Mga Batayang Estadistika
| Pemilik Institusional | 187 total, 187 long only, 0 short only, 0 long/short - change of 11.98% MRQ |
| Alokasi Portofolio Rata-rata | 0.5930 % - change of -13.90% MRQ |
| Saham Institusional (Jangka Panjang) | 89,947,598 (ex 13D/G) - change of 16.11MM shares 21.81% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 2,273,915 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
Capital Group Fixed Income ETF Trust - Capital Group Core Bond ETF (US:CGCB) memiliki 187 pemilik institusional dan pemegang saham yang telah mengajukan formulir 13D/G atau 13F kepada Komisi Bursa Efek (Securities Exchange Commission/SEC). Lembaga-lembaga ini memegang total 89,947,598 saham. Pemegang saham terbesar meliputi LPL Financial LLC, Advance Capital Management, Inc., Capital International Investors, CGBL - Capital Group Core Balanced ETF Share Class, Morgan Stanley, Envestnet Asset Management Inc, Northwestern Mutual Wealth Management Co, Raymond James Financial Inc, Cetera Investment Advisers, and Advisor Group Holdings, Inc. .
Struktur kepemilikan institusional Capital Group Fixed Income ETF Trust - Capital Group Core Bond ETF (ARCA:CGCB) menunjukkan posisi terkini di perusahaan oleh institusi dan dana, serta perubahan terbaru dalam ukuran posisi. Pemegang saham utama dapat mencakup investor individu, reksa dana, dana lindung nilai, atau institusi. Jadwal 13D menunjukkan bahwa investor memegang (atau pernah memegang) lebih dari 5% saham perusahaan dan bermaksud (atau pernah bermaksud) untuk secara aktif mengejar perubahan strategi bisnis. Jadwal 13G menunjukkan investasi pasif lebih dari 5%.
The share price as of September 5, 2025 is 26.61 / share. Previously, on September 6, 2024, the share price was 27.00 / share. This represents a decline of 1.44% over that period.
Skor Sentimen Dana
Skor Sentimen Dana (sebelumnya dikenal sebagai Skor Akumulasi Kepemilikan) menemukan saham-saham yang paling banyak dibeli oleh dana. Ini adalah hasil dari model kuantitatif multi-faktor yang canggih yang mengidentifikasi perusahaan dengan tingkat akumulasi institusional tertinggi. Model penilaian menggunakan kombinasi dari total peningkatan pemilik yang diungkapkan, perubahan dalam alokasi portofolio pada pemilik tersebut, dan metrik lainnya. Angka berkisar dari 0 hingga 100, dengan angka yang lebih tinggi menunjukkan tingkat akumulasi yang lebih tinggi dibandingkan dengan perusahaan sejenisnya, dan 50 adalah rata-ratanya.
Frekuensi Pembaruan: Setiap Hari
Lihat Ownership Explorer, yang menyediakan daftar perusahaan dengan peringkat tertinggi.
Rasio Put/Call Institusional
Selain melaporkan isu ekuitas dan utang standar, institusi dengan aset di bawah manajemen lebih dari 100 juta dolar AS juga harus mengungkapkan kepemilikan opsi put dan call mereka. Karena opsi put umumnya menunjukkan sentimen negatif, dan opsi call menunjukkan sentimen positif, kita dapat mengetahui sentimen institusional secara keseluruhan dengan memplot rasio put terhadap call. Grafik di sebelah kanan memplot rasio put/call historis untuk instrumen ini.
Menggunakan Rasio Put/Call sebagai indikator sentimen investor mengatasi salah satu kekurangan utama dari penggunaan 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 akurat dalam melacak sentimen dana yang dikelola secara aktif.
Pengajuan 13F dan NPORT
Detail pada pengajuan 13F tersedia gratis. Detail pada pengajuan NP memerlukan keanggotaan premium. Baris berwarna hijau menunjukkan posisi baru. Baris berwarna merah menunjukkan posisi yang sudah ditutup. Klik tautan ini ikon untuk melihat riwayat transaksi selengkapnya.
