DE:TDB / The Toronto-Dominion Bank - Kepemilikan Institusional - Pembeli

The Toronto-Dominion Bank
DE ˙ DB ˙ CA8911605092
€ 64.21 ↑0.20 (0.31%)
2025-09-05
BAHAGING PRESYO
Kepemilikan Institusional dan Dana - Pembeli

Pemegang saham utama yang telah membuka posisi baru di The Toronto-Dominion Bank meliputi BLACKROCK SERIES, INC. - BlackRock International Fund Investor A, Periscope Capital Inc., Woodbridge CO LTD, BlackRock ETF Trust - BlackRock International Dividend ETF, Westerkirk Capital Inc., DKRT Investments Corp., Delta Global Management LP, RAYD - Rayliant Quantitative Developed Market Equity ETF, denkapparat Operations GmbH, Nordwand Advisors, LLC, Worldquant Millennium Advisors Llc, O'Neil Global Advisors, Inc., Glenmede Investment Management, LP, Callan Family Office, LLC, Sagespring Wealth Partners, Llc, Carrera Capital Advisors, Sagard Holdings Management Inc., RINT - International Developed Equity Active ETF, Merit Financial Group, LLC, dan Journey Strategic Wealth Llc .

Halaman ini menunjukkan perubahan dalam struktur kepemilikan dengan mencantumkan lembaga, dana, dan pemegang saham utama yang telah meningkatkan kepemilikan mereka atau membuka posisi baru pada periode pelaporan terakhir. Baris berwarna hijau menunjukkan posisi baru. Klik tautan ikon untuk melihat riwayat transaksi selengkapnya.

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Tanggal File Sumber Investor Ketik Presyo ng Avg
(Silangan)		 Saham Δ Saham
(%)		 Dilaporkan
Nilai
($1000)		 Nilai Δ
(%)		 Alokasi Port
(%)
2025-08-13 13F Shelton Capital Management 3,492 256
2025-08-27 NP ACIFX - Advisors Capital International Fund 4,600 142.11 338 198.23
2025-06-26 NP FIDI - Fidelity International High Dividend ETF This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 24,064 12.39 1,535 25.22
2025-08-14 13F Transamerica Financial Advisors, Inc. 2,202 24,366.67 162
2025-08-27 NP ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA International Core Equity Fund 7,001 35.34 515 35.62
2025-08-13 13F Stablepoint Partners, LLC 77,955 1.46 5,726 24.32
2025-07-14 13F Sowell Financial Services LLC 3,037 223
2025-08-06 13F Metis Global Partners, LLC 82,841 8.57 6,093 33.27
2025-08-12 13F Deutsche Bank Ag\ 7,333,193 5.99 538,623 29.88
2025-08-13 13F Natixis 30,858 5.69 2,267 29.12
2025-07-22 13F Checchi Capital Advisers, LLC 7,003 3.20 514 26.60
2025-08-14 13F Peapack Gladstone Financial Corp 2,953 0
2025-08-27 NP CDHAX - Calvert International Responsible Index Fund Class A 105,371 0.18 7,750 22.98
2025-06-25 NP PRIGX - T. Rowe Price Institutional Global Value Equity Fund This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 15,000 20.19 958 34.74
2025-08-14 13F USS Investment Management Ltd 277,316 1.75 20,401 24.87
2025-07-07 13F Versant Capital Management, Inc 7,327 15.77 538 41.95
2025-08-11 13F Frank, Rimerman Advisors LLC 11,848 117.55 870 166.87
2025-06-24 NP IQDF - FlexShares International Quality Dividend Index Fund This fund is a listed as child fund of Northern Trust Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 79,689 7.35 5,082 19.60
2025-08-07 13F Parkside Financial Bank & Trust 78 6
2025-08-08 13F Firestone Capital Management 2,740 201
2025-08-07 13F Legacy Financial Advisors, Inc. 3,951 12.82 290 38.76
2025-06-26 NP ACWI - iShares MSCI ACWI ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 456,974 7.24 29,200 20.12
2025-08-14 13F Corient IA LLC 3,000 220
2025-08-14 13F Syon Capital Llc 14,337 5.40 1,053 29.20
2025-07-28 13F Sagespring Wealth Partners, Llc 5,423 398
2025-08-12 13F Public Sector Pension Investment Board 2,666,729 1,477.68 195,749 1,832.94
2025-08-07 13F Davis R M Inc 6,657 8.56 489 32.97
2025-08-14 13F Vident Advisory, LLC 7,046 22.80 518 50.73
2025-08-13 13F Hsbc Holdings Plc 1,160,855 2.41 85,466 25.93
2025-08-13 13F Capital World Investors 26,426 39.78 1,944 71.64
2025-08-14 13F SIG North Trading, ULC Call 2,223,200 55.06 163,294 90.01
2025-08-14 13F SIG North Trading, ULC Put 2,097,400 12.37 154,054 37.70
2025-07-23 13F Prime Capital Investment Advisors, LLC 3,042 223
2025-07-21 13F Cromwell Holdings LLC 4,091 28.85 300 57.89
2025-08-20 NP QSPIX - AQR Style Premia Alternative Fund Class I Short -44,763 -16.35 -3,292 2.68
2025-08-13 13F Natixis Advisors, L.p. 80,839 20.51 6 25.00
2025-06-26 NP OWLSX - Old Westbury Large Cap Strategies Fund 105,520 87.57 6,743 110.10
2025-07-16 13F Five Oceans Advisors 4,091 11.17 300 36.36
2025-07-10 13F Exchange Traded Concepts, Llc 81 6
2025-07-29 NP SGMAX - SIIT Global Managed Volatility Fund Class A 86,800 36.05 5,983 45.34
