Mga Batayang Estadistika
| Pemilik Institusional | 493 total, 493 long only, 0 short only, 0 long/short - change of 4.43% MRQ |
| Alokasi Portofolio Rata-rata | 0.2152 % - change of -9.66% MRQ |
| Saham Institusional (Jangka Panjang) | 16,929,201 (ex 13D/G) - change of -1.26MM shares -6.94% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 1,981,105 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
iShares Trust - iShares ESG Optimized MSCI USA ETF (US:SUSA) memiliki 493 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 16,929,201 saham. Pemegang saham terbesar meliputi Bank Of America Corp /de/, Morgan Stanley, Pnc Financial Services Group, Inc., BlackRock, Inc., Spinnaker Trust, Ameriprise Financial Inc, Royal Bank Of Canada, M&t Bank Corp, UBS Group AG, and IMA Wealth, Inc. .
Struktur kepemilikan institusional iShares Trust - iShares ESG Optimized MSCI USA ETF (ARCA:SUSA) 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 132.07 / share. Previously, on September 6, 2024, the share price was 113.32 / share. This represents an increase of 16.55% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-06 | 13F | Simmons Bank | 24,081 | 0.00 | 3,052 | 10.34 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 207 | 0.00 | 26 | 13.04 | ||||
| 2025-08-07 | 13F | McClarren Financial Advisors, Inc. | 7,130 | 59.58 | 904 | |||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 3,345 | 0.00 | 424 | 10.16 | ||||
| 2025-07-30 | 13F | Fusion Family Wealth LLC | 2,884 | 0.00 | 366 | 10.27 | ||||
| 2025-07-17 | 13F | Coastline Trust Co | 8,469 | -3.98 | 1,073 | 5.92 | ||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 6,831 | -5.48 | 866 | 4.22 | ||||
| 2025-08-06 | 13F | Hoxton Planning & Management, LLC | 1,612 | 204 | ||||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 494 | -28.82 | 63 | -21.52 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 20,872 | 0.00 | 2,646 | 12.36 | ||||
| 2025-07-22 | 13F | BridgePort Financial Solutions, LLC | 2,941 | 0.00 | 373 | 10.39 | ||||
| 2025-07-24 | 13F | Grand Wealth Management, Llc | 74 | 0.00 | 9 | 12.50 | ||||
| 2025-04-28 | 13F | Pinnacle Financial Partners Inc | 1,900 | -14.80 | 218 | -19.56 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 8,899 | -3.32 | 1,128 | 6.72 | ||||
| 2025-07-11 | 13F | Grove Bank & Trust | 2,328 | 0.00 | 295 | 10.49 | ||||
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 1,662 | 211 | ||||||
| 2025-07-18 | 13F | SigFig Wealth Management, LLC | 2,415 | 28.05 | 304 | 41.40 | ||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 564 | 0.00 | 0 | |||||
| 2025-07-07 | 13F | Trust Co | 12,509 | -7.63 | 1,585 | 1.93 | ||||
| 2025-03-21 | 13F | Prostatis Group LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-30 | 13F | Fingerlakes Wealth Management, Inc. | 17,220 | 0.18 | 2,183 | 10.54 | ||||
| 2025-07-23 | 13F | Opulen Financial Group LLC | 4,056 | -0.02 | 514 | 10.30 | ||||
| 2025-07-14 | 13F | Opal Wealth Advisors, LLC | 915 | 0.77 | 116 | 10.58 | ||||
| 2025-08-08 | 13F | Creative Planning | 48,234 | -1.67 | 6,114 | 8.50 | ||||
| 2025-08-14 | 13F | Prestige Wealth Management Group LLC | 686 | 0.00 | 87 | 10.26 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 5,652 | -4.48 | 716 | 5.45 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 174,652 | -17.42 | 22 | -8.33 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 27,851 | -2.72 | 3,530 | 7.36 | ||||
| 2025-07-28 | 13F | Private Wealth Asset Management, LLC | 2 | 0 | ||||||
| 2025-08-14 | 13F | First Manhattan Co | 2,238 | 0.00 | 284 | 10.12 | ||||
| 2025-05-08 | 13F | Portland Financial Advisors Inc | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Credential Qtrade Securities Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 5,072 | -0.10 | 643 | 10.12 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 64,274 | -0.08 | 8,147 | 10.26 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 7,025 | -4.03 | 890 | 5.95 | ||||
| 2025-07-30 | 13F | White Lighthouse Investment Management Inc. | 2,297 | -23.74 | 291 | -15.65 | ||||
| 2025-07-10 | 13F | Bigelow Investment Advisors, LLC | 12,493 | -0.31 | 1,583 | 10.01 | ||||
| 2025-08-13 | 13F | Argyle Capital Partners, LLC | 1,696 | 215 | ||||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 1,986 | 9.36 | 252 | 20.67 | ||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 150 | 0.00 | 19 | 11.76 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 526 | 0.00 | 67 | 10.00 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 1,143 | -2.39 | 145 | 7.46 | ||||
| 2025-04-29 | 13F | Riggs Asset Managment Co. Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 843 | 107 | ||||||
| 2025-07-16 | 13F | Moisand Fitzgerald Tamayo, LLC | 25 | 0.00 | 3 | 50.00 | ||||
| 2025-04-29 | 13F | Hm Payson & Co | 89,291 | 1.34 | 10,257 | -4.27 | ||||
| 2025-07-29 | 13F | Roof Eidam & Maycock/adv | 48,065 | -3.61 | 6,092 | 6.37 | ||||
| 2025-08-07 | 13F | Panoramic Investment Advisors, Llc | 2,077 | -11.01 | 263 | -1.87 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 1,049,166 | -0.66 | 132,982 | 9.62 | ||||
| 2025-07-15 | 13F | McAdam, LLC | 5,376 | 6.27 | 681 | 17.21 | ||||
| 2025-08-04 | 13F | Carret Asset Management, Llc | 7,017 | 0.23 | 889 | 10.57 | ||||
| 2025-07-31 | 13F | Boothe Investment Group, Inc. | 1,807 | 229 | ||||||
| 2025-08-04 | 13F | Spinnaker Trust | 594,652 | -1.75 | 75,372 | 8.41 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 266 | 1.92 | 34 | 13.79 | ||||
| 2025-08-14 | 13F | Evercore Wealth Management, LLC | 13,512 | 0.00 | 1,713 | 10.31 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 1,760 | 0.06 | 223 | 10.40 | ||||
