AOA - iShares Trust - iShares Core 80/20 Aggressive Allocation ETF Aktier - Aktiekurs, institutionellt ägande, aktieägare (ARCA)

iShares Trust - iShares Core 80/20 Aggressive Allocation ETF
US ˙ ARCA ˙ US4642898591

Grundläggande statistik
Institutionella ägare 362 total, 362 long only, 0 short only, 0 long/short - change of 3,71% MRQ
Genomsnittlig portföljallokering 0.1925 % - change of 3,97% MRQ
Institutionella aktier (lång) 9 418 536 (ex 13D/G) - change of 0,52MM shares 5,82% MRQ
Institutionellt värde (lång) $ 538 997 USD ($1000)
Institutionellt ägande och aktieägare

iShares Trust - iShares Core 80/20 Aggressive Allocation ETF (US:AOA) har 362 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 9,418,536 aktier. Största aktieägare inkluderar NorthStar Asset Management LLC /NJ/, Rockefeller Capital Management L.P., CX Institutional, Assetmark, Inc, GPTCX - GuidePath(R) Conservative Allocation Fund Service Shares, LPL Financial LLC, Cambridge Investment Research Advisors, Inc., Mesirow Financial Investment Management, Inc., Warren Averett Asset Management, LLC, and Jim Saulnier & Associates, Llc .

iShares Trust - iShares Core 80/20 Aggressive Allocation ETF (ARCA:AOA) 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%.

The share price as of September 5, 2025 is 86,07 / share. Previously, on September 9, 2024, the share price was 75,63 / share. This represents an increase of 13,80% over that period.

AOA / iShares Trust - iShares Core 80/20 Aggressive Allocation ETF Institutional Ownership
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.

Institutionell sälj/köp-kvot

Förutom att rapportera vanliga eget kapital- och skuldemissioner måste institutioner med mer än 100MM tillgångar under förvaltning också avslöja sina innehav av sälj- och köpoptioner. Eftersom säljoptioner i allmänhet indikerar ett negativt sentiment och köpoptioner indikerar ett positivt sentiment, kan vi få en uppfattning om det övergripande institutionella sentimentet genom att plotta förhållandet mellan säljoptioner och köpoptioner. Diagrammet till höger visar det historiska förhållandet mellan sälj- och köpoptioner för detta instrument.

Genom att använda sälj/köp-kvoten som en indikator på aktieägarnas sentiment undviker man en av de största bristerna med att använda det totala institutionella ägandet, nämligen att en betydande del av de förvaltade tillgångarna investeras passivt för att följa index. Passivt förvaltade fonder köper vanligtvis inte optioner, så indikatorn för sälj/köp-kvoten ger en bättre bild av stämningen i aktivt förvaltade fonder.

AOA / iShares Trust - iShares Core 80/20 Aggressive Allocation ETF Historical Put/Call Ratio
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
(%)
2025-07-29 13F MPS Loria Financial Planners, LLC 8 343 1,61 696 10,67
2025-07-15 13F Cora Capital Advisors Llc 2 617 0,00 218 9,00
2025-08-11 13F Summit Wealth Partners, LLC 16 429 4,63 1 370 14,07
2025-08-13 13F Per Stirling Capital Management, LLC. 13 571 3,94 1 132 13,33
2025-07-07 13F Retirement Wealth Solutions LLC 132 0,00 11 10,00
2025-07-16 13F Signaturefd, Llc 2 067 −0,43 172 8,86
2025-08-14 13F Visionary Wealth Advisors 19 722 0,05 1 645 9,09
2025-07-16 13F/A CX Institutional 476 798 58 402,82 40
2025-07-22 13F Aquire Wealth Advisors, LLC 6 170 7,19 515 16,82
2025-07-31 13F Buckingham Strategic Partners 66 168 3,05 5 518 12,34
2025-08-01 13F Gwn Securities Inc. 5 123 −21,14 429 −13,51
2025-08-06 13F North Capital, Inc. 153 5,52 13 9,09
2025-08-12 13F Fca Corp /tx 2 763 230
2025-08-26 13F/A Thrivent Financial For Lutherans 0 −100,00 0 −100,00
