Grundlæggende statistik
| Institutionelle ejere | 260 total, 260 long only, 0 short only, 0 long/short - change of 6,97% MRQ |
| Gennemsnitlig porteføljeallokering | 0.4203 % - change of -5,86% MRQ |
| Institutionelle aktier (lange) | 55.235.193 (ex 13D/G) - change of 3,28MM shares 6,31% MRQ |
| Institutionel værdi (lang) | $ 1.192.914 USD ($1000) |
Institutionelt ejerskab og aktionærer
iShares Trust - iShares iBonds Dec 2027 Term Treasury ETF (US:IBTH) har 260 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 55,235,193 aktier. Største aktionærer omfatter Hm Payson & Co, Bank Of America Corp /de/, Morgan Stanley, GLOBALT Investments LLC / GA, Wells Fargo & Company/mn, TRUE Private Wealth Advisors, Envestnet Asset Management Inc, Colony Group, LLC, GWM Advisors LLC, and LPL Financial LLC .
iShares Trust - iShares iBonds Dec 2027 Term Treasury ETF (NasdaqGM:IBTH) 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 15, 2025 is 22,50 / share. Previously, on September 16, 2024, the share price was 22,68 / share. This represents a decline of 0,79% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-11 | 13F | Compass Ion Advisors, LLC | 43.434 | 24,16 | 977 | 24,49 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 51.169 | 181,52 | 1 | |||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 9.290 | 209 | ||||||
| 2025-07-17 | 13F | Robbins Farley Llc | 1.397 | -3,25 | 31 | -3,12 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 958.118 | -7,84 | 21.548 | -7,55 | ||||
| 2025-08-12 | 13F | Tableaux Llc | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 2.023.190 | 2,52 | 45.502 | 2,84 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 495.885 | 69,67 | 11.152 | 70,21 | ||||
| 2025-07-09 | 13F | Lbmc Investment Advisors, Llc | 9.930 | 223 | ||||||
| 2025-05-07 | 13F | Spectrum Wealth Counsel, LLC | 5.137 | 0,00 | 115 | 0,88 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 121.750 | 12,61 | 2.738 | 13,00 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 173.082 | -6,95 | 3.893 | -6,67 | ||||
| 2025-07-30 | 13F/A | KPP Advisory Services LLC | 13.800 | 0,00 | 310 | 0,32 | ||||
| 2025-07-30 | 13F | Granite Harbor Advisors, Inc. | 37.893 | 2,00 | 852 | 2,40 | ||||
| 2025-08-04 | 13F | 4J Wealth Management LLC | 38.183 | -9,43 | 859 | -9,21 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 0 | -100,00 | 0 | |||||
| 2025-07-16 | 13F | Old Port Advisors | 306.158 | 4,12 | 6.885 | 4,44 | ||||
| 2025-08-11 | 13F | HHM Wealth Advisors, LLC | 601 | 0,00 | 14 | 0,00 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 225.012 | 28,73 | 5.061 | 29,11 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 603.607 | -0,37 | 14 | 0,00 | ||||
| 2025-08-04 | 13F | Balentine LLC | 1.124 | 0,00 | 25 | 0,00 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 12.034 | -9,07 | 271 | -7,85 | ||||
| 2025-04-29 | 13F | Hm Payson & Co | 5.459.782 | 10,73 | 122.408 | 11,84 | ||||
| 2025-07-23 | 13F | Spectrum Asset Management, Inc. (NB/CA) | 27.636 | 27,58 | 622 | 28,04 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 177.282 | 8,39 | 3.987 | 8,73 | ||||
| 2025-07-17 | 13F | Stockman Wealth Management, Inc. | 185.876 | 5,99 | 4.180 | 6,33 | ||||
| 2025-07-07 | 13F | Greenfield Savings Bank | 12.232 | -3,78 | 275 | -3,51 | ||||
| 2025-08-07 | 13F | Hughes Financial Services, LLC | 96.333 | 3,02 | 2.160 | 3,25 | ||||
| 2025-07-23 | 13F | Country Club Bank /gfn | 18.236 | -4,83 | 410 | -4,66 | ||||
