Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di iShares Trust - iShares Core S&P U.S. Value ETF meliputi Atlantic Union Bankshares Corp, Waldron Private Wealth LLC, Tobias Financial Advisors, Inc., Valpey Financial Services, LLC, Cubist Systematic Strategies, LLC, Glenmede Investment Management, LP, Traub Capital Management LLC, Kingstone Capital Partners Texas, LLC, Cascade Financial Partners, LLC, Jamison Private Wealth Management, Inc., Richmond Investment Services, LLC, Boreal Capital Management LLC, Simplicity Wealth,LLC, Greenleaf Trust, Ritholtz Wealth Management, TT Capital Management LLC, Heritage Wealth Management, Inc./Texas, Savvy Advisors, Inc., Summit Wealth Group Llc / Co, dan Falcon Wealth Planning .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-11 | 13F | Vanguard Group Inc | 3,449 | 21.53 | 326 | 24.90 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 4,863 | 32.91 | 460 | 36.50 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 19,372 | 551.60 | 1,833 | 568.98 | ||||
| 2025-07-31 | 13F/A | Interchange Capital Partners, LLC | 8,480 | 0.41 | 802 | 2.95 | ||||
| 2025-08-01 | 13F | Heritage Wealth Management, Inc./Texas | 3,226 | 305 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 97,942 | 8.00 | 9,268 | 10.74 | ||||
| 2025-07-17 | 13F | Fiduciary Advisors, Inc. | 7,433 | 1.41 | 703 | 3.99 | ||||
| 2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 133,465 | 0.99 | 12,630 | 3.55 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 8,532 | 96.23 | 808 | 101.25 | ||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 111,497 | 17.71 | 10,551 | 20.70 | ||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 152,664 | 5.35 | 14 | 7.69 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 40,954 | 167.78 | 3,875 | 174.63 | ||||
| 2025-08-06 | 13F | Hoxton Planning & Management, LLC | 15,448 | 0.54 | 1,462 | 3.03 | ||||
| 2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 442 | 41 | ||||||
| 2025-08-14 | 13F | TT Capital Management LLC | 3,968 | 359 | ||||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 6,478 | 3,688.30 | 613 | 3,980.00 | ||||
| 2025-07-28 | 13F | Patten & Patten Inc/tn | 4,070 | 28.39 | 385 | 31.85 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 4,483,865 | 0.52 | 424,308 | 3.07 | ||||
| 2025-07-09 | 13F | Sapient Capital Llc | 95,643 | 0.19 | 9,051 | 2.72 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 292,029 | 3.16 | 28 | 3.85 | ||||
| 2025-07-09 | 13F | Veracity Capital LLC | 374,243 | 5.92 | 35,415 | 8.61 | ||||
| 2025-08-04 | 13F | Pinnacle Associates Ltd | 2,801 | 5.50 | 265 | 8.16 | ||||
| 2025-07-11 | 13F | Hilltop Wealth Advisors, Llc | 37,626 | 6.71 | 3,561 | 9.40 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 68,898 | 16.55 | 6,520 | 19.51 | ||||
| 2025-08-12 | 13F | Deutsche Bank Ag\ | 40,887 | 80.92 | 3,869 | 85.56 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 419,326 | 1.26 | 39,679 | 3.84 | ||||
| 2025-07-28 | 13F | Private Wealth Asset Management, LLC | 6 | 1 | ||||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 3,975 | 376 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 286,787 | 3.49 | 27 | 8.00 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 103 | 10 | ||||||
| 2025-08-14 | 13F/A | Bank Julius Baer & Co. Ltd, Zurich | 1,226 | 13.00 | 116 | 2.65 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 378 | 36 | ||||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 2,371 | 0.13 | 0 | |||||
