Estatísticas Básicas
| Proprietários Institucionais | 225 total, 225 long only, 0 short only, 0 long/short - change of 0.00% MRQ |
| Alocação Média no Portfólio | 0.0928 % - change of -12.96% MRQ |
| Ações Institucionais (Longas) | 9,744,038 (ex 13D/G) - change of -0.08MM shares -0.96% MRQ |
| Valor Institucional (Longa) | $ 862,863 USD ($1000) |
Propriedade Institucional e Acionistas
First Trust Exchange-Traded AlphaDEX Fund - First Trust Large Cap Value AlphaDEX Fund (MX:FTA) tem 225 proprietários e acionistas institucionais que enviaram os formulários 13D/G ou 13F para a Comissão de Valores Mobiliários (SEC). Essas instituições possuem um total de 9,744,038 ações. Os maiores acionistas incluem Morgan Stanley, LPL Financial LLC, UBS Group AG, Envestnet Asset Management Inc, Bank Of America Corp /de/, Cetera Investment Advisers, Royal Bank Of Canada, Raymond James Financial Inc, Integrated Wealth Concepts LLC, and Wells Fargo & Company/mn .
First Trust Exchange-Traded AlphaDEX Fund - First Trust Large Cap Value AlphaDEX Fund (BMV:FTA) a estrutura de propriedade institucional mostra as posições atuais na empresa por instituições e fundos, bem como as últimas mudanças no tamanho da posição. Os principais acionistas podem incluir investidores individuais, fundos mútuos, fundos de cobertura ou instituições. O Schedule 13D indica que o investidor possui (ou possuía) mais de 5% da empresa e pretende (ou pretendia) buscar ativamente uma mudança na estratégia de negócios. O Schedule 13G indica um investimento passivo de mais de 5%.
Pontuação do Sentimento do Fundo
A Pontuação do Sentimento do Fundo (anteriormente conhecida como Pontuação de Acumulação de Propriedade) identifica as ações que estão sendo mais compradas pelos fundos. É o resultado de um modelo quantitativo sofisticado e multifatorial que identifica empresas com os maiores níveis de acumulação institucional. O modelo de pontuação utiliza uma combinação do aumento total em proprietários divulgados, as mudanças nas alocações de portfólio desses proprietários e outras métricas. O número varia de 0 a 100, com números mais altos indicando um nível maior de acumulação em relação aos seus pares, sendo 50 a média.
Frequência de Atualização: Diariamente
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Arquivamentos 13F e NPORT
Detalhes sobre Formulários 13F são gratuitos. Detalhes sobre Formulários NP requerem uma assinatura premium. Linhas verdes indicam novas posições. Linhas vermelhas indicam posições fechadas. Clique no ícone de link para ver o histórico completo de transações.
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| Data do Arquivo | Fonte | Investidor | Tipo | Preço Médio (Est) |
Ações | Δ Ações (%) |
Valor Reportado (US$1000) |
Δ Valor (%) |
Aloc. de Portf. (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 5,711 | -1.94 | 527 | 5.19 | ||||
| 2026-05-08 | 13F | Smithfield Trust Co | 600 | -16.67 | 0 | |||||
| 2026-04-15 | 13F | City Holding Co | 165 | 0.00 | 15 | 7.14 | ||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 13,706 | -1.52 | 1,266 | 5.59 | ||||
| 2026-04-30 | 13F | Sequoia Financial Advisors, LLC | 2,361 | 0.00 | 218 | 7.39 | ||||
| 2026-04-29 | 13F | Meitav Dash Investments Ltd | 7,550 | 0.00 | 697 | 7.23 | ||||
