Grunnleggende statistikk
Institusjonelle eiere | 399 total, 399 long only, 0 short only, 0 long/short - change of −1,72% MRQ |
Gjennomsnittlig porteføljeallokering | 2.0325 % - change of −1,25% MRQ |
Institusjonelle aksjer (Long) | 115 434 457 (ex 13D/G) - change of 5,46MM shares 4,96% MRQ |
Institusjonell verdi (Long) | $ 4 516 609 USD ($1000) |
Institusjonelt eierskap og aksjonærer
Dimensional ETF Trust - Dimensional Core Fixed Income ETF (US:DFCF) har 399 institusjonelle eiere og aksjonærer som har sendt inn 13D/G- eller 13F-skjemaer til Securities Exchange Commission (SEC). Disse institusjonene eier til sammen 115,434,457 aksjer. De største aksjonærene inkluderer Truepoint, Inc., Beaird Harris Wealth Management, LLC, Sequoia Financial Advisors, LLC, True Link Financial Advisors, LLC, Factory Mutual Insurance Co, Resources Investment Advisors, LLC., Great Waters Wealth Management, Hemington Wealth Management, Savant Capital, LLC, and DiNuzzo Private Wealth, Inc. .
Dimensional ETF Trust - Dimensional Core Fixed Income ETF (ARCA:DFCF) 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 42,91 / share. Previously, on September 10, 2024, the share price was 43,42 / share. This represents a decline of 1,17% 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 (%) | |
---|---|---|---|---|---|---|---|---|---|---|
2025-07-14 | 13F | Shearwater Capital LLC | 34 402 | 0,05 | 1 454 | 0,48 | ||||
2025-07-17 | 13F | Dopkins Wealth Management, Llc | 6 793 | 1,25 | 287 | 1,77 | ||||
2025-07-28 | 13F | RCS Financial Planning, LLC | 399 256 | −4,31 | 16 873 | −3,86 | ||||
2025-08-14 | 13F | Mml Investors Services, Llc | 0 | −100,00 | 0 | |||||
2025-08-15 | 13F | Binnacle Investments Inc | 405 103 | 5,16 | 17 120 | 5,66 | ||||
2025-07-09 | 13F | HFG Wealth Management, LLC | 113 392 | 1,89 | 4 769 | 3,85 | ||||
2025-08-14 | 13F | Essential Planning, LLC. | 227 808 | 4,43 | 9 627 | 4,93 | ||||
2025-07-29 | 13F | Fundamentun, Llc | 1 474 842 | 9,56 | 62 327 | 10,09 | ||||
2025-07-14 | 13F | Acropolis Investment Management, LLC | 198 224 | 1,50 | 8 377 | 1,97 | ||||
2025-08-21 | 13F | Aveo Capital Partners, LLC | 0 | −100,00 | 0 | |||||
2025-07-25 | 13F | Investment Advisory Group, LLC | 22 303 | 0,85 | 943 | 1,29 | ||||
2025-08-04 | 13F | Arkadios Wealth Advisors | 60 561 | −8,59 | 2 559 | −8,15 | ||||
2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 1 070 | 59,70 | 45 | 60,71 | ||||
2025-07-29 | 13F | AssuredPartners Investment Advisors, LLC | 151 753 | 0,89 | 6 413 | 1,38 | ||||
2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 76 809 | −21,80 | 3 246 | −21,42 | ||||
2025-08-04 | 13F | HBK Sorce Advisory LLC | 1 068 573 | −3,49 | 45 158 | −3,03 | ||||
2025-08-06 | 13F | Hoxton Planning & Management, LLC | 36 178 | −8,36 | 1 529 | −7,95 | ||||
2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 20 080 | 269,59 | 849 | 271,93 | ||||
2025-07-15 | 13F | Bannerman Wealth Management Group, Llc | 349 925 | −14,37 | 14 788 | −13,96 | ||||
2025-07-31 | 13F | Washington Trust Advisors, Inc. | 17 019 | 4,03 | 719 | 4,51 | ||||
2025-08-06 | 13F | Ethos Financial Group, LLC | 0 | −100,00 | 0 | |||||
2025-07-22 | 13F | Awm Capital, Llc | 19 927 | 0,54 | 842 | 1,08 | ||||
2025-07-11 | 13F | Wolfstich Capital, LLC | 178 694 | 683,23 | 7 552 | 687,38 | ||||
2025-08-13 | 13F | GeoWealth Management, LLC | 1 064 837 | −12,38 | 45 000 | −11,96 | ||||
2025-08-01 | 13F | Heritage Wealth Management, Inc./Texas | 266 366 | −1,83 | 11 273 | −1,21 | ||||
2025-07-09 | 13F | Market Street Wealth Management Advisors Llc | 1 361 482 | 2,11 | 57 536 | 2,60 | ||||
2025-08-06 | 13F | Modera Wealth Management, LLC | 236 694 | −0,21 | 10 003 | 0,26 | ||||
2025-07-17 | 13F | Porter White Investment Advisors, Inc. | 107 088 | 7,95 | 4 526 | 8,46 | ||||
2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 2 878 822 | 36,20 | 121 659 | 36,85 | ||||
2025-07-08 | 13F | Rise Advisors, LLC | 640 180 | 3,40 | 27 054 | 3,89 | ||||
2025-07-15 | 13F | Great Oak Capital Partners, Llc | 671 886 | 8,53 | 28 192 | 11,64 | ||||
2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 67 800 | 6,85 | 2 865 | 7,38 | ||||
2025-04-23 | 13F | Foundation Wealth Management, LLC\PA | 0 | −100,00 | 0 | |||||
2025-08-11 | 13F | Citigroup Inc | 31 175 | 271,97 | 1 317 | 274,15 | ||||
2025-08-14 | 13F | Navigoe, LLC | 93 842 | −2,23 | 4 | −25,00 | ||||
2025-07-09 | 13F | Hiley Hunt Wealth Management | 580 061 | 0,70 | 24 368 | 0,32 | ||||
2025-08-14 | 13F | Hamilton Capital, LLC | 0 | −100,00 | 0 | |||||
2025-07-22 | 13F | Team Financial Group, LLC | 0 | −100,00 | 0 | |||||
2025-07-29 | 13F | Chicago Partners Investment Group LLC | 377 883 | 5,31 | 15 848 | 5,63 | ||||
2025-07-23 | 13F | Canopy Partners, LLC | 67 986 | −10,28 | 2 873 | −9,85 | ||||
2025-08-14 | 13F | Jane Street Group, Llc | 218 655 | −60,07 | 9 240 | −59,88 | ||||
