Grundläggande statistik
Institutionella ägare | 155 total, 155 long only, 0 short only, 0 long/short - change of 9,15% MRQ |
Genomsnittlig portföljallokering | 0.5343 % - change of −10,19% MRQ |
Institutionella aktier (lång) | 40 574 511 (ex 13D/G) - change of 3,12MM shares 8,33% MRQ |
Institutionellt värde (lång) | $ 2 089 961 USD ($1000) |
Institutionellt ägande och aktieägare
American Century ETF Trust - Avantis U.S. Small Cap Equity ETF (US:AVSC) har 155 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 40,574,511 aktier. Största aktieägare inkluderar Mercer Global Advisors Inc /adv, Envestnet Asset Management Inc, Mason Investment Advisory Services, Inc., Northwestern Mutual Wealth Management Co, Wealth Management Nebraska, Creative Planning, Elwood & Goetz Wealth Advisory Group, LLC, PrairieView Partners, LLC, AE Wealth Management LLC, and LPL Financial LLC .
American Century ETF Trust - Avantis U.S. Small Cap Equity ETF (ARCA:AVSC) 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 12, 2025 is 57,07 / share. Previously, on September 16, 2024, the share price was 53,30 / share. This represents an increase of 7,07% 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.
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.
Uppgradera
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Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 1 039 | 235,16 | 54 | 253,33 | ||||
2025-08-12 | 13F | Accredited Wealth Management, LLC | 1 615 | 83 | ||||||
2025-08-15 | 13F | Prevail Innovative Wealth Advisors, Llc | 48 166 | −60,93 | 2 484 | −58,38 | ||||
2025-07-10 | 13F | Websterrogers Financial Advisors, Llc | 100 376 | 2,81 | 5 176 | 9,54 | ||||
2025-07-31 | 13F | Sequent Asset Management, LLC | 4 247 | −1,87 | 219 | 4,78 | ||||
2025-07-31 | 13F | CAP Partners, LLC | 61 866 | 5,49 | 3 190 | 12,40 | ||||
2025-08-14 | 13F | Comerica Bank | 1 713 | 89,28 | 88 | 104,65 | ||||
2025-07-22 | 13F | Simplicity Wealth,LLC | 421 028 | 111,86 | 21 712 | 125,74 | ||||
2025-07-25 | 13F | Lion Street Advisors, LLC | 9 214 | 10,04 | 475 | 17,28 | ||||
2025-07-28 | 13F | Private Wealth Asset Management, LLC | 0 | −100,00 | 0 | |||||
2025-08-05 | 13F | Fourth Dimension Wealth, LLC | 32 968 | 6,20 | 1 700 | 13,18 | ||||
2025-07-10 | 13F | Exchange Traded Concepts, Llc | 141 | 7 | ||||||
2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 0 | −100,00 | 0 | |||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 17 027 | 100,58 | 878 | 114,15 | ||||
2025-08-06 | 13F | Disciplined Investors, L.L.C. | 15 697 | 4,89 | 809 | 11,74 | ||||
2025-08-13 | 13F | Jones Financial Companies Lllp | 2 992 | 5,84 | 155 | 12,41 | ||||
2025-05-05 | 13F | IFP Advisors, Inc | 0 | −100,00 | 0 | |||||
2025-08-21 | 13F | Aveo Capital Partners, LLC | 0 | −100,00 | 0 | |||||
2025-08-05 | 13F | Mason Investment Advisory Services, Inc. | 3 515 423 | 2,82 | 181 290 | 9,56 | ||||
2025-05-02 | 13F | Transcendent Capital Group LLC | 0 | −100,00 | 0 | |||||
2025-07-14 | 13F | Acropolis Investment Management, LLC | 45 745 | 2 359 | ||||||
2025-07-17 | 13F | Northwest Wealth Management, Llc | 105 753 | 8,63 | 5 454 | 15,75 | ||||
2025-07-28 | NP | AVGE - Avantis All Equity Markets ETF | 335 717 | 10,37 | 16 581 | 5,00 | ||||
2025-07-10 | 13F | Kmg Fiduciary Partners, Llc | 51 608 | 7,70 | 2 661 | 14,75 | ||||
2025-07-28 | 13F | Harbour Investments, Inc. | 170 | 9 | ||||||
