Grundläggande statistik
| Institutionella ägare | 345 total, 345 long only, 0 short only, 0 long/short - change of −1,42% MRQ |
| Genomsnittlig portföljallokering | 0.4719 % - change of −1,39% MRQ |
| Institutionella aktier (lång) | 20 983 439 (ex 13D/G) - change of 0,44MM shares 2,13% MRQ |
| Institutionellt värde (lång) | $ 2 404 956 USD ($1000) |
Institutionellt ägande och aktieägare
iShares, Inc. - iShares MSCI Global Min Vol Factor ETF (US:ACWV) har 345 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 20,983,439 aktier. Största aktieägare inkluderar Sei Investments Co, Aspiriant, Llc, Manufacturers Life Insurance Company, The, BlackRock, Inc., Bank Of America Corp /de/, LPL Financial LLC, RMEAX - Aspiriant Risk-Managed Equity Allocation Fund Advisor Shares, UBS Group AG, JIBOX - Multi-Index Lifestyle Balanced Portfolio Class 1, and Morgan Stanley .
iShares, Inc. - iShares MSCI Global Min Vol Factor ETF (BATS:ACWV) Institutionell ägarstruktur visar institutioners och fonders nuvarande positioner i företaget, samt de senaste förändringarna i positionernas storlek. Större aktieägare kan vara enskilda investerare, fonder, hedgefonder eller institutioner. Bilaga 13D visar att investeraren äger (eller ägde) mer än 5% av företaget och avser (eller avsåg) att aktivt eftersträva en förändring av affärsstrategin. Schedule 13G indikerar en passiv investering på över 5%.
The share price as of September 22, 2025 is 119,30 / share. Previously, on September 23, 2024, the share price was 114,24 / share. This represents an increase of 4,43% over that period.
Fondsentimentets poäng
Fondsentimentet poängen(fka Ägarackumulation-poäng) visar vilka aktier som är mest köpta av fonder. Det är resultatet av en sofistikerad kvantitativ flerfaktormodell som identifierar företag med de högsta nivåerna av institutionell ackumulering. Poängsättningsmodellen använder en kombination av den totala ökningen av redovisade ägare, förändringarna i portföljallokeringarna för dessa ägare och andra mått. Siffran sträcker sig från 0 till 100, där högre siffror indikerar en högre nivå av ackumulering i förhållande till sina konkurrenter, och 50 är genomsnittet.
Uppdateringsfrekvens: Dagligen
Se Ownership Explorer, som innehåller en lista över de högst rankade företagen.
AI+ Ask Fintel’s AI assistant about iShares, Inc. - iShares MSCI Global Min Vol Factor ETF.
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Institutionell sälj/köp-kvot
Förutom att rapportera vanliga eget kapital- och skuldemissioner måste institutioner med mer än 100MM tillgångar under förvaltning också avslöja sina innehav av sälj- och köpoptioner. Eftersom säljoptioner i allmänhet indikerar ett negativt sentiment och köpoptioner indikerar ett positivt sentiment, kan vi få en uppfattning om det övergripande institutionella sentimentet genom att plotta förhållandet mellan säljoptioner och köpoptioner. Diagrammet till höger visar det historiska förhållandet mellan sälj- och köpoptioner för detta instrument.
Genom att använda sälj/köp-kvoten som en indikator på aktieägarnas sentiment undviker man en av de största bristerna med att använda det totala institutionella ägandet, nämligen att en betydande del av de förvaltade tillgångarna investeras passivt för att följa index. Passivt förvaltade fonder köper vanligtvis inte optioner, så indikatorn för sälj/köp-kvoten ger en bättre bild av stämningen i aktivt förvaltade fonder.
