Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di iShares Trust - iShares Russell Mid-Cap Value ETF meliputi Glenmede Investment Management, LP, Future Fund LLC, FFOX - FundX Future Fund Opportunities ETF, Midwest Trust Co, Summit Wealth Group Llc / Co, Clarion Wealth Managment Partners, LLC, POACX - Aristotle Portfolio Optimization Conservative Fund Class C, Principle Wealth Partners Llc, Parcion Private Wealth LLC, Northstar Asset Management Llc, Twin Peaks Wealth Advisors, LLC, 21 West Wealth Management LLC, Gateway Wealth Partners, LLC, Fiduciary Wealth Partners, LLC, United Advisor Group, LLC, Vista Capital Partners, Inc., FSA Advisors, Inc., Next Capital Management LLC, Fiduciary Trust Co, dan Monograph Wealth Advisors, Llc .
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 | Berkeley, Inc | 4,208 | 0.02 | 556 | 5.10 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 14,562 | 37.64 | 1,924 | 43.90 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 134,266 | 0.89 | 17,742 | 5.83 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 2,607 | 166.56 | 344 | 179.67 | ||||
| 2025-07-16 | 13F | Townsend Asset Management Corp /nc/ /adv | 1,172 | 0.34 | 155 | 4.76 | ||||
| 2025-08-14 | 13F | Alliancebernstein L.p. | 29,590 | 203.55 | 3,910 | 218.66 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 256 | 1,180.00 | 34 | 1,550.00 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-05 | 13F | Huntington National Bank | 2,052 | 6.43 | ||||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 7,710 | 0.56 | 1,019 | 5.49 | ||||
| 2025-08-07 | 13F | Future Fund LLC | 27,975 | 3,697 | ||||||
| 2025-08-07 | 13F | Howard Bailey Securities, Llc | 52,084 | 20.80 | 6,882 | 26.72 | ||||
| 2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 2,278 | 301 | ||||||
| 2025-08-11 | 13F | HHM Wealth Advisors, LLC | 493 | 532.05 | 65 | 622.22 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 1,128,123 | 3.39 | 149,477 | 8.81 | ||||
| 2025-07-21 | 13F | TFG Advisers LLC | 2,679 | 0.26 | 354 | 5.36 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 82,810 | 7.06 | 10,943 | 12.31 | ||||
| 2025-07-14 | 13F | Occidental Asset Management, LLC | 92,500 | 0.74 | 12,223 | 5.67 | ||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 430,145 | 1.60 | 56,839 | 6.57 | ||||
| 2025-07-22 | 13F | Valeo Financial Advisors, LLC | 3,530 | 0.89 | 466 | 6.15 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 6,485 | 44.69 | 857 | 51.77 | ||||
| 2025-08-13 | 13F | Parkworth Wealth Management, Inc. | 1,463 | 0.34 | 193 | 5.46 | ||||
| 2025-08-14 | 13F | Widmann Financial Services, Inc. | 24,511 | 4.66 | 3,239 | 9.76 | ||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 3,393,013 | 0.34 | 448,338 | 5.25 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 72,242 | 4.84 | 10 | 12.50 | ||||
| 2025-08-07 | 13F | Addison Advisors LLC | 775 | 102 | ||||||
| 2025-07-30 | 13F | LifeWealth Investments, LLC | 56,607 | 55.52 | 7,480 | 63.12 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 611 | 5.16 | 81 | 14.29 | ||||
| 2025-08-06 | 13F | Simmons Bank | 3,724 | 4.23 | 492 | 9.33 | ||||
| 2025-08-14 | 13F | Bank Of Hawaii | 14,600 | 26.84 | 1,929 | 33.03 | ||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 200 | 108.33 | 27 | 116.67 | ||||
| 2025-07-11 | 13F | Compass Ion Advisors, LLC | 3,497 | 1.86 | 462 | 6.94 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 73,514 | 120.35 | 9,714 | 131.18 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 62,661 | 26.10 | 8,280 | 32.29 | ||||
| 2025-07-09 | 13F | Breakwater Capital Group | 2,905 | 3.68 | 384 | 8.81 | ||||
| 2025-07-08 | 13F | 21 West Wealth Management LLC | 3,422 | 452 | ||||||
| 2025-07-28 | 13F | Rosenberg Matthew Hamilton | 37 | 5 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 283,402 | 1.08 | 37,432 | 6.05 | ||||
