Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i iShares Trust - iShares Core MSCI International Developed Markets ETF, omfatter INTL - Main International ETF, Starr Indemnity & Liability Co, Exchange Traded Concepts, Llc, C V Starr & Co Inc, LPRFX - BlackRock Lifepath Dynamic 2050 Fund Investor A Shares, LPVAX - BlackRock LifePath Dynamic 2055 Fund Investor A Shares, CDAZX - Multi-Manager Directional Alternative Strategies Fund Institutional Class, Principal Financial Group Inc, LPHAX - BlackRock LifePath Dynamic 2045 Fund Investor A Shares, Crane Advisory, LLC, Old National Bancorp /in/, BlackRock Funds III - BlackRock LifePath Dynamic 2060 Fund Investor A Shares, rebel Financial LLC, RLGAX - RiverFront Asset Allocation Growth & Income Investor Shares, Alps Advisors Inc, David J Yvars Group, Duncan Williams Asset Management, LLC, Midwest Trust Co, Capitolis Liquid Global Markets LLC, og Tanager Wealth Management LLP .
Denne side viser ændringer i ejerskabsstrukturen ved at notere institutioner, fonde og større aktionærer, der har øget deres beholdning eller åbnet nye positioner i den seneste rapporteringsperiode. Grønne rækker angiver nye positioner. Klik på linket ikon for at se den fulde transaktionshistorik.
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| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-18 | 13F | USA Financial Portformulas Corp | 12.297 | 935 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 174.660 | 13.281 | ||||||
| 2025-07-16 | 13F | Independent Wealth Network Inc. | 9.340 | 53,24 | 710 | 69,45 | ||||
| 2025-07-18 | 13F | BSW Wealth Partners | 315.345 | 4,39 | 23.979 | 15,22 | ||||
| 2025-08-11 | 13F | Johnson Financial Group, LLC | 4.022 | 306 | ||||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 3.690 | 123,23 | 281 | 147,79 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 932 | 16,50 | 71 | 27,27 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 46.900 | 3.566 | ||||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 2.828 | 0,04 | 215 | 10,82 | ||||
| 2025-08-06 | 13F | Cloud Capital Management, LLC | 32.678 | 8,16 | 2 | 0,00 | ||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 157.316 | 13,25 | 11.962 | 25,01 | ||||
| 2025-08-15 | 13F | ROSS\JOHNSON & Associates LLC | 55 | 12,24 | 4 | 33,33 | ||||
| 2025-07-09 | 13F | VisionPoint Advisory Group, LLC | 4.430 | 337 | ||||||
| 2025-08-13 | 13F | Parkworth Wealth Management, Inc. | 6.763 | 16,30 | 514 | 28,50 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 3.135.166 | 2,37 | 238.376 | 12,98 | ||||
| 2025-08-07 | 13F | Cahill Financial Advisors Inc | 11.164 | 0,12 | 849 | 10,42 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 492.107 | 504,86 | 37.420 | 567,72 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 3.079.266 | 2,23 | 234.147 | 12,83 | ||||
| 2025-08-14 | 13F | Tudor Investment Corp Et Al | 23.603 | 1.795 | ||||||
| 2025-08-12 | 13F | BlackRock, Inc. | 19.930.898 | 5,57 | 1.515.545 | 16,52 | ||||
| 2025-07-16 | 13F | American National Bank | 20.272 | 110,03 | 1.541 | 132,08 | ||||
| 2025-08-05 | 13F | AAFCPAs Wealth Management, LLC | 390.492 | 1,68 | 29.693 | 12,24 | ||||
| 2025-07-28 | 13F | Frazier Financial Advisors, LLC | 54 | 4 | ||||||
| 2025-07-07 | 13F | Rf&l Wealth Management, Llc | 28.944 | 4,19 | 2.201 | 15,00 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 4.553 | 8,10 | 346 | 19,31 | ||||
| 2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 5.260 | 400 | ||||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 32.958 | 108,61 | 2.506 | 130,33 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 3.767 | 0,03 | 286 | 10,42 | ||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 9.074 | 7,07 | 690 | 18,18 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 25.233 | 1.919 | ||||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 6.975 | 8,76 | 530 | 20,18 | ||||
