Grundläggande statistik
| Institutionella ägare | 248 total, 248 long only, 0 short only, 0 long/short - change of −1,19% MRQ |
| Genomsnittlig portföljallokering | 0.2310 % - change of −0,85% MRQ |
| Institutionella aktier (lång) | 21 686 549 (ex 13D/G) - change of −0,07MM shares −0,32% MRQ |
| Institutionellt värde (lång) | $ 858 130 USD ($1000) |
Institutionellt ägande och aktieägare
Nushares ETF Trust - Nuveen ESG Small-Cap ETF (US:NUSC) har 248 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 21,686,549 aktier. Största aktieägare inkluderar Bank Of America Corp /de/, Tiaa Trust, National Association, Abacus Wealth Partners, LLC, Morgan Stanley, Royal Bank Of Canada, Mission Wealth Management, Lp, Mercer Global Advisors Inc /adv, LPL Financial LLC, Envestnet Asset Management Inc, and UBS Group AG .
Nushares ETF Trust - Nuveen ESG Small-Cap ETF (BATS:NUSC) 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 16, 2025 is 43,74 / share. Previously, on September 17, 2024, the share price was 42,17 / share. This represents an increase of 3,72% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-31 | 13F | Schneider Downs Wealth Management Advisors, LP | 9 735 | −32,14 | 397 | −27,87 | ||||
| 2025-08-07 | 13F | McClarren Financial Advisors, Inc. | 9 401 | 139,94 | 383 | |||||
| 2025-08-13 | 13F | Millstone Evans Group, LLC | 2 047 | −54,87 | 83 | −52,02 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 69 | −98,95 | 3 | −99,17 | ||||
| 2025-05-15 | 13F | Ameriflex Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Harrington Investments, INC | 7 504 | 0,00 | 306 | 6,27 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 648 868 | 1,81 | 26 435 | 8,19 | ||||
| 2025-07-23 | 13F | RMG Wealth Management LLC | 1 959 | 82 | ||||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 464 | 0,00 | 19 | 5,88 | ||||
| 2025-07-18 | 13F | Vicus Capital | 40 288 | 1,62 | 1 641 | 7,96 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 6 884 | 21,65 | 280 | 29,63 | ||||
| 2025-07-10 | 13F | CWC Advisors, LLC. | 5 155 | 210 | ||||||
| 2025-07-16 | 13F | New Insight Wealth Advisors | 9 678 | −6,06 | 394 | 0,00 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-11 | 13F | Pioneer Wealth Management Group | 32 322 | 8,99 | 1 317 | 15,74 | ||||
| 2025-08-12 | 13F | Manchester Capital Management LLC | 3 203 | 0,00 | 130 | 6,56 | ||||
| 2025-07-11 | 13F | Scott Capital Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | One Capital Management, LLC | 20 914 | −7,45 | 852 | −1,62 | ||||
| 2025-08-14 | 13F | UBS Group AG | 424 837 | 5,77 | 17 308 | 12,39 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 0 | −100,00 | 0 | |||||
| 2025-05-08 | 13F | Us Financial Advisors, Llc | 23 181 | 4,35 | 889 | −4,52 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 801 414 | 0,90 | 32 650 | 7,21 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 13 293 | −77,42 | 1 | −100,00 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 95 | 61,02 | 4 | 50,00 | ||||
| 2025-07-16 | 13F | Morangie Management LLC | 12 089 | 0,00 | 493 | 6,26 | ||||
| 2025-07-31 | 13F | Silver Oak Advisory Group, Inc. | 19 159 | 18,46 | 1 | |||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 193 | −50,64 | 8 | −50,00 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Painted Porch Advisors LLC | 18 700 | 3,02 | 762 | 9,50 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 6 258 642 | −3,04 | 254 977 | 3,03 | ||||
| 2025-07-10 | 13F | Stewardship Advisors, LLC | 31 316 | −0,45 | 1 276 | 5,72 | ||||
| 2025-08-05 | 13F | Clarity Wealth Development LLC | 71 876 | 0,89 | 2 928 | 9,99 | ||||
| 2025-07-25 | 13F | McNamara Financial Services, Inc. | 11 383 | 17,46 | 464 | 24,80 | ||||
| 2025-08-07 | 13F | BOK Financial Private Wealth, Inc. | 322 | 0,00 | 13 | 8,33 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 36 353 | −6,15 | 1 481 | −0,27 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 24 535 | −4,00 | 1 000 | 2,04 | ||||
