Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Capital Group Growth ETF meliputi Tribridge Partners Financial LLC, National Bank Of Canada /fi/, Two Sigma Investments, Lp, Ferguson Shapiro LLC, rebel Financial LLC, Coign Capital Advisors LLC, Charter Capital Management, LLC\DE, Gries Financial Llc, Fiduciary Alliance LLC, McElhenny Sheffield Capital Management, LLC, Kingstone Capital Partners Texas, LLC, Exchange Traded Concepts, Llc, Richmond Investment Services, LLC, J Hagan Capital, Inc., M Holdings Securities, Inc., Wellington Capital Management, Inc., Balboa Wealth Partners, Summit Wealth Group Llc / Co, Eqis Capital Management, Inc., dan Hicks Capital Management Llc .
Halaman ini menunjukkan perubahan dalam struktur kepemilikan dengan mencantumkan lembaga, dana, dan pemegang saham utama yang telah meningkatkan kepemilikan mereka atau membuka posisi baru pada periode pelaporan terakhir. Baris berwarna hijau menunjukkan posisi baru. Klik tautan ikon untuk melihat riwayat transaksi selengkapnya.
Tingkatkan ke versi premium untuk membuka data premium.
| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-12 | 13F | Rather & Kittrell, Inc. | 19,978 | 0.39 | 812 | 19.24 | ||||
| 2025-07-22 | 13F | Gemmer Asset Management LLC | 49,520 | 4.29 | 2,013 | 23.74 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 391,757 | 27.04 | 15,925 | 50.77 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 256,014 | 19.19 | 10,407 | 41.46 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 262,942 | 70.78 | 10,689 | 102.69 | ||||
| 2025-08-06 | NP | LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Funds Vanguard Active Passive Growth Fund Standard Class | 1,258 | 51 | ||||||
| 2025-08-13 | 13F | Certior Financial Group, Llc | 18,612 | 1.79 | 757 | 20.77 | ||||
| 2025-08-14 | 13F | Tudor Investment Corp Et Al | 10,171 | 413 | ||||||
| 2025-08-05 | 13F | Mason Investment Advisory Services, Inc. | 240,420 | 29.28 | 9,773 | 53.45 | ||||
| 2025-08-14 | 13F | UBS Group AG | 4,061,328 | 12.81 | 165,093 | 33.89 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 2,795,286 | 7.71 | 113,628 | 27.84 | ||||
| 2025-08-14 | 13F | Menora Mivtachim Holdings Ltd. | 162,380 | 54.61 | 6,601 | 83.49 | ||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 7,553 | 320 | ||||||
| 2025-07-08 | 13F | Everpar Advisors Llc | 106,172 | 24.65 | 4,316 | 47.93 | ||||
| 2025-07-22 | 13F | Wealthcare Capital Management Llc | 9,386 | 21.61 | 382 | 44.32 | ||||
| 2025-07-24 | 13F | Ridgeline Wealth Planning, LLC | 115,991 | 10.73 | 4,715 | 31.45 | ||||
| 2025-08-07 | 13F | Cvfg Llc | 7,725 | 9.50 | 314 | 30.29 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 66,449 | 29.32 | 2,701 | 53.55 | ||||
| 2025-08-18 | 13F | Tyler-Stone Wealth Management | 62,804 | 19.40 | 2,553 | 41.70 | ||||
| 2025-08-14 | 13F | Clark Capital Management Group, Inc. | 9,469 | 385 | ||||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 1,789,017 | 19.50 | 72,724 | 41.83 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 947,838 | 7.71 | 38,530 | 27.83 | ||||
| 2025-08-06 | 13F | Mascagni Wealth Management, Inc. | 15,852 | 9.38 | 644 | 29.84 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 1,782,638 | 10.11 | 72 | 30.91 | ||||
| 2025-07-22 | 13F | Woodmont Investment Counsel Llc | 31,719 | 13.57 | 1,289 | 34.83 | ||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 577,712 | 330.60 | 23,484 | 411.06 | ||||
| 2025-08-13 | 13F | Capital Group Private Client Services, Inc. | 22,261,894 | 1.99 | 904,946 | 21.05 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 176,676 | 25.87 | 7,182 | 37.65 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 8,240,751 | 5.16 | 334,987 | 24.81 | ||||
| 2025-07-10 | 13F | Financial Management Network Inc | 71,421 | 89.73 | 2,916 | 150.09 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 144,694 | 7.50 | 5,882 | 27.57 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 110,631 | 30.47 | 4,497 | 54.86 | ||||
