Statistik Asas
| Pemilik Institusi | 195 total, 195 long only, 0 short only, 0 long/short - change of 2.62% MRQ |
| Purata Peruntukan Portfolio | 0.1501 % - change of 38.91% MRQ |
| Saham Institusi (Panjang) | 54,763,278 (ex 13D/G) - change of 5.12MM shares 10.32% MRQ |
| Nilai Institusi (Panjang) | $ 1,244,458 USD ($1000) |
Pemilikan Institusi dan Pemegang Saham
Invesco Exchange-Traded Fund Trust II - Invesco RAFI Emerging Markets ETF (US:PXH) telah 195 pemilik institusi dan pemegang saham yang telah memfailkan borang 13D/G atau 13F dengan Suruhanjaya Bursa Sekuriti (SEC). Institusi ini memegang sejumlah 54,763,278 saham. Pemegang saham terbesar termasuk Charles Schwab Investment Management Inc, Itau Unibanco Holding S.A., Fmr Llc, Ameriprise Financial Inc, Bank Of America Corp /de/, Victory Capital Management Inc, Invesco Ltd., USCRX - Cornerstone Moderately Aggressive Fund, Morgan Stanley, and LPL Financial LLC .
Invesco Exchange-Traded Fund Trust II - Invesco RAFI Emerging Markets ETF (ARCA:PXH) 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 24.60 / share. Previously, on September 6, 2024, the share price was 20.02 / share. This represents an increase of 22.88% 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 13D/G
Kami membentangkan pemfailan 13D/G secara berasingan daripada pemfailan 13F kerana layanan yang berbeza oleh SEC. Pemfailan 13D/G boleh difailkan oleh kumpulan pelabur (dengan satu peneraju), manakala pemfailan 13F tidak boleh. Ini mengakibatkan situasi di mana pelabur yang boleh memfailkan 13D/G melaporkan satu nilai untuk jumlah saham (mewakili semua saham yang dimiliki oleh kumpulan pelabur), tetapi kemudian memfailkan 13F dengan melaporkan nilai yang berbeza untuk jumlah saham (mewakili sepenuhnya saham mereka sendiri. pemilikan). Ini bermakna pemilikan saham pemfailan 13D/G dan pemfailan 13F selalunya tidak dapat dibandingkan secara langsung, jadi kami membentangkannya secara berasingan.
Nota: Mulai 16 Mei 2021, kami tidak lagi menunjukkan pemilik yang tidak memfailkan 13D/G pada tahun lepas. Sebelum ini, kami telah menunjukkan sejarah penuh pemfailan 13D/G. Secara umum, entiti yang dikehendaki memfailkan pemfailan 13D/G mesti memfailkan sekurang-kurangnya setiap tahun sebelum menyerahkan pemfailan penutup. Walau bagaimanapun, dana kadangkala keluar dari jawatan tanpa menyerahkan pemfailan penutup (iaitu, ia ditamatkan), jadi memaparkan sejarah penuh kadangkala boleh mengakibatkan kekeliruan tentang pemilikan semasa. Untuk mengelakkan kekeliruan, kini kami hanya menunjukkan pemilik "semasa" - iaitu - pemilik yang telah memfailkan pada tahun lepas.
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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.
