Statistiche di base
Proprietari istituzionali | 167 total, 167 long only, 0 short only, 0 long/short - change of -2,34% MRQ |
Allocazione media del portafoglio | 0.4834 % - change of -1,44% MRQ |
Azioni istituzionali (Long) | 27.849.495 (ex 13D/G) - change of -1,61MM shares -5,47% MRQ |
Valore istituzionale (Long) | $ 878.132 USD ($1000) |
Proprietà istituzionale e azionisti
Columbia ETF Trust II - Columbia EM Core ex-China ETF (US:XCEM) ha 167 proprietari istituzionali e azionisti che hanno presentato i moduli 13D/G o 13F alla Securities Exchange Commission (SEC). Queste istituzioni detengono un totale di 27,849,495 azioni. I maggiori azionisti includono Morgan Stanley, Bank Of America Corp /de/, Northwestern Mutual Wealth Management Co, Penserra Capital Management LLC, LPL Financial LLC, TBFG - The Brinsmere Fund - Growth ETF, Marotta Asset Management, Raymond James Financial Inc, Flaharty Asset Management, LLC, and O'Brien Wealth Partners LLC .
(Columbia ETF Trust II - Columbia EM Core ex-China ETF (ARCA:XCEM) 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 11, 2025 is 35,79 / share. Previously, on September 12, 2024, the share price was 32,18 / share. This represents an increase of 11,22% 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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 1.816 | 0,00 | 62 | 16,98 | ||||
2025-08-14 | 13F | Royal Bank Of Canada | 6.636 | -85,46 | 227 | -83,16 | ||||
2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 1.604.767 | 192,92 | 54.851 | 239,00 | ||||
2025-08-14 | 13F | Jane Street Group, Llc | 229.428 | -52,61 | 7.842 | -45,16 | ||||
2025-04-25 | 13F | Avidian Wealth Solutions, LLC | 0 | -100,00 | 0 | |||||
2025-08-06 | 13F | O'Dell Group, LLC | 243.700 | -1,14 | 8.330 | 14,41 | ||||
2025-08-14 | 13F | Mml Investors Services, Llc | 7.418 | -19,99 | 0 | |||||
2025-07-25 | 13F | Retirement Planning Group, Llc / Ny | 12.893 | 2,14 | 441 | 18,28 | ||||
2025-07-08 | 13F | Richard P Slaughter Associates Inc | 190.789 | 5,06 | 6.521 | 21,59 | ||||
2025-08-08 | 13F | Avantax Advisory Services, Inc. | 12.908 | 13,02 | 441 | 30,86 | ||||
2025-07-30 | 13F | D.a. Davidson & Co. | 132.466 | -13,19 | 4.528 | 0,47 | ||||
2025-08-14 | 13F | Comerica Bank | 2.913 | -32,48 | 100 | -22,05 | ||||
2025-08-14 | 13F | Old Mission Capital Llc | 9.993 | -98,20 | 342 | -97,92 | ||||
2025-08-05 | 13F | Sigma Planning Corp | 30.484 | 28,80 | 1.042 | 48,93 | ||||
2025-07-22 | 13F | Belpointe Asset Management LLC | 45.048 | 1.540 | ||||||
2025-07-10 | 13F | Focus Financial Network, Inc. | 90.278 | 3,41 | 3.086 | 19,67 | ||||
2025-08-14 | 13F | Tennessee Valley Asset Management Partners | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 66.318 | 22,31 | 2.267 | 41,54 | ||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 571.374 | -10,39 | 20 | 5,56 | ||||
2025-08-14 | 13F | Graney & King, LLC | 1.087 | 0,00 | 37 | 15,63 | ||||
