Mga Batayang Estadistika
| Pemilik Institusional | 237 total, 237 long only, 0 short only, 0 long/short - change of 5.33% MRQ |
| Alokasi Portofolio Rata-rata | 0.1984 % - change of 1.61% MRQ |
| Saham Institusional (Jangka Panjang) | 6,481,055 (ex 13D/G) - change of 0.44MM shares 7.20% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 524,026 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
WisdomTree Trust - WisdomTree U.S. High Dividend Fund (US:DHS) memiliki 237 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 6,481,055 saham. Pemegang saham terbesar meliputi Cwm, Llc, Wells Fargo & Company/mn, LPL Financial LLC, Bank Of America Corp /de/, Cetera Investment Advisers, Linscomb & Williams, Inc., Morgan Stanley, Colony Group, LLC, Invenio Wealth Partners Llc, and Mb, Levis & Associates, Llc .
Struktur kepemilikan institusional WisdomTree Trust - WisdomTree U.S. High Dividend Fund (ARCA:DHS) 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 100.57 / share. Previously, on September 6, 2024, the share price was 90.81 / share. This represents an increase of 10.75% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Wick Capital Partners, LLC | 4,473 | 66.22 | 258 | -3.01 | ||||
| 2025-07-23 | 13F | REAP Financial Group, LLC | 68 | 0.00 | 7 | 0.00 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 312 | 26.32 | 30 | 20.83 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4,901 | -0.95 | 470 | -4.08 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 424 | 2.91 | 41 | 5.26 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 844,212 | -1.18 | 81 | -3.57 | ||||
| 2025-08-12 | 13F | Skopos Labs, Inc. | 1 | 0.00 | 0 | |||||
| 2025-08-13 | 13F | Capital Advisors Wealth Management, LLC | 3,697 | 3.76 | 355 | 0.28 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 3,621 | -10.28 | 348 | -7.71 | ||||
| 2025-08-29 | NP | EPS - WisdomTree U.S. LargeCap Fund N/A | 2,570 | -74.79 | 247 | -75.67 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 707 | 68 | ||||||
| 2025-07-29 | 13F | Monument Group Wealth Advisors, LLC | 4,119 | 0.00 | 395 | -3.19 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 3,217 | -2.13 | 309 | -5.23 | ||||
| 2025-04-30 | 13F | Allworth Financial LP | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | Fort Point Capital Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 100,221 | 20.72 | 9,621 | 16.85 | ||||
| 2025-08-04 | 13F | Linscomb & Williams, Inc. | 345,217 | -1.96 | 33,134 | -5.10 | ||||
| 2025-04-16 | 13F | Ferguson Wellman Capital Management, Inc | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 11,284 | 5.70 | 1,083 | 2.36 | ||||
| 2025-08-07 | 13F | Commerce Bank | 24,800 | -2.53 | 2,380 | -5.67 | ||||
| 2025-04-15 | 13F | Transform Wealth, LLC | 2,951 | 0.00 | 293 | 6.18 | ||||
| 2025-08-11 | 13F | CBIZ Investment Advisory Services, LLC | 167 | 0.00 | 16 | 0.00 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 3,194 | 0.38 | 307 | -2.55 | ||||
| 2025-07-22 | 13F | VAUGHAN & Co SECURITIES, INC. | 3,243 | 0.00 | 311 | -3.12 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 11,153 | -1.52 | 1,070 | -4.72 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 2,442 | 1.03 | 234 | -2.09 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 5 | 400.00 | 0 | |||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 3,009 | 361.50 | 289 | 350.00 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 375,540 | 0.60 | 36,044 | -2.63 | ||||
| 2025-08-27 | 13F | Barnes Wealth Management Group, Inc | 15,829 | 7.35 | 1,519 | 3.90 | ||||
| 2025-08-01 | 13F | First Command Advisory Services, Inc. | 698 | 0.00 | 67 | -4.35 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 4,501 | 0.00 | 432 | -2.92 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 282 | 0.00 | 27 | 0.00 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 4,214 | 0.00 | 404 | -3.12 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 267 | -34.88 | 26 | -37.50 | ||||
| 2025-07-24 | 13F | Edge Financial Advisors LLC | 3,089 | 1.01 | 296 | -2.31 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 18,981 | -8.30 | 1,822 | -11.26 | ||||
| 2025-08-08 | 13F | Creative Planning | 20,144 | 0.05 | 1,933 | -3.16 | ||||
| 2025-08-14 | 13F | Avant Capital LLC | 2,450 | -3.16 | 235 | -6.00 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 26 | 0.00 | 2 | 0.00 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 3,200 | 0.00 | 307 | -3.15 | ||||
