Statistiche di base
Proprietari istituzionali | 214 total, 214 long only, 0 short only, 0 long/short - change of 4,37% MRQ |
Allocazione media del portafoglio | 0.2887 % - change of 10,02% MRQ |
Azioni istituzionali (Long) | 34.265.953 (ex 13D/G) - change of 2,88MM shares 9,17% MRQ |
Valore istituzionale (Long) | $ 1.837.343 USD ($1000) |
Proprietà istituzionale e azionisti
Invesco Exchange-Traded Fund Trust II - Invesco RAFI Developed Markets ex-U.S. ETF (US:PXF) ha 214 proprietari istituzionali e azionisti che hanno presentato i moduli 13D/G o 13F alla Securities Exchange Commission (SEC). Queste istituzioni detengono un totale di 34,265,953 azioni. I maggiori azionisti includono Charles Schwab Investment Management Inc, Invesco Ltd., Proficio Capital Partners LLC, Morgan Stanley, AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Portfolio Series: Active Allocation Fund Class R5, Victory Capital Management Inc, AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Portfolio Series: Moderate Investor Fund Class C, Bank Of America Corp /de/, Bank of New York Mellon Corp, and USCRX - Cornerstone Moderately Aggressive Fund .
(Invesco Exchange-Traded Fund Trust II - Invesco RAFI Developed Markets ex-U.S. ETF (ARCA:PXF) 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%.
The share price as of September 5, 2025 is 60,36 / share. Previously, on September 9, 2024, the share price was 50,49 / share. This represents an increase of 19,56% over that period.
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
Consulta Ownership Explorer per visualizzare l'elenco delle aziende con il ranking più alto.
Rapporto put/call istituzionale
Oltre a segnalare le emissioni standard di titoli azionari e di debito, gli istituti con più di 100 milioni di asset in gestione devono anche dichiarare le loro partecipazioni in opzioni put e call. Poiché le opzioni put indicano generalmente un sentiment negativo e le opzioni call un sentiment positivo, possiamo avere un'idea del sentiment istituzionale complessivo attraverso il rapporto tra put e call. Il grafico a destra mostra il rapporto storico put/call per questo strumento.
L'utilizzo del rapporto put/call come indicatore del sentiment degli investitori consente di superare una delle principali lacune dell'utilizzo della proprietà istituzionale totale, ovvero il fatto che una quantità significativa di asset in gestione viene investita passivamente per seguire gli indici. Generalmente, i fondi a gestione passiva non acquistano opzioni, per cui il rapporto put/call riflette più fedelmente il sentiment dei fondi a gestione attiva.
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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-07-23 | 13F | Bellevue Asset Management, Llc | 721 | 0,84 | 41 | 10,81 | ||||
2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 154 | 9 | ||||||