| 2025-08-15 | 13F | Howland Capital Management Llc | 114.338 | 17,93 | 2.571 | 18,32 | ||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 103.274 | 0,19 | 2.323 | 0,48 | ||||
| 2025-07-25 | 13F | 1858 Wealth Management, Llc | 0 | -100,00 | 0 | |||||
| 2025-07-15 | 13F | BCS Wealth Management | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Essential Planning, LLC. | 31.797 | 0,43 | 715 | 0,85 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 6.892 | 0,00 | 155 | 0,65 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 150.338 | 51,58 | 3.381 | 52,09 | ||||
| 2025-08-01 | 13F | Bank of Jackson Hole Trust | 3.282 | 0,00 | 74 | 0,00 | ||||
| 2025-07-09 | 13F | Chesley Taft & Associates LLC | 19.000 | 21,79 | 427 | 22,35 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 20.271 | 20,74 | 456 | 21,01 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 1.210.609 | -6,69 | 27.227 | -6,40 | ||||
| 2025-08-01 | 13F | Liberty Wealth Management Llc | 13.806 | 311 | ||||||
| 2025-08-11 | 13F | TRUE Private Wealth Advisors | 1.979.633 | 41,80 | 44.522 | 42,24 | ||||
| 2025-04-11 | 13F | Safeguard Financial, LLC | 25.199 | -2,56 | 565 | -1,74 | ||||
| 2025-08-14 | 13F | Hara Capital LLC | 7.876 | 0,00 | 177 | 0,57 | ||||
| 2025-07-07 | 13F | Trust Co | 10.164 | -9,85 | 229 | -9,52 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 94.912 | 12,63 | 2.135 | 12,97 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 31.390 | 0,00 | 706 | 0,28 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 118 | 3 | ||||||
| 2025-08-14 | 13F | Synovus Financial Corp | 116.825 | -7,13 | 2.628 | -6,84 | ||||
| 2025-08-08 | 13F | Woodley Farra Manion Portfolio Management Inc | 20.956 | 15,69 | 471 | 16,01 | ||||
| 2025-05-15 | 13F | Wealth Management Strategies, Inc. | 392.313 | 11,71 | 8.796 | 11.322,08 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 3.308 | 0,06 | 74 | 0,00 | ||||
| 2025-08-13 | 13F | Hamel Associates, Inc. | 10.469 | 235 | ||||||
| 2025-08-11 | 13F | Atlantic Private Wealth, LLC | 150.645 | 161,38 | 3.388 | 162,23 | ||||
| 2025-08-14 | 13F | UBS Group AG | 1.098.351 | 1,52 | 24.702 | 1,83 | ||||
| 2025-08-14 | 13F | Black Maple Capital Management LP | 12.500 | 281 | ||||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 89.591 | 2,00 | 2 | 100,00 | ||||
| 2025-08-14 | 13F | Wick Capital Partners, LLC | 144.309 | 353,16 | 657 | -7,85 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 10.845 | -92,50 | 0 | -100,00 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 26.116 | 19,38 | 587 | 19,80 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 489.138 | 138,74 | 11 | 150,00 | ||||
| 2025-08-28 | NP | NDOW - Anydrus Advantage ETF | 133.060 | 56,40 | 2.993 | 56,90 | ||||
| 2025-06-02 | 13F | SkyView Investment Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | BlackRock, Inc. | 188.755 | 19,90 | 4.245 | 20,29 | ||||
| 2025-07-14 | 13F | Mechanics Bank Trust Department | 107.500 | -1,15 | 2.418 | -0,86 | ||||
| 2025-08-13 | 13F | RFP Financial Group LLC | 29.350 | 11,40 | 660 | 11,86 | ||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 33.695 | 15,30 | 758 | 15,57 | ||||
| 2025-08-12 | 13F | Eldridge Investment Advisors, Inc. | 17.915 | 5,03 | 402 | 4,97 | ||||
| 2025-08-15 | 13F | Scissortail Wealth Management, LLC | 57.500 | 0,46 | 1.293 | 0,78 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 655 | 0,00 | 15 | 0,00 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 27.596 | 7,40 | 621 | 7,64 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 153.422 | 39,93 | 3.450 | 40,19 | ||||
