Grundläggande statistik
| Institutionella ägare | 360 total, 360 long only, 0 short only, 0 long/short - change of 3,14% MRQ |
| Genomsnittlig portföljallokering | 0.2827 % - change of −0,57% MRQ |
| Institutionella aktier (lång) | 39 571 386 (ex 13D/G) - change of −1,13MM shares −2,77% MRQ |
| Institutionellt värde (lång) | $ 2 273 526 USD ($1000) |
Institutionellt ägande och aktieägare
iShares, Inc. - iShares MSCI Emerging Markets Min Vol Factor ETF (US:EEMV) har 360 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 39,571,386 aktier. Största aktieägare inkluderar Bank Of America Corp /de/, BlackRock, Inc., Morgan Stanley, Wharton Business Group, LLC, Fmr Llc, Ameriprise Financial Inc, UBS Group AG, Northwestern Mutual Wealth Management Co, Envestnet Asset Management Inc, and LPL Financial LLC .
iShares, Inc. - iShares MSCI Emerging Markets Min Vol Factor ETF (BATS:EEMV) Institutionell ägarstruktur visar institutioners och fonders nuvarande positioner i företaget, samt de senaste förändringarna i positionernas storlek. Större aktieägare kan vara enskilda investerare, fonder, hedgefonder eller institutioner. Bilaga 13D visar att investeraren äger (eller ägde) mer än 5% av företaget och avser (eller avsåg) att aktivt eftersträva en förändring av affärsstrategin. Schedule 13G indikerar en passiv investering på över 5%.
The share price as of September 12, 2025 is 63,95 / share. Previously, on September 13, 2024, the share price was 60,03 / share. This represents an increase of 6,53% 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 | 14 972 | 1,40 | 940 | 9,18 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 106 099 | −16,27 | 6 719 | −9,10 | ||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 3 608 | 0,64 | 227 | 8,13 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 18 271 | 5,13 | 1 | 0,00 | ||||
| 2025-08-14 | 13F | Valley Financial Group, Inc. | 3 985 | −9,88 | 250 | −2,72 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 53 | −11,67 | 3 | 0,00 | ||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 3 975 | −16,75 | 250 | −10,43 | ||||
| 2025-08-14 | 13F | Betterment LLC | 4 569 | 0 | ||||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 27 813 | 22,89 | 1 747 | 32,27 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 84 | 23,53 | 5 | 66,67 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 2 363 | 0,00 | 148 | 8,03 | ||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 4 434 | 4,33 | 278 | 12,55 | ||||
| 2025-05-14 | 13F | CIBC World Markets Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 815 673 | −7,67 | 51 224 | −0,62 | ||||
| 2025-05-14 | 13F | CIBC World Markets Inc. | Put | 0 | −100,00 | 0 | ||||
| 2025-08-18 | 13F | Front Row Advisors LLC | 212 | 13 | ||||||
| 2025-08-14 | 13F | Wharton Business Group, LLC | 2 292 021 | 0,17 | 144 | 7,52 | ||||
| 2025-04-15 | 13F | Atwood & Palmer Inc | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Roof Eidam & Maycock/adv | 4 805 | 0,00 | 302 | 7,50 | ||||
| 2025-08-14 | 13F | Fmr Llc | 2 122 726 | 8,64 | 133 307 | 16,94 | ||||
| 2025-04-09 | 13F | American National Bank | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-23 | 13F | True Vision MN LLC | 4 386 | −1,73 | 275 | 5,77 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 50 690 | 24,74 | 3 | 50,00 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 35 623 | 13,72 | 2 237 | 22,44 | ||||
| 2025-07-15 | 13F | Avaii Wealth Management, Llc | 4 744 | 0,00 | 298 | 7,61 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 3 921 | 246 | ||||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 207 | 0,00 | 13 | 8,33 | ||||
| 2025-05-07 | 13F | Alteri Wealth LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 4 974 | −7,13 | 312 | 0,00 | ||||
| 2025-08-06 | 13F | Garrison Point Advisors, Llc | 7 275 | 0,00 | 457 | 7,55 | ||||
| 2025-08-13 | 13F/A | StoneX Group Inc. | 3 609 | −16,13 | 226 | −8,13 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 33 353 | 11,81 | 2 095 | 20,34 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 22 271 | 19,12 | 1 399 | 28,26 | ||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 96 | 1,05 | 6 | 20,00 | ||||
| 2025-05-06 | 13F | One Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Archford Capital Strategies, LLC | 12 852 | −55,99 | 807 | −52,61 | ||||
