Grundläggande statistik
| Institutionella ägare | 297 total, 296 long only, 0 short only, 1 long/short - change of 9,19% MRQ |
| Genomsnittlig portföljallokering | 1.1559 % - change of −5,79% MRQ |
| Institutionella aktier (lång) | 102 098 672 (ex 13D/G) - change of 13,76MM shares 15,58% MRQ |
| Institutionellt värde (lång) | $ 3 104 792 USD ($1000) |
Institutionellt ägande och aktieägare
Dimensional ETF Trust - Dimensional US Large Cap Value ETF (US:DFLV) har 297 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 102,098,672 aktier. Största aktieägare inkluderar Savant Capital, LLC, EP Wealth Advisors, Inc., CI Private Wealth, LLC, Foster Group, Inc., Mosaic Family Wealth Partners, Llc, Truepoint, Inc., Pathstone Holdings, LLC, HighTower Advisors, LLC, Summit Financial Strategies, Inc., and Coldstream Capital Management Inc .
Dimensional ETF Trust - Dimensional US Large Cap Value ETF (ARCA:DFLV) 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 8, 2025 is 32,40 / share. Previously, on September 9, 2024, the share price was 29,86 / share. This represents an increase of 8,49% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-05-12 | 13F | Sandy Spring Bank | 145 271 | 6,74 | 4 441 | 8,64 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | VSM Wealth Advisory, LLC | 5 811 | 0,00 | 180 | 1,69 | ||||
| 2025-07-17 | 13F | Melfa Wealth Management, Llc | 15 845 | −13,59 | 492 | −12,32 | ||||
| 2025-07-16 | 13F | Gradient Capital Advisors, LLC | 100 792 | 6,34 | 3 127 | 7,90 | ||||
| 2025-07-31 | 13F | City State Bank | 48 540 | 10,11 | 1 506 | 11,73 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 600 | 0,00 | 19 | 0,00 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 1 738 | 54 | ||||||
| 2025-08-06 | 13F | Disciplined Investors, L.L.C. | 45 134 | 7,59 | 1 400 | 9,20 | ||||
| 2025-07-15 | 13F | Level Financial Advisors, Inc. | 217 854 | 0,90 | 6 758 | 2,38 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 29 767 | −75,21 | 923 | −74,85 | ||||
| 2025-07-28 | 13F | RCS Financial Planning, LLC | 11 419 | 0,00 | 354 | 1,43 | ||||
| 2025-07-22 | 13F | DBK Financial Counsel, LLC | 68 959 | 22,74 | 2 139 | 24,58 | ||||
| 2025-08-08 | 13F | Truepoint, Inc. | 2 820 890 | 2,84 | 87 504 | 4,36 | ||||
| 2025-08-13 | 13F | Cary Street Partner Investment Advisory Llc | 3 100 | 0,00 | 96 | 2,13 | ||||
| 2025-07-23 | 13F | Pillar Financial Advisors, LLC | 256 140 | 5,89 | 7 945 | 7,45 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 5 629 872 | 4,90 | 174 639 | 6,45 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 48 558 | −11,73 | 1 506 | −10,41 | ||||
| 2025-08-07 | 13F | McClarren Financial Advisors, Inc. | 7 144 | 39,07 | 222 | |||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 67 492 | 1,35 | 2 094 | 3,05 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 49 500 | 1 535 | ||||||
| 2025-07-14 | 13F | Maryland Capital Advisors Inc. | 263 953 | 25,73 | 8 188 | 27,58 | ||||
| 2025-07-31 | 13F | Topsail Wealth Management, LLC | 958 | 0,00 | 30 | 0,00 | ||||
| 2025-07-28 | 13F | Sterling Financial Planning, Inc. | 31 344 | 25,43 | 972 | 27,39 | ||||
| 2025-08-05 | 13F | Bridgewater Advisors Inc. | 29 434 | 15,56 | 936 | 26,49 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 969 393 | 14,61 | 30 071 | 16,29 | ||||
| 2025-08-14 | 13F | Stage Harbor Financial, Llc | 585 040 | 19,09 | 18 148 | 20,83 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 18 826 | 3,44 | 584 | 4,86 | ||||
