Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di iShares Trust - iShares Core MSCI International Developed Markets ETF meliputi INTL - Main International ETF, Starr Indemnity & Liability Co, Exchange Traded Concepts, Llc, C V Starr & Co Inc, LPRFX - BlackRock Lifepath Dynamic 2050 Fund Investor A Shares, LPVAX - BlackRock LifePath Dynamic 2055 Fund Investor A Shares, CDAZX - Multi-Manager Directional Alternative Strategies Fund Institutional Class, Principal Financial Group Inc, LPHAX - BlackRock LifePath Dynamic 2045 Fund Investor A Shares, Crane Advisory, LLC, Old National Bancorp /in/, BlackRock Funds III - BlackRock LifePath Dynamic 2060 Fund Investor A Shares, rebel Financial LLC, RLGAX - RiverFront Asset Allocation Growth & Income Investor Shares, Alps Advisors Inc, David J Yvars Group, Duncan Williams Asset Management, LLC, Midwest Trust Co, Capitolis Liquid Global Markets LLC, dan Tanager Wealth Management LLP .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-18 | 13F | USA Financial Portformulas Corp | 12,297 | 935 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 174,660 | 13,281 | ||||||
| 2025-07-16 | 13F | Independent Wealth Network Inc. | 9,340 | 53.24 | 710 | 69.45 | ||||
| 2025-07-18 | 13F | BSW Wealth Partners | 315,345 | 4.39 | 23,979 | 15.22 | ||||
| 2025-08-11 | 13F | Johnson Financial Group, LLC | 4,022 | 306 | ||||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 3,690 | 123.23 | 281 | 147.79 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 932 | 16.50 | 71 | 27.27 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 46,900 | 3,566 | ||||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 2,828 | 0.04 | 215 | 10.82 | ||||
| 2025-08-06 | 13F | Cloud Capital Management, LLC | 32,678 | 8.16 | 2 | 0.00 | ||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 157,316 | 13.25 | 11,962 | 25.01 | ||||
| 2025-08-15 | 13F | ROSS\JOHNSON & Associates LLC | 55 | 12.24 | 4 | 33.33 | ||||
| 2025-07-09 | 13F | VisionPoint Advisory Group, LLC | 4,430 | 337 | ||||||
| 2025-08-13 | 13F | Parkworth Wealth Management, Inc. | 6,763 | 16.30 | 514 | 28.50 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 3,135,166 | 2.37 | 238,376 | 12.98 | ||||
| 2025-08-07 | 13F | Cahill Financial Advisors Inc | 11,164 | 0.12 | 849 | 10.42 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 492,107 | 504.86 | 37,420 | 567.72 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 3,079,266 | 2.23 | 234,147 | 12.83 | ||||
| 2025-08-14 | 13F | Tudor Investment Corp Et Al | 23,603 | 1,795 | ||||||
| 2025-08-12 | 13F | BlackRock, Inc. | 19,930,898 | 5.57 | 1,515,545 | 16.52 | ||||
| 2025-07-16 | 13F | American National Bank | 20,272 | 110.03 | 1,541 | 132.08 | ||||
| 2025-08-05 | 13F | AAFCPAs Wealth Management, LLC | 390,492 | 1.68 | 29,693 | 12.24 | ||||
| 2025-07-28 | 13F | Frazier Financial Advisors, LLC | 54 | 4 | ||||||
| 2025-07-07 | 13F | Rf&l Wealth Management, Llc | 28,944 | 4.19 | 2,201 | 15.00 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 4,553 | 8.10 | 346 | 19.31 | ||||
| 2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 5,260 | 400 | ||||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 32,958 | 108.61 | 2,506 | 130.33 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 3,767 | 0.03 | 286 | 10.42 | ||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 9,074 | 7.07 | 690 | 18.18 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 25,233 | 1,919 | ||||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 6,975 | 8.76 | 530 | 20.18 | ||||
| 2025-08-08 | 13F | Principal Financial Group Inc | 163,467 | 12,430 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1,863,704 | 12.30 | 141,716 | 23.95 | ||||
| 2025-07-21 | 13F | Ascent Group, LLC | 10,634 | 177.58 | 809 | 207.22 | ||||
| 2025-08-08 | 13F | Creative Planning | 17,982,959 | 1.60 | 1,367,424 | 12.14 | ||||
