Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Invesco Exchange-Traded Fund Trust - Invesco RAFI US 1500 Small-Mid ETF inkluderar Modern Wealth Management, LLC, Breakwater Capital Group, Benjamin Edwards Inc, Glenmede Investment Management, LP, Aqr Capital Management Llc, Johnson Investment Counsel Inc, Congress Wealth Management LLC / DE /, Merit Financial Group, LLC, Intellus Advisors LLC, Impact Capital Partners LLC, Avidian Wealth Solutions, LLC, RMG Wealth Management LLC, Atlantic Union Bankshares Corp, Harbor Asset Planning, Inc., FFOX - FundX Future Fund Opportunities ETF, Hantz Financial Services, Inc., Mogy Joel R Investment Counsel Inc, Skopos Labs, Inc., Crewe Advisors LLC, och Private Wealth Management Group, 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.
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| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | GWM Advisors LLC | 929 | 22,56 | 38 | 32,14 | ||||
| 2025-07-30 | 13F | Arbor Investment Advisors, LLC | 898 927 | 1,57 | 36 559 | 9,12 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 6 960 | 0,20 | 283 | 8,02 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 2 425 | 155,26 | 99 | 180,00 | ||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 391 | 0,26 | 16 | 7,14 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 1 732 | 66,54 | 66 | 51,16 | ||||
| 2025-07-24 | 13F | Financial Connections Group, Inc. | 85 | 0 | ||||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 4 675 | 0,54 | 190 | 7,95 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 9 752 | 2,91 | 369 | −6,35 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 20 614 | 1,36 | 838 | 8,83 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 125 512 | 1,92 | 5 105 | 9,48 | ||||
| 2025-07-23 | 13F | RMG Wealth Management LLC | 2 858 | 120 | ||||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 6 461 | 10,50 | 263 | 18,55 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 1 158 308 | 6,87 | 47 108 | 14,80 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 53 048 | 2 157 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-14 | 13F | Abound Wealth Management | 911 | 0,22 | 37 | 8,82 | ||||
| 2025-07-17 | 13F | Johnson & White Wealth Management, LLC | 231 883 | 1,00 | 9 | 12,50 | ||||
| 2025-07-10 | 13F | Mogy Joel R Investment Counsel Inc | 485 | 20 | ||||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 41 166 | 15,79 | 1 763 | 33,86 | ||||
| 2025-08-12 | 13F | Waddell & Associates, Llc | 18 725 | 7,30 | 762 | 15,30 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 5 390 | 219 | ||||||
| 2025-08-13 | 13F | Northern Trust Corp | 16 455 | 74,50 | 669 | 87,39 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 258 427 | 1,83 | 11 | 11,11 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 265 330 | 3 737,02 | 10 791 | 4 034,10 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 3 835 | 99,74 | 156 | 115,28 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 16 602 | 13,81 | 675 | 22,28 | ||||
| 2025-07-17 | 13F | Charles Schwab Trust Co | 120 064 | 67,05 | 4 883 | 79,46 | ||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 1 624 | 38,92 | 66 | 50,00 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 13 846 | 47,86 | 563 | 59,04 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 15 372 | 5,27 | 625 | 13,22 | ||||
| 2025-08-11 | 13F | Bell Investment Advisors, Inc | 35 954 | 370,60 | 1 462 | 405,88 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 6 967 | 283 | ||||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 8 745 | 50,13 | 0 | |||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 275 | 11 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 31 978 | 4,87 | 1 301 | 12,65 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 217 953 | 4,02 | 8 864 | 11,75 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 3 776 | 36,12 | 154 | 33,04 | ||||
| 2025-07-09 | 13F | Efficient Frontier Advisors LLC | 7 762 | 0,26 | 328 | 5,13 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 4 640 | 29,03 | 189 | 38,24 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 7 665 | 14,30 | 0 | |||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 16 025 | 25,17 | 652 | 34,50 | ||||
| 2025-08-18 | 13F | Pacific Center for Financial Services | 20 612 | 0,11 | 838 | 7,57 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 131 896 | 0,92 | 5 364 | 8,41 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 5 299 | 216 | ||||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 1 587 | 65 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 1 574 | 61,27 | 64 | 72,97 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 13 106 | 1 804,94 | 533 | 393,52 | ||||
| 2025-07-29 | 13F | Private Wealth Management Group, LLC | 183 | 7 | ||||||
| 2025-07-31 | 13F | Whipplewood Advisors, LLC | 29 964 | 71 242,86 | 1 219 | 17,12 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 5 908 | 27,77 | 240 | 37,14 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 39 395 | 26,87 | 1 602 | 36,34 | ||||
