Grundläggande statistik
| Institutionella ägare | 264 total, 264 long only, 0 short only, 0 long/short - change of 4,76% MRQ |
| Genomsnittlig portföljallokering | 0.9258 % - change of −2,33% MRQ |
| Institutionella aktier (lång) | 77 575 881 (ex 13D/G) - change of 6,21MM shares 8,71% MRQ |
| Institutionellt värde (lång) | $ 2 042 627 USD ($1000) |
Institutionellt ägande och aktieägare
Dimensional ETF Trust - Dimensional Global Real Estate ETF (US:DFGR) har 264 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 77,575,881 aktier. Största aktieägare inkluderar Forum Financial Management, LP, Savant Capital, LLC, JMG Financial Group, Ltd., Colony Group, LLC, Wealthspire Advisors, LLC, Brighton Jones Llc, LifeGuide Financial Advisors, LLC, TCI Wealth Advisors, Inc., DiNuzzo Private Wealth, Inc., and Maseco Llp .
Dimensional ETF Trust - Dimensional Global Real Estate ETF (ARCA:DFGR) 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 27,64 / share. Previously, on September 13, 2024, the share price was 29,18 / share. This represents a decline of 5,28% 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.
13D/G-Arkiveringar
Vi presenterar 13D/G-arkiveringar separat från 13F-arkiveringar på grund av att de behandlas olika av SEC. 13D/G-arkiveringar kan lämnas in av grupper av investerare (med en ledare), medan 13F-arkiveringar inte kan det. Detta leder till situationer där en investerare kan lämna in en 13D/G-ansökan med ett värde för de totala aktierna (vilket motsvarar alla aktier som ägs av investerargruppen), men sedan lämna in en 13F-ansökan med ett annat värde för de totala aktierna (vilket motsvarar enbart deras eget ägande). Detta innebär att aktieägandet i 13D/G-arkiveringar och 13F-arkiveringar ofta inte är direkt jämförbara, så vi presenterar dem separat.
Notera: Från och med den 16 maj 2021 visar vi inte längre ägare som inte har lämnat in en 13D/G under det senaste året. Tidigare visade vi hela historiken för 13D/G-arkiveringar. I allmänhet måste enheter som är skyldiga att lämna in 13D/G-arkiveringar lämna in minst en gång per år innan de lämnar in en stängningsarkivering. Fonder avslutar dock ibland positioner utan att lämna in en avslutande arkivering (dvs. de avvecklar), så att visa hela historiken resulterade ibland i förvirring om det nuvarande ägandet. För att förhindra förvirring visar vi nu endast "nuvarande" ägare - det vill säga ägare som har lämnat in en ansökan under det senaste året.
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| Fil Datum | Formulär | Investerare | Föregående aktier |
Senaste aktier |
Δ Aktier (Procent) |
Ägande (Procent) |
Δ Ägande (Procent) |
|
|---|---|---|---|---|---|---|---|---|
| 2025-08-07 | Savant Capital, LLC | 6,697,999 | 7.43 |
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-22 | 13F | Awm Capital, Llc | 256 262 | 93,81 | 6 876 | 98,01 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 80 263 | −16,52 | 2 153 | −14,90 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 32 880 | 8,92 | 882 | 11,36 | ||||
| 2025-07-23 | 13F | Quarry Hill Advisors, Llc | 36 978 | 7,02 | 992 | 9,37 | ||||
| 2025-07-29 | 13F | Private Wealth Management Group, LLC | 511 173 | 2,71 | 13 715 | 4,94 | ||||
| 2025-05-12 | 13F | Hantz Financial Services, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Granite Harbor Advisors, Inc. | 14 388 | 0,00 | 386 | 2,39 | ||||
