Grunnleggende statistikk
| Institusjonelle eiere | 260 total, 260 long only, 0 short only, 0 long/short - change of 6,53% MRQ |
| Gjennomsnittlig porteføljeallokering | 0.4203 % - change of −4,60% MRQ |
| Institusjonelle aksjer (Long) | 55 235 193 (ex 13D/G) - change of 3,27MM shares 6,30% MRQ |
| Institusjonell verdi (Long) | $ 1 192 914 USD ($1000) |
Institusjonelt eierskap og aksjonærer
iShares Trust - iShares iBonds Dec 2027 Term Treasury ETF (US:IBTH) har 260 institusjonelle eiere og aksjonærer som har sendt inn 13D/G- eller 13F-skjemaer til Securities Exchange Commission (SEC). Disse institusjonene eier til sammen 55,235,193 aksjer. De største aksjonærene inkluderer Hm Payson & Co, Bank Of America Corp /de/, Morgan Stanley, GLOBALT Investments LLC / GA, Wells Fargo & Company/mn, TRUE Private Wealth Advisors, Envestnet Asset Management Inc, Colony Group, LLC, GWM Advisors LLC, and LPL Financial LLC .
iShares Trust - iShares iBonds Dec 2027 Term Treasury ETF (NasdaqGM:IBTH) 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 12, 2025 is 22,50 / share. Previously, on September 13, 2024, the share price was 22,66 / share. This represents a decline of 0,75% 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 (%) | |
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-11 | 13F | Compass Ion Advisors, LLC | 43 434 | 24,16 | 977 | 24,49 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 51 169 | 181,52 | 1 | |||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 9 290 | 209 | ||||||
| 2025-07-17 | 13F | Robbins Farley Llc | 1 397 | −3,25 | 31 | −3,12 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 958 118 | −7,84 | 21 548 | −7,55 | ||||
| 2025-08-12 | 13F | Tableaux Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 2 023 190 | 2,52 | 45 502 | 2,84 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 495 885 | 69,67 | 11 152 | 70,21 | ||||
| 2025-07-09 | 13F | Lbmc Investment Advisors, Llc | 9 930 | 223 | ||||||
| 2025-05-07 | 13F | Spectrum Wealth Counsel, LLC | 5 137 | 0,00 | 115 | 0,88 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 121 750 | 12,61 | 2 738 | 13,00 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 173 082 | −6,95 | 3 893 | −6,67 | ||||
| 2025-07-30 | 13F/A | KPP Advisory Services LLC | 13 800 | 0,00 | 310 | 0,32 | ||||
| 2025-07-30 | 13F | Granite Harbor Advisors, Inc. | 37 893 | 2,00 | 852 | 2,40 | ||||
| 2025-08-04 | 13F | 4J Wealth Management LLC | 38 183 | −9,43 | 859 | −9,21 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Old Port Advisors | 306 158 | 4,12 | 6 885 | 4,44 | ||||
| 2025-08-11 | 13F | HHM Wealth Advisors, LLC | 601 | 0,00 | 14 | 0,00 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 225 012 | 28,73 | 5 061 | 29,11 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 603 607 | −0,37 | 14 | 0,00 | ||||
| 2025-08-04 | 13F | Balentine LLC | 1 124 | 0,00 | 25 | 0,00 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 12 034 | −9,07 | 271 | −7,85 | ||||
| 2025-04-29 | 13F | Hm Payson & Co | 5 459 782 | 10,73 | 122 408 | 11,84 | ||||
| 2025-07-23 | 13F | Spectrum Asset Management, Inc. (NB/CA) | 27 636 | 27,58 | 622 | 28,04 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 177 282 | 8,39 | 3 987 | 8,73 | ||||
| 2025-07-17 | 13F | Stockman Wealth Management, Inc. | 185 876 | 5,99 | 4 180 | 6,33 | ||||
| 2025-07-07 | 13F | Greenfield Savings Bank | 12 232 | −3,78 | 275 | −3,51 | ||||
| 2025-08-07 | 13F | Hughes Financial Services, LLC | 96 333 | 3,02 | 2 160 | 3,25 | ||||
| 2025-07-23 | 13F | Country Club Bank /gfn | 18 236 | −4,83 | 410 | −4,66 | ||||
| 2025-08-15 | 13F | Howland Capital Management Llc | 114 338 | 17,93 | 2 571 | 18,32 | ||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 103 274 | 0,19 | 2 323 | 0,48 | ||||
| 2025-07-25 | 13F | 1858 Wealth Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | BCS Wealth Management | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Essential Planning, LLC. | 31 797 | 0,43 | 715 | 0,85 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 6 892 | 0,00 | 155 | 0,65 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 150 338 | 51,58 | 3 381 | 52,09 | ||||
