Grundläggande statistik
| Institutionella ägare | 225 total, 225 long only, 0 short only, 0 long/short - change of 3,17% MRQ |
| Genomsnittlig portföljallokering | 0.1199 % - change of −46,40% MRQ |
| Institutionella aktier (lång) | 85 350 377 (ex 13D/G) - change of −5,90MM shares −6,47% MRQ |
| Institutionellt värde (lång) | $ 1 891 486 USD ($1000) |
Institutionellt ägande och aktieägare
Invesco Exchange-Traded Fund Trust II - Invesco National AMT-Free Municipal Bond ETF (US:PZA) har 225 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 85,350,377 aktier. Största aktieägare inkluderar Bank Of America Corp /de/, Cliftonlarsonallen Wealth Advisors, Llc, LPL Financial LLC, Envestnet Asset Management Inc, Morgan Stanley, Bank of New York Mellon Corp, Wells Fargo & Company/mn, EP Wealth Advisors, Inc., Northwestern Mutual Wealth Management Co, and UBS Group AG .
Invesco Exchange-Traded Fund Trust II - Invesco National AMT-Free Municipal Bond ETF (ARCA:PZA) 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 16, 2025 is 23,14 / share. Previously, on September 17, 2024, the share price was 24,12 / share. This represents a decline of 4,06% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-10 | 13F | Stewardship Advisors, LLC | 325 840 | 1,05 | 7 296 | −1,80 | ||||
| 2025-08-13 | 13F | Sepio Capital, LP | 17 492 | −1,00 | 392 | −3,93 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 45 016 | −2,20 | 1 008 | −5,00 | ||||
| 2025-05-08 | 13F | BCGM Wealth Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-21 | 13F | Aveo Capital Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | American Institute for Advanced Investment Management, LLP | 12 045 | 14,22 | 270 | 11,16 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 166 | 4 | ||||||
| 2025-07-15 | 13F | Revisor Wealth Management LLC | 30 304 | 0,04 | 679 | −2,73 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 961 | 22 | ||||||
| 2025-07-28 | 13F | Courier Capital Llc | 21 195 | 0,87 | 475 | −2,07 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 12 267 | −46,96 | 275 | −48,40 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 99 577 | −7,50 | 2 230 | −10,12 | ||||
| 2025-07-01 | 13F | Confluence Investment Management Llc | 317 163 | −2,77 | 7 101 | −5,51 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 2 237 | −73,97 | 50 | −74,62 | ||||
| 2025-08-06 | 13F | New Millennium Group LLC | 3 833 | 86 | ||||||
| 2025-07-14 | 13F | Proathlete Wealth Management Llc | 2 387 | 0,00 | 53 | −1,85 | ||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 2 500 | 56 | ||||||
| 2025-08-12 | 13F | Franklin Resources Inc | 1 000 | 0,00 | 22 | −4,35 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 43 597 | 1,91 | 976 | −0,91 | ||||
| 2025-07-18 | 13F | First United Bank Trust/ | 18 061 | −21,97 | 404 | −24,20 | ||||
| 2025-07-22 | 13F | Mascoma Wealth Management LLC | 12 160 | −41,16 | 272 | −42,86 | ||||
| 2025-05-15 | 13F | Millennium Management Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 21 301 | −0,95 | 477 | −3,84 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 64 899 | −3,51 | 1 453 | −6,20 | ||||
| 2025-07-23 | 13F | Steel Peak Wealth Management LLC | 123 104 | 6,52 | 2 756 | 3,53 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 6 959 | 4,07 | 156 | 0,65 | ||||
| 2025-08-14 | 13F | First Foundation Advisors | 120 992 | −10,33 | 2 709 | −12,84 | ||||
| 2025-08-08 | 13F | Collaborative Wealth Managment Inc. | 79 982 | 9,87 | 1 791 | 6,74 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 2 373 | 0,00 | 53 | −1,85 | ||||
| 2025-04-23 | 13F | Oppenheimer & Co Inc | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 10 494 | 235 | ||||||
| 2025-07-30 | 13F | IMG Wealth Management, Inc. | 2 570 | 0,00 | 58 | −3,39 | ||||
| 2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | FOCUS Wealth Advisors, LLC | 42 254 | 5,24 | 946 | 2,27 | ||||
