Grundläggande statistik
| Institutionella ägare | 254 total, 254 long only, 0 short only, 0 long/short - change of 0,00% MRQ |
| Genomsnittlig portföljallokering | 0.2090 % - change of −12,99% MRQ |
| Institutionella aktier (lång) | 35 712 373 (ex 13D/G) - change of −0,30MM shares −0,82% MRQ |
| Institutionellt värde (lång) | $ 1 417 363 USD ($1000) |
Institutionellt ägande och aktieägare
Nushares ETF Trust - Nuveen ESG Large-Cap Value ETF (US:NULV) har 254 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 35,712,373 aktier. Största aktieägare inkluderar Bank Of America Corp /de/, Tiaa Trust, National Association, Jpmorgan Chase & Co, LPL Financial LLC, Morgan Stanley, Envestnet Asset Management Inc, Commonwealth Equity Services, Llc, UBS Group AG, Cambridge Investment Research Advisors, Inc., and Mercer Global Advisors Inc /adv .
Nushares ETF Trust - Nuveen ESG Large-Cap Value ETF (BATS:NULV) Institutionell ägarstruktur visar institutioners och fonders nuvarande positioner i företaget, samt de senaste förändringarna i positionernas storlek. Större aktieägare kan vara enskilda investerare, fonder, hedgefonder eller institutioner. Bilaga 13D visar att investeraren äger (eller ägde) mer än 5% av företaget och avser (eller avsåg) att aktivt eftersträva en förändring av affärsstrategin. Schedule 13G indikerar en passiv investering på över 5%.
The share price as of September 10, 2025 is 42,81 / share. Previously, on September 11, 2024, the share price was 40,23 / share. This represents an increase of 6,41% 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 | Stonebridge Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Clarity Asset Management, Inc. | 106 247 | 11,01 | 4 454 | 14,92 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 9 845 | −1,92 | 413 | 1,48 | ||||
| 2025-08-07 | 13F | Capitol Family Office, Inc. | 139 | 0,00 | 6 | 0,00 | ||||
| 2025-07-18 | 13F | Vicus Capital | 96 110 | −0,23 | 4 028 | 3,28 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 1 362 650 | 3,94 | 57 115 | 7,60 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 19 521 | 14,24 | 818 | 18,38 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 13 746 | 8,45 | 576 | 12,28 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-11 | 13F | Diversified Portfolios, Inc. | 19 473 | 1,95 | 816 | 5,56 | ||||
| 2025-08-11 | 13F | One Capital Management, LLC | 52 067 | −6,23 | 2 182 | −2,94 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 13 570 368 | 0,31 | 568 802 | 3,84 | ||||
| 2025-08-14 | 13F | Staley Capital Advisers Inc | 100 000 | 17,65 | 4 192 | 21,80 | ||||
| 2025-08-14 | 13F | UBS Group AG | 547 810 | −1,37 | 22 961 | 2,10 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 9 897 | 415 | ||||||
| 2025-07-22 | 13F | Hill Island Financial Llc | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Concord Wealth Partners | 12 792 | −0,61 | 536 | 2,88 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 210 701 | 2,37 | 8 832 | 5,98 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 3 283 | −0,03 | 138 | 6,20 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 30 766 | −0,22 | 1 290 | 3,29 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 74 074 | −88,47 | 3 | −88,89 | ||||
| 2025-07-14 | 13F | Occidental Asset Management, LLC | 5 036 | 0,40 | 211 | 3,94 | ||||
| 2025-07-10 | 13F | Stewardship Advisors, LLC | 4 960 | −5,00 | 208 | −1,90 | ||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 42 551 | 4,56 | 1 784 | 8,26 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 326 | −73,26 | 14 | −73,47 | ||||
| 2025-07-23 | 13F | ETF Portfolio Partners, Inc. | 9 502 | 5,98 | 398 | 9,64 | ||||
| 2025-05-08 | 13F | Geneos Wealth Management Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Morgan Stanley | 1 174 951 | −1,78 | 49 248 | 1,68 | ||||
| 2025-05-14 | 13F | Susquehanna International Group, Llp | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Creative Planning | 9 130 | −15,07 | 383 | −12,18 | ||||
