Grundläggande statistik
| Institutionella ägare | 582 total, 582 long only, 0 short only, 0 long/short - change of −1,01% MRQ |
| Genomsnittlig portföljallokering | 0.7476 % - change of −8,16% MRQ |
| Institutionella aktier (lång) | 251 436 141 (ex 13D/G) - change of 4,25MM shares 1,72% MRQ |
| Institutionellt värde (lång) | $ 7 827 359 USD ($1000) |
Institutionellt ägande och aktieägare
SPDR Series Trust - SPDR Portfolio Intermediate Term Corporate Bond ETF (US:SPIB) har 582 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 251,436,141 aktier. Största aktieägare inkluderar LPL Financial LLC, Charles Schwab Investment Management Inc, Municipal Employees' Retirement System of Michigan, Envestnet Asset Management Inc, Creative Planning, D.a. Davidson & Co., Cliftonlarsonallen Wealth Advisors, Llc, Ameriprise Financial Inc, American Family Investments, Inc., and Assetmark, Inc .
SPDR Series Trust - SPDR Portfolio Intermediate Term Corporate Bond ETF (ARCA:SPIB) 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 5, 2025 is 33,86 / share. Previously, on September 9, 2024, the share price was 33,61 / share. This represents an increase of 0,74% 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
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| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-04-24 | 13F | Decker Retirement Planning Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Obermeyer Wood Investment Counsel, Lllp | 14 960 | 0,00 | 502 | 1,01 | ||||
| 2025-08-13 | 13F | Legacy Capital Wealth Partners, LLC | 12 614 | 0,00 | 424 | 0,95 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 29 029 | 1,31 | 975 | 2,31 | ||||
| 2025-07-18 | 13F | Parsons Capital Management Inc/ri | 34 046 | 5,29 | 1 143 | 6,42 | ||||
| 2025-07-22 | 13F | Aquire Wealth Advisors, LLC | 202 708 | 15,27 | 6 807 | 16,44 | ||||
| 2025-07-31 | 13F | Nilsine Partners, LLC | 174 446 | 6,53 | 5 858 | 7,61 | ||||
| 2025-07-17 | 13F | Alpine Bank Wealth Management | 87 | 3 | ||||||
| 2025-07-21 | 13F | Crews Bank & Trust | 559 589 | 2,19 | 18 791 | 3,24 | ||||
| 2025-05-16 | 13F | Coordinated Financial Services, Inc./CO | 30 396 | 80,46 | 1 010 | 84,31 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 852 | −35,31 | 29 | −34,88 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 7 841 | −4,55 | 263 | −3,66 | ||||
| 2025-08-07 | 13F | Alpha Cubed Investments, LLC | 7 069 | −1,27 | 237 | 0,00 | ||||
| 2025-07-03 | 13F | TrueWealth Advisors, LLC | 56 888 | −15,86 | 1 910 | −15,00 | ||||
| 2025-07-23 | 13F | Foresight Capital Management Advisors, Inc. | 7 021 | 236 | ||||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 966 | −4,83 | 32 | −3,03 | ||||
| 2025-07-23 | 13F | Proffitt & Goodson Inc | 66 963 | −1,80 | 2 249 | −0,79 | ||||
| 2025-07-17 | 13F | Albion Financial Group /ut | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Puff Wealth Management, Llc | 8 470 | −88,34 | 284 | −88,24 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 607 038 | −30,05 | 20 384 | −29,33 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 192 | 0,00 | 6 | 0,00 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 57 722 | 4,26 | 1 938 | 5,33 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 1 063 | 0,00 | 35 | −2,86 | ||||
| 2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 5 512 775 | 9,42 | 185 119 | 10,54 | ||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 894 368 | 30 033 | ||||||
| 2025-03-11 | 13F | Anchor Pointe Wealth Management, LLC | 15 899 | 521 | ||||||
| 2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 21 297 | −49,89 | 1 | −100,00 | ||||
| 2025-08-04 | 13F | Center for Financial Planning, Inc. | 259 | 0,00 | 9 | 0,00 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 123 567 | 3,42 | 4 149 | 4,48 | ||||
| 2025-07-14 | 13F | Abound Wealth Management | 167 | 6 | ||||||
| 2025-07-22 | 13F | Penobscot Investment Management Company, Inc. | 6 120 | −3,16 | 206 | −2,38 | ||||
| 2025-08-14 | 13F | Capitolis Liquid Global Markets LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Stifel Financial Corp | 228 520 | 5,33 | 7 674 | 6,41 | ||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 925 | 0,00 | 31 | 3,33 | ||||
| 2025-07-21 | 13F | River Street Advisors LLC | 61 712 | 1,50 | 2 072 | 2,57 | ||||
| 2025-08-01 | 13F | Austin Private Wealth, LLC | 53 704 | 48,07 | 1 803 | 49,63 | ||||
| 2025-08-01 | 13F | Banco Santander, S.A. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Bank Of Nova Scotia | 297 310 | 9 983 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 33 067 | −38,14 | 1 110 | −37,50 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 452 773 | 2,69 | 15 050 | 5,55 | ||||
| 2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 1 086 586 | 2,47 | 36 488 | 3,53 | ||||
| 2025-07-31 | 13F | Cornerstone Management, Inc. | 30 861 | −0,09 | 1 036 | 0,97 | ||||
| 2025-07-17 | 13F | Alliance Wealth Advisors, LLC | 12 543 | −0,79 | 421 | 0,24 | ||||
| 2025-08-12 | 13F | Edmond De Rothschild Holding S.a. | 1 346 | 0,00 | 45 | 2,27 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 8 561 | −8,93 | 287 | −8,01 | ||||
| 2025-08-14 | 13F | Vista Investment Management | 227 640 | 1,87 | 7 644 | 2,92 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 6 | 0,00 | 0 | |||||
| 2025-07-18 | 13F | Cantor Fitzgerald Investment Adviser L.p. | 773 187 | 0,51 | 25 964 | 1,53 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 119 014 | −4,85 | 3 996 | −3,87 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 164 461 | −90,27 | 5 523 | −90,17 | ||||
| 2025-07-09 | 13F | Breakwater Investment Management | 245 | 0,00 | 8 | 0,00 | ||||
| 2025-04-04 | 13F | Quent Capital, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 40 759 | −3,72 | 1 369 | −2,77 | ||||
| 2025-08-05 | 13F | Centennial Bank/AR/ | 69 903 | 17,05 | 2 347 | 18,24 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 50 142 | −2,06 | 1 684 | −1,06 | ||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 1 206 | 40 | ||||||
| 2025-07-11 | 13F | Westfuller Advisors, LLC | 29 685 | 1,80 | 997 | 2,79 | ||||
| 2025-08-01 | 13F | Zhang Financial LLC | 39 829 | 0,11 | 1 337 | 1,13 | ||||
| 2025-08-06 | 13F | Aspetuck Financial Management LLC | 81 517 | 10,35 | 2 737 | 11,49 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 355 216 | −33,33 | 11 928 | −32,65 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 178 789 | 6 | ||||||
| 2025-08-08 | 13F | Hibernia Wealth Partners, LLC | 132 542 | 100,36 | 4 451 | 102,50 | ||||
| 2025-07-22 | 13F | Siligmueller & Norvid Wealth Advisors LLC | 99 625 | 150,60 | 3 320 | 151,25 | ||||
| 2025-06-02 | 13F/A | Modern Wealth Management, LLC | 10 880 | −20,53 | 362 | −19,42 | ||||
| 2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 1 747 100 | 35,12 | 58 668 | 36,50 | ||||
| 2025-08-08 | 13F | Bailard, Inc. | 57 531 | −33,60 | 1 932 | −32,93 | ||||
| 2025-08-14 | 13F | Transamerica Financial Advisors, Inc. | 25 571 | 56,16 | 859 | |||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 526 | −19,08 | 18 | −19,05 | ||||
