Grundläggande statistik
| Institutionella ägare | 254 total, 254 long only, 0 short only, 0 long/short - change of 13,33% MRQ |
| Genomsnittlig portföljallokering | 0.4470 % - change of −10,03% MRQ |
| Institutionella aktier (lång) | 75 111 181 (ex 13D/G) - change of 7,94MM shares 11,83% MRQ |
| Institutionellt värde (lång) | $ 1 562 540 USD ($1000) |
Institutionellt ägande och aktieägare
iShares Trust - iShares iBonds Dec 2030 Term Corporate ETF (US:IBDV) har 254 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 75,111,181 aktier. Största aktieägare inkluderar Aptus Capital Advisors, LLC, DRSK - Aptus Defined Risk ETF, Bank Of America Corp /de/, Capital Investment Advisors, LLC, Capital Advisors Inc/ok, Mercer Global Advisors Inc /adv, Morgan Stanley, Envestnet Asset Management Inc, Wells Fargo & Company/mn, and Raymond James Financial Inc .
iShares Trust - iShares iBonds Dec 2030 Term Corporate ETF (ARCA:IBDV) 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 11, 2025 is 22,21 / share. Previously, on September 12, 2024, the share price was 22,14 / share. This represents an increase of 0,32% over that period.
Fondsentimentets poäng
Fondsentimentet poängen(fka Ägarackumulation-poäng) visar vilka aktier som är mest köpta av fonder. Det är resultatet av en sofistikerad kvantitativ flerfaktormodell som identifierar företag med de högsta nivåerna av institutionell ackumulering. Poängsättningsmodellen använder en kombination av den totala ökningen av redovisade ägare, förändringarna i portföljallokeringarna för dessa ägare och andra mått. Siffran sträcker sig från 0 till 100, där högre siffror indikerar en högre nivå av ackumulering i förhållande till sina konkurrenter, och 50 är genomsnittet.
Uppdateringsfrekvens: Dagligen
Se Ownership Explorer, som innehåller en lista över de högst rankade företagen.
Institutionell sälj/köp-kvot
Förutom att rapportera vanliga eget kapital- och skuldemissioner måste institutioner med mer än 100MM tillgångar under förvaltning också avslöja sina innehav av sälj- och köpoptioner. Eftersom säljoptioner i allmänhet indikerar ett negativt sentiment och köpoptioner indikerar ett positivt sentiment, kan vi få en uppfattning om det övergripande institutionella sentimentet genom att plotta förhållandet mellan säljoptioner och köpoptioner. Diagrammet till höger visar det historiska förhållandet mellan sälj- och köpoptioner för detta instrument.
Genom att använda sälj/köp-kvoten som en indikator på aktieägarnas sentiment undviker man en av de största bristerna med att använda det totala institutionella ägandet, nämligen att en betydande del av de förvaltade tillgångarna investeras passivt för att följa index. Passivt förvaltade fonder köper vanligtvis inte optioner, så indikatorn för sälj/köp-kvoten ger en bättre bild av stämningen i aktivt förvaltade fonder.
13F- och NPORT-arkiveringar
Detaljer om 13F-arkiveringar är gratis. Detaljer om NP-arkiveringar kräver ett premiummedlemskap. Gröna rader indikerar nya positioner. Röda rader indikerar stängda positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
Uppgradera
för att låsa upp premiumdata och exportera till Excel 
.
| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 635 948 | 2,83 | 14 | 0,00 | ||||
| 2025-04-15 | 13F | First United Bank Trust/ | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Reliant Wealth Planning | 15 739 | 46,02 | 346 | 47,44 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 94 718 | 1,65 | 2 082 | 2,87 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 19 900 | −21,56 | 0 | |||||
| 2025-07-17 | 13F | Archford Capital Strategies, LLC | 54 710 | −4,74 | 1 203 | −3,61 | ||||
| 2025-07-21 | 13F | Precedent Wealth Partners, Llc | 140 083 | 11,44 | 3 079 | 12,78 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 76 596 | 9,08 | 1 684 | 10,36 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 4 104 | 0,00 | 90 | 1,12 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 2 548 211 | 6,11 | 56 010 | 7,38 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 22 971 | 88,01 | 505 | 90,19 | ||||
| 2025-08-04 | 13F | 4J Wealth Management LLC | 15 068 | 0,00 | 331 | 1,22 | ||||
| 2025-08-06 | 13F | Hallmark Capital Management Inc | 1 331 | 0,23 | 29 | 3,57 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 329 697 | 26,81 | 7 247 | 28,34 | ||||
| 2025-04-29 | 13F | Element Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-07 | 13F | Spectrum Wealth Counsel, LLC | 24 214 | −8,33 | 526 | −6,91 | ||||
| 2025-07-30 | 13F | Granite Harbor Advisors, Inc. | 40 732 | 268,55 | 895 | 272,92 | ||||
| 2025-04-17 | 13F | Montecito Bank & Trust | 40 966 | 0,79 | 890 | 2,42 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 265 684 | 10,03 | 5 840 | 11,35 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 17 606 | −57,00 | 387 | −56,58 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 588 294 | −2,73 | 12 931 | −1,56 | ||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | McGlone Suttner Wealth Management, Inc. | 28 198 | 5,73 | 620 | 6,91 | ||||
| 2025-08-06 | 13F | Robinson Smith Wealth Advisors Llc | 11 777 | 0,42 | 259 | 1,57 | ||||
| 2025-07-28 | 13F | Nestegg Advisors, Inc. | 416 429 | 11,34 | 9 153 | 12,68 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 14 833 | −3,59 | 326 | −2,40 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 921 | 20 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 1 024 | 0,00 | 23 | 4,76 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 35 735 | −19,51 | 785 | −18,57 | ||||
| 2025-04-11 | 13F | Safeguard Financial, LLC | 27 843 | 19,19 | 605 | 21,29 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 688 608 | −7,86 | 15 136 | −6,76 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | REDW Wealth LLC | 49 014 | 0,00 | 1 077 | 1,22 | ||||
| 2025-08-15 | 13F | Howland Capital Management Llc | 623 340 | 10,87 | 13 701 | 12,19 | ||||
| 2025-08-01 | 13F | Bank of Jackson Hole Trust | 4 482 | 31,98 | 99 | 34,25 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 1 355 | 0,00 | 30 | 0,00 | ||||
| 2025-07-17 | 13F | Oak Family Advisors, Llc | 11 405 | −43,62 | 251 | −43,05 | ||||
| 2025-07-09 | 13F | Chesley Taft & Associates LLC | 62 800 | 5,55 | 1 380 | 6,81 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 4 112 | 406,40 | 90 | 429,41 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 34 992 | −0,53 | 769 | 0,65 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 17 037 | 7,56 | 373 | 8,14 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 2 470 | 0,00 | 54 | 1,89 | ||||
| 2025-07-17 | 13F | Coastline Trust Co | 1 316 | 29 | ||||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 15 815 | −5,58 | 348 | −4,41 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 2 597 444 | 651,25 | 57 092 | 660,30 | ||||
| 2025-07-07 | 13F | Trust Co | 7 630 | 31,82 | 168 | 33,60 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 83 535 | 26,37 | 1 836 | 27,94 | ||||