2025-07-24 | 13F | Blair William & Co/il | 1.030 | 0,39 | 59 | 11,32 | ||||
2025-08-15 | 13F | Morgan Stanley | 1.322.481 | 23,87 | 75.937 | 36,81 | ||||
2025-05-02 | 13F | United Community Bank | 0 | -100,00 | 0 | |||||
2025-04-30 | 13F | Ridgeline Wealth Planning, LLC | 0 | -100,00 | 0 | |||||
2025-08-04 | 13F | Bristlecone Advisors, LLC | 0 | -100,00 | 0 | |||||
2025-07-25 | 13F | McNamara Financial Services, Inc. | 3.949 | -2,06 | 227 | 8,13 | ||||
2025-07-25 | 13F | NorthRock Partners, LLC | 946 | -76,24 | 54 | -73,79 | ||||
2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 3.423 | 0,00 | 197 | 10,73 | ||||
2025-07-23 | 13F | Godsey & Gibb Associates | 311 | 18 | ||||||
2025-07-28 | 13F | Deroy & Devereaux Private Investment Counsel Inc | 3.570 | 0 | ||||||
2025-08-11 | 13F | Rothschild Investment Llc | 21.455 | 7,84 | 1.232 | 19,05 | ||||
2025-08-12 | 13F | RiverFront Investment Group, LLC | 4.583 | 263 | ||||||
2025-05-06 | 13F | Lifeworks Advisors, LLC | 0 | -100,00 | 0 | |||||
2025-08-08 | 13F | Emerald Investment Partners, Llc | 457 | -3,18 | 26 | 8,33 | ||||
2025-05-22 | 13F | Mattson Financial Services, LLC | 0 | -100,00 | 0 | |||||
2025-07-28 | 13F | Aries Wealth Management | 23.596 | 0,00 | 1.355 | 10,44 | ||||
2025-08-14 | 13F | Warren Averett Asset Management, LLC | 68.445 | -0,20 | 3.930 | 10,24 | ||||
2025-07-08 | 13F | Zrc Wealth Management, Llc | 205 | 1,49 | 12 | 10,00 | ||||
2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 12.483 | -2,04 | 717 | 8,16 | ||||
2025-07-16 | 13F | Octavia Wealth Advisors, LLC | 11.235 | 0,00 | 645 | 10,45 | ||||
2025-07-28 | 13F | Cutler Investment Counsel Llc | 3.695 | 212 | ||||||
2025-08-08 | 13F | Creative Planning | 70.917 | 3,78 | 4.072 | 14,64 | ||||
2025-07-21 | 13F | Quent Capital, LLC | 0 | -100,00 | 0 | |||||
2025-07-28 | 13F | Harbour Investments, Inc. | 883 | 103,93 | 51 | 127,27 | ||||
2025-05-05 | 13F | Private Advisor Group, LLC | 0 | -100,00 | 0 | |||||
2025-05-15 | 13F | Glenmede Trust Co Na | 65.345 | -0,84 | 3.397 | 7,67 | ||||
2025-08-12 | 13F | Archer Investment Corp | 66.099 | 1,65 | 3.795 | 12,28 | ||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 92.898 | -5,25 | 5.293 | 3,83 | ||||
2025-08-11 | 13F | Aptus Capital Advisors, LLC | 2.729 | -0,44 | 157 | 9,86 | ||||
2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 0 | -100,00 | 0 | |||||
2025-08-12 | 13F | Coston, McIsaac & Partners | 150 | 0,00 | 0 | |||||
2025-08-15 | 13F | CI Private Wealth, LLC | 480.380 | -10,79 | 27.583 | -1,48 | ||||
2025-08-12 | 13F | Shakespeare Wealth Management, Inc. | 26.941 | -20,34 | 1.547 | -12,06 | ||||
2025-08-28 | NP | AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Portfolio Series: Active Allocation Fund Class R5 | 1.215.737 | 8,54 | 69.808 | 19,88 | ||||
2025-08-14 | 13F | Ieq Capital, Llc | 9.483 | 0,00 | 545 | 10,34 | ||||
