Mga Batayang Estadistika
| Pemilik Institusional | 264 total, 264 long only, 0 short only, 0 long/short - change of 4.76% MRQ |
| Alokasi Portofolio Rata-rata | 0.9258 % - change of -0.47% MRQ |
| Saham Institusional (Jangka Panjang) | 77,575,881 (ex 13D/G) - change of 6.21MM shares 8.71% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 2,042,627 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
Dimensional ETF Trust - Dimensional Global Real Estate ETF (US:DFGR) memiliki 264 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 77,575,881 saham. Pemegang saham terbesar meliputi Forum Financial Management, LP, Savant Capital, LLC, JMG Financial Group, Ltd., Colony Group, LLC, Wealthspire Advisors, LLC, Brighton Jones Llc, LifeGuide Financial Advisors, LLC, TCI Wealth Advisors, Inc., DiNuzzo Private Wealth, Inc., and Maseco Llp .
Struktur kepemilikan institusional Dimensional ETF Trust - Dimensional Global Real Estate ETF (ARCA:DFGR) 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 27.40 / share. Previously, on September 6, 2024, the share price was 28.18 / share. This represents a decline of 2.77% 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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| Tanggal File | Formulir | Investor | Sebelumnya Saham |
Terbaru Saham |
Δ Saham (Persen) |
Kepemilikan (Persen) |
Δ Pagmamay-ari (Persen) |
|
|---|---|---|---|---|---|---|---|---|
| 2025-08-07 | Savant Capital, LLC | 6,697,999 | 7.43 |
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.
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| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-22 | 13F | Awm Capital, Llc | 256,262 | 93.81 | 6,876 | 98.01 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 80,263 | -16.52 | 2,153 | -14.90 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 32,880 | 8.92 | 882 | 11.36 | ||||
| 2025-07-23 | 13F | Quarry Hill Advisors, Llc | 36,978 | 7.02 | 992 | 9.37 | ||||
| 2025-07-29 | 13F | Private Wealth Management Group, LLC | 511,173 | 2.71 | 13,715 | 4.94 | ||||
| 2025-05-12 | 13F | Hantz Financial Services, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Granite Harbor Advisors, Inc. | 14,388 | 0.00 | 386 | 2.39 | ||||
| 2025-07-14 | 13F | Shearwater Capital LLC | 19,908 | 37.34 | 534 | 40.53 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 999 | 27 | ||||||
| 2025-07-16 | 13F | Strategic Investment Solutions, Inc. /IL | 0 | -100.00 | 0 | |||||
| 2025-07-08 | 13F | Henrickson Nauta Wealth Advisors, Inc. | 119,612 | 17.20 | 3,209 | 28.98 | ||||
| 2025-07-29 | 13F | Fundamentun, Llc | 35,681 | 957 | ||||||
| 2025-07-31 | 13F | Brighton Jones Llc | 2,219,008 | 5.19 | 59,536 | 7.47 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 129,223 | 0.44 | 3,467 | 2.63 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 44,613 | 4.52 | 1,197 | 6.79 | ||||
| 2025-08-15 | 13F | North Ridge Wealth Advisors, Inc. | 257,844 | 6.11 | 6,918 | 8.40 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 222,765 | 4.78 | 5,977 | 7.04 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 18,997 | 509 | ||||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 967,508 | -25.01 | 25,958 | -23.38 | ||||
| 2025-07-29 | 13F | Two West Capital Advisors LLC | 12,149 | -1.87 | 331 | 8.52 | ||||
| 2025-08-07 | 13F | Nwam Llc | 14,858 | 72.93 | 399 | 76.89 | ||||
| 2025-07-28 | 13F | Sterling Financial Planning, Inc. | 202,568 | 8.27 | 5,435 | 10.63 | ||||
| 2025-05-13 | 13F | Franklin Resources Inc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-17 | 13F | XY Planning Network, Inc. | 189,126 | -5.05 | 5,074 | -2.98 | ||||
