Grundläggande statistik
| Institutionella ägare | 239 total, 239 long only, 0 short only, 0 long/short - change of 5,26% MRQ |
| Genomsnittlig portföljallokering | 0.3810 % - change of −0,29% MRQ |
| Institutionella aktier (lång) | 44 063 320 (ex 13D/G) - change of 0,39MM shares 0,90% MRQ |
| Institutionellt värde (lång) | $ 1 387 641 USD ($1000) |
Institutionellt ägande och aktieägare
SPDR Index Shares Funds - SPDR MSCI ACWI ex-US ETF (US:CWI) har 239 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 44,063,320 aktier. Största aktieägare inkluderar Bank Of America Corp /de/, Pnc Financial Services Group, Inc., Avantax Planning Partners, Inc., HighTower Advisors, LLC, LPL Financial LLC, GLOBALT Investments LLC / GA, Cliftonlarsonallen Wealth Advisors, Llc, Hengehold Capital Management Llc, Lodestar Private Asset Management Llc, and Clal Insurance Enterprises Holdings Ltd .
SPDR Index Shares Funds - SPDR MSCI ACWI ex-US ETF (ARCA:CWI) 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 34,45 / share. Previously, on September 13, 2024, the share price was 29,30 / share. This represents an increase of 17,58% 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.
13D/G-Arkiveringar
Vi presenterar 13D/G-arkiveringar separat från 13F-arkiveringar på grund av att de behandlas olika av SEC. 13D/G-arkiveringar kan lämnas in av grupper av investerare (med en ledare), medan 13F-arkiveringar inte kan det. Detta leder till situationer där en investerare kan lämna in en 13D/G-ansökan med ett värde för de totala aktierna (vilket motsvarar alla aktier som ägs av investerargruppen), men sedan lämna in en 13F-ansökan med ett annat värde för de totala aktierna (vilket motsvarar enbart deras eget ägande). Detta innebär att aktieägandet i 13D/G-arkiveringar och 13F-arkiveringar ofta inte är direkt jämförbara, så vi presenterar dem separat.
Notera: Från och med den 16 maj 2021 visar vi inte längre ägare som inte har lämnat in en 13D/G under det senaste året. Tidigare visade vi hela historiken för 13D/G-arkiveringar. I allmänhet måste enheter som är skyldiga att lämna in 13D/G-arkiveringar lämna in minst en gång per år innan de lämnar in en stängningsarkivering. Fonder avslutar dock ibland positioner utan att lämna in en avslutande arkivering (dvs. de avvecklar), så att visa hela historiken resulterade ibland i förvirring om det nuvarande ägandet. För att förhindra förvirring visar vi nu endast "nuvarande" ägare - det vill säga ägare som har lämnat in en ansökan under det senaste året.
