Statistiche di base
Proprietari istituzionali | 396 total, 396 long only, 0 short only, 0 long/short - change of 1,54% MRQ |
Allocazione media del portafoglio | 0.6373 % - change of -5,10% MRQ |
Azioni istituzionali (Long) | 133.204.637 (ex 13D/G) - change of -7,16MM shares -5,10% MRQ |
Valore istituzionale (Long) | $ 5.663.577 USD ($1000) |
Proprietà istituzionale e azionisti
DBX ETF Trust - Xtrackers MSCI EAFE Hedged Equity ETF (US:DBEF) ha 396 proprietari istituzionali e azionisti che hanno presentato i moduli 13D/G o 13F alla Securities Exchange Commission (SEC). Queste istituzioni detengono un totale di 133,204,637 azioni. I maggiori azionisti includono Goldman Sachs Group Inc, Ameriprise Financial Inc, Northwestern Mutual Wealth Management Co, Morgan Stanley, Bank Of America Corp /de/, CI Private Wealth, LLC, Envestnet Asset Management Inc, LPL Financial LLC, Wells Fargo & Company/mn, and United Capital Financial Advisers, Llc .
(DBX ETF Trust - Xtrackers MSCI EAFE Hedged Equity ETF (ARCA:DBEF) la struttura proprietaria istituzionale mostra le attuali posizioni nella società da parte di istituzioni e fondi, nonché le ultime variazioni nella dimensione della posizione. I principali azionisti possono essere singoli investitori, fondi comuni, hedge fund o istituzioni. L'allegato 13D indica che l'investitore detiene (o ha detenuto) più del 5% della società e intende (o intendeva) perseguire attivamente un cambiamento nella strategia aziendale. L'allegato 13G indica un investimento passivo superiore al 5%.
The share price as of September 8, 2025 is 45,89 / share. Previously, on September 9, 2024, the share price was 40,77 / share. This represents an increase of 12,56% over that period.
Indice del sentiment dei fondi
L'indice del sentiment dei fondi (anche noto come "indice di accumulo di proprietà") individua i titoli più acquistati dai fondi. È il risultato di un sofisticato modello quantitativo multi-fattore che identifica le società con i più alti livelli di accumulo istituzionale. Il modello utilizza una combinazione dell'aumento totale dei proprietari dichiarati, delle variazioni nelle allocazioni di portafoglio di tali proprietari e di altre metriche. Il punteggio varia da 0 a 100: i numeri più alti indicano un livello di accumulo superiore ad altre società, mentre 50 rappresenta la media.
Frequenza di aggiornamento: giornaliera
Consulta Ownership Explorer per visualizzare l'elenco delle aziende con il ranking più alto.
Rapporto put/call istituzionale
Oltre a segnalare le emissioni standard di titoli azionari e di debito, gli istituti con più di 100 milioni di asset in gestione devono anche dichiarare le loro partecipazioni in opzioni put e call. Poiché le opzioni put indicano generalmente un sentiment negativo e le opzioni call un sentiment positivo, possiamo avere un'idea del sentiment istituzionale complessivo attraverso il rapporto tra put e call. Il grafico a destra mostra il rapporto storico put/call per questo strumento.
L'utilizzo del rapporto put/call come indicatore del sentiment degli investitori consente di superare una delle principali lacune dell'utilizzo della proprietà istituzionale totale, ovvero il fatto che una quantità significativa di asset in gestione viene investita passivamente per seguire gli indici. Generalmente, i fondi a gestione passiva non acquistano opzioni, per cui il rapporto put/call riflette più fedelmente il sentiment dei fondi a gestione attiva.
Depositi 13F e NPORT
Le informazioni relative ai depositi 13F sono gratuite. Per accedere alle informazioni relative ai depositi NP è necessario un'abbonamento premium. Le righe verdi indicano le nuove posizioni. Le righe rosse indicano le posizioni chiuse. Fai clic sull'icona del link per visualizzare la cronologia completa delle transazioni.
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Data di deposito | Fonte | Investitore | Tipo | Prezzo medio (Stima) |
Azioni | Δ Azioni (%) |
Valore dichiarato ($ 1000) |
Δ Valore (%) |
Allocazione del portafoglio (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-12 | 13F | Manchester Capital Management LLC | 20.630 | -5,23 | 903 | -4,25 | ||||
2025-08-11 | 13F | HighTower Advisors, LLC | 36.932 | -1,35 | 1.616 | -0,37 | ||||
2025-08-07 | 13F | CENTRAL TRUST Co | 267.066 | -0,91 | 11.684 | 0,12 | ||||
2025-08-13 | 13F | IAG Wealth Partners, LLC | 6.433 | -12,97 | 281 | -12,19 | ||||
2025-08-14 | 13F | Betterment LLC | 5.457 | -44,62 | 0 | |||||
2025-08-14 | 13F | Qube Research & Technologies Ltd | 2.865 | -10,22 | 125 | -9,42 | ||||
2025-07-15 | 13F | Avaii Wealth Management, Llc | 9.777 | 0,00 | 428 | 0,95 | ||||
2025-08-13 | 13F | Renaissance Technologies Llc | 60.095 | -62,01 | 2.629 | -61,62 | ||||
2025-07-29 | 13F | Hoese & Co LLP | 1.240 | 54 | ||||||
2025-08-13 | 13F | Northern Trust Corp | 31.143 | 118,55 | 1.363 | 120,75 | ||||
2025-07-17 | 13F | Beacon Capital Management, LLC | 285 | -10,66 | 12 | -7,69 | ||||
2025-07-22 | 13F | Old National Bancorp /in/ | 36.570 | -0,33 | 1.600 | 0,69 | ||||
