Estatísticas Básicas
| Proprietários Institucionais | 205 total, 205 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) | 6,087,862 (ex 13D/G) - change of 1.05MM shares 19.93% MRQ |
| Valor Institucional (Longa) | $ 374,292 USD ($1000) |
Propriedade Institucional e Acionistas
Invesco Exchange-Traded Fund Trust II - Invesco S&P Global Water Index ETF (MX:CGW) tem 205 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 6,087,862 ações. Os maiores acionistas incluem Morgan Stanley, Conservest Capital Advisors, Inc., Bank Of America Corp /de/, UBS Group AG, Weatherly Asset Management L. P., 1832 Asset Management L.P., Cetera Investment Advisers, Wells Fargo & Company/mn, Ameriprise Financial Inc, 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
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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.
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| Data do Arquivo | Fonte | Investidor | Tipo | Preço Médio (Est) |
Ações | Δ Ações (%) |
Valor Reportado (US$1000) |
Δ Valor (%) |
Aloc. de Portf. (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-02-17 | 13F | Cape Investment Advisory, Inc. | 632 | 40 | ||||||
| 2026-02-18 | 13F | Beacon Pointe Advisors, LLC | 27,262 | 16.70 | 1,718 | 14.47 | ||||
| 2026-02-06 | 13F | Evoke Wealth, Llc | 19,493 | 0.00 | 1,228 | -1.92 | ||||
| 2026-02-12 | 13F | Principal Securities, Inc. | 0 | -100.00 | 0 | |||||
| 2025-11-20 | 13F | Asset Dedication, LLC | 0 | -100.00 | 0 | |||||
| 2026-01-29 | 13F | Comprehensive Financial Consultants Institutional, Inc. | 4,502 | 0.00 | 284 | -2.08 | ||||
| 2026-02-17 | 13F | Mercer Global Advisors Inc /adv | 5,953 | -8.44 | 375 | -10.07 | ||||
| 2026-01-21 | 13F | TPG Advisors LLC | 7,104 | 2.78 | 448 | 0.68 | ||||
| 2026-02-05 | 13F | Wealth Advisory Team LLC | 14,984 | -14.35 | 944 | -13.63 | ||||
| 2026-02-02 | 13F | Fifth Third Bancorp | 1,500 | 0.00 | 95 | -2.08 | ||||
| 2026-02-23 | 13F | Monetary Solutions, Ltd | 1,253 | 79 | ||||||
| 2025-10-30 | 13F | Twin Peaks Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-11-06 | 13F | Ameritas Advisory Services, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-02-17 | 13F | Qube Research & Technologies Ltd | 71 | 0.00 | 4 | 0.00 | ||||
| 2026-02-28 | 13F | NCM Capital Management, LLC | 4,459 | 0.00 | 281 | -2.10 | ||||
| 2026-02-10 | 13F | Sittner & Nelson, Llc | 170 | 0.00 | 11 | 10.00 | ||||
| 2026-01-15 | 13F | Polianta Ltd | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-02-17 | 13F | NorthRock Partners, LLC | 8,890 | 98.66 | 560 | 95.12 | ||||
| 2026-02-12 | 13F | Mark Sheptoff Financial Planning, Llc | 200 | 0.00 | 13 | 0.00 | ||||
| 2026-01-30 | 13F | North Star Investment Management Corp. | 2,071 | 0.53 | 131 | -1.52 | ||||
| 2026-02-17 | 13F | Northern Trust Corp | 19,300 | -2.53 | 1,216 | -4.33 | ||||
| 2026-02-11 | 13F | Lowe Brockenbrough & Co Inc | 1,000 | 0.00 | 63 | -1.56 | ||||
