CGUS - Capital Group Core Equity ETF Aktier - Aktiekurs, institutionellt ägande, aktieägare (ARCA)

Capital Group Core Equity ETF
US ˙ ARCA

Grundläggande statistik
Institutionella ägare 334 total, 334 long only, 0 short only, 0 long/short - change of 4,70% MRQ
Genomsnittlig portföljallokering 0.4588 % - change of −7,15% MRQ
Institutionella aktier (lång) 108 155 787 (ex 13D/G) - change of 10,71MM shares 10,99% MRQ
Institutionellt värde (lång) $ 3 586 975 USD ($1000)
Institutionellt ägande och aktieägare

Capital Group Core Equity ETF (US:CGUS) har 334 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 108,155,787 aktier. Största aktieägare inkluderar LPL Financial LLC, Envestnet Asset Management Inc, Raymond James Financial Inc, Morgan Stanley, Cetera Investment Advisers, Capital Group Private Client Services, Inc., Northwestern Mutual Wealth Management Co, Jones Financial Companies Lllp, Commonwealth Equity Services, Llc, and Wells Fargo & Company/mn .

Capital Group Core Equity ETF (ARCA:CGUS) 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 11, 2025 is 39,49 / share. Previously, on September 12, 2024, the share price was 33,44 / share. This represents an increase of 18,09% over that period.

CGUS / Capital Group Core 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.

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.

CGUS / Capital Group Core 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
(%)
2025-07-22 13F Merit Financial Group, LLC 122 226 16,87 4 514 29,20
2025-08-12 13F Steward Partners Investment Advisory, Llc 42 666 55,62 1 576 72,13
2025-04-17 13F Cornerstone Wealth Advisors, Inc. 0 −100,00 0
2025-07-24 13F Blair William & Co/il 159 403 2,44 5 887 13,26
2025-08-12 13F Rather & Kittrell, Inc. 10 064 0,80 372 11,41
2025-08-14 13F UBS Group AG 1 447 626 61,67 53 461 78,75
2025-08-13 13F Certior Financial Group, Llc 21 483 −7,29 793 2,59
2025-08-14 13F TCG Advisory Services, LLC 750 208 7,23 27 705 18,56
2025-04-16 13F Salem Investment Counselors Inc 0 −100,00 0
2025-07-30 13F Bogart Wealth, LLC 514 0,00 19 5,88
2025-08-04 13F Atria Investments Llc 9 633 26,68 356 40,32
2025-08-08 13F Advyzon Investment Management, LLC 34 249 0,76 1 265 11,37
2025-07-22 13F Siligmueller & Norvid Wealth Advisors LLC 57 722 −15,62 2 167 −5,17
2025-07-22 13F Belpointe Asset Management LLC 24 567 −0,61 907 9,94
2025-07-08 13F Everpar Advisors Llc 16 856 −0,18 622 10,48
2025-07-23 13F Cannon Wealth Management Services, LLC 222 851 6,36 8 230 17,81
2025-08-11 13F Advisor Resource Council 0 −100,00 0
2025-07-29 13F Signature Estate & Investment Advisors Llc 70 874 0,92 2 617 11,60
2025-07-25 13F Hazlett, Burt & Watson, Inc. 1 000 0,00 0
2025-07-22 13F Woodmont Investment Counsel Llc 103 409 12,72 3 819 24,61
2025-07-22 13F Wealthcare Advisory Partners LLC 264 366 12,73 9 763 24,66
2025-08-11 13F Private Advisor Group, LLC 1 199 797 4,19 44 309 15,21
2025-07-29 13F Koshinski Asset Management, Inc. 51 326 12,55 1 895 24,43
2025-08-06 13F Mascagni Wealth Management, Inc. 18 338 −29,72 677 −22,27
2025-07-29 13F Balboa Wealth Partners 8 795 325
2025-07-29 13F Burford Brothers, Inc. 332 972 −2,13 12 296 8,21