| 2025-07-14 | 13F | Shearwater Capital LLC | 19 908 | 37,34 | 534 | 40,53 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 999 | 27 | ||||||
| 2025-07-16 | 13F | Strategic Investment Solutions, Inc. /IL | 0 | −100,00 | 0 | |||||
| 2025-07-08 | 13F | Henrickson Nauta Wealth Advisors, Inc. | 119 612 | 17,20 | 3 209 | 28,98 | ||||
| 2025-07-29 | 13F | Fundamentun, Llc | 35 681 | 957 | ||||||
| 2025-07-31 | 13F | Brighton Jones Llc | 2 219 008 | 5,19 | 59 536 | 7,47 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 129 223 | 0,44 | 3 467 | 2,63 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 44 613 | 4,52 | 1 197 | 6,79 | ||||
| 2025-08-15 | 13F | North Ridge Wealth Advisors, Inc. | 257 844 | 6,11 | 6 918 | 8,40 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 222 765 | 4,78 | 5 977 | 7,04 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 18 997 | 509 | ||||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 967 508 | −25,01 | 25 958 | −23,38 | ||||
| 2025-07-29 | 13F | Two West Capital Advisors LLC | 12 149 | −1,87 | 331 | 8,52 | ||||
| 2025-08-07 | 13F | Nwam Llc | 14 858 | 72,93 | 399 | 76,89 | ||||
| 2025-07-28 | 13F | Sterling Financial Planning, Inc. | 202 568 | 8,27 | 5 435 | 10,63 | ||||
| 2025-05-13 | 13F | Franklin Resources Inc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-17 | 13F | XY Planning Network, Inc. | 189 126 | −5,05 | 5 074 | −2,98 | ||||
| 2025-08-12 | 13F | Vawter Financial, Ltd. | 13 685 | −91,73 | 367 | −91,55 | ||||
| 2025-07-17 | 13F | Dopkins Wealth Management, Llc | 8 329 | 223 | ||||||
| 2025-07-17 | 13F | Porter White Investment Advisors, Inc. | 98 228 | 13,94 | 2 635 | 16,44 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 74 557 | 3,87 | 2 000 | 6,16 | ||||
| 2025-08-01 | 13F | Equita Financial Network, Inc. | 30 146 | 14,31 | 809 | 16,76 | ||||
| 2025-08-12 | 13F | McGrath & Associates, Inc. | 24 351 | −13,67 | 653 | −11,76 | ||||
| 2025-08-01 | 13F | Redwood Park Advisors LLC | 759 | 70,95 | 20 | 81,82 | ||||
| 2025-07-09 | 13F | Market Street Wealth Management Advisors Llc | 49 715 | −1,35 | 1 334 | 0,76 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 372 126 | −22,31 | 9 984 | −20,62 | ||||
| 2025-05-15 | 13F | Fischer Investment Strategies, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Jentner Corp | 466 538 | 1,25 | 12 517 | 3,45 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 108 382 | −51,38 | 2 908 | −50,33 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 136 686 | 0,73 | 3 667 | 2,92 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 36 938 | 0,23 | 991 | 2,48 | ||||
| 2025-07-17 | 13F | Northwest Wealth Management, Llc | 90 439 | 11,02 | 2 426 | 13,42 | ||||
| 2025-07-22 | 13F | Firethorn Wealth Partners, Llc | 24 648 | 3,77 | 661 | 6,10 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 10 480 | 281 | ||||||
| 2025-08-11 | 13F | Citigroup Inc | 7 030 | 5,49 | 189 | 8,05 | ||||
| 2025-07-18 | 13F | First Pacific Financial | 18 278 | 0,64 | 490 | 2,94 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 975 353 | 3,42 | 26 169 | 5,66 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 5 237 | 0,00 | 141 | 2,19 | ||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 10 456 | −1,20 | 281 | 1,08 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 68 537 | 2,07 | 1 839 | 4,25 | ||||
