Grunnleggende statistikk
| Institusjonelle eiere | 271 total, 271 long only, 0 short only, 0 long/short - change of 6,58% MRQ |
| Gjennomsnittlig porteføljeallokering | 0.3750 % - change of 16,18% MRQ |
| Institusjonelle aksjer (Long) | 46 115 490 (ex 13D/G) - change of 0,38MM shares 5,22% MRQ |
| Institusjonell verdi (Long) | $ 4 670 705 USD ($1000) |
Institusjonelt eierskap og aksjonærer
Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF (MX:RWL) har 271 institusjonelle eiere og aksjonærer som har sendt inn 13D/G- eller 13F-skjemaer til Securities Exchange Commission (SEC). Disse institusjonene eier til sammen 46,115,490 aksjer. De største aksjonærene inkluderer Invesco Ltd., LPL Financial LLC, Ameriprise Financial Inc, Morgan Stanley, Allworth Financial LP, AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Portfolio Series: Active Allocation Fund Class R5, Bank Of America Corp /de/, Fusion Family Wealth LLC, AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Portfolio Series: Moderate Investor Fund Class C, and Advisor Group Holdings, Inc. .
Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF (BMV:RWL) institusjonell eierstruktur viser nåværende posisjoner i selskapet fordelt på institusjoner og fond, samt de siste endringene i posisjonsstørrelse. De største aksjonærene kan være individuelle investorer, verdipapirfond, hedgefond eller institusjoner. Schedule 13D indikerer at investoren eier (eller har eid) mer enn 5 % av selskapet og har til hensikt (eller hadde til hensikt) å aktivt forfølge en endring i forretningsstrategien. Schedule 13G indikerer en passiv investering på over 5 %.
Fondssentiment-score
Fondssentiment Score (også kjent som akkumulering av eierskap poengsum) viser hvilke aksjer som er mest kjøpt av fond. Den er resultatet av en sofistikert, kvantitativ flerfaktormodell som identifiserer selskaper med de høyeste nivåene av institusjonell akkumulering. Beregningsmodellen for poeng bruker en kombinasjon av den totale økningen i antall offentliggjorte eiere, endringer i porteføljeallokeringen til disse eierne og andre beregninger. Tallet går fra 0 til 100, der høyere tall indikerer en høyere grad av akkumulering i forhold til sammenlignbare selskaper, der 50 er gjennomsnittet.
Oppdateringsfrekvens: Daglig
Sjekk ut Ownership Explorer, som inneholder en liste over de høyest rangerte selskapene.
13F- og NPORT-arkiveringer
Detaljer om 13F-arkiveringer er gratis. Detaljer om NP-arkiveringer krever et premium-medlemskap. Grønne rader indikerer nye posisjoner. Røde rader indikerer lukkede posisjoner. Klikk på lenke ikonet for å se hele transaksjonshistorikken.
Oppgrader
for å låse opp premiedata og eksportere til Excel. 
