Mga Batayang Estadistika
| Pemilik Institusional | 277 total, 277 long only, 0 short only, 0 long/short - change of 12.15% MRQ |
| Alokasi Portofolio Rata-rata | 0.8503 % - change of -3.73% MRQ |
| Saham Institusional (Jangka Panjang) | 157,377,044 (ex 13D/G) - change of 11.83MM shares 8.13% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 4,552,754 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
Dimensional ETF Trust - Dimensional International High Profitability ETF (US:DIHP) memiliki 277 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 157,377,044 saham. Pemegang saham terbesar meliputi Mercer Global Advisors Inc /adv, Envestnet Asset Management Inc, Savant Capital, LLC, Colony Group, LLC, Vista Wealth Management Group, LLC, Forum Financial Management, LP, Sequoia Financial Advisors, LLC, Clarius Group, LLC, Bank Of Montreal /can/, and HighTower Advisors, LLC .
Struktur kepemilikan institusional Dimensional ETF Trust - Dimensional International High Profitability ETF (BATS:DIHP) 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 30.12 / share. Previously, on September 6, 2024, the share price was 26.52 / share. This represents an increase of 13.60% 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 13D/G
Kami menyajikan pengajuan 13D/G secara terpisah dari pengajuan 13F karena perlakuan yang berbeda oleh SEC. Pengajuan 13D/G dapat diajukan oleh kelompok investor (dengan satu pemimpin), sedangkan pengajuan 13F tidak bisa. Hal ini mengakibatkan situasi di mana seorang investor dapat mengajukan 13D/G yang melaporkan satu nilai untuk total saham (mewakili semua saham yang dimiliki oleh kelompok investor), tetapi kemudian mengajukan 13F yang melaporkan nilai yang berbeda untuk total saham (mewakili kepemilikan mereka sendiri). Ini berarti bahwa kepemilikan saham dari pengajuan 13D/G dan pengajuan 13F seringkali tidak dapat dibandingkan secara langsung, sehingga kami menyajikannya secara terpisah.
Catatan: Mulai 16 Mei 2021, kami tidak lagi menampilkan pemilik yang belum mengajukan 13D/G dalam setahun terakhir. Sebelumnya, kami menampilkan riwayat lengkap pengajuan 13D/G. Secara umum, entitas yang diwajibkan untuk mengajukan pengajuan 13D/G harus mengajukan setidaknya setiap tahun sebelum mengirimkan pengajuan penutupan. Namun, terkadang dana keluar dari posisi tanpa mengirimkan pengajuan penutupan (misalnya, mereka menghentikan operasi), sehingga menampilkan riwayat lengkap terkadang menyebabkan kebingungan tentang kepemilikan saat ini. Untuk mencegah kebingungan, kami sekarang hanya menampilkan pemilik 'saat ini' - yaitu - pemilik yang telah mengajukan dalam setahun terakhir.
