Grundläggande statistik
| Institutionella ägare | 213 total, 213 long only, 0 short only, 0 long/short - change of 0,47% MRQ |
| Genomsnittlig portföljallokering | 0.2841 % - change of −1,78% MRQ |
| Institutionella aktier (lång) | 40 401 921 (ex 13D/G) - change of 4,46MM shares 12,40% MRQ |
| Institutionellt värde (lång) | $ 1 363 317 USD ($1000) |
Institutionellt ägande och aktieägare
Pacer Funds Trust - Pacer Global Cash Cows Dividend ETF (US:GCOW) har 213 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 40,401,921 aktier. Största aktieägare inkluderar Bank Of America Corp /de/, Morgan Stanley, Northwestern Mutual Wealth Management Co, LPL Financial LLC, Laurel Wealth Advisors LLC, Raymond James Financial Inc, Wells Fargo & Company/mn, Royal Bank Of Canada, UBS Group AG, and Cambridge Investment Research Advisors, Inc. .
Pacer Funds Trust - Pacer Global Cash Cows Dividend ETF (BATS:GCOW) Institutionell ägarstruktur visar institutioners och fonders nuvarande positioner i företaget, samt de senaste förändringarna i positionernas storlek. Större aktieägare kan vara enskilda investerare, fonder, hedgefonder eller institutioner. Bilaga 13D visar att investeraren äger (eller ägde) mer än 5% av företaget och avser (eller avsåg) att aktivt eftersträva en förändring av affärsstrategin. Schedule 13G indikerar en passiv investering på över 5%.
The share price as of September 19, 2025 is 39,26 / share. Previously, on September 23, 2024, the share price was 36,47 / share. This represents an increase of 7,65% 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.
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Institutionell sälj/köp-kvot
Förutom att rapportera vanliga eget kapital- och skuldemissioner måste institutioner med mer än 100MM tillgångar under förvaltning också avslöja sina innehav av sälj- och köpoptioner. Eftersom säljoptioner i allmänhet indikerar ett negativt sentiment och köpoptioner indikerar ett positivt sentiment, kan vi få en uppfattning om det övergripande institutionella sentimentet genom att plotta förhållandet mellan säljoptioner och köpoptioner. Diagrammet till höger visar det historiska förhållandet mellan sälj- och köpoptioner för detta instrument.
Genom att använda sälj/köp-kvoten som en indikator på aktieägarnas sentiment undviker man en av de största bristerna med att använda det totala institutionella ägandet, nämligen att en betydande del av de förvaltade tillgångarna investeras passivt för att följa index. Passivt förvaltade fonder köper vanligtvis inte optioner, så indikatorn för sälj/köp-kvoten ger en bättre bild av stämningen i aktivt förvaltade fonder.
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 24 659 | −2,54 | 936 | 0,11 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 4 350 | 335,00 | 165 | 358,33 | ||||
| 2025-07-25 | 13F | Dynamic Financial Group | 6 161 | 234 | ||||||
| 2025-04-29 | 13F | Riggs Asset Managment Co. Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Acorn Financial Advisory Services Inc /adv | 5 430 | 206 | ||||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 769 | 29 | ||||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 55 468 | −6,69 | 2 106 | −4,19 | ||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 6 173 | −11,06 | 234 | −7,87 | ||||
| 2025-08-14 | 13F | Comerica Bank | 35 427 | 11,36 | 1 345 | 14,37 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 21 330 | −1,43 | 810 | 1,13 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 20 663 | −58,59 | 785 | −57,51 | ||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 805 | −88,94 | 31 | −88,85 | ||||
| 2025-08-08 | 13F | TD Capital Management LLC | 182 | 1,11 | 7 | 0,00 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 195 | −32,76 | 7 | −22,22 | ||||
| 2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 95 107 | 36,22 | 3 611 | 39,91 | ||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 16 061 | −80,11 | 610 | −79,60 | ||||
| 2025-05-15 | 13F | Citadel Advisors Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 17 472 | −8,37 | 663 | −5,96 | ||||
| 2025-08-13 | 13F | Holos Integrated Wealth LLC | 2 354 | −45,53 | 92 | −42,14 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 561 | 0,90 | 21 | 5,00 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 8 717 | −2,45 | 331 | 0,00 | ||||
