Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i American Century ETF Trust - Avantis U.S. Equity ETF inkluderar Maseco Llp, Two Sigma Investments, Lp, VestGen Advisors, LLC, Gotham Asset Management, LLC, BLVD Private Wealth, LLC, SwitchPoint Financial Planning, LLC, Aspen Capital Management, LLC, Austin Wealth Management, LLC, WealthPlan Investment Management, LLC, Strathmore Capital Advisors, Inc., Edge Financial Advisors LLC, Paladin Wealth, LLC, Brown Financial Advisors, Wealthstream Advisors, Inc., Exchange Traded Concepts, Llc, Fortress Wealth Management, Inc., Acorn Wealth Advisors, LLC, Lutz Financial Services LLC, Element Wealth, LLC, och Claris Advisors, Llc / Mo / .
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.
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| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-08 | 13F | L & S Advisors Inc | 43 673 | 9,48 | 4 403 | 19,48 | ||||
| 2025-07-23 | 13F | Quarry Hill Advisors, Llc | 57 582 | 16,47 | 5 805 | 27,11 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 4 866 | 491 | ||||||
| 2025-07-11 | 13F | Wealth Management Partners, LLC | 14 260 | 16,28 | 1 451 | 28,09 | ||||
| 2025-08-15 | 13F | Prevail Innovative Wealth Advisors, Llc | 23 597 | 17,47 | 2 379 | 28,25 | ||||
| 2025-07-17 | 13F | XY Planning Network, Inc. | 20 298 | 41,92 | 2 046 | 54,88 | ||||
| 2025-04-28 | 13F | Great Point Wealth Advisors, LLC | 1 136 946 | 0,03 | 105 031 | −4,66 | ||||
| 2025-07-25 | 13F | Tranquility Partners, LLC | 5 334 | 8,06 | 538 | 18,02 | ||||
| 2025-07-25 | 13F | BCR Wealth Strategies, LLC | 669 524 | 3,19 | 68 | 13,56 | ||||
| 2025-07-24 | 13F | Accredited Investor Services, Llc | 473 857 | 2,70 | 47 774 | 12,09 | ||||
| 2025-08-11 | 13F | Morling Financial Advisors, LLC | 55 031 | 1,76 | 5 548 | 11,07 | ||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 408 323 | 9,29 | 41 167 | 19,27 | ||||
| 2025-07-15 | 13F | Maseco Llp | 2 093 479 | 211 002 | ||||||
| 2025-07-10 | 13F | Vista Investment Partners Llc | 22 982 | 2 317 | ||||||
| 2025-07-08 | 13F | Henrickson Nauta Wealth Advisors, Inc. | 196 863 | 4,20 | 19 848 | 22,54 | ||||
| 2025-07-15 | 13F | SJS Investment Consulting Inc. | 110 802 | 2 162,65 | 11 171 | 2 371,46 | ||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 10 926 | 0,30 | 1 102 | 9,44 | ||||
| 2025-07-25 | 13F | Lion Street Advisors, LLC | 29 751 | 10,83 | 3 000 | 20,98 | ||||
| 2025-07-22 | 13F | Awm Capital, Llc | 427 341 | 2,66 | 43 085 | 12,04 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 1 016 141 | 16,46 | 102 447 | 27,11 | ||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 8 597 | 867 | ||||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 465 124 | 74,38 | 46 936 | 90,48 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 17 916 | 68,46 | 1 806 | 83,91 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 7 665 | 27,75 | 773 | 39,35 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 26 782 | 97,20 | 2 700 | 115,31 | ||||
| 2025-08-13 | 13F | Correct Capital Wealth Management | 13 948 | 1,29 | 1 406 | 10,53 | ||||
| 2025-07-10 | 13F | Strathmore Capital Advisors, Inc. | 6 987 | 715 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 1 112 693 | 3,34 | 112 | 13,13 | ||||
| 2025-08-04 | 13F | REDW Wealth LLC | 175 387 | 0,75 | 17 682 | 9,96 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 20 856 | 181,42 | 2 095 | 207,94 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 463 135 | 8,49 | 46 693 | 18,40 | ||||
