Grundläggande statistik
| Institutionella ägare | 337 total, 336 long only, 0 short only, 1 long/short - change of −2,87% MRQ |
| Genomsnittlig portföljallokering | 0.2365 % - change of 34,03% MRQ |
| Institutionella aktier (lång) | 22 022 906 (ex 13D/G) - change of −2,63MM shares −10,66% MRQ |
| Institutionellt värde (lång) | $ 994 812 USD ($1000) |
Institutionellt ägande och aktieägare
Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Dividend Low Volatility ETF (US:SPHD) har 337 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 22,022,906 aktier. Största aktieägare inkluderar Morgan Stanley, LPL Financial LLC, Bank Of America Corp /de/, Financial Engines Advisors L.L.C., Raymond James Financial Inc, Franklin Resources Inc, Royal Bank Of Canada, Wells Fargo & Company/mn, UBS Group AG, and Avidian Wealth Solutions, LLC .
Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Dividend Low Volatility ETF (ARCA:SPHD) 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 5, 2025 is 49,55 / share. Previously, on September 9, 2024, the share price was 49,66 / share. This represents a decline of 0,22% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-24 | 13F | Aurora Private Wealth, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-07 | 13F | Trust Co | 530 | 0,00 | 25 | −3,85 | ||||
| 2025-07-28 | 13F | Patten & Patten Inc/tn | 28 650 | −0,78 | 1 363 | −6,07 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 14 727 | 2,83 | 701 | −2,64 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 2 770 | −4,12 | 132 | −9,66 | ||||
| 2025-07-24 | 13F | PDS Planning, Inc | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Future Financial Wealth Managment LLC | 1 102 | 0,00 | 52 | −5,45 | ||||
| 2025-08-11 | 13F | Sykon Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 92 837 | 140,05 | 4 415 | 127,34 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 163 751 | −2,58 | 8 | −12,50 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 68 700 | 21,63 | 3 267 | 15,16 | ||||
| 2025-05-14 | 13F | Fisher Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Atria Investments Llc | 22 980 | −63,22 | 1 093 | −65,20 | ||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 991 | 76,96 | 47 | 67,86 | ||||
| 2025-08-14 | 13F | First Foundation Advisors | 5 388 | 0,92 | 256 | −4,48 | ||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Lmcg Investments, Llc | 73 783 | 12,99 | 3 509 | 6,98 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 10 917 | 1,41 | 519 | −3,89 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 222 212 | 4,63 | 10 568 | −0,94 | ||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 255 | 0,00 | 12 | 0,00 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 15 659 | −0,11 | 745 | −5,46 | ||||
| 2025-04-16 | 13F | Goldstone Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 74 036 | 1,74 | 3 594 | 4,81 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 4 907 | 0,02 | 233 | −5,28 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 180 | 0 | ||||||
| 2025-07-16 | 13F | Moisand Fitzgerald Tamayo, LLC | 53 | 0,00 | 3 | 0,00 | ||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 7 774 | 0,66 | 370 | −4,65 | ||||
| 2025-07-30 | 13F | Principle Wealth Partners Llc | 4 272 | 0,00 | 203 | −5,14 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 10 939 | 26,13 | 520 | 19,54 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 5 340 | −8,87 | 255 | −13,61 | ||||
| 2025-08-19 | 13F | Delos Wealth Advisors, LLC | 65 408 | −7,20 | 3 111 | −12,15 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 204 709 | −10,35 | 9 738 | −15,12 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 550 | −98,62 | 26 | −98,69 | ||||
| 2025-08-14 | 13F | AllSquare Wealth Management LLC | 118 | 0,00 | 6 | 0,00 | ||||
| 2025-08-18 | 13F/A | Kestra Investment Management, LLC | 19 541 | −7,04 | 929 | −11,94 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 1 828 | 23,10 | 0 | |||||
| 2025-08-14 | 13F | Comerica Bank | 6 437 | −3,10 | 306 | −8,11 | ||||
| 2025-08-11 | 13F | Tidemark, LLC | 1 207 | 0,00 | 57 | −5,00 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 2 927 468 | 0,07 | 139 230 | −5,25 | ||||
