Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di iShares, Inc. - iShares MSCI Emerging Markets ex China ETF meliputi Teacher Retirement System Of Texas, Adventist Health System/ West, Myriad Asset Management US LP, QAI - IQ Hedge Multi-Strategy Tracker ETF, Prasad Wealth Partners, LLC, Chatham Capital Group, Inc., MAINSTAY VP FUNDS TRUST - MainStay VP IQ Hedge Multi-Strategy Portfolio Initial Class, Bank Of Nova Scotia, KADENSA CAPITAL Ltd, Financial Partners Group, Inc, First Financial Bankshares Inc, Total Wealth Planning, Llc, WealthPlan Investment Management, LLC, Glenmede Investment Management, LP, Duncan Williams Asset Management, LLC, Strathmore Capital Advisors, Inc., Loomis Sayles & Co L P, Cove Private Wealth, LLC, K.J. Harrison & Partners Inc, dan Capital Advantage, 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.
Tingkatkan ke versi premium untuk membuka data premium.
| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 866 | 0.12 | 55 | 14.89 | ||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 62,684 | 3.54 | 4 | 0.00 | ||||
| 2025-08-01 | 13F | Zhang Financial LLC | 106,711 | 26.07 | 6,738 | 44.51 | ||||
| 2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 1,240 | 78 | ||||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 13,641 | 4.46 | 861 | 19.75 | ||||
| 2025-07-24 | 13F | Ridgeline Wealth Planning, LLC | 41,109 | 11.06 | 2,596 | 27.27 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 154,910 | 10.45 | 9,781 | 26.60 | ||||
| 2025-07-08 | 13F | Heartwood Wealth Advisors LLC | 7,252 | 7.48 | 458 | 23.18 | ||||
| 2025-07-25 | 13F | Fifth Third Wealth Advisors LLC | 120,427 | 86.75 | 7,604 | 114.05 | ||||
| 2025-07-18 | 13F | BSW Wealth Partners | 5,525 | 38.23 | 349 | 58.18 | ||||
| 2025-08-12 | 13F | RiverFront Investment Group, LLC | 792,256 | 2.55 | 50,023 | 17.54 | ||||
| 2025-07-25 | 13F | Northwest Capital Management Inc | 5,661 | 67.39 | 357 | 91.94 | ||||
| 2025-08-14 | 13F | Css Llc/il | Call | 5,500 | 347 | |||||
| 2025-07-15 | 13F | Tenon Financial LLC | 4,448 | 0.25 | 281 | 14.75 | ||||
| 2025-08-18 | 13F | Front Row Advisors LLC | 414 | 26 | ||||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 2,276 | 17.87 | 144 | 34.91 | ||||
| 2025-08-12 | 13F | Quadcap Wealth Management, LLC | 32,861 | 1.60 | 2,075 | 16.45 | ||||
| 2025-07-28 | 13F | Courier Capital Llc | 174,646 | 5.90 | 11,027 | 21.38 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 839 | 35.76 | 53 | 52.94 | ||||
| 2025-07-30 | 13F | Arbor Investment Advisors, LLC | 28,903 | 316.11 | 1,825 | 377.49 | ||||
| 2025-08-13 | 13F | Ark & Tlk Investments, Llc | 7,113 | 0.17 | 449 | 14.83 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 2,518,698 | 2.51 | 159,031 | 17.48 | ||||
| 2025-08-14 | 13F | Fmr Llc | 26,950 | 41.45 | 1,702 | 62.15 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 180,174 | 4.71 | 11,376 | 20.01 | ||||
| 2025-08-07 | 13F | Panoramic Investment Advisors, Llc | 9,184 | 0.69 | 580 | 15.34 | ||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 5,351 | 31.54 | 338 | 50.45 | ||||
| 2025-08-01 | 13F | Oarsman Capital, Inc. | 188,560 | 2.85 | 11,906 | 17.88 | ||||
| 2025-08-05 | 13F | Artemis Wealth Advisors, LLC | 390,345 | 0.15 | 24,646 | 14.78 | ||||
| 2025-07-24 | 13F | Lmcg Investments, Llc | 5,096 | 37.36 | 322 | 57.35 | ||||
| 2025-07-02 | 13F | Howard Financial Services, Ltd. | 3,430 | 217 | ||||||
| 2025-06-25 | NP | QAI - IQ Hedge Multi-Strategy Tracker ETF | 355,903 | 20,194 | ||||||
| 2025-07-23 | 13F | Quarry Hill Advisors, Llc | 23,853 | 1.07 | 1,506 | 15.85 | ||||
| 2025-07-10 | 13F | Bigelow Investment Advisors, LLC | 31,929 | 16.31 | 2,016 | 33.27 | ||||