2025-07-22 | 13F | Wealthcare Capital Management Llc | 25.662 | -16,03 | 1.123 | -15,19 | ||||
2025-08-14 | 13F | Bank Of America Corp /de/ | 6.724.319 | -4,94 | 294.189 | -3,95 | ||||
2025-08-11 | 13F | Berkeley, Inc | 19.831 | 0,22 | 868 | 1,29 | ||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 549.021 | -46,54 | 24.020 | -45,98 | ||||
2025-08-12 | 13F | Insigneo Advisory Services, Llc | 4.767 | -30,88 | 209 | -30,20 | ||||
2025-07-09 | 13F | Affinity Capital Advisors, LLC | 118.472 | 2,46 | 5.183 | 11,63 | ||||
2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 0 | -100,00 | 0 | -100,00 | ||||
2025-07-18 | 13F | First Pacific Financial | 305 | -23,37 | 13 | -23,53 | ||||
2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 11.498 | 0,00 | 503 | 1,21 | ||||
2025-07-30 | 13F | Brookstone Capital Management | 33.477 | 8,16 | 1.465 | 9,25 | ||||
2025-08-11 | 13F | Citigroup Inc | 297.047 | 4,72 | 12.996 | 5,81 | ||||
2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 1.315 | -3,45 | 58 | -1,72 | ||||
2025-08-05 | 13F | Bank of New York Mellon Corp | 8.129 | -14,92 | 356 | -14,04 | ||||
2025-08-06 | 13F | Hoxton Planning & Management, LLC | 9.252 | -2,71 | 405 | -1,70 | ||||
2025-08-07 | 13F | Panoramic Investment Advisors, Llc | 4.950 | 217 | ||||||
2025-08-13 | 13F | Vertex Planning Partners, LLC | 7.197 | 5,85 | 315 | 6,80 | ||||
2025-08-13 | 13F | Hsbc Holdings Plc | 888.341 | -1,92 | 38.865 | -0,91 | ||||
2025-08-06 | 13F | Wsfs Capital Management, Llc | 33.068 | 187,85 | 1.447 | 190,95 | ||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 153.775 | -26,17 | 6.728 | -25,40 | ||||
2025-08-14 | 13F | Goldman Sachs Group Inc | 21.115.930 | -3,24 | 923.822 | -2,23 | ||||
2025-08-14 | 13F | EP Wealth Advisors, Inc. | 201.161 | 8.801 | ||||||
2025-04-22 | 13F | Veridan Wealth LLC | 114.605 | 5,04 | 4.962 | 5,44 | ||||
2025-08-04 | 13F | HBK Sorce Advisory LLC | 87.396 | 0,00 | 3.824 | 1,03 | ||||
2025-07-18 | 13F | Truist Financial Corp | 850.567 | 1,24 | 37.212 | 2,29 | ||||
2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 12.187 | 2,83 | 533 | 3,29 | ||||
2025-07-21 | 13F | Sageworth Trust Co | 29.280 | 0,00 | 1.281 | 1,10 | ||||
2025-08-25 | 13F | Hilltop Partners LLC | 904.743 | -3,65 | 39.582 | -2,65 | ||||
2025-05-06 | 13F | WT Wealth Management | 5.898 | -11,40 | 255 | -7,27 | ||||
2025-08-05 | 13F | Key FInancial Inc | 1.068 | 0,00 | 47 | 0,00 | ||||
2025-08-14 | 13F | Wetherby Asset Management Inc | 11.270 | 0,00 | 493 | 5,79 | ||||
2025-08-05 | 13F | Tme Financial, Inc. | 175.007 | 114,27 | 7.657 | 116,52 | ||||
2025-08-12 | 13F | Strategic Advisors LLC | 60.618 | -2,45 | 2.652 | -1,41 | ||||
2025-07-25 | 13F | LRI Investments, LLC | 3.375 | 0,00 | 148 | 0,68 | ||||
2025-08-13 | 13F | Jones Financial Companies Lllp | 277.499 | 27,58 | 12.210 | 28,75 | ||||
2025-08-06 | 13F | AE Wealth Management LLC | 18.854 | -4,96 | 825 | -3,96 | ||||
2025-07-22 | 13F | Wealthcare Capital Partners, LLC | 32.672 | -2,57 | 1.429 | -1,52 | ||||
2025-08-14 | 13F | Partners Capital Investment Group, Llp | 152.638 | -32,48 | 6.678 | -31,78 | ||||
2025-07-11 | 13F | Williams Financial, LLC | 368.598 | -21,40 | 16.126 | -20,58 | ||||
2025-08-07 | 13F | Fidelis Capital Partners, LLC | 10.516 | 466 | ||||||
2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 703.585 | 1,55 | 30.782 | 2,60 | ||||
2025-07-30 | 13F | Fiduciary Planning LLC | 110.815 | -1,35 | 4.848 | -0,31 | ||||
2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 94.449 | 785,35 | 4.132 | 796,31 | ||||
2025-07-23 | 13F | Northern Financial Advisors Inc | 6.876 | 3,23 | 301 | 4,17 | ||||
2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 47.096 | 4,05 | 2.060 | 5,16 | ||||
2025-07-21 | 13F | Impact Investors, Inc | 6.118 | 0,00 | 268 | 1,14 | ||||
2025-08-13 | 13F | Colonial Trust Advisors | 500 | 0,00 | 22 | 0,00 | ||||
2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 10.054 | -12,98 | 440 | -12,20 | ||||
2025-08-13 | 13F | Holos Integrated Wealth LLC | 115.399 | -0,14 | 5.201 | 3,96 | ||||
2025-08-14 | 13F | Comerica Bank | 1.063.051 | -7,58 | 46.508 | -6,62 | ||||
2025-08-07 | 13F | Commerce Bank | 269.861 | -0,62 | 11.806 | 0,41 | ||||
2025-08-14 | 13F | IPG Investment Advisors LLC | 19.047 | 0,00 | 833 | 1,09 | ||||
2025-07-16 | 13F | Embree Financial Group | 378.182 | 0,97 | 16.545 | 2,02 | ||||
2025-08-27 | 13F/A | Squarepoint Ops LLC | 12.563 | 148,23 | 550 | 150,68 | ||||
2025-08-08 | 13F | Security Financial Services, INC. | 15.304 | -86,23 | 670 | -86,09 | ||||
2025-08-08 | 13F | Blankinship & Foster, LLC | 585.983 | 1,88 | 25.637 | 2,94 | ||||
2025-07-17 | 13F | Raleigh Capital Management Inc. | 217 | 158,33 | 10 | 200,00 | ||||
2025-08-05 | 13F | NewSquare Capital LLC | 150.654 | 6,96 | 6.428 | 8,25 | ||||
2025-07-08 | 13F | Parallel Advisors, LLC | 28 | 1 | ||||||
2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 265 | 0,00 | 12 | 0,00 | ||||
2025-08-11 | 13F | Aptus Capital Advisors, LLC | 217.674 | 3,97 | 9.523 | 5,05 | ||||
2025-08-12 | 13F | Calton & Associates, Inc. | 209.103 | 654,07 | 9.148 | 662,33 | ||||