| 2025-07-25 | 13F | Dynamic Financial Group | 5,683 | 12.29 | 538 | 14.99 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 124,246 | 0.99 | 11,757 | 3.55 | ||||
| 2025-07-30 | 13F | Fingerlakes Wealth Management, Inc. | 2,290 | 0.44 | 217 | 2.86 | ||||
| 2025-08-08 | 13F | Strategies Wealth Advisors, LLC | 228,592 | 34.39 | 21,632 | 37.79 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 4,856,346 | 1.57 | 459,556 | 4.15 | ||||
| 2025-08-04 | 13F | One Day In July LLC | 10,406 | 11.95 | 985 | 14.82 | ||||
| 2025-07-30 | 13F | Canvas Wealth Advisors, LLC | 69,620 | 1.84 | 6,740 | 14.39 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1,505,339 | 6.32 | 142,450 | 9.01 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 88 | 8 | ||||||
| 2025-07-23 | 13F | Prasad Wealth Partners, LLC | 2,384 | 1.49 | 226 | 4.17 | ||||
| 2025-07-14 | 13F | Sweeney & Michel, Llc | 4,891 | 0.47 | 470 | 18.43 | ||||
| 2025-08-06 | 13F | Adviser Investments LLC | 22,060 | 18.93 | 2,088 | 21.98 | ||||
| 2025-05-07 | 13F | Spectrum Wealth Counsel, LLC | 33,486 | 63.70 | 3,090 | 63.15 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 9,246 | 34.82 | 875 | 38.29 | ||||
| 2025-07-30 | 13F | Paul Damon & Associates, Inc. | 42,864 | 15.86 | 4,056 | 18.80 | ||||
| 2025-08-08 | 13F | Carl P. Sherr & Co., LLC | 133,509 | 0.43 | 12,634 | 2.97 | ||||
| 2025-07-31 | 13F | Waldron Private Wealth LLC | 263,908 | 24,974 | ||||||
| 2025-07-25 | 13F | R. W. Roge & Company, Inc. | 9,748 | 6.05 | 1 | |||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 264 | 25 | ||||||
| 2025-08-14 | 13F | Pinnacle Family Advisors, LLC | 2,682 | 19.20 | 253 | 21.74 | ||||
| 2025-07-14 | 13F | Maryland Capital Advisors Inc. | 13,208 | 0.05 | 1,250 | 2.55 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 14,174 | 46.21 | 1 | |||||
| 2025-08-08 | 13F | Smithfield Trust Co | 282 | 0 | ||||||
| 2025-07-22 | 13F | Windward Private Wealth Management Inc. | 39,678 | 18.60 | 3,755 | 21.61 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 1,013,017 | 4.21 | 95,862 | 6.85 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 19,832 | 153.96 | 1,877 | 160.56 | ||||
| 2025-07-11 | 13F | Wealth Management Partners, LLC | 40,038 | 0.56 | 3,826 | 4.14 | ||||
| 2025-08-13 | 13F | Alerus Financial Na | 39 | 4 | ||||||
| 2025-08-12 | 13F | Franklin Resources Inc | 523 | 26.02 | 49 | 28.95 | ||||
| 2025-08-12 | 13F | Boreal Capital Management LLC | 5,142 | 487 | ||||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 460,242 | 0.67 | 44,340 | 5.09 | ||||
| 2025-07-25 | 13F | Midwest Capital Advisors, LLC | 4 | 0 | ||||||
| 2025-08-05 | 13F | Crestwood Advisors Group LLC | 22,811 | 4.40 | 2,159 | 7.04 | ||||
| 2025-08-13 | 13F | Providence Capital Advisors, LLC | 117 | 11 | ||||||
| 2025-08-12 | 13F | Change Path, LLC | 2,251 | 213 | ||||||
| 2025-07-14 | 13F | Abound Wealth Management | 652 | 0.15 | 62 | 1.67 | ||||
| 2025-08-06 | 13F | Valued Wealth Advisors LLC | 3,458 | 146.47 | 327 | 153.49 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 36,973 | 2.73 | 3,499 | 6.32 | ||||
| 2025-07-18 | 13F | Foundry Financial Group, Inc. | 75,774 | 1.47 | 7,170 | 4.05 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 5,252,441 | 14.20 | 497,039 | 17.09 | ||||
| 2025-08-14 | 13F | Cubist Systematic Strategies, LLC | 23,745 | 2,247 | ||||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 104,510 | 3.24 | 9,890 | 5.86 | ||||
