RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF Saham - Harga Saham, Kepemilikan Institusional, Pemegang Saham (ARCA)

Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
US ˙ ARCA

Statistik Dasar
Pemilik Institusi 297 total, 297 long only, 0 short only, 0 long/short - change of 1,36% MRQ
Alokasi Portofolio Rata-rata 0.5612 % - change of -12,24% MRQ
Saham Institusi (Long) 47.921.629 (ex 13D/G) - change of -3,21MM shares -6,28% MRQ
Nilai Institusi (Long) $ 5.444.454 USD ($1000)
Kepemilikan Institusi dan Pemegang Saham

Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF (US:RWL) punya 297 pemilik institusi dan pemegang saham yang telah mengajukan formulir 13D/G atau 13F ke Securities Exchange Commission (SEC). Institusi-institusi ini memiliki total 47,921,629 saham. Pemegang saham terbesar termasuk Invesco Ltd., LPL Financial LLC, Ameriprise Financial Inc, Morgan Stanley, Vantagepoint Investment Advisers Llc, Bank Of America Corp /de/, Fusion Family Wealth LLC, Axxcess Wealth Management, Llc, Allworth Financial LP, and Advisor Group Holdings, Inc. .

Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF (ARCA:RWL) struktur kepemilikan institusi menunjukkan posisi saat ini di perusahaan menurut institusi dan dana, serta perubahan terkini dalam ukuran posisi. Pemegang saham utama dapat mencakup investor individu, reksa dana, hedge funds, atau institusi. Jadwal 13D menunjukkan bahwa investor memegang lebih dari 5% saham perusahaan dan bermaksud untuk secara aktif melakukan perubahan dalam strategi bisnis. Jadwal 13G menunjukkan investasi pasif lebih dari 5%.

The share price as of March 27, 2026 is 112,84 / share. Previously, on March 28, 2025, the share price was 98,43 / share. This represents an increase of 14,64% over that period.

RWL / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF Institutional Ownership
Skor Sentimen Dana

Skor Sentimen Dana (Ownership Accumulation Score) menemukan saham-saham yang paling banyak dibeli oleh dana. Hal ini merupakan hasil dari model kuantitatif multifaktor yang canggih yang mengidentifikasi perusahaan-perusahaan dengan tingkat akumulasi institusi tertinggi. Model penilaian menggunakan kombinasi total peningkatan pemilik yang diungkapkan, perubahan alokasi portofolio pada pemilik tersebut, dan metrik lainnya. Angka tersebut berkisar dari 0 hingga 100, dengan angka yang lebih tinggi menunjukkan tingkat akumulasi yang lebih tinggi terhadap rekan-rekannya, dan 50 adalah rata-ratanya.

Frekuensi Pembaruan: Harian

Lihat Penjelajah Kepemilikan, yang menyediakan daftar perusahaan dengan peringkat tertinggi.

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Rasio Put/Call Institusi

Selain melaporkan masalah ekuitas dan utang standar, institusi dengan lebih dari 100MM aset yang dikelola juga harus mengungkapkan kepemilikan opsi put dan call mereka. Karena opsi put umumnya mengindikasikan sentimen negatif, dan opsi call mengindikasikan sentimen positif, kita dapat memahami sentimen institusional secara keseluruhan dengan memplot rasio opsi put terhadap opsi call. Grafik di sebelah kanan menggambarkan rasio put/call historis untuk instrumen ini.

Penggunaan Rasio Put/Call sebagai indikator sentimen investor mengatasi salah satu kelemahan utama dalam menggunakan total kepemilikan institusional, yaitu sejumlah besar aset yang dikelola diinvestasikan secara pasif untuk melacak indeks. Dana yang dikelola secara pasif biasanya tidak membeli opsi sehingga indikator rasio put/call lebih dekat melacak sentimen dana yang dikelola secara aktif.

RWL / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF Historical Put/Call Ratio
Pengajuan 13D/G

Kami menyajikan pengajuan 13D/G secara terpisah dari pengajuan 13F karena perlakuan berbeda dari SEC. Pengajuan 13D/G dapat diajukan oleh kelompok investor (dengan satu investor terkemuka), sedangkan pengajuan 13F tidak bisa. Hal ini mengakibatkan situasi di mana seorang investor dapat mengajukan 13D/G yang melaporkan satu nilai untuk total saham (mewakili seluruh saham yang dimiliki oleh kelompok investor), namun kemudian mengajukan 13F yang melaporkan nilai yang berbeda untuk total saham (yang hanya mewakili kepemilikan mereka sendiri). Artinya, kepemilikan saham atas pengajuan 13D/G dan pengajuan 13F seringkali tidak dapat dibandingkan secara langsung sehingga kami menyajikannya secara terpisah.

