Grundlæggende statistik
| Institutionelle ejere | 179 total, 179 long only, 0 short only, 0 long/short - change of 26,06% MRQ |
| Gennemsnitlig porteføljeallokering | 1.1887 % - change of -8,70% MRQ |
| Institutionelle aktier (lange) | 19.571.368 (ex 13D/G) - change of 1,99MM shares 11,32% MRQ |
| Institutionel værdi (lang) | $ 1.208.459 USD ($1000) |
Institutionelt ejerskab og aktionærer
Dimensional ETF Trust - Dimensional US Core Equity 1 ETF (US:DCOR) har 179 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 19,571,368 aktier. Største aktionærer omfatter Pure Financial Advisors, Inc., DFAW - Dimensional World Equity ETF, Your Advocates Ltd., LLP, C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors, Brighton Jones Llc, Private Advisor Group, LLC, Rather & Kittrell, Inc., Resources Investment Advisors, LLC., Monograph Wealth Advisors, Llc, and LRI Investments, LLC .
Dimensional ETF Trust - Dimensional US Core Equity 1 ETF (ARCA:DCOR) institutionel ejerskabsstruktur viser aktuelle positioner i virksomheden efter institutioner og fonde, samt seneste ændringer i positionsstørrelse. Større aktionærer kan omfatte individuelle investorer, investeringsforeninger, hedgefonde eller institutioner. Skema 13D angiver, at investoren besidder (eller besidder) mere end 5 % af virksomheden og har til hensigt (eller har til hensigt at) aktivt at forfølge en ændring i forretningsstrategi. Skema 13G indikerer en passiv investering på over 5%.
The share price as of September 12, 2025 is 71,34 / share. Previously, on September 16, 2024, the share price was 61,98 / share. This represents an increase of 15,10% over that period.
Fondens stemningsscore
Fund Sentiment Score (fka Ownership Accumulation Score) finder de aktier, der bliver mest købt af fonde. Det er resultatet af en sofistikeret, multi-faktor kvantitativ model, der identificerer virksomheder med de højeste niveauer af institutionel akkumulering. Scoringsmodellen bruger en kombination af den samlede stigning i oplyste ejere, ændringerne i porteføljeallokeringer i disse ejere og andre målinger. Tallet går fra 0 til 100, hvor højere tal indikerer et højere niveau af akkumulering for sine jævnaldrende, og 50 er gennemsnittet.
Opdateringsfrekvens: Dagligt
Se Ownership Explorer, som giver en liste over højest rangerende virksomheder.
Institutionel Put/Call-forhold
Ud over at indberette standardaktie- og gældsudstedelser skal institutter med mere end 100 mill. aktiver under forvaltning også oplyse deres put- og call-optionsbeholdninger. Da salgsoptioner generelt indikerer negativ stemning, og købsoptioner indikerer positiv stemning, kan vi få en fornemmelse af den overordnede institutionelle stemning ved at plotte forholdet mellem put og kald. Diagrammet til højre viser det historiske put/call-forhold for dette instrument.
Brug af Put/Call Ratio som en indikator for investorernes stemning overvinder en af de vigtigste mangler ved at bruge totalt institutionelt ejerskab, som er, at en betydelig mængde af aktiver under forvaltning investeres passivt for at spore indekser. Passivt forvaltede fonde køber typisk ikke optioner, så indikatoren for put/call-forholdet følger mere nøje følelsen af aktivt forvaltede fonde.
13F og NPORT arkivering
Detaljer om 13F-arkivering er gratis. Detaljer om NP-ansøgninger kræver et premium-medlemskab. Grønne rækker angiver nye positioner. Røde rækker angiver lukkede positioner. Klik på linket ikon for at se den fulde transaktionshistorik.
