Mga Batayang Estadistika
| Pemilik Institusional | 254 total, 254 long only, 0 short only, 0 long/short - change of 0.00% MRQ |
| Alokasi Portofolio Rata-rata | 0.2090 % - change of -12.87% MRQ |
| Saham Institusional (Jangka Panjang) | 35,712,373 (ex 13D/G) - change of -0.30MM shares -0.82% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 1,417,363 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
Nushares ETF Trust - Nuveen ESG Large-Cap Value ETF (US:NULV) memiliki 254 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 35,712,373 saham. Pemegang saham terbesar meliputi Bank Of America Corp /de/, Tiaa Trust, National Association, Jpmorgan Chase & Co, LPL Financial LLC, Morgan Stanley, Envestnet Asset Management Inc, Commonwealth Equity Services, Llc, UBS Group AG, Cambridge Investment Research Advisors, Inc., and Mercer Global Advisors Inc /adv .
Struktur kepemilikan institusional Nushares ETF Trust - Nuveen ESG Large-Cap Value ETF (BATS:NULV) 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 43.08 / share. Previously, on September 9, 2024, the share price was 40.04 / share. This represents an increase of 7.60% over that period.
Skor Sentimen Dana
Skor Sentimen Dana (sebelumnya dikenal sebagai Skor Akumulasi Kepemilikan) menemukan saham-saham yang paling banyak dibeli oleh dana. Ini adalah hasil dari model kuantitatif multi-faktor yang canggih yang mengidentifikasi perusahaan dengan tingkat akumulasi institusional tertinggi. Model penilaian menggunakan kombinasi dari total peningkatan pemilik yang diungkapkan, perubahan dalam alokasi portofolio pada pemilik tersebut, dan metrik lainnya. Angka berkisar dari 0 hingga 100, dengan angka yang lebih tinggi menunjukkan tingkat akumulasi yang lebih tinggi dibandingkan dengan perusahaan sejenisnya, dan 50 adalah rata-ratanya.
Frekuensi Pembaruan: Setiap Hari
Lihat Ownership Explorer, yang menyediakan daftar perusahaan dengan peringkat tertinggi.
Rasio Put/Call Institusional
Selain melaporkan isu ekuitas dan utang standar, institusi dengan aset di bawah manajemen lebih dari 100 juta dolar AS juga harus mengungkapkan kepemilikan opsi put dan call mereka. Karena opsi put umumnya menunjukkan sentimen negatif, dan opsi call menunjukkan sentimen positif, kita dapat mengetahui sentimen institusional secara keseluruhan dengan memplot rasio put terhadap call. Grafik di sebelah kanan memplot rasio put/call historis untuk instrumen ini.
Menggunakan Rasio Put/Call sebagai indikator sentimen investor mengatasi salah satu kekurangan utama dari penggunaan total kepemilikan institusional, yaitu sejumlah besar aset yang dikelola diinvestasikan secara pasif untuk melacak indeks. Dana yang dikelola secara pasif biasanya tidak membeli opsi, sehingga indikator rasio put/call lebih akurat dalam melacak sentimen dana yang dikelola secara aktif.
Pengajuan 13F dan NPORT
Detail pada pengajuan 13F tersedia gratis. Detail pada pengajuan NP memerlukan keanggotaan premium. Baris berwarna hijau menunjukkan posisi baru. Baris berwarna merah menunjukkan posisi yang sudah ditutup. Klik tautan ini ikon untuk melihat riwayat transaksi selengkapnya.
