PH:MFC / Manulife Financial Corporation - Kepemilikan Institusional - Pembeli

Manulife Financial Corporation
PH ˙ PSE ˙ CA56501R1064
PHP 1,650.00 ↑1,650.00 (∞%)
2025-09-05
BAHAGING PRESYO
Kepemilikan Institusional dan Dana - Pembeli

Pemegang saham utama yang telah membuka posisi baru di Manulife Financial Corporation meliputi FVD - First Trust Value Line Dividend Index Fund, Westerkirk Capital Inc., Numerai GP LLC, Peak6 Llc, Worldquant Millennium Advisors Llc, NWHNX - Nationwide Bailard International Equities Fund Institutional Service Class, Midwest Trust Co, Peak6 Llc, OWTEX - Old Westbury Total Equity Fund, Sunpointe, LLC, Bradley Foster & Sargent Inc/ct, Glenmede Investment Management, LP, Empirical Financial Services, LLC d.b.a. Empirical Wealth Management, Gf Fund Management Co. Ltd., Principal Street Partners, LLC, Ieq Capital, Llc, Private Management Group Inc, RINT - International Developed Equity Active ETF, Cary Street Partners Financial Llc, dan Bridgewater Advisors Inc. .

Halaman ini menunjukkan perubahan dalam struktur kepemilikan dengan mencantumkan lembaga, dana, dan pemegang saham utama yang telah meningkatkan kepemilikan mereka atau membuka posisi baru pada periode pelaporan terakhir. Baris berwarna hijau menunjukkan posisi baru. Klik tautan ikon untuk melihat riwayat transaksi selengkapnya.

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Tanggal File Sumber Investor Ketik Presyo ng Avg
(Silangan)		 Saham Δ Saham
(%)		 Dilaporkan
Nilai
($1000)		 Nilai Δ
(%)		 Alokasi Port
(%)
2025-08-13 13F Jones Financial Companies Lllp 696,667 16.21 22,286 20.84
2025-08-14 13F Kovitz Investment Group Partners, LLC 41,953 21.04 1,341 24.19
2025-06-26 NP CRBN - iShares MSCI ACWI Low Carbon Target ETF This fund is a listed as child fund of BlackRock Inc. 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 52,482 1.30 1,608 3.81
2025-06-26 NP PJRAX - PGIM QMA INTERNATIONAL EQUITY FUND Class A 45,600 342.72 1,398 353.57
2025-08-11 13F Bradley Foster & Sargent Inc/ct 11,619 371
2025-08-15 13F/A MUFG Securities EMEA plc 6,399,999 814.29 278,656 787.78
2025-07-25 13F Allspring Global Investments Holdings, LLC 444,290 1.55 14,217 2.32
2025-08-14 13F Goldman Sachs Group Inc 10,538,481 24.80 336,810 28.04
2025-08-04 13F Atria Investments Llc 74,226 6.90 2,372 9.71
2025-06-05 NP GTCIX - Quantitative International Equity Portfolio 15,600 81.40 478 85.99
2025-08-13 13F Capital Fund Management S.a. Call 38,200 37.91 1,221 41.53
2025-08-15 13F Semmax Financial Advisors Inc. 588 0.86 18 0.00
2025-08-13 13F Capital Fund Management S.a. Put 15,500 31.36 495 34.88
2025-08-08 13F Larson Financial Group LLC 2,348 46.29 75 50.00
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - International Index Portfolio Initial Class 45,500 10.48 1,455 13.33
2025-08-21 NP IEQ - Lazard International Dynamic Equity ETF 5,782 184
2025-07-29 NP WEUSX - Siit World Equity Ex-us Fund - Class A 374,937 5.86 11,917 7.56
2025-08-14 13F Ubs Asset Management Americas Inc 2,300,590 18.62 73,527 21.70
2025-08-14 13F Glenmede Investment Management, LP 11,201 358
2025-07-22 13F Simplicity Wealth,LLC 6,614 2.65 211 5.50
2025-08-20 NP QNZNX - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N 1,148 68.58 37 71.43
2025-08-12 13F MAI Capital Management 9,943 24.12 318 27.31
2025-08-07 13F Kestra Private Wealth Services, Llc 86,057 13.35 2,750 16.33
2025-08-14 13F BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 2,727,833 90.34 87,274 95.41
2025-08-14 13F Royal Bank Of Canada Call 580,800 80.26 18,562 84.94
2025-08-14 13F Royal Bank Of Canada Put 2,873,100 0.00 91,825 2.60
2025-08-07 13F Midwest Trust Co 21,240 679
2025-07-22 13F Knights of Columbus Asset Advisors LLC 10,719 9.84 343 12.87
2025-08-14 13F Royal Bank Of Canada 163,392,137 10.49 5,222,011 13.36
2025-07-17 13F BayBridge Capital Group, LLC 52,200 2.25 1,668 4.91
2025-08-11 13F Empowered Funds, LLC 60,822 7.81 1,944 10.59
2025-07-31 13F Boothe Investment Group, Inc. 19,076 9.32 610 12.15
2025-08-29 NP JVANX - International Equity Index Trust NAV 61,400 0.99 1,963 3.64
2025-08-04 13F Spinnaker Trust 97,690 2.94 3,122 5.62
2025-08-20 NP AQRNX - AQR Multi-Asset Fund Class N 25,772 64.32 824 68.85
2025-07-10 13F Wealth Enhancement Advisory Services, Llc 91,805 6.25 2,927 8.73
2025-07-28 13F Private Wealth Asset Management, LLC 2,690 2.28 86 4.94
2025-07-31 13F Oppenheimer & Co Inc 59,928 1.20 1,915 3.85
2025-08-13 13F Crescent Grove Advisors, LLC 12,216 0.78 390 3.45
2025-08-12 13F Private Management Group Inc 8,958 286
2025-08-12 13F Argent Trust Co 92,167 3.00 2,946 5.67
2025-08-08 13F Fiera Capital Corp 19,898 23.39 636 26.49
2025-08-18 13F/A National Bank Of Canada /fi/ 27,132,314 0.37 867,075 2.98
2025-08-14 13F Mufg Securities (canada), Ltd. 2,903,516 10.43 92,700 13.18
2025-08-14 13F Lombard Odier Asset Management (Switzerland) SA 41,246 33.40 1,320 -33.85