2025-08-12 | 13F | Integrated Advisors Network LLC | 24.237 | -14,03 | 1.392 | -5,05 | ||||
2025-07-14 | 13F | Abound Wealth Management | 1.073 | 62 | ||||||
2025-07-16 | 13F | Moisand Fitzgerald Tamayo, LLC | 477 | 0,00 | 27 | 12,50 | ||||
2025-08-11 | 13F | WPG Advisers, LLC | 195 | 0,00 | 11 | 10,00 | ||||
2025-07-14 | 13F | AdvisorNet Financial, Inc | 46 | 0,00 | 3 | 0,00 | ||||
2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 51.885 | 9,06 | 2.979 | 20,46 | ||||
2025-08-14 | 13F | Hara Capital LLC | 477 | 0,00 | 27 | 12,50 | ||||
2025-04-23 | 13F | Oppenheimer & Co Inc | 0 | -100,00 | 0 | -100,00 | ||||
2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 4.130 | -5,01 | 237 | 4,87 | ||||
2025-08-14 | 13F | Comerica Bank | 7.185 | -4,82 | 413 | 5,10 | ||||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 33 | 0,00 | 2 | 0,00 | ||||
2025-07-31 | 13F | Wealthfront Advisers Llc | 8.555 | -11,54 | 491 | -2,19 | ||||
2025-08-08 | 13F | Hartland & Co., LLC | 0 | -100,00 | 0 | |||||
2025-08-13 | 13F | Northern Trust Corp | 4.161 | 239 | ||||||
2025-07-08 | 13F | Webster Bank, N. A. | 61 | 0,00 | 4 | 0,00 | ||||
2025-08-12 | 13F | Rather & Kittrell, Inc. | 16.351 | -1,32 | 939 | 8,94 | ||||
2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 4.182 | 240 | ||||||
2025-07-25 | 13F | Cwm, Llc | 3.551 | -23,07 | 0 | |||||
2025-07-29 | 13F | Harbor Asset Planning, Inc. | 1.138 | 65 | ||||||
2025-07-17 | 13F | Charles Schwab Trust Co | 378.017 | 10,81 | 21.706 | 22,38 | ||||
2025-08-13 | 13F | Cerity Partners LLC | 27.281 | -9,76 | 1.566 | -0,32 | ||||
2025-08-14 | 13F | Quantinno Capital Management LP | 7.764 | 57,26 | 446 | 73,83 | ||||
2025-07-17 | 13F | KWB Wealth | 49.696 | -7,62 | 2.584 | 0,27 | ||||
2025-08-13 | 13F | Capital Analysts, Inc. | 1.099 | 0,64 | 0 | |||||
2025-08-11 | 13F | Bell Investment Advisors, Inc | 492 | 113,91 | 28 | 154,55 | ||||
2025-08-14 | 13F | Garden State Investment Advisory Services LLC | 57.531 | 60,77 | 3.304 | 77,58 | ||||
2025-08-13 | 13F | Townsquare Capital Llc | 0 | -100,00 | 0 | |||||
2025-04-22 | 13F | Cordant, Inc. | 0 | -100,00 | 0 | |||||
2025-07-24 | 13F | Ronald Blue Trust, Inc. | 695 | 0,00 | 40 | 8,33 | ||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 116.602 | 64,29 | 6.695 | 81,44 | ||||
2025-07-24 | 13F | IFP Advisors, Inc | 2.680 | 3,88 | 154 | 14,18 | ||||
2025-08-15 | 13F | WFA of San Diego, LLC | 11.761 | -1,41 | 675 | 8,70 | ||||
2025-08-14 | 13F | Financial Advisory Service, Inc. | 493 | 0,00 | 28 | 12,00 | ||||
2025-07-10 | 13F | Redhawk Wealth Advisors, Inc. | 83.720 | 4.807 | ||||||
2025-08-15 | 13F | Binnacle Investments Inc | 114 | 7 | ||||||
2025-08-28 | NP | AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Portfolio Series: Moderate Investor Fund Class C | 884.052 | 1,55 | 50.762 | 12,15 | ||||
2025-08-08 | 13F | Avantax Advisory Services, Inc. | 22.396 | 1,00 | 1.286 | 11,55 | ||||
