Grundläggande statistik
Institutionella ägare | 503 total, 503 long only, 0 short only, 0 long/short - change of 5,23% MRQ |
Genomsnittlig portföljallokering | 2.1713 % - change of 2,83% MRQ |
Institutionella aktier (lång) | 141 056 006 (ex 13D/G) - change of 15,67MM shares 12,49% MRQ |
Institutionellt värde (lång) | $ 5 682 655 USD ($1000) |
Institutionellt ägande och aktieägare
Dimensional ETF Trust - Dimensional US Core Equity Market ETF (US:DFAU) har 503 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 141,056,006 aktier. Största aktieägare inkluderar Sequoia Financial Advisors, LLC, RVW Wealth, LLC, Allworth Financial LP, Resources Investment Advisors, LLC., Modera Wealth Management, LLC, Aquire Wealth Advisors, LLC, Blankinship & Foster, LLC, Abacus Planning Group, Inc., Kooman & Associates, and AE Wealth Management LLC .
Dimensional ETF Trust - Dimensional US Core Equity Market ETF (ARCA:DFAU) 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 19, 2025 is 45,77 / share. Previously, on September 23, 2024, the share price was 39,34 / share. This represents an increase of 16,34% 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.
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Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-07-25 | 13F | LRI Investments, LLC | 53 001 | −0,05 | 2 245 | 10,16 | ||||
2025-07-31 | 13F | Brighton Jones Llc | 961 273 | 2,24 | 40 720 | 12,66 | ||||
2025-08-05 | 13F | Centennial Bank/AR/ | 260 590 | −4,29 | 11 039 | 5,47 | ||||
2025-08-07 | 13F | Evoke Wealth, Llc | 2 007 907 | 7,86 | 85 055 | 18,86 | ||||
2025-07-22 | 13F | Awm Capital, Llc | 646 574 | 17,71 | 27 389 | 29,71 | ||||
2025-08-11 | 13F | Morling Financial Advisors, LLC | 518 697 | 1,12 | 21 972 | 11,43 | ||||
2025-07-28 | 13F | RCS Financial Planning, LLC | 57 437 | −0,68 | 2 433 | 9,45 | ||||
2025-07-14 | 13F | Shearwater Capital LLC | 9 445 | −0,64 | 400 | 9,59 | ||||
2025-07-17 | 13F | Dopkins Wealth Management, Llc | 6 409 | −45,92 | 272 | −40,44 | ||||
2025-05-16 | 13F | Jones Financial Companies Lllp | 0 | −100,00 | 0 | |||||
2025-07-09 | 13F | HFG Wealth Management, LLC | 138 374 | −0,41 | 5 319 | −5,44 | ||||
2025-07-29 | 13F | Private Wealth Management Group, LLC | 420 275 | 30,24 | 17 803 | 43,52 | ||||
2025-08-08 | 13F | Capstone Financial Advisors, Inc. | 58 929 | 79,79 | 2 496 | 98,25 | ||||
2025-07-09 | 13F | Shore Point Advisors, LLC | 57 996 | 3,64 | 2 457 | 14,18 | ||||
2025-07-11 | 13F | Quantum Financial Advisors, LLC | 597 517 | −1,79 | 25 311 | 8,22 | ||||
2025-08-01 | 13F | Heritage Wealth Management, Inc./Texas | 9 657 | 0,17 | 409 | 10,54 | ||||
2025-08-12 | 13F | Global Retirement Partners, LLC | 1 638 | 0,55 | 69 | 6,15 | ||||
2025-07-30 | 13F | Brookstone Capital Management | 11 076 | −68,05 | 469 | −64,79 | ||||
2025-08-01 | 13F | Zhang Financial LLC | 627 018 | 40,33 | 26 560 | 54,64 | ||||
2025-07-17 | 13F | Montis Financial, LLC | 7 903 | 0,00 | 335 | 10,23 | ||||
2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 0 | −100,00 | 0 | |||||
2025-07-23 | 13F | Joel Isaacson & Co., LLC | 6 744 | 0,27 | 286 | 10,47 | ||||
2025-08-06 | 13F | Robinson Smith Wealth Advisors Llc | 96 436 | 2,06 | 4 085 | 12,47 | ||||
2025-07-23 | 13F | Morton Capital Management LLC/CA | 159 465 | 0,64 | 6 755 | 10,88 | ||||
2025-08-14 | 13F | Essential Planning, LLC. | 1 269 662 | 1,31 | 53 783 | 11,64 | ||||
2025-07-14 | 13F | Financial Harvest, LLC | 12 573 | 533 | ||||||
2025-08-15 | 13F | Binnacle Investments Inc | 311 005 | 5,30 | 13 174 | 16,04 | ||||
2025-08-08 | 13F | Tortoise Investment Management, LLC | 382 201 | −4,99 | 16 190 | 4,70 | ||||
2025-08-13 | 13F | Renaissance Technologies Llc | 23 700 | 32,40 | 1 004 | 45,78 | ||||
2025-08-08 | 13F | Foundations Investment Advisors, LLC | 182 789 | 16,19 | 7 743 | 28,03 | ||||
2025-08-13 | 13F | Fisher Asset Management, LLC | 0 | −100,00 | 0 | |||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 342 827 | 31,11 | 14 522 | 68,35 | ||||
2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 389 | 0,00 | 16 | 14,29 | ||||
2025-08-14 | 13F | Qube Research & Technologies Ltd | 1 757 | −49,01 | 74 | −43,94 | ||||
2025-07-21 | 13F | Sageworth Trust Co | 97 602 | −1,20 | 4 134 | 8,88 | ||||
2025-07-23 | 13F | Quarry Hill Advisors, Llc | 83 560 | −0,03 | 3 540 | 10,15 | ||||
2025-07-31 | 13F | 180 Wealth Advisors, Llc | 85 354 | 4,62 | 3 616 | 15,27 | ||||
2025-07-30 | 13F | Rehmann Capital Advisory Group | 58 084 | −0,16 | 2 460 | 10,02 | ||||
2025-07-08 | 13F | Arlington Trust Co LLC | 1 376 | 0,00 | 58 | 11,54 | ||||
2025-08-13 | 13F | Cerity Partners LLC | 168 580 | 3,14 | 7 141 | 13,67 | ||||
2025-07-09 | 13F | Market Street Wealth Management Advisors Llc | 72 122 | −3,54 | 3 055 | 6,30 | ||||
2025-07-23 | 13F | Canopy Partners, LLC | 209 405 | 10,59 | 8 870 | 21,87 | ||||
2025-07-09 | 13F | Hiley Hunt Wealth Management | 36 910 | 3,55 | 1 575 | 14,47 | ||||
2025-07-17 | 13F | Porter White Investment Advisors, Inc. | 10 857 | −0,23 | 460 | 9,81 | ||||
2025-08-08 | 13F | CWS Financial Advisors, LLC | 5 565 | 236 | ||||||
2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 6 662 285 | 18,38 | 282 214 | 30,46 | ||||
2025-08-11 | 13F | HighTower Advisors, LLC | 35 441 | −2,79 | 1 501 | 7,14 | ||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 365 430 | −3,58 | 15 480 | 6,25 | ||||
2025-08-11 | 13F | Citigroup Inc | 2 208 | −0,50 | 94 | 9,41 | ||||
2025-08-13 | 13F | Meridian Wealth Partners, LLC | 1 824 109 | 0,67 | 77 269 | 10,94 | ||||
2025-08-07 | 13F | CENTRAL TRUST Co | 1 947 | 0,00 | 82 | 10,81 | ||||
2025-07-29 | 13F | Semitam Bonam Llc | 139 558 | 5 912 | ||||||
2025-07-25 | 13F | Tranquility Partners, LLC | 11 520 | 0,76 | 488 | 10,93 | ||||