Catatan: Mulai 16 Mei 2021, kami tidak lagi menampilkan pemilik yang belum mengajukan 13D/G dalam setahun terakhir. Sebelumnya, kami menunjukkan riwayat lengkap pengajuan 13D/G. Secara umum, entitas yang wajib mengajukan pengajuan 13D/G harus mengajukan setidaknya satu tahun sekali sebelum mengajukan penutupan pengajuan. Namun, dana kadang-kadang keluar dari posisi tanpa menyerahkan pengajuan penutupan (yaitu, dana tersebut ditutup) sehingga menampilkan riwayat lengkap kadang-kadang mengakibatkan kebingungan tentang kepemilikan saat ini. Untuk mencegah kebingungan, kini kami hanya menampilkan pemilik saat ini - yaitu - pemilik yang telah mengajukan permohonan dalam setahun terakhir.

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Tanggal Berkas Formulir Investor Sebelumnya
Saham
Terbaru
Saham
Δ Saham
(Persentase)
Kepemilikan
(Persentase)
Δ Kepemilikan
(Persentase)
2025-05-09 13G/A Invesco Ltd. 6,148,126 7,845,673 27.61 14.80 16.54
Pengajuan 13F dan NPORT

Detail pengajuan 13F gratis. Detail pengajuan NP memerlukan keanggotaan premium. Baris hijau menunjukkan posisi baru. Baris merah menunjukkan posisi yang sudah ditutup. Klik tautannya ikon untuk melihat riwayat transaksi lengkap.

