Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di iShares Trust - iShares MSCI ACWI ex U.S. ETF meliputi Glenmede Investment Management, LP, McElhenny Sheffield Capital Management, LLC, Resolute Advisors LLC, Ensign Peak Advisors, Inc, Atlantic Union Bankshares Corp, Midwestern Financial, LLC /IA, Park Edge Advisors, LLC, Adams Wealth Management, CacheTech Inc., Congress Wealth Management LLC / DE /, Laurel Wealth Advisors LLC, Gutierrez Wealth Advisory, LLC, SGLIX - SGI Global Equity Fund Class I Shares, Summit Global Investments, Arcus Capital Partners, LLC, Midwest Trust Co, Euro Pacific Asset Management, LLC, McAdam, LLC, October Effect Ltd, dan Gladwyn Financial Advisors, Inc. .
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.
Tingkatkan ke versi premium untuk membuka data premium.
| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-12 | 13F | RiverFront Investment Group, LLC | 34,706 | 1.71 | 2,115 | 11.73 | ||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 4,329 | 108.43 | 264 | 128.70 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 101,666 | 42.59 | 6 | 100.00 | ||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 3,351 | 204 | ||||||
| 2025-08-15 | 13F | High Falls Advisors, Inc | 7,197 | 10.54 | 439 | 21.33 | ||||
| 2025-07-25 | 13F | LRI Investments, LLC | 365 | 22 | ||||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 3,781 | 230 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 133,166 | 30.00 | 8,115 | 42.88 | ||||
| 2025-08-14 | 13F | Operose Advisors LLC | 6,193 | 1.52 | 377 | 11.54 | ||||
| 2025-08-12 | 13F | FourThought Financial Partners, LLC | 51,511 | 13.63 | 3,139 | 24.91 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 41,744 | 1.42 | 2,544 | 11.44 | ||||
| 2025-08-08 | 13F | Creative Planning | 152,243 | 14.45 | 9,278 | 25.77 | ||||
| 2025-08-14 | 13F | Common Fund For Nonprofit Organizations | 36,289 | 157.46 | 2,211 | 183.10 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 22,083 | 1,346 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 620,781 | 2,516.35 | 37,830 | 2,776.81 | ||||
| 2025-07-23 | 13F | New England Professional Planning Group Inc. | 8,686 | 0.65 | 529 | 10.67 | ||||
| 2025-07-21 | 13F | Abundance Wealth Counselors | 519,369 | 2.18 | 32 | 10.71 | ||||
| 2025-07-07 | 13F | Trust Co | 157,773 | 1.45 | 9,615 | 11.49 | ||||
| 2025-07-23 | 13F | Country Club Bank /gfn | 24,945 | 2.45 | 1,517 | 11.63 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 331,661 | 20 | ||||||
| 2025-08-13 | 13F | Todd Asset Management Llc | 22,481 | 3.75 | 1,370 | 14.07 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 747,363 | 56.82 | 46 | 73.08 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 12,910 | 95.07 | 787 | 114.75 | ||||
| 2025-08-14 | 13F | Alliancebernstein L.p. | 491,180 | 1.19 | 29,933 | 11.21 | ||||
| 2025-08-07 | 13F | Cahill Financial Advisors Inc | 10,949 | 0.41 | 667 | 10.43 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 294,254 | 9.41 | 17,932 | 20.25 | ||||
| 2025-07-22 | 13F | Gutierrez Wealth Advisory, LLC | 19,852 | 1,210 | ||||||
| 2025-07-28 | 13F | Aries Wealth Management | 11,367 | 52.35 | 693 | 67.55 | ||||
| 2025-08-25 | 13F | Silverlake Wealth Management Llc | 4,978 | 2.83 | 303 | 13.06 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 25,528 | 2 | ||||||
| 2025-08-08 | 13F | IMA Wealth, Inc. | 14,205 | 1.43 | 866 | 11.47 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 1,167 | 1.48 | 71 | 12.70 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 10,839 | 661 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 555,390 | 24.53 | 33,845 | 36.86 | ||||
| 2025-08-12 | 13F | Waterloo Capital, L.P. | 82,834 | 62.45 | 5,048 | 78.53 | ||||
| 2025-07-22 | 13F | Red Tortoise LLC | 46,341 | 1.38 | 2,824 | 11.44 | ||||
