −0,81 | ||||
| 2025-06-30 | NP | TRND - Pacer Trendpilot Fund of Funds ETF | 224 376 | 13,51 | 10 925 | 0,69 | ||||
| 2025-07-17 | 13F | Saxon Interests, Inc. | 16 794 | 0,00 | 864 | 0,00 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 560 | −32,93 | 28 | −33,33 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 411 | −46,41 | 21 | −48,72 | ||||
| 2025-05-08 | 13F | Pasadena Private Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Legacy Trust | 10 903 | 0,00 | 553 | −1,25 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 8 060 | −31,31 | 409 | −32,17 | ||||
| 2025-08-14 | 13F | Camarda Financial Advisors, LLC | 24 905 | 7,50 | 1 264 | 6,04 | ||||
| 2025-07-15 | 13F | EWG Elevate Inc. | 47 593 | 1,14 | 2 416 | −0,21 | ||||
| 2025-07-09 | 13F | Burt Wealth Advisors | 7 747 | 0,00 | 393 | −1,26 | ||||
| 2025-07-31 | 13F/A | Avion Wealth | 3 201 | 0,00 | 0 | |||||
| 2025-08-05 | 13F | American Institute for Advanced Investment Management, LLP | 16 474 | 0,00 | 836 | −1,30 | ||||
| 2025-04-24 | 13F | CNB Bank | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 19 | 1 | ||||||
| 2025-07-16 | 13F | Independent Wealth Network Inc. | 6 072 | −30,41 | 308 | −31,25 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 34 451 | 18,78 | 1 749 | 17,16 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | Call | 0 | 0 | |||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-13 | 13F | Ofc Financial Planning, Llc | 78 011 | 1,89 | 3 960 | 0,51 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 2 222 | 0,00 | 113 | −1,75 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 23 639 | 28,96 | 1 200 | 27,15 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 6 550 | −4,71 | 333 | −3,77 | ||||
| 2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 16 864 | 856 | ||||||
| 2025-08-14 | 13F | Napa Wealth Management | 45 680 | 2 319 | ||||||
| 2025-04-15 | 13F | Noble Wealth Management PBC | 40 | 0,00 | 2 | 0,00 | ||||
| 2025-08-13 | 13F | Proactive Wealth Strategies LLC | 4 287 | −2,99 | 0 | |||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 4 788 | 243 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 54 119 | 6,19 | 3 | 0,00 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 13 329 | −4,13 | 677 | −5,45 | ||||
| 2025-08-08 | 13F | Mv Capital Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 325 | 12,85 | 16 | 14,29 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 38 586 | 93,80 | 1 959 | 91,21 | ||||
| 2025-08-06 | 13F | Mascagni Wealth Management, Inc. | 4 724 | −17,59 | 240 | −18,71 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 48 175 | 8,67 | 2 445 | 7,24 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 414 161 | −31,88 | 21 | −32,26 | ||||
| 2025-04-29 | 13F | Bank of New York Mellon Corp | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Mariner, LLC | 27 669 | 7,31 | 1 404 | 5,88 | ||||
| 2025-08-08 | 13F | Sittner & Nelson, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 119 | 6 | ||||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 18 214 | 56,10 | 1 | |||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-07 | 13F | Curtis Advisory Group, LLC | 80 255 | 5,95 | 4 074 | 4,52 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 276 861 | 40,78 | 14 053 | 38,89 | ||||
| 2025-08-14 | 13F | Vienna Asset Management LLC | 108 772 | 36,11 | 5 521 | 34,30 | ||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 1 078 | 0,00 | 54 | −1,82 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 210 644 | −1,08 | 10 692 | −2,41 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 15 645 | 4,13 | 794 | 2,85 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 18 445 | 212,10 | 936 | 207,89 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 4 215 | 214 | ||||||
| 2025-08-01 | 13F | Ferguson Shapiro LLC | 8 124 | −99,41 | 412 | −99,41 | ||||
| 2025-07-24 | 13F | Invictus Private Wealth, Llc | 6 200 | 315 | ||||||