| 2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 1.778 | 106,26 | 40 | 105,26 | ||||
| 2025-07-11 | 13F | Financial Advisory Corp | 782.545 | 0,73 | 17.599 | 1,04 | ||||
| 2025-08-12 | 13F | Reliant Wealth Planning | 59.077 | 10,87 | 1.329 | 11,22 | ||||
| 2025-07-31 | 13F | Keeler THomas Management LLC | 47.388 | 34,16 | 1.066 | 34,64 | ||||
| 2025-07-16 | 13F | Kerntke Otto McGlone Wealth Management Group | 58.481 | 64,09 | 1.315 | 64,58 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 1.456.004 | 23,90 | 32.746 | 24,29 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 1.223.237 | 428,19 | 27.511 | 429,85 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 623.275 | -0,36 | 14.017 | -0,05 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1.114.208 | 13,49 | 25.059 | 13,84 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 644.028 | 32,31 | 14.484 | 32,73 | ||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 97.110 | -0,65 | 2.184 | -0,32 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-18 | 13F/A | Kestra Investment Management, LLC | 17.328 | -43,91 | 390 | -43,79 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 2.057 | 0,00 | 0 | |||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 1.007.320 | 10,70 | 22.655 | 11,04 | ||||
| 2025-05-14 | 13F | Orion Portfolio Solutions, LLC | 42.069 | 0,00 | 936 | 0,00 | ||||
| 2025-05-08 | 13F | Shufro Rose & Co Llc | 0 | -100,00 | 0 | |||||
| 2025-07-18 | 13F | Foundry Financial Group, Inc. | 59.461 | -9,63 | 1.337 | -9,36 | ||||
| 2025-08-12 | 13F | Titleist Asset Management, Llc | 364.074 | 7,14 | 8.188 | 7,48 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 104.496 | 3,38 | 2.350 | 3,71 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 564.728 | 0,83 | 12.705 | 1,14 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 3.555 | 99,94 | 80 | 102,56 | ||||
| 2025-08-05 | 13F | Fullcircle Wealth Llc | 37.683 | -4,53 | 845 | -4,84 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 109.052 | -1,04 | 2.453 | -0,73 | ||||
| 2025-06-23 | NP | LDRT - iShares iBonds 1-5 Year Treasury Ladder ETF | 175.421 | 200,00 | 3.959 | 204,07 | ||||
| 2025-08-05 | 13F | Hills Bank & Trust Co | 11.136 | 3,68 | 250 | 4,17 | ||||
| 2025-07-15 | 13F | Focused Wealth Management, Inc | 20.718 | 4,96 | 466 | 5,20 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 20.853 | -0,43 | 469 | -0,21 | ||||
| 2025-07-07 | 13F | Horizons Wealth Management | 42.259 | 5,00 | 950 | 5,32 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 237.998 | 5,93 | 5.353 | 6,25 | ||||
| 2025-08-13 | 13F | Boston Family Office Llc | 221.879 | 14,24 | 5 | 0,00 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 13.777 | -70,08 | 0 | -100,00 | ||||
| 2025-07-17 | 13F | Chatham Capital Group, Inc. | 483.379 | -0,20 | 10.871 | 0,11 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 17.689 | 12,78 | 398 | 13,11 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 346.068 | -9,41 | 7.783 | -9,12 | ||||
| 2025-08-12 | 13F | Boreal Capital Management LLC | 0 | 405 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 3.458.097 | -5,85 | 77.773 | -5,55 | ||||
| 2025-07-30 | 13F/A | Old Point Trust & Financial Services N A | 12.610 | 19,53 | 284 | 19,92 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 53.683 | 5,27 | 1.207 | 5,60 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 10.311 | 232 | ||||||
