Grundläggande statistik
| Institutionella ägare | 267 total, 267 long only, 0 short only, 0 long/short - change of 8,98% MRQ |
| Genomsnittlig portföljallokering | 0.6230 % - change of 2,62% MRQ |
| Institutionella aktier (lång) | 94 719 059 (ex 13D/G) - change of −8,32MM shares −8,08% MRQ |
| Institutionellt värde (lång) | $ 2 737 438 USD ($1000) |
Institutionellt ägande och aktieägare
Dimensional ETF Trust - Dimensional International Small Cap ETF (US:DFIS) har 267 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 94,719,059 aktier. Största aktieägare inkluderar Jones Financial Companies Lllp, Matson Money. Inc., FMNEX - Free Market International Equity Fund Institutional Class, CI Private Wealth, LLC, Envestnet Portfolio Solutions, Inc., First Citizens Bank & Trust Co, Savant Capital, LLC, Creative Planning, Mather Group, Llc., and Envestnet Asset Management Inc .
Dimensional ETF Trust - Dimensional International Small Cap ETF (BATS:DFIS) 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 31,54 / share. Previously, on September 13, 2024, the share price was 25,99 / share. This represents an increase of 21,35% 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) |
|
|---|---|---|---|---|---|---|---|---|
| 2025-02-10 | Savant Capital, LLC | 2,075,112 | 2.11 |
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 91 133 | 38,57 | 3 | 100,00 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 69 697 | 1,29 | 2 080 | 16,93 | ||||
| 2025-07-07 | 13F | Versant Capital Management, Inc | 24 | 0,00 | 1 | |||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Whipplewood Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 10 997 | 37,58 | 328 | 59,22 | ||||
| 2025-07-22 | 13F | Awm Capital, Llc | 14 050 | 0,24 | 419 | 15,75 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 5 546 | 41,66 | 165 | 63,37 | ||||
| 2025-08-11 | 13F | Bell Investment Advisors, Inc | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 1 770 378 | 4,08 | 52 828 | 20,20 | ||||
| 2025-08-14 | 13F | Gen-Wealth Partners Inc | 134 | 4 | ||||||
| 2025-07-25 | 13F | McNamara Financial Services, Inc. | 59 570 | −7,47 | 1 778 | 6,86 | ||||
| 2025-08-08 | 13F | Crossmark Global Holdings, Inc. | 24 362 | −15,36 | 724 | −2,16 | ||||
| 2025-07-17 | 13F | Dopkins Wealth Management, Llc | 23 487 | −2,93 | 701 | 12,00 | ||||
| 2025-07-10 | 13F | Tompkins Financial Corp | 15 | 0,00 | 0 | |||||
| 2025-07-15 | 13F | Level Financial Advisors, Inc. | 197 207 | 14,96 | 5 885 | 32,76 | ||||
| 2025-07-09 | 13F | Shore Point Advisors, LLC | 40 381 | 1,59 | 1 205 | 17,23 | ||||
| 2025-07-22 | 13F | DBK Financial Counsel, LLC | 17 642 | 22,87 | 526 | 41,78 | ||||
| 2025-07-25 | 13F | Tranquility Partners, LLC | 15 672 | 2,30 | 468 | 18,23 | ||||
| 2025-07-10 | 13F | Websterrogers Financial Advisors, Llc | 255 733 | 0,80 | 7 631 | 16,41 | ||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 40 | 0,00 | 1 | 0,00 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 3 348 779 | −6,71 | 99 928 | 7,73 | ||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 168 | 0,00 | 5 | 25,00 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 791 | 10,47 | 24 | 27,78 | ||||
| 2025-07-23 | 13F | Pillar Financial Advisors, LLC | 4 336 | 0,00 | 129 | 15,18 | ||||
| 2025-08-12 | 13F | Indie Asset Partners, LLC | 69 820 | 2 083 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 53 826 | −2,97 | 1 606 | 12,07 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 562 | −33,49 | 17 | −15,79 | ||||
| 2025-07-11 | 13F | Andrews, Lucia Wealth Management Llc | 21 364 | 28,37 | 638 | 56,13 | ||||
