Mga Batayang Estadistika
| Pemilik Institusional | 391 total, 391 long only, 0 short only, 0 long/short - change of 0.25% MRQ |
| Alokasi Portofolio Rata-rata | 0.7092 % - change of -4.23% MRQ |
| Saham Institusional (Jangka Panjang) | 63,778,174 (ex 13D/G) - change of 1.39MM shares 2.23% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 2,535,818 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
iShares Trust - iShares Core 1-5 Year USD Bond ETF (US:ISTB) memiliki 391 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 63,778,174 saham. Pemegang saham terbesar meliputi Acorns Advisers, LLC, BlackRock, Inc., State Of Wisconsin Investment Board, Charles Schwab Investment Management Inc, BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES, Raymond James Financial Inc, Trust Point Inc., Spinnaker Trust, Mariner, LLC, and Townsend & Associates, Inc .
Struktur kepemilikan institusional iShares Trust - iShares Core 1-5 Year USD Bond ETF (NasdaqGM:ISTB) 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 48.85 / share. Previously, on September 6, 2024, the share price was 48.50 / share. This represents an increase of 0.72% 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) |
|
|---|---|---|---|---|---|---|---|---|
| 2025-07-15 | BlackRock Portfolio Management LLC | 4,893,986 | 6,420,657 | 31.19 | 7.00 | 27.27 |
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
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| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 73,974 | -2.87 | 3,599 | -2.28 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 11,232 | 285.32 | 546 | 290.00 | ||||
| 2025-07-28 | 13F | Private Wealth Asset Management, LLC | 9 | 0 | ||||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 14,706 | 7.14 | 715 | 7.84 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 108,237 | 2.14 | 5,266 | 2.77 | ||||
| 2025-04-29 | 13F | Element Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Greykasell Wealth Strategies, Inc. | 12,065 | -8.94 | 587 | -8.44 | ||||
| 2025-07-31 | 13F | Darden Wealth Group Inc | 27,443 | -0.17 | 1,335 | 0.45 | ||||
| 2025-07-22 | 13F | Peoples Bank /oh | 78,492 | 1.79 | 3,819 | 2.41 | ||||
| 2025-07-28 | 13F | Holistic Planning, LLC | 7,047 | 343 | ||||||
| 2025-04-04 | 13F | Capital Market Strategies LLC | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | McClarren Financial Advisors, Inc. | 61,790 | -1.63 | 3,006 | 100,100.00 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 12,918 | -0.28 | 1 | |||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 66,437 | -7.34 | 3,232 | -6.75 | ||||
| 2025-07-10 | 13F | Sterling Investment Advisors Llc /adv | 142,614 | 3.34 | 6,940 | 4.00 | ||||
| 2025-07-17 | 13F | Fiduciary Advisors, Inc. | 185,273 | 6.04 | 9,014 | 6.70 | ||||
| 2025-08-04 | 13F | Spinnaker Trust | 1,338,348 | -2.90 | 65,111 | -2.30 | ||||
| 2025-07-18 | 13F | Vicus Capital | 22,273 | 3.26 | 1,084 | 3.93 | ||||
| 2025-08-07 | 13F/A | Curat Global, LLC | 6,442 | 24.53 | 313 | 19.92 | ||||
| 2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 23,658 | 0.00 | 1,151 | 0.61 | ||||
| 2025-08-08 | 13F | Ironwood Investment Counsel, LLC | 20,709 | -8.56 | 1,008 | -8.04 | ||||
| 2025-07-14 | 13F | Opal Wealth Advisors, LLC | 382,554 | 3.77 | 18,611 | 4.42 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1,995,387 | -0.07 | 97,076 | 0.55 | ||||
| 2025-05-21 | 13F | Schmidt P J Investment Management Inc | 0 | -100.00 | 0 | |||||
| 2025-05-08 | 13F | Certified Advisory Corp | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 4,422 | 0.94 | 215 | 1.90 | ||||
| 2025-08-14 | 13F | Betterment LLC | 39,922 | 6.82 | 2 | 0.00 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 375,644 | 3.50 | 18,275 | 4.15 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 15 | 1 | ||||||
| 2025-08-12 | 13F | Charles Schwab Investment Management Inc | 2,400,472 | -19.58 | 116,783 | -19.08 | ||||
| 2025-07-10 | 13F | Global Financial Private Client, LLC | 10,424 | 0.00 | 507 | 0.60 | ||||
| 2025-07-15 | 13F | Town & Country Bank & Trust CO dba First Bankers Trust CO | 6,794 | 19.84 | 331 | 20.44 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 7,012,213 | 27.31 | 341,144 | 28.10 | ||||
| 2025-05-09 | 13F | Frazier Financial Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Diversified Portfolios, Inc. | 14,414 | -4.86 | 701 | -4.23 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 15,218 | 38.03 | 740 | 38.84 | ||||
| 2025-08-05 | 13F | BCGM Wealth Management, LLC | 88,644 | 1.88 | 4,313 | 2.50 | ||||
| 2025-08-13 | 13F | Fiduciary Group LLC | 78,377 | -4.72 | 3,813 | -4.12 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 992 | 0.00 | 48 | 2.13 | ||||