2025-08-14 | 13F | Betterment LLC | 3.521 | -29,15 | 0 | |||||
2025-08-14 | 13F | Jane Street Group, Llc | 49.166 | -37,90 | 2.823 | -31,41 | ||||
2025-08-08 | 13F | Gts Securities Llc | 14.057 | 134,09 | 807 | 158,65 | ||||
2025-08-14 | 13F | Royal Bank Of Canada | 110.557 | -7,05 | 6.348 | 2,65 | ||||
2025-08-07 | 13F | Rathbone Brothers plc | 14.600 | 0,00 | 838 | 10,41 | ||||
2025-07-10 | 13F | Global Financial Private Client, LLC | 0 | -100,00 | 0 | |||||
2025-08-13 | 13F | Jones Financial Companies Lllp | 30.707 | 126,32 | 1.760 | 147,05 | ||||
2025-07-29 | 13F | Foster & Motley Inc | 15.221 | -9,67 | 1 | |||||
2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 465 | -47,46 | 27 | -43,48 | ||||
2025-08-11 | 13F | Citigroup Inc | 7.915 | -2,80 | 454 | 7,33 | ||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 386.923 | -2,71 | 22.217 | 7,45 | ||||
2025-08-28 | NP | CMAIX - Invesco Conservative Allocation Fund CLASS R5 | 88.866 | 12,99 | 5.103 | 24,80 | ||||
2025-08-11 | 13F | Pin Oak Investment Advisors Inc | 204 | 0 | ||||||
2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 130.455 | -6,25 | 7.491 | 16,47 | ||||
2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 13.729 | -7,67 | 788 | 1,94 | ||||
2025-07-16 | 13F | Paragon Capital Management Ltd | 5.086 | 0,00 | 292 | 10,61 | ||||
2025-07-30 | 13F | Fairway Wealth LLC | 511 | -15,40 | 29 | -6,45 | ||||
2025-08-11 | 13F | Principal Securities, Inc. | 256 | -31,91 | 15 | -22,22 | ||||
2025-07-30 | 13F | Castle Wealth Management Llc | 4.831 | 0,00 | 277 | 10,36 | ||||
2025-07-24 | 13F | Stonebridge Financial Group, LLC | 0 | -100,00 | 0 | |||||
2025-08-28 | NP | AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Portfolio Series: Growth Investor Fund Class R6 | 607.809 | 4,39 | 34.900 | 15,30 | ||||
2025-08-12 | 13F | Global Retirement Partners, LLC | 112 | -27,74 | 6 | -14,29 | ||||
2025-07-21 | 13F | Fortis Capital Advisors, LLC | 20.000 | 0,00 | 1.148 | 10,49 | ||||
2025-08-14 | 13F | IHT Wealth Management, LLC | 20.070 | 8,70 | 1.152 | 20,13 | ||||
2025-08-14 | 13F | UBS Group AG | 147.075 | 17,72 | 8.445 | 30,02 | ||||
2025-08-15 | 13F | Equitable Holdings, Inc. | 291.794 | 61,17 | 16.755 | 78,01 | ||||
2025-07-08 | 13F | Arlington Trust Co LLC | 565 | 0,00 | 32 | 10,34 | ||||
2025-08-13 | 13F | Vertex Planning Partners, LLC | 6.280 | 6,51 | 361 | 17,65 | ||||
2025-08-14 | 13F | Goldman Sachs Group Inc | 0 | -100,00 | 0 | |||||
2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 4.890 | -2,65 | 281 | 7,28 | ||||
2025-07-14 | 13F | Sentinel Pension Advisors Inc | 3.805 | 218 | ||||||
2025-07-15 | 13F | Colonial River Wealth Management, LLC | 9.976 | 51,40 | 579 | 69,01 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-07-15 | 13F | Verum Partners LLC | 66.905 | 1,29 | 3.842 | 11,85 | ||||
