Grunnleggende statistikk
| Institusjonelle eiere | 447 total, 447 long only, 0 short only, 0 long/short - change of −1,11% MRQ |
| Gjennomsnittlig porteføljeallokering | 0.2291 % - change of 0,49% MRQ |
| Institusjonelle aksjer (Long) | 25 739 650 (ex 13D/G) - change of −2,00MM shares −7,20% MRQ |
| Institusjonell verdi (Long) | $ 2 256 900 USD ($1000) |
Institusjonelt eierskap og aksjonærer
iShares Trust - iShares Global Tech ETF (US:IXN) har 447 institusjonelle eiere og aksjonærer som har sendt inn 13D/G- eller 13F-skjemaer til Securities Exchange Commission (SEC). Disse institusjonene eier til sammen 25,739,650 aksjer. De største aksjonærene inkluderer Fisher Asset Management, LLC, Bank Of America Corp /de/, Jpmorgan Chase & Co, Morgan Stanley, Wells Fargo & Company/mn, Green Harvest Asset Management LLC, Portfolio Strategies, Inc., FIL Ltd, Royal Bank Of Canada, and LPL Financial LLC .
iShares Trust - iShares Global Tech ETF (ARCA:IXN) 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 98,48 / share. Previously, on September 11, 2024, the share price was 79,67 / share. This represents an increase of 23,61% 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 | UMA Financial Services, Inc. | 5 531 | −13,13 | 511 | 5,81 | ||||
| 2025-07-22 | 13F | VAUGHAN & Co SECURITIES, INC. | 92 883 | −5,20 | 8 577 | 15,58 | ||||
| 2025-07-17 | 13F | Worth Financial Advisory Group, LLC | 13 985 | 2,47 | 1 291 | 24,98 | ||||
| 2025-07-24 | 13F | JB Capital LLC | 4 567 | −2,33 | 422 | 18,93 | ||||
| 2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 2 497 | 231 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 70 471 | 2,31 | 7 | 20,00 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 31 839 | −10,77 | 2 940 | 8,81 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Allworth Financial LP | 195 | 0,00 | 18 | 28,57 | ||||
| 2025-08-12 | 13F | Fca Corp /tx | 44 567 | 0,89 | 4 115 | 23,02 | ||||
| 2025-07-28 | 13F | Patten & Patten Inc/tn | 506 634 | 3,84 | 46 783 | 26,60 | ||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 85 | 0,00 | 8 | 16,67 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 287 287 | −4,03 | 27 | 18,18 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 6 690 | −78,77 | 618 | −74,14 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-07 | 13F | Retirement Wealth Solutions LLC | 3 | 0,00 | 0 | |||||
| 2025-07-15 | 13F | Accurate Wealth Management, LLC | 4 668 | 437 | ||||||
| 2025-08-05 | 13F | BCGM Wealth Management, LLC | 2 932 | −0,61 | 271 | 21,08 | ||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 100 | 0,00 | 8 | −12,50 | ||||
| 2025-07-16 | 13F | Highline Wealth Partners Llc | 735 | 0,00 | 68 | 21,82 | ||||
| 2025-07-28 | 13F | Frazier Financial Advisors, LLC | 322 | 0,00 | 30 | 20,83 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 8 511 | −3,45 | 786 | 17,69 | ||||
| 2025-08-06 | 13F | North Capital, Inc. | 1 008 | 0,00 | 93 | 22,37 | ||||
| 2025-08-14 | 13F | DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 326 382 | 14 762,57 | 30 138 | 18 055,42 | ||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Boston Research & Management Inc | 3 600 | 0,00 | 0 | |||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 850 539 | 0,03 | 78 540 | 21,96 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 65 961 | 2,14 | 6 156 | 25,86 | ||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 2 445 | −96,94 | 226 | 181,25 | ||||
| 2025-08-08 | 13F | Avalon Trust Co | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Transce3nd, LLC | 491 | −2,96 | 45 | 18,42 | ||||
| 2025-08-14 | 13F | Banque Transatlantique SA | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Center for Financial Planning, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 3 300 | 305 | ||||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 2 505 | 0,20 | 231 | 22,22 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 3 673 | 1,49 | 339 | 10,78 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 36 824 | 2,35 | 3 | 50,00 | ||||
| 2025-08-18 | 13F | Front Row Advisors LLC | 14 825 | −1,85 | 1 369 | 19,69 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 7 603 | −20,96 | 702 | −3,57 | ||||
| 2025-08-06 | 13F | Mascagni Wealth Management, Inc. | 2 179 | 201 | ||||||
| 2025-05-12 | 13F | Simplex Trading, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Sheets Smith Wealth Management | 15 811 | −3,52 | 1 460 | 17,57 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 438 | 40 | ||||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 10 541 | 183,67 | 973 | 246,26 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 890 | 0,00 | 82 | 22,39 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 9 954 | 0,13 | 919 | 22,21 | ||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 3 949 | 0,00 | 365 | 21,74 | ||||
| 2025-08-12 | 13F | RiverFront Investment Group, LLC | 3 000 | 277 | ||||||
| 2025-08-13 | 13F | Summit Financial, LLC | 6 667 | 616 | ||||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 30 590 | 2,11 | 2 825 | 24,46 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 354 | 0,00 | 33 | 23,08 | ||||
| 2025-08-14 | 13F | Van Eck Associates Corp | 85 | 0,00 | 0 | |||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 648 | 0,00 | 60 | 20,41 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 22 046 | 79,26 | 2 036 | 118,58 | ||||
