Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Dimensional ETF Trust - Dimensional US Small Cap Value ETF meliputi Sentinel Wealth Management, Inc., Elser Financial Planning, Inc, Marquette Asset Management, LLC, Summit Wealth Group Llc / Co, IFG Advisory, LLC, WealthCollab, LLC, Atlantic Union Bankshares Corp, Brady Martz Wealth Solutions, LLC, Emprise Bank, Delap Wealth Advisory, Llc, Fundamentun, Llc, Fiduciary Alliance LLC, Foster Group, Inc., Vista Capital Partners, Inc., Higgins & Schmidt Wealth Strategies LLC, Sageworth Trust Co, Friday Financial, Brookstone Capital Management, BIP Wealth, LLC, dan Peirce Capital Management, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 261,530 | 32.74 | 7,697 | 38.77 | ||||
| 2025-07-09 | 13F | Shore Point Advisors, LLC | 7,281 | 214 | ||||||
| 2025-07-11 | 13F | Quantum Financial Advisors, LLC | 113,868 | 28.22 | 3,351 | 34.04 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 25,439 | 34.30 | 759 | 42.21 | ||||
| 2025-08-14 | 13F | Hancock Whitney Corp | 7,886 | 232 | ||||||
| 2025-07-17 | 13F | Melfa Wealth Management, Llc | 106,485 | 4.66 | 3,134 | 9.39 | ||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 58,077 | 2.01 | 1,788 | 11.61 | ||||
| 2025-07-30 | 13F | Granite Harbor Advisors, Inc. | 24,956 | 734 | ||||||
| 2025-05-12 | 13F | Sandy Spring Bank | 59,012 | 6.31 | 1,661 | -2.75 | ||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 28,831 | 20.18 | 849 | 25.44 | ||||
| 2025-08-12 | 13F | Lodestone Wealth Management LLC | 24,326 | 2.21 | 716 | 6.88 | ||||
| 2025-07-15 | 13F | Level Financial Advisors, Inc. | 92,765 | 0.59 | 2,730 | 5.16 | ||||
| 2025-07-16 | 13F | Gradient Capital Advisors, LLC | 172,432 | 23.93 | 5,075 | 29.57 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 45,859 | 5.55 | 1,412 | 22.46 | ||||
| 2025-07-29 | 13F | Private Wealth Management Group, LLC | 404,590 | 1.84 | 11,907 | 6.48 | ||||
| 2025-07-28 | 13F | RCS Financial Planning, LLC | 305,939 | 1.36 | 9,004 | 5.97 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 20,717 | 610 | ||||||
| 2025-07-14 | 13F | Maryland Capital Advisors Inc. | 2 | 100.00 | 0 | |||||
| 2025-08-06 | 13F | Cloud Capital Management, LLC | 37,144 | 275.84 | 1 | |||||
| 2025-08-13 | 13F | Cary Street Partner Investment Advisory Llc | 36,202 | 269.45 | 1,065 | 287.27 | ||||
| 2025-07-15 | 13F | Bannerman Wealth Management Group, Llc | 11,725 | 7.58 | 345 | 12.75 | ||||
| 2025-07-07 | 13F | Discipline Wealth Solutions, LLC | 142,606 | 12.65 | 4,197 | 17.77 | ||||
| 2025-08-08 | 13F | Truepoint, Inc. | 1,375,016 | 39.12 | 40,467 | 45.44 | ||||
| 2025-08-14 | 13F | Essential Planning, LLC. | 15,854 | 28.52 | 467 | 34.29 | ||||
| 2025-07-15 | 13F | Marquette Asset Management, LLC | 154,911 | 4,559 | ||||||
| 2025-07-22 | 13F | DBK Financial Counsel, LLC | 17,553 | 51.16 | 517 | 58.28 | ||||
| 2025-08-07 | 13F | McClarren Financial Advisors, Inc. | 27,056 | 76.40 | 796 | |||||
| 2025-07-10 | 13F | Strathmore Capital Advisors, Inc. | 123,604 | 10.55 | 3,812 | 10.75 | ||||
| 2025-07-03 | 13F | Higgins & Schmidt Wealth Strategies LLC | 23,077 | 679 | ||||||
| 2025-07-23 | 13F | Quarry Hill Advisors, Llc | 66,062 | 127.45 | 1,944 | 137.94 | ||||
| 2025-07-29 | 13F | Flagstone Financial Management | 32,265 | 950 | ||||||
| 2025-07-14 | 13F | Shearwater Capital LLC | 20,016 | 14.72 | 589 | 19.96 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 42,083 | 127.45 | 1,238 | 138.08 | ||||
| 2025-07-29 | 13F | Two West Capital Advisors LLC | 84,424 | 1.83 | 2,600 | 24.11 | ||||
