Mga Batayang Estadistika
| Pemilik Institusional | 271 total, 271 long only, 0 short only, 0 long/short - change of 4.62% MRQ |
| Alokasi Portofolio Rata-rata | 0.6615 % - change of -9.60% MRQ |
| Saham Institusional (Jangka Panjang) | 46,115,490 (ex 13D/G) - change of 2.51MM shares 5.77% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 4,670,705 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF (US:RWL) memiliki 271 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 46,115,490 saham. Pemegang saham terbesar meliputi Invesco Ltd., LPL Financial LLC, Ameriprise Financial Inc, Morgan Stanley, Allworth Financial LP, AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Portfolio Series: Active Allocation Fund Class R5, Bank Of America Corp /de/, Fusion Family Wealth LLC, AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Portfolio Series: Moderate Investor Fund Class C, and Advisor Group Holdings, Inc. .
Struktur kepemilikan institusional Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF (ARCA:RWL) 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 108.41 / share. Previously, on September 9, 2024, the share price was 95.23 / share. This represents an increase of 13.84% 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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| Tanggal File | Formulir | Investor | Sebelumnya Saham |
Terbaru Saham |
Δ Saham (Persen) |
Kepemilikan (Persen) |
Δ Pagmamay-ari (Persen) |
|
|---|---|---|---|---|---|---|---|---|
| 2025-05-09 | Invesco Ltd. | 6,148,126 | 7,845,673 | 27.61 | 14.80 | 16.54 |
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 39,136 | -32.28 | 4,082 | -28.89 | ||||
| 2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 43,024 | 39.85 | 4,487 | 48.94 | ||||
| 2025-07-15 | 13F | Main Street Group, LTD | 3,218 | -0.40 | 336 | 4.69 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 110,982 | 4.07 | 11,574 | 9.26 | ||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 3,111 | 0.00 | 324 | 4.85 | ||||
| 2025-07-22 | 13F | Gsa Capital Partners Llp | 2,422 | -52.79 | 0 | |||||
| 2025-08-12 | 13F | Solano Wealth Investment Advisors LLC | 20,566 | -1.61 | 2,145 | 3.28 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 22,359 | 1.74 | 2,332 | 8.47 | ||||
| 2025-07-16 | 13F | Crowley Wealth Management, Inc. | 119 | 0.00 | 12 | 9.09 | ||||
| 2025-05-05 | 13F | Lowery Thomas, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Fiera Capital Corp | 10,158 | 0.00 | 1,059 | 4.96 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 15,004 | -3.36 | 1,565 | 1.49 | ||||
| 2025-08-11 | 13F | VSM Wealth Advisory, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 3,800 | 396 | ||||||
| 2025-07-10 | 13F | Stewardship Advisors, LLC | 217,350 | 0.84 | 22,667 | 5.86 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 260 | 0.39 | 27 | 8.00 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 76,393 | 6.22 | 7,967 | 11.52 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 10,391 | -10.78 | 1,084 | -6.40 | ||||
| 2025-07-11 | 13F | Wealth Management Partners, LLC | 51,995 | -0.15 | 5,444 | 5.26 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 163,121 | -9.65 | 17,012 | -5.15 | ||||
| 2025-08-07 | 13F | Montag A & Associates Inc | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 100 | 0.00 | 10 | 11.11 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 1,118 | 0.09 | 117 | 5.45 | ||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 72 | -11.11 | 7 | -12.50 | ||||
| 2025-07-15 | 13F | Accurate Wealth Management, LLC | 5,245 | 0.00 | 553 | 11.29 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 22,723 | 11.95 | 2 | 0.00 | ||||
