SPTL / SPDR Series Trust - SPDR Portfolio Long Term Treasury ETF - Institutionellt ägande - Köpare

SPDR Series Trust - SPDR Portfolio Long Term Treasury ETF
US ˙ ARCA ˙ US78464A6644

Institutionellt ägande och fondägande - Köpare

Större innehavare som har öppnat nya positioner i SPDR Series Trust - SPDR Portfolio Long Term Treasury ETF inkluderar Destination Wealth Management, Gibbs Wealth Management, Arrowroot Family Office, LLC, ULTRA SERIES FUND - Moderate Allocation Fund Class I, Simon Quick Advisors, Llc, Fire Capital Management LLC, MMDAX - Madison Moderate Allocation Fund Moderate Allocation Fund Class A, Scott Marsh Financial, LLC, Drucker Wealth 3.0, LLC, ULTRA SERIES FUND - Conservative Allocation Fund Class I, Goldstein Advisors, LLC, AGGA - Astoria Dynamic Core US Fixed Income ETF, ULTRA SERIES FUND - Aggressive Allocation Fund Class I, ULTRA SERIES FUND - Madison Target Retirement 2030 Fund Class I, Christopher J. Hasenberg, Inc, MCNAX - Madison Conservative Allocation Fund Conservative Allocation Fund Class A, MAGSX - Madison Aggressive Allocation Fund Aggressive Allocation Fund Class A, Puff Wealth Management, Llc, Keebeck Wealth Management, LLC, och Abacus Wealth Partners, LLC .

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
(%)
2025-07-18 13F Broadway Wealth Solutions, Inc. 125 128 8,39 3 326 5,69
2025-07-22 13F Iron Horse Wealth Management, LLC 58 81,25 2
2025-08-19 13F Asset Dedication, LLC 98 3
2025-07-30 13F Wallace Advisory Group, LLC 8 793 0,87 240 4,82
2025-08-14 13F EP Wealth Advisors, Inc. 7 979 16,60 212 13,98
2025-08-14 13F Hrt Financial Lp 523 882 537,88 14 550,00
2025-08-13 13F Shepherd Financial Partners LLC 1 089 728 45,02 28 965 41,41
2025-07-30 13F Studio Investment Management Llc 18 216 484
2025-08-15 13F Puff Wealth Management, Llc 21 177 563
2025-08-11 13F Madison Asset Management, LLC 558 914 187,52 14 856 180,34
2025-08-12 13F Global Retirement Partners, LLC 33 752 50,69 897 53,07
2025-07-17 13F Tempus Wealth Planning, LLC 54 820 3,04 1 457 0,48
2025-03-11 13F Anchor Pointe Wealth Management, LLC 12 121 319
2025-07-17 13F Raleigh Capital Management Inc. 23 729 17,85 631 14,96
2025-08-12 13F WealthTrak Capital Management LLC 76 514 939,87 2 034 916,50
2025-07-23 13F Detalus Advisors, LLC 189 516 9,27 5 037 6,56
2025-08-01 13F Austin Private Wealth, LLC 284 005 86,92 7 549 82,27
2025-08-11 13F CFS Investment Advisory Services, LLC 828 841 40,95 22 37,50
2025-07-24 13F IFP Advisors, Inc 20 022 195,05 532 187,57
2025-07-23 13F ETF Portfolio Partners, Inc. 9 431 0,03 251 −2,72
2025-08-14 13F Jane Street Group, Llc 141 893 3 772
2025-08-14 13F Tennessee Valley Asset Management Partners 713 511 0,90 18 965 −1,62
2025-04-11 13F Permanent Capital Management, LP 359 981 0,65 9 813 4,77
2025-08-28 NP SSDDX - State Street Target Retirement 2045 Fund Class I This fund is a listed as child fund of State Street Corp 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 10 586 625 10,20 281 392 7,46
2025-08-01 13F Clark Asset Management, LLC 16 609 7,94 441 5,25
2025-07-15 13F Norden Group Llc 15 859 4,74 422 2,18
2025-07-08 13F Boltwood Capital Management 70 330 7,39 1 869 4,71
2025-06-04 13F Legacy Capital Wealth Management, Llc 10 997 288
2025-07-16 13F GenWealth Group, Inc. 79 182 4,50 2 105 1,89