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| Tanggal File | Formulir | Investor | Sebelumnya Saham |
Terbaru Saham |
Δ Saham (Persen) |
Kepemilikan (Persen) |
Δ Pagmamay-ari (Persen) |
|
|---|---|---|---|---|---|---|---|---|
| 2025-08-07 | Savant Capital, LLC | 23,936,337 | 18.02 |
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
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| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-31 | 13F | Brighton Jones Llc | 13,453 | 8.54 | 397 | 18.92 | ||||
| 2025-08-05 | 13F | Centennial Bank/AR/ | 10,961 | -53.61 | 323 | -49.21 | ||||
| 2025-07-28 | 13F | RCS Financial Planning, LLC | 19,586 | -22.21 | 578 | -14.90 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 21,862 | -10.40 | 645 | -1.98 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 14,905 | 13.54 | 440 | 24.01 | ||||
| 2025-08-05 | 13F | Integrity Financial Corp /WA | 34 | 0.00 | 1 | |||||
| 2025-08-18 | 13F/A | Kestra Investment Management, LLC | 1,840,775 | 54,284 | ||||||
| 2025-07-22 | 13F | Awm Capital, Llc | 7,360 | 217 | ||||||
| 2025-07-17 | 13F | Applied Capital LLC | 145,384 | -0.40 | 4,287 | 9.03 | ||||
| 2025-08-12 | 13F | Intrepid Capital Management Inc | 60,631 | -8.50 | 1,788 | 0.17 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 64,431 | 9.20 | 1,900 | 19.57 | ||||
| 2025-07-29 | 13F | Aspiriant, Llc | 39,901 | 0.00 | 1,177 | 9.50 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 24,448 | -2.38 | 716 | 6.08 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 65,478 | 9.32 | 1,925 | 18.53 | ||||
| 2025-08-12 | 13F | Tableaux Llc | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 403 | 1,200.00 | 12 | |||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 9,874 | -11.27 | 283 | -5.35 | ||||
| 2025-07-31 | 13F | Topsail Wealth Management, LLC | 1,135 | 1.07 | 33 | 10.00 | ||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 1,450 | 0.00 | 43 | 7.69 | ||||
| 2025-04-15 | 13F | Paladin Advisory Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-07 | 13F | Discipline Wealth Solutions, LLC | 6,859 | 202 | ||||||
| 2025-07-10 | 13F | Websterrogers Financial Advisors, Llc | 537,932 | 0.92 | 15,864 | 10.47 | ||||
| 2025-07-17 | 13F | Northwest Wealth Management, Llc | 165,485 | 2.88 | 4,880 | 12.62 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 1,443,876 | -2.58 | 42,580 | 6.64 | ||||
| 2025-07-22 | 13F | Firethorn Wealth Partners, Llc | 23,759 | -5.41 | 701 | 3.55 | ||||
| 2025-08-12 | 13F | Landing Point Financial Group, LLC | 13,954 | 21.47 | 412 | 33.01 | ||||
| 2025-08-14 | 13F | Sentinel Wealth Management, Inc. | 36,041 | 1 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 25,252,358 | 11.71 | 744,692 | 22.28 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 12,006 | 354 | ||||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 296,694 | 12.13 | 8,750 | 22.74 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 6,055 | 0.00 | 179 | 21.09 | ||||
| 2025-07-11 | 13F | Andrews, Lucia Wealth Management Llc | 29,268 | 2.77 | 863 | 20.19 | ||||
| 2025-07-22 | 13F | Gemmer Asset Management LLC | 11,720 | 11.61 | 346 | 22.34 | ||||
| 2025-08-05 | 13F | Bridgewater Advisors Inc. | 771,597 | -6.88 | 22,554 | -2.02 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 12 | 0 | ||||||
| 2025-07-14 | 13F | Shearwater Capital LLC | 6,978 | 206 | ||||||
| 2025-07-14 | 13F | Maryland Capital Advisors Inc. | 19,558 | 18.93 | 577 | 30.02 | ||||
