Grundläggande statistik
| Institutionella ägare | 225 total, 225 long only, 0 short only, 0 long/short - change of 9,71% MRQ |
| Genomsnittlig portföljallokering | 0.3854 % - change of 1,51% MRQ |
| Institutionella aktier (lång) | 146 693 759 (ex 13D/G) - change of 14,84MM shares 11,25% MRQ |
| Institutionellt värde (lång) | $ 3 716 837 USD ($1000) |
Institutionellt ägande och aktieägare
Capital Group Fixed Income ETF Trust - Capital Group Municipal Income ETF (US:CGMU) har 225 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 146,693,759 aktier. Största aktieägare inkluderar Capital International Investors, TAIAX - American Funds Tax-Aware Conservative Growth and Income Portfolio Class A, Envestnet Asset Management Inc, Northwestern Mutual Wealth Management Co, Morgan Stanley, LPL Financial LLC, UBS Group AG, Cetera Investment Advisers, Wells Fargo & Company/mn, and Commonwealth Equity Services, Llc .
Capital Group Fixed Income ETF Trust - Capital Group Municipal Income ETF (ARCA:CGMU) 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 26,97 / share. Previously, on September 9, 2024, the share price was 27,37 / share. This represents a decline of 1,46% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 7 220 | 0,00 | 193 | −0,52 | ||||
| 2025-07-15 | 13F | Avaii Wealth Management, Llc | 7 863 | 210 | ||||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 13 201 | −19,92 | 352 | −20,36 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 4 720 170 | 21,01 | 125 981 | 20,43 | ||||
| 2025-07-16 | 13F | Novem Group | 77 339 | −4,62 | 2 064 | −5,06 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 44 802 | 9,27 | 1 196 | 8,74 | ||||
| 2025-07-11 | 13F | Petredis Investment Advisors Llc | 83 300 | 2 223 | ||||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 3 371 | −0,59 | 90 | 0,00 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 640 916 | 38,01 | 17 106 | 37,34 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 13 054 | 0,83 | 348 | 0,29 | ||||
| 2025-08-14 | 13F | UBS Group AG | 3 189 654 | 2,00 | 85 132 | 1,51 | ||||
| 2025-08-06 | 13F | Robinson Smith Wealth Advisors Llc | 235 332 | 6,98 | 6 281 | 6,46 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 216 377 | 8,01 | 5 775 | 7,48 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 310 387 | −19,29 | 8 284 | −19,68 | ||||
| 2025-05-14 | 13F | Huntington National Bank | 10 | |||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 482 725 | −7,71 | 12 884 | −8,16 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 19 607 | 523 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 242 475 | 46,37 | 6 472 | 45,12 | ||||
| 2025-08-12 | 13F | Lodestone Wealth Management LLC | 11 389 | −0,36 | 304 | −0,98 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 156 859 | 4 187 | ||||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 213 256 | 12,12 | 5 692 | 11,57 | ||||
| 2025-07-22 | 13F | Gutierrez Wealth Advisory, LLC | 243 694 | −27,56 | 6 504 | −27,91 | ||||
| 2025-07-31 | 13F | Hanlon Investment Management, Inc. | 27 231 | 38,86 | 727 | 38,29 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 8 158 | 218 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 123 537 | 105,68 | 3 297 | 104,78 | ||||
| 2025-07-14 | 13F | Main Line Retirement Advisors, LLC | 82 758 | 10,63 | 2 209 | 10,07 | ||||
| 2025-08-08 | 13F | Intrua Financial, LLC | 33 023 | 259,85 | 881 | 258,13 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 247 852 | 371,95 | 6 592 | 383,64 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 12 873 | 3,09 | 344 | 2,69 | ||||
| 2025-08-14 | 13F | Glenview Trust Co | 18 984 | 0,00 | 507 | −0,59 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 679 170 | 9,39 | 18 128 | 8,86 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 8 599 | 230 | ||||||
| 2025-08-14 | 13F | Envision Financial Planning, LLC | 118 946 | 196,74 | 3 175 | 195,26 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 192 286 | −25,21 | 5 135 | −25,69 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 101 807 | 0,15 | 2 717 | −0,11 | ||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 315 | 43,18 | 8 | 60,00 | ||||
| 2025-05-16 | 13F/A | Kestra Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 11 465 | 0,31 | 306 | 0,00 | ||||
