Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i iShares Trust - iShares 0-5 Year High Yield Corporate Bond ETF inkluderar Kingstone Capital Partners Texas, LLC, Permanens Capital L.P., BYLD - iShares Yield Optimized Bond ETF, JSOSX - JPMorgan Strategic Income Opportunities Fund Class I, Gibbs Wealth Management, Foronjy Financial Llc, Nuveen, LLC, Quadrature Capital Ltd, BHILX - BHILL Fund Managed Account Completion Shares, Alexis Investment Partners, LLC, LEXI - Alexis Practical Tactical ETF, FIXP - FolioBeyond Enhanced Fixed Income Premium ETF, MSTBX - Morningstar Defensive Bond Fund, WAHYX - Western Asset High Yield Fund Class I, FLRT - Pacer Pacific Asset Floating Rate High Income ETF, Scott Marsh Financial, LLC, TINIX - AXS Tactical Income Fund Class I Shares, 21 West Wealth Management LLC, Drucker Wealth 3.0, LLC, och Anchor Pointe Wealth Management, LLC .
Denna sida visar förändringar i ägarstrukturen genom att lista institutioner, fonder och större aktieägare som har ökat sina innehav eller öppnat nya positioner under den senaste rapporteringsperioden. Gröna rader indikerar nya positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
Uppgradera för att låsa upp premiumdata.
| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 41 290 | 2 018,52 | 1 759 | 2 045,12 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 7 083 | 1,11 | 306 | 2,69 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 115 | 5 | ||||||
| 2025-08-14 | 13F | Synovus Financial Corp | 22 754 | 56,87 | 982 | 59,25 | ||||
| 2025-08-07 | 13F | Cascade Financial Partners, LLC | 51 821 | 12,97 | 2 236 | 14,62 | ||||
| 2025-08-13 | 13F | Global Endowment Management, LP | 9 637 | 3,90 | 416 | 5,33 | ||||
| 2025-08-08 | 13F | Hudock, Inc. | 130 429 | 3,59 | 5 627 | 5,10 | ||||
| 2025-08-14 | 13F | Bramshill Investments, LLC | 1 761 481 | 80,17 | 75 990 | 82,80 | ||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 3 072 | 765,35 | 133 | 780,00 | ||||
| 2025-07-28 | 13F | Private Wealth Asset Management, LLC | 291 | 13 | ||||||
| 2025-08-12 | 13F | RiverFront Investment Group, LLC | 1 216 930 | 305,78 | 52 498 | 311,72 | ||||
| 2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 1 607 | 69 | ||||||
| 2025-08-07 | 13F | Alliance Wealth Management Group | 111 042 | 0,04 | 4 790 | 1,50 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 15 334 | 8,58 | 662 | 10,17 | ||||
| 2025-07-09 | 13F | VisionPoint Advisory Group, LLC | 62 781 | 78,93 | 2 708 | 81,62 | ||||
| 2025-08-14 | 13F | Tudor Financial Inc. | 12 658 | 11,66 | 546 | 13,51 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 38 648 | 34,98 | 1 667 | 36,98 | ||||
| 2025-08-25 | NP | TINIX - AXS Tactical Income Fund Class I Shares | 42 396 | 1 829 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1 148 197 | 61,79 | 49 533 | 64,15 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 36 054 | 19,29 | 1 555 | 21,01 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 57 | 2 | ||||||
| 2025-07-30 | 13F | Brookstone Capital Management | 19 637 | 1,37 | 847 | 2,92 | ||||
| 2025-07-14 | 13F | Sweeney & Michel, Llc | 287 658 | 4,94 | 12 312 | 10,03 | ||||
| 2025-08-14 | 13F | Hilton Capital Management, LLC | 685 212 | 29 560 | ||||||
| 2025-07-30 | 13F | Canvas Wealth Advisors, LLC | 32 988 | 15,66 | 1 420 | 19,23 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 155 562 | 0,63 | 6 711 | 2,08 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 112 427 | 195,46 | 4 850 | 199,94 | ||||
| 2025-08-14 | 13F | Advisor OS, LLC | 19 375 | 3,39 | 836 | 4,90 | ||||