| 2025-07-25 | 13F | McNamara Financial Services, Inc. | 48 706 | −4,80 | 1 307 | −2,76 | ||||
| 2025-07-07 | 13F | Shotwell Rutter Baer Inc | 171 249 | 2,08 | 4 634 | 12,07 | ||||
| 2025-08-08 | 13F | SageOak Financial, LLC | 58 349 | 7,92 | 1 566 | 10,29 | ||||
| 2025-07-17 | 13F | Claris Advisors, Llc / Mo / | 75 368 | 17,36 | 2 022 | 19,93 | ||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 18 499 | 3,04 | 496 | 5,31 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 5 055 | 0,06 | 0 | |||||
| 2025-08-12 | 13F | Rather & Kittrell, Inc. | 737 716 | 10,30 | 19 793 | 12,69 | ||||
| 2025-07-15 | 13F | Maseco Llp | 1 352 858 | 36 290 | ||||||
| 2025-07-23 | 13F | Integris Wealth Management, LLC | 540 824 | 1,62 | 14 510 | 3,82 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 190 522 | −2,91 | 5 112 | −0,82 | ||||
| 2025-07-22 | 13F | SOL Capital Management CO | 28 360 | −4,38 | 1 | |||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 96 | 0,00 | 3 | 0,00 | ||||
| 2025-07-14 | 13F | Capstone Wealth Management, LLC | 15 001 | 47,73 | 402 | 51,13 | ||||
| 2025-08-08 | 13F | Security Financial Services, INC. | 8 516 | 2,06 | 228 | 4,11 | ||||
| 2025-07-25 | 13F | Hemington Wealth Management | 174 938 | 15,00 | 5 | 33,33 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 2 000 | 0,00 | 54 | 1,92 | ||||
| 2025-07-23 | 13F | REAP Financial Group, LLC | 224 548 | −0,79 | 6 025 | 1,36 | ||||
| 2025-08-07 | 13F | Aegis Wealth Management LLC | 78 142 | 0,00 | 2 052 | 0,00 | ||||
| 2025-07-31 | 13F | Core Wealth Management, Inc. | 22 191 | 10,99 | 595 | 13,33 | ||||
| 2025-08-11 | 13F | Wescott Financial Advisory Group, LLC | 957 645 | −0,94 | 25 694 | 1,21 | ||||
| 2025-08-01 | 13F | Red Lighthouse Investment Management, Llc | 4 830 | 103,54 | 130 | 115,00 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 8 666 | −76,54 | 232 | −76,08 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 22 699 | −0,35 | 609 | 1,84 | ||||
| 2025-07-16 | 13F | TCI Wealth Advisors, Inc. | 1 934 020 | 19,42 | 51 890 | 22,01 | ||||
| 2025-07-30 | 13F | Blume Capital Management, Inc. | 905 | 0,00 | 24 | 4,35 | ||||
| 2025-07-21 | 13F | Creative Capital Management Investments LLC | 675 804 | 4,15 | 18 132 | 6,41 | ||||
| 2025-07-03 | 13F | Collective Family Office Llc | 18 551 | 2,03 | 498 | 4,19 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 746 798 | 1,69 | 20 037 | 3,89 | ||||
| 2025-08-08 | 13F | W.H. Cornerstone Investments Inc. | 48 969 | 5,78 | 1 314 | 8,07 | ||||
| 2025-08-11 | 13F | Great Lakes Advisors, Llc | 15 481 | 415 | ||||||
| 2025-05-09 | 13F | TD Waterhouse Canada Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-03 | 13F | Lam Group, Inc. | 145 515 | −19,50 | 3 904 | −17,76 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 361 628 | 1,81 | 10 | 0,00 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 39 113 | −30,88 | 1 049 | −29,36 | ||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 130 629 | 2,69 | 3 505 | 4,91 | ||||
| 2025-08-14 | 13F | MidWestOne Financial Group, Inc. | 11 800 | 317 | ||||||
| 2025-05-08 | 13F | Essential Planning, LLC. | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 258 996 | 5,87 | 6 946 | 14,68 | ||||