| 2025-08-05 | 13F | Tme Financial, Inc. | 7 948 | −1,99 | 499 | 5,50 | ||||
| 2025-08-07 | 13F | Runnymede Capital Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Providence Capital Advisors, LLC | 193 | 12 | ||||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 3 440 | 216 | ||||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 6 203 | −3,09 | 390 | 4,29 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 66 924 | 2,68 | 4 203 | 10,52 | ||||
| 2025-06-24 | NP | TNWIX - 1290 Retirement 2050 Fund Class I | 805 | 0,00 | 48 | 2,17 | ||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 544 | 1,12 | 34 | 9,68 | ||||
| 2025-07-29 | 13F | Aspiriant, Llc | 21 584 | −10,37 | 1 355 | −3,49 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 655 367 | 8,60 | 41 157 | 16,90 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 24 652 | −16,85 | 1 548 | −10,47 | ||||
| 2025-08-19 | NP | Securian Funds Trust - SFT Managed Volatility Equity Fund | 242 456 | 0,00 | 15 226 | 7,65 | ||||
| 2025-07-17 | 13F | Symmetry Partners, LLC | 108 046 | 10,76 | 6 785 | 19,22 | ||||
| 2025-08-08 | 13F | Hibernia Wealth Partners, LLC | 10 620 | 100,64 | 667 | 116,56 | ||||
| 2025-07-21 | 13F | Stock Yards Bank & Trust Co | 14 700 | 0,00 | 923 | 7,70 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 18 | 5,88 | 1 | 0,00 | ||||
| 2025-07-18 | 13F | Ewa, Llc | 5 757 | 1,16 | 362 | 8,73 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 4 879 | 26,63 | 306 | 36,61 | ||||
| 2025-07-09 | 13F | Market Street Wealth Management Advisors Llc | 10 263 | −10,97 | 645 | −4,17 | ||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 44 | −6,38 | 3 | 0,00 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 8 131 | 0,10 | 1 | |||||
| 2025-05-15 | 13F | Citadel Advisors Llc | Put | 0 | −100,00 | 0 | −100,00 | |||
| 2025-07-28 | 13F | Rosenberg Matthew Hamilton | 219 | 0,00 | 14 | 8,33 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 1 532 | −2,11 | 96 | 5,49 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 279 696 | −10,11 | 17 565 | −3,24 | ||||
| 2025-08-27 | NP | TRANSAMERICA SERIES TRUST - Transamerica BlackRock Smart Beta 40 VP Initial | 74 824 | −3,21 | 4 699 | 4,19 | ||||
| 2025-08-12 | 13F | Insigneo Advisory Services, Llc | 4 550 | 0,00 | 286 | 7,55 | ||||
| 2025-04-09 | 13F | Roxbury Financial LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Horizon Investments, LLC | 56 219 | −1,49 | 3 531 | 6,04 | ||||
| 2025-07-21 | 13F | Credential Qtrade Securities Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-06 | 13F | Adviser Investments LLC | 73 329 | −5,80 | 4 605 | 1,41 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 117 | 0,00 | 7 | 0,00 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 394 | −6,19 | 25 | 0,00 | ||||
| 2025-05-02 | 13F | Kingsview Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 625 | 39 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 11 284 | −65,32 | 709 | −62,70 | ||||
| 2025-05-15 | 13F | Millennium Management Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-29 | 13F | Ifrah Financial Services, Inc. | 57 208 | 1,11 | 3 593 | 8,85 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 3 820 | 241 | ||||||
| 2025-08-12 | 13F | Rhumbline Advisers | 392 270 | 24,03 | 24 635 | 33,52 | ||||
| 2025-05-14 | 13F | Islay Capital Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 277 | −99,13 | 17 | −99,08 | ||||
| 2025-04-28 | 13F | Fedenia Advisers LLC | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 359 | 0,00 | 23 | 10,00 | ||||
| 2025-08-27 | NP | TRANSAMERICA SERIES TRUST - Transamerica BlackRock Equity Smart Beta 100 VP Service | 67 199 | −0,19 | 4 220 | 7,46 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 11 190 | 703 | ||||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 373 | 143,79 | 23 | 187,50 | ||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 16 115 | 0,00 | 1 012 | 7,66 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 187 | −60,96 | 12 | −59,26 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 1 110 | 0,00 | 70 | 7,81 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 22 693 | 4 393,66 | 1 425 | 4 813,79 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | JMG Financial Group, Ltd. | 11 234 | 13,69 | 705 | 22,40 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 159 643 | 2,07 | 10 026 | 9,86 | ||||
