Grundläggande statistik
| Institutionella ägare | 222 total, 222 long only, 0 short only, 0 long/short - change of 11,50% MRQ |
| Genomsnittlig portföljallokering | 0.6220 % - change of 14,91% MRQ |
| Institutionella aktier (lång) | 66 599 805 (ex 13D/G) - change of 7,57MM shares 12,83% MRQ |
| Institutionellt värde (lång) | $ 1 331 379 USD ($1000) |
Institutionellt ägande och aktieägare
iShares Trust - iShares iBonds Dec 2031 Term Corporate ETF (US:IBDW) har 222 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 66,599,805 aktier. Största aktieägare inkluderar Aptus Capital Advisors, LLC, DRSK - Aptus Defined Risk ETF, Capital Investment Advisors, LLC, Morgan Stanley, Bank Of America Corp /de/, Venture Visionary Partners LLC, Sarver Vrooman Wealth Advisors, Wells Fargo & Company/mn, Sigma Investment Counselors Inc, and Ameriprise Financial Inc .
iShares Trust - iShares iBonds Dec 2031 Term Corporate ETF (ARCA:IBDW) 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 21,27 / share. Previously, on September 16, 2024, the share price was 21,28 / share. This represents a decline of 0,05% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Ancora Advisors, LLC | 1 195 | 0,00 | 25 | 4,17 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 249 | 0,00 | 5 | 0,00 | ||||
| 2025-07-21 | 13F | Precedent Wealth Partners, Llc | 148 060 | 11,33 | 3 115 | 12,90 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 9 932 | 209 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 694 818 | −1,58 | 15 | 0,00 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1 870 031 | −0,29 | 39 345 | 1,11 | ||||
| 2025-07-16 | 13F | Gradient Capital Advisors, LLC | 39 388 | 0,00 | 829 | 1,35 | ||||
| 2025-08-04 | 13F | 4J Wealth Management LLC | 9 560 | 201 | ||||||
| 2025-08-04 | 13F | REDW Wealth LLC | 80 242 | −0,04 | 1 688 | 1,38 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 10 527 | 221 | ||||||
| 2025-04-17 | 13F | Montecito Bank & Trust | 36 917 | 0,92 | 766 | 2,96 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 78 432 | 7,45 | 1 650 | 8,98 | ||||
| 2025-05-07 | 13F | Spectrum Wealth Counsel, LLC | 25 438 | −6,72 | 528 | −4,87 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 255 333 | 7,73 | 5 372 | 9,23 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 109 540 | −6,22 | 2 305 | −4,91 | ||||
| 2025-07-14 | 13F | McGlone Suttner Wealth Management, Inc. | 63 192 | 2,10 | 1 330 | 3,50 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 373 120 | 2,62 | 7 850 | 4,06 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 874 010 | −7,58 | 18 389 | −6,29 | ||||
| 2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-17 | 13F | Archford Capital Strategies, LLC | 106 932 | −4,54 | 2 250 | −3,23 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 18 007 | −7,09 | 379 | −5,97 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 33 499 | −17,79 | 705 | −16,69 | ||||
| 2025-04-11 | 13F | Safeguard Financial, LLC | 26 184 | 13,57 | 543 | 15,78 | ||||
| 2025-08-15 | 13F | Howland Capital Management Llc | 303 344 | 25,40 | 6 382 | 27,16 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 1 073 | −15,38 | 23 | −12,00 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 0 | −100,00 | 0 | |||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Bank of Jackson Hole Trust | 272 | 0,00 | 6 | 0,00 | ||||
