Mga Batayang Estadistika
| Pemilik Institusional | 201 total, 201 long only, 0 short only, 0 long/short - change of 5.24% MRQ |
| Alokasi Portofolio Rata-rata | 0.5223 % - change of -3.53% MRQ |
| Saham Institusional (Jangka Panjang) | 24,176,369 (ex 13D/G) - change of -2.10MM shares -7.98% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 690,088 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
Dimensional ETF Trust - Dimensional Emerging Markets Value ETF (US:DFEV) memiliki 201 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 24,176,369 saham. Pemegang saham terbesar meliputi Asset Dedication, LLC, Ritholtz Wealth Management, Jones Financial Companies Lllp, HighTower Advisors, LLC, Raymond James Financial Inc, Fmr Llc, True Wealth Design, LLC, Sensible Money, LLC, Marquette Asset Management, LLC, and Beacon Pointe Advisors, LLC .
Struktur kepemilikan institusional Dimensional ETF Trust - Dimensional Emerging Markets Value ETF (ARCA:DFEV) 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 31.08 / share. Previously, on September 6, 2024, the share price was 26.61 / share. This represents an increase of 16.81% 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 13D/G
Kami menyajikan pengajuan 13D/G secara terpisah dari pengajuan 13F karena perlakuan yang berbeda oleh SEC. Pengajuan 13D/G dapat diajukan oleh kelompok investor (dengan satu pemimpin), sedangkan pengajuan 13F tidak bisa. Hal ini mengakibatkan situasi di mana seorang investor dapat mengajukan 13D/G yang melaporkan satu nilai untuk total saham (mewakili semua saham yang dimiliki oleh kelompok investor), tetapi kemudian mengajukan 13F yang melaporkan nilai yang berbeda untuk total saham (mewakili kepemilikan mereka sendiri). Ini berarti bahwa kepemilikan saham dari pengajuan 13D/G dan pengajuan 13F seringkali tidak dapat dibandingkan secara langsung, sehingga kami menyajikannya secara terpisah.
Catatan: Mulai 16 Mei 2021, kami tidak lagi menampilkan pemilik yang belum mengajukan 13D/G dalam setahun terakhir. Sebelumnya, kami menampilkan riwayat lengkap pengajuan 13D/G. Secara umum, entitas yang diwajibkan untuk mengajukan pengajuan 13D/G harus mengajukan setidaknya setiap tahun sebelum mengirimkan pengajuan penutupan. Namun, terkadang dana keluar dari posisi tanpa mengirimkan pengajuan penutupan (misalnya, mereka menghentikan operasi), sehingga menampilkan riwayat lengkap terkadang menyebabkan kebingungan tentang kepemilikan saat ini. Untuk mencegah kebingungan, kami sekarang hanya menampilkan pemilik 'saat ini' - yaitu - pemilik yang telah mengajukan dalam setahun terakhir.
