Grundläggande statistik
| Institutionella ägare | 228 total, 228 long only, 0 short only, 0 long/short - change of 5,07% MRQ |
| Genomsnittlig portföljallokering | 0.1929 % - change of −3,47% MRQ |
| Institutionella aktier (lång) | 7 837 922 (ex 13D/G) - change of −0,33MM shares −4,07% MRQ |
| Institutionellt värde (lång) | $ 546 340 USD ($1000) |
Institutionellt ägande och aktieägare
iShares Trust - iShares ESG Advanced MSCI EAFE ETF (US:DMXF) har 228 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 7,837,922 aktier. Största aktieägare inkluderar Envestnet Asset Management Inc, BlackRock, Inc., IMA Wealth, Inc., LPL Financial LLC, Envestnet Portfolio Solutions, Inc., Sei Investments Co, SigFig Wealth Management, LLC, Jpmorgan Chase & Co, Allworth Financial LP, and Adviser Investments LLC .
iShares Trust - iShares ESG Advanced MSCI EAFE ETF (NasdaqGM:DMXF) 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 19, 2025 is 75,45 / share. Previously, on September 23, 2024, the share price was 71,43 / share. This represents an increase of 5,63% 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
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Institutionell sälj/köp-kvot
Förutom att rapportera vanliga eget kapital- och skuldemissioner måste institutioner med mer än 100MM tillgångar under förvaltning också avslöja sina innehav av sälj- och köpoptioner. Eftersom säljoptioner i allmänhet indikerar ett negativt sentiment och köpoptioner indikerar ett positivt sentiment, kan vi få en uppfattning om det övergripande institutionella sentimentet genom att plotta förhållandet mellan säljoptioner och köpoptioner. Diagrammet till höger visar det historiska förhållandet mellan sälj- och köpoptioner för detta instrument.
Genom att använda sälj/köp-kvoten som en indikator på aktieägarnas sentiment undviker man en av de största bristerna med att använda det totala institutionella ägandet, nämligen att en betydande del av de förvaltade tillgångarna investeras passivt för att följa index. Passivt förvaltade fonder köper vanligtvis inte optioner, så indikatorn för sälj/köp-kvoten ger en bättre bild av stämningen i aktivt förvaltade fonder.
13D/G-Arkiveringar
Vi presenterar 13D/G-arkiveringar separat från 13F-arkiveringar på grund av att de behandlas olika av SEC. 13D/G-arkiveringar kan lämnas in av grupper av investerare (med en ledare), medan 13F-arkiveringar inte kan det. Detta leder till situationer där en investerare kan lämna in en 13D/G-ansökan med ett värde för de totala aktierna (vilket motsvarar alla aktier som ägs av investerargruppen), men sedan lämna in en 13F-ansökan med ett annat värde för de totala aktierna (vilket motsvarar enbart deras eget ägande). Detta innebär att aktieägandet i 13D/G-arkiveringar och 13F-arkiveringar ofta inte är direkt jämförbara, så vi presenterar dem separat.
Notera: Från och med den 16 maj 2021 visar vi inte längre ägare som inte har lämnat in en 13D/G under det senaste året. Tidigare visade vi hela historiken för 13D/G-arkiveringar. I allmänhet måste enheter som är skyldiga att lämna in 13D/G-arkiveringar lämna in minst en gång per år innan de lämnar in en stängningsarkivering. Fonder avslutar dock ibland positioner utan att lämna in en avslutande arkivering (dvs. de avvecklar), så att visa hela historiken resulterade ibland i förvirring om det nuvarande ägandet. För att förhindra förvirring visar vi nu endast "nuvarande" ägare - det vill säga ägare som har lämnat in en ansökan under det senaste året.
