Grundläggande statistik
| Institutionella ägare | 437 total, 437 long only, 0 short only, 0 long/short - change of 10,35% MRQ |
| Genomsnittlig portföljallokering | 1.6369 % - change of −2,40% MRQ |
| Institutionella aktier (lång) | 246 963 449 (ex 13D/G) - change of 15,98MM shares 6,92% MRQ |
| Institutionellt värde (lång) | $ 8 601 581 USD ($1000) |
Institutionellt ägande och aktieägare
Dimensional ETF Trust - Dimensional US High Profitability ETF (US:DUHP) har 437 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 246,963,449 aktier. Största aktieägare inkluderar Mercer Global Advisors Inc /adv, Envestnet Asset Management Inc, Colony Group, LLC, Forum Financial Management, LP, Vista Wealth Management Group, LLC, Pure Financial Advisors, Inc., CI Private Wealth, LLC, Wealth Enhancement Advisory Services, Llc, Alesco Advisors Llc, and Bank Of Montreal /can/ .
Dimensional ETF Trust - Dimensional US High Profitability ETF (ARCA:DUHP) 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 37,28 / share. Previously, on September 17, 2024, the share price was 33,55 / share. This represents an increase of 11,12% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-09 | 13F | Shore Point Advisors, LLC | 152 211 | −19,02 | 5 413 | −13,10 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 35 565 | −3,17 | 1 265 | 3,86 | ||||
| 2025-07-22 | 13F | Awm Capital, Llc | 13 358 | −0,15 | 475 | 7,22 | ||||
| 2025-08-05 | 13F | Integrity Financial Corp /WA | 55 | 0,00 | 2 | 0,00 | ||||
| 2025-07-29 | 13F | Aspiriant, Llc | 17 299 | −4,46 | 615 | 2,50 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 67 858 | 26,09 | 2 395 | 35,56 | ||||
| 2025-07-28 | 13F | RCS Financial Planning, LLC | 260 477 | 1,15 | 9 263 | 8,53 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 20 943 | 745 | ||||||
| 2025-08-01 | 13F | Heritage Wealth Management, Inc./Texas | 300 050 | −4,67 | 10 660 | 2,21 | ||||
| 2025-08-06 | 13F | Robinson Smith Wealth Advisors Llc | 89 798 | 17,29 | 3 193 | 25,86 | ||||
| 2025-07-10 | 13F | Websterrogers Financial Advisors, Llc | 401 288 | 2,22 | 14 270 | 9,68 | ||||
| 2025-07-07 | 13F | Discipline Wealth Solutions, LLC | 11 420 | 406 | ||||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 42 338 | 157,22 | 1 505 | 176,15 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 167 984 | 9,31 | 5 974 | 17,30 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 4 460 | 159 | ||||||
| 2025-08-15 | 13F | Binnacle Investments Inc | 238 649 | 5,14 | 8 486 | 12,82 | ||||
| 2025-08-07 | 13F | WESCAP Management Group, Inc. | 213 025 | −16,38 | 7 575 | −10,27 | ||||
| 2025-07-11 | 13F | Wolfstich Capital, LLC | 83 251 | −36,23 | 2 960 | −31,58 | ||||
| 2025-08-07 | 13F | Nwam Llc | 35 982 | 3,07 | 1 280 | 10,64 | ||||
| 2025-08-04 | 13F | REDW Wealth LLC | 267 625 | −4,06 | 9 517 | 2,94 | ||||
| 2025-07-14 | 13F | Shearwater Capital LLC | 16 574 | 589 | ||||||
| 2025-07-23 | 13F | Waycross Investment Management Co | 200 381 | 0,05 | 7 126 | 7,35 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 56 100 | 1 995 | ||||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 18 616 | 49,51 | 662 | 60,44 | ||||
| 2025-07-31 | 13F | Catalyst Capital Advisors LLC | 1 058 220 | −6,59 | 37 630 | 0,23 | ||||
| 2025-08-29 | NP | MBXAX - Catalyst/Millburn Hedge Strategy Fund Class A | 1 058 220 | −6,59 | 37 630 | 0,23 | ||||
| 2025-07-09 | 13F | Market Street Wealth Management Advisors Llc | 1 175 788 | −1,39 | 41 811 | 5,81 | ||||
| 2025-07-11 | 13F/A | Umb Bank N A/mo | 3 367 | 0,00 | 120 | 7,21 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 18 376 | 0,00 | 653 | 7,40 | ||||
| 2025-08-14 | 13F | Envision Financial Planning, LLC | 406 013 | −0,71 | 14 438 | 6,54 | ||||
| 2025-07-29 | 13F | Lutz Financial Services LLC | 487 693 | −2,18 | 17 342 | 4,96 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 7 278 | 5,22 | 259 | 12,66 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 2 305 687 | −3,29 | 81 990 | 3,78 | ||||
| 2025-08-14 | 13F | Navigoe, LLC | 13 830 | 0,69 | 0 | |||||
| 2025-08-11 | 13F | Citigroup Inc | 45 768 | 27,27 | 1 627 | 36,61 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 1 972 731 | 10,39 | 70 | 18,64 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 11 352 | −15,45 | 404 | −9,23 | ||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 718 959 | 7,46 | 25 566 | 15,30 | ||||
| 2025-07-14 | 13F | Financial Harvest, LLC | 297 442 | 10 577 | ||||||
| 2025-07-17 | 13F | Archford Capital Strategies, LLC | 216 712 | 2,26 | 7 706 | 9,73 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 1 038 957 | 3,35 | 37 984 | 14,78 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 917 089 | −10,72 | 32 612 | −4,20 | ||||
| 2025-07-15 | 13F | Family Wealth Partners, Llc | 261 697 | 3,34 | 9 306 | 10,88 | ||||
| 2025-08-21 | 13F | Aveo Capital Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Great Oak Capital Partners, Llc | 963 345 | 4,76 | 34 709 | 12,23 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 22 581 | 3 456,06 | 1 | −100,00 | ||||