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| Tarikh Fail | Sumber | Pelabur | Jenis | Purata Harga (Ang) |
Saham | ΔSaham (%) |
Nilai Dilaporkan ($1000) |
Δ Nilai (%) |
Peruntukan Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-04-21 | 13F | Ronald Blue Trust, Inc. | 0 | -100.00 | 0 | |||||
| 2025-05-02 | 13F | United Community Bank | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Blair William & Co/il | 681 | 0.59 | 16 | 7.14 | ||||
| 2025-08-13 | 13F | Sepio Capital, LP | 87,212 | 0.01 | 2,040 | 7.60 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 26,771 | 626 | ||||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Eastern Bank | 70 | 0.00 | 2 | 0.00 | ||||
| 2025-07-22 | 13F | Three Bridge Wealth Advisors, LLC | 8,643 | 202 | ||||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 2,096 | 0.43 | 49 | 8.89 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 7,474 | 0.00 | 175 | 7.41 | ||||
| 2025-07-23 | 13F | Godsey & Gibb Associates | 541 | 13 | ||||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 14,226 | 0.10 | 333 | 7.79 | ||||
| 2025-07-23 | 13F | RMG Wealth Management LLC | 1,705 | 41 | ||||||
| 2025-07-28 | 13F | Aries Wealth Management | 204,934 | -1.79 | 4,793 | 5.67 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 82,512 | -11.32 | 1,930 | -4.60 | ||||
| 2025-05-22 | 13F | Mattson Financial Services, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 7,913 | 0.27 | 185 | 8.19 | ||||
| 2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 16,906 | -1.01 | 395 | 6.47 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 2 | 0.00 | 0 | |||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 57 | 0.00 | 1 | 0.00 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 22,096 | 0.00 | 517 | 7.50 | ||||
| 2025-07-24 | 13F | Lmcg Investments, Llc | 103,445 | 32.13 | 2,420 | 42.13 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 750 | 117.39 | 18 | 142.86 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | 2 | 0 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 356 | 0.00 | 8 | 14.29 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 2,015 | 47 | ||||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 2 | 0 | ||||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 40 | 1 | ||||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 9 | 125.00 | 0 | |||||
| 2025-04-23 | 13F | Alpine Bank Wealth Management | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Red Tortoise LLC | 28,093 | 0.63 | 657 | 8.42 | ||||
| 2025-05-09 | 13F | Atria Wealth Solutions, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | Abound Wealth Management | 154 | 4 | ||||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 57,960 | 191.21 | 1,356 | 213.66 | ||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | Put | 0 | -100.00 | 0 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 1,044,058 | 2.29 | 24,421 | 10.06 | ||||
| 2025-08-01 | 13F | MorganRosel Wealth Management, LLC | 748 | 0.00 | 17 | 6.25 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 507,868 | 733.28 | 11,879 | 796.53 | ||||
| 2025-05-15 | 13F | Asset Allocation Strategies LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Comerica Bank | 3,840 | 61.01 | 90 | 74.51 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 743,516 | 1.72 | 17,390 | 9.44 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 504 | 25,100.00 | 12 | |||||
| 2025-07-31 | 13F | Trademark Financial Management, LLC | 37,307 | 7.43 | 873 | 15.65 | ||||
| 2025-08-06 | 13F | Paladin Advisory Group, LLC | 433 | 10 | ||||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 21,512 | -14.83 | 503 | -8.38 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 38,515 | 2.48 | 901 | 10.16 | ||||
| 2025-07-17 | 13F | Charles Schwab Trust Co | 78,742 | 6.01 | 1,842 | 14.06 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 6,372 | 0.19 | 0 | |||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 9,404 | -4.93 | 220 | 1.86 | ||||
| 2025-07-17 | 13F | KWB Wealth | 88,509 | -20.16 | 1,924 | -15.24 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 150 | 0.00 | 4 | 0.00 | ||||
| 2025-08-11 | 13F | Bell Investment Advisors, Inc | 330 | 8 | ||||||
| 2025-05-12 | 13F | Kohmann Bosshard Financial Services, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 16,746 | 17.80 | 392 | 26.54 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 23,679 | -19.89 | 554 | -13.86 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 40,516 | 6.99 | 948 | 15.07 | ||||