| 2025-07-29 | 13F | Burford Brothers, Inc. | 197,303 | 6.68 | 8,020 | 26.62 | ||||
| 2025-08-11 | 13F | Wealthgarden F.s. Llc | 14,997 | 0.87 | 626 | 22.79 | ||||
| 2025-07-29 | 13F | Balboa Wealth Partners | 11,750 | 478 | ||||||
| 2025-08-12 | 13F | Lodestone Wealth Management LLC | 26,214 | 3.88 | 1,066 | 23.26 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 231,454 | 69.99 | 9 | 125.00 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 1,303,527 | 27.74 | 53,009 | 51.37 | ||||
| 2025-07-17 | 13F | KWB Wealth | 118,034 | 44.72 | 4,043 | 33.36 | ||||
| 2025-08-08 | 13F | Intrua Financial, LLC | 5,861 | 238 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 425,110 | 11.18 | 17,282 | 31.96 | ||||
| 2025-08-01 | 13F | Ferguson Shapiro LLC | 342,583 | 13,926 | ||||||
| 2025-07-14 | 13F | Gries Financial Llc | 47,334 | 1,924 | ||||||
| 2025-07-16 | 13F | Kerntke Otto McGlone Wealth Management Group | 22,383 | 32.53 | 910 | 57.27 | ||||
| 2025-08-12 | 13F | NWF Advisory Services Inc. | 96,589 | 4.00 | 3,308 | -4.17 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 18,540 | 3.02 | 754 | 22.24 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 380,279 | 7.83 | 15,458 | 27.97 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 16,216 | 24.92 | 659 | 48.42 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 26,514 | 39.13 | 1,078 | 65.18 | ||||
| 2025-08-11 | 13F | Forge Financial Services LLC | 136,255 | 6.67 | 5,567 | 27.25 | ||||
| 2025-08-14 | 13F | Clg Llc | 303,824 | 32.17 | 12,350 | 56.87 | ||||
| 2025-07-14 | 13F | Main Line Retirement Advisors, LLC | 425,787 | 8.51 | 17,308 | 28.79 | ||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 257,979 | 4.82 | 10,487 | 24.23 | ||||
| 2025-07-22 | 13F | McElhenny Sheffield Capital Management, LLC | 30,600 | 150 | ||||||
| 2025-08-04 | 13F | Spire Wealth Management | 69,139 | 1.67 | 2,810 | 20.65 | ||||
| 2025-07-15 | 13F | Charter Capital Management, LLC\DE | 152,651 | 6,205 | ||||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 54,996 | 2.49 | 2,236 | 21.67 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 1,093,942 | 1,086.15 | 44,468 | 1,308.11 | ||||
| 2025-08-15 | 13F | High Falls Advisors, Inc | 10,879 | 14.73 | 442 | 36.42 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 409,183 | 19.58 | 16,633 | 41.92 | ||||
| 2025-07-22 | 13F | Wealthcare Capital Partners, LLC | 16,521 | 119.52 | 672 | 161.09 | ||||
| 2025-08-08 | 13F | CWS Financial Advisors, LLC | 119,051 | 12.50 | 4,839 | 33.53 | ||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 7,906 | 395.05 | 321 | 494.44 | ||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 125,084 | 1.24 | 5,085 | 20.16 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 7,254 | 1.95 | 295 | 20.99 | ||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 20,528 | 55.59 | 834 | 84.92 | ||||
| 2025-08-12 | 13F/A | Cozad Asset Management Inc | 152,868 | 10.06 | 6,214 | 30.63 | ||||
| 2025-08-04 | 13F | Bridgewealth Advisory Group, LLC | 182,411 | 43.32 | 7,415 | 70.08 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 495,516 | 4.19 | 20,143 | 23.66 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 186,611 | 32.10 | 7,586 | 56.78 | ||||
| 2025-07-22 | 13F | SOL Capital Management CO | 668,065 | 1.41 | 27 | 22.73 | ||||
| 2025-07-16 | 13F | Midwest Heritage Bank, FSB | 280,082 | 18.30 | 11,385 | 40.42 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 10,234 | 37.42 | 416 | 63.14 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 5,178 | 211 | ||||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 24,691 | 12.75 | 1,004 | 33.73 | ||||
| 2025-07-08 | 13F | IAM Advisory, LLC | 345,835 | 444.01 | 14,058 | 545.75 | ||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 5,231 | 213 | ||||||
