Grundläggande statistik
| Institutionella ägare | 449 total, 449 long only, 0 short only, 0 long/short - change of 8,19% MRQ |
| Genomsnittlig portföljallokering | 0.8953 % - change of −4,57% MRQ |
| Institutionella aktier (lång) | 126 292 101 (ex 13D/G) - change of 9,47MM shares 8,11% MRQ |
| Institutionellt värde (lång) | $ 3 613 682 USD ($1000) |
Institutionellt ägande och aktieägare
Dimensional ETF Trust - Dimensional US Small Cap Value ETF (US:DFSV) har 449 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 126,292,101 aktier. Största aktieägare inkluderar Savant Capital, LLC, Mather Group, Llc., CI Private Wealth, LLC, JMG Financial Group, Ltd., Ritholtz Wealth Management, Colony Group, LLC, Cerity Partners LLC, Pathstone Holdings, LLC, Vestmark Advisory Solutions, Inc., and Modera Wealth Management, LLC .
Dimensional ETF Trust - Dimensional US Small Cap Value ETF (ARCA:DFSV) 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 16, 2025 is 32,21 / share. Previously, on September 17, 2024, the share price was 30,33 / share. This represents an increase of 6,20% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 261 530 | 32,74 | 7 697 | 38,77 | ||||
| 2025-07-09 | 13F | Shore Point Advisors, LLC | 7 281 | 214 | ||||||
| 2025-07-11 | 13F | Quantum Financial Advisors, LLC | 113 868 | 28,22 | 3 351 | 34,04 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 45 859 | 5,55 | 1 412 | 22,46 | ||||
| 2025-07-29 | 13F | Private Wealth Management Group, LLC | 404 590 | 1,84 | 11 907 | 6,48 | ||||
| 2025-07-28 | 13F | RCS Financial Planning, LLC | 305 939 | 1,36 | 9 004 | 5,97 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 20 717 | 610 | ||||||
| 2025-07-15 | 13F | Bannerman Wealth Management Group, Llc | 11 725 | 7,58 | 345 | 12,75 | ||||
| 2025-07-07 | 13F | Discipline Wealth Solutions, LLC | 142 606 | 12,65 | 4 197 | 17,77 | ||||
| 2025-08-01 | 13F | Zhang Financial LLC | 628 904 | −9,88 | 18 509 | −5,79 | ||||
| 2025-08-14 | 13F | Essential Planning, LLC. | 15 854 | 28,52 | 467 | 34,29 | ||||
| 2025-07-15 | 13F | Marquette Asset Management, LLC | 154 911 | 4 559 | ||||||
| 2025-07-22 | 13F | DBK Financial Counsel, LLC | 17 553 | 51,16 | 517 | 58,28 | ||||
| 2025-08-07 | 13F | McClarren Financial Advisors, Inc. | 27 056 | 76,40 | 796 | |||||
| 2025-07-03 | 13F | Higgins & Schmidt Wealth Strategies LLC | 23 077 | 679 | ||||||
| 2025-07-23 | 13F | Quarry Hill Advisors, Llc | 66 062 | 127,45 | 1 944 | 137,94 | ||||
| 2025-07-14 | 13F | Shearwater Capital LLC | 20 016 | 14,72 | 589 | 19,96 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 42 083 | 127,45 | 1 238 | 138,08 | ||||
| 2025-08-07 | 13F | Nwam Llc | 13 500 | 0,00 | 397 | 4,47 | ||||
| 2025-07-21 | 13F | Sageworth Trust Co | 21 138 | 622 | ||||||
| 2025-08-04 | 13F | REDW Wealth LLC | 28 702 | 2,07 | 845 | 6,70 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 52 300 | −16,59 | 1 539 | −12,80 | ||||
| 2025-08-14 | 13F | Sentinel Wealth Management, Inc. | 233 852 | 7 | ||||||
| 2025-08-12 | 13F | XTX Topco Ltd | 0 | −100,00 | 0 | |||||
| 2025-04-17 | 13F | Life Planning Partners, Inc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-29 | 13F | Lutz Financial Services LLC | 11 818 | 348 | ||||||
| 2025-08-11 | 13F | Citigroup Inc | 41 917 | −2,95 | 1 234 | 1,48 | ||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 1 412 631 | 12,38 | 41 574 | 17,49 | ||||
| 2025-08-14 | 13F | Navigoe, LLC | 324 062 | 19,59 | 10 | 28,57 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 837 201 | 90,19 | 24 639 | 98,84 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 6 993 | −11,69 | 206 | −7,66 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 3 035 274 | 225,26 | 89 328 | 240,05 | ||||
| 2025-08-12 | 13F | Blueprint Investment Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Clear Harbor Asset Management, LLC | 28 911 | 18,34 | 851 | 23,73 | ||||
| 2025-07-14 | 13F | Financial Harvest, LLC | 8 537 | 251 | ||||||
| 2025-07-23 | 13F | Joel Isaacson & Co., LLC | 17 048 | 0,45 | 502 | 5,03 | ||||
| 2025-07-11 | 13F/A | Umb Bank N A/mo | 5 771 | 0,00 | 170 | 4,32 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 28 851 | 0,00 | 849 | 4,56 | ||||
| 2025-08-14 | 13F | Clg Llc | 22 520 | −21,52 | 663 | −17,97 | ||||
| 2025-04-11 | 13F | Safeguard Financial, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Great Oak Capital Partners, Llc | 33 724 | 45,04 | 1 039 | 46,54 | ||||
| 2025-07-11 | 13F | Diversified Trust Co | 33 246 | 0,00 | 978 | 4,60 | ||||
| 2025-08-12 | 13F | Rather & Kittrell, Inc. | 583 097 | 12,34 | 17 161 | 17,45 | ||||
| 2025-08-21 | 13F | Aveo Capital Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Mather Group, Llc. | 6 462 729 | 28,99 | 190 198 | 34,85 | ||||
| 2025-07-17 | 13F | Porter White Investment Advisors, Inc. | 39 399 | −21,18 | 1 160 | −17,63 | ||||
| 2025-07-23 | 13F | Integris Wealth Management, LLC | 560 416 | −0,11 | 16 493 | 4,43 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 10 368 | −0,77 | 305 | 3,74 | ||||
| 2025-07-29 | 13F | Fundamentun, Llc | 46 041 | 1 355 | ||||||
| 2025-07-24 | 13F | Lindenwold Advisors | 46 442 | 81,72 | 1 367 | 89,99 | ||||
| 2025-05-01 | 13F | Asset Dedication, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 1 403 030 | 11,98 | 41 291 | 17,07 | ||||
