Grundläggande statistik
| Institutionella ägare | 452 total, 452 long only, 0 short only, 0 long/short - change of 6,60% MRQ |
| Genomsnittlig portföljallokering | 1.5392 % - change of −0,39% MRQ |
| Institutionella aktier (lång) | 164 149 650 (ex 13D/G) - change of 6,13MM shares 3,88% MRQ |
| Institutionellt värde (lång) | $ 4 635 714 USD ($1000) |
Institutionellt ägande och aktieägare
Dimensional ETF Trust - Dimensional Emerging Markets Core Equity 2 ETF (US:DFEM) har 452 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 164,149,650 aktier. Största aktieägare inkluderar Forum Financial Management, LP, CI Private Wealth, LLC, Colony Group, LLC, Buckingham Strategic Partners, Sequoia Financial Advisors, LLC, Truepoint, Inc., HighTower Advisors, LLC, Parcion Private Wealth LLC, Asset Dedication, LLC, and Evensky & Katz LLC .
Dimensional ETF Trust - Dimensional Emerging Markets Core Equity 2 ETF (ARCA:DFEM) 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 31,97 / share. Previously, on September 13, 2024, the share price was 26,74 / share. This represents an increase of 19,56% over that period.
Fondsentimentets poäng
Fondsentimentet poängen(fka Ägarackumulation-poäng) visar vilka aktier som är mest köpta av fonder. Det är resultatet av en sofistikerad kvantitativ flerfaktormodell som identifierar företag med de högsta nivåerna av institutionell ackumulering. Poängsättningsmodellen använder en kombination av den totala ökningen av redovisade ägare, förändringarna i portföljallokeringarna för dessa ägare och andra mått. Siffran sträcker sig från 0 till 100, där högre siffror indikerar en högre nivå av ackumulering i förhållande till sina konkurrenter, och 50 är genomsnittet.
Uppdateringsfrekvens: Dagligen
Se Ownership Explorer, som innehåller en lista över de högst rankade företagen.
Institutionell sälj/köp-kvot
Förutom att rapportera vanliga eget kapital- och skuldemissioner måste institutioner med mer än 100MM tillgångar under förvaltning också avslöja sina innehav av sälj- och köpoptioner. Eftersom säljoptioner i allmänhet indikerar ett negativt sentiment och köpoptioner indikerar ett positivt sentiment, kan vi få en uppfattning om det övergripande institutionella sentimentet genom att plotta förhållandet mellan säljoptioner och köpoptioner. Diagrammet till höger visar det historiska förhållandet mellan sälj- och köpoptioner för detta instrument.
Genom att använda sälj/köp-kvoten som en indikator på aktieägarnas sentiment undviker man en av de största bristerna med att använda det totala institutionella ägandet, nämligen att en betydande del av de förvaltade tillgångarna investeras passivt för att följa index. Passivt förvaltade fonder köper vanligtvis inte optioner, så indikatorn för sälj/köp-kvoten ger en bättre bild av stämningen i aktivt förvaltade fonder.
13F- och NPORT-arkiveringar
Detaljer om 13F-arkiveringar är gratis. Detaljer om NP-arkiveringar kräver ett premiummedlemskap. Gröna rader indikerar nya positioner. Röda rader indikerar stängda positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
Uppgradera
för att låsa upp premiumdata och exportera till Excel 
.
| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-29 | 13F | Private Wealth Management Group, LLC | 514 321 | 4,54 | 15 265 | 17,26 | ||||
| 2025-07-30 | 13F | Citizens & Northern Corp | 6 890 | −8,86 | 204 | 2,00 | ||||
| 2025-07-23 | 13F | Quarry Hill Advisors, Llc | 219 033 | −5,28 | 6 501 | 6,24 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 59 551 | 20,63 | 1 767 | 35,30 | ||||
| 2025-08-05 | 13F | Integrity Financial Corp /WA | 110 | 0,00 | 3 | 50,00 | ||||
| 2025-08-07 | 13F | Evoke Wealth, Llc | 7 600 | 0,00 | 226 | 11,94 | ||||
| 2025-08-08 | 13F | Your Advocates Ltd., LLP | 881 412 | −2,04 | 26 160 | 9,88 | ||||
| 2025-07-14 | 13F | Shearwater Capital LLC | 78 110 | −1,05 | 2 318 | 11,02 | ||||
| 2025-07-28 | 13F | RCS Financial Planning, LLC | 164 558 | 33,40 | 4 884 | 49,63 | ||||
| 2025-07-22 | 13F | Awm Capital, Llc | 1 723 511 | 29,02 | 51 154 | 44,72 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 142 347 | 12,44 | 4 225 | 26,13 | ||||
| 2025-07-29 | 13F | Fundamentun, Llc | 633 796 | 0,93 | 18 811 | 13,22 | ||||
| 2025-08-14 | 13F | Essential Planning, LLC. | 22 431 | 42,10 | 666 | 59,47 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 965 303 | 5,23 | 28 650 | 18,03 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 20 756 | 78,29 | 616 | 99,68 | ||||
| 2025-07-09 | 13F | Shore Point Advisors, LLC | 76 943 | 6,24 | 2 284 | 19,15 | ||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 15 815 | −34,36 | 469 | −26,37 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 164 283 | −21,81 | 4 876 | −12,30 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 18 455 | 94,96 | 548 | 118,80 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 8 600 | 255 | ||||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 5 769 | 0,00 | 171 | 27,61 | ||||
| 2025-07-03 | 13F | Higgins & Schmidt Wealth Strategies LLC | 16 536 | 491 | ||||||
| 2025-07-21 | 13F | Sageworth Trust Co | 546 668 | 2,35 | 16 225 | 14,81 | ||||
| 2025-08-07 | 13F | Nwam Llc | 28 779 | 103,24 | 867 | 131,82 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Hoxton Planning & Management, LLC | 8 514 | 0,00 | 253 | 12,00 | ||||
| 2025-07-07 | 13F | Discipline Wealth Solutions, LLC | 308 542 | 7,31 | 9 158 | 20,38 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 14 640 | −37,95 | 435 | −30,45 | ||||