| 2025-05-09 | 13F | Delta Financial Group, Inc. | 7 975 | 0,00 | 0 | |||||
| 2025-07-16 | 13F | Signature Resources Capital Management, LLC | 425 | 286,36 | 15 | 400,00 | ||||
| 2025-07-29 | 13F | Fundamentun, Llc | 46 798 | 1 664 | ||||||
| 2025-07-24 | 13F | Fischer Investment Strategies, Llc | 44 154 | −65,23 | 1 570 | −62,69 | ||||
| 2025-04-17 | 13F | Vista Wealth Management Group, LLC | 7 048 482 | 2,04 | 233 587 | 0,08 | ||||
| 2025-07-29 | 13F | AssuredPartners Investment Advisors, LLC | 8 396 | 0,33 | 299 | 7,58 | ||||
| 2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 46 389 | 14,63 | 1 650 | 22,97 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 220 814 | 2,58 | 7 852 | 10,08 | ||||
| 2025-07-23 | 13F | Asset Planning Corporation | 464 628 | 16 522 | ||||||
| 2025-08-14 | 13F | First Foundation Advisors | 13 388 | 0,00 | 476 | 7,45 | ||||
| 2025-08-07 | 13F | Fidelis Capital Partners, LLC | 66 294 | −1,86 | 2 406 | 10,37 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 1 101 140 | 12,22 | 39 157 | 20,41 | ||||
| 2025-08-08 | 13F | Security Financial Services, INC. | 203 838 | 2,72 | 7 248 | 10,22 | ||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 79 435 | 12,62 | 2 825 | 20,84 | ||||
| 2025-08-07 | 13F | Retirement Solution Inc. | 1 289 696 | 0,85 | 45 862 | 8,21 | ||||
| 2025-07-16 | 13F | Strategic Investment Solutions, Inc. /IL | 260 046 | −40,60 | 9 246 | −36,44 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 44 679 | 3,91 | 1 589 | 11,52 | ||||
| 2025-07-11 | 13F | Rockwood Wealth Management, LLC | 7 758 | 276 | ||||||
| 2025-04-17 | 13F | Nbt Bank N A /ny | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 516 721 | 43,48 | 18 375 | 53,97 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 27 996 | 245,16 | 996 | 271,27 | ||||
| 2025-07-29 | 13F | Schubert & Co | 90 548 | 27,09 | 3 220 | 36,34 | ||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 806 | 0,00 | 29 | 7,69 | ||||
| 2025-07-28 | 13F | Arlington Financial Advisors, LLC | 536 724 | 11,20 | 19 086 | 19,31 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 6 365 367 | 3,85 | 226 352 | 11,44 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 73 254 | −0,11 | 2 605 | 7,16 | ||||
| 2025-07-21 | 13F | Mattern Capital Management, Llc | 30 074 | 8,37 | 1 069 | 16,32 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 15 051 | 4,76 | 516 | 14,67 | ||||
| 2025-07-29 | 13F | Millburn Ridgefield Corp | 1 058 220 | −6,59 | 37 630 | 0,23 | ||||
| 2025-07-09 | 13F | Christopher J. Hasenberg, Inc | 22 536 | −97,40 | 801 | −97,21 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1 985 660 | 14,99 | 70 610 | 23,39 | ||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 39 668 | 3,43 | 1 411 | 10,94 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 423 | 0,00 | 15 | 7,14 | ||||
| 2025-05-12 | 13F | Providence First Trust Co | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 14 408 | 55,86 | 512 | 67,32 | ||||
| 2025-08-13 | 13F | United Wealth Management, LLC | 721 458 | 1,62 | 25 655 | 9,05 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 1 902 011 | 33,07 | 68 377 | 50,25 | ||||
| 2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | LRI Investments, LLC | 11 342 | 15,68 | 403 | 24,38 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 257 382 | 3,17 | 9 153 | 10,72 | ||||
| 2025-08-14 | 13F | Comerica Bank | 10 117 | 7,04 | 360 | 14,70 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 125 056 | −26,64 | 4 447 | −21,28 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 29 308 | 0,00 | 1 042 | 7,31 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 419 311 | 13,63 | 14 911 | 21,92 | ||||
| 2025-05-15 | 13F | Wealth Management Strategies, Inc. | 331 100 | 8,25 | 10 973 | 10 552,43 | ||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 11 259 | −4,33 | 400 | 3,63 | ||||
| 2025-08-04 | 13F | Arcadia Wealth Management, Inc. | 76 503 | 11,99 | 2 720 | 20,19 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 8 140 | 0,00 | 289 | 7,43 | ||||
| 2025-07-29 | 13F | Werba Rubin Papier Wealth Management | 8 821 | 0,00 | 314 | 7,19 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 13 953 | 0,00 | 496 | 7,36 | ||||
| 2025-08-14 | 13F | Horizon Investments, LLC | 511 341 | 8,96 | 18 183 | 16,92 | ||||
| 2025-07-28 | 13F | Strategent Financial, LLC | 72 954 | 28,51 | 2 594 | 37,91 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 71 352 | −1,01 | 2 537 | 6,24 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 722 762 | 1 302,06 | 25 701 | 1 404,74 | ||||
| 2025-08-07 | 13F | Sollinda Capital Management LLC | 152 982 | 8,60 | 5 440 | 16,54 | ||||
| 2025-07-09 | 13F | Alesco Advisors Llc | 2 650 009 | 2,59 | 94 234 | 10,09 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 30 073 | 17,56 | 1 069 | 26,21 | ||||
| 2025-07-02 | 13F | Helen Stephens Group, LLC | 116 330 | −1,83 | 4 137 | 5,35 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 270 615 | 388,17 | 9 623 | 423,84 | ||||