| 2025-08-08 | 13F | Principal Financial Group Inc | 163.467 | 12.430 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1.863.704 | 12,30 | 141.716 | 23,95 | ||||
| 2025-07-21 | 13F | Ascent Group, LLC | 10.634 | 177,58 | 809 | 207,22 | ||||
| 2025-08-08 | 13F | Creative Planning | 17.982.959 | 1,60 | 1.367.424 | 12,14 | ||||
| 2025-08-14 | 13F | Fmr Llc | 50.996 | 55,07 | 3.878 | 71,17 | ||||
| 2025-08-26 | NP | BlackRock Funds III - BlackRock LifePath Dynamic 2065 Fund Investor C Shares | 52.358 | 3.981 | ||||||
| 2025-07-10 | 13F | Stewardship Advisors, LLC | 14.737 | 5,72 | 1.121 | 16,67 | ||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 2.796 | 0,72 | 0 | |||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 122.195 | 6,44 | 9.292 | 17,47 | ||||
| 2025-07-11 | 13F | Hilltop Wealth Advisors, Llc | 33.725 | 18,11 | 2.564 | 30,35 | ||||
| 2025-07-15 | 13F | Accurate Wealth Management, LLC | 7.350 | 0,80 | 562 | 15,20 | ||||
| 2025-07-17 | 13F | Crane Advisory, LLC | 116.089 | 8.796 | ||||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 335 | 1.575,00 | 25 | 2.400,00 | ||||
| 2025-07-03 | 13F | Higgins & Schmidt Wealth Strategies LLC | 91.489 | 3,00 | 6.957 | 13,70 | ||||
| 2025-07-07 | 13F | Accelerate Investment Advisors LLC | 154.055 | 5,53 | 11.714 | 16,49 | ||||
| 2025-08-19 | 13F | Delos Wealth Advisors, LLC | 2 | 0 | ||||||
| 2025-07-29 | 13F | Riverbend Wealth Management, LLC | 3.437 | 261 | ||||||
| 2025-06-23 | NP | ITDJ - iShares LifePath Target Date 2070 ETF | 10.057 | 37,00 | 720 | 45,75 | ||||
| 2025-06-27 | NP | INTL - Main International ETF | 700.650 | 50.181 | ||||||
| 2025-08-26 | NP | BlackRock Funds III - BlackRock LifePath Dynamic 2070 Fund Class R | 4.048 | 308 | ||||||
| 2025-08-12 | 13F | Archer Investment Corp | 836 | 134,83 | 64 | 162,50 | ||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 22.112 | 173,26 | 1.681 | 201,80 | ||||
| 2025-08-07 | 13F | Everhart Financial Group, Inc. | 6.407 | 14,62 | 487 | 26,49 | ||||
| 2025-07-23 | 13F | Bellevue Asset Management, Llc | 66 | 5 | ||||||
| 2025-07-28 | 13F | Courier Capital Llc | 10.704 | 814 | ||||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 99.661 | 471,39 | 7.760 | 521,22 | ||||
| 2025-07-30 | 13F | LifeWealth Investments, LLC | 2.779 | 211 | ||||||
| 2025-06-23 | NP | ITDB - iShares LifePath Target Date 2030 ETF | 36.888 | 17,47 | 2.642 | 24,93 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 462 | 23.000,00 | 35 | |||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 382 | 1,60 | 29 | 16,00 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 9.893 | 5,24 | 752 | 16,23 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 147.074 | 12,62 | 11.184 | 24,31 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 15.294 | 19,37 | 1.163 | 31,75 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 23.560 | 0,64 | 2 | 0,00 | ||||
| 2025-07-23 | 13F | Opulen Financial Group LLC | 5.115 | 1,73 | 389 | 12,14 | ||||
| 2025-08-04 | 13F | Human Investing LLC | 12.346 | 42,53 | 938 | 57,38 | ||||
| 2025-07-01 | 13F | Kera Capital Partners, Inc. | 21.366 | 183,63 | 1.625 | 213,51 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 1.948.751 | 200,01 | 148.183 | 231,16 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 5.320 | 405 | ||||||
| 2025-07-25 | 13F | Tranquility Partners, LLC | 12.518 | 4,62 | 952 | 15,41 | ||||
| 2025-08-14 | 13F | Financial Advisors Network, Inc. | 207.792 | 6,90 | 15.801 | 17,99 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 3.926 | 299 | ||||||
| 2025-08-13 | 13F | Summit Financial, LLC | 32.363 | 2.461 | ||||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 1.258.824 | 0,21 | 95.721 | 10,61 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 32.991 | 3 | ||||||
| 2025-07-17 | 13F | Claris Advisors, Llc / Mo / | 30.473 | 3,11 | 2.317 | 13,80 | ||||
