Grundläggande statistik
Institutionella ägare | 479 total, 479 long only, 0 short only, 0 long/short - change of 5,96% MRQ |
Genomsnittlig portföljallokering | 1.9588 % - change of −7,38% MRQ |
Institutionella aktier (lång) | 75 359 418 (ex 13D/G) - change of 7,29MM shares 10,70% MRQ |
Institutionellt värde (lång) | $ 7 256 769 USD ($1000) |
Institutionellt ägande och aktieägare
American Century ETF Trust - Avantis U.S. Equity ETF (US:AVUS) har 479 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 75,359,418 aktier. Största aktieägare inkluderar HB Wealth Management, LLC, American Century Companies Inc, Oak Root LLC, Annex Advisory Services, LLC, AVGE - Avantis All Equity Markets ETF, LPL Financial LLC, Maseco Llp, Colony Group, LLC, Envestnet Asset Management Inc, and Vista Wealth Management Group, LLC .
American Century ETF Trust - Avantis U.S. Equity ETF (ARCA:AVUS) 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 11, 2025 is 108,00 / share. Previously, on September 12, 2024, the share price was 91,86 / share. This represents an increase of 17,57% 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.
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Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-07-23 | 13F | Quarry Hill Advisors, Llc | 57 582 | 16,47 | 5 805 | 27,11 | ||||
2025-07-10 | 13F | Exchange Traded Concepts, Llc | 4 866 | 491 | ||||||
2025-07-11 | 13F | Wealth Management Partners, LLC | 14 260 | 16,28 | 1 451 | 28,09 | ||||
2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 5 316 | −25,64 | 491 | −29,05 | ||||
2025-07-15 | 13F | Mather Group, Llc. | 3 143 | 0,00 | 317 | 8,97 | ||||
2025-07-28 | 13F | Harbour Investments, Inc. | 3 282 | 0,00 | 331 | 8,91 | ||||
2025-07-08 | 13F | Holcombe Financial, Inc. | 43 903 | −35,92 | 4 426 | −30,07 | ||||
2025-08-11 | 13F | United Capital Financial Advisers, Llc | 11 867 | −0,75 | 1 196 | 8,33 | ||||
2025-07-25 | 13F | Tranquility Partners, LLC | 5 334 | 8,06 | 538 | 18,02 | ||||
2025-08-11 | 13F | Morling Financial Advisors, LLC | 55 031 | 1,76 | 5 548 | 11,07 | ||||
2025-05-09 | 13F | Citizens Financial Group Inc/ri | 0 | −100,00 | 0 | |||||
2025-07-10 | 13F | Vista Investment Partners Llc | 22 982 | 2 317 | ||||||
2025-08-14 | 13F | Clarity Asset Management, Inc. | 3 936 | −7,28 | 397 | 1,02 | ||||
2025-07-15 | 13F | SJS Investment Consulting Inc. | 110 802 | 2 162,65 | 11 171 | 2 371,46 | ||||
2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 10 926 | 0,30 | 1 102 | 9,44 | ||||
2025-07-25 | 13F | Lion Street Advisors, LLC | 29 751 | 10,83 | 3 000 | 20,98 | ||||
2025-07-22 | 13F | Awm Capital, Llc | 427 341 | 2,66 | 43 085 | 12,04 | ||||
2025-08-06 | 13F | Modera Wealth Management, LLC | 1 016 141 | 16,46 | 102 447 | 27,11 | ||||
2025-08-14 | 13F | GWM Advisors LLC | 79 298 | −7,95 | 7 995 | 0,46 | ||||
2025-07-29 | 13F | Aspiriant, Llc | 4 493 | 0,00 | 453 | 8,92 | ||||
2025-07-24 | 13F | Leo Wealth, LLC | 465 124 | 74,38 | 46 936 | 90,48 | ||||
2025-08-08 | 13F | Larson Financial Group LLC | 644 | −61,58 | 65 | −58,44 | ||||
2025-08-06 | 13F | Savant Capital, LLC | 17 916 | 68,46 | 1 806 | 83,91 | ||||
2025-08-14 | 13F | Atomi Financial Group, Inc. | 7 665 | 27,75 | 773 | 39,35 | ||||
2025-08-14 | 13F | Modern Wealth Management, LLC | 26 782 | 97,20 | 2 700 | 115,31 | ||||
2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-13 | 13F | Correct Capital Wealth Management | 13 948 | 1,29 | 1 406 | 10,53 | ||||
2025-07-28 | 13F | RCS Financial Planning, LLC | 2 581 | −65,36 | 260 | −62,21 | ||||
2025-07-29 | 13F | Monument Group Wealth Advisors, LLC | 7 786 | 0,00 | 785 | 9,04 | ||||
2025-07-29 | 13F | International Assets Investment Management, Llc | 3 609 | 0,00 | 364 | 9,01 | ||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 1 112 693 | 3,34 | 112 | 13,13 | ||||
2025-08-04 | 13F | REDW Wealth LLC | 175 387 | 0,75 | 17 682 | 9,96 | ||||
2025-07-10 | 13F | Websterrogers Financial Advisors, Llc | 262 369 | −1,36 | 26 452 | 7,66 | ||||
2025-08-07 | 13F | PCG Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Trustmark National Bank Trust Department | 14 423 | 0,00 | 1 454 | 9,16 | ||||
2025-07-15 | 13F | Bannerman Wealth Management Group, Llc | 48 671 | −11,69 | 4 907 | −3,61 | ||||
2025-07-22 | 13F | DBK Financial Counsel, LLC | 7 367 | 0,00 | 743 | 9,12 | ||||
2025-07-30 | 13F | Strategic Blueprint, LLC | 463 135 | 8,49 | 46 693 | 18,40 | ||||
2025-08-14 | 13F | RMB Capital Management, LLC | 7 219 | 13,90 | 728 | 24,27 | ||||
2025-07-29 | 13F | AssuredPartners Investment Advisors, LLC | 2 719 | −20,19 | 274 | −12,74 | ||||
2025-07-30 | 13F | Citizens & Northern Corp | 11 523 | −2,54 | 1 162 | 6,32 | ||||
2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 175 871 | 17 731 | ||||||
2025-08-14 | 13F | Full Sail Capital, LLC | 661 941 | −0,84 | 66 737 | 8,22 | ||||
2025-08-25 | 13F | BLVD Private Wealth, LLC | 43 635 | 4 399 | ||||||
2025-08-08 | 13F | Hartland & Co., LLC | 10 | 0,00 | 1 | |||||
2025-07-08 | 13F/A | Salem Investment Counselors Inc | 1 686 | 0,00 | 170 | 9,03 | ||||
2025-08-15 | 13F | Equitable Holdings, Inc. | 9 331 | 24,43 | 941 | 35,84 | ||||
2025-07-29 | 13F | Lutz Financial Services LLC | 3 804 | 384 | ||||||
2025-07-08 | 13F | Apella Capital, LLC | 170 903 | −9,59 | 17 386 | 3,25 | ||||
2025-08-12 | 13F/A | Cozad Asset Management Inc | 17 016 | 7,78 | 1 716 | 17,63 | ||||
2025-07-17 | 13F | Porter White Investment Advisors, Inc. | 11 888 | 0,00 | 1 199 | 9,11 | ||||
2025-08-01 | 13F | Zhang Financial LLC | 149 826 | −3,11 | 15 106 | 5,75 | ||||