Opgrader
for at låse premium-data op og eksportere til Excel 
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| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 185.113 | 293,28 | 12.376 | 328,83 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 644.970 | 19,73 | 43.116 | 30,51 | ||||
| 2025-06-26 | NP | DFAW - Dimensional World Equity ETF | 1.942.271 | 15,13 | 117.080 | 4,89 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 5.265 | 0,00 | 358 | 11,18 | ||||
| 2025-07-23 | 13F | Hardy Reed LLC | 282.278 | 16,42 | 18.870 | 26,90 | ||||
| 2025-07-11 | 13F | Colorado Capital Management, Inc. | 4.602 | 29,56 | 0 | |||||
| 2025-07-31 | 13F | Aspen Capital Management, LLC | 84.133 | -14,96 | 5.624 | -7,30 | ||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 22.647 | 0,16 | 1.514 | 9,16 | ||||
| 2025-08-08 | 13F | Your Advocates Ltd., LLP | 1.005.411 | 2,67 | 67.212 | 11,91 | ||||
| 2025-07-11 | 13F | Andrews, Lucia Wealth Management Llc | 6.647 | 444 | ||||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 853.734 | 3,84 | 57.072 | 12,77 | ||||
| 2025-08-11 | 13F | WPWealth LLP | 20.148 | 150,57 | 1.347 | 173,02 | ||||
| 2025-08-06 | 13F | Cloud Capital Management, LLC | 71.684 | -4,05 | 5 | 0,00 | ||||
| 2025-08-11 | 13F | Goodman Financial Corp | 23.600 | 0,00 | 1.578 | 8,98 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 29.396 | 203,05 | 1.965 | 230,81 | ||||
| 2025-08-05 | 13F | WorthPointe, LLC | 3.465 | 0,26 | 232 | 9,48 | ||||
| 2025-07-11 | 13F | Quantum Financial Advisors, LLC | 239.017 | -11,46 | 15.978 | -3,49 | ||||
| 2025-07-28 | 13F | RCS Financial Planning, LLC | 10.104 | -1,44 | 675 | 7,48 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3.434 | 0,00 | 230 | 9,05 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 117.732 | 7,93 | 7.870 | 17,64 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 66.336 | 1,13 | 4.435 | 13,23 | ||||
| 2025-07-25 | 13F | Investment Advisory Group, LLC | 43.982 | 24,68 | 2.940 | 35,92 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 8.540 | 571 | ||||||
| 2025-07-17 | 13F | SC&H Financial Advisors, Inc. | 327.338 | 88,93 | 21.883 | 105,93 | ||||
| 2025-07-25 | 13F | LRI Investments, LLC | 407.930 | 224,34 | 27.270 | 253,56 | ||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 5.440 | 11,68 | 364 | 21,81 | ||||
| 2025-04-15 | 13F | Signet Financial Management, Llc | 0 | -100,00 | 0 | |||||
| 2025-07-03 | 13F | Fiduciary Financial Group, Llc | 10.511 | 0,35 | 706 | 17,89 | ||||
| 2025-08-07 | 13F | Prospect Financial Group LLC | 113.224 | 7.569 | ||||||
| 2025-08-14 | 13F | Essential Planning, LLC. | 45.014 | 44,33 | 3.009 | 57,37 | ||||
| 2025-07-23 | 13F | Morton Capital Management LLC/CA | 101.954 | 42,97 | 6.816 | 55,84 | ||||
| 2025-07-22 | 13F | Yardley Wealth Management LLC | 6.788 | 16,13 | 0 | |||||
| 2025-07-18 | 13F | BCO Wealth Management LLC | 358.149 | 3,75 | 23.942 | 13,09 | ||||
| 2025-08-08 | 13F | Truepoint, Inc. | 91.843 | 77,86 | 6.140 | 93,90 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 15.123 | 0,00 | 1.011 | 8,95 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-04 | 13F | Hutchinson Capital Management/ca | 4.180 | 279 | ||||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 8.031 | 537 | ||||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 137 | 9 | ||||||
| 2025-08-13 | 13F | American Investment Services, Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 79.870 | 1,47 | 5.339 | 10,20 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 42.220 | 7,27 | 2.822 | 16,95 | ||||
| 2025-07-17 | 13F | XY Planning Network, Inc. | 13.178 | 86,18 | 881 | 102,76 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 895 | 60 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 33.181 | 54,74 | 2.218 | 68,67 | ||||
