Grundläggande statistik
| Institutionella ägare | 265 total, 265 long only, 0 short only, 0 long/short - change of 7,29% MRQ |
| Genomsnittlig portföljallokering | 0.1080 % - change of −12,08% MRQ |
| Institutionella aktier (lång) | 42 888 712 (ex 13D/G) - change of 0,65MM shares 1,53% MRQ |
| Institutionellt värde (lång) | $ 2 733 415 USD ($1000) |
Institutionellt ägande och aktieägare
iShares Trust - iShares Exponential Technologies ETF (US:XT) har 265 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 42,888,712 aktier. Största aktieägare inkluderar Financial Engines Advisors L.L.C., LPL Financial LLC, Ameriprise Financial Inc, Baird Financial Group, Inc., Bank Of America Corp /de/, Morgan Stanley, Mirae Asset Global Investments Co., Ltd., UBS Group AG, Commonwealth Equity Services, Llc, and Wealthcare Advisory Partners LLC .
iShares Trust - iShares Exponential Technologies ETF (NasdaqGM:XT) Institutionell ägarstruktur visar institutioners och fonders nuvarande positioner i företaget, samt de senaste förändringarna i positionernas storlek. Större aktieägare kan vara enskilda investerare, fonder, hedgefonder eller institutioner. Bilaga 13D visar att investeraren äger (eller ägde) mer än 5% av företaget och avser (eller avsåg) att aktivt eftersträva en förändring av affärsstrategin. Schedule 13G indikerar en passiv investering på över 5%.
The share price as of September 5, 2025 is 68,92 / share. Previously, on September 9, 2024, the share price was 56,99 / share. This represents an increase of 20,93% over that period.
Fondsentimentets poäng
Fondsentimentet poängen(fka Ägarackumulation-poäng) visar vilka aktier som är mest köpta av fonder. Det är resultatet av en sofistikerad kvantitativ flerfaktormodell som identifierar företag med de högsta nivåerna av institutionell ackumulering. Poängsättningsmodellen använder en kombination av den totala ökningen av redovisade ägare, förändringarna i portföljallokeringarna för dessa ägare och andra mått. Siffran sträcker sig från 0 till 100, där högre siffror indikerar en högre nivå av ackumulering i förhållande till sina konkurrenter, och 50 är genomsnittet.
Uppdateringsfrekvens: Dagligen
Se Ownership Explorer, som innehåller en lista över de högst rankade företagen.
Institutionell sälj/köp-kvot
Förutom att rapportera vanliga eget kapital- och skuldemissioner måste institutioner med mer än 100MM tillgångar under förvaltning också avslöja sina innehav av sälj- och köpoptioner. Eftersom säljoptioner i allmänhet indikerar ett negativt sentiment och köpoptioner indikerar ett positivt sentiment, kan vi få en uppfattning om det övergripande institutionella sentimentet genom att plotta förhållandet mellan säljoptioner och köpoptioner. Diagrammet till höger visar det historiska förhållandet mellan sälj- och köpoptioner för detta instrument.
Genom att använda sälj/köp-kvoten som en indikator på aktieägarnas sentiment undviker man en av de största bristerna med att använda det totala institutionella ägandet, nämligen att en betydande del av de förvaltade tillgångarna investeras passivt för att följa index. Passivt förvaltade fonder köper vanligtvis inte optioner, så indikatorn för sälj/köp-kvoten ger en bättre bild av stämningen i aktivt förvaltade fonder.
