Grundläggande statistik
| Institutionella ägare | 304 total, 304 long only, 0 short only, 0 long/short - change of 6,58% MRQ |
| Genomsnittlig portföljallokering | 0.3750 % - change of 16,18% MRQ |
| Institutionella aktier (lång) | 53 978 641 (ex 13D/G) - change of 0,38MM shares 5,22% MRQ |
| Institutionellt värde (lång) | $ 6 037 118 USD ($1000) |
Institutionellt ägande och aktieägare
Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF (MX:RWL) har 304 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 53,978,641 aktier. Största aktieägare inkluderar Invesco Ltd., LPL Financial LLC, Ameriprise Financial Inc, Morgan Stanley, Vantagepoint Investment Advisers Llc, Bank Of America Corp /de/, AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Portfolio Series: Active Allocation Fund Class R5, Fusion Family Wealth LLC, AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Portfolio Series: Moderate Investor Fund Class C, and Axxcess Wealth Management, Llc .
Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF (BMV:RWL) 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-01-08 | 13F | Armstrong Advisory Group, Inc | 4 859 | 0,00 | 556 | 3,54 | ||||
| 2026-02-13 | 13F | Golden State Wealth Management, LLC | 18 416 | −15,56 | 2 109 | −12,64 | ||||
| 2026-01-20 | 13F | AdvisorNet Financial, Inc | 41 963 | 7,49 | 4 805 | 11,20 | ||||
| 2026-02-11 | 13F | Marks Group Wealth Management, Inc | 2 520 | 0,00 | 289 | 3,60 | ||||
| 2026-01-14 | 13F | Wealthcare Advisory Partners LLC | 91 371 | 34,45 | 10 462 | 39,11 | ||||
| 2026-02-12 | 13F | Renaissance Technologies Llc | 8 900 | −55,28 | 1 019 | −53,72 | ||||
| 2026-02-13 | 13F | Glen Eagle Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-11-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 0 | −100,00 | 0 | |||||
| 2026-02-10 | 13F | Avestar Capital, LLC | 51 990 | 1,08 | 5 953 | 4,59 | ||||
| 2026-01-22 | 13F | Financial Consulate, Inc | 15 | 2 | ||||||
| 2026-01-26 | 13F | Harbor Asset Planning, Inc. | 35 335 | 6,74 | 4 046 | 10,46 | ||||
| 2026-02-12 | 13F | Solano Wealth Investment Advisors LLC | 18 928 | −5,24 | 2 167 | −1,95 | ||||
| 2026-01-14 | 13F | Kmg Fiduciary Partners, Llc | 9 101 | 1,00 | 1 042 | 4,51 | ||||
| 2026-01-08 | 13F | True Wealth Design, LLC | 0 | −100,00 | 0 | |||||
| 2026-02-04 | 13F | Colonial River Wealth Management, LLC | 102 998 | 4,88 | 11 793 | 8,52 | ||||
| 2026-02-17 | 13F | Silvercrest Asset Management Group Llc | 3 047 | 0,00 | 349 | 3,26 | ||||
| 2026-02-17 | 13F | Ameriprise Financial Inc | 3 770 378 | 3,45 | 431 846 | 7,07 | ||||
| 2026-02-03 | 13F | AssuredPartners Investment Advisors, LLC | 30 714 | 422,26 | 3 517 | 440,92 | ||||
| 2026-02-13 | 13F | Kestra Advisory Services, LLC | 0 | −100,00 | 0 | |||||
| 2026-02-13 | 13F | MAI Capital Management | 562 | 8,91 | 64 | 12,28 | ||||
| 2026-02-10 | 13F | Hilltop Partners LLC | 2 704 | −0,95 | 310 | 2,32 | ||||
| 2026-02-17 | 13F | Wellington Management Group Llp | 0 | −100,00 | 0 | |||||
| 2026-02-12 | 13F | Mount Yale Investment Advisors, LLC | 29 368 | −8,50 | 3 363 | −5,32 | ||||
| 2026-02-17 | 13F | Ancora Advisors, LLC | 56 095 | 2,94 | 6 423 | 6,52 | ||||
| 2026-02-13 | 13F | Citigroup Inc | 15 919 | 3,20 | 1 823 | 6,80 | ||||
| 2026-01-29 | 13F | Huntleigh Advisors, Inc. | 2 136 | −50,00 | 245 | −48,31 | ||||
| 2026-01-09 | 13F | Marshall Financial Group LLC | 7 294 | −3,25 | 835 | 0,12 | ||||
| 2026-02-12 | 13F | Great Valley Advisor Group, Inc. | 13 199 | 1,87 | 1 511 | 5,44 | ||||
| 2026-02-12 | 13F | StoneX Group Inc. | 1 867 | 0,32 | 214 | 3,90 | ||||
| 2026-02-17 | 13F | Jones Financial Companies Lllp | 790 186 | 23,93 | 90 565 | 28,80 | ||||
| 2026-01-16 | 13F | Legacy Capital Wealth Partners, LLC | 72 517 | −3,76 | 7 630 | −1,05 | ||||
