Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF meliputi Premier Financial Group, Atlantic Union Bankshares Corp, M Holdings Securities, Inc., Midwest Trust Co, Fundamentun, Llc, rebel Financial LLC, Roundview Capital LLC, Eaton Financial Holdings Company, LLC, Legacy Capital Wealth Partners, LLC, Sei Investments Co, B&D White Capital Company, LLC, Maseco Llp, Destination Wealth Management, Silverlake Wealth Management Llc, Callan Capital, LLC, Wealth Advisors Northwest LLC, ENDW - Cambria Endowment Style ETF, Cambria Investment Management, L.P., Accurate Wealth Management, LLC, dan Vident Advisory, 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.
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 23,325 | 100.51 | 1 | |||||
| 2025-07-24 | 13F | Accredited Investor Services, Llc | 5,807 | 0.55 | 313 | 5.39 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 289,000 | 11.75 | 14,881 | 3.38 | ||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 33 | 2 | ||||||
| 2025-08-05 | 13F | Integrity Financial Corp /WA | 786 | 13.26 | 42 | 20.00 | ||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 9,478 | 15.44 | 511 | 21.09 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 43,288 | 13.71 | 2,336 | 19.13 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 17,131 | 1.36 | 924 | 6.21 | ||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 14,347 | 2.22 | 774 | 7.20 | ||||
| 2025-07-22 | 13F | Confluence Wealth Services, Inc. | 376,716 | 7.30 | 20,328 | 20.04 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 3,139 | 2.99 | 169 | 8.33 | ||||
| 2025-08-12 | 13F | Lodestone Wealth Management LLC | 16,942 | 2.18 | 914 | 7.15 | ||||
| 2025-07-11 | 13F | Pioneer Wealth Management Group | 121,123 | 1.90 | 6,536 | 6.78 | ||||
| 2025-07-08 | 13F | Henrickson Nauta Wealth Advisors, Inc. | 289,898 | 7.06 | 15,643 | 24.75 | ||||
| 2025-07-16 | 13F | Gradient Capital Advisors, LLC | 140,353 | 0.75 | 7,573 | 5.59 | ||||
| 2025-08-05 | 13F | Mason Investment Advisory Services, Inc. | 119,501 | 0.41 | 6,448 | 5.24 | ||||
| 2025-07-29 | 13F | Aspiriant, Llc | 193,868 | 1.96 | 10,461 | 6.85 | ||||
| 2025-07-23 | 13F | Roundview Capital LLC | 16,169 | 872 | ||||||
| 2025-08-06 | 13F | Disciplined Investors, L.L.C. | 5,174 | 0.21 | 279 | 5.28 | ||||
| 2025-07-14 | 13F | Ridgewood Investments LLC | 7,449 | 63.46 | 402 | 71.37 | ||||
| 2025-07-15 | 13F | Bannerman Wealth Management Group, Llc | 15,478 | 2.72 | 835 | 7.74 | ||||
| 2025-07-14 | 13F | Maryland Capital Advisors Inc. | 63,638 | 30.89 | 3,434 | 37.16 | ||||
| 2025-07-10 | 13F | Strathmore Capital Advisors, Inc. | 42,999 | 31.93 | 2,418 | 33.24 | ||||
| 2025-08-13 | 13F | Truvestments Capital Llc | 424 | 0.47 | 23 | 4.76 | ||||
| 2025-08-08 | 13F | Truepoint, Inc. | 1,535,250 | 5.05 | 82,842 | 10.09 | ||||
| 2025-07-08 | 13F | Rise Advisors, LLC | 234,148 | 4.43 | 12,635 | 9.44 | ||||
| 2025-07-30 | 13F | Towneley Capital Management, Inc / DE | 5,195 | 0.44 | 280 | 5.26 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 18 | 1 | ||||||
| 2025-07-29 | 13F | Financial Synergies Wealth Advisors, Inc. | 32,650 | 0.41 | 1,762 | 5.20 | ||||
| 2025-07-17 | 13F | XY Planning Network, Inc. | 56,848 | 37.83 | 3,068 | 44.47 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 229 | 12 | ||||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 4,883 | 0.74 | 263 | 5.62 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 22,800 | 4.59 | 1,230 | 9.63 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 68,843 | 25.12 | 3,715 | 31.10 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 53,985 | 18.08 | 2,913 | 23.75 | ||||
