Grundläggande statistik
| Institutionella ägare | 235 total, 235 long only, 0 short only, 0 long/short - change of −18,18% MRQ |
| Genomsnittlig portföljallokering | 0.1374 % - change of 23,70% MRQ |
| Institutionella aktier (lång) | 55 874 391 (ex 13D/G) - change of 0,08MM shares 3,20% MRQ |
| Institutionellt värde (lång) | $ 1 697 618 USD ($1000) |
Institutionellt ägande och aktieägare
Legg Mason ETF Investment Trust - Franklin International Low Volatility High Dividend Index ETF (MX:LVHI) har 235 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 55,874,391 aktier. Största aktieägare inkluderar LPL Financial LLC, Northwestern Mutual Wealth Management Co, Morgan Stanley, Bank Of America Corp /de/, Assetmark, Inc, Wells Fargo & Company/mn, Raymond James Financial Inc, Envestnet Asset Management Inc, Commonwealth Equity Services, Llc, and Ameriprise Financial Inc .
Legg Mason ETF Investment Trust - Franklin International Low Volatility High Dividend Index ETF (BMV:LVHI) Institutionell ägarstruktur visar institutioners och fonders nuvarande positioner i företaget, samt de senaste förändringarna i positionernas storlek. Större aktieägare kan vara enskilda investerare, fonder, hedgefonder eller institutioner. Bilaga 13D visar att investeraren äger (eller ägde) mer än 5% av företaget och avser (eller avsåg) att aktivt eftersträva en förändring av affärsstrategin. Schedule 13G indikerar en passiv investering på över 5%.
Fondsentimentets poäng
Fondsentimentet poängen(fka Ägarackumulation-poäng) visar vilka aktier som är mest köpta av fonder. Det är resultatet av en sofistikerad kvantitativ flerfaktormodell som identifierar företag med de högsta nivåerna av institutionell ackumulering. Poängsättningsmodellen använder en kombination av den totala ökningen av redovisade ägare, förändringarna i portföljallokeringarna för dessa ägare och andra mått. Siffran sträcker sig från 0 till 100, där högre siffror indikerar en högre nivå av ackumulering i förhållande till sina konkurrenter, och 50 är genomsnittet.
Uppdateringsfrekvens: Dagligen
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13F- och NPORT-arkiveringar
Detaljer om 13F-arkiveringar är gratis. Detaljer om NP-arkiveringar kräver ett premiummedlemskap. Gröna rader indikerar nya positioner. Röda rader indikerar stängda positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
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| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-17 | 13F | Centennial Wealth Advisory LLC | 69 930 | 345,78 | 2 276 | 348,92 | ||||
| 2025-08-07 | 13F | American Alpha Advisors, LLC | 130 673 | 408,14 | 4 253 | 411,18 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 8 606 | 21,31 | 280 | 22,27 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 40 615 | 1 315 | ||||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 231 842 | 83,38 | 7 546 | 84,41 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 169 788 | −11,63 | 5 603 | −9,91 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 36 023 | 1 216 | ||||||
| 2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 17 323 | 565 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 790 018 | 43,87 | 25 786 | 44,35 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 1 162 067 | 3,27 | 37 825 | 3,84 | ||||
| 2025-07-22 | 13F | Marks Group Wealth Management, Inc | 9 310 | 303 | ||||||
| 2025-08-13 | 13F | Valued Retirements, Inc. | 21 398 | 697 | ||||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 18 355 | 48,25 | 597 | 49,25 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 138 217 | 4 499 | ||||||
| 2025-07-09 | 13F | VisionPoint Advisory Group, LLC | 48 989 | 1 595 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 1 412 207 | 81,28 | 45 885 | 81,96 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 720 000 | 98,72 | 23 436 | 99,83 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 23 068 | 64,17 | 751 | 65,20 | ||||
