Grundläggande statistik
| Institutionella ägare | 457 total, 455 long only, 0 short only, 2 long/short - change of 1,99% MRQ |
| Genomsnittlig portföljallokering | 1.1737 % - change of 8,05% MRQ |
| Institutionella aktier (lång) | 120 680 755 (ex 13D/G) - change of 7,27MM shares 6,41% MRQ |
| Institutionellt värde (lång) | $ 6 721 445 USD ($1000) |
Institutionellt ägande och aktieägare
Vanguard Scottsdale Funds - Vanguard Long-Term Treasury ETF (US:VGLT) har 457 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 120,680,755 aktier. Största aktieägare inkluderar Empower Advisory Group, LLC, Ameriprise Financial Inc, Morgan Stanley, Voya Investment Management Llc, Bank Of America Corp /de/, Nepc Llc, Cassaday & Co Wealth Management LLC, SCS Capital Management LLC, Nan Shan Life Insurance Co., Ltd., and Mirae Asset Global Investments Co., Ltd. .
Vanguard Scottsdale Funds - Vanguard Long-Term Treasury ETF (NasdaqGM:VGLT) 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 12, 2025 is 57,18 / share. Previously, on September 16, 2024, the share price was 63,23 / share. This represents a decline of 9,57% over that period.
Fondsentimentets poäng
Fondsentimentet poängen(fka Ägarackumulation-poäng) visar vilka aktier som är mest köpta av fonder. Det är resultatet av en sofistikerad kvantitativ flerfaktormodell som identifierar företag med de högsta nivåerna av institutionell ackumulering. Poängsättningsmodellen använder en kombination av den totala ökningen av redovisade ägare, förändringarna i portföljallokeringarna för dessa ägare och andra mått. Siffran sträcker sig från 0 till 100, där högre siffror indikerar en högre nivå av ackumulering i förhållande till sina konkurrenter, och 50 är genomsnittet.
Uppdateringsfrekvens: Dagligen
Se Ownership Explorer, som innehåller en lista över de högst rankade företagen.
Institutionell sälj/köp-kvot
Förutom att rapportera vanliga eget kapital- och skuldemissioner måste institutioner med mer än 100MM tillgångar under förvaltning också avslöja sina innehav av sälj- och köpoptioner. Eftersom säljoptioner i allmänhet indikerar ett negativt sentiment och köpoptioner indikerar ett positivt sentiment, kan vi få en uppfattning om det övergripande institutionella sentimentet genom att plotta förhållandet mellan säljoptioner och köpoptioner. Diagrammet till höger visar det historiska förhållandet mellan sälj- och köpoptioner för detta instrument.
Genom att använda sälj/köp-kvoten som en indikator på aktieägarnas sentiment undviker man en av de största bristerna med att använda det totala institutionella ägandet, nämligen att en betydande del av de förvaltade tillgångarna investeras passivt för att följa index. Passivt förvaltade fonder köper vanligtvis inte optioner, så indikatorn för sälj/köp-kvoten ger en bättre bild av stämningen i aktivt förvaltade fonder.
13F- och NPORT-arkiveringar
Detaljer om 13F-arkiveringar är gratis. Detaljer om NP-arkiveringar kräver ett premiummedlemskap. Gröna rader indikerar nya positioner. Röda rader indikerar stängda positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
Uppgradera
för att låsa upp premiumdata och exportera till Excel 
.
| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Betterment LLC | 329 777 | −21,98 | 19 | −25,00 | ||||
| 2025-08-07 | 13F | Flagship Wealth Advisors, Llc | 81 168 | −2,48 | 4 555 | −4,99 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 4 615 | −19,30 | 259 | −21,58 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 92 | 228,57 | 5 | 400,00 | ||||
| 2025-07-18 | 13F | Bridge Generations Wealth Management Llc | 387 | 0,00 | 22 | −4,55 | ||||
| 2025-07-22 | 13F | Oak Hill Wealth Advisors, Llc | 58 070 | 3,92 | 3 181 | −1,18 | ||||
| 2025-07-23 | 13F | H&H Retirement Design & Management INC | 4 425 | −48,03 | 243 | −47,96 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 11 700 | 101,72 | 657 | 96,41 | |||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 4 052 | −53,88 | 227 | −55,14 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 34 220 | 1 920 | ||||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 19 772 | −59,05 | 1 110 | −60,12 | ||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 439 846 | −6,41 | 24 684 | −8,83 | ||||
| 2025-07-23 | 13F | Financial Life Advisors | 206 913 | 30,06 | 11 612 | 26,69 | ||||
| 2025-04-28 | 13F | Coastline Trust Co | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Northern Trust Corp | 7 299 | −63,38 | 410 | −64,37 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 472 | 0,00 | 26 | −3,70 | ||||
| 2025-03-17 | 13F/A | NorthCrest Asset Manangement, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-03 | 13F | Garde Capital, Inc. | 2 664 | 0,00 | 150 | −2,61 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 2 148 | 469,76 | 121 | 471,43 | ||||
| 2025-07-23 | NP | IRSPX - Voya Target Retirement 2045 Fund Class I | 71 851 | 111,33 | 3 950 | 99,24 | ||||
| 2025-07-14 | 13F | Wooster Corthell Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 959 | −45,73 | 54 | −45,36 | ||||
| 2025-08-26 | NP | VSPAX - Voya Solution 2060 Portfolio Class ADV | 6 463 | −41,06 | 363 | −42,72 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 788 157 | 6,80 | 44 231 | 4,04 | ||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 6 653 | 373 | ||||||
| 2025-07-16 | 13F | One + One Wealth Management, Llc | 245 276 | 29,73 | 13 765 | 26,38 | ||||
| 2025-07-18 | 13F | Vicus Capital | 164 718 | 2,98 | 9 244 | 0,30 | ||||
| 2025-07-15 | 13F | North Star Investment Management Corp. | 40 | 2 | ||||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 15 154 | 30,16 | 850 | 26,87 | ||||
| 2025-08-28 | NP | GPMIX - GuidePath(R) Multi-Asset Income Allocation Fund Service Shares | 72 625 | 39,24 | 4 076 | 35,65 | ||||
| 2025-08-26 | NP | VIQIX - Voya Index Solution 2065 Portfolio Class I | 31 860 | −7,37 | 1 788 | −9,88 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 193 | 2,12 | 11 | 0,00 | ||||
| 2025-08-08 | 13F | Calamos Advisors LLC | 17 596 | 5,23 | 987 | 2,49 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 20 962 | 173,19 | 1 166 | 165,98 | ||||
| 2025-07-21 | 13F | Ashton Thomas Securities, Llc | 1 712 | 96 | ||||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 59 127 | −2,70 | 3 318 | −5,20 | ||||
