Grundläggande statistik
| Institutionella ägare | 399 total, 399 long only, 0 short only, 0 long/short - change of 5,26% MRQ |
| Genomsnittlig portföljallokering | 0.8973 % - change of −7,11% MRQ |
| Institutionella aktier (lång) | 74 640 351 (ex 13D/G) - change of 3,21MM shares 4,50% MRQ |
| Institutionellt värde (lång) | $ 4 254 934 USD ($1000) |
Institutionellt ägande och aktieägare
J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Quality Factor ETF (US:JQUA) har 399 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 74,640,351 aktier. Största aktieägare inkluderar Savant Capital, LLC, Signaturefd, Llc, LPL Financial LLC, Morgan Stanley, Sage Mountain Advisors LLC, St Germain D J Co Inc, Midland Wealth Advisors Llc, Northwestern Mutual Wealth Management Co, Raymond James Financial Inc, and Bank Of America Corp /de/ .
J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Quality Factor ETF (ARCA:JQUA) 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 62,44 / share. Previously, on September 16, 2024, the share price was 55,91 / share. This represents an increase of 11,68% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-14 | 13F | Sterling Group Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Cwm, Llc | 488 | 20,49 | 0 | |||||
| 2025-08-15 | 13F | Semmax Financial Advisors Inc. | 0 | 0 | ||||||
| 2025-08-05 | 13F | Sigma Planning Corp | 80 201 | 13,97 | 4 816 | 21,22 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 184 275 | −2,43 | 11 066 | 3,75 | ||||
| 2025-07-25 | 13F | Concord Asset Management, LLC/VA | 175 611 | −2,24 | 10 545 | 8,25 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 1 777 | 11,76 | 107 | 19,10 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 3 497 | −35,73 | 210 | −31,60 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 1 325 435 | 29,59 | 79 592 | 37,80 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 128 810 | 3,90 | 7 735 | 10,50 | ||||
| 2025-08-08 | 13F | Collaborative Wealth Managment Inc. | 108 657 | 5,72 | 6 525 | 12,42 | ||||
| 2025-07-16 | 13F | Ayalon Holdings Ltd. | 39 764 | 0,00 | 2 | 0,00 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 112 | 55,56 | 7 | 50,00 | ||||
| 2025-08-04 | 13F | REDW Wealth LLC | 395 647 | −2,91 | 23 759 | 3,25 | ||||
| 2025-08-13 | 13F | Valued Retirements, Inc. | 51 108 | 20,73 | 3 069 | 28,41 | ||||
| 2025-07-22 | 13F | BridgePort Financial Solutions, LLC | 90 636 | 1,03 | 5 443 | 7,42 | ||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 5 845 | −2,36 | 351 | 3,55 | ||||
| 2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 208 269 | 199,62 | 12 507 | 218,62 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 14 701 | −23,33 | 901 | −15,87 | ||||
| 2025-07-09 | 13F | Fermata Advisors, LLC | 6 133 | 0,02 | 368 | 6,36 | ||||
| 2025-07-29 | 13F | Members Advisory Group LLC | 131 699 | 7 909 | ||||||
| 2025-07-30 | 13F | Nottingham Advisors, Inc. | 11 925 | 0,00 | 716 | 6,39 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 30 684 | −11,00 | 1 733 | −12,26 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Riggs Asset Managment Co. Inc. | 69 | 0,00 | 4 | 33,33 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 84 828 | 12,72 | 5 094 | 19,86 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 1 369 | 84 | ||||||
| 2025-07-11 | 13F | Westfuller Advisors, LLC | 29 036 | 0,30 | 1 744 | 6,67 | ||||
| 2025-08-06 | 13F | Valued Wealth Advisors LLC | 104 | 0,00 | 6 | 20,00 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 5 501 136 | 2,25 | 330 343 | 8,73 | ||||
| 2025-07-30 | 13F | First Citizens Bank & Trust Co | 37 700 | −21,60 | 2 264 | −16,65 | ||||
| 2025-07-31 | 13F | CAP Partners, LLC | 43 069 | 7,22 | 2 586 | 14,02 | ||||
| 2025-08-11 | 13F | Portside Wealth Group, LLC | 44 715 | 5,38 | 2 685 | 12,06 | ||||
| 2025-08-12 | 13F | Quadcap Wealth Management, LLC | 1 371 923 | 5,51 | 82 384 | 12,20 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 159 966 | −52,80 | 9 606 | −49,81 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 141 265 | 0,27 | 8 483 | 6,62 | ||||
| 2025-08-19 | 13F | Delos Wealth Advisors, LLC | 65 880 | −6,88 | 3 956 | −0,98 | ||||
| 2025-08-05 | 13F | Centennial Bank/AR/ | 53 405 | −13,20 | 3 207 | −7,71 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 755 | 0,40 | 45 | 7,14 | ||||
| 2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 5 156 | 308 | ||||||
| 2025-05-16 | 13F | Empowered Funds, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 2 268 | 136 | ||||||
| 2025-07-16 | 13F | Octavia Wealth Advisors, LLC | 324 598 | 8,52 | 19 492 | 15,41 | ||||