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| Fil Datum | Formulär | Investerare | Föregående aktier |
Senaste aktier |
Δ Aktier (Procent) |
Ägande (Procent) |
Δ Ägande (Procent) |
|
|---|---|---|---|---|---|---|---|---|
| 2025-02-07 | PNC FINANCIAL SERVICES GROUP, INC. | 3,462,275 | 3,590,561 | 3.71 | 6.33 | 0.80 |
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-16 | 13F | Newton One Investments LLC | 1 419 | 1,36 | 46 | 12,20 | ||||
| 2025-07-18 | 13F | Newman Dignan & Sheerar, Inc. | 33 705 | −7,87 | 1 101 | 1,66 | ||||
| 2025-07-24 | 13F | KC Investment Advisors, LLC | 6 979 | 0,00 | 228 | 10,19 | ||||
| 2025-07-23 | 13F | SpringVest Wealth Management LLC | 18 052 | −47,16 | 590 | −41,68 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 30 716 | 1 003 | ||||||
| 2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Monograph Wealth Advisors, Llc | 49 665 | 0,00 | 1 622 | 10,42 | ||||
| 2025-07-30 | 13F | Towneley Capital Management, Inc / DE | 14 526 | −37,18 | 474 | −30,60 | ||||
| 2025-08-11 | 13F | Mill Creek Capital Advisors, LLC | 340 260 | 60,07 | 11 113 | 76,72 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 430 680 | 5,10 | 14 066 | 16,06 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 25 | 0,00 | 0 | |||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 7 135 | 0 | ||||||
| 2025-08-14 | 13F | RMB Capital Management, LLC | 11 321 | 0,00 | 370 | 10,48 | ||||
| 2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 1 148 042 | −3,38 | 37 495 | 6,68 | ||||
| 2025-07-16 | 13F | Meridian Investment Counsel Inc. | 72 039 | 0,00 | 2 353 | 10,42 | ||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 11 677 | 40,40 | 381 | 54,88 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 8 368 | 273 | ||||||
| 2025-07-24 | 13F | Lokken Investment Group LLC | 31 040 | 161,79 | 1 014 | 189,43 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 9 402 | −14,47 | 307 | −5,54 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 752 | 1,35 | 25 | 14,29 | ||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Truist Financial Corp | 686 603 | −0,37 | 22 424 | 10,01 | ||||
| 2025-08-01 | 13F | Cobblestone Capital Advisors Llc /ny/ | 464 287 | −7,42 | 15 164 | 2,22 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 1 900 | −78,15 | 62 | −75,88 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Sentry LLC | 8 250 | 0,00 | 269 | 10,25 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 376 350 | −28,57 | 12 292 | −21,13 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 51 780 | 10,03 | 1 691 | 21,48 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 45 985 | −6,02 | 1 502 | 3,73 | ||||
| 2025-07-10 | 13F | CWC Advisors, LLC. | 132 748 | 5,78 | 4 336 | 16,78 | ||||
| 2025-07-15 | 13F | GSB Wealth Management, LLC | 13 301 | −26,46 | 434 | −18,73 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 78 523 | −0,95 | 2 565 | 9,34 | ||||
| 2025-07-31 | 13F | Sage Mountain Advisors LLC | 7 067 | 3 433,50 | 231 | 4 500,00 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 2 901 | −33,36 | 95 | −26,56 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1 039 | 34 | ||||||
| 2025-07-22 | 13F | Iowa State Bank | 18 005 | −11,41 | 588 | −2,16 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 203 910 | −34,64 | 6 660 | −27,84 | ||||
| 2025-07-31 | 13F | 3EDGE Asset Management, LP | 456 426 | 215,45 | 14 868 | 244,97 | ||||
| 2025-08-05 | 13F | Atlas Private Wealth Advisors | 552 137 | 1,42 | 18 033 | 11,98 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 9 195 | 300 | ||||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 6 127 | 200 | ||||||
