Grundläggande statistik
| Institutionella ägare | 191 total, 191 long only, 0 short only, 0 long/short - change of 5,52% MRQ |
| Genomsnittlig portföljallokering | 0.1371 % - change of 7,28% MRQ |
| Institutionella aktier (lång) | 6 303 429 (ex 13D/G) - change of −0,18MM shares −2,72% MRQ |
| Institutionellt värde (lång) | $ 456 605 USD ($1000) |
Institutionellt ägande och aktieägare
Global X Funds - Global X S&P 500 Catholic Values ETF (US:CATH) har 191 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 6,303,429 aktier. Största aktieägare inkluderar CENTRAL TRUST Co, Bank Of America Corp /de/, Fund Evaluation Group, LLC, Morgan Stanley, Truist Financial Corp, Bcm Advisors, Llc, Wells Fargo & Company/mn, Cwm, Llc, Fort Washington Investment Advisors Inc /oh/, and LPL Financial LLC .
Global X Funds - Global X S&P 500 Catholic Values ETF (NasdaqGM:CATH) 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 16, 2025 is 80,28 / share. Previously, on September 17, 2024, the share price was 67,68 / share. This represents an increase of 18,62% 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
för att låsa upp premiumdata och exportera till Excel 
.
| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-11 | 13F | Private Advisor Group, LLC | 4 749 | −23,42 | 358 | −14,35 | ||||
| 2025-07-18 | 13F | Community Financial Services Group, LLC | 4 515 | −2,90 | 341 | 8,28 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 626 | 0,00 | 47 | 11,90 | ||||
| 2025-08-12 | 13F | Choate Investment Advisors | 19 055 | 0,00 | 1 438 | 11,74 | ||||
| 2025-07-28 | 13F | Courier Capital Llc | 11 757 | −1,94 | 887 | 9,64 | ||||
| 2025-08-14 | 13F | Advisor OS, LLC | 17 637 | −5,66 | 1 331 | 5,39 | ||||
| 2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 13 351 | −7,59 | 1 | |||||
| 2025-07-18 | 13F | Truist Financial Corp | 271 579 | −2,19 | 20 491 | 9,27 | ||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 366 | 0,00 | 28 | 12,50 | ||||
| 2025-07-21 | 13F | Sterling Investment Counsel, LLC | 5 521 | 0,00 | 417 | 11,83 | ||||
| 2025-08-14 | 13F | Common Fund For Nonprofit Organizations | 131 583 | 0,00 | 9 928 | 11,70 | ||||
| 2025-08-04 | 13F | Human Investing LLC | 9 940 | 6,21 | 750 | 18,51 | ||||
| 2025-07-28 | 13F | Founders Grove Wealth Partners, Llc | 6 416 | 35,33 | 484 | 51,25 | ||||
| 2025-08-07 | 13F | Fund Evaluation Group, LLC | 476 073 | −2,12 | 35 920 | 9,35 | ||||
| 2025-07-23 | 13F | Country Club Bank /gfn | 84 755 | 12,81 | 6 342 | 26,03 | ||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 643 | 0,00 | 49 | 11,63 | ||||
| 2025-08-14 | 13F | Becker Capital Management Inc | 3 355 | −12,52 | 254 | −1,93 | ||||
| 2025-08-07 | 13F | McClarren Financial Advisors, Inc. | 10 498 | 168,63 | 792 | |||||
| 2025-07-31 | 13F | Shaker Investments Llc/oh | 3 090 | 0,00 | 233 | 12,02 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 4 796 | 0,00 | 362 | 11,76 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 36 862 | −5,15 | 3 | 0,00 | ||||
| 2025-07-22 | 13F | Journey Beyond Wealth, LLC | 7 105 | −2,54 | 536 | 8,94 | ||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 630 | 0,00 | 48 | 11,90 | ||||
| 2025-07-16 | 13F | MBE Wealth Management, LLC | 5 829 | 2,03 | 440 | 14,03 | ||||
| 2025-08-04 | 13F | Keybank National Association/oh | 48 145 | −7,18 | 3 633 | 3,68 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 18 656 | 5,14 | 1 408 | 17,45 | ||||
| 2025-08-14 | 13F | Stonehaven Wealth & Tax Solutions, Llc | 25 165 | 0,14 | 1 899 | 11,84 | ||||
| 2025-07-22 | 13F | Firethorn Wealth Partners, Llc | 6 828 | −0,42 | 515 | 11,23 | ||||
