Grundlæggende statistik
| Institutionelle ejere | 391 total, 391 long only, 0 short only, 0 long/short - change of 0,00% MRQ |
| Gennemsnitlig porteføljeallokering | 0.7092 % - change of -4,60% MRQ |
| Institutionelle aktier (lange) | 63.778.174 (ex 13D/G) - change of 1,34MM shares 2,15% MRQ |
| Institutionel værdi (lang) | $ 2.535.818 USD ($1000) |
Institutionelt ejerskab og aktionærer
iShares Trust - iShares Core 1-5 Year USD Bond ETF (US:ISTB) har 391 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 63,778,174 aktier. Største aktionærer omfatter Acorns Advisers, LLC, BlackRock, Inc., State Of Wisconsin Investment Board, Charles Schwab Investment Management Inc, BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES, Raymond James Financial Inc, Trust Point Inc., Spinnaker Trust, Mariner, LLC, and Townsend & Associates, Inc .
iShares Trust - iShares Core 1-5 Year USD Bond ETF (NasdaqGM:ISTB) 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 48,86 / share. Previously, on September 13, 2024, the share price was 48,65 / share. This represents an increase of 0,43% 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) |
|
|---|---|---|---|---|---|---|---|---|
| 2025-07-15 | BlackRock Portfolio Management LLC | 4,893,986 | 6,420,657 | 31.19 | 7.00 | 27.27 |
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 73.974 | -2,87 | 3.599 | -2,28 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 11.232 | 285,32 | 546 | 290,00 | ||||
| 2025-07-28 | 13F | Private Wealth Asset Management, LLC | 9 | 0 | ||||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 14.706 | 7,14 | 715 | 7,84 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 108.237 | 2,14 | 5.266 | 2,77 | ||||
| 2025-04-29 | 13F | Element Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | Greykasell Wealth Strategies, Inc. | 12.065 | -8,94 | 587 | -8,44 | ||||
| 2025-07-31 | 13F | Darden Wealth Group Inc | 27.443 | -0,17 | 1.335 | 0,45 | ||||
| 2025-07-22 | 13F | Peoples Bank /oh | 78.492 | 1,79 | 3.819 | 2,41 | ||||
| 2025-07-28 | 13F | Holistic Planning, LLC | 7.047 | 343 | ||||||
| 2025-04-04 | 13F | Capital Market Strategies LLC | 0 | -100,00 | 0 | |||||
| 2025-08-07 | 13F | McClarren Financial Advisors, Inc. | 61.790 | -1,63 | 3.006 | 100.100,00 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 12.918 | -0,28 | 1 | |||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 66.437 | -7,34 | 3.232 | -6,75 | ||||
| 2025-07-10 | 13F | Sterling Investment Advisors Llc /adv | 142.614 | 3,34 | 6.940 | 4,00 | ||||
| 2025-07-17 | 13F | Fiduciary Advisors, Inc. | 185.273 | 6,04 | 9.014 | 6,70 | ||||
| 2025-08-04 | 13F | Spinnaker Trust | 1.338.348 | -2,90 | 65.111 | -2,30 | ||||
| 2025-07-18 | 13F | Vicus Capital | 22.273 | 3,26 | 1.084 | 3,93 | ||||
| 2025-08-07 | 13F/A | Curat Global, LLC | 6.442 | 24,53 | 313 | 19,92 | ||||
| 2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 23.658 | 0,00 | 1.151 | 0,61 | ||||
| 2025-08-08 | 13F | Ironwood Investment Counsel, LLC | 20.709 | -8,56 | 1.008 | -8,04 | ||||
| 2025-07-14 | 13F | Opal Wealth Advisors, LLC | 382.554 | 3,77 | 18.611 | 4,42 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1.995.387 | -0,07 | 97.076 | 0,55 | ||||
| 2025-05-21 | 13F | Schmidt P J Investment Management Inc | 0 | -100,00 | 0 | |||||
| 2025-05-08 | 13F | Certified Advisory Corp | 0 | -100,00 | 0 | |||||
| 2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 4.422 | 0,94 | 215 | 1,90 | ||||
| 2025-08-14 | 13F | Betterment LLC | 39.922 | 6,82 | 2 | 0,00 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 375.644 | 3,50 | 18.275 | 4,15 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 15 | 1 | ||||||
| 2025-08-12 | 13F | Charles Schwab Investment Management Inc | 2.400.472 | -19,58 | 116.783 | -19,08 | ||||
| 2025-07-10 | 13F | Global Financial Private Client, LLC | 10.424 | 0,00 | 507 | 0,60 | ||||
| 2025-07-15 | 13F | Town & Country Bank & Trust CO dba First Bankers Trust CO | 6.794 | 19,84 | 331 | 20,44 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 7.012.213 | 27,31 | 341.144 | 28,10 | ||||
| 2025-05-09 | 13F | Frazier Financial Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | Diversified Portfolios, Inc. | 14.414 | -4,86 | 701 | -4,23 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 15.218 | 38,03 | 740 | 38,84 | ||||
| 2025-08-05 | 13F | BCGM Wealth Management, LLC | 88.644 | 1,88 | 4.313 | 2,50 | ||||
| 2025-08-13 | 13F | Fiduciary Group LLC | 78.377 | -4,72 | 3.813 | -4,12 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 992 | 0,00 | 48 | 2,13 | ||||