| 2025-07-28 | 13F | Sterling Financial Planning, Inc. | 11 677 | −13,20 | 348 | 0,29 | ||||
| 2025-07-14 | 13F | Maryland Capital Advisors Inc. | 55 349 | 8,07 | 1 652 | 24,79 | ||||
| 2025-04-30 | 13F | Phillips Financial Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 6 200 | 185 | ||||||
| 2025-07-07 | 13F | Discipline Wealth Solutions, LLC | 306 157 | 4,47 | 9 136 | 20,64 | ||||
| 2025-08-01 | 13F | Motco | 34 942 | 115,58 | 1 036 | 147,85 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 298 564 | 6,70 | 8 909 | 23,22 | ||||
| 2025-08-01 | 13F | Equita Financial Network, Inc. | 11 707 | 45,00 | 349 | 67,79 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 243 | 0,00 | 7 | 16,67 | ||||
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 448 | 0,00 | 13 | 18,18 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 6 776 | 202 | ||||||
| 2025-07-10 | 13F | NorthCrest Asset Manangement, LLC | 11 442 | 1,15 | 343 | 17,47 | ||||
| 2025-07-14 | 13F | Golden State Equity Partners | 11 919 | 0,00 | 356 | 15,64 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 158 226 | 15,72 | 4 721 | 33,63 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 526 925 | 7,79 | 15 723 | 24,47 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 125 030 | −7,09 | 3 731 | 7,28 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 801 | 65,84 | 24 | 91,67 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 39 994 | 4,53 | 1 193 | 20,75 | ||||
| 2025-08-14 | 13F | Navigoe, LLC | 86 928 | −22,60 | 3 | 0,00 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 32 277 | 4,88 | 994 | 17,49 | ||||
| 2025-07-18 | 13F | Arcadia Wealth Management, LLC | 40 762 | 11,13 | 1 216 | 28,41 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 30 263 | −90,88 | 903 | −89,47 | ||||
| 2025-07-14 | 13F | Farmers & Merchants Investments Inc | 591 | 0,00 | 18 | 13,33 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 7 138 | −17,49 | 0 | |||||
| 2025-07-18 | 13F | First Pacific Financial | 172 079 | 9,31 | 5 135 | 26,24 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 2 931 693 | −24,89 | 87 482 | −13,26 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 109 539 | 110,07 | 3 269 | 142,61 | ||||
| 2025-07-28 | 13F | Fairman Group, LLC | 3 089 | 1,51 | 92 | 24,32 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 834 | 25 | ||||||
| 2025-08-12 | 13F | Rather & Kittrell, Inc. | 12 191 | 0,00 | 364 | 15,24 | ||||
| 2025-07-14 | 13F | Narus Financial Partners, LLC | 35 630 | −13,16 | 1 063 | 0,28 | ||||
| 2025-08-14 | 13F | Clg Llc | 43 194 | 1,95 | 1 289 | 17,73 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 476 | 14 | ||||||
| 2025-07-16 | 13F | TCI Wealth Advisors, Inc. | 1 420 615 | 0,66 | 42 391 | 16,24 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 9 626 | −66,92 | 287 | −61,78 | ||||
| 2025-05-08 | 13F | Plante Moran Financial Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 8 163 | 1,19 | 244 | 16,83 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 109 640 | −1,06 | 3 272 | 14,25 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 1 551 634 | 7,75 | 46 | 24,32 | ||||
| 2025-08-12 | 13F | Fortis Capital Management LLC | 11 854 | 1,52 | 354 | 17,28 | ||||
| 2025-07-03 | 13F | Trinity Financial Advisors LLC | 119 304 | 2,08 | 3 560 | 19,62 | ||||
| 2025-08-14 | 13F/A | Perritt Capital Management Inc | 318 798 | 0,53 | 9 513 | 16,08 | ||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 6 740 | −0,79 | 201 | 14,86 | ||||