| 2025-08-07 | 13F | Retirement Solution Inc. | 630 891 | 1,98 | 18 567 | 6,62 | ||||
| 2025-07-11 | 13F | Rockwood Wealth Management, LLC | 40 213 | 21,53 | 1 183 | 27,07 | ||||
| 2025-07-21 | 13F | Financial Architects, LLC | 297 920 | −3,49 | 8 768 | 0,90 | ||||
| 2025-07-03 | 13F | Lam Group, Inc. | 104 865 | 2,02 | 3 086 | 6,67 | ||||
| 2025-04-17 | 13F | Nbt Bank N A /ny | 0 | −100,00 | 0 | |||||
| 2025-07-29 | NP | EBI - Longview Advantage ETF | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-23 | 13F | L.K. Benson & Company, P.C. | 8 197 | 8,03 | 241 | 13,15 | ||||
| 2025-07-16 | 13F | Builder Investment Group Inc /adv | 22 615 | 19,13 | 666 | 24,53 | ||||
| 2025-07-10 | 13F | Global Financial Private Client, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 128 426 | 13,31 | 3 780 | 18,46 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 539 542 | 10,21 | 15 880 | 15,23 | ||||
| 2025-07-29 | 13F | Schubert & Co | 78 888 | 52,19 | 2 322 | 59,08 | ||||
| 2025-08-08 | 13F | W.H. Cornerstone Investments Inc. | 97 982 | 3,88 | 2 884 | 8,59 | ||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 77 | 126,47 | 2 | |||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 484 377 | 3,39 | 14 255 | 8,09 | ||||
| 2025-07-03 | 13F | Collective Family Office Llc | 205 044 | 52,93 | 6 034 | 59,88 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 65 941 | 871,29 | 1 941 | 915,71 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 107 009 | 7,10 | 3 149 | 11,98 | ||||
| 2025-07-08 | 13F | Peirce Capital Management, LLC | 19 933 | 587 | ||||||
| 2025-07-28 | 13F | Pettinga Financial Advisors, LLC | 155 059 | 29,17 | 4 563 | 35,04 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 2 457 840 | −16,31 | 72 334 | −12,50 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 286 599 | 442,75 | 8 435 | 467,56 | ||||
| 2025-07-14 | 13F | Acropolis Investment Management, LLC | 9 118 | 0,00 | 268 | 4,69 | ||||
| 2025-07-30 | 13F | Gables Capital Management Inc. | 288 | 8 | ||||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 72 260 | −2,25 | 2 127 | 2,21 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 680 | 0,00 | 20 | 5,26 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 513 144 | 2,15 | 15 995 | 17,36 | ||||
| 2025-07-25 | 13F | Hemington Wealth Management | 5 877 | −89,37 | 0 | −100,00 | ||||
| 2025-08-13 | 13F | United Wealth Management, LLC | 843 368 | 4,72 | 24 820 | 9,48 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 314 056 | 148,71 | 9 243 | 160,07 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 22 712 | 30,45 | 668 | 36,33 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 24 463 | 49,73 | 743 | 72,39 | ||||
| 2025-07-16 | 13F | Strategic Investment Solutions, Inc. /IL | 87 676 | −60,53 | 2 580 | −58,74 | ||||
| 2025-08-11 | 13F | Mosaic Family Wealth Partners, Llc | 964 105 | 4,09 | 28 374 | 8,82 | ||||
| 2025-07-15 | 13F | Kraft Asset Management, Llc | 14 331 | 6,99 | 422 | 11,67 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 338 387 | 2,52 | 9 959 | 7,18 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1 481 142 | 8,33 | 43 590 | 13,25 | ||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 13 184 | 21,41 | 388 | 27,21 | ||||
| 2025-05-08 | 13F | Harbour Investments, Inc. | 0 | −100,00 | 0 | |||||
| 2025-04-25 | 13F | Kendall Capital Management | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Werba Rubin Papier Wealth Management | 20 306 | −14,19 | 598 | −10,36 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 357 | 11 | ||||||
| 2025-07-30 | 13F | Bayshore Asset Management, Llc | 45 839 | 486,40 | 1 349 | 513,18 | ||||
| 2025-07-24 | 13F | Galvin, Gaustad & Stein, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 7 770 | 0,03 | 229 | 4,59 | ||||
| 2025-08-11 | 13F | Foundation Wealth Management, LLC\PA | 259 470 | 24,28 | 7 636 | 29,93 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 74 559 | 2 194 | ||||||
| 2025-07-18 | 13F | Liberty Capital Management, Inc. | 7 547 | −83,48 | 222 | −82,72 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 14 309 | −67,51 | 421 | −66,02 | ||||
| 2025-07-10 | 13F | Triangle Securities Wealth Management | 7 760 | 228 | ||||||
| 2025-08-14 | 13F | Alaska Permanent Fund Corp | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Eq Wealth Advisors, Llc | 234 900 | 9,19 | 6 913 | 14,17 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 21 309 | −7,85 | 627 | −3,54 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Putnam Fl Investment Management Co | 23 600 | −74,19 | 695 | −73,04 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 303 678 | 6,42 | 8 937 | 11,27 | ||||
| 2025-04-25 | 13F | EnRich Financial Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 8 544 | 251 | ||||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 155 | 0,00 | 5 | 0,00 | ||||
| 2025-07-31 | 13F | BIP Wealth, LLC | 20 269 | 597 | ||||||
| 2025-07-23 | 13F | Austin Asset Management Co Inc | 46 223 | 327,99 | 1 360 | 347,37 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 767 779 | −21,63 | 22 596 | −18,07 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 46 823 | 22,75 | 1 | 0,00 | ||||
| 2025-08-14 | 13F | C M Bidwell & Associates Ltd | 27 453 | 9,41 | 808 | 14,31 | ||||
| 2025-08-11 | 13F | von Borstel & Associates, Inc. | 826 046 | 13,72 | 24 | 20,00 | ||||