| 2025-07-25 | 13F | LRI Investments, LLC | 44 082 | 0,00 | 1 674 | 2,64 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 684 | −32,54 | 0 | |||||
| 2025-07-23 | 13F | Tcfg Wealth Management, Llc | 15 732 | −1,29 | 597 | 1,36 | ||||
| 2025-07-15 | 13F | Cora Capital Advisors Llc | 5 688 | 0,00 | 216 | 2,38 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 0 | −100,00 | 0 | |||||
| 2025-04-22 | 13F | XY Planning Network, Inc. | 0 | −100,00 | 0 | |||||
| 2025-05-01 | 13F | Lane & Associates LLC | 34 566 | 7,04 | 1 278 | 14,11 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 50 | −93,83 | 2 | −96,67 | ||||
| 2025-08-05 | 13F | NewSquare Capital LLC | 392 | 15 | ||||||
| 2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 16 631 | 0,34 | 631 | 12,88 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 46 123 | 62,74 | 1 751 | 67,08 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 74 | 0,00 | 3 | 0,00 | ||||
| 2025-08-11 | 13F | FSC Wealth Advisors, LLC | 500 | 0,00 | 19 | 0,00 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-09 | 13F | Fermata Advisors, LLC | 109 172 | −1,46 | 4 145 | 1,17 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 9 987 | −71,83 | 379 | −71,09 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 5 165 | 32,40 | 196 | 36,11 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 5 280 | 200 | ||||||
| 2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 7 283 | 0,00 | 277 | 2,22 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 252 | 0,00 | 10 | 0,00 | ||||
| 2025-08-14 | 13F | Napa Wealth Management | 16 267 | −34,11 | 618 | −32,35 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 78 464 | 2,20 | 2 979 | 4,93 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 104 250 | 22,22 | 4 | 0,00 | ||||
| 2025-08-08 | 13F | Beacon Harbor Wealth Advisors, Inc. | 296 622 | −8,44 | 11 263 | −5,99 | ||||
| 2025-07-10 | 13F | Financial Management Network Inc | 324 324 | −12,01 | 12 524 | 1,46 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 109 | −56,22 | 4 | −55,56 | ||||
| 2025-05-15 | 13F | Talon Private Wealth, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-28 | 13F | Copia Wealth Management | 1 464 | 75,54 | 56 | 83,33 | ||||
| 2025-07-25 | 13F | Prostatis Group LLC | 107 295 | 15,97 | 4 074 | 19,06 | ||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 5 862 | 20,59 | 0 | |||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 51 342 | 16,03 | 1 949 | 19,13 | ||||
| 2025-08-11 | 13F | TRUE Private Wealth Advisors | 28 256 | 18,03 | 1 073 | 21,13 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 15 844 | 12,54 | 602 | 14,91 | ||||
| 2025-07-23 | 13F | 1 North Wealth Services Llc | 222 768 | 26,63 | 8 459 | 30,02 | ||||
| 2025-07-29 | 13F | Activest Wealth Management | 0 | 0 | ||||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 269 706 | −0,15 | 10 241 | 2,52 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 71 440 | −2,48 | 2 713 | 0,11 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 47 121 | 82,55 | 2 | |||||
| 2025-07-15 | 13F | Retireful, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 263 828 | 9,69 | 10 018 | 12,63 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 6 962 | −21,72 | 264 | −19,51 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 100 | 0,00 | 0 | |||||
| 2025-05-01 | 13F | Grant/GrossMendelsohn, LLC | 39 527 | 54,13 | 1 450 | 65,90 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 8 050 | 14,18 | 313 | 20,00 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 11 560 | 39,95 | 457 | 50,00 | ||||
| 2025-05-09 | 13F | MGB Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 299 515 | −51,37 | 11 | −50,00 | ||||
| 2025-08-12 | 13F | Pacer Advisors, Inc. | 449 419 | −16,98 | 17 064 | −14,76 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 41 581 | 7,68 | 1 579 | 10,50 | ||||
| 2025-08-12 | 13F/A | Cozad Asset Management Inc | 22 964 | 18,95 | 872 | 22,16 | ||||
| 2025-07-22 | 13F | Mascoma Wealth Management LLC | 1 075 | 0,00 | 41 | 2,56 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 72 285 | 9,24 | 2 745 | 12,14 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 99 | 4 | ||||||
| 2025-07-14 | 13F | Opal Wealth Advisors, LLC | 13 882 | −4,15 | 527 | −1,50 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 523 150 | 72,61 | 19 864 | 77,23 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 192 394 | 188,36 | 7 305 | 196,11 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 1 896 | −28,05 | 72 | −25,77 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Hofer & Associates. Inc | 5 864 | 5,87 | 223 | 8,82 | ||||