2025-08-07 13F Cvfg Llc 15 170 11,14 560 23,08
2025-08-14 13F Wells Fargo & Company/mn 3 137 696 6,52 115 875 17,78
2025-08-11 13F Principal Securities, Inc. 267 142 21,87 9 866 28,70
2025-08-12 13F Lodestone Wealth Management LLC 60 558 0,32 2 236 10,91
2025-08-12 13F Indie Asset Partners, LLC 6 689 −1,47 247 9,29
2025-08-13 13F Beacon Pointe Advisors, LLC 116 048 4 286
2025-08-14 13F Florida Financial Advisors, Llc 0 −100,00 0
2025-07-28 13F Sagespring Wealth Partners, Llc 185 471 8,14 6 849 19,57
2025-08-13 13F Capital Group Private Client Services, Inc. 4 412 415 2,88 162 951 13,75
2025-08-08 13F Gts Securities Llc 0 −100,00 0
2025-08-12 13F Jpmorgan Chase & Co 22 025 −23,08 813 −14,96
2025-05-14 13F Oarsman Capital, Inc. 0 −100,00 0 −100,00
2025-07-31 13F Hanlon Investment Management, Inc. 15 678 1,79 579 12,45
2025-08-18 13F Tyler-Stone Wealth Management 16 282 15,42 601 27,60
2025-07-25 13F Cwm, Llc 580 783 3,77 21 16,67
2025-07-22 13F DAVENPORT & Co LLC 21 458 3,79 792 14,78
2025-08-14 13F Wiley Bros.-aintree Capital, Llc 456 595 21,38 16 888 34,67
2025-07-24 13F IFP Advisors, Inc 380 451 10,51 14 050 22,18
2025-07-16 13F Kerntke Otto McGlone Wealth Management Group 19 620 21,48 725 34,32
2025-07-29 13F International Assets Investment Management, Llc 15 933 67,10 588 84,91
2025-07-25 13F Atria Wealth Solutions, Inc. 288 796 −19,77 10 703 −11,19
2025-07-10 13F Kmg Fiduciary Partners, Llc 48 842 −3,49 1 804 6,69
2025-08-12 13F AlphaCore Capital LLC 12 343 0,64 457 11,46
2025-08-12 13F/A Cozad Asset Management Inc 33 013 16,41 1 219 28,72
2025-08-04 13F Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 12 337 0,24 456 11,25
2025-08-12 13F Coldstream Capital Management Inc 0 −100,00 0
2025-08-15 13F High Falls Advisors, Inc 15 876 5,65 586 16,97
2025-07-25 13F Northwest Capital Management Inc 3 134 0,00 116 10,58
2025-08-08 13F Kingsview Wealth Management, LLC 253 557 28,59 9 364 42,19
2025-08-07 13F Commerce Bank 5 419 −19,35 200 −10,71
2025-08-11 13F Forge Financial Services LLC 389 756 7,57 14 589 20,55
2025-08-14 13F Royal Bank Of Canada 1 922 030 −2,67 70 980 7,62
2025-08-14 13F Great Valley Advisor Group, Inc. 194 938 24,09 7 199 37,23
2025-07-21 13F Investment Planning Advisors, Inc. 788 011 20,79 29 101 33,56
2025-08-08 13F CWS Financial Advisors, LLC 40 581 6,66 1 499 17,95
2025-08-04 13F Bridgewealth Advisory Group, LLC 267 169 44,00 9 867 59,23
2025-08-11 13F Aptus Capital Advisors, LLC 61 102 −0,92 2 256 9,57
2025-08-11 13F United Advisor Group, LLC 10 729 2,43 396 13,47
2025-08-14 13F Benjamin Edwards Inc 470 078 27,42 17 360 40,89
2025-07-21 13F Patriot Financial Group Insurance Agency, LLC 28 329 9,33 1 046 20,92
2025-08-14 13F Mpwm Advisory Solutions, Llc 35 0,00 1 0,00
2025-07-31 13F 180 Wealth Advisors, Llc 31 269 1,29 1 155 11,93
2025-08-05 13F Summit Investment Advisory Services, LLC 0 −100,00 0
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Funds Vanguard Active Passive Growth Fund Standard Class 1 790 66
2025-07-08 13F Advance Capital Management, Inc. 7 430 −9,45 274 0,00
2025-08-04 13F Arkadios Wealth Advisors 13 415 1,92 495 12,76
