Estatísticas Básicas
| Proprietários Institucionais | 212 total, 212 long only, 0 short only, 0 long/short - change of 5.15% MRQ |
| Alocação Média no Portfólio | 0.1754 % - change of 24.81% MRQ |
| Ações Institucionais (Longas) | 6,487,137 (ex 13D/G) - change of 1.05MM shares 19.93% MRQ |
| Valor Institucional (Longa) | $ 402,612 USD ($1000) |
Propriedade Institucional e Acionistas
Invesco Exchange-Traded Fund Trust II - Invesco S&P Global Water Index ETF (MX:CGW) tem 212 proprietários e acionistas institucionais que enviaram os formulários 13D/G ou 13F para a Comissão de Valores Mobiliários (SEC). Essas instituições possuem um total de 6,487,137 ações. Os maiores acionistas incluem Morgan Stanley, Conservest Capital Advisors, Inc., UBS Group AG, Bank Of America Corp /de/, Weatherly Asset Management L. P., 1832 Asset Management L.P., Cetera Investment Advisers, Ameriprise Financial Inc, Wells Fargo & Company/mn, and LPL Financial LLC .
Invesco Exchange-Traded Fund Trust II - Invesco S&P Global Water Index ETF (BMV:CGW) a estrutura de propriedade institucional mostra as posições atuais na empresa por instituições e fundos, bem como as últimas mudanças no tamanho da posição. Os principais acionistas podem incluir investidores individuais, fundos mútuos, fundos de cobertura ou instituições. O Schedule 13D indica que o investidor possui (ou possuía) mais de 5% da empresa e pretende (ou pretendia) buscar ativamente uma mudança na estratégia de negócios. O Schedule 13G indica um investimento passivo de mais de 5%.
Pontuação do Sentimento do Fundo
A Pontuação do Sentimento do Fundo (anteriormente conhecida como Pontuação de Acumulação de Propriedade) identifica as ações que estão sendo mais compradas pelos fundos. É o resultado de um modelo quantitativo sofisticado e multifatorial que identifica empresas com os maiores níveis de acumulação institucional. O modelo de pontuação utiliza uma combinação do aumento total em proprietários divulgados, as mudanças nas alocações de portfólio desses proprietários e outras métricas. O número varia de 0 a 100, com números mais altos indicando um nível maior de acumulação em relação aos seus pares, sendo 50 a média.
Frequência de Atualização: Diariamente
Veja o Explorador de Propriedade, que fornece uma lista das empresas com melhor classificação.
AI+ Ask Fintel’s AI assistant about Invesco Exchange-Traded Fund Trust II - Invesco S&P Global Water Index ETF.
Select a question to share a public post with an AI-crafted answer.
Thinking of good questions…
Arquivamentos 13F e NPORT
Detalhes sobre Formulários 13F são gratuitos. Detalhes sobre Formulários NP requerem uma assinatura premium. Linhas verdes indicam novas posições. Linhas vermelhas indicam posições fechadas. Clique no ícone de link para ver o histórico completo de transações.
Atualize
para desbloquear dados premium e exportar para Excel 
.
