IDV - iShares Trust - iShares International Select Dividend ETF Azioni - Prezzo delle azioni, proprietà istituzionale, azionisti (BATS)

iShares Trust - iShares International Select Dividend ETF
US ˙ BATS ˙ US4642884484

Statistiche di base
Proprietari istituzionali 519 total, 516 long only, 0 short only, 3 long/short - change of 13,76% MRQ
Allocazione media del portafoglio 0.2967 % - change of 33,71% MRQ
Azioni istituzionali (Long) 97.395.730 (ex 13D/G) - change of 20,98MM shares 27,46% MRQ
Valore istituzionale (Long) $ 2.970.324 USD ($1000)
Proprietà istituzionale e azionisti

iShares Trust - iShares International Select Dividend ETF (US:IDV) ha 519 proprietari istituzionali e azionisti che hanno presentato i moduli 13D/G o 13F alla Securities Exchange Commission (SEC). Queste istituzioni detengono un totale di 97,395,730 azioni. I maggiori azionisti includono Bank Of America Corp /de/, Gallagher Fiduciary Advisors, LLC, Morgan Stanley, Envestnet Asset Management Inc, Ameriprise Financial Inc, Wells Fargo & Company/mn, Mercer Global Advisors Inc /adv, UBS Group AG, Bank of New York Mellon Corp, and LPL Financial LLC .

(iShares Trust - iShares International Select Dividend ETF (BATS:IDV) 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 36,37 / share. Previously, on September 6, 2024, the share price was 29,32 / share. This represents an increase of 24,05% over that period.

IDV / iShares Trust - iShares International Select Dividend 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.

IDV / iShares Trust - iShares International Select Dividend 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
(%)
2025-07-31 13F CVA Family Office, LLC 432 2,37 15 7,69
2025-07-25 13F Concord Asset Management, LLC/VA 40.240 1.389
2025-08-13 13F Beacon Pointe Advisors, LLC 64.147 33,81 2.214 48,82
2025-08-14 13F Wharton Business Group, LLC 42.170 33,15 4
2025-05-14 13F BancorpSouth Bank 0 -100,00 0 -100,00
2025-07-08 13F Parallel Advisors, LLC 521.042 -1,30 17.981 9,81
2025-08-14 13F Diversify Advisory Services, LLC 24.685 903
2025-08-14 13F Cove Street Capital, LLC 12.265 0,00 423 11,32
2025-07-30 13F Fusion Family Wealth LLC 17.498 0,00 604 11,25
2025-08-05 13F Westside Investment Management, Inc. 450 0,00 16 15,38
2025-08-13 13F Keystone Financial Group 11.066 6,59 382 18,32
2025-07-21 13F TFG Advisers LLC 6.848 1,60 236 12,92
2025-07-09 13F Lbmc Investment Advisors, Llc 17.360 0,07 599 11,34
2025-08-14 13F Betterment LLC 8.698 0
2025-07-29 13F Stratos Wealth Partners, LTD. 7.079 3,72 244 15,64
2025-08-07 13F Ibex Wealth Advisors 19.756 682
2025-07-14 13F U.S. Capital Wealth Advisors, LLC 15.046 -1,87 519 9,26
2025-07-16 13F Independent Wealth Network Inc. 21.062 2,83 727 14,33
2025-04-28 13F Coastline Trust Co 0 -100,00 0
2025-07-17 13F Fiduciary Advisors, Inc. 1.094 2,34 38 12,12
2025-08-05 13F Atlas Private Wealth Advisors 16.000 -28,57 552 -20,46
2025-07-22 13F Siligmueller & Norvid Wealth Advisors LLC 36.124 13,08 1.264 27,58