| 2025-07-08 | 13F | Baker Ellis Asset Management LLC | 130.600 | 3,90 | 6.354 | 4,54 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 225 | 0,00 | 11 | 0,00 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 983.656 | 18,57 | 47.796 | 19,24 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 291 | 0,00 | 14 | 0,00 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 39.910 | 2,65 | 1.942 | 3,30 | ||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 3.431 | 0,15 | 0 | |||||
| 2025-08-05 | 13F | Alexander Randolph Advisory Inc | 250.491 | 19,48 | 12.186 | 20,22 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 943 | -44,56 | 46 | -45,12 | ||||
| 2025-08-12 | 13F | Rather & Kittrell, Inc. | 24.315 | -6,02 | 1.183 | -5,44 | ||||
| 2025-07-30 | 13F | Green Square Capital Advisors Llc | 4.305 | 0,00 | 209 | 0,48 | ||||
| 2025-06-23 | NP | IYLD - iShares Morningstar Multi-Asset Income ETF | 363.157 | 1,87 | 17.642 | 3,04 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 110.649 | 218,30 | 5.383 | 220,42 | ||||
| 2025-07-25 | 13F | Investment Advisory Group, LLC | 51.602 | 2,62 | 2.510 | 3,25 | ||||
| 2025-07-09 | 13F | Affinity Capital Advisors, LLC | 5.214 | -21,40 | 254 | -20,19 | ||||
| 2025-08-06 | 13F | Hoxton Planning & Management, LLC | 149.663 | -0,01 | 7.281 | 0,62 | ||||
| 2025-04-30 | 13F | Abound Financial, Llc | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 11.063 | 538 | ||||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 33.541 | 1,94 | 1.632 | 2,58 | ||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 5.992 | 0,00 | 292 | 0,69 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 4.228 | 1,63 | 206 | 1,99 | ||||
| 2025-05-01 | 13F | Secured Retirement Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2025-07-02 | 13F | Dentgroup LLC | 103.473 | -3,10 | 5.034 | -2,50 | ||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 31.870 | -0,42 | 1.550 | 0,19 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 168.694 | 21,35 | 8 | 33,33 | ||||
| 2025-08-19 | 13F | Hohimer Wealth Management, Llc | 5.520 | -7,85 | 269 | -7,27 | ||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Cambridge Associates Llc /ma/ /adv | 47.033 | 0,00 | 2.288 | 0,62 | ||||
| 2025-08-14 | 13F | Comerica Bank | 9.482 | -0,02 | 461 | 0,66 | ||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 409.777 | 19,96 | 19.936 | 20,70 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 135.754 | -1,55 | 6.604 | -0,94 | ||||
| 2025-08-05 | 13F | Sunburst Financial Group, LLC | 20.082 | 0,19 | 977 | 0,72 | ||||
| 2025-07-25 | 13F | Priebe Wealth Holdings LLC | 6.115 | 0,00 | 297 | 0,68 | ||||
| 2025-04-15 | 13F | Michael A. Dubis Financial Planning, LLC | 18.245 | -0,92 | 882 | |||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 206.145 | -0,17 | 9.967 | 1,04 | ||||
| 2025-04-17 | 13F | Grimes & Company, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-20 | NP | NATIONWIDE VARIABLE INSURANCE TRUST - NVIT iShares Fixed Income ETF Fund II | 258.528 | -0,15 | 12.577 | 0,47 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 28.718 | -4,73 | 1.397 | -4,12 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 1 | 0,00 | 0 | |||||
| 2025-08-12 | 13F | Change Path, LLC | 10.478 | 510 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 1.024.472 | 52,47 | 49.841 | 53,42 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 20 | 100,00 | 1 | |||||
| 2025-07-29 | 13F | Lutz Financial Services LLC | 90.552 | -0,51 | 4.405 | 0,11 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 5.200 | 253 | |||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 195.809 | 96,01 | 9.526 | 97,23 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 26.708 | 68,47 | 1.299 | 69,58 | ||||
| 2025-08-05 | 13F | Hunter Associates Investment Management Llc | 362.911 | -0,52 | 18 | 0,00 | ||||
| 2025-07-10 | 13F | Kmg Fiduciary Partners, Llc | 32.424 | 0,07 | 1.577 | 0,70 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 17.540 | 2,54 | 1 | |||||
| 2025-08-13 | 13F | GM Advisory Group, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F | Smithfield Trust Co | 54.327 | 0,00 | 3 | 0,00 | ||||
| 2025-08-11 | 13F | Pineridge Advisors LLC | 111 | 0,91 | 5 | 0,00 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 108.287 | -11,73 | 5.268 | -11,18 | ||||
| 2025-08-14 | 13F | C M Bidwell & Associates Ltd | 97.808 | 0,93 | 4.758 | 1,56 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 3.901 | 18,97 | 190 | 19,62 | ||||
| 2025-08-07 | 13F | Nwam Llc | 27.245 | 0,68 | 1.321 | 0,99 | ||||
| 2025-08-14 | 13F | Fmr Llc | 3.583 | 35,41 | 174 | 37,01 | ||||
| 2025-08-14 | 13F | Destination Wealth Management | 565.858 | 1,94 | 27.529 | 2,57 | ||||
| 2025-07-22 | NP | DLDFX - Destinations Low Duration Fixed Income Fund Class I | 765.515 | -25,11 | 37.051 | -25,00 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 4.256 | 0,57 | 207 | 1,47 | ||||