| 2026-01-21 | 13F | Sound Income Strategies, LLC | 2 341 | 277 | ||||||
| 2026-01-23 | 13F | Assetmark, Inc | 475 | 11,24 | 54 | 14,89 | ||||
| 2026-02-02 | 13F | Retirement Planning Group, Llc / Ny | 70 323 | 14,94 | 8 052 | 18,92 | ||||
| 2026-02-06 | 13F | Vestmark Advisory Solutions, Inc. | 29 268 | −8,74 | 3 351 | −5,55 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 104 | 0,00 | 12 | 0,00 | ||||
| 2025-11-13 | 13F | Invesco Ltd. | 9 176 334 | 12,23 | 1 015 453 | 19,08 | ||||
| 2026-02-06 | 13F | Empirical Asset Management, LLC | 11 817 | 0,19 | 1 353 | 3,68 | ||||
| 2026-01-26 | 13F | JNBA Financial Advisors | 0 | −100,00 | 0 | |||||
| 2026-01-13 | 13F | Cadent Capital Advisors, LLC | 128 726 | 0,65 | 14 739 | 4,15 | ||||
| 2026-02-17 | 13F | Mpwm Advisory Solutions, Llc | 0 | −100,00 | 0 | |||||
| 2026-02-13 | 13F | Jacobi Capital Management LLC | 2 259 | −1,61 | 259 | 1,57 | ||||
| 2026-02-17 | 13F | Integrity Wealth Advisors, Inc. | 18 303 | 2 096 | ||||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 295 565 | 3,60 | 33 842 | 7,20 | ||||
| 2026-02-10 | 13F | Thoroughbred Financial Services, Llc | 205 753 | 38,64 | 24 | 43,75 | ||||
| 2026-01-23 | 13F | Aspect Partners, LLC | 2 652 | 0,00 | 304 | 3,41 | ||||
| 2026-02-17 | 13F | Evolve Private Wealth, Llc | 5 747 | 658 | ||||||
| 2026-02-10 | 13F | IFG Advisory, LLC | 1 861 | 213 | ||||||
| 2026-02-12 | 13F | Laurel Oak Wealth Management, Llc | 1 948 | 223 | ||||||
| 2026-02-17 | 13F | Bank Of America Corp /de/ | 2 189 385 | −0,19 | 250 685 | 3,27 | ||||
| 2025-11-14 | 13F | Raymond James Financial Inc | 756 020 | 11,44 | 83 661 | 18,25 | ||||
| 2026-01-16 | 13F | Aspire Capital Advisors LLC | 121 932 | 1,45 | 13 961 | 4,97 | ||||
| 2026-01-14 | 13F | Nova Wealth Management, Inc. | 5 608 | −6,46 | 642 | −3,17 | ||||
| 2026-02-12 | 13F | Brown Brothers Harriman & Co | 2 176 | 0,00 | 249 | 3,75 | ||||
| 2026-02-05 | 13F | Western Wealth Management, LLC | 66 907 | −1,20 | 7 661 | 2,23 | ||||
| 2026-02-10 | 13F | Cherry Tree Wealth Management, LLC | 340 | 0,00 | 39 | 2,70 | ||||
| 2025-08-28 | NP | AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Portfolio Series: Active Allocation Fund Class R5 | 2 111 823 | 6,94 | 220 242 | 12,27 | ||||
| 2026-02-13 | 13F | Integrated Wealth Concepts LLC | 20 258 | −40,93 | 2 320 | −38,89 | ||||
| 2026-02-09 | 13F | CBIZ Investment Advisory Services, LLC | 116 | 0,87 | 13 | 8,33 | ||||
| 2026-02-11 | 13F | Atlantic Private Wealth, LLC | 528 | 0,00 | 61 | 3,45 | ||||
| 2026-01-28 | 13F | N.E.W. Advisory Services LLC | 119 | 20,20 | 14 | 30,00 | ||||
| 2026-02-17 | 13F | Jump Financial, LLC | 2 960 | 339 | ||||||
| 2026-02-09 | 13F | Huntington National Bank | 207 | 3,50 | ||||||
| 2026-02-12 | 13F | Daybright Advisory Services, Inc. | 12 487 | 1 430 | ||||||
| 2026-02-13 | 13F | Tcfg Wealth Management, Llc | 21 125 | −0,57 | 2 419 | 2,85 | ||||
| 2026-01-05 | 13F | GoalVest Advisory LLC | 223 | 355,10 | 26 | 400,00 | ||||
| 2026-02-09 | 13F | Harbour Investments, Inc. | 112 081 | −4,72 | 12 833 | −1,41 | ||||
| 2026-01-05 | 13F | GAMMA Investing LLC | 231 | 0,00 | 26 | 4,00 | ||||
| 2026-02-02 | 13F | Heritage Financial Services, LLC | 1 996 | 0,00 | 229 | 3,64 | ||||
| 2026-02-03 | 13F | Legacy Wealth Managment, LLC/ID | 70 | −48,15 | 8 | −42,86 | ||||
| 2026-02-10 | 13F | ESL Trust Services, LLC | 543 | 0,00 | 62 | 3,33 | ||||
| 2026-01-23 | 13F | Optima Capital Llc | 29 858 | 8,53 | 3 419 | 12,29 | ||||
| 2026-01-23 | 13F | Gilbert Capital Group, Inc. | 3 168 | 0,00 | 363 | 3,43 | ||||
| 2026-02-12 | 13F | Hm Payson & Co | 640 | 0,00 | 73 | 4,29 | ||||
| 2025-11-10 | 13F | Signature Securities Group Corporation | 0 | −100,00 | 0 | |||||
| 2025-11-14 | 13F | Strategic Wealth Partners, Ltd. | 4 | 0,00 | 0 | |||||
