Grundläggande statistik
| Institutionella ägare | 489 total, 489 long only, 0 short only, 0 long/short - change of 9,40% MRQ |
| Genomsnittlig portföljallokering | 2.4191 % - change of −1,32% MRQ |
| Institutionella aktier (lång) | 290 422 912 (ex 13D/G) - change of 16,95MM shares 6,20% MRQ |
| Institutionellt värde (lång) | $ 8 552 870 USD ($1000) |
Institutionellt ägande och aktieägare
Dimensional ETF Trust - Dimensional International Core Equity 2 ETF (US:DFIC) har 489 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 290,422,912 aktier. Största aktieägare inkluderar Mercer Global Advisors Inc /adv, Envestnet Asset Management Inc, Forum Financial Management, LP, Evensky & Katz LLC, HighTower Advisors, LLC, RW Investment Management LLC, DFAW - Dimensional World Equity ETF, JMG Financial Group, Ltd., Summit Financial Strategies, Inc., and Apella Capital, LLC .
Dimensional ETF Trust - Dimensional International Core Equity 2 ETF (BATS:DFIC) 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 32,79 / share. Previously, on September 13, 2024, the share price was 27,54 / share. This represents an increase of 19,06% over that period.
Fondsentimentets poäng
Fondsentimentet poängen(fka Ägarackumulation-poäng) visar vilka aktier som är mest köpta av fonder. Det är resultatet av en sofistikerad kvantitativ flerfaktormodell som identifierar företag med de högsta nivåerna av institutionell ackumulering. Poängsättningsmodellen använder en kombination av den totala ökningen av redovisade ägare, förändringarna i portföljallokeringarna för dessa ägare och andra mått. Siffran sträcker sig från 0 till 100, där högre siffror indikerar en högre nivå av ackumulering i förhållande till sina konkurrenter, och 50 är genomsnittet.
Uppdateringsfrekvens: Dagligen
Se Ownership Explorer, som innehåller en lista över de högst rankade företagen.
Institutionell sälj/köp-kvot
Förutom att rapportera vanliga eget kapital- och skuldemissioner måste institutioner med mer än 100MM tillgångar under förvaltning också avslöja sina innehav av sälj- och köpoptioner. Eftersom säljoptioner i allmänhet indikerar ett negativt sentiment och köpoptioner indikerar ett positivt sentiment, kan vi få en uppfattning om det övergripande institutionella sentimentet genom att plotta förhållandet mellan säljoptioner och köpoptioner. Diagrammet till höger visar det historiska förhållandet mellan sälj- och köpoptioner för detta instrument.
Genom att använda sälj/köp-kvoten som en indikator på aktieägarnas sentiment undviker man en av de största bristerna med att använda det totala institutionella ägandet, nämligen att en betydande del av de förvaltade tillgångarna investeras passivt för att följa index. Passivt förvaltade fonder köper vanligtvis inte optioner, så indikatorn för sälj/köp-kvoten ger en bättre bild av stämningen i aktivt förvaltade fonder.
13F- och NPORT-arkiveringar
Detaljer om 13F-arkiveringar är gratis. Detaljer om NP-arkiveringar kräver ett premiummedlemskap. Gröna rader indikerar nya positioner. Röda rader indikerar stängda positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
Uppgradera
för att låsa upp premiumdata och exportera till Excel 
.
| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-30 | 13F | Citizens & Northern Corp | 17 326 | 0,00 | 539 | 11,85 | ||||
| 2025-07-28 | 13F | RCS Financial Planning, LLC | 343 715 | −13,67 | 10 686 | −3,35 | ||||
| 2025-08-08 | 13F | Your Advocates Ltd., LLP | 1 237 297 | −2,93 | 38 468 | 8,68 | ||||
| 2025-08-07 | 13F | Evoke Wealth, Llc | 31 643 | 984 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 509 585 | 12,50 | 15 843 | 25,95 | ||||
| 2025-08-05 | 13F | Integrity Financial Corp /WA | 158 | 0,00 | 5 | 0,00 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 38 914 | 212,26 | 1 210 | 249,42 | ||||
| 2025-07-29 | 13F | AssuredPartners Investment Advisors, LLC | 108 720 | 2,63 | 3 380 | 14,93 | ||||
| 2025-07-09 | 13F | HFG Wealth Management, LLC | 27 204 | 15,61 | 755 | 24,18 | ||||
| 2025-08-14 | 13F | Essential Planning, LLC. | 51 718 | 39,53 | 1 608 | 56,17 | ||||
| 2025-07-29 | 13F | Private Wealth Management Group, LLC | 598 627 | −1,28 | 18 611 | 10,52 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 19 065 | −8,46 | 593 | 2,42 | ||||
| 2025-07-25 | 13F | Investment Advisory Group, LLC | 24 739 | 109,05 | 769 | 134,45 | ||||
| 2025-07-09 | 13F | Shore Point Advisors, LLC | 7 354 | 229 | ||||||
| 2025-07-31 | 13F | Brighton Jones Llc | 1 883 911 | 3,36 | 58 571 | 15,72 | ||||
| 2025-07-31 | 13F | Catalyst Capital Advisors LLC | 1 639 165 | −5,86 | 50 962 | 5,40 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 34 888 | −98,41 | 1 085 | −98,22 | ||||
| 2025-07-07 | 13F | Discipline Wealth Solutions, LLC | 8 077 | 251 | ||||||
| 2025-07-25 | 13F | Tranquility Partners, LLC | 13 346 | 2,60 | 415 | 14,68 | ||||
| 2025-07-31 | 13F | Topsail Wealth Management, LLC | 1 155 | 0,00 | 36 | 9,38 | ||||
| 2025-08-05 | 13F | Hills Bank & Trust Co | 180 031 | 246,66 | 5 597 | 288,14 | ||||
| 2025-08-08 | 13F | Capstone Financial Advisors, Inc. | 20 750 | 0,00 | 645 | 11,98 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 16 800 | 12,00 | 522 | 25,48 | ||||
| 2025-07-21 | 13F | Sageworth Trust Co | 822 360 | 6,88 | 25 567 | 19,66 | ||||
| 2025-07-22 | 13F | Awm Capital, Llc | 3 597 630 | 21,23 | 111 850 | 35,72 | ||||
| 2025-07-23 | 13F | Quarry Hill Advisors, Llc | 386 586 | 5,03 | 12 019 | 17,58 | ||||
| 2025-08-06 | 13F | Hoxton Planning & Management, LLC | 29 009 | −0,34 | 902 | 11,51 | ||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 8 035 | 81,17 | 250 | 102,44 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 17 431 | 542 | ||||||
| 2025-08-07 | 13F | Nwam Llc | 36 040 | −0,18 | 1 120 | 11,78 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 595 232 | −6,29 | 18 506 | 4,91 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 140 485 | 3,53 | 4 368 | 15,90 | ||||
