DFAE - Dimensional ETF Trust - Dimensional Emerging Core Equity Market ETF Saham - Harga Saham, Kepemilikan Institusional, Pemegang Saham (ARCA)

Dimensional ETF Trust - Dimensional Emerging Core Equity Market ETF
US ˙ ARCA ˙ US25434V3024

Mga Batayang Estadistika
Pemilik Institusional 565 total, 565 long only, 0 short only, 0 long/short - change of 6.78% MRQ
Alokasi Portofolio Rata-rata 0.8738 % - change of -0.57% MRQ
Saham Institusional (Jangka Panjang) 178,462,149 (ex 13D/G) - change of 10.77MM shares 6.42% MRQ
Nilai Institusional (Jangka Panjang) $ 4,980,425 USD ($1000)
Kepemilikan Institusional dan Pemegang Saham

Dimensional ETF Trust - Dimensional Emerging Core Equity Market ETF (US:DFAE) memiliki 565 pemilik institusional dan pemegang saham yang telah mengajukan formulir 13D/G atau 13F kepada Komisi Bursa Efek (Securities Exchange Commission/SEC). Lembaga-lembaga ini memegang total 178,462,149 saham. Pemegang saham terbesar meliputi Retirement Systems of Alabama, Mather Group, Llc., Fmr Llc, UBS Group AG, Bank Of America Corp /de/, Mariner, LLC, Foster Group, Inc., Factory Mutual Insurance Co, Wealthspire Advisors, LLC, and Coldstream Capital Management Inc .

Struktur kepemilikan institusional Dimensional ETF Trust - Dimensional Emerging Core Equity Market ETF (ARCA:DFAE) menunjukkan posisi terkini di perusahaan oleh institusi dan dana, serta perubahan terbaru dalam ukuran posisi. Pemegang saham utama dapat mencakup investor individu, reksa dana, dana lindung nilai, atau institusi. Jadwal 13D menunjukkan bahwa investor memegang (atau pernah memegang) lebih dari 5% saham perusahaan dan bermaksud (atau pernah bermaksud) untuk secara aktif mengejar perubahan strategi bisnis. Jadwal 13G menunjukkan investasi pasif lebih dari 5%.

The share price as of September 5, 2025 is 30.33 / share. Previously, on September 9, 2024, the share price was 25.58 / share. This represents an increase of 18.57% over that period.

DFAE / Dimensional ETF Trust - Dimensional Emerging Core Equity Market ETF Institutional Ownership
Skor Sentimen Dana

Skor Sentimen Dana (sebelumnya dikenal sebagai Skor Akumulasi Kepemilikan) menemukan saham-saham yang paling banyak dibeli oleh dana. Ini adalah hasil dari model kuantitatif multi-faktor yang canggih yang mengidentifikasi perusahaan dengan tingkat akumulasi institusional tertinggi. Model penilaian menggunakan kombinasi dari total peningkatan pemilik yang diungkapkan, perubahan dalam alokasi portofolio pada pemilik tersebut, dan metrik lainnya. Angka berkisar dari 0 hingga 100, dengan angka yang lebih tinggi menunjukkan tingkat akumulasi yang lebih tinggi dibandingkan dengan perusahaan sejenisnya, dan 50 adalah rata-ratanya.

Frekuensi Pembaruan: Setiap Hari

Lihat Ownership Explorer, yang menyediakan daftar perusahaan dengan peringkat tertinggi.

Rasio Put/Call Institusional

Selain melaporkan isu ekuitas dan utang standar, institusi dengan aset di bawah manajemen lebih dari 100 juta dolar AS juga harus mengungkapkan kepemilikan opsi put dan call mereka. Karena opsi put umumnya menunjukkan sentimen negatif, dan opsi call menunjukkan sentimen positif, kita dapat mengetahui sentimen institusional secara keseluruhan dengan memplot rasio put terhadap call. Grafik di sebelah kanan memplot rasio put/call historis untuk instrumen ini.

Menggunakan Rasio Put/Call sebagai indikator sentimen investor mengatasi salah satu kekurangan utama dari penggunaan total kepemilikan institusional, yaitu sejumlah besar aset yang dikelola diinvestasikan secara pasif untuk melacak indeks. Dana yang dikelola secara pasif biasanya tidak membeli opsi, sehingga indikator rasio put/call lebih akurat dalam melacak sentimen dana yang dikelola secara aktif.

DFAE / Dimensional ETF Trust - Dimensional Emerging Core Equity Market ETF Historical Put/Call Ratio
Pengajuan 13D/G

Kami menyajikan pengajuan 13D/G secara terpisah dari pengajuan 13F karena perlakuan yang berbeda oleh SEC. Pengajuan 13D/G dapat diajukan oleh kelompok investor (dengan satu pemimpin), sedangkan pengajuan 13F tidak bisa. Hal ini mengakibatkan situasi di mana seorang investor dapat mengajukan 13D/G yang melaporkan satu nilai untuk total saham (mewakili semua saham yang dimiliki oleh kelompok investor), tetapi kemudian mengajukan 13F yang melaporkan nilai yang berbeda untuk total saham (mewakili kepemilikan mereka sendiri). Ini berarti bahwa kepemilikan saham dari pengajuan 13D/G dan pengajuan 13F seringkali tidak dapat dibandingkan secara langsung, sehingga kami menyajikannya secara terpisah.

Catatan: Mulai 16 Mei 2021, kami tidak lagi menampilkan pemilik yang belum mengajukan 13D/G dalam setahun terakhir. Sebelumnya, kami menampilkan riwayat lengkap pengajuan 13D/G. Secara umum, entitas yang diwajibkan untuk mengajukan pengajuan 13D/G harus mengajukan setidaknya setiap tahun sebelum mengirimkan pengajuan penutupan. Namun, terkadang dana keluar dari posisi tanpa mengirimkan pengajuan penutupan (misalnya, mereka menghentikan operasi), sehingga menampilkan riwayat lengkap terkadang menyebabkan kebingungan tentang kepemilikan saat ini. Untuk mencegah kebingungan, kami sekarang hanya menampilkan pemilik 'saat ini' - yaitu - pemilik yang telah mengajukan dalam setahun terakhir.

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Tanggal File Formulir Investor Sebelumnya
Saham
Terbaru
Saham
Δ Saham
(Persen)
Kepemilikan
(Persen)
Δ Pagmamay-ari
(Persen)
2025-05-12 13G/A FMR LLC 12,788,474 10,619,595 -16.96 5.30 -22.06
Pengajuan 13F dan NPORT

Detail pada pengajuan 13F tersedia gratis. Detail pada pengajuan NP memerlukan keanggotaan premium. Baris berwarna hijau menunjukkan posisi baru. Baris berwarna merah menunjukkan posisi yang sudah ditutup. Klik tautan ini ikon untuk melihat riwayat transaksi selengkapnya.

Tingkatkan untuk membuka data premium dan mengekspor ke Excel .