| 2025-08-14 | 13F | Vista Private Wealth Partners. LLC | 743.351 | 8,61 | 16.718 | 8,94 | ||||
| 2025-07-22 | 13F | MBL Wealth, LLC | 252.122 | -8,91 | 5.670 | -8,62 | ||||
| 2025-07-16 | 13F | MKT Advisors LLC | 560.719 | 3,34 | 12.560 | 3,16 | ||||
| 2025-07-25 | 13F | Heartland Bank & Trust Co | 19.101 | 8,19 | 430 | 8,61 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 177.646 | -4,03 | 3.995 | -3,73 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 1.196.483 | 55,61 | 26.909 | 56,10 | ||||
| 2025-04-28 | 13F | Novem Group | 0 | -100,00 | 0 | |||||
| 2025-07-21 | 13F | Mattern Capital Management, Llc | 12.030 | 0,00 | 271 | 0,37 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 22.789 | 513 | ||||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 178.831 | 50,54 | 4.022 | 51,00 | ||||
| 2025-08-08 | 13F | Creative Planning | 44.303 | 0,00 | 996 | 0,30 | ||||
| 2025-07-25 | 13F | Hemington Wealth Management | 1.249 | 0,00 | 0 | |||||
| 2025-07-23 | 13F | BankPlus Trust Department | 1.057 | 0,00 | 24 | 0,00 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 88.270 | 5,64 | 1.985 | 5,98 | ||||
| 2025-07-14 | 13F | Conrad Siegel Investment Advisors, Inc. | 16.275 | -54,99 | 366 | -54,81 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 38.040 | 0,86 | 856 | 1,18 | ||||
| 2025-08-01 | 13F | Koss-Olinger Consulting, LLC | 23.218 | 0,90 | 522 | 1,16 | ||||
| 2025-08-05 | 13F | Gould Asset Management Llc /ca/ | 93.285 | 3,49 | 2.098 | 3,81 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 800 | 0,00 | 18 | 0,00 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 3.437 | -79,69 | 77 | -79,68 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 13.472 | 4,14 | 303 | 4,14 | ||||
| 2025-04-17 | 13F | Montecito Bank & Trust | 50.104 | 4,16 | 1.123 | 5,25 | ||||
| 2025-07-23 | 13F | Element Wealth, LLC | 39.326 | 10,37 | 884 | 10,78 | ||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0 | -100,00 | 0 | |||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 289.147 | 22,90 | 7 | 20,00 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 456 | 10 | ||||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 96.821 | 4,16 | 2.178 | 4,46 | ||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 29.022 | 0,00 | 653 | 0,31 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 105.012 | 5,10 | 2 | 0,00 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 17.007 | 6,54 | 382 | 7,00 | ||||
| 2025-07-24 | 13F | Eastern Bank | 1.150 | 0,00 | 26 | 0,00 | ||||
| 2025-07-24 | 13F/A | TFR Capital, LLC. | 88.052 | 23,48 | 1.980 | 23,90 | ||||
| 2025-08-08 | 13F | WASHINGTON TRUST Co | 12.294 | 0,00 | 276 | 0,36 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 55 | 1 | ||||||
| 2025-08-01 | 13F | Logan Capital Management Inc | 279 | 0,00 | 6 | 0,00 | ||||
| 2025-09-09 | 13F | Cambridge Financial Group, LLC | 24.035 | 2,76 | 541 | 3,05 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 175.439 | 80,65 | 3.925 | 80,41 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 327.520 | -12,61 | 7.366 | -12,34 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 19.117 | 2.149,06 | 1 | -100,00 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 144.005 | -36,08 | 3.239 | -35,89 | ||||
| 2025-08-01 | 13F | Brinker Capital Investments, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-30 | 13F | Journey Advisory Group, LLC | 782.504 | 1,51 | 17.599 | 1,82 | ||||