| 2025-07-08 | 13F | Peirce Capital Management, LLC | 241 324 | −9,33 | 6 475 | −7,37 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 102 155 | 0,00 | 2 805 | 3,70 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 321 722 | 0,58 | 8 632 | 2,76 | ||||
| 2025-08-14 | 13F | Comerica Bank | 126 | 2,44 | 3 | 0,00 | ||||
| 2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 11 154 | 9,18 | 299 | 11,57 | ||||
| 2025-07-15 | 13F | Kraft Asset Management, Llc | 12 489 | −43,16 | 335 | −41,84 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 13 650 | −12,15 | 366 | −10,07 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 570 | 0,71 | 15 | 7,14 | ||||
| 2025-07-11 | 13F | Rockwood Wealth Management, LLC | 535 070 | 188,57 | 14 356 | 194,82 | ||||
| 2025-08-13 | 13F | Millstone Evans Group, LLC | 3 399 | −61,50 | 91 | −60,61 | ||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 209 698 | 2,94 | 5 626 | 5,18 | ||||
| 2025-08-12 | 13F | Winnow Wealth Llc | 107 952 | 2 896 | ||||||
| 2025-08-11 | 13F | Mosaic Family Wealth Partners, Llc | 135 241 | −10,89 | 3 629 | −8,96 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 109 598 | 1 006,16 | 2 941 | 1 030,77 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 12 231 | 0 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 83 185 | 2 232 | ||||||
| 2025-08-13 | 13F | Daner Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 15 689 | 47,38 | 419 | 50,90 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 19 527 | 0,07 | 524 | 2,15 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 207 992 | −1,70 | 5 580 | 0,43 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 26 486 | 18,63 | 711 | 21,16 | ||||
| 2025-08-04 | 13F | Capital Performance Advisors Llp | 10 660 | 0,00 | 286 | 2,51 | ||||
| 2025-08-11 | 13F | Foundation Wealth Management, LLC\PA | 34 284 | −6,89 | 920 | −4,87 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 74 663 | 142,26 | 2 003 | 147,59 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 119 295 | 0,73 | 3 201 | 2,89 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 3 210 357 | −0,74 | 86 134 | 1,41 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 192 071 | −4,26 | 5 153 | −2,18 | ||||
| 2025-07-23 | 13F | Abel Hall, LLC | 44 935 | −2,85 | 1 206 | −0,74 | ||||
| 2025-08-04 | 13F | McMill Wealth Management | 175 189 | 3,24 | 4 670 | 4,78 | ||||
| 2025-08-12 | 13F | Forum Private Client Group LLC | 156 087 | 8,94 | 4 188 | 11,30 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 43 | 0,00 | 1 | 0,00 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 30 820 | 53,20 | 809 | 57,70 | ||||
| 2025-08-06 | 13F | Geometric Wealth Advisors | 367 664 | 6,54 | 9 864 | 8,86 | ||||
| 2025-07-17 | 13F | LifeGuide Financial Advisors, LLC | 2 184 381 | 4,27 | 58 607 | 6,54 | ||||
| 2025-08-04 | 13F | Live Oak Private Wealth LLC | 8 507 | 228 | ||||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Sprinkle Financial Consultants LLC | 339 941 | 0,90 | 9 121 | 3,09 | ||||
| 2025-07-22 | 13F | Sutton Place Investors Llc | 27 044 | 17,03 | 726 | 19,64 | ||||
| 2025-04-17 | 13F | Rs Crum Inc. | 681 762 | −15,92 | 17 903 | −13,55 | ||||
| 2025-04-22 | 13F | Rappaport Reiches Capital Management, LLC | 220 810 | 7,53 | 5 798 | 10,56 | ||||