| 2025-08-20 | 13F | Tull Financial Group, Inc. | 4 668 | 0,00 | 431 | 22,10 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 99 | −1,00 | 9 | 28,57 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 21 488 | 238,02 | 1 984 | 312,47 | ||||
| 2025-08-18 | 13F | Tactive Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 17 427 | 0,18 | 1 609 | 22,17 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 10 563 | 6,50 | 975 | 29,83 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 3 974 | −13,33 | 367 | 5,48 | ||||
| 2025-08-11 | 13F | Eq Llc | 31 143 | −8,12 | 2 876 | 12,00 | ||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 490 | 0,00 | 45 | 21,62 | ||||
| 2025-08-05 | 13F | W.G. Shaheen & Associates DBA Whitney & Co | 2 500 | 231 | ||||||
| 2025-05-14 | 13F | Orion Portfolio Solutions, LLC | 2 416 | 0,00 | 205 | 0,00 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 2 398 815 | 8,68 | 221 507 | 32,50 | ||||
| 2025-05-13 | 13F | Bulltick Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Long Run Wealth Advisors, LLC | 42 249 | 0,23 | 3 901 | 22,21 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 3 122 | 288 | ||||||
| 2025-07-02 | 13F | Dentgroup LLC | 20 747 | −3,01 | 1 916 | 18,21 | ||||
| 2025-08-13 | 13F | Pictet Asset Management Holding SA | 79 600 | 8,30 | 7 292 | 31,01 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 1 172 | −10,47 | 89 | −20,00 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 8 258 | −0,08 | 763 | 21,92 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 6 645 | 35,14 | 614 | 64,78 | ||||
| 2025-08-13 | 13F | Quadrant Capital Group Llc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Continuum Wealth Advisors, Llc | 5 760 | 0,00 | 532 | 21,79 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 119 | −58,82 | 11 | −52,38 | ||||
| 2025-07-29 | 13F | Aspiriant, Llc | 3 804 | 351 | ||||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 2 700 | 249 | ||||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 10 810 | 0,01 | 998 | 22,00 | ||||
| 2025-07-18 | 13F | Founders Capital Management | 266 | 0,00 | 25 | 20,00 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 154 529 | −10,13 | 14 | 7,69 | ||||
| 2025-07-17 | 13F | Patton Albertson Miller Group, Llc | 6 228 | −2,69 | 575 | 18,80 | ||||
| 2025-08-11 | 13F | Tidemark, LLC | 4 877 | −6,64 | 450 | 13,92 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 16 569 | −1,71 | 1 530 | 19,83 | ||||
| 2025-07-17 | 13F | James Hambro & Partners | 13 050 | 0,00 | 1 204 | 21,99 | ||||
| 2025-07-17 | 13F | Halbert Hargrove Global Advisors, Llc | 514 | 0,00 | 47 | 23,68 | ||||
| 2025-08-14 | 13F | Clark Capital Management Group, Inc. | 2 791 | 258 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 32 561 | 1,09 | 3 007 | 23,25 | ||||
| 2025-08-18 | 13F | Tyler-Stone Wealth Management | 9 242 | −7,41 | 853 | 12,83 | ||||
| 2025-08-14 | 13F | Icon Wealth Advisors, LLC | 25 550 | −26,09 | 2 359 | −9,89 | ||||
| 2025-08-04 | 13F | Keybank National Association/oh | 3 856 | 0,00 | 356 | 21,92 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 14 013 | −47,96 | 1 299 | −36,34 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 60 299 | −2,99 | 5 568 | 18,29 | ||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 330 | 30 | ||||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 13 498 | 0,86 | 1 246 | 23,00 | ||||
| 2025-07-24 | 13F | Brandywine Oak Private Wealth Llc | 14 872 | 0,00 | 1 373 | 21,94 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 149 234 | 0,17 | 13 780 | 22,12 | ||||
| 2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 75 279 | 1,18 | 6 951 | 23,35 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 3 036 | 0,00 | 291 | 27,07 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 1 702 | −0,58 | 0 | |||||
| 2025-07-22 | 13F | Knights of Columbus Asset Advisors LLC | 2 274 | 0,00 | 210 | 21,51 | ||||
| 2025-07-22 | 13F | Apexium Financial, Lp | 25 172 | −5,21 | 2 324 | 15,56 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 817 228 | −3,70 | 75 463 | 17,40 | ||||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 9 358 | 0,00 | 864 | 22,03 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 21 895 | 1,81 | 2 022 | 24,14 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 4 505 | −4,82 | 416 | 16,20 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 3 070 | 0 | ||||||
| 2025-07-22 | 13F | SOL Capital Management CO | 87 420 | 0,46 | 8 | 33,33 | ||||
| 2025-08-12 | 13F | Trexquant Investment LP | 3 229 | 7,31 | 298 | 31,28 | ||||
| 2025-08-12 | 13F | Vickerman Investment Advisors, Inc. | 131 603 | −1,35 | 12 152 | 20,27 | ||||
| 2025-07-23 | 13F | Richardson Capital Management LLC | 3 534 | 0,14 | 326 | 22,10 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 69 699 | −8,18 | 6 436 | 11,93 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 3 623 | −1,01 | 335 | 20,58 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 914 | −32,94 | 89 | −13,59 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 2 419 | −54,90 | 223 | −45,07 | ||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 876 | 0,00 | 81 | 21,21 | ||||
| 2025-05-06 | 13F | Bank Julius Baer & Co. Ltd, Zurich | 0 | −100,00 | 0 | |||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-08 | 13F | Arlington Trust Co LLC | 29 380 | 0,00 | 2 713 | 21,89 | ||||
