Grunnleggende statistikk
Institusjonelle eiere | 181 total, 181 long only, 0 short only, 0 long/short - change of 5,23% MRQ |
Gjennomsnittlig porteføljeallokering | 0.2461 % - change of 11,87% MRQ |
Institusjonelle aksjer (Long) | 14 434 666 (ex 13D/G) - change of 2,57MM shares 21,61% MRQ |
Institusjonell verdi (Long) | $ 455 641 USD ($1000) |
Institusjonelt eierskap og aksjonærer
Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - May (US:PMAY) har 181 institusjonelle eiere og aksjonærer som har sendt inn 13D/G- eller 13F-skjemaer til Securities Exchange Commission (SEC). Disse institusjonene eier til sammen 14,434,666 aksjer. De største aksjonærene inkluderer Alliancebernstein L.p., Penserra Capital Management LLC, Innovator ETFs Trust - Innovator Laddered Fund of U.S. Equity Power Buffer ETFs, Raymond James Financial Inc, Advisor Group Holdings, Inc., Commonwealth Equity Services, Llc, Kovitz Investment Group Partners, LLC, Cetera Investment Advisers, LPL Financial LLC, and Southland Equity Partners LLC .
Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - May (BATS:PMAY) 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 38,63 / share. Previously, on September 11, 2024, the share price was 34,69 / share. This represents an increase of 11,36% 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.
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
for å låse opp premiedata og eksportere til Excel.
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Fildato | Kilde | Investor | Type | Gjennomsnittlig pris (estimert) |
Aksjer | Δ Aksjer (%) |
Rapportert verdi ($1000) | Verdi (%) | Portallokering (%) | |
---|---|---|---|---|---|---|---|---|---|---|
2025-07-17 | 13F | Clear Point Advisors Inc. | 33 740 | −0,56 | 1 275 | 4,94 | ||||
2025-07-22 | 13F | Siligmueller & Norvid Wealth Advisors LLC | 16 677 | 0,00 | 632 | 5,70 | ||||
2025-08-14 | 13F | Visionary Wealth Advisors | 42 502 | −1,36 | 1 606 | 4,15 | ||||
2025-07-22 | 13F | Merit Financial Group, LLC | 15 722 | 594 | ||||||
2025-08-06 | 13F | Penserra Capital Management LLC | 1 546 071 | 14,08 | 58 | 20,83 | ||||
2025-07-23 | 13F | Valmark Advisers, Inc. | 38 296 | 5,76 | 1 447 | 11,65 | ||||
2025-08-12 | 13F | Coldstream Capital Management Inc | 11 582 | 147,90 | 438 | 161,68 | ||||
2025-07-31 | 13F | Gill Capital Partners, Llc | 32 613 | −30,74 | 1 232 | −26,88 | ||||
2025-09-09 | 13F | NWF Advisory Services Inc. | 6 700 | 0,00 | 253 | 5,86 | ||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 1 500 | −11,76 | 57 | −6,67 | ||||
2025-05-05 | 13F | PCA Investment Advisory Services Inc. | 0 | −100,00 | 0 | |||||
2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 11 334 | 16,99 | 428 | 23,70 | ||||
2025-08-13 | 13F | BCJ Capital Management, LLC | 14 644 | 20,06 | 553 | 26,83 | ||||
2025-08-14 | 13F | CoreCap Advisors, LLC | 78 219 | 161,23 | 2 956 | 175,91 | ||||
2025-04-29 | 13F | Strategic Blueprint, LLC | 0 | −100,00 | 0 | |||||
2025-05-14 | 13F | Oarsman Capital, Inc. | 0 | −100,00 | 0 | |||||
2025-07-25 | 13F | NorthRock Partners, LLC | 1 742 | 0,00 | 66 | 4,84 | ||||
