Grunnleggende statistikk
| Institusjonelle eiere | 154 total, 154 long only, 0 short only, 0 long/short - change of −3,14% MRQ |
| Gjennomsnittlig porteføljeallokering | 0.1516 % - change of 7,96% MRQ |
| Institusjonelle aksjer (Long) | 19 188 172 (ex 13D/G) - change of 0,22MM shares 1,15% MRQ |
| Institusjonell verdi (Long) | $ 377 071 USD ($1000) |
Institusjonelt eierskap og aksjonærer
Invesco Exchange-Traded Fund Trust - Invesco International Dividend Achievers ETF (US:PID) har 154 institusjonelle eiere og aksjonærer som har sendt inn 13D/G- eller 13F-skjemaer til Securities Exchange Commission (SEC). Disse institusjonene eier til sammen 19,188,172 aksjer. De største aksjonærene inkluderer Morgan Stanley, Wells Fargo & Company/mn, LPL Financial LLC, Modern Wealth Management, LLC, Kaye Capital Management, Strategic Wealth Partners, Ltd., UBS Group AG, Bank Of America Corp /de/, Ameriprise Financial Inc, and Jones Financial Companies Lllp .
Invesco Exchange-Traded Fund Trust - Invesco International Dividend Achievers ETF (NasdaqGM:PID) 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 9, 2025 is 21,18 / share. Previously, on September 10, 2024, the share price was 19,41 / share. This represents an increase of 9,12% 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 (%) | |
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-28 | 13F | Nestegg Advisors, Inc. | 55 957 | 1,56 | 1 147 | 9,24 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Center for Financial Planning, Inc. | 1 521 | 0,00 | 31 | 6,90 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 343 747 | −5,46 | 7 167 | 3,38 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 1 029 | 0,00 | 21 | 10,53 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Bellevue Asset Management, Llc | 359 | 1,41 | 7 | 16,67 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 12 563 | 0,00 | 258 | 7,53 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 996 | 1,32 | 20 | 11,11 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 1 660 | −28,14 | 34 | −23,26 | ||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 1 792 | 0,00 | 37 | 5,88 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 119 140 | −1,27 | 2 442 | 6,13 | ||||
| 2025-08-14 | 13F | Comerica Bank | 17 994 | 38,79 | 369 | 48,99 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 12 | 0 | ||||||
| 2025-08-07 | 13F | Addison Advisors LLC | 720 | −5,26 | 15 | 0,00 | ||||
| 2025-07-11 | 13F | Coastwise Capital Group, LLC | 10 408 | −0,14 | 213 | 7,58 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 31 098 | 54,92 | 638 | 66,75 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 76 691 | 21,96 | 1 572 | 31,11 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 1 008 078 | 20 666 | ||||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 40 425 | −1,62 | 829 | 5,75 | ||||
| 2025-07-18 | 13F | SimpliFi, Inc. | 22 238 | 1,29 | 456 | 8,85 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 27 382 | 0,00 | 522 | 4,19 | ||||
| 2025-07-15 | 13F | North Star Investment Management Corp. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 13 876 | 0,00 | 284 | 7,58 | ||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-13 | 13F | Tocqueville Asset Management L.p. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 193 351 | 1,17 | 3 964 | 8,75 | ||||
| 2025-08-13 | 13F | Cheviot Value Management, LLC | 131 064 | 3,92 | 2 733 | 10,47 | ||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 44 024 | −13,32 | 902 | −6,82 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 12 794 | 0,66 | 262 | 8,26 | ||||
| 2025-07-16 | 13F | Signature Resources Capital Management, LLC | 65 | 0,00 | 1 | 0,00 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 81 924 | −21,56 | 1 674 | −15,75 | ||||
| 2025-05-13 | 13F | High Falls Advisors, Inc | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | BIP Wealth, LLC | 21 800 | −11,02 | 447 | −4,50 | ||||
| 2025-04-29 | 13F | Element Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 112 166 | −1,19 | 2 302 | 6,38 | ||||
| 2025-05-05 | 13F | Riverchase Wealth Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | GHP Investment Advisors, Inc. | 1 710 | 1,30 | 35 | 9,38 | ||||
| 2025-08-05 | 13F | AAFCPAs Wealth Management, LLC | 79 195 | −5,02 | 1 624 | 2,08 | ||||
| 2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | GLOBALT Investments LLC / GA | 32 079 | −10,30 | 658 | −3,52 | ||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 380 | 0,00 | 8 | 0,00 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 452 396 | 11,56 | 9 274 | 19,94 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 16 735 | 7,50 | 343 | 15,88 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 21 | 0,00 | 0 | |||||
| 2025-08-07 | 13F | Atala Financial Inc | 11 095 | 227 | ||||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 1 856 | 40,08 | 38 | 52,00 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 37 794 | −30,99 | 775 | −25,86 | ||||
| 2025-07-28 | 13F | SFG Wealth Management, LLC. | 0 | −100,00 | 0 | |||||