2025-08-12 | 13F | Titleist Asset Management, Llc | 14 651 | 89,24 | 621 | 108,75 | ||||
2025-07-29 | 13F | Fundamentun, Llc | 115 079 | 11,08 | 4 875 | 22,40 | ||||
2025-07-18 | 13F | Truist Financial Corp | 113 555 | 2,10 | 4 810 | 12,51 | ||||
2025-08-21 | 13F | Aveo Capital Partners, LLC | 0 | −100,00 | 0 | |||||
2025-07-15 | 13F | ACT Advisors, LLC. | 586 499 | −0,45 | 24 844 | 9,71 | ||||
2025-07-29 | 13F | AssuredPartners Investment Advisors, LLC | 56 046 | −4,03 | 2 374 | 5,79 | ||||
2025-07-16 | 13F | Builder Investment Group Inc /adv | 10 403 | 6,27 | 441 | 17,02 | ||||
2025-08-12 | 13F | Rather & Kittrell, Inc. | 118 320 | 2,31 | 5 012 | 12,76 | ||||
2025-07-22 | 13F | SOL Capital Management CO | 22 825 | 2,70 | 1 | |||||
2025-04-15 | 13F | Michael A. Dubis Financial Planning, LLC | 8 173 | 0,05 | 314 | |||||
2025-08-11 | 13F | Intrepid Financial Planning Group LLC | 26 628 | 0,00 | 1 128 | 10,17 | ||||
2025-07-21 | 13F | Creative Capital Management Investments LLC | 509 | 0,00 | 22 | 10,53 | ||||
2025-08-06 | 13F | Entrewealth, Llc | 358 703 | 39,59 | 15 195 | 53,83 | ||||
2025-08-08 | 13F | Security Financial Services, INC. | 324 996 | 1,47 | 13 767 | 11,82 | ||||
2025-07-15 | 13F | Fortitude Family Office, LLC | 202 | −51,56 | 9 | −50,00 | ||||
2025-08-14 | 13F | C M Bidwell & Associates Ltd | 17 827 | 0,00 | 755 | 10,22 | ||||
2025-07-15 | 13F | Kraft Asset Management, Llc | 11 973 | −2,52 | 507 | 7,42 | ||||
2025-08-08 | 13F | Blankinship & Foster, LLC | 2 728 541 | −0,63 | 115 581 | 9,51 | ||||
2025-04-14 | 13F | Greenspring Advisors, LLC | 9 035 | −11,05 | 347 | −15,57 | ||||
2025-07-23 | 13F | L.K. Benson & Company, P.C. | 6 995 | −2,67 | 296 | 7,25 | ||||
2025-08-05 | 13F | Gould Asset Management Llc /ca/ | 19 835 | −2,03 | 840 | 7,97 | ||||
2025-07-03 | 13F | Lam Group, Inc. | 12 900 | 6,35 | 546 | 17,17 | ||||
2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 36 220 | 69,47 | 1 534 | 86,85 | ||||
2025-08-07 | 13F | Retirement Solution Inc. | 90 436 | 0,04 | 3 831 | 10,25 | ||||
2025-04-22 | 13F | Perfromance Wealth Partners, LLC | 0 | −100,00 | 0 | |||||
2025-07-30 | 13F | Clune & Associates, Ltd. | 74 242 | 16,76 | 3 145 | 28,64 | ||||
2025-07-16 | 13F | Strategic Investment Solutions, Inc. /IL | 142 666 | −42,55 | 6 043 | −36,60 | ||||
2025-07-15 | 13F | Mather Group, Llc. | 12 435 | 0,00 | 527 | 10,04 | ||||
2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 14 163 | 0,34 | 600 | 10,52 | ||||
2025-07-29 | 13F | Chicago Partners Investment Group LLC | 200 549 | −0,22 | 8 738 | 13,00 | ||||
2025-07-29 | 13F | Huntleigh Advisors, Inc. | 5 711 | 0,28 | 242 | 10,55 | ||||
2025-07-09 | 13F | Blodgett Wealth Advisors, Llc | 5 712 | −5,93 | 242 | 3,43 | ||||
2025-07-14 | 13F | UMA Financial Services, Inc. | 407 023 | 1,58 | 17 242 | 11,94 | ||||
2025-07-08 | 13F | Parallel Advisors, LLC | 8 831 | 0,00 | 374 | 10,32 | ||||
2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 414 266 | 20,31 | 17 548 | 32,58 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 23 303 | 987 | ||||||
2025-08-07 | 13F | Lakeridge Wealth Management LLC | 16 417 | −45,27 | 695 | −39,72 | ||||
2025-08-14 | 13F | Raymond James Financial Inc | 261 417 | −3,07 | 11 074 | 6,82 | ||||
2025-08-13 | 13F | Cary Street Partners Financial Llc | 11 147 | 20,74 | 472 | 33,33 | ||||
2025-07-11 | 13F | Rockwood Wealth Management, LLC | 13 131 | −0,12 | 556 | 10,10 | ||||
2025-08-06 | 13F | Modera Wealth Management, LLC | 3 468 551 | −1,59 | 146 928 | 8,45 | ||||
2025-08-11 | 13F | Mosaic Family Wealth Partners, Llc | 20 756 | −2,86 | 879 | 7,06 | ||||
2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 24 738 | 98,46 | 1 048 | 119,25 | ||||
2025-08-25 | 13F/A | Promus Capital, LLC | 4 615 | 195 | ||||||
2025-07-08 | 13F | Apella Capital, LLC | 99 230 | −8,47 | 4 233 | 4,80 | ||||
2025-07-25 | 13F | Hemington Wealth Management | 2 133 206 | −4,54 | 90 | 5,88 | ||||
2025-07-08 | 13F | Peirce Capital Management, LLC | 26 054 | 205,48 | 1 104 | 237,31 | ||||
2025-08-14 | 13F | Comerica Bank | 370 | −48,82 | 16 | −44,44 | ||||
2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 18 839 | 0,00 | 798 | 10,22 | ||||
2025-08-06 | 13F | Csenge Advisory Group | 22 191 | 5,43 | 896 | 18,05 | ||||
2025-07-16 | 13F | Exeter Financial, LLC | 96 253 | 9,98 | 4 077 | 21,20 | ||||
2025-07-18 | 13F | Liberty Capital Management, Inc. | 6 744 | 0,00 | 286 | 10,04 | ||||
2025-07-25 | 13F | Cwm, Llc | 13 543 | 2,79 | 1 | |||||
2025-08-12 | 13F | Pathstone Holdings, LLC | 528 434 | 7,35 | 22 384 | 18,30 | ||||
2025-07-22 | 13F | Berger Financial Group, Inc | 28 529 | −21,45 | 1 208 | −13,47 | ||||
2025-08-13 | 13F | Vertex Planning Partners, LLC | 15 771 | 12,75 | 668 | 24,39 | ||||
2025-08-12 | 13F | Nemes Rush Group LLC | 14 910 | 53,30 | 632 | 69,17 | ||||
2025-07-22 | 13F | Warwick Investment Management, Inc. | 20 620 | 0,02 | 873 | 10,23 | ||||
2025-08-14 | 13F | Royal Bank Of Canada | 328 424 | 49,49 | 13 912 | 64,72 | ||||
2025-07-16 | 13F | Squire Investment Management Company, LLC | 26 161 | −1,17 | 1 108 | 8,95 | ||||
2025-07-15 | 13F | Total Wealth Planning, Llc | 9 924 | −21,74 | 420 | −13,76 | ||||
2025-08-13 | 13F | Townsquare Capital Llc | 0 | −100,00 | 0 | |||||
2025-07-30 | 13F | Bayshore Asset Management, Llc | 10 810 | 458 | ||||||
2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 169 199 | 209,74 | 7 167 | 241,45 | ||||
2025-08-13 | 13F | Northern Trust Corp | 9 193 | 389 | ||||||
2025-08-12 | 13F | Forum Private Client Group LLC | 31 294 | −4,01 | 1 326 | 5,75 | ||||
2025-07-02 | 13F | Helen Stephens Group, LLC | 150 064 | 29,36 | 6 357 | 42,54 | ||||
2025-07-09 | 13F | Archer Investment Management, LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Diversify Wealth Management, Llc | 1 195 351 | −1,71 | 52 715 | 14,18 | ||||
