Mga Batayang Estadistika
| Pemilik Institusional | 274 total, 273 long only, 0 short only, 1 long/short - change of 1.85% MRQ |
| Alokasi Portofolio Rata-rata | 0.3372 % - change of 18.51% MRQ |
| Saham Institusional (Jangka Panjang) | 12,885,887 (ex 13D/G) - change of 1.19MM shares 10.18% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 1,240,164 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
Vanguard Admiral Funds - Vanguard S&P Mid-Cap 400 ETF (US:IVOO) memiliki 274 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 12,885,887 saham. Pemegang saham terbesar meliputi Goldman Sachs Group Inc, Bank Of America Corp /de/, UBS Group AG, Morgan Stanley, Lockheed Martin Investment Management Co, Hantz Financial Services, Inc., Northwestern Mutual Wealth Management Co, Starr Indemnity & Liability Co, Raymond James Financial Inc, and LPL Financial LLC .
Struktur kepemilikan institusional Vanguard Admiral Funds - Vanguard S&P Mid-Cap 400 ETF (ARCA:IVOO) 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 111.80 / share. Previously, on September 6, 2024, the share price was 99.71 / share. This represents an increase of 12.13% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 560 | -46.56 | 59 | -43.69 | ||||
| 2025-08-12 | 13F | Atlas Capital Advisors Llc | 800 | -24.88 | 84 | -20.95 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 3,813 | 9.82 | 400 | 16.96 | ||||
| 2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 3,460 | 0.00 | 363 | 6.45 | ||||
| 2025-08-11 | 13F | Ritter Daniher Financial Advisory LLC / DE | 10,979 | 0.00 | 1,153 | 6.37 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 2,930 | 2.45 | 308 | 8.87 | ||||
| 2025-07-18 | 13F | Centricity Wealth Management, LLC | 3,013 | 0.00 | 316 | 6.40 | ||||
| 2025-07-31 | 13F | Ssa Swiss Advisors Ag | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Trifecta Capital Advisors, LLC | 258 | 0.00 | 27 | 8.00 | ||||
| 2025-08-12 | 13F/A | Cozad Asset Management Inc | 2,386 | 0.00 | 250 | 6.38 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 42,467 | 7.00 | 4,458 | 13.81 | ||||
| 2025-08-06 | 13F | Mascagni Wealth Management, Inc. | 2,823 | -12.95 | 296 | -7.50 | ||||
| 2025-08-04 | 13F | Simon Quick Advisors, Llc | 8,990 | -6.51 | 944 | -0.63 | ||||
| 2025-08-04 | 13F | JDM Financial Group LLC | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Spire Wealth Management | 7,578 | -10.14 | 795 | -4.45 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 4,000 | 420 | ||||||
| 2025-08-05 | 13F | Fourth Dimension Wealth, LLC | 10 | -77.78 | 1 | -75.00 | ||||
| 2025-08-13 | 13F | Texas Capital Bank Wealth Management Services Inc | 54,261 | -9.17 | 5,696 | -3.39 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 3,818 | 64.14 | 401 | 74.67 | ||||
| 2025-05-05 | 13F | J.w. Cole Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-05-12 | 13F | Townsquare Capital Llc | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 4,204 | -26.15 | 0 | |||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 7,600 | -25.49 | 798 | -20.78 | ||||
| 2025-08-13 | 13F | Fort Sheridan Advisors Llc | 10,845 | -4.39 | 1,138 | 1.70 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 66 | 0.00 | 7 | 0.00 | ||||
| 2025-07-31 | 13F | LJI Wealth Management, LLC | 2,002 | 210 | ||||||
| 2025-07-17 | 13F | Independence Bank of Kentucky | 948 | 0.00 | 100 | 6.45 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 6,263 | 0.00 | 658 | 6.31 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 115,106 | 7.83 | 12,092 | 14.71 | ||||
| 2025-07-22 | 13F | Checchi Capital Advisers, LLC | 44,011 | 15.24 | 4,620 | 22.58 | ||||
| 2025-07-18 | 13F | Naples Global Advisors, Llc | 10,165 | 0.00 | 1,067 | 6.38 | ||||
