Statistik Asas
| Pemilik Institusi | 261 total, 261 long only, 0 short only, 0 long/short - change of 5.24% MRQ |
| Purata Peruntukan Portfolio | 0.9928 % - change of -8.94% MRQ |
| Saham Institusi (Panjang) | 205,461,187 (ex 13D/G) - change of 26.17MM shares 14.60% MRQ |
| Nilai Institusi (Panjang) | $ 4,289,089 USD ($1000) |
Pemilikan Institusi dan Pemegang Saham
Capital Group Fixed Income ETF Trust - Capital Group Core Plus Income ETF (US:CGCP) telah 261 pemilik institusi dan pemegang saham yang telah memfailkan borang 13D/G atau 13F dengan Suruhanjaya Bursa Sekuriti (SEC). Institusi ini memegang sejumlah 205,461,187 saham. Pemegang saham terbesar termasuk Capital International Investors, CGBL - Capital Group Core Balanced ETF Share Class, LPL Financial LLC, Morgan Stanley, Wells Fargo & Company/mn, Envestnet Asset Management Inc, Johnson Bixby & Associates, LLC, Cetera Investment Advisers, Northwestern Mutual Wealth Management Co, and Raymond James Financial Inc .
Capital Group Fixed Income ETF Trust - Capital Group Core Plus Income ETF (ARCA:CGCP) struktur pemilikan institusi menunjukkan kedudukan semasa dalam syarikat mengikut institusi dan dana serta perubahan terkini dalam saiz kedudukan. Pemegang saham utama boleh termasuk pelabur individu, dana amanah, dana lindung nilai atau institusi. Jadual 13D menunjukkan bahawa pelabur memegang (atau menahan) lebih daripada 5% syarikat dan berhasrat (atau berniat) untuk secara aktif meneruskan perubahan dalam strategi perniagaan. Jadual 13G menunjukkan pelaburan pasif melebihi 5%.
The share price as of September 5, 2025 is 22.79 / share. Previously, on September 9, 2024, the share price was 23.14 / share. This represents a decline of 1.51% over that period.
Skor Sentimen Dana
Skor Sentimen Dana (Skor Pengumpulan Pemilikan fka) mencari saham yang paling banyak dibeli oleh dana. Ia adalah hasil daripada model kuantitatif pelbagai faktor yang canggih yang mengenal pasti syarikat dengan tahap pengumpulan institusi tertinggi. Model pemarkahan ini menggunakan gabungan jumlah kenaikan dalam pemilik yang didedahkan, perubahan dalam peruntukan portfolio dalam pemilik tersebut dan metrik lain. Nombornya berjulat dari 0 hingga 100, dengan nombor yang lebih tinggi menunjukkan tahap pengumpulan yang lebih tinggi kepada rakannya, dan 50 adalah nombor purata.
Kekerapan Kemas Kini: Harian
Lihat Peneroka Pemilikan yang menyediakan senarai syarikat yang mempunyai kedudukan tertinggi.
Nisbah Put/Call Institusi
Selain melaporkan isu ekuiti dan hutang standard, institusi yang mempunyai lebih daripada 100MM aset di bawah pengurusan juga mesti mendedahkan pegangan opsyen jual dan beli mereka. Memandangkan opsyen jual secara amnya menunjukkan sentimen negatif, dan opsyen beli menunjukkan sentimen positif, kita boleh mendapatkan gambaran keseluruhan sentimen institusi dengan merencanakan nisbah jual kepada beli. Carta di sebelah kanan memplotkan nisbah jual/beli sejarah untuk instrumen ini.
Menggunakan Nisbah Put/Callsebagai penunjuk sentimen pelabur mengatasi salah satu kekurangan utama menggunakan jumlah pemilikan institusi, iaitu sejumlah besar aset di bawah pengurusan dilaburkan secara pasif untuk menjejaki indeks. Dana yang diurus secara pasif biasanya tidak membeli opsyen, jadi penunjuk nisbah put/call mengekori rapat sentimen dana yang diurus secara aktif.
Pemfailan 13F dan NPORT
Butiran mengenai pemfailan 13F adalah percuma. Perincian mengenai pemfailan NP memerlukan keahlian premium. Baris hijau menunjukkan kedudukan baharu. Baris merah menunjukkan kedudukan tertutup. Klik pautan ikon untuk melihat sejarah transaksi penuh.