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| Fil Datum | Formulär | Investerare | Föregående aktier |
Senaste aktier |
Δ Aktier (Procent) |
Ägande (Procent) |
Δ Ägande (Procent) |
|
|---|---|---|---|---|---|---|---|---|
| 2025-04-22 | BlackRock, Inc. | 884,491 | 0 | -100.00 | 0.00 | -100.00 | ||
| 2025-04-15 | BlackRock Portfolio Management LLC | 909,043 | 8.20 |
13F- och NPORT-arkiveringar
Detaljer om 13F-arkiveringar är gratis. Detaljer om NP-arkiveringar kräver ett premiummedlemskap. Gröna rader indikerar nya positioner. Röda rader indikerar stängda positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
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| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-06 | 13F | Hoxton Planning & Management, LLC | 2 986 | −17,58 | 222 | −8,64 | ||||
| 2025-08-11 | 13F | Wealthgarden F.s. Llc | 4 703 | −6,09 | 338 | 0,00 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 85 287 | −2,09 | 6 | 20,00 | ||||
| 2025-07-21 | 13F | Ascent Group, LLC | 8 286 | 617 | ||||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 20 585 | −6,64 | 1 532 | 3,23 | ||||
| 2025-08-01 | 13F | Biltmore Family Office, LLC | 2 500 | 0,00 | 186 | 10,71 | ||||
| 2025-07-23 | 13F | Venturi Wealth Management, LLC | 3 112 | −6,63 | 232 | 3,13 | ||||
| 2025-08-08 | 13F | Fiera Capital Corp | 43 505 | 9,85 | 3 239 | 21,41 | ||||
| 2025-07-24 | 13F | Morton Brown Family Wealth, LLC | 60 | 0,00 | 4 | 0,00 | ||||
| 2025-08-12 | 13F | Putnam Fl Investment Management Co | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Parkworth Wealth Management, Inc. | 7 033 | 1,01 | 524 | 11,75 | ||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 10 785 | −7,31 | 803 | 2,43 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 300 907 | −10,82 | 22 400 | −1,42 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 75 109 | −34,53 | 5 591 | −27,62 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 3 849 | 0,00 | 287 | 10,42 | ||||
| 2025-07-23 | 13F | Optas, LLC | 8 097 | 1,01 | 603 | 11,69 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 191 792 | 1,09 | 14 277 | 9,37 | ||||
| 2025-07-16 | 13F | Magnus Financial Group LLC | 10 896 | 1,68 | 811 | 12,48 | ||||
| 2025-07-16 | 13F | Plancorp, LLC | 18 163 | 0,00 | 1 352 | 10,55 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 23 848 | 29,90 | 1 775 | 43,61 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | SigFig Wealth Management, LLC | 231 283 | −0,19 | 17 233 | 9,95 | ||||
| 2025-07-11 | 13F | Westfuller Advisors, LLC | 31 330 | 1,57 | 2 332 | 12,28 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 194 | −3,96 | 14 | 7,69 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 1 224 | −9,33 | 91 | 4,60 | ||||
| 2025-07-15 | 13F | Bfsg, Llc | 88 | 7 | ||||||
| 2025-04-18 | 13F | Tennessee Valley Asset Management Partners | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | MBE Wealth Management, LLC | 4 589 | −8,31 | 342 | 1,19 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 30 156 | −6,21 | 2 245 | 3,65 | ||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 6 358 | −6,39 | 473 | 3,50 | ||||
| 2025-08-11 | 13F | Copperleaf Capital, LLC | 3 934 | −1,43 | 293 | 8,96 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 2 108 | 0,19 | 157 | 10,64 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 2 973 | 221 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 30 511 | −2,98 | 2 | 0,00 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 8 622 | 642 | ||||||
| 2025-07-10 | 13F | Stewardship Advisors, LLC | 6 423 | −1,79 | 478 | 8,64 | ||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 3 358 | 0,09 | 250 | 10,67 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 9 797 | −4,60 | 729 | 5,50 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Adviser Investments LLC | 129 176 | 31,44 | 9 616 | 45,31 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 4 761 | 8,40 | 354 | 20,00 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 259 | −38,33 | 17 | −37,04 | ||||