2025-08-18 13F/A National Bank Of Canada /fi/ 368.174 27,42 12.706 41,75
2025-08-19 13F Advisory Services Network, LLC 28.379 135,12 989 164,44
2025-07-30 13F D.a. Davidson & Co. 182.442 1,22 6.296 12,61
2025-08-11 13F Landaas & Co /wi /adv 18.756 6,88 647 18,93
2025-08-05 13F GPS Wealth Strategies Group, LLC 805 -14,63 28 -6,90
2025-08-04 13F Balentine LLC 64.150 4,33 2.214 16,05
2025-08-06 13F North Capital, Inc. 4.573 -2,85 158 7,53
2025-07-14 13F UMA Financial Services, Inc. 416 106,97 14 133,33
2025-05-02 13F Prevail Innovative Wealth Advisors, Llc 0 -100,00 0
2025-08-13 13F Fiduciary Group LLC 12.081 -0,02 417 11,23
2025-08-14 13F Citadel Advisors Llc Call 11.300 -50,44 390 -44,98
2025-08-14 13F DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 28 2
2025-07-21 13F Precedent Wealth Partners, Llc 32.218 -2,93 1.112 7,97
2025-08-14 13F Citadel Advisors Llc 388.424 13.405
2025-08-14 13F Citadel Advisors Llc Put 23.100 38,32 797 53,86
2025-08-13 13F Summit Financial, LLC 15.612 -4,23 539 6,53
2025-08-12 13F Proequities, Inc. 0 0
2025-08-12 13F Retirement Planning Co of New England, Inc. 6.230 215
2025-08-13 13F Argyle Capital Partners, LLC 53.532 26,32 1.847 40,56
2025-08-05 13F Elyxium Wealth, LLC 7.200 0,00 248 11,21
2025-08-08 13F Emerald Investment Partners, Llc 4.100 0,00 141 11,02
2025-08-11 13F First American Trust, Fsb 67.193 2,88 2.319 14,47
2025-05-12 13F Blueprint Investment Partners LLC 0 -100,00 0 -100,00
2025-08-14 13F Strategic Wealth Designers 63 2
2025-08-13 13F Fort Sheridan Advisors Llc 17.278 0,00 596 11,40
2025-08-14 13F Bnp Paribas Arbitrage, Sa 0 -100,00 0
2025-07-16 13F/A CX Institutional 214.017 -5,67 7 0,00
2025-08-14 13F CIBC World Markets Inc. 15.074 -42,01 520 -35,48
2025-07-30 13F Bogart Wealth, LLC 1.814 0,00 63 10,71
2025-07-11 13F SILVER OAK SECURITIES, Inc 4.534 156
2025-08-18 13F Front Row Advisors LLC 3.379 0,00 117 11,54
2025-08-01 13F Liberty Wealth Management Llc 5.844 -94,03 202 6.600,00
2025-08-14 13F Benjamin Edwards Inc 13.089 26,44 452 40,50
2025-07-18 13F Madrona Financial Services, LLC 7.152 5,86 247 17,70
2025-05-13 13F Heck Capital Advisors, LLC 0 -100,00 0 -100,00
2025-08-07 13F Allworth Financial LP 884 14,66 31 25,00
2025-07-23 13F WESPAC Advisors, LLC 6.223 215
2025-08-08 13F Creative Planning 148.314 2,58 5.118 14,14
2025-05-14 13F Oarsman Capital, Inc. 0 -100,00 0 -100,00
2025-07-08 13F Zrc Wealth Management, Llc 3.546 0,00 122 11,93
2025-07-28 13F Patten & Patten Inc/tn 19.365 4,82 668 16,58
2025-08-08 13F Citizens Financial Group Inc/ri 20.707 90,46 715 111,87
2025-08-06 13F Commonwealth Equity Services, Llc 732.843 77,79 25 108,33
2025-07-31 13F Buckingham Strategic Partners 89.553 2,25 3.091 13,77
2025-08-08 13F Kingsview Wealth Management, LLC 185.853 460,24 6.414 523,23
2025-07-10 13F Wealth Enhancement Advisory Services, Llc 188.584 -2,54 6.578 9,58
2025-08-14 13F Synovus Financial Corp 139.139 -1,73 4.802 9,31
2025-07-30 13F Financial Perspectives, Inc 59.077 0,59 2.039 11,92