| 2025-07-08 | 13F | Baker Ellis Asset Management LLC | 130,600 | 3.90 | 6,354 | 4.54 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 225 | 0.00 | 11 | 0.00 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 983,656 | 18.57 | 47,796 | 19.24 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 291 | 0.00 | 14 | 0.00 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 39,910 | 2.65 | 1,942 | 3.30 | ||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 3,431 | 0.15 | 0 | |||||
| 2025-08-05 | 13F | Alexander Randolph Advisory Inc | 250,491 | 19.48 | 12,186 | 20.22 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 943 | -44.56 | 46 | -45.12 | ||||
| 2025-08-12 | 13F | Rather & Kittrell, Inc. | 24,315 | -6.02 | 1,183 | -5.44 | ||||
| 2025-07-30 | 13F | Green Square Capital Advisors Llc | 4,305 | 0.00 | 209 | 0.48 | ||||
| 2025-06-23 | NP | IYLD - iShares Morningstar Multi-Asset Income ETF | 363,157 | 1.87 | 17,642 | 3.04 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 110,649 | 218.30 | 5,383 | 220.42 | ||||
| 2025-07-25 | 13F | Investment Advisory Group, LLC | 51,602 | 2.62 | 2,510 | 3.25 | ||||
| 2025-07-09 | 13F | Affinity Capital Advisors, LLC | 5,214 | -21.40 | 254 | -20.19 | ||||
| 2025-08-06 | 13F | Hoxton Planning & Management, LLC | 149,663 | -0.01 | 7,281 | 0.62 | ||||
| 2025-04-30 | 13F | Abound Financial, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 11,063 | 538 | ||||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 33,541 | 1.94 | 1,632 | 2.58 | ||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 5,992 | 0.00 | 292 | 0.69 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 4,228 | 1.63 | 206 | 1.99 | ||||
| 2025-05-01 | 13F | Secured Retirement Advisors, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-02 | 13F | Dentgroup LLC | 103,473 | -3.10 | 5,034 | -2.50 | ||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 31,870 | -0.42 | 1,550 | 0.19 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 168,694 | 21.35 | 8 | 33.33 | ||||
| 2025-08-19 | 13F | Hohimer Wealth Management, Llc | 5,520 | -7.85 | 269 | -7.27 | ||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Cambridge Associates Llc /ma/ /adv | 47,033 | 0.00 | 2,288 | 0.62 | ||||
| 2025-08-14 | 13F | Comerica Bank | 9,482 | -0.02 | 461 | 0.66 | ||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 409,777 | 19.96 | 19,936 | 20.70 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 135,754 | -1.55 | 6,604 | -0.94 | ||||
| 2025-08-05 | 13F | Sunburst Financial Group, LLC | 20,082 | 0.19 | 977 | 0.72 | ||||
| 2025-07-25 | 13F | Priebe Wealth Holdings LLC | 6,115 | 0.00 | 297 | 0.68 | ||||
| 2025-04-15 | 13F | Michael A. Dubis Financial Planning, LLC | 18,245 | -0.92 | 882 | |||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 206,145 | -0.17 | 9,967 | 1.04 | ||||
| 2025-04-17 | 13F | Grimes & Company, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-20 | NP | NATIONWIDE VARIABLE INSURANCE TRUST - NVIT iShares Fixed Income ETF Fund II | 258,528 | -0.15 | 12,577 | 0.47 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 28,718 | -4.73 | 1,397 | -4.12 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 1 | 0.00 | 0 | |||||
| 2025-08-12 | 13F | Change Path, LLC | 10,478 | 510 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 1,024,472 | 52.47 | 49,841 | 53.42 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 20 | 100.00 | 1 | |||||
| 2025-07-29 | 13F | Lutz Financial Services LLC | 90,552 | -0.51 | 4,405 | 0.11 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 5,200 | 253 | |||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 195,809 | 96.01 | 9,526 | 97.23 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 26,708 | 68.47 | 1,299 | 69.58 | ||||
| 2025-08-05 | 13F | Hunter Associates Investment Management Llc | 362,911 | -0.52 | 18 | 0.00 | ||||
| 2025-07-10 | 13F | Kmg Fiduciary Partners, Llc | 32,424 | 0.07 | 1,577 | 0.70 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 17,540 | 2.54 | 1 | |||||
| 2025-08-13 | 13F | GM Advisory Group, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Smithfield Trust Co | 54,327 | 0.00 | 3 | 0.00 | ||||
| 2025-08-11 | 13F | Pineridge Advisors LLC | 111 | 0.91 | 5 | 0.00 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 108,287 | -11.73 | 5,268 | -11.18 | ||||
| 2025-08-14 | 13F | C M Bidwell & Associates Ltd | 97,808 | 0.93 | 4,758 | 1.56 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 3,901 | 18.97 | 190 | 19.62 | ||||
| 2025-08-07 | 13F | Nwam Llc | 27,245 | 0.68 | 1,321 | 0.99 | ||||
| 2025-08-14 | 13F | Fmr Llc | 3,583 | 35.41 | 174 | 37.01 | ||||
| 2025-08-14 | 13F | Destination Wealth Management | 565,858 | 1.94 | 27,529 | 2.57 | ||||