| Data do Arquivo | Fonte | Investidor | Tipo | Preço Médio (Est) |
Ações | Δ Ações (%) |
Valor Reportado (US$1000) |
Δ Valor (%) |
Aloc. de Portf. (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 111,748 | -0.96 | 7 | 0.00 | ||||
| 2026-05-15 | 13F | Resources Management Corp /ct/ /adv | 500 | 0.00 | 0 | |||||
| 2026-05-13 | 13F | Scotia Capital Inc. | 6,451 | 0.00 | 412 | 1.48 | ||||
| 2026-02-05 | 13F | Wealth Advisory Team LLC | 14,984 | -14.35 | 944 | -13.63 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 122,847 | 20.01 | 7,855 | 21.77 | ||||
| 2026-05-15 | 13F | Rothschild Capital Partners, LLC | 5,213 | 0.00 | 333 | 1.52 | ||||
| 2026-05-06 | 13F | VSM Wealth Advisory, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 2,711 | -46.40 | 173 | -45.60 | ||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 5,872 | -1.36 | 375 | 0.00 | ||||
| 2026-01-15 | 13F | Polianta Ltd | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-05-08 | 13F | Blair William & Co/il | 2,944 | 0.10 | 188 | 1.62 | ||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 17,394 | -0.75 | 1,112 | 0.72 | ||||
| 2026-05-11 | 13F | Mark Sheptoff Financial Planning, Llc | 100 | -50.00 | 6 | -50.00 | ||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 1,000 | 0.00 | 64 | 0.00 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 9,238 | 3.14 | 591 | 4.61 | ||||
| 2026-05-11 | 13F | REAP Financial Group, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 109 | 0.00 | 7 | 0.00 | ||||
| 2026-05-15 | 13F | GWM Advisors LLC | 0 | -100.00 | 0 | |||||
| 2026-02-17 | 13F | Glenmede Trust Co Na | 0 | -100.00 | 0 | |||||
| 2026-05-06 | 13F | Assetmark, Inc | 130 | 0.00 | 8 | 0.00 | ||||
| 2026-02-19 | 13F | CI Private Wealth, LLC | 7,185 | 2.92 | 453 | 0.89 | ||||
| 2026-04-06 | 13F | Rosenberg Matthew Hamilton | 410 | -0.24 | 26 | 4.00 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 111,447 | 17.42 | 7,126 | 19.15 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 2,618 | 7.16 | 167 | |||||
| 2026-05-15 | 13F | Morgan Stanley | 951,131 | 4.57 | 60,815 | 6.11 | ||||
| 2026-05-15 | 13F | Intesa Sanpaolo Wealth Management | 1,672 | 0.00 | 107 | 0.95 | ||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 37,304 | 4.37 | 2,385 | 5.91 | ||||
| 2026-04-28 | 13F | Whittier Trust Co Of Nevada Inc | 2,570 | -7.55 | 166 | -6.74 | ||||
| 2026-04-14 | 13F | Tradewinds Capital Management, LLC | 36 | 0.00 | 2 | 0.00 | ||||
| 2026-04-21 | 13F | Pflug Koory, LLC | 100 | 0.00 | 6 | 0.00 | ||||
| 2026-04-17 | 13F | Hanson & Doremus Investment Management | 534 | 0.00 | 0 | |||||
| 2026-05-12 | 13F | TD Waterhouse Canada Inc. | 2,500 | -39.36 | 161 | -37.84 | ||||
| 2026-04-23 | 13F | Accurate Wealth Management, LLC | 3,260 | 0.00 | 218 | 3.81 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 741 | 31.15 | 47 | 34.29 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 35,184 | 9.49 | 2,195 | 8.40 | ||||
| 2026-05-07 | 13F | Pacific Sun Financial Corp | 0 | -100.00 | 0 | |||||
| 2026-04-28 | 13F | Golden State Equity Partners | 59 | 4 | ||||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 8,920 | 4.36 | 576 | 6.88 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 7,062 | 0.41 | 445 | -1.55 | ||||
| 2026-04-06 | 13F | CX Institutional | 0 | -100.00 | 0 | |||||
| 2026-05-14 | 13F | Northern Trust Corp | 20,300 | 5.18 | 1,298 | 6.66 | ||||
