Grundlæggende statistik
| Institutionelle ejere | 189 total, 189 long only, 0 short only, 0 long/short - change of 21,66% MRQ |
| Gennemsnitlig porteføljeallokering | 0.2603 % - change of -11,07% MRQ |
| Institutionelle aktier (lange) | 7.251.395 (ex 13D/G) - change of 3,73MM shares 105,71% MRQ |
| Institutionel værdi (lang) | $ 577.274 USD ($1000) |
Institutionelt ejerskab og aktionærer
Vanguard Wellington Fund - Vanguard Short-Term Tax-Exempt Bond ETF (US:VTES) har 189 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 7,251,395 aktier. Største aktionærer omfatter Laurel Wealth Advisors LLC, Mercer Global Advisors Inc /adv, Wescott Financial Advisory Group, LLC, CI Private Wealth, LLC, Gleason Group, Inc., Karpus Management, Inc., Bank Of America Corp /de/, Seeds Investor Llc, Beaird Harris Wealth Management, LLC, and Cetera Investment Advisers .
Vanguard Wellington Fund - Vanguard Short-Term Tax-Exempt Bond ETF (ARCA:VTES) 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 102,27 / share. Previously, on September 16, 2024, the share price was 101,34 / share. This represents an increase of 0,92% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-31 | 13F | Silver Oak Advisory Group, Inc. | 19.920 | -2,58 | 2 | 0,00 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 1.385.053 | 10.377,74 | 14 | -99,02 | ||||
| 2025-08-08 | 13F | Firestone Capital Management | 42.860 | -5,81 | 4.326 | -5,42 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 1.688 | 40,67 | 170 | 41,67 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Maia Wealth LLC | 3.513 | 15,98 | 355 | 17,22 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 5.177 | 34,26 | 522 | 34,88 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 9.292 | 0,00 | 938 | 0,43 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 11.116 | 1.122 | ||||||
| 2025-07-16 | 13F | Dakota Wealth Management | 29.200 | 80,25 | 2.947 | 81,02 | ||||
| 2025-07-28 | 13F | Deroy & Devereaux Private Investment Counsel Inc | 0 | -100,00 | 0 | |||||
| 2025-07-22 | 13F | Gutierrez Wealth Advisory, LLC | 15.376 | 1.552 | ||||||
| 2025-08-14 | 13F | Valley Financial Group, Inc. | 2.203 | 0,00 | 222 | 0,45 | ||||
| 2025-07-16 | 13F | BOS Asset Management, LLC | 1.990 | 201 | ||||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 3.503 | 0,00 | 354 | 0,28 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 77 | -90,68 | 8 | -91,57 | ||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 2.922 | -19,95 | 295 | -19,67 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 30.371 | 39,67 | 3.065 | 40,27 | ||||
| 2025-08-12 | 13F | Eldridge Investment Advisors, Inc. | 4.499 | -3,89 | 453 | -3,62 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-03 | 13F | Garde Capital, Inc. | 405 | 0,00 | 41 | 0,00 | ||||
| 2025-07-31 | 13F | Planning Center, Inc. | 10.664 | -1,43 | 1.076 | -1,01 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 82.238 | 13,87 | 8.300 | 14,34 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 33.311 | 819,94 | 3.362 | 826,17 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 75.848 | 52,14 | 7.655 | 52,79 | ||||
| 2025-07-23 | 13F | ETF Portfolio Partners, Inc. | 4.990 | 504 | ||||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 4.754 | 0,70 | 480 | 1,05 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 13.168 | 121,87 | 1.329 | 122,99 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 28.272 | 33,50 | 2.854 | 34,07 | ||||
| 2025-08-07 | 13F | King Luther Capital Management Corp | 1.089 | 0,46 | ||||||
