Grundläggande statistik
| Institutionella ägare | 276 total, 276 long only, 0 short only, 0 long/short - change of −7,05% MRQ |
| Genomsnittlig portföljallokering | 0.6261 % - change of −24,27% MRQ |
| Institutionella aktier (lång) | 98 555 616 (ex 13D/G) - change of −19,74MM shares −16,68% MRQ |
| Institutionellt värde (lång) | $ 2 350 147 USD ($1000) |
Institutionellt ägande och aktieägare
First Trust Exchange-Traded Fund VIII - First Trust TCW Unconstrained Plus Bond ETF (US:UCON) har 276 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 98,555,616 aktier. Största aktieägare inkluderar LPL Financial LLC, Morgan Stanley, Wells Fargo & Company/mn, Royal Bank Of Canada, Bank Of America Corp /de/, Ameriprise Financial Inc, Harbour Investments, Inc., HighTower Advisors, LLC, Envestnet Asset Management Inc, and Raymond James Financial Inc .
First Trust Exchange-Traded Fund VIII - First Trust TCW Unconstrained Plus Bond ETF (ARCA:UCON) 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 25,24 / share. Previously, on September 16, 2024, the share price was 25,25 / share. This represents a decline of 0,04% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-28 | 13F | Lunt Capital Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | PFG Advisors | 288 901 | 6,65 | 7 191 | 7,25 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 4 588 | 2 289,58 | 114 | 2 750,00 | ||||
| 2025-08-14 | 13F | Clg Llc | 35 276 | −45,64 | 878 | −45,33 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 16 733 | 416 | ||||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 27 319 | 45,09 | 680 | 45,71 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 9 460 | −95,78 | 235 | −95,76 | ||||
| 2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 290 312 | −4,67 | 7 226 | −4,14 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Sumitomo Mitsui Financial Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-05-09 | 13F | Citizens Financial Group Inc/ri | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 8 932 | −14,05 | 222 | −13,62 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 30 819 | −27,29 | 767 | −26,88 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 435 319 | −6,10 | 10 835 | −5,57 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 17 332 | −29,96 | 431 | −29,74 | ||||
| 2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 8 705 | −35,30 | 217 | −35,14 | ||||
| 2025-07-23 | 13F | Bellevue Asset Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | EdgeRock Capital LLC | 656 393 | −3,90 | 16 344 | −3,32 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 0 | −100,00 | 0 | |||||
| 2025-07-01 | 13F | Park National Corp /oh/ | 743 574 | −15,92 | 18 508 | −15,44 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 20 654 | 8,65 | 514 | 9,36 | ||||
| 2025-07-23 | 13F | Steel Peak Wealth Management LLC | 11 736 | −7,47 | 292 | −6,71 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 275 756 | −2,56 | 6 864 | −2,01 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 756 286 | −14,01 | 18 824 | −13,52 | ||||
| 2025-04-28 | 13F | Great Point Wealth Advisors, LLC | 699 400 | 26,55 | 17 310 | 27,07 | ||||
| 2025-07-25 | 13F | Commonwealth Financial Services, LLC | 692 946 | −2,99 | 17 247 | −2,44 | ||||
| 2025-08-14 | 13F | Comerica Bank | 64 314 | −37,76 | 1 601 | −37,43 | ||||
| 2025-07-14 | 13F | Capital CS Group, LLC | 90 199 | −7,23 | 2 245 | −6,69 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 113 226 | 103,35 | 3 | 100,00 | ||||
| 2025-07-15 | 13F | McCarthy & Cox | 53 731 | −92,75 | 1 337 | −92,71 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 1 614 739 | 2,55 | 40 192 | 3,13 | ||||
| 2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 196 457 | −7,04 | 4 890 | −6,14 | ||||
| 2025-05-06 | 13F | Madison Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | SlateStone Wealth, LLC | 384 965 | −7,50 | 10 | −10,00 | ||||
| 2025-08-14 | 13F | Bramshill Investments, LLC | 60 000 | −66,67 | 1 493 | −66,49 | ||||