2025-07-31 13F Auour Investments LLC 35 839 0,20 953 −1,04
2025-08-14 13F/A Skopos Labs, Inc. 130 3
2025-08-15 13F Manhattan West Asset Management, LLC 414 426 50,79 11 015 47,02
2025-08-11 13F Avantax Planning Partners, Inc. 3 837 974 3,25 102 013 0,67
2025-08-14 13F Comerica Bank 122 443 23,26 3 255 20,21
2025-08-13 13F Virtus Fixed Income Advisers, LLC 162 4
2025-07-09 13F Christopher J. Hasenberg, Inc 26 377 701
2025-08-08 13F Bailard, Inc. 142 764 3,63 3 795 1,04
2025-08-15 13F Kestra Advisory Services, LLC 173 747 51,95 4 618 48,16
2025-08-04 13F One Day In July LLC 2 634 540 17,44 70 026 14,51
2025-08-29 13F Total Investment Management Inc 4 0
2025-07-21 13F Ameritas Advisory Services, LLC 139 4
2025-05-15 13F/A Orion Portfolio Solutions, LLC 69 813 26,94 1 903 32,15
2025-07-24 13F Ronald Blue Trust, Inc. 1 553 1 379,05 41 1 950,00
2025-08-14 13F Fort Point Capital Partners LLC 120 431 31,29 3 201 28,04
2025-08-13 13F Flow Traders U.s. Llc 90 857 2
2025-08-18 13F N.E.W. Advisory Services LLC 59 1,72 2 0,00
2025-08-08 13F Avantax Advisory Services, Inc. 4 113 903 2,54 109 347 −0,02
2025-08-12 13F Journey Strategic Wealth Llc 253 926 7,46 6 749 4,78
2025-08-14 13F Smartleaf Asset Management LLC 3 704 85,57 97 83,02
2025-08-27 13F/A Brinker Capital Investments, LLC 73 173 4,81 1 945 2,15
2025-07-16 13F Perigon Wealth Management, LLC 466 948 27,19 12 411 24,01
2025-07-25 13F Astoria Portfolio Advisors LLC. 209 143 9,91 5 425 8,54
2025-08-28 NP SSTIX - State Street Total Return V.I.S. Fund Class 1 Shares This fund is a listed as child fund of State Street Corp 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 405 969 3,33 10 791 0,75
2025-08-05 13F Landmark Wealth Management, Inc. 36 104 20,07 960 17,09
2025-07-09 13F Fermata Advisors, LLC 16 414 436
2025-08-14 13F Ancora Advisors, LLC 170 900 9,88 4 543 7,15
2025-08-08 13F Foundations Investment Advisors, LLC 69 710 49,88 1 853 46,17
2025-07-28 13F Harbour Investments, Inc. 47 397 54,44 1 260 50,60
2025-08-14 13F Old Mission Capital Llc 7 536 200
2025-07-10 13F Global Financial Private Client, LLC 21 026 1 232,45 559 1 197,67
2025-08-14 13F Strategic Wealth Designers 92 773 15,64 2 466 12,71
2025-07-22 13F Simplicity Wealth,LLC 165 764 285,74 4 406 276,26
2025-08-14 13F Financial Engines Advisors L.L.C. 49 616 991 3,35 1 318 820 0,78
2025-07-31 13F CAP Partners, LLC 31 147 19,82 828 16,81
2025-07-21 13F Mirae Asset Global Investments Co., Ltd. 6 724 257 6,92 178 731 5,10
2025-09-04 13F/A Advisor Group Holdings, Inc. 1 507 038 22,42 40 274 20,01
2025-08-14 13F Destination Wealth Management 2 060 808 54 776
2025-07-15 13F FLP Wealth Management, LLC 44 290 6,95 1 207 11,35
2025-07-15 13F McAdam, LLC 968 637 7,70 25 746 5,01
2025-08-18 NP ULTRA SERIES FUND - Madison Target Retirement 2020 Fund Class I 6 404 170
2025-07-21 13F Impact Investors, Inc 688 286 10,72 18 295 7,95
2025-08-18 NP ULTRA SERIES FUND - Moderate Allocation Fund Class I 68 892 1 831
2025-08-05 13F EPG Wealth Management LLC 405 11
2025-08-14 13F Full Sail Capital, LLC 42 953 74,46 1 142 70,04
2025-08-12 13F SRS Capital Advisors, Inc. 3 718 176,84 99 172,22
2025-08-13 13F Johnson Financial Group, Inc. 179 5
2025-07-21 13F 25 Llc 67 492 1,25 1 794 −1,32
2025-08-14 13F Aqr Capital Management Llc 46 454 91,91 1 235 87,25