| 2025-08-12 | 13F | Vawter Financial, Ltd. | 13,685 | -91.73 | 367 | -91.55 | ||||
| 2025-07-17 | 13F | Dopkins Wealth Management, Llc | 8,329 | 223 | ||||||
| 2025-07-17 | 13F | Porter White Investment Advisors, Inc. | 98,228 | 13.94 | 2,635 | 16.44 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 74,557 | 3.87 | 2,000 | 6.16 | ||||
| 2025-08-01 | 13F | Equita Financial Network, Inc. | 30,146 | 14.31 | 809 | 16.76 | ||||
| 2025-08-12 | 13F | McGrath & Associates, Inc. | 24,351 | -13.67 | 653 | -11.76 | ||||
| 2025-08-01 | 13F | Redwood Park Advisors LLC | 759 | 70.95 | 20 | 81.82 | ||||
| 2025-07-09 | 13F | Market Street Wealth Management Advisors Llc | 49,715 | -1.35 | 1,334 | 0.76 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 372,126 | -22.31 | 9,984 | -20.62 | ||||
| 2025-05-15 | 13F | Fischer Investment Strategies, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Jentner Corp | 466,538 | 1.25 | 12,517 | 3.45 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 108,382 | -51.38 | 2,908 | -50.33 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 136,686 | 0.73 | 3,667 | 2.92 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 36,938 | 0.23 | 991 | 2.48 | ||||
| 2025-07-17 | 13F | Northwest Wealth Management, Llc | 90,439 | 11.02 | 2,426 | 13.42 | ||||
| 2025-07-22 | 13F | Firethorn Wealth Partners, Llc | 24,648 | 3.77 | 661 | 6.10 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 10,480 | 281 | ||||||
| 2025-08-11 | 13F | Citigroup Inc | 7,030 | 5.49 | 189 | 8.05 | ||||
| 2025-07-18 | 13F | First Pacific Financial | 18,278 | 0.64 | 490 | 2.94 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 975,353 | 3.42 | 26,169 | 5.66 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 5,237 | 0.00 | 141 | 2.19 | ||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 10,456 | -1.20 | 281 | 1.08 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 68,537 | 2.07 | 1,839 | 4.25 | ||||
| 2025-07-25 | 13F | McNamara Financial Services, Inc. | 48,706 | -4.80 | 1,307 | -2.76 | ||||
| 2025-07-07 | 13F | Shotwell Rutter Baer Inc | 171,249 | 2.08 | 4,634 | 12.07 | ||||
| 2025-08-08 | 13F | SageOak Financial, LLC | 58,349 | 7.92 | 1,566 | 10.29 | ||||
| 2025-07-17 | 13F | Claris Advisors, Llc / Mo / | 75,368 | 17.36 | 2,022 | 19.93 | ||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 18,499 | 3.04 | 496 | 5.31 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 5,055 | 0.06 | 0 | |||||
| 2025-08-12 | 13F | Rather & Kittrell, Inc. | 737,716 | 10.30 | 19,793 | 12.69 | ||||
| 2025-07-15 | 13F | Maseco Llp | 1,352,858 | 36,290 | ||||||
| 2025-07-23 | 13F | Integris Wealth Management, LLC | 540,824 | 1.62 | 14,510 | 3.82 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 190,522 | -2.91 | 5,112 | -0.82 | ||||
| 2025-07-22 | 13F | SOL Capital Management CO | 28,360 | -4.38 | 1 | |||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 96 | 0.00 | 3 | 0.00 | ||||
| 2025-07-14 | 13F | Capstone Wealth Management, LLC | 15,001 | 47.73 | 402 | 51.13 | ||||
| 2025-08-08 | 13F | Security Financial Services, INC. | 8,516 | 2.06 | 228 | 4.11 | ||||
| 2025-07-25 | 13F | Hemington Wealth Management | 174,938 | 15.00 | 5 | 33.33 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 2,000 | 0.00 | 54 | 1.92 | ||||
| 2025-07-23 | 13F | REAP Financial Group, LLC | 224,548 | -0.79 | 6,025 | 1.36 | ||||
| 2025-08-07 | 13F | Aegis Wealth Management LLC | 78,142 | 0.00 | 2,052 | 0.00 | ||||
| 2025-07-31 | 13F | Core Wealth Management, Inc. | 22,191 | 10.99 | 595 | 13.33 | ||||
| 2025-08-11 | 13F | Wescott Financial Advisory Group, LLC | 957,645 | -0.94 | 25,694 | 1.21 | ||||