13F- och NPORT-arkiveringar
Detaljer om 13F-arkiveringar är gratis. Detaljer om NP-arkiveringar kräver ett premiummedlemskap. Gröna rader indikerar nya positioner. Röda rader indikerar stängda positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
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| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 2 349 | −0,51 | 279 | 1,46 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 97 552 | 3,45 | 11 591 | 5,63 | ||||
| 2025-07-08 | 13F | Arlington Trust Co LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Cvfg Llc | 2 731 | 0,55 | 324 | 2,22 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 464 | 0,00 | 0 | |||||
| 2025-05-02 | 13F | Sigma Planning Corp | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-13 | 13F | Keystone Financial Group | 3 359 | 1,21 | 398 | 3,11 | ||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 3 539 | −4,99 | 420 | −3,23 | ||||
| 2025-07-16 | 13F | Independent Wealth Network Inc. | 1 892 | −3,96 | 224 | −2,18 | ||||
| 2025-07-29 | 13F | Portland Financial Advisors Inc | 12 154 | −1,52 | 1 441 | 0,35 | ||||
| 2025-08-08 | 13F | Fiera Capital Corp | 67 230 | 0,82 | 7 971 | 2,73 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 16 386 | 20,81 | 1 943 | 23,07 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 13 299 | 0,37 | 1 577 | 2,27 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 364 | 0,00 | 43 | 2,38 | ||||
| 2025-07-18 | 13F | BSW Wealth Partners | 2 302 | 0,00 | 273 | 1,87 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 2 199 | 17,78 | 261 | 19,82 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 88 855 | 14,75 | 10 536 | 16,93 | ||||
| 2025-07-15 | 13F | Accurate Wealth Management, LLC | 2 225 | 0,54 | 262 | 4,38 | ||||
| 2025-04-28 | 13F | Pinnacle Financial Partners Inc | 9 468 | 0,00 | 1 102 | 6,58 | ||||
| 2025-07-25 | 13F | Ackerman Capital Advisors, LLC | 142 790 | 30,22 | 16 931 | 32,69 | ||||
| 2025-08-14 | 13F | Fmr Llc | 34 886 | −76,09 | 4 136 | −75,64 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 433 | −9,79 | 51 | −7,27 | ||||
| 2025-08-08 | 13F | WP Advisors, LLC | 2 358 | 1,03 | 280 | 2,95 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 12 874 | 0,79 | 2 | 0,00 | ||||
| 2025-08-11 | 13F | Landaas & Co /wi /adv | 4 575 | 2,86 | 542 | 4,63 | ||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 2 060 | −0,29 | 244 | 1,67 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 627 | 0,00 | 74 | 2,78 | ||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-07 | 13F | PFG Advisors | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 2 639 | 313 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 35 379 | 0,17 | 4 195 | 2,04 | ||||
| 2025-08-12 | 13F | JMG Financial Group, Ltd. | 1 904 | 226 | ||||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 5 762 | −1,44 | 683 | 0,44 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Aspetuck Financial Management LLC | 4 670 | 0,00 | 554 | 1,84 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 663 248 | 1,79 | 78 641 | 3,72 | ||||
| 2025-07-24 | 13F | Eastern Bank | 3 172 | 0,00 | 376 | 1,90 | ||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Aspiriant, Llc | 2 415 137 | −1,40 | 286 363 | 0,47 | ||||
| 2025-08-04 | 13F | Center for Financial Planning, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 2 343 | 278 | ||||||
| 2025-07-22 | 13F | Old National Bancorp /in/ | 36 241 | 61,31 | 4 297 | 64,38 | ||||
| 2025-07-23 | 13F | Asset Planning Corporation | 2 372 | 0,00 | 281 | 1,81 | ||||
| 2025-08-13 | 13F | Holos Integrated Wealth LLC | 1 072 | 0,00 | 127 | 1,61 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - Equitable Moderate Growth MF/ETF Portfolio Class K | 18 060 | 1,69 | 2 141 | 3,63 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 22 | 4,76 | 3 | 0,00 | ||||
| 2025-07-21 | 13F | Credential Qtrade Securities Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-25 | 13F | Tranquility Partners, LLC | 2 669 | 0,00 | 316 | 1,94 | ||||
| 2025-08-12 | 13F | Boreal Capital Management LLC | 800 | 95 | ||||||
| 2025-08-13 | 13F | Northern Trust Corp | 3 904 | −48,11 | 463 | −47,20 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 86 106 | −0,95 | 10 210 | 0,92 | ||||
| 2025-08-12 | 13F | Summit Global Investments | 7 052 | −33,18 | 1 | −100,00 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 168 725 | −21,87 | 20 006 | −20,40 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 4 960 | 0,59 | 588 | 3,16 | ||||
| 2025-08-14 | 13F | Alliancebernstein L.p. | 69 293 | 0,13 | 8 216 | 2,02 | ||||
| 2025-08-13 | 13F | Colonial Trust Advisors | 1 000 | 0,00 | 119 | 1,72 | ||||