| 2025-05-15 | 13F | Old Mission Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Comerica Bank | 53 991 | −2,44 | 3 391 | 5,02 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 10 413 | 26,11 | 654 | 35,76 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 152 976 | −4,37 | 9 607 | 2,94 | ||||
| 2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 12 937 677 | −2,61 | 812 486 | 4,84 | ||||
| 2025-07-31 | 13F | Conservest Capital Advisors, Inc. | 31 617 | −1,39 | 1 986 | 6,15 | ||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 230 | 0,00 | 14 | 7,69 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 66 895 | 0,00 | 4 201 | 7,66 | ||||
| 2025-08-12 | 13F | Virtu Financial LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 0 | −100,00 | 0 | |||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 17 141 | −1,19 | 1 076 | 6,32 | ||||
| 2025-08-05 | 13F | Snider Financial Group | 7 123 | 0,52 | 447 | 8,23 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 214 140 | −3,11 | 13 448 | 4,30 | ||||
| 2025-07-02 | 13F | Helen Stephens Group, LLC | 4 816 | −0,64 | 302 | 7,09 | ||||
| 2025-08-14 | 13F | C M Bidwell & Associates Ltd | 2 326 | −3,33 | 146 | 4,29 | ||||
| 2025-07-08 | 13F | Arlington Trust Co LLC | 121 | 0,00 | 8 | 0,00 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 18 398 | −63,74 | 1 155 | −60,98 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 182 | 0,00 | 11 | 10,00 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 30 397 | 2,55 | 1 909 | 10,35 | ||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-11 | 13F | Mosaic Family Wealth Partners, Llc | 5 441 | 0,13 | 342 | 7,57 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 69 864 | −14,41 | 4 397 | −4,60 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 154 439 | −0,50 | 9 699 | 7,10 | ||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 3 | −75,00 | 0 | |||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 228 | 0,00 | 14 | 7,69 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 16 753 | −28,63 | 1 | 0,00 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 753 504 | −0,82 | 47 320 | 6,76 | ||||
| 2025-09-09 | 13F | Cambridge Financial Group, LLC | 11 848 | −0,80 | 744 | 6,90 | ||||
| 2025-08-12 | 13F | Hillsdale Investment Management Inc. | 8 | 1 | ||||||
| 2025-08-11 | 13F | Nordwand Advisors, LLC | 23 | 1 | ||||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 5 144 | −8,39 | 323 | −1,22 | ||||
| 2025-07-17 | 13F | Independence Bank of Kentucky | 590 | 0,00 | 37 | 8,82 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 99 | −49,49 | 6 | −45,45 | ||||
| 2025-05-09 | 13F | Wade Financial Advisory, Inc | 119 049 | 1,17 | 6 945 | 1,79 | ||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 7 645 | 0,00 | 480 | 7,62 | ||||
| 2025-08-28 | NP | Northern Lights Fund Trust - Ocean Park International ETF | 2 029 | 127 | ||||||
| 2025-08-12 | 13F | Nemes Rush Group LLC | 244 | 15 | ||||||
| 2025-07-17 | 13F | Neumann Capital Management, LLC | 8 236 | 0,00 | 517 | 7,71 | ||||
| 2025-07-22 | 13F | Appleton Partners Inc/ma | 4 987 | 0 | ||||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 107 207 | 5,60 | 6 733 | 13,68 | ||||
| 2025-08-14 | 13F | UBS Group AG | 1 103 754 | −43,11 | 69 316 | −38,76 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 1 854 | −2,88 | 116 | 4,50 | ||||
| 2025-07-01 | 13F | Burkett Financial Services, Llc | 275 092 | 0,70 | 17 276 | 8,40 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 84 | −1,18 | 5 | 25,00 | ||||
| 2025-07-17 | 13F | Park Place Capital Corp | 380 | −62,93 | 24 | −61,02 | ||||
| 2025-08-07 | 13F | Montag A & Associates Inc | 102 | 6 | ||||||
| 2025-07-25 | 13F | Endowment Wealth Management, Inc. | 24 979 | 25,08 | 1 569 | 34,59 | ||||
| 2025-08-11 | 13F | Sykon Capital Llc | 44 623 | 2 802 | ||||||
| 2025-05-12 | 13F | Sandy Spring Bank | 199 | 12 | ||||||
| 2025-08-08 | 13F | WASHINGTON TRUST Co | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | CogentBlue Wealth Advisors, LLC | 3 607 | −0,06 | 227 | 7,62 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 13 683 | −0,57 | 859 | 7,11 | ||||
| 2025-07-15 | 13F | Foster Victor Wealth Advisors, LLC | 61 188 | 3 848 | ||||||
| 2025-04-21 | 13F | Kingswood Wealth Advisors, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Actinver Wealth Management, Inc. | 5 792 | 5,93 | 364 | 13,79 | ||||