2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 34 041 | −10,91 | 1 439 | −10,52 | ||||
2025-08-11 | 13F | HighTower Advisors, LLC | 1 440 685 | −3,33 | 60 883 | −2,87 | ||||
2025-08-14 | 13F | Clg Llc | 107 818 | 4,89 | 4 556 | 5,39 | ||||
2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 0 | −100,00 | 0 | |||||
2025-07-16 | 13F | Builder Investment Group Inc /adv | 21 837 | 0,63 | 923 | 1,10 | ||||
2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 107 930 | 8,13 | 4 561 | 8,65 | ||||
2025-08-05 | 13F | Continuum Wealth Advisors, Llc | 359 403 | 4,41 | 15 188 | 4,90 | ||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 74 184 | 11,44 | 3 135 | 12,00 | ||||
2025-08-19 | 13F | Cape Investment Advisory, Inc. | 100 | 0,00 | 4 | 0,00 | ||||
2025-08-12 | 13F | Rather & Kittrell, Inc. | 1 162 317 | 7,99 | 49 120 | 8,50 | ||||
2025-07-23 | 13F | Asset Planning Corporation | 647 115 | 14,89 | 27 347 | 15,44 | ||||
2025-08-08 | 13F | Beacon Harbor Wealth Advisors, Inc. | 171 775 | 7 259 | ||||||
2025-07-03 | 13F | Lam Group, Inc. | 7 485 | −10,89 | 316 | −10,48 | ||||
2025-07-30 | 13F | Drive Wealth Management, Llc | 6 387 | −24,70 | 270 | −24,44 | ||||
2025-07-31 | 13F | Core Wealth Management, Inc. | 1 516 839 | 6,70 | 64 102 | 7,21 | ||||
2025-08-13 | 13F | Colonial Trust Co / SC | 474 | −17,57 | 20 | −16,67 | ||||
2025-08-14 | 13F | Bank Of America Corp /de/ | 183 002 | −2,56 | 7 734 | −2,10 | ||||
2025-08-01 | 13F | Red Lighthouse Investment Management, Llc | 55 000 | 96,43 | 2 324 | 97,96 | ||||
2025-07-18 | 13F | Pure Financial Advisors, Inc. | 916 731 | 0,38 | 38 741 | 0,86 | ||||
2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 21 790 | 19,93 | 921 | 20,42 | ||||
2025-07-21 | 13F | Onyx Financial Advisors, LLC | 33 799 | −6,13 | 1 428 | −5,68 | ||||
2025-08-14 | 13F | Qube Research & Technologies Ltd | 0 | −100,00 | 0 | |||||
2025-07-08 | 13F | Apella Capital, LLC | 2 148 340 | 5,28 | 90 252 | 6,22 | ||||
2025-08-06 | 13F | Golden State Wealth Management, LLC | 785 | −13,26 | 33 | −13,16 | ||||
2025-07-25 | 13F | Hemington Wealth Management | 2 451 980 | 3,35 | 104 | 4,04 | ||||
2025-07-15 | 13F | Mather Group, Llc. | 99 549 | 4 207 | ||||||
2025-04-15 | 13F | Wealthcare Capital Management Llc | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Raymond James Financial Inc | 203 973 | 3,00 | 8 620 | 3,48 | ||||
2025-07-16 | 13F | Strategic Investment Solutions, Inc. /IL | 142 056 | −31,67 | 6 002 | −31,36 | ||||
2025-07-18 | 13F | Truist Financial Corp | 286 228 | 5,22 | 12 096 | 5,72 | ||||
2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 22 676 | 1,44 | 958 | 1,91 | ||||
2025-04-23 | 13F | Keystone Financial Services | 0 | −100,00 | 0 | |||||
2025-07-21 | 13F | Creative Capital Management Investments LLC | 1 006 961 | 2,91 | 42 554 | 3,40 | ||||
2025-07-14 | 13F | UMA Financial Services, Inc. | 3 608 | 0,00 | 152 | 0,66 | ||||
2025-07-03 | 13F | Collective Family Office Llc | 226 502 | −7,31 | 9 572 | −6,88 | ||||
2025-07-24 | 13F | MSH Capital Advisors LLC | 18 442 | −4,76 | 779 | −4,30 | ||||
2025-07-23 | 13F | Matisse Capital | 7 200 | 0,00 | 304 | 0,66 | ||||
2025-08-13 | 13F | Cary Street Partners Financial Llc | 9 248 | 13,85 | 391 | 14,37 | ||||
2025-08-13 | 13F | United Wealth Management, LLC | 209 884 | −1,81 | 8 870 | −1,35 | ||||
2025-08-14 | 13F | C M Bidwell & Associates Ltd | 5 962 | 0,00 | 252 | 0,40 | ||||
2025-08-14 | 13F | Comerica Bank | 4 713 | 17,82 | 199 | 18,45 | ||||
2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 20 573 | 0,09 | 869 | 0,58 | ||||
2025-07-18 | 13F | Forza Wealth Management, LLC | 0 | −100,00 | 0 | |||||
2025-08-05 | 13F | Dravo Bay Llc | 255 982 | 0,84 | 11 001 | 3,03 | ||||
2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 14 890 | 0,47 | 629 | 0,96 | ||||
2025-08-06 | 13F | Csenge Advisory Group | 22 782 | 3,72 | 950 | 3,94 | ||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 418 364 | −3,76 | 17 680 | −3,30 | ||||
2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 5 022 | −77,51 | 212 | −77,42 | ||||
2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 127 848 | 56,25 | 5 403 | 56,99 | ||||
2025-08-04 | 13F | Arcadia Wealth Management, Inc. | 92 253 | 5,45 | 3 899 | 5,95 | ||||
2025-07-29 | 13F | Werba Rubin Papier Wealth Management | 14 884 | 100,51 | 629 | 101,28 | ||||
2025-08-14 | 13F | Diversify Wealth Management, Llc | 348 620 | 11,39 | 14 775 | 12,39 | ||||
2025-08-12 | 13F | Nemes Rush Group LLC | 2 338 | 32,77 | 99 | 32,43 | ||||
2025-07-22 | 13F | Berger Financial Group, Inc | 138 221 | 35,45 | 5 841 | 36,09 | ||||
2025-07-11 | 13F | First PREMIER Bank | 56 | 0 | ||||||
2025-08-12 | 13F | Forum Private Client Group LLC | 11 272 | 15,92 | 476 | 16,38 | ||||
2025-07-22 | 13F | DAVENPORT & Co LLC | 345 571 | −16,11 | 14 604 | −15,71 | ||||
