Grundläggande statistik
| Institutionella ägare | 492 total, 492 long only, 0 short only, 0 long/short - change of 4,00% MRQ |
| Genomsnittlig portföljallokering | 0.2156 % - change of −11,58% MRQ |
| Institutionella aktier (lång) | 16 929 039 (ex 13D/G) - change of −1,29MM shares −7,10% MRQ |
| Institutionellt värde (lång) | $ 1 981 087 USD ($1000) |
Institutionellt ägande och aktieägare
iShares Trust - iShares ESG Optimized MSCI USA ETF (US:SUSA) har 492 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 16,929,039 aktier. Största aktieägare inkluderar Bank Of America Corp /de/, Morgan Stanley, Pnc Financial Services Group, Inc., BlackRock, Inc., Spinnaker Trust, Ameriprise Financial Inc, Royal Bank Of Canada, M&t Bank Corp, UBS Group AG, and IMA Wealth, Inc. .
iShares Trust - iShares ESG Optimized MSCI USA ETF (ARCA:SUSA) 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 19, 2025 is 134,78 / share. Previously, on September 23, 2024, the share price was 119,72 / share. This represents an increase of 12,58% 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.
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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.
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| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-06 | 13F | Simmons Bank | 24 081 | 0,00 | 3 052 | 10,34 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 207 | 0,00 | 26 | 13,04 | ||||
| 2025-08-07 | 13F | McClarren Financial Advisors, Inc. | 7 130 | 59,58 | 904 | |||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 3 345 | 0,00 | 424 | 10,16 | ||||
| 2025-07-30 | 13F | Fusion Family Wealth LLC | 2 884 | 0,00 | 366 | 10,27 | ||||
| 2025-07-17 | 13F | Coastline Trust Co | 8 469 | −3,98 | 1 073 | 5,92 | ||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 6 831 | −5,48 | 866 | 4,22 | ||||
| 2025-08-06 | 13F | Hoxton Planning & Management, LLC | 1 612 | 204 | ||||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 494 | −28,82 | 63 | −21,52 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 20 872 | 0,00 | 2 646 | 12,36 | ||||
| 2025-07-22 | 13F | BridgePort Financial Solutions, LLC | 2 941 | 0,00 | 373 | 10,39 | ||||
| 2025-07-24 | 13F | Grand Wealth Management, Llc | 74 | 0,00 | 9 | 12,50 | ||||
| 2025-04-28 | 13F | Pinnacle Financial Partners Inc | 1 900 | −14,80 | 218 | −19,56 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 8 899 | −3,32 | 1 128 | 6,72 | ||||
| 2025-07-11 | 13F | Grove Bank & Trust | 2 328 | 0,00 | 295 | 10,49 | ||||
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 1 662 | 211 | ||||||
| 2025-07-18 | 13F | SigFig Wealth Management, LLC | 2 415 | 28,05 | 304 | 41,40 | ||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 564 | 0,00 | 0 | |||||
| 2025-07-07 | 13F | Trust Co | 12 509 | −7,63 | 1 585 | 1,93 | ||||
| 2025-03-21 | 13F | Prostatis Group LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-30 | 13F | Fingerlakes Wealth Management, Inc. | 17 220 | 0,18 | 2 183 | 10,54 | ||||
| 2025-07-23 | 13F | Opulen Financial Group LLC | 4 056 | −0,02 | 514 | 10,30 | ||||
| 2025-07-14 | 13F | Opal Wealth Advisors, LLC | 915 | 0,77 | 116 | 10,58 | ||||
| 2025-08-08 | 13F | Creative Planning | 48 234 | −1,67 | 6 114 | 8,50 | ||||
| 2025-08-14 | 13F | Prestige Wealth Management Group LLC | 686 | 0,00 | 87 | 10,26 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 5 652 | −4,48 | 716 | 5,45 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 174 652 | −17,42 | 22 | −8,33 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 27 851 | −2,72 | 3 530 | 7,36 | ||||
| 2025-07-28 | 13F | Private Wealth Asset Management, LLC | 2 | 0 | ||||||
| 2025-08-14 | 13F | First Manhattan Co | 2 238 | 0,00 | 284 | 10,12 | ||||
| 2025-05-08 | 13F | Portland Financial Advisors Inc | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Credential Qtrade Securities Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 5 072 | −0,10 | 643 | 10,12 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 64 274 | −0,08 | 8 147 | 10,26 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 7 025 | −4,03 | 890 | 5,95 | ||||
| 2025-07-30 | 13F | White Lighthouse Investment Management Inc. | 2 297 | −23,74 | 291 | −15,65 | ||||
| 2025-07-10 | 13F | Bigelow Investment Advisors, LLC | 12 493 | −0,31 | 1 583 | 10,01 | ||||
| 2025-08-13 | 13F | Argyle Capital Partners, LLC | 1 696 | 215 | ||||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 1 986 | 9,36 | 252 | 20,67 | ||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 150 | 0,00 | 19 | 11,76 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 526 | 0,00 | 67 | 10,00 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 1 143 | −2,39 | 145 | 7,46 | ||||
| 2025-04-29 | 13F | Riggs Asset Managment Co. Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 843 | 107 | ||||||
| 2025-07-16 | 13F | Moisand Fitzgerald Tamayo, LLC | 25 | 0,00 | 3 | 50,00 | ||||
| 2025-04-29 | 13F | Hm Payson & Co | 89 291 | 1,34 | 10 257 | −4,27 | ||||
| 2025-07-29 | 13F | Roof Eidam & Maycock/adv | 48 065 | −3,61 | 6 092 | 6,37 | ||||
| 2025-08-07 | 13F | Panoramic Investment Advisors, Llc | 2 077 | −11,01 | 263 | −1,87 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 1 049 166 | −0,66 | 132 982 | 9,62 | ||||
| 2025-07-15 | 13F | McAdam, LLC | 5 376 | 6,27 | 681 | 17,21 | ||||
| 2025-08-04 | 13F | Carret Asset Management, Llc | 7 017 | 0,23 | 889 | 10,57 | ||||
| 2025-07-31 | 13F | Boothe Investment Group, Inc. | 1 807 | 229 | ||||||
| 2025-08-04 | 13F | Spinnaker Trust | 594 652 | −1,75 | 75 372 | 8,41 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 266 | 1,92 | 34 | 13,79 | ||||
