Grunnleggende statistikk
| Institusjonelle eiere | 434 total, 434 long only, 0 short only, 0 long/short - change of 2,11% MRQ |
| Gjennomsnittlig porteføljeallokering | 0.4036 % - change of −12,77% MRQ |
| Institusjonelle aksjer (Long) | 40 321 673 (ex 13D/G) - change of 0,38MM shares 0,95% MRQ |
| Institusjonell verdi (Long) | $ 3 183 108 USD ($1000) |
Institusjonelt eierskap og aksjonærer
WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund (US:DLN) har 434 institusjonelle eiere og aksjonærer som har sendt inn 13D/G- eller 13F-skjemaer til Securities Exchange Commission (SEC). Disse institusjonene eier til sammen 40,321,673 aksjer. De største aksjonærene inkluderer Pnc Financial Services Group, Inc., LPL Financial LLC, Morgan Stanley, Colony Group, LLC, Ameriprise Financial Inc, Creative Planning, UBS Group AG, Great Valley Advisor Group, Inc., Trilogy Capital Inc., and Evercore Wealth Management, LLC .
WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund (ARCA:DLN) 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 10, 2025 is 85,46 / share. Previously, on September 11, 2024, the share price was 76,15 / share. This represents an increase of 12,23% 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.
13D/G-arkiveringer
Vi presenterer 13D/G-arkiveringene separat fra 13F-arkiveringene fordi de behandles forskjellig av SEC. 13D/G-arkiveringene kan sendes inn av grupper av investorer (med én leder), mens 13D/G-arkiveringene ikke kan sendes inn. Dette fører til situasjoner der en investor kan sende inn en 13D/G-rapport med én verdi for alle aksjene (som representerer alle aksjene som eies av investorgruppen), men deretter sende inn en 13F-melding med en annen verdi for alle aksjene (som kun representerer deres eget eierskap). Dette betyr at aksjeeierskap i 13D/G-arkiveringene og 13F-arkiveringene ofte ikke er direkte sammenlignbare, og vi presenterer dem derfor separat.
Merk: Fra og med 16. mai 2021 viser vi ikke lenger eiere som ikke har sendt inn en 13D/G i løpet av det siste året. Tidligere viste vi hele historikken for 13D/G-arkiveringer. Generelt må enheter som er pålagt å sende inn 13D/G-arkiveringer, sende inn minst én gang i året før de sender inn en avsluttende rapport. Det hender imidlertid at fond trekker seg ut av posisjoner uten å sende inn en avsluttende innlevering (dvs. at de avvikler), slik at visning av hele historikken av og til fører til forvirring om det nåværende eierskapet. For å unngå forvirring viser vi nå bare "nåværende" eiere, det vil si eiere som har sendt inn informasjon i løpet av det siste året.
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| Fildato | Skjema | Investor | Tidligere aksjer |
Siste aksjer |
Δ Aksjer (prosent) |
Eierandel (prosent) |
Δ Eierandel (prosent) |
|
|---|---|---|---|---|---|---|---|---|
| 2025-02-07 | PNC FINANCIAL SERVICES GROUP, INC. | 3,454,826 | 3,463,462 | 0.25 | 5.93 | -5.72 |
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.
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| Fildato | Kilde | Investor | Type | Gjennomsnittlig pris (estimert) |
Aksjer | Δ Aksjer (%) |
Rapportert verdi ($1000) | Verdi (%) | Portallokering (%) | |
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-13 | 13F | IAG Wealth Partners, LLC | 398 151 | −4,20 | 32 704 | −0,85 | ||||
| 2025-05-05 | 13F | St. Louis Trust Co | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Wick Capital Partners, LLC | 1 361 | −58,52 | 270 | 3,46 | ||||
| 2025-08-28 | NP | GPMIX - GuidePath(R) Multi-Asset Income Allocation Fund Service Shares | 44 122 | −4,87 | 3 624 | −1,55 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 25 193 | −1,25 | 2 121 | 7,40 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 705 | −84,38 | 58 | −83,71 | ||||
| 2025-08-13 | 13F | Capital Advisors Wealth Management, LLC | 8 636 | 0,30 | 709 | 3,81 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 3 971 | −66,43 | 326 | −64,57 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 3 758 | 4,27 | 309 | 12,41 | ||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 2 630 | 0,00 | 216 | 3,85 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 57 165 | 11,75 | 4 696 | 15,64 | ||||
| 2025-07-23 | 13F | Armstrong, Fleming & Moore, Inc | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Heritage Wealth Management, Inc./Texas | 7 247 | −35,35 | 595 | −33,07 | ||||
| 2025-08-04 | 13F | Linscomb & Williams, Inc. | 46 995 | −0,44 | 3 860 | 3,04 | ||||
| 2025-07-28 | 13F | Perfromance Wealth Partners, LLC | 4 750 | 68,14 | 390 | 74,11 | ||||
| 2025-08-11 | 13F | Vanguard Group Inc | 2 635 | 0,00 | 216 | 3,35 | ||||
| 2025-07-17 | 13F | PMG Wealth Management, Inc. | 3 000 | 0,00 | 246 | 3,36 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 11 770 | 0,81 | 967 | 4,32 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 53 763 | 0,28 | 4 416 | 3,81 | ||||
| 2025-08-13 | 13F | GM Advisory Group, Inc. | 5 950 | 0,00 | 489 | 3,39 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 723 415 | 12,50 | 59 421 | 16,43 | ||||
| 2025-07-11 | 13F | Wolfstich Capital, LLC | 4 024 | 0,00 | 331 | 3,45 | ||||
