DFAE - Dimensional ETF Trust - Dimensional Emerging Core Equity Market ETF Aktier - Aktiekurs, institutionellt ägande, aktieägare (ARCA)

Dimensional ETF Trust - Dimensional Emerging Core Equity Market ETF
US ˙ ARCA ˙ US25434V3024

Grundläggande statistik
Institutionella ägare 565 total, 565 long only, 0 short only, 0 long/short - change of 6,97% MRQ
Genomsnittlig portföljallokering 0.8732 % - change of −0,79% MRQ
Institutionella aktier (lång) 178 095 910 (ex 13D/G) - change of 10,82MM shares 6,45% MRQ
Institutionellt värde (lång) $ 4 971 098 USD ($1000)
Institutionellt ägande och aktieägare

Dimensional ETF Trust - Dimensional Emerging Core Equity Market ETF (US:DFAE) har 565 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 178,095,910 aktier. Största aktieägare inkluderar Retirement Systems of Alabama, Mather Group, Llc., Fmr Llc, UBS Group AG, Bank Of America Corp /de/, Mariner, LLC, Foster Group, Inc., Factory Mutual Insurance Co, Wealthspire Advisors, LLC, and Coldstream Capital Management Inc .

Dimensional ETF Trust - Dimensional Emerging Core Equity Market ETF (ARCA:DFAE) 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 31,26 / share. Previously, on September 16, 2024, the share price was 26,06 / share. This represents an increase of 19,95% over that period.

DFAE / Dimensional ETF Trust - Dimensional Emerging Core Equity Market ETF Institutional Ownership
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.

DFAE / Dimensional ETF Trust - Dimensional Emerging Core Equity Market ETF Historical Put/Call Ratio
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)
2025-05-12 13G/A FMR LLC 12,788,474 10,619,595 -16.96 5.30 -22.06
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
(%)
2025-08-05 13F Centennial Bank/AR/ 133 0,00 4 0,00
2025-07-14 13F Shearwater Capital LLC 34 191 −1,71 990 9,89
2025-07-23 13F Quarry Hill Advisors, Llc 16 183 0,00 469 11,96
2025-07-25 13F LRI Investments, LLC 624 18
2025-08-07 13F Evoke Wealth, Llc 1 764 427 10,37 51 080 23,42
2025-08-13 13F Jones Financial Companies Lllp 59 2
2025-07-28 13F RCS Financial Planning, LLC 35 821 −59,86 1 037 −55,11
2025-08-05 13F Landmark Wealth Management, Inc. 8 833 −72,21 256 −68,98
2025-07-09 13F HFG Wealth Management, LLC 54 057 8,90 1 400 11,12
2025-07-29 13F AssuredPartners Investment Advisors, LLC 9 471 0,79 274 12,76
2025-07-28 13F Mutual Advisors, LLC 55 527 5,72 1 653 21,99
2025-08-08 13F Financial Gravity Companies, Inc. 847 −2,42 25 9,09
2025-05-06 13F WMG Financial Advisors, LLC 0 −100,00 0
2025-07-29 13F Fundamentun, Llc 71 011 2 056
2025-08-14 13F Essential Planning, LLC. 256 073 1,86 7 413 13,91
2025-07-09 13F Shore Point Advisors, LLC 223 717 0,67 6 477 12,57
2025-07-31 13F Brighton Jones Llc 562 899 10,13 16 296 23,14
2025-08-15 13F Kestra Advisory Services, LLC 77 936 17,69 2 256 31,62
2025-08-07 13F Everhart Financial Group, Inc. 236 199 169,01 6 838 200,79
2025-08-01 13F Heritage Wealth Management, Inc./Texas 150 272 −2,19 4 343 9,20
2025-07-31 13F Catalyst Capital Advisors LLC 1 697 608 −13,57 49 146 −3,35
2025-07-25 13F Tranquility Partners, LLC 22 521 0,74 652 12,63
2025-07-22 13F DBK Financial Counsel, LLC 31 393 13,84 909 27,35
2025-08-14 13F Sentinel Wealth Management, Inc. 62 041 2
2025-07-17 13F Montis Financial, LLC 26 195 2,19 758 14,33
2025-08-14 13F Great Valley Advisor Group, Inc. 11 587 −3,79 335 7,72
2025-08-04 13F UNIVEST FINANCIAL Corp 7 567 219
2025-08-14 13F Mpwm Advisory Solutions, Llc 200 0,00 6 0,00
2025-07-15 13F Marquette Asset Management, LLC 679 475 1,79 19 671 13,82
2025-07-21 13F Sageworth Trust Co 166 786 0,00 4 828 11,81
2025-07-22 13F Awm Capital, Llc 444 832 23,72 12 878 38,34
2025-08-12 13F Cowa, Llc 0 −100,00 0
2025-07-17 13F Archford Capital Strategies, LLC 258 097 29,43 7 472 44,73
2025-07-23 13F Morton Capital Management LLC/CA 29 704 −8,64 860 2,14
2025-08-15 13F Binnacle Investments Inc 185 711 3,25 5 376 15,46
2025-08-04 13F Barnes Dennig Private Wealth Management LLC 149 0,00 4 33,33
2025-07-29 13F Monument Group Wealth Advisors, LLC 235 229 2,46 6 810 14,57
2025-07-15 13F Bannerman Wealth Management Group, Llc 155 398 0,54 4 499 12,42
2025-08-14 13F Qube Research & Technologies Ltd 5 495 159
2025-07-10 13F Websterrogers Financial Advisors, Llc 11 749 0,00 340 11,84
2025-04-21 13F Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0 −100,00 0
2025-08-08 13F Sculati Wealth Management, LLC 96 981 2 808
2025-07-31 13F 180 Wealth Advisors, Llc 75 545 8,32 2 187 21,16
2025-08-13 13F Cerity Partners LLC 1 107 843 24,40 32 072 39,11
2025-07-17 13F Porter White Investment Advisors, Inc. 58 844 0,03 1 704 11,82
2025-08-06 13F DDFG, Inc 368 560 0,34 10 670 12,20
2025-07-25 13F Sequoia Financial Advisors, LLC 354 296 0,07 10 257 11,90
2025-07-09 13F Market Street Wealth Management Advisors Llc 817 775 0,43 23 675 12,30
2025-08-13 13F Cresset Asset Management, LLC 269 425 −0,96 7 800 10,73
2025-08-06 13F Modera Wealth Management, LLC 655 714 −0,81 18 983 10,92
2025-08-14 13F Jane Street Group, Llc 745 829 143,67 21 592 172,48
2025-07-14 13F Financial Harvest, LLC 10 944 317
2025-08-01 13F Zhang Financial LLC 68 293 15,19 1 977 28,88
