Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Capital Group Growth ETF inkluderar Tribridge Partners Financial LLC, National Bank Of Canada /fi/, Two Sigma Investments, Lp, Ferguson Shapiro LLC, rebel Financial LLC, Coign Capital Advisors LLC, Charter Capital Management, LLC\DE, Gries Financial Llc, Fiduciary Alliance LLC, McElhenny Sheffield Capital Management, LLC, Kingstone Capital Partners Texas, LLC, Exchange Traded Concepts, Llc, Richmond Investment Services, LLC, J Hagan Capital, Inc., M Holdings Securities, Inc., Wellington Capital Management, Inc., Balboa Wealth Partners, Summit Wealth Group Llc / Co, Eqis Capital Management, Inc., och Hicks Capital Management Llc .
Denna sida visar förändringar i ägarstrukturen genom att lista institutioner, fonder och större aktieägare som har ökat sina innehav eller öppnat nya positioner under den senaste rapporteringsperioden. Gröna rader indikerar nya positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
Uppgradera för att låsa upp premiumdata.
| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-12 | 13F | Rather & Kittrell, Inc. | 19 978 | 0,39 | 812 | 19,24 | ||||
| 2025-07-22 | 13F | Gemmer Asset Management LLC | 49 520 | 4,29 | 2 013 | 23,74 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 391 757 | 27,04 | 15 925 | 50,77 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 256 014 | 19,19 | 10 407 | 41,46 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 262 942 | 70,78 | 10 689 | 102,69 | ||||
| 2025-08-06 | NP | LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Funds Vanguard Active Passive Growth Fund Standard Class | 1 258 | 51 | ||||||
| 2025-08-13 | 13F | Certior Financial Group, Llc | 18 612 | 1,79 | 757 | 20,77 | ||||
| 2025-08-14 | 13F | Tudor Investment Corp Et Al | 10 171 | 413 | ||||||
| 2025-08-05 | 13F | Mason Investment Advisory Services, Inc. | 240 420 | 29,28 | 9 773 | 53,45 | ||||
| 2025-08-14 | 13F | UBS Group AG | 4 061 328 | 12,81 | 165 093 | 33,89 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 2 795 286 | 7,71 | 113 628 | 27,84 | ||||
| 2025-08-14 | 13F | Menora Mivtachim Holdings Ltd. | 162 380 | 54,61 | 6 601 | 83,49 | ||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 7 553 | 320 | ||||||
| 2025-07-08 | 13F | Everpar Advisors Llc | 106 172 | 24,65 | 4 316 | 47,93 | ||||
| 2025-07-22 | 13F | Wealthcare Capital Management Llc | 9 386 | 21,61 | 382 | 44,32 | ||||
| 2025-07-24 | 13F | Ridgeline Wealth Planning, LLC | 115 991 | 10,73 | 4 715 | 31,45 | ||||
| 2025-08-07 | 13F | Cvfg Llc | 7 725 | 9,50 | 314 | 30,29 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 66 449 | 29,32 | 2 701 | 53,55 | ||||
| 2025-08-18 | 13F | Tyler-Stone Wealth Management | 62 804 | 19,40 | 2 553 | 41,70 | ||||
| 2025-08-14 | 13F | Clark Capital Management Group, Inc. | 9 469 | 385 | ||||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 1 789 017 | 19,50 | 72 724 | 41,83 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 947 838 | 7,71 | 38 530 | 27,83 | ||||
| 2025-08-06 | 13F | Mascagni Wealth Management, Inc. | 15 852 | 9,38 | 644 | 29,84 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 1 782 638 | 10,11 | 72 | 30,91 | ||||
| 2025-07-22 | 13F | Woodmont Investment Counsel Llc | 31 719 | 13,57 | 1 289 | 34,83 | ||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 577 712 | 330,60 | 23 484 | 411,06 | ||||
| 2025-08-13 | 13F | Capital Group Private Client Services, Inc. | 22 261 894 | 1,99 | 904 946 | 21,05 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 176 676 | 25,87 | 7 182 | 37,65 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 8 240 751 | 5,16 | 334 987 | 24,81 | ||||
| 2025-07-10 | 13F | Financial Management Network Inc | 71 421 | 89,73 | 2 916 | 150,09 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 144 694 | 7,50 | 5 882 | 27,57 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 110 631 | 30,47 | 4 497 | 54,86 | ||||