| 2025-08-12 | 13F | McGrath & Associates, Inc. | 17 548 | 6,51 | 544 | 8,15 | ||||
| 2025-08-12 | 13F | Team Hewins, LLC | 839 232 | 1,59 | 26 033 | 3,08 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Voisard Asset Management Group, Inc. | 38 204 | 1 185 | ||||||
| 2025-07-17 | 13F | Mustard Seed Financial, LLC | 169 182 | 11,50 | 5 248 | 13,15 | ||||
| 2025-05-02 | 13F | BluePointe Capital Management, LLC | 77 809 | 133,36 | 2 379 | 137,56 | ||||
| 2025-08-01 | 13F | Redwood Park Advisors LLC | 123 896 | 7,61 | 3 843 | 9,21 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 1 377 603 | 6,49 | 42 733 | 8,06 | ||||
| 2025-07-16 | 13F | Signature Resources Capital Management, LLC | 651 | 0,00 | 20 | 5,26 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 727 | 0,00 | 23 | 0,00 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 1 956 955 | 21,09 | 60 705 | 22,87 | ||||
| 2025-08-14 | 13F | Monograph Wealth Advisors, Llc | 291 473 | 0,00 | 9 041 | 1,47 | ||||
| 2025-07-16 | 13F | Jentner Corp | 835 891 | 14,39 | 25 929 | 16,07 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 432 023 | 9,13 | 13 401 | 10,74 | ||||
| 2025-07-10 | 13F | Strathmore Capital Advisors, Inc. | 9 644 | −3,80 | 304 | 0,66 | ||||
| 2025-08-14 | 13F | Staley Capital Advisers Inc | 26 880 | 21,08 | 834 | 22,86 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 157 093 | 2,00 | 4 873 | 3,50 | ||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 7 142 | 0,00 | 222 | 1,38 | ||||
| 2025-08-14 | 13F | Envision Financial Planning, LLC | 86 284 | −11,86 | 2 677 | −10,56 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 1 850 | 0,00 | 57 | 1,79 | ||||
| 2025-08-08 | 13F | Francis Financial, Inc. | 351 879 | −15,14 | 10 915 | −13,89 | ||||
| 2025-07-14 | 13F | Financial Harvest, LLC | 36 530 | 1 133 | ||||||
| 2025-07-22 | 13F | Gemmer Asset Management LLC | 243 224 | 2,90 | 7 545 | 4,40 | ||||
| 2025-08-12 | 13F | Tableaux Llc | 10 159 | 262 | ||||||
| 2025-07-15 | 13F | Great Oak Capital Partners, Llc | 846 779 | 5,12 | 26 699 | 9,71 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 181 941 | 18,92 | 5 644 | 20,65 | ||||
| 2025-07-29 | 13F | Fundamentun, Llc | 19 969 | 619 | ||||||
| 2025-07-22 | 13F | SOL Capital Management CO | 48 369 | 17,00 | 2 | 0,00 | ||||
| 2025-08-14 | 13F | Clg Llc | 88 832 | 2,11 | 2 756 | 3,61 | ||||
| 2025-07-16 | 13F | Builder Investment Group Inc /adv | 48 802 | 26,75 | 1 514 | 28,55 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 100 936 | 261,89 | 3 131 | 267,49 | ||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 115 715 | 2,56 | 3 589 | 4,06 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 1 106 184 | 5,52 | 34 314 | 7,07 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 56 831 | 21,36 | 1 763 | 23,13 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 7 283 | 226 | ||||||
| 2025-08-05 | 13F | Sigma Planning Corp | 9 847 | 305 | ||||||
| 2025-07-17 | 13F | Porter White Investment Advisors, Inc. | 66 141 | −6,86 | 2 052 | −5,48 | ||||
| 2025-08-07 | 13F | Samalin Investment Counsel, LLC | 27 213 | 2,64 | 844 | 4,20 | ||||
| 2025-08-12 | 13F | Cowa, Llc | 29 854 | 1,25 | 926 | 2,77 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 1 977 | 8,21 | 61 | 12,96 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 32 709 | 24,38 | 1 015 | 26,28 | ||||