Tanggal File Sumber Investor Ketik Presyo ng Avg
(Silangan)
Saham Δ Saham
(%)
Dilaporkan
Nilai
($1000)
Nilai Δ
(%)
Alokasi Port
(%)
2025-08-05 13F Centennial Bank/AR/ 133 0.00 4 0.00
2025-07-14 13F Shearwater Capital LLC 34,191 -1.71 990 9.89
2025-07-23 13F Quarry Hill Advisors, Llc 16,183 0.00 469 11.96
2025-07-25 13F LRI Investments, LLC 624 18
2025-08-07 13F Evoke Wealth, Llc 1,764,427 10.37 51,080 23.42
2025-08-13 13F Jones Financial Companies Lllp 59 2
2025-07-28 13F RCS Financial Planning, LLC 35,821 -59.86 1,037 -55.11
2025-08-05 13F Landmark Wealth Management, Inc. 8,833 -72.21 256 -68.98
2025-07-09 13F HFG Wealth Management, LLC 54,057 8.90 1,400 11.12
2025-07-29 13F AssuredPartners Investment Advisors, LLC 9,471 0.79 274 12.76
2025-07-28 13F Mutual Advisors, LLC 55,527 5.72 1,653 21.99
2025-08-08 13F Financial Gravity Companies, Inc. 847 -2.42 25 9.09
2025-05-06 13F WMG Financial Advisors, LLC 0 -100.00 0
2025-07-29 13F Fundamentun, Llc 71,011 2,056
2025-08-14 13F Essential Planning, LLC. 256,073 1.86 7,413 13.91
2025-07-09 13F Shore Point Advisors, LLC 223,717 0.67 6,477 12.57
2025-07-31 13F Brighton Jones Llc 562,899 10.13 16,296 23.14
2025-08-15 13F Kestra Advisory Services, LLC 77,936 17.69 2,256 31.62
2025-08-07 13F Everhart Financial Group, Inc. 236,199 169.01 6,838 200.79
2025-08-01 13F Heritage Wealth Management, Inc./Texas 150,272 -2.19 4,343 9.20
2025-07-31 13F Catalyst Capital Advisors LLC 1,697,608 -13.57 49,146 -3.35
2025-07-25 13F Tranquility Partners, LLC 22,521 0.74 652 12.63
2025-07-22 13F DBK Financial Counsel, LLC 31,393 13.84 909 27.35
2025-08-14 13F Sentinel Wealth Management, Inc. 62,041 2
2025-07-17 13F Montis Financial, LLC 26,195 2.19 758 14.33
2025-08-14 13F Great Valley Advisor Group, Inc. 11,587 -3.79 335 7.72
2025-03-12 13F/A Private Capital Management Llc 414,322 11.96 10,719 17.16
2025-08-04 13F UNIVEST FINANCIAL Corp 7,567 219
2025-08-14 13F Mpwm Advisory Solutions, Llc 200 0.00 6 0.00
2025-07-15 13F Marquette Asset Management, LLC 679,475 1.79 19,671 13.82
2025-07-21 13F Sageworth Trust Co 166,786 0.00 4,828 11.81
2025-07-22 13F Awm Capital, Llc 444,832 23.72 12,878 38.34
2025-08-12 13F Cowa, Llc 0 -100.00 0
2025-07-17 13F Archford Capital Strategies, LLC 258,097 29.43 7,472 44.73
2025-07-23 13F Morton Capital Management LLC/CA 29,704 -8.64 860 2.14
2025-08-15 13F Binnacle Investments Inc 185,711 3.25 5,376 15.46
2025-08-04 13F Barnes Dennig Private Wealth Management LLC 149 0.00 4 33.33
2025-07-22 13F Valeo Financial Advisors, LLC 20,781 -14.89 602 -4.91
2025-07-29 13F Monument Group Wealth Advisors, LLC 235,229 2.46 6,810 14.57
2025-07-15 13F Bannerman Wealth Management Group, Llc 155,398 0.54 4,499 12.42
2025-08-14 13F Qube Research & Technologies Ltd 5,495 159
2025-07-10 13F Websterrogers Financial Advisors, Llc 11,749 0.00 340 11.84
2025-04-21 13F Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0 -100.00 0
2025-08-08 13F Sculati Wealth Management, LLC 96,981 2,808
2025-07-31 13F 180 Wealth Advisors, Llc 75,545 8.32 2,187 21.16
2025-08-13 13F Cerity Partners LLC 1,107,843 24.40 32,072 39.11
2025-07-17 13F Porter White Investment Advisors, Inc. 58,844 0.03 1,704 11.82
2025-08-06 13F DDFG, Inc 368,560 0.34 10,670 12.20
2025-07-25 13F Sequoia Financial Advisors, LLC 354,296 0.07 10,257 11.90
2025-07-09 13F Market Street Wealth Management Advisors Llc 817,775 0.43 23,675 12.30
2025-08-13 13F Cresset Asset Management, LLC 269,425 -0.96 7,800 10.73
2025-08-06 13F Modera Wealth Management, LLC 655,714 -0.81 18,983 10.92
2025-08-14 13F Jane Street Group, Llc 745,829 143.67 21,592 172.48
2025-07-14 13F Financial Harvest, LLC 10,944 317
2025-08-01 13F Zhang Financial LLC 68,293 15.19 1,977 28.88
2025-07-23 13F Canopy Partners, LLC 11,863 22.87 343 37.75
2025-08-13 13F Quadrature Capital Ltd 0 -100.00 0
2025-08-14 13F EP Wealth Advisors, Inc. 294,847 -18.03 8,536 -8.34
2025-08-12 13F Jpmorgan Chase & Co 676,466 49.84 19,584 67.55
2025-08-06 13F Legacy Investment Solutions, LLC 0 -100.00 0
2025-05-15 13F Novak & Powell Financial Services, Inc. 0 -100.00 0
2025-07-30 13F Rehmann Capital Advisory Group 20,684 -3.94 599 7.36
2025-04-17 13F Vista Wealth Management Group, LLC 74,190 -5.68 1,921 -3.76
2025-07-16 13F Builder Investment Group Inc /adv 151,097 5.25 4,374 17.71
2025-08-14 13F Clg Llc 19,350 0.00 560 12.00
2025-08-11 13F HighTower Advisors, LLC 2,079,940 7.79 60,214 20.53
2025-07-30 13F Cullen/frost Bankers, Inc. 1,455 0.00 42 13.51
2025-07-10 13F Oliver Lagore Vanvalin Investment Group 0 -100.00 0
2025-07-21 13F Monticello Wealth Management, Llc 61,173 -10.17 1,771 0.40
2025-07-24 13F Fischer Investment Strategies, Llc 131,790 55.73 3,815 74.20
2025-07-18 13F Truist Financial Corp 21,326 2.21 617 14.26
2025-08-07 13F CENTRAL TRUST Co 1,093 38.88 32 55.00
2025-04-11 13F Safeguard Financial, LLC 0 -100.00 0
2025-08-05 13F Elyxium Wealth, LLC 27,183 192.38 787 227.50
2025-08-12 13F Rather & Kittrell, Inc. 15,928 -6.28 461 4.77
2025-08-11 13F Morling Financial Advisors, LLC 727,083 0.13 21,049 11.97
2025-08-13 13F Baird Financial Group, Inc. 136,277 82.01 3,945 103.56
2025-07-22 13F SOL Capital Management CO 235,098 -1.29 7 0.00
2025-08-06 13F Entrewealth, Llc 153,118 35.76 4,433 51.78
2025-08-12 13F Burk Holdings LLC 79,790 -2.00 2,310 9.59
2025-07-29 13F Schubert & Co 8,414 0.01 244 11.98
2025-08-18 13F Geneos Wealth Management Inc. 5,315 -2.03 154 9.29
2025-07-03 13F Collective Family Office Llc 446,775 -11.36 12,934 -0.88
2025-08-08 13F RAM Investment Partners, LLC 1,114,524 3.23 32,265 15.43
2025-08-01 13F Penobscot Wealth Management 116,272 80.44 3,366 101.80
2025-08-08 13F Security Financial Services, INC. 506,033 80.46 14,650 101.78
