Statistiche di base
Proprietari istituzionali | 212 total, 212 long only, 0 short only, 0 long/short - change of 3,92% MRQ |
Allocazione media del portafoglio | 0.3177 % - change of -1,34% MRQ |
Azioni istituzionali (Long) | 7.309.441 (ex 13D/G) - change of 0,74MM shares 11,30% MRQ |
Valore istituzionale (Long) | $ 391.963 USD ($1000) |
Proprietà istituzionale e azionisti
Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap Low Volatility ETF (US:XMLV) 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 7,309,441 azioni. I maggiori azionisti includono LPL Financial LLC, Morgan Stanley, Cambridge Investment Research Advisors, Inc., Brookstone Capital Management, UBS Group AG, Envestnet Asset Management Inc, DORVAL Corp, Ameriprise Financial Inc, Commonwealth Equity Services, Llc, and Pnc Financial Services Group, Inc. .
(Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap Low Volatility ETF (ARCA:XMLV) 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 10, 2025 is 63,52 / share. Previously, on September 11, 2024, the share price was 58,83 / share. This represents an increase of 7,97% 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 | Prime Capital Investment Advisors, LLC | 37.584 | -0,93 | 2.318 | -1,03 | ||||
2025-08-14 | 13F | Avid Wealth Partners LLC | 140.478 | 24,77 | 8.663 | 24,68 | ||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 140.226 | 25,51 | 8.648 | 25,41 | ||||
2025-07-29 | 13F | Portland Financial Advisors Inc | 11.809 | 0,00 | 728 | 0,00 | ||||
2025-07-24 | 13F | Blair William & Co/il | 1.395 | -5,74 | 86 | -5,49 | ||||
2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 5.553 | 4,22 | 342 | 4,91 | ||||
2025-08-14 | 13F | Warren Averett Asset Management, LLC | 11.460 | 707 | ||||||
2025-07-22 | 13F | Legacy Trust | 0 | -100,00 | 0 | |||||
2025-08-12 | 13F | Change Path, LLC | 16.488 | -0,13 | 1.017 | -0,20 | ||||
2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 0 | -100,00 | 0 | |||||
2025-07-17 | 13F | Janney Montgomery Scott LLC | 14.826 | 5,04 | 1 | |||||
2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 21.391 | 2,40 | 1.319 | 2,33 | ||||
2025-08-07 | 13F | Runnymede Capital Advisors, Inc. | 0 | -100,00 | 0 | |||||
2025-07-22 | 13F | Merit Financial Group, LLC | 3.590 | 0,34 | 221 | 0,45 | ||||
2025-08-14 | 13F | EP Wealth Advisors, Inc. | 3.160 | 0,00 | 195 | -0,51 | ||||
2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 6.495 | 1,09 | 401 | 1,01 | ||||
2025-07-14 | 13F | Ridgewood Investments LLC | 2.925 | 0,00 | 180 | 0,00 | ||||
2025-08-14 | 13F | Royal Bank Of Canada | 87.488 | -4,28 | 5.395 | -4,36 | ||||
2025-08-19 | 13F | Asset Dedication, LLC | 4.275 | 0,00 | 264 | 0,00 | ||||
2025-07-21 | 13F | Ameritas Advisory Services, LLC | 10.110 | -24,34 | 623 | -23,56 | ||||
2025-07-22 | 13F | CPR Investments Inc. | 3.420 | 211 | ||||||
2025-08-14 | 13F | Ambassador Advisors, LLC | 4.118 | 0,00 | 254 | -0,39 | ||||
