Mga Batayang Estadistika
| Pemilik Institusional | 199 total, 199 long only, 0 short only, 0 long/short - change of 3.09% MRQ |
| Alokasi Portofolio Rata-rata | 0.2475 % - change of -1.51% MRQ |
| Saham Institusional (Jangka Panjang) | 19,540,733 (ex 13D/G) - change of 3.01MM shares 18.21% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 1,272,440 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
iShares Trust - iShares Russell 2500 ETF (US:SMMD) memiliki 199 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 19,540,733 saham. Pemegang saham terbesar meliputi Glenmede Investment Management, LP, Glenmede Trust Co Na, Fort Washington Investment Advisors Inc /oh/, Coldstream Capital Management Inc, Bank Of America Corp /de/, CENTRAL TRUST Co, Fmr Llc, Cresset Asset Management, LLC, Fifth Third Bancorp, and Wealthspire Advisors, LLC .
Struktur kepemilikan institusional iShares Trust - iShares Russell 2500 ETF (BATS:SMMD) 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 73.60 / share. Previously, on September 9, 2024, the share price was 64.12 / share. This represents an increase of 14.78% 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 | Susquehanna International Group, Llp | 72,722 | -35.85 | 4,929 | -30.47 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 4,560 | 9.75 | 309 | 19.31 | ||||
| 2025-05-02 | 13F | Transcendent Capital Group LLC | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | Wetzel Investment Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Strong Tower Advisory Services | 10,749 | -1.87 | 729 | 18.76 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 70,830 | 17.69 | 4,801 | 27.56 | ||||
| 2025-04-25 | 13F | Essex Financial Services, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 520,073 | -5.18 | 35,251 | 2.77 | ||||
| 2025-07-18 | 13F | SigFig Wealth Management, LLC | 95,048 | 36.77 | 6,423 | 47.52 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 171,088 | 21.90 | 11,596 | 32.12 | ||||
| 2025-07-22 | 13F | Legacy Trust | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 3,527 | -6.02 | 239 | 2.14 | ||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 3,286 | 0.34 | 223 | 8.82 | ||||
| 2025-07-25 | 13F | Fifth Third Wealth Advisors LLC | 12,498 | -16.09 | 847 | -9.02 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 14,377 | -0.21 | 974 | 8.10 | ||||
| 2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 11,853 | 0.00 | 803 | 8.09 | ||||
| 2025-08-07 | 13F | Brio Consultants, LLC | 169,041 | -11.84 | 11,458 | -4.45 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 12,979 | -1.09 | 1 | |||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 3,668 | -32.82 | 249 | -27.27 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | TRUE Private Wealth Advisors | 4,307 | -0.14 | 292 | 8.18 | ||||
| 2025-08-06 | 13F | OneAscent Wealth Management LLC | 7,897 | 14.87 | 1 | |||||
| 2025-08-14 | 13F | Hurley Capital, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Centerpoint Advisors, LLC | 30,637 | 2 | ||||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 3,834 | 1.00 | 260 | 9.28 | ||||
| 2025-08-08 | 13F | Creative Planning | 12,183 | -19.75 | 826 | -13.07 | ||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 2,933 | 2.84 | 199 | 11.24 | ||||
| 2025-05-21 | 13F/A | Geneos Wealth Management Inc. | 295 | 851.61 | 18 | 800.00 | ||||
| 2025-08-14 | 13F | Fuller & Thaler Asset Management, Inc. | 9,058 | 91.62 | 614 | 107.80 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 677 | 46 | ||||||
| 2025-04-15 | 13F | Integrated Advisors Network LLC | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Assetmark, Inc | 61 | -12.86 | 4 | 0.00 | ||||
| 2025-07-30 | 13F | Klingenstein Fields & Co Lp | 22,700 | 0.00 | 1,539 | 8.39 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 72,199 | -39.46 | 4,894 | -34.38 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 280,032 | 199.87 | 18,974 | 224.82 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 1,701 | -14.99 | 115 | -8.00 | ||||