| 2025-04-23 | 13F | JB Capital LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Atlantic Private Wealth, LLC | 41 997 | 0,02 | 3 126 | 10,58 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 254 | 19 | ||||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 12 290 | 6,48 | 915 | 17,63 | ||||
| 2025-08-12 | 13F | JMG Financial Group, Ltd. | 9 348 | 0,00 | 696 | 10,49 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 1 459 122 | −2,07 | 108 617 | 8,26 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 2 814 | 209 | ||||||
| 2025-08-14 | 13F | Ariadne Wealth Management, LP | 6 356 | −5,16 | 477 | −0,42 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 1 181 | −6,42 | 88 | 3,57 | ||||
| 2025-05-08 | 13F | Endeavor Private Wealth, Inc. | 0 | −100,00 | 0 | |||||
| 2025-04-30 | 13F | Stratos Wealth Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-04 | 13F | Human Investing LLC | 3 013 | 224 | ||||||
| 2025-08-14 | 13F | LifePlan Investment Advisors, Inc. | 4 511 | −12,97 | 336 | −4,01 | ||||
| 2025-08-12 | 13F | Zacks Investment Management | 2 763 | 206 | ||||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 678 | −24,16 | 50 | −19,35 | ||||
| 2025-07-22 | 13F | Figure 8 Investment Strategies Llc | 8 809 | 656 | ||||||
| 2025-08-12 | 13F | BlackRock, Inc. | 846 928 | −6,83 | 63 045 | 2,99 | ||||
| 2025-07-17 | 13F | One Wealth Advisors, LLC | 38 013 | −2,53 | 2 830 | 7,73 | ||||
| 2025-08-01 | 13F | Equita Financial Network, Inc. | 37 531 | −9,22 | 2 794 | 0,32 | ||||
| 2025-08-13 | 13F | Haverford Trust Co | 6 054 | 451 | ||||||
| 2025-07-10 | 13F | Mogy Joel R Investment Counsel Inc | 1 265 | 0,00 | 94 | 10,59 | ||||
| 2025-07-25 | 13F | Pathway Financial Advisors LLC | 5 176 | −3,90 | 385 | 6,35 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 3 476 | −12,22 | 259 | −3,01 | ||||
| 2025-07-07 | 13F | Shotwell Rutter Baer Inc | 17 410 | 0,26 | 1 298 | 20,99 | ||||
| 2025-05-21 | 13F/A | Geneos Wealth Management Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-24 | 13F | MA Private Wealth | 8 340 | 0,00 | 621 | 10,52 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 679 | 0,00 | 51 | 11,11 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 67 978 | −2,66 | 5 060 | 7,61 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 9 155 | −7,06 | 681 | 2,71 | ||||
| 2025-08-14 | 13F | Balanced Rock Investment Advisor | 60 866 | −6,73 | 4 531 | 3,10 | ||||
| 2025-07-17 | 13F | XY Planning Network, Inc. | 20 837 | −5,46 | 1 551 | 4,51 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 65 | 5 | ||||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 9 609 | 47,45 | 715 | 63,24 | ||||
| 2025-08-05 | 13F | Gould Asset Management Llc /ca/ | 19 450 | 0,00 | 1 448 | 10,54 | ||||
| 2025-08-11 | 13F | Birchbrook, Inc. | 247 | −4,26 | 18 | 5,88 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 2 638 | 3,74 | 0 | |||||
| 2025-08-11 | 13F | Eq Llc | 3 867 | −33,51 | 288 | −26,60 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 155 | −0,64 | 12 | 10,00 | ||||
| 2025-08-11 | 13F | Theory Financial Llc | 3 671 | 3,29 | 264 | 10,04 | ||||
| 2025-08-13 | 13F | Kilter Group LLC | 138 | 10 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 1 131 | 0,00 | 84 | 10,53 | ||||
| 2025-05-16 | 13F/A | Kestra Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Leonard Rickey Investment Advisors P.L.L.C. | 9 797 | −8,03 | 729 | 3,55 | ||||
| 2025-08-06 | 13F | Raelipskie Partnership | 1 439 | 0,00 | 107 | 11,46 | ||||
| 2025-08-14 | 13F | Lazard Asset Management Llc | 13 209 | 0,00 | 1 | |||||
| 2025-08-12 | 13F | Change Path, LLC | 5 865 | −2,61 | 437 | 7,65 | ||||
| 2025-04-28 | 13F | Fedenia Advisers LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Halbert Hargrove Global Advisors, Llc | 7 205 | −58,76 | 536 | −54,42 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 17 725 | −7,14 | 1 319 | 2,65 | ||||
| 2025-08-14 | 13F | Pine Harbor Wealth Management, LLC | 3 460 | 0,00 | 258 | 10,78 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 10 044 | 676 | ||||||
| 2025-08-08 | 13F | VERITY Wealth Advisors | 13 266 | 0,00 | 988 | 10,53 | ||||
| 2025-08-13 | 13F | Maia Wealth LLC | 5 925 | −0,25 | 441 | 12,50 | ||||
| 2025-08-08 | 13F | IMA Wealth, Inc. | 731 391 | −2,85 | 54 397 | 7,38 | ||||
