Grundläggande statistik
| Institutionella ägare | 481 total, 478 long only, 0 short only, 3 long/short - change of 21,16% MRQ |
| Genomsnittlig portföljallokering | 0.8679 % - change of 18,64% MRQ |
| Institutionella aktier (lång) | 53 518 516 (ex 13D/G) - change of 17,02MM shares 46,63% MRQ |
| Institutionellt värde (lång) | $ 5 443 082 USD ($1000) |
Institutionellt ägande och aktieägare
Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Momentum ETF (US:SPMO) har 481 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 53,518,516 aktier. Största aktieägare inkluderar Envestnet Asset Management Inc, LPL Financial LLC, Mainstay Capital Management Llc /adv, Cwm, Llc, Bank Of America Corp /de/, Clark Capital Management Group, Inc., Morgan Stanley, Advisor Group Holdings, Inc., Money Concepts Capital Corp, and Brinker Capital Investments, LLC .
Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Momentum ETF (ARCA:SPMO) Institutionell ägarstruktur visar institutioners och fonders nuvarande positioner i företaget, samt de senaste förändringarna i positionernas storlek. Större aktieägare kan vara enskilda investerare, fonder, hedgefonder eller institutioner. Bilaga 13D visar att investeraren äger (eller ägde) mer än 5% av företaget och avser (eller avsåg) att aktivt eftersträva en förändring av affärsstrategin. Schedule 13G indikerar en passiv investering på över 5%.
The share price as of September 12, 2025 is 120,48 / share. Previously, on September 16, 2024, the share price was 88,79 / share. This represents an increase of 35,69% 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
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.
| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 2 247 | 253 | ||||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 55 017 | 7,83 | 6 188 | 31,08 | ||||
| 2025-08-12 | 13F/A | Cozad Asset Management Inc | 9 589 | 16,24 | 1 078 | 41,28 | ||||
| 2025-07-09 | 13F | Orser Capital Management, Llc | 26 185 | 2 945 | ||||||
| 2025-08-05 | 13F | Smith Shellnut Wilson Llc /adv | 8 138 | 109,42 | 915 | 154,87 | ||||
| 2025-07-16 | 13F | Castleview Partners, Llc | 2 650 | 298 | ||||||
| 2025-08-08 | 13F | Kane Investment Management, Inc. | 29 129 | −10,08 | 3 285 | 9,58 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 39 124 | 3,77 | 4 | 33,33 | ||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 2 709 | −0,04 | 305 | 21,60 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 6 469 | 728 | ||||||
| 2025-07-29 | 13F | Roof Eidam & Maycock/adv | 5 875 | 661 | ||||||
| 2025-07-18 | 13F | Vicus Capital | 51 945 | −26,61 | 5 842 | −10,80 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 124 805 | 4,83 | 14 037 | 27,41 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 281 020 | 18,86 | 31 606 | 44,47 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 16 330 | 26,99 | 1 837 | 54,42 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 496 | 61,56 | 56 | 96,43 | ||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 146 | −27,36 | 16 | −11,11 | ||||
| 2025-07-23 | 13F | Detalus Advisors, LLC | 41 202 | −3,35 | 4 634 | 17,49 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 32 290 | 9,55 | 3 632 | 33,15 | ||||
| 2025-08-14 | 13F | Atom Investors LP | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Valued Retirements, Inc. | 2 711 | 305 | ||||||
| 2025-08-13 | 13F | Maia Wealth LLC | 28 108 | 1,96 | 3 161 | 27,10 | ||||
| 2025-08-04 | 13F | WNY Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Fullcircle Wealth Llc | 4 037 | 3,51 | 465 | 26,70 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 6 267 | 705 | ||||||
| 2025-08-13 | 13F | Truvestments Capital Llc | 27 | 0,00 | 3 | 50,00 | ||||
| 2025-07-24 | 13F | Mainstay Capital Management Llc /adv | 2 628 653 | 111,93 | 295 645 | 157,59 | ||||
| 2025-07-22 | 13F | McNaughton Wealth Management, LLC | 29 364 | 0,28 | 3 303 | 21,89 | ||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 994 382 | 24,54 | 111 838 | 51,38 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 5 643 | −44,46 | 628 | −30,02 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 10 964 | 1 233 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 3 029 | 341 | ||||||
| 2025-07-31 | 13F | CAP Partners, LLC | 6 905 | 6,62 | 777 | 29,55 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 12 888 | 21,78 | 1 450 | 48,01 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 9 804 | −19,24 | 1 103 | −1,78 | ||||
| 2025-05-01 | 13F | ADG Wealth Management Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 121 504 | 13 666 | ||||||
| 2025-08-06 | 13F | Tradewinds, LLC. | 6 480 | 729 | ||||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 11 964 | 51,12 | 1 384 | 89,07 | ||||
| 2025-08-07 | 13F | Nwam Llc | 3 998 | 1,19 | 461 | 26,30 | ||||
| 2025-08-11 | 13F | Tidemark, LLC | 42 388 | 4,32 | 4 767 | 26,82 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 33 152 | 504,30 | 3 729 | 638,22 | ||||
| 2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 18 926 | 2 117 | ||||||
| 2025-08-06 | 13F | Adviser Investments LLC | 15 754 | 86,75 | 1 772 | 127,05 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 4 601 | −6,64 | 1 | |||||
| 2025-07-28 | 13F | Copia Wealth Management | 139 | 0,00 | 16 | 25,00 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 1 902 | 214 | ||||||
| 2025-07-24 | 13F | Fischer Investment Strategies, Llc | 99 987 | 446,97 | 11 245 | 564,99 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 79 320 | −17,47 | 8 922 | 0,33 | ||||
| 2025-07-18 | 13F | Ewa, Llc | 58 448 | −0,98 | 6 574 | 20,36 | ||||
