Grundläggande statistik
| Institutionella ägare | 395 total, 395 long only, 0 short only, 0 long/short - change of 3,94% MRQ |
| Genomsnittlig portföljallokering | 0.2729 % - change of −5,35% MRQ |
| Institutionella aktier (lång) | 19 256 773 (ex 13D/G) - change of −4,63MM shares −19,40% MRQ |
| Institutionellt värde (lång) | $ 1 582 463 USD ($1000) |
Institutionellt ägande och aktieägare
SPDR Series Trust - SPDR S&P 400 Mid Cap Growth ETF (US:MDYG) har 395 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 19,256,773 aktier. Största aktieägare inkluderar LPL Financial LLC, Financial Engines Advisors L.L.C., NorthRock Partners, LLC, AE Wealth Management LLC, Stifel Financial Corp, Benjamin Edwards Inc, Financial Advisory Service, Inc., Morgan Stanley, Envestnet Asset Management Inc, and Raymond James Financial Inc .
SPDR Series Trust - SPDR S&P 400 Mid Cap Growth ETF (ARCA:MDYG) 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 8, 2025 is 92,40 / share. Previously, on September 9, 2024, the share price was 82,86 / share. This represents an increase of 11,51% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 1 294 | 2,13 | 112 | 12,00 | ||||
| 2025-07-30 | 13F | Wallace Advisory Group, LLC | 3 438 | −3,29 | 273 | −11,36 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 729 | −4,95 | 63 | 5,00 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 3 597 | 0,00 | 312 | 9,47 | ||||
| 2025-07-11 | 13F | Kingstone Capital Partners Texas, LLC | 32 411 | 2 | ||||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 21 | 0,00 | 2 | 0,00 | ||||
| 2025-05-01 | 13F | Fingerlakes Wealth Management, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-05 | 13F | NewSquare Capital LLC | 1 | 0,00 | 0 | |||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 103 453 | −7,36 | 8 987 | 1,27 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 16 022 | −51,14 | 1 392 | −46,60 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 135 | −61,10 | 12 | −59,26 | ||||
| 2025-04-25 | 13F | New Wave Wealth Advisors Llc | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Montz Harcus Wealth Management LLC | 3 472 | 10,64 | 302 | 20,88 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 4 495 | 2,84 | 391 | 12,39 | ||||
| 2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 3 | 0 | ||||||
| 2025-08-01 | 13F | American Financial & Tax Strategies Inc | 18 096 | −6,05 | 1 572 | 2,75 | ||||
| 2025-08-12 | 13F | Marshall & Sterling Wealth Advisors Inc. | 864 | 0,23 | 75 | 10,29 | ||||
| 2025-08-05 | 13F | Tsfg, Llc | 399 | −71,48 | 0 | |||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 4 611 | −1,20 | 401 | 8,11 | ||||
| 2025-07-21 | 13F | Fortis Capital Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Gamco Investors, Inc. Et Al | 34 423 | 2 990 | ||||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 218 441 | 1,35 | 18 976 | 10,80 | ||||
| 2025-07-22 | 13F | Net Worth Advisory Group | 6 975 | 606 | ||||||
| 2025-07-10 | 13F | Kozak & Associates, Inc. | 145 | 0,00 | 13 | 9,09 | ||||
| 2025-05-09 | 13F | PrairieView Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Twelve Points Wealth Management LLC | 15 148 | 0,00 | 1 316 | 9,31 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 9 267 | −32,53 | 805 | −26,21 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 524 | −62,00 | 46 | −59,09 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 2 398 | −43,31 | 208 | −38,10 | ||||
| 2025-07-15 | 13F | Pine Haven Investment Counsel, Inc | 2 975 | 258 | ||||||
| 2025-08-13 | 13F | Cary Street Partner Investment Advisory Llc | 15 206 | 13,96 | 1 321 | 24,53 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 53 328 | 28,23 | 4 633 | 40,19 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 10 229 | 139,50 | 889 | 161,95 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 321 612 | 0,94 | 27 938 | 10,36 | ||||
| 2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 3 120 | 6,85 | 271 | 16,81 | ||||
| 2025-08-14 | 13F | Prestige Wealth Management Group LLC | 71 502 | 0,84 | 6 211 | 10,26 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 1 675 | 279,82 | 145 | 314,29 | ||||
| 2025-07-31 | 13F | Briaud Financial Planning, Inc | 873 | 0 | ||||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 9 388 | −22,55 | 816 | −15,37 | ||||
| 2025-08-07 | 13F | BOK Financial Private Wealth, Inc. | 431 | 0,00 | 37 | 8,82 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 853 | 80,72 | 74 | 100,00 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 4 290 | 3,70 | 373 | 13,41 | ||||
| 2025-07-17 | 13F | Clear Point Advisors Inc. | 5 801 | 0,09 | 504 | 9,35 | ||||