| 2025-08-14 | 13F | RMB Capital Management, LLC | 7 219 | 13,90 | 728 | 24,27 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 65 361 | 544 575,00 | 6 590 | 658 800,00 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 175 871 | 17 731 | ||||||
| 2025-08-25 | 13F | BLVD Private Wealth, LLC | 43 635 | 4 399 | ||||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 9 331 | 24,43 | 941 | 35,84 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 195 | 20 | ||||||
| 2025-07-29 | 13F | Lutz Financial Services LLC | 3 804 | 384 | ||||||
| 2025-07-10 | 13F | Anderson Hoagland & Co | 113 037 | 1,36 | 11 396 | 25,58 | ||||
| 2025-07-16 | 13F | Midwest Heritage Bank, FSB | 3 206 | 0,31 | 323 | 9,49 | ||||
| 2025-07-17 | 13F | KWB Wealth | 36 032 | 3,98 | 3 329 | −0,92 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 2 645 | 60,99 | 267 | 76,16 | ||||
| 2025-08-12 | 13F/A | Cozad Asset Management Inc | 17 016 | 7,78 | 1 716 | 17,63 | ||||
| 2025-07-10 | 13F | Voisard Asset Management Group, Inc. | 25 811 | 16,86 | 2 602 | 27,55 | ||||
| 2025-07-18 | 13F | Magnolia Private Wealth, LLC | 94 494 | 30,57 | 9 527 | 42,50 | ||||
| 2025-08-18 | 13F/A | Kestra Investment Management, LLC | 42 077 | 70,95 | 4 242 | 86,63 | ||||
| 2025-04-17 | 13F | Vista Wealth Management Group, LLC | 1 659 169 | 5,87 | 153 274 | 0,90 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 409 | 326,04 | 41 | 412,50 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 20 852 | 6,57 | 2 102 | 16,33 | ||||
| 2025-07-23 | 13F | L.K. Benson & Company, P.C. | 5 536 | 0,97 | 558 | 10,28 | ||||
| 2025-07-29 | 13F | Financial Symmetry Inc | 77 218 | 47,29 | 7 785 | 60,75 | ||||
| 2025-08-13 | 13F | Ark & Tlk Investments, Llc | 35 203 | 32,21 | 3 549 | 44,33 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 963 621 | 3,12 | 97 152 | 12,54 | ||||
| 2025-07-28 | NP | AVGE - Avantis All Equity Markets ETF | 2 384 276 | 9,18 | 229 606 | 6,95 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 12 503 | 1 261 | ||||||
| 2025-08-13 | 13F | Capital Group Private Client Services, Inc. | 57 260 | 0,31 | 5 773 | 9,46 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 597 681 | 12,42 | 60 | 22,45 | ||||
| 2025-07-22 | 13F | SOL Capital Management CO | 84 442 | 20,40 | 9 | 33,33 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 61 | 6 000,00 | 6 | |||||
| 2025-08-13 | 13F | JRM Investment Counsel, LLC | 324 632 | 6,01 | 32 729 | 15,70 | ||||
| 2025-08-05 | 13F | Atlas Wealth LLC | 40 973 | 194,62 | 4 146 | 222,90 | ||||
| 2025-08-12 | 13F | Accredited Wealth Management, LLC | 137 900 | 13 903 | ||||||
| 2025-07-23 | 13F | Element Wealth, LLC | 3 731 | 376 | ||||||
| 2025-07-30 | 13F | Clune & Associates, Ltd. | 2 080 | 210 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 2 230 883 | 3,78 | 224 918 | 13,26 | ||||
| 2025-07-03 | 13F | Lam Group, Inc. | 11 160 | 6,49 | 1 125 | 16,22 | ||||
| 2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 3 944 | 398 | ||||||
| 2025-08-08 | 13F | RAM Investment Partners, LLC | 27 100 | 244,56 | 2 732 | 276,31 | ||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 3 142 | 33,47 | 317 | 45,62 | ||||
| 2025-08-01 | 13F | Winebrenner Capital Management Llc | 4 046 | 19,81 | 408 | 30,87 | ||||
| 2025-07-17 | 13F | Lauterbach Financial Advisors, LLC | 3 031 | 0,20 | 306 | 9,32 | ||||