| 2025-08-12 | 13F | Titleist Asset Management, Llc | 9,590 | 0.50 | 390 | 19.33 | ||||
| 2025-07-29 | 13F | Latitude Advisors, LLC | 54,486 | 3.46 | 2,215 | 22.80 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 137,052 | 1.35 | 5,571 | 20.30 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 146,160 | 10.78 | 5,941 | 31.50 | ||||
| 2025-08-04 | 13F | Saxony Capital Management, LLC | 18,216 | 3.14 | 740 | 22.52 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 203,116 | 22.76 | 8,257 | 45.71 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 80,303 | 4.74 | 2,985 | 13.68 | ||||
| 2025-08-19 | 13F | Cim, Llc | 16,040 | 31.77 | 652 | 56.73 | ||||
| 2025-07-24 | 13F | Financial Security Advisor, Inc. | 2,116,092 | 3.27 | 86,019 | 22.57 | ||||
| 2025-07-08 | 13F | Ballew Advisors, Inc | 264,882 | 2.52 | 10,815 | 26.82 | ||||
| 2025-08-05 | 13F | Lifeworks Advisors, LLC | 27,806 | 1.46 | 1,130 | 20.47 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 415,294 | 44.47 | 16,882 | 71.47 | ||||
| 2025-08-12 | 13F | Marshall & Sterling Wealth Advisors Inc. | 2,741 | 44.80 | 111 | 73.44 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 8,464,909 | 8.83 | 344,099 | 29.17 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 22,655 | 921 | ||||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 411,088 | 1.04 | 16,711 | 19.92 | ||||
| 2025-07-17 | 13F | Investment Advisory Services Inc /tx /adv | 48,585 | 17.40 | 1,975 | 39.31 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 6,768 | 275 | ||||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 11,033 | 448 | ||||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 2,032,202 | 1.21 | 82,975 | 20.65 | ||||
| 2025-08-04 | 13F | Hicks Capital Management Llc | 10,175 | 414 | ||||||
| 2025-08-08 | 13F | Security Financial Services, INC. | 7,551 | 307 | ||||||
| 2025-08-04 | 13F | Coign Capital Advisors LLC | 228,586 | 9,292 | ||||||
| 2025-08-14 | 13F | Challenger Wealth Management | 433,728 | 11.18 | 17,631 | 31.96 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 105,545 | 12.95 | 4,290 | 34.06 | ||||
| 2025-07-15 | 13F | Colonial River Wealth Management, LLC | 245,562 | 20.15 | 10,061 | 43.73 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 1,789,782 | 21.74 | 72,755 | 44.49 | ||||
| 2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 64,168 | 26.95 | 3 | -99.88 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 114,619 | 39.99 | 4,659 | 66.16 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 545,674 | 53.74 | 22,182 | 82.47 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 313,311 | 1,942.44 | 12,736 | 2,325.90 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 1,308 | 53 | ||||||
| 2025-07-15 | 13F | Legacy Solutions, Llc | 158,030 | 2.07 | 6,424 | 21.14 | ||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 13,428 | 2.81 | 546 | 21.92 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 62,158 | 332.67 | 2,527 | 413.41 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 12,601 | 2.92 | 512 | 22.20 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 598,921 | 230.57 | 24,346 | 289.15 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 1,196,678 | 30.04 | 49 | 54.84 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 8,500 | 346 | ||||||
| 2025-08-26 | 13F | Nautilus Advisors LLC | 34,163 | 78.00 | 1,389 | 111.26 | ||||
| 2025-08-07 | 13F | 1620 Investment Advisors, Inc. | 201 | 8 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 6,196,806 | 25.21 | 251,900 | 48.60 | ||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 165,610 | 30.52 | 7 | 50.00 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 10,226 | 2.43 | 416 | 21.70 | ||||
| 2025-07-29 | 13F | Clearview Wealth Advisors LLC | 198,550 | 7.34 | 8,071 | 27.40 | ||||
| 2025-07-21 | 13F | Financial Council Asset Management Inc | 432,606 | 1.14 | 17,585 | 20.04 | ||||