| 2025-08-13 | 13F | North Berkeley Wealth Management, LLC | 290 314 | 10,14 | 11 827 | 17,04 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 10 435 | 0,00 | 425 | 6,25 | ||||
| 2025-08-01 | 13F | Financial Counselors Inc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 14 214 | −2,62 | 579 | 3,21 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 79 922 | −25,64 | 3 | −25,00 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 14 176 | −27,43 | 578 | −22,86 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 291 | −14,16 | 12 | −21,43 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 19 904 | −34,34 | 811 | −30,29 | ||||
| 2025-07-21 | 13F | Compass Planning Associates Inc | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Equita Financial Network, Inc. | 21 301 | −21,81 | 868 | −16,95 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 1 062 | 0,00 | 43 | 7,50 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 7 | 0,00 | 0 | |||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 16 624 | −4,31 | 703 | 9,01 | ||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 1 467 595 | −4,57 | 59 790 | 1,41 | ||||
| 2025-04-03 | 13F | Adirondack Trust Co | 0 | −100,00 | 0 | |||||
| 2025-07-01 | 13F | Stonehearth Capital Management, LLC | 42 106 | −24,09 | 1 715 | −19,33 | ||||
| 2025-07-11 | 13F | Westfuller Advisors, LLC | 35 048 | 0,00 | 1 428 | 6,25 | ||||
| 2025-08-08 | 13F | Laurel Wealth Planning LLC | 15 026 | −12,27 | 612 | −6,71 | ||||
| 2025-08-13 | 13F | Argyle Capital Partners, LLC | 5 140 | 209 | ||||||
| 2025-08-14 | 13F | Fmr Llc | 191 263 | 61,91 | 7 792 | 72,08 | ||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 9 459 | 8,20 | 385 | 14,93 | ||||
| 2025-08-07 | 13F | Brio Consultants, LLC | 23 633 | −45,28 | 963 | −41,87 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 42 524 | 102,27 | 1 732 | 114,89 | ||||
| 2025-07-07 | 13F | Trust Co | 6 346 | −3,14 | 259 | 2,79 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 35 961 | 29,71 | 1 465 | 37,95 | ||||
| 2025-07-07 | 13F | Shotwell Rutter Baer Inc | 13 130 | 2,34 | 552 | 24,04 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 529 710 | 5,34 | 21 580 | 11,94 | ||||
| 2025-07-16 | 13F | Evergreen Private Wealth LLC | 13 154 | −13,93 | 536 | −8,55 | ||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 12 399 | −7,74 | 505 | −1,94 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 679 401 | 10,90 | 27 679 | 17,84 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 70 674 | 17,15 | 2 879 | 24,52 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 103 | 45,07 | 0 | |||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 47 120 | 1 920 | ||||||
| 2025-07-11 | 13F | Bond & Devick Financial Network, Inc. | 8 262 | 0,00 | 337 | 6,33 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 1 456 | 0,00 | 59 | 7,27 | ||||
| 2025-07-10 | 13F | IMPACTfolio, LLC | 38 264 | −7,83 | 1 559 | −2,07 | ||||
| 2025-07-18 | 13F | First United Bank Trust/ | 785 | −74,76 | 32 | −73,95 | ||||
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 46 408 | 3,06 | 1 890 | 9,50 | ||||
| 2025-08-07 | 13F | Curtis Advisory Group, LLC | 6 427 | 0,00 | 262 | 6,10 | ||||
| 2025-07-14 | 13F | Acropolis Investment Management, LLC | 8 700 | 0,00 | 354 | 6,31 | ||||
| 2025-05-19 | 13F/A | Jane Street Group, Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Destination Wealth Management | 13 229 | 4,49 | 539 | 10,93 | ||||
| 2025-05-08 | 13F | Eastern Bank | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | BSW Wealth Partners | 86 830 | −11,05 | 3 537 | −5,48 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 12 561 | 361,29 | 1 | |||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 5 163 | −33,42 | 210 | −29,29 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 14 409 | 0,00 | 587 | 6,34 | ||||
| 2025-08-14 | 13F | Balanced Rock Investment Advisor | 9 572 | −29,79 | 390 | −25,48 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 9 122 | 11,76 | 372 | 18,91 | ||||