2025-08-13 | 13F | Continuum Advisory, LLC | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Vident Advisory, LLC | 3.897 | 0,00 | 224 | 10,40 | ||||
2025-05-13 | 13F | EverSource Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
2025-07-30 | 13F | Drive Wealth Management, Llc | 28.278 | 2,94 | 1.624 | 13,66 | ||||
2025-07-14 | 13F | Signature Securities Group Corporation | 21.291 | 1,84 | 1.223 | 12,52 | ||||
2025-08-06 | 13F | Modera Wealth Management, LLC | 4.753 | 0,00 | 273 | 10,12 | ||||
2025-08-28 | NP | AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Portfolio Series: Conservative Investor Fund Class R6 | 68.216 | 33,10 | 3.917 | 47,00 | ||||
2025-08-13 | 13F | Lido Advisors, LLC | 10.594 | -12,19 | 608 | -3,03 | ||||
2025-07-28 | 13F | Arlington Financial Advisors, LLC | 232.516 | 6,97 | 13.351 | 18,15 | ||||
2025-08-06 | 13F | Savant Capital, LLC | 16.400 | 5,01 | 942 | 16,03 | ||||
2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 0 | -100,00 | 0 | |||||
2025-08-06 | 13F | Atlantic Union Bankshares Corp | 113 | 6 | ||||||
2025-07-25 | NP | USBSX - Cornerstone Moderate Fund | 322.043 | -4,13 | 18.146 | 4,85 | ||||
2025-07-29 | 13F | Private Trust Co Na | 700 | 0,00 | 40 | 11,11 | ||||
2025-05-14 | 13F | Venture Visionary Partners LLC | 0 | -100,00 | 0 | |||||
2025-07-16 | 13F | Kathmere Capital Management, LLC | 20.290 | -8,55 | 1.165 | 1,04 | ||||
2025-07-29 | 13F | Cidel Asset Management Inc | 31.072 | -0,14 | 1.784 | 10,33 | ||||
2025-08-13 | 13F | Flow Traders U.s. Llc | 0 | -100,00 | 0 | |||||
2025-07-15 | 13F | Mather Group, Llc. | 10.897 | -7,52 | 626 | 2,12 | ||||
2025-08-08 | 13F | Security Financial Services, INC. | 10.496 | 63,34 | 603 | 80,24 | ||||
2025-07-08 | 13F | Lowe Wealth Advisors, LLC | 19.174 | 8,43 | 1.101 | 19,70 | ||||
2025-08-08 | 13F | Crossmark Global Holdings, Inc. | 3.502 | 201 | ||||||
2025-08-27 | NP | ALAAX - INVESCO Income Allocation Fund Class A | 307.673 | -9,72 | 17.667 | -0,29 | ||||
2025-08-14 | 13F | Qube Research & Technologies Ltd | 3.015 | 728,30 | 173 | 861,11 | ||||
2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 5.023 | -23,34 | 261 | -16,61 | ||||
2025-07-22 | 13F | Belpointe Asset Management LLC | 20.000 | 0,00 | 1.148 | 10,49 | ||||
2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 165 | 0,00 | 9 | 12,50 | ||||
2025-07-07 | 13F | Centurion Wealth Management LLC | 56.530 | 55,61 | 3.246 | 86,60 | ||||
2025-07-14 | 13F | Farmers & Merchants Investments Inc | 0 | -100,00 | 0 | |||||
2025-07-24 | 13F | McKinley Carter Wealth Services, Inc. | 4.498 | 258 | ||||||
2025-08-14 | 13F | Raymond James Financial Inc | 10.535 | -9,53 | 605 | -0,17 | ||||
2025-07-31 | 13F | AlTi Global, Inc. | 0 | -100,00 | 0 | |||||
2025-08-04 | 13F | Assetmark, Inc | 1.229 | 71 | ||||||
2025-08-13 | 13F | Cresset Asset Management, LLC | 5.761 | 0,00 | 331 | 10,37 | ||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 74.861 | 0,16 | 4.331 | 11,48 | ||||