| 2025-07-22 | NP | DLDFX - Destinations Low Duration Fixed Income Fund Class I | 765,515 | -25.11 | 37,051 | -25.00 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 4,256 | 0.57 | 207 | 1.47 | ||||
| 2025-07-29 | 13F | Cidel Asset Management Inc | 5,425 | 0.00 | 264 | 0.38 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Planwiser Financial, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Summit Financial, LLC | 10,658 | -0.75 | 519 | -0.19 | ||||
| 2025-07-21 | 13F | Mattern Capital Management, Llc | 16,945 | 0.38 | 824 | 0.98 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 11,000 | 0.00 | 535 | 0.75 | ||||
| 2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 127,451 | 2,439.88 | 6,201 | 2,461.98 | ||||
| 2025-07-23 | 13F | Stephen J. Garry & Associates, Llc | 5,640 | 0.00 | 274 | 0.74 | ||||
| 2025-06-26 | NP | BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES | 2,148,499 | 104,374 | ||||||
| 2025-05-09 | 13F | Delta Financial Group, Inc. | 16,685 | -17.93 | 1 | |||||
| 2025-08-12 | 13F | Tocqueville Asset Management L.p. | 9,400 | 0.00 | 457 | 0.66 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 1,195 | 0.00 | 58 | 1.75 | ||||
| 2025-08-12 | 13F | XTX Topco Ltd | 4,452 | 217 | ||||||
| 2025-07-30 | 13F | Clune & Associates, Ltd. | 149,720 | 5.15 | 7,284 | 5.80 | ||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 446 | 0.00 | 22 | 0.00 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 12,685 | -10.20 | 617 | -9.53 | ||||
| 2025-07-11 | 13F | Essex Savings Bank | 5,470 | 0.00 | 266 | 0.76 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 187 | 0.00 | 0 | |||||
| 2025-08-13 | 13F | Colonial Trust Advisors | 10,008 | -12.53 | 487 | -12.12 | ||||
| 2025-07-17 | 13F | City Holding Co | 47,928 | 5.37 | 2,332 | 6.05 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 22,457 | 1.64 | 1,089 | 1.97 | ||||
| 2025-08-07 | 13F | Lakeridge Wealth Management LLC | 210,089 | 1.95 | 10,221 | 2.58 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 6,325 | 7.29 | 308 | 7.72 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 502,761 | 2.40 | 24,459 | 3.04 | ||||
| 2025-06-26 | NP | BYLD - iShares Yield Optimized Bond ETF | 243,226 | -15.59 | 11,816 | -14.63 | ||||
| 2025-08-04 | 13F | Rede Wealth, LLC | 5,409 | -7.27 | 263 | -6.74 | ||||
| 2025-08-04 | 13F | Keybank National Association/oh | 114,721 | 8.45 | 5,581 | 9.13 | ||||
| 2025-07-10 | 13F | Trust Point Inc. | 1,688,601 | -7.10 | 82,151 | -6.52 | ||||
| 2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Midwest Capital Advisors, LLC | 2,408 | 0.00 | 117 | 0.86 | ||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 1,869 | 0.00 | 91 | 0.00 | ||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 9,890 | -11.38 | 481 | -10.76 | ||||
| 2025-07-16 | 13F | Arkansas Financial Group, Inc. | 137,067 | -4.75 | 6,624 | -4.04 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 13,656 | 14.71 | 664 | 15.30 | ||||
| 2025-07-08 | 13F | Rise Advisors, LLC | 307 | 0.99 | 15 | 0.00 | ||||
| 2025-07-08 | 13F | Arlington Trust Co LLC | 10,900 | 0.00 | 530 | 0.57 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 5,368 | 261 | ||||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 12,783 | 9.71 | 622 | 10.30 | ||||
| 2025-07-11 | 13F | First PREMIER Bank | 27,736 | -2.42 | 1 | 0.00 | ||||
| 2025-05-06 | 13F | Greenwood Gearhart Inc | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 5,652 | 0.75 | 275 | 1.11 | ||||
| 2025-04-30 | 13F | Mjp Associates Inc /adv | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Eaton Financial Holdings Company, LLC | 15,865 | -64.15 | 772 | -63.96 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 390,604 | 62.31 | 18,886 | 63.18 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 760 | 0.00 | 0 | |||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 8 | -92.79 | 0 | -100.00 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 83,246 | -12.31 | 4,050 | -11.77 | ||||
| 2025-08-11 | 13F | Rockbridge Investment Management, LCC | 39,695 | -2.33 | 1,931 | -1.73 | ||||
| 2025-08-06 | 13F | Cannon Financial Strategists, Inc. | 83,803 | 0.00 | 4,077 | 0.64 | ||||
| 2025-08-11 | 13F | Walter & Keenan Financial Consulting Co /mi/ /adv | 5,540 | 0.00 | 270 | 0.75 | ||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 13,685 | 1.65 | 666 | 2.31 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 169 | 0.60 | 8 | 0.00 | ||||
| 2025-07-16 | 13F | Cahaba Wealth Management, Inc. | 951,285 | -1.50 | 46,280 | -0.89 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 54,038 | -3.26 | 2,629 | -2.67 | ||||
| 2025-08-07 | 13F | Fonville Wealth Management LLC | 169,162 | 3.93 | 8,230 | 4.46 | ||||
| 2025-08-07 | 13F | Arbor Trust Wealth Advisors, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 56,325 | -8.81 | 2,740 | -8.24 | ||||