| 2025-07-09 | 13F | Market Street Wealth Management Advisors Llc | 860 311 | −0,74 | 26 747 | 11,13 | ||||
| 2025-08-14 | 13F | Envision Financial Planning, LLC | 60 128 | 94,02 | 1 869 | 117,33 | ||||
| 2025-07-29 | 13F | Lutz Financial Services LLC | 739 772 | −0,24 | 23 000 | 11,68 | ||||
| 2025-07-15 | 13F | Great Oak Capital Partners, Llc | 14 378 | −13,48 | 447 | 5,19 | ||||
| 2025-07-25 | 13F | Lion Street Advisors, LLC | 11 533 | 7,82 | 359 | 20,54 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 2 263 046 | 9,60 | 70 | 22,81 | ||||
| 2025-07-17 | 13F | Porter White Investment Advisors, Inc. | 164 687 | −8,20 | 5 120 | 2,77 | ||||
| 2025-07-09 | 13F | Hiley Hunt Wealth Management | 424 859 | 2,26 | 13 111 | 13,44 | ||||
| 2025-07-17 | 13F | Archford Capital Strategies, LLC | 131 323 | 25,05 | 4 083 | 39,99 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 7 524 | 0,00 | 234 | 12,02 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 42 593 | 18,31 | 1 324 | 32,53 | ||||
| 2025-07-14 | 13F | Financial Harvest, LLC | 326 840 | 10 161 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 773 094 | 256,88 | 24 035 | 299,58 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 5 087 106 | −1,63 | 158 158 | 10,13 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 23 837 | −5,01 | 741 | 6,47 | ||||
| 2025-07-11 | 13F | Diversified Trust Co | 59 387 | 1 846 | ||||||
| 2025-07-29 | 13F | Fundamentun, Llc | 123 966 | 3 854 | ||||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 728 414 | −0,87 | 22 646 | 10,98 | ||||
| 2025-08-12 | 13F | Rather & Kittrell, Inc. | 1 995 029 | 2,38 | 62 025 | 14,62 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 80 297 | 7,39 | 2 496 | 20,23 | ||||
| 2025-08-15 | 13F | North Ridge Wealth Advisors, Inc. | 281 561 | −6,78 | 8 754 | 4,36 | ||||
| 2025-08-14 | 13F | Monograph Wealth Advisors, Llc | 65 263 | 21,40 | 2 029 | 35,99 | ||||
| 2025-07-16 | 13F | Kerntke Otto McGlone Wealth Management Group | 33 732 | −38,52 | 1 049 | −31,19 | ||||
| 2025-07-17 | 13F | Symmetry Partners, LLC | 1 201 954 | 17,73 | 37 369 | 31,81 | ||||
| 2025-07-31 | 13F | Optimum Investment Advisors | 417 | 0,00 | 13 | 9,09 | ||||
| 2025-07-25 | 13F | Hemington Wealth Management | 30 655 | −0,11 | 1 | |||||
| 2025-07-29 | 13F | Schubert & Co | 86 001 | −6,95 | 2 674 | 4,17 | ||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 781 | 0,00 | 24 | 14,29 | ||||
| 2025-07-10 | 13F | Hurlow Wealth Management Group, Inc. | 359 284 | 16,78 | 11 170 | 30,75 | ||||
| 2025-08-01 | 13F | Penobscot Wealth Management | 224 939 | 3,85 | 6 993 | 16,26 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 15 421 | 0,00 | 479 | 11,92 | ||||
| 2025-07-23 | 13F | REAP Financial Group, LLC | 1 | 0 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 1 138 155 | 0,96 | 35 385 | 13,03 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 365 684 | 2,50 | 11 369 | 14,76 | ||||
| 2025-08-01 | 13F | Red Lighthouse Investment Management, Llc | 16 311 | 0,98 | 507 | 17,36 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 62 280 | 1 271,50 | 1 936 | 1 436,51 | ||||
| 2025-04-14 | 13F | Greenspring Advisors, LLC | 720 999 | 15,78 | 20 022 | 24,40 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 30 280 | 12,46 | 941 | 25,80 | ||||
| 2025-07-21 | 13F | Monticello Wealth Management, Llc | 16 298 | 0,00 | 507 | 11,95 | ||||
| 2025-04-17 | 13F | Nbt Bank N A /ny | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Lakeridge Wealth Management LLC | 15 819 | −30,13 | 492 | −21,82 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 8 587 | −9,06 | 267 | 9,02 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 141 671 | 0,97 | 4 405 | 13,04 | ||||
| 2025-04-15 | 13F | Michael A. Dubis Financial Planning, LLC | 128 930 | 5,25 | 3 580 | 119 233,33 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 21 157 | 0,05 | 658 | 11,93 | ||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 2 382 | 0,00 | 74 | 12,12 | ||||
| 2025-07-08 | 13F | Peirce Capital Management, LLC | 90 522 | 1,20 | 2 814 | 13,29 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 211 385 | 194,03 | 6 572 | 229,21 | ||||
| 2025-07-29 | 13F | Millburn Ridgefield Corp | 1 639 165 | −5,86 | 50 962 | 5,40 | ||||
| 2025-07-09 | 13F | Christopher J. Hasenberg, Inc | 7 971 | 248 | ||||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 296 971 | −2,48 | 9 233 | 9,18 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 303 182 | 43,74 | 9 426 | 60,92 | ||||
| 2025-08-13 | 13F | United Wealth Management, LLC | 950 789 | −0,64 | 29 560 | 11,24 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 1 039 916 | −27,25 | 32 331 | −18,56 | ||||
| 2025-07-11 | 13F | Rockwood Wealth Management, LLC | 1 909 093 | 33,49 | 59 354 | 49,45 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 33 527 | −1,78 | 1 042 | 10,03 | ||||
| 2025-08-14 | 13F | RBF Capital, LLC | 130 000 | −13,33 | 4 042 | −2,98 | ||||
| 2025-07-16 | 13F | Strategic Investment Solutions, Inc. /IL | 37 866 | 1 177 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 260 009 | 47,25 | 8 084 | 64,86 | ||||
| 2025-08-14 | 13F | Comerica Bank | 615 | −6,25 | 19 | 5,56 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 778 | −71,40 | 24 | −68,00 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 7 218 | −3,62 | 224 | 8,21 | ||||
| 2025-07-15 | 13F | Kraft Asset Management, Llc | 13 504 | −17,35 | 420 | −7,51 | ||||
| 2025-08-11 | 13F | Mosaic Family Wealth Partners, Llc | 607 508 | −1,50 | 18 887 | 10,28 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 3 646 621 | 12,04 | 112 535 | 29,83 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 1 088 | 1,40 | 34 | 13,79 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 529 286 | 6,04 | 16 916 | 15,98 | ||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 68 075 | 8,66 | 2 116 | 21,68 | ||||