| 2025-07-29 | 13F | Burford Brothers, Inc. | 197 303 | 6,68 | 8 020 | 26,62 | ||||
| 2025-08-11 | 13F | Wealthgarden F.s. Llc | 14 997 | 0,87 | 626 | 22,79 | ||||
| 2025-07-29 | 13F | Balboa Wealth Partners | 11 750 | 478 | ||||||
| 2025-08-12 | 13F | Lodestone Wealth Management LLC | 26 214 | 3,88 | 1 066 | 23,26 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 231 454 | 69,99 | 9 | 125,00 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 1 303 527 | 27,74 | 53 009 | 51,37 | ||||
| 2025-07-17 | 13F | KWB Wealth | 118 034 | 44,72 | 4 043 | 33,36 | ||||
| 2025-08-08 | 13F | Intrua Financial, LLC | 5 861 | 238 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 425 110 | 11,18 | 17 282 | 31,96 | ||||
| 2025-08-01 | 13F | Ferguson Shapiro LLC | 342 583 | 13 926 | ||||||
| 2025-07-14 | 13F | Gries Financial Llc | 47 334 | 1 924 | ||||||
| 2025-07-16 | 13F | Kerntke Otto McGlone Wealth Management Group | 22 383 | 32,53 | 910 | 57,27 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 18 540 | 3,02 | 754 | 22,24 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 380 279 | 7,83 | 15 458 | 27,97 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 16 216 | 24,92 | 659 | 48,42 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 26 514 | 39,13 | 1 078 | 65,18 | ||||
| 2025-08-11 | 13F | Forge Financial Services LLC | 136 255 | 6,67 | 5 567 | 27,25 | ||||
| 2025-08-14 | 13F | Clg Llc | 303 824 | 32,17 | 12 350 | 56,87 | ||||
| 2025-07-14 | 13F | Main Line Retirement Advisors, LLC | 425 787 | 8,51 | 17 308 | 28,79 | ||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 257 979 | 4,82 | 10 487 | 24,23 | ||||
| 2025-07-22 | 13F | McElhenny Sheffield Capital Management, LLC | 30 600 | 150 | ||||||
| 2025-08-04 | 13F | Spire Wealth Management | 69 139 | 1,67 | 2 810 | 20,65 | ||||
| 2025-07-15 | 13F | Charter Capital Management, LLC\DE | 152 651 | 6 205 | ||||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 54 996 | 2,49 | 2 236 | 21,67 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 1 093 942 | 1 086,15 | 44 468 | 1 308,11 | ||||
| 2025-08-15 | 13F | High Falls Advisors, Inc | 10 879 | 14,73 | 442 | 36,42 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 409 183 | 19,58 | 16 633 | 41,92 | ||||
| 2025-07-22 | 13F | Wealthcare Capital Partners, LLC | 16 521 | 119,52 | 672 | 161,09 | ||||
| 2025-08-08 | 13F | CWS Financial Advisors, LLC | 119 051 | 12,50 | 4 839 | 33,53 | ||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 7 906 | 395,05 | 321 | 494,44 | ||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 125 084 | 1,24 | 5 085 | 20,16 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 7 254 | 1,95 | 295 | 20,99 | ||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 20 528 | 55,59 | 834 | 84,92 | ||||
| 2025-08-12 | 13F/A | Cozad Asset Management Inc | 152 868 | 10,06 | 6 214 | 30,63 | ||||
| 2025-08-04 | 13F | Bridgewealth Advisory Group, LLC | 182 411 | 43,32 | 7 415 | 70,08 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 495 516 | 4,19 | 20 143 | 23,66 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 186 611 | 32,10 | 7 586 | 56,78 | ||||
| 2025-07-22 | 13F | SOL Capital Management CO | 668 065 | 1,41 | 27 | 22,73 | ||||
| 2025-07-16 | 13F | Midwest Heritage Bank, FSB | 280 082 | 18,30 | 11 385 | 40,42 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 10 234 | 37,42 | 416 | 63,14 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 5 178 | 211 | ||||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 24 691 | 12,75 | 1 004 | 33,73 | ||||
| 2025-07-08 | 13F | IAM Advisory, LLC | 345 835 | 444,01 | 14 058 | 545,75 | ||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 5 231 | 213 | ||||||
| 2025-08-12 | 13F | Titleist Asset Management, Llc | 9 590 | 0,50 | 390 | 19,33 | ||||