2025-08-11 13F Independent Advisor Alliance 21 162 68,03 562 63,85
2025-08-28 NP GAL - SPDR SSGA Global Allocation ETF This fund is a listed as child fund of State Street Corp 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 98 569 10,78 2 620 8,00
2025-05-15 13F Proquility Private Wealth Partners, LLC 51 074 9,19 1 392 13,63
2025-08-14 13F Money Concepts Capital Corp 14 983 11,79 398 9,04
2025-07-24 13F MA Private Wealth 619 202 73,93 16 458 69,60
2025-08-04 13F Creative Financial Designs Inc /adv 2 648 5,71 70 2,94
2025-07-11 13F Farther Finance Advisors, LLC 486 808 58,99 12 939 54,46
2025-07-02 13F Dentgroup LLC 10 660 283
2025-08-06 13F Penserra Capital Management LLC 141 240 4
2025-07-30 13F Avidian Wealth Solutions, LLC 238 691 5,14 6 344 2,52
2025-08-11 13F United Advisor Group, LLC 37 473 8,50 996 5,84
2025-07-07 13F Versant Capital Management, Inc 19 300 5,97 513 3,43
2025-06-30 NP TACK - Fairlead Tactical Sector ETF 356 770 5,44 9 597 7,72
2025-07-09 13F VisionPoint Advisory Group, LLC 14 085 374
2025-08-12 13F Jpmorgan Chase & Co 6 083 836 19,98 161 708 16,98
2025-07-25 13F Concurrent Investment Advisors, LLC 12 440 331
2025-08-06 13F Ironwood Wealth Management, LLC. 93 547 114,73 2 486 109,44
2025-07-14 13F Narus Financial Partners, LLC 42 907 43,31 1 140 39,71
2025-08-11 13F Empowered Funds, LLC 30 340 804
2025-08-06 13F Smart Money Group LLC 21 788 43,46 579 39,86
2025-08-28 NP SSGUX - State Street Target Retirement 2070 Fund Class R3 128 357 38,38 3 412 34,93
2025-08-04 13F Family Wealth Group, LLC 23 444 10,83 623 8,16
2025-07-14 13F Buttonwood Financial Group, LLC 180 053 11,45 4 678 11,17
2025-08-11 13F Portside Wealth Group, LLC 107 922 2,86 2 869 0,28
2025-07-16 13F St Germain D J Co Inc 550 15
2025-08-28 NP SSFJX - State Street Target Retirement 2065 Fund Class I This fund is a listed as child fund of State Street Corp 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 1 571 821 17,46 41 779 14,53
2025-08-05 13F Scarborough Advisors, LLC 306 504 275,21 8 136 265,45
2025-08-18 NP ULTRA SERIES FUND - Madison Target Retirement 2050 Fund Class I 12 340 328
2025-07-25 13F Genesee Capital Advisors, LLC 111 789 0,42 2 971 −2,08
2025-07-17 13F KWB Wealth 204 481 107,73 5 574 116,21
2025-07-08 13F Parallel Advisors, LLC 1 174 28,03 31 29,17
2025-08-19 NP NORTHWESTERN MUTUAL SERIES FUND INC - Asset Allocation Portfolio 211 600 0,47 5 624 −2,02
2025-06-17 NP MCNAX - Madison Conservative Allocation Fund Conservative Allocation Fund Class A 25 061 674
2025-08-19 NP NORTHWESTERN MUTUAL SERIES FUND INC - Balanced Portfolio 3 663 300 0,23 97 371 −2,27
2025-07-14 13F Park Avenue Securities Llc 435 611 21,01 12 22,22
2025-08-12 13F Running Point Capital Advisors, LLC 11 025 16,88 293 14,01
2025-08-04 13F Quaker Wealth Management, LLC 76 2
2025-08-13 13F Fisher Asset Management, LLC 57 950 223 5,90 1 540 317 3,26
2025-08-14 13F Warren Averett Asset Management, LLC 179 637 169,29 4 775 162,60
2025-08-13 13F Advocacy Wealth Management Services, LLC 3 647 181 32,76 96 942 29,45
2025-07-11 13F/A Umb Bank N A/mo 239 6
2025-08-13 13F Jump Financial, LLC 352 312 33,64 9 364 30,31
2025-08-07 13F FDx Advisors, Inc. 84 033 0,36 2 0,00
2025-08-13 13F Safe Harbor Fiduciary, LLC 542 22,35 14 16,67
2025-08-14 13F Mariner, LLC 740 805 12,78 19 691 9,98
