Grundläggande statistik
Institutionella ägare | 173 total, 173 long only, 0 short only, 0 long/short - change of −5,43% MRQ |
Genomsnittlig portföljallokering | 0.3767 % - change of −11,01% MRQ |
Institutionella aktier (lång) | 23 432 248 (ex 13D/G) - change of 12,48MM shares 113,99% MRQ |
Institutionellt värde (lång) | $ 855 869 USD ($1000) |
Institutionellt ägande och aktieägare
PIMCO ETF Trust - PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (US:CORP) har 173 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 23,432,248 aktier. Största aktieägare inkluderar Gallagher Fiduciary Advisors, LLC, Bank Of America Corp /de/, Cwm, Llc, LPL Financial LLC, Morgan Stanley, Allianz Asset Management GmbH, Great Valley Advisor Group, Inc., RAM Investment Partners, LLC, Resources Investment Advisors, LLC., and Vickerman Investment Advisors, Inc. .
PIMCO ETF Trust - PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (ARCA:CORP) 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 17, 2025 is 98,99 / share. Previously, on September 18, 2024, the share price was 99,54 / share. This represents a decline of 0,56% 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.
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Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-07-22 | 13F | Evensky & Katz LLC | 22 231 | 242,07 | 2 | |||||
2025-08-07 | 13F | Allworth Financial LP | 6 275 | −40,00 | 611 | −39,00 | ||||
2025-07-24 | 13F | Bernard Wealth Management Corp. | 37 432 | 17,18 | 3 643 | 17,83 | ||||
2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 3 035 | −8,69 | 295 | −8,10 | ||||
2025-08-05 | 13F | Elyxium Wealth, LLC | 4 590 | 38,71 | 447 | 39,38 | ||||
2025-07-09 | 13F | Breakwater Investment Management | 4 | 0,00 | 0 | |||||
2025-08-08 | 13F | TD Capital Management LLC | 2 358 | 721,60 | 229 | 748,15 | ||||
2025-04-21 | 13F | ORG Partners LLC | 0 | −100,00 | 0 | |||||
2025-07-24 | 13F | Boomfish Wealth Group, LLC | 4 354 | −2,44 | 424 | −1,86 | ||||
2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 5 043 | 22,70 | 491 | 23,43 | ||||
2025-07-29 | 13F | Elevation Capital Advisory, LLC | 24 080 | −15,76 | 2 343 | −15,29 | ||||
2025-08-08 | 13F | Cetera Investment Advisers | 38 722 | −9,56 | 3 768 | −9,05 | ||||
2025-07-28 | 13F | Allianz Asset Management GmbH | 415 439 | 1,23 | 40 426 | 1,80 | ||||
2025-08-07 | 13F | Alliance Wealth Management Group | 110 127 | 1,94 | 10 716 | 2,51 | ||||
2025-07-24 | 13F | Us Bancorp \de\ | 1 475 | 0,00 | 144 | 0,70 | ||||
2025-08-11 | 13F | Cannon Advisors, Inc. | 18 947 | 3,45 | 1 844 | 4,06 | ||||
2025-08-07 | 13F | Resources Investment Advisors, LLC. | 370 962 | 2,01 | 36 098 | 2,58 | ||||
2025-08-14 | 13F | UBS Group AG | 199 411 | −0,27 | 19 405 | 0,28 | ||||
2025-05-15 | 13F | Hrt Financial Lp | 0 | −100,00 | 0 | |||||
2025-07-30 | 13F | Strategic Blueprint, LLC | 19 238 | 98,86 | 1 872 | 100,00 | ||||