| 2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 1,942 | 0.00 | 132 | 8.26 | ||||
| 2025-05-16 | 13F/A | Kestra Investment Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 37 | 3 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 41,474 | 22.67 | 3 | 0.00 | ||||
| 2025-05-15 | 13F | Guardian Wealth Advisors, Llc / Nc | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | AlTi Global, Inc. | 32,787 | 461.13 | 2,255 | 517.81 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 6,224 | -59.38 | 0 | |||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 22,002 | -71.43 | 1,491 | -69.03 | ||||
| 2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 5,020 | 0.50 | 340 | 8.97 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 6,304 | 299.75 | 427 | 335.71 | ||||
| 2025-08-14 | 13F | Bbr Partners, Llc | 11,206 | 760 | ||||||
| 2025-07-10 | 13F | Financial Management Network Inc | 5,363 | -2.12 | 373 | 21.90 | ||||
| 2025-08-01 | 13F | First Command Advisory Services, Inc. | 648 | 44 | ||||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 166 | 0.00 | 11 | 10.00 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 3,306 | 224 | ||||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 9,259 | -23.11 | 628 | -16.73 | ||||
| 2025-07-22 | 13F | DT Investment Partners, LLC | 20 | 0.00 | 1 | 0.00 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 1,210 | 82 | ||||||
| 2025-04-10 | 13F | Bremer Bank National Association | 8,977 | 0.00 | 561 | -8.03 | ||||
| 2025-08-06 | 13F | Van Cleef Asset Management,Inc | 3,885 | 0.00 | 263 | 8.68 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 82,855 | 42.18 | 5,617 | 54.14 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 4,853 | 329 | ||||||
| 2025-08-05 | 13F | Huntington National Bank | 1,160 | 1.84 | ||||||
| 2025-08-13 | 13F | BCJ Capital Management, LLC | 35,916 | 24.01 | 2,434 | 34.40 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 10,045 | -15.78 | 1 | |||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 3 | 0.00 | 0 | |||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 12,156 | -24.11 | 824 | -17.78 | ||||
| 2025-05-13 | 13F | Measured Risk Portfolios, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Fort Washington Investment Advisors Inc /oh/ | 1,504,650 | 0.00 | 101,985 | 8.38 | ||||
| 2025-07-09 | 13F | Harbor Capital Advisors, Inc. | 144,956 | -28.59 | 10 | -25.00 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 62,130 | 26.26 | 4 | 33.33 | ||||
| 2025-07-21 | 13F | Ntv Asset Management Llc | 2,975 | 202 | ||||||
| 2025-08-14 | 13F | Camden Capital, LLC | 10,676 | -3.31 | 724 | 4.78 | ||||
| 2025-05-05 | 13F | Lindbrook Capital, Llc | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 120,498 | -20.11 | 7,536 | -26.54 | ||||
| 2025-07-23 | 13F | Canopy Partners, LLC | 3,523 | -76.99 | 239 | -75.13 | ||||
| 2025-07-28 | 13F | Fairman Group, LLC | 1,637 | 634.08 | 111 | |||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 1,225 | 0.00 | 83 | 9.21 | ||||
| 2025-08-13 | 13F | Quadrant Capital Group Llc | 23,172 | -0.64 | 1,571 | 7.68 | ||||
| 2025-08-14 | 13F | Fmr Llc | 609,648 | -19.03 | 41,322 | -12.25 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 126,877 | -4.00 | 9 | 0.00 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 503,388 | 4.44 | 34,120 | 13.19 | ||||
| 2025-08-11 | 13F | Empowered Funds, LLC | 5,696 | 386 | ||||||
| 2025-04-30 | 13F | Bridges Investment Management Inc | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 180,047 | 181.80 | 12,204 | 205.46 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 6 | 0 | ||||||
| 2025-07-21 | 13F | Andina Capital Management, LLC | 38,942 | 20.92 | 2,639 | 31.03 | ||||