| 2025-08-07 | 13F | King Luther Capital Management Corp | 207 | -0.48 | ||||||
| 2025-07-17 | 13F | Alliance Wealth Advisors, LLC | 1,968 | 207 | ||||||
| 2025-07-23 | 13F | SpringVest Wealth Management LLC | 22,454 | -2.03 | 2,357 | 4.20 | ||||
| 2025-07-31 | 13F | City State Bank | 50 | 0.00 | 5 | 25.00 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 2,370 | 0.38 | 249 | 6.44 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 38,230 | 0.21 | 4,013 | 6.59 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 1,496,468 | 75.38 | 157,099 | 86.54 | ||||
| 2025-07-14 | 13F | Kieckhefer Group Llc | 2,466 | 8.87 | 259 | 15.70 | ||||
| 2025-07-30 | 13F | Klingman & Associates, LLC | 14,807 | -0.53 | 1,554 | 5.79 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 3,905 | -13.61 | 410 | -8.30 | ||||
| 2025-08-12 | 13F | Wealthbridge Capital Management, Llc | 10,853 | -0.58 | 1,139 | 5.76 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 2,094 | 207.94 | 220 | 226.87 | ||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 114,281 | 6.38 | 11,997 | 13.15 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 0 | -100.00 | 0 | |||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 180 | 0.00 | 19 | 5.88 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 23,914 | 104.43 | 2,527 | 119.36 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 57 | 0.00 | 6 | 0.00 | ||||
| 2025-08-04 | 13F | Grant Street Asset Management, Inc. | 4,898 | 70.72 | 514 | 81.63 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 240 | 0.00 | 25 | 25.00 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 408 | -13.01 | 43 | -8.70 | ||||
| 2025-08-14 | 13F | Lebenthal Global Advisors, LLC | 77,837 | -1.19 | 8,171 | 5.09 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 41,760 | 10.33 | 4,384 | 17.35 | ||||
| 2025-07-02 | 13F | Central Pacific Bank - Trust Division | 26 | 0.00 | 3 | 0.00 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 36,710 | 6.62 | 3,854 | 13.39 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 71 | 7 | ||||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 880 | 0.00 | 92 | 6.98 | ||||
| 2025-08-15 | 13F | Alaethes Wealth LLC | 1,938 | 203 | ||||||
| 2025-07-25 | 13F | Cwm, Llc | 202 | -90.39 | 0 | |||||
| 2025-08-01 | 13F | Belvedere Trading LLC | Call | 3,000 | -3.23 | 315 | 2.95 | |||
| 2025-08-06 | 13F | Adviser Investments LLC | 12,252 | 0.00 | 1,286 | 6.37 | ||||
| 2025-08-14 | 13F | Betterment LLC | 5,319 | -17.68 | 1 | |||||
| 2025-08-01 | 13F | Belvedere Trading LLC | Put | 100 | 0.00 | 10 | 11.11 | |||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 4,573 | 0.02 | 480 | 6.43 | ||||
| 2025-07-30 | 13F | Fairway Wealth LLC | 17,600 | -6.83 | 1,848 | -0.91 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 2,041 | 83.54 | 214 | 96.33 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 131,296 | 17.27 | 13,783 | 24.73 | ||||
| 2025-05-08 | 13F | Menard Financial Group LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 313,532 | 1.75 | 32,915 | 8.23 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 99,310 | -7.97 | 10,426 | -2.11 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 3,593 | -9.08 | 377 | -3.33 | ||||
| 2025-08-13 | 13F | MetLife Investment Management, LLC | 33,264 | 0.00 | 3,492 | 6.37 | ||||
| 2025-07-23 | 13F | Opulen Financial Group LLC | 2,065 | -23.46 | 217 | -18.80 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 238,336 | -0.44 | 25,021 | 5.90 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 157,741 | -2.82 | 16,560 | 6.06 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 271 | 0.74 | 28 | 7.69 | ||||