| 2025-08-20 | 13F | Forefront Wealth Partners, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 27 804 | 400,97 | 1 411 | 395,09 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 9 345 | −0,43 | 474 | −1,66 | ||||
| 2025-08-12 | 13F | Pacer Advisors, Inc. | 218 144 | 4,05 | 11 073 | 2,65 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 20 657 | −33,17 | 1 049 | −34,09 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 754 119 | −18,62 | 38 | −19,15 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 785 842 | −26,56 | 39 888 | −27,55 | ||||
| 2025-08-11 | 13F | Invenio Wealth Partners Llc | 229 067 | 156,90 | 11 627 | 153,48 | ||||
| 2025-08-12 | 13F | Titleist Asset Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Cwm, Llc | 1 857 | 56,31 | 0 | |||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 12 210 | 0,00 | 620 | −1,43 | ||||
| 2025-07-23 | 13F | Tyche Wealth Partners LLC | 248 400 | 6,55 | 12 609 | 5,12 | ||||
| 2025-07-16 | 13F | True North Advisors, LLC | 5 195 | 264 | ||||||
| 2025-07-10 | 13F | Redhawk Wealth Advisors, Inc. | 6 784 | 0,00 | 344 | −1,43 | ||||
| 2025-07-17 | 13F | XY Planning Network, Inc. | 14 877 | 78,51 | 755 | 76,40 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 19 615 | 122,12 | 996 | 119,16 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 2 910 | −98,01 | 148 | −98,05 | ||||
| 2025-05-14 | 13F/A | Integrated Investment Consultants, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 22 070 | 5,38 | 1 120 | 3,99 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 22 200 | 11,46 | 1 127 | 9,96 | ||||
| 2025-07-25 | 13F | LRI Investments, LLC | 345 | 0,00 | 18 | 0,00 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 49 627 | −23,96 | 2 519 | −24,96 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Fidelis Capital Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Capital & Planning, Llc | 11 923 | −2,48 | 605 | −3,82 | ||||
| 2025-05-14 | 13F | Brown Brothers Harriman & Co | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 4 108 | 0,00 | 214 | 0,95 | ||||
| 2025-07-24 | 13F | Reuter James Wealth Management, Llc | 164 362 | 1,11 | 8 343 | −0,24 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 24 800 | 270,15 | 1 259 | 265,70 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 31 286 | −20,01 | 1 588 | −21,07 | ||||
| 2025-08-01 | 13F | Koss-Olinger Consulting, LLC | 581 367 | −4,12 | 29 510 | −5,41 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 1 414 973 | −2,89 | 72 | −4,05 | ||||
| 2025-07-30 | NP | TAX - Cambria Tax Aware ETF | 1 642 | −4,87 | 79 | −15,05 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 202 417 | −1,66 | 10 396 | −1,83 | ||||
| 2025-07-22 | 13F | MBL Wealth, LLC | 305 577 | −13,74 | 15 511 | −14,90 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 8 297 | 0,00 | 421 | −1,17 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 392 514 | 0,58 | 19 924 | −0,77 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 1 335 894 | 20,99 | 67 811 | 19,36 | ||||
| 2025-07-09 | 13F | Fermata Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Mather Group, Llc. | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Ade, Llc | 30 144 | −0,02 | 1 530 | −1,35 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 603 | 0,00 | 31 | −3,23 | ||||
| 2025-08-06 | 13F | Carnegie Lake Advisors LLC | 8 654 | 0 | ||||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 23 124 | −14,24 | 1 174 | −15,43 | ||||
| 2025-07-25 | 13F | Lion Street Advisors, LLC | 14 196 | −1,15 | 721 | −2,44 | ||||
| 2025-08-05 | 13F | Prosperity Wealth Management, Inc. | 6 050 | 307 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 5 551 221 | 15,18 | 281 780 | 13,64 | ||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 7 934 | 0,00 | 403 | −1,47 | ||||
| 2025-08-06 | 13F | Soltis Investment Advisors LLC | 80 282 | 1,92 | 4 075 | 0,57 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 10 631 | 0,00 | 540 | −1,28 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 17 091 | 3,95 | 868 | 2,97 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 162 752 | 8,50 | 8 261 | 7,05 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 24 249 | 33,50 | 1 231 | 31,69 | ||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 2 013 | 0,00 | 102 | −0,97 | ||||