| 2025-07-09 | 13F | Triumph Capital Management | 8 311 | 39,24 | 316 | 43,18 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 134 | −10,67 | 5 | 0,00 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 7 482 | 284 | ||||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 1 264 | 4,20 | 48 | 9,09 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 11 082 | −9,34 | 421 | −7,08 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 28 122 | 0,00 | 1 068 | 2,69 | ||||
| 2025-07-18 | 13F | Cooper Financial Group | 5 995 | −18,17 | 228 | −15,93 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 376 531 | −1,23 | 14 | 0,00 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 62 869 | 13,37 | 2 387 | 16,44 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 8 998 | −2,77 | 342 | −0,29 | ||||
| 2025-07-10 | 13F | Kmg Fiduciary Partners, Llc | 26 800 | −9,09 | 1 018 | −6,70 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 657 564 | 37,89 | 24 972 | 41,57 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 1 087 | 262,33 | 41 | 272,73 | ||||
| 2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 13 570 | −13,53 | 515 | −11,21 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 24 376 | 32,36 | 926 | 35,83 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 5 301 983 | 6,18 | 201 316 | 9,02 | ||||
| 2025-04-25 | 13F | West Bancorporation Inc | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 39 175 | 0,00 | 1 487 | 2,69 | ||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 9 272 | 0,15 | 352 | 2,92 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 1 146 | 44 | ||||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 12 325 | 0,96 | 468 | 3,55 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 76 457 | 16,73 | 2 903 | 19,86 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 246 274 | 1 200,90 | 9 351 | 1 235,86 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 630 | 24 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 2 969 362 | 7,15 | 112 747 | 10,02 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 21 069 | 5,00 | 800 | 7,68 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 765 814 | −16,36 | 29 | −12,12 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-10 | 13F | EWG Elevate Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Efficient Advisors, LLC | 45 031 | 60,00 | 1 710 | 64,33 | ||||
| 2025-06-30 | NP | HERD - Pacer Cash Cows Fund of Funds ETF | 459 633 | −15,09 | 16 901 | −10,03 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 390 | 0,00 | 15 | 0,00 | ||||
| 2025-07-10 | 13F | High Net Worth Advisory Group LLC | 15 780 | −1,09 | 599 | 1,70 | ||||
| 2025-04-17 | 13F | Searcy Financial Services Inc /adv | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 9 608 | 0,02 | 365 | 2,54 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 7 852 | 0,00 | 298 | 2,76 | ||||
| 2025-08-14 | 13F | Fmr Llc | 2 186 | 42,60 | 83 | 48,21 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 123 338 | 19,59 | 4 763 | 24,89 | ||||
| 2025-07-18 | 13F | Founders Capital Management | 42 | 0,00 | 2 | 0,00 | ||||
| 2025-07-22 | 13F | Comprehensive Financial Consultants Institutional, Inc. | 22 881 | 50,25 | 869 | 54,17 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 79 | 0,00 | 3 | 50,00 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 2 400 | 81 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 180 685 | 189,11 | 6 861 | 196,84 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 9 937 | −3,36 | 0 | |||||
| 2025-05-16 | 13F | Signature Estate & Investment Advisors Llc | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Citigroup Inc | 127 527 | 18,79 | 4 842 | 21,96 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 20 316 | −15,62 | 771 | −13,37 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 1 810 | 69 | ||||||
| 2025-07-10 | 13F | Sharkey, Howes & Javer | 19 502 | −23,08 | 740 | −21,02 | ||||
| 2025-08-14 | 13F | Harvest Investment Services, LLC | 15 180 | 1,29 | 576 | 3,97 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 25 016 | −7,43 | 950 | −5,01 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 7 043 | −3,95 | 267 | −1,84 | ||||