| 2025-05-05 | 13F | Transce3nd, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 265 | 0,00 | 5 | 0,00 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 1 223 329 | −0,02 | 25 078 | 7,47 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 10 836 | 4,33 | 222 | 12,12 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 958 671 | 0,73 | 19 653 | 6,93 | ||||
| 2025-04-23 | 13F | Silver Lake Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | BCS Wealth Management | 27 545 | −3,37 | 1 | |||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 19 440 | −29,28 | 409 | −22,98 | ||||
| 2025-08-07 | 13F | Legacy Financial Advisors, Inc. | 41 118 | 9,51 | 843 | 17,60 | ||||
| 2025-08-08 | 13F | Creative Planning | 112 265 | 4,58 | 2 301 | 12,41 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-31 | 13F | Oak Harbor Wealth Partners, Llc | 187 | 4 | ||||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 42 898 | 0,44 | 1 | |||||
| 2025-07-17 | 13F | Wagner Wealth Management, Llc | 902 | −2,80 | 18 | 5,88 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 219 472 | −4,64 | 4 499 | 2,51 | ||||
| 2025-08-05 | 13F | Alexander Randolph Advisory Inc | 25 256 | 0,04 | 518 | 7,48 | ||||
| 2025-08-12 | 13F | Cynosure Management, Llc | 24 523 | 0,00 | 503 | 7,49 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 254 266 | 0,24 | 5 212 | 7,75 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 2 038 | 0,00 | 42 | 7,89 | ||||
| 2025-07-22 | 13F | Accel Wealth Management | 73 810 | −20,37 | 1 513 | −14,37 | ||||
| 2025-07-30 | 13F | Principle Wealth Partners Llc | 38 262 | 0,00 | 784 | 7,54 | ||||
| 2025-05-13 | 13F/A | Magnolia Capital Advisors Llc | 18 171 | 0,00 | 333 | 2,15 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 1 424 | 29 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 3 525 | 8,39 | 72 | 22,03 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 9 820 | 201 | ||||||
| 2025-07-24 | 13F | Blair William & Co/il | 4 560 | 0,00 | 93 | 8,14 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 96 869 | −46,50 | 2 | −66,67 | ||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 1 900 | 0,00 | 39 | 5,56 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 2 113 | −2,49 | 43 | 10,26 | ||||
| 2025-05-01 | 13F | Schechter Investment Advisors, LLC | 10 274 | 0,00 | 196 | 3,72 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 36 785 | −4,26 | 754 | 3,01 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 1 222 | 1,24 | 25 | 8,70 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 45 028 | 0,36 | 923 | 7,95 | ||||
| 2025-07-16 | 13F | Strategic Investment Solutions, Inc. /IL | 83 | 1,22 | 2 | 0,00 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 15 959 | 0,15 | 327 | 7,92 | ||||
| 2025-08-15 | 13F | Lantern Wealth Advisors, LLC | 10 000 | 0,00 | 205 | 12,02 | ||||
| 2025-07-24 | 13F | Aurora Private Wealth, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 1 530 | 0,00 | 31 | 6,90 | ||||
| 2025-05-07 | 13F | Richards, Merrill & Peterson, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 231 826 | −6,07 | 5 | 0,00 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1 600 290 | −5,04 | 32 806 | 2,08 | ||||
| 2025-08-11 | 13F | First American Trust, Fsb | 117 955 | 2,72 | 2 418 | 10,46 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 239 626 | 3,98 | 5 | 0,00 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 15 029 | 0,00 | 308 | 7,69 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 67 613 | 0,50 | 1 386 | 8,11 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 909 313 | 4,36 | 18 641 | 12,19 | ||||
| 2025-07-23 | 13F | Morton Capital Management LLC/CA | 256 253 | −2,24 | 5 253 | 5,10 | ||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 0 | −100,00 | 0 | |||||
| 2025-05-02 | 13F | First Command Advisory Services, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-18 | 13F | Institute for Wealth Management, LLC. | 50 237 | −2,42 | 1 030 | 4,89 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 9 671 | 0,76 | 198 | 8,20 | ||||
| 2025-07-15 | 13F | Genesis Wealth Advisors, LLC | 10 710 | 0,00 | 220 | 7,35 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 23 651 | 485 | ||||||
| 2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 32 964 | −4,14 | 1 | −100,00 | ||||
| 2025-08-14 | 13F | Freedom Financial Partners LLC | 51 884 | 1,05 | 1 064 | 8,58 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Northeast Financial Consultants Inc | 61 943 | 0,00 | 1 270 | 7,45 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 5 289 | 3,58 | 108 | 11,34 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 28 954 | −21,07 | 594 | −15,16 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 847 494 | −1,90 | 16 908 | 2,63 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 15 810 | −7,84 | 324 | −0,92 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 713 | 0,00 | 15 | 7,69 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 1 029 | 0,00 | 21 | 10,53 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 17 044 | 0,12 | 349 | 7,72 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 1 111 | 1,28 | 23 | 10,00 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 3 131 687 | −9,79 | 64 200 | −3,02 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 30 579 | −0,98 | 627 | 6,46 | ||||
