CGGO - Capital Group Global Growth Equity ETF Aktier - Aktiekurs, institutionellt ägande, aktieägare (ARCA)

Capital Group Global Growth Equity ETF
US ˙ ARCA

Grundläggande statistik
Institutionella ägare 325 total, 325 long only, 0 short only, 0 long/short - change of 5,50% MRQ
Genomsnittlig portföljallokering 0.6153 % - change of −0,24% MRQ
Institutionella aktier (lång) 146 630 593 (ex 13D/G) - change of 13,18MM shares 9,87% MRQ
Institutionellt värde (lång) $ 4 275 688 USD ($1000)
Institutionellt ägande och aktieägare

Capital Group Global Growth Equity ETF (US:CGGO) har 325 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 146,630,593 aktier. Största aktieägare inkluderar Capital Group Private Client Services, Inc., Raymond James Financial Inc, LPL Financial LLC, Northwestern Mutual Wealth Management Co, Morgan Stanley, Envestnet Asset Management Inc, Cetera Investment Advisers, Commonwealth Equity Services, Llc, Advisor Group Holdings, Inc., and UBS Group AG .

Capital Group Global Growth Equity ETF (ARCA:CGGO) 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 19, 2025 is 33,99 / share. Previously, on September 20, 2024, the share price was 29,85 / share. This represents an increase of 13,87% over that period.

CGGO / Capital Group Global Growth Equity 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.

AI+ Ask Fintel’s AI assistant about Capital Group Global Growth Equity ETF.
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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.

CGGO / Capital Group Global Growth Equity 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
(%)
2025-08-12 13F Rather & Kittrell, Inc. 12 013 0,00 384 12,94
2025-08-13 13F Quadrature Capital Ltd 0 −100,00 0
2025-08-15 13F First Heartland Consultants, Inc. 30 193 7,14 965 20,93
2025-07-29 13F Stratos Wealth Advisors, LLC 14 272 −15,57 456 −4,60
2025-05-15 13F Gts Securities Llc 0 −100,00 0
2025-07-25 13F McNamara Financial Services, Inc. 11 738 −44,77 375 −37,71
2025-07-17 13F LVW Advisors, LLC 946 565 23,13 30 262 38,96
2025-08-12 13F Financial Advocates Investment Management 43 471 −1,87 1 390 10,68
2025-08-14 13F Catalyst Financial Partners Llc 42 096 75,11 1 346 97,50
2025-07-22 13F Merit Financial Group, LLC 124 033 12,09 3 965 26,52
2025-07-16 13F Novem Group 196 325 6 277
2025-08-13 13F Certior Financial Group, Llc 17 892 0,00 572 13,04
2025-08-14 13F TCG Advisory Services, LLC 12 359 1,27 395 14,49
2025-08-12 13F Reliant Wealth Planning 672 450 5,46 21 498 19,02
2025-07-22 13F Belpointe Asset Management LLC 32 612 0,00 1 043 12,89
2025-08-14 13F UBS Group AG 3 735 352 −13,03 119 419 −1,85
2025-08-08 13F Larson Financial Group LLC 3 250 0,00 104 11,96
2025-07-14 13F Sweeney & Michel, Llc 43 419 2,28 1 392 29,61
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Funds Vanguard Active Passive Growth Fund Standard Class 1 739 56
2025-07-24 13F Ridgeline Wealth Planning, LLC 451 727 6,55 14 442 20,24
2025-07-29 13F Signature Estate & Investment Advisors Llc 223 648 3,97 7 150 17,35