| 2025-07-24 | 13F | Drucker Wealth 3.0, LLC | 48 587 | 109,84 | 1 522 | 136,55 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 83 577 | 55,31 | 2 598 | 73,90 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 1 664 | 52 | ||||||
| 2025-07-16 | 13F | Signaturefd, Llc | 4 824 | −19,91 | 150 | −10,78 | ||||
| 2025-07-11 | 13F | Annex Advisory Services, LLC | 2 277 634 | 70 812 | ||||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 342 743 | −14,45 | 10 656 | −4,22 | ||||
| 2025-08-11 | 13F | Foundation Wealth Management, LLC\PA | 142 481 | −8,72 | 4 430 | 2,19 | ||||
| 2025-08-21 | 13F | Aveo Capital Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 3 009 673 | −8,94 | 93 570 | 1,68 | ||||
| 2025-07-28 | 13F | Strategent Financial, LLC | 96 267 | 10,62 | 2 993 | 23,84 | ||||
| 2025-08-14 | 13F | C M Bidwell & Associates Ltd | 21 172 | 0,00 | 658 | 12,10 | ||||
| 2025-07-29 | 13F | Werba Rubin Papier Wealth Management | 41 753 | 17,23 | 1 298 | 31,24 | ||||
| 2025-08-12 | 13F | Passive Capital Management, LLC. | 512 608 | 4,71 | 15 922 | 17,12 | ||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 67 642 | −2,53 | 1 878 | 4,74 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 494 265 | 86,03 | 15 367 | 108,27 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 28 922 | 3,69 | 899 | 16,15 | ||||
| 2025-07-31 | 13F | BIP Wealth, LLC | 51 005 | 0,04 | 1 586 | 12,01 | ||||
| 2025-07-02 | 13F | Helen Stephens Group, LLC | 1 306 945 | 2,22 | 40 633 | 14,44 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 26 269 | 817 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 192 598 | −18,51 | 6 | −16,67 | ||||
| 2025-08-11 | 13F | von Borstel & Associates, Inc. | 1 326 811 | −2,28 | 41 | 10,81 | ||||
| 2025-07-18 | 13F | GEN Financial Management, INC. | 54 808 | −8,70 | 1 704 | 2,16 | ||||
| 2025-05-07 | 13F | WMS Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 48 | 0,00 | 1 | 0,00 | ||||
| 2025-07-23 | 13F | HTG Investment Advisors, Inc. | 690 718 | 2,45 | 21 474 | 14,69 | ||||
| 2025-08-12 | 13F | Burk Holdings LLC | 561 699 | 7,84 | 17 463 | 20,73 | ||||
| 2025-07-16 | 13F | Squire Investment Management Company, LLC | 73 651 | 10,28 | 2 290 | 23,46 | ||||
| 2025-07-23 | 13F | Austin Asset Management Co Inc | 431 223 | −3,62 | 13 407 | 7,90 | ||||
| 2025-07-17 | 13F | Avondale Wealth Management | 2 000 | 0,00 | 62 | 12,73 | ||||
| 2025-08-01 | 13F | SwitchPoint Financial Planning, LLC | 641 665 | 1,49 | 19 949 | 13,62 | ||||
| 2025-08-06 | 13F | Entrewealth, Llc | 86 748 | −41,72 | 2 697 | −34,77 | ||||
| 2025-07-23 | 13F | Allegiance Financial Group Advisory Services LLC | 22 809 | 0,00 | 709 | 12,01 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 4 305 | 8,22 | 134 | 20,91 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 10 286 | 320 | ||||||
| 2025-05-13 | 13F | Brooklyn FI, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-17 | 13F | Sterling Wealth Advisors Inc | 326 151 | 0,10 | 10 137 | 12,02 | ||||
| 2025-07-28 | 13F | Wealthspan Partners, Llc | 36 387 | 13,44 | 1 131 | 27,08 | ||||
| 2025-07-21 | 13F | Life Planning Partners, Inc | 11 374 | 6,02 | 354 | 18,86 | ||||
| 2025-06-26 | NP | DFAW - Dimensional World Equity ETF | 4 569 131 | 14,59 | 131 911 | 23,46 | ||||
| 2025-07-18 | 13F | Client 1st Advisory Group, Llc | 459 313 | −8,03 | 14 280 | 2,96 | ||||
| 2025-07-18 | 13F | PBMares Wealth Management LLC | 81 745 | 0,01 | 2 541 | 11,99 | ||||
| 2025-07-15 | 13F | Vestment Financial LLC | 490 932 | 3,13 | 15 276 | 15,20 | ||||
| 2025-07-21 | 13F | Qrg Capital Management, Inc. | 11 218 | 349 | ||||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 2 546 499 | 1,65 | 79 171 | 13,80 | ||||
| 2025-08-05 | 13F | WorthPointe, LLC | 69 076 | 21,85 | 2 148 | 36,40 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 2 459 314 | 107,82 | 76 460 | 132,67 | ||||
| 2025-07-23 | 13F | First Financial Group Corp | 10 534 | 0,87 | 328 | 12,76 | ||||
| 2025-08-11 | 13F | WPWealth LLP | 2 442 369 | −0,61 | 75 933 | 11,27 | ||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 2 361 | 0,00 | 73 | 12,31 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 383 759 | 179,81 | 11 931 | 213,31 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 745 432 | −6,16 | 23 175 | 5,05 | ||||
| 2025-07-14 | 13F | Abacus Planning Group, Inc. | 1 536 792 | 47 779 | ||||||
| 2025-07-18 | 13F | BCO Wealth Management LLC | 475 895 | 3,80 | 14 796 | 16,21 | ||||
| 2025-09-09 | 13F | Cambridge Financial Group, LLC | 662 921 | 9,10 | 20 610 | 22,14 | ||||
| 2025-07-16 | 13F | Vestia Personal Wealth Advisors | 390 037 | −10,16 | 12 125 | 0,54 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 12 933 | 22,63 | 402 | 37,67 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 103 284 | −1,18 | 3 223 | 11,06 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 17 315 | 538 | ||||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 50 617 | 7,09 | 1 574 | 19,89 | ||||
| 2025-08-06 | 13F | SNS Financial Group, LLC | 48 964 | 21,58 | 1 522 | 36,14 | ||||
| 2025-07-28 | 13F | Disciplined Equity Management, Inc. | 18 610 | 0,00 | 579 | 12,02 | ||||
| 2025-07-28 | 13F | Delap Wealth Advisory, Llc | 59 449 | 361,02 | 1 848 | 416,20 | ||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 390 | 0,00 | 12 | 20,00 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 1 | 0 | ||||||
| 2025-07-15 | 13F | Hartmann Taylor Wealth Management, LLC | 10 857 | 13,60 | 338 | 27,17 | ||||
| 2025-08-01 | 13F | JDH Wealth Management, LLC | 188 850 | 7,09 | 5 871 | 19,89 | ||||
| 2025-08-01 | 13F | Cobblestone Capital Advisors Llc /ny/ | 17 150 | 0,00 | 533 | 11,97 | ||||