| 2025-07-21 | 13F | Sterling Investment Counsel, LLC | 19 478 | 2,76 | 840 | 4,35 | ||||
| 2025-08-11 | 13F | Diversified Portfolios, Inc. | 18 176 | 5,86 | 784 | 7,40 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 11 331 | 43,27 | 489 | 44,81 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 6 046 954 | 0,05 | 260 866 | 1,51 | ||||
| 2025-07-08 | 13F | 21 West Wealth Management LLC | 27 278 | 1 177 | ||||||
| 2025-07-10 | 13F | Stewardship Advisors, LLC | 10 062 | 5,79 | 434 | 7,43 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 525 | 1,94 | 23 | 4,76 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 49 449 | 5,58 | 2 | 100,00 | ||||
| 2025-03-11 | 13F | Anchor Pointe Wealth Management, LLC | 21 555 | 919 | ||||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 471 100 | 15,70 | 20 323 | 17,14 | ||||
| 2025-08-14 | 13F | Strategic Wealth Designers | 40 | 2 | ||||||
| 2025-06-26 | NP | MSTBX - Morningstar Defensive Bond Fund | 58 578 | 2 479 | ||||||
| 2025-08-13 | 13F | Summit Financial, LLC | 15 553 | 151,95 | 671 | 155,73 | ||||
| 2025-08-13 | 13F | Consultiva Wealth Management, Corp. | 420 | 50,00 | 18 | 63,64 | ||||
| 2025-08-04 | 13F | Saxony Capital Management, LLC | 6 474 | 1,22 | 279 | 2,95 | ||||
| 2025-08-29 | NP | BHILX - BHILL Fund Managed Account Completion Shares | 117 985 | 5 090 | ||||||
| 2025-08-07 | 13F | Nwam Llc | 13 418 | 6,37 | 577 | 7,46 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 29 439 | 5,23 | 1 267 | 6,56 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 7 459 | 24,80 | 322 | 26,38 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 259 | 11 | ||||||
| 2025-08-11 | 13F | Bell Investment Advisors, Inc | 379 | 1,88 | 16 | 6,67 | ||||
| 2025-08-13 | 13F | Providence Capital Advisors, LLC | 169 | 7 | ||||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 14 045 | 189,41 | 606 | 193,69 | ||||
| 2025-07-17 | 13F | BayBridge Capital Group, LLC | 14 766 | 4,29 | 637 | 5,65 | ||||
| 2025-07-24 | 13F | Etesian Wealth Advisors, Inc. | 57 390 | 16,56 | 2 476 | 18,25 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 35 070 | 66,22 | 1 507 | 68,08 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 5 615 | 127,42 | 242 | 132,69 | ||||
| 2025-08-11 | 13F | AXS Investments LLC | 42 396 | 1 829 | ||||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 1 091 | 88,10 | 47 | 88,00 | ||||
| 2025-07-25 | 13F | McNamara Financial Services, Inc. | 15 335 | 1,99 | 662 | 3,44 | ||||
| 2025-08-13 | 13F | Crabel Capital Management, LLC | 61 075 | 126,99 | 2 635 | 130,24 | ||||
| 2025-08-11 | 13F | Portside Wealth Group, LLC | 91 666 | 14,86 | 3 954 | 16,53 | ||||
| 2025-07-29 | 13F | Portland Financial Advisors Inc | 11 317 | 3,47 | 488 | 4,95 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 13 666 712 | 5,67 | 589 582 | 7,21 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 84 089 | 58,76 | 3 628 | 61,06 | ||||
| 2025-08-28 | NP | GPMIX - GuidePath(R) Multi-Asset Income Allocation Fund Service Shares | 153 860 | 3,09 | 6 638 | 4,59 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 41 101 | 10,44 | 1 773 | 12,07 | ||||
| 2025-06-30 | NP | FLRT - Pacer Pacific Asset Floating Rate High Income ETF | 46 980 | 1 988 | ||||||
| 2025-07-31 | 13F | Guardian Asset Advisors, LLC | 62 489 | 7,45 | 2 696 | 9,02 | ||||
| 2025-07-31 | 13F | Darden Wealth Group Inc | 20 820 | 0,01 | 898 | 1,47 | ||||
| 2025-08-12 | 13F | NorthStar Asset Management LLC /NJ/ | 21 386 | 307,59 | 923 | 313,45 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 17 723 | 4,68 | 765 | 6,26 | ||||
| 2025-08-13 | 13F | Quadrature Capital Ltd | 165 231 | 7 127 | ||||||