Tingkatkan
untuk membuka data premium dan mengekspor ke Excel 
.
| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Clarity Asset Management, Inc. | 106,247 | 11.01 | 4,454 | 14.92 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 9,845 | -1.92 | 413 | 1.48 | ||||
| 2025-08-07 | 13F | Capitol Family Office, Inc. | 139 | 0.00 | 6 | 0.00 | ||||
| 2025-07-18 | 13F | Vicus Capital | 96,110 | -0.23 | 4,028 | 3.28 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 1,362,650 | 3.94 | 57,115 | 7.60 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 19,521 | 14.24 | 818 | 18.38 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 13,746 | 8.45 | 576 | 12.28 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-11 | 13F | Diversified Portfolios, Inc. | 19,473 | 1.95 | 816 | 5.56 | ||||
| 2025-08-11 | 13F | One Capital Management, LLC | 52,067 | -6.23 | 2,182 | -2.94 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 13,570,368 | 0.31 | 568,802 | 3.84 | ||||
| 2025-08-14 | 13F | Staley Capital Advisers Inc | 100,000 | 17.65 | 4,192 | 21.80 | ||||
| 2025-08-14 | 13F | UBS Group AG | 547,810 | -1.37 | 22,961 | 2.10 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 9,897 | 415 | ||||||
| 2025-07-22 | 13F | Hill Island Financial Llc | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Concord Wealth Partners | 12,792 | -0.61 | 536 | 2.88 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 210,701 | 2.37 | 8,832 | 5.98 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 3,283 | -0.03 | 138 | 6.20 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 30,766 | -0.22 | 1,290 | 3.29 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 74,074 | -88.47 | 3 | -88.89 | ||||
| 2025-07-14 | 13F | Occidental Asset Management, LLC | 5,036 | 0.40 | 211 | 3.94 | ||||
| 2025-07-10 | 13F | Stewardship Advisors, LLC | 4,960 | -5.00 | 208 | -1.90 | ||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 42,551 | 4.56 | 1,784 | 8.26 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 326 | -73.26 | 14 | -73.47 | ||||
| 2025-07-23 | 13F | ETF Portfolio Partners, Inc. | 9,502 | 5.98 | 398 | 9.64 | ||||
| 2025-05-08 | 13F | Geneos Wealth Management Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Morgan Stanley | 1,174,951 | -1.78 | 49,248 | 1.68 | ||||
| 2025-05-14 | 13F | Susquehanna International Group, Llp | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Creative Planning | 9,130 | -15.07 | 383 | -12.18 | ||||
| 2025-08-08 | 13F | Empower Advisory Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Clarity Wealth Development LLC | 9,229 | 3.64 | 387 | 10.60 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 35,723 | 5.74 | 1,497 | 9.51 | ||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 12,474 | 0.00 | 523 | 3.37 | ||||
| 2025-08-11 | 13F | Plum Street Advisors, LLC | 52,599 | 0.06 | 2,205 | 3.57 | ||||
| 2025-08-07 | 13F | BOK Financial Private Wealth, Inc. | 635 | 0.00 | 27 | 4.00 | ||||
| 2025-08-08 | 13F | Better Money Decisions, LLC | 20,516 | 3.45 | 860 | 7.11 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 25,669 | 0.00 | 1,076 | 3.46 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 235,930 | 3.76 | 9,888 | 7.40 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 10,581 | -4.76 | 443 | -1.34 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 87,243 | -53.03 | 3,657 | -51.39 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 38,197 | 109.02 | 1,603 | 119.15 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 476,260 | 1.69 | 20 | 5.56 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 218,916 | 0.61 | 9,176 | 4.14 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 3,200 | 0.00 | 134 | 3.88 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 8,028 | -4.76 | 336 | -1.47 | ||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 4,292,766 | 11.18 | 179,931 | 15.10 | ||||