| 2025-08-01 | 13F | Bank of Jackson Hole Trust | 3 282 | 0,00 | 74 | 0,00 | ||||
| 2025-07-09 | 13F | Chesley Taft & Associates LLC | 19 000 | 21,79 | 427 | 22,35 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 20 271 | 20,74 | 456 | 21,01 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 1 210 609 | −6,69 | 27 227 | −6,40 | ||||
| 2025-08-01 | 13F | Liberty Wealth Management Llc | 13 806 | 311 | ||||||
| 2025-08-11 | 13F | TRUE Private Wealth Advisors | 1 979 633 | 41,80 | 44 522 | 42,24 | ||||
| 2025-04-11 | 13F | Safeguard Financial, LLC | 25 199 | −2,56 | 565 | −1,74 | ||||
| 2025-08-14 | 13F | Hara Capital LLC | 7 876 | 0,00 | 177 | 0,57 | ||||
| 2025-07-07 | 13F | Trust Co | 10 164 | −9,85 | 229 | −9,52 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 94 912 | 12,63 | 2 135 | 12,97 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 31 390 | 0,00 | 706 | 0,28 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 118 | 3 | ||||||
| 2025-08-14 | 13F | Synovus Financial Corp | 116 825 | −7,13 | 2 628 | −6,84 | ||||
| 2025-08-08 | 13F | Woodley Farra Manion Portfolio Management Inc | 20 956 | 15,69 | 471 | 16,01 | ||||
| 2025-05-15 | 13F | Wealth Management Strategies, Inc. | 392 313 | 11,71 | 8 796 | 11 322,08 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 3 308 | 0,06 | 74 | 0,00 | ||||
| 2025-08-13 | 13F | Hamel Associates, Inc. | 10 469 | 235 | ||||||
| 2025-08-11 | 13F | Atlantic Private Wealth, LLC | 150 645 | 161,38 | 3 388 | 162,23 | ||||
| 2025-08-14 | 13F | UBS Group AG | 1 098 351 | 1,52 | 24 702 | 1,83 | ||||
| 2025-08-14 | 13F | Black Maple Capital Management LP | 12 500 | 281 | ||||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 89 591 | 2,00 | 2 | 100,00 | ||||
| 2025-08-14 | 13F | Wick Capital Partners, LLC | 144 309 | 353,16 | 657 | −7,85 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 10 845 | −92,50 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 26 116 | 19,38 | 587 | 19,80 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 489 138 | 138,74 | 11 | 150,00 | ||||
| 2025-08-28 | NP | NDOW - Anydrus Advantage ETF | 133 060 | 56,40 | 2 993 | 56,90 | ||||
| 2025-06-02 | 13F | SkyView Investment Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | BlackRock, Inc. | 188 755 | 19,90 | 4 245 | 20,29 | ||||
| 2025-07-14 | 13F | Mechanics Bank Trust Department | 107 500 | −1,15 | 2 418 | −0,86 | ||||
| 2025-08-13 | 13F | RFP Financial Group LLC | 29 350 | 11,40 | 660 | 11,86 | ||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 33 695 | 15,30 | 758 | 15,57 | ||||
| 2025-08-12 | 13F | Eldridge Investment Advisors, Inc. | 17 915 | 5,03 | 402 | 4,97 | ||||
| 2025-08-15 | 13F | Scissortail Wealth Management, LLC | 57 500 | 0,46 | 1 293 | 0,78 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 655 | 0,00 | 15 | 0,00 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 27 596 | 7,40 | 621 | 7,64 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 153 422 | 39,93 | 3 450 | 40,19 | ||||
| 2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 1 778 | 106,26 | 40 | 105,26 | ||||
| 2025-07-11 | 13F | Financial Advisory Corp | 782 545 | 0,73 | 17 599 | 1,04 | ||||
| 2025-08-12 | 13F | Reliant Wealth Planning | 59 077 | 10,87 | 1 329 | 11,22 | ||||
| 2025-07-31 | 13F | Keeler THomas Management LLC | 47 388 | 34,16 | 1 066 | 34,64 | ||||
| 2025-07-16 | 13F | Kerntke Otto McGlone Wealth Management Group | 58 481 | 64,09 | 1 315 | 64,58 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 1 456 004 | 23,90 | 32 746 | 24,29 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 1 223 237 | 428,19 | 27 511 | 429,85 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 623 275 | −0,36 | 14 017 | −0,05 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1 114 208 | 13,49 | 25 059 | 13,84 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 644 028 | 32,31 | 14 484 | 32,73 | ||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 97 110 | −0,65 | 2 184 | −0,32 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-18 | 13F/A | Kestra Investment Management, LLC | 17 328 | −43,91 | 390 | −43,79 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 2 057 | 0,00 | 0 | |||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 1 007 320 | 10,70 | 22 655 | 11,04 | ||||