| 2025-07-18 | 13F | GEN Financial Management, INC. | 32 690 | 8,35 | 962 | 13,31 | ||||
| 2025-07-30 | 13F | Clune & Associates, Ltd. | 89 955 | 20,95 | 2 647 | 26,47 | ||||
| 2025-07-23 | 13F | Allegiance Financial Group Advisory Services LLC | 7 936 | 0,27 | 234 | 4,95 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 0 | −100,00 | 0 | ||||
| 2025-07-29 | 13F | Kondo Wealth Advisors, Inc. | 9 926 | 5,19 | 300 | 12,83 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 0 | −100,00 | 0 | ||||
| 2025-08-08 | 13F | Pinney & Scofield, Inc. | 160 075 | 14,63 | 4 711 | 19,87 | ||||
| 2025-07-15 | 13F | Total Wealth Planning, Llc | 498 520 | 22,05 | 14 671 | 27,61 | ||||
| 2025-07-15 | 13F | Optima Capital Llc | 9 339 | 0,24 | 275 | 4,58 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 744 | 102,17 | 22 | 110,00 | ||||
| 2025-08-12 | 13F | Burk Holdings LLC | 150 524 | 34,72 | 4 430 | 40,83 | ||||
| 2025-07-16 | 13F | Squire Investment Management Company, LLC | 85 129 | 396,47 | 2 505 | 419,71 | ||||
| 2025-07-17 | 13F | Avondale Wealth Management | 20 327 | 16 032,54 | 598 | 19 833,33 | ||||
| 2025-08-08 | 13F | RAM Investment Partners, LLC | 18 368 | 96,43 | 541 | 105,32 | ||||
| 2025-07-18 | 13F | Client 1st Advisory Group, Llc | 94 631 | 13,19 | 2 785 | 18,32 | ||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 3 210 827 | 30,95 | 94 495 | 36,90 | ||||
| 2025-05-06 | 13F | Cetera Investment Advisers | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Oak Wealth Advisors LLC | 92 825 | 36,10 | 2 732 | 42,31 | ||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 182 311 | 5,17 | 5 365 | 9,96 | ||||
| 2025-07-18 | 13F | PBMares Wealth Management LLC | 255 306 | 25,55 | 7 514 | 31,25 | ||||
| 2025-07-30 | 13F | Studio Investment Management Llc | 0 | −100,00 | 0 | |||||
| 2025-09-09 | 13F | Cambridge Financial Group, LLC | 34 452 | −15,76 | 1 014 | −11,91 | ||||
| 2025-07-03 | 13F | CPA Asset Management LLC | 45 829 | 19,45 | 1 349 | 24,81 | ||||
| 2025-08-06 | 13F | SNS Financial Group, LLC | 90 029 | −6,30 | 2 650 | −2,03 | ||||
| 2025-04-15 | 13F | Corrigan Financial, Inc. | 162 139 | 25,27 | 4 564 | 14,59 | ||||
| 2025-07-23 | 13F | HMV Wealth Advisors, LLC | 34 905 | −18,46 | 1 027 | −14,70 | ||||
| 2025-07-14 | 13F | Painted Porch Advisors LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-25 | 13F | Index Fund Advisors, Inc. | 2 185 576 | 11,67 | 64 321 | 16,75 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 2 671 340 | 117,24 | 78 618 | 127,12 | ||||
| 2025-07-16 | 13F | Vestia Personal Wealth Advisors | 192 657 | 28,59 | 5 670 | 34,46 | ||||
| 2025-08-08 | 13F | Keyvantage Wealth, Llc | 170 603 | 7,73 | 5 021 | 12,61 | ||||
| 2025-07-14 | 13F | ABLE Financial Group, LLC | 120 008 | 229,00 | 3 532 | 244,15 | ||||
| 2025-09-03 | 13F | Ballentine Capital Advisors, Inc | 265 062 | 1,22 | 7 801 | 5,82 | ||||
| 2025-08-04 | 13F | McMill Wealth Management | 99 350 | 85,77 | 2 927 | 94,49 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 20 873 | 7,64 | 614 | 12,66 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 895 938 | 14,23 | 27 649 | 25,22 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 2 704 376 | −17,63 | 79 590 | −13,89 | ||||
| 2025-08-14 | 13F | Comerica Bank | 1 245 | −26,33 | 37 | −23,40 | ||||
| 2025-07-15 | 13F | SJS Investment Consulting Inc. | 900 | 0,00 | 26 | 4,00 | ||||
| 2025-08-01 | 13F | JDH Wealth Management, LLC | 19 182 | 565 | ||||||
| 2025-07-09 | 13F | GEM Asset Management, LLC | 29 424 | 14,05 | 894 | 22,97 | ||||
| 2025-07-28 | 13F | Delap Wealth Advisory, Llc | 48 836 | 1 437 | ||||||
| 2025-07-23 | 13F | Tcfg Wealth Management, Llc | 29 092 | −1,27 | 856 | 3,26 | ||||
| 2025-08-04 | 13F | Pinnacle Associates Ltd | 328 564 | 2,26 | 9 670 | 6,91 | ||||
| 2025-07-14 | 13F | Brady Martz Wealth Solutions, LLC | 68 356 | 2 012 | ||||||
| 2025-07-09 | 13F | Graves-Light Private Wealth Management, Inc. | 19 524 | 0,30 | 575 | 4,94 | ||||
| 2025-08-13 | 13F | Parkworth Wealth Management, Inc. | 45 709 | 10,87 | 1 345 | 15,95 | ||||
| 2025-08-11 | 13F | FineMark National Bank & Trust | 51 699 | 0,00 | 1 522 | 4,54 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 15 557 | 458 | ||||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 6 872 | 0,00 | 202 | 4,66 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 15 044 | −6,21 | 443 | −2,00 | ||||
| 2025-08-13 | 13F | Balance Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 16 215 | −9,23 | 0 | |||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 9 500 | 0,00 | 280 | 4,49 | ||||
| 2025-07-18 | 13F | TruNorth Capital Management, LLC | 372 | 0,00 | 11 | 0,00 | ||||
| 2025-07-21 | 13F | Triad Wealth Partners, LLC | 39 697 | 97,97 | 1 168 | 107,09 | ||||
| 2025-08-13 | 13F | Tobias Financial Advisors, Inc. | 290 788 | −12,01 | 8 558 | −8,01 | ||||
| 2025-07-03 | 13F | Trust Co of the South | 429 256 | 26,26 | 12 633 | 32,00 | ||||
| 2025-08-13 | 13F | American Investment Services, Inc. | 136 333 | 1,88 | 4 012 | 6,53 | ||||
| 2025-07-22 | 13F | Bay Harbor Wealth Management, LLC | 205 | 6 | ||||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 340 643 | 15,76 | 10 025 | 21,03 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 13 839 | 16,57 | 407 | 21,86 | ||||
| 2025-07-11 | 13F | Lantz Financial LLC | 127 289 | −45,98 | 3 746 | −43,52 | ||||
