Mga Batayang Estadistika
| Pemilik Institusional | 488 total, 488 long only, 0 short only, 0 long/short - change of 8.93% MRQ |
| Alokasi Portofolio Rata-rata | 2.4082 % - change of -2.85% MRQ |
| Saham Institusional (Jangka Panjang) | 289,759,991 (ex 13D/G) - change of 16.28MM shares 5.95% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 8,532,260 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
Dimensional ETF Trust - Dimensional International Core Equity 2 ETF (US:DFIC) memiliki 488 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 289,759,991 saham. Pemegang saham terbesar meliputi Mercer Global Advisors Inc /adv, Envestnet Asset Management Inc, Forum Financial Management, LP, Evensky & Katz LLC, HighTower Advisors, LLC, RW Investment Management LLC, DFAW - Dimensional World Equity ETF, JMG Financial Group, Ltd., Summit Financial Strategies, Inc., and Apella Capital, LLC .
Struktur kepemilikan institusional Dimensional ETF Trust - Dimensional International Core Equity 2 ETF (BATS:DFIC) 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 8, 2025 is 32.68 / share. Previously, on September 9, 2024, the share price was 27.16 / share. This represents an increase of 20.31% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-30 | 13F | Citizens & Northern Corp | 17,326 | 0.00 | 539 | 11.85 | ||||
| 2025-07-28 | 13F | RCS Financial Planning, LLC | 343,715 | -13.67 | 10,686 | -3.35 | ||||
| 2025-08-08 | 13F | Your Advocates Ltd., LLP | 1,237,297 | -2.93 | 38,468 | 8.68 | ||||
| 2025-08-07 | 13F | Evoke Wealth, Llc | 31,643 | 984 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 509,585 | 12.50 | 15,843 | 25.95 | ||||
| 2025-08-05 | 13F | Integrity Financial Corp /WA | 158 | 0.00 | 5 | 0.00 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 38,914 | 212.26 | 1,210 | 249.42 | ||||
| 2025-07-29 | 13F | AssuredPartners Investment Advisors, LLC | 108,720 | 2.63 | 3,380 | 14.93 | ||||
| 2025-07-09 | 13F | HFG Wealth Management, LLC | 27,204 | 15.61 | 755 | 24.18 | ||||
| 2025-08-14 | 13F | Essential Planning, LLC. | 51,718 | 39.53 | 1,608 | 56.17 | ||||
| 2025-07-29 | 13F | Private Wealth Management Group, LLC | 598,627 | -1.28 | 18,611 | 10.52 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 19,065 | -8.46 | 593 | 2.42 | ||||
| 2025-07-25 | 13F | Investment Advisory Group, LLC | 24,739 | 109.05 | 769 | 134.45 | ||||
| 2025-07-09 | 13F | Shore Point Advisors, LLC | 7,354 | 229 | ||||||
| 2025-07-31 | 13F | Brighton Jones Llc | 1,883,911 | 3.36 | 58,571 | 15.72 | ||||
| 2025-07-31 | 13F | Catalyst Capital Advisors LLC | 1,639,165 | -5.86 | 50,962 | 5.40 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 34,888 | -98.41 | 1,085 | -98.22 | ||||
| 2025-07-07 | 13F | Discipline Wealth Solutions, LLC | 8,077 | 251 | ||||||
| 2025-07-25 | 13F | Tranquility Partners, LLC | 13,346 | 2.60 | 415 | 14.68 | ||||
| 2025-07-31 | 13F | Topsail Wealth Management, LLC | 1,155 | 0.00 | 36 | 9.38 | ||||
| 2025-08-05 | 13F | Hills Bank & Trust Co | 180,031 | 246.66 | 5,597 | 288.14 | ||||
| 2025-08-08 | 13F | Capstone Financial Advisors, Inc. | 20,750 | 0.00 | 645 | 11.98 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 16,800 | 12.00 | 522 | 25.48 | ||||
| 2025-07-21 | 13F | Sageworth Trust Co | 822,360 | 6.88 | 25,567 | 19.66 | ||||
| 2025-07-22 | 13F | Awm Capital, Llc | 3,597,630 | 21.23 | 111,850 | 35.72 | ||||
| 2025-07-23 | 13F | Quarry Hill Advisors, Llc | 386,586 | 5.03 | 12,019 | 17.58 | ||||
| 2025-08-06 | 13F | Hoxton Planning & Management, LLC | 29,009 | -0.34 | 902 | 11.51 | ||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 8,035 | 81.17 | 250 | 102.44 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 17,431 | 542 | ||||||
| 2025-08-07 | 13F | Nwam Llc | 36,040 | -0.18 | 1,120 | 11.78 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 595,232 | -6.29 | 18,506 | 4.91 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 140,485 | 3.53 | 4,368 | 15.90 | ||||
| 2025-07-09 | 13F | Market Street Wealth Management Advisors Llc | 860,311 | -0.74 | 26,747 | 11.13 | ||||
| 2025-08-14 | 13F | Envision Financial Planning, LLC | 60,128 | 94.02 | 1,869 | 117.33 | ||||
| 2025-07-29 | 13F | Lutz Financial Services LLC | 739,772 | -0.24 | 23,000 | 11.68 | ||||
| 2025-07-15 | 13F | Great Oak Capital Partners, Llc | 14,378 | -13.48 | 447 | 5.19 | ||||
| 2025-07-25 | 13F | Lion Street Advisors, LLC | 11,533 | 7.82 | 359 | 20.54 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 2,263,046 | 9.60 | 70 | 22.81 | ||||
| 2025-07-17 | 13F | Porter White Investment Advisors, Inc. | 164,687 | -8.20 | 5,120 | 2.77 | ||||
| 2025-07-09 | 13F | Hiley Hunt Wealth Management | 424,859 | 2.26 | 13,111 | 13.44 | ||||
| 2025-07-17 | 13F | Archford Capital Strategies, LLC | 131,323 | 25.05 | 4,083 | 39.99 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 7,524 | 0.00 | 234 | 12.02 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 42,593 | 18.31 | 1,324 | 32.53 | ||||
| 2025-07-14 | 13F | Financial Harvest, LLC | 326,840 | 10,161 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 773,094 | 256.88 | 24,035 | 299.58 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 5,087,106 | -1.63 | 158,158 | 10.13 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 23,837 | -5.01 | 741 | 6.47 | ||||
| 2025-07-11 | 13F | Diversified Trust Co | 59,387 | 1,846 | ||||||
| 2025-07-29 | 13F | Fundamentun, Llc | 123,966 | 3,854 | ||||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 728,414 | -0.87 | 22,646 | 10.98 | ||||