2025-07-08 13F Choice Wealth Advisors, LLC 3 525 −0,09 294 8,92
2025-07-17 13F Worth Financial Advisory Group, LLC 15 873 −2,24 1 324 6,52
2025-08-12 13F Steward Partners Investment Advisory, Llc 10 145 1,53 846 10,73
2025-08-14 13F Raymond James Financial Inc 36 133 −18,11 3 013 −10,73
2025-07-30 13F Klingman & Associates, LLC 7 254 19,33 605 29,89
2025-08-05 13F BCGM Wealth Management, LLC 4 247 −0,07 354 8,92
2025-08-07 13F Allworth Financial LP 31 218 −0,47 2 604 9,42
2025-08-13 13F VestGen Advisors, LLC 7 099 0,00 592 9,02
2025-08-19 13F Delos Wealth Advisors, LLC 12 1
2025-08-04 13F Creative Financial Designs Inc /adv 0 −100,00 0
2025-08-14 13F Ancora Advisors, LLC 32 0,00 3 0,00
2025-08-14 13F Mml Investors Services, Llc 4 738 14,61 0
2025-08-12 13F Weitzel Financial Services, Inc. 6 620 28,72 559 45,95
2025-08-01 13F Logan Capital Management Inc 0 −100,00 0
2025-07-08 13F Zrc Wealth Management, Llc 1 180 0,34 98 10,11
2025-05-16 13F Coppell Advisory Solutions LLC 0 −100,00 0
2025-07-30 13F Princeton Global Asset Management LLC 63 0,00 5 25,00
2025-07-09 13F Dynamic Advisor Solutions LLC 19 522 73,68 1 628 89,52
2025-08-13 13F RFP Financial Group LLC 5 972 −1,37 498 7,56
2025-07-11 13F SILVER OAK SECURITIES, Inc 3 397 283
2025-08-12 13F NorthStar Asset Management LLC /NJ/ 2 194 158 −0,13 2 221 −8,83
2025-08-18 13F/A National Bank Of Canada /fi/ 2 404 −1,64 200 7,53
2025-07-14 13F GAMMA Investing LLC 495 0,00 41 10,81
2025-07-15 13F Family Wealth Partners, Llc 2 896 −6,04 242 2,55
2025-08-08 13F Kingsview Wealth Management, LLC 6 911 4,35 576 13,83
2025-08-19 13F Advisory Services Network, LLC 9 580 45,09 800 58,22
2025-08-14 13F TCG Advisory Services, LLC 0 −100,00 0
2025-08-13 13F Transce3nd, LLC 435 −5,84 36 2,86
2025-07-17 13F Halbert Hargrove Global Advisors, Llc 3 595 −1,26 300 7,55
2025-07-22 13F Ellenbecker Investment Group 136 981 6,61 11 424 16,23
2025-08-04 13F Mesirow Financial Investment Management, Inc. 155 076 −6,98 12 933 1,41
2025-08-14 13F Comerica Bank 3 306 0,30 276 9,13
2025-07-22 13F Duncan Williams Asset Management, LLC 9 297 775
2025-08-08 13F Cetera Investment Advisers 131 901 15,72 11 000 26,16
2025-08-14 13F Old Mission Capital Llc 0 −100,00 0
2025-08-14 13F Fmr Llc 5 088 41,49 424 54,18
2025-08-05 13F Carolinas Wealth Consulting Llc 0 −100,00 0 −100,00
2025-08-12 13F Winnow Wealth Llc 0 −100,00 0 −100,00
2025-08-12 13F LPL Financial LLC 172 088 7,51 14 352 17,21
2025-07-17 13F Paradigm Financial Partners, Llc 7 343 −11,07 612 −3,01
2025-07-17 13F Patton Albertson Miller Group, Llc 103 591 −5,05 8 639 3,51
2025-08-29 13F Centaurus Financial, Inc. 2 750 0,00 0
2025-07-10 13F Wealth Enhancement Advisory Services, Llc 45 185 −25,40 3 768 −18,69
2025-08-14 13F Keebeck Wealth Management, LLC 2 407 201
2025-07-29 13F Aspiriant, Llc 12 688 81,83 1 058 98,50
2025-08-11 13F HighTower Advisors, LLC 13 299 39,86 1 109 52,54
2025-08-12 13F Cornerstone Wealth Management, LLC 5 079 1,05 424 10,16
2025-08-01 13F Rossby Financial, LCC 13 0,00 1
2025-08-14 13F Harvest Investment Services, LLC 4 061 −0,42 339 8,68
2025-08-14 13F McIlrath & Eck, LLC 233 23,28 19 35,71
2025-07-15 13F Sightline Wealth Advisors, LLC 2 618 218
2025-07-31 13F Richards, Merrill & Peterson, Inc. 0 −100,00 0
2025-07-22 13F Unique Wealth, Llc 76 677 7,99 6 395 17,73
2025-07-23 13F Mainsail Asset Management, Llc 13 074 1,67 1 090 10,89
2025-07-17 13F Janney Montgomery Scott LLC 6 166 56,50 1
2025-07-09 13F Westshore Wealth, LLC 4 683 0,00 391 8,94
2025-07-18 13F Philip James Wealth Mangement, LLC 3 252 −1,36 271 7,54
