Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Capital Group Core Equity ETF meliputi Beacon Pointe Advisors, LLC, Virtu Financial LLC, Apollon Wealth Management, LLC, Ergawealth Advisors, Inc., Evergreen Wealth Solutions, LLC, M Holdings Securities, Inc., Jacobi Capital Management LLC, Security Financial Services, INC., Summit Wealth Group Llc / Co, Tribridge Partners Financial LLC, Capital Investment Advisory Services, LLC, MSH Capital Advisors LLC, Lantern Wealth Advisors, LLC, Herold Advisors, Inc., RiverFront Investment Group, LLC, Wellington Capital Management, Inc., NavPoint Financial, Inc., Nelson, Van Denburg & Campbell Wealth Management Group, LLC, West Michigan Advisors, Llc, dan Leigh Baldwin & Co., 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-22 | 13F | Merit Financial Group, LLC | 122,226 | 16.87 | 4,514 | 29.20 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 42,666 | 55.62 | 1,576 | 72.13 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 159,403 | 2.44 | 5,887 | 13.26 | ||||
| 2025-08-12 | 13F | Rather & Kittrell, Inc. | 10,064 | 0.80 | 372 | 11.41 | ||||
| 2025-08-14 | 13F | UBS Group AG | 1,447,626 | 61.67 | 53,461 | 78.75 | ||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 750,208 | 7.23 | 27,705 | 18.56 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 9,633 | 26.68 | 356 | 40.32 | ||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 34,249 | 0.76 | 1,265 | 11.37 | ||||
| 2025-07-23 | 13F | Cannon Wealth Management Services, LLC | 222,851 | 6.36 | 8,230 | 17.81 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 70,874 | 0.92 | 2,617 | 11.60 | ||||
| 2025-07-22 | 13F | Woodmont Investment Counsel Llc | 103,409 | 12.72 | 3,819 | 24.61 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 264,366 | 12.73 | 9,763 | 24.66 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 1,199,797 | 4.19 | 44,309 | 15.21 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 51,326 | 12.55 | 1,895 | 24.43 | ||||
| 2025-07-29 | 13F | Balboa Wealth Partners | 8,795 | 325 | ||||||
| 2025-08-07 | 13F | Cvfg Llc | 15,170 | 11.14 | 560 | 23.08 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 3,137,696 | 6.52 | 115,875 | 17.78 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 267,142 | 21.87 | 9,866 | 28.70 | ||||
| 2025-08-12 | 13F | Lodestone Wealth Management LLC | 60,558 | 0.32 | 2,236 | 10.91 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 116,048 | 4,286 | ||||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 185,471 | 8.14 | 6,849 | 19.57 | ||||
| 2025-08-13 | 13F | Capital Group Private Client Services, Inc. | 4,412,415 | 2.88 | 162,951 | 13.75 | ||||
| 2025-07-31 | 13F | Hanlon Investment Management, Inc. | 15,678 | 1.79 | 579 | 12.45 | ||||
| 2025-08-18 | 13F | Tyler-Stone Wealth Management | 16,282 | 15.42 | 601 | 27.60 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 580,783 | 3.77 | 21 | 16.67 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 21,458 | 3.79 | 792 | 14.78 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 456,595 | 21.38 | 16,888 | 34.67 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 380,451 | 10.51 | 14,050 | 22.18 | ||||
| 2025-07-16 | 13F | Kerntke Otto McGlone Wealth Management Group | 19,620 | 21.48 | 725 | 34.32 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 15,933 | 67.10 | 588 | 84.91 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 12,343 | 0.64 | 457 | 11.46 | ||||
| 2025-08-12 | 13F/A | Cozad Asset Management Inc | 33,013 | 16.41 | 1,219 | 28.72 | ||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 12,337 | 0.24 | 456 | 11.25 | ||||
| 2025-08-15 | 13F | High Falls Advisors, Inc | 15,876 | 5.65 | 586 | 16.97 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 253,557 | 28.59 | 9,364 | 42.19 | ||||
| 2025-08-11 | 13F | Forge Financial Services LLC | 389,756 | 7.57 | 14,589 | 20.55 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 194,938 | 24.09 | 7,199 | 37.23 | ||||
| 2025-07-21 | 13F | Investment Planning Advisors, Inc. | 788,011 | 20.79 | 29,101 | 33.56 | ||||
