Grundläggande statistik
| Institutionella ägare | 225 total, 225 long only, 0 short only, 0 long/short - change of 7,66% MRQ |
| Genomsnittlig portföljallokering | 0.1139 % - change of −3,19% MRQ |
| Institutionella aktier (lång) | 13 305 406 (ex 13D/G) - change of 0,06MM shares 0,45% MRQ |
| Institutionellt värde (lång) | $ 464 932 USD ($1000) |
Institutionellt ägande och aktieägare
SPDR Index Shares Funds - SPDR S&P International Small Cap ETF (US:GWX) har 225 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 13,305,406 aktier. Största aktieägare inkluderar LPL Financial LLC, Envestnet Asset Management Inc, Bank Of America Corp /de/, Cetera Investment Advisers, Advisor Group Holdings, Inc., Envestnet Portfolio Solutions, Inc., Assetmark, Inc, BRYN MAWR TRUST Co, Wells Fargo & Company/mn, and Savant Capital, LLC .
SPDR Index Shares Funds - SPDR S&P International Small Cap ETF (ARCA:GWX) 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 17, 2025 is 40,34 / share. Previously, on September 18, 2024, the share price was 33,01 / share. This represents an increase of 22,21% 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
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.
| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-19 | 13F | Asset Dedication, LLC | 9 468 | −3,82 | 352 | 12,10 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 476 677 | −7,15 | 17 723 | 8,01 | ||||
| 2025-05-12 | 13F | Operose Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Mill Creek Capital Advisors, LLC | 47 111 | 0,00 | 1 752 | 16,35 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 642 | 24 | ||||||
| 2025-07-30 | 13F | Wallace Advisory Group, LLC | 7 075 | 0,81 | 226 | 4,15 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 200 | 0,00 | 7 | 16,67 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 42 | 0,00 | 2 | 0,00 | ||||
| 2025-08-08 | 13F | Austin Wealth Management, LLC | 6 847 | −65,61 | 255 | −61,60 | ||||
| 2025-08-08 | 13F | Accredited Investors Inc. | 42 965 | 0,00 | 1 597 | 16,31 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-05-02 | 13F | First Command Advisory Services, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Apeiron RIA LLC | 5 630 | 209 | ||||||
| 2025-07-17 | 13F | Raleigh Capital Management Inc. | 31 623 | −2,17 | 1 176 | 13,75 | ||||
| 2025-08-15 | 13F | Fsb Premier Wealth Management, Inc. | 22 655 | −1,36 | 842 | 14,71 | ||||
| 2025-04-22 | 13F | Castleview Partners, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Farmers & Merchants Investments Inc | 360 | 0,00 | 13 | 18,18 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 51 238 | −1,39 | 1 905 | 14,76 | ||||
| 2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 1 981 | 26,82 | 74 | 48,98 | ||||
| 2025-07-09 | 13F | Seaside Wealth Management, Inc. | 12 606 | 1,33 | 469 | 17,88 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 103 | 0,00 | 4 | 0,00 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 63 | 0,00 | 2 | 0,00 | ||||
| 2025-07-11 | 13F | International Private Wealth Advisors LLC | 11 541 | 1,50 | 429 | 18,18 | ||||
| 2025-08-14 | 13F | Betterment LLC | 8 916 | −29,99 | 0 | |||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 61 | 0,00 | 2 | 100,00 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 6 040 | −87,88 | 0 | −100,00 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 7 741 | 0,00 | 288 | 16,19 | ||||
| 2025-07-18 | 13F | Institute for Wealth Management, LLC. | 5 405 | 201 | ||||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 36 241 | −2,37 | 1 347 | 13,58 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 702 | 26 | ||||||
| 2025-07-31 | 13F | Sage Mountain Advisors LLC | 1 198 | 0,00 | 45 | 15,79 | ||||
| 2025-08-05 | 13F | Lifeworks Advisors, LLC | 8 637 | −5,64 | 321 | 9,93 | ||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 3 825 | 0,00 | 0 | |||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 104 | −85,43 | 4 | −86,36 | ||||
| 2025-08-01 | 13F | Austin Private Wealth, LLC | 152 937 | 23,88 | 5 686 | 44,13 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 153 | −20,31 | 6 | −16,67 | ||||