| 2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 80,495 | 4,896 | ||||||
| 2025-07-18 | 13F | Arcadia Wealth Management, LLC | 154,066 | 2.58 | 9,389 | 12.74 | ||||
| 2025-08-12 | 13F | Boreal Capital Management LLC | 0 | 26 | ||||||
| 2025-08-12 | 13F | Real Talk Capital, LLC | 16,201 | 0.30 | 987 | 10.28 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 981 | 60 | ||||||
| 2025-08-08 | 13F | VERITY Wealth Advisors | 56,111 | 0.37 | 3,419 | 10.33 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 4,810 | 0.23 | 293 | 10.15 | ||||
| 2025-07-14 | 13F | Opal Wealth Advisors, LLC | 2,151 | 137.68 | 131 | 162.00 | ||||
| 2025-08-13 | 13F | GM Advisory Group, Inc. | 829,324 | 7.39 | 50,539 | 18.02 | ||||
| 2025-08-08 | 13F | Calamos Advisors LLC | 36,195 | 6.27 | 2,206 | 16.79 | ||||
| 2025-08-14 | 13F | Bbr Partners, Llc | 4,704 | 5.02 | 287 | 15.32 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 341 | 21 | ||||||
| 2025-08-12 | 13F | Archer Investment Corp | 450 | 50.00 | 27 | 68.75 | ||||
| 2025-07-15 | 13F | First City Capital Management, Inc. | 8,250 | 1.23 | 503 | 11.31 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 105,253 | 4.08 | 6 | 20.00 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 10,660 | 15.19 | 650 | 26.51 | ||||
| 2025-07-21 | 13F | Ntv Asset Management Llc | 51,746 | 0.10 | 3,153 | 10.01 | ||||
| 2025-08-08 | 13F | Allianz Se | 2,477 | 252.85 | 151 | 294.74 | ||||
| 2025-08-12 | 13F | Prudential Financial Inc | 9,320 | 568 | ||||||
| 2025-05-13 | 13F | Adams Wealth Management | 40,230 | 2,231 | ||||||
| 2025-07-18 | 13F | Madrona Financial Services, LLC | 193,407 | 13.58 | 11,786 | 24.83 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 222,884 | 23.03 | 13,581 | 35.20 | ||||
| 2025-08-01 | 13F | Jennison Associates Llc | 163,883 | 272.22 | 9,987 | 309.14 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 536 | 33 | ||||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 7,745 | 0.73 | 472 | 10.80 | ||||
| 2025-08-11 | 13F | October Effect Ltd | 8,856 | 540 | ||||||
| 2025-05-13 | 13F | CacheTech Inc. | 40,230 | 2,231 | ||||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 3,818 | 233 | ||||||
| 2025-08-07 | 13F | Fountainhead AM, LLC | 7,732 | 28.61 | 471 | 41.44 | ||||
| 2025-07-22 | 13F | Chemung Canal Trust Co | 27,650 | 1.37 | 1,685 | 11.38 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 238,180 | 27.20 | 15 | 40.00 | ||||
| 2025-08-13 | 13F | Md Sass Investors Services Inc | 62,260 | 0.81 | 3,794 | 10.81 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 133,040 | 176.11 | 8,107 | 203.52 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 18,370 | 32.16 | 1,119 | 45.32 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 7,430 | 4.25 | 453 | 14.43 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 46,759 | 7.01 | 2,850 | 17.63 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 5,127 | 312 | ||||||
| 2025-08-05 | 13F | Aviance Capital Partners, LLC | 4,197 | 1.43 | 256 | 11.35 | ||||
| 2025-07-15 | 13F | McAdam, LLC | 9,686 | 590 | ||||||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 215,241 | 822.16 | 13,117 | 913.60 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 2,000 | 11.48 | 122 | 22.22 | ||||
| 2025-08-14 | 13F | Camden Capital, LLC | 52,170 | 1.43 | 3,179 | 11.47 | ||||
| 2025-08-29 | 13F | Total Investment Management Inc | 250 | 15 | ||||||
| 2025-07-21 | 13F | Stock Yards Bank & Trust Co | 23,493 | 114.02 | 1,432 | 135.36 | ||||
| 2025-07-18 | 13F | Philip James Wealth Mangement, LLC | 50,956 | 0.34 | 3,105 | 10.26 | ||||
| 2025-08-12 | 13F | Rhumbline Advisers | 153,085 | 4.10 | 9,329 | 14.41 | ||||
| 2025-08-14 | 13F | DRW Securities, LLC | 116,618 | 7,108 | ||||||
| 2025-07-28 | 13F | Allianz Asset Management GmbH | 1,400 | 85 | ||||||