| 2025-07-30 | NP | ENDW - Cambria Endowment Style ETF | 533 | 68 | ||||||
| 2025-08-04 | 13F | Assetmark, Inc | 6,169 | 20.87 | 815 | 26.95 | ||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 5,265 | 0.82 | 663 | -1.78 | ||||
| 2025-07-30 | 13F | LGT Financial Advisors LLC | 3,368 | 0.39 | 445 | 5.45 | ||||
| 2025-04-28 | 13F | Pinnacle Financial Partners Inc | 61,499 | 4.49 | 7,748 | 1.77 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 36,783 | 1.93 | 5 | 0.00 | ||||
| 2025-07-18 | 13F | Arcadia Wealth Management, LLC | 5,540 | 15.75 | 732 | 21.59 | ||||
| 2025-07-10 | 13F | Financial Management Network Inc | 4,220 | 1.15 | 570 | 21.06 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 30,356 | 4,011 | ||||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 2,715 | 0.56 | 359 | 5.29 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 79,445 | 5.75 | 10,498 | 10.93 | ||||
| 2025-08-13 | 13F | Alerus Financial Na | 21 | 3 | ||||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 7,549 | 29.29 | 998 | 35.65 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 231,764 | 38.31 | 30,329 | 43.63 | ||||
| 2025-08-14 | 13F | Monograph Wealth Advisors, Llc | 1,933 | 255 | ||||||
| 2025-07-22 | 13F | Powell Investment Advisors, LLC | 53,335 | 3.87 | 7,048 | 8.95 | ||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 422 | 0.48 | 56 | 5.77 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 3,676 | 37.42 | 486 | 44.35 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 1,741 | 0.23 | 230 | 5.50 | ||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 96,789 | 5.50 | 12,790 | 10.67 | ||||
| 2025-07-07 | 13F | LBJ Family Wealth Advisors, Ltd. | 126,510 | 0.44 | 17 | 6.67 | ||||
| 2025-08-05 | 13F | Bridgewater Advisors Inc. | 2,854 | 0.04 | 390 | 11.14 | ||||
| 2025-07-31 | 13F | Fiduciary Wealth Partners, LLC | 2,591 | 342 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 3,800,341 | 0.28 | 502,177 | 5.19 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 9,890 | 68.80 | 1,307 | 76.96 | ||||
| 2025-07-31 | 13F | Guardian Asset Advisors, LLC | 3,961 | 0.03 | 524 | 4.81 | ||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 1,003 | 0.40 | 133 | 5.60 | ||||
| 2025-08-28 | NP | POCEX - Aristotle Portfolio Optimization Aggressive Growth Fund Class C | 123,672 | 34.11 | 16,342 | 40.69 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 59,905 | 11.18 | 7,916 | 16.62 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 72,955 | 3.44 | 9,643 | 8.53 | ||||
| 2025-07-24 | 13F | Galvin, Gaustad & Stein, LLC | 1,591 | 0.13 | 210 | 5.00 | ||||
| 2025-07-21 | 13F | Stock Yards Bank & Trust Co | 20,846 | 0.29 | 2,755 | 5.19 | ||||
| 2025-07-28 | 13F | Courier Capital Llc | 11,902 | 15.02 | 1,573 | 20.64 | ||||
| 2025-08-07 | 13F | BHK Investment Advisors, LLC | 13,506 | 9.02 | 1,785 | 14.36 | ||||
| 2025-08-12 | 13F/A | Cozad Asset Management Inc | 8,988 | 5.49 | 1,188 | 10.62 | ||||
| 2025-08-08 | 13F | Avalon Trust Co | 1,221 | 161 | ||||||
| 2025-05-09 | 13F | Delta Financial Group, Inc. | 2,039 | 0.20 | 0 | |||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 10,387 | 2.05 | 1,373 | 7.02 | ||||
| 2025-04-29 | 13F | Financial Network Wealth Management LLC | 211 | 0 | ||||||
| 2025-07-03 | 13F | City Center Advisors, LLC | 4,228 | 1.88 | 559 | 6.90 | ||||
| 2025-08-14 | 13F | Fiduciary Trust Co | 2,003 | 265 | ||||||
| 2025-08-28 | NP | POACX - Aristotle Portfolio Optimization Conservative Fund Class C | 9,619 | 1,271 | ||||||
| 2025-08-08 | 13F | Ironwood Investment Counsel, LLC | 2,698 | 36.75 | 357 | 43.55 | ||||
| 2025-08-07 | 13F | Ibex Wealth Advisors | 1,678 | 222 | ||||||
| 2025-08-12 | 13F | Quadcap Wealth Management, LLC | 1,566 | 207 | ||||||
| 2025-08-13 | 13F | Providence Capital Advisors, LLC | 2,281 | 301 | ||||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 2,421 | 26.56 | 320 | 32.92 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 2,996 | 396 | ||||||