| 2025-07-03 | 13F | Trinity Financial Advisors LLC | 35 384 | −36,61 | 1 098 | −32,74 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 1 742 | 54 | ||||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 700 | −50,21 | 22 | −50,00 | ||||
| 2025-08-07 | 13F | Fidelis Capital Partners, LLC | 14 251 | 443 | ||||||
| 2025-07-29 | 13F | Aire Advisors, Llc | 55 006 | 120,07 | 1 706 | 123,30 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 256 989 | 16,13 | 7 972 | 17,84 | ||||
| 2025-08-11 | 13F | Wescott Financial Advisory Group, LLC | 561 403 | 7,37 | 17 415 | 8,95 | ||||
| 2025-08-14 | 13F | DecisionPoint Financial, LLC | 1 207 | 0,00 | 38 | 2,78 | ||||
| 2025-08-12 | 13F | Vawter Financial, Ltd. | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 1 089 | 0,00 | 34 | 0,00 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 3 894 | 0,13 | 121 | 1,69 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 219 399 | 4,57 | 7 | 0,00 | ||||
| 2025-08-14 | 13F | C M Bidwell & Associates Ltd | 10 880 | 37,29 | 337 | 39,26 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 36 744 | 2,12 | 1 140 | 3,64 | ||||
| 2025-07-30 | 13F | Clune & Associates, Ltd. | 63 554 | 7,12 | 1 971 | 8,71 | ||||
| 2025-05-14 | 13F | Flow Traders U.s. Llc | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | L.K. Benson & Company, P.C. | 47 542 | 0,47 | 1 475 | 1,94 | ||||
| 2025-07-16 | 13F | TCI Wealth Advisors, Inc. | 187 965 | 65,38 | 5 831 | 67,82 | ||||
| 2025-07-03 | 13F | Collective Family Office Llc | 96 523 | 9,85 | 2 994 | 11,47 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 906 069 | −3,51 | 28 106 | −2,09 | ||||
| 2025-08-07 | 13F | Prudent Man Investment Management, Inc. | 240 | 0,00 | 7 | 0,00 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 3 242 | 214,45 | 101 | 222,58 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 6 971 | 216 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 604 958 | 30,12 | 18 766 | 32,04 | ||||
| 2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 23 149 | 0,81 | 718 | 2,43 | ||||
| 2025-05-12 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 91 193 | −3,08 | 2 829 | −1,67 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 980 236 | 36,22 | 30 760 | 48,11 | ||||
| 2025-07-14 | 13F | Sentinel Pension Advisors Inc | 159 445 | 4 946 | ||||||
| 2025-07-24 | 13F | Eastern Bank | 75 007 | −23,35 | 2 327 | −22,23 | ||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 673 910 | 18,08 | 20 905 | 19,81 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 806 797 | 2,41 | 25 027 | 3,92 | ||||
| 2025-07-09 | 13F | Aurelius Family Office LLC | 9 115 | −0,32 | 283 | 1,08 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 396 169 | 0,40 | 12 662 | 9,81 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Pine Harbor Wealth Management, LLC | 83 825 | 10,62 | 2 600 | 12,26 | ||||
| 2025-07-14 | 13F | Foster Group, Inc. | 3 686 352 | 8,07 | 114 351 | 9,66 | ||||
| 2025-07-28 | 13F | Mitchell Mcleod Pugh & Williams Inc | 11 410 | 44,63 | 354 | 46,47 | ||||
| 2025-08-14 | 13F | Cardiff Park Advisors, Llc | 33 149 | 19,18 | 1 028 | 20,94 | ||||
| 2025-08-01 | 13F | Zhang Financial LLC | 56 975 | 98,80 | 1 767 | 101,71 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 6 175 | 0,16 | 192 | 1,60 | ||||
| 2025-08-11 | 13F | Mosaic Family Wealth Partners, Llc | 2 901 838 | 2,96 | 90 015 | 4,48 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 164 | 0,00 | 5 | 0,00 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 175 123 | 1,42 | 5 432 | 2,92 | ||||