| 2025-07-11 | 13F | Andrews, Lucia Wealth Management Llc | 17,881 | 526 | ||||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 24,505 | 2,238.26 | 721 | 2,386.21 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 5,816,426 | 15.27 | 171,177 | 20.51 | ||||
| 2025-07-21 | 13F | Sageworth Trust Co | 21,138 | 622 | ||||||
| 2025-07-28 | 13F | Sterling Financial Planning, Inc. | 277,710 | 19.23 | 8,173 | 24.66 | ||||
| 2025-08-04 | 13F | REDW Wealth LLC | 28,702 | 2.07 | 845 | 6.70 | ||||
| 2025-08-14 | 13F | Sentinel Wealth Management, Inc. | 233,852 | 7 | ||||||
| 2025-08-12 | 13F | Team Hewins, LLC | 106,750 | 37.19 | 3,142 | 43.42 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 1,474,585 | 0.57 | 43,397 | 5.14 | ||||
| 2025-07-30 | NP | ENDW - Cambria Endowment Style ETF | 2,291 | 65 | ||||||
| 2025-07-29 | 13F | Lutz Financial Services LLC | 11,818 | 348 | ||||||
| 2025-08-05 | 13F | Aviance Capital Partners, LLC | 132,360 | 18.95 | 3,895 | 24.36 | ||||
| 2025-07-10 | 13F | Voisard Asset Management Group, Inc. | 10,701 | 315 | ||||||
| 2025-07-16 | 13F | Jentner Corp | 831,144 | 11.15 | 24,461 | 16.20 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 65,770 | 3.62 | 1,936 | 8.34 | ||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 1,412,631 | 12.38 | 41,574 | 17.49 | ||||
| 2025-08-14 | 13F | Navigoe, LLC | 324,062 | 19.59 | 10 | 28.57 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 837,201 | 90.19 | 24,639 | 98.84 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 14,244 | 1,399.37 | 419 | 1,511.54 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 3,035,274 | 225.26 | 89,328 | 240.05 | ||||
| 2025-07-14 | 13F | Clear Harbor Asset Management, LLC | 28,911 | 18.34 | 851 | 23.73 | ||||
| 2025-07-17 | 13F | XY Planning Network, Inc. | 143,039 | 110.37 | 4,210 | 119.91 | ||||
| 2025-07-15 | 13F | Well Done, LLC | 437,588 | 14.11 | 12,878 | 9.11 | ||||
| 2025-07-23 | 13F | Pillar Financial Advisors, LLC | 158,847 | 12.90 | 4,675 | 18.03 | ||||
| 2025-07-14 | 13F | Financial Harvest, LLC | 8,537 | 251 | ||||||
| 2025-07-29 | 13F | Stordahl Capital Management, Inc. | 896,666 | 2.79 | 26,389 | 7.46 | ||||
| 2025-08-12 | 13F | Tableaux Llc | 19,280 | 570 | ||||||
| 2025-07-23 | 13F | Joel Isaacson & Co., LLC | 17,048 | 0.45 | 502 | 5.03 | ||||
| 2025-07-17 | 13F | Mustard Seed Financial, LLC | 44,856 | 11.83 | 1,320 | 16.92 | ||||
| 2025-07-17 | 13F | Northwest Wealth Management, Llc | 71,356 | 13.25 | 2,100 | 18.44 | ||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 26,897 | 0.19 | 792 | 4.77 | ||||
| 2025-07-15 | 13F | Great Oak Capital Partners, Llc | 33,724 | 45.04 | 1,039 | 46.54 | ||||
| 2025-08-12 | 13F | Rather & Kittrell, Inc. | 583,097 | 12.34 | 17,161 | 17.45 | ||||
| 2025-07-29 | 13F | Financial Symmetry Inc | 91,564 | 4.49 | 2,695 | 9.25 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 6,462,729 | 28.99 | 190,198 | 34.85 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 3,438 | 404.11 | 101 | 431.58 | ||||
| 2025-08-12 | 13F | Fortis Capital Management LLC | 9,799 | 0.47 | 288 | 5.11 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 481,819 | 121.78 | 14,180 | 131.89 | ||||
| 2025-07-29 | 13F | Fundamentun, Llc | 46,041 | 1,355 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 1,239,699 | 5.18 | 36,484 | 9.97 | ||||
| 2025-07-17 | 13F | Claris Advisors, Llc / Mo / | 16,014 | 471 | ||||||
| 2025-07-29 | 13F | Aire Advisors, Llc | 59,293 | 72.45 | 1,745 | 80.35 | ||||
