Mga Batayang Estadistika
| Pemilik Institusional | 263 total, 263 long only, 0 short only, 0 long/short - change of 3.94% MRQ |
| Alokasi Portofolio Rata-rata | 0.2427 % - change of 4.07% MRQ |
| Saham Institusional (Jangka Panjang) | 41,845,472 (ex 13D/G) - change of -17.82MM shares -29.87% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 1,729,236 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
Schwab Strategic Trust - Schwab Fundamental International Small Equity ETF (US:FNDC) memiliki 263 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 41,845,472 saham. Pemegang saham terbesar meliputi Charles Schwab Investment Management Inc, FSCOX - Fidelity International Small Cap Opportunities Fund, Victory Capital Management Inc, Colony Group, LLC, USCRX - Cornerstone Moderately Aggressive Fund, Exencial Wealth Advisors, Llc, GHP Investment Advisors, Inc., Kelman-Lazarov, Inc., Jane Street Group, Llc, and Flow Traders U.s. Llc .
Struktur kepemilikan institusional Schwab Strategic Trust - Schwab Fundamental International Small Equity ETF (ARCA:FNDC) 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 44.16 / share. Previously, on September 9, 2024, the share price was 36.50 / share. This represents an increase of 20.99% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-29 | 13F | Creekside Partners | 11,446 | 0.22 | 481 | 16.46 | ||||
| 2025-08-12 | 13F | Shakespeare Wealth Management, Inc. | 40,355 | -10.11 | 1,697 | 4.37 | ||||
| 2025-05-05 | 13F | St. Louis Trust Co | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Waterfront Wealth Inc. | 31,972 | -8.27 | 1,344 | 6.58 | ||||
| 2025-07-18 | 13F | TruNorth Capital Management, LLC | 525 | 0.00 | 22 | 15.79 | ||||
| 2025-08-01 | 13F | SYM FINANCIAL Corp | 499 | 21 | ||||||
| 2025-08-07 | 13F | BOK Financial Private Wealth, Inc. | 671 | 0.00 | 28 | 16.67 | ||||
| 2025-07-09 | 13F | Shore Point Advisors, LLC | 195,655 | 4.15 | 8,227 | 20.99 | ||||
| 2025-07-17 | 13F | Dopkins Wealth Management, Llc | 7,302 | 0.00 | 307 | 16.29 | ||||
| 2025-08-15 | 13F | Keel Point, LLC | 9,359 | -21.95 | 394 | -9.45 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 9,820 | 16.92 | 0 | |||||
| 2025-08-12 | 13F | Charles Schwab Investment Management Inc | 30,093,504 | -35.66 | 1,265,432 | -25.26 | ||||
| 2025-05-14 | 13F | Truvestments Capital Llc | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 117 | 0.00 | 5 | 0.00 | ||||
| 2025-05-02 | 13F | United Community Bank | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Bailard, Inc. | 16,262 | -10.95 | 684 | 3.33 | ||||
| 2025-07-10 | 13F | Global Financial Private Client, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | TT Capital Management LLC | 15,810 | 613 | ||||||
| 2025-08-12 | 13F | Aspiring Ventures, LLC | 15,286 | 0.00 | 643 | 9.00 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 6,020 | -20.00 | 253 | -6.99 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 103 | 6.19 | 4 | 33.33 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 442 | 0.00 | 19 | 12.50 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 119 | 5 | ||||||
| 2025-08-14 | 13F | Hrt Financial Lp | 7,160 | 0 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 143,595 | -1.31 | 6,038 | 14.64 | ||||
| 2025-07-18 | 13F | Bridge Generations Wealth Management Llc | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Elevate Wealth Advisory, Inc | 1,674 | 0.00 | 70 | 16.67 | ||||
| 2025-04-29 | 13F | Wood Tarver Financial Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 130 | 2,500.00 | 5 | |||||
