Mga Batayang Estadistika
| Pemilik Institusional | 184 total, 184 long only, 0 short only, 0 long/short - change of 11.52% MRQ |
| Alokasi Portofolio Rata-rata | 0.2032 % - change of 51.77% MRQ |
| Saham Institusional (Jangka Panjang) | 6,730,440 (ex 13D/G) - change of 0.85MM shares 14.44% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 716,552 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
Invesco Exchange-Traded Fund Trust - Invesco Large Cap Growth ETF (US:PWB) memiliki 184 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 6,730,440 saham. Pemegang saham terbesar meliputi LPL Financial LLC, Morgan Stanley, Bank Of America Corp /de/, Raymond James Financial Inc, Cambridge Investment Research Advisors, Inc., UBS Group AG, Wharton Business Group, LLC, Garden State Investment Advisory Services LLC, Royal Bank Of Canada, and Wells Fargo & Company/mn .
Struktur kepemilikan institusional Invesco Exchange-Traded Fund Trust - Invesco Large Cap Growth ETF (ARCA:PWB) 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%.
The share price as of September 5, 2025 is 119.59 / share. Previously, on September 9, 2024, the share price was 92.54 / share. This represents an increase of 29.22% over that period.
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.
Rasio Put/Call Institusional
Selain melaporkan isu ekuitas dan utang standar, institusi dengan aset di bawah manajemen lebih dari 100 juta dolar AS juga harus mengungkapkan kepemilikan opsi put dan call mereka. Karena opsi put umumnya menunjukkan sentimen negatif, dan opsi call menunjukkan sentimen positif, kita dapat mengetahui sentimen institusional secara keseluruhan dengan memplot rasio put terhadap call. Grafik di sebelah kanan memplot rasio put/call historis untuk instrumen ini.
Menggunakan Rasio Put/Call sebagai indikator sentimen investor mengatasi salah satu kekurangan utama dari penggunaan total kepemilikan institusional, yaitu sejumlah besar aset yang dikelola diinvestasikan secara pasif untuk melacak indeks. Dana yang dikelola secara pasif biasanya tidak membeli opsi, sehingga indikator rasio put/call lebih akurat dalam melacak sentimen dana yang dikelola secara aktif.
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 1,241 | -3.87 | 146 | 17.89 | ||||
| 2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 2,593 | -52.44 | 305 | -45.13 | ||||
| 2025-07-25 | 13F | Investment Advisory Group, LLC | 2,300 | 0.00 | 270 | 22.73 | ||||
| 2025-07-15 | 13F | Bfsg, Llc | 1,900 | 0.00 | 223 | 22.53 | ||||
| 2025-07-14 | 13F | Ridgewood Investments LLC | 712 | 0.00 | 84 | 22.06 | ||||
| 2025-08-14 | 13F | Comerica Bank | 16,242 | -3.85 | 1,907 | 17.57 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 467,554 | -0.55 | 54,910 | 21.61 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 47,778 | 84.41 | 5,611 | 125.48 | ||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 1,090 | 0.00 | 128 | 23.08 | ||||
| 2025-07-23 | 13F | Schrum Private Wealth Management LLC | 3,050 | 0.00 | 358 | 22.60 | ||||
| 2025-05-02 | 13F | First Command Advisory Services, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 12,293 | -6.17 | 1,444 | 14.71 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 19,954 | 86.35 | 2,343 | 127.92 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 3,922 | -0.76 | 461 | 21.37 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 3,108 | 69.28 | 365 | 107.39 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 4,072 | 37.47 | 478 | 68.31 | ||||
| 2025-08-14 | 13F | Paragon Private Wealth Management, LLC | 2,911 | 0.00 | 342 | 22.22 | ||||
| 2025-07-24 | 13F | Eastern Bank | 1,000 | 0.00 | 117 | 21.88 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 50,107 | 5,885 | ||||||
| 2025-07-17 | 13F | Covenant Asset Management, LLC | 6,034 | -0.05 | 709 | 22.28 | ||||
| 2025-07-29 | 13F | Elevation Capital Advisory, LLC | 76,541 | 8,989 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 90,519 | 0.39 | 10,631 | 22.76 | ||||
| 2025-07-21 | 13F | Exchange Capital Management, Inc. | 2,532 | 0.00 | 297 | 22.22 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 82 | 0.00 | 10 | 28.57 | ||||
| 2025-07-14 | 13F | Bank & Trust Co | 144 | 0.00 | 17 | 23.08 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 1,064,889 | 20.40 | 125,061 | 47.23 | ||||
| 2025-08-13 | 13F | Maia Wealth LLC | 3,448 | 28.18 | 405 | 59.68 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 2,384 | -2.17 | 280 | 19.74 | ||||