2025-08-08 13F Mason Street Advisors, Llc 3 874 900 4,92 102 995 2,31
2025-08-13 13F Jones Financial Companies Lllp 28 798 37,97 758 34,22
2025-08-18 NP ULTRA SERIES FUND - Madison Target Retirement 2030 Fund Class I 27 368 727
2025-08-13 13F WCG Wealth Advisors LLC 113 159 35,58 3 008 32,18
2025-08-15 13F/A Rakuten Securities, Inc. 76 7 500,00 2
2025-07-23 13F Center For Asset Management LLC 29 541 26,01 776 21,44
2025-08-08 13F SBI Securities Co., Ltd. 14 905 8,02 396 5,32
2025-08-12 13F CIBC Private Wealth Group, LLC 1 776 1 215,56 47 1 466,67
2025-08-13 13F SMART Wealth LLC 163 784 30,41 4 353 27,17
2025-07-08 13F Range Financial Group LLC 21 006 2,21 558 −0,36
2025-07-18 13F Bartlett & Co. Wealth Management Llc 4 0
2025-07-28 13F Mutual Advisors, LLC 369 692 12,79 9 645 10,25
2025-07-21 13F Ascent Group, LLC 1 026 965 85,68 27 297 81,04
2025-08-14 13F Novus Advisors, Llc 11 899 16,59 316 13,67
2025-08-14 13F Diversify Advisory Services, LLC 22 179 43,27 582 39,23
2025-08-14 13F Talon Private Wealth, LLC 494 13
2025-07-22 13F Merit Financial Group, LLC 45 912 71,01 1 220 66,89
2025-07-30 NP AGGA - Astoria Dynamic Core US Fixed Income ETF 27 565 717
2025-08-13 13F GeoWealth Management, LLC 18 100 39,43 481 36,26
2025-06-17 NP MMDAX - Madison Moderate Allocation Fund Moderate Allocation Fund Class A 40 163 1 080
2025-08-13 13F Keystone Financial Group 252 476 37,73 6 711 34,28
2025-07-24 13F Beacon Bridge Wealth Partners, LLC 103 897 18,91 2 762 15,96
2025-08-05 13F Dunhill Financial, LLC 100 3
2025-08-28 NP FISR - SPDR SSGA Fixed Income Sector Rotation ETF This fund is a listed as child fund of State Street Corp 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 1 807 053 8,73 48 031 6,02
2025-08-28 NP SSDWX - State Street Target Retirement 2060 Fund Class I This fund is a listed as child fund of State Street Corp 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 4 847 583 15,03 128 849 12,16
2025-08-14 13F Susquehanna International Group, Llp Call 19 400 53,97 516 50,15
2025-06-17 NP MAGSX - Madison Aggressive Allocation Fund Aggressive Allocation Fund Class A 22 548 607
2025-07-10 13F Sharkey, Howes & Javer 63 078 1 677
2025-08-08 13F Security Financial Services, INC. 707 149 30,16 18 796 26,91
2025-08-14 13F Susquehanna International Group, Llp 135 168 147,35 3 593 141,24
2025-07-30 13F Bcm Advisors, Llc 189 913 1,43 5 000 1,15
2025-07-09 13F High Probability Advisors, LLC 337 507 4,66 8 971 2,05
2025-07-17 13F Sound Income Strategies, LLC 213 6
2025-08-12 13F Richard W. Paul & Associates, LLC 4 082 3,39 108 0,93
2025-07-29 13F FLC Capital Advisors 564 587 15 007
2025-07-15 13F Colonial River Wealth Management, LLC 37 642 45,52 987 39,86
2025-08-14 13F Fwl Investment Management, Llc 10 042 186,91 267 180,00
2025-07-25 13F Richardson Financial Services Inc. 27 760 5,98 736 3,08
2025-08-12 13F Cornerstone Wealth Management, LLC 58 254 11,76 1 548 9,01
2025-08-14 13F Advisor OS, LLC 16 602 124,56 441 119,40
2025-07-24 13F Drucker Wealth 3.0, LLC 32 512 852
2025-07-30 NP FPCIX - Strategic Advisers Core Income Fund This fund is a listed as child fund of Fmr Llc 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 19 440 071 5,25 505 636 −0,77
2025-08-13 13F Vermillion & White Wealth Management Group, LLC 108 993 31 492,17 2 897 32 088,89