| 2025-07-31 | 13F | Trademark Financial Management, LLC | 27,762 | 3.70 | 1,164 | 7.39 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 34,898 | 571.12 | 1 | |||||
| 2025-07-29 | 13F | Private Wealth Management Group, LLC | 25,631 | -1.81 | 1,074 | 1.70 | ||||
| 2025-08-04 | 13F | Carret Asset Management, Llc | 5,450 | 0.00 | 228 | 3.64 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 60,735 | -0.13 | 2,546 | 3.37 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 21,592 | -23.39 | 905 | -20.68 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 6,308 | -31.61 | 264 | -29.22 | ||||
| 2025-08-01 | 13F | Equita Financial Network, Inc. | 48,581 | -1.59 | 2,036 | 1.90 | ||||
| 2025-08-08 | 13F | Laurel Wealth Planning LLC | 24,439 | 105.54 | 1,024 | 112.89 | ||||
| 2025-08-14 | 13F | Fmr Llc | 94,299 | -37.94 | 3,953 | -35.76 | ||||
| 2025-07-25 | 13F | Concord Asset Management, LLC/VA | 12,792 | 79.36 | 536 | 95.62 | ||||
| 2025-08-13 | 13F | Argyle Capital Partners, LLC | 5,045 | 0.00 | 211 | 3.43 | ||||
| 2025-08-04 | 13F | One Day In July LLC | 68,657 | -17.75 | 2,878 | -14.88 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 450,848 | 122.05 | 18,897 | 129.86 | ||||
| 2025-08-07 | 13F | Fund Evaluation Group, LLC | 210,669 | -3.35 | 8,818 | 0.20 | ||||
| 2025-07-07 | 13F | Trust Co | 7,942 | -3.58 | 333 | -0.30 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 920,859 | -6.73 | 38,598 | -3.45 | ||||
| 2025-07-07 | 13F | Shotwell Rutter Baer Inc | 24,343 | 0.69 | 1,033 | 15.55 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 3,097 | 19.58 | 130 | 24.04 | ||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 17,747 | -1.16 | 744 | 2.34 | ||||
| 2025-07-11 | 13F | Bond & Devick Financial Network, Inc. | 27,630 | 16.82 | 1,158 | 21.00 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 20,428 | 856 | ||||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 11,584 | 1.87 | 486 | 5.43 | ||||
| 2025-08-13 | 13F | Millstone Evans Group, LLC | 1,454 | 0.00 | 61 | 3.45 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 113,372 | 23.15 | 4,752 | 27.50 | ||||
| 2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 2,905 | 12.08 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Dagco, Inc. | 2,148 | 0.14 | 90 | 4.65 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Confluence Wealth Services, Inc. | 10,747 | 0.34 | 450 | 9.49 | ||||
| 2025-05-15 | 13F | Baird Financial Group, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 85,790 | -0.31 | 3,596 | 3.19 | ||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 5,902 | -7.81 | 247 | -4.63 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 40,612 | -60.06 | 1,702 | -58.65 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 17,944 | 0.00 | 752 | 3.58 | ||||
| 2025-04-23 | 13F | VisionPoint Advisory Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-07 | 13F | Investors Research Corp | 1,902 | 18.88 | 80 | 23.44 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 4,814 | 0 | ||||||
| 2025-07-16 | 13F/A | CX Institutional | 58,957 | -7.66 | 2 | 0.00 | ||||
| 2025-07-25 | 13F | Northwest Capital Management Inc | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Kimelman & Baird, LLC | 662 | 0.00 | 28 | 3.85 | ||||
| 2025-07-18 | 13F | BSW Wealth Partners | 95,934 | -20.75 | 4,021 | -17.96 | ||||
| 2025-07-22 | 13F | Sage Financial Group Inc | 17,077 | 0.01 | 716 | 3.47 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 75,523 | 2.75 | 3,166 | 6.35 | ||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 9,141 | 0.30 | 383 | 3.79 | ||||
| 2025-08-14 | 13F | Balanced Rock Investment Advisor | 56,727 | 21.36 | 2,378 | 25.63 | ||||