| 2025-08-12 | 13F | Private Management Group Inc | 7,735 | 5.58 | 1,022 | 10.85 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 135,051 | 2.56 | 17,848 | 7.59 | ||||
| 2025-07-29 | 13F | Aspiriant, Llc | 4,950 | 101.38 | 654 | 111.65 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 4,225 | 5.31 | 558 | 10.50 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 5,859 | 16.57 | 774 | 22.27 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 6,104 | 0.02 | 807 | 4.95 | ||||
| 2025-08-12 | 13F | Bedel Financial Consulting, Inc. | 11,007 | 0.14 | 1,454 | 6.75 | ||||
| 2025-08-07 | 13F | Nwam Llc | 2,733 | 30.20 | 370 | 40.15 | ||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 1,831 | 0.55 | 242 | 5.24 | ||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 1,393 | 12.61 | 184 | 18.71 | ||||
| 2025-08-12 | 13F | Bokf, Na | 94,444 | 0.06 | 12,480 | 4.95 | ||||
| 2025-08-08 | 13F | Atlantic Trust, LLC | 191 | 25 | ||||||
| 2025-08-07 | 13F | Fidelis Capital Partners, LLC | 26,361 | 2.86 | 3,527 | 13.01 | ||||
| 2025-08-08 | 13F | Compass Financial Services Inc | 4 | 1 | ||||||
| 2025-07-10 | 13F | Kmg Fiduciary Partners, Llc | 50,336 | 5.14 | 6,651 | 10.30 | ||||
| 2025-07-22 | 13F | Old National Bancorp /in/ | 5,570 | 116.73 | 736 | 127.86 | ||||
| 2025-08-21 | 13F | Clarion Wealth Managment Partners, LLC | 9,814 | 1,297 | ||||||
| 2025-07-15 | 13F | FLP Wealth Management, LLC | 1,734 | 12.02 | 218 | 9.00 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 12,181 | 13.52 | 1,610 | 19.10 | ||||
| 2025-08-01 | 13F | Zhang Financial LLC | 3,896 | 10.43 | 515 | 15.77 | ||||
| 2025-07-28 | 13F | Fairman Group, LLC | 340 | 107.32 | 45 | 109.52 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 4,649 | 0.30 | 614 | 5.32 | ||||
| 2025-08-14 | 13F | Becker Capital Management Inc | 2,505 | 0.04 | 331 | 5.08 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 2,332 | 2.82 | 313 | 9.09 | ||||
| 2025-08-05 | 13F | Cassaday & Co Wealth Management LLC | 976,963 | 0.49 | 129,096 | 5.41 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 3,759,738 | 0.44 | 496,812 | 5.36 | ||||
| 2025-08-11 | 13F | Wittenberg Investment Management, Inc. | 3,478 | 460 | ||||||
| 2025-08-06 | 13F | Adviser Investments LLC | 27,820 | 0.16 | 3,676 | 5.09 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 6,232 | 65.61 | 824 | 73.63 | ||||
| 2025-07-07 | 13F | First Community Trust Na | 41 | 5 | ||||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 3,849 | 522 | ||||||
| 2025-07-18 | 13F | First Pacific Financial | 21,422 | 3.47 | 2,831 | 8.51 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 1,914 | 253 | ||||||
| 2025-05-19 | NP | NORTHWESTERN MUTUAL SERIES FUND INC - Mid Cap Value Portfolio | 36,030 | 4,539 | ||||||
| 2025-07-30 | 13F | Principle Wealth Partners Llc | 5,155 | 681 | ||||||
| 2025-07-18 | 13F | B.O.S.S. Retirement Advisors, LLC | 24,048 | 17.50 | 3,178 | 23.24 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 37,832 | 6.65 | 4,999 | 11.88 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 3,133 | 6.60 | 414 | 11.62 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 4,223 | 30.22 | 558 | 41.27 | ||||
| 2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 251 | 33 | ||||||
| 2025-08-13 | 13F | Kilter Group LLC | 7 | 1 | ||||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2,664 | 10.26 | 352 | 15.79 | ||||
| 2025-08-11 | 13F | Guidance Point Advisors, LLC | 3,558 | 0.37 | 470 | 5.38 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 5,891 | 167.04 | 778 | 180.87 | ||||
| 2025-08-14 | 13F | CoreFirst Bank & Trust | 865 | 114 | ||||||
| 2025-08-14 | 13F | First Foundation Advisors | 15,653 | 22.49 | 2,068 | 28.53 | ||||