2025-08-06 13F Atlantic Union Bankshares Corp 286 9
2025-07-24 13F Grace & White Inc /ny 433,805 0.93 13,864 3.56
2025-08-12 13F Proequities, Inc. Put 0 0
2025-07-29 13F Harbor Asset Planning, Inc. 295 9
2025-08-12 13F Proequities, Inc. Call 0 0
2025-08-15 13F Equitable Holdings, Inc. 12,132 8.72 388 11.53
2025-08-12 13F Proequities, Inc. 0 0
2025-08-14 13F Erste Asset Management GmbH 143,874 111.58 8,604 313.41
2025-08-12 13F AlphaCore Capital LLC 29,119 18.16 931 21.25
2025-08-14 13F Bank Of America Corp /de/ 7,586,071 78.36 242,451 83.00
2025-06-26 NP IVLU - iShares Edge MSCI Intl Value Factor ETF This fund is a listed as child fund of BlackRock Inc. 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 300,605 1.69 9,213 4.22
2025-08-27 13F/A Brinker Capital Investments, LLC 47,226 21.09 1,509 24.30
2025-06-27 NP BRNY - Burney U.S. Factor Rotation ETF 56,169 13.59 1,720 16.23
2025-08-13 13F Wealthedge Investment Advisors, Llc 6,367 204
2025-07-31 13F Buckingham Strategic Partners 11,936 7.67 382 10.43
2025-06-24 NP JFLI - JPMorgan Flexible Income ETF 184 6
2025-06-30 NP VEU - Vanguard FTSE All-World ex-US Index Fund ETF Shares This fund is a listed as child fund of Vanguard Group Inc 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 3,594,690 1.29 110,167 3.81
2025-08-13 13F Beacon Pointe Advisors, LLC 7,998 0.16 256 2.82
2025-07-25 NP EWC - iShares MSCI Canada ETF This fund is a listed as child fund of BlackRock Inc. 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 2,230,880 3.06 71,038 5.37
2025-08-12 13F American Century Companies Inc 867,657 5.88 27,742 8.64
2025-08-08 13F Kingsview Wealth Management, LLC 26,650 156.74 852 163.47
2025-08-28 NP BLACKROCK ADVANTAGE GLOBAL FUND, INC. - BLACKROCK ADVANTAGE GLOBAL FUND, INC. Investor A This fund is a listed as child fund of BlackRock, Inc. 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 86,241 691.49 2,757 1,048.75
2025-08-12 13F Aviso Financial Inc. 155,601 8.39 4,974 11.15
2025-08-27 NP VTMGX - Vanguard Developed Markets Index Fund Admiral Shares This fund is a listed as child fund of Vanguard Group Inc 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 15,588,510 2.48 498,420 5.16
2025-07-11 13F Farther Finance Advisors, LLC 8,196 109.35 262 110.48
2025-08-13 13F West Family Investments, Inc. 19,718 13.05 630 16.02
2025-07-14 13F Pacifica Partners Inc. 10,937 40.90 351 47.68
2025-08-14 13F Macquarie Group Ltd 407,760 10.07 17,676 7.00
2025-08-07 13F Everhart Financial Group, Inc. 6,418 205
2025-07-10 13F Kozak & Associates, Inc. 2,000 61
2025-08-06 13F Harvest Portfolios Group Inc. 104,606 5.58 3,345 8.33
2025-07-30 13F D.a. Davidson & Co. 7,996 0.23 256 2.82
2025-08-06 13F Fox Run Management, L.l.c. 11,688 374
2025-07-18 13F Truist Financial Corp 89,882 5.47 2,873 8.21
2025-08-28 NP DMCY - DEMOCRACY INTERNATIONAL FUND Shares 1,494 9.05 48 11.90
2025-08-11 13F Independent Advisor Alliance 44,976 10.24 1,437 13.15
2025-08-13 13F Trustmark National Bank Trust Department 118,449 1.33 3,786 3.95
2025-08-13 13F Todd Asset Management Llc 1,311,190 12.03 41,906 14.94
2025-07-21 13F Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 10,113 323
2025-04-10 13F Unigestion Holding SA 331,084 78.40 10,318 81.21
2025-08-14 13F Benjamin Edwards Inc 109,829 1.94 3,510 4.59
2025-08-07 13F Nwam Llc 30,605 10.93 940 9.31
2025-08-14 13F Mercer Global Advisors Inc /adv 42,277 5.95 1,351 8.69
2025-08-13 13F Quadrature Capital Ltd 31,908 1,019
2025-08-14 13F Colony Group, LLC 760,373 0.26 24,302 2.87
2025-07-18 13F First Pacific Financial 737 24
2025-06-26 NP IQLT - iShares Edge MSCI Intl Quality Factor ETF This fund is a listed as child fund of BlackRock Inc. 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 2,368,721 27.71 72,594 30.89
2025-07-11 13F Assenagon Asset Management S.A. 1,562,190 2,413.30 49,924 2,478.72
2025-08-14 13F CIBC World Markets Inc. Call 200,000 100.00 6,392 105.20
2025-08-12 13F Cornerstone Wealth Management, LLC 7,977 9.17 255 11.89
2025-08-12 13F Virtu Financial LLC 7,979 0
2025-08-27 NP HCSRX - The Catholic SRI Growth Portfolio HC Strategic Shares 1,732 39.68 55 44.74
2025-08-07 13F Vise Technologies, Inc. 79,314 32.82 2,535 38.24
2025-07-22 13F Old National Bancorp /in/ 10,310 4.90 330 7.52
2025-08-08 13F Forsta Ap-fonden 662,400 11.42 21,137 14.12
2025-06-30 NP IDMO - Invesco S&P International Developed Momentum ETF This fund is a listed as child fund of Invesco Ltd. 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 191,942 69.28 5,871 72.55
2025-08-07 13F PFG Advisors 23,330 8.88 746 11.69
2025-06-26 NP FSCJX - Fidelity SAI Canada Equity Index Fund 4,221,312 79.11 129,371 83.57
2025-07-16 13F St Germain D J Co Inc 3,875 136.57 124 141.18
2025-08-14 13F DeepCurrents Investment Group LLC 36,630 15.73 1,170 2.99
2025-08-08 13F Candriam Luxembourg S.C.A. 626,180 13.31 19,981 16.06
2025-08-14 13F Clarity Asset Management, Inc. 1,315 0.92 42 5.00
