Estatísticas Básicas
| Proprietários Institucionais | 365 total, 365 long only, 0 short only, 0 long/short - change of 12.31% MRQ |
| Alocação Média no Portfólio | 0.5797 % - change of -0.20% MRQ |
| Ações Institucionais (Longas) | 136,662,277 (ex 13D/G) - change of 20.12MM shares 17.27% MRQ |
| Valor Institucional (Longa) | $ 4,983,985 USD ($1000) |
Resumo da atividade institucional
Com base nos registros 13F e NPORT e nas declarações de participação societária mais recentes. Os registros regulatórios são divulgados com atraso; portanto, estes números refletem a defasagem das informações e não representam a participação em tempo real.
Fluxo de participação
Compradores Aumento 288
Vendedores Redução 49
Sem alteração28
Recém-declaradas56
Encerradas / não mais declaradas21
Variação líquida de ações
Aumento
20,220,425
Variação líquida de valor
Redução
-10,930,435.81
Novas / encerradas
Recém-declaradas56
Novas ações1,885,129
Novo valor71,457.52
Encerradas / não mais declaradas21
Ações anteriores encerradas1,178,853
Valor anterior encerrado12,153,013.00
Concentração
Total de ações declaradas136,662,277
Concentração das 5 maiores41.50%
Concentração das 10 maiores57.16%
Com base nas ações declaradas.
Atualidade dos registros
Data-base mais recenteJ 30
Data de protocolo mais recenteS 08
Defasagem média da divulgação
32 dias
Detentores com dados desatualizados0
Registros recentes100.00%
Nenhum registro mais recente há mais de 180 dias
Desatualizado significa que nenhum registro mais recente do detentor foi identificado.
Detalhamento por fonte
| Fonte | Detentores | Ações | Valor | % de ações |
|---|---|---|---|---|
| Instituições 13F | 386 | 136,662,277 | 4,984,174.19 | 100.00% |
13F: participações institucionais trimestrais. NPORT: participações da carteira de fundos. Ativistas (13D/G): declarações de participação societária acima de 5%.
Exposição institucional declarada a opções
Nenhuma posição em opções declarada.
Participação institucional e Acionistas
Capital Group Core Balanced ETF (US:CGBL) tem 365 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 136,662,277 ações. Os maiores acionistas incluem LPL Financial LLC, Advance Capital Management, Inc., Wells Fargo & Company/mn, Envestnet Asset Management Inc, Morgan Stanley, Raymond James Financial Inc, Cetera Investment Advisers, Forge Financial Services LLC, Advisor Group Holdings, Inc., and Commonwealth Equity Services, Llc .
Capital Group Core Balanced ETF (ARCA:CGBL) a estrutura de Participação 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%.
The share price as of September 11, 2026 is 37.63 / share. Previously, on September 12, 2025, the share price was 34.78 / share. This represents an increase of 8.19% over that period.
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.
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Relação Institucional de Put/Call
Além de relatar questões padrão de ações e dívidas, instituições com mais de 100MM sob gestão devem também divulgar suas posições em opções de venda (put) e compra (call). Uma vez que as opções de venda geralmente indicam um sentimento negativo, e as opções de compra indicam um sentimento positivo, podemos obter uma noção do sentimento institucional geral ao traçar a relação de puts para calls. O gráfico à direita traça a relação histórica de put/call para este instrumento.
Usar a Relação de Put/Call como um indicador do sentimento do investidor supera uma das principais deficiências de usar a Participação institucional total, que é que uma quantidade significativa de ativos sob gestão são investidos passivamente para acompanhar índices. Fundos geridos passivamente geralmente não compram opções, então o indicador de relação de put/call acompanha mais de perto o sentimento de fundos geridos ativamente.
Registros 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 de registro | Fonte | Investidor | Tipo | Preço Médio (Est) |
Ações | Δ Ações (%) |
Valor Reportado (US$1000) |
Δ Valor (%) |
Aloc. de Portf. (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-07-24 | 13F | Seamount Financial Group Inc | 258,114 | 6.96 | 9,798 | 18.01 | ||||
| 2026-07-09 | 13F | Warner Financial, Inc | 10,973 | 0.27 | 417 | 10.34 | ||||
| 2026-07-31 | 13F | CENTRAL TRUST Co | 308 | 0.00 | 12 | 10.00 | ||||
| 2026-07-16 | 13F | Patriot Financial Group Insurance Agency, LLC | 108,672 | -46.34 | 4,125 | -40.80 | ||||
| 2026-07-29 | 13F | Stephens Inc /ar/ | 62,472 | 5.71 | 2,371 | 16.63 | ||||
| 2026-05-07 | 13F | Rothschild Investment Llc | 23,455 | 140.07 | 807 | 133.91 | ||||
| 2026-08-05 | 13F | Transcendent Capital Group LLC | 12,056 | 11.26 | 458 | 22.85 | ||||