2025-07-24 | 13F | Lmcg Investments, Llc | 37.591 | 12,97 | 2.318 | 12,91 | ||||
2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 4.650 | -7,00 | 287 | -7,14 | ||||
2025-08-11 | 13F | Principal Securities, Inc. | 298 | -83,74 | 18 | -83,78 | ||||
2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 3.285 | 0,00 | 0 | |||||
2025-08-29 | 13F | Total Investment Management Inc | 162 | 10 | ||||||
2025-07-10 | 13F | Marshall Financial Group LLC | 3.794 | -13,75 | 236 | -13,28 | ||||
2025-05-13 | 13F | Aptus Capital Advisors, LLC | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Comerica Bank | 1.358 | 0,00 | 84 | 0,00 | ||||
2025-08-13 | 13F | Capital Analysts, Inc. | 21.997 | -1,34 | 1 | 0,00 | ||||
2025-08-14 | 13F | Money Concepts Capital Corp | 3.843 | 237 | ||||||
2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 3.336 | 0,54 | 206 | 0,49 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 76.091 | -14,77 | 4.695 | -14,81 | ||||
2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 27.460 | -5,90 | 1.693 | -5,15 | ||||
2025-08-14 | 13F | Gen-Wealth Partners Inc | 1.833 | 0,00 | 113 | 0,00 | ||||
2025-06-24 | NP | TNWIX - 1290 Retirement 2050 Fund Class I | 3.374 | 0,00 | 203 | -3,35 | ||||
2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 8.879 | 3,05 | 548 | 3,01 | ||||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 338 | 9,39 | 21 | 5,26 | ||||
2025-04-29 | 13F | Bank of New York Mellon Corp | 0 | -100,00 | 0 | |||||
2025-07-10 | 13F | Sovran Advisors, LLC | 4.046 | 251 | ||||||
2025-07-15 | 13F | Well Done, LLC | 11.926 | -1,91 | 735 | -0,54 | ||||
2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 9.403 | 152,36 | 580 | 152,84 | ||||
2025-08-29 | 13F | Evolution Wealth Management Inc. | 940 | 58 | ||||||
2025-07-25 | 13F | Commonwealth Financial Services, LLC | 6.525 | -0,91 | 402 | -0,99 | ||||
2025-07-24 | 13F | IFP Advisors, Inc | 470 | -11,82 | 29 | -12,50 | ||||
2025-08-08 | 13F | Financial Gravity Companies, Inc. | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Avant Capital LLC | 8.248 | -10,47 | 509 | -10,56 | ||||
2025-08-13 | 13F | Jones Financial Companies Lllp | 112.625 | 24,93 | 6.934 | 25,68 | ||||
2025-06-24 | NP | TNIIX - 1290 Retirement 2020 Fund Class I | 593 | 0,00 | 36 | -2,78 | ||||
2025-07-15 | 13F | ACT Advisors, LLC. | 4.070 | -17,38 | 251 | -17,43 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-07-10 | 13F | High Net Worth Advisory Group LLC | 4.450 | 0,00 | 274 | 0,00 | ||||
2025-08-08 | 13F | Avantax Advisory Services, Inc. | 10.902 | 14,84 | 672 | 14,87 | ||||
2025-05-15 | 13F | Old Mission Capital Llc | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Jane Street Group, Llc | 10.835 | 668 | ||||||
2025-07-16 | 13F | Brown, Lisle/cummings, Inc. | 2.911 | 0,21 | 180 | 0,00 | ||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 114.559 | 9,47 | 7.065 | 9,38 | ||||