| 2025-07-31 | 13F | Guardian Asset Advisors, LLC | 7 425 | 0,36 | 353 | −4,85 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 1 180 | 117 900,00 | 56 | |||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 16 555 | 12,11 | 787 | 10,38 | ||||
| 2025-07-29 | 13F | Portland Financial Advisors Inc | 15 252 | 0,00 | 725 | −5,35 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 802 | 0,00 | 38 | −5,00 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 11 986 | −0,42 | 570 | −5,63 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 18 405 | −72,98 | 875 | −74,42 | ||||
| 2025-08-12 | 13F | Choate Investment Advisors | 1 350 | 64 | ||||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 7 476 | −6,28 | 356 | −11,25 | ||||
| 2025-08-04 | 13F | UNIVEST FINANCIAL Corp | 8 966 | 0,00 | 426 | −5,33 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 400 | 0,00 | 19 | −5,00 | ||||
| 2025-07-14 | 13F | Proathlete Wealth Management Llc | 16 | 433,33 | 1 | |||||
| 2025-08-12 | 13F | Boreal Capital Management LLC | 400 | 19 | ||||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 2 908 | −0,24 | 138 | −5,48 | ||||
| 2025-08-14 | 13F | BTG Pactual Asset Management US LLC | 4 877 | 0,00 | 232 | −5,33 | ||||
| 2025-07-17 | 13F | David Kennon Inc | 62 632 | −2,77 | 2 979 | −7,94 | ||||
| 2025-04-11 | 13F | IAM Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Rosenberg Matthew Hamilton | 19 | 0,00 | 1 | |||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 5 797 | −13,93 | 0 | |||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 33 074 | 39,38 | 1 573 | 32,07 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 529 | 0,00 | 0 | |||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 21 365 | −0,37 | 1 016 | −5,66 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 35 496 | −10,80 | 1 688 | −15,52 | ||||
| 2025-04-14 | 13F | City Center Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 116 096 | 886,46 | 5 522 | 834,18 | ||||
| 2025-08-01 | 13F | Shilanski & Associates, Inc. | 223 369 | 0,84 | 10 623 | −4,52 | ||||
| 2025-08-18 | 13F | Tyler-Stone Wealth Management | 5 100 | 0,00 | 243 | −5,47 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 2 389 | −87,30 | 114 | −88,03 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 18 597 | 276,69 | 884 | 256,45 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 538 628 | −12,44 | 25 617 | −17,09 | ||||
| 2025-07-30 | 13F | BTS Asset Management, Inc. | 214 253 | 10 190 | ||||||
| 2025-07-25 | 13F | Second Half Financial Partners, LLC | 8 115 | 0,00 | 386 | −5,41 | ||||
| 2025-08-11 | 13F | Pin Oak Investment Advisors Inc | 0 | 0 | ||||||
| 2025-08-05 | 13F | Code Waechter LLC | 18 155 | 0,00 | 863 | |||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 29 709 | −14,49 | 1 413 | −19,08 | ||||
| 2025-05-12 | 13F | Providence First Trust Co | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Heritage Trust Co | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Fundamentun, Llc | 5 991 | 0,00 | 285 | −5,33 | ||||
| 2025-04-10 | 13F | Iams Wealth Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Sage Capital Management, LLC | 20 028 | −2,65 | 953 | −7,84 | ||||
| 2025-07-08 | 13F | Arlington Trust Co LLC | 280 | 0,00 | 13 | −7,14 | ||||
| 2025-07-15 | 13F | IMS Capital Management | 15 299 | −11,07 | 728 | −15,86 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 1 779 | −18,13 | 85 | −22,94 | ||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 1 407 | 0,00 | 67 | −5,71 | ||||
| 2025-08-14 | 13F | Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 10 300 | −20,77 | 490 | −25,00 | ||||
| 2025-04-24 | 13F | Mascoma Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 649 590 | −43,61 | 30 894 | −46,60 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 241 738 | 25,85 | 11 497 | 19,16 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 46 772 | 15,82 | 2 224 | 9,66 | ||||
| 2025-07-17 | 13F | City Holding Co | 270 | 0,00 | 13 | −7,69 | ||||
| 2025-08-14 | 13F | UBS Group AG | 499 936 | −18,86 | 23 777 | −23,18 | ||||
| 2025-07-30 | 13F | Gables Capital Management Inc. | 724 | 0,00 | 34 | −5,56 | ||||
