Grundläggande statistik
| Institutionella ägare | 212 total, 212 long only, 0 short only, 0 long/short - change of 3,92% MRQ |
| Genomsnittlig portföljallokering | 0.3177 % - change of −1,33% MRQ |
| Institutionella aktier (lång) | 7 309 441 (ex 13D/G) - change of 0,73MM shares 11,16% MRQ |
| Institutionellt värde (lång) | $ 391 963 USD ($1000) |
Institutionellt ägande och aktieägare
Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap Low Volatility ETF (US:XMLV) har 212 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 7,309,441 aktier. Största aktieägare inkluderar LPL Financial LLC, Morgan Stanley, Cambridge Investment Research Advisors, Inc., Brookstone Capital Management, UBS Group AG, Envestnet Asset Management Inc, DORVAL Corp, Ameriprise Financial Inc, Commonwealth Equity Services, Llc, and Pnc Financial Services Group, Inc. .
Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap Low Volatility ETF (ARCA:XMLV) 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 8, 2025 is 63,83 / share. Previously, on September 9, 2024, the share price was 59,00 / share. This represents an increase of 8,19% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 37 584 | −0,93 | 2 318 | −1,03 | ||||
| 2025-08-14 | 13F | Avid Wealth Partners LLC | 140 478 | 24,77 | 8 663 | 24,68 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 140 226 | 25,51 | 8 648 | 25,41 | ||||
| 2025-07-29 | 13F | Portland Financial Advisors Inc | 11 809 | 0,00 | 728 | 0,00 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 1 395 | −5,74 | 86 | −5,49 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 5 553 | 4,22 | 342 | 4,91 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 11 460 | 707 | ||||||
| 2025-07-22 | 13F | Legacy Trust | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Change Path, LLC | 16 488 | −0,13 | 1 017 | −0,20 | ||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 14 826 | 5,04 | 1 | |||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 21 391 | 2,40 | 1 319 | 2,33 | ||||
| 2025-08-07 | 13F | Runnymede Capital Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 3 590 | 0,34 | 221 | 0,45 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 3 160 | 0,00 | 195 | −0,51 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 6 495 | 1,09 | 401 | 1,01 | ||||
| 2025-07-14 | 13F | Ridgewood Investments LLC | 2 925 | 0,00 | 180 | 0,00 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 87 488 | −4,28 | 5 395 | −4,36 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 4 275 | 0,00 | 264 | 0,00 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 10 110 | −24,34 | 623 | −23,56 | ||||
| 2025-07-22 | 13F | CPR Investments Inc. | 3 420 | 211 | ||||||
| 2025-08-14 | 13F | Ambassador Advisors, LLC | 4 118 | 0,00 | 254 | −0,39 | ||||
| 2025-07-24 | 13F | Lmcg Investments, Llc | 37 591 | 12,97 | 2 318 | 12,91 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 4 650 | −7,00 | 287 | −7,14 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 298 | −83,74 | 18 | −83,78 | ||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 3 285 | 0,00 | 0 | |||||
| 2025-08-29 | 13F | Total Investment Management Inc | 162 | 10 | ||||||
| 2025-07-10 | 13F | Marshall Financial Group LLC | 3 794 | −13,75 | 236 | −13,28 | ||||
| 2025-05-13 | 13F | Aptus Capital Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Comerica Bank | 1 358 | 0,00 | 84 | 0,00 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 21 997 | −1,34 | 1 | 0,00 | ||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 3 843 | 237 | ||||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 3 336 | 0,54 | 206 | 0,49 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 76 091 | −14,77 | 4 695 | −14,81 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 27 460 | −5,90 | 1 693 | −5,15 | ||||
| 2025-08-14 | 13F | Gen-Wealth Partners Inc | 1 833 | 0,00 | 113 | 0,00 | ||||
