Grunnleggende statistikk
Institusjonelle eiere | 512 total, 512 long only, 0 short only, 0 long/short - change of 14,54% MRQ |
Gjennomsnittlig porteføljeallokering | 1.3401 % - change of −4,81% MRQ |
Institusjonelle aksjer (Long) | 88 665 812 (ex 13D/G) - change of 10,38MM shares 13,26% MRQ |
Institusjonell verdi (Long) | $ 6 326 751 USD ($1000) |
Institusjonelt eierskap og aksjonærer
American Century ETF Trust - Avantis International Equity ETF (US:AVDE) har 512 institusjonelle eiere og aksjonærer som har sendt inn 13D/G- eller 13F-skjemaer til Securities Exchange Commission (SEC). Disse institusjonene eier til sammen 88,665,812 aksjer. De største aksjonærene inkluderer Wealth Enhancement Advisory Services, Llc, CI Private Wealth, LLC, American Century Companies Inc, Rockwood Wealth Management, LLC, HighTower Advisors, LLC, Annex Advisory Services, LLC, Bank Of America Corp /de/, LPL Financial LLC, Maseco Llp, and Morgan Stanley .
American Century ETF Trust - Avantis International Equity ETF (ARCA:AVDE) institusjonell eierstruktur viser nåværende posisjoner i selskapet fordelt på institusjoner og fond, samt de siste endringene i posisjonsstørrelse. De største aksjonærene kan være individuelle investorer, verdipapirfond, hedgefond eller institusjoner. Schedule 13D indikerer at investoren eier (eller har eid) mer enn 5 % av selskapet og har til hensikt (eller hadde til hensikt) å aktivt forfølge en endring i forretningsstrategien. Schedule 13G indikerer en passiv investering på over 5 %.
The share price as of September 9, 2025 is 77,78 / share. Previously, on September 10, 2024, the share price was 63,97 / share. This represents an increase of 21,59% over that period.
Fondssentiment-score
Fondssentiment Score (også kjent som akkumulering av eierskap poengsum) viser hvilke aksjer som er mest kjøpt av fond. Den er resultatet av en sofistikert, kvantitativ flerfaktormodell som identifiserer selskaper med de høyeste nivåene av institusjonell akkumulering. Beregningsmodellen for poeng bruker en kombinasjon av den totale økningen i antall offentliggjorte eiere, endringer i porteføljeallokeringen til disse eierne og andre beregninger. Tallet går fra 0 til 100, der høyere tall indikerer en høyere grad av akkumulering i forhold til sammenlignbare selskaper, der 50 er gjennomsnittet.
Oppdateringsfrekvens: Daglig
Sjekk ut Ownership Explorer, som inneholder en liste over de høyest rangerte selskapene.
Institusjonell Put/Call-forhold
I tillegg til å rapportere standard aksje- og gjeldsemisjoner må institusjoner med mer enn 100 millioner kroner i forvaltningskapital også oppgi beholdningen av put- og callopsjoner. Siden put-opsjoner generelt indikerer et negativt sentiment, og call-opsjoner indikerer et positivt sentiment, kan vi få et inntrykk av det generelle institusjonelle sentimentet ved å plotte forholdet mellom put- og call-opsjoner. Diagrammet til høyre viser det historiske forholdet mellom put- og call-opsjoner for dette instrumentet.
Ved å bruke Put/Call-forholdet som en indikator på investorsentimentet kan man overvinne en av de viktigste svakhetene ved å bruke totalt institusjonelt eierskap, nemlig at en betydelig andel av forvaltningskapitalen investeres passivt for å følge indekser. Passivt forvaltede fond kjøper vanligvis ikke opsjoner, slik at indikatoren for put/call-forhold i større grad gjenspeiler stemningen i aktivt forvaltede fond.
13F- og NPORT-arkiveringer
Detaljer om 13F-arkiveringer er gratis. Detaljer om NP-arkiveringer krever et premium-medlemskap. Grønne rader indikerer nye posisjoner. Røde rader indikerer lukkede posisjoner. Klikk på lenke ikonet for å se hele transaksjonshistorikken.
Oppgrader
for å låse opp premiedata og eksportere til Excel.
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Fildato | Kilde | Investor | Type | Gjennomsnittlig pris (estimert) |
Aksjer | Δ Aksjer (%) |
Rapportert verdi ($1000) | Verdi (%) | Portallokering (%) | |
---|---|---|---|---|---|---|---|---|---|---|
2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 54 709 | −5,10 | 3 626 | 2,49 | ||||
2025-07-08 | 13F | Holcombe Financial, Inc. | 82 529 | −6,05 | 6 108 | 4,91 | ||||
2025-08-11 | 13F | United Capital Financial Advisers, Llc | 4 778 | −2,43 | 354 | 8,95 | ||||
2025-07-23 | 13F | Quarry Hill Advisors, Llc | 39 098 | −7,78 | 2 894 | 2,99 | ||||
2025-08-07 | 13F | PCG Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-07-22 | 13F | Awm Capital, Llc | 183 400 | −1,84 | 13 573 | 9,63 | ||||
2025-07-15 | 13F | SJS Investment Consulting Inc. | 35 004 | 0,00 | 2 591 | 11,69 | ||||
2025-07-25 | 13F | Lion Street Advisors, LLC | 12 732 | 11,83 | 942 | 24,93 | ||||
2025-07-31 | 13F | CAP Partners, LLC | 28 905 | 6,07 | 2 139 | 18,50 | ||||
2025-07-01 | 13F | Stonehearth Capital Management, LLC | 4 442 | 329 | ||||||
2025-08-05 | 13F | Bank Of Montreal /can/ | 1 537 | 6 048,00 | 114 | 11 200,00 | ||||
2025-07-10 | 13F | Vista Investment Partners Llc | 92 333 | 24,15 | 6 834 | 38,66 | ||||
2025-08-06 | 13F | Modera Wealth Management, LLC | 402 871 | −2,63 | 29 817 | 8,74 | ||||
2025-08-13 | 13F | D L Carlson Investment Group Inc | 176 984 | 8,36 | 13 099 | 21,02 | ||||
2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 11 043 | −83,40 | 817 | −81,47 | ||||
2025-07-29 | 13F | Aspiriant, Llc | 5 570 | 0,00 | 412 | 11,65 | ||||
2025-08-06 | 13F | Savant Capital, LLC | 351 411 | 1,31 | 26 008 | 13,14 | ||||
2025-08-14 | 13F | GWM Advisors LLC | 187 592 | 17,57 | 13 884 | 31,29 | ||||
2025-08-14 | 13F | Modern Wealth Management, LLC | 106 261 | 105,41 | 7 864 | 129,40 | ||||
2025-08-14 | 13F | Clarity Asset Management, Inc. | 2 759 | 3,96 | 204 | 16,57 | ||||
2025-08-15 | 13F | ROSS\JOHNSON & Associates LLC | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Correct Capital Wealth Management | 497 835 | 49,58 | 36 845 | 67,05 | ||||
2025-07-10 | 13F | Websterrogers Financial Advisors, Llc | 205 995 | −2,04 | 15 246 | 9,40 | ||||
2025-07-15 | 13F | Smith & Howard Wealth Management, LLC | 0 | −100,00 | 0 | |||||
2025-08-04 | 13F | REDW Wealth LLC | 46 416 | 12,76 | 3 435 | 25,92 | ||||
2025-07-17 | 13F | Independence Bank of Kentucky | 29 076 | 2 152 | ||||||
2025-08-15 | 13F | North Ridge Wealth Advisors, Inc. | 25 633 | 19,08 | 1 897 | 33,03 | ||||