| 2025-08-07 | 13F | Rathbone Brothers plc | 91 364 | −4,00 | 8 437 | 17,04 | ||||
| 2025-08-14 | 13F | C M Bidwell & Associates Ltd | 210 | 0,00 | 19 | 26,67 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 39 287 | −0,12 | 3 628 | 21,75 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 56 059 | 14,81 | 5 176 | 39,97 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 277 043 | 1,24 | 25 582 | 23,42 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 5 738 | −5,64 | 530 | 15,00 | ||||
| 2025-04-17 | 13F | Montecito Bank & Trust | 8 991 | 0,00 | 681 | −10,64 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 855 | 0,23 | 79 | 21,88 | ||||
| 2025-08-14 | 13F | Fmr Llc | 28 399 | −20,83 | 2 622 | −3,46 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 117 950 | 0,27 | 10 891 | 22,25 | ||||
| 2025-05-07 | 13F | Phoenix Holdings Ltd. | 0 | −100,00 | 0 | |||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 3 926 | −8,03 | 363 | 12,07 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Seascape Capital Management | 3 066 | 0,00 | 0 | |||||
| 2025-08-12 | 13F | Clearwater Capital Advisors, LLC | 10 521 | 0,00 | 972 | 21,98 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 2 591 | 241 | ||||||
| 2025-08-07 | 13F | Strategy Asset Managers Llc | 2 762 | −5,38 | 255 | 15,38 | ||||
| 2025-05-01 | 13F | Coastal Investment Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Pines Wealth Management, LLC | 10 295 | 3,14 | 961 | 46,34 | ||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 23 555 | 0,00 | 2 175 | 21,92 | ||||
| 2025-08-12 | 13F | Wayfinding Financial, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Kanawha Capital Management Llc | 2 611 | 241 | ||||||
| 2025-08-08 | 13F/A | Ignite Planners, LLC | 3 376 | 0,00 | 321 | 21,59 | ||||
| 2025-07-21 | 13F | Cardinal Strategic Wealth Guidance | 88 463 | 7,64 | 8 169 | 31,23 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 3 864 | −25,12 | 357 | −8,72 | ||||
| 2025-07-22 | 13F | Romano Brothers And Company | 3 865 | 0,00 | 357 | 21,92 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 30 494 | −1,07 | 2 816 | 20,61 | ||||
| 2025-04-30 | 13F | Brown Advisory Inc | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | NorthCrest Asset Manangement, LLC | 4 675 | −1,99 | 436 | 20,78 | ||||
| 2025-07-17 | 13F | Raleigh Capital Management Inc. | 281 | 160,19 | 26 | 212,50 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 6 882 | −7,18 | 636 | 13,19 | ||||
| 2025-08-18 | 13F | Goodman Advisory Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-16 | 13F | Union Bancaire Privee, UBP SA | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 200 393 | −0,08 | 18 496 | 21,77 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 8 483 | 13,74 | 783 | 38,83 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 12 355 | −0,48 | 1 | |||||
| 2025-07-31 | 13F | Brighton Jones Llc | 3 222 | −26,67 | 298 | −10,54 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 28 749 | −1,45 | 2 177 | −11,93 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 12 489 | −7,27 | 1 153 | 13,04 | ||||
| 2025-07-15 | 13F | Oxinas Partners Wealth Management LLC | 13 574 | −6,30 | 1 253 | 14,22 | ||||
| 2025-07-17 | 13F | Greenleaf Trust | 16 985 | 0,00 | 1 568 | 21,93 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 378 | 0,00 | 35 | 21,43 | ||||
| 2025-07-24 | 13F | Zullo Investment Group, Inc. | 2 811 | −1,06 | 260 | 20,47 | ||||
| 2025-04-29 | 13F | Onyx Bridge Wealth Group LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Rollins Financial Advisors, LLC | 88 090 | −10,61 | 8 134 | 8,99 | ||||
| 2025-04-01 | 13F | Massmutual Trust Co Fsb/adv | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Flaharty Asset Management, LLC | 625 | 0,00 | 58 | 21,28 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 27 267 | −4,62 | 2 518 | 16,26 | ||||
| 2025-07-31 | 13F | Forte Asset Management Llc | 14 614 | 0,00 | 1 349 | 21,97 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 318 | 0,00 | 29 | 20,83 | ||||
| 2025-07-09 | 13F | Graves-Light Private Wealth Management, Inc. | 3 000 | 0,00 | 277 | 22,03 | ||||
| 2025-07-29 | 13F | Tradewinds Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Compass Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 47 853 | −3,35 | 4 419 | 17,81 | ||||
| 2025-07-22 | 13F | Grimes & Company, Inc. | 2 579 | 238 | ||||||
| 2025-07-17 | 13F | Nicholson Meyer Capital Management, Inc. | 87 603 | 2,06 | 8 089 | 24,45 | ||||
| 2025-07-09 | 13F | Defined Wealth Management, Llc | 35 238 | −1,11 | 3 254 | 20,57 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 189 | 0,00 | 17 | 21,43 | ||||
| 2025-08-13 | 13F | Allium Financial Advisors, Llc | 7 286 | 0,00 | 673 | 21,96 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 1 272 | 0,00 | 117 | 21,88 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 22 767 | 0,15 | 2 102 | 22,14 | ||||
| 2025-05-12 | 13F | Benjamin Edwards Inc | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 2 444 | −24,36 | 226 | −7,79 | ||||
| 2025-08-01 | 13F | Delta Investment Management, LLC | 3 683 | −0,32 | 340 | 21,86 | ||||
| 2025-07-16 | 13F | MontVue Capital Management, Inc. | 4 968 | 20,79 | 459 | 47,27 | ||||
| 2025-07-11 | 13F | Caldwell Securities, Inc | 6 | 0,00 | 1 | |||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 15 121 | 5,29 | 1 396 | 28,43 | ||||