| 2026-02-04 | 13F | Money Concepts Capital Corp | 48 074 | 416,48 | 5 504 | 434,37 | ||||
| 2026-02-17 | 13F | Aqr Capital Management Llc | 20 921 | 3,72 | 2 395 | 7,30 | ||||
| 2026-01-23 | 13F | Meridian Financial, LLC | 17 439 | 92,36 | 1 997 | 99,00 | ||||
| 2026-01-26 | 13F | Nations Financial Group Inc, /ia/ /adv | 19 303 | −20,44 | 2 210 | −17,66 | ||||
| 2026-02-12 | 13F | BlackRock, Inc. | 278 | 0,00 | 32 | 3,33 | ||||
| 2026-02-11 | 13F | Rise Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2026-02-03 | 13F | International Assets Investment Management, Llc | 157 | 18 | ||||||
| 2026-02-04 | 13F | Nwam Llc | 51 759 | 6,58 | 6 131 | 13,24 | ||||
| 2025-10-24 | 13F | Sonoma Allocations LLC | 93 749 | 10 288 | ||||||
| 2025-08-28 | NP | AADAX - INVESCO Growth Allocation Fund Class A | 1 093 383 | 6,91 | 114 029 | 12,23 | ||||
| 2026-02-02 | 13F | Oppenheimer & Co Inc | 2 140 | 0,23 | 245 | 3,81 | ||||
| 2026-01-30 | 13F | Simplicity Wealth,LLC | 19 708 | −1,08 | 2 257 | 2,36 | ||||
| 2026-02-10 | 13F | Essex Financial Services, Inc. | 38 198 | 5,83 | 4 374 | 9,49 | ||||
| 2026-01-23 | 13F | Farther Finance Advisors, LLC | 13 277 | 1,17 | 1 520 | 4,68 | ||||
| 2026-02-02 | 13F | Mutual Advisors, LLC | 3 500 | 0,00 | 401 | 2,30 | ||||
| 2026-02-04 | 13F | Fusion Family Wealth LLC | 1 628 324 | 2,95 | 186 443 | 6,53 | ||||
| 2025-10-27 | 13F | First Horizon Corp | 0 | −100,00 | 0 | |||||
| 2026-02-06 | 13F | Envestnet Portfolio Solutions, Inc. | 5 697 | 12,39 | 652 | 16,43 | ||||
| 2026-02-17 | 13F | Scarborough Advisors, LLC | 241 449 | 1,48 | 27 646 | 5,00 | ||||
| 2026-01-26 | 13F | Main Street Group, LTD | 2 887 | 1,33 | 331 | 4,76 | ||||
| 2026-01-21 | 13F | Landaas & Co /wi /adv | 4 863 | 20,34 | 557 | 24,38 | ||||
| 2025-11-05 | 13F | Collier Financial | 0 | −100,00 | 0 | |||||
| 2026-02-06 | 13F | HighTower Advisors, LLC | 6 649 | 2,26 | 761 | 5,84 | ||||
| 2026-01-09 | 13F | Atlas Brown,Inc. | 1 862 | 0,32 | 213 | 3,90 | ||||
| 2026-01-30 | 13F | Sigma Planning Corp | 3 766 | 12,45 | 431 | 16,49 | ||||
| 2026-02-17 | 13F | Gotham Asset Management, LLC | 3 800 | 0,00 | 435 | 3,57 | ||||
| 2026-02-03 | 13F | Anfield Capital Management, LLC | 170 | 0,00 | 19 | 5,56 | ||||
| 2026-02-10 | 13F | Ritter Daniher Financial Advisory LLC / DE | 3 379 | 25,47 | 387 | 29,53 | ||||
| 2025-11-14 | 13F | Mercer Global Advisors Inc /adv | 6 393 | −9,63 | 707 | −4,07 | ||||
| 2026-02-10 | 13F | Redwood Financial Network Corp | 10 431 | 23,07 | 1 194 | 27,43 | ||||
| 2026-02-13 | 13F | SRS Capital Advisors, Inc. | 926 | −4,54 | 106 | −0,93 | ||||
| 2026-02-13 | 13F | Aptus Capital Advisors, LLC | 331 | 359,72 | 38 | 428,57 | ||||
| 2025-11-12 | 13F | Veridan Wealth LLC | 0 | −100,00 | 0 | |||||
| 2026-01-26 | 13F | AE Wealth Management LLC | 43 769 | 10,66 | 5 012 | 14,48 | ||||
| 2026-01-26 | 13F | United Advisor Group, LLC | 4 895 | 6,02 | 560 | 9,80 | ||||
| 2025-11-14 | 13F | Hrt Financial Lp | 0 | −100,00 | 0 | |||||
| 2025-08-28 | NP | ACMAX - Absolute Capital Defender Fund Class A Shares | 13 500 | −40,79 | 1 408 | −34,16 | ||||
| 2026-01-23 | 13F | RFG - Bristol Wealth Advisors, LLC | 22 583 | −6,85 | 2 586 | −3,62 | ||||
| 2026-01-26 | 13F | Consolidated Portfolio Review Corp | 0 | −100,00 | 0 | |||||
| 2026-01-13 | 13F | Parsons Capital Management Inc/ri | 2 760 | 0,00 | 316 | 3,61 | ||||
| 2026-02-04 | 13F | MONECO Advisors, LLC | 83 759 | 5,43 | 9 590 | 9,09 | ||||
| 2026-02-11 | 13F | Gwn Securities Inc. | 3 064 | 33,45 | 351 | 37,25 | ||||
| 2026-01-12 | 13F | Wealth Management Partners, LLC | 47 752 | −6,84 | 5 468 | −3,61 | ||||
| 2025-08-28 | NP | AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Portfolio Series: Moderate Investor Fund Class C | 1 506 074 | 1,44 | 157 068 | 6,50 | ||||