| 2026-05-15 | 13F | Ameriflex Group, Inc. | 103 | 0.00 | 10 | 12.50 | ||||
| 2026-04-21 | 13F | Wesbanco Bank Inc | 2,949 | -8.81 | 272 | -2.16 | ||||
| 2026-05-05 | 13F | Three Seasons Wealth, LLC | 7,353 | -8.18 | 679 | -1.45 | ||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 1,947 | 0.00 | 180 | 7.19 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 18,506 | -2.23 | 1,594 | -2.21 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 4,454 | -15.34 | 411 | -9.27 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 55,397 | 0.04 | 4,772 | 3.42 | ||||
| 2026-04-09 | 13F | DHJJ Financial Advisors, Ltd. | 2,517 | 0.00 | 232 | 7.41 | ||||
| 2026-04-23 | 13F | 626 Financial, LLC | 2,645 | 0.00 | 244 | 7.49 | ||||
| 2026-04-24 | 13F | Key FInancial Inc | 46 | 0.00 | 4 | 33.33 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 6,464 | 438.22 | 595 | 477.67 | ||||
| 2026-04-30 | 13F | Private Trust Co Na | 430 | -29.85 | 40 | -25.00 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 2,120 | -2.57 | 196 | 4.28 | ||||
| 2026-04-10 | 13F | Novem Group | 6,164 | 569 | ||||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 10,053 | 0.16 | 928 | 7.41 | ||||
| 2026-05-12 | 13F | Creative Planning | 41,710 | 4.84 | 3,852 | 12.37 | ||||
| 2026-05-16 | 13F | Arete Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | Huntington National Bank | 176 | 7.36 | ||||||
| 2026-05-08 | 13F | LaSalle St. Investment Advisors, LLC | 16,834 | -0.24 | 1,555 | 155,300.00 | ||||
| 2026-05-13 | 13F | Mpwm Advisory Solutions, Llc | 9,574 | 0.68 | 884 | 7.94 | ||||
| 2026-05-08 | 13F | Wall Street Access Asset Management, LLC | 10 | 0.00 | 1 | |||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 12,892 | -8.25 | 1,191 | -1.65 | ||||
| 2026-05-20 | 13F | RMR Capital Management, LLC | 11,160 | -0.31 | 1,031 | 6.85 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 16,185 | 1,495 | ||||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 2,664 | 246 | ||||||
| 2026-04-28 | 13F | Golden State Wealth Management, LLC | 898 | 0.00 | 83 | 6.49 | ||||
| 2026-01-20 | 13F | American National Bank | 0 | -100.00 | 0 | |||||
| 2026-05-14 | 13F | StoneX Group Inc. | 4,587 | -69.33 | 424 | -67.16 | ||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 70,116 | -27.11 | 6,475 | -21.86 | ||||
| 2026-04-24 | 13F | KPP Advisory Services LLC | 4,186 | 0.00 | 387 | 7.22 | ||||
| 2026-05-08 | 13F | 1776 Wealth LLC | 4,224 | 0.00 | 390 | 7.44 | ||||
| 2026-05-12 | 13F | IFG Advisory, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-05 | 13F | BlueChip Wealth Advisors LLC | 4,518 | -25.75 | 417 | -20.42 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 144,185 | -4.68 | 13,315 | 2.19 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 1,806,123 | -10.12 | 166,796 | -3.65 | ||||
| 2026-05-15 | 13F | Sun Financial Inc | 12,355 | 3.25 | 1,148 | 11.46 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 197,337 | 1.17 | 18,224 | 8.46 | ||||
| 2026-04-20 | 13F | Independent Wealth Network Inc. | 5,365 | -4.66 | 495 | 2.27 | ||||
| 2026-04-22 | 13F | Patriot Financial Group Insurance Agency, LLC | 3,786 | 350 | ||||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 7,230 | 159.33 | 668 | 177.92 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 401,419 | 0.00 | 37,071 | 7.20 | ||||