| 2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 81 494 | 12,95 | 4 573 | 10,03 | ||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-05-05 | 13F | Private Advisor Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Checchi Capital Advisers, LLC | 300 912 | 22,59 | 16 887 | 19,43 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 0 | 0 | ||||||
| 2025-08-07 | 13F | Allworth Financial LP | 303 400 | 1,04 | 17 027 | 1,18 | ||||
| 2025-08-26 | NP | IRCAX - Voya Retirement Conservative Portfolio Class ADV | 89 672 | 5 032 | ||||||
| 2025-08-28 | NP | GPAAX - Grant Park Multi Alternative Strategies Fund Class A | 35 408 | −42,33 | 1 987 | −43,82 | ||||
| 2025-07-23 | NP | VTUFX - Voya Target Retirement 2065 Fund Class R6 | 4 678 | 3,68 | 257 | 0,39 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 8 | 0,00 | 0 | |||||
| 2025-08-14 | 13F | Cambridge Associates Llc /ma/ /adv | 2 644 422 | 27,80 | 136 515 | 14,52 | ||||
| 2025-08-04 | 13F | One Day In July LLC | 33 260 | −30,60 | 1 867 | −32,39 | ||||
| 2025-08-12 | 13F | Miller Financial Services LLC | 7 900 | 443 | ||||||
| 2025-08-14 | 13F | Tudor Investment Corp Et Al | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 38 815 | −10,35 | 2 178 | −12,67 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 112 | 6 | ||||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 37 837 | 57,35 | 2 | 100,00 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 1 987 | −0,50 | 111 | −3,48 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 98 | 0,00 | 6 | 0,00 | ||||
| 2025-07-23 | NP | IRSOX - Voya Target Retirement 2040 Fund Class I | 67 085 | 59,99 | 3 688 | 50,80 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Hennion & Walsh Asset Management, Inc. | 120 067 | 10,22 | 6 738 | 7,38 | ||||
| 2025-08-05 | 13F | Tsfg, Llc | 3 583 | −18,46 | 0 | |||||
| 2025-07-25 | 13F | Ackerman Capital Advisors, LLC | 96 927 | −2,10 | 5 440 | −4,63 | ||||
| 2025-08-12 | 13F | SlateStone Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 195 746 | 5,19 | 10 985 | 2,47 | ||||
| 2025-07-03 | 13F | Collective Family Office Llc | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Websterrogers Financial Advisors, Llc | 138 098 | 1,01 | 7 750 | −1,60 | ||||
| 2025-07-18 | 13F | Cantor Fitzgerald Investment Adviser L.p. | 68 255 | −0,56 | 3 830 | −3,14 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 142 837 | 8 016 | ||||||
| 2025-08-07 | 13F | Legacy Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Liberty Wealth Management Llc | 78 536 | 3,09 | 4 407 | 0,41 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 7 059 | 396 | ||||||
| 2025-08-14 | 13F | Fort Point Capital Partners LLC | 252 881 | 49,71 | 14 192 | 45,85 | ||||
| 2025-08-14 | 13F | Optiver Holding B.V. | 58 678 | 3 293 | ||||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 936 819 | 3 756,81 | 52 574 | 3 657,97 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 866 | −40,73 | 0 | |||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 58 003 | 23,20 | 3 | 50,00 | ||||
| 2025-05-08 | 13F | UNIVEST FINANCIAL Corp | 0 | −100,00 | 0 | |||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 370 100 | 262,81 | 20 770 | 253,47 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 778 | 44 | ||||||
| 2025-07-30 | 13F | Nottingham Advisors, Inc. | 380 343 | 1,04 | 21 345 | −1,57 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 2 147 | 120 | ||||||
| 2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 7 932 | 87,65 | 441 | 82,99 | ||||
| 2025-08-01 | 13F | Strategic Financial Services, Inc, | 1 174 478 | 13,38 | 65 912 | 10,44 | ||||
| 2025-08-14 | 13F | Vident Advisory, LLC | 16 308 | −41,91 | 915 | −43,41 | ||||
| 2025-07-09 | 13F | Market Street Wealth Management Advisors Llc | 7 006 | 0,00 | 393 | −2,48 | ||||
| 2025-08-05 | 13F | Verity Asset Management, Inc. | 12 255 | 0,16 | 688 | −2,41 | ||||
| 2025-07-09 | 13F | Breakwater Investment Management | 2 830 | 0,00 | 159 | −3,07 | ||||
| 2025-08-05 | 13F | Tme Financial, Inc. | 5 755 | 0,72 | 323 | −2,13 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 11 172 | −44,76 | 627 | −46,27 | ||||
| 2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 262 | 1,16 | 15 | 0,00 | ||||
| 2025-08-12 | 13F | Journey Strategic Wealth Llc | 8 726 | −42,14 | 490 | −43,66 | ||||
| 2025-08-26 | NP | IASPX - Voya Solution 2055 Portfolio Class ADV | 31 509 | −47,05 | 1 768 | −48,48 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 7 501 | 3,94 | 421 | 1,20 | ||||
| 2025-08-26 | NP | IDXPX - Voya Index Solution 2050 Portfolio Class ADV | 163 385 | −38,55 | 9 169 | −40,21 | ||||
| 2025-07-22 | 13F | Duncan Williams Asset Management, LLC | 22 612 | 1 269 | ||||||
| 2025-04-30 | 13F | AlphaStar Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 54 600 | −80,09 | 3 064 | −80,60 | ||||
| 2025-07-11 | 13F | Quadratic Capital Management LLC | 139 823 | −6,45 | 7 847 | −8,54 | ||||
| 2025-06-27 | NP | DSCF - Discipline Fund ETF | 178 640 | 7,87 | 10 154 | 10,14 | ||||
| 2025-08-05 | 13F | Cassaday & Co Wealth Management LLC | 4 356 556 | 15,21 | 244 490 | 12,23 | ||||
| 2025-08-14 | 13F | Full Sail Capital, LLC | 303 555 | 3,95 | 17 035 | 1,26 | ||||
| 2025-07-15 | 13F | Compagnie Lombard Odier SCmA | 31 181 | 7,06 | 1 750 | 4,29 | ||||
| 2025-08-14 | 13F | Fiduciary Trust Co | 4 130 | 2,25 | 232 | −0,43 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 435 | −1,58 | 24 | −4,00 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 2 407 | 5,85 | 135 | 3,05 | ||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 41 | 0,00 | 2 | 0,00 | ||||
| 2025-08-06 | 13F | Shade Tree Advisors LLC | 6 095 | 0,00 | 342 | −2,56 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 0 | −100,00 | 0 | |||||
| 2025-07-23 | NP | IRSQX - Voya Target Retirement 2050 Fund Class I | 18 405 | −35,42 | 1 012 | −37,67 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 16 267 | −56,27 | 913 | −57,44 | ||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 13 668 | 2,95 | 767 | 0,39 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 7 | 0,00 | 0 | |||||
| 2025-04-29 | 13F | Bolthouse Investments, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-13 | 13F | Quadrature Capital Ltd | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-05-12 | 13F | LaSalle St. Investment Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-18 | 13F | Pacific Capital Wealth Advisors, Inc | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Westshore Wealth, LLC | 162 530 | 4,00 | 9 121 | 1,31 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 64 | 4 | ||||||