| 2025-08-08 | 13F | CWS Financial Advisors, LLC | 40,581 | 6.66 | 1,499 | 17.95 | ||||
| 2025-08-04 | 13F | Bridgewealth Advisory Group, LLC | 267,169 | 44.00 | 9,867 | 59.23 | ||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 10,729 | 2.43 | 396 | 13.47 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 470,078 | 27.42 | 17,360 | 40.89 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 28,329 | 9.33 | 1,046 | 20.92 | ||||
| 2025-07-31 | 13F | 180 Wealth Advisors, Llc | 31,269 | 1.29 | 1,155 | 11.93 | ||||
| 2025-08-06 | NP | LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Funds Vanguard Active Passive Growth Fund Standard Class | 1,790 | 66 | ||||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 13,415 | 1.92 | 495 | 12.76 | ||||
| 2025-07-16 | 13F | Midwest Heritage Bank, FSB | 978,124 | 3.03 | 36,122 | 13.92 | ||||
| 2025-07-28 | 13F | Holistic Planning, LLC | 15,691 | 45.95 | 579 | 61.28 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 240,929 | 3.34 | 8,425 | 8.19 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 118,786 | 6.79 | 4,387 | 18.06 | ||||
| 2025-07-29 | 13F | Latitude Advisors, LLC | 48,669 | 2.89 | 1,797 | 13.81 | ||||
| 2025-08-19 | 13F | Cim, Llc | 11,182 | 57.54 | 413 | 73.84 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 15,579 | 3.60 | 575 | 14.54 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 647,391 | 8.65 | 23,908 | 20.13 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-12 | 13F | Marshall & Sterling Wealth Advisors Inc. | 2,099 | 19.46 | 78 | 32.76 | ||||
| 2025-07-17 | 13F | Investment Advisory Services Inc /tx /adv | 57,850 | 14.38 | 2,136 | 26.47 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 37,230 | 7.37 | 1,375 | 17.04 | ||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 12,396 | 458 | ||||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 1,154,988 | 8.29 | 42,654 | 19.74 | ||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 294,083 | 0.36 | 10,860 | 10.96 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 17,216 | 33.51 | 636 | 47.67 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 52,568 | 23.63 | 1,941 | 36.69 | ||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 121,874 | 11.30 | 4 | 33.33 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 48,184 | 21.05 | 1,779 | 33.86 | ||||
| 2025-08-14 | 13F | Challenger Wealth Management | 272,601 | 7.81 | 10,067 | 19.21 | ||||
| 2025-08-08 | 13F | Security Financial Services, INC. | 12,409 | 458 | ||||||
| 2025-07-24 | 13F | MSH Capital Advisors LLC | 10,185 | 376 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 4,826,699 | 25.59 | 178,250 | 38.86 | ||||
| 2025-07-30 | 13F | Smith Thornton Advisors LLC | 18,388 | 0.01 | 679 | 10.59 | ||||
| 2025-07-11 | 13F | First PREMIER Bank | 2,234 | 0 | ||||||
| 2025-08-07 | 13F | Allworth Financial LP | 26,870 | 2.19 | 992 | 16.16 | ||||
| 2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 692 | 5.49 | 26 | 19.05 | ||||
| 2025-07-09 | 13F | Pines Wealth Management, LLC | 64,850 | 7.64 | 2,429 | 34.72 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 548,695 | 23.63 | 20 | 42.86 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 1,828,484 | 6.90 | 67,526 | 18.20 | ||||
| 2025-07-11 | 13F | Lincoln Capital LLC | 26,742 | 7.68 | 988 | 27.03 | ||||
| 2025-07-25 | 13F | Bill Few Associates, Inc. | 24,482 | 18.67 | 904 | 31.20 | ||||
| 2025-08-14 | 13F | Sei Investments Co | 1,338,685 | 33.84 | 49,438 | 47.98 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 49,265 | 40.30 | 1,819 | 55.20 | ||||
| 2025-08-01 | 13F | Chilton Capital Management Llc | 2,332 | 149.41 | 86 | 177.42 | ||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 2,886 | 166.73 | 0 | |||||
| 2025-08-18 | 13F | Wellington Capital Management, Inc. | 7,201 | 1 | ||||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 119,540 | 11.21 | 4,415 | 22.95 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 557 | 21 | ||||||
| 2025-08-12 | 13F | Leigh Baldwin & Co., Llc | 5,503 | 203 | ||||||