| 2025-07-10 | 13F | Tompkins Financial Corp | 40,145 | -17.31 | 5,088 | -8.75 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 90,082 | 14.76 | 11,418 | 26.62 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 386 | 0 | ||||||
| 2025-07-30 | 13F | Greenup Street Wealth Management Llc | 7,778 | -2.29 | 986 | 7.77 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 21,983 | -2.25 | 2,786 | 7.86 | ||||
| 2025-07-31 | 13F | Sage Mountain Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 144 | 0.70 | 18 | 12.50 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 52,934 | 8.63 | 7 | 20.00 | ||||
| 2025-04-14 | 13F | Strategic Wealth Designers | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-05-08 | 13F | Eastern Bank | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 11,914 | -2.93 | 1,510 | 7.17 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 94,364 | -1.39 | 12,086 | 9.95 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 16,170 | -15.68 | 2,050 | -6.95 | ||||
| 2025-08-14 | 13F | Betterment LLC | 306,480 | 67.45 | 39 | 80.95 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 1,565 | 88.10 | 180 | 77.23 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 2,046 | 0.05 | 259 | 10.68 | ||||
| 2025-07-29 | 13F | Aspiriant, Llc | 6,868 | 0.00 | 871 | 10.41 | ||||
| 2025-07-14 | 13F | Westend Capital Management LLC | 503 | 0.00 | 64 | 10.53 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-04-21 | 13F | SILVER OAK SECURITIES, Inc | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 3,111 | -6.58 | 394 | 3.14 | ||||
| 2025-07-10 | 13F | Kmg Fiduciary Partners, Llc | 3,387 | -0.03 | 429 | 10.28 | ||||
| 2025-07-11 | 13F | Adirondack Trust Co | 729 | -69.03 | 92 | -65.93 | ||||
| 2025-08-14 | 13F | Comerica Bank | 6,117 | 12.26 | 775 | 24.00 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 3,353 | -23.76 | 425 | -15.84 | ||||
| 2025-05-15 | 13F | Human Investing LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 1,664 | 211 | ||||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 9 | 0.00 | 1 | 0.00 | ||||
| 2025-08-06 | 13F | Long Run Wealth Advisors, LLC | 30,451 | -5.27 | 3,860 | 4.52 | ||||
| 2025-08-07 | 13F | Hughes Financial Services, LLC | 129 | 0.00 | 17 | 14.29 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 182,517 | 24.85 | 23,134 | 37.77 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 5,056 | 0.00 | 641 | 10.34 | ||||
| 2025-08-05 | 13F | Hills Bank & Trust Co | 5,939 | 0.00 | 753 | 10.26 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 84 | 0.00 | 11 | 11.11 | ||||
| 2025-07-14 | 13F | Acropolis Investment Management, LLC | 2,540 | 0.00 | 322 | 10.31 | ||||
| 2025-07-18 | 13F | First Pacific Financial | 17,025 | -5.24 | 2,158 | 4.56 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 3,396 | -44.23 | 0 | |||||
| 2025-07-23 | 13F | Arcadia Investment Advisors Llc | 975 | 0.62 | 124 | 10.81 | ||||
| 2025-08-08 | 13F | CWS Financial Advisors, LLC | 4,410 | 0.16 | 559 | 10.50 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 5 | 0.00 | 1 | |||||
| 2025-08-14 | 13F | Sand Hill Global Advisors, LLC | 3,038 | 0.00 | 385 | 10.32 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 20,542 | -2.21 | 2,604 | 7.87 | ||||
| 2025-07-30 | 13F | Cornerstone Advisory, LLC | 2,035 | 0.20 | 258 | 9.83 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 47,367 | -37.55 | 6,091 | -30.09 | ||||
| 2025-08-01 | 13F | Zhang Financial LLC | 1,697 | -75.93 | 215 | -73.42 | ||||
| 2025-08-12 | 13F | Associated Banc-corp | 2,629 | 333 | ||||||
| 2025-08-11 | 13F | Retirement Capital Strategies | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 10,549 | -5.61 | 1,362 | 6.08 | ||||
| 2025-08-14 | 13F | Fmr Llc | 10,129 | 1.51 | 1,284 | 11.95 | ||||
| 2025-07-24 | 13F | Villere St Denis J & Co Llc | 3,000 | 0.00 | 380 | 10.47 | ||||
| 2025-07-17 | 13F | HCR Wealth Advisors | 2,528 | -1.94 | 320 | 8.11 | ||||
| 2025-05-09 | 13F | Deutsche Bank Ag\ | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 187,899 | -7.09 | 23,816 | 2.53 | ||||
| 2025-08-05 | 13F | Peregrine Asset Advisers, Inc. | 3,787 | 0.00 | 480 | 10.34 | ||||
| 2025-05-01 | 13F | Grant/GrossMendelsohn, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 10,097 | -22.84 | 1,280 | -14.90 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 48,377 | -7.92 | 6,136 | 1.61 | ||||
| 2025-08-05 | 13F | Integrity Financial Corp /WA | 238 | 0.00 | 30 | 11.11 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 68,253 | -17.53 | 8,651 | -9.00 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 65,079 | 25.49 | 8,249 | 38.48 | ||||
| 2025-07-16 | 13F | Traveka Wealth, LLC | 2,000 | 0.00 | 254 | 10.48 | ||||
| 2025-05-14 | 13F | Change Path, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | First Foundation Advisors | 10,510 | 0.00 | 1,332 | 10.36 | ||||
| 2025-08-01 | 13F | Red Lighthouse Investment Management, Llc | 52 | -59.69 | 7 | -57.14 | ||||
| 2025-05-14 | 13F | Hsbc Holdings Plc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 22,678 | 43.80 | 2,874 | 58.70 | ||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 32,564 | -5.42 | 4,127 | 4.38 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 14,149 | -10.77 | 1,796 | -1.43 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 2,416 | 7.81 | 306 | 19.07 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Destination Wealth Management | 31,257 | 2.88 | 3,962 | 13.53 | ||||
