Grundläggande statistik
| Institutionella ägare | 185 total, 185 long only, 0 short only, 0 long/short - change of 12,12% MRQ |
| Genomsnittlig portföljallokering | 0.2029 % - change of 52,47% MRQ |
| Institutionella aktier (lång) | 6 732 206 (ex 13D/G) - change of 0,85MM shares 14,47% MRQ |
| Institutionellt värde (lång) | $ 716 759 USD ($1000) |
Institutionellt ägande och aktieägare
Invesco Exchange-Traded Fund Trust - Invesco Large Cap Growth ETF (US:PWB) har 185 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 6,732,206 aktier. Största aktieägare inkluderar LPL Financial LLC, Morgan Stanley, Bank Of America Corp /de/, Raymond James Financial Inc, Cambridge Investment Research Advisors, Inc., UBS Group AG, Wharton Business Group, LLC, Garden State Investment Advisory Services LLC, Royal Bank Of Canada, and Wells Fargo & Company/mn .
Invesco Exchange-Traded Fund Trust - Invesco Large Cap Growth ETF (ARCA:PWB) 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 12, 2025 is 122,68 / share. Previously, on September 16, 2024, the share price was 96,40 / share. This represents an increase of 27,25% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 1 241 | −3,87 | 146 | 17,89 | ||||
| 2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 2 593 | −52,44 | 305 | −45,13 | ||||
| 2025-07-25 | 13F | Investment Advisory Group, LLC | 2 300 | 0,00 | 270 | 22,73 | ||||
| 2025-07-15 | 13F | Bfsg, Llc | 1 900 | 0,00 | 223 | 22,53 | ||||
| 2025-07-14 | 13F | Ridgewood Investments LLC | 712 | 0,00 | 84 | 22,06 | ||||
| 2025-08-14 | 13F | Comerica Bank | 16 242 | −3,85 | 1 907 | 17,57 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 467 554 | −0,55 | 54 910 | 21,61 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 47 778 | 84,41 | 5 611 | 125,48 | ||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 1 090 | 0,00 | 128 | 23,08 | ||||
| 2025-07-23 | 13F | Schrum Private Wealth Management LLC | 3 050 | 0,00 | 358 | 22,60 | ||||
| 2025-05-02 | 13F | First Command Advisory Services, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 12 293 | −6,17 | 1 444 | 14,71 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 19 954 | 86,35 | 2 343 | 127,92 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 3 922 | −0,76 | 461 | 21,37 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 3 108 | 69,28 | 365 | 107,39 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 4 072 | 37,47 | 478 | 68,31 | ||||
| 2025-08-14 | 13F | Paragon Private Wealth Management, LLC | 2 911 | 0,00 | 342 | 22,22 | ||||
| 2025-07-24 | 13F | Eastern Bank | 1 000 | 0,00 | 117 | 21,88 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 50 107 | 5 885 | ||||||
| 2025-07-17 | 13F | Covenant Asset Management, LLC | 6 034 | −0,05 | 709 | 22,28 | ||||
| 2025-07-29 | 13F | Elevation Capital Advisory, LLC | 76 541 | 8 989 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 90 519 | 0,39 | 10 631 | 22,76 | ||||
| 2025-07-21 | 13F | Exchange Capital Management, Inc. | 2 532 | 0,00 | 297 | 22,22 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 82 | 0,00 | 10 | 28,57 | ||||
| 2025-07-14 | 13F | Bank & Trust Co | 144 | 0,00 | 17 | 23,08 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 1 064 889 | 20,40 | 125 061 | 47,23 | ||||
| 2025-08-13 | 13F | Maia Wealth LLC | 3 448 | 28,18 | 405 | 59,68 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 2 384 | −2,17 | 280 | 19,74 | ||||
| 2025-08-04 | 13F | Keybank National Association/oh | 9 930 | 0,00 | 1 166 | 22,35 | ||||
| 2025-08-12 | 13F | Bokf, Na | 500 | 0,00 | 59 | 20,83 | ||||
| 2025-08-14 | 13F | JPL Wealth Management, LLC | 39 516 | −0,04 | 4 641 | 22,23 | ||||
| 2025-08-11 | 13F | Forge Financial Services LLC | 39 741 | −0,05 | 4 640 | 21,47 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 24 201 | −29,60 | 2 842 | −13,90 | ||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 5 921 | 695 | ||||||