| 2025-08-01 | 13F | MorganRosel Wealth Management, LLC | 1 | 0 | ||||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 34 206 | −8,55 | 1 736 | −9,77 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 645 | 0,00 | 33 | −3,03 | ||||
| 2025-08-14 | 13F | Aft, Forsyth & Sober, LLC | 69 300 | 1,17 | 3 518 | −0,20 | ||||
| 2025-07-11 | 13F | Deane Retirement Strategies, Inc. | 225 249 | 98 262,01 | 11 431 | 103 809,09 | ||||
| 2025-07-25 | 13F | Welch Group, LLC | 16 370 | −0,62 | 831 | −1,66 | ||||
| 2025-08-14 | 13F | Fmr Llc | 6 670 | −6,04 | 339 | −7,40 | ||||
| 2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 8 308 | −10,45 | 422 | −11,74 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 142 650 | −56,93 | 7 241 | −57,50 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 288 673 | 115,85 | 14 653 | 112,98 | ||||
| 2025-08-14 | 13F | Operose Advisors LLC | 1 207 | 0,00 | 61 | −1,61 | ||||
| 2025-08-14 | 13F | Heritage Wealth Management, Inc. | 4 225 | 7,64 | 214 | 6,47 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 12 287 | 116,85 | 624 | 108,36 | ||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 196 | −50,00 | 10 | −55,00 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 6 163 263 | 0,24 | 312 847 | −1,10 | ||||
| 2025-07-09 | 13F | GSG Advisors LLC | 4 151 | 0,00 | 211 | 4,48 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 85 962 | −25,02 | 4 363 | −26,03 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 64 243 | −10,30 | 3 261 | −11,51 | ||||
| 2025-07-14 | 13F | Golden State Equity Partners | 23 011 | 106,47 | 1 168 | 103,84 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 67 984 | 28,09 | 3 451 | 26,37 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 9 885 | 0,00 | 502 | −1,38 | ||||
| 2025-08-05 | 13F | Optivise Advisory Services LLC | 42 974 | 11,68 | 2 181 | 10,21 | ||||
| 2025-08-07 | 13F | PFG Advisors | 64 150 | −71,46 | 3 256 | −71,84 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 32 395 | −2,42 | 1 644 | −3,75 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 3 161 | 0,00 | 160 | −1,23 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | IronOak Wealth LLC. | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Global Financial Private Client, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Insight Advisors, LLC/ PA | 5 386 | 0,00 | 273 | −1,44 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 14 448 | −26,17 | 733 | −27,14 | ||||
| 2025-08-11 | 13F | Advisor Resource Council | 30 667 | −76,45 | 1 557 | −76,78 | ||||
| 2025-04-22 | 13F | World Equity Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 466 086 | 30,85 | 23 659 | 29,10 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 1 003 376 | 20,81 | 50 931 | 19,19 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 14 449 | −0,87 | 733 | −2,14 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 45 278 | −70,18 | 2 298 | −70,58 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 26 948 | −5,87 | 1 368 | −7,13 | ||||
| 2025-05-14 | 13F | BOK Financial Private Wealth, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Signature Securities Group Corporation | 4 467 | −24,31 | 227 | −25,41 | ||||
| 2025-08-14 | 13F | UBS Group AG | 1 093 996 | −11,35 | 55 531 | −12,54 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 2 681 893 | 3,90 | 136 133 | 2,51 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 25 821 | 9,61 | 1 311 | 8,09 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 35 790 | −10,74 | 1 817 | −11,93 | ||||
| 2025-07-23 | 13F | HMV Wealth Advisors, LLC | 5 500 | 0,00 | 279 | −1,06 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 61 976 | 18,40 | 3 146 | 12,44 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 4 543 | 0,00 | 231 | 4,55 | ||||