| 2025-07-24 | 13F | Blair William & Co/il | 340,436 | 14.83 | 20,746 | 26.21 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 2,611,549 | 52.48 | 159,148 | 67.58 | ||||
| 2025-08-07 | 13F | Resolute Advisors LLC | 455,000 | 27,728 | ||||||
| 2025-05-12 | 13F | Sandy Spring Bank | 26 | 1 | ||||||
| 2025-08-08 | 13F | City Of London Investment Management Co Ltd | 37,000 | 2,255 | ||||||
| 2025-08-08 | 13F | Nixon Peabody Trust Co | 30,617 | 8.65 | 1,866 | 19.40 | ||||
| 2025-07-15 | 13F | DKM Wealth Management, Inc. | 16,160 | 20.51 | 985 | 32.44 | ||||
| 2025-07-30 | 13F | MEMBERS Trust Co | 7,650 | 466 | ||||||
| 2025-04-03 | 13F | First Hawaiian Bank | 134,958 | 98.19 | 7,483 | 110.73 | ||||
| 2025-08-14 | 13F | Sand Hill Global Advisors, LLC | 117,293 | 1.84 | 7,148 | 11.92 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 13,972 | 28.51 | 851 | 41.36 | ||||
| 2025-07-24 | 13F | Eastern Bank | 59,637 | 2.20 | 3,634 | 12.33 | ||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 1,204 | 73 | ||||||
| 2025-07-21 | 13F | Financial Services Advisory Inc | 244,728 | 1,760.06 | 14,914 | 1,945.68 | ||||
| 2025-07-21 | 13F | Mirae Asset Global Investments Co., Ltd. | 199,557 | 486.93 | 12,161 | 541.06 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 124,852 | 3.37 | 7,609 | 13.60 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 871 | 53 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 277,215 | 1.74 | 16,893 | 11.81 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 2,738 | 48.40 | 167 | 62.75 | ||||
| 2025-07-23 | 13F/A | Euro Pacific Asset Management, LLC | 10,633 | 1 | ||||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 45,965 | 0.00 | 2,801 | 9.93 | ||||
| 2025-07-21 | 13F | Financial Council Asset Management Inc | 51,573 | 0.38 | 3,143 | 10.32 | ||||
| 2025-07-29 | 13F | Arcus Capital Partners, LLC | 12,892 | 786 | ||||||
| 2025-08-14 | 13F | Tudor Investment Corp Et Al | 26,932 | 1,641 | ||||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 33 | 3.12 | 2 | 100.00 | ||||
| 2025-07-16 | 13F | Colton Groome Financial Advisors, Llc | 8,688 | 3.87 | 529 | 11.13 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 1,459,669 | 36.52 | 88,939 | 50.09 | ||||
| 2025-07-07 | 13F | O'Connor Financial Group LLC | 6,695 | 19.70 | 410 | 32.26 | ||||
| 2025-08-14 | 13F | Stonehaven Wealth & Tax Solutions, Llc | 13,132 | 0.26 | 800 | 10.19 | ||||
| 2025-08-07 | 13F | Cumberland Advisors Inc | 169,465 | 13.61 | 10,327 | 24.86 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 1,043 | 1.16 | 0 | |||||
| 2025-08-08 | 13F | Maple Capital Management, Inc. | 10,031 | 2.83 | 611 | 13.15 | ||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 1,649 | 16.21 | 100 | 28.21 | ||||
| 2025-08-14 | 13F | C M Bidwell & Associates Ltd | 70,122 | 1.37 | 4,273 | 11.42 | ||||
| 2025-07-22 | 13F | McElhenny Sheffield Capital Management, LLC | 885,000 | 881 | ||||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 189,770 | 5.13 | 12 | 10.00 | ||||
| 2025-08-06 | 13F | Bensler, LLC | 4,734 | 0.34 | 288 | 10.34 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 11,897 | 7.89 | 725 | 18.49 | ||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 145,902 | 0.50 | 8,891 | 10.46 | ||||
| 2025-08-12 | 13F | Insigneo Advisory Services, Llc | 12,994 | 23.17 | 792 | 35.45 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 66,805 | 7.46 | 3,704 | 14.25 | ||||
| 2025-07-09 | 13F | Mirador Capital Partners LP | 7,743 | 2.41 | 472 | 12.41 | ||||
| 2025-08-12 | 13F | Ensign Peak Advisors, Inc | 371,531 | 22,641 | ||||||
| 2025-07-08 | 13F | Apella Capital, LLC | 108,353 | 0.02 | 6,562 | 14.30 | ||||