2025-07-18 | 13F | Vigilare Wealth Management | 5.910 | 0,00 | 259 | 1,18 | ||||
2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 154.725 | -19,18 | 7 | -25,00 | ||||
2025-07-28 | 13F | Pettinga Financial Advisors, LLC | 12.355 | -87,74 | 541 | -87,62 | ||||
2025-08-12 | 13F | Archer Investment Corp | 77 | 0,00 | 3 | 0,00 | ||||
2025-07-15 | 13F | MCF Advisors LLC | 142 | 0,00 | 6 | 0,00 | ||||
2025-07-31 | 13F | Hobart Private Capital, LLC | 0 | -100,00 | 0 | |||||
2025-08-05 | 13F | Tsfg, Llc | 432 | -29,53 | 0 | |||||
2025-08-14 | 13F | Sunbelt Securities, Inc. | 113 | 0,00 | 5 | 0,00 | ||||
2025-08-08 | 13F | Financial Gravity Companies, Inc. | 3 | 0,00 | 0 | |||||
2025-07-29 | 13F | International Assets Investment Management, Llc | 27.203 | 39,22 | 1.190 | 40,66 | ||||
2025-08-06 | 13F | Csenge Advisory Group | 97.709 | 0,60 | 4.398 | 10,70 | ||||
2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 486 | 0,00 | 21 | 0,00 | ||||
2025-08-14 | 13F | Elevatus Welath Management | 5.368 | 0,00 | 235 | 0,86 | ||||
2025-08-14 | 13F | RMB Capital Management, LLC | 8.708 | 1,90 | 381 | 2,70 | ||||
2025-08-12 | 13F | SRS Capital Advisors, Inc. | 1.788 | 0,00 | 109 | 41,56 | ||||
2025-07-22 | 13F | Hillcrest Wealth Advisors - NY, LLC | 50.375 | -4,00 | 2.204 | -3,04 | ||||
2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 17.071 | 24,28 | 747 | 25,59 | ||||
2025-08-14 | 13F | Diversify Wealth Management, Llc | 124.152 | 1,33 | 5.638 | 7,31 | ||||
2025-08-14 | 13F | Mml Investors Services, Llc | 439.792 | 9,76 | 19 | 11,76 | ||||
2025-05-15 | 13F | CAPROCK Group, Inc. | 40.303 | 0,00 | 1.745 | 4,62 | ||||
2025-07-16 | 13F | Traveka Wealth, LLC | 5.963 | 19,52 | 261 | 20,37 | ||||
2025-06-11 | 13F | Fortitude Financial, LLC | 7.026 | 0,00 | 304 | 4,83 | ||||
2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 17.717 | 0,00 | 775 | 1,04 | ||||
2025-08-12 | 13F | Clearwater Capital Advisors, LLC | 33.359 | -1,83 | 1.459 | -0,82 | ||||
2025-08-08 | 13F | CFO4Life Group, LLC | 7.222 | 1,48 | 316 | 2,27 | ||||
2025-08-14 | 13F | Jane Street Group, Llc | 0 | -100,00 | 0 | |||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-05 | 13F | Sage Capital Management, LLC | 38.343 | -1,94 | 1.678 | -0,95 | ||||
2025-08-14 | 13F | Raymond James Financial Inc | 2.120.770 | 6,37 | 92.784 | 7,48 | ||||
2025-08-19 | 13F | National Asset Management, Inc. | 9.939 | -12,29 | 435 | -7,46 | ||||
2025-07-21 | 13F | Ameriflex Group, Inc. | 4.594 | 12,57 | 200 | 13,07 | ||||
2025-08-11 | 13F | Brown Brothers Harriman & Co | 3.260 | 0,00 | 143 | 0,71 | ||||
2025-08-13 | 13F | Valued Retirements, Inc. | 10.117 | 0,02 | 443 | 1,14 | ||||
2025-08-06 | 13F | Atlantic Union Bankshares Corp | 82.302 | 3.601 | ||||||
2025-08-11 | 13F | Advisor Resource Council | 5.118 | 46.427,27 | 224 | 1.927,27 | ||||
2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 7.655 | -83,74 | 335 | -83,61 | ||||
2025-08-11 | 13F | United Capital Financial Advisers, Llc | 2.467.565 | -4,69 | 107.956 | -3,70 | ||||
2025-07-31 | 13F | Insight Wealth Partners, LLC | 20.139 | 13,38 | 881 | 14,56 | ||||
2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 10.742.238 | 0,78 | 469.973 | 1,83 | ||||
2025-07-25 | 13F | Muirfield Wealth Advisors Llc | 0 | -100,00 | 0 | |||||
2025-07-25 | 13F | Northwest Capital Management Inc | 0 | -100,00 | 0 | |||||
2025-07-29 | 13F | Salomon & Ludwin, LLC | 1.666 | -7,65 | 73 | -6,41 | ||||
2025-05-20 | 13F | Integrity Alliance, Llc. | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F/A | Skopos Labs, Inc. | 137 | -4,20 | 6 | -16,67 | ||||
2025-05-01 | 13F | Stephens Inc /ar/ | 0 | -100,00 | 0 | -100,00 | ||||
2025-08-14 | 13F | Headlands Technologies LLC | 0 | -100,00 | 0 | -100,00 | ||||
2025-07-29 | NP | MVFG - Monarch Volume Factor Global Unconstrained Index ETF | 102.924 | 4.633 | ||||||
2025-07-09 | 13F | O'Brien Wealth Partners LLC | 1.211.498 | -0,40 | 53.003 | 0,63 | ||||
2025-08-11 | 13F | Mosaic Family Wealth Partners, Llc | 1.475.620 | 0,04 | 64.558 | 1,08 | ||||
2025-07-21 | 13F | Mechanics Financial Corp | 1.633 | 0,00 | 71 | 1,43 | ||||
2025-07-22 | 13F | Miracle Mile Advisors, LLC | 34.674 | 1,90 | 1.517 | 2,92 | ||||
2025-07-23 | 13F | Sachetta, LLC | 490 | -47,54 | 21 | -47,50 | ||||
2025-07-24 | 13F/A | Mraz, Amerine & Associates, Inc. | 0 | -100,00 | 0 | |||||
2025-07-15 | 13F | Cranbrook Wealth Management, LLC | 443 | 0,00 | 19 | 0,00 | ||||
2025-07-09 | 13F | Bank of New Hampshire | 4.821 | 0,00 | 211 | 0,96 | ||||
2025-08-01 | 13F | Bessemer Group Inc | 0 | -100,00 | 0 | |||||
2025-07-29 | 13F | Goldstein Advisors, LLC | 74.513 | -1,84 | 3.260 | -0,85 | ||||
2025-08-14 | 13F | Ruggaard & Associates LLC | 154.867 | 6.775 | ||||||
2025-07-29 | 13F | Sage Private Wealth Group, Llc | 272.472 | -34,47 | 11.921 | -33,79 | ||||
2025-07-28 | 13F | Ritholtz Wealth Management | 7.095 | -1,47 | 310 | -0,32 | ||||
2025-08-13 | 13F | Lido Advisors, LLC | 7.002 | -23,29 | 306 | -22,53 | ||||
2025-04-17 | 13F | Sound Income Strategies, LLC | 0 | -100,00 | 0 | |||||
