Mga Batayang Estadistika
| Pemilik Institusional | 396 total, 396 long only, 0 short only, 0 long/short - change of 1.28% MRQ |
| Alokasi Portofolio Rata-rata | 0.6373 % - change of -4.61% MRQ |
| Saham Institusional (Jangka Panjang) | 133,204,637 (ex 13D/G) - change of -6.85MM shares -4.89% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 5,663,577 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
DBX ETF Trust - Xtrackers MSCI EAFE Hedged Equity ETF (US:DBEF) memiliki 396 pemilik institusional dan pemegang saham yang telah mengajukan formulir 13D/G atau 13F kepada Komisi Bursa Efek (Securities Exchange Commission/SEC). Lembaga-lembaga ini memegang total 133,204,637 saham. Pemegang saham terbesar meliputi Goldman Sachs Group Inc, Ameriprise Financial Inc, Northwestern Mutual Wealth Management Co, Morgan Stanley, Bank Of America Corp /de/, CI Private Wealth, LLC, Envestnet Asset Management Inc, LPL Financial LLC, Wells Fargo & Company/mn, and United Capital Financial Advisers, Llc .
Struktur kepemilikan institusional DBX ETF Trust - Xtrackers MSCI EAFE Hedged Equity ETF (ARCA:DBEF) menunjukkan posisi terkini di perusahaan oleh institusi dan dana, serta perubahan terbaru dalam ukuran posisi. Pemegang saham utama dapat mencakup investor individu, reksa dana, dana lindung nilai, atau institusi. Jadwal 13D menunjukkan bahwa investor memegang (atau pernah memegang) lebih dari 5% saham perusahaan dan bermaksud (atau pernah bermaksud) untuk secara aktif mengejar perubahan strategi bisnis. Jadwal 13G menunjukkan investasi pasif lebih dari 5%.
The share price as of September 5, 2025 is 45.56 / share. Previously, on September 6, 2024, the share price was 40.16 / share. This represents an increase of 13.45% over that period.
Skor Sentimen Dana
Skor Sentimen Dana (sebelumnya dikenal sebagai Skor Akumulasi Kepemilikan) menemukan saham-saham yang paling banyak dibeli oleh dana. Ini adalah hasil dari model kuantitatif multi-faktor yang canggih yang mengidentifikasi perusahaan dengan tingkat akumulasi institusional tertinggi. Model penilaian menggunakan kombinasi dari total peningkatan pemilik yang diungkapkan, perubahan dalam alokasi portofolio pada pemilik tersebut, dan metrik lainnya. Angka berkisar dari 0 hingga 100, dengan angka yang lebih tinggi menunjukkan tingkat akumulasi yang lebih tinggi dibandingkan dengan perusahaan sejenisnya, dan 50 adalah rata-ratanya.
Frekuensi Pembaruan: Setiap Hari
Lihat Ownership Explorer, yang menyediakan daftar perusahaan dengan peringkat tertinggi.
Rasio Put/Call Institusional
Selain melaporkan isu ekuitas dan utang standar, institusi dengan aset di bawah manajemen lebih dari 100 juta dolar AS juga harus mengungkapkan kepemilikan opsi put dan call mereka. Karena opsi put umumnya menunjukkan sentimen negatif, dan opsi call menunjukkan sentimen positif, kita dapat mengetahui sentimen institusional secara keseluruhan dengan memplot rasio put terhadap call. Grafik di sebelah kanan memplot rasio put/call historis untuk instrumen ini.
Menggunakan Rasio Put/Call sebagai indikator sentimen investor mengatasi salah satu kekurangan utama dari penggunaan total kepemilikan institusional, yaitu sejumlah besar aset yang dikelola diinvestasikan secara pasif untuk melacak indeks. Dana yang dikelola secara pasif biasanya tidak membeli opsi, sehingga indikator rasio put/call lebih akurat dalam melacak sentimen dana yang dikelola secara aktif.
Pengajuan 13F dan NPORT
Detail pada pengajuan 13F tersedia gratis. Detail pada pengajuan NP memerlukan keanggotaan premium. Baris berwarna hijau menunjukkan posisi baru. Baris berwarna merah menunjukkan posisi yang sudah ditutup. Klik tautan ini ikon untuk melihat riwayat transaksi selengkapnya.
Tingkatkan
untuk membuka data premium dan mengekspor ke Excel 
.
| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-12 | 13F | Manchester Capital Management LLC | 20,630 | -5.23 | 903 | -4.25 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 36,932 | -1.35 | 1,616 | -0.37 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 267,066 | -0.91 | 11,684 | 0.12 | ||||
| 2025-08-13 | 13F | IAG Wealth Partners, LLC | 6,433 | -12.97 | 281 | -12.19 | ||||
| 2025-08-14 | 13F | Betterment LLC | 5,457 | -44.62 | 0 | |||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 2,865 | -10.22 | 125 | -9.42 | ||||
| 2025-07-15 | 13F | Avaii Wealth Management, Llc | 9,777 | 0.00 | 428 | 0.95 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 60,095 | -62.01 | 2,629 | -61.62 | ||||
| 2025-07-29 | 13F | Hoese & Co LLP | 1,240 | 54 | ||||||
| 2025-08-13 | 13F | Northern Trust Corp | 31,143 | 118.55 | 1,363 | 120.75 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 285 | -10.66 | 12 | -7.69 | ||||
| 2025-07-22 | 13F | Old National Bancorp /in/ | 36,570 | -0.33 | 1,600 | 0.69 | ||||
| 2025-07-22 | 13F | Wealthcare Capital Management Llc | 25,662 | -16.03 | 1,123 | -15.19 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 6,724,319 | -4.94 | 294,189 | -3.95 | ||||
| 2025-08-11 | 13F | Berkeley, Inc | 19,831 | 0.22 | 868 | 1.29 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 549,021 | -46.54 | 24,020 | -45.98 | ||||
| 2025-08-12 | 13F | Insigneo Advisory Services, Llc | 4,767 | -30.88 | 209 | -30.20 | ||||
| 2025-07-09 | 13F | Affinity Capital Advisors, LLC | 118,472 | 2.46 | 5,183 | 11.63 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-18 | 13F | First Pacific Financial | 305 | -23.37 | 13 | -23.53 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 11,498 | 0.00 | 503 | 1.21 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 33,477 | 8.16 | 1,465 | 9.25 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 297,047 | 4.72 | 12,996 | 5.81 | ||||
| 2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 1,315 | -3.45 | 58 | -1.72 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 8,129 | -14.92 | 356 | -14.04 | ||||
| 2025-08-06 | 13F | Hoxton Planning & Management, LLC | 9,252 | -2.71 | 405 | -1.70 | ||||
| 2025-08-07 | 13F | Panoramic Investment Advisors, Llc | 4,950 | 217 | ||||||
| 2025-08-13 | 13F | Vertex Planning Partners, LLC | 7,197 | 5.85 | 315 | 6.80 | ||||
| 2025-08-13 | 13F | Hsbc Holdings Plc | 888,341 | -1.92 | 38,865 | -0.91 | ||||
| 2025-08-06 | 13F | Wsfs Capital Management, Llc | 33,068 | 187.85 | 1,447 | 190.95 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 153,775 | -26.17 | 6,728 | -25.40 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 21,115,930 | -3.24 | 923,822 | -2.23 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 201,161 | 8,801 | ||||||
| 2025-04-22 | 13F | Veridan Wealth LLC | 114,605 | 5.04 | 4,962 | 5.44 | ||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 87,396 | 0.00 | 3,824 | 1.03 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 850,567 | 1.24 | 37,212 | 2.29 | ||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 12,187 | 2.83 | 533 | 3.29 | ||||
| 2025-07-21 | 13F | Sageworth Trust Co | 29,280 | 0.00 | 1,281 | 1.10 | ||||
| 2025-08-25 | 13F | Hilltop Partners LLC | 904,743 | -3.65 | 39,582 | -2.65 | ||||
| 2025-05-06 | 13F | WT Wealth Management | 5,898 | -11.40 | 255 | -7.27 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 1,068 | 0.00 | 47 | 0.00 | ||||
| 2025-08-14 | 13F | Wetherby Asset Management Inc | 11,270 | 0.00 | 493 | 5.79 | ||||
| 2025-08-05 | 13F | Tme Financial, Inc. | 175,007 | 114.27 | 7,657 | 116.52 | ||||
| 2025-08-12 | 13F | Strategic Advisors LLC | 60,618 | -2.45 | 2,652 | -1.41 | ||||
| 2025-07-25 | 13F | LRI Investments, LLC | 3,375 | 0.00 | 148 | 0.68 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 277,499 | 27.58 | 12,210 | 28.75 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 18,854 | -4.96 | 825 | -3.96 | ||||
| 2025-07-22 | 13F | Wealthcare Capital Partners, LLC | 32,672 | -2.57 | 1,429 | -1.52 | ||||
| 2025-08-14 | 13F | Partners Capital Investment Group, Llp | 152,638 | -32.48 | 6,678 | -31.78 | ||||
| 2025-07-11 | 13F | Williams Financial, LLC | 368,598 | -21.40 | 16,126 | -20.58 | ||||
| 2025-08-07 | 13F | Fidelis Capital Partners, LLC | 10,516 | 466 | ||||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 703,585 | 1.55 | 30,782 | 2.60 | ||||
| 2025-07-30 | 13F | Fiduciary Planning LLC | 110,815 | -1.35 | 4,848 | -0.31 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 94,449 | 785.35 | 4,132 | 796.31 | ||||
| 2025-07-23 | 13F | Northern Financial Advisors Inc | 6,876 | 3.23 | 301 | 4.17 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 47,096 | 4.05 | 2,060 | 5.16 | ||||
| 2025-07-21 | 13F | Impact Investors, Inc | 6,118 | 0.00 | 268 | 1.14 | ||||
| 2025-08-13 | 13F | Colonial Trust Advisors | 500 | 0.00 | 22 | 0.00 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 10,054 | -12.98 | 440 | -12.20 | ||||
| 2025-08-13 | 13F | Holos Integrated Wealth LLC | 115,399 | -0.14 | 5,201 | 3.96 | ||||