| 2025-08-12 | 13F | Eley Financial Management, Inc | 75,199 | 2.78 | 4,748 | 17.18 | ||||
| 2025-07-08 | 13F | 21 West Wealth Management LLC | 12,276 | 775 | ||||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 8,086 | 511 | ||||||
| 2025-08-14 | 13F | First Financial Bankshares Inc | 35,520 | 2,243 | ||||||
| 2025-07-08 | 13F | RMR Wealth Builders | 4,921 | 311 | ||||||
| 2025-07-17 | 13F | Stockman Wealth Management, Inc. | 310,675 | 1.62 | 19,616 | 16.48 | ||||
| 2025-07-23 | 13F | 1 North Wealth Services Llc | 116,550 | 9.92 | 7,359 | 25.97 | ||||
| 2025-07-22 | 13F | Legacy Trust | 4,632 | 292 | ||||||
| 2025-03-11 | 13F | Anchor Pointe Wealth Management, LLC | 12,586 | 699 | ||||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 51,190 | 26.87 | 3,232 | 45.45 | ||||
| 2025-07-10 | 13F | Strathmore Capital Advisors, Inc. | 22,272 | 1,414 | ||||||
| 2025-07-14 | 13F | Maryland Capital Advisors Inc. | 44,247 | 1.60 | 2,794 | 16.42 | ||||
| 2025-08-12 | 13F | Weitzel Financial Services, Inc. | 50,767 | 0.42 | 3,254 | 18.63 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 425,416 | 3.02 | 26,861 | 18.08 | ||||
| 2025-08-14 | 13F | Harvest Investment Advisors, LLC | 56,293 | 0.22 | 3,554 | 14.87 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 3,355 | 564.36 | 212 | 681.48 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 3,235 | 204 | ||||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 45,998 | 7.11 | 2,904 | 22.79 | ||||
| 2025-07-18 | 13F | Arcadia Wealth Management, LLC | 3,221 | 203 | ||||||
| 2025-08-11 | 13F | Bell Investment Advisors, Inc | 1,100 | 2.14 | 69 | 16.95 | ||||
| 2025-08-01 | 13F | Teacher Retirement System Of Texas | 6,098,476 | 385,058 | ||||||
| 2025-08-12 | 13F | Camden National Bank | 61,105 | 11.36 | 3,858 | 27.66 | ||||
| 2025-08-04 | 13F | Keybank National Association/oh | 116,017 | 7.44 | 7,325 | 23.13 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 5,758 | 3.80 | 364 | 19.02 | ||||
| 2025-07-24 | 13F | Eastern Bank | 1,090,031 | 2.36 | 68,825 | 17.32 | ||||
| 2025-08-05 | 13F | BEAM Asset Management, LLC | 289,906 | 17.47 | 18,305 | 34.63 | ||||
| 2025-07-23 | 13F | Meitav Dash Investments Ltd | 46,933 | 4.10 | 2,963 | 19.33 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 12,347 | 0.16 | 780 | 14.73 | ||||
| 2025-07-11 | 13F | Capital Advantage, Inc. | 14,978 | 946 | ||||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 18,331 | 1,160 | ||||||
| 2025-08-13 | 13F | Haverford Trust Co | 12,710 | 24.80 | 803 | 42.96 | ||||
| 2025-07-29 | 13F | Kraft, Davis & Associates, LLC | 76,168 | 22.14 | 4,817 | 40.90 | ||||
| 2025-08-13 | 13F | Bare Financial Services, Inc | 143,559 | 7.73 | 9,064 | 23.47 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 12,997 | 821 | ||||||
| 2025-08-12 | 13F | Prudential Plc | 925,500 | 2,157.32 | 58,436 | 2,487.95 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 3,453 | 218 | ||||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Growth ETF Portfolio Class 2 shares | 163,525 | 0.15 | 10,325 | 14.79 | ||||
| 2025-05-01 | 13F | Lane & Associates LLC | 42,150 | 4.01 | 2,322 | 1.57 | ||||
| 2025-07-18 | 13F | Foundry Financial Group, Inc. | 70,459 | 0.87 | 4,449 | 15.59 | ||||
| 2025-07-30 | 13F | First Citizens Bank & Trust Co | 41,728 | 7.25 | 2,635 | 22.91 | ||||
| 2025-07-25 | 13F | Wells Financial Advisors INC | 1,710 | 362.16 | 108 | 435.00 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 32 | 2 | ||||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 59,924 | 18,626.25 | 3,784 | 22,152.94 | ||||
| 2025-08-01 | 13F | Yukon Wealth Management, Inc. | 10,416 | 7.17 | 658 | 22.80 | ||||