| 2025-08-14 | 13F | Win Advisors, Inc | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Berkshire Money Management, Inc. | 6 000 | 0,00 | 493 | 3,36 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 9 710 | 1,14 | 798 | 4,59 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 68 159 | 3,65 | 5 599 | 7,26 | ||||
| 2025-07-23 | 13F | H&H Retirement Design & Management INC | 73 089 | 8,43 | 6 083 | 23,11 | ||||
| 2025-08-14 | 13F | Avant Capital LLC | 34 096 | 6,39 | 2 801 | 10,11 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 105 127 | 2,36 | 9 | 0,00 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 109 | 2,83 | 9 | 0,00 | ||||
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 6 580 | 0,00 | 540 | 3,45 | ||||
| 2025-07-31 | 13F | Washington Trust Advisors, Inc. | 1 075 | −8,51 | 88 | −5,38 | ||||
| 2025-07-16 | 13F | Brown, Lisle/cummings, Inc. | 50 | 0,00 | 4 | 33,33 | ||||
| 2025-07-03 | 13F | Garde Capital, Inc. | 2 700 | 0,00 | 222 | 3,27 | ||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 3 595 | −1,13 | 295 | 2,43 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 9 242 | 17,48 | 759 | 21,63 | ||||
| 2025-07-31 | 13F | Sage Mountain Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Siligmueller & Norvid Wealth Advisors LLC | 26 686 | 2 211 | ||||||
| 2025-08-12 | 13F | Edmond De Rothschild Holding S.a. | 2 480 | 0,00 | 204 | 3,57 | ||||
| 2025-07-30 | 13F | Birch Hill Investment Advisors LLC | 3 200 | 0,00 | 263 | 3,56 | ||||
| 2025-08-25 | 13F | Hilltop Partners LLC | 10 686 | 0,00 | 878 | 3,42 | ||||
| 2025-07-23 | 13F | Foresight Capital Management Advisors, Inc. | 31 319 | 26,62 | 2 573 | 31,02 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 13 156 | 0,00 | 1 081 | 3,45 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 104 628 | −1,00 | 8 594 | 2,46 | ||||
| 2025-08-05 | 13F | American Capital Advisory, LLC | 86 | 0,00 | 7 | 16,67 | ||||
| 2025-08-13 | 13F | Haverford Trust Co | 7 802 | 0,00 | 641 | 3,39 | ||||
| 2025-08-06 | 13F | Robinson Smith Wealth Advisors Llc | 4 763 | 0,00 | 391 | 3,44 | ||||
| 2025-07-15 | 13F | Cora Capital Advisors Llc | 4 964 | −53,58 | 408 | −52,00 | ||||
| 2025-07-18 | 13F | Centricity Wealth Management, LLC | 250 | 0,00 | 21 | 5,26 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 635 924 | 8,51 | 52 | 13,04 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 1 686 | 0,00 | 138 | 3,76 | ||||
| 2025-08-07 | 13F | Flagship Wealth Advisors, Llc | 19 534 | −36,03 | 1 605 | −33,80 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 35 713 | −12,24 | 2 933 | −9,17 | ||||
| 2025-08-05 | 13F | Obermeyer Wood Investment Counsel, Lllp | 2 964 | 243 | ||||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 13 385 | 1 099 | ||||||
| 2025-07-23 | 13F | Equitable Trust Co | 5 149 | 0,00 | 423 | 3,43 | ||||
| 2025-08-13 | 13F | M&t Bank Corp | 7 622 | −3,18 | 626 | 0,32 | ||||
| 2025-07-16 | 13F | Independent Wealth Network Inc. | 7 141 | 587 | ||||||
| 2025-08-12 | 13F | Allen Capital Group, LLC | 39 288 | −1,22 | 3 227 | 2,25 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 5 008 | 0 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 1 047 944 | 5,71 | 86 078 | 9,40 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 336 | 0,00 | 28 | 3,85 | ||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 193 | 0,00 | 16 | 0,00 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 8 617 | −13,21 | 1 | |||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 16 049 | 14,83 | 1 318 | 18,85 | ||||
| 2025-08-08 | NP | QALTX - Quantified Alternative Investment Fund Investor Class Shares | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-09 | 13F | Beacon Financial Group | 13 075 | 0,00 | 1 074 | 3,47 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 45 802 | 0,30 | 3 762 | 3,81 | ||||
| 2025-07-29 | 13F | Lutz Financial Services LLC | 7 456 | 0,00 | 612 | 3,55 | ||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 12 | 0,00 | 1 | |||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 6 008 | −2,32 | 494 | 1,02 | ||||
| 2025-08-12 | 13F/A | Cozad Asset Management Inc | 8 373 | 0,00 | 688 | 3,46 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 21 715 | 0,04 | 1 784 | 3,54 | ||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 108 544 | −0,37 | 8 916 | 3,10 | ||||
| 2025-08-05 | 13F | Tsfg, Llc | 582 | 0,34 | 0 | |||||
| 2025-07-31 | 13F | Optimum Investment Advisors | 930 | 0,00 | 76 | 4,11 | ||||
| 2025-08-06 | 13F | Adviser Investments LLC | 9 218 | 0,00 | 757 | 3,56 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 164 580 | −8,48 | 13 519 | −5,29 | ||||
| 2025-08-05 | 13F | GHP Investment Advisors, Inc. | 748 | 0,00 | 61 | 3,39 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 16 472 | 21,24 | 1 345 | 26,05 | ||||
| 2025-07-10 | 13F | Wedmont Private Capital | 19 616 | −2,15 | 1 629 | 8,90 | ||||
| 2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 3 811 | 313 | ||||||
| 2025-08-07 | 13F | Howard Bailey Securities, Llc | 67 194 | −1,15 | 5 519 | 2,30 | ||||
| 2025-08-08 | 13F | Collaborative Wealth Managment Inc. | 6 900 | −13,46 | 567 | −10,44 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 18 997 | 11,44 | 1 560 | 15,30 | ||||