| 2025-08-07 | 13F | Howard Bailey Securities, Llc | 20 222 | −3,93 | 679 | −2,86 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 6 026 | 0,97 | 202 | 2,02 | ||||
| 2025-04-15 | 13F | Kelly Financial Services LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Columbia River Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Concord Wealth Partners | 824 404 | 7,73 | 27 683 | 8,83 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 2 710 | 45,07 | 91 | 45,16 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 132 543 | 0,03 | 4 451 | 1,04 | ||||
| 2025-07-31 | 13F | GenTrust, LLC | 49 447 | −20,99 | 1 660 | −20,19 | ||||
| 2025-07-24 | 13F | PDS Planning, Inc | 9 949 | 0,28 | 334 | 1,52 | ||||
| 2025-08-12 | 13F | Wayfinding Financial, LLC | 269 326 | −4,07 | 9 | 0,00 | ||||
| 2025-08-14 | 13F | Engineers Gate Manager LP | 50 996 | 11,91 | 1 712 | 13,08 | ||||
| 2025-08-08 | 13F | Collaborative Wealth Managment Inc. | 33 214 | 6,04 | 1 115 | 7,11 | ||||
| 2025-05-13 | 13F | Vestmark Advisory Solutions, Inc. | 0 | −100,00 | 0 | |||||
| 2025-05-02 | 13F | United Community Bank | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Landmark Wealth Management, Inc. | 42 263 | 11,13 | 1 419 | 12,26 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 25 091 | 3,74 | 843 | 4,86 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 454 718 | 7,52 | 15 269 | 8,62 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 400 | 0,00 | 13 | 0,00 | ||||
| 2025-07-09 | 13F | Christopher J. Hasenberg, Inc | 183 | 0,00 | 6 | 0,00 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 54 342 | 1,70 | 1 825 | 2,70 | ||||
| 2025-08-14 | 13F | German American Bancorp, Inc. | 12 634 | −10,19 | 424 | −9,21 | ||||
| 2025-07-29 | 13F | Portland Financial Advisors Inc | 10 230 | 19,58 | 344 | 20,77 | ||||
| 2025-07-25 | 13F | Concord Asset Management, LLC/VA | 824 404 | 7,59 | 27 683 | 9,81 | ||||
| 2025-08-14 | 13F | Wick Capital Partners, LLC | 16 444 | 85,24 | 298 | 1,02 | ||||
| 2025-07-17 | 13F | Wolff Wiese Magana Llc | 202 | 0,00 | 7 | 0,00 | ||||
| 2025-07-23 | 13F | Meitav Dash Investments Ltd | 9 134 | 28,58 | 307 | 29,66 | ||||
| 2025-07-24 | NP | AIHAX - Horizon Active Income Fund Advisor Class | 1 578 | 0,00 | 52 | 0,00 | ||||
| 2025-07-23 | 13F | RMG Wealth Management LLC | 706 171 | 23 597 | ||||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 15 | 36,36 | 1 | |||||
| 2025-07-10 | 13F | Capital Advisory Group Advisory Services, LLC | 20 500 | 197,10 | 688 | 200,44 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 80 410 | 0,73 | 2 700 | 1,77 | ||||
| 2025-07-21 | 13F | Mirae Asset Global Investments Co., Ltd. | 212 000 | 10,99 | 7 119 | 12,17 | ||||
| 2025-07-09 | 13F | VisionPoint Advisory Group, LLC | 10 761 | 361 | ||||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 12 197 | 84,02 | 410 | 85,91 | ||||
| 2025-08-14 | 13F | Potomac Fund Management Inc /adv | 6 513 | −5,76 | 217 | −4,85 | ||||
| 2025-07-31 | 13F | Guardian Asset Advisors, LLC | 216 594 | 1,41 | 7 273 | 2,45 | ||||
| 2025-07-28 | 13F | Davidson Trust Co | 27 328 | 35,28 | 918 | 36,66 | ||||
| 2025-04-25 | 13F | New Millennium Group LLC | 0 | −100,00 | 0 | |||||
| 2025-08-26 | NP | FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Dorsey Wright Tactical Core Portfolio Class I This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 50 142 | −2,06 | 1 684 | −1,06 | ||||
| 2025-08-06 | 13F | Valtinson Bruner Financial Planning LLC | 7 574 | 254 | ||||||
| 2025-07-14 | 13F | Strategic Planning Group, Llc | 173 781 | 2,98 | 5 836 | 4,03 | ||||
| 2025-07-15 | 13F | Accurate Wealth Management, LLC | 87 336 | 10,48 | 2 916 | 13,11 | ||||
| 2025-08-06 | 13F | Climber Capital SA | 122 735 | 4,08 | 4 099 | 20,35 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-16 | 13F | Highline Wealth Partners Llc | 1 | 0,00 | 0 | |||||
| 2025-07-21 | 13F | Hudson Valley Investment Advisors Inc /adv | 1 231 779 | −1,79 | 41 363 | −0,78 | ||||
| 2025-07-30 | 13F | Nottingham Advisors, Inc. | 786 961 | 18,38 | 26 426 | 19,59 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 4 421 | 0,29 | 148 | 1,37 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 264 930 | 20,28 | 8 896 | 21,51 | ||||
| 2025-08-08 | 13F | Creative Planning | 6 915 048 | −0,74 | 232 207 | 0,28 | ||||
| 2025-07-22 | 13F | Verus Wealth Management, Llc | 41 938 | 2,33 | 1 408 | 3,38 | ||||
| 2025-08-11 | 13F | Amara Financial, Llc. | 12 128 | 0,73 | 407 | 1,75 | ||||
| 2025-07-25 | 13F | Community Bank, N.A. | 37 756 | 38,75 | 1 267 | 40,15 | ||||
| 2025-07-11 | 13F | Trust Co Of Virginia /va | 1 322 605 | 4,06 | 44 413 | 5,12 | ||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 50 | 0,00 | 2 | 0,00 | ||||
| 2025-07-14 | 13F | Acropolis Investment Management, LLC | 9 500 | 5,32 | 319 | 6,69 | ||||
| 2025-07-15 | 13F | Hofer & Associates. Inc | 102 101 | −2,95 | 3 429 | −1,97 | ||||
| 2025-07-16 | 13F | Freestate Advisors LLC | 69 206 | 8,88 | 2 324 | 9,99 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 298 900 | −68,47 | 10 037 | −68,15 | ||||
| 2025-08-25 | NP | BETFX - Morningstar Balanced ETF Asset Allocation Portfolio Class I | 145 535 | −0,61 | 4 887 | 0,41 | ||||
| 2025-08-11 | 13F | Empowered Funds, LLC | 184 664 | 6 178 | ||||||
| 2025-08-25 | NP | IETFX - Morningstar Income and Growth ETF Asset Allocation Portfolio Class II | 75 500 | 0,51 | 2 535 | 1,56 | ||||
| 2025-05-08 | 13F | SlateStone Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 819 060 | 88,48 | 27 504 | 90,87 | ||||
| 2025-07-15 | 13F | Kagan Cocozza Asset Management | 244 693 | 1,26 | 8 217 | 2,29 | ||||
| 2025-07-15 | 13F | Sheets Smith Wealth Management | 246 184 | 1,89 | 8 267 | 2,93 | ||||
| 2025-07-25 | 13F | Stonehage Fleming Financial Services Holdings Ltd | 43 073 | 0,00 | 1 446 | 1,05 | ||||
| 2025-08-05 | 13F | Compton Financial Group, LLC | 894 368 | 35,33 | 30 033 | 36,72 | ||||
| 2025-08-15 | 13F | Truefg, Llc | 465 814 | −0,07 | 15 642 | 0,96 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 0 | −100,00 | 0 | |||||
| 2025-04-10 | 13F | Iams Wealth Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Rockwood Wealth Management, LLC | 831 272 | 3,77 | 27 914 | 4,83 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 8 666 | −97,30 | 291 | −97,27 | ||||
| 2025-08-04 | 13F | Impact Partnership Wealth, LLC | 159 201 | 7,87 | 5 346 | 8,97 | ||||
| 2025-07-11 | 13F | Cypress Financial Planning Llc | 9 893 | −4,41 | 332 | −3,21 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 16 545 | 2,92 | 556 | 3,93 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 3 459 | 336,19 | 116 | 346,15 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 95 798 | 6,72 | 3 217 | 7,81 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 4 741 246 | −7,02 | 159 211 | −6,07 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 7 371 | −11,25 | 245 | −10,26 | ||||
| 2025-05-13 | 13F | CacheTech Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Shilanski & Associates, Inc. | 290 618 | 1,97 | 9 759 | 3,01 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 9 808 235 | −0,92 | 329 357 | 0,10 | ||||