| 2025-07-23 | 13F | Foundation Wealth Management, LLC | 18 785 | 15,64 | 413 | 17,05 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 6 124 | 1,21 | 135 | 2,29 | ||||
| 2025-07-25 | 13F | Commonwealth Financial Services, LLC | 409 012 | −1,05 | 8 990 | 0,14 | ||||
| 2025-07-15 | 13F | Droms Strauss Advisors Inc /mo/ /adv | 211 259 | 4 643 | ||||||
| 2025-08-06 | 13F | Adviser Investments LLC | 419 257 | 0,20 | 9 215 | 1,41 | ||||
| 2025-07-23 | 13F | Meitav Dash Investments Ltd | 62 746 | −2,06 | 1 378 | −0,94 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 304 611 | −76,37 | 6 695 | −76,09 | ||||
| 2025-07-15 | 13F | BCS Wealth Management | 0 | −100,00 | 0 | |||||
| 2025-05-14 | 13F | Susquehanna International Group, Llp | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Cowa, Llc | 26 738 | 54,51 | 587 | 56,53 | ||||
| 2025-08-13 | 13F | Hamel Associates, Inc. | 112 580 | 3,19 | 2 475 | 4,43 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 410 | 9 | ||||||
| 2025-07-11 | 13F | Quantum Financial Advisors, LLC | 110 913 | 5,49 | 2 438 | 6,75 | ||||
| 2025-08-12 | 13F | Farmers National Bank | 43 778 | 0,12 | 962 | 1,37 | ||||
| 2025-08-14 | 13F | UBS Group AG | 1 220 356 | 1,04 | 26 823 | 2,25 | ||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 9 803 | 0,00 | 215 | 1,42 | ||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 71 008 | 44,23 | 1 561 | 45,93 | ||||
| 2025-07-16 | 13F | Minichmacgregor Wealth Management, Llc | 394 318 | −0,30 | 8 667 | 0,90 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 82 646 | 142 393,10 | 1 817 | 181 500,00 | ||||
| 2025-08-01 | 13F | First National Trust Co | 203 939 | 39,73 | 4 483 | 41,39 | ||||
| 2025-08-04 | 13F | Spinnaker Trust | 45 303 | 12,33 | 996 | 13,71 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 12 141 | 180,39 | 267 | 186,02 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 50 613 | −35,19 | 1 113 | −34,43 | ||||
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 4 840 | 501,24 | 106 | 523,53 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 10 333 | 227 | ||||||
| 2025-07-09 | 13F | Praetorian Wealth Management, Inc. | 247 334 | 5,92 | 5 436 | 7,20 | ||||
| 2025-05-16 | 13F/A | Kestra Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 1 172 | 26 | ||||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 810 | 0,00 | 18 | 0,00 | ||||
| 2025-08-08 | 13F | Wrapmanager Inc | 160 778 | 1,02 | 3 534 | 2,23 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 14 486 | 0 | ||||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 143 778 | 1,01 | 3 160 | 2,23 | ||||
| 2025-07-22 | 13F | Yoder Wealth Management, Inc. | 14 400 | 0,00 | 317 | 1,28 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 2 136 930 | −18,50 | 46 970 | −17,53 | ||||
| 2025-07-23 | 13F | Ironwood Financial, llc | 377 965 | 0,00 | 8 209 | 0,00 | ||||
| 2025-07-30 | 13F | First Interstate Bank | 32 782 | 33,98 | 721 | 35,59 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 22 876 | 541 | ||||||
| 2025-07-31 | 13F | Keeler THomas Management LLC | 201 059 | −7,49 | 4 419 | −6,38 | ||||
| 2025-07-22 | 13F | Woodmont Investment Counsel Llc | 53 757 | 1 182 | ||||||
| 2025-08-01 | 13F | Paradigm, Strategies in Wealth Management, LLC | 71 809 | −3,84 | 1 578 | −2,65 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 232 043 | 23,55 | 5 100 | 25,03 | ||||
| 2025-07-08 | 13F | Advance Capital Management, Inc. | 13 036 | 22,73 | 287 | 24,35 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 7 364 | 162 | ||||||
| 2025-04-15 | 13F | Members Wealth Llc | 182 963 | −0,92 | 3 974 | 0,94 | ||||
| 2025-08-14 | 13F | Glenview Trust Co | 194 506 | 47,63 | 4 275 | 49,42 | ||||