| 2025-08-04 | 13F | Merkkuri Wealth Advisors LLC | 14 969 | −2,99 | 373 | −2,36 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 44 122 | −15,21 | 1 098 | −14,69 | ||||
| 2025-08-13 | 13F | Truvestments Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | EWG Elevate Inc. | 65 879 | −0,59 | 1 640 | −0,06 | ||||
| 2025-04-07 | 13F | GoalVest Advisory LLC | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Morgan Stanley | 7 197 054 | −0,71 | 179 135 | −0,15 | ||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 276 854 | 116,76 | 6 891 | 117,97 | ||||
| 2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 12 186 | 20,96 | 303 | 21,69 | ||||
| 2025-08-27 | NP | FFSAX - Touchstone Flexible Income Fund Class A | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-16 | 13F | MBE Wealth Management, LLC | 43 830 | −62,85 | 1 091 | −62,67 | ||||
| 2025-07-16 | 13F | Octavia Wealth Advisors, LLC | 11 011 | −0,16 | 274 | 0,74 | ||||
| 2025-08-12 | 13F | Entruity Wealth, LLC | 225 970 | 6,51 | 5 624 | 7,12 | ||||
| 2025-08-14 | 13F | Stonehaven Wealth & Tax Solutions, Llc | 245 652 | 3,16 | 6 114 | 3,75 | ||||
| 2025-08-06 | 13F | Tradewinds, LLC. | 14 969 | 373 | ||||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 0 | −100,00 | 0 | |||||
| 2025-04-09 | 13F | Quad-Cities Investment Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Blackhawk Capital Partners LLC. | 29 644 | 6,06 | 738 | 6,66 | ||||
| 2025-08-11 | 13F | Root Financial Partners, LLC | 9 610 | −60,46 | 239 | −60,23 | ||||
| 2025-07-29 | 13F | Fundamentun, Llc | 221 271 | 28,50 | 5 507 | 29,24 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 571 257 | −4,21 | 14 219 | −3,67 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 66 051 | −6,89 | 1 644 | −6,32 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Titleist Asset Management, Llc | 8 195 | 204 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 55 264 | −11,49 | 1 376 | −11,00 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 53 635 | 4,14 | 1 335 | 4,71 | ||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 33 589 | −3,68 | 836 | −3,13 | ||||
| 2025-07-10 | 13F | Redhawk Wealth Advisors, Inc. | 189 841 | −35,66 | 4 725 | −35,29 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 17 611 | −6,12 | 438 | −5,19 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 838 239 | 3,40 | 20 864 | 3,98 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 21 808 | −93,34 | 543 | −93,31 | ||||
| 2025-07-24 | 13F | Etesian Wealth Advisors, Inc. | 507 151 | 11,13 | 12 623 | 11,75 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 19 747 | 2,56 | 492 | 3,15 | ||||
| 2025-08-15 | 13F | Puff Wealth Management, Llc | 78 557 | −5,13 | 1 955 | −4,59 | ||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 75 881 | −22,23 | 1 889 | −21,79 | ||||
| 2025-08-13 | 13F | BlackDiamond Wealth Management Inc. | 161 576 | −2,03 | 4 020 | −1,23 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 778 630 | 18,59 | 19 380 | 19,26 | ||||
| 2025-07-23 | 13F | RiverTree Advisors, LLC | 8 699 | −40,81 | 217 | −40,50 | ||||
| 2025-08-13 | 13F | Maia Wealth LLC | 20 250 | −1,93 | 504 | −0,59 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 16 262 | 1,33 | 0 | |||||
| 2025-08-28 | 13F/A | Tolleson Wealth Management, Inc. | 328 915 | 15,72 | 8 187 | 16,38 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 70 319 | −4,88 | 1 750 | −4,32 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Christopher J. Hasenberg, Inc | 30 926 | −97,62 | 770 | −97,61 | ||||
| 2025-08-06 | 13F | OneAscent Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 33 399 | 831 | ||||||
| 2025-05-15 | 13F | Williams & Novak, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 189 612 | −64,20 | 4 719 | −64,00 | ||||
| 2025-08-11 | 13F | Morling Financial Advisors, LLC | 16 869 | −98,67 | 420 | −98,67 | ||||
| 2025-07-29 | 13F | AssuredPartners Investment Advisors, LLC | 45 250 | −63,94 | 1 126 | −63,74 | ||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | First Pacific Financial | 3 396 | −98,94 | 85 | −98,94 | ||||