| 2025-06-24 | NP | TNWIX - 1290 Retirement 2050 Fund Class I | 3 374 | 0,00 | 203 | −3,35 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 8 879 | 3,05 | 548 | 3,01 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 338 | 9,39 | 21 | 5,26 | ||||
| 2025-04-29 | 13F | Bank of New York Mellon Corp | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 4 046 | 251 | ||||||
| 2025-07-15 | 13F | Well Done, LLC | 11 926 | −1,91 | 735 | −0,54 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 9 403 | 152,36 | 580 | 152,84 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 940 | 58 | ||||||
| 2025-07-25 | 13F | Commonwealth Financial Services, LLC | 6 525 | −0,91 | 402 | −0,99 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 470 | −11,82 | 29 | −12,50 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Avant Capital LLC | 8 248 | −10,47 | 509 | −10,56 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 112 625 | 24,93 | 6 934 | 25,68 | ||||
| 2025-06-24 | NP | TNIIX - 1290 Retirement 2020 Fund Class I | 593 | 0,00 | 36 | −2,78 | ||||
| 2025-07-15 | 13F | ACT Advisors, LLC. | 4 070 | −17,38 | 251 | −17,43 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-10 | 13F | High Net Worth Advisory Group LLC | 4 450 | 0,00 | 274 | 0,00 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 10 902 | 14,84 | 672 | 14,87 | ||||
| 2025-05-15 | 13F | Old Mission Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 10 835 | 668 | ||||||
| 2025-07-16 | 13F | Brown, Lisle/cummings, Inc. | 2 911 | 0,21 | 180 | 0,00 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 114 559 | 9,47 | 7 065 | 9,38 | ||||
| 2025-08-14 | 13F | Harvest Investment Services, LLC | 6 082 | 0,91 | 375 | 1,08 | ||||
| 2025-08-12 | 13F | Insigneo Advisory Services, Llc | 6 412 | 0,64 | 395 | 0,51 | ||||
| 2025-08-06 | 13F | Destiny Capital Corp/CO | 11 433 | −2,77 | 705 | −2,76 | ||||
| 2025-07-22 | 13F | Global Assets Advisory, LLC | 888 | 234 | ||||||
| 2025-06-24 | NP | TNLIX - 1290 Retirement 2035 Fund Class I | 1 286 | −1,53 | 77 | −3,75 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 205 206 | −12,27 | 12 655 | −12,34 | ||||
| 2025-08-12 | 13F | Virtu Financial LLC | 8 373 | 1 | ||||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 165 | −25,34 | 10 | −23,08 | ||||
| 2025-08-14 | 13F | Win Advisors, Inc | 14 934 | −1,20 | 921 | −1,29 | ||||
| 2025-07-22 | 13F | Rocky Mountain Advisers, Llc | 4 075 | 0,00 | 251 | 0,00 | ||||
| 2025-08-13 | 13F | Dana Investment Advisors, Inc. | 6 107 | 0,00 | 377 | 0,00 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 9 756 | 602 | ||||||
| 2025-08-08 | 13F | Comprehensive Financial Planning, Inc./PA | 460 | 0,88 | 28 | 0,00 | ||||
| 2025-08-05 | 13F | Tsfg, Llc | 150 | 0,00 | 0 | |||||
| 2025-08-12 | 13F | Bravias Capital Group, LLC | 3 318 | 205 | ||||||
| 2025-08-13 | 13F | Milestone Investment Advisors LLC | 318 | 0,00 | 20 | 0,00 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 3 590 | 0,00 | 221 | 11,06 | ||||
| 2025-08-14 | 13F | Daiwa Securities Group Inc. | 7 800 | −3,70 | 0 | |||||
| 2025-08-11 | 13F | Citigroup Inc | 11 971 | −33,80 | 738 | −33,87 | ||||
| 2025-08-08 | 13F | Sculati Wealth Management, LLC | 46 068 | −67,64 | 2 841 | −67,66 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 6 957 | 0,56 | 429 | 0,70 | ||||
| 2025-07-21 | 13F | Monticello Wealth Management, Llc | 15 551 | −5,34 | 959 | −5,33 | ||||
| 2025-07-15 | 13F | LVZ Advisors, Inc. | 3 421 | 0,00 | 211 | −0,47 | ||||
| 2025-05-12 | 13F | Berger Financial Group, Inc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 3 369 | 0,00 | 208 | 0,00 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 316 | 0,00 | 20 | 0,00 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 12 442 | −26,52 | 767 | −26,60 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-06-24 | NP | TNJIX - 1290 Retirement 2025 Fund Class I | 75 | −12,79 | 5 | −20,00 | ||||