| 2025-08-13 | 13F | IAG Wealth Partners, LLC | 85 935 | −13,71 | 2 564 | −0,35 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 696 | −75,40 | 21 | −72,60 | ||||
| 2025-04-25 | 13F | EnRich Financial Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Rockwood Wealth Management, LLC | 18 963 | 0,00 | 566 | 15,31 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 146 843 | 4,57 | 4 | 33,33 | ||||
| 2025-08-11 | 13F | Wescott Financial Advisory Group, LLC | 1 345 355 | −1,17 | 40 145 | 14,13 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 192 | 0,00 | 6 | 25,00 | ||||
| 2025-07-23 | 13F | Colony Family Offices, LLC | 47 685 | 62,18 | 1 423 | 87,35 | ||||
| 2025-07-29 | 13F | Aire Advisors, Llc | 441 157 | −2,18 | 13 164 | 12,97 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 4 990 | 0,00 | 149 | 15,63 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 104 254 | 70,45 | 3 | 200,00 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 661 | 20 | ||||||
| 2025-04-17 | 13F | Nbt Bank N A /ny | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Fairway Wealth LLC | 23 | 0,00 | 1 | |||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 192 928 | 279,01 | 5 757 | 337,72 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 1 843 614 | −83,85 | 55 013 | −81,35 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 58 970 | −0,27 | 1 760 | 15,19 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Blume Capital Management, Inc. | 23 100 | −29,47 | 689 | −18,56 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 166 | 0,00 | 5 | 0,00 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 593 258 | 13 016,47 | 17 703 | 15 160,34 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 67 461 | −6,25 | 2 013 | 8,28 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 1 046 | 0,00 | 31 | 14,81 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 1 750 | 0,00 | 52 | 15,56 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 19 599 | −13,26 | 585 | 0,17 | ||||
| 2025-07-15 | 13F | Signet Financial Management, Llc | 10 299 | 0,00 | 307 | 15,41 | ||||
| 2025-07-03 | 13F | Lam Group, Inc. | 126 495 | −0,69 | 3 775 | 14,68 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 255 932 | −0,75 | 7 637 | 14,62 | ||||
| 2025-07-03 | 13F | Collective Family Office Llc | 249 247 | 16,36 | 7 438 | 34,36 | ||||
| 2025-07-17 | 13F | Elwood & Goetz Wealth Advisory Group, LLC | 30 311 | −3,64 | 904 | 11,33 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 3 420 | −47,84 | 102 | −39,64 | ||||
| 2025-07-09 | 13F | Aurelius Family Office LLC | 82 058 | −0,93 | 2 449 | 14,39 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 569 891 | 17 006 | ||||||
| 2025-05-12 | 13F | Cahill Wealth Management, LLC | 22 570 | −0,71 | 583 | 4,48 | ||||
| 2025-05-08 | 13F | Us Bancorp \de\ | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 11 094 | −5,81 | 331 | 8,88 | ||||
| 2025-08-07 | 13F | Prudent Man Investment Management, Inc. | 676 | 0,00 | 17 | 0,00 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 35 452 | 68,15 | 1 058 | 94,30 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 9 990 | 298 | ||||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 22 649 | 676 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 9 645 | 544,29 | 288 | 655,26 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 188 787 | 5 633 | ||||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 22 761 | 0,00 | 679 | 15,48 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 70 | 2 | ||||||
| 2025-07-16 | 13F | Signature Resources Capital Management, LLC | 304 | 0,00 | 9 | 28,57 | ||||
