Grundlæggende statistik
| Institutionelle ejere | 434 total, 434 long only, 0 short only, 0 long/short - change of 2,35% MRQ |
| Gennemsnitlig porteføljeallokering | 0.4036 % - change of -13,66% MRQ |
| Institutionelle aktier (lange) | 40.321.673 (ex 13D/G) - change of 0,39MM shares 0,98% MRQ |
| Institutionel værdi (lang) | $ 3.183.108 USD ($1000) |
Institutionelt ejerskab og aktionærer
WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund (US:DLN) har 434 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 40,321,673 aktier. Største aktionærer omfatter Pnc Financial Services Group, Inc., LPL Financial LLC, Morgan Stanley, Colony Group, LLC, Ameriprise Financial Inc, Creative Planning, UBS Group AG, Great Valley Advisor Group, Inc., Trilogy Capital Inc., and Evercore Wealth Management, LLC .
WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund (ARCA:DLN) 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 8, 2025 is 84,89 / share. Previously, on September 9, 2024, the share price was 75,91 / share. This represents an increase of 11,83% 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.
13D/G-arkivering
Vi præsenterer 13D/G ansøgninger separat fra 13F ansøgninger på grund af den forskellige behandling af SEC. 13D/G-ansøgninger kan indgives af grupper af investorer (med én ledende), hvorimod 13F-ansøgninger ikke kan. Dette resulterer i situationer, hvor en investor kan indsende en 13D/G, der rapporterer én værdi for de samlede aktier (der repræsenterer alle de aktier, der ejes af investorgruppen), men derefter indsender en 13F, der rapporterer en anden værdi for de samlede aktier (der udelukkende repræsenterer deres egne) ejendomsret). Det betyder, at aktieejerskab af 13D/G-arkiver og 13F-arkiveringer ofte ikke er direkte sammenlignelige, så vi præsenterer dem separat.
Bemærk: Fra den 16. maj 2021 viser vi ikke længere ejere, der ikke har indsendt en 13D/G inden for det seneste år. Tidligere viste vi den fulde historie af 13D/G-arkiver. Generelt skal enheder, der er forpligtet til at indgive 13D/G-ansøgninger, indgive mindst årligt, før de indsender en afsluttende ansøgning. Dog forlader fonde nogle gange positioner uden at indsende en afsluttende ansøgning (dvs. de afvikler), så visning af den fulde historie resulterede nogle gange i forvirring om det nuværende ejerskab. For at undgå forvirring viser vi nu kun 'aktuelle' ejere - det vil sige - ejere, der har anmeldt inden for det seneste år.
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| Fil dato | Form | Investor | Forrige Aktier |
Seneste Aktier |
Δ Aktier (Procent) |
Ejendomsret (Procent) |
Δ Ejerskab (Procent) |
|
|---|---|---|---|---|---|---|---|---|
| 2025-02-07 | PNC FINANCIAL SERVICES GROUP, INC. | 3,454,826 | 3,463,462 | 0.25 | 5.93 | -5.72 |
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.
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| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-13 | 13F | IAG Wealth Partners, LLC | 398.151 | -4,20 | 32.704 | -0,85 | ||||
| 2025-05-05 | 13F | St. Louis Trust Co | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Wick Capital Partners, LLC | 1.361 | -58,52 | 270 | 3,46 | ||||
| 2025-08-28 | NP | GPMIX - GuidePath(R) Multi-Asset Income Allocation Fund Service Shares | 44.122 | -4,87 | 3.624 | -1,55 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 25.193 | -1,25 | 2.121 | 7,40 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 705 | -84,38 | 58 | -83,71 | ||||
| 2025-08-13 | 13F | Capital Advisors Wealth Management, LLC | 8.636 | 0,30 | 709 | 3,81 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 3.971 | -66,43 | 326 | -64,57 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 3.758 | 4,27 | 309 | 12,41 | ||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 2.630 | 0,00 | 216 | 3,85 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 57.165 | 11,75 | 4.696 | 15,64 | ||||
| 2025-07-23 | 13F | Armstrong, Fleming & Moore, Inc | 0 | -100,00 | 0 | |||||
| 2025-08-01 | 13F | Heritage Wealth Management, Inc./Texas | 7.247 | -35,35 | 595 | -33,07 | ||||
| 2025-08-04 | 13F | Linscomb & Williams, Inc. | 46.995 | -0,44 | 3.860 | 3,04 | ||||
| 2025-07-28 | 13F | Perfromance Wealth Partners, LLC | 4.750 | 68,14 | 390 | 74,11 | ||||
| 2025-08-11 | 13F | Vanguard Group Inc | 2.635 | 0,00 | 216 | 3,35 | ||||
| 2025-07-17 | 13F | PMG Wealth Management, Inc. | 3.000 | 0,00 | 246 | 3,36 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 11.770 | 0,81 | 967 | 4,32 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 53.763 | 0,28 | 4.416 | 3,81 | ||||
| 2025-08-13 | 13F | GM Advisory Group, Inc. | 5.950 | 0,00 | 489 | 3,39 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 723.415 | 12,50 | 59.421 | 16,43 | ||||
| 2025-07-11 | 13F | Wolfstich Capital, LLC | 4.024 | 0,00 | 331 | 3,45 | ||||
| 2025-08-14 | 13F | Win Advisors, Inc | 0 | -100,00 | 0 | |||||
| 2025-07-22 | 13F | Berkshire Money Management, Inc. | 6.000 | 0,00 | 493 | 3,36 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 9.710 | 1,14 | 798 | 4,59 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 68.159 | 3,65 | 5.599 | 7,26 | ||||