| 2025-07-24 | 13F | Lindenwold Advisors | 46,442 | 81.72 | 1,367 | 89.99 | ||||
| 2025-07-21 | 13F | Tilia Fiduciary Partners, Inc. | 8,610 | 253 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 1,403,030 | 11.98 | 41,291 | 17.07 | ||||
| 2025-08-14 | 13F | DecisionPoint Financial, LLC | 790 | 92.68 | 24 | 109.09 | ||||
| 2025-08-07 | 13F | Retirement Solution Inc. | 630,891 | 1.98 | 18,567 | 6.62 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 21,462 | 29.66 | 632 | 35.70 | ||||
| 2025-07-11 | 13F | Rockwood Wealth Management, LLC | 40,213 | 21.53 | 1,183 | 27.07 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 453,136 | 0.78 | 13,336 | 5.36 | ||||
| 2025-07-21 | 13F | 25 Llc | 17,464 | 37.04 | 514 | 43.30 | ||||
| 2025-07-03 | 13F | Lam Group, Inc. | 104,865 | 2.02 | 3,086 | 6.67 | ||||
| 2025-07-23 | 13F | L.K. Benson & Company, P.C. | 8,197 | 8.03 | 241 | 13.15 | ||||
| 2025-07-16 | 13F | Builder Investment Group Inc /adv | 22,615 | 19.13 | 666 | 24.53 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 310,479 | 5.47 | 9,137 | 10.27 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 128,426 | 13.31 | 3,780 | 18.46 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 539,542 | 10.21 | 15,880 | 15.23 | ||||
| 2025-08-14 | 13F | Hurley Capital, LLC | 6,220 | 14.28 | 183 | 19.61 | ||||
| 2025-07-29 | 13F | Schubert & Co | 78,888 | 52.19 | 2,322 | 59.08 | ||||
| 2025-07-16 | 13F | TCI Wealth Advisors, Inc. | 256,488 | 1,430.72 | 7,548 | 1,502.55 | ||||
| 2025-08-05 | 13F | Astra Wealth Partners LLC | 19,159 | 19.91 | 564 | 25.39 | ||||
| 2025-08-08 | 13F | W.H. Cornerstone Investments Inc. | 97,982 | 3.88 | 2,884 | 8.59 | ||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 77 | 126.47 | 2 | |||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 484,377 | 3.39 | 14,255 | 8.09 | ||||
| 2025-07-10 | 13F | Wedmont Private Capital | 40,597 | 109.05 | 1,252 | 155.31 | ||||
| 2025-07-03 | 13F | Collective Family Office Llc | 205,044 | 52.93 | 6,034 | 59.88 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 65,941 | 871.29 | 1,941 | 915.71 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 107,009 | 7.10 | 3,149 | 11.98 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 396 | 0.25 | 12 | 0.00 | ||||
| 2025-07-08 | 13F | Peirce Capital Management, LLC | 19,933 | 587 | ||||||
| 2025-07-17 | 13F | Oceanside Advisors LLC | 397,232 | 4.88 | 11,691 | 9.65 | ||||
| 2025-07-28 | 13F | Pettinga Financial Advisors, LLC | 155,059 | 29.17 | 4,563 | 35.04 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 286,599 | 442.75 | 8,435 | 467.56 | ||||
| 2025-07-30 | 13F | Gables Capital Management Inc. | 288 | 8 | ||||||
| 2025-07-09 | 13F | Aurelius Family Office LLC | 18,176 | 0.22 | 535 | 4.71 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 31,235 | 202.31 | 919 | 216.90 | ||||
| 2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 60,133 | 36.73 | 1,770 | 43.01 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 513,144 | 2.15 | 15,995 | 17.36 | ||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 117,055 | 3,445 | ||||||
| 2025-08-13 | 13F | United Wealth Management, LLC | 843,368 | 4.72 | 24,820 | 9.48 | ||||
| 2025-07-14 | 13F | Foster Group, Inc. | 28,515 | 839 | ||||||
| 2025-08-14 | 13F | Pine Harbor Wealth Management, LLC | 25,051 | 6.92 | 737 | 11.84 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 314,056 | 148.71 | 9,243 | 160.07 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 22,712 | 30.45 | 668 | 36.33 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 24,463 | 49.73 | 743 | 72.39 | ||||