| 2025-07-01 | 13F | Burkett Financial Services, Llc | 2,245 | 4.86 | 109 | 5.83 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 15,586 | 0.76 | 758 | 1.47 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 19,681 | -0.48 | 957 | 0.10 | ||||
| 2025-07-14 | 13F | ABLE Financial Group, LLC | 17,972 | 0.00 | 874 | 0.69 | ||||
| 2025-08-12 | 13F | Manchester Capital Management LLC | 11 | 1 | ||||||
| 2025-07-07 | 13F | General Partner, Inc. | 245 | 0.00 | 12 | 0.00 | ||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 16,689 | 0.08 | 812 | 0.62 | ||||
| 2025-08-14 | 13F | TrueWealth Financial Partners | 15,806 | -56.44 | 769 | -56.21 | ||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Cranbrook Wealth Management, LLC | 154,557 | -4.71 | 7,519 | -4.12 | ||||
| 2025-07-28 | 13F | Copia Wealth Management | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Sheets Smith Wealth Management | 27,010 | 10.47 | 1,314 | 11.17 | ||||
| 2025-07-25 | 13F | Courage Miller Partners, LLC | 509,792 | -2.00 | 24,801 | -1.39 | ||||
| 2025-07-14 | 13F | Pacifica Partners Inc. | 504 | 1.00 | 25 | 0.00 | ||||
| 2025-07-29 | 13F | Kelman-Lazarov, Inc. | 6,851 | 1.03 | 333 | 1.83 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 58,007 | -6.35 | 2,822 | -5.74 | ||||
| 2025-08-14 | 13F | Osterweis Capital Management Inc | 438 | 0.46 | ||||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 5 | 0.00 | 0 | |||||
| 2025-08-06 | 13F | Eukles Asset Management | 29,376 | -2.11 | 1,429 | -1.52 | ||||
| 2025-07-09 | 13F | Bank of New Hampshire | 209 | 0.00 | 10 | 0.00 | ||||
| 2025-08-08 | 13F | TD Capital Management LLC | 78,207 | -3.51 | 3,805 | -2.91 | ||||
| 2025-07-11 | 13F | Luts & Greenleigh Group, Inc | 25,837 | -0.22 | 1,257 | 0.40 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 128,699 | 0.00 | 6,261 | 0.63 | ||||
| 2025-07-17 | 13F | Capital Insight Partners, Llc | 298,413 | -6.96 | 14,518 | -6.38 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 186,747 | 10.86 | 9,087 | 11.57 | ||||
| 2025-08-07 | 13F/A | Joseph Group Capital Management | 43,232 | -12.44 | 2,103 | -11.90 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 7,849 | -2.83 | 382 | -2.31 | ||||
| 2025-05-15 | 13F | Nova Wealth Management, Inc. | 15 | 0.00 | 1 | |||||
| 2025-08-14 | 13F | Horizon Investments, LLC | 71 | 0.00 | 3 | 0.00 | ||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 189,072 | -3.39 | 9,198 | -2.79 | ||||
| 2025-03-10 | 13F | Old North State Trust, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Assetmark, Inc | 1,748 | 1,394.02 | 85 | 1,600.00 | ||||
| 2025-07-31 | 13F | Oak Harbor Wealth Partners, Llc | 8,619 | 25.35 | 419 | 26.20 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 764,741 | 9.11 | 37,205 | 9.79 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 597 | 2.93 | 29 | 3.57 | ||||
| 2025-07-17 | 13F | Park Place Capital Corp | 39,970 | 1,936 | ||||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 107,946 | 14.98 | 5 | 25.00 | ||||
| 2025-07-25 | 13F | Summa Corp. | 4,200 | 204 | ||||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 21,968 | 3.01 | 1,069 | 3.59 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 263 | 64.38 | 13 | 71.43 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 10,046 | 12.74 | 487 | 13.26 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 4,351 | 0.00 | 212 | 0.48 | ||||
| 2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 165,636 | -16.64 | 8,058 | -16.12 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 148 | 886.67 | 7 | |||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 22,707 | -0.01 | 1,101 | 0.18 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 24,798 | 102.22 | 1,206 | 103.72 | ||||
| 2025-07-24 | 13F | Rice Partnership, LLC | 3,812 | 185 | ||||||
| 2025-07-22 | 13F | Evensky & Katz LLC | 12,550 | 0.89 | 1 | |||||
| 2025-07-25 | 13F | Cwm, Llc | 12,297 | -7.47 | 1 | |||||
| 2025-07-25 | 13F | Stephens Consulting, LLC | 7,160 | -13.91 | 348 | -13.43 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 6,577 | -38.90 | 320 | -38.65 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 9,821 | -3.53 | 478 | -3.05 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 22,461 | 3.59 | 1,093 | 4.20 | ||||
| 2025-07-31 | 13F | LJI Wealth Management, LLC | 22,343 | -48.84 | 1,087 | -48.51 | ||||
| 2025-08-14 | 13F | UBS Group AG | 868,838 | -2.77 | 42,269 | -2.17 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 698 | 1.16 | 34 | 0.00 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 1,110 | 0.00 | 54 | 1.89 | ||||
| 2025-07-21 | 13F | HighMark Wealth Management LLC | 14 | 0.00 | 1 | |||||
| 2025-08-12 | 13F | Deutsche Bank Ag\ | 1,547 | 0.00 | 75 | 1.35 | ||||
