RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF Aktier - Aktiekurs, institutionellt ägande, aktieägare

Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
MX ˙ BMV
Grundläggande statistik
Institutionella ägare 327 total, 327 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) 53 588 785 (ex 13D/G) - change of 0,38MM shares 5,22% MRQ
Institutionellt värde (lång) $ 6 020 027 USD ($1000)
Institutionellt ägande och aktieägare

Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF (MX:RWL) har 327 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 53,588,785 aktier. Största aktieägare inkluderar Invesco Ltd., LPL Financial LLC, Ameriprise Financial Inc, Morgan Stanley, Bank Of America Corp /de/, Vantagepoint Investment Advisers Llc, Bank of New York Mellon Corp, Fusion Family Wealth LLC, Allworth Financial LP, and Advisor Group Holdings, Inc. .

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

Se Ownership Explorer, som innehåller en lista över de högst rankade företagen.

AI+ Ask Fintel’s AI assistant about Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF.

Select a question to share a public post with an AI-crafted answer.

Thinking of good questions…
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.

Uppgradera för att låsa upp premiumdata och exportera till Excel .

Fil Datum Källa Investerare Typ Genomsnittligt pris
(beräknat)
Aktier Δ Aktier
(%)
Rapporterat
värde
(1000 USD)
Δ Värde
(%)
Portföljallokering
(%)
2026-05-14 13F Integrity Wealth Advisors, Inc. 31 123 70,04 3 576 70,69
2026-05-04 13F Westside Investment Management, Inc. 600 500,00 69 518,18
2026-05-05 13F Cherry Tree Wealth Management, LLC 340 0,00 39 2,63
2026-05-12 13F Creative Planning 10 130 18,07 1 164 18,53
2026-02-13 13F Glen Eagle Advisors, LLC 0 −100,00 0
2026-04-27 13F Kelman-Lazarov, Inc. 32 518 −0,42 3 737 −0,05
2026-04-21 13F Huntleigh Advisors, Inc. 2 136 0,00 245 0,41
2026-05-04 13F Mml Investors Services, Llc 184 688 −3,62 21 222 −3,27
2026-05-13 13F BlackRock, Inc. 644 131,65 74 138,71
2026-05-14 13F HighPoint Advisor Group LLC 13 046 −0,54 1 499 −0,13
2026-04-14 13F Baldwin Brothers Inc/ma 6 600 0,00 758 0,40
2026-05-11 13F Linscomb & Williams, Inc. 1 799 207
2026-05-01 13F Fifth Third Bancorp 11 076 1 273
2026-05-07 13F Northwestern Mutual Wealth Management Co 287 407 3,93 33 026 4,30
2026-05-12 13F Jane Street Group, Llc 9 443 1 085
2026-04-30 13F Acorn Wealth Advisors, LLC 10 675 3,38 1 227 3,72
2026-05-07 13F First Command Advisory Services, Inc. 46 5
2026-04-20 13F Obermeyer Wood Investment Counsel, Lllp 7 362 0,00 846 0,36
2026-05-12 13F Stifel Financial Corp 78 736 24,68 9 048 25,13
2026-04-13 13F Hm Payson & Co 640 0,00 74 0,00
2026-01-08 13F True Wealth Design, LLC 0 −100,00 0
2026-04-17 13F McHugh Group, LLC 2 080 239
2026-04-09 13F Firethorn Wealth Partners, Llc 20 639 48,64 2 372 49,21
2026-04-20 13F Kestra Private Wealth Services, Llc 65 271 −8,68 7 500 −8,35
2026-05-15 13F Huntington National Bank 208 0,48
2026-05-08 13F Prime Capital Investment Advisors, LLC 73 596 4,17 8 457 4,54
2026-05-13 13F Avestar Capital, LLC 53 045 2,03 6 095 2,40
2026-05-08 13F Blair William & Co/il 2 997 168,31 344 170,87