| 2025-08-14 | 13F | Vident Advisory, LLC | 8,384 | 0.01 | 511 | 9.91 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 5,389 | 8.13 | 328 | 18.84 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 1,177,709 | 12.52 | 71,770 | 23.66 | ||||
| 2025-08-12 | 13F | XTX Topco Ltd | 7,867 | 39.14 | 479 | 53.04 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 61,462 | 41.56 | 3,746 | 55.59 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 52,495 | 1.46 | 3,199 | 11.50 | ||||
| 2025-07-29 | NP | SGLIX - SGI Global Equity Fund Class I Shares | 18,559 | 1,104 | ||||||
| 2025-08-08 | 13F | Atlantic Trust, LLC | 935 | 57 | ||||||
| 2025-08-13 | 13F | Measured Wealth Private Client Group, LLC | 9,381 | 2.15 | 572 | 12.18 | ||||
| 2025-07-21 | 13F | Fortis Capital Advisors, LLC | 45,590 | 6.17 | 2,778 | 16.67 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 328,461 | 4.14 | 20,016 | 14.46 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 78 | 100.00 | 5 | 100.00 | ||||
| 2025-08-13 | 13F | Avestar Capital, LLC | 8,562 | 2.59 | 522 | 12.77 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 172 | 10 | ||||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 4,317 | 263 | ||||||
| 2025-08-11 | 13F | Nordwand Advisors, LLC | 4,960 | 302 | ||||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 23,168 | 34.30 | 1,412 | 47.59 | ||||
| 2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 5,275 | 1.64 | 321 | 11.85 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 463,246 | 34.09 | 28,230 | 47.37 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 275,868 | 4.03 | 16,811 | 14.33 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 5,024 | 10.44 | 306 | 21.43 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 10,806 | 31.51 | 659 | 62.07 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 36,392 | 115.87 | 2,213 | 135.18 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 4,367 | 66.62 | 266 | 83.45 | ||||
| 2025-08-05 | 13F | Freestone Capital Holdings, LLC | 15,466 | 0.45 | 942 | 10.43 | ||||
| 2025-07-16 | 13F | Kathmere Capital Management, LLC | 5,000 | 305 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 7,598 | 370.17 | 463 | 451.19 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 95,253 | 23.97 | 5,805 | 36.24 | ||||
| 2025-08-11 | 13F | Guidance Point Advisors, LLC | 4,742 | 1.35 | 289 | 11.20 | ||||
| 2025-07-14 | 13F | Signature Securities Group Corporation | 8,800 | 36.14 | 536 | 49.72 | ||||
| 2025-08-14 | 13F | Headlands Technologies LLC | 2,372 | 798.48 | 145 | 928.57 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 7,765 | 0.25 | 473 | 10.26 | ||||
| 2025-08-04 | 13F | Barnes Dennig Private Wealth Management LLC | 9,769 | 714.76 | 595 | 801.52 | ||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 6,245 | 0.06 | 381 | 9.83 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 68,289 | 2.22 | 4,162 | 12.34 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 7,352 | 1.17 | 448 | 11.44 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 300,093 | 6.50 | 18,288 | 17.04 | ||||
| 2025-08-07 | 13F | King Luther Capital Management Corp | 11,367 | 227.01 | ||||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 20,720 | 0 | ||||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 37,442 | 1.77 | 2,282 | 11.81 | ||||
| 2025-08-12 | 13F/A | Brightwater Advisory LLC | 48,163 | 53.60 | 2,935 | 68.87 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 3,477 | 3,004.46 | 212 | 3,416.67 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 274,257 | 51.40 | 16,704 | 66.30 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 293,995 | 17,915 | ||||||
| 2025-07-16 | 13F | Cahaba Wealth Management, Inc. | 8,070 | 1.42 | 492 | 11.34 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 1,497,915 | 5.39 | 91,283 | 15.83 | ||||
| 2025-08-28 | 13F | Midwestern Financial, LLC /IA | 75,960 | 4,629 | ||||||
