Statistiques de base
Propriétaires institutionnels | 195 total, 195 long only, 0 short only, 0 long/short - change of 1,04% MRQ |
Allocation moyenne du portefeuille | 0.2182 % - change of -12,80% MRQ |
Actions institutionnelles (Long) | 14 670 597 (ex 13D/G) - change of -0,48MM shares -3,14% MRQ |
Valeur institutionnelle (Long) | $ 498 234 USD ($1000) |
Participation institutionnels et actionnaires
Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - September (US:PSEP) détient 195 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 14,670,597 actions. Les principaux actionnaires incluent 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) 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 8, 2025 is 42,41 / share. Previously, on September 9, 2024, the share price was 37,47 / share. This represents an increase of 13,18% 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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-07-22 | 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 |