| 2025-08-14 | 13F | Comerica Bank | 1,063,051 | -7.58 | 46,508 | -6.62 | ||||
| 2025-08-07 | 13F | Commerce Bank | 269,861 | -0.62 | 11,806 | 0.41 | ||||
| 2025-08-14 | 13F | IPG Investment Advisors LLC | 19,047 | 0.00 | 833 | 1.09 | ||||
| 2025-07-16 | 13F | Embree Financial Group | 378,182 | 0.97 | 16,545 | 2.02 | ||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | 12,563 | 148.23 | 550 | 150.68 | ||||
| 2025-08-08 | 13F | Security Financial Services, INC. | 15,304 | -86.23 | 670 | -86.09 | ||||
| 2025-08-08 | 13F | Blankinship & Foster, LLC | 585,983 | 1.88 | 25,637 | 2.94 | ||||
| 2025-07-17 | 13F | Raleigh Capital Management Inc. | 217 | 158.33 | 10 | 200.00 | ||||
| 2025-08-05 | 13F | NewSquare Capital LLC | 150,654 | 6.96 | 6,428 | 8.25 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 28 | 1 | ||||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 265 | 0.00 | 12 | 0.00 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 217,674 | 3.97 | 9,523 | 5.05 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 209,103 | 654.07 | 9,148 | 662.33 | ||||
| 2025-07-18 | 13F | Vigilare Wealth Management | 5,910 | 0.00 | 259 | 1.18 | ||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 154,725 | -19.18 | 7 | -25.00 | ||||
| 2025-07-28 | 13F | Pettinga Financial Advisors, LLC | 12,355 | -87.74 | 541 | -87.62 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 77 | 0.00 | 3 | 0.00 | ||||
| 2025-07-15 | 13F | MCF Advisors LLC | 142 | 0.00 | 6 | 0.00 | ||||
| 2025-07-31 | 13F | Hobart Private Capital, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Tsfg, Llc | 432 | -29.53 | 0 | |||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 113 | 0.00 | 5 | 0.00 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 3 | 0.00 | 0 | |||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 27,203 | 39.22 | 1,190 | 40.66 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 97,709 | 0.60 | 4,398 | 10.70 | ||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 486 | 0.00 | 21 | 0.00 | ||||
| 2025-08-14 | 13F | Elevatus Welath Management | 5,368 | 0.00 | 235 | 0.86 | ||||
| 2025-08-14 | 13F | RMB Capital Management, LLC | 8,708 | 1.90 | 381 | 2.70 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 1,788 | 0.00 | 109 | 41.56 | ||||
| 2025-07-22 | 13F | Hillcrest Wealth Advisors - NY, LLC | 50,375 | -4.00 | 2,204 | -3.04 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 17,071 | 24.28 | 747 | 25.59 | ||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 124,152 | 1.33 | 5,638 | 7.31 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 439,792 | 9.76 | 19 | 11.76 | ||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 40,303 | 0.00 | 1,745 | 4.62 | ||||
| 2025-07-16 | 13F | Traveka Wealth, LLC | 5,963 | 19.52 | 261 | 20.37 | ||||
| 2025-06-11 | 13F | Fortitude Financial, LLC | 7,026 | 0.00 | 304 | 4.83 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 17,717 | 0.00 | 775 | 1.04 | ||||
| 2025-08-12 | 13F | Clearwater Capital Advisors, LLC | 33,359 | -1.83 | 1,459 | -0.82 | ||||
| 2025-08-08 | 13F | CFO4Life Group, LLC | 7,222 | 1.48 | 316 | 2.27 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-05 | 13F | Sage Capital Management, LLC | 38,343 | -1.94 | 1,678 | -0.95 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 2,120,770 | 6.37 | 92,784 | 7.48 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 9,939 | -12.29 | 435 | -7.46 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 4,594 | 12.57 | 200 | 13.07 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 3,260 | 0.00 | 143 | 0.71 | ||||
| 2025-08-13 | 13F | Valued Retirements, Inc. | 10,117 | 0.02 | 443 | 1.14 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 82,302 | 3,601 | ||||||
| 2025-08-11 | 13F | Advisor Resource Council | 5,118 | 46,427.27 | 224 | 1,927.27 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 7,655 | -83.74 | 335 | -83.61 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 2,467,565 | -4.69 | 107,956 | -3.70 | ||||
| 2025-07-31 | 13F | Insight Wealth Partners, LLC | 20,139 | 13.38 | 881 | 14.56 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 10,742,238 | 0.78 | 469,973 | 1.83 | ||||
| 2025-07-25 | 13F | Muirfield Wealth Advisors Llc | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Northwest Capital Management Inc | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 1,666 | -7.65 | 73 | -6.41 | ||||
| 2025-05-20 | 13F | Integrity Alliance, Llc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 137 | -4.20 | 6 | -16.67 | ||||
| 2025-05-01 | 13F | Stephens Inc /ar/ | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Headlands Technologies LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-29 | NP | MVFG - Monarch Volume Factor Global Unconstrained Index ETF | 102,924 | 4,633 | ||||||
| 2025-07-09 | 13F | O'Brien Wealth Partners LLC | 1,211,498 | -0.40 | 53,003 | 0.63 | ||||
| 2025-08-11 | 13F | Mosaic Family Wealth Partners, Llc | 1,475,620 | 0.04 | 64,558 | 1.08 | ||||
| 2025-07-21 | 13F | Mechanics Financial Corp | 1,633 | 0.00 | 71 | 1.43 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 34,674 | 1.90 | 1,517 | 2.92 | ||||