2025-07-15 | 13F | Bannerman Wealth Management Group, Llc | 8 332 | −3,17 | 617 | 8,07 | ||||
2025-08-08 | 13F | Your Advocates Ltd., LLP | 818 | −20,43 | 61 | −11,76 | ||||
2025-08-13 | 13F | Trustmark National Bank Trust Department | 4 839 | 0,00 | 358 | 11,88 | ||||
2025-04-16 | 13F | Salem Investment Counselors Inc | 0 | −100,00 | 0 | |||||
2025-07-28 | 13F | Ritholtz Wealth Management | 2 737 | 203 | ||||||
2025-07-15 | 13F | Marquette Asset Management, LLC | 497 | 0,00 | 37 | 12,50 | ||||
2025-07-15 | 13F | Missouri Trust & Investment Co | 0 | −100,00 | 0 | |||||
2025-07-30 | 13F | Strategic Blueprint, LLC | 286 578 | 5,34 | 21 210 | 17,64 | ||||
2025-07-30 | 13F | Citizens & Northern Corp | 30 873 | −0,26 | 2 285 | 11,36 | ||||
2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 59 396 | 4 396 | ||||||
2025-08-11 | 13F | Slagle Financial, LLC | 0 | −100,00 | 0 | |||||
2025-07-29 | 13F | Ifrah Financial Services, Inc. | 11 556 | −1,18 | 855 | 10,47 | ||||
2025-07-15 | 13F | Family Investment Center, Inc. | 223 030 | 24,46 | 16 506 | 39,00 | ||||
2025-08-25 | 13F | BLVD Private Wealth, LLC | 59 028 | 4 369 | ||||||
2025-08-15 | 13F | Equitable Holdings, Inc. | 19 113 | 30,57 | 1 415 | 45,77 | ||||
2025-07-08 | 13F | Advance Capital Management, Inc. | 89 447 | 6 620 | ||||||
2025-07-29 | 13F | Lutz Financial Services LLC | 158 213 | 10,10 | 11 709 | 22,95 | ||||
2025-07-22 | 13F | SOL Capital Management CO | 20 243 | −9,06 | 1 | 0,00 | ||||
2025-07-22 | 13F | HFM Investment Advisors, LLC | 63 | 5 | ||||||
2025-07-28 | NP | AVMA - Avantis Moderate Allocation ETF | 30 314 | −7,03 | 2 209 | 3,27 | ||||
2025-08-08 | 13F | Advyzon Investment Management, LLC | 22 701 | 78,93 | 1 680 | 100,00 | ||||
2025-05-07 | 13F | WMS Partners, LLC | 0 | −100,00 | 0 | |||||
2025-08-04 | 13F | Assetmark, Inc | 997 | 433,16 | 74 | 508,33 | ||||
2025-04-17 | 13F | Vista Wealth Management Group, LLC | 1 220 027 | 3,45 | 80 851 | 11,71 | ||||
2025-03-12 | 13F/A | Private Capital Management Llc | 32 262 | 0,58 | 2 009 | −1,76 | ||||
2025-08-01 | 13F | Zhang Financial LLC | 292 764 | 12,40 | 21 668 | 25,53 | ||||
2025-07-10 | 13F | Atticus Wealth Management, Llc | 55 | 4 | ||||||
2025-07-23 | 13F | L.K. Benson & Company, P.C. | 30 268 | −1,28 | 2 240 | 10,24 | ||||
2025-08-15 | 13F | Morgan Stanley | 1 702 820 | 76,44 | 126 026 | 97,05 | ||||
2025-07-21 | 13F | Trellis Wealth Advisors LLC | 265 169 | 1,34 | 19 625 | 13,18 | ||||
2025-08-07 | 13F | 1620 Investment Advisors, Inc. | 2 147 | 2,63 | 159 | 14,49 | ||||
2025-07-21 | 13F | Creative Capital Management Investments LLC | 1 775 | 29,56 | 131 | 45,56 | ||||
2025-07-08 | 13F | Apella Capital, LLC | 542 167 | 32,38 | 39 849 | 53,25 | ||||
2025-07-07 | 13F | Accelerate Investment Advisors LLC | 6 013 | −2,98 | 445 | 8,54 | ||||
2025-07-03 | 13F | Collective Family Office Llc | 32 633 | −3,55 | 2 415 | 7,72 | ||||
2025-08-14 | 13F | Jane Street Group, Llc | 258 505 | −69,59 | 19 132 | −66,04 | ||||
2025-08-14 | 13F | UBS Group AG | 782 569 | 63,27 | 57 918 | 82,34 | ||||
2025-07-15 | 13F | Armis Advisers, LLC | 25 648 | −7,88 | 1 898 | 2,87 | ||||
2025-07-15 | 13F | ACT Advisors, LLC. | 400 682 | 29 654 | ||||||
2025-08-13 | 13F | Copley Financial Group, Inc. | 4 008 | −6,00 | 297 | 4,96 | ||||
2025-08-12 | 13F | Accredited Wealth Management, LLC | 37 367 | 2 766 | ||||||
2025-08-13 | 13F | JRM Investment Counsel, LLC | 222 000 | 16 430 | ||||||
2025-08-13 | 13F | Brown Advisory Inc | 9 044 | −12,70 | 669 | −2,48 | ||||
2025-08-14 | 13F | Disciplina Capital Management LLC | 222 580 | −1,38 | 16 473 | 10,14 | ||||
2025-07-30 | 13F | Clune & Associates, Ltd. | 29 316 | −0,88 | 2 170 | 10,66 | ||||
2025-08-11 | 13F | Principal Securities, Inc. | 15 | −89,86 | 1 | −88,89 | ||||
2025-08-14 | 13F | Aprio Wealth Management, LLC | 6 265 | 0,40 | 464 | 12,11 | ||||
2025-07-14 | 13F | Park Avenue Securities Llc | 278 983 | 11,54 | 21 | 25,00 | ||||
2025-07-03 | 13F | Lam Group, Inc. | 21 270 | 1,75 | 1 574 | 13,65 | ||||
2025-08-08 | 13F | RAM Investment Partners, LLC | 27 227 | 8,50 | 2 015 | 21,24 | ||||
2025-08-12 | 13F | Burk Holdings LLC | 90 692 | −0,13 | 6 712 | 11,55 | ||||
2025-08-14 | 13F | Certified Advisory Corp | 27 581 | 50,22 | 2 041 | 67,85 | ||||
2025-08-13 | 13F | ESL Trust Services, LLC | 734 503 | 6,53 | 54 361 | 18,98 | ||||
2025-07-25 | 13F | Almanack Investment Partners, LLC. | 4 125 | 0,00 | 305 | 11,72 | ||||
2025-07-29 | 13F | Werba Rubin Papier Wealth Management | 752 507 | 1,87 | 55 693 | 13,77 | ||||
2025-08-14 | 13F | Old Mission Capital Llc | 45 468 | 3 365 | ||||||
2025-04-15 | 13F | Michael A. Dubis Financial Planning, LLC | 3 470 | 0,00 | 230 | |||||
2025-08-14 | 13F | IHT Wealth Management, LLC | 36 999 | −14,46 | 2 738 | −4,47 | ||||
2025-07-17 | 13F | Farmers & Merchants Trust Co of Long Beach | 3 064 | 227 | ||||||
2025-08-01 | 13F | Red Lighthouse Investment Management, Llc | 296 552 | −7,72 | 21 948 | 7,15 | ||||
2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 12 789 | 97,54 | 947 | 120,51 | ||||
2025-08-12 | 13F/A | Cozad Asset Management Inc | 8 176 | 91,12 | 605 | 113,78 | ||||
2025-07-01 | 13F | Harbor Investment Advisory, Llc | 2 190 | 162 | ||||||
2025-07-11 | 13F | Rockwood Wealth Management, LLC | 2 546 918 | −10,46 | 188 497 | 0,00 | ||||
2025-08-06 | 13F | AE Wealth Management LLC | 35 745 | 148,57 | 2 645 | 177,84 | ||||
2025-07-30 | 13F | Greenup Street Wealth Management Llc | 856 998 | 8,56 | 63 426 | 21,24 | ||||
2025-07-08 | 13F | Nbc Securities, Inc. | 1 342 | −0,30 | 0 | |||||
2025-08-07 | 13F | Lakeridge Wealth Management LLC | 76 842 | 18,38 | 5 687 | 32,23 | ||||
2025-08-12 | 13F | Winnow Wealth Llc | 34 354 | 2 543 | ||||||
2025-07-11 | 13F | Annex Advisory Services, LLC | 2 342 328 | −38,20 | 173 356 | −30,98 | ||||
2025-07-17 | 13F | Symmetry Partners, LLC | 56 007 | −36,20 | 4 145 | −28,74 | ||||
2025-05-15 | 13F | M Wealth Management, LLC | 0 | −100,00 | 0 | |||||
2025-07-17 | 13F | Catalytic Wealth RIA, LLC | 3 551 | 263 | ||||||
2025-08-13 | 13F | First Trust Advisors Lp | 10 792 | −14,59 | 799 | −4,66 | ||||
2025-07-17 | 13F | HB Wealth Management, LLC | 1 696 199 | −15,52 | 125 536 | −5,65 | ||||
