Statistiche di base
| Proprietari istituzionali | 212 total, 212 long only, 0 short only, 0 long/short - change of 5,15% MRQ |
| Allocazione media del portafoglio | 0.1754 % - change of 24,81% MRQ |
| Azioni istituzionali (Long) | 6.487.137 (ex 13D/G) - change of 1,05MM shares 19,93% MRQ |
| Valore istituzionale (Long) | $ 402.612 USD ($1000) |
Proprietà istituzionale e azionisti
Invesco Exchange-Traded Fund Trust II - Invesco S&P Global Water Index ETF (MX:CGW) ha 212 proprietari istituzionali e azionisti che hanno presentato i moduli 13D/G o 13F alla Securities Exchange Commission (SEC). Queste istituzioni detengono un totale di 6,487,137 azioni. I maggiori azionisti includono Morgan Stanley, Conservest Capital Advisors, Inc., UBS Group AG, Bank Of America Corp /de/, Weatherly Asset Management L. P., 1832 Asset Management L.P., Cetera Investment Advisers, Ameriprise Financial Inc, Wells Fargo & Company/mn, and LPL Financial LLC .
(Invesco Exchange-Traded Fund Trust II - Invesco S&P Global Water Index ETF (BMV:CGW) la struttura proprietaria istituzionale mostra le attuali posizioni nella società da parte di istituzioni e fondi, nonché le ultime variazioni nella dimensione della posizione. I principali azionisti possono essere singoli investitori, fondi comuni, hedge fund o istituzioni. L'allegato 13D indica che l'investitore detiene (o ha detenuto) più del 5% della società e intende (o intendeva) perseguire attivamente un cambiamento nella strategia aziendale. L'allegato 13G indica un investimento passivo superiore al 5%.
Indice del sentiment dei fondi
L'indice del sentiment dei fondi (anche noto come "indice di accumulo di proprietà") individua i titoli più acquistati dai fondi. È il risultato di un sofisticato modello quantitativo multi-fattore che identifica le società con i più alti livelli di accumulo istituzionale. Il modello utilizza una combinazione dell'aumento totale dei proprietari dichiarati, delle variazioni nelle allocazioni di portafoglio di tali proprietari e di altre metriche. Il punteggio varia da 0 a 100: i numeri più alti indicano un livello di accumulo superiore ad altre società, mentre 50 rappresenta la media.
Frequenza di aggiornamento: giornaliera
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Depositi 13F e NPORT
Le informazioni relative ai depositi 13F sono gratuite. Per accedere alle informazioni relative ai depositi NP è necessario un'abbonamento premium. Le righe verdi indicano le nuove posizioni. Le righe rosse indicano le posizioni chiuse. Fai clic sull'icona del link per visualizzare la cronologia completa delle transazioni.
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| Data di deposito | Fonte | Investitore | Tipo | Prezzo medio (Stima) |
Azioni | Δ Azioni (%) |
Valore dichiarato ($ 1000) |
Δ Valore (%) |
Allocazione del portafoglio (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 111.748 | -0,96 | 7 | 0,00 | ||||
| 2026-05-15 | 13F | Resources Management Corp /ct/ /adv | 500 | 0,00 | 0 | |||||
| 2026-05-13 | 13F | Scotia Capital Inc. | 6.451 | 0,00 | 412 | 1,48 | ||||
| 2026-02-05 | 13F | Wealth Advisory Team LLC | 14.984 | -14,35 | 944 | -13,63 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 122.847 | 20,01 | 7.855 | 21,77 | ||||
