Statistiche di base
| Proprietari istituzionali | 197 total, 197 long only, 0 short only, 0 long/short - change of 2,59% MRQ |
| Allocazione media del portafoglio | 0.1575 % - change of 1,54% MRQ |
| Azioni istituzionali (Long) | 4.803.841 (ex 13D/G) - change of -0,18MM shares -3,60% MRQ |
| Valore istituzionale (Long) | $ 348.805 USD ($1000) |
Proprietà istituzionale e azionisti
WisdomTree Trust - WisdomTree International SmallCap Dividend Fund (US:DLS) ha 197 proprietari istituzionali e azionisti che hanno presentato i moduli 13D/G o 13F alla Securities Exchange Commission (SEC). Queste istituzioni detengono un totale di 4,803,841 azioni. I maggiori azionisti includono Savant Capital, LLC, BIP Wealth, LLC, LRI Investments, LLC, Bank Of America Corp /de/, Morgan Stanley, HighTower Advisors, LLC, MAI Capital Management, Congress Wealth Management LLC / DE /, Raymond James Financial Inc, and UBS Group AG .
(WisdomTree Trust - WisdomTree International SmallCap Dividend Fund (ARCA:DLS) 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 5, 2025 is 79,21 / share. Previously, on September 5, 2024, the share price was 67,08 / share. This represents an increase of 18,09% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 100 | 0,00 | 8 | 16,67 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 2.850 | 119,23 | 214 | 164,20 | ||||
| 2025-04-30 | 13F | Dogwood Wealth Management LLC | 0 | -100,00 | 0 | |||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 2.782 | -21,90 | 209 | -11,49 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 8.360 | 1,42 | 628 | 15,26 | ||||
| 2025-07-23 | 13F | REAP Financial Group, LLC | 51 | 0,00 | 4 | 0,00 | ||||
| 2025-07-15 | 13F | FLP Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-16 | 13F | Cove Private Wealth, LLC | 18.325 | 83,25 | 1.376 | 108,48 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 653 | -5,77 | 49 | 8,89 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 56.768 | -1,27 | 4.264 | 12,36 | ||||
| 2025-04-28 | 13F | Great Point Wealth Advisors, LLC | 78.914 | -1,18 | 5.209 | 3,60 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 59 | 4 | ||||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 28.219 | 0,00 | 2.120 | 13,80 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 6 | 0,00 | 0 | |||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 12.260 | 2,19 | 921 | 16,31 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 86.162 | -0,90 | 6.472 | 12,77 | ||||
| 2025-07-17 | 13F | Camelot Portfolios, LLC | 7.661 | -8,73 | 575 | 3,79 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 5.364 | -7,36 | 403 | 5,24 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 668 | 0,00 | 50 | 13,64 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 98 | 0,00 | 7 | 16,67 | ||||
| 2025-05-01 | 13F | Bleakley Financial Group, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 3.091 | -19,59 | 232 | -8,30 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 113.605 | -1,82 | 8.533 | 11,72 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 122 | 0,00 | 9 | 12,50 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 147 | 11 | ||||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 300 | -76,92 | 23 | -74,12 | ||||
| 2025-08-12 | 13F | Shakespeare Wealth Management, Inc. | 11.376 | -8,79 | 854 | 3,77 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 4.099 | 5.593,06 | 308 | 7.575,00 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 48.366 | -7,88 | 3.633 | 4,82 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 0 | 0 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 162.461 | -1,74 | 12.202 | 11,82 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 7.445 | 0,00 | 559 | 13,85 | ||||
