DSI - iShares Trust - iShares ESG MSCI KLD 400 ETF Azioni - Prezzo delle azioni, proprietà istituzionale, azionisti (ARCA)

iShares Trust - iShares ESG MSCI KLD 400 ETF
US ˙ ARCA ˙ US4642885705

Statistiche di base
Proprietari istituzionali 569 total, 569 long only, 0 short only, 0 long/short - change of 3,25% MRQ
Allocazione media del portafoglio 0.1873 % - change of -4,21% MRQ
Azioni istituzionali (Long) 24.101.718 (ex 13D/G) - change of -0,58MM shares -2,34% MRQ
Valore istituzionale (Long) $ 2.650.554 USD ($1000)
Proprietà istituzionale e azionisti

iShares Trust - iShares ESG MSCI KLD 400 ETF (US:DSI) ha 569 proprietari istituzionali e azionisti che hanno presentato i moduli 13D/G o 13F alla Securities Exchange Commission (SEC). Queste istituzioni detengono un totale di 24,101,718 azioni. I maggiori azionisti includono Morgan Stanley, Envestnet Asset Management Inc, Bank Of America Corp /de/, Jpmorgan Chase & Co, LPL Financial LLC, Bank of New York Mellon Corp, Ameriprise Financial Inc, UBS Group AG, IMA Wealth, Inc., and Betterment LLC .

(iShares Trust - iShares ESG MSCI KLD 400 ETF (ARCA:DSI) 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 121,18 / share. Previously, on September 6, 2024, the share price was 101,53 / share. This represents an increase of 19,35% over that period.

DSI / iShares Trust - iShares ESG MSCI KLD 400 ETF Institutional Ownership
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.

DSI / iShares Trust - iShares ESG MSCI KLD 400 ETF Historical Put/Call Ratio
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.

Esegui l'upgrade per sbloccare i dati premium ed esportarli in Excel .

Data di deposito Fonte Investitore Tipo Prezzo medio
(Stima)
Azioni Δ Azioni
(%)
Valore
dichiarato
($ 1000)
Δ Valore
(%)
Allocazione del portafoglio
(%)
2025-08-06 13F Hoxton Planning & Management, LLC 3.361 -20,07 390 -9,30
2025-08-08 13F Citizens Financial Group Inc/ri 8.497 0,01 987 13,33
2025-04-29 13F Hm Payson & Co 4.200 0,00 430 -7,13
2025-07-30 13F Birch Hill Investment Advisors LLC 3.798 13,10 441 28,57
2025-08-05 13F Westside Investment Management, Inc. 1.355 0,00 157 13,77
2025-05-09 13F Fairfield Financial Advisors, LTD 0 -100,00 0
2025-07-22 13F Beacon Financial Advisory LLC 1.757 204
2025-08-07 13F Allworth Financial LP 24.731 -0,19 2.873 15,76
2025-08-07 13F McClarren Financial Advisors, Inc. 33.779 56,57 3.924 130.666,67
2025-08-13 13F Beacon Pointe Advisors, LLC 88.426 5,06 10.272 19,17
2025-08-13 13F Per Stirling Capital Management, LLC. 3.633 -1,52 422 11,67
2025-07-22 13F Wealthcare Capital Management Llc 25.993 1,96 3.019 15,67
2025-03-21 13F Prostatis Group LLC 0 -100,00 0 -100,00
2025-07-24 13F JB Capital LLC 2.933 3,24 341 17,24
2025-07-18 13F SigFig Wealth Management, LLC 19.967 -0,14 2.310 13,24
2025-07-15 13F Main Street Group, LTD 10.216 0,00 1.187 13,38
2025-08-19 13F Advisory Services Network, LLC 87.900 -16,38 10.532 -2,16
2025-07-24 13F Blue Zone Wealth Advisors, LLC 3.026 352
2025-07-31 13F CVA Family Office, LLC 158 0,00 18 12,50
2025-07-31 13F GenTrust, LLC 3.037 0,00 353 13,18
2025-08-11 13F Copperleaf Capital, LLC 5.224 -0,06 607 13,27
2025-07-16 13F Signaturefd, Llc 152 0,00 18 13,33
2025-07-30 13F Princeton Global Asset Management LLC 1.170 13,81 136 28,57
2025-07-30 13F Fingerlakes Wealth Management, Inc. 18.886 0,52 2.194 13,98
2025-08-11 13F NewEdge Wealth, LLC 16.297 -9,96 1.951 5,23
2025-07-14 13F U.S. Capital Wealth Advisors, LLC 3.298 -3,60 383 9,43
2025-08-08 13F Tortoise Investment Management, LLC 45 0,00 5 25,00
2025-08-14 13F Essential Planning, LLC. 3.536 0,77 411 14,21
2025-07-16 13F Evergreen Private Wealth LLC 1.355 0,00 157 13,77
2025-08-11 13F Landaas & Co /wi /adv 3.125 -17,37 363 -6,20
2025-04-17 13F Montecito Bank & Trust 5.443 0,00 557 -7,17
2025-08-06 13F Commonwealth Equity Services, Llc 205.197 0,24 24 15,00
2025-08-12 13F Argent Trust Co 4.179 10,94 485 25,97
2025-07-24 13F Endeavor Private Wealth, Inc. 1.786 207
2025-08-14 13F Fmr Llc 18.279 -10,01 2.123 2,07
2025-07-14 13F CRA Financial Services, LLC 2.275 0,00 264 13,79
2025-07-29 13F Stratos Wealth Partners, LTD. 2.433 -2,05 283 11,02
2025-07-25 13F Concord Asset Management, LLC/VA 4.457 25,66 518 48,99
2025-08-08 13F Francis Financial, Inc. 98.133 -4,33 11.399 8,52
2025-07-30 13F White Lighthouse Investment Management Inc. 12.789 -15,94 1.486 -4,69
2025-08-14 13F Frisch Financial Group, Inc. 5.860 0,22 1
2025-08-14 13F Guardian Wealth Advisors, Llc / Nc 1.002 -2,34 116 10,48
2025-08-06 13F Valtinson Bruner Financial Planning LLC 2.331 5,91 271 20,00
2025-08-08 13F Emerald Investment Partners, Llc 5.424 -2,60 630 10,53
2025-07-08 13F Zrc Wealth Management, Llc 150 0,00 17 13,33
2025-08-08 13F Meridian Wealth Management, LLC 6.036 0,03 701 13,61
2025-04-30 13F Stratos Wealth Advisors, LLC 0 -100,00 0
2025-08-11 13F Hexagon Capital Partners LLC 0 -100,00 0
2025-07-31 13F Darden Wealth Group Inc 1.907 222
2025-08-12 13F Bahl & Gaynor Inc 1.886 219
2025-07-11 13F Wealth Management Partners, LLC 10.870 0,60 1.268 14,56
2025-08-01 13F Rossby Financial, LCC 1.830 -10,82 213 2,42