| 2025-08-28 | NP | RNCOX - RiverNorth Core Opportunity Fund Class R | 55,600 | 0.00 | 1,300 | 7.62 | ||||
| 2025-08-13 | 13F | Custom Index Systems, Llc | 91,016 | 130.12 | 2,129 | 147.73 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 5 | -28.57 | 0 | |||||
| 2025-08-07 | 13F | Evoke Wealth, Llc | 12,020 | 281 | ||||||
| 2025-07-14 | 13F | Toth Financial Advisory Corp | 465 | 11 | ||||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 80,754 | -3.48 | 1,889 | 3.85 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 4,160 | 0.00 | 0 | |||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 609 | 0.00 | 14 | 7.69 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 2 | -99.96 | 0 | -100.00 | ||||
| 2025-08-07 | 13F | Rathbone Brothers plc | 32,180 | 0.00 | 753 | 7.58 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 75,627 | -65.32 | 1,769 | -62.70 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 8,524 | 28.57 | 199 | 39.16 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Foster & Motley Inc | 155,611 | -6.62 | 4 | 0.00 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 212,390 | -44.85 | 4,968 | -40.66 | ||||
| 2025-07-25 | NP | USBSX - Cornerstone Moderate Fund | 528,518 | -23.03 | 11,728 | -20.60 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 11 | 0 | ||||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 9,278 | -94.65 | 217 | -93.34 | ||||
| 2025-08-11 | 13F | Pin Oak Investment Advisors Inc | 144 | 0 | ||||||
| 2025-07-16 | 13F | Paragon Capital Management Ltd | 13,083 | 0.00 | 306 | 7.75 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 144 | 0.00 | 3 | 0.00 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 445 | -0.22 | 10 | 11.11 | ||||
| 2025-08-14 | 13F | Daiwa Securities Group Inc. | 935,500 | 22.21 | 22 | 31.25 | ||||
| 2025-08-04 | 13F | Virtus Family Office LLC | 140,030 | 3,275 | ||||||
| 2025-08-12 | 13F | Running Point Capital Advisors, LLC | 21 | 0.00 | 0 | |||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 9,586 | 0.02 | 224 | 7.69 | ||||
| 2025-07-07 | 13F | Versant Capital Management, Inc | 2,077 | 144.64 | 49 | 166.67 | ||||
| 2025-08-12 | 13F | Bokf, Na | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 32,840 | -2.61 | 768 | 4.77 | ||||
| 2025-07-14 | 13F | Signature Securities Group Corporation | 15,779 | 1.35 | 369 | 9.17 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 2,513 | -0.48 | 59 | 7.41 | ||||
| 2025-08-14 | 13F | UBS Group AG | 522,188 | 39.77 | 12,214 | 50.37 | ||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 5,334 | 0.00 | 125 | 7.83 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 195,013 | -10.25 | 4,561 | -3.43 | ||||
| 2025-08-14 | 13F | C M Bidwell & Associates Ltd | 1,821 | 0.00 | 43 | 7.69 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-11 | 13F | FSA Wealth Management LLC | 124 | 0.00 | 3 | 0.00 | ||||
| 2025-07-25 | NP | USCRX - Cornerstone Moderately Aggressive Fund | 1,301,165 | -15.48 | 28,873 | -12.81 | ||||
| 2025-07-30 | 13F | Drive Wealth Management, Llc | 66,036 | 0.31 | 1,545 | 7.90 | ||||
| 2025-07-31 | 13F | Kathleen S. Wright Associates Inc. | 505 | 0.00 | 12 | 10.00 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 199,913 | 2.41 | 4,676 | 10.18 | ||||
| 2025-08-13 | 13F | Marshall Wace, Llp | 225,495 | 1,107.79 | 5,274 | 1,202.22 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 10,643 | 9.55 | 249 | 17.54 | ||||
| 2025-07-09 | 13F | Westmount Partners, LLC | 20,107 | 0.00 | 470 | 7.55 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 9,305 | -8.40 | 218 | -1.36 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Cwm, Llc | 4,320 | -1.77 | 0 | |||||
| 2025-07-16 | 13F | ORG Partners LLC | 54,017 | 1,267 | ||||||
| 2025-07-29 | 13F | Private Trust Co Na | 1,711 | -2.23 | 40 | 5.26 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 60,540 | 8.00 | 1,416 | 16.26 | ||||
| 2025-07-31 | 13F/A | Avion Wealth | 240 | 0.00 | 0 | |||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 312 | 7 | ||||||
| 2025-07-14 | 13F | Hoey Investments, Inc | 1 | 0 | ||||||
| 2025-09-03 | 13F | American Trust | 12,925 | 302 | ||||||
| 2025-07-29 | 13F | Cidel Asset Management Inc | 550,560 | 6.18 | 12,878 | 14.24 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 709,567 | 29.96 | 16,597 | 39.81 | ||||
