Grundläggande statistik
| Institutionella ägare | 331 total, 331 long only, 0 short only, 0 long/short - change of 167,74% MRQ |
| Genomsnittlig portföljallokering | 0.5534 % - change of 138,63% MRQ |
| Institutionella aktier (lång) | 142 546 527 (ex 13D/G) - change of 126,21MM shares 772,42% MRQ |
| Institutionellt värde (lång) | $ 4 689 952 USD ($1000) |
Institutionellt ägande och aktieägare
BlackRock ETF Trust - iShares U.S. Thematic Rotation Active ETF (US:THRO) har 331 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 142,546,527 aktier. Största aktieägare inkluderar Envestnet Asset Management Inc, LPL Financial LLC, Jpmorgan Chase & Co, Envestnet Portfolio Solutions, Inc., Morgan Stanley, Mml Investors Services, Llc, Cwm, Llc, Cetera Investment Advisers, Bank Of America Corp /de/, and GWM Advisors LLC .
BlackRock ETF Trust - iShares U.S. Thematic Rotation Active ETF (ARCA:THRO) Institutionell ägarstruktur visar institutioners och fonders nuvarande positioner i företaget, samt de senaste förändringarna i positionernas storlek. Större aktieägare kan vara enskilda investerare, fonder, hedgefonder eller institutioner. Bilaga 13D visar att investeraren äger (eller ägde) mer än 5% av företaget och avser (eller avsåg) att aktivt eftersträva en förändring av affärsstrategin. Schedule 13G indikerar en passiv investering på över 5%.
The share price as of September 17, 2025 is 37,42 / share. Previously, on October 10, 2024, the share price was 32,98 / share. This represents an increase of 13,47% 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.
13D/G-Arkiveringar
Vi presenterar 13D/G-arkiveringar separat från 13F-arkiveringar på grund av att de behandlas olika av SEC. 13D/G-arkiveringar kan lämnas in av grupper av investerare (med en ledare), medan 13F-arkiveringar inte kan det. Detta leder till situationer där en investerare kan lämna in en 13D/G-ansökan med ett värde för de totala aktierna (vilket motsvarar alla aktier som ägs av investerargruppen), men sedan lämna in en 13F-ansökan med ett annat värde för de totala aktierna (vilket motsvarar enbart deras eget ägande). Detta innebär att aktieägandet i 13D/G-arkiveringar och 13F-arkiveringar ofta inte är direkt jämförbara, så vi presenterar dem separat.
Notera: Från och med den 16 maj 2021 visar vi inte längre ägare som inte har lämnat in en 13D/G under det senaste året. Tidigare visade vi hela historiken för 13D/G-arkiveringar. I allmänhet måste enheter som är skyldiga att lämna in 13D/G-arkiveringar lämna in minst en gång per år innan de lämnar in en stängningsarkivering. Fonder avslutar dock ibland positioner utan att lämna in en avslutande arkivering (dvs. de avvecklar), så att visa hela historiken resulterade ibland i förvirring om det nuvarande ägandet. För att förhindra förvirring visar vi nu endast "nuvarande" ägare - det vill säga ägare som har lämnat in en ansökan under det senaste året.
