Grundläggande statistik
| Institutionella ägare | 396 total, 396 long only, 0 short only, 0 long/short - change of 1,54% MRQ |
| Genomsnittlig portföljallokering | 0.6373 % - change of −5,10% MRQ |
| Institutionella aktier (lång) | 133 204 637 (ex 13D/G) - change of −7,16MM shares −5,10% MRQ |
| Institutionellt värde (lång) | $ 5 663 577 USD ($1000) |
Institutionellt ägande och aktieägare
DBX ETF Trust - Xtrackers MSCI EAFE Hedged Equity ETF (US:DBEF) har 396 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 133,204,637 aktier. Största aktieägare inkluderar Goldman Sachs Group Inc, Ameriprise Financial Inc, Northwestern Mutual Wealth Management Co, Morgan Stanley, Bank Of America Corp /de/, CI Private Wealth, LLC, Envestnet Asset Management Inc, LPL Financial LLC, Wells Fargo & Company/mn, and United Capital Financial Advisers, Llc .
DBX ETF Trust - Xtrackers MSCI EAFE Hedged Equity ETF (ARCA:DBEF) 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 8, 2025 is 45,89 / share. Previously, on September 9, 2024, the share price was 40,77 / share. This represents an increase of 12,56% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-12 | 13F | Manchester Capital Management LLC | 20 630 | −5,23 | 903 | −4,25 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 36 932 | −1,35 | 1 616 | −0,37 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 267 066 | −0,91 | 11 684 | 0,12 | ||||
| 2025-08-13 | 13F | IAG Wealth Partners, LLC | 6 433 | −12,97 | 281 | −12,19 | ||||
| 2025-08-14 | 13F | Betterment LLC | 5 457 | −44,62 | 0 | |||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 2 865 | −10,22 | 125 | −9,42 | ||||
| 2025-07-15 | 13F | Avaii Wealth Management, Llc | 9 777 | 0,00 | 428 | 0,95 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 60 095 | −62,01 | 2 629 | −61,62 | ||||
| 2025-07-29 | 13F | Hoese & Co LLP | 1 240 | 54 | ||||||
| 2025-08-13 | 13F | Northern Trust Corp | 31 143 | 118,55 | 1 363 | 120,75 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 285 | −10,66 | 12 | −7,69 | ||||
| 2025-07-22 | 13F | Old National Bancorp /in/ | 36 570 | −0,33 | 1 600 | 0,69 | ||||
| 2025-07-22 | 13F | Wealthcare Capital Management Llc | 25 662 | −16,03 | 1 123 | −15,19 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 6 724 319 | −4,94 | 294 189 | −3,95 | ||||
| 2025-08-11 | 13F | Berkeley, Inc | 19 831 | 0,22 | 868 | 1,29 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 549 021 | −46,54 | 24 020 | −45,98 | ||||
| 2025-08-12 | 13F | Insigneo Advisory Services, Llc | 4 767 | −30,88 | 209 | −30,20 | ||||
| 2025-07-09 | 13F | Affinity Capital Advisors, LLC | 118 472 | 2,46 | 5 183 | 11,63 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-18 | 13F | First Pacific Financial | 305 | −23,37 | 13 | −23,53 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 11 498 | 0,00 | 503 | 1,21 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 33 477 | 8,16 | 1 465 | 9,25 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 297 047 | 4,72 | 12 996 | 5,81 | ||||
| 2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 1 315 | −3,45 | 58 | −1,72 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 8 129 | −14,92 | 356 | −14,04 | ||||
| 2025-08-06 | 13F | Hoxton Planning & Management, LLC | 9 252 | −2,71 | 405 | −1,70 | ||||
| 2025-08-07 | 13F | Panoramic Investment Advisors, Llc | 4 950 | 217 | ||||||
| 2025-08-13 | 13F | Vertex Planning Partners, LLC | 7 197 | 5,85 | 315 | 6,80 | ||||
| 2025-08-13 | 13F | Hsbc Holdings Plc | 888 341 | −1,92 | 38 865 | −0,91 | ||||
| 2025-08-06 | 13F | Wsfs Capital Management, Llc | 33 068 | 187,85 | 1 447 | 190,95 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 153 775 | −26,17 | 6 728 | −25,40 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 21 115 930 | −3,24 | 923 822 | −2,23 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 201 161 | 8 801 | ||||||
| 2025-04-22 | 13F | Veridan Wealth LLC | 114 605 | 5,04 | 4 962 | 5,44 | ||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 87 396 | 0,00 | 3 824 | 1,03 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 850 567 | 1,24 | 37 212 | 2,29 | ||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 12 187 | 2,83 | 533 | 3,29 | ||||
| 2025-07-21 | 13F | Sageworth Trust Co | 29 280 | 0,00 | 1 281 | 1,10 | ||||
| 2025-08-25 | 13F | Hilltop Partners LLC | 904 743 | −3,65 | 39 582 | −2,65 | ||||
| 2025-05-06 | 13F | WT Wealth Management | 5 898 | −11,40 | 255 | −7,27 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 1 068 | 0,00 | 47 | 0,00 | ||||
| 2025-08-14 | 13F | Wetherby Asset Management Inc | 11 270 | 0,00 | 493 | 5,79 | ||||