| 2025-08-11 | 13F | Wealthgarden F.s. Llc | 6 914 | −1,62 | 223 | 7,73 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 54 | 1 700,00 | 2 | |||||
| 2025-08-07 | 13F | Cvfg Llc | 162 797 | 5,42 | 5 317 | 16,37 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 96 076 | 3 | −99,29 | |||||
| 2025-08-14 | 13F | Wetherby Asset Management Inc | 7 979 | 8,50 | 261 | 26,83 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 60 594 | 0,09 | 1 979 | 10,50 | ||||
| 2025-08-08 | 13F | Glassman Wealth Services | 7 978 | 0,00 | 261 | 10,64 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 6 818 | 1,31 | 223 | 11,56 | ||||
| 2025-07-10 | 13F | Baker Tilly Financial, Llc | 19 306 | 0,00 | 631 | 10,33 | ||||
| 2025-08-08 | 13F | Creative Planning | 37 875 | −2,18 | 1 237 | 7,95 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 612 186 | −22,31 | 19 994 | −14,21 | ||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Stegner Investment Associates Inc. | 12 365 | −5,01 | 404 | 4,68 | ||||
| 2025-07-15 | 13F | Wela Strategies, Inc. | 23 980 | 0,59 | 783 | 11,06 | ||||
| 2025-08-08 | 13F | Bailard, Inc. | 44 256 | 0,00 | 1 445 | 10,39 | ||||
| 2025-05-14 | 13F | First Trust Advisors Lp | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | FSM Wealth Advisors, LLC | 9 865 | 1,28 | 320 | 10,76 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 61 | 0,00 | 2 | 0,00 | ||||
| 2025-07-09 | 13F | Radnor Capital Management, LLC | 12 000 | 0,00 | 0 | |||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 16 043 | 23,00 | 524 | 35,84 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 2 196 | −52,97 | 72 | −48,55 | ||||
| 2025-07-22 | 13F | Sage Financial Group Inc | 25 771 | 0,00 | 842 | 10,37 | ||||
| 2025-08-08 | 13F | Tiemann Investment Advisors, Llc | 110 878 | −2,07 | 3 621 | 8,15 | ||||
| 2025-07-21 | 13F | Mirae Asset Global Investments Co., Ltd. | 458 520 | 8,26 | 14 975 | 18,70 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 224 478 | −2,66 | 7 332 | 7,37 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 343 391 | 2,02 | 11 215 | 12,65 | ||||
| 2025-08-08 | 13F | Compass Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 421 489 | −0,36 | 13 766 | 10,01 | ||||
| 2025-08-28 | NP | EDGI - 3EDGE Dynamic International Equity ETF | 456 426 | 215,45 | 14 907 | 248,35 | ||||
| 2025-07-09 | 13F | Chesley Taft & Associates LLC | 19 132 | 10,08 | 625 | 21,40 | ||||
| 2025-04-15 | 13F | Greenwood Capital Associates Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Betterment LLC | 14 303 | 0 | ||||||
| 2025-08-11 | 13F | First American Trust, Fsb | 54 854 | 4,67 | 1 792 | 15,55 | ||||
| 2025-08-12 | 13F | Coston, McIsaac & Partners | 1 717 | 0,00 | 0 | |||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 485 594 | 4,46 | 15 860 | 15,34 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 101 983 | −22,57 | 3 331 | −14,50 | ||||
| 2025-07-10 | 13F | Fulton Bank, N.a. | 17 000 | 0,00 | 555 | 10,56 | ||||
| 2025-07-29 | 13F | BKD Wealth Advisors, LLC | 706 444 | −0,73 | 23 072 | 9,61 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 13 567 | −1,93 | 443 | 8,31 | ||||
| 2025-07-30 | 13F | Klingenstein Fields & Co Lp | 12 496 | 0,00 | 408 | 10,57 | ||||
| 2025-08-12 | 13F | Clal Insurance Enterprises Holdings Ltd | 781 424 | 0,00 | 26 | 8,70 | ||||
| 2025-07-25 | 13F | Priebe Wealth Holdings LLC | 76 863 | −19,54 | 2 510 | −11,15 | ||||
| 2025-08-01 | 13F | First National Trust Co | 7 668 | 0,00 | 250 | 10,62 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 91 672 | 0,22 | 2 994 | 10,68 | ||||
| 2025-07-24 | 13F | Eastern Bank | 95 803 | −9,04 | 3 129 | 0,42 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 24 981 | 3,06 | 816 | 13,67 | ||||