| 2025-08-01 | 13F | First National Trust Co | 15 845 | 17,41 | 684 | 19,20 | ||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 6 288 | 271 | ||||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 84 784 | 317,68 | 3 658 | 323,75 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 441 866 | 6,70 | 18 788 | 8,26 | ||||
| 2025-08-08 | 13F | Advisors Capital Management, LLC | 874 294 | 6,18 | 37 717 | 7,73 | ||||
| 2025-08-11 | 13F | Nomura Asset Management Co Ltd | 1 431 900 | 28,12 | 61 772 | 29,99 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 2 601 | 112 | ||||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 485 338 | 21 | ||||||
| 2025-08-14 | 13F | Obsido Oy | 22 462 | 0,54 | 969 | 2,11 | ||||
| 2025-08-11 | 13F | Resurgent Financial Advisors LLC | 24 311 | 0,32 | 1 049 | 1,75 | ||||
| 2025-08-12 | 13F | Western Asset Management Company, LLC | 165 300 | 7 131 | ||||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 8 080 | 17,44 | 349 | 19,18 | ||||
| 2025-08-28 | NP | GPICX - GuidePath(R) Conservative Income Fund | 38 573 | 68,99 | 1 664 | 71,55 | ||||
| 2025-08-06 | 13F | Destiny Capital Corp/CO | 16 690 | 2,87 | 720 | 4,50 | ||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 15 067 | 5,93 | 650 | 7,45 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 364 | 1,68 | 16 | 0,00 | ||||
| 2025-08-07 | 13F | Curtis Advisory Group, LLC | 170 818 | 12,98 | 7 369 | 14,64 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 1 080 | 16,38 | 47 | 17,95 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 7 | 200,00 | ||||||
| 2025-08-07 | 13F | PFG Advisors | 34 769 | 24,72 | 1 500 | 26,50 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 2 059 | 30,56 | 89 | 31,34 | ||||
| 2025-07-18 | 13F | Childress Capital Advisors, Llc | 95 872 | 4 136 | ||||||
| 2025-08-08 | 13F | Blankinship & Foster, LLC | 23 292 | 1,24 | 1 005 | 2,66 | ||||
| 2025-07-21 | 13F | Mirae Asset Global Investments Co., Ltd. | 17 000 | 1 040,94 | 733 | 1 063,49 | ||||
| 2025-08-06 | 13F | Summit Investment Advisors, Inc. | 10 852 | 1,80 | 464 | 3,34 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 171 168 | 1,47 | 7 384 | 2,96 | ||||
| 2025-07-30 | NP | LEXI - Alexis Practical Tactical ETF | 68 110 | 2 908 | ||||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 2 579 | 0,66 | 111 | 2,78 | ||||
| 2025-08-14 | 13F | Talon Private Wealth, LLC | 18 207 | 7,09 | 785 | 8,73 | ||||
| 2025-07-23 | 13F | High Note Wealth, LLC | 90 | 4 | ||||||
| 2025-08-05 | 13F | Hunter Associates Investment Management Llc | 9 753 | 8,80 | 0 | |||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 91 881 | 3,92 | 3 964 | 5,43 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 397 693 | 4,75 | 17 157 | 6,29 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 21 492 | 5,05 | 927 | 6,67 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 19 794 | 235,15 | 854 | 239,84 | ||||
| 2025-08-13 | 13F | Everstar Asset Management, LLC | 23 669 | 0,46 | 1 021 | 2,00 | ||||
| 2025-08-28 | NP | Northern Lights Fund Trust - Sierra Tactical Bond Fund Investor Class Shares | 2 382 000 | 46,31 | 102 759 | 48,45 | ||||
| 2025-07-16 | 13F | Novem Group | 5 223 | 225 | ||||||
| 2025-08-14 | 13F | Kitching Partners, Llc | 225 023 | 4,84 | 9 708 | 6,37 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 747 | 17,08 | 32 | 18,52 | ||||
| 2025-08-14 | 13F | Vivaldi Capital Management, LLC | 9 657 | 1,26 | 417 | 2,72 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 35 711 | 13,62 | 1 541 | 15,79 | ||||
| 2025-08-08 | 13F | Omega Financial Group, LLC | 8 263 | 1,97 | 356 | 3,49 | ||||