| 2025-07-29 | NP | JRTGX - Multi-Index 2030 Lifetime Portfolio Class 1 | 244 211 | 6,08 | 28 900 | 9,13 | ||||
| 2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 2 981 | 353 | ||||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 30 257 | 18,33 | 3 588 | 20,57 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 6 001 | 0,00 | 712 | 1,86 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 3 460 | −6,46 | 410 | −4,65 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 670 | 0,00 | 79 | 2,60 | ||||
| 2025-07-23 | 13F | BankPlus Trust Department | 52 | 0,00 | 6 | 0,00 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 2 400 | −46,67 | 285 | −45,70 | |||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 50 103 | 110,28 | 5 941 | 114,29 | ||||
| 2025-08-27 | NP | RMEAX - Aspiriant Risk-Managed Equity Allocation Fund Advisor Shares | 612 100 | 0,00 | 72 577 | 1,89 | ||||
| 2025-08-13 | 13F | West Family Investments, Inc. | 5 169 | 0,00 | 779 | 1,83 | ||||
| 2025-07-23 | 13F | Joel Isaacson & Co., LLC | 2 243 | 0,00 | 266 | 1,53 | ||||
| 2025-08-07 | 13F | Rathbone Brothers plc | 2 746 | 1,44 | 326 | 3,17 | ||||
| 2025-05-14 | 13F | Orion Portfolio Solutions, LLC | 2 937 | 0,00 | 321 | 0,00 | ||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 103 | 0,00 | 12 | 9,09 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 407 | 0,00 | 0 | |||||
| 2025-08-11 | 13F | Tidemark, LLC | 656 | 0,00 | 78 | 1,32 | ||||
| 2025-08-06 | 13F | Soltis Investment Advisors LLC | 1 905 | −2,11 | 226 | −0,44 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 12 442 | −56,46 | 1 475 | −55,64 | ||||
| 2025-07-17 | 13F | Symmetry Partners, LLC | 2 030 | −2,73 | 241 | −0,83 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 5 163 | 612 | ||||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 29 | 0,00 | 3 | 0,00 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 2 | −33,33 | 0 | |||||
| 2025-07-08 | 13F | First International Bank & Trust | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Graypoint LLC | 2 500 | 0,00 | 296 | 2,07 | ||||
| 2025-08-11 | 13F | WPG Advisers, LLC | 2 825 | −5,99 | 335 | −4,30 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 3 159 | 2,97 | 375 | 4,76 | ||||
| 2025-07-18 | 13F | First Pacific Financial | 85 | −40,14 | 10 | −37,50 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 54 852 | −0,22 | 6 504 | 1,66 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 11 186 | −55,10 | 1 326 | −54,26 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - 1290 VT DoubleLine Dynamic Allocation Portfolio Class IB | 31 700 | −9,69 | 3 759 | −7,98 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 168 188 | 0,00 | 20 | 0,00 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 5 841 | −1,15 | 693 | 0,73 | ||||
| 2025-04-22 | 13F | Brueske Advisory Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Alesco Advisors Llc | 10 441 | 0,00 | 1 238 | 1,81 | ||||
| 2025-08-14 | 13F | Comerica Bank | 6 275 | −0,40 | 744 | 1,50 | ||||
| 2025-08-13 | 13F | Vertex Planning Partners, LLC | 6 896 | −3,06 | 818 | −1,21 | ||||
| 2025-07-18 | 13F | Philip James Wealth Mangement, LLC | 14 016 | 0,66 | 1 662 | 2,53 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 1 278 184 | −1,87 | 151 554 | −0,01 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 6 927 | 2,32 | 1 | |||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 10 670 | 24,43 | 1 265 | 26,88 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 2 139 | −7,56 | 249 | −7,81 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 1 710 | −19,57 | 203 | −18,22 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 3 647 | 0,00 | 432 | 1,89 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 4 304 | −6,11 | 510 | −4,32 | ||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 2 047 | 243 | ||||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 11 606 | 7,35 | 1 376 | 9,38 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 0 | −100,00 | 0 | |||||
| 2025-08-25 | 13F | Fulcrum Equity Management | 4 310 | 511 | ||||||
| 2025-07-16 | 13F | Arkansas Financial Group, Inc. | 11 663 | −0,39 | 1 375 | 5,05 | ||||
| 2025-07-15 | 13F | Vestment Financial LLC | 3 057 | −12,48 | 362 | −11,30 | ||||
| 2025-08-19 | 13F | Wealth Group, Ltd. | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 239 584 | −3,26 | 28 407 | −1,43 | ||||
| 2025-04-25 | 13F | TBH Global Asset Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-17 | 13F | Independence Bank of Kentucky | 210 | 0,00 | 25 | 0,00 | ||||
| 2025-07-29 | 13F | Financial Advisors, LLC | 14 303 | 0,18 | 1 696 | 2,05 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 1 766 | −0,51 | 209 | 1,46 | ||||
