Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i iShares Trust - iShares MSCI ACWI ETF inkluderar Centennial Bank/AR/, Glenmede Investment Management, LP, Verum Partners LLC, Old Mission Capital Llc, Maseco Llp, TT Capital Management LLC, Secure Asset Management, LLC, Nuveen, LLC, Arkadios Wealth Advisors, Pettyjohn, Wood & White, Inc, Compass Investment Advisers LLC, Gutierrez Wealth Advisory, LLC, Midwestern Financial, LLC /IA, FSM Wealth Advisors, LLC, SageView Advisory Group, LLC, JPL Wealth Management, LLC, Gladstone Institutional Advisory LLC, Betterment LLC, Spreng Capital Management, Inc., och Exchange Capital Management, Inc. .
Denna sida visar förändringar i ägarstrukturen genom att lista institutioner, fonder och större aktieägare som har ökat sina innehav eller öppnat nya positioner under den senaste rapporteringsperioden. Gröna rader indikerar nya positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
Uppgradera för att låsa upp premiumdata.
| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-08 | 13F | MTM Investment Management, LLC | 675 | 87 | ||||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 2 775 | 357 | ||||||
| 2025-07-25 | 13F | McNamara Financial Services, Inc. | 2 233 | 2,53 | 287 | 13,44 | ||||
| 2025-08-11 | 13F | Empirical Finance, LLC | 12 816 | 2,62 | 1 648 | 13,42 | ||||
| 2025-08-05 | 13F | Frederick Financial Consultants, LLC | 1 799 | 231 | ||||||
| 2025-07-21 | 13F | Cape Ann Savings Bank | 3 863 | 4,89 | 497 | 15,89 | ||||
| 2025-07-18 | 13F | BSW Wealth Partners | 30 907 | 0,16 | 3 975 | 10,67 | ||||
| 2025-07-23 | 13F | Schrum Private Wealth Management LLC | 1 761 | 0,06 | 227 | 10,78 | ||||
| 2025-07-16 | 13F | American National Bank | 500 | 64 | ||||||
| 2025-08-12 | 13F | Allen Capital Group, LLC | 2 873 | 12,23 | 369 | 24,24 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 81 059 | 18,25 | 10 424 | 30,66 | ||||
| 2025-08-14 | 13F | UBS Group AG | 962 858 | 76,26 | 123 824 | 94,75 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 100 | 13 | ||||||
| 2025-08-13 | 13F | Nyl Investors Llc | 86 771 | 4,29 | 11 159 | 15,23 | ||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 3 113 | 36,42 | 400 | 50,94 | ||||
| 2025-08-14 | 13F | Common Fund For Nonprofit Organizations | 518 042 | 14,45 | 66 620 | 26,45 | ||||
| 2025-08-13 | 13F | Vermillion & White Wealth Management Group, LLC | 129 | 0,78 | 17 | 14,29 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 44 800 | 33,33 | 5 761 | 47,34 | |||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 74 701 | 98,36 | 9 607 | 119,16 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 334 | 43 | ||||||
| 2025-07-22 | 13F | Gutierrez Wealth Advisory, LLC | 4 609 | 593 | ||||||
| 2025-08-04 | 13F | Balentine LLC | 5 774 | 8,03 | 742 | 19,29 | ||||
| 2025-07-25 | 13F | GFS Advisors, LLC | 202 200 | 15,92 | 26 003 | 28,08 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 29 195 | 3 754 | ||||||
| 2025-08-13 | 13F | North Berkeley Wealth Management, LLC | 82 510 | 0,24 | 10 611 | 10,75 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 5 584 | 17,14 | 736 | 30,27 | ||||
| 2025-08-11 | 13F | Y.D. More Investments Ltd | 10 299 | 69,11 | 1 323 | 86,72 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 61 171 | 5,36 | 7 867 | 16,41 | ||||
| 2025-07-31 | 13F | Warburton Capital Management, LLC | 2 399 | 0,76 | 0 | |||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 7 597 | 0,48 | 987 | 12,16 | ||||
| 2025-08-14 | 13F/A | Bank Julius Baer & Co. Ltd, Zurich | 342 137 | 3,74 | 43 999 | 7,87 | ||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 50 408 | 0,23 | 6 482 | 10,75 | ||||
| 2025-07-16 | 13F | Independent Wealth Network Inc. | 40 844 | 0,85 | 5 253 | 11,44 | ||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 43 644 | 67,27 | 5 613 | 84,85 | ||||
