DFAX - Dimensional ETF Trust - Dimensional World ex U.S. Core Equity 2 ETF Saham - Harga Saham, Kepemilikan Institusional, Pemegang Saham (ARCA)

Dimensional ETF Trust - Dimensional World ex U.S. Core Equity 2 ETF
US ˙ ARCA

Mga Batayang Estadistika
Pemilik Institusional 600 total, 600 long only, 0 short only, 0 long/short - change of 6.75% MRQ
Alokasi Portofolio Rata-rata 1.6442 % - change of -4.25% MRQ
Saham Institusional (Jangka Panjang) 242,200,589 (ex 13D/G) - change of 4.48MM shares 1.89% MRQ
Nilai Institusional (Jangka Panjang) $ 6,789,932 USD ($1000)
Kepemilikan Institusional dan Pemegang Saham

Dimensional ETF Trust - Dimensional World ex U.S. Core Equity 2 ETF (US:DFAX) memiliki 600 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 242,200,589 saham. Pemegang saham terbesar meliputi Colony Group, LLC, LPL Financial LLC, Envestnet Asset Management Inc, Geometric Wealth Advisors, Allworth Financial LP, Monograph Wealth Advisors, Llc, Glenmede Investment Management, LP, Glenmede Trust Co Na, Commonwealth Equity Services, Llc, and Great Waters Wealth Management .

Struktur kepemilikan institusional Dimensional ETF Trust - Dimensional World ex U.S. Core Equity 2 ETF (ARCA:DFAX) 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 30.81 / share. Previously, on September 9, 2024, the share price was 25.82 / share. This represents an increase of 19.33% over that period.

DFAX / Dimensional ETF Trust - Dimensional World ex U.S. Core Equity 2 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.

DFAX / Dimensional ETF Trust - Dimensional World ex U.S. Core Equity 2 ETF Historical Put/Call Ratio
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
(%)
2025-05-16 13F/A Kestra Investment Management, LLC 0 -100.00 0
2025-08-13 13F Natixis Advisors, L.p. 44,108 10.59 1 0.00
2025-08-07 13F Evoke Wealth, Llc 31,159 -22.87 915 -13.52
2025-07-09 13F Massmutual Trust Co Fsb/adv 465 14
2025-07-14 13F Shearwater Capital LLC 843,365 4.04 24,770 16.63
2025-07-31 13F Brighton Jones Llc 621,073 5.09 18,241 17.81
2025-07-22 13F Awm Capital, Llc 183,547 -0.13 5,391 11.94
2025-08-04 13F Mesirow Financial Investment Management, Inc. 47,286 15.74 1,389 29.72
2025-08-06 13F AE Wealth Management LLC 60,773 -5.00 1,785 6.44
2025-07-29 13F Private Wealth Management Group, LLC 1,174 0.00 34 13.33
2025-07-25 13F Investment Advisory Group, LLC 175,613 0.40 5,158 12.55
2025-07-29 13F Aspiriant, Llc 745,315 0.00 21,890 12.10
2025-07-29 13F AssuredPartners Investment Advisors, LLC 10,964 1.26 322 13.78
2025-08-11 13F Perennial Investment Advisors, LLC 7,678 0.00 226 11.94
2025-08-08 13F Capstone Financial Advisors, Inc. 2,086,502 -3.77 61,281 7.87
2025-07-23 13F Prime Capital Investment Advisors, LLC 14,248 -43.39 418 -36.57
2025-08-13 13F Jones Financial Companies Lllp 79,061 34.21 2,313 48.59
2025-08-14 13F Goldman Sachs Group Inc 229,673 143.15 6,745 172.64
2025-07-23 13F Morton Capital Management LLC/CA 2,187,499 3.34 64,247 15.84
2025-07-31 13F Topsail Wealth Management, LLC 76,595 0.89 2,250 13.07
2025-07-17 13F Montis Financial, LLC 36,388 -2.03 1,069 9.76
2025-07-21 13F Stock Yards Bank & Trust Co 12,130 0.00 356 12.30
2025-08-14 13F Essential Planning, LLC. 8,956 0.07 263 12.39
2025-07-09 13F Affinity Capital Advisors, LLC 7,732 227
2025-08-01 13F Heritage Wealth Management, Inc./Texas 120,346 -1.15 3,514 10.19
2025-07-10 13F Websterrogers Financial Advisors, Llc 15,234 0.04 447 12.31
2025-03-12 13F/A Private Capital Management Llc 1,535 39
2025-07-08 13F Rise Advisors, LLC 22,903 1.26 673 13.51
2025-04-25 13F EnRich Financial Partners LLC 0 -100.00 0
2025-08-04 13F UNIVEST FINANCIAL Corp 13,766 0.00 404 12.22
2025-08-12 13F CIBC Private Wealth Group, LLC 7,312 1.25 215 27.38
2025-08-15 13F Binnacle Investments Inc 370,708 1.73 10,888 14.04
2025-07-08 13F Holcombe Financial, Inc. 19,010 -2.10 558 9.84
2025-05-02 13F Sigma Planning Corp 0 -100.00 0 -100.00
2025-08-14 13F Mpwm Advisory Solutions, Llc 12,023 0.03 353 12.42
2025-07-30 13F Brookstone Capital Management 7,036 207
2025-08-08 13F Capital Investment Advisory Services, LLC 208 -82.78 6 -80.65
2025-07-11 13F Wolfstich Capital, LLC 394,556 -36.97 11,588 -29.34
2025-08-13 13F Renaissance Technologies Llc 11,800 347
2025-08-11 13F HighTower Advisors, LLC 933,080 -3.20 27,405 8.51
2025-08-14 13F Navigoe, LLC 3,319 0.00 0
2025-07-25 13F LRI Investments, LLC 1,252,551 13.81 36,787 27.59
2025-07-24 13F Robertson Stephens Wealth Management, LLC 392,933 0.42 11,540 12.57
2025-07-23 13F Canopy Partners, LLC 176,477 -0.09 5,183 12.02
2025-08-05 13F Key FInancial Inc 1,225 0.00 36 9.38
2025-08-13 13F Nicolet Advisory Services, Llc 10,978 -6.44 321 11.46
2025-08-13 13F Cerity Partners LLC 84,850 0.84 2,492 13.07
2025-08-14 13F/A Rockefeller Capital Management L.P. 93,423 -0.36 2,744 11.69
2025-08-14 13F McIlrath & Eck, LLC 2,080 1.22 61 15.09
2025-08-01 13F Zhang Financial LLC 36,989 0.45 1,086 12.66
2025-04-29 13F Bank of New York Mellon Corp 0 -100.00 0
2025-08-08 13F Francis Financial, Inc. 29,119 -8.80 855 2.27
2025-07-29 13F Semitam Bonam Llc 15,980 469
2025-07-14 13F Financial Harvest, LLC 64,231 1,886
2025-08-14 13F Jane Street Group, Llc 2,917,896 645.48 85,699 735.67
2025-08-14 13F Ancora Advisors, LLC 11,033 -30.51 324 -22.12
2025-08-13 13F M&t Bank Corp 29,950 0.00 880 12.12
2025-08-14 13F Wharton Business Group, LLC 25,090 1
2025-07-25 13F Sequoia Financial Advisors, LLC 629,629 -1.11 18,492 10.86