| 2025-07-22 | 13F | Wealthcare Capital Partners, LLC | 7 884 | 265 | ||||||
| 2025-08-04 | 13F | McMill Wealth Management | 1 687 157 | 4,99 | 56 667 | 6,09 | ||||
| 2025-08-12 | 13F | Allianz Investment Management U.S. LLC | 174 122 | 0,00 | 5 847 | 2,08 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 84 | 3 | ||||||
| 2025-08-13 | 13F | Rinkey Investments | 53 693 | −25,16 | 1 803 | −24,37 | ||||
| 2025-07-15 | 13F | Gunma Bank,Ltd. | 250 000 | 0,00 | 8 | 0,00 | ||||
| 2025-08-11 | 13F | Pineridge Advisors LLC | 683 | 1,19 | 23 | 0,00 | ||||
| 2025-08-05 | 13F | EPG Wealth Management LLC | 112 | −11,11 | 4 | −25,00 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 1 274 950 | −21,02 | 42 813 | −20,22 | ||||
| 2025-08-12 | 13F | Charles Schwab Investment Management Inc | 29 180 418 | −29,99 | 979 878 | −29,27 | ||||
| 2025-05-08 | 13F | Bank of Jackson Hole Trust | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Point72 Asset Management, L.P. | 4 053 000 | 0,00 | 136 100 | 1,02 | ||||
| 2025-08-07 | 13F | FDx Advisors, Inc. | 184 892 | 0,13 | 6 | 0,00 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 8 062 | −0,92 | 271 | 0,00 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 156 370 | 3,21 | 5 251 | 4,25 | ||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 32 551 | −15,05 | 1 093 | −14,14 | ||||
| 2025-08-14 | 13F | Abound Financial, Llc | 107 975 | 5,67 | 3 626 | 6,74 | ||||
| 2025-07-18 | 13F/A | MJT & Associates Financial Advisory Group, Inc. | 8 | −11,11 | 0 | |||||
| 2025-07-25 | 13F | Lion Street Advisors, LLC | 6 268 | 0,03 | 210 | 0,96 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 592 | 0 | ||||||
| 2025-07-23 | 13F | Center For Asset Management LLC | 69 299 | 32,60 | 2 272 | 30,80 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 51 318 | 37,60 | 1 713 | 38,18 | ||||
| 2025-07-30 | 13F | First Citizens Bank & Trust Co | 31 022 | 1 042 | ||||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 2 134 | 0,33 | 72 | 2,90 | ||||
| 2025-08-28 | NP | FISR - SPDR SSGA Fixed Income Sector Rotation ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 5 440 | 1 136,36 | 183 | 1 200,00 | ||||
| 2025-08-15 | 13F | Brooks, Moore & Associates, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 75 147 | 27,22 | 2 523 | 28,53 | ||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 23 | −43,90 | 1 | −100,00 | ||||
| 2025-07-23 | 13F | Citizens National Bank Trust Department | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 1 192 | 0,00 | 40 | 2,56 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 147 169 | 63,76 | 4 948 | 65,34 | ||||
| 2025-08-14 | 13F | First International Bank of Israel Ltd. | 51 934 | 1 744 | ||||||
| 2025-07-30 | NP | AGGA - Astoria Dynamic Core US Fixed Income ETF | 167 774 | 5 580 | ||||||
| 2025-07-30 | 13F | Insight Advisors, LLC/ PA | 49 014 | −5,48 | 1 646 | −4,53 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 16 273 | −45,67 | 546 | −45,13 | ||||
| 2025-08-14 | 13F | Headlands Technologies LLC | 18 367 | 246,35 | 617 | 250,00 | ||||
| 2025-08-14 | 13F | Talon Private Wealth, LLC | 2 164 | 73 | ||||||
| 2025-05-12 | 13F | Maia Wealth LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Novus Advisors, Llc | 10 325 | 1,05 | 347 | 2,06 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 319 145 | 56,81 | 11 | 66,67 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 7 881 | 1,99 | 265 | 3,13 | ||||
| 2025-08-05 | 13F | Integrity Financial Corp /WA | 95 | 0,00 | 3 | 0,00 | ||||
| 2025-08-12 | 13F | Forum Private Client Group LLC | 163 785 | 25,05 | 5 500 | 26,33 | ||||
| 2025-04-22 | 13F | Cabot Wealth Management Inc | 0 | −100,00 | 0 | |||||
| 2025-08-06 | NP | LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Global Tactical Allocation Managed Volatility Fund Standard Class | 257 645 | −4,12 | 8 652 | −3,15 | ||||
| 2025-08-14 | 13F | First Manhattan Co | 12 110 | 407 | ||||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 831 | 28 | ||||||
| 2025-05-01 | 13F | High Note Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Wealth Management Nebraska | 4 398 143 | 0,89 | 147 382 | 1,71 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 51 121 | −10,67 | 1 717 | −9,78 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 372 | 12 | ||||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 5 | −99,45 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 12 477 | −18,12 | 419 | −17,39 | ||||
| 2025-07-17 | 13F | Eclectic Associates Inc /adv | 8 296 | −4,71 | 279 | −3,81 | ||||
| 2025-07-29 | 13F | Curbstone Financial Management Corp | 12 300 | 2,07 | 413 | 3,25 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 337 517 | 6,01 | 11 334 | 7,10 | ||||
| 2025-07-09 | 13F | High Probability Advisors, LLC | 677 943 | 3,19 | 22 765 | 4,24 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 7 763 | 2,86 | 261 | 4,00 | ||||
| 2025-08-14 | 13F | Bragg Financial Advisors, Inc | 19 487 | −15,17 | 654 | −14,29 | ||||
| 2025-08-12 | 13F | Argent Trust Co | 6 800 | 0,00 | 228 | 0,88 | ||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Private Wealth Group, LLC | 14 022 | 0,09 | 471 | 1,08 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 316 171 | 12,75 | 10 617 | 13,90 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 49 147 | 66,88 | 1 650 | 68,71 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Segall Bryant & Hamill, Llc | 59 323 | 1,21 | 1 992 | 2,26 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Legacy CG, LLC | 171 156 | 14,57 | 5 747 | 15,75 | ||||
| 2025-08-11 | 13F | Tidemark, LLC | 2 244 | −3,15 | 75 | −2,60 | ||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 30 183 | −16,44 | 1 014 | −15,58 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 50 541 | −46,27 | 1 697 | −45,71 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 2 980 448 | 0,60 | 100 083 | 1,63 | ||||
| 2025-07-31 | 13F | Sharper & Granite LLC | 30 664 | −14,06 | 1 026 | −13,42 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 139 863 | 8,56 | 4 697 | 9,67 | ||||
| 2025-04-18 | 13F | Rakuten Securities, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Appleton Partners Inc/ma | 281 200 | 2,19 | 9 | 0,00 | ||||
| 2025-07-16 | 13F | Moisand Fitzgerald Tamayo, LLC | 0 | 0 | ||||||
| 2025-07-21 | 13F | Old Second National Bank Of Aurora | 5 516 | 2,24 | 185 | 3,35 | ||||
| 2025-05-15 | 13F | Marshall Wace, Llp | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-07 | 13F | Nwam Llc | 34 348 | 5,79 | 1 151 | 6,58 | ||||
| 2025-07-22 | 13F | Visionary Horizons, LLC | 117 903 | 36,62 | 3 959 | 38,04 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 20 139 | 1,17 | 676 | 2,27 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 180 247 | 14,47 | 6 053 | 15,63 | ||||
| 2025-07-30 | 13F | Whittier Trust Co | 34 757 | −2,83 | 1 167 | −1,85 | ||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 93 939 | 10,76 | 3 154 | 11,88 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 70 | 0,00 | 2 | 0,00 | ||||