| 2025-08-05 | 13F | Aviance Capital Partners, LLC | 69,719 | 19.31 | 3,762 | 25.07 | ||||
| 2025-08-01 | 13F | Zhang Financial LLC | 22,595 | 0.39 | 1,219 | 5.27 | ||||
| 2025-07-30 | NP | ENDW - Cambria Endowment Style ETF | 5,844 | 303 | ||||||
| 2025-07-29 | 13F | Lutz Financial Services LLC | 141,608 | 0.25 | 7,641 | 5.06 | ||||
| 2025-08-12 | 13F | McGrath & Associates, Inc. | 18,852 | 3.93 | 1,017 | 8.89 | ||||
| 2025-08-01 | 13F | Redwood Park Advisors LLC | 39,988 | 6.77 | 2,158 | 11.88 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 1,100,761 | 59.42 | 60,037 | 68.87 | ||||
| 2025-07-15 | 13F | Maseco Llp | 9,376 | 506 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 536,252 | 5.75 | 28,936 | 10.82 | ||||
| 2025-07-14 | 13F | Financial Harvest, LLC | 453,903 | 24,493 | ||||||
| 2025-08-14 | 13F | Staley Capital Advisers Inc | 7,271 | 0.47 | 392 | 5.38 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 118,316 | 68.23 | 6,384 | 76.30 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 46,843 | 0.55 | 2,528 | 5.38 | ||||
| 2025-07-23 | 13F | Pillar Financial Advisors, LLC | 154,307 | 0.06 | 8,326 | 4.86 | ||||
| 2025-07-23 | 13F | Joel Isaacson & Co., LLC | 724,343 | 4.13 | 39,086 | 9.12 | ||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 35,634 | 1.04 | 1,923 | 5.90 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 131,800 | 3.94 | 7,112 | 8.93 | ||||
| 2025-07-25 | 13F | Tranquility Partners, LLC | 5,722 | 5.53 | 309 | 10.39 | ||||
| 2025-08-05 | 13F | Astra Wealth Partners LLC | 41,302 | 10.86 | 2,229 | 16.16 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 1,261,350 | 24.34 | 68,062 | 30.31 | ||||
| 2025-07-31 | 13F | 180 Wealth Advisors, Llc | 13,112 | 11.33 | 708 | 16.67 | ||||
| 2025-07-08 | 13F | ShankerValleau Wealth Advisors, Inc. | 220,282 | 2.70 | 11,886 | 7.62 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 12,868 | 7.02 | 1 | |||||
| 2025-08-12 | 13F | Bedel Financial Consulting, Inc. | 50,235 | 7.53 | 2,711 | 16.31 | ||||
| 2025-07-17 | 13F | Claris Advisors, Llc / Mo / | 93,220 | 15.20 | 5,030 | 20.74 | ||||
| 2025-07-23 | 13F | Watershed Private Wealth Llc | 120,792 | 7.85 | 6,518 | 13.02 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 16,848 | 12.98 | 909 | 18.51 | ||||
| 2025-07-22 | 13F | Ellenbecker Investment Group | 4,555 | 0.18 | 246 | 4.70 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 291,576 | 0.56 | 15,733 | 5.39 | ||||
| 2025-07-14 | 13F | BlueSky Wealth Advisors, LLC | 289,256 | 2.19 | 15,608 | 7.09 | ||||
| 2025-08-12 | 13F | Rather & Kittrell, Inc. | 129,926 | 2.46 | 7,011 | 7.38 | ||||
| 2025-07-17 | 13F | Porter White Investment Advisors, Inc. | 84,450 | 0.11 | 4,557 | 4.90 | ||||
| 2025-08-11 | 13F | Pineridge Advisors LLC | 194 | 0.52 | 10 | 11.11 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 108,276 | 0.55 | 5,843 | 5.38 | ||||
| 2025-07-15 | 13F | Great Oak Capital Partners, Llc | 1,337,702 | 10.28 | 74,992 | 11.95 | ||||
| 2025-07-29 | 13F | Financial Symmetry Inc | 10,986 | 1.30 | 593 | 6.09 | ||||
| 2025-07-29 | 13F | Fundamentun, Llc | 33,973 | 1,833 | ||||||
| 2025-04-29 | 13F | Callan Capital, LLC | 6,867 | 354 | ||||||