| 2025-07-30 | 13F | Fusion Family Wealth LLC | 1,579,615 | 0.58 | 164,738 | 5.59 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 3,338 | 0.27 | 348 | 5.45 | ||||
| 2025-08-08 | 13F | Glassman Wealth Services | 745 | 0.00 | 78 | 4.05 | ||||
| 2025-05-12 | 13F | Aveo Capital Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 67,682 | -1.45 | 7,059 | 3.46 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 1,128 | 4.64 | 118 | 11.43 | ||||
| 2025-08-11 | 13F | Landaas & Co /wi /adv | 3,802 | 5.76 | 397 | 11.20 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 44,221 | -4.12 | 4,612 | 0.65 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 9,376 | 80.55 | 978 | 89.71 | ||||
| 2025-07-14 | 13F | Abound Wealth Management | 380 | 0.00 | 40 | 5.41 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 2,121 | -9.24 | 222 | 0.91 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 48,111 | 169.29 | 5,017 | 182.81 | ||||
| 2025-08-11 | 13F | Forge Financial Services LLC | 39,077 | -0.41 | 4,051 | 3.93 | ||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 16,653 | -6.66 | 1,737 | -2.03 | ||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 147,631 | -8.30 | 15 | 0.00 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 8,403 | -11.68 | 876 | -7.30 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 41,305 | 0.83 | 4,308 | 5.87 | ||||
| 2025-08-07 | 13F | Nwam Llc | 47,674 | 2.00 | 4,979 | 7.22 | ||||
| 2025-08-14 | 13F | Comerica Bank | 8,386 | -16.61 | 875 | -12.42 | ||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 9,647 | 46.28 | 1,006 | 53.59 | ||||
| 2025-09-04 | 13F | Beacon Capital Management, Inc. | 990 | 103 | ||||||
| 2025-04-22 | 13F | Veridan Wealth LLC | 2,314 | -0.13 | 230 | -3.38 | ||||
| 2025-07-15 | 13F | Optima Capital Llc | 25,298 | 2,638 | ||||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 2,176 | 0.00 | 227 | 4.63 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Cerity Partners LLC | 382,195 | 39,859 | ||||||
| 2025-08-28 | NP | AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Portfolio Series: Active Allocation Fund Class R5 | 2,111,823 | 6.94 | 220,242 | 12.27 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 9,977 | 13.57 | 1,030 | 18.12 | ||||
| 2025-07-29 | 13F | Empirical Asset Management, LLC | 11,795 | -1.42 | 1,230 | 3.54 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 80,706 | -0.97 | 8,417 | 3.97 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 52,563 | -13.80 | 5,482 | -9.51 | ||||
| 2025-07-25 | 13F | Retirement Planning Group, Llc / Ny | 56,914 | 16.50 | 5,936 | 22.32 | ||||
| 2025-08-13 | 13F | M&t Bank Corp | 2,731 | 0.00 | 285 | 4.80 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 7,758 | -89.62 | 814 | -89.04 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 200 | 0.00 | 0 | |||||
| 2025-08-14 | 13F | Garden State Investment Advisory Services LLC | 11,562 | 1,206 | ||||||
| 2025-07-30 | 13F | Caliber Wealth Management, LLC / KS | 2,017 | 0.00 | 210 | 5.00 | ||||
| 2025-07-29 | 13F | Kraft, Davis & Associates, LLC | 93,693 | -0.57 | 9,847 | 11.00 | ||||
| 2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 8,702 | 103.41 | 908 | 113.92 | ||||
| 2025-07-10 | 13F | Marshall Financial Group LLC | 7,519 | -0.11 | 787 | 5.35 | ||||
| 2025-07-08 | 13F | Rise Advisors, LLC | 362 | 0.28 | 38 | 5.71 | ||||
| 2025-07-10 | 13F | Tompkins Financial Corp | 40,207 | -0.86 | 4,193 | 4.10 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 5,175 | -0.19 | 537 | 4.08 | ||||
| 2025-07-10 | 13F | Kmg Fiduciary Partners, Llc | 9,143 | -2.78 | 954 | 2.03 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 645 | 0.00 | 67 | 4.69 | ||||
| 2025-08-28 | NP | AADAX - INVESCO Growth Allocation Fund Class A | 1,093,383 | 6.91 | 114,029 | 12.23 | ||||