2025-07-14 13F Park Avenue Securities Llc 772,818 10.24 22 22.22
2025-08-08 13F Pinney & Scofield, Inc. 8,166 24.35 236 38.82
2025-08-01 13F Red Lighthouse Investment Management, Llc 5,176 -7.26 150 8.76
2025-07-14 13F UMA Financial Services, Inc. 452,375 -1.02 13,096 10.68
2025-07-15 13F Kraft Asset Management, Llc 16,109 41.69 466 58.50
2025-08-15 13F Morgan Stanley 25,639 -8.76 742 2.06
2025-07-08 13F Apella Capital, LLC 114,703 10.20 3,308 30.24
2025-07-30 13F Drive Wealth Management, Llc 7,873 -31.86 228 -24.08
2025-08-13 13F Northwestern Mutual Wealth Management Co 1,871,896 25.08 54,191 39.86
2025-08-11 13F Aptus Capital Advisors, LLC 257,995 -1.40 7,469 10.25
2025-07-15 13F Mather Group, Llc. 12,129,964 13.91 351,162 27.37
2025-08-06 13F Golden State Wealth Management, LLC 12 0.00 0
2025-08-14 13F Raymond James Financial Inc 448,410 -15.34 12,981 -5.33
2025-07-30 13F Clune & Associates, Ltd. 93,855 11.01 2,717 24.18
2025-08-05 13F Cherry Tree Wealth Management, LLC 17,092 -1.05 495 10.51
2025-07-21 13F Creative Capital Management Investments LLC 564,701 0.84 16,348 12.76
2025-07-23 13F L.K. Benson & Company, P.C. 11,476 0.76 332 12.93
2025-07-03 13F Lam Group, Inc. 35,405 0.00 1,025 11.79
2025-05-14 13F Huntington National Bank 12 -15.38
2025-07-23 13F Matisse Capital 10,438 0.00 302 11.85
2025-04-23 13F Creative Financial Designs Inc /adv 0 -100.00 0
2025-07-29 13F Chicago Partners Investment Group LLC 37,489 3.52 1,124 16.86
2025-07-29 13F Millburn Ridgefield Corp 1,697,608 -13.57 49,146 -3.35
2025-07-15 13F Optima Capital Llc 21,504 13.93 623 27.46
2025-08-14 13F Seven Mile Advisory 170,053 8.28 4,923 21.08
2025-08-14 13F Comerica Bank 26,201 3.52 759 15.73
2025-07-24 13F Jfs Wealth Advisors, Llc 670,251 -0.82 19,404 10.90
2025-07-28 13F Pettinga Financial Advisors, LLC 144,115 0.56 4,172 12.45
2025-08-06 13F AE Wealth Management LLC 316,464 11.64 9,162 24.84
2025-08-14 13F Financial Engines Advisors L.L.C. 93,258 80.46 2,700 101.79
2025-07-16 13F Exeter Financial, LLC 28,795 14.44 834 27.96
2025-07-08 13F Parallel Advisors, LLC 30,090 84.64 871 106.89
2025-07-08 13F Peirce Capital Management, LLC 10,185 295
2025-08-11 13F Mosaic Family Wealth Partners, Llc 7,318 212
2025-07-21 13F Patriot Financial Group Insurance Agency, LLC 25,347 5.11 734 17.47
2025-07-16 13F Eastover Investment Advisors LLC 19,470 0.00 564 11.71
2025-07-18 13F Heritage Financial Services, LLC 82,941 0.67 2,401 12.62
2025-08-13 13F GeoWealth Management, LLC 85,772 -6.49 2,483 4.59
2025-07-15 13F Total Wealth Planning, Llc 67,864 -1.99 1,965 9.60
2025-08-14 13F Aqr Capital Management Llc 64,364 -18.01 1,863 -8.32
2025-08-14 13F Diversify Wealth Management, Llc 289,367 -10.06 8,695 4.19
2025-08-14 13F Horizon Investments, LLC 698,320 3.29 20,216 15.51
2025-07-17 13F Avondale Wealth Management 362,622 -17.01 10,498 -7.20
2025-08-04 13F McMill Wealth Management 217,880 0.55 6,296 12.21
2025-07-22 13F Berger Financial Group, Inc 686,092 2.85 19,862 15.01
2025-08-27 13F/A Brinker Capital Investments, LLC 34,405 62.46 996 81.75
2025-07-11 13F First PREMIER Bank 20,193 136.73 1
2025-08-12 13F Pathstone Holdings, LLC 74,096 23.12 2,145 37.94
2025-08-21 13F Aveo Capital Partners, LLC 0 -100.00 0
2025-08-13 13F Northern Trust Corp 23,486 680
2025-08-12 13F Forum Private Client Group LLC 274,713 9.01 7,953 21.89
2025-05-15 13F CAPROCK Group, Inc. 8,861 0.00 229 2.23
2025-08-13 13F Lido Advisors, LLC 0 -100.00 0
2025-07-31 13F BIP Wealth, LLC 27,650 138.75 800 167.56
2025-08-07 13F Sollinda Capital Management LLC 59,331 0.78 1,718 12.66
2025-08-14 13F C M Bidwell & Associates Ltd 9,222 0.00 267 11.76
2025-08-11 13F Foundation Wealth Management, LLC\PA 8,870 3.91 257 16.36
2025-04-23 13F Mascagni Wealth Management, Inc. 0 -100.00 0
2025-07-30 13F Exencial Wealth Advisors, Llc 327,854 0.16 9,491 12.00
2025-08-14 13F Keebeck Wealth Management, LLC 64,212 0.00 1,859 11.79
2025-07-16 13F Signaturefd, Llc 1,183 4,829.17 34
2025-07-09 13F Pallas Capital Advisors LLC 578,272 8.49 16,741 21.31
2025-04-16 13F Marshall Financial Group LLC 0 -100.00 0
2025-07-22 13F Grimes & Company, Inc. 429,356 13.39 12,430 26.79
2025-08-14 13F Ubs Asset Management Americas Inc 0 -100.00 0
2025-07-16 13F Strategic Investment Solutions, Inc. /IL 4,866 -63.22 141 -59.06
2025-07-01 13F Harbor Investment Advisory, Llc 1,080 0.00 31 14.81
2025-08-14 13F Royal Bank Of Canada 1,793,035 21.70 51,909 36.08
2025-08-14 13F Mml Investors Services, Llc 419,172 -5.40 12 9.09
2025-07-17 13F Eclectic Associates Inc /adv 194,522 69.88 5,631 89.98
2025-07-29 13F Werba Rubin Papier Wealth Management 45,188 1.61 1,308 13.64
2025-08-14 13F Bank Of America Corp /de/ 5,074,985 7.31 146,921 19.99
2025-07-28 13F Eq Wealth Advisors, Llc 2,001 0.00 58 11.76
2025-07-15 13F North Star Investment Management Corp. 3,528 0.00 102 12.09
2025-08-01 13F SwitchPoint Financial Planning, LLC 54,835 283.73 1,587 330.08
2025-07-24 13F Financial Connections Group, Inc. 350 -36.94 0
2025-07-16 13F Falcon Wealth Planning 1,684,331 -0.73 48,761 11.00
2025-07-17 13F Sterling Wealth Advisors Inc 213,560 -0.75 6,195 11.22
2025-04-29 13F Hm Payson & Co 7,571 0.00 196 2.08
2025-08-11 13F M Wealth Management, LLC 56,262 -3.55 1,629 7.81
2025-08-12 13F TCP Asset Management, LLC 408,224 2.00 11,818 14.06
2025-04-30 13F Sofos Investments, Inc. 847 -36.79 22 -38.24
2025-09-04 13F/A Advisor Group Holdings, Inc. 216,207 -15.57 6,259 -5.62
2025-07-23 13F First Financial Group Corp 74,997 0.15 2,171 12.20
2025-07-31 13F Oak Harbor Wealth Partners, Llc 76,157 3.07 2,205 15.27
2025-07-15 13F Vestment Financial LLC 46,350 -12.72 1,349 -2.53
2025-07-15 13F Oak Wealth Advisors LLC 69,341 48.85 2,007 66.42
