Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Dimensional ETF Trust - Dimensional International Core Equity 2 ETF meliputi Maseco Llp, Annex Advisory Services, LLC, Abacus Planning Group, Inc., Hill Island Financial Llc, B&D White Capital Company, LLC, Fundamentun, Llc, Accurate Wealth Management, LLC, Diversified Trust Co, Parkshore Wealth Management, Inc., Cetera Investment Advisers, Strategic Investment Solutions, Inc. /IL, Evoke Wealth, Llc, Edge Financial Advisors LLC, Northern Trust Corp, Vishria Bird Financial Group, LLC, rebel Financial LLC, Brookstone Capital Management, Tudor Investment Corp Et Al, Moss Adams Wealth Advisors LLC, dan Mission Wealth Management, Lp .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 302,884 | 2.12 | 9,417 | 14.12 | ||||
| 2025-08-01 | 13F | Transcend Wealth Collective, Llc | 15,307 | 6.14 | 476 | 18.75 | ||||
| 2025-08-07 | 13F | Evoke Wealth, Llc | 31,643 | 984 | ||||||
| 2025-08-14 | 13F | Hancock Whitney Corp | 7,712 | 240 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 509,585 | 12.50 | 15,843 | 25.95 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 38,914 | 212.26 | 1,210 | 249.42 | ||||
| 2025-07-29 | 13F | AssuredPartners Investment Advisors, LLC | 108,720 | 2.63 | 3,380 | 14.93 | ||||
| 2025-07-09 | 13F | HFG Wealth Management, LLC | 27,204 | 15.61 | 755 | 24.18 | ||||
| 2025-08-14 | 13F | Essential Planning, LLC. | 51,718 | 39.53 | 1,608 | 56.17 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 596 | 1,195.65 | 19 | 1,700.00 | ||||
| 2025-07-25 | 13F | Investment Advisory Group, LLC | 24,739 | 109.05 | 769 | 134.45 | ||||
| 2025-07-09 | 13F | Shore Point Advisors, LLC | 7,354 | 229 | ||||||
| 2025-07-08 | 13F | Henrickson Nauta Wealth Advisors, Inc. | 971,570 | 13.08 | 30,206 | 33.68 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 1,883,911 | 3.36 | 58,571 | 15.72 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 770,567 | 226.94 | 23,957 | 266.02 | ||||
| 2025-07-07 | 13F | Discipline Wealth Solutions, LLC | 8,077 | 251 | ||||||
| 2025-07-25 | 13F | Tranquility Partners, LLC | 13,346 | 2.60 | 415 | 14.68 | ||||
| 2025-08-05 | 13F | Hills Bank & Trust Co | 180,031 | 246.66 | 5,597 | 288.14 | ||||
| 2025-07-18 | 13F | BCU Wealth Advisors, LLC | 979,761 | 4.46 | 30,461 | 16.95 | ||||
| 2025-07-17 | 13F | XY Planning Network, Inc. | 180,535 | 15.56 | 5,613 | 29.37 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 28,762,442 | 4.46 | 894,224 | 16.95 | ||||
| 2025-07-23 | 13F | Pillar Financial Advisors, LLC | 499,943 | 1.07 | 15,543 | 13.16 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 16,800 | 12.00 | 522 | 25.48 | ||||
| 2025-07-22 | 13F | Gemmer Asset Management LLC | 420,528 | 7.51 | 13,074 | 20.36 | ||||
| 2025-07-21 | 13F | Sageworth Trust Co | 822,360 | 6.88 | 25,567 | 19.66 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-08 | 13F | Truepoint, Inc. | 2,129,335 | 6.33 | 66,201 | 19.04 | ||||
| 2025-07-22 | 13F | Awm Capital, Llc | 3,597,630 | 21.23 | 111,850 | 35.72 | ||||
| 2025-07-29 | 13F | Two West Capital Advisors LLC | 96,767 | 0.69 | 3,068 | 18.14 | ||||
| 2025-07-23 | 13F | Quarry Hill Advisors, Llc | 386,586 | 5.03 | 12,019 | 17.58 | ||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 8,035 | 81.17 | 250 | 102.44 | ||||