| 2025-08-07 | 13F | Timonier Family Office, LTD. | 359 940 | 19,36 | 10 593 | 24,80 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 27 340 | 43,54 | 805 | 50,00 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 2 848 | 0,00 | 84 | 3,75 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 330 478 | −31,20 | 9 726 | −28,07 | ||||
| 2025-08-14 | 13F | Investmark Advisory Group LLC | 42 427 | −10,29 | 1 249 | −6,24 | ||||
| 2025-07-11 | 13F | Grant Private Wealth Management Inc | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Fortitude Family Office, LLC | 10 612 | 312 | ||||||
| 2025-07-21 | 13F | Quent Capital, LLC | 102 889 | −21,02 | 3 028 | −17,40 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 23 306 | 30,31 | 686 | 36,18 | ||||
| 2025-04-29 | 13F | Centered Wealth LLC dba Miller Equity Capital Advisors | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Kaufman Rossin Wealth, LLC | 7 175 | 211 | ||||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 34 168 | 13,02 | 1 006 | 8,06 | ||||
| 2025-07-18 | 13F | Fmb Wealth Management | 27 418 | −16,90 | 807 | −13,15 | ||||
| 2025-05-16 | 13F | Empowered Funds, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Meredith Wealth Planning | 14 831 | 436 | ||||||
| 2025-08-14 | 13F | Betterment LLC | 399 485 | 23,98 | 12 | 22,22 | ||||
| 2025-08-04 | 13F | Partners in Financial Planning | 12 449 | 366 | ||||||
| 2025-07-31 | 13F | LJI Wealth Management, LLC | 79 167 | 8,20 | 2 330 | 13,11 | ||||
| 2025-07-29 | 13F | Grunden Financial Advisory, Inc. | 415 075 | 1,99 | 12 216 | 6,63 | ||||
| 2025-04-18 | 13F | Edge Financial Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Quadrature Capital Ltd | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Elser Financial Planning, Inc | 230 429 | 6 915 | ||||||
| 2025-07-16 | 13F | Plancorp, LLC | 287 350 | 129,35 | 8 457 | 139,82 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 12 440 | −18,92 | 366 | −15,08 | ||||
| 2025-08-06 | 13F | True Wealth Design, LLC | 63 932 | −4,75 | 1 882 | −0,42 | ||||
| 2025-07-17 | 13F | CogentBlue Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 68 325 | −5,56 | 2 011 | −1,28 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Savant Capital, LLC | 11 772 597 | 25,52 | 346 468 | 31,23 | ||||
| 2025-07-21 | 13F | Keb Asset Management, Llc | 332 285 | 60,05 | 9 779 | 67,33 | ||||
| 2025-08-05 | 13F | Clarity Wealth Development LLC | 380 726 | 4,66 | 11 205 | 16,02 | ||||
| 2025-07-17 | 13F | Global Trust Asset Management, LLC | 11 412 | −53,33 | 336 | −51,31 | ||||
| 2025-08-14 | 13F | Safeguard Investment Advisory Group, LLC | 744 787 | −0,74 | 21 919 | 3,77 | ||||
| 2025-07-18 | 13F | Meritas Wealth Management, LLC | 50 615 | 28,04 | 1 490 | 33,90 | ||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 111 753 | 8,50 | 3 289 | 13,42 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-24 | 13F | Morton Brown Family Wealth, LLC | 36 195 | 5 785,37 | 1 065 | 6 164,71 | ||||
| 2025-07-11 | 13F | Compass Ion Advisors, LLC | 20 605 | 0,01 | 606 | 4,66 | ||||
| 2025-07-17 | 13F | DiNuzzo Private Wealth, Inc. | 1 335 123 | 7,81 | 39 293 | 12,71 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 8 464 | 1 239,24 | 249 | 1 364,71 | ||||
| 2025-08-14 | 13F | Greenline Partners, LLC | 378 850 | 62 313,51 | 11 150 | 65 482,35 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 423 964 | 9,22 | 12 477 | 14,19 | ||||
| 2025-08-12 | 13F | Wealth Dimensions Group, Ltd. | 456 519 | 4,45 | 13 435 | 9,20 | ||||
| 2025-08-13 | 13F | Grove Street Fiduciary, LLC | 43 757 | 0,00 | 1 288 | 4,55 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 128 188 | 1,00 | 4 | 0,00 | ||||
| 2025-08-08 | 13F | Austin Wealth Management, LLC | 16 585 | 495 | ||||||
| 2025-08-12 | 13F | Hill Investment Group Partners, LLC | 134 225 | 36,72 | 3 950 | 42,96 | ||||
| 2025-07-23 | 13F | Elevate Wealth Advisory, Inc | 9 872 | 0,15 | 291 | 4,69 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 90 039 | 9,64 | 2 650 | 14,63 | ||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 10 382 | −7,57 | 306 | −3,48 | ||||
| 2025-07-29 | 13F | Disciplined Investments, LLC | 26 757 | 5,31 | 787 | 10,07 | ||||
| 2025-08-11 | 13F | Oder Investment Management, LLC | 34 239 | −1,29 | 1 008 | 3,18 | ||||
| 2025-07-09 | 13F | Seaside Wealth Management, Inc. | 832 987 | 5,74 | 24 515 | 10,55 | ||||
| 2025-08-05 | 13F | Hutchens & Kramer Investment Management Group, LLC | 20 427 | −18,17 | 617 | −12,25 | ||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Altiora Financial Group, LLC | 57 509 | −1,86 | 1 692 | 2,61 | ||||
| 2025-07-14 | 13F | BetterWealth, LLC | 112 752 | −7,27 | 3 318 | −3,04 | ||||
| 2025-07-22 | 13F | Evensky & Katz LLC | 72 150 | −30,03 | 2 | 0,00 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 876 176 | −2,91 | 25 790 | 1,50 | ||||
| 2025-08-14 | 13F | Css Llc/il | 42 960 | 38,58 | 1 264 | 44,95 | ||||
| 2025-08-12 | 13F | Coston, McIsaac & Partners | 660 | −12,47 | 0 | |||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 93 775 | 3 | ||||||
| 2025-07-29 | NP | MVFG - Monarch Volume Factor Global Unconstrained Index ETF | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 18 112 | −1,55 | 533 | 3,09 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 25 439 | 34,30 | 759 | 42,21 | ||||