| 2025-07-22 | 13F | Old National Bancorp /in/ | 93 609 | 3,13 | 4 038 | 4,64 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 2 589 503 | 13,53 | 111 711 | 15,19 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 13 736 | 14,12 | 593 | 15,85 | ||||
| 2025-07-14 | 13F | Toth Financial Advisory Corp | 1 197 | 52 | ||||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 11 626 | 502 | ||||||
| 2025-08-04 | 13F | ArborFi Advisors, LLC | 33 052 | 2,02 | 1 426 | 3,49 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 115 153 | 8,39 | 4 968 | 9,96 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 92 042 | 4,56 | 4 | 0,00 | ||||
| 2025-08-12 | 13F | Boreal Capital Management LLC | 2 500 | 108 | ||||||
| 2025-07-17 | 13F | LifeGoal Wealth Advisors | 10 716 | 462 | ||||||
| 2025-07-09 | 13F | Channel Wealth Llc | 11 019 | 1,27 | 475 | 2,81 | ||||
| 2025-08-06 | 13F | Aspect Partners, LLC | 259 | 11 | ||||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 123 202 | 37,38 | 5 315 | 39,37 | ||||
| 2025-08-05 | 13F | Blue Barn Wealth, LLC | 181 417 | 2,31 | 7 826 | 3,79 | ||||
| 2025-08-14 | 13F | Betterment LLC | 591 634 | 9,28 | 26 | 8,70 | ||||
| 2025-07-18 | 13F | Dogwood Wealth Management LLC | 9 | 0 | ||||||
| 2025-07-16 | 13F | TigerOak Management, L.L.C. | 5 129 | 221 | ||||||
| 2025-06-26 | NP | BYLD - iShares Yield Optimized Bond ETF | 507 853 | 21 492 | ||||||
| 2025-07-02 | 13F | S. R. Schill & Associates | 48 900 | 3,14 | 2 110 | 4,67 | ||||
| 2025-08-12 | 13F | Insigneo Advisory Services, Llc | 77 881 | 9,46 | 3 360 | 11,04 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 14 327 | 24,25 | 618 | 26,12 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 231 390 | 474,81 | 10 | 800,00 | ||||
| 2025-07-14 | 13F | Rooted Wealth Advisors, Inc. | 44 815 | 14,72 | 1 918 | 19,13 | ||||
| 2025-07-30 | 13F | Clune & Associates, Ltd. | 102 484 | 5,65 | 4 421 | 7,20 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 10 628 | 4,76 | 458 | 6,26 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 17 829 | 45,19 | 769 | 47,32 | ||||
| 2025-07-11 | 13F | My Legacy Advisors, LLC | 171 103 | 3,95 | 7 335 | 4,82 | ||||
| 2025-07-08 | 13F | Atwood & Palmer Inc | 436 172 | 52,50 | 18 816 | 54,72 | ||||
| 2025-08-12 | 13F | XTX Topco Ltd | 5 603 | 242 | ||||||
| 2025-07-28 | NP | FXED - Sound Enhanced Fixed Income ETF | 28 842 | 1,12 | 1 232 | −0,24 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 5 537 | 239 | ||||||
| 2025-08-01 | 13F | New York Life Investment Management Llc | 66 217 | 4,94 | 2 857 | 6,49 | ||||
| 2025-08-08 | 13F | Atlantic Trust, LLC | 67 | 3 | ||||||
| 2025-08-08 | 13F | Thrive Capital Management, LLC | 65 107 | 2 809 | ||||||
| 2025-07-24 | 13F | Blair William & Co/il | 6 589 | 174,89 | 284 | 181,19 | ||||
| 2025-08-01 | 13F | Penobscot Wealth Management | 24 383 | 10,79 | 1 052 | 12,41 | ||||
| 2025-07-23 | NP | WAHYX - Western Asset High Yield Fund Class I | 51 900 | 2 216 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 24 241 | 53,78 | 1 046 | 55,97 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 47 710 | 37,50 | 2 041 | 40,59 | ||||
| 2025-07-16 | 13F | Squire Investment Management Company, LLC | 34 699 | 20,26 | 1 497 | 22,02 | ||||
| 2025-07-23 | 13F | TriaGen Wealth Management LLC | 34 144 | 5,13 | 1 473 | 6,67 | ||||
| 2025-08-06 | 13F | Sage Advisory Services, Ltd.Co. | 124 423 | 6,05 | 5 368 | 7,60 | ||||
| 2025-07-15 | 13F | Norden Group Llc | 26 924 | 10,47 | 1 162 | 12,07 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 383 821 | 15,49 | 16 558 | 17,18 | ||||
