Grunnleggende statistikk
Institusjonelle eiere | 195 total, 195 long only, 0 short only, 0 long/short - change of 0,52% MRQ |
Gjennomsnittlig porteføljeallokering | 0.2182 % - change of −11,52% MRQ |
Institusjonelle aksjer (Long) | 14 670 597 (ex 13D/G) - change of −0,48MM shares −3,15% MRQ |
Institusjonell verdi (Long) | $ 498 234 USD ($1000) |
Institusjonelt eierskap og aksjonærer
Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - September (US:PSEP) har 195 institusjonelle eiere og aksjonærer som har sendt inn 13D/G- eller 13F-skjemaer til Securities Exchange Commission (SEC). Disse institusjonene eier til sammen 14,670,597 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, Stuart Chaussee & Associates, Inc., Commonwealth Equity Services, Llc, Advisor Group Holdings, Inc., Cresset Asset Management, LLC, LPL Financial LLC, Raymond James Financial Inc, and Envestnet Asset Management Inc .
Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - September (BATS:PSEP) 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 42,51 / share. Previously, on September 11, 2024, the share price was 37,76 / share. This represents an increase of 12,58% 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 (%) | |
---|---|---|---|---|---|---|---|---|---|---|
2025-07-22 | 13F | Merit Financial Group, LLC | 8 377 | 343 | ||||||
2025-07-22 | 13F | Siligmueller & Norvid Wealth Advisors LLC | 8 550 | 0,00 | 352 | 7,32 | ||||
2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 33 417 | −16,85 | 1 368 | −11,34 | ||||
2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 5 942 | 0,00 | 243 | 6,14 | ||||
2025-05-15 | 13F | Hrt Financial Lp | 0 | −100,00 | 0 | |||||
2025-07-14 | 13F | AdvisorNet Financial, Inc | 18 234 | 0,00 | 746 | 6,43 | ||||
2025-07-07 | 13F | Trust Co | 382 | 0,00 | 16 | 7,14 | ||||
2025-08-11 | 13F | Brown Brothers Harriman & Co | 566 | 0,00 | 23 | 9,52 | ||||
2025-07-24 | 13F | Vantage Point Financial LLC | 5 580 | 0,00 | 228 | 6,54 | ||||
2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 34 645 | −27,02 | 1 417 | −22,33 | ||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 1 717 | −1,72 | 70 | 4,48 | ||||
2025-08-12 | 13F | Coldstream Capital Management Inc | 8 826 | −28,69 | 361 | −24,21 | ||||
2025-08-11 | 13F | Summit Wealth Partners, LLC | 13 476 | −7,94 | 551 | −1,96 | ||||
2025-07-23 | 13F | Valmark Advisers, Inc. | 20 375 | 0,00 | 833 | 6,52 | ||||
2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 4 008 | 0,00 | 164 | 6,54 | ||||
2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 9 031 | 0,00 | 369 | 6,96 | ||||
2025-07-10 | 13F | Sovran Advisors, LLC | 33 732 | −4,68 | 1 385 | 5,32 | ||||
2025-08-05 | 13F | Smith Shellnut Wilson Llc /adv | 7 000 | 0,00 | 286 | 6,72 | ||||
2025-08-11 | 13F | Cannon Advisors, Inc. | 13 810 | −1,31 | 565 | 5,03 | ||||