2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 1 834 | −0,43 | 178 | 0,00 | ||||
2025-08-13 | 13F | Millstone Evans Group, LLC | 253 | 0,00 | 25 | 0,00 | ||||
2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 25 672 | −6,75 | 2 498 | −6,20 | ||||
2025-07-28 | 13F | Perfromance Wealth Partners, LLC | 7 392 | 0,00 | 719 | 0,56 | ||||
2025-08-07 | 13F | Parkside Financial Bank & Trust | 289 | 1,05 | 28 | 3,70 | ||||
2025-08-14 | 13F | Royal Bank Of Canada | 106 231 | −4,77 | 10 338 | −4,23 | ||||
2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 388 600 | 37 814 | ||||||
2025-07-15 | 13F | BCS Wealth Management | 0 | −100,00 | 0 | |||||
2025-08-01 | 13F | SYM FINANCIAL Corp | 12 343 | 1 201 | ||||||
2025-08-14 | 13F | Raymond James Financial Inc | 34 003 | 0,72 | 3 309 | 1,29 | ||||
2025-08-14 | 13F | Mml Investors Services, Llc | 80 536 | 2,87 | 8 | 0,00 | ||||
2025-08-07 | 13F/A | Tortoise Investment Management, LLC | 0 | 0 | ||||||
2025-07-24 | 13F | Blair William & Co/il | 389 | −19,63 | 38 | −19,57 | ||||
2025-08-14 | 13F | Guardian Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
2025-08-11 | 13F | Principal Securities, Inc. | 11 084 | 37,74 | 1 079 | 40,92 | ||||
2025-08-14 | 13F | Warren Averett Asset Management, LLC | 5 674 | 54,60 | 552 | 55,49 | ||||
2025-07-21 | 13F | Capital Planning LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Stifel Financial Corp | 8 452 | 10,85 | 822 | 11,53 | ||||
2025-08-14 | 13F | Gotham Asset Management, LLC | 11 890 | 0,00 | 1 157 | 0,61 | ||||
2025-08-14 | 13F | CoreCap Advisors, LLC | 1 | 0,00 | 0 | |||||
2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 2 191 | −70,77 | 213 | −70,62 | ||||
2025-08-13 | 13F | Loomis Sayles & Co L P | 0 | −100,00 | 0 | |||||
2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 523 | 51 | ||||||
2025-08-14 | 13F | Jane Street Group, Llc | 17 781 | 44,06 | 1 730 | 44,89 | ||||
2025-05-15 | 13F | Novak & Powell Financial Services, Inc. | 0 | −100,00 | 0 | |||||
2025-07-25 | 13F | Northwest Capital Management Inc | 258 | −57,57 | 25 | −56,90 | ||||
2025-08-14 | 13F | Bank Of America Corp /de/ | 1 799 226 | −4,57 | 175 083 | −4,04 | ||||
2025-08-13 | 13F | Summit Financial, LLC | 27 632 | −3,05 | 2 689 | −2,54 | ||||
2025-07-08 | 13F | Gallacher Capital Management LLC | 13 414 | −4,91 | 1 305 | −4,40 | ||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 87 789 | −7,36 | 8 543 | −6,84 | ||||
2025-07-17 | 13F | Sound Income Strategies, LLC | 26 | −65,79 | 2 | −71,43 | ||||
2025-07-15 | 13F | Graypoint LLC | 15 053 | 0,00 | 1 465 | 0,55 | ||||
2025-07-25 | 13F | Cwm, Llc | 1 354 031 | −4,99 | 132 | −4,38 | ||||
2025-08-04 | 13F | Center for Financial Planning, Inc. | 0 | −100,00 | 0 | |||||
2025-08-27 | 13F | Barnes Wealth Management Group, Inc | 11 685 | −7,99 | 1 137 | −7,41 | ||||
2025-08-14 | 13F | Colony Group, LLC | 6 170 | −0,36 | 600 | 0,17 | ||||
2025-08-13 | 13F | Fisher Asset Management, LLC | 3 015 | 0,40 | 293 | 1,03 | ||||