2025-07-16 | 13F | Signaturefd, Llc | 7 433 | 12 715,52 | 315 | 15 600,00 | ||||
2025-08-14 | 13F | Aqr Capital Management Llc | 70 157 | 0,40 | 2 972 | 10,61 | ||||
2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | Vawter Financial, Ltd. | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Bank Of America Corp /de/ | 492 415 | 2,56 | 20 859 | 13,02 | ||||
2025-08-14 | 13F | Freedom Financial Partners LLC | 11 923 | 0,13 | 505 | 10,50 | ||||
2025-08-07 | 13F | Sollinda Capital Management LLC | 235 956 | 12,70 | 9 995 | 24,21 | ||||
2025-08-15 | 13F | Morgan Stanley | 37 014 | −62,26 | 1 568 | −58,44 | ||||
2025-08-14 | 13F | Mml Investors Services, Llc | 259 884 | 17,01 | 11 | 37,50 | ||||
2025-07-24 | 13F | Financial Connections Group, Inc. | 767 659 | −8,07 | 33 | 0,00 | ||||
2025-07-29 | 13F | Werba Rubin Papier Wealth Management | 33 358 | 14,25 | 1 413 | 25,94 | ||||
2025-07-15 | 13F | Optima Capital Llc | 21 159 | 0,15 | 896 | 10,34 | ||||
2025-08-01 | 13F | Red Lighthouse Investment Management, Llc | 78 084 | 0,13 | 3 308 | 16,08 | ||||
2025-07-23 | 13F | HTG Investment Advisors, Inc. | 176 090 | 21,59 | 7 459 | 33,99 | ||||
2025-07-31 | 13F | Core Wealth Management, Inc. | 6 048 | 256 | ||||||
2025-08-08 | 13F | Pinney & Scofield, Inc. | 415 | 0,00 | 18 | 13,33 | ||||
2025-07-23 | 13F | Allegiance Financial Group Advisory Services LLC | 481 620 | 7,60 | 20 401 | 18,57 | ||||
2025-04-17 | 13F | Life Planning Partners, Inc | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-28 | 13F | Eq Wealth Advisors, Llc | 21 | 61,54 | 1 | |||||
2025-07-17 | 13F | Eclectic Associates Inc /adv | 10 690 | 4,91 | 453 | 15,60 | ||||
2025-08-01 | 13F | SwitchPoint Financial Planning, LLC | 72 101 | 38,91 | 3 054 | 53,08 | ||||
2025-08-11 | 13F | M Wealth Management, LLC | 581 137 | −0,12 | 24 617 | 10,06 | ||||
2025-07-30 | 13F | Phillips Financial Management, Llc | 1 658 | −14,80 | 70 | −5,41 | ||||
2025-07-23 | 13F | First Financial Group Corp | 252 200 | 0,40 | 10 683 | 10,64 | ||||
2025-08-12 | 13F | TCP Asset Management, LLC | 901 194 | 2,89 | 38 175 | 13,39 | ||||
2025-07-25 | 13F | JustInvest LLC | 10 680 | 0,00 | 452 | 10,24 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 531 832 | 14,24 | 22 526 | 25,87 | ||||
2025-07-18 | 13F | PBMares Wealth Management LLC | 909 269 | −2,79 | 38 517 | 7,12 | ||||
2025-07-15 | 13F | tru Independence LLC | 9 952 | 0,28 | 422 | 10,50 | ||||
2025-07-17 | 13F | Sterling Wealth Advisors Inc | 1 029 072 | 9,52 | 44 096 | 22,08 | ||||
2025-08-11 | 13F | WPWealth LLP | 1 478 538 | 14,92 | 62 631 | 26,64 | ||||
2025-08-12 | 13F | SRS Capital Advisors, Inc. | 315 681 | 0,93 | 13 372 | 11,23 | ||||
2025-05-15 | 13F | Clark Capital Management Group, Inc. | 0 | −100,00 | 0 | |||||
2025-08-01 | 13F | Facet Wealth, Inc. | 6 658 | −7,90 | 289 | 3,23 | ||||
2025-07-10 | 13F | Exchange Traded Concepts, Llc | 9 334 | 395 | ||||||
2025-07-25 | 13F | G2 Capital Management, Llc / Oh | 52 064 | 9,26 | 2 205 | 20,43 | ||||
2025-07-22 | 13F | Simplicity Wealth,LLC | 0 | −100,00 | 0 | |||||
2025-07-15 | 13F | Oak Wealth Advisors LLC | 224 182 | 47,83 | 9 496 | 62,91 | ||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 1 935 348 | 58,04 | 83 162 | 76,66 | ||||
2025-07-16 | 13F | Essex Financial Services, Inc. | 5 223 | −46,49 | 221 | −41,07 | ||||
2025-07-21 | 13F | Quent Capital, LLC | 0 | −100,00 | 0 | |||||
2025-07-03 | 13F | CPA Asset Management LLC | 6 206 | 0,00 | 263 | 10,08 | ||||
2025-07-08 | 13F/A | Salem Investment Counselors Inc | 684 | 0,00 | 29 | 7,69 | ||||
2025-07-18 | 13F | Pure Financial Advisors, Inc. | 28 222 | 44,14 | 1 195 | 58,91 | ||||
2025-07-23 | 13F | HMV Wealth Advisors, LLC | 76 037 | 0,56 | 3 221 | 10,81 | ||||
2025-08-06 | 13F | Mark Sheptoff Financial Planning, Llc | 770 | 0,00 | 33 | 10,34 | ||||
2025-07-15 | 13F | Garrett Investment Advisors LLC | 95 032 | −31,36 | 4 026 | −24,37 | ||||
2025-08-14 | 13F | Note Advisors, LLC | 773 824 | 28,29 | 32 779 | 41,37 | ||||
2025-07-14 | 13F | Park Avenue Securities Llc | 160 114 | 3,70 | 7 | 20,00 | ||||
2025-08-13 | 13F | Lauer Wealth, LLC | 241 912 | 2,55 | 10 530 | 17,60 | ||||
2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 107 789 | 76,07 | 4 566 | 94,01 | ||||
2025-07-28 | 13F | Compass Advisory Group LLC | 10 605 | 0,00 | 449 | 10,32 | ||||
2025-07-31 | 13F | LongView Asset Management LLC | 5 430 | −0,93 | 230 | 9,52 | ||||
2025-07-17 | 13F | ERn Financial, LLC | 66 626 | −4,14 | 2 822 | 5,65 | ||||
2025-07-14 | 13F | Abacus Planning Group, Inc. | 2 709 582 | 114 778 | ||||||
2025-07-09 | 13F | Graves-Light Private Wealth Management, Inc. | 6 571 | 1,20 | 278 | 11,65 | ||||
2025-07-16 | 13F | Vestia Personal Wealth Advisors | 36 538 | 1,55 | 1 548 | 11,86 | ||||
2025-08-01 | 13F | JDH Wealth Management, LLC | 145 703 | 23,50 | 6 172 | 36,07 | ||||
2025-08-14 | 13F | Seneschal Advisors, LLC | 13 363 | 114,63 | 566 | 136,82 | ||||
2025-07-09 | 13F | GEM Asset Management, LLC | 136 652 | 0,81 | 5 830 | 11,47 | ||||
2025-08-11 | 13F | Rockbridge Investment Management, LCC | 39 979 | 3,83 | 1 694 | 14,39 | ||||
2025-07-17 | 13F | Baron Silver Stevens Financial Advisors, Llc | 88 790 | 2,94 | 3 761 | 13,45 | ||||
2025-07-17 | 13F | Janney Montgomery Scott LLC | 7 834 | 0 | ||||||
2025-08-07 | 13F | Fonville Wealth Management LLC | 823 593 | 15,00 | 34 887 | 26,74 | ||||
2025-07-10 | 13F | Weinberger Asset Management, Inc | 228 055 | 1,02 | 9 660 | 11,33 | ||||
2025-08-01 | 13F | SYM FINANCIAL Corp | 110 687 | 2,29 | 4 689 | 12,72 | ||||
2025-07-16 | 13F | Blue Oak Capital, LLC | 5 180 | 0,00 | 219 | 10,05 | ||||
2025-07-17 | 13F | HB Wealth Management, LLC | 1 365 823 | −19,70 | 57 855 | −11,51 | ||||
2025-07-11 | 13F | Kaufman Rossin Wealth, LLC | 33 459 | −5,03 | 1 417 | 4,65 | ||||