| 2025-07-09 | 13F | Pines Wealth Management, LLC | 34,842 | 0.41 | 1,423 | 34.28 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 141,489 | 0.91 | 5,752 | 20.06 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 34 | 1 | ||||||
| 2025-07-25 | 13F | Bill Few Associates, Inc. | 46,520 | 56.58 | 1,891 | 85.94 | ||||
| 2025-07-16 | 13F | RWM Asset Management, LLC | 124,907 | 5.81 | 5,077 | 25.58 | ||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 14 | 1 | ||||||
| 2025-08-12 | 13F | Armor Investment Advisors, LLC | 260,313 | 0.58 | 10,582 | 19.37 | ||||
| 2025-08-25 | 13F | Silverlake Wealth Management Llc | 23,983 | 6.74 | 975 | 26.66 | ||||
| 2025-08-14 | 13F | Sei Investments Co | 1,163,011 | 19.52 | 47,277 | 41.85 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 486,500 | 19,776 | ||||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 120,977 | 3.59 | 4,918 | 22.96 | ||||
| 2025-08-18 | 13F | Wellington Capital Management, Inc. | 17,451 | 1 | ||||||
| 2025-08-12 | 13F | Leigh Baldwin & Co., Llc | 102,065 | 40.80 | 4,149 | 67.12 | ||||
| 2025-08-01 | 13F | Chilton Capital Management Llc | 3,097 | 100.32 | 126 | 140.38 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 1,074,317 | 8.55 | 43,677 | 28.84 | ||||
| 2025-07-30 | 13F | Smith Thornton Advisors LLC | 184,452 | 5.85 | 7,498 | 25.62 | ||||
| 2025-07-14 | 13F | Ai Financial Services Llc | 103,408 | 11.87 | 4,204 | 32.80 | ||||
| 2025-07-16 | 13F | Swisher Financial Concepts, Inc. | 167,711 | 15.42 | 6,817 | 37.00 | ||||
| 2025-08-13 | 13F | Luminist Capital LLC | 9 | 0 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 11,867,415 | 24.39 | 482,410 | 47.63 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 54,354 | 121.33 | 2,209 | 162.66 | ||||
| 2025-08-11 | 13F | Hopwood Financial Services, Inc. | 90,538 | 15.02 | 3,680 | 36.50 | ||||
| 2025-07-21 | 13F | Warner Financial, Inc | 36,227 | 3.53 | 1 | 0.00 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 771,867 | 19.39 | 31,376 | 41.70 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 3,237,945 | 17.83 | 132 | 39.36 | ||||
| 2025-08-12 | 13F | Summit Global Investments | 21,044 | 22.86 | 1 | |||||
| 2025-07-11 | 13F | Lincoln Capital LLC | 57,854 | 2.85 | 2,352 | 28.33 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 339,826 | 35.37 | 13,814 | 60.67 | ||||
| 2025-08-06 | 13F | Carnegie Lake Advisors LLC | 13,576 | 5.40 | 1 | |||||
| 2025-07-28 | 13F | Eq Wealth Advisors, Llc | 235,442 | 15.33 | 9,571 | 36.89 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 16,197 | 44.09 | 658 | 70.91 | ||||
| 2025-07-15 | 13F | tru Independence LLC | 161,996 | 60.64 | 6,585 | 90.70 | ||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 84 | 3 | ||||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 453,874 | 160.07 | 18,450 | 208.67 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 177 | 7 | ||||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 64,398 | 11.61 | 2,618 | 32.44 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 61,891 | 57.35 | 2,516 | 86.71 | ||||
| 2025-07-23 | 13F | Trueblood Wealth Management, LLC | 34,668 | 11.59 | 1,409 | 32.42 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 81,481 | 43.08 | 3,312 | 69.85 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 30,043,695 | 31.57 | 1,221,276 | 56.15 | ||||
| 2025-08-08 | 13F | New England Capital Financial Advisors LLC | 1,442,572 | 1.46 | 58,641 | 20.43 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 398,740 | 39.82 | 16,209 | 65.95 | ||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 48,964 | 1.36 | 1,990 | 20.31 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 304,746 | 115.11 | 12,388 | 155.30 | ||||
| 2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 845,883 | 7.96 | 34,385 | 28.13 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 9,866 | 38.24 | 397 | 60.98 | ||||