| 2025-07-31 | 13F | BIP Wealth, LLC | 17 607 | 626 | ||||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 111 136 | −2,28 | 3 683 | −4,16 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 6 403 | 0,00 | 228 | 7,08 | ||||
| 2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 2 021 | −43,34 | 0 | −100,00 | ||||
| 2025-07-30 | 13F | Clune & Associates, Ltd. | 17 878 | 0,02 | 636 | 7,26 | ||||
| 2025-07-17 | 13F | Nova R Wealth, Inc. | 14 460 | 0,33 | 514 | 7,76 | ||||
| 2025-07-09 | 13F | High Probability Advisors, LLC | 1 438 723 | 9,01 | 51 161 | 16,97 | ||||
| 2025-07-18 | 13F | GEN Financial Management, INC. | 31 193 | 0,23 | 1 109 | 7,57 | ||||
| 2025-07-23 | 13F | Austin Asset Management Co Inc | 325 697 | 6,64 | 11 582 | 14,43 | ||||
| 2025-07-29 | 13F | Unison Advisors LLC | 13 239 | 0,33 | 471 | 7,55 | ||||
| 2025-08-11 | 13F | von Borstel & Associates, Inc. | 683 869 | 7,84 | 25 | 14,29 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 126 706 | −5,91 | 5 | 0,00 | ||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 63 | 0,00 | 2 | 0,00 | ||||
| 2025-07-15 | 13F | tru Independence LLC | 28 013 | −2,81 | 996 | 4,29 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 33 875 | 2,25 | 1 205 | 10,76 | ||||
| 2025-08-12 | 13F | Burk Holdings LLC | 323 888 | 13,67 | 11 517 | 21,98 | ||||
| 2025-08-01 | 13F | Zhang Financial LLC | 8 937 | 318 | ||||||
| 2025-07-17 | 13F | Avondale Wealth Management | 9 920 | −74,19 | 353 | −72,35 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 1 050 | 110,00 | 37 | 131,25 | ||||
| 2025-07-16 | 13F | Squire Investment Management Company, LLC | 6 990 | −43,77 | 249 | −39,66 | ||||
| 2025-07-28 | 13F | Wealthspan Partners, Llc | 24 172 | 3,47 | 860 | 10,98 | ||||
| 2025-04-29 | 13F | Hm Payson & Co | 2 600 | −57,38 | 86 | −58,25 | ||||
| 2025-08-12 | 13F | TCP Asset Management, LLC | 375 731 | 2,92 | 13 361 | 10,43 | ||||
| 2025-07-14 | 13F | Brady Martz Wealth Solutions, LLC | 268 086 | 59,70 | 9 533 | 71,36 | ||||
| 2025-07-23 | 13F | First Financial Group Corp | 34 093 | 16,37 | 1 212 | 24,95 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Index Fund Advisors, Inc. | 50 713 | 9,42 | 1 803 | 17,38 | ||||
| 2025-07-24 | 13F/A | Mraz, Amerine & Associates, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-21 | 13F | Qrg Capital Management, Inc. | 6 474 | 230 | ||||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 1 079 305 | 9,50 | 38 380 | 17,50 | ||||
| 2025-07-18 | 13F | PBMares Wealth Management LLC | 586 435 | 4,49 | 20 854 | 12,12 | ||||
| 2025-04-16 | 13F | Lam Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Bouchey Financial Group Ltd | 2 101 350 | 0,96 | 74 724 | 8,33 | ||||
| 2025-07-25 | 13F | G2 Capital Management, Llc / Oh | 495 200 | 304,67 | 17 609 | 334,25 | ||||
| 2025-07-15 | 13F | Vestment Financial LLC | 227 815 | 6,91 | 8 171 | 15,41 | ||||
| 2025-07-16 | 13F | Blue Oak Capital, LLC | 204 358 | −9,21 | 7 267 | −2,59 | ||||
| 2025-07-23 | 13F | HMV Wealth Advisors, LLC | 24 055 | −76,07 | 855 | −74,33 | ||||
| 2025-08-11 | 13F | WPWealth LLP | 407 824 | 638,48 | 14 502 | 692,46 | ||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 14 754 | 0,00 | 525 | 7,38 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 2 223 094 | 112,08 | 79 053 | 127,57 | ||||
| 2025-08-14 | 13F | Aprio Wealth Management, LLC | 2 341 055 | −2,70 | 83 248 | 4,40 | ||||
| 2025-04-24 | 13F | Aspect Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 2 872 164 | 4,23 | 103 972 | 13,85 | ||||
| 2025-07-17 | 13F | Black Point Wealth Management | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Foundation Wealth Management, LLC\PA | 218 954 | 10,29 | 7 786 | 18,35 | ||||
| 2025-07-03 | 13F | CPA Asset Management LLC | 430 430 | 0,31 | 15 306 | 7,64 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 1 627 483 | 2,90 | 57 873 | 10,41 | ||||
| 2025-07-15 | 13F | SJS Investment Consulting Inc. | 2 845 | 101 | ||||||
| 2025-07-09 | 13F | GEM Asset Management, LLC | 102 514 | 3,97 | 3 685 | 12,66 | ||||
| 2025-07-28 | 13F | Delap Wealth Advisory, Llc | 7 591 | −9,70 | 270 | −3,24 | ||||
| 2025-08-11 | 13F | Rockbridge Investment Management, LCC | 10 860 | 0,00 | 386 | 7,52 | ||||
| 2025-07-14 | 13F | Abacus Planning Group, Inc. | 500 876 | 17 811 | ||||||
| 2025-07-23 | 13F | Tcfg Wealth Management, Llc | 27 034 | 0,11 | 961 | 7,49 | ||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 1 536 180 | 3,48 | 54 627 | 11,03 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 39 685 | −8,42 | 1 | 0,00 | ||||
| 2025-07-15 | 13F | Hartmann Taylor Wealth Management, LLC | 45 729 | 2,06 | 1 626 | 9,57 | ||||
| 2025-07-17 | 13F | CogentBlue Wealth Advisors, LLC | 226 065 | −0,99 | 8 039 | 6,24 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 46 101 | 372,54 | 1 639 | 407,43 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 433 | 0 | ||||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 64 025 | −12,75 | 2 277 | −6,38 | ||||
