Grundläggande statistik
| Institutionella ägare | 391 total, 391 long only, 0 short only, 0 long/short - change of 0,00% MRQ |
| Genomsnittlig portföljallokering | 0.7092 % - change of −4,59% MRQ |
| Institutionella aktier (lång) | 63 778 174 (ex 13D/G) - change of 1,34MM shares 2,15% MRQ |
| Institutionellt värde (lång) | $ 2 535 818 USD ($1000) |
Institutionellt ägande och aktieägare
iShares Trust - iShares Core 1-5 Year USD Bond ETF (US:ISTB) har 391 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 63,778,174 aktier. Största aktieägare inkluderar Acorns Advisers, LLC, BlackRock, Inc., State Of Wisconsin Investment Board, Charles Schwab Investment Management Inc, BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES, Raymond James Financial Inc, Trust Point Inc., Spinnaker Trust, Mariner, LLC, and Townsend & Associates, Inc .
iShares Trust - iShares Core 1-5 Year USD Bond ETF (NasdaqGM:ISTB) 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 10, 2025 is 48,86 / share. Previously, on September 11, 2024, the share price was 48,57 / share. This represents an increase of 0,60% 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.
13D/G-Arkiveringar
Vi presenterar 13D/G-arkiveringar separat från 13F-arkiveringar på grund av att de behandlas olika av SEC. 13D/G-arkiveringar kan lämnas in av grupper av investerare (med en ledare), medan 13F-arkiveringar inte kan det. Detta leder till situationer där en investerare kan lämna in en 13D/G-ansökan med ett värde för de totala aktierna (vilket motsvarar alla aktier som ägs av investerargruppen), men sedan lämna in en 13F-ansökan med ett annat värde för de totala aktierna (vilket motsvarar enbart deras eget ägande). Detta innebär att aktieägandet i 13D/G-arkiveringar och 13F-arkiveringar ofta inte är direkt jämförbara, så vi presenterar dem separat.
Notera: Från och med den 16 maj 2021 visar vi inte längre ägare som inte har lämnat in en 13D/G under det senaste året. Tidigare visade vi hela historiken för 13D/G-arkiveringar. I allmänhet måste enheter som är skyldiga att lämna in 13D/G-arkiveringar lämna in minst en gång per år innan de lämnar in en stängningsarkivering. Fonder avslutar dock ibland positioner utan att lämna in en avslutande arkivering (dvs. de avvecklar), så att visa hela historiken resulterade ibland i förvirring om det nuvarande ägandet. För att förhindra förvirring visar vi nu endast "nuvarande" ägare - det vill säga ägare som har lämnat in en ansökan under det senaste året.
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| Fil Datum | Formulär | Investerare | Föregående aktier |
Senaste aktier |
Δ Aktier (Procent) |
Ägande (Procent) |
Δ Ägande (Procent) |
|
|---|---|---|---|---|---|---|---|---|
| 2025-07-15 | BlackRock Portfolio Management LLC | 4,893,986 | 6,420,657 | 31.19 | 7.00 | 27.27 |
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.
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| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 73 974 | −2,87 | 3 599 | −2,28 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 11 232 | 285,32 | 546 | 290,00 | ||||
| 2025-07-28 | 13F | Private Wealth Asset Management, LLC | 9 | 0 | ||||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 14 706 | 7,14 | 715 | 7,84 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 108 237 | 2,14 | 5 266 | 2,77 | ||||
| 2025-04-29 | 13F | Element Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Greykasell Wealth Strategies, Inc. | 12 065 | −8,94 | 587 | −8,44 | ||||
| 2025-07-31 | 13F | Darden Wealth Group Inc | 27 443 | −0,17 | 1 335 | 0,45 | ||||
| 2025-07-22 | 13F | Peoples Bank /oh | 78 492 | 1,79 | 3 819 | 2,41 | ||||
| 2025-07-28 | 13F | Holistic Planning, LLC | 7 047 | 343 | ||||||
| 2025-04-04 | 13F | Capital Market Strategies LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | McClarren Financial Advisors, Inc. | 61 790 | −1,63 | 3 006 | 100 100,00 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 12 918 | −0,28 | 1 | |||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 66 437 | −7,34 | 3 232 | −6,75 | ||||
| 2025-07-10 | 13F | Sterling Investment Advisors Llc /adv | 142 614 | 3,34 | 6 940 | 4,00 | ||||
| 2025-07-17 | 13F | Fiduciary Advisors, Inc. | 185 273 | 6,04 | 9 014 | 6,70 | ||||
| 2025-08-04 | 13F | Spinnaker Trust | 1 338 348 | −2,90 | 65 111 | −2,30 | ||||
| 2025-07-18 | 13F | Vicus Capital | 22 273 | 3,26 | 1 084 | 3,93 | ||||
| 2025-08-07 | 13F/A | Curat Global, LLC | 6 442 | 24,53 | 313 | 19,92 | ||||
| 2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 23 658 | 0,00 | 1 151 | 0,61 | ||||
| 2025-08-08 | 13F | Ironwood Investment Counsel, LLC | 20 709 | −8,56 | 1 008 | −8,04 | ||||
| 2025-07-14 | 13F | Opal Wealth Advisors, LLC | 382 554 | 3,77 | 18 611 | 4,42 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1 995 387 | −0,07 | 97 076 | 0,55 | ||||
| 2025-05-21 | 13F | Schmidt P J Investment Management Inc | 0 | −100,00 | 0 | |||||
