CGCP - Capital Group Fixed Income ETF Trust - Capital Group Core Plus Income ETF Aksjer - aksjekurs, institusjonelt eierskap, aksjonærer (ARCA).

Capital Group Fixed Income ETF Trust - Capital Group Core Plus Income ETF
US ˙ ARCA ˙ US14020Y1029

Grunnleggende statistikk
Institusjonelle eiere 261 total, 261 long only, 0 short only, 0 long/short - change of 5,24% MRQ
Gjennomsnittlig porteføljeallokering 0.9928 % - change of −8,58% MRQ
Institusjonelle aksjer (Long) 205 461 187 (ex 13D/G) - change of 26,17MM shares 14,60% MRQ
Institusjonell verdi (Long) $ 4 289 089 USD ($1000)
Institusjonelt eierskap og aksjonærer

Capital Group Fixed Income ETF Trust - Capital Group Core Plus Income ETF (US:CGCP) har 261 institusjonelle eiere og aksjonærer som har sendt inn 13D/G- eller 13F-skjemaer til Securities Exchange Commission (SEC). Disse institusjonene eier til sammen 205,461,187 aksjer. De største aksjonærene inkluderer Capital International Investors, CGBL - Capital Group Core Balanced ETF Share Class, LPL Financial LLC, Morgan Stanley, Wells Fargo & Company/mn, Envestnet Asset Management Inc, Johnson Bixby & Associates, LLC, Cetera Investment Advisers, Northwestern Mutual Wealth Management Co, and Raymond James Financial Inc .

Capital Group Fixed Income ETF Trust - Capital Group Core Plus Income ETF (ARCA:CGCP) 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 %.

The share price as of September 10, 2025 is 22,86 / share. Previously, on September 11, 2024, the share price was 23,20 / share. This represents a decline of 1,44% over that period.

CGCP / Capital Group Fixed Income ETF Trust - Capital Group Core Plus Income ETF Institutional Ownership
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.

Institusjonell Put/Call-forhold

I tillegg til å rapportere standard aksje- og gjeldsemisjoner må institusjoner med mer enn 100 millioner kroner i forvaltningskapital også oppgi beholdningen av put- og callopsjoner. Siden put-opsjoner generelt indikerer et negativt sentiment, og call-opsjoner indikerer et positivt sentiment, kan vi få et inntrykk av det generelle institusjonelle sentimentet ved å plotte forholdet mellom put- og call-opsjoner. Diagrammet til høyre viser det historiske forholdet mellom put- og call-opsjoner for dette instrumentet.

Ved å bruke Put/Call-forholdet som en indikator på investorsentimentet kan man overvinne en av de viktigste svakhetene ved å bruke totalt institusjonelt eierskap, nemlig at en betydelig andel av forvaltningskapitalen investeres passivt for å følge indekser. Passivt forvaltede fond kjøper vanligvis ikke opsjoner, slik at indikatoren for put/call-forhold i større grad gjenspeiler stemningen i aktivt forvaltede fond.

CGCP / Capital Group Fixed Income ETF Trust - Capital Group Core Plus Income ETF Historical Put/Call Ratio
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. .