2025-08-12 | 13F | Pathstone Holdings, LLC | 1 380 163 | −6,82 | 58 326 | −6,38 | ||||
2025-05-07 | 13F | WMS Partners, LLC | 0 | −100,00 | 0 | |||||
2025-05-06 | 13F | Journey Strategic Wealth Llc | 0 | −100,00 | 0 | |||||
2025-07-02 | 13F | Helen Stephens Group, LLC | 6 717 | −22,08 | 284 | −21,82 | ||||
2025-08-14 | 13F | EP Wealth Advisors, Inc. | 3 373 | −6,20 | 143 | −5,96 | ||||
2025-07-14 | 13F | Park Avenue Securities Llc | 212 063 | 1,08 | 9 | 0,00 | ||||
2025-07-30 | 13F | Clune & Associates, Ltd. | 66 625 | 23,22 | 2 816 | 23,79 | ||||
2025-08-13 | 13F | Northern Trust Corp | 64 124 | 2 710 | ||||||
2025-07-18 | 13F | GEN Financial Management, INC. | 24 706 | 0,00 | 1 044 | 0,48 | ||||
2025-08-06 | 13F | Entrewealth, Llc | 75 880 | 59,28 | 3 207 | 60,06 | ||||
2025-08-12 | 13F | Burk Holdings LLC | 146 816 | 68,87 | 6 204 | 69,69 | ||||
2025-08-15 | 13F | Morgan Stanley | 1 280 | 119,18 | 54 | 125,00 | ||||
2025-07-07 | 13F | Schulz Wealth, LTD. | 38 519 | 131,40 | 1 628 | 132,43 | ||||
2025-08-01 | 13F | SwitchPoint Financial Planning, LLC | 39 870 | 3,90 | 1 685 | 4,40 | ||||
2025-08-08 | 13F | Pinney & Scofield, Inc. | 21 411 | 4,70 | 905 | 5,12 | ||||
2025-08-11 | 13F | Aptus Capital Advisors, LLC | 79 392 | 5,94 | 3 355 | 6,47 | ||||
2025-07-18 | 13F | Client 1st Advisory Group, Llc | 339 422 | −0,65 | 14 344 | −0,17 | ||||
2025-07-10 | 13F | Exchange Traded Concepts, Llc | 2 794 | 118 | ||||||
2025-07-17 | 13F | Sterling Wealth Advisors Inc | 127 971 | 0,69 | 5 370 | 0,45 | ||||
2025-07-18 | 13F | PBMares Wealth Management LLC | 912 879 | 5,10 | 38 578 | 5,60 | ||||
2025-08-12 | 13F | TCP Asset Management, LLC | 66 149 | 10,33 | 2 795 | 10,87 | ||||
2025-07-28 | 13F | Wealthspan Partners, Llc | 161 396 | 0,07 | 6 821 | 0,55 | ||||
2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 477 748 | 106,72 | 20 190 | 107,71 | ||||
2025-07-23 | 13F | First Financial Group Corp | 93 363 | 24,90 | 3 946 | 25,92 | ||||
2025-08-11 | 13F | Babb Wealth Advisors LLC | 329 237 | 6,44 | 13 914 | 6,94 | ||||
2025-08-13 | 13F | Van Hulzen Asset Management, LLC | 26 872 | 3,52 | 1 136 | 4,03 | ||||
2025-07-08 | 13F/A | Salem Investment Counselors Inc | 72 | 3 | ||||||
2025-07-18 | 13F | BCO Wealth Management LLC | 455 667 | 5,63 | 19 256 | 6,13 | ||||
2025-08-11 | 13F | WPWealth LLP | 1 887 341 | −33,11 | 79 759 | −32,79 | ||||
2025-07-22 | 13F/A | Elser Financial Planning, Inc | 30 469 | 0,00 | 1 288 | 0,47 | ||||
2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 5 559 | 235 | ||||||
2025-08-06 | 13F | SNS Financial Group, LLC | 406 889 | 61,37 | 17 195 | 62,14 | ||||
2025-08-14 | 13F | Safeguard Investment Advisory Group, LLC | 117 765 | −0,16 | 4 977 | 0,30 | ||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 282 024 | 5,63 | 11 887 | 5,86 | ||||
2025-07-15 | 13F | Garrett Investment Advisors LLC | 153 881 | −1,86 | 6 503 | −1,40 | ||||
2025-08-19 | 13F | Wealth Group, Ltd. | 0 | −100,00 | 0 | |||||
2025-07-09 | 13F | GEM Asset Management, LLC | 13 897 | 1,12 | 584 | 0,69 | ||||
2025-07-16 | 13F | Blue Oak Capital, LLC | 29 015 | −0,63 | 1 226 | −0,16 | ||||
2025-08-06 | 13F | Savant Capital, LLC | 2 374 378 | 23,72 | 100 341 | 24,31 | ||||
2025-07-17 | 13F | ERn Financial, LLC | 199 292 | −15,46 | 8 422 | −15,05 | ||||
2025-07-24 | 13F | Financial Connections Group, Inc. | 0 | −100,00 | 0 | |||||
2025-08-11 | 13F | von Borstel & Associates, Inc. | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 17 859 | 755 | ||||||
2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 3 037 152 | 1,24 | 128 350 | 1,72 | ||||
2025-08-12 | 13F | Archvest Wealth Advisors, Inc. | 13 554 | 6,35 | 573 | 6,72 | ||||
2025-08-14 | 13F | Royal Bank Of Canada | 731 207 | 1,39 | 30 901 | 1,87 | ||||
2025-07-15 | 13F | Hartmann Taylor Wealth Management, LLC | 33 395 | −4,30 | 1 411 | −3,82 | ||||
2025-07-09 | 13F | Graves-Light Private Wealth Management, Inc. | 682 530 | 4,71 | 28 844 | 5,21 | ||||
2025-07-16 | 13F | Vestia Personal Wealth Advisors | 53 493 | 1,68 | 2 260 | 2,12 | ||||
2025-07-15 | 13F | SJS Investment Consulting Inc. | 193 322 | −1,84 | 8 170 | −1,38 | ||||
2025-07-23 | 13F | Tcfg Wealth Management, Llc | 6 060 | 0,00 | 256 | 0,79 | ||||
2025-08-01 | 13F | Brookwood Investment Group LLC | 7 250 | 10,69 | 306 | 11,27 | ||||
2025-07-29 | 13F | Grunden Financial Advisory, Inc. | 786 000 | 0,70 | 33 216 | 1,18 | ||||
2025-07-25 | 13F | Acorn Creek Capital Llc | 5 347 | −15,64 | 226 | −15,41 | ||||
2025-07-28 | 13F | RFG Advisory, LLC | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Parkworth Wealth Management, Inc. | 171 578 | 2,52 | 7 251 | 3,00 | ||||
2025-08-12 | 13F | Global Retirement Partners, LLC | 2 054 | −7,27 | 87 | −5,49 | ||||
2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 434 | 18 | ||||||
2025-08-14 | 13F | Old Mission Capital Llc | 11 865 | −57,76 | 501 | −57,58 | ||||