| 2025-08-07 | 13F | Commerce Bank | 5 482 | −5,86 | 506 | 14,74 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 14 008 | −5,68 | 1 293 | 15,04 | ||||
| 2025-08-08 | 13F | Empower Advisory Group, LLC | 5 948 | 42,36 | 549 | 73,73 | ||||
| 2025-08-13 | 13F | WealthTrust Axiom LLC | 5 539 | −11,84 | 511 | 7,58 | ||||
| 2025-05-06 | 13F | Guidance Capital, Inc | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | First Business Financial Services, Inc. | 3 143 | 0,00 | 290 | 21,85 | ||||
| 2025-08-08 | 13F | Creative Planning | 38 884 | 5,17 | 3 591 | 28,21 | ||||
| 2025-07-09 | 13F | Key Client Fiduciary Advisors, LLC | 2 660 | −15,29 | 246 | 3,38 | ||||
| 2025-08-08 | 13F | Capital Investment Counsel, Inc | 575 | 0,00 | 53 | 23,26 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 7 077 | 35,73 | 654 | 65,74 | ||||
| 2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic BlackRock Selects Managed Risk Portfolio (formerly Global Atlantic BlackRock Global Allocation Managed Risk Portfolio) Global Atlantic BlackRock Global Allocation Managed Risk Portfolio | 37 071 | −27,77 | 3 423 | −11,94 | ||||
| 2025-05-06 | 13F | Venturi Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Norden Group Llc | 2 280 | 211 | ||||||
| 2025-08-07 | 13F | Legacy Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Sound View Wealth Advisors Group, LLC | 3 500 | −22,22 | 323 | −5,00 | ||||
| 2025-05-19 | 13F | Heck Capital Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 866 | 0,00 | 80 | 21,54 | ||||
| 2025-07-18 | 13F | Marino, Stram & Associates Llc | 16 064 | 0,07 | 1 483 | 22,06 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 12 944 | −0,47 | 1 195 | 21,32 | ||||
| 2025-05-06 | 13F | Goodwin Investment Advisory | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 5 549 | 512 | ||||||
| 2025-08-06 | 13F | Adviser Investments LLC | 5 868 | −4,93 | 542 | 15,85 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 67 479 | 0,96 | 6 231 | 23,07 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 8 897 | 0,04 | 822 | 21,99 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 33 229 | 4,06 | 3 068 | 26,88 | ||||
| 2025-08-13 | 13F | PineBridge Investments, L.P. | 54 527 | −33,49 | 5 035 | −18,91 | ||||
| 2025-08-07 | 13F | Clarity Wealth Advisors, LLC | 2 807 | 0,00 | 259 | 22,17 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 6 840 | −62,20 | 632 | −58,84 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 3 022 | −9,14 | 279 | 11,16 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1 005 608 | −0,11 | 92 858 | 21,79 | ||||
| 2025-07-22 | 13F | Silvia Mccoll Wealth Management, Llc | 23 400 | 0,00 | 2 161 | 21,90 | ||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 250 | 0,00 | 0 | |||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Montag A & Associates Inc | 52 | 5 | ||||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 25 294 | −6,60 | 2 336 | 13,85 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 23 630 | −3,70 | 2 182 | 17,44 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 3 972 | 0,00 | 367 | 22,00 | ||||
| 2025-07-24 | 13F | Rice Partnership, LLC | 494 | 0,00 | 46 | 21,62 | ||||
| 2025-04-23 | 13F | Balboa Wealth Partners | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | Cambria Investment Management, L.P. | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Bordeaux Wealth Advisors LLC | 95 380 | 0,01 | 8 807 | 21,93 | ||||
| 2025-08-06 | 13F | Kcm Investment Advisors Llc | 4 348 | 55,95 | 401 | 90,05 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 78 811 | 51,64 | 7 278 | 84,88 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 2 913 | 0,00 | 269 | 21,82 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 9 019 | 0,31 | 861 | 25,51 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 16 790 | 7,13 | 1 550 | 30,69 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 166 | 0,00 | 15 | 25,00 | ||||
| 2025-07-15 | 13F | Financial Partners Group, Inc | 3 091 | 0,19 | 285 | 22,32 | ||||
| 2025-08-15 | 13F | Morse Asset Management, Inc | 1 000 | 0,00 | 92 | 22,67 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 407 702 | −6,42 | 38 | 15,63 | ||||
| 2025-08-06 | 13F | Stonebridge Financial Planning Group, LLC | 9 650 | −5,85 | 891 | 14,82 | ||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 3 300 | 0,00 | 250 | −10,75 | ||||
| 2025-07-24 | 13F | Certus Wealth Management, LLC | 16 133 | −0,06 | 1 490 | 10,71 | ||||
| 2025-07-31 | 13F | Cardinal Point Capital Management, ULC | 2 600 | 239 | ||||||
| 2025-08-08 | 13F | Strategies Wealth Advisors, LLC | 9 072 | 0,00 | 838 | 21,83 | ||||
| 2025-08-11 | 13F | Mill Creek Capital Advisors, LLC | 3 000 | 0,00 | 277 | 22,03 | ||||
| 2025-08-14 | 13F | Peak Asset Management, LLC | 3 076 | 0,00 | 284 | 22,41 | ||||
| 2025-04-21 | 13F | ORG Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Assetmark, Inc | 834 | −13,40 | 77 | 6,94 | ||||
| 2025-08-14 | 13F | Mairs & Power Inc | 3 150 | 0,00 | 291 | 21,85 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 564 | 18,74 | 52 | 48,57 | ||||
| 2025-07-10 | 13F | SK Wealth Management, LLC | 2 484 | 233 | ||||||
| 2025-07-16 | 13F | Plancorp, LLC | 2 693 | 0,00 | 249 | 22,17 | ||||
| 2025-07-11 | 13F/A | Umb Bank N A/mo | 1 955 | 0,00 | 181 | 21,62 | ||||