| 2025-08-11 | 13F | Mosaic Family Wealth Partners, Llc | 964,105 | 4.09 | 28,374 | 8.82 | ||||
| 2025-07-15 | 13F | Kraft Asset Management, Llc | 14,331 | 6.99 | 422 | 11.67 | ||||
| 2025-05-12 | 13F | Cahill Wealth Management, LLC | 274,231 | 1.77 | 7,720 | -6.92 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 338,387 | 2.52 | 9,959 | 7.18 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1,481,142 | 8.33 | 43,590 | 13.25 | ||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 13,184 | 21.41 | 388 | 27.21 | ||||
| 2025-08-05 | 13F | Gibraltar Capital Management, Inc. | 60,235 | 8.02 | 1,773 | 12.94 | ||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 428,597 | 57.85 | 12,614 | 65.03 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 357 | 11 | ||||||
| 2025-07-30 | 13F | Bayshore Asset Management, Llc | 45,839 | 486.40 | 1,349 | 513.18 | ||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 7,770 | 0.03 | 229 | 4.59 | ||||
| 2025-08-11 | 13F | Foundation Wealth Management, LLC\PA | 259,470 | 24.28 | 7,636 | 29.93 | ||||
| 2025-08-01 | 13F | Fort Vancouver Investment Management, LLC | 18,841 | 1,030.23 | 554 | 1,104.35 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 74,559 | 2,194 | ||||||
| 2025-07-11 | 13F | Sprinkle Financial Consultants LLC | 30,506 | 7.55 | 898 | 12.41 | ||||
| 2025-07-10 | 13F | Triangle Securities Wealth Management | 7,760 | 228 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 92,755 | 45.08 | 2,730 | 51.70 | ||||
| 2025-07-28 | 13F | Eq Wealth Advisors, Llc | 234,900 | 9.19 | 6,913 | 14.17 | ||||
| 2025-08-12 | 13F | Triune Financial Partners, LLC | 8,045 | 237 | ||||||
| 2025-07-30 | 13F | Mills Wealth Advisors LLC | 6,808 | 200 | ||||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 1,327,469 | 611,636.87 | 39,067 | 651,016.67 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 303,678 | 6.42 | 8,937 | 11.27 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 8,544 | 251 | ||||||
| 2025-07-31 | 13F | BIP Wealth, LLC | 20,269 | 597 | ||||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 616,269 | 4.17 | 18,137 | 8.91 | ||||
| 2025-07-24 | 13F | CarsonAllaria Wealth Management, Ltd. | 20,282 | 0.47 | 597 | 4.93 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 52,805 | 116.73 | 1,486 | 98.40 | ||||
| 2025-07-23 | 13F | Austin Asset Management Co Inc | 46,223 | 327.99 | 1,360 | 347.37 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 46,823 | 22.75 | 1 | 0.00 | ||||
| 2025-08-05 | 13F | Golden Bell Financial Planning LLC | 21,741 | 54.33 | 640 | 61.36 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 361,565 | 21.43 | 10,641 | 26.94 | ||||
| 2025-07-21 | 13F/A | Abacus Planning Group, Inc. | 8,483 | 0.01 | 250 | 4.62 | ||||
| 2025-08-14 | 13F | C M Bidwell & Associates Ltd | 27,453 | 9.41 | 808 | 14.31 | ||||
| 2025-07-22 | 13F | Sutton Place Investors Llc | 6,945 | 204 | ||||||
| 2025-08-14 | 13F | Colony Group, LLC | 3,158,759 | 38.36 | 92,962 | 44.65 | ||||
| 2025-08-11 | 13F | von Borstel & Associates, Inc. | 826,046 | 13.72 | 24 | 20.00 | ||||
| 2025-07-18 | 13F | GEN Financial Management, INC. | 32,690 | 8.35 | 962 | 13.31 | ||||
| 2025-07-30 | 13F | Clune & Associates, Ltd. | 89,955 | 20.95 | 2,647 | 26.47 | ||||
| 2025-07-23 | 13F | Allegiance Financial Group Advisory Services LLC | 7,936 | 0.27 | 234 | 4.95 | ||||
| 2025-07-28 | 13F | Verisail Partners, LLC | 15,448 | 1.17 | 455 | 5.83 | ||||