Naik Taraf
untuk membuka data premium dan mengeksport ke Excel 
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| Tarikh Fail | Sumber | Pelabur | Jenis | Purata Harga (Ang) |
Saham | ΔSaham (%) |
Nilai Dilaporkan ($1000) |
Δ Nilai (%) |
Peruntukan Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-11 | 13F | Hexagon Capital Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Certior Financial Group, Llc | 27,449 | -1.57 | 618 | -1.44 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 2,236 | 0.00 | 50 | -2.00 | ||||
| 2025-07-22 | 13F | Wealthcare Capital Management Llc | 42,251 | 0.09 | 951 | 0.32 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 135,816 | 2.61 | 3,056 | 2.83 | ||||
| 2025-08-14 | 13F | UBS Group AG | 3,940,972 | -8.26 | 88,672 | -8.05 | ||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 751,401 | 10.74 | 16,937 | 11.19 | ||||
| 2025-05-09 | 13F | Delta Financial Group, Inc. | 17,914 | -2.39 | 0 | |||||
| 2025-07-16 | 13F | Magnus Financial Group LLC | 74,190 | 10.02 | 1,669 | 10.31 | ||||
| 2025-08-12 | 13F | XTX Topco Ltd | 11,739 | 25.30 | 264 | 25.71 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 26,783 | 603 | ||||||
| 2025-07-24 | 13F | Ridgeline Wealth Planning, LLC | 16,447 | -1.77 | 370 | -1.33 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 394,643 | 3.21 | 8,880 | 3.44 | ||||
| 2025-08-18 | 13F | Tyler-Stone Wealth Management | 48,101 | 1.14 | 1,082 | 1.41 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 87,190 | 37.29 | 1,962 | 37.61 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 29,837 | -46.67 | 671 | -46.58 | ||||
| 2025-08-07 | 13F | Cvfg Llc | 44,033 | 6.73 | 991 | 6.91 | ||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Burford Brothers, Inc. | 10,767 | -4.99 | 242 | -4.72 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 57,428 | 25.08 | 1,292 | 25.44 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 191,658 | 44.09 | 4,312 | 44.41 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 48,752 | 29.57 | 1,097 | 31.26 | ||||
| 2025-08-12 | 13F | Summit Global Investments | 9,668 | 0 | ||||||
| 2025-08-12 | 13F | Lodestone Wealth Management LLC | 220,201 | -1.64 | 4,955 | -1.41 | ||||
| 2025-07-10 | 13F | Financial Management Network Inc | 96,143 | 24.60 | 2,158 | 26.35 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 437,070 | 14.55 | 9,834 | 14.82 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 32,687 | 17.47 | 735 | 17.79 | ||||
| 2025-07-29 | 13F | Balboa Wealth Partners | 12,661 | 285 | ||||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 20,359 | -6.27 | 458 | -5.76 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 76,767 | 57.91 | 1,727 | 58.30 | ||||
| 2025-08-13 | 13F | Capital Group Private Client Services, Inc. | 122,128 | 15.23 | 2,748 | 15.47 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 1,780 | 102.27 | 40 | 110.53 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 177,883 | 79.08 | 4,002 | 79.54 | ||||
| 2025-07-17 | 13F | Sterling Investment Advisors, Ltd. | 14,175 | 18.37 | 319 | 18.66 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 2,899,033 | 533.09 | 65,408 | 537.13 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 107,741 | 0.97 | 2,424 | 1.21 | ||||
| 2025-08-11 | 13F | Forge Financial Services LLC | 120,548 | -1.64 | 2,685 | -2.44 | ||||
| 2025-07-25 | 13F | Yarger Wealth Strategies, Llc | 9,079 | 1.24 | 204 | 1.49 | ||||
| 2025-08-14 | 13F | Clg Llc | 99,046 | 5.83 | 2,229 | 6.04 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 180,221 | 4.18 | 4,055 | 4.40 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 292,485 | -17.84 | 6,571 | -17.89 | ||||
| 2025-07-10 | 13F | Kmg Fiduciary Partners, Llc | 73,022 | 5.23 | 1,643 | 5.46 | ||||
| 2025-07-14 | 13F | Main Line Retirement Advisors, LLC | 799,723 | -2.02 | 17,994 | -1.81 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 74,771 | -0.70 | 1,682 | -0.47 | ||||