| 2025-08-05 | 13F | Tme Financial, Inc. | 175 007 | 114,27 | 7 657 | 116,52 | ||||
| 2025-08-12 | 13F | Strategic Advisors LLC | 60 618 | −2,45 | 2 652 | −1,41 | ||||
| 2025-07-25 | 13F | LRI Investments, LLC | 3 375 | 0,00 | 148 | 0,68 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 277 499 | 27,58 | 12 210 | 28,75 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 18 854 | −4,96 | 825 | −3,96 | ||||
| 2025-07-22 | 13F | Wealthcare Capital Partners, LLC | 32 672 | −2,57 | 1 429 | −1,52 | ||||
| 2025-08-14 | 13F | Partners Capital Investment Group, Llp | 152 638 | −32,48 | 6 678 | −31,78 | ||||
| 2025-07-11 | 13F | Williams Financial, LLC | 368 598 | −21,40 | 16 126 | −20,58 | ||||
| 2025-08-07 | 13F | Fidelis Capital Partners, LLC | 10 516 | 466 | ||||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 703 585 | 1,55 | 30 782 | 2,60 | ||||
| 2025-07-30 | 13F | Fiduciary Planning LLC | 110 815 | −1,35 | 4 848 | −0,31 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 94 449 | 785,35 | 4 132 | 796,31 | ||||
| 2025-07-23 | 13F | Northern Financial Advisors Inc | 6 876 | 3,23 | 301 | 4,17 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 47 096 | 4,05 | 2 060 | 5,16 | ||||
| 2025-07-21 | 13F | Impact Investors, Inc | 6 118 | 0,00 | 268 | 1,14 | ||||
| 2025-08-13 | 13F | Colonial Trust Advisors | 500 | 0,00 | 22 | 0,00 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 10 054 | −12,98 | 440 | −12,20 | ||||
| 2025-08-13 | 13F | Holos Integrated Wealth LLC | 115 399 | −0,14 | 5 201 | 3,96 | ||||
| 2025-08-14 | 13F | Comerica Bank | 1 063 051 | −7,58 | 46 508 | −6,62 | ||||
| 2025-08-07 | 13F | Commerce Bank | 269 861 | −0,62 | 11 806 | 0,41 | ||||
| 2025-08-14 | 13F | IPG Investment Advisors LLC | 19 047 | 0,00 | 833 | 1,09 | ||||
| 2025-07-16 | 13F | Embree Financial Group | 378 182 | 0,97 | 16 545 | 2,02 | ||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | 12 563 | 148,23 | 550 | 150,68 | ||||
| 2025-08-08 | 13F | Security Financial Services, INC. | 15 304 | −86,23 | 670 | −86,09 | ||||
| 2025-08-08 | 13F | Blankinship & Foster, LLC | 585 983 | 1,88 | 25 637 | 2,94 | ||||
| 2025-07-17 | 13F | Raleigh Capital Management Inc. | 217 | 158,33 | 10 | 200,00 | ||||
| 2025-08-05 | 13F | NewSquare Capital LLC | 150 654 | 6,96 | 6 428 | 8,25 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 28 | 1 | ||||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 265 | 0,00 | 12 | 0,00 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 217 674 | 3,97 | 9 523 | 5,05 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 209 103 | 654,07 | 9 148 | 662,33 | ||||
| 2025-07-18 | 13F | Vigilare Wealth Management | 5 910 | 0,00 | 259 | 1,18 | ||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 154 725 | −19,18 | 7 | −25,00 | ||||
| 2025-07-28 | 13F | Pettinga Financial Advisors, LLC | 12 355 | −87,74 | 541 | −87,62 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 77 | 0,00 | 3 | 0,00 | ||||
| 2025-07-15 | 13F | MCF Advisors LLC | 142 | 0,00 | 6 | 0,00 | ||||
| 2025-07-31 | 13F | Hobart Private Capital, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Tsfg, Llc | 432 | −29,53 | 0 | |||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 113 | 0,00 | 5 | 0,00 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 3 | 0,00 | 0 | |||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 27 203 | 39,22 | 1 190 | 40,66 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 97 709 | 0,60 | 4 398 | 10,70 | ||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 486 | 0,00 | 21 | 0,00 | ||||
| 2025-08-14 | 13F | Elevatus Welath Management | 5 368 | 0,00 | 235 | 0,86 | ||||
| 2025-08-14 | 13F | RMB Capital Management, LLC | 8 708 | 1,90 | 381 | 2,70 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 1 788 | 0,00 | 109 | 41,56 | ||||
| 2025-07-22 | 13F | Hillcrest Wealth Advisors - NY, LLC | 50 375 | −4,00 | 2 204 | −3,04 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 17 071 | 24,28 | 747 | 25,59 | ||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 124 152 | 1,33 | 5 638 | 7,31 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 439 792 | 9,76 | 19 | 11,76 | ||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 40 303 | 0,00 | 1 745 | 4,62 | ||||
| 2025-07-16 | 13F | Traveka Wealth, LLC | 5 963 | 19,52 | 261 | 20,37 | ||||
| 2025-06-11 | 13F | Fortitude Financial, LLC | 7 026 | 0,00 | 304 | 4,83 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 17 717 | 0,00 | 775 | 1,04 | ||||
| 2025-08-12 | 13F | Clearwater Capital Advisors, LLC | 33 359 | −1,83 | 1 459 | −0,82 | ||||