2025-08-13 | 13F | GeoWealth Management, LLC | 34 478 | −22,58 | 3 355 | −22,14 | ||||
2025-08-15 | 13F | Morgan Stanley | 593 470 | 6,59 | 57 751 | 7,19 | ||||
2025-04-22 | 13F | Atticus Wealth Management, Llc | 0 | 0 | ||||||
2025-08-15 | 13F | Prevail Innovative Wealth Advisors, Llc | 0 | −100,00 | 0 | |||||
2025-08-15 | 13F | WFA of San Diego, LLC | 183 | 18 | ||||||
2025-08-13 | 13F | Baird Financial Group, Inc. | 29 550 | −1,05 | 2 876 | −0,52 | ||||
2025-08-13 | 13F | Cerity Partners LLC | 57 561 | −11,56 | 5 601 | −11,07 | ||||
2025-05-08 | 13F | Geneos Wealth Management Inc. | 0 | −100,00 | 0 | |||||
2025-07-17 | 13F | LexAurum Advisors, LLC | 2 818 | 8,93 | 274 | 9,60 | ||||
2025-05-06 | 13F | Triumph Capital Management | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Integrated Wealth Concepts LLC | 37 566 | −7,20 | 3 656 | −6,69 | ||||
2025-08-13 | 13F | Rsm Us Wealth Management Llc | 3 784 | 368 | ||||||
2025-08-11 | 13F | TD Waterhouse Canada Inc. | 3 702 | 0,00 | 359 | 0,28 | ||||
2025-07-30 | 13F | Crewe Advisors LLC | 23 | 2 | ||||||
2025-08-14 | 13F | Ambassador Advisors, LLC | 12 103 | −3,66 | 1 178 | −3,13 | ||||
2025-07-22 | 13F | Duncan Williams Asset Management, LLC | 2 295 | 223 | ||||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 17 230 | −24,86 | 1 677 | −24,33 | ||||
2025-07-15 | 13F | McAdam, LLC | 91 857 | 1,97 | 8 939 | 2,54 | ||||
2025-06-11 | 13F | Fortitude Financial, LLC | 15 259 | 0,00 | 1 477 | 1,72 | ||||
2025-07-30 | 13F | Brookstone Capital Management | 2 182 | 0,00 | 212 | 0,47 | ||||
2025-06-02 | 13F/A | Modern Wealth Management, LLC | 2 946 | −16,71 | 285 | −15,18 | ||||
2025-08-12 | 13F | Allianz Investment Management U.S. LLC | 9 000 | 0,00 | 876 | 2,46 | ||||
2025-08-05 | 13F | Milestone Asset Management, Llc | 16 365 | −1,33 | 1 593 | −0,81 | ||||
2025-05-14 | 13F | One Capital Management, LLC | 0 | −100,00 | 0 | |||||
2025-08-08 | 13F | RAM Investment Partners, LLC | 380 738 | 8,40 | 37 050 | 9,00 | ||||
2025-08-12 | 13F | Vickerman Investment Advisors, Inc. | 227 261 | 2,46 | 22 115 | 3,03 | ||||
2025-08-13 | 13F | Flow Traders U.s. Llc | 70 210 | 852,13 | 7 | |||||
2025-07-15 | 13F | Signet Financial Management, Llc | 12 963 | 13,49 | 1 261 | 14,12 | ||||
2025-07-16 | 13F | True North Advisors, LLC | 73 494 | −36,56 | 7 152 | −36,20 | ||||
2025-07-22 | 13F | Kickstand Ventures, Llc. | 2 295 | −5,24 | 223 | −4,70 | ||||
2025-07-09 | 13F | Keystone Wealth Services, LLC | 4 102 | −2,38 | 399 | −1,72 | ||||
2025-08-08 | 13F | Emerald Investment Partners, Llc | 231 | 0,00 | 23 | 0,00 | ||||
2025-08-13 | 13F | Keystone Financial Group | 2 777 | −7,43 | 270 | −6,57 | ||||
2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Cary Street Partners Financial Llc | 2 780 | 29,48 | 271 | 30,43 | ||||
2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 0 | −100,00 | 0 | |||||
2025-07-24 | 13F | Lindenwold Advisors | 57 420 | 12,63 | 5 588 | 13,26 | ||||
