Grundläggande statistik
| Institutionella ägare | 393 total, 393 long only, 0 short only, 0 long/short - change of −1,75% MRQ |
| Genomsnittlig portföljallokering | 0.6055 % - change of −11,77% MRQ |
| Institutionella aktier (lång) | 32 298 681 (ex 13D/G) - change of −7,57MM shares −18,98% MRQ |
| Institutionellt värde (lång) | $ 2 886 690 USD ($1000) |
Institutionellt ägande och aktieägare
Invesco Exchange-Traded Fund Trust - Invesco S&P MidCap Quality ETF (US:XMHQ) har 393 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 32,298,681 aktier. Största aktieägare inkluderar LPL Financial LLC, Morgan Stanley, Northwestern Mutual Wealth Management Co, Ameriprise Financial Inc, Commonwealth Equity Services, Llc, Raymond James Financial Inc, Cetera Investment Advisers, Thrivent Financial For Lutherans, Jones Financial Companies Lllp, and Bank Of America Corp /de/ .
Invesco Exchange-Traded Fund Trust - Invesco S&P MidCap Quality ETF (ARCA:XMHQ) 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 8, 2025 is 106,40 / share. Previously, on September 9, 2024, the share price was 95,69 / share. This represents an increase of 11,19% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-16 | 13F/A | CX Institutional | 86 | 0 | ||||||
| 2025-07-21 | 13F | Precedent Wealth Partners, Llc | 78 742 | 7,73 | 7 736 | 15,62 | ||||
| 2025-07-10 | 13F | Peoples Bank/KS | 0 | −100,00 | 0 | |||||
| 2025-07-08 | 13F | First International Bank & Trust | 114 598 | −4,90 | 11 258 | 2,08 | ||||
| 2025-07-11 | 13F | Westfuller Advisors, LLC | 11 444 | −22,86 | 1 124 | −17,17 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 481 715 | 4,66 | 47 324 | 12,33 | ||||
| 2025-07-16 | 13F | Ayalon Holdings Ltd. | 10 080 | 170,24 | 1 | |||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 27 616 | −51,85 | 2 713 | −48,33 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 28 518 | 11,54 | 2 802 | 19,70 | ||||
| 2025-08-14 | 13F | Comerica Bank | 9 719 | −50,74 | 955 | −47,18 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 17 931 | −4,95 | 1 762 | 2,03 | ||||
| 2025-08-11 | 13F | Berkeley, Inc | 62 292 | 2 144,76 | 6 120 | 2 318,58 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 107 715 | −2,15 | 10 582 | 5,02 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 25 | −50,00 | 2 | −50,00 | ||||
| 2025-08-14 | 13F | Wimmer Associates 1, Llc | 3 735 | −1,32 | 367 | −2,14 | ||||
| 2025-05-02 | 13F | Fortis Group Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | WESCAP Management Group, Inc. | 86 952 | 508,52 | 8 542 | 553,56 | ||||
| 2025-07-23 | 13F | Opulen Financial Group LLC | 10 154 | −2,64 | 998 | 4,51 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 16 801 | −25,43 | 1 651 | −19,98 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 683 | 0,00 | 67 | 8,06 | ||||
| 2025-07-25 | 13F | Concord Asset Management, LLC/VA | 80 358 | 1,77 | 7 894 | 11,67 | ||||
| 2025-07-24 | 13F | Eastern Bank | 37 249 | −32,65 | 3 659 | −27,72 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 4 914 604 | −5,35 | 482 811 | 1,59 | ||||
| 2025-04-29 | 13F | Hm Payson & Co | 9 900 | 0,00 | 906 | −6,98 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 4 033 | −23,12 | 396 | −17,50 | ||||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 44 452 | −26,77 | 4 367 | −21,40 | ||||
| 2025-04-25 | 13F | New Wave Wealth Advisors Llc | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 9 223 | −13,76 | 906 | −7,36 | ||||
| 2025-08-14 | 13F | Fmr Llc | 7 869 | 19,59 | 773 | 28,41 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 52 676 | −3,44 | 5 177 | 3,64 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 8 692 | −4,70 | 854 | 2,28 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 91 960 | −3,01 | 9 034 | 4,10 | ||||
| 2025-08-11 | 13F | WPG Advisers, LLC | 14 116 | 4,15 | 1 387 | 11,77 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 82 783 | −45,39 | 8 150 | −41,26 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 29 988 | −49,65 | 2 946 | −45,96 | ||||
| 2025-08-11 | 13F | Forge Financial Services LLC | 52 440 | 8,78 | 5 167 | 17,11 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 482 | 0,00 | 0 | |||||
| 2025-07-15 | 13F | CHB Investment Group, LLC | 22 983 | −0,75 | 2 | 0,00 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 6 788 | 0,00 | 667 | 7,25 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 780 | 77 | ||||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 39 785 | −33,96 | 4 021 | −27,08 | ||||
| 2025-08-07 | 13F | Nwam Llc | 4 523 | 0,18 | 465 | 12,59 | ||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 5 944 | −8,20 | 584 | −1,52 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 1 528 441 | −16,93 | 150 154 | −10,84 | ||||
| 2025-07-07 | 13F | OMNI 360 Wealth, Inc. | 4 328 | −1,59 | 425 | 5,72 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 37 992 | −27,92 | 3 801 | −18,40 | ||||