| 2025-07-15 | 13F | Retireful, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Mission Hills Financial Advisory, LLC | 64,072 | -2.85 | 6,682 | 2.00 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 18,833 | 21.55 | 1,964 | 27.62 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 4,943 | 7.46 | 1 | |||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 183,781 | 13.16 | 19,166 | 18.80 | ||||
| 2025-05-05 | 13F | Lindbrook Capital, Llc | 1,250 | 0.00 | 124 | 1.64 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 2,776 | 290 | ||||||
| 2025-05-15 | 13F | Tower Research Capital LLC (TRC) | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | Founders Capital Management | 5 | 0.00 | 1 | |||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 970 | 101 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 240 | -80.55 | 25 | -79.51 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 154,058 | 7.22 | 16,067 | 12.56 | ||||
| 2025-08-13 | 13F/A | StoneX Group Inc. | 2,709 | 0.37 | 266 | 6.43 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 4 | 0 | ||||||
| 2025-08-11 | 13F | Citigroup Inc | 795 | 83 | ||||||
| 2025-07-21 | 13F | Investment Planning Advisors, Inc. | 24,234 | 12.09 | 2,527 | 17.70 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 2,905 | 29.46 | 303 | 37.90 | ||||
| 2025-08-11 | 13F | Atlantic Private Wealth, LLC | 528 | 0.00 | 55 | 5.77 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 104 | 0.00 | 11 | 11.11 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 2,058 | 215 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 10,078 | 46.61 | 1,051 | 54.11 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 505,000 | 40.49 | 52,565 | 48.57 | ||||
| 2025-08-12 | 13F/A | Cozad Asset Management Inc | 6,268 | 0.06 | 654 | 4.98 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 26,246 | 0.36 | 2,737 | 5.39 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 1,256 | 0.00 | 0 | |||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 2,899 | 21.96 | 302 | 27.97 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 2,342 | -0.93 | 244 | 4.27 | ||||
| 2025-07-17 | 13F | ERn Financial, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 686,896 | 12.79 | 71,636 | 18.41 | ||||
| 2025-08-28 | NP | ACMAX - Absolute Capital Defender Fund Class A Shares | 13,500 | -40.79 | 1,408 | -34.16 | ||||
| 2025-05-15 | 13F | Newbridge Financial Services Group, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 1,342 | 0.00 | 140 | 4.51 | ||||
| 2025-08-28 | NP | AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Portfolio Series: Moderate Investor Fund Class C | 1,506,074 | 1.44 | 157,068 | 6.50 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100.00 | 0 | |||||
| 2025-05-13 | 13F | Gentry Private Wealth, Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-14 | 13F | Signature Securities Group Corporation | 2,164 | 2.95 | 226 | 8.17 | ||||
| 2025-08-28 | NP | AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Portfolio Series: Growth Investor Fund Class R6 | 1,028,396 | 5.35 | 107,251 | 10.60 | ||||
| 2025-07-29 | 13F | AssuredPartners Investment Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Turning Point Benefit Group, Inc. | 2,480 | -24.89 | 259 | -13.71 | ||||
| 2025-08-28 | NP | CMAIX - Invesco Conservative Allocation Fund CLASS R5 | 155,192 | -0.16 | 16,185 | 4.82 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 2,672 | -38.02 | 279 | -35.05 | ||||
| 2025-04-15 | 13F | Collier Financial | 61 | 0.00 | 6 | 20.00 | ||||
| 2025-07-18 | 13F | Heritage Financial Services, LLC | 2,521 | 263 | ||||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 221 | 23 | ||||||