| 2026-05-15 | 13F | Rothschild Capital Partners, LLC | 5.213 | 0,00 | 333 | 1,52 | ||||
| 2026-05-06 | 13F | VSM Wealth Advisory, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 2.711 | -46,40 | 173 | -45,60 | ||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 5.872 | -1,36 | 375 | 0,00 | ||||
| 2026-01-15 | 13F | Polianta Ltd | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-05-08 | 13F | Blair William & Co/il | 2.944 | 0,10 | 188 | 1,62 | ||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 17.394 | -0,75 | 1.112 | 0,72 | ||||
| 2026-05-11 | 13F | Mark Sheptoff Financial Planning, Llc | 100 | -50,00 | 6 | -50,00 | ||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 1.000 | 0,00 | 64 | 0,00 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 9.238 | 3,14 | 591 | 4,61 | ||||
| 2026-05-11 | 13F | REAP Financial Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 109 | 0,00 | 7 | 0,00 | ||||
| 2026-05-15 | 13F | GWM Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Glenmede Trust Co Na | 0 | -100,00 | 0 | |||||
| 2026-05-06 | 13F | Assetmark, Inc | 130 | 0,00 | 8 | 0,00 | ||||
| 2026-02-19 | 13F | CI Private Wealth, LLC | 7.185 | 2,92 | 453 | 0,89 | ||||
| 2026-04-06 | 13F | Rosenberg Matthew Hamilton | 410 | -0,24 | 26 | 4,00 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 111.447 | 17,42 | 7.126 | 19,15 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 2.618 | 7,16 | 167 | |||||
| 2026-05-15 | 13F | Morgan Stanley | 951.131 | 4,57 | 60.815 | 6,11 | ||||
| 2026-05-15 | 13F | Intesa Sanpaolo Wealth Management | 1.672 | 0,00 | 107 | 0,95 | ||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 37.304 | 4,37 | 2.385 | 5,91 | ||||
| 2026-04-28 | 13F | Whittier Trust Co Of Nevada Inc | 2.570 | -7,55 | 166 | -6,74 | ||||
| 2026-04-14 | 13F | Tradewinds Capital Management, LLC | 36 | 0,00 | 2 | 0,00 | ||||
| 2026-04-21 | 13F | Pflug Koory, LLC | 100 | 0,00 | 6 | 0,00 | ||||
| 2026-04-17 | 13F | Hanson & Doremus Investment Management | 534 | 0,00 | 0 | |||||
| 2026-05-12 | 13F | TD Waterhouse Canada Inc. | 2.500 | -39,36 | 161 | -37,84 | ||||
| 2026-04-23 | 13F | Accurate Wealth Management, LLC | 3.260 | 0,00 | 218 | 3,81 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 741 | 31,15 | 47 | 34,29 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 35.184 | 9,49 | 2.195 | 8,40 | ||||
| 2026-05-07 | 13F | Pacific Sun Financial Corp | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Golden State Equity Partners | 59 | 4 | ||||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 8.920 | 4,36 | 576 | 6,88 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 7.062 | 0,41 | 445 | -1,55 | ||||
| 2026-04-06 | 13F | CX Institutional | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Northern Trust Corp | 20.300 | 5,18 | 1.298 | 6,66 | ||||
| 2026-02-12 | 13F | Grey Fox Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 29.378 | 2,75 | 1.878 | 4,28 | ||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 15.269 | -0,02 | 976 | 1,46 | ||||
| 2026-05-07 | 13F | Lowe Brockenbrough & Co Inc | 1.000 | 0,00 | 64 | 0,00 | ||||
| 2026-05-15 | 13F | Fiduciary Trust Co | 62.705 | -10,90 | 4.009 | -9,59 | ||||
