Grundlæggende statistik
| Institutionelle ejere | 298 total, 298 long only, 0 short only, 0 long/short - change of -2,30% MRQ |
| Gennemsnitlig porteføljeallokering | 0.1915 % - change of 0,36% MRQ |
| Institutionelle aktier (lange) | 26.748.130 (ex 13D/G) - change of -0,18MM shares -0,68% MRQ |
| Institutionel værdi (lang) | $ 627.168 USD ($1000) |
Institutionelt ejerskab og aktionærer
iShares Trust - iShares ESG Aware 1-5 Year USD Corporate Bond ETF (US:SUSB) har 298 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 26,748,130 aktier. Største aktionærer omfatter Goldman Sachs Group Inc, LPL Financial LLC, Morgan Stanley, Royal Bank Of Canada, Ameriprise Financial Inc, Envestnet Asset Management Inc, Acorns Advisers, LLC, Bank of New York Mellon Corp, Wells Fargo & Company/mn, and Modera Wealth Management, LLC .
iShares Trust - iShares ESG Aware 1-5 Year USD Corporate Bond ETF (NasdaqGM:SUSB) 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 25,32 / share. Previously, on September 16, 2024, the share price was 25,16 / share. This represents an increase of 0,64% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-24 | 13F | Morton Brown Family Wealth, LLC | 4.288 | 4,51 | 108 | 4,90 | ||||
| 2025-04-29 | 13F | Hm Payson & Co | 6.400 | 0,00 | 160 | 0,63 | ||||
| 2025-05-16 | 13F/A | Kestra Investment Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-23 | 13F | Sachetta, LLC | 1.744 | 0,00 | 44 | 0,00 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 486 | -2,99 | 12 | 0,00 | ||||
| 2025-07-25 | 13F | Community Bank, N.A. | 75 | 0,00 | 2 | 0,00 | ||||
| 2025-07-16 | 13F | Evergreen Private Wealth LLC | 7.026 | 7,93 | 177 | 8,64 | ||||
| 2025-07-15 | 13F | Level Financial Advisors, Inc. | 36.186 | -2,15 | 911 | -1,52 | ||||
| 2025-08-13 | 13F | Parkworth Wealth Management, Inc. | 3.980 | 1,09 | 100 | 2,04 | ||||
| 2025-08-15 | 13F | Truefg, Llc | 14.759 | -1,79 | 371 | -1,07 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 19.081 | 16,62 | 480 | 17,65 | ||||
| 2025-08-12 | 13F | Coston, McIsaac & Partners | 172 | 0,58 | 0 | |||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 61.700 | 387,59 | 1.553 | 391,14 | ||||
| 2025-07-24 | 13F | Grand Wealth Management, Llc | 9.810 | -0,87 | 247 | -0,40 | ||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 48.540 | 0,00 | 1.222 | 0,66 | ||||
| 2025-07-22 | 13F | Stanich Group LLC | 0 | -100,00 | 0 | |||||
| 2025-07-29 | 13F | Flagstone Financial Management | 81.593 | 2,59 | 2.054 | 3,32 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 11.770 | -4,93 | 296 | -4,21 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 41.358 | 0,07 | 1.041 | 0,78 | ||||
| 2025-07-09 | 13F | Finley Financial, LLC | 6.150 | 0,00 | 155 | 0,00 | ||||
| 2025-07-16 | 13F | Plancorp, LLC | 147.281 | 0,00 | 3.707 | 0,73 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 47.517 | -59,26 | 1.193 | -59,06 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 900 | -3,12 | 23 | -4,35 | ||||
| 2025-07-10 | 13F | CWC Advisors, LLC. | 8.238 | -0,10 | 207 | 0,49 | ||||
| 2025-07-30 | 13F | Ethic Inc. | 28.180 | -63,59 | 708 | -63,30 | ||||
| 2025-05-14 | 13F | Oarsman Capital, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | GWM Advisors LLC | 54.241 | 1,09 | 1.365 | 1,87 | ||||
| 2025-08-07 | 13F | Payden & Rygel | 88.579 | 0,00 | 2 | 0,00 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 832 | -20,08 | 21 | -23,08 | ||||
| 2025-08-07 | 13F | Brio Consultants, LLC | 109.527 | -5,08 | 2.757 | -4,41 | ||||
| 2025-04-21 | 13F | ORG Partners LLC | 0 | -100,00 | 0 | |||||
