Grundläggande statistik
| Institutionella ägare | 189 total, 189 long only, 0 short only, 0 long/short - change of 21,66% MRQ |
| Genomsnittlig portföljallokering | 0.2603 % - change of −8,56% MRQ |
| Institutionella aktier (lång) | 7 251 395 (ex 13D/G) - change of 3,73MM shares 105,71% MRQ |
| Institutionellt värde (lång) | $ 577 274 USD ($1000) |
Institutionellt ägande och aktieägare
Vanguard Wellington Fund - Vanguard Short-Term Tax-Exempt Bond ETF (US:VTES) har 189 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 7,251,395 aktier. Största aktieägare inkluderar Laurel Wealth Advisors LLC, Mercer Global Advisors Inc /adv, Wescott Financial Advisory Group, LLC, CI Private Wealth, LLC, Gleason Group, Inc., Karpus Management, Inc., Bank Of America Corp /de/, Seeds Investor Llc, Beaird Harris Wealth Management, LLC, and Cetera Investment Advisers .
Vanguard Wellington Fund - Vanguard Short-Term Tax-Exempt Bond ETF (ARCA:VTES) Institutionell ägarstruktur visar institutioners och fonders nuvarande positioner i företaget, samt de senaste förändringarna i positionernas storlek. Större aktieägare kan vara enskilda investerare, fonder, hedgefonder eller institutioner. Bilaga 13D visar att investeraren äger (eller ägde) mer än 5% av företaget och avser (eller avsåg) att aktivt eftersträva en förändring av affärsstrategin. Schedule 13G indikerar en passiv investering på över 5%.
The share price as of September 11, 2025 is 102,22 / share. Previously, on September 12, 2024, the share price was 101,21 / share. This represents an increase of 1,00% over that period.
Fondsentimentets poäng
Fondsentimentet poängen(fka Ägarackumulation-poäng) visar vilka aktier som är mest köpta av fonder. Det är resultatet av en sofistikerad kvantitativ flerfaktormodell som identifierar företag med de högsta nivåerna av institutionell ackumulering. Poängsättningsmodellen använder en kombination av den totala ökningen av redovisade ägare, förändringarna i portföljallokeringarna för dessa ägare och andra mått. Siffran sträcker sig från 0 till 100, där högre siffror indikerar en högre nivå av ackumulering i förhållande till sina konkurrenter, och 50 är genomsnittet.
Uppdateringsfrekvens: Dagligen
Se Ownership Explorer, som innehåller en lista över de högst rankade företagen.
Institutionell sälj/köp-kvot
Förutom att rapportera vanliga eget kapital- och skuldemissioner måste institutioner med mer än 100MM tillgångar under förvaltning också avslöja sina innehav av sälj- och köpoptioner. Eftersom säljoptioner i allmänhet indikerar ett negativt sentiment och köpoptioner indikerar ett positivt sentiment, kan vi få en uppfattning om det övergripande institutionella sentimentet genom att plotta förhållandet mellan säljoptioner och köpoptioner. Diagrammet till höger visar det historiska förhållandet mellan sälj- och köpoptioner för detta instrument.
Genom att använda sälj/köp-kvoten som en indikator på aktieägarnas sentiment undviker man en av de största bristerna med att använda det totala institutionella ägandet, nämligen att en betydande del av de förvaltade tillgångarna investeras passivt för att följa index. Passivt förvaltade fonder köper vanligtvis inte optioner, så indikatorn för sälj/köp-kvoten ger en bättre bild av stämningen i aktivt förvaltade fonder.
13F- och NPORT-arkiveringar
Detaljer om 13F-arkiveringar är gratis. Detaljer om NP-arkiveringar kräver ett premiummedlemskap. Gröna rader indikerar nya positioner. Röda rader indikerar stängda positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
Uppgradera
för att låsa upp premiumdata och exportera till Excel 
.
| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-31 | 13F | Silver Oak Advisory Group, Inc. | 19 920 | −2,58 | 2 | 0,00 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 1 385 053 | 10 377,74 | 14 | −99,02 | ||||
| 2025-08-08 | 13F | Firestone Capital Management | 42 860 | −5,81 | 4 326 | −5,42 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 1 688 | 40,67 | 170 | 41,67 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Maia Wealth LLC | 3 513 | 15,98 | 355 | 17,22 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 5 177 | 34,26 | 522 | 34,88 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 9 292 | 0,00 | 938 | 0,43 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 11 116 | 1 122 | ||||||
| 2025-07-16 | 13F | Dakota Wealth Management | 29 200 | 80,25 | 2 947 | 81,02 | ||||
| 2025-07-28 | 13F | Deroy & Devereaux Private Investment Counsel Inc | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Gutierrez Wealth Advisory, LLC | 15 376 | 1 552 | ||||||
| 2025-08-14 | 13F | Valley Financial Group, Inc. | 2 203 | 0,00 | 222 | 0,45 | ||||
| 2025-07-16 | 13F | BOS Asset Management, LLC | 1 990 | 201 | ||||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 3 503 | 0,00 | 354 | 0,28 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 77 | −90,68 | 8 | −91,57 | ||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 2 922 | −19,95 | 295 | −19,67 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 30 371 | 39,67 | 3 065 | 40,27 | ||||
| 2025-08-12 | 13F | Eldridge Investment Advisors, Inc. | 4 499 | −3,89 | 453 | −3,62 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-03 | 13F | Garde Capital, Inc. | 405 | 0,00 | 41 | 0,00 | ||||
| 2025-07-31 | 13F | Planning Center, Inc. | 10 664 | −1,43 | 1 076 | −1,01 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 82 238 | 13,87 | 8 300 | 14,34 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 33 311 | 819,94 | 3 362 | 826,17 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 75 848 | 52,14 | 7 655 | 52,79 | ||||
| 2025-07-23 | 13F | ETF Portfolio Partners, Inc. | 4 990 | 504 | ||||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 4 754 | 0,70 | 480 | 1,05 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 13 168 | 121,87 | 1 329 | 122,99 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 28 272 | 33,50 | 2 854 | 34,07 | ||||
| 2025-08-07 | 13F | King Luther Capital Management Corp | 1 089 | 0,46 | ||||||
| 2025-07-31 | 13F | GenTrust, LLC | 23 587 | −30,97 | 2 381 | −30,69 | ||||
| 2025-07-28 | 13F | RCS Financial Planning, LLC | 6 990 | −7,78 | 705 | −7,36 | ||||
| 2025-08-13 | 13F | Willis Johnson & Associates, Inc. | 3 130 | 316 | ||||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 35 593 | −1,36 | 3 592 | −0,94 | ||||
| 2025-07-15 | 13F | Financial Management Professionals, Inc. | 700 | 0,00 | 71 | 0,00 | ||||
| 2025-08-14 | 13F | Boothbay Fund Management, Llc | 9 250 | 934 | ||||||
| 2025-07-28 | 13F | Sterling Financial Planning, Inc. | 29 326 | 3,17 | 2 960 | 3,61 | ||||
| 2025-08-14 | 13F | Cardiff Park Advisors, Llc | 14 376 | 0,00 | 1 451 | 0,42 | ||||
| 2025-07-15 | 13F | Level Financial Advisors, Inc. | 2 292 | 0,00 | 231 | 0,43 | ||||
| 2025-08-11 | 13F | Diversified Portfolios, Inc. | 20 508 | 2,57 | 2 070 | 2,99 | ||||
| 2025-07-22 | 13F | Siligmueller & Norvid Wealth Advisors LLC | 8 665 | 196,75 | 875 | 198,63 | ||||
| 2025-07-18 | 13F | SigFig Wealth Management, LLC | 2 681 | 271 | ||||||
| 2025-08-14 | 13F | Betterment LLC | 3 044 | 0 | ||||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 5 807 | 586 | ||||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 360 | 82,74 | 36 | 89,47 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 13 299 | 243,38 | 1 342 | 244,99 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 2 735 | −10,12 | 276 | −9,84 | ||||
| 2025-08-06 | 13F | Wsfs Capital Management, Llc | 3 483 | 352 | ||||||
| 2025-07-15 | 13F | Avaii Wealth Management, Llc | 3 093 | 22,25 | 312 | 22,83 | ||||
| 2025-07-18 | 13F | Magnolia Private Wealth, LLC | 4 168 | 421 | ||||||