2025-07-23 13F Canopy Partners, LLC 11 863 22,87 343 37,75
2025-08-13 13F Quadrature Capital Ltd 0 −100,00 0
2025-08-14 13F EP Wealth Advisors, Inc. 294 847 −18,03 8 536 −8,34
2025-08-12 13F Jpmorgan Chase & Co 676 466 49,84 19 584 67,55
2025-08-06 13F Legacy Investment Solutions, LLC 0 −100,00 0
2025-05-15 13F Novak & Powell Financial Services, Inc. 0 −100,00 0
2025-07-30 13F Rehmann Capital Advisory Group 20 684 −3,94 599 7,36
2025-04-17 13F Vista Wealth Management Group, LLC 74 190 −5,68 1 921 −3,76
2025-07-16 13F Builder Investment Group Inc /adv 151 097 5,25 4 374 17,71
2025-08-14 13F Clg Llc 19 350 0,00 560 12,00
2025-08-11 13F HighTower Advisors, LLC 2 079 940 7,79 60 214 20,53
2025-07-30 13F Cullen/frost Bankers, Inc. 1 455 0,00 42 13,51
2025-07-10 13F Oliver Lagore Vanvalin Investment Group 0 −100,00 0
2025-07-21 13F Monticello Wealth Management, Llc 61 173 −10,17 1 771 0,40
2025-07-24 13F Fischer Investment Strategies, Llc 131 790 55,73 3 815 74,20
2025-07-18 13F Truist Financial Corp 21 326 2,21 617 14,26
2025-08-07 13F CENTRAL TRUST Co 1 093 38,88 32 55,00
2025-04-11 13F Safeguard Financial, LLC 0 −100,00 0
2025-08-05 13F Elyxium Wealth, LLC 27 183 192,38 787 227,50
2025-08-12 13F Rather & Kittrell, Inc. 15 928 −6,28 461 4,77
2025-08-11 13F Morling Financial Advisors, LLC 727 083 0,13 21 049 11,97
2025-08-13 13F Baird Financial Group, Inc. 136 277 82,01 3 945 103,56
2025-07-22 13F SOL Capital Management CO 235 098 −1,29 7 0,00
2025-08-06 13F Entrewealth, Llc 153 118 35,76 4 433 51,78
2025-08-12 13F Burk Holdings LLC 79 790 −2,00 2 310 9,59
2025-07-29 13F Schubert & Co 8 414 0,01 244 11,98
2025-08-18 13F Geneos Wealth Management Inc. 5 315 −2,03 154 9,29
2025-07-03 13F Collective Family Office Llc 446 775 −11,36 12 934 −0,88
2025-08-08 13F RAM Investment Partners, LLC 1 114 524 3,23 32 265 15,43
2025-08-01 13F Penobscot Wealth Management 116 272 80,44 3 366 101,80
2025-08-08 13F Security Financial Services, INC. 506 033 80,46 14 650 101,78
2025-07-14 13F Park Avenue Securities Llc 772 818 10,24 22 22,22
2025-08-08 13F Pinney & Scofield, Inc. 8 166 24,35 236 38,82
2025-08-01 13F Red Lighthouse Investment Management, Llc 5 176 −7,26 150 8,76
2025-07-14 13F UMA Financial Services, Inc. 452 375 −1,02 13 096 10,68
2025-07-15 13F Kraft Asset Management, Llc 16 109 41,69 466 58,50
2025-08-15 13F Morgan Stanley 25 639 −8,76 742 2,06
2025-07-08 13F Apella Capital, LLC 114 703 10,20 3 308 30,24
2025-07-30 13F Drive Wealth Management, Llc 7 873 −31,86 228 −24,08
2025-08-13 13F Northwestern Mutual Wealth Management Co 1 871 896 25,08 54 191 39,86
2025-08-11 13F Aptus Capital Advisors, LLC 257 995 −1,40 7 469 10,25
2025-07-15 13F Mather Group, Llc. 12 129 964 13,91 351 162 27,37
2025-08-06 13F Golden State Wealth Management, LLC 12 0,00 0
2025-08-14 13F Raymond James Financial Inc 448 410 −15,34 12 981 −5,33
2025-07-30 13F Clune & Associates, Ltd. 93 855 11,01 2 717 24,18
2025-08-05 13F Cherry Tree Wealth Management, LLC 17 092 −1,05 495 10,51
2025-07-21 13F Creative Capital Management Investments LLC 564 701 0,84 16 348 12,76
2025-07-23 13F L.K. Benson & Company, P.C. 11 476 0,76 332 12,93
2025-07-03 13F Lam Group, Inc. 35 405 0,00 1 025 11,79
2025-05-14 13F Huntington National Bank 12 −15,38
2025-07-23 13F Matisse Capital 10 438 0,00 302 11,85
2025-04-23 13F Creative Financial Designs Inc /adv 0 −100,00 0
2025-07-29 13F Chicago Partners Investment Group LLC 37 489 3,52 1 124 16,86
2025-07-29 13F Millburn Ridgefield Corp 1 697 608 −13,57 49 146 −3,35
2025-07-15 13F Optima Capital Llc 21 504 13,93 623 27,46
2025-08-14 13F Seven Mile Advisory 170 053 8,28 4 923 21,08
2025-08-14 13F Comerica Bank 26 201 3,52 759 15,73
2025-07-24 13F Jfs Wealth Advisors, Llc 670 251 −0,82 19 404 10,90
2025-07-28 13F Pettinga Financial Advisors, LLC 144 115 0,56 4 172 12,45
2025-08-06 13F AE Wealth Management LLC 316 464 11,64 9 162 24,84
2025-08-14 13F Financial Engines Advisors L.L.C. 93 258 80,46 2 700 101,79
2025-07-16 13F Exeter Financial, LLC 28 795 14,44 834 27,96
2025-07-08 13F Parallel Advisors, LLC 30 090 84,64 871 106,89
2025-07-08 13F Peirce Capital Management, LLC 10 185 295
2025-08-11 13F Mosaic Family Wealth Partners, Llc 7 318 212
2025-07-21 13F Patriot Financial Group Insurance Agency, LLC 25 347 5,11 734 17,47
2025-07-16 13F Eastover Investment Advisors LLC 19 470 0,00 564 11,71
2025-07-18 13F Heritage Financial Services, LLC 82 941 0,67 2 401 12,62
2025-08-13 13F GeoWealth Management, LLC 85 772 −6,49 2 483 4,59
2025-07-15 13F Total Wealth Planning, Llc 67 864 −1,99 1 965 9,60
2025-08-14 13F Aqr Capital Management Llc 64 364 −18,01 1 863 −8,32
2025-08-14 13F Diversify Wealth Management, Llc 289 367 −10,06 8 695 4,19
2025-08-14 13F Horizon Investments, LLC 698 320 3,29 20 216 15,51
2025-07-17 13F Avondale Wealth Management 362 622 −17,01 10 498 −7,20
2025-08-04 13F McMill Wealth Management 217 880 0,55 6 296 12,21
2025-07-22 13F Berger Financial Group, Inc 686 092 2,85 19 862 15,01
2025-08-27 13F/A Brinker Capital Investments, LLC 34 405 62,46 996 81,75
2025-07-11 13F First PREMIER Bank 20 193 136,73 1
2025-08-12 13F Pathstone Holdings, LLC 74 096 23,12 2 145 37,94
2025-08-21 13F Aveo Capital Partners, LLC 0 −100,00 0