2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 368 | 0,00 | 21 | 10,53 | ||||
2025-08-01 | 13F | Chilton Capital Management Llc | 640 | 0,00 | 37 | 9,09 | ||||
2025-07-24 | 13F | Financial Connections Group, Inc. | 2.794 | 1,79 | 0 | |||||
2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 770 | 44 | ||||||
2025-05-12 | 13F | Sandy Spring Bank | 113 | -34,30 | 6 | -37,50 | ||||
2025-08-06 | 13F | Quadrant Private Wealth Management, LLC | 9.150 | 0,00 | 525 | 10,53 | ||||
2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 82 | 0,00 | 5 | 0,00 | ||||
2025-08-07 | 13F | Proficio Capital Partners LLC | 1.768.322 | 1.858 | ||||||
2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100,00 | 0 | |||||
2025-07-15 | 13F | RTD Financial Advisors, Inc. | 149.060 | -2,16 | 8.559 | 8,05 | ||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 65.006 | -2,78 | 4 | 0,00 | ||||
2025-08-14 | 13F | Fmr Llc | 29.322 | 3,45 | 1.684 | 14,26 | ||||
2025-07-30 | 13F | Retirement Planning Group | 82.341 | -0,76 | 4.728 | 9,62 | ||||
2025-08-14 | 13F | Mml Investors Services, Llc | 21.117 | 2,90 | 1 | 0,00 | ||||
2025-08-14 | 13F | CoreCap Advisors, LLC | 4.283 | -1,02 | 246 | 9,38 | ||||
2025-08-12 | 13F | AlphaCore Capital LLC | 96.009 | 9.932,29 | 5.513 | 11.148,98 | ||||
2025-07-15 | 13F | MCF Advisors LLC | 675 | 0,00 | 39 | 8,57 | ||||
2025-07-17 | 13F | Johnson & White Wealth Management, LLC | 366.105 | 0,86 | 21 | 16,67 | ||||
2025-07-23 | 13F | Hardy Reed LLC | 10.346 | 0,00 | 594 | 10,61 | ||||
2025-07-08 | 13F | Parallel Advisors, LLC | 5.674 | 0,00 | 326 | 10,54 | ||||
2025-08-07 | 13F | Allworth Financial LP | 238 | 1,28 | 14 | 8,33 | ||||
2025-08-11 | 13F | Wealthspire Advisors, LLC | 38.439 | 0,00 | 2.207 | 10,46 | ||||
2025-08-08 | 13F | SBI Securities Co., Ltd. | 310 | 2,65 | 18 | 13,33 | ||||
2025-05-09 | 13F | Atria Wealth Solutions, Inc. | 0 | -100,00 | 0 | |||||
2025-07-16 | 13F | Maridea Wealth Management LLC | 4.712 | 271 | ||||||
2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | -100,00 | 0 | |||||
2025-08-12 | 13F | Atlas Capital Advisors Llc | 23.628 | -0,56 | 1.357 | 9,80 | ||||
2025-07-16 | 13F | Signaturefd, Llc | 205 | 0,00 | 12 | 10,00 | ||||
2025-07-28 | 13F | Revolve Wealth Partners, LLC | 8.573 | 7,78 | 492 | 19,13 | ||||
2025-08-06 | 13F | AE Wealth Management LLC | 3.456 | 6,18 | 198 | 17,16 | ||||
2025-08-14 | 13F | GWM Advisors LLC | 502 | -79,02 | 29 | -77,42 | ||||
2025-08-05 | 13F | Bank of New York Mellon Corp | 845.228 | -3,08 | 48.533 | 7,04 | ||||
2025-08-06 | 13F | Atlas Legacy Advisors, LLC | 11.184 | 93,63 | 642 | 111,88 | ||||
2025-08-13 | 13F | Scotia Capital Inc. | 10.555 | 5,70 | 606 | 16,76 | ||||
2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | -100,00 | 0 | -100,00 | ||||