| 2025-08-01 | 13F | First National Trust Co | 124 019 | 2,49 | 6 960 | −0,16 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 75 392 | −1,70 | 4 231 | −4,23 | ||||
| 2025-08-04 | 13F | Lockheed Martin Investment Management Co | 550 000 | 0,00 | 30 866 | −2,58 | ||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 24 018 | 1 525,03 | 1 348 | 1 396,67 | ||||
| 2025-05-09 | 13F | Manchester Capital Management LLC | 0 | −100,00 | 0 | |||||
| 2025-05-08 | 13F | Eastern Bank | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 21 301 | −35,04 | 1 195 | −36,74 | ||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 168 282 | −2,29 | 9 444 | −4,82 | ||||
| 2025-08-26 | NP | IDXKX - Voya Index Solution 2040 Portfolio Class ADV | 568 364 | 57,77 | 31 897 | 53,69 | ||||
| 2025-08-13 | 13F | Truvestments Capital Llc | 5 359 | −5,63 | 301 | −8,26 | ||||
| 2025-08-28 | NP | RQIAX - RESQ Strategic Income Fund Class A Shares | 83 000 | 0,00 | 4 658 | −2,59 | ||||
| 2025-06-26 | NP | MSTGX - Morningstar Global Income Fund | 177 746 | 19,50 | 10 103 | 22,02 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 3 763 | 5,94 | 0 | |||||
| 2025-07-28 | 13F | Perfromance Wealth Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Topsail Wealth Management, LLC | 4 915 | 276 | ||||||
| 2025-05-13 | 13F | Sand Hill Global Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-15 | 13F | Sightline Wealth Advisors, LLC | 12 674 | 1,10 | 711 | −1,52 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 832 597 | 18,67 | 46 725 | 15,60 | ||||
| 2025-04-28 | 13F | Lincoln Capital Corp | 0 | −100,00 | 0 | |||||
| 2025-05-12 | 13F | Townsquare Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 5 823 | −61,99 | 327 | −63,04 | ||||
| 2025-04-09 | 13F | RFG Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Community Bank, N.A. | 8 105 | −14,37 | 455 | −16,70 | ||||
| 2025-07-17 | 13F | Stephens Group Asset Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Charles Schwab Trust Co | 0 | −100,00 | 0 | |||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-19 | 13F | Delos Wealth Advisors, LLC | 126 | 7 | ||||||
| 2025-07-22 | 13F | Global Assets Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 602 | 34 | ||||||
| 2025-07-07 | 13F | Versant Capital Management, Inc | 55 881 | 9,62 | 3 136 | 6,81 | ||||
| 2025-05-01 | 13F | Grant/GrossMendelsohn, LLC | 41 284 | −5,47 | 2 342 | −3,14 | ||||
| 2025-07-22 | 13F | Inlight Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Rinkey Investments | 122 515 | 1,68 | 6 876 | −0,95 | ||||
| 2025-04-29 | NP | ATACX - ATAC Rotation Fund Investor Class Shares | 221 339 | −3,66 | 12 908 | −1,32 | ||||
| 2025-04-21 | 13F | Hartford Financial Management Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Moser Wealth Advisors, LLC | 4 665 | 0,30 | 262 | −2,25 | ||||
| 2025-08-13 | 13F | Balance Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-26 | NP | ISQAX - Voya Solution 2035 Portfolio Class ADV | 315 356 | 57,62 | 17 698 | 53,54 | ||||
| 2025-04-30 | 13F | Adapt Wealth Advisors, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-26 | NP | ISWAX - Voya Solution Income Portfolio Class ADV | 53 487 | 2,43 | 3 002 | −0,23 | ||||
| 2025-07-30 | 13F/A | Old Point Trust & Financial Services N A | 184 | 0,00 | 10 | 0,00 | ||||
| 2025-05-15 | 13F | Bramshill Investments, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Acute Investment Advisory, Llc | 7 201 | −45,48 | 404 | −46,84 | ||||
| 2025-04-17 | 13F | Janney Montgomery Scott LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Gould Asset Management Llc /ca/ | 29 635 | −33,40 | 1 663 | −35,12 | ||||
| 2025-07-31 | 13F | TSA Wealth Managment LLC | 22 189 | 1 245 | ||||||
| 2025-05-15 | 13F | Human Investing LLC | 0 | −100,00 | 0 | |||||
| 2025-04-23 | 13F | E Fund Management (Hong Kong) Co., Ltd. | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Harvest Portfolios Group Inc. | 791 627 | −5,10 | 44 426 | −7,56 | ||||
| 2025-08-06 | 13F | Hallmark Capital Management Inc | 0 | −100,00 | 0 | |||||
| 2025-07-23 | NP | IRSVX - Voya Target Retirement 2055 Fund Class I | 24 897 | 2,18 | 1 369 | −1,37 | ||||
| 2025-08-13 | 13F | Trustmark National Bank Trust Department | 65 475 | −1,63 | 3 674 | −4,17 | ||||
| 2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 126 | 0,00 | 7 | 0,00 | ||||
| 2025-08-11 | 13F | Pineridge Advisors LLC | 284 | −67,51 | 16 | −70,00 | ||||
| 2025-07-22 | 13F | Warwick Investment Management, Inc. | 8 008 | 449 | ||||||
| 2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 7 | 0 | ||||||
| 2025-04-23 | 13F | GHP Investment Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-26 | NP | IDXHX - Voya Index Solution 2030 Portfolio Class S | 514 537 | 57,00 | 28 876 | 52,94 | ||||
| 2025-08-13 | 13F | SMART Wealth LLC | 63 726 | 14,06 | 3 576 | 11,12 | ||||
| 2025-08-19 | 13F | MRP Capital Investments, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Income Research & Management | 705 962 | 39 619 | ||||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 220 298 | −45,75 | 12 363 | −47,15 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F/A | MJT & Associates Financial Advisory Group, Inc. | 141 | 0,00 | 8 | −12,50 | ||||
| 2025-08-13 | 13F | Invesco Ltd. | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Olistico Wealth, LLC | 27 | 0,00 | 2 | 0,00 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Howard Bailey Securities, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Frazier Financial Advisors, LLC | 1 | 0 | ||||||
| 2025-08-08 | 13F | Thrive Capital Management, LLC | 28 088 | 1 576 | ||||||
| 2025-05-14 | 13F | Orion Portfolio Solutions, LLC | 5 693 | 0,00 | 315 | 0,00 | ||||
| 2025-08-05 | 13F | W.G. Shaheen & Associates DBA Whitney & Co | 5 463 | 6,22 | 307 | 3,38 | ||||
| 2025-07-09 | 13F | O'Brien Wealth Partners LLC | 162 414 | 2,42 | 9 115 | −0,24 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 48 808 | −13,29 | 2 739 | −15,52 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 35 465 | 107,91 | 2 | |||||
| 2025-08-13 | 13F | Millstone Evans Group, LLC | 271 | 0,00 | 15 | 0,00 | ||||
| 2025-05-28 | NP | LCAIX - Lazard Opportunistic Strategies Portfolio Institutional Shares | 44 341 | −23,91 | 2 554 | −20,81 | ||||