| 2025-08-14 | 13F | Tudor Investment Corp Et Al | 11 035 | 1 419 | ||||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 1 325 997 | 17,89 | 170 523 | 30,26 | ||||
| 2025-08-13 | 13F | Icon Advisers Inc/co | 1 500 | 193 | ||||||
| 2025-07-16 | 13F | Magnus Financial Group LLC | 4 107 | 0,07 | 528 | 10,69 | ||||
| 2025-07-28 | 13F | Aries Wealth Management | 21 074 | 0,09 | 2 710 | 10,61 | ||||
| 2025-07-31 | 13F | GenTrust, LLC | 5 998 | 0,17 | 771 | 10,78 | ||||
| 2025-08-15 | 13F | Great West Life Assurance Co /can/ | 413 286 | 18,89 | 53 | 32,50 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 4 571 | 0,86 | 588 | 11,39 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 11 575 | 23,19 | 1 517 | 38,79 | ||||
| 2025-08-14 | 13F | Windsor Advisory Group, LLC | 2 083 | 268 | ||||||
| 2025-08-14 | 13F | Old Mission Capital Llc | Call | 16 500 | 164 | |||||
| 2025-08-14 | 13F | GWM Advisors LLC | 11 138 | 1,70 | 1 432 | 12,40 | ||||
| 2025-08-08 | 13F | IMA Wealth, Inc. | 596 | 0,85 | 77 | 11,76 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 2 362 | 304 | ||||||
| 2025-07-10 | 13F | Sumitomo Mitsui DS Asset Management Company, Ltd | 11 725 | 290,83 | 1 508 | 331,81 | ||||
| 2025-08-14 | 13F | TT Capital Management LLC | 9 362 | 1 122 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-05 | 13F | Huntington National Bank | 618 | 10,38 | ||||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 1 792 945 | 132,43 | 230 573 | 156,81 | ||||
| 2025-08-08 | 13F | Evolution Wealth Advisors, LLC | 5 448 | 0,13 | 701 | 10,58 | ||||
| 2025-07-15 | 13F | Accurate Wealth Management, LLC | 4 313 | 0,02 | 560 | 16,91 | ||||
| 2025-08-12 | 13F | Boreal Capital Management LLC | 947 | 122 | ||||||
| 2025-08-12 | 13F | Pettyjohn, Wood & White, Inc | 5 405 | 695 | ||||||
| 2025-07-23 | 13F | RiverTree Advisors, LLC | 1 896 | 2,21 | 244 | 13,02 | ||||
| 2025-08-13 | 13F | Annandale Capital, LLC | 5 212 | 0,04 | 1 | |||||
| 2025-08-12 | 13F | Prudential Plc | 852 835 | 11,26 | 109 675 | 22,93 | ||||
| 2025-07-17 | 13F | Oak Family Advisors, Llc | 45 319 | 1 065,01 | 5 828 | 1 189,38 | ||||
| 2025-07-15 | 13F | Cassia Capital Partners, LLC | 2 671 | 7,57 | 343 | 19,10 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 55 041 | 15,84 | 7 | 40,00 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 6 289 | 246,69 | 809 | 282,94 | ||||
| 2025-07-21 | 13F | Ntv Asset Management Llc | 7 746 | 0,05 | 996 | 10,54 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 6 026 | 775 | ||||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 4 345 | 38,42 | 559 | 52,88 | ||||
| 2025-08-12 | 13F | Prudential Financial Inc | 73 100 | 1,95 | 8 937 | 7,08 | ||||
| 2025-08-14 | 13F | Fiduciary Trust Co | 8 821 | 0,05 | 1 134 | 10,53 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 28 413 | 6,65 | 3 654 | 17,87 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 2 103 | 270 | ||||||
| 2025-08-06 | 13F | Hoxton Planning & Management, LLC | 3 069 | 2,16 | 395 | 12,89 | ||||
| 2025-08-05 | 13F | Bridgewater Advisors Inc. | 2 548 | 7,42 | 334 | 20,22 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 11 145 | 22,51 | 1 433 | 35,44 | ||||
| 2025-08-13 | 13F | RFP Financial Group LLC | 28 846 | 1,98 | 3 710 | 12,67 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 2 082 | 268 | ||||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 279 639 | 1,04 | 36 294 | 12,67 | ||||
| 2025-08-14 | 13F | Vident Advisory, LLC | 6 730 | 0,01 | 866 | 10,47 | ||||
| 2025-08-14 | 13F | Qalhat Capital Ltd | 3 588 206 | 46,39 | 461 443 | 61,75 | ||||
| 2025-08-07 | 13F | Fund Evaluation Group, LLC | 18 456 | 1,34 | 2 373 | 11,99 | ||||
| 2025-08-14 | 13F | Betterment LLC | 2 584 | 0 | ||||||
| 2025-07-25 | 13F | Pathway Financial Advisors LLC | 244 292 | 6 875,79 | 31 416 | 7 618,67 | ||||