| 2025-07-28 | 13F | Hamilton Point Investment Advisors, LLC | 387 | 0.00 | 16 | 14.29 | ||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 174,073 | -3.17 | 7,320 | 12.48 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 48 | 2 | ||||||
| 2025-07-17 | 13F | Wolff Wiese Magana Llc | 158 | 12.86 | 7 | 20.00 | ||||
| 2025-08-12 | 13F | Entruity Wealth, LLC | 45,742 | 9.78 | 1,923 | 27.52 | ||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 486 | 0.00 | 20 | 17.65 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 2,487 | -7.99 | 105 | 7.22 | ||||
| 2025-08-01 | 13F | MorganRosel Wealth Management, LLC | 4,737 | 0.00 | 199 | 16.37 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 729 | 4.44 | 31 | 20.00 | ||||
| 2025-08-08 | 13F | Smithfield Trust Co | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Murphy & Mullick Capital Management Corp | 664 | 0.00 | 28 | 12.50 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 32,866 | -7.89 | 1,382 | 7.05 | ||||
| 2025-05-09 | 13F | NBZ Investment Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 10,349 | -60.05 | 435 | -53.58 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 19 | -90.16 | 1 | -100.00 | ||||
| 2025-07-25 | NP | UCAGX - Cornerstone Aggressive Fund | 91,800 | 0.00 | 3,693 | 12.59 | ||||
| 2025-07-28 | 13F | Revolve Wealth Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 590,422 | -2.70 | 24,827 | 13.02 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 4,035 | -3.77 | 0 | |||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 85,414 | 7.41 | 4 | 50.00 | ||||
| 2025-07-07 | 13F | Rf&l Wealth Management, Llc | 109,207 | -0.52 | 4,592 | 15.55 | ||||
| 2025-08-11 | 13F | Traub Capital Management LLC | 28,259 | 1,188 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 33,615 | -4.82 | 1,413 | 10.56 | ||||
| 2025-05-02 | 13F | Armor Investment Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Northwest Wealth Management, Llc | 36,601 | 0.14 | 1,539 | 16.33 | ||||
| 2025-08-04 | 13F | Center for Financial Planning, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | GWM Advisors LLC | 1,874 | 12.15 | 79 | 30.00 | ||||
| 2025-08-13 | 13F | Kilter Group LLC | 217 | 9 | ||||||
| 2025-08-13 | 13F | Annandale Capital, LLC | 8,550 | 0.00 | 0 | |||||
| 2025-07-09 | 13F | Breakwater Capital Group | 122,547 | -1.92 | 5,153 | 13.95 | ||||
| 2025-07-28 | 13F | Cutler Investment Counsel Llc | 52,591 | 8.73 | 2,211 | 26.34 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 264 | 26,300.00 | 11 | |||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1,336 | -1.55 | 56 | 14.29 | ||||
| 2025-03-12 | 13F/A | Private Capital Management Llc | 3,530 | 7.07 | 123 | 5.17 | ||||
| 2025-07-25 | NP | USCRX - Cornerstone Moderately Aggressive Fund | 593,600 | 0.00 | 23,881 | 12.59 | ||||
| 2025-08-08 | 13F | Glassman Wealth Services | 193 | 0.00 | 8 | 33.33 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 781 | 11.89 | 33 | 28.00 | ||||
| 2025-07-18 | 13F | Magnolia Private Wealth, LLC | 5,486 | -16.56 | 231 | -2.95 | ||||
| 2025-07-30 | 13F | Klingman & Associates, LLC | 6,684 | 0.00 | 281 | 16.60 | ||||
| 2025-08-11 | 13F | Greykasell Wealth Strategies, Inc. | 37 | 0.00 | 2 | 0.00 | ||||
| 2025-07-23 | 13F | Godsey & Gibb Associates | 1,645 | 69 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 16,888 | -13.85 | 710 | 0.14 | ||||
| 2025-04-29 | 13F | Element Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Guardian Financial Partners, LLC | 15,175 | 15.36 | 638 | 34.03 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 16,577 | 5.86 | 697 | 23.14 | ||||
| 2025-08-15 | 13F | Asset Allocation Strategies LLC | 27,452 | 8.67 | 1,154 | 26.26 | ||||
| 2025-07-15 | 13F | SJS Investment Consulting Inc. | 245 | 0.00 | 10 | 25.00 | ||||