| 2025-07-23 | 13F | H&H Retirement Design & Management INC | 73.089 | 8,43 | 6.083 | 23,11 | ||||
| 2025-08-14 | 13F | Avant Capital LLC | 34.096 | 6,39 | 2.801 | 10,11 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 105.127 | 2,36 | 9 | 0,00 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 109 | 2,83 | 9 | 0,00 | ||||
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 6.580 | 0,00 | 540 | 3,45 | ||||
| 2025-07-31 | 13F | Washington Trust Advisors, Inc. | 1.075 | -8,51 | 88 | -5,38 | ||||
| 2025-07-16 | 13F | Brown, Lisle/cummings, Inc. | 50 | 0,00 | 4 | 33,33 | ||||
| 2025-07-03 | 13F | Garde Capital, Inc. | 2.700 | 0,00 | 222 | 3,27 | ||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 3.595 | -1,13 | 295 | 2,43 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 9.242 | 17,48 | 759 | 21,63 | ||||
| 2025-07-31 | 13F | Sage Mountain Advisors LLC | 0 | -100,00 | 0 | |||||
| 2025-07-22 | 13F | Siligmueller & Norvid Wealth Advisors LLC | 26.686 | 2.211 | ||||||
| 2025-08-12 | 13F | Edmond De Rothschild Holding S.a. | 2.480 | 0,00 | 204 | 3,57 | ||||
| 2025-07-30 | 13F | Birch Hill Investment Advisors LLC | 3.200 | 0,00 | 263 | 3,56 | ||||
| 2025-08-25 | 13F | Hilltop Partners LLC | 10.686 | 0,00 | 878 | 3,42 | ||||
| 2025-07-23 | 13F | Foresight Capital Management Advisors, Inc. | 31.319 | 26,62 | 2.573 | 31,02 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 13.156 | 0,00 | 1.081 | 3,45 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 104.628 | -1,00 | 8.594 | 2,46 | ||||
| 2025-08-05 | 13F | American Capital Advisory, LLC | 86 | 0,00 | 7 | 16,67 | ||||
| 2025-08-13 | 13F | Haverford Trust Co | 7.802 | 0,00 | 641 | 3,39 | ||||
| 2025-08-06 | 13F | Robinson Smith Wealth Advisors Llc | 4.763 | 0,00 | 391 | 3,44 | ||||
| 2025-07-15 | 13F | Cora Capital Advisors Llc | 4.964 | -53,58 | 408 | -52,00 | ||||
| 2025-07-18 | 13F | Centricity Wealth Management, LLC | 250 | 0,00 | 21 | 5,26 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 635.924 | 8,51 | 52 | 13,04 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 1.686 | 0,00 | 138 | 3,76 | ||||
| 2025-08-07 | 13F | Flagship Wealth Advisors, Llc | 19.534 | -36,03 | 1.605 | -33,80 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 35.713 | -12,24 | 2.933 | -9,17 | ||||
| 2025-08-05 | 13F | Obermeyer Wood Investment Counsel, Lllp | 2.964 | 243 | ||||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 13.385 | 1.099 | ||||||
| 2025-07-23 | 13F | Equitable Trust Co | 5.149 | 0,00 | 423 | 3,43 | ||||
| 2025-08-13 | 13F | M&t Bank Corp | 7.622 | -3,18 | 626 | 0,32 | ||||
| 2025-07-16 | 13F | Independent Wealth Network Inc. | 7.141 | 587 | ||||||
| 2025-08-12 | 13F | Allen Capital Group, LLC | 39.288 | -1,22 | 3.227 | 2,25 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 5.008 | 0 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 1.047.944 | 5,71 | 86.078 | 9,40 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 336 | 0,00 | 28 | 3,85 | ||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 193 | 0,00 | 16 | 0,00 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 8.617 | -13,21 | 1 | |||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 16.049 | 14,83 | 1.318 | 18,85 | ||||
| 2025-08-08 | NP | QALTX - Quantified Alternative Investment Fund Investor Class Shares | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-09 | 13F | Beacon Financial Group | 13.075 | 0,00 | 1.074 | 3,47 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 45.802 | 0,30 | 3.762 | 3,81 | ||||
| 2025-07-29 | 13F | Lutz Financial Services LLC | 7.456 | 0,00 | 612 | 3,55 | ||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 12 | 0,00 | 1 | |||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 6.008 | -2,32 | 494 | 1,02 | ||||
| 2025-08-12 | 13F/A | Cozad Asset Management Inc | 8.373 | 0,00 | 688 | 3,46 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 21.715 | 0,04 | 1.784 | 3,54 | ||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 108.544 | -0,37 | 8.916 | 3,10 | ||||
| 2025-08-05 | 13F | Tsfg, Llc | 582 | 0,34 | 0 | |||||
| 2025-07-31 | 13F | Optimum Investment Advisors | 930 | 0,00 | 76 | 4,11 | ||||
| 2025-08-06 | 13F | Adviser Investments LLC | 9.218 | 0,00 | 757 | 3,56 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 164.580 | -8,48 | 13.519 | -5,29 | ||||
| 2025-08-05 | 13F | GHP Investment Advisors, Inc. | 748 | 0,00 | 61 | 3,39 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 16.472 | 21,24 | 1.345 | 26,05 | ||||
| 2025-07-10 | 13F | Wedmont Private Capital | 19.616 | -2,15 | 1.629 | 8,90 | ||||
| 2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 3.811 | 313 | ||||||
| 2025-08-07 | 13F | Howard Bailey Securities, Llc | 67.194 | -1,15 | 5.519 | 2,30 | ||||
| 2025-08-08 | 13F | Collaborative Wealth Managment Inc. | 6.900 | -13,46 | 567 | -10,44 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 18.997 | 11,44 | 1.560 | 15,30 | ||||
| 2025-07-14 | 13F | CRA Financial Services, LLC | 31.925 | 0,07 | 2.622 | 3,55 | ||||
| 2025-07-18 | 13F | Institute for Wealth Management, LLC. | 3.956 | -0,33 | 325 | 2,86 | ||||
