Mga Batayang Estadistika
| Pemilik Institusional | 267 total, 267 long only, 0 short only, 0 long/short - change of 8.98% MRQ |
| Alokasi Portofolio Rata-rata | 0.6221 % - change of 2.50% MRQ |
| Saham Institusional (Jangka Panjang) | 94,719,059 (ex 13D/G) - change of -8.32MM shares -8.08% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 2,737,438 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
Dimensional ETF Trust - Dimensional International Small Cap ETF (US:DFIS) memiliki 267 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 94,719,059 saham. Pemegang saham terbesar meliputi Jones Financial Companies Lllp, Matson Money. Inc., FMNEX - Free Market International Equity Fund Institutional Class, CI Private Wealth, LLC, Envestnet Portfolio Solutions, Inc., First Citizens Bank & Trust Co, Savant Capital, LLC, Creative Planning, Mather Group, Llc., and Envestnet Asset Management Inc .
Struktur kepemilikan institusional Dimensional ETF Trust - Dimensional International Small Cap ETF (BATS:DFIS) 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 31.13 / share. Previously, on September 6, 2024, the share price was 25.32 / share. This represents an increase of 22.95% 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) |
|
|---|---|---|---|---|---|---|---|---|
| 2025-02-10 | Savant Capital, LLC | 2,075,112 | 2.11 |
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 91,133 | 38.57 | 3 | 100.00 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 69,697 | 1.29 | 2,080 | 16.93 | ||||
| 2025-07-07 | 13F | Versant Capital Management, Inc | 24 | 0.00 | 1 | |||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Whipplewood Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 10,997 | 37.58 | 328 | 59.22 | ||||
| 2025-07-22 | 13F | Awm Capital, Llc | 14,050 | 0.24 | 419 | 15.75 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 5,546 | 41.66 | 165 | 63.37 | ||||
| 2025-08-11 | 13F | Bell Investment Advisors, Inc | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 1,770,378 | 4.08 | 52,828 | 20.20 | ||||
| 2025-08-14 | 13F | Gen-Wealth Partners Inc | 134 | 4 | ||||||
| 2025-07-25 | 13F | McNamara Financial Services, Inc. | 59,570 | -7.47 | 1,778 | 6.86 | ||||
| 2025-08-08 | 13F | Crossmark Global Holdings, Inc. | 24,362 | -15.36 | 724 | -2.16 | ||||
| 2025-07-17 | 13F | Dopkins Wealth Management, Llc | 23,487 | -2.93 | 701 | 12.00 | ||||
| 2025-07-10 | 13F | Tompkins Financial Corp | 15 | 0.00 | 0 | |||||
| 2025-07-15 | 13F | Level Financial Advisors, Inc. | 197,207 | 14.96 | 5,885 | 32.76 | ||||
| 2025-07-09 | 13F | Shore Point Advisors, LLC | 40,381 | 1.59 | 1,205 | 17.23 | ||||
| 2025-07-22 | 13F | DBK Financial Counsel, LLC | 17,642 | 22.87 | 526 | 41.78 | ||||
| 2025-07-25 | 13F | Tranquility Partners, LLC | 15,672 | 2.30 | 468 | 18.23 | ||||
| 2025-07-10 | 13F | Websterrogers Financial Advisors, Llc | 255,733 | 0.80 | 7,631 | 16.41 | ||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 40 | 0.00 | 1 | 0.00 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 3,348,779 | -6.71 | 99,928 | 7.73 | ||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 168 | 0.00 | 5 | 25.00 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 791 | 10.47 | 24 | 27.78 | ||||
| 2025-07-23 | 13F | Pillar Financial Advisors, LLC | 4,336 | 0.00 | 129 | 15.18 | ||||
| 2025-08-12 | 13F | Indie Asset Partners, LLC | 69,820 | 2,083 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 53,826 | -2.97 | 1,606 | 12.07 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 562 | -33.49 | 17 | -15.79 | ||||