| 2025-08-14 | 13F | Horizon Investments, LLC | 21 | 10,53 | 1 | |||||
| 2025-07-22 | 13F | Sage Financial Group Inc | 7 126 | 0,00 | 290 | 6,23 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 7 859 | 39,81 | 320 | 48,84 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 0 | −100,00 | 0 | |||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 167 | 0,00 | 7 | 0,00 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 355 056 | −2,42 | 14 465 | 3,68 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 101 296 | 0,17 | 4 260 | 9,85 | ||||
| 2025-07-30 | 13F | White Lighthouse Investment Management Inc. | 15 179 | 6,08 | 618 | 12,77 | ||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 18 879 | −9,60 | 769 | −3,87 | ||||
| 2025-07-15 | 13F | Signet Financial Management, Llc | 5 809 | 0,00 | 237 | 6,31 | ||||
| 2025-07-17 | 13F | XY Planning Network, Inc. | 46 146 | 21,18 | 1 880 | 28,79 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 20 464 | 8,90 | 831 | 15,28 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 9 173 | −2,57 | 389 | 7,78 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 130 284 | −23,63 | 5 | −16,67 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 1 192 954 | −6,21 | 48 601 | −0,34 | ||||
| 2025-05-15 | 13F | Old Mission Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 107 678 | −4,01 | 4 387 | 1,98 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 107 335 | 4 373 | ||||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 5 808 | 3,84 | 237 | 10,28 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 8 526 | −4,15 | 351 | 2,64 | ||||
| 2025-05-02 | 13F | Cable Hill Partners, LLC | 107 029 | 2,66 | 4 001 | −8,38 | ||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 1 021 | 0,00 | 42 | 5,13 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 329 | 0,00 | 13 | 8,33 | ||||
| 2025-07-29 | 13F | Stordahl Capital Management, Inc. | 8 085 | 0,72 | 329 | 7,17 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 2 302 | −8,47 | 94 | −3,12 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 12 471 | −12,19 | 508 | −6,62 | ||||
| 2025-08-14 | 13F | Clarity Asset Management, Inc. | 1 802 | 0,00 | 73 | 5,80 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 11 457 | 14,12 | 467 | 21,35 | ||||
| 2025-05-08 | 13F | Collaborative Wealth Managment Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Addison Advisors LLC | 22 565 | 0,00 | 919 | 6,24 | ||||
| 2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 7 334 | 3,56 | 299 | 9,96 | ||||
| 2025-07-28 | 13F | Arlington Financial Advisors, LLC | 59 224 | 9,85 | 2 413 | 16,69 | ||||
| 2025-08-06 | 13F | Capasso Planning Partners LLC | 11 208 | 5,43 | 457 | 12,04 | ||||
| 2025-07-09 | 13F | Sandbox Financial Partners, LLC | 6 681 | −3,94 | 272 | 2,26 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 49 945 | −0,91 | 2 035 | 5,28 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 3 886 | −15,98 | 158 | −10,73 | ||||
| 2025-08-14 | 13F | Abound Financial, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 1 012 922 | 2,22 | 41 267 | 8,62 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 45 828 | −17,07 | 1 867 | −11,85 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 238 931 | −22,69 | 9 734 | −17,85 | ||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 5 288 | 0,00 | 215 | 6,44 | ||||
| 2025-08-06 | 13F | Ipsen Advisor Group LLC | 9 929 | −1,96 | 405 | 4,12 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 3 845 | −84,73 | 157 | −83,83 | ||||
| 2025-08-06 | 13F | Sage Advisory Services, Ltd.Co. | 13 094 | 6,57 | 533 | 13,16 | ||||
| 2025-08-14 | 13F | Lazard Asset Management Llc | 41 898 | 0,00 | 2 | 0,00 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 77 730 | −2,47 | 3 167 | 7,07 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 10 088 | −37,10 | 411 | −33,06 | ||||