| 2025-08-14 | 13F | Fmr Llc | 50,996 | 55.07 | 3,878 | 71.17 | ||||
| 2025-08-26 | NP | BlackRock Funds III - BlackRock LifePath Dynamic 2065 Fund Investor C Shares | 52,358 | 3,981 | ||||||
| 2025-07-10 | 13F | Stewardship Advisors, LLC | 14,737 | 5.72 | 1,121 | 16.67 | ||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 2,796 | 0.72 | 0 | |||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 122,195 | 6.44 | 9,292 | 17.47 | ||||
| 2025-07-11 | 13F | Hilltop Wealth Advisors, Llc | 33,725 | 18.11 | 2,564 | 30.35 | ||||
| 2025-07-15 | 13F | Accurate Wealth Management, LLC | 7,350 | 0.80 | 562 | 15.20 | ||||
| 2025-07-17 | 13F | Crane Advisory, LLC | 116,089 | 8,796 | ||||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 335 | 1,575.00 | 25 | 2,400.00 | ||||
| 2025-07-03 | 13F | Higgins & Schmidt Wealth Strategies LLC | 91,489 | 3.00 | 6,957 | 13.70 | ||||
| 2025-07-07 | 13F | Accelerate Investment Advisors LLC | 154,055 | 5.53 | 11,714 | 16.49 | ||||
| 2025-08-19 | 13F | Delos Wealth Advisors, LLC | 2 | 0 | ||||||
| 2025-07-29 | 13F | Riverbend Wealth Management, LLC | 3,437 | 261 | ||||||
| 2025-06-23 | NP | ITDJ - iShares LifePath Target Date 2070 ETF | 10,057 | 37.00 | 720 | 45.75 | ||||
| 2025-06-27 | NP | INTL - Main International ETF | 700,650 | 50,181 | ||||||
| 2025-08-26 | NP | BlackRock Funds III - BlackRock LifePath Dynamic 2070 Fund Class R | 4,048 | 308 | ||||||
| 2025-08-12 | 13F | Archer Investment Corp | 836 | 134.83 | 64 | 162.50 | ||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 22,112 | 173.26 | 1,681 | 201.80 | ||||
| 2025-08-07 | 13F | Everhart Financial Group, Inc. | 6,407 | 14.62 | 487 | 26.49 | ||||
| 2025-07-23 | 13F | Bellevue Asset Management, Llc | 66 | 5 | ||||||
| 2025-07-28 | 13F | Courier Capital Llc | 10,704 | 814 | ||||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 99,661 | 471.39 | 7,760 | 521.22 | ||||
| 2025-07-30 | 13F | LifeWealth Investments, LLC | 2,779 | 211 | ||||||
| 2025-06-23 | NP | ITDB - iShares LifePath Target Date 2030 ETF | 36,888 | 17.47 | 2,642 | 24.93 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 462 | 23,000.00 | 35 | |||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 382 | 1.60 | 29 | 16.00 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 9,893 | 5.24 | 752 | 16.23 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 147,074 | 12.62 | 11,184 | 24.31 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 15,294 | 19.37 | 1,163 | 31.75 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 23,560 | 0.64 | 2 | 0.00 | ||||
| 2025-07-23 | 13F | Opulen Financial Group LLC | 5,115 | 1.73 | 389 | 12.14 | ||||
| 2025-08-04 | 13F | Human Investing LLC | 12,346 | 42.53 | 938 | 57.38 | ||||
| 2025-07-01 | 13F | Kera Capital Partners, Inc. | 21,366 | 183.63 | 1,625 | 213.51 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 1,948,751 | 200.01 | 148,183 | 231.16 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 5,320 | 405 | ||||||
| 2025-07-25 | 13F | Tranquility Partners, LLC | 12,518 | 4.62 | 952 | 15.41 | ||||
| 2025-08-14 | 13F | Financial Advisors Network, Inc. | 207,792 | 6.90 | 15,801 | 17.99 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 3,926 | 299 | ||||||
| 2025-08-13 | 13F | Summit Financial, LLC | 32,363 | 2,461 | ||||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 1,258,824 | 0.21 | 95,721 | 10.61 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 32,991 | 3 | ||||||
| 2025-07-17 | 13F | Claris Advisors, Llc / Mo / | 30,473 | 3.11 | 2,317 | 13.80 | ||||
| 2025-07-01 | 13F | First National Bank Sioux Falls | 243,310 | 1.35 | 18,501 | 11.87 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 4,125 | 35.96 | 314 | 49.76 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 10,429 | 3.39 | 793 | 9.38 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 51,154 | 4,065.64 | 3,890 | 4,529.76 | ||||