| 2025-08-05 | 13F | Gould Asset Management Llc /ca/ | 13,308 | 0.00 | 1,687 | 10.34 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 42,615 | 13.01 | 5 | 25.00 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 30,047 | 1.83 | 3,808 | 12.36 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 5,430 | 1 | ||||||
| 2025-08-04 | 13F | Keybank National Association/oh | 54,281 | -3.49 | 6,880 | 6.50 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 5,145 | 33.98 | 591 | 26.82 | ||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 4,171 | 0.65 | 529 | 10.92 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 306,532 | 1.31 | 38,853 | 11.79 | ||||
| 2025-04-10 | 13F | Retireful, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | TriaGen Wealth Management LLC | 5,169 | -0.42 | 655 | 9.90 | ||||
| 2025-07-21 | 13F | Kennebec Savings Bank | 1,696 | -21.04 | 215 | -13.01 | ||||
| 2025-08-14 | 13F | Sherman Asset Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Sound View Wealth Advisors Group, LLC | 3,727 | -3.55 | 472 | 6.55 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 5,011 | -13.74 | 635 | -4.80 | ||||
| 2025-08-26 | 13F | Nautilus Advisors LLC | 6,200 | 0.00 | 786 | 10.25 | ||||
| 2025-08-04 | 13F | Mill Capital Management, LLC | 1,900 | 0.00 | 241 | 10.09 | ||||
| 2025-07-21 | 13F | Quent Capital, LLC | 95,424 | -2.10 | 12,095 | 8.02 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 1,464,867 | -1.40 | 185,672 | 8.80 | ||||
| 2025-07-09 | 13F | High Probability Advisors, LLC | 2,580 | 4.54 | 327 | 15.19 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 410 | 0.00 | 0 | |||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 665 | 89.46 | 84 | 110.00 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 5,473 | 0.00 | 694 | 10.35 | ||||
| 2025-07-18 | 13F | Swp Financial Llc | 2,609 | -4.75 | 331 | 5.10 | ||||
| 2025-07-11 | 13F | Diversified Trust Co | 2,323 | 0.00 | 294 | 10.53 | ||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 1,817 | -5.41 | 230 | 4.55 | ||||
| 2025-08-06 | 13F | Agf Management Ltd | 4,900 | 13.95 | 621 | 25.96 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 5,075 | 0.32 | 643 | 10.67 | ||||
| 2025-07-31 | 13F | Sharper & Granite LLC | 6,357 | -8.65 | 809 | 1.13 | ||||
| 2025-07-17 | 13F | Hengehold Capital Management Llc | 6,045 | -6.00 | 766 | 3.79 | ||||
| 2025-08-14 | 13F | Nepc Llc | 7,646 | -3.51 | 969 | 6.48 | ||||
| 2025-08-06 | 13F | SNS Financial Group, LLC | 3,970 | 0.00 | 503 | 10.31 | ||||
| 2025-07-23 | 13F | Peak Financial Management, Inc. | 4,575 | 2.01 | 580 | 12.43 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 6,204 | -7.46 | 786 | 2.08 | ||||
| 2025-08-14 | 13F | Laird Norton Trust Company, Llc | 27,064 | 0.00 | 3,430 | 10.36 | ||||
| 2025-07-31 | 13F | Resonant Capital Advisors, LLC | 12,125 | 0.00 | 1,537 | 10.34 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 3,828 | -0.36 | 485 | 9.98 | ||||
| 2025-07-29 | 13F | Private Wealth Management Group, LLC | 2,112 | 0.96 | 268 | 11.25 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 3,494 | 2.49 | 443 | 13.04 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 466 | -9.34 | 59 | 0.00 | ||||
| 2025-07-10 | 13F | Ryan Investment Management, Inc. | 12,543 | 1,590 | ||||||
| 2025-07-15 | 13F | Cranbrook Wealth Management, LLC | 853 | -4.48 | 108 | 5.88 | ||||
| 2025-07-31 | 13F | Money Design Co.,Ltd. | 133,471 | 0.41 | 17 | 6.67 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 457 | -12.62 | 58 | -5.00 | ||||
| 2025-08-11 | 13F | Bradley Foster & Sargent Inc/ct | 3,600 | 0.00 | 456 | 10.41 | ||||
| 2025-07-11 | 13F | Caldwell Securities, Inc | 22 | 0.00 | 3 | 0.00 | ||||
| 2025-07-17 | 13F | Baron Silver Stevens Financial Advisors, Llc | 1,779 | 0.00 | 225 | 10.29 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 13,887 | 0.12 | 1,760 | 10.48 | ||||
| 2025-08-14 | 13F | Clarity Asset Management, Inc. | 38 | 0.00 | 5 | 0.00 | ||||
| 2025-07-22 | 13F | Grimes & Company, Inc. | 31,004 | 3.06 | 3,930 | 13.72 | ||||
| 2025-07-29 | 13F | Consilio Wealth Advisors, Llc | 2,178 | 274 | ||||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 2,760 | 0.00 | 350 | 10.09 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 1,040,107 | 4.28 | 131,834 | 15.07 | ||||
| 2025-08-08 | 13F | Empower Advisory Group, LLC | 2,933 | 0.00 | 372 | 10.42 | ||||
| 2025-08-01 | 13F | Cobblestone Capital Advisors Llc /ny/ | 30,965 | -6.31 | 3,925 | 3.37 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 544 | 5.22 | 69 | 15.25 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 29,994 | 3,802 | ||||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 2,080 | -49.73 | 264 | -44.63 | ||||
| 2025-07-29 | 13F | Kelman-Lazarov, Inc. | 2,723 | 0.00 | 345 | 10.58 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 7,144 | 906 | ||||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 21,220 | 0.00 | 2,690 | 10.34 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 5,724 | 0.00 | 658 | -5.47 | ||||
| 2025-07-22 | 13F | Prentiss Smith & Co Inc | 8,347 | -1.13 | 1,058 | 9.08 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 871 | -27.36 | 110 | -19.71 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 478 | 0.00 | 61 | 11.11 | ||||
| 2025-04-30 | 13F | Bank Hapoalim Bm | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | Bank of New Hampshire | 5,990 | 0.00 | 759 | 10.32 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 19,703 | 0.00 | 2,497 | 10.34 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 16,369 | 8.63 | 2,323 | 34.20 | ||||
| 2025-08-14 | 13F | Aprio Wealth Management, LLC | 17,592 | -1.34 | 2,230 | 8.84 | ||||
