Mga Batayang Estadistika
| Pemilik Institusional | 197 total, 197 long only, 0 short only, 0 long/short - change of 2.59% MRQ |
| Alokasi Portofolio Rata-rata | 0.1575 % - change of 1.54% MRQ |
| Saham Institusional (Jangka Panjang) | 4,803,841 (ex 13D/G) - change of -0.18MM shares -3.60% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 348,805 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
WisdomTree Trust - WisdomTree International SmallCap Dividend Fund (US:DLS) memiliki 197 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 4,803,841 saham. Pemegang saham terbesar meliputi Savant Capital, LLC, BIP Wealth, LLC, LRI Investments, LLC, Bank Of America Corp /de/, Morgan Stanley, HighTower Advisors, LLC, MAI Capital Management, Congress Wealth Management LLC / DE /, Raymond James Financial Inc, and UBS Group AG .
Struktur kepemilikan institusional WisdomTree Trust - WisdomTree International SmallCap Dividend Fund (ARCA:DLS) 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 79.21 / share. Previously, on September 6, 2024, the share price was 65.87 / share. This represents an increase of 20.25% over that period.
Skor Sentimen Dana
Skor Sentimen Dana (sebelumnya dikenal sebagai Skor Akumulasi Kepemilikan) menemukan saham-saham yang paling banyak dibeli oleh dana. Ini adalah hasil dari model kuantitatif multi-faktor yang canggih yang mengidentifikasi perusahaan dengan tingkat akumulasi institusional tertinggi. Model penilaian menggunakan kombinasi dari total peningkatan pemilik yang diungkapkan, perubahan dalam alokasi portofolio pada pemilik tersebut, dan metrik lainnya. Angka berkisar dari 0 hingga 100, dengan angka yang lebih tinggi menunjukkan tingkat akumulasi yang lebih tinggi dibandingkan dengan perusahaan sejenisnya, dan 50 adalah rata-ratanya.
Frekuensi Pembaruan: Setiap Hari
Lihat Ownership Explorer, yang menyediakan daftar perusahaan dengan peringkat tertinggi.
Rasio Put/Call Institusional
Selain melaporkan isu ekuitas dan utang standar, institusi dengan aset di bawah manajemen lebih dari 100 juta dolar AS juga harus mengungkapkan kepemilikan opsi put dan call mereka. Karena opsi put umumnya menunjukkan sentimen negatif, dan opsi call menunjukkan sentimen positif, kita dapat mengetahui sentimen institusional secara keseluruhan dengan memplot rasio put terhadap call. Grafik di sebelah kanan memplot rasio put/call historis untuk instrumen ini.
Menggunakan Rasio Put/Call sebagai indikator sentimen investor mengatasi salah satu kekurangan utama dari penggunaan total kepemilikan institusional, yaitu sejumlah besar aset yang dikelola diinvestasikan secara pasif untuk melacak indeks. Dana yang dikelola secara pasif biasanya tidak membeli opsi, sehingga indikator rasio put/call lebih akurat dalam melacak sentimen dana yang dikelola secara aktif.
Pengajuan 13F dan NPORT
Detail pada pengajuan 13F tersedia gratis. Detail pada pengajuan NP memerlukan keanggotaan premium. Baris berwarna hijau menunjukkan posisi baru. Baris berwarna merah menunjukkan posisi yang sudah ditutup. Klik tautan ini ikon untuk melihat riwayat transaksi selengkapnya.
Tingkatkan
untuk membuka data premium dan mengekspor ke Excel 
.
| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 100 | 0.00 | 8 | 16.67 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 2,850 | 119.23 | 214 | 164.20 | ||||
| 2025-04-30 | 13F | Dogwood Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 2,782 | -21.90 | 209 | -11.49 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 8,360 | 1.42 | 628 | 15.26 | ||||
| 2025-07-23 | 13F | REAP Financial Group, LLC | 51 | 0.00 | 4 | 0.00 | ||||
| 2025-07-15 | 13F | FLP Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Cove Private Wealth, LLC | 18,325 | 83.25 | 1,376 | 108.48 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 653 | -5.77 | 49 | 8.89 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 56,768 | -1.27 | 4,264 | 12.36 | ||||
| 2025-04-28 | 13F | Great Point Wealth Advisors, LLC | 78,914 | -1.18 | 5,209 | 3.60 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 59 | 4 | ||||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 28,219 | 0.00 | 2,120 | 13.80 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 6 | 0.00 | 0 | |||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 12,260 | 2.19 | 921 | 16.31 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 86,162 | -0.90 | 6,472 | 12.77 | ||||
| 2025-07-17 | 13F | Camelot Portfolios, LLC | 7,661 | -8.73 | 575 | 3.79 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 5,364 | -7.36 | 403 | 5.24 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 668 | 0.00 | 50 | 13.64 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 98 | 0.00 | 7 | 16.67 | ||||
| 2025-05-01 | 13F | Bleakley Financial Group, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 3,091 | -19.59 | 232 | -8.30 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 113,605 | -1.82 | 8,533 | 11.72 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 122 | 0.00 | 9 | 12.50 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 147 | 11 | ||||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 300 | -76.92 | 23 | -74.12 | ||||
| 2025-08-12 | 13F | Shakespeare Wealth Management, Inc. | 11,376 | -8.79 | 854 | 3.77 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 4,099 | 5,593.06 | 308 | 7,575.00 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 48,366 | -7.88 | 3,633 | 4.82 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 0 | 0 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 162,461 | -1.74 | 12,202 | 11.82 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 7,445 | 0.00 | 559 | 13.85 | ||||
| 2025-08-07 | 13F | WESCAP Management Group, Inc. | 61,499 | -8.25 | 4,619 | 4.41 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 3,245 | 0.09 | 244 | 13.55 | ||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 20,818 | -1.23 | 1,564 | 12.37 | ||||
| 2025-08-04 | 13F | Waterfront Wealth Inc. | 54,175 | 1.65 | 4,069 | 15.70 | ||||
| 2025-07-15 | 13F | Bannerman Wealth Management Group, Llc | 3,994 | -4.70 | 300 | 8.33 | ||||
| 2025-07-16 | 13F | Highline Wealth Partners Llc | 171 | 1.79 | 13 | 9.09 | ||||
| 2025-08-06 | 13F | Longview Financial Advisors LLC | 9,992 | -0.37 | 750 | 13.46 | ||||
| 2025-07-15 | 13F | McAdam, LLC | 3,459 | -6.56 | 260 | 6.15 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 617 | 0 | ||||||
| 2025-07-22 | 13F | Windward Private Wealth Management Inc. | 10,425 | -10.04 | 783 | 2.49 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 4,810 | 13.74 | 361 | 29.39 | ||||
| 2025-08-14 | 13F | AllSquare Wealth Management LLC | 7,280 | 0.00 | 547 | 13.75 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 4,021 | 0.42 | 302 | 14.02 | ||||
| 2025-07-17 | 13F | Alpine Bank Wealth Management | 207 | 16 | ||||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 57,886 | 100.15 | 4,335 | 127.15 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 562 | -16.99 | 42 | 0.00 | ||||
| 2025-07-14 | 13F | Financial Harvest, LLC | 2,771 | 208 | ||||||
| 2025-08-13 | 13F | IAG Wealth Partners, LLC | 3,596 | -20.76 | 270 | -9.70 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 4,378 | 0.53 | 329 | 14.29 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 11,919 | 21.39 | 1 | |||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-23 | 13F | Sachetta, LLC | 0 | -100.00 | 0 | |||||
| 2025-04-17 | 13F | Nbt Bank N A /ny | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Betterment LLC | 16,028 | 6.63 | 1 | |||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 415 | 137.14 | 31 | 181.82 | ||||