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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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 71,734 | 15.56 | 2,151 | 27.50 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Smithfield Trust Co | 1,996 | 0.00 | 0 | |||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 8,041 | -1.97 | 246 | 10.86 | ||||
| 2025-07-17 | 13F | Applied Capital LLC | 51,695 | -15.76 | 1,550 | -6.57 | ||||
| 2025-07-07 | 13F | Versant Capital Management, Inc | 57,306 | 8.58 | 1,719 | 20.39 | ||||
| 2025-07-28 | 13F | RCS Financial Planning, LLC | 11,982 | -30.36 | 359 | -22.80 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 1,214,257 | 166.65 | 36,221 | 193.48 | ||||
| 2025-08-08 | 13F | Your Advocates Ltd., LLP | 427 | 0.00 | 13 | 9.09 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 6,956 | 209 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 33,722 | -11.69 | 1,011 | -2.03 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 156 | 5 | ||||||
| 2025-07-29 | 13F | Two West Capital Advisors LLC | 16,507 | 0.74 | 509 | 21.53 | ||||
| 2025-07-15 | 13F | Marquette Asset Management, LLC | 654,800 | 1.85 | 19,637 | 12.92 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 103,445 | -26.07 | 3,102 | -18.02 | ||||
| 2025-07-22 | 13F | Gemmer Asset Management LLC | 7,396 | -2.00 | 222 | 8.33 | ||||
| 2025-08-14 | 13F | Monograph Wealth Advisors, Llc | 34,685 | 0.00 | 1,040 | 10.87 | ||||
| 2025-07-17 | 13F | XY Planning Network, Inc. | 9,687 | 291 | ||||||
| 2025-08-14 | 13F | Colony Group, LLC | 12,580 | -5.20 | 377 | 5.31 | ||||
| 2025-08-12 | 13F | Landing Point Financial Group, LLC | 20,212 | 29.37 | 606 | 43.60 | ||||
| 2025-07-14 | 13F | Maryland Capital Advisors Inc. | 126,576 | 3.53 | 3,796 | 14.79 | ||||
| 2025-07-14 | 13F | Shearwater Capital LLC | 6,967 | 209 | ||||||
| 2025-07-28 | 13F | Sterling Financial Planning, Inc. | 185,640 | 5.68 | 5,567 | 17.18 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 12 | 0 | ||||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 2,867 | 86 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 773 | 0.65 | 23 | 15.00 | ||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 137,323 | 4.53 | 4,118 | 15.90 | ||||
| 2025-08-01 | 13F | Motco | 6,472 | 195 | ||||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 8,208 | -24.45 | 246 | -16.04 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 56,216 | -20.50 | 1,686 | -11.87 | ||||
| 2025-07-17 | 13F | Porter White Investment Advisors, Inc. | 31,917 | -19.87 | 957 | -11.14 | ||||
| 2025-04-07 | 13F | GoalVest Advisory LLC | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 69,128 | -11.35 | 2,073 | -1.71 | ||||
| 2025-08-12 | 13F | McGrath & Associates, Inc. | 62,685 | -2.81 | 1,880 | 7.74 | ||||
| 2025-04-21 | 13F | Envestnet Portfolio Solutions, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Citigroup Inc | 17,649 | 84.84 | 529 | 105.04 | ||||
| 2025-07-09 | 13F | Bruce G. Allen Investments, LLC | 4,703 | 0.00 | 141 | 11.02 | ||||
| 2025-07-22 | 13F | Firethorn Wealth Partners, Llc | 12,702 | -3.65 | 381 | 6.74 | ||||
| 2025-07-25 | 13F | Tranquility Partners, LLC | 15,724 | 2.28 | 472 | 13.49 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 193,883 | -71.20 | 5,815 | -68.07 | ||||
| 2025-08-05 | 13F | Astra Wealth Partners LLC | 77,931 | -5.79 | 2,337 | 4.47 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 29,079 | 36.43 | 872 | 51.39 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 9,832 | 1.48 | 295 | 12.21 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 942,664 | 3.81 | 28,270 | 15.09 | ||||
