Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Invesco Exchange-Traded Fund Trust - Invesco RAFI US 1500 Small-Mid ETF meliputi Modern Wealth Management, LLC, Breakwater Capital Group, Benjamin Edwards Inc, Glenmede Investment Management, LP, Aqr Capital Management Llc, Johnson Investment Counsel Inc, Congress Wealth Management LLC / DE /, Merit Financial Group, LLC, Intellus Advisors LLC, Impact Capital Partners LLC, Avidian Wealth Solutions, LLC, RMG Wealth Management LLC, Atlantic Union Bankshares Corp, Harbor Asset Planning, Inc., FFOX - FundX Future Fund Opportunities ETF, Hantz Financial Services, Inc., Mogy Joel R Investment Counsel Inc, Skopos Labs, Inc., Crewe Advisors LLC, dan Private Wealth Management Group, LLC .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | GWM Advisors LLC | 929 | 22.56 | 38 | 32.14 | ||||
| 2025-07-30 | 13F | Arbor Investment Advisors, LLC | 898,927 | 1.57 | 36,559 | 9.12 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 6,960 | 0.20 | 283 | 8.02 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 2,425 | 155.26 | 99 | 180.00 | ||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 391 | 0.26 | 16 | 7.14 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 1,732 | 66.54 | 66 | 51.16 | ||||
| 2025-07-24 | 13F | Financial Connections Group, Inc. | 85 | 0 | ||||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 4,675 | 0.54 | 190 | 7.95 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 9,752 | 2.91 | 369 | -6.35 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 20,614 | 1.36 | 838 | 8.83 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 125,512 | 1.92 | 5,105 | 9.48 | ||||
| 2025-07-23 | 13F | RMG Wealth Management LLC | 2,858 | 120 | ||||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 6,461 | 10.50 | 263 | 18.55 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 1,158,308 | 6.87 | 47,108 | 14.80 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 53,048 | 2,157 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-14 | 13F | Abound Wealth Management | 911 | 0.22 | 37 | 8.82 | ||||
| 2025-07-17 | 13F | Johnson & White Wealth Management, LLC | 231,883 | 1.00 | 9 | 12.50 | ||||
| 2025-07-10 | 13F | Mogy Joel R Investment Counsel Inc | 485 | 20 | ||||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 41,166 | 15.79 | 1,763 | 33.86 | ||||
| 2025-08-12 | 13F | Waddell & Associates, Llc | 18,725 | 7.30 | 762 | 15.30 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 5,390 | 219 | ||||||
| 2025-08-13 | 13F | Northern Trust Corp | 16,455 | 74.50 | 669 | 87.39 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 258,427 | 1.83 | 11 | 11.11 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 265,330 | 3,737.02 | 10,791 | 4,034.10 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 3,835 | 99.74 | 156 | 115.28 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 16,602 | 13.81 | 675 | 22.28 | ||||
| 2025-07-17 | 13F | Charles Schwab Trust Co | 120,064 | 67.05 | 4,883 | 79.46 | ||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 1,624 | 38.92 | 66 | 50.00 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 13,846 | 47.86 | 563 | 59.04 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 15,372 | 5.27 | 625 | 13.22 | ||||
| 2025-08-11 | 13F | Bell Investment Advisors, Inc | 35,954 | 370.60 | 1,462 | 405.88 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 6,967 | 283 | ||||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 8,745 | 50.13 | 0 | |||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 275 | 11 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 31,978 | 4.87 | 1,301 | 12.65 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 217,953 | 4.02 | 8,864 | 11.75 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 3,776 | 36.12 | 154 | 33.04 | ||||
| 2025-07-09 | 13F | Efficient Frontier Advisors LLC | 7,762 | 0.26 | 328 | 5.13 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 4,640 | 29.03 | 189 | 38.24 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 7,665 | 14.30 | 0 | |||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 16,025 | 25.17 | 652 | 34.50 | ||||
| 2025-08-18 | 13F | Pacific Center for Financial Services | 20,612 | 0.11 | 838 | 7.57 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 131,896 | 0.92 | 5,364 | 8.41 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 5,299 | 216 | ||||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 1,587 | 65 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 1,574 | 61.27 | 64 | 72.97 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 13,106 | 1,804.94 | 533 | 393.52 | ||||
| 2025-07-29 | 13F | Private Wealth Management Group, LLC | 183 | 7 | ||||||
| 2025-07-31 | 13F | Whipplewood Advisors, LLC | 29,964 | 71,242.86 | 1,219 | 17.12 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 5,908 | 27.77 | 240 | 37.14 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 39,395 | 26.87 | 1,602 | 36.34 | ||||
