Mga Batayang Estadistika
| Pemilik Institusional | 299 total, 299 long only, 0 short only, 0 long/short - change of -0.66% MRQ |
| Alokasi Portofolio Rata-rata | 0.1898 % - change of 6.83% MRQ |
| Saham Institusional (Jangka Panjang) | 26,749,359 (ex 13D/G) - change of 0.02MM shares 0.06% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 627,198 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
iShares Trust - iShares ESG Aware 1-5 Year USD Corporate Bond ETF (US:SUSB) memiliki 299 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 26,749,359 saham. Pemegang saham terbesar meliputi Goldman Sachs Group Inc, LPL Financial LLC, Morgan Stanley, Royal Bank Of Canada, Ameriprise Financial Inc, Envestnet Asset Management Inc, Acorns Advisers, LLC, Bank of New York Mellon Corp, Wells Fargo & Company/mn, and Modera Wealth Management, LLC .
Struktur kepemilikan institusional iShares Trust - iShares ESG Aware 1-5 Year USD Corporate Bond ETF (NasdaqGM:SUSB) 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 25.30 / share. Previously, on September 6, 2024, the share price was 25.06 / share. This represents an increase of 0.94% 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 | Morton Brown Family Wealth, LLC | 4,288 | 4.51 | 108 | 4.90 | ||||
| 2025-04-29 | 13F | Hm Payson & Co | 6,400 | 0.00 | 160 | 0.63 | ||||
| 2025-05-16 | 13F/A | Kestra Investment Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Sachetta, LLC | 1,744 | 0.00 | 44 | 0.00 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 486 | -2.99 | 12 | 0.00 | ||||
| 2025-07-25 | 13F | Community Bank, N.A. | 75 | 0.00 | 2 | 0.00 | ||||
| 2025-07-16 | 13F | Evergreen Private Wealth LLC | 7,026 | 7.93 | 177 | 8.64 | ||||
| 2025-07-15 | 13F | Level Financial Advisors, Inc. | 36,186 | -2.15 | 911 | -1.52 | ||||
| 2025-08-13 | 13F | Parkworth Wealth Management, Inc. | 3,980 | 1.09 | 100 | 2.04 | ||||
| 2025-08-15 | 13F | Truefg, Llc | 14,759 | -1.79 | 371 | -1.07 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 19,081 | 16.62 | 480 | 17.65 | ||||
| 2025-08-12 | 13F | Coston, McIsaac & Partners | 172 | 0.58 | 0 | |||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 61,700 | 387.59 | 1,553 | 391.14 | ||||
| 2025-07-24 | 13F | Grand Wealth Management, Llc | 9,810 | -0.87 | 247 | -0.40 | ||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 48,540 | 0.00 | 1,222 | 0.66 | ||||
| 2025-07-22 | 13F | Stanich Group LLC | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Flagstone Financial Management | 81,593 | 2.59 | 2,054 | 3.32 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 11,770 | -4.93 | 296 | -4.21 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 41,358 | 0.07 | 1,041 | 0.78 | ||||
| 2025-07-09 | 13F | Finley Financial, LLC | 6,150 | 0.00 | 155 | 0.00 | ||||
| 2025-07-16 | 13F | Plancorp, LLC | 147,281 | 0.00 | 3,707 | 0.73 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 47,517 | -59.26 | 1,193 | -59.06 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 900 | -3.12 | 23 | -4.35 | ||||
| 2025-07-10 | 13F | CWC Advisors, LLC. | 8,238 | -0.10 | 207 | 0.49 | ||||
| 2025-07-30 | 13F | Ethic Inc. | 28,180 | -63.59 | 708 | -63.30 | ||||
| 2025-05-14 | 13F | Oarsman Capital, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | GWM Advisors LLC | 54,241 | 1.09 | 1,365 | 1.87 | ||||
| 2025-08-07 | 13F | Payden & Rygel | 88,579 | 0.00 | 2 | 0.00 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 832 | -20.08 | 21 | -23.08 | ||||
| 2025-08-07 | 13F | Brio Consultants, LLC | 109,527 | -5.08 | 2,757 | -4.41 | ||||