| 2025-07-09 | 13F | GEM Asset Management, LLC | 71 267 | 30,68 | 2 199 | 44,96 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 1 092 539 | −16,96 | 33 967 | −7,03 | ||||
| 2025-07-29 | 13F | Straight Path Wealth Management | 877 424 | 7,35 | 27 279 | 20,19 | ||||
| 2025-07-22 | 13F | Visionary Horizons, LLC | 11 630 | −4,24 | 362 | 7,12 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | HMV Wealth Advisors, LLC | 7 725 | −32,80 | 240 | −24,76 | ||||
| 2025-08-06 | 13F | Cannon Financial Strategists, Inc. | 3 379 082 | −0,03 | 105 056 | 11,92 | ||||
| 2025-07-15 | 13F | SJS Investment Consulting Inc. | 1 768 436 | −0,42 | 54 981 | 11,48 | ||||
| 2025-07-23 | 13F | Tcfg Wealth Management, Llc | 30 021 | 1,69 | 933 | 13,92 | ||||
| 2025-07-25 | 13F | Acorn Creek Capital Llc | 800 475 | 36,35 | 24 887 | 52,65 | ||||
| 2025-08-11 | 13F | Rockbridge Investment Management, LCC | 2 081 593 | 2,61 | 64 717 | 14,88 | ||||
| 2025-07-22 | 13F | HFM Investment Advisors, LLC | 873 | 2,83 | 27 | 17,39 | ||||
| 2025-07-21 | 13F | Triad Wealth Partners, LLC | 42 327 | 98,08 | 1 316 | 121,75 | ||||
| 2025-08-05 | 13F | Sensible Money, LLC | 490 761 | 13,96 | 15 258 | 27,58 | ||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 1 022 873 | 15,10 | 31 801 | 28,86 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 53 649 | −59,81 | 1 668 | −55,02 | ||||
| 2025-08-13 | 13F | Parkworth Wealth Management, Inc. | 224 264 | 3,44 | 6 972 | 15,81 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 9 053 | 0,00 | 281 | 11,95 | ||||
| 2025-07-22 | 13F | Team Financial Group, LLC | 868 | 27 | ||||||
| 2025-08-13 | 13F | American Investment Services, Inc. | 347 598 | −19,52 | 10 807 | −9,90 | ||||
| 2025-08-01 | 13F | SYM FINANCIAL Corp | 17 631 | 26,00 | 548 | 41,24 | ||||
| 2025-07-17 | 13F | Summit Financial Strategies, Inc. | 3 842 841 | −1,14 | 119 474 | 10,68 | ||||
| 2025-08-04 | 13F | Syverson Strege & Co | 2 227 118 | 9,19 | 69 241 | 22,25 | ||||
| 2025-08-12 | 13F | Long Island Wealth Management, Inc. | 6 730 | 209 | ||||||
| 2025-07-03 | 13F | Trust Co of the South | 988 968 | 26,98 | 30 747 | 42,16 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 29 171 | 9,50 | 907 | 22,60 | ||||
| 2025-07-15 | 13F | Fortitude Family Office, LLC | 733 | 23 | ||||||
| 2025-07-21 | 13F | Sageworth Trust Co of South Dakota | 121 045 | 4,99 | 3 763 | 17,56 | ||||
| 2025-08-06 | 13F | New Dimensions Wealth Management, LLC | 671 011 | 0,61 | 20 720 | 11,88 | ||||
| 2025-08-14 | 13F | Investmark Advisory Group LLC | 8 621 | −59,54 | 268 | −54,65 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 33 607 | 93,99 | 1 045 | 133,56 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 9 215 | 286 | ||||||
| 2025-07-31 | 13F | LJI Wealth Management, LLC | 9 598 | 0,06 | 298 | 12,03 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 16 358 | 0,00 | 509 | 11,89 | ||||
| 2025-08-11 | 13F | TAGStone Capital, Inc. | 22 128 | 43,51 | 703 | |||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 34 553 | 2,81 | 1 074 | 15,11 | ||||
| 2025-07-18 | 13F | Fmb Wealth Management | 202 707 | 51,25 | 6 302 | 69,36 | ||||
| 2025-07-11 | 13F | Kaufman Rossin Wealth, LLC | 7 462 | 0,00 | 232 | 11,59 | ||||
| 2025-08-14 | 13F | Betterment LLC | 1 452 939 | 0,51 | 45 | 12,50 | ||||
| 2025-08-13 | 13F | Vermillion & White Wealth Management Group, LLC | 460 | 0,00 | 14 | 16,67 | ||||
| 2025-07-22 | 13F | USAdvisors Wealth Management, LLC | 44 473 | −0,62 | 1 | 0,00 | ||||
| 2025-07-30 | 13F | EnRich Financial Partners LLC | 1 005 593 | 24,13 | 31 264 | 38,97 | ||||
| 2025-08-07 | 13F | Timonier Family Office, LTD. | 359 040 | 12,12 | 11 163 | 25,53 | ||||
| 2025-07-17 | 13F | DiNuzzo Private Wealth, Inc. | 1 507 495 | −1,04 | 46 868 | 10,79 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Grunden Financial Advisory, Inc. | 94 831 | −2,73 | 2 948 | 8,90 | ||||
| 2025-08-06 | 13F | True Wealth Design, LLC | 1 070 046 | −8,79 | 33 268 | 2,11 | ||||
| 2025-07-17 | 13F | Elser Financial Planning, Inc | 2 072 975 | 63 765 | ||||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 6 531 | 41,21 | 203 | 55,38 | ||||
| 2025-07-16 | 13F | Plancorp, LLC | 1 620 101 | 255,71 | 50 369 | 298,23 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 1 101 | −76,39 | 34 | −73,64 | ||||
| 2025-07-16 | 13F | Kooman & Associates | 1 536 792 | −1,65 | 47 779 | 10,11 | ||||
| 2025-08-06 | 13F | Financial Alternatives, Inc | 65 888 | −0,60 | 2 048 | 11,30 | ||||
| 2025-07-30 | 13F | Studio Investment Management Llc | 580 277 | −1,73 | 18 041 | 10,01 | ||||
| 2025-05-09 | 13F | Conquis Financial Llc | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Keb Asset Management, Llc | 178 122 | 3,66 | 5 538 | 16,06 | ||||
| 2025-07-17 | 13F | Global Trust Asset Management, LLC | 2 500 | 0,00 | 78 | 11,59 | ||||
| 2025-07-24 | 13F | rebel Financial LLC | 22 057 | 686 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 43 261 | −60,67 | 1 345 | −55,99 | ||||
| 2025-07-24 | 13F | Edge Financial Advisors LLC | 31 419 | 977 | ||||||
| 2025-08-05 | 13F | American Capital Advisory, LLC | 309 456 | 2,26 | 9 621 | 14,48 | ||||
| 2025-08-08 | 13F | Glassman Wealth Services | 19 493 | 22,22 | 606 | 37,10 | ||||
| 2025-05-15 | 13F | Gts Securities Llc | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Longview Financial Advisors LLC | 150 506 | −6,13 | 4 679 | 5,10 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 26 977 | −30,28 | 839 | −21,97 | ||||
| 2025-08-14 | 13F | Family Office Research LLC | 153 886 | −4,11 | 4 784 | 7,36 | ||||
| 2025-08-12 | 13F | Hill Investment Group Partners, LLC | 2 047 490 | −6,71 | 63 656 | 4,44 | ||||
| 2025-07-29 | 13F | Wingate Wealth Advisors, Inc. | 12 163 | 1,37 | 378 | 13,51 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 31 737 070 | 2,72 | 986 706 | 15,00 | ||||