| 2025-07-30 | 13F | Matson Money. Inc. | 12 475 814 | 0,00 | 372 278 | 15,48 | ||||
| 2025-07-11 | 13F | CX Institutional | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Colony Group, LLC | 780 594 | −4,39 | 23 293 | 10,41 | ||||
| 2025-08-14 | 13F | C M Bidwell & Associates Ltd | 1 600 | −22,22 | 48 | −11,32 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 20 292 | 15,43 | 606 | 33,26 | ||||
| 2025-07-29 | 13F | Werba Rubin Papier Wealth Management | 19 259 | 0,21 | 575 | 15,73 | ||||
| 2025-08-07 | 13F | Sollinda Capital Management LLC | 16 938 | 18,70 | 505 | 37,23 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 93 941 | 20,93 | 2 803 | 39,66 | ||||
| 2025-08-11 | 13F | Root Financial Partners, LLC | 636 289 | 4,59 | 18 987 | 20,78 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 58 634 | −93,10 | 1 750 | −92,04 | ||||
| 2025-07-23 | 13F | Abel Hall, LLC | 11 832 | 0,00 | 353 | 15,74 | ||||
| 2025-07-09 | 13F | Alesco Advisors Llc | 394 531 | 8,85 | 11 773 | 25,70 | ||||
| 2025-05-12 | 13F | Operose Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 77 681 | −15,98 | 2 007 | −11,59 | ||||
| 2025-08-07 | 13F | Efficient Advisors, LLC | 988 847 | −3,78 | 29 507 | 11,12 | ||||
| 2025-07-15 | 13F | Kelly Financial Group Llc | 289 787 | 7,29 | 8 647 | 23,90 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 74 347 | 2 219 | ||||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 170 047 | −3,37 | 5 074 | 11,59 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 90 280 | −27,53 | 3 | −33,33 | ||||
| 2025-07-15 | 13F | Total Wealth Planning, Llc | 1 083 846 | 1,23 | 32 342 | 16,90 | ||||
| 2025-04-02 | 13F | Marcum Wealth, LLC | 134 710 | 8,13 | 3 481 | 13,76 | ||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 20 380 | −0,44 | 608 | 15,15 | ||||
| 2025-08-08 | 13F | Creative Planning | 2 089 206 | 15,74 | 62 342 | 33,66 | ||||
| 2025-07-22 | 13F | Sutton Place Investors Llc | 16 851 | −0,51 | 503 | 14,87 | ||||
| 2025-07-30 | 13F | Clune & Associates, Ltd. | 254 682 | 9,30 | 7 600 | 26,21 | ||||
| 2025-07-18 | 13F | GEN Financial Management, INC. | 59 849 | 458,14 | 1 786 | 544,40 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 106 376 | 15,65 | 3 174 | 33,59 | ||||
| 2025-08-13 | 13F | Vance Wealth, Inc. | 45 922 | −13,33 | 1 370 | 0,07 | ||||
| 2025-07-16 | 13F | Squire Investment Management Company, LLC | 22 331 | −10,53 | 666 | 3,42 | ||||
| 2025-08-08 | 13F | Pinney & Scofield, Inc. | 119 197 | 10,91 | 3 557 | 28,05 | ||||
| 2025-08-08 | 13F | RAM Investment Partners, LLC | 7 176 | 214 | ||||||
| 2025-08-07 | 13F | Aegis Wealth Management LLC | 19 565 | 0,00 | 506 | 0,00 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 17 085 | 10,50 | 510 | 25,99 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 1 502 | −3,10 | 45 | 10,00 | ||||
| 2025-07-23 | 13F | Austin Asset Management Co Inc | 74 830 | −2,42 | 2 233 | 12,67 | ||||
| 2025-07-21 | 13F/A | Abacus Planning Group, Inc. | 271 668 | 8,31 | 8 107 | 25,07 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 1 243 971 | 3,68 | 37 120 | 19,73 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 3 428 | −4,70 | 102 | 10,87 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 26 | −66,23 | 1 | −100,00 | ||||
| 2025-07-17 | 13F | Eclectic Associates Inc /adv | 371 128 | 16,73 | 11 074 | 34,80 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | GWM Advisors LLC | 22 423 | 1,46 | 669 | 17,16 | ||||
| 2025-08-04 | 13F | Syverson Strege & Co | 193 603 | 273,14 | 5 777 | 331,12 | ||||