| 2025-07-10 | 13F | Capital Advisory Group Advisory Services, LLC | 24 656 | 0,37 | 1 481 | 6,71 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 77 095 | 286,93 | 4 630 | 311,47 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 24 389 | −26,36 | 1 465 | −21,71 | ||||
| 2025-07-29 | 13F | Roof Eidam & Maycock/adv | 365 444 | −1,21 | 21 945 | 5,05 | ||||
| 2025-08-20 | 13F | Tull Financial Group, Inc. | 582 403 | 8,75 | 34 973 | 15,65 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 3 886 | 16,17 | 233 | 23,94 | ||||
| 2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 558 731 | 56,89 | 33 552 | 66,83 | ||||
| 2025-07-31 | 13F | Sequent Asset Management, LLC | 7 471 | −24,86 | 449 | −20,14 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 28 700 | 1 723 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 4 297 | 3,12 | 258 | 8,40 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 8 388 | 40,24 | 504 | 49,26 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 57 366 | 10,48 | 3 | 50,00 | ||||
| 2025-08-13 | 13F | Wealthedge Investment Advisors, Llc | 22 349 | −39,36 | 1 342 | −35,51 | ||||
| 2025-08-13 | 13F | Vertex Planning Partners, LLC | 641 311 | 1,40 | 38 511 | 7,83 | ||||
| 2025-07-03 | 13F | City Center Advisors, LLC | 3 836 | 230 | ||||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 9 638 | −74,38 | 579 | −72,79 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 1 117 616 | 20,91 | 67 116 | 28,58 | ||||
| 2025-05-16 | 13F/A | Kestra Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Northern Trust Corp | 3 881 | −10,12 | 233 | −4,12 | ||||
| 2025-08-07 | 13F | FDx Advisors, Inc. | 113 355 | 49,36 | 7 | 50,00 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 27 633 | 13,82 | 1 659 | 21,09 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 250 701 | 99,95 | 15 055 | 112,63 | ||||
| 2025-04-18 | 13F | CENTRAL TRUST Co | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Eq Wealth Advisors, Llc | 41 | 10,81 | 2 | 0,00 | ||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 483 371 | 3,26 | 29 026 | 9,81 | ||||
| 2025-08-20 | 13F | Saratoga Research & Investment Management | 18 382 | 223,68 | 1 104 | 244,69 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 38 304 | 3,16 | 2 315 | 10,45 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 395 118 | 45,91 | 24 | 53,33 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 4 271 | 312,26 | 256 | 341,38 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 1 250 | 19,16 | 75 | 27,12 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 12 661 | −56,61 | 760 | −53,86 | ||||
| 2025-08-13 | 13F | Maia Wealth LLC | 3 368 | 202 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 664 522 | 18,89 | 39 905 | 26,43 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 12 389 | −47,94 | 744 | −44,68 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 1 154 | 0,00 | 69 | 6,15 | ||||
| 2025-07-15 | 13F | Financial Management Professionals, Inc. | 259 | 0,00 | 16 | 7,14 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 1 346 019 | −0,41 | 81 | 5,26 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 10 362 | 9,21 | 622 | 16,26 | ||||
| 2025-07-28 | 13F | Strategent Financial, LLC | 340 484 | 2,01 | 20 446 | 8,48 | ||||
| 2025-08-08 | 13F | Keyvantage Wealth, Llc | 8 511 | 0,13 | 511 | 6,68 | ||||
| 2025-07-09 | 13F | Pallas Capital Advisors LLC | 116 353 | 2 715,22 | 6 987 | 2 898,71 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 174 | 0,00 | 10 | 11,11 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 24 154 | −0,61 | 1 450 | 5,69 | ||||
| 2025-07-22 | 13F | Jamison Private Wealth Management, Inc. | 8 360 | 502 | ||||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 215 786 | 13 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 425 105 | 2,39 | 25 528 | 8,88 | ||||
| 2025-07-22 | 13F | Apexium Financial, Lp | 21 461 | 12,24 | 1 289 | 19,37 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 38 438 | 2 308 | ||||||
| 2025-07-10 | 13F | Baker Tilly Financial, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 4 139 | 249 | ||||||
| 2025-08-07 | 13F | Allworth Financial LP | 229 566 | −3,04 | 13 785 | 5,45 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 186 486 | 2,01 | 11 198 | 8,48 | ||||
| 2025-07-07 | 13F | Roxbury Financial LLC | 316 | 0,64 | 19 | 0,00 | ||||
| 2025-08-07 | 13F | PFG Advisors | 32 823 | 34,50 | 1 971 | 43,03 | ||||
| 2025-07-23 | 13F | Elm3 Financial Group, LLC | 17 645 | −8,65 | 1 060 | −2,84 | ||||
| 2025-07-14 | 13F | Cobblestone Asset Management LLC | 189 239 | −4,04 | 11 364 | 2,04 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 143 550 | 14,25 | 8 620 | 21,49 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 24 802 | −3,23 | 1 489 | 2,90 | ||||