2025-07-28 13F Td Asset Management Inc 37,365,008 0.89 2,742,748 23.61
2025-08-20 NP FMIEX - Wasatch Global Value Fund Investor Class shares This fund is a listed as child fund of Wasatch Advisors Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 47,500 3.26 3,494 26.74
2025-04-25 NP VSGX - Vanguard ESG International Stock ETF ETF Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 304,809 1.18 18,254 7.12
2025-08-11 13F Annis Gardner Whiting Capital Advisors, LLC 123 9
2025-08-22 NP FNIAX - Fidelity Advisor New Insights Fund Class A This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 117,600 8,650
2025-08-11 13F VSM Wealth Advisory, LLC 537 39
2025-07-25 13F Sequoia Financial Advisors, LLC 18,132 9.47 1,332 34.17
2025-07-25 13F Johnson Investment Counsel Inc 6,035 7.10 443 31.45
2025-08-13 13F Congress Wealth Management LLC / DE / 6,706 14.59 493 40.57
2025-07-18 13F Philip James Wealth Mangement, LLC 6,427 0.08 472 22.92
2025-08-27 NP HCINX - The Institutional International Equity Portfolio HC Strategic Shares 586 43
2025-07-17 13F Rempart Asset Management Inc. 59,048 0.10 4,342 22.77
2025-08-13 13F Cresset Asset Management, LLC 2,872 211
2025-08-13 13F Walleye Trading LLC Put 56,500 22.03 4,150 49.51
2025-08-13 13F Walleye Trading LLC Call 353,600 111.10 25,972 158.70
2025-08-14 13F Mml Investors Services, Llc 25,290 76.38 2
2025-08-14 13F Tudor Investment Corp Et Al Put 6,300 463
2025-08-20 NP QRPNX - AQR Alternative Risk Premia Fund Class N 0 -100.00 0 -100.00
2025-08-14 13F/A Barclays Plc 31,508 90.71 2
2025-07-22 13F Net Worth Advisory Group 6,332 5.64 465 29.53
2025-08-14 13F Tudor Investment Corp Et Al Call 46,100 3,386
2025-07-24 13F PDS Planning, Inc 7,639 9.69 561 34.53
2025-08-04 13F UNIVEST FINANCIAL Corp 60,782 0.37 4,464 23.01
2025-08-13 13F Healthcare Of Ontario Pension Plan Trust Fund 6,460,702 78.23 475,532 118.87
2025-08-14 13F Ancora Advisors, LLC 200 15
2025-07-14 13F CRA Financial Services, LLC 9,215 0.80 677 23.58
2025-08-05 13F Crestwood Advisors Group LLC 4,793 1.72 352 24.82
2025-07-16 13F MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 109,835 234.63 8,062 310.07
2025-08-14 13F Fmr Llc 10,887,435 40.70 800,797 72.70
2025-08-28 NP SSGVX - State Street Global Equity ex-U.S. Index Portfolio State Street Global All Cap Equity ex-U.S. Index Portfolio This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 500,198 7.22 36,717 31.37
2025-08-22 NP FWATX - Fidelity Advisor Multi-Asset Income Fund Class A This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 303,500 73.33 22,323 112.76
2025-06-26 NP Dfa Investment Dimensions Group Inc - Va International Value Portfolio This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 88,723 426.70 5,659 425.84
2025-08-13 13F Grantham, Mayo, Van Otterloo & Co. LLC 780,723 5.64 57,309 29.43
2025-08-14 13F Colony Group, LLC 25,459 1.96 1,870 24.93
2025-08-08 13F Creative Planning 191,010 9.71 14,030 34.43
2025-08-11 13F Brown Brothers Harriman & Co 2,471 1.94 181 24.83
2025-08-14 13F Wasatch Advisors Inc 50,210 4.19 3,695 27.94
2025-08-20 NP QCFIX - AQR CVX Fusion Fund Class I Short -110 -8
2025-08-15 13F CI Private Wealth, LLC 114,850 53.74 8,436 88.41
2025-08-12 13F MAI Capital Management 3,670 21.77 270 49.44
2025-07-31 13F Linden Thomas Advisory Services, LLC 8,562 9.11 629 33.62
2025-08-12 13F BlackRock, Inc. 1,743,921 10.47 128,091 35.36
2025-08-08 13F Larson Financial Group LLC 713 66.59 52 108.00
2025-08-12 13F XTX Topco Ltd 106,991 7,858
2025-08-12 13F Journey Strategic Wealth Llc 3,886 285
2025-07-24 13F Callan Family Office, LLC 8,179 601
2025-06-30 NP VT - Vanguard Total World Stock Index Fund ETF Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1,152,858 5.28 73,666 17.93
2025-07-31 13F Carrera Capital Advisors 4,873 358
2025-08-04 13F IFG Advisory, LLC 24,327 2.42 1,787 25.51
2025-08-12 13F J.w. Cole Advisors, Inc. 6,005 14.53 441 40.45
2025-08-07 13F Connor, Clark & Lunn Investment Management Ltd. 9,796,385 1.33 721,009 24.44
2025-07-24 13F Us Bancorp \de\ 21,241 8.01 1,560 32.43
2025-08-28 NP CWI - SPDR(R) MSCI ACWI EX-US ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 127,478 0.35 9,357 22.96
2025-08-14 13F Caisse De Depot Et Placement Du Quebec 1,387,487 26.94 101,847 55.53
2025-08-28 NP SPGM - SPDR(R) Portfolio MSCI Global Stock Market ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 20,437 2.95 1,500 26.16
2025-07-25 NP UTMAX - Target Managed Allocation Fund 78,884 448.34 5,448 521.21
2025-08-14 13F Man Group plc 131,871 2.62 9,680 25.67