| 2025-08-19 | 13F/A | Pitcairn Co | 10,060 | 0.00 | 1,056 | 6.45 | ||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 4,132 | 9.40 | 434 | 16.40 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 2,313 | 243 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 2,880 | -23.59 | 302 | -18.82 | ||||
| 2025-07-31 | 13F | Sage Mountain Advisors LLC | 3,226 | 0.00 | 339 | 6.29 | ||||
| 2025-08-05 | 13F | GHP Investment Advisors, Inc. | 129 | 67.53 | 14 | 85.71 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 1,709 | -12.22 | 179 | -12.68 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 534,247 | 9.84 | 56,085 | 16.82 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 8,094 | 46.00 | 850 | 55.21 | ||||
| 2025-08-14 | 13F | Fiduciary Trust Co | 23,111 | -0.43 | 2,426 | 5.94 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 110 | 92.98 | 12 | 120.00 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 4,213 | -9.30 | 455 | -0.87 | ||||
| 2025-05-14 | 13F | Smartleaf Asset Management LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 4,917 | -49.45 | 516 | -46.25 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 253 | 96.12 | 27 | 116.67 | ||||
| 2025-08-05 | 13F | Gibraltar Capital Management, Inc. | 43,530 | 212.72 | 1,491 | 8.52 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 48 | 0.00 | 5 | 25.00 | ||||
| 2025-07-30 | 13F | Phoenix Holdings Ltd. | 15,000 | -58.62 | 1,575 | -56.01 | ||||
| 2025-08-18 | 13F | Front Row Advisors LLC | 30 | 0.00 | 3 | 50.00 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 60,790 | 1,064.34 | 6,382 | 1,139.03 | ||||
| 2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Virtu Financial LLC | 43,895 | -22.93 | 5 | -20.00 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 82,887 | -19.01 | 8,701 | -13.86 | ||||
| 2025-08-13 | 13F | M Holdings Securities, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | CRA Financial Services, LLC | 4,628 | 0.00 | 486 | 6.36 | ||||
| 2025-08-08 | 13F | Francis Financial, Inc. | 145,797 | -23.85 | 15,306 | -19.01 | ||||
| 2025-07-09 | 13F | Taylor Hoffman Capital Management LLC | 6,745 | -4.92 | 708 | 0.57 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 256,737 | 1.86 | 26,952 | 8.34 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 1,105 | 0.00 | 116 | 6.42 | ||||
| 2025-07-23 | 13F | Asset Planning Corporation | 76,785 | 27.36 | 8,061 | 35.46 | ||||
| 2025-08-06 | 13F | Raelipskie Partnership | 77,565 | 9.69 | 8,143 | 16.66 | ||||
| 2025-07-17 | 13F | Greenleaf Trust | 15,134 | 7.46 | 1,589 | 14.24 | ||||
| 2025-04-30 | 13F | Bridges Investment Management Inc | 0 | -100.00 | 0 | |||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 3,982 | 13.87 | 418 | 20.87 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 285 | 0.00 | 30 | 3.57 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 5,133 | 0.14 | 539 | 6.53 | ||||
| 2025-07-16 | 13F | Octavia Wealth Advisors, LLC | 17,150 | -2.44 | 1,800 | 3.75 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 149,772 | 0.07 | 16 | 7.14 | ||||
| 2025-08-21 | NP | SFBPX - Great-West SecureFoundation Balanced ETF Fund Class A | 20,988 | -1.54 | 2,203 | 4.76 | ||||
| 2025-08-08 | 13F | C V Starr & Co Inc | 227,427 | 23,875 | ||||||
| 2025-08-01 | 13F | Zhang Financial LLC | 9,871 | 0.04 | 1,036 | 6.47 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 204,205 | 8.83 | 21,430 | 15.47 | ||||
| 2025-07-29 | 13F | Stordahl Capital Management, Inc. | 5,176 | 8.13 | 543 | 15.04 | ||||
| 2025-08-07 | 13F | PFG Advisors | 0 | -100.00 | 0 | |||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 3,233 | 98.34 | 0 | |||||