| 2025-07-24 | 13F | Financial Connections Group, Inc. | 1,350 | 0.00 | 0 | |||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 3,229 | 24.34 | 409 | 37.25 | ||||
| 2025-08-08 | 13F | ProVise Management Group, LLC | 4,898 | -2.43 | 621 | 7.64 | ||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 2,150 | 0.00 | 273 | 10.57 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 19,130 | -3.55 | 2,425 | 6.41 | ||||
| 2025-08-07 | 13F | Rollins Financial Advisors, LLC | 5,968 | -1.65 | 756 | 8.46 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 55,226 | 9.47 | 7,000 | 20.80 | ||||
| 2025-08-14 | 13F | Fairview Capital Investment Management, Llc | 2,720 | -5.23 | 345 | 4.56 | ||||
| 2025-08-14 | 13F | UBS Group AG | 489,647 | -7.02 | 62,063 | 2.60 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 36,139 | -0.37 | 4,581 | 9.94 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 371,470 | -2.64 | 47,084 | 7.42 | ||||
| 2025-07-22 | 13F | Stanich Group LLC | 1,681 | -16.20 | 214 | -6.96 | ||||
| 2025-08-01 | 13F | First Command Advisory Services, Inc. | 5,093 | -0.14 | 645 | 10.26 | ||||
| 2025-08-13 | 13F | Shepherd Financial Partners LLC | 22,360 | -0.67 | 2,834 | 9.63 | ||||
| 2025-07-07 | 13F | Wesbanco Bank Inc | 8,875 | -5.09 | 1,125 | 4.66 | ||||
| 2025-08-12 | 13F | Putnam Fl Investment Management Co | 8,478 | 11.64 | 1,075 | 23.17 | ||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 1,085 | -14.90 | 138 | -6.16 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 30,760 | -6.98 | 3,899 | 2.63 | ||||
| 2025-07-23 | 13F | Charter Trust Co | 2,402 | -11.10 | 304 | -1.94 | ||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 13,844 | -8.83 | 1,755 | 0.57 | ||||
| 2025-08-14 | 13F | CIBC Asset Management Inc | 4,010 | 0.00 | 508 | 10.43 | ||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 3,162 | -0.82 | 401 | 9.29 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 8,514 | 1.42 | 1,105 | 15.95 | ||||
| 2025-08-14 | 13F | Family Management Corp | 1,686 | 0.00 | 214 | 10.36 | ||||
| 2025-07-18 | 13F | Marino, Stram & Associates Llc | 9,426 | 0.21 | 1,195 | 10.56 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 30,054 | 36.74 | 3,809 | 50.91 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 1,632 | 207 | ||||||
| 2025-08-25 | 13F/A | Neuberger Berman Group LLC | 2,131 | 5.18 | 270 | 16.38 | ||||
| 2025-08-07 | 13F | Commerce Bank | 18,280 | 0.00 | 2,317 | 10.34 | ||||
| 2025-07-18 | 13F | TruNorth Capital Management, LLC | 4,935 | 0.00 | 625 | 10.42 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 12,940 | -6.11 | 1,640 | 3.60 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 9,971 | 0.00 | 1,264 | 10.31 | ||||
| 2025-07-29 | 13F | Curbstone Financial Management Corp | 4,116 | 522 | ||||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 186 | 24 | ||||||
| 2025-07-29 | 13F | Regions Financial Corp | 59,639 | -1.17 | 7,559 | 9.05 | ||||
| 2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 1,995 | 0.15 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 30 | -40.00 | 4 | -40.00 | ||||
| 2025-07-11 | 13F | Bell Bank | 4,715 | -2.86 | 598 | 7.18 | ||||
| 2025-08-13 | 13F | Portland Global Advisors LLC | 9,680 | -1.02 | 1,227 | 9.17 | ||||
| 2025-07-18 | 13F | Forza Wealth Management, LLC | 1,992 | 252 | ||||||
| 2025-08-11 | 13F | Mill Creek Capital Advisors, LLC | 10,636 | 0.16 | 1,348 | 10.58 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 7,482 | -19.10 | 948 | -10.73 | ||||
| 2025-07-10 | 13F | SK Wealth Management, LLC | 7,018 | 6.38 | 896 | 28.04 | ||||
| 2025-07-29 | 13F | Creekside Partners | 1,869 | -25.45 | 237 | -18.06 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 2,505 | 1.25 | 318 | 11.62 | ||||
| 2025-04-23 | 13F | Financial Life Planners | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 18,853 | -11.54 | 2,390 | -2.41 | ||||
| 2025-08-14 | 13F | Common Fund For Nonprofit Organizations | 3,418 | -1.92 | 433 | 8.25 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 206,215 | 48.28 | 26,138 | 63.62 | ||||
| 2025-08-11 | 13F | Wealthgarden F.s. Llc | 2,196 | 0.50 | 282 | 12.80 | ||||
| 2025-08-25 | 13F | Silverlake Wealth Management Llc | 4,894 | -3.17 | 620 | 6.90 | ||||
| 2025-08-12 | 13F | Coston, McIsaac & Partners | 333 | 0.00 | 0 | |||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 164 | 0.00 | 21 | 11.11 | ||||
| 2025-07-25 | 13F | LRI Investments, LLC | 5,430 | 0.00 | 688 | 10.43 | ||||
| 2025-08-14 | 13F | Fiduciary Trust Co | 3,377 | -3.13 | 428 | 7.00 | ||||
| 2025-07-10 | 13F | Stewardship Advisors, LLC | 93,112 | -1.93 | 11,802 | 8.21 | ||||
| 2025-08-12 | 13F | Weaver Consulting Group | 3,682 | 0.00 | 467 | 10.43 | ||||
| 2025-07-15 | 13F | North Star Investment Management Corp. | 3,869 | 2.65 | 490 | 13.43 | ||||
| 2025-07-22 | 13F | Legacy Trust | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 154 | 0.00 | 20 | 11.76 | ||||
| 2025-08-13 | 13F | Haverford Trust Co | 8,480 | 0.00 | 1,075 | 10.27 | ||||
| 2025-08-05 | 13F | Ellevest, Inc. | 13,582 | -93.24 | 1,722 | -92.54 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 2,827 | -10.03 | 358 | -0.56 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 8,312 | 2.76 | 1,054 | 13.35 | ||||
| 2025-08-01 | 13F | Biltmore Family Office, LLC | 10 | 1 | ||||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 11,134 | -13.90 | 1,411 | -4.98 | ||||
| 2025-07-09 | 13F | Finley Financial, LLC | 7,610 | 0.00 | 965 | 10.80 | ||||