| 2025-07-31 | 13F | CAP Partners, LLC | 12 715 | 0,73 | 285 | −2,07 | ||||
| 2025-08-11 | 13F | PAX Financial Group, LLC | 11 845 | 10,98 | 265 | 8,16 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 16 143 | −45,28 | 361 | −46,83 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 6 901 | 10,97 | 155 | 6,94 | ||||
| 2025-07-29 | 13F | Liberty Square Wealth Partners Llc | 10 437 | 0,00 | 234 | −2,92 | ||||
| 2025-08-14 | 13F | Comerica Bank | 303 418 | −35,47 | 6 794 | −37,29 | ||||
| 2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 97 | 2 | ||||||
| 2025-05-08 | 13F | Plante Moran Financial Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 12 579 | −9,08 | 282 | −11,36 | ||||
| 2025-07-29 | 13F | APCM Wealth Management for Individuals | 9 740 | 0,00 | 218 | −2,68 | ||||
| 2025-08-13 | 13F | Quadrature Capital Ltd | 615 447 | 13 777 | ||||||
| 2025-08-04 | 13F | Keybank National Association/oh | 88 522 | −15,82 | 1 982 | −18,17 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 6 112 | 0,00 | 137 | −2,86 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 68 | 0,00 | 0 | |||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 160 | 0,00 | 4 | 0,00 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 89 095 | 2 | ||||||
| 2025-08-08 | 13F | Advisory Resource Group | 21 313 | 2,06 | 477 | −0,83 | ||||
| 2025-08-14 | 13F | Garden State Investment Advisory Services LLC | 40 230 | 901 | ||||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 28 814 | 5,38 | 645 | 2,38 | ||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 50 013 | 3,56 | 1 120 | 0,63 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 16 196 | 363 | ||||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 257 | −82,96 | 6 | −85,29 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 3 822 | 696,25 | 86 | 672,73 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 21 760 | 0,00 | 487 | −2,79 | ||||
| 2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 38 397 | −19,51 | 860 | −21,84 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 507 167 | −47,90 | 11 355 | −49,37 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 422 156 | 207,29 | 9 452 | 198,64 | ||||
| 2025-05-14 | 13F | Green Harvest Asset Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Hicks Capital Management Llc | 28 988 | 89,01 | 649 | 83,85 | ||||
| 2025-07-15 | 13F | McAdam, LLC | 212 171 | 9,18 | 4 751 | 6,10 | ||||
| 2025-08-13 | 13F | Trustmark National Bank Trust Department | 279 366 | −26,39 | 6 255 | −28,46 | ||||
| 2025-08-12 | 13F | XTX Topco Ltd | 12 731 | 285 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1 773 080 | −16,54 | 39 699 | −18,90 | ||||
| 2025-08-04 | 13F | Rede Wealth, LLC | 12 082 | 0,00 | 271 | −2,88 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 97 972 | 28,71 | 2 190 | 25,16 | ||||
| 2025-08-12 | 13F | Seeds Investor Llc | 276 894 | −22,84 | 6 200 | −25,02 | ||||
| 2025-05-14 | 13F | CIBC Private Wealth Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 122 796 | −9,12 | 2 749 | −11,69 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 10 157 | 227 | ||||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 326 640 | −9,94 | 7 313 | −12,48 | ||||
| 2025-08-04 | 13F | Simon Quick Advisors, Llc | 293 364 | 6 568 | ||||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 59 839 | 22,84 | 1 340 | 19,34 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 1 016 395 | −20,34 | 22 757 | −22,59 | ||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 1 000 | 0,00 | 22 | −4,35 | ||||
| 2025-07-10 | 13F | Anderson Hoagland & Co | 259 342 | −31,37 | 5 807 | −30,72 | ||||
| 2025-07-29 | 13F | AssuredPartners Investment Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Bernardo Wealth Planning LLC | 32 370 | −8,41 | 1 | |||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 16 874 | 0,00 | 378 | −2,84 | ||||