2025-07-23 | 13F | Mainsail Asset Management, Llc | 3 540 | 1,72 | 262 | 13,91 | ||||
2025-06-27 | NP | TWSMX - Strategic Allocation: Moderate Fund Investor Class This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 227 926 | −40,92 | 15 715 | −36,21 | ||||
2025-07-25 | 13F | Fifth Third Wealth Advisors LLC | 21 500 | 1 591 | ||||||
2025-08-14 | 13F | CoreCap Advisors, LLC | 55 671 | 19,55 | 4 120 | 33,55 | ||||
2025-05-12 | 13F | Blueprint Investment Partners LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Freedom Financial Partners LLC | 240 798 | 4,48 | 17 822 | 16,70 | ||||
2025-08-13 | 13F | Townsquare Capital Llc | 16 667 | −15,98 | 1 234 | −6,16 | ||||
2025-07-23 | 13F | HTG Investment Advisors, Inc. | 272 493 | 3,67 | 20 167 | 15,78 | ||||
2025-08-12 | 13F | Passive Capital Management, LLC. | 197 888 | 1,05 | 14 632 | 12,75 | ||||
2025-07-14 | 13F | UMA Financial Services, Inc. | 70 | 0,00 | 5 | 25,00 | ||||
2025-08-05 | 13F | Simplex Trading, Llc | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Bank of Marin | 6 273 | 464 | ||||||
2025-08-04 | 13F | Arcadia Wealth Management, Inc. | 43 500 | 3,98 | 3 219 | 16,13 | ||||
2025-07-09 | 13F | Bank of New Hampshire | 1 614 | 119 | ||||||
2025-08-14 | 13F | Smartleaf Asset Management LLC | 2 773 | 1 075,00 | 205 | 1 260,00 | ||||
2025-08-15 | 13F | CI Private Wealth, LLC | 4 047 220 | 4,13 | 299 535 | 16,30 | ||||
2025-08-12 | 13F | Nemes Rush Group LLC | 815 | 30,40 | 60 | 46,34 | ||||
2025-07-16 | 13F | Falcon Wealth Planning | 49 829 | −1,07 | 3 688 | 10,49 | ||||
2025-07-22 | 13F | Accel Wealth Management | 3 155 | 0,00 | 234 | 11,48 | ||||
2025-08-12 | 13F | Clearwater Capital Advisors, LLC | 22 159 | −28,90 | 1 640 | −20,63 | ||||
2025-07-28 | 13F | Eq Wealth Advisors, Llc | 2 | 0 | ||||||
2025-07-15 | 13F | Oak Wealth Advisors LLC | 296 116 | 5,26 | 21 916 | 17,55 | ||||
2025-08-07 | 13F | Resources Investment Advisors, LLC. | 537 465 | −27,67 | 39 778 | −19,22 | ||||
2025-05-12 | 13F | Independent Advisor Alliance | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 26 996 | −17,89 | 1 998 | −8,31 | ||||
2025-08-25 | 13F/A | Promus Capital, LLC | 2 759 | 204 | ||||||
2025-07-15 | 13F | Garrett Investment Advisors LLC | 579 123 | 10,53 | 42 861 | 23,44 | ||||
2025-07-30 | 13F | Crewe Advisors LLC | 788 | 58 | ||||||
2025-07-30 | 13F | Bayshore Asset Management, Llc | 60 561 | 1,07 | 4 482 | 12,90 | ||||
2025-08-07 | 13F | Allworth Financial LP | 5 055 | 5,89 | 374 | 15,08 | ||||
2025-07-17 | 13F | Nova R Wealth, Inc. | 23 792 | 0,93 | 1 761 | 12,68 | ||||
2025-07-23 | 13F | Austin Asset Management Co Inc | 45 175 | −35,96 | 3 343 | −28,49 | ||||
2025-08-11 | 13F | Stonebrook Private Inc. | 4 942 | 0,24 | 366 | 11,96 | ||||
2025-08-14 | 13F | Capital Planning Advisors, LLC | 289 040 | 21 392 | ||||||
2025-07-28 | 13F | BRYN MAWR TRUST Co | 2 175 | 0,00 | 161 | 11,11 | ||||
2025-07-14 | 13F | AdvisorNet Financial, Inc | 642 | 234,38 | 48 | 291,67 | ||||
2025-08-11 | 13F | Private Advisor Group, LLC | 158 517 | 285,23 | 11 732 | 330,34 | ||||
2025-08-11 | 13F | Rothschild Investment Llc | 181 | 1,69 | 13 | 18,18 | ||||
2025-08-01 | 13F | Cobblestone Capital Advisors Llc /ny/ | 13 946 | 0,85 | 1 032 | 12,66 | ||||
2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 8 554 | −2,12 | 633 | 9,33 | ||||
2025-08-04 | 13F | Creative Financial Designs Inc /adv | 20 | 1 | ||||||
2025-08-13 | 13F | Greenwich Wealth Management LLC | 27 613 | 1,93 | 2 | 100,00 | ||||
2025-08-12 | 13F | Accordant Advisory Group Inc | 34 354 | 2 543 | ||||||
2025-07-18 | 13F | Consolidated Portfolio Review Corp | 7 989 | 1,67 | 591 | 13,65 | ||||
2025-08-01 | 13F | Bessemer Group Inc | 773 | 0 | ||||||
2025-05-05 | 13F | Keyes, Stange & Wooten Wealth Management, LLC | 0 | −100,00 | 0 | |||||
2025-07-16 | 13F | Perigon Wealth Management, LLC | 114 952 | 9,93 | 8 508 | 22,77 | ||||
2025-07-09 | 13F | Hardin Capital Partners, LLC | 11 519 | 27,07 | 852 | 41,83 | ||||
2025-07-21 | 13F | Life Planning Partners, Inc | 18 896 | 15,01 | 1 398 | 28,49 | ||||
2025-07-25 | 13F | NorthRock Partners, LLC | 21 | 0,00 | 2 | 0,00 | ||||
2025-08-19 | 13F | Advisory Services Network, LLC | 53 635 | 227,86 | 3 933 | 262,82 | ||||
2025-07-22 | 13F | Visionary Horizons, LLC | 8 980 | −4,65 | 665 | 6,41 | ||||
2025-07-11 | 13F | Grove Bank & Trust | 34 429 | 22,74 | 2 548 | 37,14 | ||||
2025-08-08 | 13F | Cetera Investment Advisers | 4 756 | 22,33 | 352 | 36,58 | ||||
2025-07-28 | NP | SPILX - Symmetry Panoramic International Equity Fund Class I Shares | 54 104 | 0,00 | 3 943 | 11,07 | ||||
2025-07-17 | 13F | Sage Rhino Capital Llc | 113 184 | 9,92 | 8 377 | 22,76 | ||||
2025-08-05 | 13F | WorthPointe, LLC | 147 062 | −10,01 | 10 884 | 0,50 | ||||
2025-08-06 | 13F | Horan Securities, Inc. | 7 626 | 564 | ||||||
2025-07-29 | 13F | Private Trust Co Na | 17 099 | 10,79 | 1 265 | 23,78 | ||||
2025-07-14 | 13F | ABLE Financial Group, LLC | 96 221 | 7 121 | ||||||
2025-08-04 | 13F | Haven Private, LLC | 32 923 | −7,84 | 2 437 | 2,92 | ||||
2025-08-13 | 13F | Renaissance Technologies Llc | 22 700 | 63,31 | 1 680 | 82,41 | ||||
2025-04-30 | 13F | Adapt Wealth Advisors, Llc | 0 | −100,00 | 0 | |||||
2025-08-08 | 13F | Avantax Advisory Services, Inc. | 3 798 | 23,03 | 281 | 37,75 | ||||
2025-08-14 | 13F | Aqr Capital Management Llc | 48 158 | 25,40 | 3 564 | 40,04 | ||||
2025-09-09 | 13F | Cambridge Financial Group, LLC | 3 000 | 222 | ||||||
2025-07-30 | 13F | D.a. Davidson & Co. | 44 803 | −7,29 | 3 316 | 3,53 | ||||
2025-08-08 | 13F | Pacific Life Fund Advisors LLC | 551 719 | −12,22 | 40 833 | −1,97 | ||||
2025-07-08 | 13F | Atlas Brown,Inc. | 3 106 | 230 | ||||||
2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 209 549 | −0,14 | 15 509 | 11,52 | ||||
2025-08-05 | 13F | Bank of New York Mellon Corp | 431 240 | 30,94 | 31 916 | 46,24 | ||||
2025-08-11 | 13F | Paul R. Ried Financial Group, LLC | 45 935 | −0,65 | 3 400 | 10,97 | ||||
2025-06-27 | NP | AACRX - Strategic Allocation: Conservative Fund R Class This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 73 081 | −36,63 | 5 039 | −31,60 | ||||
2025-07-09 | 13F | GEM Asset Management, LLC | 11 695 | 2,48 | 860 | 13,47 | ||||