| 2025-08-07 | 13F | Nwam Llc | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | MCF Advisors LLC | 667 | 0,00 | 22 | 10,53 | ||||
| 2025-08-14 | 13F | UBS Group AG | 252 480 | 2,36 | 8 246 | 13,01 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 125 117 | 4 086 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 2 234 | −19,44 | 73 | −12,20 | ||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 1 483 | 0,00 | 48 | 11,63 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 136 | 0,00 | 4 | 0,00 | ||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 37 781 | 2,63 | 1 234 | 13,33 | ||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 360 | 0,00 | 0 | |||||
| 2025-07-25 | 13F | Cwm, Llc | 1 908 | 2 444,00 | 0 | |||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 6 490 | 212 | ||||||
| 2025-07-15 | 13F | Kagan Cocozza Asset Management | 24 410 | −3,53 | 797 | 6,55 | ||||
| 2025-07-25 | 13F | Stonehage Fleming Financial Services Holdings Ltd | 23 790 | 0,00 | 777 | 10,38 | ||||
| 2025-07-16 | 13F | Dakota Wealth Management | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-14 | 13F | Friday Financial | 237 758 | 6,59 | 7 765 | 17,19 | ||||
| 2025-07-25 | 13F | Lodestar Private Asset Management Llc | 785 162 | 5,08 | 25 643 | 16,02 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 10 582 | 6,00 | 346 | 16,95 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 519 | 0,00 | 17 | 6,67 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 23 718 | −3,32 | 775 | 12,99 | ||||
| 2025-05-01 | 13F | McCarthy Grittinger Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 205 393 | −18,81 | 7 | −14,29 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 563 | 1,26 | 18 | 12,50 | ||||
| 2025-05-01 | 13F | Bleakley Financial Group, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 307 993 | −2,01 | 10 | 11,11 | ||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 609 | −17,03 | 20 | −9,52 | ||||
| 2025-07-25 | 13F | Midwest Capital Advisors, LLC | 16 725 | 1,91 | 546 | 12,58 | ||||
| 2025-08-14 | 13F | Bbr Partners, Llc | 23 341 | 762 | ||||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 275 064 | 5,87 | 8 984 | 16,89 | ||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 35 362 | −7,84 | 1 155 | 1,76 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 226 395 | −6,55 | 7 394 | 3,20 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 617 595 | 0,59 | 20 171 | 11,07 | ||||
| 2025-07-15 | 13F | Retirement Income Solutions, Inc | 29 457 | 962 | ||||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 6 729 | 0,00 | 220 | 10,05 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 155 453 | −1,58 | 5 077 | 8,67 | ||||
| 2025-07-09 | 13F | Goelzer Investment Management, Inc. | 12 113 | 12,31 | 396 | 23,82 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 8 816 | 117,25 | 288 | 139,17 | ||||
| 2025-07-23 | 13F | Arcadia Investment Advisors Llc | 378 915 | −1,77 | 12 375 | 8,47 | ||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 18 879 | 7,59 | 617 | 18,69 | ||||
| 2025-07-07 | 13F | First Community Trust Na | 1 312 | 43 | ||||||
| 2025-07-07 | 13F | Wealth Alliance Advisory Group, LLC | 475 441 | 2,65 | 15 528 | 13,34 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 276 442 | 0,12 | 9 029 | 10,54 | ||||
| 2025-07-24 | 13F | 3Chopt Investment Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Wambolt & Associates, LLC | 11 516 | −2,07 | 375 | 7,76 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 185 891 | −0,46 | 6 053 | 9,58 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 174 | 0,00 | 6 | 0,00 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 584 073 | 19 076 | ||||||