| 2025-08-13 | 13F | Cerity Partners LLC | 51,442 | -14.65 | 5,400 | -9.21 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 63,252 | 8.58 | 7 | 20.00 | ||||
| 2025-08-12 | 13F | Harbor Advisory Corp /ma/ | 49,459 | -0.16 | 5,192 | 6.20 | ||||
| 2025-08-13 | 13F | Vertex Planning Partners, LLC | 2,900 | 0.00 | 304 | 6.29 | ||||
| 2025-08-08 | 13F | Truepoint, Inc. | 18,200 | 0.00 | 1,911 | 6.35 | ||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 792 | 0.00 | 83 | 6.41 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 13,059 | 1.03 | 1 | 0.00 | ||||
| 2025-08-05 | 13F | Snider Financial Group | 2,074 | -0.72 | 218 | 5.34 | ||||
| 2025-08-11 | 13F | Vanguard Group Inc | 15,630 | 16.49 | 1,641 | 23.87 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 2,038 | -1.92 | 214 | 3.90 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 10,849 | -0.61 | 1,139 | 5.66 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 1,206 | 0.00 | 127 | 5.88 | ||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 405 | 43 | ||||||
| 2025-05-02 | 13F | Transcendent Capital Group LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 5,910 | -0.20 | 620 | 6.16 | ||||
| 2025-08-13 | 13F | Quadrant Capital Group Llc | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Coastline Trust Co | 35,673 | 24.74 | 3,745 | 32.67 | ||||
| 2025-07-30 | 13F | Smith Thornton Advisors LLC | 2,000 | 210 | ||||||
| 2025-08-11 | 13F | Hexagon Capital Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Northwest Capital Management Inc | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Lockheed Martin Investment Management Co | 750,000 | 0.00 | 78,735 | 6.36 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 22,856 | 1.83 | 2 | 0.00 | ||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 2,058 | 0.00 | 216 | 6.40 | ||||
| 2025-08-11 | 13F | Eq Llc | 23,745 | 6.74 | 2,493 | 13.53 | ||||
| 2025-08-13 | 13F | Valued Retirements, Inc. | 2,158 | 0.00 | 227 | 6.60 | ||||
| 2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | VSM Wealth Advisory, LLC | 371 | 0.00 | 39 | 5.56 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 523 | -8.41 | 55 | -3.57 | ||||
| 2025-07-31 | 13F | Optimum Investment Advisors | 1,000 | 0.00 | 105 | 6.12 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 10,799 | -4.24 | 1,134 | 1.80 | ||||
| 2025-08-04 | 13F | Coign Capital Advisors LLC | 102,743 | -1.17 | 10,786 | 5.12 | ||||
| 2025-08-07 | 13F | Sound View Wealth Advisors Group, LLC | 6,625 | -5.53 | 695 | 0.43 | ||||
| 2025-08-08 | 13F | Starr Indemnity & Liability Co | 364,098 | 38,223 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 1,989 | -4.05 | 209 | 1.96 | ||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 60 | 0.00 | 6 | 20.00 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 376 | 7.43 | 39 | 14.71 | ||||
| 2025-07-30 | 13F | Castle Wealth Management Llc | 8,188 | 43.17 | 860 | 52.30 | ||||
| 2025-08-08 | 13F | Creative Planning | 32,161 | 15.90 | 3,376 | 23.30 | ||||
| 2025-05-13 | 13F | Brooklyn FI, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-08 | 13F | Sittner & Nelson, Llc | 11,050 | 0.00 | 1,160 | 6.42 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 268 | -8.84 | 28 | -3.45 | ||||
| 2025-08-07 | 13F | Samalin Investment Counsel, LLC | 3,350 | 7.51 | 352 | 14.33 | ||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 3,435 | 0.00 | 361 | 6.19 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 3,291 | -58.16 | 345 | -55.54 | ||||
| 2025-07-21 | 13F | Monticello Wealth Management, Llc | 4,461 | 3.55 | 468 | 10.12 | ||||
| 2025-08-14 | 13F | Tandem Wealth Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 43,965 | 1.05 | 4,615 | 7.48 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 6,375 | -1.15 | 669 | 5.19 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 24,588 | 370.13 | 2,619 | 407.56 | ||||