| 2025-08-05 | 13F | Aviance Capital Partners, LLC | 10,172 | 0.04 | 414 | 7.55 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 14,878 | 91.92 | 605 | 106.48 | ||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 254,551 | 58.75 | 10,353 | 70.54 | ||||
| 2025-07-22 | 13F | Three Bridge Wealth Advisors, LLC | 246,465 | 28.06 | 10,024 | 37.57 | ||||
| 2025-07-14 | 13F | Sound Stewardship, LLC | 78,085 | 2.79 | 3,176 | 10.43 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 5,493 | 21.39 | 223 | 30.41 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1,034,412 | 1.28 | 42,070 | 8.80 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 1,323 | 32.96 | 54 | 43.24 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 11,402 | 0.04 | 464 | 7.42 | ||||
| 2025-07-25 | 13F | Lion Street Advisors, LLC | 31,426 | 19.04 | 1,278 | 27.93 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 18,568 | 755 | ||||||
| 2025-07-08 | 13F | Advance Capital Management, Inc. | 13,503 | 0.24 | 549 | 7.86 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 16,261 | 4.76 | 661 | 12.61 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 4,961 | 202 | ||||||
| 2025-08-07 | 13F | PFG Advisors | 48,364 | 11.94 | 1,967 | 20.24 | ||||
| 2025-07-15 | 13F | Traction Financial Partners, LLC | 103,613 | 0.59 | 4,214 | 8.05 | ||||
| 2025-07-15 | 13F | Sightline Wealth Advisors, LLC | 5,796 | 0.26 | 236 | 7.80 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 41,892 | 2.50 | 1,738 | 12.28 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 254,886 | 1.70 | 10,366 | 9.25 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 1,799 | 47.70 | 73 | 58.70 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 839,499 | 15.37 | 34,143 | 23.93 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 515 | 0 | ||||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 22,770 | 298.98 | 926 | 328.70 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 94,787 | 3.31 | 3,855 | 10.97 | ||||
| 2025-08-14 | 13F | Bragg Financial Advisors, Inc | 10,910 | 20.42 | 444 | 29.15 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 131,922 | 1.63 | 5,365 | 9.18 | ||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 682,516 | 1.77 | 27,758 | 9.33 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 592 | 463.81 | 24 | 700.00 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 11,661 | 474 | ||||||
| 2025-07-09 | 13F | GSG Advisors LLC | 39,749 | 0.11 | 1,617 | 13.24 | ||||
| 2025-07-16 | 13F | Prairiewood Capital, LLC | 9,994 | 0.87 | 406 | 8.27 | ||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 14,628 | 0.18 | 554 | -8.90 | ||||
| 2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 5,485 | 223 | ||||||
| 2025-07-15 | 13F | North Star Investment Management Corp. | 241 | 0.42 | 10 | 0.00 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 238 | 10 | ||||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 250 | 10 | ||||||
| 2025-07-08 | 13F | Rise Advisors, LLC | 169 | 0.60 | 7 | 0.00 | ||||
| 2025-07-29 | 13F | BKD Wealth Advisors, LLC | 27,797 | 0.03 | 1,131 | 7.41 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 1,732 | 70 | ||||||
| 2025-08-12 | 13F | Intellus Advisors LLC | 5,165 | 210 | ||||||
| 2025-07-15 | 13F | Verum Partners LLC | 146,392 | 96.24 | 5,954 | 110.80 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 543,852 | 7.50 | 22,118 | 15.47 | ||||
| 2025-07-31 | 13F | GenTrust, LLC | 5,005 | 204 | ||||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 2,648 | 17.01 | 108 | 25.88 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 31,461 | 45.92 | 1,279 | 56.55 | ||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 13,178 | 0.02 | 536 | 7.43 | ||||
| 2025-07-09 | 13F | Breakwater Capital Group | 51,579 | 2,098 | ||||||
| 2025-08-27 | NP | FFOX - FundX Future Fund Opportunities ETF | 1,350 | 55 | ||||||
| 2025-07-23 | 13F | Sachetta, LLC | 1,098 | 0.27 | 45 | 7.32 | ||||
| 2025-08-13 | 13F | M Holdings Securities, Inc. | 27,390 | 1 | ||||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 297,148 | 0.58 | 12,085 | 8.05 | ||||
| 2025-07-02 | 13F | Boston Standard Wealth Management, LLC | 44,623 | 8.17 | 1,815 | 15.38 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 12,200 | 496 | ||||||
| 2025-07-18 | 13F | Impact Capital Partners LLC | 5,039 | 205 | ||||||
| 2025-07-31 | 13F | Brighton Jones Llc | 25,811 | 6.26 | 1,050 | 14.15 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 1,564 | 0.06 | 64 | -3.08 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 8,170 | 0.09 | 332 | 7.44 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 167,645 | 2.66 | 6,818 | 10.29 | ||||
| 2025-07-28 | 13F | Arlington Financial Advisors, LLC | 164,608 | 1.88 | 6,695 | 9.43 | ||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 10,925 | 444 | ||||||
| 2025-08-05 | 13F | Huntington National Bank | 85 | 7.59 |