| 2025-07-29 | 13F | Latitude Advisors, LLC | 54 486 | 3,46 | 2 215 | 22,80 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 137 052 | 1,35 | 5 571 | 20,30 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 146 160 | 10,78 | 5 941 | 31,50 | ||||
| 2025-08-04 | 13F | Saxony Capital Management, LLC | 18 216 | 3,14 | 740 | 22,52 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 203 116 | 22,76 | 8 257 | 45,71 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 80 303 | 4,74 | 2 985 | 13,68 | ||||
| 2025-08-19 | 13F | Cim, Llc | 16 040 | 31,77 | 652 | 56,73 | ||||
| 2025-07-24 | 13F | Financial Security Advisor, Inc. | 2 116 092 | 3,27 | 86 019 | 22,57 | ||||
| 2025-07-08 | 13F | Ballew Advisors, Inc | 264 882 | 2,52 | 10 815 | 26,82 | ||||
| 2025-08-05 | 13F | Lifeworks Advisors, LLC | 27 806 | 1,46 | 1 130 | 20,47 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 415 294 | 44,47 | 16 882 | 71,47 | ||||
| 2025-08-12 | 13F | Marshall & Sterling Wealth Advisors Inc. | 2 741 | 44,80 | 111 | 73,44 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 8 464 909 | 8,83 | 344 099 | 29,17 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 22 655 | 921 | ||||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 411 088 | 1,04 | 16 711 | 19,92 | ||||
| 2025-07-17 | 13F | Investment Advisory Services Inc /tx /adv | 48 585 | 17,40 | 1 975 | 39,31 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 6 768 | 275 | ||||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 11 033 | 448 | ||||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 2 032 202 | 1,21 | 82 975 | 20,65 | ||||
| 2025-08-04 | 13F | Hicks Capital Management Llc | 10 175 | 414 | ||||||
| 2025-08-08 | 13F | Security Financial Services, INC. | 7 551 | 307 | ||||||
| 2025-08-04 | 13F | Coign Capital Advisors LLC | 228 586 | 9 292 | ||||||
| 2025-08-14 | 13F | Challenger Wealth Management | 433 728 | 11,18 | 17 631 | 31,96 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 105 545 | 12,95 | 4 290 | 34,06 | ||||
| 2025-07-15 | 13F | Colonial River Wealth Management, LLC | 245 562 | 20,15 | 10 061 | 43,73 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 1 789 782 | 21,74 | 72 755 | 44,49 | ||||
| 2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 64 168 | 26,95 | 3 | −99,88 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 114 619 | 39,99 | 4 659 | 66,16 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 545 674 | 53,74 | 22 182 | 82,47 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 313 311 | 1 942,44 | 12 736 | 2 325,90 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 1 308 | 53 | ||||||
| 2025-07-15 | 13F | Legacy Solutions, Llc | 158 030 | 2,07 | 6 424 | 21,14 | ||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 13 428 | 2,81 | 546 | 21,92 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 62 158 | 332,67 | 2 527 | 413,41 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 12 601 | 2,92 | 512 | 22,20 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 598 921 | 230,57 | 24 346 | 289,15 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 1 196 678 | 30,04 | 49 | 54,84 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 8 500 | 346 | ||||||
| 2025-08-26 | 13F | Nautilus Advisors LLC | 34 163 | 78,00 | 1 389 | 111,26 | ||||
| 2025-08-07 | 13F | 1620 Investment Advisors, Inc. | 201 | 8 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 6 196 806 | 25,21 | 251 900 | 48,60 | ||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 165 610 | 30,52 | 7 | 50,00 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 10 226 | 2,43 | 416 | 21,70 | ||||
| 2025-07-29 | 13F | Clearview Wealth Advisors LLC | 198 550 | 7,34 | 8 071 | 27,40 | ||||
| 2025-07-21 | 13F | Financial Council Asset Management Inc | 432 606 | 1,14 | 17 585 | 20,04 | ||||