2025-08-04 13F Integrity Alliance, Llc. 0 −100,00 0
2025-07-16 13F Midwest Heritage Bank, FSB 978 124 3,03 36 122 13,92
2025-07-28 13F Holistic Planning, LLC 15 691 45,95 579 61,28
2025-08-14 13F Sunbelt Securities, Inc. 240 929 3,34 8 425 8,19
2025-07-23 13F Clear Creek Financial Management, LLC 118 786 6,79 4 387 18,06
2025-07-29 13F Latitude Advisors, LLC 48 669 2,89 1 797 13,81
2025-08-05 13F Hunter Associates Investment Management Llc 16 300 0,00 1
2025-08-12 13F Titleist Asset Management, Llc 7 989 −1,69 295 8,86
2025-08-11 13F Western Wealth Management, LLC 105 829 −16,44 3 908 −7,61
2025-08-13 13F StoneX Group Inc. 9 092 −13,95 337 −4,82
2025-08-19 13F Cim, Llc 11 182 57,54 413 73,84
2025-08-14 13F Visionary Wealth Advisors 15 579 3,60 575 14,54
2025-07-30 13F Strategic Blueprint, LLC 647 391 8,65 23 908 20,13
2025-08-12 13F Proequities, Inc. 0 0
2025-08-12 13F Marshall & Sterling Wealth Advisors Inc. 2 099 19,46 78 32,76
2025-07-17 13F Investment Advisory Services Inc /tx /adv 57 850 14,38 2 136 26,47
2025-07-31 13F Richards, Merrill & Peterson, Inc. 0 −100,00 0
2025-08-13 13F Congress Wealth Management LLC / DE / 37 230 7,37 1 375 17,04
2025-08-13 13F Summit Wealth Group Llc / Co 12 396 458
2025-08-12 13F Putnam Fl Investment Management Co 14 308 −63,95 528 −60,15
2025-07-10 13F Wealth Enhancement Advisory Services, Llc 673 845 −1,09 25 242 10,93
2025-08-13 13F Baird Financial Group, Inc. 1 154 988 8,29 42 654 19,74
2025-07-16 13F St Germain D J Co Inc 294 083 0,36 10 860 10,96
2025-07-14 13F AdvisorNet Financial, Inc 17 216 33,51 636 47,67
2025-08-13 13F Continuum Advisory, LLC 112 396 −6,75 4 151 3,11
2025-08-14 13F Mariner, LLC 52 568 23,63 1 941 36,69
2025-08-12 13F Wood Tarver Financial Group, LLC 197 0,00 0 −100,00
2025-08-08 13F Thoroughbred Financial Services, Llc 121 874 11,30 4 33,33
2025-08-12 13F J.w. Cole Advisors, Inc. 48 184 21,05 1 779 33,86
2025-08-14 13F Challenger Wealth Management 272 601 7,81 10 067 19,21
2025-08-08 13F Security Financial Services, INC. 12 409 458
2025-07-18 13F Trilogy Capital Inc. 10 792 −16,77 399 −8,08
2025-07-24 13F MSH Capital Advisors LLC 10 185 376
2025-07-30 13F Financial Perspectives, Inc 1 541 0,00 57 9,80
2025-08-08 13F Cetera Investment Advisers 4 826 699 25,59 178 250 38,86
2025-07-30 13F Smith Thornton Advisors LLC 18 388 0,01 679 10,59
2025-07-11 13F First PREMIER Bank 2 234 0
2025-08-07 13F Allworth Financial LP 26 870 2,19 992 16,16
2025-08-11 13F Annis Gardner Whiting Capital Advisors, LLC 692 5,49 26 19,05
2025-08-25 13F Silverlake Wealth Management Llc 14 616 −0,22 540 10,22
2025-07-09 13F Pines Wealth Management, LLC 64 850 7,64 2 429 34,72
2025-07-17 13F Janney Montgomery Scott LLC 548 695 23,63 20 42,86
2025-08-15 13F Captrust Financial Advisors 1 828 484 6,90 67 526 18,20
2025-07-11 13F Lincoln Capital LLC 26 742 7,68 988 27,03
2025-05-12 13F Fmr Llc 0 −100,00 0
2025-07-25 13F Bill Few Associates, Inc. 24 482 18,67 904 31,20
2025-08-14 13F Sei Investments Co 1 338 685 33,84 49 438 47,98
2025-07-21 13F Ameritas Advisory Services, LLC 34 646 −16,65 1 279 −9,68
2025-08-08 13F Meridian Wealth Management, LLC 49 265 40,30 1 819 55,20