| 2025-07-01 | 13F | First National Bank Sioux Falls | 243.310 | 1,35 | 18.501 | 11,87 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 4.125 | 35,96 | 314 | 49,76 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 10.429 | 3,39 | 793 | 9,38 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 51.154 | 4.065,64 | 3.890 | 4.529,76 | ||||
| 2025-07-17 | 13F | Norris Perne & French Llp/mi | 83.881 | 1,66 | 6.378 | 12,21 | ||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 59.615 | 22,00 | 4.533 | 34,67 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 436.348 | 33.180 | ||||||
| 2025-07-15 | 13F | Family Wealth Partners, Llc | 124.468 | 2,55 | 9.465 | 13,19 | ||||
| 2025-07-09 | 13F | Riversedge Advisors, Llc | 598.627 | 16,94 | 45.520 | 29,08 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 3.672.833 | 7,62 | 279.282 | 18,79 | ||||
| 2025-07-14 | 13F | Abound Wealth Management | 38 | 3 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 849.753 | 29,06 | 64.615 | 42,46 | ||||
| 2025-08-07 | 13F | PFG Advisors | 11.001 | 836 | ||||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 20.163 | 131,97 | 1.533 | 156,35 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 1.772.283 | 92,03 | 134.764 | 111,96 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 41 | 5,26 | ||||||
| 2025-07-14 | 13F | Capstone Wealth Management, LLC | 5.423 | 3,57 | 412 | 14,44 | ||||
| 2025-07-23 | 13F | Joel Isaacson & Co., LLC | 3.751 | 1,27 | 285 | 11,76 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 430.786 | 6,51 | 33 | 18,52 | ||||
| 2025-07-28 | 13F | Fairman Group, LLC | 3.258 | 0,87 | 248 | 18,75 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 9.709 | 738 | ||||||
| 2025-06-23 | NP | AOM - iShares Core Moderate Allocation ETF | 2.412.318 | 2,44 | 172.770 | 8,97 | ||||
| 2025-07-28 | 13F | Eq Wealth Advisors, Llc | 45 | 9,76 | 3 | 50,00 | ||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 85 | 6 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 26.204 | 7,94 | 1.993 | 19,14 | ||||
| 2025-08-14 | 13F | Graney & King, LLC | 11.149 | 1,40 | 848 | 11,89 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 1.082.413 | 0,68 | 82.307 | 11,13 | ||||
| 2025-08-06 | 13F | Ethos Financial Group, LLC | 2.780 | 211 | ||||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 3.042 | 0 | ||||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 6.591 | 11,88 | 501 | 23,70 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 254 | 19 | ||||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 35.925 | 3,46 | 2.732 | 14,17 | ||||
| 2025-07-25 | 13F | Inman Jager Wealth Management, LLC | 29.533 | 21,98 | 2.246 | 34,67 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 507.966 | 5,46 | 38.626 | 16,40 | ||||
| 2025-08-14 | 13F | DRW Securities, LLC | 206.238 | 15.682 | ||||||
| 2025-08-14 | 13F | Prudent Investors Network | 250.371 | 1,66 | 19.038 | 12,21 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 241.682 | 0,14 | 16.649 | 7,01 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 304.963 | 4,72 | 23.189 | 11,42 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 22.928 | 102,58 | 1.743 | 123,75 | ||||
| 2025-08-05 | 13F | Hi-Line Capital Management, LLC | 288.319 | 27,10 | 21.924 | 40,29 | ||||
| 2025-07-24 | NP | ARAAX - Horizon Active Risk Assist Fund Advisor Class | 2.123.244 | 507,08 | 159.710 | 698,35 | ||||
| 2025-07-11 | 13F | Rockwood Wealth Management, LLC | 7.689 | 585 | ||||||
| 2025-08-11 | 13F | Pineridge Advisors LLC | 810 | 1,00 | 62 | 10,91 | ||||
| 2025-08-14 | 13F | Compass Wealth Management, LLC/GA | 64.554 | 4.909 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 541.114 | 29,02 | 41.146 | 42,41 | ||||
| 2025-07-15 | 13F | Oak Root LLC | 199.151 | 10,51 | 15.143 | 21,98 | ||||
| 2025-08-07 | 13F | Resolute Advisors LLC | 35.402 | 1,73 | 2.692 | 12,27 | ||||