| 2025-07-30 | 13F | Klingman & Associates, LLC | 327 619 | 8,22 | 28 460 | 18,31 | ||||
| 2025-07-31 | 13F | CAP Partners, LLC | 3 930 | −16,56 | 341 | −8,82 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 10 803 | 69,73 | 938 | 85,74 | ||||
| 2025-08-01 | 13F | First National Trust Co | 347 143 | 4,72 | 30 156 | 14,48 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 113 174 | 14,20 | 9 749 | 23,77 | ||||
| 2025-07-15 | 13F | McAdam, LLC | 187 998 | −2,62 | 16 331 | 6,46 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 129 | 0,00 | 11 | 10,00 | ||||
| 2025-07-31 | 13F | Topsail Wealth Management, LLC | 2 185 | 1,86 | 190 | 11,18 | ||||
| 2025-08-04 | 13F | UNIVEST FINANCIAL Corp | 21 275 | 6,80 | 1 848 | 16,81 | ||||
| 2025-07-23 | 13F | True Vision MN LLC | 3 845 | 0,08 | 334 | 9,51 | ||||
| 2025-08-11 | 13F | Anfield Capital Management, LLC | 98 | 0,00 | 9 | 14,29 | ||||
| 2025-07-29 | 13F | Angeles Wealth Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 21 823 | −9,27 | 1 896 | −0,84 | ||||
| 2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 2 469 | −2,41 | 214 | 6,47 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 548 | 0,00 | 48 | 9,30 | ||||
| 2025-04-17 | 13F | Nbt Bank N A /ny | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 538 | 2,67 | 47 | 12,20 | ||||
| 2025-05-15 | 13F | StoneX Group Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 4 967 | −3,12 | 432 | 5,90 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 49 927 | −14,01 | 4 337 | −5,98 | ||||
| 2025-08-11 | 13F | Bellwether Advisors, LLC | 3 | 0,00 | 0 | |||||
| 2025-07-07 | 13F | Horizons Wealth Management | 648 | 0,00 | 56 | 9,80 | ||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 273 | 0,00 | 24 | −4,17 | ||||
| 2025-08-12 | 13F | Argent Trust Co | 20 429 | −1,93 | 1 775 | 7,19 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 2 731 | −0,47 | 237 | 8,72 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 4 942 | −2,60 | 416 | 8,07 | ||||
| 2025-07-08 | 13F | Advance Capital Management, Inc. | 11 801 | 0,03 | 1 025 | 9,39 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 455 592 | −40,81 | 39 577 | −35,29 | ||||
| 2025-05-08 | 13F | Headland Capital, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Mosaic Family Wealth Partners, Llc | 27 531 | 50,29 | 2 392 | 64,33 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 578 603 | −51,29 | 50 263 | −46,74 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 10 108 | −36,27 | 878 | −30,81 | ||||
| 2025-07-08 | 13F | First International Bank & Trust | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 243 | 0,00 | 21 | 10,53 | ||||
| 2025-08-11 | 13F | Portside Wealth Group, LLC | 10 515 | −1,99 | 913 | 7,16 | ||||
| 2025-08-08 | 13F | Thrive Capital Management, LLC | 4 030 | 350 | ||||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 7 778 | −13,19 | 676 | −5,06 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 262 796 | 2,88 | 22 829 | 12,48 | ||||
| 2025-08-11 | 13F | Pineridge Advisors LLC | 164 | 0,00 | 14 | 7,69 | ||||
| 2025-05-09 | 13F | GeoWealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 6 946 | −31,06 | 603 | −24,62 | ||||
| 2025-08-13 | 13F | Balanced Wealth Group Llc | 135 802 | 13,47 | 12 052 | 26,74 | ||||
| 2025-08-04 | 13F | Wealth Management Associates, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Motive Wealth Advisors | 4 354 | 56,79 | 378 | 71,82 | ||||
| 2025-07-28 | 13F | Frazier Financial Advisors, LLC | 143 | 12 | ||||||
| 2025-07-28 | 13F | Copia Wealth Management | 268 | 0,00 | 23 | 9,52 | ||||
| 2025-08-12 | 13F | Retirement Planning Co of New England, Inc. | 2 769 | −1,07 | 241 | 8,11 | ||||
| 2025-08-13 | 13F | Wambolt & Associates, LLC | 13 832 | −1,90 | 1 209 | 7,09 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 19 470 | 2,64 | 1 691 | 12,21 | ||||
| 2025-07-16 | 13F | John W. Brooker & Co., CPAs | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Vista Private Wealth Partners. LLC | 2 942 | 0,68 | 256 | 9,91 | ||||
| 2025-07-16 | 13F | Embree Financial Group | 2 402 | −11,07 | 209 | −2,80 | ||||
| 2025-08-12 | 13F | Choate Investment Advisors | 1 818 | 158 | ||||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 402 | 0,25 | 35 | 9,68 | ||||
| 2025-07-11 | 13F/A | Umb Bank N A/mo | 128 | 0,00 | 11 | 10,00 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 73 154 | 3,08 | 6 355 | 12,70 | ||||
| 2025-07-22 | 13F | Team Financial Group, LLC | 32 | 3 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 232 927 | −0,64 | 20 | 11,11 | ||||