| 2025-07-16 | 13F | RWM Asset Management, LLC | 947 175 | 0,46 | 29 381 | 1,94 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 1 773 795 | 2,73 | 55 023 | 4,24 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 20 672 | −36,52 | 641 | −35,58 | ||||
| 2025-07-14 | 13F | Lakeshore Financial Planning, Inc. | 507 954 | −15,03 | 15 757 | −13,78 | ||||
| 2025-07-30 | 13F | Mills Wealth Advisors LLC | 102 309 | 27,41 | 3 174 | 29,30 | ||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 133 712 | 0,00 | 4 148 | 1,47 | ||||
| 2025-07-21 | 13F | Warner Financial, Inc | 12 660 | 0,47 | 0 | |||||
| 2025-07-24 | 13F | Drucker Wealth 3.0, LLC | 54 333 | 170,83 | 1 711 | 179,12 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 163 099 | 1 450,96 | 5 059 | 1 476,01 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 11 000 | 71,88 | 341 | 74,87 | |||
| 2025-07-11 | 13F | Sprinkle Financial Consultants LLC | 121 105 | 32,84 | 3 757 | 34,82 | ||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 31 481 | 0,95 | 977 | 2,41 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 5 105 | 471,03 | 158 | 485,19 | ||||
| 2025-08-01 | 13F | Fort Vancouver Investment Management, LLC | 206 564 | 26,54 | 6 408 | 28,40 | ||||
| 2025-07-29 | 13F | Werba Rubin Papier Wealth Management | 13 496 | −1,44 | 419 | 0,00 | ||||
| 2025-07-28 | 13F | Strategent Financial, LLC | 90 903 | 14,24 | 2 820 | 15,91 | ||||
| 2025-08-11 | 13F | Foundation Wealth Management, LLC\PA | 16 281 | 0,00 | 505 | 1,61 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 9 301 | 0,00 | 289 | 1,41 | ||||
| 2025-05-13 | 13F | Brooklyn FI, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 162 652 | −13,53 | 5 045 | −12,26 | ||||
| 2025-07-17 | 13F | Oceanside Advisors LLC | 25 190 | 24,24 | 781 | 26,17 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 1 830 037 | 56 768 | ||||||
| 2025-08-14 | 13F | Colony Group, LLC | 232 725 | 60,74 | 7 219 | 63,14 | ||||
| 2025-07-31 | 13F | BIP Wealth, LLC | 80 638 | 15,60 | 2 501 | 17,31 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 7 870 | 244 | ||||||
| 2025-07-15 | 13F | Kelly Financial Group Llc | 387 042 | 10,48 | 12 006 | 12,11 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 19 776 | −51,89 | 613 | −51,19 | ||||
| 2025-08-11 | 13F | Johnson Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 17 400 | 540 | |||||
| 2025-08-04 | 13F | Spire Wealth Management | 17 310 | −20,34 | 537 | −19,28 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 93 006 | 22,99 | 2 885 | 24,84 | ||||
| 2025-08-07 | 13F | Aegis Wealth Management LLC | 20 039 | 0,00 | 613 | 0,00 | ||||
| 2025-07-18 | 13F | GEN Financial Management, INC. | 60 665 | 5,37 | 1 882 | 6,94 | ||||
| 2025-08-08 | 13F | RAM Investment Partners, LLC | 9 351 | −7,53 | 290 | −6,15 | ||||
| 2025-07-23 | 13F | Austin Asset Management Co Inc | 403 310 | 16,82 | 12 511 | 18,53 | ||||
| 2025-08-13 | 13F | Vance Wealth, Inc. | 155 473 | 187,58 | 4 823 | 191,89 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 849 607 | 39,19 | 26 355 | 41,24 | ||||
| 2025-08-01 | 13F | Clark Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 39 034 | 97,49 | 1 | |||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 1 167 915 | 11,72 | 36 229 | 13,36 | ||||
| 2025-08-08 | 13F | Pinney & Scofield, Inc. | 109 168 | 8,03 | 3 386 | 9,61 | ||||