| 2025-04-10 | 13F | Bremer Bank National Association | 35 974 | 1,06 | 2 430 | −3,65 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 10 977 | 0,00 | 828 | 11,74 | ||||
| 2025-07-11 | 13F | Financial Advisory Corp | 24 783 | 2,94 | 1 870 | 14,94 | ||||
| 2025-07-30 | 13F | WESPAC Advisors SoCal, LLC | 11 662 | 0,00 | 880 | 11,69 | ||||
| 2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 41 788 | 3 153 | ||||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 3 077 | 0,00 | 232 | 12,08 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 7 857 | 0,05 | 593 | 11,70 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 7 571 | 27,85 | 571 | 43,11 | ||||
| 2025-07-10 | 13F | Tompkins Financial Corp | 5 038 | 20,99 | 380 | 35,23 | ||||
| 2025-08-14 | 13F/A | Bank Julius Baer & Co. Ltd, Zurich | 1 854 | −26,22 | 140 | −17,75 | ||||
| 2025-08-11 | 13F | Pineridge Advisors LLC | 463 | 0,00 | 35 | 9,68 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 7 041 | 29,76 | 531 | 45,08 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 92 367 | 1,15 | 6 968 | 12,99 | ||||
| 2025-07-16 | 13F | Stephenson National Bank & Trust | 5 816 | −1,42 | 439 | 10,05 | ||||
| 2025-07-31 | 13F | WFA Asset Management Corp | 288 | 2,13 | 19 | 5,88 | ||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 23 030 | 0,00 | 1 744 | 12,15 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 5 470 | −3,10 | 413 | 8,14 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 416 | 0,00 | 31 | 10,71 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 110 | 0,00 | 8 | 14,29 | ||||
| 2025-07-17 | 13F | Sterling Investment Advisors, Ltd. | 3 860 | 0,00 | 291 | 11,92 | ||||
| 2025-07-23 | 13F | Asset Planning Corporation | 3 000 | 0,00 | 226 | 11,88 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 66 333 | 133,90 | 5 005 | 161,31 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 556 980 | −11,42 | 42 024 | −1,05 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 6 650 | 4,72 | 502 | 17,06 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Bridges Investment Management Inc | 4 216 | 4,07 | 318 | 16,48 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 53 720 | 0,00 | 4 053 | 11,71 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 2 872 | 219 | ||||||
| 2025-07-17 | 13F | Fort Washington Investment Advisors Inc /oh/ | 142 830 | 3,42 | 10 777 | 15,54 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 218 | 0,00 | 16 | 14,29 | ||||
| 2025-08-07 | 13F | Northwest Bancshares, Inc. | 37 974 | −5,27 | 2 865 | 5,84 | ||||
| 2025-07-30 | 13F | Clifford Swan Investment Counsel Llc | 40 530 | 0,00 | 3 058 | 11,69 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 2 900 | 220 | ||||||
| 2025-08-13 | 13F | Dana Investment Advisors, Inc. | 6 286 | 4,40 | 474 | 16,75 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 15 338 | −15,47 | 1 158 | −5,55 | ||||
| 2025-08-01 | 13F | Motco | 315 | 0,00 | 24 | 14,29 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 28 732 | 6,92 | 2 168 | 19,39 | ||||
| 2025-05-07 | 13F | Nottingham Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Swisher Financial Concepts, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Win Advisors, Inc | 5 805 | 438 | ||||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 12 475 | −0,45 | 941 | 11,23 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 1 017 | 0,20 | 77 | 11,76 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 42 684 | 0,06 | 3 220 | 11,77 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 20 140 | 2,08 | 1 520 | 14,04 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 6 109 | 0,25 | 461 | 11,92 | ||||