2025-08-11 13F Greykasell Wealth Strategies, Inc. 102 186 19,44 3 267 34,79
2025-07-29 13F Balboa Wealth Partners 10 337 330
2025-07-29 13F Burford Brothers, Inc. 150 584 −0,48 4 814 12,32
2025-08-11 13F Private Advisor Group, LLC 1 057 514 −11,32 33 809 0,07
2025-05-14 13F Huntington National Bank 3 −84,21
2025-08-13 13F Vertex Planning Partners, LLC 6 443 206
2025-08-07 13F Cvfg Llc 92 918 9,93 2 971 24,06
2025-08-14 13F Peapack Gladstone Financial Corp 204 931 0,15 7 20,00
2025-07-22 13F Woodmont Investment Counsel Llc 38 648 12,31 1 236 26,80
2025-07-07 13F Thurston, Springer, Miller, Herd & Titak, Inc. 6 845 135,95 219 165,85
2025-07-22 13F Gutierrez Wealth Advisory, LLC 207 434 −0,37 6 632 12,43
2025-07-28 13F Sagespring Wealth Partners, Llc 173 768 10,65 3 315 34,12
2025-08-14 13F Wells Fargo & Company/mn 3 710 825 −1,71 118 635 10,92
2025-08-06 13F Mascagni Wealth Management, Inc. 36 646 22,87 1 172 38,74
2025-08-13 13F Beacon Pointe Advisors, LLC 168 374 5 383
2025-08-12 13F Jpmorgan Chase & Co 211 635 1 057,49 6 766 1 205,98
2025-08-11 13F Principal Securities, Inc. 213 252 39,88 6 818 53,05
2025-08-12 13F Lodestone Wealth Management LLC 22 732 11,53 727 25,82
2025-07-29 13F Koshinski Asset Management, Inc. 168 991 9,30 5 403 23,33
2025-07-10 13F Financial Management Network Inc 183 759 2,10 5 893 27,86
2025-08-11 13F Perennial Investment Advisors, LLC 110 014 59,56 3 517 80,08
2025-08-12 13F Summit Global Investments 7 914 0
2025-08-13 13F Capital Group Private Client Services, Inc. 18 220 559 2,99 582 511 16,23
2025-05-13 13F Francis Financial, Inc. 0 −100,00 0
2025-07-17 13F KWB Wealth 176 010 44,82 4 986 40,41
2025-08-14 13F Wiley Bros.-aintree Capital, Llc 1 285 162 520,33 41 094 612,18
2025-07-22 13F DAVENPORT & Co LLC 113 017 6,12 3 613 19,75
2025-08-14 13F GWM Advisors LLC 1 366 646 49,78 43 692 69,02
2025-07-31 13F West Michigan Advisors, Llc 230 900 2,79 7 382 16,01
2025-08-14 13F Summit Trail Advisors, Llc 9 190 294
2025-07-24 13F Financial Security Advisor, Inc. 16 791 10,01 542 25,23
2025-07-29 13F International Assets Investment Management, Llc 14 509 −9,53 464 1,98
2025-08-14 13F IHT Wealth Management, LLC 7 100 227
2025-07-25 13F Atria Wealth Solutions, Inc. 68 714 −58,80 2 216 −53,09
2025-05-13 13F BlackDiamond Wealth Management Inc. 0 −100,00 0
2025-08-11 13F Forge Financial Services LLC 774 169 4,84 24 774 18,42
2025-08-14 13F Susquehanna International Group, Llp 0 −100,00 0
2025-07-10 13F Kmg Fiduciary Partners, Llc 19 743 −22,93 631 −12,97
2025-08-04 13F Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 7 593 0,00 243 12,56
2025-08-12 13F AlphaCore Capital LLC 120 222 −0,73 3 880 13,09
2025-08-14 13F Clg Llc 149 568 96,83 4 782 122,17
2025-08-14 13F Tudor Financial Inc. 12 399 17,93 396 33,33
2025-08-15 13F High Falls Advisors, Inc 8 429 0,00 269 13,03
2025-07-15 13F Mather Group, Llc. 0 −100,00 0
2025-08-08 13F Kingsview Wealth Management, LLC 23 057 18,51 737 33,76
2025-08-14 13F Royal Bank Of Canada 2 741 590 4,22 87 649 17,61
2025-07-21 13F Investment Planning Advisors, Inc. 18 549 −94,12 593 −93,37