| 2025-07-07 | 13F | OMNI 360 Wealth, Inc. | 5 929 | 16,57 | 667 | 41,70 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Proathlete Wealth Management Llc | 5 | 66,67 | 1 | |||||
| 2025-07-22 | 13F | MAS Advisors LLC | 25 994 | −14,89 | 2 924 | 3,47 | ||||
| 2025-07-15 | 13F | Family Investment Center, Inc. | 423 841 | 4,09 | 47 669 | 26,52 | ||||
| 2025-08-08 | 13F | Comprehensive Financial Planning, Inc./PA | 4 403 | 37,85 | 495 | 67,80 | ||||
| 2025-07-03 | 13F | City Center Advisors, LLC | 2 063 | 232 | ||||||
| 2025-08-12 | 13F | Planning Alternatives Ltd /adv | 592 909 | 66,09 | 66 684 | 101,89 | ||||
| 2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 6 821 | 1,04 | 767 | 22,92 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 57 | 3,64 | 6 | 20,00 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 7 357 | 555,12 | 823 | 698,06 | ||||
| 2025-08-01 | 13F | Belvedere Trading LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-07 | 13F | Evoke Wealth, Llc | 2 312 | −20,90 | 260 | −4,07 | ||||
| 2025-05-06 | 13F | Bank Julius Baer & Co. Ltd, Zurich | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Vigilare Wealth Management | 136 473 | 186,56 | 15 349 | 248,37 | ||||
| 2025-07-22 | 13F | Team Financial Group, LLC | 200 | 23 | ||||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 222 | 0,00 | 0 | |||||
| 2025-06-02 | 13F | Integrity Wealth Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | BankPlus Trust Department | 93 | 0,00 | 10 | 25,00 | ||||
| 2025-07-25 | 13F | Lion Street Advisors, LLC | 3 440 | −1,32 | 387 | 19,88 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 108 008 | 65,97 | 12 148 | 101,74 | ||||
| 2025-07-14 | 13F | Westend Capital Management LLC | 146 | 0,00 | 16 | 23,08 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 3 719 | −27,05 | 418 | −11,25 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 135 238 | 6,19 | 15 210 | 29,08 | ||||
| 2025-08-14 | 13F | Harvest Investment Services, LLC | 4 493 | 1,65 | 505 | 23,77 | ||||
| 2025-08-11 | 13F | Resurgent Financial Advisors LLC | 2 345 | 0,39 | 264 | 21,76 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 4 758 | 535 | ||||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | −100,00 | 0 | |||||
| 2025-07-08 | 13F | Advance Capital Management, Inc. | 28 844 | 16,40 | 3 244 | 41,47 | ||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 39 377 | 84,55 | 4 | 300,00 | ||||
| 2025-07-22 | 13F | Ellenbecker Investment Group | 1 993 | 224 | ||||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 4 542 | −12,54 | 511 | 6,25 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 529 | 0,00 | 59 | 22,92 | ||||
| 2025-07-15 | 13F | Sheets Smith Wealth Management | 4 362 | 491 | ||||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 34 | −64,95 | 0 | |||||
| 2025-08-11 | 13F | Citigroup Inc | 1 166 | −19,25 | 131 | −1,50 | ||||
| 2025-08-14 | 13F | Clark Capital Management Group, Inc. | 2 226 301 | 32,27 | 250 392 | 60,77 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 2 210 | 6,15 | 249 | 29,17 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 36 900 | 120,96 | 4 150 | 168,61 | |||
| 2025-05-15 | 13F | Newbridge Financial Services Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 3 995 | −93,55 | 449 | −92,17 | ||||
| 2025-07-22 | 13F | Duncan Williams Asset Management, LLC | 12 371 | 1 391 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 12 600 | −16,56 | 1 417 | 1,43 | |||
| 2025-07-21 | 13F | Financial Architects, LLC | 4 155 | 467 | ||||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 165 854 | 59,03 | 19 | 100,00 | ||||
| 2025-08-06 | 13F | Soltis Investment Advisors LLC | 4 379 | 493 | ||||||
| 2025-07-29 | 13F | Clearview Wealth Advisors LLC | 5 828 | 0,99 | 655 | 22,89 | ||||
| 2025-08-11 | 13F | Empowered Funds, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 827 | 93 | ||||||
| 2025-08-07 | 13F | PFG Advisors | 14 305 | 16,56 | 1 609 | 41,67 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 3 376 | 9,86 | 380 | 33,45 | ||||
| 2025-08-14 | 13F | Gen-Wealth Partners Inc | 16 297 | 1,05 | 1 833 | 22,79 | ||||
| 2025-08-13 | 13F | Virtue Capital Management, LLC | 5 538 | 50,04 | 623 | 82,40 | ||||
| 2025-08-05 | 13F | Fourth Dimension Wealth, LLC | 400 | 33,33 | 45 | 62,96 | ||||
| 2025-08-25 | 13F | Fulcrum Equity Management | 4 117 | 88,94 | 463 | 130,35 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 2 218 | −39,40 | 249 | −26,33 | ||||
| 2025-08-13 | 13F | Vertex Planning Partners, LLC | 28 543 | 2,35 | 3 210 | 24,42 | ||||
| 2025-07-14 | 13F | Cobblestone Asset Management LLC | 26 627 | −10,29 | 2 995 | 9,03 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 247 366 | 218,22 | 28 | 285,71 | ||||
| 2025-07-22 | 13F | Fortitude Advisory Group L.L.C. | 1 845 | 208 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 274 208 | −55,51 | 30 840 | −45,92 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 6 954 | 782 | ||||||
| 2025-07-31 | 13F | TSA Wealth Managment LLC | 28 834 | −1,85 | 3 243 | 19,28 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 2 625 | −41,65 | 295 | −29,09 | ||||
| 2025-08-01 | 13F | Reliant Investment Partners, LLC | 3 819 | 430 | ||||||
| 2025-07-10 | 13F | Worth Asset Management, LLC | 21 473 | 2 415 | ||||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 135 739 | −64,37 | 15 267 | −56,69 | ||||
| 2025-05-14 | 13F | Caitlin John, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Highline Wealth Partners Llc | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | Put | 1 500 | 50,00 | 0 | −100,00 | |||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 153 358 | 22,12 | 17 248 | 48,45 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 60 206 | 203,86 | 6 771 | 259,78 | ||||