| 2025-07-29 | 13F | Financial Futures Ltd Liability Co. | 54 763 | −87,18 | 1 363 | −87,11 | ||||
| 2025-05-14 | 13F | First Trust Advisors Lp | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 166 175 | −49,03 | 4 136 | −48,72 | ||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 430 203 | −61,18 | 10 708 | −60,96 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 432 079 | 7,21 | 10 754 | 7,82 | ||||
| 2025-07-29 | 13F | Huntleigh Advisors, Inc. | 15 932 | 16,84 | 397 | 17,51 | ||||
| 2025-08-07 | 13F | Lakeridge Wealth Management LLC | 24 862 | 0,00 | 619 | 0,49 | ||||
| 2025-04-24 | 13F | Elevated Capital Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | HCR Wealth Advisors | 29 818 | 147,39 | 742 | 148,99 | ||||
| 2025-07-24 | 13F | Live Oak Investment Partners | 296 599 | 7 382 | ||||||
| 2025-07-15 | 13F | Axis Wealth Partners, LLC | 12 067 | 4,20 | 300 | 4,90 | ||||
| 2025-07-22 | 13F | Ellenbecker Investment Group | 22 056 | −39,56 | 549 | −39,31 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 462 516 | −3,74 | 11 512 | −3,20 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 387 317 | 1,44 | 9 640 | 2,02 | ||||
| 2025-07-29 | 13F | Balboa Wealth Partners | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Maseco Llp | 1 647 | 41 | ||||||
| 2025-07-18 | 13F | Philip James Wealth Mangement, LLC | 319 333 | 0,50 | 7 948 | 1,08 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 660 003 | −6,11 | 16 427 | −5,58 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 1 816 | 0,00 | 45 | 2,27 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 12 413 | 0,05 | 308 | 0,98 | ||||
| 2025-07-30 | 13F | TFB Advisors LLC | 15 798 | −7,16 | 393 | −6,65 | ||||
| 2025-05-09 | 13F | GeoWealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Mather Group, Llc. | 289 129 | 0,85 | 7 196 | 1,42 | ||||
| 2025-07-14 | 13F | Signature Securities Group Corporation | 23 110 | −3,49 | 575 | −2,87 | ||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 743 443 | 1,00 | 18 504 | 1,57 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 587 966 | 1,18 | 14 634 | 1,75 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 34 727 | −74,94 | 864 | −74,80 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 15 103 | −24,67 | 376 | −24,40 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 670 798 | 0,93 | 16 696 | 1,50 | ||||
| 2025-08-11 | 13F | Mach-1 Financial Group, Inc. | 363 819 | 14,98 | 9 055 | 15,63 | ||||
| 2025-08-14 | 13F | Sequent Planning LLC | 107 667 | 2,15 | 2 680 | 2,72 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 395 267 | 40,36 | 10 | 50,00 | ||||
| 2025-07-17 | 13F | Oakworth Capital, Inc. | 237 | 0,00 | 6 | 0,00 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 16 797 | 4,99 | 418 | 5,82 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 117 571 | 38,84 | 2 919 | 39,33 | ||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 48 343 | −28,08 | 1 203 | −27,66 | ||||
| 2025-08-07 | 13F | Sollinda Capital Management LLC | 92 374 | 2 299 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 1 610 565 | −19,41 | 40 087 | −18,95 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 447 389 | 95,52 | 11 136 | 96,63 | ||||
| 2025-07-25 | 13F | Wealth Advisory Team LLC | 314 692 | 7 833 | ||||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 275 478 | −1,37 | 6 857 | −0,81 | ||||
| 2025-04-29 | 13F | Pensionmark Financial Group, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Chilton Capital Management Llc | 3 295 | 82 | ||||||
| 2025-08-04 | 13F | Impact Partnership Wealth, LLC | 33 184 | 16,73 | 826 | 17,35 | ||||
| 2025-08-12 | 13F | Indie Asset Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Beckerman Institutional, LLC | 15 007 | −63,56 | 0 | −100,00 | ||||
| 2025-07-30 | 13F | Retirement Planning Group | 57 423 | −53,48 | 1 429 | −53,21 | ||||