2025-08-11 13F Synergy Investment Management, LLC 0 −100,00 0
2025-04-14 13F LexAurum Advisors, LLC 0 −100,00 0
2025-08-18 13F/A Kestra Investment Management, LLC 254 661 28,48 8 142 44,99
2025-08-14 13F Goldman Sachs Group Inc 46 256 −41,92 1 479 −34,49
2025-06-04 13F Legacy Capital Wealth Management, Llc 142 965 4 177
2025-08-13 13F Baird Financial Group, Inc. 1 395 393 2,79 44 611 15,99
2025-07-16 13F St Germain D J Co Inc 903 279 0,27 28 878 13,15
2025-08-14 13F Benjamin Edwards Inc 542 214 11,96 17 335 26,35
2025-07-11 13F Weatherly Asset Management L. P. 33 333 0,00 1 067 13,03
2025-07-31 13F 180 Wealth Advisors, Llc 20 572 −13,79 658 −2,81
2025-07-21 13F Patriot Financial Group Insurance Agency, LLC 24 865 2,96 795 16,08
2025-08-14 13F Sunbelt Securities, Inc. 740 0,00 22 5,00
2025-08-04 13F Arkadios Wealth Advisors 35 746 8,12 1 143 22,01
2025-08-11 13F Western Wealth Management, LLC 11 544 −1,02 369 11,82
2025-08-04 13F Saxony Capital Management, LLC 27 179 0,15 869 13,02
2025-07-08 13F Advance Capital Management, Inc. 29 774 −1,90 952 10,71
2025-08-13 13F Continuum Advisory, LLC 0 −100,00 0
2025-07-24 13F IFP Advisors, Inc 5 293 123,62 169 152,24
2025-08-12 13F Steward Partners Investment Advisory, Llc 297 309 12,02 9 505 26,40
2025-07-29 13F Latitude Advisors, LLC 23 505 19,35 751 34,83
2025-05-14 13F Oarsman Capital, Inc. 0 −100,00 0
2025-07-30 13F Strategic Blueprint, LLC 500 131 100,87 15 989 126,70
2025-08-12 13F Change Path, LLC 17 603 563
2025-08-15 13F 44 Wealth Management Llc 42 253 9,09 1 351 23,06
2025-08-13 13F Summit Wealth Group Llc / Co 19 006 612
2025-08-14 13F Raymond James Financial Inc 12 059 891 0,60 385 555 13,53
2025-08-08 13F Security Financial Services, INC. 9 748 312
2025-07-28 13F Arlington Financial Advisors, LLC 1 271 734 6,53 40 657 20,21
2025-07-10 13F Wealth Enhancement Advisory Services, Llc 1 872 601 −8,44 60 054 3,64
2025-07-14 13F AdvisorNet Financial, Inc 539 −47,57 17 −41,38
2025-07-24 13F MSH Capital Advisors LLC 15 386 −10,27 492 1,24
2025-07-30 13F Financial Perspectives, Inc 56 498 10,00 1 806 24,12
2025-08-14 13F CIBC World Markets Inc. 7 374 236
2025-07-16 13F Embree Financial Group 14 620 13,10 467 27,60
2025-08-12 13F J.w. Cole Advisors, Inc. 82 374 10,64 2 634 24,85
2025-07-15 13F Colonial River Wealth Management, LLC 6 544 −31,19 211 −21,93
2025-08-14 13F Mariner, LLC 240 542 3,75 7 690 17,08
2025-07-11 13F Farther Finance Advisors, LLC 25 412 812
2025-07-21 13F Financial Council Asset Management Inc 1 386 850 4,28 44 338 17,68
2025-08-04 13F Spire Wealth Management 0 −100,00 0
2025-08-08 13F Cetera Investment Advisers 5 855 934 81,92 187 214 105,29
2025-07-09 13F Christopher J. Hasenberg, Inc 264 8
2025-07-23 13F Richardson Capital Management LLC 188 25,33 6 50,00
2025-08-25 13F Silverlake Wealth Management Llc 69 164 0,85 2 211 13,85
2025-08-12 13F Archer Investment Corp 6 0,00 0
2025-07-11 13F Lincoln Capital LLC 20 786 4,11 665 21,83
2025-08-07 13F Allworth Financial LP 1 373 −36,79 44 −29,51
2025-07-17 13F Janney Montgomery Scott LLC 1 171 450 26,43 37 42,31