| 2025-08-12 | 13F | Rather & Kittrell, Inc. | 1,995,029 | 2.38 | 62,025 | 14.62 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 80,297 | 7.39 | 2,496 | 20.23 | ||||
| 2025-08-15 | 13F | North Ridge Wealth Advisors, Inc. | 281,561 | -6.78 | 8,754 | 4.36 | ||||
| 2025-08-14 | 13F | Monograph Wealth Advisors, Llc | 65,263 | 21.40 | 2,029 | 35.99 | ||||
| 2025-07-16 | 13F | Kerntke Otto McGlone Wealth Management Group | 33,732 | -38.52 | 1,049 | -31.19 | ||||
| 2025-07-17 | 13F | Symmetry Partners, LLC | 1,201,954 | 17.73 | 37,369 | 31.81 | ||||
| 2025-07-31 | 13F | Optimum Investment Advisors | 417 | 0.00 | 13 | 9.09 | ||||
| 2025-07-25 | 13F | Hemington Wealth Management | 30,655 | -0.11 | 1 | |||||
| 2025-07-29 | 13F | Schubert & Co | 86,001 | -6.95 | 2,674 | 4.17 | ||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 781 | 0.00 | 24 | 14.29 | ||||
| 2025-07-10 | 13F | Hurlow Wealth Management Group, Inc. | 359,284 | 16.78 | 11,170 | 30.75 | ||||
| 2025-08-01 | 13F | Penobscot Wealth Management | 224,939 | 3.85 | 6,993 | 16.26 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 15,421 | 0.00 | 479 | 11.92 | ||||
| 2025-07-23 | 13F | REAP Financial Group, LLC | 1 | 0 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 1,138,155 | 0.96 | 35,385 | 13.03 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 365,684 | 2.50 | 11,369 | 14.76 | ||||
| 2025-08-01 | 13F | Red Lighthouse Investment Management, Llc | 16,311 | 0.98 | 507 | 17.36 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 62,280 | 1,271.50 | 1,936 | 1,436.51 | ||||
| 2025-04-14 | 13F | Greenspring Advisors, LLC | 720,999 | 15.78 | 20,022 | 24.40 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 30,280 | 12.46 | 941 | 25.80 | ||||
| 2025-07-21 | 13F | Monticello Wealth Management, Llc | 16,298 | 0.00 | 507 | 11.95 | ||||
| 2025-04-17 | 13F | Nbt Bank N A /ny | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Lakeridge Wealth Management LLC | 15,819 | -30.13 | 492 | -21.82 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 8,587 | -9.06 | 267 | 9.02 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 141,671 | 0.97 | 4,405 | 13.04 | ||||
| 2025-04-15 | 13F | Michael A. Dubis Financial Planning, LLC | 128,930 | 5.25 | 3,580 | 119,233.33 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 21,157 | 0.05 | 658 | 11.93 | ||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 2,382 | 0.00 | 74 | 12.12 | ||||
| 2025-07-08 | 13F | Peirce Capital Management, LLC | 90,522 | 1.20 | 2,814 | 13.29 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 211,385 | 194.03 | 6,572 | 229.21 | ||||
| 2025-07-29 | 13F | Millburn Ridgefield Corp | 1,639,165 | -5.86 | 50,962 | 5.40 | ||||
| 2025-07-09 | 13F | Christopher J. Hasenberg, Inc | 7,971 | 248 | ||||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 296,971 | -2.48 | 9,233 | 9.18 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 303,182 | 43.74 | 9,426 | 60.92 | ||||
| 2025-08-13 | 13F | United Wealth Management, LLC | 950,789 | -0.64 | 29,560 | 11.24 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 1,039,916 | -27.25 | 32,331 | -18.56 | ||||
| 2025-07-11 | 13F | Rockwood Wealth Management, LLC | 1,909,093 | 33.49 | 59,354 | 49.45 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 33,527 | -1.78 | 1,042 | 10.03 | ||||
| 2025-08-14 | 13F | RBF Capital, LLC | 130,000 | -13.33 | 4,042 | -2.98 | ||||
| 2025-07-16 | 13F | Strategic Investment Solutions, Inc. /IL | 37,866 | 1,177 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 260,009 | 47.25 | 8,084 | 64.86 | ||||
| 2025-08-14 | 13F | Comerica Bank | 615 | -6.25 | 19 | 5.56 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 778 | -71.40 | 24 | -68.00 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 7,218 | -3.62 | 224 | 8.21 | ||||
| 2025-07-15 | 13F | Kraft Asset Management, Llc | 13,504 | -17.35 | 420 | -7.51 | ||||
| 2025-08-11 | 13F | Mosaic Family Wealth Partners, Llc | 607,508 | -1.50 | 18,887 | 10.28 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 3,646,621 | 12.04 | 112,535 | 29.83 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 1,088 | 1.40 | 34 | 13.79 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 529,286 | 6.04 | 16,916 | 15.98 | ||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 68,075 | 8.66 | 2,116 | 21.68 | ||||
| 2025-07-24 | 13F | Drucker Wealth 3.0, LLC | 48,587 | 109.84 | 1,522 | 136.55 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 83,577 | 55.31 | 2,598 | 73.90 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 1,664 | 52 | ||||||
| 2025-07-16 | 13F | Signaturefd, Llc | 4,824 | -19.91 | 150 | -10.78 | ||||
| 2025-07-11 | 13F | Annex Advisory Services, LLC | 2,277,634 | 70,812 | ||||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 342,743 | -14.45 | 10,656 | -4.22 | ||||
| 2025-08-11 | 13F | Foundation Wealth Management, LLC\PA | 142,481 | -8.72 | 4,430 | 2.19 | ||||
| 2025-08-21 | 13F | Aveo Capital Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 3,009,673 | -8.94 | 93,570 | 1.68 | ||||
| 2025-07-28 | 13F | Strategent Financial, LLC | 96,267 | 10.62 | 2,993 | 23.84 | ||||
| 2025-08-14 | 13F | C M Bidwell & Associates Ltd | 21,172 | 0.00 | 658 | 12.10 | ||||
| 2025-07-29 | 13F | Werba Rubin Papier Wealth Management | 41,753 | 17.23 | 1,298 | 31.24 | ||||
| 2025-08-12 | 13F | Passive Capital Management, LLC. | 512,608 | 4.71 | 15,922 | 17.12 | ||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 67,642 | -2.53 | 1,878 | 4.74 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 494,265 | 86.03 | 15,367 | 108.27 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 28,922 | 3.69 | 899 | 16.15 | ||||