| 2025-07-23 | 13F | Elevate Wealth Advisory, Inc | 4 960 | 34,82 | 154 | 50,98 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 313 981 | 25,43 | 10 | 50,00 | ||||
| 2025-07-22 | 13F | Evensky & Katz LLC | 6 146 161 | −2,74 | 191 | 9,14 | ||||
| 2025-08-08 | 13F | Altiora Financial Group, LLC | 55 518 | 1,70 | 1 726 | 13,93 | ||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 30 365 | −1,41 | 944 | 10,41 | ||||
| 2025-08-11 | 13F | Plum Street Advisors, LLC | 212 068 | 115,32 | 6 593 | 141,06 | ||||
| 2025-08-13 | 13F | RW Investment Management LLC | 4 707 212 | −0,76 | 146 347 | 11,11 | ||||
| 2025-07-11 | 13F | Pioneer Wealth Management Group | 14 618 | 0,00 | 454 | 12,10 | ||||
| 2025-08-05 | 13F | Hutchens & Kramer Investment Management Group, LLC | 360 380 | −1,79 | 11 193 | 9,84 | ||||
| 2025-08-14 | 13F | Eaton-Cambridge Inc. | 1 218 574 | 7,78 | 37 885 | 20,66 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 141 703 | 3,24 | 4 406 | 15,59 | ||||
| 2025-07-09 | 13F | Reyes Financial Architecture, Inc. | 6 076 | 0,00 | 189 | 11,90 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 499 841 | 32,39 | 15 539 | 48,20 | ||||
| 2025-04-15 | 13F | Fifth Third Bancorp | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-24 | 13F | VanderPol Investments L.L.C. | 6 706 | 208 | ||||||
| 2025-08-29 | NP | MBXAX - Catalyst/Millburn Hedge Strategy Fund Class A | 1 639 165 | −5,86 | 50 962 | 5,40 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 34 493 | 113,34 | 1 072 | 139,29 | ||||
| 2025-08-08 | 13F | Austin Wealth Management, LLC | 286 793 | −57,89 | 8 832 | −54,60 | ||||
| 2025-07-17 | 13F | Applied Capital LLC | 444 928 | −2,21 | 13 833 | 9,48 | ||||
| 2025-07-16 | 13F | Gradient Capital Advisors, LLC | 22 962 | 0,00 | 714 | 11,93 | ||||
| 2025-07-30 | 13F | Bleakley Financial Group, LLC | 44 254 | −6,83 | 1 376 | 4,25 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 302 884 | 2,12 | 9 417 | 14,12 | ||||
| 2025-08-01 | 13F | Transcend Wealth Collective, Llc | 15 307 | 6,14 | 476 | 18,75 | ||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 115 517 | −2,87 | 3 607 | 9,24 | ||||
| 2025-08-14 | 13F | Hancock Whitney Corp | 7 712 | 240 | ||||||
| 2025-08-18 | 13F/A | Kestra Investment Management, LLC | 2 523 479 | −46,65 | 78 455 | −40,28 | ||||
| 2025-07-22 | 13F | Confluence Wealth Services, Inc. | 15 651 | −4,35 | 487 | 5,42 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 596 | 1 195,65 | 19 | 1 700,00 | ||||
| 2025-07-08 | 13F | Henrickson Nauta Wealth Advisors, Inc. | 971 570 | 13,08 | 30 206 | 33,68 | ||||
| 2025-07-15 | 13F | EWG Elevate Inc. | 11 419 | −21,13 | 355 | −11,69 | ||||
| 2025-08-12 | 13F | Tableaux Llc | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 770 567 | 226,94 | 23 957 | 266,02 | ||||
| 2025-07-18 | 13F | BCU Wealth Advisors, LLC | 979 761 | 4,46 | 30 461 | 16,95 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 6 120 | 0,00 | 190 | 12,43 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 0 | −100,00 | 0 | ||||
| 2025-07-17 | 13F | Northwest Wealth Management, Llc | 101 176 | −1,63 | 3 146 | 10,12 | ||||
| 2025-07-17 | 13F | XY Planning Network, Inc. | 180 535 | 15,56 | 5 613 | 29,37 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 28 762 442 | 4,46 | 894 224 | 16,95 | ||||
| 2025-07-23 | 13F | Pillar Financial Advisors, LLC | 499 943 | 1,07 | 15 543 | 13,16 | ||||
| 2025-07-10 | 13F | Strathmore Capital Advisors, Inc. | 21 416 | −63,76 | 671 | −56,12 | ||||
| 2025-07-22 | 13F | Gemmer Asset Management LLC | 420 528 | 7,51 | 13 074 | 20,36 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-08 | 13F | Truepoint, Inc. | 2 129 335 | 6,33 | 66 201 | 19,04 | ||||
| 2025-08-05 | 13F | Bridgewater Advisors Inc. | 1 101 769 | −8,09 | 34 425 | −0,70 | ||||
| 2025-07-14 | 13F | Maryland Capital Advisors Inc. | 3 808 | −0,08 | 118 | 12,38 | ||||
| 2025-07-29 | 13F | Two West Capital Advisors LLC | 96 767 | 0,69 | 3 068 | 18,14 | ||||
| 2025-08-06 | 13F | Cloud Capital Management, LLC | 163 431 | 25,05 | 5 | 66,67 | ||||
| 2025-08-12 | 13F | Landing Point Financial Group, LLC | 32 851 | 23,31 | 1 021 | 38,16 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 185 715 | 4,34 | 5 774 | 16,82 | ||||
| 2025-07-17 | 13F | Mustard Seed Financial, LLC | 19 700 | −0,49 | 612 | 11,48 | ||||
| 2025-07-16 | 13F | Jentner Corp | 1 317 059 | 6,58 | 40 947 | 19,32 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 6 861 | 213 | ||||||
| 2025-08-12 | 13F | McGrath & Associates, Inc. | 42 935 | 9,81 | 1 335 | 22,95 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 4 050 | 10,41 | 0 | |||||
| 2025-08-07 | 13F | Cahill Financial Advisors Inc | 63 256 | 0,00 | 1 967 | 11,96 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 54 221 | 5,94 | 1 686 | 18,58 | ||||
| 2025-07-25 | 13F | Gordian Advisors LLC | 72 357 | −5,99 | 2 250 | 5,24 | ||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 13 561 | 0,00 | 422 | 11,97 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 2 869 211 | 3,52 | 89 204 | 15,89 | ||||
| 2025-07-22 | 13F | Firethorn Wealth Partners, Llc | 84 480 | −3,75 | 2 626 | 7,76 | ||||
| 2025-07-17 | 13F | Albion Financial Group /ut | 470 | 0,00 | 15 | 7,69 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 194 428 | 79,70 | 6 045 | 101,20 | ||||
| 2025-07-29 | 13F | Stordahl Capital Management, Inc. | 1 402 459 | −3,11 | 43 602 | 8,48 | ||||
| 2025-07-29 | 13F | Financial Symmetry Inc | 259 320 | 20,83 | 8 062 | 35,27 | ||||
| 2025-08-08 | 13F | SageOak Financial, LLC | 395 146 | 9,25 | 12 285 | 22,31 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Ark & Tlk Investments, Llc | 916 623 | −0,43 | 28 498 | 11,47 | ||||
| 2025-07-15 | 13F | Maseco Llp | 2 410 924 | 74 944 | ||||||
| 2025-07-16 | 13F | Tassel Capital Management, Inc. | 877 846 | 24,97 | 27 292 | 39,92 | ||||