| 2026-01-20 | 13F | Hanson & Doremus Investment Management | 534 | 0.00 | 0 | |||||
| 2026-01-29 | 13F | Concord Wealth Partners | 4,165 | -11.42 | 262 | -13.25 | ||||
| 2026-01-23 | 13F | Transcend Wealth Collective, Llc | 3,175 | -23.86 | 200 | -25.09 | ||||
| 2026-02-17 | 13F | Glenmede Trust Co Na | 0 | -100.00 | 0 | |||||
| 2026-02-18 | 13F | NFP Retirement, Inc. | 21,282 | -0.29 | 1,341 | -2.26 | ||||
| 2026-02-18 | 13F | EP Wealth Advisors, Inc. | 3,386 | -6.62 | 213 | -5.75 | ||||
| 2026-02-06 | 13F | EverSource Wealth Advisors, LLC | 109 | 1.87 | 7 | 0.00 | ||||
| 2026-02-19 | 13F | CI Private Wealth, LLC | 7,185 | 2.92 | 453 | 0.89 | ||||
| 2026-02-13 | 13F | MAI Capital Management | 2,693 | -0.70 | 170 | -2.87 | ||||
| 2026-02-13 | 13F | Golden State Wealth Management, LLC | 250 | 0.00 | 16 | -6.25 | ||||
| 2026-04-06 | 13F | Rosenberg Matthew Hamilton | 410 | -0.24 | 26 | 4.00 | ||||
| 2026-01-23 | 13F | Assetmark, Inc | 130 | 8 | ||||||
| 2026-02-17 | 13F | Ameriprise Financial Inc | 154,273 | 3.02 | 9,720 | 1.13 | ||||
| 2026-01-20 | 13F | AdvisorNet Financial, Inc | 1,000 | 0.00 | 63 | -1.56 | ||||
| 2026-02-10 | 13F | Koss-Olinger Consulting, LLC | 39,252 | -0.73 | 2,473 | 0.08 | ||||
| 2026-02-11 | 13F | Tiaa Trust, National Association | 9,000 | 0.00 | 567 | -1.90 | ||||
| 2026-02-17 | 13F | Jones Financial Companies Lllp | 32,134 | 5.41 | 2,025 | 4.98 | ||||
| 2026-02-10 | 13F | Meramec Financial Planners, LLC | 6,762 | 452 | ||||||
| 2026-01-30 | 13F | United Community Bank | 1,475 | 0.00 | 93 | -2.13 | ||||
| 2026-02-12 | 13F | Scotia Capital Inc. | 6,451 | 0.00 | 406 | -1.93 | ||||
| 2026-02-13 | 13F | Citigroup Inc | 3,165 | 8.43 | 199 | 6.42 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 8,920 | 4.36 | 576 | 6.88 | ||||
| 2026-02-09 | 13F | Harbour Investments, Inc. | 27 | 0.00 | 2 | 0.00 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 7,062 | 0.41 | 445 | -1.55 | ||||
| 2026-01-30 | 13F | Exencial Wealth Advisors, Llc | 7,554 | 0.79 | 476 | -1.25 | ||||
| 2026-04-06 | 13F | CX Institutional | 0 | -100.00 | 0 | |||||
| 2026-02-06 | 13F | Fortis Group Advisors, LLC | 244 | 0.00 | 15 | 0.00 | ||||
| 2026-02-12 | 13F | Grey Fox Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2026-01-23 | 13F | Smallwood Wealth Investment Management, LLC | 402 | 0.00 | 25 | 0.00 | ||||
| 2025-11-05 | 13F | Concord Asset Management, LLC/VA | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-02-13 | 13F | Mill Creek Capital Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2026-02-11 | 13F | Vermillion Wealth Management, Inc. | 1,025 | 1.59 | 65 | 0.00 | ||||
| 2026-01-16 | 13F | Crowley Wealth Management, Inc. | 0 | -100.00 | 0 | |||||
| 2026-02-13 | 13F | Smartleaf Asset Management LLC | 40 | 0.00 | 3 | 0.00 | ||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 250 | 0.00 | 16 | -6.25 | ||||
| 2026-02-10 | 13F | Lido Advisors, LLC | 3,186 | 203 | ||||||
| 2026-02-12 | 13F | Jane Street Group, Llc | 0 | -100.00 | 0 | |||||