2025-07-21 | 13F | Triad Wealth Partners, LLC | 11 262 | 477 | ||||||
2025-08-13 | 13F | American Investment Services, Inc. | 33 442 | 0,03 | 1 417 | 10,19 | ||||
2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 13 094 | −10,05 | 555 | −0,89 | ||||
2025-07-22 | 13F | Olistico Wealth, LLC | 34 628 | −0,37 | 1 467 | 9,73 | ||||
2025-07-15 | 13F | RVW Wealth, LLC | 4 331 669 | 56,12 | 183 489 | 72,04 | ||||
2025-08-04 | 13F | Syverson Strege & Co | 331 387 | 6,81 | 14 038 | 17,70 | ||||
2025-07-21 | 13F | Ascent Group, LLC | 6 125 | 1,29 | 259 | 11,64 | ||||
2025-07-22 | 13F | Bay Harbor Wealth Management, LLC | 625 611 | 3,80 | 26 501 | 14,38 | ||||
2025-07-28 | 13F | Delap Wealth Advisory, Llc | 11 209 | 475 | ||||||
2025-08-14 | 13F | Investmark Advisory Group LLC | 72 722 | −0,13 | 3 081 | 10,04 | ||||
2025-07-17 | 13F | Elser Financial Planning, Inc | 2 020 856 | 86 230 | ||||||
2025-07-17 | 13F | Symmetry Partners, LLC | 0 | −100,00 | 0 | |||||
2025-07-22 | 13F | USAdvisors Wealth Management, LLC | 27 447 | 1,36 | 1 | 0,00 | ||||
2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 156 255 | −26,85 | 6 619 | −23,47 | ||||
2025-07-15 | 13F | Foster Victor Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-05-09 | 13F | Conquis Financial Llc | 0 | −100,00 | 0 | |||||
2025-07-15 | 13F/A | Kure Advisory, LLC | 554 274 | 8,39 | 23 479 | 19,45 | ||||
2025-07-16 | 13F | Plancorp, LLC | 796 250 | 0,08 | 33 729 | 10,28 | ||||
2025-08-13 | 13F | Kilter Group LLC | 82 | 3 | ||||||
2025-07-14 | 13F | Cherrydale Wealth Management, Llc | 251 963 | 2,80 | 10 673 | 13,29 | ||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 347 364 | 10,48 | 15 | 16,67 | ||||
2025-08-07 | 13F | Timonier Family Office, LTD. | 653 679 | 14,41 | 27 690 | 26,07 | ||||
2025-07-18 | 13F | Fmb Wealth Management | 218 270 | −4,64 | 9 246 | 5,08 | ||||
2025-08-13 | 13F | Vermillion & White Wealth Management Group, LLC | 92 | 0,00 | 4 | 0,00 | ||||
2025-07-14 | 13F | AdvisorNet Financial, Inc | 918 120 | 54,49 | 38 892 | 70,25 | ||||
2025-07-25 | 13F | Index Fund Advisors, Inc. | 7 138 | 1,06 | 302 | 11,44 | ||||
2025-07-31 | 13F | Cardinal Point Capital Management, ULC | 13 384 | −9,70 | 567 | −0,53 | ||||
2025-07-24 | 13F | IFP Advisors, Inc | 104 640 | −79,02 | 4 433 | −76,88 | ||||
2025-07-16 | 13F | Perigon Wealth Management, LLC | 409 663 | 2,84 | 17 353 | 13,33 | ||||
2025-07-09 | 13F | Catalyst Private Wealth, Llc | 84 900 | −11,82 | 3 596 | −2,81 | ||||
2025-07-25 | 13F | NorthRock Partners, LLC | 954 | 0,00 | 40 | 11,11 | ||||
2025-08-07 | 13F | Midwest Trust Co | 8 203 | 347 | ||||||
2025-08-06 | 13F | Savant Capital, LLC | 1 266 483 | 11,13 | 53 648 | 22,47 | ||||
2025-07-28 | 13F | RFG Advisory, LLC | 131 466 | 1 030,60 | 5 569 | 1 148,43 | ||||
2025-08-06 | 13F | True Wealth Design, LLC | 4 600 | 0,00 | 195 | 10,23 | ||||
2025-07-16 | 13F | Kooman & Associates | 2 709 582 | 0,42 | 114 778 | 10,66 | ||||
2025-08-06 | 13F | Financial Alternatives, Inc | 70 687 | 41,88 | 2 994 | 56,34 | ||||
2025-07-15 | 13F | Retirement Guys Formula Llc | 41 516 | −0,37 | 1 759 | 9,81 | ||||
2025-08-06 | 13F | Longview Financial Advisors LLC | 18 986 | −1,07 | 804 | 9,09 | ||||
2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 10 646 | 451 | ||||||
2025-07-18 | 13F | Meritas Wealth Management, LLC | 62 102 | −3,70 | 2 631 | 6,13 | ||||
2025-07-21 | 13F | Keb Asset Management, Llc | 147 538 | 205,48 | 6 250 | 236,69 | ||||
2025-08-14 | 13F | Betterment LLC | 669 297 | −48,31 | 28 | −42,86 | ||||
2025-08-01 | 13F | Advisory Alpha, LLC | 771 916 | 8,87 | 32 698 | 19,97 | ||||
2025-08-08 | 13F | Glassman Wealth Services | 9 860 | 0,00 | 418 | 10,03 | ||||
2025-07-16 | 13F | Kennedy Investment Group | 95 492 | −5,02 | 4 045 | 4,68 | ||||
2025-08-05 | 13F | American Capital Advisory, LLC | 196 482 | 10,96 | 8 323 | 22,27 | ||||
2025-08-14 | 13F | Family Office Research LLC | 5 412 | −0,90 | 229 | 9,57 | ||||
2025-07-24 | 13F | FinDec Wealth Services, Inc. | 282 101 | −9,89 | 11 950 | −0,71 | ||||
2025-08-14 | 13F | Main Street Financial Solutions, LLC | 21 221 | 0,76 | 899 | 11,00 | ||||
2025-07-14 | 13F | Sowell Financial Services LLC | 151 782 | 8,59 | 6 429 | 19,65 | ||||
2025-07-31 | 13F | CVA Family Office, LLC | 422 690 | 13,83 | 17 905 | 25,44 | ||||
2025-08-12 | 13F | Hill Investment Group Partners, LLC | 6 198 | 6,48 | 263 | 17,49 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-12 | 13F | OneAscent Financial Services LLC | 9 673 | 0 | ||||||
2025-08-14 | 13F | Stadion Money Management, LLC | 890 856 | −2,52 | 37 737 | 7,42 | ||||
2025-08-12 | 13F | Atlas Capital Advisors Llc | 1 202 | 0,00 | 51 | 8,70 | ||||
2025-08-08 | 13F | Altiora Financial Group, LLC | 57 900 | 10,57 | 2 453 | 21,87 | ||||
2025-07-31 | 13F | AlTi Global, Inc. | 219 652 | 9 304 | ||||||
2025-07-25 | 13F | We Are One Seven, LLC | 41 458 | −11,21 | 1 756 | −2,12 | ||||
2025-08-11 | 13F | Wealthspire Advisors, LLC | 851 789 | 7,73 | 36 082 | 18,71 | ||||
2025-07-18 | 13F | Ledgewood Wealth Advisors, LLC | 336 100 | −0,47 | 14 237 | 9,68 | ||||
2025-08-06 | 13F | New Dimensions Wealth Management, LLC | 8 009 | 0,00 | 339 | 10,42 | ||||
2025-08-08 | 13F | Austin Wealth Management, LLC | 1 500 959 | 46,28 | 65 052 | 69,06 | ||||
2025-07-23 | 13F | Elevate Wealth Advisory, Inc | 59 040 | 17,83 | 2 501 | 29,80 | ||||
2025-07-10 | 13F | Stewardship Advisors, LLC | 20 823 | 7,37 | 882 | 18,39 | ||||
2025-07-23 | 13F | SpringVest Wealth Management LLC | 72 751 | −23,26 | 3 082 | −15,45 | ||||
2025-07-24 | 13F | VanderPol Investments L.L.C. | 14 516 | −17,65 | 615 | −9,31 | ||||
2025-08-04 | 13F | Creative Financial Designs Inc /adv | 114 | −98,63 | 5 | −98,75 | ||||