| 2025-07-30 | 13F | Insight Advisors, LLC/ PA | 4 254 | −15,00 | 478 | 3,24 | ||||
| 2025-08-05 | 13F | Peregrine Asset Advisers, Inc. | 3 140 | 353 | ||||||
| 2025-08-08 | 13F | RAM Investment Partners, LLC | 6 147 | 0,00 | 691 | 21,65 | ||||
| 2025-08-12 | 13F | WealthTrak Capital Management LLC | 4 885 | 13,26 | 549 | 37,59 | ||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 20 871 | 7 545,05 | 2 311 | 9 140,00 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 591 633 | 129,55 | 66 541 | 179,02 | ||||
| 2025-04-10 | 13F | Park Edge Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 34 946 | 1,43 | 3 930 | 23,31 | ||||
| 2025-07-08 | 13F | GK Wealth Management LLC | 2 398 | 3,41 | 270 | 25,70 | ||||
| 2025-07-16 | 13F | ORG Wealth Partners, LLC | 430 | 0,00 | 48 | 17,50 | ||||
| 2025-07-15 | 13F | Spectrum Planning & Advisory Services Inc. | 19 384 | −10,14 | 2 180 | 9,22 | ||||
| 2025-07-14 | 13F | Iams Wealth Management, Llc | 7 928 | 892 | ||||||
| 2025-07-24 | 13F | MSH Capital Advisors LLC | 3 320 | 3,78 | 373 | 26,01 | ||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 1 646 | −5,46 | 185 | 12,12 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 712 550 | 49,56 | 65 932 | 45,66 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 49 886 | 26,04 | 5 611 | 53,19 | ||||
| 2025-07-21 | 13F | Mirae Asset Global Investments Co., Ltd. | 0 | −100,00 | 0 | |||||
| 2025-06-30 | NP | Northern Lights Fund Trust - PFG Invesco(R) Thematic ESG Strategy Class R Shares | 75 368 | 4,74 | 7 128 | −0,99 | ||||
| 2025-08-04 | 13F | L.m. Kohn & Company | 9 967 | 1 121 | ||||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 11 147 | −4,69 | 1 254 | 15,80 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 28 350 | 5,29 | 3 189 | 27,98 | ||||
| 2025-07-25 | 13F | Orca Investment Management, LLC | 18 736 | −10,22 | 2 107 | 9,17 | ||||
| 2025-05-15 | 13F | Lavaca Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Elios Financial Group Inc. | 5 376 | 605 | ||||||
| 2025-07-21 | 13F | Cardinal Strategic Wealth Guidance | 40 893 | −6,60 | 4 599 | 13,53 | ||||
| 2025-08-07 | 13F | Hughes Financial Services, LLC | 1 | 0 | ||||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 304 | 237,78 | 34 | 325,00 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 1 782 141 | 236,48 | 200 437 | 308,99 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 50 889 | 583,35 | 5 723 | 730,62 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 221 | 316,98 | 25 | 500,00 | ||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 1 987 | 224 | ||||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Global Trust Asset Management, LLC | 775 | 87 | ||||||
| 2025-08-11 | 13F | Stonebrook Private Inc. | 47 367 | −8,45 | 5 327 | 11,28 | ||||
| 2025-08-08 | 13F | Parker Investment Management, LLC | 141 338 | 15 896 | ||||||
| 2025-08-08 | 13F | TD Capital Management LLC | 9 148 | 174,80 | 1 029 | 234,85 | ||||
| 2025-07-17 | 13F | Cyr Financial Inc. | 8 905 | −8,55 | 1 002 | 11,10 | ||||
| 2025-08-07 | 13F | Rollins Financial Advisors, LLC | 55 825 | 372,17 | 6 279 | 474,38 | ||||
| 2025-07-22 | 13F | Alta Wealth Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Professional Financial Advisors, LLC | 48 259 | 1,70 | 5 428 | 23,62 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 1 203 | 135 | ||||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 91 | 62,50 | 10 | 100,00 | ||||
| 2025-07-07 | 13F | Insight Wealth Strategies, LLC | 221 074 | −0,13 | 24 482 | 19,52 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 1 471 | 165 | ||||||
| 2025-08-13 | 13F | Berbice Capital Management LLC | 53 909 | 119,71 | 6 063 | 167,09 | ||||
| 2025-08-14 | 13F | MidWestOne Financial Group, Inc. | 2 713 | 0,00 | 305 | 21,51 | ||||
| 2025-07-09 | 13F | WealthCare Investment Partners, LLC | 59 654 | 13,49 | 6 712 | 48,60 | ||||
| 2025-04-15 | 13F | West Paces Advisors Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 6 | 0,00 | 1 | |||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 10 488 | 1 180 | ||||||
| 2025-08-12 | 13F | TCP Asset Management, LLC | 7 986 | 0,00 | 898 | 21,68 | ||||
| 2025-08-13 | 13F | SMART Wealth LLC | 2 359 | −0,67 | 265 | 21,00 | ||||
| 2025-08-27 | NP | XRLX - FundX Conservative ETF | 42 151 | 0,30 | 4 741 | 21,91 | ||||
| 2025-08-18 | 13F | Hershey Financial Advisers, LLC | 4 995 | 562 | ||||||
| 2025-08-14 | 13F | Betterment LLC | 21 346 | −2,03 | 2 | 0,00 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 25 081 | 13,23 | 2 821 | 37,63 | ||||
| 2025-08-15 | 13F | Lantern Wealth Advisors, LLC | 2 546 | 6,26 | 286 | 25,99 | ||||
| 2025-05-15 | 13F | Glen Eagle Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Tempus Wealth Planning, LLC | 68 406 | 62,09 | 7 694 | 97,00 | ||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 17 400 | 42,11 | 1 957 | 72,79 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 42 228 | 3,84 | 4 749 | 26,20 | ||||
| 2025-07-30 | 13F | LGT Financial Advisors LLC | 2 027 | 17,99 | 228 | 43,40 | ||||
| 2025-08-14 | 13F | Sequent Planning LLC | 3 759 | 3,64 | 423 | 25,97 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 175 | 20 | ||||||
| 2025-08-13 | 13F | Hobbs Wealth Management, LLC | 25 030 | 5,13 | 2 815 | 27,78 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 165 330 | −19,06 | 18 595 | −1,61 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Horizon Investment Services, LLC | 15 368 | 13,98 | 1 729 | 38,57 | ||||
