Institusjonelt- og fondseierskap - Kjøpere
De største eierne som har åpnet nye posisjoner i iShares Trust - iShares MSCI ACWI ETF inkluderer Centennial Bank/AR/, Glenmede Investment Management, LP, Verum Partners LLC, Old Mission Capital Llc, Maseco Llp, TT Capital Management LLC, Secure Asset Management, LLC, Nuveen, LLC, Arkadios Wealth Advisors, Pettyjohn, Wood & White, Inc, Compass Investment Advisers LLC, Gutierrez Wealth Advisory, LLC, Midwestern Financial, LLC /IA, FSM Wealth Advisors, LLC, SageView Advisory Group, LLC, JPL Wealth Management, LLC, Gladstone Institutional Advisory LLC, Betterment LLC, Spreng Capital Management, Inc., og Exchange Capital Management, Inc. .
Denne siden viser endringer i eierstrukturen ved å liste opp institusjoner, fond og større aksjonærer som har økt sine eierandeler eller åpnet nye posisjoner i løpet av den siste rapporteringsperioden. Grønne rader indikerer nye posisjoner. Klikk på lenkeikonet for å se hele transaksjonshistorikken.
Oppgraderfor å låse opp premiumdata.
| Fildato | Kilde | Investor | Type | Gjennomsnittlig pris (estimert) |
Aksjer | Δ Aksjer (%) |
Rapportert verdi ($1000) | Verdi (%) | Portallokering (%) | |
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-08 | 13F | MTM Investment Management, LLC | 675 | 87 | ||||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 2 775 | 357 | ||||||
| 2025-07-25 | 13F | McNamara Financial Services, Inc. | 2 233 | 2,53 | 287 | 13,44 | ||||
| 2025-08-11 | 13F | Empirical Finance, LLC | 12 816 | 2,62 | 1 648 | 13,42 | ||||
| 2025-08-05 | 13F | Frederick Financial Consultants, LLC | 1 799 | 231 | ||||||
| 2025-07-21 | 13F | Cape Ann Savings Bank | 3 863 | 4,89 | 497 | 15,89 | ||||
| 2025-07-18 | 13F | BSW Wealth Partners | 30 907 | 0,16 | 3 975 | 10,67 | ||||
| 2025-07-23 | 13F | Schrum Private Wealth Management LLC | 1 761 | 0,06 | 227 | 10,78 | ||||
| 2025-07-16 | 13F | American National Bank | 500 | 64 | ||||||
| 2025-08-12 | 13F | Allen Capital Group, LLC | 2 873 | 12,23 | 369 | 24,24 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 81 059 | 18,25 | 10 424 | 30,66 | ||||
| 2025-08-14 | 13F | UBS Group AG | 962 858 | 76,26 | 123 824 | 94,75 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 100 | 13 | ||||||
| 2025-08-13 | 13F | Nyl Investors Llc | 86 771 | 4,29 | 11 159 | 15,23 | ||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 3 113 | 36,42 | 400 | 50,94 | ||||
| 2025-08-14 | 13F | Common Fund For Nonprofit Organizations | 518 042 | 14,45 | 66 620 | 26,45 | ||||
| 2025-08-13 | 13F | Vermillion & White Wealth Management Group, LLC | 129 | 0,78 | 17 | 14,29 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 44 800 | 33,33 | 5 761 | 47,34 | |||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 74 701 | 98,36 | 9 607 | 119,16 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 334 | 43 | ||||||
| 2025-07-22 | 13F | Gutierrez Wealth Advisory, LLC | 4 609 | 593 | ||||||
| 2025-08-04 | 13F | Balentine LLC | 5 774 | 8,03 | 742 | 19,29 | ||||
| 2025-07-25 | 13F | GFS Advisors, LLC | 202 200 | 15,92 | 26 003 | 28,08 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 29 195 | 3 754 | ||||||
| 2025-08-13 | 13F | North Berkeley Wealth Management, LLC | 82 510 | 0,24 | 10 611 | 10,75 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 5 584 | 17,14 | 736 | 30,27 | ||||
| 2025-08-11 | 13F | Y.D. More Investments Ltd | 10 299 | 69,11 | 1 323 | 86,72 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 61 171 | 5,36 | 7 867 | 16,41 | ||||
| 2025-07-31 | 13F | Warburton Capital Management, LLC | 2 399 | 0,76 | 0 | |||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 7 597 | 0,48 | 987 | 12,16 | ||||
| 2025-08-14 | 13F/A | Bank Julius Baer & Co. Ltd, Zurich | 342 137 | 3,74 | 43 999 | 7,87 | ||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 50 408 | 0,23 | 6 482 | 10,75 | ||||
