Mga Batayang Estadistika
| Pemilik Institusional | 195 total, 195 long only, 0 short only, 0 long/short - change of 2.62% MRQ |
| Alokasi Portofolio Rata-rata | 0.1501 % - change of 38.91% MRQ |
| Saham Institusional (Jangka Panjang) | 54,763,278 (ex 13D/G) - change of 5.12MM shares 10.32% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 1,244,458 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
Invesco Exchange-Traded Fund Trust II - Invesco RAFI Emerging Markets ETF (US:PXH) memiliki 195 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 54,763,278 saham. Pemegang saham terbesar meliputi Charles Schwab Investment Management Inc, Itau Unibanco Holding S.A., Fmr Llc, Ameriprise Financial Inc, Bank Of America Corp /de/, Victory Capital Management Inc, Invesco Ltd., USCRX - Cornerstone Moderately Aggressive Fund, Morgan Stanley, and LPL Financial LLC .
Struktur kepemilikan institusional Invesco Exchange-Traded Fund Trust II - Invesco RAFI Emerging Markets ETF (ARCA:PXH) 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 24.60 / share. Previously, on September 6, 2024, the share price was 20.02 / share. This represents an increase of 22.88% 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 13D/G
Kami menyajikan pengajuan 13D/G secara terpisah dari pengajuan 13F karena perlakuan yang berbeda oleh SEC. Pengajuan 13D/G dapat diajukan oleh kelompok investor (dengan satu pemimpin), sedangkan pengajuan 13F tidak bisa. Hal ini mengakibatkan situasi di mana seorang investor dapat mengajukan 13D/G yang melaporkan satu nilai untuk total saham (mewakili semua saham yang dimiliki oleh kelompok investor), tetapi kemudian mengajukan 13F yang melaporkan nilai yang berbeda untuk total saham (mewakili kepemilikan mereka sendiri). Ini berarti bahwa kepemilikan saham dari pengajuan 13D/G dan pengajuan 13F seringkali tidak dapat dibandingkan secara langsung, sehingga kami menyajikannya secara terpisah.
Catatan: Mulai 16 Mei 2021, kami tidak lagi menampilkan pemilik yang belum mengajukan 13D/G dalam setahun terakhir. Sebelumnya, kami menampilkan riwayat lengkap pengajuan 13D/G. Secara umum, entitas yang diwajibkan untuk mengajukan pengajuan 13D/G harus mengajukan setidaknya setiap tahun sebelum mengirimkan pengajuan penutupan. Namun, terkadang dana keluar dari posisi tanpa mengirimkan pengajuan penutupan (misalnya, mereka menghentikan operasi), sehingga menampilkan riwayat lengkap terkadang menyebabkan kebingungan tentang kepemilikan saat ini. Untuk mencegah kebingungan, kami sekarang hanya menampilkan pemilik 'saat ini' - yaitu - pemilik yang telah mengajukan dalam setahun terakhir.