| 2025-08-15 | 13F | Binnacle Investments Inc | 133,407 | 2.24 | 3,934 | 11.92 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 48,891 | -20.10 | 1,442 | -12.56 | ||||
| 2025-07-29 | 13F | Two West Capital Advisors LLC | 34,992 | 0.62 | 1,041 | 14.02 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 378,587 | -12.80 | 11,165 | -4.55 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 6,894 | 203 | ||||||
| 2025-08-07 | 13F | Nwam Llc | 31,763 | -4.47 | 937 | 4.58 | ||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 58,322 | 12.25 | 1,720 | 22.87 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 10,828 | -14.45 | 319 | -6.18 | ||||
| 2025-07-09 | 13F | Market Street Wealth Management Advisors Llc | 486,699 | 1.20 | 14,353 | 10.77 | ||||
| 2025-07-10 | 13F | Voisard Asset Management Group, Inc. | 222,066 | 11.76 | 6,549 | 22.35 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 126,046 | -4.14 | 3,717 | 4.94 | ||||
| 2025-08-14 | 13F | Envision Financial Planning, LLC | 390,041 | -2.30 | 11,502 | 6.96 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 7,351 | 217 | ||||||
| 2025-07-15 | 13F | Great Oak Capital Partners, Llc | 671,718 | 5.53 | 19,749 | 23.60 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 4,384,277 | 1.51 | 129,292 | 11.11 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 94,606 | 14.04 | 2,790 | 24.84 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 22,481 | 52.94 | 663 | 67.59 | ||||
| 2025-08-14 | 13F | Navigoe, LLC | 200,046 | 67.65 | 6 | 66.67 | ||||
| 2025-07-17 | 13F | Archford Capital Strategies, LLC | 98,344 | 25.99 | 2,900 | 37.96 | ||||
| 2025-07-15 | 13F | Family Wealth Partners, Llc | 315,038 | 2.18 | 9,290 | 11.85 | ||||
| 2025-07-25 | 13F | Tranquility Partners, LLC | 10,773 | 3.42 | 318 | 13.21 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 2,226,611 | -1.67 | 65,663 | 7.64 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 431,564 | -64.94 | 12,727 | -61.62 | ||||
| 2025-07-21 | 13F | Matauro, Llc | 8,267 | 1.09 | 244 | 10.45 | ||||
| 2025-07-11 | 13F | Diversified Trust Co | 7,500 | 0.00 | 221 | 9.41 | ||||
| 2025-07-17 | 13F | Claris Advisors, Llc / Mo / | 239,294 | -1.42 | 7,057 | 7.91 | ||||
| 2025-08-12 | 13F | Bedel Financial Consulting, Inc. | 9,172 | 0.22 | 270 | 4.65 | ||||
| 2025-08-14 | 13F | Wetherby Asset Management Inc | 17,189 | -4.03 | 507 | 12.20 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 1,027,563 | 9.52 | 30 | 20.00 | ||||
| 2025-07-31 | 13F | City State Bank | 16,500 | 9,066.67 | 487 | 12,050.00 | ||||
| 2025-04-17 | 13F | Vista Wealth Management Group, LLC | 6,458,111 | 1.92 | 173,982 | 8.83 | ||||
| 2025-07-16 | 13F | TCI Wealth Advisors, Inc. | 995,438 | 16.57 | 29,355 | 27.60 | ||||
| 2025-07-15 | 13F | Maseco Llp | 4,751 | 140 | ||||||
| 2025-07-16 | 13F | Midwest Heritage Bank, FSB | 67,856 | -0.07 | 2,001 | 9.40 | ||||
| 2025-07-24 | 13F | Callan Family Office, LLC | 32,750 | 0.00 | 966 | 9.41 | ||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 5,221 | 0.00 | 154 | 9.29 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1,618 | -57.64 | 48 | -53.92 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 4,146 | 0.24 | 122 | 9.91 | ||||
| 2025-07-29 | 13F | Schubert & Co | 47,240 | -14.88 | 1,393 | -6.82 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 345,714 | 4.21 | 10,195 | 14.09 | ||||
| 2025-04-17 | 13F | Retirement Solution Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-21 | 13F | 25 Llc | 8,519 | 3.17 | 251 | 13.06 | ||||
| 2025-07-30 | 13F | Drive Wealth Management, Llc | 54,013 | 3.87 | 1,593 | 13.71 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 3,023 | 142.62 | 89 | 169.70 | ||||