| 2025-07-18 | 13F | GEN Financial Management, INC. | 21 043 | 474,95 | 1 828 | 530,34 | ||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 1 299 | 0,00 | 113 | 8,74 | ||||
| 2025-08-11 | 13F | Aviso Wealth Management | 2 459 | 214 | ||||||
| 2025-07-28 | 13F | SFG Wealth Management, LLC. | 136 654 | 4,38 | 11 871 | 14,11 | ||||
| 2025-07-18 | 13F | Founders Capital Management | 287 | 0,35 | 25 | 9,09 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 10 | 1 | ||||||
| 2025-08-14 | 13F | Clark Capital Management Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Intrepid Financial Planning Group LLC | 4 493 | −7,07 | 390 | 1,56 | ||||
| 2025-07-22 | 13F | Apexium Financial, Lp | 9 587 | −19,84 | 833 | −12,42 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 1 578 | −14,38 | 137 | −6,16 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 9 636 | −78,74 | 837 | −76,76 | ||||
| 2025-07-15 | 13F | Total Wealth Planning, Llc | 53 914 | −0,50 | 4 684 | 8,78 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 237 040 | 23,12 | 20 592 | 34,61 | ||||
| 2025-07-18 | 13F | First Pacific Financial | 4 897 | −15,07 | 425 | −7,21 | ||||
| 2025-08-12 | 13F | Segall Bryant & Hamill, Llc | 140 262 | −1,80 | 12 185 | 7,36 | ||||
| 2025-07-29 | 13F | May Barnhard Investments LLC | 61 327 | −2,27 | 5 328 | 6,84 | ||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 316 642 | 9,46 | 27 507 | 19,66 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 2 819 | −51,20 | 245 | −46,84 | ||||
| 2025-07-02 | 13F | Waller Financial Planning Group, Inc | 50 848 | 21,77 | 4 417 | 33,12 | ||||
| 2025-07-30 | 13F | Whittier Trust Co | 4 | 0,00 | 0 | |||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 4 833 | −1,17 | 420 | 7,99 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 41 547 | 13,85 | 3 609 | 24,49 | ||||
| 2025-07-09 | 13F | Westmount Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 311 333 | 14,21 | 27 046 | 24,86 | ||||
| 2025-07-18 | 13F/A | MJT & Associates Financial Advisory Group, Inc. | 433 | 0,00 | 38 | 8,82 | ||||
| 2025-07-31 | 13F | Ballast Advisors Llc | 1 059 | 0,00 | 92 | 8,33 | ||||
| 2025-07-22 | 13F | IVC Wealth Advisors LLC | 3 267 | 0,00 | 284 | 9,27 | ||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 278 | 0,00 | 24 | 9,09 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 30 860 | 26,53 | 2 681 | 38,29 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 192 | 17 | ||||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 11 935 | −6,63 | 1 037 | 2,07 | ||||
| 2025-07-31 | 13F/A | Avion Wealth | 0 | 0 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 225 993 | 33,85 | 19 599 | 46,22 | ||||
| 2025-07-29 | 13F | Barden Capital Management, Inc. | 22 273 | −0,46 | 1 935 | 8,77 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 4 346 | 8,62 | 378 | 18,93 | ||||
| 2025-08-05 | 13F | LTG Capital LLC | 14 160 | 3,84 | 1 230 | 13,57 | ||||
| 2025-08-07 | 13F | Nwam Llc | 7 915 | 3,32 | 693 | 13,98 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 600 | 52 | ||||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 109 | 0,00 | 9 | 12,50 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 12 924 | −8,46 | 1 123 | 0,09 | ||||
| 2025-08-08 | 13F | Altfest L J & Co Inc | 6 024 | −10,78 | 523 | −2,43 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 4 505 | −84,32 | 391 | −82,87 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 2 526 | −42,46 | 219 | −37,07 | ||||
| 2025-05-01 | 13F | Coastal Investment Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 38 | 0,00 | 0 | |||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 12 486 | −0,46 | 1 085 | 8,84 | ||||
| 2025-08-07 | 13F | PFG Advisors | 9 354 | −7,50 | 813 | 1,12 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 10 783 | −31,99 | 937 | −25,66 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 28 071 | 2,62 | 2 438 | 12,20 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 44 518 | 0,63 | 3 867 | 10,01 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 48 535 | 152,34 | 4 | 300,00 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Brady Martz Wealth Solutions, LLC | 8 782 | −33,20 | 763 | −27,01 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 2 628 | −13,61 | 228 | −5,39 | ||||
| 2025-07-29 | 13F | Goldstein Advisors, LLC | 3 060 | 15,87 | 266 | 26,79 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 18 434 | −6,36 | 1 601 | 2,37 | ||||
| 2025-08-14 | 13F | Obsidian Personal Planning Solutions LLC | 73 385 | 3,21 | 6 375 | 13,19 | ||||