| 2025-05-08 | 13F | Endeavor Private Wealth, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-07 | 13F | Allworth Financial LP | 430.701 | 2,24 | 10.841 | 3,14 | ||||
| 2025-07-31 | 13F | Silver Oak Advisory Group, Inc. | 12.520 | 0,14 | 0 | |||||
| 2025-04-22 | 13F | Veridan Wealth LLC | 13.479 | -25,13 | 337 | -24,49 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 9.565 | 8,20 | 241 | 9,09 | ||||
| 2025-07-14 | 13F | Opal Wealth Advisors, LLC | 39.976 | -5,79 | 1.006 | -5,09 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 41.615 | -21,69 | 1.047 | -21,16 | ||||
| 2025-05-13 | 13F | LifePlan Investment Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F/A | Bank Julius Baer & Co. Ltd, Zurich | 26.000 | 13,02 | 654 | 0,77 | ||||
| 2025-07-31 | 13F | Schneider Downs Wealth Management Advisors, LP | 42.694 | 0,00 | 1.075 | 0,75 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 88 | 1.000,00 | 2 | |||||
| 2025-08-14 | 13F | Clarity Asset Management, Inc. | 4.951 | -1,35 | 125 | -0,80 | ||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 18.812 | 6,19 | 474 | 7,01 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 8.013 | 0,00 | 202 | 0,50 | ||||
| 2025-07-28 | 13F | J.Safra Asset Management Corp | 39.506 | 0,00 | 993 | 0,61 | ||||
| 2025-07-11 | 13F | Westfuller Advisors, LLC | 28.382 | 0,83 | 714 | 1,56 | ||||
| 2025-07-29 | 13F | BKD Wealth Advisors, LLC | 21.886 | 0,00 | 551 | 0,73 | ||||
| 2025-07-14 | 13F | Sweeney & Michel, Llc | 8.522 | -0,37 | 213 | 0,95 | ||||
| 2025-08-08 | 13F | Creative Planning | 8.136 | -29,04 | 205 | -28,67 | ||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 19 | 0 | ||||||
| 2025-08-08 | 13F | Francis Financial, Inc. | 393.692 | -2,41 | 9.909 | -1,71 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 3.357 | -0,03 | 84 | 1,20 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 8.870 | -0,74 | 223 | 0,00 | ||||
| 2025-07-03 | 13F | Higgins & Schmidt Wealth Strategies LLC | 8.659 | 218 | ||||||
| 2025-07-11 | 13F/A | Umb Bank N A/mo | 56.096 | 12,05 | 1.412 | 12,79 | ||||
| 2025-08-08 | 13F | VERITY Wealth Advisors | 26.322 | 0,00 | 663 | 0,76 | ||||
| 2025-07-09 | 13F | Affinity Capital Advisors, LLC | 10.861 | 0,11 | 273 | 2,25 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 19.321 | 1,63 | 486 | 2,32 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 4.916 | 0,63 | 124 | 2,50 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 479.307 | 1,93 | 12.064 | 2,66 | ||||
| 2025-05-15 | 13F | Guardian Wealth Advisors, Llc / Nc | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 28.452 | -15,86 | 1 | |||||
| 2025-05-06 | 13F | PFG Advisors | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-04-28 | 13F | Financial Advocates Investment Management | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 13.233 | 0,08 | 333 | 0,91 | ||||
| 2025-08-14 | 13F | Fiduciary Trust Co | 111.973 | -5,17 | 2.818 | -4,47 | ||||
| 2025-08-08 | 13F | Your Advocates Ltd., LLP | 471 | 0,00 | 12 | 0,00 | ||||
| 2025-07-25 | 13F | Wells Financial Advisors INC | 10.660 | 0,00 | 268 | 0,75 | ||||
| 2025-08-04 | 13F | One Day In July LLC | 23.310 | -1,39 | 587 | -0,68 | ||||
| 2025-07-29 | 13F | Tradewinds Capital Management, LLC | 227 | 11,82 | 6 | 0,00 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 677 | 0,00 | 17 | 6,25 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 5.929 | -4,05 | 149 | -3,25 | ||||
| 2025-07-17 | 13F | One Wealth Advisors, LLC | 22.449 | -13,17 | 565 | -12,54 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 45.667 | 65,88 | 1.149 | 67,25 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 513.122 | 1,95 | 12.915 | 2,69 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 4.283 | 0,00 | 108 | 0,00 | ||||