| 2025-08-14 | 13F | Evercore Wealth Management, LLC | 13 512 | 0,00 | 1 713 | 10,31 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 1 760 | 0,06 | 223 | 10,40 | ||||
| 2025-07-10 | 13F | Tompkins Financial Corp | 40 145 | −17,31 | 5 088 | −8,75 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 90 082 | 14,76 | 11 418 | 26,62 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 386 | 0 | ||||||
| 2025-07-30 | 13F | Greenup Street Wealth Management Llc | 7 778 | −2,29 | 986 | 7,77 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 21 983 | −2,25 | 2 786 | 7,86 | ||||
| 2025-07-31 | 13F | Sage Mountain Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 144 | 0,70 | 18 | 12,50 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 52 934 | 8,63 | 7 | 20,00 | ||||
| 2025-04-14 | 13F | Strategic Wealth Designers | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-05-08 | 13F | Eastern Bank | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 11 914 | −2,93 | 1 510 | 7,17 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 94 364 | −1,39 | 12 086 | 9,95 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 16 170 | −15,68 | 2 050 | −6,95 | ||||
| 2025-08-14 | 13F | Betterment LLC | 306 480 | 67,45 | 39 | 80,95 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 1 565 | 88,10 | 180 | 77,23 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 2 046 | 0,05 | 259 | 10,68 | ||||
| 2025-07-29 | 13F | Aspiriant, Llc | 6 868 | 0,00 | 871 | 10,41 | ||||
| 2025-07-14 | 13F | Westend Capital Management LLC | 503 | 0,00 | 64 | 10,53 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-04-21 | 13F | SILVER OAK SECURITIES, Inc | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 3 111 | −6,58 | 394 | 3,14 | ||||
| 2025-07-10 | 13F | Kmg Fiduciary Partners, Llc | 3 387 | −0,03 | 429 | 10,28 | ||||
| 2025-07-11 | 13F | Adirondack Trust Co | 729 | −69,03 | 92 | −65,93 | ||||
| 2025-08-14 | 13F | Comerica Bank | 6 117 | 12,26 | 775 | 24,00 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 3 353 | −23,76 | 425 | −15,84 | ||||
| 2025-05-15 | 13F | Human Investing LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 1 664 | 211 | ||||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 9 | 0,00 | 1 | 0,00 | ||||
| 2025-08-06 | 13F | Long Run Wealth Advisors, LLC | 30 451 | −5,27 | 3 860 | 4,52 | ||||
| 2025-08-07 | 13F | Hughes Financial Services, LLC | 129 | 0,00 | 17 | 14,29 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 182 517 | 24,85 | 23 134 | 37,77 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 5 056 | 0,00 | 641 | 10,34 | ||||
| 2025-08-05 | 13F | Hills Bank & Trust Co | 5 939 | 0,00 | 753 | 10,26 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 84 | 0,00 | 11 | 11,11 | ||||
| 2025-07-14 | 13F | Acropolis Investment Management, LLC | 2 540 | 0,00 | 322 | 10,31 | ||||
| 2025-07-18 | 13F | First Pacific Financial | 17 025 | −5,24 | 2 158 | 4,56 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 3 396 | −44,23 | 0 | |||||
| 2025-07-23 | 13F | Arcadia Investment Advisors Llc | 975 | 0,62 | 124 | 10,81 | ||||
| 2025-08-08 | 13F | CWS Financial Advisors, LLC | 4 410 | 0,16 | 559 | 10,50 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 5 | 0,00 | 1 | |||||
| 2025-08-14 | 13F | Sand Hill Global Advisors, LLC | 3 038 | 0,00 | 385 | 10,32 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 20 542 | −2,21 | 2 604 | 7,87 | ||||
| 2025-07-30 | 13F | Cornerstone Advisory, LLC | 2 035 | 0,20 | 258 | 9,83 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 47 367 | −37,55 | 6 091 | −30,09 | ||||
| 2025-08-01 | 13F | Zhang Financial LLC | 1 697 | −75,93 | 215 | −73,42 | ||||
| 2025-08-12 | 13F | Associated Banc-corp | 2 629 | 333 | ||||||
| 2025-08-11 | 13F | Retirement Capital Strategies | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 10 549 | −5,61 | 1 362 | 6,08 | ||||
| 2025-08-14 | 13F | Fmr Llc | 10 129 | 1,51 | 1 284 | 11,95 | ||||
| 2025-07-24 | 13F | Villere St Denis J & Co Llc | 3 000 | 0,00 | 380 | 10,47 | ||||
| 2025-07-17 | 13F | HCR Wealth Advisors | 2 528 | −1,94 | 320 | 8,11 | ||||
| 2025-05-09 | 13F | Deutsche Bank Ag\ | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 187 899 | −7,09 | 23 816 | 2,53 | ||||
| 2025-08-05 | 13F | Peregrine Asset Advisers, Inc. | 3 787 | 0,00 | 480 | 10,34 | ||||
| 2025-05-01 | 13F | Grant/GrossMendelsohn, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 10 097 | −22,84 | 1 280 | −14,90 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 48 377 | −7,92 | 6 136 | 1,61 | ||||
| 2025-08-05 | 13F | Integrity Financial Corp /WA | 238 | 0,00 | 30 | 11,11 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 68 253 | −17,53 | 8 651 | −9,00 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 65 079 | 25,49 | 8 249 | 38,48 | ||||
| 2025-07-16 | 13F | Traveka Wealth, LLC | 2 000 | 0,00 | 254 | 10,48 | ||||
| 2025-05-14 | 13F | Change Path, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | First Foundation Advisors | 10 510 | 0,00 | 1 332 | 10,36 | ||||
| 2025-08-01 | 13F | Red Lighthouse Investment Management, Llc | 52 | −59,69 | 7 | −57,14 | ||||
| 2025-05-14 | 13F | Hsbc Holdings Plc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 22 678 | 43,80 | 2 874 | 58,70 | ||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 32 564 | −5,42 | 4 127 | 4,38 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 14 149 | −10,77 | 1 796 | −1,43 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 2 416 | 7,81 | 306 | 19,07 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Destination Wealth Management | 31 257 | 2,88 | 3 962 | 13,53 | ||||