| 2025-05-14 | 13F | Orion Portfolio Solutions, LLC | 42 069 | 0,00 | 936 | 0,00 | ||||
| 2025-05-08 | 13F | Shufro Rose & Co Llc | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Foundry Financial Group, Inc. | 59 461 | −9,63 | 1 337 | −9,36 | ||||
| 2025-08-12 | 13F | Titleist Asset Management, Llc | 364 074 | 7,14 | 8 188 | 7,48 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 104 496 | 3,38 | 2 350 | 3,71 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 564 728 | 0,83 | 12 705 | 1,14 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 3 555 | 99,94 | 80 | 102,56 | ||||
| 2025-08-05 | 13F | Fullcircle Wealth Llc | 37 683 | −4,53 | 845 | −4,84 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 109 052 | −1,04 | 2 453 | −0,73 | ||||
| 2025-06-23 | NP | LDRT - iShares iBonds 1-5 Year Treasury Ladder ETF | 175 421 | 200,00 | 3 959 | 204,07 | ||||
| 2025-08-05 | 13F | Hills Bank & Trust Co | 11 136 | 3,68 | 250 | 4,17 | ||||
| 2025-07-15 | 13F | Focused Wealth Management, Inc | 20 718 | 4,96 | 466 | 5,20 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 20 853 | −0,43 | 469 | −0,21 | ||||
| 2025-07-07 | 13F | Horizons Wealth Management | 42 259 | 5,00 | 950 | 5,32 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 237 998 | 5,93 | 5 353 | 6,25 | ||||
| 2025-08-13 | 13F | Boston Family Office Llc | 221 879 | 14,24 | 5 | 0,00 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 13 777 | −70,08 | 0 | −100,00 | ||||
| 2025-07-17 | 13F | Chatham Capital Group, Inc. | 483 379 | −0,20 | 10 871 | 0,11 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 17 689 | 12,78 | 398 | 13,11 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 346 068 | −9,41 | 7 783 | −9,12 | ||||
| 2025-08-12 | 13F | Boreal Capital Management LLC | 0 | 405 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 3 458 097 | −5,85 | 77 773 | −5,55 | ||||
| 2025-07-30 | 13F/A | Old Point Trust & Financial Services N A | 12 610 | 19,53 | 284 | 19,92 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 53 683 | 5,27 | 1 207 | 5,60 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 10 311 | 232 | ||||||
| 2025-08-14 | 13F | Vista Private Wealth Partners. LLC | 743 351 | 8,61 | 16 718 | 8,94 | ||||
| 2025-07-22 | 13F | MBL Wealth, LLC | 252 122 | −8,91 | 5 670 | −8,62 | ||||
| 2025-07-16 | 13F | MKT Advisors LLC | 560 719 | 3,34 | 12 560 | 3,16 | ||||
| 2025-07-25 | 13F | Heartland Bank & Trust Co | 19 101 | 8,19 | 430 | 8,61 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 177 646 | −4,03 | 3 995 | −3,73 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 1 196 483 | 55,61 | 26 909 | 56,10 | ||||
| 2025-04-28 | 13F | Novem Group | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Mattern Capital Management, Llc | 12 030 | 0,00 | 271 | 0,37 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 22 789 | 513 | ||||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 178 831 | 50,54 | 4 022 | 51,00 | ||||
| 2025-08-08 | 13F | Creative Planning | 44 303 | 0,00 | 996 | 0,30 | ||||
| 2025-07-25 | 13F | Hemington Wealth Management | 1 249 | 0,00 | 0 | |||||
| 2025-07-23 | 13F | BankPlus Trust Department | 1 057 | 0,00 | 24 | 0,00 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 88 270 | 5,64 | 1 985 | 5,98 | ||||
| 2025-07-14 | 13F | Conrad Siegel Investment Advisors, Inc. | 16 275 | −54,99 | 366 | −54,81 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 38 040 | 0,86 | 856 | 1,18 | ||||
| 2025-08-01 | 13F | Koss-Olinger Consulting, LLC | 23 218 | 0,90 | 522 | 1,16 | ||||