Tingkatkan
untuk membuka data premium dan mengekspor ke Excel 
.
| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-12 | 13F | Rather & Kittrell, Inc. | 9,455 | 0.00 | 249 | 0.00 | ||||
| 2025-08-14 | 13F | UBS Group AG | 137,621 | 13.40 | 3,619 | 13.48 | ||||
| 2025-07-23 | 13F | Cannon Wealth Management Services, LLC | 215,420 | 2.95 | 5,666 | 3.62 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 158,200 | -5.75 | 4,161 | -5.69 | ||||
| 2025-08-12 | 13F | XTX Topco Ltd | 7,724 | 203 | ||||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 406,758 | -7.54 | 10,698 | -7.47 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 97,364 | -22.99 | 2,561 | -22.94 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 1,264 | 33 | ||||||
| 2025-08-12 | 13F | Lodestone Wealth Management LLC | 87,073 | -0.49 | 2,290 | -0.39 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 197,988 | 3.00 | 5,207 | 3.09 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 885 | -6.84 | 23 | -4.17 | ||||
| 2025-07-28 | 13F | Holistic Planning, LLC | 42,325 | 80.43 | 1,113 | 80.68 | ||||
| 2025-08-12 | 13F | Summit Global Investments | 8,273 | 0 | ||||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 115,220 | 135.22 | 3,030 | 135.43 | ||||
| 2025-07-29 | 13F | Balboa Wealth Partners | 10,047 | 264 | ||||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 20,855 | 12.41 | 548 | 12.53 | ||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 11,161 | 17.73 | 294 | 17.67 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 170,961 | 31.27 | 4,496 | 31.39 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 282,268 | 40.25 | 7,441 | 40.38 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 19,558 | 0.05 | 514 | 0.19 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 1,287,571 | 6.84 | 33,863 | 6.92 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 4,417 | 30.45 | 0 | |||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 235,612 | 22.85 | 6,197 | 22.94 | ||||
| 2025-08-14 | 13F | Full Sail Capital, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-08 | 13F | CWS Financial Advisors, LLC | 30,204 | 8.02 | 794 | 8.17 | ||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 14,094 | 0.37 | 371 | 0.27 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 251,920 | -16.03 | 6,626 | -16.25 | ||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 16,488 | -21.87 | 434 | -21.70 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 2,000 | 0.00 | 53 | 0.00 | ||||
| 2025-07-17 | 13F | Leverty Financial Group, LLC | 1,427,371 | 5.17 | 37,538 | 5.25 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 76,292 | 24.30 | 2,006 | 24.36 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 76,923 | 11.90 | 2,023 | 12.02 | ||||
| 2025-07-02 | 13F | Dentgroup LLC | 214,207 | 8.07 | 5,634 | 8.14 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 75,595 | -0.12 | 1,988 | -0.05 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 8,707 | 229 | ||||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 85,895 | 22.20 | 2,259 | 22.31 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 82,963 | 1,031.52 | 2,182 | 1,053.97 | ||||
| 2025-08-04 | 13F | Saxony Capital Management, LLC | 72,711 | 2.25 | 1,912 | 2.36 | ||||
| 2025-08-05 | 13F | Hunter Associates Investment Management Llc | 8,730 | 0 | ||||||
| 2025-07-08 | 13F | Advance Capital Management, Inc. | 11,517,435 | 6.86 | 302,909 | 6.94 | ||||
| 2025-07-29 | 13F | Madison Wealth Partners, Inc | 10,971 | 289 | ||||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 8,915 | 422.87 | 234 | 431.82 | ||||
| 2025-07-21 | 13F | Capital Planning LLC | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 186 | 2.76 | 5 | 0.00 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 107,262 | 4.28 | 2,821 | 4.33 | ||||
| 2025-08-12 | 13F | Titleist Asset Management, Llc | 9,000 | 237 | ||||||
| 2025-07-24 | 13F | MSH Capital Advisors LLC | 17,947 | 24.48 | 472 | 24.87 | ||||