| 2025-08-15 | 13F | Keel Point, LLC | 5 473 | 203 | ||||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 75 638 | −0,95 | 2 812 | 15,25 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 29 359 | 8,88 | 938 | 12,34 | ||||
| 2025-08-08 | 13F | Hibernia Wealth Partners, LLC | 9 978 | 371 | ||||||
| 2025-07-16 | 13F/A | CX Institutional | 177 420 | 0,00 | 7 | 20,00 | ||||
| 2025-08-11 | 13F | Bellwether Advisors, LLC | 100 | 0,00 | 4 | 0,00 | ||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 126 | 5 | ||||||
| 2025-07-17 | 13F | Worth Financial Advisory Group, LLC | 7 440 | −7,00 | 277 | 8,24 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 2 161 | 13,74 | 80 | 33,33 | ||||
| 2025-07-21 | 13F | Fortis Capital Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 2 245 | −1,01 | 83 | 13,70 | ||||
| 2025-08-05 | 13F | Landmark Wealth Management, Inc. | 68 276 | −1,12 | 2 539 | 15,05 | ||||
| 2025-07-07 | 13F | Discipline Wealth Solutions, LLC | 8 130 | 302 | ||||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 7 534 | −54,52 | 280 | −47,07 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 6 064 | −9,34 | 225 | 5,63 | ||||
| 2025-08-05 | 13F | Mason Investment Advisory Services, Inc. | 6 149 | −16,18 | 229 | −2,56 | ||||
| 2025-07-10 | 13F | Global Financial Private Client, LLC | 15 206 | 4,54 | 565 | 21,77 | ||||
| 2025-07-25 | 13F | GFS Advisors, LLC | 12 216 | 454 | ||||||
| 2025-07-25 | 13F | Cwm, Llc | 2 949 | −1,27 | 0 | |||||
| 2025-08-11 | 13F | Berkeley, Inc | 5 892 | 219 | ||||||
| 2025-08-14 | 13F | Murphy & Mullick Capital Management Corp | 4 | 0,00 | 0 | |||||
| 2025-07-30 | 13F | Probity Advisors, Inc. | 28 138 | −0,75 | 1 046 | 15,45 | ||||
| 2025-05-16 | 13F/A | Kestra Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Allworth Financial LP | 2 579 | −24,35 | 96 | −15,93 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 2 | 0,00 | 0 | |||||
| 2025-07-09 | 13F | VisionPoint Advisory Group, LLC | 18 093 | 673 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 70 695 | −5,08 | 2 628 | 10,42 | ||||
| 2025-04-23 | 13F | Mascagni Wealth Management, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 520 824 | 29,06 | 18 891 | 46,49 | ||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 306 701 | 33,41 | 11 403 | 55,21 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 138 312 | 2,01 | 5 142 | 18,67 | ||||
| 2025-05-15 | 13F | Integrated Wealth Concepts LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Valtinson Bruner Financial Planning LLC | 8 957 | −4,17 | 333 | 11,74 | ||||
| 2025-07-15 | 13F | McAdam, LLC | 87 208 | 44,65 | 3 242 | 68,33 | ||||
| 2025-07-24 | 13F | Lmcg Investments, Llc | 45 200 | 0,00 | 1 681 | 16,34 | ||||
| 2025-08-11 | 13F | One Capital Management, LLC | 14 748 | −8,37 | 548 | 6,61 | ||||
| 2025-07-10 | 13F | Financial Management Network Inc | 6 419 | 240 | ||||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 1 166 | 43 | ||||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 6 388 | 0,00 | 238 | 16,18 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 4 320 | 0,00 | 161 | 15,94 | ||||
| 2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 57 729 | 37,61 | 2 146 | 65,20 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 37 222 | 2,88 | 1 384 | 19,64 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 206 236 | 6,83 | 7 668 | 24,26 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 278 | 0,00 | 10 | 25,00 | ||||
| 2025-05-14 | 13F | Caitlin John, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Accurate Wealth Management, LLC | 6 982 | 263 | ||||||
| 2025-04-22 | 13F | Wolff Wiese Magana Llc | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 2 038 | −26,85 | 76 | −15,73 | ||||
| 2025-07-29 | 13F | Kraft, Davis & Associates, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-30 | 13F | Weil Company, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-08 | 13F | Advance Capital Management, Inc. | 8 317 | 0,04 | 309 | 16,60 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 1 016 | −69,63 | 38 | −65,42 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 83 431 | −5,37 | 3 | 50,00 | ||||
| 2025-08-14 | 13F | AllSquare Wealth Management LLC | 465 | 0,00 | 17 | 21,43 | ||||
| 2025-08-12 | 13F | Richard W. Paul & Associates, LLC | 3 656 | −10,39 | 136 | 3,85 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 46 312 | 1 722 | ||||||