2025-07-22 13F JP Wealth Management, Inc. 0 -100.00 0
2025-07-09 13F Market Street Wealth Management Advisors Llc 39,133 4.46 1,149 17.13
2025-08-13 13F Meridian Wealth Partners, LLC 950,768 0.23 27,924 12.36
2025-07-16 13F Kerntke Otto McGlone Wealth Management Group 21,227 -4.01 623 7.60
2025-07-07 13F Shotwell Rutter Baer Inc 13,500 -2.60 400 19.05
2025-07-22 13F Wealthcare Advisory Partners LLC 96,697 610.17 2,840 697.47
2025-07-11 13F Diversified Trust Co 38,077 0.00 1,118 12.14
2025-07-21 13F Trellis Wealth Advisors LLC 1,657,619 6.55 48,684 19.45
2025-08-11 13F Conquis Financial Llc 516,211 18.81 15,161 33.19
2025-08-12 13F Rather & Kittrell, Inc. 112,020 -1.16 3,290 10.81
2025-08-13 13F Sanibel Captiva Trust Company, Inc. 13,483 0.00 396 11.90
2025-07-17 13F Symmetry Partners, LLC 705,703 -6.99 20,726 4.27
2025-08-15 13F North Ridge Wealth Advisors, Inc. 491,243 -1.55 14,428 10.36
2025-07-29 13F Fundamentun, Llc 60,743 1,784
2025-07-17 13F Porter White Investment Advisors, Inc. 307,768 -4.85 9,039 6.67
2025-08-08 13F Security Financial Services, INC. 47,127 -0.80 1,384 11.25
2025-07-21 13F Creative Capital Management Investments LLC 1,960,626 0.05 57,584 12.15
2025-08-07 13F Retirement Solution Inc. 64,225 12.50 1,886 26.15
2025-08-13 13F Capital Group Private Client Services, Inc. 58,115 -3.19 1,707 8.52
2025-07-11 13F Rockwood Wealth Management, LLC 106,159 -0.36 3,118 11.68
2025-07-18 13F Truist Financial Corp 354,400 0.50 10,409 12.65
2025-07-31 13F Core Wealth Management, Inc. 2,399,324 2.96 70,468 15.42
2025-08-12 13F Burk Holdings LLC 12,701 0.15 373 12.35
2025-08-14 13F Bank Of America Corp /de/ 1,575,318 4.51 46,267 17.15
2025-04-15 13F Michael A. Dubis Financial Planning, LLC 11,120 11.38 291
2025-07-10 13F Hurlow Wealth Management Group, Inc. 309,426 -0.41 9,088 11.63
2025-08-05 13F Cherry Tree Wealth Management, LLC 107,342 -0.57 3,153 11.46
2025-07-15 13F Mather Group, Llc. 207,535 -6.04 6,095 5.32
2025-07-22 13F Simplicity Wealth,LLC 0 -100.00 0
2025-08-05 13F Gould Asset Management Llc /ca/ 183,256 -2.37 5,382 9.46
2025-04-14 13F Greenspring Advisors, LLC 1,766,764 -10.88 46,289 -6.08
2025-07-29 13F Schubert & Co 37,992 -46.09 1,116 -39.60
2025-08-04 13F Spire Wealth Management 294 -93.10 9 -92.79
2025-08-06 13F Golden State Wealth Management, LLC 4,649 -33.61 137 -25.68
2025-08-13 13F Northwestern Mutual Wealth Management Co 79,886 19.83 2,346 34.36
2025-08-14 13F Modern Wealth Management, LLC 7,512 221
2025-08-06 13F Modera Wealth Management, LLC 498,568 -1.65 14,643 10.24
2025-07-30 13F Rehmann Capital Advisory Group 103,624 -0.35 3,043 11.71
2025-08-27 13F/A Brinker Capital Investments, LLC 65,643 56.51 1,928 75.50
2025-07-30 13F Gables Capital Management Inc. 43 1
2025-08-07 13F CENTRAL TRUST Co 159 0.00 5 0.00
2025-07-14 13F Conrad Siegel Investment Advisors, Inc. 727,846 2.09 21,377 14.44
2025-07-25 13F Hemington Wealth Management 334,815 -1.67 10 12.50
2025-07-08 13F Parallel Advisors, LLC 5,388 0.00 158 12.06
2025-08-14 13F Financial Engines Advisors L.L.C. 1,338,253 -26.97 39,305 -18.13
2025-07-03 13F Lam Group, Inc. 66,529 -0.02 1,954 12.05
2025-08-13 13F United Wealth Management, LLC 100,741 -3.36 2,959 8.31
2025-07-07 13F Investors Research Corp 4,911 0.00 144 12.50
2025-08-14 13F RBF Capital, LLC 140,000 -15.15 4,112 -4.90
2025-07-31 13F Red Wave Investments LLC 28,765 -1.16 845 10.76
2025-07-21 13F Onyx Financial Advisors, LLC 1,150,877 0.39 33,801 12.53
2025-08-13 13F Cary Street Partners Financial Llc 46,758 7.43 1,373 20.44
2025-07-16 13F Strategic Investment Solutions, Inc. /IL 414,382 -8.21 12,171 2.90
2025-08-11 13F Western Wealth Management, LLC 86,891 -3.81 2,552 7.82
2025-08-14 13F Raymond James Financial Inc 1,426,569 -0.78 41,898 11.22
2025-08-12 13F Financial Advocates Investment Management 7,477 0.84 233 12.62
2025-08-12 13F Jpmorgan Chase & Co 416,500 -7.80 12,233 3.35
2025-07-29 13F Chicago Partners Investment Group LLC 669,643 -4.99 20,290 5.26
2025-07-08 13F Apella Capital, LLC 1,174,996 10.75 34,369 29.68
2025-07-08 13F Peirce Capital Management, LLC 241,280 -1.40 7,086 10.53
2025-07-15 13F Kraft Asset Management, Llc 69,080 -0.98 2,029 11.00
2025-08-12 13F Nemes Rush Group LLC 1,954 41.59 57 58.33
2025-07-14 13F UMA Financial Services, Inc. 81,210 0.04 2,385 12.18
2025-07-30 13F Bayshore Asset Management, Llc 222,123 -0.21 6,524 11.87
2025-07-09 13F Westmount Partners, LLC 36,105 0.00 1,060 12.17
2025-08-14 13F TCG Advisory Services, LLC 12,002 0.00 352 12.10
2025-08-15 13F Kestra Advisory Services, LLC 680,341 10.55 19,982 23.93
2025-08-14 13F C M Bidwell & Associates Ltd 88,081 0.77 2,587 12.93
2025-07-22 13F Warwick Investment Management, Inc. 232,369 -5.99 6,825 5.39
2025-04-16 13F Mogy Joel R Investment Counsel Inc 0 -100.00 0
2025-07-18 13F Liberty Capital Management, Inc. 60,457 0.00 1,776 12.13
2025-08-14 13F Qube Research & Technologies Ltd 12,484 62.17 367 82.09
2025-08-14 13F Aqr Capital Management Llc 72,209 -20.31 2,121 -10.70
2025-07-23 13F Nbt Bank N A /ny 22,105 -0.40 649 11.70
2025-07-18 13F Pure Financial Advisors, Inc. 349,960 -5.23 10,278 6.24
2025-08-13 13F GeoWealth Management, LLC 2,447,433 -8.28 71,881 2.82
2025-07-31 13F Sage Mountain Advisors LLC 12,189 0.00 358 11.91
2025-08-05 13F Jessup Wealth Management, Inc 12,324 0.00 362 12.11
2025-08-13 13F Tranquilli Financial Advisor LLC 248,081 8.93 7,286 22.13
2025-07-16 13F Signaturefd, Llc 17,094 0.77 502 13.06
2025-07-24 13F Jfs Wealth Advisors, Llc 3,792,745 -0.65 111,393 11.37