| 2025-07-14 | 13F | CRA Financial Services, LLC | 31 925 | 0,07 | 2 622 | 3,55 | ||||
| 2025-07-18 | 13F | Institute for Wealth Management, LLC. | 3 956 | −0,33 | 325 | 2,86 | ||||
| 2025-07-21 | 13F | Precedent Wealth Partners, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 33 686 | −0,78 | 2 767 | 2,67 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 23 976 | 42,25 | 1 969 | 47,27 | ||||
| 2025-08-14 | 13F | Rodgers Brothers Inc. | 12 733 | 0,00 | 1 046 | 3,47 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 1 800 | −5,31 | 148 | −2,00 | ||||
| 2025-08-14 | 13F | Clg Llc | 279 875 | 13,74 | 22 989 | 17,71 | ||||
| 2025-08-11 | 13F | First American Trust, Fsb | 126 368 | 1,60 | 10 380 | 5,15 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 61 946 | 0,02 | 5 088 | 3,52 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 496 816 | 8,53 | 40 814 | 12,31 | ||||
| 2025-07-15 | 13F | Heritage Oak Wealth Advisors Llc | 5 109 | −15,12 | 420 | −12,16 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 56 332 | −1,67 | 4 627 | 1,76 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 3 886 291 | −0,16 | 319 220 | 3,33 | ||||
| 2025-08-14 | 13F | Comerica Bank | 57 127 | −2,83 | 4 692 | 0,56 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 4 082 | 0,00 | 335 | 3,72 | ||||
| 2025-07-17 | 13F | Coastline Trust Co | 600 | 0,00 | 49 | 4,26 | ||||
| 2025-08-08 | 13F | Tiemann Investment Advisors, Llc | 2 824 | 0,00 | 232 | 3,13 | ||||
| 2025-08-04 | 13F/A | 626 Financial, LLC | 9 195 | −1,40 | 755 | 2,03 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 99 949 | 3,19 | 8 210 | 6,79 | ||||
| 2025-07-22 | 13F | Valeo Financial Advisors, LLC | 16 699 | 0,00 | 1 372 | 3,47 | ||||
| 2025-08-05 | 13F | Code Waechter LLC | 4 000 | 0,00 | 329 | |||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 89 522 | −25,92 | 7 353 | −23,33 | ||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 10 | 1 | ||||||
| 2025-07-15 | 13F | FLP Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 17 352 | 0,00 | 1 425 | 3,49 | ||||
| 2025-08-04 | 13F | Spinnaker Trust | 4 980 | 0,00 | 409 | 3,54 | ||||
| 2025-05-09 | 13F | Belvedere Trading LLC | Call | 0 | −100,00 | 0 | ||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 4 725 | 0,00 | 392 | 4,53 | ||||
| 2025-07-24 | 13F | Costello Asset Management, INC | 915 | 0,44 | 75 | 4,17 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 8 434 | 7,76 | 693 | 11,43 | ||||
| 2025-07-31 | 13F | Waldron Private Wealth LLC | 6 058 | 0,00 | 498 | 3,54 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 400 | −40,92 | 33 | −39,62 | ||||
| 2025-08-11 | 13F | Resurgent Financial Advisors LLC | 20 336 | −7,62 | 1 670 | −4,41 | ||||
| 2025-08-13 | 13F | Sanibel Captiva Trust Company, Inc. | 4 990 | 0,00 | 410 | 3,28 | ||||
| 2025-08-14 | 13F | UBS Group AG | 1 301 779 | −1,02 | 106 928 | 2,43 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 2 425 | −7,62 | 0 | |||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 44 545 | −15,17 | 4 | −25,00 | ||||
| 2025-08-07 | 13F | Guidance Capital, Inc | 3 476 | 3,36 | 287 | 9,16 | ||||
| 2025-07-07 | 13F | St. Clair Advisors, LLC | 15 714 | 0,00 | 1 291 | 3,45 | ||||
| 2025-07-29 | 13F | Kondo Wealth Advisors, Inc. | 25 372 | −2,46 | 2 100 | 1,70 | ||||
| 2025-08-14 | 13F | Clark Capital Management Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Fiera Capital Corp | 2 493 | 205 | ||||||
| 2025-07-10 | 13F | Brady Family Wealth, Llc | 2 617 | 0,00 | 215 | 3,38 | ||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 320 | 0,00 | 0 | |||||
| 2025-08-07 | 13F | Midland Wealth Advisors Llc | 7 683 | −0,40 | 631 | 3,10 | ||||
| 2025-08-13 | 13F | Cheviot Value Management, LLC | 974 | 0,00 | 82 | 8,00 | ||||
| 2025-08-14 | 13F | Novus Advisors, Llc | 3 670 | −23,70 | 301 | −21,00 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 56 949 | 124,01 | 4 678 | 131,88 | ||||
| 2025-07-21 | 13F | Monticello Wealth Management, Llc | 62 487 | 0,02 | 5 133 | 3,51 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 2 842 | 0,57 | 233 | 4,02 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 22 863 | 47,56 | 1 878 | 52,73 | ||||
| 2025-07-25 | 13F | LRI Investments, LLC | 335 693 | −0,57 | 27 574 | 2,90 | ||||
| 2025-08-11 | 13F | Stonebrook Private Inc. | 3 109 | −3,00 | 255 | 0,39 | ||||
| 2025-07-29 | 13F | Aspiriant, Llc | 65 224 | 62,15 | 5 358 | 67,83 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 3 000 | 0,00 | 246 | 3,36 | ||||
| 2025-08-12 | 13F | Clearwater Capital Advisors, LLC | 53 709 | −2,16 | 4 412 | 1,24 | ||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 1 | −99,00 | 0 | −100,00 | ||||
| 2025-08-13 | 13F | Fiduciary Group LLC | 6 606 | 0,00 | 543 | 3,44 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 14 902 | 0,00 | 1 224 | 3,55 | ||||
| 2025-03-24 | 13F | Mascagni Wealth Management, Inc. | 0 | 0 | ||||||
| 2025-07-10 | 13F | Kmg Fiduciary Partners, Llc | 18 664 | 12,07 | 1 533 | 16,05 | ||||
| 2025-08-11 | 13F | Advisor Resource Council | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 16 629 | −67,68 | 1 366 | −66,57 | ||||
| 2025-07-30 | 13F | Insight Advisors, LLC/ PA | 3 453 | −0,69 | 284 | 2,91 | ||||