| 2025-08-11 | 13F | Mach-1 Financial Group, Inc. | 246 902 | 7,90 | 8 064 | 19,13 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 30 207 | −53,12 | 987 | −48,22 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 34 268 | −4,07 | 1 119 | 5,97 | ||||
| 2025-05-12 | 13F | Kohmann Bosshard Financial Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-09 | 13F | Banco Santander, S.A. | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 331 | 0,00 | 11 | 11,11 | ||||
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 5 889 | 0,00 | 192 | 10,34 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 12 200 | −64,53 | 398 | −60,87 | |||
| 2025-07-31 | 13F | GLOBALT Investments LLC / GA | 1 439 421 | −2,07 | 47 012 | 8,12 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 172 759 | −13,80 | 5 642 | −4,82 | ||||
| 2025-07-14 | 13F | Opal Wealth Advisors, LLC | 137 921 | 3,42 | 4 505 | 14,20 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 25 382 | 829 | ||||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 1 776 | 0,00 | 58 | 26,09 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 36 400 | 0,01 | 1 189 | 10,41 | ||||
| 2025-07-16 | 13F | Novem Group | 106 320 | 4,02 | 3 472 | 14,85 | ||||
| 2025-07-31 | 13F | Nisa Investment Advisors, Llc | 199 000 | 0,00 | 6 499 | 10,41 | ||||
| 2025-08-08 | 13F | MTM Investment Management, LLC | 528 | 17 | ||||||
| 2025-08-14 | 13F | Fmr Llc | 13 832 | 86,49 | 452 | 105,94 | ||||
| 2025-08-14 | 13F | Bragg Financial Advisors, Inc | 33 078 | −6,97 | 1 080 | 2,76 | ||||
| 2025-07-15 | 13F | Main Street Group, LTD | 1 303 | 0,08 | 43 | 10,53 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 69 006 | −13,09 | 2 254 | −4,05 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 7 919 | 0,00 | 0 | |||||
| 2025-07-16 | 13F | Blue Oak Capital, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 14 676 | 89,78 | 479 | 110,09 | ||||
| 2025-07-15 | 13F | Smith & Howard Wealth Management, LLC | 6 411 | 209 | ||||||
| 2025-07-23 | 13F | BankPlus Trust Department | 468 | 0,00 | 15 | 15,38 | ||||
| 2025-08-13 | 13F | Tobias Financial Advisors, Inc. | 191 704 | −2,00 | 6 261 | 8,21 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 28 516 | 2,86 | 1 | |||||
| 2025-07-14 | 13F | Brady Martz Wealth Solutions, LLC | 186 640 | 0,26 | 6 096 | 10,70 | ||||
| 2025-07-29 | 13F | Tradewinds Capital Management, LLC | 45 | 1 | ||||||
| 2025-08-14 | 13F | Synovus Financial Corp | 85 635 | −0,56 | 2 797 | 9,82 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 83 649 | 10,89 | 2 785 | 22,43 | ||||
| 2025-08-14 | 13F | Matrix Private Capital Group Llc | 6 800 | 0,00 | 222 | 10,45 | ||||
| 2025-08-15 | 13F | Lantern Wealth Advisors, LLC | 11 775 | 14,60 | 385 | 33,80 | ||||
| 2025-07-10 | 13F | Sharkey, Howes & Javer | 10 026 | −40,34 | 327 | −34,21 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 143 239 | −0,75 | 4 678 | 9,61 | ||||
| 2025-07-23 | 13F | Laraway Financial Inc | 37 991 | 0,02 | 1 241 | 10,42 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 8 562 | −4,81 | 280 | 4,89 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 1 465 088 | 11,00 | 47 850 | 22,56 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 146 | 5 | ||||||
| 2025-07-18 | 13F | First Pacific Financial | 4 270 | −2,76 | 139 | 7,75 | ||||
| 2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-29 | 13F | Private Wealth Management Group, LLC | 3 200 | 0,00 | 105 | 10,64 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 24 | 1 | ||||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 25 412 | 112,26 | 830 | 134,18 | ||||