| 2025-08-05 | 13F | Integrity Financial Corp /WA | 273 | 6 | ||||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 791 | 0,00 | 16 | 6,67 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Flynn Zito Capital Management, Llc | 22 001 | 1,29 | 451 | 8,94 | ||||
| 2025-08-05 | 13F | Tsfg, Llc | 6 450 | 0,00 | 0 | |||||
| 2025-08-07 | 13F | Allworth Financial LP | 5 893 | 0,00 | 121 | 5,26 | ||||
| 2025-08-07 | 13F | Cahill Financial Advisors Inc | 227 036 | −2,49 | 4 654 | 4,82 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 123 877 | −0,33 | 2 539 | 7,13 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 19 800 | 8,79 | 406 | 16,71 | ||||
| 2025-07-31 | 13F | Brinker Capital Investments, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-17 | 13F | Oakworth Capital, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 101 861 | 0,03 | 2 088 | 7,57 | ||||
| 2025-07-24 | 13F | Brandywine Oak Private Wealth Llc | 69 911 | 0,00 | 1 433 | 7,50 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 14 011 | 20,69 | 287 | 29,86 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 9 636 | 198 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 912 142 | 0,19 | 18 699 | 7,71 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 2 390 | −3,59 | 49 | 2,13 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 322 602 | −6,80 | 6 615 | 0,18 | ||||
| 2025-08-14 | 13F | Fmr Llc | 8 125 | −9,25 | 167 | −2,35 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 12 864 | −2,38 | 264 | 4,78 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 259 480 | −1,19 | 5 320 | 6,25 | ||||
| 2025-07-30 | 13F | Parcion Private Wealth LLC | 63 232 | −1,62 | 1 296 | 5,80 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 191 | 0,00 | 4 | 0,00 | ||||
| 2025-07-31 | 13F | Brian Low Financial Group, Llc | 95 371 | 1 955 | ||||||
| 2025-08-01 | 13F | Winebrenner Capital Management Llc | 48 500 | 0,05 | 994 | 7,58 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 36 | 1 | ||||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 73 | 0,00 | 0 | |||||
| 2025-07-25 | 13F | Astoria Portfolio Advisors LLC. | 12 210 | 0,00 | 258 | 9,83 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 733 | 15 | ||||||
| 2025-08-12 | 13F | MAI Capital Management | 1 582 | 0,00 | 32 | 6,67 | ||||
| 2025-03-18 | 13F/A | Bank Of America Corp /de/ | Call | 0 | −100,00 | 0 | −100,00 | |||
| 2025-05-14 | 13F | Susquehanna International Group, Llp | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 11 562 | 0,42 | 237 | 8,22 | ||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 29 451 | −21,64 | 604 | −15,78 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 7 560 | 155 | ||||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 2 504 | −7,12 | 51 | 0,00 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 127 | 49,41 | 0 | |||||
| 2025-08-12 | 13F | Kaye Capital Management | 1 008 078 | −6,70 | 20 666 | 0,30 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 4 554 | 0,00 | 93 | 8,14 | ||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 36 | 0,00 | 1 | |||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 551 873 | 54,56 | 11 220 | 64,77 | ||||
| 2025-07-14 | 13F | Southland Equity Partners LLC | 55 478 | −1,57 | 1 137 | 5,87 | ||||
| 2025-07-30 | 13F | Drive Wealth Management, Llc | 29 168 | 3,40 | 598 | 11,17 | ||||
| 2025-07-09 | 13F | Breakwater Capital Group | 40 011 | −2,21 | 820 | 5,13 | ||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 1 025 | 0,00 | 21 | 10,53 | ||||
| 2025-08-21 | 13F | Aveo Capital Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Farmers & Merchants Investments Inc | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 16 447 | 28,37 | 0 | |||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 10 204 | 1,29 | 209 | 8,85 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 24 685 | −0,02 | 506 | 7,66 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 36 089 | −9,04 | 740 | −2,25 | ||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 1 212 | 0,00 | 25 | 8,70 | ||||
| 2025-03-12 | 13F/A | Private Capital Management Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 25 741 | −1,94 | 1 | |||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 43 934 | 8,41 | 901 | 16,58 | ||||
| 2025-07-21 | 13F | TFG Advisers LLC | 78 852 | 0,58 | 1 616 | 8,09 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 47 648 | −66,62 | 977 | −64,14 | ||||
| 2025-04-01 | 13F | Massmutual Trust Co Fsb/adv | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 227 498 | 0,52 | 4 664 | 8,06 | ||||
| 2025-05-06 | 13F | Venturi Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 205 621 | 6,37 | 4 215 | 14,35 | ||||
| 2025-07-23 | 13F | H&H Retirement Design & Management INC | 79 778 | 8,89 | 1 653 | 19,11 | ||||
| 2025-04-23 | 13F | Fourth Dimension Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 58 509 | 0,06 | 1 199 | 7,53 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 321 | 1,26 | 7 | 0,00 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 49 196 | −66,65 | 1 | −50,00 | ||||
| 2025-04-30 | 13F | Synergy Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Stifel Financial Corp | 88 783 | 186,05 | 1 820 | 207,95 |