| 2025-08-12 | 13F | Heritage Trust Co | 5 000 | 0,00 | 377 | 11,87 | ||||
| 2025-08-13 | 13F | Polen Capital Management Llc | 46 993 | −11,86 | 3 546 | −1,56 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 148 204 | 2,12 | 11 | 22,22 | ||||
| 2025-08-12 | 13F | Planning Alternatives Ltd /adv | 2 874 | 217 | ||||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 2 805 | 212 | ||||||
| 2025-08-25 | NP | MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class | 4 147 | 113,54 | 313 | 138,17 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 602 | 7,12 | 45 | 21,62 | ||||
| 2025-08-01 | 13F | Koss-Olinger Consulting, LLC | 26 017 | −27,90 | 1 963 | −19,49 | ||||
| 2025-04-17 | 13F | Montecito Bank & Trust | 6 765 | 0,00 | 457 | −4,80 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 33 138 | −5,79 | 2 500 | 5,26 | ||||
| 2025-07-09 | 13F | Alesco Advisors Llc | 16 022 | 1,23 | 1 209 | 13,00 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 90 833 | 0,43 | 6 854 | 12,20 | ||||
| 2025-07-09 | 13F | First Bank & Trust | 89 562 | 0,00 | 6 757 | 11,70 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 5 035 | −6,72 | 380 | 4,12 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 39 | 0,00 | 3 | 0,00 | ||||
| 2025-08-14 | 13F | Widmann Financial Services, Inc. | 9 265 | 0,00 | 699 | 11,84 | ||||
| 2025-07-10 | 13F | Trust Point Inc. | 35 933 | −26,15 | 2 711 | −17,50 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 61 009 | 0,60 | 4 603 | 12,38 | ||||
| 2025-07-17 | 13F | Oakworth Capital, Inc. | 12 257 | 0,00 | 925 | 11,73 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 441 396 | 9,24 | 33 303 | 22,03 | ||||
| 2025-07-17 | 13F | Independence Bank of Kentucky | 6 150 | −30,51 | 464 | −22,28 | ||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 436 | −50,00 | 33 | −44,83 | ||||
| 2025-07-25 | 13F | Natural Investments, Llc | 3 947 | 0,00 | 0 | |||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 17 743 | −6,84 | 1 339 | 4,04 | ||||
| 2025-07-29 | 13F | Mutual Of America Capital Management Llc | 4 155 | 313 | ||||||
| 2025-08-18 | 13F | Tyler-Stone Wealth Management | 3 426 | 1,06 | 258 | 13,16 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 1 | 0 | ||||||
| 2025-07-02 | 13F | First Financial Bank - Trust Division | 3 363 | −0,03 | 254 | 11,45 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 45 308 | 33,90 | 3 418 | 49,58 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 230 933 | 6,13 | 17 424 | 18,56 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 10 211 | 0,00 | 770 | 11,76 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 1 | 0,00 | 0 | |||||
| 2025-07-08 | 13F | Gradient Investments LLC | 16 905 | −0,20 | 1 275 | 11,45 | ||||
| 2025-07-03 | 13F | First Hawaiian Bank | 10 369 | 0,00 | 782 | 11,71 | ||||
| 2025-07-17 | 13F | Smith Chas P & Associates Pa Cpas | 11 840 | 0,00 | 893 | 11,76 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 541 271 | −38,75 | 40 839 | −31,57 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 70 | −49,28 | 5 | −44,44 | ||||
| 2025-08-14 | 13F | RMB Capital Management, LLC | 20 684 | 491,48 | 1 566 | 563,56 | ||||
| 2025-08-14 | 13F | Silvercrest Asset Management Group Llc | 10 315 | 11,03 | 778 | 24,08 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 31 872 | 2 405 | ||||||
| 2025-04-10 | 13F | Sugar Maple Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 5 261 | 6,05 | 397 | 18,21 | ||||
| 2025-08-14 | 13F | UBS Group AG | 20 164 | 31,68 | 1 521 | 47,10 | ||||