| 2025-07-16 | 13F | Independent Wealth Network Inc. | 40 844 | 0,85 | 5 253 | 11,44 | ||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 43 644 | 67,27 | 5 613 | 84,85 | ||||
| 2025-08-14 | 13F | Tudor Investment Corp Et Al | 11 035 | 1 419 | ||||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 1 325 997 | 17,89 | 170 523 | 30,26 | ||||
| 2025-08-13 | 13F | Icon Advisers Inc/co | 1 500 | 193 | ||||||
| 2025-07-16 | 13F | Magnus Financial Group LLC | 4 107 | 0,07 | 528 | 10,69 | ||||
| 2025-07-28 | 13F | Aries Wealth Management | 21 074 | 0,09 | 2 710 | 10,61 | ||||
| 2025-07-31 | 13F | GenTrust, LLC | 5 998 | 0,17 | 771 | 10,78 | ||||
| 2025-08-15 | 13F | Great West Life Assurance Co /can/ | 413 286 | 18,89 | 53 | 32,50 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 4 571 | 0,86 | 588 | 11,39 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 11 575 | 23,19 | 1 517 | 38,79 | ||||
| 2025-08-14 | 13F | Windsor Advisory Group, LLC | 2 083 | 268 | ||||||
| 2025-08-14 | 13F | Old Mission Capital Llc | Call | 16 500 | 164 | |||||
| 2025-08-14 | 13F | GWM Advisors LLC | 11 138 | 1,70 | 1 432 | 12,40 | ||||
| 2025-08-08 | 13F | IMA Wealth, Inc. | 596 | 0,85 | 77 | 11,76 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 2 362 | 304 | ||||||
| 2025-07-10 | 13F | Sumitomo Mitsui DS Asset Management Company, Ltd | 11 725 | 290,83 | 1 508 | 331,81 | ||||
| 2025-08-14 | 13F | TT Capital Management LLC | 9 362 | 1 122 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-05 | 13F | Huntington National Bank | 618 | 10,38 | ||||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 1 792 945 | 132,43 | 230 573 | 156,81 | ||||
| 2025-08-08 | 13F | Evolution Wealth Advisors, LLC | 5 448 | 0,13 | 701 | 10,58 | ||||
| 2025-07-15 | 13F | Accurate Wealth Management, LLC | 4 313 | 0,02 | 560 | 16,91 | ||||
| 2025-08-12 | 13F | Boreal Capital Management LLC | 947 | 122 | ||||||
| 2025-08-12 | 13F | Pettyjohn, Wood & White, Inc | 5 405 | 695 | ||||||
| 2025-07-23 | 13F | RiverTree Advisors, LLC | 1 896 | 2,21 | 244 | 13,02 | ||||
| 2025-08-13 | 13F | Annandale Capital, LLC | 5 212 | 0,04 | 1 | |||||
| 2025-08-12 | 13F | Prudential Plc | 852 835 | 11,26 | 109 675 | 22,93 | ||||
| 2025-07-17 | 13F | Oak Family Advisors, Llc | 45 319 | 1 065,01 | 5 828 | 1 189,38 | ||||
| 2025-07-15 | 13F | Cassia Capital Partners, LLC | 2 671 | 7,57 | 343 | 19,10 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 55 041 | 15,84 | 7 | 40,00 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 6 289 | 246,69 | 809 | 282,94 | ||||
| 2025-07-21 | 13F | Ntv Asset Management Llc | 7 746 | 0,05 | 996 | 10,54 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 6 026 | 775 | ||||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 4 345 | 38,42 | 559 | 52,88 | ||||
| 2025-08-12 | 13F | Prudential Financial Inc | 73 100 | 1,95 | 8 937 | 7,08 | ||||
| 2025-08-14 | 13F | Fiduciary Trust Co | 8 821 | 0,05 | 1 134 | 10,53 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 28 413 | 6,65 | 3 654 | 17,87 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 2 103 | 270 | ||||||
| 2025-08-06 | 13F | Hoxton Planning & Management, LLC | 3 069 | 2,16 | 395 | 12,89 | ||||
| 2025-08-05 | 13F | Bridgewater Advisors Inc. | 2 548 | 7,42 | 334 | 20,22 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 11 145 | 22,51 | 1 433 | 35,44 | ||||
| 2025-08-13 | 13F | RFP Financial Group LLC | 28 846 | 1,98 | 3 710 | 12,67 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 2 082 | 268 | ||||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 279 639 | 1,04 | 36 294 | 12,67 | ||||
| 2025-08-14 | 13F | Vident Advisory, LLC | 6 730 | 0,01 | 866 | 10,47 | ||||
| 2025-08-14 | 13F | Qalhat Capital Ltd | 3 588 206 | 46,39 | 461 443 | 61,75 | ||||
| 2025-08-07 | 13F | Fund Evaluation Group, LLC | 18 456 | 1,34 | 2 373 | 11,99 | ||||