2025-07-22 13F Berger Financial Group, Inc 54,596 7.18 1,603 20.16
2025-05-15 13F CAPROCK Group, Inc. 10,206 -2.21 267 3.09
2025-08-14 13F Diversify Wealth Management, Llc 21,106 -17.79 642 -7.24
2025-07-28 13F Strategent Financial, LLC 15,439 -2.32 453 9.42
2025-04-21 13F Envestnet Portfolio Solutions, Inc. 0 -100.00 0
2025-07-30 13F Clune & Associates, Ltd. 92,242 6.62 2,709 19.55
2025-07-25 13F waypoint wealth counsel 35,606 2.57 1,046 14.96
2025-07-29 13F Regions Financial Corp 68,678 -1.01 2,017 11.01
2025-08-11 13F Brown Brothers Harriman & Co 4,574 0.00 134 12.61
2025-08-13 13F Northern Trust Corp 19,290 567
2025-08-14 13F Mml Investors Services, Llc 119,700 -2.78 4 0.00
2025-04-02 13F Marcum Wealth, LLC 8,422 0.08 221 5.26
2025-08-12 13F SRS Capital Advisors, Inc. 3,038 86.49 89 111.90
2025-07-08 13F FF Advisors,LLC 11,303 332
2025-07-15 13F Oak Wealth Advisors LLC 21,041 0.27 618 12.39
2025-07-23 13F HTG Investment Advisors, Inc. 605,851 -3.06 17,794 8.67
2025-08-11 13F Aptus Capital Advisors, LLC 5,722 1.15 168 13.51
2025-07-24 13F Financial Connections Group, Inc. 297,403 -13.15 9 0.00
2025-08-11 13F von Borstel & Associates, Inc. 507,458 -0.68 15 15.38
2025-08-13 13F Colonial Trust Co / SC 20,468 -1.03 601 11.09
2025-07-31 13F Carlton Hofferkamp & Jenks Wealth Management, LLC 12,287 0.00 362 14.92
2025-07-16 13F Squire Investment Management Company, LLC 84,466 0.09 2,481 12.22
2025-08-08 13F RAM Investment Partners, LLC 160,619 -3.74 4,717 7.92
2025-08-01 13F SwitchPoint Financial Planning, LLC 117,940 0.00 3,464 12.07
2025-08-01 13F Red Lighthouse Investment Management, Llc 60,318 -3.98 1,772 10.83
2025-07-16 13F Cadent Capital Advisors, LLC 6,964 205
2025-07-16 13F Falcon Wealth Planning 12,634 0.00 371 12.08
2025-07-15 13F Total Wealth Planning, Llc 10,486 0.00 308 12.04
2025-07-21 13F Life Planning Partners, Inc 46,761 0.01 1,373 12.17
2025-07-23 13F First Financial Group Corp 121,686 2.03 3,574 14.37
2025-08-12 13F Bokf, Na 3,398 100
2025-07-10 13F Exchange Traded Concepts, Llc 1,069,626 31,415
2025-08-11 13F M Wealth Management, LLC 36,170 -0.72 1,062 11.32
2025-07-18 13F PBMares Wealth Management LLC 264,602 -0.30 7,771 11.76
2025-08-11 13F WPWealth LLP 108,419 0.71 3,184 12.91
2025-07-23 13F Lansing Street Advisors 63,381 1.25 1,861 13.48
2025-07-15 13F Eaton Financial Holdings Company, LLC 17,893 526
2025-08-14 13F Two Sigma Securities, Llc 16,219 476
2025-07-07 13F Wesbanco Bank Inc 9,111 268
2025-08-01 13F Facet Wealth, Inc. 15,630 0.75 458 7.28
2025-08-13 13F Elios Financial Group Inc. 110,896 -11.78 3,257 -1.09
2025-07-14 13F Proathlete Wealth Management Llc 4,716 1.27 139 13.11
2025-08-11 13F Babb Wealth Advisors LLC 1,096,575 -0.42 32,206 11.63
2025-07-21 13F Greenwood Capital Associates Llc 261,736 50.47 7,687 68.69
2025-07-14 13F Park Avenue Securities Llc 214,076 -2.04 6 20.00
2025-07-23 13F HMV Wealth Advisors, LLC 78,533 -0.17 2,307 11.94
2025-07-15 13F Garrett Investment Advisors LLC 196,488 2.64 5,771 15.05
2025-07-18 13F Lynx Investment Advisory 25,607 -7.23 752 4.01
2025-07-21 13F Single Point Partners, LLC 0 -100.00 0
2025-07-22 13F/A Elser Financial Planning, Inc 22,303 0.00 655 12.16
2025-07-15 13F Optima Capital Llc 8,062 237
2025-07-18 13F BCO Wealth Management LLC 80,643 -0.31 2,366 11.66
2025-08-14 13F Great Valley Advisor Group, Inc. 0 -100.00 0
2025-08-08 13F Strategies Wealth Advisors, LLC 0 -100.00 0
2025-08-12 13F Pathstone Holdings, LLC 3,001,123 -5.60 88,143 5.75
2025-08-11 13F Foundation Wealth Management, LLC\PA 34,220 -2.10 1,005 9.84
2025-07-10 13F Wealth Enhancement Advisory Services, Llc 803,499 -2.00 23,808 10.83
2025-07-15 13F Sheets Smith Wealth Management 9,717 0.00 285 12.20
2025-08-13 13F Lido Advisors, LLC 8,401 247
2025-07-28 13F Copia Wealth Management 1,893 56
2025-08-01 13F JDH Wealth Management, LLC 66,146 -6.12 1,943 5.20
2025-08-14 13F Moneta Group Investment Advisors Llc 20,062 -10.96 589 -0.17
2025-07-09 13F GEM Asset Management, LLC 150,192 0.30 4,393 11.53
2025-08-01 13F Cobblestone Capital Advisors Llc /ny/ 2,752,510 0.11 80,841 12.22
2025-08-14 13F Comerica Bank 3,459,555 -2.39 101,607 9.42
2025-08-14 13F Royal Bank Of Canada 4,058,842 18.02 119,208 32.30
2025-08-14 13F Susquehanna International Group, Llp 2,040,938 59,942
2025-07-14 13F Brady Martz Wealth Solutions, LLC 47,614 -1.47 1,398 10.43
2025-07-15 13F SJS Investment Consulting Inc. 321,879 -1.04 9,454 10.94
2025-07-28 13F Delap Wealth Advisory, Llc 215,345 -4.90 6,325 6.61
2025-08-14 13F RMB Capital Management, LLC 15,285 449
2025-08-01 13F Financial Counselors Inc 0 -100.00 0
2025-07-17 13F ERn Financial, LLC 330,741 -4.44 9,714 7.12
2025-08-18 13F N.E.W. Advisory Services LLC 1,240,838 -6.35 36,443 4.98
2025-07-30 13F Exencial Wealth Advisors, Llc 118,955 -13.13 3,494 -2.62
2025-08-06 13F Cannon Financial Strategists, Inc. 42,155 84.30 1,238 106.68
2025-08-04 13F Hantz Financial Services, Inc. 9,204 0
2025-08-08 13F KM Capital Management Ltd. 40,123 1.24 1,178 13.49
2025-07-09 13F Graves-Light Private Wealth Management, Inc. 74,206 525.26 2,179 602.90
2025-07-22 13F Olistico Wealth, LLC 1,540 45
2025-08-08 13F Pnc Financial Services Group, Inc. 10,917 21.33 321 36.17
2025-08-14 13F Beaird Harris Wealth Management, LLC 4,071 -7.92 120 3.48
2025-07-08 13F Canandaigua National Trust Co of Florida 44,430 286.62 1,305 333.22
2025-07-18 13F TruNorth Capital Management, LLC 38,726 0.00 1,137 12.13