| 2025-07-23 | 13F | Richardson Capital Management LLC | 2 244 | 0,99 | 97 | 2,13 | ||||
| 2025-07-02 | 13F | Central Pacific Bank - Trust Division | 92 443 | 833,01 | 3 988 | 847,03 | ||||
| 2025-07-09 | 13F | Alesco Advisors Llc | 135 265 | 114,04 | 5 835 | 117,16 | ||||
| 2025-07-15 | 13F | Carr Financial Group Corp | 27 805 | 12,96 | 1 199 | 14,63 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 148 889 | 105,27 | 6 423 | 108,27 | ||||
| 2025-08-27 | NP | ACTIX - Advisors Capital Tactical Fixed Income Fund | 354 300 | 15,94 | 15 285 | 17,62 | ||||
| 2025-08-05 | 13F | Summit Investment Advisory Services, LLC | 10 789 | 465 | ||||||
| 2025-03-27 | NP | FIXP - FolioBeyond Enhanced Fixed Income Premium ETF | 62 345 | 2 691 | ||||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 8 803 | 17,39 | 380 | 19,18 | ||||
| 2025-07-23 | 13F | TPG Financial Advisors, LLC | 9 960 | 5,01 | 430 | 6,45 | ||||
| 2025-08-13 | 13F/A | Claudia M.p. Batlle, Crp (r) Llc | 21 024 | 12,86 | 907 | 14,39 | ||||
| 2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 7 762 | 0,69 | 335 | 2,14 | ||||
| 2025-07-09 | 13F | Heritage Family Offices, LLP | 26 119 | 0,14 | 1 111 | 0,09 | ||||
| 2025-08-08 | 13F | Investment Partners, Ltd. | 107 104 | 6,97 | 4 620 | 8,53 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 260 974 | 70,62 | 11 258 | 73,12 | ||||
| 2025-08-04 | 13F | Impact Partnership Wealth, LLC | 14 422 | 622 | ||||||
| 2025-07-23 | 13F | Independent Solutions Wealth Management, LLC | 61 934 | 10,04 | 2 672 | 11,62 | ||||
| 2025-07-28 | NP | JSOSX - JPMorgan Strategic Income Opportunities Fund Class I | 442 500 | 18 895 | ||||||
| 2025-07-18 | 13F | Powers Advisory Group, LLC | 217 929 | 2,63 | 9 401 | 4,13 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 50 016 | 12,27 | 2 158 | 13,89 | ||||
| 2025-08-26 | NP | TFPN - Blueprint Chesapeake Multi-Asset Trend ETF | 48 762 | 58,66 | 2 104 | 61,03 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 14 013 | 0,07 | 605 | 1,51 | ||||
| 2025-07-15 | 13F | Legacy Financial Group LLC | 250 077 | 0,99 | 10 788 | 2,46 | ||||
| 2025-07-24 | 13F | Drucker Wealth 3.0, LLC | 25 648 | 1 100 | ||||||
| 2025-07-16 | 13F | Northern Oak Wealth Management Inc | 54 022 | 9,58 | 2 331 | 11,16 | ||||
| 2025-07-30 | 13F | Mid-American Wealth Advisory Group, Inc. | 82 | 4 | ||||||
| 2025-08-14 | 13F | Engineers Gate Manager LP | 39 720 | 12,21 | 1 714 | 13,82 | ||||
| 2025-08-01 | 13F | Planning Directions Inc | 84 017 | 10,94 | 3 624 | 12,55 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 14 850 | 1 | ||||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 406 648 | 103,12 | 17 543 | 106,09 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 3 009 970 | 18,94 | 129 850 | 20,68 | ||||
| 2025-07-16 | 13F | Diversified Enterprises, LLC | 8 781 | 5,90 | 379 | 7,39 | ||||
| 2025-07-09 | 13F | High Probability Advisors, LLC | 414 764 | 6,02 | 17 893 | 7,57 | ||||
| 2025-07-30 | NP | HCYAX - HILTON TACTICAL INCOME FUND Investor Class | 88 100 | 53,31 | 3 762 | 51,23 | ||||
| 2025-07-31 | 13F | Insight Wealth Partners, LLC | 6 051 | 4,40 | 261 | 6,10 | ||||
| 2025-08-14 | 13F | Millennium Management Llc | 24 345 | 12,21 | 1 050 | 13,88 | ||||
| 2025-07-22 | 13F | Kraematon Investment Advisors, Inc | 18 901 | 0,95 | 815 | 2,39 | ||||
| 2025-07-08 | 13F | GK Wealth Management LLC | 9 791 | 9,90 | 422 | 11,64 | ||||
| 2025-07-23 | 13F | Friedenthal Financial | 86 063 | 6,31 | 3 713 | 7,84 | ||||
| 2025-05-19 | 13F | Heck Capital Advisors, LLC | 0 | 0 | ||||||
| 2025-08-05 | 13F | Financial Sense Advisors, Inc. | 152 590 | 6 583 | ||||||