| 2025-08-12 | 13F | Tocqueville Asset Management L.p. | 14 374 | 2,75 | 684 | −2,71 | ||||
| 2025-07-31 | 13F | Briaud Financial Planning, Inc | 253 | 0 | ||||||
| 2025-07-23 | 13F | Tyche Wealth Partners LLC | 42 756 | −4,16 | 2 033 | −9,24 | ||||
| 2025-07-15 | 13F | Gunma Bank,Ltd. | 145 000 | 0,00 | 7 | −14,29 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 38 964 | −1,14 | 1 853 | −6,37 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 16 303 | 0,14 | 775 | −5,14 | ||||
| 2025-04-11 | 13F | Gleason Group, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-21 | 13F | Curran Financial Partners, LLC | 30 565 | 14,76 | 1 454 | 8,68 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 12 692 | −2,05 | 604 | −7,23 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 247 | −5,36 | 12 | −15,38 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 9 306 | −28,85 | 443 | −32,62 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 17 422 | −0,17 | 829 | −5,48 | ||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 689 | −39,13 | 33 | −42,86 | ||||
| 2025-08-27 | 13F | Stonebridge Wealth Management, LLC | 65 041 | 3 093 | ||||||
| 2025-08-07 | 13F | Strategy Asset Managers Llc | 4 358 | 207 | ||||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 9 698 | −0,85 | 487 | 3,18 | ||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 670 | 0,00 | 0 | |||||
| 2025-08-04 | 13F | L.m. Kohn & Company | 21 619 | 5,73 | 1 028 | 0,10 | ||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 8 635 | 18,53 | 411 | 12,33 | ||||
| 2025-07-25 | 13F | Alpha Financial Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Copia Wealth Management | 5 699 | 74,02 | 271 | 65,24 | ||||
| 2025-08-01 | 13F | Vision Financial Markets Llc | 384 | 0,00 | 18 | −5,26 | ||||
| 2025-08-12 | 13F | Meridian Wealth Advisors, LLC | 5 250 | 0,00 | 250 | −5,32 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 93 787 | 5,77 | 4 461 | 0,16 | ||||
| 2025-08-05 | 13F | Retirement Financial Solutions, Llc | 120 857 | −5,39 | 5 748 | −10,43 | ||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Harmony Asset Management Llc | 6 179 | 0,00 | 294 | −5,48 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 5 118 | 243 | ||||||
| 2025-08-05 | 13F | EPG Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-05-09 | 13F | CoreCap Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Cooksen Wealth, LLC | 2 026 | −6,72 | 96 | 0,00 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 73 600 | −0,21 | 3 500 | −5,51 | ||||
| 2025-08-14 | 13F | Aft, Forsyth & Company, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 9 680 | 148,27 | 460 | 135,90 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 21 500 | 15,59 | 1 023 | 9,42 | |||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 1 822 | 330,73 | 87 | 309,52 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Lynx Investment Advisory | 44 567 | 11,77 | 2 120 | 5,84 | ||||
| 2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 9 003 | 0,92 | 428 | −4,46 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 11 896 | 22,55 | 566 | 16,02 | ||||
| 2025-07-17 | 13F | Grandview Asset Management LLC | 4 804 | 0,92 | 0 | |||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 1 228 | 0,90 | 58 | −4,92 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | MCF Advisors LLC | 541 | 0,00 | 26 | −7,41 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 135 | 6 | ||||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 99 283 | −75,21 | 4 722 | −76,53 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Brookstone Capital Management | 146 762 | −7,17 | 6 980 | −12,10 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 953 740 | −2,74 | 45 360 | −7,91 | ||||
| 2025-08-14 | 13F | MGB Wealth Management, LLC | 1 417 | 0,00 | 67 | −5,63 | ||||
| 2025-05-09 | 13F | Pathway Financial Advisers, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 15 002 | −1,31 | 713 | −6,55 | ||||
| 2025-07-15 | 13F | Northside Capital Management, LLC | 132 885 | 0,00 | 6 320 | −5,30 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 7 159 | 23,03 | 340 | 16,44 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 58 297 | 2,31 | 2 773 | −3,14 | ||||