| 2026-05-06 | 13F | Assetmark, Inc | 138,721 | -1.62 | 12,811 | 5.46 | ||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 42,322 | 5.40 | 3,908 | 13.01 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 295,102 | 24.38 | 27,253 | 33.33 | ||||
| 2026-05-12 | 13F | Bank of Jackson Hole Trust | 1,485 | 0.00 | 137 | 7.87 | ||||
| 2026-05-11 | 13F | Integrity Alliance, Llc. | 4,821 | 50.56 | 445 | 61.82 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 70,422 | -8.41 | 6,503 | -1.81 | ||||
| 2026-05-15 | 13F | Fmr Llc | 6,467 | 52.60 | 597 | 63.56 | ||||
| 2026-05-06 | 13F | WealthTrust Asset Management, LLC | 4,256 | 48.71 | 393 | 59.76 | ||||
| 2026-05-12 | 13F | Benjamin Edwards Inc | 104,778 | 11.11 | 9,679 | 19.11 | ||||
| 2026-02-06 | 13F | Empirical Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-14 | 13F | Virtu Financial LLC | 12,365 | 1 | ||||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 43,883 | 4.07 | 4,053 | 11.56 | ||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 2,955 | 0.00 | 273 | 7.09 | ||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 124 | 0.00 | 11 | 10.00 | ||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 0 | -100.00 | 0 | |||||
| 2026-05-11 | 13F | REAP Financial Group, LLC | 2,559 | -7.75 | 236 | -1.26 | ||||
| 2026-05-12 | 13F | Belvedere Trading LLC | Call | 12,300 | 1,136 | |||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 21,572 | 393.53 | 1,992 | 429.79 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 6,416 | -0.70 | 592 | 6.47 | ||||
| 2026-02-12 | 13F | Wealthspire Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-13 | 13F | Pacific Excel Wealth Advisors, Inc. | 16,139 | 60.51 | 1,490 | 72.06 | ||||
| 2026-05-12 | 13F | Ausdal Financial Partners, Inc. | 2,847 | 0.14 | 263 | 7.38 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 23,959 | 102.58 | 2,213 | 117.29 | ||||
| 2026-02-13 | 13F | Pine Valley Investments Ltd Liability Co | 2,432 | -70.17 | 209 | -66.45 | ||||
| 2026-05-08 | 13F | Russell Investments Group, Ltd. | 358 | 20.54 | 33 | 32.00 | ||||
| 2026-04-29 | 13F | Richmond Investment Services, LLC | 12,494 | -5.68 | 1,154 | 1.05 | ||||
| 2026-05-13 | 13F | Fsb Premier Wealth Management, Inc. | 21,393 | -2.92 | 1,976 | 4.06 | ||||
| 2026-04-28 | 13F | Flagship Harbor Advisors, Llc | 0 | -100.00 | 0 | |||||
| 2026-04-29 | 13F | Kaydan Wealth Management, Inc. | 88,824 | -0.48 | 8,203 | 6.69 | ||||
| 2026-05-06 | 13F | Bessemer Group Inc | 784 | 0.00 | 0 | |||||
| 2026-04-29 | 13F | Index Technologies Group LLC | 3,438 | 317 | ||||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 102,371 | 21.12 | 9,454 | 29.83 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 72,129 | 11.04 | 7 | 20.00 | ||||
| 2026-05-05 | 13F | Cullen/frost Bankers, Inc. | 730 | 60.44 | 67 | 71.79 | ||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 210 | 0.00 | 19 | 5.56 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 391,307 | 12.75 | 36,137 | 20.87 | ||||
| 2026-05-11 | 13F | Daymark Wealth Partners, Llc | 3,610 | -13.64 | 333 | -7.50 | ||||
| 2026-05-13 | 13F | Brinker Capital Investments, LLC | 25,580 | 2.32 | 2,362 | 9.71 | ||||