2025-08-06 13F Columbia River Financial Group, LLC 27.922 -8,88 1
2025-07-21 13F Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 68.056 7,70 2.349 19,80
2025-07-29 13F Fundamentun, Llc 22.473 -21,85 776 -13,12
2025-07-16 13F Kerntke Otto McGlone Wealth Management Group 23.941 -5,23 826 5,49
2025-07-25 13F Fifth Third Wealth Advisors LLC 30.213 -32,61 1.043 -25,04
2025-07-18 13F Community Bank & Trust, Waco, Texas 9.897 0,00 0
2025-07-10 13F Sovran Advisors, LLC 67.014 2.333
2025-07-22 13F Merit Financial Group, LLC 10.331 3,86 357 15,58
2025-05-14 13F Venture Visionary Partners LLC 0 -100,00 0
2025-08-18 13F Geneos Wealth Management Inc. 4.590 -0,46 158 10,49
2025-05-12 13F Citigroup Inc 0 -100,00 0
2025-07-23 13F Integris Wealth Management, LLC 16.386 -3,52 565 7,41
2025-08-14 13F McIlrath & Eck, LLC 628 0,00 22 10,53
2025-08-14 13F Mml Investors Services, Llc 121.060 -1,54 4 33,33
2025-08-06 13F Prospera Financial Services Inc 24.490 120,71 845 145,64
2025-07-17 13F Janney Montgomery Scott LLC 454.659 -3,50 16 7,14
2025-08-11 13F Brown Brothers Harriman & Co 4.861 168
2025-07-15 13F Main Street Group, LTD 109 1,87 4 0,00
2025-05-14 13F Flow Traders U.s. Llc 0 -100,00 0
2025-08-13 13F Trustmark National Bank Trust Department 46.205 72,43 1.595 91,82
2025-08-14 13F Gotham Asset Management, LLC 33.217 32,87 1.146 47,87
2025-07-29 13F Aspiriant, Llc 13.655 -0,01 471 11,35
2025-08-13 13F Northwestern Mutual Wealth Management Co 504.393 10,54 17.407 22,98
2025-07-21 13F Monticello Wealth Management, Llc 11.514 0,00 397 11,20
2025-08-15 13F CI Private Wealth, LLC 17.715 9,93 612 22,44
2025-07-25 13F Prostatis Group LLC 0 -100,00 0
2025-05-12 13F Sandy Spring Bank 281 0,00 9 14,29
2025-08-14 13F Integrated Wealth Concepts LLC 53.241 -2,57 1.837 8,38
2025-08-12 13F Change Path, LLC 25.627 155,89 884 185,16
2025-07-17 13F Halbert Hargrove Global Advisors, Llc 3.808 -2,36 131 9,17
2025-07-24 13F Brandywine Oak Private Wealth Llc 28.786 0,00 993 11,32
2025-08-26 13F/A Thrivent Financial For Lutherans 74.645 2,12 3 0,00
2025-07-24 13F Eastern Bank 2.164 0,00 75 10,45
2025-05-15 13F Grayhawk Investment Strategies Inc. 18.810 0,00 583 13,20
2025-07-23 13F Arcadia Investment Advisors Llc 3.344 0,00 115 11,65
2025-07-17 13F Beacon Capital Management, LLC 154 5
2025-08-13 13F Baird Financial Group, Inc. 222.794 0,68 7.689 12,00
2025-07-25 13F Atria Wealth Solutions, Inc. 38.544 -25,95 1.333 -17,41
2025-07-03 13F Collective Family Office Llc 31.627 0,00 1.091 11,21
2025-07-18 13F PFG Investments, LLC 13.729 0,01 474 11,29
2025-07-25 13F Apollon Wealth Management, LLC 11.058 0,13 382 11,40
2025-08-14 13F Raymond James Financial Inc 1.402.310 11,21 48.394 23,73
2025-08-14 13F Destination Wealth Management 400.492 -3,11 13.821 7,78
2025-08-11 13F Elite Financial, Inc. 37.345 3,61 1 0,00
2025-08-14 13F Alliancebernstein L.p. 1.036.004 -3,85 35.752 6,97
2025-08-11 13F Regal Investment Advisors LLC 31.250 2,84 1.078 14,44
2025-07-09 13F Murphy, Middleton, Hinkle & Parker, Inc. 129.838 0,00 4.028 0,00
