Grundläggande statistik
| Institutionella ägare | 199 total, 199 long only, 0 short only, 0 long/short - change of 3,09% MRQ |
| Genomsnittlig portföljallokering | 0.2475 % - change of −1,52% MRQ |
| Institutionella aktier (lång) | 19 540 733 (ex 13D/G) - change of 3,01MM shares 18,21% MRQ |
| Institutionellt värde (lång) | $ 1 272 440 USD ($1000) |
Institutionellt ägande och aktieägare
iShares Trust - iShares Russell 2500 ETF (US:SMMD) har 199 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 19,540,733 aktier. Största aktieägare inkluderar Glenmede Investment Management, LP, Glenmede Trust Co Na, Fort Washington Investment Advisors Inc /oh/, Coldstream Capital Management Inc, Bank Of America Corp /de/, CENTRAL TRUST Co, Fmr Llc, Cresset Asset Management, LLC, Fifth Third Bancorp, and Wealthspire Advisors, LLC .
iShares Trust - iShares Russell 2500 ETF (BATS:SMMD) 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 11, 2025 is 74,32 / share. Previously, on September 12, 2024, the share price was 64,93 / share. This represents an increase of 14,46% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 72 722 | −35,85 | 4 929 | −30,47 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 4 560 | 9,75 | 309 | 19,31 | ||||
| 2025-05-02 | 13F | Transcendent Capital Group LLC | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Wetzel Investment Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Strong Tower Advisory Services | 10 749 | −1,87 | 729 | 18,76 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 70 830 | 17,69 | 4 801 | 27,56 | ||||
| 2025-04-25 | 13F | Essex Financial Services, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 520 073 | −5,18 | 35 251 | 2,77 | ||||
| 2025-07-18 | 13F | SigFig Wealth Management, LLC | 95 048 | 36,77 | 6 423 | 47,52 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 171 088 | 21,90 | 11 596 | 32,12 | ||||
| 2025-07-22 | 13F | Legacy Trust | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 3 527 | −6,02 | 239 | 2,14 | ||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 3 286 | 0,34 | 223 | 8,82 | ||||
| 2025-07-25 | 13F | Fifth Third Wealth Advisors LLC | 12 498 | −16,09 | 847 | −9,02 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 14 377 | −0,21 | 974 | 8,10 | ||||
| 2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 11 853 | 0,00 | 803 | 8,09 | ||||
| 2025-08-07 | 13F | Brio Consultants, LLC | 169 041 | −11,84 | 11 458 | −4,45 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 12 979 | −1,09 | 1 | |||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 3 668 | −32,82 | 249 | −27,27 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | TRUE Private Wealth Advisors | 4 307 | −0,14 | 292 | 8,18 | ||||
| 2025-08-06 | 13F | OneAscent Wealth Management LLC | 7 897 | 14,87 | 1 | |||||
| 2025-08-14 | 13F | Hurley Capital, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Centerpoint Advisors, LLC | 30 637 | 2 | ||||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 3 834 | 1,00 | 260 | 9,28 | ||||
| 2025-08-08 | 13F | Creative Planning | 12 183 | −19,75 | 826 | −13,07 | ||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 2 933 | 2,84 | 199 | 11,24 | ||||
| 2025-05-21 | 13F/A | Geneos Wealth Management Inc. | 295 | 851,61 | 18 | 800,00 | ||||
| 2025-08-14 | 13F | Fuller & Thaler Asset Management, Inc. | 9 058 | 91,62 | 614 | 107,80 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 677 | 46 | ||||||
| 2025-04-15 | 13F | Integrated Advisors Network LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Assetmark, Inc | 61 | −12,86 | 4 | 0,00 | ||||
| 2025-07-30 | 13F | Klingenstein Fields & Co Lp | 22 700 | 0,00 | 1 539 | 8,39 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 72 199 | −39,46 | 4 894 | −34,38 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 280 032 | 199,87 | 18 974 | 224,82 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 1 701 | −14,99 | 115 | −8,00 | ||||