| 2025-08-14 | 13F | Bragg Financial Advisors, Inc | 17,799 | 525 | ||||||
| 2025-05-12 | 13F | Providence First Trust Co | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 49,323 | 21.58 | 1,455 | 33.15 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 14,497 | 4,042.00 | 428 | 4,644.44 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 172,169 | 10.66 | 5,077 | 21.14 | ||||
| 2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | Truist Financial Corp | 25,456 | -0.31 | 751 | 9.17 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 11,893 | 0.00 | 351 | 9.38 | ||||
| 2025-07-22 | 13F | McElhenny Sheffield Capital Management, LLC | 103,000 | 103 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 186,072 | -12.25 | 5 | 0.00 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 9,332 | 3.07 | 0 | |||||
| 2025-08-14 | 13F | Mariner, LLC | 378,054 | 40.00 | 11,149 | 53.26 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 168,825 | 2.93 | 5,066 | 9.63 | ||||
| 2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 16,404 | 484 | ||||||
| 2025-07-17 | 13F | Oceanside Advisors LLC | 272,613 | -0.08 | 8,039 | 9.39 | ||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 25,605 | 755 | ||||||
| 2025-07-17 | 13F | Lauterbach Financial Advisors, LLC | 11,245 | 332 | ||||||
| 2025-07-29 | 13F | Ifrah Financial Services, Inc. | 13,555 | 1.67 | 400 | 11.14 | ||||
| 2025-07-14 | 13F | Foster Group, Inc. | 1,213,688 | -2.23 | 35,792 | 7.02 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 4,585 | 0.00 | 135 | 9.76 | ||||
| 2025-08-06 | 13F | Spurstone Advisory Services, LLC | 67 | 0.00 | 2 | 0.00 | ||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 25,786 | 1.39 | 760 | 10.95 | ||||
| 2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 18,577 | 4.98 | 548 | 14.92 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 326,621 | 3.01 | 9,632 | 12.76 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 169,298 | 41.23 | 4,993 | 54.60 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 157,604 | 1,268.21 | 4,648 | 1,399.03 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 32 | -96.88 | 1 | -100.00 | ||||
| 2025-08-14 | 13F | Comerica Bank | 1,524 | -0.65 | 45 | 7.32 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 1,245,030 | 65.71 | 36,716 | 81.40 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 930,719 | 31.48 | 27,224 | 48.14 | ||||
| 2025-08-13 | 13F | United Wealth Management, LLC | 320,686 | -0.21 | 9,457 | 9.24 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 201,288 | 1.58 | 5,936 | 11.18 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 2,250 | 0.00 | 66 | 10.00 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 5,144 | 0.00 | 152 | 9.42 | ||||
| 2025-08-13 | 13F | Millstone Evans Group, LLC | 1,159 | -64.66 | 34 | -61.36 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 12,915,929 | 102.50 | 380,891 | 121.66 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 199,066 | -0.69 | 5,870 | 8.70 | ||||
| 2025-08-11 | 13F | Foundation Wealth Management, LLC\PA | 124,502 | 16.72 | 3,672 | 27.78 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 16,001 | -27.30 | 472 | -20.44 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 4,945 | -68.70 | 146 | -65.88 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 56,264 | 84.65 | 1,659 | 102.32 | ||||
| 2025-07-08 | 13F | Dover Advisors, Llc | 9,729 | 2.64 | 287 | 12.16 | ||||