| 2025-08-11 | 13F | Ritter Daniher Financial Advisory LLC / DE | 2 450 | 0,00 | 247 | 0,41 | ||||
| 2025-07-10 | 13F | Global Financial Private Client, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Trellis Wealth Advisors LLC | 3 496 | −4,82 | 353 | −4,61 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 9 340 | 943 | ||||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 3 447 | 0,00 | 348 | 0,29 | ||||
| 2025-08-12 | 13F | Seeds Investor Llc | 165 459 | 30,34 | 16 700 | 30,88 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 6 602 | −5,85 | 1 | |||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 100 144 | −3,32 | 10 095 | −3,04 | ||||
| 2025-08-04 | 13F | Bridgewealth Advisory Group, LLC | 9 682 | 977 | ||||||
| 2025-07-17 | 13F | Montis Financial, LLC | 4 456 | 0,00 | 450 | 0,45 | ||||
| 2025-07-21 | 13F | Crews Bank & Trust | 5 550 | 0,00 | 560 | 0,54 | ||||
| 2025-08-08 | 13F | Family Firm, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Pillar Financial Advisors, LLC | 7 506 | −6,33 | 758 | −5,96 | ||||
| 2025-07-23 | 13F | Asset Planning Corporation | 2 133 | 215 | ||||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 3 680 | −52,41 | 0 | |||||
| 2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 6 292 | 1,65 | 635 | 2,09 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 2 892 | −53,88 | 292 | −53,81 | ||||
| 2025-07-17 | 13F | San Luis Wealth Advisors LLC | 15 548 | −83,57 | 2 | −88,89 | ||||
| 2025-05-13 | 13F | Watchman Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | VSM Wealth Advisory, LLC | 4 968 | 42,19 | 501 | 42,74 | ||||
| 2025-08-11 | 13F | Conquis Financial Llc | 122 | 0,00 | 12 | 0,00 | ||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 1 544 | 0,72 | 156 | 0,65 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 1 298 | 549,00 | 131 | 589,47 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 40 491 | 69,94 | 4 087 | 70,68 | ||||
| 2025-08-12 | 13F | Lodestone Wealth Management LLC | 2 450 | 247 | ||||||
| 2025-08-14 | 13F | C M Bidwell & Associates Ltd | 932 | 120,33 | 94 | 123,81 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 4 542 | 458 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 3 497 | 599,40 | 353 | 604,00 | ||||
| 2025-08-05 | 13F | Burney Co/ | 14 843 | 457,59 | 1 498 | 461,05 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 2 705 | 0,37 | 273 | 1,87 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Hanson & Doremus Investment Management | 821 | 0 | ||||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 4 200 | 424 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 255 | 0,79 | 26 | 0,00 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 24 929 | 12,58 | 2 516 | 13,08 | ||||
| 2025-08-01 | 13F | SwitchPoint Financial Planning, LLC | 11 897 | −9,79 | 1 201 | −9,43 | ||||
| 2025-07-23 | 13F | L.K. Benson & Company, P.C. | 5 034 | 0,48 | 508 | 0,99 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 101 | 10 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 65 350 | 26,20 | 6 596 | 26,73 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 26 763 | −5,79 | 2 701 | −5,39 | ||||
| 2025-07-24 | 13F | PDS Planning, Inc | 2 035 | 205 | ||||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 2 001 | 202 | ||||||
| 2025-05-12 | 13F | Fmr Llc | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 24 905 | 0,35 | 2 514 | 0,76 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 34 968 | −1,37 | 4 | 0,00 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 12 404 | 133,33 | 1 252 | 134,27 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 3 920 | −52,02 | 396 | −51,89 | ||||
| 2025-07-31 | 13F | Topsail Wealth Management, LLC | 51 100 | 5 158 | ||||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 18 509 | 1 868 | ||||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 4 477 | 19,04 | 452 | 19,31 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 13 940 | 1 407 | ||||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 8 957 | −38,75 | 904 | −38,46 | ||||
| 2025-07-15 | 13F | Graypoint LLC | 16 400 | 0,00 | 1 655 | 0,42 | ||||