| 2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 1 942 | 0,00 | 132 | 8,26 | ||||
| 2025-05-16 | 13F/A | Kestra Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 37 | 3 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 41 474 | 22,67 | 3 | 0,00 | ||||
| 2025-05-15 | 13F | Guardian Wealth Advisors, Llc / Nc | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | AlTi Global, Inc. | 32 787 | 461,13 | 2 255 | 517,81 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 6 224 | −59,38 | 0 | |||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 22 002 | −71,43 | 1 491 | −69,03 | ||||
| 2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 5 020 | 0,50 | 340 | 8,97 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 6 304 | 299,75 | 427 | 335,71 | ||||
| 2025-08-14 | 13F | Bbr Partners, Llc | 11 206 | 760 | ||||||
| 2025-07-10 | 13F | Financial Management Network Inc | 5 363 | −2,12 | 373 | 21,90 | ||||
| 2025-08-01 | 13F | First Command Advisory Services, Inc. | 648 | 44 | ||||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 166 | 0,00 | 11 | 10,00 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 3 306 | 224 | ||||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 9 259 | −23,11 | 628 | −16,73 | ||||
| 2025-07-22 | 13F | DT Investment Partners, LLC | 20 | 0,00 | 1 | 0,00 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 1 210 | 82 | ||||||
| 2025-04-10 | 13F | Bremer Bank National Association | 8 977 | 0,00 | 561 | −8,03 | ||||
| 2025-08-06 | 13F | Van Cleef Asset Management,Inc | 3 885 | 0,00 | 263 | 8,68 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 82 855 | 42,18 | 5 617 | 54,14 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 4 853 | 329 | ||||||
| 2025-08-05 | 13F | Huntington National Bank | 1 160 | 1,84 | ||||||
| 2025-08-13 | 13F | BCJ Capital Management, LLC | 35 916 | 24,01 | 2 434 | 34,40 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 10 045 | −15,78 | 1 | |||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 3 | 0,00 | 0 | |||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 12 156 | −24,11 | 824 | −17,78 | ||||
| 2025-05-13 | 13F | Measured Risk Portfolios, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Fort Washington Investment Advisors Inc /oh/ | 1 504 650 | 0,00 | 101 985 | 8,38 | ||||
| 2025-07-09 | 13F | Harbor Capital Advisors, Inc. | 144 956 | −28,59 | 10 | −25,00 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 62 130 | 26,26 | 4 | 33,33 | ||||
| 2025-07-21 | 13F | Ntv Asset Management Llc | 2 975 | 202 | ||||||
| 2025-08-14 | 13F | Camden Capital, LLC | 10 676 | −3,31 | 724 | 4,78 | ||||
| 2025-05-05 | 13F | Lindbrook Capital, Llc | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 120 498 | −20,11 | 7 536 | −26,54 | ||||
| 2025-07-23 | 13F | Canopy Partners, LLC | 3 523 | −76,99 | 239 | −75,13 | ||||
| 2025-07-28 | 13F | Fairman Group, LLC | 1 637 | 634,08 | 111 | |||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 1 225 | 0,00 | 83 | 9,21 | ||||
| 2025-08-13 | 13F | Quadrant Capital Group Llc | 23 172 | −0,64 | 1 571 | 7,68 | ||||
| 2025-08-14 | 13F | Fmr Llc | 609 648 | −19,03 | 41 322 | −12,25 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 126 877 | −4,00 | 9 | 0,00 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 503 388 | 4,44 | 34 120 | 13,19 | ||||
| 2025-08-11 | 13F | Empowered Funds, LLC | 5 696 | 386 | ||||||
| 2025-04-30 | 13F | Bridges Investment Management Inc | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 180 047 | 181,80 | 12 204 | 205,46 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 6 | 0 | ||||||
| 2025-07-21 | 13F | Andina Capital Management, LLC | 38 942 | 20,92 | 2 639 | 31,03 | ||||
| 2025-07-23 | 13F | L.K. Benson & Company, P.C. | 11 730 | 0,80 | 795 | 9,35 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 41 345 | −0,36 | 2 802 | 7,98 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 256 516 | 1,88 | 17 387 | 10,41 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 53 054 | −4,00 | 4 | 0,00 | ||||