| 2026-02-13 | 13F | Mill Creek Capital Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Lido Advisors, LLC | 3.800 | 19,27 | 243 | 20,30 | ||||
| 2026-05-15 | 13F | Manufacturers Life Insurance Company, The | 25.049 | 14.810,12 | 1.602 | 26.583,33 | ||||
| 2026-04-27 | 13F | Exencial Wealth Advisors, Llc | 7.778 | 2,97 | 497 | 4,63 | ||||
| 2026-01-16 | 13F | Crowley Wealth Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-05 | 13F | Gould Asset Management Llc /ca/ | 5.300 | 5,89 | 339 | 7,30 | ||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 250 | 0,00 | 16 | -6,25 | ||||
| 2026-05-12 | 13F | Alaethes Wealth LLC | 3.497 | 0,00 | 224 | 1,36 | ||||
| 2026-05-11 | 13F/A | First Affirmative Financial Network | 5.980 | -47,79 | 382 | -48,03 | ||||
| 2026-05-15 | 13F | Widmann Financial Services, Inc. | 16.744 | 1,06 | 1.071 | 2,59 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 15.677 | -3,83 | 1.002 | -2,43 | ||||
| 2026-04-20 | 13F | Longview Financial Advisors LLC | 1.070 | 0,00 | 68 | 1,49 | ||||
| 2026-05-14 | 13F | Hilltop Holdings Inc. | 17.207 | 1.100 | ||||||
| 2026-05-08 | 13F | Fortis Group Advisors, LLC | 244 | 0,00 | 16 | 0,00 | ||||
| 2026-04-16 | 13F | Diversified Trust Co | 9.700 | -7,62 | 620 | -6,20 | ||||
| 2026-04-22 | 13F | Phoenix Wealth Advisors | 14.718 | 941 | ||||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 3.547 | 6,10 | 227 | 7,62 | ||||
| 2026-04-22 | 13F | Joel Isaacson & Co., LLC | 4.000 | 0,00 | 256 | 1,19 | ||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 6.483 | 0,62 | 409 | -1,21 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 1.713 | 110 | ||||||
| 2026-05-05 | 13F | LFA - Lugano Financial Advisors SA | 4.994 | 142,07 | 319 | 147,29 | ||||
| 2026-04-29 | 13F | Duncker Streett & Co Inc | 56 | 0,00 | 4 | 0,00 | ||||
| 2026-05-07 | 13F | Koss-Olinger Consulting, LLC | 39.347 | 0,24 | 2.516 | 1,70 | ||||
| 2026-05-15 | 13F | AlphaCore Capital LLC | 100 | 0,00 | 6 | 0,00 | ||||
| 2026-05-12 | 13F | Bnp Paribas Arbitrage, Sa | 37.295 | 0,00 | 2.385 | 1,49 | ||||
| 2026-04-15 | 13F | Trust Point Inc. | 5.612 | 0,00 | 359 | 1,42 | ||||
| 2026-05-15 | 13F | Flow Traders U.s. Llc | 58.066 | 242,01 | 4 | 200,00 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 27 | 0,00 | 2 | 0,00 | ||||
| 2026-04-06 | 13F | Washington Trust Advisors, Inc. | 4.679 | 0,00 | 299 | 1,70 | ||||
| 2026-05-12 | 13F | Creative Planning | 7.504 | -1,48 | 480 | 0,00 | ||||
| 2026-04-13 | 13F | Mather Group, Llc. | 886 | 57 | ||||||
| 2026-04-28 | 13F | LGT Financial Advisors LLC | 500 | 0,00 | 32 | 0,00 | ||||
| 2026-05-08 | 13F | Mosaic Financial Group, Llc | 7.919 | 0,00 | 1 | |||||
| 2026-05-12 | 13F | Chesapeake Asset Management Llc | 295 | 0,00 | 19 | 0,00 | ||||
| 2026-04-28 | 13F | Stratos Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-09 | 13F | Baron Financial Group, LLC | 83.237 | -1,83 | 5.322 | -0,37 | ||||
| 2026-02-17 | 13F | Perritt Capital Management Inc | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Grimes & Company, Inc. | 57.468 | -2,04 | 3.674 | -0,60 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 32.751 | 28,72 | 2.094 | 30,63 | ||||
| 2026-02-17 | 13F | MGB Wealth Management, LLC | 3.262 | 0,37 | 206 | -1,44 | ||||
| 2026-04-08 | 13F | Miracle Mile Advisors, LLC | 7.500 | -13,95 | 480 | -12,75 | ||||