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Tanggal Berkas Sumber Investor Jenis Harga Rata-rata
(Perkiraan)
Saham Δ Saham
(%)
Dilaporkan
Nilai
($1000)
Δ Nilai
(%)
Alokasi Portofolio
(%)
2026-01-08 13F Armstrong Advisory Group, Inc 4.859 0,00 556 3,54
2026-02-13 13F Golden State Wealth Management, LLC 18.416 -15,56 2.109 -12,64
2026-01-20 13F AdvisorNet Financial, Inc 41.963 7,49 4.805 11,20
2026-02-11 13F Marks Group Wealth Management, Inc 2.520 0,00 289 3,60
2026-01-14 13F Wealthcare Advisory Partners LLC 91.371 34,45 10.462 39,11
2026-02-12 13F Renaissance Technologies Llc 8.900 -55,28 1.019 -53,72
2026-02-13 13F Glen Eagle Advisors, LLC 0 -100,00 0
2025-11-14 13F Guardian Wealth Advisors, Llc / Nc 0 -100,00 0
2026-02-10 13F Avestar Capital, LLC 51.990 1,08 5.953 4,59
2026-01-22 13F Financial Consulate, Inc 15 2
2026-01-26 13F Harbor Asset Planning, Inc. 35.335 6,74 4.046 10,46
2026-02-12 13F Solano Wealth Investment Advisors LLC 18.928 -5,24 2.167 -1,95
2026-01-14 13F Kmg Fiduciary Partners, Llc 9.101 1,00 1.042 4,51
2026-02-26 13F TD Capital Management LLC 103 0,98 12 0,00
2026-01-08 13F True Wealth Design, LLC 0 -100,00 0
2026-02-04 13F Colonial River Wealth Management, LLC 102.998 4,88 11.793 8,52
2026-02-17 13F Mercer Global Advisors Inc /adv 6.389 -0,06 732 3,39
2026-02-17 13F Silvercrest Asset Management Group Llc 3.047 0,00 349 3,26
2026-02-17 13F Ameriprise Financial Inc 3.770.378 3,45 431.846 7,07
2026-02-03 13F AssuredPartners Investment Advisors, LLC 30.714 422,26 3.517 440,92
2026-02-13 13F Kestra Advisory Services, LLC 0 -100,00 0
2026-02-13 13F MAI Capital Management 562 8,91 64 12,28
2026-02-10 13F Hilltop Partners LLC 2.704 -0,95 310 2,32
2026-02-17 13F Wellington Management Group Llp 0 -100,00 0
2026-02-12 13F Mount Yale Investment Advisors, LLC 29.368 -8,50 3.363 -5,32
2026-02-17 13F Ancora Advisors, LLC 56.095 2,94 6.423 6,52
2026-02-13 13F Citigroup Inc 15.919 3,20 1.823 6,80
2026-01-29 13F Huntleigh Advisors, Inc. 2.136 -50,00 245 -48,31
2026-01-09 13F Marshall Financial Group LLC 7.294 -3,25 835 0,12
2026-02-12 13F Great Valley Advisor Group, Inc. 13.199 1,87 1.511 5,44
2026-02-12 13F StoneX Group Inc. 1.867 0,32 214 3,90
2026-02-17 13F Jones Financial Companies Lllp 790.186 23,93 90.565 28,80
2026-01-16 13F Legacy Capital Wealth Partners, LLC 72.517 -3,76 7.630 -1,05
2026-02-19 13F CI Private Wealth, LLC 5.295 58,25 387 4,32
2026-01-21 13F Sound Income Strategies, LLC 2.341 277
2026-01-23 13F Assetmark, Inc 475 11,24 54 14,89
2026-02-02 13F Retirement Planning Group, Llc / Ny 70.323 14,94 8.052 18,92
2026-02-06 13F Vestmark Advisory Solutions, Inc. 29.268 -8,74 3.351 -5,55
2026-02-12 13F CIBC Private Wealth Group, LLC 104 0,00 12 0,00
2026-02-06 13F Empirical Asset Management, LLC 11.817 0,19 1.353 3,68
2026-01-26 13F JNBA Financial Advisors 0 -100,00 0
2026-01-13 13F Cadent Capital Advisors, LLC 128.726 0,65 14.739 4,15
2026-02-17 13F Mpwm Advisory Solutions, Llc 0 -100,00 0
2026-02-13 13F Jacobi Capital Management LLC 2.259 -1,61 259 1,57
2026-02-17 13F Integrity Wealth Advisors, Inc. 18.303 2.096
2026-02-06 13F Global Retirement Partners, LLC 295.565 3,60 33.842 7,20
2026-02-10 13F Thoroughbred Financial Services, Llc 205.753 38,64 24 43,75
2026-01-23 13F Aspect Partners, LLC 2.652 0,00 304 3,41
2026-02-17 13F Evolve Private Wealth, Llc 5.747 658
2026-02-10 13F IFG Advisory, LLC 1.861 213
2026-02-12 13F Laurel Oak Wealth Management, Llc 1.948 223
2026-02-17 13F Bank Of America Corp /de/ 2.189.385 -0,19 250.685 3,27
2026-01-16 13F Aspire Capital Advisors LLC 121.932 1,45 13.961 4,97