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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
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| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-04-21 | 13F | Ronald Blue Trust, Inc. | 0 | -100.00 | 0 | |||||
| 2025-05-02 | 13F | United Community Bank | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Blair William & Co/il | 681 | 0.59 | 16 | 7.14 | ||||
| 2025-08-13 | 13F | Sepio Capital, LP | 87,212 | 0.01 | 2,040 | 7.60 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 26,771 | 626 | ||||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Eastern Bank | 70 | 0.00 | 2 | 0.00 | ||||
| 2025-07-22 | 13F | Three Bridge Wealth Advisors, LLC | 8,643 | 202 | ||||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 2,096 | 0.43 | 49 | 8.89 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 7,474 | 0.00 | 175 | 7.41 | ||||
| 2025-07-23 | 13F | Godsey & Gibb Associates | 541 | 13 | ||||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 14,226 | 0.10 | 333 | 7.79 | ||||
| 2025-07-23 | 13F | RMG Wealth Management LLC | 1,705 | 41 | ||||||
| 2025-07-28 | 13F | Aries Wealth Management | 204,934 | -1.79 | 4,793 | 5.67 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 82,512 | -11.32 | 1,930 | -4.60 | ||||
| 2025-05-22 | 13F | Mattson Financial Services, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 7,913 | 0.27 | 185 | 8.19 | ||||
| 2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 16,906 | -1.01 | 395 | 6.47 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 2 | 0.00 | 0 | |||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 57 | 0.00 | 1 | 0.00 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 22,096 | 0.00 | 517 | 7.50 | ||||
| 2025-07-24 | 13F | Lmcg Investments, Llc | 103,445 | 32.13 | 2,420 | 42.13 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 750 | 117.39 | 18 | 142.86 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | 2 | 0 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 356 | 0.00 | 8 | 14.29 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 2,015 | 47 | ||||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 2 | 0 | ||||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 40 | 1 | ||||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 9 | 125.00 | 0 | |||||
| 2025-04-23 | 13F | Alpine Bank Wealth Management | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Red Tortoise LLC | 28,093 | 0.63 | 657 | 8.42 | ||||
| 2025-05-09 | 13F | Atria Wealth Solutions, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | Abound Wealth Management | 154 | 4 | ||||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 57,960 | 191.21 | 1,356 | 213.66 | ||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | Put | 0 | -100.00 | 0 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 1,044,058 | 2.29 | 24,421 | 10.06 | ||||
| 2025-08-01 | 13F | MorganRosel Wealth Management, LLC | 748 | 0.00 | 17 | 6.25 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 507,868 | 733.28 | 11,879 | 796.53 | ||||
| 2025-05-15 | 13F | Asset Allocation Strategies LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Comerica Bank | 3,840 | 61.01 | 90 | 74.51 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 743,516 | 1.72 | 17,390 | 9.44 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 504 | 25,100.00 | 12 | |||||
| 2025-07-31 | 13F | Trademark Financial Management, LLC | 37,307 | 7.43 | 873 | 15.65 | ||||
| 2025-08-06 | 13F | Paladin Advisory Group, LLC | 433 | 10 | ||||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 21,512 | -14.83 | 503 | -8.38 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 38,515 | 2.48 | 901 | 10.16 | ||||
| 2025-07-17 | 13F | Charles Schwab Trust Co | 78,742 | 6.01 | 1,842 | 14.06 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 6,372 | 0.19 | 0 | |||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 9,404 | -4.93 | 220 | 1.86 | ||||
| 2025-07-17 | 13F | KWB Wealth | 88,509 | -20.16 | 1,924 | -15.24 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 150 | 0.00 | 4 | 0.00 | ||||
| 2025-08-11 | 13F | Bell Investment Advisors, Inc | 330 | 8 | ||||||
| 2025-05-12 | 13F | Kohmann Bosshard Financial Services, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 16,746 | 17.80 | 392 | 26.54 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 23,679 | -19.89 | 554 | -13.86 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 40,516 | 6.99 | 948 | 15.07 | ||||