| 2025-07-16 | 13F | Cadent Capital Advisors, LLC | 36 246 | 4,76 | 4 298 | 6,73 | ||||
| 2025-08-01 | 13F | Planning Directions Inc | 11 317 | −9,70 | 1 342 | −8,02 | ||||
| 2025-08-06 | 13F | Richard Bernstein Advisors LLC | 154 | 97,44 | 18 | 100,00 | ||||
| 2025-07-25 | 13F | Keener Financial Planning LLC | 481 | 0 | ||||||
| 2025-07-29 | NP | MVFG - Monarch Volume Factor Global Unconstrained Index ETF | 33 745 | 3 993 | ||||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 1 717 | −4,35 | 204 | −2,40 | ||||
| 2025-07-18 | 13F | Lynx Investment Advisory | 1 746 | 207 | ||||||
| 2025-08-18 | 13F | Wolverine Trading, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 14 946 | −90,24 | 1 772 | −90,06 | ||||
| 2025-07-22 | 13F | Appleton Partners Inc/ma | 3 575 | −0,69 | 0 | |||||
| 2025-07-16 | 13F | John W. Brooker & Co., CPAs | 0 | −100,00 | 0 | |||||
| 2025-04-21 | 13F | Envestnet Portfolio Solutions, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-29 | NP | JLCGX - Multi-Index Lifestyle Conservative Portfolio Class 1 | 62 084 | 1,52 | 7 347 | 4,45 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 47 741 | 37,99 | 5 661 | 40,59 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 33 472 | 0,28 | 4 | 0,00 | ||||
| 2025-08-14 | 13F | UBS Group AG | 395 788 | −1,38 | 46 929 | 0,49 | ||||
| 2025-08-05 | 13F | Sensible Money, LLC | 3 647 | 0,00 | 432 | 1,89 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 2 307 | −0,47 | 274 | 1,49 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 1 082 | −95,95 | 128 | −95,88 | ||||
| 2025-07-16 | 13F | First American Bank | 2 500 | 0,00 | 296 | 2,07 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 5 627 | −1,00 | 667 | 0,91 | ||||
| 2025-07-10 | 13F | Professional Financial Advisors, LLC | 10 577 | −1,56 | 1 254 | 0,32 | ||||
| 2025-07-17 | 13F | Baron Silver Stevens Financial Advisors, Llc | 132 808 | 2,32 | 15 747 | 4,26 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 104 682 | 135,85 | 12 412 | 140,31 | ||||
| 2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 10 | 1 | ||||||
| 2025-08-04 | 13F | Syverson Strege & Co | 1 850 | −1,75 | 219 | 0,00 | ||||
| 2025-07-16 | 13F | Cox Capital Mgt LLC | 3 404 | −3,35 | 404 | −1,47 | ||||
| 2025-07-24 | 13F | Financial Connections Group, Inc. | 46 538 | −0,51 | 6 | 0,00 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 8 819 | 47,03 | 1 046 | 51,89 | ||||
| 2025-08-11 | 13F | von Borstel & Associates, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 2 760 | 0,00 | 327 | 1,87 | ||||
| 2025-07-11 | 13F | Caldwell Securities, Inc | 162 | 0,00 | 19 | 5,56 | ||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 242 | 29 | ||||||
| 2025-07-22 | 13F | Mascoma Wealth Management LLC | 1 860 | 0,00 | 221 | 1,85 | ||||
| 2025-07-29 | NP | SGLIX - SGI Global Equity Fund Class I Shares | 9 369 | −4,78 | 1 109 | −0,72 | ||||
| 2025-07-22 | 13F | Marks Group Wealth Management, Inc | 0 | −100,00 | 0 | |||||
| 2025-07-07 | 13F | Avenue 1 Advisors, LLC | 1 886 | 0,00 | 224 | 1,83 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 4 904 | 12,89 | 581 | 15,05 | ||||
| 2025-07-09 | 13F | Graves-Light Private Wealth Management, Inc. | 2 145 | 0,00 | 254 | 2,01 | ||||
| 2025-05-14 | 13F | Orion Capital Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 697 | 1,60 | 83 | 3,80 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 1 506 | −17,61 | 179 | −16,04 | ||||
| 2025-07-22 | 13F | Stanich Group LLC | 3 371 | −1,00 | 397 | 0,00 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 13 768 | −1,33 | 1 632 | 0,55 | ||||
| 2025-08-11 | 13F | Vanguard Group Inc | 1 796 | 0,00 | 213 | 1,44 | ||||
| 2025-08-01 | 13F | SYM FINANCIAL Corp | 39 810 | 1,83 | 4 720 | 3,76 | ||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 2 136 | 253 | ||||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 0 | −100,00 | 0 | |||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 21 335 | −9,85 | 2 530 | −8,14 | ||||
| 2025-07-29 | NP | JLMOX - Multi-Index Lifestyle Moderate Portfolio Class 1 | 152 442 | −1,38 | 18 040 | 1,46 | ||||
| 2025-08-06 | 13F | Adviser Investments LLC | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Searcy Financial Services Inc /adv | 220 103 | 0,54 | 26 098 | 2,44 | ||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 16 567 | 1,94 | 1 964 | 3,86 | ||||
| 2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic BlackRock Selects Managed Risk Portfolio (formerly Global Atlantic BlackRock Global Allocation Managed Risk Portfolio) Global Atlantic BlackRock Global Allocation Managed Risk Portfolio | 38 698 | 25,14 | 4 588 | 27,52 | ||||
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 4 440 | 0,00 | 526 | 1,94 | ||||