13F- och NPORT-arkiveringar
Detaljer om 13F-arkiveringar är gratis. Detaljer om NP-arkiveringar kräver ett premiummedlemskap. Gröna rader indikerar nya positioner. Röda rader indikerar stängda positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
Uppgradera
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.
| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-15 | 13F | Captrust Financial Advisors | 8 955 | −8,17 | 584 | 4,10 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 46 | 0,00 | 3 | 50,00 | ||||
| 2025-07-23 | 13F | Godsey & Gibb Associates | 423 | 0,00 | 28 | 12,50 | ||||
| 2025-08-14 | 13F | Boston Private Wealth Llc | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Venturi Wealth Management, LLC | 5 547 | 0,00 | 362 | 13,17 | ||||
| 2025-08-04 | 13F | Balentine LLC | 74 | 0,00 | 5 | 0,00 | ||||
| 2025-07-09 | 13F | Finley Financial, LLC | 500 | 0,00 | 33 | 14,29 | ||||
| 2025-08-06 | 13F | New Millennium Group LLC | 100 | 7 | ||||||
| 2025-08-07 | 13F | Allworth Financial LP | 1 424 | 0,07 | 93 | 13,58 | ||||
| 2025-07-15 | 13F | Main Street Group, LTD | 101 | 0,00 | 7 | 20,00 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 3 236 | −21,91 | 211 | −11,34 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 575 | 0,35 | 38 | 12,12 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 18 597 | 6,20 | 1 213 | 20,46 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 385 | 25 | ||||||
| 2025-08-05 | 13F | Hutchens & Kramer Investment Management Group, LLC | 4 231 | −16,33 | 275 | −5,50 | ||||
| 2025-08-11 | 13F | Cannon Advisors, Inc. | 7 676 | 30,41 | 501 | 48,22 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 4 133 | 0,80 | 270 | 13,98 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 137 103 | −9,24 | 8 946 | 2,88 | ||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | 38 | 2 | ||||||
| 2025-07-14 | 13F | Sweeney & Michel, Llc | 29 790 | 5,78 | 1 952 | 38,96 | ||||
| 2025-08-04 | 13F | REDW Wealth LLC | 11 013 | −0,73 | 719 | 12,54 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 6 144 | 401 | ||||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 4 207 | 0,02 | 275 | 13,22 | ||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 20 508 | −53,59 | 1 338 | −47,38 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 882 | 0,00 | 58 | 14,00 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 5 058 | −5,05 | 330 | 7,84 | ||||
| 2025-07-17 | 13F | Coastline Trust Co | 5 280 | 0,00 | 345 | 13,53 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 3 969 | −2,41 | 259 | 10,68 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 252 292 | 2,24 | 16 | 14,29 | ||||
| 2025-07-08 | 13F | Arlington Trust Co LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Concord Asset Management, LLC/VA | 3 958 | 258 | ||||||
| 2025-07-22 | 13F | VAUGHAN & Co SECURITIES, INC. | 12 591 | −81,87 | 822 | −79,46 | ||||
| 2025-08-05 | 13F | Atlas Private Wealth Advisors | 46 844 | 99,97 | 3 057 | 126,71 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 6 206 | 2,56 | 405 | 16,09 | ||||
| 2025-08-14 | 13F | Strategic Wealth Designers | 2 063 | −94,16 | 135 | −93,64 | ||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 6 810 | −19,16 | 444 | −8,26 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 38 551 | −5,79 | 3 | 0,00 | ||||
| 2025-07-22 | 13F | Mascoma Wealth Management LLC | 1 637 | 0,00 | 107 | 12,77 | ||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 30 441 | −1,96 | 1 986 | 11,14 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 16 336 | −58,35 | 1 066 | −52,81 | ||||
| 2025-08-08 | 13F | Evolution Wealth Advisors, LLC | 9 535 | 0,00 | 622 | 13,50 | ||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 210 | 0,00 | 14 | 8,33 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 2 503 | 163 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 82 530 | −1,96 | 5 385 | 11,15 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 15 374 | 0,00 | 1 003 | 13,46 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 67 542 | 0,30 | 4 407 | 13,70 | ||||