| 2025-07-31 | 13F | BIP Wealth, LLC | 51,005 | 0.04 | 1,586 | 12.01 | ||||
| 2025-07-02 | 13F | Helen Stephens Group, LLC | 1,306,945 | 2.22 | 40,633 | 14.44 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 26,269 | 817 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 192,598 | -18.51 | 6 | -16.67 | ||||
| 2025-08-11 | 13F | von Borstel & Associates, Inc. | 1,326,811 | -2.28 | 41 | 10.81 | ||||
| 2025-07-18 | 13F | GEN Financial Management, INC. | 54,808 | -8.70 | 1,704 | 2.16 | ||||
| 2025-05-07 | 13F | WMS Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 48 | 0.00 | 1 | 0.00 | ||||
| 2025-07-23 | 13F | HTG Investment Advisors, Inc. | 690,718 | 2.45 | 21,474 | 14.69 | ||||
| 2025-08-12 | 13F | Burk Holdings LLC | 561,699 | 7.84 | 17,463 | 20.73 | ||||
| 2025-07-16 | 13F | Squire Investment Management Company, LLC | 73,651 | 10.28 | 2,290 | 23.46 | ||||
| 2025-07-23 | 13F | Austin Asset Management Co Inc | 431,223 | -3.62 | 13,407 | 7.90 | ||||
| 2025-07-17 | 13F | Avondale Wealth Management | 2,000 | 0.00 | 62 | 12.73 | ||||
| 2025-08-01 | 13F | SwitchPoint Financial Planning, LLC | 641,665 | 1.49 | 19,949 | 13.62 | ||||
| 2025-08-06 | 13F | Entrewealth, Llc | 86,748 | -41.72 | 2,697 | -34.77 | ||||
| 2025-07-23 | 13F | Allegiance Financial Group Advisory Services LLC | 22,809 | 0.00 | 709 | 12.01 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 4,305 | 8.22 | 134 | 20.91 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 10,286 | 320 | ||||||
| 2025-05-13 | 13F | Brooklyn FI, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-17 | 13F | Sterling Wealth Advisors Inc | 326,151 | 0.10 | 10,137 | 12.02 | ||||
| 2025-07-28 | 13F | Wealthspan Partners, Llc | 36,387 | 13.44 | 1,131 | 27.08 | ||||
| 2025-07-21 | 13F | Life Planning Partners, Inc | 11,374 | 6.02 | 354 | 18.86 | ||||
| 2025-06-26 | NP | DFAW - Dimensional World Equity ETF | 4,569,131 | 14.59 | 131,911 | 23.46 | ||||
| 2025-07-18 | 13F | Client 1st Advisory Group, Llc | 459,313 | -8.03 | 14,280 | 2.96 | ||||
| 2025-07-18 | 13F | PBMares Wealth Management LLC | 81,745 | 0.01 | 2,541 | 11.99 | ||||
| 2025-07-15 | 13F | Vestment Financial LLC | 490,932 | 3.13 | 15,276 | 15.20 | ||||
| 2025-07-21 | 13F | Qrg Capital Management, Inc. | 11,218 | 349 | ||||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 2,546,499 | 1.65 | 79,171 | 13.80 | ||||
| 2025-08-05 | 13F | WorthPointe, LLC | 69,076 | 21.85 | 2,148 | 36.40 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 2,459,314 | 107.82 | 76,460 | 132.67 | ||||
| 2025-07-23 | 13F | First Financial Group Corp | 10,534 | 0.87 | 328 | 12.76 | ||||
| 2025-08-11 | 13F | WPWealth LLP | 2,442,369 | -0.61 | 75,933 | 11.27 | ||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 2,361 | 0.00 | 73 | 12.31 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 383,759 | 179.81 | 11,931 | 213.31 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 745,432 | -6.16 | 23,175 | 5.05 | ||||
| 2025-07-14 | 13F | Abacus Planning Group, Inc. | 1,536,792 | 47,779 | ||||||
| 2025-07-18 | 13F | BCO Wealth Management LLC | 475,895 | 3.80 | 14,796 | 16.21 | ||||
| 2025-07-16 | 13F | Vestia Personal Wealth Advisors | 390,037 | -10.16 | 12,125 | 0.54 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 12,933 | 22.63 | 402 | 37.67 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 103,284 | -1.18 | 3,223 | 11.06 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 17,315 | 538 | ||||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 50,617 | 7.09 | 1,574 | 19.89 | ||||
| 2025-08-06 | 13F | SNS Financial Group, LLC | 48,964 | 21.58 | 1,522 | 36.14 | ||||
| 2025-07-28 | 13F | Disciplined Equity Management, Inc. | 18,610 | 0.00 | 579 | 12.02 | ||||
| 2025-07-28 | 13F | Delap Wealth Advisory, Llc | 59,449 | 361.02 | 1,848 | 416.20 | ||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 390 | 0.00 | 12 | 20.00 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 1 | 0 | ||||||
| 2025-07-15 | 13F | Hartmann Taylor Wealth Management, LLC | 10,857 | 13.60 | 338 | 27.17 | ||||
| 2025-08-01 | 13F | JDH Wealth Management, LLC | 188,850 | 7.09 | 5,871 | 19.89 | ||||
| 2025-08-01 | 13F | Cobblestone Capital Advisors Llc /ny/ | 17,150 | 0.00 | 533 | 11.97 | ||||
| 2025-07-09 | 13F | GEM Asset Management, LLC | 71,267 | 30.68 | 2,199 | 44.96 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 1,092,539 | -16.96 | 33,967 | -7.03 | ||||
| 2025-07-29 | 13F | Straight Path Wealth Management | 877,424 | 7.35 | 27,279 | 20.19 | ||||
| 2025-07-22 | 13F | Visionary Horizons, LLC | 11,630 | -4.24 | 362 | 7.12 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | HMV Wealth Advisors, LLC | 7,725 | -32.80 | 240 | -24.76 | ||||
| 2025-08-06 | 13F | Cannon Financial Strategists, Inc. | 3,379,082 | -0.03 | 105,056 | 11.92 | ||||
| 2025-07-15 | 13F | SJS Investment Consulting Inc. | 1,768,436 | -0.42 | 54,981 | 11.48 | ||||
| 2025-07-23 | 13F | Tcfg Wealth Management, Llc | 30,021 | 1.69 | 933 | 13.92 | ||||
| 2025-07-25 | 13F | Acorn Creek Capital Llc | 800,475 | 36.35 | 24,887 | 52.65 | ||||
| 2025-08-11 | 13F | Rockbridge Investment Management, LCC | 2,081,593 | 2.61 | 64,717 | 14.88 | ||||
| 2025-07-22 | 13F | HFM Investment Advisors, LLC | 873 | 2.83 | 27 | 17.39 | ||||
| 2025-07-21 | 13F | Triad Wealth Partners, LLC | 42,327 | 98.08 | 1,316 | 121.75 | ||||
| 2025-08-05 | 13F | Sensible Money, LLC | 490,761 | 13.96 | 15,258 | 27.58 | ||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 1,022,873 | 15.10 | 31,801 | 28.86 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 53,649 | -59.81 | 1,668 | -55.02 | ||||