2025-08-14 13F Diversify Wealth Management, Llc 3 704 13,90 316 26,51
2025-08-11 13F TD Waterhouse Canada Inc. 534 0,00 44 10,00
2025-07-14 13F Acropolis Investment Management, LLC 3 643 0,30 304 9,39
2025-08-13 13F Northwestern Mutual Wealth Management Co 4 481 −26,29 374 −19,78
2025-08-11 13F FSA Wealth Management LLC 241 0,00 22 5,00
2025-07-25 13F Concurrent Investment Advisors, LLC 11 337 946
2025-07-25 13F Atria Wealth Solutions, Inc. 7 148 49,10 596 62,84
2025-07-31 13F Brighton Jones Llc 8 802 2,52 734 11,89
2025-08-14 13F Abound Financial, Llc 2 417 0,33 202 9,24
2025-07-29 13F TrueMark Investments, LLC 0 −100,00 0
2025-08-04 13F Spire Wealth Management 88 0,00 7 16,67
2025-08-13 13F Capital Analysts, Inc. 225 0
2025-05-12 13F C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0 −100,00 0 −100,00
2025-07-24 13F Eastern Bank 2 060 300,00 172 338,46
2025-09-04 13F/A Advisor Group Holdings, Inc. 56 088 −11,58 4 680 −3,56
2025-08-05 13F Peregrine Asset Advisers, Inc. 22 549 −0,75 1 881 8,17
2025-07-22 13F Mascoma Wealth Management LLC 2 275 −1,56 190 7,39
2025-07-14 13F Buttonwood Financial Group, LLC 22 908 −0,14 1 895 14,17
2025-08-15 13F CI Private Wealth, LLC 21 910 −0,20 1 827 8,81
2025-08-13 13F Nicolet Advisory Services, Llc 12 525 −3,63 1 036 10,21
2025-07-18 13F Trilogy Capital Inc. 36 349 21,97 3 032 33,00
2025-08-05 13F Integrity Financial Corp /WA 6 741 −10,11 562 −1,92
2025-07-02 13F Boston Standard Wealth Management, LLC 7 887 10,60 658 23,45
2025-08-13 13F Maia Wealth LLC 8 195 1,06 683 13,64
2025-07-09 13F Westmount Partners, LLC 24 330 1,35 2 029 10,51
2025-08-13 13F Wealthedge Investment Advisors, Llc 13 584 14,11 1 133 24,40
2025-08-06 13F Columbia River Financial Group, LLC 3 160 5,33 0
2025-07-23 13F Secured Retirement Advisors, Llc 4 394 −4,50 366 4,27
2025-07-30 13F Insight Advisors, LLC/ PA 10 000 −4,67 834 3,87
2025-08-11 13F One Capital Management, LLC 11 116 −50,50 927 −46,01
2025-07-24 13F Blair William & Co/il 1 059 4,75 88 14,29
2025-08-12 13F Proequities, Inc. 0 0
2025-05-02 13F Capital A Wealth Management, LLC 2 891 −60,14 221 −60,18
2025-08-04 13F L.m. Kohn & Company 3 256 7,28 272 16,81
2025-05-02 13F Whittier Trust Co Of Nevada Inc 0 −100,00 0
2025-07-28 13F BRYN MAWR TRUST Co 406 34
2025-07-11 13F Annex Advisory Services, LLC 2 581 −12,48 215 −4,44
2025-08-14 13F Gould Capital, LLC 4 821 −4,74 402 3,88
2025-05-12 13F Independent Advisor Alliance 0 −100,00 0
2025-07-08 13F Nbc Securities, Inc. 612 84,89 0
2025-08-13 13F Tobias Financial Advisors, Inc. 17 640 10,68 1 471 20,67
2025-08-08 13F Avantax Advisory Services, Inc. 5 150 0,18 430 9,16
2025-08-14 13F Harwood Advisory Group, LLC 39 −48,00 3 −40,00
2025-07-18 13F GEN Financial Management, INC. 7 906 −29,18 659 −22,74
2025-08-04 13F Jim Saulnier & Associates, Llc 146 993 34,33 12 259 46,45
2025-07-31 13F Ballast Advisors Llc 33 0,00 3 0,00
2025-07-21 13F Old Second National Bank Of Aurora 205 0,00 17 13,33
2025-07-18 13F SimpliFi, Inc. 7 034 −1,88 587 6,93
2025-08-08 13F Foundations Investment Advisors, LLC 113 741 30,45 9 486 42,22
2025-07-15 13F Legacy Financial Group LLC 83 115 −1,85 6 932 7,01
2025-08-14 13F Great Valley Advisor Group, Inc. 3 067 255
2025-08-14 13F Bank Of America Corp /de/ 123 088 −7,16 10 266 1,22
2025-07-15 13F Mather Group, Llc. 0 −100,00 0
2025-08-13 13F Plan Group Financial, LLC 15 666 −9,69 1 307 −1,58
2025-08-12 13F Nemes Rush Group LLC 106 0,95 9 0,00
2025-07-15 13F tru Independence LLC 2 925 244
2025-08-14 13F Eight 31 Financial Llc 6 100 0,64 509 9,72
2025-08-19 13F Cape Investment Advisory, Inc. 6 362 5,00 531 14,47