2025-08-12 | 13F | SRS Capital Advisors, Inc. | 108 604 | −0,67 | 4 590 | −0,20 | ||||
2025-05-15 | 13F | MAI Capital Management | 0 | −100,00 | 0 | |||||
2025-07-30 | 13F | Phillips Financial Management, Llc | 2 037 414 | 6,48 | 86 101 | 6,99 | ||||
2025-07-22 | 13F | Bay Harbor Wealth Management, LLC | 138 994 | 4,53 | 5 874 | 5,03 | ||||
2025-07-22 | 13F | HFM Investment Advisors, LLC | 619 646 | −11,46 | 26 186 | −11,03 | ||||
2025-08-01 | 13F | Redwood Park Advisors LLC | 0 | −100,00 | 0 | |||||
2025-08-15 | 13F | Equitable Holdings, Inc. | 52 625 | 16,46 | 2 224 | 17,00 | ||||
2025-07-30 | 13F | Eqis Capital Management, Inc. | 8 035 | 0,11 | 340 | 0,59 | ||||
2025-07-18 | 13F | TruNorth Capital Management, LLC | 506 461 | 7,47 | 21 403 | 7,99 | ||||
2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 5 336 | 1,85 | 225 | 2,27 | ||||
2025-08-14 | 13F | Destination Wealth Management | 7 189 | 304 | ||||||
2025-08-13 | 13F | Plan Group Financial, LLC | 97 357 | −28,14 | 4 114 | −27,80 | ||||
2025-07-22 | 13F | USAdvisors Wealth Management, LLC | 33 562 | 8,44 | 1 | 0,00 | ||||
2025-08-14 | 13F | Betterment LLC | 1 031 555 | 12,28 | 44 | 13,16 | ||||
2025-08-08 | 13F | Austin Wealth Management, LLC | 273 132 | 0,61 | 11 491 | 1,67 | ||||
2025-07-15 | 13F | Fifth Third Bancorp | 2 027 | 0,00 | 86 | 0,00 | ||||
2025-08-11 | 13F | Heritage Wealth Advisors | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Kilter Group LLC | 88 | 4 | ||||||
2025-07-17 | 13F | HB Wealth Management, LLC | 216 509 | 1,91 | 9 150 | 2,40 | ||||
2025-08-06 | 13F | Tradewinds, LLC. | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Vermillion & White Wealth Management Group, LLC | 356 717 | 18,12 | 15 075 | 18,68 | ||||
2025-08-12 | 13F | Coston, McIsaac & Partners | 81 408 | 19,27 | 3 | 50,00 | ||||
2025-07-17 | 13F | Symmetry Partners, LLC | 0 | −100,00 | 0 | |||||
2025-07-16 | 13F | Meredith Wealth Planning | 266 053 | 10,70 | 11 243 | 11,23 | ||||
2025-07-24 | 13F | FinDec Wealth Services, Inc. | 119 413 | 6,83 | 5 046 | 7,34 | ||||
2025-07-18 | 13F | Fmb Wealth Management | 0 | −100,00 | 0 | |||||
2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 1 878 | 0,00 | 79 | 1,28 | ||||
2025-08-11 | 13F | TAGStone Capital, Inc. | 18 302 | 0,82 | 775 | |||||
2025-07-17 | 13F | DiNuzzo Private Wealth, Inc. | 2 163 709 | −1,46 | 91 438 | −0,99 | ||||
2025-07-10 | 13F | Moller Financial Services | 413 606 | 9,97 | 17 479 | 10,49 | ||||
2025-07-16 | 13F | Crown Wealth Group, LLC | 7 983 | 26,84 | 337 | 27,65 | ||||
2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 45 187 | 13,77 | 1 910 | 16,47 | ||||
2025-07-16 | 13F | Plancorp, LLC | 11 932 | 1,20 | 504 | 1,82 | ||||
2025-07-21 | 13F | Keb Asset Management, Llc | 10 764 | 455 | ||||||
2025-07-23 | 13F | SpringVest Wealth Management LLC | 105 686 | 2,41 | 4 466 | 2,90 | ||||
2025-07-31 | 13F | DDD Partners, LLC | 10 480 | 443 | ||||||
2025-07-17 | 13F | LexAurum Advisors, LLC | 36 997 | 1,72 | 1 563 | 2,22 | ||||
2025-07-24 | 13F | IFP Advisors, Inc | 35 726 | 50,62 | 1 510 | 51,35 | ||||
2025-08-14 | 13F | Note Advisors, LLC | 274 299 | 44,43 | 11 592 | 45,12 | ||||
2025-08-06 | 13F | Cloud Capital Management, LLC | 19 466 | 10,41 | 1 | |||||
2025-07-21 | 13F | Verus Financial Partners, Inc. | 43 109 | 0,56 | 1 816 | 2,02 | ||||
2025-07-31 | 13F | CVA Family Office, LLC | 5 899 | 0,87 | 249 | 1,63 | ||||
2025-07-11 | 13F | Compass Ion Advisors, LLC | 6 544 | 1,19 | 277 | 1,85 | ||||
2025-08-07 | 13F | Timonier Family Office, LTD. | 8 825 | −5,81 | 373 | −5,58 | ||||
2025-07-24 | 13F | rebel Financial LLC | 60 222 | 2 545 | ||||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-14 | 13F | Main Street Financial Solutions, LLC | 25 763 | 3,06 | 1 089 | 3,52 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 362 468 | −12,37 | 15 318 | −11,95 | ||||
2025-07-30 | 13F | Paul Damon & Associates, Inc. | 38 559 | 8,28 | 1 630 | 8,82 | ||||
2025-07-17 | 13F | Global Trust Asset Management, LLC | 671 | −6,93 | 28 | −6,67 | ||||
2025-08-12 | 13F | Wealth Dimensions Group, Ltd. | 188 921 | 0,82 | 7 984 | 1,29 | ||||
2025-08-12 | 13F | Hill Investment Group Partners, LLC | 93 951 | −3,05 | 3 970 | −2,58 | ||||
2025-08-05 | 13F | Hutchens & Kramer Investment Management Group, LLC | 99 795 | −22,11 | 4 217 | −21,75 | ||||
2025-07-10 | 13F | Stewardship Advisors, LLC | 52 547 | 0,67 | 2 221 | 1,14 | ||||
2025-08-14 | 13F | Eaton-Cambridge Inc. | 6 414 | −5,69 | 271 | −5,24 | ||||
2025-07-11 | 13F | Pioneer Wealth Management Group | 178 256 | −9,37 | 7 533 | −8,93 | ||||
2025-05-15 | 13F | Concorde Asset Management, LLC | 6 490 | 2,20 | 270 | 3,05 | ||||
2025-07-09 | 13F | StrongBox Wealth, LLC | 14 108 | 7,51 | 596 | 8,17 | ||||
2025-08-13 | 13F | RW Investment Management LLC | 1 075 353 | −0,38 | 45 444 | 0,10 | ||||
