Statistiques de base
Propriétaires institutionnels | 309 total, 308 long only, 0 short only, 1 long/short - change of 6,19% MRQ |
Allocation moyenne du portefeuille | 0.5997 % - change of -5,01% MRQ |
Actions institutionnelles (Long) | 62 514 981 (ex 13D/G) - change of 4,70MM shares 8,12% MRQ |
Valeur institutionnelle (Long) | $ 2 528 820 USD ($1000) |
Participation institutionnels et actionnaires
Amplify ETF Trust - Amplify CWP Enhanced Dividend Income ETF (US:DIVO) détient 309 des propriétaires institutionnels et des actionnaires qui ont déposé des formulaires 13D/G ou 13F auprès de la Securities Exchange Commission (SEC). Ces institutions détiennent un total de 62,514,981 actions. Les principaux actionnaires incluent Raymond James Financial Inc, LPL Financial LLC, Wealth Enhancement Advisory Services, Llc, Retirement Planning Group, Envestnet Asset Management Inc, HighTower Advisors, LLC, Morgan Stanley, Janney Montgomery Scott LLC, UBS Group AG, and Royal Bank Of Canada .
Amplify ETF Trust - Amplify CWP Enhanced Dividend Income ETF (ARCA:DIVO) la structure de l'actionnariat institutionnel indique les positions actuelles des institutions et des fonds dans l'entreprise, ainsi que les derniers changements dans le volume des positions. Les principaux actionnaires peuvent être des investisseurs individuels, des fonds communs de placement, des fonds spéculatifs ou des institutions. L'annexe 13D indique que l'investisseur détient (ou a détenu) plus de 5 % de l'entreprise et qu'il a l'intention (ou a eu l'intention) de poursuivre activement un changement de stratégie commerciale. L'annexe 13G indique un investissement passif de plus de 5 %.
The share price as of September 5, 2025 is 43,52 / share. Previously, on September 9, 2024, the share price was 39,94 / share. This represents an increase of 8,96% over that period.
Indice de confiance des fonds
L'indice de confiance des fonds (anciennement score d'accumulation de participation) trouve les actions qui sont les plus achetées par les fonds. Il est le résultat d'un modèle quantitatif sophistiqué à plusieurs facteurs qui identifie les entreprises avec les niveaux les plus élevés d'accumulation institutionnelle. Le modèle de notation utilise une combinaison de l'augmentation totale des propriétaires déclarés, des variations des allocations de portefeuille chez ces propriétaires et d'autres indicateurs. Le chiffre varie de 0 à 100, les chiffres plus élevés indiquant un niveau d'accumulation plus élevé par rapport aux autres entreprises, 50 étant la moyenne.
Fréquence de mise à jour : Quotidienne
Ratio put/call institutionnel
En plus de signaler les actions et les dettes standard, les institutions ayant plus de 100 millions d'actifs sous gestion doivent également divulguer leurs positions en options de vente et d'achat. Étant donné que les options de vente indiquent généralement une confiance négative, et les options d'achat indiquent une confiance positive, nous pouvons avoir une idée de la confiance institutionnelle globale en traçant le ratio des ventes à découvert par rapport aux achats d'options. Le graphique à droite trace l'historique du ratio des ventes à découvert/achats d'options pour cet instrument.
L'utilisation du ratio put/call comme indicateur de la confiance des investisseurs permet de pallier à l'une des principales lacunes de l'utilisation de la participation institutionnelle totale, à savoir qu'une part importante des actifs sous gestion est investie passivement pour suivre les indices. Les fonds gérés passivement n'achètent généralement pas d'options, de sorte que l'indicateur du ratio put/call suit de plus près la confiance des fonds gérés activement.
Déclarations 13F et NPORT
Les détails des déclarations 13F sont gratuits. Les détails des déclarations NP nécessitent une adhésion premium. Les lignes vertes indiquent de nouvelles positions. Les lignes rouges indiquent des positions clôturées. Cliquez sur l'icône du lien pour voir l'historique complet des transactions.
