Grundläggande statistik
| Institutionella ägare | 237 total, 237 long only, 0 short only, 0 long/short - change of 5,33% MRQ |
| Genomsnittlig portföljallokering | 0.1984 % - change of 1,58% MRQ |
| Institutionella aktier (lång) | 6 481 055 (ex 13D/G) - change of 0,44MM shares 7,20% MRQ |
| Institutionellt värde (lång) | $ 524 026 USD ($1000) |
Institutionellt ägande och aktieägare
WisdomTree Trust - WisdomTree U.S. High Dividend Fund (US:DHS) har 237 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 6,481,055 aktier. Största aktieägare inkluderar Cwm, Llc, Wells Fargo & Company/mn, LPL Financial LLC, Bank Of America Corp /de/, Cetera Investment Advisers, Linscomb & Williams, Inc., Morgan Stanley, Colony Group, LLC, Invenio Wealth Partners Llc, and Mb, Levis & Associates, Llc .
WisdomTree Trust - WisdomTree U.S. High Dividend Fund (ARCA:DHS) 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 9, 2025 is 100,29 / share. Previously, on September 10, 2024, the share price was 91,20 / share. This represents an increase of 9,97% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Wick Capital Partners, LLC | 4 473 | 66,22 | 258 | −3,01 | ||||
| 2025-07-23 | 13F | REAP Financial Group, LLC | 68 | 0,00 | 7 | 0,00 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 312 | 26,32 | 30 | 20,83 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4 901 | −0,95 | 470 | −4,08 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 424 | 2,91 | 41 | 5,26 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 844 212 | −1,18 | 81 | −3,57 | ||||
| 2025-08-12 | 13F | Skopos Labs, Inc. | 1 | 0,00 | 0 | |||||
| 2025-08-13 | 13F | Capital Advisors Wealth Management, LLC | 3 697 | 3,76 | 355 | 0,28 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 3 621 | −10,28 | 348 | −7,71 | ||||
| 2025-08-29 | NP | EPS - WisdomTree U.S. LargeCap Fund N/A | 2 570 | −74,79 | 247 | −75,67 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 707 | 68 | ||||||
| 2025-07-29 | 13F | Monument Group Wealth Advisors, LLC | 4 119 | 0,00 | 395 | −3,19 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 3 217 | −2,13 | 309 | −5,23 | ||||
| 2025-04-30 | 13F | Allworth Financial LP | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | Fort Point Capital Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 100 221 | 20,72 | 9 621 | 16,85 | ||||
| 2025-08-04 | 13F | Linscomb & Williams, Inc. | 345 217 | −1,96 | 33 134 | −5,10 | ||||
| 2025-04-16 | 13F | Ferguson Wellman Capital Management, Inc | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 11 284 | 5,70 | 1 083 | 2,36 | ||||
| 2025-08-07 | 13F | Commerce Bank | 24 800 | −2,53 | 2 380 | −5,67 | ||||
| 2025-04-15 | 13F | Transform Wealth, LLC | 2 951 | 0,00 | 293 | 6,18 | ||||
| 2025-08-11 | 13F | CBIZ Investment Advisory Services, LLC | 167 | 0,00 | 16 | 0,00 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 3 194 | 0,38 | 307 | −2,55 | ||||
| 2025-07-22 | 13F | VAUGHAN & Co SECURITIES, INC. | 3 243 | 0,00 | 311 | −3,12 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 11 153 | −1,52 | 1 070 | −4,72 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 2 442 | 1,03 | 234 | −2,09 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 5 | 400,00 | 0 | |||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 3 009 | 361,50 | 289 | 350,00 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 375 540 | 0,60 | 36 044 | −2,63 | ||||
| 2025-08-27 | 13F | Barnes Wealth Management Group, Inc | 15 829 | 7,35 | 1 519 | 3,90 | ||||
| 2025-08-01 | 13F | First Command Advisory Services, Inc. | 698 | 0,00 | 67 | −4,35 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 4 501 | 0,00 | 432 | −2,92 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 282 | 0,00 | 27 | 0,00 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 4 214 | 0,00 | 404 | −3,12 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 267 | −34,88 | 26 | −37,50 | ||||
| 2025-07-24 | 13F | Edge Financial Advisors LLC | 3 089 | 1,01 | 296 | −2,31 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 18 981 | −8,30 | 1 822 | −11,26 | ||||
| 2025-08-08 | 13F | Creative Planning | 20 144 | 0,05 | 1 933 | −3,16 | ||||
| 2025-08-14 | 13F | Avant Capital LLC | 2 450 | −3,16 | 235 | −6,00 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 26 | 0,00 | 2 | 0,00 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 3 200 | 0,00 | 307 | −3,15 | ||||