| 2025-07-07 | 13F | Discipline Wealth Solutions, LLC | 4,722 | 355 | ||||||
| 2025-08-18 | 13F | Front Row Advisors LLC | 1,664 | 125 | ||||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 3,589 | 0.00 | 270 | 13.98 | ||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 3,189 | -0.72 | 240 | 13.27 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 6,078 | -10.72 | 457 | 1.56 | ||||
| 2025-07-09 | 13F | Beacon Financial Group | 2,929 | 220 | ||||||
| 2025-07-24 | 13F | Costello Asset Management, INC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 3,725 | -46.60 | 280 | -39.35 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 181,465 | -7.75 | 13,630 | 4.98 | ||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 470 | 35 | ||||||
| 2025-08-05 | 13F | GHP Investment Advisors, Inc. | 25,080 | -5.71 | 1,884 | 7.29 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 13,640 | -0.48 | 1,025 | 13.27 | ||||
| 2025-08-07 | 13F | Cahill Financial Advisors Inc | 8,131 | 0.84 | 611 | 14.66 | ||||
| 2025-05-28 | 13F/A | Modern Wealth Management, LLC | 3,223 | 206 | ||||||
| 2025-07-15 | 13F | Family Wealth Partners, Llc | 38,685 | -0.21 | 2,906 | 13.57 | ||||
| 2025-07-24 | 13F | True Link Financial Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Crews Bank & Trust | 1,220 | 0.00 | 92 | 13.75 | ||||
| 2025-08-14 | 13F | Fmr Llc | 2,975 | 16.85 | 223 | 32.74 | ||||
| 2025-08-08 | 13F | Creative Planning | 41,691 | -9.17 | 3,131 | 3.37 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 19,838 | 2.54 | 1,483 | 14.71 | ||||
| 2025-04-09 | 13F | St Germain D J Co Inc | 0 | 0 | ||||||
| 2025-04-30 | 13F | M&t Bank Corp | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Montis Financial, LLC | 3,062 | -1.70 | 230 | 11.71 | ||||
| 2025-07-22 | 13F | Checchi Capital Advisers, LLC | 92,096 | -26.87 | 6,917 | -16.77 | ||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 3,000 | 225 | ||||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 3,531 | -2.05 | 265 | 11.81 | ||||
| 2025-08-07 | 13F | Howard Bailey Securities, Llc | 38,595 | -3.16 | 2,899 | 10.19 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 21,331 | -15.91 | 1,602 | -4.30 | ||||
| 2025-04-16 | 13F | Smithbridge Asset Management Inc/de | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 170 | 0.00 | 13 | 9.09 | ||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 21,877 | 3.33 | 1,643 | 17.61 | ||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 84,915 | 0.33 | 6,378 | 14.16 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 38,283 | 1.15 | 2,877 | 15.13 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 64,917 | -3.06 | 4,876 | 10.32 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 50,013 | -2.52 | 3,756 | 10.93 | ||||
| 2025-05-08 | 13F | Geneos Wealth Management Inc. | 0 | -100.00 | 0 | |||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 46 | -19.30 | 3 | 0.00 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Bokf, Na | 0 | -100.00 | 0 | |||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 1,449 | 0.00 | 109 | 13.68 | ||||
| 2025-08-27 | NP | FFOX - FundX Future Fund Opportunities ETF | 700 | 53 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 4,608 | -5.81 | 346 | 7.45 | ||||
| 2025-08-13 | 13F | Invesco Ltd. | 4,035 | -7.71 | 303 | 5.21 | ||||
| 2025-08-11 | 13F | Bellwether Advisors, LLC | 1,225 | 0.00 | 92 | 15.00 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 110,966 | 0.38 | 8,335 | 14.23 | ||||
| 2025-07-25 | 13F | LRI Investments, LLC | 200,354 | -0.99 | 15,049 | 12.68 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Key FInancial Inc | 400 | 0.00 | 30 | 15.38 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 762,754 | -2.80 | 57,290 | 10.62 | ||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 4,447 | 0.00 | 334 | 13.99 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 500 | 0.00 | 38 | 12.12 | ||||
| 2025-04-09 | 13F | Compass Investment Advisers LLC | 3,342 | 210 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 27,898 | 1.77 | 2,095 | 15.81 | ||||
| 2025-08-07 | 13F | Addison Advisors LLC | 17,551 | -9.11 | 1,318 | 3.45 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 17 | 0.00 | 1 | 0.00 | ||||
| 2025-04-28 | 13F | Redmont Wealth Advisors Llc | 42 | 3 | ||||||