| 2026-02-12 | 13F | Grey Fox Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 29,378 | 2.75 | 1,878 | 4.28 | ||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 15,269 | -0.02 | 976 | 1.46 | ||||
| 2026-05-07 | 13F | Lowe Brockenbrough & Co Inc | 1,000 | 0.00 | 64 | 0.00 | ||||
| 2026-05-15 | 13F | Fiduciary Trust Co | 62,705 | -10.90 | 4,009 | -9.59 | ||||
| 2026-02-13 | 13F | Mill Creek Capital Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-13 | 13F | Lido Advisors, LLC | 3,800 | 19.27 | 243 | 20.30 | ||||
| 2026-05-15 | 13F | Manufacturers Life Insurance Company, The | 25,049 | 14,810.12 | 1,602 | 26,583.33 | ||||
| 2026-04-27 | 13F | Exencial Wealth Advisors, Llc | 7,778 | 2.97 | 497 | 4.63 | ||||
| 2026-01-16 | 13F | Crowley Wealth Management, Inc. | 0 | -100.00 | 0 | |||||
| 2026-05-05 | 13F | Gould Asset Management Llc /ca/ | 5,300 | 5.89 | 339 | 7.30 | ||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 250 | 0.00 | 16 | -6.25 | ||||
| 2026-05-12 | 13F | Alaethes Wealth LLC | 3,497 | 0.00 | 224 | 1.36 | ||||
| 2026-05-11 | 13F/A | First Affirmative Financial Network | 5,980 | -47.79 | 382 | -48.03 | ||||
| 2026-05-15 | 13F | Widmann Financial Services, Inc. | 16,744 | 1.06 | 1,071 | 2.59 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 15,677 | -3.83 | 1,002 | -2.43 | ||||
| 2026-04-20 | 13F | Longview Financial Advisors LLC | 1,070 | 0.00 | 68 | 1.49 | ||||
| 2026-05-14 | 13F | Hilltop Holdings Inc. | 17,207 | 1,100 | ||||||
| 2026-05-08 | 13F | Fortis Group Advisors, LLC | 244 | 0.00 | 16 | 0.00 | ||||
| 2026-04-16 | 13F | Diversified Trust Co | 9,700 | -7.62 | 620 | -6.20 | ||||
| 2026-04-22 | 13F | Phoenix Wealth Advisors | 14,718 | 941 | ||||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 3,547 | 6.10 | 227 | 7.62 | ||||
| 2026-04-22 | 13F | Joel Isaacson & Co., LLC | 4,000 | 0.00 | 256 | 1.19 | ||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 6,483 | 0.62 | 409 | -1.21 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 1,713 | 110 | ||||||
| 2026-05-05 | 13F | LFA - Lugano Financial Advisors SA | 4,994 | 142.07 | 319 | 147.29 | ||||
| 2026-04-29 | 13F | Duncker Streett & Co Inc | 56 | 0.00 | 4 | 0.00 | ||||
| 2026-05-07 | 13F | Koss-Olinger Consulting, LLC | 39,347 | 0.24 | 2,516 | 1.70 | ||||
| 2026-05-15 | 13F | AlphaCore Capital LLC | 100 | 0.00 | 6 | 0.00 | ||||
| 2026-05-12 | 13F | Bnp Paribas Arbitrage, Sa | 37,295 | 0.00 | 2,385 | 1.49 | ||||
| 2026-04-15 | 13F | Trust Point Inc. | 5,612 | 0.00 | 359 | 1.42 | ||||
| 2026-05-15 | 13F | Flow Traders U.s. Llc | 58,066 | 242.01 | 4 | 200.00 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 27 | 0.00 | 2 | 0.00 | ||||
| 2026-04-06 | 13F | Washington Trust Advisors, Inc. | 4,679 | 0.00 | 299 | 1.70 | ||||
| 2026-05-12 | 13F | Creative Planning | 7,504 | -1.48 | 480 | 0.00 | ||||
| 2026-04-13 | 13F | Mather Group, Llc. | 886 | 57 | ||||||
| 2026-04-28 | 13F | LGT Financial Advisors LLC | 500 | 0.00 | 32 | 0.00 | ||||
| 2026-05-08 | 13F | Mosaic Financial Group, Llc | 7,919 | 0.00 | 1 | |||||
| 2026-05-12 | 13F | Chesapeake Asset Management Llc | 295 | 0.00 | 19 | 0.00 | ||||
| 2026-04-28 | 13F | Stratos Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-09 | 13F | Baron Financial Group, LLC | 83,237 | -1.83 | 5,322 | -0.37 | ||||
| 2026-02-17 | 13F | Perritt Capital Management Inc | 0 | -100.00 | 0 | |||||