| 2025-07-23 | 13F | Sachetta, LLC | 490 | -47.54 | 21 | -47.50 | ||||
| 2025-07-24 | 13F/A | Mraz, Amerine & Associates, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Cranbrook Wealth Management, LLC | 443 | 0.00 | 19 | 0.00 | ||||
| 2025-07-09 | 13F | Bank of New Hampshire | 4,821 | 0.00 | 211 | 0.96 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Goldstein Advisors, LLC | 74,513 | -1.84 | 3,260 | -0.85 | ||||
| 2025-08-14 | 13F | Ruggaard & Associates LLC | 154,867 | 6,775 | ||||||
| 2025-07-29 | 13F | Sage Private Wealth Group, Llc | 272,472 | -34.47 | 11,921 | -33.79 | ||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 7,095 | -1.47 | 310 | -0.32 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 7,002 | -23.29 | 306 | -22.53 | ||||
| 2025-04-17 | 13F | Sound Income Strategies, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | WealthCare Investment Partners, LLC | 24,638 | 5.61 | 1,086 | 15.65 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 1,214,602 | 17.02 | 53,156 | 18.24 | ||||
| 2025-07-15 | 13F | Sheets Smith Wealth Management | 25,770 | -8.08 | 1,127 | -7.09 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 7,376 | 0 | ||||||
| 2025-07-14 | 13F | Enzi Wealth | 252,955 | -0.96 | 11,143 | 3.01 | ||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 250 | 0.00 | 11 | 0.00 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 38,647 | -1.44 | 1,691 | -0.41 | ||||
| 2025-08-14 | 13F | Vident Advisory, LLC | 13,517 | 0.00 | 591 | 1.03 | ||||
| 2025-08-13 | 13F | Greenwich Wealth Management LLC | 6,379 | 18.59 | 0 | |||||
| 2025-07-01 | 13F | Burkett Financial Services, Llc | 497,738 | 4.44 | 21,776 | 5.52 | ||||
| 2025-08-14 | 13F | Safeguard Investment Advisory Group, LLC | 6,117 | 1.54 | 268 | 2.69 | ||||
| 2025-08-14 | 13F/A | Forefront Analytics, LLC | 126,874 | 18.40 | 5,551 | 19.63 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 964 | -10.41 | 42 | -6.82 | ||||
| 2025-08-06 | 13F | Ethos Financial Group, LLC | 240,909 | 11.71 | 10,540 | 18.04 | ||||
| 2025-07-08 | 13F | Next Level Private LLC | 113,301 | 25.23 | 4,957 | 26.53 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 42,738 | -17.22 | 1,870 | -16.38 | ||||
| 2025-07-14 | 13F | S.A. Mason LLC | 5,805 | -0.85 | 254 | 0.00 | ||||
| 2025-07-14 | 13F | Chris Bulman Inc | 32,263 | 18.92 | 1,411 | 20.19 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 222,047 | -0.16 | 10 | 0.00 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 204,432 | 11.79 | 8,944 | 12.95 | ||||
| 2025-08-14 | 13F | Certified Advisory Corp | 70,527 | 2.50 | 3,086 | 3.56 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 19,041 | 186.76 | 833 | 190.24 | ||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 567,614 | 3.50 | 24,833 | 4.57 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 32 | 0.00 | 1 | 0.00 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 481,763 | 632.76 | 21,077 | 640.58 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 260 | 796.55 | 11 | 1,000.00 | ||||
| 2025-04-21 | 13F | Envestnet Portfolio Solutions, Inc. | 0 | -100.00 | 0 | |||||
| 2025-05-14 | 13F | Capital Analysts, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 7,121 | 43.51 | 312 | 45.33 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 8,253 | -1.11 | 361 | 0.00 | ||||
| 2025-07-16 | 13F | Rainier Family Wealth Inc | 78,135 | 21.16 | 3,418 | 22.42 | ||||
| 2025-08-07 | 13F | Winch Advisory Services, LLC | 120 | 0.00 | 5 | 0.00 | ||||
| 2025-05-09 | 13F | Washington Growth Strategies Llc | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Carson Advisory Inc. | 8,652 | 0.00 | 379 | 1.07 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 2,026 | 0.70 | 89 | 1.15 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 23,486 | 1,028 | ||||||
| 2025-07-07 | 13F | Whitaker-Myers Wealth Managers, LTD. | 801,420 | 10.95 | 35,062 | 12.11 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 4,961 | 4.33 | 217 | 5.85 | ||||
| 2025-07-25 | 13F | Asset Planning,Inc | 193 | 8 | ||||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 727,837 | -0.01 | 31,843 | 1.03 | ||||
| 2025-08-11 | 13F | Goodman Financial Corp | 6,005 | 0.00 | 263 | 0.77 | ||||
| 2025-07-16 | 13F | American National Bank | 1,870 | -1.94 | 82 | -1.22 | ||||
| 2025-07-30 | 13F | Alexis Investment Partners, LLC | 171,836 | 5.00 | 7,557 | 5.97 | ||||
| 2025-08-05 | 13F | Benchmark Financial Wealth Advisors, LLC | 10,332 | 452 | ||||||
| 2025-07-16 | 13F | ORG Partners LLC | 550 | 0.00 | 24 | 4.35 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 455,186 | 3,705.27 | 19,914 | 3,751.84 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 22,128 | 0.00 | 968 | 1.04 | ||||
| 2025-05-15 | 13F | Clark Capital Management Group, Inc. | 0 | -100.00 | 0 | |||||
| 2025-05-13 | 13F | Heck Capital Advisors, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 4,479,718 | 0.82 | 195,988 | 1.86 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 26,584 | 1,163 | ||||||
| 2025-07-31 | 13F | Jordan Park Group LLC | 51,955 | 0.00 | 2,273 | 1.07 | ||||