| 2025-07-21 | 13F | Precedent Wealth Partners, Llc | 0 | -100,00 | 0 | |||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 33.686 | -0,78 | 2.767 | 2,67 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 23.976 | 42,25 | 1.969 | 47,27 | ||||
| 2025-08-14 | 13F | Rodgers Brothers Inc. | 12.733 | 0,00 | 1.046 | 3,47 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 1.800 | -5,31 | 148 | -2,00 | ||||
| 2025-08-14 | 13F | Clg Llc | 279.875 | 13,74 | 22.989 | 17,71 | ||||
| 2025-08-11 | 13F | First American Trust, Fsb | 126.368 | 1,60 | 10.380 | 5,15 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 61.946 | 0,02 | 5.088 | 3,52 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 496.816 | 8,53 | 40.814 | 12,31 | ||||
| 2025-07-15 | 13F | Heritage Oak Wealth Advisors Llc | 5.109 | -15,12 | 420 | -12,16 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 56.332 | -1,67 | 4.627 | 1,76 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 3.886.291 | -0,16 | 319.220 | 3,33 | ||||
| 2025-08-14 | 13F | Comerica Bank | 57.127 | -2,83 | 4.692 | 0,56 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 4.082 | 0,00 | 335 | 3,72 | ||||
| 2025-07-17 | 13F | Coastline Trust Co | 600 | 0,00 | 49 | 4,26 | ||||
| 2025-08-08 | 13F | Tiemann Investment Advisors, Llc | 2.824 | 0,00 | 232 | 3,13 | ||||
| 2025-08-04 | 13F/A | 626 Financial, LLC | 9.195 | -1,40 | 755 | 2,03 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 99.949 | 3,19 | 8.210 | 6,79 | ||||
| 2025-07-22 | 13F | Valeo Financial Advisors, LLC | 16.699 | 0,00 | 1.372 | 3,47 | ||||
| 2025-08-05 | 13F | Code Waechter LLC | 4.000 | 0,00 | 329 | |||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 89.522 | -25,92 | 7.353 | -23,33 | ||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 10 | 1 | ||||||
| 2025-07-15 | 13F | FLP Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 17.352 | 0,00 | 1.425 | 3,49 | ||||
| 2025-08-04 | 13F | Spinnaker Trust | 4.980 | 0,00 | 409 | 3,54 | ||||
| 2025-05-09 | 13F | Belvedere Trading LLC | Call | 0 | -100,00 | 0 | ||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 4.725 | 0,00 | 392 | 4,53 | ||||
| 2025-07-24 | 13F | Costello Asset Management, INC | 915 | 0,44 | 75 | 4,17 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 8.434 | 7,76 | 693 | 11,43 | ||||
| 2025-07-31 | 13F | Waldron Private Wealth LLC | 6.058 | 0,00 | 498 | 3,54 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 400 | -40,92 | 33 | -39,62 | ||||
| 2025-08-11 | 13F | Resurgent Financial Advisors LLC | 20.336 | -7,62 | 1.670 | -4,41 | ||||
| 2025-08-13 | 13F | Sanibel Captiva Trust Company, Inc. | 4.990 | 0,00 | 410 | 3,28 | ||||
| 2025-08-14 | 13F | UBS Group AG | 1.301.779 | -1,02 | 106.928 | 2,43 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 2.425 | -7,62 | 0 | |||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 44.545 | -15,17 | 4 | -25,00 | ||||
| 2025-08-07 | 13F | Guidance Capital, Inc | 3.476 | 3,36 | 287 | 9,16 | ||||
| 2025-07-07 | 13F | St. Clair Advisors, LLC | 15.714 | 0,00 | 1.291 | 3,45 | ||||
| 2025-07-29 | 13F | Kondo Wealth Advisors, Inc. | 25.372 | -2,46 | 2.100 | 1,70 | ||||
| 2025-08-14 | 13F | Clark Capital Management Group, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F | Fiera Capital Corp | 2.493 | 205 | ||||||
| 2025-07-10 | 13F | Brady Family Wealth, Llc | 2.617 | 0,00 | 215 | 3,38 | ||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 320 | 0,00 | 0 | |||||
| 2025-08-07 | 13F | Midland Wealth Advisors Llc | 7.683 | -0,40 | 631 | 3,10 | ||||
| 2025-08-13 | 13F | Cheviot Value Management, LLC | 974 | 0,00 | 82 | 8,00 | ||||
| 2025-08-14 | 13F | Novus Advisors, Llc | 3.670 | -23,70 | 301 | -21,00 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 56.949 | 124,01 | 4.678 | 131,88 | ||||
| 2025-07-21 | 13F | Monticello Wealth Management, Llc | 62.487 | 0,02 | 5.133 | 3,51 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 2.842 | 0,57 | 233 | 4,02 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 22.863 | 47,56 | 1.878 | 52,73 | ||||
| 2025-07-25 | 13F | LRI Investments, LLC | 335.693 | -0,57 | 27.574 | 2,90 | ||||
| 2025-08-11 | 13F | Stonebrook Private Inc. | 3.109 | -3,00 | 255 | 0,39 | ||||
| 2025-07-29 | 13F | Aspiriant, Llc | 65.224 | 62,15 | 5.358 | 67,83 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 3.000 | 0,00 | 246 | 3,36 | ||||
| 2025-08-12 | 13F | Clearwater Capital Advisors, LLC | 53.709 | -2,16 | 4.412 | 1,24 | ||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 1 | -99,00 | 0 | -100,00 | ||||
| 2025-08-13 | 13F | Fiduciary Group LLC | 6.606 | 0,00 | 543 | 3,44 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 14.902 | 0,00 | 1.224 | 3,55 | ||||
| 2025-03-24 | 13F | Mascagni Wealth Management, Inc. | 0 | 0 | ||||||
| 2025-07-10 | 13F | Kmg Fiduciary Partners, Llc | 18.664 | 12,07 | 1.533 | 16,05 | ||||
| 2025-08-11 | 13F | Advisor Resource Council | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 16.629 | -67,68 | 1.366 | -66,57 | ||||
| 2025-07-30 | 13F | Insight Advisors, LLC/ PA | 3.453 | -0,69 | 284 | 2,91 | ||||
| 2025-07-16 | 13F | TigerOak Management, L.L.C. | 11.673 | 0,00 | 959 | 3,46 | ||||
| 2025-07-25 | 13F | FIDELIS iM, LLC | 237.434 | 0,53 | 19.503 | 108.244,44 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 2.880 | 0,00 | 229 | 6,51 | ||||