| 2025-07-09 | 13F | Reyes Financial Architecture, Inc. | 424 | 0.00 | 21 | 0.00 | ||||
| 2025-08-07 | 13F | Brio Consultants, LLC | 129,174 | -1.48 | 6,284 | -0.87 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 7,732 | 16.01 | 376 | 16.77 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 571,138 | -0.63 | 27,786 | -0.01 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 34,094 | 18.43 | 1,659 | 19.19 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 669 | -1.47 | 33 | 0.00 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 540 | 14.41 | 26 | 18.18 | ||||
| 2025-07-10 | 13F | Security National Bank | 4,064 | -3.95 | 198 | -3.43 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 3,324 | 0.06 | 162 | 0.63 | ||||
| 2025-07-23 | 13F | Sachetta, LLC | 1,075 | 0.00 | 52 | 1.96 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 9,896 | -47.54 | 481 | -47.26 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-04-28 | 13F | Private Trust Co Na | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 16,929 | 1.93 | 820 | 2.25 | ||||
| 2025-04-18 | 13F | Global Trust Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Studio Investment Management Llc | 7,730 | -24.62 | 376 | -24.04 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 51,387 | -1.01 | 2,500 | -0.40 | ||||
| 2025-07-08 | 13F | Legacy Private Trust Co. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 4,604 | 224 | ||||||
| 2025-07-16 | 13F | Townsend Asset Management Corp /nc/ /adv | 185 | 0.00 | 9 | 12.50 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 46,901 | -0.95 | 2,282 | -0.35 | ||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 1,970 | 0.00 | 96 | 0.00 | ||||
| 2025-08-06 | 13F | Vantage Financial Partners, LLC | 27,765 | -2.49 | 1,351 | -1.89 | ||||
| 2025-05-07 | 13F | Spectrum Wealth Counsel, LLC | 4,796 | 0.00 | 232 | 0.87 | ||||
| 2025-08-11 | 13F | HHM Wealth Advisors, LLC | 24,216 | -1.70 | 1,178 | -1.09 | ||||
| 2025-08-06 | 13F | Longview Financial Advisors LLC | 619 | -86.99 | 30 | -86.96 | ||||
| 2025-07-15 | 13F | Bfsg, Llc | 2,977 | 1.88 | 145 | 2.13 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 13,546 | 145.84 | 1 | |||||
| 2025-07-24 | 13F | Accredited Investor Services, Llc | 9,881 | 1.73 | 481 | 2.35 | ||||
| 2025-07-30 | 13F | Paul Damon & Associates, Inc. | 6,454 | 314 | ||||||
| 2025-08-12 | 13F | Wealth Dimensions Group, Ltd. | 50,840 | 1.89 | 2,473 | 2.53 | ||||
| 2025-07-23 | 13F | Elevate Wealth Advisory, Inc | 6,088 | 455.98 | 296 | 469.23 | ||||
| 2025-07-28 | 13F | Hudson Capital Management LLC | 4,675 | 0.69 | 227 | 1.34 | ||||
| 2025-07-14 | 13F | Maryland Capital Advisors Inc. | 152,644 | 1,850.97 | 7,426 | 1,864.55 | ||||
| 2025-08-12 | 13F | Eldridge Investment Advisors, Inc. | 99,229 | 0.03 | 4,811 | 0.29 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 266,685 | 61.51 | 12,974 | 62.52 | ||||
| 2025-08-12 | 13F | Holderness Investments Co | 4,379 | 0.00 | 213 | 0.95 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Commonwealth Financial Services, LLC | 19,057 | -2.30 | 927 | -1.70 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 14,274 | -41.22 | 694 | -40.17 | ||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Boston Private Wealth Llc | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | MAI Capital Management | 13,902 | 2.60 | 676 | 3.21 | ||||
| 2025-08-01 | 13F | Oarsman Capital, Inc. | 21,261 | -9.40 | 1,034 | -8.82 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 6,540 | 318 | ||||||
| 2025-05-14 | 13F | Rockefeller Capital Management L.P. | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | Williams & Novak, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Wealth Management Resources, Inc. | 332,078 | 6.46 | 16,156 | 7.12 | ||||
| 2025-07-15 | 13F | Kopp Family Office, LLC | 2,173 | 0.00 | 106 | 0.00 | ||||
| 2025-07-25 | 13F | Northwest Capital Management Inc | 11,066 | 3.97 | 538 | 4.67 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 13,238 | -11.25 | 644 | -10.68 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 706 | 0.00 | 34 | 0.00 | ||||
| 2025-07-03 | 13F | Garde Capital, Inc. | 7,190 | 0.00 | 350 | 0.58 | ||||
| 2025-08-05 | 13F | Aviance Capital Partners, LLC | 8,198 | -3.26 | 399 | -2.69 | ||||
| 2025-04-24 | 13F | Boyd Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Woodside Wealth Management LLC | 956 | 2.14 | 47 | 2.22 | ||||
| 2025-07-29 | 13F | Regions Financial Corp | 0 | -100.00 | 0 | |||||
| 2025-05-13 | 13F | Northern Trust Corp | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Abundance Wealth Counselors | 218,284 | -5.24 | 11 | -9.09 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 575 | 0.00 | 28 | 0.00 | ||||
