Grundläggande statistik
Institutionella ägare | 242 total, 242 long only, 0 short only, 0 long/short - change of 2,11% MRQ |
Genomsnittlig portföljallokering | 0.2705 % - change of −0,77% MRQ |
Institutionella aktier (lång) | 9 304 223 (ex 13D/G) - change of −0,44MM shares −4,48% MRQ |
Institutionellt värde (lång) | $ 1 189 481 USD ($1000) |
Institutionellt ägande och aktieägare
First Trust Exchange-Traded Fund - First Trust NASDAQ-100 Equal Weighted Index Fund (US:QQEW) har 242 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 9,304,223 aktier. Största aktieägare inkluderar Morgan Stanley, Wells Fargo & Company/mn, Raymond James Financial Inc, LPL Financial LLC, Royal Bank Of Canada, UBS Group AG, Gratus Wealth Advisors, LLC, Stifel Financial Corp, Bank Of America Corp /de/, and Commonwealth Equity Services, Llc .
First Trust Exchange-Traded Fund - First Trust NASDAQ-100 Equal Weighted Index Fund (NasdaqGM:QQEW) 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 19, 2025 is 140,10 / share. Previously, on September 20, 2024, the share price was 124,08 / share. This represents an increase of 12,91% over that period.
Fondsentimentets poäng
Fondsentimentet poängen(fka Ägarackumulation-poäng) visar vilka aktier som är mest köpta av fonder. Det är resultatet av en sofistikerad kvantitativ flerfaktormodell som identifierar företag med de högsta nivåerna av institutionell ackumulering. Poängsättningsmodellen använder en kombination av den totala ökningen av redovisade ägare, förändringarna i portföljallokeringarna för dessa ägare och andra mått. Siffran sträcker sig från 0 till 100, där högre siffror indikerar en högre nivå av ackumulering i förhållande till sina konkurrenter, och 50 är genomsnittet.
Uppdateringsfrekvens: Dagligen
Se Ownership Explorer, som innehåller en lista över de högst rankade företagen.
Institutionell sälj/köp-kvot
Förutom att rapportera vanliga eget kapital- och skuldemissioner måste institutioner med mer än 100MM tillgångar under förvaltning också avslöja sina innehav av sälj- och köpoptioner. Eftersom säljoptioner i allmänhet indikerar ett negativt sentiment och köpoptioner indikerar ett positivt sentiment, kan vi få en uppfattning om det övergripande institutionella sentimentet genom att plotta förhållandet mellan säljoptioner och köpoptioner. Diagrammet till höger visar det historiska förhållandet mellan sälj- och köpoptioner för detta instrument.
Genom att använda sälj/köp-kvoten som en indikator på aktieägarnas sentiment undviker man en av de största bristerna med att använda det totala institutionella ägandet, nämligen att en betydande del av de förvaltade tillgångarna investeras passivt för att följa index. Passivt förvaltade fonder köper vanligtvis inte optioner, så indikatorn för sälj/köp-kvoten ger en bättre bild av stämningen i aktivt förvaltade fonder.