| 2025-07-22 | 13F | Mascoma Wealth Management LLC | 2 399 | 0,00 | 151 | 7,91 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-18 | 13F | Naples Global Advisors, Llc | 3 540 | −1,12 | 222 | 6,73 | ||||
| 2025-08-28 | 13F/A | Tolleson Wealth Management, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 20 368 | −10,08 | 1 279 | −3,18 | ||||
| 2025-08-01 | 13F | MorganRosel Wealth Management, LLC | 10 141 | 4,83 | 637 | 12,77 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 1 116 | 0,00 | 70 | 7,69 | ||||
| 2025-08-01 | 13F | Cedar Point Capital Partners, LLC | 3 194 | 201 | ||||||
| 2025-07-28 | NP | SPGEX - Symmetry Panoramic Global Equity Fund Class I Shares | 7 500 | 0,00 | 457 | 6,05 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-18 | 13F | Old North State Trust, LLC | 6 281 | −36,63 | 0 | |||||
| 2025-04-11 | 13F | Godsey & Gibb Associates | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 34 124 | −5,34 | 2 143 | 1,85 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 21 483 | −23,10 | 1 349 | −17,19 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 1 640 | −72,39 | 103 | −70,52 | ||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 89 | 1,14 | 6 | 0,00 | ||||
| 2025-04-23 | 13F | Mascagni Wealth Management, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 6 183 | 0 | ||||||
| 2025-07-18 | 13F | TPG Advisors LLC | 16 125 | 0,44 | 1 013 | 8,12 | ||||
| 2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Global Trust Asset Management, LLC | 3 | 0,00 | 0 | |||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 8 | 0,00 | 1 | |||||
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 5 474 | 3,46 | 344 | 11,36 | ||||
| 2025-08-01 | 13F | Banco Santander, S.A. | 264 448 | −0,30 | 16 607 | 7,32 | ||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 3 864 | 243 | ||||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 13 807 | 15,37 | 867 | 24,21 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 157 618 | −6,74 | 9 898 | 0,40 | ||||
| 2025-08-14 | 13F | 10Elms LLP | 94 | 0,00 | 6 | 0,00 | ||||
| 2025-07-30 | 13F | Evermay Wealth Management Llc | 406 | 0,74 | 26 | 8,70 | ||||
| 2025-05-14 | 13F | Jane Street Group, Llc | 0 | −100,00 | 0 | |||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 77 932 | −4,95 | 4 895 | 2,32 | ||||
| 2025-07-17 | 13F | Hanson & Doremus Investment Management | 329 | 0,00 | 0 | |||||
| 2025-07-11 | 13F | Lantz Financial LLC | 3 904 | −0,71 | 245 | 6,99 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 106 590 | −7,04 | 6 694 | 0,06 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 6 659 | −6,25 | 418 | 0,97 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 1 008 | 11,01 | 63 | 21,15 | ||||
| 2025-08-12 | 13F | Deutsche Bank Ag\ | 150 | 0,00 | 9 | 12,50 | ||||
| 2025-08-13 | 13F | Quadrature Capital Ltd | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Bryant Woods Investment Advisors, LLC | 3 487 | −2,81 | 219 | 4,78 | ||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 16 015 | −10,41 | 934 | −9,85 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 2 450 | 21,35 | 154 | 30,77 | ||||
| 2025-07-30 | 13F | Bleakley Financial Group, LLC | 60 194 | 3 780 | ||||||
| 2025-08-12 | 13F | Clearwater Capital Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 773 | 1,18 | 49 | 9,09 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Armbruster Capital Management, Inc. | 13 181 | 0,24 | 828 | 7,82 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 100 | 0,00 | 6 | 20,00 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 647 695 | 1,22 | 40 675 | 8,95 | ||||
| 2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 4 704 | 295 | ||||||
| 2025-07-25 | 13F | Stephens Consulting, LLC | 244 | 0,00 | 15 | 7,14 | ||||
| 2025-08-08 | 13F | Creative Planning | 159 097 | −6,40 | 9 991 | 0,76 | ||||
| 2025-08-14 | 13F | Godshalk Welsh Capital Management, Inc. | 7 800 | 0,00 | 490 | 7,47 | ||||
| 2025-07-21 | 13F | HighMark Wealth Management LLC | 293 | 0,00 | 18 | 5,88 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 39 857 | −38,60 | 2 503 | −33,91 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 27 676 | 0,05 | 2 | 0,00 | ||||
| 2025-07-25 | 13F | Northwest Capital Management Inc | 9 865 | −45,08 | 620 | −40,94 | ||||