2025-07-25 13F Bill Few Associates, Inc. 90 618 27,72 2 897 44,20
2025-07-21 13F Ameritas Advisory Services, LLC 128 577 −24,59 4 111 −15,85
2025-08-14 13F Sei Investments Co 1 023 234 29,28 32 713 45,89
2025-07-17 13F Oakworth Capital, Inc. 0 −100,00 0
2025-04-25 13F Smallwood Wealth Investment Management, LLC 111 941 4,11 3 171 0,96
2025-08-12 13F Calton & Associates, Inc. 41 661 −0,68 1 332 12,04
2025-08-29 13F Centaurus Financial, Inc. 0 −100,00 0
2025-07-22 13F Berger Financial Group, Inc 7 654 4,82 245 18,45
2025-07-23 13F Indiana Trust & Investment Management CO 605 0,00 19 11,76
2025-07-30 13F Smith Thornton Advisors LLC 123 809 −1,53 3 958 11,12
2025-08-04 13F Creative Financial Designs Inc /adv 2 638 85,64 84 110,00
2025-08-06 13F Prospera Financial Services Inc 615 571 5,24 19 686 18,76
2025-08-14 13F Old Mission Capital Llc 70 712 637,89 2 261 733,95
2025-04-21 13F United Advisor Group, LLC 0 −100,00 0
2025-07-30 13F Principle Wealth Partners Llc 0 −100,00 0
2025-07-22 13F Brown Miller Wealth Management, LLC 23 603 0,00 755 12,87
2025-07-14 13F Ai Financial Services Llc 72 217 3,88 2 309 17,22
2025-07-17 13F San Luis Wealth Advisors LLC 0 −100,00 0
2025-08-13 13F Capital Analysts, Inc. 17 866 1,99 1
2025-07-31 13F Cambridge Investment Research Advisors, Inc. 2 562 374 12,98 82 26,56
2025-07-28 13F Axxcess Wealth Management, Llc 100 663 −30,09 3 218 −21,11
2025-05-02 13F Capital A Wealth Management, LLC 609 −9,24 17 −10,53
2025-07-28 13F Eq Wealth Advisors, Llc 85 540 14,60 2 735 29,33
2025-07-17 13F LifeGoal Wealth Advisors 295 093 −4,80 9 434 7,52
2025-07-14 13F Leonard Rickey Investment Advisors P.L.L.C. 114 540 −0,37 3 662 15,60
2025-07-22 13F Iron Horse Wealth Management, LLC 67 2
2025-08-11 13F Brown Brothers Harriman & Co 79 321 0,00 2 536 12,82
2025-08-13 13F Aspire Growth Partners LLC 8 012 0,00 256 9,87
2025-08-15 13F Equitable Holdings, Inc. 161 918 419,68 5 177 486,85
2025-07-14 13F U.S. Capital Wealth Advisors, LLC 230 223 6,22 7 360 19,87
2025-08-13 13F Cary Street Partners Financial Llc 244 803 −19,11 7 826 −8,72
2025-07-21 13F Barrett & Company, Inc. 8 209 0,00 262 12,93
2025-07-23 13F Trueblood Wealth Management, LLC 74 664 10,23 2 387 24,45
2025-08-06 13F Vestmark Advisory Solutions, Inc. 264 126 107,50 8 444 134,17
2025-08-14 13F Gerber Kawasaki Wealth & Investment Management 232 156 −1,02 7 422 11,71
2025-08-12 13F LPL Financial LLC 11 152 596 23,43 356 548 39,29
2025-08-14 13F Integrated Wealth Concepts LLC 263 118 34,72 8 412 52,02
2025-08-13 13F Smith, Moore & Co. 162 617 −0,22 5 199 12,58
2025-07-25 13F Concurrent Investment Advisors, LLC 71 495 65,60 2 286 86,84
2025-08-01 13F Rossby Financial, LCC 23 0,00 1
2025-08-06 13F ORBA Wealth Advisors, L.L.C. 104 026 −39,78 3 326 −32,05
2025-08-04 13F HBK Sorce Advisory LLC 7 239 0,00 231 12,68
2025-07-10 13F American Financial Advisors, LLC 7 344 −1,90 235 10,38
2025-08-14 13F Jane Street Group, Llc 138 847 −28,80 4 439 −19,66
2025-07-29 13F Stephens Inc /ar/ 208 055 −61,33 6 652 −56,37
2025-08-12 13F Proequities, Inc. 0 0