| 2025-08-13 | 13F | Vertex Planning Partners, LLC | 2.533 | 0,12 | 208 | 4,00 | ||||
| 2025-07-23 | 13F | Element Wealth, LLC | 7.967 | -0,74 | 654 | 2,67 | ||||
| 2025-08-08 | 13F | Advisors Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-28 | 13F | Frazier Financial Advisors, LLC | 6.231 | 0,00 | 512 | 3,44 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 39.096 | -5,03 | 3 | 0,00 | ||||
| 2025-07-18 | 13F | Powers Advisory Group, LLC | 5.849 | 0,57 | 480 | 4,12 | ||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 8.212 | 0,00 | 675 | 3,53 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 0 | -100,00 | 0 | |||||
| 2025-07-22 | 13F | Inlight Wealth Management, LLC | 851 | 0,00 | 70 | 2,99 | ||||
| 2025-08-07 | 13F | Meridian Financial Partners LLC | 37.314 | 0,00 | 3 | 50,00 | ||||
| 2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-07 | 13F | Allworth Financial LP | 586 | 138,21 | 48 | 166,67 | ||||
| 2025-07-25 | 13F | Tranquility Partners, LLC | 16.445 | 0,93 | 1.351 | 4,41 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 51.018 | 6,15 | 4.191 | 9,86 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 33.339 | 5,11 | 2.738 | 8,78 | ||||
| 2025-07-21 | 13F | Mirae Asset Global Investments Co., Ltd. | 1.700 | -63,83 | 140 | -62,33 | ||||
| 2025-07-10 | 13F | Ryan Investment Management, Inc. | 814 | 67 | ||||||
| 2025-07-17 | 13F | Grandview Asset Management LLC | 6.821 | 0,40 | 1 | |||||
| 2025-08-11 | 13F | Lake Street Financial Llc | 61.879 | 0,60 | 5.082 | 4,12 | ||||
| 2025-08-13 | 13F | Options Solutions, Llc | 9.000 | 0,00 | 739 | 3,50 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 11.613 | 75,58 | 954 | 81,87 | ||||
| 2025-08-05 | 13F | Marion Wealth Management | 4.924 | 0,00 | 404 | 3,59 | ||||
| 2025-07-15 | 13F | Sheets Smith Wealth Management | 3.587 | 0,08 | 295 | 3,52 | ||||
| 2025-07-29 | 13F | JTC Employer Solutions Trusteee Ltd | 1.465 | 0,00 | 0 | |||||
| 2025-07-29 | 13F | Private Trust Co Na | 15.300 | -21,88 | 1.257 | -19,18 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 9.397 | 11,50 | 772 | 15,42 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 6.388 | -1,99 | 525 | 1,35 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 18.995 | 0,00 | 1.560 | 3,52 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 2.106.770 | 47,36 | 173.055 | 52,73 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 3.159 | 0,00 | 259 | 3,60 | ||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 8.757 | -17,16 | 1 | |||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 1.494 | -4,60 | 123 | -1,61 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 7.829 | -12,58 | 643 | -9,44 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 16.074 | 269,01 | 1.320 | 282,61 | ||||
| 2025-08-08 | 13F | Atlantic Trust, LLC | 1.742 | 143 | ||||||
| 2025-07-31 | 13F | Richards, Merrill & Peterson, Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-09 | 13F | WealthCare Investment Partners, LLC | 15.910 | 11,45 | 1.328 | 26,86 | ||||
| 2025-08-04 | 13F | Northwest Financial Advisors | 8.672 | 0,45 | 712 | 3,94 | ||||
| 2025-08-07 | 13F | Rollins Financial Advisors, LLC | 29.700 | -0,54 | 2.440 | 2,91 | ||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 3.597 | 0,14 | 295 | 3,51 | ||||
| 2025-08-12 | 13F | Choate Investment Advisors | 4.710 | 0,00 | 387 | 3,49 | ||||
| 2025-07-10 | 13F | Moller Financial Services | 92.805 | -0,59 | 7.623 | 2,87 | ||||
| 2025-07-15 | 13F | SJS Investment Consulting Inc. | 182 | 0,00 | 15 | 0,00 | ||||
| 2025-07-16 | 13F | Moisand Fitzgerald Tamayo, LLC | 5.664 | 0,00 | 465 | 3,56 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 94.284 | 2,36 | 7.745 | 5,94 | ||||
| 2025-07-25 | 13F | Almanack Investment Partners, LLC. | 9.241 | -92,54 | 759 | -92,28 | ||||
| 2025-07-29 | 13F | Kelman-Lazarov, Inc. | 3.968 | -1,61 | 326 | 1,56 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 5.379 | 0,00 | 442 | 3,52 | ||||
| 2025-07-09 | 13F | Graves-Light Private Wealth Management, Inc. | 68.877 | -0,52 | 5.658 | 2,95 | ||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 164 | 0,00 | 13 | 8,33 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 1.799 | 0 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 578.307 | 3,34 | 47.502 | 6,95 | ||||
| 2025-04-09 | 13F | Sarasin & Partners LLP | 46.577 | 3.659 | ||||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 1.157.031 | -1,74 | 95.039 | 1,69 | ||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 3.375 | 0,00 | 277 | 3,75 | ||||
| 2025-08-13 | 13F | Tobias Financial Advisors, Inc. | 67.872 | -7,34 | 5.575 | -4,09 | ||||
| 2025-07-22 | 13F | Team Financial Group, LLC | 21.690 | 0,52 | 1.782 | 4,03 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 2.954.379 | -0,32 | 242.673 | 3,16 | ||||
| 2025-07-08 | 13F | Adamsbrown Wealth Consultants Llc | 7.858 | 0,15 | 645 | 3,70 | ||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 11.811 | -50,00 | 970 | -48,24 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 2.807 | 0,00 | 231 | 3,60 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 8.050 | -1,59 | 672 | 3,54 | ||||