| 2026-02-17 | 13F | Rothschild Capital Partners, LLC | 5,213 | 1.44 | 328 | -0.61 | ||||
| 2026-02-17 | 13F | Widmann Financial Services, Inc. | 16,568 | -2.10 | 1,044 | -4.05 | ||||
| 2025-11-04 | 13F | Westside Investment Management, Inc. | 0 | -100.00 | 0 | |||||
| 2026-01-22 | 13F | Phoenix Wealth Advisors | 0 | -100.00 | 0 | |||||
| 2026-01-20 | 13F | Meridian Investment Counsel Inc. | 5,900 | 0.00 | 372 | -2.11 | ||||
| 2026-01-20 | 13F | Mendota Financial Group, LLC | 20 | 0.00 | 1 | 0.00 | ||||
| 2026-02-12 | 13F | Intesa Sanpaolo Wealth Management | 1,672 | 105 | ||||||
| 2025-11-14 | 13F | Quantinno Capital Management LP | 0 | -100.00 | 0 | |||||
| 2026-01-26 | 13F | Nations Financial Group Inc, /ia/ /adv | 5,634 | 0.32 | 355 | -1.39 | ||||
| 2026-02-13 | 13F | Resources Management Corp /ct/ /adv | 500 | 0.00 | 0 | |||||
| 2026-02-14 | 13F | Rockefeller Capital Management L.P. | 63,633 | -0.20 | 4,010 | -2.10 | ||||
| 2025-11-10 | 13F | Choate Investment Advisors | 0 | -100.00 | 0 | |||||
| 2026-02-10 | 13F | Root Financial Partners, LLC | 150 | 0.00 | 9 | 0.00 | ||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 6,483 | 0.62 | 409 | -1.21 | ||||
| 2026-01-14 | 13F | Wealthcare Advisory Partners LLC | 35,741 | 8.02 | 2,252 | 5.98 | ||||
| 2026-02-11 | 13F | O'shaughnessy Asset Management, Llc | 1,145 | -1.46 | 72 | -2.70 | ||||
| 2026-02-17 | 13F | Bank Of America Corp /de/ | 444,693 | 2.82 | 28,021 | 0.85 | ||||
| 2026-01-28 | 13F | Financial Perspectives, Inc | 6,984 | 0.58 | 440 | -1.35 | ||||
| 2026-02-03 | 13F | International Assets Investment Management, Llc | 2,142 | 135 | ||||||
| 2026-02-10 | 13F/A | Northwestern Mutual Wealth Management Co | 102,368 | 24.76 | 6,450 | 22.37 | ||||
| 2026-01-14 | 13F | Tradewinds Capital Management, LLC | 36 | 0.00 | 2 | 0.00 | ||||
| 2026-04-06 | 13F | Washington Trust Advisors, Inc. | 4,679 | 0.00 | 299 | 1.70 | ||||
| 2026-01-26 | 13F | Whittier Trust Co | 406 | 0.00 | 26 | 0.00 | ||||
| 2026-02-17 | 13F | Creative Planning | 7,617 | 6.29 | 480 | 4.13 | ||||
| 2025-11-06 | 13F | Wealthstream Advisors, Inc. | 4,234 | 0.00 | 272 | 2.65 | ||||
| 2026-01-29 | 13F | Segment Wealth Management, LLC | 3,970 | 250 | ||||||
| 2026-02-06 | 13F | HighTower Advisors, LLC | 94,910 | 16.01 | 5,980 | 13.80 | ||||
| 2026-02-13 | 13F | Gould Asset Management Llc /ca/ | 5,005 | 0.00 | 315 | -1.87 | ||||
| 2026-02-17 | 13F | Lantern Wealth Advisors, LLC | 5,100 | 0.00 | 321 | -1.83 | ||||
| 2026-02-12 | 13F | Conservest Capital Advisors, Inc. | 507,186 | 0.22 | 31,958 | -1.69 | ||||
| 2026-01-30 | 13F | Sigma Planning Corp | 6,254 | 5.39 | 394 | 3.41 | ||||
| 2026-02-05 | 13F | Allworth Financial LP | 0 | -100.00 | 0 | |||||
| 2026-04-09 | 13F | Baron Financial Group, LLC | 83,237 | -1.83 | 5,322 | -0.37 | ||||
| 2026-01-23 | 13F | Sage Mountain Advisors LLC | 147 | 0.00 | 9 | 0.00 | ||||
| 2026-02-13 | 13F | Mosaic Financial Group, Llc | 7,919 | 0.81 | 0 | |||||