| 2025-08-14 | 13F | Disciplina Capital Management LLC | 404 131 | 0,76 | 40 745 | 9,96 | ||||
| 2025-07-25 | 13F | Almanack Investment Partners, LLC. | 2 040 | 206 | ||||||
| 2025-08-12 | 13F | Burk Holdings LLC | 25 612 | 94,02 | 2 582 | 111,81 | ||||
| 2025-07-17 | 13F | Claris Advisors, Llc / Mo / | 3 287 | 331 | ||||||
| 2025-08-14 | 13F | Aprio Wealth Management, LLC | 8 614 | 0,27 | 868 | 9,46 | ||||
| 2025-07-29 | 13F | Werba Rubin Papier Wealth Management | 651 767 | 4,82 | 65 711 | 14,40 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 749 460 | 0,20 | 75 561 | 9,35 | ||||
| 2025-08-14 | 13F | Certified Advisory Corp | 46 151 | 72,46 | 4 653 | 88,19 | ||||
| 2025-08-11 | 13F | Keyes, Stange & Wooten Wealth Management, LLC | 13 528 | 51,02 | 1 364 | 64,81 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 123 059 | 3,84 | 12 407 | 13,33 | ||||
| 2025-07-08 | 13F | Gradient Investments LLC | 96 304 | 112,20 | 9 709 | 131,61 | ||||
| 2025-07-23 | 13F | Abel Hall, LLC | 13 458 | 489,23 | 1 357 | 545,71 | ||||
| 2025-07-08 | 13F | Paladin Wealth, LLC | 5 747 | 579 | ||||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 845 | 67,66 | 85 | 84,78 | ||||
| 2025-07-11 | 13F | Rockwood Wealth Management, LLC | 595 701 | 53,63 | 60 059 | 67,67 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 4 | 0 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 289 717 | 8,48 | 29 | 20,83 | ||||
| 2025-07-22 | 13F | Echo Wealth Management, LLC | 93 623 | 4,34 | 9 439 | 13,89 | ||||
| 2025-07-11 | 13F | Prosperity Planning, Inc. | 45 461 | 8,95 | 4 583 | 18,92 | ||||
| 2025-06-27 | NP | AACRX - Strategic Allocation: Conservative Fund R Class This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 163 928 | 22,10 | 14 857 | 10,33 | ||||
| 2025-07-03 | 13F | McLean Asset Management Corp | 152 343 | 6,26 | 15 515 | 32,97 | ||||
| 2025-08-15 | 13F | Lantern Wealth Advisors, LLC | 88 731 | 5,55 | 8 946 | 9,78 | ||||
| 2025-08-07 | 13F | Lakeridge Wealth Management LLC | 80 910 | 1,60 | 8 157 | 10,89 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 87 565 | 11,36 | 8 828 | 21,53 | ||||
| 2025-07-11 | 13F | Annex Advisory Services, LLC | 2 585 372 | 11,48 | 260 657 | 21,67 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 865 | 74,75 | 87 | 93,33 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 3 735 407 | 218,11 | 376 603 | 247,18 | ||||
| 2025-07-07 | 13F | Kings Path Partners LLC | 215 | 9,69 | 22 | 16,67 | ||||
| 2025-08-12 | 13F | Passive Capital Management, LLC. | 192 937 | 0,37 | 19 525 | 9,96 | ||||
| 2025-07-24 | 13F | WMG Financial Advisors, LLC | 508 378 | 3,97 | 51 255 | 13,47 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 82 215 | 14,87 | 8 289 | 25,35 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 2 096 | 211 | ||||||
| 2025-07-29 | 13F | Private Wealth Management Group, LLC | 20 307 | 1 190,97 | 2 047 | 1 311,72 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 22 608 | 86,84 | 2 279 | 104,03 | ||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 13 056 | 4,20 | 1 316 | 13,74 | ||||
| 2025-07-23 | 13F | HTG Investment Advisors, Inc. | 206 552 | 12,20 | 20 825 | 22,44 | ||||
| 2025-07-14 | 13F | Buttonwood Financial Group, LLC | 231 110 | 2,28 | 23 511 | 21,38 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 174 605 | 27,23 | 17 604 | 38,85 | ||||
| 2025-08-13 | 13F | Vance Wealth, Inc. | 2 376 | 240 | ||||||
| 2025-08-13 | 13F | Avestar Capital, LLC | 5 656 | 2,19 | 570 | 11,55 | ||||