2025-07-14 13F Acropolis Investment Management, LLC 8.018 -1,41 931 11,90
2025-08-06 13F Marco Investment Management Llc 2.000 0,00 232 13,73
2025-07-10 13F Bigelow Investment Advisors, LLC 6.174 -3,05 717 9,97
2025-07-16 13F Moisand Fitzgerald Tamayo, LLC 462 -0,22 54 12,77
2025-07-10 13F Wealth Enhancement Advisory Services, Llc 20.236 -2,14 2.381 12,47
2025-07-29 13F Roof Eidam & Maycock/adv 2.050 0,00 238 13,88
2025-08-12 13F Global Retirement Partners, LLC 1.447 -35,17 168 -31,71
2025-07-28 13F Axxcess Wealth Management, Llc 3.072 44,84 357 64,06
2025-07-18 13F Rogco, Lp 7.723 -8,74 897 3,58
2025-08-04 13F Carret Asset Management, Llc 5.600 0,00 650 13,44
2025-07-22 13F Figure 8 Investment Strategies Llc 2.126 0,00 247 13,36
2025-08-13 13F Transce3nd, LLC 304 -24,57 35 -14,63
2025-04-14 13F Baron Financial Group, LLC 0 -100,00 0
2025-07-28 13F Copia Wealth Management 210 0,00 24 14,29
2025-07-31 13F Buckingham Strategic Partners 8.516 55,97 989 76,92
2025-07-08 13F Parallel Advisors, LLC 514 0,00 60 13,46
2025-08-06 13F SOUTH STATE Corp 0 -100,00 0
2025-08-13 13F Gateway Wealth Partners, LLC 2.592 1,33 301 14,89
2025-08-14 13F Diversify Advisory Services, LLC 5.296 -40,39 643 -28,90
2025-04-11 13F First Affirmative Financial Network 40.502 -35,78 4.148 -40,35
2025-05-08 13F Towercrest Capital Management 0 -100,00 0
2025-08-11 13F HighTower Advisors, LLC 72.323 -1,41 8.401 11,83
2025-08-15 13F CI Private Wealth, LLC 59.745 -0,36 6.973 13,55
2025-07-22 13F Wealthcare Advisory Partners LLC 51.194 6,16 5.947 20,41
2025-08-04 13F Hantz Financial Services, Inc. 416 0
2025-07-23 13F Joel Isaacson & Co., LLC 4.464 0,00 519 13,35
2025-08-04 13F Keybank National Association/oh 26.580 -1,90 3.088 11,28
2025-07-30 13F Financial Perspectives, Inc 1.080 0,19 125 13,64
2025-07-11 13F Halter Ferguson Financial Inc. 7.152 1,17 831 14,80
2025-08-14 13F Quantinno Capital Management LP 5.000 0,00 581 13,28
2025-07-18 13F Founders Capital Management 89 0,00 10 11,11
2025-07-25 13F Fifth Third Wealth Advisors LLC 67.036 -0,07 7.787 13,33
2025-08-19 13F Asset Dedication, LLC 417 -61,57 48 -56,76
2025-08-07 13F Midland Wealth Advisors Llc 3.973 -13,31 462 -1,71
2025-08-11 13F Somerset Group LLC 2.519 -2,21 293 11,03
2025-08-04 13F Mesirow Financial Investment Management, Inc. 5.112 -4,72 594 8,01
2025-08-14 13F Mml Investors Services, Llc 113.492 -2,72 13 18,18
2025-07-14 13F Park Avenue Securities Llc 171.561 -0,41 20 11,76
2025-08-08 13F W.H. Cornerstone Investments Inc. 3.612 0,84 420 14,48
2025-08-06 13F Long Run Wealth Advisors, LLC 8.801 -6,90 1.022 5,58
2025-08-11 13F Eq Llc 4.616 2,21 536 16,02
2025-08-06 13F Columbia River Financial Group, LLC 0 -100,00 0
2025-08-08 13F Hartland & Co., LLC 629 0,00 73 14,06
2025-07-17 13F Janney Montgomery Scott LLC 52.561 20,07 6 50,00
2025-08-14 13F McIlrath & Eck, LLC 989 -17,45 115 -6,56
2025-08-12 13F Cornerstone Wealth Management, LLC 20.437 -13,26 2.374 -1,62
2025-08-14 13F EP Wealth Advisors, Inc. 18.871 25,11 2.192 41,97
2025-07-09 13F Dynamic Advisor Solutions LLC 8.828 1,15 1.025 14,78
2025-07-21 13F Impact Investors, Inc 25.510 22,31 2.963 38,78
2025-04-23 13F Aurora Private Wealth, Inc. 0 -100,00 0
2025-03-12 13F/A Private Capital Management Llc 863 -11,58 90 -9,18
2025-07-29 13F Aspiriant, Llc 13.494 0,00 1.567 13,47
2025-08-13 13F Trustmark National Bank Trust Department 4.372 0,00 508 13,42
2025-08-14 13F Betterment LLC 396.933 -3,17 46 12,20
2025-08-14 13F Comerica Bank 64.757 -4,38 7.522 8,46
2025-07-18 13F SOA Wealth Advisors, LLC. 12.643 -0,28 1.469 13,10
2025-07-11 13F Adirondack Trust Co 799 0,00 93 13,58
2025-07-22 13F Mascoma Wealth Management LLC 80.032 -3,23 9.296 9,77
2025-08-05 13F Dunhill Financial, LLC 89.751 -11,93 10.425 -0,11
2025-07-30 13F Principle Wealth Partners Llc 6.887 -2,27 800 10,82
2025-07-24 13F Eastern Bank 356 0,00 41 13,89
2025-08-13 13F Baird Financial Group, Inc. 10.091 8,17 1.172 22,72
2025-08-11 13F Perennial Investment Advisors, LLC 5.390 -0,99 626 12,39
2025-08-08 13F Larson Financial Group LLC 422 53,45 49 71,43
2025-08-13 13F Maia Wealth LLC 7.896 0,06 917 16,82
2025-05-01 13F Grant/GrossMendelsohn, LLC 14.538 0,00 1.470 -8,30
2025-07-10 13F Sovran Advisors, LLC 4.894 79,40 571 116,73
2025-07-16 13F/A CX Institutional 14.443 -5,99 2 0,00
2025-08-14 13F Ancora Advisors, LLC 1.150 0,00 134 13,68
2025-05-12 13F Sandy Spring Bank 700 0,00 72 -7,79
2025-08-05 13F Hills Bank & Trust Co 7.178 -1,37 834 11,81
2025-08-13 13F Johnson Financial Group, Inc. 59.117 4,02 6.867 17,99
2025-05-13 13F EPG Wealth Management LLC 0 -100,00 0
2025-08-12 13F Proequities, Inc. 0 0
2025-07-14 13F Clear Harbor Asset Management, LLC 12.174 0,00 1.414 13,48
2025-07-25 13F Atria Wealth Solutions, Inc. 16.547 -79,07 1.936 -76,08
2025-04-28 13F Fedenia Advisers LLC 0 -100,00 0
2025-08-08 13F Smithfield Trust Co 1.759 0,00 0
2025-07-31 13F Wealthfront Advisers Llc 20.423 -0,43 2.372 12,95
2025-08-08 13F Gts Securities Llc 36.508 185,87 4.241 224,41
2025-08-26 13F/A Thrivent Financial For Lutherans 44.190 -57,70 5 -54,55
2025-07-18 13F PFG Investments, LLC 94.359 0,95 10.961 14,50
2025-07-18 13F First Pacific Financial 7.779 -2,71 904 10,39