| 2026-05-07 | 13F | Beta Wealth Group, Inc. | 6.915 | 1,63 | 442 | 3,27 | ||||
| 2026-02-09 | 13F | Avalon Trust Co | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-05-06 | 13F | Dunhill Financial, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-16 | 13F | Trust Co Of Vermont | 425 | 0,00 | 27 | -3,70 | ||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 3.151 | 201 | ||||||
| 2026-05-14 | 13F | Legacy Bridge, LLC | 500 | 0,00 | 32 | 0,00 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 2.700 | 0,26 | 173 | 1,78 | ||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 9.334 | -49,11 | 597 | -48,40 | ||||
| 2026-05-12 | 13F | Tiaa-cref Individual & Institutional Services, Llc | 9.000 | 575 | ||||||
| 2026-04-27 | 13F | PFG Investments, LLC | 4.382 | 8,63 | 280 | 10,24 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 7.648 | -1,91 | 0 | |||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 64.341 | 1,11 | 4.114 | 2,62 | ||||
| 2026-02-12 | 13F | Hrt Financial Lp | 0 | -100,00 | 0 | |||||
| 2026-04-02 | 13F | Ares Financial Consulting, LLC | 171 | 0,00 | 11 | 10,00 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 174.565 | 3,18 | 11.162 | 4,70 | ||||
| 2026-04-15 | 13F | Weatherly Asset Management L. P. | 402.922 | -0,02 | 25.763 | 1,45 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 4.542 | 41,01 | 290 | 43,56 | ||||
| 2026-04-09 | 13F | DHJJ Financial Advisors, Ltd. | 191 | 0,00 | 12 | 0,00 | ||||
| 2026-05-08 | 13F | Addison Advisors LLC | 101.097 | -1,20 | 6.464 | 0,26 | ||||
| 2026-04-08 | 13F | DiNuzzo Private Wealth, Inc. | 201 | 0,00 | 13 | 0,00 | ||||
| 2026-04-28 | 13F | Flagship Harbor Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | Lynx Investment Advisory | 25.903 | 0,00 | 1.656 | 1,47 | ||||
| 2026-05-15 | 13F | National Bank Of Canada /fi/ | 61.881 | 16,14 | 3.943 | 17,70 | ||||
| 2026-05-13 | 13F | Lantern Wealth Advisors, LLC | 5.100 | 0,00 | 326 | 1,56 | ||||
| 2026-05-12 | 13F | Great Diamond Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Fmr Llc | 12.342 | 3,32 | 789 | 4,92 | ||||
| 2026-04-22 | 13F | Smallwood Wealth Investment Management, LLC | 400 | -0,50 | 26 | 0,00 | ||||
| 2026-05-01 | 13F | Monetary Solutions, Ltd | 1.253 | 0,00 | 80 | 2,56 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 137.759 | 0,64 | 8.808 | 2,12 | ||||
| 2026-04-27 | 13F | New England Capital Financial Advisors LLC | 973 | 0,00 | 62 | 1,64 | ||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 2.507 | 17,04 | 162 | 20,15 | ||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 1.145 | 0,00 | 73 | 1,39 | ||||
| 2026-05-04 | 13F | Bleakley Financial Group, LLC | 65.605 | -2,74 | 4.195 | -1,32 | ||||
| 2026-05-29 | 13F | Keel Point, LLC | 7.486 | 0,00 | 479 | 1,49 | ||||
| 2026-04-22 | 13F | Spire Wealth Management | 50 | 0,00 | 3 | 0,00 | ||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 5.125 | 0,00 | 328 | 1,55 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 92.118 | 0,66 | 5.804 | 115.980,00 | ||||
| 2026-04-23 | 13F | Harbor Investment Advisory, Llc | 150 | 0,00 | 10 | 0,00 | ||||
| 2026-05-08 | 13F | United Financial Planning Group LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Empowered Funds, LLC | 41.868 | 2.677 | ||||||