| 2025-05-14 | 13F | Family Wealth Group, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 11 025 | 81,90 | 619 | 77,08 | ||||
| 2025-08-08 | 13F | Altfest L J & Co Inc | 19 049 | −26,45 | 1 069 | −28,35 | ||||
| 2025-08-13 | 13F | Cambria Investment Management, L.P. | 67 862 | 307,63 | 3 795 | 297,28 | ||||
| 2025-07-28 | 13F | Eq Wealth Advisors, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 361 | −70,86 | 20 | −71,83 | ||||
| 2025-08-20 | NP | HOMPX - HW Opportunities MP Fund | 50 900 | 2 857 | ||||||
| 2025-07-21 | 13F | Mirae Asset Global Investments Co., Ltd. | 2 858 699 | 3,24 | 160 430 | 9,24 | ||||
| 2025-03-20 | NP | TDSB - Cabana Target Drawdown 7 ETF | 201 475 | −9,81 | 11 216 | −13,62 | ||||
| 2025-04-28 | 13F | Fedenia Advisers LLC | 0 | −100,00 | 0 | |||||
| 2025-05-30 | NP | GPIFX - GuidePath(R) Flexible Income Allocation Fund Service Shares | 296 977 | −51,86 | 17 109 | −49,89 | ||||
| 2025-08-12 | 13F | Power Wealth Management Llc | 120 515 | −0,27 | 6 763 | −2,84 | ||||
| 2025-07-11 | 13F | Essex Savings Bank | 11 837 | 5,87 | 664 | 3,11 | ||||
| 2025-08-08 | 13F | Pinney & Scofield, Inc. | 795 | 1,15 | 45 | −2,22 | ||||
| 2025-07-14 | 13F | Iams Wealth Management, Llc | 4 056 | 228 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | Put | 4 800 | −4,00 | 269 | −6,60 | |||
| 2025-08-01 | 13F | Bessemer Group Inc | 8 000 | 6 856,52 | 0 | |||||
| 2025-07-28 | 13F | Duncker Streett & Co Inc | 205 | 0,00 | 12 | 0,00 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | Call | 58 900 | 24,26 | 3 305 | 21,06 | |||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 351 | 86,70 | 20 | 90,00 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 39 310 | 471,03 | 2 206 | 457,07 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 11 025 445 | −4,87 | 627 719 | −6,20 | ||||
| 2025-08-06 | 13F | Stokes Family Office, LLC | 43 372 | −3,47 | 2 434 | −5,95 | ||||
| 2025-08-15 | 13F | Semmax Financial Advisors Inc. | 264 | 88,57 | 15 | 100,00 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 4 742 | 0,04 | 261 | −1,14 | ||||
| 2025-07-16 | 13F | ORG Wealth Partners, LLC | 1 037 | −15,35 | 58 | −17,14 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 3 540 | 0,00 | 199 | −2,46 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 47 321 | −18,24 | 2 656 | −20,37 | ||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 708 457 | −22,14 | 39 759 | −24,15 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 6 326 | 355 | ||||||
| 2025-04-08 | 13F | Retirement Wealth Solutions LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 170 666 | 189,00 | 9 462 | 180,33 | ||||
| 2025-07-23 | NP | IRSNX - Voya Target Retirement 2035 Fund Class I | 124 115 | 60,58 | 6 823 | 51,36 | ||||
| 2025-08-13 | 13F | Everstar Asset Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-26 | NP | ISNPX - Voya Solution 2050 Portfolio Class ADV | 8 382 | −39,53 | 470 | −41,18 | ||||
| 2025-05-15 | 13F | Lebenthal Global Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-11 | 13F | Heritage Wealth Advisors | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Compass Advisory Group LLC | 145 052 | −13,53 | 8 140 | −15,76 | ||||
| 2025-08-11 | 13F | Core Wealth Partners LLC | 3 584 | −21,28 | 201 | −23,28 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 343 644 | −13,95 | 19 285 | −12,75 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 756 320 | 2,86 | 42 445 | 0,20 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 113 026 | 5,83 | 6 312 | 2,60 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 24 511 | 25,52 | 1 376 | 22,22 | ||||
| 2025-08-01 | 13F | Facet Wealth, Inc. | 455 250 | 17,24 | 25 225 | 17,09 | ||||
| 2025-08-14 | 13F | MidWestOne Financial Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 6 499 | 68,32 | 361 | 64,09 | ||||
| 2025-08-14 | 13F | Fmr Llc | 1 488 | 43,49 | 84 | 40,68 | ||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 8 094 | 454 | ||||||
| 2025-08-27 | NP | RMTBX - Aspiriant Risk-Managed Taxable Bond Fund | 290 493 | −2,43 | 16 302 | −4,96 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 1 159 | 57 850,00 | 65 | |||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 75 668 | 2,58 | 4 247 | −0,07 | ||||
| 2025-08-11 | 13F | Insight 2811, Inc. | 116 214 | 19,73 | 6 522 | 16,63 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 263 422 | 1,48 | 14 783 | −1,14 | ||||
| 2025-08-11 | 13F | Empowered Funds, LLC | 182 556 | 6,57 | 10 208 | 3,81 | ||||
| 2025-05-01 | 13F | Steel Peak Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Greenwood Capital Associates Llc | 57 234 | 16,38 | 3 212 | 13,34 | ||||
| 2025-08-05 | 13F | Marion Wealth Management | 25 712 | 1,51 | 1 443 | −1,17 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Annex Advisory Services, LLC | 28 261 | −98,96 | 1 586 | −98,99 | ||||
| 2025-08-01 | 13F | Transcend Wealth Collective, Llc | 4 399 | 247 | ||||||
| 2025-08-07 | 13F | Nwam Llc | 9 872 | −37,38 | 546 | −39,87 | ||||
| 2025-04-17 | 13F | Authentikos Wealth Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Peak Asset Management, LLC | 204 070 | 2,38 | 11 452 | −0,26 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 982 | −48,64 | 55 | −50,00 | ||||
| 2025-07-23 | NP | VRSAX - Voya Target Retirement 2060 Fund Class I | 10 740 | −22,98 | 590 | −25,60 | ||||
| 2025-07-09 | 13F | Catalyst Private Wealth, Llc | 59 306 | −0,05 | 3 328 | −2,63 | ||||
| 2025-08-08 | 13F | Tiff Advisory Services Inc | 236 171 | 18,07 | 13 254 | 15,01 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 4 859 | −18,76 | 273 | −20,93 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 253 | −0,39 | 14 | 0,00 | ||||
| 2025-07-17 | 13F | Hengehold Capital Management Llc | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Creative Planning | 14 538 | 8,61 | 816 | 5,71 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 94 773 | 5,99 | 5 319 | 3,24 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Transcendent Capital Group LLC | 42 183 | −1,49 | 2 367 | −4,01 | ||||
| 2025-08-14 | 13F | Nepc Llc | 6 519 909 | 2,56 | 365 897 | −0,09 | ||||
| 2025-04-22 | 13F | Cabana Llc | 0 | −100,00 | 0 | |||||
| 2025-04-22 | 13F | Cobblestone Asset Management LLC | 0 | −100,00 | 0 | |||||
| 2025-04-28 | 13F | D.a. Davidson & Co. | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Morningstar Investment Management LLC | 187 211 | 27,07 | 11 | 25,00 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 1 644 723 | 5,04 | 92 302 | 2,33 | ||||