| 2025-08-06 | 13F | RFG - Bristol Wealth Advisors, LLC | 125,169 | 5.17 | 13,054 | 10.40 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 23,837 | 2 | ||||||
| 2025-07-15 | 13F | Colonial River Wealth Management, LLC | 95,253 | 26.79 | 10,039 | 34.50 | ||||
| 2025-04-29 | 13F | Hm Payson & Co | 640 | 0.00 | 64 | 1.61 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 36,066 | 7.61 | 3,761 | 12.98 | ||||
| 2025-08-14 | 13F | UBS Group AG | 520,474 | -0.21 | 54,280 | 4.76 | ||||
| 2025-07-24 | 13F/A | TFR Capital, LLC. | 86,971 | 2.82 | 9,070 | 7.95 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 10,786 | -12.32 | 1,125 | -8.02 | ||||
| 2025-04-29 | 13F | Lee Danner & Bass Inc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 2,207 | 230 | ||||||
| 2025-08-08 | 13F | Petix & Botte Co | 67,593 | 14.41 | 7,049 | 20.13 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 8,389 | 16.51 | 875 | 22.24 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 3,005,003 | 7.01 | 313,392 | 12.34 | ||||
| 2025-07-17 | 13F | Wolff Wiese Magana Llc | 130 | 0.00 | 14 | 8.33 | ||||
| 2025-08-08 | 13F | Intrua Financial, LLC | 47,017 | -0.89 | 4,903 | 4.05 | ||||
| 2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 143,175 | -2.35 | 14,932 | 2.52 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 22,561 | -0.73 | 2,353 | 4.21 | ||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 255 | 27 | ||||||
| 2025-07-29 | 13F | Private Trust Co Na | 2,420 | 0.04 | 252 | 5.00 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 4,191 | -0.59 | 437 | 4.55 | ||||
| 2025-07-14 | 13F | E&G Advisors, LP | 15,758 | 9.87 | 1,643 | 15.38 | ||||
| 2025-07-17 | 13F | Michels Family Financial, LLC | 3,061 | 2.51 | 319 | 7.77 | ||||
| 2025-07-17 | 13F | Paradigm Financial Partners, Llc | 75,506 | 4.31 | 7,874 | 9.51 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 268,398 | 91.83 | 27,991 | 104.31 | ||||
| 2025-07-10 | 13F | Secure Asset Management, LLC | 6,783 | 34.10 | 707 | 40.84 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 7,074 | -12.27 | 738 | -7.99 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 304,221 | 10.32 | 31,727 | 15.82 | ||||
| 2025-08-14 | 13F | Operose Advisors LLC | 475 | 0.00 | 50 | 4.26 | ||||
| 2025-07-21 | 13F | Pflug Koory, LLC | 1,557 | 0.06 | 162 | 5.19 | ||||
| 2025-05-19 | 13F | Heck Capital Advisors, LLC | 0 | 0 | ||||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 3,657 | 18.43 | 381 | 24.51 | ||||
| 2025-08-12 | 13F | Atlantic Family Wealth, Llc | 2,872 | 0.00 | 300 | 4.91 | ||||
| 2025-07-23 | 13F | High Note Wealth, LLC | 14 | 0.00 | 1 | 0.00 | ||||
| 2025-08-28 | NP | AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Portfolio Series: Conservative Investor Fund Class R6 | 120,243 | 0.32 | 12,540 | 5.32 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 488 | 0.00 | 51 | 4.17 | ||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 408 | 0.25 | 43 | 5.00 | ||||
| 2025-07-08 | 13F | Lowe Wealth Advisors, LLC | 300 | 0.00 | 31 | 6.90 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 56,191 | 47.30 | 5,860 | 54.66 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 5,743 | 11.23 | 599 | 16.80 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 8,377 | -2.68 | 874 | 2.11 | ||||
| 2025-08-08 | 13F | Flaharty Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Baldwin Brothers Inc/ma | 6,600 | 0.00 | 688 | 5.04 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 4,311 | 67.94 | 428 | 70.52 | ||||
| 2025-07-22 | 13F | Diligent Investors, LLC | 3,084 | 0.06 | 322 | 4.90 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 8,424 | 36.82 | 879 | 43.70 | ||||
