Grundlæggende statistik
| Institutionelle ejere | 169 total, 169 long only, 0 short only, 0 long/short - change of 25,00% MRQ |
| Gennemsnitlig porteføljeallokering | 1.8087 % - change of -2,22% MRQ |
| Institutionelle aktier (lange) | 33.735.640 (ex 13D/G) - change of 8,39MM shares 33,07% MRQ |
| Institutionel værdi (lang) | $ 2.489.102 USD ($1000) |
Institutionelt ejerskab og aktionærer
Vanguard Core Bond Fund (US:VCRB) har 169 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 33,735,640 aktier. Største aktionærer omfatter HBK Sorce Advisory LLC, Signaturefd, Llc, Martel Wealth Advisors Inc, Assetmark, Inc, Brinker Capital Investments, LLC, Orion Portfolio Solutions, LLC, Diversified Portfolios, Inc., Smith & Howard Wealth Management, LLC, BKD Wealth Advisors, LLC, and Financial Engines Advisors L.L.C. .
Vanguard Core Bond Fund (NasdaqGM:VCRB) 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 78,57 / share. Previously, on September 16, 2024, the share price was 79,71 / share. This represents a decline of 1,43% 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
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| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-30 | 13F | Mid-American Wealth Advisory Group, Inc. | 394 | 31 | ||||||
| 2025-07-31 | 13F | Conservest Capital Advisors, Inc. | 16.869 | 1.309 | ||||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 10.550 | 29,45 | 818 | 29,64 | ||||
| 2025-08-08 | 13F | Kaizen Financial Strategies | 122.783 | 2,79 | 9.525 | 3,00 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 13.457 | -1,69 | 1.044 | -1,51 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 31.155 | 10,96 | 2.417 | 11,13 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 12.203 | 13,12 | 947 | 13,29 | ||||
| 2025-08-08 | 13F | D'Orazio & Associates, Inc. | 29.450 | 2.285 | ||||||
| 2025-08-14 | 13F | Ariadne Wealth Management, LP | 3.973 | 0,00 | 309 | 1,65 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 328 | 25 | ||||||
| 2025-07-09 | 13F | Keystone Wealth Services, LLC | 5.093 | 43,42 | 395 | 44,16 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 235 | 18 | ||||||
| 2025-07-29 | 13F | Private Trust Co Na | 1.929 | -0,98 | 150 | -0,67 | ||||
| 2025-08-07 | 13F | Meeder Advisory Services, Inc. | 331.656 | 25.730 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 704.242 | 237,91 | 54.635 | 238,57 | ||||
| 2025-08-20 | 13F | Tull Financial Group, Inc. | 459.913 | 118,09 | 35.680 | 118,52 | ||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 8.213.718 | 3,21 | 637.220 | 3,41 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 46.105 | 3.577 | ||||||
| 2025-07-18 | 13F | Martel Wealth Advisors Inc | 1.384.604 | 2,36 | 107.418 | 2,56 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 3.973 | 20,39 | 308 | 20,78 | ||||
| 2025-07-15 | 13F | Smith & Howard Wealth Management, LLC | 872.703 | 67.704 | ||||||
| 2025-05-02 | 13F | Transcendent Capital Group LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 115.743 | -5,83 | 8.979 | -5,64 | ||||
| 2025-07-31 | 13F | Schoolcraft Capital LLC | 373.229 | -7,52 | 28.955 | -7,34 | ||||
| 2025-07-15 | 13F | Signal Tree Financial Partners Llc | 15.803 | 48,40 | 1.226 | 48,67 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 6.701 | -43,64 | 520 | -43,59 | ||||
| 2025-08-13 | 13F | Daner Wealth Management, LLC | 11.866 | 161,31 | 919 | 165,61 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Boston Family Office Llc | 55.546 | 84,27 | 4 | 100,00 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 2.611 | 1,08 | 203 | 1,00 | ||||
| 2025-05-07 | 13F | Magnolia Wealth Management, LLC | 581.996 | -3,02 | 45.064 | -0,95 | ||||
| 2025-07-16 | 13F | Plancorp, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-25 | 13F | BCR Wealth Strategies, LLC | 254.508 | 64,42 | 20 | 72,73 | ||||
| 2025-07-14 | 13F | Farmers Trust Co | 7.918 | 0,00 | 614 | 0,16 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 30.300 | 7,82 | 2.351 | 8,05 | ||||
