Grundläggande statistik
| Institutionella ägare | 489 total, 489 long only, 0 short only, 0 long/short - change of 8,65% MRQ |
| Genomsnittlig portföljallokering | 1.0488 % - change of 5,80% MRQ |
| Institutionella aktier (lång) | 242 512 793 (ex 13D/G) - change of 30,00MM shares 14,12% MRQ |
| Institutionellt värde (lång) | $ 8 870 312 USD ($1000) |
Institutionellt ägande och aktieägare
Capital Group Growth ETF (US:CGGR) har 489 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 242,512,793 aktier. Största aktieägare inkluderar LPL Financial LLC, Capital Group Private Client Services, Inc., Commonwealth Equity Services, Llc, Morgan Stanley, Bank Of America Corp /de/, Envestnet Asset Management Inc, Northwestern Mutual Wealth Management Co, Raymond James Financial Inc, Wells Fargo & Company/mn, and Cetera Investment Advisers .
Capital Group Growth ETF (ARCA:CGGR) 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 12, 2025 is 43,72 / share. Previously, on September 16, 2024, the share price was 33,65 / share. This represents an increase of 29,93% over that period.
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.
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. | 19 978 | 0,39 | 812 | 19,24 | ||||
| 2025-08-06 | NP | LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Funds Vanguard Active Passive Growth Fund Standard Class | 1 258 | 51 | ||||||
| 2025-08-13 | 13F | Certior Financial Group, Llc | 18 612 | 1,79 | 757 | 20,77 | ||||
| 2025-08-13 | 13F | Dana Investment Advisors, Inc. | 6 721 | 0,00 | 273 | 18,70 | ||||
| 2025-08-14 | 13F | UBS Group AG | 4 061 328 | 12,81 | 165 093 | 33,89 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 7 203 | 0,00 | 293 | 18,70 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 2 795 286 | 7,71 | 113 628 | 27,84 | ||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 7 553 | 320 | ||||||
| 2025-07-08 | 13F | Everpar Advisors Llc | 106 172 | 24,65 | 4 316 | 47,93 | ||||
| 2025-07-22 | 13F | Wealthcare Capital Management Llc | 9 386 | 21,61 | 382 | 44,32 | ||||
| 2025-07-24 | 13F | Ridgeline Wealth Planning, LLC | 115 991 | 10,73 | 4 715 | 31,45 | ||||
| 2025-08-07 | 13F | Cvfg Llc | 7 725 | 9,50 | 314 | 30,29 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 93 705 | −61,48 | 3 809 | −54,28 | ||||
| 2025-08-18 | 13F | Tyler-Stone Wealth Management | 62 804 | 19,40 | 2 553 | 41,70 | ||||
| 2025-08-14 | 13F | Clark Capital Management Group, Inc. | 9 469 | 385 | ||||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 947 838 | 7,71 | 38 530 | 27,83 | ||||
| 2025-08-06 | 13F | Mascagni Wealth Management, Inc. | 15 852 | 9,38 | 644 | 29,84 | ||||
| 2025-08-13 | 13F | Capital Group Private Client Services, Inc. | 22 261 894 | 1,99 | 904 946 | 21,05 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 8 240 751 | 5,16 | 334 987 | 24,81 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 144 694 | 7,50 | 5 882 | 27,57 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 110 631 | 30,47 | 4 497 | 54,86 | ||||
| 2025-08-07 | 13F | PCG Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Mather Group, Llc. | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | JSF Financial, LLC | 915 194 | −2,51 | 37 203 | 15,70 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 1 303 527 | 27,74 | 53 009 | 51,37 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 425 110 | 11,18 | 17 282 | 31,96 | ||||
| 2025-08-01 | 13F | Ferguson Shapiro LLC | 342 583 | 13 926 | ||||||
| 2025-07-14 | 13F | Gries Financial Llc | 47 334 | 1 924 | ||||||
| 2025-07-16 | 13F | Kerntke Otto McGlone Wealth Management Group | 22 383 | 32,53 | 910 | 57,27 | ||||
| 2025-08-05 | 13F | Prosperity Wealth Management, Inc. | 7 446 | 0,00 | 303 | 18,43 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 380 279 | 7,83 | 15 458 | 27,97 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 16 216 | 24,92 | 659 | 48,42 | ||||
| 2025-08-11 | 13F | Forge Financial Services LLC | 136 255 | 6,67 | 5 567 | 27,25 | ||||
| 2025-07-10 | 13F | Kmg Fiduciary Partners, Llc | 20 896 | −9,51 | 849 | 7,47 | ||||
| 2025-08-14 | 13F | Clg Llc | 303 824 | 32,17 | 12 350 | 56,87 | ||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 257 979 | 4,82 | 10 487 | 24,23 | ||||
| 2025-07-15 | 13F | Charter Capital Management, LLC\DE | 152 651 | 6 205 | ||||||
| 2025-08-14 | 13F | Tudor Financial Inc. | 9 798 | 0,00 | 398 | 18,81 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 1 093 942 | 1 086,15 | 44 468 | 1 308,11 | ||||
| 2025-08-07 | 13F | Commerce Bank | 8 591 | −7,03 | 349 | 10,44 | ||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 62 | 0,00 | 0 | |||||
| 2025-07-22 | 13F | Wealthcare Capital Partners, LLC | 16 521 | 119,52 | 672 | 161,09 | ||||
| 2025-08-08 | 13F | CWS Financial Advisors, LLC | 119 051 | 12,50 | 4 839 | 33,53 | ||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 7 906 | 395,05 | 321 | 494,44 | ||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 125 084 | 1,24 | 5 085 | 20,16 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 7 254 | 1,95 | 295 | 20,99 | ||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 20 528 | 55,59 | 834 | 84,92 | ||||
| 2025-08-12 | 13F/A | Cozad Asset Management Inc | 152 868 | 10,06 | 6 214 | 30,63 | ||||
| 2025-07-31 | 13F | 180 Wealth Advisors, Llc | 20 294 | −3,29 | 825 | 14,76 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 186 611 | 32,10 | 7 586 | 56,78 | ||||
| 2025-08-12 | 13F | Wayfinding Financial, LLC | 86 076 | −3,46 | 4 | 0,00 | ||||