| 2025-08-14 | 13F | Betterment LLC | 2 584 | 0 | ||||||
| 2025-07-25 | 13F | Pathway Financial Advisors LLC | 244 292 | 6 875,79 | 31 416 | 7 618,67 | ||||
| 2025-07-17 | 13F | LVW Advisors, LLC | 3 248 | 5,56 | 418 | 16,48 | ||||
| 2025-07-15 | 13F | Beacon Investment Advisory Services, Inc. | 46 319 | 5 957 | ||||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 9 349 | 0,19 | 1 202 | 10,68 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 283 160 | 1,08 | 36 414 | 11,69 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 394 307 | 1,21 | 50 708 | 11,83 | ||||
| 2025-07-25 | 13F | Pandora Wealth, Inc. | 672 | 6,33 | 86 | 17,81 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 185 614 | 2,74 | 23 870 | 13,52 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 9 969 | 28,33 | 1 282 | 41,70 | ||||
| 2025-08-04 | 13F | AlphaStar Capital Management, LLC | 8 442 | 1 086 | ||||||
| 2025-07-22 | 13F | Old National Bancorp /in/ | 207 256 | 1 366,36 | 26 653 | 1 520,24 | ||||
| 2025-07-25 | 13F | Stonehage Fleming Financial Services Holdings Ltd | 19 426 | 25,04 | 2 498 | 38,16 | ||||
| 2025-07-29 | 13F | Balboa Wealth Partners | 2 560 | 1,23 | 329 | 11,90 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 20 947 | 20,01 | 2 694 | 32,59 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 6 031 | 0,48 | 776 | 11,03 | ||||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 160 085 | 36,26 | 20 587 | 50,56 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 17 674 | 2 273 | ||||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 8 586 | 27,82 | 1 104 | 41,36 | ||||
| 2025-08-13 | 13F | BCJ Capital Management, LLC | 6 656 | 0,77 | 856 | 11,46 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 3 274 | 9,28 | 421 | 20,98 | ||||
| 2025-07-15 | 13F | Financial Management Professionals, Inc. | 71 093 | 1 887,50 | 9 143 | 2 097,60 | ||||
| 2025-07-23 | 13F | Fluent Financial, LLC | 20 134 | 2 589 | ||||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 13 714 | 3,43 | 1 764 | 14,26 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 2 916 | 0,07 | 375 | 10,62 | ||||
| 2025-08-25 | NP | IOLZX - ICON EQUITY FUND Institutional Class | 1 500 | 193 | ||||||
| 2025-08-14 | 13F | Sand Hill Global Advisors, LLC | 42 046 | 6,24 | 5 407 | 17,39 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 925 215 | 35,08 | 118 983 | 49,25 | ||||
| 2025-07-29 | 13F | Aspiriant, Llc | 17 374 | 2,06 | 2 234 | 12,77 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 7 106 | 0,45 | 914 | 10,94 | ||||
| 2025-08-14 | 13F | Wetherby Asset Management Inc | 12 599 | 0,41 | 1 620 | 9,91 | ||||
| 2025-07-10 | 13F | P/E Global LLC | 2 215 307 | 0,64 | 285 | 10,94 | ||||
| 2025-07-28 | 13F | IFC Advisors LLC | 104 332 | 0,01 | 13 417 | 10,51 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 7 338 | 0,04 | 944 | 10,55 | ||||
| 2025-08-12 | 13F | Barings Llc | 37 409 | 38,60 | 4 811 | 53,14 | ||||
| 2025-08-13 | 13F | Leuthold Group, Llc | 1 716 | 221 | ||||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | 12 048 | 7,57 | 1 549 | 18,88 | ||||
| 2025-08-08 | 13F/A | Sequoia Financial Advisors, LLC | Call | 12 | ||||||
| 2025-08-13 | 13F | Boston Family Office Llc | 1 600 | 0 | ||||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 5 471 | 0,16 | 704 | 10,71 | ||||
| 2025-07-24 | 13F | Ashford Advisors, LLC | 123 362 | 0,49 | 15 864 | 11,04 | ||||
| 2025-08-12 | 13F | Choate Investment Advisors | 12 235 | 8,17 | 1 573 | 19,53 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 102 714 | 0,22 | 13 209 | 10,73 | ||||
| 2025-08-12 | 13F | Atlas Capital Advisors Llc | 12 285 | 0,37 | 1 580 | 10,88 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 104 316 | 0,13 | 13 415 | 10,63 | ||||
| 2025-07-15 | 13F | Retirement Income Solutions, Inc | 40 022 | 0,67 | 5 147 | 11,22 | ||||