| 2025-07-15 | 13F | Family Investment Center, Inc. | 139 452 | 2,96 | 13 700 | 10,51 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 565 508 | −10,52 | 55 556 | −3,96 | ||||
| 2025-07-18 | 13F | Madrona Financial Services, LLC | 116 068 | 3,39 | 11 402 | 10,97 | ||||
| 2025-08-08 | 13F | Creative Planning | 19 517 | 8,75 | 1 917 | 16,75 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 766 696 | 4,74 | 75 320 | 12,42 | ||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 3 | 0 | ||||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 5 629 | −1,63 | 553 | 5,54 | ||||
| 2025-07-07 | 13F | Peak Financial Advisors Llc | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Kmg Fiduciary Partners, Llc | 14 468 | 4,26 | 1 421 | 11,89 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 17 216 | 354,85 | 1 691 | 388,73 | ||||
| 2025-07-25 | 13F | Priebe Wealth Holdings LLC | 21 661 | 3,99 | 2 128 | 11,59 | ||||
| 2025-08-13 | 13F | Trustmark National Bank Trust Department | 6 912 | 31,36 | 679 | 41,16 | ||||
| 2025-08-14 | 13F | Schwallier Wealth Management LLC | 10 047 | −33,35 | 987 | −28,50 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 475 | 0,00 | 0 | |||||
| 2025-08-14 | 13F | Capital Planning Advisors, LLC | 274 110 | −25,06 | 26 929 | −19,57 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 493 472 | −14,67 | 48 479 | −8,41 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 16 782 | 138,58 | 2 | |||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 443 | −6,93 | 0 | |||||
| 2025-08-07 | 13F | PFG Advisors | 45 961 | 6,67 | 4 515 | 14,51 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 4 270 | −29,33 | 420 | −24,23 | ||||
| 2025-08-11 | 13F | Mosaic Family Wealth Partners, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Hunter Associates Investment Management Llc | 139 184 | 17,93 | 14 | 30,00 | ||||
| 2025-08-14 | 13F | Bank of Marin | 6 299 | 5,81 | 619 | 13,60 | ||||
| 2025-07-30 | 13F | Principle Wealth Partners Llc | 67 824 | −6,01 | 6 663 | 0,89 | ||||
| 2025-07-17 | 13F | Oakworth Capital, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Dana Investment Advisors, Inc. | 14 545 | −12,59 | 1 429 | −6,24 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 2 280 | 224 | ||||||
| 2025-07-29 | 13F | Private Trust Co Na | 2 814 | −50,20 | 276 | −46,62 | ||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 39 714 | −29,14 | 3 902 | −23,94 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 69 994 | 10,96 | 6 876 | 19,11 | ||||
| 2025-08-12 | 13F | Edmond De Rothschild Holding S.a. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | UBS Group AG | 211 035 | 1,09 | 20 732 | 8,50 | ||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 96 688 | −12,32 | 9 | −10,00 | ||||
| 2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 101 182 | 124,93 | 9 940 | 141,44 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 130 | 30,00 | 13 | 33,33 | ||||
| 2025-07-25 | 13F | Cypress Capital Group | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Forum Private Client Group LLC | 8 386 | 824 | ||||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 328 016 | −3,14 | 32 224 | 3,97 | ||||
| 2025-08-21 | 13F | Aveo Capital Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | Marshall & Sterling Wealth Advisors Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 13 842 | 5,49 | 1 360 | 13,16 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 5 179 | 509 | ||||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 25 872 | −1,98 | 2 542 | 5,22 | ||||
| 2025-08-05 | 13F | Dahring | Cusmano Llc | 82 690 | 3,16 | 8 124 | 10,71 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 316 369 | 7,02 | 31 080 | 14,87 | ||||
| 2025-05-20 | 13F | Integrity Alliance, Llc. | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 2 571 | −7,35 | 253 | −0,40 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 6 171 | −3,85 | 606 | 3,24 | ||||
| 2025-08-01 | 13F | Reliant Investment Partners, LLC | 7 522 | −11,11 | 739 | −4,65 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 14 100 | 3,40 | 1 | 0,00 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 39 169 | 0,36 | 3 848 | 7,70 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 3 244 | 0,56 | 319 | 7,80 | ||||
| 2025-05-06 | 13F | Bank Julius Baer & Co. Ltd, Zurich | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Trexquant Investment LP | 4 091 | −13,20 | 402 | −6,96 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 414 | 41 | ||||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 3 418 | 336 | ||||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 37 | 0,00 | 4 | 0,00 | ||||
| 2025-08-01 | 13F | Penobscot Wealth Management | 34 741 | 2,88 | 3 413 | 10,42 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 604 422 | 57,51 | 59 | 47,50 | ||||