| 2025-08-04 | 13F | Jim Saulnier & Associates, Llc | 87.976 | 27,69 | 1.979 | 28,11 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 38.982 | 38,45 | 877 | 38,83 | ||||
| 2025-08-12 | 13F | Nemes Rush Group LLC | 61 | 1,67 | 1 | 0,00 | ||||
| 2025-08-14 | 13F | Eight 31 Financial Llc | 272.652 | 1,74 | 6.132 | 2,05 | ||||
| 2025-07-24 | 13F | Moseley Investment Management Inc | 9.439 | 212 | ||||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 20.631 | 0,16 | 464 | 0,65 | ||||
| 2025-07-15 | 13F | Highland Financial Advisors, LLC | 11.306 | 0,00 | 254 | 0,40 | ||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 67.374 | -18,28 | 2 | 0,00 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 2.820 | 1.900,00 | 63 | 2.000,00 | ||||
| 2025-04-22 | 13F | Mendota Financial Group, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-08 | 13F | Gradient Investments LLC | 52.487 | 0,11 | 1.180 | 0,43 | ||||
| 2025-04-01 | 13F | Cornerstone Planning, LLC | 128.718 | 2.857 | ||||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 570 | 13 | ||||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 11.538 | 259 | ||||||
| 2025-07-11 | 13F | First PREMIER Bank | 745 | -4,49 | 0 | |||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 27.197 | 0,00 | 612 | 0,33 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 0 | -100,00 | 0 | |||||
| 2025-07-17 | 13F | Oakworth Capital, Inc. | 699 | 0,00 | 16 | 0,00 | ||||
| 2025-08-11 | 13F | FSA Wealth Management LLC | 92 | 2 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 40.206 | 904 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 61.134 | 436,73 | 1.375 | 438,82 | ||||
| 2025-08-07 | 13F | Beese Fulmer Investment Management, Inc. | 9.064 | 204 | ||||||
| 2025-07-18 | 13F | Precision Wealth Strategies, LLC | 10.176 | 229 | ||||||
| 2025-07-08 | 13F | Lowe Wealth Advisors, LLC | 1.300 | 0,00 | 29 | 0,00 | ||||
| 2025-08-12 | 13F | Associated Banc-corp | 84.305 | 20,92 | 1.896 | 21,31 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 48.772 | 115,40 | 1.097 | 116,17 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 36 | 1 | ||||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 9.466 | 0,00 | 213 | 0,00 | ||||
| 2025-07-22 | 13F | Mascoma Wealth Management LLC | 11.484 | 0,00 | 258 | 0,39 | ||||
| 2025-08-14 | 13F | Comerica Bank | 11.226 | -0,12 | 252 | 0,40 | ||||
| 2025-08-08 | 13F | Summitry Llc | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | Actinver Wealth Management, Inc. | 15.702 | 8,61 | 353 | 8,95 | ||||
| 2025-08-14 | 13F | Connecticut Wealth Management, LLC | 12.845 | 289 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 161.425 | 4,73 | 3.630 | 5,07 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 748.226 | 2,25 | 16.828 | 2,57 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 12.942 | 0,00 | 291 | 0,34 | ||||
| 2025-08-07 | 13F | Fagan Associates, Inc. | 301.984 | -2,34 | 6.792 | -2,03 | ||||
| 2025-08-14 | 13F | Fmr Llc | 0 | -100,00 | 0 | |||||
| 2025-07-31 | 13F | Resonant Capital Advisors, LLC | 11.483 | 0,00 | 258 | 0,39 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 879 | 58,95 | 20 | 58,33 | ||||
| 2025-07-31 | 13F | GLOBALT Investments LLC / GA | 2.883.167 | -2,14 | 64.842 | -1,84 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 24.976 | 35,19 | 562 | 35,51 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 18.056 | 31,14 | 406 | 31,82 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 65.529 | 11,04 | 1 | 0,00 | ||||