| 2025-08-11 | 13F | Guidance Point Advisors, LLC | 21 720 | 4,13 | 937 | 5,64 | ||||
| 2025-08-14 | 13F | Alliance Wealth Advisors, LLC /UT | 14 435 | 4,35 | 623 | 5,78 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 165 940 | 7,08 | 7 159 | 8,64 | ||||
| 2025-07-24 | 13F | WMG Financial Advisors, LLC | 6 809 | 8,53 | 294 | 10,15 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 19 752 | 6,71 | 852 | 8,26 | ||||
| 2025-07-21 | 13F | Jmac Enterprises Llc | 93 811 | 6,60 | 4 047 | 8,18 | ||||
| 2025-07-24 | 13F | KFA Private Wealth Group, LLC | 10 687 | 1,63 | 461 | 3,13 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 96 046 | 155,69 | 4 143 | 159,42 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1 597 | 69 | ||||||
| 2025-07-15 | 13F | Graypoint LLC | 181 200 | 4,00 | 7 817 | 5,51 | ||||
| 2025-04-29 | 13F | Financial Network Wealth Management LLC | 2 993 | 0 | ||||||
| 2025-08-06 | 13F | Savant Capital, LLC | 8 330 | 359 | ||||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 52 395 | 9,58 | 2 260 | 11,17 | ||||
| 2025-08-07 | 13F | Americana Partners, LLC | 6 792 | 293 | ||||||
| 2025-08-27 | NP | JNL SERIES TRUST - JNL iShares Tactical Growth Fund (A) | 231 911 | 0,61 | 10 005 | 2,08 | ||||
| 2025-07-31 | 13F | Ndwm Llc | 19 673 | 1,39 | 849 | 2,79 | ||||
| 2025-07-18 | 13F | Lockerman Financial Group, Inc. | 7 161 | 5,93 | 309 | 7,32 | ||||
| 2025-08-14 | 13F | Foronjy Financial Llc | 236 958 | 10 222 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 21 950 | 42,68 | 947 | 44,65 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 10 397 272 | 4,26 | 448 538 | 5,78 | ||||
| 2025-08-13 | 13F | Dana Investment Advisors, Inc. | 6 933 | 45,10 | 299 | 47,29 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 5 330 | 230 | ||||||
| 2025-08-13 | 13F | Baker Avenue Asset Management, LP | 494 622 | 2,46 | 21 338 | 3,95 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 15 094 | 8,01 | 651 | 9,60 | ||||
| 2025-08-14 | 13F | IPG Investment Advisors LLC | 12 834 | 0,85 | 554 | 2,22 | ||||
| 2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 105 287 | 81,47 | 4 542 | 84,18 | ||||
| 2025-08-14 | 13F | Capstone Investment Advisors, Llc | 234 101 | 18,17 | 10 099 | 19,90 | ||||
| 2025-07-14 | 13F | Pacifica Partners Inc. | 914 | 33,63 | 39 | 39,29 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 112 380 | 10,21 | 4 848 | 11,83 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 3 504 | 43,43 | 151 | 52,53 | ||||
| 2025-04-29 | NP | AMHYX - INVESCO High Yield Fund Class A | 820 000 | 118,67 | 35 490 | 126,74 | ||||
| 2025-08-14 | 13F | L2 Asset Management, LLC | 17 573 | 758 | ||||||
| 2025-07-25 | 13F | Endowment Wealth Management, Inc. | 41 815 | 12,65 | 1 804 | 14,26 | ||||
| 2025-07-23 | 13F | Peak Financial Management, Inc. | 231 161 | 2,39 | 9 972 | 3,89 | ||||
| 2025-07-30 | 13F | Alexis Investment Partners, LLC | 70 728 | 3 044 | ||||||
| 2025-07-29 | 13F | Angeles Wealth Management, Llc | 1 183 | 51 | ||||||
| 2025-08-13 | 13F | Hsbc Holdings Plc | 37 210 | 2,54 | 1 605 | 4,02 | ||||
| 2025-08-12 | 13F | Horizon Financial Services, Llc | 791 | 0,13 | 34 | 3,03 | ||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 5 134 | 221 | ||||||
| 2025-08-04 | 13F | Buck Wealth Strategies, LLC | 6 337 | 273 | ||||||
| 2025-08-12 | 13F | Nuveen, LLC | 196 241 | 8 466 | ||||||
| 2025-08-13 | 13F | Gibbs Wealth Management | 290 391 | 12 528 | ||||||
| 2025-07-28 | 13F | Rosenberg Matthew Hamilton | 31 868 | 6,11 | 1 375 | 7,60 | ||||