2025-08-12 13F Park Square Financial Group, LLC 437 102.31 32 166.67
2025-08-14 13F Polar Asset Management Partners Inc. Call 50,000 3,676
2025-08-14 13F Polar Asset Management Partners Inc. 43,800 3,220
2025-08-25 13F/A Neuberger Berman Group LLC 438,624 17.67 32,197 44.16
2025-08-11 13F Principal Securities, Inc. 15,055 4,619.44 1,106 6,806.25
2025-08-13 13F Kilter Group LLC 5 0
2025-08-14 13F Axa S.a. 164,172 253.71 12,058 333.43
2025-08-01 13F Rossby Financial, LCC 51 4
2025-08-12 13F LPL Financial LLC 179,848 23.88 13,210 51.81
2025-08-13 13F 1832 Asset Management L.P. 22,548,848 0.45 1,656,213 23.09
2025-08-14 13F Susquehanna International Group, Llp Put 698,800 106.14 51,327 152.60
2025-08-01 13F Bessemer Group Inc 691,479 470.71 51 614.29
2025-08-20 NP QLFIX - AQR LSE Fusion Fund Class I 102 8
2025-07-29 13F Private Trust Co Na 1,270 125.98 93 181.82
2025-07-16 13F Signaturefd, Llc 23,186 8.29 1,703 32.74
2025-08-08 13F Avantax Advisory Services, Inc. 12,040 43.04 884 75.40
2025-08-13 13F Arrowstreet Capital, Limited Partnership 1,082,434 79,524
2025-07-25 NP MFSI - MFS Active International ETF 44,756 44.37 3,090 66.40
2025-06-26 NP IXUS - iShares Core MSCI Total International Stock ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 2,189,483 1.87 139,904 14.11
2025-08-14 13F Optiver Holding B.V. 77 6
2025-08-27 NP RYDEX VARIABLE TRUST - Banking Fund Variable Annuity 1,079 51.76 79 88.10
2025-09-04 13F/A Advisor Group Holdings, Inc. 42,190 20.86 3,095 47.80
2025-06-26 NP FSCJX - Fidelity SAI Canada Equity Index Fund 4,273,902 82.49 273,094 104.40
2025-08-22 NP FVWSX - Fidelity Series Opportunistic Insights Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 103,000 7,576
2025-08-14 13F Sagard Holdings Management Inc. 4,409 324
2025-08-14 13F Smartleaf Asset Management LLC 525 660.87 38 850.00
2025-06-26 NP DFIV - Dimensional International Value ETF 1,673,144 372.38 106,713 372.43
2025-08-14 13F Citadel Advisors Llc Call 1,218,900 6.31 89,528 30.27
2025-08-28 NP RAYD - Rayliant Quantitative Developed Market Equity ETF 27,000 1,982
2025-08-26 NP GMOI - GMO International Value ETF 81,712 27.24 6,010 56.19
2025-08-14 13F Citadel Advisors Llc 1,187,946 89.79 87,255 132.57
2025-08-14 13F D. E. Shaw & Co., Inc. Put 3,248,500 70.21 239,102 109.05
2025-07-21 13F Stock Yards Bank & Trust Co 2,744 202
2025-06-18 NP RMYAX - Multi-Strategy Income Fund Class A 565 9.50 36 24.14
2025-08-08 13F Citizens Financial Group Inc/ri 3,518 2.12 258 25.24
2025-08-13 13F Mount Yale Investment Advisors, LLC 431 32
2025-08-22 NP FLCNX - Fidelity Contrafund K6 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 293,084 21,557
2025-08-13 13F Jones Financial Companies Lllp 37,156 15.31 2,697 38.88
2025-08-14 13F Towarzystwo Funduszy Inwestycyjnych Pzu Sa 1,075 1.13 79 23.81
2025-08-13 13F West Family Investments, Inc. 5,918 63.71 435 100.93
2025-08-06 13F Harvest Portfolios Group Inc. 53,678 6.10 3,948 30.25
2025-07-22 13F Clarius Group, LLC 2,847 209
2025-08-11 13F Nicola Wealth Management Ltd. 617,602 21.10 45,418 48.56
2025-08-13 13F Westerkirk Capital Inc. 88,571 6,506
2025-06-26 NP AMRMX - AMERICAN MUTUAL FUND Class A 2,281,696 540.86 145,796 542.08
2025-07-15 13F Ballentine Partners, LLC 11,559 2.09 849 25.22
2025-06-26 NP CRBN - iShares MSCI ACWI Low Carbon Target ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 25,344 1.67 1,619 13.85
2025-08-27 NP VTMGX - Vanguard Developed Markets Index Fund Admiral Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 15,917,268 2.56 1,170,753 25.89
2025-08-08 13F Atlantic Trust, LLC 3,048 662.00 224 869.57
2025-08-07 13F Donaldson Capital Management, Llc 15,020 3.74 1,103 27.22
2025-08-12 13F SRS Capital Advisors, Inc. 131 54.12 79 1,480.00
2025-08-14 13F Capstone Investment Advisors, Llc 9,198 676
2025-08-04 13F Pensionmark Financial Group, Llc 6,915 43.82 508 76.04
2025-08-12 13F Aviso Financial Inc. 1,671,746 1.24 122,938 24.20
2025-07-11 13F Wright Investors Service Inc 5,827 3.06 428 26.33
2025-08-12 13F ABN AMRO Bank N.V. 0 0
2025-08-11 13F Nordwand Advisors, LLC 20,800 1,528
2025-08-28 NP DMCY - DEMOCRACY INTERNATIONAL FUND Shares 790 2.86 58 23.91
2025-07-25 NP FNDF - Schwab Fundamental International Large Company Index ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1,098,695 5.50 75,729 20.90
2025-08-08 13F denkapparat Operations GmbH 22,600 1,663
2025-08-22 NP CVIE - Calvert International Responsible Index ETF 14,848 26.16 1,092 54.89
2025-07-22 NP GSIE - Goldman Sachs ActiveBeta(R) International Equity ETF 219,727 2.91 15,145 17.93