| 2025-07-11 | 13F | Andrews, Lucia Wealth Management Llc | 21,364 | 28.37 | 638 | 56.13 | ||||
| 2025-07-28 | 13F | Sterling Financial Planning, Inc. | 11,677 | -13.20 | 348 | 0.29 | ||||
| 2025-07-14 | 13F | Maryland Capital Advisors Inc. | 55,349 | 8.07 | 1,652 | 24.79 | ||||
| 2025-04-30 | 13F | Phillips Financial Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 6,200 | 185 | ||||||
| 2025-07-07 | 13F | Discipline Wealth Solutions, LLC | 306,157 | 4.47 | 9,136 | 20.64 | ||||
| 2025-08-01 | 13F | Motco | 34,942 | 115.58 | 1,036 | 147.85 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 298,564 | 6.70 | 8,909 | 23.22 | ||||
| 2025-08-01 | 13F | Equita Financial Network, Inc. | 11,707 | 45.00 | 349 | 67.79 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 243 | 0.00 | 7 | 16.67 | ||||
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 448 | 0.00 | 13 | 18.18 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 6,776 | 202 | ||||||
| 2025-07-10 | 13F | NorthCrest Asset Manangement, LLC | 11,442 | 1.15 | 343 | 17.47 | ||||
| 2025-07-14 | 13F | Golden State Equity Partners | 11,919 | 0.00 | 356 | 15.64 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 158,226 | 15.72 | 4,721 | 33.63 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 526,925 | 7.79 | 15,723 | 24.47 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 125,030 | -7.09 | 3,731 | 7.28 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 801 | 65.84 | 24 | 91.67 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 39,994 | 4.53 | 1,193 | 20.75 | ||||
| 2025-08-14 | 13F | Navigoe, LLC | 86,928 | -22.60 | 3 | 0.00 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 32,277 | 4.88 | 994 | 17.49 | ||||
| 2025-07-18 | 13F | Arcadia Wealth Management, LLC | 40,762 | 11.13 | 1,216 | 28.41 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 30,263 | -90.88 | 903 | -89.47 | ||||
| 2025-07-14 | 13F | Farmers & Merchants Investments Inc | 591 | 0.00 | 18 | 13.33 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 7,138 | -17.49 | 0 | |||||
| 2025-07-18 | 13F | First Pacific Financial | 172,079 | 9.31 | 5,135 | 26.24 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 2,931,693 | -24.89 | 87,482 | -13.26 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 109,539 | 110.07 | 3,269 | 142.61 | ||||
| 2025-07-28 | 13F | Fairman Group, LLC | 3,089 | 1.51 | 92 | 24.32 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 834 | 25 | ||||||
| 2025-08-12 | 13F | Rather & Kittrell, Inc. | 12,191 | 0.00 | 364 | 15.24 | ||||
| 2025-07-14 | 13F | Narus Financial Partners, LLC | 35,630 | -13.16 | 1,063 | 0.28 | ||||
| 2025-08-14 | 13F | Clg Llc | 43,194 | 1.95 | 1,289 | 17.73 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 476 | 14 | ||||||
| 2025-07-16 | 13F | TCI Wealth Advisors, Inc. | 1,420,615 | 0.66 | 42,391 | 16.24 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 9,626 | -66.92 | 287 | -61.78 | ||||
| 2025-05-08 | 13F | Plante Moran Financial Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 8,163 | 1.19 | 244 | 16.83 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 109,640 | -1.06 | 3,272 | 14.25 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 1,551,634 | 7.75 | 46 | 24.32 | ||||
| 2025-08-12 | 13F | Fortis Capital Management LLC | 11,854 | 1.52 | 354 | 17.28 | ||||
| 2025-07-03 | 13F | Trinity Financial Advisors LLC | 119,304 | 2.08 | 3,560 | 19.62 | ||||
| 2025-08-14 | 13F/A | Perritt Capital Management Inc | 318,798 | 0.53 | 9,513 | 16.08 | ||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 6,740 | -0.79 | 201 | 14.86 | ||||