| 2025-05-15 | 13F | First Manhattan Co | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Ground Swell Capital, LLC | 26,425 | 595 | ||||||
| 2025-08-08 | 13F | CWS Financial Advisors, LLC | 30,443 | 25.61 | 685 | 25.74 | ||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 48,567 | -0.50 | 1,093 | -0.09 | ||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 75,374 | 2.92 | 1,696 | 3.10 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 2,929,323 | 8.40 | 65,910 | 8.65 | ||||
| 2025-08-18 | 13F/A | Kestra Investment Management, LLC | 1,156,455 | 27.70 | 26,020 | 27.98 | ||||
| 2025-07-22 | 13F | Wealthcare Capital Partners, LLC | 24,676 | 77.93 | 555 | 78.46 | ||||
| 2025-08-14 | 13F | Tudor Financial Inc. | 14,093 | 0.22 | 317 | 0.63 | ||||
| 2025-08-13 | 13F | Wambolt & Associates, LLC | 10,628 | 239 | ||||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 320,599 | 1.64 | 7,213 | 1.86 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 50,513 | 49.51 | 1,137 | 49.87 | ||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 31,383 | 706 | ||||||
| 2025-07-21 | 13F | Investment Planning Advisors, Inc. | 841,368 | -2.80 | 18,931 | -2.58 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 5,400 | 22.03 | 122 | 22.22 | ||||
| 2025-08-04 | 13F | Bridgewealth Advisory Group, LLC | 359,069 | 542.33 | 8,079 | 544.26 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 421,487 | 225.83 | 9,483 | 226.55 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 233,083 | 19.17 | 5,244 | 19.43 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 5,392 | 102.86 | 121 | 105.08 | ||||
| 2025-07-16 | 13F | Midwest Heritage Bank, FSB | 1,010,208 | 2.95 | 22,730 | 3.18 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 1,541,135 | 4.28 | 34,676 | 4.51 | ||||
| 2025-07-08 | 13F | IAM Advisory, LLC | 1,200,730 | 3.18 | 27,016 | 3.41 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 119,937 | 16.76 | 2,699 | 17.00 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 23,717 | 5.67 | 534 | 5.96 | ||||
| 2025-08-05 | 13F | Hunter Associates Investment Management Llc | 104,318 | 12.31 | 2 | 0.00 | ||||
| 2025-07-29 | 13F | Madison Wealth Partners, Inc | 35,602 | 0.62 | 801 | 0.88 | ||||
| 2025-07-28 | 13F | Holistic Planning, LLC | 13,705 | 0.00 | 308 | 0.33 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 122,245 | -10.20 | 2,751 | -10.01 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 7,974 | 4.89 | 179 | 5.29 | ||||
| 2025-08-12 | 13F | Marshall & Sterling Wealth Advisors Inc. | 2,274 | 17.76 | 51 | 18.60 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 11,289 | 254 | ||||||
| 2025-07-24 | 13F | CarsonAllaria Wealth Management, Ltd. | 1,049 | 0.00 | 24 | 0.00 | ||||
| 2025-07-25 | 13F | Priebe Wealth Holdings LLC | 80,988 | 39.18 | 1,822 | 39.51 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 4,606,095 | 2.98 | 103,637 | 3.21 | ||||
| 2025-08-19 | 13F | Cim, Llc | 9,320 | 210 | ||||||
| 2025-05-14 | 13F | Susquehanna International Group, Llp | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 48,155 | 1,083 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 985,556 | 88.81 | 22,175 | 89.24 | ||||
| 2025-08-13 | 13F | Bernardo Wealth Planning LLC | 1,058,461 | -9.00 | 24 | -11.54 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 14,255 | 29.43 | 321 | 29.55 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 46,702 | 30.36 | 1,051 | 30.60 | ||||
| 2025-08-08 | 13F | Security Financial Services, INC. | 11,445 | 258 | ||||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 1,555,988 | 0.17 | 34,932 | 0.17 | ||||
| 2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 1,565,837 | -4.32 | 35 | -99.90 | ||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 1,082,767 | -2.85 | 24,362 | -2.64 | ||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 429,060 | 3.77 | 9,654 | 4.00 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 97,742 | -5.69 | 2,199 | -5.46 | ||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 11,203 | 0.00 | 252 | 0.40 | ||||