| 2025-04-25 | 13F | Saxon Interests, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Northern Trust Corp | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Hrt Financial Lp | 11 063 | 85,31 | 1 | |||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 211 | −72,45 | 10 | −73,68 | ||||
| 2025-06-02 | 13F/A | Modern Wealth Management, LLC | 6 615 | −7,78 | 332 | −4,05 | ||||
| 2025-07-22 | 13F | Olistico Wealth, LLC | 3 173 | 0,13 | 151 | −5,66 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 12 906 | 7,72 | 614 | 2,00 | ||||
| 2025-08-14 | 13F | LM Advisors LLC | 55 624 | −4,13 | 3 | 0,00 | ||||
| 2025-08-12 | 13F | Clal Insurance Enterprises Holdings Ltd | 85 400 | −30,00 | 4 | −33,33 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 401 007 | −64,79 | 19 808 | −65,37 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 232 329 | −7,32 | 11 050 | −12,24 | ||||
| 2025-04-21 | 13F | Beacon Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 9 370 | 15,15 | 446 | 9,07 | ||||
| 2025-07-29 | 13F | Curbstone Financial Management Corp | 14 000 | 0,00 | 666 | −5,41 | ||||
| 2025-08-14 | 13F | Quartz Partners, LLC | 8 524 | 0,00 | 405 | −5,37 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 500 | 0,00 | 24 | −8,00 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 18 506 | −1,65 | 880 | −6,88 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 202 522 | −5,44 | 10 | −10,00 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 263 884 | −14,17 | 12 550 | −18,73 | ||||
| 2025-04-30 | 13F | Synergy Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 16 400 | −3,04 | 780 | −8,24 | ||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 3 406 | −41,35 | 162 | −44,67 | ||||
| 2025-07-22 | 13F | Foguth Wealth Management, LLC. | 117 235 | 959,13 | 5 576 | 902,70 | ||||
| 2025-08-04 | 13F | Joseph P. Lucia & Associates, LLC | 5 385 | 0,00 | 256 | −5,19 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 11 183 | 0,00 | 532 | −5,35 | ||||
| 2025-07-22 | 13F | IFS Advisors, LLC | 2 072 | 4,28 | 99 | −1,01 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 6 198 | 41,64 | 295 | 34,25 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 15 299 | −10,66 | 728 | −15,47 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 3 682 | 0,00 | 175 | −4,89 | ||||
| 2025-08-13 | 13F | Invesco Ltd. | 27 732 | −8,43 | 1 319 | −13,35 | ||||
| 2025-04-18 | 13F | Optivise Advisory Services LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Y.D. More Investments Ltd | 4 120 | −8,85 | 195 | −14,54 | ||||
| 2025-04-22 | 13F | Register Financial Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 127 | 0,00 | 6 | 0,00 | ||||
| 2025-08-12 | 13F | Running Point Capital Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | RVW Wealth, LLC | 11 920 | 0,00 | 567 | −5,35 | ||||
| 2025-08-08 | 13F | Creative Planning | 84 674 | −14,87 | 4 027 | −19,38 | ||||
| 2025-05-14 | 13F | West Chester Capital Advisors, Inc | 0 | −100,00 | 0 | |||||
| 2025-04-28 | NP | MVFG - Monarch Volume Factor Global Unconstrained Index ETF | 70 452 | 34,04 | 3 561 | 30,88 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 12 304 | 65,44 | 585 | 56,84 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 107 | −52,65 | ||||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 34 146 | 5,41 | 1 624 | −0,25 | ||||
| 2025-07-16 | 13F | Townsend Asset Management Corp /nc/ /adv | 150 | 0,00 | 7 | 0,00 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 644 | 3,04 | 31 | −3,23 | ||||
| 2025-08-12 | 13F | Deutsche Bank Ag\ | 3 206 | −3,17 | 152 | −8,43 | ||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 2 933 | 0,14 | 0 | |||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 28 286 | −0,81 | 1 345 | −6,08 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 10 040 | −6,95 | 478 | −11,83 | ||||
| 2025-07-17 | 13F | Global Trust Asset Management, LLC | 300 | 0,00 | 14 | −6,67 | ||||
| 2025-04-16 | 13F | IAG Wealth Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-25 | 13F | New Wave Wealth Advisors Llc | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Bellevue Asset Management, Llc | 1 587 | 0,44 | 76 | −5,06 | ||||