| 2025-07-10 | 13F | Worth Asset Management, LLC | 4,940 | 201 | ||||||
| 2025-08-13 | 13F | Millstone Evans Group, LLC | 105 | 4 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-17 | 13F | Eclectic Associates Inc /adv | 657,431 | 12.72 | 26,724 | 33.79 | ||||
| 2025-07-22 | 13F | Accel Wealth Management | 52,502 | 20.99 | 2,134 | 43.61 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 36,574 | 15.12 | 1,487 | 36.58 | ||||
| 2025-07-15 | 13F | Norden Group Llc | 24,362 | 0.77 | 990 | 19.71 | ||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 300 | 12 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 4,591,124 | 38.17 | 185,715 | 62.95 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 83,453 | 9.76 | 3,392 | 30.26 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 233,197 | 10.05 | 9,479 | 28.58 | ||||
| 2025-07-16 | 13F | Signature Resources Capital Management, LLC | 65,294 | 2.34 | 2,654 | 21.46 | ||||
| 2025-07-30 | 13F | Prosperity Financial Group, Inc. | 6,525 | 4.50 | 265 | 24.41 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 12,940 | 65.71 | 526 | 97.00 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 27,851 | 11.75 | 1,132 | 32.71 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 252,436 | 204.50 | 10,262 | 261.43 | ||||
| 2025-07-17 | 13F | Venture Visionary Partners LLC | 44,083 | 143.40 | 1,792 | 188.87 | ||||
| 2025-07-11 | 13F | AA Financial Advisors, LLC | 200,152 | 1.79 | 8,136 | 20.82 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 16,826 | 89.93 | 684 | 125.41 | ||||
| 2025-08-06 | 13F | Souders Financial Advisors | 364,518 | 10.04 | 14,818 | 30.59 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 247,893 | 19.32 | 10,077 | 41.62 | ||||
| 2025-08-05 | 13F | Carson Advisory Inc. | 6,127 | 1.85 | 249 | 20.87 | ||||
| 2025-07-15 | 13F | James J. Burns & Company, LLC | 6,128 | 249 | ||||||
| 2025-07-30 | 13F | BlueChip Wealth Advisors LLC | 145,662 | 0.84 | 5,921 | 19.69 | ||||
| 2025-07-15 | 13F | Oxinas Partners Wealth Management LLC | 16,232 | 1.44 | 660 | 20.26 | ||||
| 2025-08-11 | 13F | Core Wealth Partners LLC | 6,220 | 253 | ||||||
| 2025-08-12 | 13F | Richmond Investment Services, LLC | 22,261 | 905 | ||||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 122,909 | 17.53 | 4,996 | 39.51 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 4,919,729 | 17.79 | 199,833 | 39.69 | ||||
| 2025-07-17 | 13F | Genesis Private Wealth, Llc | 208,799 | 2.61 | 8,488 | 21.78 | ||||
| 2025-07-23 | 13F | Seamount Financial Group Inc | 53,230 | 33.10 | 2,164 | 58.00 | ||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 18,654 | 8.87 | 758 | 29.35 | ||||
| 2025-07-23 | 13F | Tcfg Wealth Management, Llc | 9,940 | 404 | ||||||
| 2025-07-28 | 13F | JGP Wealth Management, LLC | 5,540 | 225 | ||||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 1,317 | 218.12 | 54 | 278.57 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 82,298 | 421.67 | 3,345 | 519.44 | ||||
| 2025-07-15 | 13F | Hartmann Taylor Wealth Management, LLC | 324,452 | 15.21 | 13,189 | 36.73 | ||||
| 2025-08-13 | 13F | Haverford Trust Co | 671,563 | 2.41 | 27,299 | 21.56 | ||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 10,264 | 417 | ||||||
| 2025-08-06 | 13F | Convergence Financial, LLC | 61,792 | 1.20 | 2,512 | 20.09 | ||||
| 2025-07-11 | 13F | Kingstone Capital Partners Texas, LLC | 28,640 | 1 | ||||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 12,245 | 65.21 | 498 | 96.44 | ||||
| 2025-08-13 | 13F | Kuhn & Co Investment Counsel | 122,740 | 11.49 | 4,989 | 32.33 | ||||
| 2025-08-13 | 13F | M Holdings Securities, Inc. | 17,513 | 1 | ||||||
| 2025-08-12 | 13F | PKS Advisory Services, LLC | 50,355 | 20.95 | 2,047 | 43.58 | ||||
| 2025-08-13 | 13F | Banco de Sabadell, S.A | 1,162 | 0 | ||||||
| 2025-07-16 | 13F/A | CX Institutional | 1,589 | 14.40 | 0 | |||||