| 2026-05-04 | 13F | Conservest Capital Advisors, Inc. | 498.177 | -1,78 | 31.853 | -0,33 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 3.865 | 1.134,82 | 247 | 1.200,00 | ||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 40 | 0,00 | 3 | 0,00 | ||||
| 2026-01-29 | 13F | Comerica Bank | 12.854 | -2,87 | 810 | -4,82 | ||||
| 2026-05-14 | 13F | Cambria Investment Management, L.P. | 41.868 | -6,99 | 2.677 | -5,61 | ||||
| 2026-04-15 | 13F | Nations Financial Group Inc, /ia/ /adv | 5.634 | 0,00 | 360 | 1,41 | ||||
| 2026-04-27 | 13F | Meramec Financial Planners, LLC | 4.502 | -33,42 | 296 | -34,51 | ||||
| 2026-04-21 | 13F | Mesirow Financial Investment Management, Inc. | 3.408 | 218 | ||||||
| 2026-04-30 | 13F | Sequoia Financial Advisors, LLC | 9.523 | 0,00 | 609 | 1,33 | ||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 11.026 | 3.241,21 | 705 | 3.420,00 | ||||
| 2026-04-27 | 13F | Td Private Client Wealth Llc | 1.633 | 41,02 | 104 | 44,44 | ||||
| 2026-05-05 | 13F | UBS Group AG | 488.128 | 9,89 | 31.211 | 11,51 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 8.175 | 9,69 | 513 | 9,38 | ||||
| 2026-04-09 | 13F | Allodium Investment Consultants, LLC | 15.884 | -3,19 | 1.016 | -1,74 | ||||
| 2026-02-12 | 13F | Wealthspire Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 10.517 | 5,10 | 678 | 5,45 | ||||
| 2026-05-11 | 13F | Fourth Dimension Wealth, LLC | 288 | 0,00 | 18 | 0,00 | ||||
| 2026-05-11 | 13F | Sittner & Nelson, Llc | 170 | 0,00 | 11 | -9,09 | ||||
| 2026-02-06 | 13F | Tortoise Investment Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-01 | 13F | Concord Wealth Partners | 3.647 | -12,44 | 233 | -11,07 | ||||
| 2026-05-12 | 13F | CIBC Bancorp USA Inc. | 7.199 | 2,36 | 460 | 2,00 | ||||
| 2026-04-28 | 13F | Golden State Wealth Management, LLC | 189 | -24,40 | 12 | -20,00 | ||||
| 2026-05-11 | 13F | Founders Financial Alliance, LLC | 184 | 0,00 | 12 | 0,00 | ||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 162.586 | 5,39 | 10.403 | 7,04 | ||||
| 2026-04-30 | 13F | Millstone Evans Group, LLC | 241 | 0,00 | 15 | 0,00 | ||||
| 2026-05-04 | 13F | 1 North Wealth Services Llc | 31.991 | 3,20 | 2.046 | 4,71 | ||||
| 2026-04-08 | 13F | Castle Rock Wealth Management, LLC | 5.197 | 0,00 | 335 | -2,34 | ||||
| 2026-04-15 | 13F | Cranbrook Wealth Management, LLC | 156 | 10 | ||||||
| 2026-05-15 | 13F | Qube Research & Technologies Ltd | 40 | -43,66 | 3 | -50,00 | ||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 12.317 | 0,36 | 788 | 1,81 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 84.768 | 2,09 | 5.420 | 3,59 | ||||
| 2026-05-13 | 13F | Transcend Wealth Collective, Llc | 3.175 | 0,00 | 203 | 1,00 | ||||
| 2026-04-09 | 13F | Key Client Fiduciary Advisors, LLC | 6.146 | 0,00 | 393 | 1,29 | ||||
| 2026-05-04 | 13F | Glassman Wealth Services | 2.934 | 0,00 | 188 | 1,63 | ||||
| 2026-05-01 | 13F | Johnson Investment Counsel Inc | 0 | -100,00 | 0 | |||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 49.652 | 58,43 | 3.175 | 60,79 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 13.416 | -4,53 | 846 | -4,52 | ||||
| 2026-04-20 | 13F | Segment Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 31.158 | 1.992 | ||||||