Fildato Kilde Investor Type Gjennomsnittlig pris
(estimert)
Aksjer Δ Aksjer
(%)
Rapportert verdi ($1000) Verdi (%) Portallokering (%)
2025-08-11 13F Hexagon Capital Partners LLC 0 −100,00 0
2025-08-13 13F Certior Financial Group, Llc 27 449 −1,57 618 −1,44
2025-08-14 13F Sunbelt Securities, Inc. 2 236 0,00 50 −2,00
2025-07-22 13F Wealthcare Capital Management Llc 42 251 0,09 951 0,32
2025-07-22 13F Belpointe Asset Management LLC 135 816 2,61 3 056 2,83
2025-08-14 13F UBS Group AG 3 940 972 −8,26 88 672 −8,05
2025-08-14 13F Diversify Wealth Management, Llc 751 401 10,74 16 937 11,19
2025-05-09 13F Delta Financial Group, Inc. 17 914 −2,39 0
2025-07-16 13F Magnus Financial Group LLC 74 190 10,02 1 669 10,31
2025-08-12 13F XTX Topco Ltd 11 739 25,30 264 25,71
2025-08-08 13F Gts Securities Llc 26 783 603
2025-07-24 13F Ridgeline Wealth Planning, LLC 16 447 −1,77 370 −1,33
2025-08-11 13F Private Advisor Group, LLC 394 643 3,21 8 880 3,44
2025-08-18 13F Tyler-Stone Wealth Management 48 101 1,14 1 082 1,41
2025-07-30 13F Cullen/frost Bankers, Inc. 87 190 37,29 1 962 37,61
2025-07-25 13F Envestnet Portfolio Solutions, Inc. 29 837 −46,67 671 −46,58
2025-08-07 13F Cvfg Llc 44 033 6,73 991 6,91
2025-08-11 13F Synergy Investment Management, LLC 0 −100,00 0
2025-07-29 13F Burford Brothers, Inc. 10 767 −4,99 242 −4,72
2025-08-12 13F Jpmorgan Chase & Co 57 428 25,08 1 292 25,44
2025-07-22 13F Merit Financial Group, LLC 191 658 44,09 4 312 44,41
2025-08-11 13F Principal Securities, Inc. 48 752 29,57 1 097 31,26
2025-08-12 13F Summit Global Investments 9 668 0
2025-08-12 13F Lodestone Wealth Management LLC 220 201 −1,64 4 955 −1,41
2025-07-10 13F Financial Management Network Inc 96 143 24,60 2 158 26,35
2025-07-22 13F Wealthcare Advisory Partners LLC 437 070 14,55 9 834 14,82
2025-07-29 13F Koshinski Asset Management, Inc. 32 687 17,47 735 17,79
2025-07-29 13F Balboa Wealth Partners 12 661 285
2025-08-06 13F Founders Financial Securities Llc 20 359 −6,27 458 −5,76
2025-08-11 13F Perennial Investment Advisors, LLC 76 767 57,91 1 727 58,30
2025-08-13 13F Capital Group Private Client Services, Inc. 122 128 15,23 2 748 15,47
2025-08-08 13F Larson Financial Group LLC 1 780 102,27 40 110,53
2025-08-14 13F GWM Advisors LLC 177 883 79,08 4 002 79,54
2025-07-17 13F Sterling Investment Advisors, Ltd. 14 175 18,37 319 18,66
2025-08-14 13F Wiley Bros.-aintree Capital, Llc 2 899 033 533,09 65 408 537,13
2025-07-22 13F DAVENPORT & Co LLC 107 741 0,97 2 424 1,21
2025-08-11 13F Forge Financial Services LLC 120 548 −1,64 2 685 −2,44
2025-07-25 13F Yarger Wealth Strategies, Llc 9 079 1,24 204 1,49
2025-08-14 13F Clg Llc 99 046 5,83 2 229 6,04
2025-08-08 13F Kingsview Wealth Management, LLC 180 221 4,18 4 055 4,40
2025-07-25 13F Atria Wealth Solutions, Inc. 292 485 −17,84 6 571 −17,89
2025-07-10 13F Kmg Fiduciary Partners, Llc 73 022 5,23 1 643 5,46
2025-07-14 13F Main Line Retirement Advisors, LLC 799 723 −2,02 17 994 −1,81
2025-08-12 13F AlphaCore Capital LLC 74 771 −0,70 1 682 −0,47
2025-05-15 13F First Manhattan Co 0 −100,00 0
2025-07-31 13F Ground Swell Capital, LLC 26 425 595
2025-08-08 13F CWS Financial Advisors, LLC 30 443 25,61 685 25,74