2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 6 193 | 234 | ||||||
2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 8 776 | 14,38 | 332 | 20,80 | ||||
2025-07-29 | 13F | Private Trust Co Na | 3 438 | 0,00 | 130 | 4,88 | ||||
2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 9 990 | 33,82 | 378 | 41,20 | ||||
2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 18 203 | 0,00 | 688 | 5,53 | ||||
2025-08-08 | 13F | Avantax Advisory Services, Inc. | 9 594 | 60,19 | 363 | 69,16 | ||||
2025-07-23 | 13F | RiverTree Advisors, LLC | 15 545 | 0,00 | 587 | 5,58 | ||||
2025-08-14 | 13F | Jane Street Group, Llc | 6 678 | −1,98 | 252 | 3,70 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-12 | 13F | Jacobi Capital Management LLC | 15 671 | 0,00 | 592 | 5,53 | ||||
2025-08-14 | 13F | Royal Bank Of Canada | 0 | −100,00 | 0 | |||||
2025-07-29 | 13F | AssuredPartners Investment Advisors, LLC | 18 009 | −70,18 | 681 | −68,55 | ||||
2025-08-14 | 13F | Arete Wealth Advisors, LLC | 6 734 | 6,58 | 0 | |||||
2025-07-09 | 13F | Keystone Wealth Services, LLC | 7 546 | 18,91 | 285 | 25,55 | ||||
2025-08-06 | 13F | Valtinson Bruner Financial Planning LLC | 8 066 | −7,94 | 305 | −2,88 | ||||
2025-04-22 | 13F | Continuum Wealth Advisors, Llc | 0 | −100,00 | 0 | |||||
2025-07-24 | 13F | Weaver Capital Management LLC | 39 320 | −24,73 | 1 486 | −20,59 | ||||
2025-08-14 | 13F | Main Street Financial Solutions, LLC | 16 596 | 0,00 | 627 | 5,56 | ||||
2025-08-19 | 13F | National Asset Management, Inc. | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 2 371 | 0,00 | 90 | 5,95 | ||||
2025-07-29 | 13F | Stephens Inc /ar/ | 15 170 | 0,00 | 573 | 5,52 | ||||
2025-07-02 | 13F | McAlister, Sweet & Associates, Inc. | 125 237 | 4 732 | ||||||
2025-08-01 | 13F | Advisory Alpha, LLC | 37 147 | 0,55 | 1 404 | 6,13 | ||||
2025-04-25 | 13F | Crown Wealth Group, LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 49 548 | 15,15 | 1 872 | 21,56 | ||||
2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 38 314 | 13,07 | 1 448 | 19,29 | ||||
2025-08-14 | 13F | Raymond James Financial Inc | 507 341 | 26,67 | 19 172 | 33,70 | ||||
2025-07-18 | 13F | Truist Financial Corp | 140 998 | 60,90 | 5 328 | 69,84 | ||||
2025-08-05 | 13F | Milestone Asset Management, Llc | 12 858 | 0,00 | 486 | 5,43 | ||||
2025-08-13 | 13F | SageView Advisory Group, LLC | 58 076 | 2 219 | ||||||
2025-07-11 | 13F | Cypress Financial Planning Llc | 7 273 | −1,49 | 275 | 3,79 | ||||
2025-08-12 | 13F | Leigh Baldwin & Co., Llc | 27 900 | 3,33 | 1 054 | 9,11 | ||||
2025-07-17 | 13F | Keystone Global Partners, LLC | 4 697 | 0,00 | 177 | 5,36 | ||||
2025-08-04 | 13F | JDM Financial Group LLC | 6 980 | 10,97 | 264 | 16,89 | ||||
2025-07-07 | 13F | Vishria Bird Financial Group, LLC | 30 411 | 0,00 | 1 149 | 5,61 | ||||
2025-07-31 | 13F | Orion Capital Management LLC | 12 099 | −0,83 | 457 | 4,82 | ||||
2025-08-14 | 13F | Aqr Capital Management Llc | 0 | −100,00 | 0 | |||||
2025-07-10 | 13F | Kmg Fiduciary Partners, Llc | 6 109 | 0,21 | 231 | 5,50 | ||||
