Mga Batayang Estadistika
| Pemilik Institusional | 211 total, 211 long only, 0 short only, 0 long/short - change of 3.92% MRQ |
| Alokasi Portofolio Rata-rata | 0.3484 % - change of -0.27% MRQ |
| Saham Institusional (Jangka Panjang) | 5,098,998 (ex 13D/G) - change of 0.40MM shares 8.41% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 1,273,948 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
Vanguard Scottsdale Funds - Vanguard Russell 3000 ETF (US:VTHR) memiliki 211 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 5,098,998 saham. Pemegang saham terbesar meliputi Ameriprise Financial Inc, Lincoln National Corp, LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Vanguard Domestic Equity ETF Fund Standard Class, Cliffwater LLC, Morgan Stanley, Colony Group, LLC, Natixis Advisors, L.p., Tompkins Financial Corp, Cerity Partners LLC, and Fund Evaluation Group, LLC .
Struktur kepemilikan institusional Vanguard Scottsdale Funds - Vanguard Russell 3000 ETF (NasdaqGM:VTHR) 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 286.38 / share. Previously, on September 6, 2024, the share price was 238.81 / share. This represents an increase of 19.92% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-31 | 13F | City State Bank | 50 | 0.00 | 14 | 8.33 | ||||
| 2025-08-08 | 13F | Firestone Capital Management | 1,000 | 0.00 | 273 | 10.57 | ||||
| 2025-08-13 | 13F | Quadrant Capital Group Llc | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Chilton Capital Management Llc | 203 | 0.00 | 55 | 10.00 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 41 | -73.55 | 11 | -71.05 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 3,417 | 0.00 | 932 | 10.56 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 74,648 | 214.84 | 20,360 | 248.03 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 10,327 | 30.89 | 2,817 | 44.71 | ||||
| 2025-07-21 | 13F | Verus Financial Partners, Inc. | 8,358 | 1.31 | 2,305 | 18.09 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 10,046 | -16.66 | 2,740 | -7.87 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 78,929 | -0.10 | 21,528 | 10.42 | ||||
| 2025-07-16 | 13F | Dakota Wealth Management | 903 | 0.00 | 246 | 10.81 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 21,100 | 5,755 | ||||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 1,966 | 0.31 | 536 | 10.97 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 883 | 241 | ||||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 222,295 | 0.36 | 61 | 11.11 | ||||
| 2025-07-15 | 13F | Main Street Group, LTD | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Lowe Brockenbrough & Co Inc | 36,664 | 10,000 | ||||||
| 2025-08-07 | 13F | Evoke Wealth, Llc | 10,182 | 2,777 | ||||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 50 | 14 | ||||||
| 2025-08-28 | 13F/A | Tolleson Wealth Management, Inc. | 16,701 | 0.00 | 4,555 | 10.53 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 2,580 | -11.76 | 703 | -2.63 | ||||
| 2025-07-09 | 13F | Bowman & Co S.C. | 1,045 | 14.33 | 285 | 26.67 | ||||
| 2025-08-13 | 13F | Virtue Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Corundum Trust Company, INC | 1,892 | 0.00 | 516 | 10.73 | ||||
| 2025-08-07 | 13F | Tacita Capital Inc | 625 | 0.00 | 170 | 10.39 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 551 | 1,024.49 | 150 | 1,141.67 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 3,377 | -14.01 | 921 | -4.95 | ||||
| 2025-07-24 | 13F | Lokken Investment Group LLC | 1,905 | 520 | ||||||
| 2025-07-22 | 13F | Evensky & Katz LLC | 44,464 | 429.40 | 12 | 500.00 | ||||
| 2025-07-07 | 13F | Global Wealth Strategies & Associates | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Mycio Wealth Partners, Llc | 314 | 86 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 17,779 | 46.32 | 4,849 | 61.74 | ||||
| 2025-08-04 | 13F | Linscomb & Williams, Inc. | 26,427 | -1.73 | 7,208 | 8.62 | ||||
| 2025-07-18 | 13F | Centricity Wealth Management, LLC | 287 | 0.00 | 78 | 11.43 | ||||