| 2025-08-08 | 13F | Empower Advisory Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Clarity Wealth Development LLC | 9 229 | 3,64 | 387 | 10,60 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 35 723 | 5,74 | 1 497 | 9,51 | ||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 12 474 | 0,00 | 523 | 3,37 | ||||
| 2025-08-11 | 13F | Plum Street Advisors, LLC | 52 599 | 0,06 | 2 205 | 3,57 | ||||
| 2025-08-07 | 13F | BOK Financial Private Wealth, Inc. | 635 | 0,00 | 27 | 4,00 | ||||
| 2025-08-08 | 13F | Better Money Decisions, LLC | 20 516 | 3,45 | 860 | 7,11 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 25 669 | 0,00 | 1 076 | 3,46 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 235 930 | 3,76 | 9 888 | 7,40 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 10 581 | −4,76 | 443 | −1,34 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 87 243 | −53,03 | 3 657 | −51,39 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 38 197 | 109,02 | 1 603 | 119,15 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 476 260 | 1,69 | 20 | 5,56 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 218 916 | 0,61 | 9 176 | 4,14 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 3 200 | 0,00 | 134 | 3,88 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 8 028 | −4,76 | 336 | −1,47 | ||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 4 292 766 | 11,18 | 179 931 | 15,10 | ||||
| 2025-07-31 | 13F | Trademark Financial Management, LLC | 27 762 | 3,70 | 1 164 | 7,39 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 34 898 | 571,12 | 1 | |||||
| 2025-07-29 | 13F | Private Wealth Management Group, LLC | 25 631 | −1,81 | 1 074 | 1,70 | ||||
| 2025-08-04 | 13F | Carret Asset Management, Llc | 5 450 | 0,00 | 228 | 3,64 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 60 735 | −0,13 | 2 546 | 3,37 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 21 592 | −23,39 | 905 | −20,68 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 6 308 | −31,61 | 264 | −29,22 | ||||
| 2025-08-01 | 13F | Equita Financial Network, Inc. | 48 581 | −1,59 | 2 036 | 1,90 | ||||
| 2025-08-08 | 13F | Laurel Wealth Planning LLC | 24 439 | 105,54 | 1 024 | 112,89 | ||||
| 2025-08-14 | 13F | Fmr Llc | 94 299 | −37,94 | 3 953 | −35,76 | ||||
| 2025-07-25 | 13F | Concord Asset Management, LLC/VA | 12 792 | 79,36 | 536 | 95,62 | ||||
| 2025-08-13 | 13F | Argyle Capital Partners, LLC | 5 045 | 0,00 | 211 | 3,43 | ||||
| 2025-08-04 | 13F | One Day In July LLC | 68 657 | −17,75 | 2 878 | −14,88 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 450 848 | 122,05 | 18 897 | 129,86 | ||||
| 2025-08-07 | 13F | Fund Evaluation Group, LLC | 210 669 | −3,35 | 8 818 | 0,20 | ||||
| 2025-07-07 | 13F | Trust Co | 7 942 | −3,58 | 333 | −0,30 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 920 859 | −6,73 | 38 598 | −3,45 | ||||
| 2025-07-07 | 13F | Shotwell Rutter Baer Inc | 24 343 | 0,69 | 1 033 | 15,55 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 3 097 | 19,58 | 130 | 24,04 | ||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 17 747 | −1,16 | 744 | 2,34 | ||||
| 2025-07-11 | 13F | Bond & Devick Financial Network, Inc. | 27 630 | 16,82 | 1 158 | 21,00 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 20 428 | 856 | ||||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 11 584 | 1,87 | 486 | 5,43 | ||||
| 2025-08-13 | 13F | Millstone Evans Group, LLC | 1 454 | 0,00 | 61 | 3,45 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 113 372 | 23,15 | 4 752 | 27,50 | ||||
| 2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 2 905 | 12,08 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Dagco, Inc. | 2 148 | 0,14 | 90 | 4,65 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Confluence Wealth Services, Inc. | 10 747 | 0,34 | 450 | 9,49 | ||||
| 2025-05-15 | 13F | Baird Financial Group, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 85 790 | −0,31 | 3 596 | 3,19 | ||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 5 902 | −7,81 | 247 | −4,63 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 40 612 | −60,06 | 1 702 | −58,65 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 17 944 | 0,00 | 752 | 3,58 | ||||