| 2025-08-01 | 13F | Winebrenner Capital Management Llc | 26 352 | 0,02 | 656 | 0,46 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 9 018 | 9,16 | 224 | 9,80 | ||||
| 2025-07-09 | 13F | GSG Advisors LLC | 248 414 | −1,04 | 6 183 | −0,03 | ||||
| 2025-08-14 | 13F | Harvest Investment Services, LLC | 28 313 | −1,13 | 705 | −0,56 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 83 | 0,00 | 0 | |||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 132 105 | −23,23 | 3 288 | −22,80 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 61 926 | −1,97 | 1 541 | −1,41 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 120 619 | −52,01 | 3 002 | −51,74 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 25 325 | −4,04 | 630 | −3,52 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 1 562 | 39 | ||||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 173 543 | −4,30 | 4 319 | −3,74 | ||||
| 2025-07-08 | 13F | GK Wealth Management LLC | 13 198 | −14,13 | 328 | −13,68 | ||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 225 734 | 9,06 | 5 619 | 9,68 | ||||
| 2025-07-15 | 13F | Total Wealth Planning, Llc | 17 605 | 7,35 | 438 | 8,15 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 137 710 | −3,28 | 3 428 | −2,75 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 663 387 | 153,07 | 16 512 | 154,52 | ||||
| 2025-08-11 | 13F | Elequin Capital Lp | 15 763 | −94,23 | 392 | −94,20 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 34 530 | 202,52 | 859 | 204,61 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 1 285 879 | −37,21 | 32 | −36,00 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 2 208 213 | −19,46 | 54 962 | −19,00 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 11 116 589 | −10,47 | 276 692 | −9,96 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 4 075 466 | 6,71 | 101 438 | 7,31 | ||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 161 679 | 55,51 | 4 024 | 56,39 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 41 119 | −6,31 | 1 023 | −5,80 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 123 | 515,00 | 3 | |||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 723 | 99,17 | 0 | |||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 15 210 | 5,62 | 0 | |||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 148 140 | −3,57 | 3 687 | −3,02 | ||||
| 2025-08-06 | 13F | Bensler, LLC | 957 606 | 12,65 | 23 835 | 13,28 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 353 222 | −21,10 | 8 792 | −20,66 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 76 | −3,80 | 2 | −88,89 | ||||
| 2025-07-14 | 13F | Iams Wealth Management, Llc | 16 773 | −14,18 | 417 | −13,66 | ||||
| 2025-07-07 | 13F | TruWealth Advisors, LLC | 731 742 | 0,11 | 18 213 | 0,67 | ||||
| 2025-05-08 | 13F | Armis Advisers, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 432 123 | −0,86 | 10 756 | −0,30 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 86 930 | −20,92 | 2 164 | −20,48 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 641 901 | −12,49 | 15 977 | −11,99 | ||||
| 2025-07-17 | 13F | XML Financial, LLC | 308 674 | 0,10 | 7 683 | 0,66 | ||||
| 2025-07-21 | 13F | Clarity Capital Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 10 273 | −54,93 | 256 | −54,79 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 4 665 | 52,40 | 115 | 52,00 | ||||
| 2025-08-04 | 13F | Migdal Insurance & Financial Holdings Ltd. | 4 080 | 0,00 | 0 | |||||
| 2025-07-15 | 13F | McAdam, LLC | 10 148 | −5,27 | 253 | −4,91 | ||||
| 2025-08-04 | 13F | Capital Performance Advisors Llp | 323 256 | 36,56 | 8 046 | 37,33 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 32 261 | 18,40 | 803 | 19,52 | ||||
| 2025-07-09 | 13F | Inspirion Wealth Advisors, Llc | 18 907 | −5,33 | 471 | −4,86 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 160 468 | −5,71 | 3 994 | −5,15 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 324 944 | 8,90 | 8 088 | 9,51 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 522 902 | 0,13 | 13 015 | 0,70 | ||||