| 2025-04-23 | 13F | Sabal Trust CO | 202 843 | 13,57 | 4 406 | 15,47 | ||||
| 2025-05-12 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 1 250 | 0,00 | 0 | |||||
| 2025-08-12 | 13F | FourThought Financial Partners, LLC | 16 868 | 371 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 838 955 | −55,04 | 18 440 | −54,50 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 71 858 | 10,12 | 1 579 | 11,43 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 30 519 | 671 | ||||||
| 2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 21 227 | −7,14 | 467 | −6,05 | ||||
| 2025-07-23 | 13F | Beaumont Asset Management, L.L.C. | 53 684 | 9,22 | 1 180 | 10,50 | ||||
| 2025-08-14 | 13F | Houlihan Financial Resource Group, Ltd. | 136 941 | 5,11 | 3 | 50,00 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 20 199 | 444 | ||||||
| 2025-05-09 | 13F | TD Waterhouse Canada Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Fortis Capital Management LLC | 18 916 | −34,88 | 416 | −34,13 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 838 | 1,21 | 18 | 5,88 | ||||
| 2025-07-11 | 13F | Adirondack Trust Co | 105 363 | 15,15 | 2 315 | 16,52 | ||||
| 2025-08-14 | 13F | Hancock Whitney Corp | 212 918 | 4 680 | ||||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 6 667 | 128,01 | 147 | 131,75 | ||||
| 2025-07-23 | 13F | Arcadia Investment Advisors Llc | 8 587 | −2,38 | 189 | −1,57 | ||||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 38 987 | 857 | ||||||
| 2025-08-08 | 13F | Creative Planning | 13 613 | −43,53 | 299 | −42,83 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 7 908 | 690,80 | 174 | 723,81 | ||||
| 2025-07-09 | 13F | Sarver Vrooman Wealth Advisors | 9 218 | 653,10 | 203 | 676,92 | ||||
| 2025-07-11 | 13F | Prosperity Planning, Inc. | 346 | 5,17 | ||||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 31 793 | 699 | ||||||
| 2025-07-23 | 13F | Arcataur Capital Management LLC | 112 975 | 9,88 | 2 483 | 11,20 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 12 009 | 264 | ||||||
| 2025-07-25 | 13F | Hemington Wealth Management | 1 276 | 0,00 | 0 | |||||
| 2025-07-14 | 13F | Golden State Equity Partners | 9 350 | 206 | ||||||
| 2025-07-15 | 13F | Sightline Wealth Advisors, LLC | 23 283 | 67,11 | 512 | 69,21 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 1 981 759 | 2,94 | 43 559 | 4,17 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 385 325 | 5,27 | 8 | 14,29 | ||||
| 2025-07-29 | 13F | Mb, Levis & Associates, Llc | 603 760 | 1,67 | 13 271 | 2,88 | ||||
| 2025-04-22 | 13F | Mendota Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 1 172 073 | 1,11 | 25 762 | 2,32 | ||||
| 2025-07-11 | 13F | Windsor Capital Management, LLC | 118 379 | 2 602 | ||||||
| 2025-07-24 | 13F | Wealthstar Advisors, Llc | 90 915 | −14,89 | 1 998 | −13,88 | ||||
| 2025-08-12 | 13F | Centric Wealth Management | 364 839 | 5,10 | 8 005 | 6,17 | ||||
| 2025-07-30 | 13F | Syntegra Private Wealth Group, LLC | 9 423 | 0,00 | 207 | 1,47 | ||||
| 2025-08-04 | 13F | Simon Quick Advisors, Llc | 16 612 | 365 | ||||||
| 2025-08-27 | NP | ACTIX - Advisors Capital Tactical Fixed Income Fund | 347 900 | 16,51 | 7 647 | 17,90 | ||||
| 2025-07-24 | 13F | Eastern Bank | 1 025 | 23 | ||||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 107 721 | 2 | ||||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 76 847 | 1 689 | ||||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 31 421 | 4,58 | 691 | 5,83 | ||||
| 2025-08-07 | 13F | Rossmore Private Capital | 100 547 | 124,19 | 2 210 | 126,90 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 356 151 | 9,24 | 8 | 0,00 | ||||
| 2025-08-08 | 13F | Advisors Capital Management, LLC | 837 621 | 6,59 | 18 411 | 7,86 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 37 303 | 0,81 | 820 | 1,99 | ||||