| 2025-07-30 | 13F | Mills Wealth Advisors LLC | 354,680 | 9.54 | 10,459 | 19.92 | ||||
| 2025-08-04 | 13F | Capital Performance Advisors Llp | 19,313 | -4.66 | 570 | 4.40 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 194 | 0.00 | 6 | 0.00 | ||||
| 2025-07-23 | 13F | Abel Hall, LLC | 104,878 | -3.12 | 3,093 | 6.04 | ||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 23,575 | -1.25 | 635 | 5.48 | ||||
| 2025-07-28 | 13F | Strategent Financial, LLC | 43,268 | 14.89 | 1,276 | 25.74 | ||||
| 2025-07-29 | 13F | Angeles Wealth Management, Llc | 4,565 | -46.68 | 135 | -41.74 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 18,783 | 59.87 | 506 | 70.95 | ||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 283,031 | -34.03 | 8,347 | -27.79 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 105,561 | 462.00 | 3,113 | 515.02 | ||||
| 2025-07-16 | 13F | Strategic Investment Solutions, Inc. /IL | 48,639 | 509.51 | 1,434 | 570.09 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 85,143 | -14.69 | 3 | 0.00 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 12,196 | 0.00 | 360 | 9.45 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 97,295 | 13.28 | 2,869 | 24.04 | ||||
| 2025-08-07 | 13F | Efficient Advisors, LLC | 559,512 | -0.57 | 16,500 | 8.83 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 16,998 | 0.00 | 501 | 9.63 | ||||
| 2025-08-01 | 13F | Heritage Wealth Management, Inc./Texas | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 63,053 | 3.62 | 1,859 | 13.42 | ||||
| 2025-07-22 | 13F | Sutton Place Investors Llc | 36,049 | 13.00 | 1,063 | 23.75 | ||||
| 2025-07-09 | 13F | High Probability Advisors, LLC | 1,144,646 | -6.89 | 33,756 | 1.92 | ||||
| 2025-08-07 | 13F | Sollinda Capital Management LLC | 25,036 | 20.01 | 738 | 31.55 | ||||
| 2025-07-29 | 13F | Unison Advisors LLC | 10,448 | 0.91 | 308 | 10.79 | ||||
| 2025-08-08 | 13F | Pinney & Scofield, Inc. | 82,337 | 8.23 | 2,428 | 18.50 | ||||
| 2025-07-22 | 13F | Clarius Group, LLC | 2,888,479 | 0.79 | 85,181 | 10.34 | ||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 32 | 0.00 | 1 | |||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 166 | 5 | ||||||
| 2025-08-14 | 13F | DecisionPoint Financial, LLC | 1,036 | 1.07 | 31 | 11.11 | ||||
| 2025-07-23 | 13F | Austin Asset Management Co Inc | 80,809 | 9.53 | 2,383 | 19.93 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 2,352,865 | 4.54 | 69,386 | 14.44 | ||||
| 2025-08-11 | 13F | von Borstel & Associates, Inc. | 462,206 | 0.04 | 13 | 8.33 | ||||
| 2025-07-14 | 13F | Friday Financial | 60,606 | -16.83 | 1,787 | -9.29 | ||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 410,683 | 18.60 | 12,111 | 29.83 | ||||
| 2025-07-07 | 13F | Kings Path Partners LLC | 130 | -24.86 | 4 | -25.00 | ||||
| 2025-08-08 | 13F | RAM Investment Partners, LLC | 9,300 | 274 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 318,748 | -3.73 | 9,400 | 5.38 | ||||
| 2025-07-28 | 13F | Wealthspan Partners, Llc | 35,685 | 16.56 | 1,052 | 27.67 | ||||
| 2025-08-13 | 13F | Virtue Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Tru Independence Asset Management 2, Llc | 30,580 | -5.14 | 902 | 3.80 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 5,930 | 0.00 | 175 | 9.43 | ||||
| 2025-08-05 | 13F | Hutchens & Kramer Investment Management Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | PBMares Wealth Management LLC | 296,255 | 4.40 | 8,737 | 14.29 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 24,378 | -0.83 | 719 | 8.46 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 2,224,139 | 9.30 | 65,590 | 19.64 | ||||