2025-05-05 | 13F | PCA Investment Advisory Services Inc. | 0 | −100,00 | 0 | |||||
2025-05-15 | 13F | CAPROCK Group, Inc. | 9 468 | 0,00 | 364 | −1,89 | ||||
2025-04-08 | 13F | Lantz Financial LLC | 0 | −100,00 | 0 | |||||
2025-07-17 | 13F | Clear Point Advisors Inc. | 6 203 | 0,00 | 254 | 6,30 | ||||
2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 5 875 | 0,00 | 240 | 6,67 | ||||
2025-08-13 | 13F | BCJ Capital Management, LLC | 10 814 | −21,72 | 442 | −16,60 | ||||
2025-07-25 | 13F | Apollon Wealth Management, LLC | 33 000 | 0,00 | 1 349 | 6,47 | ||||
2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 3 173 | −0,63 | 130 | 5,74 | ||||
2025-08-06 | 13F | Soltis Investment Advisors LLC | 5 642 | 0,00 | 231 | 6,48 | ||||
2025-07-29 | 13F | Stephens Inc /ar/ | 38 787 | −44,17 | 1 586 | −40,55 | ||||
2025-08-04 | 13F | Creative Financial Designs Inc /adv | 7 800 | −4,17 | 319 | 1,92 | ||||
2025-08-08 | 13F | Avantax Advisory Services, Inc. | 49 467 | 0,15 | 2 023 | 6,59 | ||||
2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 40 405 | 3,18 | 1 652 | 9,84 | ||||
2025-08-06 | 13F | AE Wealth Management LLC | 52 033 | −4,02 | 2 128 | 2,16 | ||||
2025-08-14 | 13F | Garden State Investment Advisory Services LLC | 42 388 | −36,20 | 1 733 | −32,07 | ||||
2025-08-12 | 13F | Jacobi Capital Management LLC | 75 052 | 0,00 | 3 069 | 6,45 | ||||
2025-08-06 | 13F | Valtinson Bruner Financial Planning LLC | 48 507 | 0,00 | 1 983 | 6,44 | ||||
2025-07-09 | 13F | Keystone Wealth Services, LLC | 44 895 | −2,72 | 1 836 | 3,56 | ||||
2025-07-24 | 13F | Weaver Capital Management LLC | 79 483 | −1,67 | 3 250 | 4,70 | ||||
2025-07-25 | 13F | Pathway Financial Advisors LLC | 48 335 | −2,69 | 1 976 | 3,62 | ||||
2025-04-10 | 13F | Sugar Maple Asset Management, LLC | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 1 008 | 0,00 | 41 | 7,89 | ||||
2025-08-14 | 13F | Main Street Financial Solutions, LLC | 6 030 | 0,00 | 247 | 6,49 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-06 | 13F | Penserra Capital Management LLC | 1 433 715 | 15,78 | 59 | 23,40 | ||||
2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 17 580 | 2,40 | 719 | 8,95 | ||||
2025-08-06 | 13F | Reston Wealth Management Llc | 6 890 | 0,00 | 282 | 6,44 | ||||
2025-08-14 | 13F | Arete Wealth Advisors, LLC | 19 150 | 0,00 | 1 | |||||
2025-08-14 | 13F | Visionary Wealth Advisors | 47 531 | −20,17 | 1 944 | −15,00 | ||||
2025-08-12 | 13F | Waterloo Capital, L.P. | 6 060 | −0,05 | 248 | 6,47 | ||||
2025-04-08 | 13F | Parallel Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-08-01 | 13F | Advisory Alpha, LLC | 40 539 | 3,86 | 1 658 | 10,54 | ||||
2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 9 035 | 0,00 | 369 | 6,34 | ||||
2025-05-02 | 13F | Capital A Wealth Management, LLC | 0 | −100,00 | 0 | |||||
2025-05-12 | 13F | Fmr Llc | 0 | −100,00 | 0 | |||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 600 138 | −8,50 | 25 | −4,00 | ||||