| 2025-07-30 | 13F | Capstone Triton Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 51 306 | 1,60 | 4 457 | 11,07 | ||||
| 2025-08-13 | 13F | Avestar Capital, LLC | 6 590 | −27,12 | 572 | −20,33 | ||||
| 2025-08-13 | 13F | Wellspring Financial Advisors, LLC | 367 706 | 0,00 | 376 | 0,27 | ||||
| 2025-08-06 | 13F | SJA Financial Advisory, LLC | 16 238 | 0,84 | 1 411 | 10,24 | ||||
| 2025-08-14 | 13F | Safeguard Investment Advisory Group, LLC | 3 304 | −10,12 | 287 | −1,71 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 18 017 | −6,24 | 1 598 | 4,72 | ||||
| 2025-07-17 | 13F | ERn Financial, LLC | 96 785 | −8,60 | 8 408 | −0,08 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 5 701 | 0,05 | 495 | 9,51 | ||||
| 2025-07-07 | 13F | Versant Capital Management, Inc | 410 | 0,00 | 36 | 9,38 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 906 | 29,24 | 79 | 41,82 | ||||
| 2025-08-07 | 13F | Evoke Wealth, Llc | 2 392 | 208 | ||||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 9 506 | 826 | ||||||
| 2025-07-30 | 13F | Drive Wealth Management, Llc | 4 220 | 3,48 | 367 | 12,96 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 104 | −29,25 | 9 | −18,18 | ||||
| 2025-07-25 | 13F | Courage Miller Partners, LLC | 31 796 | 6,65 | 2 762 | 16,64 | ||||
| 2025-07-30 | 13F | Retirement Planning Group | 3 482 | −1,78 | 302 | 7,47 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 35 144 | 2,07 | 3 053 | 11,55 | ||||
| 2025-04-23 | 13F | Mascagni Wealth Management, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 6 724 | 584 | ||||||
| 2025-04-25 | 13F | MidAtlantic Capital Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Convergence Financial, LLC | 245 665 | 6,43 | 21 341 | 16,35 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-13 | 13F | Cerity Partners LLC | 6 393 | −18,92 | 555 | −11,34 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 58 121 | −2,70 | 5 | 25,00 | ||||
| 2025-05-14 | 13F | Keeley-Teton Advisors, LLC | 37 123 | −0,85 | 2 950 | −9,35 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 32 207 | −3,78 | 2 798 | 5,19 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 2 560 | −6,02 | 222 | 2,78 | ||||
| 2025-07-31 | 13F | Resonant Capital Advisors, LLC | 6 330 | 550 | ||||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 394 | −1,99 | 34 | 9,68 | ||||
| 2025-08-07 | 13F | Hughes Financial Services, LLC | 116 | 0,00 | 10 | 11,11 | ||||
| 2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 3 468 | −33,11 | 301 | −26,76 | ||||
| 2025-07-15 | 13F | Foster Victor Wealth Advisors, LLC | 9 274 | 0,02 | 821 | 17,29 | ||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 1 700 | 0,18 | 148 | 9,70 | ||||
| 2025-08-13 | 13F | Gibbs Wealth Management | 3 387 | 294 | ||||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 9 589 | 0,48 | 833 | 9,76 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 3 249 | −90,32 | 282 | −89,42 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 84 | 0,00 | 7 | 16,67 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 83 | −78,27 | 7 | −81,82 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 739 745 | 1,14 | 64 262 | 10,57 | ||||
| 2025-08-12 | 13F | Asset Management Group, Inc. | 21 133 | 0,20 | 1 836 | 9,55 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 397 080 | 15,10 | 34 494 | 25,84 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 46 637 | −64,15 | 4 051 | −60,80 | ||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 568 | 0,00 | 49 | 8,89 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 8 739 | −2,56 | 759 | 6,60 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 12 922 | −4,33 | 1 123 | 4,57 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 69 608 | −3,42 | 6 047 | 5,59 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 1 800 | 156 | ||||||
| 2025-07-22 | 13F | Diligent Investors, LLC | 65 734 | −7,27 | 5 710 | 1,38 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 35 261 | 9,76 | 3 | 50,00 | ||||
| 2025-05-14 | 13F/A | Integrated Investment Consultants, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 117 | 0,00 | 10 | 11,11 | ||||
| 2025-04-30 | 13F | M&t Bank Corp | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | IFG Advisors, LLC | 3 152 | 0,03 | 274 | 9,20 | ||||
| 2025-08-14 | 13F | Pinnacle Family Advisors, LLC | 33 739 | 2 931 | ||||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 63 047 | 926,49 | 5 477 | 1 024,44 | ||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 1 421 | 2,97 | 123 | 12,84 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 84 | 0,00 | 7 | 16,67 | ||||
| 2025-07-17 | 13F | Raleigh Capital Management Inc. | 174 | 20,00 | 15 | 36,36 | ||||