| 2025-07-31 | 13F | GenTrust, LLC | 23.587 | -30,97 | 2.381 | -30,69 | ||||
| 2025-07-28 | 13F | RCS Financial Planning, LLC | 6.990 | -7,78 | 705 | -7,36 | ||||
| 2025-08-13 | 13F | Willis Johnson & Associates, Inc. | 3.130 | 316 | ||||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 35.593 | -1,36 | 3.592 | -0,94 | ||||
| 2025-07-15 | 13F | Financial Management Professionals, Inc. | 700 | 0,00 | 71 | 0,00 | ||||
| 2025-08-14 | 13F | Boothbay Fund Management, Llc | 9.250 | 934 | ||||||
| 2025-07-28 | 13F | Sterling Financial Planning, Inc. | 29.326 | 3,17 | 2.960 | 3,61 | ||||
| 2025-08-14 | 13F | Cardiff Park Advisors, Llc | 14.376 | 0,00 | 1.451 | 0,42 | ||||
| 2025-07-15 | 13F | Level Financial Advisors, Inc. | 2.292 | 0,00 | 231 | 0,43 | ||||
| 2025-08-11 | 13F | Diversified Portfolios, Inc. | 20.508 | 2,57 | 2.070 | 2,99 | ||||
| 2025-07-22 | 13F | Siligmueller & Norvid Wealth Advisors LLC | 8.665 | 196,75 | 875 | 198,63 | ||||
| 2025-07-18 | 13F | SigFig Wealth Management, LLC | 2.681 | 271 | ||||||
| 2025-08-14 | 13F | Betterment LLC | 3.044 | 0 | ||||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0 | -100,00 | 0 | |||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 5.807 | 586 | ||||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 360 | 82,74 | 36 | 89,47 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 13.299 | 243,38 | 1.342 | 244,99 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 2.735 | -10,12 | 276 | -9,84 | ||||
| 2025-08-06 | 13F | Wsfs Capital Management, Llc | 3.483 | 352 | ||||||
| 2025-07-15 | 13F | Avaii Wealth Management, Llc | 3.093 | 22,25 | 312 | 22,83 | ||||
| 2025-07-18 | 13F | Magnolia Private Wealth, LLC | 4.168 | 421 | ||||||
| 2025-08-11 | 13F | Ritter Daniher Financial Advisory LLC / DE | 2.450 | 0,00 | 247 | 0,41 | ||||
| 2025-07-10 | 13F | Global Financial Private Client, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-21 | 13F | Trellis Wealth Advisors LLC | 3.496 | -4,82 | 353 | -4,61 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 9.340 | 943 | ||||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 3.447 | 0,00 | 348 | 0,29 | ||||
| 2025-08-12 | 13F | Seeds Investor Llc | 165.459 | 30,34 | 16.700 | 30,88 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 6.602 | -5,85 | 1 | |||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 100.144 | -3,32 | 10.095 | -3,04 | ||||
| 2025-08-04 | 13F | Bridgewealth Advisory Group, LLC | 9.682 | 977 | ||||||
| 2025-07-17 | 13F | Montis Financial, LLC | 4.456 | 0,00 | 450 | 0,45 | ||||
| 2025-07-21 | 13F | Crews Bank & Trust | 5.550 | 0,00 | 560 | 0,54 | ||||
| 2025-08-08 | 13F | Family Firm, Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-23 | 13F | Pillar Financial Advisors, LLC | 7.506 | -6,33 | 758 | -5,96 | ||||
| 2025-07-23 | 13F | Asset Planning Corporation | 2.133 | 215 | ||||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 3.680 | -52,41 | 0 | |||||
| 2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 6.292 | 1,65 | 635 | 2,09 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 2.892 | -53,88 | 292 | -53,81 | ||||
| 2025-07-17 | 13F | San Luis Wealth Advisors LLC | 15.548 | -83,57 | 2 | -88,89 | ||||
| 2025-05-13 | 13F | Watchman Group, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | VSM Wealth Advisory, LLC | 4.968 | 42,19 | 501 | 42,74 | ||||
| 2025-08-11 | 13F | Conquis Financial Llc | 122 | 0,00 | 12 | 0,00 | ||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 1.544 | 0,72 | 156 | 0,65 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 1.298 | 549,00 | 131 | 589,47 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 40.491 | 69,94 | 4.087 | 70,68 | ||||