| 2025-08-15 | 13F | Koesten, Hirschmann & Crabtree, INC. | 452 | 0.22 | 123 | 10.81 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 14,447 | 0.38 | 3,940 | 10.95 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 16,417 | 1.40 | 4,478 | 12.07 | ||||
| 2025-07-21 | 13F | Precedent Wealth Partners, Llc | 1,820 | 9.84 | 496 | 21.57 | ||||
| 2025-07-31 | 13F | Sage Mountain Advisors LLC | 420 | 0.00 | 115 | 10.68 | ||||
| 2025-07-09 | 13F | Radnor Capital Management, LLC | 1,100 | 0.00 | 0 | |||||
| 2025-08-07 | 13F | Allworth Financial LP | 586 | 0.34 | 160 | 12.77 | ||||
| 2025-08-07 | 13F | Fund Evaluation Group, LLC | 139,081 | 37,934 | ||||||
| 2025-07-30 | 13F | Arbor Investment Advisors, LLC | 1,787 | -11.80 | 487 | -2.40 | ||||
| 2025-08-05 | 13F | Lincoln National Corp | 466,325 | 1.42 | 127,190 | 12.10 | ||||
| 2025-08-14 | 13F | Gould Capital, LLC | 13 | 8.33 | 4 | 50.00 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 12,533 | 0.01 | 3,418 | 10.54 | ||||
| 2025-07-31 | 13F | Fiduciary Wealth Partners, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 21,194 | -22.13 | 5,781 | -13.92 | ||||
| 2025-08-19 | 13F/A | Pitcairn Co | 23,421 | -18.27 | 6,388 | -9.66 | ||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 4,802 | 0.00 | 1,310 | 10.56 | ||||
| 2025-07-25 | 13F | Investment Advisory Group, LLC | 5,978 | -0.91 | 1,631 | 9.54 | ||||
| 2025-07-31 | 13F | Nilsine Partners, LLC | 1,498 | -5.96 | 409 | 3.82 | ||||
| 2025-08-11 | 13F | Diversified Portfolios, Inc. | 53,527 | 1.70 | 14,599 | 12.41 | ||||
| 2025-07-09 | 13F | Inspirion Wealth Advisors, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-02 | 13F | Central Pacific Bank - Trust Division | 24 | 0.00 | 7 | 20.00 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 136 | 0.00 | 37 | 12.12 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 1,478 | 0.00 | 403 | 10.71 | ||||
| 2025-07-30 | 13F | Forum Financial Management, LP | 2,448 | 0.29 | 668 | 10.80 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 2,847 | -66.80 | 777 | -63.31 | ||||
| 2025-07-30 | 13F | Whittier Trust Co | 5,659 | 0.00 | 1,543 | 10.53 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 3,081 | -0.03 | 840 | 10.53 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 5,648 | 7.07 | 1,541 | 18.37 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 281 | 0.00 | 77 | 10.14 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 2,966 | 56.60 | 809 | 73.02 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 2,406 | 74.22 | 656 | 91.81 | ||||
| 2025-07-10 | 13F | Wedmont Private Capital | 5,599 | -0.94 | 1,544 | 16.37 | ||||
| 2025-04-24 | 13F | Wingate Wealth Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 1,691 | 461 | ||||||
| 2025-08-06 | NP | LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Vanguard Domestic Equity ETF Fund Standard Class | 466,325 | 1.42 | 127,190 | 12.10 | ||||
| 2025-07-31 | 13F | FSA Investment Group, LLC | 9,255 | 36.10 | 2,524 | 50.42 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 15,001 | 43.50 | 4,092 | 58.63 | ||||
| 2025-07-22 | 13F | Bay Harbor Wealth Management, LLC | 16 | 0.00 | 4 | 33.33 | ||||
| 2025-08-07 | 13F | BOK Financial Private Wealth, Inc. | 1,807 | 0.00 | 493 | 10.56 | ||||
| 2025-08-05 | 13F | Centennial Bank/AR/ | 4,946 | 210.29 | 1,349 | 243.26 | ||||
| 2025-07-09 | 13F | Christopher J. Hasenberg, Inc | 12,886 | -55.06 | 3,515 | -50.53 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 40 | 0.00 | 11 | 11.11 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 1,384 | 5.09 | 378 | 16.00 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 15,292 | 0.94 | 4,171 | 11.56 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 1,372 | -15.52 | 374 | -6.50 | ||||
| 2025-04-23 | 13F | Moran Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 1,616 | 0.00 | 441 | 10.55 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 208 | 0.00 | 57 | 9.80 | ||||
| 2025-07-15 | 13F | DB Fitzpatrick & Co, Inc | 14,210 | -2.70 | 3,876 | 7.55 | ||||