| 2025-08-01 | 13F | Milestone Asset Management Group, LLC | 7 050 | 0,09 | 651 | 21,95 | ||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 5 367 | 0,02 | 496 | 21,92 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 1 578 | −1,00 | 146 | 7,41 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 540 922 | −2,47 | 49 940 | 18,89 | ||||
| 2025-04-11 | 13F | Safeguard Financial, LLC | 6 662 | 505 | ||||||
| 2025-07-16 | 13F | Badgley Phelps Wealth Managers, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 19 129 | 7,85 | 1 766 | 31,50 | ||||
| 2025-04-21 | 13F | Janney Capital Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Deutsche Bank Ag\ | 4 139 | 0,00 | 382 | 22,04 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 2 400 | 79 | ||||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 1 221 | −18,82 | 113 | −0,88 | ||||
| 2025-04-22 | 13F/A | NorthRock Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Two West Capital Advisors LLC | 2 576 | −9,74 | 246 | 17,79 | ||||
| 2025-08-12 | 13F | Eldridge Investment Advisors, Inc. | 9 868 | 0,02 | 911 | 21,95 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 249 089 | 0,32 | 23 001 | 22,31 | ||||
| 2025-08-13 | 13F | M&t Bank Corp | 128 378 | 0,00 | 11 854 | 21,92 | ||||
| 2025-08-13 | 13F | Vermillion & White Wealth Management Group, LLC | 2 259 | 0,04 | 209 | 21,64 | ||||
| 2025-08-15 | 13F | High Falls Advisors, Inc | 4 576 | −8,30 | 423 | 11,94 | ||||
| 2025-07-16 | 13F | New Insight Wealth Advisors | 87 066 | −1,67 | 8 040 | 19,88 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 3 416 | −2,12 | 315 | 19,32 | ||||
| 2025-08-14 | 13F | Wealth Preservation Advisors, LLC | 1 060 | −1,40 | 98 | 19,75 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 246 | −13,38 | 23 | 4,76 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 3 108 | −10,35 | 287 | 9,16 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 81 963 | −2,55 | 7 568 | 18,81 | ||||
| 2025-07-28 | 13F | Acorn Financial Advisory Services Inc /adv | 2 334 | 216 | ||||||
| 2025-05-07 | 13F | Spectrum Wealth Counsel, LLC | 816 | 62 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 0 | −100,00 | 0 | |||||
| 2025-05-14 | 13F | Quartz Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 14 249 | 0,04 | 1 | 0,00 | ||||
| 2025-08-04 | 13F | Pinnacle Associates Ltd | 30 545 | −0,49 | 2 821 | 21,34 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 2 272 | −6,81 | 210 | 13,59 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 24 | 0,00 | 2 | 100,00 | ||||
| 2025-07-09 | 13F | Central Valley Advisors, Llc | 7 840 | 0,00 | 724 | 21,92 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 17 812 | 14,50 | 1 645 | 39,56 | ||||
| 2025-08-04 | 13F | 4J Wealth Management LLC | 3 372 | 0,60 | 311 | 22,92 | ||||
| 2025-07-09 | 13F | Reyes Financial Architecture, Inc. | 113 | 0,00 | 10 | 25,00 | ||||
| 2025-08-11 | 13F | Y.D. More Investments Ltd | 100 | 0,00 | 9 | 28,57 | ||||
| 2025-08-14 | 13F | UBS Group AG | 480 006 | 10,14 | 44 324 | 34,28 | ||||
| 2025-04-29 | 13F | Lee Danner & Bass Inc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 13 200 | 0,00 | 1 219 | 21,92 | ||||
| 2025-07-30 | 13F | Caliber Wealth Management, LLC / KS | 14 207 | −2,63 | 1 312 | 18,64 | ||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 16 652 | −8,77 | 1 538 | 10,34 | ||||
| 2025-05-14 | 13F | Keeley-Teton Advisors, LLC | 6 000 | 0,00 | 454 | −10,63 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 3 359 | 0,33 | 310 | 22,53 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Arcadia Wealth Management, LLC | 4 667 | 1,35 | 431 | 23,56 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 4 580 | −2,57 | 423 | 18,54 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 76 142 | −0,17 | 7 031 | 21,71 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | SG Americas Securities, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | L & S Advisors Inc | 3 013 | 0,00 | 278 | 21,93 | ||||
| 2025-08-01 | 13F | Yukon Wealth Management, Inc. | 14 148 | −0,46 | 1 306 | 21,38 | ||||
| 2025-07-28 | 13F | Cypress Wealth Services, LLC | 10 359 | −2,30 | 957 | 19,05 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 10 399 | 0,04 | 960 | 21,98 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 35 747 | 1,38 | 3 | 50,00 | ||||
| 2025-07-24 | 13F | MA Private Wealth | 25 348 | −0,80 | 2 341 | 20,93 | ||||
| 2025-04-28 | 13F | LFA - Lugano Financial Advisors SA | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Courier Capital Llc | 52 222 | −0,11 | 4 822 | 21,80 | ||||
| 2025-08-12 | 13F | Virtu Financial LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 282 | 0,00 | 26 | 23,81 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 56 027 | −3,39 | 5 174 | 17,78 | ||||
| 2025-07-10 | 13F | Sunflower Bank, N.A. | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Ntv Asset Management Llc | 24 990 | 0,00 | 2 308 | 21,93 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 12 600 | 0,00 | 1 163 | 21,91 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 4 787 | 10,43 | 442 | 34,76 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 4 048 | −30,95 | 374 | −15,80 | ||||
| 2025-07-14 | 13F | Abound Wealth Management | 219 | 0,00 | 20 | 25,00 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 370 | −20,60 | 34 | −5,71 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 761 | 0,13 | 70 | 22,81 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 17 749 | 70,03 | 1 639 | 107,34 | ||||