| 2025-07-09 | 13F | Pines Wealth Management, LLC | 34 842 | 0,41 | 1 423 | 34,28 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 141 489 | 0,91 | 5 752 | 20,06 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 34 | 1 | ||||||
| 2025-07-25 | 13F | Bill Few Associates, Inc. | 46 520 | 56,58 | 1 891 | 85,94 | ||||
| 2025-07-16 | 13F | RWM Asset Management, LLC | 124 907 | 5,81 | 5 077 | 25,58 | ||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 14 | 1 | ||||||
| 2025-08-12 | 13F | Armor Investment Advisors, LLC | 260 313 | 0,58 | 10 582 | 19,37 | ||||
| 2025-08-25 | 13F | Silverlake Wealth Management Llc | 23 983 | 6,74 | 975 | 26,66 | ||||
| 2025-08-14 | 13F | Sei Investments Co | 1 163 011 | 19,52 | 47 277 | 41,85 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 486 500 | 19 776 | ||||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 120 977 | 3,59 | 4 918 | 22,96 | ||||
| 2025-08-18 | 13F | Wellington Capital Management, Inc. | 17 451 | 1 | ||||||
| 2025-08-12 | 13F | Leigh Baldwin & Co., Llc | 102 065 | 40,80 | 4 149 | 67,12 | ||||
| 2025-08-01 | 13F | Chilton Capital Management Llc | 3 097 | 100,32 | 126 | 140,38 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 1 074 317 | 8,55 | 43 677 | 28,84 | ||||
| 2025-07-30 | 13F | Smith Thornton Advisors LLC | 184 452 | 5,85 | 7 498 | 25,62 | ||||
| 2025-07-14 | 13F | Ai Financial Services Llc | 103 408 | 11,87 | 4 204 | 32,80 | ||||
| 2025-07-16 | 13F | Swisher Financial Concepts, Inc. | 167 711 | 15,42 | 6 817 | 37,00 | ||||
| 2025-08-13 | 13F | Luminist Capital LLC | 9 | 0 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 11 867 415 | 24,39 | 482 410 | 47,63 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 54 354 | 121,33 | 2 209 | 162,66 | ||||
| 2025-08-11 | 13F | Hopwood Financial Services, Inc. | 90 538 | 15,02 | 3 680 | 36,50 | ||||
| 2025-07-21 | 13F | Warner Financial, Inc | 36 227 | 3,53 | 1 | 0,00 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 771 867 | 19,39 | 31 376 | 41,70 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 3 237 945 | 17,83 | 132 | 39,36 | ||||
| 2025-08-12 | 13F | Summit Global Investments | 21 044 | 22,86 | 1 | |||||
| 2025-07-11 | 13F | Lincoln Capital LLC | 57 854 | 2,85 | 2 352 | 28,33 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 339 826 | 35,37 | 13 814 | 60,67 | ||||
| 2025-08-06 | 13F | Carnegie Lake Advisors LLC | 13 576 | 5,40 | 1 | |||||
| 2025-07-28 | 13F | Eq Wealth Advisors, Llc | 235 442 | 15,33 | 9 571 | 36,89 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 16 197 | 44,09 | 658 | 70,91 | ||||
| 2025-07-15 | 13F | tru Independence LLC | 161 996 | 60,64 | 6 585 | 90,70 | ||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 84 | 3 | ||||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 453 874 | 160,07 | 18 450 | 208,67 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 177 | 7 | ||||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 64 398 | 11,61 | 2 618 | 32,44 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 61 891 | 57,35 | 2 516 | 86,71 | ||||
| 2025-07-23 | 13F | Trueblood Wealth Management, LLC | 34 668 | 11,59 | 1 409 | 32,42 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 81 481 | 43,08 | 3 312 | 69,85 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 30 043 695 | 31,57 | 1 221 276 | 56,15 | ||||
| 2025-08-08 | 13F | New England Capital Financial Advisors LLC | 1 442 572 | 1,46 | 58 641 | 20,43 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 398 740 | 39,82 | 16 209 | 65,95 | ||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 48 964 | 1,36 | 1 990 | 20,31 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 304 746 | 115,11 | 12 388 | 155,30 | ||||
| 2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 845 883 | 7,96 | 34 385 | 28,13 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 9 866 | 38,24 | 397 | 60,98 | ||||
| 2025-07-10 | 13F | Worth Asset Management, LLC | 4 940 | 201 | ||||||