2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 20.294 | 22,50 | 694 | 41,72 | ||||
2025-08-12 | 13F | Main Management LLC | 125 | 0,00 | 0 | |||||
2025-04-30 | 13F | Ridgeline Wealth Planning, LLC | 0 | -100,00 | 0 | |||||
2025-08-13 | 13F | Vertex Planning Partners, LLC | 99.846 | -0,20 | 3.413 | 15,50 | ||||
2025-08-11 | 13F | Private Advisor Group, LLC | 149.448 | -9,14 | 5.108 | 5,17 | ||||
2025-08-19 | 13F | Advisory Services Network, LLC | 20.006 | -11,74 | 682 | 1,94 | ||||
2025-08-06 | 13F | Golden State Wealth Management, LLC | 816 | 0,00 | 28 | 12,50 | ||||
2025-07-17 | 13F | Halbert Hargrove Global Advisors, Llc | 5.136 | 176 | ||||||
2025-07-17 | 13F | KWB Wealth | 204.916 | -24,85 | 6.052 | -25,02 | ||||
2025-07-30 | 13F | Bogart Wealth, LLC | 900 | 0,00 | 31 | 15,38 | ||||
2025-07-24 | 13F | MA Private Wealth | 575.267 | -18,53 | 19.663 | -5,72 | ||||
2025-08-19 | 13F | National Asset Management, Inc. | 0 | -100,00 | 0 | |||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 175.053 | -0,16 | 5.983 | 15,55 | ||||
2025-07-31 | 13F | CAP Partners, LLC | 0 | -100,00 | 0 | |||||
2025-08-11 | 13F | Advisor Resource Council | 0 | -100,00 | 0 | |||||
2025-08-01 | 13F | Koss-Olinger Consulting, LLC | 14.091 | -2,62 | 482 | 12,65 | ||||
2025-08-12 | 13F | SRS Capital Advisors, Inc. | 1.072 | -87,94 | 37 | -86,26 | ||||
2025-08-07 | 13F | McClarren Financial Advisors, Inc. | 0 | -100,00 | 0 | |||||
2025-07-23 | 13F | Watershed Private Wealth Llc | 80.351 | -48,94 | 2.746 | -40,91 | ||||
2025-07-29 | 13F | Private Trust Co Na | 610 | 46,99 | 21 | 66,67 | ||||
2025-08-14 | 13F | First Foundation Advisors | 246.547 | -21,43 | 8.427 | -9,09 | ||||
2025-08-11 | 13F | United Advisor Group, LLC | 55.478 | 19,14 | 1.896 | 37,89 | ||||
2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 3.783 | 129 | ||||||
2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 18.510 | 21,33 | 1 | |||||
2025-08-14 | 13F | Ameriprise Financial Inc | 291.840 | 468,84 | 9.975 | 557,98 | ||||
2025-08-14 | 13F | Syon Capital Llc | 451.576 | 8,92 | 15.435 | 26,04 | ||||
2025-08-12 | 13F | Planning Alternatives Ltd /adv | 324.394 | -0,54 | 11.088 | 15,09 | ||||
2025-07-29 | 13F | Activest Wealth Management | 0 | 0 | ||||||
2025-07-22 | 13F | Merit Financial Group, LLC | 36.694 | -15,21 | 1.254 | -1,88 | ||||
2025-07-24 | 13F | Eastern Bank | 53.748 | -12,03 | 1.837 | 1,83 | ||||
2025-07-25 | 13F | Northwest Capital Management Inc | 51.145 | -46,34 | 1.748 | -37,90 | ||||
2025-08-14 | 13F | Fmr Llc | 18.049 | -10,06 | 617 | 4,05 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-08 | 13F | RAM Investment Partners, LLC | 0 | -100,00 | 0 | |||||
2025-08-25 | NP | IETFX - Morningstar Income and Growth ETF Asset Allocation Portfolio Class II | 14.930 | -10,30 | 510 | 3,87 | ||||
2025-08-25 | NP | BETFX - Morningstar Balanced ETF Asset Allocation Portfolio Class I | 75.025 | -28,97 | 2.564 | -17,79 | ||||