| 2025-08-12 | 13F | Lodestone Wealth Management LLC | 2.450 | 247 | ||||||
| 2025-08-14 | 13F | C M Bidwell & Associates Ltd | 932 | 120,33 | 94 | 123,81 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 4.542 | 458 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 3.497 | 599,40 | 353 | 604,00 | ||||
| 2025-08-05 | 13F | Burney Co/ | 14.843 | 457,59 | 1.498 | 461,05 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 2.705 | 0,37 | 273 | 1,87 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | -100,00 | 0 | |||||
| 2025-07-17 | 13F | Hanson & Doremus Investment Management | 821 | 0 | ||||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 4.200 | 424 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 255 | 0,79 | 26 | 0,00 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 24.929 | 12,58 | 2.516 | 13,08 | ||||
| 2025-08-01 | 13F | SwitchPoint Financial Planning, LLC | 11.897 | -9,79 | 1.201 | -9,43 | ||||
| 2025-07-23 | 13F | L.K. Benson & Company, P.C. | 5.034 | 0,48 | 508 | 0,99 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 101 | 10 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 65.350 | 26,20 | 6.596 | 26,73 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 26.763 | -5,79 | 2.701 | -5,39 | ||||
| 2025-07-24 | 13F | PDS Planning, Inc | 2.035 | 205 | ||||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 2.001 | 202 | ||||||
| 2025-05-12 | 13F | Fmr Llc | 0 | -100,00 | 0 | |||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 24.905 | 0,35 | 2.514 | 0,76 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 34.968 | -1,37 | 4 | 0,00 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 12.404 | 133,33 | 1.252 | 134,27 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 3.920 | -52,02 | 396 | -51,89 | ||||
| 2025-07-31 | 13F | Topsail Wealth Management, LLC | 51.100 | 5.158 | ||||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 18.509 | 1.868 | ||||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 4.477 | 19,04 | 452 | 19,31 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 13.940 | 1.407 | ||||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 8.957 | -38,75 | 904 | -38,46 | ||||
| 2025-07-15 | 13F | Graypoint LLC | 16.400 | 0,00 | 1.655 | 0,42 | ||||
| 2025-08-11 | 13F | Root Financial Partners, LLC | 2.805 | 283 | ||||||
| 2025-08-07 | 13F | Mayport, Llc | 20.649 | -28,72 | 2.084 | -28,41 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 500 | 0,00 | 50 | 0,00 | ||||
| 2025-08-13 | 13F | Integrity Investment Advisors, LLC | 13.422 | -1,12 | 1.355 | -0,73 | ||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-08 | 13F | Fortis Group Advisors, LLC | 2.132 | 216 | ||||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 3.592 | 7,42 | 363 | 7,74 | ||||
| 2025-05-15 | 13F | Lido Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-29 | 13F | Oxbow Advisors, LLC | 5.357 | 0,00 | 541 | 0,37 | ||||
| 2025-08-12 | 13F | Bedel Financial Consulting, Inc. | 20.540 | 2.073 | ||||||
| 2025-07-30 | 13F | Capital Investment Services of America, Inc. | 76.470 | -5,32 | 7.718 | -4,93 | ||||
| 2025-08-05 | 13F | Bridgewater Advisors Inc. | 6.797 | 0,00 | 688 | 1,18 | ||||
| 2025-08-11 | 13F | Brown Wealth Management, Llc | 23.948 | 806,09 | 2.417 | 812,08 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 7.280 | 28,51 | 735 | 29,00 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 38.438 | 16,72 | 3.880 | 17,23 | ||||