| 2026-04-21 | 13F | Grimes & Company, Inc. | 57,468 | -2.04 | 3,674 | -0.60 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 32,751 | 28.72 | 2,094 | 30.63 | ||||
| 2026-02-17 | 13F | MGB Wealth Management, LLC | 3,262 | 0.37 | 206 | -1.44 | ||||
| 2026-04-08 | 13F | Miracle Mile Advisors, LLC | 7,500 | -13.95 | 480 | -12.75 | ||||
| 2026-05-07 | 13F | Beta Wealth Group, Inc. | 6,915 | 1.63 | 442 | 3.27 | ||||
| 2026-02-09 | 13F | Avalon Trust Co | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-05-06 | 13F | Dunhill Financial, LLC | 0 | -100.00 | 0 | |||||
| 2026-01-16 | 13F | Trust Co Of Vermont | 425 | 0.00 | 27 | -3.70 | ||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 3,151 | 201 | ||||||
| 2026-05-14 | 13F | Legacy Bridge, LLC | 500 | 0.00 | 32 | 0.00 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 2,700 | 0.26 | 173 | 1.78 | ||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 9,334 | -49.11 | 597 | -48.40 | ||||
| 2026-05-12 | 13F | Tiaa-cref Individual & Institutional Services, Llc | 9,000 | 575 | ||||||
| 2026-04-27 | 13F | PFG Investments, LLC | 4,382 | 8.63 | 280 | 10.24 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 7,648 | -1.91 | 0 | |||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 64,341 | 1.11 | 4,114 | 2.62 | ||||
| 2026-02-12 | 13F | Hrt Financial Lp | 0 | -100.00 | 0 | |||||
| 2026-04-02 | 13F | Ares Financial Consulting, LLC | 171 | 0.00 | 11 | 10.00 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 174,565 | 3.18 | 11,162 | 4.70 | ||||
| 2026-04-15 | 13F | Weatherly Asset Management L. P. | 402,922 | -0.02 | 25,763 | 1.45 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 4,542 | 41.01 | 290 | 43.56 | ||||
| 2026-04-09 | 13F | DHJJ Financial Advisors, Ltd. | 191 | 0.00 | 12 | 0.00 | ||||
| 2026-05-08 | 13F | Addison Advisors LLC | 101,097 | -1.20 | 6,464 | 0.26 | ||||
| 2026-04-08 | 13F | DiNuzzo Private Wealth, Inc. | 201 | 0.00 | 13 | 0.00 | ||||
| 2026-04-28 | 13F | Flagship Harbor Advisors, Llc | 0 | -100.00 | 0 | |||||
| 2026-04-24 | 13F | Lynx Investment Advisory | 25,903 | 0.00 | 1,656 | 1.47 | ||||
| 2026-05-15 | 13F | National Bank Of Canada /fi/ | 61,881 | 16.14 | 3,943 | 17.70 | ||||
| 2026-05-13 | 13F | Lantern Wealth Advisors, LLC | 5,100 | 0.00 | 326 | 1.56 | ||||
| 2026-05-12 | 13F | Great Diamond Partners, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | Fmr Llc | 12,342 | 3.32 | 789 | 4.92 | ||||
| 2026-04-22 | 13F | Smallwood Wealth Investment Management, LLC | 400 | -0.50 | 26 | 0.00 | ||||
| 2026-05-01 | 13F | Monetary Solutions, Ltd | 1,253 | 0.00 | 80 | 2.56 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 137,759 | 0.64 | 8,808 | 2.12 | ||||
| 2026-04-27 | 13F | New England Capital Financial Advisors LLC | 973 | 0.00 | 62 | 1.64 | ||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 2,507 | 17.04 | 162 | 20.15 | ||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 1,145 | 0.00 | 73 | 1.39 | ||||
| 2026-05-04 | 13F | Bleakley Financial Group, LLC | 65,605 | -2.74 | 4,195 | -1.32 | ||||
| 2026-05-29 | 13F | Keel Point, LLC | 7,486 | 0.00 | 479 | 1.49 | ||||
| 2026-04-22 | 13F | Spire Wealth Management | 50 | 0.00 | 3 | 0.00 | ||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 5,125 | 0.00 | 328 | 1.55 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 92,118 | 0.66 | 5,804 | 115,980.00 | ||||