| 2025-04-11 | 13F | Signal Advisors Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Elm3 Financial Group, LLC | 4 892 | −42,69 | 481 | −38,54 | ||||
| 2025-07-24 | 13F | Galvin, Gaustad & Stein, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Morgan Stanley | 2 013 810 | 2,54 | 197 837 | 10,06 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 4 003 | 14,86 | 393 | 23,58 | ||||
| 2025-04-28 | 13F | Swmg, Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-05 | 13F | Snider Financial Group | 51 284 | 3,53 | 5 038 | 11,12 | ||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 1 035 | 0,00 | 102 | 7,45 | ||||
| 2025-07-17 | 13F | Hengehold Capital Management Llc | 10 487 | −93,99 | 1 030 | −93,55 | ||||
| 2025-07-30 | 13F | Liberty One Investment Management, Llc | 57 150 | 0,48 | 5 614 | 7,86 | ||||
| 2025-07-07 | 13F | TruWealth Advisors, LLC | 303 723 | 4,48 | 29 838 | 12,14 | ||||
| 2025-07-07 | 13F | Roxbury Financial LLC | 2 139 | −55,78 | 210 | −54,74 | ||||
| 2025-07-16 | 13F | Cadent Capital Advisors, LLC | 10 962 | −7,32 | 1 077 | −0,55 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 156 172 | 122,24 | 14 294 | 106,59 | ||||
| 2025-07-11 | 13F | Annex Advisory Services, LLC | 6 827 | −99,38 | 671 | −99,34 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 562 459 | 40,78 | 55 256 | 51,10 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 100 983 | 3,90 | 9 243 | −3,43 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 184 250 | −28,18 | 18 101 | −22,91 | ||||
| 2025-07-18 | 13F | Lynx Investment Advisory | 2 173 | 213 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 34 337 | −18,45 | 3 373 | −12,46 | ||||
| 2025-07-14 | 13F | Lighthouse Wealth Management Inc. | 70 715 | −6,90 | 6 947 | −0,07 | ||||
| 2025-05-12 | 13F | National Bank Of Canada /fi/ | 0 | −100,00 | 0 | |||||
| 2025-05-13 | 13F | Maripau Wealth Management Llc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 2 046 | 201 | ||||||
| 2025-05-01 | 13F | Alaska Permanent Capital Management | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Cwm, Llc | 12 678 | 18,59 | 1 | |||||
| 2025-07-29 | 13F | TrueMark Investments, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 88 209 | 3,08 | 8 666 | 10,64 | ||||
| 2025-07-14 | 13F | Enzi Wealth | 106 234 | 0,59 | 10 567 | 8,90 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 22 485 | −3,39 | 2 209 | 3,66 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 168 802 | −4,03 | 16 583 | 3,01 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 2 432 | −12,23 | 239 | −5,93 | ||||
| 2025-04-01 | 13F | Massmutual Trust Co Fsb/adv | 0 | −100,00 | 0 | |||||
| 2025-04-28 | 13F | D.a. Davidson & Co. | 0 | −100,00 | 0 | |||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 464 | 0,00 | 46 | 7,14 | ||||
| 2025-05-14 | 13F | Renaissance Technologies Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | DHK Financial Advisors, Inc. | 8 042 | 0,14 | 790 | 7,48 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 1 981 | −12,42 | 195 | −6,28 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 4 612 | 37,22 | 481 | 56,35 | ||||
| 2025-08-08 | 13F | TD Capital Management LLC | 14 289 | −13,11 | 1 404 | −6,78 | ||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 7 574 | −3,60 | 744 | 3,48 | ||||
| 2025-07-17 | 13F | Paradigm Financial Partners, Llc | 73 938 | 4,24 | 7 264 | 11,88 | ||||
| 2025-07-09 | 13F | Presidio Capital Management, LLC | 3 890 | −3,71 | 382 | 3,52 | ||||
| 2025-07-09 | 13F | WealthCare Investment Partners, LLC | 57 500 | −4,80 | 5 804 | 11,72 | ||||
| 2025-08-13 | 13F | Cheviot Value Management, LLC | 68 | 0,00 | 7 | 0,00 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 4 493 | 21,96 | 441 | 30,86 | ||||
| 2025-07-09 | 13F | Key Client Fiduciary Advisors, LLC | 7 709 | 0,09 | 757 | 7,53 | ||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 73 104 | 10,98 | 7 182 | 19,11 | ||||
| 2025-08-01 | 13F | Belvedere Trading LLC | Put | 0 | −100,00 | 0 | ||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 114 | 60,56 | 0 | |||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 16 767 | 5,80 | 1 647 | 13,59 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 392 037 | −16,88 | 39 | −11,63 | ||||
| 2025-08-04 | 13F | Northwest Financial Advisors | 2 685 | −38,09 | 264 | −33,59 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 5 315 | −7,57 | 545 | 6,65 | ||||
| 2025-05-20 | 13F | Belpointe Asset Management LLC | 0 | −100,00 | 0 | |||||
| 2025-04-16 | 13F | Bensler, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 189 | −85,64 | 19 | −85,00 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 33 540 | −15,53 | 3 295 | −9,36 | ||||
| 2025-03-18 | 13F/A | Bank Of America Corp /de/ | Put | 0 | −100,00 | 0 | −100,00 | |||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 0 | −100,00 | 0 | ||||
| 2025-05-15 | 13F | Prospera Financial Services Inc | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 225 | 22 | ||||||