| 2025-07-09 | 13F | Chesley Taft & Associates LLC | 65 000 | 21,95 | 1 368 | 23,71 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 15 009 | 11,91 | 314 | 12,59 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 2 162 | −36,13 | 45 | −35,71 | ||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 12 700 | 12,89 | 267 | 14,59 | ||||
| 2025-07-30 | 13F | Journey Advisory Group, LLC | 11 400 | 240 | ||||||
| 2025-08-14 | 13F | Frisch Financial Group, Inc. | 901 284 | 13,82 | 19 | 12,50 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 13 714 | 20,16 | 289 | 22,03 | ||||
| 2025-07-07 | 13F | Trust Co | 6 757 | 39,95 | 142 | 42,00 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 11 808 | 11,68 | 248 | 13,24 | ||||
| 2025-07-25 | 13F | Commonwealth Financial Services, LLC | 405 181 | −2,16 | 8 525 | −0,80 | ||||
| 2025-07-09 | 13F | Praetorian Wealth Management, Inc. | 211 570 | 42,28 | 4 451 | 44,28 | ||||
| 2025-08-14 | 13F | 10Elms LLP | 12 600 | 77,46 | 265 | 80,27 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 217 558 | 6,05 | 4 577 | 7,54 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 10 300 | 217 | ||||||
| 2025-08-12 | 13F | Cowa, Llc | 135 128 | 52,83 | 2 839 | 54,74 | ||||
| 2025-07-11 | 13F | Quantum Financial Advisors, LLC | 96 774 | 4,31 | 2 036 | 5,77 | ||||
| 2025-04-15 | 13F | First United Bank Trust/ | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Farmers National Bank | 40 378 | 0,77 | 850 | 2,17 | ||||
| 2025-08-14 | 13F | UBS Group AG | 1 247 720 | −3,52 | 26 252 | −2,17 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 82 540 | 2,18 | 1 737 | 3,58 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 5 248 | 0,00 | 110 | 1,85 | ||||
| 2025-08-12 | 13F | Absolute Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 26 517 | −10,48 | 558 | −9,28 | ||||
| 2025-07-30 | 13F | Granite Harbor Advisors, Inc. | 42 625 | 269,24 | 897 | 274,90 | ||||
| 2025-08-01 | 13F | First National Trust Co | 206 178 | 16,58 | 4 338 | 18,21 | ||||
| 2025-08-12 | 13F | Reliant Wealth Planning | 11 138 | 234 | ||||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 12 805 | −5,27 | 0 | |||||
| 2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 1 233 | 26 | ||||||
| 2025-08-12 | 13F | BlackRock, Inc. | 61 | 0,00 | 1 | 0,00 | ||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 32 649 | 687 | ||||||
| 2025-07-16 | 13F | Minichmacgregor Wealth Management, Llc | 12 206 | 0,00 | 257 | 1,19 | ||||
| 2025-08-08 | 13F | Wrapmanager Inc | 166 029 | 1,13 | 3 493 | 2,55 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 127 537 | 0,24 | 2 683 | 1,63 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 20 906 | −45,12 | 0 | |||||
| 2025-08-07 | 13F | Allworth Financial LP | 2 054 | 43,94 | 43 | 48,28 | ||||
| 2025-07-30 | 13F | First Interstate Bank | 15 631 | 0,00 | 329 | 1,23 | ||||
| 2025-04-23 | 13F | Sabal Trust CO | 241 959 | 10,37 | 5 021 | 12,53 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1 258 604 | −32,58 | 26 481 | −31,64 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 141 166 | 6,54 | 2 970 | 8,04 | ||||
| 2025-07-23 | 13F | Ironwood Financial, llc | 164 739 | 0,00 | 3 418 | 0,00 | ||||
| 2025-07-31 | 13F | Keeler THomas Management LLC | 222 116 | −1,83 | 4 673 | −0,45 | ||||
| 2025-08-04 | 13F | Simon Quick Advisors, Llc | 17 387 | 366 | ||||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 1 320 | 0,00 | 0 | |||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 169 110 | −0,58 | 3 558 | 0,82 | ||||