| 2025-08-12 | 13F | North Star Asset Management Inc | 3.744 | 285 | ||||||
| 2025-08-14 | 13F | Icon Wealth Advisors, LLC | 1.597 | 5,48 | 121 | 16,35 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 40.686 | 13,73 | 3.094 | 25,53 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 6.852.208 | 33,43 | 521.039 | 49,09 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 198 | 112,90 | 15 | 150,00 | ||||
| 2025-06-23 | NP | IRTR - iShares LifePath Retirement ETF | 18.625 | 4,80 | 1.334 | 11,45 | ||||
| 2025-07-22 | 13F | MBL Wealth, LLC | 271.254 | 2,99 | 20.626 | 13,68 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 5.132 | 6,03 | 390 | 17,12 | ||||
| 2025-08-25 | NP | MML Series Investment Fund II - MML iShares 80/20 Allocation Fund Service Class I | 234.710 | 7,47 | 17.847 | 18,62 | ||||
| 2025-07-30 | 13F/A | Old Point Trust & Financial Services N A | 9.390 | 64,02 | 714 | 81,22 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 6.038 | 18,49 | 459 | 30,77 | ||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | 10.078 | 766 | ||||||
| 2025-08-07 | 13F | Midwest Trust Co | 73.275 | 5.572 | ||||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 213.693 | 19,78 | 16.272 | 31,61 | ||||
| 2025-07-22 | 13F | Duncan Williams Asset Management, LLC | 79.928 | 6.078 | ||||||
| 2025-07-22 | 13F | Verus Wealth Management, Llc | 15.269 | 22,96 | 1.161 | 35,79 | ||||
| 2025-08-08 | 13F | C V Starr & Co Inc | 378.787 | 28.803 | ||||||
| 2025-07-29 | 13F | Kondo Wealth Advisors, Inc. | 249.086 | 3,83 | 18.906 | 14,40 | ||||
| 2025-07-16 | 13F | Colton Groome Financial Advisors, Llc | 13.768 | 20,93 | 1.047 | 28,34 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 770.868 | 11,59 | 58.617 | 23,17 | ||||
| 2025-07-14 | 13F | Friday Financial | 108.109 | 10,43 | 8.221 | 21,20 | ||||
| 2025-06-23 | NP | AOA - iShares Core Aggressive Allocation ETF | 7.169.640 | 2,58 | 513.490 | 9,11 | ||||
| 2025-07-31 | 13F | City State Bank | 5.377 | 10,25 | 409 | 21,79 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 241 | 18 | ||||||
| 2025-07-17 | 13F | Lauterbach Financial Advisors, LLC | 32.512 | 1,56 | 2.472 | 12,11 | ||||
| 2025-08-06 | 13F | Bensler, LLC | 4.110 | 0,15 | 313 | 10,64 | ||||
| 2025-06-25 | NP | RLGAX - RiverFront Asset Allocation Growth & Income Investor Shares | 93.500 | 6.696 | ||||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 11.805 | 16,62 | 898 | 28,69 | ||||
| 2025-08-11 | 13F | Brown Wealth Management, Llc | 89.159 | 6,88 | 6.780 | 17,98 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 10.131 | 58,82 | 770 | 75,40 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 2.582 | 260,11 | 196 | 300,00 | ||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 138.065 | 15,01 | 10.498 | 26,96 | ||||
| 2025-07-15 | 13F | Maseco Llp | 3.467 | 264 | ||||||
| 2025-07-25 | 13F | Cypress Capital Group | 3.135 | 238 | ||||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 9.264 | 0,01 | 638 | 6,87 | ||||
| 2025-07-23 | 13F | Columbus Macro, LLC | 268.391 | 2,08 | 20.408 | 12,68 | ||||
| 2025-08-04 | 13F | Keybank National Association/oh | 3.325 | 253 | ||||||
| 2025-08-26 | NP | LPHAX - BlackRock LifePath Dynamic 2045 Fund Investor A Shares | 125.381 | 9.534 | ||||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 141.579 | 77,65 | 10.766 | 96,08 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 12.248 | 0,35 | 931 | 10,83 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 32.581 | 20,16 | 2.477 | 32,67 | ||||
| 2025-08-06 | 13F | Nicholas Hoffman & Company, LLC. | 10.546 | 0,56 | 802 | 10,94 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 22.540 | 4,29 | 1.714 | 15,12 | ||||
| 2025-08-25 | NP | MML Series Investment Fund II - MML iShares 60/40 Allocation Fund Service Class I | 112.112 | 9,41 | 8.525 | 20,75 | ||||