| 2025-07-17 | 13F | LVW Advisors, LLC | 3 248 | 5,56 | 418 | 16,48 | ||||
| 2025-07-15 | 13F | Beacon Investment Advisory Services, Inc. | 46 319 | 5 957 | ||||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 9 349 | 0,19 | 1 202 | 10,68 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 283 160 | 1,08 | 36 414 | 11,69 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 394 307 | 1,21 | 50 708 | 11,83 | ||||
| 2025-07-25 | 13F | Pandora Wealth, Inc. | 672 | 6,33 | 86 | 17,81 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 185 614 | 2,74 | 23 870 | 13,52 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 9 969 | 28,33 | 1 282 | 41,70 | ||||
| 2025-08-04 | 13F | AlphaStar Capital Management, LLC | 8 442 | 1 086 | ||||||
| 2025-07-22 | 13F | Old National Bancorp /in/ | 207 256 | 1 366,36 | 26 653 | 1 520,24 | ||||
| 2025-07-25 | 13F | Stonehage Fleming Financial Services Holdings Ltd | 19 426 | 25,04 | 2 498 | 38,16 | ||||
| 2025-07-29 | 13F | Balboa Wealth Partners | 2 560 | 1,23 | 329 | 11,90 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 20 947 | 20,01 | 2 694 | 32,59 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 6 031 | 0,48 | 776 | 11,03 | ||||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 160 085 | 36,26 | 20 587 | 50,56 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 17 674 | 2 273 | ||||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 8 586 | 27,82 | 1 104 | 41,36 | ||||
| 2025-08-13 | 13F | BCJ Capital Management, LLC | 6 656 | 0,77 | 856 | 11,46 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 3 274 | 9,28 | 421 | 20,98 | ||||
| 2025-07-15 | 13F | Financial Management Professionals, Inc. | 71 093 | 1 887,50 | 9 143 | 2 097,60 | ||||
| 2025-07-23 | 13F | Fluent Financial, LLC | 20 134 | 2 589 | ||||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 13 714 | 3,43 | 1 764 | 14,26 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 2 916 | 0,07 | 375 | 10,62 | ||||
| 2025-08-25 | NP | IOLZX - ICON EQUITY FUND Institutional Class | 1 500 | 193 | ||||||
| 2025-08-14 | 13F | Sand Hill Global Advisors, LLC | 42 046 | 6,24 | 5 407 | 17,39 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 925 215 | 35,08 | 118 983 | 49,25 | ||||
| 2025-07-29 | 13F | Aspiriant, Llc | 17 374 | 2,06 | 2 234 | 12,77 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 7 106 | 0,45 | 914 | 10,94 | ||||
| 2025-08-14 | 13F | Wetherby Asset Management Inc | 12 599 | 0,41 | 1 620 | 9,91 | ||||
| 2025-07-10 | 13F | P/E Global LLC | 2 215 307 | 0,64 | 285 | 10,94 | ||||
| 2025-07-28 | 13F | IFC Advisors LLC | 104 332 | 0,01 | 13 417 | 10,51 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 7 338 | 0,04 | 944 | 10,55 | ||||
| 2025-08-12 | 13F | Barings Llc | 37 409 | 38,60 | 4 811 | 53,14 | ||||
| 2025-08-13 | 13F | Leuthold Group, Llc | 1 716 | 221 | ||||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | 12 048 | 7,57 | 1 549 | 18,88 | ||||
| 2025-08-08 | 13F/A | Sequoia Financial Advisors, LLC | Call | 12 | ||||||
| 2025-08-13 | 13F | Boston Family Office Llc | 1 600 | 0 | ||||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 5 471 | 0,16 | 704 | 10,71 | ||||
| 2025-07-24 | 13F | Ashford Advisors, LLC | 123 362 | 0,49 | 15 864 | 11,04 | ||||
| 2025-08-12 | 13F | Choate Investment Advisors | 12 235 | 8,17 | 1 573 | 19,53 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 102 714 | 0,22 | 13 209 | 10,73 | ||||
| 2025-08-12 | 13F | Atlas Capital Advisors Llc | 12 285 | 0,37 | 1 580 | 10,88 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 104 316 | 0,13 | 13 415 | 10,63 | ||||
| 2025-07-15 | 13F | Retirement Income Solutions, Inc | 40 022 | 0,67 | 5 147 | 11,22 | ||||
| 2025-08-04 | 13F | Analyst IMS Investment Management Services Ltd. | 4 762 | 24,66 | 1 | |||||
| 2025-05-06 | 13F | JPL Wealth Management, LLC | 2 954 | 325 | ||||||