2025-08-13 13F Capital Analysts, Inc. 2.054 2,09 0
2025-08-07 13F Meeder Advisory Services, Inc. 314.135 2,96 10.841 14,54
2025-08-11 13F HighTower Advisors, LLC 1.141.109 15,02 39.380 27,96
2025-08-08 13F Petix & Botte Co 44.582 0,01 1.539 11,29
2025-05-12 13F Independent Advisor Alliance 0 -100,00 0
2025-05-09 13F Frazier Financial Advisors, LLC 0 -100,00 0
2025-08-05 13F Peregrine Asset Advisers, Inc. 27.929 -0,61 964 10,56
2025-07-22 13F Unique Wealth, Llc 7.159 0,00 247 11,26
2025-08-28 NP GPMIX - GuidePath(R) Multi-Asset Income Allocation Fund Service Shares 156.924 -33,78 5.415 -26,33
2025-07-25 13F Concurrent Investment Advisors, LLC 12.135 418
2025-08-14 13F Catalyst Financial Partners Llc 7.532 14,89 260 27,59
2025-08-01 13F Bessemer Group Inc 4.910 -63,00 0
2025-08-11 13F Alteri Wealth LLC 30.993 76,32 1.070 96,15
2025-08-05 13F Gould Asset Management Llc /ca/ 59.205 -8,19 2.043 2,15
2025-08-07 13F Evoke Wealth, Llc 10.962 378
2025-07-24 13F Blair William & Co/il 126.465 33,76 4.364 48,84
2025-07-31 13F 180 Wealth Advisors, Llc 65.790 0,05 2.270 11,33
2025-07-15 13F Evanson Asset Management, LLC 0 -100,00 0
2025-07-24 13F Ronald Blue Trust, Inc. 547 19
2025-08-07 13F Lakeridge Wealth Management LLC 11.683 0,00 403 11,33
2025-08-11 13F One Capital Management, LLC 321.222 11.085
2025-07-08 13F Nbc Securities, Inc. 190 0,00 0
2025-05-15 13F/A Orion Portfolio Solutions, LLC 839.351 -12,62 26.037 -1,00
2025-05-15 13F Tower Research Capital LLC (TRC) 0 -100,00 0
2025-07-15 13F Spectrum Planning & Advisory Services Inc. 21.641 747
2025-07-21 13F Old Second National Bank Of Aurora 1.925 0,00 66 11,86
2025-07-08 13F Arlington Trust Co LLC 1 0,00 0
2025-07-24 13F Robertson Stephens Wealth Management, LLC 26.383 910
2025-05-05 13F Hazlett, Burt & Watson, Inc. 0 -100,00 0
2025-08-14 13F Ancora Advisors, LLC 7 0
2025-07-25 13F Genesee Capital Advisors, LLC 6.264 216
2025-08-14 13F Jane Street Group, Llc Put 8.500 293
2025-08-12 13F Insigneo Advisory Services, Llc 6.140 212
2025-08-05 13F Prosperity Wealth Management, Inc. 16.600 573
2025-08-06 13F Wsfs Capital Management, Llc 11.938 11,14 412 23,42
2025-08-08 13F Hartland & Co., LLC 22.975 7,08 793 19,10
2025-07-14 13F AdvisorNet Financial, Inc 363.566 45,46 12.547 61,82
2025-07-23 13F Element Wealth, LLC 11.409 0,51 394 11,65
2025-07-17 13F Enclave Advisors LLC 110.876 3.826
2025-07-25 13F Avion Wealth 0 -100,00 0
2025-07-21 13F Curran Financial Partners, LLC 80.252 -64,15 2.769 -60,12
2025-08-05 13F Dunhill Financial, LLC 1.396 0,00 48 11,63
2025-08-05 13F Integrity Financial Corp /WA 50 0,00 2 0,00
2025-08-07 13F Strategy Asset Managers Llc 23.620 815
2025-07-31 13F Ssa Swiss Advisors Ag 80.218 2.595,50 2.875 3.025,00
2025-08-08 13F Pnc Financial Services Group, Inc. 540.286 5,28 18.645 17,12
2025-08-05 13F EPG Wealth Management LLC 0 -100,00 0
2025-08-08 13F ERTS Wealth Advisors, LLC 0 -100,00 0
2025-07-11 13F Annex Advisory Services, LLC 17.895 -32,57 618 -25,03