| 2025-07-24 | 13F | Blair William & Co/il | 3 713 | 0,00 | 436 | 22,47 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 4 083 | −1,61 | 480 | 20,35 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 20 217 | 0,00 | 2 374 | 22,31 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 2 765 | 0,00 | 325 | 15,30 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 4 220 | −33,56 | 496 | −18,85 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 2 295 | −8,35 | 270 | 12,08 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 2 295 | 80,00 | 270 | 118,70 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 49 788 | −2,01 | 5 847 | 19,84 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 17 082 | 345,66 | 2 006 | 445,11 | ||||
| 2025-08-14 | 13F | Garden State Investment Advisory Services LLC | 154 234 | 61,39 | 18 113 | 97,37 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 2 307 | 0,00 | 271 | 22,17 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 131 399 | −2,42 | 15 431 | 19,32 | ||||
| 2025-08-08 | 13F | Evolution Wealth Advisors, LLC | 5 000 | 0,00 | 587 | 22,29 | ||||
| 2025-08-14 | 13F | Wharton Business Group, LLC | 168 139 | 0,19 | 19 | 18,75 | ||||
| 2025-07-08 | 13F | IAM Advisory, LLC | 3 084 | 0,00 | 362 | 22,30 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 81 174 | 82,82 | 9 533 | 123,57 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 3 380 | 0,00 | 397 | 22,22 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 9 800 | −0,49 | 1 151 | 21,82 | ||||
| 2025-09-04 | 13F | Beacon Capital Management, Inc. | 288 | 34 | ||||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 14 481 | −0,60 | 1 701 | 21,52 | ||||
| 2025-08-26 | 13F | Claris Financial LLC | 5 620 | −0,88 | 660 | 14,58 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 24 | 3 | ||||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 8 724 | 13,74 | 1 025 | 39,13 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 3 105 | 10,15 | 365 | 34,81 | ||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 3 512 | 412 | ||||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 2 277 | 0,00 | 267 | 36,22 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 5 145 | 3,69 | 604 | 26,89 | ||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 15 844 | 0,00 | 1 886 | 23,93 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 6 270 | 0,00 | 736 | 22,26 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 2 052 | 102 500,00 | 238 | |||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 8 600 | 0,00 | 1 010 | 22,30 | ||||
| 2025-08-13 | 13F | Balanced Wealth Group Llc | 17 442 | −0,97 | 2 075 | 22,65 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 9 914 | 56,00 | 1 164 | 90,82 | ||||
| 2025-08-05 | 13F | Integrity Financial Corp /WA | 53 | 0,00 | 6 | 20,00 | ||||
| 2025-07-31 | 13F | Carrera Capital Advisors | 3 200 | 0,00 | 376 | 22,15 | ||||
| 2025-07-11 | 13F | Eagle Bay Advisors LLC | 3 301 | 0,00 | 388 | 22,08 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 2 321 | 72,57 | 273 | 110,85 | ||||
| 2025-08-12 | 13F | NFP Retirement, Inc. | 12 515 | 0,00 | 1 470 | 22,31 | ||||
| 2025-08-14 | 13F | Win Advisors, Inc | 121 061 | 155,60 | 14 217 | 212,60 | ||||
| 2025-07-15 | 13F | Traction Financial Partners, LLC | 3 553 | 0,00 | 417 | 22,29 | ||||
| 2025-08-14 | 13F | UBS Group AG | 201 075 | −0,92 | 23 614 | 21,16 | ||||
| 2025-08-06 | 13F | Ethos Financial Group, LLC | 64 815 | 7 612 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 108 053 | 2,01 | 12 690 | 24,74 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 4 031 | 0,00 | 473 | 22,22 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 4 791 | 7,54 | 563 | 31,62 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 1 008 | 0,00 | 118 | 22,92 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 79 243 | 5,36 | 9 306 | 28,84 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 8 705 | 0,00 | 1 022 | 22,25 | ||||
| 2025-08-04 | 13F | Horizon Wealth Management, LLC | 1 775 | 208 | ||||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 29 090 | 31,49 | 3 416 | 60,83 | ||||
| 2025-08-11 | 13F | Advisor Resource Council | 3 512 | 412 | ||||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 49 400 | −3,26 | 5 801 | 18,29 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 3 541 | 416 | ||||||