| 2026-08-13 | 13F | Modern Wealth Management, LLC | 12,423 | 0.07 | 472 | 9.79 | ||||
| 2026-08-13 | 13F | Morgan Stanley | 6,153,666 | 13.28 | 233,593 | 24.97 | ||||
| 2026-07-27 | 13F | Northwest Financial Advisors | 29,399 | 11.32 | 1,116 | 22.91 | ||||
| 2026-08-13 | 13F | Sanctuary Advisors, LLC | 10,358 | 8.39 | 393 | 19.82 | ||||
| 2026-05-08 | 13F | Sofos Investments, Inc. | 1,147 | 0.00 | 39 | -2.50 | ||||
| 2026-07-23 | 13F | AdvisorNet Financial, Inc | 271,457 | 12.31 | 10,305 | 23.89 | ||||
| 2026-07-24 | 13F | Aprio Wealth Management, LLC | 1,688,355 | -11.50 | 64,090 | -2.37 | ||||
| 2026-07-28 | 13F | Hartmann Taylor Wealth Management, LLC | 326,175 | 0.00 | 11,224 | 0.00 | ||||
| 2026-07-06 | 13F | Private Client Services, Llc | 79,667 | 1,209.45 | 3,024 | 1,346.89 | ||||
| 2026-07-15 | 13F | Independent Financial Group, Llc | 59,509 | 43.90 | 2,259 | 58.79 | ||||
| 2026-07-10 | 13F | KWB Wealth | 925,891 | 38.00 | 35,147 | 48.28 | ||||
| 2026-08-12 | 13F | Capital International Investors | 8,001 | 304 | ||||||
| 2026-08-07 | 13F | Sigma Planning Corp | 162,362 | 14.69 | 6,163 | 26.52 | ||||
| 2026-07-28 | 13F | Private Trust Co Na | 22,399 | -9.05 | 850 | 0.35 | ||||
| 2026-08-07 | 13F | Dakota Wealth Management | 33,910 | 11.84 | 1,292 | 23.42 | ||||
| 2026-07-23 | 13F | Brookwood Investment Group LLC | 33,349 | 0.56 | 1,266 | 10.87 | ||||
| 2026-07-22 | 13F | Pines Wealth Management, LLC | 20,313 | -0.51 | 771 | 9.83 | ||||
| 2026-08-10 | 13F | tru Independence LLC | 25,162 | 3.86 | 955 | 14.65 | ||||
| 2026-07-17 | 13F | Cary Street Partners Financial Llc | 347,708 | 1.19 | 13,199 | 11.63 | ||||
| 2026-07-21 | 13F | Wealth Management Associates, Inc. | 8,260 | 27.86 | 314 | 40.99 | ||||
| 2026-07-17 | 13F | Arvest Investments, Inc. | 1,765 | 0.00 | 67 | 10.00 | ||||
| 2026-07-16 | 13F | Clg Llc | 300,514 | 46.99 | 11,408 | 62.17 | ||||
| 2026-08-14 | 13F | J Hagan Capital, Inc. | 89,827 | 7.54 | 3,410 | 18.62 | ||||
| 2026-08-03 | 13F | Savvy Advisors, Inc. | 7,670 | 291 | ||||||
| 2026-07-14 | 13F | Smith Thornton Advisors LLC | 48,796 | 13.52 | 1,822 | 23.19 | ||||
| 2026-08-10 | 13F | Level Four Advisory Services, Llc | 19,880 | 8.57 | 755 | 19.68 | ||||
| 2026-07-24 | 13F | Intrua Financial, LLC | 11,183 | 10.10 | 425 | 21.49 | ||||
| 2026-08-06 | 13F | Birchwood Financial Partners, Inc. | 11,062 | 2.71 | 420 | 13.24 | ||||
| 2026-08-14 | 13F | William John Sempolinski | 54,730 | 23.74 | 2,078 | 36.55 | ||||
| 2026-08-04 | 13F | Gateway Wealth Partners, LLC | 259,076 | -26.06 | 9,835 | -18.43 | ||||
| 2026-08-06 | 13F | N.E.W. Advisory Services LLC | 309 | 0.00 | 12 | 10.00 | ||||
| 2026-08-11 | 13F | Allworth Financial LP | 1,352 | -24.13 | 51 | -16.39 | ||||
| 2026-08-12 | 13F | Cetera Investment Advisers | 4,819,328 | 19.03 | 182,942 | 31.31 | ||||
| 2026-08-14 | 13F | Bank Of America Corp /de/ | 395,943 | 40.08 | 15,030 | 54.52 | ||||
| 2026-08-11 | 13F | VestGen Advisors, LLC | 38,648 | -8.45 | 1,467 | -6.74 | ||||
| 2026-07-15 | 13F | RFG Advisory, LLC | 92,604 | 4.18 | 3,515 | 14.94 | ||||
| 2026-07-16 | 13F | Johnson Bixby & Associates, LLC | 342,396 | 5.92 | 12,997 | 16.85 | ||||
| 2026-08-14 | 13F | Hopwood Nicholas Hunter | 288,664 | 3.27 | 10,958 | 13.92 | ||||
| 2026-08-11 | 13F | Thoroughbred Financial Services, Llc | 154,094 | 1.98 | 6 | 0.00 | ||||
| 2026-07-30 | 13F | Claro Advisors LLC | 6,725 | 0.00 | 255 | 10.39 | ||||
| 2026-07-17 | 13F | Farther Finance Advisors, LLC | 60,085 | 141.84 | 2,281 | 165.42 | ||||
| 2026-08-11 | 13F | Sun Financial Inc | 40,726 | 0.08 | 1,560 | 2.16 | ||||
| 2026-08-13 | 13F | Michael Brady & Co., LLC | 161,496 | -0.87 | 6,130 | 9.37 | ||||
| 2026-08-03 | 13F | Sagespring Wealth Partners, Llc | 173,608 | 5.82 | 6,590 | 16.74 | ||||
| 2026-08-12 | 13F | Advance Capital Management, Inc. | 12,041,305 | 0.56 | 457,088 | 10.94 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 2,229,671 | 2.84 | 76,723 | 100,850.00 | ||||
| 2026-08-13 | 13F | Action Point Financial Planning, Llc | 339 | 13 | ||||||
| 2026-07-27 | 13F | Koshinski Asset Management, Inc. | 133,218 | -2.14 | 5,057 | 7.94 | ||||
| 2026-07-06 | 13F | CoreCap Advisors, LLC | 919 | -24.80 | 35 | -19.05 | ||||
| 2026-08-10 | 13F | Arkadios Wealth Advisors | 12,982 | 493 | ||||||
| 2026-07-14 | 13F | Nautilus Advisors LLC | 31,003 | -9.22 | 1,168 | -0.68 | ||||
| 2026-08-12 | 13F | Stifel Financial Corp | 1,564,764 | 23.27 | 59,399 | 35.99 | ||||
| 2026-07-22 | 13F | McNamara Financial Services, Inc. | 17,399 | 15.57 | 660 | 27.41 | ||||
| 2026-08-14 | 13F | WCG Wealth Advisors LLC | 99,121 | 3,763 | ||||||