2025-07-17 | 13F | Melfa Wealth Management, Llc | 71 775 | 0,10 | 3 040 | 10,30 | ||||
2025-08-19 | 13F | Advisory Services Network, LLC | 9 287 | −0,12 | 402 | 12,61 | ||||
2025-08-13 | 13F | Ark & Tlk Investments, Llc | 178 575 | −2,10 | 7 564 | 7,89 | ||||
2025-07-11 | 13F | Andrews, Lucia Wealth Management Llc | 122 144 | 1,81 | 5 174 | 6,53 | ||||
2025-07-28 | 13F | Harbour Investments, Inc. | 230 | 0,00 | 10 | 12,50 | ||||
2025-08-06 | 13F | Aspect Partners, LLC | 12 874 | 0,00 | 545 | 10,32 | ||||
2025-08-05 | 13F | Sigma Planning Corp | 10 622 | −6,58 | 450 | 2,75 | ||||
2025-07-11 | 13F | Pioneer Wealth Management Group | 1 301 476 | 8,05 | 55 131 | 19,06 | ||||
2025-07-25 | 13F | Apollon Wealth Management, LLC | 88 950 | −1,35 | 3 768 | 8,72 | ||||
2025-04-28 | 13F | Great Point Wealth Advisors, LLC | 319 687 | −0,82 | 12 289 | −5,85 | ||||
2025-08-11 | 13F | VSM Wealth Advisory, LLC | 113 405 | −43,10 | 7 600 | −0,80 | ||||
2025-07-11 | 13F | Wolfstich Capital, LLC | 0 | −100,00 | 0 | |||||
2025-07-31 | 13F | City State Bank | 9 138 | −7,38 | 387 | 2,11 | ||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 565 775 | 4,66 | 23 966 | 15,33 | ||||
2025-08-11 | 13F | TD Waterhouse Canada Inc. | 4 145 | −34,11 | 176 | −17,45 | ||||
2025-08-12 | 13F | Lodestone Wealth Management LLC | 5 194 | 220 | ||||||
2025-07-14 | 13F | Chico Wealth RIA | 149 602 | −1,94 | 6 337 | 8,07 | ||||
2025-07-22 | 13F | Firethorn Wealth Partners, Llc | 217 428 | 14,10 | 9 210 | 25,75 | ||||
2025-07-23 | 13F | Pillar Financial Advisors, LLC | 3 597 | 0,00 | 152 | 10,14 | ||||
2025-08-15 | 13F | CI Private Wealth, LLC | 943 025 | −12,66 | 39 947 | −3,75 | ||||
2025-07-10 | 13F | Strathmore Capital Advisors, Inc. | 12 730 | 1,67 | 546 | 7,91 | ||||
2025-07-28 | 13F | Cypress Wealth Services, LLC | 12 493 | −1,88 | 529 | 8,18 | ||||
2025-08-04 | 13F | Savvy Advisors, Inc. | 8 545 | 362 | ||||||
2025-08-01 | 13F | Milestone Asset Management Group, LLC | 44 667 | 11,98 | 1 892 | 23,42 | ||||
2025-08-12 | 13F | Eldridge Investment Advisors, Inc. | 9 875 | −32,48 | 418 | −25,62 | ||||
2025-05-13 | 13F | EverSource Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-07-18 | 13F | Cooper Financial Group | 11 679 | 0,03 | 495 | 10,27 | ||||
2025-08-01 | 13F | Transcend Wealth Collective, Llc | 17 659 | 4,71 | 748 | 15,43 | ||||
2025-08-12 | 13F | Jacobi Capital Management LLC | 322 321 | 13,37 | 13 653 | 24,92 | ||||
2025-07-10 | 13F | Marshall Financial Group LLC | 38 143 | −14,49 | 1 627 | −5,08 | ||||
2025-06-03 | 13F | Invst, LLC | 102 757 | 23,94 | 3 950 | 17,63 | ||||
2025-07-17 | 13F | XY Planning Network, Inc. | 10 940 | 463 | ||||||
2025-07-14 | 13F | Maryland Capital Advisors Inc. | 316 413 | 22,78 | 13 403 | 35,30 | ||||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 199 258 | −6,17 | 8 441 | 3,01 | ||||
2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 21 467 | 1,05 | 909 | 11,40 | ||||
2025-08-05 | 13F | Bridgewater Advisors Inc. | 8 667 | 0,14 | 378 | 14,94 | ||||
2025-05-02 | 13F | Capital A Wealth Management, LLC | 102 | 4 | ||||||
2025-08-13 | 13F | Balance Wealth, LLC | 40 525 | −12,94 | 1 717 | −4,08 | ||||
2025-07-29 | 13F | Two West Capital Advisors LLC | 791 943 | 5,47 | 34 640 | 26,28 | ||||
2025-08-04 | 13F | Pensionmark Financial Group, Llc | 168 763 | 60,90 | 7 149 | 77,33 | ||||
2025-07-30 | 13F | D.a. Davidson & Co. | 123 000 | 0,94 | 5 210 | 11,23 | ||||
2025-07-17 | 13F | Northwest Wealth Management, Llc | 24 861 | 1 053 | ||||||
2025-07-14 | 13F | Golden State Equity Partners | 8 642 | 1,14 | 366 | 11,59 | ||||
2025-08-12 | 13F | Auxano Advisors, LLC | 32 916 | −5,94 | 1 394 | 3,64 | ||||
2025-08-04 | 13F | ELCO Management Co., LLC | 17 080 | −0,29 | 724 | 9,88 | ||||
2025-08-12 | 13F | LPL Financial LLC | 827 449 | 11,16 | 35 051 | 22,49 | ||||
2025-07-15 | 13F | Maseco Llp | 756 976 | 32 062 | ||||||
2025-07-31 | 13F | Dodds Wealth, LLC | 129 831 | 0,95 | 5 500 | 11,25 | ||||
2025-07-28 | 13F | Dixon Fnancial Services, Inc. | 10 381 | 2,48 | 440 | 12,85 | ||||
2025-07-24 | 13F | Us Bancorp \de\ | 74 | −33,93 | 3 | −25,00 | ||||
2025-07-15 | 13F | Bay Capital Advisors, LLC | 14 752 | 2,17 | 625 | 12,64 | ||||
2025-08-12 | 13F | MAI Capital Management | 524 082 | 7,71 | 22 200 | 18,70 | ||||
2025-07-29 | 13F | Foster & Motley Inc | 8 239 | 0,00 | 0 | |||||
2025-07-25 | 13F | Gordian Advisors LLC | 9 495 | 402 | ||||||
2025-08-01 | 13F | Rossby Financial, LCC | 5 716 | 0,00 | 242 | 12,56 | ||||
2025-08-12 | 13F | Tableaux Llc | 8 730 | −92,57 | 489 | −89,16 | ||||
2025-08-14 | 13F | Herold Advisors, Inc. | 45 679 | 8,58 | 1 935 | 19,60 | ||||
2025-08-08 | 13F | SageOak Financial, LLC | 19 403 | −8,99 | 822 | 0,24 | ||||
2025-07-31 | 13F | Orion Capital Management LLC | 1 199 | −2,91 | 51 | 6,38 | ||||
2025-07-29 | 13F | Financial Symmetry Inc | 29 590 | 5,37 | 1 253 | 16,13 | ||||
2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 905 106 | 7,02 | 38 340 | 17,94 | ||||
2025-07-01 | 13F | First National Bank Sioux Falls | 19 461 | 0,00 | 824 | 10,16 | ||||
2025-08-07 | 13F | Cahill Financial Advisors Inc | 51 072 | 0,00 | 2 163 | 10,19 | ||||
2025-08-06 | 13F | Ethos Financial Group, LLC | 5 171 | −60,71 | 219 | −58,83 | ||||
2025-08-14 | 13F | Wealth Preservation Advisors, LLC | 4 567 | 0,00 | 193 | 10,29 | ||||
2025-07-22 | 13F | Yoder Wealth Management, Inc. | 27 437 | −4,24 | 1 162 | 5,54 | ||||
2025-08-12 | 13F | Cowa, Llc | 92 631 | 84,25 | 3 884 | 103,88 | ||||
2025-07-16 | 13F | FCG Investment Co | 10 992 | 466 | ||||||
2025-07-17 | 13F | Claris Advisors, Llc / Mo / | 456 829 | 328,18 | 19 351 | 371,86 | ||||
2025-07-16 | 13F | Tassel Capital Management, Inc. | 352 693 | −4,10 | 14 940 | 5,68 | ||||
2025-07-29 | 13F | Spectrum Investment Advisors, Inc. | 627 820 | 3,97 | 26 594 | 14,57 | ||||