| 2025-04-21 | 13F | ORG Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-05-08 | 13F | Endeavor Private Wealth, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Allworth Financial LP | 430,701 | 2.24 | 10,841 | 3.14 | ||||
| 2025-07-31 | 13F | Silver Oak Advisory Group, Inc. | 12,520 | 0.14 | 0 | |||||
| 2025-04-22 | 13F | Veridan Wealth LLC | 13,479 | -25.13 | 337 | -24.49 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 9,565 | 8.20 | 241 | 9.09 | ||||
| 2025-07-14 | 13F | Opal Wealth Advisors, LLC | 39,976 | -5.79 | 1,006 | -5.09 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 41,615 | -21.69 | 1,047 | -21.16 | ||||
| 2025-05-13 | 13F | LifePlan Investment Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F/A | Bank Julius Baer & Co. Ltd, Zurich | 26,000 | 13.02 | 654 | 0.77 | ||||
| 2025-07-31 | 13F | Schneider Downs Wealth Management Advisors, LP | 42,694 | 0.00 | 1,075 | 0.75 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 88 | 1,000.00 | 2 | |||||
| 2025-08-14 | 13F | Clarity Asset Management, Inc. | 4,951 | -1.35 | 125 | -0.80 | ||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 18,812 | 6.19 | 474 | 7.01 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 8,013 | 0.00 | 202 | 0.50 | ||||
| 2025-07-28 | 13F | J.Safra Asset Management Corp | 39,506 | 0.00 | 993 | 0.61 | ||||
| 2025-07-11 | 13F | Westfuller Advisors, LLC | 28,382 | 0.83 | 714 | 1.56 | ||||
| 2025-07-29 | 13F | BKD Wealth Advisors, LLC | 21,886 | 0.00 | 551 | 0.73 | ||||
| 2025-07-14 | 13F | Sweeney & Michel, Llc | 8,522 | -0.37 | 213 | 0.95 | ||||
| 2025-08-08 | 13F | Creative Planning | 8,136 | -29.04 | 205 | -28.67 | ||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 19 | 0 | ||||||
| 2025-08-08 | 13F | Francis Financial, Inc. | 393,692 | -2.41 | 9,909 | -1.71 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 3,357 | -0.03 | 84 | 1.20 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 8,870 | -0.74 | 223 | 0.00 | ||||
| 2025-07-03 | 13F | Higgins & Schmidt Wealth Strategies LLC | 8,659 | 218 | ||||||
| 2025-07-11 | 13F/A | Umb Bank N A/mo | 56,096 | 12.05 | 1,412 | 12.79 | ||||
| 2025-08-08 | 13F | VERITY Wealth Advisors | 26,322 | 0.00 | 663 | 0.76 | ||||
| 2025-07-09 | 13F | Affinity Capital Advisors, LLC | 10,861 | 0.11 | 273 | 2.25 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 19,321 | 1.63 | 486 | 2.32 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 4,916 | 0.63 | 124 | 2.50 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 479,307 | 1.93 | 12,064 | 2.66 | ||||
| 2025-05-15 | 13F | Guardian Wealth Advisors, Llc / Nc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 28,452 | -15.86 | 1 | |||||
| 2025-05-06 | 13F | PFG Advisors | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-04-28 | 13F | Financial Advocates Investment Management | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 13,233 | 0.08 | 333 | 0.91 | ||||
| 2025-08-14 | 13F | Fiduciary Trust Co | 111,973 | -5.17 | 2,818 | -4.47 | ||||
| 2025-08-08 | 13F | Your Advocates Ltd., LLP | 471 | 0.00 | 12 | 0.00 | ||||
| 2025-07-25 | 13F | Wells Financial Advisors INC | 10,660 | 0.00 | 268 | 0.75 | ||||
| 2025-08-04 | 13F | One Day In July LLC | 23,310 | -1.39 | 587 | -0.68 | ||||
| 2025-07-29 | 13F | Tradewinds Capital Management, LLC | 227 | 11.82 | 6 | 0.00 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 677 | 0.00 | 17 | 6.25 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 5,929 | -4.05 | 149 | -3.25 | ||||