| 2025-07-15 | 13F | Total Wealth Planning, Llc | 986 879 | 12,01 | 30 613 | 13,66 | ||||
| 2025-08-12 | 13F | Burk Holdings LLC | 308 361 | 17,51 | 9 565 | 19,23 | ||||
| 2025-08-05 | 13F | Golden Bell Financial Planning LLC | 207 073 | 10,74 | 6 423 | 12,37 | ||||
| 2025-07-17 | 13F | Eclectic Associates Inc /adv | 248 324 | 75,56 | 7 703 | 78,16 | ||||
| 2025-07-16 | 13F | Strategic Investment Solutions, Inc. /IL | 79 853 | −42,35 | 2 477 | −41,50 | ||||
| 2025-08-11 | 13F | Root Financial Partners, LLC | 981 440 | 105,06 | 30 444 | 108,08 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 14 508 | 24,74 | 450 | 26,40 | ||||
| 2025-07-25 | 13F | LRI Investments, LLC | 197 594 | −1,17 | 6 129 | 0,28 | ||||
| 2025-08-08 | 13F | VeraBank, N.A. | 512 211 | 17,26 | 15 889 | 18,98 | ||||
| 2025-08-01 | 13F | PCA Investment Advisory Services Inc. | 52 746 | 3,33 | 1 636 | 4,87 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 78 921 | 6,91 | 2 448 | 8,51 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 612 943 | −10,14 | 19 014 | −8,82 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 184 001 | 23,52 | 5 708 | 25,35 | ||||
| 2025-07-14 | 13F | Parkshore Wealth Management, Inc. | 16 428 | 1,68 | 510 | 3,25 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 280 243 | 4,61 | 8 693 | 11,86 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 1 091 263 | 12,61 | 34 593 | 16,77 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 56 423 | 0,00 | 1 750 | 1,51 | ||||
| 2025-04-16 | 13F | Lam Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | First Financial Group Corp | 107 322 | 17,39 | 3 329 | 19,15 | ||||
| 2025-08-04 | 13F | Linscomb & Williams, Inc. | 277 873 | 9,41 | 8 620 | 11,01 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 3 163 | 0,48 | 98 | 2,08 | ||||
| 2025-07-23 | 13F | Wealth Management Nebraska | 10 636 | 329 | ||||||
| 2025-07-15 | 13F | Cordant, Inc. | 160 938 | 5,43 | 4 992 | 6,99 | ||||
| 2025-08-07 | 13F | Addison Advisors LLC | 1 810 | −52,18 | 56 | −51,30 | ||||
| 2025-07-17 | 13F | SC&H Financial Advisors, Inc. | 61 946 | 21,55 | 1 922 | 23,38 | ||||
| 2025-07-18 | 13F | PBMares Wealth Management LLC | 11 766 | 34,76 | 365 | 36,84 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 5 507 | 243,12 | 0 | |||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 7 789 534 | 20,34 | 241 631 | 22,11 | ||||
| 2025-08-11 | 13F | WPWealth LLP | 1 136 750 | −24,28 | 35 262 | −23,17 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 378 | 12 | ||||||
| 2025-07-18 | 13F | Naples Global Advisors, Llc | 16 788 | 0,00 | 521 | 1,36 | ||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 1 314 950 | 6,33 | 40 790 | 7,90 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 95 156 | 102,34 | 2 952 | 105,36 | ||||
| 2025-07-03 | 13F | Fiduciary Financial Group, Llc | 219 547 | 4,17 | 6 909 | 17,58 | ||||
| 2025-07-28 | 13F | Eq Wealth Advisors, Llc | 14 831 | −89,99 | 460 | −89,84 | ||||
| 2025-07-25 | 13F | Wealth Architects, LLC | 575 555 | −2,00 | 17 854 | −0,56 | ||||
| 2025-07-25 | 13F | Index Fund Advisors, Inc. | 1 068 530 | 8,90 | 33 146 | 10,51 | ||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 610 | 17,99 | 19 | 20,00 | ||||
| 2025-07-29 | NP | EBI - Longview Advantage ETF | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-14 | 13F | ABLE Financial Group, LLC | 10 391 | 322 | ||||||
| 2025-07-16 | 13F | Blue Oak Capital, LLC | 213 277 | −21,07 | 6 616 | −19,92 | ||||