2025-07-22 13F HFM Investment Advisors, LLC 1,580,414 -5.90 46,417 5.48
2025-07-21 13F Triad Wealth Partners, LLC 46,923 1,378
2025-08-14 13F Certified Advisory Corp 13,816 1.26 406 13.45
2025-08-14 13F Old Mission Capital Llc 504,241 4.25 14,810 16.86
2025-07-30 13F Eqis Capital Management, Inc. 24,700 1.95 725 14.35
2025-08-01 13F Unconventional Investor, LLC 48,888 0.00 1,436 12.11
2025-08-07 13F Winch Advisory Services, LLC 589 1.20 17 13.33
2025-08-05 13F Sensible Money, LLC 824,655 -1.31 24,220 10.63
2025-07-30 13F Phillips Financial Management, Llc 186,812 -8.55 5,487 2.50
2025-05-15 13F Headinvest, Llc 0 -100.00 0
2025-08-15 13F Lantern Wealth Advisors, LLC 115,123 -6.44 3,381 10.56
2025-07-03 13F Trust Co of the South 390,756 0.00 11,477 12.10
2025-07-15 13F RVW Wealth, LLC 14,168 -3.07 416 8.90
2025-07-21 13F Ascent Group, LLC 15,052 4.49 442 17.24
2025-08-08 13F WASHINGTON TRUST Co 0 -100.00 0
2025-08-14 13F Atomi Financial Group, Inc. 7,249 -8.25 213 2.42
2025-08-04 13F Syverson Strege & Co 14,887 -1.28 437 10.63
2025-08-13 13F American Investment Services, Inc. 242,051 -34.34 7,109 -26.39
2025-08-15 13F Equitable Holdings, Inc. 425,066 5.26 12,484 18.00
2025-07-23 13F Sax Wealth Advisors, Llc 266,308 -1.83 7,821 10.05
2025-07-22 13F USAdvisors Wealth Management, LLC 9,174 5.10 0
2025-08-14 13F Investmark Advisory Group LLC 52,284 -0.45 1,536 11.56
2025-07-18 13F Fmb Wealth Management 408,588 9.86 12,000 23.15
2025-04-10 13F Retirement Planning Group 0 -100.00 0
2025-07-28 13F RFG Advisory, LLC 1,477,428 -74.28 43,392 -71.17
2025-07-31 13F LJI Wealth Management, LLC 23,617 1.03 694 13.24
2025-08-14 13F Quantinno Capital Management LP 11,387 -22.33 334 -13.02
2025-08-14 13F Betterment LLC 372,368 26.44 11 42.86
2025-07-15 13F Fifth Third Bancorp 72 0.00 2 100.00
2025-07-25 13F Joel Adams & Associates, Inc. 12,971 18.09 381 32.40
2025-08-11 13F Advisor Resource Council 0 -100.00 0
2025-08-01 13F Cedar Point Capital Partners, LLC 7,420 218
2025-08-13 13F Brown Advisory Inc 39,949 0.23 1,173 12.36
2025-07-17 13F Sage Rhino Capital Llc 36,002 -4.45 1,057 7.09
2025-07-17 13F Janney Montgomery Scott LLC 32,750 -5.54 1
2025-08-08 13F Altiora Financial Group, LLC 1,464,348 -1.17 43,008 10.79
2025-07-31 13F Glass Jacobson Investment Advisors llc 5,974 -78.64 175 -74.82
2025-08-08 13F Creative Planning 400,328 -2.41 11,758 9.40
2025-07-11 13F Kaufman Rossin Wealth, LLC 22,799 -3.74 670 7.90
2025-07-14 13F Cherrydale Wealth Management, Llc 620,140 6.69 18,214 19.60
2025-07-16 13F Meredith Wealth Planning 25,478 748
2025-07-16 13F Plancorp, LLC 4,087,877 -0.80 120,061 11.20
2025-07-31 13F McCarthy Asset Management, Inc. 9,853 -17.49 289 -7.37
2025-07-31 13F Cardinal Point Capital Management, ULC 1,699,457 32.97 49,913 49.06
2025-08-06 13F True Wealth Design, LLC 5,095 -12.09 150 -1.32
2025-08-13 13F SCS Capital Management LLC 15,247 0.00 448 12.03
2025-07-29 13F Grunden Financial Advisory, Inc. 519,382 -2.00 15,254 9.85
2025-08-04 13F Partners in Financial Planning 27,171 0.93 798 13.19
2025-08-08 13F Renasant Bank 15,353 0.00 451 11.94
2025-08-13 13F Continuum Advisory, LLC 0 -100.00 0
2025-07-09 13F Pallas Capital Advisors LLC 37,587 0.00 1,104 12.09
2025-08-06 13F Savant Capital, LLC 677,533 -0.97 19,899 11.01
2025-08-14 13F Advisor OS, LLC 7,297 -10.73 214 0.00
2025-07-23 13F Kingswood Wealth Advisors, Llc 91,508 -4.18 2,688 7.39
2025-08-14 13F Safeguard Investment Advisory Group, LLC 30,127 -12.02 885 -1.45
2025-08-05 13F American Capital Advisory, LLC 5,369 -42.54 158 -35.66
2025-07-31 13F CVA Family Office, LLC 42,088 3.29 1,236 15.84
2025-08-06 13F Financial Alternatives, Inc 19,943 -9.28 586 1.74
2025-08-12 13F Shakespeare Wealth Management, Inc. 25,554 6.11 751 19.05
2025-07-25 13F Total Clarity Wealth Management, Inc. 47,965 72.27 1,409 103.47
2025-08-12 13F Waterloo Capital, L.P. 6,914 -40.39 203 -33.00
2025-07-24 13F IFP Advisors, Inc 12,921 4.21 379 16.98
2025-07-21 13F Verus Financial Partners, Inc. 16,724 0.18 495 15.38
2025-07-17 13F DiNuzzo Private Wealth, Inc. 200,487 -2.33 5,888 9.48
2025-07-24 13F Edge Financial Advisors LLC 9,153 -0.11 269 11.67
2025-07-24 13F rebel Financial LLC 7,612 224
2025-08-08 13F Glassman Wealth Services 1,865,729 4.31 54,796 16.93
2025-08-13 13F Alerus Financial Na 3,538,198 0.08 103,917 12.19
2025-08-12 13F Proequities, Inc. 0 0
2025-07-28 13F Mission Hills Financial Advisory, LLC 0 -100.00 0
2025-07-16 13F Perigon Wealth Management, LLC 50,981 0.17 1,497 12.30
2025-07-31 13F Planning Center, Inc. 2,850,542 -2.26 83,720 9.57
2025-08-05 13F Everest Management Corp. 8,585 0.00 252 12.50
2025-08-15 13F Cornerstone Financial Group, LLC /NE/ 150,592 0.40 4,423 6.25
2025-08-12 13F Inscription Capital, LLC 22,136 650
2025-08-13 13F Townsquare Capital Llc 0 -100.00 0
2025-08-12 13F Hill Investment Group Partners, LLC 24,567 -1.46 722 10.41
2025-07-10 13F Stewardship Advisors, LLC 21,699 -0.47 637 11.56
2025-07-30 13F Probity Advisors, Inc. 14,464 -16.06 425 -5.99
2025-08-13 13F RW Investment Management LLC 102,463 0.00 3,009 12.11
2025-07-14 13F BetterWealth, LLC 1,830,211 1.97 53,753 14.30
2025-08-07 13F Verus Capital Partners, Llc 24,827 -59.12 729 -54.18
2025-08-08 13F Advisors Capital Management, LLC 17,803 -6.72 523 4.40
2025-07-28 13F IFG Advisors, LLC 51,752 0.19 1,520 12.27
2025-08-06 13F New Dimensions Wealth Management, LLC 58,564 -1.26 1,720 10.68
2025-07-21 13F Keb Asset Management, Llc 112,697 -0.39 3,310 11.64