| 2025-07-15 | 13F | Verum Partners LLC | 2 318 | 0,00 | 272 | 22,52 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 97 623 | −4,35 | 11 465 | 16,97 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 87 869 | 0,40 | 10 319 | 22,77 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 49 539 | 36,77 | 5 741 | 65,30 | ||||
| 2025-08-01 | 13F | Capital Investment Counsel, LLC | 92 290 | −2,75 | 10 839 | 18,93 | ||||
| 2025-05-09 | 13F | Horizon Family Wealth, Inc. | 0 | −100,00 | 0 | |||||
| 2025-05-02 | 13F | Sigma Planning Corp | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Hoey Investments, Inc | 7 | 0,00 | 1 | |||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 10 587 | 2,76 | 1 243 | 25,68 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 6 317 | −6,44 | 742 | 14,35 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 66 037 | −0,43 | 8 | 16,67 | ||||
| 2025-04-15 | 13F | Noble Wealth Management PBC | 45 | 0,00 | 4 | 0,00 | ||||
| 2025-08-13 | 13F | Tobias Financial Advisors, Inc. | 20 624 | 0,00 | 2 422 | 22,32 | ||||
| 2025-07-16 | 13F | PFS Partners, LLC | 650 | 0,00 | 76 | 22,58 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 2 320 | 0,00 | 272 | 22,52 | ||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 4 000 | 0,00 | 470 | 15,52 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 686 | 44,12 | 81 | 77,78 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 38 | 0,00 | 4 | 33,33 | ||||
| 2025-08-06 | 13F | Chancellor Financial Group WB LP | 2 106 | 0,00 | 247 | 22,28 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 2 718 | −13,63 | 320 | 5,63 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 6 921 | −20,65 | 813 | −2,99 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 48 759 | 0,19 | 5 726 | 22,53 | ||||
| 2025-08-07 | 13F | Strategy Asset Managers Llc | 7 048 | 0,00 | 828 | 22,34 | ||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 12 081 | 0,00 | 1 | 0,00 | ||||
| 2025-07-16 | 13F | Dakota Wealth Management | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Strategic Family Wealth Counselors, L.L.C. | 3 040 | −2,53 | 357 | 19,40 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 121 737 | 8,66 | 14 297 | 32,87 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 2 712 | 318 | ||||||
| 2025-07-07 | 13F | Investors Research Corp | 11 952 | 10,38 | 1 404 | 35,03 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 10 425 | 0,97 | 1 224 | 23,51 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 1 979 | 232 | ||||||
| 2025-08-14 | 13F | Harmony Asset Management Llc | 6 846 | −1,91 | 804 | 20,00 | ||||
| 2025-07-28 | 13F | Rosenberg Matthew Hamilton | 1 012 | 0,00 | 119 | 21,65 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 0 | −100,00 | 0 | |||||
| 2025-07-07 | 13F | Centurion Wealth Management LLC | 2 304 | 0,00 | 271 | 15,38 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 102 512 | −19,14 | 12 039 | −1,12 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 1 972 | 232 | ||||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 92 304 | −1,08 | 10 840 | 20,97 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 2 898 | 1,36 | 340 | 24,09 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 250 391 | −4,12 | 29 | 16,00 | ||||
| 2025-08-14 | 13F | Blue Capital, Inc. | 11 115 | 53,86 | 1 305 | 77,79 | ||||
| 2025-07-08 | 13F | Prism Advisors, Inc. | 26 918 | 29,35 | 3 161 | 58,21 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 95 334 | −5,25 | 11 | 22,22 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 45 | 5 | ||||||
| 2025-07-11 | 13F | Caldwell Securities, Inc | 1 900 | 0,00 | 223 | 22,53 | ||||
| 2025-05-15 | 13F | National Wealth Management Group, LLC | 2 608 | −0,91 | 250 | −6,37 | ||||
| 2025-07-18 | 13F | Institute for Wealth Management, LLC. | 31 710 | −0,52 | 3 724 | 21,66 | ||||
| 2025-08-13 | 13F | Kayne Anderson Rudnick Investment Management Llc | 110 | 0,00 | 13 | 20,00 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 12 330 | 0,00 | 1 448 | 22,30 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 4 | 0 | ||||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 8 877 | 1 043 | ||||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Summit Financial, LLC | 2 524 | −43,74 | 296 | −31,16 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 1 570 | −2,97 | 0 | |||||