| 2025-07-09 | 13F | OLIO Financial Planning | 196,397 | 8.84 | 10,598 | 14.06 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 27,800 | 25.19 | 1,500 | 31.23 | ||||
| 2025-07-10 | 13F | Wedmont Private Capital | 9,113 | 15.12 | 512 | 38.38 | ||||
| 2025-07-15 | 13F | Axis Wealth Partners, LLC | 13,822 | 16.94 | 746 | 22.53 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 8,815 | 3.16 | 476 | 8.20 | ||||
| 2025-08-25 | 13F | Silverlake Wealth Management Llc | 7,029 | 379 | ||||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 8,182 | 231.93 | 442 | 250.00 | ||||
| 2025-08-14 | 13F | Bragg Financial Advisors, Inc | 88,940 | 88.20 | 4,799 | 97.25 | ||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 99,511 | 0.29 | 5,370 | 5.09 | ||||
| 2025-07-30 | 13F | Clune & Associates, Ltd. | 75,964 | 10.11 | 4,099 | 15.40 | ||||
| 2025-08-13 | 13F | B&D White Capital Company, LLC | 9,428 | 509 | ||||||
| 2025-08-11 | 13F | Empowered Funds, LLC | 5,844 | 315 | ||||||
| 2025-07-16 | 13F | Kathmere Capital Management, LLC | 8,608 | 56.88 | 464 | 64.54 | ||||
| 2025-07-29 | 13F | Schubert & Co | 32,004 | 0.24 | 1,727 | 5.05 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 39,889 | 217.23 | 2,152 | 232.61 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 4,601,657 | 7.77 | 248,305 | 12.94 | ||||
| 2025-08-11 | 13F | Root Financial Partners, LLC | 28,361 | 24.25 | 1,530 | 30.10 | ||||
| 2025-07-29 | 13F | Graver Capital Management, LLC | 223,673 | 10.37 | 12,069 | 15.67 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 141,448 | 24.15 | 7,633 | 30.11 | ||||
| 2025-07-14 | 13F | Capstone Wealth Management, LLC | 206,143 | 0.09 | 11,123 | 4.89 | ||||
| 2025-07-30 | 13F | Gables Capital Management Inc. | 319 | 17 | ||||||
| 2025-07-08 | 13F | Apella Capital, LLC | 1,657,077 | 1.19 | 91,968 | 15.51 | ||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 392,013 | 7.95 | 21,153 | 13.13 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 541 | 4.04 | 29 | 16.00 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 67,844 | 12.86 | 3,661 | 18.26 | ||||
| 2025-08-05 | 13F | Beckerman Institutional, LLC | 41,226 | 8.12 | 2 | 100.00 | ||||
| 2025-07-14 | 13F | Conrad Siegel Investment Advisors, Inc. | 411,625 | 3.02 | 22,211 | 7.96 | ||||
| 2025-07-14 | 13F | Foster Group, Inc. | 485,275 | 4.36 | 26,185 | 9.36 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 23,941 | 12.27 | 1,292 | 17.58 | ||||
| 2025-07-03 | 13F | Lam Group, Inc. | 30,674 | 0.00 | 1,655 | 4.81 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 15,732 | 56.35 | 849 | 63.71 | ||||
| 2025-08-07 | 13F | Midland Wealth Advisors Llc | 5,534 | 0.45 | 299 | 5.30 | ||||
| 2025-05-15 | 13F | Wealth Management Strategies, Inc. | 10,254 | 0.29 | 528 | 10,440.00 | ||||
| 2025-07-16 | 13F | Exeter Financial, LLC | 8,619 | 0.47 | 465 | 5.44 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 15,281 | 0.37 | 868 | 14.21 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 53,430 | 4.58 | 2,883 | 9.62 | ||||
| 2025-08-11 | 13F | Mosaic Family Wealth Partners, Llc | 472,943 | 3.17 | 25,520 | 8.12 | ||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 79,227 | 2.09 | 4,275 | 7.09 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 4,848 | 19.91 | 262 | 25.48 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 12,131 | 655 | ||||||
| 2025-08-05 | 13F | Huntington National Bank | 81 | 70.21 | ||||||