| 2025-07-17 | 13F | One Wealth Advisors, LLC | 22,449 | -13.17 | 565 | -12.54 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 45,667 | 65.88 | 1,149 | 67.25 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 513,122 | 1.95 | 12,915 | 2.69 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 4,283 | 0.00 | 108 | 0.00 | ||||
| 2025-07-21 | 13F | Impact Investors, Inc | 300,236 | 11.04 | 7,557 | 11.84 | ||||
| 2025-08-01 | 13F | Equita Financial Network, Inc. | 8,558 | 215 | ||||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 10,028 | 1.69 | 0 | |||||
| 2025-08-14 | 13F | Staley Capital Advisers Inc | 70,000 | 40.00 | 1,762 | 40.99 | ||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 5,501 | 7.32 | 138 | 7.81 | ||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-07 | 13F | Shotwell Rutter Baer Inc | 19,598 | -0.47 | 491 | -0.20 | ||||
| 2025-07-22 | 13F | DT Investment Partners, LLC | 910 | 11.11 | 23 | 10.00 | ||||
| 2025-07-30 | 13F | Nottingham Advisors, Inc. | 12,810 | -1.06 | 322 | -0.31 | ||||
| 2025-07-10 | 13F | Marshall Financial Group LLC | 13,831 | -2.90 | 346 | -2.54 | ||||
| 2025-05-12 | 13F | Austin Private Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Seeds Investor Llc | 155,199 | -5.08 | 3,906 | -4.41 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 21,177 | -74.19 | 1 | -100.00 | ||||
| 2025-08-05 | 13F | American Capital Advisory, LLC | 5,890 | 0.00 | 148 | 0.68 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 34,041 | 1.09 | 857 | 1.78 | ||||
| 2025-05-06 | 13F | Kelman-Lazarov, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 98,097 | -3.87 | 2,469 | -3.18 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 943,705 | 1.61 | 23,752 | 2.34 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 67,984 | -7.24 | 2 | 0.00 | ||||
| 2025-08-05 | 13F | Gould Asset Management Llc /ca/ | 23,055 | 11.38 | 580 | 12.19 | ||||
| 2025-07-23 | 13F | Integris Wealth Management, LLC | 267,597 | -4.97 | 6,735 | -4.28 | ||||
| 2025-08-11 | 13F | Birchbrook, Inc. | 38,488 | 21.43 | 969 | 22.22 | ||||
| 2025-05-09 | 13F | Deutsche Bank Ag\ | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 140,343 | -7.58 | 3,532 | -6.91 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 8,365 | -40.84 | 209 | -40.11 | ||||
| 2025-07-10 | 13F | IMPACTfolio, LLC | 233,048 | 81.65 | 5,866 | 82.94 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 81,727 | 3.61 | 2,057 | 4.36 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 22,121 | 79.00 | 557 | 80.52 | ||||
| 2025-08-08 | 13F | Omega Financial Group, LLC | 72,898 | 0.58 | 1,835 | 1.27 | ||||
| 2025-04-29 | 13F | Pensionmark Financial Group, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 24,737 | -1.93 | 623 | -1.27 | ||||
| 2025-04-22 | 13F/A | NorthRock Partners, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-11 | 13F | FSC Wealth Advisors, LLC | 1,169 | 0.00 | 29 | 0.00 | ||||
| 2025-08-14 | 13F | Comerica Bank | 10,628 | 39.62 | 268 | 40.53 | ||||
| 2025-08-13 | 13F | Trustmark National Bank Trust Department | 10,168 | 0.00 | 256 | 0.39 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 416,825 | 0.12 | 10,491 | 0.84 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 799 | 0.00 | 20 | 5.26 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 14,538 | 366 | ||||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 2,953 | 0.00 | 74 | 1.37 | ||||
| 2025-08-14 | 13F | Gen-Wealth Partners Inc | 289 | -18.59 | 7 | -12.50 | ||||
| 2025-08-11 | 13F | Amara Financial, Llc. | 9,667 | 15.98 | 243 | 16.83 | ||||
| 2025-04-15 | 13F | McKinley Carter Wealth Services, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 974 | -0.41 | 25 | 0.00 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 6,925 | -53.65 | 174 | -53.35 | ||||