2025-08-11 13F WPWealth LLP 840,480 -2.52 24,332 9.00
2025-07-15 13F Cordant, Inc. 60,016 140.17 1,737 168.89
2025-07-25 13F G2 Capital Management, Llc / Oh 13,377 7.82 387 20.56
2025-07-15 13F tru Independence LLC 25,116 -18.24 727 -8.55
2025-07-23 13F Wealth Management Nebraska 601,614 4.76 17,345 16.65
2025-07-18 13F Naples Global Advisors, Llc 23,485 0.00 680 11.68
2025-07-10 13F Wealth Enhancement Advisory Services, Llc 1,241,762 2.41 36,359 15.82
2025-08-12 13F Gladstone Institutional Advisory LLC 8,195 237
2025-07-28 13F Strategent Financial, LLC 8,486 246
2025-07-08 13F/A Salem Investment Counselors Inc 62 0.00 2 0.00
2025-07-09 13F Presidio Capital Management, LLC 10,524 -6.54 305 4.47
2025-07-07 13F Enterprise Bank & Trust Co 318,236 4.89 9,213 17.28
2025-08-14 13F Mairs & Power Inc 9,850 -21.37 285 -12.04
2025-07-25 13F Cwm, Llc 1,123,325 -2.64 33 10.34
2025-07-23 13F HMV Wealth Advisors, LLC 15,965 462
2025-07-18 13F Lynx Investment Advisory 29,940 26.89 867 41.97
2025-07-25 13F Index Fund Advisors, Inc. 526,905 8.66 15,254 21.50
2025-07-18 13F PBMares Wealth Management LLC 370,668 -3.12 10,731 8.33
2025-04-17 13F Inscription Capital, LLC 0 -100.00 0 -100.00
2025-08-08 13F Tortoise Investment Management, LLC 321,410 11.55 9,305 24.74
2025-07-03 13F CPA Asset Management LLC 650,034 0.05 18,818 11.88
2025-07-15 13F Garrett Investment Advisors LLC 79,174 0.25 2,292 12.13
2025-07-11 13F AA Financial Advisors, LLC 335,772 7.61 9,721 20.33
2025-08-13 13F Lauer Wealth, LLC 68,794 -0.95 2,042 13.33
2025-07-28 13F Wealthspan Partners, Llc 7,145 207
2025-08-06 13F Savant Capital, LLC 79,005 29.62 2,287 44.93
2025-08-08 13F Sittner & Nelson, Llc 4,640 53.34 134 71.79
2025-07-23 13F Heck Capital Advisors, LLC 0 -100.00 0
2025-08-14 13F Beaird Harris Wealth Management, LLC 284,846 -0.53 8,246 11.24
2025-07-21 13F DHJJ Financial Advisors, Ltd. 31 0.00 1
2025-08-14 13F Evergreen Capital Management Llc 398,186 15.49 11,527 29.14
2025-08-14 13F Seneschal Advisors, LLC 7,902 229
2025-08-15 13F Equitable Holdings, Inc. 111,944 33.55 3,241 49.31
2025-05-14 13F JustInvest LLC 0 -100.00 0
2025-08-01 13F Financial Counselors Inc 0 -100.00 0
2025-04-25 13F Smallwood Wealth Investment Management, LLC 4,026 104
2025-08-04 13F Partners in Financial Planning 14,549 421
2025-07-29 13F Grunden Financial Advisory, Inc. 43,218 1,251
2025-08-06 13F Cannon Financial Strategists, Inc. 67,440 5.11 1,952 17.52
2025-07-14 13F Abound Wealth Management 0 0
2025-04-15 13F Corrigan Financial, Inc. 18,765 85.00 486 88.72
2025-07-22 13F Team Financial Group, LLC 276 8
2025-07-15 13F SJS Investment Consulting Inc. 16,010 0.00 463 11.84
2025-08-01 13F JDH Wealth Management, LLC 51,097 1,479
2025-08-12 13F Passive Capital Management, LLC. 8,685 -1.56 252 10.53
2025-04-14 13F Investment Advisory Group, LLC 0 -100.00 0 -100.00
2025-07-09 13F GEM Asset Management, LLC 187,127 1.59 5,397 12.51
2025-07-17 13F MBA Advisors LLC 143,878 12.07 4,165 25.34
2025-08-13 13F Parkworth Wealth Management, Inc. 6,581 -24.80 191 -15.93
2025-07-17 13F Janney Montgomery Scott LLC 8,518 0
2025-08-11 13F Walter & Keenan Financial Consulting Co /mi/ /adv 12,892 0.77 373 12.69
2025-08-14 13F Old Mission Capital Llc 164,468 4,761
2025-08-13 13F American Investment Services, Inc. 41,177 -25.86 1,192 -17.05
2025-08-13 13F EverSource Wealth Advisors, LLC 135,374 1.78 3,919 13.83
2025-08-04 13F Hantz Financial Services, Inc. 218 0
2025-07-18 13F TruNorth Capital Management, LLC 368 0.00 11 11.11
2025-08-04 13F Pinnacle Associates Ltd 216,573 3.46 6,270 15.69
2025-07-17 13F HB Wealth Management, LLC 50,757 17.20 1,469 31.04
2025-04-14 13F Greenspring Advisors, LLC 8,662 0.00 224 2.28
2025-07-22 13F Bay Harbor Wealth Management, LLC 116,713 6.00 3,379 18.53
2025-07-30 13F Crewe Advisors LLC 566 16
2025-07-15 13F RVW Wealth, LLC 901,424 -1.07 26,096 10.63
2025-08-04 13F Syverson Strege & Co 65,034 0.47 1,883 12.36
2025-08-13 13F Plan Group Financial, LLC 271,933 -29.77 7,872 -21.48
2025-07-28 13F Delap Wealth Advisory, Llc 14,181 411
2025-05-05 13F Eagle Bay Advisors LLC 0 -100.00 0
2025-07-30 13F Eqis Capital Management, Inc. 624,910 -8.38 18,091 2.45
2025-08-08 13F Pnc Financial Services Group, Inc. 5,913 0.00 171 11.76
2025-08-12 13F Waddell & Associates, Llc 53,533 1.32 1,550 13.31
2025-07-22 13F USAdvisors Wealth Management, LLC 16,043 0.02 0
2025-07-17 13F Elser Financial Planning, Inc 176,830 5,181
2025-08-11 13F Strategic Wealth Partners, Ltd. 413 12
2025-08-14 13F Investmark Advisory Group LLC 61,638 -8.04 1,784 2.82
2025-07-29 13F First Bancorp, Inc /ME/ 454,237 40.83 13,150 57.49
2025-07-16 13F Plancorp, LLC 125,397 0.00 3,630 11.83
2025-08-01 13F First Command Advisory Services, Inc. 12,418 -25.37 360 -16.51
2025-07-16 13F Vestia Personal Wealth Advisors 9,609 0.59 278 12.55
2025-08-12 13F Global Retirement Partners, LLC 1,281 0.47 37 15.63
2025-08-13 13F Vermillion & White Wealth Management Group, LLC 139,629 -5.46 4,042 5.73
2025-07-21 13F Triad Wealth Partners, LLC 7,185 208
2025-07-31 13F Cambridge Investment Research Advisors, Inc. 39,072 7.43 1
2025-08-11 13F One Capital Management, LLC 20,816 -11.12 603 -0.66
2025-07-18 13F Fmb Wealth Management 153,806 8.85 4,453 21.71
2025-07-24 13F FinDec Wealth Services, Inc. 91,049 -19.01 2,636 -9.45
2025-07-23 13F Bellevue Asset Management, Llc 753 22
2025-08-08 13F Good Life Advisors, LLC 7,462 216
2025-08-14 13F Pinnacle Family Advisors, LLC 12,182 1.31 353 13.18
2025-07-14 13F AdvisorNet Financial, Inc 64,494 -0.94 1,867 10.80
2025-07-16 13F Perigon Wealth Management, LLC 754,682 1.93 21,848 13.98
2025-07-24 13F IFP Advisors, Inc 31,802 -73.23 921 -70.08
2025-07-15 13F/A Kure Advisory, LLC 247,753 10.36 7,172 23.40