| 2025-08-01 | 13F | Red Lighthouse Investment Management, Llc | 4,830 | 103.54 | 130 | 115.00 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 8,666 | -76.54 | 232 | -76.08 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 22,699 | -0.35 | 609 | 1.84 | ||||
| 2025-07-16 | 13F | TCI Wealth Advisors, Inc. | 1,934,020 | 19.42 | 51,890 | 22.01 | ||||
| 2025-07-30 | 13F | Blume Capital Management, Inc. | 905 | 0.00 | 24 | 4.35 | ||||
| 2025-07-21 | 13F | Creative Capital Management Investments LLC | 675,804 | 4.15 | 18,132 | 6.41 | ||||
| 2025-07-03 | 13F | Collective Family Office Llc | 18,551 | 2.03 | 498 | 4.19 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 746,798 | 1.69 | 20,037 | 3.89 | ||||
| 2025-08-08 | 13F | W.H. Cornerstone Investments Inc. | 48,969 | 5.78 | 1,314 | 8.07 | ||||
| 2025-08-11 | 13F | Great Lakes Advisors, Llc | 15,481 | 415 | ||||||
| 2025-05-09 | 13F | TD Waterhouse Canada Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-03 | 13F | Lam Group, Inc. | 145,515 | -19.50 | 3,904 | -17.76 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 361,628 | 1.81 | 10 | 0.00 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 39,113 | -30.88 | 1,049 | -29.36 | ||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 130,629 | 2.69 | 3,505 | 4.91 | ||||
| 2025-08-14 | 13F | MidWestOne Financial Group, Inc. | 11,800 | 317 | ||||||
| 2025-05-08 | 13F | Essential Planning, LLC. | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 258,996 | 5.87 | 6,946 | 14.68 | ||||
| 2025-07-08 | 13F | Peirce Capital Management, LLC | 241,324 | -9.33 | 6,475 | -7.37 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 102,155 | 0.00 | 2,805 | 3.70 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 321,722 | 0.58 | 8,632 | 2.76 | ||||
| 2025-08-14 | 13F | Comerica Bank | 126 | 2.44 | 3 | 0.00 | ||||
| 2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 11,154 | 9.18 | 299 | 11.57 | ||||
| 2025-07-15 | 13F | Kraft Asset Management, Llc | 12,489 | -43.16 | 335 | -41.84 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 13,650 | -12.15 | 366 | -10.07 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 570 | 0.71 | 15 | 7.14 | ||||
| 2025-07-11 | 13F | Rockwood Wealth Management, LLC | 535,070 | 188.57 | 14,356 | 194.82 | ||||
| 2025-08-13 | 13F | Millstone Evans Group, LLC | 3,399 | -61.50 | 91 | -60.61 | ||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 209,698 | 2.94 | 5,626 | 5.18 | ||||
| 2025-08-12 | 13F | Winnow Wealth Llc | 107,952 | 2,896 | ||||||
| 2025-08-11 | 13F | Mosaic Family Wealth Partners, Llc | 135,241 | -10.89 | 3,629 | -8.96 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 109,598 | 1,006.16 | 2,941 | 1,030.77 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 12,231 | 0 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 83,185 | 2,232 | ||||||
| 2025-08-13 | 13F | Daner Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 15,689 | 47.38 | 419 | 50.90 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 19,527 | 0.07 | 524 | 2.15 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 207,992 | -1.70 | 5,580 | 0.43 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 26,486 | 18.63 | 711 | 21.16 | ||||
| 2025-08-04 | 13F | Capital Performance Advisors Llp | 10,660 | 0.00 | 286 | 2.51 | ||||
| 2025-08-11 | 13F | Foundation Wealth Management, LLC\PA | 34,284 | -6.89 | 920 | -4.87 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 74,663 | 142.26 | 2,003 | 147.59 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 119,295 | 0.73 | 3,201 | 2.89 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 3,210,357 | -0.74 | 86,134 | 1.41 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 192,071 | -4.26 | 5,153 | -2.18 | ||||