| 2026-02-11 | 13F | O'shaughnessy Asset Management, Llc | 210 | 0,00 | 24 | 4,35 | ||||
| 2026-01-29 | 13F | Nbc Securities, Inc. | 1 256 | 0,00 | 144 | 3,62 | ||||
| 2026-01-23 | 13F | Westside Investment Management, Inc. | 100 | 0,00 | 11 | 0,00 | ||||
| 2025-11-12 | 13F | Creekmur Asset Management LLC | 297 | 0,00 | 33 | 6,67 | ||||
| 2025-08-28 | NP | AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Portfolio Series: Growth Investor Fund Class R6 | 1 028 396 | 5,35 | 107 251 | 10,60 | ||||
| 2026-02-09 | 13F | Integrity Alliance, Llc. | 2 125 | 243 | ||||||
| 2025-08-28 | NP | CMAIX - Invesco Conservative Allocation Fund CLASS R5 | 155 192 | −0,16 | 16 185 | 4,82 | ||||
| 2026-01-29 | 13F | Resonant Capital Advisors, LLC | 71 003 | −1,25 | 8 130 | 2,17 | ||||
| 2026-02-02 | 13F | Total Clarity Wealth Management, Inc. | 76 279 | 65,34 | 8 734 | 71,07 | ||||
| 2026-02-11 | 13F | Empowered Funds, LLC | 0 | −100,00 | 0 | |||||
| 2026-01-14 | 13F | Thompson Investment Management, Inc. | 500 | 0,00 | 57 | 3,64 | ||||
| 2026-01-28 | 13F | Caliber Wealth Management, LLC / KS | 2 017 | 0,00 | 231 | 3,14 | ||||
| 2026-02-11 | 13F | Jpmorgan Chase & Co | 144 935 | 39,26 | 16 595 | 44,09 | ||||
| 2026-01-26 | 13F | Patriot Financial Group Insurance Agency, LLC | 6 629 | 9,61 | 759 | 13,30 | ||||
| 2026-02-11 | 13F | Buckingham Strategic Partners | 3 593 | 411 | ||||||
| 2026-01-29 | 13F | UMA Financial Services, Inc. | 9 | 0,00 | 1 | 0,00 | ||||
| 2026-02-13 | 13F | Retirement Financial Solutions, Llc | 50 751 | 5 811 | ||||||
| 2026-02-13 | 13F | Arkadios Wealth Advisors | 2 868 | 1,13 | 328 | 4,79 | ||||
| 2026-01-28 | 13F | Geneos Wealth Management Inc. | 71 068 | 5,19 | 8 137 | 8,84 | ||||
| 2026-02-06 | 13F | Pnc Financial Services Group, Inc. | 760 | 17,83 | 87 | 22,54 | ||||
| 2026-02-10 | 13F | Operose Advisors LLC | 475 | 0,00 | 54 | 3,85 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 32 725 | 63,75 | 3 747 | 69,43 | ||||
| 2026-02-09 | 13F | Kingsview Wealth Management, LLC | 17 981 | −17,59 | 2 059 | −14,75 | ||||
| 2026-02-10 | 13F/A | Northwestern Mutual Wealth Management Co | 276 526 | 9,18 | 31 662 | 12,97 | ||||
| 2026-02-10 | 13F | Savant Capital, LLC | 4 315 | 2,96 | 494 | 6,70 | ||||
| 2026-02-12 | 13F | Oder Investment Management, LLC | 2 572 | 15,96 | 294 | 20,00 | ||||
| 2026-01-20 | 13F | SOA Wealth Advisors, LLC. | 75 | 0,00 | 9 | 0,00 | ||||
| 2025-11-12 | 13F | Paradigm Financial Partners, Llc | 0 | −100,00 | 0 | |||||
| 2025-11-05 | 13F | Hantz Financial Services, Inc. | 0 | 0 | ||||||
| 2026-02-02 | 13F | Mission Hills Financial Advisory, LLC | 66 230 | 2,14 | 7 583 | 5,69 | ||||
| 2026-02-11 | 13F | LPL Financial LLC | 5 870 899 | 16,77 | 672 218 | 20,82 | ||||
| 2026-01-23 | 13F | Fifth Third Securities, Inc. | 14 981 | −0,25 | 1 715 | 3,25 | ||||
| 2026-01-15 | 13F | MOR Wealth Management, LLC | 5 746 | 658 | ||||||
| 2026-01-29 | 13F | Sanctuary Advisors, LLC | 174 688 | 484,20 | 20 002 | 504,63 | ||||
| 2026-02-10 | 13F | Oxford Wealth Group, LLC | 53 547 | 6 131 | ||||||
| 2026-02-17 | 13F | Blair William & Co/il | 1 117 | 0,00 | 128 | 3,25 | ||||
| 2026-02-10 | 13F | Root Financial Partners, LLC | 499 | −10,89 | 57 | −6,56 | ||||
| 2026-02-05 | 13F | Blue Water Asset Management | 142 675 | 16 336 | ||||||
| 2026-02-13 | 13F | Brown Advisory Inc | 3 211 | 368 | ||||||
| 2026-02-17 | 13F | D. E. Shaw & Co., Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-28 | NP | AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Portfolio Series: Conservative Investor Fund Class R6 | 120 243 | 0,32 | 12 540 | 5,32 | ||||
| 2026-02-12 | 13F | Steward Partners Investment Advisory, Llc | 64 211 | 427,36 | 7 352 | 445,81 | ||||
| 2026-02-05 | 13F | AlphaCore Capital LLC | 1 184 | 136 | ||||||