| 2025-07-28 | 13F | Sterling Financial Planning, Inc. | 62,524 | -3.54 | 2,629 | 12.06 | ||||
| 2025-07-28 | 13F | Frazier Financial Advisors, LLC | 85 | 4 | ||||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 72 | -91.94 | 3 | -90.62 | ||||
| 2025-08-11 | 13F | One Capital Management, LLC | 43,160 | 1,815 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 4,062 | 23.54 | 171 | 42.86 | ||||
| 2025-07-08 | 13F | Baker Ellis Asset Management LLC | 10,050 | 0.00 | 423 | 16.25 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 26,854 | -5.27 | 1,129 | 10.04 | ||||
| 2025-07-16 | 13F | Highline Wealth Partners Llc | 44 | 2 | ||||||
| 2025-05-02 | 13F | Bogart Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 5,052 | 33.40 | 212 | 54.74 | ||||
| 2025-08-07 | 13F | Cahill Financial Advisors Inc | 6,157 | 0.44 | 259 | 16.74 | ||||
| 2025-08-04 | 13F | Noesis Capital Mangement Corp | 4,847 | 204 | ||||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 8,771 | 16.85 | 369 | 35.79 | ||||
| 2025-05-15 | 13F | Human Investing LLC | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Morgan Stanley | 199,214 | 2.50 | 8,377 | 19.06 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 292 | -57.00 | 12 | -50.00 | ||||
| 2025-05-15 | 13F | Windsor Advisory Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | MCF Advisors LLC | 1,805 | -11.35 | 76 | 2.74 | ||||
| 2025-07-10 | 13F | Mogy Joel R Investment Counsel Inc | 363 | 15 | ||||||
| 2025-07-17 | 13F | Charles Schwab Trust Co | 197,560 | -2.68 | 8,307 | 13.05 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 1,371 | 1,298.98 | 58 | 1,800.00 | ||||
| 2025-07-14 | 13F | Seed Wealth Management, Inc. | 31,927 | -0.47 | 1,343 | 15.59 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 1,352 | -27.31 | 57 | -8.20 | ||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 0 | -100.00 | 0 | |||||
| 2025-05-02 | 13F | MB Generational Wealth, LLC | 7,104 | 0.00 | 257 | 6.20 | ||||
| 2025-07-30 | 13F | Canvas Wealth Advisors, LLC | 5,433 | 0.00 | 230 | 13.86 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 5,326 | 22.21 | 224 | 42.04 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 1,670 | -10.07 | 70 | 4.48 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 2 | 0.00 | 0 | |||||
| 2025-07-07 | 13F | Kings Path Partners LLC | 9,130 | -0.65 | 384 | 15.36 | ||||
| 2025-08-12 | 13F | McGrath & Associates, Inc. | 49,435 | -9.06 | 2,079 | 5.64 | ||||
| 2025-08-13 | 13F | Colonial Trust Advisors | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 0 | -100.00 | 0 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 455 | 0.00 | 19 | 18.75 | ||||
| 2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 114 | -34.86 | 5 | -33.33 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 1,215 | 33.37 | 51 | 59.38 | ||||
| 2025-07-22 | 13F | Yoder Wealth Management, Inc. | 11,180 | -18.35 | 469 | -5.25 | ||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 135 | 0.00 | 6 | 25.00 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 38,023 | 1,599 | ||||||
| 2025-07-16 | 13F | True North Advisors, LLC | 21,835 | 0.98 | 918 | 17.39 | ||||
| 2025-07-07 | 13F | Investors Research Corp | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Lauterbach Financial Advisors, LLC | 8,468 | -3.75 | 356 | 11.95 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 21 | -92.11 | 1 | -100.00 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 369 | 16 | ||||||
| 2025-08-13 | 13F | Financial Freedom, LLC | 2,003 | 0.45 | 84 | 16.67 | ||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 132 | 0.00 | 6 | 25.00 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 80,670 | -8.39 | 3,392 | 6.43 | ||||
