Grundläggande statistik
| Institutionella ägare | 261 total, 261 long only, 0 short only, 0 long/short - change of 5,65% MRQ |
| Genomsnittlig portföljallokering | 0.6739 % - change of −12,76% MRQ |
| Institutionella aktier (lång) | 47 289 396 (ex 13D/G) - change of 4,52MM shares 10,58% MRQ |
| Institutionellt värde (lång) | $ 1 080 032 USD ($1000) |
Institutionellt ägande och aktieägare
Dimensional ETF Trust - Dimensional US Real Estate ETF (US:DFAR) har 261 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 47,289,396 aktier. Största aktieägare inkluderar Colony Group, LLC, Vista Wealth Management Group, LLC, Prudential Financial Inc, HighTower Advisors, LLC, Elwood & Goetz Wealth Advisory Group, LLC, Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio, Beaird Harris Wealth Management, LLC, RAM Investment Partners, LLC, Moisand Fitzgerald Tamayo, LLC, and Root Financial Partners, LLC .
Dimensional ETF Trust - Dimensional US Real Estate ETF (ARCA:DFAR) 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 24,02 / share. Previously, on September 16, 2024, the share price was 26,03 / share. This represents a decline of 7,72% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-30 | 13F | Drive Wealth Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Awm Capital, Llc | 211 043 | 113,67 | 4 951 | 110,95 | ||||
| 2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Melfa Wealth Management, Llc | 17 729 | 0,00 | 416 | −1,43 | ||||
| 2025-08-11 | 13F | VSM Wealth Advisory, LLC | 451 | 0,00 | 11 | 0,00 | ||||
| 2025-08-12 | 13F | Prudential Financial Inc | 2 489 800 | 6,27 | 58 411 | 4,89 | ||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Integrity Financial Corp /WA | 49 | 0,00 | 1 | 0,00 | ||||
| 2025-07-17 | 13F | Applied Capital LLC | 82 444 | 5,03 | 1 934 | 3,70 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 21 900 | 79,70 | 521 | 83,75 | ||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 80 038 | 0,66 | 1 882 | −0,42 | ||||
| 2025-05-14 | 13F | Jane Street Group, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Gradient Capital Advisors, LLC | 197 705 | 3,64 | 4 638 | 2,29 | ||||
| 2025-07-28 | 13F | RCS Financial Planning, LLC | 71 146 | −11,09 | 1 669 | −12,25 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 76 833 | −0,45 | 1 803 | −1,74 | ||||
| 2025-07-14 | 13F | Maryland Capital Advisors Inc. | 146 202 | 2,85 | 3 430 | 1,51 | ||||
| 2025-07-15 | 13F | Bannerman Wealth Management Group, Llc | 125 340 | 2,32 | 2 940 | 1,00 | ||||
| 2025-07-23 | 13F | Pillar Financial Advisors, LLC | 228 414 | 2,86 | 5 359 | 1,52 | ||||
| 2025-08-01 | 13F | Heritage Wealth Management, Inc./Texas | 12 195 | −18,34 | 286 | −19,21 | ||||
| 2025-07-18 | 13F | BCU Wealth Advisors, LLC | 137 900 | 13,31 | 3 235 | 11,86 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 90 | 0,00 | 2 | 0,00 | ||||
| 2025-07-10 | 13F | Strathmore Capital Advisors, Inc. | 113 883 | 7,49 | 2 667 | 8,19 | ||||
| 2025-07-22 | 13F | DBK Financial Counsel, LLC | 30 270 | −0,14 | 710 | −1,39 | ||||
| 2025-07-17 | 13F | Dopkins Wealth Management, Llc | 9 628 | −2,27 | 226 | −3,85 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 7 | 0 | ||||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 12 427 | 0,00 | 292 | −1,36 | ||||
| 2025-07-29 | 13F | Flagstone Financial Management | 21 166 | 0,00 | 497 | −1,39 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 15 656 | −62,58 | 367 | −63,08 | ||||