2025-08-04 13F Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 48 567 −0,50 1 093 −0,09
2025-07-24 13F Cyndeo Wealth Partners, LLC 75 374 2,92 1 696 3,10
2025-08-14 13F Royal Bank Of Canada 2 929 323 8,40 65 910 8,65
2025-08-18 13F/A Kestra Investment Management, LLC 1 156 455 27,70 26 020 27,98
2025-07-22 13F Wealthcare Capital Partners, LLC 24 676 77,93 555 78,46
2025-08-14 13F Tudor Financial Inc. 14 093 0,22 317 0,63
2025-08-13 13F Wambolt & Associates, LLC 10 628 239
2025-08-14 13F Benjamin Edwards Inc 320 599 1,64 7 213 1,86
2025-08-27 13F/A Brinker Capital Investments, LLC 50 513 49,51 1 137 49,87
2025-08-11 13F United Advisor Group, LLC 31 383 706
2025-07-21 13F Investment Planning Advisors, Inc. 841 368 −2,80 18 931 −2,58
2025-08-11 13F Aptus Capital Advisors, LLC 5 400 22,03 122 22,22
2025-08-04 13F Bridgewealth Advisory Group, LLC 359 069 542,33 8 079 544,26
2025-08-14 13F Goldman Sachs Group Inc 421 487 225,83 9 483 226,55
2025-08-14 13F IHT Wealth Management, LLC 233 083 19,17 5 244 19,43
2025-08-12 13F SRS Capital Advisors, Inc. 5 392 102,86 121 105,08
2025-07-16 13F Midwest Heritage Bank, FSB 1 010 208 2,95 22 730 3,18
2025-08-13 13F Baird Financial Group, Inc. 1 541 135 4,28 34 676 4,51
2025-07-08 13F IAM Advisory, LLC 1 200 730 3,18 27 016 3,41
2025-07-24 13F IFP Advisors, Inc 119 937 16,76 2 699 17,00
2025-08-04 13F Arkadios Wealth Advisors 23 717 5,67 534 5,96
2025-08-05 13F Hunter Associates Investment Management Llc 104 318 12,31 2 0,00
2025-07-29 13F Madison Wealth Partners, Inc 35 602 0,62 801 0,88
2025-07-28 13F Holistic Planning, LLC 13 705 0,00 308 0,33
2025-08-11 13F Western Wealth Management, LLC 122 245 −10,20 2 751 −10,01
2025-08-12 13F Steward Partners Investment Advisory, Llc 7 974 4,89 179 5,29
2025-08-12 13F Marshall & Sterling Wealth Advisors Inc. 2 274 17,76 51 18,60
2025-07-30 13F Strategic Blueprint, LLC 11 289 254
2025-07-24 13F CarsonAllaria Wealth Management, Ltd. 1 049 0,00 24 0,00
2025-07-25 13F Priebe Wealth Holdings LLC 80 988 39,18 1 822 39,51
2025-08-14 13F Raymond James Financial Inc 4 606 095 2,98 103 637 3,21
2025-08-19 13F Cim, Llc 9 320 210
2025-05-14 13F Susquehanna International Group, Llp 0 −100,00 0 −100,00
2025-08-12 13F Franklin Resources Inc 48 155 1 083
2025-08-14 13F Jane Street Group, Llc 985 556 88,81 22 175 89,24
2025-08-13 13F Bernardo Wealth Planning LLC 1 058 461 −9,00 24 −11,54
2025-08-12 13F J.w. Cole Advisors, Inc. 14 255 29,43 321 29,55
2025-08-13 13F Congress Wealth Management LLC / DE / 46 702 30,36 1 051 30,60
2025-08-08 13F Security Financial Services, INC. 11 445 258
2025-07-10 13F Wealth Enhancement Advisory Services, Llc 1 555 988 0,17 34 932 0,17
2025-08-12 13F Wood Tarver Financial Group, LLC 1 565 837 −4,32 35 −99,90
2025-07-16 13F St Germain D J Co Inc 1 082 767 −2,85 24 362 −2,64
2025-07-30 13F Wbh Advisory Inc 429 060 3,77 9 654 4,00
2025-07-14 13F AdvisorNet Financial, Inc 97 742 −5,69 2 199 −5,46
2025-07-18 13F Trilogy Capital Inc. 11 203 0,00 252 0,40
2025-04-28 13F Rosenberg Matthew Hamilton 0 −100,00 0 −100,00
2025-08-08 13F Cetera Investment Advisers 5 312 064 9,31 119 521 9,55