| 2025-07-09 | 13F | Fermata Advisors, LLC | 23 909 | −89,41 | 778 | −89,35 | ||||
| 2025-06-26 | NP | FINT - Frontier Asset Total International Equity ETF | 109 025 | −10,71 | 3 493 | −8,54 | ||||
| 2025-08-14 | 13F | UBS Group AG | 1 225 630 | 13,31 | 39 894 | 13,94 | ||||
| 2025-04-15 | 13F | Kelly Financial Services LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 15 385 | 501 | ||||||
| 2025-07-25 | 13F | Cwm, Llc | 554 744 | 32,92 | 18 | 38,46 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 10 774 | 351 | ||||||
| 2025-08-14 | 13F | Empire Life Investments Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 188 291 | 1,21 | 6 129 | 1,76 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 11 422 | 0,72 | 372 | 1,09 | ||||
| 2025-07-09 | 13F | Shore Point Advisors, LLC | 24 861 | 1,26 | 809 | 1,89 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 0 | −100,00 | 0 | |||||
| 2025-08-25 | 13F | Silverlake Wealth Management Llc | 59 317 | −0,95 | 1 931 | −0,41 | ||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 8 033 | 9,61 | 261 | 10,13 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 19 365 | 630 | ||||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 6 805 | 0,00 | 222 | 1,84 | ||||
| 2025-08-12 | 13F | Titleist Asset Management, Llc | 193 773 | 0,07 | 6 307 | 0,62 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 14 164 | 101,28 | 461 | 103,08 | ||||
| 2025-05-13 | 13F | Aptus Capital Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Key FInancial Inc | 3 360 | 0,00 | 109 | 0,93 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 546 | 18 | ||||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 11 725 | 106,79 | 382 | 108,20 | ||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 11 683 | 0,07 | 380 | 0,80 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 13 613 | 30,09 | 443 | 31,07 | ||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 317 | −80,92 | 11 | −80,77 | ||||
| 2025-08-11 | 13F | Atlantic Private Wealth, LLC | 6 457 | 0,00 | 210 | 0,48 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 449 160 | 19,12 | 14 620 | 19,79 | ||||
| 2025-08-11 | 13F | Pineridge Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Hanlon Investment Management, Inc. | 17 482 | 14,64 | 569 | 15,42 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 7 923 349 | 23,87 | 257 905 | 24,56 | ||||
| 2025-07-31 | 13F | Trademark Financial Management, LLC | 10 919 | −61,31 | 355 | −61,12 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 264 802 | 4,41 | 8 619 | 4,99 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 2 229 936 | 1,90 | 72 584 | 2,47 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 40 962 | 1,18 | 1 333 | 1,76 | ||||
| 2025-07-16 | 13F | Highline Wealth Partners Llc | 100 | 3 | ||||||
| 2025-07-25 | 13F | Stephens Consulting, LLC | 467 | 0,00 | 15 | 0,00 | ||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 512 | 17 | ||||||
| 2025-07-23 | 13F | True Vision MN LLC | 21 504 | 2,09 | 700 | 2,64 | ||||
| 2025-08-01 | 13F | Liberty Wealth Management Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 61 805 | 5,92 | 2 012 | 6,51 | ||||
| 2025-08-14 | 13F | Fmr Llc | 1 113 592 | 502,02 | 36 247 | 505,43 | ||||
| 2025-07-15 | 13F | Bfsg, Llc | 155 898 | 5 074 | ||||||
| 2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 14 535 | −35,92 | 473 | −31,65 | ||||
| 2025-07-15 | 13F | Bay Capital Advisors, LLC | 40 267 | 202,69 | 1 311 | 204,65 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 172 752 | 23,95 | 5 623 | 24,65 | ||||
| 2025-04-28 | 13F | Pinnacle Financial Partners Inc | 373 769 | 13,32 | 12 099 | 20,19 | ||||
| 2025-07-21 | 13F | Ascent Group, LLC | 17 762 | −3,64 | 578 | −3,02 | ||||
| 2025-08-05 | 13F | Atlas Private Wealth Advisors | 7 564 | 246 | ||||||