2025-07-18 13F Newman Dignan & Sheerar, Inc. 346,996 3.39 10,046 15.61
2025-07-31 13F Glass Jacobson Investment Advisors llc 92,236 -21.26 2,670 -10.13
2025-07-28 13F RFG Advisory, LLC 84,607 -9.33 2,449 1.41
2025-07-17 13F DiNuzzo Private Wealth, Inc. 463,274 0.36 13,412 12.22
2025-08-13 13F Okabena Investment Services Inc 33,571 -1.34 972 10.34
2025-07-25 13F NorthRock Partners, LLC 48 1
2025-08-12 13F SRS Capital Advisors, Inc. 93,684 -1.36 2,712 10.33
2025-07-18 13F Meritas Wealth Management, LLC 53,843 0.00 1,559 11.84
2025-08-01 13F Advisory Alpha, LLC 215,910 4.09 6,251 16.39
2025-08-08 13F Altiora Financial Group, LLC 16,300 0.17 472 11.88
2025-08-14 13F Betterment LLC 349,225 -4.95 10 11.11
2025-08-06 13F SOUTH STATE Corp 295,326 -32.77 8,550 -24.82
2025-08-14 13F Note Advisors, LLC 146,271 27.57 4,235 42.65
2025-08-05 13F Integrity Wealth Solutions LLC 175,065 0.19 5,068 12.05
2025-08-06 13F Cloud Capital Management, LLC 12,901 19.89 0
2025-07-09 13F Breakwater Capital Group 91,717 -0.51 2,655 11.27
2025-07-24 13F rebel Financial LLC 29,762 862
2025-07-11 13F Compass Ion Advisors, LLC 20,288 29.69 587 44.94
2025-08-08 13F Glassman Wealth Services 1,690 26.12 49 41.18
2025-08-12 13F Howe & Rusling Inc 654 17.20 19 28.57
2025-07-29 13F Flagstone Financial Management 31,663 0.00 917 11.84
2025-08-05 13F American Capital Advisory, LLC 93,111 1.48 2,696 13.47
2025-08-06 13F Financial Alternatives, Inc 238,923 3.81 6,917 16.08
2025-07-24 13F Edge Financial Advisors LLC 86,976 18.68 2,519 32.79
2025-08-12 13F Wealth Dimensions Group, Ltd. 483,005 3.13 13,983 15.32
2025-07-29 13F Wingate Wealth Advisors, Inc. 104,040 26.81 3,012 41.76
2025-08-06 13F Longview Financial Advisors LLC 16,459 -15.82 476 -5.93
2025-07-10 13F Stewardship Advisors, LLC 10,848 2.02 314 14.18
2025-08-11 13F Oder Investment Management, LLC 52,418 0.78 1,518 12.70
2025-08-12 13F Hill Investment Group Partners, LLC 12,170 6.67 352 19.32
2025-07-28 13F IFG Advisors, LLC 14,483 -0.05 419 11.73
2025-07-22 13F Confluence Wealth Services, Inc. 403,358 6.76 11,677 20.88
2025-07-23 13F Sax Wealth Advisors, Llc 181,232 14.66 5,247 28.20
2025-08-12 13F Proequities, Inc. 0 0
2025-08-14 13F Main Street Financial Solutions, LLC 8,473 5.36 245 17.79
2025-07-29 13F Disciplined Investments, LLC 265,962 11.31 7,700 24.46
2025-07-31 13F CVA Family Office, LLC 53,026 -0.89 1,535 10.83
2025-08-14 13F Eaton-Cambridge Inc. 22,163 -0.02 642 11.87
2025-07-11 13F Pioneer Wealth Management Group 569,117 3.11 16,476 15.29
2025-08-14 13F Stadion Money Management, LLC 285,591 -7.99 8,268 2.87
2025-07-15 13F Level Financial Advisors, Inc. 97,391 -10.55 2,819 0.04
2025-07-16 13F Gradient Capital Advisors, LLC 71,743 -1.67 2,077 9.90
2025-04-21 13F Envestnet Portfolio Solutions, Inc. 0 -100.00 0
2025-08-08 13F Austin Wealth Management, LLC 681,032 60.70 19,907 81.43
2025-08-11 13F Wealthspire Advisors, LLC 2,610,903 0.51 75,586 12.39
2025-08-07 13F Timonier Family Office, LTD. 79,185 -2.35 2,292 9.19
2025-07-21 13F Keb Asset Management, Llc 188,322 4.09 5,452 16.37
2025-07-23 13F SpringVest Wealth Management LLC 19,760 -3.39 572 8.13
2025-07-31 13F AlTi Global, Inc. 322,097 193.35 9,327 228.30
2025-07-18 13F Ledgewood Wealth Advisors, LLC 153,083 -3.42 4,432 7.99
2025-07-23 13F Elevate Wealth Advisory, Inc 10,135 -18.15 293 -8.44
2025-07-24 13F VanderPol Investments L.L.C. 12,667 -17.08 367 -7.34
2025-08-12 13F Tableaux Llc 0 -100.00 0
2025-08-13 13F Seven Springs Wealth Group, LLC 49,441 -0.38 1,431 11.45
2025-08-08 13F L & S Advisors Inc 36,230 6.84 1,049 19.50
2025-04-08 13F Catalyst Private Wealth, Llc 0 -100.00 0 -100.00
2025-07-11 13F Andrews, Lucia Wealth Management Llc 143,967 -1.05 4,168 12.90
2025-08-29 13F Total Investment Management Inc 290 8
2025-08-05 13F GPS Wealth Strategies Group, LLC 293 0.00 8 14.29
2025-08-14 13F 10Elms LLP 0 -100.00 0
2025-04-28 13F Great Point Wealth Advisors, LLC 1,085,740 0.77 28,110 2.83
2025-07-31 13F City State Bank 80,847 5.80 2,341 18.30
2025-08-13 13F Kayne Anderson Rudnick Investment Management Llc 363 0.00 10 11.11
2025-08-11 13F VSM Wealth Advisory, LLC 7,488 -8.63 217 1.89
2025-08-19 13F Advisory Services Network, LLC 11,928 44.23 349 62.62
2025-07-25 13F Apollon Wealth Management, LLC 17,789 11.15 515 24.15
2025-08-12 13F Lodestone Wealth Management LLC 82,994 0.24 2,403 12.09
2025-07-17 13F Nelson, Van Denburg & Campbell Wealth Management Group, LLC 51,113 104.80 1,480 128.95
2025-07-24 13F True Link Financial Advisors, LLC 1,714,470 3.93 49,634 16.21
2025-07-11 13F Farther Finance Advisors, LLC 65,061 -1.33 1,884 9.67
2025-07-29 13F Two West Capital Advisors LLC 162,605 -0.03 4,841 20.04
2025-07-11 13F Pinnacle Bancorp, Inc. 495 0.00 14 16.67
2025-07-22 13F Gemmer Asset Management LLC 43,885 0.57 1,270 12.49
2025-07-23 13F Pillar Financial Advisors, LLC 9,310 0.00 270 11.62
2025-08-15 13F CI Private Wealth, LLC 1,709,564 -13.00 49,492 -2.71
2025-07-17 13F Northwest Wealth Management, Llc 115,276 2.00 3,337 14.05
2025-07-22 13F Firethorn Wealth Partners, Llc 32,559 12.39 943 25.60
2025-07-25 13F Total Clarity Wealth Management, Inc. 0 -100.00 0
2025-08-05 13F Bridgewater Advisors Inc. 374,162 4.53 11,075 19.28
2025-07-14 13F Maryland Capital Advisors Inc. 9,693 -9.50 281 1.08
2025-08-12 13F Jacobi Capital Management LLC 137,371 23.38 3,977 37.96
2025-08-14 13F Colony Group, LLC 1,659,408 8.83 48,040 21.69
2025-08-04 13F Bristlecone Advisors, LLC 15,950 -0.12 462 11.62
2025-07-30 13F Towneley Capital Management, Inc / DE 285,802 -0.44 8,274 11.32
2025-05-02 13F Capital A Wealth Management, LLC 13 0
2025-07-08 13F Baker Ellis Asset Management LLC 0 -100.00 0