| 2026-08-03 | 13F | Summit Global Investments | 21,061 | 30.42 | 1 | |||||
| 2026-07-27 | 13F | Concurrent Investment Advisors, LLC | 623,389 | -26.13 | 23,664 | -20.64 | ||||
| 2026-08-13 | 13F | Mariner, LLC | 57,401 | -88.11 | 2,179 | -86.89 | ||||
| 2026-08-05 | 13F | Bleakley Financial Group, LLC | 189,752 | 14.97 | 7,203 | 26.82 | ||||
| 2026-07-15 | 13F | Spire Wealth Management | 10,978 | 0.48 | 417 | 10.93 | ||||
| 2026-08-13 | 13F | Mpwm Advisory Solutions, Llc | 474 | 0.00 | 18 | 6.25 | ||||
| 2026-08-14 | 13F | Advyzon Investment Management, LLC | 29,049 | 10.18 | 1,103 | 21.50 | ||||
| 2026-07-10 | 13F | Trust Co | 200 | 8 | ||||||
| 2026-08-13 | 13F | Hobbs Group Advisors, LLC | 6,930 | -4.28 | 263 | 5.62 | ||||
| 2026-08-03 | 13F | Archer Investment Corp | 628 | 24 | ||||||
| 2026-07-20 | 13F | Quantum Financial Partners Llc | 261,952 | 9,944 | ||||||
| 2026-08-12 | 13F | Baird Financial Group, Inc. | 34,931 | 6.31 | 1,326 | 17.26 | ||||
| 2026-05-16 | 13F | Sunbelt Securities, Inc. | 142,527 | 0.40 | 4,904 | -2.21 | ||||
| 2026-07-20 | 13F | Tumwater Wealth Management, LLC | 5,338 | 203 | ||||||
| 2026-07-21 | 13F | St Germain D J Co Inc | 721,765 | 3.64 | 27,398 | 14.33 | ||||
| 2026-08-12 | 13F | Independent Advisor Alliance | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-07-09 | 13F | Professional Financial Advisors, LLC | 9,483 | 360 | ||||||
| 2026-08-13 | 13F | Rockefeller Capital Management L.P. | 167,605 | 6.34 | 6,362 | 17.32 | ||||
| 2026-07-08 | 13F | Williams & Novak, LLC | 21,936 | -25.40 | 833 | -18.19 | ||||
| 2026-07-14 | 13F | Signature Estate & Investment Advisors Llc | 15,239 | -88.27 | 578 | -87.07 | ||||
| 2026-08-14 | 13F | Vestmark Advisory Solutions, Inc. | 120,119 | 76.60 | 4,560 | 94.83 | ||||
| 2026-08-14 | 13F | Larson Financial Group LLC | 1,700 | 0.00 | 65 | 10.34 | ||||
| 2026-08-12 | 13F | GWM Advisors LLC | 491,913 | 18,673 | ||||||
| 2026-08-10 | 13F | Tennessee Valley Asset Management Partners | 9,476 | 7.30 | 360 | 18.48 | ||||
| 2026-08-17 | 13F | Coastal Bridge Advisors, LLC | 15,965 | 6.90 | 606 | 18.13 | ||||
| 2026-07-20 | 13F | Harmony Asset Management Llc | 7,534 | 18.96 | 286 | 31.34 | ||||
| 2026-07-31 | 13F | Integrity Advisory Solutions, LLC | 157,589 | 6.62 | 5,982 | 17.64 | ||||
| 2026-05-01 | 13F | Eq Wealth Advisors, Llc | 0 | -100.00 | 0 | |||||
| 2026-05-11 | 13F | Kestra Investment Management, LLC | 0 | -100.00 | 0 | |||||
| 2026-07-30 | 13F | Diversify Wealth Management, Llc | 26,612 | 22.24 | 991 | 25.44 | ||||
| 2026-08-11 | 13F | Colonial Trust Co / SC | 6,211 | 236 | ||||||
| 2026-07-24 | 13F | KPP Advisory Services LLC | 20,981 | 0.00 | 796 | 10.40 | ||||
| 2026-08-05 | 13F | Fifth Third Bancorp | 97,395 | 0.33 | 3,697 | 10.69 | ||||
| 2026-07-31 | 13F | Jacobi Capital Management LLC | 13,072 | 7.48 | 496 | 18.66 | ||||
| 2026-07-20 | 13F | Opal Wealth Advisors, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-07-30 | 13F/A | Cambridge Investment Research Advisors, Inc. | 2,594,048 | 13.02 | 98 | 25.64 | ||||
| 2026-08-05 | 13F | Prime Capital Investment Advisors, LLC | 9,031 | 2.26 | 343 | 12.87 | ||||
| 2026-08-13 | 13F | Steward Partners Investment Advisory, Llc | 149,387 | 23.46 | 5,671 | 36.20 | ||||
| 2026-07-29 | 13F | Challenger Wealth Management | 125,580 | 1.03 | 4,767 | 11.46 | ||||
| 2026-08-12 | 13F | Jpmorgan Chase & Co | 142,116 | 38.53 | 5,389 | 55.53 | ||||
| 2026-08-13 | 13F | Mark Sheptoff Financial Planning, Llc | 2,792 | 0.00 | 106 | 2.94 | ||||
| 2026-08-14 | 13F | Blueprint Financial Advisors LLC | 100,797 | 4.46 | 3,826 | 15.24 | ||||
| 2026-08-14 | 13F | Raymond James Financial Inc | 5,674,737 | 52.51 | 215,413 | 68.24 | ||||
| 2026-07-17 | 13F | Sowell Financial Services LLC | 8,746 | 30.40 | 332 | 44.35 | ||||
| 2026-05-13 | 13F | Franklin Resources Inc | 0 | -100.00 | 0 | |||||
| 2026-07-22 | 13F | Duncan Williams Asset Management, LLC | 34,016 | 170.78 | 1,291 | 198.84 | ||||
| 2026-07-27 | 13F | Gladstone Institutional Advisory LLC | 6,319 | -5.87 | 240 | 3.91 | ||||
| 2026-08-14 | 13F | Betterment LLC | 422,613 | 28.00 | 16 | 45.45 | ||||
| 2026-07-15 | 13F | Highline Wealth Partners Llc | 1,480 | 56 | ||||||
| 2026-07-28 | 13F | Creative Financial Designs Inc /adv | 5,636 | 40.69 | 214 | 55.47 | ||||
| 2026-07-20 | 13F | Independent Wealth Network Inc. | 32,630 | -4.53 | 1,239 | 5.27 | ||||
| 2026-08-05 | 13F | Janney Montgomery Scott LLC | 1,594,134 | 18.76 | 61 | 30.43 | ||||
| 2026-07-07 | 13F | Wisconsin Wealth Advisors, LLC | 34,663 | 3.29 | 1,316 | 13.95 | ||||
| 2026-07-22 | 13F | Flagship Harbor Advisors, Llc | 548,608 | 6.13 | 20,825 | 17.09 | ||||