2025-07-31 | 13F | Ramsay, Stattman, Vela & Price, Inc. | 2 466 | 0,00 | 249 | 9,25 | ||||
2025-08-04 | 13F | Assetmark, Inc | 268 | 0,00 | 27 | 12,50 | ||||
2025-04-17 | 13F | Vista Wealth Management Group, LLC | 1 659 169 | 5,87 | 153 274 | 0,90 | ||||
2025-08-11 | 13F | Citigroup Inc | 409 | 326,04 | 41 | 412,50 | ||||
2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 81 | 0,00 | 8 | 14,29 | ||||
2025-07-21 | 13F | Trellis Wealth Advisors LLC | 219 521 | −0,12 | 22 132 | 9,00 | ||||
2025-07-23 | 13F | L.K. Benson & Company, P.C. | 5 536 | 0,97 | 558 | 10,28 | ||||
2025-08-05 | 13F | Continuum Wealth Advisors, Llc | 261 110 | −18,81 | 26 325 | −11,40 | ||||
2025-08-14 | 13F | Jane Street Group, Llc | 12 503 | 1 261 | ||||||
2025-08-13 | 13F | Capital Group Private Client Services, Inc. | 57 260 | 0,31 | 5 773 | 9,46 | ||||
2025-07-14 | 13F | Park Avenue Securities Llc | 597 681 | 12,42 | 60 | 22,45 | ||||
2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 2 534 | −42,88 | 255 | −37,65 | ||||
2025-07-22 | 13F | SOL Capital Management CO | 84 442 | 20,40 | 9 | 33,33 | ||||
2025-07-03 | 13F | Collective Family Office Llc | 15 760 | −6,45 | 1 589 | 2,06 | ||||
2025-07-18 | 13F | Trilogy Capital Inc. | 2 189 | −5,44 | 221 | 3,29 | ||||
2025-08-13 | 13F | JRM Investment Counsel, LLC | 324 632 | 6,01 | 32 729 | 15,70 | ||||
2025-08-14 | 13F | EP Wealth Advisors, Inc. | 2 145 | 0,00 | 216 | 9,09 | ||||
2025-08-12 | 13F | Accredited Wealth Management, LLC | 137 900 | 13 903 | ||||||
2025-07-15 | 13F | Armis Advisers, LLC | 56 267 | −5,92 | 5 673 | 2,68 | ||||
2025-07-21 | 13F | Creative Capital Management Investments LLC | 2 185 | 0,00 | 220 | 9,45 | ||||
2025-08-14 | 13F | UBS Group AG | 75 433 | −13,45 | 7 605 | −5,54 | ||||
2025-07-23 | 13F | Element Wealth, LLC | 3 731 | 376 | ||||||
2025-07-30 | 13F | Clune & Associates, Ltd. | 2 080 | 210 | ||||||
2025-04-30 | 13F | Index Fund Advisors, Inc. | 0 | −100,00 | 0 | |||||
2025-07-03 | 13F | Lam Group, Inc. | 11 160 | 6,49 | 1 125 | 16,22 | ||||
2025-07-30 | 13F | Castle Wealth Management Llc | 0 | −100,00 | 0 | |||||
2025-08-08 | 13F | RAM Investment Partners, LLC | 27 100 | 244,56 | 2 732 | 276,31 | ||||
2025-08-14 | 13F | Disciplina Capital Management LLC | 404 131 | 0,76 | 40 745 | 9,96 | ||||
2025-08-13 | 13F | Brown Advisory Inc | 6 554 | 0,00 | 661 | 9,09 | ||||
2025-07-25 | 13F | Almanack Investment Partners, LLC. | 2 040 | 206 | ||||||
2025-08-12 | 13F | Burk Holdings LLC | 25 612 | 94,02 | 2 582 | 111,81 | ||||
2025-08-14 | 13F | Aprio Wealth Management, LLC | 8 614 | 0,27 | 868 | 9,46 | ||||
2025-07-29 | 13F | Werba Rubin Papier Wealth Management | 651 767 | 4,82 | 65 711 | 14,40 | ||||
2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 8 820 | −0,01 | 889 | 9,21 | ||||
2025-08-14 | 13F | Certified Advisory Corp | 46 151 | 72,46 | 4 653 | 88,19 | ||||
2025-07-29 | 13F | Calamos Wealth Management LLC | 2 673 | 0,00 | 269 | 9,35 | ||||
2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 292 | 0,00 | 29 | 11,54 | ||||
2025-07-11 | 13F | Rockwood Wealth Management, LLC | 595 701 | 53,63 | 60 059 | 67,67 | ||||
2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 4 | 0 | ||||||
2025-08-01 | 13F | Red Lighthouse Investment Management, Llc | 426 097 | −0,40 | 42 959 | 12,20 | ||||
2025-07-28 | NP | AVMA - Avantis Moderate Allocation ETF | 85 182 | −6,51 | 8 203 | −8,41 | ||||
2025-07-29 | 13F | Chevy Chase Trust Holdings, Inc. | 2 911 | 0,00 | 293 | 9,33 | ||||
2025-07-18 | 13F | Heritage Financial Services, LLC | 5 573 | 0,00 | 562 | 9,14 | ||||
2025-08-15 | 13F | Lantern Wealth Advisors, LLC | 88 731 | 5,55 | 8 946 | 9,78 | ||||
2025-07-17 | 13F | Symmetry Partners, LLC | 74 074 | −30,33 | 7 468 | −23,97 | ||||
2025-08-07 | 13F | Lakeridge Wealth Management LLC | 80 910 | 1,60 | 8 157 | 10,89 | ||||
2025-07-11 | 13F | Annex Advisory Services, LLC | 2 585 372 | 11,48 | 260 657 | 21,67 | ||||
2025-07-17 | 13F | HB Wealth Management, LLC | 3 735 407 | 218,11 | 376 603 | 247,18 | ||||
2025-07-16 | 13F | Squire Investment Management Company, LLC | 5 603 | 0,00 | 565 | 9,09 | ||||
2025-04-14 | 13F | Objectivity Squared, LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-12 | 13F | Passive Capital Management, LLC. | 192 937 | 0,37 | 19 525 | 9,96 | ||||
2025-08-13 | 13F | Townsquare Capital Llc | 82 215 | 14,87 | 8 289 | 25,35 | ||||
2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 2 096 | 211 | ||||||
2025-07-15 | 13F | Garrett Investment Advisors LLC | 13 056 | 4,20 | 1 316 | 13,74 | ||||
2025-07-23 | 13F | HTG Investment Advisors, Inc. | 206 552 | 12,20 | 20 825 | 22,44 | ||||
2025-07-14 | 13F | Buttonwood Financial Group, LLC | 231 110 | 2,28 | 23 511 | 21,38 | ||||
2025-08-13 | 13F | Avestar Capital, LLC | 5 656 | 2,19 | 570 | 11,55 | ||||
2025-07-29 | NP | EBI - Longview Advantage ETF | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-12 | 13F | Nemes Rush Group LLC | 275 | 32,85 | 28 | 42,11 | ||||
2025-08-04 | 13F | Arcadia Wealth Management, Inc. | 295 806 | 11,03 | 29 823 | 21,18 | ||||
2025-08-14 | 13F | Freedom Financial Partners LLC | 248 783 | 4,66 | 25 080 | 14,21 | ||||
2025-08-12 | 13F | Sandhill Capital Partners LLC | 2 482 | 250 | ||||||
2025-06-27 | NP | TWSMX - Strategic Allocation: Moderate Fund Investor Class This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 502 305 | 3,65 | 45 524 | −6,34 | ||||
2025-08-14 | 13F | CoreCap Advisors, LLC | 104 568 | 20,82 | 10 543 | 31,86 | ||||
2025-08-04 | 13F | Atria Investments Llc | 0 | −100,00 | 0 | |||||
2025-08-15 | 13F | CI Private Wealth, LLC | 1 039 992 | −0,04 | 104 852 | 9,09 | ||||