| 2025-07-22 | 13F | USAdvisors Wealth Management, LLC | 2.735 | 0,40 | 0 | |||||
| 2025-04-30 | 13F | Bank Hapoalim Bm | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Evercore Wealth Management, LLC | 1.072.367 | -1,71 | 88.084 | 1,72 | ||||
| 2025-08-12 | 13F | Vestor Capital, Llc | 253 | -98,06 | 0 | -100,00 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 194 | 0,00 | 15 | 0,00 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 313.974 | -0,67 | 25.790 | 2,79 | ||||
| 2025-04-10 | 13F | Sugar Maple Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-05-05 | 13F | Eagle Bay Advisors LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 3.955 | 325 | ||||||
| 2025-08-12 | 13F | Absolute Capital Management, LLC | 5.186 | -11,49 | 426 | -8,60 | ||||
| 2025-08-07 | 13F | PFG Advisors | 25.866 | 70,44 | 2.125 | 76,41 | ||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 297 | 0,00 | 25 | 9,09 | ||||
| 2025-08-13 | 13F | Rockport Wealth LLC | 28.061 | -17,61 | 2.305 | -14,76 | ||||
| 2025-05-13 | 13F | United Capital Financial Advisers, Llc | 0 | -100,00 | 0 | |||||
| 2025-07-24 | 13F | True Link Financial Advisors, LLC | 45.623 | 0,00 | 3.747 | 3,48 | ||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 34.627 | 0,31 | 2.844 | 3,83 | ||||
| 2025-08-08 | 13F | Fortis Group Advisors, LLC | 500 | 0,00 | 41 | 5,13 | ||||
| 2025-05-28 | 13F | Intrua Financial, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 6.093 | 5,11 | 501 | 8,70 | ||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 944 | 0,00 | 78 | 4,05 | ||||
| 2025-08-01 | 13F | Financial Counselors Inc | 0 | -100,00 | 0 | |||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 10.032 | 1,53 | 824 | 5,10 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 30.119 | -35,43 | 2.474 | -33,20 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 56.709 | 6,01 | 4.658 | 9,73 | ||||
| 2025-08-12 | 13F | Garrett Wealth Advisory Group, LLC | 4.681 | -2,36 | 385 | 1,05 | ||||
| 2025-07-15 | 13F | Capital Investment Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Transce3nd, LLC | 785 | -0,76 | 64 | 3,23 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 1.432 | 623,23 | 118 | 680,00 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 68.898 | 4,00 | 5.659 | 7,65 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 251.283 | 2,51 | 20.640 | 6,09 | ||||
| 2025-08-07 | 13F | Rathbone Brothers plc | 4.700 | 0,00 | 386 | 3,49 | ||||
| 2025-07-18 | 13F | Marino, Stram & Associates Llc | 3.076 | 0,00 | 253 | 3,28 | ||||
| 2025-07-11 | 13F | Kaydan Wealth Management, Inc. | 8.589 | -5,36 | 706 | -2,08 | ||||
| 2025-07-31 | 13F | Pullen Investment Management, LLC | 2.722 | 0,00 | 224 | 3,24 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 84 | -94,20 | 7 | -94,74 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 1.200 | 0,00 | 99 | 3,16 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 15.642 | 113,54 | 1.285 | 121,00 | ||||
| 2025-07-14 | 13F | Lee-Kelleher Wealth Management | 328.329 | 3,15 | 26.969 | 6,74 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 6.914 | 0,00 | 568 | 3,47 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 32.075 | -0,64 | 2.635 | 2,81 | ||||
| 2025-07-30 | 13F | Studio Investment Management Llc | 2.602 | 214 | ||||||
| 2025-04-29 | 13F | Lee Danner & Bass Inc | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 16.340 | -0,07 | 1.342 | 3,47 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 57.810 | 0,23 | 4.748 | 3,71 | ||||
| 2025-05-14 | 13F | CIBC Private Wealth Group, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-23 | 13F | SpringVest Wealth Management LLC | 6.551 | 0,00 | 538 | 3,66 | ||||
| 2025-07-14 | 13F | Toth Financial Advisory Corp | 268 | 0,00 | 22 | 4,76 | ||||
| 2025-07-28 | 13F | Dixon Fnancial Services, Inc. | 2.862 | 0,56 | 235 | 4,44 | ||||
| 2025-08-13 | 13F | Dana Investment Advisors, Inc. | 2.527 | 0,00 | 208 | 3,50 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 7.420 | 2,91 | 609 | 6,47 | ||||
| 2025-07-17 | 13F | Centennial Wealth Advisory LLC | 17.022 | 108,07 | 1.398 | 115,41 | ||||
| 2025-07-25 | 13F | Astoria Portfolio Advisors LLC. | 2.408 | 203 | ||||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 10.150 | -0,22 | 834 | 3,22 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 8.677 | -23,20 | 713 | -18,91 | ||||
| 2025-08-13 | 13F | Kuhn & Co Investment Counsel | 2.725 | 0,00 | 224 | 3,24 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 254.421 | 1,40 | 20.898 | 4,94 | ||||
| 2025-08-05 | 13F | Fourth Dimension Wealth, LLC | 160 | 0,00 | 13 | 8,33 | ||||
| 2025-08-13 | 13F | Strategic Family Wealth Counselors, L.L.C. | 111.545 | 2,94 | 9.162 | 6,53 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 9 | 50,00 | 1 | |||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 5.724 | 17,27 | 470 | 21,45 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 4.777 | -16,59 | 392 | -13,66 | ||||
| 2025-07-18 | 13F | TruNorth Capital Management, LLC | 4.853 | 0,00 | 399 | 3,38 | ||||
| 2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 6.271 | 515 | ||||||