| 2025-07-15 | 13F | Aspire Capital Advisors LLC | 63 476 | 9,34 | 3 222 | 7,90 | ||||
| 2025-04-21 | 13F | PSI Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 19 918 | −9,62 | 1 025 | −13,00 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 31 663 | 1 607 | ||||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 0 | −100,00 | 0 | |||||
| 2025-05-16 | 13F | Empowered Funds, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 4 100 | 208 | ||||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 4 734 | 240 | ||||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 18 428 | −6,20 | 935 | −7,43 | ||||
| 2025-04-23 | 13F | Crewe Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 38 065 | 1,02 | 1 932 | −0,31 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 8 616 | 7,36 | 437 | 6,07 | ||||
| 2025-08-12 | 13F | Insigneo Advisory Services, Llc | 11 723 | −9,45 | 595 | −10,66 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Truist Financial Corp | 292 966 | −4,12 | 14 871 | −5,41 | ||||
| 2025-08-12 | 13F | Meridian Wealth Advisors, LLC | 204 372 | −0,90 | 10 374 | −2,23 | ||||
| 2025-07-16 | 13F | Kathmere Capital Management, LLC | 37 720 | −0,88 | 1 915 | −2,20 | ||||
| 2025-08-01 | 13F | Twin Lakes Capital Management, LLC | 1 277 | 0,00 | 65 | −1,54 | ||||
| 2025-07-16 | 13F | Maridea Wealth Management LLC | 4 234 | −17,69 | 215 | −18,94 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 10 406 | 0,00 | 528 | −1,31 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 3 516 | −44,36 | 177 | −45,85 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 4 130 772 | −13,04 | 209 678 | −14,21 | ||||
| 2025-08-04 | 13F | WNY Asset Management, LLC | 7 000 | 12,58 | 355 | 11,29 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 862 | 0,00 | 44 | −2,27 | ||||
| 2025-07-15 | 13F | BCS Wealth Management | 5 067 | −13,18 | 0 | |||||
| 2025-07-14 | 13F | Financial Enhancement Group LLC | 160 445 | −40,03 | 8 213 | −36,75 | ||||
| 2025-07-30 | 13F | Gimbal Financial | 50 403 | −36,91 | 2 558 | −37,76 | ||||
| 2025-07-28 | 13F | Lunt Capital Management, Inc. | 43 390 | 0,61 | 2 202 | −0,72 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Holland Advisory Services, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 1 144 585 | −10,22 | 58 099 | −11,42 | ||||
| 2025-08-14 | 13F | Murphy & Mullick Capital Management Corp | 75 | 0,00 | 4 | 0,00 | ||||
| 2025-07-14 | 13F | MY Wealth Management Inc. | 233 575 | 33,52 | 11 856 | 31,73 | ||||
| 2025-04-14 | 13F | Park Avenue Securities Llc | 0 | −100,00 | 0 | |||||
| 2025-04-25 | 13F | New Millennium Group LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Sovereign Financial Group, Inc. | 6 169 | −1,49 | 313 | −2,80 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 50 306 | −85,41 | 2 554 | −85,61 | ||||
| 2025-08-05 | 13F | Magnolia Capital Advisors Llc | 70 758 | −0,27 | 3 592 | −1,62 | ||||
| 2025-08-14 | 13F | Boston Private Wealth Llc | 0 | −100,00 | 0 | |||||
| 2025-04-02 | 13F | Marcum Wealth, LLC | 4 818 | 0,00 | 248 | −3,89 | ||||
| 2025-08-11 | 13F | Wbi Investments, Inc. | 62 439 | −0,87 | 3 169 | −2,19 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 10 551 | 0,00 | 536 | −1,29 | ||||
| 2025-07-17 | 13F | Oakworth Capital, Inc. | 1 560 | 0,00 | 79 | −1,25 | ||||
| 2025-08-13 | 13F | JBR Co Financial Management Inc | 12 815 | −25,38 | 650 | −26,39 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 2 428 000 | −15,25 | 123 245 | −16,39 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 420 409 | 13,69 | 21 340 | 12,16 | ||||
| 2025-07-24 | 13F | Eastern Bank | 2 340 | 0,00 | 119 | −1,67 | ||||
| 2025-05-09 | 13F | Avalon Trust Co | 0 | −100,00 | 0 | |||||
| 2025-07-07 | 13F | Whitaker-Myers Wealth Managers, LTD. | 65 314 | −11,52 | 3 315 | −12,69 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 10 993 | 0,00 | 558 | −1,24 | ||||
| 2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 4 579 | 232 | ||||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 500 | 25 | ||||||
