Grundläggande statistik
| Institutionella ägare | 270 total, 270 long only, 0 short only, 0 long/short - change of 3,42% MRQ |
| Genomsnittlig portföljallokering | 0.2719 % - change of −17,63% MRQ |
| Institutionella aktier (lång) | 33 696 157 (ex 13D/G) - change of −0,71MM shares −2,06% MRQ |
| Institutionellt värde (lång) | $ 1 613 891 USD ($1000) |
Institutionellt ägande och aktieägare
Invesco Actively Managed Exchange-Traded Fund Trust - Invesco Ultra Short Duration ETF (US:GSY) har 270 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 33,696,157 aktier. Största aktieägare inkluderar Wells Fargo & Company/mn, Morgan Stanley, LPL Financial LLC, Bank Of America Corp /de/, Gradient Investments LLC, UBS Group AG, Cetera Investment Advisers, Axxcess Wealth Management, Llc, Raymond James Financial Inc, and Capital Asset Advisory Services LLC .
Invesco Actively Managed Exchange-Traded Fund Trust - Invesco Ultra Short Duration ETF (ARCA:GSY) 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 50,35 / share. Previously, on September 18, 2024, the share price was 50,31 / share. This represents an increase of 0,08% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-14 | 13F | Ridgewood Investments LLC | 413 | 0,00 | 21 | 0,00 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 50 351 | 121,47 | 2 525 | 121,60 | ||||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 288 437 | 0,58 | 14 462 | 0,62 | ||||
| 2025-08-28 | NP | WBIG - WBI BullBear Yield 3000 ETF | 9 787 | 491 | ||||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 17 086 | −71,98 | 1 | −100,00 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 10 893 | 23,00 | 546 | 23,25 | ||||
| 2025-07-07 | 13F | Trust Co | 50 675 | 6,47 | 2 541 | 6,50 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 225 079 | 18,85 | 11 285 | 18,91 | ||||
| 2025-08-07 | 13F | WESCAP Management Group, Inc. | 118 997 | −9,00 | 5 967 | −8,97 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 1 704 | 0,12 | 85 | 0,00 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 415 910 | −49,01 | 20 854 | −48,99 | ||||
| 2025-08-14 | 13F | UBS Group AG | 1 236 305 | 38,45 | 61 988 | 38,51 | ||||
| 2025-07-28 | 13F | Courier Capital Llc | 7 650 | 2,53 | 384 | 2,68 | ||||
| 2025-08-13 | 13F | Copley Financial Group, Inc. | 39 864 | −7,17 | 1 999 | −7,16 | ||||
| 2025-07-28 | 13F | Deroy & Devereaux Private Investment Counsel Inc | 6 000 | 0,00 | 0 | |||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 580 333 | −43,75 | 29 098 | −43,73 | ||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 615 | −98,85 | 31 | −98,88 | ||||
| 2025-07-09 | 13F | Reyes Financial Architecture, Inc. | 388 | 0,00 | 19 | 0,00 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 32 563 | −23,66 | 1 633 | −23,63 | ||||
| 2025-03-21 | 13F | Prostatis Group LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 4 600 | 231 | ||||||
| 2025-08-08 | 13F | Collaborative Wealth Managment Inc. | 13 137 | −24,31 | 659 | −24,28 | ||||
| 2025-08-14 | 13F | Intrepid Family Office Llc | 20 000 | −42,86 | 1 003 | −42,87 | ||||
| 2025-07-16 | 13F | Octavia Wealth Advisors, LLC | 18 424 | −11,19 | 924 | −11,16 | ||||
| 2025-07-29 | 13F | Mattson Financial Services, LLC | 30 289 | −9,34 | 1 519 | −9,32 | ||||
| 2025-08-04 | 13F | 4J Wealth Management LLC | 9 081 | 0,00 | 455 | 0,00 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 67 748 | −12,18 | 3 397 | −12,16 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 49 519 | 95,84 | 2 482 | 95,90 | ||||
| 2025-07-15 | 13F | Pitti Group Wealth Management, LLC | 23 836 | 3,24 | 1 195 | 3,28 | ||||
| 2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 18 243 | 63,94 | 915 | 64,09 | ||||