| 2025-08-05 | 13F | Gould Asset Management Llc /ca/ | 13 308 | 0,00 | 1 687 | 10,34 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 42 615 | 13,01 | 5 | 25,00 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 30 047 | 1,83 | 3 808 | 12,36 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 5 430 | 1 | ||||||
| 2025-08-04 | 13F | Keybank National Association/oh | 54 281 | −3,49 | 6 880 | 6,50 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 5 145 | 33,98 | 591 | 26,82 | ||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 4 171 | 0,65 | 529 | 10,92 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 306 532 | 1,31 | 38 853 | 11,79 | ||||
| 2025-04-10 | 13F | Retireful, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | TriaGen Wealth Management LLC | 5 169 | −0,42 | 655 | 9,90 | ||||
| 2025-07-21 | 13F | Kennebec Savings Bank | 1 696 | −21,04 | 215 | −13,01 | ||||
| 2025-08-14 | 13F | Sherman Asset Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Sound View Wealth Advisors Group, LLC | 3 727 | −3,55 | 472 | 6,55 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 5 011 | −13,74 | 635 | −4,80 | ||||
| 2025-08-26 | 13F | Nautilus Advisors LLC | 6 200 | 0,00 | 786 | 10,25 | ||||
| 2025-08-04 | 13F | Mill Capital Management, LLC | 1 900 | 0,00 | 241 | 10,09 | ||||
| 2025-07-21 | 13F | Quent Capital, LLC | 95 424 | −2,10 | 12 095 | 8,02 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 1 464 867 | −1,40 | 185 672 | 8,80 | ||||
| 2025-07-09 | 13F | High Probability Advisors, LLC | 2 580 | 4,54 | 327 | 15,19 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 410 | 0,00 | 0 | |||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 665 | 89,46 | 84 | 110,00 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 5 473 | 0,00 | 694 | 10,35 | ||||
| 2025-07-18 | 13F | Swp Financial Llc | 2 609 | −4,75 | 331 | 5,10 | ||||
| 2025-07-11 | 13F | Diversified Trust Co | 2 323 | 0,00 | 294 | 10,53 | ||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 1 817 | −5,41 | 230 | 4,55 | ||||
| 2025-08-06 | 13F | Agf Management Ltd | 4 900 | 13,95 | 621 | 25,96 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 5 075 | 0,32 | 643 | 10,67 | ||||
| 2025-07-31 | 13F | Sharper & Granite LLC | 6 357 | −8,65 | 809 | 1,13 | ||||
| 2025-07-17 | 13F | Hengehold Capital Management Llc | 6 045 | −6,00 | 766 | 3,79 | ||||
| 2025-08-14 | 13F | Nepc Llc | 7 646 | −3,51 | 969 | 6,48 | ||||
| 2025-08-06 | 13F | SNS Financial Group, LLC | 3 970 | 0,00 | 503 | 10,31 | ||||
| 2025-07-23 | 13F | Peak Financial Management, Inc. | 4 575 | 2,01 | 580 | 12,43 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 6 204 | −7,46 | 786 | 2,08 | ||||
| 2025-08-14 | 13F | Laird Norton Trust Company, Llc | 27 064 | 0,00 | 3 430 | 10,36 | ||||
| 2025-07-31 | 13F | Resonant Capital Advisors, LLC | 12 125 | 0,00 | 1 537 | 10,34 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 3 828 | −0,36 | 485 | 9,98 | ||||
| 2025-07-29 | 13F | Private Wealth Management Group, LLC | 2 112 | 0,96 | 268 | 11,25 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 3 494 | 2,49 | 443 | 13,04 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 466 | −9,34 | 59 | 0,00 | ||||
| 2025-07-10 | 13F | Ryan Investment Management, Inc. | 12 543 | 1 590 | ||||||
| 2025-07-15 | 13F | Cranbrook Wealth Management, LLC | 853 | −4,48 | 108 | 5,88 | ||||
| 2025-07-31 | 13F | Money Design Co.,Ltd. | 133 471 | 0,41 | 17 | 6,67 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 457 | −12,62 | 58 | −5,00 | ||||
| 2025-08-11 | 13F | Bradley Foster & Sargent Inc/ct | 3 600 | 0,00 | 456 | 10,41 | ||||
| 2025-07-11 | 13F | Caldwell Securities, Inc | 22 | 0,00 | 3 | 0,00 | ||||
| 2025-07-17 | 13F | Baron Silver Stevens Financial Advisors, Llc | 1 779 | 0,00 | 225 | 10,29 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 13 887 | 0,12 | 1 760 | 10,48 | ||||
| 2025-08-14 | 13F | Clarity Asset Management, Inc. | 38 | 0,00 | 5 | 0,00 | ||||
| 2025-07-22 | 13F | Grimes & Company, Inc. | 31 004 | 3,06 | 3 930 | 13,72 | ||||
| 2025-07-29 | 13F | Consilio Wealth Advisors, Llc | 2 178 | 274 | ||||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 2 760 | 0,00 | 350 | 10,09 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 1 040 107 | 4,28 | 131 834 | 15,07 | ||||
| 2025-08-08 | 13F | Empower Advisory Group, LLC | 2 933 | 0,00 | 372 | 10,42 | ||||
| 2025-08-01 | 13F | Cobblestone Capital Advisors Llc /ny/ | 30 965 | −6,31 | 3 925 | 3,37 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 544 | 5,22 | 69 | 15,25 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 29 994 | 3 802 | ||||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 2 080 | −49,73 | 264 | −44,63 | ||||
| 2025-07-29 | 13F | Kelman-Lazarov, Inc. | 2 723 | 0,00 | 345 | 10,58 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 7 144 | 906 | ||||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 21 220 | 0,00 | 2 690 | 10,34 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 5 724 | 0,00 | 658 | −5,47 | ||||
| 2025-07-22 | 13F | Prentiss Smith & Co Inc | 8 347 | −1,13 | 1 058 | 9,08 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 871 | −27,36 | 110 | −19,71 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 478 | 0,00 | 61 | 11,11 | ||||
| 2025-04-30 | 13F | Bank Hapoalim Bm | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Bank of New Hampshire | 5 990 | 0,00 | 759 | 10,32 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 19 703 | 0,00 | 2 497 | 10,34 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 16 369 | 8,63 | 2 323 | 34,20 | ||||