2025-04-24 | 13F | Wingate Wealth Advisors, Inc. | 0 | -100,00 | 0 | |||||
2025-08-18 | 13F | Arq Wealth Advisors, Llc | 132.419 | 0,00 | 3.911 | 0,00 | ||||
2025-07-25 | 13F | Gw Henssler & Associates Ltd | 14.800 | 0,00 | 506 | 15,56 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 25.467 | -91,49 | 870 | -90,15 | ||||
2025-07-21 | 13F | Fortis Capital Advisors, LLC | 45.048 | 1.540 | ||||||
2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 1.623 | 57 | ||||||
2025-08-12 | 13F | AlphaCore Capital LLC | 174.300 | 1,92 | 5.958 | 17,94 | ||||
2025-07-14 | 13F | Armstrong Advisory Group, Inc | 2.542 | 87 | ||||||
2025-08-11 | 13F | Aptus Capital Advisors, LLC | 165.093 | 3,04 | 5.643 | 19,23 | ||||
2025-07-16 | 13F | Pacific Sage Partners, LLC | 9.093 | 23,09 | 311 | 42,20 | ||||
2025-08-11 | 13F | Principal Securities, Inc. | 8.715 | 22,09 | 298 | 40,76 | ||||
2025-08-08 | 13F | New England Capital Financial Advisors LLC | 105.190 | 0,68 | 3.595 | 16,53 | ||||
2025-08-14 | 13F | GWM Advisors LLC | 43.625 | 7,13 | 1.491 | 24,04 | ||||
2025-08-14 | 13F | CoreCap Advisors, LLC | 34.365 | -2,55 | 1.174 | 12,78 | ||||
2025-07-31 | 13F | Leavell Investment Management, Inc. | 168.346 | 47,99 | 5.754 | 71,30 | ||||
2025-07-24 | 13F | McKinley Carter Wealth Services, Inc. | 233.358 | 112,56 | 7.976 | 146,02 | ||||
2025-07-15 | 13F | Highland Financial Advisors, LLC | 154.485 | -4,08 | 5.280 | 11,02 | ||||
2025-05-15 | 13F | Hrt Financial Lp | 0 | -100,00 | 0 | |||||
2025-07-15 | 13F | McAdam, LLC | 8.588 | -30,87 | 294 | -19,95 | ||||
2025-08-12 | 13F | Change Path, LLC | 21.147 | -2,76 | 723 | 12,46 | ||||
2025-07-09 | 13F | Krilogy Financial LLC | 123.229 | 2,12 | 4.212 | 18,15 | ||||
2025-08-05 | 13F | Mission Wealth Management, Lp | 7.431 | -4,08 | 254 | 10,96 | ||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 95.127 | 172,95 | 3.251 | 215,94 | ||||
2025-08-05 | 13F | Telos Capital Management, Inc. | 21.058 | -6,54 | 720 | 8,12 | ||||
2025-08-06 | 13F | Nicholas Hoffman & Company, LLC. | 25.685 | 53,60 | 878 | 77,89 | ||||
2025-08-06 | 13F | Prospera Financial Services Inc | 80.028 | 3,04 | 2.735 | 19,28 | ||||
2025-08-13 | 13F | Legacy Capital Wealth Partners, LLC | 0 | -100,00 | 0 | |||||
2025-05-14 | 13F | Flow Traders U.s. Llc | 0 | -100,00 | 0 | |||||
2025-08-05 | 13F | Scarborough Advisors, LLC | 39.424 | 11,10 | 1.348 | 28,53 | ||||
2025-08-11 | 13F | Alps Advisors Inc | 410.990 | -32,74 | 14.048 | -22,16 | ||||
2025-04-30 | 13F | Valeo Financial Advisors, LLC | 0 | -100,00 | 0 | |||||
2025-05-12 | 13F | Quantinno Capital Management LP | 0 | -100,00 | 0 | |||||
2025-07-09 | 13F | O'Brien Wealth Partners LLC | 747.975 | 49,53 | 25.566 | 73,04 | ||||
2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 71.429 | -33,57 | 2.441 | -23,12 | ||||
2025-08-05 | 13F | Snider Financial Group | 15.564 | 8,92 | 532 | 25,83 | ||||