| 2025-07-17 | 13F | Tempus Wealth Planning, LLC | 3,906 | 0.00 | 375 | -3.36 | ||||
| 2025-07-08 | 13F | Melone Private Wealth, LLC | 10,581 | 0.19 | 1,013 | -3.34 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 539 | 157.89 | 52 | 155.00 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 33,224 | 83.43 | 3,189 | 77.56 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 500 | 0.00 | 48 | -4.08 | ||||
| 2025-08-14 | 13F | Parvin Asset Management, LLC | 938 | 0.00 | 90 | -3.23 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 5,014 | 58.47 | 481 | 53.67 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 2,275 | -2.15 | 218 | -5.22 | ||||
| 2025-07-17 | 13F | Independence Bank of Kentucky | 1,000 | 0.00 | 96 | -4.04 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 136 | 0.00 | 13 | 0.00 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 22,145 | 9.52 | 2,125 | 5.99 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 423 | 0.95 | 41 | -2.44 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 4,957 | 0.00 | 476 | -3.26 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 2,505 | 0.00 | 240 | -3.23 | ||||
| 2025-05-15 | 13F | Newbridge Financial Services Group, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 11,909 | -1.22 | 1,143 | -4.35 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 31,455 | -34.16 | 3 | -25.00 | ||||
| 2025-08-12 | 13F | 17 Capital Partners, Llc | 2,209 | 212 | ||||||
| 2025-08-14 | 13F | Win Advisors, Inc | 0 | -100.00 | 0 | |||||
| 2025-05-07 | 13F | Foundations Investment Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 63,591 | 62.80 | 6,103 | 57.58 | ||||
| 2025-08-13 | 13F | Avestar Capital, LLC | 4,439 | 0.00 | 426 | -3.18 | ||||
| 2025-08-14 | 13F | Cardiff Park Advisors, Llc | 2,325 | 0.48 | 223 | -2.62 | ||||
| 2025-07-18 | 13F | TruNorth Capital Management, LLC | 800 | 0.00 | 77 | -3.80 | ||||
| 2025-07-23 | 13F | Citizens National Bank Trust Department | 939 | 0.00 | 90 | -3.23 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 6,543 | 59,381.82 | 628 | 62,600.00 | ||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 23,459 | -2.17 | 2,252 | -5.30 | ||||
| 2025-08-13 | 13F | M&t Bank Corp | 3,359 | 0.00 | 322 | -3.30 | ||||
| 2025-08-06 | 13F | Maltin Wealth Management, Inc. | 4,293 | 1.01 | 412 | -2.14 | ||||
| 2025-04-16 | 13F | Goldstone Financial Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Precedent Wealth Partners, Llc | 60,052 | -3.54 | 5,764 | -6.64 | ||||
| 2025-08-14 | 13F | Keebeck Wealth Management, LLC | 12,042 | 0.00 | 1,156 | -3.27 | ||||
| 2025-07-29 | 13F | Uhlmann Price Securities, Llc | 4,674 | -60.75 | 449 | -62.03 | ||||
| 2025-08-12 | 13F | Waterloo Capital, L.P. | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Atria Investments Llc | 4,247 | -1.14 | 408 | -4.24 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 405,319 | 9.57 | 38,902 | 6.05 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 1,200 | 0.00 | 115 | -2.54 | ||||
| 2025-08-07 | 13F | BOK Financial Private Wealth, Inc. | 1,182 | 10.78 | 113 | 7.62 | ||||
| 2025-08-14 | 13F | Fmr Llc | 6,148 | 22.45 | 590 | 18.71 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 2,396 | 230 | ||||||
| 2025-08-14 | 13F | West Coast Financial LLC | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 14,828 | 25.33 | 1,423 | 21.31 | ||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 17,257 | -0.24 | 1,656 | -3.44 | ||||
| 2025-04-14 | 13F | City Center Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Invenio Wealth Partners Llc | 206,980 | 2.69 | 19,866 | -0.61 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 33,896 | 465.78 | 3,243 | 453.41 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-21 | 13F | Crews Bank & Trust | 469 | 0.00 | 45 | -2.17 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 44,307 | -23.33 | 4,253 | -25.79 | ||||
| 2025-08-04 | 13F | Virtus Family Office LLC | 8,784 | -40.60 | 843 | -42.50 | ||||
| 2025-08-12 | 13F | J. L. Bainbridge & Co., Inc. | 2,306 | 0.00 | 221 | -3.07 | ||||
| 2025-07-23 | 13F | 1 North Wealth Services Llc | 95,355 | 9,152 | ||||||
| 2025-07-15 | 13F | Revisor Wealth Management LLC | 2,495 | 0.00 | 246 | -0.40 | ||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 1,096 | 21.10 | 105 | 17.98 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 4,016 | 385 | ||||||
