Grundläggande statistik
| Institutionella ägare | 222 total, 222 long only, 0 short only, 0 long/short - change of 8,82% MRQ |
| Genomsnittlig portföljallokering | 1.0026 % - change of −2,88% MRQ |
| Institutionella aktier (lång) | 28 710 943 (ex 13D/G) - change of 2,39MM shares 9,08% MRQ |
| Institutionellt värde (lång) | $ 1 107 573 USD ($1000) |
Institutionellt ägande och aktieägare
Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF (US:DFSU) har 222 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 28,710,943 aktier. Största aktieägare inkluderar Retirement Solution Inc., Quantum Financial Advisors, LLC, Awm Capital, Llc, Maseco Llp, Colony Group, LLC, Abacus Wealth Partners, LLC, Citrine Capital LLC, LongView Asset Management LLC, Vista Wealth Management Group, LLC, and Forum Financial Management, LP .
Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF (ARCA:DFSU) 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 42,05 / share. Previously, on September 16, 2024, the share price was 36,43 / share. This represents an increase of 15,44% 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
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.
| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-09 | 13F | Shore Point Advisors, LLC | 10 404 | −9,01 | 408 | −0,24 | ||||
| 2025-07-22 | 13F | Awm Capital, Llc | 2 259 010 | −26,04 | 88 666 | −18,93 | ||||
| 2025-07-11 | 13F | Quantum Financial Advisors, LLC | 2 399 411 | 5,22 | 94 177 | 15,32 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 195 108 | 40,81 | 7 658 | 54,34 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 34 298 | 150,13 | 1 346 | 174,13 | ||||
| 2025-07-14 | 13F | McGlone Suttner Wealth Management, Inc. | 7 313 | 287 | ||||||
| 2025-07-16 | 13F | MBE Wealth Management, LLC | 6 957 | 0,00 | 273 | 9,64 | ||||
| 2025-07-15 | 13F | Level Financial Advisors, Inc. | 61 734 | 6,45 | 2 423 | 16,71 | ||||
| 2025-08-08 | 13F | Truepoint, Inc. | 92 208 | 14,66 | 3 619 | 25,70 | ||||
| 2025-07-25 | 13F | Investment Advisory Group, LLC | 20 053 | 0,00 | 787 | 9,61 | ||||
| 2025-07-08 | 13F | Henrickson Nauta Wealth Advisors, Inc. | 24 692 | −22,60 | 969 | −9,35 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 6 768 | 0,03 | 266 | 9,50 | ||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 11 000 | 0,00 | 432 | 9,67 | ||||
| 2025-07-17 | 13F | XY Planning Network, Inc. | 27 907 | 260,79 | 1 095 | 296,74 | ||||
| 2025-08-05 | 13F | Bridgewater Advisors Inc. | 19 646 | −6,95 | 795 | 6,43 | ||||
| 2025-08-07 | 13F | Nwam Llc | 203 827 | −4,17 | 8 000 | 5,04 | ||||
| 2025-05-01 | 13F | Diversify Wealth Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Robinson Smith Wealth Advisors Llc | 6 451 | 1,11 | 253 | 10,96 | ||||
| 2025-07-23 | 13F | Morton Capital Management LLC/CA | 7 293 | 286 | ||||||
| 2025-07-30 | 13F | Towneley Capital Management, Inc / DE | 8 298 | 11,64 | 326 | 22,18 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 62 364 | 84,01 | 2 448 | 101,73 | ||||
| 2025-07-29 | 13F | Monument Group Wealth Advisors, LLC | 29 545 | 1,48 | 1 160 | 11,23 | ||||
| 2025-07-23 | 13F | Quarry Hill Advisors, Llc | 194 238 | 11,64 | 7 624 | 22,36 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 28 352 | 0,51 | 1 113 | 10,10 | ||||
| 2025-07-11 | 13F | Wolfstich Capital, LLC | 57 254 | −79,38 | 2 247 | −77,40 | ||||