2025-08-20 NP QNZNX - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N Short -661 -61.79 -49 -47.83
2025-08-11 13F Private Advisor Group, LLC 19,847 26.92 1,458 55.50
2025-08-07 13F Sierra Ocean, Llc 458 40.06 34 73.68
2025-08-14 13F Stifel Financial Corp 110,328 51.12 8,104 85.17
2025-08-27 NP HCSRX - The Catholic SRI Growth Portfolio HC Strategic Shares 1,718 40.02 126 72.60
2025-07-30 13F Lorne Steinberg Wealth Management Inc. 149,177 0.23 10,980 22.99
2025-07-30 13F First Citizens Bank & Trust Co 13,258 101.31 974 146.95
2025-07-22 13F IMC-Chicago, LLC Put 35,800 55.65 2,630 90.78
2025-08-14 13F Janus Henderson Group Plc 177,988 0.02 13,061 21.35
2025-06-30 NP VGTSX - Vanguard Total International Stock Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 25,089,258 1.28 1,603,157 13.45
2025-07-25 13F Yousif Capital Management, Llc 20,111 9.53 1,477 34.27
2025-08-29 NP JVANX - International Equity Index Trust NAV 62,484 3.31 4,596 26.79
2025-07-21 13F Credential Qtrade Securities Inc. 2,124,259 2.36 128,237 -4.39
2025-08-14 13F D. E. Shaw & Co., Inc. 2,293,046 970.25 168,705 1,213.79
2025-06-26 NP FNDMX - Fidelity Series Sustainable Non-U.S. Developed Markets Fund 1,949 7.26 125 20.39
2025-08-14 13F EP Wealth Advisors, Inc. 19,274 95.14 1,416 139.02
2025-05-28 NP BLACKROCK ADVANTAGE GLOBAL FUND, INC. - BLACKROCK ADVANTAGE GLOBAL FUND, INC. Investor A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 7,799 20.32 467 35.36
2025-08-13 13F Amundi 2,947,990 17.03 223,499 41.99
2025-08-18 13F Wolverine Trading, Llc Call 130,800 15.85 9,495 39.49
2025-08-18 13F Wolverine Trading, Llc Put 102,200 13.18 7,419 36.26
2025-08-14 13F Group One Trading, L.p. Call 145,200 13.53 10,665 39.11
2025-08-18 13F Wolverine Trading, Llc 58,935 8.74 4,278 30.95
2025-08-06 13F First Horizon Advisors, Inc. 329 167.48 24 242.86
2025-08-12 13F Steward Partners Investment Advisory, Llc 15,759 3.32 1,157 26.59
2025-08-14 13F Alliancebernstein L.p. 132,042 3.65 9,698 27.00
2025-08-14 13F Clark Capital Management Group, Inc. 867,876 10,924.85 63,745 13,433.97
2025-07-24 13F Brucke Financial, Inc. 6,996 5.78 514 21.85
2025-08-08 13F Ontario Teachers Pension Plan Board 2,446,307 303.97 180,047 396.11
2025-08-13 13F Pictet Asset Management Holding SA 1,008,999 4.84 74,065 28.44
2025-08-14 13F Algert Global Llc 5,005 17.35 0
2025-08-05 13F WorthPointe, LLC 3,062 225
2025-08-08 13F Tobam 490 44.54 0
2025-08-20 NP WAIVX - Wasatch International Value Fund Investor Class 2,710 23.80 199 51.91
2025-08-19 13F Newbridge Financial Services Group, Inc. 230 40.24 17 77.78
2025-08-13 13F Renaissance Technologies Llc 1,056,680 90.26 77,613 133.15
2025-08-22 NP Columbia Funds Variable Series Trust II - CTIVP - AQR International Core Equity Fund Class 1 98,269 7,228
2025-08-14 13F UBS Group AG 1,635,786 23.35 120,149 51.15
2025-07-29 13F Commons Capital, Llc 18,117 1.19 1,331 23.95
2025-08-05 13F Plato Investment Management Ltd 40,872 2,989
2025-08-14 13F Woodbridge CO LTD 388,202 28,537
2025-08-12 13F Charles Schwab Investment Management Inc 5,038,932 3.20 369,913 26.45
2025-08-13 13F Edgestream Partners, L.P. 4,644 341
2025-08-14 13F Bank Of America Corp /de/ 6,477,997 20.79 475,809 48.01
2025-08-15 13F Harvest Fund Management Co., Ltd 151 0
2025-08-11 13F Independent Advisor Alliance 3,279 241
2025-08-13 13F Te Ahumairangi Investment Management Ltd 61,351 3.32 5 33.33
2025-08-11 13F Cornerstone Planning Group LLC 198 69.23 14 100.00
2025-08-13 13F EverSource Wealth Advisors, LLC 627 22.70 46 53.33
2025-06-30 NP VIHAX - Vanguard International High Dividend Yield Index Fund Admiral Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1,264,889 11.62 80,824 25.03
2025-08-11 13F Citigroup Inc 767,790 20.56 56,359 47.70
2025-07-15 13F Public Employees Retirement System Of Ohio 362,353 132.19 26,604 184.52
2025-08-27 NP GSIB - Themes Global Systemically Important Banks ETF 6,365 62.37 468 99.57
2025-07-09 13F Massmutual Trust Co Fsb/adv 1,641 1.36 121 23.71
2025-07-21 13F Credential Securities Inc. 528,518 3.50 30,583 5.68
2025-06-26 NP IDEV - iShares Core MSCI International Developed Markets ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1,412,407 8.98 90,250 22.07
2025-06-26 NP DFAI - Dimensional International Core Equity Market ETF 500,117 11.26 31,897 24.34
2025-08-29 NP John Hancock Hedged Equity & Income Fund 9,085 668
2025-07-31 13F Buckingham Strategic Partners 3,081 226
2025-08-07 13F Resources Investment Advisors, LLC. 8,627 0.30 634 22.91
2025-08-14 13F Two Sigma Advisers, Lp 118,200 8,682