| 2025-08-05 | 13F | Gould Asset Management Llc /ca/ | 93 285 | 3,49 | 2 098 | 3,81 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 800 | 0,00 | 18 | 0,00 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 3 437 | −79,69 | 77 | −79,68 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 13 472 | 4,14 | 303 | 4,14 | ||||
| 2025-04-17 | 13F | Montecito Bank & Trust | 50 104 | 4,16 | 1 123 | 5,25 | ||||
| 2025-07-23 | 13F | Element Wealth, LLC | 39 326 | 10,37 | 884 | 10,78 | ||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 289 147 | 22,90 | 7 | 20,00 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 456 | 10 | ||||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 96 821 | 4,16 | 2 178 | 4,46 | ||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 29 022 | 0,00 | 653 | 0,31 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 105 012 | 5,10 | 2 | 0,00 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 17 007 | 6,54 | 382 | 7,00 | ||||
| 2025-07-24 | 13F | Eastern Bank | 1 150 | 0,00 | 26 | 0,00 | ||||
| 2025-07-24 | 13F/A | TFR Capital, LLC. | 88 052 | 23,48 | 1 980 | 23,90 | ||||
| 2025-08-08 | 13F | WASHINGTON TRUST Co | 12 294 | 0,00 | 276 | 0,36 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 55 | 1 | ||||||
| 2025-08-01 | 13F | Logan Capital Management Inc | 279 | 0,00 | 6 | 0,00 | ||||
| 2025-09-09 | 13F | Cambridge Financial Group, LLC | 24 035 | 2,76 | 541 | 3,05 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 175 439 | 80,65 | 3 925 | 80,41 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 327 520 | −12,61 | 7 366 | −12,34 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 19 117 | 2 149,06 | 1 | −100,00 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 144 005 | −36,08 | 3 239 | −35,89 | ||||
| 2025-08-01 | 13F | Brinker Capital Investments, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Journey Advisory Group, LLC | 782 504 | 1,51 | 17 599 | 1,82 | ||||
| 2025-08-04 | 13F | Jim Saulnier & Associates, Llc | 87 976 | 27,69 | 1 979 | 28,11 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 38 982 | 38,45 | 877 | 38,83 | ||||
| 2025-08-12 | 13F | Nemes Rush Group LLC | 61 | 1,67 | 1 | 0,00 | ||||
| 2025-08-14 | 13F | Eight 31 Financial Llc | 272 652 | 1,74 | 6 132 | 2,05 | ||||
| 2025-07-24 | 13F | Moseley Investment Management Inc | 9 439 | 212 | ||||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 20 631 | 0,16 | 464 | 0,65 | ||||
| 2025-07-15 | 13F | Highland Financial Advisors, LLC | 11 306 | 0,00 | 254 | 0,40 | ||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 67 374 | −18,28 | 2 | 0,00 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 2 820 | 1 900,00 | 63 | 2 000,00 | ||||
| 2025-04-22 | 13F | Mendota Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-08 | 13F | Gradient Investments LLC | 52 487 | 0,11 | 1 180 | 0,43 | ||||
| 2025-04-01 | 13F | Cornerstone Planning, LLC | 128 718 | 2 857 | ||||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 570 | 13 | ||||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 11 538 | 259 | ||||||
| 2025-07-11 | 13F | First PREMIER Bank | 745 | −4,49 | 0 | |||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 27 197 | 0,00 | 612 | 0,33 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Oakworth Capital, Inc. | 699 | 0,00 | 16 | 0,00 | ||||
| 2025-08-11 | 13F | FSA Wealth Management LLC | 92 | 2 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 40 206 | 904 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 61 134 | 436,73 | 1 375 | 438,82 | ||||
| 2025-08-07 | 13F | Beese Fulmer Investment Management, Inc. | 9 064 | 204 | ||||||
| 2025-07-18 | 13F | Precision Wealth Strategies, LLC | 10 176 | 229 | ||||||
| 2025-07-08 | 13F | Lowe Wealth Advisors, LLC | 1 300 | 0,00 | 29 | 0,00 | ||||
| 2025-08-12 | 13F | Associated Banc-corp | 84 305 | 20,92 | 1 896 | 21,31 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 48 772 | 115,40 | 1 097 | 116,17 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 36 | 1 | ||||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 9 466 | 0,00 | 213 | 0,00 | ||||