| 2025-08-19 | 13F | Cim, Llc | 25,886 | 8.43 | 1,577 | 19.20 | ||||
| 2025-07-15 | 13F | Cranbrook Wealth Management, LLC | 749 | 296.30 | 46 | 350.00 | ||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 639,512 | 2.29 | 38,972 | 12.41 | ||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 8,883 | 1.39 | 545 | 12.16 | ||||
| 2025-08-13 | 13F | Bank Of Nova Scotia | 104,125 | 6,345 | ||||||
| 2025-07-16 | 13F | Magnus Financial Group LLC | 5,207 | 16.54 | 317 | 28.34 | ||||
| 2025-08-12 | 13F | Summit Global Investments | 13,739 | 1 | ||||||
| 2025-06-24 | NP | MYINX - MainStay MacKay International Opportunities Fund Investor Class | 29,244 | 10.96 | 1,665 | 17.09 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 4,476,354 | 11.33 | 272,789 | 22.35 | ||||
| 2025-07-09 | 13F | Graves-Light Private Wealth Management, Inc. | 47,886 | 0.01 | 2,918 | 9.95 | ||||
| 2025-08-12 | 13F | DiMeo Schneider & Associates, L.L.C. | 30,796 | 0.28 | 1,877 | 10.22 | ||||
| 2025-08-04 | 13F | Premier Path Wealth Partners, LLC | 180,568 | 18.07 | 11,004 | 29.77 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 138,518 | 29.24 | 8,441 | 42.03 | ||||
| 2025-07-23 | 13F | Winthrop Advisory Group LLC | 968,519 | 5.23 | 59,022 | 15.65 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 10,294 | 627 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 1,159,733 | 38.40 | 70,674 | 52.11 | ||||
| 2025-08-13 | 13F | Yost Capital Management, L.L.C. | 64,000 | 109.84 | 3,900 | 130.63 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 8,873 | 4.93 | 541 | 15.38 | ||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 520 | 1.36 | 32 | 10.71 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 74,884 | 285.90 | 4,563 | 324.07 | ||||
| 2025-08-11 | 13F | Sierra Capital LLC | 56,504 | 0.27 | 3 | 0.00 | ||||
| 2025-08-14 | 13F | Comerica Bank | 295,256 | 11.27 | 17,993 | 22.28 | ||||
| 2025-07-29 | 13F | Consilio Wealth Advisors, Llc | 21,564 | 1,312 | ||||||
| 2025-07-25 | 13F | Concord Wealth Partners | 53 | 3 | ||||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 57,332 | 4.54 | 3,494 | 14.86 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 26,024 | 1.72 | 1,586 | 11.78 | ||||
| 2025-08-13 | 13F | Martin & Co Inc /tn/ | 117,225 | 1.08 | 7,144 | 11.09 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 2,645 | 15.10 | 161 | 26.77 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 249,249 | 0.46 | 15,189 | 10.41 | ||||
| 2025-05-19 | NP | ULTRA SERIES FUND - International Stock Fund Class I | 5,686 | 20.34 | 315 | 25.00 | ||||
| 2025-07-21 | 13F | Atwater Malick LLC | 25,460 | 193.52 | 1,552 | 223.13 | ||||
| 2025-08-04 | 13F | Clear Investment Research, Llc | 95 | 1.06 | 6 | 0.00 | ||||
| 2025-08-11 | 13F | Bedell Frazier Investment Counseling, LLC | 4,359 | 2.61 | 266 | 12.77 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 301 | 1.35 | 18 | 12.50 | ||||
| 2025-07-29 | 13F | Activest Wealth Management | 1,775 | 108 | ||||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 67,736 | 0.07 | 4,128 | 9.97 | ||||
| 2025-07-18 | 13F | Parsons Capital Management Inc/ri | 39,401 | 25.29 | 2,401 | 37.75 | ||||
| 2025-07-30 | 13F | Whittier Trust Co | 167,817 | 5.37 | 10,225 | 15.79 | ||||
| 2025-07-07 | 13F | Park Edge Advisors, LLC | 55,404 | 3,376 | ||||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 1,041,196 | 63,450 | ||||||
| 2025-08-14 | 13F | ICONIQ Capital, LLC | 144,201 | 1.43 | 8,788 | 11.47 | ||||
| 2025-07-11 | 13F | LongView Wealth Management | 7,872 | 27.65 | 480 | 40.47 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 75,100 | 295.26 | 4,577 | 334.57 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 24,065 | 1,467 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 527,478 | 14.48 | 32,145 | 25.82 | ||||