| 2025-08-06 | 13F | Adviser Investments LLC | 65 357 | 8,15 | 2 663 | 14,94 | ||||
| 2025-04-25 | 13F | Capital Advisors Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Whittier Trust Co | 56 053 | −4,38 | 2 283 | 1,60 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 30 177 | −13,27 | 1 229 | −7,87 | ||||
| 2025-08-06 | 13F | Columbia River Financial Group, LLC | 5 925 | 9,93 | 0 | |||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 250 | 0,00 | 10 | 11,11 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 32 021 | 2,34 | 1 305 | 8,76 | ||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 5 995 | 0,40 | 244 | 7,02 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 4 190 | −20,82 | 171 | −15,84 | ||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 102 | 0,00 | 4 | 33,33 | ||||
| 2025-07-22 | 13F | Petros Family Wealth, LLC | 5 332 | 217 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 284 | −28,10 | 12 | −26,67 | ||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 7 023 | 0,00 | 286 | 6,32 | ||||
| 2025-07-25 | 13F | Natural Investments, Llc | 8 545 | 7,38 | 0 | |||||
| 2025-04-29 | 13F | DT Investment Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Allworth Financial LP | 127 398 | 2,62 | 5 190 | 12,51 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 85 630 | 28,86 | 3 489 | 36,95 | ||||
| 2025-08-11 | 13F | Wescott Financial Advisory Group, LLC | 43 919 | 3,69 | 1 789 | 10,23 | ||||
| 2025-04-23 | 13F | VisionPoint Advisory Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 430 | 0,00 | 17 | 6,25 | ||||
| 2025-07-15 | 13F | McAdam, LLC | 6 095 | 6,50 | 248 | 13,24 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 121 | −38,27 | 5 | −42,86 | ||||
| 2025-07-21 | 13F | Future Financial Wealth Managment LLC | 199 | 0,00 | 8 | 14,29 | ||||
| 2025-07-23 | 13F | TriaGen Wealth Management LLC | 15 320 | 0,18 | 624 | 6,48 | ||||
| 2025-07-23 | 13F | Values Added Financial LLC | 7 609 | 41,72 | 310 | 50,73 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 31 128 | −36,30 | 1 268 | −32,30 | ||||
| 2025-07-15 | 13F | Carr Financial Group Corp | 10 115 | 0,00 | 412 | 6,46 | ||||
| 2025-08-07 | 13F | Winthrop Capital Management, LLC | 382 | 0,00 | 0 | |||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 109 | 0,00 | 4 | 33,33 | ||||
| 2025-08-15 | 13F | Koesten, Hirschmann & Crabtree, INC. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | First Pacific Financial | 248 875 | 2,40 | 10 139 | 8,81 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 6 593 | 269 | ||||||
| 2025-07-16 | 13F | Falcon Wealth Planning | 8 952 | 15,54 | 365 | 22,56 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 334 | 0,00 | 14 | 8,33 | ||||
| 2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 7 878 | 1,34 | 321 | 7,38 | ||||
| 2025-08-05 | 13F | Blue Barn Wealth, LLC | 7 059 | −0,01 | 288 | 6,30 | ||||
| 2025-07-31 | 13F | Orion Capital Management LLC | 64 | 0,00 | 3 | 0,00 | ||||
| 2025-08-07 | 13F | PFG Advisors | 6 976 | −3,08 | 284 | 3,27 | ||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 40 988 | −3,84 | 1 727 | 5,63 | ||||
| 2025-07-28 | 13F | Smart Portfolios, LLC | 7 124 | 1,18 | 290 | 7,81 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 15 233 | 5,28 | 621 | 11,91 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 75 933 | 15,31 | 3 098 | 22,26 | ||||
| 2025-05-15 | 13F | Lido Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 6 035 | −2,93 | 246 | 2,94 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 665 | −22,94 | 27 | −18,18 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 7 318 | −1,72 | 298 | 4,56 | ||||
| 2025-04-21 | 13F | Bigelow Investment Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 54 927 | −17,27 | 2 238 | −12,10 | ||||
| 2025-07-14 | 13F | Signature Securities Group Corporation | 5 469 | 0,00 | 223 | 6,22 | ||||
| 2025-08-12 | 13F | Palisades Hudson Asset Management, L.P. | 94 242 | 21,99 | 4 | 50,00 | ||||