2025-08-01 13F Envestnet Asset Management Inc 2,332,326 1.58 67,521 13.59
2025-08-12 13F Vawter Financial, Ltd. 13,941 -95.86 404 -95.38
2025-07-14 13F Chico Wealth RIA 397,760 -0.94 11,515 10.77
2025-08-01 13F Redwood Park Advisors LLC 551 -2.30 16 7.14
2025-07-18 13F Magnolia Private Wealth, LLC 16,724 2.10 484 14.15
2025-08-08 13F Avantax Advisory Services, Inc. 1,506,344 115.88 43,609 141.41
2025-07-30 13F D.a. Davidson & Co. 15,493 20.43 449 34.53
2025-07-10 13F Voisard Asset Management Group, Inc. 495,410 -1.05 14,342 10.65
2025-07-15 13F Maseco Llp 1,132,988 32,789
2025-07-14 13F Golden State Equity Partners 15,927 0.01 461 11.89
2025-06-03 13F Invst, LLC 19,770 25.36 512 27.75
2025-07-17 13F Mustard Seed Financial, LLC 77,079 11.09 2,231 24.22
2025-08-04 13F Spire Wealth Management 8,439 -3.97 244 7.49
2025-08-04 13F Assetmark, Inc 962 151.17 28 200.00
2025-08-04 13F ArborFi Advisors, LLC 78,339 4.53 2,268 16.86
2025-07-29 13F Foster & Motley Inc 29,943 -8.54 1
2025-07-24 13F Us Bancorp \de\ 155 -97.37 4 -97.37
2025-08-12 13F MAI Capital Management 260,968 -0.87 7,555 10.86
2025-08-14 13F Mercer Global Advisors Inc /adv 1,305,684 0.41 37,800 12.28
2025-08-12 13F LPL Financial LLC 1,051,180 28.20 30,432 43.35
2025-08-01 13F Rossby Financial, LCC 916 0.00 27 13.04
2025-08-05 13F Aviance Capital Partners, LLC 70,025 12.48 2,027 25.82
2025-08-01 13F Motco 3,544 104
2025-07-18 13F Arcadia Wealth Management, LLC 47,787 3.69 1,383 15.93
2025-07-29 13F Financial Symmetry Inc 83,794 -4.19 2,426 7.11
2025-07-16 13F Midwest Heritage Bank, FSB 217,753 0.93 6,304 12.86
2025-08-04 13F Saxony Capital Management, LLC 87,525 28.12 2,534 43.27
2025-08-14 13F Helium Advisors LLC 19,961 44.24 578 61.17
2025-07-17 13F Claris Advisors, Llc / Mo / 231,124 127.48 6,691 154.41
2025-07-31 13F Orion Capital Management LLC 4,140 -49.89 120 -44.13
2025-08-12 13F Bedel Financial Consulting, Inc. 583,847 -0.26 16,902 7.66
2025-08-07 13F Midwest Trust Co 21,303 617
2025-07-28 13F Harbour Investments, Inc. 0 -100.00 0
2025-08-07 13F Samalin Investment Counsel, LLC 12,648 3.91 366 16.19
2025-08-08 13F Larson Financial Group LLC 165,556 -18.04 4,793 -8.36
2025-08-13 13F Ark & Tlk Investments, Llc 36,981 3.91 1,071 16.18
2025-07-22 13F Yoder Wealth Management, Inc. 65,518 -1.71 1,897 9.91
2025-07-29 13F Spectrum Investment Advisors, Inc. 289,467 6.89 8,380 19.53
2025-08-14 13F Kovitz Investment Group Partners, LLC 430,492 4.92 12,462 17.31
2025-07-29 13F Stratos Wealth Partners, LTD. 12,294 6.40 356 18.73
2025-07-03 13F Trinity Financial Advisors LLC 156,818 -21.72 4,540 -11.31
2025-08-14 13F/A Perritt Capital Management Inc 289,365 -0.13 8,377 11.68
2025-08-13 13F IAG Wealth Partners, LLC 162,232 3.20 4,697 15.41
2025-08-06 13F Founders Financial Securities Llc 699,313 3.39 20,245 15.80
2025-07-29 13F Aire Advisors, Llc 23,793 52.06 689 69.88
2025-08-04 13F Savvy Advisors, Inc. 21,007 33.10 608 49.02
2025-08-01 13F PCA Investment Advisory Services Inc. 236,097 7.00 6,835 19.66
2025-08-05 13F Bank Of Montreal /can/ 636,449 -0.85 18,425 10.87
2025-04-29 13F Mills Wealth Advisors LLC 0 -100.00 0
2025-08-07 13F Aegis Wealth Management LLC 140,248 0.00 3,631 0.00
2025-08-11 13F Wescott Financial Advisory Group, LLC 463,229 1.66 13,410 13.67
2025-08-14 13F Wells Fargo & Company/mn 9,608 52.44 278 70.55
2025-08-06 13F Commonwealth Equity Services, Llc 606,068 0.73 18 13.33
2025-08-07 13F Resources Investment Advisors, LLC. 926,209 8.42 26,814 21.23
2025-07-23 13F Woodside Wealth Management LLC 6,019 1.24 174 13.73
2025-08-12 13F AlphaCore Capital LLC 30,522 22.36 884 36.90
2025-08-14 13F Hurley Capital, LLC 4,159 14.70 120 29.03
2025-07-16 13F TCI Wealth Advisors, Inc. 1,509,084 10.43 43,688 23.48
2025-07-23 13F Colony Family Offices, LLC 712,989 32.15 20,641 47.77
2025-08-13 13F Beacon Pointe Advisors, LLC 79,664 2.01 2,306 14.10
2025-08-14 13F Mariner, LLC 3,777,597 0.35 109,361 12.21
2025-07-30 13F Blume Capital Management, Inc. 8,354 0.00 242 11.57
2025-07-29 13F Graver Capital Management, LLC 227,154 7.45 6,576 20.15
2025-07-10 13F Wedmont Private Capital 11,075 0.00 321 17.15
2025-08-12 13F CIBC Private Wealth Group, LLC 0 -100.00 0
2025-08-13 13F Summit Wealth Group Llc / Co 60,262 1,745
2025-05-12 13F Cahill Wealth Management, LLC 62,651 6.45 1,622 8.64
2025-07-22 13F Wealthcare Capital Management Llc 0 -100.00 0
2025-07-28 13F Heritage Wealth Management, Inc. /CA/ 76,067 2.83 2,202 14.99
2025-08-07 13F Prudent Man Investment Management, Inc. 125,008 -0.23 3,171 -0.22
2025-07-24 13F CarsonAllaria Wealth Management, Ltd. 26,399 -1.02 764 10.72
2025-08-11 13F Root Financial Partners, LLC 1,971,067 -5.18 57,062 6.03
2025-07-24 13F Eastern Bank 222 0.00 6 20.00
2025-08-13 13F Transce3nd, LLC 136 0.00 4 0.00
2025-07-25 13F PrairieView Partners, LLC 71,750 24.82 2 100.00
2025-08-13 13F Integrity Investment Advisors, LLC 9,747 -7.65 282 3.30
2025-08-11 13F Dorsey & Whitney Trust CO LLC 13,150 8.69 381 21.41
2025-07-11 13F Prosperity Planning, Inc. 14,420 -1.49 417 10.32
2025-07-17 13F Oceanside Advisors LLC 222,257 1.94 6,434 14.00
2025-07-25 13F Concord Wealth Partners 8,276 291.30 240 342.59
2025-08-06 13F Spurstone Advisory Services, LLC 96 0.00 3 0.00
2025-07-15 13F Fort Henry Capital, LLC 178,036 1.64 5,154 13.65
2025-07-29 13F Private Trust Co Na 22,093 -3.28 640 8.12
2025-07-28 13F BRYN MAWR TRUST Co 577 17
2025-07-17 13F Lauterbach Financial Advisors, LLC 29,757 14.13 861 27.56
2025-08-14 13F Cardiff Park Advisors, Llc 62,983 10.45 1,823 23.51
2025-08-14 13F Acorn Wealth Advisors, LLC 17,918 33.32 519 49.28
2025-07-14 13F Foster Group, Inc. 3,613,675 0.20 104,616 12.05
2025-08-14 13F/A Rockefeller Capital Management L.P. 18,128 0.21 525 11.97