| 2025-09-03 | 13F | American Trust | 11,393 | 169.59 | 1,505 | 182.89 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 32,771 | 13,114.11 | 0 | -100.00 | ||||
| 2025-08-06 | 13F | Regimen Wealth, Llc | 5,290 | 0.38 | 699 | 5.43 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 20,697 | 0.68 | 2,735 | 5.60 | ||||
| 2025-08-06 | 13F | Bensler, LLC | 4,333 | 0.02 | 573 | 4.95 | ||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 1,611 | 218 | ||||||
| 2025-08-11 | 13F | Heritage Wealth Advisors | 515,391 | 0.43 | 68,104 | 5.35 | ||||
| 2025-08-13 | 13F | Sanibel Captiva Trust Company, Inc. | 2,390 | 5.38 | 316 | 10.53 | ||||
| 2025-07-25 | 13F | Fifth Third Wealth Advisors LLC | 3,120 | 21.68 | 412 | 27.95 | ||||
| 2025-07-31 | 13F | Carlton Hofferkamp & Jenks Wealth Management, LLC | 7,260 | 13.92 | 983 | 31.77 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 18,921 | 0.40 | 2,500 | 5.35 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 2,763 | 0.29 | 365 | 5.19 | ||||
| 2025-07-08 | 13F | Ballew Advisors, Inc | 6,073 | 0.15 | 819 | 15.35 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 6,665 | 1.34 | 1 | |||||
| 2025-08-05 | 13F | Telos Capital Management, Inc. | 18,906 | 5.12 | 2,498 | 10.29 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 2,067 | 2.07 | 273 | 7.06 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 27,489 | 0.48 | 3,632 | 5.40 | ||||
| 2025-08-27 | NP | FFOX - FundX Future Fund Opportunities ETF | 27,975 | 3,697 | ||||||
| 2025-08-12 | 13F | Ade, Llc | 7,639 | 11.93 | 1,009 | 17.46 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 2,888 | 81.64 | 382 | 90.50 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 79,110 | 3.75 | 10,454 | 8.83 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 158,581 | 7.09 | 20,955 | 12.34 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 239 | 17.73 | 32 | 24.00 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 523 | 0.38 | 69 | 4.62 | ||||
| 2025-08-14 | 13F | Tudor Investment Corp Et Al | 5,287 | 84.34 | 699 | 93.35 | ||||
| 2025-07-22 | 13F | Warwick Investment Management, Inc. | 8,133 | 0.64 | 1,075 | 5.60 | ||||
| 2025-08-07 | 13F | Evoke Wealth, Llc | 6,056 | 19.38 | 800 | 25.20 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 835,726 | 2.35 | 110,433 | 7.36 | ||||
| 2025-07-09 | 13F | Navigation Wealth Management, Inc. | 1,845 | 244 | ||||||
| 2025-08-06 | 13F | Wsfs Capital Management, Llc | 2,871 | 13.34 | 379 | 18.81 | ||||
| 2025-07-23 | 13F | Tectonic Advisors Llc | 20,701 | 13.84 | 2,735 | 19.43 | ||||
| 2025-08-11 | 13F | Mosaic Family Wealth Partners, Llc | 7,393 | 51.12 | 977 | 58.44 | ||||
| 2025-08-13 | 13F | My Purposeful Wealth Corp. | 4,597 | 35.44 | 615 | 44.03 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 40,526 | 6.42 | 5,358 | 12.92 | ||||
| 2025-08-13 | 13F | Gamco Investors, Inc. Et Al | 1,535 | 203 | ||||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 16,877 | 50.20 | 2,271 | 60.49 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 16,880 | 17.91 | 2,231 | 23.68 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 8,716 | 0.26 | 1,152 | 5.11 | ||||
| 2025-08-28 | NP | POCAX - Aristotle Portfolio Optimization Moderate Fund Class A | 180,015 | 69.70 | 23,787 | 78.01 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 4,810 | 636 | ||||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 6,369 | 0.84 | 842 | 5.79 | ||||
| 2025-08-08 | 13F | Creative Planning | 125,913 | 14.05 | 16,638 | 19.64 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 248,581 | 397.16 | 32,847 | 421.55 | ||||
| 2025-08-14 | 13F | Matrix Private Capital Group Llc | 896 | 646.67 | 118 | 686.67 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 55,485 | 67.76 | 7 | 75.00 | ||||
| 2025-07-22 | 13F | Inlight Wealth Management, LLC | 55,344 | 0.17 | 7,313 | 5.09 | ||||