| 2025-05-13 | 13F | EPG Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 1,432 | -9.99 | 108 | 2.88 | ||||
| 2025-07-24 | 13F | Morton Brown Family Wealth, LLC | 1,820 | 0.00 | 137 | 13.33 | ||||
| 2025-08-01 | 13F | Liberty Wealth Management Llc | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 609 | 46 | ||||||
| 2025-07-17 | 13F | Elwood & Goetz Wealth Advisory Group, LLC | 57,593 | 0.87 | 4,326 | 14.78 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 8,635 | -8.85 | 649 | 3.68 | ||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 16,805 | -0.47 | 1,262 | 13.29 | ||||
| 2025-08-14 | 13F | Operose Advisors LLC | 81 | 0.00 | 6 | 20.00 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 11,595 | 102.07 | 875 | 131.48 | ||||
| 2025-08-14 | 13F | UBS Group AG | 105,467 | -0.45 | 7,922 | 13.29 | ||||
| 2025-04-21 | 13F | PSI Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 133 | -17.90 | 10 | -10.00 | ||||
| 2025-07-28 | 13F | Fairman Group, LLC | 1,784 | 1.88 | 134 | 22.94 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 221 | -19.34 | 17 | -11.11 | ||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-07 | 13F | Investors Research Corp | 4,756 | -78.71 | 357 | -75.78 | ||||
| 2025-05-08 | 13F | Armis Advisers, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 14,319 | 0.00 | 1,076 | 13.76 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 14 | 0.00 | 1 | |||||
| 2025-07-16 | 13F | TCI Wealth Advisors, Inc. | 4,014 | -8.50 | 301 | 4.15 | ||||
| 2025-05-14 | 13F | Wescott Financial Advisory Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 2,398 | -5.29 | 180 | 19.21 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 206 | 0.00 | 0 | |||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 27,616 | -3.66 | 2 | 100.00 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 59 | 0.00 | 4 | 33.33 | ||||
| 2025-07-03 | 13F | McLean Asset Management Corp | 21,746 | -3.14 | 1,634 | 21.49 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 18,035 | 1.31 | 1,355 | 15.33 | ||||
| 2025-07-29 | 13F | Marathon Strategic Advisors, LLC | 23,953 | 1.93 | 1,799 | 16.06 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 2,341 | 176 | ||||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 1,511 | -34.53 | 113 | -25.66 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 552 | 0.00 | 0 | |||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 106 | 51.43 | 8 | 75.00 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 15,984 | 0.08 | 1,201 | 13.85 | ||||
| 2025-05-15 | 13F | Hrt Financial Lp | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 31,106 | 376.06 | 2,336 | 442.00 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 20,568 | -6.70 | 2 | 0.00 | ||||
| 2025-08-08 | 13F | Pinney & Scofield, Inc. | 86 | 0.00 | 6 | 20.00 | ||||
| 2025-07-30 | 13F | Insight Advisors, LLC/ PA | 4,130 | -35.55 | 310 | -26.54 | ||||
| 2025-07-15 | 13F | Total Wealth Planning, Llc | 3,276 | -10.71 | 246 | 1.65 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 94,789 | -2.28 | 6,891 | 7.22 | ||||
| 2025-07-17 | 13F | Neumann Capital Management, LLC | 69,221 | -1.76 | 5,199 | 11.81 | ||||
| 2025-07-28 | 13F | Frazier Financial Advisors, LLC | 2,505 | 0.40 | 188 | 14.63 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 7,186 | -30.88 | 540 | -21.43 | ||||
| 2025-07-09 | 13F | Hardin Capital Partners, LLC | 5,114 | 31.13 | 383 | 48.64 | ||||
| 2025-07-23 | 13F | Joel Isaacson & Co., LLC | 5,286 | 0.00 | 397 | 14.08 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 44,162 | 9.69 | 3,317 | 24.84 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 2,713 | 204 | ||||||
| 2025-08-05 | 13F | Telos Capital Management, Inc. | 82,581 | 0.58 | 6,203 | 14.45 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 28,965 | -1.11 | 2,176 | 8.97 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 93 | -28.46 | 7 | -25.00 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 9,984 | -2.91 | 750 | 10.31 | ||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 568 | -6.73 | 42 | 5.00 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 2,773 | 0.00 | 208 | 13.66 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 39,862 | -7.18 | 2,994 | 5.61 | ||||