| 2025-07-17 | 13F | Norris Perne & French Llp/mi | 83,881 | 1.66 | 6,378 | 12.21 | ||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 59,615 | 22.00 | 4,533 | 34.67 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 436,348 | 33,180 | ||||||
| 2025-07-15 | 13F | Family Wealth Partners, Llc | 124,468 | 2.55 | 9,465 | 13.19 | ||||
| 2025-07-09 | 13F | Riversedge Advisors, Llc | 598,627 | 16.94 | 45,520 | 29.08 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 3,672,833 | 7.62 | 279,282 | 18.79 | ||||
| 2025-07-14 | 13F | Abound Wealth Management | 38 | 3 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 849,753 | 29.06 | 64,615 | 42.46 | ||||
| 2025-08-07 | 13F | PFG Advisors | 11,001 | 836 | ||||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 20,163 | 131.97 | 1,533 | 156.35 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 1,772,283 | 92.03 | 134,764 | 111.96 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 41 | 5.26 | ||||||
| 2025-07-14 | 13F | Capstone Wealth Management, LLC | 5,423 | 3.57 | 412 | 14.44 | ||||
| 2025-07-23 | 13F | Joel Isaacson & Co., LLC | 3,751 | 1.27 | 285 | 11.76 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 430,786 | 6.51 | 33 | 18.52 | ||||
| 2025-07-28 | 13F | Fairman Group, LLC | 3,258 | 0.87 | 248 | 18.75 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 9,709 | 738 | ||||||
| 2025-06-23 | NP | AOM - iShares Core Moderate Allocation ETF | 2,412,318 | 2.44 | 172,770 | 8.97 | ||||
| 2025-07-28 | 13F | Eq Wealth Advisors, Llc | 45 | 9.76 | 3 | 50.00 | ||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 85 | 6 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 26,204 | 7.94 | 1,993 | 19.14 | ||||
| 2025-08-14 | 13F | Graney & King, LLC | 11,149 | 1.40 | 848 | 11.89 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 1,082,413 | 0.68 | 82,307 | 11.13 | ||||
| 2025-08-06 | 13F | Ethos Financial Group, LLC | 2,780 | 211 | ||||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 3,042 | 0 | ||||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 6,591 | 11.88 | 501 | 23.70 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 254 | 19 | ||||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 35,925 | 3.46 | 2,732 | 14.17 | ||||
| 2025-07-25 | 13F | Inman Jager Wealth Management, LLC | 29,533 | 21.98 | 2,246 | 34.67 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 507,966 | 5.46 | 38,626 | 16.40 | ||||
| 2025-08-14 | 13F | DRW Securities, LLC | 206,238 | 15,682 | ||||||
| 2025-08-14 | 13F | Prudent Investors Network | 250,371 | 1.66 | 19,038 | 12.21 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 241,682 | 0.14 | 16,649 | 7.01 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 304,963 | 4.72 | 23,189 | 11.42 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 22,928 | 102.58 | 1,743 | 123.75 | ||||
| 2025-08-05 | 13F | Hi-Line Capital Management, LLC | 288,319 | 27.10 | 21,924 | 40.29 | ||||
| 2025-07-24 | NP | ARAAX - Horizon Active Risk Assist Fund Advisor Class | 2,123,244 | 507.08 | 159,710 | 698.35 | ||||
| 2025-07-11 | 13F | Rockwood Wealth Management, LLC | 7,689 | 585 | ||||||
| 2025-08-11 | 13F | Pineridge Advisors LLC | 810 | 1.00 | 62 | 10.91 | ||||
| 2025-08-14 | 13F | Compass Wealth Management, LLC/GA | 64,554 | 4,909 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 541,114 | 29.02 | 41,146 | 42.41 | ||||
| 2025-07-15 | 13F | Oak Root LLC | 199,151 | 10.51 | 15,143 | 21.98 | ||||
| 2025-08-07 | 13F | Resolute Advisors LLC | 35,402 | 1.73 | 2,692 | 12.27 | ||||
| 2025-08-12 | 13F | North Star Asset Management Inc | 3,744 | 285 | ||||||
| 2025-08-14 | 13F | Icon Wealth Advisors, LLC | 1,597 | 5.48 | 121 | 16.35 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 40,686 | 13.73 | 3,094 | 25.53 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 6,852,208 | 33.43 | 521,039 | 49.09 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 198 | 112.90 | 15 | 150.00 | ||||