2025-08-08 13F Thrive Capital Management, LLC 93.224 3.217
2025-07-25 13F Cwm, Llc 432.992 66,92 15 75,00
2025-08-12 13F Laurel Wealth Advisors LLC 0 -100,00 0
2025-07-17 13F Paradigm Financial Partners, Llc 6.291 217
2025-07-07 13F First Citizens Financial Corp 0 -100,00 0
2025-08-28 NP NDOW - Anydrus Advantage ETF 30.510 1.053
2025-08-06 13F Modera Wealth Management, LLC 10.053 0,00 347 11,25
2025-08-08 13F Cetera Investment Advisers 538.766 3,34 18.593 14,96
2025-04-30 13F Mjp Associates Inc /adv 0 -100,00 0
2025-07-17 13F Hengehold Capital Management Llc 15.021 518
2025-08-12 13F LPL Financial LLC 2.109.166 19,75 72.787 33,22
2025-07-14 13F Brady Martz Wealth Solutions, LLC 86.748 2,32 2.994 13,85
2025-07-28 13F BRYN MAWR TRUST Co 145.967 -2,41 5.037 8,58
2025-07-15 13F Oxinas Partners Wealth Management LLC 24.224 79,78 836 100,24
2025-08-15 13F Cooksen Wealth, LLC 2.732 2,59 94 27,03
2025-07-23 13F Eagle Strategies LLC 18.065 -9,86 623 0,32
2025-04-30 13F Valeo Financial Advisors, LLC 0 -100,00 0 -100,00
2025-07-29 13F Signature Estate & Investment Advisors Llc 20.747 27,34 716 41,58
2025-07-31 13F Ballast Advisors Llc 5.683 -0,35 196 11,36
2025-07-29 13F Koshinski Asset Management, Inc. 10.908 20,22 376 33,81
2025-08-12 13F New Republic Capital, LLC 15.110 -6,09 521 4,41
2025-07-17 13F Sterling Wealth Advisors Inc 137.496 -1,35 4.819 11,47
2025-08-19 13F Cape Investment Advisory, Inc. 4.064 0,87 140 12,90
2025-08-06 13F Wedbush Securities Inc 50.776 6,29 2 0,00
2025-08-14 13F Financial Engines Advisors L.L.C. 39.784 0,00 1.373 11,26
2025-08-05 13F Fourth Dimension Wealth, LLC 5 0,00 0
2025-07-08 13F Legacy Private Trust Co. 7.275 0,00 251 11,56
2025-08-14 13F Warren Averett Asset Management, LLC 71.400 -2,01 2.464 8,98
2025-08-08 13F Advyzon Investment Management, LLC 10.049 18,57 347 32,06
2025-07-22 13F Hubbell Strickland Wealth Management, LLC 23.226 -2,30 802 8,68
2025-08-27 13F/A Putney Financial Group LLC 1.655 0,00 57 11,76
2025-08-08 13F Avantax Advisory Services, Inc. 115.165 -9,10 3.974 1,15
2025-09-04 13F ZynergyRetirementPlanningLLC 0 -100,00 0
2025-08-08 13F Gts Securities Llc 23.590 814
2025-08-11 13F Actinver Wealth Management, Inc. 11.994 0,00 414 11,02
2025-08-07 13F 1620 Investment Advisors, Inc. 245 0,00 8 14,29
2025-08-27 NP XRLX - FundX Conservative ETF 65.770 2.270
2025-08-14 13F Smartleaf Asset Management LLC 147 5
2025-08-11 13F Western Wealth Management, LLC 8.393 -12,63 290 -2,69
2025-08-05 13F Cherry Tree Wealth Management, LLC 12.801 0,00 442 11,08
2025-08-12 13F Howe & Rusling Inc 141 0,00 5 0,00
2025-08-11 13F TD Waterhouse Canada Inc. 117.902 -7,64 4.068 2,39
2025-04-30 13F Axxcess Wealth Management, Llc 0 -100,00 0
2025-08-14 13F Fmr Llc 16.438 51,66 567 68,75
2025-08-13 13F Colonial Trust Advisors 1.521 -0,52 52 10,64
2025-08-01 13F Financial Counselors Inc 0 -100,00 0
2025-07-15 13F Foster Victor Wealth Advisors, LLC 6.507 229
2025-08-06 13F AE Wealth Management LLC 1.254 0,72 43 13,16
2025-08-14 13F Comerica Bank 255.951 1,71 8.833 13,16
