Mga Batayang Estadistika
| Pemilik Institusional | 207 total, 207 long only, 0 short only, 0 long/short - change of 5.15% MRQ |
| Alokasi Portofolio Rata-rata | 0.1754 % - change of 24.81% MRQ |
| Saham Institusional (Jangka Panjang) | 6,453,816 (ex 13D/G) - change of 1.05MM shares 19.93% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 369,246 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
Invesco Exchange-Traded Fund Trust II - Invesco S&P Global Water Index ETF (MX:CGW) memiliki 207 pemilik institusional dan pemegang saham yang telah mengajukan formulir 13D/G atau 13F kepada Komisi Bursa Efek (Securities Exchange Commission/SEC). Lembaga-lembaga ini memegang total 6,453,816 saham. Pemegang saham terbesar meliputi Morgan Stanley, UBS Group AG, Conservest Capital Advisors, Inc., Bank Of America Corp /de/, Weatherly Asset Management L. P., 1832 Asset Management L.P., Polianta Ltd, Cetera Investment Advisers, Wells Fargo & Company/mn, and Ameriprise Financial Inc .
Struktur kepemilikan institusional Invesco Exchange-Traded Fund Trust II - Invesco S&P Global Water Index ETF (BMV:CGW) menunjukkan posisi terkini di perusahaan oleh institusi dan dana, serta perubahan terbaru dalam ukuran posisi. Pemegang saham utama dapat mencakup investor individu, reksa dana, dana lindung nilai, atau institusi. Jadwal 13D menunjukkan bahwa investor memegang (atau pernah memegang) lebih dari 5% saham perusahaan dan bermaksud (atau pernah bermaksud) untuk secara aktif mengejar perubahan strategi bisnis. Jadwal 13G menunjukkan investasi pasif lebih dari 5%.
Skor Sentimen Dana
Skor Sentimen Dana (sebelumnya dikenal sebagai Skor Akumulasi Kepemilikan) menemukan saham-saham yang paling banyak dibeli oleh dana. Ini adalah hasil dari model kuantitatif multi-faktor yang canggih yang mengidentifikasi perusahaan dengan tingkat akumulasi institusional tertinggi. Model penilaian menggunakan kombinasi dari total peningkatan pemilik yang diungkapkan, perubahan dalam alokasi portofolio pada pemilik tersebut, dan metrik lainnya. Angka berkisar dari 0 hingga 100, dengan angka yang lebih tinggi menunjukkan tingkat akumulasi yang lebih tinggi dibandingkan dengan perusahaan sejenisnya, dan 50 adalah rata-ratanya.
Frekuensi Pembaruan: Setiap Hari
Lihat Ownership Explorer, yang menyediakan daftar perusahaan dengan peringkat tertinggi.
Pengajuan 13F dan NPORT
Detail pada pengajuan 13F tersedia gratis. Detail pada pengajuan NP memerlukan keanggotaan premium. Baris berwarna hijau menunjukkan posisi baru. Baris berwarna merah menunjukkan posisi yang sudah ditutup. Klik tautan ini ikon untuk melihat riwayat transaksi selengkapnya.
Tingkatkan
untuk membuka data premium dan mengekspor ke Excel 
.
| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 519 | -53.12 | 32 | -47.54 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 7,561 | 3.62 | 473 | 16.26 | ||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 1,321 | 0.00 | 83 | 12.33 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 2,155 | 0.00 | 135 | 11.67 | ||||
| 2025-07-10 | 13F | Trust Point Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 184 | 0.00 | 12 | 10.00 | ||||
| 2025-07-31 | 13F | Washington Trust Advisors, Inc. | 5,252 | 0.00 | 328 | 12.33 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 6,323 | 8.59 | 395 | 21.91 | ||||
| 2025-07-17 | 13F | Halbert Hargrove Global Advisors, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Crowley Wealth Management, Inc. | 400 | 0.00 | 25 | 13.64 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 2,907 | -1.19 | 182 | 11.04 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 4,760 | 11.84 | 298 | 25.74 | ||||
| 2025-08-12 | 13F | Fca Corp /tx | 57,480 | 0.40 | 3,592 | 12.67 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 6,952 | 0.00 | 0 | |||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 32,159 | -15.42 | 2,010 | -5.10 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 27 | -98.81 | 2 | -99.21 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 46,759 | -0.57 | 2,922 | 11.57 | ||||
| 2025-07-22 | 13F | Carolina Wealth Advisors, LLC | 431 | -15.16 | 27 | -7.14 | ||||
| 2025-08-08 | 13F | Glassman Wealth Services | 2,934 | 0.00 | 183 | 12.27 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 178 | 0.00 | 11 | 22.22 | ||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 20 | 0.00 | 1 | 0.00 | ||||
| 2025-07-25 | 13F | Concord Asset Management, LLC/VA | 5,208 | 326 | ||||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 341 | 0.00 | 19 | 0.00 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 2,034 | -45.32 | 127 | -38.65 | ||||
| 2025-07-15 | 13F | Accurate Wealth Management, LLC | 3,260 | 204 | ||||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 8,959 | -2.31 | 560 | 9.61 | ||||
| 2025-07-29 | 13F | Tradewinds Capital Management, LLC | 36 | 0.00 | 2 | 0.00 | ||||
| 2025-07-15 | 13F | EWG Elevate Inc. | 60,774 | 3,798 | ||||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 61,488 | 0.21 | 3,984 | 16.56 | ||||
| 2025-08-14 | 13F | Widmann Financial Services, Inc. | 16,884 | 10.96 | 1,055 | 24.56 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 6,981 | 436 | ||||||
| 2025-08-01 | 13F | Transcend Wealth Collective, Llc | 4,275 | 0.47 | 267 | 13.14 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 4,215 | 37.52 | 263 | 58.43 | ||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 7,355 | -18.95 | 460 | -9.11 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 5,000 | 0.00 | 312 | 12.23 | ||||
| 2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 45,914 | 13.92 | 2,870 | 27.85 | ||||
| 2025-08-06 | 13F | Legacy Bridge, LLC | 500 | 0.00 | 31 | 14.81 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 19,800 | 0.00 | 1,238 | 12.25 | ||||
| 2025-08-14 | 13F | Comerica Bank | 13,521 | -12.83 | 845 | -2.09 | ||||
| 2025-05-15 | 13F | Captrust Financial Advisors | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 3,626 | 0.00 | 227 | 12.44 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 4,298 | 269 | ||||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 5,125 | 166.23 | 320 | 199.07 | ||||
| 2025-08-15 | 13F | Alaethes Wealth LLC | 3,494 | 218 | ||||||
| 2025-04-11 | 13F | First Affirmative Financial Network | 36,265 | 1.55 | 2,020 | 4.34 | ||||
| 2025-07-30 | 13F | Caliber Wealth Management, LLC / KS | 5,536 | 0.00 | 346 | 12.34 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 857,224 | -2.50 | 53,577 | 9.42 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 1,806 | 0.00 | 113 | 10.89 | ||||
| 2025-08-12 | 13F | Choate Investment Advisors | 1,345 | 84 | ||||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 3,924 | 245 | ||||||
| 2025-07-21 | 13F | Mendota Financial Group, LLC | 20 | 0.00 | 1 | 0.00 | ||||
| 2025-08-08 | 13F | Creative Planning | 7,631 | 0.04 | 477 | 12.26 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Avalon Trust Co | 1,658 | 0.00 | 104 | 11.96 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 1,600 | 0.00 | 100 | 11.24 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 28,006 | 30.57 | 1,742 | 45.57 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 22,924 | -32.98 | 1,433 | -24.79 | ||||