2025-08-13 13F Continuum Advisory, LLC 127 094 −2,59 2 860 −2,39
2025-08-04 13F Creative Financial Designs Inc /adv 8 451 9,36 190 9,83
2025-08-13 13F Level Four Advisory Services, Llc 166 554 22,51 3 747 22,77
2025-08-06 13F Prospera Financial Services Inc 145 024 5,25 3 263 5,50
2025-07-17 13F Janney Montgomery Scott LLC 2 871 186 7,80 65 8,47
2025-08-07 13F Allworth Financial LP 70 040 −22,10 1 576 −21,33
2025-08-25 13F Silverlake Wealth Management Llc 73 230 0,83 1 648 1,04
2025-07-29 13F Clearview Wealth Advisors LLC 549 551 3,16 12 365 3,39
2025-08-15 13F Captrust Financial Advisors 1 540 954 9,19 34 671 9,43
2025-04-29 13F Lee Danner & Bass Inc 0 −100,00 0 −100,00
2025-08-14 13F Old Mission Capital Llc 81 825 493,71 1 841 495,79
2025-07-30 13F Smith Thornton Advisors LLC 220 283 0,40 4 956 0,63
2025-08-12 13F Leigh Baldwin & Co., Llc 169 911 31,64 3 823 31,93
2025-07-11 13F Farther Finance Advisors, LLC 20 011 450
2025-07-21 13F Ameritas Advisory Services, LLC 35 690 −33,24 803 −32,52
2025-08-15 13F Equitable Holdings, Inc. 209 912 5,01 4 723 5,26
2025-07-31 13F Cambridge Investment Research Advisors, Inc. 1 924 689 1,78 43 2,38
2025-08-13 13F Capital Analysts, Inc. 58 441 55,20 1
2025-08-14 13F Qube Research & Technologies Ltd 0 −100,00 0
2025-07-07 13F Thurston, Springer, Miller, Herd & Titak, Inc. 4 490 190,24 101 197,06
2025-08-14 13F Wells Fargo & Company/mn 11 646 088 −3,04 262 037 −2,82
2025-07-16 13F Swisher Financial Concepts, Inc. 258 879 1,02 5 825 1,23
2025-05-02 13F Capital A Wealth Management, LLC 618 −6,93 14 −7,14
2025-07-28 13F Eq Wealth Advisors, Llc 38 332 31,89 862 32,21
2025-08-14 13F Freedom Financial Partners LLC 369 927 3,73 8 323 3,96
2025-05-16 13F Capital & Planning, Llc 0 −100,00 0
2025-05-02 13F Transcendent Capital Group LLC 0 −100,00 0
2025-08-08 13F New England Capital Financial Advisors LLC 543 893 8,34 12 238 8,58
2025-08-08 13F Condor Capital Management 754 231 3,40 16 970 3,63
2025-08-14 13F Integrated Wealth Concepts LLC 24 894 66,85 560 67,66
2025-08-12 13F LPL Financial LLC 14 741 294 18,83 331 679 19,10
2025-08-13 13F Aspire Growth Partners LLC 15 703 353
2025-07-30 13F Financial Perspectives, Inc 8 255 10,72 186 10,78
2025-08-14 13F Gerber Kawasaki Wealth & Investment Management 16 107 −18,30 362 −18,10
2025-08-04 13F IFG Advisory, LLC 66 799 46,45 1 503 46,82
2025-07-25 13F Concurrent Investment Advisors, LLC 382 594 6,23 8 608 6,47
2025-07-14 13F U.S. Capital Wealth Advisors, LLC 23 241 13,02 523 13,23
2025-07-22 13F SOL Capital Management CO 259 928 −8,79 6 −16,67
2025-08-04 13F Premier Path Wealth Partners, LLC 53 060 0,04 1 194 0,25
2025-08-01 13F Rossby Financial, LCC 129 3
2025-08-05 13F 5T Wealth, LLC 43 852 21,18 987 21,43
2025-07-21 13F Barrett & Company, Inc. 4 954 0,00 111 0,00
2025-07-10 13F American Financial Advisors, LLC 21 032 −0,89 473 −0,63
2025-07-29 13F Stephens Inc /ar/ 404 483 9 101
2025-07-16 13F ORG Partners LLC 13 118 491,70 295 502,04
2025-07-23 13F Wise Wealth Partners 0 −100,00 0
2025-07-30 13F Bleakley Financial Group, LLC 20 204 −9,11 455 −9,02
2025-07-25 13F Cwm, Llc 14 782 296,30 0