2025-08-13 13F Northern Trust Corp 23 486 680
2025-08-12 13F Forum Private Client Group LLC 274 713 9,01 7 953 21,89
2025-05-15 13F CAPROCK Group, Inc. 8 861 0,00 229 2,23
2025-08-13 13F Lido Advisors, LLC 0 −100,00 0
2025-07-31 13F BIP Wealth, LLC 27 650 138,75 800 167,56
2025-08-07 13F Sollinda Capital Management LLC 59 331 0,78 1 718 12,66
2025-08-14 13F C M Bidwell & Associates Ltd 9 222 0,00 267 11,76
2025-08-11 13F Foundation Wealth Management, LLC\PA 8 870 3,91 257 16,36
2025-04-23 13F Mascagni Wealth Management, Inc. 0 −100,00 0
2025-07-30 13F Exencial Wealth Advisors, Llc 327 854 0,16 9 491 12,00
2025-08-14 13F Keebeck Wealth Management, LLC 64 212 0,00 1 859 11,79
2025-07-16 13F Signaturefd, Llc 1 183 4 829,17 34
2025-07-09 13F Pallas Capital Advisors LLC 578 272 8,49 16 741 21,31
2025-04-16 13F Marshall Financial Group LLC 0 −100,00 0
2025-07-22 13F Grimes & Company, Inc. 429 356 13,39 12 430 26,79
2025-08-14 13F Ubs Asset Management Americas Inc 0 −100,00 0
2025-07-16 13F Strategic Investment Solutions, Inc. /IL 4 866 −63,22 141 −59,06
2025-07-01 13F Harbor Investment Advisory, Llc 1 080 0,00 31 14,81
2025-08-14 13F Royal Bank Of Canada 1 793 035 21,70 51 909 36,08
2025-08-14 13F Mml Investors Services, Llc 419 172 −5,40 12 9,09
2025-07-17 13F Eclectic Associates Inc /adv 194 522 69,88 5 631 89,98
2025-07-29 13F Werba Rubin Papier Wealth Management 45 188 1,61 1 308 13,64
2025-08-14 13F Bank Of America Corp /de/ 5 074 985 7,31 146 921 19,99
2025-07-28 13F Eq Wealth Advisors, Llc 2 001 0,00 58 11,76
2025-07-15 13F North Star Investment Management Corp. 3 528 0,00 102 12,09
2025-08-01 13F SwitchPoint Financial Planning, LLC 54 835 283,73 1 587 330,08
2025-07-24 13F Financial Connections Group, Inc. 350 −36,94 0
2025-07-16 13F Falcon Wealth Planning 1 684 331 −0,73 48 761 11,00
2025-07-17 13F Sterling Wealth Advisors Inc 213 560 −0,75 6 195 11,22
2025-04-29 13F Hm Payson & Co 7 571 0,00 196 2,08
2025-08-11 13F M Wealth Management, LLC 56 262 −3,55 1 629 7,81
2025-08-12 13F TCP Asset Management, LLC 408 224 2,00 11 818 14,06
2025-04-30 13F Sofos Investments, Inc. 847 −36,79 22 −38,24
2025-09-04 13F/A Advisor Group Holdings, Inc. 216 207 −15,57 6 259 −5,62
2025-07-23 13F First Financial Group Corp 74 997 0,15 2 171 12,20
2025-07-31 13F Oak Harbor Wealth Partners, Llc 76 157 3,07 2 205 15,27
2025-07-15 13F Vestment Financial LLC 46 350 −12,72 1 349 −2,53
2025-07-15 13F Oak Wealth Advisors LLC 69 341 48,85 2 007 66,42
2025-08-11 13F WPWealth LLP 840 480 −2,52 24 332 9,00
2025-07-15 13F Cordant, Inc. 60 016 140,17 1 737 168,89
2025-07-25 13F G2 Capital Management, Llc / Oh 13 377 7,82 387 20,56
2025-07-15 13F tru Independence LLC 25 116 −18,24 727 −8,55
2025-07-23 13F Wealth Management Nebraska 601 614 4,76 17 345 16,65
2025-07-18 13F Naples Global Advisors, Llc 23 485 0,00 680 11,68
2025-07-10 13F Wealth Enhancement Advisory Services, Llc 1 241 762 2,41 36 359 15,82
2025-08-12 13F Gladstone Institutional Advisory LLC 8 195 237
2025-07-28 13F Strategent Financial, LLC 8 486 246
2025-07-08 13F/A Salem Investment Counselors Inc 62 0,00 2 0,00
2025-07-09 13F Presidio Capital Management, LLC 10 524 −6,54 305 4,47
2025-07-07 13F Enterprise Bank & Trust Co 318 236 4,89 9 213 17,28
2025-08-14 13F Mairs & Power Inc 9 850 −21,37 285 −12,04
2025-09-09 13F Cambridge Financial Group, LLC 48 083 9,13 1 392 21,70
2025-07-25 13F Cwm, Llc 1 123 325 −2,64 33 10,34
2025-07-23 13F HMV Wealth Advisors, LLC 15 965 462
2025-07-18 13F Lynx Investment Advisory 29 940 26,89 867 41,97
2025-07-25 13F Index Fund Advisors, Inc. 526 905 8,66 15 254 21,50
2025-07-18 13F PBMares Wealth Management LLC 370 668 −3,12 10 731 8,33
2025-04-17 13F Inscription Capital, LLC 0 −100,00 0 −100,00
2025-08-08 13F Tortoise Investment Management, LLC 321 410 11,55 9 305 24,74
2025-07-03 13F CPA Asset Management LLC 650 034 0,05 18 818 11,88
2025-07-15 13F Garrett Investment Advisors LLC 79 174 0,25 2 292 12,13
2025-07-11 13F AA Financial Advisors, LLC 335 772 7,61 9 721 20,33
2025-08-13 13F Lauer Wealth, LLC 68 794 −0,95 2 042 13,33
2025-07-28 13F Wealthspan Partners, Llc 7 145 207
2025-08-06 13F Savant Capital, LLC 79 005 29,62 2 287 44,93
2025-08-08 13F Sittner & Nelson, Llc 4 640 53,34 134 71,79
2025-07-23 13F Heck Capital Advisors, LLC 0 −100,00 0
2025-08-14 13F Beaird Harris Wealth Management, LLC 284 846 −0,53 8 246 11,24
2025-07-21 13F DHJJ Financial Advisors, Ltd. 31 0,00 1
2025-08-14 13F Evergreen Capital Management Llc 398 186 15,49 11 527 29,14
2025-08-14 13F Seneschal Advisors, LLC 7 902 229
2025-08-15 13F Equitable Holdings, Inc. 111 944 33,55 3 241 49,31
2025-05-14 13F JustInvest LLC 0 −100,00 0
2025-08-01 13F Financial Counselors Inc 0 −100,00 0
2025-04-25 13F Smallwood Wealth Investment Management, LLC 4 026 104
2025-08-04 13F Partners in Financial Planning 14 549 421
2025-07-29 13F Grunden Financial Advisory, Inc. 43 218 1 251
2025-08-06 13F Cannon Financial Strategists, Inc. 67 440 5,11 1 952 17,52
2025-07-14 13F Abound Wealth Management 0 0
2025-04-15 13F Corrigan Financial, Inc. 18 765 85,00 486 88,72
2025-07-22 13F Team Financial Group, LLC 276 8
2025-07-15 13F SJS Investment Consulting Inc. 16 010 0,00 463 11,84