2025-07-28 | 13F | RFG Advisory, LLC | 12 110 | −23,44 | 495 | −18,45 | ||||
2025-07-22 | 13F | MBL Wealth, LLC | 205 041 | 0,10 | 8 384 | 6,56 | ||||
2025-07-11 | 13F | Cypress Financial Planning Llc | 23 305 | −0,27 | 953 | 6,13 | ||||
2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 2 968 | 0,00 | 121 | 6,14 | ||||
2025-08-11 | 13F | Capital Square, LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | First Commonwealth Financial Corp /pa/ | 72 858 | −9,33 | 2 979 | −3,47 | ||||
2025-07-15 | 13F | SJS Investment Consulting Inc. | 301 | 12 | ||||||
2025-06-24 | NP | Innovator ETFs Trust - Innovator Laddered Fund of U.S. Equity Power Buffer ETFs | 1 252 721 | 12,40 | 47 979 | 8,41 | ||||
2025-07-31 | 13F | Orion Capital Management LLC | 9 350 | −1,06 | 382 | 5,52 | ||||
2025-08-08 | 13F | Altfest L J & Co Inc | 51 908 | 0,00 | 2 123 | 6,47 | ||||
2025-08-14 | 13F | Raymond James Financial Inc | 332 538 | −2,80 | 13 597 | 3,48 | ||||
2025-07-10 | 13F | Kmg Fiduciary Partners, Llc | 6 137 | −3,31 | 251 | 2,88 | ||||
2025-08-08 | 13F | Gts Securities Llc | 8 084 | −46,42 | 331 | −43,01 | ||||
2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 15 729 | −46,40 | 611 | −46,77 | ||||
2025-08-08 | 13F | Creative Planning | 4 893 | 200 | ||||||
2025-07-15 | 13F | Retirement Income Solutions, Inc | 8 825 | 0,00 | 361 | 6,51 | ||||
2025-08-19 | 13F | Cape Investment Advisory, Inc. | 41 151 | −10,98 | 1 683 | −5,24 | ||||
2025-07-10 | 13F | Focus Financial Network, Inc. | 20 021 | −5,98 | 819 | 0,12 | ||||
2025-08-11 | 13F | Outlook Wealth Advisors, LLC | 25 616 | −5,51 | 1 047 | 0,58 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 21 078 | 12,09 | 862 | 19,25 | ||||
2025-08-05 | 13F | Integrity Financial Corp /WA | 646 | 0,00 | 26 | 8,33 | ||||
2025-08-08 | 13F | Compass Financial Services Inc | 2 505 | 0,00 | 102 | 6,25 | ||||
2025-07-25 | 13F | Yarger Wealth Strategies, Llc | 121 577 | −9,93 | 4 971 | −4,11 | ||||
2025-07-17 | 13F | City Holding Co | 21 855 | −6,42 | 893 | −0,33 | ||||
2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 9 972 | −4,77 | 408 | 1,24 | ||||
2025-08-12 | 13F | Bedel Financial Consulting, Inc. | 24 067 | 0,00 | 984 | 6,26 | ||||
2025-08-29 | 13F | Centaurus Financial, Inc. | 4 459 | 0 | ||||||
2025-07-25 | 13F | Cwm, Llc | 1 629 | 0,00 | 0 | |||||
2025-05-15 | 13F | Talon Private Wealth, LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | NCM Capital Management, LLC | 12 954 | 0,00 | 530 | 6,44 | ||||
2025-07-18 | 13F | Truist Financial Corp | 160 502 | −0,01 | 6 563 | 6,44 | ||||
2025-08-14 | 13F | Mml Investors Services, Llc | 122 394 | 190,57 | 5 | 400,00 | ||||
2025-04-29 | 13F | Pensionmark Financial Group, Llc | 0 | −100,00 | 0 | |||||
2025-07-28 | 13F | Cornerstone Wealth Group, LLC | 16 458 | −0,57 | 673 | 5,83 | ||||