| 2025-07-29 | 13F | Cidel Asset Management Inc | 5.425 | 0,00 | 264 | 0,38 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Planwiser Financial, Llc | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Summit Financial, LLC | 10.658 | -0,75 | 519 | -0,19 | ||||
| 2025-07-21 | 13F | Mattern Capital Management, Llc | 16.945 | 0,38 | 824 | 0,98 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 11.000 | 0,00 | 535 | 0,75 | ||||
| 2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 127.451 | 2.439,88 | 6.201 | 2.461,98 | ||||
| 2025-07-23 | 13F | Stephen J. Garry & Associates, Llc | 5.640 | 0,00 | 274 | 0,74 | ||||
| 2025-06-26 | NP | BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES | 2.148.499 | 104.374 | ||||||
| 2025-05-09 | 13F | Delta Financial Group, Inc. | 16.685 | -17,93 | 1 | |||||
| 2025-08-12 | 13F | Tocqueville Asset Management L.p. | 9.400 | 0,00 | 457 | 0,66 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 1.195 | 0,00 | 58 | 1,75 | ||||
| 2025-08-12 | 13F | XTX Topco Ltd | 4.452 | 217 | ||||||
| 2025-07-30 | 13F | Clune & Associates, Ltd. | 149.720 | 5,15 | 7.284 | 5,80 | ||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 446 | 0,00 | 22 | 0,00 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 12.685 | -10,20 | 617 | -9,53 | ||||
| 2025-07-11 | 13F | Essex Savings Bank | 5.470 | 0,00 | 266 | 0,76 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 187 | 0,00 | 0 | |||||
| 2025-08-13 | 13F | Colonial Trust Advisors | 10.008 | -12,53 | 487 | -12,12 | ||||
| 2025-07-17 | 13F | City Holding Co | 47.928 | 5,37 | 2.332 | 6,05 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 22.457 | 1,64 | 1.089 | 1,97 | ||||
| 2025-08-07 | 13F | Lakeridge Wealth Management LLC | 210.089 | 1,95 | 10.221 | 2,58 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 6.325 | 7,29 | 308 | 7,72 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 502.761 | 2,40 | 24.459 | 3,04 | ||||
| 2025-06-26 | NP | BYLD - iShares Yield Optimized Bond ETF | 243.226 | -15,59 | 11.816 | -14,63 | ||||
| 2025-08-04 | 13F | Rede Wealth, LLC | 5.409 | -7,27 | 263 | -6,74 | ||||
| 2025-08-04 | 13F | Keybank National Association/oh | 114.721 | 8,45 | 5.581 | 9,13 | ||||
| 2025-07-10 | 13F | Trust Point Inc. | 1.688.601 | -7,10 | 82.151 | -6,52 | ||||
| 2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-25 | 13F | Midwest Capital Advisors, LLC | 2.408 | 0,00 | 117 | 0,86 | ||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 1.869 | 0,00 | 91 | 0,00 | ||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 9.890 | -11,38 | 481 | -10,76 | ||||
| 2025-07-16 | 13F | Arkansas Financial Group, Inc. | 137.067 | -4,75 | 6.624 | -4,04 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 13.656 | 14,71 | 664 | 15,30 | ||||
| 2025-07-08 | 13F | Rise Advisors, LLC | 307 | 0,99 | 15 | 0,00 | ||||
| 2025-07-08 | 13F | Arlington Trust Co LLC | 10.900 | 0,00 | 530 | 0,57 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 5.368 | 261 | ||||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 12.783 | 9,71 | 622 | 10,30 | ||||
| 2025-07-11 | 13F | First PREMIER Bank | 27.736 | -2,42 | 1 | 0,00 | ||||
| 2025-05-06 | 13F | Greenwood Gearhart Inc | 0 | -100,00 | 0 | |||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 5.652 | 0,75 | 275 | 1,11 | ||||
| 2025-04-30 | 13F | Mjp Associates Inc /adv | 0 | -100,00 | 0 | |||||
| 2025-07-15 | 13F | Eaton Financial Holdings Company, LLC | 15.865 | -64,15 | 772 | -63,96 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 390.604 | 62,31 | 18.886 | 63,18 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 760 | 0,00 | 0 | |||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 8 | -92,79 | 0 | -100,00 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 83.246 | -12,31 | 4.050 | -11,77 | ||||
| 2025-08-11 | 13F | Rockbridge Investment Management, LCC | 39.695 | -2,33 | 1.931 | -1,73 | ||||
| 2025-08-06 | 13F | Cannon Financial Strategists, Inc. | 83.803 | 0,00 | 4.077 | 0,64 | ||||
| 2025-08-11 | 13F | Walter & Keenan Financial Consulting Co /mi/ /adv | 5.540 | 0,00 | 270 | 0,75 | ||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 13.685 | 1,65 | 666 | 2,31 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 169 | 0,60 | 8 | 0,00 | ||||
| 2025-07-16 | 13F | Cahaba Wealth Management, Inc. | 951.285 | -1,50 | 46.280 | -0,89 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 54.038 | -3,26 | 2.629 | -2,67 | ||||
| 2025-08-07 | 13F | Fonville Wealth Management LLC | 169.162 | 3,93 | 8.230 | 4,46 | ||||
| 2025-08-07 | 13F | Arbor Trust Wealth Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 56.325 | -8,81 | 2.740 | -8,24 | ||||
| 2025-07-01 | 13F | Burkett Financial Services, Llc | 2.245 | 4,86 | 109 | 5,83 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 15.586 | 0,76 | 758 | 1,47 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 19.681 | -0,48 | 957 | 0,10 | ||||