| 2025-08-11 | 13F | Pineridge Advisors LLC | 277 | 1,09 | 33 | 3,23 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 30 463 | 7,30 | 3 612 | 9,36 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 54 330 | 24,16 | 6 435 | 26,35 | ||||
| 2025-07-28 | 13F | Turtle Creek Wealth Advisors, LLC | 36 349 | −8,04 | 4 310 | −6,31 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 7 014 | 4,14 | 832 | 6,13 | ||||
| 2025-08-12 | 13F | Wealth Dimensions Group, Ltd. | 5 922 | −5,47 | 702 | −3,70 | ||||
| 2025-07-29 | 13F | Creekside Partners | 32 189 | 0,47 | 3 817 | 2,36 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 6 707 | 0,99 | 795 | 2,98 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 1 388 | 0,00 | 165 | 1,86 | ||||
| 2025-07-24 | 13F | Lee Financial Co | 2 416 | 0,00 | 286 | 1,78 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 26 658 | −6,87 | 3 161 | −5,13 | ||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 3 530 | −6,66 | 0 | |||||
| 2025-05-01 | 13F | Acorn Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | TKG Advisors, LLC | 2 197 | 260 | ||||||
| 2025-05-01 | 13F | FDx Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 269 | 32 | ||||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 99 998 | 0,41 | 11 637 | 7,00 | ||||
| 2025-07-24 | 13F | Bryant Woods Investment Advisors, LLC | 6 035 | −6,27 | 716 | −4,54 | ||||
| 2025-07-29 | NP | JIIOX - Multi-Index Lifestyle Aggressive Portfolio Class 1 | 79 643 | −5,10 | 9 425 | −2,37 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 3 786 | 4,61 | 449 | 6,41 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 100 | 0,00 | 12 | 0,00 | ||||
| 2025-08-14 | 13F | Safeguard Investment Advisory Group, LLC | 1 838 | −1,92 | 218 | −0,46 | ||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 5 145 | −43,75 | 610 | −42,67 | ||||
| 2025-07-28 | NP | SPGEX - Symmetry Panoramic Global Equity Fund Class I Shares | 80 600 | −24,73 | 9 538 | −22,56 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 1 226 | −4,22 | 145 | −2,03 | ||||
| 2025-08-11 | 13F | Beaumont Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Armbruster Capital Management, Inc. | 5 160 | 0,00 | 612 | 1,83 | ||||
| 2025-07-28 | NP | SPGTX - Symmetry Panoramic Tax Managed Global Equity Fund Class I Shares | 43 422 | −8,05 | 5 139 | −5,39 | ||||
| 2025-07-21 | 13F | J. Safra Sarasin Holding AG | 22 287 | 2 643 | ||||||
| 2025-08-07 | 13F | Apeiron RIA LLC | 1 693 | −5,79 | 201 | −4,31 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 100 019 | −3,54 | 11 859 | −1,72 | ||||
| 2025-08-08 | 13F | Creative Planning | 8 572 | 0,09 | 1 016 | 2,01 | ||||
| 2025-08-01 | 13F | Petra Financial Advisors Inc | 1 689 | 200 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 0 | −100,00 | 0 | ||||
| 2025-07-21 | 13F | HighMark Wealth Management LLC | 60 | 7 | ||||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 72 768 | 576,60 | 8 628 | 589,69 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 56 552 | 6 705 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 35 307 | −6,95 | 4 | 0,00 | ||||
| 2025-08-13 | 13F | Van Hulzen Asset Management, LLC | 3 815 | −5,62 | 452 | −3,83 | ||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 60 | 0,00 | 7 | 16,67 | ||||
| 2025-07-10 | 13F | Stewardship Advisors, LLC | 3 375 | −2,09 | 400 | −0,25 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 5 059 | 0,32 | 600 | 2,22 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 5 915 | 0,89 | 701 | 2,79 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 206 | 0,00 | 24 | 4,35 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 8 196 | 9,09 | 970 | 12,81 | ||||
| 2025-04-09 | 13F | LVW Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 65 | −19,75 | 8 | −22,22 | ||||
| 2025-07-23 | 13F | Sachetta, LLC | 426 | −7,99 | 51 | −5,66 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 2 524 | 299 | ||||||
| 2025-07-30 | 13F | Granite Harbor Advisors, Inc. | 6 986 | 0,00 | 828 | 1,97 | ||||
| 2025-08-14 | 13F | Operose Advisors LLC | 2 134 | −6,44 | 253 | −4,91 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 4 249 | 0,88 | 504 | 2,65 | ||||
| 2025-07-29 | NP | JRTBX - Multi-Index 2025 Lifetime Portfolio Class 1 | 217 478 | 2,66 | 25 736 | 5,61 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 70 | 0,00 | 8 | 14,29 | ||||
| 2025-07-11 | 13F | Bond & Devick Financial Network, Inc. | 8 327 | 0,00 | 987 | 1,86 | ||||
| 2025-07-30 | 13F | LGT Financial Advisors LLC | 17 | 0,00 | 2 | 100,00 | ||||
| 2025-08-06 | 13F | OneAscent Wealth Management LLC | 2 236 | 0,00 | 0 | |||||