| 2025-06-23 | NP | IRTR - iShares LifePath Retirement ETF | 18,625 | 4.80 | 1,334 | 11.45 | ||||
| 2025-07-22 | 13F | MBL Wealth, LLC | 271,254 | 2.99 | 20,626 | 13.68 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 5,132 | 6.03 | 390 | 17.12 | ||||
| 2025-08-25 | NP | MML Series Investment Fund II - MML iShares 80/20 Allocation Fund Service Class I | 234,710 | 7.47 | 17,847 | 18.62 | ||||
| 2025-07-30 | 13F/A | Old Point Trust & Financial Services N A | 9,390 | 64.02 | 714 | 81.22 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 6,038 | 18.49 | 459 | 30.77 | ||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | 10,078 | 766 | ||||||
| 2025-08-07 | 13F | Midwest Trust Co | 73,275 | 5,572 | ||||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 213,693 | 19.78 | 16,272 | 31.61 | ||||
| 2025-07-22 | 13F | Duncan Williams Asset Management, LLC | 79,928 | 6,078 | ||||||
| 2025-07-22 | 13F | Verus Wealth Management, Llc | 15,269 | 22.96 | 1,161 | 35.79 | ||||
| 2025-08-08 | 13F | C V Starr & Co Inc | 378,787 | 28,803 | ||||||
| 2025-07-29 | 13F | Kondo Wealth Advisors, Inc. | 249,086 | 3.83 | 18,906 | 14.40 | ||||
| 2025-07-16 | 13F | Colton Groome Financial Advisors, Llc | 13,768 | 20.93 | 1,047 | 28.34 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 770,868 | 11.59 | 58,617 | 23.17 | ||||
| 2025-07-14 | 13F | Friday Financial | 108,109 | 10.43 | 8,221 | 21.20 | ||||
| 2025-06-23 | NP | AOA - iShares Core Aggressive Allocation ETF | 7,169,640 | 2.58 | 513,490 | 9.11 | ||||
| 2025-07-31 | 13F | City State Bank | 5,377 | 10.25 | 409 | 21.79 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 241 | 18 | ||||||
| 2025-07-17 | 13F | Lauterbach Financial Advisors, LLC | 32,512 | 1.56 | 2,472 | 12.11 | ||||
| 2025-08-06 | 13F | Bensler, LLC | 4,110 | 0.15 | 313 | 10.64 | ||||
| 2025-06-25 | NP | RLGAX - RiverFront Asset Allocation Growth & Income Investor Shares | 93,500 | 6,696 | ||||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 11,805 | 16.62 | 898 | 28.69 | ||||
| 2025-08-11 | 13F | Brown Wealth Management, Llc | 89,159 | 6.88 | 6,780 | 17.98 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 10,131 | 58.82 | 770 | 75.40 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 2,582 | 260.11 | 196 | 300.00 | ||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 138,065 | 15.01 | 10,498 | 26.96 | ||||
| 2025-07-15 | 13F | Maseco Llp | 3,467 | 264 | ||||||
| 2025-07-25 | 13F | Cypress Capital Group | 3,135 | 238 | ||||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 9,264 | 0.01 | 638 | 6.87 | ||||
| 2025-07-23 | 13F | Columbus Macro, LLC | 268,391 | 2.08 | 20,408 | 12.68 | ||||
| 2025-08-04 | 13F | Keybank National Association/oh | 3,325 | 253 | ||||||
| 2025-08-26 | NP | LPHAX - BlackRock LifePath Dynamic 2045 Fund Investor A Shares | 125,381 | 9,534 | ||||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 141,579 | 77.65 | 10,766 | 96.08 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 12,248 | 0.35 | 931 | 10.83 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 32,581 | 20.16 | 2,477 | 32.67 | ||||
| 2025-08-06 | 13F | Nicholas Hoffman & Company, LLC. | 10,546 | 0.56 | 802 | 10.94 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 22,540 | 4.29 | 1,714 | 15.12 | ||||
| 2025-08-25 | NP | MML Series Investment Fund II - MML iShares 60/40 Allocation Fund Service Class I | 112,112 | 9.41 | 8,525 | 20.75 | ||||
| 2025-07-10 | 13F | Secure Asset Management, LLC | 13,433 | 1,021 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 858,477 | 2.85 | 65,278 | 13.52 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 305,267 | 0.19 | 23,212 | 10.60 | ||||