| 2025-08-08 | 13F | CFO4Life Group, LLC | 7 222 | 1,48 | 316 | 2,27 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-05 | 13F | Sage Capital Management, LLC | 38 343 | −1,94 | 1 678 | −0,95 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 2 120 770 | 6,37 | 92 784 | 7,48 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 9 939 | −12,29 | 435 | −7,46 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 4 594 | 12,57 | 200 | 13,07 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 3 260 | 0,00 | 143 | 0,71 | ||||
| 2025-08-13 | 13F | Valued Retirements, Inc. | 10 117 | 0,02 | 443 | 1,14 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 82 302 | 3 601 | ||||||
| 2025-08-11 | 13F | Advisor Resource Council | 5 118 | 46 427,27 | 224 | 1 927,27 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 7 655 | −83,74 | 335 | −83,61 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 2 467 565 | −4,69 | 107 956 | −3,70 | ||||
| 2025-07-31 | 13F | Insight Wealth Partners, LLC | 20 139 | 13,38 | 881 | 14,56 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 10 742 238 | 0,78 | 469 973 | 1,83 | ||||
| 2025-07-25 | 13F | Muirfield Wealth Advisors Llc | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Northwest Capital Management Inc | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 1 666 | −7,65 | 73 | −6,41 | ||||
| 2025-05-20 | 13F | Integrity Alliance, Llc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 137 | −4,20 | 6 | −16,67 | ||||
| 2025-05-01 | 13F | Stephens Inc /ar/ | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Headlands Technologies LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-29 | NP | MVFG - Monarch Volume Factor Global Unconstrained Index ETF | 102 924 | 4 633 | ||||||
| 2025-07-09 | 13F | O'Brien Wealth Partners LLC | 1 211 498 | −0,40 | 53 003 | 0,63 | ||||
| 2025-08-11 | 13F | Mosaic Family Wealth Partners, Llc | 1 475 620 | 0,04 | 64 558 | 1,08 | ||||
| 2025-07-21 | 13F | Mechanics Financial Corp | 1 633 | 0,00 | 71 | 1,43 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 34 674 | 1,90 | 1 517 | 2,92 | ||||
| 2025-07-23 | 13F | Sachetta, LLC | 490 | −47,54 | 21 | −47,50 | ||||
| 2025-07-24 | 13F/A | Mraz, Amerine & Associates, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Cranbrook Wealth Management, LLC | 443 | 0,00 | 19 | 0,00 | ||||
| 2025-07-09 | 13F | Bank of New Hampshire | 4 821 | 0,00 | 211 | 0,96 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Goldstein Advisors, LLC | 74 513 | −1,84 | 3 260 | −0,85 | ||||
| 2025-08-14 | 13F | Ruggaard & Associates LLC | 154 867 | 6 775 | ||||||
| 2025-07-29 | 13F | Sage Private Wealth Group, Llc | 272 472 | −34,47 | 11 921 | −33,79 | ||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 7 095 | −1,47 | 310 | −0,32 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 7 002 | −23,29 | 306 | −22,53 | ||||
| 2025-04-17 | 13F | Sound Income Strategies, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | WealthCare Investment Partners, LLC | 24 638 | 5,61 | 1 086 | 15,65 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 1 214 602 | 17,02 | 53 156 | 18,24 | ||||
| 2025-07-15 | 13F | Sheets Smith Wealth Management | 25 770 | −8,08 | 1 127 | −7,09 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 7 376 | 0 | ||||||
| 2025-07-14 | 13F | Enzi Wealth | 252 955 | −0,96 | 11 143 | 3,01 | ||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 250 | 0,00 | 11 | 0,00 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 38 647 | −1,44 | 1 691 | −0,41 | ||||
| 2025-08-14 | 13F | Vident Advisory, LLC | 13 517 | 0,00 | 591 | 1,03 | ||||
| 2025-08-13 | 13F | Greenwich Wealth Management LLC | 6 379 | 18,59 | 0 | |||||
| 2025-07-01 | 13F | Burkett Financial Services, Llc | 497 738 | 4,44 | 21 776 | 5,52 | ||||
| 2025-08-14 | 13F | Safeguard Investment Advisory Group, LLC | 6 117 | 1,54 | 268 | 2,69 | ||||
| 2025-08-14 | 13F/A | Forefront Analytics, LLC | 126 874 | 18,40 | 5 551 | 19,63 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 964 | −10,41 | 42 | −6,82 | ||||
| 2025-08-06 | 13F | Ethos Financial Group, LLC | 240 909 | 11,71 | 10 540 | 18,04 | ||||
| 2025-07-08 | 13F | Next Level Private LLC | 113 301 | 25,23 | 4 957 | 26,53 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 42 738 | −17,22 | 1 870 | −16,38 | ||||
| 2025-07-14 | 13F | S.A. Mason LLC | 5 805 | −0,85 | 254 | 0,00 | ||||
| 2025-07-14 | 13F | Chris Bulman Inc | 32 263 | 18,92 | 1 411 | 20,19 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 222 047 | −0,16 | 10 | 0,00 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 204 432 | 11,79 | 8 944 | 12,95 | ||||