| 2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 0 | -100.00 | 0 | |||||
| 2025-08-21 | 13F | Aveo Capital Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Family Investment Center, Inc. | 104,279 | 3.40 | 3,127 | 14.67 | ||||
| 2025-08-13 | 13F | Ark & Tlk Investments, Llc | 10,461 | 314 | ||||||
| 2025-08-12 | 13F | Rather & Kittrell, Inc. | 28,074 | 38.54 | 842 | 53.47 | ||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 42,466 | 157.21 | 1 | |||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 28,680 | 26.86 | 860 | 40.75 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 19,890 | -56.30 | 596 | -51.58 | ||||
| 2025-07-21 | 13F | Financial Architects, LLC | 254,015 | 0.11 | 7,618 | 10.99 | ||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 539,495 | 9.93 | 16,179 | 21.88 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 867 | 510.56 | 26 | 766.67 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 1,721 | 0.00 | 52 | 10.87 | ||||
| 2025-08-01 | 13F | Red Lighthouse Investment Management, Llc | 4,398 | 0.00 | 132 | 14.91 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 90,008 | 93.53 | 2,699 | 114.55 | ||||
| 2025-04-17 | 13F | Retirement Solution Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-11 | 13F | Rockwood Wealth Management, LLC | 9,818 | 0.00 | 294 | 10.94 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 758 | 23 | ||||||
| 2025-07-29 | 13F | Schubert & Co | 19,115 | -44.27 | 573 | -38.19 | ||||
| 2025-07-23 | 13F | Matisse Capital | 39,760 | 0.00 | 1,192 | 10.88 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 253,346 | 0.08 | 7,598 | 10.95 | ||||
| 2025-07-29 | 13F | Unison Advisors LLC | 18,813 | -4.52 | 564 | 6.02 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 26,018 | 780 | ||||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 4,960 | 0.00 | 149 | 10.45 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 877,088 | 5.14 | 26,304 | 16.57 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 57,335 | -6.95 | 2 | 0.00 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 548,406 | -0.96 | 16,447 | 9.80 | ||||
| 2025-07-30 | 13F | Blume Capital Management, Inc. | 260,708 | 1.42 | 7,819 | 12.44 | ||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 454 | 0.00 | 14 | 8.33 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 25,687 | -0.96 | 770 | 9.69 | ||||
| 2025-07-03 | 13F | Lam Group, Inc. | 84,585 | 0.59 | 2,537 | 11.52 | ||||
| 2025-07-17 | 13F | Eagle Wealth Strategies Llc | 470,016 | -0.32 | 14,096 | 10.51 | ||||
| 2025-07-21 | 13F | Mattern Capital Management, Llc | 7,513 | 225 | ||||||
| 2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 21,719 | 0.00 | 651 | 10.90 | ||||
| 2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 10,265 | 14.90 | 308 | 27.39 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 20,335 | 0.00 | 610 | 10.73 | ||||
| 2025-07-28 | 13F | Pettinga Financial Advisors, LLC | 36,207 | 122.68 | 1,086 | 147.15 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 83,980 | 2.84 | 2,606 | 16.55 | ||||
| 2025-08-14 | 13F | Comerica Bank | 1,363 | -63.29 | 41 | -60.00 | ||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 10,668 | 8.60 | 320 | 20.38 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 74 | 0.00 | 2 | 100.00 | ||||
| 2025-08-05 | 13F | Dravo Bay Llc | 97,142 | -0.89 | 2,990 | 12.75 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 158 | 5 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 325,631 | 316.81 | 9,766 | 362.14 | ||||
| 2025-08-13 | 13F | Millstone Evans Group, LLC | 605 | -65.09 | 18 | -60.87 | ||||