2025-08-15 13F Equitable Holdings, Inc. 27,511 3.64 2,021 26.96
2025-08-14 13F GWM Advisors LLC 8,039 25.28 590 53.65
2025-07-28 NP AVDE - Avantis International Equity ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 280,046 10.70 19,339 27.66
2025-08-14 13F Mercer Global Advisors Inc /adv 13,605 9.15 999 33.73
2025-07-14 13F Park Avenue Securities Llc 38,576 152.64 3
2025-08-27 NP JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I) 20,106 82.19 1,479 123.60
2025-08-05 13F Simplex Trading, Llc Put 48,300 17.23 4 50.00
2025-07-29 NP GTMIX - GMO Tax-Managed International Equities Fund Class III 234,100 11.69 16,166 28.79
2025-08-13 13F Norges Bank 20,973,483 1,543,639
2025-06-26 NP FZILX - Fidelity ZERO International Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 307,805 7.16 19,668 20.04
2025-07-22 13F Valeo Financial Advisors, LLC 3,178 233
2025-08-14 13F Toroso Investments, LLC 9,454 694
2025-08-14 13F Wiley Bros.-aintree Capital, Llc 25,920 21.34 1,904 47.86
2025-08-12 13F Prudential Financial Inc 12,892 946
2025-07-29 NP Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF 99,322 4.70 6,846 19.98
2025-08-07 13F Aviva Plc 1,310,259 7.07 96,356 31.29
2025-08-22 NP FCNTX - Fidelity Contrafund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1,362,444 100,211
2025-08-26 NP FTHI - First Trust BuyWrite Income ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 50,419 2.91 3,703 26.12
2025-08-12 13F Jpmorgan Chase & Co 12,174,499 21.81 894,217 49.27
2025-07-22 13F Grimes & Company, Inc. 33,674 1.21 2,473 24.02
2025-06-18 NP RGEAX - Global Equity Fund Class A 2,377 25.83 152 41.12
2025-08-14 13F Wetherby Asset Management Inc 17,662 34.90 1,297 86.08
2025-08-27 13F/A Brinker Capital Investments, LLC 23,300 9.15 1,711 33.78
2025-08-26 NP IXG - iShares Global Financials ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 68,604 2.23 5,046 25.47
2025-08-11 13F Vanguard Group Inc 77,187,442 3.42 5,677,291 26.95
2025-08-13 13F Dixon Mitchell Investment Counsel Inc. 1,644,468 1.35 120,785 24.17
2025-05-15 13F CAPROCK Group, Inc. 9,208 70.77 552 91.99
2025-06-26 NP BlackRock ETF Trust - BlackRock International Dividend ETF 244,071 15,596
2025-08-06 13F Savant Capital, LLC 11,391 76.77 837 116.58
2025-08-12 13F O'shaughnessy Asset Management, Llc 312,010 55.50 22,953 90.87
2025-07-23 13F Sax Wealth Advisors, Llc 3,048 224
2025-08-14 13F Aprio Wealth Management, LLC 4,484 16.62 329 43.04
2025-08-14 13F CIBC World Markets Inc. Call 2,071,000 77.01 152,115 116.92
2025-08-01 13F Envestnet Asset Management Inc 289,489 152.45 21,263 209.37
2025-08-28 NP NZAC - SPDR MSCI ACWI Low Carbon Target ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 5,205 4.48 382 28.19
2025-08-14 13F Quantinno Capital Management LP 79,238 35.62 5,820 66.19
2025-05-15 13F/A Orion Portfolio Solutions, LLC 21,346 42.07 1,279 60.08
2025-08-20 NP AIMOX - AQR International Momentum Style Fund Class I 3,074 226
2025-08-04 13F Arkadios Wealth Advisors 2,956 217
2025-08-12 13F Virtu Financial LLC 9,868 1
2025-08-12 13F Kohmann Bosshard Financial Services, LLC 5,600 43.04 411 75.64
2025-08-14 13F Glenmede Investment Management, LP 9,423 692
2025-06-24 NP SFNNX - Schwab Fundamental International Large Company Index Fund Institutional Shares This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 232,284 3.89 14,843 16.36
2025-07-10 13F Wealth Enhancement Advisory Services, Llc 24,521 43.78 1,840 79.94
2025-08-11 13F Western Wealth Management, LLC 3,155 232
2025-08-13 13F Capital Fund Management S.a. Call 227,900 86.65 16,739 128.74
2025-08-13 13F Capital Fund Management S.a. Put 97,200 511.32 7,139 649.11
2025-07-29 13F Cidel Asset Management Inc 548,715 1.96 40,278 24.92
2025-07-14 13F Main Line Retirement Advisors, LLC 23,842 1.19 1,751 24.01
2025-07-15 13F Wealth Effects Llc 3,258 239
2025-06-26 NP FITFX - Fidelity Flex International Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 181,957 1.36 11,627 13.54
2025-08-29 NP MFDX - PIMCO RAFI Dynamic Multi-Factor International Equity ETF 11,900 285.61 875 362.96
2025-07-25 13F JustInvest LLC 34,493 15.50 2,534 41.51
2025-08-07 13F Vise Technologies, Inc. 25,559 51.72 1,877 109.49
2025-08-05 13F Westside Investment Management, Inc. 235 17
2025-08-13 13F Beacon Pointe Advisors, LLC 5,616 1.68 412 24.47
2025-07-24 NP BLACKROCK SERIES, INC. - BlackRock International Fund Investor A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 458,443 31,659
2025-08-05 13F Bank of New York Mellon Corp 1,658,144 3.22 121,791 26.48