| 2025-08-14 | 13F | Certified Advisory Corp | 70 527 | 2,50 | 3 086 | 3,56 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 19 041 | 186,76 | 833 | 190,24 | ||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 567 614 | 3,50 | 24 833 | 4,57 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 32 | 0,00 | 1 | 0,00 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 481 763 | 632,76 | 21 077 | 640,58 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 260 | 796,55 | 11 | 1 000,00 | ||||
| 2025-04-21 | 13F | Envestnet Portfolio Solutions, Inc. | 0 | −100,00 | 0 | |||||
| 2025-05-14 | 13F | Capital Analysts, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 7 121 | 43,51 | 312 | 45,33 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 8 253 | −1,11 | 361 | 0,00 | ||||
| 2025-07-16 | 13F | Rainier Family Wealth Inc | 78 135 | 21,16 | 3 418 | 22,42 | ||||
| 2025-08-07 | 13F | Winch Advisory Services, LLC | 120 | 0,00 | 5 | 0,00 | ||||
| 2025-05-09 | 13F | Washington Growth Strategies Llc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Carson Advisory Inc. | 8 652 | 0,00 | 379 | 1,07 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 2 026 | 0,70 | 89 | 1,15 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 23 486 | 1 028 | ||||||
| 2025-07-07 | 13F | Whitaker-Myers Wealth Managers, LTD. | 801 420 | 10,95 | 35 062 | 12,11 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 4 961 | 4,33 | 217 | 5,85 | ||||
| 2025-07-25 | 13F | Asset Planning,Inc | 193 | 8 | ||||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 727 837 | −0,01 | 31 843 | 1,03 | ||||
| 2025-08-11 | 13F | Goodman Financial Corp | 6 005 | 0,00 | 263 | 0,77 | ||||
| 2025-07-16 | 13F | American National Bank | 1 870 | −1,94 | 82 | −1,22 | ||||
| 2025-07-30 | 13F | Alexis Investment Partners, LLC | 171 836 | 5,00 | 7 557 | 5,97 | ||||
| 2025-08-05 | 13F | Benchmark Financial Wealth Advisors, LLC | 10 332 | 452 | ||||||
| 2025-07-16 | 13F | ORG Partners LLC | 550 | 0,00 | 24 | 4,35 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 455 186 | 3 705,27 | 19 914 | 3 751,84 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 22 128 | 0,00 | 968 | 1,04 | ||||
| 2025-05-15 | 13F | Clark Capital Management Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-05-13 | 13F | Heck Capital Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 4 479 718 | 0,82 | 195 988 | 1,86 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 26 584 | 1 163 | ||||||
| 2025-07-31 | 13F | Jordan Park Group LLC | 51 955 | 0,00 | 2 273 | 1,07 | ||||
| 2025-05-09 | 13F | North Ridge Wealth Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Northeast Planning Associates, Inc. / Nh / | 73 573 | 6,75 | 3 219 | 7,84 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 17 344 | −5,49 | 759 | −4,53 | ||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 210 | 0,00 | 9 | 0,00 | ||||
| 2025-08-14 | 13F | Icon Wealth Advisors, LLC | 16 452 | 0,00 | 720 | 0,98 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 12 447 | 28,17 | 545 | 35,32 | ||||
| 2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 86 | 4 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 456 058 | 23,61 | 20 | 26,67 | ||||
| 2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 9 924 | 48,10 | 434 | 56,68 | ||||
| 2025-07-16 | 13F | Highline Wealth Partners Llc | 809 | 35 | ||||||
| 2025-08-11 | 13F | Tidemark, LLC | 10 246 | −77,16 | 448 | −76,93 | ||||
| 2025-08-14 | 13F | Family Office Research LLC | 13 040 | 0,00 | 570 | 1,06 | ||||
| 2025-07-29 | 13F | Quotient Wealth Partners, LLC | 190 198 | −1,87 | 8 321 | −0,85 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 182 313 | 14,65 | 7 976 | 15,85 | ||||
| 2025-08-05 | 13F | Next Capital Management LLC | 6 331 | 0,00 | 277 | 0,73 | ||||
| 2025-07-15 | 13F | Elevated Capital Advisors, LLC | 5 151 | 0,00 | 223 | 0,00 | ||||
| 2025-07-23 | 13F | High Note Wealth, LLC | 389 443 | 4,91 | 17 038 | 6,00 | ||||
| 2025-07-03 | 13F | Garde Capital, Inc. | 8 700 | 0,00 | 381 | 1,06 | ||||
| 2025-07-15 | 13F | BCS Wealth Management | 39 985 | −0,03 | 2 | 0,00 | ||||
| 2025-07-25 | 13F | Summa Corp. | 48 282 | 2 112 | ||||||
| 2025-08-06 | 13F | Maltin Wealth Management, Inc. | 85 225 | 4,07 | 3 729 | 5,16 | ||||