| 2025-08-11 | 13F | VSM Wealth Advisory, LLC | 2 704 | 0,00 | 80 | 3,95 | ||||
| 2025-08-14 | 13F | Hancock Whitney Corp | 7 886 | 232 | ||||||
| 2025-07-17 | 13F | Melfa Wealth Management, Llc | 106 485 | 4,66 | 3 134 | 9,39 | ||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 58 077 | 2,01 | 1 788 | 11,61 | ||||
| 2025-07-30 | 13F | Granite Harbor Advisors, Inc. | 24 956 | 734 | ||||||
| 2025-05-12 | 13F | Sandy Spring Bank | 59 012 | 6,31 | 1 661 | −2,75 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 14 600 | −27,36 | 430 | −24,07 | ||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 28 831 | 20,18 | 849 | 25,44 | ||||
| 2025-05-12 | 13F | Operose Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Lodestone Wealth Management LLC | 24 326 | 2,21 | 716 | 6,88 | ||||
| 2025-07-15 | 13F | Level Financial Advisors, Inc. | 92 765 | 0,59 | 2 730 | 5,16 | ||||
| 2025-07-16 | 13F | Gradient Capital Advisors, LLC | 172 432 | 23,93 | 5 075 | 29,57 | ||||
| 2025-05-12 | 13F | Fmr Llc | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Maryland Capital Advisors Inc. | 2 | 100,00 | 0 | |||||
| 2025-08-06 | 13F | Cloud Capital Management, LLC | 37 144 | 275,84 | 1 | |||||
| 2025-08-13 | 13F | Cary Street Partner Investment Advisory Llc | 36 202 | 269,45 | 1 065 | 287,27 | ||||
| 2025-08-06 | 13F | Disciplined Investors, L.L.C. | 116 861 | −0,02 | 3 439 | 4,53 | ||||
| 2025-08-08 | 13F | Truepoint, Inc. | 1 375 016 | 39,12 | 40 467 | 45,44 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 9 074 | −3,10 | 267 | 1,52 | ||||
| 2025-07-10 | 13F | Strathmore Capital Advisors, Inc. | 123 604 | 10,55 | 3 812 | 10,75 | ||||
| 2025-05-14 | 13F | Rockbridge Investment Management, LCC | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Flagstone Financial Management | 32 265 | 950 | ||||||
| 2025-07-29 | 13F | Two West Capital Advisors LLC | 84 424 | 1,83 | 2 600 | 24,11 | ||||
| 2025-07-11 | 13F | Andrews, Lucia Wealth Management Llc | 17 881 | 526 | ||||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 24 505 | 2 238,26 | 721 | 2 386,21 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 5 816 426 | 15,27 | 171 177 | 20,51 | ||||
| 2025-05-14 | 13F | Lionshead Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Sterling Financial Planning, Inc. | 277 710 | 19,23 | 8 173 | 24,66 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 153 604 | −9,68 | 4 521 | −5,72 | ||||
| 2025-08-12 | 13F | Team Hewins, LLC | 106 750 | 37,19 | 3 142 | 43,42 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 1 474 585 | 0,57 | 43 397 | 5,14 | ||||
| 2025-07-30 | NP | ENDW - Cambria Endowment Style ETF | 2 291 | 65 | ||||||
| 2025-08-05 | 13F | Aviance Capital Partners, LLC | 132 360 | 18,95 | 3 895 | 24,36 | ||||
| 2025-07-10 | 13F | Voisard Asset Management Group, Inc. | 10 701 | 315 | ||||||
| 2025-07-16 | 13F | Jentner Corp | 831 144 | 11,15 | 24 461 | 16,20 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 65 770 | 3,62 | 1 936 | 8,34 | ||||
| 2025-08-01 | 13F | Redwood Park Advisors LLC | 1 605 | −4,52 | 47 | 0,00 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 1 021 | 0,00 | 30 | 7,14 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 14 244 | 1 399,37 | 419 | 1 511,54 | ||||
| 2025-07-21 | 13F | Mendota Financial Group, LLC | 5 038 | 0,00 | 148 | 4,96 | ||||
| 2025-07-22 | 13F | Firethorn Wealth Partners, Llc | 63 544 | −1,62 | 1 870 | 2,86 | ||||
| 2025-07-17 | 13F | XY Planning Network, Inc. | 143 039 | 110,37 | 4 210 | 119,91 | ||||
| 2025-07-15 | 13F | Well Done, LLC | 437 588 | 14,11 | 12 878 | 9,11 | ||||
| 2025-07-22 | 13F | Gemmer Asset Management LLC | 46 706 | −9,73 | 1 375 | −5,63 | ||||
| 2025-07-23 | 13F | Pillar Financial Advisors, LLC | 158 847 | 12,90 | 4 675 | 18,03 | ||||
| 2025-07-29 | 13F | Stordahl Capital Management, Inc. | 896 666 | 2,79 | 26 389 | 7,46 | ||||
| 2025-08-12 | 13F | Tableaux Llc | 19 280 | 570 | ||||||
| 2025-07-17 | 13F | Mustard Seed Financial, LLC | 44 856 | 11,83 | 1 320 | 16,92 | ||||
| 2025-07-17 | 13F | Northwest Wealth Management, Llc | 71 356 | 13,25 | 2 100 | 18,44 | ||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 26 897 | 0,19 | 792 | 4,77 | ||||
| 2025-08-14 | 13F | Wealth Preservation Advisors, LLC | 43 788 | −8,04 | 1 289 | −3,88 | ||||
| 2025-07-21 | 13F | Capital Planning LLC | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Financial Symmetry Inc | 91 564 | 4,49 | 2 695 | 9,25 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 3 438 | 404,11 | 101 | 431,58 | ||||
| 2025-08-01 | 13F | Equita Financial Network, Inc. | 827 164 | −4,92 | 24 343 | −0,60 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 1 327 | −11,12 | 39 | −7,14 | ||||
| 2025-05-12 | 13F | Hantz Financial Services, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 324 | −25,69 | 10 | −25,00 | ||||
| 2025-08-12 | 13F | Fortis Capital Management LLC | 9 799 | 0,47 | 288 | 5,11 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 481 819 | 121,78 | 14 180 | 131,89 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 1 239 699 | 5,18 | 36 484 | 9,97 | ||||
| 2025-07-17 | 13F | Claris Advisors, Llc / Mo / | 16 014 | 471 | ||||||
| 2025-07-29 | 13F | Aire Advisors, Llc | 59 293 | 72,45 | 1 745 | 80,35 | ||||
| 2025-07-21 | 13F | Tilia Fiduciary Partners, Inc. | 8 610 | 253 | ||||||