| 2025-05-08 | 13F | Certified Advisory Corp | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 4 422 | 0,94 | 215 | 1,90 | ||||
| 2025-08-14 | 13F | Betterment LLC | 39 922 | 6,82 | 2 | 0,00 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 375 644 | 3,50 | 18 275 | 4,15 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 15 | 1 | ||||||
| 2025-08-12 | 13F | Charles Schwab Investment Management Inc | 2 400 472 | −19,58 | 116 783 | −19,08 | ||||
| 2025-07-10 | 13F | Global Financial Private Client, LLC | 10 424 | 0,00 | 507 | 0,60 | ||||
| 2025-07-15 | 13F | Town & Country Bank & Trust CO dba First Bankers Trust CO | 6 794 | 19,84 | 331 | 20,44 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 7 012 213 | 27,31 | 341 144 | 28,10 | ||||
| 2025-05-09 | 13F | Frazier Financial Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Diversified Portfolios, Inc. | 14 414 | −4,86 | 701 | −4,23 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 15 218 | 38,03 | 740 | 38,84 | ||||
| 2025-08-05 | 13F | BCGM Wealth Management, LLC | 88 644 | 1,88 | 4 313 | 2,50 | ||||
| 2025-08-13 | 13F | Fiduciary Group LLC | 78 377 | −4,72 | 3 813 | −4,12 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 992 | 0,00 | 48 | 2,13 | ||||
| 2025-07-08 | 13F | Baker Ellis Asset Management LLC | 130 600 | 3,90 | 6 354 | 4,54 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 225 | 0,00 | 11 | 0,00 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 983 656 | 18,57 | 47 796 | 19,24 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 291 | 0,00 | 14 | 0,00 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 39 910 | 2,65 | 1 942 | 3,30 | ||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 3 431 | 0,15 | 0 | |||||
| 2025-08-05 | 13F | Alexander Randolph Advisory Inc | 250 491 | 19,48 | 12 186 | 20,22 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 943 | −44,56 | 46 | −45,12 | ||||
| 2025-08-12 | 13F | Rather & Kittrell, Inc. | 24 315 | −6,02 | 1 183 | −5,44 | ||||
| 2025-07-30 | 13F | Green Square Capital Advisors Llc | 4 305 | 0,00 | 209 | 0,48 | ||||
| 2025-06-23 | NP | IYLD - iShares Morningstar Multi-Asset Income ETF | 363 157 | 1,87 | 17 642 | 3,04 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 110 649 | 218,30 | 5 383 | 220,42 | ||||
| 2025-07-25 | 13F | Investment Advisory Group, LLC | 51 602 | 2,62 | 2 510 | 3,25 | ||||
| 2025-07-09 | 13F | Affinity Capital Advisors, LLC | 5 214 | −21,40 | 254 | −20,19 | ||||
| 2025-08-06 | 13F | Hoxton Planning & Management, LLC | 149 663 | −0,01 | 7 281 | 0,62 | ||||
| 2025-04-30 | 13F | Abound Financial, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 11 063 | 538 | ||||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 33 541 | 1,94 | 1 632 | 2,58 | ||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 5 992 | 0,00 | 292 | 0,69 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 4 228 | 1,63 | 206 | 1,99 | ||||
| 2025-05-01 | 13F | Secured Retirement Advisors, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-02 | 13F | Dentgroup LLC | 103 473 | −3,10 | 5 034 | −2,50 | ||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 31 870 | −0,42 | 1 550 | 0,19 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 168 694 | 21,35 | 8 | 33,33 | ||||
| 2025-08-19 | 13F | Hohimer Wealth Management, Llc | 5 520 | −7,85 | 269 | −7,27 | ||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Cambridge Associates Llc /ma/ /adv | 47 033 | 0,00 | 2 288 | 0,62 | ||||
| 2025-08-14 | 13F | Comerica Bank | 9 482 | −0,02 | 461 | 0,66 | ||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 409 777 | 19,96 | 19 936 | 20,70 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 135 754 | −1,55 | 6 604 | −0,94 | ||||
| 2025-08-05 | 13F | Sunburst Financial Group, LLC | 20 082 | 0,19 | 977 | 0,72 | ||||
| 2025-07-25 | 13F | Priebe Wealth Holdings LLC | 6 115 | 0,00 | 297 | 0,68 | ||||
| 2025-04-15 | 13F | Michael A. Dubis Financial Planning, LLC | 18 245 | −0,92 | 882 | |||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 206 145 | −0,17 | 9 967 | 1,04 | ||||
| 2025-04-17 | 13F | Grimes & Company, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-20 | NP | NATIONWIDE VARIABLE INSURANCE TRUST - NVIT iShares Fixed Income ETF Fund II | 258 528 | −0,15 | 12 577 | 0,47 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 28 718 | −4,73 | 1 397 | −4,12 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 1 | 0,00 | 0 | |||||
| 2025-08-12 | 13F | Change Path, LLC | 10 478 | 510 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 1 024 472 | 52,47 | 49 841 | 53,42 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 20 | 100,00 | 1 | |||||
| 2025-07-29 | 13F | Lutz Financial Services LLC | 90 552 | −0,51 | 4 405 | 0,11 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 5 200 | 253 | |||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 195 809 | 96,01 | 9 526 | 97,23 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 26 708 | 68,47 | 1 299 | 69,58 | ||||