| 2025-07-15 | 13F | Charter Capital Management, LLC\DE | 8 888 | 237 | ||||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 226 671 | 30,05 | 6 050 | 29,42 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 534 359 | 1,60 | 14 262 | 1,11 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 947 101 | −10,98 | 25 278 | −11,41 | ||||
| 2025-07-17 | 13F | Leverty Financial Group, LLC | 21 635 | −86,75 | 577 | −86,82 | ||||
| 2025-07-15 | 13F | Signet Financial Management, Llc | 24 338 | −74,75 | 650 | −74,88 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 133 136 | 78,75 | 3 553 | 77,92 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 15 993 | 1,23 | 427 | 0,71 | ||||
| 2025-08-13 | 13F | Keystone Financial Group | 18 182 | 14,32 | 485 | 13,85 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 28 | 0,00 | 1 | |||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 233 356 | 23,16 | 6 228 | 22,57 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 16 031 | 0,80 | 428 | 0,23 | ||||
| 2025-07-29 | 13F | Madison Wealth Partners, Inc | 38 776 | 29,99 | 1 035 | 29,25 | ||||
| 2025-08-04 | 13F | Saxony Capital Management, LLC | 13 986 | 0,00 | 373 | −0,53 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 15 448 | 36,26 | 412 | 35,53 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Midwest Heritage Bank, FSB | 16 114 | 0,12 | 430 | −0,23 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 75 834 | 151,11 | 2 024 | 150,19 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 928 | 0,00 | 25 | 0,00 | ||||
| 2025-08-05 | 13F | Hunter Associates Investment Management Llc | 316 966 | 8 | ||||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 6 731 | 2,25 | 181 | 2,84 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1 152 361 | 45,58 | 30 757 | 44,87 | ||||
| 2025-07-08 | 13F | Ballew Advisors, Inc | 9 540 | 0,00 | 255 | 2,41 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 336 372 | 47,47 | 8 978 | 46,75 | ||||
| 2025-04-16 | 13F | New Century Financial Group, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-24 | 13F | MSH Capital Advisors LLC | 9 327 | 249 | ||||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 12 177 | 0,00 | 325 | −0,31 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 42 429 | 22,57 | 1 132 | 21,98 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 17 193 | −18,50 | 459 | −18,94 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 31 099 | −1,07 | 830 | −1,54 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 198 359 | −2,24 | 5 302 | −2,55 | ||||
| 2025-06-26 | NP | TAIAX - American Funds Tax-Aware Conservative Growth and Income Portfolio Class A This fund is a listed as child fund of Capital World Investors and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 39 294 907 | 0,60 | 1 045 245 | −1,07 | ||||
| 2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 28 704 | 19,56 | 1 | −100,00 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 2 954 080 | 14,68 | 78 844 | 14,13 | ||||
| 2025-08-08 | 13F | Cornerstone Advisors Asset Management, Inc | 138 985 | 18,10 | 3 710 | 17,52 | ||||
| 2025-08-13 | 13F | Milestone Investment Advisors LLC | 28 848 | 695,81 | 770 | 692,78 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 10 039 | 0,00 | 268 | −0,74 | ||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 24 655 | 658 | ||||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 129 485 | 6,53 | 3 456 | 6,01 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 561 401 | 12,01 | 15 | 7,69 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 22 852 | −9,77 | 610 | −8,83 | ||||
| 2025-08-11 | 13F | Elequin Capital Lp | 49 034 | 0,22 | 1 309 | −0,30 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 61 874 | 0,74 | 2 | 0,00 | ||||
| 2025-08-14 | 13F | Sei Investments Co | 230 579 | 6 154 | ||||||
| 2025-07-25 | 13F | Bill Few Associates, Inc. | 13 674 | 0,00 | 365 | −0,55 | ||||
| 2025-07-30 | 13F | Smith Thornton Advisors LLC | 49 210 | 0,00 | 1 313 | −0,45 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 75 027 | 151,19 | 2 002 | 149,94 | ||||
| 2025-04-23 | 13F | International Assets Investment Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 10 878 | −4,80 | 290 | −5,23 | ||||
