BSCT - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2029 Corporate Bond ETF Aktie - Aktiekurs, institutionelt ejerskab, aktionærer (NasdaqGM)

Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2029 Corporate Bond ETF
US ˙ NasdaqGM ˙ US46138J5772

Grundlæggende statistik
Institutionelle ejere 275 total, 275 long only, 0 short only, 0 long/short - change of 6,56% MRQ
Gennemsnitlig porteføljeallokering 0.4892 % - change of 13,02% MRQ
Institutionelle aktier (lange) 93.404.648 (ex 13D/G) - change of 10,37MM shares 12,49% MRQ
Institutionel værdi (lang) $ 1.651.565 USD ($1000)
Institutionelt ejerskab og aktionærer

Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2029 Corporate Bond ETF (US:BSCT) har 275 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 93,404,648 aktier. Største aktionærer omfatter Morgan Stanley, Lido Advisors, LLC, Raymond James Financial Inc, Wells Fargo & Company/mn, LPL Financial LLC, Aptus Capital Advisors, LLC, Hartland & Co., LLC, DRSK - Aptus Defined Risk ETF, Nelson, Van Denburg & Campbell Wealth Management Group, LLC, and Invesco Ltd. .

Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2029 Corporate Bond ETF (NasdaqGM:BSCT) 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%.

The share price as of September 15, 2025 is 18,94 / share. Previously, on September 16, 2024, the share price was 18,92 / share. This represents an increase of 0,11% over that period.

BSCT / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2029 Corporate Bond ETF Institutional Ownership
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.

Institutionel Put/Call-forhold

Ud over at indberette standardaktie- og gældsudstedelser skal institutter med mere end 100 mill. aktiver under forvaltning også oplyse deres put- og call-optionsbeholdninger. Da salgsoptioner generelt indikerer negativ stemning, og købsoptioner indikerer positiv stemning, kan vi få en fornemmelse af den overordnede institutionelle stemning ved at plotte forholdet mellem put og kald. Diagrammet til højre viser det historiske put/call-forhold for dette instrument.

Brug af Put/Call Ratio som en indikator for investorernes stemning overvinder en af de vigtigste mangler ved at bruge totalt institutionelt ejerskab, som er, at en betydelig mængde af aktiver under forvaltning investeres passivt for at spore indekser. Passivt forvaltede fonde køber typisk ikke optioner, så indikatoren for put/call-forholdet følger mere nøje følelsen af aktivt forvaltede fonde.

BSCT / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2029 Corporate Bond ETF Historical Put/Call Ratio
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 .

Fil dato Kilde Investor Type Gennemsnitlig pris
(Øst)
Aktier Δ Aktier
(%)
Rapporteret
Værdi
($1000)
Δ Værdi
(%)
Port Alloc
(%)
2025-07-14 13F CRA Financial Services, LLC 61.883 3,34 1.157 4,33
2025-07-24 13F Eastern Bank 17.049 -81,06 319 -80,94
2025-08-06 13F Prospera Financial Services Inc 141.132 5,12 2.639 6,11
2025-08-13 13F Colonial Trust Co / SC 152.255 20,43 2.847 21,56
2025-07-23 13F Opulen Financial Group LLC 133.979 3,47 2.505 4,42
2025-05-09 13F Delta Financial Group, Inc. 20.014 0