| 2025-08-13 | 13F | United Wealth Management, LLC | 152,898 | 2.26 | 4,585 | 13.38 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 69,332 | 28.86 | 2,079 | 42.89 | ||||
| 2025-08-12 | 13F | Accredited Wealth Management, LLC | 400 | 0.00 | 12 | 10.00 | ||||
| 2025-07-15 | 13F | Verum Partners LLC | 89,314 | -2.09 | 2,679 | 8.55 | ||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 9,617 | 288 | ||||||
| 2025-08-11 | 13F | Foundation Wealth Management, LLC\PA | 35,944 | -19.92 | 1,078 | -11.29 | ||||
| 2025-07-30 | 13F | Mills Wealth Advisors LLC | 150,625 | 15.78 | 4,517 | 28.36 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 99,612 | -0.56 | 2,987 | 10.26 | ||||
| 2025-07-18 | 13F | Heritage Financial Services, LLC | 86,021 | -1.66 | 2,580 | 9.00 | ||||
| 2025-07-09 | 13F | Christopher J. Hasenberg, Inc | 338 | 10 | ||||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 112,915 | -7.14 | 3,386 | 3.23 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 56,937 | 567.10 | 1,708 | 642.17 | ||||
| 2025-07-23 | 13F | Abel Hall, LLC | 54,856 | -6.79 | 1,645 | 3.33 | ||||
| 2025-07-17 | 13F | Oceanside Advisors LLC | 28,109 | -9.20 | 843 | 0.72 | ||||
| 2025-08-11 | 13F | Root Financial Partners, LLC | 239,147 | -37.21 | 7,172 | -30.37 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 8,535 | 231 | ||||||
| 2025-08-14 | 13F | C M Bidwell & Associates Ltd | 1,026 | 91.78 | 31 | 114.29 | ||||
| 2025-07-09 | 13F | Alesco Advisors Llc | 320,787 | 14.22 | 9,620 | 26.65 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 71,626 | 54.37 | 2 | 100.00 | ||||
| 2025-07-22 | 13F | Sutton Place Investors Llc | 10,454 | 18.73 | 314 | 31.51 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 7,884 | 4.94 | 236 | 16.26 | ||||
| 2025-08-14 | 13F | DecisionPoint Financial, LLC | 910 | 0.00 | 27 | 12.50 | ||||
| 2025-08-01 | 13F | Heritage Wealth Management, Inc./Texas | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | SwitchPoint Financial Planning, LLC | 13,697 | 0.00 | 411 | 10.81 | ||||
| 2025-07-30 | 13F | Clune & Associates, Ltd. | 11,897 | 0.57 | 357 | 11.60 | ||||
| 2025-08-11 | 13F | von Borstel & Associates, Inc. | 251,390 | 2.69 | 8 | 16.67 | ||||
| 2025-07-10 | 13F | White Wing Wealth Management | 72,883 | -1.61 | 2,186 | 14.34 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 44,624 | -0.36 | 1,338 | 10.49 | ||||
| 2025-05-15 | 13F | Evergreen Capital Management Llc | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Golden Bell Financial Planning LLC | 66,575 | -0.38 | 1,997 | 10.46 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 90,899 | -3.05 | 2,726 | 7.49 | ||||
| 2025-08-08 | 13F | Pinney & Scofield, Inc. | 44,174 | -0.12 | 1,325 | 10.70 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 112 | 3 | ||||||
| 2025-05-12 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-15 | 13F | Cordant, Inc. | 162,708 | -10.38 | 4,880 | -0.63 | ||||
| 2025-07-23 | 13F | First Financial Group Corp | 9,380 | 23.75 | 281 | 37.07 | ||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 181,634 | 12.16 | 5,447 | 24.36 | ||||
| 2025-07-28 | 13F | Eq Wealth Advisors, Llc | 101,460 | 18.37 | 3,043 | 31.23 | ||||
| 2025-07-17 | 13F | Avondale Wealth Management | 2,000 | 0.00 | 60 | 9.26 | ||||
| 2025-07-16 | 13F | Tru Independence Asset Management 2, Llc | 33,647 | 12.64 | 1,009 | 24.88 | ||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 5,534 | 0.34 | 166 | 10.74 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 421,062 | 107.54 | 12,628 | 130.13 | ||||
| 2025-07-18 | 13F | PBMares Wealth Management LLC | 168,304 | -4.39 | 5,047 | 6.01 | ||||