| 2025-07-28 | 13F | Rosenberg Matthew Hamilton | 1 779 | −14,55 | 47 | −14,55 | ||||
| 2025-08-05 | 13F | Aurdan Capital Management, LLC | 14 724 | 393 | ||||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 78 434 | 268,60 | 2 093 | 267,19 | ||||
| 2025-08-13 | 13F | Capital Group Private Client Services, Inc. | 1 306 833 | 85,31 | 34 879 | 84,42 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 1 463 949 | 8,25 | 39 | 8,33 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 316 828 | 171,03 | 8 | 166,67 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 4 395 | 81,76 | 117 | 82,81 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 2 860 585 | 19,99 | 76 349 | 19,41 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 89 092 | 4,13 | 2 378 | 3,62 | ||||
| 2025-07-17 | 13F | LifeGoal Wealth Advisors | 38 288 | −20,24 | 1 022 | −20,67 | ||||
| 2025-08-14 | 13F | Freedom Financial Partners LLC | 73 166 | 4,13 | 1 953 | 3,61 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 25 661 | 19,24 | 685 | 18,54 | ||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 142 | 4 | ||||||
| 2025-07-28 | 13F | Eq Wealth Advisors, Llc | 107 120 | −1,30 | 2 859 | −1,75 | ||||
| 2025-08-08 | 13F | New England Capital Financial Advisors LLC | 134 903 | 9,65 | 3 601 | 9,12 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 3 673 308 | 23,07 | 98 041 | 22,47 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 16 457 | 24,13 | 439 | 23,66 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 173 679 | 30,31 | 4 635 | 29,69 | ||||
| 2025-08-14 | 13F | Sand Hill Global Advisors, LLC | 19 141 | 511 | ||||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 33 711 | 0,80 | 900 | 0,22 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 91 740 | 3 722,50 | 2 449 | 3 725,00 | ||||
| 2025-07-29 | 13F | Latitude Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 15 438 | 0,29 | 412 | 0,00 | ||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 300 | 0,00 | 8 | 0,00 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 8 207 | 219 | ||||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 1 948 750 | 111,42 | 52 012 | 110,40 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 50 125 | −9,00 | 1 338 | −9,48 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 85 094 | 224,41 | 2 271 | 223,04 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 5 008 | 301,60 | 134 | 303,03 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 377 603 | 1 759,56 | 10 078 | 1 752,57 | ||||
| 2025-07-16 | 13F | Spinnaker Investment Group, LLC | 48 284 | −2,56 | 1 289 | −3,09 | ||||
| 2025-08-11 | 13F | M Wealth Management, LLC | 10 444 | 0,00 | 279 | −0,71 | ||||
| 2025-08-04 | 13F | Northwest Financial Advisors | 34 222 | 152,47 | 913 | 151,52 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 69 320 | 488,21 | 1 850 | 483,60 | ||||
| 2025-07-11 | 13F | AA Financial Advisors, LLC | 61 175 | 2,52 | 1 633 | 2,00 | ||||
| 2025-07-23 | 13F | Seamount Financial Group Inc | 12 699 | 4,75 | 339 | 4,00 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 55 926 | 65,02 | 1 493 | 64,32 | ||||
| 2025-05-08 | 13F | Endeavor Private Wealth, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 60 | 0,00 | 2 | 0,00 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 2 033 631 | 36,46 | 54 300 | 35,85 | ||||
| 2025-07-10 | 13F | American Financial Advisors, LLC | 47 876 | 121,15 | 1 278 | 120,17 | ||||
| 2025-07-09 | 13F | Thrive Wealth Management, LLC | 66 336 | 75,24 | 1 771 | 74,38 | ||||
| 2025-08-11 | 13F | Hexagon Capital Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 9 378 | 3,99 | 250 | 3,73 | ||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 9 706 | −0,21 | 259 | −0,38 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 410 386 | 290,33 | 10 953 | 288,54 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 3 709 | −16,33 | 99 | −16,95 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 20 000 | 534 | ||||||
| 2025-07-25 | 13F | Landmark Wealth Management, LLC | 98 745 | −13,34 | 3 | −33,33 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 55 614 | 1 484 | ||||||