| 2025-07-16 | 13F | TigerOak Management, L.L.C. | 11 673 | 0,00 | 959 | 3,46 | ||||
| 2025-07-25 | 13F | FIDELIS iM, LLC | 237 434 | 0,53 | 19 503 | 108 244,44 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 2 880 | 0,00 | 229 | 6,51 | ||||
| 2025-08-13 | 13F | Vertex Planning Partners, LLC | 2 533 | 0,12 | 208 | 4,00 | ||||
| 2025-07-23 | 13F | Element Wealth, LLC | 7 967 | −0,74 | 654 | 2,67 | ||||
| 2025-08-08 | 13F | Advisors Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Frazier Financial Advisors, LLC | 6 231 | 0,00 | 512 | 3,44 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 39 096 | −5,03 | 3 | 0,00 | ||||
| 2025-07-18 | 13F | Powers Advisory Group, LLC | 5 849 | 0,57 | 480 | 4,12 | ||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 8 212 | 0,00 | 675 | 3,53 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Inlight Wealth Management, LLC | 851 | 0,00 | 70 | 2,99 | ||||
| 2025-08-07 | 13F | Meridian Financial Partners LLC | 37 314 | 0,00 | 3 | 50,00 | ||||
| 2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Allworth Financial LP | 586 | 138,21 | 48 | 166,67 | ||||
| 2025-07-25 | 13F | Tranquility Partners, LLC | 16 445 | 0,93 | 1 351 | 4,41 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 51 018 | 6,15 | 4 191 | 9,86 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 33 339 | 5,11 | 2 738 | 8,78 | ||||
| 2025-07-21 | 13F | Mirae Asset Global Investments Co., Ltd. | 1 700 | −63,83 | 140 | −62,33 | ||||
| 2025-07-10 | 13F | Ryan Investment Management, Inc. | 814 | 67 | ||||||
| 2025-07-17 | 13F | Grandview Asset Management LLC | 6 821 | 0,40 | 1 | |||||
| 2025-08-11 | 13F | Lake Street Financial Llc | 61 879 | 0,60 | 5 082 | 4,12 | ||||
| 2025-08-13 | 13F | Options Solutions, Llc | 9 000 | 0,00 | 739 | 3,50 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 11 613 | 75,58 | 954 | 81,87 | ||||
| 2025-08-05 | 13F | Marion Wealth Management | 4 924 | 0,00 | 404 | 3,59 | ||||
| 2025-07-15 | 13F | Sheets Smith Wealth Management | 3 587 | 0,08 | 295 | 3,52 | ||||
| 2025-07-29 | 13F | JTC Employer Solutions Trusteee Ltd | 1 465 | 0,00 | 0 | |||||
| 2025-07-29 | 13F | Private Trust Co Na | 15 300 | −21,88 | 1 257 | −19,18 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 9 397 | 11,50 | 772 | 15,42 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 6 388 | −1,99 | 525 | 1,35 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 18 995 | 0,00 | 1 560 | 3,52 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 2 106 770 | 47,36 | 173 055 | 52,73 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 3 159 | 0,00 | 259 | 3,60 | ||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 8 757 | −17,16 | 1 | |||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 1 494 | −4,60 | 123 | −1,61 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 7 829 | −12,58 | 643 | −9,44 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 16 074 | 269,01 | 1 320 | 282,61 | ||||
| 2025-08-08 | 13F | Atlantic Trust, LLC | 1 742 | 143 | ||||||
| 2025-07-31 | 13F | Richards, Merrill & Peterson, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | WealthCare Investment Partners, LLC | 15 910 | 11,45 | 1 328 | 26,86 | ||||
| 2025-08-04 | 13F | Northwest Financial Advisors | 8 672 | 0,45 | 712 | 3,94 | ||||
| 2025-08-07 | 13F | Rollins Financial Advisors, LLC | 29 700 | −0,54 | 2 440 | 2,91 | ||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 3 597 | 0,14 | 295 | 3,51 | ||||
| 2025-08-12 | 13F | Choate Investment Advisors | 4 710 | 0,00 | 387 | 3,49 | ||||
| 2025-07-10 | 13F | Moller Financial Services | 92 805 | −0,59 | 7 623 | 2,87 | ||||
| 2025-07-15 | 13F | SJS Investment Consulting Inc. | 182 | 0,00 | 15 | 0,00 | ||||
| 2025-07-16 | 13F | Moisand Fitzgerald Tamayo, LLC | 5 664 | 0,00 | 465 | 3,56 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 94 284 | 2,36 | 7 745 | 5,94 | ||||
| 2025-07-25 | 13F | Almanack Investment Partners, LLC. | 9 241 | −92,54 | 759 | −92,28 | ||||
| 2025-07-29 | 13F | Kelman-Lazarov, Inc. | 3 968 | −1,61 | 326 | 1,56 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 5 379 | 0,00 | 442 | 3,52 | ||||
| 2025-07-09 | 13F | Graves-Light Private Wealth Management, Inc. | 68 877 | −0,52 | 5 658 | 2,95 | ||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 164 | 0,00 | 13 | 8,33 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 1 799 | 0 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 578 307 | 3,34 | 47 502 | 6,95 | ||||
| 2025-04-09 | 13F | Sarasin & Partners LLP | 46 577 | 3 659 | ||||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 1 157 031 | −1,74 | 95 039 | 1,69 | ||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 3 375 | 0,00 | 277 | 3,75 | ||||
| 2025-08-13 | 13F | Tobias Financial Advisors, Inc. | 67 872 | −7,34 | 5 575 | −4,09 | ||||
| 2025-07-22 | 13F | Team Financial Group, LLC | 21 690 | 0,52 | 1 782 | 4,03 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 2 954 379 | −0,32 | 242 673 | 3,16 | ||||
| 2025-07-08 | 13F | Adamsbrown Wealth Consultants Llc | 7 858 | 0,15 | 645 | 3,70 | ||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 11 811 | −50,00 | 970 | −48,24 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 2 807 | 0,00 | 231 | 3,60 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 8 050 | −1,59 | 672 | 3,54 | ||||