2026-05-12 13F Independent Advisor Alliance 175 327 20 147
2026-05-07 13F ESL Trust Services, LLC 543 0,00 62 0,00
2026-04-24 13F Root Financial Partners, LLC 499 0,00 57 0,00
2026-05-05 13F RFG - Bristol Wealth Advisors, LLC 10 161 −55,01 1 168 −54,85
2026-05-15 13F Ancora Advisors, LLC 120 694 115,16 13 869 115,95
2026-02-17 13F Wellington Management Group Llp 0 −100,00 0
2026-05-11 13F Mark Sheptoff Financial Planning, Llc 674 97,65 83 112,82
2026-04-16 13F Brookstone Capital Management 58 699 −48,49 6 745 −48,30
2026-05-12 13F Turning Point Benefit Group, Inc. 2 709 115,17 250 72,92
2026-05-14 13F Capital Analysts, Inc. 695 950 46 576,73 80
2026-05-05 13F HighTower Advisors, LLC 6 145 −7,58 706 −7,23
2026-05-06 13F Assetmark, Inc 953 100,63 110 101,85
2026-05-12 13F Kingsview Wealth Management, LLC 26 618 48,03 3 059 48,59
2026-05-14 13F Us Bancorp \de\ 1 225 2,85 141 2,94
2026-05-06 13F Alteri Wealth LLC 4 407 506
2026-04-21 13F E&G Advisors, LP 18 743 1,41 2 154 1,75
2026-05-15 13F/A EverSource Wealth Advisors, LLC 158 033 1,29 18 160 1,65
2026-02-19 13F CI Private Wealth, LLC 5 295 58,25 387 4,32
2026-05-11 13F MCF Advisors LLC 1 839 211
2026-05-15 13F GWM Advisors LLC 112 802 211,35 1 869 −54,97
2026-04-21 13F Pflug Koory, LLC 1 562 0,13 179 0,56
2026-05-12 13F Bnp Paribas Arbitrage, Sa 0 −100,00 0
2026-04-08 13F Thompson Investment Management, Inc. 500 0,00 57 0,00
2026-05-08 13F Fortis Group Advisors, LLC 0 −100,00 0
2026-02-12 13F CIBC Private Wealth Group, LLC 104 0,00 12 0,00
2026-04-14 13F Thurston, Springer, Miller, Herd & Titak, Inc. 1 077 −22,74 124 −22,64
2026-04-23 13F Accurate Wealth Management, LLC 5 245 0,00 621 0,16
2026-05-01 13F Mutual Advisors, LLC 3 500 0,00 402 0,50
2026-01-26 13F JNBA Financial Advisors 0 −100,00 0
2026-04-27 13F USAdvisors Wealth Management, LLC 2 658 7,61 0
2026-05-11 13F TD Capital Management LLC 103 0,00 12 0,00
2026-05-11 13F Empirical Asset Management, LLC 14 609 23,63 1 679 24,02
2026-05-14 13F SWAN Capital LLC 0 −100,00 0
2026-04-21 13F Financial Consulate, Inc 15 0,00 2 0,00
2026-04-23 13F Glass Jacobson Investment Advisors llc 1 157 −6,09 133 −6,38
2026-02-06 13F Global Retirement Partners, LLC 295 565 3,60 33 842 7,20
2026-05-01 13F Avion Wealth 784 1,69 0
2026-05-05 13F Plante Moran Financial Advisors, LLC 64 7
2026-05-12 13F M&t Bank Corp 2 002 0,00 230 0,44
2026-05-15 13F National Bank Of Canada /fi/ 1 036 120
2026-04-23 13F Investment Planning Advisors, Inc. 243 712 46,94 28 005 47,47
2026-04-21 13F Wealth Effects Llc 2 025 0,00 233 0,43
2026-04-27 13F Colonial River Wealth Management, LLC 105 806 2,73 12 158 3,10
2026-05-14 13F Brown Brothers Harriman & Co 2 176 0,00 250 0,40
2026-05-15 13F Jones Financial Companies Lllp 988 544 25,10 111 516 23,14
2026-04-30 13F Landaas & Co /wi /adv 6 141 26,28 706 26,80
2026-05-08 13F Pnc Financial Services Group, Inc. 1 541 102,76 177 103,45
2026-05-14 13F Baird Financial Group, Inc. 4 772 −24,78 548 −24,52
2026-04-06 13F GAMMA Investing LLC 231 0,00 27 0,00
2026-05-07 13F MONECO Advisors, LLC 93 169 11,23 10 706 11,64
2026-04-21 13F Laurel Oak Wealth Management, Llc 0 −100,00 0