| 2025-07-21 | 13F | Impact Investors, Inc | 300.236 | 11,04 | 7.557 | 11,84 | ||||
| 2025-08-01 | 13F | Equita Financial Network, Inc. | 8.558 | 215 | ||||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 10.028 | 1,69 | 0 | |||||
| 2025-08-14 | 13F | Staley Capital Advisers Inc | 70.000 | 40,00 | 1.762 | 40,99 | ||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 5.501 | 7,32 | 138 | 7,81 | ||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 0 | -100,00 | 0 | |||||
| 2025-07-07 | 13F | Shotwell Rutter Baer Inc | 19.598 | -0,47 | 491 | -0,20 | ||||
| 2025-07-22 | 13F | DT Investment Partners, LLC | 910 | 11,11 | 23 | 10,00 | ||||
| 2025-07-30 | 13F | Nottingham Advisors, Inc. | 12.810 | -1,06 | 322 | -0,31 | ||||
| 2025-07-10 | 13F | Marshall Financial Group LLC | 13.831 | -2,90 | 346 | -2,54 | ||||
| 2025-05-12 | 13F | Austin Private Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Seeds Investor Llc | 155.199 | -5,08 | 3.906 | -4,41 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 21.177 | -74,19 | 1 | -100,00 | ||||
| 2025-08-05 | 13F | American Capital Advisory, LLC | 5.890 | 0,00 | 148 | 0,68 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 34.041 | 1,09 | 857 | 1,78 | ||||
| 2025-05-06 | 13F | Kelman-Lazarov, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 98.097 | -3,87 | 2.469 | -3,18 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 943.705 | 1,61 | 23.752 | 2,34 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 67.984 | -7,24 | 2 | 0,00 | ||||
| 2025-08-05 | 13F | Gould Asset Management Llc /ca/ | 23.055 | 11,38 | 580 | 12,19 | ||||
| 2025-07-23 | 13F | Integris Wealth Management, LLC | 267.597 | -4,97 | 6.735 | -4,28 | ||||
| 2025-08-11 | 13F | Birchbrook, Inc. | 38.488 | 21,43 | 969 | 22,22 | ||||
| 2025-05-09 | 13F | Deutsche Bank Ag\ | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 140.343 | -7,58 | 3.532 | -6,91 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 8.365 | -40,84 | 209 | -40,11 | ||||
| 2025-07-10 | 13F | IMPACTfolio, LLC | 233.048 | 81,65 | 5.866 | 82,94 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 81.727 | 3,61 | 2.057 | 4,36 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 22.121 | 79,00 | 557 | 80,52 | ||||
| 2025-08-08 | 13F | Omega Financial Group, LLC | 72.898 | 0,58 | 1.835 | 1,27 | ||||
| 2025-04-29 | 13F | Pensionmark Financial Group, Llc | 0 | -100,00 | 0 | |||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 24.737 | -1,93 | 623 | -1,27 | ||||
| 2025-04-22 | 13F/A | NorthRock Partners, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-11 | 13F | FSC Wealth Advisors, LLC | 1.169 | 0,00 | 29 | 0,00 | ||||
| 2025-08-14 | 13F | Comerica Bank | 10.628 | 39,62 | 268 | 40,53 | ||||
| 2025-08-13 | 13F | Trustmark National Bank Trust Department | 10.168 | 0,00 | 256 | 0,39 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 416.825 | 0,12 | 10.491 | 0,84 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 799 | 0,00 | 20 | 5,26 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 14.538 | 366 | ||||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 2.953 | 0,00 | 74 | 1,37 | ||||
| 2025-08-14 | 13F | Gen-Wealth Partners Inc | 289 | -18,59 | 7 | -12,50 | ||||
| 2025-08-11 | 13F | Amara Financial, Llc. | 9.667 | 15,98 | 243 | 16,83 | ||||
| 2025-04-15 | 13F | McKinley Carter Wealth Services, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 974 | -0,41 | 25 | 0,00 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 6.925 | -53,65 | 174 | -53,35 | ||||