| 2025-05-15 | 13F | Engineers Gate Manager LP | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Westbourne Investments, Inc. | 16 682 | 0,00 | 374 | −2,86 | ||||
| 2025-07-17 | 13F | Albion Financial Group /ut | 1 935 | 43 | ||||||
| 2025-08-14 | 13F | Clark Capital Management Group, Inc. | 87 129 | 1 951 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 2 404 | −15,83 | 54 | −20,90 | ||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 29 199 | 0,00 | 654 | −2,83 | ||||
| 2025-04-24 | 13F | Wright Fund Managment, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Mma Asset Management Llc | 35 868 | −2,82 | 803 | −5,53 | ||||
| 2025-04-30 | 13F | AlphaStar Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 18 586 | 85,51 | 416 | 80,87 | ||||
| 2025-08-08 | 13F | Flaharty Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Monticello Wealth Management, Llc | 35 662 | −87,80 | 798 | −88,15 | ||||
| 2025-08-04 | 13F | Leeward Financial Partners, LLC | 70 233 | 8,82 | 1 573 | 5,72 | ||||
| 2025-08-11 | 13F | Greykasell Wealth Strategies, Inc. | 4 639 | 0,00 | 104 | −2,83 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | NewSquare Capital LLC | 2 753 | −8,23 | 62 | −11,59 | ||||
| 2025-08-12 | 13F | Running Point Capital Advisors, LLC | 35 121 | −0,40 | 786 | −3,20 | ||||
| 2025-08-11 | 13F | Pineridge Advisors LLC | 5 862 | −20,33 | 131 | −22,49 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 68 575 | −21,97 | 1 535 | −25,99 | ||||
| 2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 499 706 | 7,92 | 11 188 | 4,87 | ||||
| 2025-08-14 | 13F | UBS Group AG | 1 291 550 | −56,13 | 28 918 | −57,37 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 15 003 | 336 | ||||||
| 2025-07-21 | 13F | Fortis Capital Advisors, LLC | 15 821 | −78,89 | 354 | −79,50 | ||||
| 2025-08-07 | 13F | King Luther Capital Management Corp | 797 | −15,41 | ||||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 837 | 0,00 | 19 | −5,26 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 266 125 | −3,64 | 5 959 | −6,35 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 18 151 | 0 | ||||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 47 295 | 1 059 | ||||||
| 2025-07-15 | 13F | Colonial River Wealth Management, LLC | 18 528 | −8,41 | 415 | −11,16 | ||||
| 2025-08-08 | 13F | Petix & Botte Co | 161 382 | 18,88 | 3 613 | 15,54 | ||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-05-02 | 13F | Fortis Group Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-05-14 | 13F | Synovus Financial Corp | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Independence Bank of Kentucky | 4 872 | −12,06 | 109 | −14,17 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 1 168 | −47,67 | 26 | −49,02 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 26 155 | 1 | ||||||
| 2025-07-16 | 13F | Spirepoint Private Client, Llc | 58 550 | 1 311 | ||||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 142 660 | 79,91 | 3 194 | 74,92 | ||||
| 2025-07-18 | 13F | Northeast Financial Group, Inc. | 77 662 | 25,26 | 1 739 | 21,71 | ||||
| 2025-08-08 | 13F | Francis Financial, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 282 105 | 111,77 | 6 316 | 105,80 | ||||
| 2025-07-07 | 13F | Versant Capital Management, Inc | 258 | 0,00 | 6 | 0,00 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | Proquility Private Wealth Partners, LLC | 300 398 | 220,98 | 6 921 | 213,31 | ||||