| 2025-07-23 | 13F | L.K. Benson & Company, P.C. | 11,730 | 0.80 | 795 | 9.35 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 41,345 | -0.36 | 2,802 | 7.98 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 256,516 | 1.88 | 17,387 | 10.41 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 53,054 | -4.00 | 4 | 0.00 | ||||
| 2025-07-07 | 13F | Global Wealth Strategies & Associates | 207 | 0.00 | 14 | 16.67 | ||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 7,210 | 0.00 | 489 | 8.44 | ||||
| 2025-08-01 | 13F | GoalVest Advisory LLC | 2,039 | -53.01 | 138 | -49.08 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | CWA Asset Management Group, LLC | 152,710 | 6.85 | 10,351 | 15.80 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 326,022 | -4.20 | 22,098 | 3.82 | ||||
| 2025-08-14 | 13F | Legacy Advisory Services, LLC | 6,846 | -7.62 | 464 | 0.22 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 12,585 | 236.23 | 853 | 264.10 | ||||
| 2025-08-06 | 13F | Vantage Financial Partners, LLC | 3,887 | 0.00 | 263 | 8.23 | ||||
| 2025-08-14 | 13F | UBS Group AG | 323,310 | 16.97 | 21,914 | 26.77 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 14,248 | 26.12 | 966 | 36.69 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 59,098 | 2,596.08 | 4,006 | 2,823.36 | ||||
| 2025-07-28 | 13F | Evernest Financial Advisors, LLC | 8,598 | 583 | ||||||
| 2025-08-07 | 13F | Lakeridge Wealth Management LLC | 7,195 | -8.55 | 488 | -1.02 | ||||
| 2025-05-05 | 13F | Eagle Bay Advisors LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 10,288 | 17.78 | 697 | 27.66 | ||||
| 2025-07-08 | 13F | Little House Capital Llc | 6,108 | -19.05 | 414 | -12.10 | ||||
| 2025-07-10 | 13F | Charter Oak Capital Management, LLC | 15,278 | -5.43 | 1,036 | 2.48 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 12,530 | 0.00 | 849 | 8.43 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 21,004 | 19.76 | 1,424 | 29.84 | ||||
| 2025-04-22 | 13F/A | NorthRock Partners, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Catalyst Financial Partners Llc | 88,183 | 37.19 | 5,977 | 48.72 | ||||
| 2025-07-24 | 13F/A | TFR Capital, LLC. | 13,959 | -13.63 | 946 | -6.34 | ||||
| 2025-07-07 | 13F | O'Connor Financial Group LLC | 4,957 | 26.16 | 345 | 40.82 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 89 | 0.00 | 6 | 20.00 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 53 | 0.00 | 4 | 0.00 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 7,709 | -0.77 | 523 | 7.63 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 6,364 | -4.79 | 431 | 3.11 | ||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 477 | 187.35 | 32 | 220.00 | ||||
| 2025-08-13 | 13F | IAG Wealth Partners, LLC | 815 | -48.90 | 55 | -44.44 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 491,438 | 21.47 | 33,313 | 31.66 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 11,366 | -15.00 | 770 | -7.89 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 113,403 | -8.73 | 7,686 | -1.08 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 158,394 | -13.91 | 10,736 | -6.70 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 4,067 | 0.00 | 276 | 8.27 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 39,282 | 2.29 | 2,655 | 10.31 | ||||
| 2025-09-04 | 13F | SevenBridge Financial Group, LLC | 3,906 | -44.92 | 275 | -40.99 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-24 | 13F | Blair William & Co/il | 212,306 | -2.52 | 14,390 | 5.65 | ||||
| 2025-07-24 | 13F | Ulland Investment Advisors, LLC | 18,505 | -8.21 | 1 | 0.00 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 386 | -30.20 | 26 | -23.53 | ||||
| 2025-07-21 | 13F | Single Point Partners, LLC | 12,443 | 0.00 | 0 | |||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 92,198 | 10.28 | 6,249 | 22.53 | ||||
| 2025-08-14 | 13F | Dimension Capital Management Llc | 3,665 | 0.00 | 248 | 8.30 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 2,630 | 0 | ||||||
| 2025-04-17 | 13F | Chicago Capital, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Comerica Bank | 6,874 | 303.64 | 466 | 338.68 | ||||