| 2025-07-23 | 13F | Abel Hall, LLC | 44,935 | -2.85 | 1,206 | -0.74 | ||||
| 2025-08-04 | 13F | McMill Wealth Management | 175,189 | 3.24 | 4,670 | 4.78 | ||||
| 2025-08-12 | 13F | Forum Private Client Group LLC | 156,087 | 8.94 | 4,188 | 11.30 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 43 | 0.00 | 1 | 0.00 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 30,820 | 53.20 | 809 | 57.70 | ||||
| 2025-08-06 | 13F | Geometric Wealth Advisors | 367,664 | 6.54 | 9,864 | 8.86 | ||||
| 2025-07-17 | 13F | LifeGuide Financial Advisors, LLC | 2,184,381 | 4.27 | 58,607 | 6.54 | ||||
| 2025-08-04 | 13F | Live Oak Private Wealth LLC | 8,507 | 228 | ||||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | Sprinkle Financial Consultants LLC | 339,941 | 0.90 | 9,121 | 3.09 | ||||
| 2025-07-22 | 13F | Sutton Place Investors Llc | 27,044 | 17.03 | 726 | 19.64 | ||||
| 2025-04-17 | 13F | Rs Crum Inc. | 681,762 | -15.92 | 17,903 | -13.55 | ||||
| 2025-04-22 | 13F | Rappaport Reiches Capital Management, LLC | 220,810 | 7.53 | 5,798 | 10.56 | ||||
| 2025-07-28 | 13F | Verisail Partners, LLC | 783,538 | 1.63 | 21,022 | 3.84 | ||||
| 2025-07-17 | 13F | SC&H Financial Advisors, Inc. | 63,610 | 18.85 | 1,707 | 21.42 | ||||
| 2025-04-28 | 13F | Redmont Wealth Advisors Llc | 128 | 3 | ||||||
| 2025-05-14 | 13F | CIBC Private Wealth Group, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 189,695 | 2.78 | 5,090 | 5.01 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 31,533 | 12.26 | 846 | 14.79 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 389 | -33.16 | 10 | -33.33 | ||||
| 2025-08-11 | 13F | von Borstel & Associates, Inc. | 152,426 | 7.60 | 4 | 33.33 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 12,708 | 341 | ||||||
| 2025-05-13 | 13F | Steward Partners Investment Advisory, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Squire Investment Management Company, LLC | 11,475 | 7.97 | 308 | 10.04 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 79,459 | 15.25 | 2 | 100.00 | ||||
| 2025-07-15 | 13F | Total Wealth Planning, Llc | 569,962 | 6.18 | 15,292 | 8.48 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 4,107 | 224.92 | 110 | 233.33 | ||||
| 2025-07-25 | 13F | LRI Investments, LLC | 141,374 | -3.92 | 3,793 | -1.81 | ||||
| 2025-07-21 | 13F/A | Abacus Planning Group, Inc. | 14,647 | 36.59 | 393 | 39.50 | ||||
| 2025-08-12 | 13F | Burk Holdings LLC | 188,519 | 16.09 | 5,058 | 18.60 | ||||
| 2025-08-14 | 13F | Balanced Rock Investment Advisor | 145,113 | 55.28 | 3,893 | 58.64 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 14,753 | 1.89 | 394 | 4.24 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 765 | 70.38 | 21 | 75.00 | ||||
| 2025-07-14 | 13F | Parkshore Wealth Management, Inc. | 311,070 | 36.11 | 8,346 | 39.06 | ||||
| 2025-07-22 | 13F | Vested Financial Planning, LLC | 8,446 | -0.45 | 227 | 1.80 | ||||
| 2025-07-09 | 13F | Krilogy Financial LLC | 95,690 | 5.25 | 2,567 | 7.54 | ||||
| 2025-07-16 | 13F | Tru Independence Asset Management 2, Llc | 34,334 | 29.25 | 921 | 32.14 | ||||
| 2025-07-11 | 13F | Ridgeline Wealth, LLC | 45,072 | -0.63 | 1,209 | 1.51 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 121,867 | 29.59 | 3,270 | 32.44 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 195,474 | -1.63 | 5,290 | 1.36 | ||||
| 2025-07-31 | 13F | Aspen Capital Management, LLC | 473,614 | 6.71 | 12,707 | 9.04 | ||||