| 2025-08-25 | 13F | Fulcrum Equity Management | 3 700 | 222 | ||||||
| 2025-08-01 | 13F | MorganRosel Wealth Management, LLC | 111 189 | −4,12 | 6 677 | 1,95 | ||||
| 2025-04-23 | 13F | Creative Financial Designs Inc /adv | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Midland Wealth Advisors Llc | 2 026 359 | 2,69 | 121 683 | 9,20 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 420 | 0,00 | 24 | −4,17 | ||||
| 2025-07-02 | 13F | Helen Stephens Group, LLC | 13 904 | 835 | ||||||
| 2025-07-18 | 13F | Brueske Advisory Services, LLC | 33 876 | 97,30 | 2 034 | 109,91 | ||||
| 2025-08-12 | 13F | Titleist Asset Management, Llc | 13 090 | −12,19 | 786 | −6,54 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 212 889 | −1,20 | 13 | 0,00 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 157 744 | 204,65 | 9 473 | 224,05 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 2 729 803 | 23,18 | 163 925 | 30,99 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 81 620 | 4 901 | ||||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 3 661 | 221 | ||||||
| 2025-07-16 | 13F | Kathmere Capital Management, LLC | 60 052 | 3,39 | 3 606 | 9,94 | ||||
| 2025-08-14 | 13F | Scott Marsh Financial, LLC | 4 346 | 261 | ||||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 7 339 | 15,36 | 0 | |||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 42 815 | 0,14 | 2 571 | 6,50 | ||||
| 2025-04-22 | 13F | Country Trust Bank | 300 | 0,00 | 17 | 0,00 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 99 356 | −44,20 | 6 | −50,00 | ||||
| 2025-08-12 | 13F | New Republic Capital, LLC | 1 869 | 0,00 | 112 | 6,67 | ||||
| 2025-07-21 | 13F | Old Second National Bank Of Aurora | 10 009 | 0,00 | 601 | 6,37 | ||||
| 2025-07-16 | 13F | Valicenti Advisory Services Inc | 245 809 | 1,92 | 15 | 7,69 | ||||
| 2025-08-14 | 13F | Alliance Wealth Advisors, LLC /UT | 8 583 | 4,67 | 515 | 11,23 | ||||
| 2025-08-05 | 13F | 5T Wealth, LLC | 8 774 | −54,37 | 527 | −51,52 | ||||
| 2025-08-12 | 13F | Intellus Advisors LLC | 523 325 | 181,21 | 31 426 | 199,06 | ||||
| 2025-05-15 | 13F | National Wealth Management Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 17 051 | −14,07 | 1 024 | −8,66 | ||||
| 2025-08-14 | 13F | Fmr Llc | 24 036 | 24,84 | 1 443 | 32,75 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 506 706 | −27,34 | 30 428 | −22,74 | ||||
| 2025-07-30 | 13F | Drive Wealth Management, Llc | 18 785 | 0,97 | 1 128 | 7,43 | ||||
| 2025-08-15 | 13F | Manhattan West Asset Management, LLC | 4 892 | −28,85 | 294 | −24,48 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 30 459 | 0,01 | 1 829 | 6,40 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 3 889 | 0,28 | 234 | 6,88 | ||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 16 438 | −91,48 | 987 | −90,94 | ||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 83 | 0 | ||||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 1 054 | 1 782,14 | 63 | 1 966,67 | ||||
| 2025-07-14 | 13F | Iams Wealth Management, Llc | 3 380 | 203 | ||||||
| 2025-07-11 | 13F | Annex Advisory Services, LLC | 15 289 | −50,11 | 918 | −46,94 | ||||
| 2025-08-12 | 13F | Wealth Advisors of Iowa, LLC | 253 334 | 703,55 | 15 213 | 754,61 | ||||
| 2025-08-14 | 13F | Hamilton Capital, LLC | 28 308 | −97,70 | 1 700 | −97,56 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Blue Oak Capital, LLC | 8 295 | 0,81 | 498 | 7,33 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 19 811 | −3,15 | 1 190 | 2,94 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 23 357 | −1,15 | 1 403 | 5,10 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 4 769 | −3,81 | 0 | |||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 12 358 | −3,39 | 742 | 2,77 | ||||
| 2025-07-14 | 13F | Enzi Wealth | 138 161 | −0,71 | 8 295 | 7,97 | ||||
| 2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 119 632 | 1,70 | 7 184 | 8,15 | ||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 3 500 | 0,00 | 210 | 6,60 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 186 | 0,00 | 11 | 10,00 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 940 | 840,00 | 56 | 1 020,00 | ||||
| 2025-07-17 | 13F | MBA Advisors LLC | 131 806 | 1,78 | 7 915 | 8,23 | ||||
| 2025-05-06 | 13F | Three Bridge Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Gibbs Wealth Management | 58 926 | 3 539 | ||||||
| 2025-08-18 | 13F | Hershey Financial Advisers, LLC | 17 755 | 1 066 | ||||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 110 | 0,00 | 7 | 0,00 | ||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 3 529 | −41,78 | 216 | −36,09 | ||||