| 2025-08-06 | 13F | Convergence Financial, LLC | 36 901 | 4 150 | ||||||
| 2025-07-30 | 13F | Brookstone Capital Management | 12 043 | 144,33 | 1 355 | 196,93 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 130 195 | 694,79 | 14 643 | 866,47 | ||||
| 2025-07-25 | 13F | Endowment Wealth Management, Inc. | 26 370 | 5,99 | 2 966 | 28,80 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 88 561 | 411,29 | 10 187 | 525,74 | ||||
| 2025-07-29 | 13F | Goldstein Advisors, LLC | 106 381 | −1,66 | 11 965 | 19,53 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 8 798 | −42,81 | 1 | −100,00 | ||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 56 650 | 36,51 | 6 371 | 65,95 | ||||
| 2025-07-15 | 13F | Financial Partners Group, Inc | 64 509 | 11,36 | 7 255 | 35,35 | ||||
| 2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 11 080 | 377,59 | 1 | −99,53 | ||||
| 2025-07-25 | 13F | Richardson Financial Services Inc. | 1 373 | 42,58 | 152 | 70,79 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 206 300 | −27,98 | 23 203 | −12,46 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 48 769 | 753,50 | 5 485 | 938,83 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 81 | 179,31 | 9 | 350,00 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 3 496 | −7,83 | 393 | 12,29 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 190 527 | 237,35 | 21 429 | 310,11 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | Concorde Asset Management, LLC | 13 395 | −83,07 | 1 231 | −83,62 | ||||
| 2025-07-15 | 13F | RVW Wealth, LLC | 226 007 | 12,75 | 25 419 | 37,05 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 154 183 | −0,84 | 17 341 | 20,53 | ||||
| 2025-07-09 | 13F | Lifelong Wealth Advisors, Inc. | 16 824 | 5,92 | 1 892 | 28,80 | ||||
| 2025-08-12 | 13F | Absolute Capital Management, LLC | 3 841 | 23,94 | 432 | 51,05 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 21 115 | 2,93 | 2 375 | 25,08 | ||||
| 2025-07-10 | 13F | Pachira Investments Inc. | 12 918 | 1 453 | ||||||
| 2025-08-12 | 13F | Peachtree Investment Partners, LLC | 9 505 | 1 069 | ||||||
| 2025-08-07 | 13F | Commerce Bank | 4 496 | 506 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 705 218 | 34,62 | 79 | 64,58 | ||||
| 2025-07-30 | 13F | BlueChip Wealth Advisors LLC | 15 391 | 5,87 | 1 731 | 28,70 | ||||
| 2025-07-21 | 13F | Triad Wealth Partners, LLC | 46 710 | 22,26 | 5 254 | 48,60 | ||||
| 2025-03-31 | NP | SMIFX - Sound Mind Investing Fund | 60 810 | −36,32 | 6 083 | −29,86 | ||||
| 2025-07-28 | 13F | Turtle Creek Wealth Advisors, LLC | 6 370 | 716 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 24 497 | 50,53 | 2 755 | 83,06 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 2 865 | 93,19 | 322 | 135,04 | ||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Mark Sheptoff Financial Planning, Llc | 280 | 31 | ||||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 46 313 | 5 296 | ||||||
| 2025-07-07 | 13F | Peak Financial Advisors Llc | 34 106 | 3 836 | ||||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 14 866 | 27,87 | 1 672 | 55,44 | ||||
| 2025-07-22 | 13F | USAdvisors Wealth Management, LLC | 17 086 | −92,46 | 2 | −95,00 | ||||
| 2025-07-31 | 13F | Strait & Sound Wealth Management LLC | 14 349 | 0,66 | 1 614 | 22,29 | ||||
| 2025-08-28 | NP | Northern Lights Fund Trust - Ocean Park Domestic ETF | 6 718 | 756 | ||||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 52 919 | 5 952 | ||||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 31 836 | 63 572,00 | 3 581 | 89 400,00 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 19 064 | 126,44 | 2 144 | 175,22 | ||||
| 2025-08-13 | 13F | Invesco Ltd. | 76 100 | 43,92 | 8 559 | 74,94 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 2 458 025 | 87,18 | 276 | 128,10 | ||||
| 2025-07-24 | 13F | M1 Capital Management LLC | 22 567 | 0,59 | 2 538 | 22,31 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 26 298 | 6,28 | 2 958 | 29,18 | ||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 437 400 | 49 194 | ||||||
| 2025-08-06 | 13F | Csenge Advisory Group | 8 387 | 22,56 | 884 | 46,43 | ||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 3 837 | −55,08 | 432 | −45,44 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 4 699 | 468,89 | 528 | 594,74 | ||||
| 2025-07-14 | 13F | Southland Equity Partners LLC | 20 115 | 16,21 | 2 262 | 41,29 | ||||
| 2025-08-11 | 13F | TAGStone Capital, Inc. | 2 140 | 251 | ||||||
| 2025-08-14 | 13F | Tripletail Wealth Management, LLC | 2 155 | 253 | ||||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 140 | 16 | ||||||
| 2025-08-13 | 13F | StoneX Group Inc. | 18 001 | 26,82 | 2 025 | 54,15 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 25 734 | 7,05 | 2 893 | 30,09 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 121 171 | 1,74 | 13 628 | 23,68 | ||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 18 155 | 0,52 | 2 042 | 22,14 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 62 728 | 12,42 | 7 055 | 33,09 | ||||
| 2025-08-13 | 13F | JBR Co Financial Management Inc | 3 059 | 344 | ||||||
| 2025-08-01 | 13F | Petra Financial Advisors Inc | 10 029 | 206,42 | 1 128 | 273,18 | ||||
| 2025-07-30 | 13F | Roman Butler Fullerton & Co | 8 442 | 971 | ||||||
| 2025-08-08 | 13F | Creative Planning | 2 859 | −78,84 | 322 | −74,30 | ||||
| 2025-07-21 | 13F | Ascent Group, LLC | 152 214 | −1,18 | 17 119 | 20,11 | ||||
| 2025-08-07 | 13F | Apeiron RIA LLC | 18 790 | 7,18 | 2 113 | 30,27 | ||||
| 2025-07-21 | 13F | New Century Financial Group, LLC | 9 830 | 1 106 | ||||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 121 584 | −47,68 | 13 675 | −36,41 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 4 395 | 39,35 | 494 | 69,76 | ||||