2025-08-07 13F Alpha Financial Advisors, LLC 65 004 0,22 1 463 0,41
2025-08-19 13F Anchor Investment Management, LLC 22 203 0,00 500 0,20
2025-08-13 13F BlackDiamond Wealth Management Inc. 0 −100,00 0
2025-08-12 13F Proequities, Inc. 0 0
2025-07-17 13F Venture Visionary Partners LLC 9 488 213
2025-08-07 13F Winch Advisory Services, LLC 2 862 0,85 64 1,59
2025-08-04 13F Northwest Financial Advisors 9 193 −1,75 207 −1,90
2025-08-20 NP CGBL - Capital Group Core Balanced ETF Share Class 26 623 160 28,19 599 021 28,47
2025-07-09 13F WealthCare Investment Partners, LLC 22 963 −0,37 516 1,58
2025-07-11 13F AA Financial Advisors, LLC 747 854 −0,71 16 827 −0,49
2025-08-05 13F Carolinas Wealth Consulting Llc 0 −100,00 0 −100,00
2025-07-31 13F Moloney Securities Asset Management, LLC 81 153 −8,54 1 826 −8,34
2025-08-06 13F Golden State Wealth Management, LLC 0 −100,00 0 −100,00
2025-09-04 13F/A Advisor Group Holdings, Inc. 1 961 509 −3,65 44 137 −3,43
2025-05-12 13F Independent Advisor Alliance 0 −100,00 0
2025-08-13 13F EverSource Wealth Advisors, LLC 424 878 4,74 9 560 4,97
2025-08-14 13F Ruggaard & Associates LLC 674 361 3,42 15 173 3,65
2025-08-11 13F Core Wealth Partners LLC 230 007 58,42 5 175 58,79
2025-08-12 13F Richmond Investment Services, LLC 23 369 526
2025-08-06 13F Atlas Legacy Advisors, LLC 16 969 0,00 382 0,00
2025-08-12 13F MAI Capital Management 2 027 46
2025-07-25 13F Landmark Wealth Management, LLC 236 887 −1,70 5 0,00
2025-08-15 13F Kestra Advisory Services, LLC 283 877 23,79 6 387 24,07
2025-07-25 13F Evolution Advisers, Inc. 80 0,00 0
2025-08-06 13F Convergence Financial, LLC 484 386 −2,04 10 899 −1,83
2025-07-15 13F tru Independence LLC 16 726 0,38 376 0,53
2025-08-14 13F Citadel Advisors Llc 135 528 3 049
2025-08-11 13F Inspire Advisors, LLC 169 236 1,45 3 808 1,68
2025-04-23 13F Mascagni Wealth Management, Inc. 0 −100,00 0 −100,00
2025-08-15 13F Morgan Stanley 14 411 181 4,49 324 252 4,72
2025-07-17 13F Johnson Bixby & Associates, LLC 5 631 675 1,71 126 713 1,94
2025-07-24 13F Acima Private Wealth, Llc 6 275 0,00 141 0,71
2025-07-11 13F LongView Wealth Management 92 896 6,76 2 090 7,01
2025-07-22 13F Oak Hill Wealth Advisors, Llc 30 667 685
2025-08-08 13F Good Life Advisors, LLC 11 768 −55,94 265 −55,93
2025-05-09 13F Thoroughbred Financial Services, Llc 0 −100,00 0
2025-07-15 13F Hartmann Taylor Wealth Management, LLC 19 400 70,18 436 70,98
2025-07-24 13F NavPoint Financial, Inc. 559 271 44,46 12 584 44,78
2025-07-25 13F We Are One Seven, LLC 9 828 2,08 221 2,31
2025-08-08 13F Meridian Wealth Management, LLC 63 588 −11,32 1 431 −11,12
2025-07-09 13F Dynamic Advisor Solutions LLC 101 908 12,45 2 293 12,68
2025-07-21 13F Capital Planning LLC 28 254 −73,05 636 −73,01
2025-07-21 13F Ameriflex Group, Inc. 0 −100,00 0
2025-08-13 13F Renaissance Technologies Llc 11 400 256
2025-07-17 13F Tempus Wealth Planning, LLC 41 522 −0,07 934 0,21
2025-07-30 13F Greatmark Investment Partners, Inc. 107 480 17,78 2 418 18,07
2025-08-04 13F WNY Asset Management, LLC 4 048 556 0,67 91 093 0,90
2025-08-07 13F Kestra Private Wealth Services, Llc 80 814 −47,87 1 818 −47,76