| 2025-07-17 | 13F | Raleigh Capital Management Inc. | 1 | 0 | ||||||
| 2025-08-07 | 13F | Cascade Financial Partners, LLC | 17.369 | 1,76 | 1.427 | 5,32 | ||||
| 2025-08-05 | 13F | Mason Investment Advisory Services, Inc. | 3.738 | 0,00 | 307 | 3,72 | ||||
| 2025-08-06 | 13F | Longview Financial Advisors LLC | 400 | 0,00 | 33 | 3,23 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 7.370 | -0,15 | 606 | 3,41 | ||||
| 2025-07-29 | 13F | Uhlmann Price Securities, Llc | 11.503 | -46,26 | 945 | -44,44 | ||||
| 2025-08-12 | 13F | Associated Banc-corp | 5.756 | 0,00 | 473 | 3,51 | ||||
| 2025-07-09 | 13F | Bank of New Hampshire | 810 | 0,00 | 67 | 3,13 | ||||
| 2025-08-13 | 13F | Nicolet Bankshares Inc | 5.084 | 0,00 | 418 | 3,47 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 9.315 | 5,05 | 765 | 11,03 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 3.982 | 327 | ||||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 1.516 | 441,43 | 125 | 463,64 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 51.440 | 0,00 | 4.225 | 3,50 | ||||
| 2025-08-14 | 13F | Wetherby Asset Management Inc | 9.083 | 0,02 | 746 | 5,67 | ||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 3.517 | -0,99 | 289 | 2,49 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 193.957 | 7,24 | 15.932 | 10,98 | ||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 3.394 | 0,00 | 279 | 3,35 | ||||
| 2025-08-05 | 13F | Advisors Preferred, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Kohmann Bosshard Financial Services, LLC | 2.440 | 200 | ||||||
| 2025-08-14 | 13F | Fmr Llc | 31.783 | 6,92 | 2.611 | 10,64 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-08 | 13F | Gts Securities Llc | 0 | -100,00 | 0 | |||||
| 2025-07-21 | 13F | Stock Yards Bank & Trust Co | 0 | -100,00 | 0 | |||||
| 2025-07-28 | 13F | Nadler Financial Group, Inc. | 46.420 | -4,01 | 3.813 | -0,68 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 103 | 8 | ||||||
| 2025-08-06 | 13F | Kcm Investment Advisors Llc | 17.027 | 0,56 | 1.399 | 4,10 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 3.890 | 320 | ||||||
| 2025-08-05 | 13F | MidAtlantic Capital Management, Inc. | 43.271 | 11,70 | 3.554 | 15,61 | ||||
| 2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 14.566 | 1,12 | 1.196 | 4,64 | ||||
| 2025-07-24 | 13F | Etesian Wealth Advisors, Inc. | 32.367 | 63,29 | 2.659 | 68,98 | ||||
| 2025-08-12 | 13F | Team Hewins, LLC | 6.880 | 0,00 | 565 | 3,48 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 10.057 | 826 | ||||||
| 2025-07-30 | 13F | Fairway Wealth LLC | 261.991 | 1,14 | 21.520 | 4,67 | ||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 0 | -100,00 | 0 | |||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 6.057 | -1,77 | 498 | 1,64 | ||||
| 2025-07-15 | 13F | Well Done, LLC | 10.114 | 0,00 | 831 | 5,60 | ||||
| 2025-08-13 | 13F | Benedict Financial Advisors Inc | 8.059 | 0,04 | 662 | 3,44 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 12.623 | -39,98 | 1.037 | -37,93 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 2.411.847 | 1,72 | 198.109 | 5,27 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 3.191 | 46,85 | 262 | 52,33 | ||||
| 2025-07-29 | 13F | Woodard & Co Asset Management Group Inc /adv | 55.070 | -0,92 | 4.523 | 2,54 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 3.249.447 | -6,07 | 266.910 | -2,79 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 8.725 | 0,47 | 717 | 3,92 | ||||
| 2025-07-09 | 13F | Post Resch Tallon Group Inc. | 7.475 | -2,61 | 614 | 1,32 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 12.695 | 1.043 | ||||||
| 2025-08-13 | 13F | Seven Springs Wealth Group, LLC | 3.600 | 0,00 | 296 | 3,51 | ||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 223.864 | 2,00 | 18.388 | 5,57 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 9.269 | 0,37 | 761 | 3,82 | ||||
| 2025-07-24 | 13F | Live Oak Investment Partners | 7.707 | 0,00 | 633 | 3,60 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 28.151 | 63,70 | 2.312 | 71,26 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 27 | 0,00 | 2 | 0,00 | ||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 138 | -9,80 | 11 | -9,09 | ||||
| 2025-07-30 | 13F | Caliber Wealth Management, LLC / KS | 126.740 | -5,63 | 10.410 | -2,34 | ||||
| 2025-07-30 | 13F/A | KPP Advisory Services LLC | 15.426 | 8,86 | 1.267 | 12,72 | ||||
| 2025-07-10 | 13F | Rockland Trust Co | 3.980 | 0,00 | 327 | 3,49 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 7.379 | 162,78 | 606 | 172,97 | ||||
| 2025-08-13 | 13F | Ark & Tlk Investments, Llc | 5.461 | -5,26 | 449 | -1,97 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 7.540 | -1,32 | 619 | 2,15 | ||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 246 | 0,00 | 20 | 5,26 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 15.378 | -1,14 | 1.263 | 2,35 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 5.302 | 436 | ||||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 12.692 | 1.043 | ||||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 1.049.861 | 1,44 | 86.236 | 4,98 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 10.480 | -18,19 | 861 | -15,35 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 2.646 | -10,76 | 217 | -7,66 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 0 | |||||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 3.972 | 0,46 | 326 | 4,15 | ||||