| 2025-07-28 | 13F | Verisail Partners, LLC | 783 538 | 1,63 | 21 022 | 3,84 | ||||
| 2025-07-17 | 13F | SC&H Financial Advisors, Inc. | 63 610 | 18,85 | 1 707 | 21,42 | ||||
| 2025-04-28 | 13F | Redmont Wealth Advisors Llc | 128 | 3 | ||||||
| 2025-05-14 | 13F | CIBC Private Wealth Group, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 189 695 | 2,78 | 5 090 | 5,01 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 31 533 | 12,26 | 846 | 14,79 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 389 | −33,16 | 10 | −33,33 | ||||
| 2025-08-11 | 13F | von Borstel & Associates, Inc. | 152 426 | 7,60 | 4 | 33,33 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 12 708 | 341 | ||||||
| 2025-05-13 | 13F | Steward Partners Investment Advisory, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Squire Investment Management Company, LLC | 11 475 | 7,97 | 308 | 10,04 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 79 459 | 15,25 | 2 | 100,00 | ||||
| 2025-07-15 | 13F | Total Wealth Planning, Llc | 569 962 | 6,18 | 15 292 | 8,48 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 4 107 | 224,92 | 110 | 233,33 | ||||
| 2025-07-25 | 13F | LRI Investments, LLC | 141 374 | −3,92 | 3 793 | −1,81 | ||||
| 2025-07-21 | 13F/A | Abacus Planning Group, Inc. | 14 647 | 36,59 | 393 | 39,50 | ||||
| 2025-08-12 | 13F | Burk Holdings LLC | 188 519 | 16,09 | 5 058 | 18,60 | ||||
| 2025-08-14 | 13F | Balanced Rock Investment Advisor | 145 113 | 55,28 | 3 893 | 58,64 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 14 753 | 1,89 | 394 | 4,24 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 765 | 70,38 | 21 | 75,00 | ||||
| 2025-07-14 | 13F | Parkshore Wealth Management, Inc. | 311 070 | 36,11 | 8 346 | 39,06 | ||||
| 2025-07-22 | 13F | Vested Financial Planning, LLC | 8 446 | −0,45 | 227 | 1,80 | ||||
| 2025-07-09 | 13F | Krilogy Financial LLC | 95 690 | 5,25 | 2 567 | 7,54 | ||||
| 2025-07-16 | 13F | Tru Independence Asset Management 2, Llc | 34 334 | 29,25 | 921 | 32,14 | ||||
| 2025-07-11 | 13F | Ridgeline Wealth, LLC | 45 072 | −0,63 | 1 209 | 1,51 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 121 867 | 29,59 | 3 270 | 32,44 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 195 474 | −1,63 | 5 290 | 1,36 | ||||
| 2025-07-31 | 13F | Aspen Capital Management, LLC | 473 614 | 6,71 | 12 707 | 9,04 | ||||
| 2025-08-04 | 13F | Syverson Strege & Co | 499 272 | 0,92 | 13 395 | 3,11 | ||||
| 2025-07-11 | 13F | Colorado Capital Management, Inc. | 135 864 | 5,20 | 4 | 0,00 | ||||
| 2025-06-26 | NP | DFAW - Dimensional World Equity ETF | 520 331 | 15,26 | 13 680 | 17,04 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 500 756 | 126,04 | 13 435 | 130,96 | ||||
| 2025-07-30 | 13F | Jackson Thornton Asset Management, Llc | 19 415 | 3,73 | 520 | 7,45 | ||||
| 2025-07-23 | 13F | Wealth Management Nebraska | 420 127 | 7,60 | 11 213 | 9,36 | ||||
| 2025-08-05 | 13F | WorthPointe, LLC | 9 749 | −54,39 | 262 | −53,48 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 13 951 | −12,44 | 374 | −9,22 | ||||
| 2025-08-12 | 13F | Accordant Advisory Group Inc | 107 952 | 2 896 | ||||||
| 2025-08-05 | 13F | Avant Financial Advisors LLC | 78 161 | 8,62 | 2 097 | 11,01 | ||||