| 2025-08-13 | 13F | Advocacy Wealth Management Services, LLC | 120 833 | 17,84 | 6 059 | 17,88 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 133 971 | 1,02 | 6 717 | 1,07 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 4 223 | 212 | ||||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 5 661 | 13,97 | 284 | 13,65 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 10 878 | −1,81 | 545 | −1,80 | ||||
| 2025-04-22 | 13F | Bright Futures Wealth Management, LLC. | 11 079 | −11,71 | 554 | −11,94 | ||||
| 2025-05-13 | 13F | Watts Gwilliam & Co., LLC | 10 094 | 11,56 | 506 | 11,48 | ||||
| 2025-08-12 | 13F | Cutter & CO Brokerage, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 104 518 | 465,54 | 5 241 | 465,87 | ||||
| 2025-08-11 | 13F | Tidemark, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Main Management LLC | 3 652 | 0,00 | 0 | |||||
| 2025-08-13 | 13F | Virtue Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Morgan Stanley | 4 052 467 | 2,93 | 203 191 | 2,97 | ||||
| 2025-07-17 | 13F | KWB Wealth | 8 387 | 1,21 | 420 | 1,20 | ||||
| 2025-07-09 | 13F | Keystone Wealth Services, LLC | 13 387 | 671 | ||||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 7 604 | −19,46 | 0 | |||||
| 2025-08-07 | 13F | Guidance Capital, Inc | 200 287 | 1,20 | 10 052 | 1,38 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 2 638 | 0,50 | 132 | 0,76 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 36 | 0,00 | 2 | 0,00 | ||||
| 2025-08-13 | 13F | BlackDiamond Wealth Management Inc. | 9 028 | 1,94 | 453 | 1,80 | ||||
| 2025-07-15 | 13F | Beacon Investment Advisory Services, Inc. | 77 854 | −12,66 | 3 904 | −12,63 | ||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 23 292 | −7,66 | 1 168 | −7,67 | ||||
| 2025-07-09 | 13F | Triumph Capital Management | 9 536 | −41,70 | 478 | −41,64 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 29 698 | 438,50 | 1 489 | 439,49 | ||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 6 659 | −0,34 | 334 | −0,30 | ||||
| 2025-08-12 | 13F | Twin Focus Capital Partners, Llc | 10 980 | 0,00 | 551 | 0,00 | ||||
| 2025-08-12 | 13F | Boreal Capital Management LLC | 0 | 251 | ||||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 4 490 | 0,22 | 0 | |||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 2 238 | 1 422,45 | 112 | 1 500,00 | ||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 61 | −42,45 | 3 | −40,00 | ||||
| 2025-08-05 | 13F | Astra Wealth Partners LLC | 15 300 | 767 | ||||||
| 2025-07-17 | 13F | Patton Albertson Miller Group, Llc | 9 557 | 7,12 | 479 | 7,16 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 19 154 | −2,21 | 960 | −2,14 | ||||
| 2025-08-04 | 13F | AMG National Trust Bank | 4 000 | 0,00 | 201 | 0,00 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 158 394 | 0,29 | 7 942 | 0,32 | ||||
| 2025-05-07 | 13F | Nottingham Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-01 | 13F | Private Client Services, Llc | 10 342 | 14,44 | 519 | 14,60 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 360 | −80,67 | 18 | −80,43 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 25 119 | 170,07 | 1 259 | 170,17 | ||||
| 2025-07-09 | 13F | Westbourne Investments, Inc. | 9 200 | −2,13 | 461 | −2,12 | ||||
| 2025-07-23 | 13F | Detalus Advisors, LLC | 4 200 | 0,00 | 211 | 0,00 | ||||
| 2025-08-11 | 13F | Beta Wealth Group, Inc. | 6 518 | 59,75 | 327 | 59,80 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 71 024 | 22,63 | 3 561 | 22,67 | ||||
| 2025-07-08 | 13F | Paladin Wealth, LLC | 23 830 | −5,42 | 1 195 | −5,39 | ||||
| 2025-07-11 | 13F | Weatherly Asset Management L. P. | 18 670 | 0,40 | 936 | 0,54 | ||||