| 2025-06-24 | NP | TNKIX - 1290 Retirement 2030 Fund Class I | 1 016 | 0,00 | 61 | −3,23 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 14 271 | −2,23 | 880 | −2,22 | ||||
| 2025-06-24 | NP | TNOIX - 1290 Retirement 2045 Fund Class I | 3 053 | 0,00 | 183 | −3,17 | ||||
| 2025-07-16 | 13F | Meridian Financial, LLC | 4 511 | 0,00 | 278 | 0,00 | ||||
| 2025-08-08 | 13F | Ogorek Anthony Joseph /ny/ /adv | 100 | 0,00 | 0 | |||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 515 | 32 | ||||||
| 2025-07-21 | 13F | Creative Capital Management Investments LLC | 589 | 0,00 | 36 | 0,00 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 30 619 | 1 888 | ||||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 46 004 | −25,01 | 2 837 | −25,07 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 14 762 | 34,03 | 910 | 34,02 | ||||
| 2025-08-14 | 13F | UBS Group AG | 315 912 | 5,67 | 19 482 | 5,58 | ||||
| 2025-07-31 | 13F | Briaud Financial Planning, Inc | 23 | 0 | ||||||
| 2025-08-08 | 13F | Petix & Botte Co | 7 726 | 0,00 | 476 | 0,00 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 147 427 | 3,21 | 9 092 | 3,12 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 8 417 | 134,26 | 1 | |||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 36 785 | 2 269 | ||||||
| 2025-07-30 | 13F | Syntegra Private Wealth Group, LLC | 8 281 | 0,00 | 511 | −0,20 | ||||
| 2025-07-14 | 13F | IronOak Wealth LLC. | 0 | −100,00 | 0 | |||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 19 262 | −2,38 | 1 188 | −2,47 | ||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 6 335 | 4 849,22 | 391 | 5 471,43 | ||||
| 2025-07-31 | 13F | City State Bank | 427 | 0,00 | 26 | 0,00 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 39 346 | 6 067,08 | 1 | −100,00 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 4 200 | 0,00 | 259 | 0,00 | ||||
| 2025-08-08 | 13F | Creative Planning | 5 634 | 6,34 | 347 | 6,44 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 12 978 | −10,61 | 800 | −10,71 | ||||
| 2025-07-16 | 13F | PFS Partners, LLC | 128 846 | 0,28 | 7 946 | 0,19 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 3 702 | −0,59 | 228 | −0,44 | ||||
| 2025-06-24 | NP | TNNIX - 1290 Retirement 2040 Fund Class I | 2 713 | 0,00 | 163 | −3,57 | ||||
| 2025-04-21 | 13F | PSI Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 16 932 | 30,34 | 1 045 | 32,28 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 622 | 18,70 | 38 | 18,75 | ||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 51 | −75,24 | 3 | −75,00 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 16 795 | −19,50 | 1 036 | −19,58 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 3 322 | −2,49 | 205 | −2,86 | ||||
| 2025-08-05 | 13F | EPG Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 9 456 | −67,70 | 583 | −67,74 | ||||
| 2025-05-15 | 13F | Integrated Wealth Concepts LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-15 | 13F | Chris Bulman Inc | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 30 | 0,00 | 2 | 0,00 | ||||
| 2025-07-25 | 13F | Alpha Financial Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 1 945 | −34,02 | 0 | |||||
| 2025-08-04 | 13F | Assetmark, Inc | 84 | −98,46 | 5 | −98,51 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 53 289 | −2,59 | 3 | 0,00 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 2 000 | 0,00 | 123 | 0,00 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 193 541 | 9,94 | 11 936 | 9,85 | ||||
| 2025-07-22 | 13F | Accel Wealth Management | 6 198 | 4,94 | 382 | 4,95 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 217 510 | −15,55 | 13 | −13,33 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 11 712 | −18,18 | 734 | −16,99 | ||||
| 2025-07-30 | 13F | Pacific Sun Financial Corp | 21 200 | −0,38 | 1 307 | −0,46 | ||||
| 2025-08-14 | 13F | Fmr Llc | 7 294 | −9,30 | 450 | −9,48 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 864 | 234,88 | 53 | 253,33 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 8 853 | 0,00 | 546 | −0,18 | ||||