| 2025-08-28 | 13F/A | Tolleson Wealth Management, Inc. | 3 511 | 0,00 | 229 | 13,37 | ||||
| 2025-07-29 | 13F | Mezzasalma Advisors, LLC | 9 731 | 0,00 | 635 | 13,21 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 44 195 | −6,88 | 2 884 | 5,56 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 50 722 | −68,33 | 3 310 | −64,11 | ||||
| 2025-07-28 | 13F | Courier Capital Llc | 12 821 | −1,41 | 837 | 11,76 | ||||
| 2025-05-15 | 13F | Guardian Wealth Advisors, Llc / Nc | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Wealthcare Capital Management Llc | 5 320 | −51,86 | 347 | −45,44 | ||||
| 2025-07-15 | 13F | Accurate Wealth Management, LLC | 5 704 | 0,05 | 377 | 22,08 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 7 037 | −2,07 | 459 | 11,14 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 13 576 | −6,69 | 886 | 5,73 | ||||
| 2025-05-01 | 13F | Lane & Associates LLC | 8 883 | −2,10 | 511 | −9,24 | ||||
| 2025-08-14 | 13F | Toroso Investments, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 91 026 | −0,44 | 5 939 | 12,87 | ||||
| 2025-07-09 | 13F | Pallas Capital Advisors LLC | 12 025 | −40,00 | 785 | −32,00 | ||||
| 2025-07-14 | 13F | Abound Wealth Management | 160 | −4,19 | 10 | 11,11 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 360 | 23 | ||||||
| 2025-07-18 | 13F | Dogwood Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Detalus Advisors, LLC | 8 033 | 8,20 | 524 | 22,72 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 6 007 | −23,28 | 0 | |||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 21 738 | −2,38 | 1 418 | 10,69 | ||||
| 2025-04-11 | 13F | Safeguard Financial, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 4 389 | 0,14 | 286 | 13,49 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 85 960 | 6,41 | 5 609 | 20,63 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 274 900 | −21,10 | 17 937 | −10,57 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 1 737 | 4,95 | 113 | 18,95 | ||||
| 2025-04-25 | 13F | Uniting Wealth Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Wharton Business Group, LLC | 202 875 | 189,95 | 13 | 225,00 | ||||
| 2025-08-08 | 13F | Financial Life Planners | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 860 | 0,00 | 56 | 14,29 | ||||
| 2025-07-29 | 13F | Fundamentun, Llc | 180 879 | −13,67 | 11 802 | −2,13 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 1 155 | 75 | ||||||
| 2025-08-12 | 13F | NFP Retirement, Inc. | 14 938 | 975 | ||||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 11 167 | 26,74 | 729 | 43,59 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 13 | 0,00 | 1 | |||||
| 2025-08-14 | 13F | Betterment LLC | 99 389 | −32,76 | 6 | −25,00 | ||||
| 2025-07-21 | 13F | Mirae Asset Global Investments Co., Ltd. | 268 020 | 856,53 | 17 488 | 977,51 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 105 250 | −8,19 | 6 058 | −11,42 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 11 151 | −13,69 | 728 | −2,15 | ||||
| 2025-08-11 | 13F | Eq Llc | 4 801 | −1,27 | 313 | 12,19 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 14 455 | −14,73 | 943 | −3,28 | ||||
| 2025-08-07 | 13F | PFG Advisors | 39 698 | 10,16 | 2 590 | 24,88 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 6 307 | −16,71 | 412 | −5,52 | ||||
| 2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | VERITY Wealth Advisors | 11 780 | 0,00 | 769 | 13,27 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 300 | 0,00 | 20 | 11,76 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 5 351 | −96,44 | 349 | −95,97 | ||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 90 338 | 2,33 | 5 895 | 16,00 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 173 122 | 0,56 | 11 296 | 14,00 | ||||