| 2025-08-14 | 13F | Banco BTG Pactual S.A. | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | 1 North Wealth Services Llc | 1 056 | 0,00 | 98 | 22,78 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 9 349 | 20,14 | 863 | 46,52 | ||||
| 2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 4 938 | −0,02 | 456 | 21,93 | ||||
| 2025-04-28 | 13F | Mainstream Capital Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 138 | 0,00 | 13 | 20,00 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 214 393 | 7,49 | 19 796 | 31,02 | ||||
| 2025-07-09 | 13F | Keystone Wealth Services, LLC | 9 394 | −6,38 | 867 | 14,23 | ||||
| 2025-08-13 | 13F | Marshall Wace, Llp | 8 562 | 791 | ||||||
| 2025-08-12 | 13F | Minot DeBlois Advisors LLC | 3 600 | −8,86 | 332 | 11,04 | ||||
| 2025-08-13 | 13F | Gamco Investors, Inc. Et Al | 6 000 | 554 | ||||||
| 2025-08-01 | 13F | Koss-Olinger Consulting, LLC | 16 157 | −5,83 | 1 492 | 14,69 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 4 504 | 1,74 | 416 | 23,88 | ||||
| 2025-08-13 | 13F | Sonoma Private Wealth LLC | 7 811 | −5,98 | 721 | 14,63 | ||||
| 2025-07-23 | 13F | Ironwood Financial, llc | 10 748 | 0,00 | 814 | 0,00 | ||||
| 2025-07-23 | 13F | Steel Peak Wealth Management LLC | 2 167 | 200 | ||||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 6 431 | 0,00 | 594 | 21,77 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 4 541 | 0,11 | 419 | 22,16 | ||||
| 2025-07-22 | 13F | Bay Harbor Wealth Management, LLC | 505 | −13,08 | 47 | 4,55 | ||||
| 2025-04-23 | 13F | International Assets Investment Management, Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-16 | 13F | Dakota Wealth Management | 17 807 | −0,90 | 1 644 | 20,88 | ||||
| 2025-07-23 | 13F | Next Level Wealth Planning, LLC | 3 079 | 284 | ||||||
| 2025-07-16 | 13F | Brown, Lisle/cummings, Inc. | 49 | 0,00 | 5 | 33,33 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 9 762 | 13,33 | 901 | 38,19 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 168 601 | −30,97 | 15 569 | −15,84 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 22 015 | 1,60 | 2 033 | 23,83 | ||||
| 2025-04-22 | 13F | Castleview Partners, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Kilter Group LLC | 1 853 | 171 | ||||||
| 2025-08-06 | 13F | Excalibur Management Corp | 4 850 | 0,00 | 448 | 21,80 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 1 408 | 1 146,02 | 0 | |||||
| 2025-07-16 | 13F | Maridea Wealth Management LLC | 13 067 | 15,48 | 1 207 | 40,72 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 1 874 | −5,54 | 172 | 14,00 | ||||
| 2025-07-23 | 13F | Values Added Financial LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Tableaux Llc | 34 427 | 603,60 | 1 917 | 418,11 | ||||
| 2025-08-13 | 13F | Bernardo Wealth Planning LLC | 33 946 | −1,44 | 3 | 50,00 | ||||
| 2025-07-25 | 13F | Northwest Capital Management Inc | 600 | 0,00 | 55 | 22,22 | ||||
| 2025-08-15 | 13F | Brooks, Moore & Associates, Inc. | 9 000 | 0,00 | 863 | 26,58 | ||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 9 202 | 29,37 | 850 | 57,81 | ||||
| 2025-07-14 | 13F | Narus Financial Partners, LLC | 12 028 | 0,00 | 1 111 | 21,84 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 40 312 | −1,49 | 3 707 | 19,66 | ||||
| 2025-07-15 | 13F | FLP Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 1 248 | 13,56 | 115 | 59,72 | ||||
| 2025-08-11 | 13F | VSM Wealth Advisory, LLC | 594 | 0,17 | 55 | 22,73 | ||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Portfolio Strategies, Inc. | 945 608 | −0,96 | 87 281 | 20,70 | ||||
| 2025-07-28 | 13F | Rosenberg Matthew Hamilton | 3 993 | 0,00 | 369 | 21,85 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 67 648 | −15,37 | 6 247 | 3,19 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 5 814 | −2,35 | 537 | 19,11 | ||||
| 2025-07-16 | 13F | Signature Resources Capital Management, LLC | 1 950 | 0,00 | 180 | 22,45 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 4 994 | 0,00 | 461 | 21,96 | ||||
| 2025-08-06 | 13F | Able Wealth Management LLC | 11 972 | −16,07 | 1 106 | 2,31 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 2 313 | 255,85 | 196 | 300,00 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 2 514 | −3,12 | 232 | 5,94 | ||||
| 2025-08-15 | 13F | Semmax Financial Advisors Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 5 880 | 7,63 | 543 | 31,23 | ||||
| 2025-08-13 | 13F | Balance Wealth, LLC | 14 640 | 4,98 | 1 352 | 27,94 | ||||
| 2025-08-07 | 13F | Summit X, LLC | 3 295 | −6,18 | 304 | 14,72 | ||||
| 2025-07-28 | 13F | Naviter Wealth, LLC | 2 700 | 0,00 | 249 | 22,06 | ||||
| 2025-07-30 | 13F | Clifford Swan Investment Counsel Llc | 2 427 | 224 | ||||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 110 541 | 1,04 | 10 207 | 23,20 | ||||
| 2025-07-09 | 13F | Byrne Asset Management LLC | 96 | 0,00 | 9 | 14,29 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 1 561 | 8,03 | 144 | 30,91 | ||||
| 2025-07-10 | 13F | Sharkey, Howes & Javer | 22 580 | −16,94 | 2 085 | 1,26 | ||||
| 2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 0 | −100,00 | 0 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 25 933 | 3,04 | 2 395 | 25,60 | ||||
| 2025-05-02 | 13F | Sachetta, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Tsfg, Llc | 192 | 0,00 | 0 | |||||