| 2025-07-16 | 13F | Southern Capital Advisors, Llc | 281,281 | 2.08 | 26,618 | 4.66 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 54,991 | 0.00 | 5,204 | 2.54 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 75,182 | 100.97 | 7,114 | 106.08 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 16,437 | 1,595 | ||||||
| 2025-07-17 | 13F | Park Place Capital Corp | 955 | 0.53 | 91 | 4.60 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 199 | 34.46 | 19 | 38.46 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 170,877 | 29.54 | 16,170 | 32.82 | ||||
| 2025-07-30 | 13F | SkyOak Wealth, LLC | 206,758 | 2.20 | 19,566 | 4.79 | ||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 47,821 | 18.54 | 4,525 | 21.54 | ||||
| 2025-08-14 | 13F | Talisman Wealth Advisors LLC | 8,923 | 0.70 | 844 | 3.30 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 4,008 | 5.53 | 379 | 8.29 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-05-16 | 13F | Coordinated Financial Services, Inc./CO | 7,358 | 0.30 | 679 | 5.11 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 1,317 | -51.02 | ||||||
| 2025-07-29 | 13F | Woodard & Co Asset Management Group Inc /adv | 2,814 | 0.50 | 266 | 3.10 | ||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 4,412 | 30.07 | 418 | 33.23 | ||||
| 2025-08-01 | 13F | PCA Investment Advisory Services Inc. | 257,007 | 7.82 | 24,321 | 10.56 | ||||
| 2025-07-25 | 13F | Verdence Capital Advisors LLC | 7,546 | 0.32 | 714 | 2.88 | ||||
| 2025-07-28 | 13F | Nadler Financial Group, Inc. | 410,332 | 0.64 | 38,830 | 3.19 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 10,221 | 339.99 | 1 | |||||
| 2025-08-13 | 13F | Kilter Group LLC | 3 | 0 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 15,189,334 | 5.23 | 1,437,367 | 7.90 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 5,723 | 14.23 | 542 | 17.10 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 6,164 | 583 | ||||||
| 2025-07-28 | 13F | Variant Private Wealth, LLC | 57,866 | 0.99 | 5,476 | 3.54 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 195,674 | 863.10 | 18,517 | 887.52 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 19,301 | 4.74 | 1,826 | 7.41 | ||||
| 2025-08-14 | 13F | Comerica Bank | 55,924 | 10.37 | 5,292 | 13.17 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 7,670 | 21.23 | 726 | 24.36 | ||||
| 2025-07-03 | 13F | Garde Capital, Inc. | 244,102 | 3.63 | 23,099 | 6.26 | ||||
| 2025-07-29 | 13F | Aspiriant, Llc | 3,576,178 | 1.39 | 338,414 | 3.96 | ||||
| 2025-07-10 | 13F | Family Legacy Financial Solutions, LLC | 243 | 23 | ||||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 7,082 | 39.35 | 670 | 43.16 | ||||
| 2025-07-28 | 13F | ForthRight Wealth Management, LLC | 291,869 | 2.07 | 27,620 | 4.66 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 4,942 | 0 | ||||||
| 2025-07-18 | 13F | New Wave Wealth Advisors Llc | 26,689 | 2.95 | 2,526 | 5.56 | ||||
| 2025-07-30 | 13F/A | Old Point Trust & Financial Services N A | 7,365 | 11.25 | 697 | 14.10 | ||||
| 2025-08-13 | 13F | Berry Wealth Group, LP | 4,108 | 14.68 | 389 | 17.58 | ||||
| 2025-07-29 | 13F | Madison Wealth Partners, Inc | 287,645 | 2.38 | 27,220 | 4.98 | ||||
| 2025-07-28 | 13F | Allianz Asset Management GmbH | 16,500 | 60.19 | 1,561 | 64.32 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 13,250 | 0.90 | 1,254 | 3.47 | ||||
| 2025-07-14 | 13F | Toth Financial Advisory Corp | 558 | 53 | ||||||