| 2025-07-22 | 13F | Mascoma Wealth Management LLC | 11 484 | 0,00 | 258 | 0,39 | ||||
| 2025-08-14 | 13F | Comerica Bank | 11 226 | −0,12 | 252 | 0,40 | ||||
| 2025-08-08 | 13F | Summitry Llc | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Actinver Wealth Management, Inc. | 15 702 | 8,61 | 353 | 8,95 | ||||
| 2025-08-14 | 13F | Connecticut Wealth Management, LLC | 12 845 | 289 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 161 425 | 4,73 | 3 630 | 5,07 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 748 226 | 2,25 | 16 828 | 2,57 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 12 942 | 0,00 | 291 | 0,34 | ||||
| 2025-08-07 | 13F | Fagan Associates, Inc. | 301 984 | −2,34 | 6 792 | −2,03 | ||||
| 2025-08-14 | 13F | Fmr Llc | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Resonant Capital Advisors, LLC | 11 483 | 0,00 | 258 | 0,39 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 879 | 58,95 | 20 | 58,33 | ||||
| 2025-07-31 | 13F | GLOBALT Investments LLC / GA | 2 883 167 | −2,14 | 64 842 | −1,84 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 24 976 | 35,19 | 562 | 35,51 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 18 056 | 31,14 | 406 | 31,82 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 65 529 | 11,04 | 1 | 0,00 | ||||
| 2025-07-11 | 13F | Trinity Wealth Management, LLC | 14 866 | 0,00 | 334 | 0,30 | ||||
| 2025-07-18 | 13F | Northstar Group, Inc. | 268 398 | 47,25 | 6 036 | 47,72 | ||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 5 638 | 10,53 | 127 | 10,53 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 488 | −20,52 | 11 | −23,08 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 324 827 | 5,17 | 7 305 | 5,50 | ||||
| 2025-08-14 | 13F | STAR Financial Bank | 93 867 | 10,76 | 2 111 | 11,11 | ||||
| 2025-07-08 | 13F | Legacy Private Trust Co. | 485 458 | 0,27 | 10 918 | 0,57 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 9 074 | −44,15 | 204 | −43,96 | ||||
| 2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 145 937 | 2,20 | 3 282 | 2,53 | ||||
| 2025-07-31 | 13F | Blake Schutter Theil Wealth Advisors, LLC | 24 021 | 0,00 | 540 | 0,37 | ||||
| 2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 446 695 | 19,67 | 10 046 | 20,05 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 9 145 | 0,00 | 206 | 0,00 | ||||
| 2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 17 514 | −1,64 | 0 | |||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 13 095 | 1,29 | 294 | 2,80 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 21 422 | 482 | ||||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 691 | 16 | ||||||
| 2025-07-23 | 13F | High Note Wealth, LLC | 400 | 9 | ||||||
| 2025-08-01 | 13F | Schmidt P J Investment Management Inc | 10 531 | 237 | ||||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 34 096 | −3,87 | 767 | −3,65 | ||||
| 2025-07-28 | 13F | Duncker Streett & Co Inc | 26 588 | 0,00 | 598 | 0,17 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 333 908 | 0,15 | 7 510 | 0,45 | ||||
| 2025-08-13 | 13F | Portland Global Advisors LLC | 114 149 | 7,03 | 2 567 | 7,36 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 17 844 | −1,68 | 401 | −1,23 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 31 628 | 3,57 | 711 | 3,95 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 8 965 | −33,82 | 202 | −33,66 | ||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 33 613 | 0,00 | 756 | 0,27 | ||||
| 2025-07-29 | 13F | Straight Path Wealth Management | 22 776 | 6,10 | 512 | 6,44 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 3 366 | 0,00 | 76 | 0,00 | ||||
| 2025-07-23 | 13F | Evexia Wealth Llc | 23 820 | −59,53 | 534 | −59,56 | ||||
| 2025-08-08 | 13F | TD Capital Management LLC | 2 075 | 1,02 | 47 | 0,00 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 535 727 | −13,94 | 12 049 | −13,66 | ||||