| 2025-07-21 | 13F | Ascent Group, LLC | 21 369 | −0,40 | 570 | −0,87 | ||||
| 2025-08-11 | 13F | Inspire Advisors, LLC | 75 367 | −3,72 | 2 012 | −4,19 | ||||
| 2025-07-17 | 13F | Oakworth Capital, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Johnson Bixby & Associates, LLC | 13 304 | 0,00 | 355 | −0,28 | ||||
| 2025-07-11 | 13F | LongView Wealth Management | 43 262 | 3,17 | 1 155 | 2,67 | ||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 13 192 | 55,16 | 352 | 54,39 | ||||
| 2025-08-14 | 13F | Evergreen Wealth Solutions, LLC | 14 630 | 25,26 | 390 | 24,60 | ||||
| 2025-07-17 | 13F | Tempus Wealth Planning, LLC | 97 981 | 9,63 | 2 615 | 9,09 | ||||
| 2025-07-22 | 13F | Oak Hill Wealth Advisors, Llc | 70 784 | −13,32 | 1 892 | −13,61 | ||||
| 2025-07-24 | 13F | NavPoint Financial, Inc. | 91 818 | 9,75 | 2 451 | 9,23 | ||||
| 2025-07-21 | 13F | Capital Planning LLC | 220 722 | −3,50 | 5 891 | −3,96 | ||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 38 490 | 29,46 | 1 | |||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 77 895 | 10,48 | 2 079 | 9,94 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Royal Harbor Partners, LLC | 282 735 | −0,63 | 7 546 | −1,10 | ||||
| 2025-07-15 | 13F | Hartmann Taylor Wealth Management, LLC | 185 540 | −11,57 | 4 952 | −12,00 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 96 919 | 2 587 | ||||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 358 150 | 1 242,24 | 9 559 | 1 236,92 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 60 202 | 0,72 | 1 607 | 0,19 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | WNY Asset Management, LLC | 251 311 | 18,77 | 6 707 | 18,19 | ||||
| 2025-07-03 | 13F | TrueWealth Advisors, LLC | 27 192 | −6,40 | 726 | −6,93 | ||||
| 2025-07-28 | 13F | Frazier Financial Advisors, LLC | 17 039 | −3,77 | 455 | −4,22 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 5 | 0 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 14 938 | 3,13 | 399 | 2,58 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 74 774 | 1 996 | ||||||
| 2025-08-15 | 13F | Blue Chip Partners, Inc. | 1 517 911 | 2 093,04 | 40 513 | 2 082,81 | ||||
| 2025-08-06 | 13F | Souders Financial Advisors | 42 940 | −2,14 | 1 146 | −2,55 | ||||
| 2025-07-11 | 13F | Trinity Wealth Management, LLC | 128 097 | 3 419 | ||||||
| 2025-08-05 | 13F | Carson Advisory Inc. | 7 719 | 2,05 | 206 | 1,98 | ||||
| 2025-07-28 | 13F | Keeler & Nadler Financial Planning & Wealth Management | 75 108 | 100,85 | 2 005 | 100,40 | ||||
| 2025-07-23 | 13F | Venturi Wealth Management, LLC | 756 569 | −7,52 | 20 193 | −7,97 | ||||
| 2025-04-22 | 13F | RFP Financial Group LLC | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 27 886 | −35,56 | 744 | −35,86 | ||||
| 2025-09-04 | 13F | Beacon Capital Management, Inc. | 120 000 | 0,00 | 3 203 | 0,31 | ||||
| 2025-07-23 | 13F | Intergy Private Wealth, LLC | 33 154 | −3,43 | 885 | −3,91 | ||||
| 2025-08-13 | 13F | Capital International Investors | 39 694 561 | −0,44 | 1 059 448 | −0,92 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 155 689 | 4,83 | 4 155 | 4,32 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 12 500 | 25,44 | 0 | |||||
| 2025-07-14 | 13F | Opal Wealth Advisors, LLC | 805 | −53,06 | 21 | −53,33 | ||||
| 2025-08-05 | 13F | Atlas Private Wealth Advisors | 52 847 | 1 410 | ||||||
| 2025-07-08 | 13F | Adamsbrown Wealth Consultants Llc | 10 799 | 0,84 | 288 | 0,35 | ||||
| 2025-08-14 | 13F | Comerica Bank | 81 667 | 14,60 | 2 180 | 14,02 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 23 600 | 20,41 | 630 | 19,81 | ||||
| 2025-07-30 | 13F | EnRich Financial Partners LLC | 371 837 | 9 924 | ||||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 332 639 | 8 878 | ||||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 151 672 | 31,02 | 4 048 | 30,41 | ||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 7 513 | 201 | ||||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 50 217 | 9,54 | 1 340 | 9,03 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 226 673 | 774,38 | 6 050 | 770,36 | ||||
| 2025-04-25 | 13F | New Millennium Group LLC | 0 | −100,00 | 0 | |||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 8 278 | 161,55 | 0 | |||||