| 2025-08-14 | 13F | Whitford Management LLC | 202 000 | 8 714 | ||||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 248 | 11 | ||||||
| 2025-08-12 | 13F | Investments & Financial Planning, LLC | 45 093 | 5,63 | 1 945 | 7,16 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 6 951 | 300 | ||||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 107 992 | 0,47 | 4 649 | 1,73 | ||||
| 2025-04-29 | NP | Invesco High Income Trust Ii This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 74 000 | 196,00 | 3 203 | 207,00 | ||||
| 2025-08-13 | 13F | KilterHowling LLC | 318 795 | 3,35 | 13 753 | 5,75 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 4 577 | 197 | ||||||
| 2025-07-22 | 13F | Integrated Capital Management, LLC | 7 596 | 1,92 | 0 | |||||
| 2025-08-14 | 13F | Scott Marsh Financial, LLC | 43 177 | 1 863 | ||||||
| 2025-08-11 | 13F | Compass Capital Corp /ma/ /adv | 16 251 | 697 | ||||||
| 2025-08-11 | 13F | Addison Capital Co | 40 499 | 28,62 | 1 747 | 30,57 | ||||
| 2025-08-12 | 13F | Mmbg Investment Advisors Co. | 17 840 | 19,99 | 770 | 21,68 | ||||
| 2025-07-08 | 13F | Goldstone Financial Group, LLC | 72 235 | 3,27 | 3 104 | 4,34 | ||||
| 2025-07-17 | 13F | Paradigm Financial Partners, Llc | 348 131 | 10,70 | 15 018 | 12,32 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 205 574 | 5,62 | 8 868 | 7,17 | ||||
| 2025-08-14 | 13F | Fwl Investment Management, Llc | 2 156 | 1 290,97 | 93 | 1 450,00 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 11 803 | 51,30 | 509 | 53,78 | ||||
| 2025-08-04 | 13F | Whalen Wealth Management Inc. | 27 882 | 1 203 | ||||||
| 2025-08-14 | 13F | Permanens Capital L.P. | 881 749 | 38 039 | ||||||
| 2025-07-17 | 13F | Catalytic Wealth RIA, LLC | 40 810 | 172,78 | 1 761 | 176,73 | ||||
| 2025-08-15 | 13F | Zuckerman Investment Group, LLC | 18 709 | 15,73 | 807 | 17,47 | ||||
| 2025-08-01 | 13F | GoalVest Advisory LLC | 2 618 | 113 | ||||||
| 2025-08-12 | 13F | State Farm Mutual Automobile Insurance Co | 5 329 | 1 232,25 | 230 | 1 247,06 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 5 422 | 513,35 | 234 | 529,73 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 316 759 | 32,12 | 13 665 | 34,05 | ||||
| 2025-07-17 | 13F | ERn Financial, LLC | 6 613 | 0,78 | 285 | 2,15 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1 450 007 | 11,58 | 62 553 | 13,21 | ||||
| 2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 32 893 | 1,05 | 1 419 | 2,53 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 334 355 | 14 424 | ||||||
| 2025-06-26 | NP | BlackRock ETF Trust II - BlackRock Total Return ETF This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 11 336 | 31,20 | 480 | 28,76 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 109 054 | 11,24 | 4 686 | 12,43 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 4 530 | 134,72 | 195 | 137,80 | ||||
| 2025-08-04 | 13F | Twin City Private Wealth, Llc | 2 785 | 0,04 | 120 | 1,69 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 24 705 | 2,60 | 1 066 | 4,11 | ||||
| 2025-07-11 | 13F | Kingstone Capital Partners Texas, LLC | 2 374 404 | 99 | ||||||
| 2025-07-28 | 13F | Copia Wealth Management | 6 573 | 34,39 | 284 | 36,71 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 1 174 281 | 165,76 | 50 218 | 167,26 | ||||
| 2025-08-13 | 13F | Shepherd Financial Partners LLC | 5 653 | 1,24 | 244 | 2,53 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 10 799 | 6,76 | 466 | 8,14 | ||||
| 2025-08-08 | 13F | Empower Advisory Group, LLC | 9 687 474 | 6,02 | 417 918 | 7,57 | ||||
| 2025-08-05 | 13F | EPG Wealth Management LLC | 2 346 | 7,96 | 101 | 9,78 | ||||