| 2025-04-18 | 13F | Global Trust Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-17 | 13F | Heritage Investment Group, Inc. | 134.163 | 614,89 | 8.969 | 679,83 | ||||
| 2025-07-21 | 13F | Sageworth Trust Co | 296.687 | 23,13 | 19.834 | 34,22 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 132.141 | -5,36 | 8.834 | 3,15 | ||||
| 2025-07-10 | 13F | Strathmore Capital Advisors, Inc. | 35.009 | 102,56 | 2.377 | 114,53 | ||||
| 2025-08-14 | 13F | UBS Group AG | 0 | -100,00 | 0 | |||||
| 2025-07-17 | 13F | Mustard Seed Financial, LLC | 3.239 | 217 | ||||||
| 2025-08-13 | 13F | Millstone Evans Group, LLC | 12.044 | -65,50 | 805 | -62,40 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 328.949 | 26,25 | 21.990 | 37,61 | ||||
| 2025-08-14 | 13F | Betterment LLC | 279.263 | 1,37 | 19 | 12,50 | ||||
| 2025-07-24 | 13F | Wealth Advisors Northwest LLC | 13.428 | 51,88 | 898 | 65,50 | ||||
| 2025-08-07 | 13F | Keystone Financial Services | 3.582 | 0,11 | 239 | 9,13 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 35.978 | 49,24 | 2.405 | 62,72 | ||||
| 2025-07-29 | 13F | Financial Symmetry Inc | 3.061 | 205 | ||||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 626 | 0,16 | 42 | 10,81 | ||||
| 2025-08-12 | 13F | Eldridge Investment Advisors, Inc. | 54.423 | 4,14 | 3.638 | 13,51 | ||||
| 2025-07-09 | 13F | GEM Asset Management, LLC | 4.462 | 301 | ||||||
| 2025-07-22 | 13F | Firethorn Wealth Partners, Llc | 13.530 | 0,85 | 905 | 9,98 | ||||
| 2025-07-14 | 13F | ABLE Financial Group, LLC | 109.007 | 7.287 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 4.703 | 14,40 | 314 | 24,60 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 41 | 0,00 | 3 | 0,00 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 66.831 | -35,57 | 4.468 | -29,78 | ||||
| 2025-08-08 | 13F | CWS Financial Advisors, LLC | 6.134 | -1,98 | 410 | 7,05 | ||||
| 2025-08-08 | 13F | SageOak Financial, LLC | 262.918 | 15,15 | 17.576 | 25,52 | ||||
| 2025-08-14 | 13F | STAR Financial Bank | 17.804 | 3,55 | 1.190 | 12,90 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 5.567 | -58,74 | 372 | -55,02 | ||||
| 2025-07-14 | 13F | Kfg Wealth Management, Llc | 303.016 | 2,98 | 20.257 | 12,25 | ||||
| 2025-07-14 | 13F | Financial Harvest, LLC | 3.777 | 252 | ||||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 10.425 | -79,96 | 697 | -78,18 | ||||
| 2025-07-29 | 13F | Fundamentun, Llc | 351.460 | 608,07 | 23.495 | 671,85 | ||||
| 2025-07-21 | 13F | Triad Wealth Partners, LLC | 8.924 | 597 | ||||||
| 2025-08-12 | 13F | Rather & Kittrell, Inc. | 476.709 | 17,16 | 31.868 | 27,70 | ||||
| 2025-07-18 | 13F | Fmb Wealth Management | 43.097 | 1,22 | 2.881 | 10,34 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 45.442 | -1,88 | 3.038 | 6,94 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 339 | 23 | ||||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 69.131 | 4,00 | 4.621 | 13,37 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 1.878 | 0,00 | 126 | 8,70 | ||||
| 2025-07-15 | 13F | Maseco Llp | 7.029 | 470 | ||||||
| 2025-07-29 | 13F | Wealthstream Advisors, Inc. | 6.748 | -5,02 | 451 | 3,68 | ||||
| 2025-08-05 | 13F | Allodium Investment Consultants, LLC | 5.992 | 77,91 | 401 | 94,17 | ||||
| 2025-07-16 | 13F | Vestia Personal Wealth Advisors | 6.339 | 424 | ||||||
| 2025-07-15 | 13F | Great Oak Capital Partners, Llc | 374.113 | 5,56 | 25.361 | 12,27 | ||||
| 2025-07-17 | 13F | Archford Capital Strategies, LLC | 104.799 | 2,80 | 7.006 | 12,04 | ||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 15.112 | 1,85 | 1.010 | 10,99 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 6.720 | -0,18 | 449 | 8,98 | ||||
| 2025-07-24 | 13F | Vantage Point Financial LLC | 289.099 | 2,05 | 19.326 | 11,24 | ||||
| 2025-04-15 | 13F | Michael A. Dubis Financial Planning, LLC | 21.585 | 6,07 | 1.324 | 132.200,00 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 12.135 | -3,79 | 811 | 5,60 | ||||