| 2025-07-17 | 13F | Enclave Advisors LLC | 33.148 | 7,09 | 2.572 | 7,30 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 10.236 | 794 | ||||||
| 2025-07-22 | 13F | Gutierrez Wealth Advisory, LLC | 112.717 | 0,23 | 8.745 | 0,42 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 2.725 | 1.283,25 | 211 | 1.306,67 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 82.271 | -39,89 | 6.383 | -39,78 | ||||
| 2025-08-06 | 13F | Ethos Financial Group, LLC | 31.938 | 50,35 | 2.478 | 50,67 | ||||
| 2025-07-30 | 13F | Mills Wealth Advisors LLC | 387.849 | 22,58 | 30.089 | 22,82 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 0 | -100,00 | 0 | |||||
| 2025-05-05 | 13F | Morningstar Investment Services LLC | 297.313 | 23 | ||||||
| 2025-07-24 | 13F | Grand Wealth Management, Llc | 54.315 | 0,57 | 4.214 | 0,77 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 825.903 | 3,61 | 64.074 | 3,81 | ||||
| 2025-07-29 | 13F | Swmg, Llc | 3.825 | -68,66 | 294 | -68,76 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 1.585 | -23,69 | 123 | -23,75 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 1 | 0 | ||||||
| 2025-07-15 | 13F | Patriot Investment Management Inc. | 27.393 | -0,47 | 2.125 | -0,28 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 2.718 | 211 | ||||||
| 2025-07-15 | 13F | Verum Partners LLC | 245.018 | -4,13 | 19.009 | -3,95 | ||||
| 2025-07-30 | 13F | Cornerstone Advisory, LLC | 5.766 | 3,71 | 447 | 5,18 | ||||
| 2025-05-16 | 13F | American Trust | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-17 | 13F | Barry Investment Advisors, LLC | 73.231 | 37,77 | 5.681 | 38,06 | ||||
| 2025-08-13 | 13F | Strategic Family Wealth Counselors, L.L.C. | 63.121 | 9,84 | 4.897 | 10,05 | ||||
| 2025-07-18 | 13F | Lynx Investment Advisory | 19.557 | 7,47 | 1.517 | 7,74 | ||||
| 2025-07-15 | 13F | SJS Investment Consulting Inc. | 250.309 | 52,05 | 19.419 | 52,35 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 41.227 | 322,11 | 3.198 | 323,02 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 189 | 15 | ||||||
| 2025-07-25 | 13F | Quantum Financial Planning Services, Inc. | 342.796 | 363,98 | 26.594 | 364,93 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 0 | -100,00 | 0 | |||||
| 2025-07-21 | 13F | Keystone Financial Group, Inc. | 305 | -78,49 | 23 | -78,70 | ||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 3.427 | 0,00 | 266 | 0,00 | ||||
| 2025-08-13 | 13F | Greenwich Wealth Management LLC | 56.823 | -32,91 | 4 | -33,33 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 5.299 | 411 | ||||||
| 2025-08-04 | 13F | Atria Investments Llc | 11.544 | -48,37 | 896 | -48,30 | ||||
| 2025-07-23 | 13F | Lansing Street Advisors | 90.738 | 10,29 | 7.039 | 10,50 | ||||
| 2025-08-13 | 13F | Keystone Financial Group | 6.809 | 528 | ||||||
| 2025-05-08 | 13F | Great Valley Advisor Group, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 51.801 | 3,96 | 4.019 | 4,15 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 21.272 | 64,06 | 1.651 | 64,44 | ||||
| 2025-08-04 | 13F | Elite Life Management LLC | 45.173 | 1,22 | 3.505 | 1,42 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 781 | 61 | ||||||
| 2025-07-09 | 13F | Breakwater Investment Management | 82.930 | 475,42 | 6.434 | 476,95 | ||||
| 2025-07-23 | 13F | Penney Financial, LLC | 73.828 | 5.728 | ||||||
| 2025-08-08 | 13F | AJ Advisors, LLC | 126.686 | 8,05 | 9.828 | 8,26 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 5.827 | 452 | ||||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 2.483 | 0,00 | 193 | 0,00 | ||||
| 2025-08-11 | 13F | Diversified Portfolios, Inc. | 891.655 | 15,29 | 69.175 | 15,51 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 56.679 | 4.397 | ||||||
| 2025-07-08 | 13F | ShankerValleau Wealth Advisors, Inc. | 156.621 | 3,56 | 12.151 | 3,77 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 0 | -100,00 | 0 | |||||
| 2025-07-16 | 13F | Novem Group | 4.333 | 336 | ||||||
| 2025-08-12 | 13F | Change Path, LLC | 84.165 | 40,63 | 6.530 | 40,89 | ||||