| 2025-07-25 | 13F | Prostatis Group LLC | 8 363 | −94,79 | 398 | −95,08 | ||||
| 2025-08-05 | 13F | Mountain Hill Investment Partners Corp. | 13 | 0,00 | 1 | |||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 207 929 | −29,35 | 9 889 | −33,11 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 11 810 | −6,31 | 562 | −8,63 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 317 | 0,00 | 15 | 0,00 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 9 432 | 11,56 | 449 | 6,92 | ||||
| 2025-08-14 | 13F | Herold Advisors, Inc. | 5 948 | 0,08 | 283 | −5,37 | ||||
| 2025-04-22 | 13F | Cherry Creek Investment Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Hughes Financial Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-08 | 13F | Plante Moran Financial Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 70 288 | 4,09 | 3 | 0,00 | ||||
| 2025-08-14 | 13F | Tudor Investment Corp Et Al | 6 552 | 312 | ||||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 8 | −38,46 | 0 | |||||
| 2025-07-31 | 13F | Oppenheimer Asset Management Inc. | 7 324 | 0,08 | 348 | −5,18 | ||||
| 2025-04-25 | 13F | Crown Wealth Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Prairie Wealth Advisors, Inc. | 7 614 | 3,75 | 362 | −1,63 | ||||
| 2025-04-23 | 13F | Financial Life Planners | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Archer Investment Corp | 550 | 0,00 | 26 | −3,70 | ||||
| 2025-08-18 | 13F | Finward Bancorp | 10 612 | −1,58 | 505 | −6,84 | ||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 3 781 | 0,00 | 190 | 3,85 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 703 661 | 5,45 | 33 466 | −0,16 | ||||
| 2025-07-23 | 13F | Steel Peak Wealth Management LLC | 20 583 | −55,48 | 979 | −57,88 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 3 945 | −3,07 | 188 | −8,33 | ||||
| 2025-08-07 | 13F | Runnymede Capital Advisors, Inc. | 7 371 | −31,18 | 351 | −34,94 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 6 044 | 28,65 | 287 | 22,13 | ||||
| 2025-04-22 | 13F | Castleview Partners, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 3 | 0,00 | 0 | |||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 4 950 | 1,66 | 235 | −3,69 | ||||
| 2025-08-12 | 13F | Barings Llc | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Bridgewealth Advisory Group, LLC | 4 800 | 228 | ||||||
| 2025-07-30 | 13F | WESPAC Advisors SoCal, LLC | 65 542 | −69,16 | 3 117 | −70,80 | ||||
| 2025-08-07 | 13F | Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 27 400 | −2,84 | 1 303 | −7,98 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 17 103 | −14,71 | 813 | −19,27 | ||||
| 2025-08-13 | 13F | Haverford Trust Co | 6 000 | 0,00 | 285 | −5,32 | ||||
| 2025-08-05 | 13F | Verity Asset Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | 10Elms LLP | 1 363 | 0,00 | 65 | −5,88 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 67 856 | 3,86 | 3 227 | −1,65 | ||||
| 2025-08-28 | NP | BTFAX - BTS Tactical Fixed Income Fund Class A Shares | 146 891 | 6 986 | ||||||
| 2025-08-08 | 13F | Fortis Group Advisors, LLC | 125 770 | 31,50 | 5 998 | 24,86 | ||||
| 2025-08-28 | NP | BTSAX - BTS Managed Income Fund Class A Shares | 5 254 | 250 | ||||||
| 2025-08-13 | 13F | Safe Harbor Fiduciary, LLC | 6 355 | −0,05 | 302 | −5,33 | ||||
| 2025-07-16 | 13F | Strategic Investment Solutions, Inc. /IL | 300 | 0,00 | 14 | −6,67 | ||||
| 2025-08-04 | 13F | Whalen Wealth Management Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 10 088 | −17,76 | 475 | −22,26 | ||||
| 2025-08-12 | 13F | Waterloo Capital, L.P. | 5 147 | −12,88 | 245 | −17,57 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 9 112 | −8,39 | 433 | −12,88 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 14 198 | 0,00 | 675 | −5,33 | ||||
| 2025-08-12 | 13F | Cowa, Llc | 12 714 | 0,55 | 605 | −4,88 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 23 393 | −8,03 | 1 113 | −12,92 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 7 799 | −22,57 | 371 | −26,73 | ||||