| 2025-08-01 | 13F | Facet Wealth, Inc. | 918 371 | −2,11 | 55 516 | 3,93 | ||||
| 2025-08-04 | 13F | Northwest Financial Advisors | 3 982 | 0,13 | 239 | 6,70 | ||||
| 2025-07-18 | 13F | Lockerman Financial Group, Inc. | 5 918 | 0,29 | 355 | 6,61 | ||||
| 2025-05-09 | 13F | Wade Financial Advisory, Inc | 6 364 | 359 | ||||||
| 2025-07-23 | 13F | Heck Capital Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 6 644 | −6,58 | 399 | −0,75 | ||||
| 2025-07-30 | 13F | Retirement Planning Group | 37 966 | −0,84 | 2 280 | 5,41 | ||||
| 2025-05-14 | 13F | Jane Street Group, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Citigroup Inc | 9 185 | 44,53 | 552 | 53,91 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 64 975 | 2,91 | 3 902 | 9,42 | ||||
| 2025-08-08 | 13F | TD Capital Management LLC | 41 746 | 16,35 | 2 507 | 23,69 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 8 339 | 0,00 | 501 | 6,38 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 10 704 | 34,17 | 643 | 42,67 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 62 080 | −4,28 | 3 728 | 1,77 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 9 800 | 588 | ||||||
| 2025-08-15 | 13F/A | MONECO Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-04-11 | 13F | Sulzberger Capital Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Heritage Wealth Architects, Inc. | 16 183 | 3,42 | 972 | 9,97 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Hughes Financial Services, LLC | 967 | 204,09 | 59 | 222,22 | ||||
| 2025-05-01 | 13F | Horizon Advisory Services, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 239 | 14 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 339 777 | 46,34 | 20 404 | 55,62 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 229 690 | 15,97 | 13 793 | 23,32 | ||||
| 2025-08-13 | 13F | West Wealth Group, LLC | 392 434 | 9,79 | 23 887 | 17,99 | ||||
| 2025-08-14 | 13F | Horizon Investments, LLC | 200 | −1,48 | 12 | 9,09 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 403 621 | 4,51 | 24 237 | 11,13 | ||||
| 2025-08-07 | 13F | Sanchez Wealth Management Group | 311 538 | 4,68 | 18 708 | 11,31 | ||||
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 39 149 | 5,70 | 2 351 | 12,39 | ||||
| 2025-07-31 | 13F | Sage Mountain Advisors LLC | 2 711 715 | 8,63 | 162 839 | 15,52 | ||||
| 2025-07-15 | 13F | RVW Wealth, LLC | 868 747 | −1,59 | 52 168 | 4,65 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 1 752 280 | 7,11 | 105 224 | 13,90 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 343 | 21 | ||||||
| 2025-08-01 | 13F | Petra Financial Advisors Inc | 178 914 | 25,14 | 10 744 | 33,07 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 8 182 | −7,82 | 491 | −2,00 | ||||
| 2025-07-31 | 13F | Keeler THomas Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Betterment LLC | 8 721 | 49,18 | 1 | |||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 3 501 | 210 | ||||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 199 007 | 7,61 | 11 950 | 14,43 | ||||
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 982 | −62,70 | 59 | −60,81 | ||||
| 2025-08-14 | 13F | Knightsbridge Asset Management, Llc | 169 347 | 9,85 | 10 169 | 16,82 | ||||
| 2025-08-05 | 13F | Everest Management Corp. | 17 423 | 26,96 | 1 046 | 35,14 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 4 589 457 | 4,59 | 275 597 | 11,22 | ||||
| 2025-07-24 | 13F | Edge Financial Advisors LLC | 123 252 | −2,40 | 7 405 | 3,83 | ||||
| 2025-08-01 | 13F | Mendel Money Management | 19 367 | 0,43 | 1 163 | 6,80 | ||||
| 2025-08-12 | 13F | Bokf, Na | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 5 415 | 0,00 | 325 | 6,56 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1 448 388 | 23,07 | 86 976 | 30,88 | ||||
| 2025-08-14 | 13F | Boston Private Wealth Llc | 25 784 | −27,74 | 1 548 | −23,14 | ||||
| 2025-07-30 | 13F | LGT Financial Advisors LLC | 79 | −14,13 | 5 | −20,00 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 14 850 | 13,18 | 892 | 20,41 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 493 467 | 115,54 | 29 633 | 129,21 | ||||
| 2025-07-25 | 13F | M.e. Allison & Co., Inc. | 16 640 | 0,00 | 999 | 6,39 | ||||
| 2025-06-17 | 13F | Howe & Rusling Inc | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Ellevest, Inc. | 3 813 | 229 | ||||||
| 2025-07-08 | 13F | Gallacher Capital Management LLC | 70 810 | 1,49 | 4 252 | 7,95 | ||||
| 2025-07-24 | 13F | Fulcrum Capital LLC | 80 942 | 9,80 | 4 861 | 16,74 | ||||