| 2025-08-11 | 13F | Root Financial Partners, LLC | 14 865 | −75,17 | 462 | −72,20 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 1 052 640 | 15,83 | 32 727 | 29,68 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 10 758 | 54,19 | 334 | 73,06 | ||||
| 2025-07-21 | 13F | 25 Llc | 39 502 | 3,51 | 1 228 | 15,96 | ||||
| 2025-07-29 | 13F | Aire Advisors, Llc | 564 294 | 0,45 | 17 544 | 12,46 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 63 069 | 155,62 | 1 961 | 186,13 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 450 | 1,35 | 0 | |||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 230 | 7 | ||||||
| 2025-08-13 | 13F | B&D White Capital Company, LLC | 313 262 | 9 739 | ||||||
| 2025-07-15 | 13F | Signet Financial Management, Llc | 141 807 | −7,31 | 4 409 | 3,77 | ||||
| 2025-07-30 | 13F | Blume Capital Management, Inc. | 658 134 | 3,95 | 20 461 | 16,38 | ||||
| 2025-08-07 | 13F | Summit X, LLC | 42 365 | 2,85 | 1 317 | 15,22 | ||||
| 2025-07-16 | 13F | TCI Wealth Advisors, Inc. | 41 155 | 326,08 | 1 280 | 377,24 | ||||
| 2025-05-13 | 13F | Quadrature Capital Ltd | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Citrine Capital LLC | 8 902 | 0,00 | 277 | 11,74 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 1 369 628 | 8,65 | 43 | 20,00 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 22 014 | 14,94 | 684 | 28,81 | ||||
| 2025-08-14 | 13F | Hurley Capital, LLC | 6 678 | 18,05 | 208 | 31,85 | ||||
| 2025-07-07 | 13F | Vishria Bird Financial Group, LLC | 23 853 | 742 | ||||||
| 2025-08-14 | 13F | Coyle Financial Counsel LLC | 172 785 | −5,61 | 5 372 | 5,67 | ||||
| 2025-05-14 | 13F | WCG Wealth Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Aurelius Family Office LLC | 10 424 | −0,01 | 324 | 12,11 | ||||
| 2025-08-14 | 13F | Pine Harbor Wealth Management, LLC | 714 979 | 6,21 | 22 229 | 18,91 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 114 393 | 5,46 | 3 556 | 18,06 | ||||
| 2025-05-12 | 13F | Cahill Wealth Management, LLC | 84 577 | 0,91 | 2 349 | 8,40 | ||||
| 2025-07-17 | 13F | Oceanside Advisors LLC | 24 224 | 3,05 | 753 | 15,49 | ||||
| 2025-05-13 | 13F | Hartland & Co., LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Astra Wealth Partners LLC | 40 572 | 22,12 | 1 261 | 36,77 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 630 | 0,00 | 20 | 11,76 | ||||
| 2025-08-07 | 13F/A | Tortoise Investment Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 6 146 | 87,21 | 191 | 109,89 | ||||
| 2025-07-17 | 13F | Claris Advisors, Llc / Mo / | 9 774 | 3,17 | 304 | 15,21 | ||||
| 2025-07-29 | 13F | FLC Capital Advisors | 9 547 | 297 | ||||||
| 2025-08-04 | 13F | Assetmark, Inc | 4 666 | 99,32 | 145 | 123,08 | ||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Millstone Evans Group, LLC | 31 139 | −61,29 | 968 | −56,67 | ||||
| 2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 14 275 | 39,19 | 444 | 55,99 | ||||
| 2025-08-12 | 13F | Watchman Group, Inc. | 428 949 | −0,17 | 13 336 | 11,77 | ||||
| 2025-08-11 | 13F | Shufro Rose & Co Llc | 19 070 | −0,31 | 530 | −0,38 | ||||
| 2025-08-01 | 13F | Fort Vancouver Investment Management, LLC | 297 312 | 12,15 | 9 243 | 25,57 | ||||
| 2025-08-04 | 13F | Live Oak Private Wealth LLC | 79 910 | 0,00 | 2 484 | 11,94 | ||||
| 2025-08-13 | 13F | Balance Wealth, LLC | 28 305 | 21,09 | 880 | 35,59 | ||||
| 2025-07-11 | 13F | Sprinkle Financial Consultants LLC | 121 293 | −9,49 | 3 771 | 1,34 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 2 711 601 | 5,93 | 84 304 | 18,59 | ||||
| 2025-08-05 | 13F | Burney Co/ | 821 859 | −0,02 | 25 552 | 11,93 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 12 332 | 383 | ||||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 12 047 | 375 | ||||||
| 2025-07-30 | 13F | Mills Wealth Advisors LLC | 442 552 | 14,06 | 13 759 | 27,70 | ||||
| 2025-07-23 | 13F | Abel Hall, LLC | 325 801 | −5,00 | 10 129 | 6,36 | ||||
| 2025-07-21 | 13F | Keystone Financial Group, Inc. | 1 220 | 1,33 | 38 | 5,71 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 545 840 | 15 306,15 | 16 970 | 17 216,33 | ||||
| 2025-05-12 | 13F | Hantz Financial Services, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Miramar Fiduciary Corp | 2 235 570 | −1,49 | 69 504 | 10,28 | ||||
| 2025-07-29 | 13F | Angeles Wealth Management, Llc | 10 393 | 0,00 | 323 | 12,15 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 1 912 479 | 0,87 | 59 459 | 12,93 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 265 688 | 17,57 | 7 378 | 26,34 | ||||
| 2025-08-07 | 13F | Efficient Advisors, LLC | 1 351 411 | −3,15 | 42 015 | 8,43 | ||||
| 2025-07-17 | 13F | LifeGuide Financial Advisors, LLC | 422 947 | 3,51 | 13 149 | 15,89 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 19 552 | 1,82 | 608 | 13,88 | ||||
| 2025-07-25 | 13F | Apollon Financial, LLC | 38 856 | 0,25 | 1 208 | 12,27 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 611 178 | −2,74 | 19 002 | 8,89 | ||||
| 2025-04-17 | 13F | Rs Crum Inc. | 1 151 931 | −1,50 | 31 989 | 5,84 | ||||
| 2025-07-16 | 13F | Signature Resources Capital Management, LLC | 329 865 | −1,37 | 10 256 | 10,42 | ||||
| 2025-07-15 | 13F | Capstone Capital Wealth Advisors | 1 057 582 | 0,30 | 32 880 | 12,29 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 1 296 288 | 8,87 | 40 302 | 21,87 | ||||
| 2025-08-13 | 13F | Vance Wealth, Inc. | 7 966 | 3,63 | 248 | 15,96 | ||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 162 972 | 0,22 | 5 067 | 12,20 | ||||
| 2025-07-22 | 13F | Sutton Place Investors Llc | 38 372 | −2,21 | 1 193 | 9,46 | ||||
| 2025-08-06 | 13F | Geometric Wealth Advisors | 33 948 | 0,00 | 1 055 | 12,00 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 76 182 | 41,73 | 2 368 | 58,71 | ||||