2025-08-01 13F JDH Wealth Management, LLC 51 097 1 479
2025-08-12 13F Passive Capital Management, LLC. 8 685 −1,56 252 10,53
2025-04-14 13F Investment Advisory Group, LLC 0 −100,00 0 −100,00
2025-07-09 13F GEM Asset Management, LLC 187 127 1,59 5 397 12,51
2025-07-17 13F MBA Advisors LLC 143 878 12,07 4 165 25,34
2025-08-13 13F Parkworth Wealth Management, Inc. 6 581 −24,80 191 −15,93
2025-07-17 13F Janney Montgomery Scott LLC 8 518 0
2025-08-11 13F Walter & Keenan Financial Consulting Co /mi/ /adv 12 892 0,77 373 12,69
2025-08-14 13F Old Mission Capital Llc 164 468 4 761
2025-08-13 13F American Investment Services, Inc. 41 177 −25,86 1 192 −17,05
2025-08-13 13F EverSource Wealth Advisors, LLC 135 374 1,78 3 919 13,83
2025-08-04 13F Hantz Financial Services, Inc. 218 0
2025-07-18 13F TruNorth Capital Management, LLC 368 0,00 11 11,11
2025-08-04 13F Pinnacle Associates Ltd 216 573 3,46 6 270 15,69
2025-07-17 13F HB Wealth Management, LLC 50 757 17,20 1 469 31,04
2025-04-14 13F Greenspring Advisors, LLC 8 662 0,00 224 2,28
2025-07-22 13F Bay Harbor Wealth Management, LLC 116 713 6,00 3 379 18,53
2025-07-30 13F Crewe Advisors LLC 566 16
2025-07-15 13F RVW Wealth, LLC 901 424 −1,07 26 096 10,63
2025-08-04 13F Syverson Strege & Co 65 034 0,47 1 883 12,36
2025-08-13 13F Plan Group Financial, LLC 271 933 −29,77 7 872 −21,48
2025-07-28 13F Delap Wealth Advisory, Llc 14 181 411
2025-05-05 13F Eagle Bay Advisors LLC 0 −100,00 0
2025-07-30 13F Eqis Capital Management, Inc. 624 910 −8,38 18 091 2,45
2025-08-08 13F Pnc Financial Services Group, Inc. 5 913 0,00 171 11,76
2025-08-12 13F Waddell & Associates, Llc 53 533 1,32 1 550 13,31
2025-07-22 13F USAdvisors Wealth Management, LLC 16 043 0,02 0
2025-07-17 13F Elser Financial Planning, Inc 176 830 5 181
2025-08-11 13F Strategic Wealth Partners, Ltd. 413 12
2025-08-14 13F Investmark Advisory Group LLC 61 638 −8,04 1 784 2,82
2025-07-29 13F First Bancorp, Inc /ME/ 454 237 40,83 13 150 57,49
2025-07-16 13F Plancorp, LLC 125 397 0,00 3 630 11,83
2025-08-01 13F First Command Advisory Services, Inc. 12 418 −25,37 360 −16,51
2025-07-16 13F Vestia Personal Wealth Advisors 9 609 0,59 278 12,55
2025-08-12 13F Global Retirement Partners, LLC 1 281 0,47 37 15,63
2025-08-13 13F Vermillion & White Wealth Management Group, LLC 139 629 −5,46 4 042 5,73
2025-07-21 13F Triad Wealth Partners, LLC 7 185 208
2025-07-31 13F Cambridge Investment Research Advisors, Inc. 39 072 7,43 1
2025-08-11 13F One Capital Management, LLC 20 816 −11,12 603 −0,66
2025-07-18 13F Fmb Wealth Management 153 806 8,85 4 453 21,71
2025-07-24 13F FinDec Wealth Services, Inc. 91 049 −19,01 2 636 −9,45
2025-07-23 13F Bellevue Asset Management, Llc 753 22
2025-08-08 13F Good Life Advisors, LLC 7 462 216
2025-08-14 13F Pinnacle Family Advisors, LLC 12 182 1,31 353 13,18
2025-07-14 13F AdvisorNet Financial, Inc 64 494 −0,94 1 867 10,80
2025-07-16 13F Perigon Wealth Management, LLC 754 682 1,93 21 848 13,98
2025-07-24 13F IFP Advisors, Inc 31 802 −73,23 921 −70,08
2025-07-15 13F/A Kure Advisory, LLC 247 753 10,36 7 172 23,40
2025-07-18 13F Newman Dignan & Sheerar, Inc. 346 996 3,39 10 046 15,61
2025-07-31 13F Glass Jacobson Investment Advisors llc 92 236 −21,26 2 670 −10,13
2025-07-28 13F RFG Advisory, LLC 84 607 −9,33 2 449 1,41
2025-07-17 13F DiNuzzo Private Wealth, Inc. 463 274 0,36 13 412 12,22
2025-08-13 13F Okabena Investment Services Inc 33 571 −1,34 972 10,34
2025-07-25 13F NorthRock Partners, LLC 48 1
2025-08-12 13F SRS Capital Advisors, Inc. 93 684 −1,36 2 712 10,33
2025-07-18 13F Meritas Wealth Management, LLC 53 843 0,00 1 559 11,84
2025-08-01 13F Advisory Alpha, LLC 215 910 4,09 6 251 16,39
2025-08-08 13F Altiora Financial Group, LLC 16 300 0,17 472 11,88
2025-08-14 13F Betterment LLC 349 225 −4,95 10 11,11
2025-08-06 13F SOUTH STATE Corp 295 326 −32,77 8 550 −24,82
2025-08-14 13F Note Advisors, LLC 146 271 27,57 4 235 42,65
2025-08-05 13F Integrity Wealth Solutions LLC 175 065 0,19 5 068 12,05
2025-08-06 13F Cloud Capital Management, LLC 12 901 19,89 0
2025-07-09 13F Breakwater Capital Group 91 717 −0,51 2 655 11,27
2025-07-24 13F rebel Financial LLC 29 762 862
2025-07-11 13F Compass Ion Advisors, LLC 20 288 29,69 587 44,94
2025-08-08 13F Glassman Wealth Services 1 690 26,12 49 41,18
2025-08-12 13F Howe & Rusling Inc 654 17,20 19 28,57
2025-07-29 13F Flagstone Financial Management 31 663 0,00 917 11,84
2025-08-05 13F American Capital Advisory, LLC 93 111 1,48 2 696 13,47
2025-08-06 13F Financial Alternatives, Inc 238 923 3,81 6 917 16,08
2025-07-24 13F Edge Financial Advisors LLC 86 976 18,68 2 519 32,79
2025-08-12 13F Wealth Dimensions Group, Ltd. 483 005 3,13 13 983 15,32
2025-07-29 13F Wingate Wealth Advisors, Inc. 104 040 26,81 3 012 41,76
2025-08-06 13F Longview Financial Advisors LLC 16 459 −15,82 476 −5,93
2025-07-10 13F Stewardship Advisors, LLC 10 848 2,02 314 14,18
2025-08-11 13F Oder Investment Management, LLC 52 418 0,78 1 518 12,70
2025-08-12 13F Hill Investment Group Partners, LLC 12 170 6,67 352 19,32
2025-07-28 13F IFG Advisors, LLC 14 483 −0,05 419 11,73
2025-07-22 13F Confluence Wealth Services, Inc. 403 358 6,76 11 677 20,88