| 2025-07-17 | 13F | SC&H Financial Advisors, Inc. | 59,296 | 0.19 | 1,749 | 9.66 | ||||
| 2025-07-23 | 13F | First Financial Group Corp | 8,612 | 254 | ||||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 855,214 | 112.11 | 25,220 | 132.19 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 29,065 | -7.93 | 857 | 0.82 | ||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 1,216 | 0.00 | 36 | 9.38 | ||||
| 2025-07-15 | 13F | Vestment Financial LLC | 119,328 | 7.27 | 3,525 | 17.11 | ||||
| 2025-08-13 | 13F | Satovsky Asset Management Llc | 1,697,956 | 0.87 | 50,073 | 10.42 | ||||
| 2025-08-14 | 13F | Aprio Wealth Management, LLC | 2,180,301 | 2.14 | 64,297 | 11.81 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 161,725 | 56.07 | 4,769 | 70.87 | ||||
| 2025-07-23 | 13F | HMV Wealth Advisors, LLC | 96,595 | -4.74 | 2,849 | 4.28 | ||||
| 2025-07-16 | 13F | Blue Oak Capital, LLC | 138,645 | -23.52 | 4,089 | -16.28 | ||||
| 2025-07-17 | 13F | CogentBlue Wealth Advisors, LLC | 217,593 | -0.59 | 6,417 | 8.82 | ||||
| 2025-07-17 | 13F | Mattern Wealth Management LLC | 9,218 | -5.15 | 272 | 3.83 | ||||
| 2025-04-28 | 13F | Milestone Investment Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 3,291 | -1.17 | 97 | 8.99 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 9,702 | -8.04 | 287 | 0.70 | ||||
| 2025-08-11 | 13F | Cascade Wealth Advisors, Inc | 20,948 | 616 | ||||||
| 2025-07-14 | 13F | Brady Martz Wealth Solutions, LLC | 257,652 | 67.32 | 7,598 | 83.17 | ||||
| 2025-07-18 | 13F | Benchmark Wealth Management, LLC | 20,652 | 45.05 | 609 | 59.01 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 309,918 | -1.30 | 9,139 | 8.04 | ||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 12,078 | -7.14 | 356 | 1.71 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 0 | -100.00 | 0 | ||||
| 2025-04-15 | 13F | Corrigan Financial, Inc. | 585,894 | 15,784 | ||||||
| 2025-07-03 | 13F | Fiduciary Financial Group, Llc | 241,724 | 5.89 | 7,126 | 22.10 | ||||
| 2025-08-14 | 13F | UBS Group AG | 22,951 | -66.49 | 677 | -63.36 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 110,156 | 3 | ||||||
| 2025-08-04 | 13F | Hutchinson Capital Management/ca | 86,952 | 7.85 | 2,564 | 18.05 | ||||
| 2025-07-03 | 13F | CPA Asset Management LLC | 302,448 | -1.61 | 8,919 | 7.70 | ||||
| 2025-08-13 | 13F | M Holdings Securities, Inc. | 42,019 | 1 | ||||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 23,514 | 693 | ||||||
| 2025-07-28 | 13F | Delap Wealth Advisory, Llc | 11,020 | -63.69 | 325 | -60.34 | ||||
| 2025-07-09 | 13F | GEM Asset Management, LLC | 11,168 | -0.97 | 327 | 7.24 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 23,936,337 | 14.20 | 705,883 | 25.01 | ||||
| 2025-08-14 | 13F | Cardiff Park Advisors, Llc | 21,135 | 0.13 | 623 | 9.68 | ||||
| 2025-07-25 | 13F | Index Fund Advisors, Inc. | 13,957 | 8.16 | 412 | 18.44 | ||||
| 2025-07-22 | 13F | Noble Family Wealth, LLC | 8,181 | 241 | ||||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 595 | 0 | ||||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 8,600 | 254 | ||||||
| 2025-08-14 | 13F | Fmr Llc | 8,275 | -7.66 | 244 | 1.24 | ||||
| 2025-07-23 | 13F | Tcfg Wealth Management, Llc | 11,042 | 4.28 | 326 | 14.04 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 23,882 | -69.85 | 704 | -67.01 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 1,103 | 33 | ||||||
| 2025-07-24 | 13F | Wealth Advisors Northwest LLC | 160,009 | 0.12 | 4,719 | 9.59 | ||||