| 2025-08-01 | 13F | GoalVest Advisory LLC | 6 979 | 0,00 | 228 | 10,19 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 15 559 | −46,45 | 508 | −40,86 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 13 410 | 0,06 | 438 | 10,35 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 523 | 0,00 | 0 | |||||
| 2025-08-04 | 13F | Assetmark, Inc | 270 | 9 | ||||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 3 948 | 171,71 | 129 | 204,76 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 1 693 | 4,51 | 55 | 17,02 | ||||
| 2025-04-18 | 13F | CENTRAL TRUST Co | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Hengehold Capital Management Llc | 1 140 791 | −0,08 | 37 258 | 10,32 | ||||
| 2025-05-15 | 13F | Johnson Financial Group, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-05-15 | 13F | Mercer Global Advisors Inc /adv | 0 | −100,00 | 0 | |||||
| 2025-07-07 | 13F | Investors Research Corp | 8 148 | −75,70 | 266 | −73,16 | ||||
| 2025-05-15 | 13F | Gts Securities Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 11 454 | 9,45 | ||||||
| 2025-08-14 | 13F | First Commonwealth Financial Corp /pa/ | 18 091 | 28,20 | 591 | 41,49 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 154 | 0,00 | 5 | 25,00 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 1 000 | 0,00 | 33 | 18,52 | ||||
| 2025-07-23 | 13F | Penney Financial, LLC | 6 540 | 214 | ||||||
| 2025-07-30 | 13F | Whittier Trust Co | 265 091 | −0,14 | 8 655 | 10,27 | ||||
| 2025-08-11 | 13F | HHM Wealth Advisors, LLC | 72 779 | −8,06 | 2 377 | 1,50 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 1 652 547 | −10,97 | 53 972 | −1,70 | ||||
| 2025-07-18 | 13F | SMI Advisory Services, LLC | 16 628 | −4,49 | 541 | 17,10 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 932 | 0,00 | 30 | 11,11 | ||||
| 2025-08-12 | 13F | Deutsche Bank Ag\ | 6 149 | 0,00 | 201 | 10,50 | ||||
| 2025-05-13 | 13F | Renaissance Group Llc | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | BlackRock, Inc. | 19 | 5,56 | 1 | |||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 174 426 | −30,92 | 5 697 | −23,74 | ||||
| 2025-08-13 | 13F | Avestar Capital, LLC | 9 363 | 306 | ||||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 569 855 | −4,86 | 18 703 | 5,56 | ||||
| 2025-08-08 | 13F | WASHINGTON TRUST Co | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | ARS Investment Partners, LLC | 8 579 | 0,00 | 280 | 17,15 | ||||
| 2025-08-19 | 13F/A | Pitcairn Co | 742 155 | −28,87 | 24 239 | −21,47 | ||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 3 075 | 0,00 | 91 | 5,88 | ||||
| 2025-04-23 | 13F | Financial Life Planners | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 7 855 164 | 3,82 | 256 550 | 14,63 | ||||
| 2025-08-15 | 13F | Security National Bank Of So Dak | 12 977 | 0,00 | 424 | 10,44 | ||||
| 2025-08-01 | 13F | Financial Counselors Inc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | 10Elms LLP | 5 528 | −14,99 | 181 | −6,25 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 150 551 | 0,37 | 4 917 | 10,82 | ||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 3 848 129 | −0,27 | 125 680 | 10,12 | ||||
| 2025-08-13 | 13F | IAG Wealth Partners, LLC | 302 274 | −4,22 | 9 872 | 5,75 | ||||
| 2025-07-11 | 13F | BTC Capital Management, Inc. | 89 586 | 0,00 | 2 926 | 10,42 | ||||
| 2025-08-12 | 13F | YANKCOM Partnership | 1 538 | 0,00 | 50 | 11,11 | ||||
| 2025-07-08 | 13F | Lowe Wealth Advisors, LLC | 2 864 | 0,00 | 94 | 10,71 | ||||
| 2025-07-18 | 13F | RKL Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 425 027 | 3,71 | 13 881 | 14,51 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 126 001 | −0,34 | 4 115 | 10,06 | ||||
| 2025-07-25 | 13F | Mitchell Capital Management Co | 10 157 | 5,64 | 331 | 16,55 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 85 915 | −0,62 | 2 806 | 9,70 | ||||