| 2025-07-25 | 13F | Retirement Planning Group, Llc / Ny | 111 718 | 1,81 | 3 636 | 2,36 | ||||
| 2025-07-30 | 13F | Principle Wealth Partners Llc | 93 961 | −0,29 | 3 058 | 0,26 | ||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 10 480 | 0,72 | 341 | 1,49 | ||||
| 2025-07-17 | 13F | Clear Point Advisors Inc. | 6 478 | 1,65 | 211 | 1,94 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 16 000 | −86,51 | 521 | −86,46 | ||||
| 2025-08-08 | 13F | Kane Investment Management, Inc. | 38 995 | −0,88 | 1 254 | −1,49 | ||||
| 2025-08-18 | 13F/A | Kestra Investment Management, LLC | 2 546 | −56,16 | 83 | −56,15 | ||||
| 2025-07-16 | 13F | Magnus Financial Group LLC | 14 239 | 0,00 | 463 | 0,65 | ||||
| 2025-07-17 | 13F | Montis Financial, LLC | 174 409 | 2,25 | 5 677 | 2,83 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 111 442 | 19,81 | 3 627 | 20,46 | ||||
| 2025-07-15 | 13F | FLP Wealth Management, LLC | 8 708 | 282 | ||||||
| 2025-07-15 | 13F | Sheets Smith Wealth Management | 51 504 | 1,94 | 1 676 | 2,51 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 31 559 | −34,35 | 1 027 | −33,95 | ||||
| 2025-08-06 | 13F | Ethos Financial Group, LLC | 127 898 | 35,97 | 4 163 | 45,05 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 2 600 468 | 3,71 | 84 645 | 4,28 | ||||
| 2025-07-21 | 13F | Kennebec Savings Bank | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 199 656 | 12,57 | 6 499 | 13,19 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 1 685 249 | 9,89 | 54 850 | 10,49 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 15 670 | 96,05 | 1 | |||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 10 | 0 | ||||||
| 2025-07-24 | 13F | Galvin, Gaustad & Stein, LLC | 14 168 | 28,59 | 461 | 29,49 | ||||
| 2025-07-24 | 13F | Forefront Analytics, LLC | 28 320 | 921 | ||||||
| 2025-08-08 | 13F | Fortis Group Advisors, LLC | 22 359 | 3,99 | 746 | 7,19 | ||||
| 2025-08-14 | 13F | Compass Wealth Management, LLC/GA | 402 543 | 13 103 | ||||||
| 2025-07-28 | 13F | Rosenberg Matthew Hamilton | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Empirical Asset Management, LLC | 37 224 | 1,46 | 1 212 | 2,02 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 127 764 | 4 | ||||||
| 2025-05-14 | 13F | WCG Wealth Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Signaturefd, Llc | 223 | −18,32 | 7 | −12,50 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 126 814 | 6,56 | 4 128 | 7,14 | ||||
| 2025-08-14 | 13F | Comerica Bank | 14 595 | −0,59 | 475 | 0,00 | ||||
| 2025-07-16 | 13F | Freestate Advisors LLC | 43 747 | 17,08 | 1 424 | 17,70 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 474 | −39,15 | 15 | −40,00 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 112 691 | −1,16 | 3 668 | −0,60 | ||||
| 2025-07-17 | 13F | KWB Wealth | 86 664 | 2 805 | ||||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 680 690 | 143,11 | 22 156 | 144,47 | ||||
| 2025-05-01 | 13F | Grant/GrossMendelsohn, LLC | 9 496 | 303 | ||||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 3 741 | −5,48 | 122 | 0,83 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 42 842 | −16,38 | 1 | 0,00 | ||||
| 2025-07-15 | 13F | Axis Wealth Partners, LLC | 21 792 | 18,70 | 709 | 19,36 | ||||
| 2025-07-16 | 13F | Lloyd Advisory Services, LLC. | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 60 343 | 316,47 | 2 | |||||
| 2025-07-18 | 13F | Truist Financial Corp | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 36 008 | 0,19 | 1 235 | 7,20 | ||||
| 2025-08-07 | 13F | PFG Advisors | 38 605 | −14,44 | 1 257 | −13,97 | ||||
| 2025-04-28 | 13F | Smart Money Group LLC | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 68 159 | 10,33 | 2 219 | 10,40 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 8 119 | 3,19 | 264 | 3,94 | ||||
| 2025-08-12 | 13F | Indie Asset Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 12 576 | 16,66 | 409 | 17,53 | ||||