| 2025-07-18 | 13F | PBMares Wealth Management LLC | 120 637 | 16,84 | 3 600 | 34,95 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 147 652 | −4,31 | 4 406 | 10,48 | ||||
| 2025-08-07 | 13F | Prospect Financial Group LLC | 62 613 | 2,10 | 1 868 | 17,93 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 139 914 | −0,97 | 4 169 | 14,19 | ||||
| 2025-08-07 | 13F | Addison Advisors LLC | 188 157 | 0,18 | 5 615 | 15,68 | ||||
| 2025-07-23 | 13F | Wealth Management Nebraska | 424 985 | 6,92 | 12 626 | 22,93 | ||||
| 2025-07-28 | 13F | Rosenberg Matthew Hamilton | 21 | 1 | ||||||
| 2025-08-11 | 13F | WPWealth LLP | 40 876 | 27,11 | 1 220 | 46,87 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 51 069 | 1,01 | 1 524 | 16,35 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 22 999 | 28,31 | 686 | 48,16 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 256 407 | −0,29 | 7 651 | 11,06 | ||||
| 2025-08-14 | 13F | Vista Capital Partners, Inc. | 74 259 | 165,32 | 2 216 | 206,36 | ||||
| 2025-07-18 | 13F | Provident Wealth Management, LLC | 45 144 | 2,67 | 1 347 | 18,57 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 124 050 | −5,33 | 3 702 | 9,34 | ||||
| 2025-07-29 | NP | FMNEX - Free Market International Equity Fund Institutional Class | 12 475 814 | 0,00 | 359 802 | 13,32 | ||||
| 2025-05-12 | 13F | Fmr Llc | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 34 309 | 102,48 | 1 024 | 134,10 | ||||
| 2025-07-25 | 13F | Index Fund Advisors, Inc. | 595 983 | 1,83 | 17 784 | 17,60 | ||||
| 2025-09-03 | 13F | Ballentine Capital Advisors, Inc | 487 344 | −1,27 | 14 542 | 14,02 | ||||
| 2025-08-07 | 13F | Tillman Hartley LLC | 335 218 | −1,85 | 10 003 | 13,34 | ||||
| 2025-08-04 | 13F | McMill Wealth Management | 143 734 | −0,32 | 4 277 | 14,82 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 1 031 475 | 30 779 | ||||||
| 2025-08-13 | 13F | Legacy Capital Wealth Partners, LLC | 12 541 | 374 | ||||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 150 280 | 4 508 | ||||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 192 781 | −10,41 | 5 753 | 3,45 | ||||
| 2025-07-17 | 13F | Stone Point Wealth LLC | 7 014 | −21,39 | 209 | −9,13 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 53 421 | −89,05 | 1 594 | −87,35 | ||||
| 2025-04-15 | 13F | Corrigan Financial, Inc. | 590 889 | 22,63 | 15 269 | 29,04 | ||||
| 2025-08-14 | 13F | UBS Group AG | 1 140 | 71,95 | 34 | 100,00 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 6 543 | −46,21 | 195 | −34,56 | ||||
| 2025-08-13 | 13F | M Holdings Securities, Inc. | 16 146 | 0 | ||||||
| 2025-07-17 | 13F | ERn Financial, LLC | 47 750 | −2,52 | 1 425 | 12,57 | ||||
| 2025-08-01 | 13F | JDH Wealth Management, LLC | 38 062 | 1,89 | 1 136 | 17,62 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 2 114 301 | 19,17 | 63 091 | 37,61 | ||||
| 2025-08-14 | 13F | Cardiff Park Advisors, Llc | 19 172 | 7,43 | 572 | 24,08 | ||||
| 2025-08-04 | 13F | Partners in Financial Planning | 12 333 | 368 | ||||||
| 2025-08-08 | 13F | Sittner & Nelson, Llc | 489 | −35,49 | 15 | −26,32 | ||||
| 2025-08-14 | 13F | Clarity Asset Management, Inc. | 394 | 1,55 | 12 | 10,00 | ||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 18 566 | 13,29 | 554 | 30,73 | ||||
| 2025-08-07 | 13F/A | Joseph Group Capital Management | 8 453 | −1,13 | 252 | 14,55 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 7 708 | 0,00 | 0 | |||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 18 702 026 | 1,58 | 555 947 | 15,49 | ||||