| 2025-07-14 | 13F | ABLE Financial Group, LLC | 17.972 | 0,00 | 874 | 0,69 | ||||
| 2025-08-12 | 13F | Manchester Capital Management LLC | 11 | 1 | ||||||
| 2025-07-07 | 13F | General Partner, Inc. | 245 | 0,00 | 12 | 0,00 | ||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 16.689 | 0,08 | 812 | 0,62 | ||||
| 2025-08-14 | 13F | TrueWealth Financial Partners | 15.806 | -56,44 | 769 | -56,21 | ||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 0 | -100,00 | 0 | |||||
| 2025-07-15 | 13F | Cranbrook Wealth Management, LLC | 154.557 | -4,71 | 7.519 | -4,12 | ||||
| 2025-07-28 | 13F | Copia Wealth Management | 0 | -100,00 | 0 | |||||
| 2025-07-15 | 13F | Sheets Smith Wealth Management | 27.010 | 10,47 | 1.314 | 11,17 | ||||
| 2025-07-25 | 13F | Courage Miller Partners, LLC | 509.792 | -2,00 | 24.801 | -1,39 | ||||
| 2025-07-14 | 13F | Pacifica Partners Inc. | 504 | 1,00 | 25 | 0,00 | ||||
| 2025-07-29 | 13F | Kelman-Lazarov, Inc. | 6.851 | 1,03 | 333 | 1,83 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 58.007 | -6,35 | 2.822 | -5,74 | ||||
| 2025-08-14 | 13F | Osterweis Capital Management Inc | 438 | 0,46 | ||||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 5 | 0,00 | 0 | |||||
| 2025-08-06 | 13F | Eukles Asset Management | 29.376 | -2,11 | 1.429 | -1,52 | ||||
| 2025-07-09 | 13F | Bank of New Hampshire | 209 | 0,00 | 10 | 0,00 | ||||
| 2025-08-08 | 13F | TD Capital Management LLC | 78.207 | -3,51 | 3.805 | -2,91 | ||||
| 2025-07-11 | 13F | Luts & Greenleigh Group, Inc | 25.837 | -0,22 | 1.257 | 0,40 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 128.699 | 0,00 | 6.261 | 0,63 | ||||
| 2025-07-17 | 13F | Capital Insight Partners, Llc | 298.413 | -6,96 | 14.518 | -6,38 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 186.747 | 10,86 | 9.087 | 11,57 | ||||
| 2025-08-07 | 13F/A | Joseph Group Capital Management | 43.232 | -12,44 | 2.103 | -11,90 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 7.849 | -2,83 | 382 | -2,31 | ||||
| 2025-05-15 | 13F | Nova Wealth Management, Inc. | 15 | 0,00 | 1 | |||||
| 2025-08-14 | 13F | Horizon Investments, LLC | 71 | 0,00 | 3 | 0,00 | ||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 189.072 | -3,39 | 9.198 | -2,79 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 1.748 | 1.394,02 | 85 | 1.600,00 | ||||
| 2025-07-31 | 13F | Oak Harbor Wealth Partners, Llc | 8.619 | 25,35 | 419 | 26,20 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 764.741 | 9,11 | 37.205 | 9,79 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 597 | 2,93 | 29 | 3,57 | ||||
| 2025-07-17 | 13F | Park Place Capital Corp | 39.970 | 1.936 | ||||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 107.946 | 14,98 | 5 | 25,00 | ||||
| 2025-07-25 | 13F | Summa Corp. | 4.200 | 204 | ||||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 21.968 | 3,01 | 1.069 | 3,59 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 263 | 64,38 | 13 | 71,43 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 10.046 | 12,74 | 487 | 13,26 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 4.351 | 0,00 | 212 | 0,48 | ||||
| 2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 165.636 | -16,64 | 8.058 | -16,12 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 148 | 886,67 | 7 | |||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 22.707 | -0,01 | 1.101 | 0,18 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 24.798 | 102,22 | 1.206 | 103,72 | ||||
| 2025-07-24 | 13F | Rice Partnership, LLC | 3.812 | 185 | ||||||
| 2025-07-22 | 13F | Evensky & Katz LLC | 12.550 | 0,89 | 1 | |||||
| 2025-07-25 | 13F | Cwm, Llc | 12.297 | -7,47 | 1 | |||||
| 2025-07-25 | 13F | Stephens Consulting, LLC | 7.160 | -13,91 | 348 | -13,43 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 6.577 | -38,90 | 320 | -38,65 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 9.821 | -3,53 | 478 | -3,05 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 22.461 | 3,59 | 1.093 | 4,20 | ||||
| 2025-07-31 | 13F | LJI Wealth Management, LLC | 22.343 | -48,84 | 1.087 | -48,51 | ||||
| 2025-08-14 | 13F | UBS Group AG | 868.838 | -2,77 | 42.269 | -2,17 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 698 | 1,16 | 34 | 0,00 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 1.110 | 0,00 | 54 | 1,89 | ||||
| 2025-07-21 | 13F | HighMark Wealth Management LLC | 14 | 0,00 | 1 | |||||
| 2025-08-12 | 13F | Deutsche Bank Ag\ | 1.547 | 0,00 | 75 | 1,35 | ||||
| 2025-07-09 | 13F | Reyes Financial Architecture, Inc. | 424 | 0,00 | 21 | 0,00 | ||||