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| Fildato | Kilde | Investor | Type | Gjennomsnittlig pris (estimert) |
Aksjer | Δ Aksjer (%) |
Rapportert verdi ($1000) | Verdi (%) | Portallokering (%) | |
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 39 136 | −32,28 | 4 082 | −28,89 | ||||
| 2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 43 024 | 39,85 | 4 487 | 48,94 | ||||
| 2025-07-15 | 13F | Main Street Group, LTD | 3 218 | −0,40 | 336 | 4,69 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 110 982 | 4,07 | 11 574 | 9,26 | ||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 3 111 | 0,00 | 324 | 4,85 | ||||
| 2025-07-22 | 13F | Gsa Capital Partners Llp | 2 422 | −52,79 | 0 | |||||
| 2025-08-12 | 13F | Solano Wealth Investment Advisors LLC | 20 566 | −1,61 | 2 145 | 3,28 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 22 359 | 1,74 | 2 332 | 8,47 | ||||
| 2025-07-16 | 13F | Crowley Wealth Management, Inc. | 119 | 0,00 | 12 | 9,09 | ||||
| 2025-05-05 | 13F | Lowery Thomas, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Fiera Capital Corp | 10 158 | 0,00 | 1 059 | 4,96 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 15 004 | −3,36 | 1 565 | 1,49 | ||||
| 2025-08-11 | 13F | VSM Wealth Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 3 800 | 396 | ||||||
| 2025-07-10 | 13F | Stewardship Advisors, LLC | 217 350 | 0,84 | 22 667 | 5,86 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 260 | 0,39 | 27 | 8,00 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 76 393 | 6,22 | 7 967 | 11,52 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 10 391 | −10,78 | 1 084 | −6,40 | ||||
| 2025-07-11 | 13F | Wealth Management Partners, LLC | 51 995 | −0,15 | 5 444 | 5,26 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 163 121 | −9,65 | 17 012 | −5,15 | ||||
| 2025-08-07 | 13F | Montag A & Associates Inc | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 100 | 0,00 | 10 | 11,11 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 1 118 | 0,09 | 117 | 5,45 | ||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 72 | −11,11 | 7 | −12,50 | ||||
| 2025-07-15 | 13F | Accurate Wealth Management, LLC | 5 245 | 0,00 | 553 | 11,29 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 22 723 | 11,95 | 2 | 0,00 | ||||
| 2025-07-30 | 13F | Fusion Family Wealth LLC | 1 579 615 | 0,58 | 164 738 | 5,59 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 3 338 | 0,27 | 348 | 5,45 | ||||
| 2025-08-08 | 13F | Glassman Wealth Services | 745 | 0,00 | 78 | 4,05 | ||||
| 2025-05-12 | 13F | Aveo Capital Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 67 682 | −1,45 | 7 059 | 3,46 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 1 128 | 4,64 | 118 | 11,43 | ||||
| 2025-08-11 | 13F | Landaas & Co /wi /adv | 3 802 | 5,76 | 397 | 11,20 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 44 221 | −4,12 | 4 612 | 0,65 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 9 376 | 80,55 | 978 | 89,71 | ||||
| 2025-07-14 | 13F | Abound Wealth Management | 380 | 0,00 | 40 | 5,41 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 2 121 | −9,24 | 222 | 0,91 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 48 111 | 169,29 | 5 017 | 182,81 | ||||
| 2025-08-11 | 13F | Forge Financial Services LLC | 39 077 | −0,41 | 4 051 | 3,93 | ||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 16 653 | −6,66 | 1 737 | −2,03 | ||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 147 631 | −8,30 | 15 | 0,00 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 8 403 | −11,68 | 876 | −7,30 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 41 305 | 0,83 | 4 308 | 5,87 | ||||
| 2025-08-07 | 13F | Nwam Llc | 47 674 | 2,00 | 4 979 | 7,22 | ||||
| 2025-08-14 | 13F | Comerica Bank | 8 386 | −16,61 | 875 | −12,42 | ||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 9 647 | 46,28 | 1 006 | 53,59 | ||||
| 2025-09-04 | 13F | Beacon Capital Management, Inc. | 990 | 103 | ||||||
| 2025-04-22 | 13F | Veridan Wealth LLC | 2 314 | −0,13 | 230 | −3,38 | ||||