| 2025-08-13 | 13F | IAG Wealth Partners, LLC | 85,935 | -13.71 | 2,564 | -0.35 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 696 | -75.40 | 21 | -72.60 | ||||
| 2025-04-25 | 13F | EnRich Financial Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | Rockwood Wealth Management, LLC | 18,963 | 0.00 | 566 | 15.31 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 146,843 | 4.57 | 4 | 33.33 | ||||
| 2025-08-11 | 13F | Wescott Financial Advisory Group, LLC | 1,345,355 | -1.17 | 40,145 | 14.13 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 192 | 0.00 | 6 | 25.00 | ||||
| 2025-07-23 | 13F | Colony Family Offices, LLC | 47,685 | 62.18 | 1,423 | 87.35 | ||||
| 2025-07-29 | 13F | Aire Advisors, Llc | 441,157 | -2.18 | 13,164 | 12.97 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 4,990 | 0.00 | 149 | 15.63 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 104,254 | 70.45 | 3 | 200.00 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 661 | 20 | ||||||
| 2025-04-17 | 13F | Nbt Bank N A /ny | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Fairway Wealth LLC | 23 | 0.00 | 1 | |||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 192,928 | 279.01 | 5,757 | 337.72 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 1,843,614 | -83.85 | 55,013 | -81.35 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 58,970 | -0.27 | 1,760 | 15.19 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Blume Capital Management, Inc. | 23,100 | -29.47 | 689 | -18.56 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 166 | 0.00 | 5 | 0.00 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 593,258 | 13,016.47 | 17,703 | 15,160.34 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 67,461 | -6.25 | 2,013 | 8.28 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 1,046 | 0.00 | 31 | 14.81 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 1,750 | 0.00 | 52 | 15.56 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 19,599 | -13.26 | 585 | 0.17 | ||||
| 2025-07-15 | 13F | Signet Financial Management, Llc | 10,299 | 0.00 | 307 | 15.41 | ||||
| 2025-07-03 | 13F | Lam Group, Inc. | 126,495 | -0.69 | 3,775 | 14.68 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 255,932 | -0.75 | 7,637 | 14.62 | ||||
| 2025-07-03 | 13F | Collective Family Office Llc | 249,247 | 16.36 | 7,438 | 34.36 | ||||
| 2025-07-17 | 13F | Elwood & Goetz Wealth Advisory Group, LLC | 30,311 | -3.64 | 904 | 11.33 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 3,420 | -47.84 | 102 | -39.64 | ||||
| 2025-07-09 | 13F | Aurelius Family Office LLC | 82,058 | -0.93 | 2,449 | 14.39 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 569,891 | 17,006 | ||||||
| 2025-05-12 | 13F | Cahill Wealth Management, LLC | 22,570 | -0.71 | 583 | 4.48 | ||||
| 2025-05-08 | 13F | Us Bancorp \de\ | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 11,094 | -5.81 | 331 | 8.88 | ||||
| 2025-08-07 | 13F | Prudent Man Investment Management, Inc. | 676 | 0.00 | 17 | 0.00 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 35,452 | 68.15 | 1,058 | 94.30 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 9,990 | 298 | ||||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 22,649 | 676 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 9,645 | 544.29 | 288 | 655.26 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 188,787 | 5,633 | ||||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 22,761 | 0.00 | 679 | 15.48 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 70 | 2 | ||||||