2025-07-14 13F Buttonwood Financial Group, LLC 4.395 -4,50 513 14,80
2025-08-06 13F Bensler, LLC 11.035 8,76 1.282 23,29
2025-08-13 13F Capital Analysts, Inc. 3.280 3,27 0
2025-08-11 13F Regal Investment Advisors LLC 10.820 -6,29 1.257 6,26
2025-07-21 13F Kennebec Savings Bank 189 17,39 22 31,25
2025-07-18 13F Trust Co Of Vermont 3.710 0,00 431 13,46
2025-07-21 13F Creative Capital Management Investments LLC 1.819 0,00 211 13,44
2025-08-14 13F Bnp Paribas Arbitrage, Sa 11.625 9,91 1.350 24,65
2025-07-21 13F Credential Qtrade Securities Inc. 11.582 -46,42 1.168 -40,70
2025-08-14 13F Citadel Advisors Llc 26.716 66,10 3.103 88,40
2025-07-22 13F JSF Financial, LLC 1.812 -55,65 210 -49,76
2025-07-22 13F Simplicity Wealth,LLC 0 -100,00 0
2025-08-12 13F WealthTrak Capital Management LLC 326 0,00 38 12,12
2025-08-14 13F Raymond James Financial Inc 171.839 -12,93 19.961 -1,24
2025-05-09 13F Frazier Financial Advisors, LLC 0 -100,00 0
2025-08-14 13F Gen-Wealth Partners Inc 2.956 -3,37 343 9,58
2025-08-13 13F Northwestern Mutual Wealth Management Co 35.435 15,45 4.116 30,96
2025-08-14 13F First Foundation Advisors 3.233 0,00 376 13,29
2025-07-24 13F Blair William & Co/il 22.689 -1,31 2.636 11,94
2025-08-07 13F Evoke Wealth, Llc 2.005 0,00 233 13,17
2025-08-08 13F Altfest L J & Co Inc 22.062 -2,13 2.563 11,01
2025-07-02 13F Boston Standard Wealth Management, LLC 11.204 -24,56 1.302 -15,56
2025-08-04 13F Rede Wealth, LLC 6.074 0,00 706 13,34
2025-08-12 13F Close Asset Management Ltd 3.715 0,00 0
2025-05-02 13F Capital A Wealth Management, LLC 302 0,00 31 -9,09
2025-05-15 13F/A Orion Portfolio Solutions, LLC 37.813 2,83 3.873 -4,47
2025-07-18 13F Trilogy Capital Inc. 3.044 9,42 354 24,30
2025-08-05 13F Snider Financial Group 1.809 210
2025-08-05 13F Gould Asset Management Llc /ca/ 5.182 0,97 602 14,48
2025-07-16 13F Kathmere Capital Management, LLC 6.310 -30,74 733 -21,54
2025-08-01 13F Bessemer Group Inc 1.130 0,00 0
2025-08-08 13F Cetera Investment Advisers 177.917 10,87 20.667 25,75
2025-07-15 13F Spectrum Planning & Advisory Services Inc. 3.473 -5,73 403 6,90
2025-07-28 13F Arlington Financial Advisors, LLC 20.110 1,45 2.336 15,08
2025-07-22 13F Merit Financial Group, LLC 15.545 30,30 1.806 47,83
2025-08-12 13F LPL Financial LLC 1.162.736 15,07 135.063 30,53
2025-07-11 13F Essex Savings Bank 1.809 210
2025-08-06 13F AE Wealth Management LLC 2.420 -85,56 281 -83,62
2025-07-25 13F Concurrent Investment Advisors, LLC 3.904 30,09 453 47,56
2025-08-08 13F Pnc Financial Services Group, Inc. 25.291 -12,07 2.938 -0,27
2025-07-14 13F S.A. Mason LLC 4.651 540
2025-08-11 13F Citigroup Inc 5.530 1,39 642 15,05
2025-08-14 13F Sequent Planning LLC 1.937 225
2025-04-22 13F Synergy Financial Management, LLC 0 -100,00 0
2025-08-07 13F PFG Advisors 0 -100,00 0
2025-08-14 13F Bank Of America Corp /de/ 1.440.776 -0,25 167.361 13,15
2025-08-13 13F First Trust Advisors Lp 2.567 29,97 298 47,52
2025-08-14 13F Erste Asset Management GmbH 52.207 0,00 6.064 2.536,52
2025-04-22 13F Castleview Partners, Llc 0 -100,00 0
2025-07-25 13F Apollon Wealth Management, LLC 11.536 28,45 1.340 45,81
2025-08-14 13F Destination Wealth Management 9.634 5,97 1.119 20,19
2025-08-14 13F Matrix Private Capital Group Llc 1.640 -2,96 191 9,83
2025-08-06 13F Modera Wealth Management, LLC 19.411 12,29 2.255 27,34
2025-07-11 13F Diversified Trust Co 1.882 219
2025-07-31 13F BIP Wealth, LLC 7.065 0,00 821 13,42
2025-07-30 13F Black Diamond Financial, LLC 1.826 212
2025-07-31 13F Ballast Advisors Llc 137 0,00 16 7,14
2025-07-17 13F Neumann Capital Management, LLC 36.148 0,14 4.199 13,58
2025-07-07 13F Lwm Advisors Inc 4.425 0,00 514 10,78
2025-08-13 13F Townsquare Capital Llc 0 -100,00 0
2025-07-15 13F Mather Group, Llc. 7.771 0,32 903 13,75
2025-08-14 13F Great Valley Advisor Group, Inc. 2.758 -19,85 320 -9,09
2025-07-21 13F Patriot Financial Group Insurance Agency, LLC 3.813 -4,29 443 8,33
2025-07-22 13F Gsa Capital Partners Llp 0 -100,00 0
2025-08-05 13F Sage Capital Management, LLC 2.835 0,00 329 13,45
2025-08-06 13F Wedbush Securities Inc 2.660 -5,27 0
2025-08-14 13F Boston Private Wealth Llc 6.487 754
2025-07-17 13F Hengehold Capital Management Llc 3.887 -6,94 452 5,62
2025-07-15 13F Armis Advisers, LLC 2.976 1,09 346 14,62
2025-08-14 13F Warren Averett Asset Management, LLC 16.852 0,00 1.958 13,45
2025-07-22 13F Romano Brothers And Company 8.580 -1,17 997 12,04
2025-08-07 13F Rossmore Private Capital 3.867 0,00 449 13,38
2025-08-12 13F Putnam Fl Investment Management Co 4.551 -13,33 529 -1,68
2025-08-12 13F YANKCOM Partnership 3.203 0,00 372 13,41
2025-07-29 13F Goldstein Advisors, LLC 3.052 -0,10 355 13,46
2025-07-23 13F Peak Financial Management, Inc. 6.130 -0,49 712 13,02
2025-07-31 13F LongView Asset Management LLC 6.954 -10,69 808 1,25
2025-07-08 13F Rise Advisors, LLC 1.330 0,23 155 14,07
2025-08-11 13F Western Wealth Management, LLC 5.261 1,66 611 15,28
2025-07-15 13F Cranbrook Wealth Management, LLC 36.811 1,64 4.276 15,26
2025-07-21 13F Sage Financial Management Group, Inc. 3.029 -4,15 0
2025-08-13 13F Quadrant Capital Group Llc 0 -100,00 0