| 2025-07-10 | 13F | Secure Asset Management, LLC | 13.433 | 1.021 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 858.477 | 2,85 | 65.278 | 13,52 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 305.267 | 0,19 | 23.212 | 10,60 | ||||
| 2025-08-14 | 13F | Sei Investments Co | 11.053.627 | 5,02 | 840.517 | 15,92 | ||||
| 2025-07-16 | 13F | Squire Investment Management Company, LLC | 154.014 | 5,52 | 11.711 | 16,48 | ||||
| 2025-08-07 | 13F | Lakeridge Wealth Management LLC | 31.260 | 2,49 | 2.377 | 13,14 | ||||
| 2025-08-13 | 13F | Harfst & Associates, Inc. | 2.975 | 226 | ||||||
| 2025-08-18 | 13F | Second Line Capital, LLC | 4.058 | 1,73 | 309 | 12,41 | ||||
| 2025-07-09 | 13F | Alesco Advisors Llc | 3.128.384 | 0,84 | 237.882 | 11,31 | ||||
| 2025-08-04 | 13F | Rede Wealth, LLC | 7.265 | 0,43 | 552 | 10,84 | ||||
| 2025-08-13 | 13F | Tranquilli Financial Advisor LLC | 80.262 | 37,81 | 6.103 | 52,12 | ||||
| 2025-07-14 | 13F | Foster Group, Inc. | 759.281 | 4,02 | 57.736 | 14,81 | ||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 13.413 | 1,48 | 1.013 | 11,21 | ||||
| 2025-08-08 | 13F | Starr Indemnity & Liability Co | 606.060 | 46.085 | ||||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 273 | 105,26 | 0 | |||||
| 2025-08-14 | 13F | Alliancebernstein L.p. | 41.682 | 3.169 | ||||||
| 2025-08-12 | 13F | Running Point Capital Advisors, LLC | 137.301 | 2,00 | 10.440 | 12,60 | ||||
| 2025-05-12 | 13F | Ccm Investment Group, Llc | 1.435.325 | 1,39 | 99.655 | 9,19 | ||||
| 2025-07-15 | 13F | Cordant, Inc. | 44.252 | 63,41 | 3.365 | 80,38 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 3.943 | 0 | ||||||
| 2025-07-24 | 13F | CarsonAllaria Wealth Management, Ltd. | 140.679 | 3,22 | 10.697 | 13,93 | ||||
| 2025-07-10 | 13F | Wedmont Private Capital | 92.292 | 1,36 | 7.051 | 15,95 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 72.847 | 3,15 | 5.539 | 13,85 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 11.551 | 189,28 | 878 | 219,27 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 358 | 51,05 | 27 | 68,75 | ||||
| 2025-07-14 | 13F | Brady Martz Wealth Solutions, LLC | 105.969 | 45,67 | 8.058 | 60,79 | ||||
| 2025-07-17 | 13F | Kavar Capital Partners Group, Llc | 6.784 | 18,37 | 516 | 30,71 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 112.673 | 2,87 | 8.568 | 13,55 | ||||
| 2025-08-01 | 13F | Corrado Advisors, Llc | 6.359 | 2,23 | 484 | 12,85 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 1.486 | 68,48 | 113 | 83,61 | ||||
| 2025-07-22 | 13F | Relyea Zuckerberg Hanson LLC | 199.086 | 15,30 | 15.138 | 27,27 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 4.411 | 12,73 | 335 | 24,54 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-26 | NP | LPRFX - BlackRock Lifepath Dynamic 2050 Fund Investor A Shares | 266.609 | 20.273 | ||||||
| 2025-07-23 | 13F | Allegiance Financial Group Advisory Services LLC | 194.526 | 8,29 | 14.792 | 19,53 | ||||
| 2025-08-01 | 13F | First Command Advisory Services, Inc. | 1.180.131 | 15,68 | 89.737 | 27,69 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 5.068 | 88,61 | 385 | 108,11 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 63.758 | 49,86 | 4.848 | 65,46 | ||||
| 2025-08-11 | 13F | Arrow Financial Corp | 508.382 | 12,18 | 38.657 | 23,83 | ||||
| 2025-07-14 | 13F | E&G Advisors, LP | 11.888 | 13,78 | 904 | 25,59 | ||||
| 2025-08-05 | 13F | Crestwood Advisors Group LLC | 9.460 | 719 | ||||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 75.639 | 9,38 | 5.752 | 20,72 | ||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 29.381 | 808,78 | 2.234 | 906,31 | ||||
| 2025-07-11 | 13F | First PREMIER Bank | 1.425 | 48,28 | 0 | |||||
| 2025-08-12 | 13F | Nemes Rush Group LLC | 1.204 | 7,50 | 92 | 18,18 | ||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 3.862 | 294 | ||||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 46.104 | 57,74 | 3.506 | 74,12 | ||||