| 2025-05-15 | 13F | Atlanta Consulting Group Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-15 | 13F | MCF Advisors LLC | 17 620 | 0,73 | 1 329 | 12,53 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 939 | 10,86 | 71 | 18,64 | ||||
| 2025-04-15 | 13F | Corrigan Financial, Inc. | 34 887 | −6,42 | 2 356 | −10,76 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 4 062 | 4,72 | 306 | 17,24 | ||||
| 2025-04-09 | 13F | Pioneer Wealth Management Group | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 400 | 30 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 3 433 | 5,63 | 259 | 18,26 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 1 000 | 0,00 | 75 | 11,94 | ||||
| 2025-08-11 | 13F | Bradley Foster & Sargent Inc/ct | 23 825 | −0,49 | 1 798 | 11,13 | ||||
| 2025-07-30 | 13F | Bcm Advisors, Llc | 241 587 | 2,82 | 18 682 | 15,59 | ||||
| 2025-08-08 | 13F | Ogorek Anthony Joseph /ny/ /adv | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Hirtle Callaghan & Co LLC | 68 691 | −14,54 | 5 183 | −4,53 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Flagship Wealth Advisors, Llc | 554 | 0,00 | 42 | 10,81 | ||||
| 2025-08-07 | 13F/A | Joseph Group Capital Management | 6 144 | −0,41 | 464 | 11,30 | ||||
| 2025-08-01 | 13F | Banco Santander, S.A. | 2 736 | 206 | ||||||
| 2025-08-12 | 13F | Argent Trust Co | 17 604 | 0,00 | 1 328 | 11,78 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 3 892 | 29,35 | 294 | 44,33 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 29 917 | −6,16 | 2 257 | 4,83 | ||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 5 619 | 0,00 | 424 | 11,61 | ||||
| 2025-08-14 | 13F | STAR Financial Bank | 3 647 | 0,00 | 275 | 11,79 | ||||
| 2025-07-11 | 13F/A | Umb Bank N A/mo | 4 515 | 0,00 | 341 | 11,84 | ||||
| 2025-08-06 | 13F | Aspect Partners, LLC | 1 390 | 0,00 | 105 | 11,83 | ||||
| 2025-07-23 | 13F | Heck Capital Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-03-18 | 13F | Objective Capital Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-21 | 13F | Capital Planning LLC | 3 661 | −0,76 | 277 | 11,24 | ||||
| 2025-08-08 | 13F | Mjp Associates Inc /adv | 5 219 | −13,12 | 394 | −2,96 | ||||
| 2025-07-30 | 13F | Pittenger & Anderson Inc | 2 550 | 0,99 | 192 | 12,94 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 3 864 | 0,00 | 292 | 11,49 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 4 142 | 0,66 | 313 | 12,59 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 2 611 | 197 | ||||||
| 2025-08-08 | 13F | Islay Capital Management, Llc | 10 412 | 0,00 | 786 | 11,66 | ||||
| 2025-07-07 | 13F | Wesbanco Bank Inc | 4 108 | −40,86 | 310 | −34,12 | ||||
| 2025-05-14 | 13F | Edgar Lomax Co/va | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 352 | 0,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 17 855 | −6,76 | 1 347 | 4,18 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 61 274 | 0,00 | 4 623 | 11,72 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 8 007 | 0,00 | 604 | 11,85 | ||||
| 2025-05-14 | 13F | Seeds Investor Llc | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Commerce Bank | 126 060 | 0,33 | 9 511 | 12,08 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 8 270 | −21,57 | 1 | |||||
| 2025-07-17 | 13F | Hanson & Doremus Investment Management | 4 966 | 2,54 | 0 | |||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 10 332 | −37,46 | 780 | −30,13 | ||||
| 2025-08-11 | 13F | HHM Wealth Advisors, LLC | 4 706 | 15,31 | 355 | 29,09 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 313 | 14,65 | 24 | 27,78 | ||||