2025-08-12 13F Manchester Capital Management LLC 144.040 -13,80 16.732 -2,22
2025-07-07 13F Insight Wealth Strategies, LLC 2.022 1,25 234 14,71
2025-08-14 13F Smartleaf Asset Management LLC 2.411 -4,74 279 7,75
2025-08-06 13F Adviser Investments LLC 8.046 -8,59 935 3,66
2025-07-09 13F Bank of New Hampshire 510 0,00 59 13,46
2025-07-29 13F Private Trust Co Na 606 -15,24 70 -4,11
2025-08-08 13F Avantax Advisory Services, Inc. 24.115 -6,85 2.801 5,66
2025-07-18 13F Bartlett & Co. Wealth Management Llc 5.763 0,00 669 13,39
2025-05-14 13F Patten Group, Inc. 0 -100,00 0
2025-08-05 13F Cherry Tree Wealth Management, LLC 96 0,00 11 22,22
2025-08-04 13F Flagship Harbor Advisors, Llc 10.152 19,11 1.179 35,21
2025-08-07 13F Midwest Trust Co 6.445 749
2025-08-04 13F Assetmark, Inc 47.024 5,66 5.462 19,86
2025-08-13 13F Twin Peaks Wealth Advisors, LLC 1.151 140
2025-08-01 13F Cobblestone Capital Advisors Llc /ny/ 7.640 0,00 887 13,43
2025-08-08 13F Foundations Investment Advisors, LLC 0 -100,00 0
2025-08-15 13F Brown Financial Advisors 2.300 0,00 267 13,62
2025-07-31 13F Fielder Capital Group LLC 3.365 -32,24 391 -23,23
2025-05-15 13F Glenmede Trust Co Na 75 0,00 8 -12,50
2025-08-01 13F Banco Santander, S.A. 2.000 0,00 232 13,73
2025-07-17 13F Tempus Wealth Planning, LLC 16.654 -0,52 1.935 12,84
2025-09-04 13F/A Advisor Group Holdings, Inc. 168.897 0,06 19.524 12,91
2025-04-29 13F Callan Capital, LLC 4.798 0,00 491 -7,01
2025-04-28 13F Buffington Mohr McNeal 3.293 -12,02 337 -18,20
2025-07-23 13F Nbt Bank N A /ny 4.771 0,00 554 13,52
2025-07-22 13F Prentiss Smith & Co Inc 2.168 0,00 252 13,06
2025-08-04 13F Arkadios Wealth Advisors 4.675 1,45 543 15,07
2025-08-13 13F West Wealth Group, LLC 3.756 -0,66 450 15,42
2025-08-13 13F Great Diamond Partners, LLC 10.216 -3,83 1.187 9,11
2025-07-30 13F Onyx Bridge Wealth Group LLC 17.217 -11,28 2.000 0,60
2025-08-07 13F Rollins Financial Advisors, LLC 6.035 0,00 701 13,43
2025-07-15 13F Ridgecrest Wealth Partners, Llc 2.038 0,00 237 13,46
2025-08-13 13F Cresset Asset Management, LLC 20.438 0,00 2.374 13,43
2025-07-17 13F Paradigm Financial Partners, Llc 2.771 -15,18 322 -3,89
2025-04-30 13F Peoples Bank /oh 0 -100,00 0 -100,00
2025-07-30 13F Brookstone Capital Management 6.067 10,11 705 24,82
2025-08-14 13F CoreCap Advisors, LLC 4.473 2,33 520 16,11
2025-04-23 13F Financial Life Planners 0 -100,00 0
2025-07-16 13F Cove Private Wealth, LLC 1.866 217
2025-08-01 13F Conscious Wealth Investments, Llc 20.586 1,55 2.484 16,73
2025-07-22 13F Old National Bancorp /in/ 4.476 520
2025-08-14 13F UBS Group AG 449.836 -3,11 52.253 9,90
2025-08-08 13F TD Capital Management LLC 1.178 0,26 137 13,33
2025-08-13 13F Shepherd Financial Partners LLC 20.875 -6,32 2.425 6,22
2025-08-14 13F Evergreen Capital Management Llc 21.909 -1,17 2.545 12,07
2025-08-01 13F Envestnet Asset Management Inc 1.984.501 -2,39 230.520 10,72
2025-08-14 13F/A Skopos Labs, Inc. 292 284,21 34 371,43
2025-07-09 13F Lifelong Wealth Advisors, Inc. 5.102 0,20 593 13,63
2025-07-22 13F Stanich Group LLC 23.341 -0,24 2.745 14,52
2025-08-13 13F Van Hulzen Asset Management, LLC 2.025 0,00 235 13,53
2025-07-07 13F Wesbanco Bank Inc 3.599 -2,04 418 11,17
2025-07-22 13F 4Thought Financial Group Inc. 2.182 4,25 253 18,22
2025-07-22 13F Dougherty Wealth Advisers LLC 401 0,00 47 12,20
2025-08-11 13F Private Advisor Group, LLC 119.623 -3,93 13.895 8,97
2025-08-14 13F Wells Fargo & Company/mn 222.286 0,64 25.821 14,16
2025-08-05 13F Tiaa Trust, National Association 4.530 -8,11 526 4,37
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent ESG Index Portfolio Class A 34.651 -17,36 4.025 -6,24
2025-08-13 13F Elios Financial Group Inc. 15.037 -7,46 1.747 4,93
2025-07-17 13F Hanson & Doremus Investment Management 171 0,00 0
2025-08-06 13F One Wealth Capital Management, Llc 7.358 1,69 855 15,25
2025-08-12 13F Eley Financial Management, Inc 22.582 -4,40 2.623 7,94
2025-04-21 13F Wealthspan Partners, Llc 0 -100,00 0
2025-07-18 13F Consolidated Portfolio Review Corp 8.642 -4,26 1.004 8,55
2025-08-14 13F RMB Capital Management, LLC 2.123 247
2025-07-15 13F Oregon Pacific Wealth Management, LLC 5.717 -0,56 664 12,93
2025-08-13 13F Rsm Us Wealth Management Llc 58.652 -10,29 6.813 1,76
2025-07-22 13F Miracle Mile Advisors, LLC 81.238 0,44 9.437 13,92
2025-07-25 13F Sequoia Financial Advisors, LLC 14.038 -3,57 1.631 9,40
2025-08-11 13F United Capital Financial Advisers, Llc 35.295 -5,19 4.100 7,53
2025-07-29 13F Salomon & Ludwin, LLC 474 0,00 55 14,58
2025-07-18 13F TruNorth Capital Management, LLC 3.349 0,00 389 13,45
2025-08-04 13F Savvy Advisors, Inc. 6.854 5,17 796 19,34
2025-07-21 13F Qrg Capital Management, Inc. 11.257 1.308
2025-07-25 13F Sovereign Financial Group, Inc. 3.154 -18,71 366 -7,81
2025-07-30 13F Whittier Trust Co Of Nevada Inc 11.237 -1,31 1.305 11,92
2025-07-21 13F Ascent Group, LLC 4.311 -7,21 501 5,26
2025-07-14 13F AdvisorNet Financial, Inc 5.136 0,67 597 14,18
2025-04-25 13F Benchmark Financial Wealth Advisors, LLC 0 -100,00 0
2025-07-31 13F Schneider Downs Wealth Management Advisors, LP 21.863 0,00 2.540 13,45
2025-08-07 13F Topel & Distasi Wealth Management, LLC 25.866 3,60 3.005 17,53