Mettre à niveau
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Date de dépôt | Source | Investisseur | Type | Prix moyen (Est) |
Actions | Δ Actions (%) |
Valeur déclarée (1000 $) |
Δ Valeur (%) |
Allocation de portefeuille (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-14 | 13F | IHT Wealth Management, LLC | 4 835 | 206 | ||||||
2025-04-04 | 13F | Capital Market Strategies LLC | 0 | -100,00 | 0 | |||||
2025-04-14 | 13F | Capital Investment Advisors, LLC | 0 | -100,00 | 0 | |||||
2025-05-01 | 13F | Lane & Associates LLC | 14 360 | 0,39 | 585 | -3,15 | ||||
2025-07-10 | 13F | Capital Advisory Group Advisory Services, LLC | 109 074 | 15,39 | 4 641 | 20,45 | ||||
2025-07-29 | 13F | International Assets Investment Management, Llc | 5 117 | 0,00 | 218 | 4,33 | ||||
2025-08-06 | 13F | OneAscent Wealth Management LLC | 12 227 | 1 | ||||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 2 092 562 | 56,35 | 89 038 | 63,18 | ||||
2025-08-05 | 13F | Bank Of Montreal /can/ | 5 454 | 4,92 | 232 | 9,95 | ||||
2025-08-14 | 13F | Glen Eagle Advisors, LLC | 1 112 | 33,65 | 47 | 42,42 | ||||
2025-07-15 | 13F | MCF Advisors LLC | 356 | 0,00 | 15 | 7,14 | ||||
2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 9 601 | 33,85 | 409 | 39,73 | ||||
2025-08-08 | 13F | Hibernia Wealth Partners, LLC | 830 912 | 103,76 | 35 355 | 112,66 | ||||
2025-04-16 | 13F | Salem Investment Counselors Inc | 0 | -100,00 | 0 | |||||
2025-07-08 | 13F | Atwood & Palmer Inc | 2 130 | 0,00 | 91 | 4,65 | ||||
2025-07-28 | 13F | Harbour Investments, Inc. | 23 507 | 8,11 | 1 000 | 12,87 | ||||
2025-08-06 | 13F | Prospera Financial Services Inc | 41 787 | 5,33 | 1 778 | 9,96 | ||||
2025-08-11 | 13F | Regal Investment Advisors LLC | 147 569 | -3,78 | 6 279 | 0,43 | ||||
2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 19 182 | 7,01 | 816 | 11,78 | ||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 345 989 | 0,00 | 15 | 0,00 | ||||
2025-08-07 | 13F | CENTRAL TRUST Co | 0 | -100,00 | 0 | |||||
2025-07-24 | 13F | JNBA Financial Advisors | 661 | 1,23 | 28 | 7,69 | ||||
2025-07-14 | 13F | Golden State Equity Partners | 85 363 | 3 632 | ||||||
2025-07-29 | 13F | Liberty Square Wealth Partners Llc | 20 309 | 864 | ||||||
2025-08-13 | 13F | Cary Street Partners Financial Llc | 339 637 | 6,79 | 14 452 | 11,45 | ||||
2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 7 485 | -3,85 | 305 | -3,17 | ||||
2025-08-11 | 13F | TD Waterhouse Canada Inc. | 198 | 8 | ||||||
2025-07-17 | 13F | Financial Designs Corp | 289 908 | 0,01 | 12 336 | 4,38 | ||||
2025-08-12 | 13F | Cowa, Llc | 0 | -100,00 | 0 | |||||
2025-08-11 | 13F | Capital Square, LLC | 70 212 | 124,71 | 3 003 | 135,82 | ||||
2025-08-14 | 13F | L2 Asset Management, LLC | 27 191 | 1 157 | ||||||
2025-08-15 | 13F | First Heartland Consultants, Inc. | 34 266 | 4,57 | 1 458 | 9,13 | ||||
2025-07-14 | 13F | AdvisorNet Financial, Inc | 0 | -100,00 | 0 | |||||
2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | -100,00 | 0 | |||||
2025-08-13 | 13F | Lido Advisors, LLC | 18 050 | 30,44 | 768 | 36,17 | ||||
2025-07-23 | 13F | Nbt Bank N A /ny | 21 036 | -0,38 | 895 | 4,07 | ||||
2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 10 697 | 17,06 | 455 | 22,31 | ||||
2025-07-29 | 13F | Fundamentun, Llc | 630 755 | 8,07 | 26 839 | 12,78 | ||||
2025-08-05 | 13F | Fourth Dimension Wealth, LLC | 275 | 0,00 | 12 | 0,00 | ||||
2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 125 545 | -62,26 | 5 387 | -60,34 | ||||
2025-07-21 | 13F | Pacific Financial Group Inc | 12 674 | -3,02 | 539 | 1,32 | ||||
2025-08-13 | 13F | Aspire Growth Partners LLC | 5 364 | 0,83 | 228 | 6,54 | ||||
2025-07-08 | 13F | Parallel Advisors, LLC | 375 | 36,36 | 16 | 36,36 | ||||
2025-07-23 | 13F | RiverTree Advisors, LLC | 148 948 | -14,13 | 6 338 | -10,38 | ||||
2025-08-07 | 13F | David R. Rahn & Associates Inc. | 92 596 | 1,19 | 3 940 | 5,60 | ||||
2025-08-13 | 13F | Truvestments Capital Llc | 0 | -100,00 | 0 | |||||
2025-08-11 | 13F | United Advisor Group, LLC | 46 408 | 24,56 | 1 975 | 30,04 | ||||
2025-08-14 | 13F | GWM Advisors LLC | 362 453 | 4,68 | 15 422 | 9,25 | ||||