| 2025-07-22 | 13F | Jamison Private Wealth Management, Inc. | 5,943 | 562 | ||||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 185,593 | 54.62 | 17,867 | 61.29 | ||||
| 2025-08-11 | 13F | Traub Capital Management LLC | 17,916 | 1,695 | ||||||
| 2025-08-14 | 13F | Elevatus Welath Management | 2,628 | 0.08 | 249 | 2.48 | ||||
| 2025-07-29 | 13F | Lutz Financial Services LLC | 113,419 | 1.88 | 10,733 | 4.47 | ||||
| 2025-07-14 | 13F | Golden State Equity Partners | 15,440 | 23.51 | 1,461 | 26.71 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 10,083 | 4.94 | 954 | 7.67 | ||||
| 2025-08-06 | 13F | DDFG, Inc | 258,636 | 1.13 | 24,475 | 3.69 | ||||
| 2025-08-07 | 13F | Nwam Llc | 8,579 | 5.57 | 825 | 10.01 | ||||
| 2025-08-11 | 13F | Bell Investment Advisors, Inc | 258 | 24 | ||||||
| 2025-07-16 | 13F | Motive Wealth Advisors | 76,314 | 3.17 | 7,222 | 5.79 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 24,437 | 1.05 | 2,314 | 3.67 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 160,792 | 0.17 | 15 | 7.14 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 2,804 | 3.05 | 268 | 15.02 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 2,650 | 9,364.29 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | M&t Bank Corp | 44,585 | 3.15 | 4,219 | 5.77 | ||||
| 2025-07-15 | 13F | Legacy Solutions, Llc | 73,408 | 1.98 | 6,947 | 4.56 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 127,763 | 2.78 | 12,090 | 5.39 | ||||
| 2025-08-07 | 13F | Cahill Financial Advisors Inc | 21,921 | 0.41 | 2,074 | 2.98 | ||||
| 2025-08-14 | 13F | Fmr Llc | 477,610 | 0.48 | 45,196 | 3.03 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 50,607 | 2.63 | 4,789 | 5.23 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 3,119 | 0.06 | 0 | |||||
| 2025-07-21 | 13F | Financial Council Asset Management Inc | 91,437 | 0.17 | 8,653 | 2.71 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 365,071 | 4.20 | 34,547 | 6.84 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 3,651 | 8.69 | 346 | 11.65 | ||||
| 2025-08-15 | 13F/A | Symphony Financial, Ltd. Co. | 100,276 | 5.07 | 11,051 | 31.70 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 3,507 | 18.20 | 332 | 21.25 | ||||
| 2025-08-06 | 13F | Regimen Wealth, Llc | 6,670 | 0.47 | 631 | 3.10 | ||||
| 2025-07-15 | 13F | Boyd Wealth Management, LLC | 16,343 | 49.46 | 1,547 | 53.22 | ||||
| 2025-08-06 | 13F | Able Wealth Management LLC | 63,390 | 2.67 | 5,999 | 5.27 | ||||
| 2025-07-16 | 13F | Brown, Lisle/cummings, Inc. | 120 | 33.33 | 11 | 37.50 | ||||
| 2025-07-17 | 13F | Lauterbach Financial Advisors, LLC | 3,729 | 42.38 | 353 | 46.06 | ||||
| 2025-07-07 | 13F | RDA Financial Network | 36,587 | 2.73 | 3,462 | 5.36 | ||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 2,732 | 0.15 | 259 | 2.79 | ||||
| 2025-09-03 | 13F | American Trust | 3,598 | 341 | ||||||
| 2025-07-09 | 13F | Christopher J. Hasenberg, Inc | 179 | 219.64 | 17 | 220.00 | ||||
| 2025-08-07 | 13F | Cascade Financial Partners, LLC | 6,233 | 590 | ||||||
| 2025-05-19 | 13F | Heck Capital Advisors, LLC | 0 | 0 | ||||||
| 2025-07-10 | 13F | Charter Oak Capital Management, LLC | 88,656 | 4.99 | 8,390 | 7.65 | ||||
| 2025-07-22 | 13F | SOL Capital Management CO | 29,150 | 513.68 | 3 | |||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 403 | 571.67 | 37 | 640.00 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 5,240 | 0.40 | 496 | 2.91 | ||||