| 2025-08-13 | 13F | Parkworth Wealth Management, Inc. | 224,264 | 3.44 | 6,972 | 15.81 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 9,053 | 0.00 | 281 | 11.95 | ||||
| 2025-07-22 | 13F | Team Financial Group, LLC | 868 | 27 | ||||||
| 2025-08-13 | 13F | American Investment Services, Inc. | 347,598 | -19.52 | 10,807 | -9.90 | ||||
| 2025-08-01 | 13F | SYM FINANCIAL Corp | 17,631 | 26.00 | 548 | 41.24 | ||||
| 2025-07-17 | 13F | Summit Financial Strategies, Inc. | 3,842,841 | -1.14 | 119,474 | 10.68 | ||||
| 2025-08-04 | 13F | Syverson Strege & Co | 2,227,118 | 9.19 | 69,241 | 22.25 | ||||
| 2025-08-12 | 13F | Long Island Wealth Management, Inc. | 6,730 | 209 | ||||||
| 2025-07-03 | 13F | Trust Co of the South | 988,968 | 26.98 | 30,747 | 42.16 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 29,171 | 9.50 | 907 | 22.60 | ||||
| 2025-07-15 | 13F | Fortitude Family Office, LLC | 733 | 23 | ||||||
| 2025-07-21 | 13F | Sageworth Trust Co of South Dakota | 121,045 | 4.99 | 3,763 | 17.56 | ||||
| 2025-08-06 | 13F | New Dimensions Wealth Management, LLC | 671,011 | 0.61 | 20,720 | 11.88 | ||||
| 2025-08-14 | 13F | Investmark Advisory Group LLC | 8,621 | -59.54 | 268 | -54.65 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 33,607 | 93.99 | 1,045 | 133.56 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 9,215 | 286 | ||||||
| 2025-07-31 | 13F | LJI Wealth Management, LLC | 9,598 | 0.06 | 298 | 12.03 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 16,358 | 0.00 | 509 | 11.89 | ||||
| 2025-08-11 | 13F | TAGStone Capital, Inc. | 22,128 | 43.51 | 703 | |||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 34,553 | 2.81 | 1,074 | 15.11 | ||||
| 2025-07-18 | 13F | Fmb Wealth Management | 202,707 | 51.25 | 6,302 | 69.36 | ||||
| 2025-07-11 | 13F | Kaufman Rossin Wealth, LLC | 7,462 | 0.00 | 232 | 11.59 | ||||
| 2025-08-14 | 13F | Betterment LLC | 1,452,939 | 0.51 | 45 | 12.50 | ||||
| 2025-08-13 | 13F | Vermillion & White Wealth Management Group, LLC | 460 | 0.00 | 14 | 16.67 | ||||
| 2025-07-22 | 13F | USAdvisors Wealth Management, LLC | 44,473 | -0.62 | 1 | 0.00 | ||||
| 2025-07-30 | 13F | EnRich Financial Partners LLC | 1,005,593 | 24.13 | 31,264 | 38.97 | ||||
| 2025-08-07 | 13F | Timonier Family Office, LTD. | 359,040 | 12.12 | 11,163 | 25.53 | ||||
| 2025-07-17 | 13F | DiNuzzo Private Wealth, Inc. | 1,507,495 | -1.04 | 46,868 | 10.79 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Grunden Financial Advisory, Inc. | 94,831 | -2.73 | 2,948 | 8.90 | ||||
| 2025-08-06 | 13F | True Wealth Design, LLC | 1,070,046 | -8.79 | 33,268 | 2.11 | ||||
| 2025-07-17 | 13F | Elser Financial Planning, Inc | 2,072,975 | 63,765 | ||||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 6,531 | 41.21 | 203 | 55.38 | ||||
| 2025-07-16 | 13F | Plancorp, LLC | 1,620,101 | 255.71 | 50,369 | 298.23 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 1,101 | -76.39 | 34 | -73.64 | ||||
| 2025-07-16 | 13F | Kooman & Associates | 1,536,792 | -1.65 | 47,779 | 10.11 | ||||
| 2025-08-06 | 13F | Financial Alternatives, Inc | 65,888 | -0.60 | 2,048 | 11.30 | ||||
| 2025-07-30 | 13F | Studio Investment Management Llc | 580,277 | -1.73 | 18,041 | 10.01 | ||||
| 2025-05-09 | 13F | Conquis Financial Llc | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Keb Asset Management, Llc | 178,122 | 3.66 | 5,538 | 16.06 | ||||
| 2025-07-17 | 13F | Global Trust Asset Management, LLC | 2,500 | 0.00 | 78 | 11.59 | ||||
| 2025-07-24 | 13F | rebel Financial LLC | 22,057 | 686 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 43,261 | -60.67 | 1,345 | -55.99 | ||||
| 2025-07-24 | 13F | Edge Financial Advisors LLC | 31,419 | 977 | ||||||
| 2025-08-05 | 13F | American Capital Advisory, LLC | 309,456 | 2.26 | 9,621 | 14.48 | ||||
| 2025-08-08 | 13F | Glassman Wealth Services | 19,493 | 22.22 | 606 | 37.10 | ||||
| 2025-05-15 | 13F | Gts Securities Llc | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Longview Financial Advisors LLC | 150,506 | -6.13 | 4,679 | 5.10 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 26,977 | -30.28 | 839 | -21.97 | ||||
| 2025-08-14 | 13F | Family Office Research LLC | 153,886 | -4.11 | 4,784 | 7.36 | ||||
| 2025-08-12 | 13F | Hill Investment Group Partners, LLC | 2,047,490 | -6.71 | 63,656 | 4.44 | ||||
| 2025-07-29 | 13F | Wingate Wealth Advisors, Inc. | 12,163 | 1.37 | 378 | 13.51 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 31,737,070 | 2.72 | 986,706 | 15.00 | ||||
| 2025-07-23 | 13F | Elevate Wealth Advisory, Inc | 4,960 | 34.82 | 154 | 50.98 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 313,981 | 25.43 | 10 | 50.00 | ||||
| 2025-07-22 | 13F | Evensky & Katz LLC | 6,146,161 | -2.74 | 191 | 9.14 | ||||
| 2025-08-08 | 13F | Altiora Financial Group, LLC | 55,518 | 1.70 | 1,726 | 13.93 | ||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 30,365 | -1.41 | 944 | 10.41 | ||||
| 2025-08-11 | 13F | Plum Street Advisors, LLC | 212,068 | 115.32 | 6,593 | 141.06 | ||||
| 2025-08-13 | 13F | RW Investment Management LLC | 4,707,212 | -0.76 | 146,347 | 11.11 | ||||
| 2025-07-11 | 13F | Pioneer Wealth Management Group | 14,618 | 0.00 | 454 | 12.10 | ||||
| 2025-08-05 | 13F | Hutchens & Kramer Investment Management Group, LLC | 360,380 | -1.79 | 11,193 | 9.84 | ||||
| 2025-08-14 | 13F | Eaton-Cambridge Inc. | 1,218,574 | 7.78 | 37,885 | 20.66 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 141,703 | 3.24 | 4,406 | 15.59 | ||||