2025-07-24 | 13F | IFP Advisors, Inc | 3 976 | 51,41 | 387 | 51,97 | ||||
2025-08-14 | 13F | Qube Research & Technologies Ltd | 81 | 8 | ||||||
2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | −100,00 | 0 | |||||
2025-05-15 | 13F | Lido Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-29 | 13F | Tradewinds Capital Management, LLC | 1 336 | 16,07 | 130 | 17,12 | ||||
2025-07-22 | 13F | Rocky Mountain Advisers, Llc | 1 400 | 0,00 | 136 | 0,74 | ||||
2025-08-12 | 13F | Fortis Capital Management LLC | 88 715 | −20,80 | 8 633 | −20,36 | ||||
2025-08-14 | 13F | Comerica Bank | 2 946 | −5,94 | 287 | −5,61 | ||||
2025-08-15 | 13F | Equitable Holdings, Inc. | 21 691 | 3,67 | 2 111 | 4,25 | ||||
2025-04-07 | 13F | AdvisorNet Financial, Inc | 0 | −100,00 | 0 | |||||
2025-04-30 | 13F | Sofos Investments, Inc. | 36 | −76,62 | 3 | −78,57 | ||||
2025-08-12 | 13F | Kimelman & Baird, LLC | 247 | 0,00 | 24 | 4,35 | ||||
2025-08-11 | 13F | PAX Financial Group, LLC | 38 558 | −39,83 | 3 752 | −39,49 | ||||
2025-07-21 | 13F | Cape Cod Five Cents Savings Bank | 59 858 | 0,00 | 5 953 | 0,00 | ||||
2025-07-23 | 13F | Detalus Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-08-07 | 13F | PFG Advisors | 10 607 | 0,50 | 1 032 | 1,08 | ||||
2025-07-16 | 13F | Novem Group | 128 037 | 6,67 | 12 459 | 7,27 | ||||
2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 7 016 | −34,37 | 683 | −34,04 | ||||
2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 2 145 | 20,91 | 209 | 21,64 | ||||
2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 2 777 | −54,07 | 270 | −53,85 | ||||
2025-07-23 | 13F | Element Wealth, LLC | 6 055 | −7,12 | 589 | −6,51 | ||||
2025-08-05 | 13F | Towercrest Capital Management | 110 127 | 1,94 | 10 716 | 2,51 | ||||
2025-08-06 | 13F | AE Wealth Management LLC | 228 | −1,72 | 22 | 0,00 | ||||
2025-08-01 | 13F/A | GGM Financials LLC | 10 755 | 8,42 | 1 047 | 9,07 | ||||
2025-07-24 | 13F | Stonebridge Financial Group, LLC | 5 343 | −2,16 | 520 | −1,70 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 30 663 | 229,78 | 2 984 | 231,81 | ||||
2025-07-22 | 13F | DAVENPORT & Co LLC | 16 191 | 15,63 | 1 576 | 16,32 | ||||
2025-08-13 | 13F | Financial Freedom, LLC | 13 329 | −1,59 | 1 297 | −1,07 | ||||
2025-07-29 | 13F | Barden Capital Management, Inc. | 4 906 | −5,20 | 477 | −4,60 | ||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 8 930 | 103,14 | 1 | |||||
2025-08-11 | 13F | Tidemark, LLC | 105 | 0,00 | 10 | 0,00 | ||||
2025-08-08 | 13F | Kingsview Wealth Management, LLC | 13 388 | −1,49 | 1 303 | −0,99 | ||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 110 360 | 20,12 | 10 739 | 20,80 | ||||
2025-07-21 | 13F | Ameritas Advisory Services, LLC | 6 511 | −6,83 | 634 | −5,66 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | 12 806 | −72,75 | 1 246 | −72,60 | ||||
2025-08-13 | 13F | Capital Analysts, Inc. | 16 243 | 24,39 | 2 | 0,00 | ||||