2026-01-14 13F Nova Wealth Management, Inc. 5.608 -6,46 642 -3,17
2026-02-12 13F Brown Brothers Harriman & Co 2.176 0,00 249 3,75
2026-02-05 13F Western Wealth Management, LLC 66.907 -1,20 7.661 2,23
2026-02-10 13F Cherry Tree Wealth Management, LLC 340 0,00 39 2,70
2026-02-13 13F Integrated Wealth Concepts LLC 20.258 -40,93 2.320 -38,89
2026-02-09 13F CBIZ Investment Advisory Services, LLC 116 0,87 13 8,33
2026-02-11 13F Atlantic Private Wealth, LLC 528 0,00 61 3,45
2026-01-28 13F N.E.W. Advisory Services LLC 119 20,20 14 30,00
2026-02-17 13F Jump Financial, LLC 2.960 339
2026-02-09 13F Huntington National Bank 207 3,50
2026-02-12 13F Daybright Advisory Services, Inc. 12.487 1.430
2026-02-19 13F Mcguire Capital Advisors Inc 22 3
2026-02-13 13F Tcfg Wealth Management, Llc 21.125 -0,57 2.419 2,85
2026-01-05 13F GoalVest Advisory LLC 223 355,10 26 400,00
2026-02-09 13F Harbour Investments, Inc. 112.081 -4,72 12.833 -1,41
2026-01-05 13F GAMMA Investing LLC 231 0,00 26 4,00
2026-02-02 13F Heritage Financial Services, LLC 1.996 0,00 229 3,64
2026-02-03 13F Legacy Wealth Managment, LLC/ID 70 -48,15 8 -42,86
2026-02-10 13F ESL Trust Services, LLC 543 0,00 62 3,33
2026-01-23 13F Optima Capital Llc 29.858 8,53 3.419 12,29
2026-01-23 13F Gilbert Capital Group, Inc. 3.168 0,00 363 3,43
2026-02-12 13F Hm Payson & Co 640 0,00 73 4,29
2025-11-10 13F Signature Securities Group Corporation 0 -100,00 0
2025-11-14 13F Strategic Wealth Partners, Ltd. 4 0,00 0
2026-02-04 13F Money Concepts Capital Corp 48.074 416,48 5.504 434,37
2026-02-17 13F Aqr Capital Management Llc 20.921 3,72 2.395 7,30
2026-01-23 13F Meridian Financial, LLC 17.439 92,36 1.997 99,00
2026-01-26 13F Nations Financial Group Inc, /ia/ /adv 19.303 -20,44 2.210 -17,66
2026-02-12 13F BlackRock, Inc. 278 0,00 32 3,33
2026-02-11 13F Rise Advisors, LLC 0 -100,00 0
2026-02-03 13F International Assets Investment Management, Llc 157 18
2026-02-04 13F Nwam Llc 51.759 6,58 6.131 13,24
2026-02-20 13F Sunbelt Securities, Inc. 30.801 21,49 3.527 25,70
2026-02-02 13F Oppenheimer & Co Inc 2.140 0,23 245 3,81
2026-01-30 13F Simplicity Wealth,LLC 19.708 -1,08 2.257 2,36
2026-02-10 13F Essex Financial Services, Inc. 38.198 5,83 4.374 9,49
2026-01-23 13F Farther Finance Advisors, LLC 13.277 1,17 1.520 4,68
2026-02-02 13F Mutual Advisors, LLC 3.500 0,00 401 2,30
2026-02-04 13F Fusion Family Wealth LLC 1.628.324 2,95 186.443 6,53
2025-10-27 13F First Horizon Corp 0 -100,00 0
2026-02-06 13F Envestnet Portfolio Solutions, Inc. 5.697 12,39 652 16,43
2026-02-17 13F Scarborough Advisors, LLC 241.449 1,48 27.646 5,00
2026-01-26 13F Main Street Group, LTD 2.887 1,33 331 4,76
2026-01-21 13F Landaas & Co /wi /adv 4.863 20,34 557 24,38
2025-11-05 13F Collier Financial 0 -100,00 0
2026-02-06 13F HighTower Advisors, LLC 6.649 2,26 761 5,84
2026-01-09 13F Atlas Brown,Inc. 1.862 0,32 213 3,90
2026-01-30 13F Sigma Planning Corp 3.766 12,45 431 16,49
2026-02-17 13F Gotham Asset Management, LLC 3.800 0,00 435 3,57
2026-02-03 13F Anfield Capital Management, LLC 170 0,00 19 5,56
2026-02-10 13F Ritter Daniher Financial Advisory LLC / DE 3.379 25,47 387 29,53
2026-02-10 13F Redwood Financial Network Corp 10.431 23,07 1.194 27,43
2026-02-13 13F SRS Capital Advisors, Inc. 926 -4,54 106 -0,93
2026-02-13 13F Aptus Capital Advisors, LLC 331 359,72 38 428,57
2025-11-12 13F Veridan Wealth LLC 0 -100,00 0
2026-01-26 13F AE Wealth Management LLC 43.769 10,66 5.012 14,48
2026-01-26 13F United Advisor Group, LLC 4.895 6,02 560 9,80
2025-11-14 13F Hrt Financial Lp 0 -100,00 0