| 2025-07-16 | 13F | Kathmere Capital Management, LLC | 116,415 | -0.92 | 2,723 | 6.58 | ||||
| 2025-08-12 | 13F | Accredited Wealth Management, LLC | 201 | 5 | ||||||
| 2025-07-07 | 13F | Salem Investment Counselors Inc | 0 | -100.00 | 0 | |||||
| 2025-07-08 | 13F | Lowe Wealth Advisors, LLC | 53,229 | 0.38 | 1,245 | 8.07 | ||||
| 2025-08-08 | 13F | Crossmark Global Holdings, Inc. | 80,353 | -9.29 | 1,879 | -2.34 | ||||
| 2025-07-22 | 13F | Net Worth Advisory Group | 28,963 | 0.29 | 677 | 7.97 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 51 | -81.59 | 1 | -83.33 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 3,641 | -30.20 | 85 | -24.78 | ||||
| 2025-07-14 | 13F | Farmers & Merchants Investments Inc | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Highline Wealth Partners Llc | 6 | 100.00 | 0 | |||||
| 2025-08-08 | 13F | Creative Planning | 91,615 | -0.40 | 2,143 | 7.15 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 262 | 0.38 | 6 | 20.00 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 257,387 | 6.76 | 6,020 | 14.86 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 217,283 | -11.07 | 4,724 | -5.60 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 203 | 0.00 | 5 | 0.00 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 12,588 | -17.20 | 0 | |||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 135,762 | -53.52 | 3,218 | -49.31 | ||||
| 2025-07-24 | 13F | Financial Connections Group, Inc. | 548 | 0 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 16,373 | 25.41 | 0 | |||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 175,159 | 1.02 | 4,097 | 8.68 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 1,104 | 26 | ||||||
| 2025-08-14 | 13F | Rivernorth Capital Management, Llc | 55,600 | 0.00 | 1,300 | 7.62 | ||||
| 2025-08-01 | 13F | Chilton Capital Management Llc | 380 | 0.00 | 9 | 0.00 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 804 | 0.00 | 19 | 5.88 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 312 | 0.00 | 7 | 0.00 | ||||
| 2025-08-05 | 13F | EPG Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 6,427 | 3.23 | 150 | 11.11 | ||||
| 2025-08-05 | 13F | Freestone Capital Holdings, LLC | 10,655 | -12.17 | 249 | -5.32 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 540 | 13 | ||||||
| 2025-07-25 | NP | UCMCX - Cornerstone Moderately Conservative Fund | 58,676 | -32.01 | 1,302 | -29.85 | ||||
| 2025-07-09 | 13F | Efficient Frontier Advisors LLC | 11,492 | 0.67 | 269 | 8.06 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 10,171 | 0.01 | 238 | 7.24 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | State Of Wisconsin Investment Board | 460,425 | 0.00 | 10,769 | 7.59 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 12,930 | 1,244.07 | 302 | 1,410.00 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Johnson & White Wealth Management, LLC | 269,519 | -0.04 | 6 | 20.00 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 660 | 8.91 | 15 | 25.00 | ||||
| 2025-04-29 | 13F | Raleigh Capital Management Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Maridea Wealth Management LLC | 10,763 | 4.02 | 252 | 12.05 | ||||
| 2025-08-08 | 13F | Itau Unibanco Holding S.A. | 2,925,998 | 68,439 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 50,335 | -0.28 | 1,177 | 7.29 | ||||
| 2025-07-28 | 13F | Revolve Wealth Partners, LLC | 18,217 | -7.59 | 426 | -0.47 | ||||
| 2025-05-21 | 13F/A | Geneos Wealth Management Inc. | 1,719 | 37 | ||||||
| 2025-07-10 | 13F | Global Financial Private Client, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | MCF Advisors LLC | 335 | 0.00 | 8 | 0.00 | ||||
| 2025-07-29 | 13F | Goldstein Advisors, LLC | 41,063 | 0.12 | 960 | 7.74 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 841,638 | -2.41 | 19,686 | 4.99 | ||||
| 2025-08-06 | 13F | Atlas Legacy Advisors, LLC | 212,495 | 49.42 | 4,969 | 58.50 | ||||
| 2025-08-14 | 13F | Greenline Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 17,598 | 806.18 | 412 | 878.57 | ||||
| 2025-05-09 | 13F | Wade Financial Advisory, Inc | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | MAI Capital Management | 3,308 | -30.27 | 77 | -25.24 | ||||
| 2025-08-14 | 13F | Toronto Dominion Bank | 4 | 0.00 | 0 | |||||