| 2025-08-05 | 13F | Hunter Associates Investment Management Llc | 362 911 | −0,52 | 18 | 0,00 | ||||
| 2025-07-10 | 13F | Kmg Fiduciary Partners, Llc | 32 424 | 0,07 | 1 577 | 0,70 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 17 540 | 2,54 | 1 | |||||
| 2025-08-13 | 13F | GM Advisory Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Smithfield Trust Co | 54 327 | 0,00 | 3 | 0,00 | ||||
| 2025-08-11 | 13F | Pineridge Advisors LLC | 111 | 0,91 | 5 | 0,00 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 108 287 | −11,73 | 5 268 | −11,18 | ||||
| 2025-08-14 | 13F | C M Bidwell & Associates Ltd | 97 808 | 0,93 | 4 758 | 1,56 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 3 901 | 18,97 | 190 | 19,62 | ||||
| 2025-08-07 | 13F | Nwam Llc | 27 245 | 0,68 | 1 321 | 0,99 | ||||
| 2025-08-14 | 13F | Fmr Llc | 3 583 | 35,41 | 174 | 37,01 | ||||
| 2025-08-14 | 13F | Destination Wealth Management | 565 858 | 1,94 | 27 529 | 2,57 | ||||
| 2025-07-22 | NP | DLDFX - Destinations Low Duration Fixed Income Fund Class I | 765 515 | −25,11 | 37 051 | −25,00 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 4 256 | 0,57 | 207 | 1,47 | ||||
| 2025-07-29 | 13F | Cidel Asset Management Inc | 5 425 | 0,00 | 264 | 0,38 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Planwiser Financial, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Summit Financial, LLC | 10 658 | −0,75 | 519 | −0,19 | ||||
| 2025-07-21 | 13F | Mattern Capital Management, Llc | 16 945 | 0,38 | 824 | 0,98 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 11 000 | 0,00 | 535 | 0,75 | ||||
| 2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 127 451 | 2 439,88 | 6 201 | 2 461,98 | ||||
| 2025-07-23 | 13F | Stephen J. Garry & Associates, Llc | 5 640 | 0,00 | 274 | 0,74 | ||||
| 2025-06-26 | NP | BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES | 2 148 499 | 104 374 | ||||||
| 2025-05-09 | 13F | Delta Financial Group, Inc. | 16 685 | −17,93 | 1 | |||||
| 2025-08-12 | 13F | Tocqueville Asset Management L.p. | 9 400 | 0,00 | 457 | 0,66 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 1 195 | 0,00 | 58 | 1,75 | ||||
| 2025-08-12 | 13F | XTX Topco Ltd | 4 452 | 217 | ||||||
| 2025-07-30 | 13F | Clune & Associates, Ltd. | 149 720 | 5,15 | 7 284 | 5,80 | ||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 446 | 0,00 | 22 | 0,00 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 12 685 | −10,20 | 617 | −9,53 | ||||
| 2025-07-11 | 13F | Essex Savings Bank | 5 470 | 0,00 | 266 | 0,76 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 187 | 0,00 | 0 | |||||
| 2025-08-13 | 13F | Colonial Trust Advisors | 10 008 | −12,53 | 487 | −12,12 | ||||
| 2025-07-17 | 13F | City Holding Co | 47 928 | 5,37 | 2 332 | 6,05 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 22 457 | 1,64 | 1 089 | 1,97 | ||||
| 2025-08-07 | 13F | Lakeridge Wealth Management LLC | 210 089 | 1,95 | 10 221 | 2,58 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 6 325 | 7,29 | 308 | 7,72 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 502 761 | 2,40 | 24 459 | 3,04 | ||||
| 2025-06-26 | NP | BYLD - iShares Yield Optimized Bond ETF | 243 226 | −15,59 | 11 816 | −14,63 | ||||
| 2025-08-04 | 13F | Rede Wealth, LLC | 5 409 | −7,27 | 263 | −6,74 | ||||
| 2025-08-04 | 13F | Keybank National Association/oh | 114 721 | 8,45 | 5 581 | 9,13 | ||||
| 2025-07-10 | 13F | Trust Point Inc. | 1 688 601 | −7,10 | 82 151 | −6,52 | ||||
| 2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Midwest Capital Advisors, LLC | 2 408 | 0,00 | 117 | 0,86 | ||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 1 869 | 0,00 | 91 | 0,00 | ||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 9 890 | −11,38 | 481 | −10,76 | ||||
| 2025-07-16 | 13F | Arkansas Financial Group, Inc. | 137 067 | −4,75 | 6 624 | −4,04 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 13 656 | 14,71 | 664 | 15,30 | ||||
| 2025-07-08 | 13F | Rise Advisors, LLC | 307 | 0,99 | 15 | 0,00 | ||||
| 2025-07-08 | 13F | Arlington Trust Co LLC | 10 900 | 0,00 | 530 | 0,57 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 5 368 | 261 | ||||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 12 783 | 9,71 | 622 | 10,30 | ||||
| 2025-07-11 | 13F | First PREMIER Bank | 27 736 | −2,42 | 1 | 0,00 | ||||
| 2025-05-06 | 13F | Greenwood Gearhart Inc | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 5 652 | 0,75 | 275 | 1,11 | ||||
| 2025-04-30 | 13F | Mjp Associates Inc /adv | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Eaton Financial Holdings Company, LLC | 15 865 | −64,15 | 772 | −63,96 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 390 604 | 62,31 | 18 886 | 63,18 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 760 | 0,00 | 0 | |||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 8 | −92,79 | 0 | −100,00 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 83 246 | −12,31 | 4 050 | −11,77 | ||||