| 2025-07-16 | 13F | Tru Independence Asset Management 2, Llc | 96 418 | 20,10 | 2 998 | 34,45 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 21 796 | −13,95 | 678 | −3,70 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 129 374 | −2,08 | 4 008 | 8,24 | ||||
| 2025-08-14 | 13F | DecisionPoint Financial, LLC | 1 115 611 | 3,13 | 34 651 | 15,35 | ||||
| 2025-07-28 | 13F | Verisail Partners, LLC | 1 319 801 | 1,34 | 41 033 | 13,45 | ||||
| 2025-08-07 | 13F | Aegis Wealth Management LLC | 80 850 | 0,00 | 2 245 | 0,00 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 24 000 | 0,00 | 1 | |||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 5 936 | 15,46 | 185 | 29,58 | ||||
| 2025-08-08 | 13F | VeraBank, N.A. | 611 635 | 17,20 | 19 016 | 31,21 | ||||
| 2025-07-11 | 13F | Scratch Capital Llc | 399 976 | 18,99 | 12 435 | 33,22 | ||||
| 2025-08-07 | 13F | Alpha Financial Advisors, LLC | 1 009 639 | 6,72 | 31 390 | 19,48 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 84 519 | 3 | ||||||
| 2025-04-14 | 13F | Black Point Wealth Management | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 16 052 | −4,71 | 499 | 6,85 | ||||
| 2025-07-31 | 13F | Aspen Capital Management, LLC | 2 108 700 | −0,93 | 65 559 | 10,91 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 1 106 | 35,37 | 34 | 54,55 | ||||
| 2025-07-11 | 13F | Ridgeline Wealth, LLC | 320 145 | 2,03 | 9 953 | 14,23 | ||||
| 2025-08-06 | 13F | OneAscent Family Office, LLC | 30 621 | 0,00 | 1 | |||||
| 2025-08-14 | 13F | GWM Advisors LLC | 1 061 296 | −1,86 | 32 996 | 9,88 | ||||
| 2025-07-14 | 13F | Parkshore Wealth Management, Inc. | 41 516 | 1 291 | ||||||
| 2025-08-07 | 13F | Allworth Financial LP | 67 657 | −3,76 | 2 103 | 4,78 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 901 389 | 6,33 | 28 024 | 19,04 | ||||
| 2025-07-17 | 13F | SC&H Financial Advisors, Inc. | 883 048 | 3,04 | 27 454 | 15,36 | ||||
| 2025-08-07 | 13F | Prospect Financial Group LLC | 216 700 | 49,36 | 6 737 | 67,21 | ||||
| 2025-07-17 | 13F | Barry Investment Advisors, LLC | 25 198 | 1,24 | 783 | 13,31 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 12 439 | 687,28 | 387 | 865,00 | ||||
| 2025-07-11 | 13F | Physician Wealth Solutions Inc. | 332 877 | −4,34 | 10 349 | 7,10 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 1 906 091 | 13,98 | 59 260 | 27,61 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 31 231 | −6,39 | 971 | 4,75 | ||||
| 2025-08-05 | 13F | Avant Financial Advisors LLC | 107 608 | −0,70 | 3 346 | 11,17 | ||||
| 2025-08-14 | 13F | Vista Capital Partners, Inc. | 160 591 | 328,27 | 4 993 | 379,54 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 8 735 | 2,61 | 272 | 14,83 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 389 663 | 12,63 | 12 115 | 26,10 | ||||
| 2025-07-17 | 13F | Mattern Wealth Management LLC | 900 070 | 24,44 | 27 983 | 39,32 | ||||
| 2025-08-07 | 13F | Tillman Hartley LLC | 394 043 | −1,09 | 12 251 | 10,73 | ||||
| 2025-07-09 | 13F | Krilogy Financial LLC | 797 682 | −1,29 | 24 800 | 10,51 | ||||
| 2025-07-03 | 13F | Fiduciary Financial Group, Llc | 101 560 | 26,01 | 3 154 | 48,84 | ||||
| 2025-07-17 | 13F | Heritage Investment Group, Inc. | 447 313 | 0,30 | 13 907 | 12,29 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 7 531 | 234 | ||||||
| 2025-07-18 | 13F | Benchmark Wealth Management, LLC | 29 558 | 47,29 | 919 | 64,81 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 11 192 | −10,37 | 348 | 7,76 | ||||
| 2025-08-14 | 13F | UBS Group AG | 17 072 | 629,88 | 531 | 728,13 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 55 093 | 9,71 | 1 713 | 22,81 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 0 | −100,00 | 0 | ||||
| 2025-08-14 | 13F | Cardiff Park Advisors, Llc | 313 025 | 29,00 | 9 732 | 44,42 | ||||
| 2025-08-05 | 13F | Magnolia Capital Advisors Llc | 16 859 | 1,36 | 524 | 13,67 | ||||
| 2025-08-01 | 13F | Austin Private Wealth, LLC | 87 679 | 32,14 | 2 726 | 47,94 | ||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 16 508 | 1,37 | 513 | 13,50 | ||||
| 2025-07-22 | 13F | Noble Family Wealth, LLC | 11 400 | 354 | ||||||
| 2025-07-24 | 13F | Wealth Advisors Northwest LLC | 452 767 | −2,08 | 14 077 | 9,63 | ||||
| 2025-08-12 | 13F | Legacy Financial Group, Inc. | 81 687 | 28,09 | 2 540 | 43,45 | ||||
| 2025-07-18 | 13F | Parkwoods Wealth Partners, LLC | 59 821 | 62,36 | 1 860 | 81,72 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 409 720 | 7,41 | 12 738 | 20,26 | ||||
| 2025-07-14 | 13F | Kfg Wealth Management, Llc | 277 566 | 2,33 | 8 630 | 14,56 | ||||
| 2025-07-15 | 13F | Vannoy Advisory Group, Inc. | 640 694 | −2,28 | 19 919 | 9,40 | ||||
| 2025-08-14 | 13F | Fmr Llc | 2 869 | 0,17 | 89 | 12,66 | ||||
| 2025-05-02 | 13F | MB Generational Wealth, LLC | 13 774 | 50,39 | 383 | 61,86 | ||||
| 2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 87 517 | −0,40 | 3 | 0,00 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 15 153 | 10,18 | 471 | 23,62 | ||||
| 2025-08-12 | 13F | Tumwater Wealth Management, LLC | 9 348 | 0,00 | 291 | 11,97 | ||||
| 2025-07-16 | 13F | Leading Edge Financial Planning LLC | 1 664 622 | 3,56 | 51 753 | 15,94 | ||||
| 2025-07-10 | 13F | Fortress Wealth Management, Inc. | 7 552 | 0,69 | 235 | 12,50 | ||||
| 2025-07-10 | 13F | Waypoint Wealth Partners Inc. | 388 615 | −6,01 | 12 082 | 5,23 | ||||
| 2025-07-30 | 13F | Jackson Thornton Asset Management, Llc | 297 488 | −1,79 | 9 249 | 9,76 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 1 119 | −49,84 | 35 | −44,26 | ||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 750 728 | 1,36 | 23 340 | 13,48 | ||||
| 2025-08-13 | 13F | Daner Wealth Management, LLC | 62 718 | −5,66 | 2 008 | 11,68 | ||||
| 2025-07-29 | 13F | Wealthstream Advisors, Inc. | 3 199 602 | −0,29 | 99 476 | 11,63 | ||||
| 2025-07-22 | 13F | Aspire Private Capital, LLC | 9 285 | 0,04 | 289 | 12,06 | ||||