| 2025-07-17 | 13F | Tempus Wealth Planning, LLC | 3 906 | 0,00 | 375 | −3,36 | ||||
| 2025-07-08 | 13F | Melone Private Wealth, LLC | 10 581 | 0,19 | 1 013 | −3,34 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 539 | 157,89 | 52 | 155,00 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 33 224 | 83,43 | 3 189 | 77,56 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 500 | 0,00 | 48 | −4,08 | ||||
| 2025-08-14 | 13F | Parvin Asset Management, LLC | 938 | 0,00 | 90 | −3,23 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 5 014 | 58,47 | 481 | 53,67 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 2 275 | −2,15 | 218 | −5,22 | ||||
| 2025-07-17 | 13F | Independence Bank of Kentucky | 1 000 | 0,00 | 96 | −4,04 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 136 | 0,00 | 13 | 0,00 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 22 145 | 9,52 | 2 125 | 5,99 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 423 | 0,95 | 41 | −2,44 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 4 957 | 0,00 | 476 | −3,26 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 2 505 | 0,00 | 240 | −3,23 | ||||
| 2025-05-15 | 13F | Newbridge Financial Services Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 11 909 | −1,22 | 1 143 | −4,35 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 31 455 | −34,16 | 3 | −25,00 | ||||
| 2025-08-12 | 13F | 17 Capital Partners, Llc | 2 209 | 212 | ||||||
| 2025-08-14 | 13F | Win Advisors, Inc | 0 | −100,00 | 0 | |||||
| 2025-05-07 | 13F | Foundations Investment Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 63 591 | 62,80 | 6 103 | 57,58 | ||||
| 2025-08-13 | 13F | Avestar Capital, LLC | 4 439 | 0,00 | 426 | −3,18 | ||||
| 2025-08-14 | 13F | Cardiff Park Advisors, Llc | 2 325 | 0,48 | 223 | −2,62 | ||||
| 2025-07-18 | 13F | TruNorth Capital Management, LLC | 800 | 0,00 | 77 | −3,80 | ||||
| 2025-07-23 | 13F | Citizens National Bank Trust Department | 939 | 0,00 | 90 | −3,23 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 6 543 | 59 381,82 | 628 | 62 600,00 | ||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 23 459 | −2,17 | 2 252 | −5,30 | ||||
| 2025-08-13 | 13F | M&t Bank Corp | 3 359 | 0,00 | 322 | −3,30 | ||||
| 2025-08-06 | 13F | Maltin Wealth Management, Inc. | 4 293 | 1,01 | 412 | −2,14 | ||||
| 2025-04-16 | 13F | Goldstone Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Precedent Wealth Partners, Llc | 60 052 | −3,54 | 5 764 | −6,64 | ||||
| 2025-08-14 | 13F | Keebeck Wealth Management, LLC | 12 042 | 0,00 | 1 156 | −3,27 | ||||
| 2025-07-29 | 13F | Uhlmann Price Securities, Llc | 4 674 | −60,75 | 449 | −62,03 | ||||
| 2025-08-12 | 13F | Waterloo Capital, L.P. | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Atria Investments Llc | 4 247 | −1,14 | 408 | −4,24 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 405 319 | 9,57 | 38 902 | 6,05 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 1 200 | 0,00 | 115 | −2,54 | ||||
| 2025-08-07 | 13F | BOK Financial Private Wealth, Inc. | 1 182 | 10,78 | 113 | 7,62 | ||||
| 2025-08-14 | 13F | Fmr Llc | 6 148 | 22,45 | 590 | 18,71 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 2 396 | 230 | ||||||
| 2025-08-14 | 13F | West Coast Financial LLC | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 14 828 | 25,33 | 1 423 | 21,31 | ||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 17 257 | −0,24 | 1 656 | −3,44 | ||||
| 2025-04-14 | 13F | City Center Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Invenio Wealth Partners Llc | 206 980 | 2,69 | 19 866 | −0,61 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 33 896 | 465,78 | 3 243 | 453,41 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-21 | 13F | Crews Bank & Trust | 469 | 0,00 | 45 | −2,17 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 44 307 | −23,33 | 4 253 | −25,79 | ||||
| 2025-08-04 | 13F | Virtus Family Office LLC | 8 784 | −40,60 | 843 | −42,50 | ||||
| 2025-08-12 | 13F | J. L. Bainbridge & Co., Inc. | 2 306 | 0,00 | 221 | −3,07 | ||||
| 2025-07-23 | 13F | 1 North Wealth Services Llc | 95 355 | 9 152 | ||||||
| 2025-07-15 | 13F | Revisor Wealth Management LLC | 2 495 | 0,00 | 246 | −0,40 | ||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 1 096 | 21,10 | 105 | 17,98 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 4 016 | 385 | ||||||