| 2025-04-22 | 13F | PFG Investments, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Omega Financial Group, LLC | 273,767 | 1.39 | 13,319 | 2.01 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 194,672 | -5.57 | 9,471 | -4.99 | ||||
| 2025-05-28 | 13F | Intrua Financial, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 108 | 0.00 | 5 | 0.00 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 513,291 | 59.97 | 24,979 | 61.00 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 4,590 | 4.53 | 223 | 5.19 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 99,409 | -51.90 | 4,836 | -51.60 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 17,629 | 62.73 | 858 | 63.86 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 9,460 | -32.36 | 460 | -31.95 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 11,043 | 537 | ||||||
| 2025-08-07 | 13F | Samalin Investment Counsel, LLC | 55,239 | 0.54 | 2,687 | 1.17 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 37,471 | 13.88 | 1,823 | 14.59 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 1,113 | -35.06 | 54 | -34.15 | ||||
| 2025-05-08 | 13F | Modera Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | MKT Advisors LLC | 37,719 | -3.42 | 1,827 | -2.82 | ||||
| 2025-08-11 | 13F | Estate Counselors, LLC | 104,630 | 5,090 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 6,359 | 405.48 | 309 | 415.00 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 158,312 | 1.24 | 8 | 0.00 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 0 | |||||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 14,461 | 5.86 | 704 | 6.52 | ||||
| 2025-07-22 | 13F | MBL Wealth, LLC | 710,403 | -0.78 | 34,561 | -0.16 | ||||
| 2025-07-25 | 13F | Iron Financial, LLC | 221,121 | 0.88 | 10,758 | 1.51 | ||||
| 2025-08-12 | 13F | Weaver Consulting Group | 4,470 | 217 | ||||||
| 2025-08-12 | 13F | Richard W. Paul & Associates, LLC | 41,452 | -1.45 | 2,017 | -0.84 | ||||
| 2025-08-13 | 13F | Fpc Investment Advisory, Inc. | 545,274 | 7.88 | 26,473 | 8.69 | ||||
| 2025-07-15 | 13F | Buttonwood Financial Advisors Inc. | 187,435 | 1.08 | 9,119 | 1.71 | ||||
| 2025-07-31 | 13F | BIP Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2025-04-03 | 13F | First Hawaiian Bank | 89,050 | 0.66 | 4,306 | 1.89 | ||||
| 2025-07-23 | 13F | Godsey & Gibb Associates | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Providence First Trust Co | 130,588 | 1.56 | 6,353 | 2.19 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 32,406 | -2.89 | 1,577 | -2.11 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 2,382 | 0.00 | 0 | |||||
| 2025-08-14 | 13F | Mariner, LLC | 1,156,571 | 2.00 | 56,267 | 2.63 | ||||
| 2025-04-25 | 13F | MidAtlantic Capital Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 22,955 | -10.29 | 1,117 | -9.78 | ||||
| 2025-05-02 | 13F | Transcendent Capital Group LLC | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 23,805 | 14.00 | 1,158 | 14.77 | ||||
| 2025-08-11 | 13F | Wescott Financial Advisory Group, LLC | 182,860 | 1.28 | 8,896 | 1.91 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 18,373 | 16.54 | 894 | 17.19 | ||||
| 2025-07-14 | 13F | Rooted Wealth Advisors, Inc. | 83,935 | 7.12 | 4,060 | 7.15 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 626,164 | 12.14 | 30,463 | 12.83 | ||||
| 2025-07-15 | 13F | LVZ Advisors, Inc. | 6,598 | -32.79 | 321 | -32.49 | ||||
| 2025-08-01 | 13F | Zhang Financial LLC | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | Prosperity Planning, Inc. | 41,623 | 3.16 | ||||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 21,183 | 0.18 | 1,031 | 0.78 | ||||
| 2025-07-09 | 13F | Lineweaver Wealth Advisors, LLC | 249,026 | 23.52 | 12,115 | 24.28 | ||||
| 2025-08-08 | 13F | Atlantic Trust, LLC | 163 | 0.00 | 8 | 0.00 | ||||
| 2025-08-14 | 13F | Fortress Financial Group, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Schwab Charitable Fund | 15,083 | 0.00 | 734 | 0.55 | ||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Columbus Macro, LLC | 30,692 | -20.25 | 1,493 | -19.73 | ||||
| 2025-04-15 | 13F | EdgeRock Capital LLC | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Bluestem Financial Advisors, Llc | 105,976 | -3.84 | 5,156 | -3.25 | ||||
| 2025-08-07 | 13F | Argent Advisors, Inc. | 296,781 | -0.93 | 14,438 | -0.32 | ||||
| 2025-08-12 | 13F | Seeds Investor Llc | 72,102 | 16.70 | 3,508 | 17.41 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 32 | -41.82 | 2 | -50.00 | ||||
| 2025-07-10 | 13F | Charter Oak Capital Management, LLC | 37,200 | 0.16 | 1,810 | 0.78 | ||||
| 2025-07-17 | 13F | Wolff Wiese Magana Llc | 3 | 0.00 | 0 | |||||
| 2025-08-01 | 13F | Koss-Olinger Consulting, LLC | 468,079 | -4.93 | 22,772 | -4.34 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 35,361 | 4.18 | 1,720 | 4.81 | ||||