| 2026-07-22 | 13F | Capital Management Associates, Inc | 320,084 | 6.92 | 12,150 | 17.96 | ||||
| 2026-07-24 | 13F | Stonebridge Financial Group, LLC / MO | 17,881 | 55.34 | 679 | 71.21 | ||||
| 2026-07-06 | 13F | Hobart Private Capital, LLC | 6,138 | -8.39 | 233 | 0.87 | ||||
| 2026-08-14 | 13F | IHT Wealth Management, LLC | 22,754 | 1.40 | 864 | 11.79 | ||||
| 2026-07-28 | 13F | Latitude Advisors, LLC | 31,172 | 10.43 | 1,183 | 21.83 | ||||
| 2026-08-14 | 13F | Wells Fargo & Company/mn | 10,140,759 | 32.84 | 384,943 | 46.54 | ||||
| 2026-07-24 | 13F | Perryman Financial Advisory Inc /ad | 9,367 | 3.90 | 356 | 14.52 | ||||
| 2026-08-13 | 13F | UBS Group AG | 333,534 | 19.90 | 12,661 | 32.26 | ||||
| 2026-08-12 | 13F | Smith, Moore & Co. | 326,851 | 3.15 | 12,407 | 13.79 | ||||
| 2026-08-10 | 13F | Vise Technologies, Inc. | 20,924 | 794 | ||||||
| 2026-07-20 | 13F | IFP Advisors, Inc | 347,015 | 5.52 | 13,173 | 16.41 | ||||
| 2026-08-03 | 13F | One Day In July LLC | 0 | -100.00 | 0 | |||||
| 2026-08-07 | 13F | Ccg Wealth Management, Llc | 39,250 | -14.61 | 1,492 | -5.99 | ||||
| 2026-07-23 | 13F | StrongBox Wealth, LLC | 101,934 | 3.90 | 3,869 | 14.64 | ||||
| 2026-07-27 | 13F | Private Advisor Group, LLC | 905,873 | 53.27 | 34,387 | 69.08 | ||||
| 2026-04-29 | 13F | Axxcess Wealth Management, Llc | 0 | -100.00 | 0 | |||||
| 2026-08-07 | 13F | Gerber Kawasaki Wealth & Investment Management | 149,187 | 9.97 | 5,663 | 21.34 | ||||
| 2026-07-24 | 13F | Virtus Wealth Solutions LLC | 7,745 | 0.32 | 294 | 10.57 | ||||
| 2026-08-10 | 13F | Calton & Associates, Inc. | 8,180 | 311 | ||||||
| 2026-06-01 | 13F | Concorde Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2026-07-23 | 13F | Onyx Bridge Wealth Group LLC | 124,253 | 1.42 | 4,720 | 11.90 | ||||
| 2026-07-31 | 13F | J. Derek Lewis & Associates Inc. | 1,337,192 | 8.10 | 50,759 | 19.10 | ||||
| 2026-08-07 | 13F | Harborfront Financial Group LLC | 21,409 | 813 | ||||||
| 2026-08-06 | 13F | Maridea Wealth Management LLC | 10,450 | 397 | ||||||
| 2026-07-24 | 13F | Cassady Wealth & Retirement Planning, LLC | 110,393 | 2.67 | 4,191 | 6.32 | ||||
| 2026-08-05 | 13F | Capital Analysts, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-07-29 | 13F | High Net Worth Advisory Group LLC | 330,840 | 4.37 | 12,559 | 15.14 | ||||
| 2026-08-12 | 13F | Advisory Services Network, LLC | 226,175 | 18.31 | 8,586 | 30.51 | ||||
| 2026-08-13 | 13F | Legacy Wealth Managment, LLC/ID | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-07-28 | 13F | Atria Investments Llc | 20,899 | 21.51 | 793 | 34.18 | ||||
| 2026-08-11 | 13F | Stratos Wealth Partners, LTD. | 320,615 | 7.16 | 12,171 | 18.21 | ||||
| 2026-07-27 | 13F | Walkner Condon Financial Advisors LLC | 20,435 | -0.40 | 776 | 9.93 | ||||
| 2026-08-14 | 13F | 44 Wealth Management Llc | 14,805 | 0.22 | 562 | 10.43 | ||||
| 2026-07-31 | 13F | TCG Advisory Services, LLC | 11,434 | -9.91 | 434 | -0.46 | ||||
| 2026-07-29 | 13F | Keystone Financial Group | 60,729 | 28.58 | 2,305 | 41.85 | ||||
| 2026-07-23 | 13F | R2 Capital Strategies, LLC | 38,720 | 1,470 | ||||||
| 2026-07-27 | 13F | Westside Investment Management, Inc. | 201,673 | 12.31 | 7,656 | 23.91 | ||||
| 2026-08-07 | 13F | Mml Investors Services, Llc | 1,347,667 | 28.36 | 51,157 | 41.60 | ||||
| 2026-07-28 | 13F | Strategic Financial Concepts, LLC | 11,484 | -36.95 | 436 | -30.51 | ||||
| 2026-07-27 | 13F | Cullen/frost Bankers, Inc. | 282,636 | 8.78 | 10,729 | 20.00 | ||||
| 2026-07-23 | 13F | PFG Investments, LLC | 8,838 | -36.06 | 335 | -29.47 | ||||
| 2026-07-27 | 13F | Richmond Investment Services, LLC | 48,393 | 48.49 | 1,837 | 63.78 | ||||
| 2026-07-27 | 13F | Ashton Thomas Securities, Llc | 46,200 | 21.02 | 1,754 | 33.51 | ||||
| 2026-07-21 | 13F | Guardian Asset Advisors, LLC | 7,300 | 277 | ||||||
| 2026-08-10 | 13F | Delta Asset Management Llc/tn | 5,966 | 0.37 | 226 | 10.78 | ||||
| 2026-08-13 | 13F | Creative Planning | 7,281 | -4.29 | 276 | 5.75 | ||||
| 2026-08-14 | 13F | Gts Securities Llc | 43,291 | 1,643 | ||||||
| 2026-08-10 | 13F | Sweeney & Michel, Llc | 10,706 | 11.04 | 411 | 18.10 | ||||
| 2026-08-14 | 13F | Merited Wealth, LLC | 52,703 | -66.07 | 2,001 | -62.57 | ||||
| 2026-08-14 | 13F | Natixis Advisors, L.p. | 14,224 | 19.03 | 1 | |||||
| 2026-07-09 | 13F | Alliance Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2026-08-12 | 13F | Compton Financial Group, LLC | 1,268,449 | 133.49 | 48,150 | 157.58 | ||||
| 2026-07-24 | 13F | Taylor Financial Group, Inc. | 121,739 | 4.97 | 4,621 | 15.81 | ||||
| 2026-07-22 | 13F | Retireful, LLC | 7,497 | 285 | ||||||