13F- och NPORT-arkiveringar
Detaljer om 13F-arkiveringar är gratis. Detaljer om NP-arkiveringar kräver ett premiummedlemskap. Gröna rader indikerar nya positioner. Röda rader indikerar stängda positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
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Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-07-10 | 13F | Secure Asset Management, LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Jane Street Group, Llc | 0 | −100,00 | 0 | |||||
2025-08-08 | 13F | Beck Bode, LLC | 3 876 | −30,34 | 529 | −21,28 | ||||
2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 2 202 | 17,07 | 301 | 32,16 | ||||
2025-07-01 | 13F | Park National Corp /oh/ | 8 541 | 11,34 | 1 166 | 25,67 | ||||
2025-07-16 | 13F/A | CX Institutional | 93 971 | 17,67 | 13 | 33,33 | ||||
2025-05-12 | 13F | Independent Advisor Alliance | 0 | −100,00 | 0 | |||||
2025-07-21 | 13F | AIFG Consultants Ltd. | 5 735 | −31,48 | 783 | −22,73 | ||||
2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 19 749 | −57,35 | 2 696 | −51,87 | ||||
2025-08-07 | 13F | Runnymede Capital Advisors, Inc. | 3 845 | −5,06 | 525 | 7,16 | ||||
2025-07-29 | 13F | Kraft, Davis & Associates, LLC | 11 600 | −32,01 | 1 616 | −17,17 | ||||
2025-05-05 | 13F | Washburn Capital Management, Inc. | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | Shakespeare Wealth Management, Inc. | 35 501 | 4,11 | 4 846 | 17,51 | ||||
2025-08-14 | 13F | Comerica Bank | 11 602 | −0,12 | 1 584 | 12,75 | ||||
2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | −100,00 | 0 | |||||
2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 0 | −100,00 | 0 | −100,00 | |||
2025-07-21 | 13F | Ntv Asset Management Llc | 41 715 | −4,57 | 5 694 | 7,70 | ||||
2025-07-17 | 13F | Janney Montgomery Scott LLC | 4 924 | −67,44 | 1 | −100,00 | ||||
2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | −100,00 | 0 | |||||
2025-05-02 | 13F | Transcendent Capital Group LLC | 0 | −100,00 | 0 | |||||
2025-07-17 | 13F | DiNuzzo Private Wealth, Inc. | 58 | 0,00 | 8 | 0,00 | ||||
2025-08-11 | 13F | Citigroup Inc | 40 648 | −13,44 | 5 548 | −2,31 | ||||
2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 188 | 0,53 | 26 | 13,64 | ||||
2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 40 153 | −2,79 | 5 480 | 9,71 | ||||
2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 1 158 | 158 | ||||||
2025-08-08 | 13F | Glassman Wealth Services | 2 188 | 0,00 | 299 | 12,88 | ||||
2025-08-14 | 13F | Sunbelt Securities, Inc. | 2 732 | 0,52 | 341 | 3,96 | ||||
2025-07-09 | 13F | Keystone Wealth Services, LLC | 4 593 | 0,00 | 627 | 12,79 | ||||
2025-07-14 | 13F | Sowell Financial Services LLC | 17 759 | −6,90 | 2 424 | 5,07 | ||||
2025-08-14 | 13F | Goldman Sachs Group Inc | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 17 035 | 64,32 | 2 325 | 85,55 | ||||
2025-08-11 | 13F | Plotkin Financial Advisors, LLC | 6 694 | 0,00 | 914 | 12,86 | ||||
2025-05-14 | 13F | Mach-1 Financial Group, Inc. | 0 | −100,00 | 0 | |||||
2025-08-08 | 13F | Larson Financial Group LLC | 409 | 0,00 | 56 | 12,24 | ||||
2025-08-04 | 13F | Pensionmark Financial Group, Llc | 4 492 | −0,33 | 613 | 12,48 | ||||
2025-07-02 | 13F | Crumly & Associates Inc. | 34 829 | −10,21 | 4 754 | 1,34 | ||||
2025-07-16 | 13F | Novem Group | 5 560 | 0,00 | 759 | 12,80 | ||||