2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 8 029 | −5,71 | 303 | −0,33 | ||||
2025-08-06 | 13F | Wedbush Securities Inc | 5 640 | 0 | ||||||
2025-06-24 | NP | Innovator ETFs Trust - Innovator Laddered Fund of U.S. Equity Power Buffer ETFs | 1 350 903 | 10,76 | 48 457 | 9,41 | ||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 411 419 | 24,18 | 16 | 36,36 | ||||
2025-08-08 | 13F | Gts Securities Llc | 9 676 | 366 | ||||||
2025-08-14 | 13F | EP Wealth Advisors, Inc. | 54 120 | −1,44 | 2 045 | 4,07 | ||||
2025-08-13 | 13F | Townsquare Capital Llc | 0 | −100,00 | 0 | |||||
2025-07-17 | 13F | City Holding Co | 1 507 | 0,00 | 57 | 5,66 | ||||
2025-07-15 | 13F | Retirement Income Solutions, Inc | 7 838 | 0,00 | 296 | 5,71 | ||||
2025-08-05 | 13F | Integrity Financial Corp /WA | 6 735 | −14,94 | 255 | −10,25 | ||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 170 580 | 239,11 | 6 456 | 258,67 | ||||
2025-07-25 | 13F | Yarger Wealth Strategies, Llc | 115 406 | 85,50 | 4 361 | 95,82 | ||||
2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 29 723 | −1,00 | 1 070 | −0,83 | ||||
2025-07-28 | 13F | WealthPlan Investment Management, LLC | 9 950 | −3,36 | 376 | 1,90 | ||||
2025-05-15 | 13F | Camarda Financial Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | Bedel Financial Consulting, Inc. | 14 508 | 0,00 | 548 | 5,18 | ||||
2025-08-19 | 13F | Cape Investment Advisory, Inc. | 25 139 | 39,36 | 950 | 47,13 | ||||
2025-08-29 | 13F | Centaurus Financial, Inc. | 5 549 | 0 | ||||||
2025-07-10 | 13F | Focus Financial Network, Inc. | 18 978 | −11,53 | 717 | −6,52 | ||||
2025-08-15 | 13F | Morgan Stanley | 465 | 167,24 | 18 | 183,33 | ||||
2025-07-31 | 13F | Pinnacle Wealth Management Group, Inc. | 102 713 | 13,60 | 3 881 | 19,93 | ||||
2025-08-14 | 13F | GWM Advisors LLC | 15 123 | 52,22 | 571 | 60,85 | ||||
2025-08-04 | 13F | Assetmark, Inc | 59 | −35,87 | 2 | −33,33 | ||||
2025-07-30 | 13F | Drive Wealth Management, Llc | 8 643 | 12,64 | 327 | 18,98 | ||||
2025-08-01 | 13F | FSA Advisors, Inc. | 11 546 | 0,22 | 436 | 5,83 | ||||
2025-08-08 | 13F | Creative Planning | 6 822 | 0,00 | 258 | 5,33 | ||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 152 722 | 128,87 | 5 771 | 141,67 | ||||
2025-05-15 | 13F | Two Sigma Securities, Llc | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-28 | 13F | Cornerstone Wealth Group, LLC | 15 687 | 26,18 | 593 | 33,03 | ||||
2025-08-11 | 13F | Outlook Wealth Advisors, LLC | 15 144 | −14,33 | 572 | −9,49 | ||||
2025-05-07 | 13F | Keystone Financial Group, Inc. | 0 | −100,00 | 0 | |||||
2025-07-22 | 13F | Diligent Investors, LLC | 21 008 | 61,50 | 794 | 70,54 | ||||
2025-08-08 | 13F | Foundations Investment Advisors, LLC | 6 575 | 6,95 | 248 | 12,73 | ||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 77 621 | 17,56 | 3 | 0,00 | ||||
2025-08-14 | 13F | Old Mission Capital Llc | 39 725 | −48,97 | 1 501 | −46,12 | ||||
2025-07-10 | 13F | Secure Asset Management, LLC | 15 180 | 0,00 | 574 | 5,52 | ||||
2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 37 853 | 0,00 | 1 430 | 5,54 | ||||