| 2025-08-14 | 13F | Glenview Trust Co | 199 136 | 19,15 | 4 190 | 20,79 | ||||
| 2025-04-15 | 13F | Members Wealth Llc | 18 252 | 0,00 | 379 | 1,89 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 17 453 | 367 | ||||||
| 2025-04-29 | 13F | Element Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Stifel Financial Corp | 184 764 | 310,76 | 3 887 | 316,61 | ||||
| 2025-08-07 | 13F | Nwam Llc | 10 860 | 227 | ||||||
| 2025-04-15 | 13F | Noble Wealth Management PBC | 450 | 0,00 | 9 | 0,00 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 919 | 0,00 | 19 | 0,00 | ||||
| 2025-07-22 | 13F | Yoder Wealth Management, Inc. | 23 600 | 0,00 | 497 | 1,43 | ||||
| 2025-08-01 | 13F | Paradigm, Strategies in Wealth Management, LLC | 66 727 | −2,23 | 1 404 | −0,92 | ||||
| 2025-07-23 | 13F | Beaumont Asset Management, L.L.C. | 60 626 | 5,95 | 1 276 | 7,41 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 32 581 | 686 | ||||||
| 2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 13 092 | 0,00 | 275 | 1,48 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 24 908 | 524 | ||||||
| 2025-08-12 | 13F | Fortis Capital Management LLC | 19 750 | −34,99 | 416 | −34,13 | ||||
| 2025-07-02 | 13F | Michael S. Ryan, Inc. | 128 160 | 1,74 | 2 696 | 3,18 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 23 028 | −36,03 | 485 | −35,21 | ||||
| 2025-07-11 | 13F | Adirondack Trust Co | 120 993 | 8,60 | 2 544 | 10,08 | ||||
| 2025-08-12 | 13F | Boreal Capital Management LLC | 0 | 84 | ||||||
| 2025-08-14 | 13F | Hancock Whitney Corp | 255 257 | 5 371 | ||||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 5 065 | 542,77 | 107 | 562,50 | ||||
| 2025-05-06 | 13F | Venturi Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Mb, Levis & Associates, Llc | 638 727 | 1,60 | 13 439 | 3,01 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 1 367 | 29 | ||||||
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 10 491 | 44,31 | 221 | 46,67 | ||||
| 2025-07-09 | 13F | Sarver Vrooman Wealth Advisors | 2 150 445 | 1,02 | 45 245 | 2,43 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 617 037 | −2,67 | 12 982 | −1,31 | ||||
| 2025-07-25 | 13F | Hemington Wealth Management | 1 104 | 0,00 | 0 | |||||
| 2025-08-01 | 13F | Motley Fool Wealth Management, LLC | 584 669 | −9,58 | 12 301 | −8,32 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 841 259 | 27,96 | 17 700 | 29,75 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 33 923 | 42,83 | 1 | |||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 386 395 | 5,41 | 8 | 14,29 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 27 692 | 0,00 | 583 | 1,39 | ||||
| 2025-08-07 | 13F | Rossmore Private Capital | 84 093 | 639,80 | 1 769 | 652,77 | ||||
| 2025-08-27 | NP | ACTIX - Advisors Capital Tactical Fixed Income Fund | 908 500 | 16,25 | 19 115 | 17,87 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 2 947 392 | 10,87 | 62 013 | 12,42 | ||||
| 2025-08-06 | 13F | Stokes Family Office, LLC | 24 730 | 0,00 | 520 | 1,36 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 809 165 | 15,59 | 17 025 | 17,20 | ||||
| 2025-08-08 | 13F | Advisors Capital Management, LLC | 1 454 740 | 9,49 | 30 608 | 11,02 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 49 989 | 1 052 | ||||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 30 566 | 6,72 | 643 | 8,25 | ||||
