Grunnleggende statistikk
| Institusjonelle eiere | 275 total, 275 long only, 0 short only, 0 long/short - change of 882,14% MRQ |
| Gjennomsnittlig porteføljeallokering | 0.2989 % - change of 18,00% MRQ |
| Institusjonelle aksjer (Long) | 68 612 983 (ex 13D/G) - change of 66,65MM shares 3 401,71% MRQ |
| Institusjonell verdi (Long) | $ 1 764 044 USD ($1000) |
Institusjonelt eierskap og aksjonærer
Blackrock ETF Trust - iShares A.I. Innovation and Tech Active ETF (US:BAI) har 275 institusjonelle eiere og aksjonærer som har sendt inn 13D/G- eller 13F-skjemaer til Securities Exchange Commission (SEC). Disse institusjonene eier til sammen 68,612,983 aksjer. De største aksjonærene inkluderer Envestnet Asset Management Inc, LPL Financial LLC, Jpmorgan Chase & Co, Cwm, Llc, Envestnet Portfolio Solutions, Inc., Morgan Stanley, Mml Investors Services, Llc, Resources Investment Advisors, LLC., Parcion Private Wealth LLC, and GWM Advisors LLC .
Blackrock ETF Trust - iShares A.I. Innovation and Tech Active ETF (ARCA:BAI) institusjonell eierstruktur viser nåværende posisjoner i selskapet fordelt på institusjoner og fond, samt de siste endringene i posisjonsstørrelse. De største aksjonærene kan være individuelle investorer, verdipapirfond, hedgefond eller institusjoner. Schedule 13D indikerer at investoren eier (eller har eid) mer enn 5 % av selskapet og har til hensikt (eller hadde til hensikt) å aktivt forfølge en endring i forretningsstrategien. Schedule 13G indikerer en passiv investering på over 5 %.
The share price as of September 10, 2025 is 34,22 / share. Previously, on October 22, 2024, the share price was 25,06 / share. This represents an increase of 36,55% over that period.
Fondssentiment-score
Fondssentiment Score (også kjent som akkumulering av eierskap poengsum) viser hvilke aksjer som er mest kjøpt av fond. Den er resultatet av en sofistikert, kvantitativ flerfaktormodell som identifiserer selskaper med de høyeste nivåene av institusjonell akkumulering. Beregningsmodellen for poeng bruker en kombinasjon av den totale økningen i antall offentliggjorte eiere, endringer i porteføljeallokeringen til disse eierne og andre beregninger. Tallet går fra 0 til 100, der høyere tall indikerer en høyere grad av akkumulering i forhold til sammenlignbare selskaper, der 50 er gjennomsnittet.
Oppdateringsfrekvens: Daglig
Sjekk ut Ownership Explorer, som inneholder en liste over de høyest rangerte selskapene.
Institusjonell Put/Call-forhold
I tillegg til å rapportere standard aksje- og gjeldsemisjoner må institusjoner med mer enn 100 millioner kroner i forvaltningskapital også oppgi beholdningen av put- og callopsjoner. Siden put-opsjoner generelt indikerer et negativt sentiment, og call-opsjoner indikerer et positivt sentiment, kan vi få et inntrykk av det generelle institusjonelle sentimentet ved å plotte forholdet mellom put- og call-opsjoner. Diagrammet til høyre viser det historiske forholdet mellom put- og call-opsjoner for dette instrumentet.
Ved å bruke Put/Call-forholdet som en indikator på investorsentimentet kan man overvinne en av de viktigste svakhetene ved å bruke totalt institusjonelt eierskap, nemlig at en betydelig andel av forvaltningskapitalen investeres passivt for å følge indekser. Passivt forvaltede fond kjøper vanligvis ikke opsjoner, slik at indikatoren for put/call-forhold i større grad gjenspeiler stemningen i aktivt forvaltede fond.