| 2025-08-12 | 13F | Marshall & Sterling Wealth Advisors Inc. | 2,466 | 18.79 | 65 | 18.52 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 2,153,628 | 35.49 | 56,640 | 35.59 | ||||
| 2025-04-30 | 13F | Allworth Financial LP | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 64,183 | 2.15 | 1,688 | 2.24 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 639,046 | 82.74 | 16,807 | 82.89 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 70,156 | 5.59 | 1,845 | 5.85 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 8,157 | 0.65 | 215 | 0.94 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 356,869 | -4.31 | 9,343 | -4.68 | ||||
| 2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 67,610 | 23.39 | 2 | -99.93 | ||||
| 2025-05-08 | 13F | HHM Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 12,060 | 0.00 | 317 | 0.32 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 1,549,123 | 36.76 | 40,742 | 36.87 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Freestate Advisors LLC | 12,913 | 340 | ||||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 742,923 | 11.84 | 19,539 | 11.93 | ||||
| 2025-07-24 | 13F | Drucker Wealth 3.0, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 71,444 | 14.66 | 1,879 | 14.72 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 392 | 10 | ||||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 658,661 | 77.47 | 17,323 | 77.61 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Bill Few Associates, Inc. | 47,071 | 0.91 | 1,238 | 0.98 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 8,647 | -64.84 | 227 | -64.86 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 12,516 | 32.25 | 329 | 32.66 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 30,329 | 40.87 | 798 | 41.06 | ||||
| 2025-07-30 | 13F | Smith Thornton Advisors LLC | 192,687 | -0.01 | 5,068 | 0.06 | ||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 308 | 8 | ||||||
| 2025-08-05 | 13F | Aurdan Capital Management, LLC | 30,786 | 0.06 | 810 | 0.12 | ||||
| 2025-08-14 | 13F | Sei Investments Co | 505,722 | 1,552.31 | 13,300 | 1,554.23 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 376,695 | 173.42 | 9,907 | 173.67 | ||||
| 2025-08-13 | 13F | Capital Group Private Client Services, Inc. | 18,827 | 20.58 | 495 | 20.73 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 128,855 | 41.88 | 3,389 | 41.99 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 9,813 | 139.11 | 0 | |||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 326,252 | 217,401.33 | 8,580 | 285,900.00 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 344,870 | 9,070 | ||||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 210,070 | 19.89 | 5,525 | 19.98 | ||||
| 2025-07-09 | 13F | Pines Wealth Management, LLC | 37,032 | 18.82 | 969 | 19.48 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 30,315 | 73.99 | 1 | |||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 56,897 | -3.21 | 1,496 | -3.11 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 46,793 | 32.03 | 1,231 | 32.12 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 12,296,282 | 31.09 | 323,392 | 31.19 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 1,192,570 | 7.88 | 31 | 6.90 | ||||
| 2025-07-18 | 13F | Panoramic Capital Partners, LLC | 586,898 | 15,365 | ||||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 43,320 | 91.23 | 1,139 | 91.43 | ||||
| 2025-07-29 | 13F | Werba Rubin Papier Wealth Management | 9,243 | 243 | ||||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 130,444 | 2.18 | 3,431 | 2.27 | ||||
| 2025-08-14 | 13F | Freedom Financial Partners LLC | 232,886 | 1.76 | 6,125 | 1.83 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 40,497 | 13.51 | 1,065 | 13.66 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 3,050 | 0.00 | 80 | 0.00 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 121,231 | -8.88 | 3,188 | -8.81 | ||||
| 2025-07-10 | 13F | American Financial Advisors, LLC | 878,099 | -2.90 | 23,094 | -2.83 | ||||