| 2025-07-09 | 13F | Reyes Financial Architecture, Inc. | 6,076 | 0.00 | 189 | 11.90 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 499,841 | 32.39 | 15,539 | 48.20 | ||||
| 2025-04-15 | 13F | Fifth Third Bancorp | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-24 | 13F | VanderPol Investments L.L.C. | 6,706 | 208 | ||||||
| 2025-08-29 | NP | MBXAX - Catalyst/Millburn Hedge Strategy Fund Class A | 1,639,165 | -5.86 | 50,962 | 5.40 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 34,493 | 113.34 | 1,072 | 139.29 | ||||
| 2025-08-08 | 13F | Austin Wealth Management, LLC | 286,793 | -57.89 | 8,832 | -54.60 | ||||
| 2025-07-17 | 13F | Applied Capital LLC | 444,928 | -2.21 | 13,833 | 9.48 | ||||
| 2025-07-16 | 13F | Gradient Capital Advisors, LLC | 22,962 | 0.00 | 714 | 11.93 | ||||
| 2025-07-30 | 13F | Bleakley Financial Group, LLC | 44,254 | -6.83 | 1,376 | 4.25 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 302,884 | 2.12 | 9,417 | 14.12 | ||||
| 2025-08-01 | 13F | Transcend Wealth Collective, Llc | 15,307 | 6.14 | 476 | 18.75 | ||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 115,517 | -2.87 | 3,607 | 9.24 | ||||
| 2025-08-14 | 13F | Hancock Whitney Corp | 7,712 | 240 | ||||||
| 2025-08-18 | 13F/A | Kestra Investment Management, LLC | 2,523,479 | -46.65 | 78,455 | -40.28 | ||||
| 2025-07-22 | 13F | Confluence Wealth Services, Inc. | 15,651 | -4.35 | 487 | 5.42 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 596 | 1,195.65 | 19 | 1,700.00 | ||||
| 2025-07-08 | 13F | Henrickson Nauta Wealth Advisors, Inc. | 971,570 | 13.08 | 30,206 | 33.68 | ||||
| 2025-07-15 | 13F | EWG Elevate Inc. | 11,419 | -21.13 | 355 | -11.69 | ||||
| 2025-08-12 | 13F | Tableaux Llc | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 770,567 | 226.94 | 23,957 | 266.02 | ||||
| 2025-07-18 | 13F | BCU Wealth Advisors, LLC | 979,761 | 4.46 | 30,461 | 16.95 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 6,120 | 0.00 | 190 | 12.43 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 0 | -100.00 | 0 | ||||
| 2025-07-17 | 13F | Northwest Wealth Management, Llc | 101,176 | -1.63 | 3,146 | 10.12 | ||||
| 2025-07-17 | 13F | XY Planning Network, Inc. | 180,535 | 15.56 | 5,613 | 29.37 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 28,762,442 | 4.46 | 894,224 | 16.95 | ||||
| 2025-07-23 | 13F | Pillar Financial Advisors, LLC | 499,943 | 1.07 | 15,543 | 13.16 | ||||
| 2025-07-10 | 13F | Strathmore Capital Advisors, Inc. | 21,416 | -63.76 | 671 | -56.12 | ||||
| 2025-07-22 | 13F | Gemmer Asset Management LLC | 420,528 | 7.51 | 13,074 | 20.36 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-08 | 13F | Truepoint, Inc. | 2,129,335 | 6.33 | 66,201 | 19.04 | ||||
| 2025-08-05 | 13F | Bridgewater Advisors Inc. | 1,101,769 | -8.09 | 34,425 | -0.70 | ||||
| 2025-07-14 | 13F | Maryland Capital Advisors Inc. | 3,808 | -0.08 | 118 | 12.38 | ||||
| 2025-07-29 | 13F | Two West Capital Advisors LLC | 96,767 | 0.69 | 3,068 | 18.14 | ||||
| 2025-08-06 | 13F | Cloud Capital Management, LLC | 163,431 | 25.05 | 5 | 66.67 | ||||
| 2025-08-12 | 13F | Landing Point Financial Group, LLC | 32,851 | 23.31 | 1,021 | 38.16 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 185,715 | 4.34 | 5,774 | 16.82 | ||||
| 2025-07-17 | 13F | Mustard Seed Financial, LLC | 19,700 | -0.49 | 612 | 11.48 | ||||
| 2025-07-16 | 13F | Jentner Corp | 1,317,059 | 6.58 | 40,947 | 19.32 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 6,861 | 213 | ||||||
| 2025-08-12 | 13F | McGrath & Associates, Inc. | 42,935 | 9.81 | 1,335 | 22.95 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 4,050 | 10.41 | 0 | |||||
| 2025-08-07 | 13F | Cahill Financial Advisors Inc | 63,256 | 0.00 | 1,967 | 11.96 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 54,221 | 5.94 | 1,686 | 18.58 | ||||
| 2025-07-25 | 13F | Gordian Advisors LLC | 72,357 | -5.99 | 2,250 | 5.24 | ||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 13,561 | 0.00 | 422 | 11.97 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 2,869,211 | 3.52 | 89,204 | 15.89 | ||||
| 2025-07-22 | 13F | Firethorn Wealth Partners, Llc | 84,480 | -3.75 | 2,626 | 7.76 | ||||
| 2025-07-17 | 13F | Albion Financial Group /ut | 470 | 0.00 | 15 | 7.69 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 194,428 | 79.70 | 6,045 | 101.20 | ||||
| 2025-07-29 | 13F | Stordahl Capital Management, Inc. | 1,402,459 | -3.11 | 43,602 | 8.48 | ||||
| 2025-07-29 | 13F | Financial Symmetry Inc | 259,320 | 20.83 | 8,062 | 35.27 | ||||
| 2025-08-08 | 13F | SageOak Financial, LLC | 395,146 | 9.25 | 12,285 | 22.31 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Ark & Tlk Investments, Llc | 916,623 | -0.43 | 28,498 | 11.47 | ||||
| 2025-07-15 | 13F | Maseco Llp | 2,410,924 | 74,944 | ||||||
| 2025-07-16 | 13F | Tassel Capital Management, Inc. | 877,846 | 24.97 | 27,292 | 39.92 | ||||
| 2025-08-11 | 13F | Root Financial Partners, LLC | 14,865 | -75.17 | 462 | -72.20 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 1,052,640 | 15.83 | 32,727 | 29.68 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 10,758 | 54.19 | 334 | 73.06 | ||||
| 2025-07-21 | 13F | 25 Llc | 39,502 | 3.51 | 1,228 | 15.96 | ||||
| 2025-07-29 | 13F | Aire Advisors, Llc | 564,294 | 0.45 | 17,544 | 12.46 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 63,069 | 155.62 | 1,961 | 186.13 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 450 | 1.35 | 0 | |||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 230 | 7 | ||||||
| 2025-08-13 | 13F | B&D White Capital Company, LLC | 313,262 | 9,739 | ||||||