| 2025-04-23 | 13F | VisionPoint Advisory Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-07 | 13F | Investors Research Corp | 1 902 | 18,88 | 80 | 23,44 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 4 814 | 0 | ||||||
| 2025-07-16 | 13F/A | CX Institutional | 58 957 | −7,66 | 2 | 0,00 | ||||
| 2025-07-25 | 13F | Northwest Capital Management Inc | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Kimelman & Baird, LLC | 662 | 0,00 | 28 | 3,85 | ||||
| 2025-07-18 | 13F | BSW Wealth Partners | 95 934 | −20,75 | 4 021 | −17,96 | ||||
| 2025-07-22 | 13F | Sage Financial Group Inc | 17 077 | 0,01 | 716 | 3,47 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 75 523 | 2,75 | 3 166 | 6,35 | ||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 9 141 | 0,30 | 383 | 3,79 | ||||
| 2025-08-14 | 13F | Balanced Rock Investment Advisor | 56 727 | 21,36 | 2 378 | 25,63 | ||||
| 2025-08-07 | 13F | Curtis Advisory Group, LLC | 25 501 | 0,00 | 1 069 | 3,49 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 100 | 0,00 | 4 | 0,00 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 56 813 | 5,91 | 2 381 | 9,67 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 9 162 | 0,00 | 384 | 3,78 | ||||
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 557 | 0,00 | 23 | 4,55 | ||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 7 215 | 0,00 | 302 | 3,42 | ||||
| 2025-07-17 | 13F | XY Planning Network, Inc. | 11 851 | 8,66 | 497 | 12,47 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 1 392 | 37,55 | 58 | 45,00 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 680 | 57,04 | 28 | 64,71 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 63 076 | 154,50 | 2 626 | 161,71 | ||||
| 2025-08-06 | 13F | DDFG, Inc | 13 141 | 0,00 | 551 | 3,38 | ||||
| 2025-08-07 | 13F | Commerce Bank | 24 260 | 3,10 | 1 017 | 6,72 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 3 998 | 0,00 | 0 | |||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 792 723 | −1,92 | 33 | 3,13 | ||||
| 2025-07-29 | 13F | Tradewinds Capital Management, LLC | 215 | 0,00 | 9 | 12,50 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 22 157 | −13,38 | 930 | −10,14 | ||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 425 | 0,00 | 18 | 0,00 | ||||
| 2025-04-14 | 13F | Farther Finance Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 9 051 | 4,87 | 386 | 13,24 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 15 027 | −1,09 | 638 | 3,58 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 181 748 | 0,18 | 7 618 | 3,69 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 12 952 | −7,19 | 543 | 0,74 | ||||
| 2025-03-25 | 13F | Higgins & Schmidt Wealth Strategies LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 5 496 | −1,43 | 230 | 2,22 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 12 317 | 6,13 | 516 | 10,02 | ||||
| 2025-08-01 | 13F | Redwood Park Advisors LLC | 109 | 0,00 | 5 | 0,00 | ||||
| 2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 13 400 | −25,56 | 562 | −22,94 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | WASHINGTON TRUST Co | 10 260 | 0,00 | 430 | 3,61 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 455 699 | −3,34 | 19 101 | 0,06 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 6 138 | 6,53 | 257 | 10,34 | ||||
| 2025-08-07 | 13F | Fountainhead AM, LLC | 6 564 | −8,71 | 275 | −5,50 | ||||
| 2025-08-04 | 13F | Rede Wealth, LLC | 6 712 | −4,48 | 281 | −1,06 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 7 791 | −32,66 | 327 | −30,34 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 2 301 | 0,00 | 96 | 3,23 | ||||
| 2025-08-07 | 13F | Addison Advisors LLC | 32 129 | 0,08 | 1 347 | 3,62 | ||||
| 2025-08-06 | 13F | Sage Advisory Services, Ltd.Co. | 14 748 | −1,30 | 618 | 2,15 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 117 586 | 9,93 | 4 929 | 13,81 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 34 225 | 5,26 | 1 435 | 8,97 | ||||