| 2025-05-09 | 13F | North Ridge Wealth Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Northeast Planning Associates, Inc. / Nh / | 73,573 | 6.75 | 3,219 | 7.84 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 17,344 | -5.49 | 759 | -4.53 | ||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 210 | 0.00 | 9 | 0.00 | ||||
| 2025-08-14 | 13F | Icon Wealth Advisors, LLC | 16,452 | 0.00 | 720 | 0.98 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 12,447 | 28.17 | 545 | 35.32 | ||||
| 2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 86 | 4 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 456,058 | 23.61 | 20 | 26.67 | ||||
| 2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 9,924 | 48.10 | 434 | 56.68 | ||||
| 2025-07-16 | 13F | Highline Wealth Partners Llc | 809 | 35 | ||||||
| 2025-08-11 | 13F | Tidemark, LLC | 10,246 | -77.16 | 448 | -76.93 | ||||
| 2025-08-14 | 13F | Family Office Research LLC | 13,040 | 0.00 | 570 | 1.06 | ||||
| 2025-07-29 | 13F | Quotient Wealth Partners, LLC | 190,198 | -1.87 | 8,321 | -0.85 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 182,313 | 14.65 | 7,976 | 15.85 | ||||
| 2025-08-05 | 13F | Next Capital Management LLC | 6,331 | 0.00 | 277 | 0.73 | ||||
| 2025-07-15 | 13F | Elevated Capital Advisors, LLC | 5,151 | 0.00 | 223 | 0.00 | ||||
| 2025-07-23 | 13F | High Note Wealth, LLC | 389,443 | 4.91 | 17,038 | 6.00 | ||||
| 2025-07-03 | 13F | Garde Capital, Inc. | 8,700 | 0.00 | 381 | 1.06 | ||||
| 2025-07-15 | 13F | BCS Wealth Management | 39,985 | -0.03 | 2 | 0.00 | ||||
| 2025-07-25 | 13F | Summa Corp. | 48,282 | 2,112 | ||||||
| 2025-08-06 | 13F | Maltin Wealth Management, Inc. | 85,225 | 4.07 | 3,729 | 5.16 | ||||
| 2025-08-22 | 13F | Carter Financial Group, INC. | 134,156 | -41.35 | 5,869 | -31.96 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 10,584 | 113.52 | 463 | 116.36 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 3,300 | -15.38 | 144 | -14.29 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 7,167 | 3.18 | 314 | 4.33 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 6,505 | 19.93 | 285 | 21.37 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 33,120 | 1 | ||||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 13,008 | -86.03 | 1 | -100.00 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 8,315 | 216.28 | 364 | 221.24 | ||||
| 2025-08-08 | 13F | Creative Planning | 40,065 | 25.11 | 1,753 | 26.41 | ||||
| 2025-08-14 | 13F | Hirtle Callaghan & Co LLC | 4,582 | 200 | ||||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 10,270 | 4.66 | 449 | 5.90 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 5,980 | 1.42 | 262 | 2.35 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 2,477 | 1,299.44 | 108 | 1,442.86 | ||||
| 2025-07-09 | 13F | Goelzer Investment Management, Inc. | 15,774 | 0.00 | 690 | 1.02 | ||||
| 2025-08-07 | 13F | Sierra Ocean, Llc | 10,910 | 0.00 | 477 | 1.06 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 19,925 | -2.40 | 872 | -1.36 | ||||
| 2025-08-18 | 13F/A | Kestra Investment Management, LLC | 22,997 | 1,006 | ||||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 331 | 0.00 | 14 | 0.00 | ||||
| 2025-08-13 | 13F | Victory Financial Group, Llc | 363,821 | 13.21 | 15,917 | 15.53 | ||||
| 2025-07-07 | 13F | Global Wealth Strategies & Associates | 0 | -100.00 | 0 | |||||
| 2025-05-12 | 13F | Sandy Spring Bank | 58,252 | 82.77 | 2,522 | 91.21 | ||||
| 2025-07-30 | 13F | Whittier Trust Co | 200 | 0.00 | 9 | 0.00 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 158,394 | -1.31 | 6,930 | -0.29 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 4,393,120 | 2.51 | 192,199 | 3.58 | ||||
| 2025-08-15 | 13F | Koesten, Hirschmann & Crabtree, INC. | 1,060 | 0.00 | 46 | 2.22 | ||||
| 2025-08-11 | 13F | FSA Wealth Management LLC | 847 | 0.00 | 91 | 8.33 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 5,855,514 | 4.22 | 256,179 | 5.30 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 941,559 | -4.79 | 41,193 | -3.80 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 624 | 0.00 | 0 | |||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 15,186 | 2.55 | 664 | 3.59 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 2,827,339 | -17.71 | 123,696 | -16.85 | ||||
| 2025-07-02 | 13F | Lvm Capital Management Ltd/mi | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 327 | -23.42 | 14 | -22.22 | ||||
| 2025-08-12 | 13F | XTX Topco Ltd | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Crossmark Global Holdings, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 25,922 | 0.00 | 1,134 | 1.07 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 118,942 | -26.54 | 5,204 | -25.78 | ||||
| 2025-07-18 | 13F | Cooper Financial Group | 157,670 | -5.66 | 6,898 | -4.67 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 9,000 | 394 | ||||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 39 | 0.00 | 2 | 0.00 | ||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-10 | 13F | Redhawk Wealth Advisors, Inc. | 11,650 | -92.80 | 510 | -92.74 | ||||