| 2025-08-22 | 13F | Carter Financial Group, INC. | 134 156 | −41,35 | 5 869 | −31,96 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 10 584 | 113,52 | 463 | 116,36 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 3 300 | −15,38 | 144 | −14,29 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 7 167 | 3,18 | 314 | 4,33 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 6 505 | 19,93 | 285 | 21,37 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 33 120 | 1 | ||||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 13 008 | −86,03 | 1 | −100,00 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 8 315 | 216,28 | 364 | 221,24 | ||||
| 2025-08-08 | 13F | Creative Planning | 40 065 | 25,11 | 1 753 | 26,41 | ||||
| 2025-08-14 | 13F | Hirtle Callaghan & Co LLC | 4 582 | 200 | ||||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 10 270 | 4,66 | 449 | 5,90 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 5 980 | 1,42 | 262 | 2,35 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 2 477 | 1 299,44 | 108 | 1 442,86 | ||||
| 2025-07-09 | 13F | Goelzer Investment Management, Inc. | 15 774 | 0,00 | 690 | 1,02 | ||||
| 2025-08-07 | 13F | Sierra Ocean, Llc | 10 910 | 0,00 | 477 | 1,06 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 19 925 | −2,40 | 872 | −1,36 | ||||
| 2025-08-18 | 13F/A | Kestra Investment Management, LLC | 22 997 | 1 006 | ||||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 331 | 0,00 | 14 | 0,00 | ||||
| 2025-08-13 | 13F | Victory Financial Group, Llc | 363 821 | 13,21 | 15 917 | 15,53 | ||||
| 2025-07-07 | 13F | Global Wealth Strategies & Associates | 0 | −100,00 | 0 | |||||
| 2025-05-12 | 13F | Sandy Spring Bank | 58 252 | 82,77 | 2 522 | 91,21 | ||||
| 2025-07-30 | 13F | Whittier Trust Co | 200 | 0,00 | 9 | 0,00 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 158 394 | −1,31 | 6 930 | −0,29 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 4 393 120 | 2,51 | 192 199 | 3,58 | ||||
| 2025-08-15 | 13F | Koesten, Hirschmann & Crabtree, INC. | 1 060 | 0,00 | 46 | 2,22 | ||||
| 2025-08-11 | 13F | FSA Wealth Management LLC | 847 | 0,00 | 91 | 8,33 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 5 855 514 | 4,22 | 256 179 | 5,30 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 941 559 | −4,79 | 41 193 | −3,80 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 624 | 0,00 | 0 | |||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 15 186 | 2,55 | 664 | 3,59 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 2 827 339 | −17,71 | 123 696 | −16,85 | ||||
| 2025-07-02 | 13F | Lvm Capital Management Ltd/mi | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 327 | −23,42 | 14 | −22,22 | ||||
| 2025-08-12 | 13F | XTX Topco Ltd | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Crossmark Global Holdings, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 25 922 | 0,00 | 1 134 | 1,07 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 118 942 | −26,54 | 5 204 | −25,78 | ||||
| 2025-07-18 | 13F | Cooper Financial Group | 157 670 | −5,66 | 6 898 | −4,67 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 9 000 | 394 | ||||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 39 | 0,00 | 2 | 0,00 | ||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-10 | 13F | Redhawk Wealth Advisors, Inc. | 11 650 | −92,80 | 510 | −92,74 | ||||
| 2025-07-17 | 13F | LVW Advisors, LLC | 9 090 | −55,70 | 398 | −55,29 | ||||
| 2025-07-29 | 13F | Empirical Asset Management, LLC | 36 467 | 2,56 | 1 595 | 3,64 | ||||
| 2025-07-31 | 13F | CAP Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Illumine Investment Management, LLC | 30 642 | 2,30 | 1 341 | 3,40 | ||||
| 2025-08-12 | 13F | Auxano Advisors, LLC | 9 650 | 422 | ||||||
| 2025-08-07 | 13F | Curtis Advisory Group, LLC | 29 544 | 5,31 | 1 293 | 6,43 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 14 959 | −1,53 | 654 | −0,46 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 72 060 | 6,92 | 3 153 | 8,02 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 19 | 58,33 | 1 | |||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 30 533 | −87,37 | 1 336 | −87,24 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 2 983 | 15,98 | 131 | 17,12 | ||||
| 2025-08-12 | 13F | Prudential Plc | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 6 352 | −56,93 | 278 | −56,58 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 8 305 | −43,68 | 363 | −43,10 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 360 586 | 10,94 | 15 776 | 12,09 | ||||
| 2025-08-14 | 13F | Glenview Trust Co | 6 004 | 263 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 106 118 | −1,03 | 4 643 | 0,00 | ||||
| 2025-08-14 | 13F | Helium Advisors LLC | 6 137 | 1,61 | 268 | 2,68 | ||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 26 933 | 29,00 | 1 179 | 30,31 | ||||