2025-08-01 13F Chilton Capital Management Llc 2 332 149,41 86 177,42
2025-08-05 13F Simplex Trading, Llc 2 886 166,73 0
2025-07-23 13F Capital Management Associates, Inc 59 030 −50,10 2 180 −44,85
2025-08-18 13F Wellington Capital Management, Inc. 7 201 1
2025-07-22 13F Berger Financial Group, Inc 115 045 −6,98 4 249 2,83
2025-08-04 13F Creative Financial Designs Inc /adv 145 220 −29,89 5 363 −22,49
2025-08-06 13F Prospera Financial Services Inc 119 540 11,21 4 415 22,95
2025-07-11 13F Farther Finance Advisors, LLC 557 21
2025-08-12 13F Leigh Baldwin & Co., Llc 5 503 203
2025-07-14 13F Abound Wealth Management 32 1
2025-07-16 13F Essex Financial Services, Inc. 266 668 −0,30 9 848 10,24
2025-08-13 13F Capital Analysts, Inc. 14 073 149,12 1
2025-07-16 13F Swisher Financial Concepts, Inc. 25 081 −14,05 926 −4,93
2025-07-31 13F Cambridge Investment Research Advisors, Inc. 2 493 713 10,01 92 22,67
2025-08-12 13F CIBC Private Wealth Group, LLC 2 770 0,00 102 24,39
2025-05-15 13F MAI Capital Management 0 −100,00 0
2025-07-28 13F Axxcess Wealth Management, Llc 23 011 −4,37 850 5,73
2025-07-23 13F Detalus Advisors, LLC 8 416 0,00 311 10,32
2025-05-09 13F Delta Financial Group, Inc. 17 338 5,93 1
2025-08-06 13F Mark Sheptoff Financial Planning, Llc 2 329 0,60 86 11,69
2025-05-02 13F Capital A Wealth Management, LLC 886 −9,78 30 −14,71
2025-08-13 13F Aspire Growth Partners LLC 127 590 15,88 4 712 28,33
2025-07-22 13F Iron Horse Wealth Management, LLC 297 11
2025-08-13 13F Cary Street Partners Financial Llc 253 233 −53,93 9 352 −49,06
2025-08-15 13F Equitable Holdings, Inc. 138 737 162,43 5 124 190,25
2025-04-28 13F Strategic Financial Concepts, LLC 0 −100,00 0 −100,00
2025-07-14 13F Ai Financial Services Llc 108 032 17,24 3 990 29,64
2025-07-15 13F Fifth Third Bancorp 1 076 40
2025-08-12 13F Gladstone Institutional Advisory LLC 11 156 −13,48 412 −4,42
2025-08-14 13F Integrated Wealth Concepts LLC 142 452 28,06 5 261 41,59
2025-08-06 13F Vestmark Advisory Solutions, Inc. 849 562 109,73 31 374 131,90
2025-08-14 13F/A Rockefeller Capital Management L.P. 13 898 513
2025-07-21 13F Barrett & Company, Inc. 987 0,00 36 12,50
2025-08-14 13F Gerber Kawasaki Wealth & Investment Management 180 809 5,32 6 677 16,45
2025-08-13 13F IAG Wealth Partners, LLC 2 505 14,91 93 27,78
2025-08-13 13F Smith, Moore & Co. 153 458 −13,98 5 667 −4,88
2025-07-23 13F Trueblood Wealth Management, LLC 50 430 15,42 1 862 27,62
2025-08-01 13F Rossby Financial, LCC 69 0,00 3 0,00
2025-08-12 13F LPL Financial LLC 16 186 883 9,10 597 782 20,63
2025-08-04 13F Premier Path Wealth Partners, LLC 32 713 0,00 1 208 10,62
2025-08-06 13F Founders Financial Securities Llc 145 839 9,85 5 386 23,88
2025-07-25 13F Concurrent Investment Advisors, LLC 92 317 130,67 3 409 155,16
2025-07-09 13F Procyon Private Wealth Partners, LLC 16 725 0,24 618 10,77
2025-08-13 13F Jones Financial Companies Lllp 3 845 225 46,01 141 660 61,53
2025-08-14 13F Raymond James Financial Inc 5 668 346 8,63 209 332 20,11
2025-08-14 13F Hilltop Holdings Inc. 6 981 258
2025-07-17 13F Eclectic Associates Inc /adv 11 095 −11,46 410 −2,15