| 2025-07-15 | 13F | Optima Capital Llc | 25 298 | 2 638 | ||||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 2 176 | 0,00 | 227 | 4,63 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Cerity Partners LLC | 382 195 | 39 859 | ||||||
| 2025-08-28 | NP | AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Portfolio Series: Active Allocation Fund Class R5 | 2 111 823 | 6,94 | 220 242 | 12,27 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 9 977 | 13,57 | 1 030 | 18,12 | ||||
| 2025-07-29 | 13F | Empirical Asset Management, LLC | 11 795 | −1,42 | 1 230 | 3,54 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 80 706 | −0,97 | 8 417 | 3,97 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 52 563 | −13,80 | 5 482 | −9,51 | ||||
| 2025-07-25 | 13F | Retirement Planning Group, Llc / Ny | 56 914 | 16,50 | 5 936 | 22,32 | ||||
| 2025-08-13 | 13F | M&t Bank Corp | 2 731 | 0,00 | 285 | 4,80 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 7 758 | −89,62 | 814 | −89,04 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 200 | 0,00 | 0 | |||||
| 2025-08-14 | 13F | Garden State Investment Advisory Services LLC | 11 562 | 1 206 | ||||||
| 2025-07-30 | 13F | Caliber Wealth Management, LLC / KS | 2 017 | 0,00 | 210 | 5,00 | ||||
| 2025-07-29 | 13F | Kraft, Davis & Associates, LLC | 93 693 | −0,57 | 9 847 | 11,00 | ||||
| 2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 8 702 | 103,41 | 908 | 113,92 | ||||
| 2025-07-10 | 13F | Marshall Financial Group LLC | 7 519 | −0,11 | 787 | 5,35 | ||||
| 2025-07-08 | 13F | Rise Advisors, LLC | 362 | 0,28 | 38 | 5,71 | ||||
| 2025-07-10 | 13F | Tompkins Financial Corp | 40 207 | −0,86 | 4 193 | 4,10 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 5 175 | −0,19 | 537 | 4,08 | ||||
| 2025-07-10 | 13F | Kmg Fiduciary Partners, Llc | 9 143 | −2,78 | 954 | 2,03 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 645 | 0,00 | 67 | 4,69 | ||||
| 2025-08-28 | NP | AADAX - INVESCO Growth Allocation Fund Class A | 1 093 383 | 6,91 | 114 029 | 12,23 | ||||
| 2025-07-15 | 13F | Retireful, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Mission Hills Financial Advisory, LLC | 64 072 | −2,85 | 6 682 | 2,00 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 18 833 | 21,55 | 1 964 | 27,62 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 4 943 | 7,46 | 1 | |||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 183 781 | 13,16 | 19 166 | 18,80 | ||||
| 2025-05-05 | 13F | Lindbrook Capital, Llc | 1 250 | 0,00 | 124 | 1,64 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 2 776 | 290 | ||||||
| 2025-05-15 | 13F | Tower Research Capital LLC (TRC) | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Founders Capital Management | 5 | 0,00 | 1 | |||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 970 | 101 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 240 | −80,55 | 25 | −79,51 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 154 058 | 7,22 | 16 067 | 12,56 | ||||
| 2025-08-13 | 13F/A | StoneX Group Inc. | 2 709 | 0,37 | 266 | 6,43 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 4 | 0 | ||||||
| 2025-08-11 | 13F | Citigroup Inc | 795 | 83 | ||||||
| 2025-07-21 | 13F | Investment Planning Advisors, Inc. | 24 234 | 12,09 | 2 527 | 17,70 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 2 905 | 29,46 | 303 | 37,90 | ||||
| 2025-08-11 | 13F | Atlantic Private Wealth, LLC | 528 | 0,00 | 55 | 5,77 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 104 | 0,00 | 11 | 11,11 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 2 058 | 215 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 10 078 | 46,61 | 1 051 | 54,11 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 505 000 | 40,49 | 52 565 | 48,57 | ||||
| 2025-08-12 | 13F/A | Cozad Asset Management Inc | 6 268 | 0,06 | 654 | 4,98 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 26 246 | 0,36 | 2 737 | 5,39 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 1 256 | 0,00 | 0 | |||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 2 899 | 21,96 | 302 | 27,97 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 2 342 | −0,93 | 244 | 4,27 | ||||