2025-07-18 13F Gold Investment Management Ltd. 114,797 1.18 8,458 24.36
2025-08-26 NP GIEYX - INTERNATIONAL EQUITY FUND Institutional 141,236 3.35 10,388 26.85
2025-06-26 NP SGIDX - Steward Global Equity Income Fund Class A 83,742 7.31 5,341 19.94
2025-08-28 NP SPDW - SPDR(R) Portfolio Developed World ex-US ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1,838,224 2.77 134,933 25.91
2025-08-06 13F Mark Sheptoff Financial Planning, Llc 59 4
2025-05-05 13F Lindbrook Capital, Llc 3,052 12.37 183 26.39
2025-07-30 13F Probity Advisors, Inc. 25,484 1.79 1,872 24.73
2025-08-11 13F HighTower Advisors, LLC 183,507 1.05 13,479 23.82
2025-08-12 13F Pathstone Holdings, LLC 20,886 9.87 1,534 34.80
2025-08-04 13F Atria Investments Llc 9,232 38.64 678 69.92
2025-08-04 13F Assetmark, Inc 282 7.63 21 33.33
2025-08-13 13F Twin Peaks Wealth Advisors, LLC 254 19
2025-08-11 13F Bell Investment Advisors, Inc 143 6.72 11 25.00
2025-08-14 13F Aqr Capital Management Llc 39,700 318.69 2,916 413.38
2025-08-14 13F Verition Fund Management LLC 3,108 228
2025-05-22 NP RODE - Hartford Multifactor Diversified International ETF 382 141.77 23 175.00
2025-07-21 13F Successful Portfolios LLC 3,234 238
2025-07-29 NP John Hancock Funds II - International Strategic Equity Allocation Fund Class NAV 237,410 11.10 16,395 28.12
2025-08-14 13F Worldquant Millennium Advisors Llc 20,075 1,476
2025-07-09 13F Breakwater Capital Group 2,793 205
2025-08-14 13F Erste Asset Management GmbH 257,027 5.60 35,054 140.29
2025-08-08 13F TD Capital Management LLC 27 3.85 2 0.00
2025-08-13 13F Colonial Trust Co / SC 4,860 0.10 357 22.76
2025-07-25 13F Atria Wealth Solutions, Inc. 3,171 233
2025-08-04 13F Wealth Management Associates, Inc. 5,461 0.44 401 23.38
2025-08-04 13F Spire Wealth Management 3,072 112.74 226 161.63
2025-08-13 13F Russell Investments Group, Ltd. 866,576 12.56 63,518 37.65
2025-08-14 13F Nebula Research & Development LLC 15,669 1,151
2025-08-08 13F Cetera Investment Advisers 68,633 68.17 5,041 106.09
2025-08-14 13F Balanced Rock Investment Advisor 15,110 0.85 1,110 23.50
2025-06-24 NP QLVD - FlexShares Developed Markets ex-US Quality Low Volatility Index Fund This fund is a listed as child fund of Northern Trust Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 4,532 9.36 289 21.94
2025-07-31 13F United Community Bank 3,150 1.09 231 24.19
2025-06-26 NP SIDVX - Hartford Schroders International Multi-Cap Value Fund Class A 278,902 28.91 17,821 44.39
2025-08-14 13F Macquarie Group Ltd 201,436 8.31 20,064 25.98
2025-07-18 13F Generali Investments CEE, investicni spolecnost, a.s. 53,000 17.78 3,893 44.31
2025-07-16 13F Essex Financial Services, Inc. 7,695 0.03 565 22.56
2025-07-31 13F Pacitti Group Inc. 6,409 0.03 471 22.40
2025-07-25 NP SCHF - Schwab International Equity ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 3,659,674 3.11 252,247 18.16
2025-07-09 13F Riversedge Advisors, Llc 2,994 220
2025-08-29 NP JRSAX - Janus Henderson U.S. Managed Volatility Fund Class A 19,736 79.32 1,450 119.88
2025-08-08 13F Intech Investment Management Llc 108,171 20.83 7,940 48.05
2025-07-25 NP PABD - iShares Paris-Aligned Climate MSCI World ex USA ETF 16,044 42.94 1,108 64.73
2025-07-25 13F Means Investment Co., Inc. 3,561 0.39 262 23.11
2025-07-15 13F Beacon Investment Advisory Services, Inc. 2,963 218
2025-07-17 13F V-Square Quantitative Management LLC 308 23
2025-08-14 13F ICONIQ Capital, LLC 11,003 8.16 808 32.68
2025-07-08 13F Rise Advisors, LLC 30 2
2025-08-05 13F Bridgewater Advisors Inc. 10,994 1.92 808 18.48
2025-08-28 NP GMWEX - GuideMark(R) World ex-US Fund Service Shares 8,232 38.82 605 70.42
2025-08-14 13F Canada Pension Plan Investment Board 12,470,618 18.49 917,832 45.52
2025-06-26 NP FTCEX - Fidelity Total International Equity Fund Fidelity Advisor Total International Equity Fund: Class C This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 25,019 1,599
2025-08-12 13F Global Retirement Partners, LLC 4,680 102.69 344 181.15
2025-07-22 13F Boston Common Asset Management, LLC 4,908 360
2025-08-14 13F Manufacturers Life Insurance Company, The 13,815,706 0.84 1,010,852 22.46
2025-08-25 NP FID - First Trust S&P International Dividend Aristocrats ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 17,063 13.57 1,255 39.44
2025-07-25 NP EWC - iShares MSCI Canada ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 2,258,677 5.09 155,977 21.18
2025-08-06 13F Sustainable Insight Capital Management, LLC 51,800 32.82 3,813 63.12