| 2025-08-04 | 13F | Keybank National Association/oh | 9,930 | 0.00 | 1,166 | 22.35 | ||||
| 2025-08-12 | 13F | Bokf, Na | 500 | 0.00 | 59 | 20.83 | ||||
| 2025-08-14 | 13F | JPL Wealth Management, LLC | 39,516 | -0.04 | 4,641 | 22.23 | ||||
| 2025-08-11 | 13F | Forge Financial Services LLC | 39,741 | -0.05 | 4,640 | 21.47 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 24,201 | -29.60 | 2,842 | -13.90 | ||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 5,921 | 695 | ||||||
| 2025-07-24 | 13F | Blair William & Co/il | 3,713 | 0.00 | 436 | 22.47 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 4,083 | -1.61 | 480 | 20.35 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 20,217 | 0.00 | 2,374 | 22.31 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 2,765 | 0.00 | 325 | 15.30 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 4,220 | -33.56 | 496 | -18.85 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 2,295 | -8.35 | 270 | 12.08 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 2,295 | 80.00 | 270 | 118.70 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 49,788 | -2.01 | 5,847 | 19.84 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 17,082 | 345.66 | 2,006 | 445.11 | ||||
| 2025-08-14 | 13F | Garden State Investment Advisory Services LLC | 154,234 | 61.39 | 18,113 | 97.37 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 2,307 | 0.00 | 271 | 22.17 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 131,399 | -2.42 | 15,431 | 19.32 | ||||
| 2025-08-08 | 13F | Evolution Wealth Advisors, LLC | 5,000 | 0.00 | 587 | 22.29 | ||||
| 2025-08-14 | 13F | Wharton Business Group, LLC | 168,139 | 0.19 | 19 | 18.75 | ||||
| 2025-07-08 | 13F | IAM Advisory, LLC | 3,084 | 0.00 | 362 | 22.30 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 81,174 | 82.82 | 9,533 | 123.57 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 3,380 | 0.00 | 397 | 22.22 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 9,800 | -0.49 | 1,151 | 21.82 | ||||
| 2025-09-04 | 13F | Beacon Capital Management, Inc. | 288 | 34 | ||||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 14,481 | -0.60 | 1,701 | 21.52 | ||||
| 2025-08-26 | 13F | Claris Financial LLC | 5,620 | -0.88 | 660 | 14.58 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 24 | 3 | ||||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 8,724 | 13.74 | 1,025 | 39.13 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 3,105 | 10.15 | 365 | 34.81 | ||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 3,512 | 412 | ||||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 2,277 | 0.00 | 267 | 36.22 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 5,145 | 3.69 | 604 | 26.89 | ||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 15,844 | 0.00 | 1,886 | 23.93 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 6,270 | 0.00 | 736 | 22.26 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 2,052 | 102,500.00 | 238 | |||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 8,600 | 0.00 | 1,010 | 22.30 | ||||
| 2025-08-13 | 13F | Balanced Wealth Group Llc | 17,442 | -0.97 | 2,075 | 22.65 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 9,914 | 56.00 | 1,164 | 90.82 | ||||
| 2025-08-05 | 13F | Integrity Financial Corp /WA | 53 | 0.00 | 6 | 20.00 | ||||
| 2025-07-31 | 13F | Carrera Capital Advisors | 3,200 | 0.00 | 376 | 22.15 | ||||
| 2025-07-11 | 13F | Eagle Bay Advisors LLC | 3,301 | 0.00 | 388 | 22.08 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 2,321 | 72.57 | 273 | 110.85 | ||||
| 2025-08-12 | 13F | NFP Retirement, Inc. | 12,515 | 0.00 | 1,470 | 22.31 | ||||
| 2025-08-14 | 13F | Win Advisors, Inc | 121,061 | 155.60 | 14,217 | 212.60 | ||||
| 2025-07-15 | 13F | Traction Financial Partners, LLC | 3,553 | 0.00 | 417 | 22.29 | ||||
| 2025-08-14 | 13F | UBS Group AG | 201,075 | -0.92 | 23,614 | 21.16 | ||||
| 2025-08-06 | 13F | Ethos Financial Group, LLC | 64,815 | 7,612 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 108,053 | 2.01 | 12,690 | 24.74 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 4,031 | 0.00 | 473 | 22.22 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 4,791 | 7.54 | 563 | 31.62 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 1,008 | 0.00 | 118 | 22.92 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 79,243 | 5.36 | 9,306 | 28.84 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 8,705 | 0.00 | 1,022 | 22.25 | ||||
