Grundlæggende statistik
| Institutionelle ejere | 181 total, 181 long only, 0 short only, 0 long/short - change of 5,81% MRQ |
| Gennemsnitlig porteføljeallokering | 0.2825 % - change of -14,20% MRQ |
| Institutionelle aktier (lange) | 17.349.830 (ex 13D/G) - change of 2,42MM shares 16,23% MRQ |
| Institutionel værdi (lang) | $ 842.003 USD ($1000) |
Institutionelt ejerskab og aktionærer
iShares U.S. ETF Trust - iShares Short Maturity Municipal Bond Active ETF (US:MEAR) har 181 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 17,349,830 aktier. Største aktionærer omfatter Morgan Stanley, Rockwood Wealth Management, LLC, Resonant Capital Advisors, LLC, Bank Of America Corp /de/, Integrated Wealth Concepts LLC, Captrust Financial Advisors, Foster Group, Inc., LPL Financial LLC, Kestra Investment Management, LLC, and Ullmann Financial Group, Inc. .
iShares U.S. ETF Trust - iShares Short Maturity Municipal Bond Active ETF (BATS:MEAR) 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 16, 2025 is 50,48 / share. Previously, on September 17, 2024, the share price was 50,27 / 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.
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 464 | 0,65 | 23 | 0,00 | ||||
| 2025-08-07 | 13F | Donaldson Capital Management, Llc | 95.084 | 29,80 | 4.780 | 29,86 | ||||
| 2025-08-13 | 13F | BlackDiamond Wealth Management Inc. | 6.280 | -7,17 | 315 | -6,80 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 9.134 | 34,56 | 459 | 34,60 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 56.508 | -3,87 | 2.841 | -3,83 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 951 | 48 | ||||||
| 2025-08-14 | 13F | Clarity Asset Management, Inc. | 61.476 | -23,80 | 3.090 | -23,76 | ||||
| 2025-07-07 | 13F | First Citizens Financial Corp | 23.989 | -37,23 | 1.206 | -37,21 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 11.811 | 24,56 | 594 | 25,32 | ||||
| 2025-07-22 | 13F | Peoples Bank /oh | 4.935 | -3,31 | 248 | -3,12 | ||||
| 2025-07-10 | 13F | Global Financial Private Client, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 35.650 | -31,31 | 1.792 | -31,26 | ||||
| 2025-08-12 | 13F | Argent Trust Co | 6.155 | 309 | ||||||
| 2025-05-12 | 13F | CFS Investment Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-21 | 13F | Aveo Capital Partners, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 66.610 | 18,93 | 3.348 | 19,02 | ||||
| 2025-07-08 | 13F | Richard P Slaughter Associates Inc | 83.507 | 67,82 | 4.198 | 67,95 | ||||
| 2025-07-24 | 13F | Insight Inv LLC | 7.300 | -42,97 | 367 | -43,08 | ||||
| 2025-08-04 | 13F | 4J Wealth Management LLC | 17.815 | 0,00 | 896 | 0,00 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 2.015 | 0,90 | 101 | 0,00 | ||||
| 2025-08-05 | 13F | BCGM Wealth Management, LLC | 5.783 | 21,67 | 291 | 21,85 | ||||
| 2025-07-22 | 13F | Iowa State Bank | 6.649 | 0,00 | 334 | 0,00 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 290.409 | -5,58 | 14.599 | -5,52 | ||||
| 2025-08-08 | 13F | Ogorek Anthony Joseph /ny/ /adv | 207 | 0,00 | 0 | |||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 30.624 | 77,79 | 1.539 | 77,92 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 38.053 | -2,80 | 1.913 | -2,75 | ||||
| 2025-08-14 | 13F | Integrated Investment Consultants, LLC | 86.465 | 36,26 | 4.347 | 36,37 | ||||
| 2025-05-13 | 13F | Syverson Strege & Co | 0 | -100,00 | 0 | |||||
| 2025-04-25 | 13F | Yardley Wealth Management LLC | 0 | -100,00 | 0 | |||||