| 2025-08-08 | 13F | Creative Planning | 6,915 | 12.55 | 721 | 18.20 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 68,253 | 2.15 | 7,118 | 7.25 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 3,616 | 21.10 | 377 | 27.36 | ||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 98 | 0.00 | 10 | 11.11 | ||||
| 2025-07-16 | 13F | Cadent Capital Advisors, LLC | 122,137 | 0.80 | 12,738 | 5.82 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 427 | 0.00 | 45 | 4.76 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 32,947 | 3,436 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 881,490 | 26.28 | 92 | 31.88 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 180 | 0.00 | 19 | 5.88 | ||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 340 | 0.00 | 35 | 6.06 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 678,403 | -1.00 | 70,751 | 3.94 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 574 | 0.00 | 60 | 3.51 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-24 | 13F | Thompson Investment Management, Inc. | 500 | 52 | ||||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 43,076 | -0.77 | 4,492 | 4.17 | ||||
| 2025-07-15 | 13F | Aspire Capital Advisors LLC | 118,868 | -0.04 | 12,397 | 4.94 | ||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 231 | 0.00 | 24 | 9.09 | ||||
| 2025-07-30 | 13F | Pacific Sun Financial Corp | 3,162 | 0.00 | 330 | 4.78 | ||||
| 2025-08-14 | 13F | Redwood Financial Network Corp | 7,596 | -1.03 | 792 | 3.94 | ||||
| 2025-08-01 | 13F | GoalVest Advisory LLC | 239 | -22.65 | 25 | -20.00 | ||||
| 2025-08-08 | 13F/A | Ignite Planners, LLC | 21,161 | 17.95 | 2,200 | 25.87 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 30,429 | 3.86 | 3,173 | 9.04 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 181,317 | 42.38 | 19 | 50.00 | ||||
| 2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 5,952 | 621 | ||||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 2,118 | 0.24 | 221 | 5.26 | ||||
| 2025-08-08 | 13F | TD Capital Management LLC | 102 | 0.00 | 11 | 0.00 | ||||
| 2025-07-18 | 13F | Lockerman Financial Group, Inc. | 2,556 | 14.98 | 267 | 20.91 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 3,307 | 18.53 | 345 | 24.19 | ||||
| 2025-07-21 | 13F | Future Financial Wealth Managment LLC | 83 | 0.00 | 9 | 0.00 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 872,227 | 2.36 | 90,965 | 7.47 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 96,366 | 2.32 | 10,175 | 8.77 | ||||
| 2025-07-28 | 13F | Rik Saylor Financial, Inc. | 13,331 | 3.37 | 1,390 | 8.51 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 17,508 | -17.62 | 1,826 | -13.55 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 1,960 | 204 | ||||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 230 | 0.00 | 24 | 4.55 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 34,712 | -2.86 | 3,620 | 2.00 | ||||
| 2025-05-12 | 13F | Commons Capital, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Allworth Financial LP | 2,251,612 | 1.82 | 234,821 | 9.96 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 104,156 | 158.57 | 10,862 | 171.48 | ||||
| 2025-08-13 | 13F | ESL Trust Services, LLC | 543 | 0.00 | 57 | 5.66 | ||||
| 2025-07-31 | 13F | Resonant Capital Advisors, LLC | 73,775 | -0.33 | 7,694 | 4.62 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 157,002 | 9.70 | 16,373 | 15.16 | ||||
| 2025-07-09 | 13F | Key Client Fiduciary Advisors, LLC | 19,010 | 1.31 | 1,983 | 6.33 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Florida Financial Advisors, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Rodgers & Associates, LTD | 22,624 | -1.20 | 2,359 | 3.74 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 12,092 | 0.00 | 1,261 | 5.00 | ||||