| 2025-07-17 | 13F | Venture Visionary Partners LLC | 9 885 | 0,00 | 746 | 11,69 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 1 952 | 27,75 | 147 | 42,72 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 32 199 | −0,79 | 2 429 | 10,81 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 3 251 | 245 | ||||||
| 2025-08-14 | 13F | Sei Investments Co | 53 557 | −3,64 | 4 041 | 7,62 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 2 786 | 0,00 | 210 | 26,51 | ||||
| 2025-07-22 | 13F | Old National Bancorp /in/ | 35 974 | 2 714 | ||||||
| 2025-08-14 | 13F | Fmr Llc | 1 228 | −0,65 | 93 | 10,84 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 32 194 | −1,51 | 2 | 0,00 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 3 861 | 291 | ||||||
| 2025-07-14 | 13F | Sellwood Investment Partners LLC | 5 467 | 1,13 | 412 | 12,88 | ||||
| 2025-07-16 | 13F | Amarillo National Bank | 33 419 | 0,00 | 2 521 | 11,70 | ||||
| 2025-08-11 | 13F | Brass Tax Wealth Management, Inc | 3 500 | 0,00 | 264 | 11,86 | ||||
| 2025-08-27 | 13F | Barnes Wealth Management Group, Inc | 2 884 | 218 | ||||||
| 2025-08-12 | 13F | South Plains Financial, Inc. | 10 500 | 0,00 | 792 | 11,71 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 5 500 | 0,00 | 424 | 14,29 | ||||
| 2025-08-14 | 13F | Aristotle Capital Management, LLC | 89 750 | −3,33 | 6 772 | 7,99 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 3 033 | 0,00 | 229 | 11,76 | ||||
| 2025-07-29 | 13F | Disciplined Investments, LLC | 5 499 | 0,00 | 415 | 11,59 | ||||
| 2025-07-21 | 13F | Exchange Capital Management, Inc. | 6 148 | 0,00 | 464 | 11,57 | ||||
| 2025-07-31 | 13F | Cornerstone Management, Inc. | 8 835 | 16,85 | 667 | 30,59 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 11 184 | 3,52 | 844 | 15,64 | ||||
| 2025-05-02 | 13F | Larson Financial Group LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 11 055 | 837 | ||||||
| 2025-04-21 | 13F | PSI Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | FinDec Wealth Services, Inc. | 3 479 | 0,00 | 262 | 11,97 | ||||
| 2025-07-29 | 13F | Tradewinds Capital Management, LLC | 17 | 0,00 | 1 | 0,00 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 5 559 | 13,73 | 419 | 26,97 | ||||
| 2025-04-01 | 13F/A | Talon Private Wealth, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-08 | 13F | Creative Planning | 36 408 | 21,61 | 2 747 | 35,81 | ||||
| 2025-04-23 | 13F | Golden State Equity Partners | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | LPL Financial LLC | 134 730 | −0,35 | 10 165 | 11,32 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 1 404 | 1,37 | 106 | 12,90 | ||||
| 2025-08-13 | 13F | Nicolet Bankshares Inc | 6 668 | 1,49 | 503 | 13,54 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 4 788 | 0,50 | 363 | 12,77 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Allworth Financial LP | 73 558 | 33,05 | 5 550 | 51,57 | ||||
| 2025-08-14 | 13F | Dagco, Inc. | 71 295 | −3,30 | 5 379 | 8,03 | ||||
| 2025-07-17 | 13F | Alliance Wealth Advisors, LLC | 3 096 | 234 | ||||||
| 2025-08-06 | 13F | North Capital, Inc. | 293 | 0,00 | 22 | 15,79 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 19 495 | 0,00 | 1 471 | 11,70 | ||||
| 2025-07-24 | 13F | True Link Financial Advisors, LLC | 2 854 | −7,76 | 215 | 3,37 | ||||
| 2025-08-08 | 13F | Firestone Capital Management | 6 772 | 0,82 | 511 | 12,58 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 9 461 | 42,68 | 708 | 59,23 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 132 930 | 2,76 | 10 030 | 14,80 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 57 385 | −4,33 | 4 330 | 6,86 |