| 2025-07-22 | 13F | SOL Capital Management CO | 668 065 | 1,41 | 27 | 22,73 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 10 234 | 37,42 | 416 | 63,14 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 24 691 | 12,75 | 1 004 | 33,73 | ||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 21 479 | 0,00 | 873 | 18,78 | ||||
| 2025-07-08 | 13F | Advance Capital Management, Inc. | 757 244 | −4,72 | 30 782 | 13,08 | ||||
| 2025-07-25 | 13F | Northwest Capital Management Inc | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Titleist Asset Management, Llc | 9 590 | 0,50 | 390 | 19,33 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 137 052 | 1,35 | 5 571 | 20,30 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 203 116 | 22,76 | 8 257 | 45,71 | ||||
| 2025-07-15 | 13F | MCF Advisors LLC | 573 | 0,00 | 23 | 21,05 | ||||
| 2025-08-05 | 13F | Hunter Associates Investment Management Llc | 19 100 | 0,00 | 1 | |||||
| 2025-07-24 | 13F | Financial Security Advisor, Inc. | 2 116 092 | 3,27 | 86 019 | 22,57 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 415 294 | 44,47 | 16 882 | 71,47 | ||||
| 2025-07-24 | 13F | MSH Capital Advisors LLC | 27 586 | −5,46 | 1 121 | 12,21 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 22 655 | 921 | ||||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 411 088 | 1,04 | 16 711 | 19,92 | ||||
| 2025-08-12 | 13F | Putnam Fl Investment Management Co | 40 383 | −74,44 | 1 642 | −69,67 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 2 032 202 | 1,21 | 82 975 | 20,65 | ||||
| 2025-08-08 | 13F | Security Financial Services, INC. | 7 551 | 307 | ||||||
| 2025-07-22 | 13F | CPR Investments Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Summit Investment Advisory Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 105 545 | 12,95 | 4 290 | 34,06 | ||||
| 2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 64 168 | 26,95 | 3 | −99,88 | ||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 14 407 | 0,00 | 588 | 17,17 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 545 674 | 53,74 | 22 182 | 82,47 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 313 311 | 1 942,44 | 12 736 | 2 325,90 | ||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 13 428 | 2,81 | 546 | 21,92 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 62 158 | 332,67 | 2 527 | 413,41 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 12 601 | 2,92 | 512 | 22,20 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 598 921 | 230,57 | 24 346 | 289,15 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 1 196 678 | 30,04 | 49 | 54,84 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 8 500 | 346 | ||||||
| 2025-08-26 | 13F | Nautilus Advisors LLC | 34 163 | 78,00 | 1 389 | 111,26 | ||||
| 2025-08-07 | 13F | 1620 Investment Advisors, Inc. | 201 | 8 | ||||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 165 610 | 30,52 | 7 | 50,00 | ||||
| 2025-07-17 | 13F | Oakworth Capital, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Clearview Wealth Advisors LLC | 198 550 | 7,34 | 8 071 | 27,40 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 1 320 | 0,00 | 54 | 17,78 | ||||
| 2025-07-21 | 13F | Financial Council Asset Management Inc | 432 606 | 1,14 | 17 585 | 20,04 | ||||
| 2025-07-09 | 13F | Pines Wealth Management, LLC | 34 842 | 0,41 | 1 423 | 34,28 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 141 489 | 0,91 | 5 752 | 20,06 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 34 | 1 | ||||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 1 141 | 0,00 | 46 | 17,95 | ||||
| 2025-08-14 | 13F | Sei Investments Co | 1 163 011 | 19,52 | 47 277 | 41,85 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 486 500 | 19 776 | ||||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 120 977 | 3,59 | 4 918 | 22,96 | ||||
| 2025-07-23 | 13F | Capital Management Associates, Inc | 27 430 | −50,00 | 1 115 | −40,63 | ||||
| 2025-08-18 | 13F | Wellington Capital Management, Inc. | 17 451 | 1 | ||||||
| 2025-08-12 | 13F | Leigh Baldwin & Co., Llc | 102 065 | 40,80 | 4 149 | 67,12 | ||||
| 2025-07-30 | 13F | Smith Thornton Advisors LLC | 184 452 | 5,85 | 7 498 | 25,62 | ||||
| 2025-08-01 | 13F | Delta Investment Management, LLC | 111 036 | −0,13 | 4 514 | 18,54 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 260 006 | −29,14 | 10 569 | −15,89 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 54 354 | 121,33 | 2 209 | 162,66 | ||||
| 2025-08-11 | 13F | Hopwood Financial Services, Inc. | 90 538 | 15,02 | 3 680 | 36,50 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 771 867 | 19,39 | 31 376 | 41,70 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 3 237 945 | 17,83 | 132 | 39,36 | ||||
| 2025-07-11 | 13F | Lincoln Capital LLC | 57 854 | 2,85 | 2 352 | 28,33 | ||||
| 2025-08-06 | 13F | Mark Sheptoff Financial Planning, Llc | 564 | 0,00 | 23 | 15,79 | ||||
| 2025-08-13 | 13F | Aspire Growth Partners LLC | 26 567 | −8,15 | 1 080 | 4,86 | ||||
| 2025-07-28 | 13F | Eq Wealth Advisors, Llc | 235 442 | 15,33 | 9 571 | 36,89 | ||||
| 2025-04-10 | 13F | Iams Wealth Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Zions Bancorporation, National Association /ut/ | 5 000 | 0,00 | 203 | 18,71 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 16 197 | 44,09 | 658 | 70,91 | ||||
| 2025-07-15 | 13F | tru Independence LLC | 161 996 | 60,64 | 6 585 | 90,70 | ||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 84 | 3 | ||||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 453 874 | 160,07 | 18 450 | 208,67 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 177 | 7 | ||||||