| 2025-07-15 | 13F | Signet Financial Management, Llc | 141,807 | -7.31 | 4,409 | 3.77 | ||||
| 2025-07-30 | 13F | Blume Capital Management, Inc. | 658,134 | 3.95 | 20,461 | 16.38 | ||||
| 2025-08-07 | 13F | Summit X, LLC | 42,365 | 2.85 | 1,317 | 15.22 | ||||
| 2025-07-16 | 13F | TCI Wealth Advisors, Inc. | 41,155 | 326.08 | 1,280 | 377.24 | ||||
| 2025-05-13 | 13F | Quadrature Capital Ltd | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | Citrine Capital LLC | 8,902 | 0.00 | 277 | 11.74 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 1,369,628 | 8.65 | 43 | 20.00 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 22,014 | 14.94 | 684 | 28.81 | ||||
| 2025-08-14 | 13F | Hurley Capital, LLC | 6,678 | 18.05 | 208 | 31.85 | ||||
| 2025-07-07 | 13F | Vishria Bird Financial Group, LLC | 23,853 | 742 | ||||||
| 2025-08-14 | 13F | Coyle Financial Counsel LLC | 172,785 | -5.61 | 5,372 | 5.67 | ||||
| 2025-05-14 | 13F | WCG Wealth Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | Aurelius Family Office LLC | 10,424 | -0.01 | 324 | 12.11 | ||||
| 2025-08-14 | 13F | Pine Harbor Wealth Management, LLC | 714,979 | 6.21 | 22,229 | 18.91 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 114,393 | 5.46 | 3,556 | 18.06 | ||||
| 2025-05-12 | 13F | Cahill Wealth Management, LLC | 84,577 | 0.91 | 2,349 | 8.40 | ||||
| 2025-07-17 | 13F | Oceanside Advisors LLC | 24,224 | 3.05 | 753 | 15.49 | ||||
| 2025-05-13 | 13F | Hartland & Co., LLC | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Astra Wealth Partners LLC | 40,572 | 22.12 | 1,261 | 36.77 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 630 | 0.00 | 20 | 11.76 | ||||
| 2025-08-07 | 13F/A | Tortoise Investment Management, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 6,146 | 87.21 | 191 | 109.89 | ||||
| 2025-07-17 | 13F | Claris Advisors, Llc / Mo / | 9,774 | 3.17 | 304 | 15.21 | ||||
| 2025-07-29 | 13F | FLC Capital Advisors | 9,547 | 297 | ||||||
| 2025-08-04 | 13F | Assetmark, Inc | 4,666 | 99.32 | 145 | 123.08 | ||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Millstone Evans Group, LLC | 31,139 | -61.29 | 968 | -56.67 | ||||
| 2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 14,275 | 39.19 | 444 | 55.99 | ||||
| 2025-08-12 | 13F | Watchman Group, Inc. | 428,949 | -0.17 | 13,336 | 11.77 | ||||
| 2025-08-11 | 13F | Shufro Rose & Co Llc | 19,070 | -0.31 | 530 | -0.38 | ||||
| 2025-08-01 | 13F | Fort Vancouver Investment Management, LLC | 297,312 | 12.15 | 9,243 | 25.57 | ||||
| 2025-08-04 | 13F | Live Oak Private Wealth LLC | 79,910 | 0.00 | 2,484 | 11.94 | ||||
| 2025-08-13 | 13F | Balance Wealth, LLC | 28,305 | 21.09 | 880 | 35.59 | ||||
| 2025-07-11 | 13F | Sprinkle Financial Consultants LLC | 121,293 | -9.49 | 3,771 | 1.34 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 2,711,601 | 5.93 | 84,304 | 18.59 | ||||
| 2025-08-05 | 13F | Burney Co/ | 821,859 | -0.02 | 25,552 | 11.93 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 12,332 | 383 | ||||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 12,047 | 375 | ||||||
| 2025-07-30 | 13F | Mills Wealth Advisors LLC | 442,552 | 14.06 | 13,759 | 27.70 | ||||
| 2025-07-23 | 13F | Abel Hall, LLC | 325,801 | -5.00 | 10,129 | 6.36 | ||||
| 2025-07-21 | 13F | Keystone Financial Group, Inc. | 1,220 | 1.33 | 38 | 5.71 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 545,840 | 15,306.15 | 16,970 | 17,216.33 | ||||
| 2025-05-12 | 13F | Hantz Financial Services, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Miramar Fiduciary Corp | 2,235,570 | -1.49 | 69,504 | 10.28 | ||||
| 2025-07-29 | 13F | Angeles Wealth Management, Llc | 10,393 | 0.00 | 323 | 12.15 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 1,912,479 | 0.87 | 59,459 | 12.93 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 265,688 | 17.57 | 7,378 | 26.34 | ||||
| 2025-08-07 | 13F | Efficient Advisors, LLC | 1,351,411 | -3.15 | 42,015 | 8.43 | ||||
| 2025-07-17 | 13F | LifeGuide Financial Advisors, LLC | 422,947 | 3.51 | 13,149 | 15.89 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 19,552 | 1.82 | 608 | 13.88 | ||||
| 2025-07-25 | 13F | Apollon Financial, LLC | 38,856 | 0.25 | 1,208 | 12.27 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 611,178 | -2.74 | 19,002 | 8.89 | ||||
| 2025-04-17 | 13F | Rs Crum Inc. | 1,151,931 | -1.50 | 31,989 | 5.84 | ||||
| 2025-07-16 | 13F | Signature Resources Capital Management, LLC | 329,865 | -1.37 | 10,256 | 10.42 | ||||
| 2025-07-15 | 13F | Capstone Capital Wealth Advisors | 1,057,582 | 0.30 | 32,880 | 12.29 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 1,296,288 | 8.87 | 40,302 | 21.87 | ||||
| 2025-08-13 | 13F | Vance Wealth, Inc. | 7,966 | 3.63 | 248 | 15.96 | ||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 162,972 | 0.22 | 5,067 | 12.20 | ||||
| 2025-07-22 | 13F | Sutton Place Investors Llc | 38,372 | -2.21 | 1,193 | 9.46 | ||||
| 2025-08-06 | 13F | Geometric Wealth Advisors | 33,948 | 0.00 | 1,055 | 12.00 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 76,182 | 41.73 | 2,368 | 58.71 | ||||
| 2025-07-16 | 13F | Tru Independence Asset Management 2, Llc | 96,418 | 20.10 | 2,998 | 34.45 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 21,796 | -13.95 | 678 | -3.70 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 129,374 | -2.08 | 4,008 | 8.24 | ||||
| 2025-08-14 | 13F | DecisionPoint Financial, LLC | 1,115,611 | 3.13 | 34,651 | 15.35 | ||||
| 2025-07-28 | 13F | Verisail Partners, LLC | 1,319,801 | 1.34 | 41,033 | 13.45 | ||||