| 2025-07-07 | 13F | Global Wealth Strategies & Associates | 207 | 0,00 | 14 | 16,67 | ||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 7 210 | 0,00 | 489 | 8,44 | ||||
| 2025-08-01 | 13F | GoalVest Advisory LLC | 2 039 | −53,01 | 138 | −49,08 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | CWA Asset Management Group, LLC | 152 710 | 6,85 | 10 351 | 15,80 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 326 022 | −4,20 | 22 098 | 3,82 | ||||
| 2025-08-14 | 13F | Legacy Advisory Services, LLC | 6 846 | −7,62 | 464 | 0,22 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 12 585 | 236,23 | 853 | 264,10 | ||||
| 2025-08-06 | 13F | Vantage Financial Partners, LLC | 3 887 | 0,00 | 263 | 8,23 | ||||
| 2025-08-14 | 13F | UBS Group AG | 323 310 | 16,97 | 21 914 | 26,77 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 14 248 | 26,12 | 966 | 36,69 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 59 098 | 2 596,08 | 4 006 | 2 823,36 | ||||
| 2025-07-28 | 13F | Evernest Financial Advisors, LLC | 8 598 | 583 | ||||||
| 2025-08-07 | 13F | Lakeridge Wealth Management LLC | 7 195 | −8,55 | 488 | −1,02 | ||||
| 2025-05-05 | 13F | Eagle Bay Advisors LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 10 288 | 17,78 | 697 | 27,66 | ||||
| 2025-07-08 | 13F | Little House Capital Llc | 6 108 | −19,05 | 414 | −12,10 | ||||
| 2025-07-10 | 13F | Charter Oak Capital Management, LLC | 15 278 | −5,43 | 1 036 | 2,48 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 12 530 | 0,00 | 849 | 8,43 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 21 004 | 19,76 | 1 424 | 29,84 | ||||
| 2025-04-22 | 13F/A | NorthRock Partners, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Catalyst Financial Partners Llc | 88 183 | 37,19 | 5 977 | 48,72 | ||||
| 2025-07-24 | 13F/A | TFR Capital, LLC. | 13 959 | −13,63 | 946 | −6,34 | ||||
| 2025-07-07 | 13F | O'Connor Financial Group LLC | 4 957 | 26,16 | 345 | 40,82 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 89 | 0,00 | 6 | 20,00 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 53 | 0,00 | 4 | 0,00 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 7 709 | −0,77 | 523 | 7,63 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 6 364 | −4,79 | 431 | 3,11 | ||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 477 | 187,35 | 32 | 220,00 | ||||
| 2025-08-13 | 13F | IAG Wealth Partners, LLC | 815 | −48,90 | 55 | −44,44 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 491 438 | 21,47 | 33 313 | 31,66 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 11 366 | −15,00 | 770 | −7,89 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 113 403 | −8,73 | 7 686 | −1,08 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 158 394 | −13,91 | 10 736 | −6,70 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 4 067 | 0,00 | 276 | 8,27 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 39 282 | 2,29 | 2 655 | 10,31 | ||||
| 2025-09-04 | 13F | SevenBridge Financial Group, LLC | 3 906 | −44,92 | 275 | −40,99 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-24 | 13F | Blair William & Co/il | 212 306 | −2,52 | 14 390 | 5,65 | ||||
| 2025-07-24 | 13F | Ulland Investment Advisors, LLC | 18 505 | −8,21 | 1 | 0,00 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 386 | −30,20 | 26 | −23,53 | ||||
| 2025-07-21 | 13F | Single Point Partners, LLC | 12 443 | 0,00 | 0 | |||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 92 198 | 10,28 | 6 249 | 22,53 | ||||
| 2025-08-14 | 13F | Dimension Capital Management Llc | 3 665 | 0,00 | 248 | 8,30 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 2 630 | 0 | ||||||
| 2025-04-17 | 13F | Chicago Capital, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Comerica Bank | 6 874 | 303,64 | 466 | 338,68 | ||||