| 2025-08-14 | 13F | Sei Investments Co | 11,053,627 | 5.02 | 840,517 | 15.92 | ||||
| 2025-07-16 | 13F | Squire Investment Management Company, LLC | 154,014 | 5.52 | 11,711 | 16.48 | ||||
| 2025-08-07 | 13F | Lakeridge Wealth Management LLC | 31,260 | 2.49 | 2,377 | 13.14 | ||||
| 2025-08-13 | 13F | Harfst & Associates, Inc. | 2,975 | 226 | ||||||
| 2025-08-18 | 13F | Second Line Capital, LLC | 4,058 | 1.73 | 309 | 12.41 | ||||
| 2025-07-09 | 13F | Alesco Advisors Llc | 3,128,384 | 0.84 | 237,882 | 11.31 | ||||
| 2025-08-04 | 13F | Rede Wealth, LLC | 7,265 | 0.43 | 552 | 10.84 | ||||
| 2025-08-13 | 13F | Tranquilli Financial Advisor LLC | 80,262 | 37.81 | 6,103 | 52.12 | ||||
| 2025-07-14 | 13F | Foster Group, Inc. | 759,281 | 4.02 | 57,736 | 14.81 | ||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 13,413 | 1.48 | 1,013 | 11.21 | ||||
| 2025-08-08 | 13F | Starr Indemnity & Liability Co | 606,060 | 46,085 | ||||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 273 | 105.26 | 0 | |||||
| 2025-08-14 | 13F | Alliancebernstein L.p. | 41,682 | 3,169 | ||||||
| 2025-08-12 | 13F | Running Point Capital Advisors, LLC | 137,301 | 2.00 | 10,440 | 12.60 | ||||
| 2025-05-12 | 13F | Ccm Investment Group, Llc | 1,435,325 | 1.39 | 99,655 | 9.19 | ||||
| 2025-07-15 | 13F | Cordant, Inc. | 44,252 | 63.41 | 3,365 | 80.38 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 3,943 | 0 | ||||||
| 2025-07-24 | 13F | CarsonAllaria Wealth Management, Ltd. | 140,679 | 3.22 | 10,697 | 13.93 | ||||
| 2025-07-10 | 13F | Wedmont Private Capital | 92,292 | 1.36 | 7,051 | 15.95 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 72,847 | 3.15 | 5,539 | 13.85 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 11,551 | 189.28 | 878 | 219.27 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 358 | 51.05 | 27 | 68.75 | ||||
| 2025-07-14 | 13F | Brady Martz Wealth Solutions, LLC | 105,969 | 45.67 | 8,058 | 60.79 | ||||
| 2025-07-17 | 13F | Kavar Capital Partners Group, Llc | 6,784 | 18.37 | 516 | 30.71 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 112,673 | 2.87 | 8,568 | 13.55 | ||||
| 2025-08-01 | 13F | Corrado Advisors, Llc | 6,359 | 2.23 | 484 | 12.85 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 1,486 | 68.48 | 113 | 83.61 | ||||
| 2025-07-22 | 13F | Relyea Zuckerberg Hanson LLC | 199,086 | 15.30 | 15,138 | 27.27 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 4,411 | 12.73 | 335 | 24.54 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-26 | NP | LPRFX - BlackRock Lifepath Dynamic 2050 Fund Investor A Shares | 266,609 | 20,273 | ||||||
| 2025-07-23 | 13F | Allegiance Financial Group Advisory Services LLC | 194,526 | 8.29 | 14,792 | 19.53 | ||||
| 2025-08-01 | 13F | First Command Advisory Services, Inc. | 1,180,131 | 15.68 | 89,737 | 27.69 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 5,068 | 88.61 | 385 | 108.11 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 63,758 | 49.86 | 4,848 | 65.46 | ||||
| 2025-08-11 | 13F | Arrow Financial Corp | 508,382 | 12.18 | 38,657 | 23.83 | ||||
| 2025-07-14 | 13F | E&G Advisors, LP | 11,888 | 13.78 | 904 | 25.59 | ||||
| 2025-08-05 | 13F | Crestwood Advisors Group LLC | 9,460 | 719 | ||||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 75,639 | 9.38 | 5,752 | 20.72 | ||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 29,381 | 808.78 | 2,234 | 906.31 | ||||
| 2025-07-11 | 13F | First PREMIER Bank | 1,425 | 48.28 | 0 | |||||
| 2025-08-12 | 13F | Nemes Rush Group LLC | 1,204 | 7.50 | 92 | 18.18 | ||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 3,862 | 294 | ||||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 46,104 | 57.74 | 3,506 | 74.12 | ||||
| 2025-07-07 | 13F | Life Line Wealth Management Llc | 4,420 | 1.75 | 336 | 12.37 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 63 | 5 | ||||||