2025-08-12 13F Park Square Financial Group, LLC 227 58,74 6 100,00
2025-08-12 13F Proequities, Inc. 0 0
2025-08-14 13F Stifel Financial Corp 3 565 998 1,98 94 784 −0,57
2025-08-12 13F Fairscale Capital, LLC 181 5
2025-07-23 13F Motiv8 Investments LLC 100 870 3,18 2 681 0,64
2025-08-05 13F Huntington National Bank 2 −98,77
2025-08-28 NP SSBWX - State Street Target Retirement 2030 Fund Class I This fund is a listed as child fund of State Street Corp 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 5 523 777 5,65 146 822 3,02
2025-07-30 13F TFB Advisors LLC 9 310 8,23 247 5,56
2025-08-14 13F Mercer Global Advisors Inc /adv 9 819 15,12 261 12,07
2025-08-11 13F Sofi Wealth, Llc 1 058 119 8,37 28 125 5,66
2025-08-18 NP ULTRA SERIES FUND - Conservative Allocation Fund Class I 31 882 847
2025-08-11 13F Covestor Ltd 61 771,43 0
2025-08-08 13F KM Capital Management Ltd. 157 195 58,99 4 178 55,03
2025-08-18 NP ULTRA SERIES FUND - Madison Target Retirement 2040 Fund Class I 15 824 421
2025-07-25 13F Integrated Capital Management, Inc. 72 311 23,87 1 922 20,80
2025-07-28 13F Axxcess Wealth Management, Llc 35 122 205,14 934 198,08
2025-07-16 13F Maridea Wealth Management LLC 24 478 3,23 651 0,62
2025-08-18 NP ULTRA SERIES FUND - Aggressive Allocation Fund Class I 27 376 728
2025-08-14 13F SWAN Capital LLC 478 13
2025-08-04 13F Hantz Financial Services, Inc. 606 74,14 0
2025-08-14 13F Tudor Investment Corp Et Al 42 802 67,71 1 138 63,60
2025-08-13 13F Guggenheim Capital Llc 156 004 11,20 4 147 8,42
2025-08-04 13F Atria Investments Llc 155 504 18,04 4 133 15,09
2025-08-14 13F Summit Trail Advisors, Llc 30 273 13,90 805 11,05
2025-08-12 13F Jacobi Capital Management LLC 50 116 14,74 1 332 11,93
2025-08-01 13F Fire Capital Management LLC 52 012 1 382
2025-07-29 13F Latitude Advisors, LLC 9 025 240
2025-08-13 13F Capital Analysts, Inc. 110 189,47 0
2025-07-18 13F Lockerman Financial Group, Inc. 10 004 32,01 266 28,64
2025-08-13 13F GM Advisory Group, Inc. 760 057 7,48 20 202 4,80
2025-08-07 13F AllGen Financial Advisors, Inc. 305 555 164,08 8 122 157,48
2025-08-08 13F Islay Capital Management, Llc 61 122 581,10 1 625 565,57
2025-08-14 13F Alliance Wealth Advisors, LLC /UT 21 393 4,63 569 1,97
2025-07-29 13F Goldstein Advisors, LLC 28 154 748
2025-08-07 13F PFG Advisors 417 537 17,92 11 098 14,99
2025-08-01 13F Motco 332 940 10,82 8 740 6,72
2025-08-13 13F Cresset Asset Management, LLC 14 944 0,14 397 −2,22
2025-08-13 13F Willis Johnson & Associates, Inc. 40 984 16,00 1 089 13,08
2025-08-12 13F MAI Capital Management 120 344,44 3
2025-07-23 13F Columbus Macro, LLC 275 075 52,50 7 311 48,69
2025-08-04 13F Assetmark, Inc 4 774 544 10,40 126 907 7,64
2025-08-12 13F Calton & Associates, Inc. 10 255 273
2025-07-14 13F Abacus Wealth Partners, LLC 18 950 504
2025-08-06 13F Atlas Legacy Advisors, LLC 138 274 6,10 3 675 4,73
2025-07-31 13F FSR Wealth Management Ltd. 8 006 4,35 213 1,44
2025-07-16 13F Lloyd Advisory Services, LLC. 21 222 20,45 564 17,50
2025-07-14 13F Sowell Financial Services LLC 59 025 54,98 1 569 51,06
2025-07-31 13F Hobart Private Capital, LLC 254 682 46,98 6 769 43,32
2025-08-14 13F Manufacturers Life Insurance Company, The 12 280 326
2025-07-24 13F Robertson Stephens Wealth Management, LLC 335 882 104,34 8 928 99,26