| 2025-08-04 | 13F | Analyst IMS Investment Management Services Ltd. | 4 762 | 24,66 | 1 | |||||
| 2025-05-06 | 13F | JPL Wealth Management, LLC | 2 954 | 325 | ||||||
| 2025-08-06 | 13F | Capasso Planning Partners LLC | 7 810 | 25,12 | 1 004 | 38,29 | ||||
| 2025-07-29 | 13F | Spreng Capital Management, Inc. | 2 193 | 282 | ||||||
| 2025-08-07 | 13F | Americana Partners, LLC | 4 176 | 1,80 | 537 | 12,58 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 348 861 | 8,15 | 44 843 | 19,44 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 2 165 | 0,74 | 278 | 11,20 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 2 785 | 2,05 | 358 | 12,93 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 363 | 49,38 | 47 | 64,29 | ||||
| 2025-09-03 | 13F | American Trust | 3 913 | 503 | ||||||
| 2025-07-15 | 13F | Maseco Llp | 12 283 | 1 580 | ||||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 50 142 | 333,27 | 6 448 | 379,05 | ||||
| 2025-07-09 | 13F | Clarus Wealth Advisors | 17 381 | 1,86 | 2 240 | 16,48 | ||||
| 2025-07-29 | 13F | Cidel Asset Management Inc | 2 215 | 285 | ||||||
| 2025-04-09 | 13F | Compass Investment Advisers LLC | 4 780 | 562 | ||||||
| 2025-08-01 | 13F | Bessemer Group Inc | 493 941 | 56,52 | 64 | 75,00 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 4 692 | 25,76 | 603 | 38,94 | ||||
| 2025-07-22 | 13F | Unique Wealth, Llc | 93 044 | 15,46 | 11 965 | 27,57 | ||||
| 2025-08-07 | 13F | Winch Advisory Services, LLC | 181 | 0,56 | 23 | 15,00 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | Put | 20 600 | 54,89 | 42 | −56,70 | |||
| 2025-07-17 | 13F | Symmetry Partners, LLC | 2 337 | 15,92 | 301 | 28,21 | ||||
| 2025-07-09 | 13F | GSG Advisors LLC | 1 745 | 224 | ||||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | Call | 3 000 | 38 580 | |||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 13 828 | 3,88 | 2 | 0,00 | ||||
| 2025-07-17 | 13F | DiNuzzo Private Wealth, Inc. | 347 | 1,46 | 45 | 12,82 | ||||
| 2025-07-29 | 13F | Arcus Capital Partners, LLC | 20 040 | 3,35 | 2 577 | 14,23 | ||||
| 2025-07-28 | 13F | Naviter Wealth, LLC | 276 103 | 78,66 | 35 507 | 97,66 | ||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 3 644 | 6,30 | 469 | 17,29 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 272 062 | 4,44 | 34 987 | 15,40 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 309 446 | 18,29 | 39 795 | 30,70 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | Put | 1 000 000 | 128 600 | |||||
| 2025-08-13 | 13F | Cerity Partners LLC | 270 185 | 15,24 | 34 746 | 27,33 | ||||
| 2025-07-24 | 13F | Verger Capital Management LLC | 377 424 | 29,66 | 48 537 | 43,27 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 4 239 | 4,05 | 545 | 14,98 | ||||
| 2025-08-07 | 13F | Rathbone Brothers plc | 18 153 | 31,87 | 2 334 | 45,69 | ||||
| 2025-08-05 | 13F | American Capital Advisory, LLC | 211 | 0,48 | 27 | 12,50 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 542 081 | 8,35 | 69 712 | 19,72 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1 731 991 | 0,51 | 222 734 | 11,05 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 65 644 | 6,04 | 8 442 | 17,17 | ||||
| 2025-07-10 | 13F | YHB Investment Advisors, Inc. | 9 300 | 1,09 | 1 196 | 11,68 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | Put | 93 300 | 3,67 | 11 998 | 14,54 | |||
| 2025-07-30 | 13F | Bleakley Financial Group, LLC | 19 839 | 3,58 | 2 551 | 14,45 | ||||
| 2025-08-11 | 13F | Nomura Asset Management Co Ltd | 796 560 | 5,56 | 102 438 | 16,64 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | Call | 78 900 | 2,47 | 10 147 | 13,21 | |||
| 2025-07-15 | 13F | Verum Partners LLC | 48 235 | 6 203 | ||||||
| 2025-08-12 | 13F | Insigneo Advisory Services, Llc | 17 965 | 14,87 | 2 310 | 26,92 | ||||
| 2025-08-04 | 13F | AMG National Trust Bank | 12 548 | 0,04 | 1 614 | 10,56 | ||||