| 2026-02-17 | 13F | Perritt Capital Management Inc | 0 | -100.00 | 0 | |||||
| 2026-01-26 | 13F | AE Wealth Management LLC | 1,411 | 0.00 | 89 | -2.22 | ||||
| 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 | ||||
| 2026-02-10 | 13F | Ritter Daniher Financial Advisory LLC / DE | 160 | 10 | ||||||
| 2026-02-04 | 13F | LRI Investments, LLC | 4,835 | 0.00 | 305 | -1.94 | ||||
| 2026-01-29 | 13F | LFA - Lugano Financial Advisors SA | 2,063 | 130 | ||||||
| 2026-01-08 | 13F | Chesapeake Asset Management Llc | 295 | 0.00 | 19 | 0.00 | ||||
| 2026-02-09 | 13F | Avalon Trust Co | 0 | -100.00 | 0 | -100.00 | ||||
| 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 | ||||||
| 2026-01-15 | 13F | Bernard Wealth Management Corp. | 1,454 | 0.00 | 92 | -2.15 | ||||
| 2026-01-14 | 13F | Spire Wealth Management | 50 | 0.00 | 3 | 0.00 | ||||
| 2026-01-21 | 13F | Flagship Harbor Advisors, Llc | 510 | 2.00 | 32 | 88.24 | ||||
| 2026-02-02 | 13F | New England Capital Financial Advisors LLC | 973 | 1.57 | 61 | 0.00 | ||||
| 2026-02-17 | 13F | Raymond James Financial Inc | 117,901 | -4.92 | 7,429 | -6.73 | ||||
| 2026-02-10 | 13F | Greenspring Advisors, LLC | 4,234 | 267 | ||||||
| 2026-02-13 | 13F | 1 North Wealth Services Llc | 30,999 | 2.95 | 1,953 | 0.98 | ||||
| 2026-02-04 | 13F | Nwam Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-02-09 | 13F | Key FInancial Inc | 30 | 0.00 | 2 | 0.00 | ||||
| 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 | ||||
| 2026-02-12 | 13F | Steward Partners Investment Advisory, Llc | 83,035 | -1.00 | 5,232 | -2.90 | ||||
| 2026-02-13 | 13F | Aptus Capital Advisors, LLC | 15,272 | -4.06 | 962 | -5.87 | ||||
| 2026-02-17 | 13F | Blair William & Co/il | 2,941 | 1.27 | 185 | -0.54 | ||||
| 2026-04-09 | 13F | DHJJ Financial Advisors, Ltd. | 191 | 0.00 | 12 | 0.00 | ||||
| 2026-01-13 | 13F | Trust Point Inc. | 5,612 | 0.00 | 354 | -1.94 | ||||
| 2026-02-13 | 13F | Glen Eagle Advisors, LLC | 6,557 | -2.96 | 413 | -4.84 | ||||
| 2026-02-05 | 13F | Td Private Client Wealth Llc | 1,158 | 2.03 | 73 | 0.00 | ||||
| 2026-02-10 | 13F | REAP Financial Group, LLC | 508 | 32 | ||||||
| 2026-04-08 | 13F | DiNuzzo Private Wealth, Inc. | 201 | 0.00 | 13 | 0.00 | ||||
| 2026-02-12 | 13F | Federation des caisses Desjardins du Quebec | 519 | 0.00 | 33 | -3.03 | ||||
| 2026-02-11 | 13F | LPL Financial LLC | 136,888 | 3.96 | 8,625 | 1.97 | ||||
| 2026-01-27 | 13F | Duncker Streett & Co Inc | 56 | 0.00 | 4 | 0.00 | ||||
| 2026-02-03 | 13F | Sequoia Financial Advisors, LLC | 9,523 | -2.00 | 600 | -3.85 | ||||
| 2026-01-27 | 13F | TD Waterhouse Canada Inc. | 4,123 | 0.00 | 259 | -1.52 | ||||
| 2026-01-12 | 13F | Salem Investment Counselors Inc | 0 | -100.00 | 0 | |||||
| 2026-01-21 | 13F | Apella Capital, LLC | 16,675 | 1,051 | ||||||
| 2026-02-17 | 13F | Cetera Investment Advisers | 169,181 | 3.07 | 10,660 | 1.10 | ||||
| 2026-02-12 | 13F | Alaethes Wealth LLC | 3,497 | 0.00 | 220 | -1.79 | ||||