2025-07-09 | 13F | WealthCare Investment Partners, LLC | 24.638 | 5,61 | 1.086 | 15,65 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 1.214.602 | 17,02 | 53.156 | 18,24 | ||||
2025-07-15 | 13F | Sheets Smith Wealth Management | 25.770 | -8,08 | 1.127 | -7,09 | ||||
2025-07-14 | 13F | Park Avenue Securities Llc | 7.376 | 0 | ||||||
2025-07-14 | 13F | Enzi Wealth | 252.955 | -0,96 | 11.143 | 3,01 | ||||
2025-07-08 | 13F/A | Salem Investment Counselors Inc | 250 | 0,00 | 11 | 0,00 | ||||
2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 38.647 | -1,44 | 1.691 | -0,41 | ||||
2025-08-14 | 13F | Vident Advisory, LLC | 13.517 | 0,00 | 591 | 1,03 | ||||
2025-08-13 | 13F | Greenwich Wealth Management LLC | 6.379 | 18,59 | 0 | |||||
2025-07-01 | 13F | Burkett Financial Services, Llc | 497.738 | 4,44 | 21.776 | 5,52 | ||||
2025-08-14 | 13F | Safeguard Investment Advisory Group, LLC | 6.117 | 1,54 | 268 | 2,69 | ||||
2025-08-14 | 13F/A | Forefront Analytics, LLC | 126.874 | 18,40 | 5.551 | 19,63 | ||||
2025-05-02 | 13F | Capital A Wealth Management, LLC | 964 | -10,41 | 42 | -6,82 | ||||
2025-08-06 | 13F | Ethos Financial Group, LLC | 240.909 | 11,71 | 10.540 | 18,04 | ||||
2025-07-08 | 13F | Next Level Private LLC | 113.301 | 25,23 | 4.957 | 26,53 | ||||
2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 42.738 | -17,22 | 1.870 | -16,38 | ||||
2025-07-14 | 13F | S.A. Mason LLC | 5.805 | -0,85 | 254 | 0,00 | ||||
2025-07-14 | 13F | Chris Bulman Inc | 32.263 | 18,92 | 1.411 | 20,19 | ||||
2025-07-17 | 13F | Janney Montgomery Scott LLC | 222.047 | -0,16 | 10 | 0,00 | ||||
2025-08-12 | 13F | Franklin Resources Inc | 0 | -100,00 | 0 | |||||
2025-08-15 | 13F | Equitable Holdings, Inc. | 204.432 | 11,79 | 8.944 | 12,95 | ||||
2025-08-14 | 13F | Certified Advisory Corp | 70.527 | 2,50 | 3.086 | 3,56 | ||||
2025-08-14 | 13F | Atomi Financial Group, Inc. | 19.041 | 186,76 | 833 | 190,24 | ||||
2025-08-12 | 13F | Tradition Wealth Management, LLC | 567.614 | 3,50 | 24.833 | 4,57 | ||||
2025-08-14 | 13F | CoreCap Advisors, LLC | 32 | 0,00 | 1 | 0,00 | ||||
2025-08-14 | 13F | Old Mission Capital Llc | 481.763 | 632,76 | 21.077 | 640,58 | ||||
2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 260 | 796,55 | 11 | 1.000,00 | ||||
2025-04-21 | 13F | Envestnet Portfolio Solutions, Inc. | 0 | -100,00 | 0 | |||||
2025-05-14 | 13F | Capital Analysts, Inc. | 0 | -100,00 | 0 | |||||
2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 7.121 | 43,51 | 312 | 45,33 | ||||
2025-07-15 | 13F | Fifth Third Bancorp | 8.253 | -1,11 | 361 | 0,00 | ||||
2025-07-16 | 13F | Rainier Family Wealth Inc | 78.135 | 21,16 | 3.418 | 22,42 | ||||
2025-08-07 | 13F | Winch Advisory Services, LLC | 120 | 0,00 | 5 | 0,00 | ||||
2025-05-09 | 13F | Washington Growth Strategies Llc | 0 | -100,00 | 0 | |||||
2025-08-13 | 13F | Flow Traders U.s. Llc | 0 | -100,00 | 0 | |||||
2025-08-05 | 13F | Carson Advisory Inc. | 8.652 | 0,00 | 379 | 1,07 | ||||
2025-07-24 | 13F | IFP Advisors, Inc | 2.026 | 0,70 | 89 | 1,15 | ||||
2025-08-06 | 13F | Savant Capital, LLC | 23.486 | 1.028 | ||||||
2025-07-07 | 13F | Whitaker-Myers Wealth Managers, LTD. | 801.420 | 10,95 | 35.062 | 12,11 | ||||
2025-08-06 | 13F | Golden State Wealth Management, LLC | 4.961 | 4,33 | 217 | 5,85 | ||||
2025-07-25 | 13F | Asset Planning,Inc | 193 | 8 | ||||||
2025-07-30 | 13F | Crewe Advisors LLC | 727.837 | -0,01 | 31.843 | 1,03 | ||||
2025-08-11 | 13F | Goodman Financial Corp | 6.005 | 0,00 | 263 | 0,77 | ||||
2025-07-16 | 13F | American National Bank | 1.870 | -1,94 | 82 | -1,22 | ||||
2025-07-30 | 13F | Alexis Investment Partners, LLC | 171.836 | 5,00 | 7.557 | 5,97 | ||||
2025-08-05 | 13F | Benchmark Financial Wealth Advisors, LLC | 10.332 | 452 | ||||||
2025-07-16 | 13F | ORG Partners LLC | 550 | 0,00 | 24 | 4,35 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | 455.186 | 3.705,27 | 19.914 | 3.751,84 | ||||
2025-08-11 | 13F | Wealthspire Advisors, LLC | 22.128 | 0,00 | 968 | 1,04 | ||||
2025-05-15 | 13F | Clark Capital Management Group, Inc. | 0 | -100,00 | 0 | |||||
2025-05-13 | 13F | Heck Capital Advisors, LLC | 0 | -100,00 | 0 | -100,00 | ||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 4.479.718 | 0,82 | 195.988 | 1,86 | ||||
2025-07-28 | 13F | RFG Advisory, LLC | 26.584 | 1.163 | ||||||
2025-07-31 | 13F | Jordan Park Group LLC | 51.955 | 0,00 | 2.273 | 1,07 | ||||
2025-05-09 | 13F | North Ridge Wealth Advisors, Inc. | 0 | -100,00 | 0 | |||||
2025-08-12 | 13F | Northeast Planning Associates, Inc. / Nh / | 73.573 | 6,75 | 3.219 | 7,84 | ||||
2025-07-16 | 13F | Perigon Wealth Management, LLC | 17.344 | -5,49 | 759 | -4,53 | ||||
2025-07-30 | 13F | Financial Perspectives, Inc | 210 | 0,00 | 9 | 0,00 | ||||
2025-08-14 | 13F | Icon Wealth Advisors, LLC | 16.452 | 0,00 | 720 | 0,98 | ||||
2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 12.447 | 28,17 | 545 | 35,32 | ||||
2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 86 | 4 | ||||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 456.058 | 23,61 | 20 | 26,67 | ||||
