Mga Batayang Estadistika
| Pemilik Institusional | 221 total, 221 long only, 0 short only, 0 long/short - change of 8.87% MRQ |
| Alokasi Portofolio Rata-rata | 1.0049 % - change of -0.96% MRQ |
| Saham Institusional (Jangka Panjang) | 28,677,151 (ex 13D/G) - change of 2.57MM shares 9.84% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 1,106,247 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF (US:DFSU) memiliki 221 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 28,677,151 saham. Pemegang saham terbesar meliputi Retirement Solution Inc., Quantum Financial Advisors, LLC, Awm Capital, Llc, Maseco Llp, Colony Group, LLC, Abacus Wealth Partners, LLC, Citrine Capital LLC, LongView Asset Management LLC, Vista Wealth Management Group, LLC, and Forum Financial Management, LP .
Struktur kepemilikan institusional Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF (ARCA:DFSU) 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 41.54 / share. Previously, on September 9, 2024, the share price was 35.23 / share. This represents an increase of 17.91% over that period.
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.
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-09 | 13F | Shore Point Advisors, LLC | 10,404 | -9.01 | 408 | -0.24 | ||||
| 2025-07-22 | 13F | Awm Capital, Llc | 2,259,010 | -26.04 | 88,666 | -18.93 | ||||
| 2025-07-11 | 13F | Quantum Financial Advisors, LLC | 2,399,411 | 5.22 | 94,177 | 15.32 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 195,108 | 40.81 | 7,658 | 54.34 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 34,298 | 150.13 | 1,346 | 174.13 | ||||
| 2025-07-14 | 13F | McGlone Suttner Wealth Management, Inc. | 7,313 | 287 | ||||||
| 2025-07-16 | 13F | MBE Wealth Management, LLC | 6,957 | 0.00 | 273 | 9.64 | ||||
| 2025-07-15 | 13F | Level Financial Advisors, Inc. | 61,734 | 6.45 | 2,423 | 16.71 | ||||
| 2025-08-08 | 13F | Truepoint, Inc. | 92,208 | 14.66 | 3,619 | 25.70 | ||||
| 2025-07-25 | 13F | Investment Advisory Group, LLC | 20,053 | 0.00 | 787 | 9.61 | ||||
| 2025-07-08 | 13F | Henrickson Nauta Wealth Advisors, Inc. | 24,692 | -22.60 | 969 | -9.35 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 6,768 | 0.03 | 266 | 9.50 | ||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 11,000 | 0.00 | 432 | 9.67 | ||||
| 2025-07-17 | 13F | XY Planning Network, Inc. | 27,907 | 260.79 | 1,095 | 296.74 | ||||
| 2025-08-05 | 13F | Bridgewater Advisors Inc. | 19,646 | -6.95 | 795 | 6.43 | ||||
| 2025-08-07 | 13F | Nwam Llc | 203,827 | -4.17 | 8,000 | 5.04 | ||||
| 2025-05-01 | 13F | Diversify Wealth Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Robinson Smith Wealth Advisors Llc | 6,451 | 1.11 | 253 | 10.96 | ||||
| 2025-07-23 | 13F | Morton Capital Management LLC/CA | 7,293 | 286 | ||||||
| 2025-07-30 | 13F | Towneley Capital Management, Inc / DE | 8,298 | 11.64 | 326 | 22.18 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 62,364 | 84.01 | 2,448 | 101.73 | ||||
| 2025-07-29 | 13F | Monument Group Wealth Advisors, LLC | 29,545 | 1.48 | 1,160 | 11.23 | ||||
| 2025-07-23 | 13F | Quarry Hill Advisors, Llc | 194,238 | 11.64 | 7,624 | 22.36 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 28,352 | 0.51 | 1,113 | 10.10 | ||||
| 2025-07-11 | 13F | Wolfstich Capital, LLC | 57,254 | -79.38 | 2,247 | -77.40 | ||||