| 2025-07-11 | 13F | Trinity Wealth Management, LLC | 14.866 | 0,00 | 334 | 0,30 | ||||
| 2025-07-18 | 13F | Northstar Group, Inc. | 268.398 | 47,25 | 6.036 | 47,72 | ||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 5.638 | 10,53 | 127 | 10,53 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 0 | -100,00 | 0 | |||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 488 | -20,52 | 11 | -23,08 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 324.827 | 5,17 | 7.305 | 5,50 | ||||
| 2025-08-14 | 13F | STAR Financial Bank | 93.867 | 10,76 | 2.111 | 11,11 | ||||
| 2025-07-08 | 13F | Legacy Private Trust Co. | 485.458 | 0,27 | 10.918 | 0,57 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 9.074 | -44,15 | 204 | -43,96 | ||||
| 2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 145.937 | 2,20 | 3.282 | 2,53 | ||||
| 2025-07-31 | 13F | Blake Schutter Theil Wealth Advisors, LLC | 24.021 | 0,00 | 540 | 0,37 | ||||
| 2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 446.695 | 19,67 | 10.046 | 20,05 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 9.145 | 0,00 | 206 | 0,00 | ||||
| 2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 17.514 | -1,64 | 0 | |||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 13.095 | 1,29 | 294 | 2,80 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 21.422 | 482 | ||||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 691 | 16 | ||||||
| 2025-07-23 | 13F | High Note Wealth, LLC | 400 | 9 | ||||||
| 2025-08-01 | 13F | Schmidt P J Investment Management Inc | 10.531 | 237 | ||||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 34.096 | -3,87 | 767 | -3,65 | ||||
| 2025-07-28 | 13F | Duncker Streett & Co Inc | 26.588 | 0,00 | 598 | 0,17 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 333.908 | 0,15 | 7.510 | 0,45 | ||||
| 2025-08-13 | 13F | Portland Global Advisors LLC | 114.149 | 7,03 | 2.567 | 7,36 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 17.844 | -1,68 | 401 | -1,23 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 31.628 | 3,57 | 711 | 3,95 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 8.965 | -33,82 | 202 | -33,66 | ||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 33.613 | 0,00 | 756 | 0,27 | ||||
| 2025-07-29 | 13F | Straight Path Wealth Management | 22.776 | 6,10 | 512 | 6,44 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 3.366 | 0,00 | 76 | 0,00 | ||||
| 2025-07-23 | 13F | Evexia Wealth Llc | 23.820 | -59,53 | 534 | -59,56 | ||||
| 2025-08-08 | 13F | TD Capital Management LLC | 2.075 | 1,02 | 47 | 0,00 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 535.727 | -13,94 | 12.049 | -13,66 | ||||
| 2025-07-22 | 13F | Autumn Glory Partners, LLC | 12.369 | -2,21 | 278 | -1,77 | ||||
| 2025-07-14 | 13F | Kfg Wealth Management, Llc | 14.353 | 8,78 | 323 | 9,15 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 26.439 | 0,00 | 595 | 0,34 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 694.099 | 7,54 | 15.610 | 7,87 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 595.846 | -0,19 | 13.329 | -0,41 | ||||
| 2025-07-09 | 13F | Krilogy Financial LLC | 460.867 | 0,96 | 10.365 | 1,27 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 700 | 0,00 | 16 | 0,00 | ||||
| 2025-07-29 | 13F | Carmel Capital Partners, LLC | 81.500 | 1.833 | ||||||