| 2025-07-10 | 13F | Charter Oak Capital Management, LLC | 39 979 | −4,43 | 3 692 | 16,51 | ||||
| 2025-07-29 | 13F | FLC Capital Advisors | 2 208 | 204 | ||||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 8 568 | 14,22 | 791 | 39,26 | ||||
| 2025-08-13 | 13F | Amundi | 260 100 | 0,00 | 24 023 | 28,56 | ||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 2 959 499 | 0,31 | 273 280 | 22,30 | ||||
| 2025-08-06 | 13F/A | Flagship Private Wealth, LLC | 50 808 | 1,27 | 4 692 | 23,45 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 3 768 | 0,00 | 348 | 21,75 | ||||
| 2025-07-24 | 13F | Advanced Asset Management Advisors Inc | 18 | 0,00 | 2 | 0,00 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 1 910 | −1,95 | 176 | 19,73 | ||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 20 | 0,00 | 2 | 0,00 | ||||
| 2025-07-09 | 13F | Intelligence Driven Advisers, LLC | 3 267 | 0,00 | 302 | 21,86 | ||||
| 2025-08-05 | 13F | Freestone Capital Holdings, LLC | 22 216 | −8,92 | 2 051 | 11,04 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Everett Harris & Co /ca/ | 5 666 | 0,00 | 523 | 21,91 | ||||
| 2025-07-11 | 13F | Windsor Capital Management, LLC | 6 300 | 0,00 | 582 | 21,80 | ||||
| 2025-07-16 | 13F | ORG Wealth Partners, LLC | 266 | 0,00 | 24 | 20,00 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 2 253 | 0,00 | 208 | 22,35 | ||||
| 2025-08-06 | 13F | Texas Yale Capital Corp. | 3 908 | 0,00 | 361 | 22,03 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 4 105 | −6,43 | 379 | 14,16 | ||||
| 2025-08-14 | 13F | Vista Capital Partners, Inc. | 3 839 | −18,28 | 354 | −0,28 | ||||
| 2025-07-11 | 13F | Mandatum Life Insurance Co Ltd | 6 076 | −13,82 | 561 | 5,25 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 50 493 | 31,13 | 4 663 | 59,88 | ||||
| 2025-08-06 | 13F | SP Asset Management LLC | 44 660 | 0,09 | 4 124 | 22,02 | ||||
| 2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 22 343 | −1,76 | 2 063 | 35,28 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 21 355 | 16,17 | 1 972 | 41,59 | ||||
| 2025-07-29 | 13F | Aire Advisors, Llc | 11 175 | 0,17 | 1 032 | 22,16 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 4 140 | −74,73 | 382 | −69,22 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 2 326 749 | −4,92 | 214 852 | 15,92 | ||||
| 2025-04-22 | 13F | Shum Financial Group, Inc. | 19 102 | 0,26 | 1 447 | −10,41 | ||||
| 2025-04-16 | 13F | Fortitude Family Office, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 3 595 | −4,46 | 332 | 16,14 | ||||
| 2025-07-24 | 13F | McKinley Carter Wealth Services, Inc. | 3 009 | 0,00 | 278 | 22,03 | ||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | PFS Partners, LLC | 373 | 0,00 | 34 | 21,43 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 2 739 | 253 | ||||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 6 285 | 2,75 | 580 | 25,27 | ||||
| 2025-08-13 | 13F | Colonial Trust Advisors | 294 | 0,00 | 27 | 22,73 | ||||
| 2025-07-31 | 13F | Burke & Herbert Bank & Trust Co | 24 328 | −0,82 | 2 246 | 20,95 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 4 810 | 33,76 | 444 | 63,24 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 2 971 | 274 | ||||||
| 2025-07-17 | 13F | Keystone Global Partners, LLC | 1 | 0,00 | 0 | |||||
| 2025-07-18 | 13F | Truist Financial Corp | 53 189 | 69,21 | 4 912 | 106,34 | ||||
| 2025-07-29 | 13F | Citizens Business Bank | 2 317 | 214 | ||||||
| 2025-08-12 | 13F | Cynosure Management, Llc | 9 611 | 0,00 | 887 | 22,01 | ||||
| 2025-07-28 | 13F | Morris Financial Concepts, Inc. | 375 | 0,00 | 35 | 21,43 | ||||
| 2025-08-07 | 13F | Flagship Wealth Advisors, Llc | 534 | 0,00 | 49 | 22,50 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1 958 | −57,96 | 181 | −49,58 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 1 070 526 | −0,74 | 98 852 | 21,02 | ||||
| 2025-07-23 | 13F | Slow Capital, Inc. | 39 385 | −9,58 | 3 637 | 10,25 | ||||
| 2025-07-29 | 13F | Mountain Capital Investment Advisors, Inc | 4 901 | −8,38 | 447 | 10,92 | ||||
| 2025-04-01 | NP | GMOM - Cambria Global Momentum ETF | 77 054 | −2,70 | 6 445 | 0,88 | ||||
| 2025-08-07 | 13F | Searle & Co. | 3 000 | 0,00 | 277 | 22,03 | ||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 4 414 | 0,00 | 408 | 21,86 | ||||
| 2025-05-07 | 13F | Vista Private Wealth Partners. LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 259 | 0,00 | 0 | |||||
| 2025-07-29 | 13F | Angeles Wealth Management, Llc | 1 420 | 0,00 | 131 | 22,43 | ||||
| 2025-08-11 | 13F | Traub Capital Management LLC | 1 860 | 172 | ||||||
| 2025-08-12 | 13F | Hanover Advisors Inc | 13 134 | −1,89 | 1 213 | 19,64 | ||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 2 891 | 0,35 | 267 | 22,02 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 92 636 | 11,83 | 8 486 | 35,28 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 84 181 | 7 773 | ||||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 4 811 | 6,60 | 444 | 30,21 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 4 901 | 9,67 | 453 | 33,73 | ||||
| 2025-04-14 | 13F | Park Avenue Securities Llc | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Ellis Investment Partners, LLC | 10 545 | 0,09 | 974 | 22,08 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 36 | 0,00 | 3 | 50,00 | ||||