| 2025-08-06 | 13F | Capasso Planning Partners LLC | 7 810 | 25,12 | 1 004 | 38,29 | ||||
| 2025-07-29 | 13F | Spreng Capital Management, Inc. | 2 193 | 282 | ||||||
| 2025-08-07 | 13F | Americana Partners, LLC | 4 176 | 1,80 | 537 | 12,58 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 348 861 | 8,15 | 44 843 | 19,44 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 2 165 | 0,74 | 278 | 11,20 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 2 785 | 2,05 | 358 | 12,93 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 363 | 49,38 | 47 | 64,29 | ||||
| 2025-09-03 | 13F | American Trust | 3 913 | 503 | ||||||
| 2025-07-15 | 13F | Maseco Llp | 12 283 | 1 580 | ||||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 50 142 | 333,27 | 6 448 | 379,05 | ||||
| 2025-07-09 | 13F | Clarus Wealth Advisors | 17 381 | 1,86 | 2 240 | 16,48 | ||||
| 2025-07-29 | 13F | Cidel Asset Management Inc | 2 215 | 285 | ||||||
| 2025-04-09 | 13F | Compass Investment Advisers LLC | 4 780 | 562 | ||||||
| 2025-08-01 | 13F | Bessemer Group Inc | 493 941 | 56,52 | 64 | 75,00 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 4 692 | 25,76 | 603 | 38,94 | ||||
| 2025-07-22 | 13F | Unique Wealth, Llc | 93 044 | 15,46 | 11 965 | 27,57 | ||||
| 2025-08-07 | 13F | Winch Advisory Services, LLC | 181 | 0,56 | 23 | 15,00 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | Put | 20 600 | 54,89 | 42 | −56,70 | |||
| 2025-07-17 | 13F | Symmetry Partners, LLC | 2 337 | 15,92 | 301 | 28,21 | ||||
| 2025-07-09 | 13F | GSG Advisors LLC | 1 745 | 224 | ||||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | Call | 3 000 | 38 580 | |||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 13 828 | 3,88 | 2 | 0,00 | ||||
| 2025-07-17 | 13F | DiNuzzo Private Wealth, Inc. | 347 | 1,46 | 45 | 12,82 | ||||
| 2025-07-29 | 13F | Arcus Capital Partners, LLC | 20 040 | 3,35 | 2 577 | 14,23 | ||||
| 2025-07-28 | 13F | Naviter Wealth, LLC | 276 103 | 78,66 | 35 507 | 97,66 | ||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 3 644 | 6,30 | 469 | 17,29 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 272 062 | 4,44 | 34 987 | 15,40 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 309 446 | 18,29 | 39 795 | 30,70 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | Put | 1 000 000 | 128 600 | |||||
| 2025-08-13 | 13F | Cerity Partners LLC | 270 185 | 15,24 | 34 746 | 27,33 | ||||
| 2025-07-24 | 13F | Verger Capital Management LLC | 377 424 | 29,66 | 48 537 | 43,27 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 4 239 | 4,05 | 545 | 14,98 | ||||
| 2025-08-07 | 13F | Rathbone Brothers plc | 18 153 | 31,87 | 2 334 | 45,69 | ||||
| 2025-08-05 | 13F | American Capital Advisory, LLC | 211 | 0,48 | 27 | 12,50 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 542 081 | 8,35 | 69 712 | 19,72 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1 731 991 | 0,51 | 222 734 | 11,05 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 65 644 | 6,04 | 8 442 | 17,17 | ||||
| 2025-07-10 | 13F | YHB Investment Advisors, Inc. | 9 300 | 1,09 | 1 196 | 11,68 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | Put | 93 300 | 3,67 | 11 998 | 14,54 | |||
| 2025-07-30 | 13F | Bleakley Financial Group, LLC | 19 839 | 3,58 | 2 551 | 14,45 | ||||
| 2025-08-11 | 13F | Nomura Asset Management Co Ltd | 796 560 | 5,56 | 102 438 | 16,64 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | Call | 78 900 | 2,47 | 10 147 | 13,21 | |||
| 2025-07-15 | 13F | Verum Partners LLC | 48 235 | 6 203 | ||||||
| 2025-08-12 | 13F | Insigneo Advisory Services, Llc | 17 965 | 14,87 | 2 310 | 26,92 | ||||
| 2025-08-04 | 13F | AMG National Trust Bank | 12 548 | 0,04 | 1 614 | 10,56 | ||||
| 2025-08-01 | 13F | Transcend Wealth Collective, Llc | 6 656 | 0,18 | 856 | 10,61 | ||||