| 2025-07-08 | 13F | Little House Capital Llc | 54 654 | 0,28 | 1 150 | 1,68 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 25 443 | 10,98 | 535 | 12,63 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 4 055 | −6,24 | 85 | −4,49 | ||||
| 2025-07-09 | 13F | Byrne Asset Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 698 994 | −1,65 | 14 707 | −0,27 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 18 082 | −14,07 | 380 | −12,84 | ||||
| 2025-08-08 | 13F | Summitry Llc | 1 495 548 | 3,76 | 31 466 | 5,21 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 492 336 | 4 501,27 | 23 | −89,64 | ||||
| 2025-07-24 | 13F | Moseley Investment Management Inc | 245 655 | 17,27 | 5 169 | 18,91 | ||||
| 2025-08-11 | 13F | Banque Cantonale Vaudoise | 6 413 | 0,00 | 0 | |||||
| 2025-08-05 | 13F | Kesler, Norman & Wride, LLC | 11 908 | 0,00 | 251 | 1,21 | ||||
| 2025-08-05 | 13F | Greater Midwest Financial Group, LLC | 19 973 | −7,08 | 420 | −5,83 | ||||
| 2025-08-11 | 13F | Arrow Financial Corp | 693 211 | −0,90 | 14 585 | 0,49 | ||||
| 2025-05-16 | 13F/A | Kestra Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Seascape Capital Management | 264 599 | 10,53 | 6 | 25,00 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 129 209 | 3,52 | 3 | 0,00 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 5 949 | 1,10 | 125 | 2,46 | ||||
| 2025-07-30 | 13F | Drive Wealth Management, Llc | 81 800 | −1,70 | 1 721 | −0,29 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 6 360 248 | 6,42 | 133 820 | 7,91 | ||||
| 2025-08-11 | 13F | Guidance Point Advisors, LLC | 332 049 | 0,75 | 6 986 | 2,16 | ||||
| 2025-08-13 | 13F | Peloton Wealth Strategists | 199 350 | 0,00 | 4 | 0,00 | ||||
| 2025-08-07 | 13F | Sound View Wealth Advisors Group, LLC | 885 244 | 14,89 | 18 626 | 16,50 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 37 684 | 1 | ||||||
| 2025-08-11 | 13F | Stonebrook Private Inc. | 105 834 | 2,54 | 2 227 | 3,97 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 86 286 | −16,99 | 1 815 | −15,82 | ||||
| 2025-08-14 | 13F | Houlihan Financial Resource Group, Ltd. | 16 550 | 0 | ||||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 45 472 | 52,68 | 957 | 54,94 | ||||
| 2025-04-28 | 13F | Buffington Mohr McNeal | 673 998 | 1,85 | 13 985 | 3,85 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 2 500 | 0,00 | 53 | 1,96 | ||||
| 2025-08-07 | 13F | Bradley & Co. Private Wealth Management, LLC | 1 312 | 0,00 | 28 | 0,00 | ||||
| 2025-08-12 | 13F | Associated Banc-corp | 54 421 | 22,99 | 1 145 | 24,73 | ||||
| 2025-08-14 | 13F | Wilkins Miller Wealth Management, LLC | 208 691 | −5,27 | 4 391 | −3,96 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 434 488 | 15,48 | 9 142 | 17,09 | ||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 10 000 | −15,97 | 210 | −14,63 | ||||
| 2025-06-27 | NP | DRSK - Aptus Defined Risk ETF | 6 105 571 | 9,52 | 127 179 | 11,29 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 109 874 | 16,34 | 2 312 | 17,97 | ||||
| 2025-07-16 | 13F | NovaPoint Capital, LLC | 52 470 | 1,02 | 1 104 | 2,41 | ||||
| 2025-08-04 | 13F | Roble, Belko & Company, Inc | 20 992 | 0,00 | 0 | |||||
| 2025-08-14 | 13F | Comerica Bank | 29 618 | −0,64 | 623 | 0,81 | ||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 10 860 | 228 | ||||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 3 918 | 0,00 | 82 | 1,23 | ||||
| 2025-07-29 | 13F | Accretive Wealth Partners, LLC | 9 633 | 203 | ||||||