| 2025-08-14 | 13F | Aprio Wealth Management, LLC | 17 592 | −1,34 | 2 230 | 8,84 | ||||
| 2025-07-24 | 13F | Financial Connections Group, Inc. | 1 350 | 0,00 | 0 | |||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 3 229 | 24,34 | 409 | 37,25 | ||||
| 2025-08-08 | 13F | ProVise Management Group, LLC | 4 898 | −2,43 | 621 | 7,64 | ||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 2 150 | 0,00 | 273 | 10,57 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 19 130 | −3,55 | 2 425 | 6,41 | ||||
| 2025-08-07 | 13F | Rollins Financial Advisors, LLC | 5 968 | −1,65 | 756 | 8,46 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 55 226 | 9,47 | 7 000 | 20,80 | ||||
| 2025-08-14 | 13F | Fairview Capital Investment Management, Llc | 2 720 | −5,23 | 345 | 4,56 | ||||
| 2025-08-14 | 13F | UBS Group AG | 489 647 | −7,02 | 62 063 | 2,60 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 36 139 | −0,37 | 4 581 | 9,94 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 371 470 | −2,64 | 47 084 | 7,42 | ||||
| 2025-07-22 | 13F | Stanich Group LLC | 1 681 | −16,20 | 214 | −6,96 | ||||
| 2025-08-01 | 13F | First Command Advisory Services, Inc. | 5 093 | −0,14 | 645 | 10,26 | ||||
| 2025-08-13 | 13F | Shepherd Financial Partners LLC | 22 360 | −0,67 | 2 834 | 9,63 | ||||
| 2025-07-07 | 13F | Wesbanco Bank Inc | 8 875 | −5,09 | 1 125 | 4,66 | ||||
| 2025-08-12 | 13F | Putnam Fl Investment Management Co | 8 478 | 11,64 | 1 075 | 23,17 | ||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 1 085 | −14,90 | 138 | −6,16 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 30 760 | −6,98 | 3 899 | 2,63 | ||||
| 2025-07-23 | 13F | Charter Trust Co | 2 402 | −11,10 | 304 | −1,94 | ||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 13 844 | −8,83 | 1 755 | 0,57 | ||||
| 2025-08-14 | 13F | CIBC Asset Management Inc | 4 010 | 0,00 | 508 | 10,43 | ||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 3 162 | −0,82 | 401 | 9,29 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 8 514 | 1,42 | 1 105 | 15,95 | ||||
| 2025-08-14 | 13F | Family Management Corp | 1 686 | 0,00 | 214 | 10,36 | ||||
| 2025-07-18 | 13F | Marino, Stram & Associates Llc | 9 426 | 0,21 | 1 195 | 10,56 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 30 054 | 36,74 | 3 809 | 50,91 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 1 632 | 207 | ||||||
| 2025-08-25 | 13F/A | Neuberger Berman Group LLC | 2 131 | 5,18 | 270 | 16,38 | ||||
| 2025-08-07 | 13F | Commerce Bank | 18 280 | 0,00 | 2 317 | 10,34 | ||||
| 2025-07-18 | 13F | TruNorth Capital Management, LLC | 4 935 | 0,00 | 625 | 10,42 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 12 940 | −6,11 | 1 640 | 3,60 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 9 971 | 0,00 | 1 264 | 10,31 | ||||
| 2025-07-29 | 13F | Curbstone Financial Management Corp | 4 116 | 522 | ||||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 186 | 24 | ||||||
| 2025-07-29 | 13F | Regions Financial Corp | 59 639 | −1,17 | 7 559 | 9,05 | ||||
| 2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 1 995 | 0,15 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 30 | −40,00 | 4 | −40,00 | ||||
| 2025-07-11 | 13F | Bell Bank | 4 715 | −2,86 | 598 | 7,18 | ||||
| 2025-08-13 | 13F | Portland Global Advisors LLC | 9 680 | −1,02 | 1 227 | 9,17 | ||||
| 2025-07-18 | 13F | Forza Wealth Management, LLC | 1 992 | 252 | ||||||
| 2025-08-11 | 13F | Mill Creek Capital Advisors, LLC | 10 636 | 0,16 | 1 348 | 10,58 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 7 482 | −19,10 | 948 | −10,73 | ||||
| 2025-07-10 | 13F | SK Wealth Management, LLC | 7 018 | 6,38 | 896 | 28,04 | ||||
| 2025-07-29 | 13F | Creekside Partners | 1 869 | −25,45 | 237 | −18,06 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 2 505 | 1,25 | 318 | 11,62 | ||||
| 2025-04-23 | 13F | Financial Life Planners | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 18 853 | −11,54 | 2 390 | −2,41 | ||||
| 2025-08-14 | 13F | Common Fund For Nonprofit Organizations | 3 418 | −1,92 | 433 | 8,25 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 206 215 | 48,28 | 26 138 | 63,62 | ||||
| 2025-08-11 | 13F | Wealthgarden F.s. Llc | 2 196 | 0,50 | 282 | 12,80 | ||||
| 2025-08-25 | 13F | Silverlake Wealth Management Llc | 4 894 | −3,17 | 620 | 6,90 | ||||
| 2025-08-12 | 13F | Coston, McIsaac & Partners | 333 | 0,00 | 0 | |||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 164 | 0,00 | 21 | 11,11 | ||||
| 2025-07-25 | 13F | LRI Investments, LLC | 5 430 | 0,00 | 688 | 10,43 | ||||
| 2025-08-14 | 13F | Fiduciary Trust Co | 3 377 | −3,13 | 428 | 7,00 | ||||
| 2025-07-10 | 13F | Stewardship Advisors, LLC | 93 112 | −1,93 | 11 802 | 8,21 | ||||
| 2025-08-12 | 13F | Weaver Consulting Group | 3 682 | 0,00 | 467 | 10,43 | ||||
| 2025-07-15 | 13F | North Star Investment Management Corp. | 3 869 | 2,65 | 490 | 13,43 | ||||
| 2025-07-22 | 13F | Legacy Trust | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 154 | 0,00 | 20 | 11,76 | ||||
| 2025-08-13 | 13F | Haverford Trust Co | 8 480 | 0,00 | 1 075 | 10,27 | ||||
| 2025-08-05 | 13F | Ellevest, Inc. | 13 582 | −93,24 | 1 722 | −92,54 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 2 827 | −10,03 | 358 | −0,56 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 8 312 | 2,76 | 1 054 | 13,35 | ||||
| 2025-08-01 | 13F | Biltmore Family Office, LLC | 10 | 1 | ||||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 11 134 | −13,90 | 1 411 | −4,98 | ||||
| 2025-07-09 | 13F | Finley Financial, LLC | 7 610 | 0,00 | 965 | 10,80 | ||||