2025-08-29 | 13F | Evolution Wealth Management Inc. | 433 | 32 | ||||||
2025-08-06 | 13F | Cannon Financial Strategists, Inc. | 274 186 | −6,74 | 20 293 | 4,15 | ||||
2025-08-05 | 13F | Transatlantique Private Wealth Llc | 5 112 | 378 | ||||||
2025-07-16 | 13F | Plancorp, LLC | 880 610 | −1,51 | 65 174 | 9,99 | ||||
2025-07-30 | 13F | Parcion Private Wealth LLC | 5 390 | 0,00 | 399 | 11,48 | ||||
2025-08-06 | 13F | Cetera Trust Company, N.A | 29 437 | 0,00 | 2 179 | 11,69 | ||||
2025-08-28 | 13F | Midwestern Financial, LLC /IA | 66 986 | 4 958 | ||||||
2025-07-15 | 13F | RVW Wealth, LLC | 316 195 | −2,16 | 23 402 | 9,27 | ||||
2025-08-08 | 13F | Good Life Advisors, LLC | 19 016 | 4,29 | 1 407 | 16,47 | ||||
2025-05-13 | 13F | RW Investment Management LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Advisor OS, LLC | 14 609 | −21,93 | 1 081 | −12,82 | ||||
2025-08-04 | 13F | Joseph P. Lucia & Associates, LLC | 8 211 | 608 | ||||||
2025-07-22 | 13F | USAdvisors Wealth Management, LLC | 15 390 | 1,09 | 1 | 0,00 | ||||
2025-08-14 | 13F | Ieq Capital, Llc | 3 949 | 1,15 | 292 | 13,18 | ||||
2025-07-17 | 13F | Summit Financial Strategies, Inc. | 3 506 | 259 | ||||||
2025-07-18 | 13F | Fmb Wealth Management | 65 768 | 2,06 | 4 867 | 13,98 | ||||
2025-07-22 | 13F | Merit Financial Group, LLC | 6 502 | 481 | ||||||
2025-08-04 | 13F | Pensionmark Financial Group, Llc | 189 774 | −4,07 | 14 045 | 7,14 | ||||
2025-04-28 | 13F | Pinnacle Financial Partners Inc | 16 590 | 21,44 | 1 099 | 31,15 | ||||
2025-04-14 | 13F | Greenspring Advisors, LLC | 3 858 | 0,00 | 256 | 8,05 | ||||
2025-08-04 | 13F | Spire Wealth Management | 5 496 | 5,01 | 407 | 17,34 | ||||
2025-08-07 | 13F | Fonville Wealth Management LLC | 23 534 | 0,00 | 1 742 | 11,67 | ||||
2025-04-23 | 13F | GHP Investment Advisors, Inc. | 0 | −100,00 | 0 | |||||
2025-08-11 | 13F | Nomura Asset Management Co Ltd | 0 | 0 | ||||||
2025-08-14 | 13F | Operose Advisors LLC | 125 | 0,00 | 9 | 12,50 | ||||
2025-08-14 | 13F | Herold Advisors, Inc. | 41 845 | −6,63 | 3 097 | 4,24 | ||||
2025-07-23 | 13F | Armbruster Capital Management, Inc. | 42 852 | 4,06 | 3 171 | 16,20 | ||||
2025-07-31 | 13F | CVA Family Office, LLC | 235 364 | 10,36 | 17 419 | 23,25 | ||||
2025-08-14 | 13F | Glenview Trust Co | 11 489 | 0,00 | 850 | 11,70 | ||||
2025-08-05 | 13F | Hutchens & Kramer Investment Management Group, LLC | 50 789 | 132,82 | 3 755 | 159,86 | ||||
2025-07-17 | 13F | Sound Income Strategies, LLC | 0 | −100,00 | 0 | |||||
2025-08-07 | 13F | CENTRAL TRUST Co | 76 899 | 36,41 | 5 691 | 52,37 | ||||
2025-08-05 | 13F | Bridgewater Advisors Inc. | 442 017 | 6,84 | 32 877 | 15,14 | ||||
2025-07-16 | 13F | Meredith Wealth Planning | 36 404 | 16,48 | 2 694 | 30,08 | ||||
2025-08-15 | 13F/A | Symphony Financial, Ltd. Co. | 212 876 | 3 139,14 | 15 789 | 3 554,63 | ||||
2025-07-09 | 13F | Breakwater Capital Group | 11 457 | 11,64 | 848 | 24,56 | ||||
2025-07-17 | 13F | Global Trust Asset Management, LLC | 1 787 | 0,00 | 132 | 11,86 | ||||
2025-07-29 | 13F | Activest Wealth Management | 8 524 | 0,37 | 631 | 12,10 | ||||
2025-08-12 | 13F | Jacobi Capital Management LLC | 3 793 | −0,39 | 281 | 11,11 | ||||
2025-07-17 | 13F | CWA Asset Management Group, LLC | 8 086 | 0,00 | 598 | 11,78 | ||||
2025-08-04 | 13F | Savvy Advisors, Inc. | 4 298 | −16,14 | 318 | −6,19 | ||||
2025-08-14 | 13F | Integrated Wealth Concepts LLC | 6 649 | −0,64 | 492 | 11,06 | ||||
2025-07-15 | 13F | Mather Group, Llc. | 0 | −100,00 | 0 | |||||
2025-07-29 | 13F | Kelman-Lazarov, Inc. | 72 185 | −2,21 | 5 342 | 9,22 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-13 | 13F | SageView Advisory Group, LLC | 18 591 | −1,55 | 1 383 | 10,47 | ||||
2025-07-25 | 13F | Transcendent Capital Group LLC | 29 559 | 3,76 | 2 188 | 15,90 | ||||
2025-07-14 | 13F | GAMMA Investing LLC | 160 | 12 | ||||||
2025-07-17 | 13F | LexAurum Advisors, LLC | 44 534 | 13,01 | 3 296 | 26,20 | ||||
2025-07-09 | 13F | Heritage Wealth Architects, Inc. | 94 193 | 0,94 | 6 971 | 12,74 | ||||
2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 135 | 0,00 | 10 | 12,50 | ||||
2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 4 434 | 0,00 | 328 | 11,95 | ||||
2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1 560 | 115 | ||||||
2025-08-06 | 13F | Rialto Wealth Management, LLC | 19 696 | 1,86 | 1 458 | 13,74 | ||||
2025-05-14 | 13F | CIBC Private Wealth Group, LLC | 0 | −100,00 | 0 | |||||
2025-07-24 | 13F | Morton Brown Family Wealth, LLC | 1 | 0,00 | 0 | |||||
2025-07-18 | 13F | Dogwood Wealth Management LLC | 183 | −20,43 | 14 | −13,33 | ||||
2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 7 000 | 0,06 | 518 | 11,88 | ||||
2025-07-28 | NP | AVNM - Avantis All International Markets Equity ETF | 1 701 735 | 170,61 | 124 005 | 200,60 | ||||
2025-07-29 | 13F | Flagstone Financial Management | 55 825 | 0,08 | 4 132 | 11,77 | ||||
2025-08-05 | 13F | AGH Wealth Advisors, LLC | 114 297 | 0,45 | 8 460 | 12,19 | ||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 717 409 | 29,84 | 53 095 | 45,00 | ||||
2025-07-30 | 13F | Caliber Wealth Management, LLC / KS | 277 860 | 2,44 | 20 564 | 14,41 | ||||
2025-07-23 | 13F | Elevate Wealth Advisory, Inc | 221 | −63,35 | 16 | −58,97 | ||||
2025-08-15 | 13F | Brown Financial Advisors | 71 278 | −2,95 | 5 275 | 8,38 | ||||
2025-08-01 | 13F | Motco | 41 978 | 12,81 | 3 078 | 24,82 | ||||
2025-08-14 | 13F | Family Office Research LLC | 48 512 | 2,48 | 3 590 | 14,44 | ||||
2025-08-14 | 13F | Glenmede Investment Management, LP | 317 | 23 | ||||||
2025-08-14 | 13F | Eaton-Cambridge Inc. | 19 363 | 3,24 | 1 433 | 15,38 | ||||
2025-08-08 | 13F | Truepoint, Inc. | 17 159 | −3,89 | 1 270 | 7,27 | ||||
2025-08-14 | 13F | Qube Research & Technologies Ltd | 176 | −64,30 | 13 | −59,37 | ||||
2025-07-18 | 13F | Broadway Wealth Solutions, Inc. | 176 150 | 5,33 | 13 037 | 17,62 | ||||
2025-08-14 | 13F | Financial Advisory Service, Inc. | 180 736 | 0,95 | 13 376 | 12,74 | ||||
2025-07-14 | 13F | Pacifica Partners Inc. | 109 | 8 | ||||||
2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 5 459 | 22,51 | 404 | 36,95 | ||||
2025-07-07 | 13F | Versant Capital Management, Inc | 648 602 | −0,80 | 48 003 | 10,79 | ||||