| 2025-08-07 | 13F | Brio Consultants, LLC | 129.174 | -1,48 | 6.284 | -0,87 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 7.732 | 16,01 | 376 | 16,77 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 571.138 | -0,63 | 27.786 | -0,01 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 34.094 | 18,43 | 1.659 | 19,19 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 669 | -1,47 | 33 | 0,00 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 540 | 14,41 | 26 | 18,18 | ||||
| 2025-07-10 | 13F | Security National Bank | 4.064 | -3,95 | 198 | -3,43 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 3.324 | 0,06 | 162 | 0,63 | ||||
| 2025-07-23 | 13F | Sachetta, LLC | 1.075 | 0,00 | 52 | 1,96 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 9.896 | -47,54 | 481 | -47,26 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-04-28 | 13F | Private Trust Co Na | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 16.929 | 1,93 | 820 | 2,25 | ||||
| 2025-04-18 | 13F | Global Trust Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-30 | 13F | Studio Investment Management Llc | 7.730 | -24,62 | 376 | -24,04 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 51.387 | -1,01 | 2.500 | -0,40 | ||||
| 2025-07-08 | 13F | Legacy Private Trust Co. | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 4.604 | 224 | ||||||
| 2025-07-16 | 13F | Townsend Asset Management Corp /nc/ /adv | 185 | 0,00 | 9 | 12,50 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 46.901 | -0,95 | 2.282 | -0,35 | ||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 1.970 | 0,00 | 96 | 0,00 | ||||
| 2025-08-06 | 13F | Vantage Financial Partners, LLC | 27.765 | -2,49 | 1.351 | -1,89 | ||||
| 2025-05-07 | 13F | Spectrum Wealth Counsel, LLC | 4.796 | 0,00 | 232 | 0,87 | ||||
| 2025-08-11 | 13F | HHM Wealth Advisors, LLC | 24.216 | -1,70 | 1.178 | -1,09 | ||||
| 2025-08-06 | 13F | Longview Financial Advisors LLC | 619 | -86,99 | 30 | -86,96 | ||||
| 2025-07-15 | 13F | Bfsg, Llc | 2.977 | 1,88 | 145 | 2,13 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 13.546 | 145,84 | 1 | |||||
| 2025-07-24 | 13F | Accredited Investor Services, Llc | 9.881 | 1,73 | 481 | 2,35 | ||||
| 2025-07-30 | 13F | Paul Damon & Associates, Inc. | 6.454 | 314 | ||||||
| 2025-08-12 | 13F | Wealth Dimensions Group, Ltd. | 50.840 | 1,89 | 2.473 | 2,53 | ||||
| 2025-07-23 | 13F | Elevate Wealth Advisory, Inc | 6.088 | 455,98 | 296 | 469,23 | ||||
| 2025-07-28 | 13F | Hudson Capital Management LLC | 4.675 | 0,69 | 227 | 1,34 | ||||
| 2025-07-14 | 13F | Maryland Capital Advisors Inc. | 152.644 | 1.850,97 | 7.426 | 1.864,55 | ||||
| 2025-08-12 | 13F | Eldridge Investment Advisors, Inc. | 99.229 | 0,03 | 4.811 | 0,29 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 266.685 | 61,51 | 12.974 | 62,52 | ||||
| 2025-08-12 | 13F | Holderness Investments Co | 4.379 | 0,00 | 213 | 0,95 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 0 | -100,00 | 0 | |||||
| 2025-07-25 | 13F | Commonwealth Financial Services, LLC | 19.057 | -2,30 | 927 | -1,70 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 14.274 | -41,22 | 694 | -40,17 | ||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Boston Private Wealth Llc | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | MAI Capital Management | 13.902 | 2,60 | 676 | 3,21 | ||||
| 2025-08-01 | 13F | Oarsman Capital, Inc. | 21.261 | -9,40 | 1.034 | -8,82 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 6.540 | 318 | ||||||
| 2025-05-14 | 13F | Rockefeller Capital Management L.P. | 0 | -100,00 | 0 | |||||
| 2025-05-15 | 13F | Williams & Novak, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-24 | 13F | Wealth Management Resources, Inc. | 332.078 | 6,46 | 16.156 | 7,12 | ||||
| 2025-07-15 | 13F | Kopp Family Office, LLC | 2.173 | 0,00 | 106 | 0,00 | ||||
| 2025-07-25 | 13F | Northwest Capital Management Inc | 11.066 | 3,97 | 538 | 4,67 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 13.238 | -11,25 | 644 | -10,68 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100,00 | 0 | |||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 706 | 0,00 | 34 | 0,00 | ||||
| 2025-07-03 | 13F | Garde Capital, Inc. | 7.190 | 0,00 | 350 | 0,58 | ||||
| 2025-08-05 | 13F | Aviance Capital Partners, LLC | 8.198 | -3,26 | 399 | -2,69 | ||||
| 2025-04-24 | 13F | Boyd Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-23 | 13F | Woodside Wealth Management LLC | 956 | 2,14 | 47 | 2,22 | ||||
| 2025-07-29 | 13F | Regions Financial Corp | 0 | -100,00 | 0 | |||||
| 2025-05-13 | 13F | Northern Trust Corp | 0 | -100,00 | 0 | |||||
| 2025-07-21 | 13F | Abundance Wealth Counselors | 218.284 | -5,24 | 11 | -9,09 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 575 | 0,00 | 28 | 0,00 | ||||