| 2025-08-07 | 13F | Addison Advisors LLC | 11 160 | −1,46 | 250 | −4,23 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 4 949 | 0,00 | 111 | −3,51 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 19 323 | 8,34 | 433 | 5,37 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 496 481 | −3,97 | 11 116 | −6,67 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 314 501 | 13,47 | 7 042 | 10,27 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 18 768 | 196,73 | 420 | 189,66 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 451 562 | −0,80 | 10 110 | −3,60 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 15 821 | −78,89 | 354 | −79,50 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 40 974 | −94,80 | 1 | −100,00 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 341 671 | 0,69 | 7 650 | −2,15 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 662 725 | 14,39 | 14 838 | 11,16 | ||||
| 2025-07-11 | 13F | Annex Advisory Services, LLC | 416 668 | −46,95 | 9 329 | −48,44 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 82 315 | 12,91 | 3 011 | 79,33 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 236 774 | 45,88 | 5 299 | 41,72 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 31 200 | 699 | ||||||
| 2025-08-18 | 13F | Goodman Advisory Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Winthrop Capital Management, LLC | 1 626 | 0,00 | 0 | |||||
| 2025-07-09 | 13F | PFW Advisors LLC | 18 968 | −47,81 | 425 | −49,34 | ||||
| 2025-08-14 | 13F | Harmony Asset Management Llc | 10 300 | 0,00 | 231 | −2,95 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 1 702 | −20,95 | 38 | −22,45 | ||||
| 2025-07-23 | 13F | Dohj, Llc | 102 232 | 549,26 | 2 290 | 532,32 | ||||
| 2025-08-08 | 13F | Creative Planning | 77 466 | −42,85 | 1 734 | −44,46 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 32 511 | 728 | ||||||
| 2025-07-09 | 13F | Towerpoint Wealth, LLC | 9 964 | −1,29 | 223 | −3,88 | ||||
| 2025-05-08 | 13F | LGT Financial Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 21 380 | 5 245,00 | 479 | 5 211,11 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 0 | −100,00 | 0 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 386 756 | −9,22 | 9 | −11,11 | ||||
| 2025-07-11 | 13F | First PREMIER Bank | 1 000 | 0,00 | 0 | |||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 380 300 | 228,13 | 8 515 | 218,88 | ||||
| 2025-07-23 | 13F | Tyche Wealth Partners LLC | 30 012 | 0,04 | 672 | −2,89 | ||||
| 2025-05-02 | 13F | Whittier Trust Co Of Nevada Inc | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | KFA Private Wealth Group, LLC | 31 246 | 700 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 263 086 | 205,29 | 6 | 400,00 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 9 432 | 183,07 | 211 | 177,63 | ||||
| 2025-07-29 | 13F | Werba Rubin Papier Wealth Management | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | GWM Advisors LLC | 25 048 | −7,16 | 561 | −9,82 | ||||
| 2025-05-14 | 13F | Orion Portfolio Solutions, LLC | 10 194 | 0,00 | 241 | 0,00 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 616 | 0,00 | 14 | −7,14 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | MidWestOne Financial Group, Inc. | 37 500 | 150,00 | 840 | 143,19 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 2 851 | 0,00 | 64 | −3,08 | ||||
| 2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 3 896 663 | 5,31 | 87 246 | 2,34 | ||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 189 | 85,29 | 4 | 100,00 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 23 920 | −0,46 | 536 | −3,25 | ||||
| 2025-07-15 | 13F | James J. Burns & Company, LLC | 9 380 | −9,38 | 210 | −11,76 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 10 600 | −20,30 | 237 | −22,55 | |||
| 2025-08-07 | 13F | Allworth Financial LP | 440 002 | −3,22 | 9 852 | −3,65 | ||||
| 2025-07-09 | 13F | Procyon Private Wealth Partners, LLC | 10 662 | −39,91 | 239 | −41,67 | ||||
| 2025-08-12 | 13F | Horizon Financial Services, Llc | 911 | 20 | ||||||
| 2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 2 889 | 0,00 | 65 | −3,03 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 509 | 11 | ||||||
| 2025-08-08 | 13F | Wiser Advisor Group LLC | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Crews Bank & Trust | 26 010 | −4,93 | 582 | −7,62 | ||||