2025-08-13 | 13F | Level Four Advisory Services, Llc | 9 450 | 0,00 | 953 | 9,17 | ||||
2025-07-14 | 13F | AdvisorNet Financial, Inc | 25 | 3 | ||||||
2025-08-07 | 13F | Resources Investment Advisors, LLC. | 580 538 | −22,57 | 58 530 | −15,49 | ||||
2025-08-07 | 13F | Allworth Financial LP | 174 479 | −2,49 | 17 591 | 9,37 | ||||
2025-07-15 | 13F | Oak Wealth Advisors LLC | 207 329 | −11,41 | 20 903 | −3,32 | ||||
2025-08-14 | 13F | Smartleaf Asset Management LLC | 2 421 | 4,17 | 243 | 14,08 | ||||
2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 53 483 | 3,42 | 5 392 | 12,87 | ||||
2025-08-25 | 13F/A | Promus Capital, LLC | 480 | 48 | ||||||
2025-07-23 | 13F | Wealth Management Nebraska | 8 244 | 0,16 | 828 | 8,82 | ||||
2025-08-01 | 13F | SwitchPoint Financial Planning, LLC | 19 146 | 1 930 | ||||||
2025-07-30 | 13F | Bayshore Asset Management, Llc | 72 033 | −3,76 | 7 262 | 5,03 | ||||
2025-05-09 | 13F | Deutsche Bank Ag\ | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-07 | 13F | Sollinda Capital Management LLC | 57 121 | 20,42 | 5 759 | 31,40 | ||||
2025-07-23 | 13F | Austin Asset Management Co Inc | 8 915 | −84,80 | 899 | −83,42 | ||||
2025-08-11 | 13F | Principal Securities, Inc. | 1 089 | 2,54 | 110 | 6,86 | ||||
2025-07-28 | 13F | BRYN MAWR TRUST Co | 60 | 6 | ||||||
2025-08-11 | 13F | Stonebrook Private Inc. | 2 568 | −0,19 | 259 | 8,86 | ||||
2025-08-12 | 13F | Vickerman Investment Advisors, Inc. | 2 652 | −8,49 | 267 | 0,00 | ||||
2025-08-11 | 13F | Private Advisor Group, LLC | 69 743 | 71,14 | 7 031 | 86,80 | ||||
2025-08-11 | 13F | Rothschild Investment Llc | 2 275 | 0,00 | 229 | 9,05 | ||||
2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 0 | −100,00 | 0 | |||||
2025-08-11 | 13F | M Wealth Management, LLC | 14 966 | 0,00 | 1 509 | 9,12 | ||||
2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 70 838 | 35,18 | 7 142 | 47,51 | ||||
2025-07-21 | 13F | Life Planning Partners, Inc | 26 099 | 112,29 | 2 631 | 131,81 | ||||
2025-08-01 | 13F | Bessemer Group Inc | 2 688 | 0,00 | 0 | |||||
2025-07-16 | 13F | Perigon Wealth Management, LLC | 81 585 | −2,97 | 8 225 | 5,90 | ||||
2025-07-09 | 13F | Hardin Capital Partners, LLC | 10 436 | 24,82 | 1 056 | 36,79 | ||||
2025-07-25 | 13F | NorthRock Partners, LLC | 2 653 | 0,00 | 267 | 8,98 | ||||
2025-08-04 | 13F | McMill Wealth Management | 4 834 | 0,31 | 486 | 9,21 | ||||
2025-07-17 | 13F | Baron Silver Stevens Financial Advisors, Llc | 4 229 | 0,00 | 426 | 9,23 | ||||
2025-07-22 | 13F | Visionary Horizons, LLC | 55 822 | 4,12 | 5 628 | 13,65 | ||||
2025-08-19 | 13F | Advisory Services Network, LLC | 20 086 | 2,09 | 2 071 | 13,92 | ||||
2025-07-17 | 13F | Sage Rhino Capital Llc | 83 621 | −18,73 | 8 431 | −11,31 | ||||
2025-08-05 | 13F | WorthPointe, LLC | 257 110 | −1,10 | 25 922 | 7,93 | ||||
2025-08-08 | 13F | Cetera Investment Advisers | 39 809 | 8,79 | 4 014 | 18,73 | ||||
2025-07-09 | 13F | GEM Asset Management, LLC | 2 022 | 206 | ||||||
2025-08-08 | 13F | Avantax Advisory Services, Inc. | 76 574 | −16,66 | 7 720 | −9,05 | ||||
2025-07-28 | 13F | SFG Wealth Management, LLC. | 0 | −100,00 | 0 | |||||
2025-07-29 | 13F | Private Trust Co Na | 9 019 | −1,83 | 909 | 7,19 | ||||
2025-08-04 | 13F | Haven Private, LLC | 3 482 | 51,33 | 351 | 65,57 | ||||
2025-08-14 | 13F | Aqr Capital Management Llc | 12 493 | 432,75 | 1 259 | 482,87 | ||||
2025-08-01 | 13F | Facet Wealth, Inc. | 22 331 | −23,45 | 2 302 | −14,49 | ||||
2025-08-13 | 13F | First Trust Advisors Lp | 15 448 | 140,40 | 1 557 | 162,56 | ||||
2025-08-05 | 13F | Sigma Planning Corp | 3 195 | −19,24 | 322 | −11,78 | ||||
2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 8 929 | 23,06 | 900 | 34,33 | ||||
2025-08-05 | 13F | Bank of New York Mellon Corp | 574 539 | 6,52 | 57 925 | 16,25 | ||||
2025-07-15 | 13F | Financial Partners Group, Inc | 3 536 | 0,40 | 357 | 9,54 | ||||
2025-07-14 | 13F | Sowell Financial Services LLC | 2 689 | 0,00 | 271 | 9,27 | ||||
2025-07-30 | 13F | Parcion Private Wealth LLC | 11 602 | 0,00 | 1 170 | 9,15 | ||||
2025-08-29 | 13F | Evolution Wealth Management Inc. | 939 | 95 | ||||||
2025-07-15 | 13F | RVW Wealth, LLC | 831 705 | −6,79 | 83 852 | 1,73 | ||||
2025-08-14 | 13F | Knightsbridge Asset Management, Llc | 10 418 | −53,30 | 1 050 | −49,03 | ||||
2025-07-16 | 13F | Plancorp, LLC | 530 115 | 0,32 | 53 446 | 9,49 | ||||
2025-08-08 | 13F | Good Life Advisors, LLC | 58 662 | 7,58 | 5 914 | 17,41 | ||||
2025-08-12 | 13F | SRS Capital Advisors, Inc. | 650 | 66 | ||||||
2025-07-22 | 13F | USAdvisors Wealth Management, LLC | 10 701 | −0,01 | 1 | |||||
2025-05-05 | 13F | Gallacher Capital Management LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-25 | 13F | Cwm, Llc | 30 077 | −1,79 | 3 | 50,00 | ||||
2025-07-14 | 13F | Abacus Wealth Partners, LLC | 2 134 | 215 | ||||||
2025-07-14 | 13F | McGlone Suttner Wealth Management, Inc. | 494 121 | 3,72 | 49 817 | 13,20 | ||||
2025-07-18 | 13F | Fmb Wealth Management | 139 948 | 11,88 | 14 110 | 22,10 | ||||
2025-08-14 | 13F | Ieq Capital, Llc | 6 398 | 0,16 | 645 | 9,32 | ||||
2025-08-13 | 13F | Balance Wealth, LLC | 0 | −100,00 | 0 | |||||
2025-08-04 | 13F | Pensionmark Financial Group, Llc | 366 093 | 21,74 | 36 909 | 32,86 | ||||
2025-07-31 | 13F | Fielder Capital Group LLC | 43 587 | −9,48 | 4 394 | −1,21 | ||||
2025-04-14 | 13F | Greenspring Advisors, LLC | 101 891 | 3,76 | 9 413 | −1,11 | ||||
2025-08-07 | 13F | Fonville Wealth Management LLC | 115 849 | 5,43 | 11 680 | 16,08 | ||||
2025-05-12 | 13F | Independent Advisor Alliance | 0 | −100,00 | 0 | |||||