| 2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 2 | 0.00 | 0 | |||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 70 | -88.80 | 2 | -92.31 | ||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 1 | 0.00 | 0 | |||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 1,987,172 | -4.35 | 46,480 | 2.91 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 31,982 | -1.33 | 748 | 6.25 | ||||
| 2025-07-25 | NP | UCAGX - Cornerstone Aggressive Fund | 221,763 | -7.84 | 4,921 | -4.95 | ||||
| 2025-08-14 | 13F | Navigoe, LLC | 80 | 0 | ||||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 13,980 | 0.00 | 327 | 7.59 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 50,614 | -3.88 | 1,184 | 3.41 | ||||
| 2025-08-14 | 13F | Fiduciary Trust Co | 122,915 | 0.00 | 2,875 | 7.56 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 36 | 0.00 | 1 | |||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 585 | 0.34 | 14 | 8.33 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 959 | 0.00 | 22 | 10.00 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 1,025,147 | 1.73 | 23,978 | 9.45 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 40,861 | 12.75 | 956 | 21.35 | ||||
| 2025-08-12 | 13F | Belmont Capital, LLC | 107 | 0.00 | 3 | 0.00 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 8,167 | 2,526.05 | 191 | 3,083.33 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 2,350,046 | 8.13 | 54,974 | 16.35 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 16,161 | -1.86 | 378 | 5.59 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 24,910 | -18.03 | 583 | -11.82 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 35,082 | 2.17 | 821 | 9.92 | ||||
| 2025-04-18 | 13F | Edge Financial Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 457,575 | 15.04 | 10,703 | 23.77 | ||||
| 2025-07-09 | 13F | Sar Wealth Management Group, Llc | 15,248 | 0.37 | 357 | 7.88 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 20,760 | 0.00 | 486 | 7.54 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 70 | 0.00 | 2 | 0.00 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 5,682 | 49.92 | 133 | 60.98 | ||||
| 2025-04-29 | 13F | Callan Capital, LLC | 11,986 | 0.00 | 261 | 6.12 | ||||
| 2025-07-18 | 13F | TruNorth Capital Management, LLC | 1,613 | 0.00 | 38 | 5.71 | ||||
| 2025-05-14 | 13F | Flow Traders U.s. Llc | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 22,121 | 35.81 | 1 | |||||
| 2025-07-30 | 13F | Fairway Wealth LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 125,441 | 260.12 | 2,934 | 287.58 | ||||
| 2025-08-12 | 13F | Nemes Rush Group LLC | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | One + One Wealth Management, Llc | 176,174 | 80.74 | 4,121 | 94.43 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 2 | -99.47 | 0 | -100.00 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 4,101 | 18.42 | 96 | 26.67 | ||||
| 2025-08-08 | 13F | Austin Wealth Management, LLC | 12,385 | 20.61 | 293 | 33.94 | ||||
| 2025-08-13 | 13F | Invesco Ltd. | 1,358,402 | 11.17 | 31,773 | 19.60 | ||||
| 2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Fmr Llc | 2,895,014 | -8.85 | 67,714 | -1.93 | ||||
| 2025-05-14 | 13F | Huntington National Bank | 0 | |||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 15,580 | 19.54 | 364 | 28.62 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 29,460 | 8.63 | 689 | 16.98 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 571,395 | -0.86 | 13,365 | 6.66 | ||||
| 2025-05-01 | 13F | High Note Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Charles Schwab Investment Management Inc | 25,095,530 | 9.68 | 586,984 | 18.01 | ||||
| 2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Victory Capital Management Inc | 1,773,508 | -30.54 | 41,482 | -25.26 | ||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 47,306 | 22.42 | 1,106 | 31.67 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 105,259 | -8.73 | 2,462 | -1.79 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 8,535 | 67.09 | 200 | 79.28 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 1,281 | 26.96 | 30 | 38.10 | ||||
| 2025-07-18 | 13F | SigFig Wealth Management, LLC | 117,452 | 18.58 | 2,748 | 27.87 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 2,256 | 71.43 | 53 | 85.71 | ||||
| 2025-07-16 | 13F | Prairiewood Capital, LLC | 22,506 | -2.65 | 526 | 4.78 | ||||
| 2025-07-09 | 13F | Breakwater Capital Group | 9,074 | 212 | ||||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 408 | -77.85 | 10 | -77.50 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 3,119 | 1.66 | 73 | 16.13 |