| 2025-08-14 | 13F | Cardiff Park Advisors, Llc | 672 | 0.45 | 89 | 4.76 | ||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 399 | 53 | ||||||
| 2025-08-14 | 13F | Colony Group, LLC | 206,898 | 24.08 | 27,340 | 30.16 | ||||
| 2025-08-01 | 13F | GoalVest Advisory LLC | 658 | 87 | ||||||
| 2025-08-13 | 13F | Peloton Wealth Strategists | 14,078 | 1.24 | 2 | 0.00 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 6,387 | 11.93 | 844 | 17.41 | ||||
| 2025-08-01 | 13F | FSA Advisors, Inc. | 2,058 | 272 | ||||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 717 | 9.63 | 95 | 14.63 | ||||
| 2025-07-15 | 13F | Total Wealth Planning, Llc | 3,852 | 8.14 | 509 | 13.39 | ||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 4,500 | 0.16 | 595 | 4.95 | ||||
| 2025-07-14 | 13F | Friday Financial | 3,560 | 0.11 | 470 | 3.75 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 365,411 | 24.72 | 48,285 | 30.83 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 19,957 | 1.69 | 2,637 | 6.67 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 142,176 | 1,986.22 | 19,436 | 2,165.27 | ||||
| 2025-08-13 | 13F | Allegheny Financial Group LTD | 8,904 | 9.64 | 1,177 | 14.96 | ||||
| 2025-07-24 | 13F | Callan Family Office, LLC | 11,050 | 6.66 | 1,460 | 11.88 | ||||
| 2025-08-08 | 13F | Condor Capital Management | 21,852 | 1.20 | 2,888 | 6.14 | ||||
| 2025-08-13 | 13F | Hsbc Holdings Plc | 114,969 | 1.07 | 15,192 | 6.03 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 300 | 40 | ||||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 32,155 | 2.13 | 4,249 | 7.11 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 3,309 | 5.01 | 437 | 10.35 | ||||
| 2025-07-28 | 13F | WealthPLAN Partners, LLC | 3,760 | 21.10 | 497 | 26.85 | ||||
| 2025-07-22 | 13F | Romano Brothers And Company | 5,669 | 0.02 | 749 | 4.90 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 8,159,379 | 2.02 | 1,078,181 | 7.02 | ||||
| 2025-05-22 | NP | IASAX - VY(R) American Century Small-Mid Cap Value Portfolio Class ADV | 11,428 | 1,440 | ||||||
| 2025-08-04 | 13F | Family Wealth Group, LLC | 10,123 | 1,338 | ||||||
| 2025-07-08 | 13F | Apella Capital, LLC | 3,338 | 12.16 | 447 | 25.63 | ||||
| 2025-07-11 | 13F | Annex Advisory Services, LLC | 4,901 | 26.64 | 648 | 32.85 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 343,702 | 2.35 | 45,417 | 7.36 | ||||
| 2025-07-23 | 13F | Cohen Capital Management, Inc. | 2,521 | 0.12 | 333 | 5.05 | ||||
| 2025-07-17 | 13F | Neumann Capital Management, LLC | 1,524 | 201 | ||||||
| 2025-07-29 | 13F | Aire Advisors, Llc | 2,184 | 1.02 | 289 | 5.88 | ||||
| 2025-08-14 | 13F | Vista Capital Partners, Inc. | 2,214 | 293 | ||||||
| 2025-07-29 | 13F | Private Trust Co Na | 8,731 | 2.21 | 1,154 | 7.16 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 683 | 90 | ||||||
| 2025-08-14 | 13F | Gen-Wealth Partners Inc | 239 | 1.27 | 32 | 6.90 | ||||
| 2025-08-11 | 13F | Elequin Capital Lp | 335 | 324.05 | 44 | 388.89 | ||||
| 2025-08-14 | 13F | Bragg Financial Advisors, Inc | 4,314 | 1.75 | 570 | 6.74 | ||||
| 2025-08-14 | 13F | Icon Wealth Advisors, LLC | 3,162 | 0.03 | 418 | 4.77 | ||||
| 2025-08-14 | 13F | Talon Private Wealth, LLC | 258 | 34 | ||||||
| 2025-07-22 | 13F | Cedar Mountain Advisors, LLC | 257,168 | 0.90 | 33,982 | 5.84 | ||||
| 2025-07-22 | 13F | Olistico Wealth, LLC | 824 | 0.12 | 109 | 4.85 | ||||
| 2025-07-15 | 13F | James J. Burns & Company, LLC | 49,516 | 2.49 | 6,543 | 7.51 | ||||
| 2025-07-24 | 13F | MSH Capital Advisors LLC | 23,777 | 2.13 | 3,142 | 7.13 | ||||
| 2025-07-31 | 13F | Sage Mountain Advisors LLC | 1,842 | 198.06 | 243 | 215.58 | ||||
| 2025-07-29 | 13F | Rodgers & Associates, LTD | 171,776 | 2.61 | 22,698 | 7.63 | ||||
| 2025-07-31 | 13F | Vaughan David Investments Inc/il | 2,533 | 42.06 | 0 | |||||
| 2025-08-12 | 13F | Journey Strategic Wealth Llc | 1,881 | 249 | ||||||