2025-04-25 13F Smallwood Wealth Investment Management, LLC 555 17
2025-08-13 13F Transce3nd, LLC 673 12.54 22 16.67
2025-08-14 13F Synovus Financial Corp 106,722 9.93 3,411 12.76
2025-06-26 NP LGCAX - Lord Abbett Global Equity Research Fund Class A 43,693 12.63 1,339 15.43
2025-07-21 13F Credential Qtrade Securities Inc. 198,118 6.67 4,949 20.56
2025-07-29 13F Stratos Wealth Partners, LTD. 46,218 25.80 1,477 29.11
2025-08-12 13F Dynamic Technology Lab Private Ltd 12,837 410
2025-08-20 NP QCFIX - AQR CVX Fusion Fund Class I 285 9
2025-07-30 13F Strategic Blueprint, LLC 15,394 5.50 492 8.15
2025-08-05 13F GPS Wealth Strategies Group, LLC 1,318 4.03 42 7.69
2025-07-14 13F Legacy Capital Group California, Inc. 9,467 9.86 303 12.69
2025-08-13 13F EverSource Wealth Advisors, LLC 9,886 51.84 316 55.94
2025-07-29 13F Fundamentun, Llc 7,239 231
2025-06-26 NP IDEV - iShares Core MSCI International Developed Markets ETF This fund is a listed as child fund of BlackRock Inc. 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 1,420,125 5.83 43,523 8.47
2025-06-26 NP BlackRock ETF Trust - BlackRock World ex U.S. Carbon Transition Readiness ETF This fund is a listed as child fund of BlackRock, Inc. 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 28,717 37.28 880 40.80
2025-07-10 13F McHugh Group, LLC 6,400 205
2025-08-14 13F Aqr Capital Management Llc 58,744 107.12 1,877 115.25
2025-06-18 NP RGEAX - Global Equity Fund Class A 98,248 42.87 3,011 46.45
2025-08-06 13F Prospera Financial Services Inc 47,445 1,516
2025-07-24 13F Eastern Bank 968 156.08 31 172.73
2025-08-14 13F Seven Mile Advisory 10,609 1.30 339 3.99
2025-08-07 13F Americana Partners, LLC 59,496 3.15 1,901 5.85
2025-08-13 13F Quadrant Capital Group Llc 74,198 0.05 2,371 2.64
2025-08-14 13F Principal Street Partners, LLC 9,684 310
2025-08-06 13F Agf Management Ltd 3,354,807 37.88 119,727 32.16
2025-05-27 NP FDT - First Trust Developed Markets ex-US AlphaDEX Fund This fund is a listed as child fund of First Trust Advisors Lp 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 31,575 1.59 984 3.04
2025-07-29 13F Cidel Asset Management Inc 496,570 2.92 15,845 5.42
2025-07-29 NP Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF 127,683 3.86 4,058 5.54
2025-08-12 13F Winnow Wealth Llc 1,182 38
2025-08-08 13F Geode Capital Management, Llc 14,008,595 19.40 453,798 21.87
2025-08-05 13F Plato Investment Management Ltd 42,976 148.99 1,366 151.57
2025-08-14 13F GWM Advisors LLC 164,292 422.54 5,251 436.26
2025-08-19 NP RIFCX - International Developed Markets Fund 33,061 2.71 1,057 5.49
2025-08-08 13F Pinney & Scofield, Inc. 873 27.63 28 28.57
2025-08-14 13F Twinbeech Capital Lp 54,132 1,730
2025-08-14 13F Mml Investors Services, Llc 40,389 3.40 1 0.00
2025-08-14 13F Ieq Capital, Llc 8,991 287
2025-08-12 13F Integrated Advisors Network LLC 14,930 3.07 477 5.76
2025-08-07 13F Acadian Asset Management Llc 1,150,047 82.10 37 89.47
2025-08-20 NP QLEIX - AQR Long-Short Equity Fund Class I 356,877 84.61 11,411 89.44
2025-08-15 13F Kestra Advisory Services, LLC 75,190 8.01 2,403 10.84
2025-08-06 13F Wedbush Securities Inc 22,402 0.96 1
2025-08-06 13F AE Wealth Management LLC 8,308 21.53 266 25.00
2025-08-14 13F Qube Research & Technologies Ltd 1,115,113 62.55 35,652 66.80
2025-08-05 13F Cassaday & Co Wealth Management LLC 15,200 0.13 486 2.75
2025-08-13 13F Capital Analysts, Inc. 2,973 7.99 0
2025-07-31 13F Brighton Jones Llc 9,258 0.09 296 2.43
2025-06-24 NP IQDF - FlexShares International Quality Dividend Index Fund This fund is a listed as child fund of Northern Trust Corp 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 109,934 7.35 3,363 9.40
2025-08-28 NP CWI - SPDR(R) MSCI ACWI EX-US ETF This fund is a listed as child fund of State Street Corp 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 127,472 0.35 4,068 2.78
2025-08-14 13F/A Skopos Labs, Inc. 688 20.91 22 23.53
2025-08-20 NP QMFNX - AQR MS Fusion Fund Class N 165 5
2025-08-11 13F Nomura Asset Management Co Ltd 0 0
2025-08-27 NP Advanced Series Trust - Ast International Growth Portfolio 44,475 24.91 1,422 28.22
2025-08-14 13F Sagard Holdings Management Inc. 3,081 98
2025-08-12 13F Personal Cfo Solutions, Llc 10,099 1.84 323 4.55
2025-08-07 13F Teachers Retirement System Of The State Of Kentucky 823,210 12.28 26 18.18
2025-07-28 NP AVDE - Avantis International Equity ETF This fund is a listed as child fund of American Century Companies Inc 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 649,822 5.79 20,692 8.16
2025-08-26 NP FVD - First Trust Value Line Dividend Index Fund This fund is a listed as child fund of First Trust Advisors Lp 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 1,204,926 38,509
2025-08-05 13F NewSquare Capital LLC 570 111.90 18 125.00