| 2025-07-16 | 13F | Signature Resources Capital Management, LLC | 304 | 0.00 | 9 | 28.57 | ||||
| 2025-07-30 | 13F | Matson Money. Inc. | 12,475,814 | 0.00 | 372,278 | 15.48 | ||||
| 2025-07-11 | 13F | CX Institutional | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Colony Group, LLC | 780,594 | -4.39 | 23,293 | 10.41 | ||||
| 2025-08-14 | 13F | C M Bidwell & Associates Ltd | 1,600 | -22.22 | 48 | -11.32 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 20,292 | 15.43 | 606 | 33.26 | ||||
| 2025-07-29 | 13F | Werba Rubin Papier Wealth Management | 19,259 | 0.21 | 575 | 15.73 | ||||
| 2025-08-07 | 13F | Sollinda Capital Management LLC | 16,938 | 18.70 | 505 | 37.23 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 93,941 | 20.93 | 2,803 | 39.66 | ||||
| 2025-08-11 | 13F | Root Financial Partners, LLC | 636,289 | 4.59 | 18,987 | 20.78 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 58,634 | -93.10 | 1,750 | -92.04 | ||||
| 2025-07-23 | 13F | Abel Hall, LLC | 11,832 | 0.00 | 353 | 15.74 | ||||
| 2025-07-09 | 13F | Alesco Advisors Llc | 394,531 | 8.85 | 11,773 | 25.70 | ||||
| 2025-05-12 | 13F | Operose Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 77,681 | -15.98 | 2,007 | -11.59 | ||||
| 2025-08-07 | 13F | Efficient Advisors, LLC | 988,847 | -3.78 | 29,507 | 11.12 | ||||
| 2025-07-15 | 13F | Kelly Financial Group Llc | 289,787 | 7.29 | 8,647 | 23.90 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 74,347 | 2,219 | ||||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 170,047 | -3.37 | 5,074 | 11.59 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 90,280 | -27.53 | 3 | -33.33 | ||||
| 2025-07-15 | 13F | Total Wealth Planning, Llc | 1,083,846 | 1.23 | 32,342 | 16.90 | ||||
| 2025-04-02 | 13F | Marcum Wealth, LLC | 134,710 | 8.13 | 3,481 | 13.76 | ||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 20,380 | -0.44 | 608 | 15.15 | ||||
| 2025-08-08 | 13F | Creative Planning | 2,089,206 | 15.74 | 62,342 | 33.66 | ||||
| 2025-07-22 | 13F | Sutton Place Investors Llc | 16,851 | -0.51 | 503 | 14.87 | ||||
| 2025-07-30 | 13F | Clune & Associates, Ltd. | 254,682 | 9.30 | 7,600 | 26.21 | ||||
| 2025-07-18 | 13F | GEN Financial Management, INC. | 59,849 | 458.14 | 1,786 | 544.40 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 106,376 | 15.65 | 3,174 | 33.59 | ||||
| 2025-08-13 | 13F | Vance Wealth, Inc. | 45,922 | -13.33 | 1,370 | 0.07 | ||||
| 2025-07-16 | 13F | Squire Investment Management Company, LLC | 22,331 | -10.53 | 666 | 3.42 | ||||
| 2025-08-08 | 13F | Pinney & Scofield, Inc. | 119,197 | 10.91 | 3,557 | 28.05 | ||||
| 2025-08-08 | 13F | RAM Investment Partners, LLC | 7,176 | 214 | ||||||
| 2025-08-07 | 13F | Aegis Wealth Management LLC | 19,565 | 0.00 | 506 | 0.00 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 17,085 | 10.50 | 510 | 25.99 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 1,502 | -3.10 | 45 | 10.00 | ||||
| 2025-07-23 | 13F | Austin Asset Management Co Inc | 74,830 | -2.42 | 2,233 | 12.67 | ||||
| 2025-07-21 | 13F/A | Abacus Planning Group, Inc. | 271,668 | 8.31 | 8,107 | 25.07 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 1,243,971 | 3.68 | 37,120 | 19.73 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 3,428 | -4.70 | 102 | 10.87 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 26 | -66.23 | 1 | -100.00 | ||||
| 2025-07-17 | 13F | Eclectic Associates Inc /adv | 371,128 | 16.73 | 11,074 | 34.80 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | GWM Advisors LLC | 22,423 | 1.46 | 669 | 17.16 | ||||