| 2025-08-04 | 13F | Horizon Wealth Management, LLC | 1,775 | 208 | ||||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 29,090 | 31.49 | 3,416 | 60.83 | ||||
| 2025-08-11 | 13F | Advisor Resource Council | 3,512 | 412 | ||||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 49,400 | -3.26 | 5,801 | 18.29 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 3,541 | 416 | ||||||
| 2025-07-15 | 13F | Verum Partners LLC | 2,318 | 0.00 | 272 | 22.52 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 97,623 | -4.35 | 11,465 | 16.97 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 87,869 | 0.40 | 10,319 | 22.77 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 49,539 | 36.77 | 5,741 | 65.30 | ||||
| 2025-08-01 | 13F | Capital Investment Counsel, LLC | 92,290 | -2.75 | 10,839 | 18.93 | ||||
| 2025-05-09 | 13F | Horizon Family Wealth, Inc. | 0 | -100.00 | 0 | |||||
| 2025-05-02 | 13F | Sigma Planning Corp | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | Hoey Investments, Inc | 7 | 0.00 | 1 | |||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 10,587 | 2.76 | 1,243 | 25.68 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 6,317 | -6.44 | 742 | 14.35 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 66,037 | -0.43 | 8 | 16.67 | ||||
| 2025-04-15 | 13F | Noble Wealth Management PBC | 45 | 0.00 | 4 | 0.00 | ||||
| 2025-08-13 | 13F | Tobias Financial Advisors, Inc. | 20,624 | 0.00 | 2,422 | 22.32 | ||||
| 2025-07-16 | 13F | PFS Partners, LLC | 650 | 0.00 | 76 | 22.58 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 2,320 | 0.00 | 272 | 22.52 | ||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 4,000 | 0.00 | 470 | 15.52 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 686 | 44.12 | 81 | 77.78 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 38 | 0.00 | 4 | 33.33 | ||||
| 2025-08-06 | 13F | Chancellor Financial Group WB LP | 2,106 | 0.00 | 247 | 22.28 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 2,718 | -13.63 | 320 | 5.63 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 6,921 | -20.65 | 813 | -2.99 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 48,759 | 0.19 | 5,726 | 22.53 | ||||
| 2025-08-07 | 13F | Strategy Asset Managers Llc | 7,048 | 0.00 | 828 | 22.34 | ||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 12,081 | 0.00 | 1 | 0.00 | ||||
| 2025-07-16 | 13F | Dakota Wealth Management | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Strategic Family Wealth Counselors, L.L.C. | 3,040 | -2.53 | 357 | 19.40 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 121,737 | 8.66 | 14,297 | 32.87 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 2,712 | 318 | ||||||
| 2025-07-07 | 13F | Investors Research Corp | 11,952 | 10.38 | 1,404 | 35.03 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 10,425 | 0.97 | 1,224 | 23.51 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 1,979 | 232 | ||||||
| 2025-08-14 | 13F | Harmony Asset Management Llc | 6,846 | -1.91 | 804 | 20.00 | ||||
| 2025-07-28 | 13F | Rosenberg Matthew Hamilton | 1,012 | 0.00 | 119 | 21.65 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 0 | -100.00 | 0 | |||||
| 2025-07-07 | 13F | Centurion Wealth Management LLC | 2,304 | 0.00 | 271 | 15.38 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 102,512 | -19.14 | 12,039 | -1.12 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 1,972 | 232 | ||||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 92,304 | -1.08 | 10,840 | 20.97 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 2,898 | 1.36 | 340 | 24.09 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 250,391 | -4.12 | 29 | 16.00 | ||||
| 2025-08-14 | 13F | Blue Capital, Inc. | 11,115 | 53.86 | 1,305 | 77.79 | ||||
| 2025-07-08 | 13F | Prism Advisors, Inc. | 26,918 | 29.35 | 3,161 | 58.21 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 95,334 | -5.25 | 11 | 22.22 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 45 | 5 | ||||||
| 2025-07-11 | 13F | Caldwell Securities, Inc | 1,900 | 0.00 | 223 | 22.53 | ||||
| 2025-05-15 | 13F | National Wealth Management Group, LLC | 2,608 | -0.91 | 250 | -6.37 | ||||
| 2025-07-18 | 13F | Institute for Wealth Management, LLC. | 31,710 | -0.52 | 3,724 | 21.66 | ||||