| 2025-03-12 | 13F/A | Private Capital Management Llc | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Maltin Wealth Management, Inc. | 4 133 | 0,17 | 359 | 9,79 | ||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 30 | 0,00 | 3 | 0,00 | ||||
| 2025-07-29 | 13F | Creekside Partners | 4 846 | 0,17 | 421 | 9,38 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 4 621 | −7,56 | 401 | −0,99 | ||||
| 2025-07-15 | 13F | Norden Group Llc | 5 191 | 36,93 | 451 | 49,50 | ||||
| 2025-07-17 | 13F | Smith Anglin Financial, LLC | 15 162 | −9,99 | 1 317 | −1,57 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 23 814 | 2 069 | ||||||
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 1 328 | 0,00 | 115 | 9,52 | ||||
| 2025-07-17 | 13F | Centennial Wealth Advisory LLC | 18 853 | 30,66 | 1 640 | 43,02 | ||||
| 2025-08-18 | 13F | Front Row Advisors LLC | 270 | −40,00 | 23 | −34,29 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 69 103 | 10,15 | 6 003 | 20,42 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 490 897 | −52,11 | 42 644 | −47,65 | ||||
| 2025-05-15 | 13F | Certior Financial Group, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-01 | 13F | Confluence Investment Management Llc | 207 668 | −53,02 | 18 040 | −48,64 | ||||
| 2025-07-15 | 13F | Oak Root LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Allworth Financial LP | 5 071 | −14,11 | 441 | −5,17 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 150 017 | 1,14 | 13 032 | 10,57 | ||||
| 2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Centerpoint Advisors, LLC | 3 138 | −2,64 | 0 | |||||
| 2025-08-11 | 13F | WPG Advisers, LLC | 77 | 0,00 | 7 | 0,00 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 7 573 | −0,04 | 658 | 9,32 | ||||
| 2025-05-06 | 13F | Retirement Income Solutions, Inc | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 13 713 | −5,69 | 1 191 | 3,12 | ||||
| 2025-08-14 | 13F | Comerica Bank | 17 064 | −16,01 | 1 482 | −8,18 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 14 410 | −17,28 | 1 145 | −24,32 | ||||
| 2025-07-15 | 13F | GSB Wealth Management, LLC | 6 123 | −17,96 | 532 | −10,46 | ||||
| 2025-07-31 | 13F | Schneider Downs Wealth Management Advisors, LP | 7 939 | 0,00 | 690 | 9,37 | ||||
| 2025-07-07 | 13F | Somerset Trust Co | 2 309 | 201 | ||||||
| 2025-05-14 | 13F | Caitlin John, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 55 022 | −17,62 | 4 780 | −9,93 | ||||
| 2025-07-14 | 13F | Occidental Asset Management, LLC | 30 993 | 5,58 | 2 692 | 15,44 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 43 380 | −6,31 | 3 768 | 2,42 | ||||
| 2025-08-11 | 13F | Cordatus Wealth Management LLC | 62 225 | 5 | ||||||
| 2025-08-01 | 13F | Milestone Asset Management Group, LLC | 9 142 | 0,09 | 794 | 9,52 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 8 881 | −9,58 | 772 | −9,61 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 83 255 | −40,90 | 7 232 | −35,39 | ||||
| 2025-08-12 | 13F | Shakespeare Wealth Management, Inc. | 203 991 | 2,72 | 17 721 | 12,29 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 11 339 | −21,31 | 985 | −13,97 | ||||
| 2025-05-16 | 13F | Cape Investment Advisory, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Parcion Private Wealth LLC | 12 258 | −94,03 | 1 065 | −93,48 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 15 578 | −1,61 | 1 353 | 7,55 | ||||
| 2025-07-15 | 13F | Elevated Capital Advisors, LLC | 11 512 | 0,00 | 915 | 0,00 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 4 377 | 0,11 | 380 | 9,51 | ||||
| 2025-07-28 | 13F | Sterling Financial Planning, Inc. | 2 644 | 0,00 | 230 | 9,05 | ||||
| 2025-07-22 | 13F | Willner & Heller, Llc | 7 977 | 1,08 | 693 | 10,37 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 1 368 507 | 1,38 | 118 882 | 10,83 | ||||
| 2025-05-28 | 13F | Intrua Financial, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 7 592 | 0,03 | 660 | 9,29 | ||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 25 531 | −11,92 | 2 218 | −3,73 | ||||
| 2025-07-22 | 13F | Sage Financial Group Inc | 18 459 | −2,03 | 1 604 | 7,08 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 474 093 | −17,52 | 41 185 | −9,83 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 2 368 | 206 | ||||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 67 | 0,00 | 0 | |||||
| 2025-08-15 | 13F | Urban Financial Advisory Corp | 1 118 | 0,27 | 97 | 10,23 | ||||
| 2025-08-14 | 13F | Certified Advisory Corp | 2 434 | −10,97 | 211 | −2,76 | ||||
| 2025-07-30 | 13F/A | KPP Advisory Services LLC | 7 306 | 1,12 | 635 | 10,45 | ||||