2025-07-01 | 13F | First National Bank Sioux Falls | 4 243 | 0,00 | 219 | 6,34 | ||||
2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 12 080 | −25,31 | 623 | −20,46 | ||||
2025-08-05 | 13F | Atlas Wealth LLC | 21 430 | 28,35 | 1 130 | 39,85 | ||||
2025-07-21 | 13F | Mendota Financial Group, LLC | 18 714 | 965 | ||||||
2025-07-22 | 13F | Global Strategic Investment Solutions, LLC | 47 601 | 2 455 | ||||||
2025-08-04 | 13F | Assetmark, Inc | 27 | −94,46 | 1 | −95,65 | ||||
2025-07-29 | NP | EBI - Longview Advantage ETF | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-23 | 13F | West Paces Advisors Inc. | 262 159 | 14,80 | 13 520 | 22,32 | ||||
2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 1 056 415 | 9,48 | 54 479 | 16,65 | ||||
2025-05-14 | 13F | Lionshead Wealth Management, LLC | 0 | −100,00 | 0 | |||||
2025-07-17 | 13F | Elwood & Goetz Wealth Advisory Group, LLC | 560 988 | 0,99 | 28 930 | 7,61 | ||||
2025-07-31 | 13F | Buckingham Strategic Partners | 123 199 | 22,16 | 6 353 | 30,16 | ||||
2025-08-07 | 13F | 1620 Investment Advisors, Inc. | 10 | −96,08 | 1 | −100,00 | ||||
2025-07-25 | 13F | PrairieView Partners, LLC | 468 157 | 19,91 | 24 | 33,33 | ||||
2025-08-14 | 13F | UBS Group AG | 1 677 | 86 | ||||||
2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 125 095 | 3,33 | 6 451 | 10,10 | ||||
2025-07-15 | 13F | Armis Advisers, LLC | 12 802 | −4,87 | 660 | 1,38 | ||||
2025-07-28 | NP | AVMA - Avantis Moderate Allocation ETF | 13 160 | −4,11 | 650 | −8,85 | ||||
2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 2 397 | 0,00 | 124 | 6,03 | ||||
2025-07-29 | 13F | Aire Advisors, Llc | 52 612 | 85,36 | 2 713 | 97,60 | ||||
2025-07-28 | 13F | Dixon Fnancial Services, Inc. | 22 286 | 0,00 | 1 149 | 6,59 | ||||
2025-08-14 | 13F | Cambridge Associates Llc /ma/ /adv | 55 103 | 0,00 | 2 842 | 6,56 | ||||
2025-07-03 | 13F | Lam Group, Inc. | 10 100 | 5,32 | 521 | 12,07 | ||||
2025-08-07 | 13F | Allworth Financial LP | 230 | −42,64 | 12 | −38,89 | ||||
2025-08-11 | 13F | Avantax Planning Partners, Inc. | 15 471 | 798 | ||||||
2025-07-30 | 13F | Clune & Associates, Ltd. | 14 538 | 32,03 | 750 | 40,79 | ||||
2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 35 622 | −18,56 | 1 837 | −13,23 | ||||
2025-08-14 | 13F | Cardiff Park Advisors, Llc | 30 836 | 1 383,93 | 1 590 | 1 490,00 | ||||
2025-07-25 | 13F | Cwm, Llc | 35 | 0,00 | 0 | |||||
2025-08-12 | 13F | Burk Holdings LLC | 28 863 | 118,10 | 1 488 | 132,50 | ||||
2025-07-17 | 13F | Claris Advisors, Llc / Mo / | 16 580 | 855 | ||||||
2025-08-12 | 13F | LPL Financial LLC | 458 814 | 8,67 | 23 661 | 15,79 | ||||
2025-07-15 | 13F | Axis Wealth Partners, LLC | 12 892 | 9,82 | 665 | 16,90 | ||||
2025-04-16 | 13F | Dover Advisors, Llc | 0 | −100,00 | 0 | |||||
2025-07-29 | 13F | Werba Rubin Papier Wealth Management | 22 259 | 1,97 | 1 148 | 8,62 | ||||
2025-07-22 | 13F | Berger Financial Group, Inc | 268 275 | 3,99 | 13 835 | 10,80 | ||||
2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 16 | 0,00 | 1 | |||||
2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 745 | −38,98 | 38 | −35,59 | ||||
2025-08-13 | 13F | Cresset Asset Management, LLC | 5 110 | 0,02 | 264 | 6,48 | ||||
2025-08-14 | 13F | Mml Investors Services, Llc | 72 378 | 14,68 | 4 | 0,00 | ||||