| 2025-07-17 | 13F | LVW Advisors, LLC | 61,835 | 5.25 | 3,904 | 20.64 | ||||
| 2025-08-12 | 13F | Twin Focus Capital Partners, Llc | 3,305 | 209 | ||||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 17,411 | 87.36 | 1,099 | 115.07 | ||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 3,191 | 201 | ||||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 416 | 61.87 | 26 | 85.71 | ||||
| 2025-08-14 | 13F | Talisman Wealth Advisors LLC | 3,210 | 203 | ||||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 41,421 | 24.22 | 2,615 | 42.43 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 3,336 | 127.09 | 211 | 162.50 | ||||
| 2025-07-16 | 13F | Stephenson National Bank & Trust | 12,657 | 630.77 | 799 | 741.05 | ||||
| 2025-08-11 | 13F | Nomura Asset Management Co Ltd | 339,800 | 21,455 | ||||||
| 2025-07-10 | 13F | Anderson Hoagland & Co | 557,991 | 19.11 | 35,232 | 50.17 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 215 | 0.47 | 14 | 18.18 | ||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 30,199 | 1,907 | ||||||
| 2025-07-17 | 13F | XY Planning Network, Inc. | 26,226 | 37.81 | 1,656 | 57.92 | ||||
| 2025-05-27 | NP | BlackRock Funds II - BLACKROCK 80/20 TARGET ALLOCATION FUND INSTITUTIONAL SHARES 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 | 1,088,901 | 1.31 | 59,988 | 0.65 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 9,795 | 3.38 | 619 | 18.62 | ||||
| 2025-07-15 | 13F | Alpha Omega Wealth Management LLC | 3,551 | 224 | ||||||
| 2025-08-05 | 13F | Beckerman Institutional, LLC | 29,977 | 7.89 | 2 | 0.00 | ||||
| 2025-07-22 | 13F | MBL Wealth, LLC | 101,171 | 4.96 | 6,388 | 20.28 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 243,985 | 6.12 | 15,405 | 21.57 | ||||
| 2025-07-14 | 13F | Clear Harbor Asset Management, LLC | 22,950 | 1.36 | 1,449 | 16.20 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 3,482 | 7.47 | 220 | 23.03 | ||||
| 2025-04-03 | 13F | First Hawaiian Bank | 52,658 | 2.55 | 2,901 | 1.86 | ||||
| 2025-07-18 | 13F | New Wave Wealth Advisors Llc | 64,299 | 0.51 | 4,060 | 15.18 | ||||
| 2025-07-22 | 13F | Wealthcare Capital Partners, LLC | 14,426 | 9.22 | 911 | 25.17 | ||||
| 2025-08-07 | 13F | PFG Advisors | 33,180 | 2,095 | ||||||
| 2025-07-17 | 13F | Campion Asset Management LLC | 19,275 | 0.82 | 1,217 | 15.57 | ||||
| 2025-07-28 | 13F | Evernest Financial Advisors, LLC | 3,240 | 205 | ||||||
| 2025-08-06 | 13F | Ethos Financial Group, LLC | 125,186 | 1.64 | 7,904 | 16.51 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 37,149 | 239.85 | 2,346 | 289.53 | ||||
| 2025-08-14 | 13F | Hancock Whitney Corp | 697,282 | 0.16 | 44,026 | 14.79 | ||||
| 2025-08-06 | 13F | Pekin Hardy Strauss, Inc. | 99,098 | 30.76 | 6,257 | 49.87 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1,439 | 91 | ||||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 39,478 | 42.98 | 2,493 | 63.84 | ||||
| 2025-07-30 | 13F | Smith Thornton Advisors LLC | 30,031 | 0.23 | 1,896 | 14.91 | ||||
| 2025-08-14 | 13F | Wetherby Asset Management Inc | 4,211 | 266 | ||||||
| 2025-07-22 | 13F | Duncan Williams Asset Management, LLC | 29,669 | 1,873 | ||||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 693 | 63.44 | 44 | 86.96 | ||||
| 2025-07-17 | 13F | Chatham Capital Group, Inc. | 129,525 | 8,178 | ||||||
| 2025-08-14 | 13F | Southport Management, L.l.c. | 7,500 | 474 | ||||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 219,985 | 6.39 | 13,890 | 21.94 | ||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 77,600 | 251.50 | 4,900 | 302.88 | ||||
| 2025-08-06 | 13F | Raelipskie Partnership | 135,022 | 1.36 | 8,525 | 16.18 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 894,674 | 634.92 | 56,490 | 742.37 | ||||