| 2025-08-04 | 13F | Syverson Strege & Co | 193,603 | 273.14 | 5,777 | 331.12 | ||||
| 2025-07-18 | 13F | PBMares Wealth Management LLC | 120,637 | 16.84 | 3,600 | 34.95 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 147,652 | -4.31 | 4,406 | 10.48 | ||||
| 2025-08-07 | 13F | Prospect Financial Group LLC | 62,613 | 2.10 | 1,868 | 17.93 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 139,914 | -0.97 | 4,169 | 14.19 | ||||
| 2025-08-07 | 13F | Addison Advisors LLC | 188,157 | 0.18 | 5,615 | 15.68 | ||||
| 2025-07-23 | 13F | Wealth Management Nebraska | 424,985 | 6.92 | 12,626 | 22.93 | ||||
| 2025-07-28 | 13F | Rosenberg Matthew Hamilton | 21 | 1 | ||||||
| 2025-08-11 | 13F | WPWealth LLP | 40,876 | 27.11 | 1,220 | 46.87 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 51,069 | 1.01 | 1,524 | 16.35 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 22,999 | 28.31 | 686 | 48.16 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 256,407 | -0.29 | 7,651 | 11.06 | ||||
| 2025-08-14 | 13F | Vista Capital Partners, Inc. | 74,259 | 165.32 | 2,216 | 206.36 | ||||
| 2025-07-18 | 13F | Provident Wealth Management, LLC | 45,144 | 2.67 | 1,347 | 18.57 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 124,050 | -5.33 | 3,702 | 9.34 | ||||
| 2025-07-29 | NP | FMNEX - Free Market International Equity Fund Institutional Class | 12,475,814 | 0.00 | 359,802 | 13.32 | ||||
| 2025-05-12 | 13F | Fmr Llc | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 34,309 | 102.48 | 1,024 | 134.10 | ||||
| 2025-07-25 | 13F | Index Fund Advisors, Inc. | 595,983 | 1.83 | 17,784 | 17.60 | ||||
| 2025-09-03 | 13F | Ballentine Capital Advisors, Inc | 487,344 | -1.27 | 14,542 | 14.02 | ||||
| 2025-08-07 | 13F | Tillman Hartley LLC | 335,218 | -1.85 | 10,003 | 13.34 | ||||
| 2025-08-04 | 13F | McMill Wealth Management | 143,734 | -0.32 | 4,277 | 14.82 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 1,031,475 | 30,779 | ||||||
| 2025-08-13 | 13F | Legacy Capital Wealth Partners, LLC | 12,541 | 374 | ||||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 150,280 | 4,508 | ||||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 192,781 | -10.41 | 5,753 | 3.45 | ||||
| 2025-07-17 | 13F | Stone Point Wealth LLC | 7,014 | -21.39 | 209 | -9.13 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 53,421 | -89.05 | 1,594 | -87.35 | ||||
| 2025-04-15 | 13F | Corrigan Financial, Inc. | 590,889 | 22.63 | 15,269 | 29.04 | ||||
| 2025-08-14 | 13F | UBS Group AG | 1,140 | 71.95 | 34 | 100.00 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 6,543 | -46.21 | 195 | -34.56 | ||||
| 2025-08-13 | 13F | M Holdings Securities, Inc. | 16,146 | 0 | ||||||
| 2025-07-17 | 13F | ERn Financial, LLC | 47,750 | -2.52 | 1,425 | 12.57 | ||||
| 2025-08-01 | 13F | JDH Wealth Management, LLC | 38,062 | 1.89 | 1,136 | 17.62 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 2,114,301 | 19.17 | 63,091 | 37.61 | ||||
| 2025-08-14 | 13F | Cardiff Park Advisors, Llc | 19,172 | 7.43 | 572 | 24.08 | ||||
| 2025-08-04 | 13F | Partners in Financial Planning | 12,333 | 368 | ||||||
| 2025-08-08 | 13F | Sittner & Nelson, Llc | 489 | -35.49 | 15 | -26.32 | ||||
| 2025-08-14 | 13F | Clarity Asset Management, Inc. | 394 | 1.55 | 12 | 10.00 | ||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 18,566 | 13.29 | 554 | 30.73 | ||||
| 2025-08-07 | 13F/A | Joseph Group Capital Management | 8,453 | -1.13 | 252 | 14.55 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 7,708 | 0.00 | 0 | |||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 18,702,026 | 1.58 | 555,947 | 15.49 | ||||