2025-07-21 | 13F | Keb Asset Management, Llc | 4 035 | 0,00 | 299 | 11,61 | ||||
2025-07-24 | 13F | Eastern Bank | 550 | 19,05 | 41 | 33,33 | ||||
2025-07-31 | 13F | MN Wealth Advisors, LLC | 8 650 | 3,06 | 640 | 15,11 | ||||
2025-08-08 | 13F | Glassman Wealth Services | 336 | 25 | ||||||
2025-08-12 | 13F | Global Retirement Partners, LLC | 20 800 | −76,15 | 1 539 | −71,24 | ||||
2025-07-09 | 13F | Lifestyle Asset Management, Inc. | 87 032 | 6 441 | ||||||
2025-07-22 | 13F | Simplicity Wealth,LLC | 821 790 | 110,60 | 60 821 | 135,20 | ||||
2025-08-11 | 13F | Cornerstone Planning Group LLC | 0 | −100,00 | 0 | |||||
2025-07-08 | 13F | Atwood & Palmer Inc | 731 327 | 2,91 | 54 126 | 14,93 | ||||
2025-08-08 | 13F | Tortoise Investment Management, LLC | 34 795 | 15,59 | 2 575 | 29,14 | ||||
2025-07-15 | 13F | Level Financial Advisors, Inc. | 30 411 | 22,14 | 2 251 | 36,36 | ||||
2025-07-22 | 13F | Evensky & Katz LLC | 60 880 | −41,94 | 5 | −33,33 | ||||
2025-08-14 | 13F | Betterment LLC | 15 268 | 7,96 | 1 | |||||
2025-08-12 | 13F | Cooper/haims Advisors, Llc | 6 684 | 1,70 | 495 | 13,56 | ||||
2025-08-11 | 13F | HighTower Advisors, LLC | 2 366 031 | −6,46 | 175 110 | 4,47 | ||||
2025-07-10 | 13F | Wedmont Private Capital | 69 691 | 0,38 | 5 196 | 16,53 | ||||
2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 268 563 | 12,64 | 19 876 | 25,80 | ||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 1 690 757 | 22,73 | 125 133 | 37,06 | ||||
2025-08-05 | 13F | Integrity Wealth Solutions LLC | 8 947 | 662 | ||||||
2025-08-14 | 13F | Camarda Financial Advisors, LLC | 9 677 | 2,04 | 716 | 14,01 | ||||
2025-07-28 | 13F | Brown Financial Advisory | 25 603 | 0,00 | 1 895 | 11,67 | ||||
2025-08-12 | 13F | Hill Investment Group Partners, LLC | 139 843 | 5,44 | 10 350 | 17,75 | ||||
2025-08-11 | 13F | Plum Street Advisors, LLC | 43 563 | 0,26 | 3 224 | 11,98 | ||||
2025-07-29 | 13F | Mattson Financial Services, LLC | 38 700 | −5,55 | 2 864 | 5,49 | ||||
2025-07-31 | 13F | Orion Capital Management LLC | 48 965 | 29,87 | 3 624 | 45,04 | ||||
2025-04-22 | 13F | Acorn Creek Capital Llc | 0 | −100,00 | 0 | |||||
2025-07-30 | 13F | EnRich Financial Partners LLC | 9 584 | 709 | ||||||
2025-08-06 | 13F | New Dimensions Wealth Management, LLC | 5 396 | 0,00 | 399 | 11,76 | ||||
2025-08-01 | 13F | Transcend Wealth Collective, Llc | 3 567 | 264 | ||||||
2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 81 | 6 | ||||||
2025-08-14 | 13F | Bank Of America Corp /de/ | 2 255 718 | 18,79 | 166 946 | 32,66 | ||||
2025-08-13 | 13F | Baird Financial Group, Inc. | 7 011 | 2,43 | 519 | 14,35 | ||||
2025-08-06 | 13F | Paladin Advisory Group, LLC | 70 | 5 | ||||||
2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | −100,00 | 0 | |||||
2025-08-01 | 13F | Redwood Park Advisors LLC | 1 409 | 1,15 | 104 | 13,04 | ||||
2025-07-25 | 13F | BCR Wealth Strategies, LLC | 335 263 | 1,17 | 25 | 14,29 | ||||
2025-08-08 | 13F | L & S Advisors Inc | 5 393 | 0,00 | 399 | 11,76 | ||||
2025-08-14 | 13F | Gallagher Fiduciary Advisors, LLC | 3 645 | 270 | ||||||
2025-07-16 | 13F | Magnus Financial Group LLC | 15 561 | 1,35 | 1 152 | 13,18 | ||||
2025-08-13 | 13F | WCG Wealth Advisors LLC | 318 824 | 5,22 | 23 596 | 17,51 | ||||
2025-07-08 | 13F | Henrickson Nauta Wealth Advisors, Inc. | 234 416 | −0,56 | 17 349 | 17,60 | ||||
2025-07-28 | 13F | WealthPlan Investment Management, LLC | 4 004 | 296 | ||||||
2025-08-07 | 13F | Cascade Financial Partners, LLC | 37 323 | 0,00 | 2 762 | 11,69 | ||||
2025-04-28 | 13F | Great Point Wealth Advisors, LLC | 86 424 | −0,87 | 5 727 | 7,05 | ||||
2025-07-15 | 13F | EWG Elevate Inc. | 4 188 | 310 | ||||||
2025-07-15 | 13F | Maseco Llp | 1 745 849 | 129 140 | ||||||
2025-07-29 | 13F | Financial Symmetry Inc | 139 279 | 9,61 | 10 308 | 22,42 | ||||
2025-07-10 | 13F | NorthCrest Asset Manangement, LLC | 19 695 | 3,36 | 1 462 | 15,77 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | 169 535 | 12 547 | ||||||
2025-07-28 | NP | AVGE - Avantis All Equity Markets ETF | 838 485 | 8,77 | 61 100 | 20,83 | ||||
2025-08-14 | 13F | Comerica Bank | 45 625 | 38,46 | 3 377 | 54,65 | ||||
2025-07-16 | 13F | Signaturefd, Llc | 53 | 4 | ||||||
2025-08-06 | 13F | HORAN Wealth, LLC | 146 813 | 10 866 | ||||||
2025-07-23 | 13F | Clear Creek Financial Management, LLC | 13 566 | 217,78 | 1 004 | 256,03 | ||||
2025-07-28 | NP | SPGTX - Symmetry Panoramic Tax Managed Global Equity Fund Class I Shares | 9 043 | 0,00 | 659 | 10,96 | ||||
2025-08-08 | 13F | Advisory Resource Group | 143 703 | 25,23 | 10 635 | 39,86 | ||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 105 987 | 73,16 | 7 844 | 93,39 | ||||
2025-07-25 | 13F | Cwm, Llc | 863 820 | 10,54 | 64 | 23,53 | ||||
2025-07-17 | 13F | Northwest Wealth Management, Llc | 130 155 | −0,28 | 9 633 | 11,35 | ||||
2025-08-13 | 13F | Balance Wealth, LLC | 22 501 | −6,65 | 1 665 | 4,26 | ||||
2025-08-13 | 13F | Jones Financial Companies Lllp | 95 515 | 44,20 | 7 045 | 58,99 | ||||
2025-08-01 | 13F | Milestone Asset Management Group, LLC | 24 728 | 2,61 | 1 830 | 14,66 | ||||
2025-08-15 | 13F | Captrust Financial Advisors | 2 733 | 202 | ||||||
2025-07-23 | 13F | Sax Wealth Advisors, Llc | 84 222 | −4,41 | 6 233 | 6,77 | ||||
2025-08-06 | 13F | Cloud Capital Management, LLC | 8 383 | 280,35 | 1 | |||||
2025-08-01 | 13F | Chilton Capital Management Llc | 199 201 | −1,47 | 14 743 | 10,03 | ||||
2025-08-13 | 13F | Cerity Partners LLC | 691 229 | 5,16 | 51 158 | 17,44 | ||||
2025-07-01 | 13F | First National Bank Sioux Falls | 268 328 | 6,78 | 19 859 | 19,25 | ||||
2025-07-08 | 13F | IAM Advisory, LLC | 403 623 | 113,19 | 29 872 | 138,10 | ||||
2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 0 | −100,00 | 0 | |||||
2025-07-10 | 13F | Anderson Hoagland & Co | 58 715 | −1,70 | 4 345 | 22,64 | ||||
2025-07-31 | 13F | Buckingham Strategic Partners | 265 840 | 2,83 | 19 675 | 14,84 | ||||
2025-08-06 | 13F | SOUTH STATE Corp | 58 491 | 51,57 | 4 329 | 69,26 | ||||
2025-08-18 | NP | PACIFIC SELECT FUND - PSF DFA Balanced Allocation Portfolio Class D | 551 719 | −12,22 | 40 833 | −1,97 | ||||
2025-07-22 | 13F | Global Strategic Investment Solutions, LLC | 57 131 | 4 228 | ||||||
