Grundläggande statistik
| Institutionella ägare | 210 total, 210 long only, 0 short only, 0 long/short - change of −4,55% MRQ |
| Genomsnittlig portföljallokering | 0.4237 % - change of −4,78% MRQ |
| Institutionella aktier (lång) | 36 729 634 (ex 13D/G) - change of −3,24MM shares −8,10% MRQ |
| Institutionellt värde (lång) | $ 3 027 166 USD ($1000) |
Institutionellt ägande och aktieägare
iShares Trust - iShares Russell Top 200 Value ETF (US:IWX) har 210 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 36,729,634 aktier. Största aktieägare inkluderar Tiaa Trust, National Association, Envestnet Portfolio Solutions, Inc., First Citizens Bank & Trust Co, AE Wealth Management LLC, Lido Advisors, LLC, Orion Portfolio Solutions, LLC, Boston Private Wealth Llc, Richard P Slaughter Associates Inc, BRYN MAWR TRUST Co, and First Citizens Asset Management, Inc. .
iShares Trust - iShares Russell Top 200 Value ETF (ARCA:IWX) 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 87,34 / share. Previously, on September 16, 2024, the share price was 80,39 / share. This represents an increase of 8,65% over that period.
Fondsentimentets poäng
Fondsentimentet poängen(fka Ägarackumulation-poäng) visar vilka aktier som är mest köpta av fonder. Det är resultatet av en sofistikerad kvantitativ flerfaktormodell som identifierar företag med de högsta nivåerna av institutionell ackumulering. Poängsättningsmodellen använder en kombination av den totala ökningen av redovisade ägare, förändringarna i portföljallokeringarna för dessa ägare och andra mått. Siffran sträcker sig från 0 till 100, där högre siffror indikerar en högre nivå av ackumulering i förhållande till sina konkurrenter, och 50 är genomsnittet.
Uppdateringsfrekvens: Dagligen
Se Ownership Explorer, som innehåller en lista över de högst rankade företagen.
Institutionell sälj/köp-kvot
Förutom att rapportera vanliga eget kapital- och skuldemissioner måste institutioner med mer än 100MM tillgångar under förvaltning också avslöja sina innehav av sälj- och köpoptioner. Eftersom säljoptioner i allmänhet indikerar ett negativt sentiment och köpoptioner indikerar ett positivt sentiment, kan vi få en uppfattning om det övergripande institutionella sentimentet genom att plotta förhållandet mellan säljoptioner och köpoptioner. Diagrammet till höger visar det historiska förhållandet mellan sälj- och köpoptioner för detta instrument.
Genom att använda sälj/köp-kvoten som en indikator på aktieägarnas sentiment undviker man en av de största bristerna med att använda det totala institutionella ägandet, nämligen att en betydande del av de förvaltade tillgångarna investeras passivt för att följa index. Passivt förvaltade fonder köper vanligtvis inte optioner, så indikatorn för sälj/köp-kvoten ger en bättre bild av stämningen i aktivt förvaltade fonder.
13F- och NPORT-arkiveringar
Detaljer om 13F-arkiveringar är gratis. Detaljer om NP-arkiveringar kräver ett premiummedlemskap. Gröna rader indikerar nya positioner. Röda rader indikerar stängda positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
Uppgradera
för att låsa upp premiumdata och exportera till Excel 
.
| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 2 377 | 2 512,09 | 200 | 2 757,14 | ||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 3 534 | 298 | ||||||
| 2025-08-12 | 13F | Kohmann Bosshard Financial Services, LLC | 9 398 | 0,00 | 791 | 2,46 | ||||
| 2025-07-08 | 13F | Richard P Slaughter Associates Inc | 509 205 | 22,08 | 42 870 | 25,07 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 1 318 | 14,61 | 111 | 18,09 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 3 028 | −49,64 | 255 | −48,58 | ||||
| 2025-07-16 | 13F | GenWealth Group, Inc. | 5 836 | 0,00 | 491 | 2,51 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 1 795 | 0,00 | 151 | 2,72 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Virtue Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 183 593 | 85,53 | 15 457 | 90,06 | ||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 18 748 | −2,08 | 1 541 | 1,78 | ||||
| 2025-07-30 | 13F | LifeWealth Investments, LLC | 159 893 | 22,82 | 13 461 | 25,83 | ||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 25 740 | 2 167 | ||||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 12 631 293 | 13,20 | 1 063 429 | 15,97 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 73 | 0,00 | 6 | 20,00 | ||||
| 2025-08-06 | 13F | Centerpoint Advisory Group | 10 384 | 26,56 | 874 | 29,67 | ||||
| 2025-05-21 | 13F/A | Geneos Wealth Management Inc. | 13 780 | 1 132 | ||||||
| 2025-08-06 | 13F | Anchor Capital Advisors Llc | 2 570 | −20,19 | 216 | −18,18 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 4 564 | 0,00 | 384 | 2,40 | ||||
| 2025-08-12 | 13F | Argent Trust Co | 3 113 | 262 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 10 311 | 210,29 | 868 | 217,95 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 15 584 | 1,90 | 1 312 | 4,46 | ||||
| 2025-08-11 | 13F | Greykasell Wealth Strategies, Inc. | 203 | 0,00 | 17 | 6,25 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 366 | −65,11 | 31 | −65,12 | ||||
| 2025-08-14 | 13F | LifePlan Investment Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Mariner, LLC | 53 597 | 57,89 | 4 512 | 61,78 | ||||
| 2025-07-22 | 13F | Confluence Wealth Services, Inc. | 6 029 | 508 | ||||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 5 348 | 450 | ||||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 1 000 | −9,09 | 84 | −6,67 | ||||
| 2025-07-22 | 13F | JSF Financial, LLC | 256 923 | 1,03 | 21 630 | 3,50 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 103 | 0,00 | 9 | 0,00 | ||||
| 2025-07-30 | 13F | First Citizens Bank & Trust Co | 6 207 939 | 6,26 | 522 646 | 8,86 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 3 121 | −81,18 | 263 | −80,78 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 129 255 | 729,73 | 10 633 | 730,63 | ||||
| 2025-07-17 | 13F | One Wealth Advisors, LLC | 4 594 | 0,00 | 387 | 2,39 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 5 066 | 0,00 | 427 | 2,40 | ||||
| 2025-07-14 | 13F | Iams Wealth Management, Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 5 583 | −3,26 | 470 | −1,05 | ||||
| 2025-07-21 | 13F | Pacific Financial Group Inc | 2 471 | 0,37 | 208 | 2,48 | ||||
| 2025-04-22 | 13F | Veridan Wealth LLC | 67 148 | 19,15 | 5 518 | 17,98 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 7 922 | 1 | ||||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 4 398 | 0,00 | 370 | 2,49 | ||||
| 2025-07-23 | 13F | Country Club Bank /gfn | 19 996 | −4,04 | 1 678 | −1,00 | ||||
| 2025-08-04 | 13F | Center for Financial Planning, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | BLB&B Advisors, LLC | 2 387 | 201 | ||||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 3 768 | 0,00 | 317 | 2,59 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 135 957 | −3,27 | 11 446 | −0,90 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | GWM Advisors LLC | 169 485 | −0,51 | 14 269 | 1,92 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 1 952 | 0,00 | 0 | |||||
| 2025-05-07 | 13F | Spectrum Wealth Counsel, LLC | 406 | 0,00 | 33 | 3,13 | ||||
| 2025-07-09 | 13F | Pallas Capital Advisors LLC | 3 768 | 0,00 | 317 | 2,59 | ||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Synovus Financial Corp | 10 855 | 1,77 | 914 | 4,34 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 50 180 | 0,00 | 4 225 | 2,45 | ||||
| 2025-07-18 | 13F | Arcadia Wealth Management, LLC | 15 672 | −5,09 | 1 319 | −2,73 | ||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 1 435 | −45,48 | 121 | −44,44 | ||||
| 2025-07-09 | 13F | Affinity Capital Advisors, LLC | 4 628 | 0,52 | 390 | 9,58 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 6 568 250 | 4,74 | 552 981 | 7,30 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 75 178 | 6,83 | 6 | 20,00 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 1 177 | 0,00 | 99 | 3,13 | ||||