2025-07-31 | 13F | Planning Center, Inc. | 5 854 | 0,00 | 247 | 0,41 | ||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 194 590 | −0,27 | 8 | 0,00 | ||||
2025-07-18 | 13F | Ledgewood Wealth Advisors, LLC | 262 633 | −5,27 | 11 099 | −4,82 | ||||
2025-08-11 | 13F | Wealthspire Advisors, LLC | 64 938 | 80,28 | 2 744 | 81,12 | ||||
2025-07-25 | 13F | BCR Wealth Strategies, LLC | 608 210 | 5,39 | 26 | 4,17 | ||||
2025-07-29 | 13F | Schubert & Co | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | Calton & Associates, Inc. | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 56 217 | −13,43 | 2 376 | −13,04 | ||||
2025-08-05 | 13F | Sigma Planning Corp | 13 222 | 0,46 | 559 | 0,90 | ||||
2025-07-14 | 13F | Sowell Financial Services LLC | 124 869 | 1,85 | 5 277 | 2,33 | ||||
2025-07-24 | 13F | True Link Financial Advisors, LLC | 2 823 753 | 119 332 | ||||||
2025-07-29 | 13F | Financial Symmetry Inc | 217 370 | 4,02 | 9 186 | 4,52 | ||||
2025-08-13 | 13F | SageView Advisory Group, LLC | 176 554 | −0,12 | 7 405 | −0,40 | ||||
2025-07-23 | 13F | Elevate Wealth Advisory, Inc | 11 265 | −19,61 | 476 | −19,19 | ||||
2025-07-25 | 13F | Apollon Wealth Management, LLC | 14 430 | 41,87 | 610 | 42,62 | ||||
2025-05-12 | 13F | Fmr Llc | 0 | −100,00 | 0 | |||||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 229 732 | −21,30 | 9 708 | −21,13 | ||||
2025-07-18 | 13F | BCU Wealth Advisors, LLC | 218 813 | 14,14 | 9 247 | 14,68 | ||||
2025-07-17 | 13F | Northwest Wealth Management, Llc | 96 458 | −0,63 | 4 076 | −0,15 | ||||
2025-08-18 | 13F | Geneos Wealth Management Inc. | 28 131 | 1,16 | 1 189 | 1,63 | ||||
2025-07-22 | 13F | Firethorn Wealth Partners, Llc | 27 343 | 2,10 | 1 156 | 2,58 | ||||
2025-07-10 | 13F | Strathmore Capital Advisors, Inc. | 638 947 | 26,38 | 26 919 | 29,01 | ||||
2025-08-05 | 13F | Bank Of Montreal /can/ | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | Jacobi Capital Management LLC | 5 758 | 243 | ||||||
2025-07-29 | 13F | Two West Capital Advisors LLC | 14 512 | −10,86 | 609 | −8,97 | ||||
2025-08-14 | 13F | 10Elms LLP | 0 | −100,00 | 0 | |||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 559 361 | −2,42 | 23 639 | −1,96 | ||||
2025-07-11 | 13F | Andrews, Lucia Wealth Management Llc | 18 428 | 18,55 | 779 | 21,37 | ||||
2025-07-17 | 13F | Applied Capital LLC | 100 717 | −7,25 | 4 256 | −6,81 | ||||
2025-08-08 | 13F | Truepoint, Inc. | 11 512 852 | 1,85 | 486 533 | 2,34 | ||||
2025-07-22 | 13F | Gemmer Asset Management LLC | 7 968 | 60,35 | 337 | 61,54 | ||||
2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Colony Group, LLC | 103 517 | −4,99 | 4 375 | −4,54 | ||||
2025-07-14 | 13F | AdvisorNet Financial, Inc | 106 571 | 8,39 | 4 504 | 8,90 | ||||
2025-08-08 | 13F | Avantax Advisory Services, Inc. | 7 563 | 17,64 | 320 | 18,15 | ||||
2025-07-30 | 13F | D.a. Davidson & Co. | 12 224 | −24,49 | 517 | −24,12 | ||||
2025-04-23 | 13F | Saxony Capital Management, LLC | 0 | −100,00 | 0 | |||||
2025-07-24 | 13F | Us Bancorp \de\ | 2 889 | 0,00 | 122 | 0,83 | ||||
2025-08-04 | 13F | Assetmark, Inc | 591 072 | −7,70 | 24 979 | −7,27 | ||||
2025-06-03 | 13F | Invst, LLC | 24 584 | 47,59 | 1 034 | 50,51 | ||||
2025-08-04 | 13F | ArborFi Advisors, LLC | 211 616 | 3,78 | 8 943 | 4,27 | ||||
2025-07-15 | 13F | Bay Capital Advisors, LLC | 6 654 | 2,83 | 281 | 3,31 | ||||
2025-07-21 | 13F | Capital Planning LLC | 0 | −100,00 | 0 | |||||
2025-05-13 | 13F | Hartland & Co., LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Herold Advisors, Inc. | 129 089 | −14,35 | 5 455 | −13,95 | ||||
2025-07-18 | 13F | Arcadia Wealth Management, LLC | 54 984 | 6,08 | 2 324 | 6,56 | ||||
2025-07-17 | 13F | XY Planning Network, Inc. | 227 250 | 7,84 | 9 604 | 8,35 | ||||
2025-07-15 | 13F | LVZ Advisors, Inc. | 106 481 | 2,23 | 4 500 | 2,72 | ||||
2025-07-18 | 13F | B.O.S.S. Retirement Advisors, LLC | 17 220 | −2,24 | 728 | −1,76 | ||||
2025-08-12 | 13F | LPL Financial LLC | 1 094 129 | 0,34 | 46 238 | 0,81 | ||||
2025-07-28 | 13F | Harbour Investments, Inc. | 219 | 0,00 | 9 | 0,00 | ||||
2025-07-31 | 13F | Orion Capital Management LLC | 253 | −24,48 | 11 | −28,57 | ||||
2025-07-31 | 13F | City State Bank | 276 525 | 2,99 | 11 686 | 3,48 | ||||
2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 15 109 | 2,16 | 639 | 2,57 | ||||
2025-08-08 | 13F | SageOak Financial, LLC | 250 840 | 0,58 | 10 600 | 1,06 | ||||
2025-08-04 | 13F | Creative Financial Designs Inc /adv | 150 | 0,00 | 6 | 0,00 | ||||
2025-08-07 | 13F | Samalin Investment Counsel, LLC | 29 055 | −16,99 | 1 228 | −16,64 | ||||
2025-07-31 | 13F | Rational Advisors Llc | 395 903 | −3,69 | 16 731 | −3,23 | ||||
2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 146 019 | −5,94 | 6 171 | −5,50 | ||||
2025-07-16 | 13F | Midwest Heritage Bank, FSB | 14 417 | −31,31 | 609 | −30,95 | ||||
