Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Capital Group Fixed Income ETF Trust - Capital Group U.S. Multi-Sector Income ETF meliputi Capital Advantage, Inc., Beacon Pointe Advisors, LLC, Goldman Sachs Group Inc, Rockefeller Capital Management L.P., Creekmur Asset Management LLC, NWF Advisory Services Inc., RPg Family Wealth Advisory, LLC, Fiduciary Alliance LLC, Wellington Capital Management, Inc., Oak Hill Wealth Advisors, Llc, Stratos Wealth Partners, LTD., Gotham Asset Management, LLC, Impact Partnership Wealth, LLC, Bridgewealth Advisory Group, LLC, Venture Visionary Partners LLC, EverSource Wealth Advisors, LLC, Regatta Capital Group, Llc, Freestate Advisors LLC, Lantern Wealth Advisors, LLC, dan Herold Advisors, Inc. .
Halaman ini menunjukkan perubahan dalam struktur kepemilikan dengan mencantumkan lembaga, dana, dan pemegang saham utama yang telah meningkatkan kepemilikan mereka atau membuka posisi baru pada periode pelaporan terakhir. Baris berwarna hijau menunjukkan posisi baru. Klik tautan ikon untuk melihat riwayat transaksi selengkapnya.
Tingkatkan ke versi premium untuk membuka data premium.
| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 1,768,762 | 30.24 | 48,855 | 31.77 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 85,299 | 306.42 | 2,356 | 311.71 | ||||
| 2025-07-11 | 13F | Bouvel Investment Partners, LLC | 219,457 | 1.42 | 6,061 | 0.63 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 96,350 | 10.94 | 2,661 | 12.23 | ||||
| 2025-07-17 | 13F | Venture Visionary Partners LLC | 12,612 | 348 | ||||||
| 2025-07-23 | 13F | Seamount Financial Group Inc | 58,366 | 4.03 | 1,612 | 5.29 | ||||
| 2025-07-16 | 13F | Novem Group | 114,748 | 2.79 | 3,169 | 4.00 | ||||
| 2025-08-05 | 13F | Fullcircle Wealth Llc | 130,658 | 3.73 | 3,609 | 5.37 | ||||
| 2025-08-07 | 13F | Winch Advisory Services, LLC | 741,436 | 1.17 | 20,478 | 2.35 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 28,749 | 794 | ||||||
| 2025-07-02 | 13F | Crumly & Associates Inc. | 203,641 | 9.28 | 5,625 | 10.56 | ||||
| 2025-07-18 | 13F | Cooper Financial Group | 12,894 | 1.41 | 356 | 2.59 | ||||
| 2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 389,717 | 87.31 | 10,764 | 89.49 | ||||
| 2025-08-14 | 13F | UBS Group AG | 2,362,552 | 11.62 | 65,254 | 12.92 | ||||
| 2025-07-11 | 13F | Bond & Devick Financial Network, Inc. | 237,164 | 3.14 | 6,550 | 4.35 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 22,884 | 4.46 | 632 | 5.69 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 40,026 | 4.52 | 1,106 | 5.74 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 360,665 | 20.05 | 9,962 | 21.46 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 23,623 | 59.25 | 652 | 61.39 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 90,195 | 0.02 | 2,491 | 1.22 | ||||
| 2025-07-23 | 13F | WESPAC Advisors, LLC | 32,239 | 15.51 | 890 | 16.95 | ||||
| 2025-07-24 | 13F | MFA Wealth Services | 69,744 | 4.63 | 1,926 | 5.88 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 148,581 | 197.78 | 4,104 | 201.25 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 478 | 13 | ||||||
| 2025-08-12 | 13F | Lodestone Wealth Management LLC | 75,951 | 0.81 | 2,098 | 1.99 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 428,134 | 11,825 | ||||||
| 2025-08-11 | 13F | Inspire Advisors, LLC | 57,332 | 1.96 | 1,584 | 3.13 | ||||
| 2025-07-11 | 13F | Capital Advantage, Inc. | 2,108,316 | 58,232 | ||||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 7,400 | 204 | ||||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 82,144 | 58.25 | 2,269 | 60.06 | ||||
| 2025-07-29 | 13F | Balboa Wealth Partners | 12,024 | 22.05 | 332 | 23.88 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 13,052 | 8.01 | 360 | 9.42 | ||||
| 2025-07-22 | 13F | Oak Hill Wealth Advisors, Llc | 51,123 | 1,406 | ||||||
| 2025-07-17 | 13F | Tempus Wealth Planning, LLC | 24,845 | 1.76 | 686 | 3.00 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 148,965 | 85.09 | 4,114 | 87.26 | ||||