| 2025-08-07 | 13F | Howard Bailey Securities, Llc | 146 932 | −2,71 | 12 370 | −0,33 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 10 246 | 10,41 | 863 | 13,12 | ||||
| 2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Beacon Financial Group | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 2 415 | 203 | ||||||
| 2025-08-14 | 13F | Fmr Llc | 9 457 | −10,22 | 796 | −7,98 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 6 153 | 71,63 | 518 | 76,19 | ||||
| 2025-08-07 | 13F | Fidelis Capital Partners, LLC | 15 678 | −7,16 | 1 316 | −0,75 | ||||
| 2025-07-25 | 13F | Fifth Third Wealth Advisors LLC | 17 483 | 17,75 | 1 472 | 20,57 | ||||
| 2025-08-13 | 13F | M&t Bank Corp | 4 753 | 0,00 | 400 | 2,56 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 913 | −81,88 | 77 | −81,64 | ||||
| 2025-07-29 | 13F | Horst & Graben Wealth Management LLC | 117 978 | −1,23 | 9 933 | 1,18 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 3 837 | −3,33 | 323 | −0,92 | ||||
| 2025-07-15 | 13F | FLP Wealth Management, LLC | 6 045 | 8,39 | 497 | 12,73 | ||||
| 2025-07-22 | 13F | Yoder Wealth Management, Inc. | 3 741 | 0,00 | 315 | 2,28 | ||||
| 2025-07-22 | 13F | Alta Wealth Advisors LLC | 2 632 | 3,95 | 222 | 6,25 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 2 641 | 0,00 | 222 | 2,30 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 99 635 | −4,98 | 8 388 | −2,66 | ||||
| 2025-06-13 | 13F | Optima Capital Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 3 232 | −38,95 | 272 | −37,47 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 186 | 0,00 | 16 | 7,14 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 203 661 | −12,18 | 17 | −10,53 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 10 220 | 0,00 | 860 | 2,50 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 174 | 15 | ||||||
| 2025-07-22 | 13F | MBL Wealth, LLC | 6 500 | −18,75 | 547 | −16,74 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 3 228 | 0,00 | 0 | |||||
| 2025-07-18 | 13F | B.O.S.S. Retirement Advisors, LLC | 68 075 | −3,52 | 5 731 | −1,16 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 1 878 | 26,89 | 158 | 30,58 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 848 | 0,00 | 71 | 2,90 | ||||
| 2025-07-31 | 13F | Waldron Private Wealth LLC | 17 308 | 0,00 | 1 457 | 2,46 | ||||
| 2025-08-05 | 13F | Lord & Richards Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-12 | 13F | Savvy Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Centennial Wealth Advisory LLC | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 10 151 | −27,39 | 855 | −25,61 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 5 819 | 490 | ||||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 8 851 | 0,00 | 745 | 2,48 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 671 | 1 297,92 | 56 | 1 766,67 | ||||
| 2025-08-13 | 13F | Victory Financial Group, Llc | 8 457 | 0,00 | 712 | 2,45 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 79 489 | −98,05 | 6 692 | −98,01 | ||||
| 2025-08-06 | 13F | Wsfs Capital Management, Llc | 221 662 | 16,40 | 18 662 | 19,25 | ||||
| 2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 48 | 4 | ||||||
| 2025-07-31 | 13F | GLOBALT Investments LLC / GA | 66 882 | −1,14 | 5 631 | 1,28 | ||||
| 2025-08-11 | 13F | Kingdom Financial Group LLC. | 86 942 | −43,47 | 7 320 | −42,09 | ||||
| 2025-08-14 | 13F | Legacy Advisory Services, LLC | 67 162 | −2,34 | 5 654 | 0,05 | ||||
| 2025-08-14 | 13F | UBS Group AG | 303 263 | 0,34 | 25 532 | 2,80 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 182 | −77,28 | 15 | −76,92 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 5 102 | 0,00 | 430 | 2,39 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 546 | −25,21 | 45 | −22,81 | ||||
| 2025-08-12 | 13F | Maripau Wealth Management Llc | 3 510 | −2,69 | 296 | −0,34 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 7 691 | 0,00 | 648 | 2,37 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 1 017 400 | 0,57 | 85 655 | 3,03 | ||||
| 2025-08-08 | 13F | Atlantic Trust, LLC | 103 | 9 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 51 556 | −56,16 | 4 | −55,56 | ||||
| 2025-04-30 | 13F | Linden Thomas Advisory Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-25 | 13F | Silverlake Wealth Management Llc | 3 519 | −18,58 | 296 | −16,62 | ||||
| 2025-08-07 | 13F | Evoke Wealth, Llc | 4 148 | 349 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 410 | −38,44 | 35 | −37,04 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 10 564 | 23,38 | 889 | 26,46 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 553 731 | 45 506 | ||||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 7 652 | 644 | ||||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 58 | 107,14 | 5 | 100,00 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 17 510 | 1 474 | ||||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 168 732 | 9,79 | 14 206 | 12,48 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 3 543 | −0,51 | 298 | 2,05 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 298 492 | −16,04 | 25 131 | −13,99 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 7 209 | 607 | ||||||