| 2025-08-07 | 13F | Curtis Advisory Group, LLC | 25,501 | 0.00 | 1,069 | 3.49 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 100 | 0.00 | 4 | 0.00 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 56,813 | 5.91 | 2,381 | 9.67 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 9,162 | 0.00 | 384 | 3.78 | ||||
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 557 | 0.00 | 23 | 4.55 | ||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 7,215 | 0.00 | 302 | 3.42 | ||||
| 2025-07-17 | 13F | XY Planning Network, Inc. | 11,851 | 8.66 | 497 | 12.47 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 1,392 | 37.55 | 58 | 45.00 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 680 | 57.04 | 28 | 64.71 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 63,076 | 154.50 | 2,626 | 161.71 | ||||
| 2025-08-06 | 13F | DDFG, Inc | 13,141 | 0.00 | 551 | 3.38 | ||||
| 2025-08-07 | 13F | Commerce Bank | 24,260 | 3.10 | 1,017 | 6.72 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 3,998 | 0.00 | 0 | |||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 792,723 | -1.92 | 33 | 3.13 | ||||
| 2025-07-29 | 13F | Tradewinds Capital Management, LLC | 215 | 0.00 | 9 | 12.50 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 22,157 | -13.38 | 930 | -10.14 | ||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 425 | 0.00 | 18 | 0.00 | ||||
| 2025-04-14 | 13F | Farther Finance Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 9,051 | 4.87 | 386 | 13.24 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 15,027 | -1.09 | 638 | 3.58 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 181,748 | 0.18 | 7,618 | 3.69 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 12,952 | -7.19 | 543 | 0.74 | ||||
| 2025-03-25 | 13F | Higgins & Schmidt Wealth Strategies LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 5,496 | -1.43 | 230 | 2.22 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 12,317 | 6.13 | 516 | 10.02 | ||||
| 2025-08-01 | 13F | Redwood Park Advisors LLC | 109 | 0.00 | 5 | 0.00 | ||||
| 2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 13,400 | -25.56 | 562 | -22.94 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | WASHINGTON TRUST Co | 10,260 | 0.00 | 430 | 3.61 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 455,699 | -3.34 | 19,101 | 0.06 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 6,138 | 6.53 | 257 | 10.34 | ||||
| 2025-08-07 | 13F | Fountainhead AM, LLC | 6,564 | -8.71 | 275 | -5.50 | ||||
| 2025-08-04 | 13F | Rede Wealth, LLC | 6,712 | -4.48 | 281 | -1.06 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 7,791 | -32.66 | 327 | -30.34 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 2,301 | 0.00 | 96 | 3.23 | ||||
| 2025-08-07 | 13F | Addison Advisors LLC | 32,129 | 0.08 | 1,347 | 3.62 | ||||
| 2025-08-06 | 13F | Sage Advisory Services, Ltd.Co. | 14,748 | -1.30 | 618 | 2.15 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 117,586 | 9.93 | 4,929 | 13.81 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 34,225 | 5.26 | 1,435 | 8.97 | ||||
| 2025-08-14 | 13F | Abound Financial, Llc | 15,917 | 5.89 | 667 | 9.70 | ||||
| 2025-08-13 | 13F | Cheviot Value Management, LLC | 86 | 0.00 | 4 | 0.00 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 15,702 | 0.61 | 658 | 4.28 | ||||
| 2025-07-25 | 13F | Stephens Consulting, LLC | 189 | 8 | ||||||
| 2025-08-08 | 13F | Gts Securities Llc | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Penobscot Wealth Management | 7,160 | 17.59 | 300 | 21.95 | ||||
| 2025-08-06 | 13F | Columbia River Financial Group, LLC | 7,892 | -1.93 | 0 | |||||