| 2025-08-15 | 13F | Koesten, Hirschmann & Crabtree, INC. | 32 287 | 0,76 | 679 | 2,26 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 18 521 | 4,05 | 390 | 5,42 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 1 565 212 | 19,99 | 32 846 | 21,35 | ||||
| 2025-07-18 | 13F | Centricity Wealth Management, LLC | 27 260 | 3,69 | 574 | 5,14 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 281 089 | 5 914 | ||||||
| 2025-07-09 | 13F | Sivia Capital Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Naples Global Advisors, Llc | 31 690 | 0,00 | 667 | 1,37 | ||||
| 2025-07-17 | 13F | Johnson Bixby & Associates, LLC | 10 423 | 1,24 | 219 | 2,82 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 15 242 | 321 | ||||||
| 2025-07-14 | 13F | Pacifica Partners Inc. | 989 | 21 | ||||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 49 719 | 7,51 | 1 046 | 9,07 | ||||
| 2025-08-12 | 13F | Passive Capital Management, LLC. | 15 128 | 0,00 | 317 | 0,96 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 271 734 | 6,87 | 5 638 | 8,97 | ||||
| 2025-07-22 | 13F | Gratus Wealth Advisors, LLC | 12 693 | 30,75 | 267 | 32,84 | ||||
| 2025-08-13 | 13F | Cheviot Value Management, LLC | 243 484 | 4,96 | 5 111 | 7,02 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 286 371 | 1 611,72 | 6 025 | 1 636,31 | ||||
| 2025-08-14 | 13F | Evergreen Wealth Solutions, LLC | 14 950 | −16,83 | 315 | −15,59 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 20 142 | 43,11 | 424 | 44,86 | ||||
| 2025-08-14 | 13F | STAR Financial Bank | 89 895 | 14,09 | 1 891 | 15,73 | ||||
| 2025-07-17 | 13F | Baron Silver Stevens Financial Advisors, Llc | 33 186 | 698 | ||||||
| 2025-08-11 | 13F | PFG Private Wealth Management, LLC | 515 066 | 2,44 | 10 837 | 3,86 | ||||
| 2025-07-22 | 13F | 4Thought Financial Group Inc. | 233 230 | −6,71 | 4 907 | −5,40 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 53 022 | 10 568,41 | 1 116 | 11 050,00 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 3 132 531 | 10,71 | 65 908 | 12,26 | ||||
| 2025-07-09 | 13F | Bank of New Hampshire | 46 490 | 16,99 | 978 | 18,69 | ||||
| 2025-07-21 | 13F | Crews Bank & Trust | 16 430 | 40,43 | 346 | 42,56 | ||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 56 832 | −64,83 | 1 196 | −64,36 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 35 801 | −4,53 | 753 | −3,21 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 33 605 | 25,92 | 705 | 27,31 | ||||
| 2025-07-22 | 13F | Penobscot Investment Management Company, Inc. | 48 700 | 17,63 | 1 025 | 19,21 | ||||
| 2025-08-07 | 13F | Gryphon Financial Partners LLC | 23 202 | 488 | ||||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 688 345 | 14 483 | ||||||
| 2025-04-22 | 13F/A | NorthRock Partners, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 48 677 | 26,97 | 1 024 | 28,81 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 15 567 | 1,64 | 328 | 3,15 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 1 290 | 0,00 | 27 | 3,85 | ||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 1 274 | 0,00 | 27 | 0,00 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 14 307 | 0,00 | 301 | 1,69 | ||||
| 2025-07-15 | 13F | MCF Advisors LLC | 148 706 | 2,80 | 3 129 | 4,23 | ||||
| 2025-08-13 | 13F | American Money Management, LLC | 21 001 | 442 | ||||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 47 295 | 3,73 | 988 | 4,33 | ||||