| 2025-07-14 | 13F | Opal Wealth Advisors, LLC | 593 | 3,49 | 30 | 3,57 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 93.829 | 9,43 | 4.717 | 9,50 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 5.634 | 239,81 | 283 | 240,96 | ||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 2.921 | 370,37 | 0 | |||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 1.149.777 | 21,40 | 57.799 | 21,47 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 18.950 | 953 | ||||||
| 2025-07-30 | 13F | Forum Financial Management, LP | 10.500 | 528 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 31.718 | 38,23 | 1.594 | 38,37 | ||||
| 2025-07-21 | 13F | Ascent Group, LLC | 106.255 | -47,47 | 5.341 | -47,44 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 184.590 | -8,03 | 9 | -10,00 | ||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 19.645 | -19,86 | 988 | -19,82 | ||||
| 2025-08-05 | 13F | Alexander Randolph Advisory Inc | 30.020 | 362,20 | 1.509 | 362,88 | ||||
| 2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 21.039 | -15,58 | 1.058 | -15,03 | ||||
| 2025-07-15 | 13F | Charter Capital Management, LLC\DE | 5.697 | 286 | ||||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 20.089 | -5,26 | 1.010 | -5,26 | ||||
| 2025-07-29 | 13F | Quotient Wealth Partners, LLC | 177.362 | 14,14 | 8.916 | 14,21 | ||||
| 2025-08-08 | 13F | VERITY Wealth Advisors | 11.425 | 0,00 | 574 | 0,17 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 34.236 | 568,67 | 1.721 | 569,65 | ||||
| 2025-08-06 | 13F | Smart Money Group LLC | 127.694 | -10,04 | 6.419 | -9,98 | ||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 4.800 | 0,00 | 241 | 0,00 | ||||
| 2025-07-17 | 13F | Worth Financial Advisory Group, LLC | 0 | -100,00 | 0 | |||||
| 2025-05-15 | 13F | Old Mission Capital Llc | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | GWM Advisors LLC | 128.780 | 7,28 | 6.474 | 7,35 | ||||
| 2025-08-13 | 13F | Vertex Planning Partners, LLC | 7.405 | 8,43 | 372 | 8,45 | ||||
| 2025-08-06 | 13F | Columbia River Financial Group, LLC | 15.970 | -33,64 | 1 | -100,00 | ||||
| 2025-07-08 | 13F | Webster Bank, N. A. | 24.016 | 0,00 | 1.207 | 0,08 | ||||
| 2025-08-12 | 13F | Titleist Asset Management, Llc | 32.569 | 7,88 | 1.637 | 7,98 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 28.734 | -3,24 | 1 | 0,00 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 584.589 | 105,80 | 29.387 | 105,94 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 9.142 | -10,01 | 460 | -10,00 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 55.609 | 141,68 | 2.795 | 141,99 | ||||
| 2025-08-14 | 13F | UBS Group AG | 138.292 | 39,37 | 6.952 | 39,44 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 285 | -2,40 | 14 | 0,00 | ||||
| 2025-07-16 | 13F | Eagle Global Advisors Llc | 36.650 | 2,81 | 1.842 | 2,85 | ||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 7.046 | 24,18 | 0 | |||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 22.336 | 93,49 | 1 | |||||
| 2025-07-30 | 13F | Principle Wealth Partners Llc | 0 | -100,00 | 0 | |||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 14.436 | 726 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 131.042 | 468,54 | 6.587 | 469,32 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 66.316 | 126,28 | 3.334 | 126,43 | ||||
| 2025-07-21 | 13F | Monticello Wealth Management, Llc | 30.777 | 0,00 | 1.547 | 0,06 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 28.382 | -15,87 | 1.426 | -15,43 | ||||
| 2025-08-11 | 13F | Pineridge Advisors LLC | 4.267 | -1,04 | 215 | -0,93 | ||||