| 2025-07-31 | 13F | Opes Wealth Management LLC | 335,130 | 1.35 | 10,051 | 12.37 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 26,992 | -5.90 | 809 | 4.39 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 73,565 | -3.17 | 2,206 | 8.56 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 16,450 | -3.12 | 493 | 7.41 | ||||
| 2025-07-25 | 13F | Index Fund Advisors, Inc. | 365,272 | 9.62 | 10,954 | 21.54 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 184,984 | -6.69 | 5,548 | 3.45 | ||||
| 2025-08-14 | 13F | UBS Group AG | 314 | -19.49 | 9 | -10.00 | ||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 1,247,799 | 23.74 | 37,421 | 37.19 | ||||
| 2025-08-14 | 13F | Principia Wealth Advisory, LLC | 1,310 | -6.43 | 39 | 14.71 | ||||
| 2025-07-03 | 13F | Fiduciary Financial Group, Llc | 12,307 | 0.22 | 370 | 21.31 | ||||
| 2025-08-12 | 13F | Vestor Capital, Llc | 27,470 | 642.43 | 3 | |||||
| 2025-07-21 | 13F | Family CFO Inc | 15,413 | 408.68 | 462 | 470.37 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Savant Capital, LLC | 93,378 | -12.14 | 2,800 | -2.57 | ||||
| 2025-08-14 | 13F | NCM Capital Management, LLC | 13,950 | 11.60 | 419 | 23.67 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 7,407 | -40.84 | 222 | -34.32 | ||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 645 | 19 | ||||||
| 2025-08-14 | 13F | Cardiff Park Advisors, Llc | 44,914 | 1.54 | 1,347 | 12.54 | ||||
| 2025-08-08 | 13F | Sittner & Nelson, Llc | 362 | -41.89 | 11 | -37.50 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Vestia Personal Wealth Advisors | 96,718 | 7.96 | 2,900 | 19.69 | ||||
| 2025-07-16 | 13F | Blue Oak Capital, LLC | 85,789 | 5.40 | 2,573 | 16.86 | ||||
| 2025-08-01 | 13F | Austin Private Wealth, LLC | 13,242 | 14.70 | 397 | 27.24 | ||||
| 2025-07-09 | 13F | Graves-Light Private Wealth Management, Inc. | 323,304 | 2.85 | 9,696 | 14.02 | ||||
| 2025-07-24 | 13F | Wealth Advisors Northwest LLC | 85,045 | 2.92 | 2,550 | 14.09 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 46,762 | -2.32 | 1,402 | 8.35 | ||||
| 2025-07-09 | 13F | Efficient Frontier Advisors LLC | 32,975 | 0.00 | 989 | 10.89 | ||||
| 2025-07-29 | 13F | Grunden Financial Advisory, Inc. | 32,628 | 25.00 | 979 | 38.53 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 9,736 | 0.80 | 292 | 11.49 | ||||
| 2025-08-14 | 13F | Fmr Llc | 847,228 | -77.34 | 25,408 | -74.88 | ||||
| 2025-08-05 | 13F | Sensible Money, LLC | 688,611 | 8.11 | 20,651 | 19.86 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 118,958 | 3,568 | ||||||
| 2025-07-18 | 13F | TruNorth Capital Management, LLC | 198 | 0.00 | 6 | 0.00 | ||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 403,824 | -5.51 | 12,111 | 4.76 | ||||
| 2025-07-24 | 13F | Vantage Point Financial LLC | 46,844 | 6.75 | 1,405 | 18.28 | ||||
| 2025-08-13 | 13F | American Investment Services, Inc. | 11,064 | -5.37 | 332 | 4.75 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 474,303 | 2.85 | 14 | 16.67 | ||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 476,845 | 4.06 | 14,301 | 15.37 | ||||
| 2025-08-13 | 13F | Daner Wealth Management, LLC | 11,072 | -7.19 | 344 | 8.20 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 82,770 | 29.69 | 2,482 | 43.80 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 7,324 | -26.76 | 220 | -18.89 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 144,796 | -4.33 | 4,342 | 6.08 | ||||
| 2025-08-12 | 13F | Hanover Advisors Inc | 18,394 | 1.62 | 552 | 12.68 | ||||
| 2025-07-23 | 13F | Gentry Private Wealth, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Betterment LLC | 205,777 | 2.54 | 6 | 20.00 | ||||