| 2025-08-13 | 13F | Quadrature Capital Ltd | 0 | −100,00 | 0 | |||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 130 | 6 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 3 577 | −6,16 | 170 | −10,99 | ||||
| 2025-07-30 | 13F | Cookson Peirce & Co Inc | 59 127 | 0,61 | 2 812 | −4,71 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 32 509 | 1,20 | 1 546 | −4,15 | ||||
| 2025-08-05 | 13F | Tsfg, Llc | 2 001 | 0,00 | 0 | |||||
| 2025-05-28 | 13F | Intrua Financial, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-28 | 13F | Mitchell Mcleod Pugh & Williams Inc | 10 284 | 0,00 | 489 | −5,23 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 900 | 0,00 | 43 | −6,67 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 26 072 | 6,76 | 1 240 | 1,06 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 19 541 | −7,04 | 929 | −12,03 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 44 598 | −4,03 | 2 121 | −9,13 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 418 | 0,24 | 20 | 5,56 | ||||
| 2025-07-14 | 13F | Golden State Equity Partners | 16 474 | −45,93 | 783 | −48,82 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 18 119 | −4,74 | 875 | −8,38 | ||||
| 2025-08-14 | 13F | Daiwa Securities Group Inc. | 12 500 | 1,38 | 1 | |||||
| 2025-07-16 | 13F | Brown, Lisle/cummings, Inc. | 8 300 | 0,00 | 395 | −5,29 | ||||
| 2025-08-14 | 13F | NCM Capital Management, LLC | 10 213 | 57,12 | 490 | 50,31 | ||||
| 2025-08-06 | 13F | Aspect Partners, LLC | 369 | 18 | ||||||
| 2025-08-13 | 13F | Luminist Capital LLC | 1 262 | −7,68 | 61 | −11,76 | ||||
| 2025-08-04 | 13F | AlphaStar Capital Management, LLC | 14 860 | −6,71 | 707 | −11,75 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 2 583 | 8,30 | 123 | 6,09 | ||||
| 2025-07-28 | 13F | Triton Wealth Management, PLLC | 5 152 | −23,24 | 252 | −25,22 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 5 426 | 0,35 | 262 | −2,96 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 318 131 | 1,58 | 15 130 | −3,82 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 12 421 | 21,54 | 591 | 15,01 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 714 | 3,48 | 34 | −2,94 | ||||
| 2025-08-08 | 13F | Fusion Capital, LLC | 123 321 | 2,33 | 5 865 | −3,11 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 9 956 | 2,66 | 474 | −2,87 | ||||
| 2025-07-16 | 13F | Magnus Financial Group LLC | 12 241 | 0,00 | 582 | −5,21 | ||||
| 2025-04-29 | 13F | Lee Danner & Bass Inc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 6 451 | −53,08 | 307 | −55,65 | ||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 26 | 4,00 | 1 | 0,00 | ||||
| 2025-07-03 | 13F | McLean Asset Management Corp | 19 653 | 1,13 | 956 | 10,79 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Pinnacle Wealth Management Group, Inc. | 55 176 | 3,94 | 2 624 | −1,58 | ||||
| 2025-07-15 | 13F | Colonial River Wealth Management, LLC | 24 210 | 61,72 | 1 184 | 57,66 | ||||
| 2025-07-23 | 13F | Armbruster Capital Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 5 744 | 0,97 | 273 | −4,21 | ||||
| 2025-08-13 | 13F | Intrinsic Edge Capital Management LLC | 200 000 | 33,33 | 9 512 | 26,25 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 0 | −100,00 | 0 | ||||
| 2025-05-15 | 13F | Old Mission Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 1 602 | −23,90 | 76 | −27,62 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Heritage Wealth Advisors | 17 | 1 | ||||||
| 2025-07-25 | 13F | Apollon Financial, LLC | 9 249 | −1,49 | 440 | −6,79 | ||||
| 2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 10 315 | −14,47 | 491 | −10,26 | ||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 26 809 | 1 275 | ||||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 12 616 | 167,69 | 600 | 154,24 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 4 500 | 0,00 | 217 | −3,56 | ||||
| 2025-08-11 | 13F | One Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-22 | 13F | Flagship Harbor Advisors, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Truist Financial Corp | 124 924 | −8,70 | 5 941 | −13,55 | ||||
| 2025-07-09 | 13F | Bulwark Capital Corp | 32 | 2 | ||||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 19 744 | 2,08 | 939 | −3,30 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 915 | 0,99 | 43 | −4,44 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 5 562 | −54,22 | 265 | −56,72 | ||||