| 2025-08-11 | 13F | Rockbridge Investment Management, LCC | 39 695 | −2,33 | 1 931 | −1,73 | ||||
| 2025-08-06 | 13F | Cannon Financial Strategists, Inc. | 83 803 | 0,00 | 4 077 | 0,64 | ||||
| 2025-08-11 | 13F | Walter & Keenan Financial Consulting Co /mi/ /adv | 5 540 | 0,00 | 270 | 0,75 | ||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 13 685 | 1,65 | 666 | 2,31 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 169 | 0,60 | 8 | 0,00 | ||||
| 2025-07-16 | 13F | Cahaba Wealth Management, Inc. | 951 285 | −1,50 | 46 280 | −0,89 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 54 038 | −3,26 | 2 629 | −2,67 | ||||
| 2025-08-07 | 13F | Fonville Wealth Management LLC | 169 162 | 3,93 | 8 230 | 4,46 | ||||
| 2025-08-07 | 13F | Arbor Trust Wealth Advisors, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 56 325 | −8,81 | 2 740 | −8,24 | ||||
| 2025-07-01 | 13F | Burkett Financial Services, Llc | 2 245 | 4,86 | 109 | 5,83 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 15 586 | 0,76 | 758 | 1,47 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 19 681 | −0,48 | 957 | 0,10 | ||||
| 2025-07-14 | 13F | ABLE Financial Group, LLC | 17 972 | 0,00 | 874 | 0,69 | ||||
| 2025-08-12 | 13F | Manchester Capital Management LLC | 11 | 1 | ||||||
| 2025-07-07 | 13F | General Partner, Inc. | 245 | 0,00 | 12 | 0,00 | ||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 16 689 | 0,08 | 812 | 0,62 | ||||
| 2025-08-14 | 13F | TrueWealth Financial Partners | 15 806 | −56,44 | 769 | −56,21 | ||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Cranbrook Wealth Management, LLC | 154 557 | −4,71 | 7 519 | −4,12 | ||||
| 2025-07-28 | 13F | Copia Wealth Management | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Sheets Smith Wealth Management | 27 010 | 10,47 | 1 314 | 11,17 | ||||
| 2025-07-25 | 13F | Courage Miller Partners, LLC | 509 792 | −2,00 | 24 801 | −1,39 | ||||
| 2025-07-14 | 13F | Pacifica Partners Inc. | 504 | 1,00 | 25 | 0,00 | ||||
| 2025-07-29 | 13F | Kelman-Lazarov, Inc. | 6 851 | 1,03 | 333 | 1,83 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 58 007 | −6,35 | 2 822 | −5,74 | ||||
| 2025-08-14 | 13F | Osterweis Capital Management Inc | 438 | 0,46 | ||||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 5 | 0,00 | 0 | |||||
| 2025-08-06 | 13F | Eukles Asset Management | 29 376 | −2,11 | 1 429 | −1,52 | ||||
| 2025-07-09 | 13F | Bank of New Hampshire | 209 | 0,00 | 10 | 0,00 | ||||
| 2025-08-08 | 13F | TD Capital Management LLC | 78 207 | −3,51 | 3 805 | −2,91 | ||||
| 2025-07-11 | 13F | Luts & Greenleigh Group, Inc | 25 837 | −0,22 | 1 257 | 0,40 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 128 699 | 0,00 | 6 261 | 0,63 | ||||
| 2025-07-17 | 13F | Capital Insight Partners, Llc | 298 413 | −6,96 | 14 518 | −6,38 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 186 747 | 10,86 | 9 087 | 11,57 | ||||
| 2025-08-07 | 13F/A | Joseph Group Capital Management | 43 232 | −12,44 | 2 103 | −11,90 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 7 849 | −2,83 | 382 | −2,31 | ||||
| 2025-05-15 | 13F | Nova Wealth Management, Inc. | 15 | 0,00 | 1 | |||||
| 2025-08-14 | 13F | Horizon Investments, LLC | 71 | 0,00 | 3 | 0,00 | ||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 189 072 | −3,39 | 9 198 | −2,79 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 1 748 | 1 394,02 | 85 | 1 600,00 | ||||
| 2025-07-31 | 13F | Oak Harbor Wealth Partners, Llc | 8 619 | 25,35 | 419 | 26,20 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 764 741 | 9,11 | 37 205 | 9,79 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 597 | 2,93 | 29 | 3,57 | ||||
| 2025-07-17 | 13F | Park Place Capital Corp | 39 970 | 1 936 | ||||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 107 946 | 14,98 | 5 | 25,00 | ||||
| 2025-07-25 | 13F | Summa Corp. | 4 200 | 204 | ||||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 21 968 | 3,01 | 1 069 | 3,59 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 263 | 64,38 | 13 | 71,43 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 10 046 | 12,74 | 487 | 13,26 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 4 351 | 0,00 | 212 | 0,48 | ||||
| 2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 165 636 | −16,64 | 8 058 | −16,12 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 148 | 886,67 | 7 | |||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 22 707 | −0,01 | 1 101 | 0,18 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 24 798 | 102,22 | 1 206 | 103,72 | ||||
| 2025-07-24 | 13F | Rice Partnership, LLC | 3 812 | 185 | ||||||
| 2025-07-22 | 13F | Evensky & Katz LLC | 12 550 | 0,89 | 1 | |||||
| 2025-07-25 | 13F | Cwm, Llc | 12 297 | −7,47 | 1 | |||||