| 2025-08-12 | 13F/A | Cozad Asset Management Inc | 2,493 | 0.00 | 680 | 10.41 | ||||
| 2025-08-11 | 13F | Banque Cantonale Vaudoise | 1,794 | 0.00 | 0 | |||||
| 2025-08-13 | 13F | Cliffwater LLC | 235,936 | -9.98 | 64,352 | -0.50 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 4,027 | -8.58 | 1,099 | 1.10 | ||||
| 2025-07-17 | 13F | Coastline Trust Co | 12,240 | -2.67 | 3,338 | 7.57 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 9,546 | -1.99 | 3 | 0.00 | ||||
| 2025-08-14 | 13F | Tennessee Valley Asset Management Partners | 12,549 | 3.47 | 3,423 | 14.37 | ||||
| 2025-07-18 | 13F | BSW Wealth Partners | 771 | 210 | ||||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 14,617 | 17.07 | 4,038 | 31.10 | ||||
| 2025-07-11 | 13F | Diversified Trust Co | 84,088 | 0.02 | 22,935 | 10.56 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 64,547 | 19.84 | 17,605 | 32.47 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 11,000 | -5.71 | 3 | 50.00 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 719 | -49.61 | 196 | -44.32 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 901 | -30.59 | 0 | |||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-07 | 13F | Wesbanco Bank Inc | 5,005 | 0.00 | 1,365 | 10.53 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 1,368 | 2.86 | 373 | 13.72 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 14,849 | 0.53 | 4,050 | 11.14 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 1,132 | 0.00 | 309 | 10.39 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 16,033 | -0.71 | 4 | 33.33 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 2,887 | -0.62 | 787 | 9.92 | ||||
| 2025-07-11 | 13F | Orrstown Financial Services Inc | 8,373 | -2.71 | 2,284 | 7.54 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 31,081 | -28.87 | 8,477 | -21.38 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 24,501 | 26.74 | 6,683 | 40.08 | ||||
| 2025-05-06 | 13F | Venturi Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | JDM Financial Group LLC | 59 | 0.00 | 16 | 14.29 | ||||
| 2025-05-08 | 13F | Armis Advisers, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Brighton Jones Llc | 1,190 | 0.25 | 325 | 10.96 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 3,309 | 33.54 | 903 | 47.63 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 24 | 0.00 | 7 | 0.00 | ||||
| 2025-07-31 | 13F | Topsail Wealth Management, LLC | 101 | 0.00 | 28 | 12.50 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 1,500 | -57.14 | 409 | -52.61 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 12,129 | 7.00 | 3,308 | 18.23 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 64,523 | -60.37 | 18 | -57.50 | ||||
| 2025-05-14 | 13F | Retirement Capital Strategies | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | NorthCrest Asset Manangement, LLC | 5,590 | 0.00 | 1,544 | 11.97 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 32 | 0.00 | 9 | 14.29 | ||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 165 | 1.23 | 45 | 12.50 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 8,925 | 0.00 | 2,434 | 10.54 | ||||
| 2025-07-21 | 13F | Monticello Wealth Management, Llc | 9,411 | 0.00 | 2,567 | 10.51 | ||||
| 2025-04-17 | 13F | Qrg Capital Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-05-14 | 13F | Huntington National Bank | 116 | -4.96 | ||||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 63,374 | 81.39 | 17,285 | 100.50 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 29,293 | 7,990 | ||||||
| 2025-08-14 | 13F | Silvercrest Asset Management Group Llc | 4,034 | 0.30 | 1,100 | 10.89 | ||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 21,100 | 0.00 | 5,207 | -5.00 | ||||
| 2025-08-14 | 13F | Graney & King, LLC | 102 | 0.00 | 28 | 8.00 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 97,699 | -1.64 | 26,648 | 8.71 | ||||
| 2025-07-07 | 13F | Bangor Savings Bank | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Embree Financial Group | 9,870 | -0.17 | 2,692 | 10.37 | ||||