| 2025-08-05 | 13F | Aviance Capital Partners, LLC | 10 172 | 0,04 | 414 | 7,55 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 14 878 | 91,92 | 605 | 106,48 | ||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 254 551 | 58,75 | 10 353 | 70,54 | ||||
| 2025-07-22 | 13F | Three Bridge Wealth Advisors, LLC | 246 465 | 28,06 | 10 024 | 37,57 | ||||
| 2025-07-14 | 13F | Sound Stewardship, LLC | 78 085 | 2,79 | 3 176 | 10,43 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 5 493 | 21,39 | 223 | 30,41 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1 034 412 | 1,28 | 42 070 | 8,80 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 1 323 | 32,96 | 54 | 43,24 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 11 402 | 0,04 | 464 | 7,42 | ||||
| 2025-07-25 | 13F | Lion Street Advisors, LLC | 31 426 | 19,04 | 1 278 | 27,93 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 18 568 | 755 | ||||||
| 2025-07-08 | 13F | Advance Capital Management, Inc. | 13 503 | 0,24 | 549 | 7,86 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 16 261 | 4,76 | 661 | 12,61 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 4 961 | 202 | ||||||
| 2025-08-07 | 13F | PFG Advisors | 48 364 | 11,94 | 1 967 | 20,24 | ||||
| 2025-07-15 | 13F | Traction Financial Partners, LLC | 103 613 | 0,59 | 4 214 | 8,05 | ||||
| 2025-07-15 | 13F | Sightline Wealth Advisors, LLC | 5 796 | 0,26 | 236 | 7,80 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 41 892 | 2,50 | 1 738 | 12,28 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 254 886 | 1,70 | 10 366 | 9,25 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 1 799 | 47,70 | 73 | 58,70 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 839 499 | 15,37 | 34 143 | 23,93 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 515 | 0 | ||||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 22 770 | 298,98 | 926 | 328,70 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 94 787 | 3,31 | 3 855 | 10,97 | ||||
| 2025-08-14 | 13F | Bragg Financial Advisors, Inc | 10 910 | 20,42 | 444 | 29,15 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 131 922 | 1,63 | 5 365 | 9,18 | ||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 682 516 | 1,77 | 27 758 | 9,33 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 592 | 463,81 | 24 | 700,00 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 11 661 | 474 | ||||||
| 2025-07-09 | 13F | GSG Advisors LLC | 39 749 | 0,11 | 1 617 | 13,24 | ||||
| 2025-07-16 | 13F | Prairiewood Capital, LLC | 9 994 | 0,87 | 406 | 8,27 | ||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 14 628 | 0,18 | 554 | −8,90 | ||||
| 2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 5 485 | 223 | ||||||
| 2025-07-15 | 13F | North Star Investment Management Corp. | 241 | 0,42 | 10 | 0,00 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 238 | 10 | ||||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 250 | 10 | ||||||
| 2025-07-08 | 13F | Rise Advisors, LLC | 169 | 0,60 | 7 | 0,00 | ||||
| 2025-07-29 | 13F | BKD Wealth Advisors, LLC | 27 797 | 0,03 | 1 131 | 7,41 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 1 732 | 70 | ||||||
| 2025-08-12 | 13F | Intellus Advisors LLC | 5 165 | 210 | ||||||
| 2025-07-15 | 13F | Verum Partners LLC | 146 392 | 96,24 | 5 954 | 110,80 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 543 852 | 7,50 | 22 118 | 15,47 | ||||
| 2025-07-31 | 13F | GenTrust, LLC | 5 005 | 204 | ||||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 2 648 | 17,01 | 108 | 25,88 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 31 461 | 45,92 | 1 279 | 56,55 | ||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 13 178 | 0,02 | 536 | 7,43 | ||||
| 2025-07-09 | 13F | Breakwater Capital Group | 51 579 | 2 098 | ||||||
| 2025-08-27 | NP | FFOX - FundX Future Fund Opportunities ETF | 1 350 | 55 | ||||||
| 2025-07-23 | 13F | Sachetta, LLC | 1 098 | 0,27 | 45 | 7,32 | ||||
| 2025-08-13 | 13F | M Holdings Securities, Inc. | 27 390 | 1 | ||||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 297 148 | 0,58 | 12 085 | 8,05 | ||||
| 2025-07-02 | 13F | Boston Standard Wealth Management, LLC | 44 623 | 8,17 | 1 815 | 15,38 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 12 200 | 496 | ||||||
| 2025-07-18 | 13F | Impact Capital Partners LLC | 5 039 | 205 | ||||||
| 2025-07-31 | 13F | Brighton Jones Llc | 25 811 | 6,26 | 1 050 | 14,15 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 1 564 | 0,06 | 64 | −3,08 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 8 170 | 0,09 | 332 | 7,44 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 167 645 | 2,66 | 6 818 | 10,29 | ||||
| 2025-07-28 | 13F | Arlington Financial Advisors, LLC | 164 608 | 1,88 | 6 695 | 9,43 | ||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 10 925 | 444 | ||||||
| 2025-08-05 | 13F | Huntington National Bank | 85 | 7,59 |