| 2025-08-13 | 13F | Kilter Group LLC | 780 | 51 | ||||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 1 987 | 0,00 | 130 | 13,16 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 150 | 0,00 | 10 | 12,50 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 29 180 | 11,47 | 2 | 0,00 | ||||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 20 887 | 39,25 | 1 363 | 57,82 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 157 | 10 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 195 373 | 5 483,68 | 12 748 | 6 242,29 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 5 770 | −12,69 | 376 | −1,05 | ||||
| 2025-07-14 | 13F | Toth Financial Advisory Corp | 150 | 10 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 67 482 | −12,07 | 4 403 | −0,32 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 22 427 | 0,13 | 1 463 | 13,50 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 641 593 | 143,65 | 41 912 | 176,55 | ||||
| 2025-07-16 | 13F | Dakota Wealth Management | 3 570 | 0,00 | 233 | 13,17 | ||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 18 480 | −3,89 | 1 | 0,00 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 3 461 | 226 | ||||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 7 025 | −6,64 | 458 | 5,77 | ||||
| 2025-08-14 | 13F | Comerica Bank | 5 007 | −2,44 | 327 | 10,51 | ||||
| 2025-07-03 | 13F | Collective Family Office Llc | 4 713 | 0,00 | 308 | 13,28 | ||||
| 2025-08-14 | 13F | Talon Private Wealth, LLC | 1 910 | −47,80 | 125 | −43,89 | ||||
| 2025-07-31 | 13F | Hartford Financial Management Inc. | 2 198 | 0,00 | 143 | 13,49 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 292 585 | 8,31 | 19 091 | 22,79 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 15 760 | −12,80 | 1 028 | −1,15 | ||||
| 2025-07-21 | 13F | Curran Financial Partners, LLC | 9 760 | 637 | ||||||
| 2025-08-14 | 13F | Sentinus, LLC | 26 193 | −7,60 | 1 709 | 4,78 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 305 | 0,00 | 20 | 11,76 | ||||
| 2025-04-22 | 13F/A | NorthRock Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Winnow Wealth Llc | 15 | 1 | ||||||
| 2025-08-13 | 13F | Cerity Partners LLC | 16 524 | −8,24 | 1 078 | 4,05 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 43 324 | −5,84 | 2 828 | 6,72 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 4 865 | −8,67 | 321 | 4,90 | ||||
| 2025-07-24 | 13F | Eastern Bank | 229 | 0,00 | 15 | 7,69 | ||||
| 2025-08-14 | 13F | Destination Wealth Management | 9 498 | −4,63 | 620 | 8,03 | ||||
| 2025-08-14 | 13F/A | Barclays Plc | 492 | 0,00 | 0 | |||||
| 2025-07-17 | 13F | Symmetry Partners, LLC | 5 391 | −3,35 | 352 | 9,35 | ||||
| 2025-07-17 | 13F | Archford Capital Strategies, LLC | 9 344 | −41,04 | 610 | −33,22 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 3 842 | 251 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 5 478 | −37,09 | 0 | |||||
| 2025-08-05 | 13F | NewSquare Capital LLC | 5 | 0,00 | 0 | |||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 549 | 36 | ||||||
| 2025-07-16 | 13F | Embree Financial Group | 4 023 | 263 | ||||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 3 122 | −50,21 | 204 | −43,61 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 14 691 | 4,79 | 959 | 18,86 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 4 720 | −8,12 | 308 | 4,07 | ||||
| 2025-04-14 | 13F | Compass Planning Associates Inc | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 15 304 | −5,62 | 999 | 6,97 | ||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | Put | 0 | −100,00 | 0 | −100,00 | |||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 3 500 | 228 | ||||||
| 2025-07-24 | 13F | Blair William & Co/il | 9 452 | −4,08 | 617 | 8,64 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 21 743 | 8,03 | 1 419 | 22,45 | ||||