2025-07-29 NP MVFG - Monarch Volume Factor Global Unconstrained Index ETF 114.428 3.872
2025-07-22 13F Iron Horse Wealth Management, LLC 17 -81,91 1 -100,00
2025-07-31 13F Forte Asset Management Llc 186.276 -21,46 6.428 -12,63
2025-07-22 13F Coastal Investment Advisors, Inc. 400 -46,95 14 -43,48
2025-07-23 13F Nbt Bank N A /ny 1.790 0,00 62 10,91
2025-07-17 13F Prepared Retirement Institute LLC 8.337 288
2025-07-29 13F Private Trust Co Na 5.182 5,97 179 17,88
2025-08-04 13F Creekmur Asset Management LLC 13.902 446,25 480 514,10
2025-08-14 13F Bank Of America Corp /de/ 12.417.221 15,84 428.518 28,87
2025-08-13 13F Mackenzie Financial Corp 92.477 21,58 3.191 35,27
2025-07-30 13F Brookstone Capital Management 19.721 -13,05 681 -3,27
2025-08-12 13F Global Retirement Partners, LLC 2.317 -18,84 80 1,28
2025-08-14 13F Beaird Harris Wealth Management, LLC 884 -14,59 31 -6,25
2025-08-14 13F Mercer Global Advisors Inc /adv 2.907.986 9,23 100.370 21,54
2025-08-13 13F WealthTrust Axiom LLC 23.609 -20,80 815 -11,90
2025-08-14 13F Horizon Investments, LLC 11 -72,50 0 -100,00
2025-08-04 13F Arkadios Wealth Advisors 679.779 -0,87 23.459 10,29
2025-08-11 13F Inspire Advisors, LLC 7.088 245
2025-07-29 13F Creekside Partners 22.341 0,54 771 11,90
2025-08-07 13F Resources Investment Advisors, LLC. 8.594 297
2025-08-12 13F BlueStem Wealth Partners, LLC 16.175 114,92 558 139,48
2025-07-14 13F Armstrong Advisory Group, Inc 16.690 576
2025-08-06 13F First Horizon Advisors, Inc. 1.463 0,00 50 11,11
2025-07-09 13F Berkshire Bank 17.374 -5,84 600 4,72
2025-08-08 13F Capital Investment Advisory Services, LLC 4.019 0,25 139 11,29
2025-07-28 13F Mutual Advisors, LLC 41.457 -1,57 1.493 10,59
2025-07-30 13F Phillips Financial Management, Llc 44 2
2025-07-18 13F Marino, Stram & Associates Llc 35.423 -8,98 1.222 1,24
2025-07-31 13F Richards, Merrill & Peterson, Inc. 0 -100,00 0
2025-08-12 13F PKS Advisory Services, LLC 15.614 539
2025-08-13 13F bLong Financial, LLC 75.956 2.622
2025-08-14 13F Investmark Advisory Group LLC 17.697 1,00 611 12,34
2025-07-30 13F Gimbal Financial 372.690 12.862
2025-08-14 13F Goldman Sachs Group Inc 122.002 -6,82 4.210 3,67
2025-08-14 13F Old Mission Capital Llc 219.836 7.587
2025-08-19 13F Anchor Investment Management, LLC 5.038 -7,39 174 2,98
2025-05-12 13F Virtu Financial LLC 0 -100,00 0
2025-07-31 13F Leavell Investment Management, Inc. 23.608 16,62 815 29,82
2025-08-07 13F Montag A & Associates Inc 1.869 0,00 64 12,28
2025-08-12 13F Park Square Financial Group, LLC 76 -41,54 3 -50,00
2025-08-13 13F Level Four Advisory Services, Llc 30.925 1.067
2025-08-14 13F 10Elms LLP 3.500 0,00 121 11,11
2025-08-13 13F Scotia Capital Inc. 1.173.562 0,73 40.499 12,06
2025-08-01 13F Ashton Thomas Private Wealth, LLC 28.412 -4,08 981 6,75
2025-07-14 13F Park Avenue Securities Llc 84.827 -27,07 3 -33,33
2025-08-07 13F Hennion & Walsh Asset Management, Inc. 249.460 173,39 8.609 204,17
2025-07-30 13F Evermay Wealth Management Llc 111.471 -0,88 3.847 10,26