| 2025-07-29 | 13F | Flagstone Financial Management | 28 675 | 86,71 | 1 125 | 104,92 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 29 426 | −10,52 | 1 155 | −2,45 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 151 056 | −21,33 | 5 929 | −13,77 | ||||
| 2025-08-12 | 13F | McGrath & Associates, Inc. | 13 518 | 9,64 | 531 | 20,18 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 1 868 | 73 | ||||||
| 2025-08-12 | 13F | MAI Capital Management | 138 | 5 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 6 767 | 5,08 | 266 | 15,22 | ||||
| 2025-07-16 | 13F | Jentner Corp | 52 231 | 5,78 | 2 050 | 15,95 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 4 193 | 0,00 | 165 | 9,33 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 12 788 | 45,29 | 502 | 59,05 | ||||
| 2025-04-11 | 13F | First Affirmative Financial Network | 15 442 | 553 | ||||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 73 200 | −0,21 | 2 968 | 12,86 | ||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 23 320 | −3,12 | 915 | 6,15 | ||||
| 2025-08-14 | 13F | Envision Financial Planning, LLC | 10 957 | 0,25 | 430 | 9,97 | ||||
| 2025-05-16 | 13F/A | Goldman Sachs Group Inc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-15 | 13F | Family Wealth Partners, Llc | 8 522 | 9,71 | 334 | 20,14 | ||||
| 2025-08-14 | 13F | Herold Advisors, Inc. | 5 251 | −7,83 | 206 | 0,98 | ||||
| 2025-07-22 | 13F | Gemmer Asset Management LLC | 5 868 | 230 | ||||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 51 498 | 12,76 | 2 021 | 23,61 | ||||
| 2025-08-14 | 13F | Monograph Wealth Advisors, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 79 479 | 19,57 | 3 120 | 31,05 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 9 553 | 0,25 | 375 | 9,68 | ||||
| 2025-08-01 | 13F | Equita Financial Network, Inc. | 78 949 | 56,17 | 3 099 | 71,16 | ||||
| 2025-08-07 | 13F | McClarren Financial Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Trellis Wealth Advisors LLC | 55 999 | −0,35 | 2 198 | 9,19 | ||||
| 2025-07-15 | 13F | Maseco Llp | 1 837 409 | 72 238 | ||||||
| 2025-08-08 | 13F | Laurel Wealth Planning LLC | 7 247 | 0,00 | 284 | 9,65 | ||||
| 2025-08-15 | 13F | North Ridge Wealth Advisors, Inc. | 29 542 | 4,33 | 1 160 | 14,30 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 704 | 0,00 | 28 | 8,00 | ||||
| 2025-07-29 | 13F | Fundamentun, Llc | 32 604 | 1 280 | ||||||
| 2025-07-31 | 13F | Trademark Financial Management, LLC | 5 699 | 1,86 | 224 | 11,50 | ||||
| 2025-07-31 | 13F | Orion Capital Management LLC | 22 790 | 2,07 | 895 | 11,89 | ||||
| 2025-08-11 | 13F | Morling Financial Advisors, LLC | 40 239 | 3,96 | 1 579 | 13,92 | ||||
| 2025-07-21 | 13F | Creative Capital Management Investments LLC | 17 347 | 0,80 | 681 | 10,39 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 217 472 | 9,45 | 8 621 | 25,00 | ||||
| 2025-08-07 | 13F | Retirement Solution Inc. | 5 443 674 | 0,33 | 213 664 | 9,97 | ||||
| 2025-04-15 | 13F | Michael A. Dubis Financial Planning, LLC | 7 253 | 0,00 | 260 | |||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 7 221 | 0,00 | 283 | 9,69 | ||||
| 2025-08-01 | 13F | Penobscot Wealth Management | 5 673 | 0,14 | 223 | 9,90 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 82 616 | 5,03 | 3 | 50,00 | ||||
| 2025-08-14 | 13F | C M Bidwell & Associates Ltd | 1 500 | 0,00 | 59 | 9,43 | ||||
| 2025-07-16 | 13F | TCI Wealth Advisors, Inc. | 80 014 | 55,68 | 3 141 | 70,65 | ||||
| 2025-08-04 | 13F | Hicks Capital Management Llc | 18 410 | −3,89 | 723 | 5,40 | ||||