| 2025-05-09 | 13F | NewEdge Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 50 603 | 613,72 | 3 178 | 669,25 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 11 | 1 | ||||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 79 | 0,00 | 5 | 0,00 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 1 350 | −58,90 | 85 | −56,02 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 1 778 | −15,93 | 112 | −9,02 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 8 763 | 3,61 | 550 | 11,56 | ||||
| 2025-05-02 | 13F | Transcendent Capital Group LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 192 | 3,78 | 12 | 20,00 | ||||
| 2025-07-28 | NP | SPGTX - Symmetry Panoramic Tax Managed Global Equity Fund Class I Shares | 1 000 | 0,00 | 61 | 5,26 | ||||
| 2025-07-23 | 13F | Prasad Wealth Partners, LLC | 4 173 | −2,68 | 262 | 4,80 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 24 029 | −1,76 | 1 509 | 5,82 | ||||
| 2025-04-23 | 13F | Pinnacle Bancorp, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-28 | NP | SPILX - Symmetry Panoramic International Equity Fund Class I Shares | 114 151 | −20,04 | 6 954 | −15,21 | ||||
| 2025-07-14 | 13F | Ridgewood Investments LLC | 2 238 | 0,00 | 141 | 7,69 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 6 894 | −2,30 | 433 | 5,11 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 2 762 | 223,42 | 173 | 253,06 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 366 | −30,29 | 23 | −26,67 | ||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 1 394 | 0,00 | 0 | |||||
| 2025-07-23 | 13F | Sachetta, LLC | 11 899 | −0,34 | 747 | 7,33 | ||||
| 2025-07-11 | 13F/A | Umb Bank N A/mo | 26 519 | −0,42 | 1 665 | 7,21 | ||||
| 2025-04-28 | 13F | Mainstream Capital Management LLC | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Bond & Devick Financial Network, Inc. | 11 867 | 0,00 | 745 | 7,66 | ||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 286 | 0,00 | 18 | 6,25 | ||||
| 2025-07-09 | 13F | Burt Wealth Advisors | 4 817 | 0,00 | 303 | 7,47 | ||||
| 2025-08-14 | 13F | Wilshire Associates Inc | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Aries Wealth Management | 7 167 | −39,66 | 450 | −34,97 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 75 | 368,75 | ||||||
| 2025-07-24 | 13F | Morton Brown Family Wealth, LLC | 5 461 | 0,00 | 343 | 7,55 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 2 029 | 127 | ||||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 36 796 | 9,46 | 2 311 | 17,80 | ||||
| 2025-08-07 | 13F | Brio Consultants, LLC | 196 971 | 1,44 | 12 370 | 9,20 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 2 705 | 37,17 | 170 | 46,96 | ||||
| 2025-07-09 | 13F | Pallas Capital Advisors LLC | 9 915 | −88,50 | 623 | −87,63 | ||||
| 2025-08-08 | 13F | Vestcor Inc | 312 760 | 45,43 | 20 | 58,33 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 2 447 393 | 4,33 | 153 696 | 12,31 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 7 619 | 1,76 | 478 | 9,63 | ||||
| 2025-07-08 | 13F | Webster Bank, N. A. | 5 672 | 0,00 | 356 | 7,88 | ||||
| 2025-08-11 | 13F | Bell Investment Advisors, Inc | 333 | 1,22 | 21 | 5,26 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 187 815 | −9,51 | 11 795 | −2,59 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 26 323 | −3,08 | 1 653 | 4,36 | ||||
| 2025-05-12 | 13F | Bristlecone Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 9 835 | 0,02 | 618 | 7,68 | ||||
| 2025-07-30 | 13F | Caliber Wealth Management, LLC / KS | 4 673 | −14,71 | 293 | −8,15 | ||||
| 2025-08-06 | NP | LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Growth ETF Allocation Managed Risk Fund Standard Class | 411 268 | −1,00 | 25 828 | 6,57 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 401 | 1,01 | 25 | 8,70 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 28 148 | 7,63 | 1 768 | 15,87 | ||||
| 2025-07-15 | 13F | Well Done, LLC | 84 266 | −6,70 | 5 292 | 1,03 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1 999 | 126 | ||||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 39 119 | −14,55 | 2 457 | −8,01 | ||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 2 831 | −4,49 | 178 | 2,91 | ||||
| 2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 25 493 | −5,03 | 1 601 | 2,24 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 90 | 0,00 | 6 | 0,00 | ||||