2025-08-14 | 13F | Harvest Investment Services, LLC | 6.082 | 0,91 | 375 | 1,08 | ||||
2025-08-12 | 13F | Insigneo Advisory Services, Llc | 6.412 | 0,64 | 395 | 0,51 | ||||
2025-08-06 | 13F | Destiny Capital Corp/CO | 11.433 | -2,77 | 705 | -2,76 | ||||
2025-07-22 | 13F | Global Assets Advisory, LLC | 888 | 234 | ||||||
2025-06-24 | NP | TNLIX - 1290 Retirement 2035 Fund Class I | 1.286 | -1,53 | 77 | -3,75 | ||||
2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 205.206 | -12,27 | 12.655 | -12,34 | ||||
2025-08-12 | 13F | Virtu Financial LLC | 8.373 | 1 | ||||||
2025-07-17 | 13F | Sound Income Strategies, LLC | 165 | -25,34 | 10 | -23,08 | ||||
2025-08-14 | 13F | Win Advisors, Inc | 14.934 | -1,20 | 921 | -1,29 | ||||
2025-07-22 | 13F | Rocky Mountain Advisers, Llc | 4.075 | 0,00 | 251 | 0,00 | ||||
2025-08-13 | 13F | Dana Investment Advisors, Inc. | 6.107 | 0,00 | 377 | 0,00 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | 9.756 | 602 | ||||||
2025-08-08 | 13F | Comprehensive Financial Planning, Inc./PA | 460 | 0,88 | 28 | 0,00 | ||||
2025-08-05 | 13F | Tsfg, Llc | 150 | 0,00 | 0 | |||||
2025-08-12 | 13F | Bravias Capital Group, LLC | 3.318 | 205 | ||||||
2025-08-13 | 13F | Milestone Investment Advisors LLC | 318 | 0,00 | 20 | 0,00 | ||||
2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 3.590 | 0,00 | 221 | 11,06 | ||||
2025-08-14 | 13F | Daiwa Securities Group Inc. | 7.800 | -3,70 | 0 | |||||
2025-08-11 | 13F | Citigroup Inc | 11.971 | -33,80 | 738 | -33,87 | ||||
2025-08-08 | 13F | Sculati Wealth Management, LLC | 46.068 | -67,64 | 2.841 | -67,66 | ||||
2025-08-12 | 13F | Jacobi Capital Management LLC | 6.957 | 0,56 | 429 | 0,70 | ||||
2025-07-21 | 13F | Monticello Wealth Management, Llc | 15.551 | -5,34 | 959 | -5,33 | ||||
2025-07-15 | 13F | LVZ Advisors, Inc. | 3.421 | 0,00 | 211 | -0,47 | ||||
2025-05-12 | 13F | Berger Financial Group, Inc | 0 | -100,00 | 0 | -100,00 | ||||
2025-07-18 | 13F | Trilogy Capital Inc. | 3.369 | 0,00 | 208 | 0,00 | ||||
2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 316 | 0,00 | 20 | 0,00 | ||||
2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 12.442 | -26,52 | 767 | -26,60 | ||||
2025-08-13 | 13F | Cerity Partners LLC | 0 | -100,00 | 0 | |||||
2025-06-24 | NP | TNJIX - 1290 Retirement 2025 Fund Class I | 75 | -12,79 | 5 | -20,00 | ||||
2025-06-24 | NP | TNKIX - 1290 Retirement 2030 Fund Class I | 1.016 | 0,00 | 61 | -3,23 | ||||
2025-08-14 | 13F | Visionary Wealth Advisors | 14.271 | -2,23 | 880 | -2,22 | ||||
2025-06-24 | NP | TNOIX - 1290 Retirement 2045 Fund Class I | 3.053 | 0,00 | 183 | -3,17 | ||||
2025-07-16 | 13F | Meridian Financial, LLC | 4.511 | 0,00 | 278 | 0,00 | ||||
2025-08-08 | 13F | Ogorek Anthony Joseph /ny/ /adv | 100 | 0,00 | 0 | |||||
2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 515 | 32 | ||||||
2025-07-21 | 13F | Creative Capital Management Investments LLC | 589 | 0,00 | 36 | 0,00 | ||||
2025-08-12 | 13F | Calton & Associates, Inc. | 30.619 | 1.888 | ||||||