| 2025-04-14 | 13F | Wedmont Private Capital | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Community Bank, N.A. | 14,340 | -0.87 | 1,376 | -4.04 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 665 | -36.97 | 64 | -39.42 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 2,505 | 0.00 | 240 | -3.23 | ||||
| 2025-04-24 | 13F | Bordeaux Wealth Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Schnieders Capital Management Llc | 3,340 | 0.00 | 321 | -3.32 | ||||
| 2025-04-10 | 13F | Iams Wealth Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 28,970 | 64.88 | 2,781 | 69.51 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 423,221 | -3.30 | 40,621 | -6.40 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 302,065 | -1.14 | 28,992 | -4.31 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 1,085 | 4.93 | 104 | 1.96 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 216,121 | 66.02 | 20,743 | 60.70 | ||||
| 2025-08-29 | 13F | Total Investment Management Inc | 129 | 12 | ||||||
| 2025-07-24 | 13F | MSH Capital Advisors LLC | 4,383 | 31.70 | 421 | 27.27 | ||||
| 2025-07-17 | 13F | Hanson & Doremus Investment Management | 135 | 0 | ||||||
| 2025-04-17 | 13F | Sound Income Strategies, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Botty Investors LLC | 21,825 | -5.83 | 2,095 | -8.88 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 600 | 58 | ||||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Comerica Bank | 7,636 | -55.20 | 733 | -56.69 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 309 | 0.00 | 30 | -3.33 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 3,908 | -1.59 | 0 | |||||
| 2025-08-06 | 13F | Savant Capital, LLC | 5,885 | 0.00 | 565 | -3.26 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 3,736 | -6.37 | 359 | -9.37 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 470 | 0.00 | 45 | -2.17 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 4,701 | 9.30 | 451 | 5.87 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 2,115 | -12.17 | 203 | -15.13 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 408 | 39 | ||||||
| 2025-08-14 | 13F | BancorpSouth Bank | 14,748 | -0.17 | 1,416 | -3.35 | ||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 600 | 0.00 | 59 | 5.36 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 2,287 | 220 | ||||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 4,845 | 0.00 | 465 | -3.12 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 2,087 | 200 | ||||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 309 | -28.47 | 30 | -30.95 | ||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 79,833 | -1.42 | 7,662 | -4.58 | ||||
| 2025-07-17 | 13F | KWB Wealth | 2,583 | -0.65 | 256 | 5.79 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 1,783 | 0.11 | 171 | -2.84 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 1,312 | 126 | ||||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 514 | 0.00 | 50 | 0.00 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 11,679 | -1.60 | 1,121 | -4.76 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 4,293 | -12.26 | 412 | -15.05 | ||||
| 2025-07-31 | 13F | Pacitti Group Inc. | 2,816 | 0.57 | 270 | -2.53 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 3,623 | 0.56 | 348 | -2.80 | ||||
| 2025-08-12 | 13F | Passive Capital Management, LLC. | 5,762 | 0.00 | 561 | -1.93 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 49,409 | 0.54 | 4,742 | -2.67 | ||||
| 2025-08-14 | 13F | UBS Group AG | 81,615 | 21.41 | 7,833 | 17.52 | ||||
| 2025-07-29 | 13F | ShoreHaven Wealth Partners, LLC | 6,684 | -61.49 | 642 | -62.75 | ||||
| 2025-07-15 | 13F | Axis Wealth Partners, LLC | 13,808 | -5.25 | 1,233 | -6.73 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 10,326 | -17.57 | 1,014 | -18.44 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 7,619 | 53.11 | 731 | 48.28 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 20,495 | -28.96 | 2 | -50.00 | ||||
| 2025-08-11 | 13F | One Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 12,465 | 7.68 | 1,196 | 4.27 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 2,514 | 0.00 | 241 | -3.21 | ||||
| 2025-07-29 | 13F | AssuredPartners Investment Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | Caldwell Securities, Inc | 2,456 | 18.88 | 236 | 15.20 | ||||
| 2025-07-18 | 13F | Cooper Financial Group | 3,082 | -17.08 | 296 | -19.84 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 100 | 0.00 | 10 | 0.00 | ||||