2025-07-09 13F Procyon Private Wealth Partners, LLC 33 775 7,77 1 080 21,65
2025-08-13 13F Jones Financial Companies Lllp 2 946 022 50,04 94 771 69,83
2025-08-14 13F Modern Wealth Management, LLC 51 262 2,92 1 639 16,09
2025-08-06 13F Moors & Cabot, Inc. 22 947 4,93 734 18,42
2025-07-16 13F ORG Partners LLC 9 125 1 739,72 289 1 964,29
2025-08-04 13F IFG Advisory, LLC 21 002 11,72 671 26,13
2025-07-24 13F Moseley Investment Management Inc 72 356 7,41 2 313 21,23
2025-08-04 13F Northwest Financial Advisors 60 277 19,02 1 927 34,38
2025-07-11 13F AA Financial Advisors, LLC 294 686 2,47 9 421 15,64
2025-08-01 13F SYM FINANCIAL Corp 14 002 72,84 448 95,20
2025-08-13 13F EverSource Wealth Advisors, LLC 33 582 −0,23 1 074 12,59
2025-08-13 13F Rsm Us Wealth Management Llc 18 061 −10,68 583 1,75
2025-07-31 13F Moloney Securities Asset Management, LLC 35 866 21,62 1 147 37,25
2025-07-30 13F Cullen/frost Bankers, Inc. 71 835 38,31 2 297 56,08
2025-08-06 13F Souders Financial Advisors 330 947 6,02 10 580 19,64
2025-07-17 13F HB Wealth Management, LLC 11 593 15,35 371 30,28
2025-08-14 13F Ruggaard & Associates LLC 264 331 712,58 8 451 817,48
2025-07-31 13F FSM Wealth Advisors, LLC 160 785 2,97 5 134 16,05
2025-07-23 13F Seamount Financial Group Inc 31 146 42,78 996 61,26
2025-05-15 13F Advisory Services Network, LLC 0 −100,00 0
2025-09-04 13F/A Advisor Group Holdings, Inc. 4 365 979 11,07 139 464 25,21
2025-07-17 13F Presper Financial Architects, LLC 150 026 5
2025-07-17 13F Venture Visionary Partners LLC 17 890 130,10 572 159,55
2025-07-31 13F Aspen Capital Management, LLC 9 974 0,00 319 12,77
2025-08-06 13F Walkner Condon Financial Advisors LLC 18 880 −30,02 604 −21,07
2025-07-24 13F Us Bancorp \de\ 4 117 172,29 132 211,90
2025-07-23 13F Prime Capital Investment Advisors, LLC 8 177 −7,89 261 3,98
2025-08-11 13F Advisor Resource Council 0 −100,00 0
2025-08-12 13F MAI Capital Management 222 513 2,40 7 114 15,55
2025-08-12 13F Coldstream Capital Management Inc 0 −100,00 0
2025-08-14 13F Mercer Global Advisors Inc /adv 11 805 377
2025-07-25 13F Apollon Wealth Management, LLC 210 325 181,04 6 724 217,17
2025-08-08 13F Thoroughbred Financial Services, Llc 50 284 −16,85 2 0,00
2025-08-12 13F O'shaughnessy Asset Management, Llc 8 485 −45,03 271 −37,99
2025-08-13 13F M Holdings Securities, Inc. 11 472 0
2025-07-16 13F Signature Resources Capital Management, LLC 19 898 16,34 636 31,40
2025-08-14 13F Colony Group, LLC 884 445 −8,34 28 276 3,44
2025-08-07 13F Vise Technologies, Inc. 46 121 −30,92 1 474 −24,41
2025-08-06 13F Founders Financial Securities Llc 89 515 11,03 2 862 24,83
2025-08-14 13F Main Street Financial Solutions, LLC 280 030 4,86 8 953 18,33
2025-07-09 13F Massmutual Trust Co Fsb/adv 2 0,00 0
2025-08-15 13F Kestra Advisory Services, LLC 868 346 8,34 27 761 22,26
2025-08-13 13F Flow Traders U.s. Llc 203 798 12,97 7 20,00
2025-07-31 13F Richards, Merrill & Peterson, Inc. 0 −100,00 0
2025-08-06 13F First Horizon Advisors, Inc. 1 029 −36,52 33 −28,89
2025-08-06 13F Convergence Financial, LLC 29 169 −3,57 933 8,88