| 2025-07-25 | 13F | Lodestar Private Asset Management Llc | 230 460 | −4,58 | 10 083 | −3,59 | ||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 46 084 | 18,38 | 2 016 | 19,64 | ||||
| 2025-08-14 | 13F | TT Capital Management LLC | 13 230 | 558 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 311 367 | 22,42 | 13 622 | 23,70 | ||||
| 2025-08-01 | 13F | Motco | 1 346 | −21,79 | 60 | −20,27 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 628 486 | 99,16 | 27 496 | 101,23 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 85 559 | 0,36 | 3 743 | 1,41 | ||||
| 2025-07-31 | 13F | Trademark Financial Management, LLC | 20 874 | −75,72 | 913 | −75,48 | ||||
| 2025-07-31 | 13F | WFA Asset Management Corp | 119 169 | 311,04 | 4 938 | 316,36 | ||||
| 2025-08-18 | 13F | Arq Wealth Advisors, Llc | 188 292 | 0,00 | 8 153 | 0,00 | ||||
| 2025-08-06 | 13F | Able Wealth Management LLC | 41 930 | −38,03 | 1 834 | −37,38 | ||||
| 2025-08-14 | 13F | Sentinus, LLC | 15 812 | −10,03 | 692 | −9,08 | ||||
| 2025-08-06 | 13F | Ipsen Advisor Group LLC | 161 139 | 7,02 | 7 050 | 8,13 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Columbus Macro, LLC | 106 862 | 0,37 | 4 675 | 1,43 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 9 279 | 19,59 | 406 | 20,90 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 176 123 | 1,40 | 7 705 | 2,46 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 801 704 | 4,30 | 35 075 | 5,38 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Retirement Income Solutions, Inc | 15 448 | −5,77 | 676 | −4,80 | ||||
| 2025-08-12 | 13F | Deutsche Bank Ag\ | 12 594 | −18,64 | 551 | −17,91 | ||||
| 2025-07-10 | 13F | Wedmont Private Capital | 26 926 | −20,10 | 1 194 | −11,83 | ||||
| 2025-08-13 | 13F | M Holdings Securities, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Morgan Stanley | 6 812 759 | −3,33 | 298 058 | −2,32 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 139 184 | 2 338,83 | 6 089 | 2 365,18 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Blair William & Co/il | 18 972 | −2,02 | 830 | −0,95 | ||||
| 2025-07-07 | 13F | Kings Path Partners LLC | 5 400 | 0,00 | 236 | 1,29 | ||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Latitude Advisors, LLC | 5 459 | −1,28 | 239 | −0,42 | ||||
| 2025-05-14 | 13F | WCG Wealth Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 1 144 654 | −0,71 | 50 079 | 0,32 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 84 170 | 0,94 | 3 682 | 1,99 | ||||
| 2025-08-14 | 13F | Fmr Llc | 52 037 | 4,11 | 2 277 | 5,18 | ||||
| 2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 8 311 | 2,10 | 364 | 3,13 | ||||
| 2025-07-16 | 13F | RWM Asset Management, LLC | 16 260 | 0,00 | 711 | 0,99 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 2 097 298 | −19,66 | 92 | −19,47 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 163 | 0,00 | 7 | 16,67 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 16 084 | −29,74 | 704 | −29,06 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 52 496 | 12,87 | 2 297 | 14,06 | ||||
| 2025-07-30 | NP | LEXI - Alexis Practical Tactical ETF | 150 240 | 4,00 | 6 762 | 5,61 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 72 109 | 1,98 | 3 155 | 3,04 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 1 230 | 0,00 | 54 | 0,00 | ||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 1 696 | 0,00 | 74 | 1,37 | ||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 17 942 | −0,01 | 785 | 1,03 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 6 963 | −95,98 | 305 | −95,95 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 66 160 | 0,51 | 2 895 | 1,58 | ||||
| 2025-07-25 | 13F | Wealth Advisory Team LLC | 217 257 | 9 505 | ||||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 17 219 195 | 7,41 | 753 812 | 8,65 | ||||
| 2025-07-28 | 13F | Chesapeake Wealth Management | 99 505 | 0,08 | 4 353 | 1,14 | ||||
| 2025-08-11 | 13F | Brass Tax Wealth Management, Inc | 35 310 | −94,68 | 1 545 | −94,63 | ||||
| 2025-07-21 | 13F | Hilltop National Bank | 2 516 | −4,08 | 110 | 1,85 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 7 054 | 0,90 | 309 | 4,05 | ||||
| 2025-07-15 | 13F | Financial Management Professionals, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Sarver Vrooman Wealth Advisors | 63 568 | 0,47 | 2 781 | 1,53 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 25 373 | 0,11 | 1 110 | 1,19 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 69 445 | −57,97 | 3 038 | −57,54 | ||||