| 2025-08-13 | 13F | Trustmark National Bank Trust Department | 5 975 | 201 | ||||||
| 2025-08-04 | 13F | Spire Wealth Management | 12 117 | −0,28 | 407 | 0,74 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 199 295 | 3,80 | 6 692 | 4,86 | ||||
| 2025-07-18 | 13F | Client 1st Advisory Group, Llc | 5 981 | −8,44 | 201 | −7,83 | ||||
| 2025-07-24 | 13F | Bernard Wealth Management Corp. | 0 | −100,00 | 0 | |||||
| 2025-08-25 | NP | CETFX - Morningstar Conservative ETF Asset Allocation Portfolio Class I | 55 705 | −0,54 | 1 871 | 0,48 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 356 213 | 66,15 | 11 876 | 68,12 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 489 280 | 15,39 | 16 430 | 18,28 | ||||
| 2025-07-16 | 13F | Kathmere Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | AllGen Financial Advisors, Inc. | 164 205 | 5 514 | ||||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 10 768 | 0,00 | 362 | 1,12 | ||||
| 2025-07-08 | 13F | Legacy Private Trust Co. | 19 968 | 0,00 | 671 | 1,06 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 1 086 522 | −3,67 | 36 485 | −2,69 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 71 837 | 194 054,05 | 2 412 | 241 100,00 | ||||
| 2025-08-15 | 13F | Cornerstone Financial Group, LLC /NE/ | 104 771 | 3,84 | 3 518 | 5,80 | ||||
| 2025-05-30 | NP | New Age Alpha Funds Trust - NAA Allocation Fund Class C | 273 300 | 9 084 | ||||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 28 956 | 14,04 | 972 | 15,17 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 1 057 990 | −7,94 | 35 347 | −7,47 | ||||
| 2025-07-11 | 13F | Walker Financial Services, Inc. | 160 620 | 7,36 | 5 394 | 8,45 | ||||
| 2025-08-14 | 13F | Obsidian Personal Planning Solutions LLC | 659 808 | 2,55 | 22 156 | 3,41 | ||||
| 2025-08-07 | 13F | PFG Advisors | 104 710 | 21,56 | 3 516 | 22,81 | ||||
| 2025-07-24 | 13F | Brucke Financial, Inc. | 16 578 | 4,49 | 557 | 5,30 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 7 132 | −15,98 | 239 | −15,25 | ||||
| 2025-07-25 | 13F | Keener Financial Planning LLC | 3 367 | 0,00 | 0 | |||||
| 2025-07-18 | 13F | Lockerman Financial Group, Inc. | 7 132 | 239 | ||||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 209 119 | 3,01 | 7 022 | 4,08 | ||||
| 2025-05-07 | 13F | Bellwether Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | MGO Private Wealth, LLC | 22 793 | −37,70 | 765 | −37,09 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 148 999 | −1,19 | 5 003 | −0,18 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 726 133 | −2,23 | 24 384 | −1,23 | ||||
| 2025-07-18 | 13F | RKL Wealth Management LLC | 34 594 | −13,31 | 1 162 | −12,44 | ||||
| 2025-08-22 | 13F | Carter Financial Group, INC. | 11 668 | 392 | ||||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 9 507 | 319 | ||||||
| 2025-05-13 | 13F | Adams Wealth Management | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Assetmark, Inc | 5 025 502 | 2,20 | 168 756 | 3,24 | ||||
| 2025-08-26 | NP | GLBIX - Leuthold Global Fund Institutional Class | 7 455 | 0,00 | 250 | 1,21 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Continental Investors Services, Inc. | 10 931 | 40,09 | 385 | 49,42 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 42 074 | 18,40 | 1 413 | 19,56 | ||||
| 2025-07-14 | 13F | McGlone Suttner Wealth Management, Inc. | 8 300 | −51,96 | 279 | −51,57 | ||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 17 224 | −9,58 | 578 | −8,54 | ||||
| 2025-08-05 | 13F | Marion Wealth Management | 22 073 | −5,25 | 741 | −4,26 | ||||
| 2025-07-31 | 13F | BIP Wealth, LLC | 27 350 | −5,64 | 918 | −4,67 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 9 282 | −4,56 | 312 | −3,72 | ||||
| 2025-08-08 | 13F/A | Ignite Planners, LLC | 251 143 | 5,62 | 8 388 | 6,58 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 21 484 | 0,00 | 721 | 0,98 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 173 | 0,00 | 6 | 0,00 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 52 | 0,00 | 2 | 0,00 | ||||
| 2025-08-14 | 13F | Comerica Bank | 70 083 | 13,26 | 2 353 | 14,45 | ||||
| 2025-08-14 | 13F | Bnp Paribas | 19 223 | −2,43 | 646 | −1,38 | ||||
| 2025-05-13 | 13F | Franklin Resources Inc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | TT Capital Management LLC | 15 443 | 512 | ||||||
| 2025-07-30 | 13F | LGT Financial Advisors LLC | 2 878 | 0,00 | 97 | 1,05 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 833 057 | 8,39 | 27 974 | 9,50 | ||||
| 2025-08-13 | 13F | Virtue Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | MGB Wealth Management, LLC | 28 625 | 6,85 | 960 | 7,75 | ||||
| 2025-07-17 | 13F | Elser Financial Planning, Inc | 8 347 | 278 | ||||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 6 649 | 0,24 | 223 | 1,36 | ||||
| 2025-07-15 | 13F | Norden Group Llc | 8 678 | 8,18 | 291 | 9,40 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 115 617 | −5,84 | 3 882 | −4,88 | ||||
| 2025-08-05 | 13F | Transatlantique Private Wealth Llc | 129 143 | 2,96 | 4 337 | 4,01 | ||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 6 728 | −2,98 | 226 | −2,17 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 154 904 | 3,27 | 5 202 | 4,33 | ||||
| 2025-07-15 | 13F | Foster Victor Wealth Advisors, LLC | 153 868 | −1,27 | 5 138 | 1,06 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 19 116 | 3,21 | 642 | 4,23 | ||||
| 2025-08-08 | 13F | Flaharty Asset Management, LLC | 214 | −76,14 | 7 | −75,86 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 4 233 058 | 3,55 | 142 146 | 4,61 | ||||
| 2025-07-23 | 13F | REAP Financial Group, LLC | 139 | 0,00 | 5 | 0,00 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 13 793 | 13,52 | 463 | 14,89 | ||||
| 2025-08-12 | 13F | Marshall & Sterling Wealth Advisors Inc. | 1 136 | −8,76 | 38 | −7,32 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 566 | 6,59 | 19 | 11,76 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 19 215 | −12,53 | 645 | −11,64 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 22 012 | 72,04 | 739 | 73,88 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 5 580 940 | 1,75 | 187 408 | 2,79 | ||||
| 2025-08-05 | 13F | Fourth Dimension Wealth, LLC | 90 350 | 11,79 | 3 034 | 12,92 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 32 960 | 3,09 | 1 107 | 4,14 | ||||
| 2025-08-07 | 13F | King Luther Capital Management Corp | 1 199 | 1,01 | ||||||
| 2025-08-15 | 13F | Strategic Investment Advisors / MI | 102 981 | 10,83 | 3 455 | 11,88 | ||||
| 2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 16 398 | 6,50 | 551 | 7,63 | ||||
| 2025-04-28 | 13F | Mainstream Capital Management LLC | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 0 | −100,00 | 0 | |||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 6 | −84,62 | 0 | −100,00 | ||||
| 2025-08-11 | 13F | New Age Alpha Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Clark Capital Management Group, Inc. | 469 957 | −20,50 | 15 781 | −19,68 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 84 516 | −3,12 | 2 838 | −2,10 | ||||