| 2025-08-07 | 13F | Evoke Wealth, Llc | 19,493 | 0.00 | 1,218 | 12.26 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 159,370 | 0.06 | 9,961 | 12.29 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 40 | -39.39 | 2 | -33.33 | ||||
| 2025-04-15 | 13F | Focus Financial Network, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 3,205 | 200 | ||||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 3,970 | 248 | ||||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 9,066 | -1.13 | 567 | 10.98 | ||||
| 2025-07-23 | 13F | Joel Isaacson & Co., LLC | 4,000 | 0.00 | 250 | 12.61 | ||||
| 2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 402 | 22 | ||||||
| 2025-08-11 | 13F | Beta Wealth Group, Inc. | 7,039 | 440 | ||||||
| 2025-07-11 | 13F | Weatherly Asset Management L. P. | 411,652 | -0.80 | 25,728 | 11.34 | ||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 1,800 | 0.00 | 112 | 12.00 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 48,927 | -19.19 | 3,049 | -9.63 | ||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 191 | 0.00 | 12 | 10.00 | ||||
| 2025-07-22 | 13F | Comprehensive Financial Consultants Institutional, Inc. | 4,502 | 0.00 | 281 | 12.40 | ||||
| 2025-08-05 | 13F | Gould Asset Management Llc /ca/ | 4,905 | -3.73 | 307 | 8.13 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 5,616 | 0.00 | 351 | 12.50 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 3,668 | -40.70 | 229 | -33.43 | ||||
| 2025-04-16 | 13F | CVA Family Office, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Koss-Olinger Consulting, LLC | 39,541 | -28.49 | 2,471 | -19.75 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 8,777 | -13.97 | 549 | -3.52 | ||||
| 2025-08-12 | 13F | NFP Retirement, Inc. | 21,772 | -3.03 | 1,361 | 8.80 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 6,939 | 0.80 | 434 | 22.66 | ||||
| 2025-07-07 | 13F | Versant Capital Management, Inc | 1,266 | 0.00 | 79 | 12.86 | ||||
| 2025-08-29 | NP | Aspiriant Risk-managed Real Asset Fund | 71,325 | 0.00 | 4,458 | 12.21 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 2,668 | 7.89 | 0 | |||||
| 2025-08-11 | 13F | Citigroup Inc | 2,106 | -9.96 | 132 | 0.77 | ||||
| 2025-08-08 | 13F | Phoenix Wealth Advisors | 15,201 | -1.29 | 950 | 10.85 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 8,471 | 2.82 | 529 | 15.50 | ||||
| 2025-05-08 | 13F | Essential Planning, LLC. | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 425 | 0.00 | 27 | 13.04 | ||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 4,108 | 0.00 | 257 | 12.28 | ||||
| 2025-07-25 | 13F | Wealth Advisory Team LLC | 17,495 | 1,093 | ||||||
| 2025-07-17 | 13F | DiNuzzo Private Wealth, Inc. | 201 | 0.00 | 13 | 9.09 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 58 | 0.00 | 4 | 0.00 | ||||
| 2025-08-14 | 13F | UBS Group AG | 516,104 | 1.34 | 32,256 | 13.74 | ||||
| 2025-07-09 | 13F | Baron Financial Group, LLC | 88,817 | -2.52 | 5,551 | 9.40 | ||||
| 2025-07-31 | 13F | Conservest Capital Advisors, Inc. | 504,305 | -2.51 | 31,519 | 9.42 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 20,692 | 25.19 | 1,293 | 40.54 | ||||
| 2025-08-05 | 13F | Fourth Dimension Wealth, LLC | 288 | 0.00 | 18 | 12.50 | ||||
| 2025-07-17 | 13F | Wolff Wiese Magana Llc | 39 | 0.00 | 2 | 0.00 | ||||
| 2025-07-10 | 13F | Polianta Ltd | 215,800 | 0.00 | 13 | 8.33 | ||||
| 2025-08-11 | 13F | VSM Wealth Advisory, LLC | 25 | 0.00 | 2 | 0.00 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Rosenberg Matthew Hamilton | 838 | 103.89 | 52 | 136.36 | ||||
| 2025-08-14 | 13F | Balanced Rock Investment Advisor | 10,719 | 1.71 | 670 | 14.16 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 107 | 7 | ||||||
| 2025-08-14 | 13F | Colony Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Pflug Koory, LLC | 100 | 0.00 | 6 | 20.00 | ||||
| 2025-08-07 | 13F | Addison Advisors LLC | 100,332 | -0.96 | 6,271 | 11.15 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-28 | 13F | Duncker Streett & Co Inc | 56 | 4 | ||||||
| 2025-07-11 | 13F | Diversified Trust Co | 10,500 | 0.00 | 656 | 12.33 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 71 | -88.46 | 4 | -88.24 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 3,271 | 204 | ||||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 319 | 21 | ||||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 27,185 | -0.23 | 1,699 | 12.00 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 83,171 | 1.72 | 5,198 | 14.17 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 163 | -83.07 | 10 | -81.13 | ||||