2025-08-11 13F Wealthspire Advisors, LLC 211,114 -1.24 6,200 10.71
2025-09-04 13F/A Advisor Group Holdings, Inc. 555,439 38.94 15,800 50.85
2025-08-12 13F Coston, McIsaac & Partners 4,219 1.01 0
2025-08-14 13F Main Street Financial Solutions, LLC 8,556 0.00 251 12.05
2025-07-31 13F Cambridge Investment Research Advisors, Inc. 620,649 17.85 18 38.46
2025-07-25 13F We Are One Seven, LLC 9,062 16.39 266 31.03
2025-07-08 13F Henrickson Nauta Wealth Advisors, Inc. 246,028 -0.56 7,226 18.72
2025-07-24 13F Accredited Investor Services, Llc 833,432 0.39 24,478 12.53
2025-08-14 13F Wealth Preservation Advisors, LLC 759 0.00 22 15.79
2025-07-17 13F Melfa Wealth Management, Llc 65,802 -1.69 1,933 10.21
2025-08-07 13F Samalin Investment Counsel, LLC 8,199 -1.00 241 11.11
2025-08-01 13F Envestnet Asset Management Inc 7,615,838 -1.11 223,677 10.86
2025-08-11 13F VSM Wealth Advisory, LLC 5,919 -6.77 174 4.22
2025-07-30 13F Granite Harbor Advisors, Inc. 8,464 0.00 249 12.22
2025-07-14 13F Sowell Financial Services LLC 9,067 0.00 266 12.24
2025-07-29 13F Financial Symmetry Inc 1,438,802 3.50 42,258 16.02
2025-07-16 13F Gradient Capital Advisors, LLC 133,749 1.02 3,928 13.26
2025-07-22 13F Confluence Wealth Services, Inc. 1,647,049 5.31 48,374 17.47
2025-08-06 13F Disciplined Investors, L.L.C. 30,932 0.95 908 13.22
2025-04-21 13F ORG Partners LLC 0 -100.00 0
2025-08-08 13F Truepoint, Inc. 374,418 -3.15 10,997 8.57
2025-07-23 13F Elevate Wealth Advisory, Inc 48,677 0.18 1,430 12.25
2025-08-06 13F Cloud Capital Management, LLC 284,398 -8.09 8 0.00
2025-08-13 13F Cary Street Partner Investment Advisory Llc 43,089 -3.03 1,266 8.68
2025-07-14 13F Chico Wealth RIA 9,052 0.00 266 11.81
2025-07-11 13F Farther Finance Advisors, LLC 305,219 -10.81 8,964 -0.43
2025-07-17 13F Applied Capital LLC 60,417 -0.70 1,774 11.29
2025-08-14 13F Mercer Global Advisors Inc /adv 751,383 -1.00 22,068 10.98
2025-07-10 13F Strathmore Capital Advisors, Inc. 1,204,254 16.18 35,658 38.38
2025-08-01 13F Milestone Asset Management Group, LLC 8,213 0.96 241 13.15
2025-08-15 13F CI Private Wealth, LLC 616,911 -17.44 18,119 -7.45
2025-04-28 13F Salomon & Ludwin, LLC 0 -100.00 0
2025-07-14 13F Harbor Group, Inc. 121,252 0.90 3,561 13.12
2025-07-22 13F Firethorn Wealth Partners, Llc 55,575 -15.33 1,632 -5.06
2025-07-29 13F Two West Capital Advisors LLC 17,134 0.00 516 18.94
2025-08-13 13F WCG Wealth Advisors LLC 61,216 1,798
2025-08-12 13F Tableaux Llc 0 -100.00 0
2025-07-22 13F Glassy Mountain Advisors, Inc. 713,701 2.15 20,961 14.51
2025-08-14 13F Camden Capital, LLC 18,030 530
2025-07-11 13F Andrews, Lucia Wealth Management Llc 360,272 -0.85 10,581 17.15
2025-07-07 13F Rf&l Wealth Management, Llc 42,331 -1.33 1,243 10.59
2025-07-14 13F AdvisorNet Financial, Inc 2,044 1.24 60 15.38
2025-08-05 13F Oakwell Private Wealth Management, LLC 7,981 0.00 234 11.96
2025-08-01 13F Motco 12,372 0.00 362 11.73
2025-04-09 13F Baker Tilly Financial, Llc 0 -100.00 0
2025-07-10 13F Voisard Asset Management Group, Inc. 30,531 13.43 897 27.09
2025-08-12 13F McGrath & Associates, Inc. 63,181 62.21 1,856 81.86
2025-08-14 13F Herold Advisors, Inc. 113,893 -10.25 3,345 0.63
2025-07-29 13F Stratos Wealth Partners, LTD. 16,869 -1.19 495 10.74
2025-08-12 13F MAI Capital Management 69,373 0.00 2,037 12.11
2025-07-18 13F Magnolia Private Wealth, LLC 13,302 -1.88 391 9.86
2025-07-24 13F Us Bancorp \de\ 6,403 0.00 188 12.57
2025-08-08 13F Hartland & Co., LLC 9,257 0.00 272 11.98
2025-08-12 13F Coldstream Capital Management Inc 0 -100.00 0
2025-08-14 13F Citadel Advisors Llc Call 0 -100.00 0
2025-08-07 13F Midwest Trust Co 33,104 972
2025-07-17 13F Northwest Wealth Management, Llc 89,824 -2.02 2,638 9.87
2025-07-17 13F XY Planning Network, Inc. 137,431 36.58 4,036 53.11
2025-07-30 13F D.a. Davidson & Co. 2,766,429 -0.01 81,250 12.09
2025-07-22 13F Sage Financial Group Inc 10,263 0.00 301 12.31
2025-07-28 13F Heritage Wealth Management, Inc. /CA/ 42,859 -8.74 1,259 2.28
2025-07-15 13F Hidden Cove Wealth Management, LLC 0 -100.00 0
2025-07-21 13F Capital Planning LLC 0 -100.00 0
2025-07-23 13F Pillar Financial Advisors, LLC 1,137 0.62 33 13.79
2025-07-22 13F Gemmer Asset Management LLC 11,949 0.64 351 12.54
2025-08-07 13F Cahill Financial Advisors Inc 778,779 9.19 22,873 22.40
2025-08-11 13F Heritage Wealth Advisors 2,517 0.00 74 12.31
2025-08-13 13F Dynamic Wealth Strategies, LLC 248 7
2025-07-08 13F ShankerValleau Wealth Advisors, Inc. 1,324,591 -7.97 38,903 3.16
2025-07-16 13F Midwest Heritage Bank, FSB 24,239 0.02 712 12.15
2025-07-24 13F Cyndeo Wealth Partners, LLC 150,941 1.73 4,433 14.05
2025-07-15 13F Maseco Llp 24,096 708
2025-07-16 13F Tassel Capital Management, Inc. 507,041 -7.98 14,892 3.15
2025-07-17 13F Oakworth Capital, Inc. 5,774 66.54 170 87.78
2025-07-28 13F Harbour Investments, Inc. 3,919 0.15 115 12.75
2025-07-31 13F Orion Capital Management LLC 2,646 -1.31 78 10.00
2025-07-01 13F First National Bank Sioux Falls 308,472 0.00 9,060 12.10
2025-07-31 13F City State Bank 6,000 20.00 176 34.35
2025-07-16 13F TCI Wealth Advisors, Inc. 937,839 -4.96 27,544 6.54
2025-07-21 13F Investment Planning Advisors, Inc. 33,803 5.24 993 17.95
2025-07-24 13F JNBA Financial Advisors 3,107 1,944.08 91 2,933.33
2025-08-13 13F BCJ Capital Management, LLC 13,503 397
2025-08-08 13F SageOak Financial, LLC 13,011 10.63 382 24.03
2025-07-25 13F Cwm, Llc 211,733 1.69 6 20.00
2025-07-16 13F Jentner Corp 17,270 507
2025-07-14 13F BlueSky Wealth Advisors, LLC 1,328,699 1.21 39,024 13.45