| 2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Hills Bank & Trust Co | 5,577 | 13.52 | 140 | 14.75 | ||||
| 2025-07-18 | 13F | First Pacific Financial | 8,224 | 1.09 | 207 | 1.48 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 779,912 | 3.82 | 20,292 | 8.07 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 1,448 | 1.12 | 36 | 2.86 | ||||
| 2025-07-17 | 13F | Albion Financial Group /ut | 48,563 | 6.50 | 1,222 | 7.29 | ||||
| 2025-07-21 | 13F | Creative Capital Management Investments LLC | 2,991 | -80.28 | 75 | -80.16 | ||||
| 2025-07-29 | 13F | Kondo Wealth Advisors, Inc. | 106,300 | -20.26 | 2,664 | -20.05 | ||||
| 2025-08-11 | 13F | VSM Wealth Advisory, LLC | 3,918 | 9.78 | 99 | 10.11 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 23,337 | 0.21 | 587 | 1.03 | ||||
| 2025-07-24 | 13F | Eastern Bank | 15,132 | -86.76 | 381 | -86.69 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 15,429 | 388 | ||||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 23,988 | -1.63 | 604 | -0.99 | ||||
| 2025-05-08 | 13F | Us Financial Advisors, Llc | 11,546 | 11.79 | 289 | 12.94 | ||||
| 2025-04-09 | 13F | RFG Advisory, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | PFG Investments, LLC | 8,988 | -17.60 | 226 | -16.91 | ||||
| 2025-05-13 | 13F | EverSource Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 15,982 | 0.01 | 402 | 0.75 | ||||
| 2025-07-17 | 13F | Symmetry Partners, LLC | 14,608 | -0.04 | 368 | 0.55 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 3,640 | -85.87 | 92 | -85.85 | ||||
| 2025-07-14 | 13F | Leonard Rickey Investment Advisors P.L.L.C. | 46,170 | -7.44 | 1,162 | -5.91 | ||||
| 2025-08-08 | 13F | Atlantic Trust, LLC | 3,144 | 79 | ||||||
| 2025-08-14 | 13F | Colony Group, LLC | 56,038 | -8.63 | 1,410 | -7.96 | ||||
| 2025-04-30 | 13F | Horst & Graben Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 13,927 | 0 | ||||||
| 2025-07-23 | 13F | Dohj, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 42,752 | 5.05 | 1,076 | 5.80 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 8,681 | -4.46 | 217 | -4.41 | ||||
| 2025-07-25 | 13F | LRI Investments, LLC | 9,326 | 0.00 | 235 | 0.43 | ||||
| 2025-07-07 | 13F | Bangor Savings Bank | 1,680 | 0.00 | 42 | 2.44 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 226,647 | 3.12 | 5,671 | 3.98 | ||||
| 2025-07-16 | 13F | Traveka Wealth, LLC | 17,828 | 0.12 | 449 | 0.90 | ||||
| 2025-08-06 | 13F | Decker Retirement Planning Inc. | 39,453 | 57,078.26 | 993 | 99,200.00 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 299 | 0.00 | 8 | 0.00 | ||||
| 2025-04-22 | 13F | Jfs Wealth Advisors, Llc | 0 | -100.00 | 0 | |||||
| 2025-05-12 | 13F | Townsquare Capital Llc | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 89,674 | -2.38 | 2,257 | -1.66 | ||||
| 2025-07-10 | 13F | Charter Oak Capital Management, LLC | 133,360 | 2.85 | 3,357 | 3.58 | ||||
| 2025-07-22 | 13F | Clarius Group, LLC | 57,435 | -1.39 | 1,446 | -0.69 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 5,260 | 32.26 | 132 | 33.33 | ||||
| 2025-07-28 | 13F | Arlington Financial Advisors, LLC | 163,051 | -4.57 | 4,104 | -3.89 | ||||
| 2025-07-31 | 13F | Orion Capital Management LLC | 8,901 | -0.18 | 224 | 0.90 | ||||
| 2025-08-12 | 13F | Armor Investment Advisors, LLC | 6,913 | 0.00 | 174 | 1.16 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 1,117,604 | 3.03 | 28,130 | 3.77 | ||||
| 2025-07-09 | 13F | Alesco Advisors Llc | 9,994 | 0.39 | 252 | 1.21 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 85,993 | 7.89 | 2,164 | 8.69 | ||||