| 2025-07-17 | 13F | Elser Financial Planning, Inc | 104.227 | 7.014 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 136.058 | 78,06 | 9 | 125,00 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 430.932 | 41,36 | 28.808 | 54,08 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 3.058 | -79,32 | 204 | -77,48 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 20.427 | 4,20 | 1.366 | 8,59 | ||||
| 2025-08-11 | 13F | Keyes, Stange & Wooten Wealth Management, LLC | 322.413 | -1,39 | 21.553 | 7,49 | ||||
| 2025-08-14 | 13F | DecisionPoint Financial, LLC | 113.578 | 415,23 | 7.626 | 464,40 | ||||
| 2025-07-21 | 13F | Onyx Financial Advisors, LLC | 21.266 | 107,74 | 1.422 | 126,63 | ||||
| 2025-07-21 | 13F | Sageworth Trust Co of South Dakota | 72.147 | 1,37 | 4.823 | 10,49 | ||||
| 2025-08-08 | 13F | Altiora Financial Group, LLC | 204.695 | 17,86 | 13.684 | 28,47 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 1.749 | 0,00 | 117 | 8,41 | ||||
| 2025-08-13 | 13F | B&D White Capital Company, LLC | 131.005 | 8.758 | ||||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 9.827 | 34,71 | 657 | 46,76 | ||||
| 2025-07-23 | 13F | Woodside Wealth Management LLC | 3.039 | 0,00 | 203 | 9,14 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 26.270 | 1.756 | ||||||
| 2025-08-05 | 13F | Gould Asset Management Llc /ca/ | 22.782 | 19,46 | 1.523 | 30,20 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 2.107.446 | 3,67 | 140.883 | 13,00 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 249 | 17 | ||||||
| 2025-08-13 | 13F | Vermillion & White Wealth Management Group, LLC | 232 | 0,00 | 16 | 7,14 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 406 | 27 | ||||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-16 | 13F | TCI Wealth Advisors, Inc. | 63.037 | 4.214 | ||||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 62.609 | -23,56 | 4.185 | -16,68 | ||||
| 2025-07-22 | 13F | USAdvisors Wealth Management, LLC | 37.979 | 0,44 | 3 | 0,00 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 331 | 0,00 | 22 | 10,00 | ||||
| 2025-07-24 | 13F | Riverchase Wealth Management, Llc | 235.501 | -1,32 | 15.743 | 7,56 | ||||
| 2025-08-13 | 13F | Annandale Capital, LLC | 369.615 | 14,41 | 25 | 26,32 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 34.445 | 87,02 | 2.303 | 103,90 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 111.662 | 7.465 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 22.264 | 5,69 | 1.488 | 15,17 | ||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 13.745 | 919 | ||||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 2.952 | 0,00 | 197 | 8,84 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 2.030 | 32,85 | 136 | 45,16 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 10.650 | 4,15 | 712 | 13,40 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 7.805 | -73,94 | 522 | -71,62 | ||||
| 2025-08-14 | 13F | Monograph Wealth Advisors, Llc | 408.744 | -10,82 | 27.325 | -2,79 | ||||
| 2025-07-16 | 13F | Plancorp, LLC | 86.025 | 5.751 | ||||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 19.070 | 23,77 | 1.275 | 34,92 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 6.349 | 16,50 | 424 | 26,95 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 21.844 | 1.474 | ||||||
| 2025-07-25 | 13F | Hemington Wealth Management | 15.526 | 0,00 | 1 | |||||
| 2025-08-04 | 13F | Assetmark, Inc | 549 | -2,83 | 37 | 5,88 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 34.011 | 34,39 | 2.274 | 46,46 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 22.845 | -70,50 | 1.527 | -67,85 | ||||
| 2025-07-10 | 13F | Pacific Asset Management, LLC | 3.135 | 210 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 57 | 4 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 5.064 | 339 | ||||||