| 2025-08-13 | 13F | Avestar Capital, LLC | 52,494 | 18.22 | 5,475 | 24.13 | ||||
| 2025-05-15 | 13F | Gts Securities Llc | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 4,859 | -2.02 | 507 | 4.33 | ||||
| 2025-08-08 | 13F | Tanglewood Legacy Advisors, LLC | 411 | 0.00 | 43 | 5.00 | ||||
| 2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 7,974 | 9.26 | 832 | 14.78 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 66,539 | -47.18 | 6,939 | -44.55 | ||||
| 2025-08-04 | 13F | Amplius Wealth Advisors, LLC | 32,717 | 0.00 | 3,412 | 4.98 | ||||
| 2025-08-06 | 13F | Atlas Legacy Advisors, LLC | 155,401 | 0.79 | 16,207 | 4.74 | ||||
| 2025-07-15 | 13F | Wealth Effects Llc | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | Parsons Capital Management Inc/ri | 2,760 | 0.00 | 288 | 4.74 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 12,628 | 1.00 | 1,317 | 5.96 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 9,233 | 4.67 | 963 | 9.82 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 37,267 | 3.83 | 3,887 | 9.00 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 2,175 | 0.00 | 230 | 9.57 | ||||
| 2025-08-13 | 13F | Denver Wealth Management, Inc. | 150,378 | 5.79 | 15,683 | 11.05 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 32,220 | 3.96 | 3,360 | 9.16 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 62,100 | 2.82 | 6,476 | 7.95 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 29,410 | -22.48 | 3,067 | -18.60 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 36 | 4 | ||||||
| 2025-08-05 | 13F | Obermeyer Wood Investment Counsel, Lllp | 7,362 | 0.00 | 768 | 4.92 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 197,988 | 2.73 | 20,648 | 7.85 | ||||
| 2025-08-01 | 13F | Chilton Capital Management Llc | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Financial Partners Group, Inc | 5,517 | 49.67 | 575 | 57.10 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 10,371 | -0.66 | 1,082 | 4.24 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 48,893 | -1.13 | 5 | 25.00 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 55,418 | -1.91 | 5,780 | 2.98 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 25 | 3 | ||||||
| 2025-08-12 | 13F | Absolute Capital Management, LLC | 40,154 | 43.04 | 4,188 | 50.18 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 297 | 0.00 | 31 | 3.45 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 284,246 | 23.75 | 29,644 | 29.91 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 9 | 0.00 | 1 | |||||
| 2025-07-15 | 13F | RVW Wealth, LLC | 44,592 | -2.14 | 4,650 | 2.74 | ||||
| 2025-08-06 | 13F | Aspect Partners, LLC | 2,652 | 0.00 | 277 | 4.94 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 39,644 | 212.45 | 4,134 | 228.10 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Hrt Financial Lp | 5,469 | 1 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 4,800,717 | 16.75 | 500,667 | 22.57 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-05-13 | 13F | Brooklyn FI, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 7,388 | -2.04 | 770 | 2.94 | ||||
| 2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 8,535 | 0.00 | 890 | 5.08 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 2,665 | 57.69 | 278 | 65.87 | ||||
| 2025-07-28 | 13F | Holistic Planning, LLC | 13,364 | 6.22 | 1,394 | 11.53 | ||||
| 2025-08-15 | 13F | Asset Allocation Strategies LLC | 65,249 | 6,805 | ||||||
| 2025-04-29 | 13F | Raleigh Capital Management Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 2,011,138 | 0.94 | 209,742 | 5.97 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 73,646 | -6.86 | 7,681 | -2.22 | ||||