| 2025-07-31 | 13F | Topsail Wealth Management, LLC | 711 | 0,00 | 21 | 16,67 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 24 991 | 6,56 | 742 | 19,52 | ||||
| 2025-07-14 | 13F | Financial Harvest, LLC | 191 661 | 5 688 | ||||||
| 2025-07-29 | 13F | Lutz Financial Services LLC | 220 968 | 2,61 | 6 558 | 15,11 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 86 417 | −1,84 | 2 565 | 10,09 | ||||
| 2025-07-17 | 13F | Porter White Investment Advisors, Inc. | 124 690 | −3,60 | 3 701 | 8,12 | ||||
| 2025-07-15 | 13F | Great Oak Capital Partners, Llc | 1 095 851 | 6,58 | 32 667 | 25,33 | ||||
| 2025-07-25 | 13F | Lion Street Advisors, LLC | 33 135 | 1,23 | 983 | 13,51 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 4 632 242 | 10,09 | 137 485 | 23,48 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 21 543 | −1,26 | 639 | 10,75 | ||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 140 347 | −9,06 | 4 165 | 2,01 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 14 148 | 0,31 | 420 | 12,33 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 11 658 | 1,06 | 346 | 13,44 | ||||
| 2025-07-15 | 13F | Family Wealth Partners, Llc | 313 353 | 2,20 | 9 300 | 14,63 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 940 470 | −33,79 | 27 913 | −25,73 | ||||
| 2025-08-21 | 13F | Aveo Capital Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 56 430 | 0,43 | 1 675 | 12,65 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 3 684 937 | −17,66 | 109 369 | −7,65 | ||||
| 2025-07-29 | 13F | AssuredPartners Investment Advisors, LLC | 32 136 | 3,66 | 954 | 16,22 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 610 154 | 10,66 | 18 109 | 24,13 | ||||
| 2025-08-12 | 13F | Rather & Kittrell, Inc. | 925 406 | 2,59 | 27 466 | 15,07 | ||||
| 2025-07-09 | 13F | Hiley Hunt Wealth Management | 235 591 | 2,72 | 6 962 | 13,93 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 53 223 | 11,74 | 1 580 | 25,32 | ||||
| 2025-07-17 | 13F | Symmetry Partners, LLC | 430 894 | 27,62 | 12 789 | 43,15 | ||||
| 2025-07-23 | 13F | Integris Wealth Management, LLC | 650 019 | 1,62 | 19 293 | 13,99 | ||||
| 2025-07-23 | 13F | Asset Planning Corporation | 62 949 | 17,30 | 1 868 | 31,55 | ||||
| 2025-08-15 | 13F | North Ridge Wealth Advisors, Inc. | 175 261 | −2,51 | 5 202 | 9,36 | ||||
| 2025-07-22 | 13F | SOL Capital Management CO | 12 365 | 0,82 | 0 | |||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 27 684 | 0,49 | 1 | |||||
| 2025-08-11 | 13F | Morling Financial Advisors, LLC | 14 946 | 3,40 | 444 | 15,97 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 2 433 | 0,62 | 72 | 14,29 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 344 | 54,26 | 10 | 100,00 | ||||
| 2025-07-23 | 13F | REAP Financial Group, LLC | 1 | 0 | ||||||
| 2025-07-08 | 13F | Apella Capital, LLC | 1 359 330 | 0,09 | 40 168 | 18,36 | ||||
| 2025-07-31 | 13F | Core Wealth Management, Inc. | 44 264 | −14,43 | 1 314 | −4,02 | ||||
| 2025-08-01 | 13F | Red Lighthouse Investment Management, Llc | 37 183 | 15,95 | 1 104 | 35,01 | ||||
| 2025-08-06 | 13F | Entrewealth, Llc | 50 747 | −43,56 | 1 506 | −36,70 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 187 758 | 150,75 | 5 573 | 181,27 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 683 643 | 1,86 | 20 291 | 14,26 | ||||
| 2025-07-11 | 13F | Rockwood Wealth Management, LLC | 1 611 248 | −1,54 | 47 822 | 10,44 | ||||
| 2025-07-25 | 13F | Hemington Wealth Management | 773 826 | 5,35 | 23 | 15,79 | ||||
| 2025-07-29 | 13F | Schubert & Co | 38 384 | 1 139 | ||||||
| 2025-07-18 | 13F | Truist Financial Corp | 182 266 | 0,66 | 5 410 | 12,90 | ||||
| 2025-08-08 | 13F | W.H. Cornerstone Investments Inc. | 94 613 | 15,37 | 2 808 | 29,46 | ||||
| 2025-04-14 | 13F | Greenspring Advisors, LLC | 348 782 | 5,11 | 9 229 | 6,19 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 36 705 | −56,43 | 1 089 | −51,14 | ||||
| 2025-07-03 | 13F | Lam Group, Inc. | 15 030 | −3,68 | 446 | 8,25 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 30 419 | 6,59 | 903 | 19,60 | ||||
| 2025-07-08 | 13F | Peirce Capital Management, LLC | 480 172 | −2,04 | 14 252 | 9,89 | ||||
| 2025-07-21 | 13F | Kennebec Savings Bank | 1 125 | 0,00 | 33 | 13,79 | ||||
| 2025-07-30 | 13F | Gables Capital Management Inc. | 287 | 9 | ||||||
| 2025-07-29 | 13F | Angeles Wealth Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 524 097 | 16,07 | 15 555 | 30,21 | ||||
| 2025-08-14 | 13F | Comerica Bank | 926 | −2,01 | 27 | 8,00 | ||||
| 2025-07-14 | 13F | Conrad Siegel Investment Advisors, Inc. | 15 341 | 455 | ||||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 120 601 | 69,21 | 3 579 | 89,87 | ||||
| 2025-07-10 | 13F | Hurlow Wealth Management Group, Inc. | 148 270 | 84,48 | 4 401 | 106,96 | ||||
| 2025-07-15 | 13F | Kraft Asset Management, Llc | 16 360 | −34,70 | 486 | −26,74 | ||||
| 2025-08-11 | 13F | Mosaic Family Wealth Partners, Llc | 1 061 221 | −1,12 | 31 497 | 10,92 | ||||
| 2025-08-13 | 13F | United Wealth Management, LLC | 261 685 | 0,44 | 7 767 | 12,67 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 44 054 | −5,96 | 1 353 | 6,46 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 59 430 | −14,62 | 1 764 | −4,24 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 38 329 | 0,04 | 1 138 | 12,24 | ||||
| 2025-07-24 | 13F | Drucker Wealth 3.0, LLC | 17 011 | 111,84 | 506 | 138,68 | ||||