| 2025-08-07 | 13F | WESCAP Management Group, Inc. | 61.499 | -8,25 | 4.619 | 4,41 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 3.245 | 0,09 | 244 | 13,55 | ||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 20.818 | -1,23 | 1.564 | 12,37 | ||||
| 2025-08-04 | 13F | Waterfront Wealth Inc. | 54.175 | 1,65 | 4.069 | 15,70 | ||||
| 2025-07-15 | 13F | Bannerman Wealth Management Group, Llc | 3.994 | -4,70 | 300 | 8,33 | ||||
| 2025-07-16 | 13F | Highline Wealth Partners Llc | 171 | 1,79 | 13 | 9,09 | ||||
| 2025-08-06 | 13F | Longview Financial Advisors LLC | 9.992 | -0,37 | 750 | 13,46 | ||||
| 2025-07-15 | 13F | McAdam, LLC | 3.459 | -6,56 | 260 | 6,15 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 617 | 0 | ||||||
| 2025-07-22 | 13F | Windward Private Wealth Management Inc. | 10.425 | -10,04 | 783 | 2,49 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 4.810 | 13,74 | 361 | 29,39 | ||||
| 2025-08-14 | 13F | AllSquare Wealth Management LLC | 7.280 | 0,00 | 547 | 13,75 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 4.021 | 0,42 | 302 | 14,02 | ||||
| 2025-07-17 | 13F | Alpine Bank Wealth Management | 207 | 16 | ||||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 57.886 | 100,15 | 4.335 | 127,15 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 562 | -16,99 | 42 | 0,00 | ||||
| 2025-07-14 | 13F | Financial Harvest, LLC | 2.771 | 208 | ||||||
| 2025-08-13 | 13F | IAG Wealth Partners, LLC | 3.596 | -20,76 | 270 | -9,70 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 4.378 | 0,53 | 329 | 14,29 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 11.919 | 21,39 | 1 | |||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-23 | 13F | Sachetta, LLC | 0 | -100,00 | 0 | |||||
| 2025-04-17 | 13F | Nbt Bank N A /ny | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Betterment LLC | 16.028 | 6,63 | 1 | |||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 415 | 137,14 | 31 | 181,82 | ||||
| 2025-07-07 | 13F | Discipline Wealth Solutions, LLC | 4.722 | 355 | ||||||
| 2025-08-18 | 13F | Front Row Advisors LLC | 1.664 | 125 | ||||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 3.589 | 0,00 | 270 | 13,98 | ||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 3.189 | -0,72 | 240 | 13,27 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 6.078 | -10,72 | 457 | 1,56 | ||||
| 2025-07-09 | 13F | Beacon Financial Group | 2.929 | 220 | ||||||
| 2025-07-24 | 13F | Costello Asset Management, INC | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 3.725 | -46,60 | 280 | -39,35 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 181.465 | -7,75 | 13.630 | 4,98 | ||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 470 | 35 | ||||||
| 2025-08-05 | 13F | GHP Investment Advisors, Inc. | 25.080 | -5,71 | 1.884 | 7,29 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 13.640 | -0,48 | 1.025 | 13,27 | ||||
| 2025-08-07 | 13F | Cahill Financial Advisors Inc | 8.131 | 0,84 | 611 | 14,66 | ||||
| 2025-05-28 | 13F/A | Modern Wealth Management, LLC | 3.223 | 206 | ||||||
| 2025-07-15 | 13F | Family Wealth Partners, Llc | 38.685 | -0,21 | 2.906 | 13,57 | ||||
| 2025-07-24 | 13F | True Link Financial Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-21 | 13F | Crews Bank & Trust | 1.220 | 0,00 | 92 | 13,75 | ||||
| 2025-08-14 | 13F | Fmr Llc | 2.975 | 16,85 | 223 | 32,74 | ||||
| 2025-08-08 | 13F | Creative Planning | 41.691 | -9,17 | 3.131 | 3,37 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 19.838 | 2,54 | 1.483 | 14,71 | ||||
| 2025-04-09 | 13F | St Germain D J Co Inc | 0 | 0 | ||||||
| 2025-04-30 | 13F | M&t Bank Corp | 0 | -100,00 | 0 | |||||
| 2025-07-17 | 13F | Montis Financial, LLC | 3.062 | -1,70 | 230 | 11,71 | ||||