| 2025-07-29 | 13F | Flagstone Financial Management | 28,675 | 86.71 | 1,125 | 104.92 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 29,426 | -10.52 | 1,155 | -2.45 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 151,056 | -21.33 | 5,929 | -13.77 | ||||
| 2025-08-12 | 13F | McGrath & Associates, Inc. | 13,518 | 9.64 | 531 | 20.18 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 1,868 | 73 | ||||||
| 2025-08-12 | 13F | MAI Capital Management | 138 | 5 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 6,767 | 5.08 | 266 | 15.22 | ||||
| 2025-07-16 | 13F | Jentner Corp | 52,231 | 5.78 | 2,050 | 15.95 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 4,193 | 0.00 | 165 | 9.33 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 12,788 | 45.29 | 502 | 59.05 | ||||
| 2025-04-11 | 13F | First Affirmative Financial Network | 15,442 | 553 | ||||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 73,200 | -0.21 | 2,968 | 12.86 | ||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 23,320 | -3.12 | 915 | 6.15 | ||||
| 2025-08-14 | 13F | Envision Financial Planning, LLC | 10,957 | 0.25 | 430 | 9.97 | ||||
| 2025-05-16 | 13F/A | Goldman Sachs Group Inc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-15 | 13F | Family Wealth Partners, Llc | 8,522 | 9.71 | 334 | 20.14 | ||||
| 2025-08-14 | 13F | Herold Advisors, Inc. | 5,251 | -7.83 | 206 | 0.98 | ||||
| 2025-07-22 | 13F | Gemmer Asset Management LLC | 5,868 | 230 | ||||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 51,498 | 12.76 | 2,021 | 23.61 | ||||
| 2025-08-14 | 13F | Monograph Wealth Advisors, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 79,479 | 19.57 | 3,120 | 31.05 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 9,553 | 0.25 | 375 | 9.68 | ||||
| 2025-08-01 | 13F | Equita Financial Network, Inc. | 78,949 | 56.17 | 3,099 | 71.16 | ||||
| 2025-08-07 | 13F | McClarren Financial Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Trellis Wealth Advisors LLC | 55,999 | -0.35 | 2,198 | 9.19 | ||||
| 2025-07-15 | 13F | Maseco Llp | 1,837,409 | 72,238 | ||||||
| 2025-08-08 | 13F | Laurel Wealth Planning LLC | 7,247 | 0.00 | 284 | 9.65 | ||||
| 2025-08-15 | 13F | North Ridge Wealth Advisors, Inc. | 29,542 | 4.33 | 1,160 | 14.30 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 704 | 0.00 | 28 | 8.00 | ||||
| 2025-07-29 | 13F | Fundamentun, Llc | 32,604 | 1,280 | ||||||
| 2025-07-31 | 13F | Trademark Financial Management, LLC | 5,699 | 1.86 | 224 | 11.50 | ||||
| 2025-07-31 | 13F | Orion Capital Management LLC | 22,790 | 2.07 | 895 | 11.89 | ||||
| 2025-08-11 | 13F | Morling Financial Advisors, LLC | 40,239 | 3.96 | 1,579 | 13.92 | ||||
| 2025-07-21 | 13F | Creative Capital Management Investments LLC | 17,347 | 0.80 | 681 | 10.39 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 217,472 | 9.45 | 8,621 | 25.00 | ||||
| 2025-08-07 | 13F | Retirement Solution Inc. | 5,443,674 | 0.33 | 213,664 | 9.97 | ||||
| 2025-04-15 | 13F | Michael A. Dubis Financial Planning, LLC | 7,253 | 0.00 | 260 | |||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 7,221 | 0.00 | 283 | 9.69 | ||||
| 2025-08-01 | 13F | Penobscot Wealth Management | 5,673 | 0.14 | 223 | 9.90 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 82,616 | 5.03 | 3 | 50.00 | ||||
| 2025-08-14 | 13F | C M Bidwell & Associates Ltd | 1,500 | 0.00 | 59 | 9.43 | ||||
| 2025-07-16 | 13F | TCI Wealth Advisors, Inc. | 80,014 | 55.68 | 3,141 | 70.65 | ||||
| 2025-08-04 | 13F | Hicks Capital Management Llc | 18,410 | -3.89 | 723 | 5.40 | ||||