2025-07-23 13F Sax Wealth Advisors, Llc 181 232 14,66 5 247 28,20
2025-08-12 13F Proequities, Inc. 0 0
2025-08-14 13F Main Street Financial Solutions, LLC 8 473 5,36 245 17,79
2025-07-29 13F Disciplined Investments, LLC 265 962 11,31 7 700 24,46
2025-07-31 13F CVA Family Office, LLC 53 026 −0,89 1 535 10,83
2025-08-14 13F Eaton-Cambridge Inc. 22 163 −0,02 642 11,87
2025-07-11 13F Pioneer Wealth Management Group 569 117 3,11 16 476 15,29
2025-08-14 13F Stadion Money Management, LLC 285 591 −7,99 8 268 2,87
2025-07-15 13F Level Financial Advisors, Inc. 97 391 −10,55 2 819 0,04
2025-07-16 13F Gradient Capital Advisors, LLC 71 743 −1,67 2 077 9,90
2025-04-21 13F Envestnet Portfolio Solutions, Inc. 0 −100,00 0
2025-08-08 13F Austin Wealth Management, LLC 681 032 60,70 19 907 81,43
2025-08-11 13F Wealthspire Advisors, LLC 2 610 903 0,51 75 586 12,39
2025-08-07 13F Timonier Family Office, LTD. 79 185 −2,35 2 292 9,19
2025-07-21 13F Keb Asset Management, Llc 188 322 4,09 5 452 16,37
2025-07-23 13F SpringVest Wealth Management LLC 19 760 −3,39 572 8,13
2025-07-31 13F AlTi Global, Inc. 322 097 193,35 9 327 228,30
2025-07-18 13F Ledgewood Wealth Advisors, LLC 153 083 −3,42 4 432 7,99
2025-07-23 13F Elevate Wealth Advisory, Inc 10 135 −18,15 293 −8,44
2025-07-24 13F VanderPol Investments L.L.C. 12 667 −17,08 367 −7,34
2025-08-12 13F Tableaux Llc 0 −100,00 0
2025-08-13 13F Seven Springs Wealth Group, LLC 49 441 −0,38 1 431 11,45
2025-08-08 13F L & S Advisors Inc 36 230 6,84 1 049 19,50
2025-04-08 13F Catalyst Private Wealth, Llc 0 −100,00 0 −100,00
2025-07-11 13F Andrews, Lucia Wealth Management Llc 143 967 −1,05 4 168 12,90
2025-08-29 13F Total Investment Management Inc 290 8
2025-08-05 13F GPS Wealth Strategies Group, LLC 293 0,00 8 14,29
2025-08-14 13F 10Elms LLP 0 −100,00 0
2025-04-28 13F Great Point Wealth Advisors, LLC 1 085 740 0,77 28 110 2,83
2025-07-31 13F City State Bank 80 847 5,80 2 341 18,30
2025-08-13 13F Kayne Anderson Rudnick Investment Management Llc 363 0,00 10 11,11
2025-08-11 13F VSM Wealth Advisory, LLC 7 488 −8,63 217 1,89
2025-08-19 13F Advisory Services Network, LLC 11 928 44,23 349 62,62
2025-07-25 13F Apollon Wealth Management, LLC 17 789 11,15 515 24,15
2025-08-12 13F Lodestone Wealth Management LLC 82 994 0,24 2 403 12,09
2025-07-17 13F Nelson, Van Denburg & Campbell Wealth Management Group, LLC 51 113 104,80 1 480 128,95
2025-07-24 13F True Link Financial Advisors, LLC 1 714 470 3,93 49 634 16,21
2025-07-11 13F Farther Finance Advisors, LLC 65 061 −1,33 1 884 9,67
2025-07-29 13F Two West Capital Advisors LLC 162 605 −0,03 4 841 20,04
2025-07-11 13F Pinnacle Bancorp, Inc. 495 0,00 14 16,67
2025-07-22 13F Gemmer Asset Management LLC 43 885 0,57 1 270 12,49
2025-07-23 13F Pillar Financial Advisors, LLC 9 310 0,00 270 11,62
2025-08-15 13F CI Private Wealth, LLC 1 709 564 −13,00 49 492 −2,71
2025-07-17 13F Northwest Wealth Management, Llc 115 276 2,00 3 337 14,05
2025-07-22 13F Firethorn Wealth Partners, Llc 32 559 12,39 943 25,60
2025-07-25 13F Total Clarity Wealth Management, Inc. 0 −100,00 0
2025-08-05 13F Bridgewater Advisors Inc. 374 162 4,53 11 075 19,28
2025-07-14 13F Maryland Capital Advisors Inc. 9 693 −9,50 281 1,08
2025-08-12 13F Jacobi Capital Management LLC 137 371 23,38 3 977 37,96
2025-08-14 13F Colony Group, LLC 1 659 408 8,83 48 040 21,69
2025-08-04 13F Bristlecone Advisors, LLC 15 950 −0,12 462 11,62
2025-07-30 13F Towneley Capital Management, Inc / DE 285 802 −0,44 8 274 11,32
2025-05-02 13F Capital A Wealth Management, LLC 13 0
2025-07-08 13F Baker Ellis Asset Management LLC 0 −100,00 0
2025-08-01 13F Envestnet Asset Management Inc 2 332 326 1,58 67 521 13,59
2025-08-12 13F Vawter Financial, Ltd. 13 941 −95,86 404 −95,38
2025-07-14 13F Chico Wealth RIA 397 760 −0,94 11 515 10,77
2025-08-01 13F Redwood Park Advisors LLC 551 −2,30 16 7,14
2025-07-18 13F Magnolia Private Wealth, LLC 16 724 2,10 484 14,15
2025-08-08 13F Avantax Advisory Services, Inc. 1 506 344 115,88 43 609 141,41
2025-07-30 13F D.a. Davidson & Co. 15 493 20,43 449 34,53
2025-07-10 13F Voisard Asset Management Group, Inc. 495 410 −1,05 14 342 10,65
2025-07-15 13F Maseco Llp 1 132 988 32 789
2025-07-14 13F Golden State Equity Partners 15 927 0,01 461 11,89
2025-06-03 13F Invst, LLC 19 770 25,36 512 27,75
2025-07-17 13F Mustard Seed Financial, LLC 77 079 11,09 2 231 24,22
2025-08-04 13F Spire Wealth Management 8 439 −3,97 244 7,49
2025-08-04 13F Assetmark, Inc 962 151,17 28 200,00
2025-08-04 13F ArborFi Advisors, LLC 78 339 4,53 2 268 16,86
2025-07-29 13F Foster & Motley Inc 29 943 −8,54 1
2025-07-24 13F Us Bancorp \de\ 155 −97,37 4 −97,37
2025-08-12 13F MAI Capital Management 260 968 −0,87 7 555 10,86
2025-08-14 13F Mercer Global Advisors Inc /adv 1 305 684 0,41 37 800 12,28
2025-08-12 13F LPL Financial LLC 1 051 180 28,20 30 432 43,35
2025-08-01 13F Rossby Financial, LCC 916 0,00 27 13,04
2025-08-05 13F Aviance Capital Partners, LLC 70 025 12,48 2 027 25,82
2025-08-01 13F Motco 3 544 104
2025-07-18 13F Arcadia Wealth Management, LLC 47 787 3,69 1 383 15,93
2025-07-29 13F Financial Symmetry Inc 83 794 −4,19 2 426 7,11
2025-07-16 13F Midwest Heritage Bank, FSB 217 753 0,93 6 304 12,86
2025-08-04 13F Saxony Capital Management, LLC 87 525 28,12 2 534 43,27