2025-08-14 | 13F | CoreCap Advisors, LLC | 100 885 | −1,96 | 4 125 | 4,38 | ||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 90 849 | −8,13 | 4 | 0,00 | ||||
2025-08-13 | 13F | Truvestments Capital Llc | 1 677 | 1,21 | 69 | 7,94 | ||||
2025-07-17 | 13F | Clay Northam Wealth Management, LLC | 8 290 | 0,00 | 339 | 6,29 | ||||
2025-07-24 | 13F | Riverchase Wealth Management, Llc | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | GWM Advisors LLC | 19 776 | −2,80 | 809 | 3,46 | ||||
2025-07-31 | 13F | Pinnacle Wealth Management Group, Inc. | 43 335 | −0,91 | 1 772 | 5,48 | ||||
2025-08-04 | 13F | Arkadios Wealth Advisors | 13 301 | 544 | ||||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 116 978 | −27,95 | 4 811 | −22,85 | ||||
2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 0 | −100,00 | 0 | |||||
2025-08-11 | 13F | Brown Wealth Management, Llc | 34 931 | 0,00 | 1 428 | 6,49 | ||||
2025-08-12 | 13F | Calton & Associates, Inc. | 10 992 | 0,00 | 449 | 6,40 | ||||
2025-04-09 | 13F | Nbc Securities, Inc. | 0 | −100,00 | 0 | |||||
2025-08-08 | 13F | Foundations Investment Advisors, LLC | 23 951 | −6,28 | 979 | −0,20 | ||||
2025-05-07 | 13F | Keystone Financial Group, Inc. | 0 | −100,00 | 0 | |||||
2025-07-16 | 13F | PFS Partners, LLC | 500 | 20 | ||||||
2025-08-14 | 13F | Aqr Capital Management Llc | 0 | −100,00 | 0 | |||||
2025-07-17 | 13F | Michels Family Financial, LLC | 45 689 | −0,48 | 1 868 | 5,96 | ||||
2025-07-22 | 13F | Diligent Investors, LLC | 51 572 | −2,37 | 2 109 | 3,89 | ||||
2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 1 693 | −33,61 | 69 | −28,87 | ||||
2025-08-07 | 13F | Lakeridge Wealth Management LLC | 6 333 | 0,00 | 259 | 6,17 | ||||
2025-08-14 | 13F | Old Mission Capital Llc | 31 677 | 1 295 | ||||||
2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 5 409 | −18,95 | 221 | −13,67 | ||||
2025-08-12 | 13F | Leigh Baldwin & Co., Llc | 7 600 | −6,17 | 311 | −0,32 | ||||
2025-08-04 | 13F | MeadowBrook Investment Advisors LLC | 15 260 | −0,16 | 624 | 6,13 | ||||
2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 245 | 0,00 | 0 | |||||
2025-07-30 | 13F | Evermay Wealth Management Llc | 8 375 | 0,00 | 342 | 6,54 | ||||
2025-05-02 | 13F | Lord & Richards Wealth Management, LLC | 0 | −100,00 | 0 | |||||
2025-07-17 | 13F | Hengehold Capital Management Llc | 5 085 | 208 | ||||||
2025-07-07 | 13F | Schulz Wealth, LTD. | 5 615 | 0,00 | 230 | 6,51 | ||||
2025-07-21 | 13F | Seros Financial, LLC | 6 296 | 0,00 | 257 | 6,64 | ||||
2025-08-12 | 13F | LPL Financial LLC | 338 746 | 6,17 | 13 851 | 13,02 | ||||
2025-07-15 | 13F | BigSur Wealth Management LLC | 16 000 | 0,00 | 654 | 6,51 | ||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 323 809 | 16,93 | 13 241 | 24,47 | ||||
2025-04-28 | 13F | Pinnacle Financial Partners Inc | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-08 | 13F | Wealth Alliance | 25 288 | 0,00 | 1 034 | 6,49 | ||||