| 2025-08-11 | 13F | Portside Wealth Group, LLC | 21 167 | 7,34 | 787 | 24,76 | ||||
| 2025-07-16 | 13F | American National Bank | 565 | 0,00 | 21 | 16,67 | ||||
| 2025-04-28 | 13F | Redmont Wealth Advisors Llc | 15 | 0 | ||||||
| 2025-08-04 | 13F | Family Wealth Group, LLC | 6 082 | 226 | ||||||
| 2025-07-14 | 13F | Maryland Capital Advisors Inc. | 253 | 0,00 | 9 | 12,50 | ||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 19 153 | 3,05 | 712 | 19,87 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 5 848 | 218 | ||||||
| 2025-05-12 | 13F | Aveo Capital Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Omega Financial Group, LLC | 6 448 | 1,32 | 240 | 17,73 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 652 | 35,27 | 24 | 60,00 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 3 528 | 14,40 | 131 | 31,31 | ||||
| 2025-08-14 | 13F | Stonehaven Wealth & Tax Solutions, Llc | 44 572 | −1,59 | 1 657 | 14,51 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Urban Financial Advisory Corp | 13 466 | 1,32 | 501 | 17,92 | ||||
| 2025-07-15 | 13F | Ballentine Partners, LLC | 55 535 | 0,00 | 2 065 | 16,35 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 16 925 | −8,22 | 629 | 6,79 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 18 672 | 694 | ||||||
| 2025-07-16 | 13F | TCI Wealth Advisors, Inc. | 8 318 | −4,61 | 309 | 11,15 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 100 | 4 | ||||||
| 2025-08-13 | 13F | Safe Harbor Fiduciary, LLC | 261 | 15,49 | 10 | 28,57 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 16 883 | −0,62 | 603 | 9,24 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 21 113 | −11,92 | 785 | 2,35 | ||||
| 2025-07-28 | 13F | Frazier Financial Advisors, LLC | 116 | 0,87 | 4 | 33,33 | ||||
| 2025-07-02 | 13F | Boston Standard Wealth Management, LLC | 10 016 | −1,84 | 372 | 14,81 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 835 741 | −3,79 | 31 073 | 11,93 | ||||
| 2025-07-25 | 13F | Landmark Wealth Management, LLC | 10 251 | 2,13 | 0 | |||||
| 2025-07-29 | 13F | Balboa Wealth Partners | 6 500 | −8,66 | 242 | 6,17 | ||||
| 2025-08-07 | 13F | Efficient Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Mariner, LLC | 17 200 | 1,19 | 640 | 17,68 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 61 115 | 8,30 | 2 272 | 26,01 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 15 879 | −5,85 | 590 | 9,46 | ||||
| 2025-08-14 | 13F | Wellington Management Group Llp | 18 299 | −19,94 | 680 | −6,85 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 1 295 | 0,39 | 48 | 17,07 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 214 836 | 1,65 | 8 | 16,67 | ||||
| 2025-07-21 | 13F | Ascent Group, LLC | 13 895 | −13,11 | 517 | 0,98 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 16 262 | −11,48 | 605 | 2,90 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 30 424 | −0,65 | 1 131 | 15,64 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 86 906 | −3,56 | 3 231 | 12,23 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 1 689 | −0,30 | 63 | 14,81 | ||||
| 2025-08-14 | 13F | Novus Advisors, Llc | 17 772 | −3,44 | 661 | 12,24 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 4 194 | −7,11 | 156 | 7,64 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 5 784 | −70,60 | 215 | −65,76 | ||||
| 2025-08-14 | 13F | Sentinus, LLC | 18 044 | −2,53 | 671 | 13,37 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 6 454 | −0,14 | 240 | 16,02 | ||||
| 2025-07-25 | 13F | Richardson Financial Services Inc. | 20 674 | −9,87 | 768 | 4,64 | ||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 22 606 | 11,83 | 840 | 30,03 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 21 745 | −15,08 | 808 | −1,22 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 18 248 | 83,62 | 1 | |||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 610 | −74,11 | 19 | −73,97 | ||||
| 2025-08-07 | 13F | Commerce Bank | 222 886 | −13,08 | 8 287 | 1,11 | ||||
| 2025-08-05 | 13F | Cassaday & Co Wealth Management LLC | 23 168 | 0,00 | 861 | 16,35 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 13 723 | 0,00 | 510 | 16,44 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 10 329 | −90,90 | 384 | −89,08 | ||||