2025-08-12 | 13F | LPL Financial LLC | 690 527 | −16,72 | 94 250 | −6,00 | ||||
2025-08-12 | 13F | Global Retirement Partners, LLC | 3 136 | 46,95 | 428 | 60,90 | ||||
2025-08-11 | 13F | Pineridge Advisors LLC | 0 | −100,00 | 0 | |||||
2025-07-25 | 13F | We Are One Seven, LLC | 1 856 | −8,03 | 253 | 4,12 | ||||
2025-07-23 | 13F | Morton Capital Management LLC/CA | 1 545 | 211 | ||||||
2025-08-13 | 13F/A | StoneX Group Inc. | 2 918 | −21,96 | 303 | −24,06 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 120 944 | −0,68 | 16 515 | 12,10 | ||||
2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 3 797 | 2,23 | 518 | 15,37 | ||||
2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 621 | 85 | ||||||
2025-08-04 | 13F | Atria Investments Llc | 5 008 | −5,37 | 684 | 6,89 | ||||
2025-08-14 | 13F | Herold Advisors, Inc. | 2 320 | −42,27 | 317 | −34,98 | ||||
2025-08-08 | 13F | Foundations Investment Advisors, LLC | 7 813 | −4,37 | 1 066 | 7,89 | ||||
2025-08-12 | 13F/A | Cozad Asset Management Inc | 25 554 | 1,58 | 3 488 | 14,63 | ||||
2025-08-06 | 13F | 360 Financial, Inc. | 5 849 | −2,50 | 798 | 10,07 | ||||
2025-05-14 | 13F | Caitlin John, LLC | 0 | −100,00 | 0 | |||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 159 290 | −7,16 | 22 | 5,00 | ||||
2025-08-14 | 13F | Operose Advisors LLC | 2 330 | 0,00 | 318 | 13,17 | ||||
2025-08-07 | 13F | Hughes Financial Services, LLC | 543 | 0,00 | 74 | 10,61 | ||||
2025-07-07 | 13F | Global Wealth Strategies & Associates | 50 | 0,00 | 7 | 0,00 | ||||
2025-05-15 | 13F | Barclays Plc | 0 | −100,00 | 0 | |||||
2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 5 | 0,00 | 1 | |||||
2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 8 373 | 0,69 | 1 143 | 13,63 | ||||
2025-08-11 | 13F | TD Waterhouse Canada Inc. | 405 | 0,00 | 55 | 12,24 | ||||
2025-08-12 | 13F | Barr E S & Co | 1 500 | 205 | ||||||
2025-08-14 | 13F | Old Mission Capital Llc | 5 318 | 726 | ||||||
2025-07-10 | 13F | Kmg Fiduciary Partners, Llc | 1 911 | −0,21 | 261 | 12,55 | ||||
2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Mariner, LLC | 10 377 | 32,87 | 1 416 | 50,00 | ||||
2025-08-13 | 13F | Stenger Family Office, LLC | 0 | −100,00 | 0 | |||||
2025-08-11 | 13F | Generali Investments, Management Co LLC | 22 872 | 17,13 | 3 118 | 32,02 | ||||
2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 0 | −100,00 | 0 | |||||
2025-08-04 | 13F | Rede Wealth, LLC | 2 169 | 0,00 | 296 | 12,98 | ||||
2025-08-08 | 13F | Gts Securities Llc | 100 489 | 121,89 | 13 716 | 150,25 | ||||
2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 3 389 | −0,62 | 462 | 12,14 | ||||
2025-07-22 | 13F | Luken Investment Analytics, LLC | 4 826 | −60,80 | 659 | −55,78 | ||||
2025-07-29 | 13F | Crux Wealth Advisors | 0 | −100,00 | 0 | |||||
2025-07-31 | 13F | Oppenheimer & Co Inc | 6 742 | −44,63 | 920 | −37,50 | ||||
2025-08-13 | 13F | Cerity Partners LLC | 1 883 | 0,00 | 257 | 13,22 | ||||
2025-08-12 | 13F | Manchester Capital Management LLC | 1 100 | 0,00 | 150 | 12,78 | ||||
2025-05-13 | 13F | EPG Wealth Management LLC | 0 | −100,00 | 0 | |||||
2025-08-11 | 13F/A | Purus Wealth Management, LLC | 8 128 | 0,25 | 1 109 | 13,16 | ||||
2025-08-13 | 13F | Scotia Capital Inc. | 9 850 | −7,97 | 1 344 | 3,86 | ||||