| 2025-04-28 | 13F | Rosenberg Matthew Hamilton | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 5,312,064 | 9.31 | 119,521 | 9.55 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 127,094 | -2.59 | 2,860 | -2.39 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 8,451 | 9.36 | 190 | 9.83 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 166,554 | 22.51 | 3,747 | 22.77 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 145,024 | 5.25 | 3,263 | 5.50 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 2,871,186 | 7.80 | 65 | 8.47 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 70,040 | -22.10 | 1,576 | -21.33 | ||||
| 2025-08-25 | 13F | Silverlake Wealth Management Llc | 73,230 | 0.83 | 1,648 | 1.04 | ||||
| 2025-07-29 | 13F | Clearview Wealth Advisors LLC | 549,551 | 3.16 | 12,365 | 3.39 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 1,540,954 | 9.19 | 34,671 | 9.43 | ||||
| 2025-04-29 | 13F | Lee Danner & Bass Inc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 81,825 | 493.71 | 1,841 | 495.79 | ||||
| 2025-07-30 | 13F | Smith Thornton Advisors LLC | 220,283 | 0.40 | 4,956 | 0.63 | ||||
| 2025-08-12 | 13F | Leigh Baldwin & Co., Llc | 169,911 | 31.64 | 3,823 | 31.93 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 20,011 | 450 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 35,690 | -33.24 | 803 | -32.52 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 209,912 | 5.01 | 4,723 | 5.26 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 1,924,689 | 1.78 | 43 | 2.38 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 58,441 | 55.20 | 1 | |||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 0 | -100.00 | 0 | |||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 4,490 | 190.24 | 101 | 197.06 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 11,646,088 | -3.04 | 262,037 | -2.82 | ||||
| 2025-07-16 | 13F | Swisher Financial Concepts, Inc. | 258,879 | 1.02 | 5,825 | 1.23 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 618 | -6.93 | 14 | -7.14 | ||||
| 2025-07-28 | 13F | Eq Wealth Advisors, Llc | 38,332 | 31.89 | 862 | 32.21 | ||||
| 2025-08-14 | 13F | Freedom Financial Partners LLC | 369,927 | 3.73 | 8,323 | 3.96 | ||||
| 2025-05-16 | 13F | Capital & Planning, Llc | 0 | -100.00 | 0 | |||||
| 2025-05-02 | 13F | Transcendent Capital Group LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | New England Capital Financial Advisors LLC | 543,893 | 8.34 | 12,238 | 8.58 | ||||
| 2025-08-08 | 13F | Condor Capital Management | 754,231 | 3.40 | 16,970 | 3.63 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 24,894 | 66.85 | 560 | 67.66 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 14,741,294 | 18.83 | 331,679 | 19.10 | ||||
| 2025-08-13 | 13F | Aspire Growth Partners LLC | 15,703 | 353 | ||||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 8,255 | 10.72 | 186 | 10.78 | ||||
| 2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 16,107 | -18.30 | 362 | -18.10 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 66,799 | 46.45 | 1,503 | 46.82 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 382,594 | 6.23 | 8,608 | 6.47 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 23,241 | 13.02 | 523 | 13.23 | ||||
| 2025-07-22 | 13F | SOL Capital Management CO | 259,928 | -8.79 | 6 | -16.67 | ||||
| 2025-08-04 | 13F | Premier Path Wealth Partners, LLC | 53,060 | 0.04 | 1,194 | 0.25 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 129 | 3 | ||||||
| 2025-08-05 | 13F | 5T Wealth, LLC | 43,852 | 21.18 | 987 | 21.43 | ||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 4,954 | 0.00 | 111 | 0.00 | ||||
| 2025-07-10 | 13F | American Financial Advisors, LLC | 21,032 | -0.89 | 473 | -0.63 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 404,483 | 9,101 | ||||||
| 2025-07-16 | 13F | ORG Partners LLC | 13,118 | 491.70 | 295 | 502.04 | ||||