| 2025-07-09 | 13F | Heritage Family Offices, LLP | 219 991 | −0,00 | 13 785 | 0,19 | ||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 22 217 | 18,33 | 1 506 | 28,19 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 7 028 | 56,84 | 476 | 70,00 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 5 157 | −44,24 | 350 | −39,62 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 121 015 | 0,43 | 8 202 | 8,85 | ||||
| 2025-05-14 | 13F | One Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 5 081 | −8,25 | 357 | 3,18 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 4 995 | 339 | ||||||
| 2025-08-13 | 13F | Sepio Capital, LP | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 14 772 | 30,40 | 1 001 | 41,38 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 950 | −45,81 | 64 | −33,33 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 30 139 | 37,41 | 2 043 | 48,94 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 2 264 | 374,63 | 153 | 427,59 | ||||
| 2025-08-12 | 13F | Putnam Fl Investment Management Co | 6 614 | −46,35 | 448 | −41,89 | ||||
| 2025-05-12 | 13F | National Bank Of Canada /fi/ | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-10 | 13F | HF Advisory Group, LLC | 18 803 | −1,82 | 1 274 | 6,43 | ||||
| 2025-07-15 | 13F | James J. Burns & Company, LLC | 77 867 | 12,17 | 5 278 | 21,56 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 9 820 | −2,92 | 666 | 5,22 | ||||
| 2025-08-05 | 13F | Benchmark Financial Wealth Advisors, LLC | 71 026 | 18,90 | 4 814 | 28,89 | ||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 3 428 | 0,12 | 242 | 14,76 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 138 848 | 4,84 | 9 411 | 13,63 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 158 245 | 19,88 | 10 726 | 29,92 | ||||
| 2025-07-16 | 13F | Congress Asset Management Co /ma | 57 687 | −67,42 | 3 910 | −64,69 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 46 169 | 2,47 | 3 129 | 11,08 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 21 576 | 60,45 | 1 462 | 73,84 | ||||
| 2025-07-21 | 13F | Greenwood Capital Associates Llc | 2 977 | 202 | ||||||
| 2025-08-07 | 13F | Altman Advisors, Inc. | 22 279 | 5,29 | 322 | 5,57 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 8 827 | −56,13 | 598 | −52,46 | ||||
| 2025-08-01 | 13F | Twin Lakes Capital Management, LLC | 334 | 0,00 | 23 | 10,00 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 3 966 | 0,00 | 0 | |||||
| 2025-07-17 | 13F | SC&H Financial Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Mayfair Advisory Group, LLC | 7 203 | 7,68 | 496 | 18,42 | ||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 1 210 | −1,63 | 84 | 13,70 | ||||
| 2025-07-30 | 13F | Retirement Planning Group | 43 462 | 219,90 | 2 946 | 246,88 | ||||
| 2025-08-11 | 13F | Great Lakes Advisors, Llc | 25 637 | 1 738 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 822 | 0,00 | 56 | 7,84 | ||||
| 2025-07-16 | 13F | Kendall Capital Management | 310 495 | 2,46 | 21 045 | 11,05 | ||||
| 2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 115 875 | 7 854 | ||||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 3 429 | 232 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 157 | 0,00 | 11 | 11,11 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-17 | 13F | Catalytic Wealth RIA, LLC | 17 114 | −3,92 | 1 160 | 4,13 | ||||
| 2025-07-25 | 13F | Means Investment Co., Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 754 | −19,79 | 52 | −12,07 | ||||
| 2025-08-14 | 13F | City National Bank Of Florida /msd | 171 088 | 20,59 | 11 596 | 30,70 | ||||
| 2025-08-12 | 13F | Insigneo Advisory Services, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 64 973 | −12,20 | 4 404 | −4,86 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 25 | 0,00 | 2 | 0,00 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 236 044 | 8,93 | 15 999 | 18,07 | ||||