| 2025-07-22 | 13F | USAdvisors Wealth Management, LLC | 2 735 | 0,40 | 0 | |||||
| 2025-04-30 | 13F | Bank Hapoalim Bm | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Evercore Wealth Management, LLC | 1 072 367 | −1,71 | 88 084 | 1,72 | ||||
| 2025-08-12 | 13F | Vestor Capital, Llc | 253 | −98,06 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 194 | 0,00 | 15 | 0,00 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 313 974 | −0,67 | 25 790 | 2,79 | ||||
| 2025-04-10 | 13F | Sugar Maple Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-05 | 13F | Eagle Bay Advisors LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 3 955 | 325 | ||||||
| 2025-08-12 | 13F | Absolute Capital Management, LLC | 5 186 | −11,49 | 426 | −8,60 | ||||
| 2025-08-07 | 13F | PFG Advisors | 25 866 | 70,44 | 2 125 | 76,41 | ||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 297 | 0,00 | 25 | 9,09 | ||||
| 2025-08-13 | 13F | Rockport Wealth LLC | 28 061 | −17,61 | 2 305 | −14,76 | ||||
| 2025-05-13 | 13F | United Capital Financial Advisers, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | True Link Financial Advisors, LLC | 45 623 | 0,00 | 3 747 | 3,48 | ||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 34 627 | 0,31 | 2 844 | 3,83 | ||||
| 2025-08-08 | 13F | Fortis Group Advisors, LLC | 500 | 0,00 | 41 | 5,13 | ||||
| 2025-05-28 | 13F | Intrua Financial, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 6 093 | 5,11 | 501 | 8,70 | ||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 944 | 0,00 | 78 | 4,05 | ||||
| 2025-08-01 | 13F | Financial Counselors Inc | 0 | −100,00 | 0 | |||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 10 032 | 1,53 | 824 | 5,10 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 30 119 | −35,43 | 2 474 | −33,20 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 56 709 | 6,01 | 4 658 | 9,73 | ||||
| 2025-08-12 | 13F | Garrett Wealth Advisory Group, LLC | 4 681 | −2,36 | 385 | 1,05 | ||||
| 2025-07-15 | 13F | Capital Investment Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Transce3nd, LLC | 785 | −0,76 | 64 | 3,23 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 1 432 | 623,23 | 118 | 680,00 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 68 898 | 4,00 | 5 659 | 7,65 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 251 283 | 2,51 | 20 640 | 6,09 | ||||
| 2025-08-07 | 13F | Rathbone Brothers plc | 4 700 | 0,00 | 386 | 3,49 | ||||
| 2025-07-18 | 13F | Marino, Stram & Associates Llc | 3 076 | 0,00 | 253 | 3,28 | ||||
| 2025-07-11 | 13F | Kaydan Wealth Management, Inc. | 8 589 | −5,36 | 706 | −2,08 | ||||
| 2025-07-31 | 13F | Pullen Investment Management, LLC | 2 722 | 0,00 | 224 | 3,24 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 84 | −94,20 | 7 | −94,74 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 1 200 | 0,00 | 99 | 3,16 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 15 642 | 113,54 | 1 285 | 121,00 | ||||
| 2025-07-14 | 13F | Lee-Kelleher Wealth Management | 328 329 | 3,15 | 26 969 | 6,74 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 6 914 | 0,00 | 568 | 3,47 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 32 075 | −0,64 | 2 635 | 2,81 | ||||
| 2025-07-30 | 13F | Studio Investment Management Llc | 2 602 | 214 | ||||||
| 2025-04-29 | 13F | Lee Danner & Bass Inc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 16 340 | −0,07 | 1 342 | 3,47 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 57 810 | 0,23 | 4 748 | 3,71 | ||||
| 2025-05-14 | 13F | CIBC Private Wealth Group, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-23 | 13F | SpringVest Wealth Management LLC | 6 551 | 0,00 | 538 | 3,66 | ||||
| 2025-07-14 | 13F | Toth Financial Advisory Corp | 268 | 0,00 | 22 | 4,76 | ||||
| 2025-07-28 | 13F | Dixon Fnancial Services, Inc. | 2 862 | 0,56 | 235 | 4,44 | ||||
| 2025-08-13 | 13F | Dana Investment Advisors, Inc. | 2 527 | 0,00 | 208 | 3,50 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 7 420 | 2,91 | 609 | 6,47 | ||||
| 2025-07-17 | 13F | Centennial Wealth Advisory LLC | 17 022 | 108,07 | 1 398 | 115,41 | ||||
| 2025-07-25 | 13F | Astoria Portfolio Advisors LLC. | 2 408 | 203 | ||||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 10 150 | −0,22 | 834 | 3,22 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 8 677 | −23,20 | 713 | −18,91 | ||||
| 2025-08-13 | 13F | Kuhn & Co Investment Counsel | 2 725 | 0,00 | 224 | 3,24 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 254 421 | 1,40 | 20 898 | 4,94 | ||||
| 2025-08-05 | 13F | Fourth Dimension Wealth, LLC | 160 | 0,00 | 13 | 8,33 | ||||
| 2025-08-13 | 13F | Strategic Family Wealth Counselors, L.L.C. | 111 545 | 2,94 | 9 162 | 6,53 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 9 | 50,00 | 1 | |||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 5 724 | 17,27 | 470 | 21,45 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 4 777 | −16,59 | 392 | −13,66 | ||||
| 2025-07-18 | 13F | TruNorth Capital Management, LLC | 4 853 | 0,00 | 399 | 3,38 | ||||