| 2025-04-14 | 13F | Wedmont Private Capital | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Community Bank, N.A. | 14 340 | −0,87 | 1 376 | −4,04 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 665 | −36,97 | 64 | −39,42 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 2 505 | 0,00 | 240 | −3,23 | ||||
| 2025-04-24 | 13F | Bordeaux Wealth Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Schnieders Capital Management Llc | 3 340 | 0,00 | 321 | −3,32 | ||||
| 2025-04-10 | 13F | Iams Wealth Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 28 970 | 64,88 | 2 781 | 69,51 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 423 221 | −3,30 | 40 621 | −6,40 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 302 065 | −1,14 | 28 992 | −4,31 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 1 085 | 4,93 | 104 | 1,96 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 216 121 | 66,02 | 20 743 | 60,70 | ||||
| 2025-08-29 | 13F | Total Investment Management Inc | 129 | 12 | ||||||
| 2025-07-24 | 13F | MSH Capital Advisors LLC | 4 383 | 31,70 | 421 | 27,27 | ||||
| 2025-07-17 | 13F | Hanson & Doremus Investment Management | 135 | 0 | ||||||
| 2025-04-17 | 13F | Sound Income Strategies, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Botty Investors LLC | 21 825 | −5,83 | 2 095 | −8,88 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 600 | 58 | ||||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Comerica Bank | 7 636 | −55,20 | 733 | −56,69 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 309 | 0,00 | 30 | −3,33 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 3 908 | −1,59 | 0 | |||||
| 2025-08-06 | 13F | Savant Capital, LLC | 5 885 | 0,00 | 565 | −3,26 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 3 736 | −6,37 | 359 | −9,37 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 470 | 0,00 | 45 | −2,17 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 4 701 | 9,30 | 451 | 5,87 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 2 115 | −12,17 | 203 | −15,13 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 408 | 39 | ||||||
| 2025-08-14 | 13F | BancorpSouth Bank | 14 748 | −0,17 | 1 416 | −3,35 | ||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 600 | 0,00 | 59 | 5,36 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 2 287 | 220 | ||||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 4 845 | 0,00 | 465 | −3,12 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 2 087 | 200 | ||||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 309 | −28,47 | 30 | −30,95 | ||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 79 833 | −1,42 | 7 662 | −4,58 | ||||
| 2025-07-17 | 13F | KWB Wealth | 2 583 | −0,65 | 256 | 5,79 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 1 783 | 0,11 | 171 | −2,84 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 1 312 | 126 | ||||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 514 | 0,00 | 50 | 0,00 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 11 679 | −1,60 | 1 121 | −4,76 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 4 293 | −12,26 | 412 | −15,05 | ||||
| 2025-07-31 | 13F | Pacitti Group Inc. | 2 816 | 0,57 | 270 | −2,53 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 3 623 | 0,56 | 348 | −2,80 | ||||
| 2025-08-12 | 13F | Passive Capital Management, LLC. | 5 762 | 0,00 | 561 | −1,93 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 49 409 | 0,54 | 4 742 | −2,67 | ||||
| 2025-08-14 | 13F | UBS Group AG | 81 615 | 21,41 | 7 833 | 17,52 | ||||
| 2025-07-29 | 13F | ShoreHaven Wealth Partners, LLC | 6 684 | −61,49 | 642 | −62,75 | ||||
| 2025-07-15 | 13F | Axis Wealth Partners, LLC | 13 808 | −5,25 | 1 233 | −6,73 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 10 326 | −17,57 | 1 014 | −18,44 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 7 619 | 53,11 | 731 | 48,28 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 20 495 | −28,96 | 2 | −50,00 | ||||
| 2025-08-11 | 13F | One Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 12 465 | 7,68 | 1 196 | 4,27 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 2 514 | 0,00 | 241 | −3,21 | ||||
| 2025-07-29 | 13F | AssuredPartners Investment Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Caldwell Securities, Inc | 2 456 | 18,88 | 236 | 15,20 | ||||
| 2025-07-18 | 13F | Cooper Financial Group | 3 082 | −17,08 | 296 | −19,84 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 100 | 0,00 | 10 | 0,00 | ||||