2026-04-22 13F Pinnacle Bancorp, Inc. 488 0,00 56 1,82
2026-05-15 13F Manufacturers Life Insurance Company, The 63 910 87,45 7 344 88,14
2026-05-13 13F SRS Capital Advisors, Inc. 926 0,00 106 0,00
2026-04-07 13F Farther Finance Advisors, LLC 13 354 0,58 1 539 1,18
2026-05-05 13F Fusion Family Wealth LLC 1 677 074 2,99 192 713 3,36
2026-04-27 13F Truist Financial Corp 46 306 −0,09 5 321 0,28
2026-05-15 13F Cerity Partners LLC 385 638 0,49 44 314 0,85
2026-04-10 13F AssuredPartners Investment Advisors, LLC 13 511 −56,01 1 569 −55,40
2026-05-11 13F SCS Capital Management LLC 3 111 0,00 357 0,28
2026-02-02 13F Heritage Financial Services, LLC 1 996 0,00 229 3,64
2026-04-23 13F Intrua Financial, LLC 49 521 12,49 5 690 12,90
2026-04-10 13F Financial Partners Group, Inc 3 086 −7,91 355 −10,38
2026-05-05 13F Altium Investment Strategies LLC 5 245 621
2026-02-11 13F Rise Advisors, LLC 0 −100,00 0
2026-04-20 13F Sowell Financial Services LLC 5 791 665
2026-05-08 13F Forge Financial Services LLC 38 491 −0,15 4 423 0,23
2026-05-11 13F Atlas Legacy Advisors, LLC 198 206 8,37 22 776 8,76
2026-04-17 13F Ignite Planners, LLC 33 001 −0,43 3 792 −2,97
2026-05-05 13F Bank of New York Mellon Corp 1 690 687 71,62 194 277 72,24
2026-05-15 13F AlphaCore Capital LLC 1 184 0,00 136 0,74
2026-04-17 13F Signal Advisors Wealth, LLC 4 377 503
2026-04-21 13F Meridian Financial, LLC 23 803 36,49 2 735 37,02
2026-05-13 13F Principal Securities, Inc. 10 533 202,06 1 210 203,26
2026-04-17 13F United Advisor Group, LLC 4 854 −0,84 558 −0,54
2026-05-15 13F Royal Bank Of Canada 152 054 10,04 17 473 10,43
2026-04-08 13F Cadent Capital Advisors, LLC 169 173 31,42 19 440 31,89
2026-05-11 13F Aptus Capital Advisors, LLC 573 73,11 66 75,68
2026-05-12 13F IFG Advisory, LLC 0 −100,00 0
2026-05-05 13F Marks Group Wealth Management, Inc 2 520 0,00 290 0,35
2026-04-30 13F Private Trust Co Na 3 510 −0,20 403 0,25
2026-05-06 13F Zhang Financial LLC 1 741 200
2026-05-15 13F Morgan Stanley 3 289 045 4,25 377 944 4,62
2026-04-13 13F Amplius Wealth Advisors, LLC 13 220 13,47 1 519 13,87
2026-04-20 13F Gilbert Capital Group, Inc. 3 168 0,00 364 0,55
2026-05-07 13F Banta Asset Management Lp 8 920 1 025
2026-05-08 13F Russell Investments Group, Ltd. 41 64,00 5 100,00
2026-05-15 13F Gotham Asset Management, LLC 3 800 0,00 437 0,23
2026-05-06 13F Hartland & Co., LLC 0 −100,00 0
2026-04-22 13F Aspire Capital Advisors LLC 145 078 18,98 16 671 19,40
2026-04-10 13F Marshall Financial Group LLC 7 340 0,63 843 0,96
2026-05-14 13F Klingman & Associates, LLC 329 029 8,82 37 809 9,21
2026-05-08 13F Vanguard Advisers Inc 299 34
2026-04-17 13F Atlas Brown,Inc. 1 869 0,38 215 0,47
2026-04-22 13F Apollon Wealth Management, LLC 2 964 −26,85 341 −26,57
2026-04-10 13F Abound Wealth Management 431 13,42 50 13,95
2026-05-15 13F Wiley Bros.-aintree Capital, Llc 17 086 −6,30 1 959 −6,18
2026-04-15 13F Diligent Investors, LLC 3 022 −0,98 347 −0,57
2026-05-15 13F Perennial Investment Advisors, LLC 42 125 −0,51 4 841 −0,14
2026-01-26 13F Consolidated Portfolio Review Corp 0 −100,00 0
2026-04-22 13F Janney Montgomery Scott LLC 38 976 59,98 4 100,00
2026-05-14 13F Pennington Partners & Co., Llc 4 691 0,11 539 0,56