| 2025-05-02 | 13F | Patton Albertson Miller Group, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Advisor Resource Council | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | MN Wealth Advisors, LLC | 6 480 | 4,92 | 389 | 11,78 | ||||
| 2025-08-12 | 13F | Tableaux Llc | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Centerpoint Advisory Group | 37 672 | −0,88 | 2 262 | 5,41 | ||||
| 2025-08-08 | 13F | Creative Planning | 82 470 | −4,61 | 4 952 | 1,43 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 23 693 | −97,52 | 1 423 | −97,37 | ||||
| 2025-07-09 | 13F | Breakwater Capital Group | 350 961 | 3,19 | 21 075 | 9,73 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 49 | −28,99 | 3 | −33,33 | ||||
| 2025-08-12 | 13F | Pettyjohn, Wood & White, Inc | 3 495 | 210 | ||||||
| 2025-08-08 | 13F | Crossmark Global Holdings, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 55 545 | 7,75 | 3 405 | 19,06 | ||||
| 2025-08-13 | 13F | Parkworth Wealth Management, Inc. | 920 | 55 | ||||||
| 2025-08-14 | 13F | Herold Advisors, Inc. | 27 279 | 0,33 | 1 638 | 6,71 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 16 573 | 11,20 | 995 | 18,31 | ||||
| 2025-08-07 | 13F | Runnymede Capital Advisors, Inc. | 4 037 | 3,94 | 242 | 10,50 | ||||
| 2025-07-29 | 13F | Flavin Financial Services, Inc. | 7 006 | −32,76 | 421 | −28,57 | ||||
| 2025-07-17 | 13F | Keystone Global Partners, LLC | 117 713 | 77,69 | 7 069 | 88,98 | ||||
| 2025-04-16 | 13F | Tritonpoint Wealth, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 818 | 0,00 | 49 | 6,52 | ||||
| 2025-07-29 | 13F | Financial Futures Ltd Liability Co. | 46 744 | 2 807 | ||||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 6 696 | 12,52 | 402 | 19,64 | ||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 236 500 | 14 202 | ||||||
| 2025-04-15 | 13F | Fifth Third Bancorp | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Weil Company, Inc. | 121 168 | 19,30 | 7 276 | 26,87 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 1 | −99,98 | 0 | −100,00 | ||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 5 039 | 2,52 | 0 | |||||
| 2025-08-08 | 13F | L & S Advisors Inc | 42 529 | 12,24 | 2 554 | 19,35 | ||||
| 2025-08-29 | 13F | Total Investment Management Inc | 1 542 | 93 | ||||||
| 2025-08-08 | 13F | KM Capital Management Ltd. | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 69 889 | −24,78 | 4 197 | −20,02 | ||||
| 2025-08-14 | 13F | Comerica Bank | 47 134 | −2,97 | 2 830 | 3,17 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 8 344 | 41,42 | 501 | 50,45 | ||||
| 2025-07-15 | 13F | Retireful, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 215 970 | 0,57 | 12 969 | 6,95 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 127 | 0,00 | 8 | 0,00 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 49 818 | −1,54 | 2 992 | 4,69 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 9 101 | 547 | ||||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 3 832 | 3,96 | 230 | 10,58 | ||||
| 2025-08-01 | 13F | Private Wealth Partners, LLC | 26 109 | 23,69 | 1 568 | 31,46 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 273 679 | 18,81 | 16 434 | 26,35 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 200 | 12 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 1 414 122 | 1,94 | 84 918 | 8,40 | ||||
| 2025-07-15 | 13F | Norden Group Llc | 9 524 | 26,45 | 572 | 34,35 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 35 642 | 6,27 | 2 140 | 13,05 | ||||
| 2025-04-17 | 13F | Vicus Capital | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Confluence Wealth Services, Inc. | 32 319 | 0,41 | 1 941 | 11,17 | ||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 18 522 | 1,40 | 1 112 | 7,86 | ||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 63 | 0,00 | 4 | 0,00 | ||||
| 2025-07-18 | 13F | Cooper Financial Group | 14 467 | 4,88 | 869 | 11,57 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 10 173 | 611 | ||||||
| 2025-08-12 | 13F | Archer Investment Corp | 130 | 36,84 | 8 | 40,00 | ||||
| 2025-07-10 | 13F | Redhawk Wealth Advisors, Inc. | 143 344 | 1,60 | 8 608 | 8,03 | ||||
| 2025-07-21 | 13F | Investment Planning Advisors, Inc. | 6 824 | 410 | ||||||
| 2025-07-09 | 13F | Market Street Wealth Management Advisors Llc | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 93 542 | 0,91 | 5 617 | 7,32 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 167 398 | −27,89 | 10 052 | −23,31 | ||||
| 2025-07-21 | 13F | Financial Services Advisory Inc | 3 722 | −98,88 | 224 | −98,81 | ||||
| 2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 50 843 | 9,34 | 2 871 | 7,85 | ||||