| 2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 6 271 | 515 | ||||||
| 2025-07-17 | 13F | Raleigh Capital Management Inc. | 1 | 0 | ||||||
| 2025-08-07 | 13F | Cascade Financial Partners, LLC | 17 369 | 1,76 | 1 427 | 5,32 | ||||
| 2025-08-05 | 13F | Mason Investment Advisory Services, Inc. | 3 738 | 0,00 | 307 | 3,72 | ||||
| 2025-08-06 | 13F | Longview Financial Advisors LLC | 400 | 0,00 | 33 | 3,23 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 7 370 | −0,15 | 606 | 3,41 | ||||
| 2025-07-29 | 13F | Uhlmann Price Securities, Llc | 11 503 | −46,26 | 945 | −44,44 | ||||
| 2025-08-12 | 13F | Associated Banc-corp | 5 756 | 0,00 | 473 | 3,51 | ||||
| 2025-07-09 | 13F | Bank of New Hampshire | 810 | 0,00 | 67 | 3,13 | ||||
| 2025-08-13 | 13F | Nicolet Bankshares Inc | 5 084 | 0,00 | 418 | 3,47 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 9 315 | 5,05 | 765 | 11,03 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 3 982 | 327 | ||||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 1 516 | 441,43 | 125 | 463,64 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 51 440 | 0,00 | 4 225 | 3,50 | ||||
| 2025-08-14 | 13F | Wetherby Asset Management Inc | 9 083 | 0,02 | 746 | 5,67 | ||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 3 517 | −0,99 | 289 | 2,49 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 193 957 | 7,24 | 15 932 | 10,98 | ||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 3 394 | 0,00 | 279 | 3,35 | ||||
| 2025-08-05 | 13F | Advisors Preferred, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Kohmann Bosshard Financial Services, LLC | 2 440 | 200 | ||||||
| 2025-08-14 | 13F | Fmr Llc | 31 783 | 6,92 | 2 611 | 10,64 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-08 | 13F | Gts Securities Llc | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Stock Yards Bank & Trust Co | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Nadler Financial Group, Inc. | 46 420 | −4,01 | 3 813 | −0,68 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 103 | 8 | ||||||
| 2025-08-06 | 13F | Kcm Investment Advisors Llc | 17 027 | 0,56 | 1 399 | 4,10 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 3 890 | 320 | ||||||
| 2025-08-05 | 13F | MidAtlantic Capital Management, Inc. | 43 271 | 11,70 | 3 554 | 15,61 | ||||
| 2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 14 566 | 1,12 | 1 196 | 4,64 | ||||
| 2025-07-24 | 13F | Etesian Wealth Advisors, Inc. | 32 367 | 63,29 | 2 659 | 68,98 | ||||
| 2025-08-12 | 13F | Team Hewins, LLC | 6 880 | 0,00 | 565 | 3,48 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 10 057 | 826 | ||||||
| 2025-07-30 | 13F | Fairway Wealth LLC | 261 991 | 1,14 | 21 520 | 4,67 | ||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 6 057 | −1,77 | 498 | 1,64 | ||||
| 2025-07-15 | 13F | Well Done, LLC | 10 114 | 0,00 | 831 | 5,60 | ||||
| 2025-08-13 | 13F | Benedict Financial Advisors Inc | 8 059 | 0,04 | 662 | 3,44 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 12 623 | −39,98 | 1 037 | −37,93 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 2 411 847 | 1,72 | 198 109 | 5,27 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 3 191 | 46,85 | 262 | 52,33 | ||||
| 2025-07-29 | 13F | Woodard & Co Asset Management Group Inc /adv | 55 070 | −0,92 | 4 523 | 2,54 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 3 249 447 | −6,07 | 266 910 | −2,79 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 8 725 | 0,47 | 717 | 3,92 | ||||
| 2025-07-09 | 13F | Post Resch Tallon Group Inc. | 7 475 | −2,61 | 614 | 1,32 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 12 695 | 1 043 | ||||||
| 2025-08-13 | 13F | Seven Springs Wealth Group, LLC | 3 600 | 0,00 | 296 | 3,51 | ||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 223 864 | 2,00 | 18 388 | 5,57 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 9 269 | 0,37 | 761 | 3,82 | ||||
| 2025-07-24 | 13F | Live Oak Investment Partners | 7 707 | 0,00 | 633 | 3,60 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 28 151 | 63,70 | 2 312 | 71,26 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 27 | 0,00 | 2 | 0,00 | ||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 138 | −9,80 | 11 | −9,09 | ||||
| 2025-07-30 | 13F | Caliber Wealth Management, LLC / KS | 126 740 | −5,63 | 10 410 | −2,34 | ||||
| 2025-07-30 | 13F/A | KPP Advisory Services LLC | 15 426 | 8,86 | 1 267 | 12,72 | ||||
| 2025-07-10 | 13F | Rockland Trust Co | 3 980 | 0,00 | 327 | 3,49 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 7 379 | 162,78 | 606 | 172,97 | ||||
| 2025-08-13 | 13F | Ark & Tlk Investments, Llc | 5 461 | −5,26 | 449 | −1,97 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 7 540 | −1,32 | 619 | 2,15 | ||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 246 | 0,00 | 20 | 5,26 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 15 378 | −1,14 | 1 263 | 2,35 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 5 302 | 436 | ||||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 12 692 | 1 043 | ||||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 1 049 861 | 1,44 | 86 236 | 4,98 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 10 480 | −18,19 | 861 | −15,35 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 2 646 | −10,76 | 217 | −7,66 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 0 | |||||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 3 972 | 0,46 | 326 | 4,15 | ||||