2025-08-14 | 13F | Diversify Advisory Services, LLC | 37.554 | 4,49 | 1.315 | 21,09 | ||||
2025-04-30 | 13F | Stonebrook Private Inc. | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Principia Wealth Advisory, LLC | 84 | 0,00 | 3 | 0,00 | ||||
2025-07-09 | 13F | WealthCare Investment Partners, LLC | 66.231 | -26,63 | 2.301 | -12,18 | ||||
2025-08-14 | 13F | Bank Of America Corp /de/ | 2.817.275 | 1,62 | 96.294 | 17,61 | ||||
2025-08-04 | 13F | Amplius Wealth Advisors, LLC | 13.467 | -41,93 | 460 | -32,75 | ||||
2025-07-22 | 13F | Miracle Mile Advisors, LLC | 24.589 | -20,39 | 840 | -7,89 | ||||
2025-08-08 | 13F | Cetera Investment Advisers | 123.498 | 0,49 | 4.221 | 16,31 | ||||
2025-07-24 | 13F | IFP Advisors, Inc | 103 | 0,00 | 4 | 0,00 | ||||
2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1.320 | 45 | ||||||
2025-08-14 | 13F | Redwood Financial Network Corp | 19.738 | 3,44 | 675 | 19,72 | ||||
2025-07-14 | 13F | Abound Wealth Management | 509 | 0,00 | 17 | 13,33 | ||||
2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 34 | 0,00 | 1 | 0,00 | ||||
2025-08-05 | 13F | Sebold Capital Management, Inc. | 99.601 | -4,27 | 3.404 | 10,77 | ||||
2025-07-25 | 13F | ONE Advisory Partners, LLC | 10.842 | -92,43 | 378 | -91,08 | ||||
2025-07-31 | 13F | SoundView Advisors Inc. | 47.542 | 0,91 | 2 | 0,00 | ||||
2025-07-08 | 13F | Prism Advisors, Inc. | 553.088 | -30,31 | 18.905 | -19,35 | ||||
2025-07-17 | 13F | Janney Montgomery Scott LLC | 76.118 | -3,68 | 3 | 0,00 | ||||
2025-08-13 | 13F | Alerus Financial Na | 1.337 | 46 | ||||||
2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 126.097 | 17,66 | 4.310 | 36,18 | ||||
2025-08-08 | 13F | Flaharty Asset Management, LLC | 789.437 | 1,22 | 26.983 | 17,13 | ||||
2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 191.962 | 2,93 | 6.561 | 19,12 | ||||
2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 19.277 | -0,65 | 659 | 27,27 | ||||
2025-08-14 | 13F | Atomi Financial Group, Inc. | 8.801 | 301 | ||||||
2025-08-25 | NP | GETFX - Morningstar Growth ETF Asset Allocation Portfolio Class I | 164.755 | -37,85 | 5.631 | -28,07 | ||||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 22.425 | -79,85 | 766 | -76,89 | ||||
2025-07-28 | 13F | Kiker Wealth Management, LLC | 0 | -100,00 | 0 | |||||
2025-08-11 | 13F | Citigroup Inc | 4.753 | 162 | ||||||
2025-08-12 | 13F | Quadcap Wealth Management, LLC | 58.138 | 4,15 | 1.987 | 20,57 | ||||
2025-05-05 | 13F | Jackson Creek Investment Advisors LLC | 0 | -100,00 | 0 | |||||
2025-07-14 | 13F | LaFleur & Godfrey LLC | 12.867 | -0,73 | 440 | 14,92 | ||||
2025-07-23 | 13F | Heck Capital Advisors, LLC | 0 | -100,00 | 0 | |||||
2025-04-28 | 13F | Redmont Wealth Advisors Llc | 18.896 | 0,00 | 558 | -0,18 | ||||
2025-07-14 | 13F | Buttonwood Financial Group, LLC | 0 | -100,00 | 0 | |||||
2025-07-28 | 13F | RFG Advisory, LLC | 15.685 | 536 | ||||||