| 2025-07-03 | 13F | First Hawaiian Bank | 3 083 | 65,57 | 396 | 83,33 | ||||
| 2025-08-05 | 13F | K.J. Harrison & Partners Inc | 3 860 | 37,86 | 496 | 52,62 | ||||
| 2025-07-25 | 13F | ONE Advisory Partners, LLC | 3 763 | 0,78 | 496 | 14,29 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 307 346 | 22,19 | 39 525 | 35,00 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 5 339 | 66,12 | 687 | 83,42 | ||||
| 2025-04-22 | 13F | Shum Financial Group, Inc. | 11 614 | 1,97 | 1 352 | 0,97 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 86 103 | 1,05 | 11 073 | 11,65 | ||||
| 2025-08-13 | 13F | Hsbc Holdings Plc | 682 930 | 21,66 | 87 825 | 34,42 | ||||
| 2025-07-31 | 13F | BIP Wealth, LLC | 74 533 | 6,72 | 9 585 | 17,91 | ||||
| 2025-08-14 | 13F | Sagard Holdings Management Inc. | 250 | 32 | ||||||
| 2025-08-14 | 13F | Wellington Management Group Llp | 414 937 | 499,60 | 53 361 | 562,53 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 3 438 | 28,09 | 440 | 41,48 | ||||
| 2025-08-11 | 13F | Wescott Financial Advisory Group, LLC | 41 765 | 2,63 | 5 371 | 13,41 | ||||
| 2025-08-05 | 13F | Freestone Capital Holdings, LLC | 36 621 | 5,48 | 4 709 | 16,56 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 177 187 | 11,54 | 22 786 | 23,24 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 20 821 | 7,13 | 2 678 | 18,35 | ||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 3 234 | 29,05 | 416 | 42,61 | ||||
| 2025-07-10 | 13F | Secure Asset Management, LLC | 7 611 | 979 | ||||||
| 2025-07-09 | 13F | Westmount Partners, LLC | 1 770 | 0,11 | 228 | 10,73 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 81 492 | 0,11 | 10 480 | 10,61 | ||||
| 2025-07-09 | 13F | Christopher J. Hasenberg, Inc | 3 539 | 72,47 | 455 | 90,38 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 1 359 545 | 7,78 | 174 837 | 19,09 | ||||
| 2025-08-08 | 13F | Thrive Capital Management, LLC | 3 007 | 387 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 353 | 969,70 | 45 | 1 400,00 | ||||
| 2025-08-14 | 13F | Eight 31 Financial Llc | 5 514 | 1,04 | 709 | 11,65 | ||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 2 147 | 0,42 | 276 | 11,29 | ||||
| 2025-07-09 | 13F | PFW Advisors LLC | 25 022 | 1,82 | 3 218 | 12,48 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 20 562 | 0,92 | 2 644 | 11,51 | ||||
| 2025-07-11 | 13F | Diversified Trust Co | 35 245 | 0,07 | 4 533 | 10,56 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 1 677 | 216 | ||||||
| 2025-08-06 | 13F | Richard Bernstein Advisors LLC | 668 | 51,47 | 86 | 66,67 | ||||
| 2025-07-24 | 13F | Callan Family Office, LLC | 20 675 | 4,58 | 2 659 | 15,51 | ||||
| 2025-08-14 | 13F | Hirtle Callaghan & Co LLC | 46 051 | 147,17 | 5 922 | 173,15 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 4 816 | 1,28 | 619 | 11,93 | ||||
| 2025-07-10 | 13F | Oldfather Financial Services, LLC | 1 677 | 216 | ||||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 7 960 | 77,05 | 1 024 | 95,60 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 2 180 | 280 | ||||||
| 2025-07-24 | 13F | McKinley Carter Wealth Services, Inc. | 30 072 | 1 198,45 | 3 867 | 1 337,55 | ||||
| 2025-08-14 | 13F | Boston Private Wealth Llc | 1 943 | 250 | ||||||
| 2025-08-11 | 13F | Elequin Capital Lp | 1 457 | 187 | ||||||
| 2025-08-13 | 13F | Strategic Family Wealth Counselors, L.L.C. | 15 864 | 11,14 | 2 040 | 22,82 | ||||
| 2025-08-11 | 13F | Stonebrook Private Inc. | 8 858 | 1,44 | 1 139 | 12,11 | ||||
| 2025-07-17 | 13F | SC&H Financial Advisors, Inc. | 1 563 | 201 | ||||||
| 2025-07-29 | 13F | Wcm Investment Management, Llc | 1 412 | 181 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 2 804 | 14,12 | 361 | 25,87 | ||||
| 2025-08-07 | 13F | Gryphon Financial Partners LLC | 89 138 | 5,48 | 11 463 | 16,55 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 8 647 | 19,42 | 1 | |||||