| 2025-07-14 | 13F | Abound Wealth Management | 32 | 1 | ||||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 14,073 | 149.12 | 1 | |||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 2,493,713 | 10.01 | 92 | 22.67 | ||||
| 2025-05-09 | 13F | Delta Financial Group, Inc. | 17,338 | 5.93 | 1 | |||||
| 2025-08-06 | 13F | Mark Sheptoff Financial Planning, Llc | 2,329 | 0.60 | 86 | 11.69 | ||||
| 2025-08-13 | 13F | Aspire Growth Partners LLC | 127,590 | 15.88 | 4,712 | 28.33 | ||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 297 | 11 | ||||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 138,737 | 162.43 | 5,124 | 190.25 | ||||
| 2025-07-14 | 13F | Ai Financial Services Llc | 108,032 | 17.24 | 3,990 | 29.64 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 1,076 | 40 | ||||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 142,452 | 28.06 | 5,261 | 41.59 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 849,562 | 109.73 | 31,374 | 131.90 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 13,898 | 513 | ||||||
| 2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 180,809 | 5.32 | 6,677 | 16.45 | ||||
| 2025-08-13 | 13F | IAG Wealth Partners, LLC | 2,505 | 14.91 | 93 | 27.78 | ||||
| 2025-07-23 | 13F | Trueblood Wealth Management, LLC | 50,430 | 15.42 | 1,862 | 27.62 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 16,186,883 | 9.10 | 597,782 | 20.63 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 145,839 | 9.85 | 5,386 | 23.88 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 92,317 | 130.67 | 3,409 | 155.16 | ||||
| 2025-07-09 | 13F | Procyon Private Wealth Partners, LLC | 16,725 | 0.24 | 618 | 10.77 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 3,845,225 | 46.01 | 141,660 | 61.53 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 5,668,346 | 8.63 | 209,332 | 20.11 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 6,981 | 258 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 160,000 | 11.61 | 5,909 | 23.39 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 9,148 | 799.51 | 337 | 891.18 | ||||
| 2025-07-16 | 13F | Signature Resources Capital Management, LLC | 50,455 | 9.14 | 1,863 | 20.66 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 22,791 | 57.26 | 842 | 73.76 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 232,010 | 13.50 | 8,568 | 25.50 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 27,806 | 61.95 | 1,027 | 79.06 | ||||
| 2025-08-08 | 13F | Sittner & Nelson, Llc | 78,156 | 1.61 | 2,886 | 12.34 | ||||
| 2025-07-15 | 13F | tru Independence LLC | 13,068 | 1.59 | 483 | 12.35 | ||||
| 2025-07-09 | 13F | WealthCare Investment Partners, LLC | 41,906 | 0.50 | 1,570 | 22.67 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 54,362 | 36.33 | 2,008 | 43.97 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 140,501 | 1,807.17 | 5,189 | 2,008.94 | ||||
| 2025-07-23 | 13F | Tcfg Wealth Management, Llc | 27,026 | 97.24 | 998 | 118.38 | ||||
| 2025-08-07 | 13F | Winch Advisory Services, LLC | 1,188 | 0.17 | 44 | 10.26 | ||||
| 2025-08-06 | 13F | Souders Financial Advisors | 932,782 | 5.85 | 34,448 | 17.03 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 382,889 | 18.86 | 14,140 | 31.42 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 1,757,275 | 16.42 | 64,400 | 27.72 | ||||
| 2025-08-12 | 13F | Richmond Investment Services, LLC | 23,406 | 154.16 | 864 | 181.43 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 25,000 | 163.60 | 923 | 192.09 | ||||
| 2025-07-23 | 13F | Seamount Financial Group Inc | 85,417 | 11.49 | 3,154 | 23.30 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 1,115 | 197.33 | 41 | 241.67 | ||||
| 2025-07-17 | 13F | Venture Visionary Partners LLC | 27,697 | 97.88 | 1,023 | 118.84 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 283,714 | 10,478 | ||||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 18,392 | 58.39 | 679 | 75.45 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 34,302 | 59.51 | 1,267 | 76.32 | ||||
| 2025-07-24 | 13F | Reuter James Wealth Management, Llc | 21,256 | 10.75 | 785 | 22.31 | ||||