| 2025-07-25 | 13F | Wealth Advisory Team LLC | 22,151 | 558 | ||||||
| 2025-08-12 | 13F | Running Point Capital Advisors, LLC | 4,078 | 0.00 | 103 | 0.99 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 22,276 | -34.89 | 561 | -34.50 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 68,743 | 2 | ||||||
| 2025-07-02 | 13F | Central Pacific Bank - Trust Division | 23,898 | 81.96 | 602 | 83.23 | ||||
| 2025-07-16 | 13F | Diversified Enterprises, LLC | 22,959 | 37.80 | 578 | 38.70 | ||||
| 2025-04-28 | 13F | First Horizon Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 8,970 | 175.75 | 226 | 177.78 | ||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 14,446 | 0.89 | 364 | 1.68 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 382,178 | 0.20 | 9,619 | 0.92 | ||||
| 2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-25 | 13F | Midwest Capital Advisors, LLC | 16,749 | -2.26 | 422 | -1.64 | ||||
| 2025-08-01 | 13F | Redwood Park Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | LFA - Lugano Financial Advisors SA | 457,113 | 91.30 | 11,421 | 91.27 | ||||
| 2025-04-09 | 13F | SigFig Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 281,233 | -7.59 | 7,079 | -6.93 | ||||
| 2025-08-12 | 13F | Fortis Capital Management LLC | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 148,214 | -0.48 | 3,731 | 0.24 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 42,163 | 0.73 | 1,061 | 1.43 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-22 | 13F | Mascoma Wealth Management LLC | 8,941 | -16.01 | 225 | -15.41 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 33,961 | 0.43 | 1 | |||||
| 2025-08-06 | 13F | Savant Capital, LLC | 445,745 | 3.82 | 11,219 | 4.58 | ||||
| 2025-08-11 | 13F | Wescott Financial Advisory Group, LLC | 204,568 | 4.00 | 5,149 | 4.74 | ||||
| 2025-08-11 | 13F | Arrow Financial Corp | 24,545 | 0.00 | 618 | 0.65 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 20,193 | 18.01 | 508 | 18.97 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 308 | 2,100.00 | 8 | |||||
| 2025-07-09 | 13F | Parkside Advisors LLC | 86,192 | -2.79 | 2,169 | -2.08 | ||||
| 2025-07-22 | 13F | Valeo Financial Advisors, LLC | 45,040 | -5.58 | 1,134 | -4.95 | ||||
| 2025-08-01 | 13F | Motco | 4,408 | 31.50 | 111 | 32.53 | ||||
| 2025-08-14 | 13F | Headinvest, Llc | 18,194 | 1.11 | 458 | 1.78 | ||||
| 2025-07-29 | 13F | Novare Capital Management Llc | 27,650 | 8.86 | 696 | 9.62 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 14,421 | -5.18 | 363 | -4.74 | ||||
| 2025-04-28 | 13F | Fedenia Advisers LLC | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Litman Gregory Asset Management LLC | 11,606 | 0.00 | 292 | 0.69 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 177,521 | 2.08 | 4,468 | 2.83 | ||||
| 2025-05-08 | 13F | Essential Planning, LLC. | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 226,945 | 4.48 | 5,712 | 5.23 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 497,791 | -0.17 | 12,529 | 0.55 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 154,483 | -16.66 | 3,888 | -16.06 | ||||
| 2025-08-01 | 13F | May Hill Capital, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Destination Wealth Management | 341,472 | 2.28 | 8,595 | 3.02 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 392,712 | 2.41 | 9,885 | 3.15 | ||||
| 2025-08-01 | 13F | Fort Vancouver Investment Management, LLC | 1,758 | 3.78 | 44 | 4.76 | ||||
| 2025-03-12 | 13F/A | Private Capital Management Llc | 1,229 | 0.00 | 30 | 0.00 | ||||