| 2025-07-17 | 13F | ERn Financial, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 686 896 | 12,79 | 71 636 | 18,41 | ||||
| 2025-08-28 | NP | ACMAX - Absolute Capital Defender Fund Class A Shares | 13 500 | −40,79 | 1 408 | −34,16 | ||||
| 2025-05-15 | 13F | Newbridge Financial Services Group, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 1 342 | 0,00 | 140 | 4,51 | ||||
| 2025-08-28 | NP | AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Portfolio Series: Moderate Investor Fund Class C | 1 506 074 | 1,44 | 157 068 | 6,50 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | −100,00 | 0 | |||||
| 2025-05-13 | 13F | Gentry Private Wealth, Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-14 | 13F | Signature Securities Group Corporation | 2 164 | 2,95 | 226 | 8,17 | ||||
| 2025-08-28 | NP | AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Portfolio Series: Growth Investor Fund Class R6 | 1 028 396 | 5,35 | 107 251 | 10,60 | ||||
| 2025-07-29 | 13F | AssuredPartners Investment Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Turning Point Benefit Group, Inc. | 2 480 | −24,89 | 259 | −13,71 | ||||
| 2025-08-28 | NP | CMAIX - Invesco Conservative Allocation Fund CLASS R5 | 155 192 | −0,16 | 16 185 | 4,82 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 2 672 | −38,02 | 279 | −35,05 | ||||
| 2025-04-15 | 13F | Collier Financial | 61 | 0,00 | 6 | 20,00 | ||||
| 2025-07-18 | 13F | Heritage Financial Services, LLC | 2 521 | 263 | ||||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 221 | 23 | ||||||
| 2025-08-06 | 13F | RFG - Bristol Wealth Advisors, LLC | 125 169 | 5,17 | 13 054 | 10,40 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 23 837 | 2 | ||||||
| 2025-07-15 | 13F | Colonial River Wealth Management, LLC | 95 253 | 26,79 | 10 039 | 34,50 | ||||
| 2025-04-29 | 13F | Hm Payson & Co | 640 | 0,00 | 64 | 1,61 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 36 066 | 7,61 | 3 761 | 12,98 | ||||
| 2025-08-14 | 13F | UBS Group AG | 520 474 | −0,21 | 54 280 | 4,76 | ||||
| 2025-07-24 | 13F/A | TFR Capital, LLC. | 86 971 | 2,82 | 9 070 | 7,95 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 10 786 | −12,32 | 1 125 | −8,02 | ||||
| 2025-04-29 | 13F | Lee Danner & Bass Inc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 2 207 | 230 | ||||||
| 2025-08-08 | 13F | Petix & Botte Co | 67 593 | 14,41 | 7 049 | 20,13 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 8 389 | 16,51 | 875 | 22,24 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 3 005 003 | 7,01 | 313 392 | 12,34 | ||||
| 2025-07-17 | 13F | Wolff Wiese Magana Llc | 130 | 0,00 | 14 | 8,33 | ||||
| 2025-08-08 | 13F | Intrua Financial, LLC | 47 017 | −0,89 | 4 903 | 4,05 | ||||
| 2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 143 175 | −2,35 | 14 932 | 2,52 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 22 561 | −0,73 | 2 353 | 4,21 | ||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 255 | 27 | ||||||
| 2025-07-29 | 13F | Private Trust Co Na | 2 420 | 0,04 | 252 | 5,00 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 4 191 | −0,59 | 437 | 4,55 | ||||
| 2025-07-14 | 13F | E&G Advisors, LP | 15 758 | 9,87 | 1 643 | 15,38 | ||||
| 2025-07-17 | 13F | Michels Family Financial, LLC | 3 061 | 2,51 | 319 | 7,77 | ||||
| 2025-07-17 | 13F | Paradigm Financial Partners, Llc | 75 506 | 4,31 | 7 874 | 9,51 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 268 398 | 91,83 | 27 991 | 104,31 | ||||
| 2025-07-10 | 13F | Secure Asset Management, LLC | 6 783 | 34,10 | 707 | 40,84 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 7 074 | −12,27 | 738 | −7,99 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 304 221 | 10,32 | 31 727 | 15,82 | ||||
| 2025-08-14 | 13F | Operose Advisors LLC | 475 | 0,00 | 50 | 4,26 | ||||
| 2025-07-21 | 13F | Pflug Koory, LLC | 1 557 | 0,06 | 162 | 5,19 | ||||
| 2025-05-19 | 13F | Heck Capital Advisors, LLC | 0 | 0 | ||||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 3 657 | 18,43 | 381 | 24,51 | ||||
| 2025-08-12 | 13F | Atlantic Family Wealth, Llc | 2 872 | 0,00 | 300 | 4,91 | ||||