2025-08-06 13F Adviser Investments LLC 24 989 0,10 2 084 9,17
2025-08-13 13F Strategic Family Wealth Counselors, L.L.C. 6 307 64,63 526 79,52
2025-08-12 13F New Republic Capital, LLC 2 385 4,24 199 13,14
2025-08-11 13F Advisor Resource Council 0 −100,00 0
2025-08-05 13F EPG Wealth Management LLC 0 −100,00 0
2025-07-16 13F Arkansas Financial Group, Inc. 2 441 202
2025-08-15 13F Morgan Stanley 135 515 −33,35 11 302 −27,34
2025-08-06 13F Modera Wealth Management, LLC 7 220 4,17 602 13,58
2025-08-11 13F Regal Investment Advisors LLC 5 762 0,47 481 9,59
2025-08-12 13F Horizon Financial Services, Llc 54 0,00 5 0,00
2025-04-28 13F Strategic Financial Concepts, LLC 0 −100,00 0 −100,00
2025-07-25 13F Courage Miller Partners, LLC 8 301 −1,50 692 7,45
2025-07-18 13F Swp Financial Llc 4 155 0,00 347 9,15
2025-07-29 13F Private Trust Co Na 18 2
2025-08-07 13F Montag A & Associates Inc 1 036 0,00 86 8,86
2025-07-18 13F Client 1st Advisory Group, Llc 3 316 −9,03 277 −0,72
2025-08-08 13F Creative Planning 18 798 39,14 1 568 51,69
2025-04-15 13F Corrigan Financial, Inc. 16 475 5,58 1 260 5,44
2025-07-11 13F Diversified Trust Co 10 046 −12,54 838 −4,67
2025-08-14 13F Financial Strategies Group, Inc. 3 847 −20,29 320 −10,89
2025-08-14 13F Warren Averett Asset Management, LLC 147 980 2,47 12 342 11,71
2025-08-04 13F Syverson Strege & Co 22 693 −4,74 1 893 3,84
2025-08-12 13F Fidato Wealth LLC 8 429 3,75 703 13,04
2025-08-11 13F Private Advisor Group, LLC 17 852 14,38 1 489 24,73
2025-08-08 13F Pnc Financial Services Group, Inc. 1 201 −11,76 100 −3,85
2025-08-11 13F Western Wealth Management, LLC 4 967 0,28 414 9,52
2025-07-18 13F Naples Global Advisors, Llc 2 701 0,00 225 9,22
2025-08-04 13F Creekmur Asset Management LLC 47 2,17 4 0,00
2025-07-22 13F Iron Horse Wealth Management, LLC 72 0,00 6 20,00
2025-08-11 13F Citigroup Inc 1 200 0,00 100 9,89
2025-08-05 13F Marion Wealth Management 7 130 −14,50 595 −6,75
2025-08-14 13F Integrated Wealth Concepts LLC 9 175 1,01 765 10,23
2025-07-15 13F Garrett Investment Advisors LLC 19 267 0,00 1 607 9,03
2025-08-11 13F Pineridge Advisors LLC 45 0,00 4 0,00
2025-07-30 13F Brookstone Capital Management 22 833 −0,26 1 904 8,74
2025-07-30 13F Evermay Wealth Management Llc 14 −41,67 1 0,00
2025-08-05 13F Integrity Wealth Solutions LLC 6 384 11,53 532 21,74
2025-08-07 13F Topel & Distasi Wealth Management, LLC 6 637 −3,35 554 5,33
2025-08-14 13F Aprio Wealth Management, LLC 2 991 0,30 249 9,21
2025-07-25 13F Sovereign Financial Group, Inc. 5 411 −1,06 451 7,89
2025-08-04 13F Hantz Financial Services, Inc. 0 −100,00 0
2025-08-13 13F West Wealth Group, LLC 5 902 −7,54 496 1,23
2025-07-14 13F ABLE Financial Group, LLC 7 151 16,98 596 27,62
2025-07-17 13F Tempus Wealth Planning, LLC 16 405 1,77 1 368 10,95
2025-08-08 13F Capital Investment Advisory Services, LLC 27 0,00 2 0,00
2025-08-07 13F Resources Investment Advisors, LLC. 13 516 38,36 1 127 50,87
2025-04-23 13F Financial Life Planners 0 −100,00 0
2025-08-04 13F Assetmark, Inc 267 559 −3,01 22 314 5,73
2025-05-15 13F Glenmede Trust Co Na 79 6
2025-08-08 13F Thoroughbred Financial Services, Llc 9 741 −31,48 1 −100,00
2025-07-23 13F Somnio Financial Group, LLC 25 246 12,41 2 105 22,38
2025-07-23 13F Sax Wealth Advisors, Llc 4 069 11,21 339 21,51
2025-07-17 13F Lazari Capital Management, Inc. 0 −100,00 0
2025-07-28 13F Mutual Advisors, LLC 35 091 3,50 2 968 14,91
2025-07-15 13F Fortitude Family Office, LLC 111 0,91 9 12,50
2025-08-12 13F BlueStem Wealth Partners, LLC 13 599 0,00 1 134 9,04
2025-08-14 13F Napa Wealth Management 2 398 200
2025-08-12 13F Financial Advocates Investment Management 71 266 2,90 5 944 12,17