| 2025-08-12 | 13F | Virtu Financial LLC | 108,747 | 4 | ||||||
| 2025-08-13 | 13F | M Holdings Securities, Inc. | 24,292 | 1 | ||||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 26,662 | 124.54 | 985 | 148.48 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 54,239 | 2,003 | ||||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 35,996 | 0.98 | 1,329 | 11.68 | ||||
| 2025-08-14 | 13F | Acas, Llc | 5,212 | 201 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 1,174,544 | 7.28 | 43,376 | 18.62 | ||||
| 2025-07-17 | 13F | G&S Capital LLC | 99,445 | 0.91 | 3,672 | 11.58 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 264,597 | 4.74 | 9,772 | 15.81 | ||||
| 2025-07-15 | 13F | Lynch & Associates/in | 32,360 | 9.89 | 1,195 | 21.57 | ||||
| 2025-08-15 | 13F | Lantern Wealth Advisors, LLC | 9,736 | 360 | ||||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 39,152 | 35.15 | 1,446 | 49.43 | ||||
| 2025-08-04 | 13F | Clear Investment Research, Llc | 1,805 | 0.28 | 67 | 10.00 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 387,686 | 0.96 | 14,317 | 11.62 | ||||
| 2025-07-21 | 13F | Ashton Thomas Securities, Llc | 56,857 | 9.95 | 2,100 | 21.54 | ||||
| 2025-08-14 | 13F | Evergreen Wealth Solutions, LLC | 28,975 | 1,070 | ||||||
| 2025-07-17 | 13F | Tempus Wealth Planning, LLC | 55,855 | 4.59 | 2,063 | 15.65 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 18,424 | 2.24 | 1 | |||||
| 2025-07-24 | 13F | NavPoint Financial, Inc. | 5,839 | 216 | ||||||
| 2025-07-11 | 13F | LongView Wealth Management | 53,631 | 12.99 | 1,981 | 24.92 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 13,900 | 513 | ||||||
| 2025-08-13 | 13F | Cerity Partners LLC | 31,211 | 0.12 | 1,153 | 10.66 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 31,539 | 15.06 | 1,165 | 27.21 | ||||
| 2025-07-11 | 13F | Lantz Financial LLC | 43,182 | 7.65 | 1,595 | 19.04 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 35,575 | 125.34 | 1,314 | 149.15 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 109,461 | 11.10 | 4 | 33.33 | ||||
| 2025-07-31 | 13F | West Michigan Advisors, Llc | 5,560 | 205 | ||||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 402,564 | 6.79 | 14,867 | 18.08 | ||||
| 2025-07-31 | 13F | Hobart Private Capital, LLC | 14,293 | 4.66 | 528 | 15.57 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 139,386 | 19.10 | 5,148 | 31.70 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 412,211 | 0.48 | 15,223 | 11.09 | ||||
| 2025-07-09 | 13F | Beacon Financial Group | 8,979 | 0.03 | 332 | 10.70 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 9,374 | 10.59 | 346 | 22.26 | ||||
| 2025-08-07 | 13F | PFG Advisors | 109,197 | 0.51 | 4,033 | 11.14 | ||||
| 2025-08-14 | 13F | Harmony Asset Management Llc | 13,999 | 6.88 | 517 | 18.08 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 8,156 | 2.77 | 301 | 13.58 | ||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 450 | 17 | ||||||
| 2025-08-13 | 13F | Capital International Investors | 33,275 | 0.01 | 1,229 | 10.53 | ||||
| 2025-08-14 | 13F | Comerica Bank | 12,200 | 3.66 | 451 | 14.50 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 136,665 | 20.14 | 5 | 66.67 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 18,139 | 7.41 | 670 | 18.62 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 465,996 | 50.48 | 17,209 | 66.40 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 169,565 | 16.63 | 6,247 | 29.02 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 5,008,826 | 14.95 | 184,976 | 27.09 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 6,356 | 24.02 | 235 | 36.84 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 318 | 12 | ||||||
| 2025-07-25 | 13F | Transcendent Capital Group LLC | 139,941 | 1.08 | 5,168 | 11.79 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 124,932 | 26.97 | 4,647 | 50.63 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 10,327,349 | 13.62 | 381,389 | 25.63 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 93,425 | 63.57 | 3,450 | 80.91 | ||||