| 2025-07-08 | 13F | Atlas Brown,Inc. | 20,778 | 0.81 | 2,746 | 5.74 | ||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 12,926 | 2.36 | 1,708 | 7.36 | ||||
| 2025-07-14 | 13F | LaFleur & Godfrey LLC | 1,560 | 206 | ||||||
| 2025-08-11 | 13F | Insight 2811, Inc. | 10,248 | 0.32 | 1,354 | 5.29 | ||||
| 2025-08-14 | 13F | NCM Capital Management, LLC | 3,422 | 0.65 | 452 | 5.61 | ||||
| 2025-08-08 | 13F | Pacific Life Fund Advisors LLC | 630,104 | 57.83 | 83,262 | 65.56 | ||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 114,285 | 102.94 | 15,102 | 112.87 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 659 | 25.05 | 87 | 31.82 | ||||
| 2025-07-17 | 13F | XML Financial, LLC | 65,980 | 57.68 | 8,719 | 65.40 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 76,564 | 0.26 | 10,117 | 5.17 | ||||
| 2025-07-22 | 13F | Net Worth Advisory Group | 1,549 | 205 | ||||||
| 2025-08-14 | 13F | Hancock Whitney Corp | 3,585 | 13.27 | 474 | 18.84 | ||||
| 2025-08-06 | 13F | Decker Retirement Planning Inc. | 3,307 | 22.53 | 437 | 28.53 | ||||
| 2025-07-18 | 13F | Vicus Capital | 1,572 | 208 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 1,164,297 | 0.23 | 153,850 | 5.14 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 8,980 | 12.83 | 1,187 | 18.36 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 900 | 469.62 | 116 | 510.53 | ||||
| 2025-08-28 | NP | New Age Alpha Funds Trust - NAA SMid Cap Value Fund Institutional Class | 22,836 | 541.46 | 3,018 | 573.44 | ||||
| 2025-08-13 | 13F | SMART Wealth LLC | 2,360 | 27.29 | 312 | 33.48 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 22,046 | 0.08 | 2,913 | 5.01 | ||||
| 2025-08-13 | 13F | KilterHowling LLC | 2,289 | 0.35 | 302 | 5.23 | ||||
| 2025-05-19 | NP | LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Select Mid Cap Managed Volatility Fund Standard Class | 20,472 | 2,579 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 335,123 | 2.66 | 44,283 | 7.69 | ||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 2,331 | 308 | ||||||
| 2025-05-12 | 13F | King Luther Capital Management Corp | 668 | -3.75 | ||||||
| 2025-07-23 | 13F | Stonegate Investment Group, LLC | 12,672 | 1.13 | 1,674 | 6.08 | ||||
| 2025-08-28 | NP | PODCX - Aristotle Portfolio Optimization Growth Fund Class C | 287,718 | 48.75 | 38,019 | 56.04 | ||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 6,531 | 160.41 | 863 | 173.97 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 433,706 | 0.93 | 57,310 | 5.87 | ||||
| 2025-07-08 | 13F | Lpwm Llc | 221,668 | 4.57 | 29,291 | 9.70 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 48,412 | 0.07 | 6,397 | 4.97 | ||||
| 2025-08-13 | 13F | RPg Family Wealth Advisory, LLC | 11,535 | 27.91 | 1,524 | 34.27 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 12,200 | 84.85 | 1,612 | 93.98 | |||
| 2025-07-08 | 13F | Rise Advisors, LLC | 202 | 4.12 | 27 | 8.33 | ||||
| 2025-08-08 | 13F | Investment Partners, Ltd. | 37,639 | 10.20 | 4,974 | 15.60 | ||||
| 2025-08-11 | 13F | Cramer Rosenthal Mcglynn Llc | 5,750 | 760 | ||||||
| 2025-07-29 | 13F | Angeles Wealth Management, Llc | 22 | 3 | ||||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 17,111 | 2,261 | ||||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 108,971 | 1.36 | 14,400 | 6.33 | ||||
| 2025-08-07 | 13F | Davis R M Inc | 5,080 | 0.08 | 671 | 5.01 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 180,420 | 6.21 | 23,841 | 11.42 | ||||
| 2025-07-30 | 13F | Sonata Capital Group Inc | 8,972 | 0.91 | 1 | 0.00 | ||||
| 2025-08-01 | 13F | SYM FINANCIAL Corp | 8,803 | 429.34 | 1,163 | 456.46 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 123,104 | 3.10 | 16,267 | 8.14 | ||||
| 2025-06-25 | NP | SPRAX - Pgim Qma Mid-cap Value Fund Class A | 5,000 | 150.00 | 614 | 129.59 | ||||