2026-05-15 13F Harbour Investments, Inc. 152 833 36,36 17 562 36,85
2026-04-17 13F Total Clarity Wealth Management, Inc. 78 687 3,16 9 042 3,53
2026-05-05 13F Oder Investment Management, LLC 2 577 0,19 296 0,68
2026-05-04 13F Savant Capital, LLC 6 284 45,63 722 46,15
2026-05-05 13F Atria Investments Llc 14 538 −8,25 1 671 −7,94
2026-05-11 13F Integrity Alliance, Llc. 2 133 0,38 245 0,82
2026-05-14 13F Jump Financial, LLC 0 −100,00 0
2026-04-08 13F Dynamic Advisor Solutions LLC 10 631 −1,34 1 222 −0,97
2026-02-11 13F Empowered Funds, LLC 0 −100,00 0
2026-04-30 13F Petix & Botte Co 51 488 −44,14 11 833 12,12
2026-05-15 13F MAI Capital Management 1 340 138,43 154 139,06
2026-04-14 13F Kozak & Associates, Inc. 586 597 2,01 69 952 3,04
2026-05-12 13F Reyes Financial Architecture, Inc. 20 2
2026-05-13 13F Lowery Thomas, Llc 1 856 0,38 213 0,95
2026-04-15 13F DAVENPORT & Co LLC 2 306 29,48 265 30,05
2026-04-22 13F Harbor Asset Planning, Inc. 37 578 6,35 4 318 6,70
2026-05-08 13F Creekmur Asset Management LLC 0 −100,00 0
2026-05-08 13F Atlantic Private Wealth, LLC 528 0,00 61 0,00
2026-05-13 13F Buckingham Strategic Partners 3 601 0,22 414 0,49
2026-04-30 13F Simplicity Wealth,LLC 22 778 15,58 2 617 16,00
2026-05-01 13F Sovran Advisors, LLC 1 869 −1,74 232 2,67
2026-05-13 13F Cetera Investment Advisers 1 091 140 25,54 125 383 25,99
2026-05-04 13F Autumn Glory Partners, LLC 37 234 4 279
2026-05-15 13F Advisor Group Holdings, Inc. 1 202 494 0,09 138 205 0,44
2026-05-16 13F Sunbelt Securities, Inc. 35 816 16,28 4 116 16,70
2026-05-15 13F Guardian Wealth Advisors, Llc / Nc 260 30
2026-04-24 13F Private Advisor Group, LLC 293 576 15,23 33 735 15,64
2026-04-29 13F Axxcess Wealth Management, Llc 234 702 −29,83 26 970 −29,58
2026-01-29 13F Concurrent Investment Advisors, LLC 32 725 63,75 3 747 69,43
2026-04-16 13F Capital Investment Advisors, LLC 2 221 0,23 255 0,79
2026-04-16 13F Evolve Private Wealth, Llc 5 144 −10,49 591 −10,18
2026-05-05 13F Sanctuary Advisors, LLC 193 233 10,62 22 204 11,01
2026-05-19 13F Sonoma Allocations LLC 97 079 −5,51 11 284 −7,34
2026-05-14 13F Cwm, Llc 4 046 26,08 465
2026-05-14 13F Rockefeller Capital Management L.P. 64 791 45,22 7 445 45,75
2026-05-15 13F Equitable Holdings, Inc. 532 466 50,99 60 967 50,99
2026-04-09 13F Secure Asset Management, LLC 10 738 13,62 1 234 13,96
2026-02-17 13F D. E. Shaw & Co., Inc. 0 −100,00 0
2026-05-11 13F Vantagepoint Investment Advisers Llc 2 160 662 −4,86 248 282 −4,52
2026-05-04 13F Rodgers & Associates, LTD 21 844 −1,60 2 510 −1,22
2026-05-15 13F Fmr Llc 15 470 11,87 1 778 12,26
2026-04-08 13F RVW Wealth, LLC 42 548 −2,06 4 889 −1,71
2026-04-21 13F Wedbush Securities Inc 5 110 127,01 1
2026-04-23 13F Harbor Investment Advisory, Llc 521 0,00 60 0,00
2026-05-06 13F LPL Financial LLC 6 598 106 12,39 758 188 12,79
2026-04-28 13F Integrated Advisors Network LLC 4 968 84,82 571 85,67
2026-04-17 13F Stewardship Advisors, LLC 318 852 2,02 36 639 2,38
2026-02-17 13F Tower Research Capital LLC (TRC) 0 −100,00 0
2026-05-14 13F Redwood Financial Network Corp 10 729 2,86 1 233 3,18
2026-05-14 13F Gts Securities Llc 7 978 917