| 2025-07-08 | 13F | Little House Capital Llc | 52 430 | −0,02 | 1 152 | 1,14 | ||||
| 2025-08-06 | 13F | Stokes Family Office, LLC | 23 845 | 0,00 | 524 | 1,35 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 3 830 | 0,52 | 84 | 2,44 | ||||
| 2025-06-27 | NP | DRSK - Aptus Defined Risk ETF | 4 989 474 | 9,52 | 108 870 | 11,26 | ||||
| 2025-08-11 | 13F | Arrow Financial Corp | 658 115 | −0,92 | 14 465 | 0,27 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 1 785 875 | 2 298,76 | 81 | −94,99 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 165 551 | 69,58 | 3 639 | 71,60 | ||||
| 2025-08-05 | 13F | Kesler, Norman & Wride, LLC | 12 088 | 0,00 | 266 | 1,15 | ||||
| 2025-08-11 | 13F | Guidance Point Advisors, LLC | 319 710 | 0,17 | 7 027 | 1,37 | ||||
| 2025-08-05 | 13F | Greater Midwest Financial Group, LLC | 81 716 | 13,86 | 1 796 | 15,28 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 5 197 575 | 6,42 | 114 243 | 7,70 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 1 041 818 | 1,04 | 22 899 | 2,26 | ||||
| 2025-08-13 | 13F | Peloton Wealth Strategists | 289 000 | 5,67 | 6 | 20,00 | ||||
| 2025-08-07 | 13F | LFA - Lugano Financial Advisors SA | 61 573 | 8,45 | 1 343 | 8,84 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 267 756 | −2,09 | 5 885 | −0,91 | ||||
| 2025-08-11 | 13F | Banque Cantonale Vaudoise | 10 222 | 0,00 | 0 | |||||
| 2025-07-30 | 13F | Drive Wealth Management, Llc | 77 120 | −2,05 | 1 695 | −0,88 | ||||
| 2025-08-11 | 13F | Stonebrook Private Inc. | 100 260 | 2,17 | 2 204 | 3,38 | ||||
| 2025-08-07 | 13F | Sound View Wealth Advisors Group, LLC | 892 440 | 17,80 | 19 616 | 19,20 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 2 610 653 | 9,78 | 57 382 | 11,10 | ||||
| 2025-04-28 | 13F | Buffington Mohr McNeal | 634 284 | 1,46 | 13 777 | 3,17 | ||||
| 2025-05-06 | 13F | Venturi Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Bradley & Co. Private Wealth Management, LLC | 9 253 | 0,00 | 203 | 1,50 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 35 814 | 76,64 | 787 | 78,86 | ||||
| 2025-08-14 | 13F | Wilkins Miller Wealth Management, LLC | 245 277 | −4,46 | 5 391 | −3,30 | ||||
| 2025-08-07 | 13F | Beese Fulmer Investment Management, Inc. | 28 142 | 619 | ||||||
| 2025-08-12 | 13F | Associated Banc-corp | 85 455 | 6,90 | 1 878 | 8,18 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Atria Investments Llc | 9 436 | −94,19 | 207 | −94,13 | ||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 9 500 | −15,93 | 209 | −15,10 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 130 858 | 12,12 | 2 876 | 13,45 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 471 593 | 9,99 | 10 366 | 11,31 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 353 408 | −0,17 | 7 768 | 1,01 | ||||
| 2025-04-01 | 13F | Cornerstone Planning, LLC | 77 827 | 1 662 | ||||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 2 000 | 0,00 | 44 | 0,00 | ||||
| 2025-08-04 | 13F | Roble, Belko & Company, Inc | 22 803 | 0,00 | 1 | |||||
| 2025-07-16 | 13F | NovaPoint Capital, LLC | 48 267 | −1,27 | 1 061 | −0,09 | ||||
| 2025-05-12 | 13F | Invesco Ltd. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 12 995 | 286 | ||||||
| 2025-07-31 | 13F | Resonant Capital Advisors, LLC | 29 874 | 657 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 22 571 | −1,21 | 496 | 0,00 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 3 439 530 | 9,19 | 75 601 | 10,50 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-09 | 13F | LifePlan Financial, LLC | 86 130 | 38,75 | 1 893 | 40,43 | ||||
| 2025-07-17 | 13F | Baron Silver Stevens Financial Advisors, Llc | 34 303 | 48,61 | 754 | 50,30 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 1 110 775 | −44,29 | 24 376 | −43,72 | ||||