2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 26 030 | −1,14 | 1 064 | 5,24 | ||||
2025-08-06 | 13F | New Millennium Group LLC | 0 | −100,00 | 0 | |||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 305 087 | −3,09 | 12 475 | 3,18 | ||||
2025-05-15 | 13F | DiMeo Schneider & Associates, L.L.C. | 0 | −100,00 | 0 | |||||
2025-08-01 | 13F | Corrado Advisors, Llc | 49 700 | −0,23 | 2 032 | 6,22 | ||||
2025-08-07 | 13F | Allworth Financial LP | 12 527 | 1,20 | 512 | 8,94 | ||||
2025-07-25 | 13F | We Are One Seven, LLC | 12 458 | 509 | ||||||
2025-04-28 | 13F | FSR Wealth Management Ltd. | 0 | −100,00 | 0 | |||||
2025-08-21 | 13F | Winnow Wealth Llc | 0 | 0 | ||||||
2025-08-14 | 13F | Colony Group, LLC | 69 660 | −2,33 | 2 848 | 3,98 | ||||
2025-07-30 | 13F | Brookstone Capital Management | 90 984 | −38,93 | 3 720 | −34,99 | ||||
2025-08-01 | 13F | FSA Advisors, Inc. | 26 330 | −1,25 | 1 077 | 5,08 | ||||
2025-08-07 | 13F | Resources Investment Advisors, LLC. | 86 635 | 73,57 | 3 543 | 84,77 | ||||
2025-08-12 | 13F | SRS Capital Advisors, Inc. | 7 849 | −2,45 | 321 | 3,56 | ||||
2025-08-12 | 13F | MAI Capital Management | 61 198 | −23,57 | 2 502 | −18,63 | ||||
2025-07-17 | 13F | Wagner Wealth Management, Llc | 1 990 | 0,00 | 81 | 6,58 | ||||
2025-08-11 | 13F | Bellwether Advisors, LLC | 95 803 | −0,84 | 3 917 | 5,58 | ||||
2025-04-21 | 13F | LifeWealth Investments, LLC | 0 | −100,00 | 0 | |||||
2025-08-05 | 13F | Mma Asset Management Llc | 1 300 | 53 | ||||||
2025-08-07 | 13F/A | Joseph Group Capital Management | 3 106 | 25,85 | 127 | 35,11 | ||||
2025-07-28 | 13F | Compass Advisory Group LLC | 13 888 | −10,13 | 568 | −4,38 | ||||
2025-07-23 | 13F | Trifecta Capital Advisors, LLC | 400 | 0,00 | 16 | 6,67 | ||||
2025-05-14 | 13F | Jane Street Group, Llc | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Capital Analysts, Inc. | 6 817 | 0,00 | 0 | |||||
2025-07-14 | 13F | Kfg Wealth Management, Llc | 95 286 | −4,78 | 3 896 | 1,38 | ||||
2025-08-14 | 13F | Beck Capital Management, Llc | 57 317 | −0,31 | 2 344 | 6,11 | ||||
2025-08-15 | 13F | Morgan Stanley | 5 453 | 0,00 | 223 | 6,22 | ||||
2025-07-10 | 13F | Three Seasons Wealth, LLC | 14 352 | 0,00 | 587 | 6,35 | ||||
2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 240 622 | 0,77 | 9 839 | 7,28 | ||||
2025-07-23 | 13F | Castle Rock Wealth Management, LLC | 5 357 | 0,00 | 222 | 7,80 | ||||
2025-08-05 | 13F | Tsfg, Llc | 0 | −100,00 | 0 | |||||
2025-08-04 | 13F | Spire Wealth Management | 3 947 | 0,00 | 161 | 6,62 | ||||
2025-08-05 | 13F | Sigma Planning Corp | 10 612 | −35,82 | 434 | −31,81 | ||||
2025-08-07 | 13F | Sound View Wealth Advisors Group, LLC | 11 205 | 0,00 | 458 | 6,51 | ||||
2025-08-13 | 13F | Continuum Advisory, LLC | 25 640 | 9,04 | 1 048 | 16,06 | ||||