| 2025-08-14 | 13F | Vista Private Wealth Partners. LLC | 54,637 | 2.07 | 3,450 | 16.99 | ||||
| 2025-08-13 | 13F | M&t Bank Corp | 32,264 | 18.10 | 2,037 | 35.35 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 479 | 37.25 | ||||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 71,720 | 8.13 | 4,536 | 24.11 | ||||
| 2025-07-22 | 13F | Kickstand Ventures, Llc. | 29,669 | 1.75 | 1,873 | 16.63 | ||||
| 2025-07-16 | 13F | Novem Group | 11,545 | 5.19 | 729 | 20.53 | ||||
| 2025-07-25 | 13F | Verdence Capital Advisors LLC | 4,907 | 7.56 | 310 | 23.11 | ||||
| 2025-08-06 | 13F | HORAN Wealth, LLC | 10,365 | 654 | ||||||
| 2025-08-13 | 13F | Dana Investment Advisors, Inc. | 7,395 | 12.54 | 467 | 29.09 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 20,235 | 430.82 | 1,278 | 508.10 | ||||
| 2025-07-28 | 13F | Heritage Wealth Management, Inc. /CA/ | 3,505 | 221 | ||||||
| 2025-08-11 | 13F | Estate Counselors, LLC | 8,925 | 564 | ||||||
| 2025-07-16 | 13F | TCI Wealth Advisors, Inc. | 6,530 | 412 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 18,300 | 88.66 | 1,155 | 116.29 | |||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 1,342,097 | 184.82 | 85 | 236.00 | ||||
| 2025-08-13 | 13F | Bank Of Nova Scotia | 100,000 | 6,314 | ||||||
| 2025-07-16 | 13F | ORG Wealth Partners, LLC | 12,832 | 812 | ||||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 2,465 | 0 | ||||||
| 2025-08-07 | 13F | Americana Partners, LLC | 3,595 | 227 | ||||||
| 2025-08-12 | 13F | Legal & General Group Plc | 339,195 | 60.91 | 21,418 | 83.45 | ||||
| 2025-07-15 | 13F | Farrell Financial LLC | 39,837 | 1.10 | 2,515 | 15.90 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 3,948 | 249 | ||||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 11,500 | 0.02 | 726 | 14.69 | ||||
| 2025-07-11 | 13F | Deane Retirement Strategies, Inc. | 328 | 21 | ||||||
| 2025-07-15 | 13F | Carr Financial Group Corp | 241,130 | 20.34 | 15,225 | 37.91 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 169,769 | 35.50 | 10,718 | 55.18 | ||||
| 2025-07-07 | 13F | Kings Path Partners LLC | 1,701 | 3.22 | 107 | 18.89 | ||||
| 2025-08-08 | 13F | Mittelman Wealth Management | 8,370 | 0.70 | 529 | 15.54 | ||||
| 2025-08-01 | 13F | Belvedere Trading LLC | 4,657 | 294 | ||||||
| 2025-08-01 | 13F | Belvedere Trading LLC | Call | 400 | 25 | |||||
| 2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 58 | 4 | ||||||
| 2025-07-16 | 13F | Pacific Sage Partners, LLC | 139,511 | 2.50 | 8,809 | 17.47 | ||||
| 2025-08-14 | 13F | Catalyst Financial Partners Llc | 8,417 | 5.91 | 531 | 21.51 | ||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | 9,777 | 617 | ||||||
| 2025-08-13 | 13F | Northern Trust Corp | 6,716,123 | 6.56 | 424,056 | 22.13 | ||||
| 2025-07-30 | 13F | Clune & Associates, Ltd. | 3,188 | 201 | ||||||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 21,600 | 66.10 | 1,364 | 90.36 | ||||
| 2025-07-17 | 13F | Albion Financial Group /ut | 735 | 5.76 | 46 | 21.05 | ||||
| 2025-08-06 | 13F | Nicholas Hoffman & Company, LLC. | 11,794 | 1.65 | 745 | 16.43 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 16,856 | 10.50 | 1 | |||||
| 2025-08-01 | 13F | New York Life Investment Management Llc | 633,429 | 39,995 | ||||||
| 2025-08-08 | 13F | RAM Investment Partners, LLC | 3,360 | 212 | ||||||
| 2025-08-12 | 13F | NWF Advisory Services Inc. | 9,761 | 538 | ||||||
| 2025-08-14 | 13F | Alliancebernstein L.p. | 53,214 | 10.26 | 3,360 | 26.37 | ||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 732 | 1.10 | 40 | 0.00 | ||||
| 2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 1,669 | 6.37 | 105 | 22.09 | ||||