| 2025-07-11 | 13F | First PREMIER Bank | 351 | 0,00 | 0 | |||||
| 2025-08-15 | 13F | Koesten, Hirschmann & Crabtree, INC. | 6 850 | 0,00 | 151 | 1,35 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 15 064 | 331 | ||||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 11 209 | 0,94 | 246 | 2,07 | ||||
| 2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-12 | 13F | Sandy Spring Bank | 255 389 | 4,30 | 5 547 | 6,06 | ||||
| 2025-07-18 | 13F | Centricity Wealth Management, LLC | 51 865 | 13,17 | 1 140 | 14,47 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 6 309 | 15,53 | 139 | 16,95 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 908 | 1,23 | 20 | 0,00 | ||||
| 2025-07-14 | 13F | Pacifica Partners Inc. | 943 | 21 | ||||||
| 2025-07-17 | 13F | Johnson Bixby & Associates, LLC | 14 082 | 1,51 | 310 | 2,66 | ||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 68 663 | 9,62 | 1 509 | 10,96 | ||||
| 2025-07-22 | 13F | Romano Brothers And Company | 31 112 | 37,37 | 684 | 39,10 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 260 863 | 5 734 | ||||||
| 2025-07-09 | 13F | Byrne Asset Management LLC | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Cabot Wealth Management Inc | 68 050 | 3,46 | 1 496 | 4,69 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 271 492 | 15,04 | 5 967 | 16,43 | ||||
| 2025-08-14 | 13F | Evergreen Wealth Solutions, LLC | 87 937 | −5,72 | 1 933 | −4,59 | ||||
| 2025-08-14 | 13F | STAR Financial Bank | 115 737 | 9,22 | 2 544 | 10,52 | ||||
| 2025-07-22 | 13F | 4Thought Financial Group Inc. | 221 195 | −6,96 | 4 862 | −5,87 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 1 963 714 | 5,49 | 43 162 | 6,75 | ||||
| 2025-08-01 | 13F | Schmidt P J Investment Management Inc | 12 811 | 0,00 | 282 | 1,08 | ||||
| 2025-08-11 | 13F | PFG Private Wealth Management, LLC | 491 728 | 2,47 | 10 808 | 3,70 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 90 600 | 6 450,98 | 1 991 | 6 765,52 | ||||
| 2025-07-09 | 13F | Bank of New Hampshire | 44 240 | 11,56 | 972 | 12,89 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 133 846 | 7,60 | 2 942 | 8,89 | ||||
| 2025-08-01 | 13F | Signature Wealth Management Group | 250 078 | 0,98 | 5 497 | 2,19 | ||||
| 2025-08-07 | 13F | Addison Advisors LLC | 11 220 | 29,19 | 247 | 30,85 | ||||
| 2025-05-05 | 13F | Creekmur Asset Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Gryphon Financial Partners LLC | 19 712 | 433 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 56 207 | 35,21 | 1 233 | 36,54 | ||||
| 2025-07-22 | 13F | Penobscot Investment Management Company, Inc. | 78 535 | 11,87 | 1 726 | 13,25 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 41 009 | 0,04 | 901 | 1,24 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 14 870 | 1,64 | 327 | 2,84 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 19 367 | 0,00 | 426 | 1,19 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 653 952 | 14 374 | ||||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 4 049 | 0,00 | 89 | 1,15 | ||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 2 086 | 46 | ||||||
| 2025-07-29 | 13F | Private Trust Co Na | 1 423 | 21,62 | 31 | 24,00 | ||||
| 2025-07-15 | 13F | MCF Advisors LLC | 166 255 | 2,42 | 3 654 | 3,66 | ||||
| 2025-05-02 | 13F | Whittier Trust Co | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 2 775 216 | 1 498,67 | 60 999 | 1 518,01 | ||||
| 2025-08-01 | 13F | Austin Private Wealth, LLC | 10 241 | 225 | ||||||