2025-08-15 | 13F | Equitable Holdings, Inc. | 46.004 | -25,01 | 2.837 | -25,07 | ||||
2025-08-11 | 13F | Private Advisor Group, LLC | 14.762 | 34,03 | 910 | 34,02 | ||||
2025-08-14 | 13F | UBS Group AG | 315.912 | 5,67 | 19.482 | 5,58 | ||||
2025-07-31 | 13F | Briaud Financial Planning, Inc | 23 | 0 | ||||||
2025-08-08 | 13F | Petix & Botte Co | 7.726 | 0,00 | 476 | 0,00 | ||||
2025-08-13 | 13F | Baird Financial Group, Inc. | 147.427 | 3,21 | 9.092 | 3,12 | ||||
2025-07-25 | 13F | Cwm, Llc | 8.417 | 134,26 | 1 | |||||
2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 36.785 | 2.269 | ||||||
2025-07-30 | 13F | Syntegra Private Wealth Group, LLC | 8.281 | 0,00 | 511 | -0,20 | ||||
2025-07-14 | 13F | IronOak Wealth LLC. | 0 | -100,00 | 0 | |||||
2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100,00 | 0 | |||||
2025-08-04 | 13F | Arkadios Wealth Advisors | 19.262 | -2,38 | 1.188 | -2,47 | ||||
2025-07-07 | 13F | Nova Wealth Management, Inc. | 6.335 | 4.849,22 | 391 | 5.471,43 | ||||
2025-07-31 | 13F | City State Bank | 427 | 0,00 | 26 | 0,00 | ||||
2025-08-12 | 13F | Laurel Wealth Advisors LLC | 39.346 | 6.067,08 | 1 | -100,00 | ||||
2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 4.200 | 0,00 | 259 | 0,00 | ||||
2025-08-08 | 13F | Creative Planning | 5.634 | 6,34 | 347 | 6,44 | ||||
2025-08-12 | 13F | Financial Advocates Investment Management | 12.978 | -10,61 | 800 | -10,71 | ||||
2025-07-16 | 13F | PFS Partners, LLC | 128.846 | 0,28 | 7.946 | 0,19 | ||||
2025-07-18 | 13F | Truist Financial Corp | 3.702 | -0,59 | 228 | -0,44 | ||||
2025-06-24 | NP | TNNIX - 1290 Retirement 2040 Fund Class I | 2.713 | 0,00 | 163 | -3,57 | ||||
2025-04-21 | 13F | PSI Advisors, LLC | 0 | -100,00 | 0 | |||||
2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 16.932 | 30,34 | 1.045 | 32,28 | ||||
2025-08-06 | 13F | AE Wealth Management LLC | 622 | 18,70 | 38 | 18,75 | ||||
2025-08-14 | 13F | Harwood Advisory Group, LLC | 51 | -75,24 | 3 | -75,00 | ||||
2025-07-23 | 13F | Clear Creek Financial Management, LLC | 16.795 | -19,50 | 1.036 | -19,58 | ||||
2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 3.322 | -2,49 | 205 | -2,86 | ||||
2025-08-05 | 13F | EPG Wealth Management LLC | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Goldman Sachs Group Inc | 9.456 | -67,70 | 583 | -67,74 | ||||
2025-05-15 | 13F | Integrated Wealth Concepts LLC | 0 | -100,00 | 0 | |||||
2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | -100,00 | 0 | |||||
2025-04-15 | 13F | Chris Bulman Inc | 0 | -100,00 | 0 | |||||
2025-07-24 | 13F | Ronald Blue Trust, Inc. | 30 | 0,00 | 2 | 0,00 | ||||
2025-07-25 | 13F | Alpha Financial Partners, LLC | 0 | -100,00 | 0 | |||||
2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 1.945 | -34,02 | 0 | |||||
2025-08-04 | 13F | Assetmark, Inc | 84 | -98,46 | 5 | -98,51 | ||||
2025-08-14 | 13F | Mml Investors Services, Llc | 53.289 | -2,59 | 3 | 0,00 | ||||