2025-08-05 | 13F | Westside Investment Management, Inc. | 4.724 | 1,40 | 161 | 17,52 | ||||
2025-08-14 | 13F | Goldman Sachs Group Inc | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 165.093 | 3,04 | 5.643 | 19,23 | ||||
2025-07-18 | 13F | BSW Wealth Partners | 8.278 | 5,29 | 283 | 21,55 | ||||
2025-08-25 | NP | AGTFX - Morningstar Aggressive Growth ETF Asset Allocation Portfolio Class I | 156.280 | -30,13 | 5.342 | -19,15 | ||||
2025-08-11 | 13F | Greykasell Wealth Strategies, Inc. | 0 | -100,00 | 0 | |||||
2025-07-25 | 13F | Cwm, Llc | 54.532 | -42,79 | 2 | -50,00 | ||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 9.904 | 1,90 | 0 | |||||
2025-07-09 | 13F | Brand Asset Management Group, Inc. | 21.904 | 0,00 | 749 | 15,79 | ||||
2025-08-06 | 13F | Stone House Investment Management, LLC | 660 | -91,01 | 23 | -89,81 | ||||
2025-08-14 | 13F | Oxford Financial Group Ltd | 17.175 | 0,00 | 587 | 15,78 | ||||
2025-07-08 | 13F | First National Corp /ma/ /adv | 98.857 | 3,02 | 3.379 | 19,20 | ||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 27.362 | -89,12 | 935 | -87,42 | ||||
2025-07-08 | 13F | Ehrlich Financial Group | 8.150 | -92,08 | 279 | -90,85 | ||||
2025-07-10 | 13F | Fortress Wealth Management, Inc. | 8.142 | -52,70 | 278 | -45,28 | ||||
2025-08-04 | 13F | Savvy Advisors, Inc. | 236.697 | -2,04 | 8.090 | 13,37 | ||||
2025-08-07 | 13F | Legacy Financial Advisors, Inc. | 34.455 | 127,98 | 1.178 | 163,90 | ||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 54.742 | 39,95 | 1.871 | 61,99 | ||||
2025-08-14 | 13F | McIlrath & Eck, LLC | 18.168 | 525,62 | 621 | 629,41 | ||||
2025-08-14 | 13F | Raymond James Financial Inc | 856.800 | -1,78 | 29.285 | 13,66 | ||||
2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 79.226 | -2,64 | 2.708 | 12,65 | ||||
2025-07-16 | 13F | MKT Advisors LLC | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Qube Research & Technologies Ltd | 7.942 | 10,97 | 271 | 28,44 | ||||
2025-08-26 | NP | TBFC - The Brinsmere Fund - Conservative ETF | 375.720 | 6,74 | 12.842 | 23,53 | ||||
2025-08-11 | 13F | Tidemark, LLC | 108 | -54,62 | 4 | -57,14 | ||||
2025-08-07 | 13F | CENTRAL TRUST Co | 306.581 | 1,31 | 10.479 | 17,24 | ||||
2025-07-07 | 13F | Centurion Wealth Management LLC | 0 | -100,00 | 0 | |||||
2025-07-17 | 13F | Beacon Capital Management, LLC | 0 | -100,00 | 0 | |||||
2025-08-07 | 13F | Hennion & Walsh Asset Management, Inc. | 649.375 | 1,18 | 22.196 | 17,09 | ||||
2025-07-17 | 13F | Coastline Trust Co | 31.276 | -3,59 | 1.069 | 11,59 | ||||
2025-08-12 | 13F | LPL Financial LLC | 989.110 | -20,44 | 33.808 | -7,93 | ||||
2025-08-12 | 13F | Atlas Capital Advisors Llc | 3.639 | 0,00 | 124 | 15,89 | ||||
2025-07-09 | 13F | Breakwater Capital Group | 183.340 | -11,39 | 6.267 | 2,55 | ||||
2025-08-14 | 13F | UBS Group AG | 481.609 | -5,36 | 16.461 | 9,53 | ||||