2025-07-09 13F Central Valley Advisors, Llc 505.652 6,14 9.456 7,11
2025-08-13 13F VestGen Advisors, LLC 261.888 16,76 4.918 18,33
2025-08-12 13F Proequities, Inc. 0 0
2025-03-27 NP RLGAX - RiverFront Asset Allocation Growth & Income Investor Shares 16.718 -58,27 307 -58,34
2025-08-07 13F Davis R M Inc 598.956 18,03 11.200 19,12
2025-07-28 13F Harbour Investments, Inc. 42.292 1,46 791 2,33
2025-03-17 13F Members Wealth Llc 0 -100,00 0 -100,00
2025-07-16 13F Old Port Advisors 82.021 491,78 1.534 498,83
2025-08-14 13F Integrated Wealth Concepts LLC 89.116 29,91 1.666 31,08
2025-07-31 13F Carrera Capital Advisors 466.888 8.731
2025-08-05 13F Pacific Wealth Strategies Group, Inc. 18.863 352
2025-08-12 13F RiverFront Investment Group, LLC 1.128.016 11,17 21.094 12,18
2025-08-12 13F Fca Corp /tx 40.198 752
2025-04-14 13F McCarthy & Cox 0 -100,00 0 -100,00
2025-05-08 13F Savant Capital, LLC 0 -100,00 0
2025-07-10 13F Secure Asset Management, LLC 0 -100,00 0
2025-07-25 13F Community Bank, N.A. 380 0,00 7 0,00
2025-07-29 13F Wingate Wealth Advisors, Inc. 61.842 0,82 1.156 1,76
2025-08-11 13F Aptus Capital Advisors, LLC 3.228.386 5,87 60.371 6,84
2025-08-14 13F Vista Investment Management 28.086 28,12 525 29,31
2025-08-01 13F Redmond Asset Management, LLC 19.664 24,50 368 25,68
2025-08-14 13F Wiley Bros.-aintree Capital, Llc 86.222 163,89 1.612 169,57
2025-04-23 13F Field & Main Bank 0 -100,00 0
2025-08-06 13F Aspect Partners, LLC 1.056 0,00 20 0,00
2025-07-21 13F Ameritas Advisory Services, LLC 851 16
2025-08-07 13F Kestra Private Wealth Services, Llc 69.276 47,92 1.295 49,37
2025-07-29 13F Manchester Financial Inc 2.294.041 42.899
2025-08-11 13F Cordatus Wealth Management LLC 27.449 14,81 1
2025-08-12 13F Allen Capital Group, LLC 31.456 7,92 588 8,89
2025-08-12 13F Kohmann Bosshard Financial Services, LLC 63.610 0,11 1.190 1,02
2025-09-04 13F/A Advisor Group Holdings, Inc. 947.264 6,36 17.714 7,33
2025-08-05 13F Ellevest, Inc. 122.770 1,73 2.296 2,64
2025-08-19 13F Asset Dedication, LLC 513.953 3,71 9.611 4,65
2025-08-01 13F Envestnet Asset Management Inc 1.721.701 0,54 32.196 1,46
2025-07-28 13F Tlwm 21.398 -21,20 400 -20,48
2025-07-11 13F Farther Finance Advisors, LLC 10.434 1.986,80 195 2.066,67
2025-07-22 13F Marietta Wealth Management, LLC 341.689 2,04 6.390 2,98
2025-07-23 13F Roundview Capital LLC 25.349 0,00 474 1,07
2025-07-17 13F Janney Montgomery Scott LLC 894.864 -9,51 17 -11,11
2025-08-08 13F Cetera Investment Advisers 314.164 13,65 5.875 14,68
2025-08-14 13F Warren Averett Asset Management, LLC 22.584 3,36 422 4,46
2025-08-13 13F Baird Financial Group, Inc. 804.685 6,81 15.048 7,79
2025-08-12 13F O'shaughnessy Asset Management, Llc 1.952 37
2025-08-01 13F Rossby Financial, LCC 627 0,00 12 0,00
2025-07-15 13F Accurate Wealth Management, LLC 28.234 527
2025-08-11 13F HighTower Advisors, LLC 47.464 7,43 888 8,44
2025-07-08 13F Everpar Advisors Llc 29.295 68,15 548 69,88
2025-08-15 13F Kestra Advisory Services, LLC 161.881 6,41 3.027 7,42
2025-08-08 13F Smithfield Trust Co 1.133 -6,29 0
2025-07-21 13F Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 177.772 3,34 3.324 4,30
2025-08-14 13F Ameriprise Financial Inc 352.780 40,21 6.597 41,45