13D/G-arkiveringer
Vi presenterer 13D/G-arkiveringene separat fra 13F-arkiveringene fordi de behandles forskjellig av SEC. 13D/G-arkiveringene kan sendes inn av grupper av investorer (med én leder), mens 13D/G-arkiveringene ikke kan sendes inn. Dette fører til situasjoner der en investor kan sende inn en 13D/G-rapport med én verdi for alle aksjene (som representerer alle aksjene som eies av investorgruppen), men deretter sende inn en 13F-melding med en annen verdi for alle aksjene (som kun representerer deres eget eierskap). Dette betyr at aksjeeierskap i 13D/G-arkiveringene og 13F-arkiveringene ofte ikke er direkte sammenlignbare, og vi presenterer dem derfor separat.
Merk: Fra og med 16. mai 2021 viser vi ikke lenger eiere som ikke har sendt inn en 13D/G i løpet av det siste året. Tidligere viste vi hele historikken for 13D/G-arkiveringer. Generelt må enheter som er pålagt å sende inn 13D/G-arkiveringer, sende inn minst én gang i året før de sender inn en avsluttende rapport. Det hender imidlertid at fond trekker seg ut av posisjoner uten å sende inn en avsluttende innlevering (dvs. at de avvikler), slik at visning av hele historikken av og til fører til forvirring om det nåværende eierskapet. For å unngå forvirring viser vi nå bare "nåværende" eiere, det vil si eiere som har sendt inn informasjon i løpet av det siste året.
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| Fildato | Skjema | Investor | Tidligere aksjer |
Siste aksjer |
Δ Aksjer (prosent) |
Eierandel (prosent) |
Δ Eierandel (prosent) |
|
|---|---|---|---|---|---|---|---|---|
| 2025-07-15 | BlackRock Portfolio Management LLC | 400,000 | 31,181 | -92.20 | 0.00 | -100.00 | ||
| 2025-02-07 | BlackRock, Inc. | 0 | 0.00 |
13F- og NPORT-arkiveringer
Detaljer om 13F-arkiveringer er gratis. Detaljer om NP-arkiveringer krever et premium-medlemskap. Grønne rader indikerer nye posisjoner. Røde rader indikerer lukkede posisjoner. Klikk på lenke ikonet for å se hele transaksjonshistorikken.
Oppgrader
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| Fildato | Kilde | Investor | Type | Gjennomsnittlig pris (estimert) |
Aksjer | Δ Aksjer (%) |
Rapportert verdi ($1000) | Verdi (%) | Portallokering (%) | |
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 20 710 | 597 | ||||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 71 624 | 2 066 | ||||||
| 2025-08-11 | 13F | PAX Financial Group, LLC | 100 485 | 2 899 | ||||||
| 2025-08-06 | 13F | Black Swift Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 47 556 | 1 372 | ||||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 44 438 | 1 437 | ||||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 9 032 | 261 | ||||||
| 2025-08-12 | 13F | BlackRock, Inc. | 31 181 | −92,20 | 900 | −89,73 | ||||
| 2025-08-07 | 13F | Shared Vision Wealth Group LLC | 17 915 | 559 | ||||||
| 2025-07-16 | 13F | Crowley Wealth Management, Inc. | 4 700 | 104,35 | 136 | 170,00 | ||||
| 2025-08-13 | 13F | Vertex Planning Partners, LLC | 59 582 | 1 719 | ||||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 56 239 | 2 | ||||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 7 069 | 204 | ||||||
| 2025-08-05 | 13F | Fullcircle Wealth Llc | 19 254 | 600 | ||||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 711 | 65,73 | 21 | 122,22 | ||||
| 2025-08-14 | 13F | Gen-Wealth Partners Inc | 38 112 | 1 100 | ||||||
| 2025-08-14 | 13F | Avid Wealth Partners LLC | 130 002 | 3 751 | ||||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 991 219 | 28 597 | ||||||
| 2025-08-12 | 13F | Integras Partners LLC | 81 012 | 2 337 | ||||||
| 2025-07-29 | 13F | Horst & Graben Wealth Management LLC | 162 181 | 4 679 | ||||||
| 2025-08-13 | 13F | Transce3nd, LLC | 6 896 | 199 | ||||||