| 2025-08-14 | 13F | Pine Harbor Wealth Management, LLC | 192.141 | 5,37 | 9.659 | 5,43 | ||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0 | -100,00 | 0 | |||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 4.118 | 207 | ||||||
| 2025-08-12 | 13F | WealthTrak Capital Management LLC | 2.102 | 0,00 | 106 | 0,00 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 17.093 | 13.359,06 | 859 | 14.216,67 | ||||
| 2025-07-11 | 13F | Mallini Complete Financial Planning LLC | 302 | 0,00 | ||||||
| 2025-07-15 | 13F | Legacy Solutions, Llc | 5.161 | 0,00 | 259 | 0,00 | ||||
| 2025-07-30 | 13F | Syntegra Private Wealth Group, LLC | 11.392 | 573 | ||||||
| 2025-04-28 | 13F | Summit Trail Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 217.177 | 91,55 | 10.918 | 91,68 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 4.245 | 213 | ||||||
| 2025-08-01 | 13F | Zhang Financial LLC | 5.037 | 253 | ||||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 20.000 | 0,00 | 1.005 | 0,10 | ||||
| 2025-07-11 | 13F | Rockwood Wealth Management, LLC | 1.908.282 | 6,62 | 95.929 | 6,69 | ||||
| 2025-07-31 | 13F | City State Bank | 381 | 0,00 | 19 | 0,00 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 5.330 | 268 | ||||||
| 2025-08-06 | 13F | Stokes Family Office, LLC | 3.987 | -7,75 | 200 | -7,83 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 42.194 | -0,36 | 2.121 | -0,28 | ||||
| 2025-07-28 | 13F | Evernest Financial Advisors, LLC | 19.189 | 14,52 | 965 | 14,63 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 8.146 | 17,82 | 410 | 18,16 | ||||
| 2025-08-18 | 13F/A | Kestra Investment Management, LLC | 432.954 | -6,91 | 21.765 | -6,86 | ||||
| 2025-08-07 | 13F | Fidelis Capital Partners, LLC | 4.389 | 4,97 | 221 | 5,26 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 22.249 | 82,88 | 1.118 | 82,98 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 36.914 | 48,53 | 1.856 | 48,64 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 13.018 | 148,10 | 654 | 148,67 | ||||
| 2025-07-24 | 13F | Cross Staff Investments Inc | 8.000 | 0,00 | 402 | 0,25 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 11.433 | 11,61 | 575 | 12,11 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 27.297 | 239,68 | 1 | |||||
| 2025-07-10 | 13F | Sharkey, Howes & Javer | 13.321 | -5,19 | 670 | -5,11 | ||||
| 2025-07-21 | 13F | Keystone Financial Group, Inc. | 71.223 | 36,29 | 3.581 | 37,10 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 1.486 | 0,00 | 0 | |||||
| 2025-07-15 | 13F | Mather Group, Llc. | 0 | -100,00 | 0 | |||||
| 2025-07-16 | 13F | Kathmere Capital Management, LLC | 14.900 | -27,70 | 749 | -27,63 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 12.267 | 77,73 | 617 | 78,03 | ||||
| 2025-07-14 | 13F | Foster Group, Inc. | 519.603 | -0,02 | 26.120 | 0,04 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 340 | 17 | ||||||
| 2025-08-05 | 13F | Fourth Dimension Wealth, LLC | 17.069 | -8,59 | 858 | -8,53 | ||||
| 2025-07-15 | 13F | Highland Financial Advisors, LLC | 39.612 | 1,15 | 1.991 | 1,22 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 2.390 | 120 | ||||||
| 2025-07-28 | 13F | Elmwood Wealth Management, Inc. | 76.605 | 1,16 | 3.851 | 1,21 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 36.022 | 0,63 | 1.811 | 0,67 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 20.819 | -26,65 | 1.047 | -26,60 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 76.775 | 3.856 | ||||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 214.903 | 2,13 | 10.803 | 2,19 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 25.446 | 99,44 | 1.279 | 99,53 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 32.927 | 13,48 | 1.655 | 13,59 | ||||