2025-07-08 | 13F | ShankerValleau Wealth Advisors, Inc. | 91 459 | −3,90 | 6 769 | 7,33 | ||||
2025-07-21 | 13F | Mendota Financial Group, LLC | 3 963 | 293 | ||||||
2025-07-30 | 13F | Castle Wealth Management Llc | 111 148 | 0,62 | 8 226 | 12,38 | ||||
2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 515 844 | −56,13 | 38 178 | −51,01 | ||||
2025-07-16 | 13F | TCI Wealth Advisors, Inc. | 161 992 | 9,93 | 11 989 | 22,78 | ||||
2025-07-18 | 13F | Magnolia Private Wealth, LLC | 107 549 | −31,77 | 7 960 | 79,22 | ||||
2025-08-12 | 13F | Journey Strategic Wealth Llc | 444 442 | 96,99 | 32 893 | 120,01 | ||||
2025-07-29 | 13F | Financial Futures Ltd Liability Co. | 13 506 | −17,03 | 1 000 | −7,33 | ||||
2025-08-12 | 13F | Change Path, LLC | 25 965 | 298,73 | 1 922 | 345,71 | ||||
2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 593 188 | 31,80 | 43 902 | 47,20 | ||||
2025-07-31 | 13F | Trademark Financial Management, LLC | 12 444 | 127,79 | 921 | 154,14 | ||||
2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 1 151 261 | 4,57 | 85 205 | 16,78 | ||||
2025-07-25 | 13F | PrairieView Partners, LLC | 157 570 | −0,14 | 12 | 10,00 | ||||
2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 4 348 | −52,74 | 322 | −47,29 | ||||
2025-08-11 | 13F | Citigroup Inc | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Ark & Tlk Investments, Llc | 35 496 | 5,89 | 2 627 | 18,28 | ||||
2025-07-30 | 13F | Family Capital Trust Co | 58 | 0,00 | 4 | 33,33 | ||||
2025-08-01 | 13F | Yukon Wealth Management, Inc. | 3 021 | 224 | ||||||
2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 99 150 | −10,53 | 7 338 | −0,08 | ||||
2025-07-29 | 13F | Aire Advisors, Llc | 37 579 | 0,38 | 2 781 | 12,14 | ||||
2025-07-30 | 13F | TFB Advisors LLC | 6 673 | 17,40 | 494 | 31,12 | ||||
2025-08-04 | 13F | Bridgewealth Advisory Group, LLC | 9 091 | 673 | ||||||
2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 2 935 | 131,10 | 217 | 158,33 | ||||
2025-08-14 | 13F | Cardiff Park Advisors, Llc | 324 550 | −6,30 | 24 020 | 4,64 | ||||
2025-07-11 | 13F/A | Umb Bank N A/mo | 27 087 | 0,05 | 2 005 | 11,71 | ||||
2025-08-01 | 13F | Pasadena Private Wealth, LLC | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | LPL Financial LLC | 1 978 642 | 17,81 | 146 439 | 31,57 | ||||
2025-07-22 | 13F | Petros Family Wealth, LLC | 48 420 | 3 584 | ||||||
2025-08-13 | 13F | Cresset Asset Management, LLC | 638 091 | 26,65 | 47 225 | 41,45 | ||||
2025-08-14 | 13F | Stifel Financial Corp | 14 982 | 1 109 | ||||||
2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 0 | −100,00 | 0 | |||||
2025-07-24 | 13F | IFP Advisors, Inc | 1 439 | −65,92 | 107 | −62,01 | ||||
2025-07-15 | 13F | Retirement Income Solutions, Inc | 19 140 | 49,65 | 1 417 | 67,18 | ||||
2025-08-18 | 13F | Arq Wealth Advisors, Llc | 88 722 | 0,00 | 5 880 | 0,00 | ||||
2025-08-13 | 13F | Milestone Investment Advisors LLC | 97 802 | 6,54 | 7 238 | 18,99 | ||||
2025-07-08 | 13F | Gradient Investments LLC | 1 204 258 | 0,94 | 89 127 | 12,73 | ||||
2025-07-08 | 13F | Paladin Wealth, LLC | 32 054 | 5,46 | 2 372 | 17,78 | ||||
2025-07-29 | 13F | Angeles Wealth Management, Llc | 301 | −88,57 | 22 | −87,36 | ||||
2025-08-14 | 13F | Mml Investors Services, Llc | 154 777 | 5,34 | 11 | 22,22 | ||||
2025-08-19 | 13F | Asset Dedication, LLC | 5 096 | 29,90 | 377 | 45,56 | ||||
2025-07-11 | 13F | Prosperity Planning, Inc. | 24 337 | 5,62 | 1 801 | 18,02 | ||||
2025-07-15 | 13F | Oak Root LLC | 1 514 299 | −0,58 | 112 073 | 11,04 | ||||
2025-07-21 | 13F/A | Abacus Planning Group, Inc. | 46 825 | 36,58 | 3 466 | 52,58 | ||||
2025-07-22 | 13F | Echo Wealth Management, LLC | 224 619 | 23,01 | 16 624 | 37,39 | ||||
2025-08-11 | 13F | Vanguard Group Inc | 17 674 | −5,51 | 1 308 | 5,57 | ||||
2025-07-03 | 13F | McLean Asset Management Corp | 165 447 | 15,66 | 12 271 | 44,62 | ||||
2025-08-07 | 13F | Vise Technologies, Inc. | 46 165 | 99,87 | 3 417 | 141,07 | ||||
2025-05-01 | 13F | Bleakley Financial Group, LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-04-29 | 13F | Mills Wealth Advisors LLC | 0 | −100,00 | 0 | |||||
2025-07-08 | 13F | Parallel Advisors, LLC | 195 | 14 | ||||||
2025-07-09 | 13F | Aurelius Family Office LLC | 16 669 | −3,56 | 1 234 | 7,69 | ||||
2025-08-12 | 13F | BlackRock, Inc. | 1 508 | 271,43 | 112 | 326,92 | ||||
2025-07-28 | 13F | Axxcess Wealth Management, Llc | 28 359 | 29,49 | 2 099 | 44,59 | ||||
2025-07-07 | 13F | Kings Path Partners LLC | 265 | −10,47 | 20 | 0,00 | ||||
2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 2 856 | 211 | ||||||
2025-07-31 | 13F | Wealthfront Advisers Llc | 15 521 | −6,89 | 1 149 | 3,99 | ||||
2025-08-07 | 13F | Tillman Hartley LLC | 11 320 | 0,00 | 838 | 11,60 | ||||
2025-08-13 | 13F | IAG Wealth Partners, LLC | 197 171 | −9,46 | 14 593 | 1,11 | ||||
2025-07-24 | 13F | WMG Financial Advisors, LLC | 222 370 | 2,23 | 16 458 | 14,17 | ||||
2025-07-21 | 13F | Triad Wealth Partners, LLC | 0 | −100,00 | 0 | |||||
2025-07-29 | 13F | Private Wealth Management Group, LLC | 25 732 | 9,00 | 1 904 | 21,74 | ||||
2025-08-08 | 13F | Crossmark Global Holdings, Inc. | 18 072 | −4,55 | 1 338 | 6,62 | ||||
2025-07-11 | 13F | Sprinkle Financial Consultants LLC | 4 944 | 1,71 | 366 | 13,35 | ||||
2025-07-17 | 13F | Kavar Capital Partners Group, Llc | 28 865 | 123,78 | 2 136 | 150,12 | ||||
2025-08-14 | 13F | Warren Averett Asset Management, LLC | 229 834 | 132,87 | 17 010 | 160,08 | ||||
2025-07-17 | 13F | Oceanside Advisors LLC | 4 660 | 0,39 | 345 | 12,05 | ||||
2025-07-24 | 13F | KFA Private Wealth Group, LLC | 5 812 | −9,43 | 430 | 1,18 | ||||
2025-08-05 | 13F | Magnolia Capital Advisors Llc | 74 830 | 1 213,04 | 5 538 | 1 368,97 | ||||
2025-07-09 | 13F | Krilogy Financial LLC | 314 294 | −0,31 | 23 261 | 11,33 | ||||
2025-08-06 | 13F | ORBA Wealth Advisors, L.L.C. | 32 640 | −53,83 | 2 416 | −48,44 | ||||
2025-08-04 | 13F | Capital Performance Advisors Llp | 19 613 | −1,97 | 1 452 | 9,51 | ||||
2025-08-08 | 13F | Tanglewood Legacy Advisors, LLC | 7 380 | 0,00 | 546 | 11,66 | ||||
2025-07-30 | 13F | Forum Financial Management, LP | 11 378 | −1,52 | 842 | 10,07 | ||||
2025-07-16 | 13F | Signature Resources Capital Management, LLC | 133 792 | 5,25 | 9 902 | 17,53 | ||||