| 2025-08-07 | 13F | Fund Evaluation Group, LLC | 124,086 | -3.54 | 15,715 | 6.44 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 744 | 0.00 | 94 | 10.59 | ||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 5,080 | -3.84 | 644 | 6.11 | ||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 1,678 | -7.60 | 213 | 1.92 | ||||
| 2025-08-14 | 13F/A | Bank Julius Baer & Co. Ltd, Zurich | 9,849 | 13.04 | 1,248 | 10.34 | ||||
| 2025-07-25 | 13F | McNamara Financial Services, Inc. | 2,888 | -0.69 | 366 | 9.58 | ||||
| 2025-08-12 | 13F | Wealthbridge Capital Management, Llc | 4,717 | 3.28 | 598 | 13.93 | ||||
| 2025-08-04 | 13F | Pinnacle Associates Ltd | 4,585 | -11.71 | 581 | -2.52 | ||||
| 2025-07-11 | 13F | Hilltop Wealth Advisors, Llc | 43,247 | 1.10 | 5,482 | 11.56 | ||||
| 2025-08-07 | 13F | Brio Consultants, LLC | 4,840 | 24.77 | 613 | 37.75 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 14,540 | -0.83 | 1,877 | 10.22 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 2,034 | 0.00 | 258 | 10.30 | ||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 4,616 | -19.15 | 585 | -10.69 | ||||
| 2025-07-18 | 13F | Consolidated Planning Corp | 25,173 | 0.25 | 3,191 | 10.61 | ||||
| 2025-08-14 | 13F | Advisor OS, LLC | 1,711 | -24.53 | 217 | -16.92 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 617 | 0.16 | 78 | 11.43 | ||||
| 2025-08-06 | 13F | Longview Financial Advisors LLC | 1,384 | 0.00 | 175 | 10.76 | ||||
| 2025-08-12 | 13F | Guerra Pan Advisors, Llc | 2,525 | 0.00 | 320 | 10.34 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 29,082 | -5.87 | 3,686 | 3.86 | ||||
| 2025-08-11 | 13F | One Capital Management, LLC | 5,454 | -66.79 | 691 | -63.36 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 29,351 | 1.58 | 3,720 | 12.08 | ||||
| 2025-08-06 | 13F | Zevin Asset Management Llc | 3,937 | 0.00 | 0 | |||||
| 2025-08-07 | 13F | Fountainhead AM, LLC | 8,271 | -8.02 | 1,048 | 1.55 | ||||
| 2025-08-13 | 13F | Van Hulzen Asset Management, LLC | 1,705 | 216 | ||||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 345 | 0.00 | 44 | 10.26 | ||||
| 2025-07-14 | 13F | Harbor Group, Inc. | 3,624 | 5.66 | 459 | 16.50 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 388,825 | 20.29 | 49,284 | 32.73 | ||||
| 2025-08-08 | 13F | IMA Wealth, Inc. | 477,637 | 1.69 | 60,541 | 12.20 | ||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 14,079 | -1.53 | 1,784 | 8.65 | ||||
| 2025-07-31 | 13F | 3EDGE Asset Management, LP | 23,077 | -50.99 | 2,925 | -45.93 | ||||
| 2025-07-17 | 13F | One Wealth Advisors, LLC | 17,086 | -1.69 | 2,166 | 8.47 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 4,635 | -9.82 | 588 | -5.93 | ||||
| 2025-07-11 | 13F | Bond & Devick Financial Network, Inc. | 11,739 | -1.13 | 1,488 | 9.10 | ||||
| 2025-08-08 | 13F | VERITY Wealth Advisors | 23,554 | 0.00 | 2,985 | 10.35 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 5,035 | 6.20 | 638 | 17.28 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 2,025 | 0 | ||||||
| 2025-08-15 | 13F | Lgl Partners, Llc | 2,492 | 0.20 | 322 | 12.63 | ||||
| 2025-07-23 | 13F | ETF Portfolio Partners, Inc. | 1,821 | 231 | ||||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 52,517 | 0.35 | 6,657 | 10.73 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 41 | -8.89 | 5 | 0.00 | ||||
| 2025-07-29 | 13F | Riverbend Wealth Management, LLC | 5,000 | 0.00 | 634 | 10.28 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 1,916 | 0.00 | 243 | 10.00 | ||||
| 2025-07-14 | 13F | Mechanics Bank Trust Department | 4,717 | 31.03 | 598 | 44.55 | ||||
| 2025-08-14 | 13F | Integrated Investment Consultants, LLC | 9,560 | 0.00 | 1,212 | 10.29 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 22,374 | 0.25 | 2,836 | 10.61 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 173,532 | 4.92 | 21,983 | 15.71 | ||||
| 2025-07-14 | 13F | Abound Wealth Management | 13 | 0.00 | 2 | 0.00 | ||||
| 2025-07-09 | 13F | OLIO Financial Planning | 2,293 | 291 | ||||||
| 2025-07-15 | 13F | Well Done, LLC | 5,906 | 5.88 | 748 | 10.32 | ||||
| 2025-07-24 | 13F | PayPay Securities Corp | 36 | -5.26 | 5 | 0.00 | ||||
| 2025-07-22 | 13F | Sage Financial Group Inc | 4,375 | 0.07 | 555 | 10.36 | ||||
| 2025-07-31 | 13F | Moment Partners, LLC | 7,953 | -1.17 | 1,008 | 9.09 | ||||
| 2025-08-05 | 13F | Frederick Financial Consultants, LLC | 2,074 | 0.00 | 263 | 10.08 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 23,768 | -24.30 | 3,013 | -16.47 | ||||
| 2025-07-29 | 13F | Kraft, Davis & Associates, LLC | 5,097 | -6.77 | 661 | 11.28 | ||||
| 2025-05-09 | 13F | GeoWealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 46,362 | -5.28 | 6 | 0.00 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 7,606 | 0.00 | 964 | 10.42 | ||||
| 2025-08-14 | 13F | Balanced Rock Investment Advisor | 2,528 | -6.02 | 320 | 3.56 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 10,667 | -51.81 | 1,352 | -46.81 | ||||
| 2025-08-12 | 13F | Running Point Capital Advisors, LLC | 495 | 0.00 | 63 | 10.71 | ||||
| 2025-08-13 | 13F | M&t Bank Corp | 503,649 | -2.40 | 63,838 | 7.69 | ||||
| 2025-07-21 | 13F | Warner Financial, Inc | 3,702 | -6.09 | 0 | |||||
| 2025-08-05 | 13F | American Capital Advisory, LLC | 122 | 5.17 | 15 | 15.38 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 14,433 | 110.98 | 1,829 | 132.99 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 875 | -90.06 | 111 | -89.12 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 0 | -100.00 | 0 | ||||
| 2025-07-16 | 13F | Magnus Financial Group LLC | 2,074 | 0.24 | 263 | 10.55 | ||||
| 2025-07-03 | 13F | Garde Capital, Inc. | 35,150 | -6.56 | 4,455 | 3.10 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 10,431 | -1.23 | 1,322 | 8.99 | ||||