2025-08-14 | 13F | Snowden Capital Advisors LLC | 10.815 | -0,52 | 621 | 9,91 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | 125.291 | 7.194 | ||||||
2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 83 | -80,96 | 5 | -81,82 | ||||
2025-07-15 | 13F | Foster Victor Wealth Advisors, LLC | 66.378 | -3,83 | 3.848 | 11,51 | ||||
2025-08-28 | NP | AADAX - INVESCO Growth Allocation Fund Class A | 624.071 | 5,04 | 35.834 | 16,02 | ||||
2025-08-12 | 13F | Financial Advocates Investment Management | 3.490 | -16,29 | 200 | -7,41 | ||||
2025-07-15 | 13F | Fifth Third Bancorp | 314 | -25,24 | 18 | -14,29 | ||||
2025-08-14 | 13F | Toronto Dominion Bank | 22 | -78,00 | 1 | -80,00 | ||||
2025-08-14 | 13F | EP Wealth Advisors, Inc. | 14.070 | -0,34 | 808 | 9,95 | ||||
2025-08-12 | 13F | MAI Capital Management | 8.041 | 0,00 | 462 | 10,29 | ||||
2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 146.563 | -4,16 | 8.416 | 5,85 | ||||
2025-08-14 | 13F | Colony Group, LLC | 9.633 | 553 | ||||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 9.160 | -0,52 | 526 | 9,83 | ||||
2025-08-04 | 13F | Spire Wealth Management | 11.711 | 381,74 | 245 | 94,44 | ||||
2025-08-14 | 13F | Bank Of America Corp /de/ | 883.792 | -3,73 | 50.747 | 6,33 | ||||
2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 27.953 | 4,41 | 1.605 | 15,38 | ||||
2025-08-14 | 13F | Stifel Financial Corp | 44.741 | -3,83 | 2.569 | 6,24 | ||||
2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 7.314 | 0,22 | 420 | 10,55 | ||||
2025-07-16 | 13F | Essex Financial Services, Inc. | 6.365 | 0,02 | 365 | 10,61 | ||||
2025-08-12 | 13F | Belmont Capital, LLC | 361 | 0,00 | 21 | 11,11 | ||||
2025-08-01 | 13F | Cedar Point Capital Partners, LLC | 36.006 | 4,71 | 2.067 | 15,67 | ||||
2025-08-14 | 13F | Mariner, LLC | 36.749 | 8,75 | 2.110 | 20,16 | ||||
2025-08-12 | 13F | LPL Financial LLC | 648.408 | 26,78 | 37.232 | 40,02 | ||||
2025-07-30 | 13F | Atlantic Edge Private Wealth Management, LLC | 105 | 0,00 | 6 | 20,00 | ||||
2025-08-14 | 13F | Ameriprise Financial Inc | 47.979 | -22,37 | 2.755 | -14,34 | ||||
2025-08-19 | 13F | Advisory Services Network, LLC | 7.804 | 447 | ||||||
2025-08-12 | 13F | Bokf, Na | 0 | -100,00 | 0 | |||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 91.099 | 17,27 | 5.231 | 29,54 | ||||
2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 5.694 | 327 | ||||||
2025-08-15 | 13F | Captrust Financial Advisors | 130.257 | 1,34 | 7.479 | 11,93 | ||||
2025-08-08 | 13F | Larson Financial Group LLC | 7.368 | 39,73 | 423 | 54,38 | ||||
2025-07-29 | 13F | Activest Wealth Management | 0 | 0 | ||||||
2025-07-25 | NP | UCAGX - Cornerstone Aggressive Fund | 43.991 | 0,00 | 2.479 | 9,36 | ||||
2025-08-14 | 13F | Greenline Partners, LLC | 0 | -100,00 | 0 | |||||
2025-07-24 | 13F | PDS Planning, Inc | 11.324 | 0,00 | 650 | 10,54 | ||||
2025-08-05 | 13F | Key FInancial Inc | 15.022 | 0,54 | 863 | 11,08 | ||||