2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 9.924 | 48,10 | 434 | 56,68 | ||||
2025-07-16 | 13F | Highline Wealth Partners Llc | 809 | 35 | ||||||
2025-08-11 | 13F | Tidemark, LLC | 10.246 | -77,16 | 448 | -76,93 | ||||
2025-08-14 | 13F | Family Office Research LLC | 13.040 | 0,00 | 570 | 1,06 | ||||
2025-07-29 | 13F | Quotient Wealth Partners, LLC | 190.198 | -1,87 | 8.321 | -0,85 | ||||
2025-08-04 | 13F | Pensionmark Financial Group, Llc | 182.313 | 14,65 | 7.976 | 15,85 | ||||
2025-08-05 | 13F | Next Capital Management LLC | 6.331 | 0,00 | 277 | 0,73 | ||||
2025-07-15 | 13F | Elevated Capital Advisors, LLC | 5.151 | 0,00 | 223 | 0,00 | ||||
2025-07-23 | 13F | High Note Wealth, LLC | 389.443 | 4,91 | 17.038 | 6,00 | ||||
2025-07-03 | 13F | Garde Capital, Inc. | 8.700 | 0,00 | 381 | 1,06 | ||||
2025-07-15 | 13F | BCS Wealth Management | 39.985 | -0,03 | 2 | 0,00 | ||||
2025-07-25 | 13F | Summa Corp. | 48.282 | 2.112 | ||||||
2025-08-06 | 13F | Maltin Wealth Management, Inc. | 85.225 | 4,07 | 3.729 | 5,16 | ||||
2025-08-22 | 13F | Carter Financial Group, INC. | 134.156 | -41,35 | 5.869 | -31,96 | ||||
2025-08-14 | 13F | Quantinno Capital Management LP | 10.584 | 113,52 | 463 | 116,36 | ||||
2025-07-14 | 13F | AdvisorNet Financial, Inc | 3.300 | -15,38 | 144 | -14,29 | ||||
2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 7.167 | 3,18 | 314 | 4,33 | ||||
2025-07-25 | 13F | We Are One Seven, LLC | 6.505 | 19,93 | 285 | 21,37 | ||||
2025-08-14 | 13F | Arete Wealth Advisors, LLC | 33.120 | 1 | ||||||
2025-08-12 | 13F | OneAscent Financial Services LLC | 13.008 | -86,03 | 1 | -100,00 | ||||
2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 8.315 | 216,28 | 364 | 221,24 | ||||
2025-08-08 | 13F | Creative Planning | 40.065 | 25,11 | 1.753 | 26,41 | ||||
2025-08-14 | 13F | Hirtle Callaghan & Co LLC | 4.582 | 200 | ||||||
2025-07-25 | 13F | Apollon Wealth Management, LLC | 10.270 | 4,66 | 449 | 5,90 | ||||
2025-07-14 | 13F | Sowell Financial Services LLC | 5.980 | 1,42 | 262 | 2,35 | ||||
2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 2.477 | 1.299,44 | 108 | 1.442,86 | ||||
2025-07-09 | 13F | Goelzer Investment Management, Inc. | 15.774 | 0,00 | 690 | 1,02 | ||||
2025-08-07 | 13F | Sierra Ocean, Llc | 10.910 | 0,00 | 477 | 1,06 | ||||
2025-08-05 | 13F | Sigma Planning Corp | 19.925 | -2,40 | 872 | -1,36 | ||||
2025-08-18 | 13F/A | Kestra Investment Management, LLC | 22.997 | 1.006 | ||||||
2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 331 | 0,00 | 14 | 0,00 | ||||
2025-08-13 | 13F | Victory Financial Group, Llc | 363.821 | 13,21 | 15.917 | 15,53 | ||||
2025-07-07 | 13F | Global Wealth Strategies & Associates | 0 | -100,00 | 0 | |||||
2025-05-12 | 13F | Sandy Spring Bank | 58.252 | 82,77 | 2.522 | 91,21 | ||||
2025-07-30 | 13F | Whittier Trust Co | 200 | 0,00 | 9 | 0,00 | ||||
2025-07-24 | 13F | Us Bancorp \de\ | 158.394 | -1,31 | 6.930 | -0,29 | ||||
2025-08-12 | 13F | LPL Financial LLC | 4.393.120 | 2,51 | 192.199 | 3,58 | ||||
2025-08-15 | 13F | Koesten, Hirschmann & Crabtree, INC. | 1.060 | 0,00 | 46 | 2,22 | ||||
2025-08-11 | 13F | FSA Wealth Management LLC | 847 | 0,00 | 91 | 8,33 | ||||
2025-08-15 | 13F | CI Private Wealth, LLC | 5.855.514 | 4,22 | 256.179 | 5,30 | ||||
2025-08-14 | 13F | Colony Group, LLC | 941.559 | -4,79 | 41.193 | -3,80 | ||||
2025-07-08 | 13F | Nbc Securities, Inc. | 624 | 0,00 | 0 | |||||
2025-07-28 | 13F | Harbour Investments, Inc. | 15.186 | 2,55 | 664 | 3,59 | ||||
2025-08-14 | 13F | Hrt Financial Lp | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 2.827.339 | -17,71 | 123.696 | -16,85 | ||||
2025-07-02 | 13F | Lvm Capital Management Ltd/mi | 0 | -100,00 | 0 | |||||
2025-08-13 | 13F | Russell Investments Group, Ltd. | 327 | -23,42 | 14 | -22,22 | ||||
2025-08-12 | 13F | XTX Topco Ltd | 0 | -100,00 | 0 | |||||
2025-08-08 | 13F | Crossmark Global Holdings, Inc. | 0 | -100,00 | 0 | |||||
2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 25.922 | 0,00 | 1.134 | 1,07 | ||||
2025-08-14 | 13F | Mariner, LLC | 118.942 | -26,54 | 5.204 | -25,78 | ||||
2025-07-18 | 13F | Cooper Financial Group | 157.670 | -5,66 | 6.898 | -4,67 | ||||
2025-08-14 | 13F | Glenmede Investment Management, LP | 9.000 | 394 | ||||||
2025-08-04 | 13F | Creative Financial Designs Inc /adv | 39 | 0,00 | 2 | 0,00 | ||||
2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | -100,00 | 0 | -100,00 | ||||
2025-07-10 | 13F | Redhawk Wealth Advisors, Inc. | 11.650 | -92,80 | 510 | -92,74 | ||||
2025-07-17 | 13F | LVW Advisors, LLC | 9.090 | -55,70 | 398 | -55,29 | ||||
2025-07-29 | 13F | Empirical Asset Management, LLC | 36.467 | 2,56 | 1.595 | 3,64 | ||||
2025-07-31 | 13F | CAP Partners, LLC | 0 | -100,00 | 0 | |||||
2025-08-07 | 13F | Illumine Investment Management, LLC | 30.642 | 2,30 | 1.341 | 3,40 | ||||
2025-08-12 | 13F | Auxano Advisors, LLC | 9.650 | 422 | ||||||
2025-08-07 | 13F | Curtis Advisory Group, LLC | 29.544 | 5,31 | 1.293 | 6,43 | ||||
2025-08-14 | 13F | Snowden Capital Advisors LLC | 14.959 | -1,53 | 654 | -0,46 | ||||
2025-07-30 | 13F | D.a. Davidson & Co. | 72.060 | 6,92 | 3.153 | 8,02 | ||||