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| Fil Datum | Formulär | Investerare | Föregående aktier |
Senaste aktier |
Δ Aktier (Procent) |
Ägande (Procent) |
Δ Ägande (Procent) |
|
|---|---|---|---|---|---|---|---|---|
| 2025-04-03 | BlackRock Portfolio Management LLC | 120,000 | 122,896 | 2.41 | 0.80 | -97.20 | ||
| 2025-02-07 | BlackRock, Inc. | 0 | 0.00 |
13F- och NPORT-arkiveringar
Detaljer om 13F-arkiveringar är gratis. Detaljer om NP-arkiveringar kräver ett premiummedlemskap. Gröna rader indikerar nya positioner. Röda rader indikerar stängda positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
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| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 359 | 13 | ||||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 148 692 | 5 290 | ||||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 43 977 | 77,90 | 1 565 | 99,74 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 39 301 | 1 398 | ||||||
| 2025-08-11 | 13F | PAX Financial Group, LLC | 221 113 | 7 867 | ||||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 33 626 | 176,96 | 1 196 | 211,46 | ||||
| 2025-08-14 | 13F | Avid Wealth Partners LLC | 144 230 | 5 132 | ||||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 94 417 | 3 359 | ||||||
| 2025-07-31 | 13F | MN Wealth Advisors, LLC | 13 239 | 471 | ||||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 7 640 | 272 | ||||||
| 2025-08-07 | 13F | Shared Vision Wealth Group LLC | 50 123 | 515,99 | 1 812 | 604,67 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 189 700 | 54,36 | 6 750 | 73,32 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 13 808 | 2 102,23 | 491 | 2 484,21 | ||||
| 2025-07-24 | 13F | Gilliland Jeter Wealth Management LLC | 6 866 | 244 | ||||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 108 177 | 4 | ||||||
| 2025-08-05 | 13F | Fullcircle Wealth Llc | 41 772 | 1 508 | ||||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 1 768 | −20,36 | 63 | −11,43 | ||||
| 2025-08-13 | 13F | Vertex Planning Partners, LLC | 119 129 | 4 239 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 363 427 | 209,03 | 12 931 | 247,02 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 10 879 | 21,83 | 387 | 37,23 | ||||
| 2025-08-04 | 13F | Merkkuri Wealth Advisors LLC | 29 913 | 1 064 | ||||||
| 2025-08-14 | 13F | Keebeck Wealth Management, LLC | 115 583 | 4 112 | ||||||
| 2025-07-29 | 13F | Horst & Graben Wealth Management LLC | 330 879 | 377,47 | 11 773 | 436,07 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 4 154 556 | 1 835,00 | 147 819 | 2 072,53 | ||||
| 2025-07-24 | 13F | Etesian Wealth Advisors, Inc. | 18 058 | 643 | ||||||
| 2025-07-29 | 13F | Two West Capital Advisors LLC | 16 997 | 618 | ||||||
| 2025-07-25 | 13F | Cwm, Llc | 3 164 420 | 350,25 | 113 | 409,09 | ||||
| 2025-08-15 | 13F | Semmax Financial Advisors Inc. | 16 419 | 599 | ||||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 2 009 950 | 4 690,27 | 71 514 | 5 281,04 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 30 242 | 1 610,52 | 1 076 | 1 821,43 | ||||
| 2025-07-18 | 13F | Ewa, Llc | 276 365 | 9 833 | ||||||
| 2025-07-30 | 13F | Caliber Wealth Management, LLC / KS | 16 000 | 569 | ||||||
| 2025-08-14 | 13F | Redwood Investment Management, Llc | 38 870 | 1 | ||||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 424 423 | 15 101 | ||||||
| 2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 116 | 4 | ||||||
| 2025-08-13 | 13F | Advocacy Wealth Management Services, LLC | 1 013 087 | 94,46 | 36 046 | 118,34 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 12 037 | 428 | ||||||
| 2025-07-28 | 13F | RCS Financial Planning, LLC | 41 263 | 1 468 | ||||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 33 314 | 220,02 | 1 185 | 260,18 | ||||