| 2025-07-29 | 13F | Kondo Wealth Advisors, Inc. | 9,926 | 5.19 | 300 | 12.83 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 24,843 | 44.47 | 731 | 51.03 | ||||
| 2025-08-08 | 13F | Creative Planning | 1,392,492 | 85.70 | 40,981 | 94.15 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 4,972 | 80.41 | 146 | 89.61 | ||||
| 2025-08-08 | 13F | Pinney & Scofield, Inc. | 160,075 | 14.63 | 4,711 | 19.87 | ||||
| 2025-07-15 | 13F | Total Wealth Planning, Llc | 498,520 | 22.05 | 14,671 | 27.61 | ||||
| 2025-07-15 | 13F | Optima Capital Llc | 9,339 | 0.24 | 275 | 4.58 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 744 | 102.17 | 22 | 110.00 | ||||
| 2025-08-12 | 13F | Burk Holdings LLC | 150,524 | 34.72 | 4,430 | 40.83 | ||||
| 2025-07-16 | 13F | Squire Investment Management Company, LLC | 85,129 | 396.47 | 2,505 | 419.71 | ||||
| 2025-07-17 | 13F | Avondale Wealth Management | 20,327 | 16,032.54 | 598 | 19,833.33 | ||||
| 2025-08-08 | 13F | RAM Investment Partners, LLC | 18,368 | 96.43 | 541 | 105.32 | ||||
| 2025-07-11 | 13F | Scratch Capital Llc | 325,545 | 72.02 | 9,581 | 79.84 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 832,836 | 10.65 | 24,510 | 15.68 | ||||
| 2025-08-11 | 13F | Keyes, Stange & Wooten Wealth Management, LLC | 42,341 | 142.67 | 1,246 | 153.77 | ||||
| 2025-08-07 | 13F | Roberts Glore & Co Inc /il/ | 77,716 | 23.72 | 2,287 | 29.36 | ||||
| 2025-08-05 | 13F | Avant Financial Advisors LLC | 311,396 | 16.26 | 9,164 | 21.55 | ||||
| 2025-07-28 | 13F | Revolve Wealth Partners, LLC | 40,183 | 79.71 | 1,183 | 87.92 | ||||
| 2025-07-18 | 13F | Client 1st Advisory Group, Llc | 94,631 | 13.19 | 2,785 | 18.32 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 1,658,961 | 69.15 | 48,823 | 76.84 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 452,575 | 0.86 | 13,319 | 11.33 | ||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 3,210,827 | 30.95 | 94,495 | 36.90 | ||||
| 2025-07-17 | 13F | SC&H Financial Advisors, Inc. | 106,324 | 12.77 | 3,129 | 17.90 | ||||
| 2025-08-07 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 328,564 | 2.26 | 9,670 | 6.91 | ||||
| 2025-08-18 | 13F | V2 Financial group LLC | 71,574 | 0.71 | 2,106 | 5.30 | ||||
| 2025-07-14 | 13F | Friday Financial | 20,753 | 611 | ||||||
| 2025-07-15 | 13F | Oak Wealth Advisors LLC | 92,825 | 36.10 | 2,732 | 42.31 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 6,125 | 180 | ||||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 182,311 | 5.17 | 5,365 | 9.96 | ||||
| 2025-07-18 | 13F | PBMares Wealth Management LLC | 255,306 | 25.55 | 7,514 | 31.25 | ||||
| 2025-08-07 | 13F | Tillman Hartley LLC | 11,664 | 0.05 | 343 | 4.57 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 1,945 | 57 | ||||||
| 2025-08-11 | 13F | Compass Capital Corp /ma/ /adv | 37,827 | 0.30 | 1,125 | 19.43 | ||||
| 2025-08-14 | 13F | Vista Capital Partners, Inc. | 23,206 | 683 | ||||||
| 2025-07-03 | 13F | CPA Asset Management LLC | 45,829 | 19.45 | 1,349 | 24.81 | ||||
| 2025-04-15 | 13F | Corrigan Financial, Inc. | 162,139 | 25.27 | 4,564 | 14.59 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 108,093 | 3,181 | ||||||
| 2025-07-25 | 13F | Index Fund Advisors, Inc. | 2,185,576 | 11.67 | 64,321 | 16.75 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 2,671,340 | 117.24 | 78,618 | 127.12 | ||||
| 2025-07-16 | 13F | Vestia Personal Wealth Advisors | 192,657 | 28.59 | 5,670 | 34.46 | ||||