| 2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 0 | -100,00 | 0 | |||||
| 2025-08-05 | 13F | Hills Bank & Trust Co | 5.577 | 13,52 | 140 | 14,75 | ||||
| 2025-07-18 | 13F | First Pacific Financial | 8.224 | 1,09 | 207 | 1,48 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 779.912 | 3,82 | 20.292 | 8,07 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 1.448 | 1,12 | 36 | 2,86 | ||||
| 2025-07-17 | 13F | Albion Financial Group /ut | 48.563 | 6,50 | 1.222 | 7,29 | ||||
| 2025-07-21 | 13F | Creative Capital Management Investments LLC | 2.991 | -80,28 | 75 | -80,16 | ||||
| 2025-07-29 | 13F | Kondo Wealth Advisors, Inc. | 106.300 | -20,26 | 2.664 | -20,05 | ||||
| 2025-08-11 | 13F | VSM Wealth Advisory, LLC | 3.918 | 9,78 | 99 | 10,11 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 23.337 | 0,21 | 587 | 1,03 | ||||
| 2025-07-24 | 13F | Eastern Bank | 15.132 | -86,76 | 381 | -86,69 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 15.429 | 388 | ||||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 23.988 | -1,63 | 604 | -0,99 | ||||
| 2025-05-08 | 13F | Us Financial Advisors, Llc | 11.546 | 11,79 | 289 | 12,94 | ||||
| 2025-04-09 | 13F | RFG Advisory, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-18 | 13F | PFG Investments, LLC | 8.988 | -17,60 | 226 | -16,91 | ||||
| 2025-05-13 | 13F | EverSource Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 15.982 | 0,01 | 402 | 0,75 | ||||
| 2025-07-17 | 13F | Symmetry Partners, LLC | 14.608 | -0,04 | 368 | 0,55 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 3.640 | -85,87 | 92 | -85,85 | ||||
| 2025-07-14 | 13F | Leonard Rickey Investment Advisors P.L.L.C. | 46.170 | -7,44 | 1.162 | -5,91 | ||||
| 2025-08-08 | 13F | Atlantic Trust, LLC | 3.144 | 79 | ||||||
| 2025-08-14 | 13F | Colony Group, LLC | 56.038 | -8,63 | 1.410 | -7,96 | ||||
| 2025-04-30 | 13F | Horst & Graben Wealth Management LLC | 0 | -100,00 | 0 | |||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 13.927 | 0 | ||||||
| 2025-07-23 | 13F | Dohj, Llc | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 42.752 | 5,05 | 1.076 | 5,80 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 8.681 | -4,46 | 217 | -4,41 | ||||
| 2025-07-25 | 13F | LRI Investments, LLC | 9.326 | 0,00 | 235 | 0,43 | ||||
| 2025-07-07 | 13F | Bangor Savings Bank | 1.680 | 0,00 | 42 | 2,44 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 226.647 | 3,12 | 5.671 | 3,98 | ||||
| 2025-07-16 | 13F | Traveka Wealth, LLC | 17.828 | 0,12 | 449 | 0,90 | ||||
| 2025-08-06 | 13F | Decker Retirement Planning Inc. | 39.453 | 57.078,26 | 993 | 99.200,00 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 299 | 0,00 | 8 | 0,00 | ||||
| 2025-04-22 | 13F | Jfs Wealth Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2025-05-12 | 13F | Townsquare Capital Llc | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 89.674 | -2,38 | 2.257 | -1,66 | ||||
| 2025-07-10 | 13F | Charter Oak Capital Management, LLC | 133.360 | 2,85 | 3.357 | 3,58 | ||||
| 2025-07-22 | 13F | Clarius Group, LLC | 57.435 | -1,39 | 1.446 | -0,69 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 5.260 | 32,26 | 132 | 33,33 | ||||
| 2025-07-28 | 13F | Arlington Financial Advisors, LLC | 163.051 | -4,57 | 4.104 | -3,89 | ||||
| 2025-07-31 | 13F | Orion Capital Management LLC | 8.901 | -0,18 | 224 | 0,90 | ||||
| 2025-08-12 | 13F | Armor Investment Advisors, LLC | 6.913 | 0,00 | 174 | 1,16 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 1.117.604 | 3,03 | 28.130 | 3,77 | ||||
| 2025-07-09 | 13F | Alesco Advisors Llc | 9.994 | 0,39 | 252 | 1,21 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 85.993 | 7,89 | 2.164 | 8,69 | ||||