| 2025-08-07 | 13F | Fund Evaluation Group, LLC | 124 086 | −3,54 | 15 715 | 6,44 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 744 | 0,00 | 94 | 10,59 | ||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 5 080 | −3,84 | 644 | 6,11 | ||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 1 678 | −7,60 | 213 | 1,92 | ||||
| 2025-08-14 | 13F/A | Bank Julius Baer & Co. Ltd, Zurich | 9 849 | 0,01 | 1 248 | 10,34 | ||||
| 2025-07-25 | 13F | McNamara Financial Services, Inc. | 2 888 | −0,69 | 366 | 9,58 | ||||
| 2025-08-12 | 13F | Wealthbridge Capital Management, Llc | 4 717 | 3,28 | 598 | 13,93 | ||||
| 2025-08-04 | 13F | Pinnacle Associates Ltd | 4 585 | −11,71 | 581 | −2,52 | ||||
| 2025-07-11 | 13F | Hilltop Wealth Advisors, Llc | 43 247 | 1,10 | 5 482 | 11,56 | ||||
| 2025-08-07 | 13F | Brio Consultants, LLC | 4 840 | 24,77 | 613 | 37,75 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 14 540 | −0,83 | 1 877 | 10,22 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 2 034 | 0,00 | 258 | 10,30 | ||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 4 616 | −19,15 | 585 | −10,69 | ||||
| 2025-07-18 | 13F | Consolidated Planning Corp | 25 173 | 0,25 | 3 191 | 10,61 | ||||
| 2025-08-14 | 13F | Advisor OS, LLC | 1 711 | −24,53 | 217 | −16,92 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 617 | 0,16 | 78 | 11,43 | ||||
| 2025-08-06 | 13F | Longview Financial Advisors LLC | 1 384 | 0,00 | 175 | 10,76 | ||||
| 2025-08-12 | 13F | Guerra Pan Advisors, Llc | 2 525 | 0,00 | 320 | 10,34 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 29 082 | −5,87 | 3 686 | 3,86 | ||||
| 2025-08-11 | 13F | One Capital Management, LLC | 5 454 | −66,79 | 691 | −63,36 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 29 351 | 1,58 | 3 720 | 12,08 | ||||
| 2025-08-06 | 13F | Zevin Asset Management Llc | 3 937 | 0,00 | 0 | |||||
| 2025-08-07 | 13F | Fountainhead AM, LLC | 8 271 | −8,02 | 1 048 | 1,55 | ||||
| 2025-08-13 | 13F | Van Hulzen Asset Management, LLC | 1 705 | 216 | ||||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 345 | 0,00 | 44 | 10,26 | ||||
| 2025-07-14 | 13F | Harbor Group, Inc. | 3 624 | 5,66 | 459 | 16,50 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 388 825 | 20,29 | 49 284 | 32,73 | ||||
| 2025-08-08 | 13F | IMA Wealth, Inc. | 477 637 | 1,69 | 60 541 | 12,20 | ||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 14 079 | −1,53 | 1 784 | 8,65 | ||||
| 2025-07-31 | 13F | 3EDGE Asset Management, LP | 23 077 | −50,99 | 2 925 | −45,93 | ||||
| 2025-07-17 | 13F | One Wealth Advisors, LLC | 17 086 | −1,69 | 2 166 | 8,47 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 4 635 | −9,82 | 588 | −5,93 | ||||
| 2025-07-11 | 13F | Bond & Devick Financial Network, Inc. | 11 739 | −1,13 | 1 488 | 9,10 | ||||
| 2025-08-08 | 13F | VERITY Wealth Advisors | 23 554 | 0,00 | 2 985 | 10,35 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 5 035 | 6,20 | 638 | 17,28 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 2 025 | 0 | ||||||
| 2025-08-15 | 13F | Lgl Partners, Llc | 2 492 | 0,20 | 322 | 12,63 | ||||
| 2025-07-23 | 13F | ETF Portfolio Partners, Inc. | 1 821 | 231 | ||||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 52 517 | 0,35 | 6 657 | 10,73 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 41 | −8,89 | 5 | 0,00 | ||||
| 2025-07-29 | 13F | Riverbend Wealth Management, LLC | 5 000 | 0,00 | 634 | 10,28 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 1 916 | 0,00 | 243 | 10,00 | ||||
| 2025-07-14 | 13F | Mechanics Bank Trust Department | 4 717 | 31,03 | 598 | 44,55 | ||||
| 2025-08-14 | 13F | Integrated Investment Consultants, LLC | 9 560 | 0,00 | 1 212 | 10,29 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 22 374 | 0,25 | 2 836 | 10,61 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 173 532 | 4,92 | 21 983 | 15,71 | ||||
| 2025-07-14 | 13F | Abound Wealth Management | 13 | 0,00 | 2 | 0,00 | ||||
| 2025-07-09 | 13F | OLIO Financial Planning | 2 293 | 291 | ||||||
| 2025-07-15 | 13F | Well Done, LLC | 5 906 | 5,88 | 748 | 10,32 | ||||
| 2025-07-24 | 13F | PayPay Securities Corp | 36 | −5,26 | 5 | 0,00 | ||||
| 2025-07-22 | 13F | Sage Financial Group Inc | 4 375 | 0,07 | 555 | 10,36 | ||||
| 2025-07-31 | 13F | Moment Partners, LLC | 7 953 | −1,17 | 1 008 | 9,09 | ||||
| 2025-08-05 | 13F | Frederick Financial Consultants, LLC | 2 074 | 0,00 | 263 | 10,08 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 23 768 | −24,30 | 3 013 | −16,47 | ||||
| 2025-07-29 | 13F | Kraft, Davis & Associates, LLC | 5 097 | −6,77 | 661 | 11,28 | ||||
| 2025-05-09 | 13F | GeoWealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 46 362 | −5,28 | 6 | 0,00 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 7 606 | 0,00 | 964 | 10,42 | ||||
| 2025-08-14 | 13F | Balanced Rock Investment Advisor | 2 528 | −6,02 | 320 | 3,56 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 10 667 | −51,81 | 1 352 | −46,81 | ||||
| 2025-08-12 | 13F | Running Point Capital Advisors, LLC | 495 | 0,00 | 63 | 10,71 | ||||
| 2025-08-13 | 13F | M&t Bank Corp | 503 649 | −2,40 | 63 838 | 7,69 | ||||
| 2025-07-21 | 13F | Warner Financial, Inc | 3 702 | −6,09 | 0 | |||||
| 2025-08-05 | 13F | American Capital Advisory, LLC | 122 | 5,17 | 15 | 15,38 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 14 433 | 110,98 | 1 829 | 132,99 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 875 | −90,06 | 111 | −89,12 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 0 | −100,00 | 0 | ||||
| 2025-07-16 | 13F | Magnus Financial Group LLC | 2 074 | 0,24 | 263 | 10,55 | ||||