| 2025-08-11 | 13F | Root Financial Partners, LLC | 782 502 | −39,71 | 23 029 | −37,04 | ||||
| 2025-08-14 | 13F | DecisionPoint Financial, LLC | 790 | 92,68 | 24 | 109,09 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 21 462 | 29,66 | 632 | 35,70 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 3 | 0,00 | 0 | |||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 778 332 | −13,34 | 23 | −12,00 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 453 136 | 0,78 | 13 336 | 5,36 | ||||
| 2025-07-21 | 13F | 25 Llc | 17 464 | 37,04 | 514 | 43,30 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 6 540 | 0,00 | 192 | 4,35 | ||||
| 2025-08-07 | 13F | Prudent Man Investment Management, Inc. | 14 277 | 0,00 | 439 | 0,00 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 310 479 | 5,47 | 9 137 | 10,27 | ||||
| 2025-08-14 | 13F | Hurley Capital, LLC | 6 220 | 14,28 | 183 | 19,61 | ||||
| 2025-07-15 | 13F | Signet Financial Management, Llc | 127 466 | −8,38 | 3 751 | −4,21 | ||||
| 2025-07-16 | 13F | TCI Wealth Advisors, Inc. | 256 488 | 1 430,72 | 7 548 | 1 502,55 | ||||
| 2025-08-05 | 13F | Astra Wealth Partners LLC | 19 159 | 19,91 | 564 | 25,39 | ||||
| 2025-07-10 | 13F | Wedmont Private Capital | 40 597 | 109,05 | 1 252 | 155,31 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 396 | 0,25 | 12 | 0,00 | ||||
| 2025-08-13 | 13F | Quadrant Capital Group Llc | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Oceanside Advisors LLC | 397 232 | 4,88 | 11 691 | 9,65 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 2 250 | 0,00 | 66 | 4,76 | ||||
| 2025-07-09 | 13F | Aurelius Family Office LLC | 18 176 | 0,22 | 535 | 4,71 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 31 235 | 202,31 | 919 | 216,90 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 208 772 | −1,98 | 6 144 | 2,49 | ||||
| 2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 60 133 | 36,73 | 1 770 | 43,01 | ||||
| 2025-08-08 | 13F | Sittner & Nelson, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 117 055 | 3 445 | ||||||
| 2025-07-14 | 13F | Foster Group, Inc. | 28 515 | 839 | ||||||
| 2025-08-14 | 13F | Pine Harbor Wealth Management, LLC | 25 051 | 6,92 | 737 | 11,84 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 1 888 085 | −11,04 | 55 566 | −7,00 | ||||
| 2025-07-17 | 13F | Lauterbach Financial Advisors, LLC | 11 692 | −39,63 | 344 | −36,88 | ||||
| 2025-05-12 | 13F | Cahill Wealth Management, LLC | 274 231 | 1,77 | 7 720 | −6,92 | ||||
| 2025-08-05 | 13F | Gibraltar Capital Management, Inc. | 60 235 | 8,02 | 1 773 | 12,94 | ||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 428 597 | 57,85 | 12 614 | 65,03 | ||||
| 2025-05-16 | 13F | Ashton Thomas Private Wealth, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-08 | 13F | Tanglewood Legacy Advisors, LLC | 2 034 | 0,00 | 60 | 3,51 | ||||
| 2025-08-01 | 13F | Fort Vancouver Investment Management, LLC | 18 841 | 1 030,23 | 554 | 1 104,35 | ||||
| 2025-07-11 | 13F | Sprinkle Financial Consultants LLC | 30 506 | 7,55 | 898 | 12,41 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 7 498 | −2,99 | 221 | 1,38 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 92 755 | 45,08 | 2 730 | 51,70 | ||||
| 2025-08-12 | 13F | Triune Financial Partners, LLC | 8 045 | 237 | ||||||
| 2025-07-30 | 13F | Mills Wealth Advisors LLC | 6 808 | 200 | ||||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 1 327 469 | 611 636,87 | 39 067 | 651 016,67 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 616 269 | 4,17 | 18 137 | 8,91 | ||||
| 2025-07-23 | 13F | Abel Hall, LLC | 279 984 | −3,25 | 8 240 | 1,14 | ||||
| 2025-07-24 | 13F | CarsonAllaria Wealth Management, Ltd. | 20 282 | 0,47 | 597 | 4,93 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 52 805 | 116,73 | 1 486 | 98,40 | ||||
| 2025-08-05 | 13F | Golden Bell Financial Planning LLC | 21 741 | 54,33 | 640 | 61,36 | ||||
| 2025-07-15 | 13F | Highland Financial Advisors, LLC | 7 771 | 0,00 | 229 | 4,59 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 361 565 | 21,43 | 10 641 | 26,94 | ||||
| 2025-07-21 | 13F/A | Abacus Planning Group, Inc. | 8 483 | 0,01 | 250 | 4,62 | ||||
| 2025-07-16 | 13F | Tru Independence Asset Management 2, Llc | 96 461 | −10,40 | 2 839 | −6,34 | ||||
| 2025-07-22 | 13F | Sutton Place Investors Llc | 6 945 | 204 | ||||||
| 2025-08-14 | 13F | Colony Group, LLC | 3 158 759 | 38,36 | 92 962 | 44,65 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 154 339 | −55,63 | 5 | −55,56 | ||||
| 2025-08-13 | 13F | Vance Wealth, Inc. | 70 250 | −5,35 | 2 067 | −1,05 | ||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 270 739 | −17,88 | 8 | −22,22 | ||||
| 2025-07-21 | 13F | Yeomans Consulting Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Aegis Wealth Management LLC | 59 347 | 0,00 | 1 671 | 0,00 | ||||
| 2025-04-28 | 13F | Redmont Wealth Advisors Llc | 10 605 | −43,67 | 299 | −48,53 | ||||
| 2025-07-28 | 13F | Verisail Partners, LLC | 15 448 | 1,17 | 455 | 5,83 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 24 843 | 44,47 | 731 | 51,03 | ||||
| 2025-07-14 | 13F | Narus Financial Partners, LLC | 8 753 | −22,29 | 258 | −18,93 | ||||
| 2025-07-31 | 13F | Kathleen S. Wright Associates Inc. | 26 740 | −10,58 | 787 | −6,54 | ||||