2025-08-14 13F Susquehanna International Group, Llp 19.176 -61,65 2.227 -56,50
2025-07-30 13F Evermay Wealth Management Llc 130 0,00 15 15,38
2025-08-14 13F Modern Wealth Management, LLC 20.960 878,07 2.435 1.011,42
2025-07-25 13F Gibson Capital, LLC 25.124 0,50 2.918 13,98
2025-07-10 13F SK Wealth Management, LLC 4.270 0,21 501 24,94
2025-07-29 13F Chicago Partners Investment Group LLC 23.478 0,28 2.817 15,45
2025-08-07 13F Sound View Wealth Advisors Group, LLC 2.694 0,00 313 13,45
2025-07-28 13F Mutual Advisors, LLC 1.928 233
2025-08-13 13F GeoWealth Management, LLC 23.817 -5,05 2.767 7,71
2025-07-29 13F Creekside Partners 24.708 -3,57 2.870 9,42
2025-07-09 13F Sapient Capital Llc 23.380 0,00 2.716 13,41
2025-08-11 13F Wealthgarden F.s. Llc 3.892 -4,68 466 11,48
2025-08-13 13F EverSource Wealth Advisors, LLC 5.986 -3,85 695 9,11
2025-05-12 13F Independent Advisor Alliance 0 -100,00 0
2025-07-09 13F Finley Financial, LLC 5.290 0,00 614 14,13
2025-08-08 13F Wrapmanager Inc 2.029 -28,51 236 -18,97
2025-07-30 13F Eqis Capital Management, Inc. 3.058 0,99 355 14,52
2025-08-05 13F Frederick Financial Consultants, LLC 1.864 217
2025-07-17 13F Sterling Investment Advisors, Ltd. 3.000 0,00 348 13,36
2025-08-04 13F Bristlecone Advisors, LLC 855 0,00 99 13,79
2025-08-12 13F Deutsche Bank Ag\ 4.550 0,00 529 13,55
2025-08-14 13F Atomi Financial Group, Inc. 4.219 0,00 490 13,43
2025-08-12 13F Gladstone Institutional Advisory LLC 2.082 0,14 242 13,68
2025-08-14 13F Hilltop Holdings Inc. 19.998 -0,34 2.323 13,04
2025-07-25 13F Envestnet Portfolio Solutions, Inc. 393.667 -11,66 45.728 0,21
2025-07-31 13F Cambridge Investment Research Advisors, Inc. 71.137 2,26 8 14,29
2025-07-30 13F Arbor Investment Advisors, LLC 2.776 0,07 322 13,38
2025-08-05 13F Ellevest, Inc. 4.713 0,00 547 13,49
2025-08-07 13F Brio Consultants, LLC 56.812 2,33 6.599 16,08
2025-08-15 13F Captrust Financial Advisors 151.893 2,08 17.644 15,78
2025-07-29 13F Two West Capital Advisors LLC 2.049 247
2025-08-14 13F Royal Bank Of Canada 169.546 6,08 19.694 20,33
2025-08-13 13F SCS Capital Management LLC 69.138 0,54 8.031 14,04
2025-08-14 13F Stifel Financial Corp 47.685 13,30 5.539 28,49
2025-08-14 13F Goldman Sachs Group Inc 228.571 -15,32 26.551 -3,95
2025-08-04 13F Pinnacle Associates Ltd 2.279 0,49 265 13,79
2025-07-09 13F Massmutual Trust Co Fsb/adv 15.036 2,23 1.747 15,94
2025-07-16 13F MBE Wealth Management, LLC 4.197 0,38 488 13,79
2025-08-04 13F Bordeaux Wealth Advisors LLC 12.000 0,00 1.394 13,44
2025-08-01 13F Ashton Thomas Private Wealth, LLC 6.477 752
2025-08-07 13F Resources Investment Advisors, LLC. 3.577 -14,98 416 -3,49
2025-08-14 13F Financial Advisory Service, Inc. 543 0,18 63 14,55
2025-08-29 13F Evolution Wealth Management Inc. 375 44
2025-08-11 13F One Capital Management, LLC 13.051 -64,07 1.516 -59,25
2025-08-13 13F Cerity Partners LLC 274.566 -6,14 31.894 6,47
2025-08-14 13F/A Rockefeller Capital Management L.P. 224.259 -17,98 31.696 13,20
2025-07-11 13F Hilltop Wealth Advisors, Llc 3.268 0,00 380 13,47
2025-07-30 13F Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma 1.780 0,00 207 18,39
2025-07-17 13F One Wealth Advisors, LLC 42.976 -1,71 4.992 11,50
2025-08-05 13F Huntington National Bank 127 13,51
2025-08-08 13F KBC Group NV 5.142 0,00 1
2025-08-14 13F Hrt Financial Lp 2.853 17,50 0
2025-08-12 13F Archer Investment Corp 304 0,00 35 12,90
2025-08-18 13F Hershey Financial Advisers, LLC 0 -100,00 0
2025-08-08 13F IMA Wealth, Inc. 402.011 -3,55 46.468 9,31
2025-08-14 13F Bbr Partners, Llc 44.345 40,72 5.151 59,62
2025-07-23 13F Valmark Advisers, Inc. 9.852 15,40 1.144 30,89
2025-08-14 13F Tennessee Valley Asset Management Partners 0 -100,00 0
2025-07-11 13F Bond & Devick Financial Network, Inc. 10.150 -5,56 1.179 7,18
2025-08-08 13F VERITY Wealth Advisors 7.299 0,00 848 13,39
2025-07-15 13F Hall Laurie J Trustee 3.350 389
2025-07-28 13F Cypress Wealth Services, LLC 2.578 299
2025-07-11 13F Capital Advantage, Inc. 2.081 -37,34 242 -34,15
2025-08-14 13F Abound Financial, Llc 0 -100,00 0
2025-08-06 13F Zevin Asset Management Llc 2.003 -14,66 0
2025-08-13 13F Russell Investments Group, Ltd. 16 -67,35 2 -80,00
2025-05-15 13F JDM Financial Group LLC 0 -100,00 0
2025-07-24 13F Jfs Wealth Advisors, Llc 1.731 -6,43 201 6,35
2025-08-05 13F Claro Advisors LLC 0 -100,00 0
2025-08-08 13F Laurel Wealth Planning LLC 36.411 -2,09 4.230 11,06
2025-07-31 13F Moment Partners, LLC 38.183 11,20 4.435 26,14
2025-08-14 13F LifePlan Investment Advisors, Inc. 6.260 -2,48 727 10,65
2025-08-05 13F Bank Of Montreal /can/ 59.027 0,05 6.857 13,49
2025-08-14 13F Fiduciary Trust Co 140.983 -1,73 16.377 11,46
2025-08-05 13F Bridgewater Advisors Inc. 4.524 -12,88 546 3,22
2025-08-08 13F Allianz Se 45.284 8,08 5.260 22,61
2025-07-15 13F Well Done, LLC 2.197 3,93 255 9,44
2025-07-17 13F HB Wealth Management, LLC 19.226 0,00 2.233 13,47
2025-07-25 13F Cwm, Llc 75.821 -0,34 9 14,29
2025-08-12 13F Weaver Consulting Group 2.220 0,00 258 13,22
2025-07-22 13F Sage Financial Group Inc 12.731 -2,49 1.479 10,55
2025-07-22 13F Rockingstone Advisors LLC 3.696 0,00 429 13,49
2025-07-23 13F Kingswood Wealth Advisors, Llc 8.954 1,84 1.040 15,56