| 2025-07-31 | 13F | CNB Bank | 3,189 | -11.54 | 870 | -2.25 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 1,636 | -4.05 | 449 | 6.90 | ||||
| 2025-08-13 | 13F | Marshall Wace, Llp | 988 | 269 | ||||||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 41,208 | 30.62 | 11,239 | 44.37 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 4,803 | 0.00 | 1,310 | 10.55 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 1,763 | 0.00 | 481 | 10.60 | ||||
| 2025-08-13 | 13F | American Investment Services, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-13 | 13F | BCJ Capital Management, LLC | 930 | 0.00 | 254 | 10.48 | ||||
| 2025-07-22 | 13F | Compass Financial Group, INC/SD | 4,665 | 0.00 | 1,272 | 10.51 | ||||
| 2025-07-18 | 13F | Cooper Financial Group | 1,470 | 401 | ||||||
| 2025-08-14 | 13F | Principal Street Partners, LLC | 5,248 | 100.00 | 1,431 | 121.17 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 93,624 | -1.99 | 25,536 | 8.33 | ||||
| 2025-08-12 | 13F | New Republic Capital, LLC | 1,063 | 290 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 3,800 | 44.10 | 1,036 | 59.38 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 40,506 | -2.51 | 11,048 | 7.76 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 75,540 | 105.11 | 20,604 | 126.73 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 1,405 | 0.00 | 383 | 10.69 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 525,460 | 1.47 | 143,561 | 12.46 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 10 | 0.00 | 3 | 0.00 | ||||
| 2025-08-08 | 13F | Jacksonville Wealth Management, LLC | 2,990 | -1.52 | 816 | 8.81 | ||||
| 2025-03-12 | 13F/A | Private Capital Management Llc | 272 | 65 | ||||||
| 2025-07-02 | 13F | First Financial Bank - Trust Division | 3,788 | 1.23 | 1,033 | 11.92 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 2,453 | 79.18 | 669 | 98.52 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 618 | 0.00 | 168 | 10.53 | ||||
| 2025-08-14 | 13F | Operose Advisors LLC | 5,166 | 0.19 | 1,409 | 10.69 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 4,250 | -0.86 | 1,159 | 9.65 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 30 | 0.00 | 8 | 14.29 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 3,505 | -0.79 | 956 | 9.64 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 5,802 | 1,582 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 18,502 | 2.83 | 5,046 | 13.65 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 2,110 | 0.00 | 576 | 10.58 | ||||
| 2025-08-07 | 13F | Everhart Financial Group, Inc. | 3,148 | 37.11 | 859 | 51.59 | ||||
| 2025-08-14 | 13F | Capital Planning Advisors, LLC | 1,891 | 0.00 | 516 | 10.52 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 140,611 | 4.93 | 38,352 | 15.98 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 6,049 | 2.44 | 1,650 | 13.18 | ||||
| 2025-08-08 | 13F | Family Firm, Inc. | 41,713 | 3.59 | 11,377 | 14.50 | ||||
| 2025-08-14 | 13F | NCP Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 41 | 0.00 | 11 | 10.00 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 26 | 13.04 | 7 | 40.00 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 224,686 | 0.94 | 61,283 | 11.58 | ||||
| 2025-07-18 | 13F | PBMares Wealth Management LLC | 7,710 | -21.99 | 2,103 | -13.78 | ||||
| 2025-07-28 | 13F | Davidson Investment Advisors | 2,424 | 661 | ||||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 1 | 0.00 | 0 | |||||
| 2025-05-07 | 13F | Evermay Wealth Management Llc | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Fairscale Capital, LLC | 2,655 | 0.00 | 740 | 12.82 | ||||
| 2025-08-13 | 13F | Grove Street Fiduciary, LLC | 1,992 | 0.00 | 543 | 10.59 | ||||
| 2025-07-11 | 13F | Adirondack Trust Co | 24,674 | 20.33 | 6,730 | 33.01 | ||||
| 2025-08-11 | 13F | Sykon Capital Llc | 920 | 0.00 | 251 | 10.13 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Red Cedar Investment Management, Llc | 14,523 | -9.13 | 3,961 | 0.46 | ||||