| 2025-08-14 | 13F | GWM Advisors LLC | 258 | 0,00 | 30 | 25,00 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 88 329 | 47,27 | 10 422 | 80,92 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 1 485 | 0,00 | 174 | 22,54 | ||||
| 2025-08-11 | 13F | Mill Creek Capital Advisors, LLC | 45 920 | 0,00 | 5 393 | 22,27 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 13 885 | 102,94 | 1 631 | 148,10 | ||||
| 2025-08-05 | 13F | HFG Advisors, Inc. | 3 850 | 0,00 | 452 | 22,49 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 8 095 | 951 | ||||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 36 515 | 0,52 | 4 299 | 14,55 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 6 550 | 0,00 | 769 | 22,26 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 500 | 0,00 | 59 | 20,83 | ||||
| 2025-08-01 | 13F | GoalVest Advisory LLC | 866 | 0,00 | 102 | 21,69 | ||||
| 2025-05-09 | 13F | GeoWealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 7 538 | 885 | ||||||
| 2025-08-14 | 13F | Fmr Llc | 20 215 | 1,83 | 2 374 | 24,55 | ||||
| 2025-07-17 | 13F | Hanson & Doremus Investment Management | 158 | 0,00 | 0 | |||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 40 154 | −16,77 | 4 716 | 1,77 | ||||
| 2025-05-13 | 13F | Philadelphia Trust Co | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 8 | 1 | ||||||
| 2025-07-23 | 13F | Armbruster Capital Management, Inc. | 6 370 | 0,00 | 748 | 22,42 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 2 993 | 0,00 | 351 | 22,30 | ||||
| 2025-08-08 | 13F | Creative Planning | 7 445 | 2,55 | 874 | 25,39 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 1 215 | 0,00 | 143 | 15,45 | ||||
| 2025-08-14 | 13F | Bbr Partners, Llc | 1 775 | 208 | ||||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 7 273 | −3,64 | 854 | 17,96 | ||||
| 2025-07-11 | 13F | Ullmann Financial Group, Inc. | 22 022 | 0,00 | 2 586 | 22,33 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 46 361 | 1 255,19 | 5 445 | 1 559,76 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 14 375 | −5,96 | 1 688 | 14,99 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 75 958 | −1,77 | 8 921 | 20,12 | ||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 6 442 | 0,00 | 619 | −5,65 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 4 196 | 22,62 | 493 | 50,00 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 6 016 | 707 | ||||||
| 2025-08-12 | 13F | MAI Capital Management | 1 929 | 0,00 | 227 | 22,16 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 602 | 0,00 | 71 | 22,81 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 2 053 | 241 | ||||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 2 277 | 267 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 838 929 | 8,52 | 98 524 | 32,71 | ||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 5 105 | 2,51 | 600 | 25,31 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 959 | 396,89 | 113 | 522,22 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 6 442 | 757 | ||||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 350 | 0,00 | 41 | 24,24 | ||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 29 300 | 3 441 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 29 804 | 105,43 | 4 | 200,00 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 3 750 | 0,54 | 0 | |||||
| 2025-08-08 | 13F | Firestone Capital Management | 36 087 | 4 238 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 31 727 | 0,06 | 3 726 | 22,36 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 2 687 | −24,37 | 316 | −12,74 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 405 631 | 6,78 | 47 637 | 30,57 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 39 597 | −1,70 | 4 650 | 20,22 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 0 | −100,00 | 0 | |||||
| 2025-09-11 | 13F | Milestones Private Investment Advisors LLC | 1 766 | 207 | ||||||
| 2025-04-21 | 13F | PSI Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 1 918 | 225 | ||||||
| 2025-07-31 | 13F | Alamar Capital Management, LLC | 2 250 | 0,00 | 264 | 22,22 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 3 039 | −16,74 | 357 | 1,71 |