2025-07-28 | 13F | Harbour Investments, Inc. | 20 461 | −23,10 | 837 | −18,20 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | 8 786 | −57,76 | 359 | −53,92 | ||||
2025-08-01 | 13F | Bessemer Group Inc | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | AlphaCore Capital LLC | 1 500 | 0,00 | 61 | 7,02 | ||||
2025-08-05 | 13F | Bank Of Montreal /can/ | 14 670 | 0,00 | 600 | 6,39 | ||||
2025-08-13 | 13F | Cresset Asset Management, LLC | 342 637 | −0,71 | 14 010 | 5,70 | ||||
2025-08-05 | 13F | WorthPointe, LLC | 7 397 | 0,00 | 302 | 6,34 | ||||
2025-08-11 | 13F | WPWealth LLP | 7 487 | −65,67 | 306 | −63,44 | ||||
2025-07-14 | 13F | Chris Bulman Inc | 49 891 | −0,45 | 2 040 | 6,03 | ||||
2025-08-14 | 13F | Alliancebernstein L.p. | 3 304 961 | −2,64 | 135 140 | 3,64 | ||||
2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 179 868 | 6,09 | 7 355 | 12,95 | ||||
2025-07-24 | 13F | Stonebridge Financial Group, LLC | 0 | −100,00 | 0 | |||||
2025-08-08 | 13F | Kingsview Wealth Management, LLC | 9 734 | 7,29 | 398 | 14,37 | ||||
2025-08-15 | 13F | Chapman Financial Group, Llc | 8 088 | −3,98 | 331 | 0,30 | ||||
2025-08-12 | 13F | Tradition Wealth Management, LLC | 32 798 | −1,10 | 1 341 | 5,34 | ||||
2025-08-14 | 13F/A | Barclays Plc | 4 928 | 168,85 | 0 | |||||
2025-07-30 | 13F | Red Crane Wealth Management, Llc | 9 096 | −65,95 | 372 | −63,84 | ||||
2025-08-11 | 13F | HighTower Advisors, LLC | 252 392 | −51,47 | 10 320 | −48,34 | ||||
2025-07-22 | 13F | Miracle Mile Advisors, LLC | 12 022 | −3,41 | 492 | 2,72 | ||||
2025-07-31 | 13F | Cardinal Point Capital Management, ULC | 7 690 | −24,53 | 314 | −19,69 | ||||
2025-07-15 | 13F | BCS Wealth Management | 28 105 | −0,12 | 1 | 0,00 | ||||
2025-07-29 | 13F | Straight Path Wealth Management | 22 710 | 0,00 | 929 | 6,42 | ||||
2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 14 128 | 0,00 | 1 | −100,00 | ||||
2025-05-14 | 13F | Family Wealth Group, LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-21 | 13F | Triad Wealth Partners, LLC | 9 077 | 0,00 | 371 | 6,61 | ||||
2025-08-14 | 13F | UBS Group AG | 52 920 | 291,13 | 2 164 | 316,76 | ||||
2025-05-05 | 13F | Transce3nd, LLC | 0 | −100,00 | 0 | |||||
2025-08-08 | 13F | Cetera Investment Advisers | 162 016 | 2,88 | 6 625 | 9,52 | ||||
2025-07-24 | 13F | Bernard Wealth Management Corp. | 2 774 | 0,00 | 113 | 6,60 | ||||
2025-07-29 | 13F | Chicago Partners Investment Group LLC | 12 733 | −17,49 | 529 | −11,41 | ||||
2025-04-29 | 13F | SMART Wealth LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Sunbelt Securities, Inc. | 3 866 | 15,16 | 151 | 17,97 | ||||
2025-07-24 | 13F | IFP Advisors, Inc | 10 920 | −73,53 | 447 | −71,84 | ||||
2025-08-13 | 13F | Cerity Partners LLC | 30 844 | 189,15 | 1 261 | 208,31 | ||||
2025-07-10 | 13F | ARS Wealth Advisors Group, LLC | 7 761 | 0,00 | 317 | 6,38 | ||||
2025-08-13 | 13F | Townsquare Capital Llc | 0 | −100,00 | 0 | |||||