2025-08-14 | 13F | Potentia Wealth | 3 183 | −18,99 | 434 | −8,63 | ||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 99 811 | −33,95 | 13 623 | −25,46 | ||||
2025-04-23 | 13F | Financial Life Planners | 0 | −100,00 | 0 | |||||
2025-07-15 | 13F | Maseco Llp | 80 | 11 | ||||||
2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 2 775 | 379 | ||||||
2025-08-04 | 13F | Kovack Advisors, Inc. | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Integrated Wealth Concepts LLC | 57 572 | −13,57 | 7 858 | −2,45 | ||||
2025-05-14 | 13F | CIBC World Markets Inc. | 0 | −100,00 | 0 | |||||
2025-08-07 | 13F | New England Private Wealth Advisors LLC | 69 581 | 0,06 | 9 666 | 14,94 | ||||
2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 1 751 | −20,37 | 239 | −10,19 | ||||
2025-07-23 | 13F | Clear Creek Financial Management, LLC | 21 565 | 0,10 | 2 943 | 12,98 | ||||
2025-08-13 | 13F | Smith, Moore & Co. | 1 790 | −2,77 | 244 | 9,91 | ||||
2025-07-09 | 13F | Mirador Capital Partners LP | 1 644 | −8,62 | 224 | 3,23 | ||||
2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 30 626 | −34,61 | 4 180 | −26,20 | ||||
2025-08-13 | 13F | Summit Financial, LLC | 2 921 | 399 | ||||||
2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 3 937 | −1,80 | 537 | 10,95 | ||||
2025-08-12 | 13F | BlackRock, Inc. | 1 081 | 0,00 | 148 | 13,08 | ||||
2025-07-16 | 13F | PFS Partners, LLC | 160 | 0,00 | 22 | 10,53 | ||||
2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Fmr Llc | 3 418 | −15,06 | 467 | −4,12 | ||||
2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 108 | 0,00 | 15 | 7,69 | ||||
2025-07-28 | 13F | Virtus Wealth Solutions LLC | 87 526 | 3,00 | 11 946 | 16,25 | ||||
2025-08-14 | 13F | Glenmede Investment Management, LP | 6 205 | 847 | ||||||
2025-08-04 | 13F | Spire Wealth Management | 19 096 | −29,40 | 2 606 | −20,33 | ||||
2025-08-14 | 13F | Harwood Advisory Group, LLC | 48 973 | −1,13 | 6 684 | 8,00 | ||||
2025-08-19 | 13F | Advisory Services Network, LLC | 3 534 | −2,78 | 482 | 9,79 | ||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 111 947 | 11,44 | 15 280 | 25,77 | ||||
2025-07-31 | 13F | Whipplewood Advisors, LLC | 500 | −82,45 | 68 | −15,00 | ||||
2025-07-21 | 13F | Ameritas Advisory Services, LLC | 545 | 74 | ||||||
2025-08-06 | 13F | Sound Financial Strategies Group, LLC | 16 809 | −7,01 | 2 294 | 4,94 | ||||
2025-08-15 | 13F | Captrust Financial Advisors | 2 166 | 0,00 | 296 | 13,03 | ||||
2025-07-23 | 13F | REAP Financial Group, LLC | 560 | −38,60 | 76 | −30,91 | ||||
2025-07-25 | 13F | Apollon Financial, LLC | 2 630 | 0,00 | 359 | 12,58 | ||||
2025-07-17 | 13F | Global Trust Asset Management, LLC | 25 | 0,00 | 3 | 0,00 | ||||
2025-08-13 | 13F | Rsm Us Wealth Management Llc | 29 819 | −2,89 | 4 070 | 9,59 | ||||
2025-08-14 | 13F | Aft, Forsyth & Sober, LLC | 5 375 | 10,26 | 734 | 24,45 | ||||
2025-07-31 | 13F | BIP Wealth, LLC | 4 251 | −7,39 | 580 | 4,50 | ||||
2025-08-14 | 13F | GWM Advisors LLC | 22 598 | 4,68 | 3 084 | 18,16 | ||||
2025-05-13 | 13F | Mark Sheptoff Financial Planning, Llc | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | Financial Advocates Investment Management | 1 980 | −1,74 | 270 | 11,11 | ||||
2025-07-18 | 13F | McGuire Investment Group, LLC | 2 150 | 0,00 | 293 | 12,69 | ||||
2025-08-13 | 13F | Cresset Asset Management, LLC | 33 322 | 0,06 | 4 548 | 12,94 | ||||