| 2025-08-14 | 13F | Coastal Bridge Advisors, LLC | 8,034 | 49.41 | 490 | 64.09 | ||||
| 2025-07-18 | 13F | Loudon Investment Management, LLC | 7,687 | 0.54 | 468 | 10.64 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 26,040 | 3.63 | 1,627 | 19.02 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 9,999 | 609 | ||||||
| 2025-07-21 | 13F | Sageworth Trust Co of South Dakota | 44,184 | 0.58 | 2,693 | 10.55 | ||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 2,294 | 0.75 | 0 | |||||
| 2025-07-29 | 13F | Gladwyn Financial Advisors, Inc. | 8,397 | 512 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 1,419,537 | 438.17 | 86,506 | 491.45 | ||||
| 2025-07-23 | 13F | Heck Capital Advisors, LLC | 6,041 | 16.87 | 368 | 28.67 | ||||
| 2025-08-12 | 13F | Journey Strategic Wealth Llc | 14,566 | 888 | ||||||
| 2025-07-18 | 13F | TPG Advisors LLC | 6,641 | 0.74 | 405 | 10.68 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 6,953 | 0.62 | 424 | 10.16 | ||||
| 2025-07-15 | 13F | Graypoint LLC | 33,832 | 64.50 | 2,062 | 80.79 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 33,859 | 66.65 | 2,063 | 82.08 | ||||
| 2025-07-29 | 13F | Calamos Wealth Management LLC | 896,900 | 3.55 | 54,657 | 13.80 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 7,218 | 440 | ||||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 7,886 | 37.29 | 481 | 50.94 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 3,608 | 220 | ||||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 3,293 | 201 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 14,481 | 882 | ||||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 3,496 | 147.94 | 213 | 173.08 | ||||
| 2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 4,843 | 1.42 | 295 | 11.74 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 107,093 | 432.01 | 6,615 | 492.74 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 4,336 | 0.23 | 264 | 10.46 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 14,033 | 728.88 | 855 | 819.35 | ||||
| 2025-07-16 | 13F | Badgley Phelps Wealth Managers, LLC | 44,839 | 0.37 | 2,732 | 10.29 | ||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 20,784 | 15.61 | 1,267 | 27.11 | ||||
| 2025-08-14 | 13F | Pennington Partners & Co., Llc | 20,691 | 0.36 | 1,261 | 10.24 | ||||
| 2025-08-14 | 13F | Boston Private Wealth Llc | 71,413 | 4,352 | ||||||
| 2025-07-09 | 13F | Camelot Technology Advisors, Inc. | 5,213 | 0.95 | 318 | 10.84 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 3,906 | 245 | ||||||
| 2025-07-17 | 13F | Oak Family Advisors, Llc | 46,110 | 25.02 | 2,810 | 37.36 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 27 | 3.85 | 2 | 0.00 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 3,777 | 0.67 | 235 | 10.38 | ||||
| 2025-08-01 | 13F | Oarsman Capital, Inc. | 17,206 | 119.02 | 1,049 | 140.92 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 6,237 | 380 | ||||||
| 2025-07-10 | 13F | Security National Bank | 7,539 | 44.54 | 459 | 58.82 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 43 | 65.38 | 3 | 100.00 | ||||
| 2025-07-10 | 13F | PMV Capital Advisers, LLC | 44 | 3 | ||||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 31,068 | 18.02 | 1,893 | 29.75 | ||||
| 2025-07-17 | 13F | Smith Anglin Financial, LLC | 22,624 | 0.81 | 1,379 | 10.77 | ||||
| 2025-07-10 | 13F | Clare Market Investments LLC | 5,730 | 349 | ||||||
| 2025-07-23 | 13F | Lakeshore Capital Group, Inc. | 11,929 | 0.17 | 727 | 10.00 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 3,395 | 207 | ||||||
| 2025-07-25 | 13F | Alpha Financial Partners, LLC | 6,716 | 2.99 | 409 | 13.30 | ||||
| 2025-08-05 | 13F | Hapanowicz & Associates Financial Services, Inc | 81,570 | 13.72 | 4,971 | 24.97 |