| 2025-08-14 | 13F | Abound Financial, Llc | 15 917 | 5,89 | 667 | 9,70 | ||||
| 2025-08-13 | 13F | Cheviot Value Management, LLC | 86 | 0,00 | 4 | 0,00 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 15 702 | 0,61 | 658 | 4,28 | ||||
| 2025-07-25 | 13F | Stephens Consulting, LLC | 189 | 8 | ||||||
| 2025-08-08 | 13F | Gts Securities Llc | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Penobscot Wealth Management | 7 160 | 17,59 | 300 | 21,95 | ||||
| 2025-08-06 | 13F | Columbia River Financial Group, LLC | 7 892 | −1,93 | 0 | |||||
| 2025-07-17 | 13F | Keystone Global Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Mascoma Wealth Management LLC | 46 877 | −20,09 | 1 965 | −17,31 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 21 229 | 4,27 | 890 | 7,89 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 28 015 | −21,72 | 1 174 | −18,92 | ||||
| 2025-08-11 | 13F | Wescott Financial Advisory Group, LLC | 20 244 | 20,90 | 849 | 25,26 | ||||
| 2025-08-18 | 13F | Front Row Advisors LLC | 1 155 | 0,00 | 48 | 4,35 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 127 675 | −2,50 | 5 352 | 0,94 | ||||
| 2025-08-14 | 13F | Comerica Bank | 5 208 | 62,34 | 218 | 68,99 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 14 868 | 7,45 | 1 | |||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 24 069 | 14,10 | 1 009 | 18,03 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 650 | 4,33 | 27 | 8,00 | ||||
| 2025-08-13 | 13F | Denver Wealth Management, Inc. | 5 360 | 225 | ||||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 386 763 | −1,06 | 16 211 | 2,43 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 47 | 0,00 | 2 | 0,00 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 173 881 | 0,45 | 7 288 | 3,98 | ||||
| 2025-08-12 | 13F | Atlas Capital Advisors Llc | 914 | −33,28 | 38 | −30,91 | ||||
| 2025-04-23 | 13F | AIFG Consultants Ltd. | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | McAdam, LLC | 17 195 | 5,82 | 721 | 9,59 | ||||
| 2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 380 | 1,33 | 16 | 0,00 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 19 369 | −13,41 | 812 | −10,39 | ||||
| 2025-08-13 | 13F | Colonial Trust Advisors | 1 100 | 0,00 | 46 | 4,55 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 178 114 | 0,44 | 7 466 | 8,69 | ||||
| 2025-07-18 | 13F | First Pacific Financial | 10 074 | 5,19 | 422 | 9,04 | ||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 2 177 | 0,00 | 91 | 3,41 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 13 749 | 4,67 | 576 | 8,47 | ||||
| 2025-07-16 | 13F | Falcon Wealth Planning | 30 075 | 32,05 | 1 261 | 36,66 | ||||
| 2025-05-15 | 13F | Lido Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-31 | 13F | Orion Capital Management LLC | 470 | 0,00 | 20 | 0,00 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 12 758 | −0,20 | 535 | 3,29 | ||||
| 2025-07-09 | 13F | O'Brien Wealth Partners LLC | 272 488 | 0,63 | 11 421 | 4,18 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 7 222 | −5,56 | 303 | −2,27 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 1 957 | 0,00 | 82 | 3,80 | ||||
| 2025-08-05 | 13F | Snider Financial Group | 4 882 | 205 | ||||||
| 2025-08-12 | 13F | MAI Capital Management | 5 698 | 2,11 | 239 | 5,78 | ||||
| 2025-07-15 | 13F | Legacy Financial Group LLC | 11 064 | −1,08 | 464 | 2,43 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 346 229 | 1,04 | 14 512 | 4,60 | ||||
| 2025-07-31 | 13F | Oppenheimer Asset Management Inc. | 45 865 | −0,42 | 1 922 | 3,11 | ||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 134 719 | 2,26 | 5 647 | 5,85 | ||||
| 2025-07-11 | 13F | Colorado Capital Management, Inc. | 11 164 | 0,00 | 0 | |||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 19 005 | −11,58 | 797 | −8,51 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 11 430 | 5,49 | 479 | 9,36 | ||||
| 2025-07-15 | 13F | RTD Financial Advisors, Inc. | 10 396 | −7,10 | 436 | −3,97 | ||||