2025-08-14 13F Mariner, LLC 344.330 6,70 39.990 21,00
2025-07-24 13F Us Bancorp \de\ 342.968 -0,13 39.839 13,28
2025-07-24 13F MA Private Wealth 11.343 0,00 1.318 13,44
2025-08-07 13F Verus Capital Partners, Llc 3.324 -0,66 386 12,87
2025-04-10 13F Bremer Bank National Association 4.747 -14,02 486 -20,07
2025-08-04 13F Mayflower Financial Advisors, LLC 4.238 0,00 492 13,36
2025-08-07 13F Kestra Private Wealth Services, Llc 6.225 0,16 723 13,68
2025-07-08 13F Braun-Bostich & Associates Inc. 2.336 -2,42 271 10,61
2025-07-14 13F Leonard Rickey Investment Advisors P.L.L.C. 3.292 0,00 382 16,82
2025-08-05 13F American Capital Advisory, LLC 9 0,00 1
2025-07-18 13F Childress Capital Advisors, Llc 32.425 0,00 3.766 13,43
2025-08-12 13F J.w. Cole Advisors, Inc. 5.314 64,22 617 86,40
2025-08-14 13F Federation des caisses Desjardins du Quebec 1.648 0,00 191 13,69
2025-07-28 13F Harbour Investments, Inc. 7.528 3,28 874 17,16
2025-07-23 13F 1 North Wealth Services Llc 55 0,00 6 20,00
2025-08-11 13F Aptus Capital Advisors, LLC 13.676 -15,74 1.589 -4,45
2025-08-13 13F Marshall Wace, Llp 3.821 444
2025-05-16 13F Coppell Advisory Solutions LLC 0 -100,00 0
2025-07-22 13F Gemmer Asset Management LLC 130.422 1,46 15.150 15,08
2025-07-29 13F Horst & Graben Wealth Management LLC 29.797 -4,78 3.461 8,02
2025-08-11 13F Theory Financial Llc 5.913 4,58 708 22,28
2025-08-13 13F Kilter Group LLC 214 25
2025-08-11 13F TD Waterhouse Canada Inc. 296 0,00 34 13,33
2025-08-14 13F Potentia Wealth 12.068 -1,04 1.402 12,26
2025-07-21 13F Ameriflex Group, Inc. 467 -10,36 54 0,00
2025-08-12 13F O'shaughnessy Asset Management, Llc 6.637 -31,32 771 -22,14
2025-07-11 13F My Legacy Advisors, LLC 2.698 -18,56 318 -6,19
2025-07-30 13F MEMBERS Trust Co 5.349 0,00 621 13,53
2025-08-19 13F/A Pitcairn Co 13.658 -54,83 1.587 -48,77
2025-08-14 13F AllSquare Wealth Management LLC 1.767 0,00 205 13,89
2025-08-11 13F MainStreet Investment Advisors LLC 14.429 2,33 1.676 16,07
2025-07-17 13F Nelson, Van Denburg & Campbell Wealth Management Group, LLC 2.025 -0,74 235 12,98
2025-04-21 13F ORG Partners LLC 0 -100,00 0
2025-08-13 13F SageView Advisory Group, LLC 41.072 -1,93 4.955 15,53
2025-08-12 13F Atlas Capital Advisors Llc 1.754 0,00 204 13,41
2025-08-14 13F Mercer Global Advisors Inc /adv 98.854 -15,74 11.483 -4,43
2025-08-12 13F Fortis Capital Management LLC 5.988 0,23 696 13,75
2025-07-18 13F Forbes J M & Co Llp 26.938 5,21 3.129 19,34
2025-07-21 13F Financial Services Advisory Inc 2.872 334
2025-07-28 13F Boston Trust Walden Corp 19.003 -0,34 2.207 13,06
2025-08-14 13F Wiley Bros.-aintree Capital, Llc 31.734 8,79 3.668 20,74
2025-07-25 13F NorthRock Partners, LLC 8.086 -0,74 939 12,59
2025-08-04 13F Creative Financial Designs Inc /adv 2.307 -11,98 268 -0,37
2025-08-12 13F Ameritas Investment Partners, Inc. 15.757 -0,37 1.830 13,03
2025-08-12 13F Franklin Resources Inc 25.814 -19,06 2.999 -8,18
2025-08-12 13F MAI Capital Management 1.874 -1,42 218 11,86
2025-07-14 13F Golden State Equity Partners 1.804 -69,28 210 -65,22
2025-07-23 13F Sax Wealth Advisors, Llc 12.696 6,40 1.475 20,72
2025-07-15 13F Retirement Income Solutions, Inc 4.392 -23,71 510 -13,41
2025-07-10 13F Charter Oak Capital Management, LLC 16.460 -0,59 1.912 12,74
2025-05-05 13F Lindbrook Capital, Llc 5.066 0,00 519 -7,17
2025-07-07 13F Bangor Savings Bank 25.694 -1,50 2.985 11,72
2025-07-16 13F St Germain D J Co Inc 49.577 2,83 5.759 16,63
2025-07-17 13F New Covenant Trust Company, N.A. 2.256 261
2025-08-07 13F Bradley & Co. Private Wealth Management, LLC 2.881 0,00 335 13,22
2025-08-11 13F Heritage Wealth Advisors 180 0,00 21 11,11
2025-08-14 13F Sei Investments Co 290.834 4,67 33.783 18,72
2025-08-13 13F StoneX Group Inc. 0 -100,00 0 -100,00
2025-08-12 13F Umpqua Bank 38.261 -10,06 4.464 2,48
2025-08-14 13F Ausdal Financial Partners, Inc. 1.743 202
2025-08-14 13F Ameriprise Financial Inc 931.931 -5,78 108.329 6,91
2025-07-28 13F RFG Advisory, LLC 11.191 -2,86 1.300 10,18
2025-08-14 13F Colony Group, LLC 81.495 65,91 9.467 88,19
2025-07-10 13F Brooklyn FI, LLC 6.168 0,00 716 13,47
2025-07-21 13F DHJJ Financial Advisors, Ltd. 960 120,18 112 152,27
2025-07-16 13F Perigon Wealth Management, LLC 48.115 -19,63 5.589 -8,84
2025-08-13 13F Oxler Private Wealth LLC 3.180 0,22 369 13,89
2025-07-21 13F West Financial Advisors, LLC 4.971 0,30 577 13,81
2025-08-12 13F SRS Capital Advisors, Inc. 3.200 -50,00 372 -43,36
2025-08-11 13F Wealthspire Advisors, LLC 71.182 -2,47 8.268 10,62
2025-08-14 13F Arete Wealth Advisors, LLC 3.304 0,46 0
2025-08-13 13F M&t Bank Corp 2.232 0,00 259 13,60
2025-07-22 13F Macroview Investment Management Llc 2.607 303
2025-08-05 13F Crestwood Advisors Group LLC 4.216 0,00 490 13,46
2025-08-04 13F Atria Investments Llc 6.625 2,22 770 15,99
2025-07-11 13F Farther Finance Advisors, LLC 12.726 0,68 1.478 13,69
2025-08-05 13F Tsfg, Llc 6 0,00 0
2025-07-25 13F Wealth Advisory Team LLC 9.724 1.130
2025-07-25 13F JustInvest LLC 3.754 0,00 436 13,54
2025-08-12 13F Erickson Financial Group, LLC 2.486 -0,08 289 13,39
2025-08-13 13F Harfst & Associates, Inc. 7.395 -1,32 859 11,99