| 2025-07-03 | 13F | Garde Capital, Inc. | 35 150 | −6,56 | 4 455 | 3,10 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 10 431 | −1,23 | 1 322 | 8,99 | ||||
| 2025-08-11 | 13F | Birchbrook, Inc. | 3 991 | −28,63 | 506 | −21,34 | ||||
| 2025-08-06 | 13F | Destiny Capital Corp/CO | 8 352 | 0,00 | 1 059 | 10,32 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 1 845 | 0,05 | 234 | 10,43 | ||||
| 2025-04-29 | 13F | Financial Network Wealth Management LLC | 32 984 | −0,41 | 4 | −25,00 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 125 345 | −8,02 | 15 887 | 1,49 | ||||
| 2025-05-02 | 13F | Whittier Trust Co | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | MEMBERS Trust Co | 9 742 | 2,15 | 1 235 | 12,69 | ||||
| 2025-07-16 | 13F | Dakota Wealth Management | 2 503 | 0,16 | 317 | 10,45 | ||||
| 2025-08-14 | 13F | Punch & Associates Investment Management, Inc. | 190 | 0,00 | 24 | 14,29 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 25 451 | 19,53 | 3 228 | 32,84 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 1 714 | 2 536,92 | 208 | 2 871,43 | ||||
| 2025-07-15 | 13F | LVZ Advisors, Inc. | 3 052 | 2,90 | 387 | 13,53 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 11 483 | −9,90 | 1 455 | −0,61 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 120 | 0,00 | 15 | 15,38 | ||||
| 2025-05-09 | 13F | Thoroughbred Financial Services, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 7 753 | −0,58 | 983 | 9,72 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 971 | 10,34 | ||||||
| 2025-08-13 | 13F | Boston Family Office Llc | 1 600 | 0 | ||||||
| 2025-07-18 | 13F | Citrine Capital LLC | 7 250 | 0,00 | 919 | 10,34 | ||||
| 2025-08-04 | 13F | Capital Performance Advisors Llp | 2 525 | 0,00 | 320 | 10,34 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 17 959 | 1,42 | 2 276 | 11,90 | ||||
| 2025-08-14 | 13F | AllSquare Wealth Management LLC | 2 210 | 0,00 | 280 | 10,67 | ||||
| 2025-07-21 | 13F | Financial Services Advisory Inc | 13 409 | −6,50 | 1 700 | 3,16 | ||||
| 2025-08-11 | 13F | Bell Investment Advisors, Inc | 1 787 | 95,09 | 226 | 115,24 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 4 787 | −1,26 | 607 | 8,99 | ||||
| 2025-05-07 | 13F | WMS Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-05 | 13F | Lindbrook Capital, Llc | 100 | 0,00 | 11 | −8,33 | ||||
| 2025-07-25 | 13F | Natural Investments, Llc | 3 061 | −16,55 | 0 | |||||
| 2025-05-09 | 13F | Advyzon Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Bradley & Co. Private Wealth Management, LLC | 3 984 | 0,00 | 505 | 10,28 | ||||
| 2025-07-11 | 13F | Mallini Complete Financial Planning LLC | 432 | 10,49 | ||||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 850 | 0,00 | 108 | 10,31 | ||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 431 | 0,00 | 55 | 10,20 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 21 595 | 2,14 | 2 737 | 12,73 | ||||
| 2025-07-17 | 13F | New Covenant Trust Company, N.A. | 16 283 | 0,00 | 2 051 | 10,39 | ||||
| 2025-08-01 | 13F | Capital Investment Counsel, LLC | 6 000 | −10,03 | 760 | −0,78 | ||||
| 2025-08-11 | 13F | Hexagon Capital Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Axis Wealth Partners, LLC | 2 172 | 0,88 | 275 | 11,34 | ||||
| 2025-07-28 | 13F | Smart Portfolios, LLC | 7 432 | −1,08 | 942 | 9,15 | ||||
| 2025-08-11 | 13F | Heritage Wealth Advisors | 165 | 0,00 | 21 | 11,11 | ||||
| 2025-07-15 | 13F | Retirement Income Solutions, Inc | 1 607 | 204 | ||||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 27 502 | 8,24 | 3 486 | 19,47 | ||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 390 | 0,00 | 49 | 11,36 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 590 215 | −9,33 | 74 817 | 0,10 | ||||
| 2025-04-28 | 13F | Strategic Financial Concepts, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-10 | 13F | Charter Oak Capital Management, LLC | 75 706 | −0,90 | 9 596 | 9,36 | ||||
| 2025-08-14 | 13F | Glenview Trust Co | 42 500 | 0,00 | 5 387 | 10,35 | ||||
| 2025-07-21 | 13F | West Financial Advisors, LLC | 5 213 | 0,00 | 661 | 10,37 | ||||
| 2025-07-14 | 13F | Signature Securities Group Corporation | 2 484 | 0,20 | 315 | 10,56 | ||||
| 2025-07-25 | 13F | JustInvest LLC | 15 933 | −4,96 | 2 020 | 4,88 | ||||
| 2025-08-05 | 13F | Crestwood Advisors Group LLC | 19 844 | −4,02 | 2 515 | 5,89 | ||||
| 2025-07-23 | 13F | Bluestem Financial Advisors, Llc | 10 507 | −7,12 | 1 332 | 2,46 | ||||
| 2025-07-31 | 13F | Fielder Capital Group LLC | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Financial Counselors Inc | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Wolff Wiese Magana Llc | 330 | 0,00 | 42 | 10,81 | ||||
| 2025-07-24 | 13F | Ulland Investment Advisors, LLC | 3 880 | 0,00 | 0 | |||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 588 010 | 2,66 | 74 530 | 13,27 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 5 973 | −30,88 | 757 | −23,92 | ||||
| 2025-07-16 | 13F | Meridian Financial, LLC | 4 718 | −4,07 | 598 | 6,03 | ||||
| 2025-08-01 | 13F | GoalVest Advisory LLC | 11 539 | 32,37 | 1 463 | 46,05 | ||||
| 2025-08-13 | 13F | Harfst & Associates, Inc. | 1 891 | 0,00 | 240 | 10,14 | ||||
| 2025-05-02 | 13F | Hudock, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 11 817 | 0,00 | 1 498 | 10,32 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 23 929 | −1,19 | 3 033 | 9,06 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 7 894 | −0,13 | 1 001 | 10,25 | ||||
| 2025-07-17 | 13F | Refined Wealth Management | 1 833 | 0,00 | 232 | 10,48 | ||||
| 2025-08-07 | 13F | LFA - Lugano Financial Advisors SA | 1 343 | −97,19 | 170 | −96,91 | ||||