| 2025-08-07 | 13F | Aegis Wealth Management LLC | 80,850 | 0.00 | 2,245 | 0.00 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 24,000 | 0.00 | 1 | |||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 5,936 | 15.46 | 185 | 29.58 | ||||
| 2025-08-08 | 13F | VeraBank, N.A. | 611,635 | 17.20 | 19,016 | 31.21 | ||||
| 2025-07-11 | 13F | Scratch Capital Llc | 399,976 | 18.99 | 12,435 | 33.22 | ||||
| 2025-08-07 | 13F | Alpha Financial Advisors, LLC | 1,009,639 | 6.72 | 31,390 | 19.48 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 84,519 | 3 | ||||||
| 2025-04-14 | 13F | Black Point Wealth Management | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 16,052 | -4.71 | 499 | 6.85 | ||||
| 2025-07-31 | 13F | Aspen Capital Management, LLC | 2,108,700 | -0.93 | 65,559 | 10.91 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 1,106 | 35.37 | 34 | 54.55 | ||||
| 2025-07-11 | 13F | Ridgeline Wealth, LLC | 320,145 | 2.03 | 9,953 | 14.23 | ||||
| 2025-08-06 | 13F | OneAscent Family Office, LLC | 30,621 | 0.00 | 1 | |||||
| 2025-08-14 | 13F | GWM Advisors LLC | 1,061,296 | -1.86 | 32,996 | 9.88 | ||||
| 2025-07-14 | 13F | Parkshore Wealth Management, Inc. | 41,516 | 1,291 | ||||||
| 2025-08-07 | 13F | Allworth Financial LP | 67,657 | -3.76 | 2,103 | 4.78 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 901,389 | 6.33 | 28,024 | 19.04 | ||||
| 2025-07-17 | 13F | SC&H Financial Advisors, Inc. | 883,048 | 3.04 | 27,454 | 15.36 | ||||
| 2025-08-07 | 13F | Prospect Financial Group LLC | 216,700 | 49.36 | 6,737 | 67.21 | ||||
| 2025-07-17 | 13F | Barry Investment Advisors, LLC | 25,198 | 1.24 | 783 | 13.31 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 12,439 | 687.28 | 387 | 865.00 | ||||
| 2025-07-11 | 13F | Physician Wealth Solutions Inc. | 332,877 | -4.34 | 10,349 | 7.10 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 1,906,091 | 13.98 | 59,260 | 27.61 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 31,231 | -6.39 | 971 | 4.75 | ||||
| 2025-08-05 | 13F | Avant Financial Advisors LLC | 107,608 | -0.70 | 3,346 | 11.17 | ||||
| 2025-08-14 | 13F | Vista Capital Partners, Inc. | 160,591 | 328.27 | 4,993 | 379.54 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 8,735 | 2.61 | 272 | 14.83 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 389,663 | 12.63 | 12,115 | 26.10 | ||||
| 2025-07-17 | 13F | Mattern Wealth Management LLC | 900,070 | 24.44 | 27,983 | 39.32 | ||||
| 2025-08-07 | 13F | Tillman Hartley LLC | 394,043 | -1.09 | 12,251 | 10.73 | ||||
| 2025-07-09 | 13F | Krilogy Financial LLC | 797,682 | -1.29 | 24,800 | 10.51 | ||||
| 2025-07-03 | 13F | Fiduciary Financial Group, Llc | 101,560 | 26.01 | 3,154 | 48.84 | ||||
| 2025-07-17 | 13F | Heritage Investment Group, Inc. | 447,313 | 0.30 | 13,907 | 12.29 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 7,531 | 234 | ||||||
| 2025-07-18 | 13F | Benchmark Wealth Management, LLC | 29,558 | 47.29 | 919 | 64.81 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 11,192 | -10.37 | 348 | 7.76 | ||||
| 2025-08-14 | 13F | UBS Group AG | 17,072 | 629.88 | 531 | 728.13 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 55,093 | 9.71 | 1,713 | 22.81 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 0 | -100.00 | 0 | ||||
| 2025-08-14 | 13F | Cardiff Park Advisors, Llc | 313,025 | 29.00 | 9,732 | 44.42 | ||||
| 2025-08-05 | 13F | Magnolia Capital Advisors Llc | 16,859 | 1.36 | 524 | 13.67 | ||||
| 2025-08-01 | 13F | Austin Private Wealth, LLC | 87,679 | 32.14 | 2,726 | 47.94 | ||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 16,508 | 1.37 | 513 | 13.50 | ||||
| 2025-07-22 | 13F | Noble Family Wealth, LLC | 11,400 | 354 | ||||||
| 2025-07-24 | 13F | Wealth Advisors Northwest LLC | 452,767 | -2.08 | 14,077 | 9.63 | ||||
| 2025-08-12 | 13F | Legacy Financial Group, Inc. | 81,687 | 28.09 | 2,540 | 43.45 | ||||
| 2025-07-18 | 13F | Parkwoods Wealth Partners, LLC | 59,821 | 62.36 | 1,860 | 81.72 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 409,720 | 7.41 | 12,738 | 20.26 | ||||
| 2025-07-14 | 13F | Kfg Wealth Management, Llc | 277,566 | 2.33 | 8,630 | 14.56 | ||||
| 2025-07-15 | 13F | Vannoy Advisory Group, Inc. | 640,694 | -2.28 | 19,919 | 9.40 | ||||
| 2025-08-14 | 13F | Fmr Llc | 2,869 | 0.17 | 89 | 12.66 | ||||
| 2025-05-02 | 13F | MB Generational Wealth, LLC | 13,774 | 50.39 | 383 | 61.86 | ||||
| 2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 87,517 | -0.40 | 3 | 0.00 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 15,153 | 10.18 | 471 | 23.62 | ||||
| 2025-08-12 | 13F | Tumwater Wealth Management, LLC | 9,348 | 0.00 | 291 | 11.97 | ||||
| 2025-07-16 | 13F | Leading Edge Financial Planning LLC | 1,664,622 | 3.56 | 51,753 | 15.94 | ||||
| 2025-07-10 | 13F | Fortress Wealth Management, Inc. | 7,552 | 0.69 | 235 | 12.50 | ||||
| 2025-07-10 | 13F | Waypoint Wealth Partners Inc. | 388,615 | -6.01 | 12,082 | 5.23 | ||||
| 2025-07-30 | 13F | Jackson Thornton Asset Management, Llc | 297,488 | -1.79 | 9,249 | 9.76 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 1,119 | -49.84 | 35 | -44.26 | ||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 750,728 | 1.36 | 23,340 | 13.48 | ||||
| 2025-08-13 | 13F | Daner Wealth Management, LLC | 62,718 | -5.66 | 2,008 | 11.68 | ||||
| 2025-07-29 | 13F | Wealthstream Advisors, Inc. | 3,199,602 | -0.29 | 99,476 | 11.63 | ||||
| 2025-07-22 | 13F | Aspire Private Capital, LLC | 9,285 | 0.04 | 289 | 12.06 | ||||
| 2025-08-01 | 13F | First Command Advisory Services, Inc. | 27 | 1 | ||||||
| 2025-07-25 | 13F | Ruedi Wealth Management, Inc. | 381,551 | -2.63 | 11,862 | 9.02 | ||||
| 2025-08-15 | 13F | WealthCollab, LLC | 262 | 0.00 | 8 | 14.29 | ||||