| 2026-02-05 | 13F | Thrivent Financial For Lutherans | 24 508 | 3 | ||||||
| 2026-01-26 | 13F | Cwm, Llc | 3 209 | 17,42 | 0 | |||||
| 2026-02-17 | 13F | Creative Planning | 8 580 | 3,49 | 982 | 7,09 | ||||
| 2026-02-06 | 13F | Tanglewood Legacy Advisors, LLC | 273 240 | 66 381,75 | 31 286 | 69 424,44 | ||||
| 2026-02-02 | 13F | Truist Financial Corp | 46 346 | 58,54 | 5 307 | 64,07 | ||||
| 2026-02-05 | 13F | Petix & Botte Co | 92 168 | 18,45 | 10 553 | 22,57 | ||||
| 2026-02-17 | 13F | Tower Research Capital LLC (TRC) | 0 | −100,00 | 0 | |||||
| 2025-11-10 | 13F | Michels Family Financial, LLC | 2 866 | −6,37 | 317 | −0,63 | ||||
| 2026-01-15 | 13F | Founders Capital Management | 5 | 0,00 | 1 | |||||
| 2026-02-17 | 13F | Cetera Investment Advisers | 869 157 | 14,19 | 99 518 | 18,15 | ||||
| 2026-02-12 | 13F | Forge Financial Services LLC | 38 550 | −0,97 | 4 414 | 2,39 | ||||
| 2026-01-27 | 13F | Vantagepoint Investment Advisers Llc | 2 271 112 | 0,08 | 260 042 | 3,56 | ||||
| 2026-02-12 | 13F | Wedbush Securities Inc | 2 251 | 0 | ||||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 759 448 | −0,54 | 86 957 | 103 419,05 | ||||
| 2026-02-17 | 13F | Private Advisor Group, LLC | 254 783 | 89,79 | 29 173 | 96,38 | ||||
| 2026-01-29 | 13F | Klingman & Associates, LLC | 302 357 | 5,89 | 34 620 | 9,56 | ||||
| 2026-02-12 | 13F | Bank Of Montreal /can/ | 2 665 | 0,00 | 305 | −94,35 | ||||
| 2025-11-12 | 13F | Ameriflex Group, Inc. | 0 | −100,00 | 0 | |||||
| 2026-02-06 | 13F | Larson Financial Group LLC | 30 | 0,00 | 3 | 0,00 | ||||
| 2026-02-12 | 13F | LWM Advisory Services, LLC | 12 298 | 2,63 | 1 408 | 6,18 | ||||
| 2026-02-17 | 13F | Russell Investments Group, Ltd. | 25 | 0,00 | 3 | 0,00 | ||||
| 2026-01-27 | 13F | Belpointe Asset Management LLC | 8 661 | 0,10 | 992 | 3,55 | ||||
| 2026-01-29 | 13F | Comerica Bank | 11 219 | 12,77 | 1 285 | 16,73 | ||||
| 2025-10-28 | 13F | Pinnacle Financial Partners Inc | 1 845 | 204 | ||||||
| 2025-10-16 | 13F | Lowe Wealth Advisors, LLC | 200 | −33,33 | 22 | −29,03 | ||||
| 2026-02-06 | 13F | Flaharty Asset Management, LLC | 5 350 | 0,11 | 613 | 3,55 | ||||
| 2026-01-20 | 13F | Stratos Wealth Partners, LTD. | 138 880 | 9,88 | 15 902 | 13,69 | ||||
| 2026-02-05 | 13F | Pacific Sun Financial Corp | 3 162 | 0,00 | 362 | 3,72 | ||||
| 2026-01-27 | 13F | TFR Capital, LLC. | 89 813 | 2,14 | 10 284 | 5,68 | ||||
| 2025-09-26 | NP | AAAA - Amplius Aggressive Asset Allocation ETF | 29 191 | 3 029 | ||||||
| 2026-01-07 | 13F | Baldwin Brothers Inc/ma | 6 600 | 0,00 | 756 | 3,42 | ||||
| 2026-02-13 | 13F | Manufacturers Life Insurance Company, The | 34 095 | 3 904 | ||||||
| 2026-02-13 | 13F | Wells Fargo & Company/mn | 774 689 | 9,30 | 88 702 | 13,09 | ||||
| 2026-02-10 | 13F | Goldman Sachs Group Inc | 172 427 | 16,96 | 19 743 | 21,02 | ||||
| 2026-02-13 | 13F | Y-Intercept (Hong Kong) Ltd | 0 | −100,00 | 0 | |||||
| 2025-11-24 | 13F | TD Capital Management LLC | 102 | 0,00 | 11 | 10,00 | ||||
| 2026-01-08 | 13F | Tompkins Financial Corp | 40 122 | −0,18 | 4 594 | 3,26 | ||||
| 2026-01-22 | 13F | Glass Jacobson Investment Advisors llc | 1 232 | −7,78 | 141 | −4,08 | ||||
| 2026-01-26 | 13F | Wealth Effects Llc | 2 025 | 0,00 | 232 | 3,13 | ||||
| 2026-02-09 | 13F | Key FInancial Inc | 7 135 | −6,27 | 817 | −3,20 | ||||
| 2026-02-13 | 13F | Mml Investors Services, Llc | 191 618 | 8,29 | 21 940 | 12,05 | ||||
| 2026-01-12 | 13F | CVA Family Office, LLC | 0 | −100,00 | 0 | |||||
| 2026-01-28 | 13F | Kingswood Wealth Advisors, Llc | 60 456 | −4,42 | 6 922 | −1,10 | ||||
| 2026-01-22 | 13F | Bartlett & Co. Wealth Management Llc | 574 | 0,00 | 66 | 3,17 | ||||
| 2026-02-17 | 13F | IHT Wealth Management, LLC | 25 104 | 13,17 | 2 874 | 17,11 | ||||