| 2025-08-07 | 13F | PFG Advisors | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Hsbc Holdings Plc | 18 000 | 0,00 | 1 662 | 21,94 | ||||
| 2025-05-06 | 13F | Advisors Preferred, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Great Lakes Advisors, Llc | 2 790 | −49,75 | 258 | −38,81 | ||||
| 2025-08-12 | 13F | One Charles Private Wealth Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-27 | 13F | Barnes Wealth Management Group, Inc | 2 185 | 202 | ||||||
| 2025-07-25 | 13F | Concord Wealth Partners | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Addison Advisors LLC | 1 785 | −20,77 | 165 | −3,53 | ||||
| 2025-08-11 | 13F | Bellwether Advisors, LLC | 64 519 | −0,37 | 5 958 | 21,47 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 5 600 | −28,21 | 517 | −12,37 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 21 603 | −46,76 | 1 989 | −35,35 | ||||
| 2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 5 561 | −0,14 | 1 | |||||
| 2025-07-31 | 13F | Richards, Merrill & Peterson, Inc. | 450 | 0,00 | 42 | 20,59 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 4 942 | 0,00 | 456 | 21,93 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 13 313 | 24,05 | 1 229 | 51,35 | ||||
| 2025-07-09 | 13F | Pps&v Asset Management Consultants, Inc. | 2 400 | 222 | ||||||
| 2025-04-21 | 13F | Envestnet Portfolio Solutions, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Summit Wealth Group, LLC | 96 769 | 0,99 | 9 | 14,29 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 75 791 | −1,91 | 6 999 | 19,58 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 5 449 | 0,02 | 503 | 22,09 | ||||
| 2025-04-01 | NP | TRTY - Cambria Trinity ETF | 27 272 | 2,35 | 2 281 | 6,14 | ||||
| 2025-05-09 | 13F | Plan Group Financial, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 2 842 | 0,00 | 262 | 21,86 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 6 619 | 0,00 | 611 | 21,96 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 27 701 | 2 558 | ||||||
| 2025-08-12 | 13F | BlackRock, Inc. | 553 496 | −0,91 | 51 110 | 20,80 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 2 274 | 0,00 | 210 | 21,51 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 9 438 | 30,96 | 871 | 59,82 | ||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 450 | 0,00 | 42 | 20,59 | ||||
| 2025-07-30 | 13F | Patten Group, Inc. | 22 790 | −18,82 | 2 104 | −1,03 | ||||
| 2025-08-15 | 13F | Northeast Financial Consultants Inc | 12 217 | 0,00 | 1 128 | 21,95 | ||||
| 2025-08-13 | 13F | Schroder Investment Management Group | 19 645 | 2,61 | 1 814 | 25,10 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 10 910 | 0,00 | 1 007 | 20,89 | ||||
| 2025-07-02 | 13F | Marotta Asset Management | 34 347 | −10,24 | 3 172 | 0,41 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 15 914 | 0,19 | 1 469 | 22,11 | ||||
| 2025-07-30 | 13F | Berkeley Capital Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Bellecapital International Ltd. | 2 508 | 232 | ||||||
| 2025-08-14 | 13F | Gallagher Fiduciary Advisors, LLC | 3 720 | 0,00 | 344 | 22,06 | ||||
| 2025-07-14 | 13F | Sterling Group Wealth Management, LLC | 11 451 | −89,13 | 1 057 | −86,75 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | FIL Ltd | 877 013 | −26,34 | 80 983 | −10,19 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 6 436 | 0,05 | 594 | 21,97 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 3 300 | −19,51 | 305 | −1,94 | |||
| 2025-07-11 | 13F | Thomasville National Bank | 3 751 | 0,00 | 346 | 21,83 | ||||
| 2025-07-15 | 13F | Patriot Investment Management Inc. | 15 157 | 0,00 | 1 400 | 21,97 | ||||
| 2025-07-24 | 13F | PDS Planning, Inc | 3 426 | 0,00 | 316 | 22,01 | ||||
| 2025-07-22 | 13F | Marks Group Wealth Management, Inc | 36 645 | −38,30 | 3 384 | −24,79 | ||||
| 2025-08-13 | 13F | Keystone Financial Group | 22 526 | 3,57 | 2 090 | 26,90 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 266 994 | −1,64 | 24 654 | 19,92 | ||||
| 2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 7 045 | −0,20 | 651 | 21,72 | ||||
| 2025-07-15 | 13F | Pictet North America Advisors SA | 19 180 | −16,24 | 1 771 | 2,13 | ||||
| 2025-05-15 | 13F | Gts Securities Llc | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 13 989 | 0,42 | 1 292 | 22,37 | ||||
| 2025-05-02 | 13F | Larson Financial Group LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-13 | 13F | Green Harvest Asset Management LLC | 946 863 | −50,92 | 87 433 | −40,16 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 50 193 | 0,61 | 4 635 | 22,66 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 85 375 | 16,83 | 7 883 | 42,45 | ||||
| 2025-04-25 | 13F | Perissos Private Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Shira Ridge Wealth Management | 91 542 | −8,87 | 8 453 | 11,09 | ||||
| 2025-07-23 | 13F | Hager Investment Management Services, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 106 432 | −62,76 | 9 828 | −54,61 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 833 | −93,63 | 77 | −92,32 | ||||
| 2025-07-28 | 13F | Lunt Capital Management, Inc. | 8 006 | −3,26 | 739 | 18,05 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 1 423 | 131 | ||||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 4 788 | 7,77 | 442 | 31,55 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 0 | −100,00 | 0 | |||||
| 2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | −100,00 | 0 |