2025-08-13 | 13F | Millstone Evans Group, LLC | 3 512 | 0,06 | 149 | 4,20 | ||||
2025-08-14 | 13F | Comerica Bank | 41 200 | 5,67 | 1 753 | 10,32 | ||||
2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 81 354 | 11,16 | 3 462 | 16,02 | ||||
2025-08-14 | 13F | NCM Capital Management, LLC | 299 115 | 3,92 | 12 734 | 8,52 | ||||
2025-08-14 | 13F | Royal Bank Of Canada | 1 508 863 | 11,33 | 64 203 | 16,19 | ||||
2025-08-14 | 13F | Modern Wealth Management, LLC | 374 321 | -3,97 | 15 927 | 0,23 | ||||
2025-07-25 | 13F | Second Half Financial Partners, LLC | 416 213 | -0,19 | 17 710 | 4,17 | ||||
2025-08-15 | 13F | WFA of San Diego, LLC | 5 217 | -28,92 | 222 | -26,82 | ||||
2025-07-30 | 13F | Insight Advisors, LLC/ PA | 5 211 | -1,94 | 222 | 2,31 | ||||
2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 6 853 | -9,86 | 292 | -5,83 | ||||
2025-07-25 | 13F | Muirfield Wealth Advisors Llc | 12 144 | -2,07 | 517 | 2,18 | ||||
2025-07-08 | 13F | IAM Advisory, LLC | 12 721 | -8,47 | 541 | -4,42 | ||||
2025-07-25 | 13F | Yarger Wealth Strategies, Llc | 4 751 | -27,66 | 202 | -24,34 | ||||
2025-07-29 | 13F | Stephens Inc /ar/ | 8 840 | -72,61 | 376 | -71,41 | ||||
2025-07-10 | 13F | High Net Worth Advisory Group LLC | 8 400 | 21,14 | 358 | 26,60 | ||||
2025-08-15 | 13F | Captrust Financial Advisors | 11 254 | 18,13 | 479 | 23,20 | ||||
2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 506 | 0 | ||||||
2025-07-22 | 13F | MBL Wealth, LLC | 897 755 | 4,25 | 38 199 | 8,80 | ||||
2025-08-18 | 13F | Geneos Wealth Management Inc. | 604 | 51,00 | 26 | 56,25 | ||||
2025-07-23 | 13F | Sachetta, LLC | 20 240 | 1,18 | 861 | 5,64 | ||||
2025-07-17 | 13F | Sound Income Strategies, LLC | 10 | 0,00 | 0 | |||||
2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 92 491 | 7,68 | 3 935 | 12,40 | ||||
2025-05-02 | 13F | Cullen/frost Bankers, Inc. | 0 | -100,00 | 0 | |||||
2025-07-16 | 13F | ORG Partners LLC | 575 | 25 | ||||||
2025-08-08 | 13F | Wiser Advisor Group LLC | 14 040 | 8,79 | 597 | 13,50 | ||||
2025-08-13 | 13F | Cerity Partners LLC | 8 673 | 8,07 | 370 | 12,84 | ||||
2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 14 409 | 1,51 | 497 | 6,21 | ||||
2025-08-11 | 13F | Sharpepoint Llc | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Talisman Wealth Advisors LLC | 5 959 | 254 | ||||||
2025-08-14 | 13F | Ameriprise Financial Inc | 7 377 | 314 | ||||||
2025-05-13 | 13F | Bokf, Na | 0 | -100,00 | 0 | |||||
2025-08-13 | 13F | Capital Analysts, Inc. | 459 | 0 | ||||||
2025-04-09 | 13F | St Germain D J Co Inc | 0 | -100,00 | 0 | -100,00 | ||||
2025-08-07 | 13F | Illumine Investment Management, LLC | 12 293 | 4,16 | 523 | 8,73 | ||||
2025-08-12 | 13F | Financial Advocates Investment Management | 0 | -100,00 | 0 | |||||
2025-07-15 | 13F | Sheets Smith Wealth Management | 0 | -100,00 | 0 | |||||
2025-07-07 | 13F | Investors Research Corp | 175 339 | 6,09 | 7 461 | 10,72 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-07-18 | 13F | Trilogy Capital Inc. | 145 863 | -2,11 | 6 206 | 2,17 | ||||
2025-07-28 | 13F | Tower Wealth Partners, Inc. | 246 945 | 1,36 | 10 508 | 5,79 | ||||
2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 10 009 | 1,95 | 426 | 6,25 | ||||
2025-08-08 | 13F | Phoenix Wealth Advisors | 192 203 | -1,47 | 8 178 | 2,84 | ||||
2025-08-14 | 13F | CIBC World Markets Inc. | 28 420 | 1 209 | ||||||
2025-07-31 | 13F | Pacitti Group Inc. | 87 737 | 3,57 | 3 733 | 8,11 | ||||
2025-07-31 | 13F | CAP Partners, LLC | 33 990 | -2,31 | 1 446 | 1,97 | ||||
2025-05-15 | 13F | Williams & Novak, LLC | 0 | -100,00 | 0 | |||||
2025-07-31 | 13F | West Michigan Advisors, Llc | 349 745 | 0,85 | 14 882 | 5,25 | ||||
2025-07-17 | 13F | Park Place Capital Corp | 500 | 0,00 | 21 | 5,00 | ||||
2025-08-13 | 13F | Victory Financial Group, Llc | 138 402 | 19,88 | 5 889 | 29,69 | ||||
2025-08-14 | 13F | Raymond James Financial Inc | 14 411 863 | -0,80 | 613 225 | 3,53 | ||||
2025-08-15 | 13F | Equitable Holdings, Inc. | 148 456 | 16,04 | 6 317 | 21,11 | ||||
2025-07-01 | 13F | Private Client Services, Llc | 6 861 | -1,56 | 292 | 2,46 | ||||