| 2025-07-16 | 13F | Lloyd Advisory Services, LLC. | 3,066 | 20.14 | 405 | 26.17 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 9,214 | 23.99 | 1,266 | 39.78 | ||||
| 2025-08-13 | 13F | Nicolet Bankshares Inc | 7,292 | 175.79 | 964 | 189.19 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 27,389 | 195.78 | 3,619 | 210.38 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 2,563 | 25.88 | 339 | 32.03 | ||||
| 2025-07-21 | 13F | Corundum Group, Inc. | 49,998 | 2.42 | 6,607 | 7.43 | ||||
| 2025-08-05 | 13F | Next Capital Management LLC | 2,030 | 268 | ||||||
| 2025-07-07 | 13F | Wesbanco Bank Inc | 18,171 | 0.13 | 2,401 | 5.08 | ||||
| 2025-07-16 | 13F | Highline Wealth Partners Llc | 128 | 0.79 | 17 | 0.00 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 2,628 | 1.19 | 347 | 6.12 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 9,294 | 91.08 | 1,228 | 100.65 | ||||
| 2025-07-16 | 13F | Processus Wealth & Capital Management, LLC | 50,861 | 0.17 | 6,721 | 5.07 | ||||
| 2025-07-23 | 13F | First Merchants Corp | 37,828 | 1.69 | 4,999 | 6.68 | ||||
| 2025-08-11 | 13F | Pineridge Advisors LLC | 1,232 | 18.58 | 163 | 24.62 | ||||
| 2025-07-11 | 13F | Luts & Greenleigh Group, Inc | 8,859 | 4.69 | 1,171 | 9.86 | ||||
| 2025-07-07 | 13F | Whitaker-Myers Wealth Managers, LTD. | 34,605 | 19.50 | 4,573 | 25.36 | ||||
| 2025-08-12 | 13F | Peachtree Investment Partners, LLC | 192 | 0.52 | 25 | 4.17 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 774 | 1.18 | 102 | 6.25 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 8,157 | 96.51 | 1,078 | 106.32 | ||||
| 2025-08-14 | 13F | First Citizens Asset Management, Inc. | 140,151 | 7.04 | 18,520 | 12.28 | ||||
| 2025-07-31 | 13F | Northstar Asset Management Llc | 4,953 | 654 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 10,804,657 | 7.44 | 1,421,043 | 12.94 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 272 | 8.80 | 36 | 12.90 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 4,516 | 0.11 | 597 | 4.93 | ||||
| 2025-07-15 | 13F | Ballentine Partners, LLC | 16,170 | 0.06 | 2,137 | 4.96 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 18,663 | 1.73 | 2,466 | 6.71 | ||||
| 2025-08-04 | 13F | Partners in Financial Planning | 2,910 | 0.03 | 385 | 4.92 | ||||
| 2025-08-08 | 13F/A | Sterling Capital Management LLC | 126,123 | 19.71 | 16,666 | 25.57 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 18,100 | 2,392 | ||||||
| 2025-07-16 | 13F | Rebalance, Llc | 6,915 | 0.38 | 914 | 5.31 | ||||
| 2025-05-29 | NP | SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1 | 3,600 | 2.86 | 453 | 0.22 | ||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 3,767 | 1.76 | 498 | 6.65 | ||||
| 2025-04-18 | 13F | Wolf Group Capital Advisors | 1,784 | 225 | ||||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 6,236 | 1.58 | 824 | 6.60 | ||||
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 17,711 | 1.24 | 2,340 | 6.22 | ||||
| 2025-07-30 | 13F | Whittier Trust Co | 18,272 | 1.05 | 2,414 | 6.02 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 8,302 | 2.52 | 1,097 | 7.55 | ||||
| 2025-07-15 | 13F | MCF Advisors LLC | 6,446 | 0.02 | 852 | 4.93 | ||||
| 2025-08-07 | 13F | Global Wealth Management Investment Advisory, Inc. | 8,693 | 22.85 | 1,149 | 28.84 | ||||
| 2025-08-12 | 13F | Asset Management Group, Inc. | 151,496 | 0.20 | 20,019 | 5.11 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 4,713 | 3.04 | 623 | 7.99 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 4,323 | 571 | ||||||
| 2025-07-15 | 13F | GSB Wealth Management, LLC | 1,927 | 0.36 | 255 | 5.39 | ||||
| 2025-07-28 | 13F | Nvest Financial, LLC | 7,157 | 173.90 | 946 | 187.23 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 41,052 | 3.24 | 5,497 | 9.76 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 2,252 | 111.06 | 298 | 121.64 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 4,220 | 32.29 | 558 | 38.90 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 5,897 | 5.66 | 779 | 10.81 | ||||