| 2025-07-11 | 13F | Andrews, Lucia Wealth Management Llc | 67 867 | 1,75 | 1 592 | 2,58 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 9 545 | 43,62 | 224 | 42,04 | ||||
| 2025-08-05 | 13F | Bridgewater Advisors Inc. | 560 675 | 3,92 | 13 378 | 7,11 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 54 523 | −36,69 | 1 279 | −37,52 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 5 707 | 22,86 | 134 | 20,91 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 12 013 | 4,52 | 282 | 2,93 | ||||
| 2025-07-28 | 13F | Sterling Financial Planning, Inc. | 46 375 | 5,07 | 1 088 | 3,62 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 393 673 | 28,62 | 9 236 | 26,94 | ||||
| 2025-07-16 | 13F | Jentner Corp | 15 558 | −13,90 | 365 | −15,15 | ||||
| 2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Redwood Park Advisors LLC | 30 427 | 14,50 | 714 | 13,00 | ||||
| 2025-07-31 | 13F | Dodds Wealth, LLC | 10 315 | 0,00 | 242 | −1,63 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 2 140 208 | −15,94 | 50 209 | −17,03 | ||||
| 2025-08-14 | 13F | Essential Planning, LLC. | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 199 596 | 2,29 | 4 806 | 4,91 | ||||
| 2025-07-14 | 13F | Financial Harvest, LLC | 223 532 | 5 244 | ||||||
| 2025-07-17 | 13F | XY Planning Network, Inc. | 9 073 | 213 | ||||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 623 570 | 22,08 | 14 629 | 20,48 | ||||
| 2025-08-06 | 13F | Aspect Partners, LLC | 4 925 | 0,00 | 116 | −1,71 | ||||
| 2025-08-12 | 13F | Tableaux Llc | 11 011 | 321 | ||||||
| 2025-07-11 | 13F/A | Umb Bank N A/mo | 7 154 | 0,00 | 168 | −1,76 | ||||
| 2025-07-18 | 13F | Arcadia Wealth Management, LLC | 63 367 | 9,24 | 1 487 | 7,84 | ||||
| 2025-07-17 | 13F | Oakworth Capital, Inc. | 1 663 | 0,00 | 39 | 0,00 | ||||
| 2025-08-14 | 13F | Clg Llc | 17 746 | 0,00 | 416 | −1,19 | ||||
| 2025-08-14 | 13F | Monograph Wealth Advisors, Llc | 28 386 | −8,39 | 666 | −9,65 | ||||
| 2025-07-22 | 13F | SOL Capital Management CO | 17 540 | −13,47 | 0 | |||||
| 2025-07-15 | 13F | Great Oak Capital Partners, Llc | 874 413 | 6,76 | 20 566 | 10,82 | ||||
| 2025-07-29 | 13F | Fundamentun, Llc | 22 687 | 532 | ||||||
| 2025-04-17 | 13F | Vista Wealth Management Group, LLC | 3 131 148 | 3,63 | 74 427 | 5,86 | ||||
| 2025-07-16 | 13F | Builder Investment Group Inc /adv | 93 474 | 18,57 | 2 193 | 17,03 | ||||
| 2025-07-31 | 13F | Orion Capital Management LLC | 718 | −12,76 | 17 | −15,79 | ||||
| 2025-08-12 | 13F | Rather & Kittrell, Inc. | 864 776 | 1,01 | 20 288 | −0,31 | ||||
| 2025-07-29 | 13F | AssuredPartners Investment Advisors, LLC | 39 231 | 3,18 | 920 | 1,88 | ||||
| 2025-07-17 | 13F | Porter White Investment Advisors, Inc. | 42 442 | 0,36 | 996 | −1,00 | ||||
| 2025-07-22 | 13F | Yoder Wealth Management, Inc. | 17 887 | 6,50 | 420 | 5,01 | ||||
| 2025-07-23 | 13F | Asset Planning Corporation | 216 916 | 0,03 | 5 089 | −1,28 | ||||
| 2025-07-18 | 13F | Magnolia Private Wealth, LLC | 12 908 | 0,00 | 303 | −1,31 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 8 799 | 206 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 134 329 | −10,74 | 3 151 | −11,91 | ||||
| 2025-07-15 | 13F | Maseco Llp | 4 296 | 101 | ||||||
| 2025-08-12 | 13F | Burk Holdings LLC | 93 741 | 40,68 | 2 199 | 38,91 | ||||
| 2025-08-14 | 13F | DecisionPoint Financial, LLC | 242 945 | 26,68 | 5 731 | 25,73 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 76 219 | 1 788 | ||||||
| 2025-07-18 | 13F | Citrine Capital LLC | 156 695 | −3,54 | 3 676 | −4,79 | ||||
| 2025-07-31 | 13F | Core Wealth Management, Inc. | 457 903 | 2,22 | 10 742 | 0,88 | ||||