2025-08-18 13F/A Kestra Investment Management, LLC 2.010 -0,54 233 13,11
2025-07-21 13F Ameritas Advisory Services, LLC 85.162 -32,84 9.892 -23,84
2025-07-24 13F Ulland Investment Advisors, LLC 6.010 -3,99 1
2025-07-25 13F Natural Investments, Llc 99.643 5,97 12 22,22
2025-08-01 13F Financial Counselors Inc 0 -100,00 0
2025-08-08 13F Atlantic Trust, LLC 1.403 0,00 163 13,29
2025-08-15 13F Kestra Advisory Services, LLC 25.113 23,82 2.917 40,44
2025-08-07 13F CENTRAL TRUST Co 166 -39,42 19 -32,14
2025-07-28 13F Sagespring Wealth Partners, Llc 8.471 8,09 984 22,57
2025-08-12 13F CIBC Private Wealth Group, LLC 11.370 0,00 1.321 26,80
2025-04-29 13F Financial Network Wealth Management LLC 1.750 0
2025-08-11 13F Sofi Wealth, Llc 19.886 65,40 2.310 87,57
2025-08-11 13F Principal Securities, Inc. 1.342 -31,39 156 -27,91
2025-07-16 13F Diversified Enterprises, LLC 34.360 20,11 3.991 36,26
2025-07-29 13F Harbor Asset Planning, Inc. 5.979 694
2025-07-30 13F Blume Capital Management, Inc. 3.350 0,00 389 13,41
2025-07-25 13F Johnson Investment Counsel Inc 2.500 -28,57 290 -18,99
2025-08-04 13F Spire Wealth Management 14.376 -9,72 1.670 2,39
2025-08-13 13F Mount Yale Investment Advisors, LLC 1.282 149
2025-08-14 13F Kovitz Investment Group Partners, LLC 44.763 -3,75 5.200 9,18
2025-08-11 13F Cornerstone Planning Group LLC 131 -51,12 16 -42,31
2025-07-23 13F WoodTrust Financial Corp 0 -100,00 0
2025-08-14 13F Integrated Wealth Concepts LLC 33.814 8,49 3.928 23,06
2025-07-10 13F Sharkey, Howes & Javer 24.555 -1,79 2.852 11,41
2025-08-06 13F/A Flagship Private Wealth, LLC 1.915 222
2025-08-13 13F Continuum Advisory, LLC 12.048 -0,07 1.399 13,37
2025-08-13 13F Jones Financial Companies Lllp 16.043 15,78 1.856 31,28
2025-07-24 13F IFP Advisors, Inc 510 -59,72 59 -54,26
2025-07-16 13F Magnus Financial Group LLC 4.805 0,73 558 14,34
2025-07-22 13F Financial Insights, Inc. 17.442 -18,41 2.026 -7,45
2025-07-07 13F Centurion Wealth Management LLC 2.735 -3,29 318 1,93
2025-07-15 13F Smith & Howard Wealth Management, LLC 2.038 -1,92 237 11,32
2025-07-17 13F Tritonpoint Wealth, Llc 2.090 0,00 243 13,08
2025-07-31 13F AlTi Global, Inc. 0 -100,00 0
2025-07-08 13F Lowe Wealth Advisors, LLC 1.388 0,00 161 13,38
2025-08-05 13F Kesler, Norman & Wride, LLC 6.098 0,00 708 13,46
2025-08-15 13F Morgan Stanley 3.830.802 -1,87 444.986 11,31
2025-08-14 13F Headinvest, Llc 52.287 0,08 6.074 13,51
2025-08-01 13F May Hill Capital, LLC 2.139 0,00 248 13,24
2025-07-15 13F BigSur Wealth Management LLC 20.000 0,00 2.323 13,43
2025-07-08 13F Gradient Investments LLC 41.951 -15,45 4.873 -4,09
2025-07-17 13F Clean Yield Group 0 -100,00 0 -100,00
2025-07-24 13F JNBA Financial Advisors 2.666 -0,26 310 13,19
2025-07-24 13F KFA Private Wealth Group, LLC 3.629 -8,66 422 3,69
2025-07-11 13F Colorado Capital Management, Inc. 2.707 0,00 0
2025-07-24 13F Coordinated Financial Services, Inc. 3.956 0,00 460 5,28
2025-04-21 13F PSI Advisors, LLC 0 -100,00 0
2025-07-25 13F PrairieView Partners, LLC 1.034 0,00 0
2025-07-08 13F Prism Advisors, Inc. 4.274 -20,51 496 -9,82
2025-08-01 13F Zhang Financial LLC 0 -100,00 0
2025-07-09 13F Parkside Advisors LLC 3.361 0,00 390 13,37
2025-07-07 13F Zevenbergen Capital Investments Llc 6.075 -10,00 706 2,03
2025-08-06 13F Decker Retirement Planning Inc. 8.142 33.825,00 946 47.150,00
2025-08-13 13F Milestone Investment Advisors LLC 3.051 -0,13 354 13,46
2025-08-12 13F Journey Strategic Wealth Llc 3.549 -12,09 412 -0,24
2025-08-13 13F Colonial Trust Advisors 500 0,00 58 13,73
2025-08-06 13F First Horizon Advisors, Inc. 12.451 -57,04 1.446 -51,28
2025-08-13 13F Baker Avenue Asset Management, LP 13.703 -8,01 1.592 4,33
2025-08-06 13F Walkner Condon Financial Advisors LLC 4.403 -3,57 511 9,42
2025-08-07 13F Pinnacle Wealth Management Advisory Group, LLC 1.740 202
2025-08-12 13F Howe & Rusling Inc 2.102 0,43 244 14,02
2025-07-08 13F Morris Retirement Advisors, LLC 2.874 15,98 334 31,62
2025-07-10 13F Burns J W & Co Inc/ny 2.900 36,53 337 54,84
2025-07-25 13F Strategic Point Investment Advisors, LLC 59.451 -6,63 6.906 5,90
2025-08-04 13F Migdal Insurance & Financial Holdings Ltd. 125 0,00 0
2025-07-23 13F Litman Gregory Asset Management LLC 42.217 5,44 4.904 19,59
2025-08-12 13F Jpmorgan Chase & Co 1.196.215 -3,59 138.952 9,35
2025-08-11 13F PFG Private Wealth Management, LLC 0 -100,00 0
2025-07-10 13F Focus Financial Network, Inc. 10.125 -16,57 1.176 -5,31
2025-07-25 13F Wealth Architects, LLC 3.662 0,00 425 13,33
2025-08-04 13F Pensionmark Financial Group, Llc 8.843 -3,57 1.027 9,37
2025-08-13 13F Lido Advisors, LLC 28.991 0,00 3.368 13,44
2025-07-17 13F Johnson Bixby & Associates, LLC 4.811 -2,93 559 10,06
2025-08-05 13F Allodium Investment Consultants, LLC 20.639 6,84 2.397 21,18
2025-07-17 13F Keystone Global Partners, LLC 0 -100,00 0
2025-07-07 13F Investors Research Corp 15.166 0,71 1.762 14,20
2025-08-18 13F Geneos Wealth Management Inc. 4.579 199,28 532 240,38
2025-08-08 13F Wealth Alliance 7.819 -3,92 908 9,00
2025-07-18 13F Parsons Capital Management Inc/ri 4.826 -2,03 561 11,11
2025-07-18 13F Pennsylvania Capital Management Inc /adv 26.242 0,00 3.048 13,44