| 2026-01-26 | 13F | Kelman-Lazarov, Inc. | 32 654 | −1,38 | 3 739 | 2,05 | ||||
| 2025-10-09 | 13F | Fermata Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2026-02-05 | 13F | Pinnacle Associates Ltd | 2 380 | 0,00 | 273 | 3,42 | ||||
| 2026-01-29 | 13F | Atlas Legacy Advisors, LLC | 182 893 | 13,81 | 20 941 | 17,77 | ||||
| 2026-01-15 | 13F | Stewardship Advisors, LLC | 312 547 | 42,10 | 35 787 | 47,04 | ||||
| 2026-01-29 | 13F | DecisionPoint Financial, LLC | 12 | 1 | ||||||
| 2026-01-22 | 13F | Rodgers & Associates, LTD | 22 199 | −1,88 | 2 542 | 1,52 | ||||
| 2026-02-13 | 13F | Stifel Financial Corp | 63 148 | −10,82 | 7 231 | −7,73 | ||||
| 2026-01-20 | 13F | Pflug Koory, LLC | 1 560 | 0,06 | 179 | 3,49 | ||||
| 2026-01-21 | 13F | Future Financial Wealth Managment LLC | 0 | −100,00 | 0 | |||||
| 2026-01-20 | 13F | Investment Planning Advisors, Inc. | 165 859 | 2,53 | 18 991 | 6,08 | ||||
| 2026-01-28 | 13F | Cora Capital Advisors Llc | 4 522 | 0,00 | 518 | 3,40 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 8 516 | 2,99 | 975 | 6,56 | ||||
| 2026-01-12 | 13F | Abound Wealth Management | 380 | 0,00 | 44 | 2,38 | ||||
| 2026-02-11 | 13F | J.w. Cole Advisors, Inc. | 11 793 | 5,23 | 1 337 | 7,82 | ||||
| 2026-01-20 | 13F | Sovran Advisors, LLC | 1 902 | −9,21 | 226 | −3,43 | ||||
| 2026-02-03 | 13F | Financial Partners Group, Inc | 3 351 | −2,53 | 395 | 3,95 | ||||
| 2026-02-12 | 13F | Beacon Capital Management, Inc. | 0 | −100,00 | 0 | |||||
| 2026-02-17 | 13F | Susquehanna International Group, Llp | 4 915 | −41,25 | 563 | −39,24 | ||||
| 2026-02-06 | 13F | Tortoise Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2026-02-06 | 13F | Signature Estate & Investment Advisors Llc | 2 836 | −21,57 | 325 | −19,00 | ||||
| 2026-02-12 | 13F | Principal Securities, Inc. | 0 | −100,00 | 0 | |||||
| 2026-01-14 | 13F | Kraft, Davis & Associates, LLC | 98 730 | 6,74 | 11 640 | 13,04 | ||||
| 2026-01-21 | 13F | Lockerman Financial Group, Inc. | 2 624 | 0,08 | 300 | 3,45 | ||||
| 2026-01-29 | 13F | Kestra Private Wealth Services, Llc | 71 472 | −7,82 | 8 184 | −4,63 | ||||
| 2026-02-05 | 13F | Intrua Financial, LLC | 44 022 | −4,91 | 5 041 | −1,62 | ||||
| 2026-01-20 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 1 394 | 160 | ||||||
| 2026-02-06 | 13F | Gsa Capital Partners Llp | 0 | −100,00 | 0 | |||||
| 2026-02-17 | 13F | Citadel Advisors Llc | 0 | −100,00 | 0 | |||||
| 2026-01-30 | 13F | Turning Point Benefit Group, Inc. | 1 259 | −3,08 | 144 | 0,70 | ||||
| 2026-02-05 | 13F | Atria Investments Llc | 15 846 | 175,10 | 1 814 | 184,77 | ||||
| 2025-11-14 | 13F | CI Private Wealth, LLC | 3 346 | 0,24 | 370 | 6,32 | ||||
| 2026-02-11 | 13F | Fiera Capital Corp | 10 158 | 0,00 | 1 163 | 3,47 | ||||
| 2026-02-10 | 13F | Bank of New York Mellon Corp | 985 133 | 11,13 | 112 798 | 14,99 | ||||
| 2026-02-12 | 13F | Rik Saylor Financial, Inc. | 16 696 | 11,63 | 1 912 | 15,54 | ||||
| 2026-01-14 | 13F | Accurate Wealth Management, LLC | 5 245 | 0,00 | 619 | 6,91 | ||||
| 2026-02-13 | 13F | Baird Financial Group, Inc. | 6 344 | −31,02 | 726 | −28,61 | ||||
| 2026-02-13 | 13F | Perryman Financial Advisory Inc /ad | 2 737 | 313 | ||||||
| 2026-02-10 | 13F | SCS Capital Management LLC | 3 111 | 0,00 | 356 | 3,49 | ||||
| 2026-02-17 | 13F | Advisor Group Holdings, Inc. | 1 201 452 | −1,26 | 137 595 | 3,99 | ||||
| 2026-02-17 | 13F | Fmr Llc | 13 828 | 12,06 | 1 583 | 15,97 | ||||
| 2026-02-17 | 13F | Perennial Investment Advisors, LLC | 42 342 | 1,69 | 4 849 | 5,23 | ||||
| 2026-01-28 | 13F | Key Client Fiduciary Advisors, LLC | 20 890 | 3,12 | 2 392 | 6,69 | ||||
| 2026-01-26 | 13F | Lowery Thomas, Llc | 1 849 | 0,33 | 212 | 3,94 | ||||
| 2026-02-11 | 13F | Janney Montgomery Scott LLC | 24 363 | 3,06 | 3 | 0,00 | ||||