| 2025-07-31 | 13F | Whipplewood Advisors, LLC | 557 | 4.90 | 21 | 17.65 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 21,275 | 89.53 | 786 | 109.89 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 411,239 | 1.99 | 15,187 | 12.77 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 44,621 | 16.67 | 1,648 | 28.97 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 88,604 | 37.07 | 3,272 | 51.55 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 3,032,309 | 11.03 | 112 | 21.98 | ||||
| 2025-07-22 | 13F | Olistico Wealth, LLC | 68,256 | 0.02 | 2,521 | 10.57 | ||||
| 2025-07-16 | 13F | Independent Wealth Network Inc. | 33,719 | 4.57 | 1,245 | 15.71 | ||||
| 2025-08-14 | 13F | Herold Advisors, Inc. | 9,736 | 360 | ||||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 403,211 | 12.99 | 13,467 | 7.92 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 852,157 | 6.14 | 31,470 | 17.36 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 44,258 | 10.81 | 1,634 | 22.49 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 3,415,953 | 7.31 | 126 | 18.87 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 175,829 | 8.03 | 6 | 20.00 | ||||
| 2025-07-22 | 13F | Ergawealth Advisors, Inc. | 34,142 | 1,261 | ||||||
| 2025-07-25 | 13F | M.e. Allison & Co., Inc. | 55,598 | 3.02 | 2,053 | 13.93 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 86,113 | 40.12 | 3,180 | 54.97 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 29,374 | 51.30 | 1,085 | 67.28 | ||||
| 2025-07-23 | 13F | Armstrong, Fleming & Moore, Inc | 42,441 | 1,567 | ||||||
| 2025-07-30 | 13F/A | KPP Advisory Services LLC | 37,341 | 11.06 | 1,379 | 22.91 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 847,182 | 14.85 | 31,286 | 26.99 | ||||
| 2025-07-17 | 13F | Worth Financial Advisory Group, LLC | 11,135 | 0.25 | 411 | 11.08 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 5,690 | 210 | ||||||
| 2025-08-12 | 13F | Insigneo Advisory Services, Llc | 6,030 | 223 | ||||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 138,283 | 16.96 | 5 | 66.67 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 193,476 | 32.32 | 7,449 | 55.78 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 21,081 | 82.96 | 779 | 102.60 | ||||
| 2025-08-12 | 13F | Entruity Wealth, LLC | 314,621 | 7.21 | 11,619 | 18.54 | ||||
| 2025-08-07 | 13F | Nwam Llc | 12,975 | 11.35 | 496 | 27.25 | ||||
| 2025-07-16 | 13F | Owen LaRue, LLC | 9,484 | 23.09 | 350 | 36.19 | ||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 6,818 | 0.40 | 252 | 11.06 | ||||
| 2025-07-22 | 13F | Confluence Wealth Services, Inc. | 38,786 | 12.97 | 1,432 | 31.14 | ||||
| 2025-08-13 | 13F | Vermillion & White Wealth Management Group, LLC | 3,965 | 6.53 | 146 | 17.74 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 186,633 | 8.83 | 6,892 | 20.34 | ||||
| 2025-08-14 | 13F | Advisor OS, LLC | 22,796 | 24.98 | 842 | 38.10 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 443,816 | 2.12 | 16,390 | 12.91 | ||||
| 2025-07-18 | 13F | Vicus Capital | 14,937 | 68.17 | 552 | 86.15 | ||||
| 2025-08-06 | 13F | TKG Advisors, LLC | 15,936 | 14.24 | 589 | 26.45 | ||||
| 2025-08-13 | 13F | Keystone Financial Group | 52,778 | 16.65 | 1,950 | 29.05 | ||||
| 2025-07-24 | 13F | Endeavor Private Wealth, Inc. | 105,721 | 34.58 | 3,915 | 48.82 | ||||
| 2025-08-12 | 13F | RiverFront Investment Group, LLC | 7,487 | 276 | ||||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 19,286 | 712 | ||||||
| 2025-08-05 | 13F | Sigma Planning Corp | 23,663 | 26.67 | 874 | 40.13 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 3,865,009 | 8.81 | 142,735 | 20.31 | ||||
| 2025-08-27 | 13F | Tribridge Partners Financial LLC | 12,065 | 0 | ||||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 10,936 | 404 | ||||||
| 2025-07-16 | 13F | Octavia Wealth Advisors, LLC | 11,835 | 2.03 | 438 | 12.89 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 115,626 | 23.42 | 4,270 | 36.47 | ||||
| 2025-08-08 | 13F | Creative Planning | 25,191 | 0.43 | 930 | 11.11 |