| 2025-04-30 | 13F | Cerity Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-07-07 | 13F | Whitaker-Myers Wealth Managers, LTD. | 7 028 | 2,43 | 690 | 10,05 | ||||
| 2025-07-30 | 13F | Bleakley Financial Group, LLC | 115 642 | 55,33 | 11 361 | 66,72 | ||||
| 2025-07-15 | 13F | Financial Partners Group, Inc | 35 953 | −31,33 | 3 532 | −26,29 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 3 421 | −31,19 | 336 | −26,15 | ||||
| 2025-05-15 | 13F | StoneX Group Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 38 401 | 53,66 | 3 773 | 64,93 | ||||
| 2025-07-14 | 13F | Masso Torrence Wealth Management Inc. | 134 117 | 3,85 | 13 176 | 11,45 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-20 | 13F | Fortis Capital Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Stephens Consulting, LLC | 11 714 | −69,51 | 1 151 | −67,29 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 70 | 1,45 | 7 | 0,00 | ||||
| 2025-07-17 | 13F | Tempus Wealth Planning, LLC | 11 000 | −57,04 | 1 081 | −53,91 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 2 908 | 286 | ||||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 5 645 | 555 | ||||||
| 2025-08-13 | 13F | Allie Family Office LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 72 892 | −16,79 | 7 161 | −10,70 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 3 498 | −4,37 | 344 | 2,69 | ||||
| 2025-08-12 | 13F | Belmont Capital, LLC | 5 188 | 0,00 | 510 | 7,38 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 3 304 | −89,09 | 325 | −88,31 | ||||
| 2025-07-08 | 13F | Adamsbrown Wealth Consultants Llc | 224 089 | 12,19 | 22 014 | 20,42 | ||||
| 2025-08-14 | 13F | Investmark Advisory Group LLC | 4 275 | 0,00 | 420 | 7,16 | ||||
| 2025-07-14 | 13F | Crew Capital Management, Ltd. | 0 | −100,00 | 0 | |||||
| 2025-04-25 | 13F | MidAtlantic Capital Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Symphony Financial Services, Inc. | 6 634 | 1,83 | 652 | 9,23 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 18 222 | 7,11 | 1 790 | 14,96 | ||||
| 2025-07-22 | 13F | USAdvisors Wealth Management, LLC | 65 497 | −0,35 | 6 | 0,00 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 430 956 | 0,68 | 42 337 | 27,29 | ||||
| 2025-08-06 | 13F | Fairway Financial, LLC | 6 392 | 5,88 | 628 | 13,59 | ||||
| 2025-07-22 | 13F/A | Duncan Williams Asset Management, LLC | 23 150 | −9,36 | 2 274 | −2,70 | ||||
| 2025-07-30 | 13F | Atlantic Edge Private Wealth Management, LLC | 30 091 | −33,64 | 2 956 | −28,77 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 35 693 | −0,53 | 3 507 | 6,76 | ||||
| 2025-07-17 | 13F | Smith Anglin Financial, LLC | 10 741 | −21,46 | 1 055 | −15,67 | ||||
| 2025-07-14 | 13F | Southland Equity Partners LLC | 5 338 | 15,34 | 524 | 23,88 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 61 949 | 17,36 | 6 086 | 25,96 | ||||
| 2025-08-11 | 13F | HHM Wealth Advisors, LLC | 844 | 0,00 | 83 | 6,49 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 361 | 0,00 | 35 | 6,06 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 7 146 | 1,26 | 695 | 11,56 | ||||
| 2025-08-07 | 13F | Aspen Wealth Strategies, LLC | 57 629 | 1,92 | 5 661 | 9,39 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 55 577 | 1 118,53 | 5 460 | 1 209,11 | ||||
| 2025-08-01 | 13F | Biltmore Family Office, LLC | 14 467 | 6,76 | 1 421 | 14,60 | ||||
| 2025-08-05 | 13F | Landmark Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-04-18 | 13F | Edge Financial Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 8 175 | 19,59 | 803 | 28,48 | ||||
| 2025-08-14 | 13F | Betterment LLC | 2 755 | 16,24 | 0 | |||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 143 087 | −38,14 | 14 057 | −33,60 | ||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 277 | 0,00 | 0 | |||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 4 439 | 7,74 | 436 | 15,65 | ||||
| 2025-07-09 | 13F | Breakwater Capital Group | 10 142 | −9,67 | 996 | −3,02 | ||||
| 2025-07-30 | 13F | Roman Butler Fullerton & Co | 14 117 | −7,51 | 1 472 | 8,40 | ||||
| 2025-07-11 | 13F | Compass Ion Advisors, LLC | 2 063 | 203 | ||||||
| 2025-04-30 | 13F | Peoples Bank /oh | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-16 | 13F | New Insight Wealth Advisors | 23 345 | 2,17 | 2 293 | 9,66 | ||||
| 2025-07-11 | 13F/A | Umb Bank N A/mo | 271 179 | −6,28 | 26 641 | 0,59 | ||||
| 2025-07-22 | 13F | Willner & Heller, Llc | 3 728 | 1,64 | 366 | 9,25 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 14 110 | −55,43 | 1 386 | −52,16 | ||||
| 2025-08-11 | 13F | TAGStone Capital, Inc. | 5 384 | 543 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 18 000 | 282,98 | 1 768 | 311,16 | |||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 1 450 044 | 6,14 | 142 446 | 13,91 | ||||
| 2025-08-12 | 13F | Absolute Capital Management, LLC | 3 385 | 1,26 | 333 | 8,85 | ||||