| 2025-07-10 | 13F | Fulton Bank, N.a. | 829 280 | 29 489 | ||||||
| 2025-07-21 | 13F | Triad Wealth Partners, LLC | 20 050 | 114,16 | 713 | 129,68 | ||||
| 2025-07-22 | 13F | Team Financial Group, LLC | 744 | 26 | ||||||
| 2025-07-10 | 13F | Weinberger Asset Management, Inc | 262 687 | 2,81 | 9 341 | 10,32 | ||||
| 2025-07-22 | 13F | HFM Investment Advisors, LLC | 435 180 | 15 475 | ||||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 9 336 | 0,00 | 332 | 7,12 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 8 354 | 297 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 18 864 | 800,00 | 671 | 857,14 | ||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 1 587 713 | 17,08 | 56 459 | 25,63 | ||||
| 2025-08-04 | 13F | Pinnacle Associates Ltd | 395 316 | 8,43 | 14 057 | 16,35 | ||||
| 2025-08-04 | 13F | Syverson Strege & Co | 507 895 | 3,07 | 18 061 | 10,59 | ||||
| 2025-08-13 | 13F | American Investment Services, Inc. | 46 558 | 0,41 | 1 656 | 7,75 | ||||
| 2025-04-23 | 13F | Sabal Trust CO | 6 126 | 203 | ||||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 24 580 | 5,27 | 874 | 12,20 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 332 592 | −0,84 | 11 827 | 6,40 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 67 540 | 20,64 | 2 402 | 26,97 | ||||
| 2025-08-12 | 13F | Coston, McIsaac & Partners | 50 442 | 10,18 | 2 | 0,00 | ||||
| 2025-07-16 | 13F | Meredith Wealth Planning | 824 568 | 8,41 | 29 322 | 16,32 | ||||
| 2025-08-07 | 13F | Timonier Family Office, LTD. | 909 134 | 12,88 | 32 329 | 21,12 | ||||
| 2025-08-08 | 13F | Altiora Financial Group, LLC | 165 296 | −4,63 | 5 878 | 2,33 | ||||
| 2025-07-14 | 13F | Cherrydale Wealth Management, Llc | 51 960 | 20,45 | 1 848 | 29,25 | ||||
| 2025-08-14 | 13F | Investmark Advisory Group LLC | 80 216 | −13,29 | 2 852 | −6,95 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 29 715 | 1 057 | ||||||
| 2025-07-25 | 13F | Sovereign Financial Group, Inc. | 7 186 | 256 | ||||||
| 2025-07-18 | 13F | Fmb Wealth Management | 6 320 | 225 | ||||||
| 2025-07-15 | 13F | Bfsg, Llc | 257 | 0,00 | 9 | 12,50 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 7 448 | 0 | ||||||
| 2025-08-13 | 13F | Brown Advisory Inc | 8 833 | −8,57 | 314 | −1,87 | ||||
| 2025-07-15 | 13F | Fortitude Family Office, LLC | 4 520 | 26,50 | 161 | 35,59 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 865 963 | 30 794 | ||||||
| 2025-07-11 | 13F | Kaufman Rossin Wealth, LLC | 200 363 | 9,58 | 7 125 | 17,58 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 67 741 | 2,36 | 2 409 | 9,80 | ||||
| 2025-08-14 | 13F | Betterment LLC | 169 952 | 63,89 | 6 | 100,00 | ||||
| 2025-04-29 | 13F | Centered Wealth LLC dba Miller Equity Capital Advisors | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | DiNuzzo Private Wealth, Inc. | 1 233 255 | 0,89 | 43 855 | 8,26 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 732 193 | 2,77 | 26 037 | 10,27 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 109 057 | 3,47 | 3 878 | 11,02 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 119 919 | −6,84 | 4 264 | −0,05 | ||||
| 2025-07-29 | 13F | Tradewinds Capital Management, LLC | 3 191 | 0,00 | 113 | 7,62 | ||||
| 2025-07-16 | 13F | Crown Wealth Group, LLC | 199 260 | 20,19 | 7 086 | 28,96 | ||||
| 2025-07-16 | 13F | Kooman & Associates | 500 876 | 1,35 | 17 811 | 8,75 | ||||
| 2025-07-29 | 13F | Grunden Financial Advisory, Inc. | 925 098 | 12,40 | 32 896 | 20,61 | ||||
| 2025-08-06 | 13F | True Wealth Design, LLC | 703 846 | −7,79 | 25 029 | −1,05 | ||||
| 2025-07-16 | 13F | Plancorp, LLC | 10 234 | 0,33 | 364 | 7,40 | ||||
| 2025-07-17 | 13F | Global Trust Asset Management, LLC | 31 447 | −0,91 | 1 118 | 6,37 | ||||
| 2025-07-21 | 13F | Keb Asset Management, Llc | 28 653 | 10,40 | 1 019 | 18,37 | ||||
| 2025-08-01 | 13F | First Command Advisory Services, Inc. | 3 000 | 107 | ||||||
| 2025-08-14 | 13F | Safeguard Investment Advisory Group, LLC | 1 412 396 | −2,63 | 50 225 | 4,47 | ||||
| 2025-07-16 | 13F | Badgley Phelps Wealth Managers, LLC | 11 512 | 0,00 | 409 | 7,35 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 30 584 | −2,03 | 1 088 | 5,13 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-12 | 13F | Waterloo Capital, L.P. | 150 129 | 5 339 | ||||||
| 2025-07-24 | 13F | Edge Financial Advisors LLC | 236 679 | 19,94 | 8 426 | 28,86 | ||||
| 2025-08-12 | 13F | Viawealth, Llc | 57 604 | −19,59 | 2 048 | −13,73 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 6 107 | 1 016,45 | 217 | 1 105,56 | ||||
| 2025-08-29 | 13F | Total Investment Management Inc | 134 | 5 | ||||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 10 852 | 0,00 | 386 | 7,24 | ||||
| 2025-07-24 | 13F | Bryant Woods Investment Advisors, LLC | 90 155 | −4,12 | 3 206 | 2,86 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 40 120 427 | 5,41 | 1 426 682 | 13,11 | ||||
| 2025-08-05 | 13F | American Capital Advisory, LLC | 3 333 | 0,00 | 119 | 7,27 | ||||