| 2025-05-15 | 13F | Hrt Financial Lp | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Chiron Capital Management, Llc | 13 162 | −23,31 | 328 | −22,88 | ||||
| 2025-07-30 | 13F | Chokshi & Queen Wealth Advisors, Inc | 12 367 | 16,82 | 308 | 17,18 | ||||
| 2025-08-05 | 13F | Lord & Richards Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 31 269 | −3,59 | 1 | |||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 152 345 | 9,75 | 4 | 0,00 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 638 582 | 10,18 | 15 894 | 10,81 | ||||
| 2025-08-01 | 13F | Brinker Capital Investments, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 1 | −98,82 | 0 | −100,00 | ||||
| 2025-08-07 | 13F | Fagan Associates, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 47 969 | 0,50 | 1 194 | 1,02 | ||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 79 504 | 0,03 | 1 979 | 0,56 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 4 058 | −31,51 | 101 | −31,51 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 378 | 9 | ||||||
| 2025-08-05 | 13F | Navalign, LLC | 546 058 | −4,86 | 13 591 | −4,32 | ||||
| 2025-08-06 | 13F | Horan Securities, Inc. | 20 416 | 3,34 | 508 | 4,10 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 240 141 | 6,57 | 5 977 | 7,17 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 5 297 031 | 3,71 | 131 843 | 4,30 | ||||
| 2025-08-14 | 13F | Certified Advisory Corp | 350 088 | −2,25 | 8 714 | −1,69 | ||||
| 2025-07-15 | 13F | tru Independence LLC | 13 765 | −13,54 | 343 | −13,20 | ||||
| 2025-07-17 | 13F | Wagner Wealth Management, Llc | 805 495 | −63,66 | 20 049 | −63,45 | ||||
| 2025-08-13 | 13F | Virtue Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 470 634 | 2,52 | 11 676 | 2,94 | ||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 276 854 | 83,17 | 6 891 | 84,52 | ||||
| 2025-05-15 | 13F | National Wealth Management Group, LLC | 10 357 | −6,38 | 256 | −5,88 | ||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 353 683 | −6,81 | 8 803 | −5,90 | ||||
| 2025-08-12 | 13F | Spectrum Wealth Advisory Group, LLC | 683 331 | 79,41 | 17 008 | 80,44 | ||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 11 793 | 294 | ||||||
| 2025-09-03 | 13F | Q3 Asset Management | 17 486 | −19,42 | 0 | |||||
| 2025-04-08 | 13F | Private Client Services, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 13 291 | 0,99 | 331 | 1,53 | ||||
| 2025-07-30 | 13F | Bleakley Financial Group, LLC | 280 562 | 3,75 | 6 983 | 4,33 | ||||
| 2025-08-11 | 13F | Hexagon Capital Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 319 168 | 4,55 | 7 944 | 5,15 | ||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 8 341 | 0,99 | 208 | 1,47 | ||||
| 2025-07-08 | 13F | Goldstone Financial Group, LLC | 287 618 | −2,05 | 7 147 | −1,65 | ||||
| 2025-05-01 | 13F | Grant/GrossMendelsohn, LLC | 11 386 | 0,00 | 281 | 0,36 | ||||
| 2025-04-14 | 13F | CGC Financial Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | PKS Advisory Services, LLC | 72 278 | 45,85 | 1 799 | 46,66 | ||||
| 2025-08-11 | 13F | CBIZ Investment Advisory Services, LLC | 601 | 0,84 | 15 | 0,00 | ||||
| 2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 44 162 | 26,25 | 1 099 | 27,05 | ||||
| 2025-07-28 | 13F | Holistic Planning, LLC | 16 662 | 7,72 | 415 | 8,38 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 1 255 258 | 20,63 | 31 | 24,00 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 1 246 483 | 5,24 | 30 801 | 5,62 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 51 887 | 7,82 | 1 | 0,00 | ||||
| 2025-04-30 | 13F | CFO4Life Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 3 987 | 365,77 | 99 | 371,43 | ||||
| 2025-08-15 | 13F | Keel Point, LLC | 202 658 | −0,22 | 5 044 | 0,36 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 136 313 | 12,10 | 3 393 | 12,73 | ||||
| 2025-05-12 | 13F | Benjamin Edwards Inc | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 467 120 | −4,63 | 11 627 | −4,09 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 931 | 0,00 | 23 | 0,00 | ||||