| 2025-08-11 | 13F | Foundation Wealth Management, LLC\PA | 258 032 | 7,91 | 7 658 | 21,06 | ||||
| 2025-08-12 | 13F | Passive Capital Management, LLC. | 196 390 | 7,18 | 5 845 | 20,54 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 2 706 | 80 | ||||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 201 018 | 70,48 | 5 966 | 91,22 | ||||
| 2025-07-18 | 13F | Liberty Capital Management, Inc. | 50 474 | 5,87 | 1 498 | 18,79 | ||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 37 483 | −1,21 | 1 112 | 10,87 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 49 806 | 43,38 | 1 478 | 60,83 | ||||
| 2025-07-30 | 13F | Bayshore Asset Management, Llc | 21 733 | 645 | ||||||
| 2025-07-29 | 13F | Werba Rubin Papier Wealth Management | 17 886 | 531 | ||||||
| 2025-07-15 | 13F | Total Wealth Planning, Llc | 1 818 416 | 4,00 | 53 971 | 16,65 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 11 512 | 50,42 | 342 | 68,81 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 215 578 | 15,72 | 6 398 | 29,80 | ||||
| 2025-07-28 | 13F | Strategent Financial, LLC | 40 634 | 60,95 | 1 206 | 80,54 | ||||
| 2025-08-12 | 13F | Putnam Fl Investment Management Co | 38 129 | −32,53 | 1 132 | −24,35 | ||||
| 2025-08-14 | 13F | C M Bidwell & Associates Ltd | 6 390 | 0,00 | 190 | 11,83 | ||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 16 306 | −0,58 | 431 | 0,47 | ||||
| 2025-04-17 | 13F | Life Planning Partners, Inc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-18 | 13F | Heritage Financial Services, LLC | 1 826 125 | −1,92 | 54 199 | 10,01 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 14 093 | 418 | ||||||
| 2025-07-02 | 13F | Helen Stephens Group, LLC | 92 581 | 62,77 | 2 748 | 82,65 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 430 714 | 6,40 | 13 | 20,00 | ||||
| 2025-08-04 | 13F | Arcadia Wealth Management, Inc. | 141 371 | 6,13 | 4 196 | 19,04 | ||||
| 2025-07-30 | 13F | Clune & Associates, Ltd. | 170 334 | 13,27 | 5 056 | 27,04 | ||||
| 2025-07-31 | 13F | Optimum Investment Advisors | 120 | 0,00 | 4 | 0,00 | ||||
| 2025-07-16 | 13F | Squire Investment Management Company, LLC | 418 607 | 7,78 | 12 424 | 20,90 | ||||
| 2025-07-23 | 13F | Austin Asset Management Co Inc | 68 275 | 43,83 | 2 026 | 61,31 | ||||
| 2025-08-11 | 13F | von Borstel & Associates, Inc. | 510 350 | 2,19 | 15 | 15,38 | ||||
| 2025-07-29 | 13F | Kondo Wealth Advisors, Inc. | 415 646 | 5,20 | 12 370 | 18,32 | ||||
| 2025-08-01 | 13F | SwitchPoint Financial Planning, LLC | 232 004 | −8,51 | 6 886 | 2,62 | ||||
| 2025-08-12 | 13F | Burk Holdings LLC | 286 395 | 8,37 | 8 500 | 21,57 | ||||
| 2025-07-07 | 13F | Schulz Wealth, LTD. | 13 672 | 0,00 | 406 | 12,19 | ||||
| 2025-08-08 | 13F | Pinney & Scofield, Inc. | 49 840 | 2,48 | 1 479 | 15,01 | ||||
| 2025-07-23 | 13F | HTG Investment Advisors, Inc. | 278 907 | −5,53 | 8 278 | 5,97 | ||||
| 2025-06-26 | NP | DFAW - Dimensional World Equity ETF | 2 006 480 | 16,07 | 53 332 | 17,67 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 4 289 | 127 | ||||||
| 2025-07-17 | 13F | Sterling Wealth Advisors Inc | 28 307 | 3,51 | 844 | 16,60 | ||||
| 2025-07-18 | 13F | Client 1st Advisory Group, Llc | 212 405 | −5,44 | 6 304 | 6,07 | ||||
| 2025-07-14 | 13F | Brady Martz Wealth Solutions, LLC | 316 458 | 31,26 | 9 392 | 47,23 | ||||
| 2025-08-04 | 13F | Syverson Strege & Co | 819 222 | 24,27 | 24 314 | 39,39 | ||||
| 2025-07-15 | 13F | Vestment Financial LLC | 189 554 | −41,46 | 5 656 | −34,48 | ||||
| 2025-07-18 | 13F | Naples Global Advisors, Llc | 9 384 | 0,00 | 279 | 12,10 | ||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 1 115 676 | 3,02 | 33 113 | 15,56 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 586 925 | 2,80 | 17 420 | 15,31 | ||||
| 2025-07-18 | 13F | PBMares Wealth Management LLC | 225 659 | 21,63 | 6 698 | 36,42 | ||||
| 2025-08-08 | 13F | Keyvantage Wealth, Llc | 258 540 | 3,93 | 7 673 | 16,58 | ||||
| 2025-07-23 | 13F | First Financial Group Corp | 28 535 | 55,80 | 847 | 73,72 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 948 376 | 102,83 | 28 148 | 127,51 | ||||
| 2025-08-05 | 13F | WorthPointe, LLC | 7 568 | −5,14 | 225 | 6,16 | ||||
| 2025-07-17 | 13F | CogentBlue Wealth Advisors, LLC | 97 587 | 3,20 | 2 896 | 15,79 | ||||
| 2025-07-17 | 13F | Oakworth Capital, Inc. | 0 | −100,00 | 0 | |||||
| 2025-09-03 | 13F | Ballentine Capital Advisors, Inc | 527 071 | −0,00 | 15 643 | 12,17 | ||||
| 2025-07-18 | 13F | BCO Wealth Management LLC | 237 235 | 4,04 | 7 041 | 16,71 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 63 740 | 0,91 | 1 916 | 14,66 | ||||
| 2025-07-28 | 13F | Disciplined Equity Management, Inc. | 8 560 | 8,49 | 254 | 22,12 | ||||
| 2025-09-09 | 13F | Cambridge Financial Group, LLC | 510 656 | 1,48 | 15 156 | 13,79 | ||||
| 2025-07-14 | 13F | Enzi Wealth | 197 365 | −1,25 | 5 883 | 10,87 | ||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 158 762 | 2,82 | 4 712 | 15,35 | ||||
| 2025-04-30 | 13F | Valeo Financial Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Delap Wealth Advisory, Llc | 350 705 | −3,50 | 10 409 | 8,24 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 1 550 355 | 49,40 | 46 015 | 67,59 | ||||
| 2025-08-01 | 13F | JDH Wealth Management, LLC | 90 304 | −24,97 | 2 680 | −15,83 | ||||
| 2025-07-09 | 13F | GEM Asset Management, LLC | 19 376 | −59,75 | 573 | −55,38 | ||||