| 2025-08-06 | 13F | Anchor Capital Advisors Llc | 193,925 | 49.21 | 25,625 | 56.53 | ||||
| 2025-07-30 | 13F | Roman Butler Fullerton & Co | 2,760 | 28.37 | 379 | 49.21 | ||||
| 2025-07-11 | 13F | Grove Bank & Trust | 3,197 | 14.30 | 422 | 19.89 | ||||
| 2025-08-05 | 13F | Marshall Financial Group Inc /adv | 3,295 | 0.30 | 435 | 5.33 | ||||
| 2025-08-28 | NP | POBAX - Aristotle Portfolio Optimization Moderate Conservative Fund Class A | 29,080 | 287.63 | 3,843 | 306.56 | ||||
| 2025-07-09 | 13F | Taddei, Ludwig & Associates, Inc. | 71,318 | 0.28 | 9,424 | 5.19 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 37,468 | 4.26 | 5 | 0.00 | ||||
| 2025-08-14 | 13F | Boston Private Wealth Llc | 278,757 | 36,835 | ||||||
| 2025-07-31 | 13F | Mycio Wealth Partners, Llc | 6,033 | 0.38 | 797 | 5.28 | ||||
| 2025-07-17 | 13F | Stephens Group Asset Management, Llc | 743,919 | 4.61 | 98,301 | 9.74 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 6,535 | 5.95 | 864 | 11.21 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 3,897 | 5.61 | 515 | 10.78 | ||||
| 2025-08-05 | 13F | Pointe Capital Management LLC | 10,396 | 17.31 | 1,374 | 23.03 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 824 | 9.72 | 109 | 11.34 | ||||
| 2025-07-30 | 13F | Parcion Private Wealth LLC | 5,049 | 667 | ||||||
| 2025-07-11 | 13F | Skyline Advisors, Inc. | 3,985 | 0.30 | 527 | 5.20 | ||||
| 2025-07-10 | 13F | Fulton Bank, N.a. | 2,839 | 28.23 | 375 | 34.89 | ||||
| 2025-07-29 | 13F | Calamos Wealth Management LLC | 1,706 | 225 | ||||||
| 2025-08-05 | 13F | Prosperity Consulting Group, LLC | 99,197 | 6.88 | 13,108 | 12.11 | ||||
| 2025-07-15 | 13F | BostonPremier Wealth LLC | 1,711 | 0.35 | 226 | 5.61 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 20,646 | 26.38 | 2,728 | 32.56 | ||||
| 2025-08-01 | 13F | Transcend Wealth Collective, Llc | 15,087 | 67.39 | 1,994 | 75.59 | ||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 1,840 | 2.28 | 243 | 7.52 | ||||
| 2025-08-12 | 13F | Argent Trust Co | 2,181 | 3.76 | 288 | 9.09 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 25,341 | 3,349 | ||||||
| 2025-07-16 | 13F | Badgley Phelps Wealth Managers, LLC | 166,625 | 1.68 | 22,018 | 6.66 | ||||
| 2025-08-15 | 13F | Cornerstone Financial Group, LLC /NE/ | 4,268 | 0.14 | 564 | 2.55 | ||||
| 2025-08-14 | 13F | Safeguard Investment Advisory Group, LLC | 1,814 | 8.75 | 240 | 13.81 | ||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 30,408 | 54.51 | 3,830 | 50.49 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 21,393 | 7.37 | 2,827 | 12.63 | ||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 1,797 | 0.96 | 237 | 5.80 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 79 | 10 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 836,341 | 19.05 | 110,514 | 24.88 | ||||
| 2025-07-16 | 13F | Holland Advisory Services, Inc. | 3,101 | 0.39 | 410 | 5.14 | ||||
| 2025-08-01 | 13F | First Command Advisory Services, Inc. | 1,489 | 17.80 | 197 | 23.27 | ||||
| 2025-07-16 | 13F | Magnus Financial Group LLC | 2,518 | 0.16 | 333 | 5.06 | ||||
| 2025-08-13 | 13F | Victory Capital Management Inc | 943,296 | 1.31 | 124,647 | 6.27 | ||||
| 2025-08-11 | 13F | New Age Alpha Advisors, LLC | 38,561 | 83.70 | 5,095 | 92.70 | ||||
| 2025-07-31 | 13F | Richards, Merrill & Peterson, Inc. | 77 | 10 | ||||||
| 2025-08-15 | 13F | Keel Point, LLC | 5,616 | 129.41 | 742 | 140.91 | ||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 1,188 | 0.34 | 157 | 4.70 | ||||
| 2025-08-13 | 13F | Green Harvest Asset Management LLC | 9,504 | 7.14 | 1,256 | 12.35 | ||||
| 2025-07-15 | 13F | McAdam, LLC | 49,117 | 33.17 | 6,490 | 39.69 | ||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 2,114 | 266 |