| 2025-05-15 | 13F | Two Sigma Securities, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Diversified Enterprises, LLC | 4 099 | −12,10 | 520 | −2,99 | ||||
| 2025-08-05 | 13F | Freestone Capital Holdings, LLC | 7 479 | −27,99 | 948 | −20,62 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 1 859 | 236 | ||||||
| 2025-08-11 | 13F | Wescott Financial Advisory Group, LLC | 13 730 | 16,96 | 1 740 | 29,08 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 3 735 | 92,23 | 473 | 112,11 | ||||
| 2025-07-22 | 13F | Relyea Zuckerberg Hanson LLC | 27 110 | −3,98 | 3 436 | 5,95 | ||||
| 2025-08-06 | 13F/A | Flagship Private Wealth, LLC | 2 354 | −0,59 | 298 | 9,56 | ||||
| 2025-08-01 | 13F | Chilton Capital Management Llc | 145 | −51,67 | 18 | −47,06 | ||||
| 2025-05-05 | 13F | Diversify Advisory Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 2 088 | 0,00 | 265 | 10,46 | ||||
| 2025-07-31 | 13F | Kathleen S. Wright Associates Inc. | 96 | 12 | ||||||
| 2025-07-30 | 13F | Evermay Wealth Management Llc | 0 | −100,00 | 0 | |||||
| 2025-08-18 | 13F | Pacific Center for Financial Services | 4 254 | 0,05 | 539 | 10,45 | ||||
| 2025-08-05 | 13F | Kesler, Norman & Wride, LLC | 4 662 | 0,00 | 591 | 10,28 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 2 331 | 295 | ||||||
| 2025-07-09 | 13F | Parkside Advisors LLC | 9 217 | −2,13 | 1 168 | 8,05 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 3 191 | 405 | ||||||
| 2025-08-14 | 13F | Wealth Preservation Advisors, LLC | 114 | −45,19 | 14 | −39,13 | ||||
| 2025-05-16 | 13F | Arete Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Archetype Wealth Partners | 3 543 | −4,22 | 0 | |||||
| 2025-07-22 | 13F | Financial Insights, Inc. | 1 840 | 0,00 | 233 | 10,43 | ||||
| 2025-07-21 | 13F/A | Abacus Planning Group, Inc. | 8 627 | −1,78 | 1 093 | 8,43 | ||||
| 2025-07-07 | 13F | Investors Research Corp | 645 | 8,77 | 82 | 19,12 | ||||
| 2025-07-14 | 13F | Parkshore Wealth Management, Inc. | 1 697 | 215 | ||||||
| 2025-07-15 | 13F | BigSur Wealth Management LLC | 32 000 | 0,00 | 4 056 | 10,37 | ||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 6 516 | 3,12 | 826 | 13,79 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 3 283 | 0,00 | 416 | 10,34 | ||||
| 2025-07-11 | 13F | Colorado Capital Management, Inc. | 13 469 | −9,82 | 2 | −50,00 | ||||
| 2025-05-13 | 13F | Granite Investment Partners, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 4 384 | 1,98 | 556 | 12,58 | ||||
| 2025-08-05 | 13F | McGinn Investment Management, Inc. | 8 098 | −0,17 | 1 | |||||
| 2025-08-14 | 13F | Connecticut Wealth Management, LLC | 3 082 | 7,80 | 391 | 18,90 | ||||
| 2025-07-29 | 13F | Angeles Wealth Management, Llc | 45 | 6 | ||||||
| 2025-08-11 | 13F | Farrow Financial Inc. | 97 580 | 1,31 | 12 368 | 11,79 | ||||
| 2025-08-08 | 13F | Mjp Associates Inc /adv | 1 682 | −24,84 | 213 | −17,12 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 425 834 | −71,61 | 53 975 | −68,67 | ||||
| 2025-08-12 | 13F | Journey Strategic Wealth Llc | 9 644 | −3,62 | 1 222 | 6,35 | ||||
| 2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 5 397 | 0,90 | 684 | 11,40 | ||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 30 270 | −1,91 | 3 928 | 10,81 | ||||
| 2025-08-13 | 13F | Milestone Investment Advisors LLC | 12 445 | −13,34 | 1 577 | −4,37 | ||||
| 2025-07-29 | 13F | TFC Financial Management | 8 690 | 1 101 | ||||||
| 2025-07-25 | 13F | Concord Wealth Partners | 540 | 68 | ||||||
| 2025-08-13 | 13F | Baker Avenue Asset Management, LP | 11 642 | −12,60 | 1 476 | −3,59 | ||||
| 2025-08-08 | 13F | Wealth Alliance | 3 270 | 0,21 | 414 | 10,70 | ||||
| 2025-08-08 | 13F | Tanglewood Legacy Advisors, LLC | 104 | 0,00 | 13 | 18,18 | ||||
| 2025-07-23 | 13F | Litman Gregory Asset Management LLC | 14 751 | 0,00 | 1 870 | 10,33 | ||||
| 2025-08-04 | 13F | Ledyard National Bank | 22 347 | 5,76 | 2 832 | 16,69 | ||||
| 2025-08-13 | 13F | Colonial Trust Advisors | 650 | 0,00 | 82 | 10,81 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 1 305 | −29,19 | 165 | −21,80 | ||||
| 2025-08-13 | 13F | Aufman Associates Inc | 2 615 | 0,15 | 331 | 10,70 | ||||
| 2025-07-23 | 13F | Winthrop Advisory Group LLC | 12 287 | −3,75 | 1 557 | 6,21 | ||||
| 2025-07-25 | 13F | Wealth Architects, LLC | 2 734 | −12,60 | 347 | −3,62 | ||||
| 2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 9 708 | 6,35 | 1 231 | 17,37 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 106 435 | 1,24 | 13 491 | 11,70 | ||||
| 2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Brown Advisory Inc | 4 998 | 0,00 | 633 | 10,28 | ||||
| 2025-08-05 | 13F | Allodium Investment Consultants, LLC | 3 938 | 19,66 | 499 | 32,01 | ||||
| 2025-08-13 | 13F | IAG Wealth Partners, LLC | 2 059 | 10,82 | 261 | 22,07 | ||||
| 2025-07-18 | 13F | Parsons Capital Management Inc/ri | 5 481 | −2,92 | 695 | 7,10 | ||||
| 2025-07-22 | 13F | Penobscot Investment Management Company, Inc. | 2 056 | 0,00 | 261 | 10,17 | ||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 12 240 | 0,00 | 1 551 | 10,31 | ||||
| 2025-08-07 | 13F | Flagship Wealth Advisors, Llc | 871 | −26,81 | 110 | −19,12 | ||||
| 2025-04-15 | 13F | Transform Wealth, LLC | 2 883 | −5,63 | 331 | −10,78 | ||||
| 2025-08-08 | 13F | Bailard, Inc. | 22 868 | −6,09 | 2 899 | 3,61 | ||||
| 2025-07-29 | 13F | Crux Wealth Advisors | 6 181 | −79,83 | 783 | −77,76 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 317 | 0,00 | 40 | 25,00 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 5 038 | −2,08 | 639 | 7,95 | ||||