| 2025-08-13 | 13F | Millstone Evans Group, LLC | 105 | 4 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-17 | 13F | Eclectic Associates Inc /adv | 657 431 | 12,72 | 26 724 | 33,79 | ||||
| 2025-07-22 | 13F | Accel Wealth Management | 52 502 | 20,99 | 2 134 | 43,61 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 36 574 | 15,12 | 1 487 | 36,58 | ||||
| 2025-07-15 | 13F | Norden Group Llc | 24 362 | 0,77 | 990 | 19,71 | ||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 300 | 12 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 4 591 124 | 38,17 | 185 715 | 62,95 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 83 453 | 9,76 | 3 392 | 30,26 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 233 197 | 10,05 | 9 479 | 28,58 | ||||
| 2025-07-16 | 13F | Signature Resources Capital Management, LLC | 65 294 | 2,34 | 2 654 | 21,46 | ||||
| 2025-07-30 | 13F | Prosperity Financial Group, Inc. | 6 525 | 4,50 | 265 | 24,41 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 12 940 | 65,71 | 526 | 97,00 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 27 851 | 11,75 | 1 132 | 32,71 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 252 436 | 204,50 | 10 262 | 261,43 | ||||
| 2025-07-17 | 13F | Venture Visionary Partners LLC | 44 083 | 143,40 | 1 792 | 188,87 | ||||
| 2025-07-11 | 13F | AA Financial Advisors, LLC | 200 152 | 1,79 | 8 136 | 20,82 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 16 826 | 89,93 | 684 | 125,41 | ||||
| 2025-08-06 | 13F | Souders Financial Advisors | 364 518 | 10,04 | 14 818 | 30,59 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 247 893 | 19,32 | 10 077 | 41,62 | ||||
| 2025-08-05 | 13F | Carson Advisory Inc. | 6 127 | 1,85 | 249 | 20,87 | ||||
| 2025-07-15 | 13F | James J. Burns & Company, LLC | 6 128 | 249 | ||||||
| 2025-07-30 | 13F | BlueChip Wealth Advisors LLC | 145 662 | 0,84 | 5 921 | 19,69 | ||||
| 2025-07-15 | 13F | Oxinas Partners Wealth Management LLC | 16 232 | 1,44 | 660 | 20,26 | ||||
| 2025-08-11 | 13F | Core Wealth Partners LLC | 6 220 | 253 | ||||||
| 2025-08-12 | 13F | Richmond Investment Services, LLC | 22 261 | 905 | ||||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 122 909 | 17,53 | 4 996 | 39,51 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 4 919 729 | 17,79 | 199 833 | 39,69 | ||||
| 2025-07-17 | 13F | Genesis Private Wealth, Llc | 208 799 | 2,61 | 8 488 | 21,78 | ||||
| 2025-07-23 | 13F | Seamount Financial Group Inc | 53 230 | 33,10 | 2 164 | 58,00 | ||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 18 654 | 8,87 | 758 | 29,35 | ||||
| 2025-07-23 | 13F | Tcfg Wealth Management, Llc | 9 940 | 404 | ||||||
| 2025-07-28 | 13F | JGP Wealth Management, LLC | 5 540 | 225 | ||||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 1 317 | 218,12 | 54 | 278,57 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 82 298 | 421,67 | 3 345 | 519,44 | ||||
| 2025-07-15 | 13F | Hartmann Taylor Wealth Management, LLC | 324 452 | 15,21 | 13 189 | 36,73 | ||||
| 2025-08-13 | 13F | Haverford Trust Co | 671 563 | 2,41 | 27 299 | 21,56 | ||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 10 264 | 417 | ||||||
| 2025-08-06 | 13F | Convergence Financial, LLC | 61 792 | 1,20 | 2 512 | 20,09 | ||||
| 2025-07-11 | 13F | Kingstone Capital Partners Texas, LLC | 28 640 | 1 | ||||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 12 245 | 65,21 | 498 | 96,44 | ||||
| 2025-08-13 | 13F | Kuhn & Co Investment Counsel | 122 740 | 11,49 | 4 989 | 32,33 | ||||
| 2025-08-13 | 13F | M Holdings Securities, Inc. | 17 513 | 1 | ||||||
| 2025-08-12 | 13F | PKS Advisory Services, LLC | 50 355 | 20,95 | 2 047 | 43,58 | ||||
| 2025-08-13 | 13F | Banco de Sabadell, S.A | 1 162 | 0 | ||||||
| 2025-07-16 | 13F/A | CX Institutional | 1 589 | 14,40 | 0 | |||||
| 2025-08-14 | 13F | Acas, Llc | 285 443 | 4,93 | 12 100 | 26,28 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 1 622 271 | 9,32 | 65 946 | 29,75 | ||||