| 2025-08-06 | 13F | Bensler, LLC | 12 249 | 12,66 | 499 | 19,95 | ||||
| 2025-08-11 | 13F | Estate Counselors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Oppenheimer Asset Management Inc. | 20 923 | 2,67 | 852 | 9,09 | ||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 55 742 | −7,83 | 2 271 | −2,07 | ||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 3 139 | −4,71 | 128 | 0,79 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 41 191 | −0,88 | 1 678 | 5,34 | ||||
| 2025-07-11 | 13F | Colorado Capital Management, Inc. | 138 309 | −0,16 | 6 | 0,00 | ||||
| 2025-07-29 | 13F | SilverOak Wealth Management LLC | 53 107 | 8,99 | 2 164 | 15,79 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 7 251 | −13,80 | 295 | −8,39 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 49 146 | 339,43 | 2 002 | 367,76 | ||||
| 2025-07-15 | 13F | RTD Financial Advisors, Inc. | 18 158 | 5,18 | 740 | 11,80 | ||||
| 2025-08-12 | 13F | Marshall & Sterling Wealth Advisors Inc. | 7 248 | −14,80 | 294 | −9,82 | ||||
| 2025-07-17 | 13F | Neumann Capital Management, LLC | 22 959 | 0,88 | 935 | 7,22 | ||||
| 2025-07-24 | 13F | Financial Connections Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 176 783 | 107,53 | 7 202 | 120,58 | ||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Motco | 396 | 95,07 | 16 | 128,57 | ||||
| 2025-08-14 | 13F | Betterment LLC | 16 037 | 17,14 | 1 | |||||
| 2025-07-11 | 13F | Capital Advantage, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Relyea Zuckerberg Hanson LLC | 10 820 | −45,58 | 441 | −42,26 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 82 946 | 6,66 | 3 379 | 13,35 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 3 705 | −0,48 | 151 | 5,63 | ||||
| 2025-07-28 | 13F | Revolve Wealth Partners, LLC | 30 786 | 1,19 | 1 254 | 7,55 | ||||
| 2025-07-14 | 13F | Sound Stewardship, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Diversified Enterprises, LLC | 19 867 | 30,53 | 809 | 38,77 | ||||
| 2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 10 043 | 0,00 | 409 | 6,23 | ||||
| 2025-07-18 | 13F | SigFig Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 16 799 | 5,86 | 684 | 12,50 | ||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 184 566 | 8,57 | 7 519 | 15,38 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 320 | 0,00 | 13 | 8,33 | ||||
| 2025-08-13 | 13F | Milestone Investment Advisors LLC | 1 431 | −56,32 | 58 | −53,60 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Allodium Investment Consultants, LLC | 134 739 | −5,52 | 5 489 | 0,40 | ||||
| 2025-07-28 | 13F | Kiker Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F/A | CX Institutional | 10 909 | −5,06 | 0 | |||||
| 2025-07-22 | 13F | Financial Insights, Inc. | 6 594 | −36,93 | 269 | −33,00 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 0 | |||||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 9 435 | −6,08 | 384 | −0,26 | ||||
| 2025-08-12 | 13F | Virtu Financial LLC | 5 671 | 0 | ||||||
| 2025-07-30 | 13F | Pacific Sun Financial Corp | 10 586 | −5,36 | 431 | 0,70 | ||||
| 2025-08-14 | 13F | Bragg Financial Advisors, Inc | 14 678 | 7,66 | 598 | 14,37 | ||||
| 2025-08-11 | 13F | Arrow Financial Corp | 5 150 | 210 | ||||||
| 2025-08-12 | 13F | Bokf, Na | 16 102 | 1,27 | 656 | 7,55 | ||||
| 2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 42 | 0,00 | 2 | 0,00 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 6 576 | −10,97 | 0 | |||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 161 867 | −2,19 | 6 596 | 3,86 | ||||
| 2025-04-09 | 13F | Quantum Financial Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F/A | Umb Bank N A/mo | 20 640 | 7,44 | 841 | 14,13 | ||||
| 2025-07-28 | 13F | CGC Financial Services, LLC | 53 073 | 1,28 | 2 162 | 7,62 | ||||
| 2025-07-31 | 13F | Resonant Capital Advisors, LLC | 8 966 | 0,00 | 365 | 6,41 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 10 569 | 5,98 | 431 | 12,57 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 1 482 | 4,22 | 60 | 11,11 | ||||