2026-05-01 13F Mission Hills Financial Advisory, LLC 67 427 1,81 7 748 2,16
2026-05-11 13F Savvy Advisors, Inc. 1 898 218
2026-05-13 13F Lantern Wealth Advisors, LLC 2 156 248
2026-05-04 13F Optima Capital Llc 40 705 36,33 4 677 36,83
2026-05-13 13F O'shaughnessy Asset Management, Llc 210 0,00 24 0,00
2026-05-14 13F Gwn Securities Inc. 2 758 −9,99 317 −9,43
2026-04-13 13F Kmg Fiduciary Partners, Llc 9 146 0,49 1 051 0,77
2026-02-12 13F Commonwealth Equity Services, Llc 759 448 −0,54 86 957 103 419,05
2026-05-01 13F International Assets Investment Management, Llc 157 0,00 18 5,88
2026-04-24 13F Tcfg Wealth Management, Llc 21 791 3,15 2 504 3,56
2026-04-29 13F/A Perryman Financial Advisory Inc /ad 9 627 251,74 1 106 253,35
2026-04-21 13F Retirement Planning Group, Llc / Ny 79 036 12,39 9 082 12,81
2026-05-15 13F Vestmark Advisory Solutions, Inc. 28 819 −1,53 3 312 −1,19
2026-01-29 13F Comerica Bank 11 219 12,77 1 285 16,73
2026-04-22 13F Asset Allocation Strategies LLC 256 235 8,61 29 444 9,00
2026-05-11 13F High Note Wealth, LLC 14 0,00 2 0,00
2026-05-15 13F Integrated Wealth Concepts LLC 37 885 87,01 4 353 87,71
2026-04-29 13F Resonant Capital Advisors, LLC 72 877 2,64 8 374 3,01
2026-04-15 13F Nations Financial Group Inc, /ia/ /adv 17 261 −10,58 1 984 −10,27
2026-05-05 13F UBS Group AG 527 361 −2,59 60 599 −2,24
2026-05-07 13F Legacy Wealth Managment, LLC/ID 0 −100,00 0
2026-05-13 13F Ubs Asset Management Americas Inc 528 61
2026-05-15 13F Keating Financial Advisory Services, Inc. 19 137 86,83 2 199 87,63
2026-04-23 13F OakTrust Wealth Advisors, LLC 0 −100,00 0
2026-05-05 13F LeClair Wealth Partners LLC 140 791 16 178
2026-04-14 13F Lockerman Financial Group, Inc. 2 698 2,82 310 3,33
2026-02-13 13F Y-Intercept (Hong Kong) Ltd 0 −100,00 0
2026-04-21 13F Founders Capital Management 5 0,00 1
2026-04-21 13F Pinnacle Associates Ltd 2 380 0,00 273 0,37
2026-05-12 13F Invesco Ltd. 10 484 128 16,47 1 204 731 16,89
2026-01-12 13F CVA Family Office, LLC 0 −100,00 0
2026-05-13 13F Brinker Capital Investments, LLC 0 −100,00 0
2026-05-13 13F Garden State Investment Advisory Services LLC 56 976 3,96 6 549 4,35
2026-04-27 13F Denver Wealth Management, Inc. 168 293 5,44 19 339 5,82
2026-04-08 13F Wealth Enhancement Advisory Services, Llc 49 548 −46,79 5 727 −47,63
2026-05-12 13F Ameritas Advisory Services, LLC 3 204 368
2026-05-15 13F Brown Advisory Inc 3 223 0,37 370 0,82
2026-04-17 13F Cora Capital Advisors Llc 4 522 0,00 520 0,39
2026-05-01 13F Holistic Planning, LLC 12 338 −0,61 1 418 −0,28
2026-01-21 13F Future Financial Wealth Managment LLC 0 −100,00 0
2026-04-28 13F Golden State Wealth Management, LLC 16 613 −9,79 1 909 −9,44
2026-05-06 13F Bartlett & Co. Wealth Management Llc 574 0,00 71 7,69
2026-02-17 13F Snowden Capital Advisors LLC 8 516 2,99 975 6,56
2026-04-15 13F Parsons Capital Management Inc/ri 2 760 0,00 317 0,32
2026-05-12 13F Strategic Wealth Partners, Ltd. 4 0,00 0
2026-05-13 13F/A Jpmorgan Chase & Co 162 546 12,15 18 304 10,30
2026-05-07 13F Florida Financial Advisors, Llc 0 −100,00 0
2026-02-12 13F Beacon Capital Management, Inc. 0 −100,00 0
2026-05-15 13F Qube Research & Technologies Ltd 40 377 73,91 4 640 74,53