| 2025-05-12 | 13F | Providence First Trust Co | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Abound Wealth Management | 13 | 0 | ||||||
| 2025-07-16 | 13F | Vestia Personal Wealth Advisors | 49 214 | 10,82 | 1 469 | 27,99 | ||||
| 2025-07-18 | 13F | Parkwoods Wealth Partners, LLC | 29 432 | 11,23 | 878 | 28,55 | ||||
| 2025-05-02 | 13F | MB Generational Wealth, LLC | 24 948 | 0,00 | 645 | 5,23 | ||||
| 2025-07-25 | 13F | Acorn Creek Capital Llc | 186 851 | 7,80 | 5 576 | 24,50 | ||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 1 352 | 24,04 | 40 | 42,86 | ||||
| 2025-08-06 | 13F | Cannon Financial Strategists, Inc. | 11 350 | 0,00 | 339 | 15,36 | ||||
| 2025-08-07 | 13F | Runnymede Capital Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 9 651 | 11,71 | 288 | 28,70 | ||||
| 2025-07-28 | 13F | Wealthspan Partners, Llc | 14 248 | 3,84 | 425 | 20,06 | ||||
| 2025-07-14 | 13F | Ridgewood Investments LLC | 530 | 16 | ||||||
| 2025-07-28 | 13F | Morris Financial Concepts, Inc. | 124 656 | 9,89 | 3 720 | 26,89 | ||||
| 2025-07-30 | 13F | Jackson Thornton Asset Management, Llc | 67 551 | −1,30 | 2 024 | 13,21 | ||||
| 2025-08-11 | 13F | Ritter Daniher Financial Advisory LLC / DE | 311 581 | 2,04 | 9 298 | 17,83 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 8 725 | −6,93 | 260 | 7,44 | ||||
| 2025-07-18 | 13F | TruNorth Capital Management, LLC | 1 184 | 0,00 | 35 | 16,67 | ||||
| 2025-07-25 | 13F | Ruedi Wealth Management, Inc. | 65 540 | −20,56 | 1 956 | −8,26 | ||||
| 2025-08-13 | 13F | Tobias Financial Advisors, Inc. | 417 258 | 0,85 | 12 451 | 16,45 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 10 670 | 4,56 | 318 | 20,91 | ||||
| 2025-08-14 | 13F | Boston Private Wealth Llc | 181 778 | −25,35 | 5 424 | −13,80 | ||||
| 2025-07-09 | 13F | Brand Asset Management Group, Inc. | 354 233 | 96,47 | 10 570 | 126,92 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 6 685 | 0,00 | 199 | 15,70 | ||||
| 2025-08-05 | 13F | Allodium Investment Consultants, LLC | 262 231 | 4,03 | 7 825 | 20,13 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 43 464 | −6,49 | 1 297 | 7,91 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 65 000 | 8,89 | 1 940 | 25,75 | ||||
| 2025-07-11 | 13F | Quad-Cities Investment Group, LLC | 16 232 | −4,50 | 484 | 10,25 | ||||
| 2025-08-12 | 13F | Hanover Advisors Inc | 7 275 | 217 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 129 | 4 | ||||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 14 375 | −1,81 | 429 | 13,23 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 2 474 | 74 | ||||||
| 2025-07-23 | 13F | Ami Investment Management Inc | 207 218 | 6 183 | ||||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 48 144 | −3,15 | 1 437 | 11,84 | ||||
| 2025-08-07 | 13F | Tilson Financial Group, Inc. | 146 839 | 1,80 | 4 | 33,33 | ||||
| 2025-08-14 | 13F | Clarity Capital Advisors, LLC | 8 748 | 1,50 | 261 | 17,57 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 1 410 | 96,11 | 42 | 133,33 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 61 192 | −4,45 | 1 826 | 16,09 | ||||
| 2025-08-11 | 13F | Walter & Keenan Financial Consulting Co /mi/ /adv | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 80 383 | −6,62 | 2 399 | 7,82 | ||||
| 2025-05-09 | 13F | Goldman Sachs Group Inc | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Pacific Asset Management, LLC | 9 735 | 8,53 | 290 | 25,54 | ||||
| 2025-07-30 | 13F | Forum Financial Management, LP | 1 158 857 | −0,23 | 34 580 | 15,21 | ||||