| 2025-07-22 | 13F | Checchi Capital Advisers, LLC | 92.096 | -26,87 | 6.917 | -16,77 | ||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 3.000 | 225 | ||||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 3.531 | -2,05 | 265 | 11,81 | ||||
| 2025-08-07 | 13F | Howard Bailey Securities, Llc | 38.595 | -3,16 | 2.899 | 10,19 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 21.331 | -15,91 | 1.602 | -4,30 | ||||
| 2025-04-16 | 13F | Smithbridge Asset Management Inc/de | 0 | -100,00 | 0 | |||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 170 | 0,00 | 13 | 9,09 | ||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 21.877 | 3,33 | 1.643 | 17,61 | ||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 84.915 | 0,33 | 6.378 | 14,16 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 38.283 | 1,15 | 2.877 | 15,13 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 64.917 | -3,06 | 4.876 | 10,32 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 50.013 | -2,52 | 3.756 | 10,93 | ||||
| 2025-05-08 | 13F | Geneos Wealth Management Inc. | 0 | -100,00 | 0 | |||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 46 | -19,30 | 3 | 0,00 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Bokf, Na | 0 | -100,00 | 0 | |||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 1.449 | 0,00 | 109 | 13,68 | ||||
| 2025-08-27 | NP | FFOX - FundX Future Fund Opportunities ETF | 700 | 53 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 4.608 | -5,81 | 346 | 7,45 | ||||
| 2025-08-13 | 13F | Invesco Ltd. | 4.035 | -7,71 | 303 | 5,21 | ||||
| 2025-08-11 | 13F | Bellwether Advisors, LLC | 1.225 | 0,00 | 92 | 15,00 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 110.966 | 0,38 | 8.335 | 14,23 | ||||
| 2025-07-25 | 13F | LRI Investments, LLC | 200.354 | -0,99 | 15.049 | 12,68 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 0 | -100,00 | 0 | |||||
| 2025-08-05 | 13F | Key FInancial Inc | 400 | 0,00 | 30 | 15,38 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 762.754 | -2,80 | 57.290 | 10,62 | ||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 4.447 | 0,00 | 334 | 13,99 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 500 | 0,00 | 38 | 12,12 | ||||
| 2025-04-09 | 13F | Compass Investment Advisers LLC | 3.342 | 210 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 27.898 | 1,77 | 2.095 | 15,81 | ||||
| 2025-08-07 | 13F | Addison Advisors LLC | 17.551 | -9,11 | 1.318 | 3,45 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 17 | 0,00 | 1 | 0,00 | ||||
| 2025-04-28 | 13F | Redmont Wealth Advisors Llc | 42 | 3 | ||||||
| 2025-05-13 | 13F | EPG Wealth Management LLC | 0 | -100,00 | 0 | |||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 1.432 | -9,99 | 108 | 2,88 | ||||
| 2025-07-24 | 13F | Morton Brown Family Wealth, LLC | 1.820 | 0,00 | 137 | 13,33 | ||||
| 2025-08-01 | 13F | Liberty Wealth Management Llc | 0 | -100,00 | 0 | |||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 609 | 46 | ||||||
| 2025-07-17 | 13F | Elwood & Goetz Wealth Advisory Group, LLC | 57.593 | 0,87 | 4.326 | 14,78 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 8.635 | -8,85 | 649 | 3,68 | ||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 16.805 | -0,47 | 1.262 | 13,29 | ||||
| 2025-08-14 | 13F | Operose Advisors LLC | 81 | 0,00 | 6 | 20,00 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 11.595 | 102,07 | 875 | 131,48 | ||||
| 2025-08-14 | 13F | UBS Group AG | 105.467 | -0,45 | 7.922 | 13,29 | ||||
| 2025-04-21 | 13F | PSI Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 133 | -17,90 | 10 | -10,00 | ||||
| 2025-07-28 | 13F | Fairman Group, LLC | 1.784 | 1,88 | 134 | 22,94 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 221 | -19,34 | 17 | -11,11 | ||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-07 | 13F | Investors Research Corp | 4.756 | -78,71 | 357 | -75,78 | ||||