| 2025-07-07 | 13F | Life Line Wealth Management Llc | 4.420 | 1,75 | 336 | 12,37 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 63 | 5 | ||||||
| 2025-07-30 | 13F | Blume Capital Management, Inc. | 277 | 21 | ||||||
| 2025-08-11 | 13F | GW&K Investment Management, LLC | 50.998 | 119,74 | 4 | 200,00 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 14.933 | 30,10 | 1.136 | 43,67 | ||||
| 2025-07-28 | 13F | Cornerstone Wealth Group, LLC | 277.639 | 15,53 | 21.112 | 27,52 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 5.228 | 398 | ||||||
| 2025-05-02 | 13F | Napatree Capital Llc | 14.210 | 5,80 | 979 | 13,06 | ||||
| 2025-08-11 | 13F | Bank of Finland | 6.069.143 | 1,74 | 461.498 | 12,30 | ||||
| 2025-07-22 | 13F | Valpey Financial Services, LLC | 10.761 | 818 | ||||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 217 | 10.750,00 | 17 | |||||
| 2025-08-08 | 13F | Gts Securities Llc | 4.866 | 370 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 59.235 | 28,61 | 4.504 | 41,99 | ||||
| 2025-07-08 | 13F | Legacy Private Trust Co. | 125.349 | 16,12 | 9.532 | 28,17 | ||||
| 2025-07-23 | 13F | Litman Gregory Asset Management LLC | 1.187.722 | 3,21 | 90.314 | 13,92 | ||||
| 2025-08-14 | 13F | Vivaldi Capital Management, LLC | 31.557 | 2,24 | 2.400 | 12,84 | ||||
| 2025-08-11 | 13F | Alps Advisors Inc | 93.500 | 7.110 | ||||||
| 2025-07-25 | 13F | Endowment Wealth Management, Inc. | 23.585 | 24,10 | 1.793 | 36,97 | ||||
| 2025-07-17 | 13F | Heritage Investment Group, Inc. | 137.000 | 1,66 | 10.417 | 12,22 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 3.795 | 289 | ||||||
| 2025-07-15 | 13F | James J. Burns & Company, LLC | 7.560 | 11,83 | 575 | 23,44 | ||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 78.525 | 26,72 | 5.971 | 39,87 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 10.060 | 0,77 | 765 | 11,35 | ||||
| 2025-07-11 | 13F | Diversified Trust Co | 5.442 | 0,39 | 414 | 10,72 | ||||
| 2025-08-13 | 13F | Baltimore-Washington Financial Advisors, Inc. | 128.871 | 16,13 | 9.799 | 28,18 | ||||
| 2025-08-14 | 13F | Betterment LLC | 8.809 | 39,23 | 1 | |||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 4.556 | 5,68 | 346 | 13,07 | ||||
| 2025-07-31 | 13F | Opes Wealth Management LLC | 3.125 | 0,03 | 238 | 10,23 | ||||
| 2025-08-01 | 13F | Unconventional Investor, LLC | 36.160 | 2.750 | ||||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 10.251 | 779 | ||||||
| 2025-05-15 | 13F | National Wealth Management Group, LLC | 38.762 | 7,15 | 2.670 | 14,49 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 20.046 | 49,79 | 1.524 | 65,47 | ||||
| 2025-07-14 | 13F | ABLE Financial Group, LLC | 176.537 | 9,45 | 13.424 | 20,80 | ||||
| 2025-07-31 | 13F | Hoge Financial Services, Llc | 31.573 | 1,01 | 2.401 | 11,47 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 166.709 | 31.897,89 | 12.677 | 36.117,14 | ||||
| 2025-07-25 | 13F | G2 Capital Management, Llc / Oh | 14.362 | 59,72 | 1.092 | 76,41 | ||||
| 2025-07-17 | 13F | MBA Advisors LLC | 86.735 | 4,47 | 6.595 | 15,32 | ||||
| 2025-08-13 | 13F | Baker Avenue Asset Management, LP | 6.844 | 28,07 | 520 | 41,30 | ||||
| 2025-06-23 | NP | ITDD - iShares LifePath Target Date 2040 ETF | 72.464 | 13,05 | 5.190 | 20,25 | ||||
| 2025-08-11 | 13F | Bradley Foster & Sargent Inc/ct | 14.249 | 1.083 | ||||||
| 2025-08-07 | 13F | Flagship Wealth Advisors, Llc | 4.933 | 375 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 35.533 | 4,48 | 2.702 | 15,33 | ||||
| 2025-06-23 | NP | ITDF - iShares LifePath Target Date 2050 ETF | 81.309 | 7,18 | 5.823 | 14,02 | ||||
| 2025-08-14 | 13F | UBS Group AG | 1.516.141 | 10,88 | 115.287 | 22,39 | ||||
| 2025-07-07 | 13F | Avenue 1 Advisors, LLC | 370.984 | 5,88 | 28.210 | 16,87 | ||||
| 2025-07-18 | 13F | Cantor Fitzgerald Investment Adviser L.p. | 89.881 | 15,60 | 6.835 | 27,60 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 10.733.097 | 2,52 | 816.145 | 13,16 | ||||