| 2025-08-13 | 13F | Boston Family Office Llc | 2.250 | 0 | ||||||
| 2025-08-07 | 13F | Hughes Financial Services, LLC | 68.439 | -0,53 | 6.944 | 0,49 | ||||
| 2025-05-08 | 13F | Us Bancorp \de\ | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 4.598 | 3,28 | 464 | 3,80 | ||||
| 2025-07-11 | 13F | Physician Wealth Solutions Inc. | 8.130 | 821 | ||||||
| 2025-07-16 | 13F | American National Bank | 220 | 161,90 | 22 | 175,00 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 220.608 | 37,65 | 22.266 | 38,21 | ||||
| 2025-08-12 | 13F | Passive Capital Management, LLC. | 26.131 | 3,80 | 2.633 | 4,07 | ||||
| 2025-08-28 | 13F | Midwestern Financial, LLC /IA | 2.925 | 295 | ||||||
| 2025-08-14 | 13F | Graney & King, LLC | 557 | 0,00 | 56 | 1,82 | ||||
| 2025-07-25 | 13F | Quantum Financial Planning Services, Inc. | 5.079 | 513 | ||||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 2.194 | 1,11 | 221 | 1,38 | ||||
| 2025-08-11 | 13F | Wescott Financial Advisory Group, LLC | 637.076 | -1,58 | 64.300 | -1,17 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 12.075 | 397,94 | 1.219 | 401,23 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 2.726 | -3,54 | 275 | -3,17 | ||||
| 2025-08-08 | 13F | Creative Planning | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | TAGStone Capital, Inc. | 14.264 | -44,23 | 1.448 | 72.250,00 | ||||
| 2025-07-31 | 13F | Kathleen S. Wright Associates Inc. | 14.900 | 52,04 | 1.504 | 52,74 | ||||
| 2025-07-21 | 13F | Single Point Partners, LLC | 13.705 | 11,70 | 1 | 0,00 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 103.246 | 48,10 | 10.421 | 48,73 | ||||
| 2025-07-17 | 13F | Eclectic Associates Inc /adv | 33.925 | 38,93 | 3.424 | 39,53 | ||||
| 2025-08-05 | 13F | Allodium Investment Consultants, LLC | 11.494 | 12,50 | 1.160 | 13,06 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 299 | 0,00 | 30 | 0,00 | ||||
| 2025-07-17 | 13F | Genesis Private Wealth, Llc | 26.715 | 10,71 | 2.696 | 11,18 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 90.085 | 126,87 | 9.092 | 127,87 | ||||
| 2025-07-11 | 13F | Essex Savings Bank | 2.490 | 0,00 | 251 | 0,40 | ||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 105.511 | -8,64 | 10.649 | -8,25 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 51 | 5 | ||||||
| 2025-07-18 | 13F | Truist Financial Corp | 26.042 | 545,88 | 2.628 | 548,89 | ||||
| 2025-08-14 | 13F | First Manhattan Co | 2.240 | 226 | ||||||
| 2025-07-28 | 13F | Cornerstone Wealth Group, LLC | 2.249 | 227 | ||||||
| 2025-07-17 | 13F | Lakewood Asset Management LLC | 4.903 | 0,57 | 495 | 1,02 | ||||
| 2025-08-11 | 13F | Walter & Keenan Financial Consulting Co /mi/ /adv | 2.750 | 278 | ||||||
| 2025-07-15 | 13F | Alhambra Investment Partners LLC | 7.800 | 62,50 | 787 | 63,28 | ||||
| 2025-08-11 | 13F | Elequin Capital Lp | 21.743 | 4.231,27 | 2.195 | 4.288,00 | ||||
| 2025-08-04 | 13F | Haven Private, LLC | 31.015 | 3.130 | ||||||
| 2025-07-23 | 13F | Eagle Rock Investment Company, Llc | 3.400 | -2,86 | 343 | -2,28 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 9.377 | 54,23 | 946 | 54,83 | ||||
| 2025-07-17 | 13F | Stone Point Wealth LLC | 4.959 | 14,26 | 501 | 14,68 | ||||
| 2025-08-15 | 13F | Stonebridge Capital Advisors LLC | 79.841 | 4,17 | 8.058 | 4,61 | ||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 13.350 | 3,02 | 1.347 | 3,46 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 43.337 | 2.323,77 | 4.374 | 2.330,00 | ||||
| 2025-07-09 | 13F | Thrive Wealth Management, LLC | 4.780 | 482 | ||||||