| 2025-07-31 | 13F | Planning Center, Inc. | 1 710 723 | 3,17 | 60 833 | 10,70 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 5 916 | 210 | ||||||
| 2025-08-11 | 13F | Oder Investment Management, LLC | 15 495 | 38,10 | 551 | 48,52 | ||||
| 2025-08-05 | 13F | Everest Management Corp. | 23 566 | 2,43 | 838 | 9,97 | ||||
| 2025-07-23 | 13F | Elevate Wealth Advisory, Inc | 12 042 | 33,83 | 428 | 43,62 | ||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 82 439 | 6,44 | 2 932 | 14,22 | ||||
| 2025-07-29 | 13F | Disciplined Investments, LLC | 140 386 | 41,42 | 4 992 | 51,78 | ||||
| 2025-07-10 | 13F | Stewardship Advisors, LLC | 16 071 | 6,61 | 571 | 14,43 | ||||
| 2025-07-14 | 13F | BetterWealth, LLC | 146 898 | −1,62 | 5 224 | 5,56 | ||||
| 2025-08-05 | 13F | Hutchens & Kramer Investment Management Group, LLC | 15 564 | −23,29 | 557 | −17,26 | ||||
| 2025-08-12 | 13F | Intrepid Capital Management Inc | 417 595 | −2,61 | 14 850 | 4,50 | ||||
| 2025-08-13 | 13F | RW Investment Management LLC | 1 077 529 | 37,86 | 38 317 | 47,93 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 352 380 | −20,11 | 12 530 | −14,28 | ||||
| 2025-07-31 | 13F | AlTi Global, Inc. | 1 594 051 | 38,22 | 57 176 | 49,66 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 172 208 | −6,82 | 6 124 | −0,02 | ||||
| 2025-04-15 | 13F | Fifth Third Bancorp | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-23 | 13F | SpringVest Wealth Management LLC | 24 908 | 1,03 | 886 | 8,32 | ||||
| 2025-07-09 | 13F | Reyes Financial Architecture, Inc. | 8 321 | 31,47 | 296 | 41,15 | ||||
| 2025-04-21 | 13F | Envestnet Portfolio Solutions, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 16 747 | −7,54 | 596 | −0,83 | ||||
| 2025-07-30 | 13F | EnRich Financial Partners LLC | 15 866 | −10,73 | 564 | −4,24 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 101 317 | 24,37 | 4 | 50,00 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 36 539 311 | 4,30 | 1 299 338 | 11,92 | ||||
| 2025-08-13 | 13F | Ark & Tlk Investments, Llc | 14 618 | 56,04 | 520 | 67,42 | ||||
| 2025-07-17 | 13F | Applied Capital LLC | 317 417 | 4,42 | 11 287 | 12,04 | ||||
| 2025-05-14 | 13F | Studio Investment Management Llc | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | L & S Advisors Inc | 106 992 | 11,00 | 3 805 | 19,10 | ||||
| 2025-08-01 | 13F | Transcend Wealth Collective, Llc | 98 710 | 8,76 | 3 510 | 16,73 | ||||
| 2025-08-14 | 13F | Hancock Whitney Corp | 7 084 | 252 | ||||||
| 2025-07-17 | 13F | Melfa Wealth Management, Llc | 5 700 | 203 | ||||||
| 2025-08-18 | 13F/A | Kestra Investment Management, LLC | 39 438 | 112,86 | 1 402 | 128,34 | ||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 53 340 | −2,09 | 1 950 | 8,03 | ||||
| 2025-08-11 | 13F | VSM Wealth Advisory, LLC | 1 000 | −32,07 | 42 | −12,50 | ||||
| 2025-08-15 | 13F | Morse Asset Management, Inc | 2 308 | 0,00 | 82 | 7,89 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 22 771 | 7,47 | 810 | 15,24 | ||||
| 2025-07-15 | 13F | Level Financial Advisors, Inc. | 363 744 | 1,19 | 12 935 | 8,58 | ||||
| 2025-08-12 | 13F | Tableaux Llc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Cary Street Partner Investment Advisory Llc | 31 | 0,00 | 1 | 0,00 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 5 841 | −7,37 | 208 | −0,48 | ||||
| 2025-07-29 | NP | EBI - Longview Advantage ETF | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-10 | 13F | Strathmore Capital Advisors, Inc. | 12 065 | 0,00 | 436 | 7,13 | ||||
| 2025-07-29 | 13F | Two West Capital Advisors LLC | 85 433 | 0,58 | 3 123 | 17,46 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 29 | 1 | ||||||
| 2025-07-11 | 13F | Andrews, Lucia Wealth Management Llc | 41 229 | 2,71 | 1 466 | 8,11 | ||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 180 266 | 2,92 | 6 410 | 10,44 | ||||
| 2025-07-22 | 13F | Gemmer Asset Management LLC | 321 303 | 2,63 | 11 426 | 10,12 | ||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 487 190 | 7,79 | 17 324 | 15,66 | ||||
| 2025-06-03 | 13F | Invst, LLC | 184 809 | 6 125 | ||||||
| 2025-08-05 | 13F | Bridgewater Advisors Inc. | 765 808 | 7,06 | 27 845 | 19,59 | ||||
| 2025-07-22 | 13F | Glassy Mountain Advisors, Inc. | 19 094 | 13,91 | 679 | 22,16 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 70 202 | 1,68 | 2 496 | 9,00 | ||||
| 2025-07-14 | 13F | Maryland Capital Advisors Inc. | 42 684 | 10,26 | 1 518 | 18,33 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 18 589 | 0,00 | 661 | 7,31 | ||||
| 2025-08-12 | 13F | Landing Point Financial Group, LLC | 27 314 | 32,93 | 971 | 42,79 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 2 899 444 | 0,85 | 103 104 | 8,21 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 466 885 | 18,33 | 16 602 | 26,98 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 157 248 | 90,87 | 5 592 | 104,80 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 11 741 | 0 | ||||||