| 2025-08-01 | 13F | First Command Advisory Services, Inc. | 27 | 1 | ||||||
| 2025-07-25 | 13F | Ruedi Wealth Management, Inc. | 381 551 | −2,63 | 11 862 | 9,02 | ||||
| 2025-08-15 | 13F | WealthCollab, LLC | 262 | 0,00 | 8 | 14,29 | ||||
| 2025-07-09 | 13F | Archer Investment Management, LLC | 19 280 | −40,05 | 599 | −32,92 | ||||
| 2025-07-11 | 13F | Quad-Cities Investment Group, LLC | 32 134 | −4,48 | 999 | 6,96 | ||||
| 2025-07-29 | 13F | Level Wealth Management LLC | 6 803 | 212 | ||||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 19 087 | 2,07 | 593 | 13,17 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 6 649 | −34,85 | 207 | −27,21 | ||||
| 2025-07-24 | 13F | Vantage Point Financial LLC | 385 969 | 2,76 | 12 000 | 15,04 | ||||
| 2025-08-04 | 13F | Waterfront Wealth Inc. | 115 208 | −19,01 | 3 582 | −9,34 | ||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 21 009 | 0,07 | 653 | 12,01 | ||||
| 2025-05-15 | 13F | Squarepoint Ops LLC | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Clark Asset Management, LLC | 26 101 | 96,88 | 811 | 120,38 | ||||
| 2025-08-12 | 13F | Cravens & Co Advisors, LLC | 312 253 | 0,35 | 9 708 | 12,35 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 38 046 | 1 183 | ||||||
| 2025-07-11 | 13F | Ullmann Financial Group, Inc. | 1 246 148 | −2,38 | 38 743 | 9,29 | ||||
| 2025-08-08 | 13F | Schwarz Dygos Wheeler Investment Advisors Llc | 70 979 | 4,63 | 2 207 | 17,15 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 219 442 | −6,43 | 6 822 | 4,76 | ||||
| 2025-08-07 | 13F | Tilson Financial Group, Inc. | 204 239 | −8,89 | 6 | 0,00 | ||||
| 2025-08-11 | 13F | Pinnacle Financial Group, LLC / IL | 904 540 | −2,66 | 28 122 | 8,97 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 93 818 | 9,50 | 2 917 | 22,57 | ||||
| 2025-08-14 | 13F | Clarity Capital Advisors, LLC | 9 253 | 1,37 | 288 | 13,44 | ||||
| 2025-07-10 | 13F | Pacific Asset Management, LLC | 408 063 | 1,45 | 12 687 | 13,57 | ||||
| 2025-07-17 | 13F | Willow Creek Wealth Management Inc. | 86 495 | 7,11 | 2 689 | 19,94 | ||||
| 2025-07-30 | 13F | Canvas Wealth Advisors, LLC | 8 116 | 0,00 | 253 | 10,96 | ||||
| 2025-07-22 | 13F | Hill Island Financial Llc | 860 875 | 26 765 | ||||||
| 2025-07-11 | 13F | Great Waters Wealth Management | 935 184 | −6,33 | 29 075 | 4,87 | ||||
| 2025-07-16 | 13F | BOS Asset Management, LLC | 9 531 | 3,12 | 296 | 15,63 | ||||
| 2025-07-30 | 13F | Forum Financial Management, LP | 15 977 601 | −1,54 | 496 744 | 10,23 | ||||
| 2025-07-29 | 13F | BKD Wealth Advisors, LLC | 391 459 | −15,54 | 12 170 | −5,45 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 7 120 | 0,00 | 221 | 12,18 | ||||
| 2025-07-15 | 13F | Hippocratic Financial Advisors, LLC | 523 024 | 34,69 | 16 261 | 50,79 | ||||
| 2025-07-17 | 13F | Moss Adams Wealth Advisors LLC | 14 650 | 455 | ||||||
| 2025-08-12 | 13F | Lionshead Wealth Management, LLC | 14 620 | 32,87 | 455 | 48,85 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 58 818 | 1,79 | 1 829 | 13,97 | ||||
| 2025-08-14 | 13F | First Manhattan Co | 46 677 | 2,28 | 1 451 | 14,52 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 124 187 | 4 | ||||||
| 2025-07-15 | 13F | Accurate Wealth Management, LLC | 60 113 | 1 883 | ||||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 64 620 | 1,37 | 2 009 | 13,50 | ||||
| 2025-08-11 | 13F | Copperleaf Capital, LLC | 99 700 | 10,30 | 3 100 | 23,47 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 1 225 | −39,45 | 38 | −32,14 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 124 | 0,00 | 4 | 0,00 | ||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 4 088 | 0,64 | 127 | 13,39 | ||||
| 2025-07-10 | 13F | Cypress Point Wealth Management, LLC | 460 415 | 6,34 | 14 314 | 19,06 | ||||
| 2025-07-25 | 13F | One Degree Advisors Inc | 706 229 | 35,43 | 22 | 50,00 | ||||
| 2025-08-01 | 13F | Liberty Wealth Management Llc | 474 657 | −6,01 | 14 763 | 5,25 | ||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 146 | 5 | ||||||
| 2025-07-18 | 13F | Bridge Generations Wealth Management Llc | 267 684 | −8,85 | 8 322 | 2,06 | ||||
| 2025-07-24 | 13F | Riverchase Wealth Management, Llc | 445 634 | 0,61 | 13 855 | 12,63 | ||||
| 2025-08-14 | 13F | Ariadne Wealth Management, LP | 165 616 | −2,48 | 5 327 | 6,82 | ||||
| 2025-08-14 | 13F | Sterling Wealth Management, Inc. | 6 520 | 203 | ||||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 2 254 127 | 6,45 | 70 081 | 19,17 | ||||
| 2025-07-31 | 13F | Warburton Capital Management, LLC | 115 726 | 148,66 | 4 | 200,00 | ||||
| 2025-07-16 | 13F | Five Oceans Advisors | 221 431 | −16,09 | 6 884 | −6,05 | ||||
| 2025-05-09 | 13F | TD Waterhouse Canada Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Grand Wealth Management, Llc | 245 322 | −1,92 | 7 627 | 9,82 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 5 788 | 11,31 | 180 | 24,31 | ||||
| 2025-08-12 | 13F | JMG Financial Group, Ltd. | 4 155 387 | 1,29 | 129 191 | 13,40 | ||||
| 2025-07-07 | 13F | Versant Capital Management, Inc | 472 518 | 8,27 | 14 691 | 21,21 | ||||
| 2025-08-06 | 13F | Summit Wealth Group, LLC | 14 052 | −5,49 | 0 | |||||
| 2025-08-13 | 13F | Solutions 4 Wealth, Ltd | 34 761 | 0,00 | 1 081 | 11,92 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 876 069 | 1,79 | 27 237 | 13,96 | ||||
| 2025-08-14 | 13F | Tudor Investment Corp Et Al | 16 571 | 515 | ||||||
| 2025-08-08 | 13F | Creative Planning | 520 285 | 1,91 | 16 176 | 14,09 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 10 448 | 13,01 | 325 | 26,56 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 8 262 | −8,01 | 257 | 2,81 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 4 809 | 150 | ||||||
| 2025-07-16 | 13F | Moisand Fitzgerald Tamayo, LLC | 140 219 | −6,83 | 4 359 | 4,31 |