| 2025-07-22 | 13F | Firethorn Wealth Partners, Llc | 52 335 | 1 862 | ||||||
| 2025-07-31 | 13F | Hanlon Investment Management, Inc. | 10 050 | 358 | ||||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 12 829 | 456 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 15 594 898 | 812,48 | 554 866 | 924,49 | ||||
| 2025-07-18 | 13F | BCU Wealth Advisors, LLC | 33 318 | 1 185 | ||||||
| 2025-08-11 | 13F | Semus Wealth Partners LLC | 12 572 | 447 | ||||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 16 101 | 121,62 | 573 | 148,70 | ||||
| 2025-07-01 | 13F | Bush Investment Group, Llc | 44 849 | 1 596 | ||||||
| 2025-07-23 | 13F | True Vision MN LLC | 105 671 | 718,33 | 3 760 | 819,07 | ||||
| 2025-08-13 | 13F | BCJ Capital Management, LLC | 213 753 | 676,30 | 7 605 | 772,13 | ||||
| 2025-08-07 | 13F | Summit X, LLC | 8 665 | 3,20 | 308 | 15,79 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 70 154 | 2 496 | ||||||
| 2025-08-06 | 13F | Stokes Family Office, LLC | 278 434 | 9 907 | ||||||
| 2025-08-11 | 13F | Eq Llc | 269 431 | 9 586 | ||||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 14 985 | 533 | ||||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 1 196 978 | 42 588 | ||||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 230 | 8 | ||||||
| 2025-08-15 | 13F | High Falls Advisors, Inc | 328 914 | 1 398,88 | 11 703 | 1 583,74 | ||||
| 2025-07-18 | 13F | Arcadia Wealth Management, LLC | 9 267 | 2,05 | 330 | 14,63 | ||||
| 2025-08-06 | 13F | Tradewinds, LLC. | 29 913 | 1 064 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 420 | 15 | ||||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 9 099 | 324 | ||||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 8 051 | 286 | ||||||
| 2025-07-29 | 13F | Clearview Wealth Advisors LLC | 25 791 | 918 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 451 729 | 1 557,42 | 16 | |||||
| 2025-07-24 | 13F | MA Private Wealth | 464 733 | 3 212,19 | 16 535 | 3 624,10 | ||||
| 2025-08-05 | 13F | Commonwealth Retirement Investments LLC | 37 273 | 1 326 | ||||||
| 2025-07-17 | 13F | Raleigh Capital Management Inc. | 23 827 | 11 192,42 | 848 | 14 016,67 | ||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 5 628 | 200 | ||||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 251 006 | 459,98 | 8 931 | 528,87 | ||||
| 2025-07-15 | 13F | FLP Wealth Management, LLC | 8 586 | 272 | ||||||
| 2025-07-11 | 13F | My Legacy Advisors, LLC | 61 477 | 450,08 | 2 202 | 522,03 | ||||
| 2025-07-15 | 13F | Signet Financial Management, Llc | 52 236 | 132,92 | 1 859 | 161,69 | ||||
| 2025-07-25 | 13F | Lion Street Advisors, LLC | 11 467 | 408 | ||||||
| 2025-08-01 | 13F | Transcend Wealth Collective, Llc | 29 178 | 1 038 | ||||||
| 2025-07-08 | 13F | Braun-Bostich & Associates Inc. | 73 023 | −0,95 | 2 598 | 11,22 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 1 100 | 39 | ||||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 268 198 | 9 542 | ||||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 77 733 | 80,69 | 2 766 | 102,86 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 132 156 | 4 702 | ||||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 441 726 | 15 717 | ||||||
| 2025-07-25 | 13F | Wells Financial Advisors INC | 1 330 | 47 | ||||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 2 794 | 99 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 1 740 727 | 62 | ||||||
| 2025-07-16 | 13F | ORG Partners LLC | 133 063 | 55,93 | 4 715 | 73,09 | ||||
| 2025-07-07 | 13F | Accelerate Investment Advisors LLC | 15 954 | 568 | ||||||
| 2025-07-18 | 13F | B.O.S.S. Retirement Advisors, LLC | 13 093 | 466 | ||||||
| 2025-07-24 | 13F | MSH Capital Advisors LLC | 7 602 | 270 | ||||||
| 2025-08-06 | 13F | Csenge Advisory Group | 59 297 | 2 020 | ||||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 36 297 | 1 291 | ||||||