2025-06-24 NP IQDY - FlexShares International Quality Dividend Dynamic Index Fund This fund is a listed as child fund of Northern Trust Corp 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 10,780 2.67 330 4.44
2025-07-30 13F Rehmann Capital Advisory Group 7,830 10.41 250 13.64
2025-08-08 13F Summitry Llc 21,734 19.79 695 22.83
2025-08-13 13F CLARET ASSET MANAGEMENT Corp 88,167 3 0.00
2025-08-14 13F Wetherby Asset Management Inc 27,111 32.27 866 37.68
2025-08-14 13F Point72 (DIFC) Ltd 3,288 105
2025-08-13 13F Westerkirk Capital Inc. 105,550 3,373
2025-08-12 13F Swiss National Bank 5,236,800 6.44 166,796 8.72
2025-07-25 13F Keener Financial Planning LLC 722 0
2025-08-26 NP GMOI - GMO International Value ETF 75,922 27.74 2,426 31.06
2025-07-22 13F Merit Financial Group, LLC 10,257 10.83 328 13.54
2025-08-05 13F Bank of New York Mellon Corp 1,819,518 2.47 58,152 5.13
2025-08-28 NP NZAC - SPDR MSCI ACWI Low Carbon Target ETF This fund is a listed as child fund of State Street Corp 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 3,891 2.48 124 5.08
2025-08-08 13F Crossmark Global Holdings, Inc. 93,716 0.08 2,995 2.71
2025-08-07 13F Guardian Partners Inc. 183,180 1.83 5,602 8.48
2025-07-21 13F Credential Securities Inc. 900,017 5.20 16,164 1.94
2025-07-30 NP ENDW - Cambria Endowment Style ETF 461 15
2025-07-25 13F Cwm, Llc 51,378 211.84 2
2025-08-14 13F PDT Partners, LLC 207,494 161.51 6,632 168.35
2025-07-30 13F Rnc Capital Management Llc 11,571 13.71 370 16.77
2025-08-14 13F Citadel Advisors Llc 437,627 95.30 13,987 100.40
2025-08-08 13F Thoroughbred Financial Services, Llc 19,150 5.73 1
2025-08-19 13F Cape Investment Advisory, Inc. 1,856 1,089.74 59 1,375.00
2025-08-14 13F Citadel Advisors Llc Put 68,900 14.07 2,202 17.07
2025-08-04 13F Flagship Harbor Advisors, Llc 16,653 15.53 532 18.49
2025-08-08 13F Fortis Group Advisors, LLC 7,163 1,083.97 222 1,133.33
2025-08-13 13F Scotia Capital Inc. 11,090,459 3.81 354,497 6.55
2025-08-06 13F Adviser Investments LLC 8,014 256
2025-07-22 13F Grimes & Company, Inc. 31,610 0.39 1,010 3.06
2025-06-26 NP FTIHX - Fidelity Total International Index 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 766,754 1.30 23,499 3.82
2025-07-07 13F Value Partners Investments Inc. 1,519,407 16,609.63 48,490 17,034.28
2025-08-14 13F Vident Advisory, LLC 92,453 1.31 2,952 3.83
2025-07-24 13F Blair William & Co/il 19,880 0.01 635 2.58
2025-08-14 13F Promethos Capital, LLC 496,615 6.46 15,864 9.17
2025-08-14 13F Caisse De Depot Et Placement Du Quebec 1,139,555 102.36 36,362 107.26
2025-07-22 NP FSTBX - FEDERATED GLOBAL ALLOCATION FUND Class A Shares This fund is a listed as child fund of Federated Hermes, Inc. 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 10,233 6.42 326 8.70
2025-07-17 13F Greenleaf Trust 8,403 1.47 269 4.28
2025-08-14 13F Van Eck Associates Corp 745,679 52.88 24 53.33
2025-06-26 NP MSTVX - Morningstar Alternatives Fund 334 42.13
2025-08-14 13F D. E. Shaw & Co., Inc. 1,294,240 41,410
2025-07-23 13F Charter Trust Co 6,340 203
2025-08-12 13F XTX Topco Ltd 136,545 4,364
2025-08-08 13F Foundations Investment Advisors, LLC 7,058 7.17 226 9.76
2025-07-01 13F Harbor Investment Advisory, Llc 523 34.10 17 33.33
2025-07-17 13F Janney Montgomery Scott LLC 96,955 7.51 3 50.00
2025-08-14 13F Engineers Gate Manager LP 101,265 67.11 3,237 71.45
2025-08-14 13F ICONIQ Capital, LLC 13,101 20.05 419 23.30
2025-08-05 13F Ninepoint Partners LP 125,790 20.82 4,020 23.96
2025-08-14 13F Bnp Paribas Arbitrage, Sa 431,436 67.76 13,789 72.13
2025-08-07 13F Galibier Capital Management Ltd. 710,069 2.15 22,658 4.62
2025-06-26 NP OWTEX - Old Westbury Total Equity Fund 16,449 504
2025-08-15 13F Ewing Morris & Co. Investment Partners Ltd. 10,481 0.05 334 -28.78
2025-08-07 13F Allworth Financial LP 10,937 47.44 350 55.80
2025-07-10 13F Atticus Wealth Management, Llc 345 11
2025-08-12 13F Jpmorgan Chase & Co 10,316,199 8.58 329,706 11.40
2025-08-26 NP IGRO - iShares International Dividend Growth ETF This fund is a listed as child fund of BlackRock Inc. 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 533,202 7.58 17,048 10.39
2025-07-08 13F Nbc Securities, Inc. 1,790 0.11 0
2025-07-31 13F Cardinal Point Capital Management, ULC 461,756 0.07 14,736 3.19
2025-08-13 13F FORA Capital, LLC 12,064 386
2025-06-26 NP INTF - iShares Edge MSCI Multifactor Intl ETF This fund is a listed as child fund of BlackRock Inc. 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 282,842 43.04 8,668 46.59
2025-06-26 NP BLACKROCK FUNDS - BlackRock Sustainable Advantage Global Equity Fund Class K This fund is a listed as child fund of BlackRock, Inc. 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 41 1
2025-06-03 13F Invst, LLC 35,769 60.03 1,114 62.39
2025-07-22 13F Wealthcare Advisory Partners LLC 7,149 0.70 228 3.17
2025-08-22 NP DEUTSCHE DWS VARIABLE SERIES II - DWS Global Income Builder VIP Class A 5,500 12.52 176 43.44
2025-04-29 13F Callan Capital, LLC 16,188 0.73 504 2.23