2025-08-11 | 13F | Nomura Asset Management Co Ltd | 0 | 0 | ||||||
2025-08-14 | 13F | Herold Advisors, Inc. | 159 120 | 0,26 | 16 042 | 9,42 | ||||
2025-04-29 | 13F | Brookstone Capital Management | 0 | −100,00 | 0 | |||||
2025-07-16 | 13F | Meredith Wealth Planning | 82 657 | 23,04 | 8 334 | 34,29 | ||||
2025-08-14 | 13F | Operose Advisors LLC | 137 | 0,00 | 14 | 8,33 | ||||
2025-07-31 | 13F | CVA Family Office, LLC | 150 501 | 2,10 | 15 174 | 11,43 | ||||
2025-07-17 | 13F | Smith Anglin Financial, LLC | 114 933 | −86,99 | 11 588 | −85,80 | ||||
2025-08-05 | 13F | Hutchens & Kramer Investment Management Group, LLC | 137 710 | 80,46 | 13 936 | 97,70 | ||||
2025-07-21 | 13F | Ameritas Advisory Services, LLC | 2 697 | −33,33 | 272 | −29,97 | ||||
2025-08-05 | 13F | Bridgewater Advisors Inc. | 596 319 | 3,94 | 61 886 | 18,75 | ||||
2025-07-28 | 13F | Acorn Financial Advisory Services Inc /adv | 163 881 | −2,54 | 16 522 | 6,36 | ||||
2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 500 | 0,00 | 50 | 25,00 | ||||
2025-08-14 | 13F | Glenview Trust Co | 231 732 | −0,04 | 23 363 | 9,10 | ||||
2025-07-17 | 13F | Global Trust Asset Management, LLC | 30 | 0,00 | 3 | 50,00 | ||||
2025-07-29 | 13F | TFC Financial Management | 1 166 | 0,00 | 118 | 9,35 | ||||
2025-08-07 | 13F | CENTRAL TRUST Co | 1 146 | 774,81 | 116 | 858,33 | ||||
2025-08-13 | 13F | SageView Advisory Group, LLC | 30 188 | −0,76 | 3 144 | 11,93 | ||||
2025-07-28 | 13F | RFG Advisory, LLC | 0 | −100,00 | 0 | |||||
2025-07-31 | 13F | Jordan Park Group LLC | 6 898 | 0,00 | 695 | 9,11 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-12 | 13F | Leigh Baldwin & Co., Llc | 0 | −100,00 | 0 | |||||
2025-07-17 | 13F | CWA Asset Management Group, LLC | 2 869 | 289 | ||||||
2025-08-08 | 13F | Austin Wealth Management, LLC | 10 804 | 1 114 | ||||||
2025-07-24 | 13F | Edge Financial Advisors LLC | 6 410 | 648 | ||||||
2025-07-25 | 13F | Verdence Capital Advisors LLC | 2 882 | −22,34 | 291 | −15,20 | ||||
2025-08-14 | 13F | Integrated Wealth Concepts LLC | 11 076 | −0,52 | 1 117 | 8,56 | ||||
2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 279 | 0,00 | 28 | 7,69 | ||||
2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 2 450 | 0,00 | 247 | 9,29 | ||||
2025-08-06 | 13F | Rialto Wealth Management, LLC | 94 | 0,00 | 9 | 12,50 | ||||
2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2 718 | 0,00 | 274 | 9,16 | ||||
2025-07-18 | 13F | Dogwood Wealth Management LLC | 2 731 | −2,50 | 278 | 7,36 | ||||
2025-08-04 | 13F | Savvy Advisors, Inc. | 4 033 | −17,46 | 407 | −9,98 | ||||
2025-07-22 | 13F | Belpointe Asset Management LLC | 3 917 | 0,00 | 395 | 9,14 | ||||
2025-07-17 | 13F | LexAurum Advisors, LLC | 209 927 | 24,81 | 21 165 | 36,22 | ||||
2025-08-14 | 13F | Family Office Research LLC | 113 087 | 16,60 | 11 401 | 27,26 | ||||
2025-08-05 | 13F | AGH Wealth Advisors, LLC | 12 397 | 2,84 | 1 250 | 12,31 | ||||
2025-08-06 | 13F | Cloud Capital Management, LLC | 57 492 | 292,46 | 6 | 400,00 | ||||
2025-07-30 | 13F | Caliber Wealth Management, LLC / KS | 460 285 | 14,24 | 46 406 | 24,67 | ||||
2025-08-12 | 13F | Cooper/haims Advisors, Llc | 13 967 | 0,31 | 1 408 | 9,49 | ||||
2025-08-13 | 13F | Renaissance Technologies Llc | 7 400 | −53,46 | 746 | −49,18 | ||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 152 260 | −39,07 | 15 351 | −33,51 | ||||
2025-07-23 | 13F | Elevate Wealth Advisory, Inc | 2 113 | −76,71 | 213 | −74,70 | ||||
2025-08-05 | 13F | Integrity Wealth Solutions LLC | 43 293 | −1,29 | 4 365 | 7,73 | ||||
2025-08-15 | 13F | Brown Financial Advisors | 5 275 | 532 | ||||||
2025-08-11 | 13F | Trajan Wealth LLC | 162 919 | 3,62 | 16 425 | 13,08 | ||||
2025-08-14 | 13F | Financial Advisory Service, Inc. | 10 307 | 3,50 | 1 039 | 13,06 | ||||
2025-07-21 | 13F | Keb Asset Management, Llc | 6 023 | −75,50 | 607 | −73,26 | ||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 1 674 852 | 2,24 | 168 859 | 11,58 | ||||
2025-08-08 | 13F | Truepoint, Inc. | 8 015 | −70,72 | 808 | −68,05 | ||||
2025-08-14 | 13F | Eaton-Cambridge Inc. | 50 865 | 4,05 | 5 128 | 13,58 | ||||
2025-07-29 | 13F | Flagstone Financial Management | 131 134 | 5,82 | 13 221 | 15,48 | ||||
2025-07-07 | 13F | Versant Capital Management, Inc | 64 774 | −0,06 | 6 530 | 9,07 | ||||
2025-07-31 | 13F | MN Wealth Advisors, LLC | 61 820 | −0,10 | 6 233 | 9,03 | ||||
2025-08-07 | 13F | Brio Consultants, LLC | 68 359 | −15,08 | 6 892 | −7,33 | ||||
2025-05-16 | 13F | Empowered Funds, LLC | 0 | −100,00 | 0 | |||||
2025-07-15 | 13F | Signet Financial Management, Llc | 6 857 | −21,36 | 691 | −14,16 | ||||
2025-08-14 | 13F | Qube Research & Technologies Ltd | 964 | 17,56 | 97 | 29,33 | ||||
2025-07-22 | 13F | Simplicity Wealth,LLC | 1 359 030 | 111,89 | 137 017 | 131,24 | ||||
2025-07-08 | 13F | Atwood & Palmer Inc | 183 | 18 | ||||||
2025-07-10 | 13F | Wedmont Private Capital | 91 640 | 0,04 | 9 378 | 17,64 | ||||
2025-08-14 | 13F | Betterment LLC | 60 610 | 8,47 | 6 | 20,00 | ||||
2025-08-11 | 13F | HighTower Advisors, LLC | 1 637 938 | 2,47 | 165 137 | 11,84 | ||||
2025-07-31 | 13F | Orion Capital Management LLC | 125 714 | 4,83 | 12 674 | 14,41 | ||||
2025-07-09 | 13F | Seaside Wealth Management, Inc. | 3 032 | 306 | ||||||
2025-08-12 | 13F | Hill Investment Group Partners, LLC | 4 194 | 22,99 | 423 | 33,97 | ||||
2025-07-29 | 13F | Mattson Financial Services, LLC | 12 879 | 1 013,14 | 1 298 | 1 124,53 | ||||
2025-08-01 | 13F | Transcend Wealth Collective, Llc | 2 887 | −22,33 | 291 | −15,16 | ||||