| 2025-07-17 | 13F | LVW Advisors, LLC | 9,090 | -55.70 | 398 | -55.29 | ||||
| 2025-07-29 | 13F | Empirical Asset Management, LLC | 36,467 | 2.56 | 1,595 | 3.64 | ||||
| 2025-07-31 | 13F | CAP Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Illumine Investment Management, LLC | 30,642 | 2.30 | 1,341 | 3.40 | ||||
| 2025-08-12 | 13F | Auxano Advisors, LLC | 9,650 | 422 | ||||||
| 2025-08-07 | 13F | Curtis Advisory Group, LLC | 29,544 | 5.31 | 1,293 | 6.43 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 14,959 | -1.53 | 654 | -0.46 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 72,060 | 6.92 | 3,153 | 8.02 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 19 | 58.33 | 1 | |||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 30,533 | -87.37 | 1,336 | -87.24 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 2,983 | 15.98 | 131 | 17.12 | ||||
| 2025-08-12 | 13F | Prudential Plc | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 6,352 | -56.93 | 278 | -56.58 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 8,305 | -43.68 | 363 | -43.10 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 360,586 | 10.94 | 15,776 | 12.09 | ||||
| 2025-08-14 | 13F | Glenview Trust Co | 6,004 | 263 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 106,118 | -1.03 | 4,643 | 0.00 | ||||
| 2025-08-14 | 13F | Helium Advisors LLC | 6,137 | 1.61 | 268 | 2.68 | ||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 26,933 | 29.00 | 1,179 | 30.31 | ||||
| 2025-07-25 | 13F | Lodestar Private Asset Management Llc | 230,460 | -4.58 | 10,083 | -3.59 | ||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 46,084 | 18.38 | 2,016 | 19.64 | ||||
| 2025-08-14 | 13F | TT Capital Management LLC | 13,230 | 558 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 311,367 | 22.42 | 13,622 | 23.70 | ||||
| 2025-08-01 | 13F | Motco | 1,346 | -21.79 | 60 | -20.27 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 628,486 | 99.16 | 27,496 | 101.23 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 85,559 | 0.36 | 3,743 | 1.41 | ||||
| 2025-07-31 | 13F | Trademark Financial Management, LLC | 20,874 | -75.72 | 913 | -75.48 | ||||
| 2025-07-31 | 13F | WFA Asset Management Corp | 119,169 | 311.04 | 4,938 | 316.36 | ||||
| 2025-08-18 | 13F | Arq Wealth Advisors, Llc | 188,292 | 0.00 | 8,153 | 0.00 | ||||
| 2025-08-06 | 13F | Able Wealth Management LLC | 41,930 | -38.03 | 1,834 | -37.38 | ||||
| 2025-08-14 | 13F | Sentinus, LLC | 15,812 | -10.03 | 692 | -9.08 | ||||
| 2025-08-06 | 13F | Ipsen Advisor Group LLC | 161,139 | 7.02 | 7,050 | 8.13 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Columbus Macro, LLC | 106,862 | 0.37 | 4,675 | 1.43 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 9,279 | 19.59 | 406 | 20.90 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 176,123 | 1.40 | 7,705 | 2.46 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 801,704 | 4.30 | 35,075 | 5.38 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Retirement Income Solutions, Inc | 15,448 | -5.77 | 676 | -4.80 | ||||
| 2025-08-12 | 13F | Deutsche Bank Ag\ | 12,594 | -18.64 | 551 | -17.91 | ||||
| 2025-07-10 | 13F | Wedmont Private Capital | 26,926 | -20.10 | 1,194 | -11.83 | ||||
| 2025-08-13 | 13F | M Holdings Securities, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Morgan Stanley | 6,812,759 | -3.33 | 298,058 | -2.32 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 139,184 | 2,338.83 | 6,089 | 2,365.18 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Blair William & Co/il | 18,972 | -2.02 | 830 | -0.95 | ||||
| 2025-07-07 | 13F | Kings Path Partners LLC | 5,400 | 0.00 | 236 | 1.29 | ||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Latitude Advisors, LLC | 5,459 | -1.28 | 239 | -0.42 | ||||
| 2025-05-14 | 13F | WCG Wealth Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 1,144,654 | -0.71 | 50,079 | 0.32 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 84,170 | 0.94 | 3,682 | 1.99 | ||||
| 2025-08-14 | 13F | Fmr Llc | 52,037 | 4.11 | 2,277 | 5.18 | ||||
| 2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 8,311 | 2.10 | 364 | 3.13 | ||||
| 2025-07-16 | 13F | RWM Asset Management, LLC | 16,260 | 0.00 | 711 | 0.99 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 2,097,298 | -19.66 | 92 | -19.47 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 163 | 0.00 | 7 | 16.67 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 16,084 | -29.74 | 704 | -29.06 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 52,496 | 12.87 | 2,297 | 14.06 | ||||
| 2025-07-30 | NP | LEXI - Alexis Practical Tactical ETF | 150,240 | 4.00 | 6,762 | 5.61 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 72,109 | 1.98 | 3,155 | 3.04 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 1,230 | 0.00 | 54 | 0.00 | ||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 1,696 | 0.00 | 74 | 1.37 | ||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 17,942 | -0.01 | 785 | 1.03 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 6,963 | -95.98 | 305 | -95.95 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 66,160 | 0.51 | 2,895 | 1.58 | ||||