| 2025-08-14 | 13F | Vivaldi Capital Management, LLC | 34 723 | 1,96 | 4 465 | 12,67 | ||||
| 2025-08-15 | 13F/A | Rakuten Securities, Inc. | 4 | 1 | ||||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 1 651 | 213 | ||||||
| 2025-08-28 | 13F | Midwestern Financial, LLC /IA | 4 488 | 577 | ||||||
| 2025-07-28 | 13F | Moran Wealth Management, LLC | 9 250 | 337,56 | 1 190 | 383,33 | ||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 3 288 | 432 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 328 876 | 24,96 | 42 293 | 38,07 | ||||
| 2025-08-13 | 13F | Dana Investment Advisors, Inc. | 5 328 | 9,72 | 685 | 21,24 | ||||
| 2025-08-14 | 13F | Fmr Llc | 61 076 | 1,04 | 7 854 | 11,64 | ||||
| 2025-07-17 | 13F | G&S Capital LLC | 12 912 | 6,72 | 1 660 | 17,90 | ||||
| 2025-08-14 | 13F | VPR Management LLC | 93 300 | 12,00 | 11 998 | 23,75 | ||||
| 2025-08-07 | 13F | Greystone Financial Group, LLC | 18 131 | 2,01 | 2 332 | 12,72 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 6 992 | 0,11 | 899 | 10,85 | ||||
| 2025-07-28 | 13F | Ckw Financial Group | 22 070 | 6,73 | 3 | 0,00 | ||||
| 2025-07-25 | 13F | St. Louis Trust Co | 24 015 | 0,11 | 3 088 | 10,60 | ||||
| 2025-08-13 | 13F | ASB Consultores, LLC | 16 330 | 29,07 | 2 100 | 42,66 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 2 077 | 267 | ||||||
| 2025-08-29 | 13F | Total Investment Management Inc | 1 444 | 186 | ||||||
| 2025-08-08 | 13F | SG Americas Securities, LLC | 87 253 | 2,67 | 11 | 22,22 | ||||
| 2025-07-09 | 13F | Procyon Private Wealth Partners, LLC | 36 728 | 4 723 | ||||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 477 135 | 11,82 | 61 360 | 23,55 | ||||
| 2025-07-16 | 13F | Ascent Capital Management, LLC | 1 577 | 203 | ||||||
| 2025-08-13 | 13F | Brown Advisory Inc | 492 387 | 5,37 | 63 321 | 16,43 | ||||
| 2025-08-06 | 13F | Adviser Investments LLC | 14 556 | 1,01 | 1 872 | 11,57 | ||||
| 2025-08-14 | 13F | Voya Investment Management Llc | 28 406 | 52,37 | 3 653 | 68,42 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 1 178 286 | 10,36 | 151 528 | 21,93 | ||||
| 2025-08-08 | 13F | Creative Planning | 52 432 | 4,95 | 6 743 | 15,96 | ||||
| 2025-08-04 | 13F | Amplius Wealth Advisors, LLC | 106 425 | 51,09 | 13 686 | 66,94 | ||||
| 2025-07-09 | 13F | Brand Asset Management Group, Inc. | 2 817 | 2,21 | 362 | 13,13 | ||||
| 2025-08-12 | 13F | Nuveen, LLC | 6 177 | 739 | ||||||
| 2025-08-13 | 13F | Avestar Capital, LLC | 123 295 | 160,84 | 15 856 | 188,22 | ||||
| 2025-07-23 | 13F | Drake & Associates, LLC | 183 227 | 4,25 | 23 563 | 15,18 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 495 | 607,14 | 64 | 687,50 | ||||
| 2025-08-28 | NP | RSGGX - Victory RS Global Fund Class A | 116 130 | 110,93 | 14 934 | 133,09 | ||||
| 2025-07-24 | 13F | NavPoint Financial, Inc. | 8 717 | 0,77 | 1 121 | 11,33 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 4 376 | 1,60 | 563 | 12,18 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 18 878 | 3,30 | 2 428 | 14,10 | ||||
| 2025-08-11 | 13F | Sierra Capital LLC | 8 857 | 0,52 | 1 | 0,00 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 66 422 | 832,76 | 8 542 | 931,52 | ||||
| 2025-08-11 | 13F | Bellwether Advisors, LLC | 5 524 | 3,00 | 710 | 13,96 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 243 976 | 1,15 | 31 375 | 11,76 | ||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 2 013 | 0,05 | 259 | 10,26 | ||||
| 2025-07-31 | 13F | FSM Wealth Advisors, LLC | 3 963 | 510 | ||||||
| 2025-07-17 | 13F | Summit Financial Strategies, Inc. | 2 351 | 13,25 | 302 | 25,31 | ||||
| 2025-07-22 | 13F | Three Bridge Wealth Advisors, LLC | 403 429 | 2,95 | 51 881 | 13,74 | ||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 54 483 | 3,86 | 6 341 | 2,89 | ||||