| 2025-08-12 | 13F | Watchman Group, Inc. | 437,580 | 1.97 | 23,612 | 6.86 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 1,185,067 | 4.51 | 63,946 | 9.53 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 11,140 | 525.14 | 601 | 560.44 | ||||
| 2025-07-17 | 13F | Lauterbach Financial Advisors, LLC | 395,898 | 3.86 | 21,363 | 8.85 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1,553,224 | 10.03 | 83,812 | 15.31 | ||||
| 2025-07-02 | 13F | Helen Stephens Group, LLC | 491,885 | 34.22 | 26,542 | 40.66 | ||||
| 2025-08-12 | 13F | Nemes Rush Group LLC | 640 | 35.02 | 35 | 41.67 | ||||
| 2025-08-12 | 13F | Passive Capital Management, LLC. | 128,609 | 0.03 | 7,106 | 7.33 | ||||
| 2025-08-13 | 13F | Vertex Planning Partners, LLC | 4,602 | 15.95 | 248 | 21.57 | ||||
| 2025-07-15 | 13F | Kelly Financial Group Llc | 300,782 | 11.67 | 16,230 | 17.03 | ||||
| 2025-08-04 | 13F | McMill Wealth Management | 286,572 | 2.59 | 15,478 | 7.61 | ||||
| 2025-07-30 | 13F | Bayshore Asset Management, Llc | 838,424 | 0.10 | 45,241 | 4.90 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 60,112 | 0.81 | 3,095 | -6.75 | ||||
| 2025-07-22 | 13F | Warwick Investment Management, Inc. | 16,086 | 0.46 | 868 | 5.22 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 55,212 | 37.70 | 2,979 | 44.33 | ||||
| 2025-08-07 | 13F | Efficient Advisors, LLC | 122,249 | 14.46 | 6,597 | 19.95 | ||||
| 2025-07-24 | 13F | McKinley Carter Wealth Services, Inc. | 170,130 | 2.01 | 9,180 | 6.91 | ||||
| 2025-08-05 | 13F | Harel Insurance Investments & Financial Services Ltd. | 3,800 | 128.92 | 0 | |||||
| 2025-08-13 | 13F | Northern Trust Corp | 89,162 | 227.63 | 4,811 | 243.40 | ||||
| 2025-07-28 | 13F | Strategent Financial, LLC | 44,323 | 13.59 | 2,392 | 19.01 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 156,852 | 25.52 | 8,464 | 31.54 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 4,712 | 0.45 | 254 | 5.39 | ||||
| 2025-08-12 | 13F | Triune Financial Partners, LLC | 337,188 | 1.04 | 18,195 | 5.88 | ||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 35,665 | 4.42 | 1,836 | -3.42 | ||||
| 2025-07-31 | 13F | BIP Wealth, LLC | 15,120 | 178.76 | 816 | 192.11 | ||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 6,309 | 5.08 | 340 | 10.03 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 24,854 | 43.73 | 1,341 | 50.67 | ||||
| 2025-07-17 | 13F | Nova R Wealth, Inc. | 3,902 | 211 | ||||||
| 2025-08-05 | 13F | AG Asset Advisory, LLC | 46,722 | 4.91 | 2,521 | 9.94 | ||||
| 2025-07-08 | 13F | FF Advisors,LLC | 3,868 | 209 | ||||||
| 2025-07-07 | 13F | Kings Path Partners LLC | 156,124 | 30.26 | 8,424 | 36.51 | ||||
| 2025-08-13 | 13F | Vance Wealth, Inc. | 155,872 | 10.49 | 8,411 | 15.79 | ||||
| 2025-07-10 | 13F | White Wing Wealth Management | 71,655 | 1.56 | 3,867 | 15.68 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 860,757 | 7.92 | 46,447 | 13.09 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 1,198,473 | 8.25 | 64,670 | 13.45 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 449,800 | 3.44 | 24 | 9.09 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 21,296 | 7.97 | 1,149 | 13.31 | ||||
| 2025-07-17 | 13F | Eclectic Associates Inc /adv | 132,919 | 87.80 | 7,172 | 96.82 | ||||
| 2025-04-22 | 13F | Rappaport Reiches Capital Management, LLC | 6,746 | 0.31 | 347 | -7.22 | ||||
| 2025-07-31 | 13F | Core Wealth Management, Inc. | 4,098 | 1.81 | 221 | 6.76 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 286,633 | 14.46 | 15,466 | 19.94 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 174,031 | 24.28 | 9 | 28.57 | ||||