| 2025-07-21 | 13F | Triad Wealth Partners, LLC | 9,790 | 294 | ||||||
| 2025-07-14 | 13F | Ridgewood Investments LLC | 396 | 12 | ||||||
| 2025-07-25 | 13F | Gibson Capital, LLC | 32,021 | 0.12 | 960 | 10.98 | ||||
| 2025-08-07 | 13F | Timonier Family Office, LTD. | 139,155 | 10.14 | 4,173 | 22.12 | ||||
| 2025-08-08 | 13F | Schwarz Dygos Wheeler Investment Advisors Llc | 82,305 | 0.62 | 2,468 | 11.57 | ||||
| 2025-07-23 | 13F | Mraz, Amerine & Associates, Inc. | 9,070 | 0.00 | 272 | 11.02 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 3,051 | -16.82 | 91 | -8.08 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Providence Capital Advisors, LLC | 289 | 9 | ||||||
| 2025-07-31 | 13F | Strata Wealth Advisors, LLC | 537,847 | 12.90 | 16,130 | 25.17 | ||||
| 2025-07-16 | 13F | BOS Asset Management, LLC | 18,420 | 0.03 | 552 | 10.84 | ||||
| 2025-08-01 | 13F | Clark Asset Management, LLC | 40,644 | 5.41 | 1,219 | 16.89 | ||||
| 2025-07-09 | 13F | Breakwater Capital Group | 149,737 | -4.31 | 4,491 | 6.07 | ||||
| 2025-07-10 | 13F | Pacific Asset Management, LLC | 9,733 | 0.58 | 292 | 11.49 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 84,609 | 11.44 | 2,537 | 27.55 | ||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 793 | 0.00 | 24 | 9.52 | ||||
| 2025-08-06 | 13F | True Wealth Design, LLC | 746,985 | -7.32 | 22,402 | 2.75 | ||||
| 2025-05-15 | 13F | Wealth Management Nebraska | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Forum Financial Management, LP | 32,209 | 0.00 | 966 | 10.79 | ||||
| 2025-07-17 | 13F | Lazari Capital Management, Inc. | 7,667 | -7.76 | 230 | 2.23 | ||||
| 2025-07-17 | 13F | DiNuzzo Private Wealth, Inc. | 225,906 | 2.99 | 6,775 | 14.17 | ||||
| 2025-04-18 | 13F | Edge Financial Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-15 | 13F | BKA Wealth Consulting, Inc. | 67,175 | -22.22 | 2,015 | -13.78 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 8,457 | 53.88 | 254 | 70.95 | ||||
| 2025-07-29 | 13F | Wingate Wealth Advisors, Inc. | 8,661 | 0.62 | 260 | 11.64 | ||||
| 2025-08-06 | 13F | Cloud Capital Management, LLC | 7,477 | 5.41 | 0 | |||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 52,354 | -12.43 | 1,570 | -2.91 | ||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 79,354 | 2.70 | 2,380 | 13.83 | ||||
| 2025-07-17 | 13F | Halbert Hargrove Global Advisors, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 2,556,229 | 1.24 | 76,661 | 12.24 | ||||
| 2025-08-08 | 13F | Altiora Financial Group, LLC | 22,676 | 0.00 | 680 | 10.93 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 30 | -54.55 | 1 | -100.00 | ||||
| 2025-05-12 | 13F | Hantz Financial Services, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 301,362 | 12.71 | 9,038 | 24.96 | ||||
| 2025-05-14 | 13F | Lionshead Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Css Llc/il | 27,631 | 17.78 | 829 | 30.60 | ||||
| 2025-07-30 | 13F | EnRich Financial Partners LLC | 51,213 | -3.95 | 1,536 | 6.45 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 22,930 | 117.37 | 1 | |||||
| 2025-05-08 | 13F | IFG Advisory, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-03 | 13F | Garde Capital, Inc. | 1,035 | 25.76 | 31 | 40.91 | ||||
| 2025-07-23 | 13F | Elevate Wealth Advisory, Inc | 3,507 | 0.00 | 105 | 11.70 | ||||
| 2025-04-16 | 13F | Wealth Enhancement Advisory Services, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Grand Wealth Management, Llc | 552 | 122.58 | 17 | 166.67 | ||||
| 2025-07-16 | 13F | Moisand Fitzgerald Tamayo, LLC | 18,151 | -2.07 | 544 | 8.58 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 42,396 | -37.74 | 1,272 | -30.94 |