| 2025-07-17 | 13F | Keystone Global Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Mascoma Wealth Management LLC | 46,877 | -20.09 | 1,965 | -17.31 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 21,229 | 4.27 | 890 | 7.89 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 28,015 | -21.72 | 1,174 | -18.92 | ||||
| 2025-08-11 | 13F | Wescott Financial Advisory Group, LLC | 20,244 | 20.90 | 849 | 25.26 | ||||
| 2025-08-18 | 13F | Front Row Advisors LLC | 1,155 | 0.00 | 48 | 4.35 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 127,675 | -2.50 | 5,352 | 0.94 | ||||
| 2025-08-14 | 13F | Comerica Bank | 5,208 | 62.34 | 218 | 68.99 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 14,868 | 7.45 | 1 | |||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 24,069 | 14.10 | 1,009 | 18.03 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 650 | 4.33 | 27 | 8.00 | ||||
| 2025-08-13 | 13F | Denver Wealth Management, Inc. | 5,360 | 225 | ||||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 386,763 | -1.06 | 16,211 | 2.43 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 47 | 0.00 | 2 | 0.00 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 173,881 | 0.45 | 7,288 | 3.98 | ||||
| 2025-08-12 | 13F | Atlas Capital Advisors Llc | 914 | -33.28 | 38 | -30.91 | ||||
| 2025-04-23 | 13F | AIFG Consultants Ltd. | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | McAdam, LLC | 17,195 | 5.82 | 721 | 9.59 | ||||
| 2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 380 | 1.33 | 16 | 0.00 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 19,369 | -13.41 | 812 | -10.39 | ||||
| 2025-08-13 | 13F | Colonial Trust Advisors | 1,100 | 0.00 | 46 | 4.55 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 178,114 | 0.44 | 7,466 | 8.69 | ||||
| 2025-07-18 | 13F | First Pacific Financial | 10,074 | 5.19 | 422 | 9.04 | ||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 2,177 | 0.00 | 91 | 3.41 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 13,749 | 4.67 | 576 | 8.47 | ||||
| 2025-07-16 | 13F | Falcon Wealth Planning | 30,075 | 32.05 | 1,261 | 36.66 | ||||
| 2025-05-15 | 13F | Lido Advisors, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-31 | 13F | Orion Capital Management LLC | 470 | 0.00 | 20 | 0.00 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 12,758 | -0.20 | 535 | 3.29 | ||||
| 2025-07-09 | 13F | O'Brien Wealth Partners LLC | 272,488 | 0.63 | 11,421 | 4.18 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 7,222 | -5.56 | 303 | -2.27 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 1,957 | 0.00 | 82 | 3.80 | ||||
| 2025-08-05 | 13F | Snider Financial Group | 4,882 | 205 | ||||||
| 2025-08-12 | 13F | MAI Capital Management | 5,698 | 2.11 | 239 | 5.78 | ||||
| 2025-07-15 | 13F | Legacy Financial Group LLC | 11,064 | -1.08 | 464 | 2.43 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 346,229 | 1.04 | 14,512 | 4.60 | ||||
| 2025-07-31 | 13F | Oppenheimer Asset Management Inc. | 45,865 | -0.42 | 1,922 | 3.11 | ||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 134,719 | 2.26 | 5,647 | 5.85 | ||||
| 2025-07-11 | 13F | Colorado Capital Management, Inc. | 11,164 | 0.00 | 0 | |||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 19,005 | -11.58 | 797 | -8.51 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 11,430 | 5.49 | 479 | 9.36 | ||||
| 2025-07-15 | 13F | RTD Financial Advisors, Inc. | 10,396 | -7.10 | 436 | -3.97 | ||||
| 2025-08-13 | 13F | BCJ Capital Management, LLC | 7,372 | -12.29 | 309 | -9.41 | ||||
| 2025-05-07 | 13F | Hurley Capital, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 12,732 | 6.79 | 1 | |||||
| 2025-07-31 | 13F | Money Design Co.,Ltd. | 201,098 | -5.01 | 8 | 0.00 | ||||
| 2025-08-13 | 13F | Sonoma Private Wealth LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 326,257 | 0.62 | 13,675 | 4.17 | ||||