| 2025-07-14 | 13F | Legacy Capital Group California, Inc. | 4 774 | −7,48 | 239 | −7,36 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 35 847 | 20,55 | 1 797 | 20,60 | ||||
| 2025-08-12 | 13F | NFP Retirement, Inc. | 12 755 | −6,93 | 640 | −6,85 | ||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | 1 North Wealth Services Llc | 148 870 | 0,49 | 7 464 | 0,54 | ||||
| 2025-08-14 | 13F | Foronjy Financial Llc | 179 320 | 8 991 | ||||||
| 2025-05-15 | 13F | Eight 31 Financial Llc | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 17 255 | 0,00 | 865 | 0,12 | ||||
| 2025-07-18 | 13F | Astor Investment Management LLC | 42 | 2 | ||||||
| 2025-05-07 | 13F | Spectrum Wealth Counsel, LLC | 268 | 0,00 | 13 | 0,00 | ||||
| 2025-07-24 | 13F | Wealthstar Advisors, Llc | 32 990 | −0,29 | 1 654 | −0,24 | ||||
| 2025-07-30 | 13F | Drive Wealth Management, Llc | 158 056 | −7,17 | 7 925 | −7,14 | ||||
| 2025-08-14 | 13F | Napa Wealth Management | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 35 143 | −8,78 | 1 762 | −8,70 | ||||
| 2025-04-15 | 13F | Collier Financial | 1 430 | 0,00 | 72 | 0,00 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 18 343 | −5,77 | 920 | −5,74 | ||||
| 2025-07-17 | 13F | Farmers & Merchants Trust Co of Long Beach | 17 439 | −0,06 | 874 | 0,00 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 6 397 | −51,50 | 321 | −51,59 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 606 | −14,04 | 30 | −14,29 | ||||
| 2025-07-15 | 13F | Colonial River Wealth Management, LLC | 50 884 | 0,43 | 2 554 | 0,55 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 120 670 | −12,45 | 6 050 | −12,41 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 5 151 | −0,33 | 258 | 0,00 | ||||
| 2025-07-08 | 13F | Atwood & Palmer Inc | 2 750 | −27,63 | 138 | −27,89 | ||||
| 2025-08-14 | 13F | TT Capital Management LLC | 32 493 | 1 629 | ||||||
| 2025-07-15 | 13F | Legacy Solutions, Llc | 30 137 | −0,90 | 1 511 | −0,85 | ||||
| 2025-08-08 | 13F | Petix & Botte Co | 14 171 | −9,69 | 711 | −9,67 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 8 677 | 0,23 | 435 | 0,46 | ||||
| 2025-07-10 | 13F | YHB Investment Advisors, Inc. | 21 370 | 9,20 | 1 071 | 9,29 | ||||
| 2025-05-15 | 13F | Ashton Thomas Securities, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 87 537 | −16,25 | 4 | −20,00 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 29 346 | 2,09 | 1 471 | 2,15 | ||||
| 2025-08-04 | 13F | Impact Partnership Wealth, LLC | 12 050 | 604 | ||||||
| 2025-08-15 | 13F | Asset Allocation Strategies LLC | 0 | −100,00 | 0 | |||||
| 2025-04-29 | 13F | Hm Payson & Co | 1 000 | 0,00 | 50 | 0,00 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-13 | 13F | Leslie Global Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 122 | −12,86 | 6 | −14,29 | ||||
| 2025-08-06 | 13F | Sage Advisory Services, Ltd.Co. | 50 734 | −0,14 | 2 544 | −0,08 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 202 747 | 2 763,25 | 10 166 | 2 771,47 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 4 096 067 | 9,37 | 205 377 | 9,41 | ||||
| 2025-08-13 | 13F | Pinkerton Retirement Specialists, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Insight Advisors, LLC/ PA | 5 851 | 0,00 | 293 | 0,00 | ||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 10 000 | −27,01 | 501 | −26,97 | ||||
| 2025-04-15 | 13F | EdgeRock Capital LLC | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Truist Financial Corp | 108 999 | 7,52 | 5 465 | 7,58 | ||||
| 2025-07-25 | 13F | Northwest Capital Management Inc | 700 | 0,00 | 35 | 0,00 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 260 816 | 12,05 | 13 077 | 12,09 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 41 202 | 0,00 | 2 065 | 0,05 | ||||