| 2025-07-30 | 13F | Blume Capital Management, Inc. | 277 | 21 | ||||||
| 2025-08-11 | 13F | GW&K Investment Management, LLC | 50,998 | 119.74 | 4 | 200.00 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 14,933 | 30.10 | 1,136 | 43.67 | ||||
| 2025-07-28 | 13F | Cornerstone Wealth Group, LLC | 277,639 | 15.53 | 21,112 | 27.52 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 5,228 | 398 | ||||||
| 2025-05-02 | 13F | Napatree Capital Llc | 14,210 | 5.80 | 979 | 13.06 | ||||
| 2025-08-11 | 13F | Bank of Finland | 6,069,143 | 1.74 | 461,498 | 12.30 | ||||
| 2025-07-22 | 13F | Valpey Financial Services, LLC | 10,761 | 818 | ||||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 217 | 10,750.00 | 17 | |||||
| 2025-08-08 | 13F | Gts Securities Llc | 4,866 | 370 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 59,235 | 28.61 | 4,504 | 41.99 | ||||
| 2025-07-08 | 13F | Legacy Private Trust Co. | 125,349 | 16.12 | 9,532 | 28.17 | ||||
| 2025-07-23 | 13F | Litman Gregory Asset Management LLC | 1,187,722 | 3.21 | 90,314 | 13.92 | ||||
| 2025-08-14 | 13F | Vivaldi Capital Management, LLC | 31,557 | 2.24 | 2,400 | 12.84 | ||||
| 2025-08-11 | 13F | Alps Advisors Inc | 93,500 | 7,110 | ||||||
| 2025-07-25 | 13F | Endowment Wealth Management, Inc. | 23,585 | 24.10 | 1,793 | 36.97 | ||||
| 2025-07-17 | 13F | Heritage Investment Group, Inc. | 137,000 | 1.66 | 10,417 | 12.22 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 3,795 | 289 | ||||||
| 2025-07-15 | 13F | James J. Burns & Company, LLC | 7,560 | 11.83 | 575 | 23.44 | ||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 78,525 | 26.72 | 5,971 | 39.87 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 10,060 | 0.77 | 765 | 11.35 | ||||
| 2025-07-11 | 13F | Diversified Trust Co | 5,442 | 0.39 | 414 | 10.72 | ||||
| 2025-08-13 | 13F | Baltimore-Washington Financial Advisors, Inc. | 128,871 | 16.13 | 9,799 | 28.18 | ||||
| 2025-08-14 | 13F | Betterment LLC | 8,809 | 39.23 | 1 | |||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 4,556 | 5.68 | 346 | 13.07 | ||||
| 2025-07-31 | 13F | Opes Wealth Management LLC | 3,125 | 0.03 | 238 | 10.23 | ||||
| 2025-08-01 | 13F | Unconventional Investor, LLC | 36,160 | 2,750 | ||||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 10,251 | 779 | ||||||
| 2025-05-15 | 13F | National Wealth Management Group, LLC | 38,762 | 7.15 | 2,670 | 14.49 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 20,046 | 49.79 | 1,524 | 65.47 | ||||
| 2025-07-14 | 13F | ABLE Financial Group, LLC | 176,537 | 9.45 | 13,424 | 20.80 | ||||
| 2025-07-31 | 13F | Hoge Financial Services, Llc | 31,573 | 1.01 | 2,401 | 11.47 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 166,709 | 31,897.89 | 12,677 | 36,117.14 | ||||
| 2025-07-25 | 13F | G2 Capital Management, Llc / Oh | 14,362 | 59.72 | 1,092 | 76.41 | ||||
| 2025-07-17 | 13F | MBA Advisors LLC | 86,735 | 4.47 | 6,595 | 15.32 | ||||
| 2025-08-13 | 13F | Baker Avenue Asset Management, LP | 6,844 | 28.07 | 520 | 41.30 | ||||
| 2025-06-23 | NP | ITDD - iShares LifePath Target Date 2040 ETF | 72,464 | 13.05 | 5,190 | 20.25 | ||||
| 2025-08-11 | 13F | Bradley Foster & Sargent Inc/ct | 14,249 | 1,083 | ||||||
| 2025-08-07 | 13F | Flagship Wealth Advisors, Llc | 4,933 | 375 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 35,533 | 4.48 | 2,702 | 15.33 | ||||
| 2025-06-23 | NP | ITDF - iShares LifePath Target Date 2050 ETF | 81,309 | 7.18 | 5,823 | 14.02 | ||||
| 2025-08-14 | 13F | UBS Group AG | 1,516,141 | 10.88 | 115,287 | 22.39 | ||||
| 2025-07-07 | 13F | Avenue 1 Advisors, LLC | 370,984 | 5.88 | 28,210 | 16.87 | ||||
| 2025-07-18 | 13F | Cantor Fitzgerald Investment Adviser L.p. | 89,881 | 15.60 | 6,835 | 27.60 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 10,733,097 | 2.52 | 816,145 | 13.16 | ||||
| 2025-08-18 | 13F | Tactive Advisors, LLC | 9,996 | 760 | ||||||