| 2025-07-28 | 13F | WJ Wealth Management, LLC | 5 400 | 0,00 | 684 | 10,32 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 1 700 | −86,07 | 215 | −84,65 | ||||
| 2025-07-17 | 13F | Keystone Global Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 1 614 | 205 | ||||||
| 2025-08-14 | 13F | Permanens Capital L.P. | 24 577 | −49,47 | 3 115 | −44,25 | ||||
| 2025-08-13 | 13F | Capital Advisors Wealth Management, LLC | 2 127 | −4,62 | 270 | 5,08 | ||||
| 2025-08-05 | 13F | Arrowroot Family Office, LLC | 2 879 | −15,79 | 365 | −12,29 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 5 524 | 700 | ||||||
| 2025-05-02 | 13F | Wealthfront Advisers Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Addison Advisors LLC | 12 212 | −0,12 | 1 548 | 10,19 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 2 382 | 0,00 | 302 | 10,26 | ||||
| 2025-08-06 | 13F | Hallmark Capital Management Inc | 350 | 0,00 | 44 | 10,00 | ||||
| 2025-07-15 | 13F | Affinity Wealth Management Llc | 3 406 | 0,00 | 432 | 10,23 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 232 | 0,00 | 0 | |||||
| 2025-05-07 | 13F | Mitchell Sinkler & Starr/pa | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Corundum Group, Inc. | 64 099 | −3,31 | 8 125 | 6,70 | ||||
| 2025-08-15 | 13F | Global View Capital Management LLC | 1 902 | −40,00 | 241 | −33,79 | ||||
| 2025-05-14 | 13F | Pilgrim Partners Asia Pte Ltd | 6 800 | 21,43 | 781 | 14,85 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 9 044 | 0,00 | 1 146 | 10,40 | ||||
| 2025-07-28 | 13F | Morris Financial Concepts, Inc. | 5 555 | 13,46 | 704 | 25,27 | ||||
| 2025-08-13 | 13F | Acorns Advisers, LLC | 426 341 | 11,56 | 54 | 25,58 | ||||
| 2025-08-06 | 13F | Trillium Asset Management, Llc | 3 648 | −2,67 | 462 | 7,19 | ||||
| 2025-07-17 | 13F | Willow Creek Wealth Management Inc. | 7 679 | 0,00 | 973 | 10,32 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 432 818 | −10,51 | 54 860 | −1,25 | ||||
| 2025-07-30 | 13F | Pittenger & Anderson Inc | 1 942 | 0,00 | 246 | 10,31 | ||||
| 2025-07-14 | 13F | Sound Stewardship, LLC | 3 383 | −60,35 | 429 | −56,33 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 16 400 | 62,78 | 2 079 | 79,60 | ||||
| 2025-08-07 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 3 937 | 0,25 | 499 | 10,64 | ||||
| 2025-08-08 | 13F | eCIO, Inc. | 58 174 | 95,66 | 7 374 | 115,90 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 344 | −56,35 | 44 | −52,22 | ||||
| 2025-08-18 | 13F | Front Row Advisors LLC | 423 | 0,00 | 54 | 10,42 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 178 395 | −2,40 | 22 612 | 7,70 | ||||
| 2025-08-12 | 13F | Richmond Investment Services, LLC | 4 662 | 100,17 | 591 | 120,97 | ||||
| 2025-07-23 | 13F | Vontobel Holding Ltd. | 4 864 | 0,00 | 617 | 10,39 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 27 974 | 9,34 | 3 525 | 20,64 | ||||
| 2025-07-15 | 13F | Graypoint LLC | 5 014 | 0,02 | 635 | 10,43 | ||||
| 2025-07-23 | 13F | Traphagen Investment Advisors Llc | 7 589 | −8,29 | 962 | 1,16 | ||||
| 2025-07-10 | 13F | Ferguson Wellman Capital Management, Inc | 2 676 | −13,00 | 339 | −3,97 | ||||
| 2025-08-12 | 13F | Foster Dykema Cabot & Partners, Llc | 1 136 | 0,00 | 144 | 10,00 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 2 278 | 0,00 | 289 | 10,34 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 11 542 | 5,26 | 1 463 | 16,20 | ||||
| 2025-07-23 | 13F | Bear Mountain Capital, Inc. | 37 899 | 4,14 | 4 846 | 16,43 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 6 296 | 0,00 | 798 | 10,24 | ||||
| 2025-07-10 | 13F | Shira Ridge Wealth Management | 287 444 | −0,01 | 36 434 | 10,33 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 1 268 | −5,44 | 161 | 3,90 | ||||
| 2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 2 451 | 0,00 | 311 | 10,32 | ||||
| 2025-08-13 | 13F | Millstone Evans Group, LLC | 731 | 0,00 | 93 | 10,84 | ||||
| 2025-08-14 | 13F | Oxford Financial Group Ltd | 2 998 | 0,00 | 380 | 10,17 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Mason & Associates Inc | 2 020 | 0,00 | 256 | 10,34 | ||||
| 2025-08-06 | 13F | Round Rock Advisors, LLC | 8 616 | −3,48 | 1 092 | 6,54 | ||||
| 2025-07-30 | 13F | Klingman & Associates, LLC | 2 694 | 0,00 | 341 | 10,36 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 45 818 | −10,87 | 5 807 | −1,64 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 806 204 | −1,00 | 102 186 | 9,24 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 53 058 | −2,88 | 6 725 | 7,17 | ||||
| 2025-07-29 | 13F | Progressive Investment Management Corp | 4 000 | 0,00 | 507 | 10,46 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 3 333 | 29,89 | 422 | 43,54 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 3 011 | −7,64 | 382 | 1,87 | ||||
| 2025-07-22 | 13F | Marks Group Wealth Management, Inc | 4 878 | 0,00 | 618 | 10,36 | ||||
| 2025-08-05 | 13F | Pointe Capital Management LLC | 1 752 | 0,00 | 222 | 10,45 | ||||
| 2025-07-30 | 13F | Red Crane Wealth Management, Llc | 9 062 | 3,28 | 1 149 | 14,00 | ||||
| 2025-08-08 | 13F | Accredited Investors Inc. | 55 584 | −6,95 | 7 045 | 2,68 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 1 800 | −1,04 | 228 | 9,62 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 832 | 105 | ||||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 14 890 | 15,21 | 1 887 | 27,16 | ||||
| 2025-08-11 | 13F | Highview Capital Management LLC/DE/ | 3 413 | 0,00 | 433 | 10,20 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 19 827 | −8,49 | 3 | 0,00 | ||||
| 2025-07-15 | 13F | Pine Haven Investment Counsel, Inc | 3 279 | 0,00 | 416 | 10,37 |
Other Listings
| MX:SUSA |