| 2025-08-14 | 13F | Acas, Llc | 285,443 | 4.93 | 12,100 | 26.28 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 1,622,271 | 9.32 | 65,946 | 29.75 | ||||
| 2025-07-23 | 13F | Castle Rock Wealth Management, LLC | 5,617 | 233 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 250,997 | 10,203 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 2,079,960 | 13.77 | 84,550 | 35.03 | ||||
| 2025-07-15 | 13F | Lynch & Associates/in | 31,213 | 20.51 | 1,269 | 42.95 | ||||
| 2025-04-30 | 13F | J Hagan Capital, Inc. | 18,786 | 698 | ||||||
| 2025-08-15 | 13F | Lantern Wealth Advisors, LLC | 9,394 | 382 | ||||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 138,143 | 17.91 | 5,616 | 39.96 | ||||
| 2025-07-22 | 13F | Oak Hill Wealth Advisors, Llc | 24,917 | 26.06 | 1,009 | 49.26 | ||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 81,978 | 0.14 | 3,332 | 18.87 | ||||
| 2025-07-21 | 13F | Triad Wealth Partners, LLC | 6,831 | 278 | ||||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 14 | 1 | ||||||
| 2025-08-12 | 13F | Barnes Pettey Financial Advisors, Llc | 756,831 | 3.93 | 30,765 | 23.36 | ||||
| 2025-07-10 | 13F | Professional Financial Advisors, LLC | 31,051 | 0.88 | 1,262 | 19.73 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 1,209,719 | 16.75 | 49,175 | 38.57 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 72,775 | 0.36 | 2,958 | 19.13 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 25,103 | 15.19 | 1 | |||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 9,161 | 131.34 | 372 | 175.56 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 131,228 | 49.02 | 5,334 | 76.92 | ||||
| 2025-07-17 | 13F | Johnson Bixby & Associates, LLC | 1,324,486 | 1.83 | 53,840 | 20.86 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 65,500 | 2,663 | ||||||
| 2025-07-24 | 13F | Reuter James Wealth Management, Llc | 18,634 | 15.86 | 757 | 37.64 | ||||
| 2025-07-30 | 13F | IMG Wealth Management, Inc. | 112,047 | 9.78 | 4,555 | 30.30 | ||||
| 2025-08-04 | 13F | WNY Asset Management, LLC | 2,070,237 | 1.22 | 84,155 | 20.13 | ||||
| 2025-08-07 | 13F | PFG Advisors | 413,340 | 13.01 | 16,802 | 34.14 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 66,761 | 176.67 | 2,715 | 228.57 | ||||
| 2025-08-13 | 13F | RIA Advisory Group LLC | 14,333 | 4.01 | 583 | 23.57 | ||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 380,100 | 15,451 | ||||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 513,604 | 2.57 | 20,878 | 21.74 | ||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 107,956 | 28.31 | 4,388 | 52.31 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 99,094 | 79.69 | 4,028 | 113.35 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 1,151 | 13.62 | 47 | 35.29 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 331,794 | 27.42 | 13,487 | 51.23 | ||||
| 2025-07-11 | 13F | Lantz Financial LLC | 95,277 | 2.54 | 3,873 | 21.68 | ||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 34,793 | 0.68 | 1,414 | 19.53 | ||||
| 2025-08-14 | 13F | Harmony Asset Management Llc | 19,015 | 4.24 | 773 | 23.72 | ||||
| 2025-07-17 | 13F | Nicholson Meyer Capital Management, Inc. | 97,670 | 188.63 | 3,970 | 242.83 | ||||
| 2025-07-11 | 13F | Trinity Wealth Management, LLC | 39,035 | 121.31 | 1,587 | 162.58 | ||||
| 2025-08-12 | 13F | Investments & Financial Planning, LLC | 263,134 | 5.75 | 10,696 | 25.53 | ||||
| 2025-08-13 | 13F | Strategic Family Wealth Counselors, L.L.C. | 275,852 | 0.30 | 11,213 | 19.03 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 506,074 | 6.83 | 20,572 | 26.79 | ||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 9,964 | 405 | ||||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 17,145 | 36.07 | 697 | 61.48 | ||||
| 2025-08-08 | 13F | Sittner & Nelson, Llc | 26,907 | 19.90 | 1,094 | 42.32 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 375,397 | 19.42 | 15,260 | 41.73 | ||||