| 2025-07-09 | 13F | Heritage Family Offices, LLP | 219,991 | -0.00 | 13,785 | 0.19 | ||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 22,217 | 18.33 | 1,506 | 28.19 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 7,028 | 56.84 | 476 | 70.00 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 5,157 | -44.24 | 350 | -39.62 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 121,015 | 0.43 | 8,202 | 8.85 | ||||
| 2025-05-14 | 13F | One Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 5,081 | -8.25 | 357 | 3.18 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 4,995 | 339 | ||||||
| 2025-08-13 | 13F | Sepio Capital, LP | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 14,772 | 30.40 | 1,001 | 41.38 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 950 | -45.81 | 64 | -33.33 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 30,139 | 37.41 | 2,043 | 48.94 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 2,264 | 374.63 | 153 | 427.59 | ||||
| 2025-08-12 | 13F | Putnam Fl Investment Management Co | 6,614 | -46.35 | 448 | -41.89 | ||||
| 2025-05-12 | 13F | National Bank Of Canada /fi/ | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-10 | 13F | HF Advisory Group, LLC | 18,803 | -1.82 | 1,274 | 6.43 | ||||
| 2025-07-15 | 13F | James J. Burns & Company, LLC | 77,867 | 12.17 | 5,278 | 21.56 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 9,820 | -2.92 | 666 | 5.22 | ||||
| 2025-08-05 | 13F | Benchmark Financial Wealth Advisors, LLC | 71,026 | 18.90 | 4,814 | 28.89 | ||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 3,428 | 0.12 | 242 | 14.76 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 138,848 | 4.84 | 9,411 | 13.63 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 158,245 | 19.88 | 10,726 | 29.92 | ||||
| 2025-07-16 | 13F | Congress Asset Management Co /ma | 57,687 | -67.42 | 3,910 | -64.69 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 46,169 | 2.47 | 3,129 | 11.08 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 21,576 | 60.45 | 1,462 | 73.84 | ||||
| 2025-07-21 | 13F | Greenwood Capital Associates Llc | 2,977 | 202 | ||||||
| 2025-08-07 | 13F | Altman Advisors, Inc. | 22,279 | 5.29 | 322 | 5.57 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 8,827 | -56.13 | 598 | -52.46 | ||||
| 2025-08-01 | 13F | Twin Lakes Capital Management, LLC | 334 | 0.00 | 23 | 10.00 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 3,966 | 0.00 | 0 | |||||
| 2025-07-17 | 13F | SC&H Financial Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Mayfair Advisory Group, LLC | 7,203 | 7.68 | 496 | 18.42 | ||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 1,210 | -1.63 | 84 | 13.70 | ||||
| 2025-07-30 | 13F | Retirement Planning Group | 43,462 | 219.90 | 2,946 | 246.88 | ||||
| 2025-08-11 | 13F | Great Lakes Advisors, Llc | 25,637 | 1,738 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 822 | 0.00 | 56 | 7.84 | ||||
| 2025-07-16 | 13F | Kendall Capital Management | 310,495 | 2.46 | 21,045 | 11.05 | ||||
| 2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 115,875 | 7,854 | ||||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 3,429 | 232 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 157 | 0.00 | 11 | 11.11 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-17 | 13F | Catalytic Wealth RIA, LLC | 17,114 | -3.92 | 1,160 | 4.13 | ||||
| 2025-07-25 | 13F | Means Investment Co., Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | ORG Partners LLC | 754 | -19.79 | 52 | -12.07 | ||||
| 2025-08-14 | 13F | City National Bank Of Florida /msd | 171,088 | 20.59 | 11,596 | 30.70 | ||||
| 2025-08-12 | 13F | Insigneo Advisory Services, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 64,973 | -12.20 | 4,404 | -4.86 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 25 | 0.00 | 2 | 0.00 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 236,044 | 8.93 | 15,999 | 18.07 | ||||