| 2025-08-13 | 13F | M Holdings Securities, Inc. | 35 694 | 1 | ||||||
| 2025-07-16 | 13F | Formidable Asset Management, LLC | 15 865 | 0,00 | 485 | 0,00 | ||||
| 2025-04-15 | 13F | Corrigan Financial, Inc. | 948 486 | 52,51 | 28 995 | 55,26 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 189 077 | −4,04 | 5 865 | −2,62 | ||||
| 2025-08-04 | 13F | McMill Wealth Management | 47 498 | −0,07 | 1 471 | 1,24 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 2 620 224 | 0,71 | 81 279 | 2,20 | ||||
| 2025-07-21 | 13F | Family CFO Inc | 6 904 | 0,00 | 214 | 1,42 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Vannoy Advisory Group, Inc. | 75 242 | 3,32 | 2 334 | 4,85 | ||||
| 2025-07-18 | 13F | Parkwoods Wealth Partners, LLC | 16 816 | 522 | ||||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 7 536 | 234 | ||||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 53 437 | 38,03 | 1 658 | 40,07 | ||||
| 2025-08-14 | 13F | Fmr Llc | 1 572 | −13,63 | 49 | −12,73 | ||||
| 2025-07-25 | 13F | Acorn Creek Capital Llc | 749 894 | 21,04 | 23 262 | 22,83 | ||||
| 2025-08-11 | 13F | FineMark National Bank & Trust | 58 609 | 40,28 | 1 818 | 42,36 | ||||
| 2025-08-12 | 13F | Legacy Financial Group, Inc. | 228 760 | 12,66 | 7 096 | 14,32 | ||||
| 2025-07-16 | 13F | Vestia Personal Wealth Advisors | 51 131 | 20,80 | 1 586 | 22,66 | ||||
| 2025-08-06 | 13F | Cannon Financial Strategists, Inc. | 44 000 | 1 365 | ||||||
| 2025-07-09 | 13F | GEM Asset Management, LLC | 116 794 | 15,63 | 3 665 | 18,96 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 119 307 | −1,65 | 3 701 | −0,22 | ||||
| 2025-07-28 | 13F | Morris Financial Concepts, Inc. | 66 652 | 12,82 | 2 068 | 14,45 | ||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 11 807 | −23,51 | 366 | −22,29 | ||||
| 2025-08-12 | 13F | Tumwater Wealth Management, LLC | 852 008 | 4,88 | 26 429 | 6,43 | ||||
| 2025-08-05 | 13F | Sensible Money, LLC | 14 335 | 0,42 | 445 | 1,83 | ||||
| 2025-08-14 | 13F | Seneschal Advisors, LLC | 20 765 | 47,02 | 644 | 49,42 | ||||
| 2025-07-10 | 13F | Fortress Wealth Management, Inc. | 26 090 | 248,61 | 809 | 254,82 | ||||
| 2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 14 605 | 0,00 | 0 | |||||
| 2025-08-01 | 13F | SYM FINANCIAL Corp | 12 497 | −0,61 | 388 | 0,78 | ||||
| 2025-07-17 | 13F | Summit Financial Strategies, Inc. | 1 913 371 | 5,31 | 59 353 | 6,86 | ||||
| 2025-05-02 | 13F | Cable Hill Partners, LLC | 1 774 258 | 4,33 | 51 595 | 1,03 | ||||
| 2025-05-05 | 13F | Keyes, Stange & Wooten Wealth Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-18 | 13F | TruNorth Capital Management, LLC | 359 | 0,00 | 11 | 10,00 | ||||
| 2025-08-11 | 13F | Ritter Daniher Financial Advisory LLC / DE | 6 | 0 | ||||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 212 612 | −9,49 | 6 595 | −8,16 | ||||
| 2025-07-15 | 13F | Optima Capital Llc | 18 500 | 0,00 | 574 | 1,42 | ||||
| 2025-08-13 | 13F | Parkworth Wealth Management, Inc. | 4 848 | 150 | ||||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 2 907 | −92,28 | 90 | −92,18 | ||||
| 2025-08-13 | 13F | Tobias Financial Advisors, Inc. | 457 843 | −3,42 | 14 202 | −1,99 | ||||
| 2025-08-13 | 13F | American Investment Services, Inc. | 101 010 | −9,94 | 3 133 | −8,61 | ||||
| 2025-07-25 | 13F | Ruedi Wealth Management, Inc. | 226 261 | −29,24 | 7 019 | −28,20 | ||||