| 2025-07-23 | 13F | High Note Wealth, LLC | 14 | 0,00 | 1 | 0,00 | ||||
| 2025-08-28 | NP | AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Portfolio Series: Conservative Investor Fund Class R6 | 120 243 | 0,32 | 12 540 | 5,32 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 488 | 0,00 | 51 | 4,17 | ||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 408 | 0,25 | 43 | 5,00 | ||||
| 2025-07-08 | 13F | Lowe Wealth Advisors, LLC | 300 | 0,00 | 31 | 6,90 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 56 191 | 47,30 | 5 860 | 54,66 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 5 743 | 11,23 | 599 | 16,80 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 8 377 | −2,68 | 874 | 2,11 | ||||
| 2025-08-08 | 13F | Flaharty Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Baldwin Brothers Inc/ma | 6 600 | 0,00 | 688 | 5,04 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 4 311 | 67,94 | 428 | 70,52 | ||||
| 2025-07-22 | 13F | Diligent Investors, LLC | 3 084 | 0,06 | 322 | 4,90 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 8 424 | 36,82 | 879 | 43,70 | ||||
| 2025-08-08 | 13F | Creative Planning | 6 915 | 12,55 | 721 | 18,20 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 68 253 | 2,15 | 7 118 | 7,25 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 3 616 | 21,10 | 377 | 27,36 | ||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 98 | 0,00 | 10 | 11,11 | ||||
| 2025-07-16 | 13F | Cadent Capital Advisors, LLC | 122 137 | 0,80 | 12 738 | 5,82 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 427 | 0,00 | 45 | 4,76 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 32 947 | 3 436 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 881 490 | 26,28 | 92 | 31,88 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 180 | 0,00 | 19 | 5,88 | ||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 340 | 0,00 | 35 | 6,06 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 678 403 | −1,00 | 70 751 | 3,94 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 574 | 0,00 | 60 | 3,51 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-24 | 13F | Thompson Investment Management, Inc. | 500 | 52 | ||||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 43 076 | −0,77 | 4 492 | 4,17 | ||||
| 2025-07-15 | 13F | Aspire Capital Advisors LLC | 118 868 | −0,04 | 12 397 | 4,94 | ||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 231 | 0,00 | 24 | 9,09 | ||||
| 2025-07-30 | 13F | Pacific Sun Financial Corp | 3 162 | 0,00 | 330 | 4,78 | ||||
| 2025-08-14 | 13F | Redwood Financial Network Corp | 7 596 | −1,03 | 792 | 3,94 | ||||
| 2025-08-01 | 13F | GoalVest Advisory LLC | 239 | −22,65 | 25 | −20,00 | ||||
| 2025-08-08 | 13F/A | Ignite Planners, LLC | 21 161 | 17,95 | 2 200 | 25,87 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 30 429 | 3,86 | 3 173 | 9,04 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 181 317 | 42,38 | 19 | 50,00 | ||||
| 2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 5 952 | 621 | ||||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 2 118 | 0,24 | 221 | 5,26 | ||||
| 2025-08-08 | 13F | TD Capital Management LLC | 102 | 0,00 | 11 | 0,00 | ||||
| 2025-07-18 | 13F | Lockerman Financial Group, Inc. | 2 556 | 14,98 | 267 | 20,91 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 3 307 | 18,53 | 345 | 24,19 | ||||
| 2025-07-21 | 13F | Future Financial Wealth Managment LLC | 83 | 0,00 | 9 | 0,00 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 872 227 | 2,36 | 90 965 | 7,47 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 96 366 | 2,32 | 10 175 | 8,77 | ||||
| 2025-07-28 | 13F | Rik Saylor Financial, Inc. | 13 331 | 3,37 | 1 390 | 8,51 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 17 508 | −17,62 | 1 826 | −13,55 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 1 960 | 204 | ||||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 230 | 0,00 | 24 | 4,55 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 34 712 | −2,86 | 3 620 | 2,00 | ||||