2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 474 | 48 | ||||||
2025-08-08 | 13F | L & S Advisors Inc | 43 673 | 9,48 | 4 403 | 19,48 | ||||
2025-08-15 | 13F | Prevail Innovative Wealth Advisors, Llc | 23 597 | 17,47 | 2 379 | 28,25 | ||||
2025-08-13 | 13F | Baird Financial Group, Inc. | 9 000 | 0,00 | 907 | 9,15 | ||||
2025-08-14 | 13F | Bank Of America Corp /de/ | 463 863 | −34,34 | 46 767 | −28,34 | ||||
2025-07-17 | 13F | XY Planning Network, Inc. | 20 298 | 41,92 | 2 046 | 54,88 | ||||
2025-04-28 | 13F | Great Point Wealth Advisors, LLC | 1 136 946 | 0,03 | 105 031 | −4,66 | ||||
2025-07-25 | 13F | BCR Wealth Strategies, LLC | 669 524 | 3,19 | 68 | 13,56 | ||||
2025-07-24 | 13F | Accredited Investor Services, Llc | 473 857 | 2,70 | 47 774 | 12,09 | ||||
2025-08-13 | 13F | WCG Wealth Advisors LLC | 408 323 | 9,29 | 41 167 | 19,27 | ||||
2025-07-15 | 13F | Maseco Llp | 2 093 479 | 211 002 | ||||||
2025-07-08 | 13F | Henrickson Nauta Wealth Advisors, Inc. | 196 863 | 4,20 | 19 848 | 22,54 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | 3 454 | −62,32 | 348 | −58,87 | ||||
2025-08-14 | 13F | Comerica Bank | 822 | −4,08 | 83 | 3,80 | ||||
2025-05-02 | 13F | Transcendent Capital Group LLC | 0 | −100,00 | 0 | |||||
2025-07-28 | 13F | WealthPlan Investment Management, LLC | 8 597 | 867 | ||||||
2025-08-04 | 13F | Spire Wealth Management | 269 | −70,92 | 27 | −68,24 | ||||
2025-07-17 | 13F | Sound Income Strategies, LLC | 449 | −6,65 | 45 | 2,27 | ||||
2025-08-12 | 13F | Auxano Advisors, LLC | 69 239 | −3,98 | 6 981 | 4,79 | ||||
2025-08-14 | 13F | IHT Wealth Management, LLC | 150 695 | −23,80 | 15 193 | −16,84 | ||||
2025-04-29 | 13F | Callan Capital, LLC | 66 308 | −12,56 | 6 126 | −16,67 | ||||
2025-07-10 | 13F | Strathmore Capital Advisors, Inc. | 6 987 | 715 | ||||||
2025-07-17 | 13F | Northwest Wealth Management, Llc | 86 069 | −1,89 | 8 677 | 7,07 | ||||
2025-08-13 | 13F | Jones Financial Companies Lllp | 20 856 | 181,42 | 2 095 | 207,94 | ||||
2025-08-06 | 13F | Rps Advisory Solutions Llc | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | AlphaCore Capital LLC | 65 361 | 544 575,00 | 6 590 | 658 800,00 | ||||
2025-05-09 | 13F | Empower Advisory Group, LLC | 0 | −100,00 | 0 | |||||
2025-08-15 | 13F | Captrust Financial Advisors | 12 313 | −1,67 | 1 241 | 7,35 | ||||
2025-05-13 | 13F | Francis Financial, Inc. | 0 | −100,00 | 0 | |||||
2025-07-24 | 13F | Ronald Blue Trust, Inc. | 297 | 0,00 | 30 | 7,41 | ||||
2025-08-07 | 13F | Summit X, LLC | 62 905 | −0,71 | 6 342 | 8,36 | ||||
2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 403 295 | −38,70 | 40 660 | −33,10 | ||||
2025-08-13 | 13F | Transce3nd, LLC | 195 | 20 | ||||||
2025-07-10 | 13F | Anderson Hoagland & Co | 113 037 | 1,36 | 11 396 | 25,58 | ||||
2025-07-16 | 13F | Midwest Heritage Bank, FSB | 3 206 | 0,31 | 323 | 9,49 | ||||
2025-07-17 | 13F | KWB Wealth | 36 032 | 3,98 | 3 329 | −0,92 | ||||
2025-07-31 | 13F | Buckingham Strategic Partners | 309 020 | −0,74 | 31 155 | 8,34 | ||||
2025-08-06 | 13F | AE Wealth Management LLC | 2 645 | 60,99 | 267 | 76,16 | ||||
2025-07-10 | 13F | Voisard Asset Management Group, Inc. | 25 811 | 16,86 | 2 602 | 27,55 | ||||
2025-08-05 | 13F | Oakwell Private Wealth Management, LLC | 6 929 | 0,00 | 699 | 9,06 | ||||
2025-07-18 | 13F | Magnolia Private Wealth, LLC | 94 494 | 30,57 | 9 527 | 42,50 | ||||
2025-08-18 | 13F/A | Kestra Investment Management, LLC | 42 077 | 70,95 | 4 242 | 86,63 | ||||
2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | Change Path, LLC | 27 904 | −24,18 | 2 813 | −17,24 | ||||
2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 20 852 | 6,57 | 2 102 | 16,33 | ||||
2025-07-25 | 13F | PrairieView Partners, LLC | 8 501 | 0,00 | 1 | |||||
2025-07-31 | 13F | Trademark Financial Management, LLC | 8 777 | −45,70 | 885 | −40,79 | ||||
2025-08-14 | 13F | Two Sigma Securities, Llc | 0 | −100,00 | 0 | |||||
2025-07-29 | 13F | Financial Symmetry Inc | 77 218 | 47,29 | 7 785 | 60,75 | ||||
2025-07-30 | 13F | WESPAC Advisors SoCal, LLC | 3 443 | −16,31 | 347 | −8,68 | ||||
2025-08-13 | 13F | Ark & Tlk Investments, Llc | 35 203 | 32,21 | 3 549 | 44,33 | ||||
2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 963 621 | 3,12 | 97 152 | 12,54 | ||||
2025-07-28 | NP | AVGE - Avantis All Equity Markets ETF | 2 384 276 | 9,18 | 229 606 | 6,95 | ||||
2025-08-11 | 13F | Tidemark, LLC | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 61 | 6 000,00 | 6 | |||||
2025-07-28 | 13F | Private Wealth Asset Management, LLC | 1 954 | 0,00 | 197 | 9,44 | ||||
2025-08-12 | 13F | NFP Retirement, Inc. | 5 529 | −3,39 | 557 | 5,49 | ||||
2025-08-05 | 13F | Atlas Wealth LLC | 40 973 | 194,62 | 4 146 | 222,90 | ||||
2025-08-08 | 13F | Fortis Group Advisors, LLC | 18 181 | −43,94 | 1 874 | −37,43 | ||||
2025-07-30 | 13F | TFB Advisors LLC | 16 163 | −11,18 | 1 630 | −3,09 | ||||
2025-08-18 | 13F | Geneos Wealth Management Inc. | 637 | −89,76 | 64 | −88,85 | ||||
2025-08-13 | 13F | B&D White Capital Company, LLC | 363 535 | −58,30 | 36 652 | −54,49 | ||||
2025-08-12 | 13F | LPL Financial LLC | 2 230 883 | 3,78 | 224 918 | 13,26 | ||||
2025-07-11 | 13F/A | Umb Bank N A/mo | 13 531 | −0,72 | 1 364 | 8,34 | ||||
2025-08-01 | 13F | Bull Oak Capital, LLC | 113 462 | −54,72 | 11 439 | −50,58 | ||||
2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 3 944 | 398 | ||||||
2025-08-11 | 13F | Avantax Planning Partners, Inc. | 3 142 | 33,47 | 317 | 45,62 | ||||
2025-08-01 | 13F | Winebrenner Capital Management Llc | 4 046 | 19,81 | 408 | 30,87 | ||||
2025-07-17 | 13F | Lauterbach Financial Advisors, LLC | 3 031 | 0,20 | 306 | 9,32 | ||||