| 2025-08-11 | 13F | Birchbrook, Inc. | 3,991 | -28.63 | 506 | -21.34 | ||||
| 2025-08-06 | 13F | Destiny Capital Corp/CO | 8,352 | 0.00 | 1,059 | 10.32 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 1,845 | 0.05 | 234 | 10.43 | ||||
| 2025-04-29 | 13F | Financial Network Wealth Management LLC | 32,984 | -0.41 | 4 | -25.00 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 125,345 | -8.02 | 15,887 | 1.49 | ||||
| 2025-05-02 | 13F | Whittier Trust Co | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | MEMBERS Trust Co | 9,742 | 2.15 | 1,235 | 12.69 | ||||
| 2025-07-16 | 13F | Dakota Wealth Management | 2,503 | 0.16 | 317 | 10.45 | ||||
| 2025-08-14 | 13F | Punch & Associates Investment Management, Inc. | 190 | 0.00 | 24 | 14.29 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 25,451 | 19.53 | 3,228 | 32.84 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 1,714 | 2,536.92 | 208 | 2,871.43 | ||||
| 2025-07-15 | 13F | LVZ Advisors, Inc. | 3,052 | 2.90 | 387 | 13.53 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 11,483 | -9.90 | 1,455 | -0.61 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 120 | 0.00 | 15 | 15.38 | ||||
| 2025-05-09 | 13F | Thoroughbred Financial Services, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 7,753 | -0.58 | 983 | 9.72 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 971 | 10.34 | ||||||
| 2025-08-13 | 13F | Boston Family Office Llc | 1,600 | 0 | ||||||
| 2025-07-18 | 13F | Citrine Capital LLC | 7,250 | 0.00 | 919 | 10.34 | ||||
| 2025-08-04 | 13F | Capital Performance Advisors Llp | 2,525 | 0.00 | 320 | 10.34 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 17,959 | 1.42 | 2,276 | 11.90 | ||||
| 2025-08-14 | 13F | AllSquare Wealth Management LLC | 2,210 | 0.00 | 280 | 10.67 | ||||
| 2025-07-21 | 13F | Financial Services Advisory Inc | 13,409 | -6.50 | 1,700 | 3.16 | ||||
| 2025-08-11 | 13F | Bell Investment Advisors, Inc | 1,787 | 95.09 | 226 | 115.24 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 4,787 | -1.26 | 607 | 8.99 | ||||
| 2025-05-07 | 13F | WMS Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-05 | 13F | Lindbrook Capital, Llc | 100 | 0.00 | 11 | -8.33 | ||||
| 2025-07-25 | 13F | Natural Investments, Llc | 3,061 | -16.55 | 0 | |||||
| 2025-05-09 | 13F | Advyzon Investment Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Bradley & Co. Private Wealth Management, LLC | 3,984 | 0.00 | 505 | 10.28 | ||||
| 2025-07-11 | 13F | Mallini Complete Financial Planning LLC | 432 | 10.49 | ||||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 850 | 0.00 | 108 | 10.31 | ||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 431 | 0.00 | 55 | 10.20 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 21,595 | 2.14 | 2,737 | 12.73 | ||||
| 2025-07-17 | 13F | New Covenant Trust Company, N.A. | 16,283 | 0.00 | 2,051 | 10.39 | ||||
| 2025-08-01 | 13F | Capital Investment Counsel, LLC | 6,000 | -10.03 | 760 | -0.78 | ||||
| 2025-08-11 | 13F | Hexagon Capital Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Axis Wealth Partners, LLC | 2,172 | 0.88 | 275 | 11.34 | ||||
| 2025-07-28 | 13F | Smart Portfolios, LLC | 7,432 | -1.08 | 942 | 9.15 | ||||
| 2025-08-11 | 13F | Heritage Wealth Advisors | 165 | 0.00 | 21 | 11.11 | ||||
| 2025-07-15 | 13F | Retirement Income Solutions, Inc | 1,607 | 204 | ||||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 27,502 | 8.24 | 3,486 | 19.47 | ||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 390 | 0.00 | 49 | 11.36 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 590,215 | -9.33 | 74,817 | 0.10 | ||||
| 2025-04-28 | 13F | Strategic Financial Concepts, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-10 | 13F | Charter Oak Capital Management, LLC | 75,706 | -0.90 | 9,596 | 9.36 | ||||
| 2025-08-14 | 13F | Glenview Trust Co | 42,500 | 0.00 | 5,387 | 10.35 | ||||
| 2025-07-21 | 13F | West Financial Advisors, LLC | 5,213 | 0.00 | 661 | 10.37 | ||||
| 2025-07-14 | 13F | Signature Securities Group Corporation | 2,484 | 0.20 | 315 | 10.56 | ||||
| 2025-07-25 | 13F | JustInvest LLC | 15,933 | -4.96 | 2,020 | 4.88 | ||||
| 2025-08-05 | 13F | Crestwood Advisors Group LLC | 19,844 | -4.02 | 2,515 | 5.89 | ||||
| 2025-07-23 | 13F | Bluestem Financial Advisors, Llc | 10,507 | -7.12 | 1,332 | 2.46 | ||||
| 2025-07-31 | 13F | Fielder Capital Group LLC | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Financial Counselors Inc | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Wolff Wiese Magana Llc | 330 | 0.00 | 42 | 10.81 | ||||
| 2025-07-24 | 13F | Ulland Investment Advisors, LLC | 3,880 | 0.00 | 0 | |||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 588,010 | 2.66 | 74,530 | 13.27 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 5,973 | -30.88 | 757 | -23.92 | ||||
| 2025-07-16 | 13F | Meridian Financial, LLC | 4,718 | -4.07 | 598 | 6.03 | ||||
| 2025-08-01 | 13F | GoalVest Advisory LLC | 11,539 | 32.37 | 1,463 | 46.05 | ||||
| 2025-08-13 | 13F | Harfst & Associates, Inc. | 1,891 | 0.00 | 240 | 10.14 | ||||
| 2025-05-02 | 13F | Hudock, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 11,817 | 0.00 | 1,498 | 10.32 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 23,929 | -1.19 | 3,033 | 9.06 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 7,894 | -0.13 | 1,001 | 10.25 | ||||
| 2025-07-17 | 13F | Refined Wealth Management | 1,833 | 0.00 | 232 | 10.48 | ||||
| 2025-08-07 | 13F | LFA - Lugano Financial Advisors SA | 1,343 | -97.19 | 170 | -96.91 | ||||
| 2025-05-15 | 13F | Two Sigma Securities, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Diversified Enterprises, LLC | 4,099 | -12.10 | 520 | -2.99 | ||||