2025-08-14 13F Susquehanna International Group, Llp 24 385 269,92 2 034 303,37
2025-08-12 13F Archvest Wealth Advisors, Inc. 52 050 −1,18 4 341 7,72
2025-04-21 13F ORG Partners LLC 0 −100,00 0
2025-07-17 13F Capital Insight Partners, Llc 19 631 1,93 1 637 11,13
2025-08-06 13F Nvwm, Llc 3 959 20,08 330 30,95
2025-08-13 13F ESG Planning 5 105 49,66 426 63,46
2025-07-07 13F Thurston, Springer, Miller, Herd & Titak, Inc. 1 321 80,71 110 100,00
2025-07-15 13F World Equity Group, Inc. 12 031 30,26 1 003 42,07
2025-08-14 13F CoreCap Advisors, LLC 3 180 0,60 265 9,96
2025-08-13 13F Elios Financial Group Inc. 4 880 6,39 407 16,00
2025-04-25 13F Strid Group, LLC 0 −100,00 0
2025-08-11 13F United Capital Financial Advisers, Llc 14 470 3,57 1 207 12,92
2025-08-11 13F TRUE Private Wealth Advisors 12 874 −4,61 1 074 3,97
2025-08-27 13F Cypress Capital Advisors, LLC 7 636 −5,65 637 2,75
2025-07-18 13F Marino, Stram & Associates Llc 33 370 0,31 2 783 9,39
2025-07-23 13F 1 North Wealth Services Llc 259 0,00 22 10,53
2025-07-22 13F Miracle Mile Advisors, LLC 11 934 −8,06 995 0,30
2025-08-18 13F Geneos Wealth Management Inc. 1 152 0,00 96 9,09
2025-08-05 13F Key FInancial Inc 37 0,00 3 50,00
2025-07-25 13F McNamara Financial Services, Inc. 3 037 14,17 253 24,63
2025-08-13 13F GeoWealth Management, LLC 85 197 4,03 7 105 13,43
2025-08-11 13F Trajan Wealth LLC 0 −100,00 0
2025-07-29 13F Chicago Partners Investment Group LLC 4 928 416
2025-07-08 13F Gallacher Capital Management LLC 7 688 −43,52 641 −38,42
2025-08-14 13F Moneta Group Investment Advisors Llc 3 010 −0,43 251 8,66
2025-08-14 13F UBS Group AG 49 136 76,03 4 098 91,90
2025-07-15 13F North Star Investment Management Corp. 287 0,35 24 9,52
2025-08-05 13F Prosperity Consulting Group, LLC 59 661 12,60 4 976 22,75
2025-08-13 13F Vermillion & White Wealth Management Group, LLC 44 0,00 4 0,00
2025-08-05 13F Mason Investment Advisory Services, Inc. 5 927 20,66 494 31,73
2025-07-23 13F Elevate Wealth Advisory, Inc 540 −37,79 45 −31,82
2025-07-30 13F Arbor Investment Advisors, LLC 4 204 20,53 351 31,58
2025-08-14 13F Main Street Financial Solutions, LLC 4 000 0,00 334 8,82
2025-07-24 13F Morton Brown Family Wealth, LLC 191 −32,03 16 −28,57
2025-07-25 13F Cwm, Llc 2 748 6,47 0
2025-08-13 13F Cerity Partners LLC 27 967 0,21 2 332 9,23
2025-07-28 13F Ritholtz Wealth Management 44 305 3,71 3 695 13,07
2025-07-30 13F VCI Wealth Management LLC 34 129 1,02 2 846 10,14
2025-08-14 13F Colony Group, LLC 11 972 37,26 998 49,63
2025-08-14 13F Mariner, LLC 16 579 −14,56 1 383 −6,87
2025-07-23 13F Valmark Advisers, Inc. 10 000 3,52 834 13,01
2025-08-14 13F Atomi Financial Group, Inc. 2 994 250
2025-04-21 13F Janney Capital Management LLC 0 −100,00 0
2025-08-07 13F Cahill Financial Advisors Inc 4 269 8,96 356 19,06
2025-08-13 13F Congress Wealth Management LLC / DE / 5 701 475
2025-08-06 13F Longview Financial Advisors LLC 2 374 0,25 198 8,84
2025-05-14 13F Van Hulzen Asset Management, LLC 0 −100,00 0 −100,00
2025-07-17 13F Northwest Wealth Management, Llc 60 962 −0,28 5 084 8,73
2025-08-04 13F Saxony Capital Management, LLC 13 047 241,28 1 088 272,60
2025-08-08 13F IMA Wealth, Inc. 11 001 17,86 887 28,92
2025-05-29 13F/A Modern Wealth Management, LLC 3 693 0,00 276 1,85
2025-08-05 13F Bank Of Montreal /can/ 642 0,00 54 8,16
2025-04-02 13F Marcum Wealth, LLC 0 −100,00 0
2025-08-28 NP GPTCX - GuidePath(R) Conservative Allocation Fund Service Shares 259 030 −3,07 21 603 5,68
2025-07-14 13F AdvisorNet Financial, Inc 9 323 5,70 778 15,28
2025-08-12 13F Waterloo Capital, L.P. 21 274 30,43 1 774 42,26