| 2025-07-29 | 13F | FLC Capital Advisors | 163,734 | 0.56 | 10,338 | 15.26 | ||||
| 2025-07-22 | 13F | Team Financial Group, LLC | 266 | 17 | ||||||
| 2025-08-12 | 13F | Umpqua Bank | 216,449 | 7.84 | 13,725 | 24.13 | ||||
| 2025-07-09 | 13F | Bulwark Capital Corp | 584 | 37 | ||||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 25,267 | 3.60 | 1,595 | 18.76 | ||||
| 2025-08-13 | 13F | Natixis | 11,567 | 730 | ||||||
| 2025-07-14 | 13F | Seascape Capital Management | 297,964 | 6.08 | 19 | 20.00 | ||||
| 2025-08-14 | 13F | Summit Trail Advisors, Llc | 10,132 | 4.22 | 640 | 19.44 | ||||
| 2025-04-17 | 13F | Rs Crum Inc. | 4,325 | 18.01 | 238 | 17.24 | ||||
| 2025-07-15 | 13F | Total Wealth Planning, Llc | 34,244 | 2,162 | ||||||
| 2025-07-07 | 13F | Versant Capital Management, Inc | 40,480 | 0.31 | 2,556 | 14.93 | ||||
| 2025-07-09 | 13F | Alesco Advisors Llc | 5,500 | 5.77 | 347 | 21.33 | ||||
| 2025-08-06 | 13F | Black Swift Group, LLC | 115,825 | 7,313 | ||||||
| 2025-08-04 | 13F | Rede Wealth, LLC | 6,738 | 2.28 | 425 | 17.40 | ||||
| 2025-08-07 | 13F | Evoke Wealth, Llc | 705,390 | 3.22 | 44,538 | 18.31 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 22,126 | 1.08 | 1,396 | 19.21 | ||||
| 2025-07-15 | 13F | Sheets Smith Wealth Management | 4,727 | 0.94 | 298 | 15.95 | ||||
| 2025-07-17 | 13F | SeaBridge Investment Advisors LLC | 13,900 | 878 | ||||||
| 2025-07-22 | 13F | Red Tortoise LLC | 941 | 1.18 | 59 | 15.69 | ||||
| 2025-08-13 | 13F | Marshall Wace, Llp | 68,968 | 4,355 | ||||||
| 2025-07-10 | 13F | Wedmont Private Capital | 13,321 | 1.95 | 845 | 20.03 | ||||
| 2025-07-09 | 13F | Intelligence Driven Advisers, LLC | 105,589 | 13.83 | 6,667 | 30.45 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 14,098 | 0.97 | 890 | 15.73 | ||||
| 2025-07-15 | 13F | Legacy Financial Group LLC | 317,476 | 0.52 | 20,045 | 15.21 | ||||
| 2025-07-24 | 13F | CarsonAllaria Wealth Management, Ltd. | 829 | 1.10 | 52 | 15.56 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 27,303 | 467.04 | 1,724 | 550.19 | ||||
| 2025-07-15 | 13F | BigSur Wealth Management LLC | 2,690 | 170 | ||||||
| 2025-07-10 | 13F | Uptown Financial Advisors LLC | 8,889 | 561 | ||||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 8,375 | 25.32 | 527 | 43.21 | ||||
| 2025-07-16 | 13F | Arkansas Financial Group, Inc. | 212,682 | 1.47 | 13,486 | 22.85 | ||||
| 2025-08-14 | 13F | Millennium Management Llc | 6,493 | 410 | ||||||
| 2025-07-09 | 13F | Pines Wealth Management, LLC | 6,793 | 1.87 | 437 | 30.93 | ||||
| 2025-08-13 | 13F | Loomis Sayles & Co L P | 20,750 | 1,310 | ||||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 3,559 | 225 | ||||||
| 2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 27,846 | 1,758 | ||||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 632 | 6.76 | 40 | 21.88 | ||||
| 2025-07-18 | 13F | Gold Investment Management Ltd. | 51,746 | 6.20 | 3,273 | 21.91 | ||||
| 2025-08-05 | 13F | K.J. Harrison & Partners Inc | 15,000 | 947 | ||||||
| 2025-07-22 | 13F | Inlight Wealth Management, LLC | 20,723 | 141.95 | 1,308 | 177.71 | ||||
| 2025-08-12 | 13F | Clearwater Capital Advisors, LLC | 480,002 | 30,307 | ||||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 12,407 | 7.79 | 783 | 23.50 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 1,604,339 | 2.69 | 101,298 | 17.70 | ||||
| 2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 17 | 1 | ||||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 53,345 | 21.88 | 3,368 | 39.69 | ||||
| 2025-07-21 | 13F | Greenwood Capital Associates Llc | 175,347 | 5.11 | 11,071 | 20.47 | ||||
| 2025-07-23 | 13F | REAP Financial Group, LLC | 1,324 | 11.17 | 84 | 27.69 | ||||