| 2026-04-23 | 13F | Harbor Investment Advisory, Llc | 150 | 0.00 | 10 | 0.00 | ||||
| 2026-05-08 | 13F | United Financial Planning Group LLC | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | Empowered Funds, LLC | 41,868 | 2,677 | ||||||
| 2026-05-04 | 13F | Conservest Capital Advisors, Inc. | 498,177 | -1.78 | 31,853 | -0.33 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 3,865 | 1,134.82 | 247 | 1,200.00 | ||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 40 | 0.00 | 3 | 0.00 | ||||
| 2026-01-29 | 13F | Comerica Bank | 12,854 | -2.87 | 810 | -4.82 | ||||
| 2026-05-14 | 13F | Cambria Investment Management, L.P. | 41,868 | -6.99 | 2,677 | -5.61 | ||||
| 2026-04-15 | 13F | Nations Financial Group Inc, /ia/ /adv | 5,634 | 0.00 | 360 | 1.41 | ||||
| 2026-04-27 | 13F | Meramec Financial Planners, LLC | 4,502 | -33.42 | 296 | -34.51 | ||||
| 2026-04-21 | 13F | Mesirow Financial Investment Management, Inc. | 3,408 | 218 | ||||||
| 2026-04-30 | 13F | Sequoia Financial Advisors, LLC | 9,523 | 0.00 | 609 | 1.33 | ||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 11,026 | 3,241.21 | 705 | 3,420.00 | ||||
| 2026-04-27 | 13F | Td Private Client Wealth Llc | 1,633 | 41.02 | 104 | 44.44 | ||||
| 2026-05-05 | 13F | UBS Group AG | 488,128 | 9.89 | 31,211 | 11.51 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 8,175 | 9.69 | 513 | 9.38 | ||||
| 2026-04-09 | 13F | Allodium Investment Consultants, LLC | 15,884 | -3.19 | 1,016 | -1.74 | ||||
| 2026-02-12 | 13F | Wealthspire Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 10,517 | 5.10 | 678 | 5.45 | ||||
| 2026-05-11 | 13F | Fourth Dimension Wealth, LLC | 288 | 0.00 | 18 | 0.00 | ||||
| 2026-05-11 | 13F | Sittner & Nelson, Llc | 170 | 0.00 | 11 | -9.09 | ||||
| 2026-02-06 | 13F | Tortoise Investment Management, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-01 | 13F | Concord Wealth Partners | 3,647 | -12.44 | 233 | -11.07 | ||||
| 2026-05-12 | 13F | CIBC Bancorp USA Inc. | 7,199 | 2.36 | 460 | 2.00 | ||||
| 2026-04-28 | 13F | Golden State Wealth Management, LLC | 189 | -24.40 | 12 | -20.00 | ||||
| 2026-05-11 | 13F | Founders Financial Alliance, LLC | 184 | 0.00 | 12 | 0.00 | ||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 162,586 | 5.39 | 10,403 | 7.04 | ||||
| 2026-04-30 | 13F | Millstone Evans Group, LLC | 241 | 0.00 | 15 | 0.00 | ||||
| 2026-05-04 | 13F | 1 North Wealth Services Llc | 31,991 | 3.20 | 2,046 | 4.71 | ||||
| 2026-04-08 | 13F | Castle Rock Wealth Management, LLC | 5,197 | 0.00 | 335 | -2.34 | ||||
| 2026-04-15 | 13F | Cranbrook Wealth Management, LLC | 156 | 10 | ||||||
| 2026-05-15 | 13F | Qube Research & Technologies Ltd | 40 | -43.66 | 3 | -50.00 | ||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 12,317 | 0.36 | 788 | 1.81 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 84,768 | 2.09 | 5,420 | 3.59 | ||||
| 2026-05-13 | 13F | Transcend Wealth Collective, Llc | 3,175 | 0.00 | 203 | 1.00 | ||||
| 2026-04-09 | 13F | Key Client Fiduciary Advisors, LLC | 6,146 | 0.00 | 393 | 1.29 | ||||
| 2026-05-04 | 13F | Glassman Wealth Services | 2,934 | 0.00 | 188 | 1.63 | ||||
| 2026-05-01 | 13F | Johnson Investment Counsel Inc | 0 | -100.00 | 0 | |||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 49,652 | 58.43 | 3,175 | 60.79 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 13,416 | -4.53 | 846 | -4.52 | ||||