| 2025-07-25 | 13F | Stephens Consulting, LLC | 7 160 | −13,91 | 348 | −13,43 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 6 577 | −38,90 | 320 | −38,65 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 9 821 | −3,53 | 478 | −3,05 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 22 461 | 3,59 | 1 093 | 4,20 | ||||
| 2025-07-31 | 13F | LJI Wealth Management, LLC | 22 343 | −48,84 | 1 087 | −48,51 | ||||
| 2025-08-14 | 13F | UBS Group AG | 868 838 | −2,77 | 42 269 | −2,17 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 698 | 1,16 | 34 | 0,00 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 1 110 | 0,00 | 54 | 1,89 | ||||
| 2025-07-21 | 13F | HighMark Wealth Management LLC | 14 | 0,00 | 1 | |||||
| 2025-08-12 | 13F | Deutsche Bank Ag\ | 1 547 | 0,00 | 75 | 1,35 | ||||
| 2025-07-09 | 13F | Reyes Financial Architecture, Inc. | 424 | 0,00 | 21 | 0,00 | ||||
| 2025-08-07 | 13F | Brio Consultants, LLC | 129 174 | −1,48 | 6 284 | −0,87 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 7 732 | 16,01 | 376 | 16,77 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 571 138 | −0,63 | 27 786 | −0,01 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 34 094 | 18,43 | 1 659 | 19,19 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 669 | −1,47 | 33 | 0,00 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 540 | 14,41 | 26 | 18,18 | ||||
| 2025-07-10 | 13F | Security National Bank | 4 064 | −3,95 | 198 | −3,43 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 3 324 | 0,06 | 162 | 0,63 | ||||
| 2025-07-23 | 13F | Sachetta, LLC | 1 075 | 0,00 | 52 | 1,96 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 9 896 | −47,54 | 481 | −47,26 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-28 | 13F | Private Trust Co Na | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 16 929 | 1,93 | 820 | 2,25 | ||||
| 2025-04-18 | 13F | Global Trust Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Studio Investment Management Llc | 7 730 | −24,62 | 376 | −24,04 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 51 387 | −1,01 | 2 500 | −0,40 | ||||
| 2025-07-08 | 13F | Legacy Private Trust Co. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 4 604 | 224 | ||||||
| 2025-07-16 | 13F | Townsend Asset Management Corp /nc/ /adv | 185 | 0,00 | 9 | 12,50 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 46 901 | −0,95 | 2 282 | −0,35 | ||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 1 970 | 0,00 | 96 | 0,00 | ||||
| 2025-08-06 | 13F | Vantage Financial Partners, LLC | 27 765 | −2,49 | 1 351 | −1,89 | ||||
| 2025-05-07 | 13F | Spectrum Wealth Counsel, LLC | 4 796 | 0,00 | 232 | 0,87 | ||||
| 2025-08-11 | 13F | HHM Wealth Advisors, LLC | 24 216 | −1,70 | 1 178 | −1,09 | ||||
| 2025-08-06 | 13F | Longview Financial Advisors LLC | 619 | −86,99 | 30 | −86,96 | ||||
| 2025-07-15 | 13F | Bfsg, Llc | 2 977 | 1,88 | 145 | 2,13 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 13 546 | 145,84 | 1 | |||||
| 2025-07-24 | 13F | Accredited Investor Services, Llc | 9 881 | 1,73 | 481 | 2,35 | ||||
| 2025-07-30 | 13F | Paul Damon & Associates, Inc. | 6 454 | 314 | ||||||
| 2025-08-12 | 13F | Wealth Dimensions Group, Ltd. | 50 840 | 1,89 | 2 473 | 2,53 | ||||
| 2025-07-23 | 13F | Elevate Wealth Advisory, Inc | 6 088 | 455,98 | 296 | 469,23 | ||||
| 2025-07-28 | 13F | Hudson Capital Management LLC | 4 675 | 0,69 | 227 | 1,34 | ||||
| 2025-07-14 | 13F | Maryland Capital Advisors Inc. | 152 644 | 1 850,97 | 7 426 | 1 864,55 | ||||
| 2025-08-12 | 13F | Eldridge Investment Advisors, Inc. | 99 229 | 0,03 | 4 811 | 0,29 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 266 685 | 61,51 | 12 974 | 62,52 | ||||
| 2025-08-12 | 13F | Holderness Investments Co | 4 379 | 0,00 | 213 | 0,95 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Commonwealth Financial Services, LLC | 19 057 | −2,30 | 927 | −1,70 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 14 274 | −41,22 | 694 | −40,17 | ||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Boston Private Wealth Llc | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | MAI Capital Management | 13 902 | 2,60 | 676 | 3,21 | ||||
| 2025-08-01 | 13F | Oarsman Capital, Inc. | 21 261 | −9,40 | 1 034 | −8,82 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 6 540 | 318 | ||||||
| 2025-05-14 | 13F | Rockefeller Capital Management L.P. | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | Williams & Novak, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Wealth Management Resources, Inc. | 332 078 | 6,46 | 16 156 | 7,12 | ||||
| 2025-07-15 | 13F | Kopp Family Office, LLC | 2 173 | 0,00 | 106 | 0,00 | ||||
| 2025-07-25 | 13F | Northwest Capital Management Inc | 11 066 | 3,97 | 538 | 4,67 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 13 238 | −11,25 | 644 | −10,68 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 706 | 0,00 | 34 | 0,00 | ||||
| 2025-07-03 | 13F | Garde Capital, Inc. | 7 190 | 0,00 | 350 | 0,58 | ||||
| 2025-08-05 | 13F | Aviance Capital Partners, LLC | 8 198 | −3,26 | 399 | −2,69 | ||||