| 2026-02-13 | 13F | Morgan Stanley | 3 154 989 | 2,37 | 361 246 | 5,92 | ||||
| 2026-01-15 | 13F | Retireful, LLC | 3 107 | 356 | ||||||
| 2026-02-17 | 13F | Pennington Partners & Co., Llc | 4 686 | 0,09 | 537 | 3,47 | ||||
| 2026-01-08 | 13F | Wealth Enhancement Advisory Services, Llc | 93 115 | −4,25 | 10 935 | 1,14 | ||||
| 2026-02-03 | 13F | Marmo Financial Group, LLC | 1 868 | 0,05 | 214 | 3,40 | ||||
| 2026-02-12 | 13F | Brinker Capital Investments, LLC | 2 802 | 14,41 | 321 | 18,08 | ||||
| 2026-02-04 | 13F | Ameritas Advisory Services, LLC | 0 | −100,00 | 0 | |||||
| 2026-02-09 | 13F | Prospera Financial Services Inc | 16 612 | 10,43 | 1 903 | 14,23 | ||||
| 2026-01-23 | 13F | Diligent Investors, LLC | 3 052 | −1,13 | 349 | 2,35 | ||||
| 2026-02-17 | 13F | Garden State Investment Advisory Services LLC | 54 804 | 231,10 | 6 277 | 242,58 | ||||
| 2026-01-13 | 13F | LongView Wealth Management | 1 700 | 201 | ||||||
| 2025-11-17 | 13F | GWM Advisors LLC | 17 748 | 1,37 | 1 964 | 7,62 | ||||
| 2026-01-23 | 13F | Avion Wealth | 771 | 0 | ||||||
| 2026-02-12 | 13F | Atlantic Family Wealth, Llc | 2 872 | 0,00 | 329 | 3,47 | ||||
| 2026-01-26 | 13F | BCS Wealth Management | 2 418 | 277 | ||||||
| 2026-01-20 | 13F | Secure Asset Management, LLC | 9 451 | 7,30 | 1 082 | 10,97 | ||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 36 | 0,00 | 4 | 33,33 | ||||
| 2026-01-12 | 13F | DAVENPORT & Co LLC | 1 781 | 204 | ||||||
| 2026-01-29 | 13F | UBS Group AG | 541 369 | 11,24 | 61 987 | 15,10 | ||||
| 2026-01-23 | 13F | E&G Advisors, LP | 18 483 | 3,38 | 2 116 | 6,98 | ||||
| 2026-02-05 | 13F | High Note Wealth, LLC | 14 | 0,00 | 2 | 0,00 | ||||
| 2026-01-22 | 13F | Pinnacle Bancorp, Inc. | 488 | 0,00 | 56 | 1,85 | ||||
| 2026-01-29 | 13F | Aprio Wealth Management, LLC | 3 265 | 374 | ||||||
| 2026-02-06 | 13F | Fortis Group Advisors, LLC | 14 250 | 47,04 | 1 681 | 55,12 | ||||
| 2026-01-12 | 13F | Amplius Wealth Advisors, LLC | 11 651 | −9,22 | 1 334 | −6,06 | ||||
| 2026-02-11 | 13F | Ameritas Investment Partners, Inc. | 1 312 | 150 | ||||||
| 2026-02-13 | 13F | Cozad Asset Management Inc | 6 276 | 0,06 | 719 | 3,46 | ||||
| 2026-01-15 | 13F | Brookstone Capital Management | 113 951 | −13,66 | 13 047 | −10,66 | ||||
| 2026-01-26 | 13F | Private Trust Co Na | 3 517 | 6,16 | 403 | 9,84 | ||||
| 2025-11-14 | 13F | Jane Street Group, Llc | 0 | −100,00 | 0 | |||||
| 2026-01-14 | 13F | Wolff Wiese Magana Llc | 130 | −13,33 | 15 | −12,50 | ||||
| 2026-01-28 | 13F | Glassman Wealth Services | 745 | 0,00 | 85 | 3,66 | ||||
| 2026-01-21 | 13F | Prime Capital Investment Advisors, LLC | 70 648 | 3,32 | 8 089 | 6,91 | ||||
| 2026-02-12 | 13F | SWAN Capital LLC | 258 | 30 | ||||||
| 2026-02-06 | 13F | GPS Wealth Strategies Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-11-19 | 13F | Sunbelt Securities, Inc. | 25 353 | 2 806 | ||||||
| 2026-01-08 | 13F | Firethorn Wealth Partners, Llc | 13 885 | 1 590 | ||||||
| 2026-01-26 | 13F | Merit Financial Group, LLC | 175 248 | 4,26 | 20 066 | 7,88 | ||||
| 2026-02-17 | 13F | Wiley Bros.-aintree Capital, Llc | 18 235 | −16,62 | 2 088 | −13,72 | ||||
| 2026-01-07 | 13F | Harbor Investment Advisory, Llc | 521 | 0,00 | 60 | 3,51 | ||||
| 2026-02-10 | 13F | Bnp Paribas Arbitrage, Sa | 75 000 | 8 588 | ||||||
| 2026-01-21 | 13F | Capital Investment Advisory Services, LLC | 229 | 26 | ||||||
| 2026-02-05 | 13F | Bessemer Group Inc | 0 | −100,00 | 0 | |||||
| 2026-02-13 | 13F | Greenline Wealth Management LLC | 15 | 2 | ||||||
| 2026-02-06 | 13F | EverSource Wealth Advisors, LLC | 156 019 | 0,48 | 17 864 | 3,96 | ||||
| 2026-02-17 | 13F | Integrated Advisors Network LLC | 2 688 | 308 | ||||||
| 2026-02-13 | 13F | Colony Group, LLC | 36 371 | −5,39 | 4 165 | −2,12 | ||||