2025-08-25 NP AMERICAN FUNDS INSURANCE SERIES - Capital Income Builder Class 1 This fund is a listed as child fund of Capital World Investors and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 38,971 2.62 2,866 25.98
2025-08-14 13F Sei Investments Co 15,457 28.66 1,135 57.64
2025-08-08 13F Geode Capital Management, Llc 14,147,217 20.09 1,053,292 46.67
2025-07-17 13F/A Capital Investment Advisors, LLC 3,113 229
2025-06-26 NP ACWX - iShares MSCI ACWI ex U.S. ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 375,560 16.77 23,998 30.80
2025-08-28 NP BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value Short -18,500 -32
2025-07-21 13F Ameritas Advisory Services, LLC 1,361 100
2025-07-09 13F Sivia Capital Partners, LLC 3,521 259
2025-08-14 13F Bnp Paribas Arbitrage, Sa 19,925 237.03 1,463 313.28
2025-08-20 NP QHFRX - AQR MS Fusion HV Fund Class R6 183 13
2025-08-08 13F Wall Street Access Asset Management, LLC 2,885 212
2025-08-13 13F Skandinaviska Enskilda Banken AB (publ) 996,707 309.61 73,208 401.87
2025-08-04 13F Quaker Wealth Management, LLC 428 31
2025-08-13 13F Qtron Investments LLC 6,864 504
2025-08-20 NP QMFNX - AQR MS Fusion Fund Class N 166 12
2025-08-06 13F Achmea Investment Management B.V. 548,046 40
2025-06-26 NP INTF - iShares Edge MSCI Multifactor Intl ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 54,495 46.60 3,482 64.25
2025-08-12 13F Proequities, Inc. Put 0 0
2025-08-12 13F Proequities, Inc. Call 0 0
2025-08-12 13F Proequities, Inc. 0 0
2025-08-27 NP SEASONS SERIES TRUST - SA Multi-Managed International Equity Portfolio Class 1 10,759 6.79 791 31.18
2025-08-07 13F Zurcher Kantonalbank (Zurich Cantonalbank) 743,507 3.62 54,576 26.96
2025-08-08 13F WASHINGTON TRUST Co 3,605 19.97 265 46.67
2025-08-14 13F Two Sigma Investments, Lp 84,010 50.02 6,171 83.85
2025-08-05 13F NewSquare Capital LLC 127,916 4.62 9,267 28.28
2025-08-11 13F Traub Capital Management LLC 1,105 81
2025-07-18 13F Truist Financial Corp 17,159 6.58 1,260 30.57
2025-08-14 13F DKRT Investments Corp. 70,000 5,146
2025-07-21 13F Ascent Group, LLC 5,383 26.78 395 55.51
2025-08-04 13F HBK Sorce Advisory LLC 2,812 207
2025-08-06 13F Coleford Investment Management Ltd. 259,366 4.33 19,071 27.96
2025-07-24 13F Leo Wealth, LLC 3,110 228
2025-08-06 13F Atlantic Union Bankshares Corp 150 11
2025-08-14 13F Goldman Sachs Group Inc 17,059,113 39.64 1,252,992 71.11
2025-07-09 13F Bruce G. Allen Investments, LLC 727 5.06 53 29.27
2025-06-27 NP DFA INVESTMENT DIMENSIONS GROUP INC - International Social Core Equity Portfolio Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 70,974 880.71 4,527 879.65
2025-08-11 13F Nomura Asset Management Co Ltd 0 0
2025-06-26 NP FIVA - Fidelity International Value Factor ETF This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 37,970 3.10 2,421 14.85
2025-07-31 13F Keystone Financial Planning, Inc. 118,799 0.15 8,726 22.73
2025-07-25 13F Natural Investments, Llc 11,100 5.27 1
2025-08-12 13F Saturna Capital CORP 2,850 209
2025-08-07 13F Kestra Private Wealth Services, Llc 8,473 16.36 622 42.66
2025-08-08 13F Advisors Capital Management, LLC 417,083 3.57 30,635 26.92
2025-08-14 13F Raymond James Financial Inc 148,658 1.62 10,919 24.52
2025-07-15 13F Cardinal Capital Management 45,871 1.46 3,369 24.32
2025-07-22 13F Merit Financial Group, LLC 3,922 288
2025-08-08 13F Crossmark Global Holdings, Inc. 219,005 0.78 16,086 23.49
2025-08-14 13F Main Street Financial Solutions, LLC 7,560 87.36 555 130.29
2025-07-23 13F Shell Asset Management Co 75,293 74.00 6 150.00
2025-08-14 13F Periscope Capital Inc. Call 455,000 33,460
2025-07-16 13F Highline Wealth Partners Llc 96 190.91 7 600.00
2025-08-08 13F Pnc Financial Services Group, Inc. 34,384 12.04 2,525 37.30
2025-08-12 13F Dynamic Technology Lab Private Ltd 30,291 2,225
2025-08-07 13F Acadian Asset Management Llc 475,700 1,580.92 35 3,300.00
2025-08-19 13F Cape Investment Advisory, Inc. 600 44
2025-08-13 13F Capital Research Global Investors 5,664,549 0.45 416,601 23.29
2025-08-08 13F MTM Investment Management, LLC 218 16
2025-08-18 13F Geneos Wealth Management Inc. 4,398 88.19 323 130.71
2025-08-07 13F Scheer, Rowlett & Associates Investment Management Ltd. 2,113,730 2.76 155,570 26.19
2025-07-28 13F Harbour Investments, Inc. 2,088 0.24 153 23.39
2025-06-26 NP ETISX - E*TRADE No Fee International Index Fund 1,054 67
2025-08-14 13F Integrated Wealth Concepts LLC 21,866 9.22 1,606 33.83
2025-08-06 13F Asahi Life Asset Management Co., Ltd. 5,510 404
2025-07-25 13F Verdence Capital Advisors LLC 4,721 1.57 347 24.46
2025-07-15 13F Fifth Third Bancorp 853 4.28 63 26.53
2025-08-07 13F LOM Asset Management Ltd 1,252 0