| 2025-08-13 | 13F | Kayne Anderson Rudnick Investment Management Llc | 110 | 0.00 | 13 | 20.00 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 12,330 | 0.00 | 1,448 | 22.30 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 4 | 0 | ||||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 8,877 | 1,043 | ||||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Summit Financial, LLC | 2,524 | -43.74 | 296 | -31.16 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 1,570 | -2.97 | 0 | |||||
| 2025-08-14 | 13F | GWM Advisors LLC | 258 | 0.00 | 30 | 25.00 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 88,329 | 47.27 | 10,422 | 80.92 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 1,485 | 0.00 | 174 | 22.54 | ||||
| 2025-08-11 | 13F | Mill Creek Capital Advisors, LLC | 45,920 | 0.00 | 5,393 | 22.27 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 13,885 | 102.94 | 1,631 | 148.10 | ||||
| 2025-08-05 | 13F | HFG Advisors, Inc. | 3,850 | 0.00 | 452 | 22.49 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 8,095 | 951 | ||||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 36,515 | 0.52 | 4,299 | 14.55 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 6,550 | 0.00 | 769 | 22.26 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 500 | 0.00 | 59 | 20.83 | ||||
| 2025-08-01 | 13F | GoalVest Advisory LLC | 866 | 0.00 | 102 | 21.69 | ||||
| 2025-05-09 | 13F | GeoWealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 7,538 | 885 | ||||||
| 2025-08-14 | 13F | Fmr Llc | 20,215 | 1.83 | 2,374 | 24.55 | ||||
| 2025-07-17 | 13F | Hanson & Doremus Investment Management | 158 | 0.00 | 0 | |||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 40,154 | -16.77 | 4,716 | 1.77 | ||||
| 2025-05-13 | 13F | Philadelphia Trust Co | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 8 | 1 | ||||||
| 2025-07-23 | 13F | Armbruster Capital Management, Inc. | 6,370 | 0.00 | 748 | 22.42 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 2,993 | 0.00 | 351 | 22.30 | ||||
| 2025-08-08 | 13F | Creative Planning | 7,445 | 2.55 | 874 | 25.39 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 1,215 | 0.00 | 143 | 15.45 | ||||
| 2025-08-14 | 13F | Bbr Partners, Llc | 1,775 | 208 | ||||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 7,273 | -3.64 | 854 | 17.96 | ||||
| 2025-07-11 | 13F | Ullmann Financial Group, Inc. | 22,022 | 0.00 | 2,586 | 22.33 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 46,361 | 1,255.19 | 5,445 | 1,559.76 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 14,375 | -5.96 | 1,688 | 14.99 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 75,958 | -1.77 | 8,921 | 20.12 | ||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 6,442 | 0.00 | 619 | -5.65 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 4,196 | 22.62 | 493 | 50.00 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 6,016 | 707 | ||||||
| 2025-08-12 | 13F | MAI Capital Management | 1,929 | 0.00 | 227 | 22.16 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 602 | 0.00 | 71 | 22.81 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 2,053 | 241 | ||||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 2,277 | 267 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 838,929 | 8.52 | 98,524 | 32.71 | ||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 5,105 | 2.51 | 600 | 25.31 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 959 | 396.89 | 113 | 522.22 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 6,442 | 757 | ||||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 350 | 0.00 | 41 | 24.24 | ||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 29,300 | 3,441 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 29,804 | 105.43 | 4 | 200.00 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 3,750 | 0.54 | 0 | |||||
| 2025-08-08 | 13F | Firestone Capital Management | 36,087 | 4,238 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 31,727 | 0.06 | 3,726 | 22.36 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 2,687 | -24.37 | 316 | -12.74 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 405,631 | 6.78 | 47,637 | 30.57 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 39,597 | -1.70 | 4,650 | 20.22 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 0 | -100.00 | 0 | |||||
| 2025-04-21 | 13F | PSI Advisors, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 1,918 | 225 | ||||||
| 2025-07-31 | 13F | Alamar Capital Management, LLC | 2,250 | 0.00 | 264 | 22.22 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 3,039 | -16.74 | 357 | 1.71 |