| 2025-07-29 | 13F | Marathon Strategic Advisors, LLC | 8,872 | 1.59 | 560 | 16.42 | ||||
| 2025-07-23 | 13F | High Note Wealth, LLC | 89,224 | 37.37 | 5,634 | 57.43 | ||||
| 2025-08-13 | 13F | Keystone Financial Group | 85,354 | 23.19 | 5,389 | 41.18 | ||||
| 2025-07-18 | 13F/A | MJT & Associates Financial Advisory Group, Inc. | 501 | 32 | ||||||
| 2025-07-22 | 13F | Diligent Investors, LLC | 3,232 | 204 | ||||||
| 2025-05-14 | 13F | Monterey Private Wealth, Inc. | 124,363 | 1.77 | 6,851 | 1.11 | ||||
| 2025-07-23 | 13F | Tyche Wealth Partners LLC | 10,070 | 636 | ||||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 18,396 | 29.89 | 1,162 | 43.51 | ||||
| 2025-08-14 | 13F | Pecaut & Co. | 139,113 | 3.60 | 8,784 | 18.74 | ||||
| 2025-08-14 | 13F | RMB Capital Management, LLC | 428,874 | 10.81 | 27,079 | 27.01 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 15,805 | 3.68 | 998 | 18.83 | ||||
| 2025-08-14 | 13F | Adventist Health System/ West | 837,660 | 52,890 | ||||||
| 2025-08-07 | 13F | Winch Advisory Services, LLC | 85 | 1.19 | 5 | 25.00 | ||||
| 2025-08-15 | 13F | Manhattan West Asset Management, LLC | 11,587 | 13.64 | 732 | 30.30 | ||||
| 2025-08-05 | 13F | Provident Co of the Employees of the Hebrew University LTD | 46,933 | 4.10 | 2,965 | 19.46 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 13,606 | 50.89 | 859 | 73.19 | ||||
| 2025-07-16 | 13F | Maridea Wealth Management LLC | 4,719 | 1.61 | 298 | 16.47 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 81,874 | 17.90 | 5,170 | 34.26 | ||||
| 2025-07-29 | 13F | Citizens Business Bank | 131,074 | 3.13 | 8,276 | 18.21 | ||||
| 2025-07-23 | 13F | HMV Wealth Advisors, LLC | 3,535 | 223 | ||||||
| 2025-07-22 | 13F | Accel Wealth Management | 3,942 | 249 | ||||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 50,349 | 3.37 | 3,179 | 18.49 | ||||
| 2025-07-17 | 13F | Neumann Capital Management, LLC | 9,000 | 568 | ||||||
| 2025-08-13 | 13F | Van Hulzen Asset Management, LLC | 77,221 | 3.21 | 4,876 | 18.30 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 1,780,243 | 1,166.91 | 112,405 | 1,352.06 | ||||
| 2025-07-22 | 13F | Noble Family Wealth, LLC | 67,992 | 1.71 | 4,293 | 16.59 | ||||
| 2025-07-18 | 13F | Provident Wealth Management, LLC | 19,386 | 3.34 | 1,224 | 18.49 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 11,292 | 1.06 | 1 | |||||
| 2025-07-11 | 13F | First PREMIER Bank | 2,677 | 19.62 | 0 | |||||
| 2025-08-13 | 13F | SMART Wealth LLC | 4,590 | 290 | ||||||
| 2025-07-09 | 13F | Fiduciary Alliance LLC | 72,275 | 7.62 | 4,563 | 23.36 | ||||
| 2025-08-13 | 13F | ASB Consultores, LLC | 4,178 | 264 | ||||||
| 2025-08-14 | 13F | State Of Wisconsin Investment Board | 746,842 | 1.21 | 47,156 | 15.99 | ||||
| 2025-08-14 | 13F | Rafferty Asset Management, LLC | 15,303 | 44.78 | 966 | 65.98 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 66,994 | 57.76 | 4,230 | 80.80 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 11,289 | 11.46 | 713 | 27.83 | ||||
| 2025-08-05 | 13F | Crestwood Advisors Group LLC | 446,003 | 1.29 | 28,160 | 16.09 | ||||
| 2025-07-23 | 13F | Proffitt & Goodson Inc | 123 | 8 | ||||||
| 2025-08-29 | NP | RAA - SMI 3Fourteen Real Asset Allocation ETF SMI 3Fourteen REAL Asset Allocation ETF | 81,312 | 13.32 | 5,134 | 29.91 | ||||
| 2025-08-07 | 13F | Altman Advisors, Inc. | 4,467 | 283 | ||||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 42,104 | 9.00 | 2,707 | 27.16 | ||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 28,794 | 0.66 | 1,818 | 15.43 | ||||
| 2025-08-04 | 13F | MeadowBrook Investment Advisors LLC | 506 | 32 | ||||||