2025-08-13 13F Ark & Tlk Investments, Llc 397,523 -0.25 11,675 11.83
2025-07-17 13F Claris Advisors, Llc / Mo / 454,680 -35.86 13,354 -28.11
2025-07-29 13F Stratos Wealth Advisors, LLC 30,241 -1.17 888 10.86
2025-07-21 13F 25 Llc 12,635 0.77 371 13.11
2025-08-08 13F Kingsview Wealth Management, LLC 12,473 1.23 366 13.66
2025-07-15 13F Retirement Income Solutions, Inc 13,691 0.00 402 12.29
2025-05-09 13F Atria Wealth Solutions, Inc. 0 -100.00 0
2025-07-28 13F Evernest Financial Advisors, LLC 115,651 -2.50 3,397 9.30
2025-08-14 13F Smartleaf Asset Management LLC 1,796 -57.61 53 -53.15
2025-08-14 13F DecisionPoint Financial, LLC 19,305 -0.54 567 11.61
2025-07-29 13F Private Trust Co Na 10,264 -41.99 301 -34.99
2025-08-11 13F Root Financial Partners, LLC 12,517 0.70 368 12.92
2025-08-13 13F B&D White Capital Company, LLC 326,272 4.96 9,583 17.66
2025-08-01 13F Rossby Financial, LCC 1,823 0.00 54 10.42
2025-07-15 13F Signet Financial Management, Llc 24,101 -4.13 708 7.45
2025-08-14 13F Wells Fargo & Company/mn 11,039 -26.05 324 -17.14
2025-07-14 13F Capstone Wealth Management, LLC 243,518 -1.31 7,152 10.64
2025-07-10 13F Wedmont Private Capital 8,641 256
2025-08-14 13F Ameriprise Financial Inc 9,521 -37.56 280 -30.08
2025-07-14 13F Leonard Rickey Investment Advisors P.L.L.C. 7,311 215
2025-08-04 13F Assetmark, Inc 2,876,712 -22.13 84,489 -12.71
2025-07-25 13F Concord Wealth Partners 141,439 6.70 4,154 19.64
2025-07-30 13F TFB Advisors LLC 20,204 -6.92 593 4.40
2025-08-05 13F Astra Wealth Partners LLC 57,511 -0.75 1,689 11.26
2025-08-11 13F Wescott Financial Advisory Group, LLC 0 -100.00 0
2025-08-06 13F Spurstone Advisory Services, LLC 189 0.00 6 25.00
2025-05-05 13F Millstone Evans Group, LLC 0 -100.00 0
2025-08-05 13F Atlas Wealth LLC 7,619 224
2025-07-30 13F Clifford Swan Investment Counsel Llc 13,525 0.00 397 12.15
2025-08-13 13F Beacon Pointe Advisors, LLC 45,691 -0.03 1,342 12.03
2025-08-13 13F Summit Wealth Group Llc / Co 47,150 1,385
2025-08-14 13F Mariner, LLC 300,123 -3.43 8,815 8.25
2025-08-12 13F Eldridge Investment Advisors, Inc. 299,578 4.95 8,799 17.65
2025-08-15 13F Morgan Stanley 127,638 13.54 3,749 27.27
2025-08-13 13F Transce3nd, LLC 9 -70.00 0
2025-08-08 13F Avantax Advisory Services, Inc. 21,436 6.34 630 19.13
2025-08-12 13F LPL Financial LLC 8,024,667 2.38 235,684 14.76
2025-07-16 13F RWM Asset Management, LLC 755,020 89.37 22,175 112.29
2025-07-17 13F Lauterbach Financial Advisors, LLC 458,844 -0.49 13,476 11.56
2025-08-05 13F Huntington National Bank 152 2,057.14
2025-08-08 13F VERITY Wealth Advisors 43,719 0.00 1,284 12.14
2025-07-21 13F Abundance Wealth Counselors 11,028 0
2025-07-21 13F Keystone Financial Group, Inc. 137,676 9.08 4,059 17.05
2025-08-13 13F EverSource Wealth Advisors, LLC 130,350 -6.37 3,828 4.96
2025-08-08 13F Tanglewood Legacy Advisors, LLC 30,200 0.00 887 12.01
2025-08-14 13F Glenmede Investment Management, LP 5,135,326 150,825
2025-08-11 13F Avantax Planning Partners, Inc. 62,443 -14.65 1,834 -4.33
2025-08-04 13F Live Oak Private Wealth LLC 351,803 7.33 10,332 20.32
2025-07-11 13F Sprinkle Financial Consultants LLC 22,443 17.58 659 31.80
2025-07-18 13F Northeast Financial Group, Inc. 7,797 -7.59 229 3.62
2025-08-04 13F Pensionmark Financial Group, Llc 0 -100.00 0
2025-08-11 13F Vanguard Group Inc 36,982 0.40 1,086 12.54
2025-08-12 13F BlackRock, Inc. 1 0.00 0
2025-08-13 13F Fisher Asset Management, LLC 16,393 481
2025-07-11 13F Prosperity Planning, Inc. 562,068 -5.48 16,508 5.96
2025-08-06 13F Quadrant Private Wealth Management, LLC 26,178 0.00 769 12.12
2025-07-22 13F Merit Financial Group, LLC 52,697 3.05 1,548 15.53
2025-08-12 13F Triune Financial Partners, LLC 3,631,152 -1.85 106,647 10.03
2025-08-01 13F FSA Advisors, Inc. 7,759 -0.15 228 11.82
2025-08-11 13F Private Advisor Group, LLC 1,155,152 -11.45 33,927 -0.74
2025-07-15 13F Kelly Financial Group Llc 9,938 21.55 292 35.98
2025-07-25 13F Apollon Financial, LLC 37,170 4.00 1,092 16.56
2025-07-11 13F Scratch Capital Llc 23,901 5.35 702 18.01
2025-08-14 13F Colony Group, LLC 10,306,430 -3.57 302,700 8.09
2025-08-06 13F Rialto Wealth Management, LLC 883 0.00 26 8.70
2025-05-15 13F/A Orion Portfolio Solutions, LLC 41,942 -30.41 1,099 -26.70
2025-07-15 13F Brewster Financial Planning LLC 25,469 0.00 748 12.14
2025-08-14 13F Federation des caisses Desjardins du Quebec 6,716 0.00 197 11.36
2025-07-07 13F Kings Path Partners LLC 4,130 121
2025-04-28 13F Redmont Wealth Advisors Llc 1,617 42
2025-08-07 13F Resources Investment Advisors, LLC. 873,997 -1.97 25,669 9.89
2025-08-07 13F Alpha Financial Advisors, LLC 65,322 -2.55 1,918 9.23
2025-08-05 13F C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0 -100.00 0
2025-07-16 13F Spinnaker Investment Group, LLC 39,375 0.00 1,156 12.12
2025-08-06 13F Geometric Wealth Advisors 6,995,733 -11.79 205,465 -1.12
2025-07-31 13F Kathleen S. Wright Associates Inc. 44,619 10.06 1,310 23.35
2025-07-15 13F Ballentine Partners, LLC 126,663 0.00 3,720 12.12
2025-08-13 13F Vance Wealth, Inc. 1,107,703 1.21 32,533 13.46
2025-04-29 13F CoreFirst Bank & Trust 0 -100.00 0
2025-08-14 13F Heritage Wealth Management, Inc. 7,837 0.00 230 12.20
2025-08-07 13F Prudent Man Investment Management, Inc. 49,363 0.00 1,227 0.00
2025-08-06 13F Commonwealth Equity Services, Llc 4,933,976 -2.94 145 8.27
2025-04-22 13F Rappaport Reiches Capital Management, LLC 62,411 0.00 1,635 5.42
2025-08-05 13F Bank Of Montreal /can/ 2,076 -75.77 61 -73.21