| 2026-05-08 | 13F | Middleton & Co Inc/ma | 8.418 | 0,00 | 538 | 1,51 | ||||
| 2026-05-15 | 13F | NCM Capital Management, LLC | 4.259 | -4,49 | 272 | -2,86 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 10.438 | -10,96 | 667 | -9,62 | ||||
| 2026-05-13 | 13F | Heritage Wealth Advisors | 2.924 | 187 | ||||||
| 2026-05-13 | 13F | Balanced Rock Investment Advisor | 11.532 | 3,31 | 737 | 4,84 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 159 | 10 | ||||||
| 2026-04-07 | 13F | Carolina Wealth Advisors, LLC | 395 | 0,00 | 25 | 4,17 | ||||
| 2026-04-23 | 13F | Comprehensive Money Management Services LLC | 15.851 | -3,79 | 1.014 | -2,41 | ||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 508 | 0,00 | 32 | 0,00 | ||||
| 2026-05-14 | 13F | EP Wealth Advisors, Inc. | 3.386 | 0,00 | 217 | 1,41 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 480.777 | 8,11 | 30.741 | 9,71 | ||||
| 2026-04-17 | 13F | Vermillion Wealth Management, Inc. | 1.025 | 0,00 | 66 | 1,56 | ||||
| 2026-04-24 | 13F | Key FInancial Inc | 30 | 0,00 | 2 | 0,00 | ||||
| 2026-05-14 | 13F | VestGen Advisors, LLC | 6.534 | 0,37 | 415 | 1,22 | ||||
| 2026-02-06 | 13F | GPS Wealth Strategies Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Allworth Financial LP | 223 | 14 | ||||||
| 2026-04-28 | 13F | Whittier Trust Co | 406 | 0,00 | 26 | 0,00 | ||||
| 2026-04-23 | 13F | North Star Investment Management Corp. | 2.071 | 0,00 | 132 | 1,54 | ||||
| 2026-04-13 | 13F | Trust Co | 8 | 1 | ||||||
| 2026-05-04 | 13F | Sigma Planning Corp | 6.254 | 0,00 | 400 | 1,27 | ||||
| 2026-05-06 | 13F | Ritter Daniher Financial Advisory LLC / DE | 160 | 0,00 | 10 | 0,00 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 120.441 | 2,15 | 7.701 | 3,66 | ||||
| 2026-02-06 | 13F | Cullen/frost Bankers, Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-16 | 13F | Ronald Blue Trust, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | United Community Bank | 1.275 | -13,56 | 82 | -11,96 | ||||
| 2026-05-08 | 13F | Comprehensive Financial Consultants Institutional, Inc. | 4.502 | 0,00 | 288 | 1,41 | ||||
| 2026-05-13 | 13F | Federation des caisses Desjardins du Quebec | 519 | 0,00 | 33 | 3,13 | ||||
| 2026-04-20 | 13F | Apella Capital, LLC | 16.067 | -3,65 | 1.065 | 1,33 | ||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 5.622 | 30,68 | 359 | 31,50 | ||||
| 2026-05-04 | 13F | Nwam Llc | 4.073 | 260 | ||||||
| 2026-04-28 | 13F | Meridian Investment Counsel Inc. | 5.900 | 0,00 | 377 | 1,62 | ||||
| 2026-05-12 | 13F | Tiaa Trust, National Association | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Evoke Wealth, Llc | 19.493 | 0,00 | 1.246 | 1,47 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 32.375 | 18,76 | 2.070 | 20,56 | ||||
| 2026-01-05 | 13F | Park Avenue Securities Llc | 0 | -100,00 | 0 | |||||
| 2026-01-12 | 13F | Sax Wealth Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-06 | 13F | Meridian Wealth Management, LLC | 22.042 | 5,76 | 1.409 | 7,31 | ||||
| 2026-05-13 | 13F | NFP Retirement, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | NorthRock Partners, LLC | 8.966 | 0,85 | 573 | 2,32 | ||||