2025-08-04 | 13F | Assetmark, Inc | 19 | 58,33 | 1 | |||||
2025-07-10 | 13F | Focus Financial Network, Inc. | 30.533 | -87,37 | 1.336 | -87,24 | ||||
2025-07-29 | 13F | Private Trust Co Na | 2.983 | 15,98 | 131 | 17,12 | ||||
2025-08-12 | 13F | Prudential Plc | 0 | -100,00 | 0 | |||||
2025-07-22 | 13F | Belpointe Asset Management LLC | 6.352 | -56,93 | 278 | -56,58 | ||||
2025-07-28 | 13F | BRYN MAWR TRUST Co | 8.305 | -43,68 | 363 | -43,10 | ||||
2025-08-08 | 13F | Avantax Advisory Services, Inc. | 360.586 | 10,94 | 15.776 | 12,09 | ||||
2025-08-14 | 13F | Glenview Trust Co | 6.004 | 263 | ||||||
2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 106.118 | -1,03 | 4.643 | 0,00 | ||||
2025-08-14 | 13F | Helium Advisors LLC | 6.137 | 1,61 | 268 | 2,68 | ||||
2025-07-07 | 13F | Nova Wealth Management, Inc. | 26.933 | 29,00 | 1.179 | 30,31 | ||||
2025-07-25 | 13F | Lodestar Private Asset Management Llc | 230.460 | -4,58 | 10.083 | -3,59 | ||||
2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 46.084 | 18,38 | 2.016 | 19,64 | ||||
2025-08-14 | 13F | TT Capital Management LLC | 13.230 | 558 | ||||||
2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 311.367 | 22,42 | 13.622 | 23,70 | ||||
2025-08-01 | 13F | Motco | 1.346 | -21,79 | 60 | -20,27 | ||||
2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 628.486 | 99,16 | 27.496 | 101,23 | ||||
2025-08-12 | 13F | MAI Capital Management | 85.559 | 0,36 | 3.743 | 1,41 | ||||
2025-07-31 | 13F | Trademark Financial Management, LLC | 20.874 | -75,72 | 913 | -75,48 | ||||
2025-07-31 | 13F | WFA Asset Management Corp | 119.169 | 311,04 | 4.938 | 316,36 | ||||
2025-08-18 | 13F | Arq Wealth Advisors, Llc | 188.292 | 0,00 | 8.153 | 0,00 | ||||
2025-08-06 | 13F | Able Wealth Management LLC | 41.930 | -38,03 | 1.834 | -37,38 | ||||
2025-08-14 | 13F | Sentinus, LLC | 15.812 | -10,03 | 692 | -9,08 | ||||
2025-08-06 | 13F | Ipsen Advisor Group LLC | 161.139 | 7,02 | 7.050 | 8,13 | ||||
2025-07-23 | 13F | Clear Creek Financial Management, LLC | 0 | -100,00 | 0 | |||||
2025-07-23 | 13F | Columbus Macro, LLC | 106.862 | 0,37 | 4.675 | 1,43 | ||||
2025-08-12 | 13F | BlackRock, Inc. | 9.279 | 19,59 | 406 | 20,90 | ||||
2025-08-11 | 13F | Private Advisor Group, LLC | 176.123 | 1,40 | 7.705 | 2,46 | ||||
2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 801.704 | 4,30 | 35.075 | 5,38 | ||||
2025-08-01 | 13F | Gwn Securities Inc. | 0 | -100,00 | 0 | |||||
2025-07-15 | 13F | Retirement Income Solutions, Inc | 15.448 | -5,77 | 676 | -4,80 | ||||
2025-08-12 | 13F | Deutsche Bank Ag\ | 12.594 | -18,64 | 551 | -17,91 | ||||
2025-07-10 | 13F | Wedmont Private Capital | 26.926 | -20,10 | 1.194 | -11,83 | ||||
2025-08-13 | 13F | M Holdings Securities, Inc. | 0 | -100,00 | 0 | |||||
2025-08-15 | 13F | Morgan Stanley | 6.812.759 | -3,33 | 298.058 | -2,32 | ||||
2025-08-08 | 13F | Kingsview Wealth Management, LLC | 139.184 | 2.338,83 | 6.089 | 2.365,18 | ||||
2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 0 | -100,00 | 0 | |||||
2025-07-24 | 13F | Blair William & Co/il | 18.972 | -2,02 | 830 | -0,95 | ||||
2025-07-07 | 13F | Kings Path Partners LLC | 5.400 | 0,00 | 236 | 1,29 | ||||
2025-08-01 | 13F | Brookwood Investment Group LLC | 0 | -100,00 | 0 | |||||
2025-07-29 | 13F | Latitude Advisors, LLC | 5.459 | -1,28 | 239 | -0,42 | ||||
2025-05-14 | 13F | WCG Wealth Advisors LLC | 0 | -100,00 | 0 | |||||
2025-08-05 | 13F | Bank Of Montreal /can/ | 1.144.654 | -0,71 | 50.079 | 0,32 | ||||
2025-08-12 | 13F | AlphaCore Capital LLC | 84.170 | 0,94 | 3.682 | 1,99 | ||||
2025-08-14 | 13F | Fmr Llc | 52.037 | 4,11 | 2.277 | 5,18 | ||||
2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 8.311 | 2,10 | 364 | 3,13 | ||||
2025-07-16 | 13F | RWM Asset Management, LLC | 16.260 | 0,00 | 711 | 0,99 | ||||
2025-08-12 | 13F | Pathstone Holdings, LLC | 0 | -100,00 | 0 | |||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 2.097.298 | -19,66 | 92 | -19,47 | ||||
2025-08-01 | 13F | Rossby Financial, LCC | 163 | 0,00 | 7 | 16,67 | ||||
2025-08-04 | 13F | Atria Investments Llc | 16.084 | -29,74 | 704 | -29,06 | ||||
2025-08-13 | 13F | Continuum Advisory, LLC | 52.496 | 12,87 | 2.297 | 14,06 | ||||
2025-07-30 | NP | LEXI - Alexis Practical Tactical ETF | 150.240 | 4,00 | 6.762 | 5,61 | ||||
2025-07-22 | 13F | Merit Financial Group, LLC | 72.109 | 1,98 | 3.155 | 3,04 | ||||
2025-08-06 | 13F | SOUTH STATE Corp | 1.230 | 0,00 | 54 | 0,00 | ||||
2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 1.696 | 0,00 | 74 | 1,37 | ||||
2025-08-11 | 13F | Synergy Investment Management, LLC | 17.942 | -0,01 | 785 | 1,03 | ||||
2025-08-12 | 13F | Change Path, LLC | 6.963 | -95,98 | 305 | -95,95 | ||||
2025-08-06 | 13F | Prospera Financial Services Inc | 66.160 | 0,51 | 2.895 | 1,58 | ||||
2025-07-25 | 13F | Wealth Advisory Team LLC | 217.257 | 9.505 | ||||||
2025-08-14 | 13F | Ameriprise Financial Inc | 17.219.195 | 7,41 | 753.812 | 8,65 | ||||
2025-07-28 | 13F | Chesapeake Wealth Management | 99.505 | 0,08 | 4.353 | 1,14 | ||||