| 2025-07-31 | 13F | Money Design Co.,Ltd. | 44,976 | -7.20 | 3 | 0.00 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 37,295 | -10.08 | 2,331 | 0.91 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 5,208 | -2.80 | 326 | 9.06 | ||||
| 2025-07-25 | 13F | LRI Investments, LLC | 4,835 | 0.00 | 302 | 12.27 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 94,042 | -4.61 | 6 | 0.00 | ||||
| 2025-07-22 | 13F | Grimes & Company, Inc. | 60,004 | 3,750 | ||||||
| 2025-05-15 | 13F | Cullen Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 125,003 | 32.29 | 7,813 | 48.46 | ||||
| 2025-07-30 | 13F | Rothschild Capital Partners, LLC | 5,139 | 0.00 | 321 | 12.24 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 11,028 | 1.28 | 695 | 14.52 | ||||
| 2025-05-15 | 13F | Old Mission Capital Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 6,002 | -28.21 | 375 | -19.35 | ||||
| 2025-07-30 | 13F | Pacific Sun Financial Corp | 3,305 | 207 | ||||||
| 2025-08-08 | 13F | Gts Securities Llc | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Keel Point, LLC | 7,486 | 0.00 | 468 | 12.26 | ||||
| 2025-07-18 | 13F | Lynx Investment Advisory | 30,405 | -30.60 | 1,900 | -22.10 | ||||
| 2025-07-08 | 13F | Prism Advisors, Inc. | 66,528 | 0.00 | 4,158 | 12.26 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 3,513 | -21.64 | 218 | -12.45 | ||||
| 2025-08-07 | 13F | Mosaic Financial Group, Llc | 7,855 | 0.00 | 0 | |||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 692 | 0.00 | 43 | 13.16 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 57,827 | 14.31 | 3,614 | 28.29 | ||||
| 2025-07-10 | 13F | Peoples Bank/KS | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 100 | 0.00 | 6 | 20.00 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 1,000 | 0.00 | 62 | 12.73 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 330 | 21 | ||||||
| 2025-07-14 | 13F | Clayton Financial Group LLC | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 4,729 | 0 | ||||||
| 2025-07-15 | 13F | Mather Group, Llc. | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Allworth Financial LP | 220 | 0.00 | 14 | 8.33 | ||||
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 2,990 | 0.00 | 187 | 12.05 | ||||
| 2025-07-30 | 13F | Whittier Trust Co | 406 | 0.00 | 25 | 13.64 | ||||
| 2025-08-08 | 13F | Fortis Group Advisors, LLC | 244 | 0.00 | 15 | 15.38 | ||||
| 2025-07-29 | 13F | Wealthstream Advisors, Inc. | 4,234 | 0.00 | 265 | 12.34 | ||||
| 2025-08-08 | 13F | New England Capital Financial Advisors LLC | 958 | 0.00 | 60 | 11.32 | ||||
| 2025-08-05 | 13F | Allodium Investment Consultants, LLC | 15,900 | -11.23 | 994 | -0.40 | ||||
| 2025-07-31 | 13F | Sage Mountain Advisors LLC | 147 | 0.00 | 9 | 12.50 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 60,071 | -24.43 | 4 | -25.00 | ||||
| 2025-08-15 | 13F | Lantern Wealth Advisors, LLC | 5,100 | 0.00 | 319 | 15.22 | ||||
| 2025-07-09 | 13F | Key Client Fiduciary Advisors, LLC | 6,614 | -1.84 | 413 | 10.13 | ||||
| 2025-07-23 | 13F | Castle Rock Wealth Management, LLC | 5,525 | 0.00 | 346 | 12.01 | ||||
| 2025-05-15 | 13F | GWM Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | NCM Capital Management, LLC | 4,559 | -2.15 | 285 | 9.65 | ||||
| 2025-07-09 | 13F | Parkside Advisors LLC | 4,416 | 0.00 | 276 | 12.65 | ||||
| 2025-05-02 | 13F | Pinkerton Retirement Specialists, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 3,509 | 219 | ||||||
| 2025-08-11 | 13F | Lowe Brockenbrough & Co Inc | 1,000 | 62 | ||||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 6,491 | 0.00 | 406 | 12.19 | ||||
| 2025-04-15 | 13F | Transform Wealth, LLC | 4,013 | -39.22 | 223 | -37.54 | ||||
| 2025-08-14 | 13F | MGB Wealth Management, LLC | 3,250 | 0.00 | 203 | 12.78 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 295 | -13.24 | 18 | 0.00 | ||||
| 2025-07-17 | 13F | Hanson & Doremus Investment Management | 534 | 0.00 | 0 | |||||
| 2025-08-14 | 13F | Toronto Dominion Bank | 587 | 37 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 12,705 | 0.75 | 794 | 13.11 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 160 | 10 | ||||||
| 2025-08-11 | 13F | Mill Creek Capital Advisors, LLC | 4,837 | -86.05 | 302 | -84.35 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 8,223 | -1.91 | 514 | 10.09 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 13,713 | -7.85 | 857 | 3.50 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 28,990 | -29.00 | 1,812 | -20.33 | ||||
| 2025-07-24 | 13F | Costello Asset Management, INC | 132 | 0.00 | 8 | 14.29 | ||||