| 2025-08-04 | 13F | Syverson Strege & Co | 499,272 | 0.92 | 13,395 | 3.11 | ||||
| 2025-07-11 | 13F | Colorado Capital Management, Inc. | 135,864 | 5.20 | 4 | 0.00 | ||||
| 2025-06-26 | NP | DFAW - Dimensional World Equity ETF | 520,331 | 15.26 | 13,680 | 17.04 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 500,756 | 126.04 | 13,435 | 130.96 | ||||
| 2025-07-30 | 13F | Jackson Thornton Asset Management, Llc | 19,415 | 3.73 | 520 | 7.45 | ||||
| 2025-07-23 | 13F | Wealth Management Nebraska | 420,127 | 7.60 | 11,213 | 9.36 | ||||
| 2025-08-05 | 13F | WorthPointe, LLC | 9,749 | -54.39 | 262 | -53.48 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 13,951 | -12.44 | 374 | -9.22 | ||||
| 2025-08-12 | 13F | Accordant Advisory Group Inc | 107,952 | 2,896 | ||||||
| 2025-08-05 | 13F | Avant Financial Advisors LLC | 78,161 | 8.62 | 2,097 | 11.01 | ||||
| 2025-07-18 | 13F | Client 1st Advisory Group, Llc | 26,375 | -20.39 | 708 | -18.74 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 656,264 | 1.53 | 17,608 | 3.73 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 1,126 | 30 | ||||||
| 2025-08-11 | 13F | WPWealth LLP | 811,791 | 6.83 | 21,780 | 9.15 | ||||
| 2025-07-11 | 13F | Physician Wealth Solutions Inc. | 57,734 | 23.07 | 1,549 | 25.75 | ||||
| 2025-07-25 | 13F | Wealth Architects, LLC | 221,720 | 9.81 | 5,949 | 12.18 | ||||
| 2025-08-08 | 13F | Keyvantage Wealth, Llc | 35,377 | 2.04 | 949 | 4.29 | ||||
| 2025-07-17 | 13F | Mattern Wealth Management LLC | 97,206 | 135.00 | 2,608 | 140.15 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 1,152,913 | -1.38 | 30,933 | 0.76 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 12,411 | 25.57 | 333 | 28.19 | ||||
| 2025-07-25 | 13F | Index Fund Advisors, Inc. | 778,024 | 8.87 | 20,874 | 11.23 | ||||
| 2025-08-14 | 13F | UBS Group AG | 438 | 0.00 | 12 | 0.00 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 25,926 | 16.81 | 696 | 19.42 | ||||
| 2025-07-08 | 13F/A | Team Hewins, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 42,486 | 214.57 | 1,140 | 221.75 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 6,191 | -42.84 | 166 | -39.86 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Heritage Investment Group, Inc. | 39,865 | 25.06 | 1,070 | 27.72 | ||||
| 2025-08-04 | 13F | Hutchinson Capital Management/ca | 19,344 | 26.74 | 519 | 29.75 | ||||
| 2025-04-15 | 13F | Corrigan Financial, Inc. | 340,682 | 24.62 | 8,946 | 28.15 | ||||
| 2025-07-14 | 13F | Kfg Wealth Management, Llc | 48,631 | 2.96 | 1,305 | 5.16 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 6,697,999 | 22.31 | 179,707 | 24.96 | ||||
| 2025-04-23 | 13F | Retirement Guys Formula Llc | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Wealth Advisors Northwest LLC | 66,134 | 35.12 | 1,774 | 38.05 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 779 | 0.00 | 21 | 0.00 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | JDH Wealth Management, LLC | 144,375 | 4.37 | 3,874 | 6.64 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 18,269 | 53.30 | 490 | 57.05 | ||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 1,038 | -9.90 | 28 | -10.00 | ||||
| 2025-08-14 | 13F | Fmr Llc | 1,141 | -51.49 | 31 | -50.82 | ||||
| 2025-07-29 | 13F | Grunden Financial Advisory, Inc. | 10,431 | 10.83 | 280 | 12.96 | ||||
| 2025-08-08 | 13F | KM Capital Management Ltd. | 39,683 | 33.51 | 1,065 | 36.41 | ||||
| 2025-07-22 | 13F | Yardley Wealth Management LLC | 96,964 | 0.02 | 3 | 0.00 | ||||
| 2025-07-22 | 13F | Visionary Horizons, LLC | 39,391 | 6.91 | 1,057 | 9.20 | ||||