| 2025-08-11 | 13F | Root Financial Partners, LLC | 2 805 | 283 | ||||||
| 2025-08-07 | 13F | Mayport, Llc | 20 649 | −28,72 | 2 084 | −28,41 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 500 | 0,00 | 50 | 0,00 | ||||
| 2025-08-13 | 13F | Integrity Investment Advisors, LLC | 13 422 | −1,12 | 1 355 | −0,73 | ||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-08 | 13F | Fortis Group Advisors, LLC | 2 132 | 216 | ||||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 3 592 | 7,42 | 363 | 7,74 | ||||
| 2025-05-15 | 13F | Lido Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Oxbow Advisors, LLC | 5 357 | 0,00 | 541 | 0,37 | ||||
| 2025-08-12 | 13F | Bedel Financial Consulting, Inc. | 20 540 | 2 073 | ||||||
| 2025-07-30 | 13F | Capital Investment Services of America, Inc. | 76 470 | −5,32 | 7 718 | −4,93 | ||||
| 2025-08-05 | 13F | Bridgewater Advisors Inc. | 6 797 | 0,00 | 688 | 1,18 | ||||
| 2025-08-11 | 13F | Brown Wealth Management, Llc | 23 948 | 806,09 | 2 417 | 812,08 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 7 280 | 28,51 | 735 | 29,00 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 38 438 | 16,72 | 3 880 | 17,23 | ||||
| 2025-08-13 | 13F | Boston Family Office Llc | 2 250 | 0 | ||||||
| 2025-08-07 | 13F | Hughes Financial Services, LLC | 68 439 | −0,53 | 6 944 | 0,49 | ||||
| 2025-05-08 | 13F | Us Bancorp \de\ | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 4 598 | 3,28 | 464 | 3,80 | ||||
| 2025-07-11 | 13F | Physician Wealth Solutions Inc. | 8 130 | 821 | ||||||
| 2025-07-16 | 13F | American National Bank | 220 | 161,90 | 22 | 175,00 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 220 608 | 37,65 | 22 266 | 38,21 | ||||
| 2025-08-12 | 13F | Passive Capital Management, LLC. | 26 131 | 3,80 | 2 633 | 4,07 | ||||
| 2025-08-28 | 13F | Midwestern Financial, LLC /IA | 2 925 | 295 | ||||||
| 2025-08-14 | 13F | Graney & King, LLC | 557 | 0,00 | 56 | 1,82 | ||||
| 2025-07-25 | 13F | Quantum Financial Planning Services, Inc. | 5 079 | 513 | ||||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 2 194 | 1,11 | 221 | 1,38 | ||||
| 2025-08-11 | 13F | Wescott Financial Advisory Group, LLC | 637 076 | −1,58 | 64 300 | −1,17 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 12 075 | 397,94 | 1 219 | 401,23 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 2 726 | −3,54 | 275 | −3,17 | ||||
| 2025-08-08 | 13F | Creative Planning | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | TAGStone Capital, Inc. | 14 264 | −44,23 | 1 448 | 72 250,00 | ||||
| 2025-07-31 | 13F | Kathleen S. Wright Associates Inc. | 14 900 | 52,04 | 1 504 | 52,74 | ||||
| 2025-07-21 | 13F | Single Point Partners, LLC | 13 705 | 11,70 | 1 | 0,00 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 103 246 | 48,10 | 10 421 | 48,73 | ||||
| 2025-07-17 | 13F | Eclectic Associates Inc /adv | 33 925 | 38,93 | 3 424 | 39,53 | ||||
| 2025-08-05 | 13F | Allodium Investment Consultants, LLC | 11 494 | 12,50 | 1 160 | 13,06 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 299 | 0,00 | 30 | 0,00 | ||||
| 2025-07-17 | 13F | Genesis Private Wealth, Llc | 26 715 | 10,71 | 2 696 | 11,18 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 90 085 | 126,87 | 9 092 | 127,87 | ||||
| 2025-07-11 | 13F | Essex Savings Bank | 2 490 | 0,00 | 251 | 0,40 | ||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 105 511 | −8,64 | 10 649 | −8,25 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 51 | 5 | ||||||
| 2025-07-18 | 13F | Truist Financial Corp | 26 042 | 545,88 | 2 628 | 548,89 | ||||
| 2025-08-14 | 13F | First Manhattan Co | 2 240 | 226 | ||||||
| 2025-07-28 | 13F | Cornerstone Wealth Group, LLC | 2 249 | 227 | ||||||
| 2025-07-17 | 13F | Lakewood Asset Management LLC | 4 903 | 0,57 | 495 | 1,02 | ||||
| 2025-08-11 | 13F | Walter & Keenan Financial Consulting Co /mi/ /adv | 2 750 | 278 | ||||||
| 2025-07-15 | 13F | Alhambra Investment Partners LLC | 7 800 | 62,50 | 787 | 63,28 | ||||
| 2025-08-11 | 13F | Elequin Capital Lp | 21 743 | 4 231,27 | 2 195 | 4 288,00 | ||||
| 2025-08-04 | 13F | Haven Private, LLC | 31 015 | 3 130 | ||||||