| 2025-08-13 | 13F | BCJ Capital Management, LLC | 7 372 | −12,29 | 309 | −9,41 | ||||
| 2025-05-07 | 13F | Hurley Capital, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 12 732 | 6,79 | 1 | |||||
| 2025-07-31 | 13F | Money Design Co.,Ltd. | 201 098 | −5,01 | 8 | 0,00 | ||||
| 2025-08-13 | 13F | Sonoma Private Wealth LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 326 257 | 0,62 | 13 675 | 4,17 | ||||
| 2025-07-25 | 13F | Strategic Point Investment Advisors, LLC | 45 355 | −4,42 | 1 901 | −1,04 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 335 129 | 7,89 | 14 047 | 11,69 | ||||
| 2025-07-29 | 13F | Morgan Dempsey Capital Management Llc | 4 617 | −16,95 | 194 | −14,22 | ||||
| 2025-07-22 | 13F | Relyea Zuckerberg Hanson LLC | 6 292 | −10,27 | 264 | −7,07 | ||||
| 2025-07-29 | 13F | Crux Wealth Advisors | 90 354 | 3 787 | ||||||
| 2025-08-14 | 13F/A | Forefront Analytics, LLC | 345 887 | −37,68 | 14 498 | −35,49 | ||||
| 2025-07-31 | 13F | Opes Wealth Management LLC | 89 026 | 4,33 | 3 732 | 8,02 | ||||
| 2025-07-28 | 13F | Revolve Wealth Partners, LLC | 43 879 | 0,43 | 1 839 | 3,96 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 27 054 | −9,52 | 1 134 | −6,36 | ||||
| 2025-08-13 | 13F | Milestone Investment Advisors LLC | 2 750 | 16,82 | 115 | 21,05 | ||||
| 2025-07-18 | 13F | Lockerman Financial Group, Inc. | 11 267 | −3,40 | 472 | 0,00 | ||||
| 2025-08-14 | 13F | AllSquare Wealth Management LLC | 156 | 0,00 | 7 | 0,00 | ||||
| 2025-04-28 | 13F | First Horizon Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 1 878 | 0,00 | 79 | 2,63 | ||||
| 2025-08-14 | 13F | Betterment LLC | 6 480 | 0 | ||||||
| 2025-08-13 | 13F | Maia Wealth LLC | 11 256 | 0,14 | 472 | 9,28 | ||||
| 2025-07-25 | 13F | Keener Financial Planning LLC | 3 555 | 0,00 | 0 | |||||
| 2025-08-12 | 13F | Bokf, Na | 46 774 | −0,35 | 1 961 | 3,16 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 249 959 | −2,25 | 10 476 | 1,09 | ||||
| 2025-07-25 | 13F | PrairieView Partners, LLC | 30 771 | −0,07 | 1 | 0,00 | ||||
| 2025-08-13 | 13F | Hsbc Holdings Plc | 53 890 | −11,12 | 2 259 | −7,99 | ||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 78 | 0,00 | 3 | 0,00 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 44 035 | 10,70 | 1 846 | 14,60 | ||||
| 2025-07-25 | 13F | RHS Financial, LLC | 5 136 | −21,84 | 215 | −19,17 | ||||
| 2025-07-11 | 13F/A | Umb Bank N A/mo | 34 694 | −6,03 | 1 454 | −2,68 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 100 953 | 7,28 | 4 231 | 11,05 | ||||
| 2025-07-17 | 13F | Johnson Bixby & Associates, LLC | 13 211 | −6,56 | 554 | −3,32 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 1 804 | 0,00 | 76 | 2,74 | ||||
| 2025-07-28 | 13F | CGC Financial Services, LLC | 3 708 | −97,60 | 155 | −97,53 | ||||
| 2025-08-04 | 13F | Migdal Insurance & Financial Holdings Ltd. | 339 | 0,00 | 0 | |||||
| 2025-07-29 | 13F | Private Trust Co Na | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 5 860 | −46,98 | 246 | −45,19 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 346 | 0,00 | 15 | 0,00 | ||||
| 2025-08-07 | 13F | Legacy Financial Advisors, Inc. | 14 220 | 2,45 | 596 | 6,05 | ||||
| 2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 26 552 | 68,65 | 1 113 | 74,57 | ||||
| 2025-08-08 | 13F | Flaharty Asset Management, LLC | 382 | 0,00 | 16 | 6,67 | ||||
| 2025-07-09 | 13F | Lifelong Wealth Advisors, Inc. | 6 378 | 0,00 | 267 | 3,49 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 170 | −55,61 | 7 | −53,33 | ||||
| 2025-07-24 | 13F | Eastern Bank | 304 587 | −0,47 | 12 767 | 3,03 | ||||
| 2025-08-06 | 13F | Adviser Investments LLC | 124 330 | −22,19 | 5 211 | −19,45 | ||||
| 2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 14 539 | 0,32 | 609 | 3,92 | ||||
| 2025-07-29 | 13F | Kelman-Lazarov, Inc. | 6 822 | 0,00 | 286 | 3,26 | ||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 535 | −25,07 | 22 | −21,43 | ||||