| 2025-08-11 | 13F | Keyes, Stange & Wooten Wealth Management, LLC | 286,056 | 1.31 | 15,436 | 6.17 | ||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 708,143 | 6.17 | 38,211 | 11.26 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 926,004 | 13.92 | 49,967 | 24.96 | ||||
| 2025-07-11 | 13F | Physician Wealth Solutions Inc. | 73,805 | 17.02 | 3,983 | 22.64 | ||||
| 2025-07-18 | 13F | PBMares Wealth Management LLC | 452,257 | 4.94 | 24,404 | 9.97 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 2,171,151 | 0.27 | 122,344 | 9.73 | ||||
| 2025-08-05 | 13F | Avant Financial Advisors LLC | 41,983 | 2.24 | 2,265 | 7.14 | ||||
| 2025-07-25 | 13F | Libra Wealth Llc | 311,986 | 19.36 | 16,835 | 25.09 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 16,490 | 24.78 | 890 | 30.74 | ||||
| 2025-07-15 | 13F | Eaton Financial Holdings Company, LLC | 15,822 | 854 | ||||||
| 2025-07-23 | 13F | Wealth Management Nebraska | 215,040 | 8.03 | 11,606 | 13.23 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 5,117 | 276 | ||||||
| 2025-07-14 | 13F | Parkshore Wealth Management, Inc. | 113,089 | 21.25 | 6,102 | 27.07 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 3,270,120 | 8.42 | 176,456 | 13.62 | ||||
| 2025-07-15 | 13F | Vestment Financial LLC | 87,884 | 7.97 | 4,900 | 15.98 | ||||
| 2025-08-01 | 13F | First Command Advisory Services, Inc. | 539,287 | 6.31 | 29,100 | 11.41 | ||||
| 2025-07-23 | 13F | HMV Wealth Advisors, LLC | 230,697 | 39.65 | 12,448 | 46.36 | ||||
| 2025-08-06 | 13F | Nicholas Hoffman & Company, LLC. | 13,845 | 0.80 | 747 | 5.66 | ||||
| 2025-07-24 | 13F | Wealth Advisors Northwest LLC | 6,702 | 362 | ||||||
| 2025-08-11 | 13F | Babb Wealth Advisors LLC | 358,514 | 4.46 | 19,345 | 9.47 | ||||
| 2025-07-03 | 13F | Fiduciary Financial Group, Llc | 187,170 | 3.25 | 10,341 | 23.18 | ||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 13,953 | 11.41 | 753 | 16.77 | ||||
| 2025-08-13 | 13F | Legacy Capital Wealth Partners, LLC | 14,222 | 767 | ||||||
| 2025-07-18 | 13F | Parkwoods Wealth Partners, LLC | 640,246 | 1.56 | 34,548 | 6.43 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 8,789 | 84.45 | 474 | 93.47 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 132,818 | 22.56 | 7,167 | 28.45 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 7,767 | 0.71 | 419 | 5.54 | ||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 4,962 | 0.47 | 268 | 5.12 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 296,660 | 16,008 | ||||||
| 2025-08-13 | 13F | M Holdings Securities, Inc. | 104,684 | 6 | ||||||
| 2025-07-17 | 13F | Stone Point Wealth LLC | 14,815 | 28.83 | 799 | 34.97 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 263,445 | 4.14 | 14,215 | 9.14 | ||||
| 2025-08-14 | 13F | Destination Wealth Management | 7,261 | 392 | ||||||
| 2025-08-14 | 13F | Sei Investments Co | 13,020 | 703 | ||||||
| 2025-07-28 | 13F | Disciplined Equity Management, Inc. | 402,185 | 19.65 | 21,702 | 25.39 | ||||
| 2025-08-04 | 13F | Hutchinson Capital Management/ca | 30,439 | 10.61 | 1,642 | 15.88 | ||||
| 2025-07-28 | NP | SPUSX - Symmetry Panoramic US Equity Fund Class I Shares | 353,347 | 27.17 | 18,314 | 20.35 | ||||
| 2025-08-11 | 13F | Cascade Wealth Advisors, Inc | 10,830 | 591 | ||||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 11,637 | 29.73 | 628 | 36.01 | ||||