| 2025-07-31 | 13F | AlTi Global, Inc. | 0 | −100,00 | 0 | |||||
| 2025-04-23 | 13F | GHP Investment Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Chris Bulman Inc | 18 130 | 2,80 | 451 | 3,44 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 221 001 | 0,61 | 5 510 | 2,08 | ||||
| 2025-05-07 | 13F | N.E.W. Advisory Services LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 149 890 | −70,24 | 3 732 | −70,08 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 386 294 | −4,53 | 9 615 | −3,99 | ||||
| 2025-05-14 | 13F | Per Stirling Capital Management, LLC. | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 66 177 | 25,69 | 1 647 | 26,40 | ||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 389 311 | 776,39 | 12 380 | 1 026,48 | ||||
| 2025-05-14 | 13F | Change Path, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Stonebridge Financial Planning Group, LLC | 60 645 | 37,26 | 1 509 | 38,06 | ||||
| 2025-07-24 | 13F | Bernard Wealth Management Corp. | 110 | 0,00 | 3 | 0,00 | ||||
| 2025-04-10 | 13F | Freedom Financial Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-07-03 | 13F | TrueWealth Advisors, LLC | 236 886 | 18,68 | 5 896 | 19,35 | ||||
| 2025-07-07 | 13F | O'Connor Financial Group LLC | 0 | −100,00 | 0 | |||||
| 2025-05-14 | 13F | Orion Portfolio Solutions, LLC | 8 153 | 0,00 | 201 | 0,00 | ||||
| 2025-07-25 | 13F | Northwest Capital Management Inc | 28 574 | −39,50 | 711 | −39,13 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 25 987 | 4,23 | 647 | 5,21 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 5 606 | 10,62 | 140 | 11,20 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 19 325 | −52,20 | 481 | −52,00 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 15 996 | −44,77 | 398 | −44,41 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 362 234 | 1,60 | 9 | 12,50 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 9 568 | 9,34 | 238 | 10,19 | ||||
| 2025-07-24 | 13F | Columbia Advisory Partners Llc | 54 186 | −4,47 | 1 349 | −3,92 | ||||
| 2025-04-10 | 13F | Fermata Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 1 215 267 | −3,81 | 30 248 | −3,27 | ||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 17 273 | −97,55 | 430 | −97,54 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 10 000 | 0,00 | 0 | |||||
| 2025-05-12 | 13F | Fmr Llc | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 97 646 | −36,88 | 2 430 | −36,54 | ||||
| 2025-08-29 | NP | BRMSX - Bramshill Income Performance Fund Institutional Class | 60 000 | 0,00 | 1 493 | 0,54 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 111 560 | −8,48 | 2 777 | −8,02 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 239 994 | 2,94 | 5 973 | 3,52 | ||||
| 2025-04-21 | 13F | PSI Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Flynn Zito Capital Management, Llc | 24 540 | 3,54 | 611 | 4,10 | ||||
| 2025-07-23 | 13F | Prasad Wealth Partners, LLC | 330 503 | −26,02 | 8 226 | −25,60 | ||||
| 2025-08-13 | 13F | Holos Integrated Wealth LLC | 529 816 | −1,17 | 13 203 | −0,48 | ||||
| 2025-07-23 | 13F | Gentry Private Wealth, Llc | 20 988 | −10,46 | 522 | −10,00 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 948 605 | 13,66 | 23 611 | 14,30 | ||||
| 2025-05-13 | 13F | Hartland & Co., LLC | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Truist Financial Corp | 1 899 046 | 2,82 | 47 267 | 3,40 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 2 757 884 | 8,53 | 68 623 | 9,08 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 2 460 | 0,00 | 61 | 1,67 | ||||
| 2025-07-09 | 13F | Beacon Financial Group | 219 131 | −9,68 | 5 454 | −9,16 | ||||
| 2025-08-01 | 13F | Transcend Wealth Collective, Llc | 48 031 | 1 195 | ||||||
| 2025-08-04 | 13F | Econ Financial Services Corp | 110 817 | −4,55 | 2 758 | −4,00 | ||||
| 2025-08-05 | 13F | Holistic Financial Partners | 351 966 | 60,28 | 8 760 | 61,21 | ||||