| 2025-08-14 | 13F | Staley Capital Advisers Inc | 6 294 | 0,06 | 517 | 3,61 | ||||
| 2025-07-07 | 13F | Wesbanco Bank Inc | 5 085 | 418 | ||||||
| 2025-04-28 | 13F | Redmont Wealth Advisors Llc | 6 461 | 0,00 | 513 | 1,99 | ||||
| 2025-04-15 | 13F | Noble Wealth Management PBC | 1 437 | −15,96 | 114 | −14,29 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 2 675 | −54,71 | 220 | −53,21 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 352 065 | −8,34 | 28 919 | −5,14 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 996 | 0,00 | 82 | 2,53 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 133 991 | −2,13 | 11 180 | 2,89 | ||||
| 2025-08-11 | 13F | Platform Technology Partners | 13 597 | 0,00 | 1 117 | 3,43 | ||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 6 608 | 0,00 | 543 | 3,44 | ||||
| 2025-08-05 | 13F | Bridgewater Advisors Inc. | 2 911 | −7,65 | 245 | 1,24 | ||||
| 2025-08-07 | 13F | Fox Financial, Inc | 314 980 | 0,55 | 25 872 | 4,06 | ||||
| 2025-08-08 | 13F | Fusion Capital, LLC | 3 062 | 0,00 | 252 | 3,29 | ||||
| 2025-07-28 | 13F | Courier Capital Llc | 4 798 | 0,38 | 394 | 3,96 | ||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 2 610 | 603,50 | 214 | 637,93 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 3 250 | 0,56 | 0 | |||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 3 275 | 16,96 | 269 | 21,17 | ||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 5 054 | 0,20 | 0 | |||||
| 2025-08-14 | 13F | Operose Advisors LLC | 11 700 | 0,00 | 961 | 3,56 | ||||
| 2025-07-22 | 13F | Alta Wealth Advisors LLC | 17 420 | 0,00 | 1 431 | 3,47 | ||||
| 2025-08-04 | 13F | Roble, Belko & Company, Inc | 2 000 | 0,00 | 0 | |||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 7 929 | 0,72 | 651 | 4,33 | ||||
| 2025-07-18 | 13F | B.O.S.S. Retirement Advisors, LLC | 2 557 | −16,03 | 210 | −12,86 | ||||
| 2025-08-08 | 13F | Creative Planning | 1 412 192 | 2,02 | 115 997 | 5,58 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 11 617 | 4,73 | 1 | |||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 191 467 | −0,21 | 15 727 | 3,28 | ||||
| 2025-08-12 | 13F | Coston, McIsaac & Partners | 16 | 0,00 | 0 | |||||
| 2025-08-12 | 13F | Weaver Consulting Group | 3 152 | −1,56 | 259 | 1,57 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 2 168 | 0,00 | 178 | 3,49 | ||||
| 2025-07-10 | 13F | High Net Worth Advisory Group LLC | 14 180 | 0,00 | 1 165 | 3,47 | ||||
| 2025-07-29 | 13F | Empirical Asset Management, LLC | 3 280 | 0,00 | 269 | 3,46 | ||||
| 2025-04-30 | 13F | Seamount Financial Group Inc | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Keybank National Association/oh | 31 353 | 0,00 | 2 575 | 3,50 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 3 157 | 0,10 | 259 | 3,60 | ||||
| 2025-08-14 | 13F | Prestige Wealth Management Group LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 388 221 | −0,54 | 31 889 | 2,93 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 1 618 | 133 | ||||||
| 2025-08-12 | 13F | Wealthbridge Capital Management, Llc | 18 572 | −0,16 | 1 525 | 3,32 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 3 506 | 0,00 | 288 | 3,24 | ||||
| 2025-08-04 | 13F | Noesis Capital Mangement Corp | 10 000 | 0,00 | 821 | 3,53 | ||||
| 2025-07-10 | 13F | Redhawk Wealth Advisors, Inc. | 74 593 | 530,11 | 6 127 | 552,50 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 3 688 | 303 | ||||||
| 2025-07-16 | 13F | ORG Partners LLC | 1 500 | 0,00 | 124 | 5,08 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 54 431 | 6,34 | 4 471 | 10,04 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 4 807 | 0,00 | 0 | |||||
| 2025-08-01 | 13F | FSA Advisors, Inc. | 3 058 | −61,46 | 251 | −60,10 | ||||
| 2025-08-11 | 13F | Culbertson A N & Co Inc | 22 260 | −2,62 | 1 828 | 0,77 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Citigroup Inc | 23 837 | −0,62 | 1 958 | 2,89 | ||||
| 2025-07-15 | 13F | MCF Advisors LLC | 5 453 | 81,77 | 448 | 87,82 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 566 005 | 0,23 | 46 491 | 3,72 | ||||
| 2025-08-14 | 13F | Waterway Wealth Management, LLC | 600 370 | 11,48 | 49 310 | 15,38 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 45 497 | −1,91 | 3 737 | 1,52 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 5 400 | −63,51 | 444 | −62,27 | ||||
| 2025-07-17 | 13F | Willow Creek Wealth Management Inc. | 5 329 | 0,00 | 438 | 3,55 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 12 558 | 14,21 | 1 032 | 18,23 | ||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 3 104 | −2,94 | 255 | 0,40 | ||||
| 2025-07-09 | 13F | Inspirion Wealth Advisors, Llc | 19 886 | 0,56 | 1 633 | 4,08 | ||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 16 | 0,00 | 1 | 0,00 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 4 999 | 0,00 | 411 | 3,54 | ||||