2025-07-17 | 13F | Claris Advisors, Llc / Mo / | 3 287 | 331 | ||||||
2025-08-13 | 13F | Cresset Asset Management, LLC | 749 460 | 0,20 | 75 561 | 9,35 | ||||
2025-08-11 | 13F | Keyes, Stange & Wooten Wealth Management, LLC | 13 528 | 51,02 | 1 364 | 64,81 | ||||
2025-08-14 | 13F | Stifel Financial Corp | 123 059 | 3,84 | 12 407 | 13,33 | ||||
2025-07-08 | 13F | Gradient Investments LLC | 96 304 | 112,20 | 9 709 | 131,61 | ||||
2025-07-23 | 13F | Abel Hall, LLC | 13 458 | 489,23 | 1 357 | 545,71 | ||||
2025-07-08 | 13F | Paladin Wealth, LLC | 5 747 | 579 | ||||||
2025-08-14 | 13F | Pine Harbor Wealth Management, LLC | 8 836 | −0,62 | 891 | 8,40 | ||||
2025-08-19 | 13F | Asset Dedication, LLC | 845 | 67,66 | 85 | 84,78 | ||||
2025-08-18 | 13F | Arq Wealth Advisors, Llc | 128 330 | 0,00 | 11 855 | 0,00 | ||||
2025-08-14 | 13F | Cardiff Park Advisors, Llc | 179 529 | −5,25 | 18 100 | 3,41 | ||||
2025-07-29 | 13F | Angeles Wealth Management, Llc | 7 271 | 0,00 | 733 | 9,24 | ||||
2025-08-14 | 13F | Mml Investors Services, Llc | 289 717 | 8,48 | 29 | 20,83 | ||||
2025-07-15 | 13F | Oak Root LLC | 3 032 705 | −0,56 | 305 757 | 8,53 | ||||
2025-07-22 | 13F | Echo Wealth Management, LLC | 93 623 | 4,34 | 9 439 | 13,89 | ||||
2025-07-11 | 13F | Prosperity Planning, Inc. | 45 461 | 8,95 | 4 583 | 18,92 | ||||
2025-06-27 | NP | AACRX - Strategic Allocation: Conservative Fund R Class This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 163 928 | 22,10 | 14 857 | 10,33 | ||||
2025-07-03 | 13F | McLean Asset Management Corp | 152 343 | 6,26 | 15 515 | 32,97 | ||||
2025-07-28 | 13F | Axxcess Wealth Management, Llc | 87 565 | 11,36 | 8 828 | 21,53 | ||||
2025-08-13 | 13F | Integrity Investment Advisors, LLC | 61 264 | −0,75 | 6 177 | 8,31 | ||||
2025-07-09 | 13F | Procyon Private Wealth Partners, LLC | 0 | −100,00 | 0 | |||||
2025-07-09 | 13F | Aurelius Family Office LLC | 10 137 | −0,36 | 1 022 | 8,84 | ||||
2025-08-12 | 13F | BlackRock, Inc. | 865 | 74,75 | 87 | 93,33 | ||||
2025-08-07 | 13F | Tillman Hartley LLC | 19 812 | −9,38 | 1 997 | −1,09 | ||||
2025-07-07 | 13F | Kings Path Partners LLC | 215 | 9,69 | 22 | 16,67 | ||||
2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 3 132 | 0,00 | 316 | 9,00 | ||||
2025-08-14 | 13F | Hurley Capital, LLC | 153 | −16,85 | 15 | −11,76 | ||||
2025-07-24 | 13F | WMG Financial Advisors, LLC | 508 378 | 3,97 | 51 255 | 13,47 | ||||
2025-07-29 | 13F | Private Wealth Management Group, LLC | 20 307 | 1 190,97 | 2 047 | 1 311,72 | ||||
2025-07-31 | 13F | Wealthfront Advisers Llc | 22 608 | 86,84 | 2 279 | 104,03 | ||||
2025-08-13 | 13F | IAG Wealth Partners, LLC | 45 | 0,00 | 5 | 0,00 | ||||
2025-08-13 | 13F | Continuum Advisory, LLC | 0 | −100,00 | 0 | |||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 174 605 | 27,23 | 17 604 | 38,85 | ||||
2025-08-13 | 13F | Vance Wealth, Inc. | 2 376 | 240 | ||||||
2025-08-14 | 13F | Citadel Advisors Llc | Call | 0 | −100,00 | 0 | ||||
2025-07-17 | 13F | Oceanside Advisors LLC | 5 129 | −0,50 | 517 | 8,61 | ||||
2025-08-06 | 13F | First Horizon Advisors, Inc. | 1 492 | 13,46 | 150 | 23,97 | ||||
2025-08-12 | 13F | American Century Companies Inc | 3 474 063 | 0,30 | 350 255 | 9,46 | ||||
2025-07-16 | 13F | Signature Resources Capital Management, LLC | 244 883 | 7,29 | 24 689 | 17,10 | ||||
2025-07-30 | 13F | Forum Financial Management, LP | 44 116 | 76,70 | 4 448 | 92,84 | ||||
2025-08-04 | 13F | Capital Performance Advisors Llp | 23 547 | −2,59 | 2 374 | 6,31 | ||||
2025-07-30 | 13F | Prosperity Financial Group, Inc. | 2 614 | 8,24 | 264 | 17,94 | ||||
2025-08-12 | 13F | Triune Financial Partners, LLC | 34 020 | 0,31 | 3 430 | 9,45 | ||||
2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 8 777 | 13,41 | 885 | 23,81 | ||||
2025-08-13 | 13F | Rsm Us Wealth Management Llc | 2 600 | 0,00 | 262 | 9,17 | ||||
2025-08-25 | 13F | Silverlake Wealth Management Llc | 29 112 | −1,74 | 2 935 | 7,23 | ||||
2025-08-06 | 13F | Geometric Wealth Advisors | 387 561 | 54,82 | 39 074 | 68,97 | ||||
2025-08-08 | 13F | Tanglewood Legacy Advisors, LLC | 10 266 | 0,00 | 1 035 | 9,18 | ||||
2025-08-14 | 13F | Warren Averett Asset Management, LLC | 406 416 | −1,80 | 40 975 | 7,17 | ||||
2025-08-14 | 13F | Gotham Asset Management, LLC | 50 500 | 5 091 | ||||||
2025-04-30 | 13F | M&t Bank Corp | 0 | −100,00 | 0 | |||||
2025-07-11 | 13F | Physician Wealth Solutions Inc. | 38 725 | 25,87 | 3 904 | 37,37 | ||||
2025-07-14 | 13F | Parkshore Wealth Management, Inc. | 90 592 | 28,69 | 9 134 | 40,44 | ||||
2025-08-07 | 13F | Alpha Financial Advisors, LLC | 4 929 | 0,00 | 497 | 9,01 | ||||
2025-07-17 | 13F | SC&H Financial Advisors, Inc. | 675 484 | 5,95 | 68 102 | 15,63 | ||||
2025-07-23 | 13F | Sax Wealth Advisors, Llc | 139 564 | −7,79 | 14 071 | 0,63 | ||||
2025-08-07 | 13F | Atala Financial Inc | 13 650 | 0,00 | 1 376 | 9,21 | ||||
2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 257 138 | −7,98 | 25 925 | 0,43 | ||||
2025-07-09 | 13F | Intelligence Driven Advisers, LLC | 3 751 | −0,03 | 378 | 9,25 | ||||
2025-07-15 | 13F | Highland Financial Advisors, LLC | 295 952 | 4,03 | 29 838 | 13,53 | ||||
2025-07-18 | 13F | Truist Financial Corp | 6 886 | 34,26 | 694 | 46,72 | ||||
2025-07-17 | 13F | Fifth Third Securities, Inc. | 26 475 | 10,39 | 2 669 | 20,50 | ||||
2025-07-18 | 13F | BSW Wealth Partners | 365 900 | 6,79 | 36 890 | 16,55 | ||||
2025-07-07 | 13F | Global Wealth Strategies & Associates | 996 | 0,00 | 100 | 8,70 | ||||
2025-07-09 | 13F | Sunpointe, LLC | 20 812 | −0,82 | 2 098 | 8,26 | ||||