| 2025-08-28 | NP | RNCOX - RiverNorth Core Opportunity Fund Class R | 55,600 | 0.00 | 1,300 | 7.62 | ||||
| 2025-08-13 | 13F | Custom Index Systems, Llc | 91,016 | 130.12 | 2,129 | 147.73 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 5 | -28.57 | 0 | |||||
| 2025-08-07 | 13F | Evoke Wealth, Llc | 12,020 | 281 | ||||||
| 2025-07-14 | 13F | Toth Financial Advisory Corp | 465 | 11 | ||||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 80,754 | -3.48 | 1,889 | 3.85 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 4,160 | 0.00 | 0 | |||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 609 | 0.00 | 14 | 7.69 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 2 | -99.96 | 0 | -100.00 | ||||
| 2025-08-07 | 13F | Rathbone Brothers plc | 32,180 | 0.00 | 753 | 7.58 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 75,627 | -65.32 | 1,769 | -62.70 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 8,524 | 28.57 | 199 | 39.16 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Foster & Motley Inc | 155,611 | -6.62 | 4 | 0.00 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 212,390 | -44.85 | 4,968 | -40.66 | ||||
| 2025-07-25 | NP | USBSX - Cornerstone Moderate Fund | 528,518 | -23.03 | 11,728 | -20.60 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 11 | 0 | ||||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 9,278 | -94.65 | 217 | -93.34 | ||||
| 2025-08-11 | 13F | Pin Oak Investment Advisors Inc | 144 | 0 | ||||||
| 2025-07-16 | 13F | Paragon Capital Management Ltd | 13,083 | 0.00 | 306 | 7.75 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 144 | 0.00 | 3 | 0.00 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 445 | -0.22 | 10 | 11.11 | ||||
| 2025-08-14 | 13F | Daiwa Securities Group Inc. | 935,500 | 22.21 | 22 | 31.25 | ||||
| 2025-08-04 | 13F | Virtus Family Office LLC | 140,030 | 3,275 | ||||||
| 2025-08-12 | 13F | Running Point Capital Advisors, LLC | 21 | 0.00 | 0 | |||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 9,586 | 0.02 | 224 | 7.69 | ||||
| 2025-07-07 | 13F | Versant Capital Management, Inc | 2,077 | 144.64 | 49 | 166.67 | ||||
| 2025-08-12 | 13F | Bokf, Na | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 32,840 | -2.61 | 768 | 4.77 | ||||
| 2025-07-14 | 13F | Signature Securities Group Corporation | 15,779 | 1.35 | 369 | 9.17 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 2,513 | -0.48 | 59 | 7.41 | ||||
| 2025-08-14 | 13F | UBS Group AG | 522,188 | 39.77 | 12,214 | 50.37 | ||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 5,334 | 0.00 | 125 | 7.83 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 195,013 | -10.25 | 4,561 | -3.43 | ||||
| 2025-08-14 | 13F | C M Bidwell & Associates Ltd | 1,821 | 0.00 | 43 | 7.69 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-11 | 13F | FSA Wealth Management LLC | 124 | 0.00 | 3 | 0.00 | ||||
| 2025-07-25 | NP | USCRX - Cornerstone Moderately Aggressive Fund | 1,301,165 | -15.48 | 28,873 | -12.81 | ||||
| 2025-07-30 | 13F | Drive Wealth Management, Llc | 66,036 | 0.31 | 1,545 | 7.90 | ||||
| 2025-07-31 | 13F | Kathleen S. Wright Associates Inc. | 505 | 0.00 | 12 | 10.00 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 199,913 | 2.41 | 4,676 | 10.18 | ||||
| 2025-08-13 | 13F | Marshall Wace, Llp | 225,495 | 1,107.79 | 5,274 | 1,202.22 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 10,643 | 9.55 | 249 | 17.54 | ||||
| 2025-07-09 | 13F | Westmount Partners, LLC | 20,107 | 0.00 | 470 | 7.55 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 9,305 | -8.40 | 218 | -1.36 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Cwm, Llc | 4,320 | -1.77 | 0 | |||||
| 2025-07-16 | 13F | ORG Partners LLC | 54,017 | 1,267 | ||||||
| 2025-07-29 | 13F | Private Trust Co Na | 1,711 | -2.23 | 40 | 5.26 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 60,540 | 8.00 | 1,416 | 16.26 | ||||
| 2025-07-31 | 13F/A | Avion Wealth | 240 | 0.00 | 0 | |||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 312 | 7 | ||||||
| 2025-07-14 | 13F | Hoey Investments, Inc | 1 | 0 | ||||||
| 2025-09-03 | 13F | American Trust | 12,925 | 302 | ||||||
| 2025-07-29 | 13F | Cidel Asset Management Inc | 550,560 | 6.18 | 12,878 | 14.24 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 709,567 | 29.96 | 16,597 | 39.81 | ||||