2025-08-05 13F Hills Bank & Trust Co 2.143.374 2,78 40.081 3,72
2025-07-09 13F Dynamic Advisor Solutions LLC 12.431 1,18 232 2,20
2025-07-30 13F/A Old Point Trust & Financial Services N A 17.088 92,80 320 94,51
2025-07-29 13F Semitam Bonam Llc 84.803 1.586
2025-08-12 13F Jpmorgan Chase & Co 268.490 200,38 5.021 203,14
2025-07-31 13F Darden Wealth Group Inc 11.000 206
2025-08-12 13F Wayfinding Financial, LLC 0 -100,00 0
2025-07-15 13F Marquette Asset Management, LLC 4.240 0,00 79 1,28
2025-07-10 13F Strathmore Capital Advisors, Inc. 10.000 187
2025-08-14 13F Old Mission Capital Llc 0 -100,00 0
2025-07-23 13F Ironwood Financial, llc 131.354 0,00 2.434 0,00
2025-08-14 13F Comerica Bank 39.660 -20,52 742 -19,81
2025-08-13 13F Congress Wealth Management LLC / DE / 40.186 0,35 752 1,49
2025-07-31 13F Topsail Wealth Management, LLC 1.500 0,00 28 3,70
2025-08-08 13F IMA Wealth, Inc. 1.126.366 5,63 21.063 6,60
2025-08-12 13F J.w. Cole Advisors, Inc. 66.560 7,75 1.245 8,74
2025-07-16 13F Tassel Capital Management, Inc. 14.912 1,18 279 1,83
2025-08-13 13F Farnam Financial LLC 189.347 31,06 3.541 32,24
2025-08-05 13F American Institute for Advanced Investment Management, LLP 20.845 0,00 390 0,78
2025-08-14 13F LaSalle St. Investment Advisors, LLC 17.329 0,00 0
2025-07-17 13F HB Wealth Management, LLC 33.910 2,41 634 3,43
2025-07-31 13F Optimum Investment Advisors 3.300 62
2025-08-13 13F Capital Analysts, Inc. 46.029 2,50 1
2025-07-23 13F True Vision MN LLC 104.823 -4,48 1.960 -3,59
2025-07-28 13F Cypress Wealth Services, LLC 46.763 -1,65 874 -0,79
2025-08-04 13F Atria Investments Llc 177.031 3,41 3.310 4,35
2025-08-14 13F Financial Advisory Service, Inc. 5.824 1,18 109 1,89
2025-07-10 13F Redhawk Wealth Advisors, Inc. 21.629 -3,08 404 -2,18
2025-07-11 13F Matthew Goff Investment Advisor, LLC 108.267 -4,23 2.025 -3,34
2025-08-05 13F Code Waechter LLC 0 -100,00 0
2025-07-01 13F Harbor Investment Advisory, Llc 1.825 0,00 34 3,03
2025-07-18 13F SMI Advisory Services, LLC 0 -100,00 0
2025-08-14 13F CIBC World Markets Inc. 0 -100,00 0
2025-08-05 13F Summit Investment Advisory Services, LLC 23.516 440
2025-08-06 13F Atlantic Union Bankshares Corp 1.071.144 8,59 20.029 9,58
2025-07-23 13F Sax Wealth Advisors, Llc 36.162 41,63 676 42,92
2025-04-11 13F Davis Capital Management 6.649 1,78 123 3,36
2025-07-15 13F SJS Investment Consulting Inc. 3.499 0,00 65 1,56
2025-07-23 13F BankPlus Trust Department 2.550 48
2025-07-24 13F IFP Advisors, Inc 2.550 175,68 48 176,47
2025-08-06 13F SOUTH STATE Corp 62 1
2025-08-11 13F Principal Securities, Inc. 19.196 36,69 359 39,30
2025-07-17 13F Nelson, Van Denburg & Campbell Wealth Management Group, LLC 2.591.993 -0,24 48.470 0,68
2025-07-30 13F Cookson Peirce & Co Inc 535.638 0,71 10.016 1,63
2025-08-08 13F Creative Planning 57.000 -10,33 1.066 -9,52
2025-08-12 13F Heritage Trust Co 63.447 33,19 1.186 34,47
2025-08-13 13F Brown Advisory Inc 16.220 303
2025-08-18 13F Tyler-Stone Wealth Management 37.000 0,00 692 0,88
2025-07-07 13F Horizons Wealth Management 211.584 -0,05 3.957 0,87
2025-08-14 13F GWM Advisors LLC 631.184 28,91 11.803 30,10