| 2025-04-24 | 13F | Decker Retirement Planning Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 1,373 | 0.00 | 103 | 14.44 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 24,832 | 1.98 | 1,865 | 16.05 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 9,402 | -5.50 | 706 | 7.62 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Wealth Architects, LLC | 34,933 | -1.04 | 2,624 | 12.62 | ||||
| 2025-08-13 | 13F | Grove Street Fiduciary, LLC | 51,553 | -6.20 | 3,872 | 6.75 | ||||
| 2025-07-18 | 13F | Impact Capital Partners LLC | 20,738 | 0.84 | 1,558 | 14.74 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 4,938 | -23.89 | 371 | -13.55 | ||||
| 2025-07-16 | 13F | Vestia Personal Wealth Advisors | 3,321 | 1.31 | 249 | 15.28 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 2,954 | 222 | ||||||
| 2025-08-06 | 13F | Quadrant Private Wealth Management, LLC | 5,167 | 0.25 | 388 | 14.12 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 547 | 0.00 | 41 | 13.89 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 73 | 8.96 | 5 | 25.00 | ||||
| 2025-07-31 | 13F | Kathleen S. Wright Associates Inc. | 29,189 | -0.06 | 2,192 | 13.75 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 116,177 | -0.13 | 8,726 | 13.65 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 14,135 | -6.55 | 1,062 | 6.31 | ||||
| 2025-08-05 | 13F | Integrity Financial Corp /WA | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | Bruce G. Allen Investments, LLC | 14,221 | 0.30 | 1,068 | 14.22 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 1,747 | 0.00 | 131 | 13.91 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 2,061 | 0.00 | 155 | 13.24 | ||||
| 2025-07-24 | 13F | Williams & Novak, LLC | 5,483 | -0.63 | 412 | 12.91 | ||||
| 2025-08-07 | 13F | Tillman Hartley LLC | 6,492 | 0.03 | 488 | 13.79 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 1,089 | -2.51 | 82 | 10.96 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 6,105 | 1.16 | 459 | 15.08 | ||||
| 2025-07-15 | 13F | SJS Investment Consulting Inc. | 39 | 3 | ||||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 245 | 0.00 | 18 | 12.50 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 106 | 8 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 107,315 | 0.62 | 8,060 | 14.50 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 72,135 | 14.83 | 5,418 | 30.68 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 12,181 | -5.10 | 915 | 6.65 | ||||
| 2025-07-24 | 13F | Lester Murray Antman dba SimplyRich | 7,896 | 0.00 | 1 | |||||
| 2025-08-04 | 13F | Spire Wealth Management | 12,134 | 0.92 | 911 | 14.88 | ||||
| 2025-08-07 | 13F | Tacita Capital Inc | 1,105 | -11.95 | 83 | 0.00 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 6,087 | 10.25 | 457 | 25.55 | ||||
| 2025-07-14 | 13F | Sound Stewardship, LLC | 8,645 | 0.00 | 649 | 13.86 | ||||
| 2025-07-15 | 13F | Alpha Omega Wealth Management LLC | 53,848 | 1.43 | 4,045 | 15.44 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 13,110 | 4.58 | 985 | 18.98 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 21,668 | -0.39 | 1,627 | 13.38 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 3,828 | 2.41 | 288 | 16.67 | ||||
| 2025-07-25 | 13F | PrairieView Partners, LLC | 59,532 | 13.25 | 4 | 33.33 | ||||
| 2025-08-11 | 13F | One Capital Management, LLC | 5,437 | -11.55 | 408 | 0.74 | ||||
| 2025-08-11 | 13F | Rockbridge Investment Management, LCC | 3,398 | -0.38 | 255 | 13.33 | ||||
| 2025-08-27 | 13F | Stonebridge Wealth Management, LLC | 10,853 | 815 | ||||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 2,795 | 210 | ||||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 460 | -46.39 | 35 | -39.29 | ||||
| 2025-07-31 | 13F | Sharper & Granite LLC | 23,910 | -8.91 | 1,797 | 3.70 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 24,373 | -48.17 | 1,831 | -41.02 | ||||
| 2025-07-22 | 13F | Tandem Investment Partners LLC | 28,295 | 2.56 | 2,125 | 16.76 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 185 | -75.50 | 14 | -73.47 | ||||
| 2025-08-12 | 13F | Heartland Advisors Inc | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Viewpoint Capital Management LLC | 6,441 | -0.46 | 484 | 13.11 | ||||
| 2025-07-31 | 13F | BIP Wealth, LLC | 274,694 | -2.92 | 20,632 | 10.49 | ||||
| 2025-07-10 | 13F | Envision Financial LLC | 9,127 | 1.18 | 686 | 15.13 | ||||
| 2025-05-08 | 13F | FSA Advisors, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 5,706 | 0.00 | 426 | 17.68 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 5,992 | -2.87 | 452 | 10.81 |