| 2025-08-04 | 13F | WNY Asset Management, LLC | 57 411 | −31,13 | 2 406 | −28,71 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 8 700 | −8,13 | 365 | −4,96 | ||||
| 2025-04-28 | 13F | Financial Advocates Investment Management | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Paulson Wealth Management Inc. | 10 643 | 1,02 | 446 | 4,69 | ||||
| 2025-07-08 | 13F | Canandaigua National Bank & Trust Co | 48 030 | −8,48 | 2 013 | −5,23 | ||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 17 938 | −0,25 | 752 | 3,16 | ||||
| 2025-08-12 | 13F | BlueStem Wealth Partners, LLC | 23 056 | 21,08 | 966 | 25,29 | ||||
| 2025-05-02 | 13F | Invera Wealth Advisors, LLC | 95 330 | −0,19 | 3 860 | −1,28 | ||||
| 2025-07-31 | 13F | LongView Asset Management LLC | 54 840 | 4,67 | 2 299 | 8,35 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 5 576 | 226 | ||||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 135 165 | −3,51 | 5 665 | −0,11 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 19 547 | 0,72 | 1 | |||||
| 2025-08-25 | 13F | Hilltop Partners LLC | 5 646 | 237 | ||||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 14 646 | −7,45 | 614 | −4,22 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 9 327 | 0,00 | 391 | 3,45 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 5 386 | 226 | ||||||
| 2025-04-15 | 13F | Noble Wealth Management PBC | 940 | −19,38 | 38 | −15,56 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 19 584 | −6,02 | 821 | −2,73 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 536 | 0,00 | 22 | 4,76 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 16 768 | −1,53 | 702 | 1,74 | ||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 73 | 3 | ||||||
| 2025-07-15 | 13F | Regatta Capital Group, Llc | 141 763 | −0,70 | 5 942 | 2,80 | ||||
| 2025-07-31 | 13F | First Business Financial Services, Inc. | 21 249 | 1,43 | 891 | 4,95 | ||||
| 2025-08-01 | 13F | American Financial & Tax Strategies Inc | 7 653 | 8,09 | 321 | 11,89 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 41 668 | −8,41 | 1 747 | −5,21 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 3 688 | −50,00 | 155 | −48,32 | ||||
| 2025-08-01 | 13F | Riverwater Partners LLC | 6 230 | 261 | ||||||
| 2025-08-12 | 13F | Journey Strategic Wealth Llc | 26 400 | 1,92 | 1 107 | 5,53 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 5 795 | −2,31 | 243 | 0,83 | ||||
| 2025-07-15 | 13F | RVW Wealth, LLC | 8 862 | 0,00 | 371 | 3,63 | ||||
| 2025-05-09 | 13F | Avalon Trust Co | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Evolution Advisers, Inc. | 61 422 | 0,18 | 3 | 0,00 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 6 096 | −0,16 | 256 | 3,24 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 6 667 | −2,79 | 279 | 0,72 | ||||
| 2025-08-08 | 13F | Bailard, Inc. | 25 499 | −10,28 | 1 069 | −7,13 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 431 | 87,39 | 18 | 100,00 | ||||
| 2025-05-14 | 13F | Jane Street Group, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Putnam Fl Investment Management Co | 16 484 | −15,99 | 691 | −13,10 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 2 017 550 | −0,23 | 84 566 | 3,29 | ||||
| 2025-07-09 | 13F | Wolff Financial Management Llc | 7 244 | 0,00 | 0 | |||||
| 2025-07-18 | 13F | Marino, Stram & Associates Llc | 26 487 | −57,65 | 1 110 | −56,16 | ||||
| 2025-07-24 | 13F | rebel Financial LLC | 91 145 | 3 820 | ||||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 67 427 | 3 | ||||||
| 2025-07-29 | 13F | Sincerus Advisory, LLC | 35 879 | 3,90 | 1 529 | 9,30 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 57 772 | 2,69 | 2 422 | 6,32 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 0 | 0 | ||||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 9 921 | 60,12 | 416 | 66,00 | ||||
| 2025-07-18 | 13F | Institute for Wealth Management, LLC. | 8 712 | 27,72 | 365 | 32,25 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 2 428 | 0,00 | 102 | 3,06 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 434 | −99,27 | 18 | −99,25 |