| 2025-07-23 | 13F | Trueblood Wealth Management, LLC | 34 668 | 11,59 | 1 409 | 32,42 | ||||
| 2025-07-31 | 13F | Carlton Hofferkamp & Jenks Wealth Management, LLC | 14 863 | −0,09 | 619 | 27,69 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 30 043 695 | 31,57 | 1 221 276 | 56,15 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 186 349 | −32,71 | 7 575 | −20,13 | ||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 48 964 | 1,36 | 1 990 | 20,31 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 304 746 | 115,11 | 12 388 | 155,30 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | ORG Partners LLC | 9 866 | 38,24 | 397 | 60,98 | ||||
| 2025-07-10 | 13F | Worth Asset Management, LLC | 4 940 | 201 | ||||||
| 2025-08-05 | 13F | 5T Wealth, LLC | 135 018 | −7,51 | 5 488 | 9,78 | ||||
| 2025-07-17 | 13F | Eclectic Associates Inc /adv | 657 431 | 12,72 | 26 724 | 33,79 | ||||
| 2025-07-22 | 13F | Accel Wealth Management | 52 502 | 20,99 | 2 134 | 43,61 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 36 574 | 15,12 | 1 487 | 36,58 | ||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 63 652 | 0,00 | 2 587 | 18,67 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 12 940 | 65,71 | 526 | 97,00 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 252 436 | 204,50 | 10 262 | 261,43 | ||||
| 2025-08-04 | 13F | Northwest Financial Advisors | 14 892 | 0,00 | 605 | 18,63 | ||||
| 2025-07-11 | 13F | AA Financial Advisors, LLC | 200 152 | 1,79 | 8 136 | 20,82 | ||||
| 2025-07-09 | 13F | WealthCare Investment Partners, LLC | 274 830 | −5,39 | 11 221 | 21,97 | ||||
| 2025-08-05 | 13F | Carson Advisory Inc. | 6 127 | 1,85 | 249 | 20,87 | ||||
| 2025-08-07 | 13F | Winch Advisory Services, LLC | 1 463 | 0,00 | 59 | 18,00 | ||||
| 2025-07-30 | 13F | BlueChip Wealth Advisors LLC | 145 662 | 0,84 | 5 921 | 19,69 | ||||
| 2025-07-15 | 13F | Oxinas Partners Wealth Management LLC | 16 232 | 1,44 | 660 | 20,26 | ||||
| 2025-08-11 | 13F | Core Wealth Partners LLC | 6 220 | 253 | ||||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 18 654 | 8,87 | 758 | 29,35 | ||||
| 2025-07-23 | 13F | Tcfg Wealth Management, Llc | 9 940 | 404 | ||||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 1 317 | 218,12 | 54 | 278,57 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 82 298 | 421,67 | 3 345 | 519,44 | ||||
| 2025-07-15 | 13F | Hartmann Taylor Wealth Management, LLC | 324 452 | 15,21 | 13 189 | 36,73 | ||||
| 2025-08-13 | 13F | Haverford Trust Co | 671 563 | 2,41 | 27 299 | 21,56 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 97 840 | −0,03 | 3 977 | 18,68 | ||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 10 264 | 417 | ||||||
| 2025-08-06 | 13F | Convergence Financial, LLC | 61 792 | 1,20 | 2 512 | 20,09 | ||||
| 2025-08-13 | 13F | Kuhn & Co Investment Counsel | 122 740 | 11,49 | 4 989 | 32,33 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 615 985 | −4,12 | 25 040 | 13,79 | ||||
| 2025-08-14 | 13F | Fmr Llc | 915 | 0,00 | 37 | 19,35 | ||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 2 000 | 0,00 | 81 | 17,39 | ||||
| 2025-07-28 | 13F | Cushing Capital Partners, LLC | 11 075 | 0,00 | 450 | 18,73 | ||||
| 2025-08-12 | 13F | PKS Advisory Services, LLC | 50 355 | 20,95 | 2 047 | 43,58 | ||||
| 2025-07-23 | 13F | Castle Rock Wealth Management, LLC | 5 617 | 233 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 250 997 | 10 203 | ||||||
| 2025-07-15 | 13F | Lynch & Associates/in | 31 213 | 20,51 | 1 269 | 42,95 | ||||
| 2025-04-30 | 13F | J Hagan Capital, Inc. | 18 786 | 698 | ||||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 138 993 | −17,89 | 5 650 | −2,54 | ||||
| 2025-08-15 | 13F | Lantern Wealth Advisors, LLC | 9 394 | 382 | ||||||
| 2025-08-13 | 13F | RPg Family Wealth Advisory, LLC | 120 548 | −1,23 | 4 900 | 17,22 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 1 841 | −93,51 | 74 | −92,49 | ||||
| 2025-07-21 | 13F | Triad Wealth Partners, LLC | 6 831 | 278 | ||||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 87 758 | −14,62 | 3 567 | 1,34 | ||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 14 | 1 | ||||||
| 2025-08-12 | 13F | Barnes Pettey Financial Advisors, Llc | 756 831 | 3,93 | 30 765 | 23,36 | ||||
| 2025-07-10 | 13F | Professional Financial Advisors, LLC | 31 051 | 0,88 | 1 262 | 19,73 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Capital Planning LLC | 21 073 | −64,58 | 857 | −57,98 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 9 161 | 131,34 | 372 | 175,56 | ||||
| 2025-07-17 | 13F | Tempus Wealth Planning, LLC | 54 643 | −0,12 | 2 221 | 18,58 | ||||
| 2025-07-30 | 13F | IMG Wealth Management, Inc. | 112 047 | 9,78 | 4 555 | 30,30 | ||||
| 2025-08-13 | 13F | RIA Advisory Group LLC | 14 333 | 4,01 | 583 | 23,57 | ||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 380 100 | 15 451 | ||||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 513 604 | 2,57 | 20 878 | 21,74 | ||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 99 094 | 79,69 | 4 028 | 113,35 | ||||
| 2025-07-11 | 13F | Lantz Financial LLC | 95 277 | 2,54 | 3 873 | 21,68 | ||||
| 2025-04-09 | 13F | Quantum Financial Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 34 793 | 0,68 | 1 414 | 19,53 | ||||
| 2025-08-14 | 13F | Harmony Asset Management Llc | 19 015 | 4,24 | 773 | 23,72 | ||||
| 2025-07-17 | 13F | Nicholson Meyer Capital Management, Inc. | 97 670 | 188,63 | 3 970 | 242,83 | ||||
| 2025-08-13 | 13F | Strategic Family Wealth Counselors, L.L.C. | 275 852 | 0,30 | 11 213 | 19,03 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 506 074 | 6,83 | 20 572 | 26,79 | ||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 9 964 | 405 | ||||||