2025-07-07 13F Vishria Bird Financial Group, LLC 447.051 -0,97 8.360 -0,07
2025-07-08 13F Nbc Securities, Inc. 697 0
2025-08-13 13F Jones Financial Companies Lllp 283.662 40,12 5.297 41,22
2025-08-08 13F Advisors Capital Management, LLC 376.773 0,41 7.046 1,32
2025-07-14 13F GAMMA Investing LLC 1.004 83,88 19 80,00
2025-08-04 13F ArborFi Advisors, LLC 74.459 1,91 1.392 2,88
2025-05-12 13F Independent Advisor Alliance 0 -100,00 0
2025-08-12 13F Ameritas Investment Partners, Inc. 333 -53,03 6 -53,85
2025-07-29 13F Stephens Inc /ar/ 143.793 1,23 2.689 2,17
2025-08-11 13F Nations Financial Group Inc, /ia/ /adv 10.850 0,11 203 1,00
2025-08-06 13F Summit Investment Advisors, Inc. 23.980 4,98 450 6,15
2025-08-04 13F AlphaStar Capital Management, LLC 117.050 9,40 2.189 10,39
2025-08-13 13F River Wealth Advisors LLC 72.423 15,54 1.354 16,62
2025-08-08 13F Foundations Investment Advisors, LLC 31.805 0,39 595 1,19
2025-08-05 13F Blue Barn Wealth, LLC 65.601 13,76 1.227 14,79
2025-08-12 13F Global Retirement Partners, LLC 668 0,00 12 0,00
2025-08-08 13F Larson Financial Group LLC 15.471 -9,25 289 -8,25
2025-07-17 13F DiNuzzo Private Wealth, Inc. 343 0,00 6 0,00
2025-07-31 13F Insight Wealth Partners, LLC 28.100 8,37 525 9,38
2025-08-26 13F/A Thrivent Financial For Lutherans 507.641 9
2025-07-17 13F Sound Income Strategies, LLC 157 -73,92 3 -81,82
2025-07-15 13F BCS Wealth Management 265.130 10,23 5 0,00
2025-07-22 13F Kickstand Ventures, Llc. 372.654 5,06 6.969 6,03
2025-08-11 13F Private Advisor Group, LLC 215.220 -19,53 4.025 -18,79
2025-07-22 13F Comprehensive Financial Consultants Institutional, Inc. 12.208 0,00 228 0,88
2025-08-08 13F Sawgrass Asset Management Llc 79.928 -5,50 1.495 -4,66
2025-07-22 13F Duncan Williams Asset Management, LLC 372.654 6.969
2025-08-07 13F Meridian Financial Partners LLC 18.915 0,00 0
2025-03-25 13F Higgins & Schmidt Wealth Strategies LLC 0 -100,00 0 -100,00
2025-08-08 13F Hartland & Co., LLC 2.979.683 2,25 55.720 3,19
2025-07-24 13F Coordinated Financial Services, Inc. 31.279 85,41 585 89,00
2025-07-29 13F Novare Capital Management Llc 185.446 6,82 3.468 7,80
2025-07-17 13F Independence Bank of Kentucky 57.260 1,69 1.071 2,59
2025-05-12 13F Aveo Capital Partners, LLC 0 -100,00 0
2025-07-08 13F Dover Advisors, Llc 11.929 -9,31 223 -8,23
2025-07-15 13F Unified Investment Management 59.620 0,25 1.115 1,18
2025-05-16 13F Coordinated Financial Services, Inc./CO 25.171 466
2025-08-01 13F Capital Investment Counsel, LLC 1.075.510 -2,23 20.112 -1,33
2025-08-15 13F Equitable Holdings, Inc. 149.695 4,59 2.799 5,54
2025-08-12 13F Laurel Wealth Advisors LLC 803.091 1.799,68 43 -94,64
2025-08-07 13F Addison Advisors LLC 251.683 6,64 4.706 7,61
2025-07-09 13F Sarver Vrooman Wealth Advisors 3.394 0,00 63 1,61
2025-08-25 13F Silverlake Wealth Management Llc 62.635 3,00 1.171 4,00
2025-08-06 13F/A Headland Capital, LLC 895.534 3,60 16.747 4,55
2025-07-08 13F Apella Capital, LLC 46.038 -1,45 858 -0,58
2025-07-14 13F AdvisorNet Financial, Inc 2.924 0,00 55 0,00
2025-07-16 13F Kathmere Capital Management, LLC 340.868 -6,02 6.374 -5,16
2025-07-25 13F Bill Few Associates, Inc. 11.600 217
2025-07-29 13F Private Trust Co Na 4.127 0,00 77 1,32