| 2025-07-07 | 13F | Vishria Bird Financial Group, LLC | 7,909 | 0.00 | 333 | 16.08 | ||||
| 2025-08-05 | 13F | Integrity Financial Corp /WA | 443 | 0.00 | 19 | 12.50 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 434 | 18 | ||||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 1,317 | -0.30 | 56 | 14.29 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 88,958 | 13.21 | 3,741 | 31.50 | ||||
| 2025-07-03 | 13F | Collective Family Office Llc | 215,654 | -8.59 | 9,068 | 6.18 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 635 | -90.95 | 27 | -89.72 | ||||
| 2025-08-01 | 13F | Shilanski & Associates, Inc. | 195,918 | 0.18 | 8,238 | 16.37 | ||||
| 2025-08-13 | 13F | Victory Capital Management Inc | 1,002,200 | 0.00 | 42,143 | 16.16 | ||||
| 2025-08-14 | 13F | Fmr Llc | 17,330 | -98.82 | 729 | -98.63 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 20,924 | 0.39 | 880 | 16.58 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 9,962 | 419 | ||||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 1,357 | 0.00 | 57 | 16.33 | ||||
| 2025-07-31 | 13F/A | Avion Wealth | 85 | 0.00 | 0 | |||||
| 2025-08-12 | 13F | MAI Capital Management | 4,261 | 2.77 | 179 | 19.33 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 2,445 | -38.94 | 103 | -29.17 | ||||
| 2025-07-17 | 13F | Wagner Wealth Management, Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-29 | 13F | Total Investment Management Inc | 38 | 2 | ||||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 283 | 0.00 | 12 | 10.00 | ||||
| 2025-07-22 | 13F | Clarius Group, LLC | 26,191 | -21.16 | 1,101 | -8.40 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 113 | -6.61 | 5 | 0.00 | ||||
| 2025-07-31 | 13F | CNB Bank | 467 | 0.00 | 20 | 18.75 | ||||
| 2025-07-15 | 13F | Fortitude Family Office, LLC | 20,998 | 883 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 1,859 | 24.85 | 78 | 47.17 | ||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 442,029 | 146.76 | 19 | 200.00 | ||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 0 | -100.00 | 0 | |||||
| 2025-04-21 | 13F | Ronald Blue Trust, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-07 | 13F | Salem Investment Counselors Inc | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 73 | 3 | ||||||
| 2025-03-31 | NP | FSCOX - Fidelity International Small Cap Opportunities Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,250,000 | 43,800 | ||||||
| 2025-07-21 | 13F | Ascent Group, LLC | 17,246 | 0.00 | 725 | 16.19 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 47,009 | -0.74 | 1,977 | 15.29 | ||||
| 2025-07-25 | 13F | Lodestar Private Asset Management Llc | 8,788 | 0.01 | 370 | 16.04 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 17,071 | 16.62 | 718 | 35.47 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 16,690 | 3.57 | 702 | 20.24 | ||||
| 2025-08-05 | 13F | Golden Bell Financial Planning LLC | 14,606 | -8.88 | 614 | 5.86 | ||||
| 2025-08-01 | 13F | Solstein Capital, LLC | 41 | 2 | ||||||
| 2025-05-15 | 13F | Johnson Financial Group, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-16 | 13F | Paragon Capital Management Ltd | 6,418 | 0.00 | 270 | 15.95 | ||||
| 2025-07-22 | 13F | Valeo Financial Advisors, LLC | 15,410 | -3.64 | 648 | 11.94 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 7,190 | -13.82 | 302 | 0.00 | ||||
| 2025-07-09 | 13F | High Probability Advisors, LLC | 278,583 | -7.81 | 11,714 | 7.08 | ||||
| 2025-07-28 | 13F | Eq Wealth Advisors, Llc | 37,096 | -1.16 | 1,560 | 14.80 | ||||