2025-08-08 | 13F | Security Financial Services, INC. | 22 309 | 2,26 | 2 171 | 2,79 | ||||
2025-07-23 | 13F | Madden Advisory Services, Inc. | 22 299 | 1,19 | 2 170 | 1,74 | ||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 10 609 | −17,90 | 1 | 0,00 | ||||
2025-07-07 | 13F | Bangor Savings Bank | 279 | 0,00 | 27 | 3,85 | ||||
2025-08-11 | 13F | Parr Mcknight Wealth Management Group, Llc | 41 000 | 17,44 | 3 990 | 18,09 | ||||
2025-07-23 | 13F | Peak Financial Management, Inc. | 2 775 | −7,04 | 270 | −6,25 | ||||
2025-04-29 | 13F | CoreFirst Bank & Trust | 0 | −100,00 | 0 | |||||
2025-08-05 | 13F | Bank of New York Mellon Corp | 4 053 | 394 | ||||||
2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 1 207 | 0,00 | 117 | 0,86 | ||||
2025-08-12 | 13F | LPL Financial LLC | 835 200 | 17,47 | 81 273 | 18,12 | ||||
2025-08-14 | 13F | Old Mission Capital Llc | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 76 936 | 0,38 | 7 487 | 0,93 | ||||
2025-08-14 | 13F | GWM Advisors LLC | 144 274 | 12,44 | 14 039 | 13,07 | ||||
2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 50 | 0,00 | 5 | 0,00 | ||||
2025-08-05 | 13F | Bank Of Montreal /can/ | 3 940 | −53,30 | 383 | −53,06 | ||||
2025-07-29 | 13F | Private Trust Co Na | 1 085 | 0,00 | 106 | 0,96 | ||||
2025-07-25 | 13F | PrairieView Partners, LLC | 2 729 | 0,00 | 0 | |||||
2025-08-08 | 13F | Avantax Advisory Services, Inc. | 61 041 | 17,42 | 5 940 | 18,07 | ||||
2025-08-12 | 13F | Change Path, LLC | 81 574 | −21,23 | 7 938 | −20,80 | ||||
2025-08-14 | 13F | Fmr Llc | 181 | −31,95 | 18 | −32,00 | ||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 37 601 | 9,36 | 3 659 | 9,95 | ||||
2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 2 494 | −10,83 | 243 | −10,37 | ||||
2025-08-14 | 13F | IPG Investment Advisors LLC | 13 750 | 0,00 | 1 338 | 0,60 | ||||
2025-07-21 | 13F | Ameriflex Group, Inc. | 0 | −100,00 | 0 | |||||
2025-08-06 | 13F | Rialto Wealth Management, LLC | 4 213 | 0,00 | 410 | 0,49 | ||||
2025-08-13 | 13F | Van Hulzen Asset Management, LLC | 3 915 | 0,98 | 381 | 1,33 | ||||
2025-08-11 | 13F | Citigroup Inc | 28 | 1 300,00 | 3 | |||||
2025-07-17 | 13F | Mokosak Advisory Group, LLC | 226 609 | 2,39 | 22 052 | 2,96 | ||||
2025-07-18 | 13F | Truist Financial Corp | 18 778 | 30,29 | 1 827 | 31,06 | ||||
2025-07-11 | 13F | Myecfo, Llc | 57 316 | 5,13 | 5 580 | 5,78 | ||||
2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 17 721 | −9,03 | 1 724 | −8,49 | ||||
2025-09-15 | 13F/A | Migdal Insurance & Financial Holdings Ltd. | 150 206 | −82,75 | 15 | −83,33 | ||||
2025-07-08 | 13F | First National Corp /ma/ /adv | 13 517 | −4,67 | 1 315 | −4,15 | ||||
2025-08-14 | 13F | Ameriprise Financial Inc | 22 474 | 8,92 | 2 187 | 9,52 | ||||
2025-07-21 | 13F | Future Financial Wealth Managment LLC | 100 | 0,00 | 10 | 0,00 | ||||
2025-07-28 | 13F | Harbour Investments, Inc. | 1 091 | −11,73 | 106 | −10,92 | ||||