| 2025-07-23 | 13F | Castle Rock Wealth Management, LLC | 5 617 | 233 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 250 997 | 10 203 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 2 079 960 | 13,77 | 84 550 | 35,03 | ||||
| 2025-07-15 | 13F | Lynch & Associates/in | 31 213 | 20,51 | 1 269 | 42,95 | ||||
| 2025-04-30 | 13F | J Hagan Capital, Inc. | 18 786 | 698 | ||||||
| 2025-08-15 | 13F | Lantern Wealth Advisors, LLC | 9 394 | 382 | ||||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 138 143 | 17,91 | 5 616 | 39,96 | ||||
| 2025-07-22 | 13F | Oak Hill Wealth Advisors, Llc | 24 917 | 26,06 | 1 009 | 49,26 | ||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 81 978 | 0,14 | 3 332 | 18,87 | ||||
| 2025-07-21 | 13F | Triad Wealth Partners, LLC | 6 831 | 278 | ||||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 14 | 1 | ||||||
| 2025-08-12 | 13F | Barnes Pettey Financial Advisors, Llc | 756 831 | 3,93 | 30 765 | 23,36 | ||||
| 2025-07-10 | 13F | Professional Financial Advisors, LLC | 31 051 | 0,88 | 1 262 | 19,73 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 1 209 719 | 16,75 | 49 175 | 38,57 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 72 775 | 0,36 | 2 958 | 19,13 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 25 103 | 15,19 | 1 | |||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 9 161 | 131,34 | 372 | 175,56 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 131 228 | 49,02 | 5 334 | 76,92 | ||||
| 2025-07-17 | 13F | Johnson Bixby & Associates, LLC | 1 324 486 | 1,83 | 53 840 | 20,86 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 65 500 | 2 663 | ||||||
| 2025-07-24 | 13F | Reuter James Wealth Management, Llc | 18 634 | 15,86 | 757 | 37,64 | ||||
| 2025-07-30 | 13F | IMG Wealth Management, Inc. | 112 047 | 9,78 | 4 555 | 30,30 | ||||
| 2025-08-04 | 13F | WNY Asset Management, LLC | 2 070 237 | 1,22 | 84 155 | 20,13 | ||||
| 2025-08-07 | 13F | PFG Advisors | 413 340 | 13,01 | 16 802 | 34,14 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 66 761 | 176,67 | 2 715 | 228,57 | ||||
| 2025-08-13 | 13F | RIA Advisory Group LLC | 14 333 | 4,01 | 583 | 23,57 | ||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 380 100 | 15 451 | ||||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 513 604 | 2,57 | 20 878 | 21,74 | ||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 107 956 | 28,31 | 4 388 | 52,31 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 99 094 | 79,69 | 4 028 | 113,35 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 1 151 | 13,62 | 47 | 35,29 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 331 794 | 27,42 | 13 487 | 51,23 | ||||
| 2025-07-11 | 13F | Lantz Financial LLC | 95 277 | 2,54 | 3 873 | 21,68 | ||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 34 793 | 0,68 | 1 414 | 19,53 | ||||
| 2025-08-14 | 13F | Harmony Asset Management Llc | 19 015 | 4,24 | 773 | 23,72 | ||||
| 2025-07-17 | 13F | Nicholson Meyer Capital Management, Inc. | 97 670 | 188,63 | 3 970 | 242,83 | ||||
| 2025-07-11 | 13F | Trinity Wealth Management, LLC | 39 035 | 121,31 | 1 587 | 162,58 | ||||
| 2025-08-12 | 13F | Investments & Financial Planning, LLC | 263 134 | 5,75 | 10 696 | 25,53 | ||||
| 2025-08-13 | 13F | Strategic Family Wealth Counselors, L.L.C. | 275 852 | 0,30 | 11 213 | 19,03 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 506 074 | 6,83 | 20 572 | 26,79 | ||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 9 964 | 405 | ||||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 17 145 | 36,07 | 697 | 61,48 | ||||
| 2025-08-08 | 13F | Sittner & Nelson, Llc | 26 907 | 19,90 | 1 094 | 42,32 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 375 397 | 19,42 | 15 260 | 41,73 | ||||