| 2025-08-14 | 13F | Redwood Financial Network Corp | 3 273 | −5,30 | 202 | −5,63 | ||||
| 2025-07-23 | 13F | REAP Financial Group, LLC | 444 | 0,45 | 27 | 0,00 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Allworth Financial LP | 4 305 | 1,97 | 266 | 4,74 | ||||
| 2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 4 595 | −2,03 | 0 | |||||
| 2025-08-14 | 13F | GWM Advisors LLC | 96 201 | 35,10 | 5 937 | 58,36 | ||||
| 2025-06-24 | NP | TNQIX - 1290 Retirement 2055 Fund Class I | 3 447 | 0,00 | 207 | −3,29 | ||||
| 2025-08-06 | 13F | Adviser Investments LLC | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Provident Wealth Management, LLC | 2 | 0,00 | 0 | |||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 535 542 | 18,17 | 33 | 22,22 | ||||
| 2025-08-05 | 13F | Sensible Money, LLC | 4 275 | 0,00 | 264 | 0,00 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 178 | 0,00 | 11 | 0,00 | ||||
| 2025-05-15 | 13F | Two Sigma Securities, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Richmond Investment Services, LLC | 6 543 | 56,87 | 404 | 56,81 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 597 901 | 1,36 | 36 873 | 1,27 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 4 382 | −6,25 | 270 | −6,25 | ||||
| 2025-07-17 | 13F | ERn Financial, LLC | 8 377 | 0,00 | 517 | −0,19 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 23 | 0,00 | 1 | 0,00 | ||||
| 2025-07-30 | 13F | Liberty One Investment Management, Llc | 40 328 | −2,89 | 2 487 | −2,97 | ||||
| 2025-07-07 | 13F | Roxbury Financial LLC | 303 | 0,33 | 19 | 0,00 | ||||
| 2025-07-16 | 13F | Investment Partners Asset Management, Inc. | 16 553 | 2,76 | 1 021 | 2,62 | ||||
| 2025-08-11 | 13F | Wbi Investments, Inc. | 51 249 | −0,63 | 3 161 | −0,72 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 10 448 | −2,12 | 644 | −2,13 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 8 037 | 64,52 | 496 | 64,45 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 76 | 0,00 | 5 | 0,00 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 18 406 | 0,17 | 1 135 | 0,09 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 9 618 | 0,00 | 593 | 0,00 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 6 593 | 0,66 | 407 | 0,74 | ||||
| 2025-08-13 | 13F | Avestar Capital, LLC | 15 176 | 25,48 | 936 | 25,34 | ||||
| 2025-07-17 | 13F | Johnson & White Wealth Management, LLC | 32 992 | 3,04 | 2 | 100,00 | ||||
| 2025-07-17 | 13F | Wagner Wealth Management, Llc | 25 | 4,17 | 2 | 0,00 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 860 | 53 | ||||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 102 | 0,00 | 6 | 0,00 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 322 262 | −6,19 | 19 874 | −6,26 | ||||
| 2025-07-15 | 13F | Sheets Smith Wealth Management | 12 331 | −7,50 | 760 | −7,54 | ||||
| 2025-08-06 | 13F | Atlas Legacy Advisors, LLC | 5 664 | −1,34 | 349 | −0,29 | ||||
| 2025-08-18 | 13F | Pacific Center for Financial Services | 4 379 | −3,01 | 270 | −2,88 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 5 033 | −3,90 | 310 | −4,02 | ||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-12 | 13F | Marshall & Sterling Wealth Advisors Inc. | 695 | 0,87 | 43 | 0,00 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 4 556 | 0 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 180 580 | 397,66 | 11 137 | 397,36 | ||||
| 2025-07-07 | 13F | Whitaker-Myers Wealth Managers, LTD. | 7 775 | 0,80 | 479 | 0,63 | ||||
| 2025-07-24 | 13F | Mainstay Capital Management Llc /adv | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 393 | −63,61 | 24 | −63,64 | ||||
| 2025-07-16 | 13F | Moneywise, Inc. | 13 599 | −4,39 | 839 | −4,45 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F/A | CX Institutional | 399 | 0,00 | 0 | |||||