| 2025-07-22 | 13F | Yardley Wealth Management LLC | 12,569 | 0 | ||||||
| 2025-08-08 | 13F | Keyvantage Wealth, Llc | 170,603 | 7.73 | 5,021 | 12.61 | ||||
| 2025-07-14 | 13F | ABLE Financial Group, LLC | 120,008 | 229.00 | 3,532 | 244.15 | ||||
| 2025-09-03 | 13F | Ballentine Capital Advisors, Inc | 265,062 | 1.22 | 7,801 | 5.82 | ||||
| 2025-08-04 | 13F | McMill Wealth Management | 99,350 | 85.77 | 2,927 | 94.49 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 66,023 | 583.33 | 1,943 | 616.97 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 20,873 | 7.64 | 614 | 12.66 | ||||
| 2025-08-04 | 13F | Capital Performance Advisors Llp | 40,115 | 36.28 | 1,181 | 42.51 | ||||
| 2025-08-07 | 13F | LOM Asset Management Ltd | 3,500 | 0 | ||||||
| 2025-08-12 | 13F | Change Path, LLC | 13,808 | 0.34 | 406 | 4.91 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 895,938 | 14.23 | 27,649 | 25.22 | ||||
| 2025-07-21 | 13F | Family CFO Inc | 10,643 | 313 | ||||||
| 2025-07-09 | 13F | Krilogy Financial LLC | 519,380 | 10.90 | 15,285 | 15.94 | ||||
| 2025-07-15 | 13F | Vannoy Advisory Group, Inc. | 84,364 | 1.91 | 2,483 | 6.52 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 919 | 0.44 | 27 | 8.00 | ||||
| 2025-08-01 | 13F | JDH Wealth Management, LLC | 19,182 | 565 | ||||||
| 2025-08-14 | 13F | Cardiff Park Advisors, Llc | 393,868 | 26.79 | 11,592 | 32.56 | ||||
| 2025-07-09 | 13F | GEM Asset Management, LLC | 29,424 | 14.05 | 894 | 22.97 | ||||
| 2025-07-16 | 13F | Signature Resources Capital Management, LLC | 3,094 | 3.17 | 91 | 8.33 | ||||
| 2025-08-11 | 13F | Traub Capital Management LLC | 446 | 13 | ||||||
| 2025-07-28 | 13F | Delap Wealth Advisory, Llc | 48,836 | 1,437 | ||||||
| 2025-08-14 | 13F | Waterway Wealth Management, LLC | 495,864 | 3.62 | 14,593 | 8.34 | ||||
| 2025-08-01 | 13F | Austin Private Wealth, LLC | 90,901 | 34.83 | 2,675 | 41.01 | ||||
| 2025-08-04 | 13F | Pinnacle Associates Ltd | 328,564 | 2.26 | 9,670 | 6.91 | ||||
| 2025-08-01 | 13F | First Command Advisory Services, Inc. | 9 | 0 | ||||||
| 2025-07-14 | 13F | Brady Martz Wealth Solutions, LLC | 68,356 | 2,012 | ||||||
| 2025-07-18 | 13F | Parkwoods Wealth Partners, LLC | 24,996 | 132.52 | 736 | 143.38 | ||||
| 2025-05-02 | 13F | MB Generational Wealth, LLC | 19,627 | 23.12 | 552 | 12.65 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 120,848 | 43.08 | 3,561 | 49.94 | ||||
| 2025-07-09 | 13F | Graves-Light Private Wealth Management, Inc. | 19,524 | 0.30 | 575 | 4.94 | ||||
| 2025-08-13 | 13F | Parkworth Wealth Management, Inc. | 45,709 | 10.87 | 1,345 | 15.95 | ||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 532 | 0.38 | 16 | 7.14 | ||||
| 2025-07-24 | 13F | Wealth Advisors Northwest LLC | 512,589 | 19.39 | 15,086 | 24.82 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 15,557 | 458 | ||||||
| 2025-07-09 | 13F | Efficient Frontier Advisors LLC | 152,343 | 2.31 | 4,483 | 6.97 | ||||
| 2025-08-15 | 13F | WealthCollab, LLC | 104,840 | 3,085 | ||||||
| 2025-08-11 | 13F | Ritter Daniher Financial Advisory LLC / DE | 15 | 0 | ||||||
| 2025-07-16 | 13F | Leading Edge Financial Planning LLC | 814,869 | 9.13 | 23,982 | 14.09 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 90,279 | 0.31 | 2,657 | 4.86 | ||||
| 2025-07-30 | 13F | Jackson Thornton Asset Management, Llc | 907,651 | 1.45 | 27,892 | 21.55 | ||||
| 2025-05-02 | 13F | Cable Hill Partners, LLC | 1,283,027 | 4.92 | 34,064 | -9.50 | ||||
| 2025-07-21 | 13F | Triad Wealth Partners, LLC | 39,697 | 97.97 | 1,168 | 107.09 | ||||