| 2025-07-25 | 13F | Wealth Advisory Team LLC | 7 079 | 355 | ||||||
| 2025-07-22 | 13F | Warwick Investment Management, Inc. | 40 888 | 2 050 | ||||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 353 424 | 1,18 | 17 721 | 1,22 | ||||
| 2025-04-22 | 13F | Castleview Partners, Llc | 0 | −100,00 | 0 | |||||
| 2025-04-16 | 13F | New Century Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Sterling Financial Group, Inc. | 117 212 | 3,88 | 5 877 | 3,91 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 186 440 | 37,23 | 9 348 | 37,29 | ||||
| 2025-07-08 | 13F | Gradient Investments LLC | 1 452 667 | −2,46 | 72 837 | −2,43 | ||||
| 2025-07-16 | 13F | Spirepoint Private Client, Llc | 17 350 | 870 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 232 003 | −81,82 | 12 | −82,54 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 12 193 | −9,01 | 611 | −8,94 | ||||
| 2025-08-13 | 13F | Avestar Capital, LLC | 176 927 | −31,18 | 8 871 | −31,15 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 84 | 0,00 | 4 | 0,00 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 5 453 | 273 | ||||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 44 424 | −4,82 | 2 227 | −4,79 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 16 700 | 212,21 | 837 | 212,31 | ||||
| 2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | First Merchants Corp | 280 884 | −2,19 | 14 084 | −2,15 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 76 694 | 3 845 | ||||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 899 | 45 | ||||||
| 2025-07-11 | 13F | Ridgeline Wealth, LLC | 6 289 | −33,08 | 315 | −33,12 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 295 645 | 247,59 | 15 | 250,00 | ||||
| 2025-07-23 | 13F | Capstone Wealth Management Group, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 5 286 | −21,43 | 265 | −21,36 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 372 | −2,87 | 19 | −5,26 | ||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 58 | 1,75 | 3 | 0,00 | ||||
| 2025-07-21 | 13F | Mirae Asset Global Investments Co., Ltd. | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Retirement Capital Strategies | 118 909 | 114,34 | 5 962 | 114,46 | ||||
| 2025-07-07 | 13F | TruWealth Advisors, LLC | 76 376 | 9,75 | 3 830 | 9,81 | ||||
| 2025-07-28 | 13F | Duncker Streett & Co Inc | 50 309 | −0,10 | 2 522 | −0,04 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 1 015 | 206,65 | 51 | 212,50 | ||||
| 2025-08-14 | 13F | Fmr Llc | 5 | 400,00 | 0 | |||||
| 2025-09-10 | 13F | WT Wealth Management | 16 465 | 4,47 | 826 | 4,56 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 303 918 | 3,71 | 15 238 | 3,75 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 70 327 | 14,05 | 3 526 | 14,11 | ||||
| 2025-08-01 | 13F | Chilton Capital Management Llc | 1 000 | −48,43 | 50 | −48,45 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 434 | −0,23 | 22 | 0,00 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 9 249 | 0,00 | 464 | 0,00 | ||||
| 2025-08-13 | 13F | Invesco Ltd. | 43 475 | 2 180 | ||||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 30 336 | −64,33 | 1 521 | −64,31 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 167 | 8 | ||||||
| 2025-08-08 | 13F | Condor Capital Management | 10 868 | 1,12 | 545 | 1,12 | ||||
| 2025-08-14 | 13F | Redwood Financial Network Corp | 9 854 | 10,01 | 494 | 10,27 | ||||
| 2025-05-14 | 13F | Oarsman Capital, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 197 538 | 635,49 | 9 905 | 635,81 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 16 455 | −1,88 | 825 | −1,79 | ||||
| 2025-04-15 | 13F | Noble Wealth Management PBC | 11 629 | −43,03 | 583 | −43,05 | ||||