| 2025-08-08 | 13F | Sittner & Nelson, Llc | 26 907 | 19,90 | 1 094 | 42,32 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 6 897 | 1,86 | 280 | 21,21 | ||||
| 2025-07-16 | 13F | Crown Wealth Group, LLC | 5 658 | 230 | ||||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 168 372 | 35,46 | 7 | 50,00 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 277 003 | 27,99 | 11 559 | 55,95 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 181 105 | 12,06 | 7 326 | 32,15 | ||||
| 2025-07-08 | 13F | Adamsbrown Wealth Consultants Llc | 1 029 371 | 12,21 | 41 844 | 33,17 | ||||
| 2025-07-09 | 13F | Sapient Capital Llc | 5 125 | 208 | ||||||
| 2025-07-25 | 13F | Transcendent Capital Group LLC | 73 063 | 3,50 | 2 970 | 22,88 | ||||
| 2025-07-23 | 13F | Bellevue Asset Management, Llc | 261 199 | −0,57 | 10 618 | 18,01 | ||||
| 2025-07-23 | 13F | Steel Peak Wealth Management LLC | 23 907 | 3,60 | 972 | 22,91 | ||||
| 2025-09-09 | 13F | NWF Advisory Services Inc. | 119 935 | 24,17 | 4 875 | 47,37 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 19 818 | 10,19 | 806 | 30,68 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 11 853 | −3,19 | 482 | 14,80 | ||||
| 2025-07-16 | 13F | Owen LaRue, LLC | 62 686 | 61,53 | 2 548 | 91,72 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 6 612 | −39,67 | 269 | −28,53 | ||||
| 2025-08-06 | 13F | New Millennium Group LLC | 0 | 0 | ||||||
| 2025-07-22 | 13F | Olistico Wealth, LLC | 131 219 | 14,61 | 5 334 | 36,04 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 5 966 | 0 | ||||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 164 724 | 18,02 | 6 696 | 40,08 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 11 478 224 | 0,64 | 466 590 | 19,44 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 126 676 | 34,84 | 5 149 | 60,06 | ||||
| 2025-07-31 | 13F | McCarthy Asset Management, Inc. | 17 937 | −6,46 | 729 | 11,13 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 3 266 | 0,00 | 133 | 18,92 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 17 354 | 12,94 | 705 | 34,03 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 840 284 | 3,44 | 34 158 | 13,13 | ||||
| 2025-07-24 | 13F | FinDec Wealth Services, Inc. | 7 548 | −54,14 | 307 | −45,65 | ||||
| 2025-08-14 | 13F | Operose Advisors LLC | 3 100 | 126 | ||||||
| 2025-08-14 | 13F | Betterment LLC | 10 640 | 20,06 | 0 | |||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 4 450 735 | 21,16 | 180 923 | 43,80 | ||||
| 2025-07-30 | 13F | Bleakley Financial Group, LLC | 145 947 | 1,37 | 5 933 | 20,32 | ||||
| 2025-05-13 | 13F | Quadrant Capital Group Llc | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 12 435 851 | 6,49 | 506 | 26,57 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 188 912 | 24,94 | 7 679 | 48,30 | ||||
| 2025-08-14 | 13F | Herold Advisors, Inc. | 9 033 | 367 | ||||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 57 645 | 2,56 | 2 | 100,00 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 98 762 | −13,84 | 4 015 | 2,27 | ||||
| 2025-08-12 | 13F | Absolute Capital Management, LLC | 47 672 | −0,44 | 1 938 | 18,11 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 1 220 320 | −10,86 | 49 606 | 5,80 | ||||
| 2025-07-22 | 13F | Confluence Wealth Services, Inc. | 950 466 | 3,87 | 38 636 | 26,75 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 65 101 | 2 646 | ||||||
| 2025-07-25 | 13F | M.e. Allison & Co., Inc. | 133 793 | 33,98 | 5 439 | 59,01 | ||||
| 2025-04-18 | 13F | Optivise Advisory Services LLC | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | CapWealth Advisors, LLC | 63 630 | −2,68 | 2 587 | 15,50 | ||||
| 2025-07-22 | 13F | Ergawealth Advisors, Inc. | 635 729 | 4,44 | 25 842 | 23,96 | ||||
| 2025-07-16 | 13F | Magnus Financial Group LLC | 113 674 | 12,18 | 4 621 | 33,14 | ||||
| 2025-08-12 | 13F | Entruity Wealth, LLC | 100 524 | 10,86 | 4 086 | 31,59 | ||||
| 2025-08-14 | 13F | Obsidian Personal Planning Solutions LLC | 226 782 | 2,80 | 9 219 | 19,93 | ||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 30 735 | −2,02 | 1 249 | 16,29 | ||||
| 2025-07-22 | 13F/A | Duncan Williams Asset Management, LLC | 6 496 | 3,75 | 264 | 23,36 | ||||
| 2025-07-25 | 13F | McNamara Financial Services, Inc. | 6 600 | −46,70 | 268 | −36,79 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 747 006 | 52,90 | 30 366 | 81,47 | ||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 304 055 | −2,19 | 12 360 | 16,08 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 79 791 | 29,77 | 3 244 | 54,06 | ||||
| 2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 8 960 | 364 | ||||||
| 2025-07-24 | 13F | rebel Financial LLC | 241 232 | 9 806 | ||||||
| 2025-07-29 | 13F | Private Trust Co Na | 30 860 | 80,80 | 1 254 | 114,73 | ||||
| 2025-08-13 | 13F | Vermillion & White Wealth Management Group, LLC | 4 093 | 4,39 | 166 | 23,88 | ||||
| 2025-08-13 | 13F | Fi3 FINANCIAL ADVISORS, LLC | 6 338 | 258 | ||||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 6 000 | 84,62 | 244 | 118,92 | ||||
| 2025-08-27 | 13F | Cypress Capital Advisors, LLC | 147 851 | 19,85 | 6 010 | 42,25 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 4 935 | 0,00 | 0 | |||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 16 317 | −33,09 | 663 | −20,60 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 583 425 | 37,66 | 23 716 | 63,39 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 5 470 | 222 | ||||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 32 746 | −27,78 | 1 331 | −14,29 | ||||