| 2025-08-01 | 13F | Transcend Wealth Collective, Llc | 6 656 | 0,18 | 856 | 10,61 | ||||
| 2025-07-03 | 13F | First Hawaiian Bank | 3 083 | 65,57 | 396 | 83,33 | ||||
| 2025-08-05 | 13F | K.J. Harrison & Partners Inc | 3 860 | 37,86 | 496 | 52,62 | ||||
| 2025-07-25 | 13F | ONE Advisory Partners, LLC | 3 763 | 0,78 | 496 | 14,29 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 307 346 | 22,19 | 39 525 | 35,00 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 5 339 | 66,12 | 687 | 83,42 | ||||
| 2025-04-22 | 13F | Shum Financial Group, Inc. | 11 614 | 1,97 | 1 352 | 0,97 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 86 103 | 1,05 | 11 073 | 11,65 | ||||
| 2025-08-13 | 13F | Hsbc Holdings Plc | 682 930 | 21,66 | 87 825 | 34,42 | ||||
| 2025-07-31 | 13F | BIP Wealth, LLC | 74 533 | 6,72 | 9 585 | 17,91 | ||||
| 2025-08-14 | 13F | Sagard Holdings Management Inc. | 250 | 32 | ||||||
| 2025-08-14 | 13F | Wellington Management Group Llp | 414 937 | 499,60 | 53 361 | 562,53 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 3 438 | 28,09 | 440 | 41,48 | ||||
| 2025-08-11 | 13F | Wescott Financial Advisory Group, LLC | 41 765 | 2,63 | 5 371 | 13,41 | ||||
| 2025-08-05 | 13F | Freestone Capital Holdings, LLC | 36 621 | 5,48 | 4 709 | 16,56 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 177 187 | 11,54 | 22 786 | 23,24 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 20 821 | 7,13 | 2 678 | 18,35 | ||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 3 234 | 29,05 | 416 | 42,61 | ||||
| 2025-07-10 | 13F | Secure Asset Management, LLC | 7 611 | 979 | ||||||
| 2025-07-09 | 13F | Westmount Partners, LLC | 1 770 | 0,11 | 228 | 10,73 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 81 492 | 0,11 | 10 480 | 10,61 | ||||
| 2025-07-09 | 13F | Christopher J. Hasenberg, Inc | 3 539 | 72,47 | 455 | 90,38 | ||||
| 2025-09-12 | 13F/A | Valeo Financial Advisors, LLC | 10 390 | 7,39 | 1 336 | 18,65 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 1 359 545 | 7,78 | 174 837 | 19,09 | ||||
| 2025-08-08 | 13F | Thrive Capital Management, LLC | 3 007 | 387 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 353 | 969,70 | 45 | 1 400,00 | ||||
| 2025-08-14 | 13F | Eight 31 Financial Llc | 5 514 | 1,04 | 709 | 11,65 | ||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 2 147 | 0,42 | 276 | 11,29 | ||||
| 2025-07-09 | 13F | PFW Advisors LLC | 25 022 | 1,82 | 3 218 | 12,48 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 20 562 | 0,92 | 2 644 | 11,51 | ||||
| 2025-07-11 | 13F | Diversified Trust Co | 35 245 | 0,07 | 4 533 | 10,56 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 1 677 | 216 | ||||||
| 2025-08-06 | 13F | Richard Bernstein Advisors LLC | 668 | 51,47 | 86 | 66,67 | ||||
| 2025-07-24 | 13F | Callan Family Office, LLC | 20 675 | 4,58 | 2 659 | 15,51 | ||||
| 2025-08-14 | 13F | Hirtle Callaghan & Co LLC | 46 051 | 147,17 | 5 922 | 173,15 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 4 816 | 1,28 | 619 | 11,93 | ||||
| 2025-07-10 | 13F | Oldfather Financial Services, LLC | 1 677 | 216 | ||||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 7 960 | 77,05 | 1 024 | 95,60 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 2 180 | 280 | ||||||
| 2025-07-24 | 13F | McKinley Carter Wealth Services, Inc. | 30 072 | 1 198,45 | 3 867 | 1 337,55 | ||||
| 2025-08-14 | 13F | Boston Private Wealth Llc | 1 943 | 250 | ||||||
| 2025-08-11 | 13F | Elequin Capital Lp | 1 457 | 187 | ||||||
| 2025-08-13 | 13F | Strategic Family Wealth Counselors, L.L.C. | 15 864 | 11,14 | 2 040 | 22,82 | ||||
| 2025-08-11 | 13F | Stonebrook Private Inc. | 8 858 | 1,44 | 1 139 | 12,11 | ||||
| 2025-07-17 | 13F | SC&H Financial Advisors, Inc. | 1 563 | 201 | ||||||
| 2025-07-29 | 13F | Wcm Investment Management, Llc | 1 412 | 181 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 2 804 | 14,12 | 361 | 25,87 | ||||