| 2025-07-25 | 13F | Ruedi Wealth Management, Inc. | 67,925 | 372.36 | 1,999 | 394.80 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 62,709 | 24.15 | 1,846 | 29.84 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 1,863 | 55 | ||||||
| 2025-07-03 | 13F | Trust Co of the South | 429,256 | 26.26 | 12,633 | 32.00 | ||||
| 2025-08-13 | 13F | American Investment Services, Inc. | 136,333 | 1.88 | 4,012 | 6.53 | ||||
| 2025-07-22 | 13F | Bay Harbor Wealth Management, LLC | 205 | 6 | ||||||
| 2025-07-22 | 13F | Aspire Private Capital, LLC | 8,469 | 0.01 | 249 | 4.62 | ||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 340,643 | 15.76 | 10,025 | 21.03 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 13,839 | 16.57 | 407 | 21.86 | ||||
| 2025-07-29 | 13F | Wealthstream Advisors, Inc. | 13,286 | 0.47 | 391 | 5.11 | ||||
| 2025-07-30 | 13F | Forum Financial Management, LP | 167,291 | 105.31 | 4,923 | 114.70 | ||||
| 2025-08-07 | 13F | Timonier Family Office, LTD. | 359,940 | 19.36 | 10,593 | 24.80 | ||||
| 2025-07-17 | 13F | Willow Creek Wealth Management Inc. | 41,282 | 170.10 | 1,215 | 182.33 | ||||
| 2025-07-14 | 13F | Infinity Wealth Counsel, LLC | 9,105 | 22.54 | 268 | 27.75 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 27,340 | 43.54 | 805 | 50.00 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 25,382 | 49.06 | 747 | 55.74 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 15,808 | 9.99 | 465 | 15.10 | ||||
| 2025-08-14 | 13F | Tudor Investment Corp Et Al | 8,511 | 250 | ||||||
| 2025-08-01 | 13F | Clark Asset Management, LLC | 9,932 | 292 | ||||||
| 2025-07-15 | 13F | Fortitude Family Office, LLC | 10,612 | 312 | ||||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 3,930 | 0.46 | 116 | 4.55 | ||||
| 2025-08-06 | 13F | Summit Wealth Group, LLC | 117,453 | 555.06 | 3 | |||||
| 2025-08-12 | 13F | Cravens & Co Advisors, LLC | 132,210 | 13.21 | 3,891 | 18.34 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 23,306 | 30.31 | 686 | 36.18 | ||||
| 2025-08-12 | 13F | Quadcap Wealth Management, LLC | 48,573 | 36.46 | 1,430 | 42.61 | ||||
| 2025-07-11 | 13F | Kaufman Rossin Wealth, LLC | 7,175 | 211 | ||||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 34,168 | 13.02 | 1,006 | 8.06 | ||||
| 2025-07-31 | 13F | Heirloom Wealth Management | 37,776 | 7.33 | 1,112 | 12.22 | ||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 910,662 | 1.87 | 26,801 | 6.50 | ||||
| 2025-07-24 | 13F | Vantage Point Financial LLC | 164,830 | 7.58 | 4,851 | 12.45 | ||||
| 2025-08-14 | 13F | Clarity Capital Advisors, LLC | 7,728 | 0.45 | 227 | 5.09 | ||||
| 2025-08-13 | 13F | Argyle Capital Partners, LLC | 8,987 | 0.58 | 264 | 5.18 | ||||
| 2025-07-29 | 13F | Arista Wealth Management, LLC | 1,852,406 | 3.87 | 54,516 | 8.59 | ||||
| 2025-08-13 | 13F | Providence Capital Advisors, LLC | 895 | 26 | ||||||
| 2025-07-09 | 13F | Fiduciary Alliance LLC | 31,188 | 918 | ||||||
| 2025-07-16 | 13F | Meredith Wealth Planning | 14,831 | 436 | ||||||
| 2025-07-31 | 13F | Curio Wealth, Llc | 37,584 | 110,441.18 | 1,106 | -1.16 | ||||
| 2025-08-14 | 13F | Betterment LLC | 399,485 | 23.98 | 12 | 22.22 | ||||
| 2025-07-16 | 13F | BOS Asset Management, LLC | 287,665 | 4.71 | 8,466 | 9.47 | ||||
| 2025-08-04 | 13F | Partners in Financial Planning | 12,449 | 366 | ||||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 239,932 | 13.79 | 7,061 | 18.97 | ||||
| 2025-07-31 | 13F | LJI Wealth Management, LLC | 79,167 | 8.20 | 2,330 | 13.11 | ||||