| 2025-08-14 | 13F | Hirtle Callaghan & Co LLC | 1 120 | −34,54 | ||||||
| 2025-08-13 | 13F | American Investment Services, Inc. | 4 417 | 248 | ||||||
| 2025-08-14 | 13F | Talon Private Wealth, LLC | 17 735 | −44,71 | 995 | −46,04 | ||||
| 2025-08-08 | 13F | Accredited Investors Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 2 049 058 | 168,40 | 114 993 | 161,45 | ||||
| 2025-08-06 | 13F | Aspect Partners, LLC | 5 745 | −59,59 | 322 | −60,68 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Orcam Financial Group | 20 256 | 0,49 | 1 137 | −2,15 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 5 145 | −34,37 | 0 | |||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 15 | 1 | ||||||
| 2025-07-25 | 13F | Keener Financial Planning LLC | 263 | 0 | ||||||
| 2025-07-23 | 13F | REAP Financial Group, LLC | 634 | −7,71 | 36 | −10,26 | ||||
| 2025-08-12 | 13F | YANKCOM Partnership | 136 | 0,00 | 8 | 0,00 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 64 621 | 26,01 | 3 627 | 22,75 | ||||
| 2025-08-14 | 13F | Nekton Capital Ltd. | 58 260 | 3 270 | ||||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 3 740 | 0,00 | 210 | −2,79 | ||||
| 2025-07-14 | 13F | Pacifica Partners Inc. | 73 | −90,16 | 4 | −90,70 | ||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 4 | −91,84 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 701 467 | 4,41 | 39 366 | 1,71 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 503 149 | 25,82 | 28 237 | 58,41 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 61 | 3 | ||||||
| 2025-08-14 | 13F | Hurley Capital, LLC | 682 | 0,00 | 38 | −2,56 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 1 416 | 79 | ||||||
| 2025-05-12 | 13F | Jordan Park Trust Co LLC | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F/A | CX Institutional | 4 548 | 2,20 | 0 | |||||
| 2025-07-23 | NP | ISOLX - Voya Target In-Retirement Fund Class I | 57 442 | 53,37 | 3 158 | 44,55 | ||||
| 2025-08-14 | 13F | Toronto Dominion Bank | Call | 0 | −100,00 | 0 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 1 160 | −73,05 | 65 | −73,68 | ||||
| 2025-08-28 | NP | NDOW - Anydrus Advantage ETF | 20 566 | −39,47 | 1 154 | −41,03 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 19 757 | 2,44 | 1 109 | −0,27 | ||||
| 2025-07-31 | 13F | Auour Investments LLC | 5 123 | −16,41 | 288 | −17,53 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 7 356 | 413 | ||||||
| 2025-08-05 | 13F | Huntington National Bank | 41 | −8,89 | ||||||
| 2025-04-30 | 13F | Ramiah Investment Group | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Towneley Capital Management, Inc / DE | 129 951 | 133,08 | 7 293 | 127,02 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 12 225 | 36,84 | 686 | 33,46 | ||||
| 2025-08-26 | NP | ICGTX - Voya Solution Conservative Portfolio Class S2 | 17 725 | 450,98 | 995 | 437,30 | ||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 4 791 | 6,75 | 269 | 3,88 | ||||
| 2025-08-11 | 13F | Vanguard Group Inc | 14 684 | 41,40 | 824 | 37,79 | ||||
| 2025-04-22 | 13F | Integrity Wealth Solutions LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-17 | 13F | Independence Bank of Kentucky | 36 642 | 13,45 | 2 056 | 10,54 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 4 880 | −65,66 | 274 | −66,63 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 840 251 | −21,94 | 47 155 | −23,96 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 47 782 | 15,55 | 2 682 | 12,55 | ||||
| 2025-07-17 | 13F | Catalytic Wealth RIA, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | PFG Advisors | 6 122 | 51,50 | 344 | 47,84 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 289 163 | −20,96 | 16 228 | −23,01 | ||||
| 2025-09-11 | 13F | Silicon Valley Capital Partners | 100 | 6 | ||||||
| 2025-08-04 | 13F | Whalen Wealth Management Inc. | 4 932 | 277 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 42 421 | −6,96 | 2 381 | −9,37 | ||||
| 2025-08-07 | 13F | Evoke Wealth, Llc | 4 547 | 0,00 | 255 | −2,30 | ||||
| 2025-08-11 | 13F | Morling Financial Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-14 | 13F | CIBC Private Wealth Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Forum Financial Management, LP | 211 962 | 61,85 | 11 895 | 57,67 | ||||
| 2025-08-08 | 13F | Atlanta Consulting Group Advisors, LLC | 13 340 | 749 | ||||||
| 2025-07-15 | 13F | Mather Group, Llc. | 136 415 | −7,01 | 7 656 | −9,42 | ||||
| 2025-07-16 | 13F | GenWealth Group, Inc. | 268 382 | 6,14 | 15 062 | 3,39 | ||||
| 2025-07-31 | 13F | Jordan Park Group LLC | 11 102 | 0,00 | 623 | −2,50 | ||||
| 2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 0 | −100,00 | 0 | ||||
| 2025-08-08 | 13F | Glassman Wealth Services | 6 050 | 0,00 | 340 | −2,59 | ||||
| 2025-08-06 | 13F | Summit Wealth Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Forza Wealth Management, LLC | 3 795 | 213 | ||||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 67 671 | 14,37 | 3 752 | 10,94 | ||||
| 2025-05-13 | 13F | E Fund Management Co., Ltd. | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 34 730 | −29,69 | 1 949 | −31,49 | ||||
| 2025-08-14 | 13F | Janus Henderson Group Plc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 9 952 | 559 | ||||||
| 2025-08-13 | 13F | Nicolet Bankshares Inc | 3 579 | −28,85 | 201 | −30,80 | ||||
| 2025-04-22 | 13F | Buck Wealth Strategies, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 1 293 | 0,00 | 73 | −2,70 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 405 132 | 12,16 | 22 736 | 9,27 | ||||
| 2025-07-30 | 13F | Roman Butler Fullerton & Co | 17 755 | −13,62 | 978 | −14,67 | ||||
| 2025-04-25 | 13F | Family Capital Trust Co | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Pacitti Group Inc. | 10 796 | −19,69 | 606 | −21,83 | ||||
| 2025-08-11 | 13F | Kingdom Financial Group LLC. | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Change Path, LLC | 47 064 | 16,62 | 2 641 | 13,59 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 24 093 | 14,99 | 1 352 | 12,01 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 162 817 | 146,33 | 9 137 | 140,01 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 4 437 | 249 | ||||||
| 2025-05-09 | 13F | North Ridge Wealth Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Legacy Wealth Asset Management, LLC | 24 289 | 27,33 | 1 363 | 24,13 | ||||