| 2025-08-14 | 13F | Keebeck Wealth Management, LLC | 56 010 | 1 616 | ||||||
| 2025-07-18 | 13F | Ewa, Llc | 235 893 | 6 806 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 1 827 247 | 52 716 | ||||||
| 2025-08-15 | 13F | Semmax Financial Advisors Inc. | 7 409 | 235 | ||||||
| 2025-07-23 | 13F | Detalus Advisors, LLC | 112 559 | 3 247 | ||||||
| 2025-07-28 | 13F | RCS Financial Planning, LLC | 18 398 | 531 | ||||||
| 2025-07-22 | 13F | Firethorn Wealth Partners, Llc | 24 531 | 708 | ||||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 204 761 | 5 907 | ||||||
| 2025-08-13 | 13F | Advocacy Wealth Management Services, LLC | 697 617 | 20 126 | ||||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 7 284 | 210 | ||||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 8 965 | 259 | ||||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 124 374 | 3 588 | ||||||
| 2025-07-18 | 13F | BCU Wealth Advisors, LLC | 8 754 | 253 | ||||||
| 2025-08-04 | 13F | Merkkuri Wealth Advisors LLC | 16 000 | 462 | ||||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 3 576 | 103 | ||||||
| 2025-07-21 | 13F | Abundance Wealth Counselors | 992 904 | 2,11 | 29 | 33,33 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 275 467 | 7 947 | ||||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 7 173 | 207 | ||||||
| 2025-08-05 | 13F | Commonwealth Retirement Investments LLC | 17 868 | 515 | ||||||
| 2025-07-01 | 13F | Bush Investment Group, Llc | 85 978 | 2 480 | ||||||
| 2025-07-23 | 13F | True Vision MN LLC | 43 452 | 1 254 | ||||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 887 | 26 | ||||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 558 486 | 16 112 | ||||||
| 2025-07-15 | 13F | StoneCrest Wealth Management, Inc. | 134 866 | 4,44 | 3 891 | 37,65 | ||||
| 2025-08-11 | 13F | Eq Llc | 167 032 | 4 819 | ||||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 135 633 | 25 017,22 | 3 913 | 35 463,64 | ||||
| 2025-08-13 | 13F | BCJ Capital Management, LLC | 92 558 | 2 670 | ||||||
| 2025-07-25 | 13F | Northwest Capital Management Inc | 15 542 | 448 | ||||||
| 2025-08-11 | 13F | Tidemark, LLC | 69 869 | 2 016 | ||||||
| 2025-08-06 | 13F | Tradewinds, LLC. | 16 000 | 462 | ||||||
| 2025-07-29 | 13F | Clearview Wealth Advisors LLC | 12 053 | 348 | ||||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 18 928 | 546 | ||||||
| 2025-07-22 | 13F | Team Financial Group, LLC | 512 | 15 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 210 352 | 6 | ||||||
| 2025-07-17 | 13F | Raleigh Capital Management Inc. | 12 178 | 351 | ||||||
| 2025-07-15 | 13F | Financial Management Professionals, Inc. | 957 | −81,00 | 28 | −75,45 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 114 539 | 3 304 | ||||||
| 2025-07-22 | 13F | Bay Harbor Wealth Management, LLC | 69 301 | 1 999 | ||||||
| 2025-07-15 | 13F | Signet Financial Management, Llc | 82 590 | 2 383 | ||||||
| 2025-08-14 | 13F | Betterment LLC | 7 587 | 0 | ||||||
| 2025-07-11 | 13F | My Legacy Advisors, LLC | 21 439 | 622 | ||||||
| 2025-07-16 | 13F | ORG Partners LLC | 6 974 | 197 | ||||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 96 102 | 3 000 | ||||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 15 320 | 442 | ||||||
| 2025-07-18 | 13F | B.O.S.S. Retirement Advisors, LLC | 7 547 | 218 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 831 760 | 24 | ||||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 218 348 | 6 299 | ||||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 10 104 | 292 | ||||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 1 486 | 43 | ||||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 64 403 | 34,82 | 1 858 | 77,80 | ||||
| 2025-07-14 | 13F | Proathlete Wealth Management Llc | 13 | 160,00 | 0 | |||||