| 2025-07-29 | 13F | Straight Path Wealth Management | 388 018 | 10,71 | 11 516 | 24,19 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | SJS Investment Consulting Inc. | 124 361 | −3,78 | 3 691 | 7,96 | ||||
| 2025-07-16 | 13F | Vestia Personal Wealth Advisors | 139 941 | 4,35 | 4 153 | 16,99 | ||||
| 2025-07-23 | 13F | HMV Wealth Advisors, LLC | 223 058 | 24,65 | 6 620 | 39,84 | ||||
| 2025-07-23 | 13F | Tcfg Wealth Management, Llc | 11 724 | −0,04 | 348 | 11,94 | ||||
| 2025-07-29 | 13F | Grunden Financial Advisory, Inc. | 36 590 | 23,69 | 1 086 | 38,75 | ||||
| 2025-08-11 | 13F | Rockbridge Investment Management, LCC | 910 315 | 6,18 | 27 018 | 19,10 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 432 861 | 301,45 | 12 847 | 350,30 | ||||
| 2025-08-08 | 13F | MTM Investment Management, LLC | 2 577 | 76 | ||||||
| 2025-08-05 | 13F | Sensible Money, LLC | 666 451 | 4,47 | 19 780 | 17,19 | ||||
| 2025-08-13 | 13F | Parkworth Wealth Management, Inc. | 120 549 | 1,54 | 3 578 | 13,88 | ||||
| 2025-07-15 | 13F | Bfsg, Llc | 430 970 | −0,76 | 12 791 | 11,32 | ||||
| 2025-08-13 | 13F | American Investment Services, Inc. | 244 794 | 2,17 | 7 265 | 14,61 | ||||
| 2025-08-13 | 13F | Balance Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Triad Wealth Partners, LLC | 12 840 | 381 | ||||||
| 2025-08-01 | 13F | SYM FINANCIAL Corp | 7 587 | 0,04 | 225 | 12,50 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 7 255 | 215 | ||||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 9 022 | 0,00 | 268 | 12,18 | ||||
| 2025-08-14 | 13F | Seven Mile Advisory | 14 820 | 0,00 | 440 | 11,99 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 2 084 | −14,97 | 62 | −4,69 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 11 214 | −13,06 | 333 | −2,64 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 12 691 | 13,77 | 377 | 27,46 | ||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 10 657 | 12,75 | 316 | 26,40 | ||||
| 2025-07-03 | 13F | Trust Co of the South | 315 668 | 37,01 | 9 369 | 53,69 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Brown Advisory Inc | 38 666 | −11,45 | 1 148 | −0,69 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 20 747 | 21,96 | 616 | 36,67 | ||||
| 2025-07-21 | 13F | Sageworth Trust Co of South Dakota | 77 781 | 11,49 | 2 309 | 25,09 | ||||
| 2025-08-06 | 13F | New Dimensions Wealth Management, LLC | 390 571 | 1,77 | 11 577 | 14,00 | ||||
| 2025-08-14 | 13F | Betterment LLC | 812 552 | −7,35 | 24 | 4,35 | ||||
| 2025-08-07 | 13F | Timonier Family Office, LTD. | 261 513 | 14,42 | 7 762 | 28,34 | ||||
| 2025-07-31 | 13F | Planning Center, Inc. | 539 588 | 1,21 | 16 015 | 13,52 | ||||
| 2025-08-13 | 13F | Vermillion & White Wealth Management Group, LLC | 125 | 0,00 | 4 | 0,00 | ||||
| 2025-05-12 | 13F | Hantz Financial Services, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Kaufman Rossin Wealth, LLC | 321 614 | 7,74 | 9 545 | 20,85 | ||||
| 2025-07-18 | 13F | Fmb Wealth Management | 28 610 | −19,36 | 849 | −9,49 | ||||
| 2025-07-30 | 13F | Parcion Private Wealth LLC | 2 776 880 | −3,94 | 82 418 | 7,75 | ||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 6 108 | −6,56 | 181 | 5,23 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 202 993 | 114,45 | 6 025 | 140,58 | ||||
| 2025-07-22 | 13F | USAdvisors Wealth Management, LLC | 19 672 | 1,52 | 1 | |||||
| 2025-07-30 | 13F | EnRich Financial Partners LLC | 1 262 505 | 0,76 | 37 471 | 13,02 | ||||
| 2025-08-14 | 13F | Pine Harbor Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-18 | 13F | Edge Financial Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Investmark Advisory Group LLC | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Breakwater Capital Group | 33 732 | 1 001 | ||||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 98 688 | 857,67 | 2 929 | 976,84 | ||||
| 2025-07-17 | 13F | Elser Financial Planning, Inc | 983 024 | 29 535 | ||||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 5 134 | 88,54 | 152 | 114,08 | ||||
| 2025-08-06 | 13F | True Wealth Design, LLC | 16 092 | −5,92 | 478 | 5,53 | ||||
| 2025-07-16 | 13F | Plancorp, LLC | 524 434 | 283,27 | 15 565 | 329,97 | ||||
| 2025-07-17 | 13F | DiNuzzo Private Wealth, Inc. | 772 996 | −0,36 | 22 943 | 11,76 | ||||
| 2025-07-16 | 13F | Kooman & Associates | 972 671 | −0,24 | 28 869 | 11,90 | ||||
| 2025-08-07 | 13F | Guardian Partners Inc. | 423 818 | 0,57 | 12 727 | 18,25 | ||||
| 2025-08-05 | 13F | Clarity Wealth Development LLC | 188 021 | 2,63 | 5 580 | 14,60 | ||||
| 2025-07-30 | 13F | Studio Investment Management Llc | 224 160 | −0,17 | 6 653 | 11,98 | ||||
| 2025-07-18 | 13F | Meritas Wealth Management, LLC | 48 865 | −0,61 | 1 450 | 11,54 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 209 263 | 38,20 | 6 212 | 55,03 | ||||
| 2025-07-21 | 13F | Keb Asset Management, Llc | 478 251 | 7,40 | 14 194 | 20,46 | ||||
| 2025-08-05 | 13F | American Capital Advisory, LLC | 77 241 | 4,17 | 2 293 | 16,82 | ||||
| 2025-07-11 | 13F | Compass Ion Advisors, LLC | 9 419 | −17,29 | 280 | −7,31 | ||||
| 2025-08-05 | 13F | Hutchens & Kramer Investment Management Group, LLC | 140 055 | −1,19 | 4 168 | 11,15 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 52 433 | 6,41 | 1 556 | 19,42 | ||||
| 2025-07-24 | 13F | Morton Brown Family Wealth, LLC | 440 | 13 | ||||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 12 107 | −10,68 | 359 | 0,28 | ||||
| 2025-08-14 | 13F | Family Office Research LLC | 109 278 | −5,97 | 3 243 | 5,46 | ||||