| 2025-07-25 | 13F | Wealth Advisory Team LLC | 22.151 | 558 | ||||||
| 2025-08-12 | 13F | Running Point Capital Advisors, LLC | 4.078 | 0,00 | 103 | 0,99 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 22.276 | -34,89 | 561 | -34,50 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 68.743 | 2 | ||||||
| 2025-07-02 | 13F | Central Pacific Bank - Trust Division | 23.898 | 81,96 | 602 | 83,23 | ||||
| 2025-07-16 | 13F | Diversified Enterprises, LLC | 22.959 | 37,80 | 578 | 38,70 | ||||
| 2025-04-28 | 13F | First Horizon Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 8.970 | 175,75 | 226 | 177,78 | ||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 14.446 | 0,89 | 364 | 1,68 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 382.178 | 0,20 | 9.619 | 0,92 | ||||
| 2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-25 | 13F | Midwest Capital Advisors, LLC | 16.749 | -2,26 | 422 | -1,64 | ||||
| 2025-08-01 | 13F | Redwood Park Advisors LLC | 0 | -100,00 | 0 | |||||
| 2025-08-07 | 13F | LFA - Lugano Financial Advisors SA | 457.113 | 91,30 | 11.421 | 91,27 | ||||
| 2025-04-09 | 13F | SigFig Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 281.233 | -7,59 | 7.079 | -6,93 | ||||
| 2025-08-12 | 13F | Fortis Capital Management LLC | 0 | -100,00 | 0 | |||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 148.214 | -0,48 | 3.731 | 0,24 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 42.163 | 0,73 | 1.061 | 1,43 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-22 | 13F | Mascoma Wealth Management LLC | 8.941 | -16,01 | 225 | -15,41 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 33.961 | 0,43 | 1 | |||||
| 2025-08-06 | 13F | Savant Capital, LLC | 445.745 | 3,82 | 11.219 | 4,58 | ||||
| 2025-08-11 | 13F | Wescott Financial Advisory Group, LLC | 204.568 | 4,00 | 5.149 | 4,74 | ||||
| 2025-08-11 | 13F | Arrow Financial Corp | 24.545 | 0,00 | 618 | 0,65 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 20.193 | 18,01 | 508 | 18,97 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 308 | 2.100,00 | 8 | |||||
| 2025-07-09 | 13F | Parkside Advisors LLC | 86.192 | -2,79 | 2.169 | -2,08 | ||||
| 2025-08-01 | 13F | Motco | 4.408 | 31,50 | 111 | 32,53 | ||||
| 2025-08-14 | 13F | Headinvest, Llc | 18.194 | 1,11 | 458 | 1,78 | ||||
| 2025-07-29 | 13F | Novare Capital Management Llc | 27.650 | 8,86 | 696 | 9,62 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 14.421 | -5,18 | 363 | -4,74 | ||||
| 2025-04-28 | 13F | Fedenia Advisers LLC | 0 | -100,00 | 0 | |||||
| 2025-07-23 | 13F | Litman Gregory Asset Management LLC | 11.606 | 0,00 | 292 | 0,69 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 177.521 | 2,08 | 4.468 | 2,83 | ||||
| 2025-05-08 | 13F | Essential Planning, LLC. | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 226.945 | 4,48 | 5.712 | 5,23 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 497.791 | -0,17 | 12.529 | 0,55 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 154.483 | -16,66 | 3.888 | -16,06 | ||||
| 2025-08-01 | 13F | May Hill Capital, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Destination Wealth Management | 341.472 | 2,28 | 8.595 | 3,02 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 392.712 | 2,41 | 9.885 | 3,15 | ||||
| 2025-08-01 | 13F | Fort Vancouver Investment Management, LLC | 1.758 | 3,78 | 44 | 4,76 | ||||
| 2025-07-09 | 13F | Exchange Bank | 21.166 | 1,58 | 533 | 2,31 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 0 | -100,00 | 0 | |||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 38.563 | 8,27 | 971 | 8,99 | ||||