2025-08-14 13F Helium Advisors LLC 19 961 44,24 578 61,17
2025-07-17 13F Claris Advisors, Llc / Mo / 231 124 127,48 6 691 154,41
2025-07-31 13F Orion Capital Management LLC 4 140 −49,89 120 −44,13
2025-08-12 13F Bedel Financial Consulting, Inc. 583 847 −0,26 16 902 7,66
2025-08-07 13F Midwest Trust Co 21 303 617
2025-07-28 13F Harbour Investments, Inc. 0 −100,00 0
2025-08-07 13F Samalin Investment Counsel, LLC 12 648 3,91 366 16,19
2025-08-08 13F Larson Financial Group LLC 165 556 −18,04 4 793 −8,36
2025-08-13 13F Ark & Tlk Investments, Llc 36 981 3,91 1 071 16,18
2025-07-22 13F Yoder Wealth Management, Inc. 65 518 −1,71 1 897 9,91
2025-07-29 13F Spectrum Investment Advisors, Inc. 289 467 6,89 8 380 19,53
2025-08-14 13F Kovitz Investment Group Partners, LLC 430 492 4,92 12 462 17,31
2025-07-29 13F Stratos Wealth Partners, LTD. 12 294 6,40 356 18,73
2025-07-03 13F Trinity Financial Advisors LLC 156 818 −21,72 4 540 −11,31
2025-08-14 13F/A Perritt Capital Management Inc 289 365 −0,13 8 377 11,68
2025-08-13 13F IAG Wealth Partners, LLC 162 232 3,20 4 697 15,41
2025-08-06 13F Founders Financial Securities Llc 699 313 3,39 20 245 15,80
2025-07-29 13F Aire Advisors, Llc 23 793 52,06 689 69,88
2025-08-04 13F Savvy Advisors, Inc. 21 007 33,10 608 49,02
2025-08-01 13F PCA Investment Advisory Services Inc. 236 097 7,00 6 835 19,66
2025-08-05 13F Bank Of Montreal /can/ 636 449 −0,85 18 425 10,87
2025-04-29 13F Mills Wealth Advisors LLC 0 −100,00 0
2025-08-07 13F Aegis Wealth Management LLC 140 248 0,00 3 631 0,00
2025-08-11 13F Wescott Financial Advisory Group, LLC 463 229 1,66 13 410 13,67
2025-08-14 13F Wells Fargo & Company/mn 9 608 52,44 278 70,55
2025-08-06 13F Commonwealth Equity Services, Llc 606 068 0,73 18 13,33
2025-08-07 13F Resources Investment Advisors, LLC. 926 209 8,42 26 814 21,23
2025-07-23 13F Woodside Wealth Management LLC 6 019 1,24 174 13,73
2025-08-12 13F AlphaCore Capital LLC 30 522 22,36 884 36,90
2025-08-14 13F Hurley Capital, LLC 4 159 14,70 120 29,03
2025-07-16 13F TCI Wealth Advisors, Inc. 1 509 084 10,43 43 688 23,48
2025-07-23 13F Colony Family Offices, LLC 712 989 32,15 20 641 47,77
2025-08-13 13F Beacon Pointe Advisors, LLC 79 664 2,01 2 306 14,10
2025-08-14 13F Mariner, LLC 3 777 597 0,35 109 361 12,21
2025-07-30 13F Blume Capital Management, Inc. 8 354 0,00 242 11,57
2025-07-29 13F Graver Capital Management, LLC 227 154 7,45 6 576 20,15
2025-07-10 13F Wedmont Private Capital 11 075 0,00 321 17,15
2025-08-12 13F CIBC Private Wealth Group, LLC 0 −100,00 0
2025-08-13 13F Summit Wealth Group Llc / Co 60 262 1 745
2025-05-12 13F Cahill Wealth Management, LLC 62 651 6,45 1 622 8,64
2025-07-22 13F Wealthcare Capital Management Llc 0 −100,00 0
2025-07-28 13F Heritage Wealth Management, Inc. /CA/ 76 067 2,83 2 202 14,99
2025-08-07 13F Prudent Man Investment Management, Inc. 125 008 −0,23 3 171 −0,22
2025-07-24 13F CarsonAllaria Wealth Management, Ltd. 26 399 −1,02 764 10,72
2025-08-11 13F Root Financial Partners, LLC 1 971 067 −5,18 57 062 6,03
2025-07-24 13F Eastern Bank 222 0,00 6 20,00
2025-08-13 13F Transce3nd, LLC 136 0,00 4 0,00
2025-07-25 13F PrairieView Partners, LLC 71 750 24,82 2 100,00
2025-08-13 13F Integrity Investment Advisors, LLC 9 747 −7,65 282 3,30
2025-08-11 13F Dorsey & Whitney Trust CO LLC 13 150 8,69 381 21,41
2025-07-11 13F Prosperity Planning, Inc. 14 420 −1,49 417 10,32
2025-07-17 13F Oceanside Advisors LLC 222 257 1,94 6 434 14,00
2025-07-25 13F Concord Wealth Partners 8 276 291,30 240 342,59
2025-08-06 13F Spurstone Advisory Services, LLC 96 0,00 3 0,00
2025-07-15 13F Fort Henry Capital, LLC 178 036 1,64 5 154 13,65
2025-07-29 13F Private Trust Co Na 22 093 −3,28 640 8,12
2025-07-28 13F BRYN MAWR TRUST Co 577 17
2025-07-17 13F Lauterbach Financial Advisors, LLC 29 757 14,13 861 27,56
2025-08-14 13F Cardiff Park Advisors, Llc 62 983 10,45 1 823 23,51
2025-08-14 13F Acorn Wealth Advisors, LLC 17 918 33,32 519 49,28
2025-07-14 13F Foster Group, Inc. 3 613 675 0,20 104 616 12,05
2025-08-14 13F/A Rockefeller Capital Management L.P. 18 128 0,21 525 11,97
2025-08-05 13F Mission Wealth Management, Lp 911 962 −2,73 26 401 8,77
2025-08-08 13F Tanglewood Legacy Advisors, LLC 9 659 0,00 280 11,60
2025-08-04 13F Capital Performance Advisors Llp 14 371 15,47 416 29,19
2025-08-12 13F Change Path, LLC 83 471 −3,61 2 416 7,76
2025-07-07 13F Versant Capital Management, Inc 79 108 −0,02 2 290 11,82
2025-08-11 13F Principal Securities, Inc. 15 085 −36,75 437 −27,93
2025-07-23 13F Abel Hall, LLC 15 557 −0,22 450 11,66
2025-08-14 13F Citadel Advisors Llc 796 983 23 073
2025-05-15 13F/A Orion Portfolio Solutions, LLC 21 178 −42,21 548 −41,01
2025-08-05 13F Burney Co/ 28 844 228,67 835 267,84
2025-08-13 13F Russell Investments Group, Ltd. 175 5
2025-08-11 13F Avantax Planning Partners, Inc. 506 684 78,28 14 669 99,35
2025-05-16 13F Coppell Advisory Solutions LLC 0 −100,00 0
2025-08-05 13F Lifeworks Advisors, LLC 20 864 15,38 604 29,06
2025-07-22 13F Merit Financial Group, LLC 12 200 353
2025-08-07 13F Efficient Advisors, LLC 476 585 1,07 13 797 13,02
2025-08-04 13F Live Oak Private Wealth LLC 34 234 291,47 991 338,50