| 2025-08-06 | 13F | Financial Alternatives, Inc | 57 259 | −0,87 | 1 699 | 11,19 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 11 632 | 0,07 | 345 | 12,38 | ||||
| 2025-08-06 | 13F | Longview Financial Advisors LLC | 179 461 | −1,19 | 5 326 | 10,84 | ||||
| 2025-08-12 | 13F | Hill Investment Group Partners, LLC | 1 455 808 | −9,53 | 43 208 | 1,48 | ||||
| 2025-08-08 | 13F | Altiora Financial Group, LLC | 43 378 | 2,80 | 1 287 | 15,32 | ||||
| 2025-07-09 | 13F | Seaside Wealth Management, Inc. | 932 988 | 2,96 | 27 691 | 15,49 | ||||
| 2025-07-14 | 13F | BetterWealth, LLC | 135 292 | −2,48 | 4 015 | 9,40 | ||||
| 2025-07-29 | 13F | Disciplined Investments, LLC | 19 296 | −13,59 | 573 | −3,05 | ||||
| 2025-07-22 | 13F | Evensky & Katz LLC | 2 420 202 | −0,66 | 72 | 10,94 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 299 078 | 1,24 | 9 | 14,29 | ||||
| 2025-07-15 | 13F | Level Financial Advisors, Inc. | 272 985 | 8,37 | 8 102 | 21,56 | ||||
| 2025-07-23 | 13F | Elevate Wealth Advisory, Inc | 42 | 0,00 | 1 | 0,00 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 91 006 | 2,48 | 2 701 | 14,99 | ||||
| 2025-08-14 | 13F | Eaton-Cambridge Inc. | 620 890 | 9,96 | 18 428 | 23,35 | ||||
| 2025-08-13 | 13F | RW Investment Management LLC | 1 835 977 | 3,10 | 54 492 | 15,65 | ||||
| 2025-07-24 | 13F | VanderPol Investments L.L.C. | 10 167 | −0,05 | 302 | 11,90 | ||||
| 2025-08-08 | 13F | Austin Wealth Management, LLC | 160 133 | −60,37 | 4 794 | −55,32 | ||||
| 2025-07-25 | 13F | BCR Wealth Strategies, LLC | 563 100 | 4,57 | 17 | 14,29 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 85 955 | 0,99 | 2 551 | 13,33 | ||||
| 2025-05-13 | 13F | Quadrant Capital Group Llc | 0 | −100,00 | 0 | |||||
| 2025-07-07 | 13F | Versant Capital Management, Inc | 200 345 | 13,16 | 5 946 | 26,94 | ||||
| 2025-07-14 | 13F | Maryland Capital Advisors Inc. | 5 401 | 0,00 | 160 | 12,68 | ||||
| 2025-07-11 | 13F | Andrews, Lucia Wealth Management Llc | 20 166 | 30,18 | 599 | 47,65 | ||||
| 2025-07-17 | 13F | Applied Capital LLC | 52 700 | −19,67 | 1 564 | −9,86 | ||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 38 675 | −2,09 | 1 170 | 11,96 | ||||
| 2025-08-12 | 13F | Lodestone Wealth Management LLC | 48 855 | −0,62 | 1 450 | 11,54 | ||||
| 2025-07-29 | 13F | Financial Symmetry Inc | 363 693 | 5,77 | 10 794 | 18,64 | ||||
| 2025-07-31 | 13F | Curio Wealth, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 0 | −100,00 | 0 | |||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 36 318 | 3,30 | 1 087 | 16,88 | ||||
| 2025-05-15 | 13F | Hrt Financial Lp | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 116 233 | −0,02 | 3 450 | 12,13 | ||||
| 2025-07-08 | 13F | Henrickson Nauta Wealth Advisors, Inc. | 373 566 | 11,06 | 11 087 | 33,77 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 40 754 | 15,33 | 1 210 | 28,48 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 38 | 0,00 | 1 | 0,00 | ||||
| 2025-07-16 | 13F | Gradient Capital Advisors, LLC | 230 462 | −0,02 | 6 840 | 12,15 | ||||
| 2025-07-18 | 13F | BCU Wealth Advisors, LLC | 330 831 | 5,34 | 9 819 | 18,17 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 1 000 | 30 | ||||||
| 2025-07-14 | 13F | Chico Wealth RIA | 18 235 | 5,85 | 541 | 18,90 | ||||
| 2025-08-06 | 13F | Cloud Capital Management, LLC | 76 463 | 16,35 | 2 | 100,00 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-17 | 13F | Global Trust Asset Management, LLC | 160 | 0,00 | 5 | 0,00 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 10 161 | 0,00 | 302 | 12,31 | ||||
| 2025-07-17 | 13F | XY Planning Network, Inc. | 107 424 | 2,42 | 3 188 | 14,88 | ||||
| 2025-07-29 | 13F | Two West Capital Advisors LLC | 32 497 | 1,12 | 991 | 21,77 | ||||
| 2025-08-05 | 13F | Bridgewater Advisors Inc. | 97 744 | −1,28 | 2 966 | 12,69 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 6 450 225 | 1,43 | 191 443 | 13,77 | ||||
| 2025-07-23 | 13F | Pillar Financial Advisors, LLC | 132 061 | 5,69 | 3 920 | 18,54 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 6 646 | 197 | ||||||
| 2025-08-08 | 13F | Truepoint, Inc. | 4 494 116 | −8,44 | 133 385 | 2,70 | ||||
| 2025-07-17 | 13F | Northwest Wealth Management, Llc | 274 232 | 3,30 | 8 139 | 15,87 | ||||
| 2025-07-29 | 13F | Flagstone Financial Management | 508 640 | −2,48 | 15 096 | 9,39 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 6 589 610 | 1,57 | 195 843 | 13,91 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 1 231 716 | 3,64 | 36 557 | 16,25 | ||||
| 2025-07-22 | 13F | Gemmer Asset Management LLC | 29 374 | 4,94 | 872 | 17,70 | ||||
| 2025-07-07 | 13F | Rf&l Wealth Management, Llc | 27 825 | 45,41 | 826 | 63,04 | ||||
| 2025-07-10 | 13F | NorthCrest Asset Manangement, LLC | 24 336 | 2,69 | 732 | 16,59 | ||||
| 2025-08-05 | 13F | Oakwell Private Wealth Management, LLC | 1 005 577 | 9,05 | 29 846 | 22,33 | ||||
| 2025-07-17 | 13F | Mustard Seed Financial, LLC | 11 896 | −0,63 | 353 | 11,71 | ||||
| 2025-08-12 | 13F | McGrath & Associates, Inc. | 10 194 | 9,37 | 303 | 22,76 | ||||
| 2025-07-25 | 13F | Gordian Advisors LLC | 16 502 | −10,18 | 490 | 0,62 | ||||
| 2025-07-10 | 13F | Strathmore Capital Advisors, Inc. | 19 189 | 10,70 | 571 | 25,77 | ||||
| 2025-07-29 | 13F | Foster & Motley Inc | 9 541 | −3,41 | 0 | |||||
| 2025-05-16 | 13F/A | Kestra Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 8 353 | 0,00 | 248 | 11,76 | ||||