| 2025-06-24 | NP | TNIIX - 1290 Retirement 2020 Fund Class I | 31 | 0,00 | 2 | 0,00 | ||||
| 2025-08-13 | 13F | Financial Freedom, LLC | 130 | 0,00 | 8 | 14,29 | ||||
| 2025-08-12 | 13F | Rock Creek Group, LP | 36 900 | 2 215 | ||||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 1 697 902 | −1,18 | 106 781 | 6,53 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 9 006 | 0,75 | 566 | 8,45 | ||||
| 2025-06-24 | NP | TNLIX - 1290 Retirement 2035 Fund Class I | 309 | 0,00 | 18 | 0,00 | ||||
| 2025-07-25 | 13F | Iron Financial, LLC | 8 048 | 0,15 | 505 | 7,91 | ||||
| 2025-08-07 | 13F | Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 27 251 | 0,00 | 1 711 | 7,68 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 225 925 | −2,76 | 14 188 | 4,68 | ||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 23 501 | 0,31 | 1 468 | 7,39 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 4 643 | −41,41 | 292 | −37,01 | ||||
| 2025-05-15 | 13F | Rise Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Dakota Wealth Management | 23 195 | −11,67 | 1 457 | −4,96 | ||||
| 2025-08-08 | 13F | Atlantic Trust, LLC | 47 | 3 | ||||||
| 2025-08-27 | NP | TRANSAMERICA SERIES TRUST - Transamerica BlackRock Smart Beta 75 VP Service | 98 568 | −1,49 | 6 190 | 6,05 | ||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 17 760 | 0,01 | 1 115 | 7,63 | ||||
| 2025-08-05 | 13F | Mma Asset Management Llc | 3 819 | 0,50 | 240 | 8,14 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 76 939 | 0,03 | 4 832 | 7,67 | ||||
| 2025-07-10 | 13F | Anderson Hoagland & Co | 167 657 | 1,73 | 10 529 | 17,80 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 6 349 | 0,00 | 399 | 7,57 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 9 200 | 578 | |||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 6 767 | 425 | ||||||
| 2025-07-08 | 13F | Ballew Advisors, Inc | 3 215 | 204 | ||||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 10 305 | −4,43 | 645 | 2,38 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 159 | 0,00 | 10 | 0,00 | ||||
| 2025-08-14 | 13F | Aberdeen Wealth Management LLC | 16 575 | 0,00 | 1 041 | 7,66 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 1 594 | 0,00 | 100 | 8,70 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 4 812 | −11,04 | 302 | −4,13 | ||||
| 2025-06-24 | NP | TNJIX - 1290 Retirement 2025 Fund Class I | 18 | −25,00 | 1 | 0,00 | ||||
| 2025-05-16 | 13F | Laidlaw Wealth Management LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Toronto Dominion Bank | 0 | −100,00 | 0 | |||||
| 2025-06-24 | NP | TNKIX - 1290 Retirement 2030 Fund Class I | 252 | 0,00 | 15 | 0,00 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 15 650 | −1,76 | 983 | 5,71 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 4 247 | 267 | ||||||
| 2025-06-24 | NP | TNOIX - 1290 Retirement 2045 Fund Class I | 725 | 0,00 | 43 | 2,38 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 56 422 | 0,03 | 3 543 | 6,33 | ||||
| 2025-08-13 | 13F | Vermillion & White Wealth Management Group, LLC | 324 | 0,31 | 20 | 11,11 | ||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 12 814 | −28,91 | 805 | −23,50 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 284 978 | −4,65 | 17 897 | 2,64 | ||||
| 2025-07-17 | 13F | Wolff Wiese Magana Llc | 185 | 0,00 | 12 | 10,00 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 24 939 | −5,60 | 1 566 | 1,62 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 22 379 | 3,07 | 1 405 | 10,98 | ||||
| 2025-07-15 | 13F | Carr Financial Group Corp | 22 720 | 1,02 | 1 427 | 8,69 | ||||
| 2025-08-05 | 13F | Tsfg, Llc | 1 837 | 0,00 | 0 | |||||
| 2025-07-31 | 13F | Kathleen S. Wright Associates Inc. | 12 924 | −18,56 | 812 | −12,32 | ||||
| 2025-08-07 | 13F | Cumberland Advisors Inc | 4 270 | 0,00 | 268 | 7,63 | ||||
| 2025-08-12 | 13F | Fairscale Capital, LLC | 305 | 0,00 | 19 | 5,88 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 91 312 | −7,19 | 5 734 | −0,09 | ||||
| 2025-07-10 | 13F | YHB Investment Advisors, Inc. | 46 640 | 6,80 | 2 929 | 14,96 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 1 014 | 589,80 | 64 | 800,00 | ||||
| 2025-08-07 | 13F | Summit X, LLC | 4 780 | 4,57 | 300 | 12,78 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 335 762 | 28,03 | 21 086 | 37,81 | ||||