| 2025-07-30 | 13F | LifeWealth Investments, LLC | 7 025 | −63,97 | 394 | −64,92 | ||||
| 2025-08-26 | NP | ISKAX - Voya Index Solution Income Portfolio Class ADV | 304 825 | 53,86 | 17 107 | 49,88 | ||||
| 2025-07-31 | 13F | United Community Bank | 408 | 0,00 | 23 | −4,35 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | −100,00 | 0 | |||||
| 2025-05-14 | 13F | Oarsman Capital, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Hicks Capital Management Llc | 17 130 | −23,73 | 761 | −41,14 | ||||
| 2025-07-07 | 13F | Kings Path Partners LLC | 33 128 | 4,85 | 1 859 | 2,14 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 5 558 | −6,30 | 312 | −8,80 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 4 032 | 4,05 | 226 | 1,35 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 51 870 | 71,56 | 2 911 | 67,15 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 633 | 15,51 | 36 | 12,90 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 296 919 | −43,04 | 16 663 | −44,51 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 29 769 | −21,52 | 1 671 | −23,85 | ||||
| 2025-08-06 | 13F | Texas Yale Capital Corp. | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Global Endowment Management, LP | 46 770 | 0,00 | 2 625 | −2,60 | ||||
| 2025-07-11 | 13F | Compass Ion Advisors, LLC | 9 354 | 0,94 | 525 | −1,69 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 12 282 | 8,80 | 689 | 6,00 | ||||
| 2025-04-14 | 13F | Cedar Mountain Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 200 | 0,00 | 11 | 0,00 | ||||
| 2025-08-01 | 13F | James Investment Research Inc | 53 854 | −6,57 | 3 022 | −8,98 | ||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0 | −100,00 | 0 | |||||
| 2025-05-13 | 13F/A | Transatlantique Private Wealth Llc | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Addison Advisors LLC | 14 | 0,00 | 1 | |||||
| 2025-07-17 | 13F | Halbert Hargrove Global Advisors, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Empower Advisory Group, LLC | 12 485 403 | 7,16 | 700 681 | 4,38 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 504 035 | −19,80 | 28 286 | −21,87 | ||||
| 2025-04-28 | 13F | Horizon Financial Services, Llc | 0 | 0 | ||||||
| 2025-08-12 | 13F | Osborne Partners Capital Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | First Financial Bankshares Inc | 330 654 | 37,49 | 18 556 | 33,93 | ||||
| 2025-08-06 | 13F | New Millennium Group LLC | 20 | −60,78 | 1 | −50,00 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 1 251 083 | 3,71 | 70 211 | 1,02 | ||||
| 2025-07-22 | 13F | Kickstand Ventures, Llc. | 22 612 | 1 269 | ||||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 769 | 10,01 | 43 | 7,50 | ||||
| 2025-08-14 | 13F | Balanced Rock Investment Advisor | 30 381 | −1,11 | 1 705 | −3,67 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 9 257 633 | 2,00 | 519 538 | −0,64 | ||||
| 2025-08-21 | 13F | Clarion Wealth Managment Partners, LLC | 21 990 | 1 234 | ||||||
| 2025-08-14 | 13F | Kitching Partners, Llc | 78 012 | 3,11 | 4 378 | 0,46 | ||||
| 2025-08-13 | 13F | Manning & Napier Advisors Llc | 262 990 | 22,32 | 14 759 | 19,16 | ||||
| 2025-07-30 | 13F | Sanders Morris Harris Llc | 6 900 | 387 | ||||||
| 2025-08-14 | 13F | Tandem Financial, LLC | 133 132 | −10,37 | 7 471 | −12,68 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 75 787 | 14,00 | 4 253 | 11,04 | ||||
| 2025-08-06 | 13F | Ironwood Wealth Management, LLC. | 690 694 | −20,16 | 38 762 | −22,23 | ||||
| 2025-07-09 | 13F | Aurelius Family Office LLC | 192 650 | 4,15 | 10 812 | 1,45 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 117 639 | 2,33 | 6 602 | −0,33 | ||||
| 2025-08-20 | NP | HWAIX - Hotchkis & Wiley Value Opportunities Fund Class I | 230 100 | 12 913 | ||||||
| 2025-07-17 | 13F | One Wealth Advisors, LLC | 8 362 | 469 | ||||||
| 2025-05-15 | 13F | One Wealth Capital Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Wetherby Asset Management Inc | 5 319 | 299 | ||||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 139 | 0,00 | 8 | −12,50 | ||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 28 | 0,00 | 2 | 0,00 | ||||
| 2025-05-12 | 13F | Northeast Financial Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Nicolet Advisory Services, Llc | 3 695 | −25,67 | 207 | −24,54 | ||||
| 2025-05-19 | 13F/A | Kovitz Investment Group Partners, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 488 | −0,20 | 0 | |||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 10 115 | 21,69 | 568 | 18,58 | ||||
| 2025-07-10 | 13F | Sharkey, Howes & Javer | 0 | −100,00 | 0 | |||||
| 2025-08-26 | NP | IISAX - Voya Index Solution 2055 Portfolio Class ADV | 164 082 | −39,62 | 9 208 | −41,25 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 460 930 | −20,34 | 25 867 | −22,40 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 505 | 34,31 | 28 | 33,33 | ||||
| 2025-08-14 | 13F | Boston Private Wealth Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 88 139 | 14,73 | 4 946 | 11,77 | ||||
| 2025-08-14 | 13F | Murphy & Mullick Capital Management Corp | 1 533 | 0,00 | 85 | −4,55 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 28 311 | 76,03 | 1 589 | 71,49 | ||||
| 2025-07-24 | 13F | Galvin, Gaustad & Stein, LLC | 6 035 | 48,46 | 339 | 44,44 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 133 600 | −4,49 | 7 498 | −3,16 | ||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 474 | −46,98 | 27 | −49,02 | ||||
| 2025-08-15 | 13F | Manhattan West Asset Management, LLC | 46 144 | −37,61 | 2 590 | −39,23 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 454 228 | −14,38 | 25 146 | −17,72 | ||||
| 2025-06-27 | NP | CFIT - Cambria Fixed Income Trend ETF | 44 012 | 2 502 | ||||||
| 2025-07-02 | 13F | S. R. Schill & Associates | 100 683 | −14,50 | 5 650 | −16,72 | ||||
| 2025-07-24 | 13F | Morton Brown Family Wealth, LLC | 156 | 0,00 | 9 | 0,00 | ||||
| 2025-07-29 | 13F | Empirical Asset Management, LLC | 26 135 | 4,00 | 1 467 | 1,31 | ||||
| 2025-07-18 | 13F | B.O.S.S. Retirement Advisors, LLC | 23 517 | −21,68 | 1 320 | −23,71 | ||||
| 2025-08-04 | 13F | Keybank National Association/oh | 271 092 | 2,47 | 15 214 | −0,18 | ||||
| 2025-04-28 | 13F | Novem Group | 0 | −100,00 | 0 | |||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 8 758 | 5,62 | 505 | 10,04 | ||||