| 2025-07-18 | 13F | Citrine Capital LLC | 1 083 004 | 8,97 | 42 508 | 19,44 | ||||
| 2025-08-05 | 13F | Astra Wealth Partners LLC | 7 715 | 303 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 1 473 | 18,41 | 58 | 31,82 | ||||
| 2025-07-16 | 13F | Strategic Investment Solutions, Inc. /IL | 96 191 | −41,44 | 3 776 | −35,77 | ||||
| 2025-07-28 | 13F | Delap Wealth Advisory, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 39 362 | −0,76 | 1 545 | 8,73 | ||||
| 2025-05-13 | 13F | UBS Group AG | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Foster Group, Inc. | 13 907 | 4,50 | 546 | 14,50 | ||||
| 2025-08-14 | 13F | Pine Harbor Wealth Management, LLC | 15 797 | 0,06 | 620 | 9,73 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 183 789 | −7,82 | 7 214 | 1,02 | ||||
| 2025-05-12 | 13F | Townsquare Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | United Wealth Management, LLC | 52 000 | 1,75 | 2 041 | 11,53 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 39 677 | 1 557 | ||||||
| 2025-07-11 | 13F | Rockwood Wealth Management, LLC | 5 216 | 205 | ||||||
| 2025-07-22 | 13F | Verus Wealth Management, Llc | 6 600 | 0,00 | 259 | 9,75 | ||||
| 2025-08-07 | 13F | Cahill Financial Advisors Inc | 34 385 | 1,23 | 1 350 | 10,94 | ||||
| 2025-05-15 | 13F | Wealth Management Strategies, Inc. | 90 477 | 144,45 | 3 240 | 23 035,71 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 17 726 | −86,61 | 696 | −85,34 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 89 602 | 18,84 | 3 517 | 30,27 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 10 973 | 0,14 | 431 | 9,69 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 1 581 | 62 | ||||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 31 741 | 61,15 | 1 246 | 76,60 | ||||
| 2025-07-21 | 13F | Keystone Financial Group, Inc. | 8 394 | 0,25 | 335 | 12,08 | ||||
| 2025-08-11 | 13F | Foundation Wealth Management, LLC\PA | 59 342 | 0,03 | 2 329 | 9,65 | ||||
| 2025-08-12 | 13F | Triune Financial Partners, LLC | 279 197 | 10 958 | ||||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 266 092 | 76,65 | 10 444 | 93,62 | ||||
| 2025-08-06 | 13F | Geometric Wealth Advisors | 11 670 | 8,04 | 458 | 18,65 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 11 006 | 432 | ||||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 43 007 | 2,17 | 1 688 | 12,01 | ||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 20 260 | 0,00 | 726 | −5,48 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 5 271 | 207 | ||||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 33 157 | 0,00 | 1 301 | 9,60 | ||||
| 2025-07-18 | 13F | Heritage Financial Services, LLC | 339 438 | 7,51 | 13 323 | 17,83 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 4 002 | −1,11 | 157 | 9,03 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 54 328 | 2 | ||||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 1 920 | 0,00 | 75 | 10,29 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 4 713 | 0,00 | 185 | 9,52 | ||||
| 2025-07-30 | 13F | Mills Wealth Advisors LLC | 25 903 | 4,57 | 1 017 | 14,54 | ||||
| 2025-07-23 | 13F | Austin Asset Management Co Inc | 6 585 | 0,00 | 258 | 9,79 | ||||
| 2025-07-25 | 13F | LRI Investments, LLC | 3 514 | 2,78 | 138 | 12,30 | ||||
| 2025-08-07 | 13F | Alpha Financial Advisors, LLC | 6 671 | 262 | ||||||
| 2025-07-24 | 13F | Financial Connections Group, Inc. | 45 577 | 151,32 | 2 | |||||