2025-07-29 | 13F | Riverbend Wealth Management, LLC | 13 964 | 45,93 | 590 | 46,77 | ||||
2025-07-29 | 13F | Financial Synergies Wealth Advisors, Inc. | 10 401 | −3,47 | 440 | −3,09 | ||||
2025-07-16 | 13F | Tassel Capital Management, Inc. | 265 175 | −1,38 | 11 206 | −0,91 | ||||
2025-08-07 | 13F | Aegis Wealth Management LLC | 60 498 | 0,00 | 2 545 | 0,00 | ||||
2025-07-18 | 13F | Citrine Capital LLC | 139 767 | 4,16 | 5 907 | 4,64 | ||||
2025-07-15 | 13F | Axis Wealth Partners, LLC | 23 034 | 232,24 | 973 | 234,36 | ||||
2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 16 968 | −15,22 | 717 | −14,74 | ||||
2025-08-14 | 13F | Smartleaf Asset Management LLC | 28 546 | −1,75 | 1 202 | −1,48 | ||||
2025-08-01 | 13F | Rossby Financial, LCC | 1 047 | 0,00 | 44 | 2,33 | ||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 7 568 | 213,25 | 320 | 215,84 | ||||
2025-07-21 | 13F | 25 Llc | 12 820 | 3,80 | 542 | 4,24 | ||||
2025-07-07 | 13F | Nova Wealth Management, Inc. | 28 | 0,00 | 1 | 0,00 | ||||
2025-07-29 | 13F | Graver Capital Management, LLC | 237 617 | 9,96 | 10 042 | 10,47 | ||||
2025-08-11 | 13F | Root Financial Partners, LLC | 1 352 097 | 9,64 | 57 140 | 10,17 | ||||
2025-08-07 | 13F | Summit X, LLC | 246 761 | −0,96 | 10 428 | −0,49 | ||||
2025-07-23 | 13F | Next Level Wealth Planning, LLC | 13 445 | 68,38 | 568 | 69,55 | ||||
2025-08-08 | 13F | Sittner & Nelson, Llc | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 609 627 | 0,14 | 25 763 | 0,61 | ||||
2025-07-30 | 13F | Blume Capital Management, Inc. | 429 738 | −0,81 | 18 161 | −0,34 | ||||
2025-08-13 | 13F | Summit Wealth Group Llc / Co | 127 857 | 5 403 | ||||||
2025-07-22 | 13F | Merit Financial Group, LLC | 5 155 | 4,65 | 218 | 4,83 | ||||
2025-08-07 | 13F | Resources Investment Advisors, LLC. | 2 712 518 | 0,96 | 114 631 | 1,44 | ||||
2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 118 775 | 179,00 | 5 019 | 180,39 | ||||
2025-08-13 | 13F | Integrity Investment Advisors, LLC | 145 022 | 2,60 | 6 129 | 3,08 | ||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 1 312 044 | −9,78 | 55 | −9,84 | ||||
2025-07-25 | 13F | Concord Wealth Partners | 182 459 | 4,33 | 7 711 | 4,83 | ||||
2025-07-28 | 13F | Mitchell Mcleod Pugh & Williams Inc | 70 148 | 89,53 | 2 964 | 90,49 | ||||
2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 160 995 | 9,23 | 6 804 | 9,74 | ||||
2025-08-13 | 13F | Transce3nd, LLC | 315 | −29,69 | 13 | −27,78 | ||||
2025-08-13 | 13F | Millstone Evans Group, LLC | 12 896 | −64,74 | 545 | −64,56 | ||||
2025-07-09 | 13F | Aurelius Family Office LLC | 408 746 | 2,32 | 17 274 | 2,81 | ||||
2025-07-14 | 13F | Foster Group, Inc. | 75 582 | 163,66 | 3 194 | 165,06 | ||||
2025-07-23 | 13F | Sax Wealth Advisors, Llc | 367 532 | −47,13 | 15 532 | −46,88 | ||||
2025-07-28 | 13F | BRYN MAWR TRUST Co | 1 483 | 0,00 | 63 | 0,00 | ||||
2025-08-14 | 13F | Cibc World Markets Corp | 34 945 | 0,75 | 1 477 | 1,23 | ||||
2025-08-05 | 13F | Mission Wealth Management, Lp | 30 929 | 1,28 | 1 307 | 1,79 | ||||
2025-08-04 | 13F | Integrity Alliance, Llc. | 615 415 | −7,45 | 26 007 | −7,00 | ||||
2025-08-04 | 13F | Live Oak Private Wealth LLC | 38 334 | 156,98 | 1 620 | 158,21 | ||||
2025-08-13 | 13F | Balance Wealth, LLC | 60 705 | 101,05 | 2 565 | 102,13 | ||||
2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 51 122 | 2 | ||||||
2025-08-04 | 13F | Savvy Advisors, Inc. | 36 536 | 1 544 | ||||||
2025-08-06 | 13F | AE Wealth Management LLC | 620 998 | 22,25 | 26 243 | 22,83 | ||||
2025-08-12 | 13F | Triune Financial Partners, LLC | 15 516 | −17,49 | 656 | −17,09 | ||||
2025-08-15 | 13F | CI Private Wealth, LLC | 239 717 | −47,99 | 10 130 | −47,74 | ||||
2025-07-23 | 13F | Abel Hall, LLC | 52 690 | −2,81 | 2 227 | −2,37 | ||||
2025-08-01 | 13F | Fort Vancouver Investment Management, LLC | 153 815 | −0,53 | 6 500 | −0,06 | ||||
2025-08-06 | 13F | Prospera Financial Services Inc | 9 759 | 83,79 | 413 | 84,75 | ||||
2025-05-15 | 13F | Citadel Advisors Llc | 0 | −100,00 | 0 | |||||
2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 81 821 | 10,57 | 3 441 | 12,71 | ||||
2025-07-17 | 13F | Oceanside Advisors LLC | 27 456 | −2,29 | 1 160 | −1,78 | ||||
2025-07-30 | 13F | Mills Wealth Advisors LLC | 30 286 | −17,82 | 1 280 | −17,48 | ||||
2025-08-06 | 13F | Rialto Wealth Management, LLC | 1 766 | 0,00 | 75 | 0,00 | ||||
2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 1 700 | 0,00 | 72 | 0,00 | ||||
2025-08-14 | 13F | DecisionPoint Financial, LLC | 589 893 | 1,26 | 24 929 | 1,74 | ||||
2025-07-22 | 13F | Sutton Place Investors Llc | 180 979 | −4,64 | 7 648 | −4,18 | ||||
2025-08-06 | 13F | Geometric Wealth Advisors | 10 559 | 1,55 | 446 | 2,06 | ||||
2025-07-17 | 13F | SC&H Financial Advisors, Inc. | 108 651 | 5,35 | 4 592 | 5,86 | ||||
2025-07-14 | 13F | Parkshore Wealth Management, Inc. | 365 203 | 16,72 | 15 433 | 17,27 | ||||