2025-08-14 13F UBS Group AG 1.948.130 10,02 36.430 11,03
2025-08-01 13F Motley Fool Wealth Management, LLC 639.859 -9,69 11.965 -8,86
2025-08-13 13F Lido Advisors, LLC 6.031.301 3,52 112.785 4,47
2025-07-31 13F Carnegie Capital Asset Management, LLC 236.260 5,20 4.418 7,21
2025-08-08 13F Flaharty Asset Management, LLC 0 -100,00 0
2025-07-11 13F Pinnacle Bancorp, Inc. 16.628 51,76 311 52,71
2025-08-08 13F Avantax Advisory Services, Inc. 114.966 -0,07 2.150 0,84
2025-07-25 13F Cwm, Llc 573.769 0,62 11 0,00
2025-07-17 13F Hengehold Capital Management Llc 15.039 28,32 281 29,49
2025-07-01 13F Legacy Wealth Management, LLC / MS 109.919 -23,60 2.055 -22,92
2025-08-01 13F Bessemer Group Inc 0 -100,00 0
2025-07-22 13F Net Worth Advisory Group 16.387 45,80 306 47,12
2025-08-11 13F Mindset Wealth Management, Llc 10.070 188
2025-08-11 13F Goodman Financial Corp 20.984 13,01 392 13,95
2025-07-14 13F Oliver Luxxe Assets LLC 116.012 5,21 2.169 6,17
2025-07-29 13F Angeles Wealth Management, Llc 2.087 39
2025-08-14 13F Royal Bank Of Canada 1.822.235 11,61 34.076 12,63
2025-08-15 13F Morgan Stanley 6.516.929 5,61 121.867 6,58
2025-07-08 13F Red Spruce Capital, LLC 187.893 -2,27 3.514 -1,38
2025-08-06 13F Commonwealth Equity Services, Llc 346.456 -3,39 6 0,00
2025-08-11 13F Aspen Investment Management Inc 149.170 3
2025-04-15 13F Chris Bulman Inc 0 -100,00 0
2025-08-07 13F Hennion & Walsh Asset Management, Inc. 20.386 56,55 381 58,09
2025-04-01 13F Cornerstone Planning, LLC 95.613 1.754
2025-07-25 13F We Are One Seven, LLC 137.713 37,25 2.575 38,52
2025-07-16 13F Kirr Marbach & Co Llc /in/ 382.662 12,95 7.156 13,99
2025-06-27 NP DRSK - Aptus Defined Risk ETF 2.926.194 9,52 54.398 10,77
2025-07-24 13F First Fiduciary Investment Counsel, Inc. 17.550 50,77 0
2025-08-14 13F Wilkins Miller Wealth Management, LLC 280.049 1,91 5.237 2,85
2025-08-11 13F Western Wealth Management, LLC 18.900 0,00 353 0,86
2025-07-17 13F/A Capital Investment Advisors, LLC 18.804 -4,15 352 -3,31
2025-08-15 13F Nikulski Financial, Inc. 10.355 194
2025-08-18 13F Geneos Wealth Management Inc. 227.701 65,65 4.258 67,14
2025-07-11 13F First PREMIER Bank 220 0,00 0
2025-07-24 13F Reuter James Wealth Management, Llc 55.425 164,07 1.036 167,01
2025-08-12 13F YANKCOM Partnership 14.784 16,56 276 17,45
2025-07-18 13F Truist Financial Corp 78.589 -29,78 1.470 -29,14
2025-08-13 13F GeoWealth Management, LLC 9.325 174
2025-05-14 13F Monterey Private Wealth, Inc. 28.171 69,03 522 71,15
2025-07-21 13F Crews Bank & Trust 14.400 11,63 269 12,55
2025-07-11 13F AA Financial Advisors, LLC 490.584 14,97 9.174 16,03
2025-07-28 13F Morris Financial Concepts, Inc. 10.605 0,00 198 1,02
2025-07-30 13F Brookstone Capital Management 1.244.446 -4,67 23.271 -3,79
2025-08-07 13F Allworth Financial LP 33.332 0,00 623 1,30
2025-08-14 13F Jane Street Group, Llc 127.190 -72,45 2.378 -72,20
2025-08-14 13F TCG Advisory Services, LLC 378.395 0,68 7.076 1,59
2025-08-05 13F Sensible Money, LLC 14.786 0,09 277 1,10
2025-07-22 13F Legacy CG, LLC 136.870 -1,74 2.559 -0,85
2025-08-14 13F Schwallier Wealth Management LLC 0 -100,00 0 -100,00
2025-08-06 13F First Horizon Advisors, Inc. 23.973 0,84 448 1,82