| 2025-08-07 | 13F | McClarren Financial Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 7,106 | 444 | ||||||
| 2025-07-30 | 13F | LGT Financial Advisors LLC | 500 | 0.00 | 31 | 14.81 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 129,830 | 37.64 | 8,114 | 54.46 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 72,704 | 12.91 | 4,544 | 26.72 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 1,500 | 0.00 | 94 | 12.05 | ||||
| 2025-07-23 | 13F | 1 North Wealth Services Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Fiduciary Trust Co | 72,390 | -6.59 | 4,524 | 4.84 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 39,999 | 16.59 | 2,500 | 30.84 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 151,347 | 14.43 | 9,491 | 28.80 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 30 | 0.00 | 2 | 0.00 | ||||
| 2025-07-24 | 13F | Bernard Wealth Management Corp. | 1,454 | 0.00 | 91 | 12.50 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 2,650 | -5.02 | 167 | 7.05 | ||||
| 2025-04-28 | 13F | Financial Advocates Investment Management | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 104,930 | -0.75 | 7 | 20.00 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 3,460 | 216 | ||||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 1,000 | 0.00 | 62 | 12.73 | ||||
| 2025-05-06 | 13F | Assetmark, Inc | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 1,009 | 0.00 | 63 | 12.50 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 7,500 | 0.00 | 469 | 12.23 | ||||
| 2025-07-31 | 13F | United Community Bank | 1,475 | 0.00 | 92 | 12.20 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 4,711 | -0.74 | 294 | 11.36 | ||||
| 2025-07-18 | 13F | TPG Advisors LLC | 7,274 | 1.54 | 455 | 14.07 | ||||
| 2025-08-06 | 13F | Mark Sheptoff Financial Planning, Llc | 200 | 0.00 | 12 | 9.09 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 150 | 0.00 | 9 | 12.50 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 10,470 | 1.01 | 654 | 13.34 | ||||
| 2025-08-13 | 13F | Millstone Evans Group, LLC | 241 | 0.00 | 15 | 15.38 | ||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 1,135 | 71 | ||||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 508 | -37.59 | 32 | -31.11 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 282 | 0.00 | 18 | 13.33 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 57,584 | 6.06 | 3,599 | 19.02 | ||||
| 2025-08-06 | 13F | Longview Financial Advisors LLC | 1,070 | 0.00 | 67 | 11.86 | ||||
| 2025-07-30 | 13F | Bleakley Financial Group, LLC | 69,028 | -1.87 | 4,314 | 10.14 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 161,095 | 0.98 | 10,068 | 13.33 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 17,871 | -5.85 | 1,117 | 5.58 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 18,213 | -65.46 | 1,138 | -61.24 | ||||
| 2025-08-14 | 13F | Fmr Llc | 10,813 | -3.55 | 676 | 8.17 | ||||
| 2025-08-15 | 13F | Resources Management Corp /ct/ /adv | 500 | 0.00 | 0 | |||||
| 2025-07-15 | 13F | North Star Investment Management Corp. | 2,060 | 0.00 | 129 | 12.28 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 50 | -98.21 | 3 | -98.06 | ||||
| 2025-05-08 | 13F | Mesirow Financial Investment Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 1,162 | -12.17 | 73 | -1.37 | ||||
| 2025-08-06 | 13F | Middleton & Co Inc/ma | 8,418 | 0.21 | 526 | 12.63 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 1,020 | -2.86 | 64 | 8.62 | ||||
| 2025-07-24 | 13F | Comprehensive Money Management Services LLC | 16,673 | -2.23 | 1,042 | 9.80 | ||||
| 2025-08-13 | 13F | 1832 Asset Management L.P. | 328,059 | -2.32 | 20,504 | 9.63 | ||||
| 2025-05-15 | 13F | Dana Investment Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Sittner & Nelson, Llc | 170 | 0.00 | 11 | 11.11 | ||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 9,012 | -2.04 | 563 | 9.96 | ||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 6,944 | -4.31 | 434 | 7.43 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 423,184 | 33.43 | 26,449 | 49.75 | ||||
| 2025-07-16 | 13F | American National Bank | 531 | 0.00 | 33 | 13.79 | ||||
| 2025-08-13 | 13F | Great Diamond Partners, LLC | 3,760 | -2.87 | 235 | 9.30 | ||||
| 2025-07-16 | 13F | Meridian Investment Counsel Inc. | 5,900 | 0.00 | 369 | 12.20 | ||||
| 2025-05-05 | 13F | Nwam Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 6,557 | 0.00 | 410 | 12.05 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 2,712 | 0.00 | 170 | 11.92 |
Other Listings
| US:CGW | US$ 64.37 |