| 2026-01-16 | 13F | Perigon Wealth Management, LLC | 18,341 | 106.99 | 1,156 | 102.99 | ||||
| 2026-02-06 | 13F | Addison Advisors LLC | 102,323 | 1.52 | 6,447 | -0.42 | ||||
| 2026-02-13 | 13F | Mariner, LLC | 14,052 | -0.28 | 885 | -2.21 | ||||
| 2026-02-17 | 13F | Private Advisor Group, LLC | 3,221 | 203 | ||||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 92,118 | 0.66 | 5,804 | 115,980.00 | ||||
| 2026-02-05 | 13F | AlphaCore Capital LLC | 100 | 0.00 | 6 | 0.00 | ||||
| 2026-01-26 | 13F | Whittier Trust Co Of Nevada Inc | 2,780 | -7.02 | 179 | -7.29 | ||||
| 2026-01-16 | 13F | Weatherly Asset Management L. P. | 403,007 | 0.87 | 25,394 | -1.06 | ||||
| 2026-02-12 | 13F | Keel Point, LLC | 7,486 | 0.00 | 472 | -1.87 | ||||
| 2026-01-09 | 13F | Diversified Trust Co | 10,500 | 0.00 | 662 | -1.93 | ||||
| 2026-01-29 | 13F | Comerica Bank | 12,854 | -2.87 | 810 | -4.82 | ||||
| 2026-02-13 | 13F | Ubs Asset Management Americas Inc | 313 | 20 | ||||||
| 2026-01-26 | 13F | PFG Investments, LLC | 4,034 | -4.36 | 254 | -5.93 | ||||
| 2026-02-13 | 13F | Stifel Financial Corp | 8,629 | 4.99 | 544 | 3.04 | ||||
| 2026-02-05 | 13F | Pacific Sun Financial Corp | 3,245 | -1.82 | 204 | -3.77 | ||||
| 2026-02-06 | 13F | Pnc Financial Services Group, Inc. | 565 | 11.22 | 36 | 9.38 | ||||
| 2026-02-17 | 13F | Royal Bank Of Canada | 59,695 | 12.61 | 3,761 | 10.42 | ||||
| 2026-02-13 | 13F | 1832 Asset Management L.P. | 337,517 | 0.42 | 21,267 | -1.50 | ||||
| 2026-02-12 | 13F | Founders Financial Alliance, LLC | 184 | 0.00 | 12 | 0.00 | ||||
| 2026-02-03 | 13F | Grimes & Company, Inc. | 58,662 | 0.78 | 3,696 | -1.15 | ||||
| 2026-02-17 | 13F | Citadel Advisors Llc | 0 | -100.00 | 0 | |||||
| 2026-01-23 | 13F | Rsm Us Wealth Management Llc | 3,526 | 0.48 | 224 | -0.44 | ||||
| 2026-02-13 | 13F | Kestra Advisory Services, LLC | 0 | -100.00 | 0 | |||||
| 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 | ||||
| 2026-02-11 | 13F | Jpmorgan Chase & Co | 7,453 | 7.19 | 470 | 5.16 | ||||
| 2026-01-13 | 13F | Mather Group, Llc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-01-20 | 13F | Stratos Wealth Partners, LTD. | 12,273 | -1.33 | 773 | -3.25 | ||||
| 2026-02-06 | 13F | Tortoise Investment Management, LLC | 0 | -100.00 | 0 | |||||
| 2026-01-20 | 13F | Pflug Koory, LLC | 100 | 0.00 | 6 | 0.00 | ||||
| 2026-02-13 | 13F | National Bank Of Canada /fi/ | 53,283 | -12.76 | 3,350 | -14.61 | ||||
| 2026-01-22 | 13F | Comprehensive Money Management Services LLC | 16,476 | -0.18 | 1,038 | -2.08 | ||||
| 2026-02-13 | 13F | Cullen Capital Management, LLC | 27,203 | 1,714 | ||||||
| 2026-02-11 | 13F | J.w. Cole Advisors, Inc. | 4,341 | 10.63 | 246 | -2.78 | ||||
| 2026-02-13 | 13F | Wells Fargo & Company/mn | 158,962 | 2.22 | 10,016 | 0.27 | ||||
| 2026-02-17 | 13F | Fmr Llc | 11,945 | 3.74 | 753 | 1.76 | ||||
| 2026-04-08 | 13F | Castle Rock Wealth Management, LLC | 5,197 | 0.00 | 335 | -2.34 | ||||