| 2025-08-12 | 13F | Insigneo Advisory Services, Llc | 5,036 | 57.92 | 477 | 61.90 | ||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 2,164 | 208 | ||||||
| 2025-04-15 | 13F | Collier Financial | 1,052 | 22.33 | 97 | 22.78 | ||||
| 2025-08-18 | 13F/A | Kestra Investment Management, LLC | 3,036,844 | 9.73 | 287,377 | 12.51 | ||||
| 2025-07-22 | 13F | Global Assets Advisory, LLC | 3,888 | 372 | ||||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 19,720 | 0.20 | 1,866 | 2.75 | ||||
| 2025-07-15 | 13F | Carr Financial Group Corp | 12,466 | 0.47 | 1,180 | 2.97 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 478,921 | 2.59 | 45,320 | 5.19 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 317,175 | 1.92 | 30,014 | 4.51 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 1,375,617 | 5.81 | 130,175 | 8.50 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 310,093 | 15.78 | 29,344 | 18.72 | ||||
| 2025-07-16 | 13F | Falcon Wealth Planning | 2,364 | 224 | ||||||
| 2025-08-13 | 13F | Tobias Financial Advisors, Inc. | 32,038 | 3,032 | ||||||
| 2025-07-25 | 13F | PrairieView Partners, LLC | 68,988 | 9.01 | 7 | 20.00 | ||||
| 2025-08-13 | 13F | Crescent Grove Advisors, LLC | 160,119 | 0.21 | 15,152 | 2.75 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 23,106 | 1.42 | 2,187 | 4.00 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 2,072,304 | 2.09 | 196,102 | 4.68 | ||||
| 2025-07-21 | 13F | Keystone Financial Group, Inc. | 1,727 | 0.47 | 165 | 8.55 | ||||
| 2025-07-15 | 13F | Legacy Financial Group LLC | 144,594 | 20.74 | 13,683 | 23.80 | ||||
| 2025-07-21 | 13F | Zwj Investment Counsel Inc | 25,242 | 1.30 | 2,389 | 3.87 | ||||
| 2025-07-29 | 13F | Salus Financial Advisors, LLC | 197,166 | 7.62 | 18,658 | 10.35 | ||||
| 2025-07-09 | 13F | High Probability Advisors, LLC | 160,617 | 8.17 | 15,199 | 10.91 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 3,797 | 0.74 | 359 | 3.46 | ||||
| 2025-08-12 | 13F | Nemes Rush Group LLC | 70 | 7 | ||||||
| 2025-07-14 | 13F | Narus Financial Partners, LLC | 12,215 | 0.11 | 1,156 | 2.58 | ||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 5,196 | 0.13 | 492 | 2.72 | ||||
| 2025-07-25 | 13F | Apollon Financial, LLC | 10,866 | 53.17 | 1,028 | 57.19 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 353,716 | 33,472 | ||||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 275 | 26 | ||||||
| 2025-08-20 | 13F | Forefront Wealth Partners, LLC | 50,069 | 1.39 | 4,636 | 1.71 | ||||
| 2025-08-11 | 13F | Guidance Point Advisors, LLC | 28,967 | 1.18 | 2,741 | 3.75 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 33,290 | 33.23 | 3,150 | 36.60 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 1,261,168 | 24.46 | 119,344 | 27.61 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 10,372 | 1.17 | 982 | 3.70 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 29,341 | 10.41 | 2,777 | 13.21 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 3,062 | 615.42 | 290 | 641.03 | ||||
| 2025-07-23 | 13F | Lansing Street Advisors | 10,145 | 0.28 | 960 | 2.89 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 251,187 | 17.43 | 23,770 | 20.40 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 733,140 | 117.52 | 69,377 | 122.31 | ||||
| 2025-08-14 | 13F | RMB Capital Management, LLC | 87,889 | 152.21 | 8,317 | 158.58 | ||||
| 2025-08-14 | 13F | Gallagher Fiduciary Advisors, LLC | 117,457 | 2.10 | 11,115 | 4.68 | ||||