| 2025-05-12 | 13F | Commons Capital, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Allworth Financial LP | 2 251 612 | 1,82 | 234 821 | 9,96 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 104 156 | 158,57 | 10 862 | 171,48 | ||||
| 2025-08-13 | 13F | ESL Trust Services, LLC | 543 | 0,00 | 57 | 5,66 | ||||
| 2025-07-31 | 13F | Resonant Capital Advisors, LLC | 73 775 | −0,33 | 7 694 | 4,62 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 157 002 | 9,70 | 16 373 | 15,16 | ||||
| 2025-07-09 | 13F | Key Client Fiduciary Advisors, LLC | 19 010 | 1,31 | 1 983 | 6,33 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Florida Financial Advisors, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Rodgers & Associates, LTD | 22 624 | −1,20 | 2 359 | 3,74 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 12 092 | 0,00 | 1 261 | 5,00 | ||||
| 2025-08-13 | 13F | Avestar Capital, LLC | 52 494 | 18,22 | 5 475 | 24,13 | ||||
| 2025-05-15 | 13F | Gts Securities Llc | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 4 859 | −2,02 | 507 | 4,33 | ||||
| 2025-08-08 | 13F | Tanglewood Legacy Advisors, LLC | 411 | 0,00 | 43 | 5,00 | ||||
| 2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 7 974 | 9,26 | 832 | 14,78 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 66 539 | −47,18 | 6 939 | −44,55 | ||||
| 2025-08-04 | 13F | Amplius Wealth Advisors, LLC | 32 717 | 0,00 | 3 412 | 4,98 | ||||
| 2025-08-06 | 13F | Atlas Legacy Advisors, LLC | 155 401 | 0,79 | 16 207 | 4,74 | ||||
| 2025-07-15 | 13F | Wealth Effects Llc | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Parsons Capital Management Inc/ri | 2 760 | 0,00 | 288 | 4,74 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 12 628 | 1,00 | 1 317 | 5,96 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 9 233 | 4,67 | 963 | 9,82 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 37 267 | 3,83 | 3 887 | 9,00 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 2 175 | 0,00 | 230 | 9,57 | ||||
| 2025-08-13 | 13F | Denver Wealth Management, Inc. | 150 378 | 5,79 | 15 683 | 11,05 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 32 220 | 3,96 | 3 360 | 9,16 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 62 100 | 2,82 | 6 476 | 7,95 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 29 410 | −22,48 | 3 067 | −18,60 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 36 | 4 | ||||||
| 2025-08-05 | 13F | Obermeyer Wood Investment Counsel, Lllp | 7 362 | 0,00 | 768 | 4,92 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 197 988 | 2,73 | 20 648 | 7,85 | ||||
| 2025-08-01 | 13F | Chilton Capital Management Llc | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Financial Partners Group, Inc | 5 517 | 49,67 | 575 | 57,10 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 10 371 | −0,66 | 1 082 | 4,24 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 48 893 | −1,13 | 5 | 25,00 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 55 418 | −1,91 | 5 780 | 2,98 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 25 | 3 | ||||||
| 2025-08-12 | 13F | Absolute Capital Management, LLC | 40 154 | 43,04 | 4 188 | 50,18 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 297 | 0,00 | 31 | 3,45 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 284 246 | 23,75 | 29 644 | 29,91 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 9 | 0,00 | 1 | |||||
| 2025-07-15 | 13F | RVW Wealth, LLC | 44 592 | −2,14 | 4 650 | 2,74 | ||||
| 2025-08-06 | 13F | Aspect Partners, LLC | 2 652 | 0,00 | 277 | 4,94 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 39 644 | 212,45 | 4 134 | 228,10 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Hrt Financial Lp | 5 469 | 1 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 4 800 717 | 16,75 | 500 667 | 22,57 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-05-13 | 13F | Brooklyn FI, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 7 388 | −2,04 | 770 | 2,94 | ||||
| 2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 8 535 | 0,00 | 890 | 5,08 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 2 665 | 57,69 | 278 | 65,87 | ||||
| 2025-07-28 | 13F | Holistic Planning, LLC | 13 364 | 6,22 | 1 394 | 11,53 | ||||