| 2025-07-24 | 13F | True Link Financial Advisors, LLC | 60 527 | −98,21 | 2 032 | −98,20 | ||||
| 2025-08-06 | 13F | Forbes Financial Planning, Inc. | 214 712 | −2,48 | 7 210 | −1,48 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 44 257 | 23,46 | 1 486 | 24,77 | ||||
| 2025-08-13 | 13F | Edgestream Partners, L.P. | 91 825 | 97,34 | 3 083 | 99,42 | ||||
| 2025-05-22 | 13F | Mattson Financial Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 97 611 | 8,28 | 3 | 50,00 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 19 517 | −10,99 | 655 | −10,03 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 1 431 982 | −2,60 | 48 | 0,00 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 0 | −100,00 | 0 | |||||
| 2025-08-25 | 13F/A | Promus Capital, LLC | 739 | 0,00 | 25 | 0,00 | ||||
| 2025-07-17 | 13F | SWS Partners | 16 543 | −0,81 | 556 | 0,18 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 165 398 | −0,19 | 5 554 | 0,84 | ||||
| 2025-07-07 | 13F | RDA Financial Network | 32 766 | −13,70 | 1 100 | −12,84 | ||||
| 2025-04-15 | 13F | Collier Financial | 238 978 | 1 624,85 | 7 944 | 1 653,42 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 91 612 | 15,06 | 3 076 | 16,25 | ||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 345 | 0,00 | 12 | 0,00 | ||||
| 2025-08-13 | 13F | Texas Capital Bank Wealth Management Services Inc | 66 777 | 1,25 | 2 242 | 2,28 | ||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 2 149 | −14,42 | 72 | −13,25 | ||||
| 2025-08-04 | 13F | Muzinich & Co., Inc. | 9 234 | 310 | ||||||
| 2025-05-12 | 13F | Founders Financial Securities Llc | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Atria Investments Llc | 68 315 | −4,70 | 2 294 | −3,69 | ||||
| 2025-08-07 | 13F | Alliance Wealth Management Group | 127 121 | 4,43 | 4 269 | 5,49 | ||||
| 2025-07-17 | 13F | Raleigh Capital Management Inc. | 27 042 | 0,30 | 908 | 1,34 | ||||
| 2025-07-15 | 13F | Financial Partners Group, Inc | 9 946 | 0,56 | 334 | 1,52 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 50 278 | 10,69 | 1 688 | 13,44 | ||||
| 2025-08-11 | 13F | Banque Cantonale Vaudoise | 5 816 | 0,00 | 0 | |||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 667 254 | −2,87 | 22 406 | −1,87 | ||||
| 2025-08-12 | 13F | WealthTrak Capital Management LLC | 8 848 | 2,51 | 297 | 3,85 | ||||
| 2025-04-23 | 13F | Walkner Condon Financial Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | ERTS Wealth Advisors, LLC | 809 255 | −40,18 | 27 175 | −39,57 | ||||
| 2025-04-22 | 13F | Advisor Resource Council | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 29 884 | −15,39 | 1 004 | −14,57 | ||||
| 2025-08-11 | 13F | GKV Capital Management Co., Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-31 | 13F | Auour Investments LLC | 242 178 | 1,98 | 8 132 | 2,85 | ||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 77 794 | 0,17 | 2 612 | 1,20 | ||||
| 2025-07-11 | 13F | International Private Wealth Advisors LLC | 17 216 | 94,14 | 578 | 96,60 | ||||
| 2025-08-04 | 13F | 4wealth Advisors, Inc. | 12 286 | −5,83 | 413 | −4,85 | ||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | State of New Jersey Common Pension Fund D | 1 655 766 | 0,00 | 55 601 | 1,02 | ||||
| 2025-07-21 | 13F | AIFG Consultants Ltd. | 45 247 | −2,83 | 1 519 | −1,81 | ||||
| 2025-07-22 | 13F | Bank Hapoalim Bm | 9 | 12,50 | ||||||
| 2025-08-12 | 13F | XTX Topco Ltd | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Saiph Capital, LLC | 168 630 | 52,47 | 5 663 | 54,03 | ||||
| 2025-08-15 | 13F | Fsb Premier Wealth Management, Inc. | 15 661 | −40,31 | 526 | −39,79 | ||||
| 2025-07-22 | 13F | Capital Advisors Inc/ok | 1 765 224 | −0,79 | 59 276 | 0,23 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 2 295 | 77 | ||||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 14 167 | −5,50 | 476 | −4,62 | ||||
| 2025-08-08 | 13F | Wrapmanager Inc | 702 994 | 8,87 | 23 607 | 9,98 | ||||
| 2025-08-07 | 13F | BHK Investment Advisors, LLC | 9 000 | 0,00 | 302 | 1,00 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 26 498 | −7,38 | 890 | −6,42 | ||||
| 2025-08-11 | 13F | Lcnb Corp | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 304 943 | 0,21 | 10 136 | 1,68 | ||||
| 2025-05-27 | NP | Brighthouse Funds Trust I - SSGA Growth ETF Portfolio Class A | 217 214 | −67,93 | 7 220 | −67,46 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | New England Asset Management Inc | 150 | 0,00 | 5 | 25,00 | ||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 680 | 0,00 | 23 | 0,00 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 1 509 098 | 132,32 | 50 676 | 134,70 | ||||
| 2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Forza Wealth Management, LLC | 18 510 | 0,00 | 622 | 0,98 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 1 391 | 0,00 | 47 | 0,00 | ||||
| 2025-08-13 | 13F | M&t Bank Corp | 147 818 | −8,99 | 4 964 | −8,06 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 2 182 139 | 605,17 | 73 276 | 612,39 | ||||
| 2025-05-08 | 13F | Jefferies Financial Group Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Pacific Financial Group Inc | 60 742 | −14,05 | 2 040 | −13,20 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 181 930 | −0,81 | 6 109 | 0,63 | ||||
| 2025-07-30 | 13F | Phoenix Holdings Ltd. | 297 081 | 0,67 | 9 973 | 1,71 | ||||
| 2025-07-15 | 13F | Burns Matteson Capital Management, LLC | 161 354 | 83,53 | 5 418 | 85,42 | ||||
| 2025-07-14 | 13F | Occidental Asset Management, LLC | 724 848 | 1,53 | 24 340 | 2,57 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 301 010 | −1,29 | 10 108 | −0,29 | ||||
| 2025-08-11 | 13F | TRUE Private Wealth Advisors | 43 722 | 18,89 | 1 468 | 20,13 | ||||
| 2025-08-11 | 13F | Inspire Advisors, LLC | 95 074 | 25,25 | 3 193 | 26,52 | ||||
| 2025-07-28 | 13F | Acorn Financial Advisory Services Inc /adv | 17 561 | 6,20 | 590 | 7,29 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 207 863 | −1,68 | 6 980 | −0,67 | ||||
| 2025-07-31 | 13F | Moment Partners, LLC | 272 121 | −0,09 | 9 138 | 0,93 | ||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 32 973 | −5,73 | 1 107 | −4,73 | ||||
| 2025-07-25 | 13F | Astoria Portfolio Advisors LLC. | 56 091 | −87,56 | 1 875 | −87,36 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 69 790 | 8,73 | 2 344 | 9,85 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 276 299 | 10,06 | 9 278 | 11,19 | ||||
| 2025-04-10 | 13F | Retirement Planning Group | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Flagstone Financial Management | 11 531 | 0,00 | 387 | 1,04 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 110 942 | −12,01 | 3 725 | −11,12 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 146 478 | −9,80 | 4 919 | −8,87 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 63 438 | −43,46 | 2 124 | −43,07 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 30 287 | −81,06 | 1 017 | −80,86 | ||||
| 2025-07-09 | 13F | Burt Wealth Advisors | 834 673 | 1,16 | 28 028 | 2,19 | ||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 17 686 | 0,00 | 594 | 1,02 | ||||