2025-08-05 13F Mission Wealth Management, Lp 911,962 -2.73 26,401 8.77
2025-08-08 13F Tanglewood Legacy Advisors, LLC 9,659 0.00 280 11.60
2025-08-04 13F Capital Performance Advisors Llp 14,371 15.47 416 29.19
2025-08-12 13F Change Path, LLC 83,471 -3.61 2,416 7.76
2025-07-07 13F Versant Capital Management, Inc 79,108 -0.02 2,290 11.82
2025-08-11 13F Principal Securities, Inc. 15,085 -36.75 437 -27.93
2025-07-23 13F Abel Hall, LLC 15,557 -0.22 450 11.66
2025-08-14 13F Citadel Advisors Llc 796,983 23,073
2025-05-15 13F/A Orion Portfolio Solutions, LLC 21,178 -42.21 548 -41.01
2025-08-05 13F Burney Co/ 28,844 228.67 835 267.84
2025-08-13 13F Russell Investments Group, Ltd. 175 5
2025-08-11 13F Avantax Planning Partners, Inc. 506,684 78.28 14,669 99.35
2025-05-16 13F Coppell Advisory Solutions LLC 0 -100.00 0
2025-08-05 13F Lifeworks Advisors, LLC 20,864 15.38 604 29.06
2025-07-22 13F Merit Financial Group, LLC 12,200 353
2025-08-07 13F Efficient Advisors, LLC 476,585 1.07 13,797 13.02
2025-08-04 13F Live Oak Private Wealth LLC 34,234 291.47 991 338.50
2025-08-12 13F Coldstream Capital Management Inc 2,561,130 74,145
2025-08-14 13F Peapack Gladstone Financial Corp 59,420 -9.17 2 0.00
2025-07-07 13F Kings Path Partners LLC 81 2
2025-08-01 13F Fort Vancouver Investment Management, LLC 19,028 -0.95 551 10.66
2025-07-14 13F Painted Porch Advisors LLC 320 0.00 9 12.50
2025-07-11 13F Sprinkle Financial Consultants LLC 32,488 -14.09 941 -3.98
2025-07-21 13F West Financial Advisors, LLC 982,286 3.03 28,437 15.21
2025-08-13 13F Vance Wealth, Inc. 66,985 -26.94 1,939 -18.29
2025-08-14 13F Federation des caisses Desjardins du Quebec 16,200 0.00 469 11.69
2025-08-14 13F Smartleaf Asset Management LLC 2,266 -7.55 65 3.17
2025-08-14 13F Balanced Rock Investment Advisor 18,625 25.99 539 41.10
2025-07-15 13F Highland Financial Advisors, LLC 25,509 0.14 738 11.99
2025-07-17 13F SC&H Financial Advisors, Inc. 378,081 -0.38 10,945 11.39
2025-08-06 13F Rialto Wealth Management, LLC 1,334 0.00 39 11.76
2025-08-14 13F DecisionPoint Financial, LLC 266,563 25.01 7,736 40.13
2025-04-22 13F Rappaport Reiches Capital Management, LLC 225,808 6.11 5,846 8.30
2025-07-11 13F Scratch Capital Llc 6,932 -30.92 201 -22.78
2025-08-01 13F Clark Asset Management, LLC 0 -100.00 0
2025-08-01 13F Bessemer Group Inc 521 0
2025-08-05 13F Beckerman Institutional, LLC 56,577 10.05 2 0.00
2025-08-11 13F Private Advisor Group, LLC 467,152 17.08 13,524 30.92
2025-07-22 13F Sutton Place Investors Llc 181,273 1.71 5,248 13.72
2025-07-24 13F Ronald Blue Trust, Inc. 106,812 3.01 3,092 15.20
2025-08-11 13F Keyes, Stange & Wooten Wealth Management, LLC 391,008 1.82 11,320 13.85
2025-07-21 13F/A Abacus Planning Group, Inc. 13,875 0.95 402 12.96
2025-08-06 13F Legacy Wealth Managment, LLC/ID 0 -100.00 0
2025-08-11 13F Atlantic Private Wealth, LLC 1,412 41
2025-07-09 13F Krilogy Financial LLC 37,664 5.37 1,090 17.84
2025-08-04 13F Ledyard National Bank 999,184 1.20 28,926 13.16
2025-08-11 13F Synergy Investment Management, LLC 0 -100.00 0
2025-08-14 13F CoreCap Advisors, LLC 6 0.00 0
2025-07-28 13F Private Wealth Asset Management, LLC 296 0.00 9 14.29
2025-08-11 13F Anfield Capital Management, LLC 739 0.00 21 10.53
2025-07-11 13F Colorado Capital Management, Inc. 231,239 11.68 7 20.00
2025-08-12 13F DiMeo Schneider & Associates, L.L.C. 0 -100.00 0
2025-08-12 13F Argent Trust Co 9,793 284
2025-07-16 13F Tru Independence Asset Management 2, Llc 52,817 -22.15 1,529 -12.93
2025-08-29 NP MBXAX - Catalyst/Millburn Hedge Strategy Fund Class A 1,697,608 -13.57 49,146 -3.35
2025-08-13 13F Townsquare Capital Llc 0 -100.00 0
2025-08-13 13F Flow Traders U.s. Llc 438,329 13
2025-07-16 13F Signature Resources Capital Management, LLC 17,734 -4.09 513 7.32
2025-08-07 13F Allworth Financial LP 109,184 13.18 3,161 26.55
2025-07-30 13F Jackson Thornton Asset Management, Llc 238,844 -0.63 6,931 15.63
2025-08-07 13F Pinnacle Wealth Management Advisory Group, LLC 216,573 3.46 6,270 15.69
2025-07-14 13F Parkshore Wealth Management, Inc. 151,054 8.76 4,373 21.64
2025-08-08 13F Creative Planning 1,535,545 -2.59 44,454 8.93
2025-08-13 13F Banco de Sabadell, S.A 1,058 0
2025-07-10 13F Moody National Bank Trust Division 106,932 9.72 3,096 22.67
2025-07-03 13F Fiduciary Financial Group, Llc 632,947 6.39 18,368 28.05
2025-07-18 13F Parkwoods Wealth Partners, LLC 84,471 9.08 2,445 22.01
2025-07-17 13F Vermillion Wealth Management, Inc. 156,995 12.76 4,545 26.11
2025-07-25 13F Ellis Investment Partners, LLC 24,992 1.40 724 13.32
2025-07-31 13F Buckingham Strategic Partners 963,671 34.69 27,897 50.59
2025-07-24 13F Wealth Advisors Northwest LLC 39,920 6.96 1,156 19.57
2025-07-17 13F Heritage Investment Group, Inc. 71,408 415.77 2,067 477.37
2025-08-13 13F M Holdings Securities, Inc. 21,492 1
2025-08-14 13F UBS Group AG 6,126,711 -0.14 177,368 11.67
2025-08-11 13F NewEdge Wealth, LLC 11,390 339
2025-08-04 13F IFG Advisory, LLC 19,864 12.91 575 26.37
2025-08-04 13F Hutchinson Capital Management/ca 74,564 10.13 2,159 23.17
2025-08-14 13F Sei Investments Co 26,378 764
2025-08-11 13F Cascade Wealth Advisors, Inc 24,721 735
2025-08-07 13F Tillman Hartley LLC 101,781 0.43 2,947 12.31
2025-08-14 13F LaSalle St. Investment Advisors, LLC 68,597 10.25 2 0.00
2025-08-06 13F North Capital, Inc. 133,166 0.24 3,855 12.10
2025-08-12 13F Martin Worley Group 173,904 18.90 5,035 32.96
2025-05-09 13F MGB Wealth Management, LLC 0 -100.00 0
2025-08-07 13F Parkside Financial Bank & Trust 2,225 0.14 64 12.28
2025-07-17 13F Willow Creek Wealth Management Inc. 189,931 5.11 5,499 17.53
2025-08-14 13F Integrated Wealth Concepts LLC 374,342 1.38 10,837 13.37
2025-07-28 13F Frazier Financial Advisors, LLC 129 0.78 4 0.00