| 2025-07-25 | 13F | Strategic Point Investment Advisors, LLC | 45,355 | -4.42 | 1,901 | -1.04 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 335,129 | 7.89 | 14,047 | 11.69 | ||||
| 2025-07-29 | 13F | Morgan Dempsey Capital Management Llc | 4,617 | -16.95 | 194 | -14.22 | ||||
| 2025-07-22 | 13F | Relyea Zuckerberg Hanson LLC | 6,292 | -10.27 | 264 | -7.07 | ||||
| 2025-07-29 | 13F | Crux Wealth Advisors | 90,354 | 3,787 | ||||||
| 2025-08-14 | 13F/A | Forefront Analytics, LLC | 345,887 | -37.68 | 14,498 | -35.49 | ||||
| 2025-07-31 | 13F | Opes Wealth Management LLC | 89,026 | 4.33 | 3,732 | 8.02 | ||||
| 2025-07-28 | 13F | Revolve Wealth Partners, LLC | 43,879 | 0.43 | 1,839 | 3.96 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 27,054 | -9.52 | 1,134 | -6.36 | ||||
| 2025-08-13 | 13F | Milestone Investment Advisors LLC | 2,750 | 16.82 | 115 | 21.05 | ||||
| 2025-07-18 | 13F | Lockerman Financial Group, Inc. | 11,267 | -3.40 | 472 | 0.00 | ||||
| 2025-08-14 | 13F | AllSquare Wealth Management LLC | 156 | 0.00 | 7 | 0.00 | ||||
| 2025-04-28 | 13F | First Horizon Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 1,878 | 0.00 | 79 | 2.63 | ||||
| 2025-08-14 | 13F | Betterment LLC | 6,480 | 0 | ||||||
| 2025-08-13 | 13F | Maia Wealth LLC | 11,256 | 0.14 | 472 | 9.28 | ||||
| 2025-07-25 | 13F | Keener Financial Planning LLC | 3,555 | 0.00 | 0 | |||||
| 2025-08-12 | 13F | Bokf, Na | 46,774 | -0.35 | 1,961 | 3.16 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 249,959 | -2.25 | 10,476 | 1.09 | ||||
| 2025-07-25 | 13F | PrairieView Partners, LLC | 30,771 | -0.07 | 1 | 0.00 | ||||
| 2025-08-13 | 13F | Hsbc Holdings Plc | 53,890 | -11.12 | 2,259 | -7.99 | ||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 78 | 0.00 | 3 | 0.00 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 44,035 | 10.70 | 1,846 | 14.60 | ||||
| 2025-07-25 | 13F | RHS Financial, LLC | 5,136 | -21.84 | 215 | -19.17 | ||||
| 2025-07-11 | 13F/A | Umb Bank N A/mo | 34,694 | -6.03 | 1,454 | -2.68 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 100,953 | 7.28 | 4,231 | 11.05 | ||||
| 2025-07-17 | 13F | Johnson Bixby & Associates, LLC | 13,211 | -6.56 | 554 | -3.32 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 1,804 | 0.00 | 76 | 2.74 | ||||
| 2025-07-28 | 13F | CGC Financial Services, LLC | 3,708 | -97.60 | 155 | -97.53 | ||||
| 2025-08-04 | 13F | Migdal Insurance & Financial Holdings Ltd. | 339 | 0.00 | 0 | |||||
| 2025-07-29 | 13F | Private Trust Co Na | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 5,860 | -46.98 | 246 | -45.19 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 346 | 0.00 | 15 | 0.00 | ||||
| 2025-08-07 | 13F | Legacy Financial Advisors, Inc. | 14,220 | 2.45 | 596 | 6.05 | ||||
| 2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 26,552 | 68.65 | 1,113 | 74.57 | ||||
| 2025-08-08 | 13F | Flaharty Asset Management, LLC | 382 | 0.00 | 16 | 6.67 | ||||
| 2025-07-09 | 13F | Lifelong Wealth Advisors, Inc. | 6,378 | 0.00 | 267 | 3.49 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 170 | -55.61 | 7 | -53.33 | ||||
| 2025-07-24 | 13F | Eastern Bank | 304,587 | -0.47 | 12,767 | 3.03 | ||||
| 2025-08-06 | 13F | Adviser Investments LLC | 124,330 | -22.19 | 5,211 | -19.45 | ||||
| 2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 14,539 | 0.32 | 609 | 3.92 | ||||
| 2025-07-29 | 13F | Kelman-Lazarov, Inc. | 6,822 | 0.00 | 286 | 3.26 | ||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 535 | -25.07 | 22 | -21.43 | ||||
| 2025-08-04 | 13F | WNY Asset Management, LLC | 57,411 | -31.13 | 2,406 | -28.71 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 8,700 | -8.13 | 365 | -4.96 | ||||
| 2025-04-28 | 13F | Financial Advocates Investment Management | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Paulson Wealth Management Inc. | 10,643 | 1.02 | 446 | 4.69 | ||||