| 2025-07-15 | 13F | SJS Investment Consulting Inc. | 236,145 | 17.44 | 6,336 | 19.98 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 31,833 | -4.65 | 854 | -2.51 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 35,846 | 9.95 | 962 | 12.27 | ||||
| 2025-07-16 | 13F | Vestia Personal Wealth Advisors | 61,811 | 17.38 | 1,658 | 19.97 | ||||
| 2025-05-09 | 13F | Pnc Financial Services Group, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 37,015 | 5.20 | 993 | 7.58 | ||||
| 2025-07-16 | 13F | Leading Edge Financial Planning LLC | 14,662 | 3.77 | 393 | 5.93 | ||||
| 2025-07-28 | 13F | Morris Financial Concepts, Inc. | 55,836 | 11.98 | 1,498 | 14.44 | ||||
| 2025-08-13 | 13F | Parkworth Wealth Management, Inc. | 31,135 | 8.28 | 835 | 10.60 | ||||
| 2025-07-22 | 13F | HFM Investment Advisors, LLC | 160,435 | 4.88 | 4,304 | 7.17 | ||||
| 2025-07-14 | 13F | Abacus Wealth Partners, LLC | 24,037 | -19.49 | 645 | -17.75 | ||||
| 2025-07-17 | 13F | Summit Financial Strategies, Inc. | 831,157 | 2.87 | 22,300 | 5.10 | ||||
| 2025-07-17 | 13F | Sage Rhino Capital Llc | 80,118 | 9.25 | 2,150 | 11.64 | ||||
| 2025-08-13 | 13F | American Investment Services, Inc. | 251,640 | 2.73 | 6,751 | 4.96 | ||||
| 2025-04-14 | 13F | Greenspring Advisors, LLC | 29,911 | 0.00 | 785 | 2.88 | ||||
| 2025-07-25 | 13F | Ruedi Wealth Management, Inc. | 133,536 | 5.85 | 3,583 | 8.15 | ||||
| 2025-08-01 | 13F | Austin Private Wealth, LLC | 16,033 | 31.88 | 430 | 34.80 | ||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 352,445 | 5.73 | 9,456 | 8.03 | ||||
| 2025-07-03 | 13F | Trust Co of the South | 93,968 | 25.00 | 2,521 | 27.71 | ||||
| 2025-07-28 | 13F | Delap Wealth Advisory, Llc | 19,745 | 3.08 | 530 | 5.17 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 107,409 | -6.48 | 2,882 | -4.44 | ||||
| 2025-07-17 | 13F | Willow Creek Wealth Management Inc. | 560,736 | 11.97 | 15,045 | 14.39 | ||||
| 2025-07-29 | 13F | Wealthstream Advisors, Inc. | 19,446 | -16.04 | 522 | -14.31 | ||||
| 2025-07-22 | 13F | Bay Harbor Wealth Management, LLC | 28,336 | 5.40 | 760 | 7.80 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 62,339 | -21.23 | 1,673 | -19.54 | ||||
| 2025-07-24 | 13F | Vantage Point Financial LLC | 39,548 | 5.84 | 1,061 | 8.15 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 10,439 | 0.00 | 280 | 2.19 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 2,182 | 3,867.27 | 59 | 5,700.00 | ||||
| 2025-07-31 | 13F | LJI Wealth Management, LLC | 26,408 | 2.25 | 709 | 4.42 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 20,990 | -21.16 | 563 | -19.46 | ||||
| 2025-07-17 | 13F | Elser Financial Planning, Inc | 426,112 | 11,360 | ||||||
| 2025-08-12 | 13F | BWM Planning, LLC | 35,119 | 29.65 | 942 | 32.49 | ||||
| 2025-07-10 | 13F | Waypoint Wealth Partners Inc. | 133,930 | -1.57 | 3,593 | 0.56 | ||||
| 2025-08-25 | 13F/A | Promus Capital, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-22 | 13F | Silvia Mccoll Wealth Management, Llc | 60,147 | -4.76 | 1,614 | -2.71 | ||||
| 2025-08-07 | 13F | Tilson Financial Group, Inc. | 206,840 | -1.42 | 6 | 0.00 | ||||
| 2025-07-14 | 13F | Ridgewood Investments LLC | 138 | 4 | ||||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 23,271 | -0.31 | 624 | 1.96 | ||||
| 2025-08-13 | 13F | Vermillion & White Wealth Management Group, LLC | 23 | 0.00 | 1 | |||||
| 2025-08-14 | 13F | Betterment LLC | 112,861 | 23.09 | 3 | 50.00 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 5,310 | 1.14 | 142 | 3.65 | ||||
| 2025-07-17 | 13F | DiNuzzo Private Wealth, Inc. | 1,648,809 | 1.80 | 44,238 | 4.00 | ||||