2025-08-14 13F Wells Fargo & Company/mn 3.646.139 10,38 68.183 11,39
2025-08-05 13F Westside Investment Management, Inc. 6.208 0,00 116 0,87
2025-07-11 13F Butensky & Cohen Financial Security, Inc 69.773 3,43 1.305 4,32
2025-08-01 13F First Command Advisory Services, Inc. 54.346 19,29 1.016 20,38
2025-07-14 13F Whitener Capital Management, Inc. 19.958 4,77 373 5,97
2025-07-10 13F Wealth Enhancement Advisory Services, Llc 175.986 3,29 3.286 4,05
2025-08-12 13F Steward Partners Investment Advisory, Llc 12.742 -7,47 238 -6,67
2025-08-01 13F Koss-Olinger Consulting, LLC 0 -100,00 0
2025-07-25 13F G2 Capital Management, Llc / Oh 83.486 1,18 1.561 2,09
2025-08-07 13F Montag A & Associates Inc 4.361 52,43 82 52,83
2025-08-13 13F RPg Family Wealth Advisory, LLC 27.500 0,00 514 0,98
2025-07-22 13F Kessler Investment Group, LLC 27.992 17,23 523 18,33
2025-08-13 13F Morton Community Bank 284.365 -0,52 5.318 0,38
2025-08-14 13F First International Bank of Israel Ltd. 540.000 10.098
2025-08-12 13F Hanover Advisors Inc 46.305 6,84 866 7,72
2025-08-01 13F Redwood Park Advisors LLC 0 -100,00 0
2025-08-07 13F SFE Investment Counsel 265.220 26,40 4.960 27,58
2025-07-31 13F Vaughan David Investments Inc/il 407.698 2,52 8 0,00
2025-07-25 13F Hobbs Group Advisors, LLC 46.239 -15,33 865 -14,62
2025-08-04 13F Arkadios Wealth Advisors 34.773 -1,26 650 -0,31
2025-08-11 13F Parr Mcknight Wealth Management Group, Llc 216.348 16,87 4.046 17,93
2025-07-29 13F Sigma Investment Counselors Inc 16.573 0,00 310 0,65
2025-07-08 13F S.E.E.D. Planning Group LLC 181.617 2,41 3.396 3,35
2025-07-31 13F Cambridge Investment Research Advisors, Inc. 138.810 35,77 3 100,00
2025-08-14 13F Benjamin Edwards Inc 11.507 -0,11 215 0,94
2025-07-24 13F Vantage Point Financial LLC 41.207 1,46 771 2,39
2025-08-15 13F Captrust Financial Advisors 144.224 19,93 2.697 21,01
2025-07-31 13F United Community Bank 5.500 0,00 103 0,99
2025-08-14 13F Quartz Partners, LLC 28.878 -5,36 540 -4,42
2025-07-22 13F 4Thought Financial Group Inc. 39.228 2,60 734 3,53
2025-08-05 13F Key FInancial Inc 51.013 10,30 954 11,33
2025-08-01 13F GPM Growth Investors, Inc. 542.430 5,24 10.143 6,21
2025-08-14 13F EP Wealth Advisors, Inc. 42.754 0,00 800 0,88
2025-08-14 13F Colony Group, LLC 606.794 6,26 11.347 7,24
2025-07-29 13F Stratos Wealth Partners, LTD. 23.401 -0,81 438 0,00
2025-08-14 13F Hrt Financial Lp 11.259 -73,55 0
2025-07-15 13F RVW Wealth, LLC 11.896 0,31 222 1,37
2025-08-11 13F United Capital Financial Advisers, Llc 10.875 203
2025-08-13 13F Flow Traders U.s. Llc 0 -100,00 0
2025-07-22 13F DAVENPORT & Co LLC 14.143 -0,17 264 0,76
2025-05-02 13F Cullen/frost Bankers, Inc. 0 -100,00 0
2025-08-14 13F Mariner, LLC 24.364 6,21 456 7,06
2025-08-19 13F Anchor Investment Management, LLC 7.515 96,99 141 100,00
2025-04-04 13F Legacy Private Trust Co. 0 -100,00 0
2025-08-13 13F Northwestern Mutual Wealth Management Co 66.230 91,15 1.238 92,83
2025-07-21 13F Segment Wealth Management, LLC 52.850 -0,51 988 0,41
2025-07-23 13F Evexia Wealth Llc 143.785 12,20 2.689 13,51
2025-08-13 13F Colonial Trust Advisors 265.049 8,81 4.956 9,82