2025-04-17 13F Rs Crum Inc. 182,326 -0.18 4,777 5.20
2025-08-01 13F Bessemer Group Inc 15,219 0.00 0
2025-07-11 13F Physician Wealth Solutions Inc. 89,767 -5.64 2,636 5.78
2025-08-08 13F Mjp Associates Inc /adv 7,297 -10.73 214 0.00
2025-08-14 13F Guardian Wealth Advisors, Llc / Nc 460 0.00 14 8.33
2025-07-17 13F SC&H Financial Advisors, Inc. 260,534 13.44 7,652 27.16
2025-07-31 13F Buckingham Strategic Partners 3,679,168 -7.74 108,057 3.42
2025-07-22 13F Vested Financial Planning, LLC 546,110 -5.78 16,039 5.62
2025-05-09 13F Pinney & Scofield, Inc. 0 -100.00 0
2025-08-07 13F Allworth Financial LP 6,280,884 21.35 184,470 33.53
2025-07-28 13F Axxcess Wealth Management, Llc 85,278 -11.00 2,505 -0.24
2025-07-14 13F Clayton Financial Group LLC 10,420 0.00 306 12.09
2025-08-14 13F GWM Advisors LLC 44,576 24.47 1,309 39.55
2025-05-15 13F Glenmede Trust Co Na 5,117,849 0.47 134,088 5.89
2025-07-10 13F American Financial Advisors, LLC 11,928 0.00 350 12.18
2025-07-24 13F Thompson Investment Management, Inc. 557 0.00 16 14.29
2025-08-12 13F Global Retirement Partners, LLC 97,722 -12.18 2,870 3.76
2025-08-07 13F Tillman Hartley LLC 162,854 0.00 4,783 12.12
2025-08-04 13F IFG Advisory, LLC 620,028 5.24 18,210 17.97
2025-08-04 13F Capital Performance Advisors Llp 144,800 -0.74 4,253 11.25
2025-08-06 13F Nicholas Hoffman & Company, LLC. 28,329 0.21 832 12.43
2025-07-09 13F Krilogy Financial LLC 45,132 -1.91 1,326 9.96
2025-08-13 13F Baird Financial Group, Inc. 8,928 0.00 262 12.45
2025-07-10 13F Threadgill Financial, Llc 11,718 0.00 344 12.05
2025-07-24 13F Wealth Advisors Northwest LLC 65,436 -3.53 1,922 8.10
2025-07-25 13F Wealth Architects, LLC 127,010 3.41 3,730 15.95
2025-07-16 13F Signature Resources Capital Management, LLC 14,172 1.76 416 14.29
2025-08-13 13F Legacy Capital Wealth Partners, LLC 64,083 1,882
2025-07-16 13F Tru Independence Asset Management 2, Llc 8,162 0.00 240 12.21
2025-07-21 13F Cliftonlarsonallen Wealth Advisors, Llc 1,362,512 -4.77 40,017 6.75
2025-07-14 13F U.S. Capital Wealth Advisors, LLC 9,168 0.00 269 12.08
2025-08-05 13F Mission Wealth Management, Lp 21,948 30.00 645 45.70
2025-08-12 13F Ameritas Investment Partners, Inc. 4,028 1.26 118 13.46
2025-08-11 13F Cascade Wealth Advisors, Inc 24,288 733
2025-08-12 13F Change Path, LLC 58,473 0.58 1,717 12.74
2025-08-14 13F LaSalle St. Investment Advisors, LLC 34,063 -2.46 1
2025-07-03 13F Fiduciary Financial Group, Llc 52,428 21.84 1,541 45.56
2025-07-07 13F Global Wealth Strategies & Associates 517 15
2025-08-11 13F Principal Securities, Inc. 276 8
2025-08-14 13F Warren Averett Asset Management, LLC 9,066 4.31 266 17.18
2025-08-04 13F Hutchinson Capital Management/ca 57,734 1.83 1,696 14.14
2025-08-04 13F Savvy Advisors, Inc. 47,311 51.73 1,390 70.22
2025-08-08 13F Citizens Financial Group Inc/ri 26,421 65.67 776 85.85
2025-08-14 13F Cardiff Park Advisors, Llc 1,327,506 1.00 38,989 13.22
2025-08-05 13F Magnolia Capital Advisors Llc 110,217 -59.25 3,237 -54.32
2025-07-15 13F Vannoy Advisory Group, Inc. 51,148 -0.87 1,502 11.18
2025-05-14 13F Van Hulzen Asset Management, LLC 0 -100.00 0 -100.00
2025-08-14 13F Integrated Wealth Concepts LLC 338,488 -3.56 9,941 8.10
2025-07-18 13F Parkwoods Wealth Partners, LLC 35,556 18.08 1,044 32.49
2025-08-04 13F WNY Asset Management, LLC 9,523 280
2025-04-28 13F First Horizon Advisors, Inc. 0 -100.00 0 -100.00
2025-05-02 13F MB Generational Wealth, LLC 9,643 6.07 253 11.50
2025-07-17 13F Vermillion Wealth Management, Inc. 6,611 -8.85 194 2.11
2025-07-29 13F Level Wealth Management LLC 10,218 0.00 300 12.36
2025-07-07 13F Versant Capital Management, Inc 116,599 -1.08 3,425 10.88
2025-08-14 13F Ieq Capital, Llc 25,228 741
2025-07-10 13F Arbor Wealth Advisors LLC 7,267 213
2025-08-11 13F Ritter Daniher Financial Advisory LLC / DE 2,475 0.00 73 12.50
2025-08-12 13F Tumwater Wealth Management, LLC 2,230,808 2.08 65,519 14.43
2025-08-12 13F Legacy Financial Group, Inc. 623,712 2.08 18,318 14.44
2025-07-09 13F Archer Investment Management, LLC 7,750 -43.24 228 -36.41
2025-07-30 13F Jackson Thornton Asset Management, Llc 1,513,637 -1.42 44,622 12.12
2025-08-12 13F Steward Partners Investment Advisory, Llc 78,161 68.66 2,296 89.04
2025-07-11 13F Quad-Cities Investment Group, LLC 66,134 5.77 1,942 18.56
2025-07-16 13F Leading Edge Financial Planning LLC 31,062 -4.69 912 6.92
2025-08-13 13F Bare Financial Services, Inc 309 0.00 9 12.50
2025-08-14 13F Fmr Llc 39,080 54.22 1,148 73.00
2025-07-29 13F Rodgers & Associates, LTD 6,896 203
2025-08-11 13F CFS Investment Advisory Services, LLC 28,200 0.00 1
2025-08-15 13F Fft Wealth Management Llc 7,967 240
2025-07-25 13F RHS Financial, LLC 6,891 202
2025-07-31 13F Aspen Capital Management, LLC 193,678 1.97 5,688 14.31
2025-08-14 13F/A Skopos Labs, Inc. 13,017 241.38 382 285.86
2025-07-16 13F/A CX Institutional 1,346 0.00 0
2025-07-28 13F Morris Financial Concepts, Inc. 41,634 -0.42 1,223 11.60
2025-07-31 13F Intelligent Financial Strategies 35,705 0.00 1,049 12.09
2025-08-05 13F Dunhill Financial, LLC 0 -100.00 0
2025-07-25 13F Ruedi Wealth Management, Inc. 507,036 9.53 14,892 22.78
2025-07-29 13F Wealthstream Advisors, Inc. 37,983 -0.22 1,116 11.84
2025-07-21 13F Ameritas Advisory Services, LLC 1,807 53
2025-07-25 13F Concurrent Investment Advisors, LLC 7,423 218
2025-07-15 13F Evanson Asset Management, LLC 2,385,071 0.02 70,050 12.12
2025-07-29 13F BKD Wealth Advisors, LLC 257,910 -24.32 7,575 -15.17