| 2025-07-23 | 13F | Eagle Rock Investment Company, Llc | 3 400 | −2,86 | 343 | −2,28 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 9 377 | 54,23 | 946 | 54,83 | ||||
| 2025-07-17 | 13F | Stone Point Wealth LLC | 4 959 | 14,26 | 501 | 14,68 | ||||
| 2025-08-15 | 13F | Stonebridge Capital Advisors LLC | 79 841 | 4,17 | 8 058 | 4,61 | ||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 13 350 | 3,02 | 1 347 | 3,46 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 43 337 | 2 323,77 | 4 374 | 2 330,00 | ||||
| 2025-07-09 | 13F | Thrive Wealth Management, LLC | 4 780 | 482 | ||||||
| 2025-08-12 | 13F | Accredited Wealth Management, LLC | 1 335 | −1,84 | 135 | −1,47 | ||||
| 2025-08-08 | 13F | Taylor, Cottrill, Erickson & Associates, Inc. | 17 380 | −17,75 | 1 754 | −17,38 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 6 270 | 630 | ||||||
| 2025-08-14 | 13F | Principia Wealth Advisory, LLC | 941 | 0,00 | 95 | 1,08 | ||||
| 2025-04-23 | 13F | Sunesis Advisors, LLC | 11 984 | 0,00 | 1 205 | 0,25 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 670 | −5,90 | 68 | −5,63 | ||||
| 2025-07-22 | 13F | MGO Private Wealth, LLC | 44 419 | 7,54 | 4 483 | 8,00 | ||||
| 2025-07-17 | 13F | Gleason Group, Inc. | 305 954 | 544,55 | 30 880 | 547,22 | ||||
| 2025-08-13 | 13F | Haverford Trust Co | 16 576 | −8,50 | 1 673 | −8,08 | ||||
| 2025-08-05 | 13F | Jacobson & Schmitt Advisors, Llc | 6 807 | 687 | ||||||
| 2025-08-14 | 13F | Headinvest, Llc | 7 934 | 0,00 | 801 | 0,38 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 33 726 | −15,06 | 3 404 | −14,73 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 324 142 | 78,83 | 32 716 | 79,58 | ||||
| 2025-07-24 | 13F | Eastern Bank | 500 | 50 | ||||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 10 757 | −1,70 | 1 086 | −1,27 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 7 190 | 18,06 | 726 | 18,46 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 3 336 | 337 | ||||||
| 2025-08-05 | 13F | Huntington National Bank | 4 | |||||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 2 080 | −24,96 | 210 | −24,82 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Burling Wealth Partners, Llc | 2 689 | 271 | ||||||
| 2025-08-14 | 13F | Karpus Management, Inc. | 232 100 | 1 057,61 | 23 426 | 1 062,53 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 14 520 | −20,35 | 1 465 | −20,03 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 2 702 | 273 | ||||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 21 755 | 126,45 | 2 195 | 127,93 | ||||
| 2025-08-14 | 13F | Core Wealth Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 2 759 | 0,00 | 278 | 0,36 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 11 014 | 1 112 | ||||||
| 2025-05-15 | 13F | Hrt Financial Lp | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 12 273 | 1 239 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 13 107 | 192,50 | 1 | |||||
| 2025-07-09 | 13F | Berkshire Bank | 25 101 | 41,87 | 2 533 | 42,46 | ||||
| 2025-08-05 | 13F | Integrity Wealth Solutions LLC | 6 564 | 24,18 | 662 | 24,67 | ||||
| 2025-07-17 | 13F | Elser Financial Planning, Inc | 2 117 | 214 | ||||||
| 2025-08-14 | 13F | Eaton-Cambridge Inc. | 5 715 | 0,00 | 577 | 0,35 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 1 262 847 | 3 727,27 | 127 459 | 3 743,76 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-08-27 | 13F | Tribridge Partners Financial LLC | 3 173 | 0 | ||||||
| 2025-07-25 | 13F | PrairieView Partners, LLC | 29 572 | −27,64 | 3 | −50,00 | ||||
| 2025-07-22 | 13F | Aspire Private Capital, LLC | 21 781 | 81,87 | 2 198 | 82,71 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 4 995 | 504 | ||||||
| 2025-07-17 | 13F | XML Financial, LLC | 3 415 | 345 | ||||||
| 2025-07-30 | 13F | EnRich Financial Partners LLC | 6 958 | −0,47 | 702 | 0,00 | ||||
| 2025-08-08 | 13F | Altiora Financial Group, LLC | 38 831 | −7,80 | 3 919 | −7,42 | ||||
| 2025-08-14 | 13F | UBS Group AG | 33 163 | 401,41 | 3 347 | 404,07 | ||||
| 2025-07-30 | 13F | BlueChip Wealth Advisors LLC | 28 302 | 112,49 | 2 857 | 113,45 |