| 2025-07-11 | 13F | LongView Wealth Management | 84,352 | 26.45 | 2,330 | 27.90 | ||||
| 2025-08-15 | 13F | Lantern Wealth Advisors, LLC | 10,059 | 278 | ||||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 114,237 | 7.55 | 3,155 | 8.83 | ||||
| 2025-08-13 | 13F | RPg Family Wealth Advisory, LLC | 140,717 | 3,887 | ||||||
| 2025-08-12 | 13F | NWF Advisory Services Inc. | 178,762 | 4,880 | ||||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 22,070 | 43.08 | 610 | 44.66 | ||||
| 2025-08-12 | 13F | Barnes Pettey Financial Advisors, Llc | 16,250 | 16.05 | 449 | 17.28 | ||||
| 2025-08-14 | 13F | Clg Llc | 47,423 | 7.38 | 1,310 | 8.63 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 871,108 | 13.94 | 24,060 | 15.28 | ||||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 29,430 | 813 | ||||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 200,142 | 56.53 | 5,543 | 58.46 | ||||
| 2025-07-10 | 13F | Kmg Fiduciary Partners, Llc | 355,666 | 11.76 | 9,824 | 13.06 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 251,692 | 19.90 | 6,952 | 21.31 | ||||
| 2025-08-12 | 13F | BlueStem Wealth Partners, LLC | 747,841 | 6.05 | 20,655 | 7.30 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 141,617 | 12.10 | 3,911 | 13.43 | ||||
| 2025-07-29 | 13F | Carmel Capital Partners, LLC | 215,493 | 8.74 | 5,952 | 10.02 | ||||
| 2025-07-14 | 13F | Main Line Retirement Advisors, LLC | 312,403 | 4.52 | 8,629 | 5.75 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 52,367 | 0.51 | 1,446 | 1.69 | ||||
| 2025-07-30 | 13F | TFB Advisors LLC | 7,502 | 207 | ||||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 177,100 | 56.25 | 4,892 | 58.08 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 13,870 | 0.27 | 383 | 1.59 | ||||
| 2025-08-18 | 13F/A | Kestra Investment Management, LLC | 59,114 | 20.92 | 1,633 | 22.34 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 3,223 | 1.42 | 89 | 3.49 | ||||
| 2025-07-31 | 13F | CAP Partners, LLC | 22,091 | 2.24 | 610 | 3.57 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 2,150,804 | 4.87 | 59,406 | 6.10 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 34,432 | 53.17 | 951 | 55.14 | ||||
| 2025-07-15 | 13F | Regatta Capital Group, Llc | 10,245 | 283 | ||||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 11,150 | 0.70 | 308 | 1.66 | ||||
| 2025-08-04 | 13F | Bridgewealth Advisory Group, LLC | 17,007 | 470 | ||||||
| 2025-07-03 | 13F | TrueWealth Advisors, LLC | 779,709 | 6.32 | 21,536 | 7.57 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 107,461 | 1.97 | 2,968 | 3.16 | ||||
| 2025-08-07 | 13F | PFG Advisors | 30,400 | 1.64 | 840 | 2.82 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 288,712 | 7,974 | ||||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 331,757 | 9,163 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 17,001 | 52.01 | 470 | 53.77 | ||||
| 2025-08-13 | 13F | Strategic Family Wealth Counselors, L.L.C. | 183,258 | 17.43 | 5,062 | 18.80 | ||||
| 2025-07-16 | 13F | Midwest Heritage Bank, FSB | 10,871 | 34.16 | 300 | 35.75 | ||||
| 2025-08-06 | 13F | Souders Financial Advisors | 332,556 | 6.79 | 9,185 | 8.05 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 177,141 | 4.95 | 4,893 | 6.16 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 689,032 | 1.50 | 19,031 | 2.69 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 5,005 | 88.65 | 138 | 91.67 | ||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 14,070 | 1.04 | 389 | 2.11 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 398,486 | 4.55 | 11,006 | 5.78 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 20,444 | 7.76 | 565 | 9.09 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 4,091 | 38.26 | 113 | 41.25 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 271,768 | 4.41 | 7,506 | 5.63 | ||||
| 2025-08-12 | 13F | Marshall & Sterling Wealth Advisors Inc. | 584 | 12.09 | 16 | 14.29 | ||||
| 2025-07-22 | 13F | Olistico Wealth, LLC | 1,947 | 18.86 | 54 | 20.45 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 121,889 | 28.84 | 3,367 | 30.36 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 33,465 | 7.83 | 924 | 9.09 | ||||