| 2025-08-15 | 13F | Asset Allocation Strategies LLC | 65 249 | 6 805 | ||||||
| 2025-04-29 | 13F | Raleigh Capital Management Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 2 011 138 | 0,94 | 209 742 | 5,97 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 73 646 | −6,86 | 7 681 | −2,22 | ||||
| 2025-07-29 | 13F | Activest Wealth Management | 0 | 0 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 311 325 | 52,51 | 32 468 | 60,11 | ||||
| 2025-08-06 | 13F | Mark Sheptoff Financial Planning, Llc | 341 | 40,91 | 36 | 45,83 | ||||
| 2025-08-11 | 13F | CBIZ Investment Advisory Services, LLC | 115 | 0,00 | 12 | 9,09 | ||||
| 2025-07-29 | 13F | Kelman-Lazarov, Inc. | 33 123 | −1,60 | 3 454 | 3,32 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 2 887 | 0,07 | 0 | |||||
| 2025-08-05 | 13F | Key FInancial Inc | 5 232 | 546 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 1 244 310 | 50,33 | 129 793 | 57,82 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 9 269 | 10,15 | 967 | 15,69 | ||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 60 123 | 42,60 | 6 270 | 49,71 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 3 684 169 | −12,58 | 383 456 | −8,44 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 210 | −79,21 | 22 | −79,00 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 98 095 | 64,23 | 10 230 | 72,43 | ||||
| 2025-07-22 | 13F | Hickory Asset Management, Inc. | 2 349 | 245 | ||||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 9 200 | 959 | ||||||
| 2025-08-04 | 13F | Pinnacle Associates Ltd | 2 380 | 0,00 | 248 | 5,08 | ||||
| 2025-04-23 | 13F | Valmark Advisers, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Fmr Llc | 12 045 | 18,42 | 1 256 | 24,36 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 435 146 | 17,82 | 45 381 | 23,69 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 5 233 | −6,35 | 546 | −1,80 | ||||
| 2025-07-23 | 13F | Tcfg Wealth Management, Llc | 21 201 | 244,84 | 2 211 | 262,46 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 22 733 | 38,79 | 2 371 | 45,67 | ||||
| 2025-07-10 | 13F | Kozak & Associates, Inc. | 578 420 | 1,53 | 60 751 | 11,67 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 2 225 | 233 | ||||||
| 2025-08-05 | 13F | Huntington National Bank | 199 | 4,76 | ||||||
| 2025-08-13 | 13F | Invesco Ltd. | 8 176 399 | 4,22 | 852 717 | 9,41 | ||||
| 2025-04-30 | 13F | Harbour Investment Management Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Pennington Partners & Co., Llc | 4 678 | 0,11 | 488 | 4,96 | ||||
| 2025-08-25 | 13F | Hilltop Partners LLC | 2 724 | 0,00 | 284 | 5,19 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 3 990 | −45,76 | 416 | −43,01 | ||||
| 2025-07-30 | 13F | Klingman & Associates, LLC | 284 786 | 0,15 | 29 700 | 5,14 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 521 | −9,71 | 54 | −5,26 | ||||
| 2025-07-09 | 13F | Fermata Advisors, LLC | 11 734 | −87,46 | 1 224 | −86,84 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 125 440 | −9,62 | 13 082 | −5,11 | ||||
| 2025-07-15 | 13F | Cora Capital Advisors Llc | 4 522 | −51,84 | 472 | −49,46 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 21 290 | −1,79 | 2 220 | 3,11 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 500 | 0,00 | 52 | 6,12 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 50 963 | 8,72 | 5 315 | 14,13 | ||||
| 2025-07-22 | 13F | Marks Group Wealth Management, Inc | 2 520 | 0,00 | 263 | 4,80 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 76 587 | −0,35 | 7 987 | 4,62 | ||||
| 2025-08-13 | 13F | Legacy Capital Wealth Partners, LLC | 75 944 | −5,51 | 7 386 | −1,18 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 515 | 0,00 | 54 | 3,92 | ||||
| 2025-08-14 | 13F | Silvercrest Asset Management Group Llc | 3 047 | 0,00 | 318 | 4,97 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 150 | 0,00 | 16 | 7,14 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 72 | 1,41 | 7 | 0,00 | ||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 4 446 | −0,85 | 464 | 4,04 |
Other Listings
| US:RWL | USD 109,67 |