| 2025-08-14 | 13F | Certified Advisory Corp | 2 522 | 0,16 | 284 | 21,98 | ||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 18 175 | 0,94 | 2 044 | 22,69 | ||||
| 2025-07-25 | 13F | Prostatis Group LLC | 23 770 | −6,93 | 2 673 | 13,12 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 649 186 | −4,49 | 73 014 | 16,09 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 6 718 | 756 | ||||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 20 780 | 6,39 | 2 336 | 29,28 | ||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 2 133 | 240 | ||||||
| 2025-08-04 | 13F | Wealth Management Associates, Inc. | 11 477 | 1 291 | ||||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 226 | −71,43 | 25 | −65,75 | ||||
| 2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 21 583 | 11,55 | 2 427 | 35,59 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 37 738 | 859,28 | 4 244 | 1 043,94 | ||||
| 2025-07-17 | 13F | Centennial Wealth Advisory LLC | 73 986 | 8,40 | 8 190 | 29,68 | ||||
| 2025-08-14 | 13F | Herold Advisors, Inc. | 2 032 | −6,36 | 229 | 14,00 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 2 080 | 0 | ||||||
| 2025-07-15 | 13F | Surience Private Wealth Llc | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Vista Cima Wealth Management LLC | 21 220 | −0,59 | 2 387 | 20,81 | ||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 7 084 | 37,58 | 797 | 67,23 | ||||
| 2025-08-08 | 13F | Smithfield Trust Co | 226 | 0,00 | 0 | |||||
| 2025-07-21 | 13F | Synergy Financial Management, LLC | 6 554 | 23,43 | 737 | 50,10 | ||||
| 2025-08-04 | 13F | Merkkuri Wealth Advisors LLC | 6 480 | 41,39 | 729 | 71,70 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 29 153 | 231,43 | 3 279 | 303,20 | ||||
| 2025-08-14 | 13F | Tudor Investment Corp Et Al | 39 558 | −36,09 | 4 449 | −22,32 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 112 714 | 29,56 | 12 677 | 57,49 | ||||
| 2025-07-09 | 13F | Burt Wealth Advisors | 41 200 | 0,00 | 4 634 | 21,54 | ||||
| 2025-08-06 | 13F | Centerpoint Advisory Group | 40 055 | 61,83 | 4 505 | 96,68 | ||||
| 2025-08-11 | 13F | Wealthgarden F.s. Llc | 7 492 | −5,33 | 867 | 18,31 | ||||
| 2025-07-17 | 13F | One Wealth Advisors, LLC | 50 958 | 1,58 | 5 731 | 23,49 | ||||
| 2025-07-23 | 13F | Steel Peak Wealth Management LLC | 11 706 | 234,36 | 1 317 | 307,43 | ||||
| 2025-04-29 | NP | OCIO - ClearShares OCIO ETF | 82 132 | 1,16 | 8 197 | 4,26 | ||||
| 2025-07-22 | 13F | CPR Investments Inc. | 5 133 | 577 | ||||||
| 2025-07-21 | 13F | AIFG Consultants Ltd. | 32 485 | −3,75 | 3 654 | 17,01 | ||||
| 2025-07-29 | 13F | Tradewinds Capital Management, LLC | 354 | 342,50 | 40 | 457,14 | ||||
| 2025-08-12 | 13F | Vawter Financial, Ltd. | 1 851 | 208 | ||||||
| 2025-08-12 | 13F | Weaver Consulting Group | 14 903 | 34,03 | 1 676 | 63,04 | ||||
| 2025-08-05 | 13F | GHP Investment Advisors, Inc. | 265 | 99,25 | 30 | 141,67 | ||||
| 2025-07-31 | 13F | MN Wealth Advisors, LLC | 2 704 | 304 | ||||||
| 2025-08-12 | 13F | Archer Investment Corp | 182 | 0,00 | 20 | 25,00 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 27 545 | 91,36 | 3 098 | 132,68 | ||||
| 2025-07-01 | 13F | Bush Investment Group, Llc | 10 044 | 1,46 | 1 130 | 23,39 | ||||
| 2025-08-08 | 13F | Fortis Group Advisors, LLC | 218 999 | 32,38 | 25 336 | 65,51 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 492 791 | 104,55 | 55 424 | 142,14 | ||||
| 2025-07-22 | 13F | Firethorn Wealth Partners, Llc | 9 556 | 1,23 | 1 075 | 23,02 | ||||
| 2025-07-31 | 13F | Trademark Financial Management, LLC | 3 187 | 358 | ||||||
| 2025-08-14 | 13F | Headlands Technologies LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-05-13 | 13F | BlackDiamond Wealth Management Inc. | 0 | −100,00 | 0 | |||||
| 2025-09-04 | 13F | Beacon Capital Management, Inc. | 31 495 | −1,02 | 3 542 | 6,14 | ||||
| 2025-07-15 | 13F | StoneCrest Wealth Management, Inc. | 67 427 | 8,40 | 7 584 | 31,76 | ||||
| 2025-07-29 | 13F | Horst & Graben Wealth Management LLC | 66 581 | 4,78 | 7 488 | 27,37 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 4 177 | 0,00 | 470 | 21,50 | ||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 48 | 5 | ||||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 15 682 | 12,50 | 1 764 | 36,77 | ||||
| 2025-04-30 | 13F | BCJ Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | KWB Wealth | 60 625 | 1,53 | 5 610 | −1,13 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 4 622 | −28,54 | 520 | −13,79 | ||||
| 2025-08-11 | 13F | Bell Investment Advisors, Inc | 2 330 | 0,17 | 262 | 21,86 | ||||
| 2025-07-25 | 13F | Northwest Capital Management Inc | 6 495 | −56,27 | 730 | −46,87 | ||||
| 2025-08-01 | 13F | Yukon Wealth Management, Inc. | 3 117 | 351 | ||||||
| 2025-07-28 | 13F | Cypress Wealth Services, LLC | 24 904 | 5,11 | 2 801 | 27,74 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Caliber Wealth Management, LLC / KS | 1 855 | 209 | ||||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 42 323 | 518,22 | 4 760 | 647,25 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 14 593 | 8,81 | 1 623 | 30,89 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 9 486 | 1 | ||||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Liberty Wealth Management Llc | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 12 858 | 83,06 | 1 446 | 122,80 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 1 303 | 147 | ||||||
| 2025-07-10 | 13F | Redhawk Wealth Advisors, Inc. | 440 059 | 49 493 | ||||||