2025-08-04 | 13F | Noesis Capital Mangement Corp | 73 823 | -4,64 | 3 141 | -0,48 | ||||
2025-04-22 | 13F | Country Trust Bank | 400 | 0,00 | 16 | 0,00 | ||||
2025-07-23 | 13F | Element Wealth, LLC | 220 347 | -2,19 | 9 376 | 2,08 | ||||
2025-07-22 | 13F | Berger Financial Group, Inc | 14 610 | -0,01 | 622 | 4,37 | ||||
2025-05-15 | 13F | Gts Securities Llc | 0 | -100,00 | 0 | |||||
2025-07-28 | 13F | ForthRight Wealth Management, LLC | 301 714 | 110,53 | 12 838 | 119,74 | ||||
2025-07-25 | 13F | SPC Financial, Inc. | 82 595 | -3,46 | 3 514 | 0,77 | ||||
2025-08-12 | 13F | Meridian Wealth Advisors, LLC | 63 404 | -4,48 | 2 698 | -0,33 | ||||
2025-08-12 | 13F | BlackRock, Inc. | 5 166 | -2,45 | 220 | 1,86 | ||||
2025-08-11 | 13F | Plotkin Financial Advisors, LLC | 60 383 | 1,58 | 2 569 | 6,03 | ||||
2025-07-30 | 13F | Retirement Planning Group | 2 704 229 | 1,65 | 115 065 | 6,09 | ||||
2025-07-17 | 13F | DiNuzzo Private Wealth, Inc. | 325 | 0,00 | 14 | 0,00 | ||||
2025-08-04 | 13F | Integrity Alliance, Llc. | 9 856 | 30,91 | 419 | 36,93 | ||||
2025-08-07 | 13F | Vise Technologies, Inc. | 202 083 | 8 599 | ||||||
2025-05-13 | 13F | O'shaughnessy Asset Management, Llc | 0 | -100,00 | 0 | |||||
2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 26 | 1 | ||||||
2025-07-18 | 13F | Dogwood Wealth Management LLC | 0 | -100,00 | 0 | |||||
2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 76 886 | 3 271 | ||||||
2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 106 336 | -0,07 | 4 525 | 4,29 | ||||
2025-08-14 | 13F | Fmr Llc | 0 | -100,00 | 0 | |||||
2025-08-13 | 13F | Mayfair Advisory Group, LLC | 5 591 | 240 | ||||||
2025-08-14 | 13F | Stifel Financial Corp | 475 801 | 12,05 | 20 245 | 16,94 | ||||
2025-08-08 | 13F | Hartland & Co., LLC | 220 | 0,92 | 9 | 12,50 | ||||
2025-07-28 | 13F | Moran Wealth Management, LLC | 75 027 | 7,72 | 3 192 | 12,43 | ||||
2025-07-24 | 13F | IFP Advisors, Inc | 15 824 | -32,84 | 673 | -29,90 | ||||
2025-08-05 | 13F | Uniting Wealth Partners, LLC | 14 240 | 0,12 | 606 | 4,49 | ||||
2025-07-09 | 13F | Baron Financial Group, LLC | 99 412 | 1,60 | 4 230 | 6,02 | ||||
2025-07-16 | 13F | ORG Wealth Partners, LLC | 37 995 | -6,31 | 1 624 | -1,69 | ||||
2025-08-14 | 13F | Hilltop Holdings Inc. | 0 | -100,00 | 0 | |||||
2025-07-22 | 13F | Global Assets Advisory, LLC | 0 | -100,00 | 0 | |||||
2025-05-15 | 13F | Mpwm Advisory Solutions, Llc | 0 | -100,00 | 0 | |||||
2025-07-18 | 13F | Institute for Wealth Management, LLC. | 7 088 | 5,84 | 302 | 10,26 | ||||
2025-08-04 | 13F | Assetmark, Inc | 156 | 0,00 | 7 | 0,00 | ||||
2025-08-14 | 13F | Ancora Advisors, LLC | 5 509 | 0,73 | 234 | 5,41 | ||||
2025-08-11 | 13F | GKV Capital Management Co., Inc. | 0 | -100,00 | 0 | -100,00 | ||||
2025-08-08 | 13F | Meridian Wealth Management, LLC | 31 325 | 4,99 | 1 333 | 9,54 | ||||
2025-04-23 | 13F | GHP Investment Advisors, Inc. | 0 | -100,00 | 0 | |||||
2025-08-12 | 13F | Global Retirement Partners, LLC | 11 578 | 6,88 | 493 | 12,33 | ||||
2025-08-14 | 13F | Mml Investors Services, Llc | 281 149 | 7,43 | 12 | 10,00 | ||||
2025-07-23 | 13F | TriaGen Wealth Management LLC | 6 090 | 0,98 | 259 | 5,71 | ||||
2025-08-05 | 13F | Atlas Wealth LLC | 7 503 | 13,00 | 321 | 18,52 | ||||
2025-08-12 | 13F | Centric Wealth Management | 70 973 | 6,69 | 3 051 | 12,50 | ||||
2025-07-10 | 13F | Family Legacy Financial Solutions, LLC | 200 | 9 | ||||||
2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 1 586 | 0,57 | 67 | 4,69 | ||||
2025-08-14 | 13F | Bank Of America Corp /de/ | 139 967 | 29,96 | 5 956 | 35,65 | ||||
2025-08-04 | 13F | Spire Wealth Management | 45 156 | -36,17 | 1 921 | -33,39 | ||||
2025-08-13 | 13F | Jones Financial Companies Lllp | 13 835 | 45,46 | 584 | 52,48 | ||||
2025-08-13 | 13F | Smith, Moore & Co. | 44 167 | 5,03 | 1 879 | 9,63 | ||||
2025-08-07 | 13F | PFG Advisors | 69 849 | -4,10 | 2 972 | 0,10 | ||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 13 270 | -4,35 | 565 | -0,18 | ||||
2025-07-25 | 13F | 1858 Wealth Management, Llc | 7 220 | 0,00 | 307 | 4,42 | ||||
2025-07-30 | 13F | Crewe Advisors LLC | 581 | 0,00 | 25 | 4,35 | ||||