| 2025-08-11 | 13F | CBIZ Investment Advisory Services, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-10 | 13F | Kmg Fiduciary Partners, Llc | 48 106 | 9,07 | 1 566 | 9,67 | ||||
| 2025-08-07 | 13F | Rathbone Brothers plc | 12 518 | 0,76 | 407 | 1,24 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 7 195 | 234 | ||||||
| 2025-08-07 | 13F | Lakeridge Wealth Management LLC | 118 400 | 4,16 | 3 854 | 4,73 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1 959 799 | 7,69 | 63 791 | 8,29 | ||||
| 2025-07-29 | 13F | Huntleigh Advisors, Inc. | 40 623 | 1 322 | ||||||
| 2025-08-05 | 13F | Lord & Richards Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | PFG Investments, LLC | 17 148 | 47,76 | 558 | 48,80 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 82 700 | 52,87 | 2 692 | 53,68 | ||||
| 2025-07-16 | 13F | Meridian Financial, LLC | 15 569 | 149,86 | 507 | 151,74 | ||||
| 2025-08-08 | NP | QALTX - Quantified Alternative Investment Fund Investor Class Shares | 143 | −98,54 | 5 | −98,74 | ||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 196 | 6 | ||||||
| 2025-08-05 | 13F | Aviance Capital Partners, LLC | 29 075 | −8,49 | 946 | −7,98 | ||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 17 365 | −12,38 | 565 | −11,86 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 18 692 | −10,79 | 608 | −10,32 | ||||
| 2025-08-07 | 13F | Efficient Advisors, LLC | 25 937 | −43,35 | 844 | −43,01 | ||||
| 2025-08-11 | 13F | Beaumont Capital Management, LLC | 112 943 | 537,20 | 3 676 | 541,54 | ||||
| 2025-07-17 | 13F | BFI Infinity Ltd. | 12 710 | 10,96 | 413 | 11,62 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 67 153 | 26,69 | 2 186 | 27,33 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 41 342 | 19,89 | 1 346 | 20,52 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 27 186 | 280,76 | 885 | 282,68 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 277 649 | 407,55 | 9 037 | 441,46 | ||||
| 2025-08-13 | 13F | Manning & Napier Advisors Llc | 48 139 | −3,72 | 1 567 | −3,21 | ||||
| 2025-07-29 | 13F | Creekside Partners | 9 143 | 0,00 | 298 | 0,68 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 9 483 | 81,49 | 309 | 82,25 | ||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 6 450 | 210 | ||||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 26 387 | 859 | ||||||
| 2025-08-08 | 13F/A | Ignite Planners, LLC | 10 061 | −3,21 | 331 | −0,30 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 176 380 | 3,14 | 5 741 | 3,72 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 518 | 17 | ||||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 295 920 | 34,59 | 9 632 | 35,34 | ||||
| 2025-07-30 | 13F | Prosperity Financial Group, Inc. | 6 925 | 225 | ||||||
| 2025-08-20 | 13F | Forefront Wealth Partners, LLC | 85 637 | 55,33 | 2 667 | 49,50 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 68 966 | 47,67 | 2 245 | 48,51 | ||||
| 2025-08-14 | 13F | Vista Capital Partners, Inc. | 12 034 | 392 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 2 809 109 | 30,02 | 91 436 | 30,74 | ||||
| 2025-07-21 | 13F | Jackson Wealth Management, LLC | 75 972 | −2,10 | 2 473 | −1,55 | ||||
| 2025-08-06 | 13F | Cherry Creek Investment Advisors, Inc. | 59 355 | 16,17 | 1 932 | 16,88 | ||||
| 2025-07-28 | 13F | Cornerstone Wealth Group, LLC | 363 924 | −2,46 | 11 846 | −1,92 | ||||
| 2025-08-07 | 13F | Sierra Ocean, Llc | 159 163 | 3,24 | 5 181 | 3,81 | ||||
| 2025-08-13 | 13F/A | Claudia M.p. Batlle, Crp (r) Llc | 20 323 | 7,12 | 662 | 7,65 | ||||
| 2025-07-21 | 13F | Curran Financial Partners, LLC | 208 481 | 6 786 | ||||||