| 2025-08-11 | 13F | Y.D. More Investments Ltd | 4 950 | −5,01 | 166 | −4,05 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 2 210 761 | 34,36 | 74 128 | 35,54 | ||||
| 2025-08-14 | 13F/A | Barclays Plc | 2 736 | 0,00 | 0 | |||||
| 2025-04-23 | 13F | Financial Life Planners | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 1 151 515 | 108,70 | 38 668 | 110,85 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 5 407 199 | 88,44 | 181 617 | 90,36 | ||||
| 2025-07-29 | 13F | Latitude Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | BLB&B Advisors, LLC | 42 341 | −13,04 | 1 422 | −12,18 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 415 276 | 5,34 | 13 945 | 6,41 | ||||
| 2025-07-30 | 13F | Family Capital Trust Co | 373 | 0,00 | 13 | 0,00 | ||||
| 2025-08-13 | 13F | Manning & Napier Advisors Llc | 163 528 | −1,50 | 5 491 | −0,49 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 0 | −100,00 | 0 | |||||
| 2025-08-26 | NP | LCORX - Leuthold Core Investment Fund Retail Class | 381 074 | 19,16 | 12 796 | 20,39 | ||||
| 2025-08-18 | 13F | Goodman Advisory Group, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-09 | 13F | Breakwater Capital Group | 59 363 | 1,37 | 1 993 | 2,42 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 15 370 | 4,91 | 516 | 6,17 | ||||
| 2025-07-23 | 13F | Country Club Bank /gfn | 8 061 | 1,21 | 270 | 2,27 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 59 501 | 0,57 | 1 998 | 1,63 | ||||
| 2025-08-27 | 13F | Barnes Wealth Management Group, Inc | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | ArborFi Advisors, LLC | 5 978 | 201 | ||||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 56 | 2 | ||||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 346 | 12 | ||||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 1 018 | 34 | ||||||
| 2025-07-23 | 13F | Roundview Capital LLC | 241 249 | 1,45 | 8 101 | 2,49 | ||||
| 2025-04-22 | 13F | Castleview Partners, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Dodds Wealth, LLC | 1 479 922 | 4,06 | 49 696 | 5,13 | ||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 48 114 | 133,34 | 1 616 | 135,77 | ||||
| 2025-08-04 | 13F | Fortune 45 LLC | 242 109 | 5,42 | 8 130 | 6,51 | ||||
| 2025-08-07 | 13F | Winch Advisory Services, LLC | 62 412 | −4,77 | 2 096 | −3,81 | ||||
| 2025-08-07 | 13F | Fonville Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-04-29 | 13F | Hm Payson & Co | 110 579 | 0,00 | 3 676 | 1,46 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 11 219 | −0,28 | 377 | 1,07 | ||||
| 2025-07-29 | 13F | BKD Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Richard W. Paul & Associates, LLC | 3 035 | 1,20 | 102 | 2,02 | ||||
| 2025-08-01 | 13F | GoalVest Advisory LLC | 524 943 | 11,67 | 17 628 | 12,81 | ||||
| 2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 12 727 | 0,00 | 427 | 0,95 | ||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 9 990 | 0,00 | 335 | 0,90 | ||||
| 2025-08-14 | 13F | Millennium Management Llc | 41 076 | 31,01 | 1 379 | 32,34 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 9 446 | 507,07 | 317 | 521,57 | ||||
| 2025-08-13 | 13F | Dynamic Wealth Strategies, LLC | 56 039 | −33,17 | 1 882 | −32,51 | ||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 11 210 | −14,12 | 376 | −13,16 | ||||
| 2025-05-14 | 13F | WCG Wealth Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Eastern Bank | 125 060 | −68,68 | 4 200 | −68,37 | ||||
| 2025-07-08 | 13F | Braun-Bostich & Associates Inc. | 6 182 | 208 | ||||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 122 719 | 51,64 | 4 110 | 52,81 | ||||
| 2025-07-30 | 13F | Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma | 1 310 | 0,00 | 44 | 0,00 | ||||
| 2025-07-14 | 13F | Wealth Advisory Solutions, LLC | 108 703 | −3,85 | 3 650 | −2,87 | ||||
| 2025-07-14 | 13F | Strategic Planning, Inc. | 8 052 | 268 | ||||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 156 554 | 23,13 | 5 257 | 24,40 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 4 015 141 | 2,96 | 134 828 | 4,01 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 26 954 | 4,51 | 905 | 5,60 | ||||
| 2025-08-13 | 13F | 1492 Capital Management LLC | 8 508 | −7,58 | 286 | −6,56 | ||||
| 2025-08-13 | 13F | Global Endowment Management, LP | 15 463 | 2,62 | 519 | 3,80 | ||||
| 2025-08-14 | 13F | Stonehaven Wealth & Tax Solutions, Llc | 10 836 | 13,16 | 364 | 14,15 | ||||
| 2025-07-24 | 13F | Coordinated Financial Services, Inc. | 29 391 | 2,99 | 987 | 5,57 | ||||
| 2025-08-13 | 13F | Advocacy Wealth Management Services, LLC | 445 213 | 6,42 | 14 950 | 7,52 | ||||
| 2025-07-30 | 13F | Caliber Wealth Management, LLC / KS | 6 880 | 6,85 | 231 | 7,94 | ||||
| 2025-08-12 | 13F | GDS Wealth Management | 10 032 | 21,25 | 337 | 22,18 | ||||
| 2025-07-30 | 13F | Atlantic Edge Private Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 38 134 | −35,46 | 1 281 | −34,83 | ||||
| 2025-07-30 | 13F | BCK Partners, Inc. | 6 005 | 202 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 120 854 | 98,40 | 4 050 | 100,05 | ||||
| 2025-07-18 | 13F | Union Bancaire Privee, UBP SA | 363 549 | 0,00 | 12 183 | 0,84 | ||||
| 2025-08-01 | 13F | Liberty Wealth Management Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 2 830 | 1,40 | 95 | 3,26 | ||||
| 2025-07-10 | 13F | NorthCrest Asset Manangement, LLC | 178 093 | −0,45 | 5 950 | 0,07 | ||||
| 2025-05-12 | 13F | Aveo Capital Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Bulwark Capital Corp | 9 095 | 305 | ||||||
| 2025-08-07 | 13F | 1620 Investment Advisors, Inc. | 132 523 | 3,34 | 4 450 | 4,41 | ||||
| 2025-07-15 | 13F | LVZ Advisors, Inc. | 10 609 | 12,24 | 356 | 13,38 | ||||
| 2025-07-29 | 13F | Alaska Permanent Capital Management | 53 905 | 4,37 | 1 810 | 5,48 | ||||
| 2025-07-29 | 13F | Empirical Asset Management, LLC | 7 278 | −2,31 | 244 | −1,21 | ||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 815 | 0,00 | 27 | 0,00 | ||||
| 2025-07-10 | 13F | Sharkey, Howes & Javer | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Courier Capital Llc | 182 431 | 4,44 | 6 126 | 5,51 | ||||
| 2025-08-06 | 13F | Destiny Capital Corp/CO | 6 991 | 0,00 | 235 | 0,86 | ||||
| 2025-08-08 | 13F | Advisors Capital Management, LLC | 823 264 | 0,09 | 27 645 | 1,11 | ||||
| 2025-07-25 | 13F | Richardson Financial Services Inc. | 9 434 | −1,00 | 316 | −0,32 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 17 661 | −0,08 | 591 | 0,85 | ||||
| 2025-07-10 | 13F | Global Financial Private Client, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 43 | −76,37 | 1 | −83,33 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 867 | −38,73 | 29 | −38,30 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 992 | 33 | ||||||
| 2025-07-16 | 13F | Meridian Financial, LLC | 22 110 | 16,31 | 742 | 17,59 | ||||
| 2025-04-17 | 13F | Consilium Wealth Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Ascent Group, LLC | 12 940 | 12,69 | 435 | 13,91 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 4 737 109 | 4,30 | 159 072 | 5,37 | ||||