| 2025-07-18 | 13F | Client 1st Advisory Group, Llc | 26 375 | −20,39 | 708 | −18,74 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 656 264 | 1,53 | 17 608 | 3,73 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 1 126 | 30 | ||||||
| 2025-08-11 | 13F | WPWealth LLP | 811 791 | 6,83 | 21 780 | 9,15 | ||||
| 2025-07-11 | 13F | Physician Wealth Solutions Inc. | 57 734 | 23,07 | 1 549 | 25,75 | ||||
| 2025-07-25 | 13F | Wealth Architects, LLC | 221 720 | 9,81 | 5 949 | 12,18 | ||||
| 2025-08-08 | 13F | Keyvantage Wealth, Llc | 35 377 | 2,04 | 949 | 4,29 | ||||
| 2025-07-17 | 13F | Mattern Wealth Management LLC | 97 206 | 135,00 | 2 608 | 140,15 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 1 152 913 | −1,38 | 30 933 | 0,76 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 12 411 | 25,57 | 333 | 28,19 | ||||
| 2025-07-25 | 13F | Index Fund Advisors, Inc. | 778 024 | 8,87 | 20 874 | 11,23 | ||||
| 2025-08-14 | 13F | UBS Group AG | 438 | 0,00 | 12 | 0,00 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 25 926 | 16,81 | 696 | 19,42 | ||||
| 2025-07-08 | 13F/A | Team Hewins, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 42 486 | 214,57 | 1 140 | 221,75 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 6 191 | −42,84 | 166 | −39,86 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Heritage Investment Group, Inc. | 39 865 | 25,06 | 1 070 | 27,72 | ||||
| 2025-08-04 | 13F | Hutchinson Capital Management/ca | 19 344 | 26,74 | 519 | 29,75 | ||||
| 2025-04-15 | 13F | Corrigan Financial, Inc. | 340 682 | 24,62 | 8 946 | 28,15 | ||||
| 2025-07-14 | 13F | Kfg Wealth Management, Llc | 48 631 | 2,96 | 1 305 | 5,16 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 6 697 999 | 22,31 | 179 707 | 24,96 | ||||
| 2025-04-23 | 13F | Retirement Guys Formula Llc | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Wealth Advisors Northwest LLC | 66 134 | 35,12 | 1 774 | 38,05 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 779 | 0,00 | 21 | 0,00 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | JDH Wealth Management, LLC | 144 375 | 4,37 | 3 874 | 6,64 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 18 269 | 53,30 | 490 | 57,05 | ||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 1 038 | −9,90 | 28 | −10,00 | ||||
| 2025-08-14 | 13F | Fmr Llc | 1 141 | −51,49 | 31 | −50,82 | ||||
| 2025-07-29 | 13F | Grunden Financial Advisory, Inc. | 10 431 | 10,83 | 280 | 12,96 | ||||
| 2025-08-08 | 13F | KM Capital Management Ltd. | 39 683 | 33,51 | 1 065 | 36,41 | ||||
| 2025-07-22 | 13F | Yardley Wealth Management LLC | 96 964 | 0,02 | 3 | 0,00 | ||||
| 2025-07-22 | 13F | Visionary Horizons, LLC | 39 391 | 6,91 | 1 057 | 9,20 | ||||
| 2025-07-15 | 13F | SJS Investment Consulting Inc. | 236 145 | 17,44 | 6 336 | 19,98 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 31 833 | −4,65 | 854 | −2,51 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 35 846 | 9,95 | 962 | 12,27 | ||||
| 2025-07-16 | 13F | Vestia Personal Wealth Advisors | 61 811 | 17,38 | 1 658 | 19,97 | ||||
| 2025-05-09 | 13F | Pnc Financial Services Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 37 015 | 5,20 | 993 | 7,58 | ||||
| 2025-07-16 | 13F | Leading Edge Financial Planning LLC | 14 662 | 3,77 | 393 | 5,93 | ||||
| 2025-07-28 | 13F | Morris Financial Concepts, Inc. | 55 836 | 11,98 | 1 498 | 14,44 | ||||