| 2025-05-02 | 13F | MB Generational Wealth, LLC | 204,511 | 0.88 | 5,510 | 7.72 | ||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 119,800 | -6.44 | 3,533 | 2.41 | ||||
| 2025-07-10 | 13F | Fortress Wealth Management, Inc. | 364,486 | 2.43 | 10,749 | 12.13 | ||||
| 2025-07-21 | 13F | Triad Wealth Partners, LLC | 7,675 | 226 | ||||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 59,581 | 4.60 | 1,757 | 14.54 | ||||
| 2025-05-13 | 13F | Quadrature Capital Ltd | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 10,695 | 32.99 | 315 | 45.83 | ||||
| 2025-07-22 | 13F | Team Financial Group, LLC | 330 | 10 | ||||||
| 2025-07-30 | 13F | Jackson Thornton Asset Management, Llc | 67,582 | 3.40 | 1,990 | 13.01 | ||||
| 2025-08-01 | 13F | Austin Private Wealth, LLC | 29,664 | 31.41 | 875 | 43.75 | ||||
| 2025-08-13 | 13F | Daner Wealth Management, LLC | 20,672 | -6.91 | 613 | 3.73 | ||||
| 2025-08-13 | 13F | Parkworth Wealth Management, Inc. | 1,849 | 55 | ||||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 19,046 | 6.04 | 562 | 15.43 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 4,537 | 0.00 | 134 | 9.02 | ||||
| 2025-07-11 | 13F | Quad-Cities Investment Group, LLC | 7,218 | 213 | ||||||
| 2025-08-04 | 13F | Waterfront Wealth Inc. | 141,280 | 8.79 | 4,166 | 19.10 | ||||
| 2025-07-21 | 13F | Yeomans Consulting Group, Inc. | 110,951 | 4.50 | 3,271 | 14.34 | ||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 97,370 | 3.48 | 2,871 | 13.25 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 7,265 | 214 | ||||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 54,252 | -14.68 | 1,600 | -0.31 | ||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 8,687 | 256 | ||||||
| 2025-04-25 | 13F | Ameritas Advisory Services, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | CNB Bank | 1,854 | 0.00 | 55 | 10.20 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 1,087 | 1.12 | 32 | 14.29 | ||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 95,327 | 15.66 | 2,811 | 26.62 | ||||
| 2025-08-07 | 13F | PFG Advisors | 86,550 | 7.44 | 2,552 | 17.60 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 13,708 | 404 | ||||||
| 2025-08-14 | 13F | Betterment LLC | 47,597 | 23.61 | 1 | 0.00 | ||||
| 2025-07-11 | 13F | Kaufman Rossin Wealth, LLC | 190,974 | 12.38 | 5,632 | 23.00 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 271,247 | 0.48 | 7,999 | 10.00 | ||||
| 2025-07-25 | 13F | Astoria Portfolio Advisors LLC. | 9,960 | 0.00 | 297 | 9.59 | ||||
| 2025-08-07 | 13F | Timonier Family Office, LTD. | 265,197 | 12.41 | 7,821 | 23.05 | ||||
| 2025-07-15 | 13F | Fortitude Family Office, LLC | 510 | 15 | ||||||
| 2025-07-16 | 13F | Meredith Wealth Planning | 435,299 | 2.55 | 12,837 | 12.25 | ||||
| 2025-07-17 | 13F | DiNuzzo Private Wealth, Inc. | 666,785 | -0.23 | 19,663 | 9.21 | ||||
| 2025-07-29 | 13F | Grunden Financial Advisory, Inc. | 376,040 | 0.39 | 11,089 | 9.89 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 1,926 | 18.74 | 57 | 30.23 | ||||
| 2025-07-17 | 13F | Poinciana Advisors Group, Llc | 12,745 | 376 | ||||||
| 2025-07-23 | 13F | Mraz, Amerine & Associates, Inc. | 44,386 | -0.29 | 1,309 | 8.37 | ||||
| 2025-08-12 | 13F | Quadcap Wealth Management, LLC | 315,333 | 12.53 | 9,299 | 23.18 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 4,136 | 0.00 | 122 | 9.01 | ||||
| 2025-07-30 | 13F | Forum Financial Management, LP | 5,996,961 | -0.22 | 176,850 | 9.22 | ||||
| 2025-08-06 | 13F | True Wealth Design, LLC | 451,729 | -4.67 | 13,321 | 4.36 | ||||