| 2025-07-18 | 13F | Citrine Capital LLC | 1,083,004 | 8.97 | 42,508 | 19.44 | ||||
| 2025-08-05 | 13F | Astra Wealth Partners LLC | 7,715 | 303 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 1,473 | 18.41 | 58 | 31.82 | ||||
| 2025-07-16 | 13F | Strategic Investment Solutions, Inc. /IL | 96,191 | -41.44 | 3,776 | -35.77 | ||||
| 2025-07-28 | 13F | Delap Wealth Advisory, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 39,362 | -0.76 | 1,545 | 8.73 | ||||
| 2025-05-13 | 13F | UBS Group AG | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | Foster Group, Inc. | 13,907 | 4.50 | 546 | 14.50 | ||||
| 2025-08-14 | 13F | Pine Harbor Wealth Management, LLC | 15,797 | 0.06 | 620 | 9.73 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 183,789 | -7.82 | 7,214 | 1.02 | ||||
| 2025-05-12 | 13F | Townsquare Capital Llc | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | United Wealth Management, LLC | 52,000 | 1.75 | 2,041 | 11.53 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 39,677 | 1,557 | ||||||
| 2025-07-11 | 13F | Rockwood Wealth Management, LLC | 5,216 | 205 | ||||||
| 2025-07-22 | 13F | Verus Wealth Management, Llc | 6,600 | 0.00 | 259 | 9.75 | ||||
| 2025-08-07 | 13F | Cahill Financial Advisors Inc | 34,385 | 1.23 | 1,350 | 10.94 | ||||
| 2025-05-15 | 13F | Wealth Management Strategies, Inc. | 90,477 | 144.45 | 3,240 | 23,035.71 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 17,726 | -86.61 | 696 | -85.34 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 89,602 | 18.84 | 3,517 | 30.27 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 10,973 | 0.14 | 431 | 9.69 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 1,581 | 62 | ||||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 31,741 | 61.15 | 1,246 | 76.60 | ||||
| 2025-07-21 | 13F | Keystone Financial Group, Inc. | 8,394 | 0.25 | 335 | 12.08 | ||||
| 2025-08-11 | 13F | Foundation Wealth Management, LLC\PA | 59,342 | 0.03 | 2,329 | 9.65 | ||||
| 2025-08-12 | 13F | Triune Financial Partners, LLC | 279,197 | 10,958 | ||||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 266,092 | 76.65 | 10,444 | 93.62 | ||||
| 2025-08-06 | 13F | Geometric Wealth Advisors | 11,670 | 8.04 | 458 | 18.65 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 11,006 | 432 | ||||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 43,007 | 2.17 | 1,688 | 12.01 | ||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 20,260 | 0.00 | 726 | -5.48 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 5,271 | 207 | ||||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 33,157 | 0.00 | 1,301 | 9.60 | ||||
| 2025-07-18 | 13F | Heritage Financial Services, LLC | 339,438 | 7.51 | 13,323 | 17.83 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 4,002 | -1.11 | 157 | 9.03 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 54,328 | 2 | ||||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 1,920 | 0.00 | 75 | 10.29 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 4,713 | 0.00 | 185 | 9.52 | ||||
| 2025-07-30 | 13F | Mills Wealth Advisors LLC | 25,903 | 4.57 | 1,017 | 14.54 | ||||
| 2025-07-23 | 13F | Austin Asset Management Co Inc | 6,585 | 0.00 | 258 | 9.79 | ||||
| 2025-07-25 | 13F | LRI Investments, LLC | 3,514 | 2.78 | 138 | 12.30 | ||||
| 2025-08-07 | 13F | Alpha Financial Advisors, LLC | 6,671 | 262 | ||||||
| 2025-07-24 | 13F | Financial Connections Group, Inc. | 45,577 | 151.32 | 2 | |||||