| 2025-07-18 | 13F | Naples Global Advisors, Llc | 40,503 | 13.54 | 2,557 | 30.13 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 11,530 | 90.36 | 728 | 118.62 | ||||
| 2025-06-02 | 13F/A | Modern Wealth Management, LLC | 33,575 | 25.89 | 1,850 | 25.10 | ||||
| 2025-08-11 | 13F | Sofi Wealth, Llc | 447,319 | 4.79 | 28,244 | 20.11 | ||||
| 2025-08-06 | 13F | Atlas Legacy Advisors, LLC | 65,574 | 7.06 | 4,140 | 19.65 | ||||
| 2025-08-14 | 13F | Cardiff Park Advisors, Llc | 12,160 | 0.12 | 768 | 14.65 | ||||
| 2025-08-12 | 13F | Marshall & Sterling Wealth Advisors Inc. | 3 | 200.00 | 0 | |||||
| 2025-08-12 | 13F | SlateStone Wealth, LLC | 124,212 | 3.52 | 8 | 16.67 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 445,056 | 28,101 | ||||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 839 | 252.52 | 53 | 300.00 | ||||
| 2025-08-13 | 13F | Colonial Trust Advisors | 77,670 | 1.52 | 4,904 | 16.37 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 18 | 1 | ||||||
| 2025-07-14 | 13F | Sound Stewardship, LLC | 87,932 | 1.13 | 5,552 | 15.91 | ||||
| 2025-07-31 | 13F | Richards, Merrill & Peterson, Inc. | 1,067 | 0.19 | 67 | 15.52 | ||||
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 6,977 | 82.41 | 441 | 109.52 | ||||
| 2025-08-14 | 13F | Permanens Capital L.P. | 401,493 | 0.97 | 25,350 | 15.73 | ||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 11 | 1 | ||||||
| 2025-08-07 | 13F | Birchcreek Wealth Management, LLC | 39,554 | 12.78 | 2,497 | 29.24 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 6,137 | 64.53 | 387 | 88.78 | ||||
| 2025-08-07 | 13F | Hughes Financial Services, LLC | 729,475 | 7.91 | 46,205 | 23.39 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 7,073 | 26.55 | 392 | 27.69 | ||||
| 2025-08-25 | NP | MAINSTAY VP FUNDS TRUST - MainStay VP IQ Hedge Multi-Strategy Portfolio Initial Class | 105,518 | 6,662 | ||||||
| 2025-07-21 | 13F | J2 Capital Management Inc | 14,885 | 113.13 | 940 | 144.53 | ||||
| 2025-07-29 | 13F | Gladwyn Financial Advisors, Inc. | 37 | 2 | ||||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 40,712 | 2.35 | 2,571 | 17.30 | ||||
| 2025-08-14 | 13F | Riggs Asset Managment Co. Inc. | 1,016 | 64 | ||||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 1,551,780 | 4.78 | 97,979 | 20.09 | ||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 5,239 | 331 | ||||||
| 2025-07-11 | 13F | Ullmann Financial Group, Inc. | 165,573 | 2.94 | 10,454 | 17.99 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 52,270 | 1.62 | 3,300 | 16.48 | ||||
| 2025-07-11 | 13F | Quad-Cities Investment Group, LLC | 7,618 | 481 | ||||||
| 2025-07-11 | 13F | Bridge Creek Capital Management LLC | 5,686 | 0.71 | 359 | 15.43 | ||||
| 2025-07-17 | 13F | Elser Financial Planning, Inc | 8,574 | 543 | ||||||
| 2025-08-13 | 13F | Allie Family Office LLC | 5,027 | 10.68 | 317 | 26.80 | ||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 3,926 | 248 | ||||||
| 2025-07-02 | 13F | Lvm Capital Management Ltd/mi | 100,599 | 11.90 | 6 | 50.00 | ||||
| 2025-07-10 | 13F | Myriad Asset Management US LP | 629,810 | 39,766 | ||||||
| 2025-07-15 | 13F | Oregon Pacific Wealth Management, LLC | 3,226 | 204 | ||||||
| 2025-07-23 | 13F | Prasad Wealth Partners, LLC | 156,173 | 9,861 | ||||||
| 2025-08-07 | 13F | Cascade Financial Partners, LLC | 3,270 | 206 | ||||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 8,356,124 | 944.00 | 527,606 | 1,096.57 | ||||
| 2025-08-08 | 13F | Empower Advisory Group, LLC | 16,760 | 3.48 | 1,058 | 18.61 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 30,123 | 1,902 | ||||||
| 2025-07-25 | 13F | Sovereign Financial Group, Inc. | 12,313 | 3.81 | 777 | 18.99 | ||||