| 2025-07-17 | 13F | Elwood & Goetz Wealth Advisory Group, LLC | 2 073 367 | 2,94 | 48 641 | 1,60 | ||||
| 2025-07-17 | 13F | Northwest Wealth Management, Llc | 15 761 | −6,89 | 370 | −8,21 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 1 697 | 0,00 | 40 | −2,50 | ||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 4 552 | 0,00 | 107 | −1,85 | ||||
| 2025-07-21 | 13F | Onyx Financial Advisors, LLC | 321 767 | 0,68 | 7 549 | −0,63 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 178 373 | −54,53 | 4 | −55,56 | ||||
| 2025-07-11 | 13F | Rockwood Wealth Management, LLC | 183 985 | −7,18 | 4 316 | −8,38 | ||||
| 2025-08-11 | 13F | Root Financial Partners, LLC | 1 054 361 | −5,09 | 24 735 | −6,32 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 131 176 | 33,58 | 3 077 | 41,41 | ||||
| 2025-08-01 | 13F | SwitchPoint Financial Planning, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Blume Capital Management, Inc. | 4 361 | 0,00 | 102 | −0,97 | ||||
| 2025-08-11 | 13F | Wescott Financial Advisory Group, LLC | 10 439 | 0,00 | 245 | −1,61 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 25 135 | −0,05 | 589 | −1,51 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 1 990 | 0,61 | 47 | −2,13 | ||||
| 2025-08-07 | 13F | Lakeridge Wealth Management LLC | 29 745 | −1,58 | 698 | −2,92 | ||||
| 2025-07-16 | 13F | TCI Wealth Advisors, Inc. | 13 280 | 0,28 | 312 | −0,96 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 189 278 | 91,55 | 4 440 | 89,10 | ||||
| 2025-07-28 | 13F | Heritage Wealth Management, Inc. /CA/ | 38 171 | 3,77 | 896 | 2,40 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 2 140 | 0,00 | 50 | 0,00 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 504 | −21,13 | 12 | −26,67 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 368 959 | 3,06 | 8 656 | 1,70 | ||||
| 2025-08-06 | 13F | Stokes Family Office, LLC | 252 913 | 0,17 | 5 933 | −1,13 | ||||
| 2025-04-09 | 13F | RFG Advisory, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 267 811 | −1,87 | 6 283 | −3,16 | ||||
| 2025-07-14 | 13F | Foster Group, Inc. | 8 806 | 0,00 | 207 | −1,44 | ||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 185 618 | 4 355 | ||||||
| 2025-07-25 | 13F | Hemington Wealth Management | 448 161 | −5,82 | 11 | −9,09 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 49 879 | 1 170 | ||||||
| 2025-05-15 | 13F | Tower Research Capital LLC (TRC) | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | LRI Investments, LLC | 148 232 | 174,13 | 3 478 | 170,58 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 42 117 | 988 | ||||||
| 2025-07-17 | 13F | Claris Advisors, Llc / Mo / | 8 713 | −2,41 | 204 | −3,77 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 2 | |||||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Comerica Bank | 1 178 | 0,00 | 28 | −3,57 | ||||
| 2025-08-14 | 13F | Crestmont Private Wealth LLC | 329 294 | −2,53 | 7 725 | −3,80 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 15 109 | 0,29 | 354 | −1,12 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 2 314 | −38,85 | 54 | −40,45 | ||||
| 2025-08-13 | 13F | United Wealth Management, LLC | 484 195 | 0,92 | 11 359 | −0,39 | ||||
| 2025-07-10 | 13F | Hurlow Wealth Management Group, Inc. | 20 479 | 480 | ||||||
| 2025-08-04 | 13F | Arcadia Wealth Management, Inc. | 158 193 | 4,43 | 3 711 | 3,08 | ||||
| 2025-07-30 | 13F | Bayshore Asset Management, Llc | 11 831 | 278 | ||||||