| 2025-07-25 | 13F | Wealth Advisory Team LLC | 217,257 | 9,505 | ||||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 17,219,195 | 7.41 | 753,812 | 8.65 | ||||
| 2025-07-28 | 13F | Chesapeake Wealth Management | 99,505 | 0.08 | 4,353 | 1.14 | ||||
| 2025-08-11 | 13F | Brass Tax Wealth Management, Inc | 35,310 | -94.68 | 1,545 | -94.63 | ||||
| 2025-07-21 | 13F | Hilltop National Bank | 2,516 | -4.08 | 110 | 1.85 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 7,054 | 0.90 | 309 | 4.05 | ||||
| 2025-07-15 | 13F | Financial Management Professionals, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | Sarver Vrooman Wealth Advisors | 63,568 | 0.47 | 2,781 | 1.53 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 25,373 | 0.11 | 1,110 | 1.19 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 69,445 | -57.97 | 3,038 | -57.54 | ||||
| 2025-07-16 | 13F | Swisher Financial Concepts, Inc. | 12,540 | 0.00 | 549 | 1.11 | ||||
| 2025-07-31 | 13F | Pacitti Group Inc. | 6,000 | 0.00 | 262 | 1.16 | ||||
| 2025-08-01 | 13F | PCA Investment Advisory Services Inc. | 20,449 | 1.81 | 895 | 2.88 | ||||
| 2025-08-11 | 13F | Johnson Financial Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 6,389 | -0.37 | 280 | 0.72 | ||||
| 2025-07-23 | 13F | Friedenthal Financial | 272 | 0.00 | 12 | 0.00 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 7,163 | 10.32 | 313 | 11.39 | ||||
| 2025-08-11 | 13F | Frank, Rimerman Advisors LLC | 11,002 | 0.00 | 481 | 1.05 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 3 | -98.78 | 0 | -100.00 | ||||
| 2025-07-18 | 13F | Precision Wealth Strategies, LLC | 28,210 | 1,234 | ||||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 138,408 | -13.69 | 6,057 | -12.76 | ||||
| 2025-05-02 | 13F | Bogart Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Prosperity Financial Group, Inc. | 34,756 | 2.29 | 1,521 | 3.33 | ||||
| 2025-08-07 | 13F | Resolute Advisors LLC | 6,083 | 3.24 | 266 | 4.31 | ||||
| 2025-07-10 | 13F | Sharkey, Howes & Javer | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 423 | -23.51 | 19 | -18.18 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 468,088 | -17.58 | 20,479 | -16.72 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 68,967 | 1.16 | 3,017 | 2.24 | ||||
| 2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | Colorado Capital Management, Inc. | 6,318 | 0.00 | 0 | |||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 452,758 | 2.75 | 19,808 | 3.82 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 2,050,767 | 10.11 | 90,398 | 12.10 | ||||
| 2025-07-22 | 13F | Financial Insights, Inc. | 347,238 | 6.61 | 15,192 | 7.71 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 100 | 4 | ||||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 4,818 | 211 | ||||||
| 2025-07-24 | 13F | Thompson Investment Management, Inc. | 3,835 | 0.00 | 168 | 0.60 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 190 | -21.81 | 8 | -20.00 | ||||
| 2025-08-14 | 13F | Dimension Capital Management Llc | 29,107 | -9.34 | 1,273 | -8.42 | ||||
| 2025-08-07 | 13F | BOK Financial Private Wealth, Inc. | 59,573 | -2.58 | 2,606 | -1.55 | ||||
| 2025-07-22 | 13F | Integrated Capital Management, LLC | 284,536 | 7.65 | 13 | 9.09 | ||||
| 2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 12,116 | -4.32 | 533 | -1.66 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 1,066 | 0.00 | 47 | 0.00 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 13,779 | 0.00 | 626 | 5.93 | ||||
| 2025-08-11 | 13F | Vanguard Group Inc | 6,465 | -0.14 | 283 | 0.71 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 88,267 | -23.75 | 3,862 | -22.96 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 9,766 | -26.49 | 427 | -25.74 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 24,856 | 11.17 | 1,087 | 12.29 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 27,846 | -3.04 | 1,218 | -2.01 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 43,730 | 1.97 | 1,913 | 3.07 | ||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Bellwether Advisors, LLC | 18,831 | 0.00 | 824 | 0.98 | ||||
| 2025-08-05 | 13F | Magnolia Capital Advisors Llc | 15,190 | 1.67 | 665 | 2.79 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 47,075 | -5.31 | 2,038 | -0.97 | ||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 46,321 | 15.23 | 2,027 | 16.44 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 54,190 | 2.05 | 2,371 | 3.09 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 4,888 | -8.28 | 214 | -4.48 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 10,175 | -0.70 | 445 | 0.45 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 1,447,191 | -18.80 | 63,314 | -17.96 | ||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | UBS Group AG | 1,919,810 | -1.68 | 83,992 | -0.66 | ||||
| 2025-08-12 | 13F | Martin Worley Group | 10,260 | 449 | ||||||
| 2025-07-24 | 13F | Shayne & Co., Llc | 4,866 | 0.00 | 213 | 0.95 | ||||