2025-08-12 | 13F | American Century Companies Inc | 3 376 257 | 67,22 | 249 877 | 86,75 | ||||
2025-08-01 | 13F | Fort Vancouver Investment Management, LLC | 6 302 | 13,35 | 466 | 26,63 | ||||
2025-07-11 | 13F | Physician Wealth Solutions Inc. | 100 774 | 0,77 | 7 458 | 12,54 | ||||
2025-07-18 | 13F | PFG Investments, LLC | 5 133 | 1,18 | 380 | 12,80 | ||||
2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 14 985 | 1 109 | ||||||
2025-07-18 | 13F | Truist Financial Corp | 16 962 | 19,79 | 1 255 | 33,80 | ||||
2025-08-21 | 13F | Clarion Wealth Managment Partners, LLC | 12 562 | 930 | ||||||
2025-07-17 | 13F | SC&H Financial Advisors, Inc. | 358 129 | 6,46 | 26 505 | 18,90 | ||||
2025-07-22 | 13F | Keudell/Morrison Wealth Management | 3 470 | −10,68 | 257 | −0,39 | ||||
2025-07-14 | 13F | Parkshore Wealth Management, Inc. | 3 493 | −30,78 | 259 | −22,75 | ||||
2025-08-07 | 13F | Atala Financial Inc | 5 249 | 0,00 | 388 | 11,82 | ||||
2025-08-13 | 13F | B&D White Capital Company, LLC | 238 106 | −0,29 | 17 622 | 11,36 | ||||
2025-07-17 | 13F | Fifth Third Securities, Inc. | 15 131 | 1,90 | 1 120 | 13,72 | ||||
2025-08-07 | 13F | Alpha Financial Advisors, LLC | 5 724 | 0,00 | 424 | 11,61 | ||||
2025-07-15 | 13F | Highland Financial Advisors, LLC | 226 814 | −10,02 | 16 787 | 0,48 | ||||
2025-07-07 | 13F | Global Wealth Strategies & Associates | 525 | −20,33 | 39 | −11,63 | ||||
2025-07-09 | 13F | Sunpointe, LLC | 30 322 | 0,82 | 2 244 | 12,59 | ||||
2025-08-13 | 13F | Flow Traders U.s. Llc | 25 166 | 2 | ||||||
2025-07-29 | 13F | Wealthstream Advisors, Inc. | 24 334 | 9,31 | 1 801 | 22,03 | ||||
2025-07-28 | 13F | Morris Financial Concepts, Inc. | 20 893 | 0,11 | 1 546 | 11,79 | ||||
2025-08-14 | 13F | Vista Capital Partners, Inc. | 6 596 | −5,39 | 488 | 5,63 | ||||
2025-07-18 | 13F | BSW Wealth Partners | 621 784 | 4,22 | 46 018 | 16,39 | ||||
2025-08-06 | 13F | Valued Wealth Advisors LLC | 60 105 | 10,92 | 4 448 | 23,90 | ||||
2025-08-06 | 13F | Decker Retirement Planning Inc. | 8 964 | 0,55 | 663 | 12,37 | ||||
2025-08-14 | 13F | Wetherby Asset Management Inc | 21 850 | 0,00 | 1 617 | 20,67 | ||||
2025-07-30 | 13F/A | Divergent Planning, LLC | 86 825 | 6 420 | ||||||
2025-06-27 | NP | AAARX - Strategic Allocation: Aggressive Fund R Class This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 271 616 | −34,56 | 18 728 | −29,35 | ||||
2025-08-05 | 13F | Avant Financial Advisors LLC | 18 624 | 3,86 | 1 378 | 15,99 | ||||
2025-08-13 | 13F | Satovsky Asset Management Llc | 2 797 | 207 | ||||||
2025-08-14 | 13F | Fmr Llc | 6 776 | 153,21 | 502 | 183,05 | ||||
2025-07-31 | 13F | Aspen Capital Management, LLC | 41 633 | 337,37 | 3 081 | 389,05 | ||||
2025-07-11 | 13F | Ridgeline Wealth, LLC | 13 178 | 23,03 | 975 | 37,52 | ||||
2025-08-14 | 13F | Trace Wealth Advisors, LLC | 117 811 | −0,72 | 8 719 | 10,89 | ||||
2025-07-25 | 13F | Ruedi Wealth Management, Inc. | 5 065 | 4 865,69 | 375 | 6 133,33 | ||||
2025-08-12 | 13F | Pathstone Holdings, LLC | 75 458 | −18,19 | 5 585 | −8,64 | ||||
2025-08-14 | 13F | Boyer & Corporon Wealth Management, LLC | 252 592 | 4,72 | 18 694 | 16,95 | ||||
2025-05-15 | 13F | EP Wealth Advisors, Inc. | 0 | −100,00 | 0 | |||||
2025-07-22 | 13F | Yardley Wealth Management LLC | 335 387 | −2,42 | 25 | 9,09 | ||||
2025-08-07 | 13F | Prospect Financial Group LLC | 36 963 | −1,06 | 2 736 | 10,51 | ||||
2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 15 802 | 11,67 | 1 169 | 23,57 | ||||
2025-08-06 | 13F | Wedbush Securities Inc | 12 522 | 36,32 | 1 | |||||
2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 78 802 | 9,53 | 5 832 | 22,34 | ||||
2025-07-30 | 13F | Jackson Thornton Asset Management, Llc | 42 547 | −0,54 | 3 146 | 11,01 | ||||
2025-08-08 | 13F | Larson Financial Group LLC | 99 690 | −8,50 | 7 378 | 2,19 | ||||
2025-08-14 | 13F | Mariner, LLC | 57 382 | 14,85 | 4 247 | 28,28 | ||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 173 687 | 40,02 | 12 855 | 56,37 | ||||
2025-08-13 | 13F | Gateway Wealth Partners, LLC | 91 216 | 6,69 | 6 751 | 19,15 | ||||
2025-05-07 | 13F | Evermay Wealth Management Llc | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-06 | 13F | North Capital, Inc. | 1 400 | 0,00 | 104 | 11,96 | ||||
2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 648 | 340,82 | 48 | 422,22 | ||||
2025-08-04 | 13F | Waterfront Wealth Inc. | 51 847 | 1,98 | 3 837 | 13,89 | ||||
2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 61 632 | 12,65 | 4 561 | 25,82 | ||||
2025-07-29 | 13F | Harbor Asset Planning, Inc. | 3 559 | 263 | ||||||
2025-08-14 | 13F | KKM Financial LLC | 6 848 | −14,25 | 507 | −4,35 | ||||
2025-08-13 | 13F | Johnson Financial Group, Inc. | 150 | 11 | ||||||
2025-08-08 | 13F | Emerald Investment Partners, Llc | 1 700 | 0,00 | 126 | 11,61 | ||||
2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 2 862 | −6,71 | 212 | 3,94 | ||||
2025-08-05 | 13F | Strategic Financial Concepts, LLC | 129 024 | 6,42 | 9 549 | 18,86 | ||||
2025-07-17 | 13F | Sterneck Capital Management, LLC | 34 751 | 2,08 | 2 572 | 14,01 | ||||
2025-08-12 | 13F | BWM Planning, LLC | 262 780 | 58,73 | 19 448 | 77,27 | ||||
2025-07-15 | 13F | Evanson Asset Management, LLC | 22 463 | 1,16 | 1 663 | 12,98 | ||||
2025-07-30 | 13F | Brookstone Capital Management | 10 370 | −26,96 | 767 | −18,40 | ||||
2025-08-14 | 13F | Fwl Investment Management, Llc | 59 | 0,00 | 4 | 33,33 | ||||
2025-08-01 | 13F | Gwn Securities Inc. | 3 047 | 227 | ||||||
2025-07-14 | 13F | Financial Enhancement Group LLC | 31 929 | 78,13 | 2 362 | 96,10 | ||||
2025-07-31 | 13F | Curio Wealth, Llc | 176 636 | 52 785,03 | 13 073 | 15,43 | ||||
2025-08-06 | 13F | True Wealth Design, LLC | 66 905 | 4,10 | 4 952 | 16,25 | ||||
2025-07-10 | 13F | Waypoint Wealth Partners Inc. | 914 355 | −3,00 | 67 671 | 8,33 | ||||
2025-08-08 | 13F | Comprehensive Financial Planning, Inc./PA | 1 202 | 2,82 | 89 | 14,29 | ||||
2025-07-30 | 13F | Canvas Wealth Advisors, LLC | 134 178 | 7,28 | 9 979 | 18,73 | ||||
2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 91 265 | 0,00 | 6 755 | 11,67 | ||||
2025-07-31 | 13F | Intelligent Financial Strategies | 5 090 | 0,00 | 377 | 11,57 | ||||