| 2025-07-23 | 13F | Wise Wealth Partners | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Bleakley Financial Group, LLC | 20,204 | -9.11 | 455 | -9.02 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 14,782 | 296.30 | 0 | |||||
| 2025-08-07 | 13F | Alpha Financial Advisors, LLC | 65,004 | 0.22 | 1,463 | 0.41 | ||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 22,203 | 0.00 | 500 | 0.20 | ||||
| 2025-08-13 | 13F | BlackDiamond Wealth Management Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-17 | 13F | Venture Visionary Partners LLC | 9,488 | 213 | ||||||
| 2025-08-07 | 13F | Winch Advisory Services, LLC | 2,862 | 0.85 | 64 | 1.59 | ||||
| 2025-08-04 | 13F | Northwest Financial Advisors | 9,193 | -1.75 | 207 | -1.90 | ||||
| 2025-08-20 | NP | CGBL - Capital Group Core Balanced ETF Share Class | 26,623,160 | 28.19 | 599,021 | 28.47 | ||||
| 2025-07-09 | 13F | WealthCare Investment Partners, LLC | 22,963 | -0.37 | 516 | 1.58 | ||||
| 2025-07-11 | 13F | AA Financial Advisors, LLC | 747,854 | -0.71 | 16,827 | -0.49 | ||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 81,153 | -8.54 | 1,826 | -8.34 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 1,961,509 | -3.65 | 44,137 | -3.43 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 424,878 | 4.74 | 9,560 | 4.97 | ||||
| 2025-08-14 | 13F | Ruggaard & Associates LLC | 674,361 | 3.42 | 15,173 | 3.65 | ||||
| 2025-08-11 | 13F | Core Wealth Partners LLC | 230,007 | 58.42 | 5,175 | 58.79 | ||||
| 2025-08-12 | 13F | Richmond Investment Services, LLC | 23,369 | 526 | ||||||
| 2025-08-06 | 13F | Atlas Legacy Advisors, LLC | 16,969 | 0.00 | 382 | 0.00 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 2,027 | 46 | ||||||
| 2025-07-25 | 13F | Landmark Wealth Management, LLC | 236,887 | -1.70 | 5 | 0.00 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 283,877 | 23.79 | 6,387 | 24.07 | ||||
| 2025-07-25 | 13F | Evolution Advisers, Inc. | 80 | 0.00 | 0 | |||||
| 2025-08-06 | 13F | Convergence Financial, LLC | 484,386 | -2.04 | 10,899 | -1.83 | ||||
| 2025-07-15 | 13F | tru Independence LLC | 16,726 | 0.38 | 376 | 0.53 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 135,528 | 3,049 | ||||||
| 2025-08-11 | 13F | Inspire Advisors, LLC | 169,236 | 1.45 | 3,808 | 1.68 | ||||
| 2025-04-23 | 13F | Mascagni Wealth Management, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 14,411,181 | 4.49 | 324,252 | 4.72 | ||||
| 2025-07-17 | 13F | Johnson Bixby & Associates, LLC | 5,631,675 | 1.71 | 126,713 | 1.94 | ||||
| 2025-07-24 | 13F | Acima Private Wealth, Llc | 6,275 | 0.00 | 141 | 0.71 | ||||
| 2025-07-11 | 13F | LongView Wealth Management | 92,896 | 6.76 | 2,090 | 7.01 | ||||
| 2025-07-22 | 13F | Oak Hill Wealth Advisors, Llc | 30,667 | 685 | ||||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 11,768 | -55.94 | 265 | -55.93 | ||||
| 2025-05-09 | 13F | Thoroughbred Financial Services, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Hartmann Taylor Wealth Management, LLC | 19,400 | 70.18 | 436 | 70.98 | ||||
| 2025-07-24 | 13F | NavPoint Financial, Inc. | 559,271 | 44.46 | 12,584 | 44.78 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 9,828 | 2.08 | 221 | 2.31 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 63,588 | -11.32 | 1,431 | -11.12 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 101,908 | 12.45 | 2,293 | 12.68 | ||||
| 2025-07-21 | 13F | Capital Planning LLC | 28,254 | -73.05 | 636 | -73.01 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 11,400 | 256 | ||||||
| 2025-07-17 | 13F | Tempus Wealth Planning, LLC | 41,522 | -0.07 | 934 | 0.21 | ||||
| 2025-07-30 | 13F | Greatmark Investment Partners, Inc. | 107,480 | 17.78 | 2,418 | 18.07 | ||||