| 2025-08-08 | 13F | Fortis Group Advisors, LLC | 24 710 | 1 494 | ||||||
| 2025-08-07 | 13F | Illumine Investment Management, LLC | 17 720 | −2,61 | 1 064 | 3,60 | ||||
| 2025-07-10 | 13F | High Net Worth Advisory Group LLC | 9 702 | −19,79 | 583 | −14,79 | ||||
| 2025-08-11 | 13F | Intrust Bank Na | 35 954 | −4,88 | 2 159 | 1,17 | ||||
| 2025-07-22 | 13F | Woodmont Investment Counsel Llc | 147 032 | 5,26 | 8 829 | 11,94 | ||||
| 2025-07-14 | 13F | Abound Wealth Management | 964 | 0,00 | 58 | 5,56 | ||||
| 2025-07-21 | 13F | Andina Capital Management, LLC | 36 899 | −0,87 | 2 216 | 5,43 | ||||
| 2025-08-12 | 13F | Walled Lake Planning & Wealth Management, Llc | 367 802 | 31,22 | 22 087 | 39,54 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 224 950 | 30,54 | 13 509 | 38,83 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 1 215 | −50,77 | 73 | −48,20 | ||||
| 2025-07-29 | 13F | BXM Wealth LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Operose Advisors LLC | 359 | 0,00 | 22 | 5,00 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 43 845 | 10,03 | 2 633 | 16,98 | ||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 17 677 | 1 062 | ||||||
| 2025-08-28 | 13F/A | Lavaca Capital Llc | 1 939 | −5,41 | 116 | 0,87 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 32 525 | 12,77 | 1 953 | 19,96 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 26 244 | 20,24 | 1 576 | 27,84 | ||||
| 2025-08-14 | 13F | Stonehaven Wealth & Tax Solutions, Llc | 20 102 | 1,11 | 1 207 | 7,58 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 10 153 | −2,52 | 610 | 3,57 | ||||
| 2025-08-07 | 13F | Brio Consultants, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Clarus Wealth Advisors | 138 262 | 1,16 | 8 357 | 12,06 | ||||
| 2025-07-22 | 13F | MBL Wealth, LLC | 6 000 | 0,00 | 360 | 6,51 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 794 053 | 23,32 | 48 | 30,56 | ||||
| 2025-07-16 | 13F | Novem Group | 96 969 | −4,21 | 5 823 | 1,85 | ||||
| 2025-08-06 | 13F | Able Wealth Management LLC | 126 177 | 18,48 | 7 577 | 25,99 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | LVZ Advisors, Inc. | 671 830 | 2,81 | 40 343 | 9,33 | ||||
| 2025-07-25 | 13F | Iron Financial, LLC | 18 254 | 92,80 | 1 096 | 105,24 | ||||
| 2025-08-06 | 13F | Sage Advisory Services, Ltd.Co. | 77 455 | −45,42 | 4 651 | −41,96 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 606 | 0,00 | 36 | 5,88 | ||||
| 2025-07-07 | 13F | Teamwork Financial Advisors, LLC | 6 191 | 0,29 | 372 | 6,61 | ||||
| 2025-07-15 | 13F | Kelly Financial Group Llc | 236 721 | 11,79 | 14 215 | 18,88 | ||||
| 2025-07-17 | 13F | Albion Financial Group /ut | 6 540 | 0,00 | 393 | 6,23 | ||||
| 2025-07-22 | 13F | Global Assets Advisory, LLC | 3 998 | −65,81 | 241 | −61,84 | ||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 5 136 | −46,40 | 308 | −43,07 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 97 370 | 1,90 | 5 847 | 8,38 | ||||
| 2025-05-12 | 13F | Aveo Capital Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | RWM Asset Management, LLC | 73 403 | 4 408 | ||||||
| 2025-08-08 | 13F | D'Orazio & Associates, Inc. | 265 388 | 12,64 | 15 937 | 19,77 | ||||
| 2025-08-12 | 13F | Running Point Capital Advisors, LLC | 114 706 | 4,03 | 6 888 | 10,63 | ||||
| 2025-07-02 | 13F | Central Pacific Bank - Trust Division | 200 | 0,00 | 12 | 9,09 | ||||
| 2025-07-10 | 13F | Sharkey, Howes & Javer | 5 202 | 0,00 | 312 | 6,48 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 148 426 | 3,11 | 8 913 | 9,65 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 171 839 | −21,90 | 10 319 | −16,96 | ||||
| 2025-08-05 | 13F | Tsfg, Llc | 154 494 | 5,29 | 9 | 12,50 | ||||
| 2025-08-13 | 13F | Keystone Financial Group | 324 328 | 0,06 | 19 476 | 6,40 | ||||
| 2025-08-04 | 13F | Horizon Wealth Management, LLC | 7 901 | 0,00 | 474 | 6,28 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | GoalVest Advisory LLC | 69 900 | −2,49 | 4 197 | 3,68 | ||||
| 2025-08-13 | 13F/A | Claudia M.p. Batlle, Crp (r) Llc | 101 912 | 6 120 | ||||||
| 2025-07-14 | 13F | Foster Group, Inc. | 30 202 | 1 814 | ||||||
| 2025-07-25 | 13F | Integrated Capital Management, Inc. | 72 756 | −2,31 | 4 369 | 3,90 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 6 672 | −2,16 | 401 | 3,90 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 192 | 0,00 | 12 | 10,00 | ||||
| 2025-08-11 | 13F | One Capital Management, LLC | 693 251 | −2,26 | 41 630 | 3,93 | ||||
| 2025-04-10 | 13F | Hennion & Walsh Asset Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Banco de Sabadell, S.A | 1 796 | 0 | ||||||
| 2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 578 | 0,00 | 35 | 6,25 | ||||