| 2026-02-13 | 13F | Balanced Rock Investment Advisor | 11,162 | 1.55 | 703 | -0.42 | ||||
| 2026-02-13 | 13F | Fiduciary Trust Co | 70,373 | -1.21 | 4,434 | -3.10 | ||||
| 2025-11-20 | 13F | First Affirmative Financial Network | 11,454 | -67.59 | 736 | -66.73 | ||||
| 2026-02-09 | 13F | Bleakley Financial Group, LLC | 67,451 | 0.36 | 4,250 | -1.55 | ||||
| 2026-04-09 | 13F | Key Client Fiduciary Advisors, LLC | 6,146 | 0.00 | 393 | 1.29 | ||||
| 2025-11-05 | 13F | Caliber Wealth Management, LLC / KS | 0 | -100.00 | 0 | |||||
| 2026-02-03 | 13F | Costello Asset Management, INC | 134 | 1.52 | 8 | 0.00 | ||||
| 2026-01-28 | 13F | Geneos Wealth Management Inc. | 508 | 0.00 | 32 | 0.00 | ||||
| 2026-01-14 | 13F | Accurate Wealth Management, LLC | 3,260 | 0.00 | 211 | 0.96 | ||||
| 2026-02-06 | 13F | Great Diamond Partners, LLC | 3,689 | -5.82 | 232 | -7.57 | ||||
| 2026-02-12 | 13F | Bank Of Montreal /can/ | 4,302 | 22.95 | 273 | 21.88 | ||||
| 2026-01-29 | 13F | Kestra Private Wealth Services, Llc | 8,957 | -2.70 | 564 | -4.57 | ||||
| 2026-04-07 | 13F | Carolina Wealth Advisors, LLC | 395 | 0.00 | 25 | 4.17 | ||||
| 2026-02-13 | 13F | Flow Traders U.s. Llc | 16,978 | -62.05 | 1 | -50.00 | ||||
| 2026-02-13 | 13F | LGT Financial Advisors LLC | 500 | 0.00 | 32 | -3.12 | ||||
| 2026-02-17 | 13F | VestGen Advisors, LLC | 6,510 | 410 | ||||||
| 2026-01-29 | 13F | UBS Group AG | 444,188 | -10.84 | 27,989 | -12.55 | ||||
| 2026-02-11 | 13F | Janney Montgomery Scott LLC | 7,797 | -0.70 | 0 | |||||
| 2026-01-20 | 13F | Stratos Wealth Advisors, LLC | 3,406 | 0.00 | 215 | -1.83 | ||||
| 2026-01-14 | 13F | Longview Financial Advisors LLC | 1,070 | 0.00 | 67 | -1.47 | ||||
| 2026-02-11 | 13F | Fca Corp /tx | 51,716 | -10.02 | 3,259 | -11.76 | ||||
| 2026-02-13 | 13F | SRS Capital Advisors, Inc. | 330 | 0.30 | 21 | -4.76 | ||||
| 2026-02-06 | 13F | GPS Wealth Strategies Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-11-14 | 13F | Toronto Dominion Bank | 0 | -100.00 | 0 | |||||
| 2026-01-14 | 13F | Wolff Wiese Magana Llc | 156 | 300.00 | 10 | 350.00 | ||||
| 2026-01-28 | 13F | Glassman Wealth Services | 2,934 | 0.00 | 185 | -2.13 | ||||
| 2025-11-12 | 13F | Creekmur Asset Management LLC | 0 | -100.00 | 0 | |||||
| 2026-02-17 | 13F | Advisory Services Network, LLC | 0 | -100.00 | 0 | |||||
| 2026-01-07 | 13F | Harbor Investment Advisory, Llc | 150 | 0.00 | 9 | 0.00 | ||||
| 2026-01-29 | 13F | Middleton & Co Inc/ma | 8,418 | 0.00 | 530 | -1.85 | ||||
| 2026-02-17 | 13F | Susquehanna International Group, Llp | 26,385 | -30.18 | 1,663 | -31.52 | ||||
| 2026-02-17 | 13F | Advisor Group Holdings, Inc. | 25,444 | -41.96 | 1,604 | -42.99 | ||||
| 2026-02-06 | 13F | Cullen/frost Bankers, Inc. | 0 | -100.00 | 0 | |||||
| 2026-01-16 | 13F | Ronald Blue Trust, Inc. | 0 | -100.00 | 0 | |||||
| 2026-01-23 | 13F | Legacy Bridge, LLC | 500 | 0.00 | 32 | -3.12 | ||||
| 2025-11-03 | 13F | Truist Financial Corp | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-02-10 | 13F | Bnp Paribas Arbitrage, Sa | 37,295 | 0.00 | 2,350 | -1.92 | ||||