2025-08-11 13F TD Waterhouse Canada Inc. 981 0,00 31 14,81
2025-08-12 13F BlackRock, Inc. 50 279 −2,09 1 607 10,52
2025-08-14 13F Citadel Advisors Llc 231 127 7 389
2025-07-30 13F Bleakley Financial Group, LLC 457 085 2,51 14 613 15,69
2025-07-02 13F HBW Advisory Services LLC 107 700 1,10 3 443 14,12
2025-07-24 13F Stonebridge Financial Group, LLC 100 069 50,22 3 199 69,53
2025-08-15 13F Lantern Wealth Advisors, LLC 6 906 221
2025-07-14 13F GAMMA Investing LLC 827 0,00 26 13,04
2025-07-24 13F NavPoint Financial, Inc. 237 806 −8,65 7 603 3,09
2025-08-13 13F RPg Family Wealth Advisory, LLC 154 551 −1,81 4 941 10,79
2025-07-21 13F Ameriflex Group, Inc. 7 142 13,35 228 27,53
2025-08-12 13F Martin Worley Group 8 300 0,00 265 12,77
2025-07-29 13F Salomon & Ludwin, LLC 680 0,00 22 10,53
2025-07-09 13F Dynamic Advisor Solutions LLC 41 586 −13,28 1 329 −2,14
2025-08-15 13F Captrust Financial Advisors 915 875 15,17 29 281 29,97
2025-07-21 13F Capital Planning LLC 14 632 −6,52 472 6,55
2025-07-10 13F Professional Financial Advisors, LLC 38 922 9,26 1 244 23,29
2025-08-07 13F Clarity Wealth Advisors, LLC 285 432 2,70 9 125 15,89
2025-07-16 13F American National Bank 630 20
2025-08-08 13F Royal Harbor Partners, LLC 282 410 −45,41 9 029 −38,40
2025-07-11 13F LongView Wealth Management 71 473 6,76 2 285 20,46
2025-07-17 13F Johnson Bixby & Associates, LLC 212 662 −2,66 6 799 9,84
2025-08-13 13F Renaissance Technologies Llc 80 200 2 564
2025-07-17 13F Tempus Wealth Planning, LLC 39 243 5,23 1 255 18,75
2025-08-04 13F WNY Asset Management, LLC 636 693 −4,06 20 355 8,27
2025-08-13 13F Cerity Partners LLC 31 002 3,31 992 16,59
2025-08-19 13F Asset Dedication, LLC 175 6
2025-07-23 13F Valmark Advisers, Inc. 552 929 8,94 17 677 22,94
2025-07-22 13F Beacon Financial Advisory LLC 52 198 16,28 1 669 31,24
2025-08-07 13F Kestra Private Wealth Services, Llc 33 295 23,00 1 064 38,90
2025-08-07 13F PFG Advisors 76 413 −11,72 2 443 −0,41
2025-07-28 13F RFG Advisory, LLC 32 299 264,71 1 033 312,80
2025-08-13 13F Strategic Family Wealth Counselors, L.L.C. 43 945 1,28 1 405 14,24
2025-08-13 13F Russell Investments Group, Ltd. 817 −50,96 26 −44,68
2025-07-11 13F Lantz Financial LLC 9 404 −11,72 301 −0,33
2025-07-22 13F Silvia Mccoll Wealth Management, Llc 112 991 −4,08 3 612 8,24
2025-07-28 13F Frazier Financial Advisors, LLC 121 164 41,77 3 874 59,98
2025-08-05 13F Carson Advisory Inc. 226 189 0,03 7 231 12,90
2025-07-28 13F Harbour Investments, Inc. 191 051 −13,29 6 108 −2,15
2025-08-12 13F Tradition Wealth Management, LLC 77 881 0,00 2 490 12,83
2025-08-14 13F Harmony Asset Management Llc 8 078 258
2025-08-11 13F HighTower Advisors, LLC 248 985 19,39 7 960 34,73
2025-08-08 13F Sittner & Nelson, Llc 29 625 5,75 947 19,42
2025-08-14 13F EP Wealth Advisors, Inc. 47 471 0,21 1 518 13,12
2025-07-23 13F Kingswood Wealth Advisors, Llc 13 130 −26,88 420 −17,52
2025-07-16 13F/A CX Institutional 1 184 30,11 0
2025-08-14 13F Visionary Wealth Advisors 9 864 3,12 315 16,24
2025-07-16 13F Perigon Wealth Management, LLC 6 682 214
2025-08-04 13F Kovack Advisors, Inc. 8 270 −2,23 264 10,46