| 2025-08-11 | 13F | Foundation Wealth Management, LLC\PA | 11 311 | −32,23 | 265 | −33,08 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Sprinkle Financial Consultants LLC | 35 653 | 13,23 | 836 | 11,76 | ||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 485 277 | −1,59 | 11 385 | −2,87 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 12 101 | 284 | ||||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 102 216 | −19,43 | 2 398 | −20,50 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 23 017 | 540 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 0 | −100,00 | 0 | ||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 1 366 | 0,00 | 32 | 0,00 | ||||
| 2025-07-16 | 13F | Strategic Investment Solutions, Inc. /IL | 49 676 | −53,84 | 1 165 | −54,60 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 11 720 | −2,15 | 275 | −3,52 | ||||
| 2025-08-12 | 13F | Forum Private Client Group LLC | 49 475 | −8,11 | 1 161 | −9,30 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 9 600 | −64,71 | 225 | −65,17 | |||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 37 163 | −60,66 | 872 | −61,20 | ||||
| 2025-07-28 | 13F | Eq Wealth Advisors, Llc | 3 790 | −23,74 | 89 | −25,42 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 3 586 771 | 712,30 | 84 146 | 701,76 | ||||
| 2025-07-17 | 13F | Oceanside Advisors LLC | 204 474 | 2,63 | 4 797 | 1,29 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 60 528 | 1,31 | 1 420 | −0,07 | ||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 28 427 | 1,81 | 676 | 4,01 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 241 524 | 31,01 | 5 666 | 29,30 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 11 619 | 273 | ||||||
| 2025-07-02 | 13F | Helen Stephens Group, LLC | 336 590 | −1,90 | 7 896 | −3,18 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 1 | 0 | ||||||
| 2025-07-24 | 13F | CarsonAllaria Wealth Management, Ltd. | 99 566 | −16,39 | 2 336 | −17,49 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 45 | 0,00 | 1 | 0,00 | ||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 238 937 | −14,18 | 5 505 | −14,58 | ||||
| 2025-08-07 | 13F | Aegis Wealth Management LLC | 51 737 | 0,00 | 1 230 | 0,00 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 10 354 | 243 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 113 168 | 17,29 | 3 | 0,00 | ||||
| 2025-07-30 | 13F | Clune & Associates, Ltd. | 49 289 | 9,01 | 1 156 | 7,64 | ||||
| 2025-07-23 | 13F | Austin Asset Management Co Inc | 22 600 | 0,00 | 530 | −1,30 | ||||
| 2025-07-31 | 13F | Kathleen S. Wright Associates Inc. | 2 335 | 117,21 | 55 | 116,00 | ||||
| 2025-08-06 | 13F | Entrewealth, Llc | 35 400 | −37,35 | 830 | −38,20 | ||||
| 2025-08-08 | 13F | Pinney & Scofield, Inc. | 281 747 | 9,55 | 6 610 | 8,11 | ||||
| 2025-07-29 | 13F | Aspiriant, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Red Lighthouse Investment Management, Llc | 46 180 | 1 083 | ||||||
| 2025-08-01 | 13F | Bessemer Group Inc | 362 | 0 | ||||||
| 2025-08-08 | 13F | RAM Investment Partners, LLC | 1 266 475 | 3,84 | 29 711 | 2,48 | ||||
| 2025-07-16 | 13F | Squire Investment Management Company, LLC | 87 446 | 9,31 | 2 051 | 7,89 | ||||
| 2025-07-28 | 13F | Wealthspan Partners, Llc | 14 771 | 10,38 | 347 | 8,81 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 195 714 | 11,39 | 4 591 | 9,94 | ||||
| 2025-08-11 | 13F | Anfield Capital Management, LLC | 278 | 0,00 | 7 | 0,00 | ||||
| 2025-08-13 | 13F | Quadrature Capital Ltd | 22 490 | 528 | ||||||
| 2025-08-05 | 13F | WorthPointe, LLC | 21 097 | 0,00 | 495 | −1,40 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 65 977 | −5,09 | 1 548 | −2,89 | ||||