| 2025-07-22 | 13F | Sutton Place Investors Llc | 6,567 | 1.97 | 258 | 11.74 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 1,824,110 | 50.06 | 71,596 | 64.48 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 300 | 12 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 19,061 | -0.77 | 748 | 8.88 | ||||
| 2025-08-08 | 13F | Pinney & Scofield, Inc. | 426 | 0.24 | 17 | 6.67 | ||||
| 2025-08-08 | 13F | RAM Investment Partners, LLC | 121,006 | 26.44 | 4,749 | 38.58 | ||||
| 2025-08-01 | 13F | Red Lighthouse Investment Management, Llc | 3,217 | -14.05 | 126 | -1.56 | ||||
| 2025-08-14 | 13F | Balanced Rock Investment Advisor | 23,297 | 10.43 | 914 | 21.06 | ||||
| 2025-08-11 | 13F | Root Financial Partners, LLC | 28,917 | -10.20 | 1,135 | -1.65 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 14,191 | 60.80 | 557 | 75.95 | ||||
| 2025-08-11 | 13F | von Borstel & Associates, Inc. | 25,974 | 4.02 | 1 | |||||
| 2025-08-14 | 13F | Freedom Financial Partners LLC | 17,833 | 22.01 | 700 | 33.65 | ||||
| 2025-07-23 | 13F | HTG Investment Advisors, Inc. | 5,775 | 227 | ||||||
| 2025-08-07 | 13F | Allworth Financial LP | 2,906 | -46.66 | 114 | -40.00 | ||||
| 2025-08-11 | 13F | Anfield Capital Management, LLC | 350 | 0.00 | 14 | 8.33 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 61,378 | -5.26 | 2,409 | 3.84 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 372,538 | -4.58 | 14,622 | 4.59 | ||||
| 2025-07-31 | 13F | Aspen Capital Management, LLC | 111,007 | 69.51 | 4,357 | 85.80 | ||||
| 2025-08-04 | 13F | Syverson Strege & Co | 92,392 | 0.09 | 3,626 | 9.71 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 407,806 | -1.19 | 16,296 | 10.26 | ||||
| 2025-07-16 | 13F | Signature Resources Capital Management, LLC | 2,812 | 6.56 | 110 | 17.02 | ||||
| 2025-08-07 | 13F | Addison Advisors LLC | 84,148 | 7.06 | 3,303 | 17.34 | ||||
| 2025-08-14 | 13F | Wealth Preservation Advisors, LLC | 3,245 | 0.00 | 127 | 9.48 | ||||
| 2025-08-11 | 13F | Babb Wealth Advisors LLC | 46,535 | 0.26 | 1,826 | 9.87 | ||||
| 2025-07-11 | 13F | Physician Wealth Solutions Inc. | 5,800 | 0.00 | 228 | 9.66 | ||||
| 2025-07-15 | 13F | Cordant, Inc. | 21,851 | 11.66 | 858 | 22.43 | ||||
| 2025-08-14 | 13F | Vista Capital Partners, Inc. | 45,256 | 1,776 | ||||||
| 2025-07-31 | 13F | Opes Wealth Management LLC | 17,776 | 0.42 | 698 | 10.11 | ||||
| 2025-07-18 | 13F | PBMares Wealth Management LLC | 5,732 | 225 | ||||||
| 2025-08-11 | 13F | WPWealth LLP | 28,863 | 0.03 | 1,133 | 9.58 | ||||
| 2025-08-11 | 13F | Compass Capital Corp /ma/ /adv | 46,689 | 4.04 | 1,886 | 28.84 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | SNS Financial Group, LLC | 7,199 | 14.52 | 283 | 25.33 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-25 | 13F | Wealth Architects, LLC | 200,646 | 41.88 | 7,875 | 55.51 | ||||
| 2025-07-17 | 13F | Willow Creek Wealth Management Inc. | 318,781 | -7.11 | 12,512 | 1.81 | ||||
| 2025-07-22 | 13F | Clarius Group, LLC | 11,591 | -12.59 | 455 | -4.22 | ||||
| 2025-07-16 | 13F | Blue Oak Capital, LLC | 149,230 | -29.73 | 5,857 | -22.97 | ||||
| 2025-07-11 | 13F | Colorado Capital Management, Inc. | 8,780 | 35.98 | 0 | |||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 339,357 | -3.30 | 13,320 | 3.82 | ||||
| 2025-08-04 | 13F | Hutchinson Capital Management/ca | 14,177 | 0.00 | 556 | 9.66 | ||||
| 2025-07-03 | 13F | Fiduciary Financial Group, Llc | 26,038 | 14.07 | 1,030 | 34.69 | ||||