2025-08-14 13F Financial Network Wealth Advisors LLC 24 0,00 2 100,00
2025-08-06 13F Paladin Advisory Group, LLC 73 0,00 6 20,00
2025-08-12 13F MAI Capital Management 853 2,52 71 12,70
2025-07-17 13F HB Wealth Management, LLC 3 908 0,96 326 9,80
2025-07-15 13F Well Done, LLC 3 966 18,28 331 28,91
2025-08-05 13F Frederick Financial Consultants, LLC 5 154 17,78 430 28,44
2025-08-15 13F High Falls Advisors, Inc 11 411 6,64 952 16,26
2025-04-28 13F Great Point Wealth Advisors, LLC 6 897 −0,10 528 −0,19
2025-07-22 13F Bay Harbor Wealth Management, LLC 3 129 1,96 261 11,11
2025-07-22 13F DT Investment Partners, LLC 45 0,00 4 0,00
2025-07-31 13F Cambridge Investment Research Advisors, Inc. 161 080 −9,60 13 0,00
2025-07-23 13F Steel Peak Wealth Management LLC 41 538 1,89 3 464 11,10
2025-08-11 13F Root Financial Partners, LLC 5 572 30,43 465 42,33
2025-08-01 13F Envestnet Asset Management Inc 15 524 −58,24 1 295 −54,48
2025-07-24 13F Jfs Wealth Advisors, Llc 4 454 4,75 371 14,15
2025-08-12 13F Weaver Consulting Group 41 206 4,07 3 437 13,47
2025-05-01 13F Lane & Associates LLC 6 192 2,13 474 −0,42
2025-08-15 13F Captrust Financial Advisors 24 693 −0,50 2 059 8,48
2025-08-12 13F Running Point Capital Advisors, LLC 2 250 188
2025-08-05 13F Tsfg, Llc 3 0
2025-08-12 13F O'shaughnessy Asset Management, Llc 1 147 443,60 96 493,75
2025-07-24 13F Us Bancorp \de\ 1 267 0,00 106 9,38
2025-08-13 13F EverSource Wealth Advisors, LLC 9 689 0,31 808 9,49
2025-08-14 13F Federation des caisses Desjardins du Quebec 1 320 0,00 110 10,00
2025-07-07 13F Global Wealth Strategies & Associates 12 1
2025-07-22 13F HFM Investment Advisors, LLC 25 682 4,60 2 142 14,00
2025-07-10 13F Redhawk Wealth Advisors, Inc. 20 365 −6,21 1 698 2,23
2025-08-05 13F American Capital Advisory, LLC 880 0,00 73 8,96
2025-07-21 13F Keystone Financial Group, Inc. 0 −100,00 0
2025-08-12 13F Founders Financial Alliance, LLC 512 0,00 43 7,69
2025-08-14 13F AllSquare Wealth Management LLC 118 0,00 10 0,00
2025-07-22 13F Kickstand Ventures, Llc. 9 297 775
2025-07-15 13F Fort Henry Capital, LLC 44 925 2,59 3 747 11,82
2025-07-25 13F Lodestar Private Asset Management Llc 14 453 12,97 1 205 23,21
2025-08-05 13F Huntington National Bank 13 9,09
2025-08-13 13F Milestone Investment Advisors LLC 33 3,12 3 0,00
2025-08-08 13F Larson Financial Group LLC 970 −0,82 81 8,11
2025-08-07 13F Wealth Forward, LLC 29 665 0,90 2 474 10,00
2025-08-13 13F/A StoneX Group Inc. 0 −100,00 0 −100,00
2025-08-14 13F Ausdal Financial Partners, Inc. 3 103 259
2025-08-14 13F Stifel Financial Corp 29 585 5,51 2 467 15,07
2025-07-31 13F Prentice Wealth Management LLC 10 931 1,61 912 10,83
2025-05-30 NP ERNZ - TrueShares Active Yield ETF 4 382 335
2025-07-11 13F Farther Finance Advisors, LLC 24 510 221,40 2 044 249,40
2025-07-17 13F Nelson, Van Denburg & Campbell Wealth Management Group, LLC 10 410 3,22 868 12,58
2025-07-21 13F Ameritas Advisory Services, LLC 1 018 85
2025-08-14 13F Wells Fargo & Company/mn 114 938 −25,62 9 586 −18,92
2025-07-31 13F Washington Trust Advisors, Inc. 685 −0,87 57 9,62
2025-07-28 13F Sagespring Wealth Partners, Llc 14 096 0,27 1 176 9,30
2025-04-09 13F Merit Financial Group, LLC 0 −100,00 0 −100,00
2025-07-29 13F Swmg, Llc 2 391 201
2025-08-07 13F Kestra Private Wealth Services, Llc 83 109 5,90 6 931 15,46
2025-07-29 13F Arcus Capital Partners, LLC 20 529 −21,51 1 712 −14,40
2025-04-21 13F Ronald Blue Trust, Inc. 0 −100,00 0
2025-08-11 13F Aptus Capital Advisors, LLC 2 073 −6,58 173 1,78
2025-07-28 13F Harbour Investments, Inc. 49 615 9,63 4 138 19,50
2025-08-12 13F SRS Capital Advisors, Inc. 4 550 4,65 379 14,16