| 2025-07-29 | 13F | Activest Wealth Management | 0 | 0 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 311,325 | 52.51 | 32,468 | 60.11 | ||||
| 2025-08-06 | 13F | Mark Sheptoff Financial Planning, Llc | 341 | 40.91 | 36 | 45.83 | ||||
| 2025-08-11 | 13F | CBIZ Investment Advisory Services, LLC | 115 | 0.00 | 12 | 9.09 | ||||
| 2025-07-29 | 13F | Kelman-Lazarov, Inc. | 33,123 | -1.60 | 3,454 | 3.32 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 2,887 | 0.07 | 0 | |||||
| 2025-08-05 | 13F | Key FInancial Inc | 5,232 | 546 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 1,244,310 | 50.33 | 129,793 | 57.82 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 9,269 | 10.15 | 967 | 15.69 | ||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 60,123 | 42.60 | 6,270 | 49.71 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 3,684,169 | -12.58 | 383,456 | -8.44 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 210 | -79.21 | 22 | -79.00 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 98,095 | 64.23 | 10,230 | 72.43 | ||||
| 2025-07-22 | 13F | Hickory Asset Management, Inc. | 2,349 | 245 | ||||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 9,200 | 959 | ||||||
| 2025-08-04 | 13F | Pinnacle Associates Ltd | 2,380 | 0.00 | 248 | 5.08 | ||||
| 2025-04-23 | 13F | Valmark Advisers, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Fmr Llc | 12,045 | 18.42 | 1,256 | 24.36 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 435,146 | 17.82 | 45,381 | 23.69 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 5,233 | -6.35 | 546 | -1.80 | ||||
| 2025-07-23 | 13F | Tcfg Wealth Management, Llc | 21,201 | 244.84 | 2,211 | 262.46 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 22,733 | 38.79 | 2,371 | 45.67 | ||||
| 2025-07-10 | 13F | Kozak & Associates, Inc. | 578,420 | 1.53 | 60,751 | 11.67 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 2,225 | 233 | ||||||
| 2025-08-05 | 13F | Huntington National Bank | 199 | 4.76 | ||||||
| 2025-08-13 | 13F | Invesco Ltd. | 8,176,399 | 4.22 | 852,717 | 9.41 | ||||
| 2025-04-30 | 13F | Harbour Investment Management Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Pennington Partners & Co., Llc | 4,678 | 0.11 | 488 | 4.96 | ||||
| 2025-08-25 | 13F | Hilltop Partners LLC | 2,724 | 0.00 | 284 | 5.19 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 3,990 | -45.76 | 416 | -43.01 | ||||
| 2025-07-30 | 13F | Klingman & Associates, LLC | 284,786 | 0.15 | 29,700 | 5.14 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 521 | -9.71 | 54 | -5.26 | ||||
| 2025-07-09 | 13F | Fermata Advisors, LLC | 11,734 | -87.46 | 1,224 | -86.84 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 125,440 | -9.62 | 13,082 | -5.11 | ||||
| 2025-07-15 | 13F | Cora Capital Advisors Llc | 4,522 | -51.84 | 472 | -49.46 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 21,290 | -1.79 | 2,220 | 3.11 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 500 | 0.00 | 52 | 6.12 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 50,963 | 8.72 | 5,315 | 14.13 | ||||
| 2025-07-22 | 13F | Marks Group Wealth Management, Inc | 2,520 | 0.00 | 263 | 4.80 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 76,587 | -0.35 | 7,987 | 4.62 | ||||
| 2025-08-13 | 13F | Legacy Capital Wealth Partners, LLC | 75,944 | -5.51 | 7,386 | -1.18 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 515 | 0.00 | 54 | 3.92 | ||||
| 2025-08-14 | 13F | Silvercrest Asset Management Group Llc | 3,047 | 0.00 | 318 | 4.97 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 150 | 0.00 | 16 | 7.14 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 72 | 1.41 | 7 | 0.00 | ||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 4,446 | -0.85 | 464 | 4.04 |
Other Listings
| MX:RWL |