| 2025-07-09 | 13F | Beacon Financial Group | 247,108 | 28.18 | 10,045 | 52.11 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 6,897 | 1.86 | 280 | 21.21 | ||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 30,135 | 14.14 | 1,225 | 35.40 | ||||
| 2025-07-16 | 13F | Crown Wealth Group, LLC | 5,658 | 230 | ||||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 168,372 | 35.46 | 7 | 50.00 | ||||
| 2025-08-14 | 13F | Keystone Financial Services, LLC | 16,056 | 12.06 | 653 | 33.06 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 277,003 | 27.99 | 11,559 | 55.95 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 181,105 | 12.06 | 7,326 | 32.15 | ||||
| 2025-07-08 | 13F | Adamsbrown Wealth Consultants Llc | 1,029,371 | 12.21 | 41,844 | 33.17 | ||||
| 2025-07-09 | 13F | Sapient Capital Llc | 5,125 | 208 | ||||||
| 2025-07-25 | 13F | Transcendent Capital Group LLC | 73,063 | 3.50 | 2,970 | 22.88 | ||||
| 2025-07-23 | 13F | Steel Peak Wealth Management LLC | 23,907 | 3.60 | 972 | 22.91 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 19,818 | 10.19 | 806 | 30.68 | ||||
| 2025-07-16 | 13F | Owen LaRue, LLC | 62,686 | 61.53 | 2,548 | 91.72 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 30,323 | 4.66 | 1,233 | 24.19 | ||||
| 2025-08-14 | 13F | Comerica Bank | 40,779 | 29.43 | 1,658 | 53.57 | ||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 1,266 | 51 | ||||||
| 2025-08-06 | 13F | New Millennium Group LLC | 0 | 0 | ||||||
| 2025-07-22 | 13F | Olistico Wealth, LLC | 131,219 | 14.61 | 5,334 | 36.04 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 5,966 | 0 | ||||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 164,724 | 18.02 | 6,696 | 40.08 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 11,478,224 | 0.64 | 466,590 | 19.44 | ||||
| 2025-08-13 | 13F | Keystone Financial Group | 25,189 | 45.87 | 1,024 | 73.10 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 78,865 | 124.32 | 3,206 | 166.20 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 126,676 | 34.84 | 5,149 | 60.06 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 155,285 | 41.74 | 6,312 | 68.23 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 17,354 | 12.94 | 705 | 34.03 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 840,284 | 3.44 | 34,158 | 13.13 | ||||
| 2025-05-15 | 13F | National Wealth Management Group, LLC | 21,811 | 10.95 | 747 | 2.33 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 3,262,607 | 16.49 | 133 | 38.95 | ||||
| 2025-07-09 | 13F | Fiduciary Alliance LLC | 39,432 | 1,603 | ||||||
| 2025-08-14 | 13F | Operose Advisors LLC | 3,100 | 126 | ||||||
| 2025-07-09 | 13F | Fermata Advisors, LLC | 42,475 | 5.57 | 1,727 | 25.25 | ||||
| 2025-08-01 | 13F | Signature Wealth Management Group | 16,339 | 2.30 | 664 | 21.39 | ||||
| 2025-08-14 | 13F | Betterment LLC | 10,640 | 20.06 | 0 | |||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 25,098 | 0.63 | 1,020 | 19.44 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 109,556 | 25.77 | 3,752 | 15.91 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 4,450,735 | 21.16 | 180,923 | 43.80 | ||||
| 2025-07-30 | 13F | Bleakley Financial Group, LLC | 145,947 | 1.37 | 5,933 | 20.32 | ||||
| 2025-07-31 | 13F | Richards, Merrill & Peterson, Inc. | 41,810 | 8.46 | 1,700 | 28.71 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 12,435,851 | 6.49 | 506 | 26.57 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 188,912 | 24.94 | 7,679 | 48.30 | ||||
| 2025-08-14 | 13F | Herold Advisors, Inc. | 9,033 | 367 | ||||||
| 2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 439,321 | 70.77 | 17,858 | 102.68 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 57,645 | 2.56 | 2 | 100.00 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 66 | 0 | ||||||
| 2025-07-09 | 13F | Fjell Capital, LLC | 63,697 | 2.90 | 2,589 | 22.12 | ||||