| 2025-05-15 | 13F | Aqr Capital Management Llc | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 183 473 | −15,84 | 5 972 | −15,37 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 357 | 36,78 | 12 | 37,50 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 106 145 | 3 455 | ||||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 29 882 | 973 | ||||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 15 | 0,00 | 0 | |||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 23 946 | 22,78 | 779 | 23,45 | ||||
| 2025-07-31 | 13F | Richards, Merrill & Peterson, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 20 004 | 94,12 | 651 | 95,50 | ||||
| 2025-08-13 | 13F | Plan Group Financial, LLC | 115 403 | 157,55 | 3 756 | 159,03 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 758 227 | 41,78 | 24 680 | 42,57 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Mariner, LLC | 110 516 | 77,35 | 3 597 | 78,33 | ||||
| 2025-08-26 | 13F | Nautilus Advisors LLC | 9 934 | 323 | ||||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 39 598 | −13,83 | 1 289 | −13,38 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 86 611 | −0,19 | 2 819 | 0,36 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 9 757 | 3,83 | 0 | |||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 15 203 | 47,00 | 495 | 47,90 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 57 675 | 1 877 | ||||||
| 2025-08-05 | 13F | Benchmark Financial Wealth Advisors, LLC | 95 360 | 8,67 | 3 104 | 9,26 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 29 | 366,67 | ||||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 10 221 | 105,04 | 333 | 106,21 | ||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 600 | 20 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 82 185 | 3,32 | 2 675 | 3,92 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 13 442 | −9,52 | 438 | −8,96 | ||||
| 2025-08-13 | 13F | Maia Wealth LLC | 43 944 | 119,42 | 1 430 | 137,15 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 20 987 | −2,60 | 700 | 0,29 | ||||
| 2025-07-07 | 13F | Insight Wealth Strategies, LLC | 718 824 | −0,01 | 23 498 | 0,98 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 82 404 | 8,81 | 2 682 | 9,42 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 11 498 | 856,57 | 374 | 884,21 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 26 813 | 0,00 | 873 | 0,58 | ||||
| 2025-04-21 | 13F | LongView Wealth Management | 0 | −100,00 | 0 | |||||
| 2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 303 245 | 154,74 | 10 | 200,00 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 17 980 | 71,99 | 585 | 73,08 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 3 525 | 30,60 | 115 | 31,03 | ||||
| 2025-07-18 | 13F | Provident Wealth Management, LLC | 43 087 | 2,36 | 1 402 | 2,94 | ||||
| 2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 15 351 | 500 | ||||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 10 845 | −0,22 | 353 | 0,57 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 31 957 | 6,96 | 1 | |||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 1 681 502 | 45,50 | 55 | 45,95 | ||||
| 2025-08-04 | 13F | Haven Private, LLC | 146 358 | 618,36 | 4 764 | 622,76 | ||||
| 2025-07-22 | 13F | Cedar Mountain Advisors, LLC | 346 485 | 1,77 | 11 278 | 2,34 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 26 827 | 19,17 | 873 | 19,92 | ||||
| 2025-07-29 | 13F | Elevation Capital Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 31 512 | −13,51 | 1 026 | −13,06 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 3 248 611 | 20,34 | 105 742 | 21,01 | ||||
| 2025-08-04 | 13F | L.m. Kohn & Company | 33 503 | 0,46 | 1 091 | 1,02 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 62 265 | 72,20 | 2 027 | 73,16 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 951 348 | 3,19 | 30 966 | 3,77 | ||||
| 2025-07-09 | 13F | WealthCare Investment Partners, LLC | 63 861 | 21,95 | 2 107 | 32,02 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 232 708 | −1,66 | 8 | 0,00 | ||||