| 2025-08-13 | 13F | JBR Co Financial Management Inc | 6 542 | 30,42 | 643 | 39,87 | ||||
| 2025-07-28 | 13F | Brown Financial Advisory | 4 229 | 23,47 | 415 | 32,59 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 445 744 | −76,42 | 43 790 | −74,69 | ||||
| 2025-04-22 | 13F | Aspire Capital Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 69 375 | 3,02 | 6 815 | 10,58 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 29 | 16,00 | 3 | 0,00 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 33 613 | 44,66 | 3 302 | 55,32 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 8 320 | 0,10 | 817 | 7,50 | ||||
| 2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 2 198 | −49,05 | 216 | −49,29 | ||||
| 2025-07-15 | 13F | Bfsg, Llc | 31 232 | 3,87 | 3 068 | 11,48 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 4 211 | 7,56 | 414 | 15,36 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 6 | 1 | ||||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 136 | 0,00 | 13 | 8,33 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 16 144 | 7,25 | 1 586 | 7,02 | ||||
| 2025-08-07 | 13F | Hughes Financial Services, LLC | 1 064 | 0,00 | 107 | 9,18 | ||||
| 2025-08-11 | 13F | Vista Cima Wealth Management LLC | 42 572 | 2,37 | 4 182 | 9,88 | ||||
| 2025-07-23 | 13F | Schrum Private Wealth Management LLC | 2 300 | 0,00 | 226 | 7,14 | ||||
| 2025-07-30 | 13F/A | KPP Advisory Services LLC | 187 923 | −2,21 | 18 462 | 4,96 | ||||
| 2025-08-14 | 13F | Tudor Investment Corp Et Al | 19 392 | 1 905 | ||||||
| 2025-08-12 | 13F | Tableaux Llc | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | McMahon Financial Advisors, LLC | 29 098 | −58,47 | 2 859 | −55,43 | ||||
| 2025-08-06 | 13F | Centerpoint Advisory Group | 33 026 | −2,68 | 3 244 | 4,44 | ||||
| 2025-07-30 | 13F | Paul Damon & Associates, Inc. | 30 181 | 9,75 | 2 965 | 17,76 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 160 769 | −6,75 | 15 794 | 0,08 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 3 624 | −26,62 | 0 | |||||
| 2025-07-29 | 13F | Wingate Wealth Advisors, Inc. | 9 810 | 0,12 | 964 | 7,48 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 1 | 0 | ||||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 31 187 | −22,51 | 3 060 | −16,89 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 156 553 | −16,13 | 15 380 | −9,98 | ||||
| 2025-08-08 | 13F | United Asset Strategies, Inc. | 28 881 | 2,76 | 2 837 | 10,30 | ||||
| 2025-08-06 | 13F | OneAscent Wealth Management LLC | 3 794 | −20,36 | 0 | |||||
| 2025-08-14 | 13F | Operose Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 300 | 0,00 | 30 | 7,41 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 181 662 | 7,02 | 17 846 | 14,87 | ||||
| 2025-07-18 | 13F | Consolidated Planning Corp | 39 168 | −3,44 | 3 848 | 3,64 | ||||
| 2025-08-13 | 13F | Victory Financial Group, Llc | 38 396 | −26,03 | 3 772 | −18,62 | ||||
| 2025-07-15 | 13F | Burns Matteson Capital Management, LLC | 59 662 | 10,77 | 5 861 | 18,91 | ||||
| 2025-08-06 | 13F | New Millennium Group LLC | 42 392 | 1,18 | 4 165 | 8,61 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 37 594 | −15,83 | 3 693 | −10,12 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 27 805 | −11,77 | 2 732 | −5,34 | ||||
| 2025-07-29 | 13F | Liberty Square Wealth Partners Llc | 44 819 | 33,44 | 4 403 | 43,23 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-08 | 13F | Pasadena Private Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 170 | −27,35 | 17 | −23,81 | ||||
| 2025-08-08 | 13F | Kane Investment Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 22 658 | 274,57 | 2 226 | 302,35 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 3 253 | −3,36 | 320 | 3,57 | ||||
| 2025-07-17 | 13F | XY Planning Network, Inc. | 11 287 | 68,59 | 1 109 | 81,05 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 23 444 | 10,84 | 2 303 | 19,02 | ||||
| 2025-04-30 | 13F | BCJ Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 1 278 | −7,32 | 125 | −0,79 | ||||
| 2025-08-06 | 13F | 360 Financial, Inc. | 2 746 | −14,21 | 270 | −7,88 | ||||
| 2025-05-14 | 13F | Caitlin John, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 5 699 | −0,19 | 560 | 7,09 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 6 150 | −18,67 | 604 | −12,97 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 6 200 | 0,00 | 609 | 7,41 | ||||
| 2025-07-10 | 13F | Redhawk Wealth Advisors, Inc. | 10 401 | −52,74 | 1 022 | −49,30 | ||||
| 2025-07-29 | 13F | Kraft, Davis & Associates, LLC | 3 733 | 0,00 | 387 | 17,63 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 11 576 | −58,30 | 1 137 | −55,24 | ||||
| 2025-05-09 | 13F | Costello Asset Management, INC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 69 940 | 14,65 | 6 871 | 14,37 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 220 | −88,80 | 21 | −88,27 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 96 | −63,64 | 9 | −62,50 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 120 | 0,00 | 12 | 10,00 | ||||