2025-07-23 13F Valmark Advisers, Inc. 393 014 29,25 8 843 29,53
2025-08-14 13F Guardian Wealth Advisors, Llc / Nc 4 425 0,00 100 0,00
2025-08-04 13F Atria Investments Llc 18 137 −22,43 408 −22,14
2025-08-07 13F PFG Advisors 46 863 10,55 1 054 10,83
2025-07-03 13F TrueWealth Advisors, LLC 40 298 −6,00 907 −5,82
2025-07-28 13F Frazier Financial Advisors, LLC 12 694 0,00 286 0,35
2025-08-18 13F Geneos Wealth Management Inc. 256 672 8,20 5 775 8,45
2025-07-11 13F Trinity Wealth Management, LLC 55 056 118,33 1 239 118,73
2025-07-28 13F Harbour Investments, Inc. 1 967 746 −7,81 44 274 −7,60
2025-07-28 13F RFG Advisory, LLC 28 126 7,68 633 7,85
2025-08-12 13F Quadcap Wealth Management, LLC 808 253 10,56 18 186 10,80
2025-08-12 13F Tradition Wealth Management, LLC 17 502 −25,85 394 −25,71
2025-07-14 13F McGlone Suttner Wealth Management, Inc. 1 302 354 3,67 29 303 3,90
2025-04-29 13F Davidson Trust Co 0 −100,00 0
2025-08-05 13F Carson Advisory Inc. 13 689 52,80 308 53,23
2025-08-06 13F Souders Financial Advisors 2 811 977 4,99 63 269 5,23
2025-08-13 13F Strategic Family Wealth Counselors, L.L.C. 47 927 −19,77 1 078 −19,61
2025-07-11 13F SILVER OAK SECURITIES, Inc 22 311 9,22 502 9,63
2025-07-10 13F Fortress Wealth Management, Inc. 44 486 −6,21 1 001 −6,02
2025-07-15 13F Financial Partners Group, Inc 10 642 −1,40 239 −1,24
2025-08-14 13F Colony Group, LLC 0 −100,00 0
2025-07-23 13F Intergy Private Wealth, LLC 39 837 −1,87 896 −1,65
2025-08-04 13F Pensionmark Financial Group, Llc 44 194 5,66 994 5,97
2025-07-23 13F Seamount Financial Group Inc 0 −100,00 0
2025-08-13 13F Capital International Investors 26 791 883 28,57 602 817 28,86
2025-08-11 13F Rothschild Investment Llc 123 090 0,98 2 770 1,21
2025-08-29 13F Centaurus Financial, Inc. 176 162 61,92 4 50,00
2025-07-08 13F Adamsbrown Wealth Consultants Llc 1 261 494 3,61 28 384 3,84
2025-08-19 13F Advisory Services Network, LLC 18 140 −18,91 406 −19,32
2025-08-11 13F Nations Financial Group Inc, /ia/ /adv 135 280 2,36 3 044 2,56
2025-08-14 13F Comerica Bank 101 785 −0,82 2 290 −0,61
2025-08-05 13F GPS Wealth Strategies Group, LLC 12 215 −0,81 275 −0,72
2025-05-14 13F Kuhn & Co Investment Counsel 0 −100,00 0
2025-08-05 13F BEAM Asset Management, LLC 12 634 284
2025-04-21 13F Ronald Blue Trust, Inc. 0 −100,00 0
2025-08-01 13F Ashton Thomas Private Wealth, LLC 340 967 31,86 7 672 32,14
2025-07-31 13F Oppenheimer & Co Inc 160 559 51,96 3 613 52,28
2025-08-14 13F Smartleaf Asset Management LLC 246 400 9,20 5 529 9,36
2025-08-15 13F Asset Allocation Strategies LLC 37 548 −39,54 845 −39,45
2025-08-14 13F Bank Of America Corp /de/ 198 801 −2,45 4 473 −2,23
2025-07-22 13F Olistico Wealth, LLC 6 440 20,46 145 20,00
2025-08-06 13F Commonwealth Equity Services, Llc 3 702 965 17,02 83 16,90
2025-07-08 13F Nbc Securities, Inc. 1 758 0,00 0
2025-08-04 13F Assetmark, Inc 9 837 221
2025-07-08 13F Zrc Wealth Management, Llc 8 280 0,13 186 0,54
2025-05-15 13F National Wealth Management Group, LLC 10 631 −0,93 239 0,00
2025-07-24 13F FinDec Wealth Services, Inc. 741 825 0,91 16 691 1,13
2025-08-14 13F Mml Investors Services, Llc 2 318 254 6,63 52 8,33
2025-07-09 13F Fiduciary Alliance LLC 69 337 1 560