| 2025-08-04 | 13F | ArborFi Advisors, LLC | 179 222 | 8,21 | 6 373 | 16,13 | ||||
| 2025-07-17 | 13F | XY Planning Network, Inc. | 8 941 | 318 | ||||||
| 2025-07-22 | 13F | Firethorn Wealth Partners, Llc | 58 516 | −2,62 | 2 081 | 4,47 | ||||
| 2025-07-17 | 13F | Northwest Wealth Management, Llc | 74 739 | 12,38 | 2 658 | 20,55 | ||||
| 2025-08-14 | 13F | Herold Advisors, Inc. | 22 118 | 9,67 | 787 | 17,66 | ||||
| 2025-07-18 | 13F | Arcadia Wealth Management, LLC | 47 749 | 0,26 | 1 698 | 7,54 | ||||
| 2025-07-15 | 13F | LVZ Advisors, Inc. | 2 046 792 | 1,85 | 72 784 | 9,28 | ||||
| 2025-08-12 | 13F | Bedel Financial Consulting, Inc. | 5 663 | 201 | ||||||
| 2025-04-09 | 13F | Capital CS Group, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-31 | 13F | City State Bank | 46 659 | 17,53 | 1 659 | 26,16 | ||||
| 2025-07-16 | 13F | TCI Wealth Advisors, Inc. | 1 388 309 | 37,38 | 49 368 | 47,42 | ||||
| 2025-07-21 | 13F | Matauro, Llc | 470 411 | −5,06 | 16 728 | 1,87 | ||||
| 2025-08-07 | 13F | Samalin Investment Counsel, LLC | 28 580 | 4,15 | 1 016 | 11,77 | ||||
| 2025-08-12 | 13F | Fortis Capital Management LLC | 13 420 | 0,00 | 477 | 7,43 | ||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 5 449 | 194 | ||||||
| 2025-07-16 | 13F | Tassel Capital Management, Inc. | 444 078 | 0,03 | 15 791 | 7,33 | ||||
| 2025-07-16 | 13F | Midwest Heritage Bank, FSB | 484 980 | 5,86 | 17 246 | 13,60 | ||||
| 2025-07-17 | 13F | Claris Advisors, Llc / Mo / | 302 318 | −2,68 | 10 750 | 4,43 | ||||
| 2025-07-15 | 13F | Maseco Llp | 5 205 | 185 | ||||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 129 281 | 0,49 | 4 597 | 7,83 | ||||
| 2025-07-15 | 13F | Axis Wealth Partners, LLC | 16 121 | −4,23 | 573 | 2,87 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 511 050 | 7,96 | 18 173 | 18,71 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 17 565 | 54,53 | 625 | 65,96 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 4 993 | −36,01 | 178 | −31,40 | ||||
| 2025-07-21 | 13F | 25 Llc | 19 612 | 7,28 | 697 | 15,21 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 635 166 | −40,40 | 23 | −37,14 | ||||
| 2025-08-06 | 13F | Able Wealth Management LLC | 6 054 | 215 | ||||||
| 2025-08-11 | 13F | Root Financial Partners, LLC | 439 088 | 107,11 | 15 614 | 122,25 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 223 769 | −43,09 | 7 957 | −38,93 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 155 793 | −0,03 | 5 540 | 7,28 | ||||
| 2025-05-13 | 13F | Brooklyn FI, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 21 817 | 132,84 | 776 | 150,00 | ||||
| 2025-07-15 | 13F | Signet Financial Management, Llc | 10 023 | −90,74 | 356 | −90,08 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 756 608 | 14,64 | 26 905 | 23,01 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 32 557 | 56,46 | 1 158 | 67,92 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 1 374 605 | 12,41 | 48 880 | 20,62 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 905 461 | 3,50 | 32 198 | 11,05 | ||||
| 2025-07-17 | 13F | Oceanside Advisors LLC | 536 873 | 0,43 | 19 091 | 7,77 | ||||
| 2025-08-13 | 13F | Integrity Investment Advisors, LLC | 150 264 | −0,11 | 5 343 | 7,20 | ||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 350 073 | 12 449 | ||||||
| 2025-07-14 | 13F | Foster Group, Inc. | 2 075 242 | 1,89 | 73 796 | 9,33 | ||||
| 2025-08-06 | 13F | Spurstone Advisory Services, LLC | 122 | 0,00 | 4 | 0,00 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 6 314 | −2,38 | 225 | 4,67 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 1 008 565 | −9,55 | 35 865 | −2,94 | ||||
| 2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 44 083 | 13,72 | 1 568 | 22,04 | ||||
| 2025-07-17 | 13F | Lauterbach Financial Advisors, LLC | 11 773 | 51,23 | 419 | 62,65 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 79 | 0,00 | 3 | 0,00 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 200 | 7 | ||||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 15 833 | 0,01 | 563 | 7,44 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 222 | −91,85 | 8 | −92,22 | ||||
| 2025-08-05 | 13F | Gibraltar Capital Management, Inc. | 15 720 | 0,67 | 559 | 8,12 | ||||
| 2025-08-12 | 13F | Fairscale Capital, LLC | 1 572 | 0,00 | 57 | 7,69 | ||||
| 2025-08-13 | 13F | Balance Wealth, LLC | 47 793 | 141,60 | 1 700 | 159,39 | ||||
| 2025-07-08 | 13F | Lowe Wealth Advisors, LLC | 1 781 | 0,00 | 63 | 6,78 | ||||
| 2025-07-30 | 13F | Mills Wealth Advisors LLC | 452 595 | 41,13 | 16 094 | 51,44 | ||||
| 2025-08-07 | 13F | Efficient Advisors, LLC | 1 265 028 | 9,18 | 44 984 | 17,16 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 18 002 845 | 63,68 | 640 181 | 75,64 | ||||
| 2025-07-29 | 13F | Angeles Wealth Management, Llc | 11 478 | 0,00 | 408 | 7,37 | ||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 2 188 | 0,00 | 78 | 6,94 | ||||
| 2025-07-21 | 13F | West Financial Advisors, LLC | 613 956 | 57,25 | 21 832 | 68,74 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 540 013 | 1,99 | 19 203 | 9,43 | ||||