2025-08-14 | 13F | UBS Group AG | 1 512 313 | -3,53 | 64 349 | 0,68 | ||||
2025-07-29 | 13F | TrueMark Investments, LLC | 0 | -100,00 | 0 | |||||
2025-08-05 | 13F | Bank of New York Mellon Corp | 281 490 | -1,44 | 11 977 | 2,86 | ||||
2025-07-28 | 13F | Cushing Capital Partners, LLC | 26 897 | 0,06 | 1 144 | 4,47 | ||||
2025-08-12 | 13F | LPL Financial LLC | 6 627 311 | 7,22 | 281 992 | 11,90 | ||||
2025-07-08 | 13F | Nbc Securities, Inc. | 552 | 1,10 | 0 | |||||
2025-05-20 | 13F | Blue Rock Wealth Management LLC | 17 781 | 725 | ||||||
2025-08-14 | 13F | MidWestOne Financial Group, Inc. | 75 262 | 7,18 | 3 202 | 11,88 | ||||
2025-08-08 | 13F | MTM Investment Management, LLC | 170 928 | 5,79 | 7 273 | 10,53 | ||||
2025-08-11 | 13F | Rothschild Investment Llc | 14 410 | -0,72 | 613 | 3,72 | ||||
2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 255 599 | 89,78 | 10 876 | 98,05 | ||||
2025-08-01 | 13F | Gwn Securities Inc. | 0 | -100,00 | 0 | |||||
2025-08-06 | 13F | Capasso Planning Partners LLC | 21 740 | -25,52 | 925 | -22,27 | ||||
2025-07-18 | 13F | Truist Financial Corp | 1 149 013 | 14,95 | 48 890 | 19,97 | ||||
2025-08-08 | 13F | CFO4Life Group, LLC | 31 022 | 6,57 | 1 320 | 11,21 | ||||
2025-08-04 | 13F | NBZ Investment Advisors LLC | 463 733 | 1,51 | 19 732 | 5,94 | ||||
2025-07-15 | 13F | McAdam, LLC | 82 130 | 3,99 | 3 495 | 8,54 | ||||
2025-08-13 | 13F | Level Four Advisory Services, Llc | 88 343 | 16,98 | 3 759 | 22,09 | ||||
2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 90 734 | -17,89 | 3 861 | -14,32 | ||||
2025-07-10 | 13F | Sterling Financial Group, Inc. | 702 425 | 2,54 | 29 888 | 7,02 | ||||
2025-08-11 | 13F | Principal Securities, Inc. | 37 633 | 21,42 | 1 601 | 27,67 | ||||
2025-07-17 | 13F | Tempus Wealth Planning, LLC | 0 | -100,00 | 0 | |||||
2025-07-16 | 13F | Magnus Financial Group LLC | 155 596 | 0,83 | 6 621 | 5,23 | ||||
2025-08-13 | 13F | Rsm Us Wealth Management Llc | 47 092 | 14,45 | 2 004 | 19,50 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | Put | 7 600 | 100,00 | 323 | 109,74 | |||
2025-08-07 | 13F | Sollinda Capital Management LLC | 17 854 | 760 | ||||||
2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 78 201 | 32,03 | 3 | 50,00 | ||||
2025-08-06 | 13F | Sage Advisory Services, Ltd.Co. | 5 410 | 3,22 | 230 | 7,48 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | Call | 26 500 | 227,16 | 1 128 | 241,52 | |||
2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 890 916 | 12,10 | 37 908 | 16,99 | ||||
2025-07-22 | 13F | Financial Insights, Inc. | 60 545 | 10,37 | 2 576 | 15,21 | ||||
2025-08-11 | 13F | Stonebrook Private Inc. | 120 128 | -4,54 | 5 111 | -0,37 | ||||
2025-08-14 | 13F | SWAN Capital LLC | 108 | 0,00 | 5 | 0,00 | ||||
2025-05-15 | 13F | Centaurus Financial, Inc. | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Snowden Capital Advisors LLC | 96 459 | 10,17 | 4 104 | 14,99 | ||||
2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 114 886 | 20,78 | 4 888 | 26,04 | ||||
2025-08-14 | 13F | Arete Wealth Advisors, LLC | 10 644 | -5,96 | 0 | |||||
2025-07-29 | 13F | Private Trust Co Na | 24 389 | 42,12 | 1 038 | 48,35 | ||||
2025-08-14 | 13F | Redwood Financial Network Corp | 9 755 | 0,00 | 415 | 4,53 | ||||
2025-08-13 | 13F | Proactive Wealth Strategies LLC | 5 105 | 0 | ||||||
2025-08-04 | 13F | Kovack Advisors, Inc. | 11 734 | -33,48 | 499 | -30,60 | ||||
2025-07-14 | 13F | IronOak Wealth LLC. | 0 | -100,00 | 0 | |||||
2025-08-08 | 13F | Cetera Investment Advisers | 554 785 | 3,60 | 23 606 | 8,13 | ||||
2025-08-14 | 13F | Marshall Investment Management, Llc | 0 | -100,00 | 0 | |||||
2025-08-05 | 13F | Carson Advisory Inc. | 24 365 | 1,92 | 1 037 | 6,37 | ||||
2025-08-06 | 13F | Rps Advisory Solutions Llc | 21 965 | -0,25 | 935 | 4,12 | ||||
2025-07-21 | 13F | Ameriflex Group, Inc. | 1 521 | 0,40 | 64 | 4,92 | ||||
2025-08-04 | 13F | Roble, Belko & Company, Inc | 120 | 0 | ||||||
2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 940 | 0,00 | 40 | 2,63 | ||||
2025-08-11 | 13F | Lake Street Financial Llc | 9 524 | 3,87 | 405 | 8,58 | ||||