2025-08-05 | 13F | Sheridan Capital Management, LLC | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Citadel Advisors Llc | 6.670 | -50,38 | 228 | -42,82 | ||||
2025-07-23 | 13F | Nelson Capital Management, LLC | 145.076 | 4.959 | ||||||
2025-08-14 | 13F | Colony Group, LLC | 186.594 | 5,28 | 6.378 | 21,84 | ||||
2025-08-06 | 13F | Penserra Capital Management LLC | 1.319.497 | 52,29 | 45 | 80,00 | ||||
2025-07-30 | 13F | Bleakley Financial Group, LLC | 162.735 | 7,90 | 5.562 | 24,88 | ||||
2025-04-14 | 13F | Strategic Wealth Designers | 0 | -100,00 | 0 | -100,00 | ||||
2025-08-08 | 13F | Gts Securities Llc | 16.185 | 553 | ||||||
2025-07-18 | 13F | Pure Financial Advisors, Inc. | 11.058 | -5,95 | 378 | 8,65 | ||||
2025-08-07 | 13F | WESCAP Management Group, Inc. | 7.947 | 272 | ||||||
2025-08-13 | 13F | Brown Advisory Inc | 17.514 | 0,00 | 599 | 15,67 | ||||
2025-08-13 | 13F | Cerity Partners LLC | 449.478 | -4,83 | 15.363 | 10,14 | ||||
2025-08-07 | 13F | Allworth Financial LP | 1.264 | 0,00 | 43 | 16,22 | ||||
2025-05-13 | 13F | Skopos Labs, Inc. | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 55.107 | 23,70 | 1.884 | 43,19 | ||||
2025-08-11 | 13F | HighTower Advisors, LLC | 197.700 | -3,71 | 6.757 | 11,43 | ||||
2025-07-02 | 13F | Marotta Asset Management | 876.654 | 0,98 | 29.964 | 5,66 | ||||
2025-07-28 | 13F | Cypress Wealth Services, LLC | 33.109 | -81,21 | 1.132 | -78,26 | ||||
2025-08-11 | 13F | Managed Asset Portfolios, Llc | 19.303 | 14,03 | 660 | 32,06 | ||||
2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 6.414 | 219 | ||||||
2025-08-14 | 13F | Partners Capital Investment Group, Llp | 406.326 | -27,39 | 13.888 | -15,97 | ||||
2025-04-22 | 13F | Petra Financial Advisors Inc | 0 | -100,00 | 0 | |||||
2025-07-28 | 13F | Harbour Investments, Inc. | 999 | 7,19 | 34 | 25,93 | ||||
2025-07-23 | 13F | Financial Life Advisors | 127.507 | 2,78 | 4.358 | 18,94 | ||||
2025-08-08 | 13F | Smithfield Trust Co | 6.475 | 16,14 | 0 | |||||
2025-07-31 | 13F | Mason & Associates Inc | 90.514 | 2,87 | 3.094 | 19,05 | ||||
2025-08-14 | 13F | Stifel Financial Corp | 177.693 | 32,79 | 6.074 | 53,67 | ||||
2025-08-26 | NP | TBFG - The Brinsmere Fund - Growth ETF | 943.777 | 83,45 | 32.258 | 112,31 | ||||
2025-07-10 | 13F | CWC Advisors, LLC. | 28.898 | 8,05 | 988 | 25,10 | ||||
2025-08-08 | 13F | Creative Planning | 89.987 | -0,35 | 3.076 | 15,30 | ||||
2025-08-08 | 13F | Larson Financial Group LLC | 6.111 | -11,73 | 209 | 1,96 | ||||
2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 116.885 | 586,87 | 3.995 | 694,23 | ||||
2025-08-14 | 13F | Mariner, LLC | 17.264 | -88,21 | 590 | -86,36 | ||||
2025-08-15 | 13F | Morgan Stanley | 2.841.783 | -19,53 | 97.132 | -6,87 | ||||
2025-08-12 | 13F | MAI Capital Management | 1.751 | -19,31 | 60 | -7,81 | ||||
2025-08-13 | 13F | Cresset Asset Management, LLC | 22.393 | 0,00 | 765 | 15,73 | ||||
2025-07-29 | 13F | Smithbridge Asset Management Inc/de | 6.845 | -5,36 | 234 | 9,39 |