| 2025-07-16 | 13F | Novem Group | 33 250 | 2,83 | 1 263 | 5,61 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 7 399 953 | 5,69 | 280 976 | 8,52 | ||||
| 2025-08-11 | 13F | Advisor Resource Council | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 31 011 | 28,83 | 1 177 | 32,25 | ||||
| 2025-07-29 | 13F | BXM Wealth LLC | 8 075 | −11,41 | 307 | −8,93 | ||||
| 2025-04-28 | 13F | D.a. Davidson & Co. | 0 | −100,00 | 0 | |||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 2 727 | −6,58 | 0 | |||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 31 955 | 39,07 | 1 | |||||
| 2025-08-05 | 13F | Key FInancial Inc | 1 237 | 1 089,42 | 47 | 1 433,33 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 13 507 | 513 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1 464 132 | 6,87 | 55 593 | 9,74 | ||||
| 2025-07-30 | 13F | Insight Advisors, LLC/ PA | 68 631 | 2 606 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 1 037 714 | −0,44 | 39 402 | 2,23 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 10 000 | 0,00 | 380 | 2,71 | ||||
| 2025-07-16 | 13F | Dakota Wealth Management | 8 665 | 329 | ||||||
| 2025-05-15 | 13F | Two Sigma Securities, Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-07 | 13F | PFG Advisors | 13 683 | 0,45 | 520 | 3,18 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 329 086 | −1,57 | 12 495 | 1,07 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 1 000 | −49,49 | 38 | −49,32 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 7 600 | 289 | ||||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 0 | −100,00 | 0 | |||||
| 2025-08-18 | 13F | Front Row Advisors LLC | 300 | 0,00 | 11 | 0,00 | ||||
| 2025-08-05 | 13F | Aviance Capital Partners, LLC | 28 895 | −2,97 | 1 097 | −0,36 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 17 548 | 60,86 | 666 | 65,26 | ||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 17 060 | 0,00 | 665 | 5,40 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 6 549 | −2,96 | 249 | −0,40 | ||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 25 323 | 1 | ||||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 96 730 | 2,15 | 3 673 | 4,88 | ||||
| 2025-07-16 | 13F | Wealth Group Ltd | 8 381 | −2,15 | 318 | 0,63 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 27 600 | 150,91 | 1 048 | 157,88 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 351 | 0,00 | 13 | 18,18 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 10 866 | −4,73 | 413 | −2,14 | ||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 20 865 | 6,84 | 792 | 9,70 | ||||
| 2025-08-13 | 13F | Empire Financial Management Company, LLC | 135 075 | 0,60 | 5 129 | 3,28 | ||||
| 2025-05-15 | 13F | Prospera Financial Services Inc | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 303 089 | 18,59 | 11 208 | 29,98 | ||||
| 2025-07-14 | 13F | Lighthouse Wealth Management Inc. | 110 346 | 21,01 | 4 190 | 24,23 | ||||
| 2025-07-22 | 13F | Kraematon Investment Advisors, Inc | 19 325 | −4,37 | 734 | −1,87 | ||||
| 2025-08-14 | 13F | Karpus Management, Inc. | 236 522 | 8 981 | ||||||
| 2025-05-09 | 13F | Chicago Partners Investment Group LLC | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | BCS Wealth Management | 33 903 | −1,29 | 1 | 0,00 | ||||
| 2025-08-06 | 13F | Convergence Financial, LLC | 101 827 | 1,82 | 3 866 | 4,54 | ||||
| 2025-08-12 | 13F | Bokf, Na | 350 | 0,00 | 13 | 8,33 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 30 219 | 1,45 | 1 147 | 4,18 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 96 524 | −44,21 | 3 665 | −42,72 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 71 613 | 6,66 | 2 719 | 9,55 | ||||
| 2025-07-10 | 13F | HF Advisory Group, LLC | 8 635 | −5,01 | 328 | −2,68 | ||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 18 | 0,00 | 1 | |||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 49 637 | 34,91 | 1 885 | 38,53 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 1 645 | 62 | ||||||
| 2025-08-04 | 13F | Atria Investments Llc | 48 746 | 70,17 | 1 851 | 74,69 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 5 339 | −40,29 | 203 | −38,79 | ||||
| 2025-07-25 | 13F | 1858 Wealth Management, Llc | 60 000 | 0,00 | 2 278 | 2,71 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 6 597 | −11,35 | 251 | −9,09 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 17 859 | −7,34 | 678 | −4,78 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 1 355 | 44,46 | 51 | 50,00 | ||||