2025-08-12 13F Coldstream Capital Management Inc 2 561 130 74 145
2025-08-14 13F Peapack Gladstone Financial Corp 59 420 −9,17 2 0,00
2025-07-07 13F Kings Path Partners LLC 81 2
2025-08-01 13F Fort Vancouver Investment Management, LLC 19 028 −0,95 551 10,66
2025-07-14 13F Painted Porch Advisors LLC 320 0,00 9 12,50
2025-07-11 13F Sprinkle Financial Consultants LLC 32 488 −14,09 941 −3,98
2025-07-21 13F West Financial Advisors, LLC 982 286 3,03 28 437 15,21
2025-08-13 13F Vance Wealth, Inc. 66 985 −26,94 1 939 −18,29
2025-08-14 13F Federation des caisses Desjardins du Quebec 16 200 0,00 469 11,69
2025-08-14 13F Smartleaf Asset Management LLC 2 266 −7,55 65 3,17
2025-08-14 13F Balanced Rock Investment Advisor 18 625 25,99 539 41,10
2025-07-15 13F Highland Financial Advisors, LLC 25 509 0,14 738 11,99
2025-07-17 13F SC&H Financial Advisors, Inc. 378 081 −0,38 10 945 11,39
2025-08-06 13F Rialto Wealth Management, LLC 1 334 0,00 39 11,76
2025-08-14 13F DecisionPoint Financial, LLC 266 563 25,01 7 736 40,13
2025-04-22 13F Rappaport Reiches Capital Management, LLC 225 808 6,11 5 846 8,30
2025-07-11 13F Scratch Capital Llc 6 932 −30,92 201 −22,78
2025-08-01 13F Clark Asset Management, LLC 0 −100,00 0
2025-08-01 13F Bessemer Group Inc 521 0
2025-08-05 13F Beckerman Institutional, LLC 56 577 10,05 2 0,00
2025-08-11 13F Private Advisor Group, LLC 467 152 17,08 13 524 30,92
2025-07-22 13F Sutton Place Investors Llc 181 273 1,71 5 248 13,72
2025-07-24 13F Ronald Blue Trust, Inc. 106 812 3,01 3 092 15,20
2025-08-11 13F Keyes, Stange & Wooten Wealth Management, LLC 391 008 1,82 11 320 13,85
2025-07-21 13F/A Abacus Planning Group, Inc. 13 875 0,95 402 12,96
2025-08-06 13F Legacy Wealth Managment, LLC/ID 0 −100,00 0
2025-08-11 13F Atlantic Private Wealth, LLC 1 412 41
2025-07-09 13F Krilogy Financial LLC 37 664 5,37 1 090 17,84
2025-08-04 13F Ledyard National Bank 999 184 1,20 28 926 13,16
2025-08-11 13F Synergy Investment Management, LLC 0 −100,00 0
2025-08-14 13F CoreCap Advisors, LLC 6 0,00 0
2025-07-28 13F Private Wealth Asset Management, LLC 296 0,00 9 14,29
2025-08-11 13F Anfield Capital Management, LLC 739 0,00 21 10,53
2025-07-11 13F Colorado Capital Management, Inc. 231 239 11,68 7 20,00
2025-08-12 13F DiMeo Schneider & Associates, L.L.C. 0 −100,00 0
2025-08-12 13F Argent Trust Co 9 793 284
2025-07-16 13F Tru Independence Asset Management 2, Llc 52 817 −22,15 1 529 −12,93
2025-08-29 NP MBXAX - Catalyst/Millburn Hedge Strategy Fund Class A 1 697 608 −13,57 49 146 −3,35
2025-08-13 13F Townsquare Capital Llc 0 −100,00 0
2025-08-13 13F Flow Traders U.s. Llc 438 329 13
2025-07-16 13F Signature Resources Capital Management, LLC 17 734 −4,09 513 7,32
2025-08-07 13F Allworth Financial LP 109 184 13,18 3 161 26,55
2025-07-30 13F Jackson Thornton Asset Management, Llc 238 844 −0,63 6 931 15,63
2025-08-07 13F Pinnacle Wealth Management Advisory Group, LLC 216 573 3,46 6 270 15,69
2025-07-14 13F Parkshore Wealth Management, Inc. 151 054 8,76 4 373 21,64
2025-08-08 13F Creative Planning 1 535 545 −2,59 44 454 8,93
2025-08-13 13F Banco de Sabadell, S.A 1 058 0
2025-07-10 13F Moody National Bank Trust Division 106 932 9,72 3 096 22,67
2025-07-03 13F Fiduciary Financial Group, Llc 632 947 6,39 18 368 28,05
2025-07-18 13F Parkwoods Wealth Partners, LLC 84 471 9,08 2 445 22,01
2025-07-17 13F Vermillion Wealth Management, Inc. 156 995 12,76 4 545 26,11
2025-07-25 13F Ellis Investment Partners, LLC 24 992 1,40 724 13,32
2025-07-31 13F Buckingham Strategic Partners 963 671 34,69 27 897 50,59
2025-07-24 13F Wealth Advisors Northwest LLC 39 920 6,96 1 156 19,57
2025-07-17 13F Heritage Investment Group, Inc. 71 408 415,77 2 067 477,37
2025-08-13 13F M Holdings Securities, Inc. 21 492 1
2025-08-14 13F UBS Group AG 6 126 711 −0,14 177 368 11,67
2025-08-11 13F NewEdge Wealth, LLC 11 390 339
2025-08-04 13F IFG Advisory, LLC 19 864 12,91 575 26,37
2025-08-04 13F Hutchinson Capital Management/ca 74 564 10,13 2 159 23,17
2025-08-14 13F Sei Investments Co 26 378 764
2025-08-11 13F Cascade Wealth Advisors, Inc 24 721 735
2025-08-07 13F Tillman Hartley LLC 101 781 0,43 2 947 12,31
2025-08-14 13F LaSalle St. Investment Advisors, LLC 68 597 10,25 2 0,00
2025-08-06 13F North Capital, Inc. 133 166 0,24 3 855 12,10
2025-08-12 13F Martin Worley Group 173 904 18,90 5 035 32,96
2025-05-09 13F MGB Wealth Management, LLC 0 −100,00 0
2025-08-07 13F Parkside Financial Bank & Trust 2 225 0,14 64 12,28
2025-07-17 13F Willow Creek Wealth Management Inc. 189 931 5,11 5 499 17,53
2025-08-14 13F Integrated Wealth Concepts LLC 374 342 1,38 10 837 13,37
2025-07-28 13F Frazier Financial Advisors, LLC 129 0,78 4 0,00
2025-04-23 13F Retirement Guys Formula Llc 0 −100,00 0
2025-08-12 13F Legacy Financial Group, Inc. 213 154 −4,34 6 171 6,97
2025-08-14 13F Fmr Llc 9 522 057 −10,34 275 664 0,26
2025-07-11 13F Kingstone Capital Partners Texas, LLC 110 880 3
2025-07-10 13F Fortress Wealth Management, Inc. 22 827 29,65 661 45,05
2025-08-08 13F Hartland & Co., LLC 669 377 0,34 19 378 12,20
2025-07-23 13F Pure Portfolios Holdings Llc 181 127 4,42 5 244 16,77
2025-07-29 13F Level Wealth Management LLC 27 404 −0,43 793 11,38
2025-07-24 13F Vantage Point Financial LLC 47 841 0,49 1 385 12,34