| 2025-08-04 | 13F | Horizon Wealth Management, LLC | 59.516 | 2.992 | ||||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 3.986 | 0,00 | 200 | 0,00 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 100 | 0,00 | 0 | |||||
| 2025-05-14 | 13F | One Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-15 | 13F | Financial Management Professionals, Inc. | 1.783 | 90 | ||||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 262 | 0,00 | 13 | 0,00 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 11.582 | 582 | ||||||
| 2025-07-28 | 13F | Keeler & Nadler Financial Planning & Wealth Management | 8.347 | 0,74 | 420 | 0,72 | ||||
| 2025-08-14 | 13F | Betterment LLC | 158.452 | 42,04 | 8 | 40,00 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 412.801 | -3,55 | 20.752 | -3,49 | ||||
| 2025-08-11 | 13F | Sykon Capital Llc | 13.497 | 8,00 | 678 | 8,13 | ||||
| 2025-07-18 | 13F | Client 1st Advisory Group, Llc | 5.421 | 0,00 | 273 | 0,00 | ||||
| 2025-07-31 | 13F | Briaud Financial Planning, Inc | 204 | 0 | ||||||
| 2025-07-24 | 13F | McKinley Carter Wealth Services, Inc. | 16.670 | 25,38 | 838 | 25,64 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1 | 0,00 | 0 | |||||
| 2025-07-31 | 13F | Resonant Capital Advisors, LLC | 1.233.046 | 0,06 | 61.985 | 0,12 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 126.382 | -21,45 | 6.353 | -21,40 | ||||
| 2025-04-23 | 13F | Win Advisors, Inc | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | Compass Capital Corp /ma/ /adv | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 24.015 | 76,53 | 1.207 | 76,72 | ||||
| 2025-07-15 | 13F | Optima Capital Llc | 8.147 | 0,00 | 410 | 0,00 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 85.303 | 9,77 | 4.288 | 9,84 | ||||
| 2025-08-05 | 13F | Jacobson & Schmitt Advisors, Llc | 66.993 | 0,61 | 3.368 | 0,66 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 345 | 0,00 | 17 | 0,00 | ||||
| 2025-08-13 | 13F | Milestone Investment Advisors LLC | 7.889 | 5,31 | 397 | 5,32 | ||||
| 2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 8.875 | 570,32 | 446 | 575,76 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 59.781 | 20,06 | 3.002 | 19,99 | ||||
| 2025-08-08 | 13F | Crossmark Global Holdings, Inc. | 10.608 | -6,93 | 533 | -6,65 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 460 | -97,59 | 23 | -97,59 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 6.958 | 0,00 | 350 | 0,00 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 4.997 | 251 | ||||||
| 2025-08-08 | 13F | KM Capital Management Ltd. | 12.523 | -69,98 | 630 | -69,98 | ||||
| 2025-08-07 | 13F | Meeder Advisory Services, Inc. | 41.704 | 2.096 | ||||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 0 | -100,00 | 0 | |||||
| 2025-08-06 | 13F/A | Flagship Private Wealth, LLC | 43.305 | 7,65 | 2.177 | 7,67 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 15.558 | 20,10 | 782 | 20,31 | ||||
| 2025-08-19 | 13F | MRP Capital Investments, LLC | 7.000 | 0,00 | 352 | 0,00 | ||||
| 2025-08-14 | 13F | Comerica Bank | 26.374 | -5,10 | 1.326 | -5,09 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 19.798 | 995 | ||||||
| 2025-07-15 | 13F | Kwmg, Llc | 40.562 | -13,61 | 2.039 | -13,53 | ||||