| 2025-08-15 | 13F | Asset Allocation Strategies LLC | 15 260 | −18,57 | 380 | −18,14 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 4 889 | 0,41 | 122 | 0,83 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 11 386 | 0,00 | 283 | 0,71 | ||||
| 2025-08-06 | 13F | Fairway Financial, LLC | 123 185 | −1,55 | 3 066 | −0,97 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 2 472 | 62 | ||||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 1 673 | 42 | ||||||
| 2025-08-08 | 13F | Collaborative Wealth Managment Inc. | 74 379 | 157,96 | 1 851 | 159,61 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 2 290 978 | 2,16 | 57 022 | 2,74 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 196 194 | −32,91 | 4 883 | −32,54 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 100 567 | −5,62 | 2 503 | −5,08 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 394 462 | 3,83 | 9 814 | 4,28 | ||||
| 2025-08-08 | 13F | Atlantic Trust, LLC | 206 | 0,00 | 5 | 0,00 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 302 651 | 12,60 | 7 533 | 13,23 | ||||
| 2025-08-13 | 13F | Legacy Capital Wealth Partners, LLC | 48 029 | −5,90 | 1 195 | −5,38 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 45 666 | 12,22 | 1 137 | 12,81 | ||||
| 2025-07-24 | 13F | Wealth Management Resources, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 79 556 | 2,88 | 1 980 | 3,50 | ||||
| 2025-04-17 | 13F | Authentikos Wealth Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Defined Wealth Management, Llc | 104 676 | 3,37 | 2 605 | 3,95 | ||||
| 2025-08-14 | 13F | UBS Group AG | 629 157 | −93,11 | 15 660 | −93,07 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 533 | 1,14 | 13 | 0,00 | ||||
| 2025-05-01 | 13F | High Note Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-26 | 13F | Claris Financial LLC | 0 | −100,00 | 0 | |||||
| 2025-04-10 | 13F | Veracity Capital LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Archetype Wealth Partners | 96 499 | 1,10 | 2 | 0,00 | ||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 341 226 | −26,65 | 8 493 | −26,25 | ||||
| 2025-08-14 | 13F | Betterment LLC | 18 529 | 88,30 | 0 | |||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 1 041 178 | 11,80 | 25 915 | 12,43 | ||||
| 2025-07-22 | 13F | Ergawealth Advisors, Inc. | 12 731 | −3,56 | 317 | −3,07 | ||||
| 2025-07-22 | 13F | Siligmueller & Norvid Wealth Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-08-18 | 13F | Tactive Advisors, LLC | 87 881 | 40,45 | 2 187 | 42,11 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 439 861 | −6,85 | 10 948 | −6,32 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 573 233 | 12,31 | 14 268 | 12,94 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 364 676 | 10,74 | 9 077 | 11,36 | ||||
| 2025-07-18 | 13F | Vicus Capital | 17 159 | −94,70 | 427 | −94,67 | ||||
| 2025-07-25 | NP | LALT - First Trust Multi-Strategy Alternative ETF | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 16 502 | 0,93 | 411 | 1,49 | ||||
| 2025-08-13 | 13F | Millington Financial Advisors, LLC | 8 482 | −8,53 | 210 | −7,49 | ||||
| 2025-05-05 | 13F | PCG Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | VisionPoint Advisory Group, LLC | 22 134 | 551 | ||||||
| 2025-07-16 | 13F | American National Bank | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1 943 922 | −0,96 | 48 384 | −0,40 | ||||
| 2025-07-25 | 13F | Apollon Financial, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Assetmark, Inc | 13 029 | −9,31 | 324 | −8,73 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 936 102 | 1,53 | 23 300 | 2,10 | ||||
| 2025-07-21 | 13F | Fairvoy Private Wealth, LLC | 17 640 | −2,22 | 439 | −1,57 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 460 | 0,00 | 11 | 0,00 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 2 664 732 | −20,07 | 66 325 | −19,62 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 3 739 437 | −10,78 | 93 075 | −10,28 | ||||
| 2025-07-15 | 13F | BKA Wealth Consulting, Inc. | 425 129 | −2,77 | 10 581 | −2,22 |