2025-08-01 | 13F | Brinker Capital Investments, LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-04-30 | 13F | Index Fund Advisors, Inc. | 0 | −100,00 | 0 | |||||
2025-08-06 | 13F | Cloud Capital Management, LLC | 0 | −100,00 | 0 | |||||
2025-07-17 | 13F | Catalytic Wealth RIA, LLC | 12 312 | −32,67 | 635 | −28,36 | ||||
2025-08-14 | 13F | DHK Financial Advisors, Inc. | 8 059 | 0,35 | 416 | 6,96 | ||||
2025-05-06 | 13F | Guild Investment Management, Inc. | 0 | −100,00 | 0 | |||||
2025-04-21 | 13F | Envestnet Portfolio Solutions, Inc. | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Capital Analysts, Inc. | 11 225 | 0,36 | 1 | |||||
2025-08-14 | 13F | Destination Wealth Management | 5 846 | 301 | ||||||
2025-07-17 | 13F | HB Wealth Management, LLC | 29 050 | 26,35 | 1 498 | 34,71 | ||||
2025-05-02 | 13F | Signaturefd, Llc | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Hurley Capital, LLC | 15 | 1 | ||||||
2025-08-14 | 13F | Two Sigma Investments, Lp | 0 | −100,00 | 0 | |||||
2025-08-07 | 13F | Tillman Hartley LLC | 24 177 | 0,70 | 1 247 | 7,23 | ||||
2025-08-14 | 13F | Smartleaf Asset Management LLC | 1 246 | −8,78 | 64 | −3,03 | ||||
2025-08-06 | 13F | AE Wealth Management LLC | 466 122 | 24,17 | 24 038 | 32,30 | ||||
2025-08-15 | 13F | CI Private Wealth, LLC | 197 604 | −18,66 | 12 344 | 4,98 | ||||
2025-07-17 | 13F | Kavar Capital Partners Group, Llc | 43 032 | 2 219 | ||||||
2025-08-14 | 13F | CoreCap Advisors, LLC | 32 668 | 20,41 | 1 685 | 28,26 | ||||
2025-08-07 | 13F | Resources Investment Advisors, LLC. | 176 665 | −8,11 | 9 111 | −2,10 | ||||
2025-07-30 | 13F | Eqis Capital Management, Inc. | 194 578 | 17,67 | 10 034 | 25,38 | ||||
2025-08-12 | 13F | American Century Companies Inc | 349 401 | 7,85 | 18 019 | 14,91 | ||||
2025-04-29 | 13F | Pacific Life Fund Advisors LLC | 0 | −100,00 | 0 | |||||
2025-07-23 | 13F | Wealth Management Nebraska | 827 779 | 20,16 | 75 502 | 25,72 | ||||
2025-08-08 | 13F | Creative Planning | 617 070 | 271,29 | 31 822 | 295,65 | ||||
2025-04-30 | 13F | Stratos Wealth Partners, LTD. | 0 | −100,00 | 0 | |||||
2025-07-14 | 13F | Park Avenue Securities Llc | 194 290 | 10 | ||||||
2025-07-17 | 13F | SC&H Financial Advisors, Inc. | 4 486 | 231 | ||||||
2025-04-30 | 13F | Astra Wealth Partners LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-04-28 | 13F | American Capital Advisory, LLC | 0 | −100,00 | 0 | |||||
2025-08-11 | 13F | Rothschild Investment Llc | 65 | −55,17 | 3 | −57,14 | ||||
2025-07-09 | 13F | Sunpointe, LLC | 14 383 | −26,63 | 742 | −21,84 | ||||
2025-08-05 | 13F | Claro Advisors LLC | 7 270 | −41,06 | 375 | −37,35 | ||||
2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 12 083 | −3,20 | 623 | 3,15 | ||||
2025-08-14 | 13F | McIlrath & Eck, LLC | 222 | 0,00 | 11 | 10,00 | ||||
2025-08-05 | 13F | Allodium Investment Consultants, LLC | 29 250 | 53,13 | 1 508 | 63,20 | ||||
2025-04-17 | 13F | Qrg Capital Management, Inc. | 0 | −100,00 | 0 | |||||
2025-07-18 | 13F | Magnolia Private Wealth, LLC | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | Global Retirement Partners, LLC | 301 | −12,75 | 16 | −16,67 | ||||
2025-07-11 | 13F | Ridgeline Wealth, LLC | 64 202 | 3 311 | ||||||
2025-07-25 | 13F | Ruedi Wealth Management, Inc. | 19 774 | 719,48 | 1 020 | 778,45 | ||||
2025-08-01 | 13F | Zhang Financial LLC | 8 710 | 0,02 | 449 | 6,65 | ||||
2025-08-14 | 13F | Fmr Llc | 681 | 35 | ||||||