| 2025-07-31 | 13F | SoundView Advisors Inc. | 17,350 | -13.18 | 2 | 0.00 | ||||
| 2025-07-23 | 13F | Bellevue Asset Management, Llc | 150 | 0.00 | 16 | 7.14 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 112,893 | -0.05 | 11,851 | 6.31 | ||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 3,758 | 0.00 | 395 | 6.49 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 5,910 | 620 | ||||||
| 2025-08-14 | 13F | STAR Financial Bank | 5,014 | 526 | ||||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 8,562 | 52.87 | 899 | 62.68 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 8,909 | 0.30 | 935 | 6.74 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 539,465 | 41.68 | 57 | 51.35 | ||||
| 2025-07-15 | 13F | Legacy Solutions, Llc | 38,325 | 3.07 | 4,023 | 9.62 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 59,944 | 1,249.18 | 6,293 | 1,336.53 | ||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 2,995 | 0.34 | 323 | 9.52 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 1,665 | -21.13 | 175 | -16.35 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 5,264 | 9.83 | 553 | 16.70 | ||||
| 2025-08-13 | 13F | Amundi | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Verum Partners LLC | 2,610 | 0.27 | 274 | 6.64 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 1,934 | 203 | ||||||
| 2025-07-22 | 13F | Warwick Investment Management, Inc. | 27,167 | 14.71 | 2,852 | 21.99 | ||||
| 2025-07-24 | 13F | Ramirez Asset Management, Inc. | 1,280 | 0.00 | 134 | 6.35 | ||||
| 2025-07-31 | 13F | Moser Wealth Advisors, LLC | 631 | 0.00 | 66 | 6.45 | ||||
| 2025-07-16 | 13F | Embree Financial Group | 2,918 | 0.34 | 306 | 6.62 | ||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 2,031 | 0.05 | 213 | 6.50 | ||||
| 2025-08-12 | 13F | Bokf, Na | 3,413 | 260.02 | 358 | 284.95 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 6,774 | 3.21 | 711 | 9.89 | ||||
| 2025-08-14 | 13F | UBS Group AG | 982,542 | 14.94 | 103,147 | 22.26 | ||||
| 2025-07-28 | 13F | Evernest Financial Advisors, LLC | 2,145 | -26.67 | 225 | -21.87 | ||||
| 2025-07-31 | 13F | Waldron Private Wealth LLC | 3,369 | 0.00 | 354 | 6.33 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 10,790 | 7.61 | 1,133 | 14.46 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 170 | -80.14 | 18 | -79.76 | ||||
| 2025-07-30 | 13F | Wallace Advisory Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Marble Harbor Investment Counsel, LLC | 19,830 | 0.00 | 2,082 | 6.34 | ||||
| 2025-07-31 | 13F | Kathleen S. Wright Associates Inc. | 3,325 | 0.24 | 349 | 6.73 | ||||
| 2025-08-08 | 13F | WASHINGTON TRUST Co | 0 | -100.00 | 0 | |||||
| 2025-09-03 | 13F | American Trust | 4,417 | 464 | ||||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 6,078 | -5.52 | 638 | 0.63 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 3,122 | -46.98 | 328 | -43.81 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 567 | 0.00 | 60 | 7.27 | ||||
| 2025-08-12 | 13F | Hanover Advisors Inc | 7,076 | 7.34 | 743 | 14.15 | ||||
| 2025-08-12 | 13F | Manchester Capital Management LLC | 6,488 | 0.00 | 681 | 6.41 | ||||
| 2025-07-22 | 13F | Valpey Financial Services, LLC | 20,595 | 2,162 | ||||||
| 2025-08-12 | 13F | BlackRock, Inc. | 401 | 0.25 | 42 | 7.69 | ||||
| 2025-08-05 | 13F | Crestwood Advisors Group LLC | 3,090 | 0.82 | 324 | 7.28 | ||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 42 | -12.50 | 4 | 0.00 | ||||
| 2025-05-15 | 13F | Wealth Watch Advisors, INC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-25 | 13F | Iron Financial, LLC | 5,515 | 0.16 | 579 | 6.45 | ||||