2025-08-07 | 13F | Lakeridge Wealth Management LLC | 23 992 | 12,63 | 907 | 18,90 | ||||
2025-07-09 | 13F | Lineweaver Wealth Advisors, LLC | 49 255 | 0,00 | 1 861 | 5,56 | ||||
2025-08-14 | 13F | First Commonwealth Financial Corp /pa/ | 36 967 | −2,92 | 1 397 | 2,42 | ||||
2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 1 000 | 0,00 | 38 | 5,71 | ||||
2025-08-14 | 13F | UBS Group AG | 0 | −100,00 | 0 | |||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 495 679 | 20,67 | 18 727 | 27,35 | ||||
2025-07-17 | 13F | Hengehold Capital Management Llc | 8 700 | 0,00 | 329 | 5,47 | ||||
2025-07-09 | 13F | Fragasso Group Inc. | 25 190 | 0,00 | 952 | 5,55 | ||||
2025-08-14 | 13F | Beck Capital Management, Llc | 23 846 | −0,66 | 901 | 4,89 | ||||
2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 500 | −47,37 | 0 | |||||
2025-08-13 | 13F | Cresset Asset Management, LLC | 10 741 | 406 | ||||||
2025-07-21 | 13F | Seros Financial, LLC | 9 082 | 0,00 | 343 | 5,54 | ||||
2025-07-30 | 13F | Brookstone Capital Management | 163 667 | −2,74 | 6 185 | 2,66 | ||||
2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 36 332 | 8,74 | 1 373 | 14,72 | ||||
2025-07-28 | 13F | Harbour Investments, Inc. | 48 632 | 0,95 | 1 838 | 6,55 | ||||
2025-07-15 | 13F | BigSur Wealth Management LLC | 1 500 | 0,00 | 57 | 5,66 | ||||
2025-08-12 | 13F | LPL Financial LLC | 255 323 | 5,30 | 9 648 | 11,15 | ||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 134 808 | 44,51 | 5 094 | 52,56 | ||||
2025-08-13 | 13F | Continuum Advisory, LLC | 0 | −100,00 | 0 | |||||
2025-07-30 | 13F | Evermay Wealth Management Llc | 31 105 | 29,21 | 1 175 | 36,47 | ||||
2025-07-07 | 13F | Schulz Wealth, LTD. | 30 010 | −4,00 | 1 134 | 1,34 | ||||
2025-07-22 | 13F | Belpointe Asset Management LLC | 17 996 | 680 | ||||||
2025-07-23 | 13F | Allegiance Financial Group Advisory Services LLC | 26 681 | 0,00 | 1 008 | 5,55 | ||||
2025-08-06 | 13F | AE Wealth Management LLC | 86 603 | −44,98 | 3 273 | −41,92 | ||||
2025-07-30 | 13F | Retirement Planning Group | 11 267 | 0,00 | 426 | 5,46 | ||||
2025-08-07 | 13F | Resources Investment Advisors, LLC. | 77 548 | 100,68 | 2 930 | 111,86 | ||||
2025-08-12 | 13F | SRS Capital Advisors, Inc. | 7 682 | −49,20 | 290 | −46,40 | ||||
2025-04-10 | 13F | Whipplewood Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-08-08 | 13F | Wealth Alliance | 69 283 | 21,51 | 2 618 | 28,27 | ||||
2025-08-07 | 13F | Allworth Financial LP | 9 009 | 0,00 | 340 | 7,26 | ||||
2025-07-25 | 13F | We Are One Seven, LLC | 15 196 | 574 | ||||||
2025-07-15 | 13F | McAdam, LLC | 11 026 | 29,79 | 417 | 36,84 | ||||
2025-08-14 | 13F | Colony Group, LLC | 80 617 | −5,62 | 3 046 | −0,36 | ||||
2025-08-01 | 13F | Corrado Advisors, Llc | 68 287 | 25,42 | 2 580 | 32,38 | ||||
2025-04-15 | 13F | Noble Wealth Management PBC | 125 | 0,00 | 4 | 0,00 | ||||
2025-08-04 | 13F | Creative Financial Designs Inc /adv | 5 250 | −0,40 | 198 | 5,32 | ||||
2025-08-05 | 13F | WorthPointe, LLC | 12 609 | 17,56 | 476 | 24,28 | ||||
2025-04-22 | 13F | Castleview Partners, Llc | 0 | −100,00 | 0 | |||||