2025-08-15 13F Equitable Holdings, Inc. 28.778 -7,40 3.343 5,03
2025-08-27 13F/A Brinker Capital Investments, LLC 25.459 -32,67 2.957 -23,63
2025-08-08 13F Bailard, Inc. 30.685 -10,49 3.564 1,54
2025-08-06 13F Golden State Wealth Management, LLC 6.014 -1,22 699 12,04
2025-07-28 13F Revolve Wealth Partners, LLC 17.896 3,37 2.079 17,27
2025-07-30 13F Strategic Blueprint, LLC 4.129 -20,41 480 -9,79
2025-08-12 13F Investor's Fiduciary Advisor Network, LLC 20.010 -26,68 2 0,00
2025-08-14 13F Mission Creek Capital Partners, Inc. 4.353 -9,56 506 2,64
2025-07-30 13F Wbh Advisory Inc 3.359 1,21 390 15,04
2025-07-23 13F Dohj, Llc 30.860 -38,28 3.027 -40,88
2025-08-12 13F Allen Capital Group, LLC 0 -100,00 0
2025-07-25 13F Concord Wealth Partners 4.457 -4,40 518 8,39
2025-08-05 13F Bank of New York Mellon Corp 1.148.473 3,46 133.407 17,35
2025-07-11 13F Myecfo, Llc 2.560 -34,36 297 -25,56
2025-05-13 13F Aviso Financial Inc. 0 -100,00 0
2025-08-13 13F Renaissance Technologies Llc 3.500 52,17 407 72,77
2025-08-14 13F Citadel Advisors Llc Call 0 -100,00 0
2025-08-01 13F Austin Private Wealth, LLC 12.116 2,97 1.407 16,76
2025-08-14 13F CIBC World Markets Inc. 1.785 -16,39 207 -5,05
2025-05-05 13F Eagle Bay Advisors LLC 0 -100,00 0 -100,00
2025-07-18 13F Truist Financial Corp 186.536 -1,22 21.668 12,05
2025-08-14 13F Citadel Advisors Llc Put 0 -100,00 0
2025-07-07 13F Wilson & Boucher Capital Management, LLC 2.800 0,00 325 13,64
2025-08-25 13F Hilltop Partners LLC 4.485 23,08 521 39,41
2025-08-11 13F CFS Investment Advisory Services, LLC 1.759 0
2025-08-14 13F Glenmede Investment Management, LP 75 9
2025-07-10 13F Global Financial Private Client, LLC 0 -100,00 0
2025-07-15 13F Affinity Wealth Management Llc 3.133 0,00 364 13,44
2025-07-17 13F Willow Creek Wealth Management Inc. 7.361 0,11 855 13,55
2025-08-08 13F Creative Planning 182.760 -0,18 21.229 13,23
2025-08-07 13F Keystone Financial Services 6.523 -8,32 758 3,98
2025-07-18 13F Institute for Wealth Management, LLC. 28.636 -2,02 3.326 11,13
2025-07-25 13F We Are One Seven, LLC 12.436 7,27 1.445 21,65
2025-08-18 13F Hollencrest Capital Management 1.171 427,48 136 518,18
2025-08-11 13F Ritter Daniher Financial Advisory LLC / DE 2.500 -16,67 290 -5,54
2025-08-04 13F WNY Asset Management, LLC 5.376 0,02 625 13,45
2025-08-12 13F Richmond Investment Services, LLC 1.851 215
2025-08-18 13F/A National Bank Of Canada /fi/ 14.104 2,66 1.638 16,43
2025-07-07 13F Capital Asset Advisory Services LLC 3.072 44,84 356 62,56
2025-08-06 13F Trillium Asset Management, Llc 72.647 -31,19 8.439 -21,95
2025-08-07 13F Addison Advisors LLC 4.073 0,00 473 13,43
2025-08-06 13F Atlantic Union Bankshares Corp 700 81
2025-08-07 13F Parkside Financial Bank & Trust 1.230 0,00 143 13,60
2025-08-14 13F Qube Research & Technologies Ltd 31 -92,49 4 -92,86
2025-07-30 13F Pittenger & Anderson Inc 985 0,00 114 14,00
2025-07-29 13F Altus Wealth Group LLC 4.895 0,00 569 13,37
2025-07-23 13F Heck Capital Advisors, LLC 3.683 7,47 428 22,00
2025-06-27 13F Copley Financial Group, Inc. 1.982 0,00 219 0,00
2025-07-16 13F Old Port Advisors 2.103 0,00 244 13,49
2025-07-23 13F Vontobel Holding Ltd. 8.031 0,26 933 13,66
2025-08-14 13F Jane Street Group, Llc 5.904 686
2025-08-07 13F Tilson Financial Group, Inc. 1.998 0,00 0
2025-07-23 13F Traphagen Investment Advisors Llc 4.876 -12,03 566 -0,18
2025-07-09 13F Beacon Financial Group 3.188 -0,72 370 12,80
2025-07-18 13F Vicus Capital 18.102 2,80 2.103 16,58
2025-05-13 13F Northern Trust Corp 0 -100,00 0
2025-08-05 13F Sigma Planning Corp 9.340 0,09 1.085 13,51
2025-08-05 13F GPS Wealth Strategies Group, LLC 2.347 0,04 273 13,33
2025-08-12 13F Steward Partners Investment Advisory, Llc 27.322 2,97 3.174 16,78
2025-08-12 13F Coldstream Capital Management Inc 12.208 -12,96 1.418 -1,25
2025-04-14 13F Toth Financial Advisory Corp 0 -100,00 0
2025-07-10 13F Oliver Lagore Vanvalin Investment Group 646 0,78 66 -5,71
2025-08-08 13F Firestone Capital Management 1.906 221
2025-08-11 13F Dorsey & Whitney Trust CO LLC 7.735 -12,95 898 -1,32
2025-08-15 13F Keel Point, LLC 2.564 0,00 298 13,36
2025-07-22 13F Hill Island Financial Llc 6.969 -93,08 810 -92,16
2025-07-30 13F D.a. Davidson & Co. 8.598 -0,03 999 13,41
2025-07-29 13F Mattson Financial Services, LLC 0 -100,00 0
2025-08-13 13F Millstone Evans Group, LLC 220 26
2025-08-14 13F GWM Advisors LLC 27.872 -2,16 3.238 10,97
2025-05-16 13F Coordinated Financial Services, Inc./CO 3.956 405
2025-08-12 13F BlackRock, Inc. 5.657 -11,11 657 0,92
2025-07-14 13F UMA Financial Services, Inc. 181 -0,55 21 16,67
2025-07-30 13F Whittier Trust Co 13.940 0,00 1.619 13,45
2025-08-14 13F Snowden Capital Advisors LLC 22.287 -8,15 2.589 4,19
2025-07-23 13F Venturi Wealth Management, LLC 4.585 -4,58 533 8,13
2025-08-08 13F Accredited Investors Inc. 27.849 -18,60 3.235 -7,68
2025-08-11 13F Strategic Wealth Partners, Ltd. 2 0
2025-07-15 13F Fifth Third Bancorp 9.276 -1,80 1.078 11,38
2025-05-13 13F DDFG, Inc 0 -100,00 0
2025-08-15 13F Tower Research Capital LLC (TRC) 14.766 165,48 1.715 201,41
2025-08-12 13F AlphaCore Capital LLC 5.470 132,77 635 164,58
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