| 2025-08-06 | 13F | Cloud Capital Management, LLC | 163,431 | 25.05 | 5 | 66.67 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 17,431 | 542 | ||||||
| 2025-08-12 | 13F | Landing Point Financial Group, LLC | 32,851 | 23.31 | 1,021 | 38.16 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 185,715 | 4.34 | 5,774 | 16.82 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 140,485 | 3.53 | 4,368 | 15.90 | ||||
| 2025-08-14 | 13F | Envision Financial Planning, LLC | 60,128 | 94.02 | 1,869 | 117.33 | ||||
| 2025-07-16 | 13F | Jentner Corp | 1,317,059 | 6.58 | 40,947 | 19.32 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 6,861 | 213 | ||||||
| 2025-07-25 | 13F | Lion Street Advisors, LLC | 11,533 | 7.82 | 359 | 20.54 | ||||
| 2025-08-12 | 13F | McGrath & Associates, Inc. | 42,935 | 9.81 | 1,335 | 22.95 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 2,263,046 | 9.60 | 70 | 22.81 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 4,050 | 10.41 | 0 | |||||
| 2025-07-09 | 13F | Hiley Hunt Wealth Management | 424,859 | 2.26 | 13,111 | 13.44 | ||||
| 2025-07-17 | 13F | Archford Capital Strategies, LLC | 131,323 | 25.05 | 4,083 | 39.99 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 54,221 | 5.94 | 1,686 | 18.58 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 2,869,211 | 3.52 | 89,204 | 15.89 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 42,593 | 18.31 | 1,324 | 32.53 | ||||
| 2025-07-14 | 13F | Financial Harvest, LLC | 326,840 | 10,161 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 773,094 | 256.88 | 24,035 | 299.58 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 194,428 | 79.70 | 6,045 | 101.20 | ||||
| 2025-07-11 | 13F | Diversified Trust Co | 59,387 | 1,846 | ||||||
| 2025-07-29 | 13F | Financial Symmetry Inc | 259,320 | 20.83 | 8,062 | 35.27 | ||||
| 2025-08-08 | 13F | SageOak Financial, LLC | 395,146 | 9.25 | 12,285 | 22.31 | ||||
| 2025-07-29 | 13F | Fundamentun, Llc | 123,966 | 3,854 | ||||||
| 2025-08-12 | 13F | Rather & Kittrell, Inc. | 1,995,029 | 2.38 | 62,025 | 14.62 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 80,297 | 7.39 | 2,496 | 20.23 | ||||
| 2025-07-15 | 13F | Maseco Llp | 2,410,924 | 74,944 | ||||||
| 2025-07-16 | 13F | Tassel Capital Management, Inc. | 877,846 | 24.97 | 27,292 | 39.92 | ||||
| 2025-08-14 | 13F | Monograph Wealth Advisors, Llc | 65,263 | 21.40 | 2,029 | 35.99 | ||||
| 2025-07-17 | 13F | Symmetry Partners, LLC | 1,201,954 | 17.73 | 37,369 | 31.81 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 1,052,640 | 15.83 | 32,727 | 29.68 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 10,758 | 54.19 | 334 | 73.06 | ||||
| 2025-07-10 | 13F | Hurlow Wealth Management Group, Inc. | 359,284 | 16.78 | 11,170 | 30.75 | ||||
| 2025-08-01 | 13F | Penobscot Wealth Management | 224,939 | 3.85 | 6,993 | 16.26 | ||||
| 2025-07-21 | 13F | 25 Llc | 39,502 | 3.51 | 1,228 | 15.96 | ||||
| 2025-07-29 | 13F | Aire Advisors, Llc | 564,294 | 0.45 | 17,544 | 12.46 | ||||