2025-07-30 13F Forum Financial Management, LP 1,163,780 -3.61 34,180 8.05
2025-05-16 13F Coppell Advisory Solutions LLC 0 -100.00 0
2025-07-09 13F Dynamic Advisor Solutions LLC 34,607 -6.52 1,016 4.85
2025-08-08 13F Schwarz Dygos Wheeler Investment Advisors Llc 32,141 -4.12 944 7.52
2025-08-04 13F Waterfront Wealth Inc. 24,158 0.00 710 12.18
2025-08-08 13F Cetera Investment Advisers 622,109 34.85 18,271 51.17
2025-08-15 13F Captrust Financial Advisors 272,362 0.24 7,999 12.38
2025-05-12 13F Independent Advisor Alliance 0 -100.00 0
2025-07-22 13F David Wealth Management LLC 712,319 4.11 20,921 16.71
2025-05-14 13F Arizona PSPRS Trust 0 -100.00 0
2025-08-18 13F Geneos Wealth Management Inc. 11,395 -1.61 335 10.23
2025-07-28 13F Baker Boyer National Bank 1,688,504 -0.08 49,591 12.01
2025-08-13 13F Rsm Us Wealth Management Llc 60,483 48.33 1,776 66.29
2025-08-08 13F Cedar Wealth Management, LLC 4,709 0.00 138 12.20
2025-07-10 13F Waypoint Wealth Partners Inc. 66,899 -1.47 1,965 10.46
2025-07-22 13F Beacon Financial Advisory LLC 0 -100.00 0
2025-08-01 13F McCarthy Grittinger Financial Group, LLC 701,452 -1.18 20,602 10.78
2025-08-14 13F Visionary Wealth Advisors 148,944 2.51 4,374 14.92
2025-07-11 13F Ullmann Financial Group, Inc. 9,720 -15.87 285 -5.63
2025-08-14 13F Clarity Capital Advisors, LLC 45,092 0.54 1,324 12.68
2025-08-07 13F Parkside Financial Bank & Trust 18,336 0.00 539 12.08
2025-08-14 13F EP Wealth Advisors, Inc. 414,724 -24.80 12,180 -15.70
2025-07-31 13F Future You Wealth Llc 12,683 0.00 372 12.05
2025-07-29 13F Arista Wealth Management, LLC 41,683 1,224
2025-08-13 13F Annandale Capital, LLC 27,833 24.85 1
2025-07-07 13F New Capital Management LP 2,331,006 3.46 68,462 15.97
2025-07-31 13F Curio Wealth, Llc 35,075 159,331.82 1,030 14.44
2025-08-01 13F Clark Asset Management, LLC 35,693 13.19 1,048 26.88
2025-07-24 13F Vantage Point Financial LLC 210,494 -0.49 6,182 11.57
2025-08-14 13F Monograph Wealth Advisors, Llc 5,749,117 3.75 168,852 16.30
2025-08-14 13F Stifel Financial Corp 108,528 -2.44 3,187 9.37
2025-07-17 13F Willow Creek Wealth Management Inc. 298,494 -1.63 8,767 10.28
2025-07-29 13F Master's Wealth Management Inc. 1,326,523 2.50 38,960 14.90
2025-08-14 13F First Manhattan Co 15,952 0.00 469 12.23
2025-07-09 13F Fiduciary Alliance LLC 38,488 1,130
2025-07-30 13F Canvas Wealth Advisors, LLC 7,543 -37.30 224 -29.11
2025-08-07 13F Keystone Financial Services 14,202 -23.82 417 -14.55
2025-08-11 13F Traub Capital Management LLC 172 5
2025-08-13 13F Cresset Asset Management, LLC 34,211 -10.59 1,005 0.20
2025-08-13 13F M Holdings Securities, Inc. 444,374 1,821.04 13
2025-08-14 13F UBS Group AG 2,594,530 -1.64 76,201 10.26
2025-08-12 13F O'shaughnessy Asset Management, Llc 15,019 -21.35 441 -11.80
2025-07-15 13F Accurate Wealth Management, LLC 80,845 2,396
2025-07-18 13F Bridge Generations Wealth Management Llc 90,762 -18.64 2,666 -8.80
2025-07-25 13F Hassell Wealth Management, LLC 213,635 -2.24 6,473 15.71
2025-08-12 13F Integrated Advisors Network LLC 211,074 1.62 6,199 13.91
2025-07-31 13F Warburton Capital Management, LLC 1,115,577 0.53 33 13.79
2025-04-21 13F Nelson, Van Denburg & Campbell Wealth Management Group, LLC 0 -100.00 0
2025-07-15 13F BKA Wealth Consulting, Inc. 18,828 -3.18 553 8.45
2025-08-11 13F Copperleaf Capital, LLC 7,485 -4.42 220 6.83
2025-07-24 13F Ronald Blue Trust, Inc. 30,550 1.14 897 13.40
2025-08-14 13F Sei Investments Co 19,030 559
2025-08-19 13F Asset Dedication, LLC 2,118,305 -2.59 62,215 9.20
2025-07-25 13F Concord Asset Management, LLC/VA 141,439 4,154
2025-07-11 13F Great Waters Wealth Management 4,344,383 -0.26 127,595 11.81
2025-07-17 13F Poinciana Advisors Group, Llc 70,136 -1.07 2,060 10.88
2025-07-31 13F Washington Trust Advisors, Inc. 3,207 0.00 94 11.90
2025-07-07 13F RB Capital Management, LLC 17,985 -4.12 528 7.54
2025-07-16 13F Five Oceans Advisors 30,943 5.53 909 18.23
2025-07-24 13F JB Capital LLC 19,157 1.24 563 13.54
2025-08-08 13F Better Money Decisions, LLC 11,295 1.26 332 13.36
2025-07-16 13F Independent Wealth Network Inc. 19,310 0.00 567 12.28
2025-07-31 13F Silver Oak Advisory Group, Inc. 417,170 4.96 12 20.00
2025-08-04 13F Kovack Advisors, Inc. 9,520 0.00 280 12.05
2025-07-16 13F Moisand Fitzgerald Tamayo, LLC 306,541 -1.61 9,003 10.30
2025-07-21 13F Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 10,165 0.41 299 12.45
2025-07-24 13F Grand Wealth Management, Llc 507,877 -5.01 14,916 6.48
2025-08-06 13F Summit Wealth Group, LLC 140,543 -1.45 4 33.33
2025-08-08 13F Tortoise Investment Management, LLC 31,938 0.00 938 12.20
2025-08-14 13F Evercore Wealth Management, LLC 25,000 0.00 734 12.06
2025-08-14 13F Citadel Advisors Llc 0 -100.00 0
2025-07-22 13F Aquire Wealth Advisors, LLC 70,284 0.56 2,064 12.73
2025-08-05 13F Atlas Private Wealth Advisors 58,027 1,704
2025-08-14 13F Valley Forge Investment Consultants Inc Adv 15,016 -62.56 441 -58.00
2025-07-10 13F Cypress Point Wealth Management, LLC 48,565 4.50 1,426 17.17
2025-07-17 13F Dopkins Wealth Management, Llc 207,788 -5.60 6,103 5.81
2025-07-08 13F Zrc Wealth Management, Llc 1,621 5.67 48 17.50
2025-08-12 13F Franklin Resources Inc 416 12
2025-08-07 13F Factory Mutual Insurance Co 2,860,480 0.00 84,012 12.10
2025-08-12 13F BWM Planning, LLC 8,482 1.25 249 13.70
2025-08-13 13F Momentous Wealth Management, Inc. 748,690 3.43 21,989 15.95
2025-07-29 13F Orin Green Financial, LLC 8,786 0.00 258 13.66
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