| 2025-07-22 | 13F | Clarius Group, LLC | 12,241 | 0.00 | 536 | 0.94 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 221,229 | 3.77 | 9,679 | 4.85 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 376,241 | 4.62 | 16,461 | 5.70 | ||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 27,474 | 0.00 | 1,202 | 1.09 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 25,409 | -1.82 | 1,112 | -0.80 | ||||
| 2025-08-04 | 13F | Keybank National Association/oh | 8,948 | -0.10 | 391 | 1.03 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 24,450 | 564.40 | 1,070 | 603.29 | ||||
| 2025-08-14 | 13F | JPL Wealth Management, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 21,311 | -34.94 | 1 | -100.00 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 263,123 | 4,933.92 | 11,512 | 4,993.36 | ||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 11,066 | 5.54 | 484 | 6.84 | ||||
| 2025-08-14 | 13F | KKM Financial LLC | 19,020 | 0.00 | 832 | 1.09 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 81,833 | -0.90 | 3,580 | 0.14 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 37,611 | -0.36 | 1,645 | 0.67 | ||||
| 2025-08-13 | 13F | Quadrature Capital Ltd | 18,025 | 789 | ||||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 9,445 | -8.46 | 413 | -7.40 | ||||
| 2025-07-21 | 13F | Rainey & Randall Investment Management Inc. | 1,476,164 | 3.10 | 64,582 | 4.17 | ||||
| 2025-07-03 | 13F | TrueWealth Advisors, LLC | 215,188 | 2.08 | 9,414 | 3.14 | ||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 9,000 | 0.00 | 390 | 4.57 | ||||
| 2025-07-30 | 13F | Patten Group, Inc. | 7,612 | -51.35 | 333 | -50.81 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 146,975 | 1.63 | 6,430 | 2.57 | ||||
| 2025-08-14 | 13F | Clarity Capital Advisors, LLC | 5,708 | 0.00 | 250 | 0.81 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 14,081 | 1.35 | 616 | 2.50 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 106,317 | 68.32 | 4,651 | 70.12 | ||||
| 2025-08-08 | 13F | TD Capital Management LLC | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | Harbour Capital Advisors, LLC | 10,955 | 0.00 | 481 | 5.26 | ||||
| 2025-07-15 | 13F | FLP Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | MeadowBrook Investment Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Stifel Financial Corp | 609,765 | 2.93 | 26,677 | 4.00 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 311,367 | 5.21 | 13,622 | 6.31 | ||||
| 2025-07-18 | 13F | Vicus Capital | 223,173 | 4.32 | 9,764 | 5.41 | ||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 164 | 0.00 | 7 | 0.00 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 540 | -35.71 | 24 | -36.11 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 4,612 | 202 | ||||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 26,367 | 1,154 | ||||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 187,874 | -33.13 | 8,219 | -32.43 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 931,983 | 5.17 | 40,774 | 6.26 | ||||
| 2025-08-13 | 13F/A | StoneX Group Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | Nicolet Advisory Services, Llc | 9,083 | 0.00 | 398 | 10.89 | ||||
| 2025-07-07 | 13F | Investors Research Corp | 111,187 | 10.36 | 4,864 | 11.51 | ||||
| 2025-08-13 | 13F | Vermillion & White Wealth Management Group, LLC | 708 | 0.00 | 31 | 0.00 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Clean Yield Group | 738 | 32 | ||||||
| 2025-08-07 | 13F | WESCAP Management Group, Inc. | 551,433 | -6.77 | 24,125 | -5.79 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 8,336 | -43.74 | 365 | -43.21 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 7,055 | 309 | ||||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 14,627 | 0.25 | 640 | 14.72 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 17,168 | 2.94 | 751 | 4.02 | ||||
| 2025-08-08 | 13F | Tanglewood Legacy Advisors, LLC | 42,810 | 3.05 | 1,873 | 4.12 | ||||
| 2025-07-15 | 13F | Optima Capital Llc | 37,110 | -69.61 | 1,624 | -69.30 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 69,323 | 3.80 | 3,074 | 6.33 | ||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 102,983 | 4,506 | ||||||
| 2025-08-01 | 13F | Liberty Wealth Management Llc | 15,861 | 2.20 | 694 | 3.28 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 7,748 | -0.40 | 339 | 0.60 | ||||
| 2025-08-14 | 13F | Evercore Wealth Management, LLC | 35,624 | 0.00 | 1,559 | 1.04 | ||||
| 2025-05-15 | 13F | TCG Advisory Services, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Schoolcraft Capital LLC | 790,073 | -4.83 | 34,566 | -3.84 | ||||
| 2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 12,534 | 0.00 | 548 | 1.11 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 304 | 0 | ||||||
| 2025-08-18 | 13F | Tactive Advisors, LLC | 44,005 | 121.70 | 1,925 | 137.07 | ||||
| 2025-07-29 | 13F | Orin Green Financial, LLC | 31,158 | 0.00 | 1,363 | 8.69 | ||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 7,304 | -93.17 | 320 | -93.11 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 10,442 | -0.55 | 457 | 0.44 |
Other Listings
| MX:DBEF |