2025-08-07 | 13F | Alpha Financial Advisors, LLC | 379 727 | 13,74 | 16 047 | 14,28 | ||||
2025-07-28 | 13F | Verisail Partners, LLC | 475 528 | 0,79 | 20 096 | 1,28 | ||||
2025-07-16 | 13F | Spinnaker Investment Group, LLC | 17 345 | −81,70 | 733 | −81,61 | ||||
2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Mariner, LLC | 440 157 | 25,32 | 18 601 | 25,92 | ||||
2025-07-31 | 13F | Kathleen S. Wright Associates Inc. | 13 199 | 0,00 | 558 | 0,36 | ||||
2025-08-11 | 13F | Private Advisor Group, LLC | 69 732 | 0,28 | 2 947 | 0,75 | ||||
2025-07-16 | 13F | Tru Independence Asset Management 2, Llc | 129 343 | −17,77 | 5 466 | −17,37 | ||||
2025-08-01 | 13F | Winebrenner Capital Management Llc | 136 570 | 24,19 | 5 771 | 24,78 | ||||
2025-07-07 | 13F | Kings Path Partners LLC | 286 492 | 5,73 | 12 107 | 6,24 | ||||
2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 79 391 | 6,67 | 3 355 | 7,19 | ||||
2025-08-14 | 13F | Hilltop Holdings Inc. | 0 | −100,00 | 0 | |||||
2025-07-22 | 13F | Vested Financial Planning, LLC | 149 831 | −7,33 | 6 332 | −6,90 | ||||
2025-08-14 | 13F | CoreCap Advisors, LLC | 110 | 5 | ||||||
2025-07-28 | 13F | Revolve Wealth Partners, LLC | 406 639 | 1 141,84 | 17 185 | 1 147,93 | ||||
2025-07-31 | 13F | Aspen Capital Management, LLC | 683 067 | 10,57 | 28 866 | 11,10 | ||||
2025-07-11 | 13F | Physician Wealth Solutions Inc. | 460 494 | −4,09 | 19 460 | −3,63 | ||||
2025-08-08 | 13F | Tortoise Investment Management, LLC | 415 | −70,46 | 18 | −71,19 | ||||
2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | −100,00 | 0 | |||||
2025-07-31 | 13F | Opus Capital Group, LLC | 680 036 | −0,74 | 29 | 0,00 | ||||
2025-08-07 | 13F | Tillman Hartley LLC | 485 361 | −11,13 | 20 511 | −10,71 | ||||
2025-06-26 | NP | HNDL - Strategy Shares Nasdaq 7 HANDL(TM) Index ETF | 394 009 | −9,54 | 16 529 | −8,62 | ||||
2025-07-09 | 13F | Krilogy Financial LLC | 468 741 | 0,77 | 19 809 | 1,25 | ||||
2025-07-24 | 13F | Williams & Novak, LLC | 50 653 | 24,99 | 2 141 | 25,29 | ||||
2025-08-13 | 13F | American Investment Services, Inc. | 0 | −100,00 | 0 | |||||
2025-07-17 | 13F | Heritage Investment Group, Inc. | 153 954 | 0,92 | 6 506 | 1,40 | ||||
2025-07-31 | 13F | Buckingham Strategic Partners | 288 803 | 1,74 | 12 205 | 2,22 | ||||
2025-08-13 | 13F | Legacy Capital Wealth Partners, LLC | 5 310 | 224 | ||||||
2025-08-07 | 13F | Allworth Financial LP | 1 324 041 | −0,89 | 55 954 | 0,61 | ||||
2025-04-28 | 13F | Able Wealth Management LLC | 0 | −100,00 | 0 | |||||
2025-07-03 | 13F | Fiduciary Financial Group, Llc | 8 447 | 1,70 | 357 | 4,09 | ||||
2025-08-14 | 13F | UBS Group AG | 16 252 | 406 200,00 | 687 | |||||
2025-08-04 | 13F | IFG Advisory, LLC | 93 172 | 19,48 | 3 937 | 20,07 | ||||
2025-08-12 | 13F | XTX Topco Ltd | 5 446 | −6,31 | 230 | −5,74 | ||||
2025-08-12 | 13F | Change Path, LLC | 143 506 | 6,28 | 6 065 | 6,80 | ||||
2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 22 650 | 13,39 | 1 | |||||
2025-08-14 | 13F | Warren Averett Asset Management, LLC | 8 895 | 0,00 | 376 | 0,27 | ||||
2025-08-14 | 13F | Cardiff Park Advisors, Llc | 1 607 | 0,00 | 68 | 0,00 | ||||
2025-08-04 | 13F | Elite Life Management LLC | 0 | −100,00 | 0 | |||||
2025-08-07 | 13F | Parkside Financial Bank & Trust | 9 022 | 0,00 | 381 | 0,53 | ||||
2025-05-02 | 13F | MB Generational Wealth, LLC | 11 794 | 81,39 | 496 | 85,07 | ||||
2025-08-14 | 13F | Integrated Wealth Concepts LLC | 490 378 | −1,84 | 20 723 | −1,37 | ||||
2025-07-17 | 13F | Mattern Wealth Management LLC | 337 777 | −3,58 | 14 274 | −3,12 | ||||
2025-08-01 | 13F | Austin Private Wealth, LLC | 44 000 | 525,80 | 1 859 | 530,17 | ||||
2025-07-22 | 13F | Yardley Wealth Management LLC | 241 427 | 4,38 | 10 | 11,11 | ||||
2025-08-13 | 13F | Baker Avenue Asset Management, LP | 0 | −100,00 | 0 | |||||
2025-07-29 | 13F | Arista Wealth Management, LLC | 49 703 | 0,00 | 2 100 | 0,48 | ||||
2025-07-24 | 13F | Wealth Advisors Northwest LLC | 69 216 | 28,24 | 2 925 | 28,85 | ||||
2025-05-16 | 13F | Jones Financial Companies Lllp | 0 | −100,00 | 0 | |||||
2025-08-15 | 13F | Keel Point, LLC | 8 067 | 0,14 | 341 | 0,59 | ||||
2025-08-12 | 13F | Legacy Financial Group, Inc. | 294 699 | 7,00 | 12 454 | 7,51 | ||||
2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 451 495 | 4,30 | 19 080 | 4,80 | ||||
2025-05-09 | 13F | TD Waterhouse Canada Inc. | 0 | −100,00 | 0 | |||||
2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 458 811 | 1,95 | 19 | 5,56 | ||||
2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 6 323 | −75,97 | 267 | −75,86 | ||||
2025-07-15 | 13F | Evanson Asset Management, LLC | 37 167 | 0,42 | 1 571 | 0,90 | ||||
2025-07-16 | 13F | Leading Edge Financial Planning LLC | 498 018 | 5,48 | 21 046 | 5,98 | ||||
2025-08-13 | 13F | Daner Wealth Management, LLC | 280 674 | −2,83 | 11 895 | −0,89 | ||||