| 2025-08-12 | 13F | Nemes Rush Group LLC | 275 | 32,85 | 28 | 42,11 | ||||
| 2025-08-04 | 13F | Arcadia Wealth Management, Inc. | 295 806 | 11,03 | 29 823 | 21,18 | ||||
| 2025-08-14 | 13F | Freedom Financial Partners LLC | 248 783 | 4,66 | 25 080 | 14,21 | ||||
| 2025-08-12 | 13F | Sandhill Capital Partners LLC | 2 482 | 250 | ||||||
| 2025-06-27 | NP | TWSMX - Strategic Allocation: Moderate Fund Investor Class This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 502 305 | 3,65 | 45 524 | −6,34 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 1 492 | 13,46 | 150 | 23,97 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 104 568 | 20,82 | 10 543 | 31,86 | ||||
| 2025-08-12 | 13F | American Century Companies Inc | 3 474 063 | 0,30 | 350 255 | 9,46 | ||||
| 2025-07-16 | 13F | Signature Resources Capital Management, LLC | 244 883 | 7,29 | 24 689 | 17,10 | ||||
| 2025-07-30 | 13F | Forum Financial Management, LP | 44 116 | 76,70 | 4 448 | 92,84 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 25 | 3 | ||||||
| 2025-07-30 | 13F | Prosperity Financial Group, Inc. | 2 614 | 8,24 | 264 | 17,94 | ||||
| 2025-08-12 | 13F | Triune Financial Partners, LLC | 34 020 | 0,31 | 3 430 | 9,45 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 8 777 | 13,41 | 885 | 23,81 | ||||
| 2025-08-06 | 13F | Geometric Wealth Advisors | 387 561 | 54,82 | 39 074 | 68,97 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 2 421 | 4,17 | 243 | 14,08 | ||||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 50 500 | 5 091 | ||||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 53 483 | 3,42 | 5 392 | 12,87 | ||||
| 2025-08-25 | 13F/A | Promus Capital, LLC | 480 | 48 | ||||||
| 2025-07-23 | 13F | Wealth Management Nebraska | 8 244 | 0,16 | 828 | 8,82 | ||||
| 2025-07-11 | 13F | Physician Wealth Solutions Inc. | 38 725 | 25,87 | 3 904 | 37,37 | ||||
| 2025-08-01 | 13F | SwitchPoint Financial Planning, LLC | 19 146 | 1 930 | ||||||
| 2025-07-14 | 13F | Parkshore Wealth Management, Inc. | 90 592 | 28,69 | 9 134 | 40,44 | ||||
| 2025-07-17 | 13F | SC&H Financial Advisors, Inc. | 675 484 | 5,95 | 68 102 | 15,63 | ||||
| 2025-08-07 | 13F | Sollinda Capital Management LLC | 57 121 | 20,42 | 5 759 | 31,40 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 1 089 | 2,54 | 110 | 6,86 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 60 | 6 | ||||||
| 2025-07-15 | 13F | Highland Financial Advisors, LLC | 295 952 | 4,03 | 29 838 | 13,53 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 6 886 | 34,26 | 694 | 46,72 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 26 475 | 10,39 | 2 669 | 20,50 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 69 743 | 71,14 | 7 031 | 86,80 | ||||
| 2025-07-18 | 13F | BSW Wealth Partners | 365 900 | 6,79 | 36 890 | 16,55 | ||||
| 2025-07-29 | 13F | Wealthstream Advisors, Inc. | 4 906 | 495 | ||||||
| 2025-08-06 | 13F | Valued Wealth Advisors LLC | 25 609 | 36,57 | 2 582 | 49,02 | ||||
| 2025-07-17 | 13F | Mattern Wealth Management LLC | 348 017 | 24,12 | 35 087 | 35,46 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 70 838 | 35,18 | 7 142 | 47,51 | ||||
| 2025-07-30 | 13F/A | Divergent Planning, LLC | 230 313 | 5,24 | 23 308 | 13,84 | ||||
| 2025-07-28 | 13F | Morris Financial Concepts, Inc. | 25 371 | 1,11 | 2 558 | 10,31 | ||||
| 2025-08-05 | 13F | Avant Financial Advisors LLC | 12 275 | 11,32 | 1 238 | 21,51 | ||||