| 2025-08-14 | 13F | Staley Capital Advisers Inc | 6.294 | 0,06 | 517 | 3,61 | ||||
| 2025-07-07 | 13F | Wesbanco Bank Inc | 5.085 | 418 | ||||||
| 2025-04-28 | 13F | Redmont Wealth Advisors Llc | 6.461 | 0,00 | 513 | 1,99 | ||||
| 2025-04-15 | 13F | Noble Wealth Management PBC | 1.437 | -15,96 | 114 | -14,29 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 2.675 | -54,71 | 220 | -53,21 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 352.065 | -8,34 | 28.919 | -5,14 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 996 | 0,00 | 82 | 2,53 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 133.991 | -2,13 | 11.180 | 2,89 | ||||
| 2025-08-11 | 13F | Platform Technology Partners | 13.597 | 0,00 | 1.117 | 3,43 | ||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 6.608 | 0,00 | 543 | 3,44 | ||||
| 2025-08-05 | 13F | Bridgewater Advisors Inc. | 2.911 | -7,65 | 245 | 1,24 | ||||
| 2025-08-07 | 13F | Fox Financial, Inc | 314.980 | 0,55 | 25.872 | 4,06 | ||||
| 2025-08-08 | 13F | Fusion Capital, LLC | 3.062 | 0,00 | 252 | 3,29 | ||||
| 2025-07-28 | 13F | Courier Capital Llc | 4.798 | 0,38 | 394 | 3,96 | ||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 2.610 | 603,50 | 214 | 637,93 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 3.250 | 0,56 | 0 | |||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 3.275 | 16,96 | 269 | 21,17 | ||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 5.054 | 0,20 | 0 | |||||
| 2025-08-14 | 13F | Operose Advisors LLC | 11.700 | 0,00 | 961 | 3,56 | ||||
| 2025-07-22 | 13F | Alta Wealth Advisors LLC | 17.420 | 0,00 | 1.431 | 3,47 | ||||
| 2025-08-04 | 13F | Roble, Belko & Company, Inc | 2.000 | 0,00 | 0 | |||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 7.929 | 0,72 | 651 | 4,33 | ||||
| 2025-07-18 | 13F | B.O.S.S. Retirement Advisors, LLC | 2.557 | -16,03 | 210 | -12,86 | ||||
| 2025-08-08 | 13F | Creative Planning | 1.412.192 | 2,02 | 115.997 | 5,58 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 11.617 | 4,73 | 1 | |||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 191.467 | -0,21 | 15.727 | 3,28 | ||||
| 2025-08-12 | 13F | Coston, McIsaac & Partners | 16 | 0,00 | 0 | |||||
| 2025-08-12 | 13F | Weaver Consulting Group | 3.152 | -1,56 | 259 | 1,57 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 2.168 | 0,00 | 178 | 3,49 | ||||
| 2025-07-10 | 13F | High Net Worth Advisory Group LLC | 14.180 | 0,00 | 1.165 | 3,47 | ||||
| 2025-07-29 | 13F | Empirical Asset Management, LLC | 3.280 | 0,00 | 269 | 3,46 | ||||
| 2025-04-30 | 13F | Seamount Financial Group Inc | 0 | -100,00 | 0 | |||||
| 2025-08-04 | 13F | Keybank National Association/oh | 31.353 | 0,00 | 2.575 | 3,50 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 3.157 | 0,10 | 259 | 3,60 | ||||
| 2025-08-14 | 13F | Prestige Wealth Management Group LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 388.221 | -0,54 | 31.889 | 2,93 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 1.618 | 133 | ||||||
| 2025-08-12 | 13F | Wealthbridge Capital Management, Llc | 18.572 | -0,16 | 1.525 | 3,32 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 3.506 | 0,00 | 288 | 3,24 | ||||
| 2025-08-04 | 13F | Noesis Capital Mangement Corp | 10.000 | 0,00 | 821 | 3,53 | ||||
| 2025-07-10 | 13F | Redhawk Wealth Advisors, Inc. | 74.593 | 530,11 | 6.127 | 552,50 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 3.688 | 303 | ||||||
| 2025-07-16 | 13F | ORG Partners LLC | 1.500 | 0,00 | 124 | 5,08 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 54.431 | 6,34 | 4.471 | 10,04 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 4.807 | 0,00 | 0 | |||||
| 2025-08-01 | 13F | FSA Advisors, Inc. | 3.058 | -61,46 | 251 | -60,10 | ||||
| 2025-08-11 | 13F | Culbertson A N & Co Inc | 22.260 | -2,62 | 1.828 | 0,77 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | Citigroup Inc | 23.837 | -0,62 | 1.958 | 2,89 | ||||
| 2025-07-15 | 13F | MCF Advisors LLC | 5.453 | 81,77 | 448 | 87,82 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 566.005 | 0,23 | 46.491 | 3,72 | ||||
| 2025-08-14 | 13F | Waterway Wealth Management, LLC | 600.370 | 11,48 | 49.310 | 15,38 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 45.497 | -1,91 | 3.737 | 1,52 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 5.400 | -63,51 | 444 | -62,27 | ||||
| 2025-07-17 | 13F | Willow Creek Wealth Management Inc. | 5.329 | 0,00 | 438 | 3,55 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 12.558 | 14,21 | 1.032 | 18,23 | ||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 3.104 | -2,94 | 255 | 0,40 | ||||
| 2025-07-09 | 13F | Inspirion Wealth Advisors, Llc | 19.886 | 0,56 | 1.633 | 4,08 | ||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 16 | 0,00 | 1 | 0,00 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 4.999 | 0,00 | 411 | 3,54 | ||||