| 2025-07-23 | 13F | REAP Financial Group, LLC | 1 | 0 | ||||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 63,069 | 155.62 | 1,961 | 186.13 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 450 | 1.35 | 0 | |||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 1,138,155 | 0.96 | 35,385 | 13.03 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 365,684 | 2.50 | 11,369 | 14.76 | ||||
| 2025-08-01 | 13F | Red Lighthouse Investment Management, Llc | 16,311 | 0.98 | 507 | 17.36 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 230 | 7 | ||||||
| 2025-08-13 | 13F | B&D White Capital Company, LLC | 313,262 | 9,739 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 62,280 | 1,271.50 | 1,936 | 1,436.51 | ||||
| 2025-04-14 | 13F | Greenspring Advisors, LLC | 720,999 | 15.78 | 20,022 | 24.40 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 30,280 | 12.46 | 941 | 25.80 | ||||
| 2025-07-30 | 13F | Blume Capital Management, Inc. | 658,134 | 3.95 | 20,461 | 16.38 | ||||
| 2025-08-07 | 13F | Summit X, LLC | 42,365 | 2.85 | 1,317 | 15.22 | ||||
| 2025-07-16 | 13F | TCI Wealth Advisors, Inc. | 41,155 | 326.08 | 1,280 | 377.24 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 1,369,628 | 8.65 | 43 | 20.00 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 22,014 | 14.94 | 684 | 28.81 | ||||
| 2025-08-14 | 13F | Hurley Capital, LLC | 6,678 | 18.05 | 208 | 31.85 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 141,671 | 0.97 | 4,405 | 13.04 | ||||
| 2025-04-15 | 13F | Michael A. Dubis Financial Planning, LLC | 128,930 | 5.25 | 3,580 | 119,233.33 | ||||
| 2025-07-07 | 13F | Vishria Bird Financial Group, LLC | 23,853 | 742 | ||||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 21,157 | 0.05 | 658 | 11.93 | ||||
| 2025-08-14 | 13F | Pine Harbor Wealth Management, LLC | 714,979 | 6.21 | 22,229 | 18.91 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 114,393 | 5.46 | 3,556 | 18.06 | ||||
| 2025-07-08 | 13F | Peirce Capital Management, LLC | 90,522 | 1.20 | 2,814 | 13.29 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 211,385 | 194.03 | 6,572 | 229.21 | ||||
| 2025-05-12 | 13F | Cahill Wealth Management, LLC | 84,577 | 0.91 | 2,349 | 8.40 | ||||
| 2025-07-09 | 13F | Christopher J. Hasenberg, Inc | 7,971 | 248 | ||||||
| 2025-07-17 | 13F | Oceanside Advisors LLC | 24,224 | 3.05 | 753 | 15.49 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 303,182 | 43.74 | 9,426 | 60.92 | ||||
| 2025-08-05 | 13F | Astra Wealth Partners LLC | 40,572 | 22.12 | 1,261 | 36.77 | ||||
| 2025-07-11 | 13F | Rockwood Wealth Management, LLC | 1,909,093 | 33.49 | 59,354 | 49.45 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 6,146 | 87.21 | 191 | 109.89 | ||||
| 2025-07-17 | 13F | Claris Advisors, Llc / Mo / | 9,774 | 3.17 | 304 | 15.21 | ||||
| 2025-07-16 | 13F | Strategic Investment Solutions, Inc. /IL | 37,866 | 1,177 | ||||||
| 2025-07-29 | 13F | FLC Capital Advisors | 9,547 | 297 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 260,009 | 47.25 | 8,084 | 64.86 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 4,666 | 99.32 | 145 | 123.08 | ||||
| 2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 14,275 | 39.19 | 444 | 55.99 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 3,646,621 | 12.04 | 112,535 | 29.83 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 1,088 | 1.40 | 34 | 13.79 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 529,286 | 6.04 | 16,916 | 15.98 | ||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 68,075 | 8.66 | 2,116 | 21.68 | ||||