| 2025-07-21 | 13F | Atwater Malick LLC | 44 098 | 2,28 | 5 671 | 12,99 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 414 687 | 0,93 | 53 329 | 11,52 | ||||
| 2025-08-14 | 13F | Horizon Investments, LLC | 6 | 1 | ||||||
| 2025-07-29 | 13F | Activest Wealth Management | 16 369 | 39,13 | 2 105 | 53,76 | ||||
| 2025-08-05 | 13F | Centennial Bank/AR/ | 78 775 | 10 130 | ||||||
| 2025-08-14 | 13F | Partners Capital Investment Group, Llp | 385 120 | 49,93 | 49 526 | 65,67 | ||||
| 2025-08-01 | 13F | Banco Santander, S.A. | 385 710 | 62,70 | 49 602 | 79,76 | ||||
| 2025-04-09 | 13F | Sarasin & Partners LLP | 1 378 340 | 164 781 | ||||||
| 2025-08-11 | 13F | Ritter Daniher Financial Advisory LLC / DE | 1 443 | 20,75 | 186 | 33,09 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 70 000 | 9 002 | ||||||
| 2025-08-15 | 13F | Blue Chip Partners, Inc. | 2 025 | 10,11 | 260 | 21,50 | ||||
| 2025-08-07 | 13F | Tfo-tdc, Llc | 11 616 | 0,77 | 1 494 | 11,33 | ||||
| 2025-07-23 | 13F | Shell Asset Management Co | 0 | 0 | ||||||
| 2025-08-14 | 13F | Summit Trail Advisors, Llc | 14 733 | 1 895 | ||||||
| 2025-07-23 | 13F | Equitable Trust Co | 177 192 | 34,85 | 22 787 | 48,99 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 13 579 | 1,56 | 1 746 | 12,21 | ||||
| 2025-08-14 | 13F | Shepherd Kaplan Krochuk, Llc | 27 318 | 0,01 | 3 513 | 10,51 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 8 284 | 249,83 | 1 065 | 287,27 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 3 293 | 41,33 | 424 | 56,09 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 53 896 | 6 931 | ||||||
| 2025-08-14 | 13F | Archetype Wealth Partners | 26 307 | 2,33 | 3 | 50,00 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 17 967 | 2 311 | ||||||
| 2025-07-16 | 13F | Ayalon Holdings Ltd. | 231 772 | 0,31 | 30 | 11,54 | ||||
| 2025-08-13 | 13F | PineBridge Investments, L.P. | 72 850 | 18,14 | 9 369 | 30,53 | ||||
| 2025-08-15 | 13F | Northeast Financial Consultants Inc | 70 178 | 9 025 | ||||||
| 2025-07-22 | 13F | Capital Advisors Inc/ok | 934 498 | 1,37 | 120 176 | 12,00 | ||||
| 2025-07-23 | 13F | Intergy Private Wealth, LLC | 33 226 | 0,00 | 4 273 | 10,47 | ||||
| 2025-05-02 | 13F | BluePointe Capital Management, LLC | 104 716 | 74,63 | 12 188 | 72,99 | ||||
| 2025-07-28 | 13F | Morris Financial Concepts, Inc. | 270 | 6,30 | 35 | 17,24 | ||||
| 2025-08-11 | 13F | Bulltick Wealth Management, LLC | 1 795 | 231 | ||||||
| 2025-07-30 | 13F | Patten Group, Inc. | 7 708 | 5,26 | 991 | 16,31 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 14 183 | 365,32 | 1 825 | 413,80 | ||||
| 2025-08-11 | 13F | Lowe Brockenbrough & Co Inc | 498 695 | 547,91 | 64 132 | 615,92 | ||||
| 2025-07-09 | 13F | Catalyst Private Wealth, Llc | 25 199 | 40,53 | 3 241 | 55,32 | ||||
| 2025-08-14 | 13F | Toronto Dominion Bank | 500 000 | 64 300 | ||||||
| 2025-07-24 | 13F | Costello Asset Management, INC | 422 | 0,72 | 54 | 12,50 | ||||
| 2025-07-15 | 13F | Regatta Capital Group, Llc | 4 249 | 1,21 | 546 | 11,89 | ||||
| 2025-08-12 | 13F | Putnam Fl Investment Management Co | 3 194 | 3,97 | 411 | 14,85 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 437 | 103,26 | 56 | 124,00 | ||||
| 2025-07-07 | 13F | Wesbanco Bank Inc | 1 700 | 219 | ||||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 16 356 | 2 103 | ||||||
| 2025-08-13 | 13F | Allie Family Office LLC | 1 699 | 218 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 783 949 | 65,30 | 100 815 | 82,64 | ||||
| 2025-07-14 | 13F | Cherrydale Wealth Management, Llc | 10 555 | 0,76 | 1 357 | 11,32 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 3 751 | 26,47 | 482 | 39,71 | ||||
| 2025-07-24 | 13F | Lee Financial Co | 41 810 | 1,81 | 5 377 | 12,49 | ||||
| 2025-08-04 | 13F | Beirne Wealth Consulting Services, LLC | 52 005 | 10,00 | 6 688 | 21,56 | ||||