| 2025-08-11 | 13F | Tidemark, LLC | 177 053 | 6 300 | ||||||
| 2025-07-29 | 13F | Swmg, Llc | 170 605 | 6 208 | ||||||
| 2025-07-16 | 13F | MKT Advisors LLC | 15 743 | 558 | ||||||
| 2025-07-28 | 13F | WealthPLAN Partners, LLC | 33 996 | 1 210 | ||||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 132 013 | 7,83 | 4 697 | 21,09 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 544 399 | 1 233,69 | 19 370 | 1 397,99 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 721 148 | 282,76 | 25 658 | 329,78 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 43 921 | 1 563 | ||||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Bay Harbor Wealth Management, LLC | 151 613 | 5 394 | ||||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 241 710 | 8 600 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 40 311 | 1 434 | ||||||
| 2025-08-14 | 13F | Colony Group, LLC | 7 531 | 268 | ||||||
| 2025-07-16 | 13F | Embree Financial Group | 7 014 | 250 | ||||||
| 2025-08-12 | 13F | New Republic Capital, LLC | 4 410 | 1 331,82 | 157 | 1 633,33 | ||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 170 537 | 6 068 | ||||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 10 629 | 378 | ||||||
| 2025-08-04 | 13F | Spire Wealth Management | 16 771 | 3 537,96 | 597 | 4 157,14 | ||||
| 2025-07-14 | 13F | Gries Financial Llc | 33 978 | 1 209 | ||||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 72 672 | 253,81 | 2 627 | 304,15 | ||||
| 2025-08-04 | 13F | Family Wealth Group, LLC | 9 655 | 344 | ||||||
| 2025-07-25 | 13F | Gw Henssler & Associates Ltd | 64 441 | 2 293 | ||||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 23 037 | 820 | ||||||
| 2025-08-08 | 13F | Wealth Alliance | 267 511 | 646,57 | 9 518 | 738,59 | ||||
| 2025-08-05 | 13F | Lifeworks Advisors, LLC | 11 221 | 399 | ||||||
| 2025-08-08 | 13F | Security Financial Services, INC. | 328 984 | 128,04 | 11 705 | 156,07 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 540 740 | 2 866,37 | 19 240 | 3 234,32 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 84 291 | 3 103 | ||||||
| 2025-07-25 | 13F | Northwest Capital Management Inc | 14 043 | 500 | ||||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 39 769 | 1 415 | ||||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 294 784 | 10 488 | ||||||
| 2025-08-13 | 13F | Cerity Partners LLC | 5 921 | 211 | ||||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 5 116 | 182 | ||||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 901 | 0,00 | 32 | 28,00 | ||||
| 2025-08-13 | 13F | Cary Street Partner Investment Advisory Llc | 7 173 | 255 | ||||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 52 118 | 1 854 | ||||||
| 2025-08-11 | 13F | Theory Financial Llc | 62 262 | 529,86 | 2 251 | 618,85 | ||||
| 2025-05-14 | 13F | Huntington National Bank | 27 | |||||||
| 2025-08-11 | 13F | Resurgent Financial Advisors LLC | 14 925 | 531 | ||||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 13 183 | 469 | ||||||
| 2025-07-22 | 13F | Kickstand Ventures, Llc. | 13 745 | 489 | ||||||
| 2025-08-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 16 538 | 1 | ||||||
| 2025-07-22 | 13F | Duncan Williams Asset Management, LLC | 13 745 | 489 | ||||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 43 338 | 1 542 | ||||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 13 781 | 490 | ||||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 7 859 | 249 | ||||||
| 2025-07-29 | 13F | ShoreHaven Wealth Partners, LLC | 194 179 | 5,27 | 6 909 | 18,19 | ||||
| 2025-08-14 | 13F | Gallagher Fiduciary Advisors, LLC | 11 486 | 409 | ||||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 76 452 | 2 720 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 545 662 | 587,59 | 19 372 | 670,56 | ||||