2025-07-23 13F Shell Asset Management Co 0 0
2025-08-08 13F Wealth Quarterback LLC 7,314 0.88 234 3.56
2025-07-07 13F Wesbanco Bank Inc 12,038 2.11 385 4.63
2025-07-23 13F Heathbridge Capital Management Ltd. 470,850 0.86 15,027 3.20
2025-07-31 13F MQS Management LLC 9,292 297
2025-07-25 13F Apollon Wealth Management, LLC 19,059 2.15 609 4.82
2025-07-24 13F Ronald Blue Trust, Inc. 13,664 0.72 437 3.32
2025-07-14 13F Southland Equity Partners LLC 6,434 206
2025-05-05 13F Lindbrook Capital, Llc 2,714 37.21 85 40.00
2025-08-14 13F Harwood Advisory Group, LLC 316 1.61 10 11.11
2025-06-24 NP FEDM - FlexShares ESG & Climate Developed Markets ex-US Core Index Fund This fund is a listed as child fund of Northern Trust Corp 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 18,060 1,636.54 552 1,680.65
2025-07-25 NP BRXAX - MFS Blended Research International Equity Fund A 242,225 51.94 7,713 55.35
2025-07-17 13F V-Square Quantitative Management LLC 507 22
2025-08-12 13F APG Asset Management N.V. 1,533,983 60.44 41,698 51.21
2025-08-13 13F Dixon Mitchell Investment Counsel Inc. 620,640 3.11 19,832 5.60
2025-08-06 13F Vestmark Advisory Solutions, Inc. 12,789 65.53 409 70.00
2025-07-29 NP VSGX - Vanguard ESG International Stock ETF ETF Shares This fund is a listed as child fund of Vanguard Group Inc 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 308,607 1.78 9,827 4.07
2025-07-17 13F Canerector Inc 620,000 3.33 26,995 9,934.94
2025-08-29 13F Evolution Wealth Management Inc. 100 3
2025-08-12 13F Aigen Investment Management, Lp 39,110 1,703
2025-08-20 NP RGLO - Global Equity Active ETF 5,082 162
2025-08-14 13F EP Wealth Advisors, Inc. 15,803 31.42 505 35.03
2025-08-27 NP JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I) 20,274 84.02 648 88.92
2025-08-13 13F Cresset Asset Management, LLC 46,111 13.87 1,474 16.81
2025-08-18 13F/A National Bank Of Canada /fi/ Put 5,294 5.52 16,921 8.25
2025-08-12 13F Legal & General Group Plc 10,920,228 0.13 348,476 2.56
2025-08-14 13F Evergreen Capital Management Llc 25,422 2.48 812 5.18
2025-08-12 13F BlackRock, Inc. 2,484,791 44.16 79,414 47.91
2025-08-08 13F MTM Investment Management, LLC 2,208 71
2025-04-30 13F Sofos Investments, Inc. 18 1,700.00 1
2025-08-14 13F Aprio Wealth Management, LLC 13,491 0.72 431 3.36
2025-07-16 13F ORG Partners LLC 831 11.39 27 13.04
2025-08-11 13F Blue Bell Private Wealth Management, Llc 746 15.48 24 15.00
2025-08-11 13F FSC Wealth Advisors, LLC 528 17
2025-07-21 13F Qrg Capital Management, Inc. 6,765 0.52 216 3.35
2025-08-05 13F Bridgewater Advisors Inc. 7,866 248
2025-08-08 13F Cetera Investment Advisers 158,282 1.83 5,059 4.48
2025-07-09 13F Sivia Capital Partners, LLC 7,843 13.11 251 16.28
2025-08-14 13F Stamos Capital Partners, L.p. 57,099 8.28 1,825 11.08
2025-08-14 13F Modern Wealth Management, LLC 7,103 227
2025-08-12 13F Global Retirement Partners, LLC 12,201 108.78 390 117.32
2025-08-27 NP ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA International Core Equity Fund 8,627 4,886.71 276 5,400.00
2025-07-16 13F Highline Wealth Partners Llc 118 55.26 4 50.00
2025-08-12 13F Gladstone Institutional Advisory LLC 9,428 0.02 301 2.73
2025-08-13 13F First Trust Advisors Lp 1,363,633 654.25 43,586 673.62
2025-07-25 NP SCHY - Schwab International Dividend Equity ETF 278,371 3.49 8,847 5.16
2025-08-14 13F Point72 Asset Management, L.P. 103,900 213.39 3,321 221.71
2025-08-20 NP QLFIX - AQR LSE Fusion Fund Class I 98 3
2025-08-07 13F Hennion & Walsh Asset Management, Inc. 44,168 11.15 1,412 14.07
2025-08-12 13F Magnetar Financial LLC 299,075 9,559
2025-08-08 13F Mv Capital Management, Inc. 3,546 113
2025-07-21 13F Ascent Group, LLC 9,564 9.38 306 12.13
2025-08-08 13F Avantax Advisory Services, Inc. 20,417 7.86 653 10.70
2025-07-22 13F DAVENPORT & Co LLC 95,873 5.84 3,064 8.61
2025-08-14 13F Smartleaf Asset Management LLC 5,391 4.66 172 8.86
2025-08-14 13F Toronto Dominion Bank 19,644,919 1.18 628,505 3.88
2025-07-25 NP PABD - iShares Paris-Aligned Climate MSCI World ex USA ETF 23,460 41.19 747 44.49
2025-07-29 13F Private Trust Co Na 6,228 36.97 199 41.13
2025-08-14 13F Toronto Dominion Bank Call 1,249,100 78.54 39,964 83.30
2025-08-15 13F Morgan Stanley 14,975,769 18.99 478,626 22.08
2025-07-18 13F Gold Investment Management Ltd. 194,845 1.75 6,229 4.34
2025-08-13 13F Cary Street Partners Financial Llc 7,869 251
2025-08-25 13F/A Neuberger Berman Group LLC 1,444,132 3.13 46,087 5.64
2025-08-14 13F Worldquant Millennium Advisors Llc 49,507 1,582
2025-08-11 13F Private Advisor Group, LLC 74,350 6.12 2,376 8.89
2025-06-18 NP NWHNX - Nationwide Bailard International Equities Fund Institutional Service Class 35,000 1,073
2025-08-08 13F Pnc Financial Services Group, Inc. 54,859 4.88 1,753 7.61
2025-08-04 13F Savvy Advisors, Inc. 20,063 16.88 641 20.04
2025-08-12 13F Prudential Plc 93,395 59.71 2,988 64.00