| 2025-08-14 | 13F | Objective Capital Management, LLC | 13.117 | -6,53 | 659 | -6,52 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Core Wealth Advisors, Inc. | 13.808 | 0,00 | 694 | 0,14 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 657.854 | -2,36 | 33.070 | -2,31 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 507.620 | 31,73 | 25.518 | 31,81 | ||||
| 2025-08-06 | 13F | Hallmark Capital Management Inc | 200 | -12,28 | 10 | -9,09 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 4.928 | 0,14 | 248 | 0,00 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 149.743 | 1,24 | 8 | 0,00 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 20.139 | 0,00 | 1.012 | 0,10 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 92.567 | 0,58 | 4.653 | 0,65 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 3.104.655 | 60,70 | 156.071 | 60,80 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 152.532 | 51,91 | 7.668 | 52,00 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 6.740 | 42,22 | 338 | 43,22 | ||||
| 2025-07-28 | 13F | DORVAL Corp | 4.749 | 239 | ||||||
| 2025-07-15 | 13F | Graypoint LLC | 9.032 | -9,97 | 454 | -9,74 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 1.483 | 0,00 | 75 | 0,00 | ||||
| 2025-08-14 | 13F | Aprio Wealth Management, LLC | 29.787 | 18,77 | 1.497 | 18,90 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 577 | 29 | ||||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 4.184 | 210 | ||||||
| 2025-07-22 | 13F | Hill Island Financial Llc | 35.154 | 0,23 | 1.767 | 0,28 | ||||
| 2025-08-13 | 13F | Portfolio Design Labs, LLC | 123.676 | -49,56 | 6.217 | -49,53 | ||||
| 2025-07-30 | 13F | DecisionMap Wealth Management, LLC | 4.701 | -10,25 | 236 | -10,27 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 40.640 | -11,86 | 2.043 | -11,83 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 43.986 | 143,69 | 2.211 | 143,93 | ||||
| 2025-07-11 | 13F | UMA Financial Services, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-06 | 13F | Paladin Advisory Group, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Colony Group, LLC | 207.061 | -25,77 | 10.409 | -25,73 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 126.261 | 17,96 | 6.347 | 18,02 | ||||
| 2025-05-21 | 13F | McAdam, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-11 | 13F | Ullmann Financial Group, Inc. | 432.145 | 18,11 | 21.724 | 18,18 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 20.564 | 39,79 | 1.034 | 39,78 | ||||
| 2025-07-11 | 13F | Skyline Advisors, Inc. | 65.036 | 3.269 | ||||||
| 2025-08-08 | 13F | Client First Capital LLC | 15.313 | 10,62 | 770 | 10,65 | ||||
| 2025-05-07 | 13F | Keyvantage Wealth, Llc | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 14.671 | -2,96 | 737 | -2,90 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 6.295 | -37,08 | 316 | -37,05 | ||||
| 2025-08-14 | 13F | Obsidian Personal Planning Solutions LLC | 66.303 | 1,79 | 3.333 | 2,11 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 5.227 | -15,50 | 263 | -15,48 | ||||
| 2025-07-11 | 13F | Lantz Financial LLC | 5.442 | 0,00 | 274 | 0,00 | ||||
| 2025-08-05 | 13F | Dynasty Wealth Management, Llc | 154.659 | -1,01 | 7.775 | -0,96 | ||||
| 2025-08-13 | 13F | Willis Johnson & Associates, Inc. | 35.991 | 66,20 | 1.809 | 66,42 | ||||
| 2025-08-08 | 13F | Creative Planning | 24.386 | -2,97 | 1.226 | -2,93 | ||||
| 2025-08-08 | 13F | Horizon Family Wealth, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | TAGStone Capital, Inc. | 10.945 | -72,66 | 551 | 27.450,00 | ||||
| 2025-07-15 | 13F | Five Pine Wealth Management | 25.186 | 13,60 | 1.266 | 13,75 |