| 2025-08-26 | 13F | Claris Financial LLC | 9 439 | 22,06 | 1 062 | 44,55 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 6 | −70,00 | 1 | −100,00 | ||||
| 2025-07-15 | 13F | Roger Wittlin Investment Advisory, LLC | 13 172 | 1 481 | ||||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 586 | −8,44 | 66 | 10,17 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 5 472 | 1 040,00 | 615 | 1 297,73 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | Call | 50 000 | 5 624 | |||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 69 853 | 65,97 | 7 812 | 101,34 | ||||
| 2025-05-07 | 13F | Mb, Levis & Associates, Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-01 | 13F | Bull Oak Capital, LLC | 113 569 | 12 773 | ||||||
| 2025-08-14 | 13F | Redwood Investment Management, Llc | 281 193 | 19,53 | 32 | 47,62 | ||||
| 2025-07-15 | 13F | Signet Financial Management, Llc | 11 416 | 19,14 | 1 284 | 44,92 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 10 122 | 0,00 | 1 138 | 21,58 | ||||
| 2025-04-30 | 13F | Moloney Securities Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 682 | −39,91 | 77 | −27,62 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 17 024 | 407,72 | 1 915 | 517,42 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 83 168 | 16,80 | 9 354 | 41,97 | ||||
| 2025-07-23 | 13F | Watershed Private Wealth Llc | 31 278 | −3,78 | 3 518 | 16,96 | ||||
| 2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 19 | 0,00 | 2 | 0,00 | ||||
| 2025-07-16 | 13F | MKT Advisors LLC | 3 570 | 3,93 | 395 | 38,11 | ||||
| 2025-07-29 | 13F | Balboa Wealth Partners | 18 350 | 2 064 | ||||||
| 2025-08-13 | 13F | Integrity Investment Advisors, LLC | 47 430 | 20,23 | 5 334 | 46,14 | ||||
| 2025-08-14 | 13F | Win Advisors, Inc | 157 070 | 447,64 | 17 666 | 565,85 | ||||
| 2025-08-08 | 13F | Compass Financial Services Inc | 69 651 | 8 992,82 | 7 834 | 11 090,00 | ||||
| 2025-08-06 | 13F | Ethos Financial Group, LLC | 148 375 | 16 688 | ||||||
| 2025-08-11 | 13F | One Capital Management, LLC | 136 330 | −66,88 | 15 333 | −59,74 | ||||
| 2025-08-06 | 13F | Smart Money Group LLC | 1 946 | −63,40 | 219 | −55,60 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 4 408 | 2,06 | 496 | 24,06 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 31 304 | 3 521 | ||||||
| 2025-08-13 | 13F | Bank Of Nova Scotia | 200 000 | 22 494 | ||||||
| 2025-07-22 | 13F | Kickstand Ventures, Llc. | 12 371 | 14,01 | 1 391 | 38,55 | ||||
| 2025-08-04 | 13F | ArborFi Advisors, LLC | 26 507 | 32,57 | 2 981 | 61,14 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 214 | 24 | ||||||
| 2025-08-14 | 13F | LWM Advisory Services, LLC | 38 862 | 7,51 | 4 371 | 30,68 | ||||
| 2025-08-11 | 13F | Theory Financial Llc | 11 434 | 0,75 | 1 323 | 25,90 | ||||
| 2025-07-11 | 13F | My Legacy Advisors, LLC | 9 598 | 3,56 | 1 079 | 25,79 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 1 186 | 141 | ||||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Tectonic Advisors Llc | 2 464 | −5,23 | 277 | 15,42 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 339 658 | 9,94 | 38 201 | 33,63 | ||||
| 2025-07-28 | 13F | Triton Wealth Management, PLLC | 200 151 | 22 885 | ||||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 27 220 | 3 061 | ||||||
| 2025-07-18 | 13F | Marks Wealth, LLC | 430 616 | 48 431 | ||||||
| 2025-07-28 | 13F | WealthPLAN Partners, LLC | 7 808 | 2,41 | 878 | 24,54 | ||||
| 2025-07-09 | 13F | Fiduciary Alliance LLC | 7 885 | 887 | ||||||
| 2025-06-13 | 13F | Optima Capital Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-09 | 13F | Sarver Vrooman Wealth Advisors | 1 216 | 0,00 | 137 | 21,43 | ||||
| 2025-08-18 | 13F/A | Kestra Investment Management, LLC | 15 439 | 73,04 | 1 736 | 110,42 | ||||
| 2025-07-10 | 13F | Sharkey, Howes & Javer | 4 421 | 497 | ||||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 978 755 | 37,36 | 110 081 | 66,96 | ||||
| 2025-05-09 | 13F | Generation Capital Management LLC | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Colonial River Wealth Management, LLC | 61 221 | 16,70 | 6 882 | 41,76 | ||||
| 2025-04-24 | 13F | Wright Fund Managment, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-22 | 13F | Breakthru Advisory Services, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Park Place Capital Corp | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Wetzel Investment Advisors, Inc. | 24 983 | −36,02 | 2 810 | −22,25 | ||||
| 2025-08-15 | 13F/A | Florida Financial Advisors, Llc | 9 633 | 209,34 | 1 083 | 277,35 | ||||
| 2025-08-01 | 13F | Belvedere Trading LLC | Call | 3 700 | −43,94 | 416 | −31,80 | |||
| 2025-08-13 | 13F | Kilter Group LLC | 53 | 6 | ||||||
| 2025-08-01 | 13F | Belvedere Trading LLC | Put | 1 200 | 300,00 | 135 | 396,30 | |||
| 2025-07-29 | 13F | Latitude Advisors, LLC | 2 554 | 5,02 | 287 | 28,13 | ||||
| 2025-08-05 | 13F | Optivise Advisory Services LLC | 17 100 | 1 923 | ||||||
| 2025-07-31 | 13F/A | Avion Wealth | 1 500 | 0 | ||||||
| 2025-08-13 | 13F | Marshall Wace, Llp | 105 820 | 11 902 | ||||||
| 2025-07-17 | 13F | BFI Infinity Ltd. | 138 176 | 1 350,51 | 15 534 | 1 665,11 | ||||
| 2025-08-06 | 13F | Able Wealth Management LLC | 74 796 | 9,40 | 8 412 | 32,98 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 29 386 | 5,93 | 3 305 | 28,80 | ||||
| 2025-07-21 | 13F | Jackson Wealth Management, LLC | 58 760 | 147,42 | 6 609 | 200,82 | ||||
| 2025-08-08 | 13F | Security Financial Services, INC. | 53 166 | −2,36 | 5 980 | 18,68 | ||||
| 2025-08-12 | 13F | Maripau Wealth Management Llc | 2 682 | 302 | ||||||