2025-04-23 13F Retirement Guys Formula Llc 0 -100.00 0
2025-08-12 13F Legacy Financial Group, Inc. 213,154 -4.34 6,171 6.97
2025-08-14 13F Fmr Llc 9,522,057 -10.34 275,664 0.26
2025-07-11 13F Kingstone Capital Partners Texas, LLC 110,880 3
2025-07-10 13F Fortress Wealth Management, Inc. 22,827 29.65 661 45.05
2025-08-08 13F Hartland & Co., LLC 669,377 0.34 19,378 12.20
2025-07-23 13F Pure Portfolios Holdings Llc 181,127 4.42 5,244 16.77
2025-07-29 13F Level Wealth Management LLC 27,404 -0.43 793 11.38
2025-07-24 13F Vantage Point Financial LLC 47,841 0.49 1,385 12.34
2025-07-25 13F Ruedi Wealth Management, Inc. 14,778 -3.25 428 8.10
2025-08-14 13F Synovus Financial Corp 19,853 33.11 575 48.70
2025-08-13 13F Daner Wealth Management, LLC 117,722 -5.06 3,538 10.22
2025-07-28 13F Morris Financial Concepts, Inc. 44,810 42.19 1,297 59.14
2025-07-15 13F Evanson Asset Management, LLC 68,778 -11.02 1,991 -0.50
2025-08-11 13F CFS Investment Advisory Services, LLC 427,571 0.91 12 20.00
2025-05-02 13F Cable Hill Partners, LLC 2,519,591 2.30 65,484 4.80
2025-08-04 13F Linscomb & Williams, Inc. 110,511 4.99 3,199 17.39
2025-08-14 13F/A Skopos Labs, Inc. 218 6
2025-08-05 13F Allodium Investment Consultants, LLC 292,656 7.38 8,472 20.09
2025-08-12 13F Steward Partners Investment Advisory, Llc 200 100.00 6 150.00
2025-04-15 13F Simplicity Wealth,LLC 0 -100.00 0
2025-07-11 13F Quad-Cities Investment Group, LLC 72,019 19.99 2,085 34.19
2025-07-21 13F Ameritas Advisory Services, LLC 14,982 -48.84 434 -42.27
2025-08-14 13F GWM Advisors LLC 15,615 -10.29 452 0.44
2025-07-28 13F Baker Boyer National Bank 92,586 -2.43 2,680 9.12
2025-05-07 13F WMS Partners, LLC 0 -100.00 0
2025-08-14 13F Clarity Capital Advisors, LLC 66,125 1.80 1,914 13.86
2025-08-14 13F Susquehanna International Group, Llp 0 -100.00 0
2025-07-14 13F Infinity Wealth Counsel, LLC 14,966 0.67 433 12.76
2025-08-11 13F Pinnacle Financial Group, LLC / IL 73,166 0.59 2,118 12.48
2025-08-13 13F Rsm Us Wealth Management Llc 21,486 622
2025-05-12 13F Empirical Asset Management, LLC 0 -100.00 0
2025-07-09 13F Dynamic Advisor Solutions LLC 534,959 -3.70 15,487 7.68
2025-07-31 13F Wealthfront Advisers Llc 39,490 25.23 1,143 40.07
2025-07-29 13F Sincerus Advisory, LLC 11,557 1.37 344 16.61
2025-07-10 13F Waypoint Wealth Partners Inc. 69,063 -10.36 1,999 0.25
2025-08-08 13F Cetera Investment Advisers 310,200 96.56 8,980 119.83
2025-08-04 13F Waterfront Wealth Inc. 96,748 1.42 2,801 13.41
2025-08-15 13F Captrust Financial Advisors 283,313 0.37 8,202 12.22
2025-08-14 13F McIlrath & Eck, LLC 96 0.00 3 0.00
2025-08-12 13F BWM Planning, LLC 384,965 -0.48 11,145 11.28
2025-08-14 13F Ancora Advisors, LLC 974 314.47 28 366.67
2025-08-14 13F Stifel Financial Corp 87,420 -17.76 2,531 -8.03
2025-07-24 13F Riverchase Wealth Management, Llc 7,501 217
2025-07-11 13F Great Waters Wealth Management 354,067 -5.75 10,250 5.39
2025-08-01 13F Gwn Securities Inc. 17,692 -0.84 512 11.06
2025-08-14 13F Envision Financial Planning, LLC 471,205 -6.06 13,641 5.05
2025-05-02 13F BlackRock, Inc. 0 -100.00 0
2025-08-07 13F PFG Advisors 153,264 6.67 4,437 19.28
2025-08-13 13F Annandale Capital, LLC 665,118 5.28 19 18.75
2025-05-09 13F Beta Wealth Group, Inc. 0 -100.00 0
2025-07-17 13F Poinciana Advisors Group, Llc 9,284 18.30 269 32.02
2025-07-29 13F Arista Wealth Management, LLC 601,025 2.86 17,400 15.01
2025-08-04 13F Atria Investments Llc 250,815 -0.38 7,261 11.40
2025-08-12 13F Lionshead Wealth Management, LLC 9,171 6.61 266 19.37
2025-08-14 13F Navigoe, LLC 131,563 10.55 4 0.00
2025-07-10 13F Pacific Asset Management, LLC 42,788 -1.11 1,239 10.54
2025-07-31 13F Curio Wealth, Llc 177,328 53,963.41 5,134 5.38
2025-08-04 13F Retirement Systems of Alabama 12,668,769 0.00 366,761 11.82
2025-08-14 13F Hrt Financial Lp 0 -100.00 0
2025-08-08 13F Capital Investment Advisory Services, LLC 46,835 4.22 1,356 16.51
2025-07-08 13F Zrc Wealth Management, Llc 3,909 -89.46 113 -88.22
2025-08-13 13F Wealthquest Corp 396,590 6.21 11,481 18.76
2025-07-25 13F Concord Asset Management, LLC/VA 8,276 240
2025-07-10 13F Cypress Point Wealth Management, LLC 39,429 0.08 1,141 11.86
2025-07-09 13F Emprise Bank 97,414 1,052.83 2,820 1,193.58
2025-08-14 13F Sterling Wealth Management, Inc. 411,212 5.94 11,905 20.89
2025-08-13 13F Johnson Financial Group, Inc. 408 12
2025-08-12 13F O'shaughnessy Asset Management, Llc 13,952 -2.90 404 8.63
2025-04-09 13F Archer Investment Management, LLC 0 -100.00 0
2025-08-19 13F Asset Dedication, LLC 7,487 142.93 217 173.42
2025-08-06 13F Garrison Point Advisors, Llc 15,134 25.32 438 40.38
2025-08-11 13F Diversified Portfolios, Inc. 734,397 4.00 21,261 16.30
2025-07-17 13F Dopkins Wealth Management, Llc 74,660 -1.00 2,161 10.71
2025-08-14 13F Premier Financial Group 2 0
2025-07-11 13F Quantum Financial Advisors, LLC 255,997 -0.59 7,411 11.16
2025-07-22 13F Aquire Wealth Advisors, LLC 1,094,058 -12.88 31,673 -2.58
2025-07-16 13F West Branch Capital LLC 125 0.00 4 0.00
2025-07-16 13F Moisand Fitzgerald Tamayo, LLC 606,532 -0.28 17,559 11.51
2025-07-23 13F Prime Capital Investment Advisors, LLC 879,739 -4.14 25,468 7.19
2025-07-24 13F Grand Wealth Management, Llc 1,590 46
2025-07-31 13F Washington Trust Advisors, Inc. 3,696 -22.52 107 -13.82
2025-08-13 13F Brown Advisory Inc 0 -100.00 0
2025-07-09 13F Lincoln Capital Corp 88,057 3.06 2,549 15.24
2025-08-04 13F Arkadios Wealth Advisors 50,071 8.27 1,450 21.05
2025-08-07 13F Factory Mutual Insurance Co 3,086,900 0.00 89,366 11.82
2025-07-18 13F Tanager Wealth Management LLP 22,347 -6.67 647 4.36
2025-08-06 13F Valued Wealth Advisors LLC 73,471 19.29 2,127 33.38
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