| 2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 22 025 | −13,54 | 517 | −14,71 | ||||
| 2025-07-17 | 13F | Sterling Wealth Advisors Inc | 58 175 | −12,63 | 1 368 | −13,53 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 47 665 | 0,02 | 1 118 | −1,24 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 637 | −79,33 | 15 | −80,82 | ||||
| 2025-07-22 | 13F | Firethorn Wealth Partners, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | First Financial Group Corp | 61 456 | 11,49 | 1 442 | 10,00 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 34 019 | 1,01 | 798 | −0,25 | ||||
| 2025-08-13 | 13F | Elios Financial Group Inc. | 192 487 | −2,26 | 4 516 | −3,55 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 1 662 | 39 | ||||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 12 443 | −10,72 | 292 | −12,08 | ||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 627 239 | 4,21 | 14 715 | 2,86 | ||||
| 2025-07-18 | 13F | PBMares Wealth Management LLC | 195 204 | −2,60 | 4 579 | −3,86 | ||||
| 2025-08-07 | 13F | Tillman Hartley LLC | 85 983 | −4,94 | 2 017 | −6,19 | ||||
| 2025-05-12 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-21 | 13F | Greenwood Capital Associates Llc | 13 838 | 48,38 | 325 | 46,61 | ||||
| 2025-07-16 | 13F | Signature Resources Capital Management, LLC | 1 266 | −96,78 | 30 | −96,90 | ||||
| 2025-07-17 | 13F | SC&H Financial Advisors, Inc. | 11 964 | −36,04 | 281 | −36,94 | ||||
| 2025-07-23 | 13F | Wealth Management Nebraska | 14 298 | 333 | ||||||
| 2025-07-29 | 13F | Chevy Chase Trust Holdings, Inc. | 9 953 | 0,00 | 233 | −1,27 | ||||
| 2025-08-14 | 13F | Aprio Wealth Management, LLC | 689 784 | 25,15 | 16 182 | 23,53 | ||||
| 2025-07-16 | 13F | Tru Independence Asset Management 2, Llc | 11 322 | −38,00 | 266 | −38,94 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 14 888 | −1,98 | 349 | −3,32 | ||||
| 2025-08-13 | 13F | Satovsky Asset Management Llc | 398 941 | 2,52 | 9 359 | 1,19 | ||||
| 2025-08-11 | 13F | WPWealth LLP | 49 343 | −19,25 | 1 158 | −20,32 | ||||
| 2025-07-03 | 13F | CPA Asset Management LLC | 14 068 | 13,21 | 330 | 11,86 | ||||
| 2025-05-12 | 13F | Fmr Llc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Legacy Capital Wealth Partners, LLC | 27 766 | 651 | ||||||
| 2025-04-24 | 13F | Monument Group Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 109 188 | 8,95 | 2 583 | 8,44 | ||||
| 2025-08-04 | 13F | Hutchinson Capital Management/ca | 9 968 | 0,00 | 234 | −1,27 | ||||
| 2025-05-15 | 13F | Citadel Advisors Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 501 427 | 204,19 | 11 763 | 200,23 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 27 172 | −71,20 | 637 | −71,61 | ||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 58 062 | −17,97 | 1 362 | −19,02 | ||||
| 2025-08-01 | 13F | JDH Wealth Management, LLC | 12 025 | −2,72 | 282 | −3,75 | ||||
| 2025-07-15 | 13F | SJS Investment Consulting Inc. | 7 | 0,00 | 0 | |||||
| 2025-08-14 | 13F | Cardiff Park Advisors, Llc | 21 979 | 82,79 | 516 | 80,70 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 583 | 0,00 | 14 | 0,00 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 127 870 | 2,33 | 3 000 | 0,98 | ||||
| 2025-08-08 | 13F | Sittner & Nelson, Llc | 2 259 | 94,57 | 53 | 92,59 | ||||