| 2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 516 | −35,66 | 35 | −33,33 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 402 | −11,06 | 30 | −3,33 | ||||
| 2025-07-18 | 13F | First Pacific Financial | 25 343 | −9,52 | 1 887 | 0,00 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 106 | −31,61 | 8 | −30,00 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 255 | 19 | ||||||
| 2025-08-12 | 13F | Prudential Plc | 12 800 | 0,00 | 953 | 10,57 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 25 110 | −73,46 | 2 | −83,33 | ||||
| 2025-07-17 | 13F | Albion Financial Group /ut | 39 623 | 0,24 | 2 950 | 10,82 | ||||
| 2025-07-14 | 13F | Buttonwood Financial Group, LLC | 3 255 | −0,97 | 240 | 14,29 | ||||
| 2025-08-08 | 13F | Creative Planning | 15 597 | 1,13 | 1 161 | 11,85 | ||||
| 2025-08-14 | 13F | West Coast Financial LLC | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Horst & Graben Wealth Management LLC | 21 038 | −4,09 | 1 566 | 6,03 | ||||
| 2025-08-06 | 13F | Agf Management Ltd | 3 600 | 5,88 | 268 | 17,11 | ||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 635 | 35,11 | 47 | 51,61 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 3 635 | 0,00 | 271 | 10,66 | ||||
| 2025-08-11 | 13F | Retirement Capital Strategies | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 9 171 | −1,96 | 683 | 8,77 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Warner Financial, Inc | 13 116 | 23,85 | 1 | |||||
| 2025-08-06 | 13F | Decker Retirement Planning Inc. | 29 914 | 38 251,28 | 2 227 | 44 420,00 | ||||
| 2025-08-12 | 13F | WealthTrak Capital Management LLC | 244 | −2,01 | 18 | 12,50 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 3 301 | −3,17 | 246 | 6,99 | ||||
| 2025-08-14 | 13F | Fmr Llc | 48 892 | −4,98 | 3 640 | 5,05 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 7 875 | 1,23 | 586 | 12,05 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 9 075 | −1,62 | 676 | 8,70 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 21 058 | 1,09 | 1 568 | 11,77 | ||||
| 2025-07-23 | 13F | Values Added Financial LLC | 75 880 | 22,66 | 5 649 | 35,61 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 17 515 | 14,05 | 1 304 | 26,02 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 35 077 | 23,71 | 3 | 100,00 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 1 175 | 4,82 | 87 | 16,00 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 28 938 | 0,57 | 2 154 | 11,38 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 3 045 | 1 363,94 | 227 | 1 514,29 | ||||
| 2025-08-14 | 13F | Clarity Asset Management, Inc. | 515 | 38 | ||||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 2 757 | −90,05 | 205 | −89,01 | ||||
| 2025-04-23 | 13F | Johnson Bixby & Associates, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Wolff Wiese Magana Llc | 29 | 2 | ||||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 2 441 | 61,34 | 182 | 79,21 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 120 821 | 12,81 | 8 994 | 24,69 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 43 715 | 0,00 | 3 242 | 10,58 | ||||
| 2025-07-10 | 13F | Sharkey, Howes & Javer | 18 309 | 2,12 | 1 363 | 12,84 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 33 363 | 1,57 | 2 484 | 12,30 | ||||
| 2025-08-14 | 13F | Sei Investments Co | 282 102 | 10,97 | 21 000 | 22,67 | ||||
| 2025-08-15 | 13F | Urban Financial Advisory Corp | 10 263 | 764 | ||||||
| 2025-07-25 | 13F | Cwm, Llc | 37 274 | 775,59 | 3 | |||||
| 2025-08-12 | 13F | LPL Financial LLC | 344 415 | 11,59 | 25 638 | 23,35 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 9 063 | 0,00 | 675 | 10,49 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 29 143 | 2,61 | 2 | 100,00 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 4 000 | −3,08 | 298 | 7,22 | ||||
| 2025-08-13 | 13F | Arjuna Capital | 8 740 | 651 | ||||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 14 382 | 1 071 | ||||||
| 2025-08-11 | 13F | Sofi Wealth, Llc | 15 771 | 62,34 | 1 174 | 79,36 | ||||
| 2025-07-02 | 13F | Central Pacific Bank - Trust Division | 5 239 | 55,28 | 390 | 71,37 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 108 353 | −39,68 | 8 | −33,33 | ||||