| 2025-07-24 | 13F | McKinley Carter Wealth Services, Inc. | 30,133 | -36.25 | 1,466 | -35.89 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 0 | -100.00 | 0 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 5,130 | 6.88 | 250 | 7.33 | ||||
| 2025-07-16 | 13F | PFS Partners, LLC | 5,432 | 0.00 | 264 | 0.76 | ||||
| 2025-08-04 | 13F | Center for Financial Planning, Inc. | 20,845 | 0.00 | 1,014 | 0.70 | ||||
| 2025-04-28 | 13F | First Horizon Advisors, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-08 | 13F | Corepath Wealth Partners Llc | 115,079 | -5.22 | 5,568 | -4.89 | ||||
| 2025-07-21 | 13F | Keystone Financial Group, Inc. | 44,739 | 11.16 | 2,168 | 11.59 | ||||
| 2025-05-15 | 13F | Icon Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Smith & Howard Wealth Management, LLC | 5,543 | 0.00 | 270 | 0.37 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 762 | 37 | ||||||
| 2025-08-14 | 13F | FC Advisory LLC | 32,778 | 1.46 | 1,595 | 2.11 | ||||
| 2025-08-14 | 13F | Transamerica Financial Advisors, Inc. | 53 | 0.00 | 3 | |||||
| 2025-07-24 | 13F | KFA Private Wealth Group, LLC | 148,933 | 6.02 | 7,246 | 6.69 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 489 | 0.00 | 24 | 0.00 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 4,900 | 15.32 | 238 | 16.10 | ||||
| 2025-08-11 | 13F | Anderson Financial Strategies, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Banque Transatlantique SA | 1,442 | 0.00 | 70 | 9.38 | ||||
| 2025-07-17 | 13F | SC&H Financial Advisors, Inc. | 7,372 | 0.64 | 359 | 1.13 | ||||
| 2025-07-29 | 13F | Values First Advisors, Inc. | 127,765 | -1.27 | 6,216 | -0.66 | ||||
| 2025-08-07 | 13F | Wealth Forward, LLC | 5,042 | 0.00 | 245 | 0.82 | ||||
| 2025-05-05 | 13F | Peterson Wealth Services | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Main Street Research LLC | 18,966 | 9.76 | 923 | 10.42 | ||||
| 2025-08-14 | 13F | Headinvest, Llc | 19,847 | 0.00 | 966 | 0.63 | ||||
| 2025-07-29 | 13F | Level Wealth Management LLC | 8,591 | -57.41 | 418 | -57.23 | ||||
| 2025-08-08 | 13F | eCIO, Inc. | 53,961 | 1.02 | 2,625 | 1.67 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 146 | -62.47 | 7 | -61.11 | ||||
| 2025-07-15 | 13F | Christensen, King & Associates Investment Services, Inc. | 6,709 | 0.74 | 326 | 1.56 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-25 | 13F | Silverlake Wealth Management Llc | 4,930 | 240 | ||||||
| 2025-05-02 | 13F | Cable Hill Partners, LLC | 18,701 | 13.09 | 909 | 15.08 | ||||
| 2025-07-24 | 13F | Strengthening Families & Communities, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Morgan Stanley | 729,001 | 11.30 | 35,466 | 11.99 | ||||
| 2025-07-07 | 13F | Global Wealth Strategies & Associates | 4 | -99.06 | 0 | -100.00 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 8,207 | -31.27 | 399 | -30.85 | ||||
| 2025-07-28 | 13F | JGP Wealth Management, LLC | 134,602 | 2.74 | 6,548 | 3.38 | ||||
| 2025-08-14 | 13F | State Of Wisconsin Investment Board | 5,128,625 | 1.64 | 249,508 | 2.27 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 114,070 | 20.04 | 5,550 | 22.25 | ||||
| 2025-08-08 | 13F | Independence Financial Advisors, LLC | 271,837 | 1.13 | 13,225 | 1.75 | ||||
| 2025-08-13 | 13F | Baker Avenue Asset Management, LP | 65,714 | 0.00 | 3,197 | 0.60 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 63,852 | 16.79 | 3,106 | 17.52 | ||||
| 2025-08-19 | 13F | Cim, Llc | 563,058 | 2.31 | 27,393 | 2.94 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 779 | 0.00 | 38 | 0.00 | ||||
| 2025-05-19 | 13F | Heck Capital Advisors, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 14,099 | 4.29 | 685 | 4.90 | ||||
| 2025-07-31 | 13F | Opus Capital Group, LLC | 11,914 | 0.24 | 1 | |||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 643 | -53.47 | 31 | -53.03 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 3,494 | 1.36 | 0 | |||||
| 2025-07-25 | 13F | Wealth Architects, LLC | 4,546 | -36.04 | 221 | -35.57 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 60,607 | -4.85 | 2,932 | -4.77 | ||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 4,131 | -4.88 | 201 | -4.31 | ||||
| 2025-07-29 | 13F | TFC Financial Management | 19,350 | 941 | ||||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 64 | 0.00 | 3 | 0.00 | ||||
| 2025-07-29 | 13F | Spirit Of America Management Corp/ny | 7,006 | -2.68 | 340 | -2.59 | ||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 4,767 | -8.66 | 232 | -8.33 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 58,273 | -4.37 | 2,835 | -3.80 | ||||
| 2025-08-05 | 13F | Flynn Zito Capital Management, Llc | 4,552 | -17.89 | 221 | -17.54 | ||||