2025-07-25 13F Ruedi Wealth Management, Inc. 14 778 −3,25 428 8,10
2025-08-14 13F Synovus Financial Corp 19 853 33,11 575 48,70
2025-08-13 13F Daner Wealth Management, LLC 117 722 −5,06 3 538 10,22
2025-07-28 13F Morris Financial Concepts, Inc. 44 810 42,19 1 297 59,14
2025-07-15 13F Evanson Asset Management, LLC 68 778 −11,02 1 991 −0,50
2025-08-11 13F CFS Investment Advisory Services, LLC 427 571 0,91 12 20,00
2025-05-02 13F Cable Hill Partners, LLC 2 519 591 2,30 65 484 4,80
2025-08-04 13F Linscomb & Williams, Inc. 110 511 4,99 3 199 17,39
2025-08-14 13F/A Skopos Labs, Inc. 218 6
2025-08-05 13F Allodium Investment Consultants, LLC 292 656 7,38 8 472 20,09
2025-08-12 13F Steward Partners Investment Advisory, Llc 200 100,00 6 150,00
2025-04-15 13F Simplicity Wealth,LLC 0 −100,00 0
2025-07-11 13F Quad-Cities Investment Group, LLC 72 019 19,99 2 085 34,19
2025-07-21 13F Ameritas Advisory Services, LLC 14 982 −48,84 434 −42,27
2025-08-14 13F GWM Advisors LLC 15 615 −10,29 452 0,44
2025-07-28 13F Baker Boyer National Bank 92 586 −2,43 2 680 9,12
2025-05-07 13F WMS Partners, LLC 0 −100,00 0
2025-08-14 13F Clarity Capital Advisors, LLC 66 125 1,80 1 914 13,86
2025-08-14 13F Susquehanna International Group, Llp 0 −100,00 0
2025-07-14 13F Infinity Wealth Counsel, LLC 14 966 0,67 433 12,76
2025-09-12 13F/A Valeo Financial Advisors, LLC 20 781 −14,89 602 −4,91
2025-08-11 13F Pinnacle Financial Group, LLC / IL 73 166 0,59 2 118 12,48
2025-08-13 13F Rsm Us Wealth Management Llc 21 486 622
2025-05-12 13F Empirical Asset Management, LLC 0 −100,00 0
2025-07-09 13F Dynamic Advisor Solutions LLC 534 959 −3,70 15 487 7,68
2025-07-31 13F Wealthfront Advisers Llc 39 490 25,23 1 143 40,07
2025-07-29 13F Sincerus Advisory, LLC 11 557 1,37 344 16,61
2025-07-10 13F Waypoint Wealth Partners Inc. 69 063 −10,36 1 999 0,25
2025-08-08 13F Cetera Investment Advisers 310 200 96,56 8 980 119,83
2025-08-04 13F Waterfront Wealth Inc. 96 748 1,42 2 801 13,41
2025-08-15 13F Captrust Financial Advisors 283 313 0,37 8 202 12,22
2025-08-14 13F McIlrath & Eck, LLC 96 0,00 3 0,00
2025-08-12 13F BWM Planning, LLC 384 965 −0,48 11 145 11,28
2025-08-14 13F Ancora Advisors, LLC 974 314,47 28 366,67
2025-08-14 13F Stifel Financial Corp 87 420 −17,76 2 531 −8,03
2025-07-24 13F Riverchase Wealth Management, Llc 7 501 217
2025-07-11 13F Great Waters Wealth Management 354 067 −5,75 10 250 5,39
2025-08-01 13F Gwn Securities Inc. 17 692 −0,84 512 11,06
2025-08-14 13F Envision Financial Planning, LLC 471 205 −6,06 13 641 5,05
2025-05-02 13F BlackRock, Inc. 0 −100,00 0
2025-08-07 13F PFG Advisors 153 264 6,67 4 437 19,28
2025-08-13 13F Annandale Capital, LLC 665 118 5,28 19 18,75
2025-05-09 13F Beta Wealth Group, Inc. 0 −100,00 0
2025-07-17 13F Poinciana Advisors Group, Llc 9 284 18,30 269 32,02
2025-07-29 13F Arista Wealth Management, LLC 601 025 2,86 17 400 15,01
2025-08-04 13F Atria Investments Llc 250 815 −0,38 7 261 11,40
2025-08-12 13F Lionshead Wealth Management, LLC 9 171 6,61 266 19,37
2025-08-14 13F Navigoe, LLC 131 563 10,55 4 0,00
2025-07-10 13F Pacific Asset Management, LLC 42 788 −1,11 1 239 10,54
2025-07-31 13F Curio Wealth, Llc 177 328 53 963,41 5 134 5,38
2025-08-04 13F Retirement Systems of Alabama 12 668 769 0,00 366 761 11,82
2025-08-14 13F Hrt Financial Lp 0 −100,00 0
2025-08-08 13F Capital Investment Advisory Services, LLC 46 835 4,22 1 356 16,51
2025-07-08 13F Zrc Wealth Management, Llc 3 909 −89,46 113 −88,22
2025-08-13 13F Wealthquest Corp 396 590 6,21 11 481 18,76
2025-07-25 13F Concord Asset Management, LLC/VA 8 276 240
2025-07-10 13F Cypress Point Wealth Management, LLC 39 429 0,08 1 141 11,86
2025-07-09 13F Emprise Bank 97 414 1 052,83 2 820 1 193,58
2025-08-14 13F Sterling Wealth Management, Inc. 411 212 5,94 11 905 20,89
2025-08-13 13F Johnson Financial Group, Inc. 408 12
2025-08-12 13F O'shaughnessy Asset Management, Llc 13 952 −2,90 404 8,63
2025-04-09 13F Archer Investment Management, LLC 0 −100,00 0
2025-08-19 13F Asset Dedication, LLC 7 487 142,93 217 173,42
2025-08-06 13F Garrison Point Advisors, Llc 15 134 25,32 438 40,38
2025-08-11 13F Diversified Portfolios, Inc. 734 397 4,00 21 261 16,30
2025-07-17 13F Dopkins Wealth Management, Llc 74 660 −1,00 2 161 10,71
2025-08-14 13F Premier Financial Group 2 0
2025-07-11 13F Quantum Financial Advisors, LLC 255 997 −0,59 7 411 11,16
2025-07-22 13F Aquire Wealth Advisors, LLC 1 094 058 −12,88 31 673 −2,58
2025-07-16 13F West Branch Capital LLC 125 0,00 4 0,00
2025-07-16 13F Moisand Fitzgerald Tamayo, LLC 606 532 −0,28 17 559 11,51
2025-07-23 13F Prime Capital Investment Advisors, LLC 879 739 −4,14 25 468 7,19
2025-07-24 13F Grand Wealth Management, Llc 1 590 46
2025-07-31 13F Washington Trust Advisors, Inc. 3 696 −22,52 107 −13,82
2025-08-13 13F Brown Advisory Inc 0 −100,00 0
2025-07-09 13F Lincoln Capital Corp 88 057 3,06 2 549 15,24
2025-08-04 13F Arkadios Wealth Advisors 50 071 8,27 1 450 21,05
2025-08-07 13F Factory Mutual Insurance Co 3 086 900 0,00 89 366 11,82
2025-07-18 13F Tanager Wealth Management LLP 22 347 −6,67 647 4,36
2025-08-06 13F Valued Wealth Advisors LLC 73 471 19,29 2 127 33,38
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