| 2025-04-21 | 13F | ORG Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-05-13 | 13F | Heck Capital Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-05-09 | 13F | Wade Financial Advisory, Inc | 20 865 | 2,15 | 1 405 | 6,52 | ||||
| 2025-07-29 | 13F | Financial Advisors, LLC | 13 395 | 163,63 | 997 | 191,52 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 6 251 | 0,55 | 465 | 11,24 | ||||
| 2025-04-29 | 13F | U.S. Capital Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 7 832 | −6,27 | 583 | 3,74 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 8 618 | −6,17 | 642 | 3,72 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 2 828 | 211 | ||||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 30 | 20,00 | 2 | 100,00 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 20 363 | −1,19 | 1 516 | 9,23 | ||||
| 2025-07-09 | 13F | Parkside Advisors LLC | 24 703 | 0,00 | 1 839 | 10,52 | ||||
| 2025-05-14 | 13F | Monterey Private Wealth, Inc. | 5 404 | 0,00 | 364 | 4,01 | ||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 6 841 | 2,93 | 509 | 13,87 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 905 | 67 | ||||||
| 2025-04-21 | 13F | PSI Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-13 | 13F | Elios Financial Group Inc. | 11 537 | −13,60 | 859 | −4,56 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 2 924 | 220 | ||||||
| 2025-07-11 | 13F | Diversified Trust Co | 10 886 | 0,00 | 810 | 10,50 | ||||
| 2025-07-25 | 13F | Keener Financial Planning LLC | 2 416 | 0,00 | 0 | |||||
| 2025-08-13 | 13F | Milestone Investment Advisors LLC | 2 351 | 0,00 | 175 | 10,13 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-08 | 13F | Wealth Alliance | 9 503 | −0,82 | 707 | 9,61 | ||||
| 2025-07-24 | 13F | Financial Connections Group, Inc. | 75 545 | −0,95 | 6 | 0,00 | ||||
| 2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 43 623 | 2,30 | 3 247 | 13,10 | ||||
| 2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Bailard, Inc. | 70 823 | 5 272 | ||||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 35 | 0,00 | 3 | 0,00 | ||||
| 2025-08-14 | 13F | Connecticut Wealth Management, LLC | 4 045 | 21,22 | 301 | 34,38 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 11 658 | −0,32 | 868 | 10,17 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 1 024 | 76 | ||||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 7 560 | −1,91 | 563 | 8,49 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 2 585 | −4,26 | 192 | 6,08 | ||||
| 2025-07-18 | 13F | RKL Wealth Management LLC | 2 741 | 204 | ||||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 3 767 | 40,30 | 280 | 55,56 | ||||
| 2025-07-21 | 13F | Sage Financial Management Group, Inc. | 4 804 | −1,40 | 0 | |||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 2 052 | 47,63 | 139 | 49,46 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 6 762 | −4,77 | 503 | 5,23 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 9 497 | 7,85 | 707 | 19,26 | ||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 2 743 | 204 | ||||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 11 942 | 18,90 | 889 | 31,36 | ||||
| 2025-04-15 | 13F | Noble Wealth Management PBC | 166 | 0,00 | 11 | 10,00 | ||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 3 886 | −1,62 | 289 | 9,06 | ||||
| 2025-07-23 | 13F | Dohj, Llc | 18 783 | −38,23 | 1 278 | −37,57 | ||||
| 2025-08-13 | 13F | Aufman Associates Inc | 2 728 | 203 | ||||||
| 2025-07-31 | 13F | Opes Wealth Management LLC | 19 755 | −7,01 | 1 471 | 2,80 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 27 698 | 0,98 | 2 062 | 11,59 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 3 714 | −8,27 | 277 | 1,47 | ||||
| 2025-08-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 11 182 | −50,60 | 1 | −100,00 | ||||
| 2025-07-28 | 13F | Revolve Wealth Partners, LLC | 17 329 | −0,69 | 1 290 | 9,80 | ||||
| 2025-07-10 | 13F | Global Financial Private Client, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 3 576 | 266 | ||||||