| 2025-05-09 | 13F | Delta Financial Group, Inc. | 33,195 | -3.92 | 1 | |||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 6,004 | 17.73 | 158 | 17.16 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 6,819 | 19,955.88 | 179 | |||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 584,325 | 7.84 | 15,368 | 7.92 | ||||
| 2025-07-16 | 13F | Spinnaker Investment Group, LLC | 773,624 | 10.78 | 20,346 | 10.87 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 189,609 | -1.36 | 4,987 | -1.29 | ||||
| 2025-07-17 | 13F | Venture Visionary Partners LLC | 11,434 | 301 | ||||||
| 2025-07-11 | 13F | AA Financial Advisors, LLC | 24,616 | 647 | ||||||
| 2025-07-29 | 13F | Morgan Dempsey Capital Management Llc | 5,622 | 15.80 | 148 | 15.75 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 89,177 | 36.33 | 2,345 | 36.42 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 1,504,689 | -0.82 | 39,578 | -0.74 | ||||
| 2025-05-15 | 13F | Smith, Moore & Co. | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Richmond Investment Services, LLC | 24,508 | 645 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 338,811 | 14.93 | 8,911 | 15.01 | ||||
| 2025-07-09 | 13F | Sunpointe, LLC | 13,764 | 362 | ||||||
| 2025-08-13 | 13F | M Holdings Securities, Inc. | 24,124 | 1 | ||||||
| 2025-07-28 | 13F | Eq Wealth Advisors, Llc | 11,138 | 18.44 | 293 | 18.22 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 2,375 | 39.71 | 62 | 40.91 | ||||
| 2025-07-11 | 13F | LongView Wealth Management | 53,120 | 30.10 | 1,397 | 30.32 | ||||
| 2025-07-17 | 13F | Johnson Bixby & Associates, LLC | 8,272 | 0.00 | 218 | 0.00 | ||||
| 2025-08-25 | 13F | Silverlake Wealth Management Llc | 7,909 | 208 | ||||||
| 2025-08-14 | 13F | Evergreen Wealth Solutions, LLC | 73,025 | 61.97 | 1,921 | 62.16 | ||||
| 2025-08-15 | 13F | Lantern Wealth Advisors, LLC | 8,679 | 228 | ||||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 99,188 | 26.58 | 2,609 | 26.66 | ||||
| 2025-07-15 | 13F | Hartmann Taylor Wealth Management, LLC | 12,546 | 58.55 | 330 | 58.94 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 340 | 0.29 | 9 | 0.00 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 195,948 | 13.63 | 5,153 | 13.73 | ||||
| 2025-08-06 | 13F | Cannon Financial Strategists, Inc. | 464,593 | 0.96 | 12,219 | 1.04 | ||||
| 2025-07-17 | 13F | Tempus Wealth Planning, LLC | 26,583 | 2.91 | 699 | 3.10 | ||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 28,298 | 744 | ||||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 9,731 | 256 | ||||||
| 2025-07-15 | 13F | Regatta Capital Group, Llc | 718,467 | 1.76 | 18,896 | 1.83 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 2,000 | 0.00 | 53 | 0.00 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 876,546 | 2.36 | 23,053 | 2.44 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 37,981 | 999 | ||||||
| 2025-08-07 | 13F | PFG Advisors | 12,967 | -7.92 | 341 | -7.84 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 6,013,104 | 8.34 | 158,145 | 8.42 | ||||
| 2025-07-28 | 13F | Keeler & Nadler Financial Planning & Wealth Management | 128,648 | -30.26 | 3,383 | -30.07 | ||||
| 2025-08-13 | 13F | Strategic Family Wealth Counselors, L.L.C. | 172,022 | 7.08 | 4,524 | 7.18 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 208,523 | -2.22 | 5,484 | -2.14 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 75,910 | 8.31 | 1,996 | 8.42 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 18,393 | 118.39 | 484 | 118.55 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 11,497 | 0.21 | 300 | -0.33 | ||||
| 2025-08-05 | 13F | Tsfg, Llc | 257,051 | 7 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 17,099 | 22.00 | 450 | 22.01 | ||||
| 2025-08-13 | 13F | Capital International Investors | 9,883,029 | 27.71 | 259,924 | 27.81 | ||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 500 | 13 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 1,203,357 | 269.76 | 31,648 | 270.07 | ||||
| 2025-07-22 | 13F | Orca Wealth Management, LLC | 9,735 | 0.85 | 256 | 1.19 | ||||
| 2025-08-14 | 13F | Keystone Financial Services, LLC | 162,251 | 6.12 | 4,267 | 6.22 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 32,320 | 83.24 | 850 | 83.59 | ||||