| 2025-08-13 | 13F | 1832 Asset Management L.P. | 31,184 | 4.17 | 1,517 | 4.84 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 522,230 | -38.71 | 25,405 | -38.33 | ||||
| 2025-08-08 | 13F | Horizon Family Wealth, Inc. | 37,499 | -1.35 | 1,824 | -0.71 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 3,955 | 192 | ||||||
| 2025-08-13 | 13F | Legacy Capital Wealth Partners, LLC | 8,867 | 0.00 | 431 | 0.70 | ||||
| 2025-07-15 | 13F | Jarislowsky, Fraser Ltd | 1,564 | 0.00 | ||||||
| 2025-08-12 | 13F | South Plains Financial, Inc. | 31,534 | 10.96 | 1,534 | 11.73 | ||||
| 2025-05-06 | 13F | Advisor OS, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Turn8 Private Wealth Inc. | 58,026 | 4.56 | 2,823 | 5.10 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 930,891 | 24.22 | 45,288 | 25.00 | ||||
| 2025-08-14 | 13F | Valley Forge Investment Consultants Inc Adv | 5,570 | 1.31 | 271 | 1.89 | ||||
| 2025-08-08 | 13F | Creative Planning | 214,769 | -8.45 | 10,449 | -7.89 | ||||
| 2025-07-21 | 13F | Crews Bank & Trust | 1,880 | 0.00 | 91 | 1.11 | ||||
| 2025-07-30 | 13F | Townsend & Associates, Inc | 1,110,526 | 1.59 | 53,861 | 2.27 | ||||
| 2025-07-11 | 13F | Quad-Cities Investment Group, LLC | 20,088 | -1.33 | 977 | -0.71 | ||||
| 2025-07-15 | 13F | Patriot Investment Management Inc. | 4,488 | -8.74 | 218 | -8.02 | ||||
| 2025-08-14 | 13F | BCS Private Wealth Management, Inc. | 5,000 | 0 | ||||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 26,251 | 324.57 | 1,277 | 328.52 | ||||
| 2025-08-11 | 13F | Bellwether Advisors, LLC | 27,643 | 2.45 | 1,345 | 3.07 | ||||
| 2025-08-05 | 13F | Magnolia Capital Advisors Llc | 7,122 | -11.91 | 346 | -11.28 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 268,229 | 13.27 | 13,049 | 13.98 | ||||
| 2025-08-12 | 13F | Sfmg, Llc | 5,210 | 4.68 | 253 | 5.42 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-28 | 13F | DORVAL Corp | 289,020 | 2.94 | 14,061 | 3.62 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 64 | 0.00 | 3 | 0.00 | ||||
| 2025-07-08 | 13F | Goldstone Financial Group, LLC | 43,545 | -28.96 | 2,107 | -28.92 | ||||
| 2025-07-28 | 13F | Rik Saylor Financial, Inc. | 30,055 | -6.02 | 1,462 | -5.43 | ||||
| 2025-07-30 | 13F | Pittenger & Anderson Inc | 485,522 | 2.28 | 23,621 | 2.91 | ||||
| 2025-08-13 | 13F | Acorns Advisers, LLC | 10,198,998 | -6.63 | 496 | -6.06 | ||||
| 2025-07-14 | 13F | Infinity Wealth Counsel, LLC | 5,560 | -3.47 | 270 | -2.88 | ||||
| 2025-07-28 | 13F | Morris Financial Concepts, Inc. | 167,204 | -2.17 | 8,134 | -1.56 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 11,620 | -14.24 | 565 | -13.74 | ||||
| 2025-08-06 | 13F | Strategic Financial Partners, Ltd. | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Washington Trust Bank | 43,684 | 197.23 | 2,125 | 199.30 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 10,498 | 84.56 | 511 | 85.45 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 68,331 | 0.29 | 3,324 | 0.91 | ||||
| 2025-07-15 | 13F | Pine Haven Investment Counsel, Inc | 16,485 | 1.85 | 802 | 2.43 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 2,656 | 3,024.71 | 129 | 3,125.00 | ||||
| 2025-08-05 | 13F | Crestwood Advisors Group LLC | 18,152 | 52.85 | 883 | 53.83 | ||||
| 2025-08-07 | 13F | Sound View Wealth Advisors Group, LLC | 50,322 | -0.82 | 2,448 | -0.20 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 99,069 | 53.09 | 4,820 | 54.06 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 14,037 | -6.89 | 683 | -6.32 | ||||
| 2025-08-13 | 13F | Millstone Evans Group, LLC | 16 | 0.00 | 1 | |||||
| 2025-08-06 | 13F | Stone House Investment Management, LLC | 42,598 | 3.09 | 2,072 | 3.76 | ||||
| 2025-07-16 | 13F | ORG Wealth Partners, LLC | 313 | 0.00 | 15 | 0.00 | ||||
| 2025-07-22 | 13F | Hill Island Financial Llc | 24,020 | -9.95 | 1,169 | -9.39 | ||||
| 2025-07-24 | 13F | PDS Planning, Inc | 43,627 | 1.06 | 2,122 | 1.68 | ||||
| 2025-04-22 | 13F/A | NorthRock Partners, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 519 | 0.19 | 25 | 0.00 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 57,776 | 13.36 | 2,811 | 14.04 | ||||
| 2025-07-18 | 13F | SigFig Wealth Management, LLC | 5,037 | 245 | ||||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 4,176 | -38.22 | 203 | -37.73 | ||||
| 2025-08-18 | 13F | Front Row Advisors LLC | 50 | 0.00 | 2 | 0.00 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 193,801 | -1.45 | 9 | 0.00 | ||||
| 2025-07-29 | 13F | Mine & Arao Wealth Creation & Management, LLC. | 13,582 | -1.29 | 661 | -0.75 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 406,500 | -23.07 | 19,776 | -22.59 | ||||
| 2025-08-04 | 13F | Clear Investment Research, Llc | 1,932 | 0.52 | 94 | 2.17 | ||||
| 2025-08-13 | 13F | Quadrant Capital Group Llc | 0 | -100.00 | 0 |
Other Listings
| CL:ISTBCL |