| 2025-07-09 | 13F | Navigation Wealth Management, Inc. | 14 994 | 503 | ||||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 121 | 4 | ||||||
| 2025-07-18 | 13F | Wetzel Investment Advisors, Inc. | 130 374 | −31,14 | 4 378 | −30,45 | ||||
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 31 727 | −2,10 | 1 065 | −1,02 | ||||
| 2025-08-01 | 13F | Solstein Capital, LLC | 6 | 0 | ||||||
| 2025-08-11 | 13F | Citigroup Inc | 5 458 | 770,49 | 183 | 815,00 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 171 550 | −1,97 | 5 761 | −0,96 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 36 794 | −37,62 | 1 236 | −36,99 | ||||
| 2025-05-15 | 13F | Clifford Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Blair William & Co/il | 109 588 | −2,00 | 3 680 | −1,00 | ||||
| 2025-07-29 | 13F | Balboa Wealth Partners | 25 857 | 9,28 | 868 | 10,43 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 1 537 | 554,04 | 52 | 628,57 | ||||
| 2025-08-18 | 13F | Castleark Management Llc | 2 519 370 | 23,16 | 84 600 | 24,42 | ||||
| 2025-08-13 | 13F | Leslie Global Wealth, LLC | 108 367 | −41,28 | 3 639 | −40,69 | ||||
| 2025-08-14 | 13F | Sentinus, LLC | 22 766 | 764 | ||||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 13 371 | 1,33 | 449 | 2,28 | ||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 157 | −63,91 | 5 | −64,29 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 17 746 | 11,59 | 596 | 12,69 | ||||
| 2025-08-07 | 13F | Winthrop Capital Management, LLC | 1 075 | 0,00 | 0 | |||||
| 2025-08-05 | 13F | NewSquare Capital LLC | 210 247 | −1,00 | 7 060 | 0,03 | ||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 194 884 | 1,11 | 6 544 | 2,15 | ||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Financial Freedom, LLC | 705 | 1,00 | 24 | 0,00 | ||||
| 2025-08-14 | 13F | Horizon Investments, LLC | 1 578 | −89,95 | 53 | −90,02 | ||||
| 2025-07-16 | 13F | Northern Oak Wealth Management Inc | 14 056 | 35,51 | 472 | 37,21 | ||||
| 2025-08-08 | 13F | IMA Wealth, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Amtrust Financial Services, Inc. | 270 400 | 0,00 | 9 080 | 1,02 | ||||
| 2025-05-27 | NP | Brighthouse Funds Trust I - SSGA Growth and Income ETF Portfolio Class A | 495 768 | −67,92 | 16 479 | −67,45 | ||||
| 2025-07-21 | 13F | Future Financial Wealth Managment LLC | 254 | 0,00 | 9 | 0,00 | ||||
| 2025-08-08 | 13F | Compass Financial Services Inc | 37 | 0,00 | 1 | 0,00 | ||||
| 2025-08-28 | NP | GAL - SPDR SSGA Global Allocation ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 115 455 | 4,69 | 3 877 | 5,76 | ||||
| 2025-07-29 | 13F | Tradewinds Capital Management, LLC | 2 057 | 0,00 | 69 | 1,47 | ||||
| 2025-07-24 | 13F | Wealthstar Advisors, Llc | 19 400 | −4,72 | 651 | −3,70 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 21 065 | 23,22 | 707 | 24,47 | ||||
| 2025-08-05 | 13F | Crestwood Advisors Group LLC | 62 314 | 1,87 | 2 092 | 2,90 | ||||
| 2025-07-17 | 13F | Willow Creek Wealth Management Inc. | 676 214 | 3,68 | 22 707 | 4,74 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 98 724 | 17,64 | 3 315 | 18,86 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 149 943 | 2 640,69 | 5 | |||||
| 2025-07-28 | 13F | Rosenberg Matthew Hamilton | 9 284 | 3,04 | 312 | 4,01 | ||||
| 2025-07-29 | 13F | Private Wealth Management Group, LLC | 10 512 | 0,00 | 353 | 0,86 | ||||
| 2025-07-18 | 13F | Impact Capital Partners LLC | 74 480 | 1,48 | 2 501 | 2,54 | ||||
| 2025-08-14 | 13F | Advisor OS, LLC | 16 308 | 44,63 | 548 | 46,26 | ||||
| 2025-07-14 | 13F | E&G Advisors, LP | 42 436 | 0,00 | 1 425 | 0,99 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 155 | 5 | ||||||
| 2025-08-18 | 13F/A | Kestra Investment Management, LLC | 6 793 | 228 | ||||||
| 2025-07-18 | 13F | Cooper Financial Group | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Prudent Man Investment Management, Inc. | 100 | 0,00 | 3 | 0,00 | ||||
| 2025-05-13 | 13F | Elequin Capital Lp | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 50 | 0,00 | 2 | 0,00 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 465 | 0,00 | 16 | 0,00 | ||||
| 2025-08-13 | 13F | Vermillion & White Wealth Management Group, LLC | 1 194 | 0,00 | 40 | 2,56 | ||||
| 2025-05-05 | 13F | Northeast Planning Associates, Inc. / Nh / | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 8 940 | −7,15 | 300 | −6,25 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 323 933 | −1,99 | 11 | 0,00 | ||||
| 2025-07-08 | 13F | Juncture Wealth Strategies, Llc | 14 240 | −0,67 | 478 | 0,42 | ||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 1 121 | 0,00 | 38 | 0,00 | ||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 864 256 | 4,17 | 29 022 | 5,24 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 243 446 | −20,41 | 8 175 | −18,42 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 243 250 | −5,45 | 8 168 | −3,08 | ||||
| 2025-08-11 | 13F | Covestor Ltd | 72 | 300,00 | 0 | |||||
| 2025-08-11 | 13F | Outlook Wealth Advisors, LLC | 6 478 | 4,11 | 218 | 5,34 | ||||
| 2025-08-13 | 13F | My Purposeful Wealth Corp. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | UBS Group AG | 1 264 856 | 9,52 | 42 474 | 10,64 | ||||
| 2025-08-15 | 13F/A | Symphony Financial, Ltd. Co. | 466 916 | 661,19 | 16 423 | 710,56 | ||||
| 2025-05-14 | 13F | Oarsman Capital, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Leuthold Group, Llc | 388 529 | 18,73 | 13 047 | 19,94 | ||||
| 2025-07-25 | 13F | Integrated Capital Management, Inc. | 165 457 | −1,35 | 5 556 | −0,34 | ||||
| 2025-07-31 | 13F | West Michigan Advisors, Llc | 6 268 | −2,31 | 210 | −1,41 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 116 | 61,11 | ||||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 1 828 | 1,11 | 61 | 1,67 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 622 | 0,00 | 21 | 0,00 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 14 324 | −2,80 | 481 | −1,64 | ||||
| 2025-08-05 | 13F | Towercrest Capital Management | 177 168 | 4,85 | 5 949 | 5,93 | ||||
| 2025-07-21 | 13F | Clarity Capital Partners LLC | 12 053 | −56,23 | 405 | −55,85 | ||||
| 2025-08-01 | 13F | Integral Investment Advisors, Inc. | 584 055 | 4,48 | 19 613 | 5,55 | ||||
| 2025-08-28 | NP | SSTIX - State Street Total Return V.I.S. Fund Class 1 Shares | 472 673 | 15 872 | ||||||
| 2025-07-24 | 13F | WMG Financial Advisors, LLC | 13 103 | 18,40 | 440 | 19,62 | ||||
| 2025-08-14 | 13F | AllSquare Wealth Management LLC | 317 | 0,00 | 11 | 0,00 | ||||
| 2025-07-29 | 13F | Foster & Motley Inc | 147 414 | 24,64 | 5 | 33,33 | ||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 15 270 | 0,00 | 513 | 0,99 | ||||
| 2025-08-11 | 13F | Alps Advisors Inc | 276 740 | −0,30 | 9 293 | 0,72 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 9 620 | 5,73 | 323 | 6,95 | ||||
| 2025-08-12 | 13F | Zacks Investment Management | 228 418 | −5,37 | 7 670 | −4,40 | ||||
| 2025-07-30 | 13F | TFB Advisors LLC | 13 889 | −0,76 | 466 | 0,22 | ||||
| 2025-08-13 | 13F | BCJ Capital Management, LLC | 6 025 | −11,94 | 202 | −11,01 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 5 397 | −2,33 | 181 | −1,09 | ||||