2025-08-14 13F Ameriprise Financial Inc 27 467 14,08 2 291 24,32
2025-08-05 13F Milestone Asset Management, Llc 3 476 2,36 290 11,58
2025-08-07 13F Efficient Advisors, LLC 6 350 −16,13 530 −8,64
2025-05-05 13F Lindbrook Capital, Llc 820 0,00 63 0,00
2025-05-12 13F Aveo Capital Partners, LLC 0 −100,00 0
2025-07-23 13F TPG Financial Advisors, LLC 2 769 −3,95 231 4,55
2025-08-13 13F Beacon Pointe Advisors, LLC 0 −100,00 0
2025-07-24 13F CarsonAllaria Wealth Management, Ltd. 1 471 −1,67 123 7,02
2025-05-02 13F Wealthfront Advisers Llc 0 −100,00 0 −100,00
2025-05-12 13F Motley Fool Wealth Management, LLC 0 −100,00 0
2025-07-15 13F Centerline Wealth Advisors, LLC 16 525 9,86 1 378 19,83
2025-07-22 13F Vested Financial Planning, LLC 2 507 209
2025-07-24 13F JNBA Financial Advisors 6 324 −4,49 527 4,15
2025-08-18 13F N.E.W. Advisory Services LLC 114 0,00 10 12,50
2025-04-28 13F Equita Financial Network, Inc. 0 −100,00 0
2025-08-07 13F CENTRAL TRUST Co 6 591 21,78 550 32,61
2025-07-16 13F Perigon Wealth Management, LLC 28 900 −0,61 2 410 8,36
2025-07-30 13F Strategic Blueprint, LLC 0 −100,00 0
2025-08-06 13F AE Wealth Management LLC 8 287 −1,58 691 7,30
2025-07-25 13F Landmark Wealth Management, LLC 2 940 −6,93 0
2025-08-11 13F Cornerstone Planning Group LLC 15 853 5,95 1 325 18,52
2025-08-13 13F Lido Advisors, LLC 9 332 10,59 778 20,62
2025-07-10 13F Global Financial Private Client, LLC 0 −100,00 0
2025-08-06 13F Savant Capital, LLC 28 318 253,14 2 362 285,15
2025-07-24 13F Stonebridge Financial Group, LLC 9 712 0,06 810 9,03
2025-08-15 13F Equitable Holdings, Inc. 14 567 68,19 1 215 83,38
2025-04-23 13F Phillips Wealth Planners LLC 0 −100,00 0
2025-07-23 13F Clear Creek Financial Management, LLC 9 439 −3,87 787 4,79
2025-07-24 13F IFP Advisors, Inc 1 655 −2,88 138 5,38
2025-08-13 13F Jones Financial Companies Lllp 2 636 82,30 219 98,18
2025-04-15 13F Signet Financial Management, Llc 0 −100,00 0
2025-08-12 13F Global Retirement Partners, LLC 5 833 28,14 486 39,66
2025-08-07 13F Greystone Financial Group, LLC 22 499 1,74 1 876 10,94
2025-07-01 13F Harbor Investment Advisory, Llc 1 158 −6,16 97 2,13
2025-07-28 13F CGC Financial Services, LLC 112 0,00 9 12,50
2025-07-25 13F We Are One Seven, LLC 8 408 0,35 701 9,36
2025-08-14 13F Sentinus, LLC 9 885 3,30 824 12,57
2025-08-12 13F Cynosure Management, Llc 18 228 0,00 1 520 9,04
2025-07-25 13F Concord Wealth Partners 953 −0,21 80 8,22
2025-08-08 13F Hartland & Co., LLC 62 519 −0,98 5 214 7,95
2025-08-08 13F Wealth Alliance 63 194 −1,29 5 270 7,62
2025-08-06 13F Atlas Legacy Advisors, LLC 2 778 −3,47 232 3,13
2025-04-10 13F Smith Anglin Financial, LLC 0 −100,00 0
2025-07-29 13F Mountain Capital Investment Advisors, Inc 7 613 3,10 634 13,21
2025-08-14 13F Royal Bank Of Canada 25 066 24,46 2 090 35,71
2025-08-07 13F Addison Advisors LLC 100 0,00 8 14,29
2025-07-15 13F RTD Financial Advisors, Inc. 28 969 4,11 2 416 13,53
2025-08-15 13F Kestra Advisory Services, LLC 58 517 38,55 4 880 51,08
2025-08-13 13F Mayfair Advisory Group, LLC 3 356 6,57 284 17,92
2025-07-29 13F Elevation Capital Advisory, LLC 0 −100,00 0
2025-04-23 13F Mascagni Wealth Management, Inc. 0 −100,00 0 −100,00
2025-07-30 13F/A Divergent Planning, LLC 4 937 4,35 411 13,22
2025-08-12 13F CIBC Private Wealth Group, LLC 100 0,00 8 33,33
2025-07-29 13F Salus Financial Advisors, LLC 3 068 −4,72 256 3,66
2025-07-15 13F Main Street Group, LTD 7 1
2025-05-09 13F Scotia Capital Inc. 0 −100,00 0
2025-08-13 13F Continuum Advisory, LLC 0 −100,00 0
2025-04-21 13F Martin Worley Group 0 −100,00 0
2025-07-17 13F Johnson Bixby & Associates, LLC 2 467 206