| 2025-07-17 | 13F | Wolff Wiese Magana Llc | 42 | 0,00 | 3 | 0,00 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 189 514 | −6,30 | 12 | 9,09 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 686 674 | −5,62 | 44 806 | 6,98 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 2 258 | −2,59 | 147 | 6,52 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 209 967 | −0,40 | 13 700 | 12,91 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 4 075 | −7,60 | 266 | 4,74 | ||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 4 | 0,00 | 0 | |||||
| 2025-08-14 | 13F | Colony Group, LLC | 11 801 | −2,01 | 770 | 11,11 | ||||
| 2025-07-16 | 13F | RWM Asset Management, LLC | 30 815 | −63,10 | 2 011 | −58,18 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 11 551 | 61,06 | 754 | 82,77 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 1 342 | 0,00 | 0 | |||||
| 2025-05-15 | 13F | Old Mission Capital Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-04-21 | 13F | Ronald Blue Trust, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Tsfg, Llc | 676 | 0,30 | 0 | |||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 22 | 0,00 | 0 | |||||
| 2025-07-17 | 13F | Clay Northam Wealth Management, LLC | 9 986 | −1,96 | 652 | 11,09 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 16 871 | −9,51 | 1 101 | 2,52 | ||||
| 2025-07-22 | 13F | Wealthcare Capital Partners, LLC | 31 725 | −5,11 | 2 070 | 7,59 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 6 607 | −16,27 | 431 | −5,07 | ||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 200 335 | −0,06 | 13 360 | 15,80 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 7 635 | 498 | ||||||
| 2025-08-14 | 13F | MGB Wealth Management, LLC | 9 559 | 0,05 | 624 | 13,27 | ||||
| 2025-05-12 | 13F | Founders Financial Alliance, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-08 | 13F | Hopwood Financial Services, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Moseley Investment Management Inc | 8 221 | −0,65 | 536 | 12,61 | ||||
| 2025-08-07 | 13F | LOM Asset Management Ltd | 1 200 | 0 | ||||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 335 | 0,00 | 22 | 10,53 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 3 470 | −66,56 | 226 | −62,14 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 3 118 | 203 | ||||||
| 2025-08-08 | 13F | CFO4Life Group, LLC | 3 961 | 0,00 | 258 | 13,66 | ||||
| 2025-04-23 | 13F | Alpha Financial Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Christopher J. Hasenberg, Inc | 19 020 | 1 241 | ||||||
| 2025-04-28 | 13F | Strategic Financial Concepts, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-12 | 13F | Clearwater Capital Advisors, LLC | 111 724 | 3,56 | 7 290 | 17,39 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 200 | −33,33 | 12 | −35,29 | ||||
| 2025-08-11 | 13F | Root Financial Partners, LLC | 4 095 | −22,59 | 267 | −12,17 | ||||
| 2025-07-15 | 13F | West Oak Capital, LLC | 300 | 0,00 | 0 | |||||
| 2025-07-16 | 13F/A | CX Institutional | 9 894 | 35,50 | 1 | |||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 2 491 | 163 | ||||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 11 387 | 9,74 | 743 | 24,46 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 34 614 440 | 0,90 | 2 258 592 | 14,38 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 5 463 | 356 | ||||||
| 2025-07-15 | 13F | Mather Group, Llc. | 4 253 | 0,00 | 278 | 13,52 | ||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 400 | 0,00 | 26 | 13,04 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 133 813 | −1,08 | 8 731 | 12,14 | ||||
| 2025-07-07 | 13F | Centurion Wealth Management LLC | 3 609 | 0,00 | 235 | 9,30 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 97 424 | 36,08 | 6 357 | 54,23 | ||||
| 2025-07-24 | 13F | McKinley Carter Wealth Services, Inc. | 7 121 | 0,39 | 465 | 13,73 | ||||
| 2025-07-25 | 13F | PrairieView Partners, LLC | 322 | 0,00 | 0 | |||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | McGinn Investment Management, Inc. | 11 181 | −0,82 | 1 | |||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 50 | 3 | ||||||
| 2025-07-25 | 13F | Concord Wealth Partners | 3 958 | −12,55 | 258 | −0,77 | ||||