2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 88 812 | 22,97 | 3 762 | 35,52 | ||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 1 291 662 | −15,46 | 55 | −6,90 | ||||
2025-08-05 | 13F | Bank Of Montreal /can/ | 3 193 | 297,63 | 135 | 350,00 | ||||
2025-08-07 | 13F | Resources Investment Advisors, LLC. | 3 767 059 | 6,72 | 159 573 | 17,60 | ||||
2025-08-11 | 13F | Wescott Financial Advisory Group, LLC | 33 613 | 0,16 | 1 424 | 10,31 | ||||
2025-07-15 | 13F | Axis Wealth Partners, LLC | 12 840 | −1,91 | 544 | 7,95 | ||||
2025-07-23 | 13F | Woodside Wealth Management LLC | 39 412 | 3,10 | 1 669 | 13,61 | ||||
2025-08-12 | 13F | AlphaCore Capital LLC | 8 913 | −3,07 | 378 | 6,80 | ||||
2025-07-16 | 13F | TCI Wealth Advisors, Inc. | 97 470 | 4 129 | ||||||
2025-07-23 | 13F | Colony Family Offices, LLC | 16 930 | 0,00 | 717 | 10,31 | ||||
2025-08-14 | 13F | Mariner, LLC | 1 079 322 | 2,20 | 45 720 | 12,62 | ||||
2025-07-14 | 13F | Capstone Wealth Management, LLC | 39 091 | 8,02 | 1 656 | 18,98 | ||||
2025-08-01 | 13F | Financial Counselors Inc | 0 | −100,00 | 0 | |||||
2025-08-07 | 13F | Prudent Man Investment Management, Inc. | 376 342 | 0,00 | 15 238 | 0,00 | ||||
2025-07-10 | 13F | Wedmont Private Capital | 6 659 | 286 | ||||||
2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 185 741 | 9,48 | 7 868 | 20,64 | ||||
2025-08-11 | 13F | Root Financial Partners, LLC | 139 825 | 137,18 | 5 923 | 161,34 | ||||
2025-07-25 | 13F | Concord Wealth Partners | 54 416 | 272,15 | 2 305 | 310,14 | ||||
2025-08-14 | 13F | Hurley Capital, LLC | 106 | 0,95 | 4 | 0,00 | ||||
2025-05-12 | 13F | Cahill Wealth Management, LLC | 19 581 | −0,17 | 753 | −5,29 | ||||
2025-07-28 | 13F | Heritage Wealth Management, Inc. /CA/ | 5 809 | 0,00 | 246 | 10,31 | ||||
2025-07-22 | 13F | Merit Financial Group, LLC | 15 496 | 4,36 | 656 | 15,09 | ||||
2025-08-13 | 13F | Summit Wealth Group Llc / Co | 170 519 | 7 223 | ||||||
2025-07-28 | 13F | BRYN MAWR TRUST Co | 3 784 | 0,00 | 160 | 10,34 | ||||
2025-08-13 | 13F | Transce3nd, LLC | 37 | 0,00 | 2 | 0,00 | ||||
2025-08-14 | 13F | Pine Harbor Wealth Management, LLC | 6 545 | 0,00 | 277 | 10,36 | ||||
2025-08-06 | 13F | Spurstone Advisory Services, LLC | 162 | 0,00 | 7 | 0,00 | ||||
2025-08-14 | 13F | Jane Street Group, Llc | 0 | −100,00 | 0 | |||||
2025-07-29 | 13F | Private Trust Co Na | 11 078 | 0,00 | 469 | 10,35 | ||||
2025-07-07 | 13F | Versant Capital Management, Inc | 64 449 | −2,04 | 2 730 | 7,95 | ||||
2025-08-04 | 13F | Assetmark, Inc | 308 092 | −29,03 | 13 051 | −21,80 | ||||
2025-07-17 | 13F | Lauterbach Financial Advisors, LLC | 36 999 | 24,18 | 1 567 | 36,86 | ||||
2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 34 202 | 0,02 | 1 449 | 10,20 | ||||
2025-08-14 | 13F | Cardiff Park Advisors, Llc | 37 817 | 41,82 | 1 602 | 56,20 | ||||
2025-07-11 | 13F | Sprinkle Financial Consultants LLC | 8 345 | 2,53 | 354 | 13,14 | ||||
2025-08-11 | 13F | Principal Securities, Inc. | 365 | −67,06 | 15 | −65,91 | ||||
2025-07-21 | 13F | Keystone Financial Group, Inc. | 636 076 | −0,53 | 27 421 | 11,94 | ||||
2025-08-08 | 13F | Tanglewood Legacy Advisors, LLC | 42 517 | 0,00 | 1 801 | 10,22 | ||||
2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 54 627 | 11,95 | 2 100 | 6,28 | ||||
2025-08-01 | 13F | Fort Vancouver Investment Management, LLC | 2 411 | −3,98 | 102 | 6,25 | ||||
2025-08-04 | 13F | Capital Performance Advisors Llp | 52 292 | −1,00 | 2 215 | 9,11 | ||||
2025-08-06 | 13F | Prospera Financial Services Inc | 24 823 | −8,01 | 1 052 | 1,45 | ||||
2025-08-05 | 13F | Mission Wealth Management, Lp | 488 074 | 2,82 | 20 675 | 13,31 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | Call | 58 300 | 90,52 | 2 470 | 109,95 | |||
2025-08-14 | 13F | Citadel Advisors Llc | 67 503 | 2 859 | ||||||
2025-07-30 | 13F | Bcm Advisors, Llc | 1 291 409 | 0,60 | 56 267 | 12,94 | ||||
2025-07-23 | 13F | Abel Hall, LLC | 183 571 | −0,56 | 7 776 | 9,58 | ||||
2025-08-06 | 13F | Rialto Wealth Management, LLC | 14 912 | 0,00 | 632 | 10,12 | ||||
2025-08-12 | 13F | Triune Financial Partners, LLC | 11 616 | 492 | ||||||
2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 411 806 | −28,54 | 17 444 | −21,25 | ||||
2025-08-14 | 13F | Colony Group, LLC | 2 336 891 | 16,03 | 98 991 | 27,86 | ||||
2025-05-13 | 13F | Neuberger Berman Group LLC | 0 | −100,00 | 0 | |||||
2025-07-07 | 13F | Kings Path Partners LLC | 2 352 | 0,09 | 100 | 10,00 | ||||
2025-07-25 | 13F | Apollon Financial, LLC | 21 724 | 920 | ||||||
2025-07-21 | 13F | West Financial Advisors, LLC | 70 | 0,00 | 3 | 0,00 | ||||
2025-08-14 | 13F | EP Wealth Advisors, Inc. | 10 764 | 26,01 | 456 | 38,72 | ||||
2025-08-14 | 13F | Two Sigma Investments, Lp | 127 900 | 5 418 | ||||||
2025-07-17 | 13F | Oceanside Advisors LLC | 33 174 | −0,16 | 1 405 | 10,02 | ||||
2025-07-15 | 13F | Highland Financial Advisors, LLC | 694 295 | 2,31 | 29 410 | 12,74 | ||||
2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 5 381 | 0,00 | 228 | 10,19 | ||||
2025-08-07 | 13F | Alpha Financial Advisors, LLC | 755 918 | −3,67 | 32 021 | 6,16 | ||||
2025-08-12 | 13F | FourThought Financial Partners, LLC | 5 439 | 0,06 | 230 | 10,58 | ||||
2025-08-14 | 13F | Smartleaf Asset Management LLC | 7 099 | −13,67 | 299 | −4,78 | ||||
2025-08-11 | 13F | Private Advisor Group, LLC | 178 402 | 2,39 | 7 557 | 12,84 | ||||
2025-07-16 | 13F | Spinnaker Investment Group, LLC | 2 111 792 | −4,79 | 89 456 | 4,91 | ||||
2025-08-04 | 13F | Live Oak Private Wealth LLC | 229 853 | 138,97 | 9 737 | 163,35 | ||||
2025-07-23 | 13F | Sax Wealth Advisors, Llc | 460 202 | 19,34 | 19 494 | 31,52 | ||||
2025-04-22 | 13F | Rappaport Reiches Capital Management, LLC | 1 069 342 | 5,67 | 41 106 | 0,32 | ||||