| 2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 879 | −8,72 | 45 | −10,20 | ||||
| 2025-07-23 | 13F | Castle Rock Wealth Management, LLC | 4 346 | 0,00 | 225 | 0,90 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 181 060 | 1,85 | 9 191 | 0,49 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 10 371 | 5,60 | 526 | 4,16 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 37 513 | 12,77 | 1 904 | 11,28 | ||||
| 2025-04-22 | 13F/A | NorthRock Partners, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 22 095 | 1,02 | 1 122 | −0,36 | ||||
| 2025-05-15 | 13F | Captrust Financial Advisors | 0 | −100,00 | 0 | |||||
| 2025-04-17 | 13F | Authentikos Wealth Advisory, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-19 | 13F | Element Pointe Advisors, Llc | 5 027 | 0,00 | 255 | −1,16 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 656 302 | 7,59 | 33 314 | 6,15 | ||||
| 2025-07-15 | 13F | SJS Investment Consulting Inc. | 600 | 30 | ||||||
| 2025-08-04 | 13F | Assetmark, Inc | 1 779 | −31,68 | 90 | −32,33 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 329 | −91,93 | 17 | −92,34 | ||||
| 2025-07-15 | 13F | Oregon Pacific Wealth Management, LLC | 7 933 | 8,02 | 403 | 6,63 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 107 544 | −6,09 | 5 459 | −7,37 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 78 | 0,00 | 4 | −25,00 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 14 582 | −1,78 | 740 | −3,01 | ||||
| 2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 2 044 052 | 2,56 | 104 | 0,98 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 21 855 | −6,54 | 1 109 | −7,81 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 204 737 | −83,61 | 10 391 | −83,83 | ||||
| 2025-08-25 | 13F | Silverlake Wealth Management Llc | 9 450 | 0,00 | 480 | −1,44 | ||||
| 2025-08-14 | 13F | Wetherby Asset Management Inc | 4 168 | 0,00 | 212 | −4,95 | ||||
| 2025-04-08 | 13F | J2 Capital Management Inc | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Tempus Wealth Planning, LLC | 5 140 | −49,09 | 261 | −49,90 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Schmidt P J Investment Management Inc | 18 720 | −8,47 | 950 | −9,70 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 197 321 | 13,44 | 10 016 | 11,92 | ||||
| 2025-07-23 | 13F | 1 North Wealth Services Llc | 142 721 | 22,45 | 7 245 | 20,81 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 117 | 0,00 | 6 | −16,67 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 5 115 | 0 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 145 456 | 7 383 | ||||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 7 987 | 405 | ||||||
| 2025-04-29 | 13F | Brookstone Capital Management | 0 | −100,00 | 0 | |||||
| 2025-07-07 | 13F | Capital Asset Advisory Services LLC | 20 657 | −33,17 | 1 047 | −34,44 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 6 332 | 1,59 | 328 | 2,50 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 186 963 | −3,19 | 9 490 | −4,48 | ||||
| 2025-07-25 | 13F | One Degree Advisors Inc | 31 522 | 186,62 | 2 | |||||
| 2025-08-12 | 13F | PKS Advisory Services, LLC | 37 691 | −5,66 | 1 913 | 3,46 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 133 377 | 96,32 | 6 770 | 93,71 | ||||
| 2025-07-15 | 13F | Sheets Smith Wealth Management | 30 095 | 3,05 | 1 528 | 1,66 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 47 548 | 11,72 | 2 414 | 10,23 | ||||
| 2025-04-23 | 13F | Valmark Advisers, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-08 | 13F | Creative Planning | 160 322 | 7,43 | 8 138 | 5,98 | ||||
| 2025-08-12 | 13F | Sfmg, Llc | 2 247 421 | 114 079 | ||||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 11 193 | −86,75 | 1 | −100,00 | ||||
| 2025-09-22 | 13F | Caldwell Trust Co | 420 | 21 | ||||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 29 573 | −40,27 | 1 501 | −41,07 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 8 134 | 17,26 | 413 | 22,26 |