| 2025-07-09 | 13F | Exchange Bank | 21,166 | 1.58 | 533 | 2.31 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 38,563 | 8.27 | 971 | 8.99 | ||||
| 2025-04-16 | 13F | Martel Wealth Advisors Inc | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | PrairieView Partners, LLC | 64,261 | 5.85 | 2 | 0.00 | ||||
| 2025-05-15 | 13F | One Wealth Capital Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Milestone Investment Advisors LLC | 356,898 | 8.63 | 8,983 | 9.42 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 167 | 4 | ||||||
| 2025-07-17 | 13F | Willow Creek Wealth Management Inc. | 44,437 | -1.40 | 1,118 | -0.71 | ||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 781 | 0.00 | 20 | 0.00 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 1,470 | 0.00 | 37 | 2.78 | ||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 12,691 | 14.58 | 319 | 15.58 | ||||
| 2025-08-08 | 13F | Tanglewood Legacy Advisors, LLC | 123 | 0.00 | 3 | 0.00 | ||||
| 2025-07-14 | 13F | Northland Capital Management LLC | 185,722 | -7.85 | 4,675 | -7.19 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 685,807 | -9.43 | 17,262 | -8.78 | ||||
| 2025-07-23 | 13F | Hardy Reed LLC | 28,272 | 0.00 | 712 | 0.71 | ||||
| 2025-08-12 | 13F | Putnam Fl Investment Management Co | 370,847 | -3.20 | 9,334 | -2.50 | ||||
| 2025-07-25 | 13F | Keener Financial Planning LLC | 20,048 | 0.00 | 1 | |||||
| 2025-08-08 | 13F | eCIO, Inc. | 42,298 | 41.69 | 1,065 | 42.63 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Fmr Llc | 90 | 23.29 | 2 | 100.00 | ||||
| 2025-07-29 | 13F | Private Wealth Management Group, LLC | 17,928 | -1.61 | 451 | -0.88 | ||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 28,744 | -7.60 | 721 | -7.21 | ||||
| 2025-07-31 | 13F | Resonant Capital Advisors, LLC | 14,586 | 0.00 | 367 | 0.82 | ||||
| 2025-07-25 | 13F | Strategic Point Investment Advisors, LLC | 74,590 | -6.36 | 1,877 | -5.68 | ||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 361,197 | 4.39 | 9,091 | 5.15 | ||||
| 2025-04-30 | 13F | Sharkey, Howes & Javer | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 78,959 | 2.66 | 1,987 | 3.38 | ||||
| 2025-08-11 | 13F | Sofi Wealth, Llc | 1,139 | 84.30 | 29 | 86.67 | ||||
| 2025-07-17 | 13F | Johnson Bixby & Associates, LLC | 19,547 | -12.77 | 492 | -12.32 | ||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 166 | 0.00 | 4 | 0.00 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 535 | -19.79 | 0 | |||||
| 2025-07-11 | 13F | Colorado Capital Management, Inc. | 203,488 | 7.32 | 5 | 25.00 | ||||
| 2025-08-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 15,148 | -15.18 | 0 | |||||
| 2025-04-08 | 13F | Global Financial Private Client, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 14,226 | -35.62 | 358 | -35.14 | ||||
| 2025-08-14 | 13F | AllSquare Wealth Management LLC | 3,080 | 0.00 | 78 | 1.32 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 8,105 | -3.11 | 204 | -2.39 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 116,674 | 8.09 | 3 | 0.00 | ||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 11,288 | -0.04 | 284 | 0.71 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 64 | 0.00 | 2 | 0.00 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 218 | -69.17 | 5 | -70.59 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 13,450 | -4.27 | 339 | -3.70 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 11,476 | -0.88 | 289 | -0.35 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 41,985 | 5.63 | 1,057 | 6.34 | ||||