2026-02-06 13F Tortoise Investment Management, LLC 0 −100,00 0
2026-04-28 13F Stratos Wealth Partners, LTD. 157 708 13,56 18 122 13,97
2026-05-14 13F Modern Wealth Management, LLC 16 410 1 891
2026-04-14 13F Nova Wealth Management, Inc. 7 507 33,86 863 34,27
2026-02-06 13F Gsa Capital Partners Llp 0 −100,00 0
2026-02-17 13F Citadel Advisors Llc 0 −100,00 0
2026-04-28 13F LWM Advisory Services, LLC 6 444 −47,60 740 −47,44
2026-05-12 13F Hilltop Partners LLC 2 693 −0,41 309 0,00
2026-04-24 13F MOR Wealth Management, LLC 5 263 −8,41 605 −8,07
2026-04-09 13F Key Client Fiduciary Advisors, LLC 21 284 1,89 2 446 2,26
2026-05-04 13F Glassman Wealth Services 745 0,00 86 0,00
2026-05-14 13F We Are One Seven, LLC 25 529 2 934
2026-04-29 13F WealthPlan Investment Management, LLC 9 474 1 089
2026-05-06 13F TCFG Investment Advisors, LLC 21 791 2 504
2026-05-08 13F Steward Partners Investment Advisory, Llc 64 752 0,84 7 441 1,20
2026-05-14 13F Loomis Sayles & Co L P 10 899 1 252
2026-04-24 13F Essex Financial Services, Inc. 41 191 7,84 4 733 8,23
2026-04-23 13F Caliber Wealth Management, LLC / KS 2 017 0,00 232 0,43
2026-05-14 13F Jacobi Capital Management LLC 2 197 −2,74 252 −2,33
2026-05-15 13F Ameriprise Financial Inc 3 951 429 4,80 454 306 5,20
2026-05-19 13F Western Wealth Management, LLC 66 814 −0,14 7 678 0,22
2026-05-12 13F Anfield Capital Management, LLC 170 0,00 19 0,00
2026-04-28 13F Belpointe Asset Management LLC 9 038 4,35 1 039 4,74
2026-05-08 13F Rik Saylor Financial, Inc. 18 911 13,27 2 173 13,71
2026-05-14 13F Greenline Wealth Management LLC 0 −100,00 0
2026-04-28 13F Retirement Financial Solutions, Llc 50 787 0,07 5 836 0,43
2026-05-13 13F Mariner, LLC 196 050 −3,40 22 528 −3,06
2026-04-02 13F Aspect Partners, LLC 2 652 0,00 305 0,33
2026-04-15 13F Retireful, LLC 0 −100,00 0
2026-04-17 13F Wealth Management Partners, LLC 45 355 −5,02 5 212 −4,68
2026-05-15 13F Silvercrest Asset Management Group Llc 3 047 0,00 350 0,57
2026-02-11 13F Parallel Advisors, LLC 36 0,00 4 33,33
2026-05-15 13F IHT Wealth Management, LLC 24 980 −0,49 2 870 −0,14
2026-04-27 13F Sound Income Strategies, LLC 2 404 2,69 277 0,36
2026-05-14 13F Allworth Financial LP 1 249 240 −0,98 143 550 −0,63
2026-04-14 13F Prospera Financial Services Inc 18 328 10,33 2 107 10,73
2026-04-27 13F PAX Financial Group, LLC 33 505 3 850
2026-05-11 13F Oxford Wealth Group, LLC 46 355 −13,43 5 327 −13,13
2026-04-27 13F Mount Yale Investment Advisors, LLC 28 857 −1,74 3 316 −1,40
2026-05-14 13F Pacific Financial Group Inc 1 849 212
2026-05-04 13F Envestnet Asset Management Inc 297 540 88,60 34 190 89,28
2026-05-15 13F/A Independent Financial Group, Llc 31 351 40,74 3 602 41,25
2026-05-14 13F Mcguire Capital Advisors Inc 0 −100,00 0
2026-05-15 13F Bank Of America Corp /de/ 2 194 937 0,25 252 220 0,61
2026-04-30 13F Kestra Advisory Services, LLC 468 418 9,27 53 826 9,66
2026-04-15 13F LongView Wealth Management 1 700 0,00 204 1,50
2026-05-14 13F Raymond James Financial Inc 1 009 372 12,85 115 987 13,26
2026-05-15 13F Everest Financial Group LLC 249 841 4,55 28 709 4,93
2026-04-24 13F Key FInancial Inc 8 784 23,11 1 009 23,65
2026-05-06 13F Ritter Daniher Financial Advisory LLC / DE 3 599 6,51 414 6,99