| 2025-08-06 | 13F | Csenge Advisory Group | 31 794 | 823 | ||||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 19 113 | 551 | ||||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 6 050 | −63,41 | 164 | −54,85 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 895 | 26 | ||||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 4 121 | 119 | ||||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 23 250 | 671 | ||||||
| 2025-07-28 | 13F | WealthPLAN Partners, LLC | 16 793 | 484 | ||||||
| 2025-07-16 | 13F | MKT Advisors LLC | 7 577 | 214 | ||||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 18 906 | 545 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 18 368 | 530 | ||||||
| 2025-08-01 | 13F | Transcend Wealth Collective, Llc | 11 974 | 345 | ||||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 142 197 | 4 102 | ||||||
| 2025-08-14 | 13F | Icon Wealth Advisors, LLC | 198 976 | 5 740 | ||||||
| 2025-08-12 | 13F | New Republic Capital, LLC | 2 086 | 60 | ||||||
| 2025-08-14 | 13F | Bramshill Investments, LLC | 12 000 | 346 | ||||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 375 310 | 10 828 | ||||||
| 2025-08-08 | 13F | Security Financial Services, INC. | 199 923 | 5 768 | ||||||
| 2025-07-29 | 13F | Swmg, Llc | 87 822 | 2 688 | ||||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 26 115 | 753 | ||||||
| 2025-08-05 | 13F | Tsfg, Llc | 138 429 | 4 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 72 187 | 2 083 | ||||||
| 2025-08-04 | 13F | Family Wealth Group, LLC | 7 073 | 204 | ||||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 16 797 | 485 | ||||||
| 2025-08-08 | 13F | Wealth Alliance | 120 799 | 3 485 | ||||||
| 2025-07-25 | 13F | Cwm, Llc | 2 634 012 | 76 | ||||||
| 2025-07-07 | 13F | Accelerate Investment Advisors LLC | 8 465 | 244 | ||||||
| 2025-08-12 | 13F | Change Path, LLC | 344 995 | 9 953 | ||||||
| 2025-08-12 | 13F | Maripau Wealth Management Llc | 10 645 | 306 | ||||||
| 2025-08-14 | 13F | Redwood Investment Management, Llc | 20 174 | 1 | ||||||
| 2025-08-12 | 13F | Edmond De Rothschild Holding S.a. | 6 960 | 0,00 | 201 | 31,58 | ||||
| 2025-08-11 | 13F | Resurgent Financial Advisors LLC | 7 317 | 211 | ||||||
| 2025-08-11 | 13F | Theory Financial Llc | 24 304 | 759 | ||||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 25 306 | 730 | ||||||
| 2025-08-12 | 13F | MAI Capital Management | 170 | 0,00 | 5 | 33,33 | ||||
| 2025-07-15 | 13F | Spectrum Planning & Advisory Services Inc. | 46 523 | 1 342 | ||||||
| 2025-08-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 7 038 | 0 | ||||||
| 2025-08-13 | 13F | Keystone Financial Group | 10 637 | 307 | ||||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 23 769 | 686 | ||||||
| 2025-07-29 | 13F | ShoreHaven Wealth Partners, LLC | 81 412 | 2 349 | ||||||
| 2025-07-14 | 13F | Cobblestone Asset Management LLC | 55 763 | 1 609 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 78 571 | 34 061,30 | 2 267 | 45 240,00 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 34 152 | 985 | ||||||
| 2025-07-10 | 13F | Sharkey, Howes & Javer | 225 104 | 6 494 | ||||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 75 471 | 2 177 | ||||||
| 2025-08-06 | 13F | Regimen Wealth, Llc | 15 888 | 458 | ||||||
| 2025-07-23 | 13F | Stephen J. Garry & Associates, Llc | 17 445 | 503 | ||||||
| 2025-08-04 | 13F | Spire Wealth Management | 6 987 | 202 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 219 035 | 4 253,71 | 6 319 | 5 643,64 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 41 | 1 | ||||||
| 2025-08-06 | 13F | Mark Sheptoff Financial Planning, Llc | 15 980 | 19,43 | 461 | 57,88 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 577 916 | 17 | ||||||
| 2025-08-14 | 13F | IPG Investment Advisors LLC | 8 250 | 238 | ||||||