| 2025-04-28 | 13F | Strategic Financial Concepts, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 1 680 907 | 1,37 | 94 333 | −1,26 | ||||
| 2025-08-13 | 13F | Virtue Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 6 838 | −75,86 | 384 | −76,53 | ||||
| 2025-08-26 | NP | ISZAX - Voya Solution 2025 Portfolio Class ADV | 134 829 | 2,57 | 7 567 | −0,09 | ||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 1 930 | 0,00 | 108 | −2,70 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 5 296 | −49,83 | 297 | −51,15 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 9 | 1 | ||||||
| 2025-07-22 | 13F | Red Tortoise LLC | 166 907 | −8,78 | 9 367 | −11,14 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 86 527 | −21,16 | 5 | −33,33 | ||||
| 2025-08-28 | NP | GPTCX - GuidePath(R) Conservative Allocation Fund Service Shares | 275 798 | 20,48 | 15 478 | 17,36 | ||||
| 2025-08-15 | 13F/A | Rakuten Securities, Inc. | 1 996 | 85,85 | 112 | 83,61 | ||||
| 2025-07-23 | 13F | Wise Wealth Partners | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 18 337 | −37,61 | 1 029 | −39,22 | ||||
| 2025-07-29 | 13F | Liberty Square Wealth Partners Llc | 32 326 | −16,11 | 1 814 | −18,29 | ||||
| 2025-06-27 | NP | GAA - Cambria Global Asset Allocation ETF | 17 110 | 0,00 | 973 | 2,10 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 35 791 | 5,06 | 2 009 | 2,34 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 60 113 | 4,29 | 3 374 | 1,60 | ||||
| 2025-07-28 | 13F | Kiker Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | Lazard Asset Management Llc | 4 | 0,00 | ||||||
| 2025-06-30 | 13F/A | Deutsche Bank Ag\ | 0 | −100,00 | 0 | |||||
| 2025-08-28 | NP | BNDD - Quadratic Deflation ETF | 139 823 | −6,45 | 7 847 | −8,87 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 206 328 | 79,79 | 11 579 | 75,15 | ||||
| 2025-04-17 | 13F | Montecito Bank & Trust | 3 870 | 223 | ||||||
| 2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 40 675 | −2,91 | 2 283 | −5,43 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 89 | 5 | ||||||
| 2025-05-15 | 13F | Rakuten Investment Management, Inc. | 12 987 | 742 | ||||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 12 477 | 700 | ||||||
| 2025-07-11 | 13F | Caldwell Securities, Inc | 86 | 138,89 | 5 | 100,00 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 106 968 | 7,27 | 6 003 | 4,51 | ||||
| 2025-08-06 | 13F | Decker Retirement Planning Inc. | 2 614 | −23,07 | 147 | −25,13 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 6 962 | 386 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 3 749 | 6,38 | 210 | 3,45 | ||||
| 2025-04-02 | 13F | Marcum Wealth, LLC | 6 595 | −96,18 | 380 | −96,03 | ||||
| 2025-08-12 | 13F | Maripau Wealth Management Llc | 12 251 | −0,25 | 690 | −2,55 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 350 | −18,03 | 20 | −13,04 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 555 879 | 9,74 | 31 196 | 6,90 | ||||
| 2025-08-01 | 13F | Brinker Capital Investments, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 344 | 19 | ||||||
| 2025-08-26 | NP | VSQIX - Voya Solution 2065 Portfolio Class I | 2 125 | −66,04 | 119 | −66,94 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 4 167 | −16,74 | 234 | −19,10 | ||||
| 2025-08-26 | NP | VISPX - Voya Index Solution 2060 Portfolio Class I | 106 808 | −32,76 | 5 994 | −34,58 | ||||
| 2025-08-11 | 13F | Bell Investment Advisors, Inc | 108 604 | −8,94 | 6 095 | −11,30 | ||||
| 2025-08-26 | NP | ISDAX - Voya Index Solution 2025 Portfolio Class ADV | 503 654 | 52,40 | 28 265 | 48,46 | ||||
| 2025-08-11 | 13F | Beta Wealth Group, Inc. | 32 494 | −8,74 | 1 824 | −11,12 | ||||
| 2025-07-07 | 13F | First Community Trust Na | 819 | 1,49 | 46 | −2,17 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 7 037 090 | 5,02 | 394 922 | 2,31 | ||||
| 2025-08-12 | 13F | Running Point Capital Advisors, LLC | 24 840 | 5,65 | 1 394 | 2,95 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 60 | 0,00 | 3 | 0,00 | ||||
| 2025-08-26 | NP | ISRAX - Voya Solution 2045 Portfolio Class ADV | 167 417 | 112,41 | 9 395 | 106,94 | ||||
| 2025-07-28 | 13F | Courier Capital Llc | 91 623 | −10,38 | 5 142 | −12,70 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 28 482 | 139,63 | 1 598 | 133,63 | ||||
| 2025-08-14 | 13F | Compass Wealth Management, LLC/GA | 78 369 | 4 398 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 155 648 | 98,89 | 8 735 | 93,77 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 4 076 | 10,04 | 229 | 7,04 | ||||
| 2025-08-26 | NP | ISNKX - Voya Solution 2040 Portfolio Class ADV | 30 217 | 66,18 | 1 696 | 61,89 | ||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 23 331 | −4,09 | 1 309 | −6,57 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 31 086 | −17,29 | 1 745 | −19,45 | ||||
| 2025-07-17 | 13F | Barry Investment Advisors, LLC | 710 799 | 16,62 | 39 890 | 13,60 | ||||
| 2025-08-14 | 13F | Nan Shan Life Insurance Co., Ltd. | 3 063 500 | 0,00 | 171 924 | −2,59 | ||||
| 2025-08-26 | NP | ISNFX - Voya Solution 2030 Portfolio Class ADV | 35 033 | 60,25 | 1 966 | 56,16 | ||||
| 2025-08-11 | 13F | Advisor Resource Council | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Sig Brokerage, Lp | Call | 0 | −100,00 | 0 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 583 | 0,00 | 33 | −3,03 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 91 500 | −43,48 | 5 135 | −44,96 | |||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 85 000 | 50,71 | 4 770 | 46,81 | |||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 4 598 | 9,37 | 258 | 6,61 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 18 | 1 | ||||||
| 2025-08-26 | NP | ISEIX - Voya Index Solution 2035 Portfolio Class I | 872 638 | 56,65 | 48 972 | 52,60 | ||||
| 2025-07-23 | NP | IRSMX - Voya Target Retirement 2030 Fund Class I | 93 065 | 61,15 | 5 116 | 51,92 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 1 654 | −55,01 | 95 | −55,19 | ||||
| 2025-07-31 | 13F | Washington Trust Advisors, Inc. | 414 | 0,00 | 23 | 0,00 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 1 799 | 101 | ||||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 992 | 17,54 | 56 | 14,58 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 1 612 | −42,16 | 0 | |||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 64 011 | −7,35 | 3 592 | −9,75 | ||||