2026-01-23 13F RFG - Bristol Wealth Advisors, LLC 22.583 -6,85 2.586 -3,62
2026-01-26 13F Consolidated Portfolio Review Corp 0 -100,00 0
2026-01-13 13F Parsons Capital Management Inc/ri 2.760 0,00 316 3,61
2026-02-04 13F MONECO Advisors, LLC 83.759 5,43 9.590 9,09
2026-02-11 13F Gwn Securities Inc. 3.064 33,45 351 37,25
2026-01-12 13F Wealth Management Partners, LLC 47.752 -6,84 5.468 -3,61
2026-02-11 13F O'shaughnessy Asset Management, Llc 210 0,00 24 4,35
2026-01-29 13F Nbc Securities, Inc. 1.256 0,00 144 3,62
2026-01-23 13F Westside Investment Management, Inc. 100 0,00 11 0,00
2025-11-12 13F Creekmur Asset Management LLC 297 0,00 33 6,67
2026-02-09 13F Integrity Alliance, Llc. 2.125 243
2026-01-29 13F Resonant Capital Advisors, LLC 71.003 -1,25 8.130 2,17
2026-02-02 13F Total Clarity Wealth Management, Inc. 76.279 65,34 8.734 71,07
2026-02-11 13F Empowered Funds, LLC 0 -100,00 0
2026-01-14 13F Thompson Investment Management, Inc. 500 0,00 57 3,64
2026-01-28 13F Caliber Wealth Management, LLC / KS 2.017 0,00 231 3,14
2026-02-11 13F Jpmorgan Chase & Co 144.935 39,26 16.595 44,09
2026-01-26 13F Patriot Financial Group Insurance Agency, LLC 6.629 9,61 759 13,30
2026-02-11 13F Buckingham Strategic Partners 3.593 411
2026-01-29 13F UMA Financial Services, Inc. 9 0,00 1 0,00
2026-02-13 13F Retirement Financial Solutions, Llc 50.751 7,22 5.811 10,92
2026-02-13 13F Arkadios Wealth Advisors 2.868 1,13 328 4,79
2026-02-17 13F Raymond James Financial Inc 894.401 18,30 102.409 22,41
2026-01-28 13F Geneos Wealth Management Inc. 71.068 5,19 8.137 8,84
2026-02-06 13F Pnc Financial Services Group, Inc. 760 17,83 87 22,54
2026-02-10 13F Operose Advisors LLC 475 0,00 54 3,85
2026-01-29 13F Concurrent Investment Advisors, LLC 32.725 63,75 3.747 69,43
2026-02-09 13F Kingsview Wealth Management, LLC 17.981 -17,59 2.059 -14,75
2026-02-10 13F/A Northwestern Mutual Wealth Management Co 276.526 9,18 31.662 12,97
2026-02-10 13F Savant Capital, LLC 4.315 2,96 494 6,70
2026-02-12 13F Oder Investment Management, LLC 2.572 15,96 294 20,00
2026-01-20 13F SOA Wealth Advisors, LLC. 75 0,00 9 0,00
2025-11-12 13F Paradigm Financial Partners, Llc 0 -100,00 0
2025-11-05 13F Hantz Financial Services, Inc. 0 0
2026-02-02 13F Mission Hills Financial Advisory, LLC 66.230 2,14 7.583 5,69
2026-02-11 13F LPL Financial LLC 5.870.899 16,77 672.218 20,82
2026-01-23 13F Fifth Third Securities, Inc. 14.981 -0,25 1.715 3,25
2026-01-15 13F MOR Wealth Management, LLC 5.746 658
2026-01-29 13F Sanctuary Advisors, LLC 174.688 484,20 20.002 504,63
2026-02-10 13F Oxford Wealth Group, LLC 53.547 6.131
2026-02-17 13F Blair William & Co/il 1.117 0,00 128 3,25
2026-02-10 13F Root Financial Partners, LLC 499 -10,89 57 -6,56
2026-02-05 13F Blue Water Asset Management 142.675 16.336
2026-02-13 13F Brown Advisory Inc 3.211 368
2026-02-17 13F D. E. Shaw & Co., Inc. 0 -100,00 0
2026-02-12 13F Steward Partners Investment Advisory, Llc 64.211 427,36 7.352 445,81
2026-02-05 13F AlphaCore Capital LLC 1.184 136
2026-02-05 13F Thrivent Financial For Lutherans 24.508 3
2026-01-26 13F Cwm, Llc 3.209 17,42 0
2026-02-17 13F Creative Planning 8.580 3,49 982 7,09
2026-02-06 13F Tanglewood Legacy Advisors, LLC 273.240 66.381,75 31.286 69.424,44
2026-02-02 13F Truist Financial Corp 46.346 58,54 5.307 64,07
2026-02-05 13F Petix & Botte Co 92.168 18,45 10.553 22,57
2026-02-17 13F Tower Research Capital LLC (TRC) 0 -100,00 0
2026-01-15 13F Founders Capital Management 5 0,00 1
2026-02-17 13F Cetera Investment Advisers 869.157 14,19 99.518 18,15
2026-02-12 13F Forge Financial Services LLC 38.550 -0,97 4.414 2,39