2025-07-29 | 13F | Wealthstream Advisors, Inc. | 4 906 | 495 | ||||||
2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 701 | −49,06 | 71 | −44,88 | ||||
2025-08-12 | 13F | Minot DeBlois Advisors LLC | 421 | 0,00 | 42 | 10,53 | ||||
2025-07-15 | 13F | Smith & Howard Wealth Management, LLC | 3 066 | 0,00 | 309 | 9,19 | ||||
2025-08-06 | 13F | Valued Wealth Advisors LLC | 25 609 | 36,57 | 2 582 | 49,02 | ||||
2025-07-17 | 13F | Mattern Wealth Management LLC | 348 017 | 24,12 | 35 087 | 35,46 | ||||
2025-07-30 | 13F/A | Divergent Planning, LLC | 230 313 | 5,24 | 23 308 | 13,84 | ||||
2025-07-28 | 13F | Morris Financial Concepts, Inc. | 25 371 | 1,11 | 2 558 | 10,31 | ||||
2025-08-05 | 13F | Avant Financial Advisors LLC | 12 275 | 11,32 | 1 238 | 21,51 | ||||
2025-07-31 | 13F | Aspen Capital Management, LLC | 14 662 | 1 478 | ||||||
2025-07-11 | 13F | Ridgeline Wealth, LLC | 51 292 | −82,40 | 5 171 | −80,80 | ||||
2025-08-12 | 13F | Pathstone Holdings, LLC | 29 601 | −6,59 | 2 984 | 1,95 | ||||
2025-08-14 | 13F | Fmr Llc | 3 894 | 1 012,57 | 393 | 1 125,00 | ||||
2025-08-14 | 13F | Trace Wealth Advisors, LLC | 160 770 | −3,03 | 16 209 | 5,82 | ||||
2025-07-22 | 13F | Yardley Wealth Management LLC | 5 123 | 0,00 | 1 | |||||
2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 34 604 | 11,28 | 3 489 | 22,13 | ||||
2025-07-16 | 13F | Magnus Financial Group LLC | 20 552 | −6,18 | 2 072 | 2,42 | ||||
2025-08-07 | 13F | Prospect Financial Group LLC | 9 982 | 0,08 | 1 006 | 9,23 | ||||
2025-07-28 | 13F | Frazier Financial Advisors, LLC | 574 | −33,18 | 58 | −27,85 | ||||
2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 358 | 138,67 | 36 | 176,92 | ||||
2025-07-24 | 13F | Us Bancorp \de\ | 183 | 0,00 | 18 | 12,50 | ||||
2025-08-08 | 13F | SBI Securities Co., Ltd. | 11 | 0,00 | 1 | 0,00 | ||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 213 943 | −53,95 | 21 570 | −49,75 | ||||
2025-08-04 | 13F | Linscomb & Williams, Inc. | 5 159 | 130,42 | 520 | 152,43 | ||||
2025-08-13 | 13F | Gateway Wealth Partners, LLC | 109 233 | 11,89 | 11 013 | 22,11 | ||||
2025-08-14 | 13F | Two Sigma Investments, Lp | 97 500 | 9 830 | ||||||
2025-08-14 | 13F | Mariner, LLC | 334 251 | −24,32 | 33 699 | −17,41 | ||||
2025-08-06 | 13F | North Capital, Inc. | 7 875 | 0,09 | 794 | 9,23 | ||||
2025-07-17 | 13F | Willow Creek Wealth Management Inc. | 7 129 | −27,94 | 719 | −21,36 | ||||
2025-08-01 | 13F | Clark Asset Management, LLC | 2 284 | 0,48 | 230 | 10,05 | ||||
2025-03-18 | 13F | Objective Capital Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-15 | 13F | Regatta Capital Group, Llc | 14 288 | −1,92 | 1 441 | 7,06 | ||||
2025-04-29 | 13F | Paul R. Ried Financial Group, LLC | 0 | −100,00 | 0 | |||||
2025-08-04 | 13F | Waterfront Wealth Inc. | 15 112 | 0,70 | 1 524 | 9,88 | ||||
2025-08-12 | 13F | MAI Capital Management | 3 268 | 329 | ||||||
2025-08-05 | 13F | Strategic Financial Concepts, LLC | 263 783 | 6,53 | 26 595 | 16,26 | ||||
2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 1 987 | 200 | ||||||
2025-08-13 | 13F | Johnson Financial Group, Inc. | 207 | 21 | ||||||
2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 5 521 | 3,86 | 557 | 13,24 | ||||
2025-07-17 | 13F | Sterneck Capital Management, LLC | 35 910 | 3,46 | 3 620 | 12,91 | ||||
2025-08-14 | 13F | Sunbelt Securities, Inc. | 6 953 | −0,23 | 674 | 4,67 | ||||
2025-07-09 | 13F | Beacon Financial Group | 17 516 | −8,34 | 1 766 | 0,00 | ||||
2025-08-13 | 13F | VestGen Advisors, LLC | 56 208 | 5 667 | ||||||
2025-07-15 | 13F | Kwmg, Llc | 118 577 | 1,71 | 11 955 | 10,99 | ||||
2025-07-15 | 13F | Evanson Asset Management, LLC | 11 184 | 12,78 | 1 128 | 23,03 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | Put | 0 | −100,00 | 0 | ||||
2025-07-22 | 13F | My Personal CFO, LLC | 138 935 | 0,13 | 14 007 | 9,28 | ||||
2025-07-29 | 13F | Harbor Asset Planning, Inc. | 283 | 29 | ||||||
2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | −100,00 | 0 | |||||
2025-08-06 | 13F | True Wealth Design, LLC | 45 514 | 89,95 | 4 589 | 107,32 | ||||
2025-07-25 | 13F | Ruedi Wealth Management, Inc. | 35 606 | 172,78 | 3 590 | 197,84 | ||||
2025-07-30 | 13F | Canvas Wealth Advisors, LLC | 36 862 | 0,86 | 3 839 | 21,10 | ||||
2025-07-10 | 13F | Waypoint Wealth Partners Inc. | 1 059 366 | −1,97 | 106 805 | 6,99 | ||||
2025-07-31 | 13F | Curio Wealth, Llc | 68 164 | 234 948,28 | 6 872 | 46,46 | ||||
2025-07-31 | 13F | Intelligent Financial Strategies | 1 017 | −9,03 | 102 | −0,97 | ||||
2025-08-15 | 13F | Morgan Stanley | 1 149 499 | −2,73 | 115 893 | 6,16 | ||||
2025-07-29 | 13F | Arista Wealth Management, LLC | 11 361 | 215,93 | 1 145 | 244,88 | ||||
2025-07-08 | 13F | Ehrlich Financial Group | 61 155 | −19,66 | 6 166 | −12,32 | ||||
2025-08-12 | 13F | Legacy Financial Group, Inc. | 307 815 | 9,21 | 31 034 | 19,18 | ||||
2025-08-12 | 13F | Cornerstone Capital, Inc. | 9 380 | 0,00 | 946 | 9,12 | ||||
2025-07-10 | 13F | Fortress Wealth Management, Inc. | 4 254 | 429 | ||||||
2025-07-15 | 13F | Vannoy Advisory Group, Inc. | 70 142 | 0,00 | 7 072 | 9,14 | ||||
2025-05-07 | 13F | WMS Partners, LLC | 0 | −100,00 | 0 | |||||
2025-07-29 | 13F | Chicago Partners Investment Group LLC | 220 386 | 2,18 | 22 885 | 15,38 | ||||
2025-07-30 | 13F | Jackson Thornton Asset Management, Llc | 4 851 | 0,00 | 494 | 17,66 | ||||
2025-07-10 | 13F | Pacific Asset Management, LLC | 17 652 | 12,66 | 1 780 | 22,94 | ||||
2025-08-13 | 13F | Annandale Capital, LLC | 95 231 | 0,19 | 10 | 12,50 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 0 | −100,00 | 0 | |||||