| 2026-07-23 | 13F | Capital Investment Advisory Services, LLC | 35,693 | 17.13 | 1,355 | 29.20 | ||||
| 2026-08-10 | 13F/A | Langley Wealth Management, Llc | 36,884 | 1,400 | ||||||
| 2026-08-14 | 13F | Regal Investment Advisors LLC | 20,804 | -4.01 | 790 | 5.91 | ||||
| 2026-04-14 | 13F | Davies Financial Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2026-04-22 | 13F | Vicus Capital | 45,361 | 37.70 | 1,561 | 34.14 | ||||
| 2026-08-10 | 13F | Essex Financial Services, Inc. | 239,613 | 10.28 | 9,096 | 21.66 | ||||
| 2026-07-29 | 13F | NWF Advisory Services Inc. | 94,957 | 86.24 | 3,605 | 105.47 | ||||
| 2026-08-12 | 13F | Capital Group Private Client Services, Inc. | 420,622 | 41.24 | 15,967 | 55.81 | ||||
| 2026-08-14 | 13F | Western Wealth Management, LLC | 44,351 | 1.09 | 1,684 | 11.53 | ||||
| 2026-07-22 | 13F | Mesirow Financial Investment Management, Inc. | 501,967 | 14.25 | 19,055 | 26.05 | ||||
| 2026-07-24 | 13F | Colonial River Wealth Management, LLC | 24,881 | 22.60 | 944 | 35.24 | ||||
| 2026-07-28 | 13F | Truist Financial Corp | 213,499 | 24.70 | 8,104 | 37.57 | ||||
| 2026-08-18 | 13F | Vermillion & White Wealth Management Group, LLC | 9,998 | 11.58 | 379 | 22.73 | ||||
| 2026-07-20 | 13F | Envestnet Portfolio Solutions, Inc. | 172,718 | 24.06 | 6,556 | 36.87 | ||||
| 2026-08-10 | 13F/A | Tudor Financial Inc. | 18,655 | 8.30 | 708 | 19.59 | ||||
| 2026-08-14 | 13F | Royal Bank Of Canada | 2,519,318 | 7.87 | 95,633 | 19.00 | ||||
| 2026-07-28 | 13F | Wedbush Securities Inc | 6,800 | 11.68 | 0 | |||||
| 2026-07-13 | 13F | Southland Equity Partners LLC | 12,173 | -1.08 | 462 | 9.22 | ||||
| 2026-07-23 | 13F | Apollon Wealth Management, LLC | 374,554 | 7.78 | 14,218 | 18.90 | ||||
| 2026-07-20 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 6,368 | 242 | ||||||
| 2026-08-06 | 13F | Financial Management Network Inc | 19,130 | 31.60 | 712 | 36.73 | ||||
| 2026-08-07 | 13F | Dunhill Financial, LLC | 144 | 5 | ||||||
| 2026-07-31 | 13F | Belpointe Asset Management LLC | 14,371 | 119.17 | 546 | 142.22 | ||||
| 2026-07-31 | 13F | Creekside Partners | 57,717 | 0.36 | 2,191 | 10.72 | ||||
| 2026-08-07 | 13F | Vantus Wealth LLC | 27,735 | 24.76 | 1,053 | 34.01 | ||||
| 2026-07-28 | 13F | Advisor Resource Council | 24,364 | 35.56 | 925 | 49.68 | ||||
| 2026-08-12 | 13F | NFP Retirement, Inc. | 7,088 | 269 | ||||||
| 2026-08-07 | 13F | Pnc Financial Services Group, Inc. | 2,941 | 112 | ||||||
| 2026-07-13 | 13F | DAVENPORT & Co LLC | 151,828 | 23.54 | 5,763 | 36.31 | ||||
| 2026-07-17 | 13F | AA Financial Advisors, LLC | 137,630 | 0.98 | 5,224 | 11.41 | ||||
| 2026-07-28 | 13F | Lantern Wealth Advisors, LLC | 49,991 | 11.03 | 1,898 | 22.47 | ||||
| 2026-07-16 | 13F | Richards, Merrill & Peterson, Inc. | 14,754 | 4.24 | 560 | 14.99 | ||||
| 2026-08-10 | 13F | Advisortrust Partners, Llc | 24,777 | 40.63 | 941 | 55.12 | ||||
| 2026-07-09 | 13F | Mayflower Financial Advisors, LLC | 14,540 | 8.96 | 552 | 20.04 | ||||
| 2026-08-03 | 13F | Envestnet Asset Management Inc | 9,654,718 | 17.11 | 366,493 | 29.19 | ||||
| 2026-07-22 | 13F | International Assets Investment Management, Llc | 5,377 | 203 | ||||||
| 2026-08-11 | 13F | Carson Advisory Inc. | 51,012 | 11.73 | 1,936 | 23.23 | ||||
| 2026-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 1,005,263 | 17.51 | 38,270 | 30.04 | ||||
| 2026-08-14 | 13F | Ameritas Advisory Services, LLC | 149,799 | 1,114.13 | 5,686 | 1,241.04 | ||||
| 2026-08-07 | 13F | Schuylkill Financial LLC | 1 | 0 | ||||||
| 2026-08-03 | 13F | Oppenheimer & Co Inc | 13,627 | 68.09 | 517 | 85.97 | ||||
| 2026-05-06 | 13F | Assetmark, Inc | 310,622 | 37.95 | 10,689 | 34.36 | ||||
| 2026-08-14 | 13F | Magnolia Capital Advisors Llc | 10,684 | -7.55 | 406 | 2.02 | ||||
| 2026-08-06 | 13F | Johnson Financial Group, LLC | 7,850 | 0.00 | 298 | 10.00 | ||||
| 2026-08-06 | 13F | Continuum Advisory, LLC | 109,546 | 16.50 | 4,158 | 28.53 | ||||
| 2026-08-11 | 13F | Nicolet Bankshares Inc | 14,379 | 546 | ||||||
| 2026-08-10 | 13F | MSH Capital Advisors LLC | 12,912 | 6.50 | 490 | 17.51 | ||||
| 2026-08-14 | 13F | Peapack Gladstone Financial Corp | 7,595 | 21.46 | 0 | |||||
| 2026-07-10 | 13F | Accel Wealth Management | 60,453 | 184.44 | 2,295 | 213.82 | ||||
| 2026-07-24 | 13F | D.a. Davidson & Co. | 338,733 | -3.97 | 12,858 | 5.94 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 0 | -100.00 | 0 | |||||
| 2026-08-10 | 13F | Parsonex Advisory Services, Inc. | 10,682 | 0.00 | 405 | 10.35 | ||||
| 2026-08-13 | 13F | Change Path, LLC | 5,707 | 217 | ||||||
| 2026-07-29 | 13F | Nicholson Wealth Management Group, LLC | 6,392 | 0.00 | 243 | 10.50 | ||||