| 2025-08-08 | 13F | Creative Planning | 1 392 492 | 85,70 | 40 981 | 94,15 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 4 972 | 80,41 | 146 | 89,61 | ||||
| 2025-08-07 | 13F | Alpha Financial Advisors, LLC | 473 731 | −9,08 | 13 942 | −4,96 | ||||
| 2025-05-14 | 13F | WCG Wealth Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Scratch Capital Llc | 325 545 | 72,02 | 9 581 | 79,84 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 832 836 | 10,65 | 24 510 | 15,68 | ||||
| 2025-08-11 | 13F | Keyes, Stange & Wooten Wealth Management, LLC | 42 341 | 142,67 | 1 246 | 153,77 | ||||
| 2025-08-07 | 13F | Roberts Glore & Co Inc /il/ | 77 716 | 23,72 | 2 287 | 29,36 | ||||
| 2025-08-05 | 13F | Avant Financial Advisors LLC | 311 396 | 16,26 | 9 164 | 21,55 | ||||
| 2025-07-28 | 13F | Revolve Wealth Partners, LLC | 40 183 | 79,71 | 1 183 | 87,92 | ||||
| 2025-07-31 | 13F | Aspen Capital Management, LLC | 253 368 | −6,82 | 7 457 | −2,59 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 368 | 0,00 | 11 | 0,00 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 1 658 961 | 69,15 | 48 823 | 76,84 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 452 575 | 0,86 | 13 319 | 11,33 | ||||
| 2025-07-17 | 13F | SC&H Financial Advisors, Inc. | 106 324 | 12,77 | 3 129 | 17,90 | ||||
| 2025-08-07 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 328 564 | 2,26 | 9 670 | 6,91 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 824 798 | −6,35 | 24 274 | −2,09 | ||||
| 2025-08-18 | 13F | V2 Financial group LLC | 71 574 | 0,71 | 2 106 | 5,30 | ||||
| 2025-07-14 | 13F | Friday Financial | 20 753 | 611 | ||||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 6 125 | 180 | ||||||
| 2025-07-11 | 13F | Physician Wealth Solutions Inc. | 435 855 | −0,91 | 12 827 | 3,60 | ||||
| 2025-08-07 | 13F | Tillman Hartley LLC | 11 664 | 0,05 | 343 | 4,57 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 1 945 | 57 | ||||||
| 2025-08-11 | 13F | Compass Capital Corp /ma/ /adv | 37 827 | 0,30 | 1 125 | 19,43 | ||||
| 2025-08-14 | 13F | Vista Capital Partners, Inc. | 23 206 | 683 | ||||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 108 093 | 3 181 | ||||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 9 918 | −0,49 | 292 | 3,93 | ||||
| 2025-07-22 | 13F | Yardley Wealth Management LLC | 12 569 | 0 | ||||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 66 023 | 583,33 | 1 943 | 616,97 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 1 903 813 | −6,14 | 56 029 | −1,87 | ||||
| 2025-08-04 | 13F | Capital Performance Advisors Llp | 40 115 | 36,28 | 1 181 | 42,51 | ||||
| 2025-08-07 | 13F | LOM Asset Management Ltd | 3 500 | 0 | ||||||
| 2025-08-12 | 13F | Change Path, LLC | 13 808 | 0,34 | 406 | 4,91 | ||||
| 2025-07-03 | 13F | Fiduciary Financial Group, Llc | 35 407 | −0,90 | 1 069 | 19,60 | ||||
| 2025-07-21 | 13F | Family CFO Inc | 10 643 | 313 | ||||||
| 2025-07-09 | 13F | Krilogy Financial LLC | 519 380 | 10,90 | 15 285 | 15,94 | ||||
| 2025-05-07 | 13F | WMS Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Vannoy Advisory Group, Inc. | 84 364 | 1,91 | 2 483 | 6,52 | ||||
| 2025-08-13 | 13F | Millstone Evans Group, LLC | 2 956 | −64,98 | 87 | −63,71 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 919 | 0,44 | 27 | 8,00 | ||||
| 2025-08-14 | 13F | Cardiff Park Advisors, Llc | 393 868 | 26,79 | 11 592 | 32,56 | ||||
| 2025-04-07 | 13F | GAMMA Investing LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | North Capital, Inc. | 250 | −50,00 | 7 | −50,00 | ||||
| 2025-07-16 | 13F | Signature Resources Capital Management, LLC | 3 094 | 3,17 | 91 | 8,33 | ||||
| 2025-08-11 | 13F | Traub Capital Management LLC | 446 | 13 | ||||||
| 2025-08-14 | 13F | Waterway Wealth Management, LLC | 495 864 | 3,62 | 14 593 | 8,34 | ||||
| 2025-08-01 | 13F | Austin Private Wealth, LLC | 90 901 | 34,83 | 2 675 | 41,01 | ||||
| 2025-08-12 | 13F | Legacy Financial Group, Inc. | 73 342 | −6,35 | 2 158 | −2,09 | ||||
| 2025-08-01 | 13F | First Command Advisory Services, Inc. | 9 | 0 | ||||||
| 2025-08-14 | 13F | Hrt Financial Lp | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Parkwoods Wealth Partners, LLC | 24 996 | 132,52 | 736 | 143,38 | ||||
| 2025-05-02 | 13F | MB Generational Wealth, LLC | 19 627 | 23,12 | 552 | 12,65 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 120 848 | 43,08 | 3 561 | 49,94 | ||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 532 | 0,38 | 16 | 7,14 | ||||
| 2025-07-24 | 13F | Wealth Advisors Northwest LLC | 512 589 | 19,39 | 15 086 | 24,82 | ||||
| 2025-07-09 | 13F | Efficient Frontier Advisors LLC | 152 343 | 2,31 | 4 483 | 6,97 | ||||
| 2025-08-15 | 13F | WealthCollab, LLC | 104 840 | 3 085 | ||||||
| 2025-08-11 | 13F | Ritter Daniher Financial Advisory LLC / DE | 15 | 0 | ||||||
| 2025-07-16 | 13F | Leading Edge Financial Planning LLC | 814 869 | 9,13 | 23 982 | 14,09 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 90 279 | 0,31 | 2 657 | 4,86 | ||||
| 2025-07-30 | 13F | Jackson Thornton Asset Management, Llc | 907 651 | 1,45 | 27 892 | 21,55 | ||||
| 2025-08-13 | 13F | Daner Wealth Management, LLC | 53 104 | −7,24 | 1 633 | −11,16 | ||||
| 2025-07-28 | 13F | Morris Financial Concepts, Inc. | 1 734 | 0,00 | 51 | 6,25 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 2 948 | −1,37 | 87 | 2,38 | ||||