| 2025-04-21 | 13F | PSI Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Heritage Wealth Management, Inc. /CA/ | 25 541 | 6,49 | 2 219 | 16,43 | ||||
| 2025-08-01 | 13F | Wealth Watch Advisors, INC | 28 525 | 2 478 | ||||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 373 | 1 454,17 | 32 | 3 100,00 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 3 903 | 339 | ||||||
| 2025-08-13 | 13F | KDK Private Wealth Management, LLC | 5 598 | −0,69 | 486 | 8,72 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 9 111 | 38,87 | 792 | 51,82 | ||||
| 2025-07-31 | 13F | Moment Partners, LLC | 3 300 | 0,00 | 287 | 9,16 | ||||
| 2025-07-02 | 13F | Michael S. Ryan, Inc. | 78 602 | 62,17 | 6 828 | 77,30 | ||||
| 2025-08-11 | 13F | Root Financial Partners, LLC | 3 817 | 0,71 | 332 | 9,97 | ||||
| 2025-08-13 | 13F | Measured Wealth Private Client Group, LLC | 2 598 | 0,08 | 226 | 9,22 | ||||
| 2025-08-08 | 13F | TD Capital Management LLC | 212 | 0,00 | 18 | 12,50 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 249 235 | 9,76 | 21 651 | 19,85 | ||||
| 2025-08-15 | 13F | Binnacle Investments Inc | 18 | 0,00 | 2 | 0,00 | ||||
| 2025-08-08 | 13F | Wrapmanager Inc | 6 775 | 4,57 | 589 | 14,40 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 7 032 | 31,00 | 611 | 43,43 | ||||
| 2025-08-08 | 13F | Arcadia Investment Management Corp/mi | 650 | 0,00 | 56 | 9,80 | ||||
| 2025-07-17 | 13F | Delta Capital Management Llc | 3 000 | 0,00 | 0 | |||||
| 2025-04-22 | 13F | Rappaport Reiches Capital Management, LLC | 4 910 | 0,00 | 390 | −8,45 | ||||
| 2025-07-15 | 13F | Signet Financial Management, Llc | 120 659 | −7,92 | 10 482 | 0,66 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 21 619 | 272,42 | 1 878 | 307,38 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 8 386 | −23,92 | 728 | −16,80 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 418 | 0,00 | 36 | 9,09 | ||||
| 2025-05-16 | 13F | Laidlaw Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Spurstone Advisory Services, LLC | 9 | 0,00 | 1 | |||||
| 2025-08-12 | 13F | Wayfinding Financial, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 3 024 | −2,67 | 263 | 6,50 | ||||
| 2025-07-17 | 13F | KWB Wealth | 151 785 | −4,28 | 12 061 | −12,47 | ||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 2 623 | 0,00 | 228 | 9,13 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 3 514 | −1,76 | 305 | 7,39 | ||||
| 2025-07-15 | 13F | MCF Advisors LLC | 274 | 0,00 | 24 | 9,52 | ||||
| 2025-07-17 | 13F | XY Planning Network, Inc. | 8 983 | 780 | ||||||
| 2025-08-06 | 13F | Destiny Capital Corp/CO | 18 033 | 2,63 | 1 567 | 12,18 | ||||
| 2025-07-07 | 13F | First Community Trust Na | 67 | 6 | ||||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 15 661 | −2,87 | 1 360 | 6,17 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 0 | −100,00 | 0 | |||||
| 2025-04-22 | 13F | Breakthru Advisory Services, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Redhawk Wealth Advisors, Inc. | 42 444 | 3 687 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 152 228 | −7,72 | 13 224 | 0,88 | ||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 126 078 | −11,20 | 10 952 | −2,92 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 1 795 | 0,00 | 156 | 23,02 | ||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 85 390 | 4,69 | 7 418 | 14,44 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 5 475 | 0,27 | 476 | 9,70 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 893 | 8,90 | 78 | 18,46 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 3 357 | 0,00 | 292 | 9,40 | ||||
| 2025-08-08 | 13F | Advisors Capital Management, LLC | 5 739 | −5,36 | 499 | 3,53 | ||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 5 694 | −3,95 | 495 | 4,88 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 11 810 | −1,48 | 1 026 | 7,67 | ||||
| 2025-07-07 | 13F | Global Wealth Strategies & Associates | 2 | 0,00 | 0 | |||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 88 | 0,00 | 8 | 16,67 | ||||
| 2025-05-13 | 13F | Northern Trust Corp | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Tradewinds Capital Management, LLC | 154 | 0,00 | 13 | 8,33 | ||||
| 2025-07-22 | 13F | McElhenny Sheffield Capital Management, LLC | 17 000 | 19 | ||||||
| 2025-08-04 | 13F | AlphaStar Capital Management, LLC | 23 593 | 35,03 | 2 050 | 47,62 | ||||
| 2025-08-08 | 13F | Compass Financial Services Inc | 718 | 0,00 | 62 | 8,77 | ||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 14 618 | 2,97 | 1 270 | 12,50 | ||||