| 2025-07-24 | 13F | Drucker Wealth 3.0, LLC | 48,587 | 109.84 | 1,522 | 136.55 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 83,577 | 55.31 | 2,598 | 73.90 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 1,664 | 52 | ||||||
| 2025-08-01 | 13F | Fort Vancouver Investment Management, LLC | 297,312 | 12.15 | 9,243 | 25.57 | ||||
| 2025-08-13 | 13F | Balance Wealth, LLC | 28,305 | 21.09 | 880 | 35.59 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 2,711,601 | 5.93 | 84,304 | 18.59 | ||||
| 2025-07-11 | 13F | Annex Advisory Services, LLC | 2,277,634 | 70,812 | ||||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 12,332 | 383 | ||||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 12,047 | 375 | ||||||
| 2025-07-30 | 13F | Mills Wealth Advisors LLC | 442,552 | 14.06 | 13,759 | 27.70 | ||||
| 2025-07-28 | 13F | Strategent Financial, LLC | 96,267 | 10.62 | 2,993 | 23.84 | ||||
| 2025-07-21 | 13F | Keystone Financial Group, Inc. | 1,220 | 1.33 | 38 | 5.71 | ||||
| 2025-07-29 | 13F | Werba Rubin Papier Wealth Management | 41,753 | 17.23 | 1,298 | 31.24 | ||||
| 2025-08-12 | 13F | Passive Capital Management, LLC. | 512,608 | 4.71 | 15,922 | 17.12 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 545,840 | 15,306.15 | 16,970 | 17,216.33 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 494,265 | 86.03 | 15,367 | 108.27 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 1,912,479 | 0.87 | 59,459 | 12.93 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 28,922 | 3.69 | 899 | 16.15 | ||||
| 2025-07-31 | 13F | BIP Wealth, LLC | 51,005 | 0.04 | 1,586 | 12.01 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 265,688 | 17.57 | 7,378 | 26.34 | ||||
| 2025-07-02 | 13F | Helen Stephens Group, LLC | 1,306,945 | 2.22 | 40,633 | 14.44 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 26,269 | 817 | ||||||
| 2025-07-17 | 13F | LifeGuide Financial Advisors, LLC | 422,947 | 3.51 | 13,149 | 15.89 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 19,552 | 1.82 | 608 | 13.88 | ||||
| 2025-07-25 | 13F | Apollon Financial, LLC | 38,856 | 0.25 | 1,208 | 12.27 | ||||
| 2025-07-15 | 13F | Capstone Capital Wealth Advisors | 1,057,582 | 0.30 | 32,880 | 12.29 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 1,296,288 | 8.87 | 40,302 | 21.87 | ||||
| 2025-08-13 | 13F | Vance Wealth, Inc. | 7,966 | 3.63 | 248 | 15.96 | ||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 162,972 | 0.22 | 5,067 | 12.20 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 76,182 | 41.73 | 2,368 | 58.71 | ||||
| 2025-07-16 | 13F | Tru Independence Asset Management 2, Llc | 96,418 | 20.10 | 2,998 | 34.45 | ||||
| 2025-07-23 | 13F | HTG Investment Advisors, Inc. | 690,718 | 2.45 | 21,474 | 14.69 | ||||
| 2025-08-12 | 13F | Burk Holdings LLC | 561,699 | 7.84 | 17,463 | 20.73 | ||||
| 2025-07-16 | 13F | Squire Investment Management Company, LLC | 73,651 | 10.28 | 2,290 | 23.46 | ||||
| 2025-08-14 | 13F | DecisionPoint Financial, LLC | 1,115,611 | 3.13 | 34,651 | 15.35 | ||||