| 2025-05-02 | 13F | Cable Hill Partners, LLC | 1 283 027 | 4,92 | 34 064 | −9,50 | ||||
| 2025-07-25 | 13F | Ruedi Wealth Management, Inc. | 67 925 | 372,36 | 1 999 | 394,80 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 62 709 | 24,15 | 1 846 | 29,84 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 1 863 | 55 | ||||||
| 2025-08-12 | 13F | Hanover Advisors Inc | 14 829 | −4,17 | 436 | 0,23 | ||||
| 2025-07-22 | 13F | Aspire Private Capital, LLC | 8 469 | 0,01 | 249 | 4,62 | ||||
| 2025-07-29 | 13F | Wealthstream Advisors, Inc. | 13 286 | 0,47 | 391 | 5,11 | ||||
| 2025-07-30 | 13F | Forum Financial Management, LP | 167 291 | 105,31 | 4 923 | 114,70 | ||||
| 2025-07-17 | 13F | Willow Creek Wealth Management Inc. | 41 282 | 170,10 | 1 215 | 182,33 | ||||
| 2025-07-14 | 13F | Infinity Wealth Counsel, LLC | 9 105 | 22,54 | 268 | 27,75 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 25 382 | 49,06 | 747 | 55,74 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 15 808 | 9,99 | 465 | 15,10 | ||||
| 2025-08-14 | 13F | Tudor Investment Corp Et Al | 8 511 | 250 | ||||||
| 2025-08-01 | 13F | Clark Asset Management, LLC | 9 932 | 292 | ||||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 3 930 | 0,46 | 116 | 4,55 | ||||
| 2025-08-06 | 13F | Summit Wealth Group, LLC | 117 453 | 555,06 | 3 | |||||
| 2025-08-12 | 13F | Cravens & Co Advisors, LLC | 132 210 | 13,21 | 3 891 | 18,34 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 40 222 | −45,10 | 1 184 | −42,63 | ||||
| 2025-08-12 | 13F | Quadcap Wealth Management, LLC | 48 573 | 36,46 | 1 430 | 42,61 | ||||
| 2025-07-11 | 13F | Pioneer Wealth Management Group | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Heirloom Wealth Management | 37 776 | 7,33 | 1 112 | 12,22 | ||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 910 662 | 1,87 | 26 801 | 6,50 | ||||
| 2025-07-24 | 13F | Vantage Point Financial LLC | 164 830 | 7,58 | 4 851 | 12,45 | ||||
| 2025-08-14 | 13F | Clarity Capital Advisors, LLC | 7 728 | 0,45 | 227 | 5,09 | ||||
| 2025-08-13 | 13F | Argyle Capital Partners, LLC | 8 987 | 0,58 | 264 | 5,18 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 797 | −3,16 | 23 | −8,00 | ||||
| 2025-07-29 | 13F | Arista Wealth Management, LLC | 1 852 406 | 3,87 | 54 516 | 8,59 | ||||
| 2025-08-13 | 13F | Providence Capital Advisors, LLC | 895 | 26 | ||||||
| 2025-07-09 | 13F | Fiduciary Alliance LLC | 31 188 | 918 | ||||||
| 2025-07-31 | 13F | Curio Wealth, Llc | 37 584 | 110 441,18 | 1 106 | −1,16 | ||||
| 2025-07-16 | 13F | BOS Asset Management, LLC | 287 665 | 4,71 | 8 466 | 9,47 | ||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 239 932 | 13,79 | 7 061 | 18,97 | ||||
| 2025-07-15 | 13F | Hippocratic Financial Advisors, LLC | 174 276 | 0,22 | 5 129 | 4,76 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 170 828 | 7,34 | 5 027 | 12,21 | ||||
| 2025-07-10 | 13F | Pacific Asset Management, LLC | 36 534 | 2,47 | 1 075 | 7,18 | ||||
| 2025-08-05 | 13F | HFG Advisors, Inc. | 43 894 | 10,89 | 1 292 | 15,89 | ||||
| 2025-08-12 | 13F | Martin Worley Group | 96 789 | 15,84 | 2 848 | 21,09 | ||||
| 2025-08-14 | 13F | Monograph Wealth Advisors, Llc | 48 134 | −7,50 | 1 417 | −3,28 | ||||
| 2025-07-17 | 13F | Lazari Capital Management, Inc. | 21 198 | −3,18 | 624 | 1,14 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 186 325 | −4,22 | 5 484 | 0,13 | ||||
| 2025-08-14 | 13F | UBS Group AG | 53 623 | −0,06 | 1 578 | 4,50 | ||||
| 2025-07-25 | 13F | Hassell Wealth Management, LLC | 729 857 | 6,51 | 22 750 | 29,89 | ||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 77 352 | 4,65 | 2 276 | 9,42 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 23 779 | 96,91 | 700 | 106,19 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 18 114 | 14,81 | 533 | 26,90 | ||||
| 2025-07-17 | 13F | Mattern Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-07-07 | 13F | Versant Capital Management, Inc | 138 | 0,00 | 4 | 33,33 | ||||
| 2025-07-09 | 13F | Emprise Bank | 64 648 | 1 903 | ||||||
| 2025-07-31 | 13F | Schoolcraft Capital LLC | 133 275 | −15,14 | 3 922 | −11,29 | ||||
| 2025-07-18 | 13F | Bridge Generations Wealth Management Llc | 1 110 | 0,00 | 33 | 3,23 | ||||
| 2025-08-12 | 13F | JMG Financial Group, Ltd. | 5 430 032 | −6,65 | 159 806 | −2,41 | ||||
| 2025-04-09 | 13F | Archer Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Diversified Portfolios, Inc. | 533 065 | 20,08 | 15 688 | 25,54 | ||||
| 2025-07-09 | 13F | Fermata Advisors, LLC | 136 797 | 0,82 | 4 026 | 5,39 | ||||
| 2025-07-24 | 13F | Riverchase Wealth Management, Llc | 28 142 | 44,13 | 828 | 50,82 | ||||
| 2025-07-31 | 13F | Warburton Capital Management, LLC | 14 549 | 0 | ||||||
| 2025-07-16 | 13F | Moisand Fitzgerald Tamayo, LLC | 63 935 | 10,43 | 1 882 | 15,47 | ||||
| 2025-08-06 | 13F | Valued Wealth Advisors LLC | 23 254 | 10,23 | 684 | 15,35 | ||||
| 2025-07-17 | 13F | Dopkins Wealth Management, Llc | 56 254 | −38,74 | 1 656 | −35,95 | ||||
| 2025-05-15 | 13F | Icon Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Cypress Point Wealth Management, LLC | 14 153 | −32,21 | 417 | −29,13 | ||||
| 2025-07-14 | 13F | Argent Capital Management Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Ariadne Wealth Management, LP | 27 742 | −7,07 | 875 | 5,30 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 14 962 | 440 |