2025-07-14 | 13F | AdvisorNet Financial, Inc | 6 344 | 0,00 | 240 | 5,29 | ||||
2025-08-11 | 13F | Bellwether Advisors, LLC | 19 217 | 0,00 | 726 | 5,68 | ||||
2025-08-12 | 13F | MAI Capital Management | 58 967 | 15,57 | 2 228 | 22,02 | ||||
2025-07-23 | 13F | Heck Capital Advisors, LLC | 197 799 | 0,30 | 7 474 | 5,86 | ||||
2025-07-29 | 13F | Chicago Partners Investment Group LLC | 21 260 | 0,00 | 810 | 5,75 | ||||
2025-08-05 | 13F | Sigma Planning Corp | 5 995 | −5,50 | 227 | −0,44 | ||||
2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 303 092 | 30,89 | 11 453 | 38,17 | ||||
2025-07-03 | 13F | Fiduciary Financial Group, Llc | 8 976 | −12,53 | 339 | −3,98 | ||||
2025-07-16 | 13F | Signaturefd, Llc | 12 461 | 0,00 | 471 | 5,38 | ||||
2025-07-17 | 13F | Wagner Wealth Management, Llc | 1 800 | 0,00 | 68 | 6,25 | ||||
2025-05-14 | 13F | Frisch Financial Group, Inc. | 0 | −100,00 | 0 | |||||
2025-08-11 | 13F | WPWealth LLP | 153 864 | 5 814 | ||||||
2025-08-14 | 13F | Citadel Advisors Llc | 14 901 | −30,60 | 563 | −26,69 | ||||
2025-07-23 | 13F | Castle Rock Wealth Management, LLC | 85 650 | −2,97 | 3 259 | 2,78 | ||||
2025-07-28 | 13F | Mutual Advisors, LLC | 7 542 | 288 | ||||||
2025-07-15 | 13F | Palumbo Wealth Management LLC | 18 354 | 0,00 | 694 | 5,48 | ||||
2025-07-10 | 13F | Atticus Wealth Management, Llc | 108 604 | 4,29 | 4 104 | 10,09 | ||||
2025-07-15 | 13F | Optima Capital Llc | 10 723 | 405 | ||||||
2025-08-14 | 13F | Mml Investors Services, Llc | 70 161 | 208,40 | 3 | |||||
2025-05-09 | 13F | Mitchell Capital Management Co | 0 | −100,00 | 0 | |||||
2025-07-31 | 13F | Brinker Capital Investments, LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-14 | 13F | Chris Bulman Inc | 68 611 | 33,51 | 2 593 | 40,95 | ||||
2025-07-30 | 13F | Red Crane Wealth Management, Llc | 9 528 | −1,64 | 360 | 4,05 | ||||
2025-07-31 | 13F | Cardinal Point Capital Management, ULC | 5 600 | 0,00 | 212 | 5,50 | ||||
2025-07-17 | 13F | Janney Montgomery Scott LLC | 82 988 | 8,18 | 3 | 50,00 | ||||
2025-08-11 | 13F | Anfield Capital Management, LLC | 350 | 13 | ||||||
2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 12 250 | 0,00 | 463 | 5,48 | ||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 13 112 | 28,90 | 495 | 35,99 | ||||
2025-07-24 | 13F | IFP Advisors, Inc | 74 343 | −4,03 | 2 809 | 1,30 | ||||
2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 151 720 | 6,72 | 5 733 | 12,65 | ||||
2025-08-13 | 13F | Capital Analysts, Inc. | 6 287 | 0,00 | 0 | |||||
2025-08-14 | 13F | Comerica Bank | 2 000 | 0,00 | 76 | 5,63 | ||||
2025-07-10 | 13F | ARS Wealth Advisors Group, LLC | 94 641 | 88,41 | 3 576 | 98,89 | ||||
2025-08-14 | 13F | Alliancebernstein L.p. | 3 546 015 | 28,17 | 133 998 | 35,29 | ||||
2025-07-14 | 13F | Kfg Wealth Management, Llc | 143 534 | 4,69 | 5 424 | 10,49 | ||||
2025-08-19 | 13F | Advisory Services Network, LLC | 9 175 | −3,36 | 349 | 2,95 | ||||
2025-08-07 | 13F | Runnymede Capital Advisors, Inc. | 0 | −100,00 | 0 | |||||