| 2025-07-24 | NP | HASAX - Horizon Active Asset Allocation Fund Advisor Class | 2,105,075 | 99.15 | 158,344 | 117.70 | ||||
| 2025-07-29 | 13F | Arista Wealth Management, LLC | 20,574 | 24.45 | 1,564 | 37.43 | ||||
| 2025-08-14 | 13F | New England Asset Management Inc | 323,285 | 175.37 | 24,583 | 203.97 | ||||
| 2025-07-29 | 13F | Sigma Investment Counselors Inc | 23,926 | 9.50 | 1,819 | 20.86 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 7,136 | 15.54 | 552 | 25.80 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 461,628 | 31.53 | 34,501 | 42.70 | ||||
| 2025-08-26 | NP | BlackRock Funds III - BlackRock LifePath Dynamic 2060 Fund Investor A Shares | 114,235 | 8,686 | ||||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 13,879 | 32.94 | 1,055 | 46.73 | ||||
| 2025-06-25 | NP | CDAZX - Multi-Manager Directional Alternative Strategies Fund Institutional Class | 163,520 | 11,711 | ||||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 312,392 | 2.47 | 23,754 | 13.10 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 35,983 | 6.94 | 2,736 | 18.03 | ||||
| 2025-07-31 | 13F | Sage Mountain Advisors LLC | 5,876 | 90.41 | 447 | 110.38 | ||||
| 2025-07-07 | 13F | Capital Asset Advisory Services LLC | 1,268,305 | 0.90 | 96,264 | 10.54 | ||||
| 2025-07-15 | 13F | Patriot Investment Management Inc. | 90,122 | 1.25 | 6,853 | 11.76 | ||||
| 2025-08-06 | 13F | Adviser Investments LLC | 24,287 | 31.10 | 1,847 | 44.67 | ||||
| 2025-08-26 | NP | LPVAX - BlackRock LifePath Dynamic 2055 Fund Investor A Shares | 244,032 | 18,556 | ||||||
| 2025-06-27 | NP | IDUB - International Drawdown Managed Equity ETF | 2,433,310 | 11.06 | 174,274 | 18.13 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 179,470 | 4.19 | 13,647 | 15.00 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 559,409 | 43 | ||||||
| 2025-08-14 | 13F | Clarity Capital Advisors, LLC | 7,945 | 1.39 | 604 | 12.06 | ||||
| 2025-07-22 | 13F | Old National Bancorp /in/ | 115,077 | 8,750 | ||||||
| 2025-07-08 | 13F | Granite Bay Wealth Management, LLC | 40,614 | 8.10 | 3 | 50.00 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 1,966,793 | 55.37 | 149,555 | 71.50 | ||||
| 2025-08-12 | 13F | Journey Strategic Wealth Llc | 4,103 | 16.17 | 312 | 27.98 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 8,516 | 4.47 | 648 | 15.33 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 6,858,260 | 20.26 | 521,502 | 32.74 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 4,322,535 | 2.93 | 328,686 | 13.61 | ||||
| 2025-08-14 | 13F | Horizon Investments, LLC | 4,834,866 | 32.53 | 367,643 | 46.29 | ||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 5,228 | 4.56 | 360 | 11.80 | ||||
| 2025-07-23 | 13F | Heck Capital Advisors, LLC | 25,333 | 750.96 | 1,926 | 839.51 | ||||
| 2025-06-23 | NP | ITDH - iShares LifePath Target Date 2060 ETF | 34,560 | 12.36 | 2,475 | 19.57 | ||||
| 2025-07-11 | 13F | Kaufman Rossin Wealth, LLC | 80,329 | 10.55 | 6,108 | 22.04 | ||||
| 2025-07-15 | 13F | Retireful, LLC | 16,796 | 1,277 | ||||||
| 2025-08-14 | 13F | Spears Abacus Advisors LLC | 5,079 | 386 | ||||||
| 2025-07-29 | 13F | Private Trust Co Na | 2,195 | 34.83 | 167 | 48.21 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 592 | 45 | ||||||
| 2025-07-10 | 13F | Klaas Financial Asset Advisors, LLC | 702,685 | 1.48 | 53,432 | 12.01 | ||||
| 2025-06-23 | NP | AOR - iShares Core Growth Allocation ETF | 5,670,732 | 3.66 | 406,138 | 10.26 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 4,474 | 10.93 | 340 | 22.74 | ||||
| 2025-07-23 | 13F | Lakeshore Capital Group, Inc. | 2,849 | 217 | ||||||
| 2025-07-30 | 13F | Whittier Trust Co | 3,084 | 224.97 | 235 | 260.00 | ||||
| 2025-07-17 | 13F | K2 Financial Inc. | 16,291 | 11.79 | 1,223 | 22.81 | ||||
| 2025-08-25 | 13F/A | Neuberger Berman Group LLC | 7,219 | 549 | ||||||