| 2025-07-22 | 13F | Sutton Place Investors Llc | 20,314 | 0.46 | 1,922 | 3.00 | ||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 3,260 | 0.15 | 308 | 3.70 | ||||
| 2025-08-11 | 13F | Alteri Wealth LLC | 2,575 | 0.04 | 244 | 2.53 | ||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 26,924 | 1.61 | 2,548 | 4.17 | ||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 2,494 | 236 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 10,130 | 2.63 | 959 | 5.27 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 46,893 | 17.82 | 4,437 | 20.80 | ||||
| 2025-07-22 | 13F | Hubbell Strickland Wealth Management, LLC | 2,489 | 3.62 | 235 | 6.33 | ||||
| 2025-07-16 | 13F | Augustine Asset Management Inc | 4,357 | 14.27 | 412 | 17.38 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 96,566 | 2.31 | 9,138 | 4.91 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 196,419 | 1.28 | 18,587 | 3.85 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 148,062 | 3.43 | 14,011 | 6.06 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 1,158 | 112 | ||||||
| 2025-07-24 | 13F | MFA Wealth Services | 23,663 | 2.95 | 2,239 | 5.56 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 823 | 78 | ||||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 349,653 | 2.48 | 33,088 | 5.07 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 74,402,651 | 3.04 | 7,040,723 | 5.65 | ||||
| 2025-08-12 | 13F | Wealth Advisors of Iowa, LLC | 25,592 | 0.05 | 2,422 | 2.58 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 6,013 | 12.06 | 569 | 14.95 | ||||
| 2025-07-11 | 13F | Oak Asset Management, LLC | 2,423 | 3.46 | 229 | 6.02 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 9,197 | 5.69 | 870 | 8.34 | ||||
| 2025-07-25 | 13F | Endowment Wealth Management, Inc. | 52,937 | 27.72 | 5,009 | 30.95 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 650 | 6.38 | 62 | 8.93 | ||||
| 2025-07-22 | 13F | Valpey Financial Services, LLC | 30,174 | 2,855 | ||||||
| 2025-07-17 | 13F | XML Financial, LLC | 5,720 | 3.16 | 541 | 5.87 | ||||
| 2025-07-18 | 13F | Centricity Wealth Management, LLC | 25,892 | 1.95 | 2,450 | 4.57 | ||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 3,798 | 0.61 | 359 | 3.16 | ||||
| 2025-07-30 | 13F | Liberty One Investment Management, Llc | 17,431 | 1.25 | 1,649 | 3.84 | ||||
| 2025-08-08 | 13F | Tanglewood Legacy Advisors, LLC | 625,593 | 2.70 | 59,200 | 5.30 | ||||
| 2025-08-08 | 13F | Wealth Alliance | 3,793 | 28.06 | 359 | 31.14 | ||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 2,493 | 236 | ||||||
| 2025-08-08 | 13F | Bailard, Inc. | 37,857 | 4.46 | 3,582 | 7.12 | ||||
| 2025-07-22 | 13F | Valeo Financial Advisors, LLC | 3,338 | 8.91 | 316 | 11.70 | ||||
| 2025-07-09 | 13F | Catalyst Private Wealth, Llc | 30,878 | 46.55 | 2,922 | 50.26 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 3,014 | 5.09 | 285 | 7.95 | ||||
| 2025-07-23 | 13F | Drake & Associates, LLC | 283,028 | 4.73 | 26,783 | 7.39 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 116,496 | 4.05 | 11,024 | 6.70 | ||||
| 2025-07-15 | 13F | Christensen, King & Associates Investment Services, Inc. | 4,241 | 0.09 | 401 | 2.04 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 2,494 | 236 | ||||||
| 2025-08-14 | 13F | Headlands Technologies LLC | 428 | 520.29 | 41 | 566.67 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 64,972 | 11.37 | 6,204 | 15.75 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 356,621 | 6.69 | 33,747 | 9.39 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 107,401 | 0.14 | 10,163 | 2.68 | ||||