| 2025-07-07 | 13F | Centurion Wealth Management LLC | 21 507 | 620 | ||||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 25 359 | 732 | ||||||
| 2025-07-31 | 13F | TSA Wealth Managment LLC | 92 506 | 2 669 | ||||||
| 2025-08-04 | 13F | Atria Investments Llc | 268 193 | 7 737 | ||||||
| 2025-08-04 | 13F | Horizon Wealth Management, LLC | 158 555 | 4 574 | ||||||
| 2025-08-04 | 13F | Roble, Belko & Company, Inc | 363 | 0 | ||||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 6 575 | 190 | ||||||
| 2025-07-22 | 13F | Duncan Williams Asset Management, LLC | 7 368 | 213 | ||||||
| 2025-08-06 | 13F | Quadrant Private Wealth Management, LLC | 54 253 | 1 565 | ||||||
| 2025-08-01 | 13F | May Hill Capital, LLC | 33 416 | 964 | ||||||
| 2025-07-22 | 13F | Sutton Place Investors Llc | 13 468 | 389 | ||||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 55 152 | 1 591 | ||||||
| 2025-08-14 | 13F | Sentinus, LLC | 83 379 | 2 405 | ||||||
| 2025-07-22 | 13F | Kickstand Ventures, Llc. | 7 368 | 213 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 9 972 | 288 | ||||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 38 174 | 1 101 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 470 053 | 13 561 | ||||||
| 2025-07-21 | 13F | Ascent Group, LLC | 459 952 | 13 270 | ||||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 142 | 4 | ||||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 12 147 | 350 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 184 211 | 5 314 | ||||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 48 807 | 1 408 | ||||||
| 2025-08-13 | 13F | Elios Financial Group Inc. | 11 092 | 320 | ||||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 152 348 | 4 395 | ||||||
| 2025-08-04 | 13F | Assetmark, Inc | 78 546 | 2 266 | ||||||
| 2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 216 193 | 6 | ||||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 7 097 | 204 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 21 973 766 | 633 943 | ||||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 84 494 | 2 633 | ||||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 28 480 | 822 | ||||||
| 2025-08-13 | 13F | Maia Wealth LLC | 55 936 | 1 614 | ||||||
| 2025-08-07 | 13F | PFG Advisors | 20 933 | 604 | ||||||
| 2025-07-25 | 13F | ONE Advisory Partners, LLC | 149 931 | 4 526 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 1 022 658 | 335 197,70 | 29 504 | 491 616,67 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 20 479 | 591 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 180 | 5 | ||||||
| 2025-07-17 | 13F | Tempus Wealth Planning, LLC | 7 851 | 227 | ||||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 257 | 8 | ||||||
| 2025-07-21 | 13F | Cardinal Strategic Wealth Guidance | 107 032 | 3 088 | ||||||
| 2025-07-22 | 13F | Valeo Financial Advisors, LLC | 86 550 | 87 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 1 746 655 | 50 | ||||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 215 020 | 6 203 | ||||||
| 2025-07-18 | 13F | Swp Financial Llc | 56 407 | 1 627 | ||||||
| 2025-07-17 | 13F | Kelly Financial Services LLC | 182 257 | 5 258 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 3 938 293 | 3 613 012,84 | 113 620 | 5 680 850,00 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 207 | 6 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 160 000 | 4 616 | ||||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 50 | 1 | ||||||
| 2025-08-07 | 13F | Keystone Financial Services | 108 786 | 3 138 | ||||||
| 2025-07-21 | 13F | Triad Wealth Partners, LLC | 133 092 | 3 840 | ||||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 210 | 536,36 | 6 | |||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 8 673 | 280 | ||||||