| 2025-07-29 | 13F | BKD Wealth Advisors, LLC | 476,162 | -8.57 | 14,042 | 0.09 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 527,283 | -1.88 | 15,550 | 7.40 | ||||
| 2025-08-12 | 13F | Martin Worley Group | 149,782 | 14.16 | 4,417 | 24.99 | ||||
| 2025-07-29 | 13F | Master's Wealth Management Inc. | 151,974 | 1.50 | 4,482 | 11.11 | ||||
| 2025-07-31 | 13F | Curio Wealth, Llc | 10,038 | 50,090.00 | 296 | -5.13 | ||||
| 2025-07-30 | 13F | EnRich Financial Partners LLC | 7,124 | -10.74 | 210 | -2.33 | ||||
| 2025-07-18 | 13F | Meritas Wealth Management, LLC | 170,625 | 5.87 | 5,032 | 15.89 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 4,227 | 1,507.22 | 125 | 1,671.43 | ||||
| 2025-07-17 | 13F | Global Trust Asset Management, LLC | 31,390 | -27.14 | 926 | -20.26 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 13,643 | 20.91 | 402 | 32.67 | ||||
| 2025-05-15 | 13F | Hrt Financial Lp | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | Financial Consulate, Inc | 832,618 | 24,554 | ||||||
| 2025-07-21 | 13F | Keb Asset Management, Llc | 25,788 | 16.29 | 760 | 27.30 | ||||
| 2025-07-18 | 13F | Bridge Generations Wealth Management Llc | 214,950 | -0.16 | 6,339 | 9.29 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-09 | 13F | Breakwater Capital Group | 46,835 | -4.87 | 1,381 | 4.15 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 182 | -25.10 | 5 | -16.67 | ||||
| 2025-08-01 | 13F | Liberty Wealth Management Llc | 258,409 | -5.06 | 7,620 | 3.93 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 25,780,617 | 5.86 | 760,270 | 15.88 | ||||
| 2025-08-05 | 13F | American Capital Advisory, LLC | 1,274 | 0.00 | 38 | 8.82 | ||||
| 2025-08-14 | 13F | Premier Financial Group | 662,876 | 19,648 | ||||||
| 2025-04-09 | 13F | Archer Investment Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-04-15 | 13F | Fifth Third Bancorp | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-24 | 13F | Edge Financial Advisors LLC | 70,209 | 33.98 | 2,070 | 46.70 | ||||
| 2025-07-24 | 13F | Riverchase Wealth Management, Llc | 27,396 | -3.42 | 808 | 5.63 | ||||
| 2025-07-10 | 13F | Stewardship Advisors, LLC | 7,727 | -0.14 | 228 | 9.13 | ||||
| 2025-07-17 | 13F | Dopkins Wealth Management, Llc | 66,953 | 39.45 | 1,974 | 52.67 | ||||
| 2025-08-05 | 13F | Everest Management Corp. | 22,730 | 670 | ||||||
| 2025-07-29 | 13F | Disciplined Investments, LLC | 112,834 | 29.23 | 3,327 | 41.45 | ||||
| 2025-07-14 | 13F | BetterWealth, LLC | 172,663 | -2.35 | 5,092 | 6.89 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 44,444 | -3.42 | 1 | 0.00 | ||||
| 2025-04-16 | 13F | Lam Group, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-07 | 13F | Versant Capital Management, Inc | 3,546 | 0.00 | 105 | 9.47 | ||||
| 2025-08-08 | 13F | Altiora Financial Group, LLC | 58,979 | 10.01 | 1,739 | 20.43 | ||||
| 2025-07-31 | 13F | Planning Center, Inc. | 1,951,156 | -0.76 | 57,540 | 8.64 | ||||
| 2025-07-23 | 13F | Elevate Wealth Advisory, Inc | 7,286 | 30.18 | 215 | 42.67 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 332,754 | -11.36 | 9,813 | -2.97 | ||||
| 2025-08-08 | 13F | Creative Planning | 22,643 | -3.68 | 668 | 5.37 | ||||
| 2025-07-09 | 13F | Reyes Financial Architecture, Inc. | 3,053 | 0.00 | 90 | 9.76 | ||||
| 2025-07-24 | 13F | Vantage Point Financial LLC | 8,154 | 240 | ||||||
| 2025-08-14 | 13F | Investmark Advisory Group LLC | 27,133 | -11.91 | 800 | -3.50 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 115,802 | -29.02 | 3,415 | -22.34 |