| 2025-07-14 | 13F | Friday Financial | 2,754 | 0.00 | 264 | -2.22 | ||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 8,301 | 0.08 | 1 | |||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 24,011 | 27.41 | 2,305 | 23.34 | ||||
| 2025-07-22 | 13F | Comprehensive Financial Consultants Institutional, Inc. | 2,993 | 287 | ||||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 216 | 0.00 | 21 | -4.76 | ||||
| 2025-07-22 | 13F | Gemmer Asset Management LLC | 2,201 | -23.42 | 211 | -25.70 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 5,290 | -9.77 | 1 | |||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 3,844 | 369 | ||||||
| 2025-04-03 | 13F | Central Pacific Bank - Trust Division | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 78,918 | 7.19 | 7,575 | 3.75 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 13,545 | 0.00 | 1,300 | -3.20 | ||||
| 2025-08-12 | 13F | Clearwater Capital Advisors, LLC | 6,084 | -4.88 | 584 | -8.04 | ||||
| 2025-05-01 | 13F | LRI Investments, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-17 | 13F | Halbert Hargrove Global Advisors, Llc | 1,102 | 9.33 | 106 | 6.06 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 986 | 0.00 | 95 | -3.09 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 11,102 | 3.69 | 1,066 | 0.38 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 3 | 0.00 | 0 | |||||
| 2025-08-12 | 13F | NFP Retirement, Inc. | 47,525 | 1.17 | 4,561 | -2.08 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 52,300 | 5.74 | 5,020 | 2.34 | ||||
| 2025-08-05 | 13F | Financial Sense Advisors, Inc. | 2,222 | -1.51 | 213 | -4.48 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 12 | 0.00 | 1 | 0.00 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 15,726 | 297.42 | 1,509 | 284.95 | ||||
| 2025-07-10 | 13F | Western Pacific Wealth Management, LP | 972 | -28.37 | 93 | -30.60 | ||||
| 2025-07-15 | 13F | Oxinas Partners Wealth Management LLC | 8,465 | -1.17 | 812 | -4.36 | ||||
| 2025-07-29 | 13F | TFC Financial Management | 4,780 | 3.24 | 459 | -0.22 | ||||
| 2025-07-14 | 13F | Opal Wealth Advisors, LLC | 456 | 0.00 | 44 | -4.44 | ||||
| 2025-04-03 | 13F | First Hawaiian Bank | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 42,636 | 18.51 | 4,092 | 14.72 | ||||
| 2025-07-28 | 13F | Frazier Financial Advisors, LLC | 472 | 1.07 | 45 | -2.17 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 5,151 | 55.15 | 494 | 50.15 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 120,395 | 607.04 | 11,556 | 584.54 | ||||
| 2025-05-05 | 13F | Lindbrook Capital, Llc | 2,205 | 0.00 | 219 | 6.34 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 1,159 | 0.00 | 111 | -2.63 | ||||
| 2025-07-09 | 13F | GSG Advisors LLC | 5,118 | 0.59 | 491 | 5.82 | ||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 10,076 | 3.90 | 967 | 0.62 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 215 | 21 | ||||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 18,846 | -43.57 | 1,869 | -40.07 | ||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 287 | 0.00 | 28 | -3.57 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 2,211 | 212 | ||||||
| 2025-07-25 | 13F | Tranquility Partners, LLC | 5,872 | 0.00 | 564 | -3.26 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 5,878 | 0.24 | 564 | -2.93 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 6,258 | 26.96 | 601 | 23.97 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 4,792 | -7.74 | 460 | -10.87 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 30,143 | 0.00 | 3 | 0.00 | ||||
| 2025-08-13 | 13F | JT Stratford LLC | 23,009 | 14.07 | 2,208 | 10.40 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 834 | 0.36 | 80 | -2.44 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 4,111 | 6.25 | 395 | 2.87 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 131,632 | 57.00 | 12,383 | 48.96 | ||||
| 2025-07-22 | 13F | Old National Bancorp /in/ | 2,886 | 0.00 | 277 | -3.50 | ||||
| 2025-07-29 | 13F | Interactive Financial Advisors | 5,904 | -0.72 | 567 | -3.90 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 9,956 | 37.31 | 956 | 32.82 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 246 | 0.82 | 24 | -4.17 | ||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 125 | 0.00 | 12 | -8.33 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 120 | 0.00 | 12 | 0.00 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 3,239 | 311 | ||||||