| 2025-07-14 | 13F | Farmers & Merchants Investments Inc | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Pinney & Scofield, Inc. | 292 | -77.64 | 12 | -74.47 | ||||
| 2025-08-11 | 13F | Hexagon Capital Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 8,902 | 31.34 | 374 | 52.65 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Brooklyn FI, LLC | 11,665 | 491 | ||||||
| 2025-08-08 | 13F | Altfest L J & Co Inc | 9,612 | 0.00 | 404 | 16.43 | ||||
| 2025-04-01 | 13F | Massmutual Trust Co Fsb/adv | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 5,062 | 52.29 | 213 | 76.67 | ||||
| 2025-08-08 | 13F | IMA Wealth, Inc. | 300 | 13 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 52,708 | 2,216 | ||||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 6,062 | 255 | ||||||
| 2025-08-13 | 13F | Jackson Creek Investment Advisors LLC | 22,564 | -5.39 | 1 | |||||
| 2025-07-30 | 13F | Clune & Associates, Ltd. | 120,515 | 7.90 | 5,068 | 25.33 | ||||
| 2025-08-11 | 13F | HHM Wealth Advisors, LLC | 7,163 | 0.00 | 301 | 16.22 | ||||
| 2025-04-28 | 13F | American Capital Advisory, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | Adirondack Trust Co | 215 | 0.00 | 9 | 28.57 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 38 | 0.00 | 2 | 0.00 | ||||
| 2025-07-15 | 13F | BCS Wealth Management | 20,136 | 25.46 | 1 | |||||
| 2025-08-12 | 13F | Quadcap Wealth Management, LLC | 50,860 | 5.26 | 2,139 | 22.24 | ||||
| 2025-07-18 | 13F | First Pacific Financial | 188 | 0.53 | 8 | 16.67 | ||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 300 | 0.00 | 13 | 20.00 | ||||
| 2025-08-14 | 13F | UBS Group AG | 193,149 | -9.98 | 8,122 | 4.56 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 8 | 0 | ||||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 6,077 | 0.26 | 256 | 16.44 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 6,512 | 274 | ||||||
| 2025-08-06 | 13F | Valued Wealth Advisors LLC | 64,808 | 31.11 | 2,725 | 52.32 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 276 | 12 | ||||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 1,992 | 303.24 | 84 | 388.24 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 700 | 0.00 | 29 | 16.00 | ||||
| 2025-08-12 | 13F | NFP Retirement, Inc. | 14,306 | 0.00 | 602 | 16.25 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 1,112 | 20.61 | 47 | 48.39 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 8,864 | 259.16 | 371 | 311.11 | ||||
| 2025-07-31 | 13F | Cabot Wealth Management Inc | 56,943 | 0.27 | 2,394 | 16.50 | ||||
| 2025-07-07 | 13F | Upper Left Wealth Management, LLC | 12,710 | 6.43 | 534 | 23.61 | ||||
| 2025-08-11 | 13F | Bell Investment Advisors, Inc | 179,885 | -4.21 | 7,564 | 11.27 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 21,597 | 0.47 | 908 | 16.71 | ||||
| 2025-07-17 | 13F | Stone Point Wealth LLC | 6,020 | -14.55 | 253 | -0.78 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 268,371 | -41.62 | 11,280 | -32.21 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 7,140 | -7.08 | 300 | 7.91 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 9,202 | 27.36 | 387 | 47.89 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 410 | 17 | ||||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 211,027 | -2.83 | 8,874 | 12.87 | ||||
| 2025-05-22 | 13F | Mattson Financial Services, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | Hardin Capital Partners, LLC | 26,655 | 18.94 | 1,123 | 38.35 | ||||
| 2025-08-12 | 13F | Tumwater Wealth Management, LLC | 21,045 | 0.00 | 885 | 16.16 | ||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 345 | 0.00 | 15 | 16.67 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 52,878 | -4.45 | 2,224 | 10.98 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 5,976 | -0.42 | 251 | 15.67 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 5,946 | 0.00 | 250 | 16.28 | ||||