2025-08-07 | 13F | Allworth Financial LP | 1 131 | 22,27 | 154 | 38,74 | ||||
2025-08-14 | 13F | Stifel Financial Corp | 168 426 | 12,57 | 22 992 | 27,06 | ||||
2025-07-23 | 13F | Columbus Macro, LLC | 0 | −100,00 | 0 | |||||
2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 11 005 | 1,14 | 1 502 | 14,22 | ||||
2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 1 774 | −31,93 | 242 | −23,17 | ||||
2025-07-01 | 13F | Harbor Investment Advisory, Llc | 2 852 | −2,40 | 389 | 10,20 | ||||
2025-08-11 | 13F | Western Wealth Management, LLC | 1 491 | 203 | ||||||
2025-07-30 | 13F | Whittier Trust Co | 2 500 | 0,00 | 341 | 12,91 | ||||
2025-08-14 | 13F | Snowden Capital Advisors LLC | 3 023 | −0,03 | 413 | 12,88 | ||||
2025-07-08 | 13F | Nbc Securities, Inc. | 3 166 | 299,24 | 0 | |||||
2025-06-10 | 13F | Birchbrook, Inc. | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 73 136 | −0,16 | 9 982 | 12,69 | ||||
2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 100 000 | 100,00 | 13 649 | 125,75 | ||||
2025-08-14 | 13F | Sequent Planning LLC | 2 891 | −1,57 | 395 | 10,99 | ||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 121 693 | 67,37 | 17 | 100,00 | ||||
2025-07-14 | 13F | Farmers & Merchants Investments Inc | 0 | −100,00 | 0 | |||||
2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 11 790 | 30,39 | 1 609 | 47,21 | ||||
2025-08-18 | 13F | Tyler-Stone Wealth Management | 8 105 | 0,07 | 1 106 | 12,97 | ||||
2025-08-13 | 13F | Dana Investment Advisors, Inc. | 8 950 | −0,65 | 1 222 | 12,12 | ||||
2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 272 | 38,07 | 37 | 60,87 | ||||
2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 1 831 | 0,00 | 250 | 12,67 | ||||
2025-08-05 | 13F | Sigma Planning Corp | 4 337 | 76,30 | 592 | 98,99 | ||||
2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 1 481 | 202 | ||||||
2025-09-12 | 13F/A | Valeo Financial Advisors, LLC | 1 891 | −1,72 | 258 | 11,21 | ||||
2025-08-29 | 13F | Centaurus Financial, Inc. | 5 911 | 1,79 | 1 | |||||
2025-05-07 | 13F | WMS Partners, LLC | 0 | −100,00 | 0 | |||||
2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 550 | 0,00 | 75 | 13,64 | ||||
2025-08-13 | 13F | Baker Avenue Asset Management, LP | 18 779 | −5,86 | 2 563 | 6,26 | ||||
2025-05-15 | 13F | Glenmede Trust Co Na | 6 205 | −2,01 | 750 | −5,18 | ||||
2025-07-23 | 13F | GGM Financials LLC | 87 526 | 11 946 | ||||||
2025-08-14 | 13F | UBS Group AG | 290 342 | −34,47 | 39 629 | −26,04 | ||||
2025-07-15 | 13F | tru Independence LLC | 3 395 | −0,09 | 463 | 12,93 | ||||
2025-08-08 | 13F | Cetera Investment Advisers | 110 063 | 0,01 | 15 022 | 12,88 | ||||
2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 9 101 | 15,98 | 1 242 | 31,01 | ||||
2025-07-07 | 13F | Nova Wealth Management, Inc. | 581 | −40,53 | 79 | −33,05 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 7 728 | −20,21 | 1 055 | −9,99 | ||||
2025-07-28 | 13F | Harbour Investments, Inc. | 5 560 | −6,95 | 759 | 4,99 | ||||
2025-08-20 | 13F | Forefront Wealth Partners, LLC | 1 693 | 220 | ||||||
2025-08-05 | 13F | Key FInancial Inc | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Elios Financial Group Inc. | 44 244 | −3,32 | 6 039 | 9,11 | ||||
2025-08-14 | 13F | Glen Eagle Advisors, LLC | 57 | 0,00 | 8 | 16,67 | ||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 984 805 | −0,30 | 134 416 | 12,53 | ||||