| 2025-07-28 | 13F | Verisail Partners, LLC | 1,319,801 | 1.34 | 41,033 | 13.45 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 5,936 | 15.46 | 185 | 29.58 | ||||
| 2025-08-08 | 13F | VeraBank, N.A. | 611,635 | 17.20 | 19,016 | 31.21 | ||||
| 2025-08-01 | 13F | SwitchPoint Financial Planning, LLC | 641,665 | 1.49 | 19,949 | 13.62 | ||||
| 2025-07-11 | 13F | Scratch Capital Llc | 399,976 | 18.99 | 12,435 | 33.22 | ||||
| 2025-08-07 | 13F | Alpha Financial Advisors, LLC | 1,009,639 | 6.72 | 31,390 | 19.48 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 4,305 | 8.22 | 134 | 20.91 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 84,519 | 3 | ||||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 10,286 | 320 | ||||||
| 2025-07-17 | 13F | Sterling Wealth Advisors Inc | 326,151 | 0.10 | 10,137 | 12.02 | ||||
| 2025-07-28 | 13F | Wealthspan Partners, Llc | 36,387 | 13.44 | 1,131 | 27.08 | ||||
| 2025-07-21 | 13F | Life Planning Partners, Inc | 11,374 | 6.02 | 354 | 18.86 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 1,106 | 35.37 | 34 | 54.55 | ||||
| 2025-07-11 | 13F | Ridgeline Wealth, LLC | 320,145 | 2.03 | 9,953 | 14.23 | ||||
| 2025-06-26 | NP | DFAW - Dimensional World Equity ETF | 4,569,131 | 14.59 | 131,911 | 23.46 | ||||
| 2025-07-14 | 13F | Parkshore Wealth Management, Inc. | 41,516 | 1,291 | ||||||
| 2025-07-18 | 13F | PBMares Wealth Management LLC | 81,745 | 0.01 | 2,541 | 11.99 | ||||
| 2025-07-15 | 13F | Vestment Financial LLC | 490,932 | 3.13 | 15,276 | 15.20 | ||||
| 2025-07-21 | 13F | Qrg Capital Management, Inc. | 11,218 | 349 | ||||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 901,389 | 6.33 | 28,024 | 19.04 | ||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 2,546,499 | 1.65 | 79,171 | 13.80 | ||||
| 2025-08-05 | 13F | WorthPointe, LLC | 69,076 | 21.85 | 2,148 | 36.40 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 2,459,314 | 107.82 | 76,460 | 132.67 | ||||
| 2025-07-23 | 13F | First Financial Group Corp | 10,534 | 0.87 | 328 | 12.76 | ||||
| 2025-07-17 | 13F | SC&H Financial Advisors, Inc. | 883,048 | 3.04 | 27,454 | 15.36 | ||||
| 2025-08-07 | 13F | Prospect Financial Group LLC | 216,700 | 49.36 | 6,737 | 67.21 | ||||
| 2025-07-17 | 13F | Barry Investment Advisors, LLC | 25,198 | 1.24 | 783 | 13.31 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 12,439 | 687.28 | 387 | 865.00 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 1,906,091 | 13.98 | 59,260 | 27.61 | ||||
| 2025-08-14 | 13F | Vista Capital Partners, Inc. | 160,591 | 328.27 | 4,993 | 379.54 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 8,735 | 2.61 | 272 | 14.83 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 389,663 | 12.63 | 12,115 | 26.10 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 383,759 | 179.81 | 11,931 | 213.31 | ||||
| 2025-07-17 | 13F | Mattern Wealth Management LLC | 900,070 | 24.44 | 27,983 | 39.32 | ||||
| 2025-07-14 | 13F | Abacus Planning Group, Inc. | 1,536,792 | 47,779 | ||||||
| 2025-07-18 | 13F | BCO Wealth Management LLC | 475,895 | 3.80 | 14,796 | 16.21 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 12,933 | 22.63 | 402 | 37.67 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 17,315 | 538 | ||||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 50,617 | 7.09 | 1,574 | 19.89 | ||||