2025-07-30 | 13F | Jackson Thornton Asset Management, Llc | 23 580 | 0,00 | 1 268 | 20,42 | ||||
2025-07-15 | 13F | Fortitude Family Office, LLC | 235 | 12 | ||||||
2025-07-18 | 13F | Benchmark Wealth Management, LLC | 7 690 | 37,84 | 397 | 46,67 | ||||
2025-08-04 | 13F | Haven Private, LLC | 45 576 | −26,63 | 2 350 | −21,82 | ||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 64 720 | 271,72 | 3 338 | 296,32 | ||||
2025-07-29 | 13F | Private Trust Co Na | 1 219 | 0,00 | 63 | 5,08 | ||||
2025-08-12 | 13F | Passive Capital Management, LLC. | 62 500 | 0,00 | 3 296 | 8,93 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 70 767 | 13,37 | 3 649 | 20,79 | ||||
2025-05-15 | 13F | IHT Wealth Management, LLC | 0 | −100,00 | 0 | |||||
2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 36 | −10,00 | 2 | −50,00 | ||||
2025-08-11 | 13F | Paul R. Ried Financial Group, LLC | 82 389 | 256,93 | 4 249 | 280,30 | ||||
2025-05-14 | 13F | Orion Capital Management LLC | 0 | −100,00 | 0 | |||||
2025-07-15 | 13F | Evanson Asset Management, LLC | 16 646 | 115,73 | 858 | 130,03 | ||||
2025-07-16 | 13F | Plancorp, LLC | 29 295 | 0,00 | 1 511 | 6,56 | ||||
2025-07-09 | 13F | GEM Asset Management, LLC | 5 659 | −13,43 | 301 | −4,75 | ||||
2025-08-29 | 13F | Evolution Wealth Management Inc. | 485 | 25 | ||||||
2025-08-14 | 13F | Knightsbridge Asset Management, Llc | 30 550 | 5,21 | 1 575 | 12,10 | ||||
2025-05-06 | 13F | Proficio Capital Partners LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-31 | 13F | Curio Wealth, Llc | 13 068 | 100 423,08 | 674 | 3,22 | ||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 7 555 | −8,86 | 408 | 1,75 | ||||
2025-08-13 | 13F | Maia Wealth LLC | 20 908 | 1 078 | ||||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 13 042 | 1 | ||||||
2025-05-12 | 13F | Independent Advisor Alliance | 0 | −100,00 | 0 | |||||
2025-07-29 | 13F | Chicago Partners Investment Group LLC | 60 957 | 4,65 | 3 342 | 21,89 | ||||
2025-08-12 | 13F | Goepper Burkhardt LLC | 10 490 | −19,56 | 541 | −14,42 | ||||
2025-08-05 | 13F | Hutchens & Kramer Investment Management Group, LLC | 4 290 | 226 | ||||||
2025-08-12 | 13F | Park Square Financial Group, LLC | 2 045 | 153,09 | 105 | 169,23 | ||||
2025-07-14 | 13F | CRA Financial Services, LLC | 14 142 | −15,93 | 729 | −10,44 | ||||
2025-07-10 | 13F | Pacific Asset Management, LLC | 5 628 | 0,16 | 290 | 7,01 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-14 | 13F | Herold Advisors, Inc. | 5 730 | −27,90 | 295 | −23,18 | ||||
2025-07-16 | 13F | Moisand Fitzgerald Tamayo, LLC | 27 782 | 7,30 | 1 433 | 14,29 | ||||
2025-08-05 | 13F | Bridgewater Advisors Inc. | 8 319 | 5,09 | 446 | 20,27 | ||||
2025-08-14 | 13F | Colony Group, LLC | 4 629 | 11,89 | 239 | 19,00 | ||||
2025-07-23 | 13F | Wheelhouse Advisory Group LLC | 139 517 | 9,49 | 12 710 | 14,43 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 2 969 | 111,17 | 153 | 125,00 | ||||
2025-07-17 | 13F | Beacon Capital Management, LLC | 362 | 201,67 | 19 | 260,00 | ||||
2025-08-12 | 13F | SRS Capital Advisors, Inc. | 354 | −8,05 | 18 | 0,00 | ||||
2025-07-15 | 13F | Mather Group, Llc. | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 336 | 0,00 | 17 | 6,25 | ||||
2025-05-12 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0 | −100,00 | 0 | −100,00 | ||||
2025-05-07 | 13F | WMS Partners, LLC | 0 | −100,00 | 0 | |||||