2026-04-14 13F Nbc Securities, Inc. 1 306 3,98 150 4,90
2026-04-22 13F Cornerstone Wealth Group, LLC 3 504 426
2026-04-15 13F Merit Financial Group, LLC 188 740 7,70 21 688 8,09
2026-02-06 13F GPS Wealth Strategies Group, LLC 0 −100,00 0
2026-05-06 13F DecisionPoint Financial, LLC 0 −100,00 0
2026-05-04 13F Archer Investment Corp 72 −72,52 8 −72,41
2026-05-05 13F Capital Investment Advisory Services, LLC 229 0,00 26 0,00
2026-05-04 13F Flaharty Asset Management, LLC 5 266 −1,57 605 −1,14
2026-05-04 13F Sigma Planning Corp 5 450 44,72 626 45,24
2026-05-15 13F Mercer Global Advisors Inc /adv 7 479 17,06 859 17,51
2026-05-15 13F Advisory Services Network, LLC 20 436 308,56 2 348 310,49
2026-05-15 13F Goldman Sachs Group Inc 213 662 23,91 24 552 24,36
2026-05-04 13F Nwam Llc 51 825 0,13 5 955 −2,87
2026-04-10 13F Armstrong Advisory Group, Inc 4 859 0,00 558 0,36
2026-04-17 13F BCS Wealth Management 0 −100,00 0
2026-04-30 13F Money Concepts Capital Corp 15 903 −66,92 1 827 −66,81
2026-05-01 13F Valmark Advisers, Inc. 2 008 231
2026-05-14 13F StoneX Group Inc. 2 501 33,96 287 34,74
2026-04-15 13F Signature Estate & Investment Advisors Llc 2 846 0,35 327 0,93
2026-04-28 13F WJ Wealth Management, LLC 43 168 4 960
2026-05-01 13F Kraft, Davis & Associates, LLC 85 150 −13,75 10 539 −9,46
2026-05-13 13F Bank Of Montreal /can/ 3 195 19,89 367 20,33
2026-02-05 13F Bessemer Group Inc 0 −100,00 0
2026-05-06 13F Main Street Group, LTD 2 803 −2,91 322 −2,42
2026-05-12 13F Thoroughbred Financial Services, Llc 209 642 1,89 24 4,35
2026-02-13 13F Colony Group, LLC 36 371 −5,39 4 165 −2,12
2026-05-04 13F Geneos Wealth Management Inc. 74 798 5,25 8 595 5,63
2026-04-15 13F Fifth Third Securities, Inc. 15 884 6,03 1 825 6,41
2026-05-07 13F Pacific Sun Financial Corp 3 182 0,63 366 0,83
2026-05-28 13F Cozad Asset Management Inc 6 281 0,08 722 0,42
2026-02-04 13F Summit Wealth Group Llc / Co 0 −100,00 0 −100,00
2026-05-08 13F Atlantic Family Wealth, Llc 2 872 0,00 330 0,61
2026-04-13 13F IFP Advisors, Inc 66 88,57 8 75,00
2026-05-15 13F Aqr Capital Management Llc 20 921 0,00 2 404 0,38
2026-04-28 13F Kingswood Wealth Advisors, Llc 55 082 −8,89 6 329 −8,57
2026-04-28 13F Stephens Inc /ar/ 3 700 65,77 425 66,67
2026-05-14 13F Level Four Advisory Services, Llc 9 770 −2,01 1 123 −1,67
2026-04-27 13F Pensionmark Financial Group, Llc 38 506 2,09 4 425 2,45
2026-04-30 13F Titleist Asset Management, Llc 12 461 1 432
2026-05-12 13F Daybright Advisory Services, Inc. 10 222 −18,14 1 175 −17,84
2026-04-07 13F CoreCap Advisors, LLC 110 13
2026-04-23 13F J.w. Cole Advisors, Inc. 12 021 1,93 1 381 3,29
2026-05-05 13F Cullen/frost Bankers, Inc. 161 18
2026-05-11 13F Carbahal Olsen Financial Services Group, LLC 1 774 204
2026-05-12 13F CBIZ Investment Advisory Services, LLC 116 0,00 13 0,00
2026-05-13 13F Federation des caisses Desjardins du Quebec 1 093 126
2026-05-15 13F Solano Wealth Investment Advisors LLC 18 553 −1,98 2 132 −1,66
2026-04-29 13F Envestnet Portfolio Solutions, Inc. 0 −100,00 0
2026-05-13 13F Franklin Resources Inc 826 95
2026-01-16 13F Crowley Wealth Management, Inc. 0 −100,00 0
2026-04-17 13F RFG Advisory, LLC 4 168 23,28 479 23,51