| 2025-07-24 | 13F | WMG Financial Advisors, LLC | 9 348 | 2,69 | 445 | −2,84 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 90 036 | 797,22 | 4 282 | 749,60 | ||||
| 2025-07-16 | 13F | Independent Wealth Network Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 5 298 | 0,00 | 252 | −5,64 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 28 070 | 1 335 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 285 471 | −32,03 | 14 | −38,10 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 4 445 | 211 | ||||||
| 2025-07-14 | 13F | Painted Porch Advisors LLC | 294 | 6,14 | 14 | 0,00 | ||||
| 2025-04-18 | 13F | Pacific Capital Wealth Advisors, Inc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-25 | 13F | Meritage Portfolio Management | 23 847 | −4,73 | 1 134 | −9,79 | ||||
| 2025-07-30 | 13F | Bleakley Financial Group, LLC | 16 480 | −15,57 | 784 | −20,10 | ||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 300 | 1,01 | 0 | |||||
| 2025-07-17 | 13F | XML Financial, LLC | 198 202 | 1,71 | 9 426 | −3,70 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 1 214 | −72,51 | 58 | −74,21 | ||||
| 2025-07-21 | 13F | Clarity Capital Partners LLC | 5 289 | −71,74 | 252 | −73,30 | ||||
| 2025-07-10 | 13F | Farmers & Merchants Trust Co of Chambersburg PA | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Pacific Sun Financial Corp | 5 460 | −1,09 | 260 | −6,50 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 755 806 | 10,25 | 35 946 | 4,39 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 63 666 | −18,70 | 3 | 0,00 | ||||
| 2025-07-22 | 13F | Financial Insights, Inc. | 10 915 | 0,92 | 519 | −4,42 | ||||
| 2025-07-16 | 13F | BOS Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Milestone Asset Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 240 | 1,27 | 12 | 0,00 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 82 296 | −15,36 | 4 005 | −17,98 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 7 700 | −82,09 | 366 | −83,05 | ||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 9 663 | 460 | ||||||
| 2025-08-07 | 13F | Allworth Financial LP | 201 773 | −4,06 | 9 596 | −3,67 | ||||
| 2025-08-12 | 13F | Sfmg, Llc | 17 011 | 0,00 | 809 | −5,27 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 115 283 | 1,11 | 5 483 | −4,28 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 93 025 | 2,40 | 4 424 | −3,02 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 15 914 | 5,47 | 757 | −0,13 | ||||
| 2025-07-21 | 13F | Crews Bank & Trust | 2 565 | 22,14 | 122 | 15,24 | ||||
| 2025-07-18 | 13F | Provident Wealth Management, LLC | 2 152 | 0,00 | 102 | −5,56 | ||||
| 2025-08-13 | 13F | Financial Freedom, LLC | 748 | 0,67 | 36 | −5,41 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 13 723 | −15,69 | 653 | −20,20 | ||||
| 2025-07-30 | 13F | Patten Group, Inc. | 25 312 | 1,81 | 1 204 | −3,61 | ||||
| 2025-07-30 | 13F | Whittier Trust Co | 11 300 | 0,00 | 537 | −5,29 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 9 801 | −44,81 | 466 | −47,76 | ||||
| 2025-04-23 | 13F | KPP Advisory Services LLC | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Signaturefd, Llc | 24 | 4,35 | 1 | 0,00 | ||||
| 2025-08-06 | 13F | Atlas Legacy Advisors, LLC | 37 582 | 11,93 | 1 787 | 7,91 | ||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 6 175 | −3,14 | 294 | −8,44 | ||||
| 2025-07-29 | 13F | Interactive Financial Advisors | 14 694 | −4,12 | 699 | −9,23 | ||||
| 2025-08-08 | 13F | Wealth Alliance | 7 375 | 0,93 | 351 | −4,63 | ||||
| 2025-08-04 | 13F | Migdal Insurance & Financial Holdings Ltd. | 8 003 | 41,65 | 0 | |||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 24 187 | 0,92 | 1 150 | −4,41 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 2 477 313 | −10,88 | 117 821 | −15,61 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 27 291 | 2,76 | 1 298 | −2,77 | ||||
| 2025-08-13 | 13F | Crescent Grove Advisors, LLC | 24 268 | 121,91 | 1 154 | 110,20 | ||||