| 2025-07-09 | 13F | Archer Investment Management, LLC | 19,280 | -40.05 | 599 | -32.92 | ||||
| 2025-07-11 | 13F | Quad-Cities Investment Group, LLC | 32,134 | -4.48 | 999 | 6.96 | ||||
| 2025-07-29 | 13F | Level Wealth Management LLC | 6,803 | 212 | ||||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 19,087 | 2.07 | 593 | 13.17 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 6,649 | -34.85 | 207 | -27.21 | ||||
| 2025-07-24 | 13F | Vantage Point Financial LLC | 385,969 | 2.76 | 12,000 | 15.04 | ||||
| 2025-08-04 | 13F | Waterfront Wealth Inc. | 115,208 | -19.01 | 3,582 | -9.34 | ||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 21,009 | 0.07 | 653 | 12.01 | ||||
| 2025-05-15 | 13F | Squarepoint Ops LLC | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Clark Asset Management, LLC | 26,101 | 96.88 | 811 | 120.38 | ||||
| 2025-08-12 | 13F | Cravens & Co Advisors, LLC | 312,253 | 0.35 | 9,708 | 12.35 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 38,046 | 1,183 | ||||||
| 2025-07-11 | 13F | Ullmann Financial Group, Inc. | 1,246,148 | -2.38 | 38,743 | 9.29 | ||||
| 2025-08-08 | 13F | Schwarz Dygos Wheeler Investment Advisors Llc | 70,979 | 4.63 | 2,207 | 17.15 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 219,442 | -6.43 | 6,822 | 4.76 | ||||
| 2025-08-07 | 13F | Tilson Financial Group, Inc. | 204,239 | -8.89 | 6 | 0.00 | ||||
| 2025-08-11 | 13F | Pinnacle Financial Group, LLC / IL | 904,540 | -2.66 | 28,122 | 8.97 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 93,818 | 9.50 | 2,917 | 22.57 | ||||
| 2025-08-14 | 13F | Clarity Capital Advisors, LLC | 9,253 | 1.37 | 288 | 13.44 | ||||
| 2025-07-10 | 13F | Pacific Asset Management, LLC | 408,063 | 1.45 | 12,687 | 13.57 | ||||
| 2025-07-17 | 13F | Willow Creek Wealth Management Inc. | 86,495 | 7.11 | 2,689 | 19.94 | ||||
| 2025-07-30 | 13F | Canvas Wealth Advisors, LLC | 8,116 | 0.00 | 253 | 10.96 | ||||
| 2025-07-22 | 13F | Hill Island Financial Llc | 860,875 | 26,765 | ||||||
| 2025-07-11 | 13F | Great Waters Wealth Management | 935,184 | -6.33 | 29,075 | 4.87 | ||||
| 2025-07-16 | 13F | BOS Asset Management, LLC | 9,531 | 3.12 | 296 | 15.63 | ||||
| 2025-07-30 | 13F | Forum Financial Management, LP | 15,977,601 | -1.54 | 496,744 | 10.23 | ||||
| 2025-07-29 | 13F | BKD Wealth Advisors, LLC | 391,459 | -15.54 | 12,170 | -5.45 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 7,120 | 0.00 | 221 | 12.18 | ||||
| 2025-07-15 | 13F | Hippocratic Financial Advisors, LLC | 523,024 | 34.69 | 16,261 | 50.79 | ||||
| 2025-07-17 | 13F | Moss Adams Wealth Advisors LLC | 14,650 | 455 | ||||||
| 2025-08-12 | 13F | Lionshead Wealth Management, LLC | 14,620 | 32.87 | 455 | 48.85 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 58,818 | 1.79 | 1,829 | 13.97 | ||||
| 2025-08-14 | 13F | First Manhattan Co | 46,677 | 2.28 | 1,451 | 14.52 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 124,187 | 4 | ||||||
| 2025-07-15 | 13F | Accurate Wealth Management, LLC | 60,113 | 1,883 | ||||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 64,620 | 1.37 | 2,009 | 13.50 | ||||
| 2025-08-11 | 13F | Copperleaf Capital, LLC | 99,700 | 10.30 | 3,100 | 23.47 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 1,225 | -39.45 | 38 | -32.14 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 124 | 0.00 | 4 | 0.00 | ||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 4,088 | 0.64 | 127 | 13.39 | ||||
| 2025-07-10 | 13F | Cypress Point Wealth Management, LLC | 460,415 | 6.34 | 14,314 | 19.06 | ||||
| 2025-07-25 | 13F | One Degree Advisors Inc | 706,229 | 35.43 | 22 | 50.00 | ||||
| 2025-08-01 | 13F | Liberty Wealth Management Llc | 474,657 | -6.01 | 14,763 | 5.25 | ||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 146 | 5 | ||||||
| 2025-07-18 | 13F | Bridge Generations Wealth Management Llc | 267,684 | -8.85 | 8,322 | 2.06 | ||||
| 2025-07-24 | 13F | Riverchase Wealth Management, Llc | 445,634 | 0.61 | 13,855 | 12.63 | ||||
| 2025-08-14 | 13F | Ariadne Wealth Management, LP | 165,616 | -2.48 | 5,327 | 6.82 | ||||
| 2025-08-14 | 13F | Sterling Wealth Management, Inc. | 6,520 | 203 | ||||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 2,254,127 | 6.45 | 70,081 | 19.17 | ||||
| 2025-07-31 | 13F | Warburton Capital Management, LLC | 115,726 | 148.66 | 4 | 200.00 | ||||
| 2025-07-16 | 13F | Five Oceans Advisors | 221,431 | -16.09 | 6,884 | -6.05 | ||||
| 2025-05-09 | 13F | TD Waterhouse Canada Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Grand Wealth Management, Llc | 245,322 | -1.92 | 7,627 | 9.82 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 5,788 | 11.31 | 180 | 24.31 | ||||
| 2025-08-12 | 13F | JMG Financial Group, Ltd. | 4,155,387 | 1.29 | 129,191 | 13.40 | ||||
| 2025-07-07 | 13F | Versant Capital Management, Inc | 472,518 | 8.27 | 14,691 | 21.21 | ||||
| 2025-08-06 | 13F | Summit Wealth Group, LLC | 14,052 | -5.49 | 0 | |||||
| 2025-08-13 | 13F | Solutions 4 Wealth, Ltd | 34,761 | 0.00 | 1,081 | 11.92 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 876,069 | 1.79 | 27,237 | 13.96 | ||||
| 2025-08-14 | 13F | Tudor Investment Corp Et Al | 16,571 | 515 | ||||||
| 2025-08-08 | 13F | Creative Planning | 520,285 | 1.91 | 16,176 | 14.09 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 10,448 | 13.01 | 325 | 26.56 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 8,262 | -8.01 | 257 | 2.81 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 4,809 | 150 | ||||||
| 2025-07-16 | 13F | Moisand Fitzgerald Tamayo, LLC | 140,219 | -6.83 | 4,359 | 4.31 |