| 2025-08-06 | 13F | SNS Financial Group, LLC | 48,964 | 21.58 | 1,522 | 36.14 | ||||
| 2025-07-03 | 13F | Fiduciary Financial Group, Llc | 101,560 | 26.01 | 3,154 | 48.84 | ||||
| 2025-07-17 | 13F | Heritage Investment Group, Inc. | 447,313 | 0.30 | 13,907 | 12.29 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 7,531 | 234 | ||||||
| 2025-07-18 | 13F | Benchmark Wealth Management, LLC | 29,558 | 47.29 | 919 | 64.81 | ||||
| 2025-08-14 | 13F | UBS Group AG | 17,072 | 629.88 | 531 | 728.13 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 55,093 | 9.71 | 1,713 | 22.81 | ||||
| 2025-07-28 | 13F | Delap Wealth Advisory, Llc | 59,449 | 361.02 | 1,848 | 416.20 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 1 | 0 | ||||||
| 2025-08-14 | 13F | Cardiff Park Advisors, Llc | 313,025 | 29.00 | 9,732 | 44.42 | ||||
| 2025-07-15 | 13F | Hartmann Taylor Wealth Management, LLC | 10,857 | 13.60 | 338 | 27.17 | ||||
| 2025-08-01 | 13F | JDH Wealth Management, LLC | 188,850 | 7.09 | 5,871 | 19.89 | ||||
| 2025-08-05 | 13F | Magnolia Capital Advisors Llc | 16,859 | 1.36 | 524 | 13.67 | ||||
| 2025-07-09 | 13F | GEM Asset Management, LLC | 71,267 | 30.68 | 2,199 | 44.96 | ||||
| 2025-08-01 | 13F | Austin Private Wealth, LLC | 87,679 | 32.14 | 2,726 | 47.94 | ||||
| 2025-07-29 | 13F | Straight Path Wealth Management | 877,424 | 7.35 | 27,279 | 20.19 | ||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 16,508 | 1.37 | 513 | 13.50 | ||||
| 2025-07-22 | 13F | Noble Family Wealth, LLC | 11,400 | 354 | ||||||
| 2025-08-12 | 13F | Legacy Financial Group, Inc. | 81,687 | 28.09 | 2,540 | 43.45 | ||||
| 2025-07-18 | 13F | Parkwoods Wealth Partners, LLC | 59,821 | 62.36 | 1,860 | 81.72 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 409,720 | 7.41 | 12,738 | 20.26 | ||||
| 2025-07-14 | 13F | Kfg Wealth Management, Llc | 277,566 | 2.33 | 8,630 | 14.56 | ||||
| 2025-08-14 | 13F | Fmr Llc | 2,869 | 0.17 | 89 | 12.66 | ||||
| 2025-05-02 | 13F | MB Generational Wealth, LLC | 13,774 | 50.39 | 383 | 61.86 | ||||
| 2025-07-23 | 13F | Tcfg Wealth Management, Llc | 30,021 | 1.69 | 933 | 13.92 | ||||
| 2025-07-25 | 13F | Acorn Creek Capital Llc | 800,475 | 36.35 | 24,887 | 52.65 | ||||
| 2025-08-11 | 13F | Rockbridge Investment Management, LCC | 2,081,593 | 2.61 | 64,717 | 14.88 | ||||
| 2025-07-22 | 13F | HFM Investment Advisors, LLC | 873 | 2.83 | 27 | 17.39 | ||||
| 2025-07-21 | 13F | Triad Wealth Partners, LLC | 42,327 | 98.08 | 1,316 | 121.75 | ||||
| 2025-08-05 | 13F | Sensible Money, LLC | 490,761 | 13.96 | 15,258 | 27.58 | ||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 1,022,873 | 15.10 | 31,801 | 28.86 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 15,153 | 10.18 | 471 | 23.62 | ||||
| 2025-08-13 | 13F | Parkworth Wealth Management, Inc. | 224,264 | 3.44 | 6,972 | 15.81 | ||||
| 2025-07-16 | 13F | Leading Edge Financial Planning LLC | 1,664,622 | 3.56 | 51,753 | 15.94 | ||||
| 2025-07-10 | 13F | Fortress Wealth Management, Inc. | 7,552 | 0.69 | 235 | 12.50 | ||||
| 2025-07-22 | 13F | Team Financial Group, LLC | 868 | 27 | ||||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 750,728 | 1.36 | 23,340 | 13.48 | ||||