| 2025-08-14 | 13F | Redwood Investment Management, Llc | 7 567 | −1,10 | 0 | |||||
| 2025-07-07 | 13F | Bangor Savings Bank | 652 | 0,00 | 22 | 0,00 | ||||
| 2025-07-14 | 13F | Painted Porch Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Ge Investment Management Corp. | 11 588 | 0,00 | 389 | 1,04 | ||||
| 2025-08-14 | 13F | Cardiff Park Advisors, Llc | 25 510 | 0,00 | 857 | 1,06 | ||||
| 2025-08-13 | 13F | Solutions 4 Wealth, Ltd | 13 005 | 70,02 | 437 | 71,65 | ||||
| 2025-07-08 | 13F | Gradient Investments LLC | 16 621 | 0,28 | 558 | 1,45 | ||||
| 2025-07-14 | 13F | Financial Advisory Partners, Llc | 7 560 | 2,65 | 254 | 3,69 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 44 869 616 | 6,25 | 1 506 722 | 7,33 | ||||
| 2025-07-16 | 13F | Diversified Enterprises, LLC | 6 618 | −8,79 | 222 | −7,88 | ||||
| 2025-07-21 | 13F | Matauro, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Ally Invest Advisors Inc. | 46 344 | 6,56 | 1 556 | 7,68 | ||||
| 2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 21 078 | 1,90 | 708 | 2,91 | ||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 889 | 0,00 | 0 | |||||
| 2025-07-25 | 13F | Cwm, Llc | 407 272 | −68,68 | 14 | −69,77 | ||||
| 2025-04-17 | 13F | Cyndeo Wealth Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 1 918 | 64 | ||||||
| 2025-08-07 | 13F | 1st Source Bank | 9 988 | 335 | ||||||
| 2025-07-07 | 13F | Investors Research Corp | 3 | 0,00 | 0 | |||||
| 2025-08-12 | 13F | Atlas Capital Advisors Llc | 456 | 0,00 | 15 | 0,00 | ||||
| 2025-07-24 | 13F | KC Investment Advisors, LLC | 264 848 | −38,64 | 8 894 | −38,01 | ||||
| 2025-07-23 | 13F | Gentry Private Wealth, Llc | 194 182 | −1,04 | 6 521 | −0,03 | ||||
| 2025-08-13 | 13F | M Holdings Securities, Inc. | 11 665 | 0 | ||||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 30 382 | −1,33 | 1 020 | −0,29 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 226 302 | −4,54 | 7 599 | −3,57 | ||||
| 2025-08-14 | 13F | JPL Wealth Management, LLC | 62 305 | 4,08 | 2 092 | 5,18 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 3 010 | −0,10 | 101 | 1,00 | ||||
| 2025-07-23 | 13F | Columbus Macro, LLC | 148 343 | −4,47 | 4 981 | −3,49 | ||||
| 2025-07-31 | 13F | WFA Asset Management Corp | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Interactive Financial Advisors | 150 975 | −5,49 | 5 070 | −4,54 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 29 513 | 5,46 | 991 | 6,56 | ||||
| 2025-07-25 | 13F | Verdence Capital Advisors LLC | 33 093 | −12,95 | 1 111 | −12,03 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Fidelity D & D Bancorp Inc | 203 346 | 10,15 | 6 828 | 11,28 | ||||
| 2025-08-25 | 13F | Hilltop Partners LLC | 46 578 | −5,19 | 1 564 | −4,23 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 129 042 | 96,92 | 4 333 | 98,94 | ||||
| 2025-07-25 | 13F | Hobbs Group Advisors, LLC | 283 171 | −59,27 | 9 509 | −58,86 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 133 919 | 20,12 | 4 497 | 21,38 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 15 006 | 26,24 | 504 | 27,59 | ||||
| 2025-07-31 | 13F | City State Bank | 1 131 | 0,00 | 38 | 0,00 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 3 114 | 39,39 | 105 | 40,54 | ||||
| 2025-08-14 | 13F | State Street Corp | 2 689 473 | 10,56 | 90 313 | 11,69 | ||||
| 2025-08-04 | 13F | Municipal Employees' Retirement System of Michigan | 12 968 096 | 7 799,38 | 435 | 8 600,00 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 1 118 614 | 5,24 | 37 563 | 6,31 | ||||
| 2025-08-11 | 13F | Hexagon Capital Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-05-28 | 13F | Wealth Management Associates, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-11 | 13F | Compass Capital Corp /ma/ /adv | 24 199 | 0,00 | 805 | 0,00 | ||||
| 2025-08-14 | 13F | Zurich Insurance Group Ltd/FI | 1 402 903 | 0,00 | 47 109 | 1,02 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 461 733 | 1,81 | 15 505 | 2,85 | ||||
| 2025-05-09 | 13F | Probity Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Flagship Wealth Advisors, Llc | 100 | 3 | ||||||
| 2025-08-13 | 13F | JT Stratford LLC | 19 625 | 659 | ||||||
| 2025-08-04 | 13F | Migdal Insurance & Financial Holdings Ltd. | 863 815 | 5,25 | 29 | 7,41 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 32 667 | −41,09 | 1 | 0,00 | ||||
| 2025-08-12 | 13F | Ameraudi Asset Management, Inc. | 7 917 | 266 | ||||||
| 2025-08-06 | 13F | Mascagni Wealth Management, Inc. | 39 245 | 74,72 | 1 318 | 76,54 | ||||
| 2025-08-01 | 13F | Clark Asset Management, LLC | 7 946 | 0,00 | 267 | 0,76 | ||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 53 477 | 12,16 | 1 796 | 13,32 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 149 486 | 5,12 | 5 020 | 6,20 | ||||
| 2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 12 440 | −18,54 | 418 | −17,75 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 363 811 | 0,12 | 12 217 | 1,14 | ||||
| 2025-08-14 | 13F | KKM Financial LLC | 33 673 | 1,69 | 1 132 | 3,66 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 25 615 | −11,86 | 860 | −10,97 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 14 569 | −2,29 | 489 | −1,21 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 503 | 0 | ||||||
| 2025-08-11 | 13F | Duff & Phelps Investment Management Co | 372 415 | 1,50 | 12 506 | 2,53 | ||||
| 2025-07-17 | 13F | TBH Global Asset Management, LLC | 17 602 | 591 | ||||||
| 2025-07-17 | 13F | Stephens Group Asset Management, Llc | 1 518 966 | −8,33 | 51 007 | −7,39 | ||||
| 2025-08-05 | 13F | Harel Insurance Investments & Financial Services Ltd. | 0 | |||||||
| 2025-08-15 | 13F | American Family Investments, Inc. | 5 304 000 | 178 108 | ||||||
| 2025-07-22 | 13F | Aspire Private Capital, LLC | 50 742 | 3,95 | 1 704 | 4,99 | ||||
| 2025-08-08 | 13F | Leicht Financial Planning & Wealth Management, Inc. | 381 334 | 25,40 | 12 805 | 26,68 | ||||
| 2025-07-09 | 13F | Northwest & Ethical Investments L.P. | 81 300 | −45,44 | 2 658 | −45,68 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 4 118 | 0,00 | 138 | 1,47 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 12 835 | 0,32 | 0 | |||||
| 2025-08-14 | 13F | Fmr Llc | 13 938 | −28,75 | 468 | −28,00 | ||||
| 2025-07-29 | 13F | Altus Wealth Group LLC | 23 293 | −4,95 | 782 | −3,93 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 44 781 | −47,04 | 1 504 | −46,51 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 4 926 | 0,04 | 165 | 1,23 | ||||
| 2025-08-11 | 13F | Wbi Investments, Inc. | 9 126 | −0,05 | 306 | 0,99 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 332 801 | 11,46 | 11 | 22,22 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 1 890 | 0,00 | 63 | 1,61 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 195 | −89,42 | 7 | −90,16 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 94 861 | 21,87 | 3 185 | 23,12 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Richmond Investment Services, LLC | 16 178 | 543 | ||||||
| 2025-08-11 | 13F | Alteri Wealth LLC | 6 020 | 202 |
Other Listings
| MX:SPIB |