| 2025-05-12 | 13F | Providence First Trust Co | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | Abound Wealth Management | 13 | 0 | ||||||
| 2025-07-16 | 13F | Vestia Personal Wealth Advisors | 49,214 | 10.82 | 1,469 | 27.99 | ||||
| 2025-07-18 | 13F | Parkwoods Wealth Partners, LLC | 29,432 | 11.23 | 878 | 28.55 | ||||
| 2025-05-02 | 13F | MB Generational Wealth, LLC | 24,948 | 0.00 | 645 | 5.23 | ||||
| 2025-07-25 | 13F | Acorn Creek Capital Llc | 186,851 | 7.80 | 5,576 | 24.50 | ||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 1,352 | 24.04 | 40 | 42.86 | ||||
| 2025-08-06 | 13F | Cannon Financial Strategists, Inc. | 11,350 | 0.00 | 339 | 15.36 | ||||
| 2025-08-07 | 13F | Runnymede Capital Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 9,651 | 11.71 | 288 | 28.70 | ||||
| 2025-07-28 | 13F | Wealthspan Partners, Llc | 14,248 | 3.84 | 425 | 20.06 | ||||
| 2025-07-14 | 13F | Ridgewood Investments LLC | 530 | 16 | ||||||
| 2025-07-28 | 13F | Morris Financial Concepts, Inc. | 124,656 | 9.89 | 3,720 | 26.89 | ||||
| 2025-07-30 | 13F | Jackson Thornton Asset Management, Llc | 67,551 | -1.30 | 2,024 | 13.21 | ||||
| 2025-08-11 | 13F | Ritter Daniher Financial Advisory LLC / DE | 311,581 | 2.04 | 9,298 | 17.83 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 8,725 | -6.93 | 260 | 7.44 | ||||
| 2025-07-18 | 13F | TruNorth Capital Management, LLC | 1,184 | 0.00 | 35 | 16.67 | ||||
| 2025-07-25 | 13F | Ruedi Wealth Management, Inc. | 65,540 | -20.56 | 1,956 | -8.26 | ||||
| 2025-08-13 | 13F | Tobias Financial Advisors, Inc. | 417,258 | 0.85 | 12,451 | 16.45 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 10,670 | 4.56 | 318 | 20.91 | ||||
| 2025-08-14 | 13F | Boston Private Wealth Llc | 181,778 | -25.35 | 5,424 | -13.80 | ||||
| 2025-07-09 | 13F | Brand Asset Management Group, Inc. | 354,233 | 96.47 | 10,570 | 126.92 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 6,685 | 0.00 | 199 | 15.70 | ||||
| 2025-08-05 | 13F | Allodium Investment Consultants, LLC | 262,231 | 4.03 | 7,825 | 20.13 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 43,464 | -6.49 | 1,297 | 7.91 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 65,000 | 8.89 | 1,940 | 25.75 | ||||
| 2025-07-11 | 13F | Quad-Cities Investment Group, LLC | 16,232 | -4.50 | 484 | 10.25 | ||||
| 2025-08-12 | 13F | Hanover Advisors Inc | 7,275 | 217 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 129 | 4 | ||||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 14,375 | -1.81 | 429 | 13.23 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 2,474 | 74 | ||||||
| 2025-07-23 | 13F | Ami Investment Management Inc | 207,218 | 6,183 | ||||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 48,144 | -3.15 | 1,437 | 11.84 | ||||
| 2025-08-07 | 13F | Tilson Financial Group, Inc. | 146,839 | 1.80 | 4 | 33.33 | ||||
| 2025-08-14 | 13F | Clarity Capital Advisors, LLC | 8,748 | 1.50 | 261 | 17.57 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 1,410 | 96.11 | 42 | 133.33 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 61,192 | -4.45 | 1,826 | 16.09 | ||||
| 2025-08-11 | 13F | Walter & Keenan Financial Consulting Co /mi/ /adv | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 80,383 | -6.62 | 2,399 | 7.82 | ||||
| 2025-05-09 | 13F | Goldman Sachs Group Inc | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Pacific Asset Management, LLC | 9,735 | 8.53 | 290 | 25.54 | ||||
| 2025-07-30 | 13F | Forum Financial Management, LP | 1,158,857 | -0.23 | 34,580 | 15.21 | ||||