2025-07-18 | 13F | PFG Investments, LLC | 10 311 | -5,34 | 439 | -1,35 | ||||
2025-08-04 | 13F | Northwest Financial Advisors | 44 045 | 11,71 | 1 874 | 16,61 | ||||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 17 946 | 264,31 | 764 | 281,50 | ||||
2025-04-15 | 13F | Redhawk Wealth Advisors, Inc. | 0 | -100,00 | 0 | |||||
2025-08-12 | 13F | Jefferies Financial Group Inc. | 31 075 | 1 322 | ||||||
2025-07-17 | 13F | Alpine Bank Wealth Management | 2 757 | 117 | ||||||
2025-07-30 | 13F | BlueChip Wealth Advisors LLC | 106 015 | 4,35 | 4 511 | 8,91 | ||||
2025-08-06 | 13F | Souders Financial Advisors | 222 231 | 2,40 | 9 456 | 6,87 | ||||
2025-07-23 | 13F | Morey & Quinn Wealth Partners, LLC | 27 087 | -6,74 | 1 153 | -2,70 | ||||
2025-04-09 | 13F | HBW Advisory Services LLC | 0 | -100,00 | 0 | |||||
2025-08-07 | 13F | Resources Investment Advisors, LLC. | 4 878 | 208 | ||||||
2025-07-25 | 13F | We Are One Seven, LLC | 247 739 | 17,09 | 10 541 | 22,20 | ||||
2025-08-08 | 13F | Avantax Advisory Services, Inc. | 78 092 | 4,33 | 3 323 | 8,88 | ||||
2025-08-14 | 13F | Allred Capital Management, LLC | 68 214 | 29,32 | 2 903 | 34,98 | ||||
2025-08-07 | 13F | Capital Wealth Planning, LLC | 38 079 | 0,90 | 1 620 | 5,33 | ||||
2025-08-04 | 13F | Atria Investments Llc | 24 986 | 4,32 | 1 063 | 8,91 | ||||
2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 15 884 | -3,74 | 676 | 1,50 | ||||
2025-08-07 | 13F | Allworth Financial LP | 43 844 | -12,74 | 1 866 | -6,14 | ||||
2025-08-13 | 13F | Vermillion & White Wealth Management Group, LLC | 26 | 0,00 | 1 | 0,00 | ||||
2025-08-04 | 13F | HBK Sorce Advisory LLC | 19 948 | 0,71 | 849 | 5,08 | ||||
2025-08-06 | 13F | Wedbush Securities Inc | 85 562 | -1,18 | 4 | 0,00 | ||||
2025-07-09 | 13F | Key Client Fiduciary Advisors, LLC | 22 100 | -3,49 | 940 | 0,75 | ||||
2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 20 677 | -1,47 | 880 | 2,81 | ||||
2025-08-12 | 13F | Sfmg, Llc | 27 962 | 0,00 | 1 190 | 4,30 | ||||
2025-07-10 | 13F | HF Advisory Group, LLC | 12 478 | -21,28 | 531 | -17,96 | ||||
2025-08-08 | 13F | Larson Financial Group LLC | 260 | 1,17 | 11 | 10,00 | ||||
2025-07-25 | 13F | NorthRock Partners, LLC | 300 | 0,00 | 13 | 0,00 | ||||
2025-07-31 | 13F | Wealthfront Advisers Llc | 18 417 | 20,71 | 784 | 25,88 | ||||
2025-07-10 | 13F | Signal Advisors Wealth, LLC | 56 178 | -63,71 | 2 390 | -62,13 | ||||
2025-07-29 | 13F | Salomon & Ludwin, LLC | 376 | 0,00 | 16 | 6,67 | ||||
2025-08-12 | 13F | MAI Capital Management | 0 | -100,00 | 0 | |||||
2025-07-14 | 13F | Sowell Financial Services LLC | 5 288 | 225 | ||||||
2025-08-07 | 13F | Runnymede Capital Advisors, Inc. | 0 | -100,00 | 0 | |||||
2025-08-05 | 13F | Arrowroot Family Office, LLC | 7 241 | 15,89 | 308 | 22,22 | ||||
2025-08-08 | 13F | Emerald Investment Partners, Llc | 6 377 | -3,57 | 271 | 0,74 | ||||
2025-07-28 | 13F | Rosenberg Matthew Hamilton | 16 329 | 10,20 | 695 | 14,90 | ||||
2025-07-07 | 13F | RDA Financial Network | 42 591 | 1,08 | 1 812 | 5,53 | ||||
2025-08-14 | 13F | White Knight Strategic Wealth Advisors, LLC | 13 477 | 14,74 | 573 | 19,87 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 794 572 | 2,04 | 33 810 | 6,49 | ||||
2025-08-04 | 13F | Creative Financial Designs Inc /adv | 188 | 1,08 | 8 | 14,29 | ||||
2025-08-11 | 13F | Brown Brothers Harriman & Co | 19 686 | 838 | ||||||
2025-08-29 | 13F | Evolution Wealth Management Inc. | 139 | 6 | ||||||
2025-07-14 | 13F | Opal Wealth Advisors, LLC | 9 967 | -6,99 | 424 | -2,75 | ||||
2025-08-05 | 13F | Tsfg, Llc | 1 100 | 0,00 | 0 | |||||
2025-08-05 | 13F | Strategic Financial Concepts, LLC | 5 519 | -79,66 | 235 | -78,84 | ||||
2025-07-24 | 13F | Us Bancorp \de\ | 8 966 | -8,14 | 382 | -4,03 | ||||
2025-08-14 | 13F | MGB Wealth Management, LLC | 76 855 | -1,38 | 3 265 | 3,03 | ||||
2025-07-07 | 13F | Good Steward Wealth Advisors,LLC | 63 473 | -41,32 | 2 701 | -38,76 | ||||
2025-08-04 | 13F | Joseph P. Lucia & Associates, LLC | 11 380 | 2,37 | 484 | 6,84 | ||||
2025-07-30 | 13F | D.a. Davidson & Co. | 8 679 | 369 | ||||||
2025-08-11 | 13F | Farrow Financial Inc. | 112 419 | 1,49 | 4 783 | 5,94 | ||||