| 2025-07-28 | 13F | Acorn Financial Advisory Services Inc /adv | 9 536 | −11,70 | 388 | 4,88 | ||||
| 2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 14 179 | −46,51 | 576 | −36,49 | ||||
| 2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 128 090 | 2,46 | 5 207 | 12,05 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 107 562 | 78,56 | 4 372 | 111,92 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 3 877 | 62,35 | 158 | 93,83 | ||||
| 2025-08-12 | 13F | XTX Topco Ltd | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Townsend Asset Management Corp /nc/ /adv | 131 052 | −1,38 | 5 327 | 17,05 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 1 905 | 77 | ||||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 15 765 | 11,57 | 641 | 32,51 | ||||
| 2025-08-14 | 13F | Investmark Advisory Group LLC | 216 392 | −9,86 | 8 796 | 6,99 | ||||
| 2025-07-14 | 13F | BetterWealth, LLC | 201 118 | 7,62 | 8 175 | 27,73 | ||||
| 2025-08-13 | 13F | Capital International Investors | 12 276 | −36,44 | 499 | −24,51 | ||||
| 2025-07-22 | 13F | Gemmer Asset Management LLC | 49 520 | 4,29 | 2 013 | 23,74 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 391 757 | 27,04 | 15 925 | 50,77 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 256 014 | 19,19 | 10 407 | 41,46 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 262 942 | 70,78 | 10 689 | 102,69 | ||||
| 2025-07-22 | 13F | Gutierrez Wealth Advisory, LLC | 347 156 | −2,96 | 14 112 | 15,17 | ||||
| 2025-08-14 | 13F | Tudor Investment Corp Et Al | 10 171 | 413 | ||||||
| 2025-07-18 | 13F | Cooper Financial Group | 127 170 | −0,19 | 5 169 | 18,47 | ||||
| 2025-08-05 | 13F | Mason Investment Advisory Services, Inc. | 240 420 | 29,28 | 9 773 | 53,45 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 14 631 | 0,00 | 595 | 18,56 | ||||
| 2025-08-14 | 13F | Menora Mivtachim Holdings Ltd. | 162 380 | 54,61 | 6 601 | 83,49 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 66 449 | 29,32 | 2 701 | 53,55 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 1 789 017 | 19,50 | 72 724 | 41,83 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 1 782 638 | 10,11 | 72 | 30,91 | ||||
| 2025-08-11 | 13F | Advisor Resource Council | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Woodmont Investment Counsel Llc | 31 719 | 13,57 | 1 289 | 34,83 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 577 712 | 330,60 | 23 484 | 411,06 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 176 676 | 25,87 | 7 182 | 37,65 | ||||
| 2025-07-10 | 13F | Financial Management Network Inc | 71 421 | 89,73 | 2 916 | 150,09 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 984 817 | −4,98 | 40 033 | 12,78 | ||||
| 2025-07-29 | 13F | Burford Brothers, Inc. | 197 303 | 6,68 | 8 020 | 26,62 | ||||
| 2025-08-11 | 13F | Wealthgarden F.s. Llc | 14 997 | 0,87 | 626 | 22,79 | ||||
| 2025-07-29 | 13F | Balboa Wealth Partners | 11 750 | 478 | ||||||
| 2025-08-12 | 13F | Vawter Financial, Ltd. | 5 761 | −96,14 | 234 | −95,42 | ||||
| 2025-08-12 | 13F | Lodestone Wealth Management LLC | 26 214 | 3,88 | 1 066 | 23,26 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 231 454 | 69,99 | 9 | 125,00 | ||||
| 2025-07-17 | 13F | KWB Wealth | 118 034 | 44,72 | 4 043 | 33,36 | ||||
| 2025-08-08 | 13F | Intrua Financial, LLC | 5 861 | 238 | ||||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 18 540 | 3,02 | 754 | 22,24 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 568 085 | −25,77 | 23 175 | −11,59 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 26 514 | 39,13 | 1 078 | 65,18 | ||||
| 2025-07-14 | 13F | Main Line Retirement Advisors, LLC | 425 787 | 8,51 | 17 308 | 28,79 | ||||
| 2025-07-22 | 13F | McElhenny Sheffield Capital Management, LLC | 30 600 | 150 | ||||||
| 2025-08-04 | 13F | Spire Wealth Management | 69 139 | 1,67 | 2 810 | 20,65 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 14 336 | −50,93 | 583 | −41,80 | ||||
| 2025-08-08 | 13F | Royal Harbor Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 54 996 | 2,49 | 2 236 | 21,67 | ||||
| 2025-08-15 | 13F | High Falls Advisors, Inc | 10 879 | 14,73 | 442 | 36,42 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 409 183 | 19,58 | 16 633 | 41,92 | ||||
| 2025-05-01 | 13F | WESPAC Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 186 777 | −41,60 | 7 592 | −30,69 | ||||
| 2025-07-15 | 13F | Signet Financial Management, Llc | 70 389 | −20,04 | 2 861 | −5,11 | ||||
| 2025-08-04 | 13F | Bridgewealth Advisory Group, LLC | 182 411 | 43,32 | 7 415 | 70,08 | ||||
| 2025-08-12 | 13F | Fairscale Capital, LLC | 1 134 | 0,00 | 47 | 23,68 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 495 516 | 4,19 | 20 143 | 23,66 | ||||
| 2025-07-21 | 13F | Investment Planning Advisors, Inc. | 83 506 | −42,15 | 3 395 | −31,35 | ||||
| 2025-08-13 | 13F | Virtue Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 3 073 | 0,00 | 125 | 18,10 | ||||
| 2025-07-16 | 13F | Midwest Heritage Bank, FSB | 280 082 | 18,30 | 11 385 | 40,42 | ||||
| 2025-08-07 | 13F | Weil Company, Inc. | 30 314 | −85,92 | 1 232 | −83,29 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 5 178 | 211 | ||||||
| 2025-07-08 | 13F | IAM Advisory, LLC | 345 835 | 444,01 | 14 058 | 545,75 | ||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 5 231 | 213 | ||||||
| 2025-07-29 | 13F | Latitude Advisors, LLC | 54 486 | 3,46 | 2 215 | 22,80 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 146 160 | 10,78 | 5 941 | 31,50 | ||||