| 2025-07-29 | 13F | Grunden Financial Advisory, Inc. | 415,075 | 1.99 | 12,216 | 6.63 | ||||
| 2025-07-15 | 13F | Hippocratic Financial Advisors, LLC | 174,276 | 0.22 | 5,129 | 4.76 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 170,828 | 7.34 | 5,027 | 12.21 | ||||
| 2025-07-17 | 13F | Elser Financial Planning, Inc | 230,429 | 6,915 | ||||||
| 2025-07-10 | 13F | Pacific Asset Management, LLC | 36,534 | 2.47 | 1,075 | 7.18 | ||||
| 2025-07-16 | 13F | Plancorp, LLC | 287,350 | 129.35 | 8,457 | 139.82 | ||||
| 2025-08-05 | 13F | HFG Advisors, Inc. | 43,894 | 10.89 | 1,292 | 15.89 | ||||
| 2025-08-12 | 13F | Martin Worley Group | 96,789 | 15.84 | 2,848 | 21.09 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 11,772,597 | 25.52 | 346,468 | 31.23 | ||||
| 2025-07-21 | 13F | Keb Asset Management, Llc | 332,285 | 60.05 | 9,779 | 67.33 | ||||
| 2025-08-05 | 13F | Clarity Wealth Development LLC | 380,726 | 4.66 | 11,205 | 16.02 | ||||
| 2025-07-25 | 13F | Hassell Wealth Management, LLC | 729,857 | 6.51 | 22,750 | 29.89 | ||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 77,352 | 4.65 | 2,276 | 9.42 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 23,779 | 96.91 | 700 | 106.19 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 18,114 | 14.81 | 533 | 26.90 | ||||
| 2025-07-18 | 13F | Meritas Wealth Management, LLC | 50,615 | 28.04 | 1,490 | 33.90 | ||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 111,753 | 8.50 | 3,289 | 13.42 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-24 | 13F | Morton Brown Family Wealth, LLC | 36,195 | 5,785.37 | 1,065 | 6,164.71 | ||||
| 2025-07-09 | 13F | Emprise Bank | 64,648 | 1,903 | ||||||
| 2025-07-11 | 13F | Compass Ion Advisors, LLC | 20,605 | 0.01 | 606 | 4.66 | ||||
| 2025-07-17 | 13F | DiNuzzo Private Wealth, Inc. | 1,335,123 | 7.81 | 39,293 | 12.71 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 8,464 | 1,239.24 | 249 | 1,364.71 | ||||
| 2025-08-14 | 13F | Greenline Partners, LLC | 378,850 | 62,313.51 | 11,150 | 65,482.35 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 423,964 | 9.22 | 12,477 | 14.19 | ||||
| 2025-08-12 | 13F | Wealth Dimensions Group, Ltd. | 456,519 | 4.45 | 13,435 | 9.20 | ||||
| 2025-08-11 | 13F | Diversified Portfolios, Inc. | 533,065 | 20.08 | 15,688 | 25.54 | ||||
| 2025-07-09 | 13F | Fermata Advisors, LLC | 136,797 | 0.82 | 4,026 | 5.39 | ||||
| 2025-07-24 | 13F | Riverchase Wealth Management, Llc | 28,142 | 44.13 | 828 | 50.82 | ||||
| 2025-07-31 | 13F | Warburton Capital Management, LLC | 14,549 | 0 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 128,188 | 1.00 | 4 | 0.00 | ||||
| 2025-08-08 | 13F | Austin Wealth Management, LLC | 16,585 | 495 | ||||||
| 2025-08-12 | 13F | Hill Investment Group Partners, LLC | 134,225 | 36.72 | 3,950 | 42.96 | ||||
| 2025-07-23 | 13F | Elevate Wealth Advisory, Inc | 9,872 | 0.15 | 291 | 4.69 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 90,039 | 9.64 | 2,650 | 14.63 | ||||
| 2025-07-16 | 13F | Moisand Fitzgerald Tamayo, LLC | 63,935 | 10.43 | 1,882 | 15.47 | ||||
| 2025-08-06 | 13F | Valued Wealth Advisors LLC | 23,254 | 10.23 | 684 | 15.35 | ||||
| 2025-07-29 | 13F | Disciplined Investments, LLC | 26,757 | 5.31 | 787 | 10.07 | ||||
| 2025-07-09 | 13F | Seaside Wealth Management, Inc. | 832,987 | 5.74 | 24,515 | 10.55 | ||||
| 2025-08-14 | 13F | Css Llc/il | 42,960 | 38.58 | 1,264 | 44.95 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 93,775 | 3 | ||||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 14,962 | 440 |