| 2025-08-25 | 13F | Fulcrum Equity Management | 8 874 | 316 | ||||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 15 518 | 552 | ||||||
| 2025-07-14 | 13F | Buttonwood Financial Group, LLC | 382 512 | 170,24 | 13 648 | 217,82 | ||||
| 2025-07-10 | 13F | Sharkey, Howes & Javer | 447 484 | 559,81 | 15 921 | 640,86 | ||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 16 487 | 587 | ||||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 42 500 | 1 512 | ||||||
| 2025-08-12 | 13F | Maripau Wealth Management Llc | 20 740 | 737 | ||||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 7 552 | 269 | ||||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 89 533 | 3 186 | ||||||
| 2025-07-23 | 13F | Avantra Family Wealth, Inc. | 15 993 | 569 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 2 522 347 | 89 745 | ||||||
| 2025-07-23 | 13F | Tyche Wealth Partners LLC | 35 623 | 1 267 | ||||||
| 2025-07-14 | 13F | Cobblestone Asset Management LLC | 119 874 | 4 265 | ||||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 58 622 | 2 086 | ||||||
| 2025-07-07 | 13F | Centurion Wealth Management LLC | 60 124 | 2 139 | ||||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 12 751 | 454 | ||||||
| 2025-07-31 | 13F | TSA Wealth Managment LLC | 158 438 | 1 224,18 | 5 637 | 1 387,34 | ||||
| 2025-08-05 | 13F | 5T Wealth, LLC | 25 225 | 898 | ||||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 252 683 | 966,40 | 8 990 | 1 098,67 | ||||
| 2025-08-06 | 13F | Regimen Wealth, Llc | 33 461 | 1 191 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 907 617 | 516,65 | 32 | 700,00 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 137 324 | 9 496,37 | 4 886 | 10 757,78 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 197 681 | 7 033 | ||||||
| 2025-07-22 | 13F | Sutton Place Investors Llc | 26 994 | 960 | ||||||
| 2025-08-01 | 13F | May Hill Capital, LLC | 49 485 | 1 761 | ||||||
| 2025-08-14 | 13F | Sentinus, LLC | 170 763 | 6 076 | ||||||
| 2025-08-06 | 13F | Quadrant Private Wealth Management, LLC | 118 769 | 8,95 | 4 226 | 22,32 | ||||
| 2025-08-13 | 13F | JT Stratford LLC | 11 859 | 422 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 71 581 | 2 547 | ||||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 2 315 | 331,90 | 82 | 412,50 | ||||
| 2025-05-07 | 13F | Spectrum Wealth Counsel, LLC | 7 749 | 246 | ||||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 78 196 | 2 782 | ||||||
| 2025-07-29 | 13F | Goldstein Advisors, LLC | 546 505 | 19 445 | ||||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 7 094 | 252 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 854 164 | 986,57 | 30 391 | 1 120,03 | ||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 24 998 | 889 | ||||||
| 2025-07-21 | 13F | Ascent Group, LLC | 708 623 | 1 123,28 | 25 213 | 1 273,95 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 289 | 10 | ||||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 38 704 | 1 377 | ||||||
| 2025-07-15 | 13F | Spectrum Planning & Advisory Services Inc. | 66 682 | 2 373 | ||||||
| 2025-07-22 | 13F | PUREfi Wealth, LLC | 8 286 | 295 | ||||||
| 2025-07-23 | 13F | Heck Capital Advisors, LLC | 43 398 | 1 544 | ||||||
| 2025-08-13 | 13F | Elios Financial Group Inc. | 23 267 | 828 | ||||||
| 2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 371 923 | 490,70 | 13 | 1 200,00 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 1 890 | 0,00 | 67 | 11,86 | ||||
| 2025-07-30 | 13F | LGT Financial Advisors LLC | 15 526 | 41,08 | 552 | 58,62 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 47 621 954 | 1 118,97 | 1 694 389 | 1 268,61 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 122 059 | 4 343 | ||||||
| 2025-08-04 | 13F | Assetmark, Inc | 173 488 | 35,42 | 6 173 | 52,06 | ||||