2025-07-22 | 13F | David Wealth Management LLC | 161 032 | 3,88 | 6 805 | 4,37 | ||||
2025-07-30 | 13F/A | Divergent Planning, LLC | 343 110 | 7,18 | 14 500 | 7,38 | ||||
2025-07-25 | 13F | Ruedi Wealth Management, Inc. | 121 613 | −14,04 | 5 139 | −13,63 | ||||
2025-07-22 | 13F | Aspire Private Capital, LLC | 10 905 | 0,04 | 461 | 0,44 | ||||
2025-07-23 | 13F | Penney Financial, LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | GWM Advisors LLC | 59 521 | −12,04 | 2 515 | −11,63 | ||||
2025-05-02 | 13F | KM Capital Management Ltd. | 0 | −100,00 | 0 | |||||
2025-07-28 | 13F | Morris Financial Concepts, Inc. | 38 699 | −2,41 | 1 635 | −1,92 | ||||
2025-07-22 | 13F | Simplicity Wealth,LLC | 14 079 | −88,59 | 595 | −88,55 | ||||
2025-08-14 | 13F | Potentia Wealth | 0 | −100,00 | 0 | |||||
2025-07-24 | 13F | Vantage Point Financial LLC | 112 349 | 4,83 | 4 748 | 5,33 | ||||
2025-08-08 | 13F | Creative Planning | 51 382 | −21,79 | 2 171 | −21,43 | ||||
2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 1 491 156 | 1,45 | 63 016 | 1,93 | ||||
2025-05-02 | 13F | BlackRock, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-11 | 13F | Ullmann Financial Group, Inc. | 856 406 | −3,46 | 36 192 | −3,00 | ||||
2025-07-30 | 13F | DecisionMap Wealth Management, LLC | 87 301 | −4,31 | 3 689 | −3,86 | ||||
2025-08-08 | 13F | Emerald Investment Partners, Llc | 1 730 | 1,17 | 73 | 2,82 | ||||
2025-07-22 | 13F | Beacon Financial Advisory LLC | 10 527 | 0,30 | 445 | 0,68 | ||||
2025-08-08 | 13F | Cetera Investment Advisers | 134 328 | 113,92 | 5 677 | 114,92 | ||||
2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 13 796 | 0,69 | 583 | 1,39 | ||||
2025-08-08 | 13F | Schwarz Dygos Wheeler Investment Advisors Llc | 97 740 | 17,65 | 4 131 | 18,20 | ||||
2025-07-25 | 13F | Parker Financial LLC | 152 668 | 9,44 | 6 451 | 9,95 | ||||
2025-08-14 | 13F | Ancora Advisors, LLC | 72 854 | −5,18 | 3 079 | −4,74 | ||||
2025-08-07 | 13F | PFG Advisors | 148 369 | 0,72 | 6 270 | 1,21 | ||||
2025-08-13 | 13F | Annandale Capital, LLC | 785 618 | −3,89 | 33 | −2,94 | ||||
2025-07-11 | 13F | Great Waters Wealth Management | 2 502 325 | 3,02 | 105 748 | 3,51 | ||||
2025-07-07 | 13F | New Capital Management LP | 31 872 | −77,84 | 1 347 | −77,74 | ||||
2025-07-18 | 13F | Bridge Generations Wealth Management Llc | 11 | 0,00 | 0 | |||||
2025-05-09 | 13F | Beta Wealth Group, Inc. | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Stifel Financial Corp | 105 236 | 0,38 | 4 447 | 0,86 | ||||
2025-07-15 | 13F | Hippocratic Financial Advisors, LLC | 26 202 | −86,48 | 1 107 | −86,42 | ||||
2025-07-29 | 13F | Master's Wealth Management Inc. | 325 910 | 5,53 | 13 773 | 6,03 | ||||
2025-07-31 | 13F | Curio Wealth, Llc | 84 813 | 47 018,33 | 3 584 | −25,69 | ||||
2025-07-30 | 13F | Forum Financial Management, LP | 41 938 | −1,13 | 1 772 | −0,67 | ||||
2025-07-10 | 13F | Pacific Asset Management, LLC | 59 269 | 0,99 | 2 505 | 1,46 | ||||
2025-07-09 | 13F | Fiduciary Alliance LLC | 37 201 | 1 572 | ||||||
2025-07-25 | 13F | Cwm, Llc | 5 068 | 0,28 | 0 | |||||
2025-08-13 | 13F | Flow Traders U.s. Llc | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 2 420 | 0,00 | 102 | 0,99 | ||||
2025-08-14 | 13F | Sei Investments Co | 12 438 | 526 | ||||||
2025-08-11 | 13F | Copperleaf Capital, LLC | 32 304 | 19,59 | 1 365 | 20,16 | ||||
2025-07-08 | 13F/A | Team Hewins, LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-25 | 13F | One Degree Advisors Inc | 249 788 | 5,67 | 11 | 11,11 | ||||
2025-07-14 | 13F | Farmers Trust Co | 9 000 | 0,00 | 380 | 0,53 | ||||
2025-08-14 | 13F | Sterling Wealth Management, Inc. | 349 249 | 64,99 | 14 759 | 68,94 | ||||
2025-07-25 | 13F | Concord Asset Management, LLC/VA | 182 459 | 7 711 | ||||||
2025-07-16 | 13F | Five Oceans Advisors | 12 414 | −4,04 | 525 | −3,68 | ||||
2025-07-24 | 13F | Riverchase Wealth Management, Llc | 334 287 | 5,67 | 14 127 | 6,17 | ||||
2025-07-24 | 13F | Grand Wealth Management, Llc | 3 149 | 0,00 | 133 | 0,76 | ||||
2025-07-11 | 13F | Quantum Financial Advisors, LLC | 42 618 | −8,16 | 1 801 | −7,69 | ||||
2025-08-11 | 13F | Diversified Portfolios, Inc. | 9 914 | 419 | ||||||
2025-08-13 | 13F | Forthright Family Wealth Advisory LLC | 10 071 | −0,36 | 426 | 0,00 | ||||
2025-08-01 | 13F | Liberty Wealth Management Llc | 351 836 | 11,38 | 14 869 | 11,89 | ||||
2025-07-16 | 13F | Moisand Fitzgerald Tamayo, LLC | 643 | 1,26 | 27 | 3,85 | ||||
2025-08-14 | 13F | Ariadne Wealth Management, LP | 18 478 | −41,79 | 786 | −40,45 | ||||
2025-08-07 | 13F | Factory Mutual Insurance Co | 2 793 770 | 0,00 | 118 065 | 0,48 | ||||
2025-08-12 | 13F | BWM Planning, LLC | 222 743 | 18,89 | 9 413 | 19,47 | ||||
2025-08-06 | 13F | Valued Wealth Advisors LLC | 0 | 0 | ||||||
2025-08-13 | 13F | Momentous Wealth Management, Inc. | 400 555 | 8,47 | 16 927 | 8,99 |