| 2025-05-08 | 13F | Armis Advisers, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 14.319 | 0,00 | 1.076 | 13,76 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 14 | 0,00 | 1 | |||||
| 2025-07-16 | 13F | TCI Wealth Advisors, Inc. | 4.014 | -8,50 | 301 | 4,15 | ||||
| 2025-05-14 | 13F | Wescott Financial Advisory Group, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 2.398 | -5,29 | 180 | 19,21 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 206 | 0,00 | 0 | |||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 27.616 | -3,66 | 2 | 100,00 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 59 | 0,00 | 4 | 33,33 | ||||
| 2025-07-03 | 13F | McLean Asset Management Corp | 21.746 | -3,14 | 1.634 | 21,49 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 18.035 | 1,31 | 1.355 | 15,33 | ||||
| 2025-07-29 | 13F | Marathon Strategic Advisors, LLC | 23.953 | 1,93 | 1.799 | 16,06 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 2.341 | 176 | ||||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 1.511 | -34,53 | 113 | -25,66 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 552 | 0,00 | 0 | |||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 106 | 51,43 | 8 | 75,00 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 15.984 | 0,08 | 1.201 | 13,85 | ||||
| 2025-05-15 | 13F | Hrt Financial Lp | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 31.106 | 376,06 | 2.336 | 442,00 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 20.568 | -6,70 | 2 | 0,00 | ||||
| 2025-08-08 | 13F | Pinney & Scofield, Inc. | 86 | 0,00 | 6 | 20,00 | ||||
| 2025-07-30 | 13F | Insight Advisors, LLC/ PA | 4.130 | -35,55 | 310 | -26,54 | ||||
| 2025-07-15 | 13F | Total Wealth Planning, Llc | 3.276 | -10,71 | 246 | 1,65 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 94.789 | -2,28 | 6.891 | 7,22 | ||||
| 2025-07-17 | 13F | Neumann Capital Management, LLC | 69.221 | -1,76 | 5.199 | 11,81 | ||||
| 2025-07-28 | 13F | Frazier Financial Advisors, LLC | 2.505 | 0,40 | 188 | 14,63 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 7.186 | -30,88 | 540 | -21,43 | ||||
| 2025-07-09 | 13F | Hardin Capital Partners, LLC | 5.114 | 31,13 | 383 | 48,64 | ||||
| 2025-07-23 | 13F | Joel Isaacson & Co., LLC | 5.286 | 0,00 | 397 | 14,08 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 44.162 | 9,69 | 3.317 | 24,84 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 2.713 | 204 | ||||||
| 2025-08-05 | 13F | Telos Capital Management, Inc. | 82.581 | 0,58 | 6.203 | 14,45 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 28.965 | -1,11 | 2.176 | 8,97 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 93 | -28,46 | 7 | -25,00 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 9.984 | -2,91 | 750 | 10,31 | ||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 568 | -6,73 | 42 | 5,00 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 2.773 | 0,00 | 208 | 13,66 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 39.862 | -7,18 | 2.994 | 5,61 | ||||
| 2025-04-24 | 13F | Decker Retirement Planning Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 1.373 | 0,00 | 103 | 14,44 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 24.832 | 1,98 | 1.865 | 16,05 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 9.402 | -5,50 | 706 | 7,62 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-25 | 13F | Wealth Architects, LLC | 34.933 | -1,04 | 2.624 | 12,62 | ||||
| 2025-08-13 | 13F | Grove Street Fiduciary, LLC | 51.553 | -6,20 | 3.872 | 6,75 | ||||
| 2025-07-18 | 13F | Impact Capital Partners LLC | 20.738 | 0,84 | 1.558 | 14,74 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 4.938 | -23,89 | 371 | -13,55 | ||||
| 2025-07-16 | 13F | Vestia Personal Wealth Advisors | 3.321 | 1,31 | 249 | 15,28 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 2.954 | 222 | ||||||