| 2025-07-09 | 13F | Intelligence Driven Advisers, LLC | 66 151 | −4,37 | 3 972 | 1,69 | ||||
| 2025-07-24 | 13F | Coordinated Financial Services, Inc. | 6 600 | −8,33 | 396 | −3,88 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 268 | −44,86 | 16 | −40,74 | ||||
| 2025-04-24 | 13F | 3Chopt Investment Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 8 477 | −11,53 | 509 | −5,91 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 45 991 | 3,82 | 2 762 | 12,19 | ||||
| 2025-08-05 | 13F | Optivise Advisory Services LLC | 20 592 | 1 237 | ||||||
| 2025-08-11 | 13F | Traub Capital Management LLC | 2 970 | 178 | ||||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 25 420 | 13,98 | 1 513 | 20,10 | ||||
| 2025-07-23 | 13F | Seamount Financial Group Inc | 140 256 | 7,37 | 8 422 | 14,18 | ||||
| 2025-07-15 | 13F | Fortitude Family Office, LLC | 1 750 | 0,00 | 105 | 7,14 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 906 | 26,54 | 54 | 35,00 | ||||
| 2025-04-14 | 13F | Umb Bank N A/mo | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F/A | Florida Financial Advisors, Llc | 38 127 | −23,94 | 2 308 | −16,71 | ||||
| 2025-08-04 | 13F | Ledyard National Bank | 165 300 | −1,01 | 9 926 | 5,27 | ||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 5 496 | −0,15 | 330 | 6,45 | ||||
| 2025-07-24 | 13F | Beacon Bridge Wealth Partners, LLC | 12 849 | 4,74 | 772 | 11,42 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | First Commonwealth Financial Corp /pa/ | 31 256 | −12,95 | 1 877 | −7,45 | ||||
| 2025-07-08 | 13F | Prism Advisors, Inc. | 182 137 | −3,23 | 10 937 | 2,91 | ||||
| 2025-07-23 | 13F | Columbus Macro, LLC | 90 042 | 5 407 | ||||||
| 2025-07-08 | 13F | Goldstone Financial Group, LLC | 478 203 | 4,71 | 29 094 | 12,81 | ||||
| 2025-07-29 | 13F | TFC Financial Management | 704 042 | 7,63 | 42 278 | 14,45 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-10 | 13F | American Financial Advisors, LLC | 4 626 | 0,15 | 278 | 6,54 | ||||
| 2025-07-23 | 13F | Morey & Quinn Wealth Partners, LLC | 5 230 | 2,55 | 314 | 9,41 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 1 127 | −8,89 | 68 | −2,90 | ||||
| 2025-07-29 | 13F | Interactive Financial Advisors | 10 218 | 0,00 | 614 | 6,24 | ||||
| 2025-08-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 64 621 | 2,42 | 4 | 0,00 | ||||
| 2025-07-09 | 13F | Fiduciary Alliance LLC | 59 110 | 7,49 | 3 550 | 14,30 | ||||
| 2025-08-14 | 13F | UBS Group AG | 47 507 | 47,19 | 2 853 | 56,53 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 757 | 0,00 | 0 | |||||
| 2025-07-28 | 13F | CGC Financial Services, LLC | 7 253 | −1,51 | 436 | 4,82 | ||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 39 653 | 2,19 | 2 | 0,00 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 10 216 | −21,40 | 613 | −16,37 | ||||
| 2025-05-02 | 13F | Cable Hill Partners, LLC | 4 335 | 243 | ||||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 168 986 | −1,22 | 10 148 | 5,04 | ||||
| 2025-08-15 | 13F | Koesten, Hirschmann & Crabtree, INC. | 554 | 0,36 | 33 | 6,45 | ||||
| 2025-04-09 | 13F | Wallace Advisory Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 109 388 | −58,80 | 6 569 | −56,71 | ||||
| 2025-04-30 | 13F | Round Rock Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 35 604 | −18,87 | 2 138 | −13,72 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 610 579 | 23,77 | 36 665 | 31,61 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 524 504 | 35,35 | 31 496 | 43,94 | ||||
| 2025-07-21 | 13F | Future Financial Wealth Managment LLC | 620 | 0,00 | 37 | 5,71 | ||||
| 2025-08-13 | 13F | Cary Street Partner Investment Advisory Llc | 206 | 11,35 | 12 | 20,00 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 747 541 | 2,33 | 44 890 | 8,82 | ||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 7 697 | −91,72 | 462 | −91,20 | ||||
| 2025-08-13 | 13F | JT Stratford LLC | 31 918 | −2,85 | 1 917 | 3,29 | ||||
| 2025-08-07 | 13F | Altman Advisors, Inc. | 16 453 | 990 | ||||||
| 2025-08-04 | 13F | Atria Investments Llc | 10 692 | 642 | ||||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 26 987 | −7,75 | 1 621 | −1,88 | ||||
| 2025-08-08 | 13F | Campbell Deegan Wealth Management, LLC | 3 604 | 0,28 | 216 | 6,93 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 1 253 | 20,13 | 75 | 29,31 | ||||
| 2025-04-23 | 13F | KPP Advisory Services LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 1 585 | −5,65 | 95 | 1,06 | ||||
| 2025-08-13 | 13F | Baker Avenue Asset Management, LP | 471 318 | 0,05 | 28 303 | 6,39 | ||||
| 2025-07-23 | 13F | Penney Financial, LLC | 11 943 | 0,00 | 717 | 6,38 | ||||