| 2026-04-20 | 13F | Segment Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 31,158 | 1,992 | ||||||
| 2026-05-08 | 13F | Middleton & Co Inc/ma | 8,418 | 0.00 | 538 | 1.51 | ||||
| 2026-05-15 | 13F | NCM Capital Management, LLC | 4,259 | -4.49 | 272 | -2.86 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 10,438 | -10.96 | 667 | -9.62 | ||||
| 2026-05-13 | 13F | Heritage Wealth Advisors | 2,924 | 187 | ||||||
| 2026-05-13 | 13F | Balanced Rock Investment Advisor | 11,532 | 3.31 | 737 | 4.84 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 159 | 10 | ||||||
| 2026-04-07 | 13F | Carolina Wealth Advisors, LLC | 395 | 0.00 | 25 | 4.17 | ||||
| 2026-04-23 | 13F | Comprehensive Money Management Services LLC | 15,851 | -3.79 | 1,014 | -2.41 | ||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 508 | 0.00 | 32 | 0.00 | ||||
| 2026-05-14 | 13F | EP Wealth Advisors, Inc. | 3,386 | 0.00 | 217 | 1.41 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 480,777 | 8.11 | 30,741 | 9.71 | ||||
| 2026-04-17 | 13F | Vermillion Wealth Management, Inc. | 1,025 | 0.00 | 66 | 1.56 | ||||
| 2026-04-24 | 13F | Key FInancial Inc | 30 | 0.00 | 2 | 0.00 | ||||
| 2026-05-14 | 13F | VestGen Advisors, LLC | 6,534 | 0.37 | 415 | 1.22 | ||||
| 2026-02-06 | 13F | GPS Wealth Strategies Group, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-14 | 13F | Allworth Financial LP | 223 | 14 | ||||||
| 2026-04-28 | 13F | Whittier Trust Co | 406 | 0.00 | 26 | 0.00 | ||||
| 2026-04-23 | 13F | North Star Investment Management Corp. | 2,071 | 0.00 | 132 | 1.54 | ||||
| 2026-04-13 | 13F | Trust Co | 8 | 1 | ||||||
| 2026-05-04 | 13F | Sigma Planning Corp | 6,254 | 0.00 | 400 | 1.27 | ||||
| 2026-05-06 | 13F | Ritter Daniher Financial Advisory LLC / DE | 160 | 0.00 | 10 | 0.00 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 120,441 | 2.15 | 7,701 | 3.66 | ||||
| 2026-02-06 | 13F | Cullen/frost Bankers, Inc. | 0 | -100.00 | 0 | |||||
| 2026-01-16 | 13F | Ronald Blue Trust, Inc. | 0 | -100.00 | 0 | |||||
| 2026-04-24 | 13F | United Community Bank | 1,275 | -13.56 | 82 | -11.96 | ||||
| 2026-05-08 | 13F | Comprehensive Financial Consultants Institutional, Inc. | 4,502 | 0.00 | 288 | 1.41 | ||||
| 2026-05-13 | 13F | Federation des caisses Desjardins du Quebec | 519 | 0.00 | 33 | 3.13 | ||||
| 2026-04-20 | 13F | Apella Capital, LLC | 16,067 | -3.65 | 1,065 | 1.33 | ||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 5,622 | 30.68 | 359 | 31.50 | ||||
| 2026-05-04 | 13F | Nwam Llc | 4,073 | 260 | ||||||
| 2026-04-28 | 13F | Meridian Investment Counsel Inc. | 5,900 | 0.00 | 377 | 1.62 | ||||
| 2026-05-12 | 13F | Tiaa Trust, National Association | 0 | -100.00 | 0 | |||||
| 2026-05-14 | 13F | Evoke Wealth, Llc | 19,493 | 0.00 | 1,246 | 1.47 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 32,375 | 18.76 | 2,070 | 20.56 | ||||
| 2026-01-05 | 13F | Park Avenue Securities Llc | 0 | -100.00 | 0 | |||||
| 2026-01-12 | 13F | Sax Wealth Advisors, Llc | 0 | -100.00 | 0 | |||||
| 2026-05-06 | 13F | Meridian Wealth Management, LLC | 22,042 | 5.76 | 1,409 | 7.31 | ||||
| 2026-05-13 | 13F | NFP Retirement, Inc. | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | NorthRock Partners, LLC | 8,966 | 0.85 | 573 | 2.32 | ||||