| 2025-08-14 | 13F | Fmr Llc | 3,873 | -22.74 | 1,056 | -14.63 | ||||
| 2025-08-13 | 13F | Momentous Wealth Management, Inc. | 943 | 0.00 | 257 | 10.78 | ||||
| 2025-07-10 | 13F | Tompkins Financial Corp | 220,065 | 22.58 | 60,023 | 35.49 | ||||
| 2025-07-22 | 13F | Olistico Wealth, LLC | 6 | 2 | ||||||
| 2025-08-08 | 13F | Creative Planning | 3,967 | 4.86 | 1,082 | 15.86 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 1,324 | 0.00 | 361 | 10.74 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 188 | -47.63 | 51 | -42.05 | ||||
| 2025-08-14 | 13F | Pennington Partners & Co., Llc | 46,295 | 7.41 | 12,627 | 18.72 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 29,711 | 6.76 | 8,104 | 18.00 | ||||
| 2025-08-14 | 13F | Comerica Bank | 14 | -99.34 | 4 | -99.43 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 344 | 421.21 | 94 | 447.06 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 224,848 | 2.70 | 61,328 | 13.52 | ||||
| 2025-08-12 | 13F | Coston, McIsaac & Partners | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | AA Financial Advisors, LLC | 1,026 | -0.10 | 280 | 10.28 | ||||
| 2025-08-08 | 13F | Smithfield Trust Co | 340 | 0.00 | 0 | |||||
| 2025-08-14 | 13F | Synovus Financial Corp | 897 | 245 | ||||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 2,681 | 0.00 | 731 | 10.59 | ||||
| 2025-08-13 | 13F | Baker Avenue Asset Management, LP | 1,517 | -45.92 | 414 | -40.32 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Keystone Financial Group | 2,615 | 0.00 | 713 | 10.54 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 85,680 | -8.04 | 23,369 | 1.65 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 16,341 | 3.35 | 4 | 33.33 | ||||
| 2025-07-10 | 13F | ARS Wealth Advisors Group, LLC | 1,834 | 0.00 | 500 | 10.62 | ||||
| 2025-07-28 | 13F | Private Wealth Asset Management, LLC | 4,400 | 1,200 | ||||||
| 2025-08-14 | 13F | Hrt Financial Lp | 8,737 | 2 | ||||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Activest Wealth Management | 155 | 0.00 | 42 | 10.53 | ||||
| 2025-07-23 | 13F | Hardy Reed LLC | 8,048 | 0.00 | 2,195 | 10.58 | ||||
| 2025-07-09 | 13F | Pallas Capital Advisors LLC | 15,055 | 4,106 | ||||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 5,248 | 439.92 | 1,431 | 498.74 | ||||
| 2025-08-14 | 13F | Hirtle Callaghan & Co LLC | 2,500 | -16.67 | 682 | -7.97 | ||||
| 2025-08-07 | 13F | Commerce Bank | 37,517 | -6.38 | 10,233 | 3.48 | ||||
| 2025-06-03 | 13F/A | First National Bank Of Omaha | 1,274 | -39.01 | 314 | -29.28 | ||||
| 2025-04-30 | 13F | Brown Advisory Inc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 4,269 | 1,170 | ||||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 32,686 | -14.42 | 8,915 | -5.40 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 581 | 0.35 | 158 | 11.27 | ||||
| 2025-07-22 | 13F | Silvia Mccoll Wealth Management, Llc | 2,463 | 0.00 | 672 | 10.54 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 19,198 | 31.33 | 5,236 | 45.16 | ||||
| 2025-08-04 | 13F | Silver Coast Investments LLC | 6,052 | 3.36 | 1,651 | 14.27 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 2,700 | 1 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 60,887 | 32.10 | 16,607 | 46.01 | ||||
| 2025-07-09 | 13F | Sunpointe, LLC | 1,495 | 408 | ||||||
| 2025-07-24 | 13F | Blair William & Co/il | 386 | 26.56 | 105 | 40.00 | ||||
| 2025-05-02 | 13F | Wealthfront Advisers Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-04-28 | 13F | Strategic Financial Concepts, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-06 | 13F | Paulson Wealth Management Inc. | 1,900 | -0.11 | 518 | 10.45 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 26,918 | 0.96 | 7 | 16.67 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 866 | 0.00 | 236 | 10.80 | ||||
| 2025-07-29 | 13F | Wealthstream Advisors, Inc. | 32,874 | -2.84 | 8,966 | 7.39 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 11,653 | -0.07 | 3,178 | 10.46 | ||||
| 2025-07-30 | 13F | Sonata Capital Group Inc | 850 | 0.00 | 0 |