| 2025-07-15 | 13F | Spectrum Planning & Advisory Services Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Assetmark, Inc | 36 439 | 2,47 | 2 713 | 13,28 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 1 836 | −12,94 | 137 | −4,23 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 43 620 | −1,95 | 3 247 | 8,38 | ||||
| 2025-07-17 | 13F | Tempus Wealth Planning, LLC | 2 965 | −19,49 | 221 | −11,29 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 16 507 | −15,98 | 1 229 | −7,11 | ||||
| 2025-04-18 | 13F | Clarius Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 1 261 | −1,18 | 94 | 9,41 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 20 | −98,04 | 1 | −98,53 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 33 804 | 51,39 | 2 475 | 64,49 | ||||
| 2025-08-14 | 13F | Humankind Investments LLC | 3 884 | 19,69 | 289 | 32,57 | ||||
| 2025-08-13 | 13F | Ally Invest Advisors Inc. | 12 428 | 16,31 | 925 | 28,65 | ||||
| 2025-08-13 | 13F | West Wealth Group, LLC | 3 119 | −0,10 | 227 | 8,61 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 491 | −55,24 | 37 | −51,35 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Austin Private Wealth, LLC | 11 528 | −0,32 | 858 | 10,28 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 12 279 | −2,20 | 914 | 8,17 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 2 502 | −50,00 | 186 | −44,64 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | UBS Group AG | 60 129 | 10,03 | 4 476 | 21,63 | ||||
| 2025-05-08 | 13F | IFG Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 4 777 | 356 | ||||||
| 2025-08-07 | 13F | Keystone Financial Services | 5 573 | −5,96 | 415 | 3,76 | ||||
| 2025-07-15 | 13F | Regatta Capital Group, Llc | 48 157 | 75,65 | 3 585 | 94,15 | ||||
| 2025-07-09 | 13F | Lifelong Wealth Advisors, Inc. | 3 582 | −0,25 | 267 | 10,37 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 3 937 | −8,76 | 293 | 1,03 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 22 667 | −5,23 | 1 687 | 4,78 | ||||
| 2025-04-14 | 13F | Strategic Wealth Designers | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-05-14 | 13F | Stifel Financial Corp | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 5 029 | −6,40 | 374 | 3,60 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 16 395 | −4,88 | 1 220 | 5,17 | ||||
| 2025-05-02 | 13F | Invera Wealth Advisors, LLC | 69 029 | −1,52 | 4 648 | −1,32 | ||||
| 2025-07-21 | 13F | Atwater Malick LLC | 31 278 | 5,88 | 2 328 | 17,04 | ||||
| 2025-08-13 | 13F | Portfolio Design Labs, LLC | 5 673 | 422 | ||||||
| 2025-08-14 | 13F | Betterment LLC | 9 728 | 0,48 | 1 | |||||
| 2025-08-15 | 13F | Morgan Stanley | 6 387 | 6,57 | 475 | 17,87 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 7 747 | −1,49 | 577 | 8,88 | ||||
| 2025-07-10 | 13F | Klaas Financial Asset Advisors, LLC | 46 101 | 8,39 | 3 432 | 19,80 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 1 557 | 68,32 | 116 | 94,92 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 202 874 | −2,53 | 15 102 | 7,75 | ||||
| 2025-04-15 | 13F | My Legacy Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 11 | 0,00 | 1 | |||||
| 2025-07-15 | 13F | Oregon Pacific Wealth Management, LLC | 3 694 | −0,57 | 275 | 9,60 | ||||
| 2025-07-17 | 13F | Hanson & Doremus Investment Management | 743 | 0,00 | 0 | |||||
| 2025-07-11 | 13F | Skyline Advisors, Inc. | 11 067 | 0,25 | 824 | 10,77 | ||||
| 2025-08-14 | 13F | Gen-Wealth Partners Inc | 2 406 | −1,07 | 179 | 9,82 | ||||
| 2025-08-06 | 13F | One Wealth Capital Management, Llc | 6 033 | −1,98 | 449 | 8,45 | ||||
| 2025-05-08 | 13F | Wrapmanager Inc | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | 1 North Wealth Services Llc | 130 | 0,00 | 10 | 12,50 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 2 613 | −0,87 | 194 | 9,60 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 16 261 | −12,48 | 1 210 | −3,28 | ||||
| 2025-08-08 | 13F | Accredited Investors Inc. | 79 793 | 9,23 | 5 940 | 20,74 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 19 786 | 1 473 | ||||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 4 819 | −3,64 | 359 | 6,55 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 16 717 | 48,97 | 1 244 | 64,77 | ||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 197 | 0,00 | 15 | 7,69 |