| 2025-08-14 | 13F | Transamerica Financial Advisors, Inc. | 23 | 0,00 | 0 | |||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 1 791 500 | 8,48 | 40 112 | 5,42 | ||||
| 2025-07-25 | 13F | Pathway Financial Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Ssa Swiss Advisors Ag | 68 570 | −1,45 | 1 505 | −6,11 | ||||
| 2025-07-17 | 13F | Tempus Wealth Planning, LLC | 13 100 | 0,00 | 293 | −2,66 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 10 334 | 231 | ||||||
| 2025-08-13 | 13F | ASB Consultores, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Cwm, Llc | 349 | −59,09 | 0 | |||||
| 2025-05-13 | 13F | Elequin Capital Lp | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Interactive Financial Advisors | 9 453 | −0,04 | 212 | −2,76 | ||||
| 2025-07-23 | 13F | Vontobel Holding Ltd. | 9 050 | 2,71 | 203 | −0,49 | ||||
| 2025-05-07 | 13F | Evermay Wealth Management Llc | 0 | −100,00 | 0 | |||||
| 2025-05-12 | 13F | Founders Financial Alliance, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | TruNorth Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Opal Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 45 380 | 2,65 | 1 016 | −0,20 | ||||
| 2025-08-06 | 13F | Atlas Legacy Advisors, LLC | 11 165 | 250 | ||||||
| 2025-07-15 | 13F | Kwmg, Llc | 24 553 | 550 | ||||||
| 2025-08-14 | 13F | Lebenthal Global Advisors, LLC | 72 197 | 31,01 | 1 616 | 27,34 | ||||
| 2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 64 634 | 1 447 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 1 907 479 | −3,65 | 42 708 | −6,37 | ||||
| 2025-05-14 | 13F | CI Private Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | MAI Capital Management | 1 421 | 32 | ||||||
| 2025-08-14 | 13F | Hrt Financial Lp | 35 922 | 1 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 25 756 | −30,79 | 577 | −32,79 | ||||
| 2025-04-09 | 13F | St Germain D J Co Inc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 23 195 | −33,25 | 519 | −35,12 | ||||
| 2025-07-21 | 13F | Ashton Thomas Securities, Llc | 57 852 | −70,27 | 1 295 | −71,11 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 740 392 | 6,79 | 16 577 | 3,77 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 1 426 686 | 57,32 | 31 944 | 52,89 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | Two Sigma Securities, Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-06-02 | 13F/A | Modern Wealth Management, LLC | 9 701 | −48,82 | 224 | −50,11 | ||||
| 2025-07-25 | 13F | Richardson Financial Services Inc. | 5 996 | −19,27 | 134 | −21,64 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 5 048 | −26,23 | 113 | −28,03 | ||||
| 2025-08-14 | 13F | Fiduciary Trust Co | 50 000 | 0,00 | 1 120 | −2,86 | ||||
| 2025-08-19 | 13F | MRP Capital Investments, LLC | 21 361 | 17,14 | 478 | 13,81 | ||||
| 2025-07-17 | 13F | Keystone Global Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Commerce Bank | 20 570 | 0,00 | 461 | −2,75 | ||||
| 2025-08-13 | 13F | Ally Invest Advisors Inc. | 28 883 | 11,03 | 647 | 7,85 | ||||
| 2025-08-05 | 13F | Flynn Zito Capital Management, Llc | 50 525 | 3,48 | 1 131 | 0,62 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 1 936 261 | 19,66 | 43 353 | 16,28 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 549 | 0,00 | 12 | 0,00 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 796 725 | 4,16 | 17 839 | 1,22 | ||||
| 2025-08-11 | 13F | Inspire Advisors, LLC | 10 776 | −29,46 | 241 | −31,34 | ||||
| 2025-07-11 | 13F | Thomasville National Bank | 16 600 | 0,00 | 372 | −2,88 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 33 735 | 53,03 | 755 | 48,92 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Elite Financial, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 82 932 | −71,90 | 1 857 | −72,71 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 20 551 | 25,23 | 460 | 21,69 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 2 418 267 | 8,35 | 54 145 | 5,29 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 30 771 | 103,53 | 1 | |||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 89 381 | −9,28 | 1 973 | −13,13 | ||||