2025-08-07 | 13F | Apeiron RIA LLC | 8 928 | 460 | ||||||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 44 416 | 21,62 | 2 291 | 29,75 | ||||
2025-07-18 | 13F | Dogwood Wealth Management LLC | 64 363 | −6,21 | 3 462 | 4,25 | ||||
2025-07-25 | 13F | Stephens Consulting, LLC | 10 918 | 90,01 | 563 | 102,52 | ||||
2025-07-17 | 13F | LexAurum Advisors, LLC | 122 148 | 316,05 | 6 299 | 343,59 | ||||
2025-08-14 | 13F | Jane Street Group, Llc | 0 | −100,00 | 0 | |||||
2025-05-14 | 13F | Orion Portfolio Solutions, LLC | 5 979 | 0,00 | 325 | 0,00 | ||||
2025-07-09 | 13F | Reyes Financial Architecture, Inc. | 968 | 0,00 | 50 | 6,52 | ||||
2025-07-23 | 13F | Armbruster Capital Management, Inc. | 5 125 | −41,50 | 264 | −37,59 | ||||
2025-08-08 | 13F | Foundations Investment Advisors, LLC | 181 846 | 6,25 | 9 378 | 13,21 | ||||
2025-08-13 | 13F | B&D White Capital Company, LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Raymond James Financial Inc | 35 803 | 33,80 | 1 846 | 42,55 | ||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 63 155 | 3,11 | 3 | 50,00 | ||||
2025-08-14 | 13F | Financial Advisory Service, Inc. | 250 786 | 2,90 | 12 933 | 9,65 | ||||
2025-08-14 | 13F | Royal Bank Of Canada | 800 | 41 | ||||||
2025-07-17 | 13F | Mattern Wealth Management LLC | 0 | −100,00 | 0 | |||||
2025-07-24 | 13F | Endeavor Private Wealth, Inc. | 40 765 | 37,15 | 2 102 | 46,18 | ||||
2025-08-07 | 13F | PCG Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 17 512 | 17,88 | 903 | 25,59 | ||||
2025-04-15 | 13F | Fifth Third Bancorp | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-14 | 13F | Family Office Research LLC | 51 863 | −4,48 | 2 675 | 1,75 | ||||
2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 13 738 987 | 8,80 | 708 520 | 15,93 | ||||
2025-07-17 | 13F | Centennial Wealth Advisory LLC | 24 127 | 27,35 | 1 244 | 35,66 | ||||
2025-07-14 | 13F | AdvisorNet Financial, Inc | 46 | 2 | ||||||
2025-08-14 | 13F | Mariner, LLC | 19 210 | 311,35 | 991 | 338,05 | ||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 12 591 513 | 9,73 | 649 344 | 16,92 | ||||
2025-07-10 | 13F | Cypress Point Wealth Management, LLC | 42 241 | −13,60 | 2 178 | −7,95 | ||||
2025-05-06 | 13F | Morling Financial Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-07-15 | 13F | Level Financial Advisors, Inc. | 66 326 | 8,96 | 3 420 | 16,09 | ||||
2025-08-15 | 13F | Morgan Stanley | 154 814 | −69,96 | 7 984 | −67,99 | ||||
2025-07-22 | 13F | McElhenny Sheffield Capital Management, LLC | 3 653 | 340 | ||||||
2025-04-09 | 13F | Hardin Capital Partners, LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Ariadne Wealth Management, LP | 34 545 | 7,76 | 1 926 | 24,02 | ||||
2025-08-13 | 13F | Flow Traders U.s. Llc | 11 278 | 1 | ||||||
2025-05-15 | 13F | Bank Of America Corp /de/ | 0 | −100,00 | 0 | |||||
2025-07-15 | 13F | Bfsg, Llc | 295 | 0,00 | 15 | 7,14 | ||||
2025-08-11 | 13F | HighTower Advisors, LLC | 4 048 | 209 | ||||||
2025-07-23 | 13F | REAP Financial Group, LLC | 351 | 0,00 | 18 | 12,50 | ||||
2025-08-06 | 13F | Atlantic Union Bankshares Corp | 177 086 | −69,71 | 9 132 | −67,73 | ||||
2025-05-15 | 13F | CAPROCK Group, Inc. | 8 931 | −6,95 | 432 | −17,08 | ||||
2025-07-30 | 13F | EnRich Financial Partners LLC | 13 872 | 715 | ||||||
2025-08-08 | 13F | Tortoise Investment Management, LLC | 16 353 | −12,21 | 843 | −6,44 |