| 2025-08-11 | 13F | FineMark National Bank & Trust | 21 003 | −5,69 | 1 295 | −5,75 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 37 | 0,00 | 2 | 0,00 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 1 373 | −4,98 | 85 | −5,62 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 228 | 0,44 | 14 | 7,69 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 34 672 | −6,70 | 2 138 | −6,76 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 622 659 | 51,96 | 38 399 | 51,84 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 10 613 | 0,06 | 655 | 0,00 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 4 492 | 0,00 | 277 | 0,00 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 81 746 | 6,45 | 5 041 | 6,37 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 4 417 | −59,42 | 272 | −59,46 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 225 465 | 1,26 | 13 903 | 1,13 | ||||
| 2025-08-11 | 13F | Inspire Advisors, LLC | 3 942 | 243 | ||||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 658 | 0,61 | 41 | 0,00 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 15 323 | 0,00 | 945 | −0,11 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 11 061 | 22,61 | 682 | 22,66 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 6 714 | −8,49 | 414 | −8,41 | ||||
| 2025-07-28 | 13F | DORVAL Corp | 234 236 | 14 445 | ||||||
| 2025-04-16 | 13F | Ipswich Investment Management Co., Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | ProVise Management Group, LLC | 59 435 | −0,71 | 3 665 | −0,79 | ||||
| 2025-08-12 | 13F | Spectrum Wealth Advisory Group, LLC | 8 344 | 0,06 | 515 | 0,00 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 70 | 0,00 | 4 | 0,00 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 64 683 | 0,90 | 3 989 | 0,83 | ||||
| 2025-08-13 | 13F | Invesco Ltd. | 7 012 | 5,32 | 432 | 5,37 | ||||
| 2025-05-16 | 13F | Laidlaw Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-05-02 | 13F | Transcendent Capital Group LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 2 439 | 0,62 | 150 | 0,67 | ||||
| 2025-08-01 | 13F | Biltmore Family Office, LLC | 100 | −50,00 | 6 | −50,00 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 22 078 | 0,35 | 1 362 | 0,29 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 1 | 0,00 | 0 | |||||
| 2025-08-06 | 13F | North Capital, Inc. | 100 | 0,00 | 6 | 0,00 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 1 374 | 12,25 | 85 | 12,00 | ||||
| 2025-08-18 | 13F | Front Row Advisors LLC | 935 | 0,00 | 58 | 0,00 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 43 690 | 5,04 | 2 694 | 4,95 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 531 | −15,45 | 33 | −15,79 | ||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 33 000 | −17,09 | 2 035 | −17,14 | ||||
| 2025-08-11 | 13F | Strategic Equity Management | 12 260 | 14,40 | 756 | 14,37 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 33 061 | 1,12 | 2 039 | 0,99 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 60 | 0,00 | 4 | 0,00 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 310 516 | 2,26 | 19 150 | 2,18 | ||||
| 2025-08-14 | 13F | Obsidian Personal Planning Solutions LLC | 124 851 | 2,21 | 7 700 | 5,02 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 38 144 | 23,94 | 2 352 | 23,85 | ||||
| 2025-08-01 | 13F | Petra Financial Advisors Inc | 6 192 | 0,21 | 382 | 0,00 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 112 925 | 3,10 | 6 964 | 3,02 | ||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 17 385 | 5,40 | 1 072 | 5,30 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 128 227 | −3,73 | 7 908 | −3,82 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 4 620 | 0,00 | 285 | −0,35 | ||||
| 2025-08-01 | 13F | MorganRosel Wealth Management, LLC | 97 900 | 655,46 | 6 037 | 655,57 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 3 587 | 0,11 | 221 | 0,00 | ||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 525 | 0,00 | 0 | |||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 5 579 | −9,23 | 344 | −9,23 |