| 2025-08-04 | 13F | Saxony Capital Management, LLC | 18 216 | 3,14 | 740 | 22,52 | ||||
| 2025-08-12 | 13F | Bedel Financial Consulting, Inc. | 278 912 | −1,17 | 11 338 | 13,17 | ||||
| 2025-08-18 | 13F/A | Kestra Investment Management, LLC | 1 469 931 | −17,53 | 59 753 | −2,12 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 80 303 | 4,74 | 2 985 | 13,68 | ||||
| 2025-05-14 | 13F | Oarsman Capital, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-19 | 13F | Cim, Llc | 16 040 | 31,77 | 652 | 56,73 | ||||
| 2025-07-08 | 13F | Ballew Advisors, Inc | 264 882 | 2,52 | 10 815 | 26,82 | ||||
| 2025-08-05 | 13F | Lifeworks Advisors, LLC | 27 806 | 1,46 | 1 130 | 20,47 | ||||
| 2025-08-06 | 13F | LeClair Wealth Partners LLC | 79 765 | −0,77 | 3 242 | 17,76 | ||||
| 2025-08-12 | 13F | Marshall & Sterling Wealth Advisors Inc. | 2 741 | 44,80 | 111 | 73,44 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 8 464 909 | 8,83 | 344 099 | 29,17 | ||||
| 2025-07-17 | 13F | Investment Advisory Services Inc /tx /adv | 48 585 | 17,40 | 1 975 | 39,31 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 412 884 | −0,06 | 16 784 | 18,62 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 6 768 | 275 | ||||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 11 033 | 448 | ||||||
| 2025-08-04 | 13F | Hicks Capital Management Llc | 10 175 | 414 | ||||||
| 2025-07-11 | 13F | Weatherly Asset Management L. P. | 14 695 | 0,00 | 597 | 18,69 | ||||
| 2025-08-04 | 13F | Coign Capital Advisors LLC | 228 586 | 9 292 | ||||||
| 2025-08-14 | 13F | Challenger Wealth Management | 433 728 | 11,18 | 17 631 | 31,96 | ||||
| 2025-07-15 | 13F | Colonial River Wealth Management, LLC | 245 562 | 20,15 | 10 061 | 43,73 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 1 789 782 | 21,74 | 72 755 | 44,49 | ||||
| 2025-07-21 | 13F | Hilltop National Bank | 338 | 0,00 | 14 | 8,33 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 114 619 | 39,99 | 4 659 | 66,16 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 1 308 | 53 | ||||||
| 2025-07-15 | 13F | Legacy Solutions, Llc | 158 030 | 2,07 | 6 424 | 21,14 | ||||
| 2025-05-14 | 13F | Jane Street Group, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 6 196 806 | 25,21 | 251 900 | 48,60 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 10 226 | 2,43 | 416 | 21,70 | ||||
| 2025-07-25 | 13F | Bill Few Associates, Inc. | 46 520 | 56,58 | 1 891 | 85,94 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 190 260 | −50,73 | 7 734 | −43,88 | ||||
| 2025-07-16 | 13F | RWM Asset Management, LLC | 124 907 | 5,81 | 5 077 | 25,58 | ||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 14 | 1 | ||||||
| 2025-08-12 | 13F | Armor Investment Advisors, LLC | 260 313 | 0,58 | 10 582 | 19,37 | ||||
| 2025-08-25 | 13F | Silverlake Wealth Management Llc | 23 983 | 6,74 | 975 | 26,66 | ||||
| 2025-08-12 | 13F | Pettyjohn, Wood & White, Inc | 37 911 | −3,12 | 1 541 | 15,00 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 11 723 | −8,04 | 477 | 9,17 | ||||
| 2025-07-23 | 13F | Indiana Trust & Investment Management CO | 602 | 0,00 | 24 | 20,00 | ||||
| 2025-08-01 | 13F | Chilton Capital Management Llc | 3 097 | 100,32 | 126 | 140,38 | ||||
| 2025-08-05 | 13F | Aurdan Capital Management, LLC | 96 701 | −0,86 | 3 931 | 17,66 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 1 074 317 | 8,55 | 43 677 | 28,84 | ||||
| 2025-07-14 | 13F | Ai Financial Services Llc | 103 408 | 11,87 | 4 204 | 32,80 | ||||
| 2025-07-22 | 13F | Brown Miller Wealth Management, LLC | 18 666 | 0,00 | 759 | 18,62 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 1 450 | 0,00 | 59 | 31,82 | ||||
| 2025-07-16 | 13F | Swisher Financial Concepts, Inc. | 167 711 | 15,42 | 6 817 | 37,00 | ||||
| 2025-08-13 | 13F | Luminist Capital LLC | 9 | 0 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 11 867 415 | 24,39 | 482 410 | 47,63 | ||||
| 2025-07-15 | 13F | Retirement Guys Formula Llc | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | West Michigan Advisors, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Warner Financial, Inc | 36 227 | 3,53 | 1 | 0,00 | ||||
| 2025-08-12 | 13F | Summit Global Investments | 21 044 | 22,86 | 1 | |||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 339 826 | 35,37 | 13 814 | 60,67 | ||||
| 2025-08-06 | 13F | Carnegie Lake Advisors LLC | 13 576 | 5,40 | 1 | |||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 57 159 | −9,89 | 2 324 | 6,95 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 829 | −8,30 | 28 | −15,15 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 5 611 | −55,82 | 228 | −47,59 | ||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 64 398 | 11,61 | 2 618 | 32,44 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 61 891 | 57,35 | 2 516 | 86,71 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 81 481 | 43,08 | 3 312 | 69,85 | ||||
| 2025-08-08 | 13F | New England Capital Financial Advisors LLC | 1 442 572 | 1,46 | 58 641 | 20,43 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 904 | 0,00 | 37 | 16,13 | ||||
| 2025-08-13 | 13F | IAG Wealth Partners, LLC | 257 | −56,88 | 10 | −50,00 | ||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 238 777 | −0,44 | 9 706 | 18,16 | ||||
| 2025-08-06 | 13F | ORBA Wealth Advisors, L.L.C. | 15 230 | 0,00 | 619 | 18,81 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 398 740 | 39,82 | 16 209 | 65,95 | ||||
| 2025-08-04 | 13F | Premier Path Wealth Partners, LLC | 7 205 | 0,00 | 293 | 18,70 | ||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 14 964 | −6,45 | 608 | 11,15 | ||||