2025-07-25 | 13F | Mitchell Capital Management Co | 6 680 | −26,59 | 276 | −21,20 | ||||
2025-07-17 | 13F | Janney Montgomery Scott LLC | 56 558 | −0,87 | 2 | 0,00 | ||||
2025-08-05 | 13F | BCGM Wealth Management, LLC | 33 480 | −0,39 | 1 369 | 6,05 | ||||
2025-07-17 | 13F | Camelot Portfolios, LLC | 50 498 | −10,67 | 2 065 | −4,93 | ||||
2025-08-12 | 13F | Change Path, LLC | 54 620 | 5,05 | 2 233 | 11,82 | ||||
2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 13 324 | 0,00 | 545 | 6,46 | ||||
2025-08-12 | 13F | Weaver Consulting Group | 19 312 | −6,83 | 790 | −0,88 | ||||
2025-08-08 | 13F | Emerald Investment Partners, Llc | 4 955 | 0,00 | 203 | 6,32 | ||||
2025-07-21 | 13F | Ameritas Advisory Services, LLC | 205 | 8 | ||||||
2025-07-14 | 13F | Southland Equity Partners LLC | 5 253 | 0,00 | 215 | 6,47 | ||||
2025-08-13 | 13F | SageView Advisory Group, LLC | 0 | −100,00 | 0 | |||||
2025-08-11 | 13F | Principal Securities, Inc. | 6 283 | −3,86 | 257 | 0,39 | ||||
2025-07-29 | 13F | BKD Wealth Advisors, LLC | 67 432 | −11,35 | 2 757 | −5,61 | ||||
2025-08-13 | 13F | M Holdings Securities, Inc. | 11 872 | −2,42 | 0 | |||||
2025-08-01 | 13F | Stuart Chaussee & Associates, Inc. | 614 899 | −9,22 | 25 143 | −3,36 | ||||
2025-07-31 | 13F | Gill Capital Partners, Llc | 8 099 | −11,62 | 331 | −5,70 | ||||
2025-08-19 | 13F | Advisory Services Network, LLC | 33 686 | −0,43 | 1 400 | 7,70 | ||||
2025-08-15 | 13F | Captrust Financial Advisors | 35 435 | 0,00 | 1 449 | 6,39 | ||||
2025-05-14 | 13F | Comerica Bank | 0 | −100,00 | 0 | |||||
2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 11 850 | 0,00 | 0 | |||||
2025-07-14 | 13F | CRA Financial Services, LLC | 5 700 | 0,00 | 233 | 6,88 | ||||
2025-07-28 | 13F | Axxcess Wealth Management, Llc | 9 392 | 0,00 | 384 | 6,67 | ||||
2025-08-12 | 13F | Archer Investment Corp | 1 743 | 0,00 | 71 | 7,58 | ||||
2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | −100,00 | 0 | |||||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 26 876 | 0,00 | 1 099 | 6,19 | ||||
2025-08-11 | 13F | Anfield Capital Management, LLC | 329 | 13 | ||||||
2025-07-24 | 13F | Blair William & Co/il | 28 399 | −72,83 | 1 161 | −71,08 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 561 087 | −0,06 | 22 943 | 6,39 | ||||
2025-05-05 | 13F | Csenge Advisory Group | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-30 | 13F | Strategic Blueprint, LLC | 10 003 | −10,13 | 409 | −4,22 | ||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 1 630 | −60,62 | 67 | −58,23 | ||||
2025-07-22 | 13F | Beacon Financial Advisory LLC | 15 186 | −7,35 | 621 | −1,43 | ||||
2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 39 | −37,10 | 2 | −50,00 | ||||
2025-08-14 | 13F | Benjamin Edwards Inc | 11 479 | 9,54 | 469 | 16,67 | ||||
2025-05-15 | 13F | Two Sigma Securities, Llc | 0 | −100,00 | 0 | −100,00 |