| 2025-08-01 | 13F | SYM FINANCIAL Corp | 17,631 | 26.00 | 548 | 41.24 | ||||
| 2025-07-22 | 13F | Aspire Private Capital, LLC | 9,285 | 0.04 | 289 | 12.06 | ||||
| 2025-08-01 | 13F | First Command Advisory Services, Inc. | 27 | 1 | ||||||
| 2025-08-04 | 13F | Syverson Strege & Co | 2,227,118 | 9.19 | 69,241 | 22.25 | ||||
| 2025-08-12 | 13F | Long Island Wealth Management, Inc. | 6,730 | 209 | ||||||
| 2025-07-03 | 13F | Trust Co of the South | 988,968 | 26.98 | 30,747 | 42.16 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 29,171 | 9.50 | 907 | 22.60 | ||||
| 2025-07-29 | 13F | Level Wealth Management LLC | 6,803 | 212 | ||||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 19,087 | 2.07 | 593 | 13.17 | ||||
| 2025-07-15 | 13F | Fortitude Family Office, LLC | 733 | 23 | ||||||
| 2025-07-24 | 13F | Vantage Point Financial LLC | 385,969 | 2.76 | 12,000 | 15.04 | ||||
| 2025-07-21 | 13F | Sageworth Trust Co of South Dakota | 121,045 | 4.99 | 3,763 | 17.56 | ||||
| 2025-08-06 | 13F | New Dimensions Wealth Management, LLC | 671,011 | 0.61 | 20,720 | 11.88 | ||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 21,009 | 0.07 | 653 | 12.01 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 33,607 | 93.99 | 1,045 | 133.56 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 9,215 | 286 | ||||||
| 2025-07-31 | 13F | LJI Wealth Management, LLC | 9,598 | 0.06 | 298 | 12.03 | ||||
| 2025-08-01 | 13F | Clark Asset Management, LLC | 26,101 | 96.88 | 811 | 120.38 | ||||
| 2025-08-12 | 13F | Cravens & Co Advisors, LLC | 312,253 | 0.35 | 9,708 | 12.35 | ||||
| 2025-08-11 | 13F | TAGStone Capital, Inc. | 22,128 | 43.51 | 703 | |||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 38,046 | 1,183 | ||||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 34,553 | 2.81 | 1,074 | 15.11 | ||||
| 2025-07-18 | 13F | Fmb Wealth Management | 202,707 | 51.25 | 6,302 | 69.36 | ||||
| 2025-08-08 | 13F | Schwarz Dygos Wheeler Investment Advisors Llc | 70,979 | 4.63 | 2,207 | 17.15 | ||||
| 2025-08-14 | 13F | Betterment LLC | 1,452,939 | 0.51 | 45 | 12.50 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 93,818 | 9.50 | 2,917 | 22.57 | ||||
| 2025-07-30 | 13F | EnRich Financial Partners LLC | 1,005,593 | 24.13 | 31,264 | 38.97 | ||||
| 2025-08-14 | 13F | Clarity Capital Advisors, LLC | 9,253 | 1.37 | 288 | 13.44 | ||||
| 2025-08-07 | 13F | Timonier Family Office, LTD. | 359,040 | 12.12 | 11,163 | 25.53 | ||||
| 2025-07-10 | 13F | Pacific Asset Management, LLC | 408,063 | 1.45 | 12,687 | 13.57 | ||||
| 2025-07-17 | 13F | Willow Creek Wealth Management Inc. | 86,495 | 7.11 | 2,689 | 19.94 | ||||
| 2025-07-22 | 13F | Hill Island Financial Llc | 860,875 | 26,765 | ||||||
| 2025-07-16 | 13F | BOS Asset Management, LLC | 9,531 | 3.12 | 296 | 15.63 | ||||
| 2025-07-17 | 13F | Elser Financial Planning, Inc | 2,072,975 | 63,765 | ||||||
| 2025-07-15 | 13F | Hippocratic Financial Advisors, LLC | 523,024 | 34.69 | 16,261 | 50.79 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 6,531 | 41.21 | 203 | 55.38 | ||||
| 2025-07-17 | 13F | Moss Adams Wealth Advisors LLC | 14,650 | 455 | ||||||
| 2025-08-12 | 13F | Lionshead Wealth Management, LLC | 14,620 | 32.87 | 455 | 48.85 | ||||