| 2025-04-16 | 13F | Martel Wealth Advisors Inc | 0 | -100,00 | 0 | |||||
| 2025-07-25 | 13F | PrairieView Partners, LLC | 64.261 | 5,85 | 2 | 0,00 | ||||
| 2025-05-15 | 13F | One Wealth Capital Management, Llc | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Milestone Investment Advisors LLC | 356.898 | 8,63 | 8.983 | 9,42 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 167 | 4 | ||||||
| 2025-07-17 | 13F | Willow Creek Wealth Management Inc. | 44.437 | -1,40 | 1.118 | -0,71 | ||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 781 | 0,00 | 20 | 0,00 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 1.470 | 0,00 | 37 | 2,78 | ||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 12.691 | 14,58 | 319 | 15,58 | ||||
| 2025-08-08 | 13F | Tanglewood Legacy Advisors, LLC | 123 | 0,00 | 3 | 0,00 | ||||
| 2025-07-14 | 13F | Northland Capital Management LLC | 185.722 | -7,85 | 4.675 | -7,19 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 685.807 | -9,43 | 17.262 | -8,78 | ||||
| 2025-07-23 | 13F | Hardy Reed LLC | 28.272 | 0,00 | 712 | 0,71 | ||||
| 2025-08-12 | 13F | Putnam Fl Investment Management Co | 370.847 | -3,20 | 9.334 | -2,50 | ||||
| 2025-07-25 | 13F | Keener Financial Planning LLC | 20.048 | 0,00 | 1 | |||||
| 2025-08-08 | 13F | eCIO, Inc. | 42.298 | 41,69 | 1.065 | 42,63 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Fmr Llc | 90 | 23,29 | 2 | 100,00 | ||||
| 2025-07-29 | 13F | Private Wealth Management Group, LLC | 17.928 | -1,61 | 451 | -0,88 | ||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 28.744 | -7,60 | 721 | -7,21 | ||||
| 2025-07-31 | 13F | Resonant Capital Advisors, LLC | 14.586 | 0,00 | 367 | 0,82 | ||||
| 2025-07-25 | 13F | Strategic Point Investment Advisors, LLC | 74.590 | -6,36 | 1.877 | -5,68 | ||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 361.197 | 4,39 | 9.091 | 5,15 | ||||
| 2025-04-30 | 13F | Sharkey, Howes & Javer | 0 | -100,00 | 0 | |||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 78.959 | 2,66 | 1.987 | 3,38 | ||||
| 2025-08-11 | 13F | Sofi Wealth, Llc | 1.139 | 84,30 | 29 | 86,67 | ||||
| 2025-07-17 | 13F | Johnson Bixby & Associates, LLC | 19.547 | -12,77 | 492 | -12,32 | ||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 166 | 0,00 | 4 | 0,00 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 535 | -19,79 | 0 | |||||
| 2025-07-11 | 13F | Colorado Capital Management, Inc. | 203.488 | 7,32 | 5 | 25,00 | ||||
| 2025-08-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 15.148 | -15,18 | 0 | |||||
| 2025-09-12 | 13F/A | Valeo Financial Advisors, LLC | 45.040 | -5,58 | 1.134 | -4,95 | ||||
| 2025-04-08 | 13F | Global Financial Private Client, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 14.226 | -35,62 | 358 | -35,14 | ||||
| 2025-08-14 | 13F | AllSquare Wealth Management LLC | 3.080 | 0,00 | 78 | 1,32 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 8.105 | -3,11 | 204 | -2,39 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 116.674 | 8,09 | 3 | 0,00 | ||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 11.288 | -0,04 | 284 | 0,71 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 64 | 0,00 | 2 | 0,00 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 218 | -69,17 | 5 | -70,59 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 13.450 | -4,27 | 339 | -3,70 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 11.476 | -0,88 | 289 | -0,35 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 41.985 | 5,63 | 1.057 | 6,34 | ||||