| 2026-02-17 | 13F | Wiley Bros.-aintree Capital, Llc | 3,343 | 211 | ||||||
| 2026-01-23 | 13F | Prism Advisors, Inc. | 20,991 | -68.45 | 1,323 | -69.06 | ||||
| 2026-02-05 | 13F | Lynx Investment Advisory | 25,903 | 8.97 | 1,632 | 6.95 | ||||
| 2026-02-05 | 13F | Atria Investments Llc | 12,823 | 808 | ||||||
| 2026-02-04 | 13F | Fourth Dimension Wealth, LLC | 288 | 0.00 | 18 | 0.00 | ||||
| 2026-02-18 | 13F | GWM Advisors LLC | 681 | 567.65 | 43 | 600.00 | ||||
| 2026-01-05 | 13F | Park Avenue Securities Llc | 0 | -100.00 | 0 | |||||
| 2026-02-11 | 13F | United Financial Planning Group LLC | 1,060 | 67 | ||||||
| 2026-01-12 | 13F | Sax Wealth Advisors, Llc | 0 | -100.00 | 0 | |||||
| 2026-01-29 | 13F | Dunhill Financial, LLC | 158 | -3.07 | 10 | -10.00 | ||||
| 2026-02-13 | 13F | Johnson Investment Counsel Inc | 0 | -100.00 | 0 | |||||
| 2026-02-13 | 13F | Morgan Stanley | 909,559 | 4.46 | 57,312 | 2.46 | ||||
| 2026-02-13 | 13F | Motiv8 Investments LLC | 220 | 0 | ||||||
| 2026-02-13 | 13F | Beta Wealth Group, Inc. | 6,804 | 0.06 | 429 | -1.83 | ||||
| 2026-02-09 | 13F | Hartland & Co., LLC | 5,125 | 0.00 | 323 | -2.13 | ||||
| 2026-02-06 | 13F | IFP Advisors, Inc | 1,600 | 0.00 | 101 | -1.96 | ||||
| 2026-01-20 | 13F | American National Bank | 0 | -100.00 | 0 | |||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 295 | 0.00 | 19 | 0.00 | ||||
| 2026-01-26 | 13F | Cwm, Llc | 2,443 | 0.00 | 0 | |||||
| 2026-02-17 | 13F | Cambria Investment Management, L.P. | 45,014 | 2,836 | ||||||
| 2026-02-05 | 13F | Cambridge Investment Research Advisors, Inc. | 112,830 | 3.30 | 7 | 0.00 | ||||
| 2026-02-03 | 13F | RFG Advisory, LLC | 3,263 | -20.20 | 206 | -21.76 | ||||
| 2026-02-04 | 13F | Meridian Wealth Management, LLC | 20,842 | 0.00 | 1,313 | -1.87 | ||||
| 2026-01-30 | 13F | Joel Isaacson & Co., LLC | 4,000 | 0.00 | 252 | -1.56 | ||||
| 2026-04-06 | 13F | Versant Capital Management, Inc | 1,266 | 0.00 | 81 | 1.27 | ||||
| 2026-02-06 | 13F | VSM Wealth Advisory, LLC | 25 | 0.00 | 2 | 0.00 | ||||
| 2026-02-06 | 13F | Larson Financial Group LLC | 5,058 | -36.12 | 319 | -37.40 | ||||
| 2026-01-14 | 13F | ORG Partners LLC | 58 | 0.00 | 4 | 0.00 | ||||
| 2026-01-30 | 13F | Us Bancorp \de\ | 17,526 | -2.65 | 1,104 | -4.50 | ||||
| 2025-11-12 | 13F | CIBC Bancorp USA Inc. | 7,033 | 452 | ||||||
| 2026-02-10 | 13F | Envestnet Asset Management Inc | 31,341 | 9.73 | 1,975 | 7.63 | ||||
| 2026-02-11 | 13F | Cerity Partners LLC | 16,302 | -1.51 | 1,027 | -3.39 | ||||
| 2026-02-20 | 13F | Kovitz Investment Group Partners, LLC | 0 | -100.00 | 0 | |||||
| 2026-03-12 | 13F | Nalls Sherbakoff Group, Llc | 5,491 | 1.91 | 346 | 21.05 | ||||
| 2026-02-02 | 13F | Millstone Evans Group, LLC | 241 | 0.00 | 15 | 0.00 | ||||
| 2026-02-06 | 13F | Creative Financial Designs Inc /adv | 28,593 | 1.65 | 1,802 | -0.33 |
Other Listings
| US:CGW | US$ 67,14 |