| 2025-07-22 | 13F | Capital Advisors Inc/ok | 7 844 | 243 | ||||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 58 | 0 | ||||||
| 2025-07-17 | 13F | Willow Creek Wealth Management Inc. | 32 954 | 157,37 | 1 022 | 161,38 | ||||
| 2025-07-29 | 13F | Wealthstream Advisors, Inc. | 7 225 | 0,47 | 224 | 2,28 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 90 229 | −1,56 | 2 799 | 1,67 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 121 100 | 4 | ||||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 316 789 | −31,94 | 9 827 | −30,94 | ||||
| 2025-08-13 | 13F | Lauer Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Momentous Wealth Management, Inc. | 203 671 | 6,31 | 6 318 | 7,87 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 10 916 | 339 | ||||||
| 2025-07-30 | 13F | Forum Financial Management, LP | 18 721 | −1,91 | 581 | −0,51 | ||||
| 2025-07-31 | 13F | LJI Wealth Management, LLC | 32 130 | −3,32 | 997 | −1,87 | ||||
| 2025-08-14 | 13F | Investmark Advisory Group LLC | 87 015 | 12,06 | 2 699 | 13,74 | ||||
| 2025-07-14 | 13F | Infinity Wealth Counsel, LLC | 20 549 | 2,81 | 637 | 4,26 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 25 556 | 124,39 | 793 | 127,59 | ||||
| 2025-05-15 | 13F | Mercer Global Advisors Inc /adv | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Elser Financial Planning, Inc | 8 151 | 253 | ||||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 41 368 | 4,76 | 1 283 | 6,30 | ||||
| 2025-08-07 | 13F | Tilson Financial Group, Inc. | 723 818 | −4,22 | 22 | −4,35 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 25 273 | 72,83 | 784 | 75,17 | ||||
| 2025-07-21 | 13F | Triad Wealth Partners, LLC | 14 721 | 118,25 | 457 | 121,36 | ||||
| 2025-07-21 | 13F | Quent Capital, LLC | 1 058 596 | −8,18 | 32 838 | −6,83 | ||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 436 327 | 0,82 | 13 535 | 2,30 | ||||
| 2025-07-30 | 13F | EnRich Financial Partners LLC | 937 615 | −2,81 | 29 085 | −1,38 | ||||
| 2025-07-15 | 13F | Bfsg, Llc | 113 077 | 3,15 | 3 508 | 4,66 | ||||
| 2025-07-24 | 13F | Vantage Point Financial LLC | 100 250 | 0,85 | 3 110 | 2,34 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 7 598 | 74,47 | 236 | 76,69 | ||||
| 2025-08-12 | 13F | Quadcap Wealth Management, LLC | 12 305 | 1,00 | 382 | 2,42 | ||||
| 2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 8 045 | 250 | ||||||
| 2025-07-22 | 13F | Hill Island Financial Llc | 566 242 | −0,91 | 17 565 | 0,55 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 14 364 | −11,96 | 446 | −10,64 | ||||
| 2025-07-16 | 13F | BOS Asset Management, LLC | 351 753 | 3,10 | 10 911 | 4,62 | ||||
| 2025-08-13 | 13F | Providence Capital Advisors, LLC | 849 | 26 | ||||||
| 2025-07-31 | 13F | Curio Wealth, Llc | 20 219 | 48 040,48 | 627 | 16,11 | ||||
| 2025-07-14 | 13F | S.A. Mason LLC | 2 853 | 0,00 | 88 | 1,15 | ||||
| 2025-07-17 | 13F | DiNuzzo Private Wealth, Inc. | 1 818 553 | 1,70 | 56 412 | 3,19 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 21 275 | 28,02 | 660 | 29,72 | ||||
| 2025-07-23 | 13F | Mraz, Amerine & Associates, Inc. | 63 699 | −12,53 | 1 976 | −10,43 | ||||
| 2025-07-21 | 13F | Matauro, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Savant Capital, LLC | 13 169 045 | 39,25 | 408 504 | 41,30 | ||||
| 2025-07-10 | 13F | Pacific Asset Management, LLC | 6 650 | 0,29 | 206 | 1,98 | ||||
| 2025-07-16 | 13F | Plancorp, LLC | 121 657 | 167,20 | 3 774 | 171,24 | ||||