| 2025-07-22 | 13F | Sutton Place Investors Llc | 6 567 | 1,97 | 258 | 11,74 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 1 824 110 | 50,06 | 71 596 | 64,48 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 300 | 12 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 19 061 | −0,77 | 748 | 8,88 | ||||
| 2025-08-08 | 13F | Pinney & Scofield, Inc. | 426 | 0,24 | 17 | 6,67 | ||||
| 2025-08-08 | 13F | RAM Investment Partners, LLC | 121 006 | 26,44 | 4 749 | 38,58 | ||||
| 2025-08-01 | 13F | Red Lighthouse Investment Management, Llc | 3 217 | −14,05 | 126 | −1,56 | ||||
| 2025-08-14 | 13F | Balanced Rock Investment Advisor | 23 297 | 10,43 | 914 | 21,06 | ||||
| 2025-08-11 | 13F | Root Financial Partners, LLC | 28 917 | −10,20 | 1 135 | −1,65 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 14 191 | 60,80 | 557 | 75,95 | ||||
| 2025-08-11 | 13F | von Borstel & Associates, Inc. | 25 974 | 4,02 | 1 | |||||
| 2025-08-14 | 13F | Freedom Financial Partners LLC | 17 833 | 22,01 | 700 | 33,65 | ||||
| 2025-07-23 | 13F | HTG Investment Advisors, Inc. | 5 775 | 227 | ||||||
| 2025-08-07 | 13F | Allworth Financial LP | 2 906 | −46,66 | 114 | −40,00 | ||||
| 2025-08-11 | 13F | Anfield Capital Management, LLC | 350 | 0,00 | 14 | 8,33 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 61 378 | −5,26 | 2 409 | 3,84 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 372 538 | −4,58 | 14 622 | 4,59 | ||||
| 2025-07-31 | 13F | Aspen Capital Management, LLC | 111 007 | 69,51 | 4 357 | 85,80 | ||||
| 2025-08-04 | 13F | Syverson Strege & Co | 92 392 | 0,09 | 3 626 | 9,71 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 407 806 | −1,19 | 16 296 | 10,26 | ||||
| 2025-07-16 | 13F | Signature Resources Capital Management, LLC | 2 812 | 6,56 | 110 | 17,02 | ||||
| 2025-08-07 | 13F | Addison Advisors LLC | 84 148 | 7,06 | 3 303 | 17,34 | ||||
| 2025-08-14 | 13F | Wealth Preservation Advisors, LLC | 3 245 | 0,00 | 127 | 9,48 | ||||
| 2025-08-11 | 13F | Babb Wealth Advisors LLC | 46 535 | 0,26 | 1 826 | 9,87 | ||||
| 2025-07-11 | 13F | Physician Wealth Solutions Inc. | 5 800 | 0,00 | 228 | 9,66 | ||||
| 2025-07-15 | 13F | Cordant, Inc. | 21 851 | 11,66 | 858 | 22,43 | ||||
| 2025-08-14 | 13F | Vista Capital Partners, Inc. | 45 256 | 1 776 | ||||||
| 2025-07-31 | 13F | Opes Wealth Management LLC | 17 776 | 0,42 | 698 | 10,11 | ||||
| 2025-07-18 | 13F | PBMares Wealth Management LLC | 5 732 | 225 | ||||||
| 2025-08-11 | 13F | WPWealth LLP | 28 863 | 0,03 | 1 133 | 9,58 | ||||
| 2025-08-11 | 13F | Compass Capital Corp /ma/ /adv | 46 689 | 4,04 | 1 886 | 28,84 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | SNS Financial Group, LLC | 7 199 | 14,52 | 283 | 25,33 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-09-09 | 13F | Cambridge Financial Group, LLC | 33 792 | −9,69 | 1 326 | −0,97 | ||||
| 2025-07-25 | 13F | Wealth Architects, LLC | 200 646 | 41,88 | 7 875 | 55,51 | ||||
| 2025-07-17 | 13F | Willow Creek Wealth Management Inc. | 318 781 | −7,11 | 12 512 | 1,81 | ||||
| 2025-07-22 | 13F | Clarius Group, LLC | 11 591 | −12,59 | 455 | −4,22 | ||||
| 2025-07-16 | 13F | Blue Oak Capital, LLC | 149 230 | −29,73 | 5 857 | −22,97 | ||||
| 2025-07-11 | 13F | Colorado Capital Management, Inc. | 8 780 | 35,98 | 0 | |||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 339 357 | −3,30 | 13 320 | 3,82 | ||||
| 2025-08-04 | 13F | Hutchinson Capital Management/ca | 14 177 | 0,00 | 556 | 9,66 | ||||
| 2025-07-03 | 13F | Fiduciary Financial Group, Llc | 26 038 | 14,07 | 1 030 | 34,69 | ||||