| 2025-07-14 | 13F | Friday Financial | 2 754 | 0,00 | 264 | −2,22 | ||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 8 301 | 0,08 | 1 | |||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 24 011 | 27,41 | 2 305 | 23,34 | ||||
| 2025-07-22 | 13F | Comprehensive Financial Consultants Institutional, Inc. | 2 993 | 287 | ||||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 216 | 0,00 | 21 | −4,76 | ||||
| 2025-07-22 | 13F | Gemmer Asset Management LLC | 2 201 | −23,42 | 211 | −25,70 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 5 290 | −9,77 | 1 | |||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 3 844 | 369 | ||||||
| 2025-04-03 | 13F | Central Pacific Bank - Trust Division | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 78 918 | 7,19 | 7 575 | 3,75 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 13 545 | 0,00 | 1 300 | −3,20 | ||||
| 2025-08-12 | 13F | Clearwater Capital Advisors, LLC | 6 084 | −4,88 | 584 | −8,04 | ||||
| 2025-05-01 | 13F | LRI Investments, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-17 | 13F | Halbert Hargrove Global Advisors, Llc | 1 102 | 9,33 | 106 | 6,06 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 986 | 0,00 | 95 | −3,09 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 11 102 | 3,69 | 1 066 | 0,38 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 3 | 0,00 | 0 | |||||
| 2025-08-12 | 13F | NFP Retirement, Inc. | 47 525 | 1,17 | 4 561 | −2,08 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 52 300 | 5,74 | 5 020 | 2,34 | ||||
| 2025-08-05 | 13F | Financial Sense Advisors, Inc. | 2 222 | −1,51 | 213 | −4,48 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 12 | 0,00 | 1 | 0,00 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 15 726 | 297,42 | 1 509 | 284,95 | ||||
| 2025-07-10 | 13F | Western Pacific Wealth Management, LP | 972 | −28,37 | 93 | −30,60 | ||||
| 2025-07-15 | 13F | Oxinas Partners Wealth Management LLC | 8 465 | −1,17 | 812 | −4,36 | ||||
| 2025-07-29 | 13F | TFC Financial Management | 4 780 | 3,24 | 459 | −0,22 | ||||
| 2025-07-14 | 13F | Opal Wealth Advisors, LLC | 456 | 0,00 | 44 | −4,44 | ||||
| 2025-04-03 | 13F | First Hawaiian Bank | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 42 636 | 18,51 | 4 092 | 14,72 | ||||
| 2025-07-28 | 13F | Frazier Financial Advisors, LLC | 472 | 1,07 | 45 | −2,17 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 5 151 | 55,15 | 494 | 50,15 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 120 395 | 607,04 | 11 556 | 584,54 | ||||
| 2025-05-05 | 13F | Lindbrook Capital, Llc | 2 205 | 0,00 | 219 | 6,34 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 1 159 | 0,00 | 111 | −2,63 | ||||
| 2025-07-09 | 13F | GSG Advisors LLC | 5 118 | 0,59 | 491 | 5,82 | ||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 10 076 | 3,90 | 967 | 0,62 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 215 | 21 | ||||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 18 846 | −43,57 | 1 869 | −40,07 | ||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 287 | 0,00 | 28 | −3,57 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 2 211 | 212 | ||||||
| 2025-07-25 | 13F | Tranquility Partners, LLC | 5 872 | 0,00 | 564 | −3,26 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 5 878 | 0,24 | 564 | −2,93 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 6 258 | 26,96 | 601 | 23,97 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 4 792 | −7,74 | 460 | −10,87 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 30 143 | 0,00 | 3 | 0,00 | ||||
| 2025-08-13 | 13F | JT Stratford LLC | 23 009 | 14,07 | 2 208 | 10,40 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 834 | 0,36 | 80 | −2,44 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 4 111 | 6,25 | 395 | 2,87 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 131 632 | 57,00 | 12 383 | 48,96 | ||||
| 2025-07-22 | 13F | Old National Bancorp /in/ | 2 886 | 0,00 | 277 | −3,50 | ||||
| 2025-07-29 | 13F | Interactive Financial Advisors | 5 904 | −0,72 | 567 | −3,90 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 9 956 | 37,31 | 956 | 32,82 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 246 | 0,82 | 24 | −4,17 | ||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 125 | 0,00 | 12 | −8,33 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 120 | 0,00 | 12 | 0,00 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 3 239 | 311 | ||||||