| 2025-07-23 | 13F | Heck Capital Advisors, LLC | 12,731 | -0.04 | 500 | 9.43 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 7,991 | 10.91 | 321 | 24.03 | ||||
| 2025-07-24 | 13F | Wealth Advisors Northwest LLC | 39,577 | 9.36 | 1,553 | 19.83 | ||||
| 2025-07-15 | 13F | SJS Investment Consulting Inc. | 204,423 | 7.16 | 8,024 | 17.45 | ||||
| 2025-07-31 | 13F | LongView Asset Management LLC | 702,809 | 6.23 | 27,585 | 16.43 | ||||
| 2025-07-14 | 13F | Northland Capital Management LLC | 122,529 | 8.55 | 4,809 | 19.01 | ||||
| 2025-08-14 | 13F | Cardiff Park Advisors, Llc | 1,282 | 0.23 | 50 | 11.11 | ||||
| 2025-08-06 | 13F | North Capital, Inc. | 2,656 | -33.32 | 104 | -26.76 | ||||
| 2025-05-02 | 13F | MB Generational Wealth, LLC | 85,234 | -0.87 | 3,052 | -6.32 | ||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 33,826 | 11.77 | 1,328 | 22.53 | ||||
| 2025-07-25 | 13F | Acorn Creek Capital Llc | 6,039 | -12.21 | 237 | -3.66 | ||||
| 2025-08-11 | 13F | Rockbridge Investment Management, LCC | 67,784 | -11.66 | 2,661 | -3.17 | ||||
| 2025-08-15 | 13F | Keel Point, LLC | 20,212 | 0.00 | 793 | 9.68 | ||||
| 2025-07-14 | 13F | Abacus Wealth Partners, LLC | 1,234,428 | 26.97 | 48,451 | 39.17 | ||||
| 2025-07-25 | 13F | Ruedi Wealth Management, Inc. | 13,773 | 0.78 | 541 | 10.43 | ||||
| 2025-07-10 | 13F | Waypoint Wealth Partners Inc. | 191,470 | 50.94 | 7,515 | 65.46 | ||||
| 2025-08-01 | 13F | SYM FINANCIAL Corp | 120 | 0.00 | 5 | 0.00 | ||||
| 2025-04-14 | 13F | Greenspring Advisors, LLC | 12,767 | 0.00 | 457 | -5.38 | ||||
| 2025-07-28 | 13F | Morris Financial Concepts, Inc. | 11,627 | 3.29 | 456 | 13.15 | ||||
| 2025-08-13 | 13F | Parkworth Wealth Management, Inc. | 3,255 | 48.02 | 128 | 62.82 | ||||
| 2025-08-12 | 13F | Passive Capital Management, LLC. | 10,800 | 0.00 | 427 | 10.62 | ||||
| 2025-08-05 | 13F | Allodium Investment Consultants, LLC | 134,521 | 14.56 | 5,280 | 25.54 | ||||
| 2025-07-29 | 13F | BKD Wealth Advisors, LLC | 11,481 | 0.00 | 451 | 9.49 | ||||
| 2025-07-30 | 13F | Forum Financial Management, LP | 416,004 | 4.98 | 16,328 | 15.08 | ||||
| 2025-08-08 | 13F | Schwarz Dygos Wheeler Investment Advisors Llc | 26,961 | -3.36 | 1,058 | 5.91 | ||||
| 2025-07-17 | 13F | Elser Financial Planning, Inc | 206,613 | 8,157 | ||||||
| 2025-08-12 | 13F | BWM Planning, LLC | 5,477 | 215 | ||||||
| 2025-07-22 | 13F | Red Tortoise LLC | 4,765 | 0.00 | 187 | 10.00 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 8,374 | 329 | ||||||
| 2025-07-25 | 13F | Joel Adams & Associates, Inc. | 23,324 | 0.95 | 915 | 10.64 | ||||
| 2025-04-17 | 13F | Vista Wealth Management Group, LLC | 563,186 | -2.19 | 20,168 | -7.58 | ||||
| 2025-07-31 | 13F | Planning Center, Inc. | 207,386 | 6.01 | 8,140 | 16.19 | ||||
| 2025-08-08 | 13F | Rockefeller Capital Management L.P. | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Quadcap Wealth Management, LLC | 7,148 | 281 | ||||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 2,785 | 0.43 | 109 | 3.81 | ||||
| 2025-07-25 | 13F | Gibson Capital, LLC | 390,765 | -0.00 | 15,338 | 9.60 | ||||
| 2025-07-22 | 13F | Hill Island Financial Llc | 23,168 | -5.38 | 909 | 3.77 | ||||
| 2025-08-14 | 13F | Betterment LLC | 162,302 | 48.74 | 6 | 100.00 | ||||
| 2025-07-31 | 13F | Cardinal Point Capital Management, ULC | 183,755 | -0.10 | 7,212 | 9.51 | ||||
| 2025-08-05 | 13F | Integrity Wealth Solutions LLC | 5,782 | 1.71 | 227 | 11.33 | ||||
