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.
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.
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 (%) | |
---|---|---|---|---|---|---|---|---|---|---|
2025-08-11 | 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 |