| 2025-07-09 | 13F | Beacon Financial Group | 247 108 | 28,18 | 10 045 | 52,11 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 6 897 | 1,86 | 280 | 21,21 | ||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 30 135 | 14,14 | 1 225 | 35,40 | ||||
| 2025-07-16 | 13F | Crown Wealth Group, LLC | 5 658 | 230 | ||||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 168 372 | 35,46 | 7 | 50,00 | ||||
| 2025-08-14 | 13F | Keystone Financial Services, LLC | 16 056 | 12,06 | 653 | 33,06 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 277 003 | 27,99 | 11 559 | 55,95 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 181 105 | 12,06 | 7 326 | 32,15 | ||||
| 2025-07-08 | 13F | Adamsbrown Wealth Consultants Llc | 1 029 371 | 12,21 | 41 844 | 33,17 | ||||
| 2025-07-09 | 13F | Sapient Capital Llc | 5 125 | 208 | ||||||
| 2025-07-25 | 13F | Transcendent Capital Group LLC | 73 063 | 3,50 | 2 970 | 22,88 | ||||
| 2025-07-23 | 13F | Steel Peak Wealth Management LLC | 23 907 | 3,60 | 972 | 22,91 | ||||
| 2025-09-09 | 13F | NWF Advisory Services Inc. | 119 935 | 24,17 | 4 875 | 47,37 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 19 818 | 10,19 | 806 | 30,68 | ||||
| 2025-07-16 | 13F | Owen LaRue, LLC | 62 686 | 61,53 | 2 548 | 91,72 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 30 323 | 4,66 | 1 233 | 24,19 | ||||
| 2025-08-14 | 13F | Comerica Bank | 40 779 | 29,43 | 1 658 | 53,57 | ||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 1 266 | 51 | ||||||
| 2025-08-06 | 13F | New Millennium Group LLC | 0 | 0 | ||||||
| 2025-07-22 | 13F | Olistico Wealth, LLC | 131 219 | 14,61 | 5 334 | 36,04 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 5 966 | 0 | ||||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 164 724 | 18,02 | 6 696 | 40,08 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 11 478 224 | 0,64 | 466 590 | 19,44 | ||||
| 2025-08-13 | 13F | Keystone Financial Group | 25 189 | 45,87 | 1 024 | 73,10 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 78 865 | 124,32 | 3 206 | 166,20 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 126 676 | 34,84 | 5 149 | 60,06 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 155 285 | 41,74 | 6 312 | 68,23 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 17 354 | 12,94 | 705 | 34,03 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 840 284 | 3,44 | 34 158 | 13,13 | ||||
| 2025-05-15 | 13F | National Wealth Management Group, LLC | 21 811 | 10,95 | 747 | 2,33 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 3 262 607 | 16,49 | 133 | 38,95 | ||||
| 2025-07-09 | 13F | Fiduciary Alliance LLC | 39 432 | 1 603 | ||||||
| 2025-08-14 | 13F | Operose Advisors LLC | 3 100 | 126 | ||||||
| 2025-07-09 | 13F | Fermata Advisors, LLC | 42 475 | 5,57 | 1 727 | 25,25 | ||||
| 2025-08-01 | 13F | Signature Wealth Management Group | 16 339 | 2,30 | 664 | 21,39 | ||||
| 2025-08-14 | 13F | Betterment LLC | 10 640 | 20,06 | 0 | |||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 25 098 | 0,63 | 1 020 | 19,44 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 109 556 | 25,77 | 3 752 | 15,91 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 4 450 735 | 21,16 | 180 923 | 43,80 | ||||
| 2025-07-30 | 13F | Bleakley Financial Group, LLC | 145 947 | 1,37 | 5 933 | 20,32 | ||||
| 2025-07-31 | 13F | Richards, Merrill & Peterson, Inc. | 41 810 | 8,46 | 1 700 | 28,71 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 12 435 851 | 6,49 | 506 | 26,57 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 188 912 | 24,94 | 7 679 | 48,30 | ||||
| 2025-08-14 | 13F | Herold Advisors, Inc. | 9 033 | 367 | ||||||
| 2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 439 321 | 70,77 | 17 858 | 102,68 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 57 645 | 2,56 | 2 | 100,00 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 66 | 0 | ||||||
| 2025-07-09 | 13F | Fjell Capital, LLC | 63 697 | 2,90 | 2 589 | 22,12 | ||||