| 2025-08-05 | 13F | Freestone Capital Holdings, LLC | 7,479 | -27.99 | 948 | -20.62 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 1,859 | 236 | ||||||
| 2025-08-11 | 13F | Wescott Financial Advisory Group, LLC | 13,730 | 16.96 | 1,740 | 29.08 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 3,735 | 92.23 | 473 | 112.11 | ||||
| 2025-07-22 | 13F | Relyea Zuckerberg Hanson LLC | 27,110 | -3.98 | 3,436 | 5.95 | ||||
| 2025-08-06 | 13F/A | Flagship Private Wealth, LLC | 2,354 | -0.59 | 298 | 9.56 | ||||
| 2025-08-01 | 13F | Chilton Capital Management Llc | 145 | -51.67 | 18 | -47.06 | ||||
| 2025-05-05 | 13F | Diversify Advisory Services, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 2,088 | 0.00 | 265 | 10.46 | ||||
| 2025-07-31 | 13F | Kathleen S. Wright Associates Inc. | 96 | 12 | ||||||
| 2025-07-30 | 13F | Evermay Wealth Management Llc | 0 | -100.00 | 0 | |||||
| 2025-08-18 | 13F | Pacific Center for Financial Services | 4,254 | 0.05 | 539 | 10.45 | ||||
| 2025-08-05 | 13F | Kesler, Norman & Wride, LLC | 4,662 | 0.00 | 591 | 10.28 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 2,331 | 295 | ||||||
| 2025-07-09 | 13F | Parkside Advisors LLC | 9,217 | -2.13 | 1,168 | 8.05 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 3,191 | 405 | ||||||
| 2025-08-14 | 13F | Wealth Preservation Advisors, LLC | 114 | -45.19 | 14 | -39.13 | ||||
| 2025-05-16 | 13F | Arete Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Archetype Wealth Partners | 3,543 | -4.22 | 0 | |||||
| 2025-07-22 | 13F | Financial Insights, Inc. | 1,840 | 0.00 | 233 | 10.43 | ||||
| 2025-07-21 | 13F/A | Abacus Planning Group, Inc. | 8,627 | -1.78 | 1,093 | 8.43 | ||||
| 2025-07-07 | 13F | Investors Research Corp | 645 | 8.77 | 82 | 19.12 | ||||
| 2025-07-14 | 13F | Parkshore Wealth Management, Inc. | 1,697 | 215 | ||||||
| 2025-07-15 | 13F | BigSur Wealth Management LLC | 32,000 | 0.00 | 4,056 | 10.37 | ||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 6,516 | 3.12 | 826 | 13.79 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 3,283 | 0.00 | 416 | 10.34 | ||||
| 2025-07-11 | 13F | Colorado Capital Management, Inc. | 13,469 | -9.82 | 2 | -50.00 | ||||
| 2025-05-13 | 13F | Granite Investment Partners, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 4,384 | 1.98 | 556 | 12.58 | ||||
| 2025-08-05 | 13F | McGinn Investment Management, Inc. | 8,098 | -0.17 | 1 | |||||
| 2025-08-14 | 13F | Connecticut Wealth Management, LLC | 3,082 | 7.80 | 391 | 18.90 | ||||
| 2025-07-29 | 13F | Angeles Wealth Management, Llc | 45 | 6 | ||||||
| 2025-08-11 | 13F | Farrow Financial Inc. | 97,580 | 1.31 | 12,368 | 11.79 | ||||
| 2025-08-08 | 13F | Mjp Associates Inc /adv | 1,682 | -24.84 | 213 | -17.12 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 425,834 | -71.61 | 53,975 | -68.67 | ||||
| 2025-08-12 | 13F | Journey Strategic Wealth Llc | 9,644 | -3.62 | 1,222 | 6.35 | ||||
| 2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 5,397 | 0.90 | 684 | 11.40 | ||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 30,270 | -1.91 | 3,928 | 10.81 | ||||
| 2025-08-13 | 13F | Milestone Investment Advisors LLC | 12,445 | -13.34 | 1,577 | -4.37 | ||||
| 2025-07-29 | 13F | TFC Financial Management | 8,690 | 1,101 | ||||||
| 2025-07-25 | 13F | Concord Wealth Partners | 540 | 68 | ||||||
| 2025-08-13 | 13F | Baker Avenue Asset Management, LP | 11,642 | -12.60 | 1,476 | -3.59 | ||||
| 2025-08-08 | 13F | Wealth Alliance | 3,270 | 0.21 | 414 | 10.70 | ||||
| 2025-08-08 | 13F | Tanglewood Legacy Advisors, LLC | 104 | 0.00 | 13 | 18.18 | ||||
| 2025-07-23 | 13F | Litman Gregory Asset Management LLC | 14,751 | 0.00 | 1,870 | 10.33 | ||||
| 2025-08-04 | 13F | Ledyard National Bank | 22,347 | 5.76 | 2,832 | 16.69 | ||||
| 2025-08-13 | 13F | Colonial Trust Advisors | 650 | 0.00 | 82 | 10.81 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 1,305 | -29.19 | 165 | -21.80 | ||||
| 2025-08-13 | 13F | Aufman Associates Inc | 2,615 | 0.15 | 331 | 10.70 | ||||
| 2025-07-23 | 13F | Winthrop Advisory Group LLC | 12,287 | -3.75 | 1,557 | 6.21 | ||||
| 2025-07-25 | 13F | Wealth Architects, LLC | 2,734 | -12.60 | 347 | -3.62 | ||||
| 2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 9,708 | 6.35 | 1,231 | 17.37 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 106,435 | 1.24 | 13,491 | 11.70 | ||||
| 2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Brown Advisory Inc | 4,998 | 0.00 | 633 | 10.28 | ||||
| 2025-08-05 | 13F | Allodium Investment Consultants, LLC | 3,938 | 19.66 | 499 | 32.01 | ||||
| 2025-08-13 | 13F | IAG Wealth Partners, LLC | 2,059 | 10.82 | 261 | 22.07 | ||||
| 2025-07-18 | 13F | Parsons Capital Management Inc/ri | 5,481 | -2.92 | 695 | 7.10 | ||||
| 2025-07-22 | 13F | Penobscot Investment Management Company, Inc. | 2,056 | 0.00 | 261 | 10.17 | ||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 12,240 | 0.00 | 1,551 | 10.31 | ||||
| 2025-08-07 | 13F | Flagship Wealth Advisors, Llc | 871 | -26.81 | 110 | -19.12 | ||||
| 2025-04-15 | 13F | Transform Wealth, LLC | 2,883 | -5.63 | 331 | -10.78 | ||||
| 2025-08-08 | 13F | Bailard, Inc. | 22,868 | -6.09 | 2,899 | 3.61 | ||||
| 2025-07-29 | 13F | Crux Wealth Advisors | 6,181 | -79.83 | 783 | -77.76 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 317 | 0.00 | 40 | 25.00 | ||||
| 2025-03-12 | 13F/A | Private Capital Management Llc | 162 | -64.32 | 18 | -63.27 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 5,038 | -2.08 | 639 | 7.95 | ||||