| 2025-07-16 | 13F | Rebalance, Llc | 171.673 | 141,32 | 3.861 | 142,16 | ||||
| 2025-07-21 | 13F | Crews Bank & Trust | 17.960 | 6,75 | 404 | 6,90 | ||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 140.820 | 21,91 | 3.167 | 22,33 | ||||
| 2025-08-11 | 13F | Midwest Professional Planners, LTD. | 132.541 | 50,01 | 2.981 | 50,51 | ||||
| 2025-08-06 | 13F | Cannon Financial Strategists, Inc. | 62.973 | 0,97 | 1.416 | 1,29 | ||||
| 2025-08-07 | 13F | Montag A & Associates Inc | 12.865 | 0,00 | 289 | 0,35 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 3.467.375 | 29,01 | 77.981 | 29,41 | ||||
| 2025-07-29 | 13F | Accretive Wealth Partners, LLC | 144.978 | 6,93 | 3.261 | 7,27 | ||||
| 2025-07-15 | 13F | Retireful, LLC | 133.060 | 2.993 | ||||||
| 2025-07-30 | 13F | Brookstone Capital Management | 9.220 | 207 | ||||||
| 2025-07-24 | 13F | Riverchase Wealth Management, Llc | 31.929 | 6,94 | 718 | 7,32 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 10.970 | 247 | ||||||
| 2025-08-05 | 13F | Sigma Planning Corp | 44.256 | 1,35 | 995 | 1,74 | ||||
| 2025-07-01 | 13F | Confluence Investment Management Llc | 467.115 | -0,71 | 10.505 | -0,40 | ||||
| 2025-07-30 | 13F | DecisionMap Wealth Management, LLC | 11.563 | 260 | ||||||
| 2025-08-08 | 13F | Mv Capital Management, Inc. | 604.366 | 2,51 | 13.592 | 2,84 | ||||
| 2025-07-24 | 13F | Lokken Investment Group LLC | 9.335 | 210 | ||||||
| 2025-07-25 | 13F | Stephens Consulting, LLC | 334 | 0,00 | 8 | 0,00 | ||||
| 2025-08-07 | 13F | Rossmore Private Capital | 9.014 | 0,00 | 203 | 0,00 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 15.264 | 343 | ||||||
| 2025-07-11 | 13F | Lantz Financial LLC | 117.662 | 17,41 | 2.646 | 17,81 | ||||
| 2025-07-21 | 13F | Asset Advisors Investment Management, LLC | 468.057 | 44,51 | 10.527 | 44,97 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 153.300 | 25,19 | 3.448 | 25,57 | ||||
| 2025-07-30 | 13F | Probity Advisors, Inc. | 234.722 | -14,82 | 5.279 | -14,55 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 33.383 | -5,05 | 751 | -4,82 | ||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-24 | 13F | Costello Asset Management, INC | 9.552 | -29,83 | 215 | -29,84 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 0 | -100,00 | 0 | |||||
| 2025-08-01 | 13F | Signature Wealth Management Group | 23.461 | -1,68 | 528 | -1,50 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 32.645 | 0,00 | 734 | 0,41 | ||||
| 2025-08-14 | 13F | Obsidian Personal Planning Solutions LLC | 361.985 | 15,22 | 8.141 | 14,82 | ||||
| 2025-08-01 | 13F | Transcend Wealth Collective, Llc | 40.318 | 0,00 | 907 | 0,33 | ||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 42.547 | 8,34 | 957 | 8,64 | ||||
| 2025-08-01 | 13F | Austin Private Wealth, LLC | 54.445 | 16,45 | 1.224 | 16,79 | ||||
| 2025-04-25 | 13F | Altus Wealth Group LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-14 | 13F | AllSquare Wealth Management LLC | 31.726 | 0,00 | 714 | 0,28 | ||||
| 2025-05-12 | 13F | Kohmann Bosshard Financial Services, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 15.514 | 349 | ||||||
| 2025-08-04 | 13F | Assetmark, Inc | 631 | 14 | ||||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 12.538 | 15,71 | 282 | 16,12 | ||||
| 2025-07-11 | 13F | Shelton Wealth Management, Llc | 336.748 | 4,72 | 7.573 | 5,05 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 45.344 | 0,20 | 1.020 | 0,49 |