| 2025-08-14 | 13F | Vivaldi Capital Management, LLC | 8 034 | −1,92 | 524 | 11,25 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 78 | 5 | ||||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 27 042 | −16,59 | 1 765 | −5,47 | ||||
| 2025-07-15 | 13F | Christensen, King & Associates Investment Services, Inc. | 5 553 | 0,27 | 362 | 8,38 | ||||
| 2025-07-29 | 13F | Interactive Financial Advisors | 9 412 | −1,34 | 614 | 11,84 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 11 201 | 190,03 | 731 | 228,83 | ||||
| 2025-08-05 | 13F | Benchmark Financial Wealth Advisors, LLC | 3 085 | 201 | ||||||
| 2025-07-10 | 13F | American Financial Advisors, LLC | 3 092 | 202 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 762 | −95,46 | 50 | −94,92 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 3 514 | 0,00 | 229 | 30,86 | ||||
| 2025-07-10 | 13F | Piscataqua Savings Bank | 50 | 0,00 | 3 | 50,00 | ||||
| 2025-07-17 | 13F | Baron Silver Stevens Financial Advisors, Llc | 40 491 | −11,63 | 2 642 | 0,19 | ||||
| 2025-08-11 | 13F | Advisor Resource Council | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F/A | StoneX Group Inc. | 5 657 | 271 | ||||||
| 2025-08-14 | 13F | Fmr Llc | 31 837 | −3,86 | 2 077 | 8,97 | ||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 9 502 | −1,30 | 620 | 11,73 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 6 967 | 0,66 | 455 | 14,07 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 28 476 | −6,96 | 1 858 | 5,51 | ||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 92 252 | 1,29 | 6 019 | 14,82 | ||||
| 2025-08-08 | 13F | Crossmark Global Holdings, Inc. | 41 696 | −9,66 | 2 722 | 2,52 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 243 773 | 49,62 | 15 906 | 69,61 | ||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 419 | 0,00 | 27 | 12,50 | ||||
| 2025-05-12 | 13F | Richard W. Paul & Associates, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 99 102 | −5,84 | 6 466 | 6,73 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 0 | −100,00 | 0 | |||||
| 2025-05-12 | 13F | Sandy Spring Bank | 7 634 | 0,00 | 439 | −3,52 | ||||
| 2025-05-13 | 13F | Brooklyn FI, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-13 | 13F | Crescent Grove Advisors, LLC | 17 435 | −6,48 | 1 138 | 5,96 | ||||
| 2025-08-08 | 13F | TD Capital Management LLC | 98 | −83,99 | 6 | −82,86 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 11 283 | −39,22 | 736 | −31,09 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 24 700 | −59,57 | 1 612 | −54,18 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 3 636 | −0,36 | 237 | 12,86 | ||||
| 2025-08-11 | 13F | Bellwether Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 18 | −51,35 | 1 | −50,00 | ||||
| 2025-07-25 | 13F | SPC Financial, Inc. | 16 495 | 0,89 | 1 076 | 14,35 | ||||
| 2025-08-13 | 13F | Ally Invest Advisors Inc. | 13 135 | 4,90 | 857 | 19,03 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 6 343 | −16,98 | 414 | −5,92 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 542 | −85,77 | 35 | −84,02 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 750 | 49 | ||||||
| 2025-07-07 | 13F | Wilson & Boucher Capital Management, LLC | 9 051 | 0,00 | 591 | 13,46 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 10 724 | −3,80 | 712 | 10,92 | ||||
| 2025-08-11 | 13F | Ritter Daniher Financial Advisory LLC / DE | 125 | 0,00 | 8 | 14,29 | ||||
| 2025-07-21 | 13F | Crews Bank & Trust | 3 383 | 0,00 | 221 | 13,40 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 5 266 | −6,50 | 344 | 5,86 | ||||
| 2025-07-31 | 13F | Sage Mountain Advisors LLC | 252 | 0,00 | 16 | 14,29 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 73 378 | 3,52 | 4 788 | 17,36 | ||||
| 2025-08-11 | 13F | PFG Private Wealth Management, LLC | 4 310 | 0,00 | 281 | 13,31 | ||||
| 2025-07-23 | 13F | Equitable Trust Co | 3 188 | 208 | ||||||