2025-07-14 13F Infinity Wealth Counsel, LLC 185.804 2,21 3.475 3,15
2025-07-29 13F Straight Path Wealth Management 165.292 24,25 3.091 25,35
2025-08-01 13F Clark Asset Management, LLC 679.021 18,65 12.698 19,74
2025-08-08 13F ProVise Management Group, LLC 213.244 9,10 3.988 10,11
2025-08-14 13F Bank Of America Corp /de/ 2.012.754 3,73 37.639 4,68
2025-08-14 13F Atomi Financial Group, Inc. 11.486 215
2025-08-05 13F Sigma Planning Corp 73.014 9,08 1.365 10,08
2025-08-06 13F Souders Financial Advisors 203.734 5,50 3.810 6,46
2025-07-29 13F Carmel Capital Partners, LLC 316.595 7,88 5.920 8,88
2025-08-14 13F Stifel Financial Corp 1.243.788 3,93 23.259 4,88
2025-07-22 13F Berkshire Money Management, Inc. 2.726 51
2025-08-14 13F Ancora Advisors, LLC 16.364 0,00 306 0,99
2025-08-11 13F Shufro Rose & Co Llc 571.796 -1,38 10.595 -1,39
2025-08-14 13F Redwood Financial Network Corp 38.962 8,67 729 9,64
2025-08-14 13F Mml Investors Services, Llc 679.026 12,01 13 9,09
2025-08-11 13F Y.D. More Investments Ltd 2.100 0,00 39 2,63
2025-07-30 13F Eqis Capital Management, Inc. 53.301 -0,81 997 0,10
2025-08-11 13F Oder Investment Management, LLC 22.549 1,18 422 2,18
2025-08-14 13F Raymond James Financial Inc 4.403.485 9,21 82.345 10,21
2025-08-11 13F Howard Wealth Management, Llc 202.475 0,16 3.786 1,09
2025-07-31 13F Gill Capital Partners, Llc 688.453 0,87 12.874 1,80
2025-07-15 13F World Equity Group, Inc. 21.648 55,99 405 56,59
2025-08-05 13F Huntington National Bank 2.247 9,08
2025-08-14 13F Mercer Global Advisors Inc /adv 19.328 -2,43 361 -1,63
2025-07-18 13F Ledgewood Wealth Advisors, LLC 212.861 0,64 3.980 1,56
2025-07-17 13F Western Financial Corp/CA 51.160 -2,32 957 -1,44
2025-08-08 13F Kingsview Wealth Management, LLC 33.245 0,87 622 1,80
2025-08-13 13F Invesco Ltd. 2.536.166 18,47 47.426 19,56
2025-08-13 13F MONECO Advisors, LLC 1.092.507 15,02 20.430 16,07
2025-07-24 13F Us Bancorp \de\ 6.963 99,11 130 103,13
2025-05-22 13F Mattson Financial Services, LLC 0 -100,00 0
2025-08-12 13F Goepper Burkhardt LLC 513.924 10,76 9.610 11,78
2025-08-12 13F MAI Capital Management 1.671.357 9,59 31.254 10,60
2025-07-21 13F Exchange Capital Management, Inc. 44.830 -0,38 838 0,60
2025-08-14 13F Fmr Llc 561 11,98 10 11,11
2025-08-04 13F Spire Wealth Management 183 -13,68 3 0,00
2025-08-14 13F Certified Advisory Corp 12.172 228
2025-08-05 13F Strategic Financial Concepts, LLC 0 -100,00 0
2025-07-23 13F Hager Investment Management Services, Llc 0 -100,00 0
2025-08-12 13F Gladstone Institutional Advisory LLC 231.305 -0,12 4.325 0,79
2025-08-13 13F AMJ Financial Wealth Management 314.822 -3,66 5.887 -2,77
2025-08-12 13F LPL Financial LLC 3.398.644 -9,40 63.555 -8,57
2025-08-06 13F AE Wealth Management LLC 0 -100,00 0
2025-08-11 13F Pinnacle Financial Group, LLC / IL 16.758 0,22 313 1,29
2025-08-14 13F Guardian Wealth Advisors, Llc / Nc 154.078 -4,59 2.881 -3,71
2025-07-28 13F Brown Financial Advisory 22.730 40,34 425 41,67
2025-08-06 13F Financial Advisory Corp /ut/ /adv 132.407 -4,06 2 0,00
2025-08-07 13F Apeiron RIA LLC 63.814 6,01 1.193 7,00
2025-09-11 13F Milestones Private Investment Advisors LLC 119.190 2.229
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