| 2025-07-14 | 13F | Northland Capital Management LLC | 18,938 | -6.83 | 796 | 8.30 | ||||
| 2025-07-24 | 13F | Brucke Financial, Inc. | 4,993 | 210 | ||||||
| 2025-04-15 | 13F | GPS Wealth Strategies Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 457,228 | 246.30 | 19,226 | 302.30 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 60 | 3 | ||||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 526 | 0.00 | 22 | 15.79 | ||||
| 2025-05-09 | 13F | Wade Financial Advisory, Inc | 92,854 | 0.33 | 3,361 | 6.39 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 16,720 | 447.12 | 675 | 513.64 | ||||
| 2025-04-28 | 13F | UMA Financial Services, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 142,753 | -2.22 | 6,003 | 13.59 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 600,891 | 25.23 | 25,267 | 45.47 | ||||
| 2025-07-31 | 13F | Kathleen S. Wright Associates Inc. | 158 | 0.00 | 7 | 20.00 | ||||
| 2025-07-11 | 13F | Annex Advisory Services, LLC | 6,957 | 23.81 | 293 | 43.84 | ||||
| 2025-05-15 | 13F | Glen Eagle Advisors, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-06 | 13F | Nicholas Hoffman & Company, LLC. | 5,693 | 239 | ||||||
| 2025-08-07 | 13F | PFG Advisors | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Graney & King, LLC | 33 | 3.12 | 1 | 0.00 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 20,139 | 30.59 | 847 | 51.61 | ||||
| 2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Savant Capital, LLC | 23,468 | 2.31 | 987 | 18.80 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 21,291 | -27.52 | 895 | -15.80 | ||||
| 2025-07-14 | 13F | Hoey Investments, Inc | 317 | 13 | ||||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 16,215 | 6.89 | 682 | 24.04 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 338 | -26.68 | 14 | -12.50 | ||||
| 2025-08-25 | 13F/A | Neuberger Berman Group LLC | 8,754 | 0.00 | 368 | 16.46 | ||||
| 2025-08-12 | 13F | Bokf, Na | 12 | -86.96 | 1 | -100.00 | ||||
| 2025-07-25 | NP | USBSX - Cornerstone Moderate Fund | 266,700 | 0.00 | 10,729 | 12.59 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 2,286 | -9.68 | 96 | 5.49 | ||||
| 2025-07-22 | 13F | Davidson Kahn Capital Management, LLC | 14,470 | -0.82 | 608 | 15.15 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 78 | 0.00 | 3 | 50.00 | ||||
| 2025-05-15 | 13F | Clark Capital Management Group, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Lakewood Asset Management LLC | 7,623 | 0.77 | 321 | 17.22 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 55 | 0.00 | 2 | 0.00 | ||||
| 2025-07-25 | 13F | RHS Financial, LLC | 14,763 | -26.36 | 621 | -14.48 | ||||
| 2025-04-22 | 13F | Cordant, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Mather Group, Llc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Parvin Asset Management, LLC | 848 | 0.00 | 36 | 16.67 | ||||
| 2025-07-25 | 13F | PrairieView Partners, LLC | 61,019 | -3.45 | 3 | 0.00 | ||||
| 2025-07-10 | 13F | Moller Financial Services | 108,766 | 6.67 | 4,574 | 23.90 | ||||
| 2025-08-14 | 13F | Greenline Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Whittier Trust Co | 5,084 | 0.45 | 214 | 16.39 | ||||
| 2025-07-30 | 13F | Fairway Wealth LLC | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Opes Wealth Management LLC | 208,838 | 2.35 | 8,782 | 18.89 | ||||