| 2025-07-16 | 13F | Plancorp, LLC | 1,620,101 | 255.71 | 50,369 | 298.23 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 58,818 | 1.79 | 1,829 | 13.97 | ||||
| 2025-08-14 | 13F | First Manhattan Co | 46,677 | 2.28 | 1,451 | 14.52 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 124,187 | 4 | ||||||
| 2025-07-15 | 13F | Accurate Wealth Management, LLC | 60,113 | 1,883 | ||||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 64,620 | 1.37 | 2,009 | 13.50 | ||||
| 2025-08-11 | 13F | Copperleaf Capital, LLC | 99,700 | 10.30 | 3,100 | 23.47 | ||||
| 2025-07-21 | 13F | Keb Asset Management, Llc | 178,122 | 3.66 | 5,538 | 16.06 | ||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 4,088 | 0.64 | 127 | 13.39 | ||||
| 2025-07-10 | 13F | Cypress Point Wealth Management, LLC | 460,415 | 6.34 | 14,314 | 19.06 | ||||
| 2025-07-25 | 13F | One Degree Advisors Inc | 706,229 | 35.43 | 22 | 50.00 | ||||
| 2025-07-24 | 13F | rebel Financial LLC | 22,057 | 686 | ||||||
| 2025-07-24 | 13F | Edge Financial Advisors LLC | 31,419 | 977 | ||||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 146 | 5 | ||||||
| 2025-08-05 | 13F | American Capital Advisory, LLC | 309,456 | 2.26 | 9,621 | 14.48 | ||||
| 2025-08-08 | 13F | Glassman Wealth Services | 19,493 | 22.22 | 606 | 37.10 | ||||
| 2025-07-24 | 13F | Riverchase Wealth Management, Llc | 445,634 | 0.61 | 13,855 | 12.63 | ||||
| 2025-08-14 | 13F | Sterling Wealth Management, Inc. | 6,520 | 203 | ||||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 2,254,127 | 6.45 | 70,081 | 19.17 | ||||
| 2025-07-31 | 13F | Warburton Capital Management, LLC | 115,726 | 148.66 | 4 | 200.00 | ||||
| 2025-07-29 | 13F | Wingate Wealth Advisors, Inc. | 12,163 | 1.37 | 378 | 13.51 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 31,737,070 | 2.72 | 986,706 | 15.00 | ||||
| 2025-07-23 | 13F | Elevate Wealth Advisory, Inc | 4,960 | 34.82 | 154 | 50.98 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 5,788 | 11.31 | 180 | 24.31 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 313,981 | 25.43 | 10 | 50.00 | ||||
| 2025-08-12 | 13F | JMG Financial Group, Ltd. | 4,155,387 | 1.29 | 129,191 | 13.40 | ||||
| 2025-07-07 | 13F | Versant Capital Management, Inc | 472,518 | 8.27 | 14,691 | 21.21 | ||||
| 2025-08-08 | 13F | Altiora Financial Group, LLC | 55,518 | 1.70 | 1,726 | 13.93 | ||||
| 2025-08-11 | 13F | Plum Street Advisors, LLC | 212,068 | 115.32 | 6,593 | 141.06 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 876,069 | 1.79 | 27,237 | 13.96 | ||||
| 2025-08-14 | 13F | Eaton-Cambridge Inc. | 1,218,574 | 7.78 | 37,885 | 20.66 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 141,703 | 3.24 | 4,406 | 15.59 | ||||
| 2025-08-14 | 13F | Tudor Investment Corp Et Al | 16,571 | 515 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 499,841 | 32.39 | 15,539 | 48.20 | ||||
| 2025-08-08 | 13F | Creative Planning | 520,285 | 1.91 | 16,176 | 14.09 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 10,448 | 13.01 | 325 | 26.56 | ||||
| 2025-07-24 | 13F | VanderPol Investments L.L.C. | 6,706 | 208 | ||||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 4,809 | 150 | ||||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 34,493 | 113.34 | 1,072 | 139.29 |