2025-08-11 | 13F | Rothschild Investment Llc | 2.000 | 0,00 | 123 | 0,00 | ||||
2025-08-14 | 13F | Raymond James Financial Inc | 193.541 | 9,94 | 11.936 | 9,85 | ||||
2025-07-22 | 13F | Accel Wealth Management | 6.198 | 4,94 | 382 | 4,95 | ||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 217.510 | -15,55 | 13 | -13,33 | ||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 11.712 | -18,18 | 734 | -16,99 | ||||
2025-07-30 | 13F | Pacific Sun Financial Corp | 21.200 | -0,38 | 1.307 | -0,46 | ||||
2025-08-14 | 13F | Fmr Llc | 7.294 | -9,30 | 450 | -9,48 | ||||
2025-08-12 | 13F | Global Retirement Partners, LLC | 864 | 234,88 | 53 | 253,33 | ||||
2025-08-14 | 13F | Aqr Capital Management Llc | 8.853 | 0,00 | 546 | -0,18 | ||||
2025-08-14 | 13F | Redwood Financial Network Corp | 3.273 | -5,30 | 202 | -5,63 | ||||
2025-07-23 | 13F | REAP Financial Group, LLC | 444 | 0,45 | 27 | 0,00 | ||||
2025-08-01 | 13F | Gwn Securities Inc. | 0 | -100,00 | 0 | |||||
2025-08-07 | 13F | Allworth Financial LP | 4.305 | 1,97 | 266 | 4,74 | ||||
2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 4.595 | -2,03 | 0 | |||||
2025-08-14 | 13F | GWM Advisors LLC | 96.201 | 35,10 | 5.937 | 58,36 | ||||
2025-06-24 | NP | TNQIX - 1290 Retirement 2055 Fund Class I | 3.447 | 0,00 | 207 | -3,29 | ||||
2025-08-06 | 13F | Adviser Investments LLC | 0 | -100,00 | 0 | |||||
2025-07-18 | 13F | Provident Wealth Management, LLC | 2 | 0,00 | 0 | |||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 535.542 | 18,17 | 33 | 22,22 | ||||
2025-08-05 | 13F | Sensible Money, LLC | 4.275 | 0,00 | 264 | 0,00 | ||||
2025-08-04 | 13F | Creative Financial Designs Inc /adv | 178 | 0,00 | 11 | 0,00 | ||||
2025-05-15 | 13F | Two Sigma Securities, Llc | 0 | -100,00 | 0 | |||||
2025-08-12 | 13F | Richmond Investment Services, LLC | 6.543 | 56,87 | 404 | 56,81 | ||||
2025-08-15 | 13F | Morgan Stanley | 597.901 | 1,36 | 36.873 | 1,27 | ||||
2025-07-29 | 13F | International Assets Investment Management, Llc | 4.382 | -6,25 | 270 | -6,25 | ||||
2025-07-17 | 13F | ERn Financial, LLC | 8.377 | 0,00 | 517 | -0,19 | ||||
2025-08-14 | 13F | Sunbelt Securities, Inc. | 23 | 0,00 | 1 | 0,00 | ||||
2025-07-30 | 13F | Liberty One Investment Management, Llc | 40.328 | -2,89 | 2.487 | -2,97 | ||||
2025-07-07 | 13F | Roxbury Financial LLC | 303 | 0,33 | 19 | 0,00 | ||||
2025-07-16 | 13F | Investment Partners Asset Management, Inc. | 16.553 | 2,76 | 1.021 | 2,62 | ||||
2025-08-11 | 13F | Wbi Investments, Inc. | 51.249 | -0,63 | 3.161 | -0,72 | ||||
2025-08-07 | 13F | Resources Investment Advisors, LLC. | 10.448 | -2,12 | 644 | -2,13 | ||||
2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 8.037 | 64,52 | 496 | 64,45 | ||||
2025-08-14 | 13F | CoreCap Advisors, LLC | 76 | 0,00 | 5 | 0,00 | ||||
2025-08-14 | 13F | Snowden Capital Advisors LLC | 18.406 | 0,17 | 1.135 | 0,09 | ||||