| 2025-08-13 | 13F | Parkworth Wealth Management, Inc. | 31 135 | 8,28 | 835 | 10,60 | ||||
| 2025-07-22 | 13F | HFM Investment Advisors, LLC | 160 435 | 4,88 | 4 304 | 7,17 | ||||
| 2025-07-14 | 13F | Abacus Wealth Partners, LLC | 24 037 | −19,49 | 645 | −17,75 | ||||
| 2025-07-17 | 13F | Summit Financial Strategies, Inc. | 831 157 | 2,87 | 22 300 | 5,10 | ||||
| 2025-07-17 | 13F | Sage Rhino Capital Llc | 80 118 | 9,25 | 2 150 | 11,64 | ||||
| 2025-08-13 | 13F | American Investment Services, Inc. | 251 640 | 2,73 | 6 751 | 4,96 | ||||
| 2025-04-14 | 13F | Greenspring Advisors, LLC | 29 911 | 0,00 | 785 | 2,88 | ||||
| 2025-07-25 | 13F | Ruedi Wealth Management, Inc. | 133 536 | 5,85 | 3 583 | 8,15 | ||||
| 2025-08-01 | 13F | Austin Private Wealth, LLC | 16 033 | 31,88 | 430 | 34,80 | ||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 352 445 | 5,73 | 9 456 | 8,03 | ||||
| 2025-07-03 | 13F | Trust Co of the South | 93 968 | 25,00 | 2 521 | 27,71 | ||||
| 2025-07-28 | 13F | Delap Wealth Advisory, Llc | 19 745 | 3,08 | 530 | 5,17 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 107 409 | −6,48 | 2 882 | −4,44 | ||||
| 2025-07-17 | 13F | Willow Creek Wealth Management Inc. | 560 736 | 11,97 | 15 045 | 14,39 | ||||
| 2025-07-29 | 13F | Wealthstream Advisors, Inc. | 19 446 | −16,04 | 522 | −14,31 | ||||
| 2025-07-22 | 13F | Bay Harbor Wealth Management, LLC | 28 336 | 5,40 | 760 | 7,80 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 62 339 | −21,23 | 1 673 | −19,54 | ||||
| 2025-07-24 | 13F | Vantage Point Financial LLC | 39 548 | 5,84 | 1 061 | 8,15 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 10 439 | 0,00 | 280 | 2,19 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 2 182 | 3 867,27 | 59 | 5 700,00 | ||||
| 2025-07-31 | 13F | LJI Wealth Management, LLC | 26 408 | 2,25 | 709 | 4,42 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 20 990 | −21,16 | 563 | −19,46 | ||||
| 2025-07-17 | 13F | Elser Financial Planning, Inc | 426 112 | 11 360 | ||||||
| 2025-08-12 | 13F | BWM Planning, LLC | 35 119 | 29,65 | 942 | 32,49 | ||||
| 2025-07-10 | 13F | Waypoint Wealth Partners Inc. | 133 930 | −1,57 | 3 593 | 0,56 | ||||
| 2025-08-25 | 13F/A | Promus Capital, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-22 | 13F | Silvia Mccoll Wealth Management, Llc | 60 147 | −4,76 | 1 614 | −2,71 | ||||
| 2025-08-07 | 13F | Tilson Financial Group, Inc. | 206 840 | −1,42 | 6 | 0,00 | ||||
| 2025-07-14 | 13F | Ridgewood Investments LLC | 138 | 4 | ||||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 23 271 | −0,31 | 624 | 1,96 | ||||
| 2025-08-13 | 13F | Vermillion & White Wealth Management Group, LLC | 23 | 0,00 | 1 | |||||
| 2025-08-14 | 13F | Betterment LLC | 112 861 | 23,09 | 3 | 50,00 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 5 310 | 1,14 | 142 | 3,65 | ||||
| 2025-07-17 | 13F | DiNuzzo Private Wealth, Inc. | 1 648 809 | 1,80 | 44 238 | 4,00 | ||||
| 2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 11 859 | −21,25 | 318 | −19,49 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 42 430 | 5,54 | 1 138 | 7,87 | ||||
| 2025-07-11 | 13F | Great Waters Wealth Management | 664 599 | 1,19 | 17 831 | 3,39 | ||||