| 2025-07-18 | 13F | Benchmark Wealth Management, LLC | 2,841 | 3.05 | 298 | 9.56 | ||||
| 2025-07-23 | 13F | Joel Isaacson & Co., LLC | 2,283 | 0.31 | 240 | 6.70 | ||||
| 2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 810 | 0.00 | 85 | 7.59 | ||||
| 2025-07-16 | 13F | Northern Oak Wealth Management Inc | 12,347 | -1.46 | 1,296 | 4.85 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 42 | 0.00 | 4 | 0.00 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 141 | 0.00 | 15 | 7.69 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 4,495 | -2.49 | 472 | 3.52 | ||||
| 2025-07-22 | 13F | Old National Bancorp /in/ | 140,767 | 6.49 | 14,778 | 13.26 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 78 | 8 | ||||||
| 2025-07-30 | 13F | Bleakley Financial Group, LLC | 13,701 | 1,438 | ||||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 32,184 | 270.48 | 3,379 | 294.17 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 173,289 | -13.85 | 18,192 | -8.38 | ||||
| 2025-08-13 | 13F | PACK Private Wealth, LLC | 8,073 | -4.86 | 848 | 1.19 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 20,940 | 2.11 | 2,198 | 8.60 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 6 | 0.00 | 1 | |||||
| 2025-07-11 | 13F | Essex Savings Bank | 2,791 | -49.93 | 293 | -46.91 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 1,180,379 | -14.06 | 123,916 | -8.60 | ||||
| 2025-05-12 | 13F | Motley Fool Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Soltis Investment Advisors LLC | 61,679 | -21.38 | 6,475 | -16.37 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 20,380 | -24.86 | 2,139 | -20.10 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 9,457 | -42.72 | 933 | -46.41 | ||||
| 2025-04-29 | 13F | Centered Wealth LLC dba Miller Equity Capital Advisors | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | First American Bank | 35,170 | 0.91 | 3,692 | 7.36 | ||||
| 2025-07-24 | 13F | Eastern Bank | 2,043 | 0.00 | 214 | 6.47 | ||||
| 2025-08-07 | 13F | 1st Source Bank | 3,404 | 0.00 | 357 | 6.57 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 229,277 | 16.99 | 24,070 | 24.44 | ||||
| 2025-05-07 | 13F | Evermay Wealth Management Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Pinnacle Associates Ltd | 3,141 | 0.00 | 330 | 6.13 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 42,722 | -2.56 | 4,485 | 3.63 | ||||
| 2025-05-09 | 13F | R. W. Roge & Company, Inc. | 0 | -100.00 | 0 | |||||
| 2025-04-23 | 13F | Creative Financial Designs Inc /adv | 0 | 0 | ||||||
| 2025-07-16 | 13F | Signaturefd, Llc | 154 | 0.00 | 16 | 6.67 | ||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 378 | 53.66 | 40 | 62.50 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 3,025 | 0.00 | 323 | 12.94 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 2,745 | 3.31 | 288 | 9.92 | ||||
| 2025-08-06 | 13F | Atlas Legacy Advisors, LLC | 36,003 | 1.21 | 3,780 | 4.54 | ||||
| 2025-08-14 | 13F | Envision Financial Planning, LLC | 9,305 | 10.75 | 977 | 17.73 | ||||
| 2025-07-31 | 13F | Sentinel Trust Co Lba | 61,700 | -28.34 | 6 | -25.00 | ||||
| 2025-07-23 | 13F | Hemenway Trust Co LLC | 2,492 | 0.00 | 262 | 6.53 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 2,826 | 0.00 | 299 | 7.55 | ||||
| 2025-04-18 | 13F | Edge Financial Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 2,863 | 0.00 | 301 | -0.66 | ||||
| 2025-07-29 | 13F | Mountain Capital Investment Advisors, Inc | 5,868 | -98.07 | 624 | -97.87 | ||||
| 2025-08-14 | 13F | Stage Harbor Financial, Llc | 2,791 | -49.93 | 293 | -46.91 | ||||
| 2025-07-28 | 13F | Turtle Creek Wealth Advisors, LLC | 7,133 | 749 | ||||||