| 2025-07-16 | 13F | Kathmere Capital Management, LLC | 116,415 | -0.92 | 2,723 | 6.58 | ||||
| 2025-08-12 | 13F | Accredited Wealth Management, LLC | 201 | 5 | ||||||
| 2025-07-07 | 13F | Salem Investment Counselors Inc | 0 | -100.00 | 0 | |||||
| 2025-07-08 | 13F | Lowe Wealth Advisors, LLC | 53,229 | 0.38 | 1,245 | 8.07 | ||||
| 2025-08-08 | 13F | Crossmark Global Holdings, Inc. | 80,353 | -9.29 | 1,879 | -2.34 | ||||
| 2025-07-22 | 13F | Net Worth Advisory Group | 28,963 | 0.29 | 677 | 7.97 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 51 | -81.59 | 1 | -83.33 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 3,641 | -30.20 | 85 | -24.78 | ||||
| 2025-07-14 | 13F | Farmers & Merchants Investments Inc | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Highline Wealth Partners Llc | 6 | 100.00 | 0 | |||||
| 2025-08-08 | 13F | Creative Planning | 91,615 | -0.40 | 2,143 | 7.15 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 262 | 0.38 | 6 | 20.00 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 257,387 | 6.76 | 6,020 | 14.86 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 217,283 | -11.07 | 4,724 | -5.60 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 203 | 0.00 | 5 | 0.00 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 12,588 | -17.20 | 0 | |||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 135,762 | -53.52 | 3,218 | -49.31 | ||||
| 2025-07-24 | 13F | Financial Connections Group, Inc. | 548 | 0 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 16,373 | 25.41 | 0 | |||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 175,159 | 1.02 | 4,097 | 8.68 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 1,104 | 26 | ||||||
| 2025-08-14 | 13F | Rivernorth Capital Management, Llc | 55,600 | 0.00 | 1,300 | 7.62 | ||||
| 2025-08-01 | 13F | Chilton Capital Management Llc | 380 | 0.00 | 9 | 0.00 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 804 | 0.00 | 19 | 5.88 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 312 | 0.00 | 7 | 0.00 | ||||
| 2025-08-05 | 13F | EPG Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 6,427 | 3.23 | 150 | 11.11 | ||||
| 2025-08-05 | 13F | Freestone Capital Holdings, LLC | 10,655 | -12.17 | 249 | -5.32 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 540 | 13 | ||||||
| 2025-07-25 | NP | UCMCX - Cornerstone Moderately Conservative Fund | 58,676 | -32.01 | 1,302 | -29.85 | ||||
| 2025-07-09 | 13F | Efficient Frontier Advisors LLC | 11,492 | 0.67 | 269 | 8.06 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 10,171 | 0.01 | 238 | 7.24 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | State Of Wisconsin Investment Board | 460,425 | 0.00 | 10,769 | 7.59 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 12,930 | 1,244.07 | 302 | 1,410.00 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Johnson & White Wealth Management, LLC | 269,519 | -0.04 | 6 | 20.00 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 660 | 8.91 | 15 | 25.00 | ||||
| 2025-04-29 | 13F | Raleigh Capital Management Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Maridea Wealth Management LLC | 10,763 | 4.02 | 252 | 12.05 | ||||
| 2025-08-08 | 13F | Itau Unibanco Holding S.A. | 2,925,998 | 68,439 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 50,335 | -0.28 | 1,177 | 7.29 | ||||
| 2025-07-28 | 13F | Revolve Wealth Partners, LLC | 18,217 | -7.59 | 426 | -0.47 | ||||
| 2025-05-21 | 13F/A | Geneos Wealth Management Inc. | 1,719 | 37 | ||||||
| 2025-07-10 | 13F | Global Financial Private Client, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | MCF Advisors LLC | 335 | 0.00 | 8 | 0.00 | ||||
| 2025-07-29 | 13F | Goldstein Advisors, LLC | 41,063 | 0.12 | 960 | 7.74 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 841,638 | -2.41 | 19,686 | 4.99 | ||||
| 2025-08-06 | 13F | Atlas Legacy Advisors, LLC | 212,495 | 49.42 | 4,969 | 58.50 | ||||
| 2025-08-14 | 13F | Greenline Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 17,598 | 806.18 | 412 | 878.57 | ||||
| 2025-05-09 | 13F | Wade Financial Advisory, Inc | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | MAI Capital Management | 3,308 | -30.27 | 77 | -25.24 | ||||
| 2025-08-14 | 13F | Toronto Dominion Bank | 4 | 0.00 | 0 | |||||