2025-08-13 13F Capital International Investors 22 341 −0,02 714 12,80
2025-07-08 13F Adamsbrown Wealth Consultants Llc 12 064 46,62 386 65,24
2025-07-17 13F Willow Creek Wealth Management Inc. 9 842 0,00 315 12,95
2025-08-14 13F Smartleaf Asset Management LLC 161 598 15,93 5 199 31,23
2025-08-11 13F Nations Financial Group Inc, /ia/ /adv 22 949 10,87 734 25,09
2025-08-12 13F Founders Financial Alliance, LLC 10 260 −33,64 328 −24,94
2025-08-14 13F Comerica Bank 24 658 −3,17 788 9,29
2025-08-05 13F GPS Wealth Strategies Group, LLC 580 0,00 19 12,50
2025-08-11 13F Rothschild Investment Llc 151 548 108,41 4 845 135,15
2025-07-10 13F Sovran Advisors, LLC 97 887 317,84 3 128 391,82
2025-07-18 13F Trust Co Of Vermont 354 11
2025-08-01 13F Envestnet Asset Management Inc 7 140 661 25,07 228 287 41,14
2025-08-12 13F OneAscent Financial Services LLC 163 914 −16,11 5 0,00
2025-07-22 13F Olistico Wealth, LLC 22 597 0,00 722 12,81
2025-07-31 13F Whipplewood Advisors, LLC 614 1 016,36 20 −17,39
2025-07-31 13F Oppenheimer & Co Inc 26 071 54,92 833 75,00
2025-05-02 13F Transcendent Capital Group LLC 0 −100,00 0
2025-05-14 13F Paces Ferry Wealth Advisors, Llc 0 −100,00 0 −100,00
2025-08-14 13F Bank Of America Corp /de/ 2 285 289 19,67 73 061 35,04
2025-08-12 13F Cravens & Co Advisors, LLC 6 271 −11,39 200 0,00
2025-08-18 13F Geneos Wealth Management Inc. 82 947 423,16 2 652 490,42
2025-08-04 13F Pensionmark Financial Group, Llc 21 954 4,30 702 17,62
2025-08-27 13F/A Brinker Capital Investments, LLC 110 281 −4,53 3 526 7,73
2025-07-08 13F Nbc Securities, Inc. 68 935 10,49 2 100,00
2025-08-08 13F Hartland & Co., LLC 18 354 1 882,07 587 2 153,85
2025-07-08 13F Zrc Wealth Management, Llc 894 0,00 29 12,00
2025-07-30 13F Gimbal Financial 8 980 −19,96 287 −9,46
2025-07-24 13F FinDec Wealth Services, Inc. 10 126 −63,80 324 −59,22
2025-08-12 13F Global Retirement Partners, LLC 7 623 42,67 244 55,77
2025-08-14 13F Mml Investors Services, Llc 2 753 304 7,65 88 22,22
2025-07-25 13F Cwm, Llc 202 279 68,42 6 100,00
2025-08-01 13F Signature Wealth Management Group 19 192 4,11 614 17,43
2025-07-14 13F S.A. Mason LLC 1 900 0,00 61 13,21
2025-08-14 13F Kmt Wealth Management, Llc 10 286 0,00 329 12,71
2025-04-24 13F CNB Bank 0 −100,00 0
2025-05-15 13F/A Orion Portfolio Solutions, LLC 115 511 14,80 3 272 11,29
2025-08-01 13F Gwn Securities Inc. 6 329 −68,12 202 −64,06
2025-07-16 13F Signaturefd, Llc 84 0,00 3 0,00
2025-08-06 13F Commonwealth Equity Services, Llc 5 013 064 3,30 160 16,79
2025-08-04 13F Assetmark, Inc 272 105 13,76 8 699 28,38
2025-08-14 13F Herold Advisors, Inc. 6 906 221
2025-07-29 13F Uhlmann Price Securities, Llc 19 348 1,44 619 14,44
2025-07-03 13F Arvest Investments, Inc. 442 0,00 14 16,67
2025-07-25 13F M.e. Allison & Co., Inc. 24 318 0,00 777 12,94
2025-08-15 13F CI Private Wealth, LLC 707 316 −2,35 22 613 10,20
2025-07-22 13F Confluence Wealth Services, Inc. 168 127 3,68 5 375 19,68
2025-08-13 13F VestGen Advisors, LLC 222 791 5,78 7 123 19,38
2025-07-18 13F Truist Financial Corp 79 622 10,43 2 546 24,63