| 2026-07-23 | 13F | RIA Advisory Group LLC | 36,344 | 3.10 | 1,380 | 13.78 | ||||
| 2026-07-08 | 13F | Strategic Investment Solutions, Inc. /IL | 3,437 | 0.00 | 130 | 10.17 | ||||
| 2026-07-27 | 13F | Bare Financial Services, Inc | 51,052 | 0.00 | 1,938 | 10.31 | ||||
| 2026-08-13 | 13F | Fmr Llc | 876 | -22.41 | 33 | -13.16 | ||||
| 2026-07-10 | 13F | Spinnaker Investment Group, LLC | 13,815 | 1.61 | 524 | 12.21 | ||||
| 2026-08-07 | 13F | Kiley Juergens Wealth Management, Llc | 32,576 | 30.85 | 1,237 | 44.39 | ||||
| 2026-07-21 | 13F | Clear Trail Advisors, LLC | 93,718 | 3,558 | ||||||
| 2026-08-14 | 13F | Advisor Group Holdings, Inc. | 3,585,680 | 27.76 | 136,122 | 40.94 | ||||
| 2026-08-07 | 13F | Diversify Advisory Services, LLC | 26,612 | 991 | ||||||
| 2026-07-16 | 13F | HBW Advisory Services LLC | 57,612 | 14.05 | 2,187 | 25.78 | ||||
| 2026-07-17 | 13F | Boyer Financial Services, Inc. | 295,203 | 0.77 | 11,141 | 10.52 | ||||
| 2026-07-27 | 13F | TD Waterhouse Canada Inc. | 12,215 | 0.00 | 460 | 9.00 | ||||
| 2026-08-06 | 13F | Geneos Wealth Management Inc. | 319,852 | 14.09 | 12,142 | 25.85 | ||||
| 2026-08-06 | 13F | Global Retirement Partners, LLC | 48,907 | 89.32 | 1,857 | 103.51 | ||||
| 2026-07-20 | 13F | Certior Financial Group, Llc | 32,835 | 2.40 | 1,246 | 12.96 | ||||
| 2026-08-10 | 13F | Balboa Wealth Partners | 16,737 | 0.67 | 635 | 11.01 | ||||
| 2026-08-13 | 13F | Ameriflex Group, Inc. | 12,267 | 0.00 | 466 | 10.19 | ||||
| 2026-08-14 | 13F | Endeavor Private Wealth, Inc. | 212,646 | 4.26 | 8,107 | 15.09 | ||||
| 2026-07-17 | 13F | TCFG Investment Advisors, LLC | 12,560 | 15.57 | 477 | 27.61 | ||||
| 2026-08-06 | 13F | Valmark Advisers, Inc. | 314,960 | 101.92 | 11,956 | 122.75 | ||||
| 2026-07-29 | 13F | Commonwealth Equity Services, Llc | 3,483,547 | 26.31 | 132,235 | 35.71 | ||||
| 2026-07-30 | 13F | Spectrum Investment Advisors, Inc. | 208,664 | 7,921 | ||||||
| 2026-08-14 | 13F | Synergy Investment Management, LLC | 31,820 | 3.60 | 1,208 | 14.30 | ||||
| 2026-07-09 | 13F | Focus Financial Network, Inc. | 18,221 | 84.48 | 695 | 103.52 | ||||
| 2026-07-24 | 13F | Benjamin Edwards Inc | 1,314,820 | 39.59 | 49,910 | 53.99 | ||||
| 2026-08-10 | 13F | WealthCare Investment Partners, LLC | 145,243 | -0.64 | 5,513 | 8.74 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 481,750 | 0.39 | 16,577 | -2.22 | ||||
| 2026-07-23 | 13F | Strategic Blueprint, LLC | 21,737 | 4.14 | 825 | 14.90 | ||||
| 2026-08-10 | 13F | SRS Capital Advisors, Inc. | 28,313 | 86.47 | 1,075 | 105.75 | ||||
| 2026-08-14 | 13F | Evergreen Wealth Solutions, LLC | 200,753 | 86.27 | 7,743 | 108.82 | ||||
| 2026-08-17 | 13F | WNY Asset Management, LLC | 140,638 | 50.57 | 5,339 | 66.09 | ||||
| 2026-07-30 | 13F | CWS Financial Advisors, LLC | 137,150 | 13.39 | 5,206 | 25.08 | ||||
| 2026-07-08 | 13F | Worth Asset Management, LLC | 209,524 | 6.72 | 7,954 | 17.74 | ||||
| 2026-08-18 | 13F | Kingsview Wealth Management, LLC | 143,350 | -15.93 | 5,442 | -7.26 | ||||
| 2026-08-14 | 13F | Jones Financial Companies Lllp | 2,384,205 | 22.88 | 89,670 | 36.65 | ||||
| 2026-08-14 | 13F | Atlanta Consulting Group Advisors, LLC | 5,272 | 200 | ||||||
| 2026-07-15 | 13F | Quantum Financial Planning Services, Inc. | 421,907 | 34.88 | 16,016 | 48.80 | ||||
| 2026-08-07 | 13F | Lido Advisors, LLC | 23,239 | 886 | ||||||
| 2026-08-07 | 13F | LPL Financial LLC | 18,718,252 | 25.55 | 710,545 | 38.50 | ||||
| 2026-07-22 | 13F | Owen LaRue, LLC | 15,069 | -4.63 | 572 | 5.34 | ||||
| 2026-07-29 | 13F | Aspire Growth Partners LLC | 6,531 | 248 | ||||||
| 2026-07-22 | 13F | Confluence Wealth Services, Inc. | 562,184 | 5.60 | 21,341 | 16.50 | ||||
| 2026-07-31 | 13F | Integrity Alliance, Llc. | 13,358 | 8.79 | 507 | 20.14 | ||||
| 2026-07-24 | 13F | EverSource Wealth Advisors, LLC | 48,560 | -5.05 | 1,843 | 4.78 | ||||
| 2026-08-04 | 13F | Rossby Financial, LCC | 928 | -32.95 | 35 | -25.53 | ||||
| 2026-07-08 | 13F | First Heartland Consultants, Inc. | 149,359 | 2.30 | 5,670 | 12.84 | ||||
| 2026-08-05 | 13F | Souders Financial Advisors | 17,928 | 22.51 | 681 | 35.19 | ||||
| 2026-07-08 | 13F | Cooper Financial Group | 7,998 | 304 | ||||||
| 2026-07-22 | 13F | Tempus Wealth Planning, LLC | 176,327 | 1.34 | 6,693 | 11.79 | ||||
| 2026-08-10 | 13F | Great Valley Advisor Group, Inc. | 575,229 | 2.18 | 21,835 | 12.73 | ||||
| 2026-07-23 | 13F | Financial Consulate, Inc | 158 | 0.00 | 6 | 20.00 | ||||
| 2026-07-21 | 13F | J.w. Cole Advisors, Inc. | 89,836 | 1,424.19 | 3,410 | 1,588.12 | ||||
| 2026-07-27 | 13F | Concord Wealth Partners | 300 | 11 | ||||||
| 2026-08-11 | 13F | Cvfg Llc | 164,981 | 14.99 | 6,263 | 26.84 | ||||