| 2025-08-14 | 13F | First Citizens Asset Management, Inc. | 70,647 | -37.24 | 2,108 | -27.51 | ||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 1,172,296 | 3.51 | 34,981 | 19.54 | ||||
| 2025-08-07 | 13F | PFG Advisors | 60,898 | 7.35 | 1,817 | 24.03 | ||||
| 2025-08-07 | 13F | Timonier Family Office, LTD. | 292,262 | 11.00 | 8,721 | 28.19 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 177,754 | -5.08 | 5,304 | 9.63 | ||||
| 2025-08-14 | 13F | Betterment LLC | 85,356 | -8.80 | 3 | 0.00 | ||||
| 2025-07-17 | 13F | DiNuzzo Private Wealth, Inc. | 52,366 | -5.98 | 1,563 | 8.55 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 395,679 | -9.60 | 11,807 | 4.39 | ||||
| 2025-07-21 | 13F | Quent Capital, LLC | 226,264 | 566.70 | 6,752 | 670.66 | ||||
| 2025-07-29 | 13F | BKD Wealth Advisors, LLC | 242,054 | -10.34 | 7,223 | 3.54 | ||||
| 2025-07-25 | 13F | LRI Investments, LLC | 3,228 | 46.33 | 96 | 68.42 | ||||
| 2025-08-12 | 13F | Martin Worley Group | 134,056 | 13.45 | 4,000 | 31.02 | ||||
| 2025-08-05 | 13F | Integrity Wealth Solutions LLC | 134,103 | 2.94 | 4,002 | 18.87 | ||||
| 2025-07-22 | 13F | Team Financial Group, LLC | 649 | 19 | ||||||
| 2025-08-14 | 13F | Sei Investments Co | 38,778 | 1,157 | ||||||
| 2025-08-29 | 13F | Total Investment Management Inc | 156 | 5 | ||||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 625 | 13.84 | 19 | 28.57 | ||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 361,849 | 6.57 | 10,798 | 23.07 | ||||
| 2025-07-18 | 13F | Broadway Wealth Solutions, Inc. | 127,224 | 4.44 | 3,796 | 20.62 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 9,224 | 19.56 | 275 | 38.19 | ||||
| 2025-07-24 | 13F | rebel Financial LLC | 18,469 | 551 | ||||||
| 2025-07-31 | 13F | Schoolcraft Capital LLC | 127,763 | -12.46 | 3,812 | 1.09 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-04-29 | 13F | Raleigh Capital Management Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Ariadne Wealth Management, LP | 102,848 | 1.84 | 3,175 | 13.40 | ||||
| 2025-08-14 | 13F | Family Office Research LLC | 8,258 | 0.00 | 246 | 15.49 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 458 | 0.00 | 14 | 18.18 | ||||
| 2025-05-15 | 13F | Gts Securities Llc | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Five Oceans Advisors | 9,426 | -16.63 | 281 | -3.77 | ||||
| 2025-05-07 | 13F | Spectrum Wealth Counsel, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-04-09 | 13F | Dakota Community Bank & Trust NA | 346 | 9 | ||||||
| 2025-08-14 | 13F | Williams Jones Wealth Management, LLC. | 7,624 | 228 | ||||||
| 2025-07-29 | 13F | Disciplined Investments, LLC | 225,769 | 14.28 | 6,737 | 31.97 | ||||
| 2025-07-30 | 13F | First Citizens Bank & Trust Co | 2,856,366 | -24.64 | 85,234 | -12.97 | ||||
| 2025-08-11 | 13F | TAGStone Capital, Inc. | 10,569 | 10.57 | 324 | |||||
| 2025-07-28 | 13F | IFG Advisors, LLC | 13,699 | 5.27 | 409 | 21.43 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 42,784 | 21.07 | 1 | |||||
| 2025-08-14 | 13F | Sterling Wealth Management, Inc. | 82,871 | 55.13 | 2,473 | 88.56 | ||||
| 2025-07-23 | 13F | Elevate Wealth Advisory, Inc | 10,139 | -8.92 | 303 | 5.23 | ||||
| 2025-07-31 | 13F | Planning Center, Inc. | 468,911 | -1.73 | 13,992 | 13.49 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 21,338 | -1.32 | 637 | 13.98 | ||||
| 2025-08-06 | 13F | New Dimensions Wealth Management, LLC | 17,224 | 1.19 | 514 | 16.86 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 97,181 | -10.87 | 2,900 | 2.95 | ||||
| 2025-07-18 | 13F | Tanager Wealth Management LLP | 401,786 | 26.04 | 11,989 | 45.55 |