2025-08-13 | 13F | Rsm Us Wealth Management Llc | 9.618 | 0,00 | 593 | 0,00 | ||||
2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 6.593 | 0,66 | 407 | 0,74 | ||||
2025-08-13 | 13F | Avestar Capital, LLC | 15.176 | 25,48 | 936 | 25,34 | ||||
2025-07-17 | 13F | Johnson & White Wealth Management, LLC | 32.992 | 3,04 | 2 | 100,00 | ||||
2025-07-17 | 13F | Wagner Wealth Management, Llc | 25 | 4,17 | 2 | 0,00 | ||||
2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 860 | 53 | ||||||
2025-08-14 | 13F | Qube Research & Technologies Ltd | 102 | 0,00 | 6 | 0,00 | ||||
2025-07-30 | 13F | Brookstone Capital Management | 322.262 | -6,19 | 19.874 | -6,26 | ||||
2025-07-15 | 13F | Sheets Smith Wealth Management | 12.331 | -7,50 | 760 | -7,54 | ||||
2025-08-06 | 13F | Atlas Legacy Advisors, LLC | 5.664 | -1,34 | 349 | -0,29 | ||||
2025-08-18 | 13F | Pacific Center for Financial Services | 4.379 | -3,01 | 270 | -2,88 | ||||
2025-07-30 | 13F | D.a. Davidson & Co. | 5.033 | -3,90 | 310 | -4,02 | ||||
2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | -100,00 | 0 | -100,00 | ||||
2025-08-12 | 13F | Marshall & Sterling Wealth Advisors Inc. | 695 | 0,87 | 43 | 0,00 | ||||
2025-08-14 | 13F | Hrt Financial Lp | 4.556 | 0 | ||||||
2025-08-14 | 13F | Stifel Financial Corp | 180.580 | 397,66 | 11.137 | 397,36 | ||||
2025-07-07 | 13F | Whitaker-Myers Wealth Managers, LTD. | 7.775 | 0,80 | 479 | 0,63 | ||||
2025-07-24 | 13F | Mainstay Capital Management Llc /adv | 0 | -100,00 | 0 | |||||
2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 393 | -63,61 | 24 | -63,64 | ||||
2025-07-16 | 13F | Moneywise, Inc. | 13.599 | -4,39 | 839 | -4,45 | ||||
2025-04-30 | 13F | Sofos Investments, Inc. | 0 | -100,00 | 0 | |||||
2025-07-16 | 13F/A | CX Institutional | 399 | 0,00 | 0 | |||||
2025-08-11 | 13F | FineMark National Bank & Trust | 21.003 | -5,69 | 1.295 | -5,75 | ||||
2025-08-13 | 13F | Russell Investments Group, Ltd. | 37 | 0,00 | 2 | 0,00 | ||||
2025-08-13 | 13F | Transce3nd, LLC | 1.373 | -4,98 | 85 | -5,62 | ||||
2025-08-08 | 13F | Larson Financial Group LLC | 228 | 0,44 | 14 | 7,69 | ||||
2025-08-14 | 13F | Mariner, LLC | 34.672 | -6,70 | 2.138 | -6,76 | ||||
2025-08-12 | 13F | LPL Financial LLC | 622.659 | 51,96 | 38.399 | 51,84 | ||||
2025-07-16 | 13F | Essex Financial Services, Inc. | 10.613 | 0,06 | 655 | 0,00 | ||||
2025-07-15 | 13F | Fifth Third Bancorp | 4.492 | 0,00 | 277 | 0,00 | ||||
2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 81.746 | 6,45 | 5.041 | 6,37 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 4.417 | -59,42 | 272 | -59,46 | ||||
2025-08-14 | 13F | Ameriprise Financial Inc | 225.465 | 1,26 | 13.903 | 1,13 | ||||
2025-08-11 | 13F | Inspire Advisors, LLC | 3.942 | 243 | ||||||
2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 658 | 0,61 | 41 | 0,00 | ||||
2025-08-11 | 13F | United Capital Financial Advisers, Llc | 15.323 | 0,00 | 945 | -0,11 | ||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 11.061 | 22,61 | 682 | 22,66 | ||||