| 2025-04-24 | 13F | Boyd Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Woodside Wealth Management LLC | 956 | 2,14 | 47 | 2,22 | ||||
| 2025-07-29 | 13F | Regions Financial Corp | 0 | −100,00 | 0 | |||||
| 2025-05-13 | 13F | Northern Trust Corp | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Abundance Wealth Counselors | 218 284 | −5,24 | 11 | −9,09 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 575 | 0,00 | 28 | 0,00 | ||||
| 2025-04-22 | 13F | PFG Investments, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Omega Financial Group, LLC | 273 767 | 1,39 | 13 319 | 2,01 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 194 672 | −5,57 | 9 471 | −4,99 | ||||
| 2025-05-28 | 13F | Intrua Financial, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 108 | 0,00 | 5 | 0,00 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 513 291 | 59,97 | 24 979 | 61,00 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 4 590 | 4,53 | 223 | 5,19 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 99 409 | −51,90 | 4 836 | −51,60 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 17 629 | 62,73 | 858 | 63,86 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 9 460 | −32,36 | 460 | −31,95 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 11 043 | 537 | ||||||
| 2025-08-07 | 13F | Samalin Investment Counsel, LLC | 55 239 | 0,54 | 2 687 | 1,17 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 37 471 | 13,88 | 1 823 | 14,59 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 1 113 | −35,06 | 54 | −34,15 | ||||
| 2025-05-08 | 13F | Modera Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | MKT Advisors LLC | 37 719 | −3,42 | 1 827 | −2,82 | ||||
| 2025-08-11 | 13F | Estate Counselors, LLC | 104 630 | 5 090 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 6 359 | 405,48 | 309 | 415,00 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 158 312 | 1,24 | 8 | 0,00 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 0 | |||||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 14 461 | 5,86 | 704 | 6,52 | ||||
| 2025-07-22 | 13F | MBL Wealth, LLC | 710 403 | −0,78 | 34 561 | −0,16 | ||||
| 2025-07-25 | 13F | Iron Financial, LLC | 221 121 | 0,88 | 10 758 | 1,51 | ||||
| 2025-08-12 | 13F | Weaver Consulting Group | 4 470 | 217 | ||||||
| 2025-08-12 | 13F | Richard W. Paul & Associates, LLC | 41 452 | −1,45 | 2 017 | −0,84 | ||||
| 2025-08-13 | 13F | Fpc Investment Advisory, Inc. | 545 274 | 7,88 | 26 473 | 8,69 | ||||
| 2025-07-15 | 13F | Buttonwood Financial Advisors Inc. | 187 435 | 1,08 | 9 119 | 1,71 | ||||
| 2025-07-31 | 13F | BIP Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-03 | 13F | First Hawaiian Bank | 89 050 | 0,66 | 4 306 | 1,89 | ||||
| 2025-07-23 | 13F | Godsey & Gibb Associates | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Providence First Trust Co | 130 588 | 1,56 | 6 353 | 2,19 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 32 406 | −2,89 | 1 577 | −2,11 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 2 382 | 0,00 | 0 | |||||
| 2025-08-14 | 13F | Mariner, LLC | 1 156 571 | 2,00 | 56 267 | 2,63 | ||||
| 2025-04-25 | 13F | MidAtlantic Capital Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 22 955 | −10,29 | 1 117 | −9,78 | ||||
| 2025-05-02 | 13F | Transcendent Capital Group LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 23 805 | 14,00 | 1 158 | 14,77 | ||||
| 2025-08-11 | 13F | Wescott Financial Advisory Group, LLC | 182 860 | 1,28 | 8 896 | 1,91 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 18 373 | 16,54 | 894 | 17,19 | ||||
| 2025-07-14 | 13F | Rooted Wealth Advisors, Inc. | 83 935 | 7,12 | 4 060 | 7,15 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 626 164 | 12,14 | 30 463 | 12,83 | ||||
| 2025-07-15 | 13F | LVZ Advisors, Inc. | 6 598 | −32,79 | 321 | −32,49 | ||||
| 2025-08-01 | 13F | Zhang Financial LLC | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Prosperity Planning, Inc. | 41 623 | 3,16 | ||||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 21 183 | 0,18 | 1 031 | 0,78 | ||||
| 2025-07-09 | 13F | Lineweaver Wealth Advisors, LLC | 249 026 | 23,52 | 12 115 | 24,28 | ||||
| 2025-08-08 | 13F | Atlantic Trust, LLC | 163 | 0,00 | 8 | 0,00 | ||||
| 2025-08-14 | 13F | Fortress Financial Group, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Schwab Charitable Fund | 15 083 | 0,00 | 734 | 0,55 | ||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Columbus Macro, LLC | 30 692 | −20,25 | 1 493 | −19,73 | ||||
| 2025-04-15 | 13F | EdgeRock Capital LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Bluestem Financial Advisors, Llc | 105 976 | −3,84 | 5 156 | −3,25 | ||||
| 2025-08-07 | 13F | Argent Advisors, Inc. | 296 781 | −0,93 | 14 438 | −0,32 | ||||
| 2025-08-12 | 13F | Seeds Investor Llc | 72 102 | 16,70 | 3 508 | 17,41 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 32 | −41,82 | 2 | −50,00 | ||||