| 2025-08-07 | 13F | Gryphon Financial Partners LLC | 89 138 | 5,48 | 11 463 | 16,55 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 8 647 | 19,42 | 1 | |||||
| 2025-08-14 | 13F | Vivaldi Capital Management, LLC | 34 723 | 1,96 | 4 465 | 12,67 | ||||
| 2025-08-15 | 13F/A | Rakuten Securities, Inc. | 4 | 1 | ||||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 1 651 | 213 | ||||||
| 2025-08-28 | 13F | Midwestern Financial, LLC /IA | 4 488 | 577 | ||||||
| 2025-07-28 | 13F | Moran Wealth Management, LLC | 9 250 | 337,56 | 1 190 | 383,33 | ||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 3 288 | 432 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 328 876 | 24,96 | 42 293 | 38,07 | ||||
| 2025-08-13 | 13F | Dana Investment Advisors, Inc. | 5 328 | 9,72 | 685 | 21,24 | ||||
| 2025-08-14 | 13F | Fmr Llc | 61 076 | 1,04 | 7 854 | 11,64 | ||||
| 2025-07-17 | 13F | G&S Capital LLC | 12 912 | 6,72 | 1 660 | 17,90 | ||||
| 2025-08-14 | 13F | VPR Management LLC | 93 300 | 12,00 | 11 998 | 23,75 | ||||
| 2025-08-07 | 13F | Greystone Financial Group, LLC | 18 131 | 2,01 | 2 332 | 12,72 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 6 992 | 0,11 | 899 | 10,85 | ||||
| 2025-07-28 | 13F | Ckw Financial Group | 22 070 | 6,73 | 3 | 0,00 | ||||
| 2025-07-25 | 13F | St. Louis Trust Co | 24 015 | 0,11 | 3 088 | 10,60 | ||||
| 2025-08-13 | 13F | ASB Consultores, LLC | 16 330 | 29,07 | 2 100 | 42,66 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 2 077 | 267 | ||||||
| 2025-08-29 | 13F | Total Investment Management Inc | 1 444 | 186 | ||||||
| 2025-08-08 | 13F | SG Americas Securities, LLC | 87 253 | 2,67 | 11 | 22,22 | ||||
| 2025-07-09 | 13F | Procyon Private Wealth Partners, LLC | 36 728 | 4 723 | ||||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 477 135 | 11,82 | 61 360 | 23,55 | ||||
| 2025-07-16 | 13F | Ascent Capital Management, LLC | 1 577 | 203 | ||||||
| 2025-08-13 | 13F | Brown Advisory Inc | 492 387 | 5,37 | 63 321 | 16,43 | ||||
| 2025-08-06 | 13F | Adviser Investments LLC | 14 556 | 1,01 | 1 872 | 11,57 | ||||
| 2025-08-14 | 13F | Voya Investment Management Llc | 28 406 | 52,37 | 3 653 | 68,42 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 1 178 286 | 10,36 | 151 528 | 21,93 | ||||
| 2025-08-08 | 13F | Creative Planning | 52 432 | 4,95 | 6 743 | 15,96 | ||||
| 2025-08-04 | 13F | Amplius Wealth Advisors, LLC | 106 425 | 51,09 | 13 686 | 66,94 | ||||
| 2025-07-09 | 13F | Brand Asset Management Group, Inc. | 2 817 | 2,21 | 362 | 13,13 | ||||
| 2025-08-12 | 13F | Nuveen, LLC | 6 177 | 739 | ||||||
| 2025-08-13 | 13F | Avestar Capital, LLC | 123 295 | 160,84 | 15 856 | 188,22 | ||||
| 2025-07-23 | 13F | Drake & Associates, LLC | 183 227 | 4,25 | 23 563 | 15,18 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 495 | 607,14 | 64 | 687,50 | ||||
| 2025-08-28 | NP | RSGGX - Victory RS Global Fund Class A | 116 130 | 110,93 | 14 934 | 133,09 | ||||
| 2025-07-24 | 13F | NavPoint Financial, Inc. | 8 717 | 0,77 | 1 121 | 11,33 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 4 376 | 1,60 | 563 | 12,18 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 18 878 | 3,30 | 2 428 | 14,10 | ||||
| 2025-08-11 | 13F | Sierra Capital LLC | 8 857 | 0,52 | 1 | 0,00 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 66 422 | 832,76 | 8 542 | 931,52 | ||||
| 2025-08-11 | 13F | Bellwether Advisors, LLC | 5 524 | 3,00 | 710 | 13,96 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 243 976 | 1,15 | 31 375 | 11,76 | ||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 2 013 | 0,05 | 259 | 10,26 | ||||
| 2025-07-31 | 13F | FSM Wealth Advisors, LLC | 3 963 | 510 | ||||||
| 2025-07-17 | 13F | Summit Financial Strategies, Inc. | 2 351 | 13,25 | 302 | 25,31 | ||||