| 2025-07-25 | 13F | Courage Miller Partners, LLC | 200 366 | 1,61 | 6 544 | 12,19 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 45 765 | 6,71 | 1 495 | 17,82 | ||||
| 2025-07-31 | 13F | BIP Wealth, LLC | 7 479 | −4,56 | 244 | 5,63 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 0 | −100,00 | 0 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 568 497 | −0,09 | 18 567 | 10,31 | ||||
| 2025-05-15 | 13F | SIH Partners, LLLP | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 24 109 | −68,92 | 787 | −65,69 | ||||
| 2025-08-12 | 13F | Virtu Financial LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Tsfg, Llc | 1 969 | 0,00 | 0 | |||||
| 2025-04-23 | 13F | Continuum Advisory, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-15 | 13F | RVW Wealth, LLC | 6 425 | 210 | ||||||
| 2025-04-17 | 13F | Montecito Bank & Trust | 124 481 | −2,37 | 3 682 | 3,37 | ||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 92 719 | −7,26 | 3 028 | 2,40 | ||||
| 2025-08-01 | 13F | Chilton Capital Management Llc | 1 397 | 0,00 | 46 | 9,76 | ||||
| 2025-07-29 | 13F | Angeles Wealth Management, Llc | 305 | 10 | ||||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 2 394 331 | 15,42 | 78 199 | 27,44 | ||||
| 2025-05-12 | 13F | Todd Asset Management Llc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Capital Group Private Client Services, Inc. | 18 846 | 616 | ||||||
| 2025-08-07 | 13F/A | Joseph Group Capital Management | 777 | −43,20 | 25 | −37,50 | ||||
| 2025-08-11 | 13F | Highview Capital Management LLC/DE/ | 10 541 | 0,00 | 344 | 10,61 | ||||
| 2025-07-14 | 13F | Masso Torrence Wealth Management Inc. | 29 571 | 7,12 | 966 | 18,26 | ||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 374 | 0,00 | 12 | 9,09 | ||||
| 2025-08-12 | 13F | Bokf, Na | 17 553 | 0,00 | 573 | 10,40 | ||||
| 2025-08-08 | 13F | Flaharty Asset Management, LLC | 24 | 0,00 | 1 | |||||
| 2025-07-15 | 13F/A | Kure Advisory, LLC | 15 762 | 0,00 | 515 | 10,30 | ||||
| 2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 136 585 | 1,40 | 4 461 | 11,95 | ||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 17 680 | −19,31 | 577 | −13,36 | ||||
| 2025-07-23 | 13F | Center For Asset Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Comerica Bank | 1 150 | 0,00 | 38 | 8,82 | ||||
| 2025-07-18 | 13F | Financial Consulate, Inc | 30 171 | 985 | ||||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 3 075 | 100 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 96 785 | 46,74 | 3 | 200,00 | ||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 800 | 26 | ||||||
| 2025-08-05 | 13F | Key FInancial Inc | 7 705 | 1 691,86 | 252 | 1 991,67 | ||||
| 2025-05-14 | 13F | Oarsman Capital, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 52 281 | 54,72 | 1 708 | 70,87 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 94 794 | 107,06 | 3 096 | 128,58 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 38 035 | −8,20 | 1 242 | 1,39 | ||||
| 2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 386 673 | 41,44 | 12 629 | 56,17 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 113 560 | −1,98 | 3 709 | 8,20 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 6 788 | 0,00 | 222 | 10,50 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 165 778 | −36,77 | 5 414 | −30,19 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 10 397 | 1 647,39 | 340 | 1 894,12 | ||||
| 2025-08-05 | 13F | Freestone Capital Holdings, LLC | 79 711 | 27,49 | 2 603 | 40,78 | ||||
| 2025-07-14 | 13F | Sterling Group Wealth Management, LLC | 154 854 | −3,68 | 5 058 | 6,35 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 157 293 | 0,03 | 5 137 | 10,45 |