2025-08-01 13F Centerpoint Advisors, LLC 2.076 2,32 0
2025-08-05 13F Mathes Company, Inc. 0 -100,00 0
2025-07-25 13F Astoria Portfolio Advisors LLC. 16.968 117,20 610 146,56
2025-08-07 13F Commerce Bank 75.007 3,96 2.588 15,69
2025-08-14 13F Harwood Advisory Group, LLC 0 -100,00 0
2025-07-21 13F Ameriflex Group, Inc. 0 -100,00 0
2025-07-30 13F LGT Financial Advisors LLC 2.352 0,00 81 12,50
2025-08-14 13F Moneta Group Investment Advisors Llc 16.014 2,69 553 14,29
2025-07-31 13F Auour Investments LLC 9.496 -6,42 328 0,00
2025-07-22 13F DAVENPORT & Co LLC 24.340 25,26 840 39,37
2025-07-16 13F Badgley Phelps Wealth Managers, LLC 10.087 0,00 348 11,54
2025-08-14 13F Susquehanna International Group, Llp Put 36.200 -1,63 1.249 9,47
2025-07-29 13F Curbstone Financial Management Corp 22.510 -8,53 777 1,70
2025-08-04 13F Assetmark, Inc 712.151 -27,78 24.576 -19,66
2025-08-14 13F Susquehanna International Group, Llp 56.514 654,53 1.950 740,52
2025-08-05 13F Access Investment Management LLC 97.030 28,04 3.349 61,43
2025-07-31 13F United Community Bank 1.884 0,00 65 12,07
2025-07-30 13F Whittier Trust Co Of Nevada Inc 38.661 0,00 1.334 11,18
2025-07-29 13F Regions Financial Corp 726.495 -18,18 25.071 -8,97
2025-08-13 13F Van Hulzen Asset Management, LLC 14.486 17,15 500 30,29
2025-07-29 13F Chicago Partners Investment Group LLC 6.137 221
2025-08-01 13F First Command Advisory Services, Inc. 5.876 0,00 203 10,99
2025-08-06 13F Vantage Financial Partners, LLC 151.000 -0,47 5.211 10,73
2025-08-14 13F Susquehanna International Group, Llp Call 9.700 -36,18 335 -29,09
2025-08-11 13F Private Advisor Group, LLC 42.212 8,41 1.457 20,63
2025-07-30 13F Onyx Bridge Wealth Group LLC 8.825 -12,75 305 -2,88
2025-08-13 13F Cresset Asset Management, LLC 6.796 235
2025-08-14 13F Hilltop Holdings Inc. 20.259 -3,49 699 7,37
2025-08-05 13F NewSquare Capital LLC 0 0
2025-07-22 13F Mascoma Wealth Management LLC 1.035 0,00 36 9,38
2025-08-12 13F Gladstone Institutional Advisory LLC 12.285 0,89 424 12,20
2025-07-17 13F SWS Partners 10.843 0,58 374 11,98
2025-08-13 13F Haverford Trust Co 13.740 -0,31 474 11,01
2025-08-07 13F Cascade Financial Partners, LLC 61.923 0,91 2.137 12,24
2025-08-14 13F Chicago Wealth Management, Inc. 263.912 9.108
2025-04-25 13F Colonial River Wealth Management, LLC 0 -100,00 0
2025-08-14 13F Operose Advisors LLC 159.873 -12,12 5.517 -2,23
2025-07-10 13F Security National Bank 13.697 1,89 473 13,19
2025-07-28 13F Sterling Financial Planning, Inc. 87.308 -5,59 3.013 5,06
2025-08-07 13F HC Advisors, LLC 7.870 272
2025-07-24 13F Leo Wealth, LLC 10.273 9,00 355 21,23
2025-08-12 13F Archer Investment Corp 1.097 0,00 38 8,82
2025-08-11 13F Trajan Wealth LLC 71.043 -8,67 2.452 1,62
2025-07-15 13F Td Private Client Wealth Llc 309.264 31,89 10.673 46,73
2025-07-31 13F Cambridge Investment Research Advisors, Inc. 109.284 14,22 4 50,00
2025-08-13 13F Vermillion & White Wealth Management Group, LLC 3.661 0,00 126 11,50
2025-08-11 13F HHM Wealth Advisors, LLC 833 0,00 29 12,00