| 2025-07-31 | 13F | Aspen Capital Management, LLC | 14 662 | 1 478 | ||||||
| 2025-07-21 | 13F | Life Planning Partners, Inc | 26 099 | 112,29 | 2 631 | 131,81 | ||||
| 2025-08-14 | 13F | Fmr Llc | 3 894 | 1 012,57 | 393 | 1 125,00 | ||||
| 2025-07-09 | 13F | Hardin Capital Partners, LLC | 10 436 | 24,82 | 1 056 | 36,79 | ||||
| 2025-08-04 | 13F | McMill Wealth Management | 4 834 | 0,31 | 486 | 9,21 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 34 604 | 11,28 | 3 489 | 22,13 | ||||
| 2025-07-22 | 13F | Visionary Horizons, LLC | 55 822 | 4,12 | 5 628 | 13,65 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 20 086 | 2,09 | 2 071 | 13,92 | ||||
| 2025-08-07 | 13F | Prospect Financial Group LLC | 9 982 | 0,08 | 1 006 | 9,23 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 358 | 138,67 | 36 | 176,92 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 39 809 | 8,79 | 4 014 | 18,73 | ||||
| 2025-07-09 | 13F | GEM Asset Management, LLC | 2 022 | 206 | ||||||
| 2025-08-04 | 13F | Haven Private, LLC | 3 482 | 51,33 | 351 | 65,57 | ||||
| 2025-08-04 | 13F | Linscomb & Williams, Inc. | 5 159 | 130,42 | 520 | 152,43 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 109 233 | 11,89 | 11 013 | 22,11 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 12 493 | 432,75 | 1 259 | 482,87 | ||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 97 500 | 9 830 | ||||||
| 2025-08-06 | 13F | North Capital, Inc. | 7 875 | 0,09 | 794 | 9,23 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 15 448 | 140,40 | 1 557 | 162,56 | ||||
| 2025-08-01 | 13F | Clark Asset Management, LLC | 2 284 | 0,48 | 230 | 10,05 | ||||
| 2025-08-04 | 13F | Waterfront Wealth Inc. | 15 112 | 0,70 | 1 524 | 9,88 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 3 268 | 329 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 8 929 | 23,06 | 900 | 34,33 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 574 539 | 6,52 | 57 925 | 16,25 | ||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 263 783 | 6,53 | 26 595 | 16,26 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 1 987 | 200 | ||||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 207 | 21 | ||||||
| 2025-07-15 | 13F | Financial Partners Group, Inc | 3 536 | 0,40 | 357 | 9,54 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 5 521 | 3,86 | 557 | 13,24 | ||||
| 2025-07-17 | 13F | Sterneck Capital Management, LLC | 35 910 | 3,46 | 3 620 | 12,91 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 939 | 95 | ||||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 56 208 | 5 667 | ||||||
| 2025-07-15 | 13F | Kwmg, Llc | 118 577 | 1,71 | 11 955 | 10,99 | ||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 11 184 | 12,78 | 1 128 | 23,03 | ||||
| 2025-07-16 | 13F | Plancorp, LLC | 530 115 | 0,32 | 53 446 | 9,49 | ||||
| 2025-07-22 | 13F | My Personal CFO, LLC | 138 935 | 0,13 | 14 007 | 9,28 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 283 | 29 | ||||||
| 2025-08-06 | 13F | True Wealth Design, LLC | 45 514 | 89,95 | 4 589 | 107,32 | ||||
| 2025-07-25 | 13F | Ruedi Wealth Management, Inc. | 35 606 | 172,78 | 3 590 | 197,84 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 58 662 | 7,58 | 5 914 | 17,41 | ||||
| 2025-07-30 | 13F | Canvas Wealth Advisors, LLC | 36 862 | 0,86 | 3 839 | 21,10 | ||||
| 2025-07-31 | 13F | Curio Wealth, Llc | 68 164 | 234 948,28 | 6 872 | 46,46 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 650 | 66 | ||||||