2025-08-05 | 13F | Bank Of Montreal /can/ | 3.549 | 13,21 | 204 | 25,31 | ||||
2025-07-22 | 13F | Three Bridge Wealth Advisors, LLC | 62.360 | 158,32 | 3.581 | 185,26 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 4.516 | -93,81 | 259 | -93,17 | ||||
2025-04-29 | 13F | Callan Capital, LLC | 105.664 | -2,93 | 5.493 | 5,37 | ||||
2025-03-28 | 13F/A | Berkeley, Inc | 0 | -100,00 | 0 | -100,00 | ||||
2025-07-24 | 13F | Riverchase Wealth Management, Llc | 25.378 | 0,00 | 1.457 | 10,46 | ||||
2025-07-28 | 13F | Axxcess Wealth Management, Llc | 9.485 | 46,10 | 545 | 61,42 | ||||
2025-08-14 | 13F | CIBC World Markets Inc. | 5.330 | -3,62 | 306 | 6,62 | ||||
2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 4 | -20,00 | 0 | |||||
2025-08-13 | 13F | Invesco Ltd. | 4.588.907 | 2,93 | 263.495 | 13,68 | ||||
2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 9.130 | -13,80 | 524 | -4,73 | ||||
2025-05-14 | 13F | Brown Brothers Harriman & Co | 0 | -100,00 | 0 | |||||
2025-08-06 | 13F | Maltin Wealth Management, Inc. | 85.820 | 4.928 | ||||||
2025-08-08 | 13F | Austin Wealth Management, LLC | 3.869 | 0,00 | 222 | 7,80 | ||||
2025-08-11 | 13F | HighTower Advisors, LLC | 84.261 | -5,90 | 4.838 | 3,93 | ||||
2025-08-08 | 13F | Cetera Investment Advisers | 171.590 | 2,65 | 9.853 | 13,37 | ||||
2025-07-25 | NP | USCRX - Cornerstone Moderately Aggressive Fund | 653.206 | 0,00 | 36.805 | 9,36 | ||||
2025-05-06 | 13F | Kathleen S. Wright Associates Inc. | 0 | -100,00 | 0 | |||||
2025-08-12 | 13F | Charles Schwab Investment Management Inc | 11.861.260 | 1,38 | 681.074 | 11,97 | ||||
2025-08-13 | 13F | Victory Capital Management Inc | 979.947 | -8,27 | 56.269 | 1,31 | ||||
2025-08-08 | 13F | WASHINGTON TRUST Co | 0 | -100,00 | 0 | |||||
2025-07-25 | NP | UCMCX - Cornerstone Moderately Conservative Fund | 35.176 | 0,00 | 1.982 | 9,33 | ||||
2025-08-07 | 13F | Rollins Financial Advisors, LLC | 3.837 | 220 | ||||||
2025-08-11 | 13F | Vanguard Group Inc | 16.062 | 1,81 | 922 | 12,44 | ||||
2025-08-14 | 13F | Glenmede Investment Management, LP | 65.345 | 3.752 | ||||||
2025-07-07 | 13F | Versant Capital Management, Inc | 1.294 | 161,94 | 74 | 196,00 | ||||
2025-08-05 | 13F | Huntington National Bank | 88 | 11,39 | ||||||
2025-07-30 | 13F | Crewe Advisors LLC | 1.841 | 10,31 | 106 | 22,09 | ||||
2025-07-16 | 13F | Prairiewood Capital, LLC | 12.206 | -9,79 | 701 | -0,43 | ||||
2025-07-22 | 13F | Red Tortoise LLC | 39.595 | 0,80 | 2.274 | 11,31 | ||||
2025-08-05 | 13F | Tiaa Trust, National Association | 4.215 | 0,00 | 242 | 10,05 | ||||
2025-07-09 | 13F | Breakwater Capital Group | 76.931 | 0,87 | 4.417 | 11,40 | ||||
2025-07-24 | 13F | Us Bancorp \de\ | 63.489 | -4,64 | 3.646 | 5,32 | ||||
2025-07-31 | 13F | Harbour Investment Management Llc | 7.887 | 0,00 | 453 | 10,24 | ||||
2025-08-18 | 13F | Geneos Wealth Management Inc. | 6.314 | -15,00 | 363 | -6,22 |