| 2025-07-14 | 13F | MY Wealth Management Inc. | 133 743 | −1,96 | 5 078 | 0,63 | ||||
| 2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 8 232 | 8,85 | 313 | 11,83 | ||||
| 2025-08-04 | 13F | WNY Asset Management, LLC | 70 678 | −0,66 | 2 684 | 2,02 | ||||
| 2025-08-13 | 13F | JBR Co Financial Management Inc | 33 493 | 38,26 | 1 272 | 42,01 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 385 088 | −2,54 | 14 622 | 0,06 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 710 176 | −8,05 | 26 965 | −5,58 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 24 | 0,00 | ||||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 39 603 | −30,13 | 1 504 | −28,21 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1 986 356 | 2,31 | 75 422 | 5,05 | ||||
| 2025-07-24 | 13F | Eastern Bank | 2 875 | 0,00 | 109 | 2,83 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 1 919 | 0,00 | 73 | 2,86 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 18 085 | 687 | ||||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Sage Private Wealth Group, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 55 004 | 26,90 | 2 089 | 30,34 | ||||
| 2025-07-16 | 13F | West Branch Capital LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Mma Asset Management Llc | 25 424 | −1,45 | 965 | 1,15 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 2 776 709 | 3 777,33 | 73 | −97,24 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 50 292 | 12,82 | 1 910 | 15,84 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 145 | 0,00 | 6 | 0,00 | ||||
| 2025-07-14 | 13F | Farmers & Merchants Investments Inc | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Investment Partners Asset Management, Inc. | 41 517 | 1,20 | 1 576 | 3,89 | ||||
| 2025-08-04 | 13F | Amplius Wealth Advisors, LLC | 58 694 | −2,56 | 2 229 | 0,04 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 102 828 | −0,44 | 3 904 | 2,23 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 1 810 | 0,00 | 67 | 8,20 | ||||
| 2025-07-31 | 13F | Perissos Private Wealth Management, LLC | 40 447 | 3,80 | 1 536 | 6,52 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 3 477 895 | −0,74 | 132 056 | 1,92 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 17 911 | −19,07 | 680 | −16,87 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 1 114 893 | 24,60 | 42 333 | 27,94 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 630 | −0,63 | 24 | 0,00 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 5 705 | −12,35 | 217 | −10,00 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 4 398 | −23,58 | 167 | −13,92 | ||||
| 2025-07-15 | 13F | Oregon Pacific Wealth Management, LLC | 14 409 | −10,58 | 547 | −8,07 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 32 486 | 0,02 | 1 233 | 2,66 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Wolff Wiese Magana Llc | 533 | 0,00 | 20 | 5,26 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 10 645 | 6,70 | 404 | 9,78 | ||||
| 2025-07-31 | 13F | Cosner Financial Group, LLC | 21 900 | −0,54 | 832 | 2,09 | ||||
| 2025-07-30 | 13F | Bleakley Financial Group, LLC | 60 300 | 1,90 | 2 290 | 4,62 | ||||
| 2025-08-01 | 13F | Schmidt P J Investment Management Inc | 8 175 | 46,85 | 310 | 51,22 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 56 642 | −4,71 | 2 151 | −2,18 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 1 000 | 38 | ||||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 161 522 | 0,29 | 6 133 | 2,97 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 21 368 | 63,66 | 814 | 68,88 | ||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 88 916 | −3,43 | 3 376 | −0,82 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 17 270 | 30,14 | 656 | 33,67 | ||||
| 2025-08-13 | 13F | Independent Family Office, LLC | 10 315 | 0,00 | 392 | 2,62 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 659 433 | 31,06 | 24 993 | 33,67 | ||||
| 2025-08-14 | 13F | Murphy & Mullick Capital Management Corp | 250 | 0,00 | 9 | 0,00 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 3 517 | −1,24 | 134 | 2,31 | ||||
| 2025-05-15 | 13F | Ancora Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 8 481 | 7,48 | 322 | 10,65 | ||||
| 2025-06-10 | 13F | Birchbrook, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 6 133 | −24,28 | 233 | −22,41 |