| 2025-07-09 | 13F | Keystone Wealth Services, LLC | 3 468 | −7,35 | 341 | −0,58 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 3 143 | 309 | ||||||
| 2025-08-01 | 13F | Belvedere Trading LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 35 081 | −60,30 | 3 446 | −57,39 | ||||
| 2025-07-10 | 13F | Marshall Financial Group LLC | 19 997 | 1,70 | 1 998 | 11,06 | ||||
| 2025-05-15 | 13F | Titleist Asset Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 38 | 4 | ||||||
| 2025-07-15 | 13F | Sheets Smith Wealth Management | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 108 182 | 9,11 | 10 628 | 17,10 | ||||
| 2025-07-21 | 13F | Andina Capital Management, LLC | 3 373 | −49,55 | 331 | −45,83 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 3 362 | −1,38 | 330 | 17,86 | ||||
| 2025-07-24 | 13F | Live Oak Investment Partners | 43 184 | −2,06 | 4 242 | 5,13 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 3 603 | −29,12 | 354 | −24,09 | ||||
| 2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 160 283 | 15 746 | ||||||
| 2025-08-14 | 13F | Hancock Whitney Corp | 4 505 | 0,00 | 443 | 7,28 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 481 | −91,12 | 47 | −90,62 | ||||
| 2025-08-12 | 13F | NFP Retirement, Inc. | 129 331 | 3,39 | 12 705 | 10,97 | ||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 6 149 | −12,06 | 638 | −0,16 | ||||
| 2025-08-12 | 13F | Bedel Financial Consulting, Inc. | 2 535 | 0,00 | 249 | 4,62 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 149 524 | 28,38 | 14 689 | 37,80 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 101 553 | 0,56 | 9 977 | 7,94 | ||||
| 2025-08-08 | 13F | Compass Financial Services Inc | 3 811 | −25,19 | 374 | −19,74 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Atlantic Trust, LLC | 103 | 10 | ||||||
| 2025-07-29 | 13F | APCM Wealth Management for Individuals | 6 234 | −15,87 | 612 | −9,73 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 10 140 | 0,00 | 996 | 7,33 | ||||
| 2025-07-31 | 13F | WFA Asset Management Corp | 141 758 | 426,32 | 13 755 | 364,04 | ||||
| 2025-07-15 | 13F | Traction Financial Partners, LLC | 96 985 | −2,60 | 9 528 | 4,53 | ||||
| 2025-08-13 | 13F | Hsbc Holdings Plc | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Tsfg, Llc | 200 | 0,00 | 0 | |||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 534 | −75,08 | 53 | −73,47 | ||||
| 2025-08-11 | 13F | Symphony Financial, Ltd. Co. | 15 434 | 1 517 | ||||||
| 2025-07-15 | 13F | Axis Wealth Partners, LLC | 3 580 | 15,26 | 352 | 23,59 | ||||
| 2025-08-13 | 13F | Milestone Investment Advisors LLC | 33 327 | −29,47 | 3 274 | −24,28 | ||||
| 2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 125 776 | −14,84 | 12 356 | −8,60 | ||||
| 2025-08-07 | 13F | Winch Advisory Services, LLC | 64 | 18,52 | 6 | 50,00 | ||||
| 2025-06-13 | 13F | Optima Capital Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-25 | 13F | Wealth Advisory Team LLC | 33 613 | 3 302 | ||||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 67 580 | 6,55 | 6 639 | 14,37 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 57 250 | −0,97 | 5 624 | 6,29 | ||||
| 2025-07-22 | 13F | Global Assets Advisory, LLC | 2 451 | −73,00 | 243 | −69,74 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 58 002 | 7,82 | 5 698 | 15,74 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 311 483 | 2,97 | 30 600 | 10,52 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 199 538 | 19 603 | ||||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 3 267 | 39,08 | 321 | 48,84 | ||||
| 2025-07-16 | 13F | Meridian Financial, LLC | 7 182 | 1,41 | 706 | 8,80 | ||||
| 2025-08-14 | 13F | Straightline Group Llc | 322 600 | −10,89 | 31 737 | −4,36 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 603 790 | 13,63 | 59 437 | 22,22 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Narus Financial Partners, LLC | 2 652 | −5,25 | 261 | 1,56 | ||||
| 2025-08-04 | 13F | NBZ Investment Advisors LLC | 100 125 | 3,27 | 9 836 | 10,84 | ||||
| 2025-07-15 | 13F | Colonial River Wealth Management, LLC | 3 886 | −19,53 | 391 | −11,54 | ||||
| 2025-07-15 | 13F | Capstone Capital Wealth Advisors | 2 130 | 209 | ||||||
| 2025-07-18 | 13F | Truist Financial Corp | 10 689 | −37,64 | 1 050 | −33,08 | ||||
| 2025-05-30 | NP | ERNZ - TrueShares Active Yield ETF | 5 766 | 646,89 | 528 | 593,42 | ||||
| 2025-07-30 | 13F | Syntegra Private Wealth Group, LLC | 205 463 | −67,91 | 20 185 | −65,56 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 1 250 | 38,89 | 123 | 48,78 | ||||