2025-07-22 13F BridgePort Financial Solutions, LLC 25 156 6,94 804 20,72
2025-07-30 13F/A KPP Advisory Services LLC 103 836 3 320
2025-07-14 13F Park Avenue Securities Llc 0 −100,00 0
2025-08-11 13F Landaas & Co /wi /adv 11 906 0,00 381 13,06
2025-08-14 13F Stifel Financial Corp 717 645 19,86 22 943 35,26
2025-07-28 13F Mutual Advisors, LLC 180 782 4,56 5 910 20,35
2025-08-12 13F Insigneo Advisory Services, Llc 20 693 0,00 662 12,80
2025-07-22 13F Ergawealth Advisors, Inc. 57 355 183,53 1 834 219,90
2025-08-12 13F Entruity Wealth, LLC 139 552 6,05 4 461 19,66
2025-07-29 13F Private Trust Co Na 12 343 −9,58 395 2,07
2025-08-13 13F Gateway Wealth Partners, LLC 18 880 12,39 604 26,95
2025-08-13 13F Natixis Advisors, L.p. 207 103 4,48 7 20,00
2025-08-04 13F Balentine LLC 185 607 16,04 5 934 30,94
2025-08-04 13F Daymark Wealth Partners, Llc 9 905 317
2025-08-13 13F Marshall Wace, Llp 56 364 1 802
2025-07-29 13F Stratos Wealth Partners, LTD. 290 351 9,19 9 283 23,22
2025-07-30 13F D.a. Davidson & Co. 794 813 18,95 25 410 34,24
2025-08-15 13F Morgan Stanley 7 498 646 2,44 239 732 15,60
2025-08-04 13F Mayflower Financial Advisors, LLC 9 715 0,00 311 12,73
2025-08-12 13F SRS Capital Advisors, Inc. 1 505 203,43 48 242,86
2025-07-25 13F Envestnet Portfolio Solutions, Inc. 86 246 −52,35 2 757 −46,23
2025-08-13 13F Vermillion & White Wealth Management Group, LLC 3 286 3,17 105 16,67
2025-07-11 13F Pinnacle Bancorp, Inc. 5 500 22,22 176 37,80
2025-07-01 13F Kera Capital Partners, Inc. 145 683 −1,12 4 657 11,60
2025-08-01 13F Bessemer Group Inc 9 750 0,00 0
2025-07-16 13F Howard Capital Management Group, LLC 18 566 0,00 594 12,95
2025-08-14 13F Money Concepts Capital Corp 10 762 344
2025-07-25 13F Total Clarity Wealth Management, Inc. 43 621 −2,88 1 395 6,25
2025-05-12 13F Fmr Llc 0 −100,00 0
2025-08-08 13F Avantax Advisory Services, Inc. 382 478 70,92 12 228 92,89
2025-05-12 13F Independent Advisor Alliance 0 −100,00 0
2025-07-31 13F Brighton Jones Llc 8 790 5,48 281 19,07
2025-07-24 13F Endeavor Private Wealth, Inc. 71 803 21,37 2 317 38,33
2025-08-14 13F Ameriprise Financial Inc 8 747 280
2025-08-14 13F D. E. Shaw & Co., Inc. 16 791 537
2025-08-05 13F Sigma Planning Corp 11 341 −6,53 363 5,54
2025-07-28 13F Nvest Financial, LLC 8 386 −25,53 268 −15,99
2025-07-30 13F Paragon Advisors, LLC 153 948 8,64 4 922 22,60
2025-08-13 13F Northwestern Mutual Wealth Management Co 10 760 763 0,13 344 022 13,00
2025-07-16 13F Octavia Wealth Advisors, LLC 10 156 1,72 328 15,96
2025-08-08 13F Meridian Wealth Management, LLC 48 471 0,31 1 550 13,23
2025-08-14 13F/A Rockefeller Capital Management L.P. 22 470 16,66 718 31,74
2025-08-14 13F CoreCap Advisors, LLC 1 911 −49,60 61 −42,99
2025-08-12 13F Waterloo Capital, L.P. 13 112 −2,92 419 9,69
2025-08-05 13F Plante Moran Financial Advisors, LLC 0 −100,00 0
2025-07-23 13F Armstrong, Fleming & Moore, Inc 43 657 1 396
2025-08-14 13F McIlrath & Eck, LLC 523 0,00 17 14,29
2025-08-08 13F Creative Planning 38 732 2,02 1 238 15,16
2025-08-14 13F/A Skopos Labs, Inc. 190 6
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