| 2025-07-14 | 13F | Abacus Wealth Partners, LLC | 28.180 | -63,59 | 709 | -63,34 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 115.992 | 0,99 | 2.904 | 1,18 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 24.671 | -39,45 | 621 | -39,10 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 289 | -22,31 | 7 | -22,22 | ||||
| 2025-08-18 | 13F | Front Row Advisors LLC | 5.315 | 0,00 | 134 | 0,76 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 10.106 | -2,59 | 254 | -1,93 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 501 | 17,88 | 13 | 20,00 | ||||
| 2025-08-06 | 13F | Summit Wealth Group, LLC | 41.326 | -3,78 | 1 | 0,00 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 117.111 | 51,21 | 2.948 | 52,30 | ||||
| 2025-08-07 | 13F | Arbor Trust Wealth Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 100.727 | 1,95 | 2.535 | 2,67 | ||||
| 2025-08-11 | 13F | One Capital Management, LLC | 113.713 | -4,32 | 2.862 | -3,64 | ||||
| 2025-07-18 | 13F | Institute for Wealth Management, LLC. | 15.576 | 24,53 | 392 | 25,64 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Ally Invest Advisors Inc. | 21.265 | -0,39 | 535 | 0,38 | ||||
| 2025-07-16 | 13F | Signature Resources Capital Management, LLC | 11.154 | 0,80 | 281 | 1,45 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 544.185 | -7,57 | 13.697 | -6,90 | ||||
| 2025-07-08 | 13F | Canandaigua National Bank & Trust Co | 78.002 | 3,48 | 1.963 | 4,25 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 10.438 | 0,46 | 263 | 1,16 | ||||
| 2025-07-25 | 13F | RHS Financial, LLC | 16.182 | 34,28 | 407 | 35,22 | ||||
| 2025-08-14 | 13F | UBS Group AG | 448.189 | -0,47 | 11.281 | 0,25 | ||||
| 2025-07-15 | 13F | Regatta Capital Group, Llc | 87.615 | 7,41 | 2.205 | 8,19 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 1.536 | -8,46 | 39 | -7,32 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 200 | 0,00 | 5 | 25,00 | ||||
| 2025-05-08 | 13F | We Are One Seven, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-17 | 13F | Elser Financial Planning, Inc | 266.074 | 6.652 | ||||||
| 2025-05-15 | 13F | Tower Research Capital LLC (TRC) | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Journey Strategic Wealth Llc | 21.977 | 0,53 | 553 | 1,28 | ||||
| 2025-07-18 | 13F | Cantor Fitzgerald Investment Adviser L.p. | 32.617 | -13,11 | 821 | -12,58 | ||||
| 2025-07-28 | 13F | DORVAL Corp | 9.074 | 0,61 | 228 | 1,33 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 1.000 | 0,00 | 25 | 4,17 | ||||
| 2025-04-18 | 13F | Halbert Hargrove Global Advisors, Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-14 | 13F | Fairview Capital Investment Management, Llc | 32.600 | 0,00 | 821 | 0,74 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 27.470 | 0,52 | 691 | 1,32 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 3.085.549 | -4,12 | 77.663 | -3,43 | ||||
| 2025-08-07 | 13F | Winthrop Capital Management, LLC | 41 | 0,00 | 0 | |||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 469.430 | 25,97 | 11.816 | 26,88 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 965.816 | -2,86 | 24.310 | -2,16 | ||||
| 2025-07-22 | 13F | 4Thought Financial Group Inc. | 8.957 | 0,06 | 225 | 0,90 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 7.260 | 0,00 | 183 | 0,55 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 19.684 | 12,44 | 495 | 13,27 | ||||
| 2025-08-13 | 13F | Acorns Advisers, LLC | 588.958 | -13,94 | 15 | -17,65 | ||||
| 2025-08-14 | 13F | Betterment LLC | 10.253 | 0,00 | 0 | |||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 1.081 | 0,00 | 27 | 0,00 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 4.885 | -51,30 | 122 | -50,20 | ||||