2025-08-11 | 13F | Brass Tax Wealth Management, Inc | 35.310 | -94,68 | 1.545 | -94,63 | ||||
2025-07-21 | 13F | Hilltop National Bank | 2.516 | -4,08 | 110 | 1,85 | ||||
2025-08-07 | 13F | Allworth Financial LP | 7.054 | 0,90 | 309 | 4,05 | ||||
2025-07-15 | 13F | Financial Management Professionals, Inc. | 0 | -100,00 | 0 | |||||
2025-07-09 | 13F | Sarver Vrooman Wealth Advisors | 63.568 | 0,47 | 2.781 | 1,53 | ||||
2025-08-05 | 13F | Mission Wealth Management, Lp | 25.373 | 0,11 | 1.110 | 1,19 | ||||
2025-08-14 | 13F | IHT Wealth Management, LLC | 69.445 | -57,97 | 3.038 | -57,54 | ||||
2025-07-16 | 13F | Swisher Financial Concepts, Inc. | 12.540 | 0,00 | 549 | 1,11 | ||||
2025-07-31 | 13F | Pacitti Group Inc. | 6.000 | 0,00 | 262 | 1,16 | ||||
2025-08-01 | 13F | PCA Investment Advisory Services Inc. | 20.449 | 1,81 | 895 | 2,88 | ||||
2025-08-11 | 13F | Johnson Financial Group, LLC | 0 | -100,00 | 0 | |||||
2025-08-11 | 13F | Western Wealth Management, LLC | 6.389 | -0,37 | 280 | 0,72 | ||||
2025-07-23 | 13F | Friedenthal Financial | 272 | 0,00 | 12 | 0,00 | ||||
2025-08-12 | 13F | Coldstream Capital Management Inc | 7.163 | 10,32 | 313 | 11,39 | ||||
2025-08-11 | 13F | Frank, Rimerman Advisors LLC | 11.002 | 0,00 | 481 | 1,05 | ||||
2025-04-30 | 13F | Sofos Investments, Inc. | 3 | -98,78 | 0 | -100,00 | ||||
2025-07-18 | 13F | Precision Wealth Strategies, LLC | 28.210 | 1.234 | ||||||
2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 138.408 | -13,69 | 6.057 | -12,76 | ||||
2025-05-02 | 13F | Bogart Wealth, LLC | 0 | -100,00 | 0 | |||||
2025-07-30 | 13F | Prosperity Financial Group, Inc. | 34.756 | 2,29 | 1.521 | 3,33 | ||||
2025-08-07 | 13F | Resolute Advisors LLC | 6.083 | 3,24 | 266 | 4,31 | ||||
2025-07-10 | 13F | Sharkey, Howes & Javer | 0 | -100,00 | 0 | |||||
2025-08-11 | 13F | Principal Securities, Inc. | 423 | -23,51 | 19 | -18,18 | ||||
2025-08-13 | 13F | Baird Financial Group, Inc. | 468.088 | -17,58 | 20.479 | -16,72 | ||||
2025-08-15 | 13F | Captrust Financial Advisors | 68.967 | 1,16 | 3.017 | 2,24 | ||||
2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | -100,00 | 0 | |||||
2025-07-11 | 13F | Colorado Capital Management, Inc. | 6.318 | 0,00 | 0 | |||||
2025-08-14 | 13F | Visionary Wealth Advisors | 452.758 | 2,75 | 19.808 | 3,82 | ||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 2.050.767 | 10,11 | 90.398 | 12,10 | ||||
2025-07-22 | 13F | Financial Insights, Inc. | 347.238 | 6,61 | 15.192 | 7,71 | ||||
2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 100 | 4 | ||||||
2025-08-14 | 13F | Warren Averett Asset Management, LLC | 4.818 | 211 | ||||||
2025-07-24 | 13F | Thompson Investment Management, Inc. | 3.835 | 0,00 | 168 | 0,60 | ||||
2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 190 | -21,81 | 8 | -20,00 | ||||
2025-08-14 | 13F | Dimension Capital Management Llc | 29.107 | -9,34 | 1.273 | -8,42 | ||||
2025-08-07 | 13F | BOK Financial Private Wealth, Inc. | 59.573 | -2,58 | 2.606 | -1,55 | ||||
2025-07-22 | 13F | Integrated Capital Management, LLC | 284.536 | 7,65 | 13 | 9,09 | ||||
2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 12.116 | -4,32 | 533 | -1,66 | ||||
2025-07-24 | 13F | Ronald Blue Trust, Inc. | 1.066 | 0,00 | 47 | 0,00 | ||||
2025-08-14 | 13F | Diversify Advisory Services, LLC | 13.779 | 0,00 | 626 | 5,93 | ||||
2025-08-11 | 13F | Vanguard Group Inc | 6.465 | -0,14 | 283 | 0,71 | ||||
2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 88.267 | -23,75 | 3.862 | -22,96 | ||||
2025-08-18 | 13F | Geneos Wealth Management Inc. | 9.766 | -26,49 | 427 | -25,74 | ||||
2025-08-08 | 13F | Meridian Wealth Management, LLC | 24.856 | 11,17 | 1.087 | 12,29 | ||||
2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 27.846 | -3,04 | 1.218 | -2,01 | ||||
2025-08-04 | 13F | IFG Advisory, LLC | 43.730 | 1,97 | 1.913 | 3,07 | ||||
2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 0 | -100,00 | 0 | |||||
2025-08-11 | 13F | Bellwether Advisors, LLC | 18.831 | 0,00 | 824 | 0,98 | ||||
2025-08-05 | 13F | Magnolia Capital Advisors Llc | 15.190 | 1,67 | 665 | 2,79 | ||||
2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 47.075 | -5,31 | 2.038 | -0,97 | ||||
2025-07-11 | 13F | Seacrest Wealth Management, Llc | 46.321 | 15,23 | 2.027 | 16,44 | ||||
2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 54.190 | 2,05 | 2.371 | 3,09 | ||||
2025-07-21 | 13F | Ameritas Advisory Services, LLC | 4.888 | -8,28 | 214 | -4,48 | ||||
2025-08-14 | 13F | Integrated Wealth Concepts LLC | 10.175 | -0,70 | 445 | 0,45 | ||||
2025-08-14 | 13F | Royal Bank Of Canada | 1.447.191 | -18,80 | 63.314 | -17,96 | ||||
2025-08-04 | 13F | Daymark Wealth Partners, Llc | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | UBS Group AG | 1.919.810 | -1,68 | 83.992 | -0,66 | ||||
2025-08-12 | 13F | Martin Worley Group | 10.260 | 449 | ||||||
2025-07-24 | 13F | Shayne & Co., Llc | 4.866 | 0,00 | 213 | 0,95 | ||||
2025-07-22 | 13F | Clarius Group, LLC | 12.241 | 0,00 | 536 | 0,94 | ||||
2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 221.229 | 3,77 | 9.679 | 4,85 | ||||