| 2025-07-10 | 13F | Charter Oak Capital Management, LLC | 37 200 | 0,16 | 1 810 | 0,78 | ||||
| 2025-07-17 | 13F | Wolff Wiese Magana Llc | 3 | 0,00 | 0 | |||||
| 2025-08-01 | 13F | Koss-Olinger Consulting, LLC | 468 079 | −4,93 | 22 772 | −4,34 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 35 361 | 4,18 | 1 720 | 4,81 | ||||
| 2025-07-24 | 13F | McKinley Carter Wealth Services, Inc. | 30 133 | −36,25 | 1 466 | −35,89 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 0 | −100,00 | 0 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 5 130 | 6,88 | 250 | 7,33 | ||||
| 2025-07-16 | 13F | PFS Partners, LLC | 5 432 | 0,00 | 264 | 0,76 | ||||
| 2025-08-04 | 13F | Center for Financial Planning, Inc. | 20 845 | 0,00 | 1 014 | 0,70 | ||||
| 2025-04-28 | 13F | First Horizon Advisors, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-08 | 13F | Corepath Wealth Partners Llc | 115 079 | −5,22 | 5 568 | −4,89 | ||||
| 2025-07-21 | 13F | Keystone Financial Group, Inc. | 44 739 | 11,16 | 2 168 | 11,59 | ||||
| 2025-05-15 | 13F | Icon Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Smith & Howard Wealth Management, LLC | 5 543 | 0,00 | 270 | 0,37 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 762 | 37 | ||||||
| 2025-08-14 | 13F | FC Advisory LLC | 32 778 | 1,46 | 1 595 | 2,11 | ||||
| 2025-08-14 | 13F | Transamerica Financial Advisors, Inc. | 53 | 0,00 | 3 | |||||
| 2025-07-24 | 13F | KFA Private Wealth Group, LLC | 148 933 | 6,02 | 7 246 | 6,69 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 489 | 0,00 | 24 | 0,00 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 4 900 | 15,32 | 238 | 16,10 | ||||
| 2025-08-11 | 13F | Anderson Financial Strategies, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Banque Transatlantique SA | 1 442 | 0,00 | 70 | 9,38 | ||||
| 2025-07-17 | 13F | SC&H Financial Advisors, Inc. | 7 372 | 0,64 | 359 | 1,13 | ||||
| 2025-07-29 | 13F | Values First Advisors, Inc. | 127 765 | −1,27 | 6 216 | −0,66 | ||||
| 2025-08-07 | 13F | Wealth Forward, LLC | 5 042 | 0,00 | 245 | 0,82 | ||||
| 2025-05-05 | 13F | Peterson Wealth Services | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Main Street Research LLC | 18 966 | 9,76 | 923 | 10,42 | ||||
| 2025-08-14 | 13F | Headinvest, Llc | 19 847 | 0,00 | 966 | 0,63 | ||||
| 2025-07-29 | 13F | Level Wealth Management LLC | 8 591 | −57,41 | 418 | −57,23 | ||||
| 2025-08-08 | 13F | eCIO, Inc. | 53 961 | 1,02 | 2 625 | 1,67 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 146 | −62,47 | 7 | −61,11 | ||||
| 2025-07-15 | 13F | Christensen, King & Associates Investment Services, Inc. | 6 709 | 0,74 | 326 | 1,56 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-25 | 13F | Silverlake Wealth Management Llc | 4 930 | 240 | ||||||
| 2025-05-02 | 13F | Cable Hill Partners, LLC | 18 701 | 13,09 | 909 | 15,08 | ||||
| 2025-07-24 | 13F | Strengthening Families & Communities, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Morgan Stanley | 729 001 | 11,30 | 35 466 | 11,99 | ||||
| 2025-07-07 | 13F | Global Wealth Strategies & Associates | 4 | −99,06 | 0 | −100,00 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 8 207 | −31,27 | 399 | −30,85 | ||||
| 2025-07-28 | 13F | JGP Wealth Management, LLC | 134 602 | 2,74 | 6 548 | 3,38 | ||||
| 2025-08-14 | 13F | State Of Wisconsin Investment Board | 5 128 625 | 1,64 | 249 508 | 2,27 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 114 070 | 20,04 | 5 550 | 22,25 | ||||
| 2025-08-08 | 13F | Independence Financial Advisors, LLC | 271 837 | 1,13 | 13 225 | 1,75 | ||||
| 2025-08-13 | 13F | Baker Avenue Asset Management, LP | 65 714 | 0,00 | 3 197 | 0,60 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 63 852 | 16,79 | 3 106 | 17,52 | ||||
| 2025-08-19 | 13F | Cim, Llc | 563 058 | 2,31 | 27 393 | 2,94 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 779 | 0,00 | 38 | 0,00 | ||||
| 2025-05-19 | 13F | Heck Capital Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 14 099 | 4,29 | 685 | 4,90 | ||||
| 2025-07-31 | 13F | Opus Capital Group, LLC | 11 914 | 0,24 | 1 | |||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 643 | −53,47 | 31 | −53,03 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 3 494 | 1,36 | 0 | |||||
| 2025-07-25 | 13F | Wealth Architects, LLC | 4 546 | −36,04 | 221 | −35,57 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 60 607 | −4,85 | 2 932 | −4,77 | ||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 4 131 | −4,88 | 201 | −4,31 | ||||
| 2025-07-29 | 13F | TFC Financial Management | 19 350 | 941 | ||||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 64 | 0,00 | 3 | 0,00 | ||||
| 2025-07-29 | 13F | Spirit Of America Management Corp/ny | 7 006 | −2,68 | 340 | −2,59 | ||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 4 767 | −8,66 | 232 | −8,33 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 58 273 | −4,37 | 2 835 | −3,80 | ||||