| 2026-02-13 | 13F | Motiv8 Investments LLC | 220 | 0 | ||||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 157.894 | -0,67 | 10.096 | 0,79 | ||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 3.263 | 0,00 | 209 | 1,46 | ||||
| 2026-04-30 | 13F | LRI Investments, LLC | 4.835 | 0,00 | 309 | 1,64 | ||||
| 2026-05-05 | 13F | Atria Investments Llc | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Cullen Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | 1832 Asset Management L.P. | 343.468 | 1,76 | 21.961 | 3,26 | ||||
| 2026-01-20 | 13F | American National Bank | 0 | -100,00 | 0 | |||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 295 | 0,00 | 19 | 0,00 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 18.804 | -28,73 | 1.202 | -27,68 | ||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 4.441 | 2,30 | 284 | 15,51 | ||||
| 2026-05-14 | 13F | Fca Corp /tx | 53.005 | 2,49 | 3.389 | 4,02 | ||||
| 2026-05-14 | 13F | Bernard Wealth Management Corp. | 1.454 | 0,00 | 93 | 1,10 | ||||
| 2026-05-15 | 13F | Summit Financial, LLC | 3.795 | 243 | ||||||
| 2026-05-05 | 13F | Napier Financial, LLC | 13 | 1 | ||||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 653 | -53,72 | 42 | -53,41 | ||||
| 2026-05-11 | 13F | Financial Perspectives, Inc | 7.009 | 0,36 | 448 | 1,82 | ||||
| 2026-04-23 | 13F | Prism Advisors, Inc. | 20.991 | 0,00 | 1.342 | 1,51 | ||||
| 2026-05-04 | 13F | Greenspring Advisors, LLC | 4.234 | 0,00 | 271 | 1,50 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 60.023 | 0,55 | 3.838 | 2,05 | ||||
| 2026-05-11 | 13F | Sage Mountain Advisors LLC | 147 | 0,00 | 9 | 0,00 | ||||
| 2026-04-06 | 13F | Versant Capital Management, Inc | 1.266 | 0,00 | 81 | 1,27 | ||||
| 2026-05-14 | 13F | Retiremitten Financial Llc | 166 | 11 | ||||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 1.921 | 20,06 | 123 | 22,00 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 52.234 | 3.340 | ||||||
| 2026-04-16 | 13F | Mendota Financial Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-29 | 13F/A | Salem Investment Counselors Inc | 1.321 | 84 | ||||||
| 2026-05-11 | 13F | Citigroup Inc | 5.323 | 68,18 | 340 | 70,85 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 4.037 | -53,22 | 258 | -52,49 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 14.354 | 856,93 | 918 | 875,53 | ||||
| 2026-05-08 | 13F | Twin Peaks Wealth Advisors, LLC | 319 | 20 | ||||||
| 2026-01-14 | 13F | ORG Partners LLC | 58 | 0,00 | 4 | 0,00 | ||||
| 2026-05-15 | 13F | Cape Investment Advisory, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-20 | 13F | Kovitz Investment Group Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Rsm Us Wealth Management Llc | 3.443 | -2,35 | 220 | -1,79 | ||||
| 2026-03-12 | 13F | Nalls Sherbakoff Group, Llc | 5.491 | 1,91 | 346 | 21,05 | ||||
| 2026-04-22 | 13F | TPG Advisors LLC | 7.095 | -0,13 | 454 | 1,34 | ||||
| 2026-04-30 | 13F | Costello Asset Management, INC | 134 | 0,00 | 9 | 0,00 | ||||
| 2026-05-13 | 13F | BlackRock, Inc. | 8.571 | 574,88 | 548 | 1.041,67 | ||||
| 2026-04-13 | 13F | Wolff Wiese Magana Llc | 265 | 69,87 | 17 | 77,78 | ||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 12.336 | 41,81 | 789 | 43,80 | ||||
| 2026-05-15 | 13F | Glen Eagle Advisors, LLC | 6.307 | -3,81 | 403 | -2,42 |
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