| 2025-07-25 | 13F | Transcendent Capital Group LLC | 19 080 | 509 | ||||||
| 2025-08-04 | 13F | Assetmark, Inc | 898 643 | 8,04 | 23 985 | 7,51 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 1 825 400 | 18,08 | 49 | 17,07 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 27 811 | −81,56 | 742 | −81,65 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 74 936 | 119,10 | 2 000 | 118,10 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 2 291 900 | 10,50 | 61 | 10,91 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 2 158 | 92,34 | 58 | 90,00 | ||||
| 2025-04-21 | 13F | ORG Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Continental Investors Services, Inc. | 33 078 | 2,13 | 883 | 1,61 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 525 933 | 20,40 | 14 106 | 19,95 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 43 734 | 332,37 | 1 168 | 331,00 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 44 990 | 31,06 | 1 203 | 32,67 | ||||
| 2025-08-14 | 13F | Betterment LLC | 53 683 | −53,10 | 1 | −66,67 | ||||
| 2025-07-31 | 13F | Richards, Merrill & Peterson, Inc. | 7 925 | 30,45 | 212 | 30,25 | ||||
| 2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 36 356 | −88,60 | 970 | −88,66 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 55 249 | 7,22 | 1 | 0,00 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 31 620 | −37,25 | 844 | −37,60 | ||||
| 2025-07-11 | 13F | Skyline Advisors, Inc. | 120 565 | −16,23 | 3 218 | −16,64 | ||||
| 2025-07-14 | 13F | McGlone Suttner Wealth Management, Inc. | 66 596 | 7,29 | 1 777 | 6,79 | ||||
| 2025-08-13 | 13F | Bare Financial Services, Inc | 3 825 | 0,84 | 102 | 0,99 | ||||
| 2025-07-22 | 13F | Confluence Wealth Services, Inc. | 709 009 | 0,84 | 18 923 | 2,21 | ||||
| 2025-04-23 | 13F | Fourth Dimension Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Fi3 FINANCIAL ADVISORS, LLC | 12 350 | 330 | ||||||
| 2025-08-13 | 13F | Maia Wealth LLC | 14 649 | 45,88 | 391 | 47,73 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 388 310 | 17,13 | 10 364 | 16,56 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 989 763 | 51,32 | 26 417 | 50,93 | ||||
| 2025-08-12 | 13F | Insigneo Advisory Services, Llc | 24 946 | 0,00 | 666 | −0,60 | ||||
| 2025-08-12 | 13F | Entruity Wealth, LLC | 41 826 | −12,31 | 1 116 | −12,74 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 1 010 975 | 6,04 | 26 983 | 5,53 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 10 379 | 277 | ||||||
| 2025-08-05 | 13F | Sigma Planning Corp | 18 963 | 29,86 | 506 | 29,41 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 138 278 | 1,08 | 3 685 | 1,54 | ||||
| 2025-08-07 | 13F | Nwam Llc | 18 147 | 2,48 | 484 | 1,90 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 9 031 | 241 | ||||||
| 2025-07-29 | 13F | Private Trust Co Na | 14 496 | 0,00 | 387 | −0,52 | ||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 32 207 | 1 | ||||||
| 2025-07-10 | 13F | SK Wealth Management, LLC | 24 780 | −2,87 | 663 | −1,34 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 24 520 | 71,07 | 654 | 70,31 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 8 500 | 0,00 | 227 | −0,44 | ||||
| 2025-07-07 | 13F | Peterson Wealth Advisors, LLC | 10 995 | −26,48 | 293 | −26,20 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 97 501 | 46,49 | 2 602 | 45,77 | ||||
| 2025-04-23 | 13F | Mascagni Wealth Management, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-18 | 13F | Vicus Capital | 27 568 | 736 | ||||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 99 881 | 16,18 | 3 | 0,00 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 1 962 | 49,09 | 52 | 48,57 | ||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 321 568 | −3,71 | 8 583 | −4,18 | ||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 113 057 | 3 017 | ||||||
| 2025-08-27 | 13F | Tribridge Partners Financial LLC | 41 940 | 1 | ||||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 16 619 | 6,21 | 444 | 5,73 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 4 977 547 | 35,88 | 132 851 | 35,22 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 8 424 405 | 13,74 | 224 847 | 13,19 | ||||
| 2025-07-23 | 13F | Armstrong, Fleming & Moore, Inc | 48 249 | 1 288 |