| 2025-07-14 | 13F | Abacus Wealth Partners, LLC | 28,180 | -63.59 | 709 | -63.34 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 115,992 | 0.99 | 2,904 | 1.18 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 24,671 | -39.45 | 621 | -39.10 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 289 | -22.31 | 7 | -22.22 | ||||
| 2025-08-18 | 13F | Front Row Advisors LLC | 5,315 | 0.00 | 134 | 0.76 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 10,106 | -2.59 | 254 | -1.93 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 501 | 17.88 | 13 | 20.00 | ||||
| 2025-08-06 | 13F | Summit Wealth Group, LLC | 41,326 | -3.78 | 1 | 0.00 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 117,111 | 51.21 | 2,948 | 52.30 | ||||
| 2025-08-07 | 13F | Arbor Trust Wealth Advisors, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 100,727 | 1.95 | 2,535 | 2.67 | ||||
| 2025-08-11 | 13F | One Capital Management, LLC | 113,713 | -4.32 | 2,862 | -3.64 | ||||
| 2025-07-18 | 13F | Institute for Wealth Management, LLC. | 15,576 | 24.53 | 392 | 25.64 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Ally Invest Advisors Inc. | 21,265 | -0.39 | 535 | 0.38 | ||||
| 2025-07-16 | 13F | Signature Resources Capital Management, LLC | 11,154 | 0.80 | 281 | 1.45 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 544,185 | -7.57 | 13,697 | -6.90 | ||||
| 2025-07-08 | 13F | Canandaigua National Bank & Trust Co | 78,002 | 3.48 | 1,963 | 4.25 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 10,438 | 0.46 | 263 | 1.16 | ||||
| 2025-07-25 | 13F | RHS Financial, LLC | 16,182 | 34.28 | 407 | 35.22 | ||||
| 2025-08-14 | 13F | UBS Group AG | 448,189 | -0.47 | 11,281 | 0.25 | ||||
| 2025-07-15 | 13F | Regatta Capital Group, Llc | 87,615 | 7.41 | 2,205 | 8.19 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 1,536 | -8.46 | 39 | -7.32 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 200 | 0.00 | 5 | 25.00 | ||||
| 2025-05-08 | 13F | We Are One Seven, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Elser Financial Planning, Inc | 266,074 | 6,652 | ||||||
| 2025-05-15 | 13F | Tower Research Capital LLC (TRC) | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Journey Strategic Wealth Llc | 21,977 | 0.53 | 553 | 1.28 | ||||
| 2025-07-18 | 13F | Cantor Fitzgerald Investment Adviser L.p. | 32,617 | -13.11 | 821 | -12.58 | ||||
| 2025-07-28 | 13F | DORVAL Corp | 9,074 | 0.61 | 228 | 1.33 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 1,000 | 0.00 | 25 | 4.17 | ||||
| 2025-04-18 | 13F | Halbert Hargrove Global Advisors, Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Fairview Capital Investment Management, Llc | 32,600 | 0.00 | 821 | 0.74 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 27,470 | 0.52 | 691 | 1.32 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 3,085,549 | -4.12 | 77,663 | -3.43 | ||||
| 2025-08-07 | 13F | Winthrop Capital Management, LLC | 41 | 0.00 | 0 | |||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 469,430 | 25.97 | 11,816 | 26.88 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 965,816 | -2.86 | 24,310 | -2.16 | ||||
| 2025-07-22 | 13F | 4Thought Financial Group Inc. | 8,957 | 0.06 | 225 | 0.90 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 7,260 | 0.00 | 183 | 0.55 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 19,684 | 12.44 | 495 | 13.27 | ||||
| 2025-08-13 | 13F | Acorns Advisers, LLC | 588,958 | -13.94 | 15 | -17.65 | ||||
| 2025-08-14 | 13F | Betterment LLC | 10,253 | 0.00 | 0 | |||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 1,081 | 0.00 | 27 | 0.00 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 4,885 | -51.30 | 122 | -50.20 | ||||