| 2025-08-14 | 13F | MidWestOne Financial Group, Inc. | 0 | -100.00 | 0 | |||||
| 2025-05-06 | 13F | Atria Investments Llc | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Cornerstone Financial Group, LLC /NE/ | 16,173 | 0.30 | 1,096 | 3.40 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 19,522 | 2.06 | 1,323 | 10.62 | ||||
| 2025-05-05 | 13F | Kestra Private Wealth Services, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 16,259 | -40.87 | 1,102 | -35.89 | ||||
| 2025-07-25 | 13F | Allspring Global Investments Holdings, LLC | 1,269 | 27.79 | 87 | 38.71 | ||||
| 2025-07-22 | 13F/A | Red Mountain Financial, LLC | 4,154 | -1.70 | 282 | 6.44 | ||||
| 2025-08-08 | 13F | Advisory Resource Group | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | Heritage Wealth Architects, Inc. | 13,192 | 298.19 | 894 | 331.88 | ||||
| 2025-08-07 | 13F | 1620 Investment Advisors, Inc. | 4,361 | 8.73 | 296 | 18.00 | ||||
| 2025-05-15 | 13F | Ancora Advisors, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 2,262,153 | 29.37 | 141,475 | 18.98 | ||||
| 2025-07-22 | 13F | Old National Bancorp /in/ | 8,977 | 608 | ||||||
| 2025-07-22 | 13F | USAdvisors Wealth Management, LLC | 11,442 | 0.31 | 1 | |||||
| 2025-08-12 | 13F | Sfmg, Llc | 3,997 | 12.50 | 271 | 21.62 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 9,219 | -23.40 | 625 | -17.02 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 2,983 | 202 | ||||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 621,081 | 13.99 | 42,097 | 23.54 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 25,527 | -60.26 | 1,730 | -56.92 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 2,930,717 | 198,644 | ||||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 3,391 | 0 | ||||||
| 2025-07-29 | 13F | Private Trust Co Na | 330 | 8.55 | 22 | 15.79 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 3,284 | -27.92 | 223 | -21.83 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 339,153 | -1.40 | 22,988 | 6.86 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 78,834 | 0.56 | 5,343 | 9.00 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 1,174 | 0.00 | 80 | 8.22 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 10,772 | 48.83 | 730 | 61.50 | ||||
| 2025-07-30 | 13F | Whittier Trust Co | 11,811 | 17.45 | 800 | 27.39 | ||||
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 574 | 0.00 | 39 | 8.57 | ||||
| 2025-08-08 | 13F | Firestone Capital Management | 4,000 | 0.00 | 271 | 8.40 | ||||
| 2025-08-14 | 13F | RMB Capital Management, LLC | 51,384 | 92.46 | 3,483 | 108.63 | ||||
| 2025-08-12 | 13F | Sierra Summit Advisors Llc | 8,520 | 2.18 | 577 | 10.75 | ||||
| 2025-07-11 | 13F | CMH Wealth Management LLC | 127,187 | -50.78 | 8,621 | -46.66 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 73 | 1.39 | 5 | 0.00 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 816,499 | 1.34 | 55,342 | 9.83 | ||||
| 2025-07-24 | 13F | KC Investment Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 603,824 | -12.95 | 40,927 | -5.65 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 3,571 | 0.68 | 242 | 9.50 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 897 | 128.24 | 61 | 150.00 | ||||
| 2025-07-29 | 13F | Regions Financial Corp | 2,981 | 202 | ||||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 7,491 | 0.00 | 508 | 8.33 | ||||
| 2025-04-29 | 13F | Palisade Capital Management Llc/nj | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | First National Advisers, LLC | 3,043 | 206 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 19,926 | -54.11 | 1,351 | -50.28 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 185,494 | -42.20 | 12,573 | -37.36 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 338,643 | -4.56 | 22,953 | 3.44 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 970,694 | -19.70 | 65,794 | -12.97 |