| 2025-08-11 | 13F | Foundation Wealth Management, LLC\PA | 4 840 | 0,00 | 243 | 0,00 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 6 138 | −6,75 | 308 | −6,69 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Prelude Capital Management, Llc | 13 490 | 676 | ||||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 6 150 | 308 | ||||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 4 439 | −28,08 | 223 | −28,16 | ||||
| 2025-07-18 | 13F | Parsons Capital Management Inc/ri | 20 888 | 223,24 | 1 047 | 224,15 | ||||
| 2025-07-18 | 13F | Institute for Wealth Management, LLC. | 14 506 | 10,72 | 727 | 10,82 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 849 | −18,13 | 43 | −17,65 | ||||
| 2025-07-31 | 13F | B & T Capital Management DBA Alpha Capital Management | 4 000 | −77,53 | 201 | −77,58 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 528 575 | −0,78 | 27 | 0,00 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 4 000 | 201 | ||||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 53 180 | −13,39 | 2 666 | −13,36 | ||||
| 2025-05-15 | 13F | National Wealth Management Group, LLC | 10 110 | −83,75 | 507 | −83,77 | ||||
| 2025-07-16 | 13F | Maridea Wealth Management LLC | 6 297 | 316 | ||||||
| 2025-07-30 | 13F | Capital Wealth Alliance, LLC | 25 729 | −6,65 | 1 290 | −6,59 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 3 819 093 | 15,11 | 191 489 | 15,15 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 4 354 | −98,87 | 218 | −98,87 | ||||
| 2025-08-11 | 13F | Lake Street Financial Llc | 73 590 | 125,84 | 3 690 | 125,90 | ||||
| 2025-07-17 | 13F | Greenleaf Trust | 377 964 | −12,68 | 18 951 | −12,64 | ||||
| 2025-07-23 | 13F | High Note Wealth, LLC | 1 | 0,00 | 0 | |||||
| 2025-07-17 | 13F | Wagner Wealth Management, Llc | 13 034 | 2,12 | 654 | 2,19 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 208 | 10 | ||||||
| 2025-08-07 | 13F | Montag A & Associates Inc | 20 853 | −22,63 | 1 046 | −22,59 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 13 257 | 665 | ||||||
| 2025-07-15 | 13F | SJS Investment Consulting Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 51 699 | 226,77 | 3 | |||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 910 918 | 16,72 | 45 673 | 16,77 | ||||
| 2025-07-14 | 13F | Cathy Pareto & Associates, Inc | 38 113 | 2,22 | 1 911 | 2,30 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 57 464 | −0,67 | 2 881 | −0,59 | ||||
| 2025-08-14 | 13F | Transamerica Financial Advisors, Inc. | 9 | 0,00 | 0 | |||||
| 2025-07-17 | 13F | Johnson Bixby & Associates, LLC | 321 577 | 1,86 | 16 124 | 1,90 | ||||
| 2025-07-25 | 13F | Endowment Wealth Management, Inc. | 35 285 | 11,79 | 1 769 | 11,89 | ||||
| 2025-07-25 | 13F | Sovereign Financial Group, Inc. | 39 665 | −5,81 | 1 989 | −5,78 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 23 478 | −1,98 | 1 177 | −1,92 | ||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 176 798 | 3,29 | 8 865 | 3,32 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 134 235 | 139,97 | 6 727 | 140,21 | ||||
| 2025-07-28 | 13F | CGC Financial Services, LLC | 11 969 | −0,21 | 600 | −0,17 | ||||
| 2025-08-11 | 13F | Wbi Investments, Inc. | 16 506 | 136,51 | 828 | 136,96 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 6 060 | 7,14 | 304 | 7,07 | ||||
| 2025-07-23 | 13F | Heck Capital Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 23 292 | −64,88 | 1 168 | −64,91 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 5 411 | 4,82 | 271 | 5,04 | ||||
| 2025-07-29 | 13F | Crux Wealth Advisors | 9 640 | 1,18 | 483 | 1,26 | ||||
| 2025-08-08 | 13F | Creative Planning | 168 035 | −5,42 | 8 425 | −5,38 | ||||