2025-08-14 13F Jane Street Group, Llc 160 000 11,61 5 909 23,39
2025-08-15 13F First Heartland Consultants, Inc. 18 585 −53,08 686 −48,11
2025-07-16 13F ORG Partners LLC 9 148 799,51 337 891,18
2025-07-16 13F Signature Resources Capital Management, LLC 50 455 9,14 1 863 20,66
2025-05-12 13F Independent Advisor Alliance 0 −100,00 0
2025-07-14 13F U.S. Capital Wealth Advisors, LLC 22 791 57,26 842 73,76
2025-07-29 13F Stephens Inc /ar/ 232 010 13,50 8 568 25,50
2025-08-04 13F IFG Advisory, LLC 27 806 61,95 1 027 79,06
2025-07-11 13F AA Financial Advisors, LLC 381 380 −0,49 14 084 10,02
2025-08-08 13F Sittner & Nelson, Llc 78 156 1,61 2 886 12,34
2025-07-15 13F tru Independence LLC 13 068 1,59 483 12,35
2025-07-09 13F WealthCare Investment Partners, LLC 41 906 0,50 1 570 22,67
2025-08-08 13F Good Life Advisors, LLC 0 −100,00 0
2025-08-13 13F Rsm Us Wealth Management Llc 64 835 −5,19 2 401 4,85
2025-08-12 13F Global Retirement Partners, LLC 54 362 36,33 2 008 43,97
2025-08-18 13F Geneos Wealth Management Inc. 140 501 1 807,17 5 189 2 008,94
2025-07-23 13F Tcfg Wealth Management, Llc 27 026 97,24 998 118,38
2025-08-07 13F Winch Advisory Services, LLC 1 188 0,17 44 10,26
2025-08-06 13F Souders Financial Advisors 932 782 5,85 34 448 17,03
2025-08-13 13F EverSource Wealth Advisors, LLC 382 889 18,86 14 140 31,42
2025-09-04 13F/A Advisor Group Holdings, Inc. 1 757 275 16,42 64 400 27,72
2025-08-12 13F Richmond Investment Services, LLC 23 406 154,16 864 181,43
2025-08-14 13F Colony Group, LLC 25 000 163,60 923 192,09
2025-07-23 13F Seamount Financial Group Inc 85 417 11,49 3 154 23,30
2025-07-24 13F Us Bancorp \de\ 1 115 197,33 41 241,67
2025-07-17 13F Venture Visionary Partners LLC 27 697 97,88 1 023 118,84
2025-08-14 13F Citadel Advisors Llc Call 16 300 −61,83 602 −57,85
2025-08-14 13F Citadel Advisors Llc 283 714 10 478
2025-07-30 13F Eqis Capital Management, Inc. 18 392 58,39 679 75,45
2025-08-12 13F O'shaughnessy Asset Management, Llc 34 302 59,51 1 267 76,32
2025-07-24 13F Reuter James Wealth Management, Llc 21 256 10,75 785 22,31
2025-08-06 13F First Horizon Advisors, Inc. 3 978 −38,08 147 −31,78
2025-08-18 13F N.E.W. Advisory Services LLC 200 0,00 7 16,67
2025-07-28 13F Cushing Capital Partners, LLC 132 159 −0,96 4 893 9,51
2025-08-12 13F Virtu Financial LLC 108 747 4
2025-08-13 13F M Holdings Securities, Inc. 24 292 1
2025-07-15 13F Norden Group Llc 53 330 0,00 1 969 10,56
2025-07-23 13F Prime Capital Investment Advisors, LLC 12 125 −16,99 448 −8,21
2025-07-22 13F Simplicity Wealth,LLC 26 662 124,54 985 148,48
2025-07-09 13F Dynamic Advisor Solutions LLC 184 004 −12,64 6 795 −3,40
2025-07-24 13F Stonebridge Financial Group, LLC 0 −100,00 0
2025-07-25 13F Apollon Wealth Management, LLC 54 239 2 003
2025-08-12 13F SRS Capital Advisors, Inc. 8 088 −57,61 299 −53,22
2025-07-09 13F Massmutual Trust Co Fsb/adv 2 0,00 0
2025-07-31 13F Moloney Securities Asset Management, LLC 35 996 0,98 1 329 11,68
2025-08-08 13F Larson Financial Group LLC 2 465 0,00 91 10,98
2025-08-14 13F Acas, Llc 5 212 201
2025-08-15 13F Kestra Advisory Services, LLC 1 174 544 7,28 43 376 18,62
2025-07-17 13F G&S Capital LLC 99 445 0,91 3 672 11,58