| 2025-07-23 | 13F | Heck Capital Advisors, LLC | 12 731 | −0,04 | 500 | 9,43 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 7 991 | 10,91 | 321 | 24,03 | ||||
| 2025-07-24 | 13F | Wealth Advisors Northwest LLC | 39 577 | 9,36 | 1 553 | 19,83 | ||||
| 2025-07-15 | 13F | SJS Investment Consulting Inc. | 204 423 | 7,16 | 8 024 | 17,45 | ||||
| 2025-07-31 | 13F | LongView Asset Management LLC | 702 809 | 6,23 | 27 585 | 16,43 | ||||
| 2025-07-14 | 13F | Northland Capital Management LLC | 122 529 | 8,55 | 4 809 | 19,01 | ||||
| 2025-08-14 | 13F | Cardiff Park Advisors, Llc | 1 282 | 0,23 | 50 | 11,11 | ||||
| 2025-08-06 | 13F | North Capital, Inc. | 2 656 | −33,32 | 104 | −26,76 | ||||
| 2025-05-02 | 13F | MB Generational Wealth, LLC | 85 234 | −0,87 | 3 052 | −6,32 | ||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 33 826 | 11,77 | 1 328 | 22,53 | ||||
| 2025-07-25 | 13F | Acorn Creek Capital Llc | 6 039 | −12,21 | 237 | −3,66 | ||||
| 2025-08-11 | 13F | Rockbridge Investment Management, LCC | 67 784 | −11,66 | 2 661 | −3,17 | ||||
| 2025-08-15 | 13F | Keel Point, LLC | 20 212 | 0,00 | 793 | 9,68 | ||||
| 2025-07-14 | 13F | Abacus Wealth Partners, LLC | 1 234 428 | 26,97 | 48 451 | 39,17 | ||||
| 2025-07-25 | 13F | Ruedi Wealth Management, Inc. | 13 773 | 0,78 | 541 | 10,43 | ||||
| 2025-07-10 | 13F | Waypoint Wealth Partners Inc. | 191 470 | 50,94 | 7 515 | 65,46 | ||||
| 2025-08-01 | 13F | SYM FINANCIAL Corp | 120 | 0,00 | 5 | 0,00 | ||||
| 2025-04-14 | 13F | Greenspring Advisors, LLC | 12 767 | 0,00 | 457 | −5,38 | ||||
| 2025-07-28 | 13F | Morris Financial Concepts, Inc. | 11 627 | 3,29 | 456 | 13,15 | ||||
| 2025-08-13 | 13F | Parkworth Wealth Management, Inc. | 3 255 | 48,02 | 128 | 62,82 | ||||
| 2025-08-12 | 13F | Passive Capital Management, LLC. | 10 800 | 0,00 | 427 | 10,62 | ||||
| 2025-08-05 | 13F | Allodium Investment Consultants, LLC | 134 521 | 14,56 | 5 280 | 25,54 | ||||
| 2025-07-29 | 13F | BKD Wealth Advisors, LLC | 11 481 | 0,00 | 451 | 9,49 | ||||
| 2025-07-30 | 13F | Forum Financial Management, LP | 416 004 | 4,98 | 16 328 | 15,08 | ||||
| 2025-08-08 | 13F | Schwarz Dygos Wheeler Investment Advisors Llc | 26 961 | −3,36 | 1 058 | 5,91 | ||||
| 2025-07-17 | 13F | Elser Financial Planning, Inc | 206 613 | 8 157 | ||||||
| 2025-08-12 | 13F | BWM Planning, LLC | 5 477 | 215 | ||||||
| 2025-07-22 | 13F | Red Tortoise LLC | 4 765 | 0,00 | 187 | 10,00 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 8 374 | 329 | ||||||
| 2025-07-25 | 13F | Joel Adams & Associates, Inc. | 23 324 | 0,95 | 915 | 10,64 | ||||
| 2025-04-17 | 13F | Vista Wealth Management Group, LLC | 563 186 | −2,19 | 20 168 | −7,58 | ||||
| 2025-07-31 | 13F | Planning Center, Inc. | 207 386 | 6,01 | 8 140 | 16,19 | ||||
| 2025-08-08 | 13F | Rockefeller Capital Management L.P. | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Quadcap Wealth Management, LLC | 7 148 | 281 | ||||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 2 785 | 0,43 | 109 | 3,81 | ||||
| 2025-07-25 | 13F | Gibson Capital, LLC | 390 765 | −0,00 | 15 338 | 9,60 | ||||
| 2025-07-22 | 13F | Hill Island Financial Llc | 23 168 | −5,38 | 909 | 3,77 | ||||
| 2025-08-14 | 13F | Betterment LLC | 162 302 | 48,74 | 6 | 100,00 | ||||
| 2025-07-31 | 13F | Cardinal Point Capital Management, ULC | 183 755 | −0,10 | 7 212 | 9,51 | ||||
| 2025-08-05 | 13F | Integrity Wealth Solutions LLC | 5 782 | 1,71 | 227 | 11,33 | ||||