| 2026-02-11 | 13F | Capital Analysts, Inc. | 1 491 | 397,00 | 0 | |||||
| 2026-02-10 | 13F | Florida Financial Advisors, Llc | 2 258 | 258 | ||||||
| 2026-02-04 | 13F | Summit Wealth Group Llc / Co | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-01-12 | 13F | Kozak & Associates, Inc. | 575 024 | 0,77 | 67 887 | 7,17 | ||||
| 2026-02-06 | 13F | Ignite Planners, LLC | 33 142 | 52,76 | 3 909 | 62,83 | ||||
| 2026-02-09 | 13F | Hartland & Co., LLC | 1 866 | 0,00 | 214 | 3,40 | ||||
| 2026-02-12 | 13F | Kovack Advisors, Inc. | 6 134 | 45,05 | 686 | 46,68 | ||||
| 2026-01-09 | 13F | Dynamic Advisor Solutions LLC | 10 775 | 0,97 | 1 234 | 4,49 | ||||
| 2026-02-13 | 13F | Level Four Advisory Services, Llc | 9 970 | −1,34 | 1 142 | 2,06 | ||||
| 2026-01-29 | 13F | Obermeyer Wood Investment Counsel, Lllp | 7 362 | 0,00 | 843 | 3,44 | ||||
| 2026-02-13 | 13F | Asset Allocation Strategies LLC | 235 917 | 69,81 | 27 012 | 75,70 | ||||
| 2026-02-17 | 13F | Equitable Holdings, Inc. | 352 645 | 12,99 | 40 378 | 16,91 | ||||
| 2026-01-13 | 13F | Capital Investment Advisors, LLC | 2 216 | 0,18 | 254 | 3,69 | ||||
| 2026-02-02 | 13F | Fifth Third Bancorp | 0 | −100,00 | 0 | |||||
| 2026-02-09 | 13F | Keating Financial Advisory Services, Inc. | 10 243 | 1 173 | ||||||
| 2026-02-02 | 13F | Holistic Planning, LLC | 12 414 | −2,60 | 1 421 | 0,78 | ||||
| 2026-01-12 | 13F | RVW Wealth, LLC | 43 443 | −1,34 | 4 974 | 2,09 | ||||
| 2026-02-05 | 13F | USAdvisors Wealth Management, LLC | 2 470 | 0 | ||||||
| 2026-01-16 | 13F | Crowley Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
| 2026-02-03 | 13F | RFG Advisory, LLC | 3 381 | 15,71 | 387 | 19,81 | ||||
| 2026-02-06 | 13F | Axxcess Wealth Management, Llc | 1 338 780 | 1 242,08 | 153 290 | 1 288,75 | ||||
| 2026-02-17 | 13F | Advisory Services Network, LLC | 5 002 | −1,61 | 573 | 1,78 | ||||
| 2026-02-17 | 13F | Royal Bank Of Canada | 138 185 | −22,59 | 15 822 | −19,91 | ||||
| 2026-01-30 | 13F/A | M&t Bank Corp | 2 002 | −17,65 | 229 | −14,87 | ||||
| 2026-02-13 | 13F | Mariner, LLC | 202 955 | 1,18 | 23 238 | 4,69 | ||||
| 2026-02-14 | 13F | Rockefeller Capital Management L.P. | 44 615 | 1,30 | 5 108 | 4,82 | ||||
| 2026-02-12 | 13F | Mark Sheptoff Financial Planning, Llc | 341 | 0,00 | 39 | 5,41 | ||||
| 2026-01-22 | 13F | Apollon Wealth Management, LLC | 4 052 | −43,67 | 464 | −41,76 | ||||
| 2026-02-04 | 13F | Pensionmark Financial Group, Llc | 37 716 | −12,76 | 4 319 | −9,72 | ||||
| 2026-02-10 | 13F | Acorn Wealth Advisors, LLC | 10 326 | 7,09 | 1 182 | 10,88 | ||||
| 2025-11-13 | 13F | Visionary Wealth Advisors | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-01-30 | 13F | Us Bancorp \de\ | 1 191 | 5,87 | 136 | 9,68 | ||||
| 2026-02-05 | 13F | Stephens Inc /ar/ | 2 232 | 4,40 | 256 | 8,05 | ||||
| 2026-02-10 | 13F | Envestnet Asset Management Inc | 157 762 | 20,72 | 18 064 | 24,91 | ||||
| 2026-02-06 | 13F | IFP Advisors, Inc | 35 | 0,00 | 4 | 33,33 | ||||
| 2026-01-30 | 13F | Archer Investment Corp | 262 | −1,87 | 30 | 0,00 | ||||
| 2026-02-12 | 13F | Grey Fox Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2026-02-05 | 13F | Allworth Financial LP | 1 261 650 | −44,78 | 144 459 | −42,86 | ||||
| 2026-02-13 | 13F | Denver Wealth Management, Inc. | 159 604 | 3,52 | 18 275 | 7,11 | ||||
| 2026-02-12 | 13F | Absolute Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2026-02-05 | 13F | Cambridge Investment Research Advisors, Inc. | 130 664 | 40,66 | 15 | 40,00 | ||||
| 2026-02-11 | 13F | Cerity Partners LLC | 383 757 | −0,96 | 43 940 | 2,47 | ||||
| 2026-02-17 | 13F | Qube Research & Technologies Ltd | 23 217 | 47,19 | 2 658 | 52,32 | ||||
| 2025-11-14 | 13F | Anchor Investment Management, LLC | 90 | 10 |
Other Listings
| US:RWL | 120,47 US$ |