| 2025-07-24 | 13F | Bernard Wealth Management Corp. | 12 | 0,00 | 1 | |||||
| 2025-08-06 | 13F | Nicholas Hoffman & Company, LLC. | 39.800 | 6,81 | 3.088 | 7,00 | ||||
| 2025-07-25 | 13F | LRI Investments, LLC | 2.614 | -2,35 | 203 | -2,42 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 3.318 | 257 | ||||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 2.861 | 222 | ||||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Mariner, LLC | 352.465 | 284,19 | 27.344 | 284,96 | ||||
| 2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 24.061 | 31,12 | 1.861 | 30,80 | ||||
| 2025-07-17 | 13F | San Luis Wealth Advisors LLC | 211.195 | -51,44 | 16 | -51,52 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 4.555.932 | 29,24 | 353.449 | 29,49 | ||||
| 2025-08-07 | 13F | Tfo-tdc, Llc | 2.911 | 226 | ||||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 720 | 56 | ||||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 960.085 | 7,38 | 74.483 | 7,59 | ||||
| 2025-07-28 | 13F | Cornerstone Wealth Group, LLC | 278.667 | 0,50 | 21.619 | 0,70 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 79.862 | 8,71 | 6 | 20,00 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 24.260 | -31,81 | 1.882 | -31,66 | ||||
| 2025-08-14 | 13F | Marshall Investment Management, Llc | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Momentous Wealth Management, Inc. | 327.879 | 8,62 | 25.437 | 8,83 | ||||
| 2025-07-24 | 13F | KC Investment Advisors, LLC | 88.855 | -50,11 | 6.893 | -50,01 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 48.562 | -10,55 | 3.767 | -10,37 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 187.202 | 7,12 | 14.523 | 7,33 | ||||
| 2025-07-30 | 13F | Retirement Planning Group | 34.684 | -10,64 | 2.691 | -10,48 | ||||
| 2025-07-21 | 13F | Trellis Wealth Advisors LLC | 11.598 | 900 | ||||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 894.071 | 69.228 | ||||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | NorthLanding Financial Partners, LLC | 117.512 | 26,19 | 9.117 | 26,44 | ||||
| 2025-04-29 | 13F | Financial Network Wealth Management LLC | 70.424 | 5 | ||||||
| 2025-08-07 | 13F | Tilson Financial Group, Inc. | 431.491 | -0,45 | 33 | 0,00 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 288.067 | 22.340 | ||||||
| 2025-08-08 | 13F | CFO4Life Group, LLC | 157.305 | 9,55 | 12.204 | 9,76 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | Invenio Wealth Partners Llc | 145.775 | 11.309 | ||||||
| 2025-07-15 | 13F | Hofer & Associates. Inc | 85.133 | 6.605 | ||||||
| 2025-04-29 | 13F | Proffitt & Goodson Inc | 0 | -100,00 | 0 | |||||
| 2025-07-28 | 13F | Keeler & Nadler Financial Planning & Wealth Management | 121.433 | 53,51 | 9.421 | 54,30 | ||||
| 2025-07-22 | 13F | Olistico Wealth, LLC | 2.005 | 18,36 | 156 | 18,32 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 120.292 | 676,68 | 9.332 | 694,89 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 3.223 | 250 | ||||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 63 | 5 | ||||||
| 2025-07-18 | 13F | Truist Financial Corp | 102.022 | -2,80 | 7.915 | -2,62 | ||||
| 2025-08-08 | 13F | Crossmark Global Holdings, Inc. | 35.707 | 3,27 | 2.770 | 3,47 | ||||
| 2025-08-12 | 13F | Accredited Wealth Management, LLC | 1.480 | 0,00 | 115 | 0,00 | ||||
| 2025-07-10 | 13F | Compton Wealth Advisory Group, LLC | 99.301 | 31,33 | 7.704 | 31,59 | ||||
| 2025-08-13 | 13F | Victory Financial Group, Llc | 58.657 | -0,09 | 4.551 | 0,11 | ||||
| 2025-08-12 | 13F | Goepper Burkhardt LLC | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 219 | 17 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 317.475 | 24.630 | ||||||
| 2025-07-02 | 13F | Dentgroup LLC | 3.536 | 274 | ||||||
| 2025-07-21 | 13F | Mendota Financial Group, LLC | 17.534 | 1.478,22 | 1.360 | 1.481,40 | ||||
| 2025-08-07 | 13F | Addison Advisors LLC | 890 | 69 | ||||||