| 2025-07-25 | 13F | Transcendent Capital Group LLC | 69,788 | 3.25 | 1,928 | 4.44 | ||||
| 2025-07-14 | 13F | Opal Wealth Advisors, LLC | 7,336 | 0.81 | 203 | 2.02 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 18,189 | 17.05 | 502 | 18.40 | ||||
| 2025-08-13 | 13F | Capital International Investors | 122,892 | 33.73 | 3,394 | 35.33 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 70,190 | 28.90 | 1,939 | 30.42 | ||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 347,002 | 0.77 | 9,584 | 1.95 | ||||
| 2025-07-24 | 13F | MSH Capital Advisors LLC | 17,791 | 35.46 | 491 | 37.15 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 741,908 | 2.65 | 20,491 | 3.86 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 2,690,563 | 18.97 | 74,313 | 20.37 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 36,137 | 8.00 | 998 | 9.31 | ||||
| 2025-08-08 | 13F | Security Financial Services, INC. | 7,471 | 206 | ||||||
| 2025-08-13 | 13F | Argyle Capital Partners, LLC | 28,240 | 29.00 | 780 | 30.49 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 1,825,546 | 0.40 | 50,403 | 1.54 | ||||
| 2025-08-14 | 13F | Comerica Bank | 15,348 | 23.36 | 424 | 24.78 | ||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 58,706 | 3.04 | 1,621 | 4.24 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 424,123 | 7.88 | 11,663 | 8.66 | ||||
| 2025-07-16 | 13F | Freestate Advisors LLC | 10,068 | 278 | ||||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 514,219 | 13.85 | 14,203 | 15.19 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 56,107 | 1,550 | ||||||
| 2025-08-14 | 13F | Keystone Financial Services, LLC | 113,482 | 4.40 | 3,134 | 5.63 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 16,348 | 9.17 | 452 | 10.54 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 9,300 | 18.47 | 257 | 19.63 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 8,244 | 174.80 | 228 | 180.25 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 256,056 | 5,070.76 | 7,072 | 5,138.52 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 147,583 | 24.98 | 4,076 | 26.47 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 2,400,798 | 13.21 | 66 | 15.79 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 145,898 | 19.74 | 4 | 33.33 | ||||
| 2025-08-06 | 13F | Financial Advisory Corp /ut/ /adv | 52,720 | 5.94 | 1 | 0.00 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 8,032 | 222 | ||||||
| 2025-08-14 | 13F | Betterment LLC | 320,413 | 1.06 | 9 | 0.00 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 893,794 | 18.60 | 25 | 20.00 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 26,589 | 22.07 | 734 | 23.57 | ||||
| 2025-07-23 | 13F | Element Wealth, LLC | 50,022 | 18.45 | 1,382 | 19.88 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 503 | 14 | ||||||
| 2025-07-31 | 13F | Richards, Merrill & Peterson, Inc. | 46,804 | 43.82 | 1,293 | 45.50 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 22,480 | 63.42 | 614 | 63.47 | ||||
| 2025-07-11 | 13F | Skyline Advisors, Inc. | 481,421 | 1.77 | 13,297 | 2.96 | ||||
| 2025-07-29 | 13F | Uhlmann Price Securities, Llc | 22,637 | 93.48 | 625 | 95.92 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 11,284 | 312 | ||||||
| 2025-08-05 | 13F | Aurdan Capital Management, LLC | 17,571 | 4.75 | 485 | 6.13 | ||||
| 2025-08-14 | 13F | Herold Advisors, Inc. | 10,059 | 278 | ||||||
| 2025-07-28 | 13F | Rosenberg Matthew Hamilton | 825 | 1,061.97 | 23 | 2,100.00 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 112,270 | 140.56 | 3,101 | 143.33 | ||||
| 2025-08-18 | 13F | Wellington Capital Management, Inc. | 74,041 | 1 | ||||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 32,957 | 13.96 | 1 | |||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 1,332,030 | 14.62 | 37 | 16.13 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 67,256 | 36.99 | 1,831 | 36.64 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 113,391 | 37.70 | 3,132 | 39.28 | ||||