| 2025-08-13 | 13F | Virtue Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Fmr Llc | 139 703 | 196,72 | 5 194 | 245,35 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 42 707 | 0,45 | 1 588 | 16,86 | ||||
| 2025-07-29 | 13F | Aspiriant, Llc | 6 294 | 0,00 | 234 | 16,42 | ||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 2 132 | 0,00 | 79 | 16,18 | ||||
| 2025-07-17 | 13F | Eclectic Associates Inc /adv | 8 364 | −16,67 | 311 | −3,12 | ||||
| 2025-08-11 | 13F | Outlook Wealth Advisors, LLC | 10 573 | −8,31 | 393 | 6,79 | ||||
| 2025-08-13 | 13F | Tobias Financial Advisors, Inc. | 101 156 | −6,62 | 3 761 | 8,61 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 55 228 | 4,86 | 2 | 100,00 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 1 904 | 0,00 | 71 | 16,67 | ||||
| 2025-04-15 | 13F | Corrigan Financial, Inc. | 296 834 | −0,60 | 9 487 | 2,52 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-14 | 13F | Iams Wealth Management, Llc | 7 825 | −2,18 | 291 | 13,73 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 12 516 | −6,53 | 465 | 8,90 | ||||
| 2025-07-18 | 13F | First Pacific Financial | 155 | 6 | ||||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 126 | 5 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 140 106 | −0,48 | 5 209 | 15,78 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 497 297 | −8,12 | 18 490 | 6,89 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 198 | −12,00 | 7 | 0,00 | ||||
| 2025-08-14 | 13F | Advisor OS, LLC | 17 998 | 669 | ||||||
| 2025-07-31 | 13F | BIP Wealth, LLC | 114 215 | 1,18 | 4 247 | 17,72 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 32 407 | 0,00 | 1 205 | 16,33 | ||||
| 2025-07-09 | 13F | Alesco Advisors Llc | 29 228 | −0,49 | 1 087 | 15,78 | ||||
| 2025-04-21 | 13F | PSI Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Moisand Fitzgerald Tamayo, LLC | 3 213 | −2,49 | 119 | 13,33 | ||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 227 618 | −19,70 | 8 463 | −6,59 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 117 | 0,00 | 0 | |||||
| 2025-07-07 | 13F | Upper Left Wealth Management, LLC | 30 978 | −7,34 | 1 152 | 7,77 | ||||
| 2025-08-11 | 13F | Covestor Ltd | 145 | 195,92 | 0 | |||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 3 750 | 3,05 | 139 | 24,11 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 348 | 13 | ||||||
| 2025-08-13 | 13F | Quadrant Capital Group Llc | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | RTD Financial Advisors, Inc. | 131 301 | −0,24 | 4 882 | 16,05 | ||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 16 769 | −24,21 | 623 | −11,88 | ||||
| 2025-07-16 | 13F | Vestia Personal Wealth Advisors | 14 123 | −0,56 | 525 | 15,89 | ||||
| 2025-07-24 | 13F | CarsonAllaria Wealth Management, Ltd. | 105 133 | −10,43 | 3 909 | 4,19 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 355 986 | 37,36 | 13 236 | 59,80 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 38 453 | −3,04 | 1 430 | 12,79 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 71 486 | 2 658 | ||||||
| 2025-08-28 | NP | GAL - SPDR SSGA Global Allocation ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 210 260 | −7,92 | 7 817 | 7,13 | ||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 203 448 | −40,52 | 7 564 | −30,80 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 30 411 | −3,74 | 1 131 | 11,99 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 22 508 | −8,00 | 843 | 7,81 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 52 073 | −4,76 | 1 936 | 10,82 | ||||
| 2025-08-14 | 13F | Cardiff Park Advisors, Llc | 39 | 0,00 | 1 | 0,00 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 33 767 | 15,01 | 1 255 | 33,80 | ||||
| 2025-07-28 | 13F | Copia Wealth Management | 696 | 0,00 | 26 | 13,64 | ||||
| 2025-08-08 | 13F | Creative Planning | 311 864 | −4,51 | 11 595 | 11,08 | ||||
| 2025-08-19 | 13F/A | Pitcairn Co | 10 237 | 0,00 | 381 | 16,21 | ||||