2025-08-15 | 13F | CI Private Wealth, LLC | 93 192 | 0,62 | 12 720 | 13,56 | ||||
2025-07-28 | 13F | Kiker Wealth Management, LLC | 69 | 9 | ||||||
2025-08-14 | 13F | Raymond James Financial Inc | 925 201 | −0,52 | 126 281 | 12,28 | ||||
2025-07-22 | 13F | DAVENPORT & Co LLC | 24 284 | −7,71 | 3 315 | 4,18 | ||||
2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 14 855 | 8,11 | 2 | 100,00 | ||||
2025-08-06 | 13F | Golden State Wealth Management, LLC | 520 | 46,48 | 71 | 69,05 | ||||
2025-05-01 | 13F | WESPAC Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Jones Financial Companies Lllp | 34 378 | 15,68 | 4 659 | 29,45 | ||||
2025-07-24 | 13F | Zullo Investment Group, Inc. | 8 650 | 0,00 | 1 181 | 12,81 | ||||
2025-07-24 | 13F | IFP Advisors, Inc | 562 | 0,00 | 77 | 13,43 | ||||
2025-07-29 | 13F | International Assets Investment Management, Llc | 9 988 | −5,34 | 1 363 | 6,82 | ||||
2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 571 | 0,00 | 78 | 28,33 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 5 193 | 136,80 | 709 | 167,17 | ||||
2025-08-12 | 13F | Garrett Wealth Advisory Group, LLC | 4 293 | −3,07 | 586 | 9,35 | ||||
2025-07-30 | 13F | D.a. Davidson & Co. | 19 363 | 86,70 | 2 643 | 110,69 | ||||
2025-04-23 | 13F | IMG Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
2025-08-06 | 13F | Founders Financial Securities Llc | 18 947 | 552,67 | 2 586 | 638,86 | ||||
2025-08-18 | 13F | Geneos Wealth Management Inc. | 33 875 | 17,39 | 4 624 | 32,50 | ||||
2025-08-07 | 13F | Parkside Financial Bank & Trust | 1 000 | 136 | ||||||
2025-08-14 | 13F | Marshall Investment Management, Llc | 7 897 | −50,17 | 1 078 | −43,79 | ||||
2025-07-18 | 13F | Institute for Wealth Management, LLC. | 2 965 | 0,00 | 405 | 12,85 | ||||
2025-08-04 | 13F | Arkadios Wealth Advisors | 16 494 | 15,93 | 2 251 | 30,87 | ||||
2025-07-18 | 13F | Truist Financial Corp | 31 617 | −52,41 | 4 315 | −46,28 | ||||
2025-07-25 | 13F | Cwm, Llc | 1 418 | 0,00 | 0 | |||||
2025-07-30 | 13F | BlueChip Wealth Advisors LLC | 4 718 | −11,55 | 644 | −0,31 | ||||
2025-08-14 | 13F | Royal Bank Of Canada | 307 005 | −6,35 | 41 904 | 5,71 | ||||
2025-07-08 | 13F | Davis Investment Partners, LLC | 40 509 | −12,82 | 5 531 | 2,41 | ||||
2025-07-30 | 13F | Pittenger & Anderson Inc | 865 | −13,50 | 118 | −1,67 | ||||
2025-07-23 | 13F | Castle Rock Wealth Management, LLC | 5 461 | −13,14 | 757 | −0,66 | ||||
2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 5 873 | 190,89 | 802 | 228,28 | ||||
2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 60 958 | 77,87 | 8 320 | 100,77 | ||||
2025-08-08 | 13F | Empower Advisory Group, LLC | 1 514 | 207 | ||||||
2025-08-12 | 13F | Argent Trust Co | 1 500 | 205 | ||||||
2025-07-22 | 13F | Gratus Wealth Advisors, LLC | 263 176 | 0,31 | 35 921 | 13,22 | ||||
2025-08-08 | 13F | Avantax Advisory Services, Inc. | 14 701 | −20,39 | 2 007 | −10,17 | ||||
2025-08-14 | 13F | Benjamin Edwards Inc | 6 387 | −50,81 | 872 | −44,52 | ||||
2025-05-08 | 13F | BRYN MAWR TRUST Co | 0 | −100,00 | 0 | |||||
2025-07-30 | 13F | Strategic Blueprint, LLC | 91 730 | −5,41 | 12 520 | 6,76 | ||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 10 951 | 6,11 | 1 516 | 21,57 | ||||