| 2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 11,859 | -21.25 | 318 | -19.49 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 42,430 | 5.54 | 1,138 | 7.87 | ||||
| 2025-07-11 | 13F | Great Waters Wealth Management | 664,599 | 1.19 | 17,831 | 3.39 | ||||
| 2025-07-18 | 13F | Bridge Generations Wealth Management Llc | 373,911 | -2.60 | 10,032 | -0.48 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 8,997 | 8.58 | 241 | 14.22 | ||||
| 2025-07-30 | 13F | Forum Financial Management, LP | 14,517,559 | 2.03 | 389,506 | 4.24 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 276,388 | -2.66 | 7,415 | -0.55 | ||||
| 2025-07-29 | 13F | Master's Wealth Management Inc. | 271,915 | 5.64 | 7,295 | 7.93 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 1,057 | 42.45 | 29 | 47.37 | ||||
| 2025-08-05 | 13F | Clarity Wealth Development LLC | 139,106 | 1.75 | 3,732 | 3.84 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 815 | -26.44 | 22 | -27.59 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 203 | 0.50 | 5 | 0.00 | ||||
| 2025-07-16 | 13F | Five Oceans Advisors | 11,149 | 7.19 | 299 | 9.52 | ||||
| 2025-07-21 | 13F | Keb Asset Management, Llc | 56,749 | 25.24 | 1,523 | 28.01 | ||||
| 2025-08-12 | 13F | Cooper/haims Advisors, Llc | 127,560 | 3.28 | 3,422 | 5.52 | ||||
| 2025-07-07 | 13F | New Capital Management LP | 174,110 | -16.57 | 4,671 | -14.76 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Poinciana Advisors Group, Llc | 60,264 | 9.61 | 1,617 | 11.99 | ||||
| 2025-08-11 | 13F | Copperleaf Capital, LLC | 10,768 | 10.29 | 289 | 12.50 | ||||
| 2025-08-12 | 13F | Hill Investment Group Partners, LLC | 89,663 | 50.06 | 2,406 | 53.28 | ||||
| 2025-08-08 | 13F | Creative Planning | 53,264 | 2.70 | 1,429 | 5.00 | ||||
| 2025-08-12 | 13F | JMG Financial Group, Ltd. | 4,996,700 | 4.18 | 134,061 | 6.44 | ||||
| 2025-08-06 | 13F | Longview Financial Advisors LLC | 89,682 | 1.75 | 2,406 | 3.98 | ||||
| 2025-07-09 | 13F | Seaside Wealth Management, Inc. | 25,366 | -5.06 | 681 | -3.00 | ||||
| 2025-07-28 | 13F | IFG Advisors, LLC | 8,104 | 1.27 | 217 | 3.33 | ||||
| 2025-05-12 | 13F | True North Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Morgan Stanley | 6,252 | -6.62 | 168 | -4.57 | ||||
| 2025-07-31 | 13F | Planning Center, Inc. | 522,403 | 2.56 | 14,016 | 4.79 | ||||
| 2025-08-14 | 13F | Sterling Wealth Management, Inc. | 78,838 | -15.89 | 2,115 | -11.62 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 2,463,983 | 0.68 | 66,109 | 2.86 | ||||
| 2025-07-15 | 13F | Level Financial Advisors, Inc. | 426,776 | 3.68 | 11,450 | 5.93 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 10,509 | 0 | ||||||
| 2025-08-07 | 13F | Timonier Family Office, LTD. | 56,157 | -3.71 | 1,507 | -1.63 | ||||
| 2025-07-11 | 13F | Quantum Financial Advisors, LLC | 683,332 | -7.65 | 18,334 | -5.65 | ||||
| 2025-08-05 | 13F | Hutchens & Kramer Investment Management Group, LLC | 25,714 | -2.62 | 694 | 0.14 | ||||
| 2025-07-16 | 13F | Moisand Fitzgerald Tamayo, LLC | 834 | 0.00 | 22 | 4.76 | ||||
| 2025-08-14 | 13F | Investmark Advisory Group LLC | 11,559 | -14.71 | 310 | -12.68 | ||||
| 2025-07-18 | 13F | Meritas Wealth Management, LLC | 61,287 | 0.91 | 1,644 | 3.14 | ||||
| 2025-08-06 | 13F | New Dimensions Wealth Management, LLC | 174,207 | 3.45 | 4,736 | 7.08 | ||||
| 2025-07-10 | 13F | Cypress Point Wealth Management, LLC | 112,836 | 0.22 | 3,027 | 2.40 | ||||
| 2025-07-31 | 13F | AlTi Global, Inc. | 179,651 | 4,820 | ||||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 25,220 | 1 | ||||||
| 2025-07-24 | 13F | VanderPol Investments L.L.C. | 9,891 | 4.91 | 265 | 7.29 |