| 2025-08-15 | 13F | Prevail Innovative Wealth Advisors, Llc | 63 192 | −33,22 | 6 208 | −28,33 | ||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Wise Wealth Partners | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Brio Consultants, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-10 | 13F | Secure Asset Management, LLC | 20 977 | −7,32 | 2 061 | −0,53 | ||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 3 678 | 4,49 | 361 | 12,11 | ||||
| 2025-07-30 | 13F | Pacific Sun Financial Corp | 10 430 | 1,64 | 1 025 | 9,05 | ||||
| 2025-08-13 | 13F | Virtue Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 11 598 | 77,23 | 1 | |||||
| 2025-08-12 | 13F | Integras Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 2 638 | −4,56 | 259 | 2,78 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 2 355 | 1,46 | 231 | 8,96 | ||||
| 2025-08-01 | 13F/A | GGM Financials LLC | 8 018 | −54,62 | 788 | −51,33 | ||||
| 2025-05-16 | 13F/A | Kestra Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Brown Miller Wealth Management, LLC | 15 853 | 5,86 | 1 557 | 13,65 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 40 940 | −8,83 | 4 132 | 0,54 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 53 894 | 0,29 | 5 295 | 7,65 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 447 | 44 | ||||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 25 963 | 2 551 | ||||||
| 2025-04-14 | 13F | Wesbanco Bank Inc | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Sarver Vrooman Wealth Advisors | 355 | 9,91 | 35 | 17,24 | ||||
| 2025-08-08 | 13F | Comprehensive Financial Planning, Inc./PA | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 28 433 | −6,77 | 2 793 | 0,07 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | Millennium Management Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Redwood Financial Network Corp | 6 935 | −5,57 | 681 | 1,34 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 9 195 | −7,44 | 903 | −7,67 | ||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Financial Freedom, LLC | 10 769 | −45,58 | 1 058 | −41,63 | ||||
| 2025-04-15 | 13F | Noble Wealth Management PBC | 37 | −37,29 | 3 | −40,00 | ||||
| 2025-08-14 | 13F | LWM Advisory Services, LLC | 13 721 | −1,78 | 1 348 | 5,40 | ||||
| 2025-08-07 | 13F | Alpha Financial Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 252 | 15,60 | 25 | 26,32 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 0 | −100,00 | 0 | |||||
| 2025-05-09 | 13F | Rollins Financial Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 1 021 295 | −19,80 | 100 | −13,79 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 2 271 | −87,60 | 223 | −86,69 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 3 962 | −73,78 | 389 | −71,85 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 291 706 | 6,59 | 28 657 | 14,40 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 80 358 | −1,19 | 7 894 | 6,06 | ||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 38 | 4 | ||||||
| 2025-04-17 | 13F | Abound Wealth Management | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-04-24 | 13F | Confluence Wealth Services, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 3 933 | −21,15 | 386 | −15,35 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 74 297 | −10,90 | 7 299 | −4,38 | ||||
| 2025-07-14 | 13F | Cathy Pareto & Associates, Inc | 5 189 | −15,71 | 510 | −9,59 | ||||
| 2025-08-07 | 13F | Legacy Financial Advisors, Inc. | 9 566 | 28,42 | 940 | 37,89 | ||||
| 2025-07-08 | 13F | Chemistry Wealth Management LLC | 2 146 | 211 | ||||||
| 2025-08-18 | 13F | Pacific Center for Financial Services | 10 356 | −22,09 | 1 017 | −16,37 | ||||
| 2025-08-08 | 13F | Tanglewood Legacy Advisors, LLC | 200 | 0,00 | 20 | 5,56 | ||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 107 028 | 2,97 | 10 514 | 10,52 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 38 512 | 96,57 | 3 783 | 110,99 | ||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 8 003 | 786 | ||||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 66 528 | 20,88 | 6 536 | 29,74 | ||||
| 2025-04-28 | 13F | Boulder Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Journey Advisory Group, LLC | 43 385 | −1,75 | 4 262 | 5,47 | ||||
| 2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 4 564 | 448 | ||||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 112 386 | −3,58 | 11 041 | 3,49 | ||||
| 2025-07-17 | 13F | Wagner Wealth Management, Llc | 55 | 0,00 | 5 | 0,00 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 12 230 | 0,00 | 1 201 | 7,33 | ||||
| 2025-05-08 | 13F | Armis Advisers, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 11 611 | 6,83 | 1 | |||||
| 2025-08-13 | 13F | Denver Wealth Management, Inc. | 11 557 | 63,67 | 1 135 | 75,70 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1 012 868 | −2,34 | 99 504 | 4,82 | ||||
| 2025-07-31 | 13F | Richards, Merrill & Peterson, Inc. | 1 604 | 0,00 | 158 | 7,53 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 348 370 | −47,51 | 34 | −43,33 | ||||