| 2025-07-22 | 13F | Three Bridge Wealth Advisors, LLC | 403 429 | 2,95 | 51 881 | 13,74 | ||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 54 483 | 3,86 | 6 341 | 2,89 | ||||
| 2025-07-21 | 13F | Atwater Malick LLC | 44 098 | 2,28 | 5 671 | 12,99 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 414 687 | 0,93 | 53 329 | 11,52 | ||||
| 2025-08-14 | 13F | Horizon Investments, LLC | 6 | 1 | ||||||
| 2025-07-29 | 13F | Activest Wealth Management | 16 369 | 39,13 | 2 105 | 53,76 | ||||
| 2025-08-05 | 13F | Centennial Bank/AR/ | 78 775 | 10 130 | ||||||
| 2025-08-14 | 13F | Partners Capital Investment Group, Llp | 385 120 | 49,93 | 49 526 | 65,67 | ||||
| 2025-08-01 | 13F | Banco Santander, S.A. | 385 710 | 62,70 | 49 602 | 79,76 | ||||
| 2025-04-09 | 13F | Sarasin & Partners LLP | 1 378 340 | 164 781 | ||||||
| 2025-08-11 | 13F | Ritter Daniher Financial Advisory LLC / DE | 1 443 | 20,75 | 186 | 33,09 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 70 000 | 9 002 | ||||||
| 2025-08-15 | 13F | Blue Chip Partners, Inc. | 2 025 | 10,11 | 260 | 21,50 | ||||
| 2025-08-07 | 13F | Tfo-tdc, Llc | 11 616 | 0,77 | 1 494 | 11,33 | ||||
| 2025-07-23 | 13F | Shell Asset Management Co | 0 | 0 | ||||||
| 2025-08-14 | 13F | Summit Trail Advisors, Llc | 14 733 | 1 895 | ||||||
| 2025-07-23 | 13F | Equitable Trust Co | 177 192 | 34,85 | 22 787 | 48,99 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 13 579 | 1,56 | 1 746 | 12,21 | ||||
| 2025-08-14 | 13F | Shepherd Kaplan Krochuk, Llc | 27 318 | 0,01 | 3 513 | 10,51 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 8 284 | 249,83 | 1 065 | 287,27 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 3 293 | 41,33 | 424 | 56,09 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 53 896 | 6 931 | ||||||
| 2025-08-14 | 13F | Archetype Wealth Partners | 26 307 | 2,33 | 3 | 50,00 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 17 967 | 2 311 | ||||||
| 2025-07-16 | 13F | Ayalon Holdings Ltd. | 231 772 | 0,31 | 30 | 11,54 | ||||
| 2025-08-13 | 13F | PineBridge Investments, L.P. | 72 850 | 18,14 | 9 369 | 30,53 | ||||
| 2025-08-15 | 13F | Northeast Financial Consultants Inc | 70 178 | 9 025 | ||||||
| 2025-07-22 | 13F | Capital Advisors Inc/ok | 934 498 | 1,37 | 120 176 | 12,00 | ||||
| 2025-07-23 | 13F | Intergy Private Wealth, LLC | 33 226 | 0,00 | 4 273 | 10,47 | ||||
| 2025-05-02 | 13F | BluePointe Capital Management, LLC | 104 716 | 74,63 | 12 188 | 72,99 | ||||
| 2025-07-28 | 13F | Morris Financial Concepts, Inc. | 270 | 6,30 | 35 | 17,24 | ||||
| 2025-08-11 | 13F | Bulltick Wealth Management, LLC | 1 795 | 231 | ||||||
| 2025-07-30 | 13F | Patten Group, Inc. | 7 708 | 5,26 | 991 | 16,31 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 14 183 | 365,32 | 1 825 | 413,80 | ||||
| 2025-08-11 | 13F | Lowe Brockenbrough & Co Inc | 498 695 | 547,91 | 64 132 | 615,92 | ||||
| 2025-07-09 | 13F | Catalyst Private Wealth, Llc | 25 199 | 40,53 | 3 241 | 55,32 | ||||
| 2025-08-14 | 13F | Toronto Dominion Bank | 500 000 | 64 300 | ||||||
| 2025-07-24 | 13F | Costello Asset Management, INC | 422 | 0,72 | 54 | 12,50 | ||||
| 2025-07-15 | 13F | Regatta Capital Group, Llc | 4 249 | 1,21 | 546 | 11,89 | ||||
| 2025-08-12 | 13F | Putnam Fl Investment Management Co | 3 194 | 3,97 | 411 | 14,85 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 437 | 103,26 | 56 | 124,00 | ||||
| 2025-07-07 | 13F | Wesbanco Bank Inc | 1 700 | 219 | ||||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 16 356 | 2 103 | ||||||
| 2025-08-13 | 13F | Allie Family Office LLC | 1 699 | 218 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 783 949 | 65,30 | 100 815 | 82,64 | ||||
| 2025-07-14 | 13F | Cherrydale Wealth Management, Llc | 10 555 | 0,76 | 1 357 | 11,32 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 3 751 | 26,47 | 482 | 39,71 | ||||
| 2025-07-24 | 13F | Lee Financial Co | 41 810 | 1,81 | 5 377 | 12,49 | ||||