| 2025-08-05 | 13F | Huntington National Bank | 23 | −28,12 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-22 | 13F/A | NorthRock Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Vantage Financial Partners, LLC | 12 692 | 5,32 | 1 505 | 7,28 | ||||
| 2025-04-23 | 13F | Walkner Condon Financial Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-07-29 | NP | JLGOX - Multi-Index Lifestyle Growth Portfolio Class 1 | 323 198 | −2,52 | 38 247 | 0,29 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 39 191 | −6,97 | 4 647 | −5,22 | ||||
| 2025-07-23 | 13F | Prasad Wealth Partners, LLC | 1 809 | −22,86 | 214 | −21,32 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 14 409 | 3,79 | 1 709 | 5,76 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 468 | −31,98 | 55 | −31,25 | ||||
| 2025-07-21 | 13F | Tanglewood Wealth Management, Inc. | 5 119 | −97,80 | 607 | −97,76 | ||||
| 2025-07-30 | 13F | Nottingham Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 8 256 | −5,60 | 979 | −3,83 | ||||
| 2025-07-07 | 13F | Global Wealth Strategies & Associates | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Manufacturers Life Insurance Company, The | 2 010 342 | 6,80 | 238 366 | 8,82 | ||||
| 2025-08-07 | 13F | Cahill Financial Advisors Inc | 2 172 | 17,09 | 258 | 19,53 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 120 434 | 23,00 | 14 280 | 25,33 | ||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Stifel Financial Corp | 5 701 | 22,81 | 676 | 25,00 | ||||
| 2025-07-08 | 13F | Parisi Gray Wealth Management | 2 711 | 0,00 | 321 | 1,90 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 45 | 28,57 | 5 | 25,00 | ||||
| 2025-08-14 | 13F | Coppell Advisory Solutions LLC | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1 273 | −58,11 | 151 | −54,95 | ||||
| 2025-08-12 | 13F | Prudential Plc | 27 994 | 36,14 | 3 319 | 38,75 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 11 398 | −0,42 | 1 356 | 1,73 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | XY Planning Network, Inc. | 15 100 | 1 790 | ||||||
| 2025-08-12 | 13F | Coston, McIsaac & Partners | 65 | 0,00 | 0 | |||||
| 2025-08-14 | 13F | Colony Group, LLC | 3 158 | −29,35 | 374 | −28,08 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 234 897 | −0,55 | 27 858 | 1,34 | ||||
| 2025-08-15 | 13F | High Falls Advisors, Inc | 2 121 | 0,00 | 251 | 2,03 | ||||
| 2025-05-09 | 13F | North Ridge Wealth Advisors, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 140 799 | −21,36 | 16 695 | −19,87 | ||||
| 2025-07-29 | NP | JRLDX - Multi-Index 2010 Lifetime Portfolio Class 1 | 22 389 | −0,99 | 2 650 | 1,85 | ||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 154 | 0,00 | 18 | 5,88 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 91 474 | −2,25 | 10 846 | −0,39 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 93 381 | 7,53 | 11 072 | 9,57 | ||||
| 2025-04-14 | 13F | Cedar Mountain Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-03 | 13F | Garde Capital, Inc. | 2 800 | 0,00 | 332 | 1,85 | ||||
| 2025-07-15 | 13F | Well Done, LLC | 6 633 | −20,36 | 786 | −13,53 | ||||
| 2025-07-29 | NP | JIBOX - Multi-Index Lifestyle Balanced Portfolio Class 1 | 394 562 | −2,35 | 46 692 | 0,46 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Virtue Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-05-07 | 13F | WMS Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Keystone Global Partners, LLC | 381 | 2 830,77 | 45 | 4 400,00 | ||||
| 2025-07-31 | 13F | WFA Asset Management Corp | 64 968 | −12,41 | 6 798 | −12,94 | ||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 3 326 | −13,00 | 394 | −11,26 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 33 728 | 142,19 | 3 999 | 146,85 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 564 | 15,34 | 67 | 17,86 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 11 210 | 150,50 | 1 329 | 155,58 | ||||
| 2025-07-25 | 13F | Iron Financial, LLC | 53 184 | −5,42 | 6 306 | −3,64 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 3 192 | 4,42 | 378 | 6,48 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 21 149 | −7,44 | 2 508 | −5,68 | ||||
| 2025-07-14 | 13F | Painted Porch Advisors LLC | 85 | 1,19 | 10 | 11,11 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 35 167 | 0,71 | 4 170 | 3,22 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 86 660 | −8,62 | 10 275 | −6,89 | ||||
| 2025-07-29 | NP | JRLQX - Multi-Index 2045 Lifetime Portfolio Class 1 | 45 114 | 40,46 | 5 339 | 44,50 | ||||
| 2025-08-14 | 13F | Legacy Advisory Services, LLC | 1 968 | 0,82 | 233 | 2,64 | ||||
| 2025-07-09 | 13F | GSG Advisors LLC | 35 075 | 3,24 | 4 159 | 9,22 | ||||