| 2025-07-29 | 13F | LMG Wealth Partners, LLC | 62 163 | −0,65 | 3 904 | 6,93 | ||||
| 2025-06-24 | NP | TNNIX - 1290 Retirement 2040 Fund Class I | 641 | 0,00 | 38 | 2,70 | ||||
| 2025-07-14 | 13F | Foster Group, Inc. | 14 011 | 2,29 | 880 | 10,01 | ||||
| 2025-07-30 | 13F | Securian Asset Management, Inc | 242 456 | 0,00 | 15 226 | 7,65 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 16 404 | −7,59 | 1 030 | 0,10 | ||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 36 490 | 5,34 | 2 292 | 13,42 | ||||
| 2025-08-14 | 13F | City National Bank Of Florida /msd | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Columbus Macro, LLC | 4 393 | −24,88 | 276 | −19,35 | ||||
| 2025-08-14 | 13F | Transamerica Financial Advisors, Inc. | 6 292 | −6,40 | 395 | |||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 83 217 | 16,54 | 5 226 | 25,47 | ||||
| 2025-07-22 | 13F | Plimoth Trust Co Llc | 31 428 | −0,80 | 1 974 | 6,76 | ||||
| 2025-08-13 | 13F | Kayne Anderson Rudnick Investment Management Llc | 1 327 | 0,00 | 83 | 7,79 | ||||
| 2025-08-01 | 13F | Chilton Capital Management Llc | 1 320 | 0,00 | 83 | 6,49 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 16 554 | −19,86 | 1 040 | −13,78 | ||||
| 2025-07-10 | 13F | Farmers & Merchants Trust Co of Chambersburg PA | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 17 261 | −0,74 | 1 084 | 6,90 | ||||
| 2025-05-08 | 13F | Endeavor Private Wealth, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Jmac Enterprises Llc | 119 292 | 3,40 | 7 492 | 11,31 | ||||
| 2025-07-23 | 13F | Friedenthal Financial | 99 246 | −0,92 | 6 233 | 6,66 | ||||
| 2025-07-08 | 13F | Lowe Wealth Advisors, LLC | 245 | 0,00 | 15 | 7,14 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 18 993 | 5,04 | 1 193 | 13,09 | ||||
| 2025-07-29 | 13F | Arcus Capital Partners, LLC | 6 412 | −0,28 | 403 | 7,20 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 25 403 | 1,48 | 1 595 | 9,25 | ||||
| 2025-08-05 | 13F | Magnolia Capital Advisors Llc | 6 963 | 13,46 | 437 | 22,07 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 1 893 | 53,78 | 119 | 66,20 | ||||
| 2025-06-24 | NP | TNQIX - 1290 Retirement 2055 Fund Class I | 826 | 0,00 | 49 | 2,08 | ||||
| 2025-07-24 | 13F | Beacon Bridge Wealth Partners, LLC | 110 936 | 3,16 | 6 967 | 11,05 | ||||
| 2025-07-29 | 13F | John G Ullman & Associates Inc | 5 350 | 0,00 | 336 | 7,37 | ||||
| 2025-08-13 | 13F | Idaho Trust Bank | 68 315 | −1,98 | 4 289 | 5,51 | ||||
| 2025-07-24 | 13F | Lester Murray Antman dba SimplyRich | 253 407 | −1,58 | 16 | 0,00 | ||||
| 2025-07-17 | 13F | Johnson & White Wealth Management, LLC | 30 536 | 3,93 | 2 | 0,00 | ||||
| 2025-08-14 | 13F | Daiwa Securities Group Inc. | 20 900 | −11,81 | 1 | 0,00 | ||||
| 2025-07-23 | 13F | Heck Capital Advisors, LLC | 5 677 | 357 | ||||||
| 2025-05-02 | 13F | Cable Hill Partners, LLC | 5 476 | 18,45 | 326 | 21,27 | ||||
| 2025-07-25 | 13F | RHS Financial, LLC | 27 570 | 14,22 | 1 731 | 22,94 | ||||
| 2025-08-04 | 13F | Heritage Investors Management Corp | 3 400 | 0 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 21 164 | 39,23 | 1 325 | 49,44 | ||||
| 2025-08-12 | 13F | Journey Strategic Wealth Llc | 42 289 | −5,30 | 2 656 | 1,92 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 199 | 12 | ||||||
| 2025-07-18 | 13F | Truist Financial Corp | 59 936 | −5,34 | 3 764 | 1,87 | ||||
| 2025-07-31 | 13F | Whipplewood Advisors, LLC | 21 337 | 11 249,47 | 1 340 | 6,78 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 2 046 | 0,00 | 128 | 7,56 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 2 730 404 | 8,19 | 171 469 | 16,46 | ||||
| 2025-07-21 | 13F | Hilltop National Bank | 34 679 | −3,37 | 2 178 | 4,61 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 244 | 15 | ||||||
| 2025-07-16 | 13F | Investment Partners Asset Management, Inc. | 19 705 | 0,45 | 1 237 | 8,13 | ||||
| 2025-07-18 | 13F | O'ROURKE & COMPANY, Inc | 4 776 | 0,78 | 300 | 8,33 | ||||
| 2025-08-07 | 13F | Tacita Capital Inc | 735 | −55,72 | 46 | −52,08 | ||||
| 2025-08-14 | 13F | Alaska Permanent Fund Corp | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Atlas Legacy Advisors, LLC | 14 195 | 10,70 | 891 | 18,17 | ||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 107 | 0,00 | 7 | 0,00 | ||||
| 2025-08-14 | 13F | Mission Creek Capital Partners, Inc. | 8 780 | 0,70 | 551 | 8,46 | ||||