| 2025-07-09 | 13F | Krilogy Financial LLC | 17,735 | 0.04 | 957 | 4.82 | ||||
| 2025-08-05 | 13F | Magnolia Capital Advisors Llc | 9,961 | 0.45 | 537 | 5.29 | ||||
| 2025-08-15 | 13F | Keel Point, LLC | 12,623 | 0.18 | 681 | 5.09 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 4,625 | 0.26 | 250 | 5.06 | ||||
| 2025-08-14 | 13F | RMB Capital Management, LLC | 26,044 | 0.08 | 1,405 | 4.93 | ||||
| 2025-08-26 | 13F | Nautilus Advisors LLC | 10,820 | 80.48 | 584 | 89.29 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 310,008 | 7.03 | 16,728 | 12.16 | ||||
| 2025-07-25 | 13F | Quantum Financial Planning Services, Inc. | 68,237 | 31.68 | 3,682 | 38.01 | ||||
| 2025-08-06 | 13F | North Capital, Inc. | 4,375 | 0.44 | 236 | 5.36 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 51,305 | 0.00 | 2,768 | 4.81 | ||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 5,549 | 4.72 | 299 | 9.93 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 201,294 | 4.17 | 10,862 | 9.17 | ||||
| 2025-07-17 | 13F | CogentBlue Wealth Advisors, LLC | 98,372 | 7.25 | 5,308 | 12.41 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 976 | 0 | ||||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 30,370 | 0.18 | 1,639 | 5.00 | ||||
| 2025-07-15 | 13F | Hartmann Taylor Wealth Management, LLC | 5,316 | 35.75 | 287 | 42.29 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 306,195 | 28.34 | 16,525 | 34.62 | ||||
| 2025-08-12 | 13F | Legacy Financial Group, Inc. | 161,076 | 0.19 | 8,692 | 4.99 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 465,775 | 17.16 | 25,133 | 22.79 | ||||
| 2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 309 | 16 | ||||||
| 2025-08-15 | 13F | WealthCollab, LLC | 22,975 | 0.68 | 1,240 | 5.54 | ||||
| 2025-07-14 | 13F | Cathy Pareto & Associates, Inc | 4,833 | 0.46 | 261 | 5.26 | ||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 498,843 | 1.27 | 26,918 | 6.13 | ||||
| 2025-07-28 | 13F | Morris Financial Concepts, Inc. | 43,278 | 22.78 | 2,335 | 28.72 | ||||
| 2025-07-10 | 13F | Weinberger Asset Management, Inc | 65,144 | 13.02 | 3,515 | 18.47 | ||||
| 2025-08-12 | 13F | Tumwater Wealth Management, LLC | 608,546 | 7.95 | 32,837 | 13.13 | ||||
| 2025-08-05 | 13F | Sensible Money, LLC | 903,198 | 6.51 | 48,737 | 11.62 | ||||
| 2025-07-14 | 13F | Abacus Wealth Partners, LLC | 1,472,191 | 11.51 | 79,439 | 16.86 | ||||
| 2025-08-15 | 13F | Fft Wealth Management Llc | 3,709 | 202 | ||||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 21,173 | 8.38 | 1,142 | 13.63 | ||||
| 2025-07-17 | 13F | Summit Financial Strategies, Inc. | 371,598 | 13.63 | 20,051 | 19.08 | ||||
| 2025-07-21 | 13F | Triad Wealth Partners, LLC | 9,943 | 24.96 | 537 | 31.05 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 10,742 | 4.04 | 580 | 9.04 | ||||
| 2025-07-11 | 13F | LongView Wealth Management | 12,900 | 2.38 | 696 | 7.41 | ||||
| 2025-08-11 | 13F | TAGStone Capital, Inc. | 97,447 | 11.47 | 5,319 | 132,850.00 | ||||
| 2025-07-03 | 13F | Trust Co of the South | 1,795,383 | 1.14 | 96,879 | 6.00 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 1,264 | 68 | ||||||
| 2025-07-28 | 13F | Delap Wealth Advisory, Llc | 46,410 | 6.52 | 2,504 | 11.64 | ||||