| 2025-07-29 | 13F | Arista Wealth Management, LLC | 11 361 | 215,93 | 1 145 | 244,88 | ||||
| 2025-07-14 | 13F | Abacus Wealth Partners, LLC | 2 134 | 215 | ||||||
| 2025-07-14 | 13F | McGlone Suttner Wealth Management, Inc. | 494 121 | 3,72 | 49 817 | 13,20 | ||||
| 2025-07-18 | 13F | Fmb Wealth Management | 139 948 | 11,88 | 14 110 | 22,10 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 6 398 | 0,16 | 645 | 9,32 | ||||
| 2025-08-12 | 13F | Legacy Financial Group, Inc. | 307 815 | 9,21 | 31 034 | 19,18 | ||||
| 2025-07-10 | 13F | Fortress Wealth Management, Inc. | 4 254 | 429 | ||||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 366 093 | 21,74 | 36 909 | 32,86 | ||||
| 2025-04-14 | 13F | Greenspring Advisors, LLC | 101 891 | 3,76 | 9 413 | −1,11 | ||||
| 2025-08-07 | 13F | Fonville Wealth Management LLC | 115 849 | 5,43 | 11 680 | 16,08 | ||||
| 2025-08-11 | 13F | Nomura Asset Management Co Ltd | 0 | 0 | ||||||
| 2025-08-14 | 13F | Herold Advisors, Inc. | 159 120 | 0,26 | 16 042 | 9,42 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 220 386 | 2,18 | 22 885 | 15,38 | ||||
| 2025-07-16 | 13F | Meredith Wealth Planning | 82 657 | 23,04 | 8 334 | 34,29 | ||||
| 2025-07-10 | 13F | Pacific Asset Management, LLC | 17 652 | 12,66 | 1 780 | 22,94 | ||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 150 501 | 2,10 | 15 174 | 11,43 | ||||
| 2025-08-13 | 13F | Annandale Capital, LLC | 95 231 | 0,19 | 10 | 12,50 | ||||
| 2025-07-17 | 13F | Poinciana Advisors Group, Llc | 6 286 | 0,06 | 634 | 9,14 | ||||
| 2025-08-05 | 13F | Hutchens & Kramer Investment Management Group, LLC | 137 710 | 80,46 | 13 936 | 97,70 | ||||
| 2025-08-14 | 13F | Clarity Capital Advisors, LLC | 113 350 | 2,88 | 11 428 | 12,27 | ||||
| 2025-08-05 | 13F | Bridgewater Advisors Inc. | 596 319 | 3,94 | 61 886 | 18,75 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 35 005 | 0,59 | 4 | 0,00 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 601 310 | 2,95 | 61 652 | 14,27 | ||||
| 2025-07-23 | 13F | Traphagen Investment Advisors Llc | 1 215 138 | 2,93 | 122 510 | 12,33 | ||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 30 897 | 0,06 | 3 115 | 9,22 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 1 146 | 774,81 | 116 | 858,33 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 16 229 | 66,97 | 1 636 | 82,39 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-17 | 13F | CWA Asset Management Group, LLC | 2 869 | 289 | ||||||
| 2025-08-08 | 13F | Austin Wealth Management, LLC | 10 804 | 1 114 | ||||||
| 2025-08-14 | 13F | Colony Group, LLC | 1 928 514 | 460,20 | 194 433 | 511,38 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 74 058 | 14,19 | 7 467 | 24,62 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 0 | 0 | ||||||
| 2025-07-24 | 13F | Edge Financial Advisors LLC | 6 410 | 648 | ||||||
| 2025-07-11 | 13F | Quantum Financial Advisors, LLC | 1 108 916 | 8,34 | 111 801 | 18,24 | ||||
| 2025-07-24 | 13F | Riverchase Wealth Management, Llc | 25 517 | 36,27 | 2 573 | 48,76 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 661 964 | 0,37 | 66 739 | 9,54 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 111 019 | 36,37 | 11 193 | 48,22 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 47 465 | 1,18 | 4 785 | 10,05 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 6 952 | 0,10 | 701 | 9,20 | ||||