| 2025-07-16 | 13F | Swisher Financial Concepts, Inc. | 12 540 | 0,00 | 549 | 1,11 | ||||
| 2025-07-31 | 13F | Pacitti Group Inc. | 6 000 | 0,00 | 262 | 1,16 | ||||
| 2025-08-01 | 13F | PCA Investment Advisory Services Inc. | 20 449 | 1,81 | 895 | 2,88 | ||||
| 2025-08-11 | 13F | Johnson Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 6 389 | −0,37 | 280 | 0,72 | ||||
| 2025-07-23 | 13F | Friedenthal Financial | 272 | 0,00 | 12 | 0,00 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 7 163 | 10,32 | 313 | 11,39 | ||||
| 2025-08-11 | 13F | Frank, Rimerman Advisors LLC | 11 002 | 0,00 | 481 | 1,05 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 3 | −98,78 | 0 | −100,00 | ||||
| 2025-07-18 | 13F | Precision Wealth Strategies, LLC | 28 210 | 1 234 | ||||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 138 408 | −13,69 | 6 057 | −12,76 | ||||
| 2025-05-02 | 13F | Bogart Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Prosperity Financial Group, Inc. | 34 756 | 2,29 | 1 521 | 3,33 | ||||
| 2025-08-07 | 13F | Resolute Advisors LLC | 6 083 | 3,24 | 266 | 4,31 | ||||
| 2025-07-10 | 13F | Sharkey, Howes & Javer | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 423 | −23,51 | 19 | −18,18 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 468 088 | −17,58 | 20 479 | −16,72 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 68 967 | 1,16 | 3 017 | 2,24 | ||||
| 2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Colorado Capital Management, Inc. | 6 318 | 0,00 | 0 | |||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 452 758 | 2,75 | 19 808 | 3,82 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 2 050 767 | 10,11 | 90 398 | 12,10 | ||||
| 2025-07-22 | 13F | Financial Insights, Inc. | 347 238 | 6,61 | 15 192 | 7,71 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 100 | 4 | ||||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 4 818 | 211 | ||||||
| 2025-07-24 | 13F | Thompson Investment Management, Inc. | 3 835 | 0,00 | 168 | 0,60 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 190 | −21,81 | 8 | −20,00 | ||||
| 2025-08-14 | 13F | Dimension Capital Management Llc | 29 107 | −9,34 | 1 273 | −8,42 | ||||
| 2025-08-07 | 13F | BOK Financial Private Wealth, Inc. | 59 573 | −2,58 | 2 606 | −1,55 | ||||
| 2025-07-22 | 13F | Integrated Capital Management, LLC | 284 536 | 7,65 | 13 | 9,09 | ||||
| 2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 12 116 | −4,32 | 533 | −1,66 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 1 066 | 0,00 | 47 | 0,00 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 13 779 | 0,00 | 626 | 5,93 | ||||
| 2025-08-11 | 13F | Vanguard Group Inc | 6 465 | −0,14 | 283 | 0,71 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 88 267 | −23,75 | 3 862 | −22,96 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 9 766 | −26,49 | 427 | −25,74 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 24 856 | 11,17 | 1 087 | 12,29 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 27 846 | −3,04 | 1 218 | −2,01 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 43 730 | 1,97 | 1 913 | 3,07 | ||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Bellwether Advisors, LLC | 18 831 | 0,00 | 824 | 0,98 | ||||
| 2025-08-05 | 13F | Magnolia Capital Advisors Llc | 15 190 | 1,67 | 665 | 2,79 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 47 075 | −5,31 | 2 038 | −0,97 | ||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 46 321 | 15,23 | 2 027 | 16,44 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 54 190 | 2,05 | 2 371 | 3,09 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 4 888 | −8,28 | 214 | −4,48 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 10 175 | −0,70 | 445 | 0,45 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 1 447 191 | −18,80 | 63 314 | −17,96 | ||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | UBS Group AG | 1 919 810 | −1,68 | 83 992 | −0,66 | ||||
| 2025-08-12 | 13F | Martin Worley Group | 10 260 | 449 | ||||||
| 2025-07-24 | 13F | Shayne & Co., Llc | 4 866 | 0,00 | 213 | 0,95 | ||||
| 2025-07-22 | 13F | Clarius Group, LLC | 12 241 | 0,00 | 536 | 0,94 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 221 229 | 3,77 | 9 679 | 4,85 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 376 241 | 4,62 | 16 461 | 5,70 | ||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 27 474 | 0,00 | 1 202 | 1,09 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 25 409 | −1,82 | 1 112 | −0,80 | ||||
| 2025-08-04 | 13F | Keybank National Association/oh | 8 948 | −0,10 | 391 | 1,03 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 24 450 | 564,40 | 1 070 | 603,29 | ||||