| 2025-07-28 | 13F | WJ Wealth Management, LLC | 5,400 | 0.00 | 684 | 10.32 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 1,700 | -86.07 | 215 | -84.65 | ||||
| 2025-07-17 | 13F | Keystone Global Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 1,614 | 205 | ||||||
| 2025-08-14 | 13F | Permanens Capital L.P. | 24,577 | -49.47 | 3,115 | -44.25 | ||||
| 2025-08-13 | 13F | Capital Advisors Wealth Management, LLC | 2,127 | -4.62 | 270 | 5.08 | ||||
| 2025-08-05 | 13F | Arrowroot Family Office, LLC | 2,879 | -15.79 | 365 | -12.29 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 5,524 | 700 | ||||||
| 2025-05-02 | 13F | Wealthfront Advisers Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Addison Advisors LLC | 12,212 | -0.12 | 1,548 | 10.19 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 2,382 | 0.00 | 302 | 10.26 | ||||
| 2025-08-06 | 13F | Hallmark Capital Management Inc | 350 | 0.00 | 44 | 10.00 | ||||
| 2025-07-15 | 13F | Affinity Wealth Management Llc | 3,406 | 0.00 | 432 | 10.23 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 232 | 0.00 | 0 | |||||
| 2025-05-07 | 13F | Mitchell Sinkler & Starr/pa | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Corundum Group, Inc. | 64,099 | -3.31 | 8,125 | 6.70 | ||||
| 2025-08-15 | 13F | Global View Capital Management LLC | 1,902 | -40.00 | 241 | -33.79 | ||||
| 2025-05-14 | 13F | Pilgrim Partners Asia Pte Ltd | 6,800 | 21.43 | 781 | 14.85 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 9,044 | 0.00 | 1,146 | 10.40 | ||||
| 2025-07-28 | 13F | Morris Financial Concepts, Inc. | 5,555 | 13.46 | 704 | 25.27 | ||||
| 2025-08-13 | 13F | Acorns Advisers, LLC | 426,341 | 11.56 | 54 | 25.58 | ||||
| 2025-08-06 | 13F | Trillium Asset Management, Llc | 3,648 | -2.67 | 462 | 7.19 | ||||
| 2025-07-17 | 13F | Willow Creek Wealth Management Inc. | 7,679 | 0.00 | 973 | 10.32 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 432,818 | -10.51 | 54,860 | -1.25 | ||||
| 2025-07-30 | 13F | Pittenger & Anderson Inc | 1,942 | 0.00 | 246 | 10.31 | ||||
| 2025-07-14 | 13F | Sound Stewardship, LLC | 3,383 | -60.35 | 429 | -56.33 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 16,400 | 62.78 | 2,079 | 79.60 | ||||
| 2025-08-07 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 3,937 | 0.25 | 499 | 10.64 | ||||
| 2025-08-08 | 13F | eCIO, Inc. | 58,174 | 95.66 | 7,374 | 115.90 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 344 | -56.35 | 44 | -52.22 | ||||
| 2025-08-18 | 13F | Front Row Advisors LLC | 423 | 0.00 | 54 | 10.42 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 178,395 | -2.40 | 22,612 | 7.70 | ||||
| 2025-08-12 | 13F | Richmond Investment Services, LLC | 4,662 | 100.17 | 591 | 120.97 | ||||
| 2025-07-23 | 13F | Vontobel Holding Ltd. | 4,864 | 0.00 | 617 | 10.39 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 27,974 | 9.34 | 3,525 | 20.64 | ||||
| 2025-07-15 | 13F | Graypoint LLC | 5,014 | 0.02 | 635 | 10.43 | ||||
| 2025-07-23 | 13F | Traphagen Investment Advisors Llc | 7,589 | -8.29 | 962 | 1.16 | ||||
| 2025-07-10 | 13F | Ferguson Wellman Capital Management, Inc | 2,676 | -13.00 | 339 | -3.97 | ||||
| 2025-08-12 | 13F | Foster Dykema Cabot & Partners, Llc | 1,136 | 0.00 | 144 | 10.00 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 2,278 | 0.00 | 289 | 10.34 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 11,542 | 5.26 | 1,463 | 16.20 | ||||
| 2025-07-23 | 13F | Bear Mountain Capital, Inc. | 37,899 | 4.14 | 4,846 | 16.43 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 6,296 | 0.00 | 798 | 10.24 | ||||
| 2025-07-10 | 13F | Shira Ridge Wealth Management | 287,444 | -0.01 | 36,434 | 10.33 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 1,268 | -5.44 | 161 | 3.90 | ||||
| 2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 2,451 | 0.00 | 311 | 10.32 | ||||
| 2025-08-13 | 13F | Millstone Evans Group, LLC | 731 | 0.00 | 93 | 10.84 | ||||
| 2025-08-14 | 13F | Oxford Financial Group Ltd | 2,998 | 0.00 | 380 | 10.17 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Mason & Associates Inc | 2,020 | 0.00 | 256 | 10.34 | ||||
| 2025-08-06 | 13F | Round Rock Advisors, LLC | 8,616 | -3.48 | 1,092 | 6.54 | ||||
| 2025-07-30 | 13F | Klingman & Associates, LLC | 2,694 | 0.00 | 341 | 10.36 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 45,818 | -10.87 | 5,807 | -1.64 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 806,204 | -1.00 | 102,186 | 9.24 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 53,058 | -2.88 | 6,725 | 7.17 | ||||
| 2025-07-29 | 13F | Progressive Investment Management Corp | 4,000 | 0.00 | 507 | 10.46 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 3,333 | 29.89 | 422 | 43.54 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 3,011 | -7.64 | 382 | 1.87 | ||||
| 2025-07-22 | 13F | Marks Group Wealth Management, Inc | 4,878 | 0.00 | 618 | 10.36 | ||||
| 2025-08-05 | 13F | Pointe Capital Management LLC | 1,752 | 0.00 | 222 | 10.45 | ||||
| 2025-07-30 | 13F | Red Crane Wealth Management, Llc | 9,062 | 3.28 | 1,149 | 14.00 | ||||
| 2025-08-08 | 13F | Accredited Investors Inc. | 55,584 | -6.95 | 7,045 | 2.68 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 1,800 | -1.04 | 228 | 9.62 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 832 | 105 | ||||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 14,890 | 15.21 | 1,887 | 27.16 | ||||
| 2025-08-11 | 13F | Highview Capital Management LLC/DE/ | 3,413 | 0.00 | 433 | 10.20 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 19,827 | -8.49 | 3 | 0.00 | ||||
| 2025-07-15 | 13F | Pine Haven Investment Counsel, Inc | 3,279 | 0.00 | 416 | 10.37 |
Other Listings
| MX:SUSA |