| 2025-08-07 | 13F | Nwam Llc | 2,600 | 0.00 | 280 | 9.38 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 7,623 | 1.13 | 800 | 7.53 | ||||
| 2025-08-07 | 13F | Bradley & Co. Private Wealth Management, LLC | 10 | 0.00 | 1 | |||||
| 2025-08-11 | 13F | Sierra Capital LLC | 2,043 | 0 | ||||||
| 2025-07-24 | 13F | McKinley Carter Wealth Services, Inc. | 6,452 | -6.32 | 677 | -0.29 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 11,017 | 1,157 | ||||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 82 | 0.00 | 9 | 0.00 | ||||
| 2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 6,596 | 0.00 | 692 | 6.30 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 269 | 0.37 | 28 | 7.69 | ||||
| 2025-07-29 | 13F | First Bancorp, Inc /ME/ | 11,487 | 0.00 | 1,206 | 6.35 | ||||
| 2025-08-11 | 13F | FSA Wealth Management LLC | 490 | -3.92 | 56 | 3.70 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 1,459 | 20.58 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 71,080 | 5.28 | 7,462 | 11.99 | ||||
| 2025-07-08 | 13F | Chemistry Wealth Management LLC | 2,370 | 0.00 | 249 | 6.44 | ||||
| 2025-07-17 | 13F | Summit Financial Strategies, Inc. | 9,954 | 0.00 | 1,045 | 6.31 | ||||
| 2025-08-13 | 13F | Keystone Financial Group | 28,980 | 1.35 | 3,042 | 7.80 | ||||
| 2025-07-22 | 13F | Tandem Investment Partners LLC | 3,125 | 328 | ||||||
| 2025-07-22 | 13F | Valeo Financial Advisors, LLC | 12,675 | 472.49 | 1,331 | 510.09 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 149 | 0.00 | 16 | 7.14 | ||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 39,595 | 0.00 | 4,157 | 6.35 | ||||
| 2025-08-07 | 13F | Evoke Wealth, Llc | 8,077 | 848 | ||||||
| 2025-07-24 | 13F | Blair William & Co/il | 251 | -44.35 | 26 | -40.91 | ||||
| 2025-07-25 | 13F | Alpha Financial Partners, LLC | 2,067 | -16.35 | 217 | -10.70 | ||||
| 2025-08-07 | 13F | 49 Wealth Management, Llc | 2,183 | 0.37 | 229 | 7.01 | ||||
| 2025-07-18 | 13F | O'ROURKE & COMPANY, Inc | 6,594 | -5.14 | 692 | 0.87 | ||||
| 2025-07-10 | 13F | Pachira Investments Inc. | 3,615 | 379 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 968,679 | 6.42 | 101,692 | 13.20 | ||||
| 2025-08-04 | 13F | WNY Asset Management, LLC | 2,336 | -98.30 | 245 | -98.20 | ||||
| 2025-07-10 | 13F | Affiance Financial, LLC | 5,030 | 0.00 | 528 | 6.45 | ||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 4,684 | 3.42 | 0 | |||||
| 2025-08-14 | 13F | Brinker Capital Investments, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 4,197 | 4.56 | 453 | 16.80 | ||||
| 2025-08-27 | 13F | Tribridge Partners Financial LLC | 5,924 | 1 | ||||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 6,591 | -3.43 | 718 | 6.54 | ||||
| 2025-08-08 | 13F | Tanglewood Legacy Advisors, LLC | 822 | 0.00 | 86 | 6.17 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 7,038 | 1.73 | 739 | 8.21 | ||||
| 2025-07-08 | 13F | Lowe Wealth Advisors, LLC | 200 | 0.00 | 21 | 5.26 | ||||
| 2025-07-30 | 13F | Fiduciary Family Office, Llc | 3,190 | -31.40 | 335 | -27.07 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 106,816 | 4.28 | 11 | 10.00 | ||||
| 2025-08-01 | 13F | Anson Capital, Inc. | 6,072 | 3.87 | 637 | 10.59 | ||||
| 2025-08-14 | 13F | Comerica Bank | 1,984 | -18.08 | 208 | -12.97 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 557 | 58 | ||||||
| 2025-07-23 | 13F | REAP Financial Group, LLC | 40 | 0.00 | 4 | 33.33 | ||||
| 2025-08-06 | 13F | Cherry Creek Investment Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Bryant Woods Investment Advisors, LLC | 80,608 | 3.70 | 8,462 | 10.30 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 297,844 | 1.92 | 31,268 | 8.40 | ||||
| 2025-08-14 | 13F | Fmr Llc | 9,314 | 1.60 | 978 | 8.08 |