| 2025-07-29 | 13F | ShoreHaven Wealth Partners, LLC | 9.880 | -1,22 | 812 | 2,27 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 59.923 | -1,25 | 4.922 | 2,20 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 186.196 | 13,53 | 15.294 | 17,49 | ||||
| 2025-09-04 | 13F | Reynders McVeigh Capital Management, LLC | 4.800 | 0,00 | 0 | |||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 44 | 0,00 | 4 | 0,00 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 30.778 | -6,32 | 2.529 | -3,03 | ||||
| 2025-07-28 | 13F | Mitchell Mcleod Pugh & Williams Inc | 5.458 | 0,00 | 448 | 3,46 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 31.153 | 0,00 | 2.559 | 3,48 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 670 | 0,00 | 55 | 3,77 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 4.922 | -0,79 | 404 | 2,80 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 7.782 | -14,88 | 639 | -11,86 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 5.412 | 3,80 | 445 | 7,51 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 59.867 | -12,88 | 4.917 | -9,83 | ||||
| 2025-08-14 | 13F | Camden Capital, LLC | 4.269 | 1,31 | 351 | 4,79 | ||||
| 2025-08-14 | 13F | Circle Wealth Management, LLC | 51.237 | 0,00 | 4.209 | 3,49 | ||||
| 2025-08-04 | 13F | Amplius Wealth Advisors, LLC | 26.075 | 0,00 | 2.142 | 3,48 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 9.130 | 750 | ||||||
| 2025-07-29 | 13F | Rodgers & Associates, LTD | 3.510 | 0,00 | 288 | 3,60 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 636 | 0,00 | 52 | 6,12 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 495 | 41 | ||||||
| 2025-07-31 | 13F | Future You Wealth Llc | 190.803 | 5,11 | 15.660 | 8,70 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 166.299 | 5,73 | 13.660 | 9,42 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 28.554 | -1,77 | 2.345 | 1,65 | ||||
| 2025-05-15 | 13F | Human Investing LLC | 0 | -100,00 | 0 | |||||
| 2025-07-16 | 13F | Legend Financial Advisors, Inc. | 104 | 9 | ||||||
| 2025-08-07 | 13F | PCG Wealth Advisors, LLC | 2.451 | 201 | ||||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 326.362 | 2,16 | 26.807 | 5,73 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 21.852 | -0,94 | 1.795 | 2,51 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 5.546 | 12,84 | 456 | 16,67 | ||||
| 2025-07-18 | 13F | Vicus Capital | 3.264 | 0,09 | 268 | 3,88 | ||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 410 | 0,00 | 0 | |||||
| 2025-07-29 | 13F | Northern Capital Management, Inc. | 2.714 | 0,00 | 223 | 3,26 | ||||
| 2025-08-08 | 13F | MTM Investment Management, LLC | 3.122 | 0,00 | 256 | 3,64 | ||||
| 2025-07-14 | 13F | Ridgewood Investments LLC | 440 | 0,00 | 36 | 5,88 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 651.998 | 9,13 | 53.555 | 12,94 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 1.552 | 0,26 | 127 | 4,10 | ||||
| 2025-08-08 | 13F | IMA Wealth, Inc. | 171 | 0,00 | 14 | 7,69 | ||||
| 2025-07-10 | 13F | Burns J W & Co Inc/ny | 3.750 | 0,00 | 308 | 3,70 | ||||
| 2025-08-08 | 13F | Comprehensive Financial Planning, Inc./PA | 436 | 0,69 | 36 | 2,94 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 633.518 | -26,66 | 52 | -23,53 | ||||
| 2025-08-05 | 13F | Arrowroot Family Office, LLC | 3.013 | -8,86 | 247 | -3,89 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 3.487 | 0,00 | 286 | 3,62 | ||||
| 2025-08-05 | 13F | Flynn Zito Capital Management, Llc | 16.168 | 0,53 | 1.328 | 4,08 | ||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 1.426 | 0,00 | 117 | 3,54 | ||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 175.498 | -3,13 | 14.415 | 0,25 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 47.079 | 24,31 | 3.867 | 28,69 | ||||
| 2025-07-16 | 13F | LS Investment Advisors, LLC | 5.800 | 0,00 | 476 | 3,48 | ||||
| 2025-05-30 | NP | DON - WisdomTree U.S. MidCap Dividend Fund N/A | 48.433 | 163,91 | 3.844 | 166,76 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 1.174.639 | 13,42 | 96.485 | 17,38 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 167.724 | 5,56 | 13.777 | 9,24 | ||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 7.635 | 627 | ||||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 900 | 0,00 | 74 | 2,82 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 8.105 | -84,81 | 666 | -84,29 | ||||
| 2025-08-12 | 13F | Marshall & Sterling Wealth Advisors Inc. | 215 | 0,47 | 18 | 6,25 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 3.112 | -10,83 | 255 | -7,94 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 684.862 | 2,13 | 56.255 | 5,69 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 723 | 5,09 | 59 | 9,26 | ||||
| 2025-07-28 | 13F | Revolve Wealth Partners, LLC | 213.427 | -2,81 | 17.531 | 0,58 | ||||
| 2025-07-10 | 13F | Farmers & Merchants Trust Co of Chambersburg PA | 1.960 | 122,73 | 0 | |||||
| 2025-08-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 3.079 | 0,00 | 0 | |||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 3.820 | 0,00 | 314 | 3,30 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 5.344 | 0,09 | 451 | 11,11 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 903 | 0,11 | 74 | 4,23 |
Other Listings
| MX:DLN |