| 2025-07-09 | 13F | Beacon Financial Group | 130 833 | 3 775 | ||||||
| 2025-08-12 | 13F | Absolute Capital Management, LLC | 9 836 | 284 | ||||||
| 2025-08-13 | 13F | Berbice Capital Management LLC | 38 195 | 1 102 | ||||||
| 2025-08-08 | 13F | Comprehensive Financial Planning, Inc./PA | 329 | 0,00 | 9 | 28,57 | ||||
| 2025-07-07 | 13F | RDA Financial Network | 6 940 | 200 | ||||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 10 647 | 307 | ||||||
| 2025-07-31 | 13F | Fedenia Advisers LLC | 8 212 | 237 | ||||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 88 786 | 2 561 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 39 804 | 1 148 | ||||||
| 2025-07-21 | 13F | Ashton Thomas Securities, Llc | 41 400 | 1 194 | ||||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 8 200 | 237 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 74 568 | 2 151 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 107 | 3 | ||||||
| 2025-07-25 | 13F | Midwest Capital Advisors, LLC | 121 771 | 3 513 | ||||||
| 2025-07-28 | 13F | Keeler & Nadler Financial Planning & Wealth Management | 82 084 | 2 368 | ||||||
| 2025-07-18 | 13F | Truist Financial Corp | 261 510 | 7 545 | ||||||
| 2025-07-30 | 13F | LGT Financial Advisors LLC | 6 947 | 200 | ||||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 70 363 | 2 030 | ||||||
| 2025-08-13 | 13F | Kilter Group LLC | 89 622 | 2 586 | ||||||
| 2025-08-01 | 13F | Austin Private Wealth, LLC | 391 384 | 11 291 | ||||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 7 361 | 212 | ||||||
| 2025-07-21 | 13F | Catalina Capital Group, LLC | 7 512 | 217 | ||||||
| 2025-07-11 | 13F | Lantz Financial LLC | 28 012 | 808 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 7 095 | 205 | ||||||
| 2025-08-13 | 13F | Hobbs Wealth Management, LLC | 60 443 | 1 744 | ||||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 31 299 | 903 | ||||||
| 2025-07-07 | 13F | Retirement Wealth Solutions LLC | 16 801 | 485 | ||||||
| 2025-07-07 | 13F | Global Wealth Strategies & Associates | 34 494 | 995 | ||||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 78 136 | 2 254 | ||||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 111 948 | 3 230 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-24 | 13F | Vantage Point Financial LLC | 15 809 | 456 | ||||||
| 2025-07-30 | 13F | Brookstone Capital Management | 72 786 | 2 100 | ||||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 924 155 | 26 662 | ||||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 26 084 | 753 | ||||||
| 2025-08-05 | 13F | Sigma Planning Corp | 9 644 | 278 | ||||||
| 2025-08-01 | 13F | Belvedere Trading LLC | 7 194 | 208 | ||||||
| 2025-07-29 | 13F | Private Trust Co Na | 4 401 | 127 | ||||||
| 2025-08-01 | 13F | Belvedere Trading LLC | Call | 900 | 26 | |||||
| 2025-07-22 | 13F | Marks Group Wealth Management, Inc | 74 676 | 2 154 | ||||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 170 | 0,00 | 5 | 33,33 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 60 182 | 1 738 | ||||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 2 165 | 21 550,00 | 62 | |||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 13 609 | 393 | ||||||
| 2025-07-23 | 13F | Steel Peak Wealth Management LLC | 173 657 | 5 010 | ||||||
| 2025-07-30 | 13F | Parcion Private Wealth LLC | 1 063 208 | 30 674 | ||||||
| 2025-08-07 | 13F | Apeiron RIA LLC | 54 052 | 1 559 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 49 519 | 1 429 | ||||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 2 316 | 67 | ||||||
| 2025-07-09 | 13F | Lifelong Wealth Advisors, Inc. | 39 634 | 1 143 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 24 954 | 720 | ||||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 827 | 0 | ||||||