| 2025-08-04 | 13F | Beirne Wealth Consulting Services, LLC | 52 005 | 10,00 | 6 688 | 21,56 | ||||
| 2025-08-14 | 13F | Dimension Capital Management Llc | 869 329 | 0,44 | 111 796 | 10,98 | ||||
| 2025-08-12 | 13F | Landing Point Financial Group, LLC | 10 120 | 77,61 | 1 301 | 96,23 | ||||
| 2025-07-28 | 13F | Rosenberg Matthew Hamilton | 786 | 101 | ||||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 18 019 | 1,35 | 2 317 | 11,99 | ||||
| 2025-08-06 | 13F | TKG Advisors, LLC | 2 831 | 0,78 | 364 | 11,66 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 52 191 | 31,52 | 6 712 | 45,32 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 12 922 | 4,51 | 1 662 | 15,43 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 5 439 | 0,02 | 699 | 10,43 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 135 | 2 600,00 | 17 | |||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 3 410 | 16,22 | 439 | 28,45 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 35 976 | 82,75 | 4 627 | 101,92 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 44 640 | 5,31 | 5 741 | 16,36 | ||||
| 2025-08-11 | 13F | Birnam Oak Advisors, LP | 276 800 | 0,73 | 35 596 | 11,30 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 22 296 | 2 867 | ||||||
| 2025-07-23 | 13F | Magnolia Capital Management Ltd | 1 665 | 0 | ||||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 1 | 0 | ||||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 23 658 | 16,62 | 3 042 | 28,84 | ||||
| 2025-07-30 | 13F | Phoenix Holdings Ltd. | 2 292 511 | 73 377,92 | 294 817 | 81 116,53 | ||||
| 2025-07-15 | 13F | DSG Capital Advisors, LLC | 3 452 | 18,54 | 444 | 31,07 | ||||
| 2025-08-07 | 13F | Apeiron RIA LLC | 6 661 | 1,54 | 857 | 12,19 | ||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 3 121 | 1,69 | 401 | 12,32 | ||||
| 2025-07-21 | 13F | HighMark Wealth Management LLC | 877 | 0,80 | 113 | 10,89 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 60 | 8 | ||||||
| 2025-07-10 | 13F | Klaas Financial Asset Advisors, LLC | 23 364 | 2,03 | 3 005 | 12,72 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 107 | 0,94 | 14 | 8,33 | ||||
| 2025-08-11 | 13F | Mill Creek Capital Advisors, LLC | 442 466 | 34,19 | 56 901 | 48,27 | ||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 1 617 | 208 | ||||||
| 2025-07-21 | 13F | Exchange Capital Management, Inc. | 1 865 | 240 | ||||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 16 607 | 4,17 | 2 136 | 15,09 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 28 700 | 24,24 | 3 691 | 37,28 | |||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 360 328 | 3,35 | 46 338 | 14,19 | ||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 13 096 | 256,94 | 1 524 | 253,60 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 5 509 | 0,04 | 708 | 10,63 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 62 372 | 2,14 | 8 021 | 12,86 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 1 568 | 202 | ||||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 59 | 8 | ||||||
| 2025-07-07 | 13F | RDA Financial Network | 23 436 | 0,79 | 3 014 | 11,35 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 108 514 | 5,81 | 14 | 18,18 | ||||
| 2025-07-15 | 13F | Sheets Smith Wealth Management | 7 029 | 1,43 | 904 | 12,03 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 233 607 | 30 042 | ||||||
| 2025-07-25 | 13F | Gibson Capital, LLC | 1 645 | 212 | ||||||
| 2025-08-13 | 13F | Consultiva Wealth Management, Corp. | 565 | 15,31 | 73 | 26,32 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 502 613 | 3,55 | 64 636 | 14,41 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | Call | 2 064 000 | 25,00 | 265 430 | 38,11 | |||
| 2025-08-13 | 13F | Victory Capital Management Inc | 128 506 | 59,81 | 16 526 | 76,57 | ||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 31 899 | 0,10 | 4 102 | 10,60 |