| 2025-07-22 | 13F | Confluence Wealth Services, Inc. | 216,749 | 0.16 | 5,987 | 3.06 | ||||
| 2025-08-13 | 13F | Capital Group Private Client Services, Inc. | 407,629 | 391.42 | 11,259 | 397.26 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 49,114 | 0.62 | 1,357 | 1.80 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 4,551 | 67.62 | 126 | 68.92 | ||||
| 2025-07-24 | 13F | Von Berge Wealth Management Group, LLC | 63,478 | 44.27 | 1,756 | 47.48 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 5,727 | 118.50 | 158 | 122.54 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 1,835 | 0 | ||||||
| 2025-07-25 | 13F | M.e. Allison & Co., Inc. | 25,880 | 71.93 | 715 | 74.15 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 840,932 | 18.62 | 23,126 | 19.48 | ||||
| 2025-07-17 | 13F | Centennial Wealth Advisory LLC | 146,061 | 145.86 | 4,030 | 148.55 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 929,285 | 441.89 | 26 | 525.00 | ||||
| 2025-08-12 | 13F | Entruity Wealth, LLC | 184,650 | 11.43 | 5,100 | 12.76 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 2,779,290 | 13.13 | 76,764 | 14.46 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 1,240,773 | 25.22 | 34,270 | 26.68 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 266,691 | 7,366 | ||||||
| 2025-08-04 | 13F | Cottage Street Advisors LLC | 42,928 | 1.39 | 1,186 | 2.60 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 8,332 | 230 | ||||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 193,473 | 9.08 | 5,344 | 10.35 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 1,723 | 54.81 | 48 | 56.67 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 42,904 | 1,185 | ||||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 11,342 | 11.27 | 313 | 12.59 | ||||
| 2025-07-09 | 13F | Pines Wealth Management, LLC | 28,921 | 20.73 | 799 | 26.47 | ||||
| 2025-07-28 | 13F | Eq Wealth Advisors, Llc | 483,678 | 13.86 | 13,359 | 15.20 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 9,943,155 | 21.63 | 274,630 | 23.05 | ||||
| 2025-07-10 | 13F | SK Wealth Management, LLC | 44,929 | 14.85 | 1,240 | 18.79 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 22,482 | 52.47 | 621 | 54.23 | ||||
| 2025-07-09 | 13F | Fiduciary Alliance LLC | 117,756 | 3,252 | ||||||
| 2025-08-06 | 13F | Mascagni Wealth Management, Inc. | 74,162 | 14.05 | 2,048 | 15.38 | ||||
| 2025-08-13 | 13F | Vermillion & White Wealth Management Group, LLC | 3,329 | 6.46 | 92 | 7.06 | ||||
| 2025-07-24 | 13F | Endeavor Private Wealth, Inc. | 56,640 | 31.35 | 1,564 | 32.88 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 204,377 | 8.93 | 5,645 | 10.19 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 79,125 | 41.60 | 2,185 | 43.28 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 15,213 | 84.29 | 420 | 86.67 | ||||
| 2025-07-07 | 13F | TruWealth Advisors, LLC | 697,947 | 14.22 | 19,277 | 15.56 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 188,553 | 21.57 | 5,208 | 22.98 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 78,638 | 1.51 | 2,172 | 2.70 | ||||
| 2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 105,399 | 9.63 | 2,911 | 11.02 | ||||
| 2025-08-04 | 13F | Impact Partnership Wealth, LLC | 18,676 | 516 | ||||||
| 2025-07-16 | 13F | ORG Partners LLC | 7,610 | 409.37 | 210 | 425.00 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 643,841 | 8.66 | 17,783 | 9.94 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 13,250 | 14.64 | 366 | 15.87 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 11,329 | 10.35 | 313 | 11.43 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 654,276 | 111.55 | 18,071 | 114.04 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 18,955 | 6.29 | 524 | 7.61 | ||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 1,853 | 59.60 | 51 | 64.52 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 4,244,651 | 16.71 | 117,237 | 18.08 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 94 | 1.08 | 3 | 0.00 |