| 2025-06-25 | NP | PCLRX - PGIM INCOME BUILDER FUND Class R | 54 432 | 0,18 | 2 304 | −1,79 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 818 046 | 0,34 | 35 291 | 1,81 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 23 482 | 24,68 | 1 013 | 26,31 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 53 203 | 2 295 | ||||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 58 978 | 5,48 | 2 544 | 7,03 | ||||
| 2025-08-14 | 13F | RMB Capital Management, LLC | 12 197 | 3,05 | 526 | 4,57 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 86 753 | 11,42 | 3 743 | 13,05 | ||||
| 2025-07-24 | 13F | Comprehensive Money Management Services LLC | 8 990 | 1,12 | 388 | 2,38 | ||||
| 2025-07-30 | 13F | Wallace Advisory Group, LLC | 6 907 | 0,06 | 294 | −0,34 | ||||
| 2025-07-16 | 13F | Twelve Points Wealth Management LLC | 14 947 | 182,93 | 645 | 187,50 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 404 290 | 18,28 | 17 441 | 20,01 | ||||
| 2025-08-11 | 13F | Howard Wealth Management, Llc | 7 050 | 28,88 | 304 | 31,03 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 14 547 | 0,28 | 628 | 1,79 | ||||
| 2025-08-12 | 13F | EFG Asset Management (Americas) Corp. | 131 752 | 348,21 | 5 684 | 355,00 | ||||
| 2025-08-06 | 13F | Round Rock Advisors, LLC | 19 071 | 0,20 | 823 | 1,61 | ||||
| 2025-08-04 | 13F | Beirne Wealth Consulting Services, LLC | 10 233 | 19,99 | 441 | 21,82 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 134 | 396,30 | 6 | 400,00 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 36 822 | 18,95 | 1 586 | 21,46 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 45 389 | 31,30 | 1 958 | 33,29 | ||||
| 2025-07-28 | 13F | Essex LLC | 82 338 | 71,69 | 3 552 | 74,20 | ||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 102 024 | 196,72 | 4 401 | 201,03 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 2 343 764 | 10,51 | 101 110 | 12,12 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 80 307 | 25,77 | 3 456 | 27,34 | ||||
| 2025-08-27 | NP | EBABX - Eaton Vance Core Plus Bond Fund Class A | 327 000 | 110,97 | 14 107 | 115,56 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 67 206 | 4,78 | 2 899 | 6,31 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 4 008 178 | 63,22 | 172 910 | 65,59 | ||||
| 2025-07-17 | 13F | Western Financial Corp/CA | 34 010 | 0,48 | 1 467 | 1,95 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 719 | 448,85 | 31 | 520,00 | ||||
| 2025-08-05 | 13F | Prosperity Consulting Group, LLC | 78 625 | 2,30 | 3 392 | 3,80 | ||||
| 2025-08-14 | 13F | Ssi Investment Management Llc | 187 827 | 8 103 | ||||||
| 2025-07-29 | 13F | Regions Financial Corp | 21 143 | 14,31 | 912 | 16,03 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 41 848 | 1,22 | 1 805 | 2,73 | ||||
| 2025-08-12 | 13F | Timber Creek Capital Management LLC | 62 454 | 24,93 | 2 679 | 26,02 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 4 131 | 0,02 | 178 | 1,71 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 21 829 | 1,53 | 940 | 3,18 | ||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 1 036 | 45 | ||||||
| 2025-07-31 | 13F | Sumitomo Mitsui Trust Holdings, Inc. | 77 500 | 2,18 | 3 343 | 3,66 | ||||
| 2025-07-28 | 13F | Holistic Planning, LLC | 14 818 | 2,48 | 639 | 4,07 | ||||
| 2025-07-10 | 13F | Klaas Financial Asset Advisors, LLC | 49 524 | 4,24 | 2 136 | 5,74 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 9 962 | 2,73 | 430 | 4,13 | ||||
| 2025-07-17 | 13F | Smith, Salley & Associates | 98 644 | 0,37 | 4 255 | 1,84 | ||||
| 2025-08-13 | 13F | Capital Advisors Wealth Management, LLC | 7 621 | 1,84 | 329 | 3,14 |