| 2025-07-23 | 13F | Abel Hall, LLC | 265 616 | −0,68 | 9 445 | 6,58 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 55 435 | 51,35 | 1 837 | 48,50 | ||||
| 2025-04-30 | 13F | Stratos Wealth Partners, LTD. | 0 | −100,00 | 0 | |||||
| 2025-08-21 | 13F | Clarion Wealth Managment Partners, LLC | 5 664 | 201 | ||||||
| 2025-07-09 | 13F | Intelligence Driven Advisers, LLC | 133 970 | −6,64 | 4 764 | 0,17 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 127 875 | 10,65 | 4 547 | 18,75 | ||||
| 2025-08-13 | 13F | Vance Wealth, Inc. | 237 485 | 11,30 | 8 445 | 19,42 | ||||
| 2025-08-13 | 13F | Stenger Family Office, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Tru Independence Asset Management 2, Llc | 86 810 | 27,34 | 3 087 | 36,61 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 29 596 | 7,54 | 1 071 | 17,43 | ||||
| 2025-07-14 | 13F | Friday Financial | 62 595 | 4,25 | 2 226 | 11,03 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 589 | 21 | ||||||
| 2025-07-07 | 13F | Kings Path Partners LLC | 230 | 16,16 | 8 | 33,33 | ||||
| 2025-07-11 | 13F | Scratch Capital Llc | 321 647 | 46,62 | 11 438 | 57,32 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 2 379 974 | 6,94 | 84 632 | 14,75 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 334 | 0,00 | 12 | 0,00 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 1 030 342 | 21,56 | 36 639 | 34,62 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 795 236 | −12,20 | 28 279 | −5,78 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 237 070 | 21,31 | 8 430 | 30,17 | ||||
| 2025-07-22 | 13F | Vested Financial Planning, LLC | 166 785 | 5 931 | ||||||
| 2025-08-07 | 13F | Altman Advisors, Inc. | 21 289 | 762 | ||||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 491 194 | 2,77 | 17 467 | 10,27 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 84 129 | 0,00 | 2 992 | 7,28 | ||||
| 2025-07-11 | 13F | Physician Wealth Solutions Inc. | 6 238 | −15,22 | 222 | −9,05 | ||||
| 2025-07-14 | 13F | Parkshore Wealth Management, Inc. | 198 828 | 20,76 | 7 070 | 29,58 | ||||
| 2025-08-07 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 395 316 | 8,43 | 14 057 | 16,35 | ||||
| 2025-07-31 | 13F | Opus Capital Group, LLC | 524 104 | −1,08 | 19 | 5,88 | ||||
| 2025-07-17 | 13F | SC&H Financial Advisors, Inc. | 24 218 | 11,13 | 861 | 19,25 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 2 269 910 | 9,43 | 80 718 | 17,42 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 692 702 | 0,72 | 24 632 | 8,08 | ||||
| 2025-08-13 | 13F | Satovsky Asset Management Llc | 1 281 835 | −0,34 | 45 582 | 6,93 | ||||
| 2025-07-22 | 13F | Clarius Group, LLC | 1 078 569 | 1,57 | 38 354 | 8,98 | ||||
| 2025-07-18 | 13F | Benchmark Wealth Management, LLC | 27 372 | 30,79 | 973 | 40,40 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 326 | −63,53 | 12 | −63,33 | ||||
| 2025-08-11 | 13F | Cascade Wealth Advisors, Inc | 29 950 | 1 088 | ||||||
| 2025-08-12 | 13F | Change Path, LLC | 69 060 | −0,17 | 2 456 | 7,11 | ||||
| 2025-07-03 | 13F | Fiduciary Financial Group, Llc | 231 608 | 4,24 | 8 285 | 21,02 | ||||
| 2025-08-13 | 13F | Willis Johnson & Associates, Inc. | 6 870 | −3,73 | 244 | 3,39 | ||||
| 2025-08-04 | 13F | Hutchinson Capital Management/ca | 426 889 | 2,00 | 15 180 | 9,45 | ||||
| 2025-08-04 | 13F | Capital Performance Advisors Llp | 11 327 | −19,45 | 403 | −13,73 | ||||
| 2025-07-17 | 13F | Heritage Investment Group, Inc. | 12 836 | 20,39 | 456 | 29,18 | ||||
| 2025-08-14 | 13F | Cardiff Park Advisors, Llc | 222 040 | 4,22 | 7 896 | 11,83 | ||||
| 2025-08-13 | 13F | Millstone Evans Group, LLC | 2 746 | −64,81 | 98 | −62,40 | ||||
| 2025-08-12 | 13F | Martin Worley Group | 16 971 | −1,79 | 603 | 5,42 | ||||
| 2025-05-14 | 13F | Jane Street Group, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Mattern Wealth Management LLC | 34 721 | 2,06 | 1 235 | 9,49 | ||||
| 2025-07-22 | 13F | Noble Family Wealth, LLC | 14 904 | 530 | ||||||
| 2025-08-01 | 13F | Austin Private Wealth, LLC | 79 025 | 32,50 | 2 810 | 42,21 | ||||
| 2025-07-24 | 13F | Wealth Advisors Northwest LLC | 348 916 | 4,12 | 12 407 | 11,72 | ||||
| 2025-08-14 | 13F | Fmr Llc | 2 681 | 10,65 | 95 | 18,75 | ||||
| 2025-05-02 | 13F | MB Generational Wealth, LLC | 550 447 | 2,68 | 18 242 | 0,70 | ||||
| 2025-08-12 | 13F | Legacy Financial Group, Inc. | 448 307 | 2,75 | 15 942 | 10,25 | ||||
| 2025-05-01 | 13F | McCarthy Grittinger Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Parkwoods Wealth Partners, LLC | 24 411 | 61,87 | 868 | 73,95 | ||||
| 2025-07-09 | 13F | Archer Investment Management, LLC | 6 451 | −45,56 | 229 | −41,58 | ||||
| 2025-07-10 | 13F | Fortress Wealth Management, Inc. | 473 634 | −3,83 | 16 842 | 3,19 | ||||
| 2025-07-11 | 13F | Quad-Cities Investment Group, LLC | 11 401 | 0,28 | 405 | 7,71 | ||||
| 2025-07-16 | 13F | Leading Edge Financial Planning LLC | 906 348 | 6,92 | 32 230 | 14,72 | ||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 11 880 | 0,00 | 422 | 7,38 | ||||