2025-06-30 NP VT - Vanguard Total World Stock Index Fund ETF Shares This fund is a listed as child fund of Vanguard Group Inc 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 1,139,058 4.44 34,909 7.04
2025-08-13 13F Measured Wealth Private Client Group, LLC 52,822 5.56 1,688 8.34
2025-07-25 13F Sequoia Financial Advisors, LLC 77,013 26.95 2,461 30.28
2025-07-29 13F Stanley-Laman Group, Ltd. 6,390 204
2025-07-23 13F Sachetta, LLC 3,005 15.18 96 18.52
2025-08-12 13F SRS Capital Advisors, Inc. 970 31
2025-08-12 13F Clearbridge Investments, LLC 775,537 38.89 24,786 42.51
2025-06-26 NP GLOF - iShares Edge MSCI Multifactor Global ETF This fund is a listed as child fund of BlackRock Inc. 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 10,492 9.45 322 12.24
2025-06-30 NP VGTSX - Vanguard Total International Stock Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc 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 24,844,668 0.59 761,415 3.09
2025-07-09 13F Triumph Capital Management 13,946 15.71 446 18.67
2025-07-17 13F One Wealth Advisors, LLC 26,196 0.90 837 3.59
2025-07-25 NP SCHF - Schwab International Equity ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc 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 3,589,945 1.86 114,099 3.50
2025-08-14 13F Graney & King, LLC 1,620 0.06 52 2.00
2025-07-08 13F Webster Bank, N. A. 605 19
2025-08-13 13F Walleye Trading LLC Call 4,400 141
2025-08-13 13F Walleye Trading LLC Put 4,800 153
2025-06-26 NP DFIC - Dimensional International Core Equity 2 ETF 304,015 291.40 9,309 291.92
2025-06-26 NP IMTM - iShares Edge MSCI Intl Momentum Factor ETF This fund is a listed as child fund of BlackRock Inc. 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 818,926 5.98 25,098 8.62
2025-07-28 NP QINT - American Century Quality Diversified International ETF This fund is a listed as child fund of American Century Companies Inc 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 13,185 27.82 420 30.53
2025-07-15 13F Bfsg, Llc 2,339 1.39 75 4.23
2025-08-12 13F Public Sector Pension Investment Board 1,265,746 660.91 40,389 679.39
2025-07-10 13F Redhawk Wealth Advisors, Inc. 76,292 1.55 2,438 4.19
2025-08-05 13F Plante Moran Financial Advisors, LLC 7,323 9.94 234 13.04
2025-08-14 13F Two Sigma Investments, Lp 2,575,815 226.01 82,323 234.48
2025-07-30 13F Caliber Wealth Management, LLC / KS 12,578 3.73 402 6.37
2025-08-28 NP SSGVX - State Street Global Equity ex-U.S. Index Portfolio State Street Global All Cap Equity ex-U.S. Index Portfolio This fund is a listed as child fund of State Street Corp 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 488,000 6.34 15,572 8.91
2025-08-26 NP IXG - iShares Global Financials ETF This fund is a listed as child fund of BlackRock Inc. 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 68,251 3.31 2,182 6.03
2025-08-20 NP RINT - International Developed Equity Active ETF 8,569 274
2025-06-27 NP EFFI - Harbor Osmosis International Resource Efficient ETF 45,161 9.28 1,384 12.06
2025-08-28 NP SPGM - SPDR(R) Portfolio MSCI Global Stock Market ETF This fund is a listed as child fund of State Street Corp 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 22,286 2.95 711 5.49
2025-08-04 13F Assetmark, Inc 638,136 7.27 20,395 10.05
2025-07-25 13F Verdence Capital Advisors LLC 6,496 0.82 208 3.50
2025-08-14 13F Alliancebernstein L.p. 135,762 0.49 4,339 3.09
2025-08-12 13F LPL Financial LLC 617,993 7.81 19,751 10.61
2025-08-12 13F Entropy Technologies, LP 49,657 1,587
2025-08-06 13F Golden State Wealth Management, LLC 1,276 2.65 41 5.26
2025-06-24 NP TNXAX - 1290 DoubleLine Dynamic Allocation Fund Class A 2,400 41.18 74 46.00
2025-08-08 13F D'Orazio & Associates, Inc. 9,927 0.02 317 2.59
2025-06-24 NP JIVE - JPMorgan International Value ETF 38,428 52.50 1,178 56.31
2025-08-07 13F Tacita Capital Inc 29,648 1.49 948 4.07
2025-08-14 13F Man Group plc 3,017,539 65.29 96,334 69.39
2025-07-25 NP DEEF - Xtrackers FTSE Developed ex US Comprehensive Factor ETF 1,185 17.79 38 19.35
2025-08-18 13F/A National Bank Of Canada /fi/ Call 10,707 56.47 34,222 60.50
2025-07-15 13F Norden Group Llc 30,888 0.26 987 2.92
2025-08-14 13F Two Sigma Advisers, Lp 747,055 128.21 23,876 134.14
2025-07-29 13F LMG Wealth Partners, LLC 59,696 3.09 1,908 5.77
2025-07-25 NP URTH - iShares MSCI World ETF This fund is a listed as child fund of BlackRock Inc. 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 117,909 5.77 3,755 8.12
2025-08-14 13F Atomi Financial Group, Inc. 25,788 5.61 824 8.42
2025-07-23 13F Prime Capital Investment Advisors, LLC 8,010 0.30 256 2.82
2025-06-18 NP RAZAX - Multi-Asset Growth Strategy Fund Class A 10,278 21.95 315 24.60
2025-07-11 13F/A Umb Bank N A/mo 8,487 8.07 271 11.07
2025-07-10 13F Carderock Capital Management Inc 1,800 58
2025-08-12 13F Picton Mahoney Asset Management 1,986,425 63
2025-08-08 13F VeraBank, N.A. 6,362 203
2025-08-13 13F Kilter Group LLC 13 0