2025-08-06 13F Golden State Wealth Management, LLC 0 −100,00 0 −100,00
2025-08-13 13F VestGen Advisors, LLC 264 597 4,74 9 772 15,81
2025-07-21 13F Ascent Group, LLC 17 295 −2,88 639 7,41
2025-08-12 13F BlackRock, Inc. 47 500 0,00 1 754 10,59
2025-07-15 13F Lynch & Associates/in 32 360 9,89 1 195 21,57
2025-08-15 13F Lantern Wealth Advisors, LLC 9 736 360
2025-07-02 13F HBW Advisory Services LLC 39 152 35,15 1 446 49,43
2025-05-16 13F/A Kestra Investment Management, LLC 0 −100,00 0
2025-07-14 13F Armstrong Advisory Group, Inc 0 −100,00 0
2025-08-04 13F Clear Investment Research, Llc 1 805 0,28 67 10,00
2025-08-14 13F Old Mission Capital Llc 387 686 0,96 14 317 11,62
2025-07-21 13F Ashton Thomas Securities, Llc 56 857 9,95 2 100 21,54
2025-08-11 13F Synergy Investment Management, LLC 0 −100,00 0
2025-07-21 13F Ameriflex Group, Inc. 435 −75,28 16 −74,14
2025-08-14 13F Evergreen Wealth Solutions, LLC 28 975 1 070
2025-08-14 13F Susquehanna International Group, Llp 0 −100,00 0
2025-08-01 13F Gwn Securities Inc. 22 540 −52,82 832 −47,84
2025-07-25 13F We Are One Seven, LLC 10 590 −1,93 391 8,61
2025-07-17 13F Tempus Wealth Planning, LLC 55 855 4,59 2 063 15,65
2025-08-14 13F Aqr Capital Management Llc 12 455 −21,10 460 −12,90
2025-08-14 13F Hrt Financial Lp 18 424 2,24 1
2025-07-24 13F NavPoint Financial, Inc. 5 839 216
2025-07-11 13F LongView Wealth Management 53 631 12,99 1 981 24,92
2025-08-12 13F Barnes Pettey Financial Advisors, Llc 95 366 −0,92 3 522 9,55
2025-08-13 13F Renaissance Technologies Llc 13 900 513
2025-08-13 13F Townsquare Capital Llc 0 −100,00 0
2025-04-29 13F Lee Danner & Bass Inc 0 −100,00 0
2025-08-13 13F Cerity Partners LLC 31 211 0,12 1 153 10,66
2025-07-22 13F Beacon Financial Advisory LLC 20 108 −4,68 743 5,40
2025-08-07 13F Kestra Private Wealth Services, Llc 31 539 15,06 1 165 27,21
2025-07-11 13F Lantz Financial LLC 43 182 7,65 1 595 19,04
2025-07-28 13F RFG Advisory, LLC 35 575 125,34 1 314 149,15
2025-07-14 13F Park Avenue Securities Llc 109 461 11,10 4 33,33
2025-07-31 13F West Michigan Advisors, Llc 5 560 205
2025-07-23 13F Valmark Advisers, Inc. 402 564 6,79 14 867 18,08
2025-07-31 13F Hobart Private Capital, LLC 14 293 4,66 528 15,57
2025-08-11 13F HighTower Advisors, LLC 139 386 19,10 5 148 31,70
2025-07-28 13F Harbour Investments, Inc. 412 211 0,48 15 223 11,09
2025-07-15 13F World Equity Group, Inc. 7 553 −13,43 279 −4,47
2025-04-08 13F Private Client Services, Llc 0 −100,00 0
2025-07-09 13F Beacon Financial Group 8 979 0,03 332 10,70
2025-07-16 13F Perigon Wealth Management, LLC 9 374 10,59 346 22,26
2025-08-07 13F PFG Advisors 109 197 0,51 4 033 11,14
2025-07-23 13F Kingswood Wealth Advisors, Llc 62 571 −2,10 2 311 8,25
2025-08-14 13F Harmony Asset Management Llc 13 999 6,88 517 18,08
2025-07-18 13F PFG Investments, LLC 8 156 2,77 301 13,58
2025-08-05 13F Westside Investment Management, Inc. 450 17
2025-08-13 13F Capital International Investors 33 275 0,01 1 229 10,53
2025-08-14 13F Comerica Bank 12 200 3,66 451 14,50
2025-08-19 13F Advisory Services Network, LLC 108 403 −26,63 4 139 −16,13
2025-08-29 13F Centaurus Financial, Inc. 136 665 20,14 5 66,67