2025-08-08 | 13F | VeraBank, N.A. | 761 903 | 20,31 | 32 274 | 32,58 | ||||
2025-07-28 | 13F | Verisail Partners, LLC | 48 538 | 0,00 | 2 056 | 10,24 | ||||
2025-08-05 | 13F | Beckerman Institutional, LLC | 34 235 | −11,82 | 1 | 0,00 | ||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 422 | −68,88 | 18 | −67,31 | ||||
2025-07-24 | 13F | WMG Financial Advisors, LLC | 11 846 | 0,00 | 502 | 10,11 | ||||
2025-08-07 | 13F | Aegis Wealth Management LLC | 161 245 | 0,00 | 6 198 | 0,00 | ||||
2025-08-14 | 13F | DecisionPoint Financial, LLC | 13 590 | 0,01 | 576 | 10,34 | ||||
2025-04-14 | 13F | Black Point Wealth Management | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 7 490 | −15,05 | 322 | −5,03 | ||||
2025-07-23 | 13F | Hardy Reed LLC | 140 471 | −0,06 | 5 950 | 10,14 | ||||
2025-08-18 | 13F | Geneos Wealth Management Inc. | 11 448 | 3,90 | 485 | 14,42 | ||||
2025-07-28 | 13F | Axxcess Wealth Management, Llc | 130 454 | −13,65 | 5 526 | −4,84 | ||||
2025-07-18 | 13F | Parsons Capital Management Inc/ri | 5 831 | −8,98 | 247 | 0,41 | ||||
2025-07-17 | 13F | SC&H Financial Advisors, Inc. | 812 484 | 4,47 | 34 417 | 15,13 | ||||
2025-07-16 | 13F | Signature Resources Capital Management, LLC | 113 839 | −1,04 | 4 822 | 9,05 | ||||
2025-07-28 | 13F | Morris Financial Concepts, Inc. | 13 344 | −0,41 | 565 | 9,71 | ||||
2025-07-10 | 13F | Sterling Financial Group, Inc. | 91 296 | −0,99 | 3 867 | 9,11 | ||||
2025-07-14 | 13F | Parkshore Wealth Management, Inc. | 47 264 | −6,47 | 2 002 | 3,09 | ||||
2025-07-21 | 13F | Barrett & Company, Inc. | 17 394 | −1,68 | 737 | 8,24 | ||||
2025-07-30 | 13F | Jackson Thornton Asset Management, Llc | 304 744 | 0,86 | 13 000 | 19,26 | ||||
2025-08-07 | 13F | Allworth Financial LP | 3 813 798 | 18,90 | 161 552 | 34,31 | ||||
2025-08-13 | 13F | Baird Financial Group, Inc. | 198 905 | 92,91 | 8 426 | 112,59 | ||||
2025-07-31 | 13F | Buckingham Strategic Partners | 2 074 570 | 118,57 | 87 879 | 140,86 | ||||
2025-07-11 | 13F | Physician Wealth Solutions Inc. | 648 830 | 6,94 | 27 484 | 17,85 | ||||
2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 216 958 | 1,19 | 9 190 | 11,52 | ||||
2025-07-18 | 13F | Arcadia Wealth Management, LLC | 0 | −100,00 | 0 | |||||
2025-07-17 | 13F | Mattern Wealth Management LLC | 149 226 | 2,26 | 6 321 | 12,69 | ||||
2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 149 | 0,00 | 6 | 20,00 | ||||
2025-07-17 | 13F | Willow Creek Wealth Management Inc. | 367 975 | 6,58 | 15 587 | 17,45 | ||||
2025-08-06 | 13F | Prodigy Asset Management LLC | 137 617 | 4,92 | 5 829 | 15,61 | ||||
2025-08-13 | 13F | Legacy Capital Wealth Partners, LLC | 62 827 | 2 661 | ||||||
2025-07-24 | 13F | Wealth Advisors Northwest LLC | 168 837 | 7,09 | 7 152 | 18,00 | ||||
2025-08-08 | 13F | Creative Planning | 674 545 | −0,03 | 28 574 | 10,17 | ||||
2025-07-22 | 13F | Yardley Wealth Management LLC | 732 989 | 1,95 | 31 | 14,81 | ||||
2025-07-03 | 13F | Fiduciary Financial Group, Llc | 100 686 | 3,65 | 4 271 | 22,38 | ||||
2025-08-14 | 13F | Warren Averett Asset Management, LLC | 127 626 | 137,20 | 5 406 | 161,41 | ||||
2025-08-13 | 13F | M Holdings Securities, Inc. | 225 193 | 9 | ||||||
2025-07-17 | 13F | Heritage Investment Group, Inc. | 514 569 | 2,62 | 21 797 | 13,08 | ||||
2025-08-04 | 13F | Hutchinson Capital Management/ca | 244 363 | 21,76 | 10 351 | 34,18 | ||||
2025-07-09 | 13F | Krilogy Financial LLC | 1 616 979 | 3,60 | 68 495 | 14,17 | ||||
2025-05-15 | 13F | IronBridge Private Wealth, LLC | 0 | −100,00 | 0 | |||||
2025-08-11 | 13F | Cascade Wealth Advisors, Inc | 43 365 | 1 893 | ||||||
2025-08-14 | 13F | UBS Group AG | 432 609 | −3,86 | 18 325 | 5,95 | ||||
2025-07-23 | 13F | Seamount Financial Group Inc | 81 197 | 7,09 | 3 440 | 18,02 | ||||
2025-08-12 | 13F | Change Path, LLC | 119 796 | 0,40 | 5 075 | 10,64 | ||||
2025-05-14 | 13F | Ameriprise Financial Inc | 0 | −100,00 | 0 | |||||
2025-08-05 | 13F | Magnolia Capital Advisors Llc | 113 174 | 37,57 | 4 794 | 51,61 | ||||
2025-08-12 | 13F | Martin Worley Group | 223 965 | 0,88 | 9 487 | 11,17 | ||||
2025-08-06 | 13F | North Capital, Inc. | 264 614 | 0,10 | 11 209 | 10,31 | ||||
2025-07-24 | 13F | Ronald Blue Trust, Inc. | 7 711 | −11,02 | 327 | −2,10 | ||||
2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 24 350 | 0,00 | 1 031 | 10,15 | ||||
2025-08-14 | 13F | Integrated Wealth Concepts LLC | 268 549 | −4,51 | 11 376 | 5,22 | ||||
2025-07-25 | 13F | Evolution Advisers, Inc. | 1 699 | 0,00 | 0 | |||||
2025-08-14 | 13F | Fmr Llc | 11 700 | 11,67 | 496 | 23,13 | ||||
2025-08-06 | 13F | Cloud Capital Management, LLC | 0 | −100,00 | 0 | |||||
2025-08-15 | 13F | Keel Point, LLC | 36 048 | −2,16 | 1 527 | 7,77 | ||||
2025-08-12 | 13F | Legacy Financial Group, Inc. | 327 699 | 5,39 | 13 881 | 16,15 | ||||
2025-07-29 | 13F | Level Wealth Management LLC | 142 372 | 0,23 | 6 031 | 10,44 | ||||
2025-07-29 | 13F | Wealthstream Advisors, Inc. | 6 561 | 0,00 | 278 | 9,92 | ||||
2025-07-25 | 13F | Ruedi Wealth Management, Inc. | 9 464 | 0,02 | 401 | 10,19 | ||||
2025-07-22 | 13F | My Personal CFO, LLC | 159 831 | 19,09 | 6 770 | 31,25 | ||||
2025-08-14 | 13F | Ieq Capital, Llc | 55 163 | 0,17 | 2 337 | 10,40 | ||||
2025-07-10 | 13F | ARS Wealth Advisors Group, LLC | 5 960 | 0,00 | 252 | 10,04 | ||||
2025-07-18 | 13F | Parkwoods Wealth Partners, LLC | 5 407 | 229 | ||||||
2025-07-25 | 13F | RHS Financial, LLC | 7 350 | −14,04 | 311 | −5,18 | ||||
2025-08-14 | 13F | GWM Advisors LLC | 58 856 | 6,85 | 2 493 | 17,76 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | Put | 0 | −100,00 | 0 | ||||
2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 26 850 | 25,16 | 1 | |||||
2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 431 | 0,00 | 18 | 12,50 | ||||