2025-08-13 13F Twin Peaks Wealth Advisors, LLC 493 15
2025-08-04 13F Creative Financial Designs Inc /adv 2,246 0.09 72 2.90
2025-08-05 13F K.J. Harrison & Partners Inc 92,456 18.44 2,951 21.20
2025-08-14 13F Balyasny Asset Management Llc 22,599 3.51 722 6.18
2025-08-14 13F Raymond James Financial Inc 565,724 3.53 18,081 6.23
2025-07-08 13F Little House Capital Llc 36,417 2.62 1,164 5.25
2025-07-24 13F Trust Co Of Toledo Na /oh/ 736 24
2025-08-14 13F Towarzystwo Funduszy Inwestycyjnych Pzu Sa 1,543 0.98 49 4.26
2025-07-16 13F Brown, Lisle/cummings, Inc. 13,749 4.17 439 6.81
2025-08-07 13F Resources Investment Advisors, LLC. 8,003 5.34 256 8.05
2025-06-26 NP DXIV - Dimensional International Vector Equity ETF 1,600 700.00 49 700.00
2025-08-22 NP CVIE - Calvert International Responsible Index ETF 18,698 26.21 598 29.50
2025-08-14 13F Stifel Financial Corp 269,243 5.77 8,605 8.51
2025-07-25 NP UTMAX - Target Managed Allocation Fund 73,638 2,345
2025-06-26 NP Dfa Investment Dimensions Group Inc - Va International Value Portfolio This fund is a listed as child fund of Dimensional Fund Advisors Lp 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 54,802 15.25 1,678 18.00
2025-06-26 NP MSTFX - Morningstar International Equity Fund 243,211 0.88 7,454 3.38
2025-08-15 13F Captrust Financial Advisors 87,211 2.69 2,787 5.37
2025-09-04 13F/A Advisor Group Holdings, Inc. 157,436 67.56 4,991 70.52
2025-08-13 13F Cary Street Partner Investment Advisory Llc 525 17
2025-08-07 13F Campbell & CO Investment Adviser LLC 136,070 564.21 4,349 581.50
2025-05-14 13F Credit Agricole S A 47,580 13.09 1,482 14.71
2025-08-11 13F Wealthspire Advisors, LLC 16,541 0.25 529 2.92
2025-08-13 13F Bank Of Nova Scotia 14,002,168 0.08 447,566 2.65
2025-07-31 13F Caitong International Asset Management Co., Ltd 10 0
2025-07-14 13F GAMMA Investing LLC 73 2
2025-08-11 13F Vanguard Group Inc 76,336,875 2.69 2,440,795 5.38
2025-08-13 13F Healthcare Of Ontario Pension Plan Trust Fund 400,000 12,798
2025-08-14 13F Syon Capital Llc 11,910 26.84 381 30.14
2025-08-20 NP AQMIX - AQR Managed Futures Strategy Fund Class I 117,241 108.05 3,749 113.56
2025-08-20 NP QHFRX - AQR MS Fusion HV Fund Class R6 178 6
2025-08-14 13F Jane Street Group, Llc 433,959 0.25 13,869 2.86
2025-08-07 13F Connor, Clark & Lunn Investment Management Ltd. 12,015,008 4.96 384,409 7.75
2025-07-28 13F Sagespring Wealth Partners, Llc 10,810 27.90 345 31.18
2025-07-29 NP GTMIX - GMO Tax-Managed International Equities Fund Class III 124,800 53.74 3,974 53.79
2025-08-26 NP MASTER INVESTMENT PORTFOLIO - Total International ex U.S. Index Master Portfolio 121,466 1.45 3,884 4.10
2025-08-14 13F Manufacturers Life Insurance Company, The 1,873,061 0.13 59,576 1.66
2025-07-25 13F Yousif Capital Management, Llc 23,606 8.28 754 11.05
2025-07-21 13F Ameriflex Group, Inc. 62 1.64 2 0.00
2025-08-11 13F Waratah Capital Advisors Ltd. Call 250,000 7,990
2025-08-13 13F WCG Wealth Advisors LLC 39,321 19.71 1,257 22.78
2025-08-12 13F J.w. Cole Advisors, Inc. 26,967 11.14 862 14.04
2025-06-26 NP DFAI - Dimensional International Core Equity Market ETF 369,749 51.36 11,322 51.53
2025-06-26 NP FZILX - Fidelity ZERO International Index 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 303,096 5.34 9,289 7.96
2025-08-25 13F Silverlake Wealth Management Llc 7,076 226
2025-08-12 13F Deutsche Bank Ag\ 3,086,926 8.77 98,658 11.60
2025-07-14 13F AdvisorNet Financial, Inc 3,337 0.66 107 2.91
2025-06-30 NP IDLV - Invesco S&P International Developed Low Volatility ETF This fund is a listed as child fund of Invesco Ltd. 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 39,340 17.94 1,203 20.30
2025-06-26 NP DFIV - Dimensional International Value ETF 1,128,759 4.83 34,563 7.32
2025-07-31 13F Hoge Financial Services, Llc 31,435 0.88 1,005 3.51
2025-06-26 NP FDEV - Fidelity Targeted International Factor ETF 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 18,849 14.15 577 16.36
2025-08-14 13F Numerai GP LLC 92,240 2,948
2025-08-14 13F Quantinno Capital Management LP 195,796 10.42 6,258 13.29
2025-08-08 13F Intech Investment Management Llc 296,668 45.69 9,466 49.21
2025-08-08 13F Atlantic Trust, LLC 514 16
2025-08-11 13F GW&K Investment Management, LLC 267 0
2025-06-26 NP OWLSX - Old Westbury Large Cap Strategies Fund 1,065,873 1,191.97 32,666 1,224.08
2025-06-25 NP VWID - Virtus WMC Global Factor Opportunities ETF 6,104 1.36 187 3.89
2025-08-14 13F Peak6 Llc 19,088 610
2025-08-06 13F Metis Global Partners, LLC 80,997 8.17 2,590 10.97
2025-08-14 13F Peak6 Llc Put 71,900 2,298
2025-08-13 13F Williamson Legacy Group, LLC 32,523 130.61 1,039 136.67
2025-08-01 13F Rossby Financial, LCC 8,260 2.81 264 8.68
2025-07-22 13F Gf Fund Management Co. Ltd. 9,791 313
2025-08-08 13F Creative Planning 230,820 3.83 7,377 6.54
2025-08-13 13F Blueshift Asset Management, LLC 8,858 283