2025-08-12 13F O'shaughnessy Asset Management, Llc 18 530 75,87 493 71,43
2025-07-25 13F Hobbs Group Advisors, LLC 204 498 339,97 5 436 328,97
2025-08-15 13F CI Private Wealth, LLC 15 528 97,56 413 92,52
2025-08-06 13F SOUTH STATE Corp 119 3
2025-07-10 13F Signal Advisors Wealth, LLC 50 934 160,51 1 354 154,32
2025-08-14 13F State Street Corp 64 854 091 9,71 1 723 822 6,97
2025-07-15 13F Mather Group, Llc. 7 114 951 4,57 189 115 1,96
2025-08-28 NP SSCNX - State Street Target Retirement 2040 Fund Class I This fund is a listed as child fund of State Street Corp 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 11 500 346 9,98 305 679 7,24
2025-08-28 NP SSDOX - State Street Target Retirement 2055 Fund Class I This fund is a listed as child fund of State Street Corp 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 6 957 507 12,50 184 931 9,70
2025-08-05 13F Integrity Wealth Solutions LLC 160 522 11,40 4 267 8,63
2025-08-14 13F Wells Fargo & Company/mn 1 381 392 29,50 36 717 26,27
2025-08-11 13F Strategic Wealth Partners, Ltd. 706 19
2025-07-29 13F Stratos Wealth Partners, LTD. 168 941 2,97 4 490 0,40
2025-08-28 NP SSCJX - State Street Target Retirement 2035 Fund Class I This fund is a listed as child fund of State Street Corp 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 11 561 029 5,31 307 292 2,68
2025-08-14 13F Fmr Llc 20 422 812 10,51 542 838 7,75
2025-08-14 13F Integrated Wealth Concepts LLC 751 671 52,93 19 979 49,12
2025-07-10 13F Exchange Traded Concepts, Llc 98 496 2 618
2025-08-13 13F Gibbs Wealth Management 352 372 9 366
2025-07-22 13F Aspire Private Capital, LLC 63 167 6,61 1 679 3,90
2025-08-14 13F Citadel Advisors Llc 234 333 1 737,62 6 229 1 694,81
2025-08-14 13F Scott Marsh Financial, LLC 32 527 865
2025-08-13 13F Plan Group Financial, LLC 66 289 1,85 1 762 −0,73
2025-07-25 13F Northwest Capital Management Inc 477 18,66 13 20,00
2025-08-05 13F Fourth Dimension Wealth, LLC 105 084 18,98 2 793 16,04
2025-08-13 13F Mcmorgan & Co Llc 1 028 294 0,91 27 332 −1,61
2025-08-13 13F Congress Wealth Management LLC / DE / 2 511 689 1,81 66 761 −0,73
2025-08-05 13F Arrowroot Family Office, LLC 78 747 2 093
2025-08-15 13F Strategic Investment Advisors / MI 63 878 9,97 1 696 7,14
2025-08-28 NP SSDJX - State Street Target Retirement 2050 Fund Class I This fund is a listed as child fund of State Street Corp 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 9 075 038 11,12 241 215 8,35
2025-08-13 13F Transce3nd, LLC 49 309 29,71 1 311 26,45
2025-08-15 13F Captrust Financial Advisors 14 162 1,44 376 −1,05
2025-08-13 13F Elios Financial Group Inc. 10 398 28,83 276 25,45
2025-08-04 13F Simon Quick Advisors, Llc 53 484 1 422
2025-07-18 13F Trust Co Of Vermont 706 19
2025-08-06 13F Walkner Condon Financial Advisors LLC 21 192 0,16 563 −2,26
2025-08-14 13F Keebeck Wealth Management, LLC 21 036 559
2025-07-22 13F Coastal Investment Advisors, Inc. 2 103 55,43 56 52,78
2025-08-12 13F Change Path, LLC 129 909 8,34 3 453 5,63
2025-07-22 13F USAdvisors Wealth Management, LLC 10 320 3,69 0
2025-08-13 13F Edgestream Partners, L.P. 14 076 374
2025-08-06 13F Texas Yale Capital Corp. 9 161 244
2025-08-12 13F Bank OZK 55 359 15,93 1 471 13,07
2025-07-15 13F Financial Management Professionals, Inc. 719 0,42 19 0,00
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