| 2025-08-05 | 13F | Flynn Zito Capital Management, Llc | 4 552 | −17,89 | 221 | −17,54 | ||||
| 2025-08-13 | 13F | 1832 Asset Management L.P. | 31 184 | 4,17 | 1 517 | 4,84 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 522 230 | −38,71 | 25 405 | −38,33 | ||||
| 2025-08-08 | 13F | Horizon Family Wealth, Inc. | 37 499 | −1,35 | 1 824 | −0,71 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 3 955 | 192 | ||||||
| 2025-08-13 | 13F | Legacy Capital Wealth Partners, LLC | 8 867 | 0,00 | 431 | 0,70 | ||||
| 2025-07-15 | 13F | Jarislowsky, Fraser Ltd | 1 564 | 0,00 | ||||||
| 2025-08-12 | 13F | South Plains Financial, Inc. | 31 534 | 10,96 | 1 534 | 11,73 | ||||
| 2025-05-06 | 13F | Advisor OS, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Turn8 Private Wealth Inc. | 58 026 | 4,56 | 2 823 | 5,10 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 930 891 | 24,22 | 45 288 | 25,00 | ||||
| 2025-08-14 | 13F | Valley Forge Investment Consultants Inc Adv | 5 570 | 1,31 | 271 | 1,89 | ||||
| 2025-08-08 | 13F | Creative Planning | 214 769 | −8,45 | 10 449 | −7,89 | ||||
| 2025-07-21 | 13F | Crews Bank & Trust | 1 880 | 0,00 | 91 | 1,11 | ||||
| 2025-07-30 | 13F | Townsend & Associates, Inc | 1 110 526 | 1,59 | 53 861 | 2,27 | ||||
| 2025-07-11 | 13F | Quad-Cities Investment Group, LLC | 20 088 | −1,33 | 977 | −0,71 | ||||
| 2025-07-15 | 13F | Patriot Investment Management Inc. | 4 488 | −8,74 | 218 | −8,02 | ||||
| 2025-08-14 | 13F | BCS Private Wealth Management, Inc. | 5 000 | 0 | ||||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 26 251 | 324,57 | 1 277 | 328,52 | ||||
| 2025-08-11 | 13F | Bellwether Advisors, LLC | 27 643 | 2,45 | 1 345 | 3,07 | ||||
| 2025-08-05 | 13F | Magnolia Capital Advisors Llc | 7 122 | −11,91 | 346 | −11,28 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 268 229 | 13,27 | 13 049 | 13,98 | ||||
| 2025-08-12 | 13F | Sfmg, Llc | 5 210 | 4,68 | 253 | 5,42 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-28 | 13F | DORVAL Corp | 289 020 | 2,94 | 14 061 | 3,62 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 64 | 0,00 | 3 | 0,00 | ||||
| 2025-07-08 | 13F | Goldstone Financial Group, LLC | 43 545 | −28,96 | 2 107 | −28,92 | ||||
| 2025-07-28 | 13F | Rik Saylor Financial, Inc. | 30 055 | −6,02 | 1 462 | −5,43 | ||||
| 2025-07-30 | 13F | Pittenger & Anderson Inc | 485 522 | 2,28 | 23 621 | 2,91 | ||||
| 2025-08-13 | 13F | Acorns Advisers, LLC | 10 198 998 | −6,63 | 496 | −6,06 | ||||
| 2025-07-14 | 13F | Infinity Wealth Counsel, LLC | 5 560 | −3,47 | 270 | −2,88 | ||||
| 2025-07-28 | 13F | Morris Financial Concepts, Inc. | 167 204 | −2,17 | 8 134 | −1,56 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 11 620 | −14,24 | 565 | −13,74 | ||||
| 2025-08-06 | 13F | Strategic Financial Partners, Ltd. | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Washington Trust Bank | 43 684 | 197,23 | 2 125 | 199,30 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 10 498 | 84,56 | 511 | 85,45 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 68 331 | 0,29 | 3 324 | 0,91 | ||||
| 2025-07-15 | 13F | Pine Haven Investment Counsel, Inc | 16 485 | 1,85 | 802 | 2,43 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 2 656 | 3 024,71 | 129 | 3 125,00 | ||||
| 2025-08-05 | 13F | Crestwood Advisors Group LLC | 18 152 | 52,85 | 883 | 53,83 | ||||
| 2025-08-07 | 13F | Sound View Wealth Advisors Group, LLC | 50 322 | −0,82 | 2 448 | −0,20 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 99 069 | 53,09 | 4 820 | 54,06 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 14 037 | −6,89 | 683 | −6,32 | ||||
| 2025-08-13 | 13F | Millstone Evans Group, LLC | 16 | 0,00 | 1 | |||||
| 2025-08-06 | 13F | Stone House Investment Management, LLC | 42 598 | 3,09 | 2 072 | 3,76 | ||||
| 2025-07-16 | 13F | ORG Wealth Partners, LLC | 313 | 0,00 | 15 | 0,00 | ||||
| 2025-07-22 | 13F | Hill Island Financial Llc | 24 020 | −9,95 | 1 169 | −9,39 | ||||
| 2025-07-24 | 13F | PDS Planning, Inc | 43 627 | 1,06 | 2 122 | 1,68 | ||||
| 2025-04-22 | 13F/A | NorthRock Partners, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 519 | 0,19 | 25 | 0,00 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 57 776 | 13,36 | 2 811 | 14,04 | ||||
| 2025-07-18 | 13F | SigFig Wealth Management, LLC | 5 037 | 245 | ||||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 4 176 | −38,22 | 203 | −37,73 | ||||
| 2025-08-18 | 13F | Front Row Advisors LLC | 50 | 0,00 | 2 | 0,00 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 193 801 | −1,45 | 9 | 0,00 | ||||
| 2025-07-29 | 13F | Mine & Arao Wealth Creation & Management, LLC. | 13 582 | −1,29 | 661 | −0,75 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 406 500 | −23,07 | 19 776 | −22,59 | ||||
| 2025-08-04 | 13F | Clear Investment Research, Llc | 1 932 | 0,52 | 94 | 2,17 | ||||
| 2025-08-13 | 13F | Quadrant Capital Group Llc | 0 | −100,00 | 0 |
Other Listings
| CL:ISTBCL |