| 2025-07-25 | 13F | Check Capital Management Inc/ca | 8 800 | 0,00 | 574 | 13,44 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 11 383 | −8,51 | 743 | 3,63 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 458 | −30,71 | 30 | −23,68 | ||||
| 2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 118 612 | −1,23 | 8 | 16,67 | ||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 750 | −3,47 | 43 | −6,52 | ||||
| 2025-07-14 | 13F | Kfg Wealth Management, Llc | 4 900 | 0,80 | 320 | 14,34 | ||||
| 2025-07-15 | 13F | Financial Partners Group, Inc | 7 564 | 0,40 | 494 | 13,86 | ||||
| 2025-07-10 | 13F | Selective Wealth Management, Inc. | 4 279 | 0,00 | 284 | 22,51 | ||||
| 2025-07-07 | 13F | Versant Capital Management, Inc | 24 | 0,00 | 2 | 0,00 | ||||
| 2025-08-12 | 13F | Accordant Advisory Group Inc | 15 | 1 | ||||||
| 2025-08-08 | 13F | Creative Planning | 8 618 | −1,77 | 562 | 11,51 | ||||
| 2025-08-14 | 13F | UBS Group AG | 263 326 | −0,67 | 17 182 | 12,61 | ||||
| 2025-08-04 | 13F | WNY Asset Management, LLC | 7 046 | −13,26 | 460 | −1,71 | ||||
| 2025-07-14 | 13F | Painted Porch Advisors LLC | 305 | 20 | ||||||
| 2025-07-28 | 13F | Morris Financial Concepts, Inc. | 257 | 0,00 | 17 | 14,29 | ||||
| 2025-08-11 | 13F | Anfield Capital Management, LLC | 23 | 0,00 | 2 | 0,00 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 4 051 | 263 | ||||||
| 2025-07-25 | 13F | Stephens Consulting, LLC | 259 | 0,00 | 17 | 14,29 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 25 133 | 9,31 | 1 640 | 23,89 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 6 270 | 40,36 | 409 | 59,14 | ||||
| 2025-05-07 | 13F | Abbot Financial Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Segment Wealth Management, LLC | 108 171 | −3,13 | 7 058 | 9,82 | ||||
| 2025-07-23 | 13F | Foresight Capital Management Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 9 246 | 14,08 | 603 | 29,40 | ||||
| 2025-05-08 | 13F | Essential Planning, LLC. | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Key FInancial Inc | 360 | 0,00 | 23 | 15,00 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 1 558 | −1,08 | 102 | 12,22 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 47 574 | −1,80 | 3 104 | 11,33 | ||||
| 2025-07-15 | 13F | Patriot Investment Management Inc. | 7 692 | −4,58 | 502 | 8,21 | ||||
| 2025-07-24 | 13F | Comprehensive Money Management Services LLC | 7 843 | −1,26 | 512 | 11,82 | ||||
| 2025-08-08 | 13F | Mv Capital Management, Inc. | 667 | 0,00 | 44 | 13,16 | ||||
| 2025-07-15 | 13F | BostonPremier Wealth LLC | 19 308 | 0,57 | 1 260 | 13,94 | ||||
| 2025-08-14 | 13F | Family Office Research LLC | 13 700 | −0,35 | 894 | 12,90 | ||||
| 2025-07-07 | 13F | Global Wealth Strategies & Associates | 640 | 0,00 | 42 | 13,89 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 90 384 | 9,96 | 5 898 | 24,65 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 287 652 | −3,10 | 18 769 | 9,85 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 56 506 | 15,43 | 3 672 | 29,52 | ||||
| 2025-08-08 | 13F | Cedar Wealth Management, LLC | 3 445 | 0,00 | 225 | 13,13 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 5 496 | 359 | ||||||
| 2025-05-14 | 13F | Fisher Asset Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-08 | 13F | Bouchey Financial Group Ltd | 3 588 | 0,00 | 234 | 13,59 | ||||
| 2025-08-13 | 13F | Fortress Financial Solutions, LLC | 7 989 | −7,98 | 521 | 4,41 | ||||
| 2025-08-04 | 13F | Econ Financial Services Corp | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 20 483 | 0,00 | 1 337 | 13,32 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | GWM Advisors LLC | 4 606 | −1,41 | 301 | 11,94 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 4 475 | 292 | ||||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 267 | −42,83 | 17 | −34,62 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 2 | 0 | ||||||
| 2025-07-24 | 13F | Horizon Bancorp Inc /in/ | 17 | 0,00 | 0 | |||||
| 2025-08-04 | 13F | Spire Wealth Management | 204 | −79,16 | 13 | −76,79 |