| 2025-08-14 | 13F | Sei Investments Co | 2 498 788 | −2,25 | 296 285 | −0,40 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 220 764 | 1 525,66 | 26 | 2 500,00 | ||||
| 2025-08-05 | 13F | Tsfg, Llc | 61 | 0,00 | 0 | |||||
| 2025-08-05 | 13F | Optivise Advisory Services LLC | 2 154 | 0,00 | 255 | 2,00 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Spire Wealth Management | 787 | −35,44 | 93 | −34,04 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 8 008 | 0,86 | 949 | 2,71 | ||||
| 2025-07-17 | 13F | LifeGoal Wealth Advisors | 5 255 | 1,17 | 623 | 3,15 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 681 | 0,00 | 81 | 9,59 | ||||
| 2025-08-14 | 13F | Granite FO LLC | 11 084 | −24,87 | 1 314 | −23,43 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 227 503 | 24,60 | 26 975 | 26,95 | ||||
| 2025-07-30 | 13F | Syntegra Private Wealth Group, LLC | 2 376 | 1,45 | 282 | 3,31 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 0 | −100,00 | 0 | ||||
| 2025-07-29 | NP | JRTTX - Multi-Index 2040 Lifetime Portfolio Class 1 | 109 902 | 14,60 | 13 006 | 17,90 | ||||
| 2025-04-29 | 13F | Lee Danner & Bass Inc | 0 | −100,00 | 0 | |||||
| 2025-04-01 | 13F | Modus Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-29 | 13F | Arcus Capital Partners, LLC | 18 959 | 0,48 | 2 248 | 2,37 | ||||
| 2025-08-13 | 13F | Legacy Capital Wealth Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Tacita Capital Inc | 84 644 | 2,29 | 10 036 | 4,23 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 5 142 | 18,95 | 610 | 29,03 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 4 159 | 493 | ||||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 6 | 0,00 | 1 | |||||
| 2025-07-30 | 13F | TFB Advisors LLC | 12 123 | 1,02 | 1 437 | 2,94 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 2 411 | 12,35 | 286 | 14,46 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 3 269 | −1,33 | 388 | 0,52 | ||||
| 2025-08-18 | 13F | Pacific Center for Financial Services | 1 262 | 1,04 | 150 | 2,76 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | Two Sigma Securities, Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 79 087 | −1,03 | 9 377 | 0,84 | ||||
| 2025-07-29 | NP | JRLOX - Multi-Index 2020 Lifetime Portfolio Class 1 | 97 140 | 0,94 | 11 496 | 3,85 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 4 003 | 0,02 | 475 | 1,94 | ||||
| 2025-07-16 | 13F | Diversified Enterprises, LLC | 4 835 | −24,13 | 573 | −22,67 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 392 897 | −3,12 | 46 586 | −1,29 | ||||
| 2025-05-15 | 13F | Ancora Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Magnus Financial Group LLC | 2 243 | −1,62 | 266 | 0,00 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 12 513 | −0,89 | 1 484 | 0,95 | ||||
| 2025-08-05 | 13F | Magnolia Capital Advisors Llc | 1 903 | −0,99 | 226 | 7,66 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 269 | 0,00 | 32 | 0,00 | ||||
| 2025-08-04 | 13F | Family Wealth Group, LLC | 16 948 | 2 010 | ||||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 827 | 0,00 | 98 | 2,08 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 17 391 | −5,45 | 2 062 | −3,64 | ||||
| 2025-08-01 | 13F | Oak Grove Capital LLC | 4 940 | 586 | ||||||
| 2025-05-09 | 13F | Headlands Technologies LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Addison Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 165 731 | 19 651 | ||||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 9 384 | −0,65 | 1 113 | 1,18 | ||||
| 2025-08-11 | 13F | VSM Wealth Advisory, LLC | 388 | 46 | ||||||
| 2025-07-29 | 13F | BXM Wealth LLC | 4 600 | 0,00 | 545 | 1,87 | ||||
| 2025-08-01 | 13F | Brinker Capital Investments, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-18 | 13F | Warren Street Wealth Advisors, LLC | 3 396 | −3,11 | 403 | −1,23 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 7 494 | −2,81 | 889 | −1,00 | ||||
| 2025-07-29 | NP | JRLKX - Multi-Index 2015 Lifetime Portfolio Class R4 | 29 662 | −1,06 | 3 510 | 1,80 | ||||
| 2025-05-02 | 13F | Cable Hill Partners, LLC | 2 575 | 17,74 | 301 | 26,47 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 2 100 | −57,58 | 249 | −56,94 | ||||
| 2025-08-13 | 13F | Hsbc Holdings Plc | 6 987 | 43,59 | 828 | 46,29 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 1 417 | −3,08 | 168 | −1,18 | ||||
| 2025-07-28 | 13F | Ckw Financial Group | 4 992 | −1,48 | 1 | |||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 25 158 | 17,33 | 2 962 | 19,44 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 71 | 1,43 | 8 | 0,00 | ||||
| 2025-07-18 | 13F | Provident Wealth Management, LLC | 3 285 | −27,52 | 390 | −26,19 | ||||
| 2025-07-17 | 13F | G&S Capital LLC | 8 341 | 989 | ||||||