| 2025-07-07 | 13F | Wesbanco Bank Inc | 8,908 | 0.00 | 224 | 0.90 | ||||
| 2025-07-30 | 13F | Whittier Trust Co | 20,261 | 0.00 | 510 | 0.59 | ||||
| 2025-08-05 | 13F | Clarity Wealth Development LLC | 120,767 | 5.99 | 3,040 | 6.44 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 400,115 | -39.38 | 10 | -37.50 | ||||
| 2025-08-08 | 13F | Better Money Decisions, LLC | 69,075 | 2.49 | 1,739 | 3.21 | ||||
| 2025-08-11 | 13F | Plum Street Advisors, LLC | 53,998 | -3.68 | 1,359 | -3.00 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 0 | -100.00 | 0 | |||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 16,328 | -21.61 | 411 | -21.15 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 14,164 | 1.08 | 357 | 1.71 | ||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 16,145 | -0.64 | 406 | 0.00 | ||||
| 2025-08-14 | 13F | Gould Capital, LLC | 2,907 | 0.00 | 73 | 1.39 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 400 | 10 | ||||||
| 2025-08-05 | 13F | McGinn Investment Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 45,702 | -8.30 | 1,150 | -7.63 | ||||
| 2025-07-17 | 13F | Hanson & Doremus Investment Management | 116 | 0.00 | 0 | |||||
| 2025-07-25 | 13F | Presilium Private Wealth, Llc | 24,484 | 3.44 | 616 | 4.23 | ||||
| 2025-07-23 | 13F | SGL Investment Advisors, Inc. | 12,439 | 8.94 | 311 | 9.89 | ||||
| 2025-08-14 | 13F | Fort Point Capital Partners LLC | 45,519 | -8.82 | 1,146 | -8.18 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 54,350 | -32.10 | 1,368 | -31.65 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 8,545 | -18.72 | 0 | |||||
| 2025-07-24 | 13F | PDS Planning, Inc | 8,669 | -1.76 | 218 | -0.91 | ||||
| 2025-07-31 | 13F | Mason & Associates Inc | 12,302 | 1.05 | 310 | 1.64 | ||||
| 2025-08-05 | 13F | iA Global Asset Management Inc. | 29,000 | 0.00 | 1 | |||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 42,837 | -11.83 | 1,078 | -11.20 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 75,265 | -5.39 | 1,894 | -4.73 | ||||
| 2025-07-10 | 13F | Klaas Financial Asset Advisors, LLC | 142,972 | 1.48 | 3,599 | 2.22 | ||||
| 2025-07-25 | 13F | Joel Adams & Associates, Inc. | 15,601 | 0.09 | 393 | 0.77 | ||||
| 2025-08-08 | 13F | Accredited Investors Inc. | 162,491 | 11.85 | 4,090 | 12.64 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 265,393 | 1.58 | 6,680 | 2.31 | ||||
| 2025-08-12 | 13F | Goepper Burkhardt LLC | 13,594 | -17.61 | 342 | -16.99 | ||||
| 2025-05-15 | 13F | WealthTrak Capital Management LLC | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Cardinal Point Capital Management, ULC | 73,618 | 35.21 | 1,853 | 36.18 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 775 | 1.17 | 20 | 0.00 | ||||
| 2025-07-23 | 13F | Bear Mountain Capital, Inc. | 156,788 | 4.76 | 3,931 | 4.83 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 18,647 | -0.21 | 469 | 0.64 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 2,341 | 13.97 | 59 | 13.73 | ||||
| 2025-08-01 | 13F | Schmidt P J Investment Management Inc | 20,673 | 0.74 | 520 | 1.56 | ||||
| 2025-08-14 | 13F | Aprio Wealth Management, LLC | 29,794 | -5.18 | 750 | -4.59 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 16,872 | 13.68 | 425 | 14.59 | ||||
| 2025-07-15 | 13F | Pine Haven Investment Counsel, Inc | 35,322 | 6.90 | 889 | 7.76 | ||||
| 2025-04-01 | 13F | Massmutual Trust Co Fsb/adv | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 7,374 | -21.88 | 186 | -21.28 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 372,356 | 13.33 | 9,372 | 14.15 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 46,641 | 7.04 | 1,174 | 7.81 |