2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 6.714 | -8,49 | 414 | -8,41 | ||||
2025-07-28 | 13F | DORVAL Corp | 234.236 | 14.445 | ||||||
2025-04-16 | 13F | Ipswich Investment Management Co., Inc. | 0 | -100,00 | 0 | |||||
2025-08-08 | 13F | ProVise Management Group, LLC | 59.435 | -0,71 | 3.665 | -0,79 | ||||
2025-08-12 | 13F | Spectrum Wealth Advisory Group, LLC | 8.344 | 0,06 | 515 | 0,00 | ||||
2025-08-04 | 13F | Spire Wealth Management | 70 | 0,00 | 4 | 0,00 | ||||
2025-08-08 | 13F | Cetera Investment Advisers | 64.683 | 0,90 | 3.989 | 0,83 | ||||
2025-08-13 | 13F | Invesco Ltd. | 7.012 | 5,32 | 432 | 5,37 | ||||
2025-05-16 | 13F | Laidlaw Wealth Management LLC | 0 | -100,00 | 0 | |||||
2025-05-02 | 13F | Transcendent Capital Group LLC | 0 | -100,00 | 0 | |||||
2025-08-12 | 13F | SRS Capital Advisors, Inc. | 2.439 | 0,62 | 150 | 0,67 | ||||
2025-08-01 | 13F | Biltmore Family Office, LLC | 100 | -50,00 | 6 | -50,00 | ||||
2025-08-06 | 13F | Golden State Wealth Management, LLC | 22.078 | 0,35 | 1.362 | 0,29 | ||||
2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 1 | 0,00 | 0 | |||||
2025-08-06 | 13F | North Capital, Inc. | 100 | 0,00 | 6 | 0,00 | ||||
2025-07-24 | 13F | Us Bancorp \de\ | 1.374 | 12,25 | 85 | 12,00 | ||||
2025-08-18 | 13F | Front Row Advisors LLC | 935 | 0,00 | 58 | 0,00 | ||||
2025-08-11 | 13F | HighTower Advisors, LLC | 43.690 | 5,04 | 2.694 | 4,95 | ||||
2025-08-18 | 13F | Geneos Wealth Management Inc. | 531 | -15,45 | 33 | -15,79 | ||||
2025-08-14 | 13F | Two Sigma Investments, Lp | 33.000 | -17,09 | 2.035 | -17,14 | ||||
2025-08-11 | 13F | Strategic Equity Management | 12.260 | 14,40 | 756 | 14,37 | ||||
2025-07-28 | 13F | Harbour Investments, Inc. | 33.061 | 1,12 | 2.039 | 0,99 | ||||
2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 60 | 0,00 | 4 | 0,00 | ||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 310.516 | 2,26 | 19.150 | 2,18 | ||||
2025-08-14 | 13F | Obsidian Personal Planning Solutions LLC | 124.851 | 2,21 | 7.700 | 5,02 | ||||
2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 38.144 | 23,94 | 2.352 | 23,85 | ||||
2025-08-01 | 13F | Petra Financial Advisors Inc | 6.192 | 0,21 | 382 | 0,00 | ||||
2025-08-14 | 13F | Bank Of America Corp /de/ | 112.925 | 3,10 | 6.964 | 3,02 | ||||
2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 17.385 | 5,40 | 1.072 | 5,30 | ||||
2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 128.227 | -3,73 | 7.908 | -3,82 | ||||
2025-08-12 | 13F | MAI Capital Management | 4.620 | 0,00 | 285 | -0,35 | ||||
2025-08-01 | 13F | MorganRosel Wealth Management, LLC | 97.900 | 655,46 | 6.037 | 655,57 | ||||
2025-08-14 | 13F | IHT Wealth Management, LLC | 3.587 | 0,11 | 221 | 0,00 | ||||
2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 525 | 0,00 | 0 | |||||
2025-08-08 | 13F | Kingsview Wealth Management, LLC | 5.579 | -9,23 | 344 | -9,23 |