| 2025-07-07 | 13F | Park Edge Advisors, LLC | 28 696 | −58,59 | 1 365 | −60,80 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 219 283 | 31,56 | 10 361 | 25,31 | ||||
| 2025-08-13 | 13F | Consultiva Wealth Management, Corp. | 2 573 | 0,00 | 122 | −5,43 | ||||
| 2025-07-29 | 13F | Ballast, Inc. | 5 385 | 256 | ||||||
| 2025-08-13 | 13F | Transce3nd, LLC | 10 | 400,00 | 0 | |||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 64 | 0,00 | 3 | 0,00 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 23 900 | 27,81 | 1 137 | 20,98 | |||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 140 275 | 1 324,26 | 6 671 | 1 250,40 | ||||
| 2025-07-15 | 13F | Shulman DeMeo Asset Management LLC | 9 218 | −0,45 | 438 | −5,81 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 28 578 | 5,76 | 1 359 | 0,15 | ||||
| 2025-05-02 | 13F | BlackRock, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-13 | 13F/A | StoneX Group Inc. | 5 639 | −30,73 | 221 | −34,23 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 2 733 | 0,00 | 130 | −5,84 | ||||
| 2025-07-03 | 13F | TrueWealth Advisors, LLC | 13 786 | −2,92 | 656 | −8,13 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 24 158 | 14,79 | 1 149 | 8,61 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 12 200 | −16,44 | 580 | −20,87 | |||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 751 | 0,94 | 36 | −5,41 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 437 540 | 4,11 | 20 809 | −1,42 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 8 069 | 0,00 | 384 | −5,43 | ||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 14 116 | −1,75 | 671 | −6,93 | ||||
| 2025-07-31 | 13F | Leelyn Smith, LLC | 160 252 | 2,55 | 7 622 | −2,89 | ||||
| 2025-05-02 | 13F | Transcendent Capital Group LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Lifeworks Advisors, LLC | 19 096 | 25,95 | 908 | 19,32 | ||||
| 2025-05-15 | 13F | D. E. Shaw & Co., Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Activest Wealth Management | 0 | 0 | ||||||
| 2025-07-17 | 13F | Venture Visionary Partners LLC | 79 383 | 0,02 | 3 775 | −5,29 | ||||
| 2025-08-06 | 13F | North Capital, Inc. | 35 | 0,00 | 2 | 0,00 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 18 957 | −0,11 | 902 | −5,46 | ||||
| 2025-05-14 | 13F | Summit Financial Wealth Advisors, LLC | 24 104 | 0,00 | 1 211 | 3,33 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 35 602 | 1,27 | 1 693 | −4,08 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 34 631 | 14,31 | 1 647 | 8,28 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 23 052 | 60,03 | 1 096 | 51,59 | ||||
| 2025-07-07 | 13F | Investors Research Corp | 15 269 | 1,11 | 726 | −4,22 | ||||
| 2025-08-14 | 13F | Fmr Llc | 348 467 | −36,02 | 16 573 | −39,42 | ||||
| 2025-07-30 | 13F | Berkeley Capital Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 14 547 | −4,93 | 692 | −10,03 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 371 209 | 21,98 | 17 612 | 15,21 | ||||
| 2025-07-07 | 13F | RDA Financial Network | 27 212 | 0,00 | 1 294 | −5,27 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 5 797 | 20,85 | 0 | |||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 1 109 919 | 0,31 | 52 788 | −5,03 | ||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 0 | −100,00 | 0 | |||||
| 2025-04-15 | 13F | Reuter James Wealth Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 9 074 | −26,48 | 432 | −30,37 | ||||
| 2025-08-13 | 13F | Virtus ETF Advisers LLC | 6 | 0 | ||||||
| 2025-08-06 | 13F | Washington Trust Bank | 39 746 | 0,53 | 1 890 | −4,79 | ||||
| 2025-08-13 | 13F | Capital Advisors Wealth Management, LLC | 4 954 | 0,04 | 236 | −5,24 | ||||
| 2025-05-01 | 13F | Fulcrum Equity Management | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 3 781 | 180 | ||||||
| 2025-07-31 | 13F | Optimum Investment Advisors | 1 853 | 0,00 | 88 | −5,38 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 1 375 | 0,00 | 65 | −5,80 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 4 107 | 71,05 | 195 | 62,50 | ||||
| 2025-08-08 | 13F | Cedar Wealth Management, LLC | 1 610 | 0,00 | 77 | −5,00 | ||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 1 226 | 0,00 | 58 | −4,92 |