| 2025-07-31 | 13F | Whipplewood Advisors, LLC | 126 | −36,68 | 15 | 0,00 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 81 294 | −3,92 | 9 639 | −2,09 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 1 896 | 0,00 | 225 | 1,82 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 1 841 741 | 13,38 | 218 375 | 15,52 | ||||
| 2025-05-16 | 13F | Laidlaw Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 7 868 | 0,00 | 933 | 1,86 | ||||
| 2025-07-16 | 13F | Investment Partners Asset Management, Inc. | 3 228 | 0,00 | 383 | 1,87 | ||||
| 2025-07-15 | 13F | Genesis Wealth Advisors, LLC | 2 382 | −0,83 | 282 | 1,08 | ||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 300 | 1,01 | 35 | 2,94 | ||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 4 955 | 588 | ||||||
| 2025-04-17 | 13F | Abound Wealth Management | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-11 | 13F | Compass Capital Corp /ma/ /adv | 1 781 | −0,28 | 210 | 4,48 | ||||
| 2025-08-13 | 13F | Daner Wealth Management, LLC | 1 795 | 0,00 | 213 | 4,95 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 117 678 | 0,03 | 14 | 0,00 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 109 134 | 50,02 | 12 941 | 52,88 | ||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 5 982 | 0,00 | 709 | 1,87 | ||||
| 2025-08-25 | 13F | Hilltop Partners LLC | 2 876 | −13,01 | 341 | −11,20 | ||||
| 2025-08-04 | 13F | Buck Wealth Strategies, LLC | 3 146 | 15,36 | 373 | 17,67 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 28 693 | −1,53 | 3 402 | 0,35 | ||||
| 2025-07-24 | 13F | Lester Murray Antman dba SimplyRich | 15 985 | 2,00 | 2 | 0,00 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 5 639 | 6,98 | 1 | |||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 144 | 1,41 | 17 | 6,25 | ||||
| 2025-07-28 | 13F | Rik Saylor Financial, Inc. | 11 205 | 0,22 | 1 329 | 2,08 | ||||
| 2025-08-12 | 13F | Martin Worley Group | 5 424 | −1,11 | 643 | 0,78 | ||||
| 2025-07-28 | 13F | DORVAL Corp | 161 894 | 1,95 | 19 196 | 5,08 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 100 970 | 11 972 | ||||||
| 2025-07-24 | 13F | PDS Planning, Inc | 3 990 | 0,53 | 473 | 2,60 | ||||
| 2025-08-11 | 13F | Bellwether Advisors, LLC | 6 806 | 2,47 | 807 | 4,54 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 3 083 | −10,20 | 366 | −8,52 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - Equitable Growth MF/ETF Portfolio Class K | 28 060 | 4,86 | 3 327 | 6,84 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 32 | 0,00 | 4 | 0,00 | ||||
| 2025-07-15 | 13F | Patriot Investment Management Inc. | 2 568 | −0,19 | 304 | 1,67 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 100 | 1,01 | 12 | 0,00 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 3 510 | 416 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 3 249 | −70,17 | 385 | −69,61 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 49 731 | 626,42 | 5 897 | 640,70 | ||||
| 2025-07-17 | 13F | K2 Financial Inc. | 18 888 | −0,92 | 2 199 | 1,90 | ||||
| 2025-08-06 | 13F | North Capital, Inc. | 17 | 0,00 | 2 | 100,00 | ||||
| 2025-07-16 | 13F | Colton Groome Financial Advisors, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Cfm Wealth Partners Llc | 1 708 | −18,98 | 203 | 1,00 | ||||
| 2025-08-04 | 13F | Balentine LLC | 21 151 | −0,28 | 2 508 | 1,58 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 7 318 | −2,96 | 868 | −1,14 | ||||
| 2025-07-07 | 13F | Investors Research Corp | 209 | −32,36 | 25 | −31,43 | ||||
| 2025-07-29 | NP | JRTKX - Multi-Index 2035 Lifetime Portfolio Class 1 | 187 189 | 9,27 | 22 152 | 12,41 | ||||
| 2025-08-13 | 13F/A | StoneX Group Inc. | 2 594 | −39,74 | 272 | −41,85 | ||||
| 2025-07-23 | 13F | Motiv8 Investments LLC | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Twelve Points Wealth Management LLC | 2 516 | 0,00 | 298 | 2,05 | ||||
| 2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 2 500 | 0,00 | 296 | 2,07 | ||||
| 2025-07-22 | 13F | DT Investment Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 30 900 | −61,90 | 3 664 | −61,18 | ||||
| 2025-08-13 | 13F | 1832 Asset Management L.P. | 345 010 | 60,97 | 40 908 | 64,02 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 12 763 | −3,79 | 1 506 | −2,40 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 1 423 | 0,00 | 169 | 2,44 | ||||
| 2025-09-11 | 13F | Milestones Private Investment Advisors LLC | 13 604 | 1 613 | ||||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 16 556 | 37,18 | 1 963 | 39,81 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-12 | 13F | Argent Trust Co | 2 300 | 0,00 | 273 | 1,87 | ||||
| 2025-07-30 | 13F | Klingman & Associates, LLC | 2 231 | 0,00 | 265 | 1,93 |