| 2025-07-18 | 13F | Bridge Generations Wealth Management Llc | 373 911 | −2,60 | 10 032 | −0,48 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 8 997 | 8,58 | 241 | 14,22 | ||||
| 2025-07-30 | 13F | Forum Financial Management, LP | 14 517 559 | 2,03 | 389 506 | 4,24 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 276 388 | −2,66 | 7 415 | −0,55 | ||||
| 2025-07-29 | 13F | Master's Wealth Management Inc. | 271 915 | 5,64 | 7 295 | 7,93 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 1 057 | 42,45 | 29 | 47,37 | ||||
| 2025-08-05 | 13F | Clarity Wealth Development LLC | 139 106 | 1,75 | 3 732 | 3,84 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 815 | −26,44 | 22 | −27,59 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 203 | 0,50 | 5 | 0,00 | ||||
| 2025-07-16 | 13F | Five Oceans Advisors | 11 149 | 7,19 | 299 | 9,52 | ||||
| 2025-07-21 | 13F | Keb Asset Management, Llc | 56 749 | 25,24 | 1 523 | 28,01 | ||||
| 2025-08-12 | 13F | Cooper/haims Advisors, Llc | 127 560 | 3,28 | 3 422 | 5,52 | ||||
| 2025-07-07 | 13F | New Capital Management LP | 174 110 | −16,57 | 4 671 | −14,76 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Poinciana Advisors Group, Llc | 60 264 | 9,61 | 1 617 | 11,99 | ||||
| 2025-08-11 | 13F | Copperleaf Capital, LLC | 10 768 | 10,29 | 289 | 12,50 | ||||
| 2025-08-12 | 13F | Hill Investment Group Partners, LLC | 89 663 | 50,06 | 2 406 | 53,28 | ||||
| 2025-08-08 | 13F | Creative Planning | 53 264 | 2,70 | 1 429 | 5,00 | ||||
| 2025-08-12 | 13F | JMG Financial Group, Ltd. | 4 996 700 | 4,18 | 134 061 | 6,44 | ||||
| 2025-08-06 | 13F | Longview Financial Advisors LLC | 89 682 | 1,75 | 2 406 | 3,98 | ||||
| 2025-07-09 | 13F | Seaside Wealth Management, Inc. | 25 366 | −5,06 | 681 | −3,00 | ||||
| 2025-07-28 | 13F | IFG Advisors, LLC | 8 104 | 1,27 | 217 | 3,33 | ||||
| 2025-05-12 | 13F | True North Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Morgan Stanley | 6 252 | −6,62 | 168 | −4,57 | ||||
| 2025-07-31 | 13F | Planning Center, Inc. | 522 403 | 2,56 | 14 016 | 4,79 | ||||
| 2025-08-14 | 13F | Sterling Wealth Management, Inc. | 78 838 | −15,89 | 2 115 | −11,62 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 2 463 983 | 0,68 | 66 109 | 2,86 | ||||
| 2025-07-15 | 13F | Level Financial Advisors, Inc. | 426 776 | 3,68 | 11 450 | 5,93 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 10 509 | 0 | ||||||
| 2025-08-07 | 13F | Timonier Family Office, LTD. | 56 157 | −3,71 | 1 507 | −1,63 | ||||
| 2025-07-11 | 13F | Quantum Financial Advisors, LLC | 683 332 | −7,65 | 18 334 | −5,65 | ||||
| 2025-08-05 | 13F | Hutchens & Kramer Investment Management Group, LLC | 25 714 | −2,62 | 694 | 0,14 | ||||
| 2025-07-16 | 13F | Moisand Fitzgerald Tamayo, LLC | 834 | 0,00 | 22 | 4,76 | ||||
| 2025-08-14 | 13F | Investmark Advisory Group LLC | 11 559 | −14,71 | 310 | −12,68 | ||||
| 2025-07-18 | 13F | Meritas Wealth Management, LLC | 61 287 | 0,91 | 1 644 | 3,14 | ||||
| 2025-08-06 | 13F | New Dimensions Wealth Management, LLC | 174 207 | 3,45 | 4 736 | 7,08 | ||||
| 2025-07-10 | 13F | Cypress Point Wealth Management, LLC | 112 836 | 0,22 | 3 027 | 2,40 | ||||
| 2025-07-31 | 13F | AlTi Global, Inc. | 179 651 | 4 820 | ||||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 25 220 | 1 | ||||||
| 2025-07-24 | 13F | VanderPol Investments L.L.C. | 9 891 | 4,91 | 265 | 7,29 |