| 2025-07-22 | 13F | Firethorn Wealth Partners, Llc | 30 900 | −2,39 | 917 | 9,56 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 7 159 | 212 | ||||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 226 492 | 73,11 | 6 722 | 94,17 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 9 419 | −0,10 | 280 | 12,05 | ||||
| 2025-08-12 | 13F | Tableaux Llc | 7 733 | 223 | ||||||
| 2025-07-08 | 13F | ShankerValleau Wealth Advisors, Inc. | 83 279 | −0,76 | 2 472 | 11,31 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 20 | 0,00 | 1 | |||||
| 2025-08-12 | 13F | LPL Financial LLC | 1 814 600 | 1,53 | 53 857 | 13,88 | ||||
| 2025-07-29 | 13F | Stordahl Capital Management, Inc. | 672 620 | −5,25 | 19 963 | 6,28 | ||||
| 2025-07-17 | 13F | Claris Advisors, Llc / Mo / | 137 699 | −28,45 | 4 087 | −19,76 | ||||
| 2025-08-08 | 13F | SageOak Financial, LLC | 182 717 | 3,78 | 5 423 | 16,42 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 215 150 | 6 386 | ||||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 104 829 | −10,39 | 3 111 | 0,52 | ||||
| 2025-08-01 | 13F | Equita Financial Network, Inc. | 458 246 | −7,67 | 13 601 | 3,56 | ||||
| 2025-07-16 | 13F | Jentner Corp | 585 548 | 3,98 | 17 379 | 16,63 | ||||
| 2025-08-13 | 13F | Ark & Tlk Investments, Llc | 226 160 | −6,39 | 6 712 | 5,01 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 1 084 519 | −36,52 | 32 189 | −28,80 | ||||
| 2025-07-15 | 13F | Maseco Llp | 1 874 702 | 55 622 | ||||||
| 2025-07-14 | 13F | Capstone Wealth Management, LLC | 72 740 | 39,49 | 2 159 | 56,49 | ||||
| 2025-08-07 | 13F | Aegis Wealth Management LLC | 50 768 | 0,00 | 1 343 | 0,00 | ||||
| 2025-07-24 | 13F | Strengthening Families & Communities, LLC | 76 808 | −0,70 | 2 268 | 10,80 | ||||
| 2025-07-21 | 13F | 25 Llc | 29 657 | 5,60 | 880 | 18,44 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 1 405 | 0,00 | 42 | 10,81 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 11 119 | 1 771,89 | 330 | 2 093,33 | ||||
| 2025-07-15 | 13F | Signet Financial Management, Llc | 36 587 | −2,13 | 1 086 | 9,71 | ||||
| 2025-07-16 | 13F | TCI Wealth Advisors, Inc. | 135 312 | 4 016 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 567 595 | 0,07 | 17 | 6,67 | ||||
| 2025-08-13 | 13F | B&D White Capital Company, LLC | 130 143 | 3 863 | ||||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 70 918 | −10,38 | 2 105 | 0,53 | ||||
| 2025-08-14 | 13F | Hurley Capital, LLC | 22 | 0,00 | 1 | |||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 106 975 | −1,38 | 3 175 | 10,63 | ||||
| 2025-07-10 | 13F | Wedmont Private Capital | 38 960 | 0,00 | 1 160 | 17,66 | ||||
| 2025-07-30 | 13F | Blume Capital Management, Inc. | 333 261 | 6,44 | 9 891 | 19,40 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 16 751 | 15,08 | 497 | 29,09 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 1 008 797 | −1,68 | 29 941 | 10,29 | ||||
| 2025-05-12 | 13F | Cahill Wealth Management, LLC | 60 570 | −1,06 | 1 603 | −0,06 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 627 | 19 | ||||||
| 2025-08-01 | 13F | Financial Counselors Inc | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Lauterbach Financial Advisors, LLC | 18 228 | 43,19 | 541 | 61,01 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 171 | −92,12 | 5 | −91,23 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 216 | 0,00 | 6 | 20,00 | ||||
| 2025-08-13 | 13F | Millstone Evans Group, LLC | 12 742 | −60,96 | 378 | −56,20 | ||||
| 2025-08-12 | 13F | Watchman Group, Inc. | 349 620 | −0,12 | 10 377 | 12,04 | ||||
| 2025-07-09 | 13F | Aurelius Family Office LLC | 12 520 | −2,60 | 372 | 9,12 | ||||
| 2025-08-05 | 13F | Astra Wealth Partners LLC | 16 136 | 55,33 | 479 | 74,45 | ||||
| 2025-07-21 | 13F | Keystone Financial Group, Inc. | 2 667 | 0,83 | 81 | 11,11 | ||||
| 2025-07-17 | 13F | Oceanside Advisors LLC | 17 415 | −0,13 | 517 | 11,93 | ||||
| 2025-08-07 | 13F | Davis R M Inc | 0 | −100,00 | 0 | |||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 47 918 | 1 | ||||||
| 2025-07-14 | 13F | Leonard Rickey Investment Advisors P.L.L.C. | 492 894 | 2,44 | 14 629 | 18,67 | ||||
| 2025-07-30 | 13F | Mills Wealth Advisors LLC | 314 622 | 14,19 | 9 338 | 28,08 | ||||
| 2025-08-05 | 13F | Burney Co/ | 19 083 | 0,01 | 566 | 12,30 | ||||
| 2025-07-14 | 13F | Friday Financial | 212 813 | 4,61 | 6 316 | 16,38 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 252 704 | 0,91 | 7 500 | 13,19 | ||||
| 2025-08-04 | 13F | Capital Performance Advisors Llp | 20 868 | 8,41 | 619 | 21,61 | ||||
| 2025-07-07 | 13F | O'Connor Financial Group LLC | 224 078 | 4,55 | 6 736 | 18,76 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 8 514 | −3,44 | 253 | 8,15 | ||||
| 2025-08-05 | 13F | Lifeworks Advisors, LLC | 10 629 | −0,62 | 315 | 11,70 | ||||
| 2025-07-25 | 13F | Miramar Fiduciary Corp | 1 049 355 | 0,00 | 31 145 | 12,17 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 534 254 | 15 857 | ||||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 480 867 | 25,95 | 14 | 40,00 | ||||
| 2025-07-23 | 13F | Abel Hall, LLC | 79 142 | −6,81 | 2 349 | 4,49 | ||||
| 2025-08-11 | 13F | Root Financial Partners, LLC | 14 549 | −55,05 | 432 | −49,65 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 117 915 | 7,04 | 3 120 | 8,15 | ||||
| 2025-07-17 | 13F | LifeGuide Financial Advisors, LLC | 149 539 | 5,63 | 4 438 | 18,50 | ||||
| 2025-08-06 | 13F | Aspect Partners, LLC | 50 | 0,00 | 1 | 0,00 | ||||