2025-08-14 | 13F | GWM Advisors LLC | 376.241 | 4,62 | 16.461 | 5,70 | ||||
2025-08-08 | 13F | Citizens Financial Group Inc/ri | 27.474 | 0,00 | 1.202 | 1,09 | ||||
2025-08-14 | 13F | Ieq Capital, Llc | 25.409 | -1,82 | 1.112 | -0,80 | ||||
2025-08-04 | 13F | Keybank National Association/oh | 8.948 | -0,10 | 391 | 1,03 | ||||
2025-08-12 | 13F | Global Retirement Partners, LLC | 24.450 | 564,40 | 1.070 | 603,29 | ||||
2025-08-14 | 13F | JPL Wealth Management, LLC | 0 | -100,00 | 0 | -100,00 | ||||
2025-07-25 | 13F | Cwm, Llc | 21.311 | -34,94 | 1 | -100,00 | ||||
2025-08-04 | 13F | Savvy Advisors, Inc. | 263.123 | 4.933,92 | 11.512 | 4.993,36 | ||||
2025-07-15 | 13F | Evanson Asset Management, LLC | 11.066 | 5,54 | 484 | 6,84 | ||||
2025-08-14 | 13F | KKM Financial LLC | 19.020 | 0,00 | 832 | 1,09 | ||||
2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 81.833 | -0,90 | 3.580 | 0,14 | ||||
2025-08-07 | 13F | Parkside Financial Bank & Trust | 37.611 | -0,36 | 1.645 | 0,67 | ||||
2025-08-13 | 13F | Quadrature Capital Ltd | 18.025 | 789 | ||||||
2025-08-08 | 13F | Larson Financial Group LLC | 9.445 | -8,46 | 413 | -7,40 | ||||
2025-07-21 | 13F | Rainey & Randall Investment Management Inc. | 1.476.164 | 3,10 | 64.582 | 4,17 | ||||
2025-07-03 | 13F | TrueWealth Advisors, LLC | 215.188 | 2,08 | 9.414 | 3,14 | ||||
2025-05-15 | 13F | Glenmede Trust Co Na | 9.000 | 0,00 | 390 | 4,57 | ||||
2025-07-30 | 13F | Patten Group, Inc. | 7.612 | -51,35 | 333 | -50,81 | ||||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 146.975 | 1,63 | 6.430 | 2,57 | ||||
2025-08-14 | 13F | Clarity Capital Advisors, LLC | 5.708 | 0,00 | 250 | 0,81 | ||||
2025-08-13 | 13F | Summit Financial, LLC | 0 | -100,00 | 0 | |||||
2025-08-13 | 13F | VestGen Advisors, LLC | 14.081 | 1,35 | 616 | 2,50 | ||||
2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 106.317 | 68,32 | 4.651 | 70,12 | ||||
2025-08-08 | 13F | TD Capital Management LLC | 0 | -100,00 | 0 | |||||
2025-07-11 | 13F | Harbour Capital Advisors, LLC | 10.955 | 0,00 | 481 | 5,26 | ||||
2025-07-15 | 13F | FLP Wealth Management, LLC | 0 | -100,00 | 0 | |||||
2025-08-04 | 13F | MeadowBrook Investment Advisors LLC | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Stifel Financial Corp | 609.765 | 2,93 | 26.677 | 4,00 | ||||
2025-08-13 | 13F | Cerity Partners LLC | 311.367 | 5,21 | 13.622 | 6,31 | ||||
2025-07-18 | 13F | Vicus Capital | 223.173 | 4,32 | 9.764 | 5,41 | ||||
2025-08-14 | 13F | McIlrath & Eck, LLC | 164 | 0,00 | 7 | 0,00 | ||||
2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 540 | -35,71 | 24 | -36,11 | ||||
2025-07-18 | 13F | PFG Investments, LLC | 4.612 | 202 | ||||||
2025-08-13 | 13F | Cresset Asset Management, LLC | 26.367 | 1.154 | ||||||
2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 187.874 | -33,13 | 8.219 | -32,43 | ||||
2025-08-08 | 13F | Cetera Investment Advisers | 931.983 | 5,17 | 40.774 | 6,26 | ||||
2025-08-13 | 13F/A | StoneX Group Inc. | 0 | -100,00 | 0 | -100,00 | ||||
2025-08-13 | 13F | Nicolet Advisory Services, Llc | 9.083 | 0,00 | 398 | 10,89 | ||||
2025-07-07 | 13F | Investors Research Corp | 111.187 | 10,36 | 4.864 | 11,51 | ||||
2025-08-13 | 13F | Vermillion & White Wealth Management Group, LLC | 708 | 0,00 | 31 | 0,00 | ||||
2025-08-13 | 13F | Brown Advisory Inc | 0 | -100,00 | 0 | |||||
2025-07-17 | 13F | Clean Yield Group | 738 | 32 | ||||||
2025-08-07 | 13F | WESCAP Management Group, Inc. | 551.433 | -6,77 | 24.125 | -5,79 | ||||
2025-08-12 | 13F | Integrated Advisors Network LLC | 8.336 | -43,74 | 365 | -43,21 | ||||
2025-08-04 | 13F | Arkadios Wealth Advisors | 7.055 | 309 | ||||||
2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 14.627 | 0,25 | 640 | 14,72 | ||||
2025-08-14 | 13F | Hilltop Holdings Inc. | 17.168 | 2,94 | 751 | 4,02 | ||||
2025-08-08 | 13F | Tanglewood Legacy Advisors, LLC | 42.810 | 3,05 | 1.873 | 4,12 | ||||
2025-07-15 | 13F | Optima Capital Llc | 37.110 | -69,61 | 1.624 | -69,30 | ||||
2025-08-19 | 13F | Advisory Services Network, LLC | 69.323 | 3,80 | 3.074 | 6,33 | ||||
2025-08-13 | 13F | Summit Wealth Group Llc / Co | 102.983 | 4.506 | ||||||
2025-08-01 | 13F | Liberty Wealth Management Llc | 15.861 | 2,20 | 694 | 3,28 | ||||
2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 7.748 | -0,40 | 339 | 0,60 | ||||
2025-08-14 | 13F | Evercore Wealth Management, LLC | 35.624 | 0,00 | 1.559 | 1,04 | ||||
2025-05-15 | 13F | TCG Advisory Services, LLC | 0 | -100,00 | 0 | |||||
2025-07-31 | 13F | Schoolcraft Capital LLC | 790.073 | -4,83 | 34.566 | -3,84 | ||||
2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 12.534 | 0,00 | 548 | 1,11 | ||||
2025-07-16 | 13F/A | CX Institutional | 304 | 0 | ||||||
2025-08-18 | 13F | Tactive Advisors, LLC | 44.005 | 121,70 | 1.925 | 137,07 | ||||
2025-07-29 | 13F | Orin Green Financial, LLC | 31.158 | 0,00 | 1.363 | 8,69 | ||||
2025-08-14 | 13F | Money Concepts Capital Corp | 7.304 | -93,17 | 320 | -93,11 | ||||
2025-08-13 | 13F | Rsm Us Wealth Management Llc | 10.442 | -0,55 | 457 | 0,44 |
Other Listings
MX:DBEF |