2025-08-12 13F Picton Mahoney Asset Management 3,651,196 267
2025-08-11 13F Waratah Capital Advisors Ltd. 130,683 31.88 9,599 61.61
2025-07-30 13F Blume Capital Management, Inc. 4 0
2025-08-14 13F Peak6 Llc Put 515,500 75.94 37,863 115.60
2025-08-14 13F Peak6 Llc Call 1,401,800 647.63 102,962 816.20
2025-06-26 NP FTIHX - Fidelity Total International Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 774,634 2.60 49,498 14.92
2025-08-20 NP RGLO - Global Equity Active ETF 2,772 204
2025-08-12 13F Prudential Plc 17,701 1,303
2025-07-24 13F Blair William & Co/il 4,758 0.02 349 22.46
2025-08-14 13F Parallax Volatility Advisers, L.P. Call 145,100 0.07 10,658 22.62
2025-07-24 13F MFA Wealth Services 4,220 0.98 310 23.60
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Contrafund Portfolio Initial Class 134,100 9,863
2025-08-07 13F Commerce Bank 2,981 219
2025-08-14 13F CoreCap Advisors, LLC 480 45.45 35 84.21
2025-08-14 13F/A Rockefeller Capital Management L.P. 21,110 1.32 1,551 24.20
2025-08-06 13F Genus Capital Management Inc. 120,248 6.58 8,827 30.58
2025-07-23 13F Triasima Portfolio Management inc. 115,690 8,492
2025-07-30 13F Bleakley Financial Group, LLC 10,833 796
2025-08-05 13F K.J. Harrison & Partners Inc 82,198 0.15 6,035 22.59
2025-07-22 NP FSTBX - FEDERATED GLOBAL ALLOCATION FUND Class A Shares This fund is a listed as child fund of Federated Hermes, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 396 365.88 27 440.00
2025-08-07 13F Allworth Financial LP 3,151 19.27 231 40.85
2025-06-18 NP RAZAX - Multi-Asset Growth Strategy Fund Class A 2,852 2.44 182 15.19
2025-08-20 NP AQMIX - AQR Managed Futures Strategy Fund Class I Short -2,272 -167
2025-08-11 13F United Capital Financial Advisers, Llc 4,219 0.96 310 23.60
2025-08-14 13F Atomi Financial Group, Inc. 17,673 32.17 1,298 62.05
2025-08-20 NP QMHIX - AQR Managed Futures Strategy HV Fund Class I Short -1,098 -81
2025-08-12 13F Atlas Capital Advisors Llc 2,712 199
2025-07-22 NP GXUS - Goldman Sachs MarketBeta(R) Total International Equity ETF 29,065 1.63 2,003 16.52
2025-07-24 13F Cyndeo Wealth Partners, LLC 16,416 5.60 1,206 29.43
2025-08-11 13F Strategic Wealth Partners, Ltd. 129 9
2025-07-28 13F Ritholtz Wealth Management 7,854 9.78 577 34.58
2025-08-14 13F Mariner, LLC 55,491 16.49 4,076 42.73
2025-08-01 13F Auto-Owners Insurance Co 50,875 4,877.98 3,737 1,503.43
2025-06-30 NP VEU - Vanguard FTSE All-World ex-US Index Fund ETF Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 3,666,108 3.03 234,258 15.41
2025-08-11 13F Wealthspire Advisors, LLC 4,247 14.60 312 40.09
2025-07-29 NP RBB FUND, INC. - Aquarius International Fund 6,970 13.06 481 30.35
2025-08-12 13F Cumberland Partners Ltd 100,558 31.11 7,392 60.78
2025-08-14 13F Toronto Dominion Bank 2,914,314 40.47 214,417 72.50
2025-07-15 13F West Oak Capital, LLC 200 0
2025-08-25 13F Silverlake Wealth Management Llc 11,997 44.86 881 77.62
2025-07-23 NP DBAW - Xtrackers MSCI All World ex US Hedged Equity ETF 10,647 5.21 735 21.29
2025-08-11 13F O'Neil Global Advisors, Inc. 18,688 1
2025-05-02 13F Retirement Planning Co of New England, Inc. 7,848 470
2025-07-25 13F Richardson Financial Services Inc. 463 34
2025-08-20 NP RINT - International Developed Equity Active ETF 3,969 292
2025-04-02 13F Marcum Wealth, LLC 5,962 11.27 357 25.26
2025-08-13 13F HAP Trading, LLC 48,917 112.79 3,593 79.42
2025-08-14 13F Ieq Capital, Llc 8,990 660
2025-07-25 NP URTH - iShares MSCI World ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 115,791 5.77 7,996 21.98
2025-08-14 13F Toronto Dominion Bank Put 2,307,500 91.97 169,831 135.75
2025-04-23 13F JCIC Asset Management Inc. 8,670 0.93 520 13.57
2025-07-10 13F Piscataqua Savings Bank 263 90.58 19 137.50
2025-07-22 13F Simplicity Wealth,LLC 5,652 415
2025-08-06 13F Sienna Gestion 274,559 11.04 18,401 27.79
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - International Index Portfolio Initial Class 46,218 12.42 3,399 38.00
2025-08-14 13F Ubs Asset Management Americas Inc 2,283,959 8.57 167,757 33.04
2025-08-26 NP TFPN - Blueprint Chesapeake Multi-Asset Trend ETF 9,650 709
2025-07-03 13F Fiduciary Financial Group, Llc 2,916 216
2025-08-14 13F Delta Global Management LP 36,928 2,712
2025-08-28 NP WDIV - SPDR S&P Global Dividend ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 29,171 8.45 2,141 32.90
2025-08-07 13F PCJ Investment Counsel Ltd. 112,030 12.68 8,245 38.39
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CA:TD CA$ 103.16
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