| 2025-08-13 | 13F | Parkworth Wealth Management, Inc. | 171 198 | 3,03 | 17 260 | 12,41 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 132 545 | 3,97 | 13 363 | 13,48 | ||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 209 927 | 24,81 | 21 165 | 36,22 | ||||
| 2025-08-14 | 13F | Family Office Research LLC | 113 087 | 16,60 | 11 401 | 27,26 | ||||
| 2025-06-27 | NP | AAARX - Strategic Allocation: Aggressive Fund R Class This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 469 059 | 5,06 | 42 511 | −5,07 | ||||
| 2025-08-05 | 13F | AGH Wealth Advisors, LLC | 12 397 | 2,84 | 1 250 | 12,31 | ||||
| 2025-08-06 | 13F | Cloud Capital Management, LLC | 57 492 | 292,46 | 6 | 400,00 | ||||
| 2025-07-30 | 13F | Caliber Wealth Management, LLC / KS | 460 285 | 14,24 | 46 406 | 24,67 | ||||
| 2025-08-12 | 13F | Cooper/haims Advisors, Llc | 13 967 | 0,31 | 1 408 | 9,49 | ||||
| 2025-08-15 | 13F | Brown Financial Advisors | 5 275 | 532 | ||||||
| 2025-08-11 | 13F | Trajan Wealth LLC | 162 919 | 3,62 | 16 425 | 13,08 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 10 307 | 3,50 | 1 039 | 13,06 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 1 674 852 | 2,24 | 168 859 | 11,58 | ||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 342 698 | 7,31 | 34 551 | 17,11 | ||||
| 2025-08-14 | 13F | Eaton-Cambridge Inc. | 50 865 | 4,05 | 5 128 | 13,58 | ||||
| 2025-07-29 | 13F | Flagstone Financial Management | 131 134 | 5,82 | 13 221 | 15,48 | ||||
| 2025-07-10 | 13F | Cypress Point Wealth Management, LLC | 53 887 | 4,83 | 5 433 | 14,41 | ||||
| 2025-08-07 | 13F | Commerce Bank | 4 361 | 5,08 | 440 | 14,62 | ||||
| 2025-08-11 | 13F | Landaas & Co /wi /adv | 2 142 | 216 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 168 592 | 2,91 | 16 997 | 12,31 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 8 456 | 1 204,94 | 852 | 1 274,19 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 964 | 17,56 | 97 | 29,33 | ||||
| 2025-07-18 | 13F | Vicus Capital | 28 767 | 9,27 | 2 900 | 19,29 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 1 359 030 | 111,89 | 137 017 | 131,24 | ||||
| 2025-07-08 | 13F | Atwood & Palmer Inc | 183 | 18 | ||||||
| 2025-07-10 | 13F | Wedmont Private Capital | 91 640 | 0,04 | 9 378 | 17,64 | ||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 2 007 | 202 | ||||||
| 2025-08-14 | 13F | Betterment LLC | 60 610 | 8,47 | 6 | 20,00 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 1 637 938 | 2,47 | 165 137 | 11,84 | ||||
| 2025-07-14 | 13F | Acropolis Investment Management, LLC | 157 846 | 2,35 | 15 914 | 11,70 | ||||
| 2025-08-15 | 13F | North Ridge Wealth Advisors, Inc. | 43 359 | 24,04 | 4 371 | 35,37 | ||||
| 2025-07-31 | 13F | Orion Capital Management LLC | 125 714 | 4,83 | 12 674 | 14,41 | ||||
| 2025-07-09 | 13F | Seaside Wealth Management, Inc. | 3 032 | 306 | ||||||
| 2025-08-12 | 13F | Hill Investment Group Partners, LLC | 4 194 | 22,99 | 423 | 33,97 | ||||
| 2025-07-14 | 13F | Clear Harbor Asset Management, LLC | 23 982 | 14,54 | 2 418 | 24,97 | ||||
| 2025-07-24 | 13F | Endeavor Private Wealth, Inc. | 85 583 | 15,66 | 8 628 | 26,23 | ||||
| 2025-07-29 | 13F | Mattson Financial Services, LLC | 12 879 | 1 013,14 | 1 298 | 1 124,53 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 18 851 | 1 901 | ||||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 474 | 48 | ||||||
| 2025-07-24 | 13F | Grand Wealth Management, Llc | 136 495 | 6,08 | 13 761 | 15,77 |