2026-01-27 13F Vantagepoint Investment Advisers Llc 2.271.112 0,08 260.042 3,56
2026-02-12 13F Wedbush Securities Inc 2.251 0
2026-02-12 13F Commonwealth Equity Services, Llc 759.448 -0,54 86.957 103.419,05
2026-02-17 13F Private Advisor Group, LLC 254.783 89,79 29.173 96,38
2026-01-29 13F Klingman & Associates, LLC 302.357 5,89 34.620 9,56
2026-02-12 13F Bank Of Montreal /can/ 2.665 0,00 305 -94,35
2025-11-12 13F Ameriflex Group, Inc. 0 -100,00 0
2026-02-06 13F Larson Financial Group LLC 30 0,00 3 0,00
2026-02-12 13F LWM Advisory Services, LLC 12.298 2,63 1.408 6,18
2026-02-17 13F Russell Investments Group, Ltd. 25 0,00 3 0,00
2026-02-19 13F Invesco Ltd. 9.001.402 -1,91 1.030.661 1,50
2026-01-27 13F Belpointe Asset Management LLC 8.661 0,10 992 3,55
2026-01-29 13F Comerica Bank 11.219 12,77 1.285 16,73
2025-10-28 13F Pinnacle Financial Partners Inc 1.845 204
2025-10-16 13F Lowe Wealth Advisors, LLC 200 -33,33 22 -29,03
2026-02-06 13F Flaharty Asset Management, LLC 5.350 0,11 613 3,55
2026-01-20 13F Stratos Wealth Partners, LTD. 138.880 9,88 15.902 13,69
2026-02-05 13F Pacific Sun Financial Corp 3.162 0,00 362 3,72
2026-01-27 13F TFR Capital, LLC. 89.813 2,14 10.284 5,68
2026-01-07 13F Baldwin Brothers Inc/ma 6.600 0,00 756 3,42
2026-02-13 13F Manufacturers Life Insurance Company, The 34.095 3.904
2026-02-13 13F Wells Fargo & Company/mn 774.689 9,30 88.702 13,09
2026-02-10 13F Goldman Sachs Group Inc 172.427 16,96 19.743 21,02
2026-02-13 13F Y-Intercept (Hong Kong) Ltd 0 -100,00 0
2026-01-08 13F Tompkins Financial Corp 40.122 -0,18 4.594 3,26
2026-01-22 13F Glass Jacobson Investment Advisors llc 1.232 -7,78 141 -4,08
2026-01-26 13F Wealth Effects Llc 2.025 0,00 232 3,13
2026-02-09 13F Key FInancial Inc 7.135 -6,27 817 -3,20
2026-02-13 13F Mml Investors Services, Llc 191.618 8,29 21.940 12,05
2026-01-12 13F CVA Family Office, LLC 0 -100,00 0
2026-01-28 13F Kingswood Wealth Advisors, Llc 60.456 -4,42 6.922 -1,10
2026-01-22 13F Bartlett & Co. Wealth Management Llc 574 0,00 66 3,17
2026-02-17 13F IHT Wealth Management, LLC 25.104 13,17 2.874 17,11
2026-01-26 13F Kelman-Lazarov, Inc. 32.654 -1,38 3.739 2,05
2025-10-09 13F Fermata Advisors, LLC 0 -100,00 0
2026-02-05 13F Pinnacle Associates Ltd 2.380 0,00 273 3,42
2026-01-29 13F Atlas Legacy Advisors, LLC 182.893 13,81 20.941 17,77
2026-01-15 13F Stewardship Advisors, LLC 312.547 42,10 35.787 47,04
2026-01-29 13F DecisionPoint Financial, LLC 12 1
2026-01-22 13F Rodgers & Associates, LTD 22.199 -1,88 2.542 1,52
2026-02-13 13F Stifel Financial Corp 63.148 -10,82 7.231 -7,73
2026-01-20 13F Pflug Koory, LLC 1.560 0,06 179 3,49
2026-01-21 13F Future Financial Wealth Managment LLC 0 -100,00 0
2026-01-20 13F Investment Planning Advisors, Inc. 165.859 2,53 18.991 6,08
2026-01-28 13F Cora Capital Advisors Llc 4.522 0,00 518 3,40
2026-02-17 13F Snowden Capital Advisors LLC 8.516 2,99 975 6,56
2026-01-12 13F Abound Wealth Management 380 0,00 44 2,38
2026-02-11 13F J.w. Cole Advisors, Inc. 11.793 5,23 1.337 7,82
2026-01-20 13F Sovran Advisors, LLC 1.902 -9,21 226 -3,43
2026-02-03 13F Financial Partners Group, Inc 3.351 -2,53 395 3,95
2026-02-12 13F Beacon Capital Management, Inc. 0 -100,00 0
2026-02-17 13F Susquehanna International Group, Llp 4.915 -41,25 563 -39,24
2026-02-06 13F Tortoise Investment Management, LLC 0 -100,00 0
2026-02-06 13F Signature Estate & Investment Advisors Llc 2.836 -21,57 325 -19,00
2026-01-14 13F Kraft, Davis & Associates, LLC 98.730 6,74 11.640 13,04
2026-01-21 13F Lockerman Financial Group, Inc. 2.624 0,08 300 3,45