| 2025-07-29 | 13F | ShoreHaven Wealth Partners, LLC | 9 880 | −1,22 | 812 | 2,27 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 59 923 | −1,25 | 4 922 | 2,20 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 186 196 | 13,53 | 15 294 | 17,49 | ||||
| 2025-09-04 | 13F | Reynders McVeigh Capital Management, LLC | 4 800 | 0,00 | 0 | |||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 44 | 0,00 | 4 | 0,00 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 30 778 | −6,32 | 2 529 | −3,03 | ||||
| 2025-07-28 | 13F | Mitchell Mcleod Pugh & Williams Inc | 5 458 | 0,00 | 448 | 3,46 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 31 153 | 0,00 | 2 559 | 3,48 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 670 | 0,00 | 55 | 3,77 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 4 922 | −0,79 | 404 | 2,80 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 7 782 | −14,88 | 639 | −11,86 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 5 412 | 3,80 | 445 | 7,51 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 59 867 | −12,88 | 4 917 | −9,83 | ||||
| 2025-08-14 | 13F | Camden Capital, LLC | 4 269 | 1,31 | 351 | 4,79 | ||||
| 2025-08-14 | 13F | Circle Wealth Management, LLC | 51 237 | 0,00 | 4 209 | 3,49 | ||||
| 2025-08-04 | 13F | Amplius Wealth Advisors, LLC | 26 075 | 0,00 | 2 142 | 3,48 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 9 130 | 750 | ||||||
| 2025-07-29 | 13F | Rodgers & Associates, LTD | 3 510 | 0,00 | 288 | 3,60 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 636 | 0,00 | 52 | 6,12 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 495 | 41 | ||||||
| 2025-07-31 | 13F | Future You Wealth Llc | 190 803 | 5,11 | 15 660 | 8,70 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 166 299 | 5,73 | 13 660 | 9,42 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 28 554 | −1,77 | 2 345 | 1,65 | ||||
| 2025-05-15 | 13F | Human Investing LLC | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Legend Financial Advisors, Inc. | 104 | 9 | ||||||
| 2025-08-07 | 13F | PCG Wealth Advisors, LLC | 2 451 | 201 | ||||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 326 362 | 2,16 | 26 807 | 5,73 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 21 852 | −0,94 | 1 795 | 2,51 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 5 546 | 12,84 | 456 | 16,67 | ||||
| 2025-07-18 | 13F | Vicus Capital | 3 264 | 0,09 | 268 | 3,88 | ||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 410 | 0,00 | 0 | |||||
| 2025-07-29 | 13F | Northern Capital Management, Inc. | 2 714 | 0,00 | 223 | 3,26 | ||||
| 2025-08-08 | 13F | MTM Investment Management, LLC | 3 122 | 0,00 | 256 | 3,64 | ||||
| 2025-07-14 | 13F | Ridgewood Investments LLC | 440 | 0,00 | 36 | 5,88 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 651 998 | 9,13 | 53 555 | 12,94 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 1 552 | 0,26 | 127 | 4,10 | ||||
| 2025-08-08 | 13F | IMA Wealth, Inc. | 171 | 0,00 | 14 | 7,69 | ||||
| 2025-07-10 | 13F | Burns J W & Co Inc/ny | 3 750 | 0,00 | 308 | 3,70 | ||||
| 2025-08-08 | 13F | Comprehensive Financial Planning, Inc./PA | 436 | 0,69 | 36 | 2,94 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 633 518 | −26,66 | 52 | −23,53 | ||||
| 2025-08-05 | 13F | Arrowroot Family Office, LLC | 3 013 | −8,86 | 247 | −3,89 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 3 487 | 0,00 | 286 | 3,62 | ||||
| 2025-08-05 | 13F | Flynn Zito Capital Management, Llc | 16 168 | 0,53 | 1 328 | 4,08 | ||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 1 426 | 0,00 | 117 | 3,54 | ||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 175 498 | −3,13 | 14 415 | 0,25 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 47 079 | 24,31 | 3 867 | 28,69 | ||||
| 2025-07-16 | 13F | LS Investment Advisors, LLC | 5 800 | 0,00 | 476 | 3,48 | ||||
| 2025-05-30 | NP | DON - WisdomTree U.S. MidCap Dividend Fund N/A | 48 433 | 163,91 | 3 844 | 166,76 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 1 174 639 | 13,42 | 96 485 | 17,38 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 167 724 | 5,56 | 13 777 | 9,24 | ||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 7 635 | 627 | ||||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 900 | 0,00 | 74 | 2,82 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 8 105 | −84,81 | 666 | −84,29 | ||||
| 2025-08-12 | 13F | Marshall & Sterling Wealth Advisors Inc. | 215 | 0,47 | 18 | 6,25 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 3 112 | −10,83 | 255 | −7,94 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 684 862 | 2,13 | 56 255 | 5,69 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 723 | 5,09 | 59 | 9,26 | ||||
| 2025-07-28 | 13F | Revolve Wealth Partners, LLC | 213 427 | −2,81 | 17 531 | 0,58 | ||||
| 2025-07-10 | 13F | Farmers & Merchants Trust Co of Chambersburg PA | 1 960 | 122,73 | 0 | |||||
| 2025-08-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 3 079 | 0,00 | 0 | |||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 3 820 | 0,00 | 314 | 3,30 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 5 344 | 0,09 | 451 | 11,11 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 903 | 0,11 | 74 | 4,23 |
Other Listings
| MX:DLN |