2025-07-17 13F Greenbush Financial Group, LLC 357 203 7,54 8 037 7,78
2025-07-24 13F Stonebridge Financial Group, LLC 1 637 195 50,78 36 837 51,12
2025-08-14 13F/A Rockefeller Capital Management L.P. 27 223 27,34 613 27,77
2025-07-10 13F Sovran Advisors, LLC 462 510 76,92 10 337 78,53
2025-05-15 13F/A Orion Portfolio Solutions, LLC 33 786 100,27 758 102,67
2025-07-16 13F Signaturefd, Llc 273 0,00 6 0,00
2025-07-31 13F Richards, Merrill & Peterson, Inc. 54 651 33,24 1 230 33,59
2025-08-05 13F Flynn Zito Capital Management, Llc 250 790 −0,16 5 643 0,05
2025-07-03 13F Arvest Investments, Inc. 1 145 0,00 26 0,00
2025-07-09 13F Breakwater Capital Group 13 299 5,04 299 5,28
2025-07-10 13F Affiance Financial, LLC 170 480 6,98 3 836 7,21
2025-08-14 13F Ausdal Financial Partners, Inc. 68 419 −3,21 1 539 −2,96
2025-07-07 13F Peterson Wealth Advisors, LLC 18 835 −2,61 424 −1,17
2025-08-13 13F Jones Financial Companies Lllp 1 796 177 29,10 40 306 29,27
2025-07-22 13F Confluence Wealth Services, Inc. 1 236 582 5,27 27 823 7,03
2025-07-18 13F Truist Financial Corp 345 341 131,10 7 770 131,66
2025-08-14 13F Stifel Financial Corp 2 194 246 16,68 49 371 16,94
2025-08-12 13F Entruity Wealth, LLC 218 672 7,15 4 920 7,40
2025-08-13 13F VestGen Advisors, LLC 172 093 3,15 3 872 3,39
2025-08-07 13F Compass Financial Group, Inc. 299 384 −0,37 6 736 −0,15
2025-07-30 13F D.a. Davidson & Co. 741 373 6,68 16 681 6,92
2025-07-29 13F Private Trust Co Na 15 488 −13,42 348 −13,22
2025-08-12 13F Global Retirement Partners, LLC 173 824 58,60 3 911 60,75
2025-07-28 13F Mutual Advisors, LLC 482 686 −1,57 10 841 −1,04
2025-08-13 13F Vermillion & White Wealth Management Group, LLC 2 469 4,57 56 3,77
2025-07-29 13F Stratos Wealth Partners, LTD. 30 871 695
2025-08-13 13F Gateway Wealth Partners, LLC 19 410 34,59 437 34,98
2025-07-01 13F Kera Capital Partners, Inc. 245 081 −1,76 5 514 −1,54
2025-08-01 13F Advisory Alpha, LLC 38 036 −20,42 856 −20,24
2025-07-18 13F Vicus Capital 17 446 34,40 393 34,71
2025-08-12 13F Jacobi Capital Management LLC 25 981 4,91 585 5,23
2025-08-14 13F Mariner, LLC 233 377 1,37 5 251 1,59
2025-07-30 13F Brookstone Capital Management 20 740 66,92 467 67,63
2025-07-24 13F Endeavor Private Wealth, Inc. 99 251 29,78 2 233 30,13
2025-08-14 13F Ameriprise Financial Inc 9 305 209
2025-08-08 13F Avantax Advisory Services, Inc. 271 468 6,01 6 108 6,26
2025-08-14 13F Stadion Money Management, LLC 774 924 −6,04 17 340 −6,35
2025-08-13 13F Flow Traders U.s. Llc 34 550 −78,06 1 −100,00
2025-08-27 13F Tribridge Partners Financial LLC 478 431 11
2025-08-14 13F Great Valley Advisor Group, Inc. 0 −100,00 0
2025-08-01 13F Envestnet Asset Management Inc 7 601 504 44,85 171 034 45,17
2025-08-13 13F Northwestern Mutual Wealth Management Co 4 979 795 8,13 112 045 8,37
2025-08-12 13F Cornerstone Wealth Management, LLC 94 754 −9,25 2 132 −9,05
2025-08-14 13F CoreCap Advisors, LLC 7 543 11,01 170 11,18
2025-07-30 13F Studio Investment Management Llc 193 308 1,89 4 349 2,11
2025-08-08 13F Capital Investment Advisory Services, LLC 3 947 193,68 89 193,33
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