| 2025-08-08 | 13F | Creative Planning | 47 053 | −31,94 | 990 | −31,03 | ||||
| 2025-08-27 | NP | Mason Capital Fund Trust - Fundamentals First ETF | 2 416 | 0,00 | 51 | 0,00 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 2 806 470 | 3,87 | 59 048 | 5,32 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 12 287 | 15,33 | 259 | 16,74 | ||||
| 2025-08-14 | 13F | Envision Financial Planning, LLC | 723 823 | 3,70 | 15 229 | 5,16 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Hrt Financial Lp | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | RVW Wealth, LLC | 13 680 | 0,00 | 288 | 1,41 | ||||
| 2025-07-09 | 13F | Krilogy Financial LLC | 229 915 | 1,95 | 4 837 | 3,38 | ||||
| 2025-07-21 | 13F | Segment Wealth Management, LLC | 86 845 | 7,04 | 1 827 | 8,56 | ||||
| 2025-07-01 | 13F | Confluence Investment Management Llc | 487 502 | −0,63 | 10 257 | 0,77 | ||||
| 2025-07-17 | 13F | Venture Visionary Partners LLC | 2 385 806 | 6,56 | 50 197 | 8,05 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 1 163 678 | 10,01 | 24 484 | 11,55 | ||||
| 2025-07-23 | 13F | Fulton Breakefield Broenniman Llc | 95 815 | 186,19 | 2 016 | 190,35 | ||||
| 2025-07-24 | 13F | Lee Financial Co | 20 000 | 0,00 | 421 | 1,20 | ||||
| 2025-08-25 | 13F/A | Neuberger Berman Group LLC | 143 708 | 1,64 | 3 024 | 3,07 | ||||
| 2025-07-09 | 13F | Beacon Financial Group | 47 857 | 15,09 | 1 007 | 16,71 | ||||
| 2025-07-29 | 13F | Lyell Wealth Management, Lp | 253 000 | 3,70 | 5 323 | 5,16 | ||||
| 2025-08-08 | 13F | Mv Capital Management, Inc. | 703 640 | −0,05 | 14 805 | 1,35 | ||||
| 2025-07-30 | 13F | Probity Advisors, Inc. | 369 980 | 26,20 | 7 784 | 27,96 | ||||
| 2025-04-22 | 13F | Mendota Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Newman Dignan & Sheerar, Inc. | 27 761 | 54,46 | 584 | 56,99 | ||||
| 2025-08-14 | 13F | Redwood Financial Network Corp | 14 085 | 20,37 | 296 | 22,31 | ||||
| 2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 49 191 | −8,72 | 1 035 | −7,51 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 143 481 | 47,63 | 3 019 | 49,70 | ||||
| 2025-07-30 | 13F | Klingman & Associates, LLC | 1 311 440 | 2,27 | 27 593 | 3,70 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 76 603 | 1,30 | 1 612 | 2,68 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 44 384 | 3,70 | 934 | 5,07 | ||||
| 2025-07-29 | 13F | Sigma Investment Counselors Inc | 1 619 642 | 2,89 | 34 077 | 4,33 | ||||
| 2025-07-09 | 13F | Lincoln Capital Corp | 14 604 | −1,82 | 307 | −0,32 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 20 881 | 0,66 | 437 | 1,86 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 354 958 | 0,19 | 7 468 | 1,59 | ||||
| 2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 22 000 | 0,00 | 463 | 1,32 | ||||
| 2025-07-17 | 13F | Camelot Portfolios, LLC | 73 171 | −6,11 | 1 540 | −4,82 | ||||
| 2025-07-30 | 13F | Sonata Capital Group Inc | 13 600 | 0 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 265 480 | 14,39 | 5 586 | 15,99 | ||||
| 2025-08-01 | 13F | Signature Wealth Management Group | 209 991 | 1,75 | 4 418 | 3,18 | ||||
| 2025-07-31 | 13F | United Community Bank | 1 885 | 95,34 | 40 | 95,00 | ||||
| 2025-07-09 | 13F | Lbmc Investment Advisors, Llc | 81 724 | 1 719 | ||||||
| 2025-07-30 | 13F | DecisionMap Wealth Management, LLC | 23 770 | 42,90 | 500 | 44,93 | ||||
| 2025-08-07 | 13F | Addison Advisors LLC | 15 400 | 61,76 | 324 | 64,47 |