| 2025-07-11 | 13F | Sprinkle Financial Consultants LLC | 55 416 | −11,93 | 1 645 | −1,20 | ||||
| 2025-08-04 | 13F | Live Oak Private Wealth LLC | 38 175 | 0,00 | 1 133 | 12,18 | ||||
| 2025-04-17 | 13F | Rs Crum Inc. | 629 266 | −1,16 | 16 650 | −0,14 | ||||
| 2025-07-15 | 13F | Capstone Capital Wealth Advisors | 520 698 | 0,51 | 15 454 | 12,75 | ||||
| 2025-08-12 | 13F | Kaye Capital Management | 171 995 | 689,40 | 5 105 | 786,11 | ||||
| 2025-08-14 | 13F | DecisionPoint Financial, LLC | 350 169 | 1,18 | 10 421 | 13,80 | ||||
| 2025-07-17 | 13F | SC&H Financial Advisors, Inc. | 216 996 | 15,16 | 6 440 | 29,16 | ||||
| 2025-07-28 | 13F | Verisail Partners, LLC | 467 561 | 2,37 | 13 877 | 14,84 | ||||
| 2025-08-06 | 13F | Geometric Wealth Advisors | 15 709 | 0,00 | 466 | 12,29 | ||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 64 156 | 16,62 | 1 904 | 30,86 | ||||
| 2025-07-17 | 13F | Blossom Wealth Management | 20 878 | 4,62 | 620 | 17,23 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 58 429 | 0,51 | 1 728 | 11,84 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 14 600 | 0,00 | 0 | |||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 19 176 | −0,39 | 569 | 11,79 | ||||
| 2025-07-31 | 13F | Kathleen S. Wright Associates Inc. | 64 386 | 5,65 | 1 911 | 18,49 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 1 403 528 | 7,72 | 41 657 | 20,83 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 349 442 | 7,72 | 10 371 | 20,82 | ||||
| 2025-07-11 | 13F | Scratch Capital Llc | 191 228 | 25,46 | 5 676 | 40,75 | ||||
| 2025-07-21 | 13F/A | Abacus Planning Group, Inc. | 24 810 | 28,42 | 736 | 44,03 | ||||
| 2025-08-11 | 13F | Keyes, Stange & Wooten Wealth Management, LLC | 77 629 | −0,48 | 2 304 | 11,68 | ||||
| 2025-08-08 | 13F | VeraBank, N.A. | 92 568 | −11,38 | 2 747 | −0,62 | ||||
| 2025-07-09 | 13F | Krilogy Financial LLC | 321 759 | 0,38 | 9 550 | 12,59 | ||||
| 2025-07-31 | 13F | Aspen Capital Management, LLC | 464 980 | 2,89 | 13 801 | 15,41 | ||||
| 2025-07-16 | 13F | Tru Independence Asset Management 2, Llc | 32 555 | 36,56 | 966 | 53,33 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 121 | 4 | ||||||
| 2025-07-11 | 13F | Ridgeline Wealth, LLC | 23 477 | −8,92 | 697 | 2,05 | ||||
| 2025-08-07 | 13F | Cascade Financial Partners, LLC | 10 500 | 312 | ||||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 171 995 | 5 105 | ||||||
| 2025-07-16 | 13F | Signature Resources Capital Management, LLC | 91 313 | −1,73 | 2 710 | 10,25 | ||||
| 2025-08-07 | 13F | Prospect Financial Group LLC | 248 670 | 19,12 | 7 381 | 33,62 | ||||
| 2025-08-05 | 13F | Avant Financial Advisors LLC | 134 190 | 0,58 | 3 983 | 12,80 | ||||
| 2025-07-11 | 13F | Physician Wealth Solutions Inc. | 366 046 | −4,04 | 10 864 | 7,64 | ||||
| 2025-08-14 | 13F | Vista Capital Partners, Inc. | 118 726 | 217,70 | 3 524 | 256,58 | ||||
| 2025-08-06 | 13F | OneAscent Family Office, LLC | 7 057 | 0 | ||||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 86 888 | −2,23 | 2 579 | 9,66 | ||||
| 2025-08-07 | 13F | Tillman Hartley LLC | 255 626 | −10,79 | 7 587 | 0,05 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 17 243 | 43,24 | 512 | 60,69 | ||||
| 2025-07-17 | 13F | Mattern Wealth Management LLC | 285 662 | −33,40 | 8 478 | −25,30 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 6 014 223 | −1,56 | 178 501 | 10,42 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 240 110 | −25,47 | 7 126 | −16,68 | ||||
| 2025-07-17 | 13F | Willow Creek Wealth Management Inc. | 911 055 | 7,92 | 27 040 | 21,06 | ||||
| 2025-08-13 | 13F | Legacy Capital Wealth Partners, LLC | 17 273 | 513 | ||||||
| 2025-07-15 | 13F | Fortitude Family Office, LLC | 192 646 | −44,36 | 5 718 | −37,60 | ||||
| 2025-08-14 | 13F | UBS Group AG | 6 406 | 190 | ||||||
| 2025-07-17 | 13F | Heritage Investment Group, Inc. | 503 474 | −5,45 | 14 943 | 6,05 | ||||
| 2025-08-13 | 13F | M Holdings Securities, Inc. | 33 703 | 1 | ||||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 45 182 | −33,82 | 1 341 | −25,75 | ||||
| 2025-07-03 | 13F | Fiduciary Financial Group, Llc | 98 494 | 23,91 | 2 931 | 49,69 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 3 951 | −12,24 | 117 | 0,00 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 23 299 | 10,96 | 692 | 24,50 | ||||
| 2025-04-16 | 13F | Lakeridge Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Kfg Wealth Management, Llc | 164 655 | 2,91 | 4 887 | 15,43 | ||||
| 2025-07-18 | 13F | Parkwoods Wealth Partners, LLC | 16 809 | 117,76 | 499 | 144,12 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 888 | −69,23 | 26 | −65,79 | ||||
| 2025-08-14 | 13F | Cardiff Park Advisors, Llc | 404 737 | 28,23 | 12 013 | 43,84 | ||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 4 205 | 24,00 | 125 | 39,33 | ||||
| 2025-05-09 | 13F | TD Waterhouse Canada Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Legacy Financial Group, Inc. | 103 913 | 2,70 | 3 084 | 15,20 | ||||
| 2025-07-24 | 13F | Wealth Advisors Northwest LLC | 210 138 | 8,58 | 6 237 | 21,77 | ||||
| 2025-08-01 | 13F | Austin Private Wealth, LLC | 38 222 | 46,76 | 1 134 | 64,59 | ||||
| 2025-08-14 | 13F | Fmr Llc | 9 497 | 72,30 | 282 | 93,79 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 159 722 | 18,24 | 4 741 | 32,62 | ||||
| 2025-07-15 | 13F | Vannoy Advisory Group, Inc. | 336 558 | −0,60 | 9 989 | 11,51 | ||||
| 2025-07-16 | 13F | Leading Edge Financial Planning LLC | 751 448 | 6,18 | 22 303 | 19,10 | ||||