2025-07-22 13F Valpey Financial Services, LLC 2 796 233
2025-07-10 13F Focus Financial Network, Inc. 2 685 224
2025-07-29 13F ODonnell Financial Services, LLC 30 025 8,51 2 504 18,34
2025-07-08 13F Chemistry Wealth Management LLC 2 472 206
2025-08-14 13F EP Wealth Advisors, Inc. 3 015 1,31 251 10,57
2025-07-03 13F Fiduciary Financial Group, Llc 3 008 1,72 251 17,37
2025-08-14 13F Summit Trail Advisors, Llc 3 315 276
2025-08-11 13F Bellwether Advisors, LLC 4 378 28,27 365 39,85
2025-07-25 13F Hobbs Group Advisors, LLC 15 862 189,40 1 323 215,51
2025-05-16 13F/A Kestra Investment Management, LLC 0 −100,00 0
2025-04-15 13F Noble Wealth Management PBC 490 0,00 37 0,00
2025-07-17 13F Archford Capital Strategies, LLC 28 719 −0,00 2 395 9,01
2025-05-08 13F Essential Planning, LLC. 0 −100,00 0
2025-07-21 13F Consilium Wealth Advisory, LLC 64 657 2,01 5 392 11,22
2025-07-28 13F Ckw Financial Group 752 0,67 0
2025-07-18 13F Truist Financial Corp 2 887 2,16 241 11,11
2025-05-06 13F Atria Investments Llc 0 −100,00 0
2025-08-14 13F Mercer Global Advisors Inc /adv 6 467 −11,56 539 −3,58
2025-07-23 13F Mullooly Asset Management, Inc. 8 602 2,37 717 11,51
2025-08-12 13F Jpmorgan Chase & Co 47 011 17,33 3 921 27,90
2025-07-09 13F Lbmc Investment Advisors, Llc 134 824 −0,81 11 244 8,14
2025-08-05 13F Mission Wealth Management, Lp 4 327 32,16 361 44,00
2025-07-08 13F Strategic Advocates LLC 24 582 2,59 2 050 11,84
2025-04-17 13F Vista Wealth Management Group, LLC 3 443 263
2025-07-16 13F Twelve Points Wealth Management LLC 2 479 207
2025-08-12 13F Coldstream Capital Management Inc 2 844 −6,08 237 2,60
2025-08-14 13F Boyer & Corporon Wealth Management, LLC 10 350 863
2025-08-05 13F Atlas Private Wealth Advisors 4 006 −0,12 334 9,15
2025-05-14 13F Zacks Investment Management 0 −100,00 0
2025-07-08 13F Parallel Advisors, LLC 1 769 3,63 148 13,08
2025-07-21 13F Cliftonlarsonallen Wealth Advisors, Llc 27 116 −1,86 2 261 7,00
2025-08-14 13F Oxford Financial Group Ltd 7 786 −3,78 649 4,85
2025-08-14 13F GWM Advisors LLC 34 158 0,15 2 849 9,16
2025-07-14 13F Proathlete Wealth Management Llc 302 43,13 25 56,25
2025-05-02 13F Transcendent Capital Group LLC 0 −100,00 0
2025-08-05 13F GPS Wealth Strategies Group, LLC 658 55
2025-08-12 13F Tarbox Family Office, Inc. 5 358 0,15 447 9,05
2025-08-05 13F Marshall Financial Group Inc /adv 7 877 −0,63 657 8,25
2025-08-06 13F Altrius Capital Management Inc 3 437 −4,02 287 4,76
2025-07-07 13F New Capital Management LP 3 483 4,72 291 14,17
2025-07-29 13F Stratos Wealth Partners, LTD. 11 116 32,98 927 45,07
2025-07-29 13F Activest Wealth Management 499 0,00 42 7,89
2025-07-08 13F TL Private Wealth 2 755 228
2025-07-23 13F Venturi Wealth Management, LLC 22 181 1,77 1 850 10,92
2025-08-06 13F Commonwealth Equity Services, Llc 111 665 18,49 9 28,57
2025-08-08 13F Meridian Wealth Management, LLC 10 652 888
2025-08-12 13F AlphaCore Capital LLC 1 172 −6,09 98 2,11
2025-07-15 13F Fifth Third Bancorp 2 146 0,00 179 8,54
2025-08-18 13F Front Row Advisors LLC 105 0,00 9 0,00
2025-04-16 13F Kelly Financial Group Llc 0 −100,00 0
2025-08-14 13F/A Rockefeller Capital Management L.P. 530 852 1,10 44 273 10,22
2025-07-29 13F Orin Green Financial, LLC 7 664 −1,25 639 13,30
2025-08-04 13F IFG Advisory, LLC 10 852 31,65 905 43,65
2025-08-13 13F Wealthquest Corp 8 710 −2,19 726 6,61
2025-07-17 13F Moss Adams Wealth Advisors LLC 10 184 21,14 849 32,04
2025-08-13 13F Renaissance Technologies Llc 6 100 96,77 509 114,35
2025-04-18 13F Pacific Capital Wealth Advisors, Inc 0 −100,00 0 −100,00
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