| 2025-04-22 | 13F | PFG Investments, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F | Omega Financial Group, LLC | 273.767 | 1,39 | 13.319 | 2,01 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 194.672 | -5,57 | 9.471 | -4,99 | ||||
| 2025-05-28 | 13F | Intrua Financial, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 108 | 0,00 | 5 | 0,00 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 513.291 | 59,97 | 24.979 | 61,00 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 4.590 | 4,53 | 223 | 5,19 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 99.409 | -51,90 | 4.836 | -51,60 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 17.629 | 62,73 | 858 | 63,86 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 9.460 | -32,36 | 460 | -31,95 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 11.043 | 537 | ||||||
| 2025-08-07 | 13F | Samalin Investment Counsel, LLC | 55.239 | 0,54 | 2.687 | 1,17 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 37.471 | 13,88 | 1.823 | 14,59 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 1.113 | -35,06 | 54 | -34,15 | ||||
| 2025-05-08 | 13F | Modera Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-16 | 13F | MKT Advisors LLC | 37.719 | -3,42 | 1.827 | -2,82 | ||||
| 2025-08-11 | 13F | Estate Counselors, LLC | 104.630 | 5.090 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 6.359 | 405,48 | 309 | 415,00 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 158.312 | 1,24 | 8 | 0,00 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 0 | |||||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 14.461 | 5,86 | 704 | 6,52 | ||||
| 2025-07-22 | 13F | MBL Wealth, LLC | 710.403 | -0,78 | 34.561 | -0,16 | ||||
| 2025-07-25 | 13F | Iron Financial, LLC | 221.121 | 0,88 | 10.758 | 1,51 | ||||
| 2025-08-12 | 13F | Weaver Consulting Group | 4.470 | 217 | ||||||
| 2025-08-12 | 13F | Richard W. Paul & Associates, LLC | 41.452 | -1,45 | 2.017 | -0,84 | ||||
| 2025-08-13 | 13F | Fpc Investment Advisory, Inc. | 545.274 | 7,88 | 26.473 | 8,69 | ||||
| 2025-07-15 | 13F | Buttonwood Financial Advisors Inc. | 187.435 | 1,08 | 9.119 | 1,71 | ||||
| 2025-07-31 | 13F | BIP Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2025-04-03 | 13F | First Hawaiian Bank | 89.050 | 0,66 | 4.306 | 1,89 | ||||
| 2025-07-23 | 13F | Godsey & Gibb Associates | 0 | -100,00 | 0 | |||||
| 2025-08-01 | 13F | Providence First Trust Co | 130.588 | 1,56 | 6.353 | 2,19 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 32.406 | -2,89 | 1.577 | -2,11 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 2.382 | 0,00 | 0 | |||||
| 2025-08-14 | 13F | Mariner, LLC | 1.156.571 | 2,00 | 56.267 | 2,63 | ||||
| 2025-04-25 | 13F | MidAtlantic Capital Management, Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 22.955 | -10,29 | 1.117 | -9,78 | ||||
| 2025-05-02 | 13F | Transcendent Capital Group LLC | 0 | -100,00 | 0 | |||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 23.805 | 14,00 | 1.158 | 14,77 | ||||
| 2025-08-11 | 13F | Wescott Financial Advisory Group, LLC | 182.860 | 1,28 | 8.896 | 1,91 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 18.373 | 16,54 | 894 | 17,19 | ||||
| 2025-07-14 | 13F | Rooted Wealth Advisors, Inc. | 83.935 | 7,12 | 4.060 | 7,15 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 626.164 | 12,14 | 30.463 | 12,83 | ||||
| 2025-07-15 | 13F | LVZ Advisors, Inc. | 6.598 | -32,79 | 321 | -32,49 | ||||
| 2025-08-01 | 13F | Zhang Financial LLC | 0 | -100,00 | 0 | |||||
| 2025-07-11 | 13F | Prosperity Planning, Inc. | 41.623 | 3,16 | ||||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 21.183 | 0,18 | 1.031 | 0,78 | ||||
| 2025-07-09 | 13F | Lineweaver Wealth Advisors, LLC | 249.026 | 23,52 | 12.115 | 24,28 | ||||
| 2025-08-08 | 13F | Atlantic Trust, LLC | 163 | 0,00 | 8 | 0,00 | ||||
| 2025-08-14 | 13F | Fortress Financial Group, Llc | 0 | -100,00 | 0 | |||||
| 2025-07-22 | 13F | Schwab Charitable Fund | 15.083 | 0,00 | 734 | 0,55 | ||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 0 | -100,00 | 0 | |||||
| 2025-07-23 | 13F | Columbus Macro, LLC | 30.692 | -20,25 | 1.493 | -19,73 | ||||
| 2025-04-15 | 13F | EdgeRock Capital LLC | 0 | -100,00 | 0 | |||||
| 2025-07-23 | 13F | Bluestem Financial Advisors, Llc | 105.976 | -3,84 | 5.156 | -3,25 | ||||
| 2025-08-07 | 13F | Argent Advisors, Inc. | 296.781 | -0,93 | 14.438 | -0,32 | ||||
| 2025-08-12 | 13F | Seeds Investor Llc | 72.102 | 16,70 | 3.508 | 17,41 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 32 | -41,82 | 2 | -50,00 | ||||
| 2025-07-10 | 13F | Charter Oak Capital Management, LLC | 37.200 | 0,16 | 1.810 | 0,78 | ||||
| 2025-07-17 | 13F | Wolff Wiese Magana Llc | 3 | 0,00 | 0 | |||||
| 2025-08-01 | 13F | Koss-Olinger Consulting, LLC | 468.079 | -4,93 | 22.772 | -4,34 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 35.361 | 4,18 | 1.720 | 4,81 | ||||