| 2025-08-18 | 13F | Tactive Advisors, LLC | 9.996 | 760 | ||||||
| 2025-07-24 | NP | HASAX - Horizon Active Asset Allocation Fund Advisor Class | 2.105.075 | 99,15 | 158.344 | 117,70 | ||||
| 2025-07-29 | 13F | Arista Wealth Management, LLC | 20.574 | 24,45 | 1.564 | 37,43 | ||||
| 2025-08-14 | 13F | New England Asset Management Inc | 323.285 | 175,37 | 24.583 | 203,97 | ||||
| 2025-07-29 | 13F | Sigma Investment Counselors Inc | 23.926 | 9,50 | 1.819 | 20,86 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 7.136 | 15,54 | 552 | 25,80 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 461.628 | 31,53 | 34.501 | 42,70 | ||||
| 2025-08-26 | NP | BlackRock Funds III - BlackRock LifePath Dynamic 2060 Fund Investor A Shares | 114.235 | 8.686 | ||||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 13.879 | 32,94 | 1.055 | 46,73 | ||||
| 2025-06-25 | NP | CDAZX - Multi-Manager Directional Alternative Strategies Fund Institutional Class | 163.520 | 11.711 | ||||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 312.392 | 2,47 | 23.754 | 13,10 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 35.983 | 6,94 | 2.736 | 18,03 | ||||
| 2025-07-31 | 13F | Sage Mountain Advisors LLC | 5.876 | 90,41 | 447 | 110,38 | ||||
| 2025-07-07 | 13F | Capital Asset Advisory Services LLC | 1.268.305 | 0,90 | 96.264 | 10,54 | ||||
| 2025-07-15 | 13F | Patriot Investment Management Inc. | 90.122 | 1,25 | 6.853 | 11,76 | ||||
| 2025-08-06 | 13F | Adviser Investments LLC | 24.287 | 31,10 | 1.847 | 44,67 | ||||
| 2025-08-26 | NP | LPVAX - BlackRock LifePath Dynamic 2055 Fund Investor A Shares | 244.032 | 18.556 | ||||||
| 2025-06-27 | NP | IDUB - International Drawdown Managed Equity ETF | 2.433.310 | 11,06 | 174.274 | 18,13 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 179.470 | 4,19 | 13.647 | 15,00 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 559.409 | 43 | ||||||
| 2025-08-14 | 13F | Clarity Capital Advisors, LLC | 7.945 | 1,39 | 604 | 12,06 | ||||
| 2025-07-22 | 13F | Old National Bancorp /in/ | 115.077 | 8.750 | ||||||
| 2025-07-08 | 13F | Granite Bay Wealth Management, LLC | 40.614 | 8,10 | 3 | 50,00 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 1.966.793 | 55,37 | 149.555 | 71,50 | ||||
| 2025-08-12 | 13F | Journey Strategic Wealth Llc | 4.103 | 16,17 | 312 | 27,98 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 8.516 | 4,47 | 648 | 15,33 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 6.858.260 | 20,26 | 521.502 | 32,74 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 4.322.535 | 2,93 | 328.686 | 13,61 | ||||
| 2025-08-14 | 13F | Horizon Investments, LLC | 4.834.866 | 32,53 | 367.643 | 46,29 | ||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 5.228 | 4,56 | 360 | 11,80 | ||||
| 2025-07-23 | 13F | Heck Capital Advisors, LLC | 25.333 | 750,96 | 1.926 | 839,51 | ||||
| 2025-06-23 | NP | ITDH - iShares LifePath Target Date 2060 ETF | 34.560 | 12,36 | 2.475 | 19,57 | ||||
| 2025-07-11 | 13F | Kaufman Rossin Wealth, LLC | 80.329 | 10,55 | 6.108 | 22,04 | ||||
| 2025-07-15 | 13F | Retireful, LLC | 16.796 | 1.277 | ||||||
| 2025-08-14 | 13F | Spears Abacus Advisors LLC | 5.079 | 386 | ||||||
| 2025-07-29 | 13F | Private Trust Co Na | 2.195 | 34,83 | 167 | 48,21 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 592 | 45 | ||||||
| 2025-07-10 | 13F | Klaas Financial Asset Advisors, LLC | 702.685 | 1,48 | 53.432 | 12,01 | ||||
| 2025-06-23 | NP | AOR - iShares Core Growth Allocation ETF | 5.670.732 | 3,66 | 406.138 | 10,26 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 4.474 | 10,93 | 340 | 22,74 | ||||
| 2025-07-23 | 13F | Lakeshore Capital Group, Inc. | 2.849 | 217 | ||||||
| 2025-07-30 | 13F | Whittier Trust Co | 3.084 | 224,97 | 235 | 260,00 | ||||
| 2025-07-17 | 13F | K2 Financial Inc. | 16.291 | 11,79 | 1.223 | 22,81 | ||||