| 2025-08-04 | 13F | WNY Asset Management, LLC | 4,048,556 | 0.67 | 91,093 | 0.90 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 80,814 | -47.87 | 1,818 | -47.76 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 393,014 | 29.25 | 8,843 | 29.53 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 4,425 | 0.00 | 100 | 0.00 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 18,137 | -22.43 | 408 | -22.14 | ||||
| 2025-08-07 | 13F | PFG Advisors | 46,863 | 10.55 | 1,054 | 10.83 | ||||
| 2025-07-03 | 13F | TrueWealth Advisors, LLC | 40,298 | -6.00 | 907 | -5.82 | ||||
| 2025-07-28 | 13F | Frazier Financial Advisors, LLC | 12,694 | 0.00 | 286 | 0.35 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 256,672 | 8.20 | 5,775 | 8.45 | ||||
| 2025-07-11 | 13F | Trinity Wealth Management, LLC | 55,056 | 118.33 | 1,239 | 118.73 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 1,967,746 | -7.81 | 44,274 | -7.60 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 28,126 | 7.68 | 633 | 7.85 | ||||
| 2025-08-12 | 13F | Quadcap Wealth Management, LLC | 808,253 | 10.56 | 18,186 | 10.80 | ||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 17,502 | -25.85 | 394 | -25.71 | ||||
| 2025-07-14 | 13F | McGlone Suttner Wealth Management, Inc. | 1,302,354 | 3.67 | 29,303 | 3.90 | ||||
| 2025-04-29 | 13F | Davidson Trust Co | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Carson Advisory Inc. | 13,689 | 52.80 | 308 | 53.23 | ||||
| 2025-08-06 | 13F | Souders Financial Advisors | 2,811,977 | 4.99 | 63,269 | 5.23 | ||||
| 2025-08-13 | 13F | Strategic Family Wealth Counselors, L.L.C. | 47,927 | -19.77 | 1,078 | -19.61 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 22,311 | 9.22 | 502 | 9.63 | ||||
| 2025-07-10 | 13F | Fortress Wealth Management, Inc. | 44,486 | -6.21 | 1,001 | -6.02 | ||||
| 2025-07-15 | 13F | Financial Partners Group, Inc | 10,642 | -1.40 | 239 | -1.24 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Intergy Private Wealth, LLC | 39,837 | -1.87 | 896 | -1.65 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 44,194 | 5.66 | 994 | 5.97 | ||||
| 2025-07-23 | 13F | Seamount Financial Group Inc | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Capital International Investors | 26,791,883 | 28.57 | 602,817 | 28.86 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 123,090 | 0.98 | 2,770 | 1.21 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 176,162 | 61.92 | 4 | 50.00 | ||||
| 2025-07-08 | 13F | Adamsbrown Wealth Consultants Llc | 1,261,494 | 3.61 | 28,384 | 3.84 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 18,140 | -18.91 | 406 | -19.32 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 135,280 | 2.36 | 3,044 | 2.56 | ||||
| 2025-08-14 | 13F | Comerica Bank | 101,785 | -0.82 | 2,290 | -0.61 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 12,215 | -0.81 | 275 | -0.72 | ||||
| 2025-05-14 | 13F | Kuhn & Co Investment Counsel | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | BEAM Asset Management, LLC | 12,634 | 284 | ||||||
| 2025-04-21 | 13F | Ronald Blue Trust, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 340,967 | 31.86 | 7,672 | 32.14 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 160,559 | 51.96 | 3,613 | 52.28 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 246,400 | 9.20 | 5,529 | 9.36 | ||||
| 2025-08-15 | 13F | Asset Allocation Strategies LLC | 37,548 | -39.54 | 845 | -39.45 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 198,801 | -2.45 | 4,473 | -2.23 | ||||
| 2025-07-22 | 13F | Olistico Wealth, LLC | 6,440 | 20.46 | 145 | 20.00 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 3,702,965 | 17.02 | 83 | 16.90 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 1,758 | 0.00 | 0 | |||||
| 2025-08-04 | 13F | Assetmark, Inc | 9,837 | 221 | ||||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 8,280 | 0.13 | 186 | 0.54 | ||||
| 2025-05-15 | 13F | National Wealth Management Group, LLC | 10,631 | -0.93 | 239 | 0.00 | ||||
| 2025-07-24 | 13F | FinDec Wealth Services, Inc. | 741,825 | 0.91 | 16,691 | 1.13 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 2,318,254 | 6.63 | 52 | 8.33 | ||||