| 2025-07-24 | 13F | McKinley Carter Wealth Services, Inc. | 30.133 | -36,25 | 1.466 | -35,89 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 0 | -100,00 | 0 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 5.130 | 6,88 | 250 | 7,33 | ||||
| 2025-07-16 | 13F | PFS Partners, LLC | 5.432 | 0,00 | 264 | 0,76 | ||||
| 2025-08-04 | 13F | Center for Financial Planning, Inc. | 20.845 | 0,00 | 1.014 | 0,70 | ||||
| 2025-04-28 | 13F | First Horizon Advisors, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-08 | 13F | Corepath Wealth Partners Llc | 115.079 | -5,22 | 5.568 | -4,89 | ||||
| 2025-07-21 | 13F | Keystone Financial Group, Inc. | 44.739 | 11,16 | 2.168 | 11,59 | ||||
| 2025-05-15 | 13F | Icon Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-15 | 13F | Smith & Howard Wealth Management, LLC | 5.543 | 0,00 | 270 | 0,37 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 762 | 37 | ||||||
| 2025-08-14 | 13F | FC Advisory LLC | 32.778 | 1,46 | 1.595 | 2,11 | ||||
| 2025-08-14 | 13F | Transamerica Financial Advisors, Inc. | 53 | 0,00 | 3 | |||||
| 2025-07-24 | 13F | KFA Private Wealth Group, LLC | 148.933 | 6,02 | 7.246 | 6,69 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 489 | 0,00 | 24 | 0,00 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 4.900 | 15,32 | 238 | 16,10 | ||||
| 2025-08-11 | 13F | Anderson Financial Strategies, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Banque Transatlantique SA | 1.442 | 0,00 | 70 | 9,38 | ||||
| 2025-07-17 | 13F | SC&H Financial Advisors, Inc. | 7.372 | 0,64 | 359 | 1,13 | ||||
| 2025-07-29 | 13F | Values First Advisors, Inc. | 127.765 | -1,27 | 6.216 | -0,66 | ||||
| 2025-08-07 | 13F | Wealth Forward, LLC | 5.042 | 0,00 | 245 | 0,82 | ||||
| 2025-05-05 | 13F | Peterson Wealth Services | 0 | -100,00 | 0 | |||||
| 2025-08-05 | 13F | Main Street Research LLC | 18.966 | 9,76 | 923 | 10,42 | ||||
| 2025-08-14 | 13F | Headinvest, Llc | 19.847 | 0,00 | 966 | 0,63 | ||||
| 2025-07-29 | 13F | Level Wealth Management LLC | 8.591 | -57,41 | 418 | -57,23 | ||||
| 2025-08-08 | 13F | eCIO, Inc. | 53.961 | 1,02 | 2.625 | 1,67 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 146 | -62,47 | 7 | -61,11 | ||||
| 2025-07-15 | 13F | Christensen, King & Associates Investment Services, Inc. | 6.709 | 0,74 | 326 | 1,56 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-25 | 13F | Silverlake Wealth Management Llc | 4.930 | 240 | ||||||
| 2025-05-02 | 13F | Cable Hill Partners, LLC | 18.701 | 13,09 | 909 | 15,08 | ||||
| 2025-07-24 | 13F | Strengthening Families & Communities, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-15 | 13F | Morgan Stanley | 729.001 | 11,30 | 35.466 | 11,99 | ||||
| 2025-07-07 | 13F | Global Wealth Strategies & Associates | 4 | -99,06 | 0 | -100,00 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 8.207 | -31,27 | 399 | -30,85 | ||||
| 2025-07-28 | 13F | JGP Wealth Management, LLC | 134.602 | 2,74 | 6.548 | 3,38 | ||||
| 2025-08-14 | 13F | State Of Wisconsin Investment Board | 5.128.625 | 1,64 | 249.508 | 2,27 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 114.070 | 20,04 | 5.550 | 22,25 | ||||
| 2025-08-08 | 13F | Independence Financial Advisors, LLC | 271.837 | 1,13 | 13.225 | 1,75 | ||||
| 2025-08-13 | 13F | Baker Avenue Asset Management, LP | 65.714 | 0,00 | 3.197 | 0,60 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 63.852 | 16,79 | 3.106 | 17,52 | ||||
| 2025-08-19 | 13F | Cim, Llc | 563.058 | 2,31 | 27.393 | 2,94 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 779 | 0,00 | 38 | 0,00 | ||||
| 2025-05-19 | 13F | Heck Capital Advisors, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 14.099 | 4,29 | 685 | 4,90 | ||||
| 2025-07-31 | 13F | Opus Capital Group, LLC | 11.914 | 0,24 | 1 | |||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 643 | -53,47 | 31 | -53,03 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 3.494 | 1,36 | 0 | |||||
| 2025-07-25 | 13F | Wealth Architects, LLC | 4.546 | -36,04 | 221 | -35,57 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 60.607 | -4,85 | 2.932 | -4,77 | ||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 4.131 | -4,88 | 201 | -4,31 | ||||
| 2025-07-29 | 13F | TFC Financial Management | 19.350 | 941 | ||||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 64 | 0,00 | 3 | 0,00 | ||||
| 2025-07-29 | 13F | Spirit Of America Management Corp/ny | 7.006 | -2,68 | 340 | -2,59 | ||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 4.767 | -8,66 | 232 | -8,33 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 58.273 | -4,37 | 2.835 | -3,80 | ||||
| 2025-08-05 | 13F | Flynn Zito Capital Management, Llc | 4.552 | -17,89 | 221 | -17,54 | ||||