2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 7 871 | 5,16 | 335 | 9,51 | ||||
2025-08-11 | 13F | Tidemark, LLC | 9 830 | 24,49 | 418 | 30,22 | ||||
2025-08-12 | 13F | Barnes Pettey Financial Advisors, Llc | 120 467 | 7,34 | 5 126 | 12,02 | ||||
2025-07-17 | 13F | TBH Global Asset Management, LLC | 127 136 | -13,60 | 5 061 | -10,92 | ||||
2025-08-05 | 13F | Simplex Trading, Llc | 1 345 | 934,62 | 0 | |||||
2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 51 930 | 65,12 | 2 210 | 72,31 | ||||
2025-08-13 | 13F | Denver Wealth Management, Inc. | 8 355 | 0,64 | 356 | 5,03 | ||||
2025-05-28 | 13F | Intrua Financial, LLC | 0 | -100,00 | 0 | |||||
2025-07-23 | 13F | Bellevue Asset Management, Llc | 849 | 0,71 | 36 | 5,88 | ||||
2025-08-04 | 13F | Pensionmark Financial Group, Llc | 27 319 | 1,35 | 1 162 | 5,73 | ||||
2025-07-10 | 13F | Sovran Advisors, LLC | 109 327 | -3,33 | 4 663 | 5,62 | ||||
2025-08-13 | 13F | VestGen Advisors, LLC | 27 730 | -4,56 | 1 180 | -0,42 | ||||
2025-08-19 | 13F | Advisory Services Network, LLC | 49 773 | 128,82 | 2 127 | 140,07 | ||||
2025-07-29 | 13F | Harbor Asset Planning, Inc. | 54 659 | 2 326 | ||||||
2025-07-08 | 13F | Webster Bank, N. A. | 7 659 | 0,00 | 326 | 4,17 | ||||
2025-07-22 | 13F | Foguth Wealth Management, LLC. | 57 917 | -66,44 | 2 464 | -64,98 | ||||
2025-08-11 | 13F | Private Advisor Group, LLC | 593 753 | 171,01 | 25 264 | 182,85 | ||||
2025-08-14 | 13F | Integrated Wealth Concepts LLC | 14 626 | 16,31 | 622 | 21,48 | ||||
2025-08-14 | 13F | Old Mission Capital Llc | 62 800 | 2 672 | ||||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 39 062 | 18,62 | 1 662 | 23,85 | ||||
2025-07-29 | 13F | Altus Wealth Group LLC | 39 829 | 1,56 | 1 695 | 6,01 | ||||
2025-07-16 | 13F | Crowley Wealth Management, Inc. | 300 | 0,00 | 13 | 0,00 | ||||
2025-08-07 | 13F | Parkside Financial Bank & Trust | 1 162 | 49 | ||||||
2025-07-24 | 13F | Blair William & Co/il | 70 505 | 2,34 | 3 000 | 6,80 | ||||
2025-08-06 | 13F | Vantage Financial Partners, LLC | 434 311 | 3,88 | 18 480 | 8,41 | ||||
2025-08-14 | 13F | Qube Research & Technologies Ltd | 46 899 | 5 278,33 | 1 996 | 5 600,00 | ||||
2025-07-16 | 13F | BOS Asset Management, LLC | 26 627 | 0,67 | 1 133 | 5,01 | ||||
2025-08-14 | 13F | Benjamin Edwards Inc | 267 054 | 4,75 | 11 363 | 9,33 | ||||
2025-08-14 | 13F/A | Skopos Labs, Inc. | 89 | 0,00 | 4 | 0,00 | ||||
2025-07-02 | 13F | Central Pacific Bank - Trust Division | 4 316 | 0,00 | 184 | 4,57 | ||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 2 716 198 | 4,87 | 116 824 | 10,63 | ||||
2025-08-01 | 13F | Advisory Alpha, LLC | 7 866 | 0,00 | 335 | 4,38 | ||||
2025-05-15 | 13F | CAPROCK Group, Inc. | 6 649 | 1,62 | 271 | 2,26 | ||||
2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 16 638 | -5,24 | 708 | -1,12 | ||||
2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 159 457 | -1,47 | 6 785 | 2,82 | ||||
2025-04-25 | 13F | New Wave Wealth Advisors Llc | 0 | -100,00 | 0 | |||||
2025-08-06 | 13F | Golden State Wealth Management, LLC | 3 371 | 0,24 | 143 | 4,38 | ||||
2025-05-15 | 13F | EP Wealth Advisors, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
2025-08-15 | 13F | Morse Asset Management, Inc | 100 | 0,00 | 4 | 0,00 | ||||
2025-07-22 | 13F | IFS Advisors, LLC | 341 | 15 | ||||||
2025-08-19 | 13F | Hohimer Wealth Management, Llc | 8 109 | -10,96 | 345 | -7,01 | ||||
2025-08-12 | 13F | Jacobi Capital Management LLC | 75 766 | 6,74 | 3 224 | 11,37 | ||||
2025-08-15 | 13F | Asset Allocation Strategies LLC | 5 826 | 5,16 | 248 | 9,78 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 8 661 | 369 | ||||||
2025-05-30 | NP | ERNZ - TrueShares Active Yield ETF | 9 232 | 376 | ||||||
2025-07-17 | 13F | Alliance Wealth Advisors, LLC | 18 984 | 1,79 | 808 | 6,18 | ||||
2025-07-24 | 13F | Gilliland Jeter Wealth Management LLC | 6 460 | 0,61 | 275 | 4,98 | ||||
2025-08-01 | 13F | Signature Wealth Management Group | 105 922 | -0,87 | 4 507 | 3,44 | ||||
2025-08-12 | 13F | Founders Financial Alliance, LLC | 41 095 | 1,54 | 1 749 | 5,94 | ||||
2025-07-22 | 13F | Belpointe Asset Management LLC | 25 512 | 4,81 | 1 086 | 9,38 | ||||