| 2025-08-11 | 13F | Ironsides Asset Advisors, LLC | 101,921 | 0.76 | 6,435 | 15.49 | ||||
| 2025-08-07 | 13F | Pinnacle Holdings, LLC | 22,875 | 1,444 | ||||||
| 2025-07-14 | 13F | Brady Martz Wealth Solutions, LLC | 10,885 | 0.99 | 687 | 15.85 | ||||
| 2025-08-15 | 13F | Scissortail Wealth Management, LLC | 32,823 | 3.30 | 2,073 | 18.40 | ||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 55,438 | 0.33 | 3,500 | 15.02 | ||||
| 2025-07-29 | 13F | Regions Financial Corp | 127,019 | 2.93 | 8,020 | 17.96 | ||||
| 2025-07-15 | 13F | Financial Partners Group, Inc | 43,867 | 2,770 | ||||||
| 2025-07-02 | 13F | Norway Savings Bank | 78,792 | 2.00 | 4,975 | 16.90 | ||||
| 2025-08-08 | 13F | TD Capital Management LLC | 126 | 0.80 | 8 | 16.67 | ||||
| 2025-08-13 | 13F | Basso Capital Management, L.p. | 9,675 | 87.86 | 611 | 115.55 | ||||
| 2025-08-14 | 13F | Quartz Partners, LLC | 3,343 | 211 | ||||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 946,525 | 0.45 | 59,764 | 15.13 | ||||
| 2025-08-13 | 13F | Alerus Financial Na | 30 | 2 | ||||||
| 2025-07-16 | 13F | Cove Private Wealth, LLC | 15,486 | 978 | ||||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 1,292 | 36.14 | 82 | 55.77 | ||||
| 2025-08-07 | 13F | Commerce Bank | 60,781 | 21.35 | 3,838 | 39.07 | ||||
| 2025-08-18 | 13F | Wolverine Trading, Llc | 3,985 | 251 | ||||||
| 2025-08-14 | 13F | KADENSA CAPITAL Ltd | 58,352 | 3,684 | ||||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 50,114 | 4.86 | 3,164 | 20.21 | ||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 3,875 | 133.86 | 245 | 168.13 | ||||
| 2025-08-11 | 13F | Greykasell Wealth Strategies, Inc. | 63,689 | 6.75 | 4,021 | 22.37 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 21,925 | 4.13 | 1,384 | 19.41 | ||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 20,013 | 4.07 | 1,103 | 3.38 | ||||
| 2025-07-31 | 13F | Curio Wealth, Llc | 278 | 27,700.00 | 18 | 13.33 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 12,855 | 13.74 | 812 | 30.39 | ||||
| 2025-08-11 | 13F | TRUE Private Wealth Advisors | 540,145 | 26.46 | 34,105 | 44.94 | ||||
| 2025-07-24 | 13F | Bernard Wealth Management Corp. | 68,853 | 2.43 | 4,347 | 17.39 | ||||
| 2025-08-11 | 13F | Plum Street Advisors, LLC | 98,312 | 15.71 | 6,207 | 32.63 | ||||
| 2025-07-29 | 13F | Smithbridge Asset Management Inc/de | 33,991 | 3.17 | 2,146 | 18.24 | ||||
| 2025-07-16 | 13F | Ayalon Holdings Ltd. | 214,717 | 30.32 | 14 | 44.44 | ||||
| 2025-07-08 | 13F | Gallacher Capital Management LLC | 56,825 | 7.36 | 3,588 | 23.05 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 26,700 | 1,686 | ||||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 832 | 80.09 | 53 | 108.00 | ||||
| 2025-08-12 | 13F | TCTC Holdings, LLC | 1,375 | 74.05 | 87 | 100.00 | ||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 166 | 418.75 | 10 | 900.00 | ||||
| 2025-08-14 | 13F | Toroso Investments, LLC | 69,499 | 7.47 | 4,388 | 23.19 | ||||
| 2025-08-05 | 13F | Claro Advisors LLC | 64,756 | 0.70 | 4,089 | 15.42 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 415 | 26 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 2,358,353 | 0.30 | 148,906 | 14.96 | ||||
| 2025-07-30 | 13F | Whittier Trust Co | 43,008 | 3.71 | 2,715 | 18.87 | ||||
| 2025-07-16 | 13F | FORM Wealth Advisors, LLC | 410,170 | 1.45 | 25,898 | 16.28 | ||||
| 2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 53,860 | 0.22 | 3 | -99.90 | ||||
| 2025-07-11 | 13F | Shelton Wealth Management, Llc | 56,878 | 1.63 | 3,591 | 16.48 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 106,300 | 5.59 | 6,712 | 21.01 | ||||
| 2025-08-14 | 13F | Aprio Wealth Management, LLC | 620,357 | 2.19 | 39,169 | 17.13 |