| 2025-07-29 | 13F | Straight Path Wealth Management | 224 558 | 8,76 | 5 268 | 7,36 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 226 | −95,93 | 5 | −96,21 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 132 994 | 0,92 | 3 120 | −0,38 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Fidato Wealth LLC | 461 044 | 7,37 | 10 816 | 5,97 | ||||
| 2025-07-16 | 13F | Vestia Personal Wealth Advisors | 65 497 | 8,65 | 1 536 | 7,26 | ||||
| 2025-07-28 | 13F | Frazier Financial Advisors, LLC | 5 914 | 0,00 | 139 | −1,43 | ||||
| 2025-08-12 | 13F | Legacy Financial Group, Inc. | 202 147 | 1,29 | 4 742 | −0,02 | ||||
| 2025-07-15 | 13F | Vannoy Advisory Group, Inc. | 253 852 | 2,09 | 5 955 | 0,76 | ||||
| 2025-07-24 | 13F | Wealth Advisors Northwest LLC | 24 600 | −41,21 | 577 | −41,95 | ||||
| 2025-08-12 | 13F | Vawter Financial, Ltd. | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Ritter Daniher Financial Advisory LLC / DE | 4 | 0 | ||||||
| 2025-07-10 | 13F | Weinberger Asset Management, Inc | 51 036 | 4,89 | 1 197 | 3,55 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 5 130 | 0,00 | 120 | −0,83 | ||||
| 2025-07-30 | 13F | Jackson Thornton Asset Management, Llc | 356 221 | 13,63 | 8 346 | 16,16 | ||||
| 2025-08-14 | 13F | Seneschal Advisors, LLC | 172 245 | 22,49 | 4 041 | 20,89 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Fonville Wealth Management LLC | 20 359 | −0,57 | 478 | −1,85 | ||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 1 788 642 | 3,25 | 41 962 | 1,91 | ||||
| 2025-07-25 | 13F | Ruedi Wealth Management, Inc. | 165 954 | −7,06 | 3 893 | −8,27 | ||||
| 2025-08-13 | 13F | American Investment Services, Inc. | 24 350 | −42,53 | 571 | −43,30 | ||||
| 2025-07-22 | 13F | Bay Harbor Wealth Management, LLC | 487 | 11 | ||||||
| 2025-08-05 | 13F | Allodium Investment Consultants, LLC | 9 759 | 229 | ||||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 153 | 4 | ||||||
| 2025-07-30 | 13F | Forum Financial Management, LP | 402 347 | −0,01 | 9 439 | −1,31 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 39 904 | 8,12 | 936 | 6,73 | ||||
| 2025-07-14 | 13F | Infinity Wealth Counsel, LLC | 38 483 | 4,08 | 903 | 2,73 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 395 881 | 2,14 | 9 287 | 0,80 | ||||
| 2025-08-07 | 13F | PFG Advisors | 87 469 | 6,77 | 2 052 | 5,39 | ||||
| 2025-07-07 | 13F | Global Wealth Strategies & Associates | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Pinnacle Financial Group, LLC / IL | 242 972 | 1,75 | 5 700 | 0,42 | ||||
| 2025-07-29 | 13F | BKD Wealth Advisors, LLC | 122 589 | −29,77 | 2 876 | −30,69 | ||||
| 2025-08-06 | 13F | Summit Wealth Group, LLC | 101 704 | 5,97 | 2 | 0,00 | ||||
| 2025-07-18 | 13F | Fmb Wealth Management | 70 626 | 32,33 | 1 657 | 30,60 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 15 822 | 371 | ||||||
| 2025-08-14 | 13F | Betterment LLC | 310 093 | 15,61 | 7 | 16,67 | ||||
| 2025-08-27 | NP | Advanced Series Trust - Ast Advanced Strategies Portfolio | 607 100 | 31,95 | 14 243 | 30,23 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 92 113 | −4,36 | 2 161 | −3,61 | ||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 157 166 | 3,99 | 3 687 | 2,64 | ||||
| 2025-07-24 | 13F | Vantage Point Financial LLC | 59 568 | 3,40 | 1 397 | 2,05 | ||||
| 2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 10 336 | −28,02 | 242 | −29,03 | ||||
| 2025-07-31 | 13F | Curio Wealth, Llc | 227 602 | 48 952,16 | 5 340 | 8,21 | ||||
| 2025-07-29 | 13F | Arista Wealth Management, LLC | 10 628 | −6,39 | 249 | −7,43 | ||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 4 215 | 0,00 | 99 | −2,00 | ||||