| 2025-07-09 | 13F | Brand Asset Management Group, Inc. | 18 359 | −1,61 | 683 | 14,43 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 29 296 | −88,01 | 1 089 | −86,06 | ||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Lockerman Financial Group, Inc. | 11 769 | 4,61 | 438 | 21,73 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 603 490 | −0,32 | 22 438 | 15,95 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 46 | 0,00 | 2 | 0,00 | ||||
| 2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-08 | 13F | Apella Capital, LLC | 6 477 | 239 | ||||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 32 677 | −1,16 | 1 215 | 14,96 | ||||
| 2025-04-29 | 13F | Capital Investment Advisory Services, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 262 698 | −1,36 | 9 767 | 14,76 | ||||
| 2025-07-23 | 13F | REAP Financial Group, LLC | 136 | 0,00 | 5 | 25,00 | ||||
| 2025-07-29 | 13F | Werba Rubin Papier Wealth Management | 17 219 | 0,54 | 640 | 17,00 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 355 037 | 409,49 | 13 200 | 492,73 | ||||
| 2025-07-22 | 13F | Aspire Private Capital, LLC | 72 085 | −7,72 | 2 680 | 7,37 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 650 | 0,00 | 24 | 20,00 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 523 940 | −1,15 | 19 480 | 14,99 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 233 305 | 27,54 | 8 689 | 48,63 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 12 371 | 1,26 | 460 | 17,69 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 63 789 | −45,88 | 2 372 | −37,06 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 1 133 309 | 1,43 | 42 136 | 17,99 | ||||
| 2025-07-17 | 13F | Eagle Bluffs Wealth Management LLC | 99 895 | 0,02 | 3 714 | 16,35 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 0 | −100,00 | 0 | |||||
| 2025-04-23 | 13F | Bessemer Group Inc | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | MAI Capital Management | 107 879 | −1,73 | 4 011 | 14,31 | ||||
| 2025-07-25 | 13F | PrairieView Partners, LLC | 914 | 0,00 | 0 | |||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 23 456 | −35,75 | 872 | −25,21 | ||||
| 2025-08-27 | NP | FFOX - FundX Future Fund Opportunities ETF | 1 545 | 57 | ||||||
| 2025-07-15 | 13F | Mather Group, Llc. | 30 941 | −2,94 | 1 150 | 12,97 | ||||
| 2025-08-07 | 13F | Addison Advisors LLC | 81 | 3 | ||||||
| 2025-08-12 | 13F | JMG Financial Group, Ltd. | 6 329 | 0,00 | 235 | 16,34 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Chilton Capital Management Llc | 243 | 0,00 | 9 | 28,57 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 84 847 | 10,99 | 3 155 | 29,10 | ||||
| 2025-07-21 | 13F | Quent Capital, LLC | 9 694 | −5,38 | 360 | 10,09 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 137 957 | 0,10 | 5 129 | 16,46 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 512 248 | 7,22 | 19 045 | 24,74 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 21 766 | 0,61 | 809 | 17,08 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 1 028 | 12,97 | 38 | 31,03 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 140 | 0,00 | 5 | 25,00 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 142 208 | 13,67 | 5 | 66,67 | ||||
| 2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 22 785 | −20,96 | 847 | −8,03 | ||||
| 2025-08-06 | 13F | Wsfs Capital Management, Llc | 29 143 | −26,85 | 1 084 | −14,93 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 27 264 | 148,92 | 1 014 | 189,43 | ||||
| 2025-07-10 | 13F | Umb Bank N A/mo | 1 600 | 0,00 | 51 | 0,00 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 16 823 | −4,10 | 625 | 11,61 | ||||
| 2025-08-14 | 13F | Comerica Bank | 2 898 | 369,69 | 108 | 463,16 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 7 192 | −11,28 | 0 | |||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 49 525 | −1,86 | 1 841 | 13,36 | ||||
| 2025-07-15 | 13F | Norden Group Llc | 8 555 | 318 | ||||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 15 077 | −0,97 | 561 | 15,23 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 10 585 | 0,00 | 394 | 16,27 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 6 754 | 251 | ||||||
| 2025-08-12 | 13F | Change Path, LLC | 27 738 | −0,31 | 1 031 | 15,97 | ||||
| 2025-07-22 | 13F | USAdvisors Wealth Management, LLC | 6 988 | −0,10 | 0 | |||||
| 2025-07-29 | 13F | Private Trust Co Na | 170 | −10,05 | 6 | 0,00 |