| 2026-08-14 | 13F | Ameriprise Financial Inc | 95,389 | -20.96 | 3,624 | -12.74 | ||||
| 2026-07-22 | 13F | Base Wealth Management LLC | 321,993 | 2.14 | 12,223 | 12.67 | ||||
| 2026-08-13 | 13F | Leigh Baldwin & Co., Llc | 36,315 | 3.00 | 1,379 | 13.60 | ||||
| 2026-08-14 | 13F | Mutual Advisors, LLC | 164,708 | 86.38 | 6,252 | 105.66 | ||||
| 2026-08-06 | 13F | Simplicity Wealth,LLC | 9,305 | 6.73 | 353 | 18.06 | ||||
| 2026-08-14 | 13F | Jane Street Group, Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-07-20 | 13F | Titleist Asset Management, Llc | 41,277 | 1.25 | 1,567 | 11.70 | ||||
| 2026-08-17 | 13F | Asset Allocation Strategies LLC | 68,255 | 20.59 | 2,591 | 33.03 | ||||
| 2026-07-31 | 13F | Founders Financial Securities Llc | 279,066 | 0.20 | 10,593 | 6.24 | ||||
| 2026-08-10 | 13F | Bokf, Na | 605 | 0.00 | 23 | 10.00 | ||||
| 2026-07-23 | 13F | Nwam Llc | 6,678 | 0.00 | 253 | 10.48 | ||||
| 2026-07-27 | 13F | Clear Creek Financial Management, LLC | 173,854 | 6.25 | 6,600 | 17.21 | ||||
| 2026-08-13 | 13F | Captrust Financial Advisors | 143,378 | 3.83 | 5,443 | 14.54 | ||||
| 2026-07-07 | 13F | Dynamic Advisor Solutions LLC | 6,840 | -4.72 | 260 | 4.86 | ||||
| 2026-07-20 | 13F/A | Merit Financial Group, LLC | 318,159 | 9.56 | 12,077 | 20.87 | ||||
| 2026-07-24 | 13F | Clarity Wealth Advisors, LLC | 369,648 | 26.44 | 14,032 | 39.49 | ||||
| 2026-08-14 | 13F | Cascades Capital Asset Management, LLC | 2,886 | 110 | ||||||
| 2026-04-07 | 13F | U.S. Capital Wealth Advisors, LLC | 6,825 | 235 | ||||||
| 2026-07-14 | 13F | National Asset Management, Inc. | 354,422 | 2.94 | 13,440 | 15.55 | ||||
| 2026-07-28 | 13F | Kestra Advisory Services, LLC | 1,758,593 | 11.76 | 66,756 | 23.29 | ||||
| 2026-07-29 | 13F | Sovran Advisors, LLC | 96,563 | 10.03 | 3,602 | 11.94 | ||||
| 2026-08-12 | 13F | Smartleaf Asset Management LLC | 426,687 | 0.00 | 16,180 | 12.26 | ||||
| 2026-07-21 | 13F | Greenbush Financial Group, LLC | 549,400 | -0.33 | 20,855 | 9.95 | ||||
| 2026-08-11 | 13F | OneAscent Financial Services LLC | 15,867 | 37.71 | 602 | 52.02 | ||||
| 2026-08-14 | 13F | Mcguire Capital Advisors Inc | 1,454 | 55 | ||||||
| 2026-07-27 | 13F | Kingswood Wealth Advisors, Llc | 27,045 | 10.58 | 1,027 | 22.00 | ||||
| 2026-08-13 | 13F | Pensionmark Financial Group, Llc | 393,194 | 2.97 | 13,615 | 3.62 | ||||
| 2026-08-05 | 13F | Advisor OS, LLC | 18,932 | -47.19 | 719 | -41.77 | ||||
| 2026-08-03 | 13F | PCG Wealth Advisors, LLC | 402,421 | 15.99 | 15,276 | 27.95 | ||||
| 2026-09-01 | 13F/A | Citadel Advisors Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-08-13 | 13F | IFG Advisory, LLC | 9,039 | 343 | ||||||
| 2026-07-31 | 13F | Mascagni Wealth Management, Inc. | 79,910 | 1.27 | 3,033 | 11.71 | ||||
| 2026-03-27 | 13F | Prosperity Wealth Management, Inc. | 7,353 | 260 | ||||||
| 2026-07-24 | 13F | Uhlmann Price Securities, Llc | 21,879 | 4.69 | 831 | 15.44 | ||||
| 2026-08-14 | 13F | Aqr Capital Management Llc | 12,979 | 0.00 | 493 | 10.31 | ||||
| 2026-07-31 | 13F | We Are One Seven, LLC | 151,676 | 169.06 | 5,758 | 196.91 | ||||
| 2026-07-17 | 13F | LongView Wealth Management | 276,470 | 4.59 | 10,495 | 9.10 | ||||
| 2026-08-17 | 13F | Equitable Holdings, Inc. | 320,886 | 72.59 | 12,181 | 85.53 | ||||
| 2026-08-13 | 13F | Hilltop Holdings Inc. | 9,700 | 0.00 | 368 | 10.51 | ||||
| 2026-07-17 | 13F | Old North State Wealth Management, LLC | 19,049 | 723 | ||||||
| 2026-08-14 | 13F | Warren Averett Asset Management, LLC | 98,234 | 3,729 | ||||||
| 2026-08-05 | 13F | Keystone Wealth Services, LLC | 94,853 | 98.29 | 3,601 | 118.84 | ||||
| 2026-07-09 | 13F | Ai Financial Services Llc | 7,186 | 0.00 | 273 | 10.12 | ||||
| 2026-07-13 | 13F | Stewardship Concepts Financial Services Llc | 36,749 | -15.02 | 1,395 | -6.32 | ||||
| 2026-08-12 | 13F | Us Bancorp \de\ | 1,510 | 0.00 | 57 | 11.76 | ||||
| 2026-07-15 | 13F | Security Financial Services, INC. | 56,484 | -1.83 | 2,144 | 8.34 | ||||
| 2026-07-07 | 13F | Lincoln Capital LLC | 12,680 | 116.01 | 481 | 139.30 | ||||
| 2026-08-12 | 13F | Harbour Investments, Inc. | 1,015,848 | 4.66 | 38,562 | 15.46 | ||||
| 2026-08-25 | 13F | January Capital Advisors LLC | 6,600 | 1.18 | 251 | 11.61 | ||||
| 2026-04-24 | 13F | Keybank National Association/oh | 0 | -100.00 | 0 | |||||
| 2026-08-17 | 13F | Centaurus Financial, Inc. | 149,521 | 23.56 | 6 | 25.00 | ||||
| 2026-07-28 | 13F | Burford Brothers, Inc. | 73,347 | 2.70 | 2,784 | 13.31 | ||||
| 2026-08-04 | 13F | Blueprint Investment Partners LLC | 100,797 | 4.46 | 3,826 | 15.24 | ||||
| 2026-08-13 | 13F | Snowden Capital Advisors LLC | 9,377 | 357 | ||||||