| 2025-07-03 | 13F | Arvest Investments, Inc. | 976 | 0.00 | 26 | 0.00 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 282,228 | 10.05 | 7,394 | 9.93 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 25,878 | 9.57 | 681 | 9.68 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 796,700 | 33.48 | 21 | 33.33 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 365 | 0.00 | 0 | |||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 5,300 | 23.26 | 139 | 23.01 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 14,635 | 116.40 | 385 | 116.95 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 1,044,671 | 50.44 | 27 | 50.00 | ||||
| 2025-07-31 | 13F | Future You Wealth Llc | 255,289 | 13.96 | 6,714 | 14.05 | ||||
| 2025-07-17 | 13F | Greenbush Financial Group, LLC | 351,514 | 7.32 | 9,245 | 7.40 | ||||
| 2025-07-23 | 13F | InTrack Investment Management Inc | 85,025 | 2,236 | ||||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 275,159 | 2,040.48 | 7,176 | 2,048.50 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 161 | 4 | ||||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 17,638 | 464 | ||||||
| 2025-07-31 | 13F | Richards, Merrill & Peterson, Inc. | 66,720 | 33.24 | 1,755 | 33.38 | ||||
| 2025-08-14 | 13F | Herold Advisors, Inc. | 8,679 | 228 | ||||||
| 2025-08-04 | 13F | Assetmark, Inc | 9,359 | 246 | ||||||
| 2025-07-18 | 13F | Truist Financial Corp | 61,167 | 35.88 | 1,609 | 36.04 | ||||
| 2025-07-30 | 13F/A | KPP Advisory Services LLC | 65,349 | -3.55 | 1,719 | -3.48 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 347,328 | 65.16 | 9,100 | 64.97 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 188,202 | 8.53 | 4,950 | 8.60 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 1,268,037 | 0.25 | 33,349 | 0.32 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 28,069 | -0.00 | 738 | 0.14 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 103,067 | 31.98 | 2,699 | 31.72 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 580,897 | -31.15 | 15,278 | -31.10 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 3,964 | 133.18 | 104 | 136.36 | ||||
| 2025-07-22 | 13F | Confluence Wealth Services, Inc. | 62,377 | 6.84 | 1,641 | 8.11 | ||||
| 2025-08-13 | 13F | Vermillion & White Wealth Management Group, LLC | 3,952 | 5.56 | 104 | 5.10 | ||||
| 2025-08-20 | NP | CGBL - Capital Group Core Balanced ETF Share Class | 9,798,204 | 28.17 | 257,693 | 28.27 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 55,369 | 480.33 | 1,456 | 482.40 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 10,927 | 16.12 | 282 | 13.77 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 22,246 | 31.15 | 585 | 31.46 | ||||
| 2025-07-07 | 13F | Peterson Wealth Advisors, LLC | 7,614 | 200 | ||||||
| 2025-07-30 | 13F | Brookstone Capital Management | 21,382 | -50.24 | 562 | -50.22 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 20,904 | 2.30 | 550 | 2.43 | ||||
| 2025-07-24 | 13F | Endeavor Private Wealth, Inc. | 114,217 | 27.62 | 3,004 | 27.73 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 67,940 | -3.76 | 1,787 | -3.72 | ||||
| 2025-07-09 | 13F | Fiduciary Alliance LLC | 122,871 | 3,232 | ||||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 10,847 | 32.73 | 285 | 33.18 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 98,394 | 38.10 | 2,588 | 38.19 | ||||
| 2025-07-09 | 13F | Southern Style Financial, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 34,112 | 18.05 | 897 | 18.18 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 3,576,899 | 28.00 | 94,072 | 28.10 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 3,504,539 | 32.04 | 92,169 | 32.14 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 23,496 | -0.99 | 618 | -0.96 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 1,085 | 0.00 | 29 | 0.00 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 16,213 | 13.46 | 426 | 13.60 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 11,695 | 0.78 | 308 | 0.99 |