| 2025-05-06 | 13F | Goodwin Investment Advisory | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 18 880 | −8,84 | 423 | −11,53 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 895 745 | −23,28 | 20 040 | −25,48 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 39 254 | 70,04 | 879 | 65,35 | ||||
| 2025-04-29 | 13F | Financial Counselors Inc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-22 | 13F | Rochester Wealth Strategies, LLC | 88 082 | 3,06 | 1 972 | 0,15 | ||||
| 2025-08-04 | 13F | Econ Financial Services Corp | 76 948 | −11,97 | 1 723 | −14,50 | ||||
| 2025-08-08 | 13F | ProVise Management Group, LLC | 40 878 | −3,26 | 915 | −5,96 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 875 242 | 5,79 | 19 597 | 2,80 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 0 | −100,00 | 0 | ||||
| 2025-07-29 | 13F | Vectors Research Management, LLC | 21 195 | 0,87 | 475 | −2,07 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 18 408 | −51,10 | 412 | −52,48 | ||||
| 2025-05-05 | 13F | Kestra Private Wealth Services, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Meeder Advisory Services, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Activest Wealth Management | 0 | 0 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 597 461 | 15,30 | 13 401 | 12,25 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 325 688 | −11,21 | 7 292 | −13,71 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 1 527 981 | 5,21 | 34 212 | 2,24 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 6 161 | 0,00 | 138 | −2,84 | ||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 95 618 | 19,82 | 2 141 | 16,43 | ||||
| 2025-07-30 | 13F | Parcion Private Wealth LLC | 76 130 | −92,27 | 1 705 | −92,49 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 3 | −83,33 | 0 | |||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 18 213 | 32,49 | 408 | 28,80 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 686 | −14,57 | 15 | −16,67 | ||||
| 2025-07-23 | 13F | Traphagen Investment Advisors Llc | 204 441 | −10,60 | 4 577 | −13,12 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 11 374 | 0,00 | 255 | −3,05 | ||||
| 2025-04-14 | 13F | Daymark Wealth Partners, Llc | 0 | −100,00 | 0 | |||||
| 2025-04-21 | 13F | PSI Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Ackerman Capital Advisors, LLC | 23 663 | −31,84 | 530 | −33,79 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 23 134 | 17,09 | 518 | 13,63 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 527 388 | 19,43 | 11 808 | 16,06 | ||||
| 2025-08-12 | 13F | Charles Schwab Investment Management Inc | 30 625 | 686 | ||||||
| 2025-07-11 | 13F/A | Umb Bank N A/mo | 35 536 | −47,89 | 796 | −49,40 | ||||
| 2025-04-25 | 13F | Altus Wealth Group LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 20 422 | 123,90 | 457 | 117,62 | ||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 73 | −99,41 | 2 | −99,65 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 76 | −67,80 | ||||||
| 2025-07-07 | 13F | First Citizens Financial Corp | 10 202 | 228 | ||||||
| 2025-08-14 | 13F | Fmr Llc | 6 749 | −9,64 | 151 | −12,21 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 10 069 | 0,00 | 224 | −3,46 | ||||
| 2025-05-06 | 13F | Argonautica Private Wealth Management, Inc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-04-17 | 13F | Janney Montgomery Scott LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 6 913 | −3,30 | 155 | −6,10 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | Call | 2 500 | 0,00 | 56 | −3,51 | |||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 46 488 287 | −2,78 | 1 040 873 | −5,53 |