| 2025-08-04 | 13F | Syverson Strege & Co | 5,865 | 0.41 | 316 | 5.33 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 99,098 | 1.43 | 5,347 | 6.30 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 1,036 | 58 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1,285 | 69 | ||||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 29,774 | 2.62 | 1,607 | 7.57 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 976 | 53 | ||||||
| 2025-07-30 | 13F | Forum Financial Management, LP | 9,353,565 | 5.37 | 504,718 | 10.42 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 52,626 | 200.33 | 2,840 | 214.75 | ||||
| 2025-08-07 | 13F | PFG Advisors | 5,236 | 1.45 | 283 | 6.42 | ||||
| 2025-07-17 | 13F | Elser Financial Planning, Inc | 705,637 | 38,598 | ||||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 1,100,428 | 1.38 | 59,379 | 6.24 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 14,973 | 1.75 | 808 | 6.61 | ||||
| 2025-07-22 | 13F | USAdvisors Wealth Management, LLC | 3,716 | 0 | ||||||
| 2025-07-17 | 13F | Willow Creek Wealth Management Inc. | 2,099,217 | 3.42 | 113,274 | 8.38 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 15,996 | 1.42 | 863 | 6.28 | ||||
| 2025-08-08 | 13F | Schwarz Dygos Wheeler Investment Advisors Llc | 59,841 | 1.44 | 3,229 | 6.32 | ||||
| 2025-08-12 | 13F | Coston, McIsaac & Partners | 1,447 | 0.07 | 0 | |||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 157,549 | 5.38 | 8,501 | 10.45 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 506,498 | 33.74 | 27,331 | 40.16 | ||||
| 2025-08-08 | 13F | Altiora Financial Group, LLC | 243,145 | 1.55 | 13,120 | 6.42 | ||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 10,062 | 113.22 | 543 | 123.97 | ||||
| 2025-07-31 | 13F | LJI Wealth Management, LLC | 61,743 | 9.54 | 3,332 | 14.78 | ||||
| 2025-07-09 | 13F | Fiduciary Alliance LLC | 5,323 | 287 | ||||||
| 2025-07-24 | 13F | Vantage Point Financial LLC | 74,537 | 2.39 | 4,022 | 7.31 | ||||
| 2025-07-30 | 13F | EnRich Financial Partners LLC | 526,750 | 2.25 | 28,423 | 7.15 | ||||
| 2025-07-25 | 13F | Gibson Capital, LLC | 97,523 | 0.41 | 5,262 | 5.24 | ||||
| 2025-07-17 | 13F | Mokosak Advisory Group, LLC | 4,004 | 0.45 | 216 | 5.37 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 6,840 | 39.11 | 369 | 45.85 | ||||
| 2025-08-04 | 13F | Whalen Wealth Management Inc. | 5,649 | 0.46 | 305 | 5.19 | ||||
| 2025-07-16 | 13F | BOS Asset Management, LLC | 22,195 | 0.61 | 1,198 | 5.46 | ||||
| 2025-08-11 | 13F | One Capital Management, LLC | 3,844 | 207 | ||||||
| 2025-07-16 | 13F | Meredith Wealth Planning | 23,753 | 20.00 | 1,282 | 25.71 | ||||
| 2025-08-08 | 13F | Creative Planning | 14,095,721 | 1.08 | 760,605 | 5.93 | ||||
| 2025-08-13 | 13F | Cambria Investment Management, L.P. | 5,844 | 315 | ||||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 3,775 | 204 | ||||||
| 2025-07-28 | 13F | Frazier Financial Advisors, LLC | 3,605 | 0.28 | 195 | 4.86 | ||||
| 2025-08-07 | 13F | Tfo-tdc, Llc | 382,974 | 6.58 | 20,665 | 11.70 | ||||
| 2025-07-11 | 13F | Great Waters Wealth Management | 690,456 | 3.10 | 37,257 | 8.05 | ||||
| 2025-08-13 | 13F | Annandale Capital, LLC | 104,970 | 10.99 | 6 | 25.00 | ||||
| 2025-08-13 | 13F | Providence Capital Advisors, LLC | 1,329 | 72 | ||||||
| 2025-07-23 | 13F | InTrack Investment Management Inc | 64,236 | 819.50 | 3,466 | 865.46 | ||||
| 2025-08-01 | 13F | Clark Asset Management, LLC | 20,635 | 54.53 | 1,113 | 62.01 | ||||
| 2025-07-31 | 13F | Curio Wealth, Llc | 57,761 | 125,467.39 | 3,117 | -3.83 | ||||
| 2025-07-29 | 13F | Master's Wealth Management Inc. | 324,797 | 10.05 | 17,526 | 15.33 | ||||