| 2025-07-15 | 13F | Graypoint LLC | 5,512 | 0.09 | 522 | 2.56 | ||||
| 2025-07-17 | 13F | Greenleaf Trust | 4,003 | 379 | ||||||
| 2025-07-14 | 13F | McGlone Suttner Wealth Management, Inc. | 613,488 | 3.26 | 58,054 | 5.88 | ||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 91 | 1,037.50 | 9 | |||||
| 2025-07-11 | 13F | LongView Wealth Management | 3,004 | 21.52 | 284 | 24.56 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 31,000 | 2,934 | ||||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 6,804 | 78.86 | 644 | 83.19 | ||||
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 4,770 | 10.93 | 451 | 13.89 | ||||
| 2025-08-14 | 13F | Summit Trail Advisors, Llc | 2,207 | 209 | ||||||
| 2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 2,131 | 202 | ||||||
| 2025-08-05 | 13F | Sigma Planning Corp | 126,230 | 1.80 | 11,945 | 4.39 | ||||
| 2025-08-14 | 13F | Greenline Partners, LLC | 35,658 | 190.23 | 3,374 | 2.55 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 32,948 | 2.10 | 3,118 | 4.67 | ||||
| 2025-08-11 | 13F | Pineridge Advisors LLC | 803 | 0.25 | 76 | 4.11 | ||||
| 2025-08-12 | 13F | 17 Capital Partners, Llc | 29,603 | 1.79 | 2,801 | 4.40 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 59,945 | 11.33 | 5,673 | 13.78 | ||||
| 2025-08-11 | 13F | Inspire Advisors, LLC | 2,669 | 20.33 | 253 | 23.53 | ||||
| 2025-07-08 | 13F | Canandaigua National Bank & Trust Co | 818,997 | 2.29 | 77,502 | 4.88 | ||||
| 2025-08-08 | 13F/A | Sterling Capital Management LLC | 6,388 | 1.19 | 604 | 3.78 | ||||
| 2025-08-15 | 13F | Zuckerman Investment Group, LLC | 75,825 | 22.64 | 7,175 | 25.77 | ||||
| 2025-07-17 | 13F | ERn Financial, LLC | 7,828 | 0.01 | 741 | 2.49 | ||||
| 2025-07-08 | 13F | Canandaigua National Trust Co of Florida | 68,178 | 15.62 | 6,452 | 18.56 | ||||
| 2025-08-07 | 13F | Birchcreek Wealth Management, LLC | 153,447 | 6.31 | 14,521 | 9.01 | ||||
| 2025-08-12 | 13F | Asset Management Group, Inc. | 47,356 | 0.45 | 4,481 | 3.01 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 56,477 | 5.00 | 5,490 | 15.78 | ||||
| 2025-07-11 | 13F | Ullmann Financial Group, Inc. | 2,216 | 0.27 | 210 | 2.96 | ||||
| 2025-07-22 | 13F | USAdvisors Wealth Management, LLC | 53,094 | 1.37 | 5 | 25.00 | ||||
| 2025-08-14 | 13F | Certified Advisory Corp | 120,189 | 0.61 | 11,373 | 3.16 | ||||
| 2025-07-15 | 13F | Sheets Smith Wealth Management | 3,474 | 0.17 | 329 | 2.50 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 117,290 | 17.89 | 11,099 | 20.88 | ||||
| 2025-07-15 | 13F | Financial Partners Group, Inc | 160,169 | 5.64 | 15,157 | 8.31 | ||||
| 2025-08-12 | 13F | Richmond Investment Services, LLC | 5,637 | 533 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 5,698,055 | 17.94 | 536,821 | 21.54 | ||||
| 2025-07-22 | 13F | Steele Capital Management, Inc. | 215,069 | 2.55 | 20,352 | 5.16 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 566,693 | 0.44 | 53,626 | 2.99 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 499 | 0.40 | 47 | 4.44 | ||||
| 2025-07-07 | 13F | Roxbury Financial LLC | 3,005 | 2.88 | 284 | 2.16 | ||||
| 2025-07-28 | 13F | Rosenberg Matthew Hamilton | 1,136 | 108 | ||||||
| 2025-08-14 | 13F | Strategic Wealth Designers | 151 | 14 | ||||||
| 2025-08-07 | 13F | Montag A & Associates Inc | 28,525 | 27.91 | 2,699 | 31.15 | ||||