| 2025-08-14 | 13F | First Citizens Asset Management, Inc. | 70 647 | −37,24 | 2 108 | −27,51 | ||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 1 172 296 | 3,51 | 34 981 | 19,54 | ||||
| 2025-08-07 | 13F | PFG Advisors | 60 898 | 7,35 | 1 817 | 24,03 | ||||
| 2025-08-07 | 13F | Timonier Family Office, LTD. | 292 262 | 11,00 | 8 721 | 28,19 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 177 754 | −5,08 | 5 304 | 9,63 | ||||
| 2025-08-14 | 13F | Betterment LLC | 85 356 | −8,80 | 3 | 0,00 | ||||
| 2025-07-17 | 13F | DiNuzzo Private Wealth, Inc. | 52 366 | −5,98 | 1 563 | 8,55 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 395 679 | −9,60 | 11 807 | 4,39 | ||||
| 2025-07-21 | 13F | Quent Capital, LLC | 226 264 | 566,70 | 6 752 | 670,66 | ||||
| 2025-07-29 | 13F | BKD Wealth Advisors, LLC | 242 054 | −10,34 | 7 223 | 3,54 | ||||
| 2025-07-25 | 13F | LRI Investments, LLC | 3 228 | 46,33 | 96 | 68,42 | ||||
| 2025-08-12 | 13F | Martin Worley Group | 134 056 | 13,45 | 4 000 | 31,02 | ||||
| 2025-08-05 | 13F | Integrity Wealth Solutions LLC | 134 103 | 2,94 | 4 002 | 18,87 | ||||
| 2025-07-22 | 13F | Team Financial Group, LLC | 649 | 19 | ||||||
| 2025-08-14 | 13F | Sei Investments Co | 38 778 | 1 157 | ||||||
| 2025-08-29 | 13F | Total Investment Management Inc | 156 | 5 | ||||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 625 | 13,84 | 19 | 28,57 | ||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 361 849 | 6,57 | 10 798 | 23,07 | ||||
| 2025-07-18 | 13F | Broadway Wealth Solutions, Inc. | 127 224 | 4,44 | 3 796 | 20,62 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 9 224 | 19,56 | 275 | 38,19 | ||||
| 2025-07-24 | 13F | rebel Financial LLC | 18 469 | 551 | ||||||
| 2025-07-31 | 13F | Schoolcraft Capital LLC | 127 763 | −12,46 | 3 812 | 1,09 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-04-29 | 13F | Raleigh Capital Management Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Ariadne Wealth Management, LP | 102 848 | 1,84 | 3 175 | 13,40 | ||||
| 2025-08-14 | 13F | Family Office Research LLC | 8 258 | 0,00 | 246 | 15,49 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 458 | 0,00 | 14 | 18,18 | ||||
| 2025-05-15 | 13F | Gts Securities Llc | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Five Oceans Advisors | 9 426 | −16,63 | 281 | −3,77 | ||||
| 2025-05-07 | 13F | Spectrum Wealth Counsel, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-04-09 | 13F | Dakota Community Bank & Trust NA | 346 | 9 | ||||||
| 2025-08-14 | 13F | Williams Jones Wealth Management, LLC. | 7 624 | 228 | ||||||
| 2025-07-29 | 13F | Disciplined Investments, LLC | 225 769 | 14,28 | 6 737 | 31,97 | ||||
| 2025-07-30 | 13F | First Citizens Bank & Trust Co | 2 856 366 | −24,64 | 85 234 | −12,97 | ||||
| 2025-08-11 | 13F | TAGStone Capital, Inc. | 10 569 | 10,57 | 324 | |||||
| 2025-07-28 | 13F | IFG Advisors, LLC | 13 699 | 5,27 | 409 | 21,43 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 42 784 | 21,07 | 1 | |||||
| 2025-08-14 | 13F | Sterling Wealth Management, Inc. | 82 871 | 55,13 | 2 473 | 88,56 | ||||
| 2025-07-23 | 13F | Elevate Wealth Advisory, Inc | 10 139 | −8,92 | 303 | 5,23 | ||||
| 2025-07-31 | 13F | Planning Center, Inc. | 468 911 | −1,73 | 13 992 | 13,49 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 21 338 | −1,32 | 637 | 13,98 | ||||
| 2025-08-06 | 13F | New Dimensions Wealth Management, LLC | 17 224 | 1,19 | 514 | 16,86 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 97 181 | −10,87 | 2 900 | 2,95 | ||||
| 2025-07-18 | 13F | Tanager Wealth Management LLP | 401 786 | 26,04 | 11 989 | 45,55 |