2025-08-14 | 13F | Bnp Paribas | 10 444 | −2,13 | 1 016 | −1,55 | ||||
2025-08-05 | 13F | Tsfg, Llc | 259 | 0,00 | 0 | |||||
2025-08-08 | 13F | Financial Gravity Companies, Inc. | 36 | 0,00 | 4 | 0,00 | ||||
2025-05-12 | 13F | Independent Advisor Alliance | 0 | −100,00 | 0 | |||||
2025-07-02 | 13F | Central Pacific Bank - Trust Division | 10 | 0,00 | 1 | |||||
2025-08-08 | 13F | Islay Capital Management, Llc | 45 940 | −1,77 | 4 470 | −1,22 | ||||
2025-08-13 | 13F | Jones Financial Companies Lllp | 51 186 | 8,86 | 4 960 | 9,23 | ||||
2025-05-06 | 13F | Venturi Wealth Management, LLC | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Bank Of Nova Scotia | 108 389 | 10 547 | ||||||
2025-08-19 | 13F | Advisory Services Network, LLC | 10 378 | 0,53 | 1 006 | 0,70 | ||||
2025-08-06 | 13F | Golden State Wealth Management, LLC | 722 | −31,30 | 70 | −30,69 | ||||
2025-07-23 | 13F | Clear Creek Financial Management, LLC | 7 723 | 30,04 | 752 | 30,84 | ||||
2025-07-17 | 13F | XML Financial, LLC | 167 470 | 2,85 | 16 296 | 3,43 | ||||
2025-07-23 | 13F | Pure Portfolios Holdings Llc | 42 725 | 6,98 | 4 158 | 7,58 | ||||
2025-08-14 | 13F | Shepherd Kaplan Krochuk, Llc | 33 056 | 0,40 | 3 217 | 0,97 | ||||
2025-07-08 | 13F | Ehrlich Financial Group | 4 995 | 24,10 | 486 | 24,94 | ||||
2025-08-14 | 13F | Gallagher Fiduciary Advisors, LLC | 12 924 231 | 9 829,95 | 133 | −98,94 | ||||
2025-07-17 | 13F | Wagner Wealth Management, Llc | 375 | 0,00 | 36 | 0,00 | ||||
2025-08-12 | 13F | CFC Planning Co LLC | 10 244 | −15,70 | 997 | −15,23 | ||||
2025-08-04 | 13F | Assetmark, Inc | 0 | −100,00 | 0 | |||||
2025-07-15 | 13F | Main Street Group, LTD | 43 | −34,85 | 4 | −33,33 | ||||
2025-08-11 | 13F | Aptus Capital Advisors, LLC | 15 | 0,00 | 1 | 0,00 | ||||
2025-08-13 | 13F | Russell Investments Group, Ltd. | 0 | −100,00 | 0 | |||||
2025-05-14 | 13F | CIBC World Markets Inc. | 0 | −100,00 | 0 | |||||
2025-08-18 | 13F | Front Row Advisors LLC | 275 | 0,00 | 27 | 0,00 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 38 755 | −8,56 | 3 777 | −8,04 | ||||
2025-08-11 | 13F | HighTower Advisors, LLC | 14 316 | 16,35 | 1 393 | 17,06 | ||||
2025-08-12 | 13F | MAI Capital Management | 1 867 | 1,41 | 182 | 1,69 | ||||
2025-07-22 | 13F | Net Worth Advisory Group | 97 552 | 0,35 | 9 493 | 0,91 | ||||
2025-08-12 | 13F | Martin Worley Group | 62 696 | 8,31 | 6 101 | 8,91 | ||||
2025-08-12 | 13F | Global Retirement Partners, LLC | 6 632 | 380,58 | 645 | 392,37 | ||||
2025-08-05 | 13F | Arrowroot Family Office, LLC | 8 110 | 0,72 | 789 | 3,14 | ||||
2025-07-11 | 13F | Great Waters Wealth Management | 16 940 | −3,74 | 1 648 | −3,23 | ||||
2025-08-11 | 13F | Private Advisor Group, LLC | 61 577 | 0,95 | 5 992 | 1,52 | ||||
2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 4 764 | 0,68 | 464 | 1,31 | ||||
2025-07-31 | 13F | Ground Swell Capital, LLC | 0 | −100,00 | 0 | |||||
2025-08-08 | 13F | Gts Securities Llc | 0 | −100,00 | 0 |
Other Listings
MX:CORP |