| 2025-08-14 | 13F | Dimension Capital Management Llc | 869 329 | 0,44 | 111 796 | 10,98 | ||||
| 2025-08-12 | 13F | Landing Point Financial Group, LLC | 10 120 | 77,61 | 1 301 | 96,23 | ||||
| 2025-07-28 | 13F | Rosenberg Matthew Hamilton | 786 | 101 | ||||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 18 019 | 1,35 | 2 317 | 11,99 | ||||
| 2025-08-06 | 13F | TKG Advisors, LLC | 2 831 | 0,78 | 364 | 11,66 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 52 191 | 31,52 | 6 712 | 45,32 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 12 922 | 4,51 | 1 662 | 15,43 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 5 439 | 0,02 | 699 | 10,43 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 135 | 2 600,00 | 17 | |||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 3 410 | 16,22 | 439 | 28,45 | ||||
| 2025-07-22 | 13F | Valeo Financial Advisors, LLC | 10 390 | 7,39 | 1 336 | 18,65 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 35 976 | 82,75 | 4 627 | 101,92 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 44 640 | 5,31 | 5 741 | 16,36 | ||||
| 2025-08-11 | 13F | Birnam Oak Advisors, LP | 276 800 | 0,73 | 35 596 | 11,30 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 22 296 | 2 867 | ||||||
| 2025-07-23 | 13F | Magnolia Capital Management Ltd | 1 665 | 0 | ||||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 1 | 0 | ||||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 23 658 | 16,62 | 3 042 | 28,84 | ||||
| 2025-07-30 | 13F | Phoenix Holdings Ltd. | 2 292 511 | 73 377,92 | 294 817 | 81 116,53 | ||||
| 2025-07-15 | 13F | DSG Capital Advisors, LLC | 3 452 | 18,54 | 444 | 31,07 | ||||
| 2025-08-07 | 13F | Apeiron RIA LLC | 6 661 | 1,54 | 857 | 12,19 | ||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 3 121 | 1,69 | 401 | 12,32 | ||||
| 2025-07-21 | 13F | HighMark Wealth Management LLC | 877 | 0,80 | 113 | 10,89 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 60 | 8 | ||||||
| 2025-07-10 | 13F | Klaas Financial Asset Advisors, LLC | 23 364 | 2,03 | 3 005 | 12,72 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 107 | 0,94 | 14 | 8,33 | ||||
| 2025-08-11 | 13F | Mill Creek Capital Advisors, LLC | 442 466 | 34,19 | 56 901 | 48,27 | ||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 1 617 | 208 | ||||||
| 2025-07-21 | 13F | Exchange Capital Management, Inc. | 1 865 | 240 | ||||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 16 607 | 4,17 | 2 136 | 15,09 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 28 700 | 24,24 | 3 691 | 37,28 | |||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 360 328 | 3,35 | 46 338 | 14,19 | ||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 13 096 | 256,94 | 1 524 | 253,60 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 5 509 | 0,04 | 708 | 10,63 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 62 372 | 2,14 | 8 021 | 12,86 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 1 568 | 202 | ||||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 59 | 8 | ||||||
| 2025-07-07 | 13F | RDA Financial Network | 23 436 | 0,79 | 3 014 | 11,35 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 108 514 | 5,81 | 14 | 18,18 | ||||
| 2025-07-15 | 13F | Sheets Smith Wealth Management | 7 029 | 1,43 | 904 | 12,03 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 233 607 | 30 042 | ||||||
| 2025-07-25 | 13F | Gibson Capital, LLC | 1 645 | 212 | ||||||
| 2025-08-13 | 13F | Consultiva Wealth Management, Corp. | 565 | 15,31 | 73 | 26,32 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 502 613 | 3,55 | 64 636 | 14,41 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | Call | 2 064 000 | 25,00 | 265 430 | 38,11 | |||
| 2025-08-13 | 13F | Victory Capital Management Inc | 128 506 | 59,81 | 16 526 | 76,57 | ||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 31 899 | 0,10 | 4 102 | 10,60 |