2025-08-11 13F Rothschild Investment Llc 18 139 7,41 670 18,62
2025-08-14 13F Bank Of America Corp /de/ 465 996 50,48 17 209 66,40
2025-08-14 13F Smartleaf Asset Management LLC 169 565 16,63 6 247 29,02
2025-08-15 13F Morgan Stanley 5 008 826 14,95 184 976 27,09
2025-07-07 13F Thurston, Springer, Miller, Herd & Titak, Inc. 6 356 24,02 235 36,84
2025-08-05 13F GPS Wealth Strategies Group, LLC 8 520 −3,80 315 6,44
2025-08-14 13F/A Skopos Labs, Inc. 318 12
2025-07-25 13F Transcendent Capital Group LLC 139 941 1,08 5 168 11,79
2025-07-10 13F Sovran Advisors, LLC 124 932 26,97 4 647 50,63
2025-08-01 13F Envestnet Asset Management Inc 10 327 349 13,62 381 389 25,63
2025-08-14 13F Ambassador Advisors, LLC 16 053 0,00 593 10,45
2025-09-09 13F NWF Advisory Services Inc. 12 802 90,59 473 110,71
2025-07-30 13F Cullen/frost Bankers, Inc. 93 425 63,57 3 450 80,91
2025-07-31 13F Whipplewood Advisors, LLC 557 4,90 21 17,65
2025-07-31 13F Oppenheimer & Co Inc 21 275 89,53 786 109,89
2025-08-27 13F/A Brinker Capital Investments, LLC 411 239 1,99 15 187 12,77
2025-08-04 13F Kovack Advisors, Inc. 5 989 −12,95 221 −3,49
2025-08-11 13F Nations Financial Group Inc, /ia/ /adv 44 621 16,67 1 648 28,97
2025-08-04 13F Pensionmark Financial Group, Llc 88 604 37,07 3 272 51,55
2025-08-12 13F Cravens & Co Advisors, LLC 12 551 −11,81 464 −2,53
2025-05-15 13F National Wealth Management Group, LLC 9 559 −0,42 319 −4,78
2025-08-14 13F Mml Investors Services, Llc 3 032 309 11,03 112 21,98
2025-07-22 13F Olistico Wealth, LLC 68 256 0,02 2 521 10,57
2025-07-16 13F Independent Wealth Network Inc. 33 719 4,57 1 245 15,71
2025-08-14 13F Herold Advisors, Inc. 9 736 360
2025-07-07 13F Trust Co 840 0,00 31 10,71
2025-07-24 13F FinDec Wealth Services, Inc. 7 739 −67,82 286 −64,51
2025-05-15 13F/A Orion Portfolio Solutions, LLC 403 211 12,99 13 467 7,92
2025-08-05 13F HFG Advisors, Inc. 9 925 0,00 367 10,57
2025-08-14 13F Citadel Advisors Llc Put 0 −100,00 0
2025-08-06 13F Wedbush Securities Inc 12 745 −15,44 0
2025-07-16 13F Signaturefd, Llc 306 0,00 11 10,00
2025-08-04 13F Assetmark, Inc 852 157 6,14 31 470 17,36
2025-08-14 13F GWM Advisors LLC 826 422 −17,82 30 520 −9,14
2025-07-10 13F Affiance Financial, LLC 262 404 −46,54 9 691 −40,90
2025-07-14 13F Sowell Financial Services LLC 44 258 10,81 1 634 22,49
2025-08-06 13F Commonwealth Equity Services, Llc 3 415 953 7,31 126 18,87
2025-07-03 13F Arvest Investments, Inc. 409 0,00 15 15,38
2025-07-08 13F Nbc Securities, Inc. 175 829 8,03 6 20,00
2025-07-02 13F Central Pacific Bank - Trust Division 85 0,00 3 50,00
2025-07-22 13F Ergawealth Advisors, Inc. 34 142 1 261
2025-07-29 13F CapWealth Advisors, LLC 7 523 −14,48 278 −5,46
2025-07-25 13F M.e. Allison & Co., Inc. 55 598 3,02 2 053 13,93
2025-08-11 13F Perennial Investment Advisors, LLC 86 113 40,12 3 180 54,97
2025-07-29 13F Stratos Wealth Partners, LTD. 29 374 51,30 1 085 67,28
2025-07-14 13F Golden State Equity Partners 0 −100,00 0
2025-07-23 13F Armstrong, Fleming & Moore, Inc 42 441 1 567
2025-07-30 13F/A KPP Advisory Services LLC 37 341 11,06 1 379 22,91
2025-08-14 13F Stifel Financial Corp 847 182 14,85 31 286 26,99