| 2025-08-14 | 13F | Dividend Asset Capital, Llc | 4 232 | 0,00 | 212 | 0,00 | ||||
| 2025-07-23 | 13F | Triasima Portfolio Management inc. | 7 985 | 400 | ||||||
| 2025-08-13 | 13F | Daner Wealth Management, LLC | 108 107 | 9,03 | 5 433 | 9,38 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 1 755 | 0,00 | 88 | 0,00 | ||||
| 2025-08-14 | 13F | Matrix Private Capital Group Llc | 1 370 | 0,00 | 69 | 0,00 | ||||
| 2025-08-15 | 13F | Brown Financial Advisors | 79 933 | −17,48 | 4 008 | −17,47 | ||||
| 2025-07-17 | 13F | TBH Global Asset Management, LLC | 63 116 | −2,31 | 3 165 | −2,29 | ||||
| 2025-05-07 | 13F | Sheaff Brock Investment Advisors, LLC | 17 500 | 877 | ||||||
| 2025-07-15 | 13F | Regatta Capital Group, Llc | 35 077 | −8,08 | 1 759 | −8,05 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 6 273 | −0,37 | 315 | −0,32 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 448 025 | 17,98 | 22 464 | 18,03 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 72 186 | 4,66 | 3 619 | 4,69 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 21 757 | 6,27 | 1 091 | 6,24 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 4 580 | −13,58 | 230 | −13,58 | ||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 23 311 | 45,59 | 1 169 | 45,64 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 14 159 | 0,00 | 710 | 0,00 | ||||
| 2025-07-31 | 13F | Peterson Wealth Services | 4 468 | −59,78 | 224 | −59,71 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 723 610 | 47,23 | 36 283 | 47,28 | ||||
| 2025-05-15 | 13F | Concorde Asset Management, LLC | 3 996 | 200 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 5 631 | −29,75 | 282 | −29,68 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 21 085 | −4,43 | 1 057 | −4,34 | ||||
| 2025-07-07 | 13F | Capital Asset Advisory Services LLC | 804 106 | 11,04 | 40 326 | 11,11 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 21 194 | 4,39 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 2 257 | 2,54 | 113 | 2,73 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Transce3nd, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Transcendent Capital Group LLC | 17 731 | −58,03 | 889 | −58,01 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 606 999 | 64,84 | 30 435 | 64,91 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 6 752 | 339 | ||||||
| 2025-08-06 | 13F | ETF Store, Inc. | 21 560 | 3,25 | 1 081 | 3,35 | ||||
| 2025-08-07 | 13F | Commerce Bank | 6 200 | 0,00 | 311 | 0,00 | ||||
| 2025-04-09 | 13F | McNaughton Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 10 588 | 531 | ||||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 13 714 | 0,32 | 687 | 0,29 | ||||
| 2025-05-29 | NP | TFAZX - TFA Tactical Income Fund Class I | 6 500 | −25,29 | 326 | −25,29 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 14 773 | 18,10 | 741 | 18,21 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 35 566 | −30,84 | 1 783 | −30,81 | ||||
| 2025-07-09 | 13F | Catalyst Private Wealth, Llc | 16 004 | 0,00 | 802 | 0,00 | ||||
| 2025-08-12 | 13F | NWF Advisory Services Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Comerica Bank | 15 414 | 60,71 | 773 | 60,83 | ||||
| 2025-08-14 | 13F | Toroso Investments, LLC | 10 035 | 503 | ||||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 6 581 | 19,35 | 330 | 19,20 | ||||
| 2025-08-13 | 13F | Financial & Tax Architects, LLC | 11 513 | 26,17 | 577 | 26,26 | ||||
| 2025-08-27 | 13F | Barnes Wealth Management Group, Inc | 40 695 | 4,50 | 2 040 | 4,56 | ||||
| 2025-08-14 | 13F | Amussen Hunsaker Associates Llc | 0 | −100,00 | 0 | |||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 268 | 1,13 | 13 | 0,00 | ||||