| 2025-07-31 | 13F | Curio Wealth, Llc | 4 688 | 117 100,00 | 184 | −1,60 | ||||
| 2025-08-12 | 13F | Martin Worley Group | 74 747 | −4,32 | 2 934 | 4,86 | ||||
| 2025-07-14 | 13F | Sellwood Investment Partners LLC | 38 736 | 1 520 | ||||||
| 2025-08-06 | 13F | True Wealth Design, LLC | 12 909 | 85,37 | 507 | 103,21 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Savant Capital, LLC | 41 262 | 7,37 | 1 620 | 17,66 | ||||
| 2025-08-06 | 13F | Longview Financial Advisors LLC | 47 760 | −15,85 | 1 875 | −7,78 | ||||
| 2025-07-15 | 13F | BKA Wealth Consulting, Inc. | 6 784 | 2,37 | 266 | 12,24 | ||||
| 2025-07-16 | 13F | Five Oceans Advisors | 116 060 | 40,48 | 4 555 | 53,99 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 81 257 | −3,59 | 3 189 | 5,67 | ||||
| 2025-07-21 | 13F | Quent Capital, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Glassman Wealth Services | 11 379 | 54,99 | 447 | 70,23 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 7 517 | 295 | ||||||
| 2025-07-17 | 13F | DiNuzzo Private Wealth, Inc. | 52 428 | 2,64 | 2 058 | 12,47 | ||||
| 2025-07-07 | 13F | New Capital Management LP | 272 556 | −13,18 | 10 698 | −4,85 | ||||
| 2025-08-08 | 13F | Creative Planning | 16 537 | 1,79 | 649 | 11,70 | ||||
| 2025-07-23 | 13F | Bellevue Asset Management, Llc | 3 292 | 0,24 | 129 | 10,26 | ||||
| 2025-07-31 | 13F | Silver Oak Advisory Group, Inc. | 5 626 | 0,25 | 0 | |||||
| 2025-05-15 | 13F | Old Mission Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Bridge Generations Wealth Management Llc | 17 151 | 0,00 | 673 | 9,61 | ||||
| 2025-07-31 | 13F | Warburton Capital Management, LLC | 9 559 | 8,74 | 0 | |||||
| 2025-08-14 | 13F | Premier Financial Group | 73 461 | 2 998 | ||||||
| 2025-07-10 | 13F | Shira Ridge Wealth Management | 31 013 | −1,18 | 1 217 | 8,37 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 2 050 | 2,65 | 80 | 12,68 | ||||
| 2025-08-08 | 13F | Altiora Financial Group, LLC | 26 000 | 0,00 | 1 020 | 9,56 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 9 148 | 0,00 | 359 | 9,79 | ||||
| 2025-07-30 | 13F | EnRich Financial Partners LLC | 33 453 | −9,74 | 1 313 | −1,06 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 39 725 | 330,72 | 2 | |||||
| 2025-08-13 | 13F | RW Investment Management LLC | 37 122 | 2,08 | 1 457 | 11,90 | ||||
| 2025-07-23 | 13F | Elevate Wealth Advisory, Inc | 337 | 0,00 | 13 | 8,33 | ||||
| 2025-08-14 | 13F | Sterling Wealth Management, Inc. | 5 168 | −2,27 | 203 | 1,00 | ||||
| 2025-07-24 | 13F | Grand Wealth Management, Llc | 7 162 | 173,57 | 281 | 202,15 | ||||
| 2025-08-08 | 13F | Austin Wealth Management, LLC | 7 397 | −3,05 | 297 | 11,28 | ||||
| 2025-07-14 | 13F | BetterWealth, LLC | 59 857 | 0,50 | 2 349 | 10,18 | ||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 145 904 | 2 698,31 | 5 727 | 2 978,49 | ||||
| 2025-07-18 | 13F | Meritas Wealth Management, LLC | 21 599 | 0,00 | 848 | 9,57 | ||||
| 2025-07-18 | 13F | Tanager Wealth Management LLP | 27 921 | 8,26 | 1 096 | 18,63 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 27 950 | −8,71 | 1 097 | 0,09 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 13 353 | 0,00 | 524 | 9,62 | ||||
| 2025-07-18 | 13F | Ledgewood Wealth Advisors, LLC | 18 130 | 0,00 | 712 | 9,55 | ||||
| 2025-08-13 | 13F | Momentous Wealth Management, Inc. | 168 099 | 12,53 | 6 598 | 23,33 | ||||
| 2025-08-12 | 13F | Coston, McIsaac & Partners | 7 861 | 5,16 | 0 |