| 2025-07-22 | 13F | Capital Advisors Inc/ok | 2 813 280 | 5,14 | 61 836 | 6,40 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 9 979 | 219 | ||||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 156 676 | 94,76 | 3 423 | 95,94 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 829 | 1,10 | 18 | 5,88 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 11 050 | 16,19 | 243 | 17,48 | ||||
| 2025-07-21 | 13F | Crews Bank & Trust | 42 045 | 25,90 | 924 | 27,45 | ||||
| 2025-07-09 | 13F | Krilogy Financial LLC | 202 896 | 2,24 | 4 460 | 3,46 | ||||
| 2025-07-29 | 13F | Straight Path Wealth Management | 12 549 | 0,00 | 276 | 1,10 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 4 681 615 | 3,08 | 102 902 | 4,32 | ||||
| 2025-08-14 | 13F | 10Elms LLP | 20 051 | 26,90 | 441 | 28,28 | ||||
| 2025-07-29 | 13F | Accretive Wealth Partners, LLC | 9 204 | 202 | ||||||
| 2025-07-21 | 13F | Segment Wealth Management, LLC | 82 170 | −0,08 | 1 806 | 1,12 | ||||
| 2025-07-23 | 13F | Fulton Breakefield Broenniman Llc | 139 239 | 113,65 | 3 060 | 116,25 | ||||
| 2025-08-25 | 13F/A | Neuberger Berman Group LLC | 13 541 | −82,37 | 298 | −82,19 | ||||
| 2025-05-09 | 13F | Wells Financial Advisors INC | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Beacon Financial Group | 56 969 | 17,72 | 1 252 | 19,12 | ||||
| 2025-08-08 | 13F | Mv Capital Management, Inc. | 744 116 | 1,43 | 16 356 | 2,64 | ||||
| 2025-07-17 | 13F | Venture Visionary Partners LLC | 1 123 205 | 16,03 | 24 688 | 17,42 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 116 011 | −51,67 | 2 550 | −51,10 | ||||
| 2025-08-06 | 13F | Stone House Investment Management, LLC | 5 734 | 0,00 | 126 | 1,61 | ||||
| 2025-07-29 | 13F | Lyell Wealth Management, Lp | 333 362 | 3,46 | 7 327 | 4,70 | ||||
| 2025-07-30 | 13F | Probity Advisors, Inc. | 424 368 | 5,28 | 9 328 | 6,55 | ||||
| 2025-08-14 | 13F | Redwood Financial Network Corp | 13 141 | 6,20 | 289 | 7,46 | ||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 59 317 | −62,72 | 1 304 | −62,29 | ||||
| 2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 49 942 | −9,67 | 1 098 | −8,58 | ||||
| 2025-07-30 | 13F | Klingman & Associates, LLC | 1 338 959 | 1,99 | 29 430 | 3,22 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 152 270 | 5,26 | 3 | 0,00 | ||||
| 2025-07-18 | 13F | Newman Dignan & Sheerar, Inc. | 23 757 | −4,80 | 522 | −3,69 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 75 583 | −2,76 | 1 661 | −1,60 | ||||
| 2025-07-16 | 13F | Gradient Capital Advisors, LLC | 29 435 | 0,00 | 647 | 1,10 | ||||
| 2025-07-29 | 13F | Sigma Investment Counselors Inc | 1 565 293 | 2,65 | 34 405 | 3,88 | ||||
| 2025-08-27 | NP | Mason Capital Fund Trust - Fundamentals First ETF | 2 312 | 0,00 | 51 | 0,00 | ||||
| 2025-08-14 | 13F | Hurley Capital, LLC | 12 095 | 0,39 | 266 | 1,53 | ||||
| 2025-08-14 | 13F | Godshalk Welsh Capital Management, Inc. | 11 750 | 258 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 158 121 | 30,88 | 3 475 | 32,43 | ||||
| 2025-07-30 | 13F | Sonata Capital Group Inc | 13 200 | 0 | ||||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 4 565 | 0,00 | 100 | 1,01 | ||||
| 2025-07-16 | 13F | Instrumental Wealth, Llc | 92 318 | 2,69 | 2 008 | 2,76 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 20 990 | 0,38 | 460 | 1,10 | ||||
| 2025-07-31 | 13F | United Community Bank | 2 270 | 63,31 | 50 | 63,33 | ||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 26 422 | −3,43 | 1 | |||||
| 2025-07-09 | 13F | Lbmc Investment Advisors, Llc | 214 281 | 90,29 | 4 710 | 92,60 | ||||
| 2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 26 000 | 0,00 | 571 | 1,24 | ||||
| 2025-07-01 | 13F | Confluence Investment Management Llc | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | DecisionMap Wealth Management, LLC | 24 974 | 36,20 | 549 | 37,69 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 57 259 | 57,41 | 1 259 | 59,24 |