| 2025-08-08 | 13F | Apex Wealth Management, LLC | 9 013 | 260 | ||||||
| 2025-08-13 | 13F | BlackDiamond Wealth Management Inc. | 29 340 | 828 | ||||||
| 2025-08-15 | 13F | High Falls Advisors, Inc | 141 420 | 4 080 | ||||||
| 2025-08-12 | 13F | WealthTrak Capital Management LLC | 11 391 | 329 | ||||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 22 633 | 653 | ||||||
| 2025-07-24 | 13F | JB Capital LLC | 790 720 | 22 812 | ||||||
| 2025-08-07 | 13F | W Advisors, Llc | 13 292 | 383 | ||||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 66 507 | 1 919 | ||||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 10 918 | 315 | ||||||
| 2025-08-14 | 13F | LifePlan Investment Advisors, Inc. | 13 047 | 376 | ||||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 1 150 453 | 33 191 | ||||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 147 504 | 4 255 | ||||||
| 2025-07-22 | 13F | Ffg Retirement Advisors Llc | 13 624 | 393 | ||||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 1 509 | 0,00 | 44 | 30,30 | ||||
| 2025-07-18 | 13F | SigFig Wealth Management, LLC | 50 665 | 1 453 | ||||||
| 2025-08-11 | 13F | Wealthgarden F.s. Llc | 19 696 | 615 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 7 593 595 | 2 433,77 | 219 075 | 3 239,56 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 63 888 | 1 843 | ||||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 658 567 | 19 000 | ||||||
| 2025-07-24 | 13F | Certus Wealth Management, LLC | 50 898 | 1 468 | ||||||
| 2025-07-28 | 13F | Cypress Wealth Services, LLC | 107 993 | 3 116 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 871 685 | 25 148 | ||||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 27 255 | 786 | ||||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 133 677 | 3 857 | ||||||
| 2025-08-06 | 13F | Hoxton Planning & Management, LLC | 27 408 | 791 | ||||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 101 984 | 2 942 | ||||||
| 2025-07-29 | 13F | Two West Capital Advisors LLC | 6 982 | 213 | ||||||
| 2025-07-22 | 13F | BridgePort Financial Solutions, LLC | 14 277 | 412 | ||||||
| 2025-07-29 | 13F | Activest Wealth Management | 0 | 0 | ||||||
| 2025-07-31 | 13F/A | Interchange Capital Partners, LLC | 17 126 | 492 | ||||||
| 2025-08-27 | 13F | Barnes Wealth Management Group, Inc | 29 301 | 845 | ||||||
| 2025-07-24 | 13F | M1 Capital Management LLC | 49 681 | 1 433 | ||||||
| 2025-07-17 | 13F | One Wealth Advisors, LLC | 115 742 | 3 339 | ||||||
| 2025-07-24 | 13F | Eastern Bank | 35 | 1 | ||||||
| 2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 57 262 | 1 652 | ||||||
| 2025-08-13 | 13F | Shepherd Financial Partners LLC | 253 799 | 7 322 | ||||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 14 754 | 426 | ||||||
| 2025-08-07 | 13F | Nwam Llc | 11 393 | 354 | ||||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 32 411 | 33,32 | 989 | 80,62 | ||||
| 2025-08-01 | 13F | Liberty Wealth Management Llc | 63 541 | 1 833 | ||||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 57 660 | 1 669 | ||||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 2 189 223 | 63 159 | ||||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 116 850 | 3 371 | ||||||
| 2025-08-06 | 13F | One Wealth Capital Management, Llc | 35 218 | 1 016 | ||||||
| 2025-08-13 | 13F | West Wealth Group, LLC | 156 642 | 4 933 | ||||||
| 2025-07-24 | 13F | Endeavor Private Wealth, Inc. | 40 259 | 1 161 | ||||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 654 | 0,00 | 19 | 28,57 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 57 390 | 1 656 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 193 875 | 5 593 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 51 763 | 1 493 |