| 2026-04-15 | 13F | Iams Wealth Management, Llc | 27,421 | -13.47 | 2,532 | -7.25 | ||||
| 2026-04-17 | 13F | Cottonwood Capital Advisors, Llc | 57,809 | -3.79 | 5,339 | 3.13 | ||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 157 | 0.64 | 14 | 7.69 | ||||
| 2026-02-06 | 13F | GPS Wealth Strategies Group, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | Armis Advisers, LLC | 2,313 | 0.30 | 214 | 2.88 | ||||
| 2026-05-04 | 13F | Sigma Planning Corp | 5,830 | 11.37 | 538 | 19.56 | ||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 9,267 | -11.54 | 856 | -5.21 | ||||
| 2026-05-14 | 13F | Rhodes Investment Advisors Inc /adv | 2,395 | -4.39 | 221 | 2.79 | ||||
| 2026-04-24 | 13F | American Institute for Advanced Investment Management, LLP | 5,620 | -0.88 | 519 | 6.35 | ||||
| 2026-05-01 | 13F/A | Custom Index Systems, Llc | 4,182 | 386 | ||||||
| 2026-02-11 | 13F | O'shaughnessy Asset Management, Llc | 0 | -100.00 | 0 | |||||
| 2026-05-18 | 13F | Centaurus Financial, Inc. | 1,259 | -22.04 | 0 | |||||
| 2026-04-15 | 13F | Midwest Heritage Bank, FSB | 46,264 | -16.01 | 4,272 | -9.97 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 3,034 | 1.51 | 280 | 8.95 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 69,115 | 18.97 | 6,383 | 27.54 | ||||
| 2026-05-05 | 13F | Holistic Financial Partners | 140,644 | 1.86 | 12,988 | 9.19 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 146,260 | -8.00 | 14 | 0.00 | ||||
| 2026-05-05 | 13F | Eukles Asset Management | 7,754 | -12.02 | 716 | -5.67 | ||||
| 2026-05-04 | 13F | Clear Investment Research, Llc | 537 | 50 | ||||||
| 2026-04-21 | 13F | OneAscent Financial Services LLC | 20,583 | -7.16 | 1,901 | -0.47 | ||||
| 2026-04-20 | 13F | SILVER OAK SECURITIES, Inc | 2,282 | -88.06 | 211 | -87.33 | ||||
| 2026-05-06 | 13F | Dunhill Financial, LLC | 217 | 0.00 | 20 | 11.11 | ||||
| 2026-05-05 | 13F | PFG Advisors | 6,908 | -25.23 | 638 | -19.87 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 76,014 | -24.44 | 7,020 | -19.01 | ||||
| 2026-05-11 | 13F | Founders Financial Alliance, LLC | 6,359 | 3.40 | 587 | 10.96 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 8,647 | -2.85 | 799 | 4.18 | ||||
| 2026-05-16 | 13F | Sunbelt Securities, Inc. | 370 | 0.00 | 34 | 9.68 | ||||
| 2026-05-15 | 13F | Ancora Advisors, LLC | 207 | 0.00 | 19 | 11.76 | ||||
| 2026-02-17 | 13F | MGB Wealth Management, LLC | 5,648 | 0.18 | 487 | 3.62 | ||||
| 2026-05-14 | 13F | Gladstone Institutional Advisory LLC | 6,485 | 9.10 | 599 | 16.80 | ||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 7,051 | -3.92 | 651 | 3.01 | ||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 2,250 | -24.22 | 194 | -21.86 | ||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 2,261 | 8,596.15 | 195 | 9,600.00 | ||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 14,077 | -0.17 | 1,300 | 7.08 | ||||
| 2026-05-07 | 13F | Tidemark, LLC | 3,169 | 0.00 | 293 | 6.96 | ||||
| 2026-01-21 | 13F | Newbridge Financial Services Group, Inc. | 0 | -100.00 | 0 | |||||
| 2026-05-04 | 13F | Avantax Planning Partners, Inc. | 2,855 | 0.00 | 264 | 7.35 | ||||
| 2026-02-11 | 13F | Janney Capital Management LLC | 3,263 | 0.00 | 0 | |||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 4,517 | 6.08 | 417 | 13.93 | ||||