| 2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 845 883 | 7,96 | 34 385 | 28,13 | ||||
| 2025-08-13 | 13F | Millstone Evans Group, LLC | 105 | 4 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-15 | 13F | Norden Group Llc | 24 362 | 0,77 | 990 | 19,71 | ||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 300 | 12 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 4 591 124 | 38,17 | 185 715 | 62,95 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 83 453 | 9,76 | 3 392 | 30,26 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 233 197 | 10,05 | 9 479 | 28,58 | ||||
| 2025-08-07 | 13F | Alpha Financial Advisors, LLC | 418 278 | −32,19 | 17 003 | −19,52 | ||||
| 2025-07-16 | 13F | Signature Resources Capital Management, LLC | 65 294 | 2,34 | 2 654 | 21,46 | ||||
| 2025-07-30 | 13F | Prosperity Financial Group, Inc. | 6 525 | 4,50 | 265 | 24,41 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 27 851 | 11,75 | 1 132 | 32,71 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 47 389 | −4,32 | 1 926 | 13,56 | ||||
| 2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 43 138 | −5,97 | 2 | 0,00 | ||||
| 2025-07-17 | 13F | Venture Visionary Partners LLC | 44 083 | 143,40 | 1 792 | 188,87 | ||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 44 190 | −2,54 | 1 796 | 15,65 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 16 826 | 89,93 | 684 | 125,41 | ||||
| 2025-08-06 | 13F | Souders Financial Advisors | 364 518 | 10,04 | 14 818 | 30,59 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 247 893 | 19,32 | 10 077 | 41,62 | ||||
| 2025-07-15 | 13F | James J. Burns & Company, LLC | 6 128 | 249 | ||||||
| 2025-08-12 | 13F | Richmond Investment Services, LLC | 22 261 | 905 | ||||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 122 909 | 17,53 | 4 996 | 39,51 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 4 919 729 | 17,79 | 199 833 | 39,69 | ||||
| 2025-07-17 | 13F | Genesis Private Wealth, Llc | 208 799 | 2,61 | 8 488 | 21,78 | ||||
| 2025-07-23 | 13F | Seamount Financial Group Inc | 53 230 | 33,10 | 2 164 | 58,00 | ||||
| 2025-07-28 | 13F | JGP Wealth Management, LLC | 5 540 | 225 | ||||||
| 2025-07-15 | 13F | Centerline Wealth Advisors, LLC | 206 093 | −24,74 | 8 378 | −10,68 | ||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 1 141 | −38,79 | 46 | −26,98 | ||||
| 2025-07-11 | 13F | Kingstone Capital Partners Texas, LLC | 28 640 | 1 | ||||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 12 245 | 65,21 | 498 | 96,44 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 27 206 | −38,38 | 1 106 | −26,92 | ||||
| 2025-08-13 | 13F | M Holdings Securities, Inc. | 17 513 | 1 | ||||||
| 2025-08-06 | 13F | Atlas Legacy Advisors, LLC | 42 328 | −23,09 | 1 719 | −13,49 | ||||
| 2025-08-13 | 13F | Banco de Sabadell, S.A | 1 162 | 0 | ||||||
| 2025-07-16 | 13F/A | CX Institutional | 1 589 | 14,40 | 0 | |||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Acas, Llc | 285 443 | 4,93 | 12 100 | 26,28 | ||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 1 | 0,00 | 0 | |||||
| 2025-08-14 | 13F | Stifel Financial Corp | 1 622 271 | 9,32 | 65 946 | 29,75 | ||||
| 2025-08-14 | 13F | Florida Financial Advisors, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 2 079 960 | 13,77 | 84 550 | 35,03 | ||||
| 2025-07-11 | 13F | Arthur M. Cohen & Associates, Llc | 7 258 | 0,00 | 295 | 18,95 | ||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 138 143 | 17,91 | 5 616 | 39,96 | ||||
| 2025-07-22 | 13F | Oak Hill Wealth Advisors, Llc | 24 917 | 26,06 | 1 009 | 49,26 | ||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 81 978 | 0,14 | 3 332 | 18,87 | ||||
| 2025-08-04 | 13F | Clear Investment Research, Llc | 1 504 | 0,00 | 61 | 19,61 | ||||
| 2025-07-24 | 13F | NavPoint Financial, Inc. | 25 598 | −1,89 | 1 041 | 16,46 | ||||
| 2025-08-14 | 13F | Evergreen Wealth Solutions, LLC | 39 137 | −6,57 | 1 591 | 10,88 | ||||
| 2025-05-15 | 13F | Marshall Wace, Llp | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 88 673 | −4,10 | 3 605 | 13,83 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 1 209 719 | 16,75 | 49 175 | 38,57 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 72 775 | 0,36 | 2 958 | 19,13 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 25 103 | 15,19 | 1 | |||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 131 228 | 49,02 | 5 334 | 76,92 | ||||
| 2025-07-17 | 13F | Johnson Bixby & Associates, LLC | 1 324 486 | 1,83 | 53 840 | 20,86 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 65 500 | 2 663 | ||||||
| 2025-07-24 | 13F | Reuter James Wealth Management, Llc | 18 634 | 15,86 | 757 | 37,64 | ||||
| 2025-07-11 | 13F | LongView Wealth Management | 216 514 | −30,93 | 8 801 | −18,02 | ||||
| 2025-05-14 | 13F | Colonial Trust Co / SC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 10 233 | −87,37 | 416 | −85,05 | ||||
| 2025-08-04 | 13F | WNY Asset Management, LLC | 2 070 237 | 1,22 | 84 155 | 20,13 | ||||
| 2025-08-07 | 13F | PFG Advisors | 413 340 | 13,01 | 16 802 | 34,14 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 66 761 | 176,67 | 2 715 | 228,57 | ||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 107 956 | 28,31 | 4 388 | 52,31 | ||||
| 2025-07-01 | 13F | Private Client Services, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 1 151 | 13,62 | 47 | 35,29 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 331 794 | 27,42 | 13 487 | 51,23 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 1 606 | 0,00 | 65 | 20,37 | ||||
| 2025-07-11 | 13F | Trinity Wealth Management, LLC | 39 035 | 121,31 | 1 587 | 162,58 | ||||