| 2025-08-13 | 13F | Denver Wealth Management, Inc. | 7 412 | −8,84 | 644 | −0,46 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 4 664 | −11,85 | 0 | |||||
| 2025-08-01 | 13F | Koss-Olinger Consulting, LLC | 46 708 | −15,09 | 4 058 | −7,18 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 25 431 | 1,23 | 2 209 | 10,67 | ||||
| 2025-06-30 | 13F/A | Deutsche Bank Ag\ | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-05-01 | 13F | Bleakley Financial Group, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-14 | 13F | Signature Securities Group Corporation | 6 188 | 11,62 | 538 | 22,05 | ||||
| 2025-07-29 | 13F | Swmg, Llc | 6 802 | 79,85 | 613 | 107,09 | ||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 10 | −16,67 | 1 | −100,00 | ||||
| 2025-08-13 | 13F | Financial Freedom, LLC | 1 952 | −41,26 | 170 | −35,98 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 1 | 0,00 | 0 | |||||
| 2025-07-30 | 13F | Syntegra Private Wealth Group, LLC | 49 932 | −1,29 | 4 338 | 7,91 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 696 | 0,00 | 0 | |||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 574 | 12,11 | 50 | 22,50 | ||||
| 2025-07-25 | 13F | Bill Few Associates, Inc. | 29 689 | 141,28 | 2 579 | 163,97 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 246 029 | −32,87 | 21 373 | −26,61 | ||||
| 2025-08-27 | NP | FFOX - FundX Future Fund Opportunities ETF | 1 161 | 101 | ||||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 21 983 | −0,25 | 1 910 | 9,02 | ||||
| 2025-08-06 | 13F | Able Wealth Management LLC | 4 197 | 365 | ||||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 42 460 | 2,65 | 3 689 | 12,23 | ||||
| 2025-07-28 | 13F | WealthPLAN Partners, LLC | 5 515 | −4,95 | 479 | 3,90 | ||||
| 2025-07-10 | 13F | YHB Investment Advisors, Inc. | 12 786 | 4,49 | 1 111 | 14,20 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 28 610 | −82,05 | 2 485 | −80,38 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 11 285 | −74,24 | 980 | −74,25 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 174 | 9,49 | ||||||
| 2025-08-11 | 13F | CBIZ Investment Advisory Services, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 62 758 | 11,47 | 5 627 | 22,86 | ||||
| 2025-08-12 | 13F | Fairscale Capital, LLC | 9 533 | −1,32 | 846 | 10,30 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 5 176 | −7,39 | 0 | |||||
| 2025-04-23 | 13F | Financial Life Planners | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Maseco Llp | 97 | 8 | ||||||
| 2025-08-13 | 13F | Hudson Portfolio Management LLC | 2 496 | −3,85 | 217 | 4,85 | ||||
| 2025-07-30 | 13F | Pacific Sun Financial Corp | 29 004 | 0,33 | 2 520 | 9,66 | ||||
| 2025-08-11 | 13F | PFG Private Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Orion Capital Management LLC | 270 | 0,00 | 23 | 9,52 | ||||
| 2025-08-14 | 13F | Advisor OS, LLC | 8 970 | 212,98 | 779 | 243,17 | ||||
| 2025-08-06 | 13F/A | Flagship Private Wealth, LLC | 5 583 | 1,29 | 485 | 10,98 | ||||
| 2025-07-07 | 13F | Investors Research Corp | 29 446 | −0,07 | 2 558 | 9,23 | ||||
| 2025-07-09 | 13F | Inspirion Wealth Advisors, Llc | 8 837 | 15,71 | 768 | 26,57 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 1 871 | −13,70 | 162 | −5,81 | ||||
| 2025-08-08 | 13F | Condor Capital Management | 7 265 | 0,32 | 631 | 9,74 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 479 764 | 4,10 | 41 677 | 13,81 | ||||
| 2025-08-11 | 13F | HHM Wealth Advisors, LLC | 53 | 0,00 | 5 | 0,00 | ||||
| 2025-07-08 | 13F | Goldstone Financial Group, LLC | 74 658 | 1,39 | 6 622 | 13,20 | ||||
| 2025-08-01 | NP | APSHX - Pinnacle Sherman Multi-Strategy Core Fund Class A | 30 245 | 2 627 | ||||||
| 2025-08-11 | 13F | Citigroup Inc | 74 225 | −97,32 | 6 448 | −97,07 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 5 174 | 11,73 | 450 | 22,34 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 832 | 0,12 | 72 | 9,09 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 33 | 0,00 | 0 | |||||
| 2025-07-15 | 13F | RTD Financial Advisors, Inc. | 3 135 | −11,44 | 272 | −3,20 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 17 305 | 0,19 | 1 503 | 9,55 | ||||
| 2025-08-14 | 13F | UBS Group AG | 91 824 | −0,50 | 7 977 | 8,77 | ||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 11 301 | −23,31 | 982 | −16,15 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 33 915 | 5,28 | 2 946 | 15,12 | ||||
| 2025-07-17 | 13F | CWA Asset Management Group, LLC | 15 748 | −7,33 | 1 368 | 1,33 | ||||
| 2025-08-08 | 13F | Tanglewood Legacy Advisors, LLC | 39 | 0,00 | 3 | 0,00 | ||||