| 2025-07-08 | 13F | Canandaigua National Bank & Trust Co | 48,030 | -8.48 | 2,013 | -5.23 | ||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 17,938 | -0.25 | 752 | 3.16 | ||||
| 2025-08-12 | 13F | BlueStem Wealth Partners, LLC | 23,056 | 21.08 | 966 | 25.29 | ||||
| 2025-05-02 | 13F | Invera Wealth Advisors, LLC | 95,330 | -0.19 | 3,860 | -1.28 | ||||
| 2025-07-31 | 13F | LongView Asset Management LLC | 54,840 | 4.67 | 2,299 | 8.35 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 5,576 | 226 | ||||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 135,165 | -3.51 | 5,665 | -0.11 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 19,547 | 0.72 | 1 | |||||
| 2025-08-25 | 13F | Hilltop Partners LLC | 5,646 | 237 | ||||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 14,646 | -7.45 | 614 | -4.22 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 9,327 | 0.00 | 391 | 3.45 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 5,386 | 226 | ||||||
| 2025-04-15 | 13F | Noble Wealth Management PBC | 940 | -19.38 | 38 | -15.56 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 19,584 | -6.02 | 821 | -2.73 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 536 | 0.00 | 22 | 4.76 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 16,768 | -1.53 | 702 | 1.74 | ||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 73 | 3 | ||||||
| 2025-07-15 | 13F | Regatta Capital Group, Llc | 141,763 | -0.70 | 5,942 | 2.80 | ||||
| 2025-07-31 | 13F | First Business Financial Services, Inc. | 21,249 | 1.43 | 891 | 4.95 | ||||
| 2025-08-01 | 13F | American Financial & Tax Strategies Inc | 7,653 | 8.09 | 321 | 11.89 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 41,668 | -8.41 | 1,747 | -5.21 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 3,688 | -50.00 | 155 | -48.32 | ||||
| 2025-08-01 | 13F | Riverwater Partners LLC | 6,230 | 261 | ||||||
| 2025-08-12 | 13F | Journey Strategic Wealth Llc | 26,400 | 1.92 | 1,107 | 5.53 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 5,795 | -2.31 | 243 | 0.83 | ||||
| 2025-07-15 | 13F | RVW Wealth, LLC | 8,862 | 0.00 | 371 | 3.63 | ||||
| 2025-05-09 | 13F | Avalon Trust Co | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Evolution Advisers, Inc. | 61,422 | 0.18 | 3 | 0.00 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 6,096 | -0.16 | 256 | 3.24 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 6,667 | -2.79 | 279 | 0.72 | ||||
| 2025-08-08 | 13F | Bailard, Inc. | 25,499 | -10.28 | 1,069 | -7.13 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 431 | 87.39 | 18 | 100.00 | ||||
| 2025-05-14 | 13F | Jane Street Group, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Putnam Fl Investment Management Co | 16,484 | -15.99 | 691 | -13.10 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 2,017,550 | -0.23 | 84,566 | 3.29 | ||||
| 2025-07-09 | 13F | Wolff Financial Management Llc | 7,244 | 0.00 | 0 | |||||
| 2025-07-18 | 13F | Marino, Stram & Associates Llc | 26,487 | -57.65 | 1,110 | -56.16 | ||||
| 2025-07-24 | 13F | rebel Financial LLC | 91,145 | 3,820 | ||||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 67,427 | 3 | ||||||
| 2025-07-29 | 13F | Sincerus Advisory, LLC | 35,879 | 3.90 | 1,529 | 9.30 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 57,772 | 2.69 | 2,422 | 6.32 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 0 | 0 | ||||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 9,921 | 60.12 | 416 | 66.00 | ||||
| 2025-07-18 | 13F | Institute for Wealth Management, LLC. | 8,712 | 27.72 | 365 | 32.25 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 2,428 | 0.00 | 102 | 3.06 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 434 | -99.27 | 18 | -99.25 |