| 2025-08-14 | 13F | Vident Advisory, LLC | 4,296 | 232 | ||||||
| 2025-08-04 | 13F | Partners in Financial Planning | 19,016 | 0.12 | 1,026 | 5.02 | ||||
| 2025-07-17 | 13F | Youngs Advisory Group, Inc. | 242,299 | 134.13 | 13,075 | 145.36 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 39,103 | 2,110 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 4,593 | 197.47 | 248 | 190.59 | ||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 717 | 0.14 | 39 | 5.56 | ||||
| 2025-07-21 | 13F | Verus Financial Partners, Inc. | 6,253 | 0.03 | 352 | 19.39 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 2,891 | 0.07 | 156 | 5.41 | ||||
| 2025-08-14 | 13F | Premier Financial Group | 1,168,197 | 65,249 | ||||||
| 2025-07-15 | 13F | Accurate Wealth Management, LLC | 4,978 | 282 | ||||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 6,845 | 3.93 | 369 | 8.85 | ||||
| 2025-07-30 | 13F | Studio Investment Management Llc | 75,188 | 8.57 | 4,057 | 13.80 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 161,106 | 36.70 | 8,629 | 42.19 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 40,755 | 12.45 | 2,199 | 17.85 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 2,396,117 | 3.95 | 129,294 | 8.94 | ||||
| 2025-07-22 | 13F | Willner & Heller, Llc | 12,259 | 22.30 | 661 | 28.10 | ||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 15 | 1 | ||||||
| 2025-08-14 | 13F | Sterling Wealth Management, Inc. | 299,201 | 7.05 | 16,145 | 3.77 | ||||
| 2025-07-09 | 13F | Lbmc Investment Advisors, Llc | 8,550 | 0.26 | 461 | 5.01 | ||||
| 2025-07-24 | 13F | rebel Financial LLC | 17,361 | 937 | ||||||
| 2025-08-14 | 13F | Betterment LLC | 342,966 | 10.79 | 19 | 20.00 | ||||
| 2025-07-31 | 13F | Schoolcraft Capital LLC | 121,341 | 12.98 | 6,548 | 18.41 | ||||
| 2025-08-08 | 13F | Better Money Decisions, LLC | 187,289 | 5.30 | 10,106 | 10.36 | ||||
| 2025-07-25 | 13F | M.e. Allison & Co., Inc. | 7,436 | 0.05 | 401 | 4.97 | ||||
| 2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 497 | 27 | ||||||
| 2025-07-31 | 13F | Silver Oak Advisory Group, Inc. | 15,986 | 97.07 | 1 | |||||
| 2025-08-06 | 13F | Valued Wealth Advisors LLC | 107,434 | 37.03 | 5,797 | 43.63 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-31 | 13F | Planning Center, Inc. | 498,065 | 9.13 | 26,876 | 14.37 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 922,479 | 3.84 | 49,777 | 8.82 | ||||
| 2025-08-05 | 13F | Integrity Wealth Solutions LLC | 19,047 | 0.46 | 1,028 | 5.23 | ||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 41,952 | 1.39 | 2,264 | 6.24 | ||||
| 2025-07-29 | 13F | Disciplined Investments, LLC | 151,497 | 9.31 | 8,175 | 14.55 | ||||
| 2025-07-21 | 13F | Keb Asset Management, Llc | 691,301 | 7.60 | 37,303 | 12.76 | ||||
| 2025-08-06 | 13F | New Dimensions Wealth Management, LLC | 30,944 | 13.09 | 1,670 | 18.54 | ||||
| 2025-07-17 | 13F | Dopkins Wealth Management, Llc | 338,448 | 3.78 | 18,263 | 8.76 | ||||
| 2025-07-23 | 13F | Elevate Wealth Advisory, Inc | 69,641 | 6.51 | 3,758 | 11.62 | ||||
| 2025-07-24 | 13F | Grand Wealth Management, Llc | 17,592 | 0.54 | 949 | 5.44 | ||||
| 2025-07-09 | 13F | Reyes Financial Architecture, Inc. | 1,954 | 105 | ||||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 8,374 | 452 | ||||||
| 2025-08-12 | 13F | Franklin Resources Inc | 3,768 | 0.45 | 203 | 5.18 | ||||
| 2025-08-07 | 13F | Legacy Financial Advisors, Inc. | 8,549 | 11.69 | 461 | 17.01 |