| 2025-08-05 | 13F | GHP Investment Advisors, Inc. | 308 112 | 3,10 | 26 766 | 12,71 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 18 455 | 23,87 | 1 603 | 35,50 | ||||
| 2025-07-22 | 13F | Integrated Capital Management, LLC | 103 562 | 5,55 | 9 | 28,57 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 3 664 | 40,87 | 318 | 54,37 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 2 813 | −80,21 | 244 | −78,39 | ||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 1 800 | 0,00 | 143 | −8,33 | ||||
| 2025-08-14 | 13F | Abound Financial, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Mattson Financial Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 5 567 | 34,50 | 484 | 47,26 | ||||
| 2025-07-23 | 13F | Sachetta, LLC | 43 | 0,00 | 4 | 0,00 | ||||
| 2025-07-09 | 13F | Tounjian Advisory Partners, Llc | 8 604 | −3,63 | 684 | −3,67 | ||||
| 2025-07-29 | 13F | Rodgers & Associates, LTD | 194 199 | −0,30 | 16 870 | 9,00 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 33 929 | 46,52 | 2 947 | 60,16 | ||||
| 2025-08-14 | 13F | Valley Forge Investment Consultants Inc Adv | 4 405 | −7,28 | 383 | 1,33 | ||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 19 | 0 | ||||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 17 624 | −81,27 | 1 531 | −79,54 | ||||
| 2025-08-13 | 13F | IAG Wealth Partners, LLC | 44 535 | 133,93 | 3 869 | 155,82 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 296 652 | 104,52 | 25 771 | 123,61 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 82 464 | 0,70 | 7 163 | 10,08 | ||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 273 | 0,00 | 24 | 9,52 | ||||
| 2025-08-13 | 13F | B&D White Capital Company, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Lewis Asset Management, LLC | 11 471 | −0,11 | 996 | 9,21 | ||||
| 2025-07-17 | 13F | Tritonpoint Wealth, Llc | 5 355 | −4,72 | 465 | 4,26 | ||||
| 2025-08-05 | 13F | BEAM Asset Management, LLC | 10 804 | 939 | ||||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 426 | 0,00 | 37 | 12,12 | ||||
| 2025-08-08 | 13F | Creative Planning | 32 810 | −1,38 | 2 850 | 7,83 | ||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 17 197 | 11,20 | 1 516 | 22,87 | ||||
| 2025-08-14 | 13F | Fmr Llc | 8 903 | 6,61 | 773 | 16,59 | ||||
| 2025-07-18 | 13F | Centricity Wealth Management, LLC | 300 | 0,00 | 26 | 13,04 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 2 932 | −24,51 | 0 | |||||
| 2025-08-14 | 13F | Connecticut Wealth Management, LLC | 9 692 | 0,00 | 842 | 9,22 | ||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 8 151 | −4,33 | 708 | 4,73 | ||||
| 2025-08-04 | 13F | Linscomb & Williams, Inc. | 23 172 | −4,85 | 2 013 | 3,98 | ||||
| 2025-08-08 | 13F | New England Capital Financial Advisors LLC | 12 333 | 7,02 | 1 071 | 17,05 | ||||
| 2025-07-22 | 13F | Cedar Mountain Advisors, LLC | 27 | 0,00 | 2 | 0,00 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 2 105 | −21,72 | 183 | −14,55 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 2 705 | −13,44 | 235 | −13,28 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 135 | 12 | ||||||
| 2025-07-22 | 13F | Keudell/Morrison Wealth Management | 2 841 | −19,04 | 247 | −11,51 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 1 069 712 | 4,69 | 92 926 | 14,45 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 3 418 | −30,37 | 297 | −24,10 | ||||
| 2025-07-23 | 13F | RMG Wealth Management LLC | 27 | 2 | ||||||
| 2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 5 356 | −13,24 | 465 | −5,10 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 51 729 | 5,63 | 4 | 33,33 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 12 800 | −1,04 | 1 112 | 8,18 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 28 | 0,00 | 2 | 0,00 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 18 458 | −0,17 | 1 603 | 9,12 | ||||
| 2025-08-12 | 13F | Mystic Asset Management, Inc. | 7 100 | −1,39 | 617 | 7,69 | ||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 6 000 | 0,00 | 521 | 9,45 | ||||
| 2025-08-14 | 13F | Acas, Llc | 6 049 | 4,08 | 548 | 18,36 | ||||
| 2025-08-15 | 13F/A | Florida Financial Advisors, Llc | 17 561 | −19,31 | 1 547 | −8,68 | ||||
| 2025-05-12 | 13F | Cooper Financial Group | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Trail Ridge Investment Advisors, LLC | 3 527 | 33,65 | 313 | 49,76 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 1 799 016 | −1,46 | 156 281 | 7,73 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 4 430 | −0,02 | 385 | 9,09 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Valeo Financial Advisors, LLC | 2 399 | 208 |
Other Listings
| MX:MDYG |