2025-05-12 | 13F | Fmr Llc | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F/A | Barclays Plc | 5 266 | 1 495,76 | 0 | |||||
2025-08-11 | 13F | Rothschild Investment Llc | 200 | 0,00 | 8 | 0,00 | ||||
2025-08-11 | 13F | HighTower Advisors, LLC | 116 746 | 8,93 | 4 412 | 14,96 | ||||
2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 64 602 | 1,69 | 2 | −99,91 | ||||
2025-07-24 | 13F | Bernard Wealth Management Corp. | 4 221 | 246,84 | 160 | 269,77 | ||||
2025-08-14 | 13F | Mariner, LLC | 26 807 | 0,00 | 1 013 | 5,53 | ||||
2025-07-15 | 13F | BCS Wealth Management | 17 001 | 3,44 | 1 | |||||
2025-08-08 | 13F | Kingsview Wealth Management, LLC | 16 417 | −3,72 | 620 | 1,64 | ||||
2025-08-07 | 13F | Tfo-tdc, Llc | 0 | −100,00 | 0 | |||||
2025-04-10 | 13F | Sugar Maple Asset Management, LLC | 0 | −100,00 | 0 | |||||
2025-07-14 | 13F | Southland Equity Partners LLC | 231 771 | 42,97 | 8 758 | 50,92 | ||||
2025-08-08 | 13F | Cetera Investment Advisers | 258 367 | 10,80 | 9 763 | 16,96 | ||||
2025-08-13 | 13F | Cerity Partners LLC | 18 500 | 20,92 | 699 | 27,79 | ||||
2025-07-21 | 13F | Catalina Capital Group, LLC | 14 361 | 543 | ||||||
2025-07-29 | 13F | BKD Wealth Advisors, LLC | 35 201 | −5,99 | 1 330 | −0,75 | ||||
2025-08-04 | 13F | Spire Wealth Management | 25 105 | 124,85 | 949 | 137,59 | ||||
2025-07-24 | 13F | Blair William & Co/il | 49 594 | 459,37 | 1 874 | 491,17 | ||||
2025-08-08 | 13F | Larson Financial Group LLC | 0 | −100,00 | 0 | |||||
2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 13 706 | 0,73 | 518 | 6,16 | ||||
2025-08-12 | 13F | Change Path, LLC | 59 011 | 107,73 | 2 230 | 119,17 | ||||
2025-08-12 | 13F | Weaver Consulting Group | 31 480 | 16,27 | 1 190 | 22,70 | ||||
2025-07-24 | 13F | Riverchase Wealth Management, Llc | 9 619 | 363 | ||||||
2025-07-31 | 13F | Buckingham Strategic Partners | 30 104 | 1 138 | ||||||
2025-08-01 | 13F | Stuart Chaussee & Associates, Inc. | 22 000 | −74,60 | 831 | −73,20 | ||||
2025-07-17 | 13F | Smith Anglin Financial, LLC | 15 066 | 0,00 | 569 | 5,57 | ||||
2025-07-21 | 13F | Ameritas Advisory Services, LLC | 720 | 27 | ||||||
2025-08-05 | 13F | BCGM Wealth Management, LLC | 34 774 | 0,00 | 1 314 | 5,63 | ||||
2025-08-13 | 13F | Wealthquest Corp | 36 432 | −0,42 | 1 377 | 5,12 | ||||
2025-08-14 | 13F | Benjamin Edwards Inc | 23 699 | −3,25 | 896 | 2,17 | ||||
2025-08-15 | 13F | Captrust Financial Advisors | 55 038 | 10,88 | 2 080 | 16,99 | ||||
2025-07-24 | 13F | Stonebridge Financial Group, LLC | 0 | −100,00 | 0 | |||||
2025-07-30 | 13F | Phoenix Holdings Ltd. | 65 175 | 2 462 | ||||||
2025-08-13 | 13F | Luminist Capital LLC | 7 437 | 281 | ||||||
2025-08-14 | 13F | Hrt Financial Lp | 8 917 | 0 | ||||||
2025-08-11 | 13F | Principal Securities, Inc. | 3 125 | −17,00 | 118 | −12,59 | ||||
2025-07-28 | 13F | Axxcess Wealth Management, Llc | 5 941 | 0,00 | 224 | 5,66 | ||||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 70 | −86,27 | 3 | −88,89 | ||||
2025-07-14 | 13F | CRA Financial Services, LLC | 5 825 | −4,90 | 220 | 0,46 | ||||
2025-07-24 | 13F | Vantage Point Financial LLC | 14 180 | 0,00 | 536 | 5,52 |