| 2025-07-07 | 13F | Wesbanco Bank Inc | 8.908 | 0,00 | 224 | 0,90 | ||||
| 2025-07-30 | 13F | Whittier Trust Co | 20.261 | 0,00 | 510 | 0,59 | ||||
| 2025-08-05 | 13F | Clarity Wealth Development LLC | 120.767 | 5,99 | 3.040 | 6,44 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 400.115 | -39,38 | 10 | -37,50 | ||||
| 2025-08-08 | 13F | Better Money Decisions, LLC | 69.075 | 2,49 | 1.739 | 3,21 | ||||
| 2025-08-11 | 13F | Plum Street Advisors, LLC | 53.998 | -3,68 | 1.359 | -3,00 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 0 | -100,00 | 0 | |||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 16.328 | -21,61 | 411 | -21,15 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 14.164 | 1,08 | 357 | 1,71 | ||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 16.145 | -0,64 | 406 | 0,00 | ||||
| 2025-08-14 | 13F | Gould Capital, LLC | 2.907 | 0,00 | 73 | 1,39 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 400 | 10 | ||||||
| 2025-08-05 | 13F | McGinn Investment Management, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 45.702 | -8,30 | 1.150 | -7,63 | ||||
| 2025-07-17 | 13F | Hanson & Doremus Investment Management | 116 | 0,00 | 0 | |||||
| 2025-07-25 | 13F | Presilium Private Wealth, Llc | 24.484 | 3,44 | 616 | 4,23 | ||||
| 2025-07-23 | 13F | SGL Investment Advisors, Inc. | 12.439 | 8,94 | 311 | 9,89 | ||||
| 2025-08-14 | 13F | Fort Point Capital Partners LLC | 45.519 | -8,82 | 1.146 | -8,18 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 54.350 | -32,10 | 1.368 | -31,65 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 8.545 | -18,72 | 0 | |||||
| 2025-07-24 | 13F | PDS Planning, Inc | 8.669 | -1,76 | 218 | -0,91 | ||||
| 2025-07-31 | 13F | Mason & Associates Inc | 12.302 | 1,05 | 310 | 1,64 | ||||
| 2025-08-05 | 13F | iA Global Asset Management Inc. | 29.000 | 0,00 | 1 | |||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 42.837 | -11,83 | 1.078 | -11,20 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 75.265 | -5,39 | 1.894 | -4,73 | ||||
| 2025-07-10 | 13F | Klaas Financial Asset Advisors, LLC | 142.972 | 1,48 | 3.599 | 2,22 | ||||
| 2025-07-25 | 13F | Joel Adams & Associates, Inc. | 15.601 | 0,09 | 393 | 0,77 | ||||
| 2025-08-08 | 13F | Accredited Investors Inc. | 162.491 | 11,85 | 4.090 | 12,64 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 265.393 | 1,58 | 6.680 | 2,31 | ||||
| 2025-08-12 | 13F | Goepper Burkhardt LLC | 13.594 | -17,61 | 342 | -16,99 | ||||
| 2025-05-15 | 13F | WealthTrak Capital Management LLC | 0 | -100,00 | 0 | |||||
| 2025-07-31 | 13F | Cardinal Point Capital Management, ULC | 73.618 | 35,21 | 1.853 | 36,18 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 775 | 1,17 | 20 | 0,00 | ||||
| 2025-07-23 | 13F | Bear Mountain Capital, Inc. | 156.788 | 4,76 | 3.931 | 4,83 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 18.647 | -0,21 | 469 | 0,64 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 2.341 | 13,97 | 59 | 13,73 | ||||
| 2025-08-01 | 13F | Schmidt P J Investment Management Inc | 20.673 | 0,74 | 520 | 1,56 | ||||
| 2025-08-14 | 13F | Aprio Wealth Management, LLC | 29.794 | -5,18 | 750 | -4,59 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 16.872 | 13,68 | 425 | 14,59 | ||||
| 2025-07-15 | 13F | Pine Haven Investment Counsel, Inc | 35.322 | 6,90 | 889 | 7,76 | ||||
| 2025-04-01 | 13F | Massmutual Trust Co Fsb/adv | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 7.374 | -21,88 | 186 | -21,28 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 372.356 | 13,33 | 9.372 | 14,15 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 46.641 | 7,04 | 1.174 | 7,81 |