2025-05-08 | 13F | Private Advisory Group LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-05 | 13F | Allodium Investment Consultants, LLC | 19 856 | 10,21 | 841 | 21,53 | ||||
2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 21 297 | 902 | ||||||
2025-07-11 | 13F | Quad-Cities Investment Group, LLC | 119 399 | 4,70 | 5 058 | 15,38 | ||||
2025-07-17 | 13F | Sound Income Strategies, LLC | 101 | 0,00 | 4 | 33,33 | ||||
2025-07-21 | 13F | Ameritas Advisory Services, LLC | 12 | 1 | ||||||
2025-08-13 | 13F | Momentous Wealth Management, Inc. | 5 252 | −3,49 | 222 | 6,22 | ||||
2025-07-22 | 13F | Beacon Financial Advisory LLC | 12 692 | −20,31 | 538 | −12,25 | ||||
2025-08-04 | 13F | Waterfront Wealth Inc. | 99 758 | 2,98 | 4 226 | 13,48 | ||||
2025-07-29 | 13F | Sincerus Advisory, LLC | 34 511 | −0,97 | 1 509 | 12,70 | ||||
2025-07-10 | 13F | Waypoint Wealth Partners Inc. | 16 150 | 684 | ||||||
2025-08-13 | 13F | Virtue Capital Management, LLC | 0 | −100,00 | 0 | |||||
2025-07-29 | 13F | BKD Wealth Advisors, LLC | 376 909 | −25,16 | 15 966 | −17,53 | ||||
2025-07-30 | 13F | Forum Financial Management, LP | 36 402 | −0,02 | 1 542 | 10,15 | ||||
2025-08-15 | 13F | Captrust Financial Advisors | 45 782 | 5,75 | 1 939 | 16,53 | ||||
2025-08-13 | 13F | Rsm Us Wealth Management Llc | 56 414 | 2 390 | ||||||
2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 14 802 | −8,15 | 627 | 1,29 | ||||
2025-08-11 | 13F | Pinnacle Financial Group, LLC / IL | 51 507 | −19,44 | 2 182 | −11,23 | ||||
2025-08-14 | 13F | Clarity Capital Advisors, LLC | 304 622 | 3,93 | 12 904 | 14,52 | ||||
2025-07-11 | 13F | Ullmann Financial Group, Inc. | 9 836 | 0,22 | 417 | 10,34 | ||||
2025-08-08 | 13F | Cetera Investment Advisers | 769 987 | 118,98 | 32 617 | 141,31 | ||||
2025-07-15 | 13F | Evanson Asset Management, LLC | 12 945 | −56,04 | 548 | −51,59 | ||||
2025-07-31 | 13F | Wealthfront Advisers Llc | 21 000 | −49,28 | 890 | −44,12 | ||||
2025-08-08 | 13F | Schwarz Dygos Wheeler Investment Advisors Llc | 617 878 | 9,20 | 26 173 | 20,34 | ||||
2025-07-24 | 13F | Vantage Point Financial LLC | 91 245 | 0,56 | 3 865 | 10,84 | ||||
2025-07-31 | 13F | Heirloom Wealth Management | 151 944 | 5,70 | 6 436 | 16,49 | ||||
2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 19 208 | −16,12 | 814 | −7,61 | ||||
2025-07-10 | 13F | Pacific Asset Management, LLC | 199 480 | 1,15 | 8 450 | 11,46 | ||||
2025-08-14 | 13F | Stifel Financial Corp | 583 460 | −0,60 | 24 715 | 9,54 | ||||
2025-08-14 | 13F | Envision Financial Planning, LLC | 493 050 | −0,33 | 20 886 | 9,83 | ||||
2025-07-22 | 13F | Hill Island Financial Llc | 1 253 779 | −2,47 | 53 110 | 7,47 | ||||
2025-08-01 | 13F | Gwn Securities Inc. | 10 806 | −43,85 | 458 | −38,16 | ||||
2025-07-31 | 13F | Curio Wealth, Llc | 823 273 | 195 451,78 | 34 874 | 13,57 | ||||
2025-07-16 | 13F | BOS Asset Management, LLC | 5 168 | 219 | ||||||
2025-07-24 | 13F | Riverchase Wealth Management, Llc | 8 294 | 0,25 | 351 | 10,38 | ||||
2025-08-12 | 13F | Quadcap Wealth Management, LLC | 15 405 | 653 | ||||||
2025-07-29 | 13F | Arista Wealth Management, LLC | 2 003 960 | 1,45 | 84 888 | 11,79 | ||||
2025-08-13 | 13F | Annandale Capital, LLC | 11 932 | 4,12 | 1 | |||||
2025-08-12 | 13F | Lionshead Wealth Management, LLC | 33 217 | −26,08 | 1 407 | −18,53 | ||||
2025-08-14 | 13F | Navigoe, LLC | 250 392 | 8,86 | 11 | 25,00 | ||||
2025-08-14 | 13F | Ancora Advisors, LLC | 67 445 | −7,38 | 2 857 | 2,04 | ||||
2025-08-19 | 13F | Asset Dedication, LLC | 10 772 | −89,80 | 456 | −88,77 | ||||
2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 5 893 | 0,26 | 250 | 10,67 | ||||
2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 164 298 | 5,01 | 6 960 | 15,71 | ||||
2025-07-28 | 13F | Patten & Patten Inc/tn | 11 718 | −9,25 | 496 | 0,00 | ||||
2025-07-08 | 13F | Zrc Wealth Management, Llc | 69 328 | 16,25 | 2 937 | 28,10 | ||||
2025-07-25 | 13F | Concord Asset Management, LLC/VA | 54 416 | 2 305 | ||||||
2025-07-31 | 13F | Warburton Capital Management, LLC | 10 890 | 28,43 | 0 | |||||
2025-04-17 | 13F | BCU Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-07-09 | 13F | Emprise Bank | 5 553 | 0,00 | 235 | 10,33 | ||||
2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 8 826 | −4,45 | 372 | 6,29 | ||||
2025-05-07 | 13F | WMS Partners, LLC | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 2 480 | −53,67 | 105 | −48,78 | ||||
2025-08-01 | 13F | Liberty Wealth Management Llc | 828 196 | 1,68 | 35 082 | 12,05 | ||||
2025-07-10 | 13F | Shira Ridge Wealth Management | 513 147 | −2,37 | 21 737 | 7,58 | ||||
2025-05-06 | 13F | Avantax Advisory Services, Inc. | 0 | −100,00 | 0 | |||||
2025-08-11 | 13F | Diversified Portfolios, Inc. | 176 732 | −3,06 | 7 486 | 6,82 | ||||
2025-07-25 | 13F | Investment Advisory Group, LLC | 22 416 | 0,68 | 950 | 10,99 | ||||
2025-05-14 | 13F | Summit Financial Wealth Advisors, LLC | 15 015 | 0,00 | 577 | −7,09 | ||||
2025-07-30 | 13F | First Citizens Bank & Trust Co | 56 332 | 0,00 | 2 386 | 10,21 | ||||
2025-08-13 | 13F | Solutions 4 Wealth, Ltd | 21 378 | 0,00 | 906 | 10,23 | ||||
2025-08-13 | 13F | Forthright Family Wealth Advisory LLC | 34 267 | −0,22 | 1 452 | 9,92 | ||||
2025-07-22 | 13F | Aquire Wealth Advisors, LLC | 3 461 789 | −7,86 | 146 641 | 1,53 | ||||
2025-07-10 | 13F | Cypress Point Wealth Management, LLC | 125 125 | −24,22 | 5 300 | −16,48 | ||||
2025-08-06 | 13F | AE Wealth Management LLC | 2 511 824 | 13,74 | 106 401 | 25,34 | ||||
2025-07-24 | 13F | Grand Wealth Management, Llc | 1 031 | −62,11 | 44 | −58,65 | ||||
2025-07-31 | 13F | Washington Trust Advisors, Inc. | 31 777 | −9,19 | 1 346 | 0,07 | ||||
2025-07-16 | 13F | Moisand Fitzgerald Tamayo, LLC | 1 075 | 0,00 | 46 | 9,76 | ||||
2025-08-06 | 13F | Valued Wealth Advisors LLC | 833 680 | 7,10 | 35 315 | 18,02 |