| 2025-08-11 | 13F | Westover Capital Advisors, LLC | 5 487 | −1,98 | 329 | 4,11 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 6 418 | 4,19 | 385 | 10,95 | ||||
| 2025-08-05 | 13F | Arrowroot Family Office, LLC | 81 602 | 13,03 | 4 900 | 18,53 | ||||
| 2025-07-17 | 13F | Wagner Wealth Management, Llc | 606 | 0,33 | 36 | 5,88 | ||||
| 2025-07-30 | 13F | Patten Group, Inc. | 9 684 | 11,79 | 582 | 18,81 | ||||
| 2025-08-06 | 13F | Summit Wealth & Retirement Planning, Inc. | 3 642 | 0,00 | 219 | 6,34 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 175 611 | −8,10 | 10 545 | −2,27 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 414 144 | 11,14 | 24 869 | 18,19 | ||||
| 2025-07-23 | 13F | Gentry Private Wealth, Llc | 24 362 | −1,25 | 1 463 | 4,95 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 7 844 | 26,78 | 471 | 34,96 | ||||
| 2025-07-08 | 13F | Ehrlich Financial Group | 116 510 | 3,52 | 6 996 | 10,09 | ||||
| 2025-08-04 | 13F | Linscomb & Williams, Inc. | 67 262 | 3,15 | 4 039 | 9,70 | ||||
| 2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 4 016 | 0,00 | 241 | 6,64 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 19 460 | −12,89 | 1 169 | 3,82 | ||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Ashton Thomas Securities, Llc | 83 | 0,00 | 5 | 0,00 | ||||
| 2025-08-12 | 13F | Journey Strategic Wealth Llc | 9 301 | 27,06 | 559 | 35,11 | ||||
| 2025-05-06 | 13F | Fpc Investment Advisory, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Spectrum Wealth Advisory Group, LLC | 507 736 | −17,03 | 30 490 | −11,77 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 33 572 | −12,59 | 2 016 | −8,37 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 4 444 | 1 629,18 | 267 | 1 800,00 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 205 579 | 67,81 | 12 267 | 78,49 | ||||
| 2025-08-14 | 13F | Shepherd Kaplan Krochuk, Llc | 84 065 | −1,90 | 5 048 | 4,34 | ||||
| 2025-08-13 | 13F | Capital Advisors Wealth Management, LLC | 8 747 | −2,26 | 525 | 3,96 | ||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 2 361 744 | −15,96 | 141 823 | −10,63 | ||||
| 2025-08-07 | 13F | 49 Wealth Management, Llc | 7 003 | −4,36 | 421 | 1,69 | ||||
| 2025-07-24 | 13F | KC Investment Advisors, LLC | 28 305 | −52,39 | 1 700 | −49,39 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 8 382 025 | 14,67 | 503 341 | 21,94 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 420 | 25 | ||||||
| 2025-08-13 | 13F | Kayne Anderson Rudnick Investment Management Llc | 636 | 0,00 | 38 | 8,57 | ||||
| 2025-07-24 | 13F | Lokken Investment Group LLC | 3 432 | 206 | ||||||
| 2025-07-11 | 13F | Skyline Advisors, Inc. | 10 953 | 658 | ||||||
| 2025-05-16 | 13F | Coordinated Financial Services, Inc./CO | 6 600 | −17,71 | 373 | −12,26 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 702 894 | 11,41 | 42 764 | 20,03 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 46 989 | 5,10 | 2 822 | 11,77 | ||||
| 2025-08-13 | 13F | Idaho Trust Bank | 18 094 | −3,00 | 1 086 | 3,13 | ||||
| 2025-07-31 | 13F | Mason & Associates Inc | 1 356 613 | 0,08 | 81 465 | 6,42 | ||||
| 2025-08-06 | 13F | Blue Investment Partners LLC | 189 710 | 5,96 | 11 392 | 12,68 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 701 245 | 5,08 | 42 110 | 11,74 | ||||
| 2025-07-17 | 13F | Archford Capital Strategies, LLC | 33 036 | −3,00 | 1 984 | 3,12 | ||||
| 2025-08-14 | 13F | Redwood Financial Network Corp | 4 263 | 5,65 | 256 | 12,78 | ||||
| 2025-07-21 | 13F | River Street Advisors LLC | 9 218 | 32,48 | 554 | 41,07 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 2 375 | 0,00 | 143 | 5,97 | ||||
| 2025-07-28 | 13F | WJ Wealth Management, LLC | 6 190 | 0,00 | 372 | 6,30 | ||||
| 2025-07-09 | 13F | Emprise Bank | 13 839 | 0,00 | 831 | 6,40 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 98 479 | 11,78 | 5 914 | 18,88 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 9 137 | 32,08 | 549 | 40,51 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 59 798 | 94,88 | 3 591 | 107,27 | ||||
| 2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 5 376 | 0,66 | 323 | 6,98 | ||||
| 2025-08-14 | 13F | Fort Point Capital Partners LLC | 21 175 | 0,68 | 1 272 | 7,08 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 152 | 0,00 | 9 | 12,50 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 831 723 | 27,19 | 49 945 | 35,25 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 10 250 | −2,05 | 616 | 3,89 | ||||
| 2025-08-06 | 13F | Regimen Wealth, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 3 822 | 230 |
Other Listings
| MX:JQUA |