| 2025-08-06 | 13F | Quadrant Private Wealth Management, LLC | 5.167 | 0,25 | 388 | 14,12 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 547 | 0,00 | 41 | 13,89 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 73 | 8,96 | 5 | 25,00 | ||||
| 2025-07-31 | 13F | Kathleen S. Wright Associates Inc. | 29.189 | -0,06 | 2.192 | 13,75 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 116.177 | -0,13 | 8.726 | 13,65 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 14.135 | -6,55 | 1.062 | 6,31 | ||||
| 2025-08-05 | 13F | Integrity Financial Corp /WA | 0 | -100,00 | 0 | |||||
| 2025-07-09 | 13F | Bruce G. Allen Investments, LLC | 14.221 | 0,30 | 1.068 | 14,22 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 1.747 | 0,00 | 131 | 13,91 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 2.061 | 0,00 | 155 | 13,24 | ||||
| 2025-07-24 | 13F | Williams & Novak, LLC | 5.483 | -0,63 | 412 | 12,91 | ||||
| 2025-08-07 | 13F | Tillman Hartley LLC | 6.492 | 0,03 | 488 | 13,79 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 1.089 | -2,51 | 82 | 10,96 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 6.105 | 1,16 | 459 | 15,08 | ||||
| 2025-07-15 | 13F | SJS Investment Consulting Inc. | 39 | 3 | ||||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 245 | 0,00 | 18 | 12,50 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 106 | 8 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 107.315 | 0,62 | 8.060 | 14,50 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 72.135 | 14,83 | 5.418 | 30,68 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 12.181 | -5,10 | 915 | 6,65 | ||||
| 2025-07-24 | 13F | Lester Murray Antman dba SimplyRich | 7.896 | 0,00 | 1 | |||||
| 2025-08-04 | 13F | Spire Wealth Management | 12.134 | 0,92 | 911 | 14,88 | ||||
| 2025-08-07 | 13F | Tacita Capital Inc | 1.105 | -11,95 | 83 | 0,00 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 6.087 | 10,25 | 457 | 25,55 | ||||
| 2025-07-14 | 13F | Sound Stewardship, LLC | 8.645 | 0,00 | 649 | 13,86 | ||||
| 2025-07-15 | 13F | Alpha Omega Wealth Management LLC | 53.848 | 1,43 | 4.045 | 15,44 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 13.110 | 4,58 | 985 | 18,98 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 21.668 | -0,39 | 1.627 | 13,38 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 3.828 | 2,41 | 288 | 16,67 | ||||
| 2025-07-25 | 13F | PrairieView Partners, LLC | 59.532 | 13,25 | 4 | 33,33 | ||||
| 2025-08-11 | 13F | One Capital Management, LLC | 5.437 | -11,55 | 408 | 0,74 | ||||
| 2025-08-11 | 13F | Rockbridge Investment Management, LCC | 3.398 | -0,38 | 255 | 13,33 | ||||
| 2025-08-27 | 13F | Stonebridge Wealth Management, LLC | 10.853 | 815 | ||||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 2.795 | 210 | ||||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 460 | -46,39 | 35 | -39,29 | ||||
| 2025-07-31 | 13F | Sharper & Granite LLC | 23.910 | -8,91 | 1.797 | 3,70 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 24.373 | -48,17 | 1.831 | -41,02 | ||||
| 2025-07-22 | 13F | Tandem Investment Partners LLC | 28.295 | 2,56 | 2.125 | 16,76 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 185 | -75,50 | 14 | -73,47 | ||||
| 2025-08-12 | 13F | Heartland Advisors Inc | 0 | -100,00 | 0 | |||||
| 2025-07-23 | 13F | Viewpoint Capital Management LLC | 6.441 | -0,46 | 484 | 13,11 | ||||
| 2025-07-31 | 13F | BIP Wealth, LLC | 274.694 | -2,92 | 20.632 | 10,49 | ||||
| 2025-07-10 | 13F | Envision Financial LLC | 9.127 | 1,18 | 686 | 15,13 | ||||
| 2025-05-08 | 13F | FSA Advisors, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 5.706 | 0,00 | 426 | 17,68 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 5.992 | -2,87 | 452 | 10,81 |