| 2025-08-08 | 13F | Gts Securities Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 12 071 | 2,79 | 1 016 | 5,28 | ||||
| 2025-05-06 | 13F | Fpc Investment Advisory, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 18 694 | −67,29 | 1 574 | −66,50 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 31 504 | −24,91 | 2 652 | −23,06 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 471 432 | 11,91 | 39 690 | 14,64 | ||||
| 2025-05-08 | 13F | Great Valley Advisor Group, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 6 102 | 1,70 | 514 | 4,06 | ||||
| 2025-08-14 | 13F | Clark Capital Management Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Colony Group, LLC | 2 785 | 234 | ||||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 8 279 | 11,92 | 697 | 14,83 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 118 934 | 16,12 | 10 013 | 18,96 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 2 019 | 6,88 | 170 | 9,03 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 6 991 | 49,32 | 589 | 53,13 | ||||
| 2025-04-29 | 13F | YANKCOM Partnership | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Ballast Advisors Llc | 3 606 | 0,00 | 304 | 2,36 | ||||
| 2025-08-07 | 13F | Prime Buchholz LLC | 22 780 | 0,00 | 1 918 | 2,40 | ||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 3 145 | 0,00 | 265 | 2,33 | ||||
| 2025-08-01 | 13F | FSA Advisors, Inc. | 5 331 | 43,73 | 449 | 47,37 | ||||
| 2025-08-04 | 13F | Family Wealth Group, LLC | 28 360 | −2,17 | 2 388 | 0,21 | ||||
| 2025-07-25 | 13F | Richardson Financial Services Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 387 274 | 8 319,00 | 5 | −98,94 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 999 539 | −3,54 | 84 151 | −1,18 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 2 436 | −31,36 | 205 | −29,55 | ||||
| 2025-08-14 | 13F | Brinker Capital Investments, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Comerica Bank | 2 439 | 2 703,45 | 205 | 2 828,57 | ||||
| 2025-07-11 | 13F | Diversified Trust Co | 3 141 | 0,00 | 264 | 2,33 | ||||
| 2025-07-24 | 13F | KFA Private Wealth Group, LLC | 2 613 | −13,45 | 220 | −11,69 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 208 398 | −7,52 | 17 545 | −5,25 | ||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 3 411 | −17,79 | 287 | −15,59 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 13 264 | 25,01 | 1 113 | 28,97 | ||||
| 2025-04-15 | 13F | West Paces Advisors Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 5 720 | 482 | ||||||
| 2025-05-14 | 13F/A | Miramar Fiduciary Corp | 8 111 | 388 | ||||||
| 2025-08-06 | 13F | Decker Retirement Planning Inc. | 9 353 | −1,37 | 787 | 1,03 | ||||
| 2025-07-18 | 13F | SigFig Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Heck Capital Advisors, LLC | 13 366 | 149,41 | 1 125 | 155,68 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Centricity Wealth Management, LLC | 1 830 | 169,12 | 154 | 180,00 | ||||
| 2025-07-15 | 13F | Colonial River Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Creative Planning | 0 | −100,00 | 0 | |||||
| 2025-05-06 | 13F | Proficio Capital Partners LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-07 | 13F | Global Wealth Management Investment Advisory, Inc. | 24 309 | −3,41 | 2 047 | −1,06 | ||||
| 2025-07-24 | 13F | McKinley Carter Wealth Services, Inc. | 13 809 | 18,63 | 1 163 | 21,55 | ||||
| 2025-08-13 | 13F | Gibbs Wealth Management | 6 677 | 562 | ||||||
| 2025-07-23 | 13F | REAP Financial Group, LLC | 4 470 | −0,75 | 376 | 1,62 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 203 059 | −0,58 | 17 096 | 1,85 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 23 223 | −18,69 | 1 955 | −16,70 | ||||
| 2025-08-06 | 13F | New Millennium Group LLC | 95 | −51,53 | 8 | −56,25 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 79 514 | −87,27 | 6 694 | −86,96 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 43 862 | −87,28 | 3 693 | −86,97 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 1 | −99,37 | 0 | −100,00 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 14 061 | 0,00 | 1 184 | 2,42 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 1 341 | 113 | ||||||
| 2025-08-13 | 13F | SMART Wealth LLC | 6 729 | −0,52 | 567 | 1,98 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 14 187 | −2,39 | 1 194 | 0,00 | ||||
| 2025-08-14 | 13F | Voya Investment Management Llc | 29 994 | −22,31 | 2 525 | −20,40 | ||||