| 2026-04-20 | 13F | ABLE Financial Group, LLC | 3,277 | -13.12 | 303 | -6.79 | ||||
| 2026-05-29 | 13F | Asset Dedication, LLC | 343 | 0.00 | 32 | 6.90 | ||||
| 2026-05-13 | 13F | Lloyd Advisory Services, LLC. | 0 | -100.00 | 0 | |||||
| 2026-04-06 | 13F | CX Institutional | 469 | 0.21 | 0 | |||||
| 2026-05-14 | 13F | Cwm, Llc | 2,237 | 44.14 | 207 | |||||
| 2026-05-14 | 13F | Atomi Financial Group, Inc. | 0 | -100.00 | 0 | |||||
| 2026-05-08 | 13F | Blair William & Co/il | 928 | 0.00 | 86 | 7.59 | ||||
| 2026-05-15 | 13F | Strive Financial Group ,LLC | 50 | 35.14 | 5 | 66.67 | ||||
| 2026-05-04 | 13F | Retirement Planning Group | 2,914 | 0.00 | 269 | 7.17 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 41,744 | -1.55 | 3,855 | 5.56 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 15,206 | -64.06 | 1,404 | -61.47 | ||||
| 2026-01-29 | 13F | Comerica Bank | 7,553 | -12.29 | 651 | -9.34 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 3,062 | 1.83 | 283 | 6.42 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 5,107 | -49.35 | 440 | -47.74 | ||||
| 2026-05-11 | 13F | Citigroup Inc | 227 | 0.00 | 21 | 5.26 | ||||
| 2026-04-28 | 13F | Kingswood Wealth Advisors, Llc | 4,813 | 444 | ||||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 37,408 | -0.99 | 3,455 | 6.15 | ||||
| 2026-05-06 | 13F | TCFG Investment Advisors, LLC | 13,333 | 1,231 | ||||||
| 2026-04-22 | 13F | Asset Allocation Strategies LLC | 4,513 | -19.02 | 417 | -13.33 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 20,473 | 5.07 | 1,891 | 12.63 | ||||
| 2026-04-21 | 13F | Morey & Quinn Wealth Partners, LLC | 7,650 | 0.00 | 706 | 7.13 | ||||
| 2026-04-10 | 13F | Winebrenner Capital Management Llc | 11,848 | 0.01 | 1,094 | 7.25 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 16,686 | 2,176.40 | 1,541 | 2,344.44 | ||||
| 2026-04-24 | 13F | Luminist Capital LLC | 0 | -100.00 | 0 | |||||
| 2026-05-08 | 13F | STAR Financial Bank | 6,279 | -3.09 | 580 | 3.76 | ||||
| 2026-05-13 | 13F | Signature Equity Partners, LLC | 402 | -0.25 | 37 | 8.82 | ||||
| 2026-04-24 | 13F | Tcfg Wealth Management, Llc | 13,333 | 0.18 | 1,231 | 7.42 | ||||
| 2026-05-15 | 13F | Two Sigma Securities, Llc | 2,173 | 201 | ||||||
| 2026-05-06 | 13F | MTM Investment Management, LLC | 2,705 | 0.00 | 250 | 6.87 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 39,710 | 3,667 | ||||||
| 2026-05-04 | 13F | HBW Advisory Services LLC | 15,178 | 1.82 | 1,402 | 9.11 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 1,070,746 | 6.88 | 98,883 | 14.57 | ||||
| 2026-05-13 | 13F | BlackRock, Inc. | 2,217 | 205 | ||||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 19,080 | 1.29 | 1,744 | 7.52 | ||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 508 | -9.61 | 46 | -4.17 | ||||
| 2026-05-06 | 13F | My Portfolio Guide, LLC | 267 | 25 | ||||||
| 2026-04-14 | 13F | Nova Wealth Management, Inc. | 1,885 | -0.37 | 174 | 7.41 | ||||