| 2025-05-01 | 13F | Fulcrum Equity Management | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 416 | 0.00 | 40 | -4.88 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 23,972 | 4.75 | 2,301 | 1.37 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 3,261 | -20.98 | 313 | -23.47 | ||||
| 2025-08-07 | 13F | Tilson Financial Group, Inc. | 3,494 | 0.90 | 0 | |||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 2,494 | -7.36 | 239 | -10.15 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 1,210 | -10.37 | 116 | -12.78 | ||||
| 2025-05-02 | 13F | Dakota Wealth Management | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 103,549 | 25.85 | 9,939 | 21.80 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 200 | 19 | ||||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 15,872 | 61.25 | 1,523 | 56.05 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 37,343 | 6.47 | 4 | 0.00 | ||||
| 2025-07-10 | 13F | Tompkins Financial Corp | 395 | 0.00 | 38 | -5.13 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 15,823 | -1.25 | 1,519 | -4.41 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 98 | 0.00 | 9 | 0.00 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | PBMares Wealth Management LLC | 34,902 | 1.48 | 3,350 | -1.79 | ||||
| 2025-07-22 | 13F | Relyea Zuckerberg Hanson LLC | 5,262 | 0.00 | 505 | -3.07 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 7,527 | 5.97 | 722 | 2.56 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 1,027 | 1.88 | 99 | -1.01 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 502,731 | -1.22 | 48,252 | -4.38 | ||||
| 2025-07-22 | 13F | Ffg Retirement Advisors Llc | 36,690 | 1.44 | 3,522 | -1.81 | ||||
| 2025-07-17 | 13F | Saxon Interests, Inc. | 10,922 | 0.00 | 1,083 | 0.00 | ||||
| 2025-04-18 | 13F | Optivise Advisory Services LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 4,805 | 461 | ||||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 7,997 | 0.48 | 768 | -2.79 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 49 | 5 | ||||||
| 2025-08-13 | 13F | Cerity Partners LLC | 3,000 | 288 | ||||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 2,238 | 0.00 | 215 | -3.17 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 95,099 | 1.00 | 9,128 | -2.24 | ||||
| 2025-08-14 | 13F | Fiduciary Trust Co | 4,195 | 0.00 | 403 | -3.13 | ||||
| 2025-07-23 | 13F | Mullooly Asset Management, Inc. | 3,228 | 0.97 | 310 | -2.22 | ||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 446 | -10.80 | 43 | -14.29 | ||||
| 2025-07-08 | 13F | Webster Bank, N. A. | 2,510 | 0.00 | 241 | -3.23 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 10,272 | -0.15 | 986 | -3.43 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 387 | 0.52 | 37 | -2.63 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 2,400 | -55.36 | 230 | -56.85 | ||||
| 2025-08-29 | NP | DEW - WisdomTree Global High Dividend Fund N/A | 701 | -11.49 | 67 | -14.10 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 7,583 | -6.19 | 728 | -9.24 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 2,192 | -2.53 | 214 | 4.39 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 8,947 | -2.41 | 865 | -4.84 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 34 | -51.43 | 3 | -50.00 | ||||
| 2025-08-27 | 13F | Stonebridge Wealth Management, LLC | 98,470 | 9,451 | ||||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 374 | 1.08 | 36 | -2.78 | ||||
| 2025-05-09 | 13F | Pathway Financial Advisers, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Nelson Capital Management, LLC | 4,945 | 0.00 | 475 | -3.27 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Vivaldi Capital Management, LLC | 2,664 | -6.53 | 256 | -9.57 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 3,273 | -70.22 | 314 | -71.17 | ||||
| 2025-07-11 | 13F | Elk River Wealth Management, LLC | 5,782 | -0.62 | 555 | -3.82 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | -100.00 | 0 | |||||
| 2025-07-02 | 13F | Lvm Capital Management Ltd/mi | 33,667 | -15.27 | 3 | 0.00 | ||||
| 2025-07-29 | 13F | Mb, Levis & Associates, Llc | 159,831 | 0.27 | 15,341 | -2.94 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 5,624 | 0.00 | 540 | -3.23 | ||||
| 2025-04-01 | 13F/A | Talon Private Wealth, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 34,509 | -0.84 | 3,408 | 5.91 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 31,120 | 603.75 | 2,987 | 581.74 |
Other Listings
| MX:DHS |