| 2025-07-09 | 13F | Fiduciary Alliance LLC | 69,337 | 1,560 | ||||||
| 2025-07-17 | 13F | Greenbush Financial Group, LLC | 357,203 | 7.54 | 8,037 | 7.78 | ||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 1,637,195 | 50.78 | 36,837 | 51.12 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 27,223 | 27.34 | 613 | 27.77 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 462,510 | 76.92 | 10,337 | 78.53 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 33,786 | 100.27 | 758 | 102.67 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 273 | 0.00 | 6 | 0.00 | ||||
| 2025-07-31 | 13F | Richards, Merrill & Peterson, Inc. | 54,651 | 33.24 | 1,230 | 33.59 | ||||
| 2025-08-05 | 13F | Flynn Zito Capital Management, Llc | 250,790 | -0.16 | 5,643 | 0.05 | ||||
| 2025-07-03 | 13F | Arvest Investments, Inc. | 1,145 | 0.00 | 26 | 0.00 | ||||
| 2025-07-09 | 13F | Breakwater Capital Group | 13,299 | 5.04 | 299 | 5.28 | ||||
| 2025-07-10 | 13F | Affiance Financial, LLC | 170,480 | 6.98 | 3,836 | 7.21 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 68,419 | -3.21 | 1,539 | -2.96 | ||||
| 2025-07-07 | 13F | Peterson Wealth Advisors, LLC | 18,835 | -2.61 | 424 | -1.17 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 1,796,177 | 29.10 | 40,306 | 29.27 | ||||
| 2025-07-22 | 13F | Confluence Wealth Services, Inc. | 1,236,582 | 5.27 | 27,823 | 7.03 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 345,341 | 131.10 | 7,770 | 131.66 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 2,194,246 | 16.68 | 49,371 | 16.94 | ||||
| 2025-08-12 | 13F | Entruity Wealth, LLC | 218,672 | 7.15 | 4,920 | 7.40 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 172,093 | 3.15 | 3,872 | 3.39 | ||||
| 2025-08-07 | 13F | Compass Financial Group, Inc. | 299,384 | -0.37 | 6,736 | -0.15 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 741,373 | 6.68 | 16,681 | 6.92 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 15,488 | -13.42 | 348 | -13.22 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 173,824 | 58.60 | 3,911 | 60.75 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 482,686 | -1.57 | 10,841 | -1.04 | ||||
| 2025-08-13 | 13F | Vermillion & White Wealth Management Group, LLC | 2,469 | 4.57 | 56 | 3.77 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 30,871 | 695 | ||||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 19,410 | 34.59 | 437 | 34.98 | ||||
| 2025-07-01 | 13F | Kera Capital Partners, Inc. | 245,081 | -1.76 | 5,514 | -1.54 | ||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 38,036 | -20.42 | 856 | -20.24 | ||||
| 2025-07-18 | 13F | Vicus Capital | 17,446 | 34.40 | 393 | 34.71 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 25,981 | 4.91 | 585 | 5.23 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 233,377 | 1.37 | 5,251 | 1.59 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 20,740 | 66.92 | 467 | 67.63 | ||||
| 2025-07-24 | 13F | Endeavor Private Wealth, Inc. | 99,251 | 29.78 | 2,233 | 30.13 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 9,305 | 209 | ||||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 271,468 | 6.01 | 6,108 | 6.26 | ||||
| 2025-08-14 | 13F | Stadion Money Management, LLC | 774,924 | -6.04 | 17,340 | -6.35 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 34,550 | -78.06 | 1 | -100.00 | ||||
| 2025-08-27 | 13F | Tribridge Partners Financial LLC | 478,431 | 11 | ||||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 7,601,504 | 44.85 | 171,034 | 45.17 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 4,979,795 | 8.13 | 112,045 | 8.37 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 94,754 | -9.25 | 2,132 | -9.05 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 7,543 | 11.01 | 170 | 11.18 | ||||
| 2025-07-30 | 13F | Studio Investment Management Llc | 193,308 | 1.89 | 4,349 | 2.11 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 3,947 | 193.68 | 89 | 193.33 |