| 2025-07-22 | 13F | Confluence Wealth Services, Inc. | 950 466 | 3,87 | 38 636 | 26,75 | ||||
| 2025-07-24 | 13F | Blue Zone Wealth Advisors, LLC | 10 038 | 13,13 | 408 | 34,65 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 65 101 | 2 646 | ||||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 229 590 | 4,52 | 9 333 | 24,05 | ||||
| 2025-07-25 | 13F | M.e. Allison & Co., Inc. | 133 793 | 33,98 | 5 439 | 59,01 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 232 410 | 39,84 | 9 692 | 68,04 | ||||
| 2025-07-22 | 13F | Ergawealth Advisors, Inc. | 635 729 | 4,44 | 25 842 | 23,96 | ||||
| 2025-07-16 | 13F | Magnus Financial Group LLC | 113 674 | 12,18 | 4 621 | 33,14 | ||||
| 2025-08-12 | 13F | Entruity Wealth, LLC | 100 524 | 10,86 | 4 086 | 31,59 | ||||
| 2025-08-14 | 13F | Obsidian Personal Planning Solutions LLC | 226 782 | 2,80 | 9 219 | 19,93 | ||||
| 2025-07-22 | 13F/A | Duncan Williams Asset Management, LLC | 6 496 | 3,75 | 264 | 23,36 | ||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 135 281 | 68,88 | 5 | 150,00 | ||||
| 2025-07-28 | 13F | Holistic Planning, LLC | 25 154 | 3,52 | 1 023 | 22,84 | ||||
| 2025-08-07 | 13F | Nwam Llc | 20 963 | 3,01 | 873 | 25,29 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 747 006 | 52,90 | 30 366 | 81,47 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 79 791 | 29,77 | 3 244 | 54,06 | ||||
| 2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 8 960 | 364 | ||||||
| 2025-07-24 | 13F | rebel Financial LLC | 241 232 | 9 806 | ||||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 20 941 | 5,56 | 851 | 25,33 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 30 860 | 80,80 | 1 254 | 114,73 | ||||
| 2025-08-13 | 13F | Vermillion & White Wealth Management Group, LLC | 4 093 | 4,39 | 166 | 23,88 | ||||
| 2025-08-13 | 13F | Fi3 FINANCIAL ADVISORS, LLC | 6 338 | 258 | ||||||
| 2025-07-01 | 13F | Kera Capital Partners, Inc. | 179 443 | 28,56 | 7 294 | 52,59 | ||||
| 2025-07-18 | 13F | Vicus Capital | 13 652 | 555 | ||||||
| 2025-07-15 | 13F | Cora Capital Advisors Llc | 9 932 | 52,47 | 404 | 80,72 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 6 000 | 84,62 | 244 | 118,92 | ||||
| 2025-08-27 | 13F | Cypress Capital Advisors, LLC | 147 851 | 19,85 | 6 010 | 42,25 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 147 489 | 14,93 | 5 995 | 36,41 | ||||
| 2025-07-24 | 13F | Endeavor Private Wealth, Inc. | 56 111 | 33,87 | 2 281 | 58,89 | ||||
| 2025-08-12 | 13F | RiverFront Investment Group, LLC | 15 009 | 38,08 | 610 | 63,98 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 583 425 | 37,66 | 23 716 | 63,39 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 5 470 | 222 | ||||||
| 2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 128 090 | 2,46 | 5 207 | 12,05 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 107 562 | 78,56 | 4 372 | 111,92 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 3 877 | 62,35 | 158 | 93,83 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 10 446 012 | 28,98 | 424 630 | 53,08 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 10 407 693 | 14,69 | 423 073 | 36,12 | ||||
| 2025-07-16 | 13F | Octavia Wealth Advisors, LLC | 16 184 | 0,41 | 658 | 19,02 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 807 | 33 | ||||||
| 2025-07-23 | 13F | Armstrong, Fleming & Moore, Inc | 50 413 | 2 049 | ||||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 1 905 | 77 | ||||||
| 2025-08-08 | 13F | Creative Planning | 27 418 | 9,74 | 1 115 | 30,29 | ||||
| 2025-08-27 | 13F | Tribridge Partners Financial LLC | 513 617 | 21 | ||||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 15 765 | 11,57 | 641 | 32,51 | ||||
| 2025-07-14 | 13F | BetterWealth, LLC | 201 118 | 7,62 | 8 175 | 27,73 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 16 246 | 62,92 | 660 | 93,55 |