| 2025-07-29 | NP | MVFG - Monarch Volume Factor Global Unconstrained Index ETF | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 110 | 0,00 | 11 | 0,00 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 32 | −87,74 | 3 | −86,96 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 2 226 | 50,71 | 219 | 62,22 | ||||
| 2025-08-08 | 13F | Wiser Advisor Group LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 257 785 | −8,88 | 25 325 | −2,20 | ||||
| 2025-05-09 | 13F | Beta Wealth Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Signaturefd, Llc | 56 | 0,00 | 6 | 0,00 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 12 204 | −3,00 | 1 199 | 4,08 | ||||
| 2025-08-07 | 13F | PCG Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Horizon Family Wealth, Inc. | 23 207 | 3,62 | 2 280 | 11,17 | ||||
| 2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 3 221 | 0,00 | 316 | 7,48 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 2 955 | 72,40 | 290 | 85,90 | ||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | BlackRock, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Sierra Ocean, Llc | 91 276 | −3,31 | 8 967 | 3,78 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 206 | 0,49 | 20 | 11,11 | ||||
| 2025-07-28 | 13F | DORVAL Corp | 13 514 | 43,89 | 1 328 | 47,12 | ||||
| 2025-08-12 | 13F | Concentrum Wealth Management | 34 864 | −3,34 | 3 425 | 3,76 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 7 414 | −99,39 | 728 | −99,34 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 170 | 0,00 | 17 | 6,67 | ||||
| 2025-08-11 | 13F | Bellwether Advisors, LLC | 286 | 0,00 | 28 | 7,69 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 490 614 | −17,39 | 48 230 | −11,32 | ||||
| 2025-08-12 | 13F | Spectrum Wealth Advisory Group, LLC | 206 591 | 106,06 | 20 296 | 121,17 | ||||
| 2025-08-05 | 13F | Crestwood Advisors Group LLC | 268 159 | −9,87 | 26 344 | −3,26 | ||||
| 2025-07-11 | 13F | Ullmann Financial Group, Inc. | 3 565 | 0,14 | 350 | 7,69 | ||||
| 2025-07-03 | 13F | TrueWealth Advisors, LLC | 62 395 | 1,71 | 6 130 | 9,15 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 7 818 | 0,21 | 768 | 7,56 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 42 214 | −21,43 | 4 147 | −15,66 | ||||
| 2025-07-29 | 13F | Altus Wealth Group LLC | 89 896 | 0,73 | 8 831 | 8,12 | ||||
| 2025-07-23 | 13F | Venturi Wealth Management, LLC | 23 863 | 7,94 | 2 344 | 15,87 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 4 616 | 90,82 | 453 | 104,98 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 2 098 | −36,00 | 206 | −31,33 | ||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 451 | −47,98 | 0 | |||||
| 2025-07-25 | 13F | LRI Investments, LLC | 209 | 21 | ||||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 147 | 0,00 | 14 | 7,69 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 11 948 | −80,73 | 1 174 | −80,65 | ||||
| 2025-07-22 | 13F | Hrc Wealth Management, Llc | 3 849 | −11,37 | 378 | −4,79 | ||||
| 2025-08-06 | 13F | Mascagni Wealth Management, Inc. | 55 351 | 5,82 | 5 438 | 13,58 | ||||
| 2025-08-15 | 13F | SkyView Investment Advisors, LLC | 20 904 | 5,70 | 2 | 100,00 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 14 690 | 3,94 | 1 443 | 11,60 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 4 950 | −18,85 | 486 | −12,90 | ||||
| 2025-08-15 | 13F | Nikulski Financial, Inc. | 2 812 | 276 | ||||||
| 2025-07-28 | 13F | Sagace Wealth Management LLC | 35 379 | −9,52 | 3 476 | −2,91 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 3 890 | −12,94 | 382 | −6,37 | ||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 21 728 | 22,40 | 2 135 | 31,40 | ||||
| 2025-07-01 | 13F | Confluence Investment Management Llc | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Anfield Capital Management, LLC | 67 358 | 0,04 | 6 617 | 7,38 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 156 702 | 28,85 | 15 394 | 38,30 | ||||
| 2025-08-12 | 13F | Goepper Burkhardt LLC | 4 830 | −13,43 | 474 | −7,06 | ||||
| 2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | CWC Advisors, LLC. | 2 744 | 270 | ||||||
| 2025-08-08 | 13F | Firestone Capital Management | 21 255 | 2 088 | ||||||
| 2025-07-31 | 13F | Mason & Associates Inc | 58 338 | 1,81 | 5 731 | 9,29 | ||||
| 2025-07-09 | 13F | Fermata Advisors, LLC | 2 568 | −91,28 | 252 | −90,65 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 95 404 | −5,24 | 9 582 | 3,99 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 19 895 | 4,84 | 1 954 | 12,56 | ||||
| 2025-08-13 | 13F | Solutions 4 Wealth, Ltd | 5 409 | 1,35 | 531 | 8,81 | ||||
| 2025-07-15 | 13F | FLP Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 107 376 | −0,19 | 11 | 11,11 | ||||
| 2025-05-06 | 13F | SYM FINANCIAL Corp | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 1 550 | −51,26 | 152 | −47,77 |
Other Listings
| MX:XMHQ |