| 2025-07-31 | 13F | Curio Wealth, Llc | 4,688 | 117,100.00 | 184 | -1.60 | ||||
| 2025-08-12 | 13F | Martin Worley Group | 74,747 | -4.32 | 2,934 | 4.86 | ||||
| 2025-07-14 | 13F | Sellwood Investment Partners LLC | 38,736 | 1,520 | ||||||
| 2025-08-06 | 13F | True Wealth Design, LLC | 12,909 | 85.37 | 507 | 103.21 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Savant Capital, LLC | 41,262 | 7.37 | 1,620 | 17.66 | ||||
| 2025-08-06 | 13F | Longview Financial Advisors LLC | 47,760 | -15.85 | 1,875 | -7.78 | ||||
| 2025-07-15 | 13F | BKA Wealth Consulting, Inc. | 6,784 | 2.37 | 266 | 12.24 | ||||
| 2025-07-16 | 13F | Five Oceans Advisors | 116,060 | 40.48 | 4,555 | 53.99 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 81,257 | -3.59 | 3,189 | 5.67 | ||||
| 2025-07-21 | 13F | Quent Capital, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Glassman Wealth Services | 11,379 | 54.99 | 447 | 70.23 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 7,517 | 295 | ||||||
| 2025-07-17 | 13F | DiNuzzo Private Wealth, Inc. | 52,428 | 2.64 | 2,058 | 12.47 | ||||
| 2025-07-07 | 13F | New Capital Management LP | 272,556 | -13.18 | 10,698 | -4.85 | ||||
| 2025-08-08 | 13F | Creative Planning | 16,537 | 1.79 | 649 | 11.70 | ||||
| 2025-07-23 | 13F | Bellevue Asset Management, Llc | 3,292 | 0.24 | 129 | 10.26 | ||||
| 2025-07-31 | 13F | Silver Oak Advisory Group, Inc. | 5,626 | 0.25 | 0 | |||||
| 2025-05-15 | 13F | Old Mission Capital Llc | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | Bridge Generations Wealth Management Llc | 17,151 | 0.00 | 673 | 9.61 | ||||
| 2025-07-31 | 13F | Warburton Capital Management, LLC | 9,559 | 8.74 | 0 | |||||
| 2025-08-14 | 13F | Premier Financial Group | 73,461 | 2,998 | ||||||
| 2025-07-10 | 13F | Shira Ridge Wealth Management | 31,013 | -1.18 | 1,217 | 8.37 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 2,050 | 2.65 | 80 | 12.68 | ||||
| 2025-08-08 | 13F | Altiora Financial Group, LLC | 26,000 | 0.00 | 1,020 | 9.56 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 9,148 | 0.00 | 359 | 9.79 | ||||
| 2025-07-30 | 13F | EnRich Financial Partners LLC | 33,453 | -9.74 | 1,313 | -1.06 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 39,725 | 330.72 | 2 | |||||
| 2025-08-13 | 13F | RW Investment Management LLC | 37,122 | 2.08 | 1,457 | 11.90 | ||||
| 2025-07-23 | 13F | Elevate Wealth Advisory, Inc | 337 | 0.00 | 13 | 8.33 | ||||
| 2025-08-14 | 13F | Sterling Wealth Management, Inc. | 5,168 | -2.27 | 203 | 1.00 | ||||
| 2025-07-24 | 13F | Grand Wealth Management, Llc | 7,162 | 173.57 | 281 | 202.15 | ||||
| 2025-08-08 | 13F | Austin Wealth Management, LLC | 7,397 | -3.05 | 297 | 11.28 | ||||
| 2025-07-14 | 13F | BetterWealth, LLC | 59,857 | 0.50 | 2,349 | 10.18 | ||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 145,904 | 2,698.31 | 5,727 | 2,978.49 | ||||
| 2025-07-18 | 13F | Meritas Wealth Management, LLC | 21,599 | 0.00 | 848 | 9.57 | ||||
| 2025-07-18 | 13F | Tanager Wealth Management LLP | 27,921 | 8.26 | 1,096 | 18.63 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 27,950 | -8.71 | 1,097 | 0.09 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 13,353 | 0.00 | 524 | 9.62 | ||||
| 2025-07-18 | 13F | Ledgewood Wealth Advisors, LLC | 18,130 | 0.00 | 712 | 9.55 | ||||
| 2025-08-13 | 13F | Momentous Wealth Management, Inc. | 168,099 | 12.53 | 6,598 | 23.33 | ||||
| 2025-08-12 | 13F | Coston, McIsaac & Partners | 7,861 | 5.16 | 0 |