| 2025-07-15 | 13F | Financial Management Professionals, Inc. | 30 | 0.00 | 1 | 0.00 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 125 | 0.81 | 5 | 25.00 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 1,740 | -42.99 | 73 | -33.64 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 55,588 | 106.16 | 2,337 | 139.45 | ||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 42 | 0.00 | 2 | 0.00 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 1,404 | 0.14 | 0 | |||||
| 2025-07-07 | 13F | Versant Capital Management, Inc | 5,666 | -0.67 | 238 | 15.53 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 442 | 0.00 | 19 | 12.50 | ||||
| 2025-08-14 | 13F | Clarity Capital Advisors, LLC | 7,689 | 0.46 | 323 | 16.61 | ||||
| 2025-08-05 | 13F | GHP Investment Advisors, Inc. | 581,557 | 0.77 | 24,454 | 17.05 | ||||
| 2025-08-07 | 13F | Addison Advisors LLC | 13,771 | 0.00 | 579 | 16.27 | ||||
| 2025-07-23 | 13F | RMG Wealth Management LLC | 915 | 39 | ||||||
| 2025-08-07 | 13F | Allworth Financial LP | 2,235 | -28.30 | 94 | -20.51 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 10 | -52.38 | 0 | |||||
| 2025-08-05 | 13F | Sensible Money, LLC | 15,034 | -14.32 | 632 | -0.47 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 40,944 | 0.00 | 1,722 | 16.13 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 8 | 0 | ||||||
| 2025-04-29 | 13F | Raleigh Capital Management Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Cerity Partners LLC | 58,463 | 2.00 | 2,458 | 18.51 | ||||
| 2025-07-09 | 13F | Lbmc Investment Advisors, Llc | 7,061 | 0.00 | 297 | 16.08 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 7,265 | 27.81 | 305 | 48.78 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 136 | 0.00 | 5 | 0.00 | ||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 600 | 22 | ||||||
| 2025-07-08 | 13F | First National Corp /ma/ /adv | 11,927 | 0.00 | 502 | 16.24 | ||||
| 2025-07-25 | NP | UCMCX - Cornerstone Moderately Conservative Fund | 50,100 | 0.00 | 2,016 | 12.57 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 16 | 0.00 | 1 | |||||
| 2025-05-12 | 13F | Kohmann Bosshard Financial Services, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 569 | 24 | ||||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 10,177 | -17.89 | 428 | -4.69 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 2,232 | 163 | ||||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Wedmont Private Capital | 6,574 | 0.91 | 280 | 20.26 | ||||
| 2025-07-29 | 13F | Kelman-Lazarov, Inc. | 475,762 | 0.53 | 20,006 | 16.77 | ||||
| 2025-07-28 | 13F | Morris Financial Concepts, Inc. | 7,857 | -6.49 | 330 | 8.55 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 6,602 | 26.40 | 278 | 46.56 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 39,507 | -12.75 | 1,661 | 1.34 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 35,227 | 14.68 | 1,481 | 41.32 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 0 | -100.00 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 2,531 | -64.66 | 106 | -56.56 | ||||
| 2025-08-13 | 13F | Grove Street Fiduciary, LLC | 110,901 | 0.87 | 4,663 | 17.16 | ||||
| 2025-08-08 | 13F | Creative Planning | 158,829 | -0.34 | 6,679 | 15.76 | ||||
| 2025-07-14 | 13F | Abound Wealth Management | 4,608 | 156.86 | 194 | 201.56 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 2,488 | -68.82 | 105 | -63.89 | ||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 10,133 | 1.45 | 430 | 18.84 | ||||
| 2025-07-17 | 13F | Tempus Wealth Planning, LLC | 5,901 | 248 | ||||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 79,314 | -1.10 | 3,359 | 15.67 | ||||
| 2025-07-16 | 13F | Prairiewood Capital, LLC | 265,956 | 0.02 | 11,183 | 16.19 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 16,223 | 0.52 | 682 | 16.58 |