| 2025-08-04 | 13F | Pinnacle Associates Ltd | 6 846 | 33,66 | 343 | 33,98 | ||||
| 2025-08-06 | 13F | ZEGA Investments, LLC | 67 643 | 4,97 | 3 392 | 5,02 | ||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Strait & Sound Wealth Management LLC | 42 588 | 76,09 | 2 135 | 76,16 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 2 428 | −22,38 | 122 | −22,44 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 6 088 | 0,13 | 305 | 0,33 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 929 019 | 21,76 | 46 581 | 21,81 | ||||
| 2025-07-31 | 13F | Jackson Hole Capital Partners, LLC | 12 219 | 0,00 | 613 | 0,00 | ||||
| 2025-05-07 | 13F | Financially Speaking Inc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Stifel Financial Corp | 221 144 | 6,76 | 11 088 | 6,81 | ||||
| 2025-04-16 | 13F | Wealth Enhancement Advisory Services, Llc | 0 | −100,00 | 0 | |||||
| 2025-04-16 | 13F | IAG Wealth Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Lionsbridge Wealth Management LLC | 29 034 | −5,42 | 1 456 | −5,40 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 7 107 | 1,05 | 356 | 1,14 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 1 560 270 | 35,25 | 78 232 | 35,31 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 7 361 | 369 | ||||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 4 366 | 0 | ||||||
| 2025-04-18 | 13F | Pacific Capital Wealth Advisors, Inc | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Great Lakes Retirement, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Atria Investments Llc | 21 497 | 1 078 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 110 041 | −11,79 | 6 | −16,67 | ||||
| 2025-08-14 | 13F | Brinker Capital Investments, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 201 | −77,69 | 10 | −77,78 | ||||
| 2025-07-31 | 13F | GenTrust, LLC | 30 779 | 1 543 | ||||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 625 | 88,25 | 31 | 93,75 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 1 594 | 0,06 | 80 | 0,00 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 13 446 | 61,47 | 674 | 61,63 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 61 233 | 13,75 | 3 070 | 13,83 | ||||
| 2025-07-30 | 13F | Bleakley Financial Group, LLC | 83 493 | −10,90 | 4 186 | −10,86 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 16 875 | 5,47 | 846 | 5,62 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 46 171 | −47,46 | 2 315 | −47,43 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 10 | 0,00 | 1 | |||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 360 | 0,00 | 18 | 0,00 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 31 887 | 59,87 | 1 599 | 59,96 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 4 583 | −47,83 | 230 | −47,95 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 4 515 | 0,13 | 226 | 0,44 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 33 192 | 2 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 64 828 | 67,44 | 3 250 | 67,53 | ||||
| 2025-08-06 | 13F | Financial Advisory Corp /ut/ /adv | 11 406 | 1,61 | 1 | |||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 8 837 | 49,91 | 443 | 50,17 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 15 335 | 19,66 | 769 | 19,63 | ||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 114 659 | −9,28 | 6 | −16,67 | ||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 23 521 | −6,94 | 1 179 | −6,87 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 967 552 | 5,50 | 48 513 | 5,54 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 4 700 | 5,62 | 236 | 5,83 | ||||
| 2025-09-11 | 13F | Milestones Private Investment Advisors LLC | 10 138 | 508 |
Other Listings
| GB:0A12 |