2025-06-24 NP ESGG - FlexShares STOXX Global ESG Impact Index Fund This fund is a listed as child fund of Northern Trust Corp 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 5,187 15.01 159 17.04
2025-05-28 NP IEAIX - Lazard International Equity Advantage Portfolio Institutional Shares 7,358 16.63 229 18.65
2025-08-12 13F CenterBook Partners LP 31,907 155.13 1,020 161.95
2025-08-20 NP QMNIX - AQR Equity Market Neutral Fund Class I 134,870 36.28 4,312 39.86
2025-08-15 13F Keel Point, LLC 6,272 200
2025-08-06 13F Sienna Gestion 166,739 11.06 4,858 6.84
2025-04-29 13F Hm Payson & Co 3,933 45.61 123 48.78
2025-07-25 13F JustInvest LLC 101,737 5.16 3,252 7.90
2025-08-13 13F Mount Yale Investment Advisors, LLC 6 0
2025-06-26 NP ACWI - iShares MSCI ACWI ETF This fund is a listed as child fund of BlackRock Inc. 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 480,441 7.41 14,724 10.09
2025-07-31 13F Cambridge Investment Research Advisors, Inc. 119,795 1.41 4 0.00
2025-04-11 13F First Affirmative Financial Network 9,251 3.89 288 5.49
2025-08-13 13F Lido Advisors, LLC 38,392 1.23 1,227 3.90
2025-08-07 13F Scheer, Rowlett & Associates Investment Management Ltd. 1,385,074 2.47 44,314 5.20
2025-07-09 13F Sunpointe, LLC 15,419 493
2025-06-26 NP ETISX - E*TRADE No Fee International Index Fund 1,080 33
2025-07-10 13F Piscataqua Savings Bank 730 23
2025-07-24 13F Callan Family Office, LLC 60,617 266.80 1,937 276.85
2025-05-23 NP PIBAX - PGIM BALANCED FUND Class A 28,100 246.91 876 252.82
2025-08-11 13F Brown Brothers Harriman & Co 20,294 2.33 649 5.02
2025-06-18 NP RMYAX - Multi-Strategy Income Fund Class A 7,658 23.70 235 26.49
2025-05-30 NP MFDX - PIMCO RAFI Dynamic Multi-Factor International Equity ETF 18,380 8.89 573 10.42
2025-08-13 13F 1832 Asset Management L.P. 25,155,652 2.99 803,975 5.67
2025-08-18 13F Geneos Wealth Management Inc. 8,853 13.38 283 16.05
2025-07-15 13F Affinity Wealth Management Llc 127,762 1.16 4,083 3.79
2025-08-04 13F Center for Financial Planning, Inc. 6,396 143.94 204 151.85
2025-08-08 13F Wealth Alliance 20,984 1.67 671 4.36
2025-08-14 13F Millennium Management Llc 914,099 10.71 29,212 13.45
2025-08-08 13F New England Capital Financial Advisors LLC 5,939 7.43 190 9.88
2025-07-16 13F Legend Financial Advisors, Inc. 200 6
2025-06-30 NP VIHAX - Vanguard International High Dividend Yield Index Fund Admiral Shares This fund is a listed as child fund of Vanguard Group Inc 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 1,243,980 10.05 38,124 12.79
2025-08-14 13F Wiley Bros.-aintree Capital, Llc 28,973 31.30 926 36.43
2025-06-26 NP IXUS - iShares Core MSCI Total International Stock ETF This fund is a listed as child fund of BlackRock Inc. 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 2,210,067 0.83 67,732 3.34
2025-08-12 13F Advisors Asset Management, Inc. 30,574 6.33 977 9.16
2025-07-15 13F Main Street Group, LTD 1,003 2.35 32 6.67
2025-08-20 NP QMHIX - AQR Managed Futures Strategy HV Fund Class I 47,166 326.73 1,508 338.37
2025-07-22 13F Belpointe Asset Management LLC 6,264 200
2025-08-13 13F Norges Bank 19,761,100 632,238
2025-08-13 13F Korea Investment CORP 1,637,795 0.43 52,261 2.86
2025-06-26 NP ACWX - iShares MSCI ACWI ex U.S. ETF This fund is a listed as child fund of BlackRock Inc. 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 370,823 14.16 11,365 17.00
2025-04-17 13F Vista Wealth Management Group, LLC 6,661 207
2025-06-26 NP UGOFX - Global Managed Volatility Fund Institutional Shares 6,792 48.78 208 52.94
2025-08-06 13F Savant Capital, LLC 27,299 46.26 872 50.09
2025-08-06 13F Csenge Advisory Group 8,515 0.12 271 11.52
2025-08-13 13F F/M Investments LLC 60,708 8.11 1,940 10.92
2025-08-13 13F Cerity Partners LLC 178,007 3.07 5,688 5.74
2025-07-23 NP DBAW - Xtrackers MSCI All World ex US Hedged Equity ETF 10,349 0.46 330 2.81
2025-08-14 13F SIG North Trading, ULC Put 1,992,100 8.64 63,668 11.47
2025-07-23 13F RMG Wealth Management LLC 2,101 65
2025-08-14 13F SIG North Trading, ULC 514,251 3.03 16,435 5.71
2025-05-02 13F Napatree Capital Llc 10,279 4.74 320 6.31
2025-08-13 13F Brown Advisory Inc 23,950 17.57 765 20.66
2025-07-21 13F Ameritas Advisory Services, LLC 2,860 91
2025-06-18 NP RINYX - International Developed Markets Fund Class Y 103,474 1.55 3,171 4.10
2025-08-05 13F Crestwood Advisors Group LLC 415,661 0.22 13,285 2.83
2025-08-14 13F Mariner, LLC 187,847 6.62 6,004 9.40
2025-07-24 13F PDS Planning, Inc 11,117 4.36 355 7.25
2025-08-07 13F Zurcher Kantonalbank (Zurich Cantonalbank) 1,501,045 2.61 47,897 5.09
2025-08-12 13F Gitterman Wealth Management, LLC 5,793 185
2025-08-14 13F SIG North Trading, ULC Call 547,300 89.18 17,492 94.11
2025-06-25 NP GENW - Genter Capital International Dividend ETF 541 19.96 17 23.08
2025-04-23 13F JCIC Asset Management Inc. 6,749 5.63 210 7.14
2025-08-13 13F Bare Financial Services, Inc 799 23.30 26 25.00
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