| 2025-07-11 | 13F | Sprinkle Financial Consultants LLC | 5.645 | 0,28 | 377 | 9,28 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 14.947 | 999 | ||||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 88.522 | -1,47 | 5.918 | 7,41 | ||||
| 2025-07-24 | 13F | Drucker Wealth 3.0, LLC | 4.233 | -14,69 | 287 | -5,59 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-29 | 13F | Werba Rubin Papier Wealth Management | 17.589 | 79,41 | 1.176 | 95,51 | ||||
| 2025-07-02 | 13F | Doliver Advisors, Lp | 3.020 | -29,27 | 202 | -22,99 | ||||
| 2025-08-11 | 13F | Foundation Wealth Management, LLC\PA | 4.472 | -28,36 | 299 | -21,99 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 18.578 | 32,22 | 1.242 | 44,13 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 7.160 | 479 | ||||||
| 2025-08-14 | 13F | Note Advisors, LLC | 23.129 | 290,30 | 1.546 | 325,90 | ||||
| 2025-07-22 | 13F | Warwick Investment Management, Inc. | 3.214 | 215 | ||||||
| 2025-07-25 | 13F | Cwm, Llc | 10.590 | 133,16 | 1 | |||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 46.082 | 3 | ||||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 182.721 | 6,89 | 11.206 | 2,18 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 4.200 | -2,33 | 281 | 6,46 | ||||
| 2025-08-11 | 13F | Copperleaf Capital, LLC | 69.149 | 5,08 | 4.623 | 14,55 | ||||
| 2025-07-31 | 13F | BIP Wealth, LLC | 43.216 | 12,39 | 2.889 | 22,48 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 7.778 | 12.246,03 | 520 | 12.875,00 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 15.985 | 0,10 | 1.069 | 9,09 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 578 | 0,17 | 39 | 8,57 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Colony Group, LLC | 24.543 | 1.641 | ||||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 204.500 | 11,92 | 13.671 | 21,99 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 564.735 | 22,64 | 37.753 | 33,68 | ||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 43.405 | -5,37 | 2.902 | 3,17 | ||||
| 2025-08-07 | 13F | Alpha Financial Advisors, LLC | 60.869 | 4.069 | ||||||
| 2025-09-02 | 13F/A | FSC Wealth Advisors, LLC | 3.497 | 234 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 107.895 | 40,55 | 7.212 | 53,19 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 298.528 | 4,02 | 19.957 | 13,39 | ||||
| 2025-07-09 | 13F | StrongBox Wealth, LLC | 4.192 | -19,57 | 280 | -12,23 | ||||
| 2025-08-05 | 13F | Hutchens & Kramer Investment Management Group, LLC | 203.353 | -0,38 | 13.653 | 9,06 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 228.977 | 18,48 | 15 | 36,36 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 414 | 28 | ||||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-01 | 13F | SwitchPoint Financial Planning, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 83.352 | 67,47 | 5.572 | 82,57 | ||||
| 2025-07-09 | 13F | Divergent Planning, LLC | 4.192 | 280 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 8.438 | 12,87 | 1 | |||||
| 2025-07-10 | 13F | Cypress Point Wealth Management, LLC | 227.308 | 217,68 | 15.196 | 246,29 | ||||
| 2025-07-24 | 13F | Grand Wealth Management, Llc | 26.772 | 1.790 | ||||||
| 2025-07-23 | 13F | Elevate Wealth Advisory, Inc | 576 | 200,00 | 39 | 245,45 | ||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 4.008 | 268 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 5.384 | 360 | ||||||
| 2025-07-11 | 13F | Scratch Capital Llc | 11.529 | 771 | ||||||
| 2025-07-31 | 13F | Kathleen S. Wright Associates Inc. | 15.554 | 23,53 | 1.040 | 34,59 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 114.821 | 1,34 | 7.647 | 10,73 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 18.327 | 1.225 | ||||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 78.767 | 5 |