| 2025-08-01 | 13F | Pasadena Private Wealth, LLC | 5.316 | 0,53 | 412 | 0,73 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 25.389 | -4,79 | 1.970 | -4,60 | ||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 390.657 | 7,99 | 30.307 | 8,20 | ||||
| 2025-08-14 | 13F | Sentinus, LLC | 24.404 | -2,03 | 1.893 | -1,82 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 5.700 | 442 | ||||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 1.305 | 194,58 | 101 | 197,06 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 177.211 | 4,38 | 13.748 | 4,58 | ||||
| 2025-07-16 | 13F | Stephenson National Bank & Trust | 657 | 22,12 | 51 | 21,95 | ||||
| 2025-07-22 | 13F | Tandem Investment Partners LLC | 77.289 | 6,81 | 5.996 | 7,01 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 7.438 | 1 | ||||||
| 2025-07-29 | 13F | BKD Wealth Advisors, LLC | 828.445 | 70,87 | 64.271 | 71,20 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 107.504 | 970,33 | 8.276 | 974,81 | ||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 125 | 10 | ||||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 177.842 | -16,87 | 13.797 | -16,70 | ||||
| 2025-07-23 | 13F | L.K. Benson & Company, P.C. | 7.595 | 36,40 | 589 | 36,66 | ||||
| 2025-08-08 | 13F | TD Capital Management LLC | 7.629 | 198,82 | 592 | 200,00 | ||||
| 2025-07-23 | 13F | Ami Investment Management Inc | 173.405 | 13.453 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 482.581 | 58,32 | 37.439 | 58,63 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 0 | -100,00 | 0 | |||||
| 2025-07-07 | 13F | Retirement Wealth Solutions LLC | 2.523 | 196 | ||||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 6.257 | 485 | ||||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 6.685 | 519 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 0 | -100,00 | 0 | |||||
| 2025-07-07 | 13F | OMNI 360 Wealth, Inc. | 67.682 | 10,15 | 5.251 | 10,36 | ||||
| 2025-07-14 | 13F | Leonard Rickey Investment Advisors P.L.L.C. | 83.641 | 8,26 | 6.489 | 10,21 | ||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 337 | 0 | ||||||
| 2025-07-24 | 13F | Galvin, Gaustad & Stein, LLC | 48.054 | 165,20 | 3.728 | 165,72 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 48.882 | 19,08 | 3.792 | 19,32 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 58.120 | 4.509 | ||||||
| 2025-08-01 | 13F | Zhang Financial LLC | 3.778 | 36,34 | 293 | 36,92 | ||||
| 2025-07-22 | 13F | Oak Hill Wealth Advisors, Llc | 16.328 | 1.252 | ||||||
| 2025-07-11 | 13F | Orrstown Financial Services Inc | 6.333 | 491 | ||||||
| 2025-08-12 | 13F | Up Strategic Wealth Investment Advisors Llc | 80.885 | 7,45 | 6.275 | 7,67 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 1.115.767 | 743,37 | 86.561 | 745,07 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 1.044 | 81 | ||||||
| 2025-07-07 | 13F | Kings Path Partners LLC | 59.200 | 116,18 | 4.593 | 116,60 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 49.838 | 23,37 | 3.866 | 23,63 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 70.215 | 10,38 | 5 | 25,00 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 2.124 | 165 | ||||||
| 2025-07-31 | 13F | Topsail Wealth Management, LLC | 14.964 | 405,71 | 1.161 | 406,55 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 4.255 | -6,52 | 330 | -6,25 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 118.839 | 7,18 | 9.219 | 7,40 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 336 | -1,47 | 26 | 0,00 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 6.125 | 1,74 | 475 | 1,93 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 3.282 | 255 | ||||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 23.265 | 1.805 | ||||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 36.814 | 281,49 | 3 | |||||
| 2025-08-04 | 13F | Keybank National Association/oh | 0 | -100,00 | 0 | |||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 493.456 | 5,47 | 38.282 | 5,68 | ||||
| 2025-07-28 | 13F | Baker Boyer National Bank | 3.257 | 0,00 | 253 | 0,00 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 75.820 | 26,93 | 6 | 25,00 |