| 2025-08-05 | 13F | Advisors Preferred, LLC | 143 | −98,54 | 5 | −98,74 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 805 | −0,25 | 25 | −7,69 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 562 910 | 14,75 | 18 | 20,00 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 2 550 | 18,27 | 83 | 18,84 | ||||
| 2025-08-13 | 13F | Virtus ETF Advisers LLC | 139 | 5 | ||||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 19 002 | 619 | ||||||
| 2025-07-16 | 13F | Rainier Family Wealth Inc | 39 371 | 46,00 | 1 282 | 46,90 | ||||
| 2025-07-31 | 13F | Blake Schutter Theil Wealth Advisors, LLC | 23 071 | −3,30 | 751 | −2,85 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Clarus Group, Inc. | 9 725 | 0,00 | 317 | 0,64 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 64 | 2 | ||||||
| 2025-07-18 | 13F | B.O.S.S. Retirement Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 573 | 19 | ||||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 8 848 | 0,00 | 288 | 0,70 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 1 406 732 | 13,59 | 45 789 | 14,22 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 3 645 196 | 39,02 | 118 651 | 39,79 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 61 994 | 2 200,33 | 2 018 | 2 218,39 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 38 473 | 1 104,54 | 1 252 | 1 190,72 | ||||
| 2025-08-12 | 13F | Frontier Asset Management, LLC | 454 614 | 14,51 | 14 798 | 15,14 | ||||
| 2025-08-08 | 13F | Flaharty Asset Management, LLC | 155 | 1,31 | 5 | 25,00 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Bank of New Hampshire | 1 900 | 0,00 | 62 | 0,00 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 40 979 | 0,90 | 1 334 | 1,45 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 1 438 | 0,00 | 0 | |||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 7 845 | 255 | ||||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 28 081 | 0,27 | 914 | 0,88 | ||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 6 260 | 204 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 921 313 | 8,06 | 29 989 | 8,66 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | MCF Advisors LLC | 315 | 10 | ||||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 15 206 | 0 | ||||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 669 | 22 | ||||||
| 2025-07-15 | 13F | Regatta Capital Group, Llc | 37 909 | 1 234 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 53 406 | −69,74 | 1 738 | −69,57 | ||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 24 666 | 2,55 | 803 | 3,08 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 1 538 | 0,00 | 50 | 2,04 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 120 626 | 3,23 | 3 926 | 3,81 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 5 348 | 6,15 | 174 | 6,75 | ||||
| 2025-07-15 | 13F | BKA Wealth Consulting, Inc. | 211 111 | 8,94 | 6 872 | 9,55 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 59 985 | −23,38 | 1 953 | −22,97 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 10 963 | 2,46 | 357 | 2,89 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 12 793 | 11,33 | 416 | 12,13 | ||||
| 2025-07-23 | 13F | Foresight Capital Management Advisors, Inc. | 115 624 | 2,25 | 3 764 | 2,81 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 319 426 | −0,17 | 10 589 | 7,12 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 616 | 528,57 | 0 | |||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 1 617 080 | 50,63 | 52 639 | 52,00 | ||||
| 2025-08-08 | 13F | Croban | 28 320 | 6,78 | 921 | 7,34 | ||||
| 2025-07-10 | 13F | SK Wealth Management, LLC | 426 518 | 2,69 | 14 180 | 12,01 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 345 194 | 69,69 | 11 236 | 70,63 | ||||
| 2025-08-13 | 13F | M Holdings Securities, Inc. | 96 372 | 2,34 | 3 | 0,00 |
Other Listings
| US:LVHI | 34,37 US$ |