| 2025-08-11 | 13F | TAGStone Capital, Inc. | 44 941 | 25,32 | 1 035 | |||||
| 2025-08-06 | 13F | Savant Capital, LLC | 609 186 | −14,19 | 14 291 | −15,31 | ||||
| 2025-07-10 | 13F | Pacific Asset Management, LLC | 79 308 | 4,08 | 1 861 | 2,71 | ||||
| 2025-07-17 | 13F | Global Trust Asset Management, LLC | 9 514 | −10,78 | 223 | −11,86 | ||||
| 2025-07-31 | 13F | Warburton Capital Management, LLC | 80 069 | 24,62 | 2 | 0,00 | ||||
| 2025-08-05 | 13F | Integrity Wealth Solutions LLC | 163 458 | 10,07 | 3 835 | 8,61 | ||||
| 2025-08-13 | 13F | M Holdings Securities, Inc. | 37 748 | 1 | ||||||
| 2025-08-14 | 13F | Sei Investments Co | 22 502 | 528 | ||||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 310 | 133,08 | 7 | 133,33 | ||||
| 2025-07-15 | 13F | Accurate Wealth Management, LLC | 18 208 | 429 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 31 | 0,00 | 1 | |||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 1 | 0,00 | 0 | |||||
| 2025-07-30 | 13F | EnRich Financial Partners LLC | 12 140 | 0,00 | 285 | −1,39 | ||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 34 822 | −1,44 | 817 | −2,74 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Note Advisors, LLC | 78 045 | 24,24 | 1 831 | 22,57 | ||||
| 2025-07-17 | 13F | DiNuzzo Private Wealth, Inc. | 40 737 | −25,59 | 956 | −26,59 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 14 518 | 34,17 | 341 | 32,30 | ||||
| 2025-07-16 | 13F | Five Oceans Advisors | 22 447 | 6,64 | 527 | 5,20 | ||||
| 2025-08-12 | 13F | Wealth Dimensions Group, Ltd. | 513 347 | 7,37 | 12 043 | 5,98 | ||||
| 2025-07-17 | 13F | Willow Creek Wealth Management Inc. | 386 110 | 1,42 | 9 058 | 0,10 | ||||
| 2025-08-11 | 13F | Diversified Portfolios, Inc. | 48 225 | 19,40 | 1 131 | 17,81 | ||||
| 2025-07-18 | 13F | Bridge Generations Wealth Management Llc | 2 867 | 0,00 | 67 | −1,47 | ||||
| 2025-08-12 | 13F | JMG Financial Group, Ltd. | 64 510 | −1,16 | 1 513 | −2,45 | ||||
| 2025-07-24 | 13F | Grand Wealth Management, Llc | 156 559 | −1,63 | 3 673 | −2,93 | ||||
| 2025-08-08 | 13F | Austin Wealth Management, LLC | 103 463 | −52,68 | 2 392 | −52,27 | ||||
| 2025-07-16 | 13F | Moisand Fitzgerald Tamayo, LLC | 1 201 241 | 6,49 | 28 181 | 5,11 | ||||
| 2025-07-29 | 13F | Disciplined Investments, LLC | 130 756 | 12,73 | 3 068 | 11,24 | ||||
| 2025-08-07 | 13F | Timonier Family Office, LTD. | 341 888 | 10,65 | 8 021 | 9,20 | ||||
| 2025-07-23 | 13F | Elevate Wealth Advisory, Inc | 17 913 | 0,00 | 420 | −1,18 | ||||
| 2025-08-05 | 13F | Hutchens & Kramer Investment Management Group, LLC | 10 485 | −3,57 | 247 | −4,26 | ||||
| 2025-08-14 | 13F | Ariadne Wealth Management, LP | 70 141 | −4,44 | 1 630 | −5,67 | ||||
| 2025-07-30 | 13F | Dupree Financial Group, LLC | 14 821 | −3,18 | 348 | −4,41 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 37 967 | 2,58 | 891 | 1,25 | ||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 1 057 | 0,57 | 25 | 0,00 | ||||
| 2025-07-28 | 13F | Brown Financial Advisory | 166 368 | −64,42 | 3 903 | −64,89 | ||||
| 2025-08-08 | 13F | Creative Planning | 80 504 | −0,17 | 1 889 | −1,46 | ||||
| 2025-05-13 | 13F | Wells Fargo & Company/mn | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | SpringVest Wealth Management LLC | 20 392 | 2,80 | 478 | 1,49 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 172 471 | 14,23 | 4 046 | 12,76 | ||||
| 2025-08-27 | NP | Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio | 1 882 700 | 0,00 | 44 168 | −1,30 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 18 027 | −0,83 | 0 |