| 2026-04-22 | 13F | Spire Wealth Management | 1,864 | 16.43 | 172 | 25.55 | ||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 7,591 | 1.46 | 701 | 8.85 | ||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 1,548 | 0.00 | 143 | 3.65 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 14,467 | -3.13 | 1,336 | 3.81 | ||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 2,130 | 17.74 | 196 | 26.45 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 345,175 | 0.49 | 31,877 | 7.73 | ||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 4,251 | -5.03 | 393 | 1.82 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 3,557 | -0.56 | 329 | 6.49 | ||||
| 2026-05-12 | 13F | Invesco Ltd. | 3,374 | 312 | ||||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 198,478 | 1,834.67 | 18,329 | 1,975.76 | ||||
| 2026-04-27 | 13F | Koshinski Asset Management, Inc. | 2,916 | 0.03 | 269 | 7.17 | ||||
| 2026-05-13 | 13F | First Trust Advisors Lp | 12,944 | -9.41 | 1,195 | -2.85 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 1,298 | 120 | ||||||
| 2026-04-09 | 13F | Key Client Fiduciary Advisors, LLC | 2,500 | 0.00 | 231 | 6.98 | ||||
| 2026-05-15 | 13F | GWM Advisors LLC | 136,144 | 36.99 | 1,987 | -76.80 | ||||
| 2026-04-22 | 13F | Pinnacle Bancorp, Inc. | 963 | 0.00 | 89 | 7.32 | ||||
| 2026-05-01 | 13F | Valmark Advisers, Inc. | 4,143 | 0.00 | 383 | 7.30 | ||||
| 2026-05-13 | 13F | Keystone Wealth Services, LLC | 9,380 | 866 | ||||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 69,377 | 104.48 | 6,407 | 119.23 | ||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 12,132 | 3.15 | 1,120 | 10.67 | ||||
| 2026-04-14 | 13F | Northwest Wealth Management, Llc | 2,835 | 0.00 | 262 | 6.97 | ||||
| 2026-05-12 | 13F | Kingsview Wealth Management, LLC | 176,755 | -7.78 | 16,323 | -1.14 | ||||
| 2026-05-18 | 13F | IFS Group,LLC | 6,233 | -1.90 | 576 | 8.08 | ||||
| 2026-04-06 | 13F | GAMMA Investing LLC | 438 | -22.20 | 40 | -16.67 | ||||
| 2026-04-21 | 13F | Sequent Planning LLC | 3,283 | 20.26 | 303 | 28.94 | ||||
| 2026-05-01 | 13F | Hantz Financial Services, Inc. | 267 | 0.00 | 0 | |||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 1,608 | -2.19 | 148 | 4.96 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 19,279 | 1.11 | 1,780 | 8.40 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 21,873 | 1.08 | 2 | 100.00 | ||||
| 2026-04-29 | 13F | Proactive Wealth Strategies LLC | 11,258 | 100.78 | 1,040 | 115.11 | ||||
| 2026-05-13 | 13F | Clearwater Capital Advisors, LLC | 6,407 | 0.00 | 592 | 7.26 | ||||
| 2026-05-14 | 13F | Regal Investment Advisors LLC | 27,907 | -0.39 | 2,577 | 6.80 | ||||
| 2026-04-20 | 13F | Hilton Head Capital Partners, LLC | 2,161 | 0.00 | 200 | 6.99 | ||||
| 2026-02-10 | 13F | ShoreHaven Wealth Partners, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 2,880 | -2.37 | 266 | 4.33 | ||||
| 2026-06-04 | 13F | Midwest Financial Network, LLC | 21,697 | -22.81 | 2,004 | -17.27 | ||||
| 2026-05-15 | 13F | Flow Traders U.s. Llc | 7,596 | 110.12 | 1 | |||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Call | 3,200 | 296 | |||||
| 2026-05-01 | 13F | Kraft, Davis & Associates, LLC | 5,134 | 0.06 | 487 | 7.51 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 75,857 | 144.92 | 7,005 | 162.56 | ||||
| 2026-05-01 | 13F | Triton Wealth Management, PLLC | 23,155 | 0.00 | 2,132 | 1.23 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 35,376 | 836.86 | 3,267 | 904.92 | ||||
| 2026-05-15 | 13F | Keating Financial Advisory Services, Inc. | 6,284 | 173.46 | 580 | 194.42 | ||||