| 2025-07-24 | 13F | rebel Financial LLC | 101,168 | 7,693 | ||||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 421,084 | 45.18 | 32,019 | 60.26 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 14,299 | 62.56 | 1,087 | 79.67 | ||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 15,700 | 13.76 | 1 | |||||
| 2025-06-23 | NP | ITDE - iShares LifePath Target Date 2045 ETF | 78,975 | 8.09 | 5,656 | 14.98 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 203,009 | 9.27 | 15,436 | 26.82 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 14,487 | 0.73 | 1,129 | 8.35 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 183,296 | 74.60 | 13,938 | 92.71 | ||||
| 2025-07-31 | 13F | Cosner Financial Group, LLC | 51,047 | 9.79 | 3,882 | 21.17 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 23,850 | 11.83 | 1,814 | 23.42 | ||||
| 2025-08-06 | 13F | Hallmark Capital Management Inc | 5,375 | 15,257.14 | 409 | 20,300.00 | ||||
| 2025-08-06 | 13F | Bonfire Financial | 10,325 | 0.16 | 785 | 10.56 | ||||
| 2025-08-05 | 13F | Prosperity Consulting Group, LLC | 12,424 | 58.41 | 945 | 74.81 | ||||
| 2025-07-25 | NP | ABWAX - AB All Market Total Return Portfolio Class A | 29,216 | 2,198 | ||||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 11,013 | 15.03 | 837 | 27.01 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 1,503,051 | 548.09 | 114,292 | 615.35 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 51,802 | 12.68 | 3,939 | 24.38 | ||||
| 2025-08-14 | 13F | RMB Capital Management, LLC | 3,400 | 259 | ||||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 37,932 | 162.36 | 2,884 | 189.56 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 49,303,434 | 3.28 | 3,749,033 | 14.00 | ||||
| 2025-06-23 | NP | ITDI - iShares LifePath Target Date 2065 ETF | 32,389 | 5.32 | 2,320 | 12.03 | ||||
| 2025-08-01 | 13F | Auto-Owners Insurance Co | 2,412,000 | 358.99 | 183,457 | 446.67 | ||||
| 2025-07-18 | 13F | Tanager Wealth Management LLP | 66,068 | 5,024 | ||||||
| 2025-06-23 | NP | AOK - iShares Core Conservative Allocation ETF | 781,387 | 3.99 | 55,963 | 10.61 | ||||
| 2025-07-17 | 13F | Dopkins Wealth Management, Llc | 24,272 | 93.45 | 1,846 | 113.54 | ||||
| 2025-08-27 | 13F | Tribridge Partners Financial LLC | 13,882 | 1 | ||||||
| 2025-07-21 | 13F | Keb Asset Management, Llc | 13,630 | 4.13 | 1,036 | 14.98 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 241 | 17 | ||||||
| 2025-07-31 | 13F | LJI Wealth Management, LLC | 23,413 | 1.56 | 1,780 | 12.09 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 166 | 115.58 | 13 | 140.00 | ||||
| 2025-08-01 | 13F | Clark Asset Management, LLC | 4,713 | 358 | ||||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 36,259 | 45.17 | 2,757 | 60.29 | ||||
| 2025-07-17 | 13F | Poinciana Advisors Group, Llc | 2,739 | 208 | ||||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 140 | 11 | ||||||
| 2025-06-23 | NP | ITDC - iShares LifePath Target Date 2035 ETF | 61,399 | 15.73 | 4,397 | 23.10 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 8,911 | 15.43 | 677 | 27.50 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 7,800 | 593 | ||||||
| 2025-08-08 | 13F | Atlanta Consulting Group Advisors, LLC | 4,546 | 25.72 | 346 | 38.55 | ||||
| 2025-07-07 | 13F | Peterson Wealth Advisors, LLC | 142,485 | 3.13 | 10,835 | 26.39 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 3,856,982 | 19.40 | 293,285 | 31.79 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 3,792 | 14.18 | 288 | 26.32 | ||||
| 2025-07-09 | 13F | David J Yvars Group | 83,460 | 6,346 | ||||||
| 2025-08-05 | 13F | Obermeyer Wood Investment Counsel, Lllp | 2,871 | 218 | ||||||
| 2025-08-14 | 13F | Capitolis Liquid Global Markets LLC | 72,500 | 5,513 | ||||||
| 2025-07-18 | 13F | Truist Financial Corp | 169,091 | 5.86 | 12,858 | 16.84 |