| 2025-07-22 | 13F | Autumn Glory Partners, LLC | 12 369 | −2,21 | 278 | −1,77 | ||||
| 2025-07-14 | 13F | Kfg Wealth Management, Llc | 14 353 | 8,78 | 323 | 9,15 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 26 439 | 0,00 | 595 | 0,34 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 694 099 | 7,54 | 15 610 | 7,87 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 595 846 | −0,19 | 13 329 | −0,41 | ||||
| 2025-07-09 | 13F | Krilogy Financial LLC | 460 867 | 0,96 | 10 365 | 1,27 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 700 | 0,00 | 16 | 0,00 | ||||
| 2025-07-29 | 13F | Carmel Capital Partners, LLC | 81 500 | 1 833 | ||||||
| 2025-07-16 | 13F | Rebalance, Llc | 171 673 | 141,32 | 3 861 | 142,16 | ||||
| 2025-07-21 | 13F | Crews Bank & Trust | 17 960 | 6,75 | 404 | 6,90 | ||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 140 820 | 21,91 | 3 167 | 22,33 | ||||
| 2025-08-11 | 13F | Midwest Professional Planners, LTD. | 132 541 | 50,01 | 2 981 | 50,51 | ||||
| 2025-08-06 | 13F | Cannon Financial Strategists, Inc. | 62 973 | 0,97 | 1 416 | 1,29 | ||||
| 2025-08-07 | 13F | Montag A & Associates Inc | 12 865 | 0,00 | 289 | 0,35 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 3 467 375 | 29,01 | 77 981 | 29,41 | ||||
| 2025-07-29 | 13F | Accretive Wealth Partners, LLC | 144 978 | 6,93 | 3 261 | 7,27 | ||||
| 2025-07-15 | 13F | Retireful, LLC | 133 060 | 2 993 | ||||||
| 2025-07-30 | 13F | Brookstone Capital Management | 9 220 | 207 | ||||||
| 2025-07-24 | 13F | Riverchase Wealth Management, Llc | 31 929 | 6,94 | 718 | 7,32 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 10 970 | 247 | ||||||
| 2025-08-05 | 13F | Sigma Planning Corp | 44 256 | 1,35 | 995 | 1,74 | ||||
| 2025-07-01 | 13F | Confluence Investment Management Llc | 467 115 | −0,71 | 10 505 | −0,40 | ||||
| 2025-07-30 | 13F | DecisionMap Wealth Management, LLC | 11 563 | 260 | ||||||
| 2025-08-08 | 13F | Mv Capital Management, Inc. | 604 366 | 2,51 | 13 592 | 2,84 | ||||
| 2025-07-24 | 13F | Lokken Investment Group LLC | 9 335 | 210 | ||||||
| 2025-07-25 | 13F | Stephens Consulting, LLC | 334 | 0,00 | 8 | 0,00 | ||||
| 2025-08-07 | 13F | Rossmore Private Capital | 9 014 | 0,00 | 203 | 0,00 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 15 264 | 343 | ||||||
| 2025-07-11 | 13F | Lantz Financial LLC | 117 662 | 17,41 | 2 646 | 17,81 | ||||
| 2025-07-21 | 13F | Asset Advisors Investment Management, LLC | 468 057 | 44,51 | 10 527 | 44,97 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 153 300 | 25,19 | 3 448 | 25,57 | ||||
| 2025-07-30 | 13F | Probity Advisors, Inc. | 234 722 | −14,82 | 5 279 | −14,55 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 33 383 | −5,05 | 751 | −4,82 | ||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Costello Asset Management, INC | 9 552 | −29,83 | 215 | −29,84 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Signature Wealth Management Group | 23 461 | −1,68 | 528 | −1,50 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 32 645 | 0,00 | 734 | 0,41 | ||||
| 2025-08-14 | 13F | Obsidian Personal Planning Solutions LLC | 361 985 | 15,22 | 8 141 | 14,82 | ||||
| 2025-08-01 | 13F | Transcend Wealth Collective, Llc | 40 318 | 0,00 | 907 | 0,33 | ||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 42 547 | 8,34 | 957 | 8,64 | ||||
| 2025-08-01 | 13F | Austin Private Wealth, LLC | 54 445 | 16,45 | 1 224 | 16,79 | ||||
| 2025-04-25 | 13F | Altus Wealth Group LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | AllSquare Wealth Management LLC | 31 726 | 0,00 | 714 | 0,28 | ||||
| 2025-05-12 | 13F | Kohmann Bosshard Financial Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 15 514 | 349 | ||||||
| 2025-08-04 | 13F | Assetmark, Inc | 631 | 14 | ||||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 12 538 | 15,71 | 282 | 16,12 | ||||
| 2025-07-11 | 13F | Shelton Wealth Management, Llc | 336 748 | 4,72 | 7 573 | 5,05 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 45 344 | 0,20 | 1 020 | 0,49 |