| 2026-04-21 | 13F | Trueblood Wealth Management, LLC | 40,958 | 0.14 | 3,783 | 7.35 | ||||
| 2026-04-29 | 13F | Envestnet Portfolio Solutions, Inc. | 7,384 | -4.50 | 682 | 2.25 | ||||
| 2026-05-05 | 13F | UBS Group AG | 968,433 | -0.35 | 89,435 | 6.82 | ||||
| 2026-05-13 | 13F | GeoWealth Management, LLC | 3,067 | -23.13 | 283 | -17.49 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 116,811 | -13.70 | 10,791 | -7.48 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 6,990 | 646 | ||||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 300 | 0.00 | 28 | 8.00 | ||||
| 2026-05-06 | 13F | Main Street Group, LTD | 360 | 33 | ||||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 298,949 | 0.47 | 27,608 | 7.70 | ||||
| 2026-03-09 | 13F | Lifetime Wealth Management P.C. | 17 | 229 | ||||||
| 2026-05-14 | 13F | We Are One Seven, LLC | 5,791 | 535 | ||||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 4,601 | 8.62 | 0 | |||||
| 2026-05-11 | 13F | Aprio Wealth Management, LLC | 2,833 | 0.39 | 262 | 7.41 | ||||
| 2026-05-15 | 13F | Cresset Asset Management, LLC | 2,655 | 0.08 | 245 | 7.46 | ||||
| 2026-04-06 | 13F | Private Client Services, Llc | 3,529 | -3.58 | 326 | 3.17 | ||||
| 2026-05-14 | 13F | Synergy Investment Management, LLC | 1,189 | 110 | ||||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 14,562 | 8.82 | 1,345 | 16.67 | ||||
| 2026-05-12 | 13F | Bnp Paribas Arbitrage, Sa | 50,000 | 4,618 | ||||||
| 2026-05-14 | 13F | Pinnacle Family Advisors, LLC | 6,852 | -1.34 | 633 | 5.69 | ||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 0 | -100.00 | 0 | |||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 300 | 0.00 | 28 | 8.00 | ||||
| 2026-04-23 | 13F | SJS Investment Consulting Inc. | 50 | 5 | ||||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 22,686 | 18.05 | 2,078 | 25.50 | ||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 177 | 0.00 | 17 | 6.67 | ||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 80,410 | -8.73 | 7,426 | -2.17 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 133,816 | -13.19 | 11,528 | 95,958.33 | ||||
| 2026-05-04 | 13F | Chicago Partners Investment Group LLC | 12,745 | 0.28 | 1,208 | 6.43 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 30,404 | -57.02 | 2,808 | -53.94 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 7,267 | 4.32 | 671 | 11.83 | ||||
| 2026-05-05 | 13F | Atria Investments Llc | 37,581 | -8.43 | 3,471 | -1.84 | ||||
| 2026-05-15 | 13F | Coppell Advisory Solutions LLC | 0 | -100.00 | 0 | |||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 9,298 | 3.58 | 801 | 7.09 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 14,010 | -7.51 | 1,294 | -0.84 | ||||
| 2026-05-05 | 13F | Blackhawk Capital Partners LLC. | 9,150 | 4.93 | 845 | 12.52 | ||||
| 2026-05-07 | 13F | Key Capital Management, INC | 42 | 4 | ||||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 164 | -27.43 | 15 | -21.05 | ||||
| 2026-05-13 | 13F | NewEdge Wealth, LLC | 16,806 | 0.08 | 1,552 | 7.33 | ||||
| 2026-04-02 | 13F | Hilltop National Bank | 1,037 | 0.00 | 96 | 6.74 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 7,499 | 19.07 | 692 | 27.68 |
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