| 2025-07-16 | 13F | Magnus Financial Group LLC | 10 375 | 369 | ||||||
| 2025-08-12 | 13F | Richmond Investment Services, LLC | 14 575 | 519 | ||||||
| 2025-07-25 | 13F | ONE Advisory Partners, LLC | 212 402 | 1 063,46 | 7 672 | 1 227,16 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 186 556 | 6 735 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 401 | 14 | ||||||
| 2025-08-06 | 13F | Stone House Investment Management, LLC | 374 000 | 1 212,83 | 13 307 | 1 375,17 | ||||
| 2025-08-13 | 13F | Keystone Financial Group | 200 164 | 7 122 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 2 159 305 | 820,24 | 76 828 | 933,33 | ||||
| 2025-08-13 | 13F | Maia Wealth LLC | 105 293 | 3 746 | ||||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 238 923 | 8 501 | ||||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 23 323 | 826 | ||||||
| 2025-08-07 | 13F | PFG Advisors | 59 261 | 580,85 | 2 109 | 666,55 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 13 881 | 0 | ||||||
| 2025-07-17 | 13F | Tempus Wealth Planning, LLC | 17 660 | 628 | ||||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 7 607 | 0 | ||||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 6 602 | 235 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 10 021 047 | 241,45 | 356 549 | 283,36 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 3 780 884 | 831,88 | 135 | 1 016,67 | ||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 481 357 | 49,20 | 17 127 | 67,52 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 5 889 | 210 | ||||||
| 2025-08-05 | 13F | Tsfg, Llc | 139 432 | 5 | ||||||
| 2025-07-17 | 13F | Kelly Financial Services LLC | 271 960 | 348,93 | 9 676 | 404,22 | ||||
| 2025-07-18 | 13F | Swp Financial Llc | 105 294 | 3 746 | ||||||
| 2025-07-21 | 13F | Triad Wealth Partners, LLC | 197 135 | 7 014 | ||||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 100 | 4 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 124 601 | 1 317,21 | 4 433 | 1 494,60 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 6 658 | 238 | ||||||
| 2025-07-22 | 13F | Aspire Private Capital, LLC | 16 796 | 598 | ||||||
| 2025-07-21 | 13F | Ashton Thomas Securities, Llc | 84 468 | 3 005 | ||||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 20 420 | 752 | ||||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 1 333 | −24,09 | 47 | −14,55 | ||||
| 2025-07-09 | 13F | Beacon Financial Group | 185 027 | 6 583 | ||||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 12 248 | 436 | ||||||
| 2025-07-07 | 13F | RDA Financial Network | 17 246 | 614 | ||||||
| 2025-08-08 | 13F | KM Capital Management Ltd. | 147 787 | −14,99 | 5 258 | −4,54 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 21 391 | 761 | ||||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 13 671 | 75,79 | 0 | |||||
| 2025-07-31 | 13F | Fedenia Advisers LLC | 16 341 | 581 | ||||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 629 | 686,25 | 23 | 1 000,00 | ||||
| 2025-08-11 | 13F | Sofi Wealth, Llc | 1 884 208 | 67 040 | ||||||
| 2025-08-15 | 13F | Lantern Wealth Advisors, LLC | 12 567 | 447 | ||||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 224 115 | 973,55 | 7 974 | 1 106,35 | ||||
| 2025-08-07 | 13F | Keystone Financial Services | 239 843 | 8 534 | ||||||
| 2025-08-14 | 13F | Icon Wealth Advisors, LLC | 517 346 | 444,20 | 18 407 | 511,12 | ||||
| 2025-07-16 | 13F | Lloyd Advisory Services, LLC. | 8 764 | 1,86 | 312 | 14,34 | ||||
| 2025-07-25 | 13F | Midwest Capital Advisors, LLC | 187 038 | 6 655 | ||||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 57 574 | 2 048 | ||||||
| 2025-08-05 | 13F | Claro Advisors LLC | 130 555 | 727,55 | 4 645 | 830,86 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 977 499 | 34 779 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 58 903 | 288,88 | 2 096 | 336,46 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 561 507 | 1 889,54 | 19 978 | 2 134,68 | ||||