| 2026-02-13 | 13F | Motiv8 Investments LLC | 220 | 0 | ||||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 157,894 | -0.67 | 10,096 | 0.79 | ||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 3,263 | 0.00 | 209 | 1.46 | ||||
| 2026-04-30 | 13F | LRI Investments, LLC | 4,835 | 0.00 | 309 | 1.64 | ||||
| 2026-05-05 | 13F | Atria Investments Llc | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | Cullen Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-14 | 13F | 1832 Asset Management L.P. | 343,468 | 1.76 | 21,961 | 3.26 | ||||
| 2026-01-20 | 13F | American National Bank | 0 | -100.00 | 0 | |||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 295 | 0.00 | 19 | 0.00 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 18,804 | -28.73 | 1,202 | -27.68 | ||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 4,441 | 2.30 | 284 | 15.51 | ||||
| 2026-05-14 | 13F | Fca Corp /tx | 53,005 | 2.49 | 3,389 | 4.02 | ||||
| 2026-05-14 | 13F | Bernard Wealth Management Corp. | 1,454 | 0.00 | 93 | 1.10 | ||||
| 2026-05-15 | 13F | Summit Financial, LLC | 3,795 | 243 | ||||||
| 2026-05-05 | 13F | Napier Financial, LLC | 13 | 1 | ||||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 653 | -53.72 | 42 | -53.41 | ||||
| 2026-05-11 | 13F | Financial Perspectives, Inc | 7,009 | 0.36 | 448 | 1.82 | ||||
| 2026-04-23 | 13F | Prism Advisors, Inc. | 20,991 | 0.00 | 1,342 | 1.51 | ||||
| 2026-05-04 | 13F | Greenspring Advisors, LLC | 4,234 | 0.00 | 271 | 1.50 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 60,023 | 0.55 | 3,838 | 2.05 | ||||
| 2026-05-11 | 13F | Sage Mountain Advisors LLC | 147 | 0.00 | 9 | 0.00 | ||||
| 2026-04-06 | 13F | Versant Capital Management, Inc | 1,266 | 0.00 | 81 | 1.27 | ||||
| 2026-05-14 | 13F | Retiremitten Financial Llc | 166 | 11 | ||||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 1,921 | 20.06 | 123 | 22.00 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 52,234 | 3,340 | ||||||
| 2026-04-16 | 13F | Mendota Financial Group, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-29 | 13F/A | Salem Investment Counselors Inc | 1,321 | 84 | ||||||
| 2026-05-11 | 13F | Citigroup Inc | 5,323 | 68.18 | 340 | 70.85 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 4,037 | -53.22 | 258 | -52.49 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 14,354 | 856.93 | 918 | 875.53 | ||||
| 2026-05-08 | 13F | Twin Peaks Wealth Advisors, LLC | 319 | 20 | ||||||
| 2026-01-14 | 13F | ORG Partners LLC | 58 | 0.00 | 4 | 0.00 | ||||
| 2026-05-15 | 13F | Cape Investment Advisory, Inc. | 0 | -100.00 | 0 | |||||
| 2026-02-20 | 13F | Kovitz Investment Group Partners, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-12 | 13F | Rsm Us Wealth Management Llc | 3,443 | -2.35 | 220 | -1.79 | ||||
| 2026-03-12 | 13F | Nalls Sherbakoff Group, Llc | 5,491 | 1.91 | 346 | 21.05 | ||||
| 2026-04-22 | 13F | TPG Advisors LLC | 7,095 | -0.13 | 454 | 1.34 | ||||
| 2026-04-30 | 13F | Costello Asset Management, INC | 134 | 0.00 | 9 | 0.00 | ||||
| 2026-05-13 | 13F | BlackRock, Inc. | 8,571 | 574.88 | 548 | 1,041.67 | ||||
| 2026-04-13 | 13F | Wolff Wiese Magana Llc | 265 | 69.87 | 17 | 77.78 | ||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 12,336 | 41.81 | 789 | 43.80 | ||||
| 2026-05-15 | 13F | Glen Eagle Advisors, LLC | 6,307 | -3.81 | 403 | -2.42 |
How Much do you Like Fintel?
Please share your opinion of our service!
Other Listings
| US:CGW | US$ 62,72 |