| 2025-08-13 | 13F | 1832 Asset Management L.P. | 31.184 | 4,17 | 1.517 | 4,84 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 522.230 | -38,71 | 25.405 | -38,33 | ||||
| 2025-08-08 | 13F | Horizon Family Wealth, Inc. | 37.499 | -1,35 | 1.824 | -0,71 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 3.955 | 192 | ||||||
| 2025-08-13 | 13F | Legacy Capital Wealth Partners, LLC | 8.867 | 0,00 | 431 | 0,70 | ||||
| 2025-07-15 | 13F | Jarislowsky, Fraser Ltd | 1.564 | 0,00 | ||||||
| 2025-08-12 | 13F | South Plains Financial, Inc. | 31.534 | 10,96 | 1.534 | 11,73 | ||||
| 2025-05-06 | 13F | Advisor OS, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F | Turn8 Private Wealth Inc. | 58.026 | 4,56 | 2.823 | 5,10 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 930.891 | 24,22 | 45.288 | 25,00 | ||||
| 2025-08-14 | 13F | Valley Forge Investment Consultants Inc Adv | 5.570 | 1,31 | 271 | 1,89 | ||||
| 2025-08-08 | 13F | Creative Planning | 214.769 | -8,45 | 10.449 | -7,89 | ||||
| 2025-07-21 | 13F | Crews Bank & Trust | 1.880 | 0,00 | 91 | 1,11 | ||||
| 2025-07-30 | 13F | Townsend & Associates, Inc | 1.110.526 | 1,59 | 53.861 | 2,27 | ||||
| 2025-07-11 | 13F | Quad-Cities Investment Group, LLC | 20.088 | -1,33 | 977 | -0,71 | ||||
| 2025-07-15 | 13F | Patriot Investment Management Inc. | 4.488 | -8,74 | 218 | -8,02 | ||||
| 2025-08-14 | 13F | BCS Private Wealth Management, Inc. | 5.000 | 0 | ||||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 26.251 | 324,57 | 1.277 | 328,52 | ||||
| 2025-08-11 | 13F | Bellwether Advisors, LLC | 27.643 | 2,45 | 1.345 | 3,07 | ||||
| 2025-08-05 | 13F | Magnolia Capital Advisors Llc | 7.122 | -11,91 | 346 | -11,28 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 268.229 | 13,27 | 13.049 | 13,98 | ||||
| 2025-08-12 | 13F | Sfmg, Llc | 5.210 | 4,68 | 253 | 5,42 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-28 | 13F | DORVAL Corp | 289.020 | 2,94 | 14.061 | 3,62 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 64 | 0,00 | 3 | 0,00 | ||||
| 2025-07-08 | 13F | Goldstone Financial Group, LLC | 43.545 | -28,96 | 2.107 | -28,92 | ||||
| 2025-07-28 | 13F | Rik Saylor Financial, Inc. | 30.055 | -6,02 | 1.462 | -5,43 | ||||
| 2025-07-30 | 13F | Pittenger & Anderson Inc | 485.522 | 2,28 | 23.621 | 2,91 | ||||
| 2025-08-13 | 13F | Acorns Advisers, LLC | 10.198.998 | -6,63 | 496 | -6,06 | ||||
| 2025-07-14 | 13F | Infinity Wealth Counsel, LLC | 5.560 | -3,47 | 270 | -2,88 | ||||
| 2025-07-28 | 13F | Morris Financial Concepts, Inc. | 167.204 | -2,17 | 8.134 | -1,56 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 11.620 | -14,24 | 565 | -13,74 | ||||
| 2025-08-06 | 13F | Strategic Financial Partners, Ltd. | 0 | -100,00 | 0 | |||||
| 2025-08-06 | 13F | Washington Trust Bank | 43.684 | 197,23 | 2.125 | 199,30 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 10.498 | 84,56 | 511 | 85,45 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 68.331 | 0,29 | 3.324 | 0,91 | ||||
| 2025-07-15 | 13F | Pine Haven Investment Counsel, Inc | 16.485 | 1,85 | 802 | 2,43 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 2.656 | 3.024,71 | 129 | 3.125,00 | ||||
| 2025-08-05 | 13F | Crestwood Advisors Group LLC | 18.152 | 52,85 | 883 | 53,83 | ||||
| 2025-08-07 | 13F | Sound View Wealth Advisors Group, LLC | 50.322 | -0,82 | 2.448 | -0,20 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 99.069 | 53,09 | 4.820 | 54,06 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 14.037 | -6,89 | 683 | -6,32 | ||||
| 2025-08-13 | 13F | Millstone Evans Group, LLC | 16 | 0,00 | 1 | |||||
| 2025-08-06 | 13F | Stone House Investment Management, LLC | 42.598 | 3,09 | 2.072 | 3,76 | ||||
| 2025-07-16 | 13F | ORG Wealth Partners, LLC | 313 | 0,00 | 15 | 0,00 | ||||
| 2025-07-22 | 13F | Hill Island Financial Llc | 24.020 | -9,95 | 1.169 | -9,39 | ||||
| 2025-07-24 | 13F | PDS Planning, Inc | 43.627 | 1,06 | 2.122 | 1,68 | ||||
| 2025-04-22 | 13F/A | NorthRock Partners, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 519 | 0,19 | 25 | 0,00 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 57.776 | 13,36 | 2.811 | 14,04 | ||||
| 2025-07-18 | 13F | SigFig Wealth Management, LLC | 5.037 | 245 | ||||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 4.176 | -38,22 | 203 | -37,73 | ||||
| 2025-08-18 | 13F | Front Row Advisors LLC | 50 | 0,00 | 2 | 0,00 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 193.801 | -1,45 | 9 | 0,00 | ||||
| 2025-07-29 | 13F | Mine & Arao Wealth Creation & Management, LLC. | 13.582 | -1,29 | 661 | -0,75 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 406.500 | -23,07 | 19.776 | -22,59 | ||||
| 2025-08-04 | 13F | Clear Investment Research, Llc | 1.932 | 0,52 | 94 | 2,17 | ||||
| 2025-08-13 | 13F | Quadrant Capital Group Llc | 0 | -100,00 | 0 |
Other Listings
| CL:ISTBCL |