| 2025-07-18 | 13F | Truist Financial Corp | 74 686 | 15,39 | 8 400 | 40,24 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 956 | −26,69 | 108 | −10,83 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 12 908 | −9,51 | 1 452 | 10,01 | ||||
| 2025-07-30 | 13F | Darrow Company, Inc. | 45 666 | 8,70 | 5 136 | 32,13 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 67 517 | −57,48 | 7 594 | −48,32 | ||||
| 2025-08-05 | 13F | Harel Insurance Investments & Financial Services Ltd. | 13 080 | 32,79 | 1 | |||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 65 494 | −3,20 | 7 366 | 17,67 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 80 248 | 6,44 | 9 025 | 29,39 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 12 016 | 31,64 | 1 351 | 60,07 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 3 033 | −80,89 | 341 | −76,77 | ||||
| 2025-08-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 4 659 | −6,50 | 1 | |||||
| 2025-07-23 | 13F | Capstone Wealth Management Group, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | WMG Financial Advisors, LLC | 4 396 | 494 | ||||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 24 734 | −94,38 | 2 782 | −93,17 | ||||
| 2025-07-10 | 13F | Wedmont Private Capital | 9 332 | 30,65 | 1 046 | 63,03 | ||||
| 2025-04-29 | 13F | YANKCOM Partnership | 0 | −100,00 | 0 | |||||
| 2025-04-30 | 13F | POM Investment Strategies, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | McKinley Carter Wealth Services, Inc. | 1 867 | 210 | ||||||
| 2025-05-14 | 13F | Capital Wealth Alliance, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Intelligence Driven Advisers, LLC | 2 877 | 0,00 | 324 | 21,43 | ||||
| 2025-07-21 | 13F | Seros Financial, LLC | 123 761 | −8,25 | 13 919 | 11,52 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 52 252 | 21,38 | 5 877 | 47,53 | ||||
| 2025-07-22 | 13F | Sutton Place Investors Llc | 6 015 | 1,85 | 677 | 23,81 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 52 231 | 134,48 | 5 874 | 185,01 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 43 073 | 203,27 | 4 844 | 268,65 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 2 263 | 3,76 | 255 | 26,37 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 257 054 | 111,86 | 29 | 154,55 | ||||
| 2025-07-17 | 13F | Kelly Financial Services LLC | 26 633 | 52,23 | 2 995 | 85,11 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 5 479 | −71,66 | 616 | −65,57 | ||||
| 2025-08-01 | 13F | Chilton Capital Management Llc | 641 | 0,00 | 72 | 22,03 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 508 615 | 79,14 | 57 | 119,23 | ||||
| 2025-08-13 | 13F | Quadrature Capital Ltd | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 827 966 | 153,74 | 93 121 | 208,43 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 2 625 | −85,01 | 295 | −81,78 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 35 281 | 335,62 | 3 968 | 429,77 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 428 698 | 65,00 | 48 233 | 100,62 | ||||
| 2025-08-27 | NP | XNAV - FundX Aggressive ETF | 13 500 | 9,76 | 1 518 | 33,39 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 40 100 | 4 510 | ||||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 52 387 | 160,30 | 5 892 | 216,38 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 49 744 | 11,70 | 5 595 | 35,78 | ||||
| 2025-07-25 | 13F | RHS Financial, LLC | 3 174 | 357 | ||||||
| 2025-08-15 | 13F | Sugar Maple Asset Management, LLC | 11 495 | 1 293 | ||||||
| 2025-08-05 | 13F | Sigma Planning Corp | 20 383 | 7,22 | 2 292 | 30,38 | ||||
| 2025-08-14 | 13F | BancorpSouth Bank | 1 881 | 212 | ||||||
| 2025-05-08 | NP | QALTX - Quantified Alternative Investment Fund Investor Class Shares | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-13 | 13F | Financial Freedom, LLC | 1 433 | 0,00 | 161 | 21,97 | ||||
| 2025-05-15 | 13F | National Wealth Management Group, LLC | 2 246 | 208 | ||||||
| 2025-08-12 | 13F | Richmond Investment Services, LLC | 2 374 | −13,10 | 267 | 5,56 | ||||
| 2025-03-31 | NP | SMILX - SMI 50/40/10 Fund | 13 410 | −25,95 | 1 342 | −18,43 | ||||
| 2025-08-12 | 13F | Seeds Investor Llc | 2 207 | 248 | ||||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | FLP Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Allworth Financial LP | 27 026 | −3,21 | 3 040 | 17,25 | ||||
| 2025-07-14 | 13F | Financial Enhancement Group LLC | 121 605 | −2,38 | 13 640 | 23,88 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 194 | 22 | ||||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 586 | −27,02 | 66 | −19,75 | ||||
| 2025-04-21 | 13F | ORG Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 39 513 | 4 444 | ||||||
| 2025-07-18 | 13F | Eagle Capital Management, LLC | 36 125 | 4 | ||||||
| 2025-05-06 | 13F | Advisors Preferred, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Trinity Wealth Management, LLC | 5 658 | 99,86 | 636 | 143,68 | ||||
| 2025-07-09 | 13F | Brand Asset Management Group, Inc. | 4 040 | 48,64 | 454 | 80,88 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 106 652 | −14,26 | 11 995 | 4,21 | ||||
| 2025-08-27 | NP | XCOR - FundX ETF | 187 225 | −0,66 | 21 057 | 20,75 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 1 301 | 9,14 | 0 | |||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 154 539 | 829,84 | 17 381 | 1 030,84 | ||||
| 2025-07-17 | 13F | TBH Global Asset Management, LLC | 6 995 | −1,24 | 1 022 | 17,76 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 25 062 | 0,84 | 2 819 | 22,58 | ||||
| 2025-07-28 | 13F | WJ Wealth Management, LLC | 78 242 | −11,77 | 8 800 | 7,24 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 24 | 3 | ||||||