| 2025-08-14 | 13F | JPL Wealth Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 21 311 | −34,94 | 1 | −100,00 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 263 123 | 4 933,92 | 11 512 | 4 993,36 | ||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 11 066 | 5,54 | 484 | 6,84 | ||||
| 2025-08-14 | 13F | KKM Financial LLC | 19 020 | 0,00 | 832 | 1,09 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 81 833 | −0,90 | 3 580 | 0,14 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 37 611 | −0,36 | 1 645 | 0,67 | ||||
| 2025-08-13 | 13F | Quadrature Capital Ltd | 18 025 | 789 | ||||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 9 445 | −8,46 | 413 | −7,40 | ||||
| 2025-07-21 | 13F | Rainey & Randall Investment Management Inc. | 1 476 164 | 3,10 | 64 582 | 4,17 | ||||
| 2025-07-03 | 13F | TrueWealth Advisors, LLC | 215 188 | 2,08 | 9 414 | 3,14 | ||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 9 000 | 0,00 | 390 | 4,57 | ||||
| 2025-07-30 | 13F | Patten Group, Inc. | 7 612 | −51,35 | 333 | −50,81 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 146 975 | 1,63 | 6 430 | 2,57 | ||||
| 2025-08-14 | 13F | Clarity Capital Advisors, LLC | 5 708 | 0,00 | 250 | 0,81 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 14 081 | 1,35 | 616 | 2,50 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 106 317 | 68,32 | 4 651 | 70,12 | ||||
| 2025-08-08 | 13F | TD Capital Management LLC | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Harbour Capital Advisors, LLC | 10 955 | 0,00 | 481 | 5,26 | ||||
| 2025-07-15 | 13F | FLP Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | MeadowBrook Investment Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Stifel Financial Corp | 609 765 | 2,93 | 26 677 | 4,00 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 311 367 | 5,21 | 13 622 | 6,31 | ||||
| 2025-07-18 | 13F | Vicus Capital | 223 173 | 4,32 | 9 764 | 5,41 | ||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 164 | 0,00 | 7 | 0,00 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 540 | −35,71 | 24 | −36,11 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 4 612 | 202 | ||||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 26 367 | 1 154 | ||||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 187 874 | −33,13 | 8 219 | −32,43 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 931 983 | 5,17 | 40 774 | 6,26 | ||||
| 2025-08-13 | 13F/A | StoneX Group Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-13 | 13F | Nicolet Advisory Services, Llc | 9 083 | 0,00 | 398 | 10,89 | ||||
| 2025-07-07 | 13F | Investors Research Corp | 111 187 | 10,36 | 4 864 | 11,51 | ||||
| 2025-08-13 | 13F | Vermillion & White Wealth Management Group, LLC | 708 | 0,00 | 31 | 0,00 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Clean Yield Group | 738 | 32 | ||||||
| 2025-08-07 | 13F | WESCAP Management Group, Inc. | 551 433 | −6,77 | 24 125 | −5,79 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 8 336 | −43,74 | 365 | −43,21 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 7 055 | 309 | ||||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 14 627 | 0,25 | 640 | 14,72 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 17 168 | 2,94 | 751 | 4,02 | ||||
| 2025-08-08 | 13F | Tanglewood Legacy Advisors, LLC | 42 810 | 3,05 | 1 873 | 4,12 | ||||
| 2025-07-15 | 13F | Optima Capital Llc | 37 110 | −69,61 | 1 624 | −69,30 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 69 323 | 3,80 | 3 074 | 6,33 | ||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 102 983 | 4 506 | ||||||
| 2025-08-01 | 13F | Liberty Wealth Management Llc | 15 861 | 2,20 | 694 | 3,28 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 7 748 | −0,40 | 339 | 0,60 | ||||
| 2025-08-14 | 13F | Evercore Wealth Management, LLC | 35 624 | 0,00 | 1 559 | 1,04 | ||||
| 2025-05-15 | 13F | TCG Advisory Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Schoolcraft Capital LLC | 790 073 | −4,83 | 34 566 | −3,84 | ||||
| 2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 12 534 | 0,00 | 548 | 1,11 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 304 | 0 | ||||||
| 2025-08-18 | 13F | Tactive Advisors, LLC | 44 005 | 121,70 | 1 925 | 137,07 | ||||
| 2025-07-29 | 13F | Orin Green Financial, LLC | 31 158 | 0,00 | 1 363 | 8,69 | ||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 7 304 | −93,17 | 320 | −93,11 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 10 442 | −0,55 | 457 | 0,44 |
Other Listings
| MX:DBEF |