2025-07-31 | 13F | Brighton Jones Llc | 5 227 | 0,00 | 222 | 4,23 | ||||
2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 36 800 | -17,95 | 1 566 | -14,39 | ||||
2025-08-13 | 13F | Sepio Capital, LP | 6 088 | 7,43 | 259 | 12,12 | ||||
2025-07-21 | 13F | Ameritas Advisory Services, LLC | 5 233 | 223 | ||||||
2025-08-15 | 13F | Morgan Stanley | 1 840 929 | 27,19 | 78 332 | 32,75 | ||||
2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 218 306 | 1,68 | 9 289 | 6,11 | ||||
2025-07-30 | 13F | Brookstone Capital Management | 39 964 | 41,06 | 1 700 | 47,19 | ||||
2025-07-28 | 13F | Mutual Advisors, LLC | 12 071 | 18,86 | 522 | 29,60 | ||||
2025-07-29 | 13F | Ballast, Inc. | 11 380 | 484 | ||||||
2025-08-14 | 13F | Murphy & Mullick Capital Management Corp | 338 | 1,20 | 14 | 7,69 | ||||
2025-08-14 | 13F | CoreCap Advisors, LLC | 2 866 | 0,00 | 122 | 4,31 | ||||
2025-07-31 | 13F | Stegent Equity Advisors, Inc. | 6 606 | 0,00 | 281 | 4,46 | ||||
2025-07-09 | 13F | Reyes Financial Architecture, Inc. | 20 587 | 4,50 | 876 | 8,97 | ||||
2025-08-13 | 13F | Dynamic Wealth Strategies, LLC | 3 736 | -1,53 | 159 | 2,60 | ||||
2025-04-23 | 13F | Bessemer Group Inc | 0 | -100,00 | 0 | |||||
2025-07-10 | 13F | CWC Advisors, LLC. | 26 143 | 13,24 | 1 112 | 18,17 | ||||
2025-08-07 | 13F | Sierra Ocean, Llc | 121 502 | 4,55 | 5 166 | 9,01 | ||||
2025-08-27 | 13F | Barnes Wealth Management Group, Inc | 7 508 | -0,27 | 319 | 4,25 | ||||
2025-08-11 | 13F | Semus Wealth Partners LLC | 33 490 | 0,87 | 1 425 | 5,25 | ||||
2025-08-13 | 13F | Gateway Wealth Partners, LLC | 24 832 | -6,94 | 1 057 | -2,85 | ||||
2025-08-08 | 13F | Creative Planning | 10 295 | 438 | ||||||
2025-08-11 | 13F | HighTower Advisors, LLC | 1 898 344 | 73,56 | 80 775 | 81,14 | ||||
2025-08-11 | 13F | Aptus Capital Advisors, LLC | 10 441 | 16,91 | 444 | 21,98 | ||||
2025-05-08 | 13F | Plante Moran Financial Advisors, LLC | 0 | -100,00 | 0 | |||||
2025-07-25 | 13F | Prostatis Group LLC | 441 962 | 11,90 | 18 805 | 16,79 | ||||
2025-07-23 | 13F | Foresight Capital Management Advisors, Inc. | 0 | -100,00 | 0 | |||||
2025-07-30 | 13F | Principle Wealth Partners Llc | 30 208 | 33,43 | 1 285 | 39,22 | ||||
2025-08-01 | 13F | Pasadena Private Wealth, LLC | 34 397 | -86,71 | 1 464 | -86,14 | ||||
2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 167 078 | 17,66 | 7 109 | 22,80 | ||||
2025-08-14 | 13F | Visionary Wealth Advisors | 228 207 | 3,45 | 9 710 | 7,97 | ||||
2025-07-17 | 13F | Janney Montgomery Scott LLC | 1 691 925 | 5,02 | 72 | 9,23 | ||||
2025-08-06 | 13F | AE Wealth Management LLC | 2 346 | -0,59 | 100 | 3,13 | ||||
2025-07-15 | 13F | Fifth Third Bancorp | 4 532 | 193 | ||||||
2025-07-18 | 13F | Consolidated Planning Corp | 591 201 | -0,31 | 25 156 | 4,04 | ||||
2025-08-08 | 13F | Collaborative Wealth Managment Inc. | 47 382 | 0,00 | 2 016 | 4,40 | ||||
2025-07-30 | 13F | Caliber Wealth Management, LLC / KS | 67 570 | -10,02 | 2 875 | -6,08 | ||||
2025-07-25 | 13F | Cwm, Llc | 420 404 | 17,70 | 18 | 21,43 | ||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 166 675 | -6,17 | 7 | 0,00 | ||||
2025-08-22 | 13F | Carter Financial Group, INC. | 172 505 | 40,14 | 7 340 | 59,22 | ||||
2025-07-23 | 13F | Cannon Wealth Management Services, LLC | 9 356 | -0,78 | 398 | 4,74 | ||||
2025-08-13 | 13F | Renaissance Technologies Llc | 39 600 | 1 685 | ||||||
2025-08-14 | 13F | Mariner, LLC | 6 498 | -74,15 | 276 | -73,07 | ||||
2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 621 | 0,00 | 26 | 4,00 | ||||
2025-08-13 | 13F | Van Hulzen Asset Management, LLC | 11 351 | 483 | ||||||
2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 219 226 | 17,66 | 9 328 | 22,80 | ||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 667 331 | -6,21 | 28 395 | -2,12 | ||||
2025-05-14 | 13F | Group One Trading, L.p. | 0 | -100,00 | 0 | -100,00 | ||||
2025-07-22 | 13F | DAVENPORT & Co LLC | 33 655 | -8,96 | 1 432 | -4,98 | ||||
2025-08-12 | 13F | Park Square Financial Group, LLC | 4 139 | 0,00 | 176 | 4,76 | ||||
2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100,00 | 0 |