| 2025-05-07 | 13F | Municipal Employees' Retirement System of Michigan | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Minot DeBlois Advisors LLC | 130 | 0,00 | 7 | 0,00 | ||||
| 2025-03-18 | 13F | CWC Advisors, LLC. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Hotchkis & Wiley Capital Management Llc | 281 000 | 15 770 | ||||||
| 2025-08-07 | 13F | David R. Rahn & Associates Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | LeConte Wealth Management, LLC | 11 105 | −28,34 | 623 | −30,16 | ||||
| 2025-07-16 | 13F | RWM Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | First Command Advisory Services, Inc. | 11 | 1 | ||||||
| 2025-07-09 | 13F | Archer Investment Management, LLC | 18 816 | 61,80 | 1 056 | 57,70 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 450 | −80,43 | 25 | −81,06 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 6 358 | −2,71 | 357 | −5,32 | ||||
| 2025-08-12 | 13F | RiverFront Investment Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Forthright Family Wealth Advisory LLC | 44 861 | −1,12 | 2 518 | −3,67 | ||||
| 2025-07-29 | 13F | Gladwyn Financial Advisors, Inc. | 75 314 | 4 227 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 953 155 | −42,14 | 53 491 | −43,64 | ||||
| 2025-08-14 | 13F | Group One Trading, L.p. | 87 | 5 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 893 | 50 | ||||||
| 2025-07-29 | 13F | Calamos Wealth Management LLC | 411 282 | 1,65 | 23 081 | −0,98 | ||||
| 2025-08-26 | NP | ISJAX - Voya Index Solution 2045 Portfolio Class ADV | 488 495 | 112,44 | 27 414 | 106,94 | ||||
| 2025-07-15 | 13F | Capital Investment Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-07 | 13F | Centurion Wealth Management LLC | 16 885 | 16,77 | 948 | 18,38 | ||||
| 2025-08-05 | 13F | Wakefield Asset Management LLLP | 27 386 | 1 537 | ||||||
| 2025-08-12 | 13F | Marshall & Sterling Wealth Advisors Inc. | 0 | −100,00 | 0 | |||||
| 2025-05-08 | 13F | Menard Financial Group LLC | 0 | −100,00 | 0 | |||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 0 | −100,00 | 0 | |||||
| 2025-07-08 | 13F | Webster Bank, N. A. | 1 703 | 0,00 | 96 | −3,06 | ||||
| 2025-07-17 | 13F | Gleason Group, Inc. | 339 624 | 19 060 | ||||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 2 606 | 10,28 | 146 | 7,35 | ||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 48 | 1 100,00 | 3 | |||||
| 2025-08-13 | 13F/A | StoneX Group Inc. | 5 949 | 366 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 840 073 | −30,61 | 47 145 | −32,41 | ||||
| 2025-07-07 | 13F | Investors Research Corp | 66 | 0,00 | 4 | 0,00 | ||||
| 2025-07-29 | 13F | Regions Financial Corp | 49 916 | 8,46 | 2 801 | 5,66 | ||||
| 2025-08-13 | 13F | Willis Johnson & Associates, Inc. | 15 508 | −9,71 | 870 | −12,03 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 2 701 | −3,22 | 152 | −5,62 | ||||
| 2025-08-05 | 13F | Lord & Richards Wealth Management, LLC | 19 340 | 14,24 | 1 085 | 11,28 | ||||
| 2025-05-16 | 13F/A | Kestra Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 3 174 110 | 0,71 | 178 131 | −1,89 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 80 136 | 8,49 | 4 497 | 5,69 | ||||
| 2025-07-28 | 13F | Holistic Planning, LLC | 13 695 | 3,16 | 769 | 0,52 | ||||
| 2025-08-07 | 13F | Global Wealth Management Investment Advisory, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | WNY Asset Management, LLC | 104 967 | 7,30 | 5 891 | 4,53 | ||||
| 2025-05-15 | 13F | Ashford Capital Management Inc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Fwl Investment Management, Llc | 1 258 | 0,00 | 71 | −2,78 | ||||
| 2025-07-14 | 13F | Painted Porch Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Truist Financial Corp | 879 137 | 2,35 | 49 337 | −0,30 | ||||
| 2025-06-26 | NP | ARP - PMV Adaptive Risk Parity ETF | 36 011 | 56,14 | 2 047 | 52,69 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 2 519 | 876,36 | 141 | 907,14 | ||||
| 2025-05-19 | 13F | Heck Capital Advisors, LLC | 0 | 0 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 83 603 | 11,88 | 5 | 0,00 | ||||
| 2025-08-14 | 13F | Toroso Investments, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Commerce Bank | 69 877 | −0,31 | 3 921 | −2,90 | ||||
| 2025-08-11 | 13F | Comprehensive Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Jump Financial, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Narwhal Capital Management | 4 560 | −4,26 | 256 | −6,93 | ||||
| 2025-08-15 | 13F | Fft Wealth Management Llc | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Skyline Advisors, Inc. | 39 683 | 2,31 | 2 227 | −0,36 | ||||
| 2025-05-02 | 13F | BluePointe Capital Management, LLC | 8 038 | −7,53 | 463 | −3,74 | ||||
| 2025-08-14 | 13F | Voya Investment Management Llc | 7 989 298 | 84,06 | 448 359 | 79,30 | ||||
| 2025-08-07 | 13F | 49 Wealth Management, Llc | 329 468 | 5,29 | 18 490 | 2,57 | ||||
| 2025-08-14 | 13F | UBS Group AG | 1 096 078 | 12,19 | 61 512 | 9,28 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4 554 | 0,02 | 256 | −2,67 | ||||
| 2025-07-25 | 13F | RHS Financial, LLC | 6 337 | −85,61 | 356 | −86,01 | ||||
| 2025-08-11 | 13F | Alteri Wealth LLC | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Affiance Financial, LLC | 6 485 | 0,00 | 364 | −2,68 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 318 | −16,75 | 18 | −22,73 | ||||
| 2025-05-19 | 13F/A | AAFCPAs Wealth Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 192 | 102,11 | 11 | 100,00 | ||||
| 2025-08-14 | 13F | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 114 812 | −17,31 | 6 443 | −19,45 | ||||
| 2025-07-15 | 13F | FLP Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Blume Capital Management, Inc. | 23 | 1 | ||||||
| 2025-04-23 | 13F | Security National Bank | 0 | −100,00 | 0 | |||||
| 2025-07-23 | NP | IRSLX - Voya Target Retirement 2025 Fund Class I | 83 718 | 56,75 | 4 602 | 47,75 | ||||
| 2025-08-13 | 13F | West Chester Capital Advisors, Inc | 158 888 | −30,19 | 8 917 | −32,00 | ||||
| 2025-07-15 | 13F | Retireful, LLC | 20 566 | 1 154 | ||||||
| 2025-07-25 | 13F | Verdence Capital Advisors LLC | 5 059 | −46,14 | 284 | −47,69 | ||||
| 2025-07-14 | 13F | Sellwood Investment Partners LLC | 391 | 1,30 | 22 | −4,55 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 5 784 | −94,61 | 325 | −94,76 | ||||
| 2025-07-28 | 13F | Rainwater Charitable Foundation | 851 654 | 5,28 | 47 795 | 2,55 |
Other Listings
| MX:VGLT |