| 2025-08-14 | 13F | MidWestOne Financial Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-05-06 | 13F | Atria Investments Llc | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Cornerstone Financial Group, LLC /NE/ | 16 173 | 0,30 | 1 096 | 3,40 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 19 522 | 2,06 | 1 323 | 10,62 | ||||
| 2025-05-05 | 13F | Kestra Private Wealth Services, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 16 259 | −40,87 | 1 102 | −35,89 | ||||
| 2025-07-25 | 13F | Allspring Global Investments Holdings, LLC | 1 269 | 27,79 | 87 | 38,71 | ||||
| 2025-07-22 | 13F/A | Red Mountain Financial, LLC | 4 154 | −1,70 | 282 | 6,44 | ||||
| 2025-08-08 | 13F | Advisory Resource Group | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Heritage Wealth Architects, Inc. | 13 192 | 298,19 | 894 | 331,88 | ||||
| 2025-08-07 | 13F | 1620 Investment Advisors, Inc. | 4 361 | 8,73 | 296 | 18,00 | ||||
| 2025-05-15 | 13F | Ancora Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 2 262 153 | 29,37 | 141 475 | 18,98 | ||||
| 2025-07-22 | 13F | Old National Bancorp /in/ | 8 977 | 608 | ||||||
| 2025-07-22 | 13F | USAdvisors Wealth Management, LLC | 11 442 | 0,31 | 1 | |||||
| 2025-08-12 | 13F | Sfmg, Llc | 3 997 | 12,50 | 271 | 21,62 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 9 219 | −23,40 | 625 | −17,02 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 2 983 | 202 | ||||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 621 081 | 13,99 | 42 097 | 23,54 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 25 527 | −60,26 | 1 730 | −56,92 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 2 930 717 | 198 644 | ||||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 3 391 | 0 | ||||||
| 2025-07-29 | 13F | Private Trust Co Na | 330 | 8,55 | 22 | 15,79 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 3 284 | −27,92 | 223 | −21,83 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 339 153 | −1,40 | 22 988 | 6,86 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 78 834 | 0,56 | 5 343 | 9,00 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 1 174 | 0,00 | 80 | 8,22 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 10 772 | 48,83 | 730 | 61,50 | ||||
| 2025-07-30 | 13F | Whittier Trust Co | 11 811 | 17,45 | 800 | 27,39 | ||||
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 574 | 0,00 | 39 | 8,57 | ||||
| 2025-08-08 | 13F | Firestone Capital Management | 4 000 | 0,00 | 271 | 8,40 | ||||
| 2025-08-14 | 13F | RMB Capital Management, LLC | 51 384 | 92,46 | 3 483 | 108,63 | ||||
| 2025-08-12 | 13F | Sierra Summit Advisors Llc | 8 520 | 2,18 | 577 | 10,75 | ||||
| 2025-07-11 | 13F | CMH Wealth Management LLC | 127 187 | −50,78 | 8 621 | −46,66 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 73 | 1,39 | 5 | 0,00 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 816 499 | 1,34 | 55 342 | 9,83 | ||||
| 2025-07-24 | 13F | KC Investment Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 603 824 | −12,95 | 40 927 | −5,65 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 3 571 | 0,68 | 242 | 9,50 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 897 | 128,24 | 61 | 150,00 | ||||
| 2025-07-29 | 13F | Regions Financial Corp | 2 981 | 202 | ||||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 7 491 | 0,00 | 508 | 8,33 | ||||
| 2025-04-29 | 13F | Palisade Capital Management Llc/nj | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | First National Advisers, LLC | 3 043 | 206 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 19 926 | −54,11 | 1 351 | −50,28 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 185 494 | −42,20 | 12 573 | −37,36 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 338 643 | −4,56 | 22 953 | 3,44 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 970 694 | −19,70 | 65 794 | −12,97 |