2026-01-29 13F Kestra Private Wealth Services, Llc 71.472 -7,82 8.184 -4,63
2026-02-05 13F Intrua Financial, LLC 44.022 -4,91 5.041 -1,62
2026-01-20 13F Thurston, Springer, Miller, Herd & Titak, Inc. 1.394 160
2026-02-06 13F Gsa Capital Partners Llp 0 -100,00 0
2026-02-17 13F Citadel Advisors Llc 0 -100,00 0
2026-01-30 13F Turning Point Benefit Group, Inc. 1.259 -3,08 144 0,70
2026-02-05 13F Atria Investments Llc 15.846 175,10 1.814 184,77
2026-02-11 13F Fiera Capital Corp 10.158 0,00 1.163 3,47
2026-02-10 13F Bank of New York Mellon Corp 985.133 11,13 112.798 14,99
2026-02-12 13F Rik Saylor Financial, Inc. 16.696 11,63 1.912 15,54
2026-01-14 13F Accurate Wealth Management, LLC 5.245 0,00 619 6,91
2026-02-13 13F Baird Financial Group, Inc. 6.344 -31,02 726 -28,61
2026-02-13 13F Perryman Financial Advisory Inc /ad 2.737 313
2026-02-10 13F SCS Capital Management LLC 3.111 0,00 356 3,49
2026-02-17 13F Advisor Group Holdings, Inc. 1.201.452 -1,26 137.595 3,99
2026-02-17 13F Fmr Llc 13.828 12,06 1.583 15,97
2026-02-17 13F Perennial Investment Advisors, LLC 42.342 1,69 4.849 5,23
2026-01-28 13F Key Client Fiduciary Advisors, LLC 20.890 3,12 2.392 6,69
2026-01-26 13F Lowery Thomas, Llc 1.849 0,33 212 3,94
2026-02-11 13F Janney Montgomery Scott LLC 24.363 3,06 3 0,00
2026-02-13 13F Morgan Stanley 3.154.989 2,37 361.246 5,92
2026-01-15 13F Retireful, LLC 3.107 356
2026-02-17 13F Pennington Partners & Co., Llc 4.686 0,09 537 3,47
2026-01-08 13F Wealth Enhancement Advisory Services, Llc 93.115 -4,25 10.935 1,14
2026-02-03 13F Marmo Financial Group, LLC 1.868 0,05 214 3,40
2026-02-12 13F Brinker Capital Investments, LLC 2.802 14,41 321 18,08
2026-02-04 13F Ameritas Advisory Services, LLC 0 -100,00 0
2026-02-09 13F Prospera Financial Services Inc 16.612 10,43 1.903 14,23
2026-01-23 13F Diligent Investors, LLC 3.052 -1,13 349 2,35
2026-02-17 13F Garden State Investment Advisory Services LLC 54.804 231,10 6.277 242,58
2026-01-13 13F LongView Wealth Management 1.700 201
2026-01-23 13F Avion Wealth 771 0
2026-02-12 13F Atlantic Family Wealth, Llc 2.872 0,00 329 3,47
2026-01-26 13F BCS Wealth Management 2.418 277
2026-02-23 13F Sonoma Allocations LLC 102.737 9,59 12.179 18,38
2026-01-20 13F Secure Asset Management, LLC 9.451 7,30 1.082 10,97
2026-02-11 13F Parallel Advisors, LLC 36 0,00 4 33,33
2026-01-12 13F DAVENPORT & Co LLC 1.781 204
2026-01-29 13F UBS Group AG 541.369 11,24 61.987 15,10
2026-01-23 13F E&G Advisors, LP 18.483 3,38 2.116 6,98
2026-02-05 13F High Note Wealth, LLC 14 0,00 2 0,00
2026-01-22 13F Pinnacle Bancorp, Inc. 488 0,00 56 1,85
2026-01-29 13F Aprio Wealth Management, LLC 3.265 374
2026-02-06 13F Fortis Group Advisors, LLC 14.250 47,04 1.681 55,12
2026-01-12 13F Amplius Wealth Advisors, LLC 11.651 -9,22 1.334 -6,06
2026-02-11 13F Ameritas Investment Partners, Inc. 1.312 150
2026-02-13 13F Cozad Asset Management Inc 6.276 0,06 719 3,46
2026-01-15 13F Brookstone Capital Management 113.951 -13,66 13.047 -10,66
2026-01-26 13F Private Trust Co Na 3.517 6,16 403 9,84
2025-11-14 13F Jane Street Group, Llc 0 -100,00 0
2026-01-14 13F Wolff Wiese Magana Llc 130 -13,33 15 -12,50
2026-02-18 13F GWM Advisors LLC 36.230 104,14 4.148 111,20
2026-01-28 13F Glassman Wealth Services 745 0,00 85 3,66
2026-01-21 13F Prime Capital Investment Advisors, LLC 70.648 3,32 8.089 6,91
2026-02-12 13F SWAN Capital LLC 258 30
2026-02-06 13F GPS Wealth Strategies Group, LLC 0 -100,00 0
2026-01-08 13F Firethorn Wealth Partners, Llc 13.885 1.590
2026-01-26 13F Merit Financial Group, LLC 175.248 4,26 20.066 7,88