| 2025-07-31 | 13F | LongView Asset Management LLC | 81 256 | 40,35 | 3 310 | 49,17 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 1 005 | 0,00 | 42 | 7,89 | ||||
| 2025-07-21 | 13F | Corundum Group, Inc. | 58 680 | −3,02 | 2 391 | 3,06 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 21 | 0,00 | 1 | |||||
| 2025-07-31 | 13F | Dodds Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 71 | −40,83 | 3 | −50,00 | ||||
| 2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 20 299 | 8,03 | 827 | 14,72 | ||||
| 2025-08-13 | 13F/A | StoneX Group Inc. | 6 900 | 270 | ||||||
| 2025-07-29 | 13F | Kelman-Lazarov, Inc. | 4 995 | 203 | ||||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 53 161 | −0,28 | 2 166 | 5,97 | ||||
| 2025-07-29 | 13F | DeDora Capital, Inc. | 131 487 | −0,12 | 5 357 | 6,12 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 12 596 | 6,66 | 513 | 13,50 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 5 988 | 244 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 15 502 | −4,07 | 1 | |||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 229 233 | 3,01 | 9 339 | 9,46 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 14 202 | −9,94 | 545 | −17,58 | ||||
| 2025-07-14 | 13F | Abacus Wealth Partners, LLC | 1 291 976 | 1,78 | 52 635 | 8,15 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-05-14 | 13F | Oarsman Capital, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-08 | 13F | First National Corp /ma/ /adv | 8 042 | 6,09 | 328 | 12,76 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 37 | 0,00 | 2 | 0,00 | ||||
| 2025-05-09 | 13F | Avalon Trust Co | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 5 580 | −32,14 | 227 | −27,94 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 28 407 | 71,81 | 1 157 | 82,78 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 22 651 | −0,37 | 931 | 6,89 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 27 685 | 1 128 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 5 288 | 87,85 | 215 | 99,07 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 10 377 | −2,76 | 423 | 3,18 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 9 747 | −42,33 | 397 | −38,64 | ||||
| 2025-08-08 | 13F | Creative Planning | 229 861 | 5,49 | 9 365 | 12,10 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 9 792 | 54,25 | 399 | 63,79 | ||||
| 2025-07-15 | 13F | RVW Wealth, LLC | 18 548 | −1,97 | 756 | 4,14 | ||||
| 2025-07-25 | 13F | Evolution Advisers, Inc. | 15 955 | 0,62 | 1 | |||||
| 2025-07-10 | 13F | Klaas Financial Asset Advisors, LLC | 33 441 | 7,37 | 1 362 | 14,07 | ||||
| 2025-08-13 | 13F | IAG Wealth Partners, LLC | 1 935 | 4,43 | 79 | 9,86 | ||||
| 2025-04-15 | 13F | Noble Wealth Management PBC | 400 | 0,00 | 15 | −6,25 | ||||
| 2025-07-10 | 13F | SK Wealth Management, LLC | 40 297 | −13,73 | 1 692 | 3,49 | ||||
| 2025-05-02 | 13F | Litman Gregory Asset Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 73 896 | −7,89 | 3 011 | −2,11 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 404 | 0,00 | 16 | 6,67 | ||||
| 2025-08-12 | 13F | BlueStem Wealth Partners, LLC | 5 640 | 230 | ||||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Greykasell Wealth Strategies, Inc. | 2 966 | 0,00 | 121 | 6,19 | ||||
| 2025-07-23 | 13F | SGL Investment Advisors, Inc. | 19 025 | 3,57 | 794 | 11,20 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 139 100 | 0,89 | 5 667 | 7,21 | ||||
| 2025-04-17 | 13F | Vista Wealth Management Group, LLC | 8 824 | 0,00 | 338 | −8,40 | ||||
| 2025-08-07 | 13F | Flagship Wealth Advisors, Llc | 410 | 0,00 | 17 | 6,67 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 1 552 | −58,23 | 0 | |||||
| 2025-08-14 | 13F | Family Office Research LLC | 8 357 | 0,00 | 340 | 6,25 | ||||
| 2025-08-05 | 13F | Flynn Zito Capital Management, Llc | 5 825 | 7,49 | 237 | 14,49 | ||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 0 | −100,00 | 0 |