| 2025-07-15 | 13F | Retireful, LLC | 4 200 | 472 | ||||||
| 2025-07-18 | 13F | Cooper Financial Group | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 205 | 2,50 | 23 | 27,78 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 812 704 | 53,02 | 91 405 | 86,00 | ||||
| 2025-08-14 | 13F | Millennium Management Llc | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Costello Asset Management, INC | 117 | 0,00 | 13 | 30,00 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 62 266 | 0,29 | 7 003 | 21,92 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 5 342 070 | 49,25 | 600 823 | 81,41 | ||||
| 2025-08-13 | 13F | Schroder Investment Management Group | 235 | 26 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 8 166 537 | 35,78 | 918 490 | 65,04 | ||||
| 2025-08-18 | 13F | Tactive Advisors, LLC | 53 600 | 6 028 | ||||||
| 2025-07-21 | 13F | Washington Growth Strategies Llc | 21 888 | 23 435,48 | 2 | |||||
| 2025-07-29 | 13F | Altus Wealth Group LLC | 131 514 | 3,45 | 14 791 | 25,74 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 98 070 | 1,21 | 11 030 | 23,02 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 16 975 | −2,10 | 1 909 | 19,01 | ||||
| 2025-08-07 | 13F | Sierra Ocean, Llc | 81 799 | 10,92 | 9 200 | 34,82 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 27 375 | −0,44 | 3 079 | 20,99 | ||||
| 2025-08-01 | 13F | Austin Private Wealth, LLC | 169 633 | 1,01 | 19 079 | 22,77 | ||||
| 2025-08-05 | 13F | Lifeworks Advisors, LLC | 5 830 | 110,39 | 656 | 155,86 | ||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 218 875 | 19,48 | 24 617 | 45,23 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 7 821 | −3,71 | 880 | 17,04 | ||||
| 2025-07-17 | 13F | Alpine Bank Wealth Management | 802 816 | 31,84 | 90 293 | 60,25 | ||||
| 2025-08-05 | 13F | Trail Ridge Investment Advisors, LLC | 2 973 | 12,96 | 344 | 41,15 | ||||
| 2025-04-08 | 13F | Parallel Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Ffg Retirement Advisors Llc | 13 916 | 4,27 | 1 565 | 26,82 | ||||
| 2025-08-05 | 13F | Magnolia Capital Advisors Llc | 1 836 | 207 | ||||||
| 2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 19 796 | 2 226 | ||||||
| 2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 80 634 | −0,65 | 9 | 28,57 | ||||
| 2025-07-23 | 13F | Narwhal Capital Management | 3 135 | 0,00 | 353 | 21,38 | ||||
| 2025-08-05 | 13F | Arrowroot Family Office, LLC | 15 429 | 2,55 | 1 735 | 21,41 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 4 451 | 41,26 | 527 | 76,85 | ||||
| 2025-07-21 | 13F | Catalina Capital Group, LLC | 3 394 | −0,18 | 382 | 21,34 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 16 812 | 17,12 | 1 891 | 42,32 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 2 096 | 236 | ||||||
| 2025-08-27 | 13F | Barnes Wealth Management Group, Inc | 6 323 | 49,13 | 711 | 81,38 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 162 649 | 171,19 | 18 293 | 229,66 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 1 097 393 | 126,28 | 120 105 | 167,64 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 16 965 | −5,00 | 1 908 | 15,50 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 956 288 | 72,36 | 107 554 | 109,51 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 170 465 | 80,86 | 19 172 | 119,84 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 40 618 | 4,35 | 4 568 | 26,85 | ||||
| 2025-07-30 | 13F | Lionsbridge Wealth Management LLC | 25 136 | 2 827 | ||||||
| 2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 25 142 | 57,22 | 2 828 | 91,14 | ||||
| 2025-08-14 | 13F | Fmr Llc | 4 748 | −0,90 | 534 | 20,54 | ||||
| 2025-08-15 | 13F | Semmax Financial Advisors Inc. | 4 125 | 3,18 | 483 | 22,90 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 10 369 | 228,24 | 1 166 | 299,32 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 2 215 | −35,82 | 250 | −21,94 | ||||
| 2025-07-29 | 13F | Manchester Financial Inc | 72 492 | 95,70 | 8 153 | 137,90 | ||||
| 2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 21 491 | 2 417 | ||||||
| 2025-08-06 | 13F | Mascagni Wealth Management, Inc. | 21 249 | 336,95 | 2 390 | 432,07 | ||||
| 2025-08-14 | 13F | Capitolis Liquid Global Markets LLC | 91 800 | 10 325 | ||||||
| 2025-07-15 | 13F | BKA Wealth Consulting, Inc. | 13 760 | 1 548 | ||||||
| 2025-07-30 | 13F | Fiduciary Planning LLC | 37 923 | −2,34 | 4 265 | 18,70 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 2 411 349 | 30,41 | 271 204 | 58,51 | ||||
| 2025-07-29 | 13F | Primoris Wealth Advisors, Llc | 2 615 | −95,32 | 294 | −94,31 | ||||
| 2025-07-28 | 13F | Lunt Capital Management, Inc. | 10 653 | 1 198 | ||||||
| 2025-07-28 | 13F | Perfromance Wealth Partners, LLC | 215 419 | 24 228 | ||||||
| 2025-07-07 | 13F | RDA Financial Network | 4 031 | 1,33 | 453 | 23,10 | ||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 5 170 | 13,65 | 582 | 38,33 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 9 775 | 60,59 | 1 099 | 95,20 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 1 062 | 119 | ||||||
| 2025-07-08 | 13F | Goldstone Financial Group, LLC | 8 882 | 244,80 | 999 | 319,75 | ||||
| 2025-07-18 | 13F | SigFig Wealth Management, LLC | 128 364 | 43,50 | 14 356 | 74,10 | ||||
| 2025-08-06 | 13F | Stone House Investment Management, LLC | 5 133 | 212,61 | 577 | 282,12 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 2 679 | −22,33 | 301 | −5,64 | ||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 8 461 | 173,82 | 952 | 233,68 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 4 809 | 541 | ||||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 22 866 | 2 572 |