2025-07-17 | 13F | Poinciana Advisors Group, Llc | 6 286 | 0,06 | 634 | 9,14 | ||||
2025-08-14 | 13F | Clarity Capital Advisors, LLC | 113 350 | 2,88 | 11 428 | 12,27 | ||||
2025-08-07 | 13F | Nwam Llc | 15 163 | −1,06 | 1 569 | 10,81 | ||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 35 005 | 0,59 | 4 | 0,00 | ||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 601 310 | 2,95 | 61 652 | 14,27 | ||||
2025-07-23 | 13F | Traphagen Investment Advisors Llc | 1 215 138 | 2,93 | 122 510 | 12,33 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 140 243 | −12,23 | 14 141 | −4,21 | ||||
2025-07-08 | 13F | Zrc Wealth Management, Llc | 30 897 | 0,06 | 3 115 | 9,22 | ||||
2025-07-30 | 13F | Paragon Advisors, LLC | 7 029 | −1,88 | 709 | 7,11 | ||||
2025-07-16 | 13F | Moisand Fitzgerald Tamayo, LLC | 2 646 | 0,00 | 267 | 9,02 | ||||
2025-07-17 | 13F | Janney Montgomery Scott LLC | 4 320 | −20,18 | 0 | |||||
2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 16 229 | 66,97 | 1 636 | 82,39 | ||||
2025-07-18 | 13F | Tanager Wealth Management LLP | 201 366 | −13,50 | 20 302 | −5,60 | ||||
2025-07-28 | 13F | Mutual Advisors, LLC | 6 151 | −4,43 | 641 | 10,34 | ||||
2025-08-14 | 13F | Colony Group, LLC | 1 928 514 | 460,20 | 194 433 | 511,38 | ||||
2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 74 058 | 14,19 | 7 467 | 24,62 | ||||
2025-07-17 | 13F | Beacon Capital Management, LLC | 0 | 0 | ||||||
2025-08-14 | 13F | Planwiser Financial, Llc | 115 043 | −10,64 | 11 982 | 1,20 | ||||
2025-07-11 | 13F | Quantum Financial Advisors, LLC | 1 108 916 | 8,34 | 111 801 | 18,24 | ||||
2025-07-24 | 13F | Riverchase Wealth Management, Llc | 25 517 | 36,27 | 2 573 | 48,76 | ||||
2025-07-14 | 13F | CRA Financial Services, LLC | 2 485 | 0,00 | 251 | 9,17 | ||||
2025-08-14 | 13F | Raymond James Financial Inc | 661 964 | 0,37 | 66 739 | 9,54 | ||||
2025-08-07 | 13F | Parkside Financial Bank & Trust | 157 | 0,00 | 16 | 7,14 | ||||
2025-08-14 | 13F | TCG Advisory Services, LLC | 10 730 | −3,65 | 1 082 | 5,16 | ||||
2025-08-14 | 13F | Ameriprise Financial Inc | 111 019 | 36,37 | 11 193 | 48,22 | ||||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 47 465 | 1,18 | 4 785 | 10,05 | ||||
2025-07-31 | 13F | Brighton Jones Llc | 6 952 | 0,10 | 701 | 9,20 | ||||
2025-08-13 | 13F | Parkworth Wealth Management, Inc. | 171 198 | 3,03 | 17 260 | 12,41 | ||||
2025-08-05 | 13F | Key FInancial Inc | 26 | 0,00 | 3 | 0,00 | ||||
2025-08-08 | 13F | Foundations Investment Advisors, LLC | 132 545 | 3,97 | 13 363 | 13,48 | ||||
2025-08-08 | 13F | Schwarz Dygos Wheeler Investment Advisors Llc | 48 044 | −1,68 | 4 844 | 7,29 | ||||
2025-08-14 | 13F | Ariadne Wealth Management, LP | 63 935 | −2,60 | 6 753 | 10,90 | ||||
2025-06-27 | NP | AAARX - Strategic Allocation: Aggressive Fund R Class This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 469 059 | 5,06 | 42 511 | −5,07 | ||||
2025-07-14 | 13F | Seed Wealth Management, Inc. | 35 925 | −18,71 | 3 622 | −11,29 | ||||
2025-08-11 | 13F | Summit Wealth Partners, LLC | 51 022 | −47,23 | 5 144 | −42,41 | ||||
2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 11 193 | −27,23 | 1 128 | −20,56 | ||||
2025-08-12 | 13F | Prosperitas Financial LLC | 2 051 | −10,86 | 207 | −2,83 | ||||
2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 8 | 0,00 | 0 | |||||
2025-08-08 | 13F | Creative Planning | 1 078 562 | −6,68 | 108 741 | 1,85 | ||||
2025-08-08 | 13F | Tortoise Investment Management, LLC | 342 698 | 7,31 | 34 551 | 17,11 | ||||
2025-08-07 | 13F | Addison Advisors LLC | 7 | 0,00 | 1 | |||||
2025-07-10 | 13F | Cypress Point Wealth Management, LLC | 53 887 | 4,83 | 5 433 | 14,41 | ||||
2025-08-07 | 13F | Commerce Bank | 4 361 | 5,08 | 440 | 14,62 | ||||
2025-08-11 | 13F | Landaas & Co /wi /adv | 2 142 | 216 | ||||||
2025-08-14 | 13F | Royal Bank Of Canada | 168 592 | 2,91 | 16 997 | 12,31 | ||||
2025-07-24 | 13F | IFP Advisors, Inc | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-12 | 13F | Global Retirement Partners, LLC | 8 456 | 1 204,94 | 852 | 1 274,19 | ||||
2025-07-18 | 13F | Vicus Capital | 28 767 | 9,27 | 2 900 | 19,29 | ||||
2025-07-25 | 13F | LRI Investments, LLC | 80 884 | −3,55 | 8 155 | 5,27 | ||||
2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 2 007 | 202 | ||||||
2025-08-04 | 13F | MeadowBrook Investment Advisors LLC | 0 | −100,00 | 0 | |||||
2025-07-14 | 13F | Acropolis Investment Management, LLC | 157 846 | 2,35 | 15 914 | 11,70 | ||||
2025-08-15 | 13F | North Ridge Wealth Advisors, Inc. | 43 359 | 24,04 | 4 371 | 35,37 | ||||
2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 30 028 | −31,88 | 3 027 | −25,66 | ||||
2025-07-23 | 13F | REAP Financial Group, LLC | 1 528 | 0,00 | 154 | 9,22 | ||||
2025-08-07 | 13F | Evoke Wealth, Llc | 3 064 | 0,00 | 309 | 8,83 | ||||
2025-08-11 | 13F | Diversified Portfolios, Inc. | 5 805 | 0,00 | 585 | 9,14 | ||||
2025-08-13 | 13F | GeoWealth Management, LLC | 189 | 0,00 | 19 | 11,76 | ||||
2025-07-14 | 13F | Clear Harbor Asset Management, LLC | 23 982 | 14,54 | 2 418 | 24,97 | ||||
2025-07-24 | 13F | Endeavor Private Wealth, Inc. | 85 583 | 15,66 | 8 628 | 26,23 | ||||
2025-08-13 | 13F | Russell Investments Group, Ltd. | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Quantinno Capital Management LP | 18 851 | 1 901 | ||||||
2025-07-15 | 13F | Fortitude Family Office, LLC | 2 275 | 0,00 | 229 | 9,05 | ||||
2025-07-24 | 13F | Grand Wealth Management, Llc | 136 495 | 6,08 | 13 761 | 15,77 | ||||
2025-08-12 | 13F | Park Square Financial Group, LLC | 84 | 0,00 | 8 | 14,29 |