2025-08-14 | 13F | Hilltop Holdings Inc. | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 281 590 | 304,71 | 20 863 | 346,27 | ||||
2025-08-05 | 13F | Allodium Investment Consultants, LLC | 11 173 | 0,00 | 827 | 11,62 | ||||
2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 3 843 | 284 | ||||||
2025-08-15 | 13F | Fft Wealth Management Llc | 3 653 | 276 | ||||||
2025-08-12 | 13F | Cornerstone Capital, Inc. | 6 146 | −47,56 | 455 | −41,49 | ||||
2025-07-16 | 13F | Leading Edge Financial Planning LLC | 14 601 | 15,44 | 1 081 | 28,88 | ||||
2025-07-31 | 13F | Mason & Associates Inc | 175 439 | 12 984 | ||||||
2025-08-12 | 13F | Park Square Financial Group, LLC | 8 252 | 406,26 | 611 | 464,81 | ||||
2025-07-10 | 13F | Pacific Asset Management, LLC | 21 175 | 4,92 | 1 567 | 17,20 | ||||
2025-08-12 | 13F | Tarbox Family Office, Inc. | 304 064 | −0,27 | 22 504 | 11,37 | ||||
2025-08-04 | 13F | Atria Investments Llc | 7 943 | 67,50 | 588 | 86,94 | ||||
2025-07-24 | 13F | Ronald Blue Trust, Inc. | 3 890 | −14,09 | 288 | −4,33 | ||||
2025-07-17 | 13F | Poinciana Advisors Group, Llc | 19 823 | −1,11 | 1 467 | 10,47 | ||||
2025-08-13 | 13F | Annandale Capital, LLC | 105 692 | 0,00 | 8 | 0,00 | ||||
2025-07-29 | 13F | Chicago Partners Investment Group LLC | 85 470 | 0,01 | 6 513 | 9,12 | ||||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 53 076 | 10,69 | 3 928 | 23,44 | ||||
2025-08-14 | 13F | Clarity Capital Advisors, LLC | 98 737 | 2,63 | 7 308 | 14,62 | ||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 4 728 205 | −0,07 | 350 880 | 11,90 | ||||
2025-08-07 | 13F | Nwam Llc | 25 916 | 2,28 | 1 915 | 14,00 | ||||
2025-08-14 | 13F | Colony Group, LLC | 1 355 747 | 664,59 | 100 339 | 753,94 | ||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 69 260 | 214,75 | 5 | 400,00 | ||||
2025-08-11 | 13F | Traub Capital Management LLC | 275 | 20 | ||||||
2025-07-08 | 13F | Zrc Wealth Management, Llc | 159 546 | 0,51 | 11 808 | 12,28 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 91 516 | 14,32 | 6 774 | 27,69 | ||||
2025-07-16 | 13F | Moisand Fitzgerald Tamayo, LLC | 56 304 | 0,30 | 4 167 | 12,05 | ||||
2025-07-30 | 13F | Paragon Advisors, LLC | 12 102 | −11,84 | 896 | −1,54 | ||||
2025-07-15 | 13F | Fifth Third Bancorp | 497 457 | 6,36 | 36 817 | 18,78 | ||||
2025-08-12 | 13F | SRS Capital Advisors, Inc. | 17 | 0,00 | 1 | 0,00 | ||||
2025-07-11 | 13F | Quantum Financial Advisors, LLC | 429 142 | −0,73 | 31 761 | 10,86 | ||||
2025-07-24 | 13F | Riverchase Wealth Management, Llc | 12 643 | 90,01 | 936 | 112,50 | ||||
2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 85 916 | −0,79 | 6 359 | 10,79 | ||||
2025-07-11 | 13F | Diversified Trust Co | 7 560 | 560 | ||||||
2025-08-07 | 13F | Tfo-tdc, Llc | 5 217 | 386 | ||||||
2025-08-14 | 13F | Ameriprise Financial Inc | 1 078 438 | 63,93 | 79 800 | 83,20 | ||||
2025-07-25 | 13F | Stephens Consulting, LLC | 191 995 | 11,60 | 14 210 | 24,63 | ||||
2025-08-14 | 13F | TCG Advisory Services, LLC | 606 796 | 78,69 | 44 909 | 99,56 | ||||
2025-08-07 | 13F | Parkside Financial Bank & Trust | 314 | −74,11 | 23 | −71,25 | ||||
2025-08-05 | 13F | Key FInancial Inc | 17 | 0,00 | 1 | 0,00 | ||||
2025-08-14 | 13F | Raymond James Financial Inc | 467 810 | 16,44 | 34 623 | 30,04 | ||||
2025-07-17 | 13F | Janney Montgomery Scott LLC | 3 986 | 0 | ||||||
2025-08-13 | 13F | Parkworth Wealth Management, Inc. | 96 556 | 3,43 | 7 146 | 15,52 | ||||
2025-07-29 | 13F | Ballast, Inc. | 8 211 | 608 | ||||||
2025-08-08 | 13F | Foundations Investment Advisors, LLC | 432 815 | 4,28 | 32 033 | 16,46 | ||||
2025-08-08 | 13F | Schwarz Dygos Wheeler Investment Advisors Llc | 37 357 | −6,51 | 2 765 | 4,38 | ||||
2025-07-14 | 13F | Seed Wealth Management, Inc. | 16 065 | −3,60 | 1 189 | 7,61 | ||||
2025-05-15 | 13F | Citadel Advisors Llc | Put | 0 | −100,00 | 0 | −100,00 | |||
2025-05-15 | 13F | Citadel Advisors Llc | Call | 0 | −100,00 | 0 | −100,00 | |||
2025-07-24 | 13F | Endeavor Private Wealth, Inc. | 45 372 | 4,27 | 3 358 | 16,44 | ||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 504 288 | 6,14 | 37 | 19,35 | ||||
2025-07-17 | 13F | Clear Point Advisors Inc. | 20 376 | 14,19 | 1 508 | 27,58 | ||||
2025-07-28 | 13F | Lunt Capital Management, Inc. | 3 910 | 0,00 | 289 | 11,58 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 55 949 | 4 141 | ||||||
2025-07-25 | 13F | Apollon Wealth Management, LLC | 19 936 | 5,92 | 1 475 | 18,28 | ||||
2025-07-08 | 13F | RMR Wealth Builders | 5 511 | 408 | ||||||
2025-08-08 | 13F | Creative Planning | 695 296 | −6,17 | 51 459 | 4,78 | ||||
2025-08-14 | 13F | Royal Bank Of Canada | 116 445 | 44,20 | 8 618 | 61,02 | ||||
2025-07-10 | 13F | Cypress Point Wealth Management, LLC | 48 885 | −0,88 | 3 618 | 10,68 | ||||
2025-08-14 | 13F | Ariadne Wealth Management, LP | 82 960 | −7,96 | 6 369 | 0,71 | ||||
2025-08-07 | 13F | Addison Advisors LLC | 10 | 0,00 | 1 | |||||
2025-07-25 | 13F | LRI Investments, LLC | 17 675 | −3,17 | 1 308 | 8,19 | ||||
2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 4 681 | 346 | ||||||
2025-08-04 | 13F | MeadowBrook Investment Advisors LLC | 0 | −100,00 | 0 | |||||
2025-05-13 | 13F | Northern Trust Corp | 0 | −100,00 | 0 | |||||
2025-08-06 | 13F | Golden State Wealth Management, LLC | 38 174 | 2,26 | 2 825 | 14,23 | ||||
2025-08-11 | 13F | Diversified Portfolios, Inc. | 810 311 | 9,71 | 59 971 | 22,52 | ||||
2025-08-14 | 13F | Quantinno Capital Management LP | 6 013 | 48,14 | 445 | 66,04 | ||||
2025-07-15 | 13F | Bfsg, Llc | 190 | 0,00 | 14 | 16,67 | ||||
2025-08-07 | 13F | Evoke Wealth, Llc | 13 432 | 0,31 | 994 | 12,06 | ||||
2025-08-12 | 13F | Financial Advocates Investment Management | 60 314 | 4 464 | ||||||
2025-07-28 | NP | SPGEX - Symmetry Panoramic Global Equity Fund Class I Shares | 36 074 | −14,26 | 2 629 | −4,78 | ||||
2025-07-14 | 13F | Proathlete Wealth Management Llc | 70 629 | 6,15 | 5 230 | 18,54 | ||||
2025-08-08 | 13F | Gts Securities Llc | 4 574 | 339 | ||||||
2025-07-23 | 13F | REAP Financial Group, LLC | 717 | 0,00 | 53 | 12,77 | ||||
2025-07-24 | 13F | Grand Wealth Management, Llc | 264 851 | −7,80 | 19 602 | 2,97 | ||||
2025-08-14 | 13F | Visionary Wealth Advisors | 98 836 | −0,78 | 7 315 | 10,80 |