| 2025-04-17 | 13F | Scratch Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 2 409 | 2,29 | 75 | 4,23 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 171 724 | 58,82 | 5 327 | 61,15 | ||||
| 2025-08-12 | 13F | Martin Worley Group | 309 250 | 16,10 | 9 593 | 17,81 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 2 109 | 0,00 | 65 | 1,56 | ||||
| 2025-07-30 | 13F | Canvas Wealth Advisors, LLC | 9 389 | 0,00 | 299 | 12,03 | ||||
| 2025-08-14 | 13F | Betterment LLC | 603 824 | 20,45 | 19 | 20,00 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-06 | 13F | Cloud Capital Management, LLC | 11 678 | 351,76 | 0 | |||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 69 887 | 2 168 | ||||||
| 2025-08-14 | 13F | Premier Financial Group | 1 125 404 | 35 551 | ||||||
| 2025-07-30 | 13F | Studio Investment Management Llc | 145 873 | 3,40 | 4 525 | 4,92 | ||||
| 2025-08-06 | 13F | Longview Financial Advisors LLC | 191 161 | 4,04 | 5 930 | 5,57 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 14 335 | 0,42 | 445 | 1,83 | ||||
| 2025-07-21 | 13F | Keb Asset Management, Llc | 8 467 | 0,00 | 263 | 1,55 | ||||
| 2025-07-15 | 13F | Retirement Guys Formula Llc | 52 829 | −1,67 | 1 639 | −0,24 | ||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 356 569 | 5,43 | 11 061 | 6,97 | ||||
| 2025-08-07 | 13F | Compass Financial Group, Inc. | 78 866 | 11,52 | 2 446 | 13,19 | ||||
| 2025-07-29 | 13F | Wingate Wealth Advisors, Inc. | 14 376 | 0,47 | 446 | 1,83 | ||||
| 2025-08-06 | 13F | Paladin Advisory Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Schoolcraft Capital LLC | 389 986 | −16,19 | 12 097 | −14,95 | ||||
| 2025-08-01 | 13F | Liberty Wealth Management Llc | 397 919 | −1,85 | 12 348 | −0,36 | ||||
| 2025-08-14 | 13F | Sterling Wealth Management, Inc. | 287 887 | 11,59 | 8 930 | 15,27 | ||||
| 2025-07-09 | 13F | Emprise Bank | 33 945 | −1,59 | 1 053 | −0,19 | ||||
| 2025-07-24 | 13F | FinDec Wealth Services, Inc. | 373 645 | −4,38 | 11 590 | −2,97 | ||||
| 2025-08-08 | 13F | Creative Planning | 37 544 | −35,14 | 1 165 | −34,20 | ||||
| 2025-08-11 | 13F | Diversified Portfolios, Inc. | 652 553 | 6,26 | 20 242 | 7,83 | ||||
| 2025-07-14 | 13F | Acropolis Investment Management, LLC | 755 117 | 0,51 | 23 424 | 1,99 | ||||
| 2025-08-08 | 13F | Austin Wealth Management, LLC | 24 209 | 758 | ||||||
| 2025-08-06 | 13F | Summit Wealth Group, LLC | 97 288 | 3 | ||||||
| 2025-08-11 | 13F | Oder Investment Management, LLC | 11 994 | 52,83 | 372 | 55,65 | ||||
| 2025-07-07 | 13F | RB Capital Management, LLC | 10 528 | 4,27 | 327 | 5,84 | ||||
| 2025-07-15 | 13F | Fortitude Family Office, LLC | 22 512 | 698 | ||||||
| 2025-08-11 | 13F | TAGStone Capital, Inc. | 13 365 | 4,67 | 419 | |||||
| 2025-07-29 | 13F | Disciplined Investments, LLC | 314 162 | 24,16 | 9 745 | 25,99 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 31 351 | 15,67 | 1 | |||||
| 2025-08-07 | 13F | Panoramic Investment Advisors, Llc | 88 653 | 1,45 | 2 750 | 2,96 | ||||
| 2025-07-17 | 13F | Avondale Wealth Management | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Elevate Wealth Advisory, Inc | 106 355 | −3,01 | 3 299 | −1,58 | ||||
| 2025-07-17 | 13F | Global Trust Asset Management, LLC | 1 043 | 12,27 | 32 | 14,29 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 9 698 | 0,00 | 301 | 1,35 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 6 487 | −49,13 | 201 | −48,33 | ||||
| 2025-04-08 | 13F | Parallel Advisors, LLC | 0 | −100,00 | 0 |