| 2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 89 904 | 0,32 | 3 | 0,00 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 16 538 | −10,56 | 0 | |||||
| 2025-08-06 | 13F | Stone House Investment Management, LLC | 2 870 | 287,84 | 85 | 347,37 | ||||
| 2025-07-28 | 13F | JGP Wealth Management, LLC | 341 470 | −0,88 | 10 135 | 11,18 | ||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 528 357 | 2,09 | 15 682 | 14,51 | ||||
| 2025-08-01 | 13F | First Command Advisory Services, Inc. | 14 | 0 | ||||||
| 2025-07-28 | 13F | Morris Financial Concepts, Inc. | 38 413 | −3,81 | 1 140 | 7,95 | ||||
| 2025-07-10 | 13F | Waypoint Wealth Partners Inc. | 151 195 | 6,57 | 4 487 | 19,53 | ||||
| 2025-07-30 | 13F | Jackson Thornton Asset Management, Llc | 751 644 | −0,24 | 22 376 | 16,23 | ||||
| 2025-05-07 | 13F | WMS Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Wealthstream Advisors, Inc. | 1 477 488 | −0,31 | 43 852 | 11,82 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 498 496 | −2,13 | 14 795 | 9,78 | ||||
| 2025-08-13 | 13F | Daner Wealth Management, LLC | 18 536 | −6,87 | 571 | 7,95 | ||||
| 2025-07-25 | 13F | Ruedi Wealth Management, Inc. | 269 449 | −7,10 | 7 997 | 4,21 | ||||
| 2025-08-15 | 13F | WealthCollab, LLC | 2 601 | 77 | ||||||
| 2025-07-11 | 13F | Quad-Cities Investment Group, LLC | 15 595 | −1,60 | 463 | 10,26 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 94 264 | 1,22 | 2 798 | 13,51 | ||||
| 2025-08-07 | 13F | Tilson Financial Group, Inc. | 230 038 | −1,42 | 7 | 0,00 | ||||
| 2025-08-11 | 13F | Pinnacle Financial Group, LLC / IL | 701 703 | −1,52 | 20 827 | 10,47 | ||||
| 2025-07-24 | 13F | Vantage Point Financial LLC | 166 872 | 2,64 | 4 953 | 15,14 | ||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 20 596 | 54,27 | 611 | 73,09 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 7 514 | 223 | ||||||
| 2025-07-25 | 13F | Stephens Consulting, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Cravens & Co Advisors, LLC | 371 990 | −0,06 | 11 041 | 12,10 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 14 855 | 441 | ||||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 7 290 | 216 | ||||||
| 2025-08-04 | 13F | Waterfront Wealth Inc. | 109 261 | −5,25 | 3 243 | 6,26 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Pacific Asset Management, LLC | 202 913 | 1,62 | 6 022 | 13,99 | ||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 6 850 | 203 | ||||||
| 2025-07-24 | 13F | Riverchase Wealth Management, Llc | 125 652 | 0,66 | 3 729 | 12,93 | ||||
| 2025-07-18 | 13F | Bridge Generations Wealth Management Llc | 336 781 | −4,80 | 9 996 | 6,78 | ||||
| 2025-07-30 | 13F | Silver Oak Wealth Advisors Services, Llc | 6 900 | 205 | ||||||
| 2025-07-30 | 13F | Canvas Wealth Advisors, LLC | 12 471 | 2,88 | 377 | 19,68 | ||||
| 2025-07-15 | 13F | Hippocratic Financial Advisors, LLC | 254 889 | 1,46 | 7 565 | 13,81 | ||||
| 2025-07-29 | 13F | BKD Wealth Advisors, LLC | 1 115 524 | −13,69 | 33 109 | −3,19 | ||||
| 2025-05-14 | 13F | Susquehanna International Group, Llp | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Forum Financial Management, LP | 16 789 759 | 1,26 | 498 320 | 13,58 | ||||
| 2025-08-14 | 13F | Monograph Wealth Advisors, Llc | 756 742 | 30,61 | 22 460 | 46,50 | ||||
| 2025-07-15 | 13F | Accurate Wealth Management, LLC | 105 738 | 3 162 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 196 992 | −2,31 | 5 847 | 9,58 | ||||
| 2025-07-16 | 13F | Five Oceans Advisors | 104 396 | −0,51 | 3 098 | 11,60 | ||||
| 2025-07-30 | 13F | Evermay Wealth Management Llc | 177 | 0,00 | 5 | 25,00 | ||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 4 078 | 0,07 | 121 | 13,08 | ||||
| 2025-07-25 | 13F | Hassell Wealth Management, LLC | 406 344 | 2,73 | 12 479 | 23,13 | ||||
| 2025-08-11 | 13F | Copperleaf Capital, LLC | 44 333 | 10,88 | 1 316 | 24,41 | ||||
| 2025-07-15 | 13F | BKA Wealth Consulting, Inc. | 8 887 | 10,26 | 264 | 23,47 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 391 | −38,33 | 12 | −31,25 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 2 492 664 | −0,39 | 73 982 | 11,73 | ||||
| 2025-07-17 | 13F | Poinciana Advisors Group, Llc | 34 347 | 24,29 | 1 019 | 39,40 | ||||
| 2025-07-09 | 13F | Emprise Bank | 456 493 | −1,56 | 13 549 | 10,42 | ||||
| 2025-07-25 | 13F | One Degree Advisors Inc | 200 290 | 13,79 | 6 | 25,00 | ||||
| 2025-08-14 | 13F | Premier Financial Group | 636 406 | 19 580 | ||||||
| 2025-07-07 | 13F | Peterson Wealth Advisors, LLC | 175 720 | 13,72 | 5 215 | 41,79 | ||||
| 2025-07-31 | 13F | Warburton Capital Management, LLC | 55 300 | 154,50 | 2 | |||||
| 2025-08-12 | 13F | JMG Financial Group, Ltd. | 1 969 332 | 0,78 | 58 450 | 13,05 | ||||
| 2025-07-07 | 13F | RB Capital Management, LLC | 10 638 | 25,40 | 316 | 40,63 | ||||
| 2025-07-31 | 13F | Schoolcraft Capital LLC | 535 959 | −23,93 | 15 907 | −14,67 | ||||
| 2025-08-01 | 13F | Liberty Wealth Management Llc | 231 700 | −5,58 | 6 877 | 5,90 | ||||
| 2025-07-17 | 13F | Dopkins Wealth Management, Llc | 56 796 | 108,76 | 1 686 | 134,35 | ||||
| 2025-07-24 | 13F | Grand Wealth Management, Llc | 121 063 | 5,29 | 3 593 | 18,11 | ||||
| 2025-08-08 | 13F | Creative Planning | 162 739 | 2,91 | 4 830 | 15,44 | ||||
| 2025-07-10 | 13F | Klaas Financial Asset Advisors, LLC | 1 083 230 | 5,79 | 32 150 | 18,67 | ||||
| 2025-08-14 | 13F | Ariadne Wealth Management, LP | 29 200 | 36,65 | 906 | 55,40 |