| 2025-08-13 | 13F | Kilter Group LLC | 197 367 | 7 022 | ||||||
| 2025-08-01 | 13F | Austin Private Wealth, LLC | 753 803 | 26 820 | ||||||
| 2025-08-11 | 13F | Actinver Wealth Management, Inc. | 8 539 | 304 | ||||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 14 838 | 528 | ||||||
| 2025-07-08 | 13F | Ehrlich Financial Group | 79 777 | 696,10 | 2 838 | 795,27 | ||||
| 2025-08-14 | 13F | Comerica Bank | 17 672 | 586,29 | 629 | 675,31 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Balance Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Catalina Capital Group, LLC | 14 371 | 511 | ||||||
| 2025-08-13 | 13F | Hobbs Wealth Management, LLC | 117 205 | 4 170 | ||||||
| 2025-07-07 | 13F | Retirement Wealth Solutions LLC | 53 663 | 149,55 | 1 909 | 180,32 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 63 351 | 2 254 | ||||||
| 2025-07-11 | 13F | Lantz Financial LLC | 54 575 | 1 942 | ||||||
| 2025-07-29 | 13F | Private Trust Co Na | 10 171 | 4 523,18 | 362 | 5 916,67 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 32 796 | 1 167 | ||||||
| 2025-07-22 | 13F | Team Financial Group, LLC | 1 597 | 57 | ||||||
| 2025-07-30 | 13F | Brookstone Capital Management | 150 637 | 5 360 | ||||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 898 | 28 | ||||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 1 627 | 58 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 183 971 | 302,56 | 6 546 | 348,59 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 23 515 | 837 | ||||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 1 404 215 | 680,02 | 49 962 | 775,89 | ||||
| 2025-07-23 | 13F | Steel Peak Wealth Management LLC | 378 627 | 13 472 | ||||||
| 2025-08-14 | 13F | Pinnacle Family Advisors, LLC | 6 305 | 224 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Herold Advisors, Inc. | 9 143 | 1,48 | 325 | 14,04 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 826 281 | 91,53 | 29 399 | 115,05 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 31 220 | 366,53 | 1 111 | 423,58 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 132 561 | 1 844,85 | 4 718 | 2 178,74 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 4 752 | 4 850,00 | 169 | 5 533,33 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 8 935 | 318 | ||||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 23 682 | 187,89 | 843 | 223,85 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 213 618 | 7 601 | ||||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 5 958 | 212 | ||||||
| 2025-08-14 | 13F | Fmr Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Gen-Wealth Partners Inc | 104 382 | 310,52 | 3 714 | 361,24 | ||||
| 2025-08-07 | 13F | Apeiron RIA LLC | 140 887 | 5 013 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 51 080 | 104 144,90 | 1 817 | 181 600,00 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 11 960 | 426 | ||||||
| 2025-07-24 | 13F | KC Investment Advisors, LLC | 42 346 | 1 507 | ||||||
| 2025-08-12 | 13F | WealthTrak Capital Management LLC | 21 985 | 782 | ||||||
| 2025-08-07 | 13F | W Advisors, Llc | 17 386 | 619 | ||||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 150 259 | 1 020,67 | 5 346 | 1 160,85 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 40 003 | 164,20 | 1 423 | 197,08 | ||||
| 2025-08-14 | 13F | LifePlan Investment Advisors, Inc. | 30 734 | 1 094 | ||||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 40 300 | −8,40 | 1 434 | 2,80 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 22 677 | 807 | ||||||
| 2025-07-09 | 13F | Lifelong Wealth Advisors, Inc. | 77 372 | 2 753 | ||||||