| 2025-08-04 | 13F | Roble, Belko & Company, Inc | 5,915 | 0.46 | 1 | |||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 149 | 14 | ||||||
| 2025-07-11 | 13F | Kingstone Capital Partners Texas, LLC | 16,464 | 2 | ||||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 20,918 | 1,979 | ||||||
| 2025-08-05 | 13F | Next Capital Management LLC | 13,547 | 1.91 | 1,282 | 4.49 | ||||
| 2025-07-25 | 13F | Allspring Global Investments Holdings, LLC | 545,632 | 5.77 | 51,633 | 8.46 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 17,302 | 72.21 | 1,637 | 76.59 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 23,242 | 2.91 | 2,199 | 5.52 | ||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 719,348 | 14.40 | 68 | 17.24 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 3,380 | 2.95 | 0 | |||||
| 2025-08-13 | 13F | McGowan Group Asset Management, Inc. | 3,855 | 0.47 | 365 | 2.82 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 119,799 | 197.22 | 11,337 | 204.81 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 4,932 | 19.88 | 467 | 22.96 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 2,228 | 211 | ||||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 16,008 | 350.55 | 1,529 | 367.28 | ||||
| 2025-07-01 | 13F | Confluence Investment Management Llc | 125,563 | 63.91 | 11,882 | 68.09 | ||||
| 2025-08-12 | 13F | Eley Financial Management, Inc | 50,220 | 0.09 | 4,752 | 2.77 | ||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 1,295 | 123 | ||||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 34,198 | 3,236 | ||||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 3,903 | 1.99 | 369 | 4.53 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 9,101 | 41.78 | 861 | 45.44 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 1,603 | 49.95 | 152 | 54.08 | ||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 7,213 | 2.20 | 683 | 4.76 | ||||
| 2025-08-06 | 13F | Grey Fox Wealth Advisors, LLC | 11,040 | 24.17 | 1,045 | 27.32 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 4,926 | 466 | ||||||
| 2025-07-15 | 13F | North Star Investment Management Corp. | 2,485 | 249.51 | 235 | 261.54 | ||||
| 2025-08-06 | 13F | Equity Investment Corp | 36,332 | 20.93 | 3,438 | 24.03 | ||||
| 2025-07-21 | 13F | New Century Financial Group, LLC | 3,037 | 16.40 | 287 | 19.58 | ||||
| 2025-07-17 | 13F | Alliance Wealth Advisors, LLC | 3,465 | 0.12 | 328 | 2.51 | ||||
| 2025-08-01 | 13F | Auto-Owners Insurance Co | 864,000 | 68.16 | 81,778 | 70.52 | ||||
| 2025-05-28 | NP | NDAA - Ned Davis Research 360 Dynamic Allocation ETF | 3,857 | 132.49 | 356 | 132.03 | ||||
| 2025-08-29 | 13F | Total Investment Management Inc | 2,105 | 199 | ||||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 206,385 | 39.10 | 19,530 | 42.63 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 24,081 | 0.23 | 2,279 | 2.75 | ||||
| 2025-08-14 | 13F | Sterling Wealth Management, Inc. | 26,728 | 0.74 | 2,529 | 2.97 | ||||
| 2025-08-12 | 13F | Richard W. Paul & Associates, LLC | 161,976 | 0.47 | 15,328 | 3.02 | ||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 2,513 | 0.48 | 238 | 3.04 | ||||
| 2025-07-31 | 13F | Richards, Merrill & Peterson, Inc. | 132 | 450.00 | 12 | 500.00 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 74,127 | 10.85 | 7,015 | 13.66 | ||||
| 2025-07-21 | 13F | HighMark Wealth Management LLC | 77,295 | 0.12 | 7,313 | 2.64 |