2026-02-17 13F Wiley Bros.-aintree Capital, Llc 18.235 -16,62 2.088 -13,72
2026-01-07 13F Harbor Investment Advisory, Llc 521 0,00 60 3,51
2026-02-10 13F Bnp Paribas Arbitrage, Sa 75.000 8.588
2026-01-21 13F Capital Investment Advisory Services, LLC 229 26
2026-02-05 13F Bessemer Group Inc 0 -100,00 0
2026-02-13 13F Greenline Wealth Management LLC 15 2
2026-02-06 13F EverSource Wealth Advisors, LLC 156.019 0,48 17.864 3,96
2026-02-17 13F Integrated Advisors Network LLC 2.688 308
2026-02-13 13F Colony Group, LLC 36.371 -5,39 4.165 -2,12
2026-02-11 13F Capital Analysts, Inc. 1.491 397,00 0
2026-02-10 13F Florida Financial Advisors, Llc 2.258 258
2026-02-04 13F Summit Wealth Group Llc / Co 0 -100,00 0 -100,00
2026-01-12 13F Kozak & Associates, Inc. 575.024 0,77 67.887 7,17
2026-02-06 13F Ignite Planners, LLC 33.142 52,76 3.909 62,83
2026-02-09 13F Hartland & Co., LLC 1.866 0,00 214 3,40
2026-02-12 13F Kovack Advisors, Inc. 6.134 45,05 686 46,68
2026-01-09 13F Dynamic Advisor Solutions LLC 10.775 0,97 1.234 4,49
2026-02-13 13F Level Four Advisory Services, Llc 9.970 -1,34 1.142 2,06
2026-01-29 13F Obermeyer Wood Investment Counsel, Lllp 7.362 0,00 843 3,44
2026-02-13 13F Asset Allocation Strategies LLC 235.917 69,81 27.012 75,70
2026-02-17 13F Equitable Holdings, Inc. 352.645 12,99 40.378 16,91
2026-01-13 13F Capital Investment Advisors, LLC 2.216 0,18 254 3,69
2026-02-02 13F Fifth Third Bancorp 0 -100,00 0
2026-02-09 13F Keating Financial Advisory Services, Inc. 10.243 1.173
2026-02-02 13F Holistic Planning, LLC 12.414 -2,60 1.421 0,78
2026-01-12 13F RVW Wealth, LLC 43.443 -1,34 4.974 2,09
2026-02-05 13F USAdvisors Wealth Management, LLC 2.470 0
2026-01-16 13F Crowley Wealth Management, Inc. 0 -100,00 0
2026-02-03 13F RFG Advisory, LLC 3.381 15,71 387 19,81
2026-02-06 13F Axxcess Wealth Management, Llc 1.338.780 1.242,08 153.290 1.288,75
2026-02-17 13F Advisory Services Network, LLC 5.002 -1,61 573 1,78
2026-02-17 13F Royal Bank Of Canada 138.185 -22,59 15.822 -19,91
2026-01-30 13F/A M&t Bank Corp 2.002 -17,65 229 -14,87
2026-02-13 13F Mariner, LLC 202.955 1,18 23.238 4,69
2026-02-14 13F Rockefeller Capital Management L.P. 44.615 1,30 5.108 4,82
2026-02-12 13F Mark Sheptoff Financial Planning, Llc 341 0,00 39 5,41
2026-01-22 13F Apollon Wealth Management, LLC 4.052 -43,67 464 -41,76
2026-02-04 13F Pensionmark Financial Group, Llc 37.716 -12,76 4.319 -9,72
2026-02-10 13F Acorn Wealth Advisors, LLC 10.326 7,09 1.182 10,88
2026-02-19 13F Michels Family Financial, LLC 0 -100,00 0
2025-11-13 13F Visionary Wealth Advisors 0 -100,00 0 -100,00
2026-01-30 13F Us Bancorp \de\ 1.191 5,87 136 9,68
2026-02-05 13F Stephens Inc /ar/ 2.232 4,40 256 8,05
2026-02-10 13F Envestnet Asset Management Inc 157.762 20,72 18.064 24,91
2026-02-06 13F IFP Advisors, Inc 35 0,00 4 33,33
2026-02-12 13F Principal Securities, Inc. 3.487 8,87 399 12,71
2026-01-30 13F Archer Investment Corp 262 -1,87 30 0,00
2026-02-12 13F Grey Fox Wealth Advisors, LLC 0 -100,00 0
2026-02-05 13F Allworth Financial LP 1.261.650 -44,78 144.459 -42,86
2026-02-13 13F Denver Wealth Management, Inc. 159.604 3,52 18.275 7,11
2026-02-12 13F Absolute Capital Management, LLC 0 -100,00 0
2026-02-27 13F OakTrust Wealth Advisors, LLC 1.924 220
2026-02-26 13F Anchor Investment Management, LLC 0 -100,00 0
2026-02-05 13F Cambridge Investment Research Advisors, Inc. 130.664 40,66 15 40,00
2026-02-11 13F Cerity Partners LLC 383.757 -0,96 43.940 2,47
2026-02-17 13F Qube Research & Technologies Ltd 23.217 47,19 2.658 52,32
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