| 2025-07-24 | 13F | JB Capital LLC | 1 613 221 | 57 398 | ||||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 30 688 | 195,30 | 1 092 | 231,61 | ||||
| 2025-07-22 | 13F | Ffg Retirement Advisors Llc | 27 260 | 970 | ||||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 44 | 2 | ||||||
| 2025-07-24 | 13F | Vantage Point Financial LLC | 26 941 | 959 | ||||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 331 604 | 730,96 | 11 798 | 833,39 | ||||
| 2025-08-12 | 13F | Absolute Capital Management, LLC | 19 087 | 679 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 2 770 784 | 1 337,73 | 98 585 | 1 514,28 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 128 812 | 4 583 | ||||||
| 2025-07-28 | 13F | Cypress Wealth Services, LLC | 189 973 | 6 759 | ||||||
| 2025-08-11 | 13F | Wealthgarden F.s. Llc | 37 223 | 19,55 | 1 346 | 36,41 | ||||
| 2025-07-24 | 13F | Certus Wealth Management, LLC | 78 328 | 2 787 | ||||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 333 741 | 689,10 | 11 875 | 786,12 | ||||
| 2025-07-18 | 13F | SigFig Wealth Management, LLC | 112 823 | 1 455,54 | 3 994 | 1 651,75 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 1 055 592 | 37 558 | ||||||
| 2025-08-06 | 13F | Hoxton Planning & Management, LLC | 57 948 | 2 062 | ||||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 58 130 | 2 068 | ||||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 143 031 | 5 089 | ||||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 160 | 0,00 | 6 | 0,00 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 13 795 | 655,48 | 491 | 759,65 | ||||
| 2025-08-27 | 13F | Barnes Wealth Management Group, Inc | 36 335 | 1 293 | ||||||
| 2025-07-22 | 13F | BridgePort Financial Solutions, LLC | 26 776 | 953 | ||||||
| 2025-07-31 | 13F/A | Interchange Capital Partners, LLC | 31 907 | 1 131 | ||||||
| 2025-07-24 | 13F | M1 Capital Management LLC | 95 909 | 3 412 | ||||||
| 2025-08-13 | 13F | Mcmorgan & Co Llc | 583 143 | −1,24 | 20 748 | 10,89 | ||||
| 2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 121 458 | 1 190,73 | 4 321 | 1 350,00 | ||||
| 2025-07-24 | 13F | Eastern Bank | 80 | 3 | ||||||
| 2025-07-17 | 13F | One Wealth Advisors, LLC | 280 600 | 389,65 | 9 984 | 449,72 | ||||
| 2025-08-07 | 13F | Nwam Llc | 31 136 | 237,33 | 1 128 | 286,30 | ||||
| 2025-08-11 | 13F | Copperleaf Capital, LLC | 6 059 | 216 | ||||||
| 2025-08-11 | 13F | Citigroup Inc | 2 | 0 | ||||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 70 843 | 29,90 | 2 574 | 48,70 | ||||
| 2025-07-18 | 13F | Cooper Financial Group | 6 509 | 232 | ||||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 30 951 | 1 101 | ||||||
| 2025-08-01 | 13F | Liberty Wealth Management Llc | 92 248 | 3 282 | ||||||
| 2025-08-13 | 13F | Shepherd Financial Partners LLC | 338 479 | 12 043 | ||||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 4 590 625 | 1 493,08 | 163 334 | 1 688,79 | ||||
| 2025-08-06 | 13F | One Wealth Capital Management, Llc | 95 742 | 244,47 | 3 406 | 287,05 | ||||
| 2025-08-05 | 13F | BCGM Wealth Management, LLC | 140 101 | 1 160,69 | 4 985 | 1 315,91 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 148 997 | 811,74 | 5 301 | 925,34 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 2 003 | 71 | ||||||
| 2025-08-11 | 13F | Mosaic Advisors LLC | 9 143 | 325 | ||||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 118 318 | 1 163,54 | 4 220 | 1 330,51 | ||||
| 2025-07-24 | 13F | Endeavor Private Wealth, Inc. | 81 288 | 2 892 | ||||||
| 2025-08-13 | 13F | West Wealth Group, LLC | 372 742 | 269,74 | 13 519 | 320,11 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 154 527 | 5 498 | ||||||
| 2025-08-12 | 13F | Argent Trust Co | 6 085 | 217 | ||||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 42 294 | 1 340 | ||||||
| 2025-08-05 | 13F | Hutchens & Kramer Investment Management Group, LLC | 12 926 | 458 |
