Grundlæggende statistik
Institutionelle ejere | 271 total, 271 long only, 0 short only, 0 long/short - change of 6,58% MRQ |
Gennemsnitlig porteføljeallokering | 0.3750 % - change of 16,18% MRQ |
Institutionelle aktier (lange) | 46.115.490 (ex 13D/G) - change of 0,38MM shares 5,22% MRQ |
Institutionel værdi (lang) | $ 4.670.705 USD ($1000) |
Institutionelt ejerskab og aktionærer
Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF (MX:RWL) har 271 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 46,115,490 aktier. Største aktionærer omfatter 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. .
Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF (BMV:RWL) institutionel ejerskabsstruktur viser aktuelle positioner i virksomheden efter institutioner og fonde, samt seneste ændringer i positionsstørrelse. Større aktionærer kan omfatte individuelle investorer, investeringsforeninger, hedgefonde eller institutioner. Skema 13D angiver, at investoren besidder (eller besidder) mere end 5 % af virksomheden og har til hensigt (eller har til hensigt at) aktivt at forfølge en ændring i forretningsstrategi. Skema 13G indikerer en passiv investering på over 5%.
Fondens stemningsscore
Fund Sentiment Score (fka Ownership Accumulation Score) finder de aktier, der bliver mest købt af fonde. Det er resultatet af en sofistikeret, multi-faktor kvantitativ model, der identificerer virksomheder med de højeste niveauer af institutionel akkumulering. Scoringsmodellen bruger en kombination af den samlede stigning i oplyste ejere, ændringerne i porteføljeallokeringer i disse ejere og andre målinger. Tallet går fra 0 til 100, hvor højere tal indikerer et højere niveau af akkumulering for sine jævnaldrende, og 50 er gennemsnittet.
Opdateringsfrekvens: Dagligt
Se Ownership Explorer, som giver en liste over højest rangerende virksomheder.
13F og NPORT arkivering
Detaljer om 13F-arkivering er gratis. Detaljer om NP-ansøgninger kræver et premium-medlemskab. Grønne rækker angiver nye positioner. Røde rækker angiver lukkede positioner. Klik på linket ikon for at se den fulde transaktionshistorik.
Opgrader
for at låse premium-data op og eksportere til Excel
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Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
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
US:RWL | 109,67 $ |