| 2025-08-25 | 13F/A | Neuberger Berman Group LLC | 7.219 | 549 | ||||||
| 2025-07-24 | 13F | rebel Financial LLC | 101.168 | 7.693 | ||||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 421.084 | 45,18 | 32.019 | 60,26 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 14.299 | 62,56 | 1.087 | 79,67 | ||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 15.700 | 13,76 | 1 | |||||
| 2025-06-23 | NP | ITDE - iShares LifePath Target Date 2045 ETF | 78.975 | 8,09 | 5.656 | 14,98 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 203.009 | 9,27 | 15.436 | 26,82 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 14.487 | 0,73 | 1.129 | 8,35 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 183.296 | 74,60 | 13.938 | 92,71 | ||||
| 2025-07-31 | 13F | Cosner Financial Group, LLC | 51.047 | 9,79 | 3.882 | 21,17 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 23.850 | 11,83 | 1.814 | 23,42 | ||||
| 2025-08-06 | 13F | Hallmark Capital Management Inc | 5.375 | 15.257,14 | 409 | 20.300,00 | ||||
| 2025-08-06 | 13F | Bonfire Financial | 10.325 | 0,16 | 785 | 10,56 | ||||
| 2025-08-05 | 13F | Prosperity Consulting Group, LLC | 12.424 | 58,41 | 945 | 74,81 | ||||
| 2025-07-25 | NP | ABWAX - AB All Market Total Return Portfolio Class A | 29.216 | 2.198 | ||||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 11.013 | 15,03 | 837 | 27,01 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 1.503.051 | 548,09 | 114.292 | 615,35 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 51.802 | 12,68 | 3.939 | 24,38 | ||||
| 2025-08-14 | 13F | RMB Capital Management, LLC | 3.400 | 259 | ||||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 37.932 | 162,36 | 2.884 | 189,56 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 49.303.434 | 3,28 | 3.749.033 | 14,00 | ||||
| 2025-06-23 | NP | ITDI - iShares LifePath Target Date 2065 ETF | 32.389 | 5,32 | 2.320 | 12,03 | ||||
| 2025-08-01 | 13F | Auto-Owners Insurance Co | 2.412.000 | 358,99 | 183.457 | 446,67 | ||||
| 2025-07-18 | 13F | Tanager Wealth Management LLP | 66.068 | 5.024 | ||||||
| 2025-06-23 | NP | AOK - iShares Core Conservative Allocation ETF | 781.387 | 3,99 | 55.963 | 10,61 | ||||
| 2025-07-17 | 13F | Dopkins Wealth Management, Llc | 24.272 | 93,45 | 1.846 | 113,54 | ||||
| 2025-08-27 | 13F | Tribridge Partners Financial LLC | 13.882 | 1 | ||||||
| 2025-07-21 | 13F | Keb Asset Management, Llc | 13.630 | 4,13 | 1.036 | 14,98 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 241 | 17 | ||||||
| 2025-07-31 | 13F | LJI Wealth Management, LLC | 23.413 | 1,56 | 1.780 | 12,09 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 166 | 115,58 | 13 | 140,00 | ||||
| 2025-08-01 | 13F | Clark Asset Management, LLC | 4.713 | 358 | ||||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 36.259 | 45,17 | 2.757 | 60,29 | ||||
| 2025-07-17 | 13F | Poinciana Advisors Group, Llc | 2.739 | 208 | ||||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 140 | 11 | ||||||
| 2025-06-23 | NP | ITDC - iShares LifePath Target Date 2035 ETF | 61.399 | 15,73 | 4.397 | 23,10 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 8.911 | 15,43 | 677 | 27,50 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 7.800 | 593 | ||||||
| 2025-08-08 | 13F | Atlanta Consulting Group Advisors, LLC | 4.546 | 25,72 | 346 | 38,55 | ||||
| 2025-07-07 | 13F | Peterson Wealth Advisors, LLC | 142.485 | 3,13 | 10.835 | 26,39 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 3.856.982 | 19,40 | 293.285 | 31,79 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 3.792 | 14,18 | 288 | 26,32 | ||||
| 2025-07-09 | 13F | David J Yvars Group | 83.460 | 6.346 | ||||||
| 2025-08-05 | 13F | Obermeyer Wood Investment Counsel, Lllp | 2.871 | 218 | ||||||
| 2025-08-14 | 13F | Capitolis Liquid Global Markets LLC | 72.500 | 5.513 | ||||||
| 2025-07-18 | 13F | Truist Financial Corp | 169.091 | 5,86 | 12.858 | 16,84 |