2025-07-17 13F Worth Financial Advisory Group, LLC 11 135 0,25 411 11,08
2025-07-17 13F Nelson, Van Denburg & Campbell Wealth Management Group, LLC 5 690 210
2025-07-15 13F Mather Group, Llc. 0 −100,00 0
2025-08-12 13F Insigneo Advisory Services, Llc 6 030 223
2025-08-13 13F Natixis Advisors, L.p. 138 283 16,96 5 66,67
2025-07-28 13F Mutual Advisors, LLC 193 476 32,32 7 449 55,78
2025-07-29 13F Private Trust Co Na 21 081 82,96 779 102,60
2025-08-04 13F Balentine LLC 29 107 0,00 1 075 10,49
2025-08-13 13F Gateway Wealth Partners, LLC 27 702 −2,21 1 023 8,14
2025-08-12 13F Entruity Wealth, LLC 314 621 7,21 11 619 18,54
2025-08-14 13F D. E. Shaw & Co., Inc. 8 004 −64,89 296 −61,24
2025-08-04 13F Mayflower Financial Advisors, LLC 43 159 −3,77 1 594 6,34
2025-08-07 13F Nwam Llc 12 975 11,35 496 27,25
2025-07-16 13F Owen LaRue, LLC 9 484 23,09 350 36,19
2025-08-05 13F Carolinas Wealth Consulting Llc 0 −100,00 0 −100,00
2025-08-11 13F Landaas & Co /wi /adv 19 090 −9,77 705 −0,28
2025-08-04 13F Daymark Wealth Partners, Llc 6 818 0,40 252 11,06
2025-05-06 13F Venturi Wealth Management, LLC 0 −100,00 0
2025-07-22 13F Confluence Wealth Services, Inc. 38 786 12,97 1 432 31,14
2025-07-25 13F Envestnet Portfolio Solutions, Inc. 221 166 −31,05 8 168 −23,77
2025-08-13 13F Vermillion & White Wealth Management Group, LLC 3 965 6,53 146 17,74
2025-07-18 13F Truist Financial Corp 186 633 8,83 6 892 20,34
2025-08-14 13F Advisor OS, LLC 22 796 24,98 842 38,10
2025-07-30 13F D.a. Davidson & Co. 443 816 2,12 16 390 12,91
2025-07-11 13F Pinnacle Bancorp, Inc. 192 0,00 7 16,67
2025-07-18 13F Vicus Capital 14 937 68,17 552 86,15
2025-08-27 13F Cypress Capital Advisors, LLC 12 280 −27,46 454 −19,82
2025-08-06 13F TKG Advisors, LLC 15 936 14,24 589 26,45
2025-07-30 13F Bleakley Financial Group, LLC 83 904 −6,48 3 099 3,40
2025-08-13 13F Keystone Financial Group 52 778 16,65 1 950 29,05
2025-08-05 13F Plante Moran Financial Advisors, LLC 0 −100,00 0
2025-07-24 13F Endeavor Private Wealth, Inc. 105 721 34,58 3 915 48,82
2025-07-25 13F Total Clarity Wealth Management, Inc. 13 493 −2,41 498 3,11
2025-08-12 13F RiverFront Investment Group, LLC 7 487 276
2025-08-12 13F Jacobi Capital Management LLC 19 286 712
2025-08-14 13F Ameriprise Financial Inc 11 828 −80,07 437 −78,00
2025-08-05 13F Sigma Planning Corp 23 663 26,67 874 40,13
2025-08-13 13F Northwestern Mutual Wealth Management Co 3 865 009 8,81 142 735 20,31
2025-08-07 13F Resources Investment Advisors, LLC. 32 528 −31,16 1 201 −23,89
2025-08-27 13F Tribridge Partners Financial LLC 12 065 0
2025-08-08 13F Capital Investment Advisory Services, LLC 10 936 404
2025-07-16 13F Octavia Wealth Advisors, LLC 11 835 2,03 438 12,89
2025-08-08 13F Avantax Advisory Services, Inc. 115 626 23,42 4 270 36,47
2025-08-14 13F McIlrath & Eck, LLC 900 0,00 33 10,00
2025-07-16 13F/A CX Institutional 330 0,00 0
2025-08-14 13F CoreCap Advisors, LLC 653 −74,94 24 −72,41
2025-08-08 13F Creative Planning 25 191 0,43 930 11,11
2025-08-12 13F Cornerstone Wealth Management, LLC 9 461 0,00 349 10,79
2025-08-14 13F Investmark Advisory Group LLC 9 782 −3,42 361 6,80
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