| 2025-07-18 | 13F | Parkside Investments, LLC | 80 000 | 0,00 | 3 252 | 18,69 | ||||
| 2025-08-12 | 13F | Investments & Financial Planning, LLC | 263 134 | 5,75 | 10 696 | 25,53 | ||||
| 2025-07-21 | 13F | Ashton Thomas Securities, Llc | 19 911 | 0,00 | 809 | 18,80 | ||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 17 145 | 36,07 | 697 | 61,48 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 375 397 | 19,42 | 15 260 | 41,73 | ||||
| 2025-07-09 | 13F | Beacon Financial Group | 247 108 | 28,18 | 10 045 | 52,11 | ||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 30 135 | 14,14 | 1 225 | 35,40 | ||||
| 2025-08-14 | 13F | Keystone Financial Services, LLC | 16 056 | 12,06 | 653 | 33,06 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 30 323 | 4,66 | 1 233 | 24,19 | ||||
| 2025-08-14 | 13F | Comerica Bank | 40 779 | 29,43 | 1 658 | 53,57 | ||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 1 266 | 51 | ||||||
| 2025-08-14 | 13F | Ambassador Advisors, LLC | 11 130 | −0,77 | 452 | 17,71 | ||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Keystone Financial Group | 25 189 | 45,87 | 1 024 | 73,10 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 78 865 | 124,32 | 3 206 | 166,20 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 155 285 | 41,74 | 6 312 | 68,23 | ||||
| 2025-07-16 | 13F | Moisand Fitzgerald Tamayo, LLC | 1 000 | 0,00 | 41 | 17,65 | ||||
| 2025-05-15 | 13F | National Wealth Management Group, LLC | 21 811 | 10,95 | 747 | 2,33 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 3 262 607 | 16,49 | 133 | 38,95 | ||||
| 2025-07-09 | 13F | Fiduciary Alliance LLC | 39 432 | 1 603 | ||||||
| 2025-07-07 | 13F | Trust Co | 885 | 0,00 | 36 | 16,67 | ||||
| 2025-07-14 | 13F | CRA Financial Services, LLC | 6 155 | −7,29 | 250 | 10,13 | ||||
| 2025-07-09 | 13F | Fermata Advisors, LLC | 42 475 | 5,57 | 1 727 | 25,25 | ||||
| 2025-08-01 | 13F | Signature Wealth Management Group | 16 339 | 2,30 | 664 | 21,39 | ||||
| 2025-07-31 | 13F | Whipplewood Advisors, LLC | 804 | −7,59 | 33 | 6,67 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 25 098 | 0,63 | 1 020 | 19,44 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 278 742 | −7,60 | 11 292 | 15,27 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 109 556 | 25,77 | 3 752 | 15,91 | ||||
| 2025-08-05 | 13F | HFG Advisors, Inc. | 16 127 | 0,00 | 656 | 18,66 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 8 501 | −74,86 | 0 | −100,00 | ||||
| 2025-07-31 | 13F | Richards, Merrill & Peterson, Inc. | 41 810 | 8,46 | 1 700 | 28,71 | ||||
| 2025-07-17 | 13F | Greenbush Financial Group, LLC | 492 414 | −1,22 | 20 017 | 17,24 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 940 | −56,76 | 38 | −48,65 | ||||
| 2025-07-09 | 13F | Sar Wealth Management Group, Llc | 12 600 | −0,23 | 512 | 18,52 | ||||
| 2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 439 321 | 70,77 | 17 858 | 102,68 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 66 | 0 | ||||||
| 2025-07-09 | 13F | Fjell Capital, LLC | 63 697 | 2,90 | 2 589 | 22,12 | ||||
| 2025-07-24 | 13F | Blue Zone Wealth Advisors, LLC | 10 038 | 13,13 | 408 | 34,65 | ||||
| 2025-07-08 | 13F | Goldstone Financial Group, LLC | 6 184 | 0,00 | 252 | 19,43 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 229 590 | 4,52 | 9 333 | 24,05 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 43 | 0,00 | 2 | 0,00 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 232 410 | 39,84 | 9 692 | 68,04 | ||||
| 2025-07-14 | 13F | Golden State Equity Partners | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Mattern Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 135 281 | 68,88 | 5 | 150,00 | ||||
| 2025-07-28 | 13F | Holistic Planning, LLC | 25 154 | 3,52 | 1 023 | 22,84 | ||||
| 2025-08-07 | 13F | Nwam Llc | 20 963 | 3,01 | 873 | 25,29 | ||||
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 1 235 | −3,67 | 50 | 16,28 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 524 427 | −10,66 | 21 318 | 6,03 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 20 941 | 5,56 | 851 | 25,33 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | −100,00 | 0 | |||||
| 2025-07-01 | 13F | Kera Capital Partners, Inc. | 179 443 | 28,56 | 7 294 | 52,59 | ||||
| 2025-07-18 | 13F | Vicus Capital | 13 652 | 555 | ||||||
| 2025-07-15 | 13F | Cora Capital Advisors Llc | 9 932 | 52,47 | 404 | 80,72 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 147 489 | 14,93 | 5 995 | 36,41 | ||||
| 2025-07-24 | 13F | Endeavor Private Wealth, Inc. | 56 111 | 33,87 | 2 281 | 58,89 | ||||
| 2025-08-12 | 13F | RiverFront Investment Group, LLC | 15 009 | 38,08 | 610 | 63,98 | ||||
| 2025-05-09 | 13F | Pnc Financial Services Group, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 10 446 012 | 28,98 | 424 630 | 53,08 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 10 407 693 | 14,69 | 423 073 | 36,12 | ||||
| 2025-07-16 | 13F | Octavia Wealth Advisors, LLC | 16 184 | 0,41 | 658 | 19,02 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 807 | 33 | ||||||
| 2025-07-23 | 13F | Armstrong, Fleming & Moore, Inc | 50 413 | 2 049 | ||||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 34 122 | −0,18 | 1 387 | 18,55 | ||||
| 2025-08-08 | 13F | Creative Planning | 27 418 | 9,74 | 1 115 | 30,29 | ||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 420 | −0,47 | 17 | 21,43 | ||||
| 2025-08-27 | 13F | Tribridge Partners Financial LLC | 513 617 | 21 | ||||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 16 246 | 62,92 | 660 | 93,55 |