| 2025-07-22 | 13F | Confluence Wealth Services, Inc. | 950,466 | 3.87 | 38,636 | 26.75 | ||||
| 2025-07-24 | 13F | Blue Zone Wealth Advisors, LLC | 10,038 | 13.13 | 408 | 34.65 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 65,101 | 2,646 | ||||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 229,590 | 4.52 | 9,333 | 24.05 | ||||
| 2025-07-25 | 13F | M.e. Allison & Co., Inc. | 133,793 | 33.98 | 5,439 | 59.01 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 232,410 | 39.84 | 9,692 | 68.04 | ||||
| 2025-07-22 | 13F | Ergawealth Advisors, Inc. | 635,729 | 4.44 | 25,842 | 23.96 | ||||
| 2025-07-16 | 13F | Magnus Financial Group LLC | 113,674 | 12.18 | 4,621 | 33.14 | ||||
| 2025-08-12 | 13F | Entruity Wealth, LLC | 100,524 | 10.86 | 4,086 | 31.59 | ||||
| 2025-08-14 | 13F | Obsidian Personal Planning Solutions LLC | 226,782 | 2.80 | 9,219 | 19.93 | ||||
| 2025-07-22 | 13F/A | Duncan Williams Asset Management, LLC | 6,496 | 3.75 | 264 | 23.36 | ||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 135,281 | 68.88 | 5 | 150.00 | ||||
| 2025-07-28 | 13F | Holistic Planning, LLC | 25,154 | 3.52 | 1,023 | 22.84 | ||||
| 2025-08-07 | 13F | Nwam Llc | 20,963 | 3.01 | 873 | 25.29 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 747,006 | 52.90 | 30,366 | 81.47 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 79,791 | 29.77 | 3,244 | 54.06 | ||||
| 2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 8,960 | 364 | ||||||
| 2025-07-24 | 13F | rebel Financial LLC | 241,232 | 9,806 | ||||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 20,941 | 5.56 | 851 | 25.33 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 30,860 | 80.80 | 1,254 | 114.73 | ||||
| 2025-08-13 | 13F | Vermillion & White Wealth Management Group, LLC | 4,093 | 4.39 | 166 | 23.88 | ||||
| 2025-08-13 | 13F | Fi3 FINANCIAL ADVISORS, LLC | 6,338 | 258 | ||||||
| 2025-07-01 | 13F | Kera Capital Partners, Inc. | 179,443 | 28.56 | 7,294 | 52.59 | ||||
| 2025-07-18 | 13F | Vicus Capital | 13,652 | 555 | ||||||
| 2025-07-15 | 13F | Cora Capital Advisors Llc | 9,932 | 52.47 | 404 | 80.72 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 6,000 | 84.62 | 244 | 118.92 | ||||
| 2025-08-27 | 13F | Cypress Capital Advisors, LLC | 147,851 | 19.85 | 6,010 | 42.25 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 147,489 | 14.93 | 5,995 | 36.41 | ||||
| 2025-07-24 | 13F | Endeavor Private Wealth, Inc. | 56,111 | 33.87 | 2,281 | 58.89 | ||||
| 2025-08-12 | 13F | RiverFront Investment Group, LLC | 15,009 | 38.08 | 610 | 63.98 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 583,425 | 37.66 | 23,716 | 63.39 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 5,470 | 222 | ||||||
| 2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 128,090 | 2.46 | 5,207 | 12.05 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 107,562 | 78.56 | 4,372 | 111.92 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 3,877 | 62.35 | 158 | 93.83 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 10,446,012 | 28.98 | 424,630 | 53.08 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 10,407,693 | 14.69 | 423,073 | 36.12 | ||||
| 2025-07-16 | 13F | Octavia Wealth Advisors, LLC | 16,184 | 0.41 | 658 | 19.02 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 807 | 33 | ||||||
| 2025-07-23 | 13F | Armstrong, Fleming & Moore, Inc | 50,413 | 2,049 | ||||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 1,905 | 77 | ||||||
| 2025-08-08 | 13F | Creative Planning | 27,418 | 9.74 | 1,115 | 30.29 | ||||
| 2025-08-27 | 13F | Tribridge Partners Financial LLC | 513,617 | 21 | ||||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 15,765 | 11.57 | 641 | 32.51 | ||||
| 2025-07-14 | 13F | BetterWealth, LLC | 201,118 | 7.62 | 8,175 | 27.73 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 16,246 | 62.92 | 660 | 93.55 |