| 2025-07-18 | 13F | Parsons Capital Management Inc/ri | 4 722 | 0,00 | 297 | 7,64 | ||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 4 084 | 4,61 | 256 | 12,78 | ||||
| 2025-07-28 | 13F | Ckw Financial Group | 412 | 0,00 | 0 | |||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 630 | 0,16 | 40 | 8,33 | ||||
| 2025-07-28 | 13F | Rik Saylor Financial, Inc. | 4 729 | −0,30 | 297 | 7,25 | ||||
| 2025-07-29 | 13F | Activest Wealth Management | 0 | 0 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 189 666 | −2,81 | 11 911 | 4,61 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 43 729 | 2,97 | 2 746 | 10,86 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 6 575 | 413 | ||||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 3 241 | −7,77 | 204 | −0,98 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 36 926 | 58,73 | 2 319 | 70,82 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 267 436 | −4,41 | 17 | 0,00 | ||||
| 2025-08-04 | 13F | Clear Investment Research, Llc | 4 017 | 0,27 | 252 | 8,15 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 28 845 | −2,66 | 2 | 0,00 | ||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 167 | 1,21 | 11 | 11,11 | ||||
| 2025-04-21 | 13F | PSI Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Frontier Asset Management, LLC | 156 619 | −8,17 | 9 836 | −1,15 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 841 | 0,00 | 53 | 6,12 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 7 343 | 351,60 | 461 | 390,43 | ||||
| 2025-07-11 | 13F | Grove Bank & Trust | 132 | 8 | ||||||
| 2025-07-30 | 13F | Whittier Trust Co | 11 547 | 0,87 | 725 | 8,70 | ||||
| 2025-05-14 | 13F | Main Street Group, LTD | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 57 571 | 1,03 | 3 615 | 8,75 | ||||
| 2025-08-11 | 13F | Shufro Rose & Co Llc | 5 504 | −0,40 | 321 | −0,31 | ||||
| 2025-08-11 | 13F | Bellwether Advisors, LLC | 10 419 | 1,34 | 654 | 9,18 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 26 940 | −3,71 | 1 692 | 3,62 | ||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 12 874 | −0,59 | 809 | 7,02 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 15 978 | 1 003 | ||||||
| 2025-07-17 | 13F | Alpine Bank Wealth Management | 423 | 27 | ||||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 438 | 0,00 | 28 | 8,00 | ||||
| 2025-05-16 | 13F/A | Kestra Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 468 | 3 020,00 | 29 | |||||
| 2025-07-15 | 13F | Patriot Investment Management Inc. | 8 136 | −2,12 | 511 | 5,37 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 581 | −5,22 | 36 | 2,86 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 606 | 10,99 | 38 | 22,58 | ||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 4 844 | 0,00 | 304 | 7,80 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 5 250 | −64,74 | 330 | −62,10 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 74 777 | 289,28 | 4 696 | 319,20 | ||||
| 2025-07-24 | 13F | Riverchase Wealth Management, Llc | 12 718 | 0,00 | 799 | 7,69 | ||||
| 2025-07-28 | 13F | Private Wealth Asset Management, LLC | 2 970 | 0,00 | 187 | 7,51 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 199 | −80,72 | 12 | −80,00 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 10 900 | 685 | ||||||
| 2025-08-07 | 13F | Allworth Financial LP | 3 008 | −2,50 | 189 | 3,30 | ||||
| 2025-04-23 | 13F | New World Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 7 393 | 5,57 | 464 | 14,29 | ||||
| 2025-07-22 | 13F | BridgePort Financial Solutions, LLC | 7 796 | 4,56 | 490 | 12,41 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 8 578 | −1,58 | 539 | 5,91 | ||||
| 2025-08-27 | NP | TRANSAMERICA SERIES TRUST - Transamerica BlackRock Smart Beta 50 VP Service | 178 181 | −2,11 | 11 190 | 5,37 | ||||
| 2025-08-01 | 13F | Teacher Retirement System Of Texas | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 494 | −56,40 | 31 | −53,03 | ||||
| 2025-07-07 | 13F | Retirement Wealth Solutions LLC | 1 | 0,00 | 0 | |||||
| 2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Venturi Wealth Management, LLC | 304 298 | 173,56 | 19 110 | 194,48 | ||||
| 2025-07-10 | 13F | Cypress Point Wealth Management, LLC | 4 460 | 0,00 | 280 | 7,69 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 10 636 | 0,66 | 668 | 8,28 |