2025-07-29 | 13F | Private Trust Co Na | 1 594 | 2,38 | 218 | 15,43 | ||||
2025-08-19 | 13F | National Asset Management, Inc. | 31 509 | 45,63 | 4 301 | 59,08 | ||||
2025-05-01 | 13F | LRI Investments, LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 3 363 | 4,02 | 459 | 17,69 | ||||
2025-07-22 | 13F | Merit Financial Group, LLC | 4 348 | −10,59 | 593 | 0,85 | ||||
2025-07-22 | 13F | JP Wealth Management, Inc. | 127 199 | 0,05 | 17 361 | 12,92 | ||||
2025-08-13 | 13F | Cary Street Partners Financial Llc | 11 788 | 1 609 | ||||||
2025-08-14 | 13F | Citadel Advisors Llc | 0 | −100,00 | 0 | |||||
2025-08-08 | 13F | Hartland & Co., LLC | 8 106 | 643,67 | 583 | 344,27 | ||||
2025-08-14 | 13F | CoreCap Advisors, LLC | 975 | −25,63 | 133 | −15,82 | ||||
2025-08-08 | 13F | Creative Planning | 2 173 | 0,70 | 297 | 13,41 | ||||
2025-05-15 | 13F | IronBridge Private Wealth, LLC | 18 114 | 18,45 | 2 191 | 14,60 | ||||
2025-07-31 | 13F | Burke & Herbert Bank & Trust Co | 13 248 | 0,00 | 1 808 | 12,86 | ||||
2025-08-13 | 13F | VestGen Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-07-22 | 13F | Gsa Capital Partners Llp | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | Pathstone Holdings, LLC | 3 700 | 0,00 | 505 | 12,98 | ||||
2025-08-14 | 13F | Mml Investors Services, Llc | 73 419 | 2,49 | 10 | 25,00 | ||||
2025-08-08 | 13F | Citizens Financial Group Inc/ri | 2 726 | 372 | ||||||
2025-08-14 | 13F | Quartz Partners, LLC | 2 447 | 0,00 | 334 | 12,88 | ||||
2025-08-14 | 13F | Money Concepts Capital Corp | 2 864 | 391 | ||||||
2025-08-12 | 13F | Richard W. Paul & Associates, LLC | 11 771 | −1,39 | 1 607 | 11,30 | ||||
2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 2 035 | 278 | ||||||
2025-07-24 | 13F | Us Bancorp \de\ | 4 466 | −18,29 | 610 | −7,87 | ||||
2025-08-04 | 13F | Assetmark, Inc | 457 | −35,09 | 62 | −27,06 | ||||
2025-08-08 | 13F | MTM Investment Management, LLC | 300 | 41 | ||||||
2025-07-23 | 13F | Sachetta, LLC | 9 972 | 9,90 | 1 361 | 24,07 | ||||
2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 9 719 | 3,60 | 1 327 | 16,93 | ||||
2025-08-07 | 13F | Guardian Partners Inc. | 2 050 | 0,00 | 283 | 18,41 | ||||
2025-07-25 | 13F | Hemington Wealth Management | 194 | 0,00 | 0 | |||||
2025-08-18 | 13F | N.E.W. Advisory Services LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Frisch Financial Group, Inc. | 53 753 | −17,28 | 7 | 0,00 | ||||
2025-08-13 | 13F | Gateway Wealth Partners, LLC | 11 079 | −0,50 | 1 512 | 12,33 | ||||
2025-08-01 | 13F | Schmidt P J Investment Management Inc | 4 493 | 0,00 | 613 | 12,89 | ||||
2025-08-08 | 13F | POM Investment Strategies, LLC | 1 | −100,00 | 0 | −100,00 | ||||
2025-07-29 | 13F | Stephens Inc /ar/ | 13 173 | 1,15 | 1 798 | 14,17 | ||||
2025-08-13 | 13F | Baird Financial Group, Inc. | 55 394 | −1,90 | 7 561 | 10,72 | ||||
2025-08-06 | 13F | Moors & Cabot, Inc. | 10 876 | 3,23 | 1 484 | 16,48 | ||||
2025-07-14 | 13F | AdvisorNet Financial, Inc | 954 | 1 666,67 | 130 | 2 066,67 | ||||
2025-08-06 | 13F | Prospera Financial Services Inc | 24 050 | −2,74 | 3 283 | 9,76 | ||||
2025-05-14 | 13F | Legend Financial Advisors, Inc. | 0 | −100,00 | 0 | |||||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 134 | 109,38 | 18 | 157,14 | ||||
2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 876 | 0,00 | 120 | 13,33 | ||||