2026-05-13 13F Mpwm Advisory Solutions, Llc 0 −100,00 0
2026-05-12 13F Fiera Capital Corp 10 158 0,00 1 167 0,34
2026-05-13 13F AE Wealth Management LLC 48 701 11,27 5 596 11,67
2026-05-01 13F Thrivent Financial For Lutherans 24 681 0,71 3 0,00
2026-05-07 13F Scarborough Advisors, LLC 264 701 9,63 30 417 10,02
2026-05-18 13F Arkadios Wealth Advisors 13 890 384,31 1 596 386,59
2026-05-13 13F Natixis Advisors, L.p. 16 221 2
2026-05-15 13F Change Path, LLC 1 992 229
2026-05-15 13F Larson Financial Group LLC 30 0,00 3 0,00
2026-05-20 13F SOA Wealth Advisors, LLC. 75 0,00 9 0,00
2026-04-27 13F Tanglewood Legacy Advisors, LLC 284 639 4,17 32 708 4,54
2026-05-11 13F Wells Fargo & Company/mn 785 747 1,43 90 290 1,79
2026-04-30 13F Cambridge Investment Research Advisors, Inc. 158 316 21,16 18 28,57
2026-05-15 13F Susquehanna International Group, Llp 4 538 −7,67 521 −7,30
2026-05-14 13F Renaissance Technologies Llc 0 −100,00 0
2026-04-24 13F UMA Financial Services, Inc. 9 0,00 1 0,00
2026-05-04 13F N.E.W. Advisory Services LLC 120 0,84 14 0,00
2026-05-12 13F Absolute Capital Management, LLC 46 687 0,31 5 365 0,66
2026-05-13 13F Argent Trust Co 2 009 231
2026-04-22 13F Patriot Financial Group Insurance Agency, LLC 13 572 104,74 1 560 105,67
2026-05-12 13F Operose Advisors LLC 475 0,00 55 0,00
2026-04-17 13F AdvisorNet Financial, Inc 42 232 0,64 4 853 1,00
2026-05-04 13F TFR Capital, LLC. 90 373 0,62 10 385 0,98
2026-04-14 13F Wealthcare Advisory Partners LLC 105 073 15,00 12 074 15,41
2026-05-11 13F Aprio Wealth Management, LLC 3 265 0,00 375 0,54
2026-05-13 13F Ameritas Investment Partners, Inc. 13 649 940,32 1 568 945,33
2026-05-05 13F Blue Water Asset Management 140 791 −1,32 16 178 −0,97
2026-04-13 13F GoalVest Advisory LLC 332 48,88 38 52,00
2026-04-23 13F Marmo Financial Group, LLC 1 828 −2,14 210 −1,41
2026-04-13 13F Wolff Wiese Magana Llc 130 0,00 15 0,00
2026-05-11 13F Great Valley Advisor Group, Inc. 14 703 11,39 1 690 11,78
2026-02-12 13F Grey Fox Wealth Advisors, LLC 0 −100,00 0
2026-05-11 13F Citigroup Inc 17 872 12,27 2 054 12,68
2026-04-09 13F Tompkins Financial Corp 39 242 −2,19 4 509 −1,83
2026-04-13 13F Creative Financial Designs Inc /adv 13 164 1 513
2026-04-24 13F Michels Family Financial, LLC 2 943 4,81 338 5,30
2026-05-12 13F Kovack Advisors, Inc. 6 432 4,86 741 5,56
2026-02-26 13F Anchor Investment Management, LLC 0 −100,00 0
2026-04-23 13F Oppenheimer & Co Inc 2 146 0,28 247 0,41
2026-05-15 13F Legacy Capital Wealth Partners, LLC 78 707 8,54 8 363 9,62
How Much do you Like Fintel?
Please share your opinion of our service!
Excellent Bad
Other Listings
US:RWL 127,03 US$
Fintel data has been cited in the following publications:
Daily Mail Fox Business Business Insider Wall Street Journal The Washington Post Bloomberg Financial Times Globe and Mail
NASDAQ.com Reuters The Guardian Associated Press FactCheck.org Snopes Politifact
Federal Register The Intercept Forbes Fortune Magazine TheStreet Time Magazine Canadian Broadcasting Corporation International Business Times
Cambridge University Press Investopedia MarketWatch NY Daily News Entrepreneur Newsweek Barron's El Economista