| 2025-05-01 | 13F | Fulcrum Equity Management | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 416 | 0,00 | 40 | −4,88 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 23 972 | 4,75 | 2 301 | 1,37 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 3 261 | −20,98 | 313 | −23,47 | ||||
| 2025-08-07 | 13F | Tilson Financial Group, Inc. | 3 494 | 0,90 | 0 | |||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 2 494 | −7,36 | 239 | −10,15 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 1 210 | −10,37 | 116 | −12,78 | ||||
| 2025-05-02 | 13F | Dakota Wealth Management | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 103 549 | 25,85 | 9 939 | 21,80 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 200 | 19 | ||||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 15 872 | 61,25 | 1 523 | 56,05 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 37 343 | 6,47 | 4 | 0,00 | ||||
| 2025-07-10 | 13F | Tompkins Financial Corp | 395 | 0,00 | 38 | −5,13 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 15 823 | −1,25 | 1 519 | −4,41 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 98 | 0,00 | 9 | 0,00 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | PBMares Wealth Management LLC | 34 902 | 1,48 | 3 350 | −1,79 | ||||
| 2025-07-22 | 13F | Relyea Zuckerberg Hanson LLC | 5 262 | 0,00 | 505 | −3,07 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 7 527 | 5,97 | 722 | 2,56 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 1 027 | 1,88 | 99 | −1,01 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 502 731 | −1,22 | 48 252 | −4,38 | ||||
| 2025-07-22 | 13F | Ffg Retirement Advisors Llc | 36 690 | 1,44 | 3 522 | −1,81 | ||||
| 2025-07-17 | 13F | Saxon Interests, Inc. | 10 922 | 0,00 | 1 083 | 0,00 | ||||
| 2025-04-18 | 13F | Optivise Advisory Services LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 4 805 | 461 | ||||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 7 997 | 0,48 | 768 | −2,79 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 49 | 5 | ||||||
| 2025-08-13 | 13F | Cerity Partners LLC | 3 000 | 288 | ||||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 2 238 | 0,00 | 215 | −3,17 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 95 099 | 1,00 | 9 128 | −2,24 | ||||
| 2025-08-14 | 13F | Fiduciary Trust Co | 4 195 | 0,00 | 403 | −3,13 | ||||
| 2025-07-23 | 13F | Mullooly Asset Management, Inc. | 3 228 | 0,97 | 310 | −2,22 | ||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 446 | −10,80 | 43 | −14,29 | ||||
| 2025-07-08 | 13F | Webster Bank, N. A. | 2 510 | 0,00 | 241 | −3,23 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 10 272 | −0,15 | 986 | −3,43 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 387 | 0,52 | 37 | −2,63 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 2 400 | −55,36 | 230 | −56,85 | ||||
| 2025-08-29 | NP | DEW - WisdomTree Global High Dividend Fund N/A | 701 | −11,49 | 67 | −14,10 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 7 583 | −6,19 | 728 | −9,24 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 2 192 | −2,53 | 214 | 4,39 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 8 947 | −2,41 | 865 | −4,84 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 34 | −51,43 | 3 | −50,00 | ||||
| 2025-08-27 | 13F | Stonebridge Wealth Management, LLC | 98 470 | 9 451 | ||||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 374 | 1,08 | 36 | −2,78 | ||||
| 2025-05-09 | 13F | Pathway Financial Advisers, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Nelson Capital Management, LLC | 4 945 | 0,00 | 475 | −3,27 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Vivaldi Capital Management, LLC | 2 664 | −6,53 | 256 | −9,57 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 3 273 | −70,22 | 314 | −71,17 | ||||
| 2025-07-11 | 13F | Elk River Wealth Management, LLC | 5 782 | −0,62 | 555 | −3,82 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | −100,00 | 0 | |||||
| 2025-07-02 | 13F | Lvm Capital Management Ltd/mi | 33 667 | −15,27 | 3 | 0,00 | ||||
| 2025-07-29 | 13F | Mb, Levis & Associates, Llc | 159 831 | 0,27 | 15 341 | −2,94 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 5 624 | 0,00 | 540 | −3,23 | ||||
| 2025-04-01 | 13F/A | Talon Private Wealth, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 34 509 | −0,84 | 3 408 | 5,91 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 31 120 | 603,75 | 2 987 | 581,74 |
Other Listings
| MX:DHS |