| 2025-07-30 | 13F | Jackson Thornton Asset Management, Llc | 102 931 | 4,18 | 3 703 | 19,61 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 19 562 | −16,99 | 696 | −10,90 | ||||
| 2025-08-13 | 13F | Daner Wealth Management, LLC | 47 118 | −6,77 | 1 728 | −2,65 | ||||
| 2025-08-13 | 13F | Virtue Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Hanover Advisors Inc | 10 432 | −0,29 | 371 | 6,94 | ||||
| 2025-07-29 | 13F | Wealthstream Advisors, Inc. | 1 060 663 | 2,67 | 37 717 | 10,17 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 1 328 | 47 | ||||||
| 2025-07-22 | 13F | Aspire Private Capital, LLC | 8 586 | 0,00 | 305 | 7,39 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 367 059 | 3,06 | 13 053 | 10,58 | ||||
| 2025-08-04 | 13F | Waterfront Wealth Inc. | 135 013 | 3,03 | 4 801 | 10,57 | ||||
| 2025-07-30 | 13F | Forum Financial Management, LP | 7 169 400 | 3,34 | 254 944 | 10,89 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 8 501 | 302 | ||||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 39 511 | 18,66 | 1 405 | 27,38 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 1 747 750 | 0,37 | 62 150 | 7,70 | ||||
| 2025-07-29 | 13F | BKD Wealth Advisors, LLC | 1 208 922 | −11,00 | 42 989 | −4,49 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 3 790 | 0,32 | 135 | 7,20 | ||||
| 2025-08-14 | 13F | Clarity Capital Advisors, LLC | 7 726 | 0,32 | 275 | 7,45 | ||||
| 2025-08-06 | 13F | Summit Wealth Group, LLC | 76 233 | 2,63 | 3 | 0,00 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 7 711 | 274 | ||||||
| 2025-07-11 | 13F | Ullmann Financial Group, Inc. | 836 754 | −28,85 | 29 755 | −23,65 | ||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 85 381 | −13,60 | 3 036 | −7,30 | ||||
| 2025-08-07 | 13F | PFG Advisors | 89 073 | 6,95 | 3 167 | 14,75 | ||||
| 2025-08-01 | 13F | Clark Asset Management, LLC | 9 802 | −0,12 | 349 | 7,08 | ||||
| 2025-08-12 | 13F | Quadcap Wealth Management, LLC | 14 548 | 27,18 | 517 | 36,41 | ||||
| 2025-08-13 | 13F | Argyle Capital Partners, LLC | 36 935 | 1,31 | 1 313 | 8,69 | ||||
| 2025-07-24 | 13F | Riverchase Wealth Management, Llc | 286 176 | 19,43 | 10 176 | 28,15 | ||||
| 2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 8 998 | −39,13 | 320 | −34,76 | ||||
| 2025-08-13 | 13F | Providence Capital Advisors, LLC | 493 | 18 | ||||||
| 2025-07-17 | 13F | Poinciana Advisors Group, Llc | 9 534 | 339 | ||||||
| 2025-07-31 | 13F | Curio Wealth, Llc | 21 422 | 82 292,31 | 762 | −10,79 | ||||
| 2025-07-30 | 13F | Silver Oak Wealth Advisors Services, Llc | 285 414 | 14,12 | 10 149 | 22,45 | ||||
| 2025-07-29 | 13F | Master's Wealth Management Inc. | 507 262 | 5,23 | 18 038 | 12,91 | ||||
| 2025-07-10 | 13F | Pacific Asset Management, LLC | 19 866 | −6,65 | 706 | 0,14 | ||||
| 2025-07-15 | 13F | Hippocratic Financial Advisors, LLC | 685 215 | 37,06 | 24 366 | 47,07 | ||||
| 2025-08-12 | 13F | Lionshead Wealth Management, LLC | 19 002 | 28,78 | 676 | 38,32 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 478 868 | −2,61 | 17 029 | 4,50 | ||||
| 2025-07-31 | 13F | Warburton Capital Management, LLC | 133 926 | 66,40 | 5 | 100,00 | ||||
| 2025-08-13 | 13F | M Holdings Securities, Inc. | 103 079 | 4 | ||||||
| 2025-08-14 | 13F | Sei Investments Co | 20 775 | 739 | ||||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 108 363 | 5,12 | 3 853 | 12,79 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 4 069 | 208,49 | 145 | 234,88 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | UBS Group AG | 1 784 483 | 2,96 | 63 456 | 10,48 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 1 186 | 0,34 | 42 | 7,69 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 105 061 | 8,33 | 3 736 | 16,25 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 27 157 | 0,00 | 966 | 7,34 | ||||
| 2025-07-18 | 13F | Financial Consulate, Inc | 1 874 235 | 109,50 | 66 648 | 124,80 | ||||
| 2025-07-15 | 13F | BKA Wealth Consulting, Inc. | 70 307 | 5,61 | 2 500 | 13,33 | ||||
| 2025-08-01 | 13F | Liberty Wealth Management Llc | 729 659 | −6,43 | 25 952 | 0,29 | ||||
| 2025-07-18 | 13F | Bridge Generations Wealth Management Llc | 166 574 | 13,49 | 5 923 | 21,77 | ||||
| 2025-08-14 | 13F | Premier Financial Group | 513 705 | 18 819 | ||||||
| 2025-07-17 | 13F | K2 Financial Inc. | 45 632 | 15,86 | 1 632 | 35,24 | ||||
| 2025-08-14 | 13F | Sterling Wealth Management, Inc. | 457 606 | 30,58 | 16 272 | 37,42 | ||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 708 946 | 867,42 | 25 210 | 938,30 | ||||
| 2025-08-06 | 13F | Paladin Advisory Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Vantage Point Financial LLC | 40 575 | 3,67 | 1 443 | 11,27 | ||||
| 2025-07-17 | 13F | Dopkins Wealth Management, Llc | 84 887 | 25,60 | 3 019 | 34,79 | ||||
| 2025-08-08 | 13F | Creative Planning | 72 077 | −19,34 | 2 563 | −13,44 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 17 675 | 629 |