| 2025-08-12 | 13F | Accredited Wealth Management, LLC | 1.335 | -1,84 | 135 | -1,47 | ||||
| 2025-08-08 | 13F | Taylor, Cottrill, Erickson & Associates, Inc. | 17.380 | -17,75 | 1.754 | -17,38 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 6.270 | 630 | ||||||
| 2025-08-14 | 13F | Principia Wealth Advisory, LLC | 941 | 0,00 | 95 | 1,08 | ||||
| 2025-04-23 | 13F | Sunesis Advisors, LLC | 11.984 | 0,00 | 1.205 | 0,25 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 670 | -5,90 | 68 | -5,63 | ||||
| 2025-07-22 | 13F | MGO Private Wealth, LLC | 44.419 | 7,54 | 4.483 | 8,00 | ||||
| 2025-07-17 | 13F | Gleason Group, Inc. | 305.954 | 544,55 | 30.880 | 547,22 | ||||
| 2025-08-13 | 13F | Haverford Trust Co | 16.576 | -8,50 | 1.673 | -8,08 | ||||
| 2025-08-05 | 13F | Jacobson & Schmitt Advisors, Llc | 6.807 | 687 | ||||||
| 2025-08-14 | 13F | Headinvest, Llc | 7.934 | 0,00 | 801 | 0,38 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 33.726 | -15,06 | 3.404 | -14,73 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 324.142 | 78,83 | 32.716 | 79,58 | ||||
| 2025-07-24 | 13F | Eastern Bank | 500 | 50 | ||||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 10.757 | -1,70 | 1.086 | -1,27 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 7.190 | 18,06 | 726 | 18,46 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 3.336 | 337 | ||||||
| 2025-08-05 | 13F | Huntington National Bank | 4 | |||||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 2.080 | -24,96 | 210 | -24,82 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F | Burling Wealth Partners, Llc | 2.689 | 271 | ||||||
| 2025-08-14 | 13F | Karpus Management, Inc. | 232.100 | 1.057,61 | 23.426 | 1.062,53 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 14.520 | -20,35 | 1.465 | -20,03 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 2.702 | 273 | ||||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 21.755 | 126,45 | 2.195 | 127,93 | ||||
| 2025-08-14 | 13F | Core Wealth Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 2.759 | 0,00 | 278 | 0,36 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 11.014 | 1.112 | ||||||
| 2025-05-15 | 13F | Hrt Financial Lp | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 12.273 | 1.239 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 13.107 | 192,50 | 1 | |||||
| 2025-07-09 | 13F | Berkshire Bank | 25.101 | 41,87 | 2.533 | 42,46 | ||||
| 2025-08-05 | 13F | Integrity Wealth Solutions LLC | 6.564 | 24,18 | 662 | 24,67 | ||||
| 2025-07-17 | 13F | Elser Financial Planning, Inc | 2.117 | 214 | ||||||
| 2025-08-14 | 13F | Eaton-Cambridge Inc. | 5.715 | 0,00 | 577 | 0,35 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 1.262.847 | 3.727,27 | 127.459 | 3.743,76 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 0 | -100,00 | 0 | |||||
| 2025-08-27 | 13F | Tribridge Partners Financial LLC | 3.173 | 0 | ||||||
| 2025-07-25 | 13F | PrairieView Partners, LLC | 29.572 | -27,64 | 3 | -50,00 | ||||
| 2025-07-22 | 13F | Aspire Private Capital, LLC | 21.781 | 81,87 | 2.198 | 82,71 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 4.995 | 504 | ||||||
| 2025-07-17 | 13F | XML Financial, LLC | 3.415 | 345 | ||||||
| 2025-07-30 | 13F | EnRich Financial Partners LLC | 6.958 | -0,47 | 702 | 0,00 | ||||
| 2025-08-08 | 13F | Altiora Financial Group, LLC | 38.831 | -7,80 | 3.919 | -7,42 | ||||
| 2025-08-14 | 13F | UBS Group AG | 33.163 | 401,41 | 3.347 | 404,07 | ||||
| 2025-07-30 | 13F | BlueChip Wealth Advisors LLC | 28.302 | 112,49 | 2.857 | 113,45 |