| 2025-07-10 | 13F | Compton Wealth Advisory Group, LLC | 247 717 | 0,50 | 20 855 | 2,96 | ||||
| 2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 16 537 | 5,01 | 1 392 | 20,73 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 17 005 | 1 432 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 96 | −52,24 | 8 | −46,67 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 55 778 | −0,21 | 4 566 | 6,04 | ||||
| 2025-04-10 | 13F | Clarus Wealth Advisors | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | Concorde Asset Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 3 017 | 65,77 | 254 | 70,47 | ||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 2 854 | −37,25 | 240 | −35,66 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 5 909 | 497 | ||||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 8 511 | −10,41 | 714 | −7,51 | ||||
| 2025-07-16 | 13F | Lloyd Advisory Services, LLC. | 8 859 | 0,77 | 746 | 3,19 | ||||
| 2025-08-13 | 13F | 1832 Asset Management L.P. | 5 431 | 0,00 | 457 | 2,47 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Brookstone Capital Management | 9 733 | 819 | ||||||
| 2025-08-11 | 13F | Pineridge Advisors LLC | 4 248 | 1,99 | 358 | 4,39 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 11 203 | −4,17 | 943 | −1,77 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 17 705 | −25,42 | 1 | 0,00 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 6 621 | −22,47 | 557 | −20,54 | ||||
| 2025-08-08 | 13F/A | Sterling Capital Management LLC | 238 514 | 0,14 | 20 080 | 2,59 | ||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 5 441 | 0,00 | 447 | 3,95 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 1 578 | −24,68 | 133 | −23,26 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 31 000 | 2 610 | ||||||
| 2025-07-18 | 13F | Truist Financial Corp | 186 379 | −0,36 | 15 691 | 2,08 | ||||
| 2025-07-24 | 13F | Vantage Point Financial LLC | 4 515 | 0,02 | 380 | 2,70 | ||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 33 872 | −10,35 | 2 852 | −8,18 | ||||
| 2025-08-14 | 13F | First Citizens Asset Management, Inc. | 465 765 | −4,31 | 39 213 | −1,97 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 9 800 | 825 | ||||||
| 2025-08-01 | 13F | Bessemer Group Inc | 0 | −100,00 | 0 | |||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 400 | 0,00 | 34 | 3,13 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 267 | 0,00 | 22 | 4,76 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 3 564 | 17,90 | 300 | 20,97 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 274 444 | 8,45 | 23 105 | 11,10 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 1 025 | 157,54 | 86 | 168,75 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 60 826 | 156,49 | 5 121 | 162,83 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 11 973 | −24,00 | 1 008 | −22,18 | ||||
| 2025-07-25 | 13F | Lion Street Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 37 525 | 3,17 | 3 159 | 5,72 | ||||
| 2025-08-05 | 13F | Claro Advisors LLC | 8 388 | 62,97 | 706 | 67,30 | ||||
| 2025-07-17 | 13F | Kelly Financial Services LLC | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 16 247 | 8,39 | 1 368 | 11,05 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 4 214 | 0,00 | 355 | 2,31 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 2 525 | 0,00 | 213 | 2,90 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 632 | 0,00 | 53 | 3,92 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 181 516 | −5,75 | 15 282 | −3,44 | ||||
| 2025-07-31 | 13F | Mason & Associates Inc | 8 420 | 0,00 | 709 | 2,46 | ||||
| 2025-08-14 | 13F | Boston Private Wealth Llc | 532 559 | 44 836 | ||||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 270 | 0,00 | 23 | 0,00 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 780 | 42,08 | 66 | 44,44 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 7 620 | −10,93 | 642 | −8,82 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 20 338 | 1,56 | 1 712 | 4,07 | ||||
| 2025-07-17 | 13F | Venture Visionary Partners LLC | 14 949 | 0,24 | 1 259 | 2,69 | ||||
| 2025-07-30 | 13F | Mason & Associates, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-26 | NP | IRVIX - Voya RussellTM Large Cap Value Index Portfolio Class I | 39 538 | 3,40 | 3 329 | 5,92 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 1 013 | −46,63 | 85 | −45,16 | ||||
| 2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 1 596 | 12,00 | 131 | 16,96 | ||||
| 2025-07-29 | 13F | Regions Financial Corp | 2 418 | 204 | ||||||
| 2025-08-07 | 13F | BOK Financial Private Wealth, Inc. | 745 | 0,00 | 63 | 1,64 | ||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 294 | 0,00 | 25 | 0,00 | ||||
| 2025-08-05 | 13F | Optivise Advisory Services LLC | 0 | −100,00 | 0 |