| 2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 2 | 0.00 | 0 | |||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 70 | -88.80 | 2 | -92.31 | ||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 1 | 0.00 | 0 | |||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 1,987,172 | -4.35 | 46,480 | 2.91 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 31,982 | -1.33 | 748 | 6.25 | ||||
| 2025-07-25 | NP | UCAGX - Cornerstone Aggressive Fund | 221,763 | -7.84 | 4,921 | -4.95 | ||||
| 2025-08-14 | 13F | Navigoe, LLC | 80 | 0 | ||||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 13,980 | 0.00 | 327 | 7.59 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 50,614 | -3.88 | 1,184 | 3.41 | ||||
| 2025-08-14 | 13F | Fiduciary Trust Co | 122,915 | 0.00 | 2,875 | 7.56 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 36 | 0.00 | 1 | |||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 585 | 0.34 | 14 | 8.33 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 959 | 0.00 | 22 | 10.00 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 1,025,147 | 1.73 | 23,978 | 9.45 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 40,861 | 12.75 | 956 | 21.35 | ||||
| 2025-08-12 | 13F | Belmont Capital, LLC | 107 | 0.00 | 3 | 0.00 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 8,167 | 2,526.05 | 191 | 3,083.33 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 2,350,046 | 8.13 | 54,974 | 16.35 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 16,161 | -1.86 | 378 | 5.59 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 24,910 | -18.03 | 583 | -11.82 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 35,082 | 2.17 | 821 | 9.92 | ||||
| 2025-04-18 | 13F | Edge Financial Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 457,575 | 15.04 | 10,703 | 23.77 | ||||
| 2025-07-09 | 13F | Sar Wealth Management Group, Llc | 15,248 | 0.37 | 357 | 7.88 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 20,760 | 0.00 | 486 | 7.54 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 70 | 0.00 | 2 | 0.00 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 5,682 | 49.92 | 133 | 60.98 | ||||
| 2025-04-29 | 13F | Callan Capital, LLC | 11,986 | 0.00 | 261 | 6.12 | ||||
| 2025-07-18 | 13F | TruNorth Capital Management, LLC | 1,613 | 0.00 | 38 | 5.71 | ||||
| 2025-05-14 | 13F | Flow Traders U.s. Llc | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 22,121 | 35.81 | 1 | |||||
| 2025-07-30 | 13F | Fairway Wealth LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 125,441 | 260.12 | 2,934 | 287.58 | ||||
| 2025-08-12 | 13F | Nemes Rush Group LLC | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | One + One Wealth Management, Llc | 176,174 | 80.74 | 4,121 | 94.43 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 2 | -99.47 | 0 | -100.00 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 4,101 | 18.42 | 96 | 26.67 | ||||
| 2025-08-08 | 13F | Austin Wealth Management, LLC | 12,385 | 20.61 | 293 | 33.94 | ||||
| 2025-08-13 | 13F | Invesco Ltd. | 1,358,402 | 11.17 | 31,773 | 19.60 | ||||
| 2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Fmr Llc | 2,895,014 | -8.85 | 67,714 | -1.93 | ||||
| 2025-05-14 | 13F | Huntington National Bank | 0 | |||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 15,580 | 19.54 | 364 | 28.62 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 29,460 | 8.63 | 689 | 16.98 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 571,395 | -0.86 | 13,365 | 6.66 | ||||
| 2025-05-01 | 13F | High Note Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Charles Schwab Investment Management Inc | 25,095,530 | 9.68 | 586,984 | 18.01 | ||||
| 2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Victory Capital Management Inc | 1,773,508 | -30.54 | 41,482 | -25.26 | ||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 47,306 | 22.42 | 1,106 | 31.67 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 105,259 | -8.73 | 2,462 | -1.79 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 8,535 | 67.09 | 200 | 79.28 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 1,281 | 26.96 | 30 | 38.10 | ||||
| 2025-07-18 | 13F | SigFig Wealth Management, LLC | 117,452 | 18.58 | 2,748 | 27.87 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 2,256 | 71.43 | 53 | 85.71 | ||||
| 2025-07-16 | 13F | Prairiewood Capital, LLC | 22,506 | -2.65 | 526 | 4.78 | ||||
| 2025-07-09 | 13F | Breakwater Capital Group | 9,074 | 212 | ||||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 408 | -77.85 | 10 | -77.50 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 3,119 | 1.66 | 73 | 16.13 |