| 2026-07-27 | 13F | Bridgewealth Advisory Group, LLC | 21,705 | 0.03 | 824 | 10.32 | ||||
| 2026-07-27 | 13F | Venture Visionary Partners LLC | 304,689 | 28.18 | 11,566 | 41.41 | ||||
| 2026-07-08 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 2,431 | 0.00 | 92 | 10.84 | ||||
| 2026-07-21 | 13F | Nbc Securities, Inc. | 773 | 173.14 | 29 | 222.22 | ||||
| 2026-04-24 | 13F | Tcfg Wealth Management, Llc | 10,868 | 374 | ||||||
| 2026-07-29 | 13F | United Advisor Group, LLC | 45,157 | 10.25 | 1,714 | 21.65 | ||||
| 2026-04-20 | 13F | Skyline Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2026-05-01 | 13F | Anchor Investment Management, LLC | 1,250 | 43 | ||||||
| 2026-07-22 | 13F | SFG Wealth Management, LLC. | 0 | -100.00 | 0 | |||||
| 2026-07-16 | 13F | PFG Advisors | 142,674 | 8.88 | 5,416 | 20.09 | ||||
| 2026-07-23 | 13F | Lodestone Wealth Management LLC | 14,146 | -0.56 | 537 | 9.61 | ||||
| 2026-08-06 | 13F | Buckingham Strategic Partners | 27,063 | 14.66 | 1,027 | 26.48 | ||||
| 2026-08-06 | 13F | OakTrust Wealth Advisors, LLC | 22,515 | 60.27 | 855 | 76.81 | ||||
| 2026-08-10 | 13F | Prepared Retirement Institute LLC | 10,101 | -38.13 | 383 | -31.73 | ||||
| 2026-07-15 | 13F | VVR Holdings LLC | 142,823 | 27.26 | 5,422 | 40.40 | ||||
| 2026-08-06 | 13F | Bank of New York Mellon Corp | 105,647 | 137.77 | 4,010 | 162.43 | ||||
| 2026-08-14 | 13F | Ausdal Financial Partners, Inc. | 69,174 | 29.04 | 2,626 | 42.35 | ||||
| 2026-08-07 | 13F | SILVER OAK SECURITIES, Inc | 24,963 | 59.38 | 948 | 76.02 | ||||
| 2026-07-09 | 13F | Adamsbrown Wealth Consultants Llc | 6,401 | 243 | ||||||
| 2026-05-15 | 13F | MAI Capital Management | 0 | -100.00 | 0 | |||||
| 2026-08-04 | 13F | PKS Advisory Services, LLC | 78,541 | 2,981 | ||||||
| 2026-08-12 | 13F | Mission Financial Group, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-07-15 | 13F | Prospera Financial Services Inc | 37,031 | -77.80 | 1,406 | -75.52 | ||||
| 2026-08-05 | 13F | HighPoint Advisor Group LLC | 145,183 | 40.32 | 5,511 | 54.80 | ||||
| 2026-07-09 | 13F | Lantz Financial LLC | 37,952 | 49.10 | 1,441 | 64.57 | ||||
| 2026-08-07 | 13F | Perigon Wealth Management, LLC | 5,585 | 212 | ||||||
| 2026-07-22 | 13F | Englebert Financial Advisers, LLC | 34,817 | 4.83 | 1,322 | 15.67 | ||||
| 2026-08-12 | 13F | Summit Financial, LLC | 30,047 | -3.38 | 1,145 | 6.71 | ||||
| 2026-07-21 | 13F | Old Port Advisors | 5,755 | 218 | ||||||
| 2026-07-28 | 13F | Dahring | Cusmano Llc | 94,996 | 8.91 | 3,606 | 20.16 | ||||
| 2026-07-23 | 13F | Cape Investment Advisory, Inc. | 3,155 | 120 | ||||||
| 2026-07-07 | 13F | Bill Few Associates, Inc. | 10,531 | 18.63 | 400 | 30.82 | ||||
| 2026-07-24 | 13F | Financial Perspectives, Inc | 15,490 | 65.39 | 588 | 82.30 | ||||
| 2026-08-07 | 13F | Forge Financial Services LLC | 3,842,632 | 2.06 | 145,866 | 12.59 | ||||
| 2026-08-05 | 13F | HighTower Advisors, LLC | 242,078 | 6.63 | 9,189 | 17.64 | ||||
| 2026-08-06 | 13F | Verus Capital Partners, Llc | 6,098 | -18.57 | 231 | -10.12 | ||||
| 2026-08-05 | 13F | Beacon Financial Advisory LLC | 36,456 | 3.10 | 1,384 | 13.73 | ||||
| 2026-07-28 | 13F | Kovack Advisors, Inc. | 8,287 | -13.49 | 313 | -5.45 | ||||
| 2026-08-12 | 13F | Northwestern Mutual Wealth Management Co | 57,220 | 43.80 | 2,172 | 58.66 | ||||
| 2026-08-13 | 13F | Renaissance Technologies Llc | 97,000 | 3,682 | ||||||
| 2026-09-08 | 13F/A | Integrated Wealth Concepts LLC | 274,113 | 21.00 | 10,405 | 33.50 | ||||
| 2026-08-14 | 13F | Medallion Wealth Advisors, LLC | 11,850 | 1,875.00 | 450 | 2,145.00 | ||||
| 2026-07-28 | 13F | Armstrong, Fleming & Moore, Inc | 19,191 | 0.04 | 728 | 10.30 | ||||
| 2026-07-23 | 13F | Nations Financial Group Inc, /ia/ /adv | 22,415 | 17.63 | 851 | 29.77 | ||||
| 2026-07-28 | 13F | Barnes Pettey Financial Advisors, Llc | 7,175 | 272 | ||||||
| 2026-08-12 | 13F | Colony Group, LLC | 19,997 | 20.30 | 759 | 29.30 | ||||
| 2026-07-15 | 13F | Wealth Enhancement Advisory Services, Llc | 1,595,320 | 18.27 | 60,096 | 28.77 | ||||
| 2026-08-07 | 13F | BlackRock, Inc. | 2,000 | 0.00 | 76 | 10.29 | ||||
| 2026-07-30 | 13F | Bayban | 604 | 0.00 | 23 | 10.00 | ||||
| 2026-08-11 | 13F | Stratos Wealth Advisors, LLC | 110,406 | 16.08 | 4,191 | 28.09 | ||||
| 2026-05-15 | 13F | Old Mission Capital Llc | 0 | -100.00 | 0 | |||||
| 2026-09-04 | 13F | Parkside Financial Bank & Trust | 870 | 33 | ||||||
| 2026-07-07 | 13F | M.e. Allison & Co., Inc. | 6,410 | -1.91 | 243 | 8.48 | ||||
| 2026-08-13 | 13F | Visionary Wealth Advisors | 31,389 | 6.87 | 1,192 | 17.92 | ||||
| 2026-08-11 | 13F | Godfrey Financial Associates, Inc. | 2,439 | 2.09 | 93 | 12.20 |