2025-07-23 | 13F | Mullooly Asset Management, Inc. | 2 484 | −22,76 | 339 | −12,63 | ||||
2025-08-05 | 13F | Ceera Investments, Llc | 2 325 | 0,00 | 317 | 12,81 | ||||
2025-04-21 | 13F | Ronald Blue Trust, Inc. | 0 | −100,00 | 0 | |||||
2025-07-31 | 13F | Wealthfront Advisers Llc | 4 456 | −32,01 | 608 | −23,23 | ||||
2025-08-12 | 13F | SRS Capital Advisors, Inc. | 1 110 | −30,67 | 152 | −21,76 | ||||
2025-08-12 | 13F | Founders Financial Alliance, LLC | 3 589 | 0,06 | 490 | 12,93 | ||||
2025-08-12 | 13F | Wealthbridge Capital Management, Llc | 19 164 | 23,20 | 2 616 | 39,02 | ||||
2025-08-13 | 13F | Level Four Advisory Services, Llc | 1 731 | −0,17 | 236 | 12,92 | ||||
2025-08-11 | 13F | Principal Securities, Inc. | 2 215 | −3,78 | 302 | 5,23 | ||||
2025-08-15 | 13F | Equitable Holdings, Inc. | 32 292 | −3,87 | 4 408 | 8,49 | ||||
2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 26 055 | 14,85 | 3 556 | 29,64 | ||||
2025-08-15 | 13F | Morgan Stanley | 1 545 865 | −3,83 | 210 995 | 8,54 | ||||
2025-07-16 | 13F | ORG Partners LLC | 286 | 0,00 | 39 | 14,71 | ||||
2025-08-12 | 13F | Virtu Financial LLC | 50 526 | 7 | ||||||
2025-08-29 | 13F | Total Investment Management Inc | 2 | 0 | ||||||
2025-08-05 | 13F | Bank Of Montreal /can/ | 131 | 18 | ||||||
2025-08-13 | 13F | Quadrature Capital Ltd | 1 975 | 270 | ||||||
2025-08-14 | 13F | Bank Of America Corp /de/ | 166 339 | −48,14 | 22 704 | −41,47 | ||||
2025-08-11 | 13F | Advisor Resource Council | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Smartleaf Asset Management LLC | 2 318 | 0,00 | 314 | 12,14 | ||||
2025-08-13 | 13F | Renaissance Technologies Llc | 7 800 | −41,35 | 1 065 | −33,83 | ||||
2025-07-16 | 13F | GenWealth Group, Inc. | 1 525 | −49,40 | 208 | −42,86 | ||||
2025-08-07 | 13F | Resources Investment Advisors, LLC. | 3 978 | 0,00 | 543 | 12,68 | ||||
2025-08-11 | 13F | HighTower Advisors, LLC | 65 220 | 2,96 | 8 902 | 16,20 | ||||
2025-08-05 | 13F | Atlas Private Wealth Advisors | 144 429 | −4,56 | 19 716 | 7,72 | ||||
2025-07-31 | 13F | Perissos Private Wealth Management, LLC | 1 698 | 0,00 | 232 | 12,68 | ||||
2025-08-15 | 13F | Northeast Financial Consultants Inc | 3 147 | 0,00 | 430 | 12,89 | ||||
2025-07-21 | 13F | Barrett & Company, Inc. | 4 869 | 0,00 | 665 | 12,93 | ||||
2025-08-06 | 13F | AE Wealth Management LLC | 0 | −100,00 | 0 | |||||
2025-07-07 | 13F | Peterson Wealth Advisors, LLC | 2 337 | −0,89 | 319 | 23,74 | ||||
2025-07-14 | 13F | Park Avenue Securities Llc | 0 | −100,00 | 0 | |||||
2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 2 475 | −30,58 | 338 | −21,81 | ||||
2025-08-08 | 13F | Good Life Advisors, LLC | 129 137 | 2,99 | 17 626 | 16,24 | ||||
2025-08-12 | 13F | MAI Capital Management | 90 | 0,00 | 12 | 20,00 | ||||
2025-08-14 | 13F | IHT Wealth Management, LLC | 0 | −100,00 | 0 | |||||
2025-08-11 | 13F | Private Advisor Group, LLC | 17 792 | −13,03 | 2 428 | −1,82 | ||||
2025-07-23 | 13F | Valmark Advisers, Inc. | 2 023 | −2,74 | 276 | 9,96 | ||||
2025-07-16 | 13F | Signaturefd, Llc | 909 | 2,60 | 124 | 15,89 | ||||
2025-08-14 | 13F | Aqr Capital Management Llc | 1 787 | 244 | ||||||
2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 2 650 | 361 | ||||||
2025-07-25 | 13F | Lion Street Advisors, LLC | 0 | −100,00 | 0 |
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