2025-07-15 13F North Star Investment Management Corp. 1.075 0,00 37 12,12
2025-07-22 13F Miracle Mile Advisors, LLC 33.634 9,11 1.161 21,34
2025-08-14 13F Mariner, LLC 771.213 -2,20 26.615 8,80
2025-07-21 13F Tanglewood Wealth Management, Inc. 6.353 219
2025-07-11 13F/A Umb Bank N A/mo 126 4
2025-07-14 13F Sweeney & Michel, Llc 9.622 10,53 337 39,83
2025-08-14 13F Bank Of Hawaii 67.659 -5,68 2.335 4,90
2025-08-04 13F Pinnacle Associates Ltd 7.560 7,51 261 19,27
2025-07-21 13F Barrett & Company, Inc. 7.678 0,34 265 11,39
2025-08-14 13F Stifel Financial Corp 756.009 31,28 26.090 46,05
2025-08-11 13F TRUE Private Wealth Advisors 6.220 215
2025-05-09 13F Argent Trust Co 0 -100,00 0
2025-08-14 13F Financial Advisory Service, Inc. 246.532 1,60 8.508 13,03
2025-08-05 13F Key FInancial Inc 180 0,00 6 20,00
2025-07-24 13F Capital Advisors, Ltd. LLC 8.031 0,40 0
2025-07-30 13F Crewe Advisors LLC 24 9,09 1
2025-07-30 13F Caliber Wealth Management, LLC / KS 6.063 -8,74 209 1,46
2025-07-11 13F Capital Advantage, Inc. 8.560 1,54 295 28,26
2025-05-08 13F Plante Moran Financial Advisors, LLC 0 -100,00 0
2025-07-17 13F Global Trust Asset Management, LLC 600 21
2025-08-04 13F Mayflower Financial Advisors, LLC 6.106 211
2025-08-13 13F Colonial Trust Co / SC 2.121 -9,97 73 0,00
2025-07-15 13F EWG Elevate Inc. 71.829 2.479
2025-08-19 13F National Asset Management, Inc. 6.290 -35,61 217 -18,73
2025-07-10 13F Stolper Co 36.691 0,10 1 0,00
2025-07-29 13F Mezzasalma Advisors, LLC 10.482 2,17 362 13,52
2025-08-14 13F CoreCap Advisors, LLC 1.355 66,87 47 84,00
2025-08-05 13F Huntington National Bank 14.536 13,74
2025-07-25 13F Sharp Financial Services, LLC 7.500 -9,09 259 1,18
2025-08-07 13F Midwest Trust Co 43.125 1.488
2025-08-01 13F Yukon Wealth Management, Inc. 24.991 1,38 862 12,83
2025-08-12 13F Cowa, Llc 254.611 -11,35 8.787 -1,38
2025-07-29 13F Tradewinds Capital Management, LLC 500 0,00 17 13,33
2025-07-25 13F Envestnet Portfolio Solutions, Inc. 7.519 -34,31 259 -27,04
2025-07-08 13F Heartwood Wealth Advisors LLC 155.640 2,38 5.371 13,91
2025-07-21 13F Ntv Asset Management Llc 23.850 -2,05 823 9,01
2025-08-06 13F Disciplined Investors, L.L.C. 229.452 12,03 7.918 24,63
2025-08-14 13F Fiduciary Trust Co 12.677 -13,67 437 -3,96
2025-08-05 13F Northcape Wealth Management, Llc 30.334 -0,13 1.047 11,04
2025-08-05 13F Bank Of Montreal /can/ 73.559 232,00 2.539 269,43
2025-08-07 13F Fountainhead AM, LLC 9.332 -46,98 322 -40,92
2025-08-14 13F Royal Bank Of Canada 1.625.868 31,78 56.109 46,60
2025-08-05 13F Frederick Financial Consultants, LLC 10.210 16,74 352 29,89
2025-08-12 13F Integras Partners LLC 92.653 -1,97 3.197 9,08
2025-07-22 13F Chemung Canal Trust Co 19.358 33,92 668 49,11
2025-07-14 13F Mechanics Bank Trust Department 16.490 -13,64 569 -3,89
2025-08-14 13F UBS Group AG 2.834.900 5,65 97.832 17,54
2025-04-24 13F Trust Co Of Vermont 0 -100,00 0 -100,00
2025-08-05 13F GHP Investment Advisors, Inc. 746.664 3,07 25.767 14,67
2025-08-14 13F/A Rockefeller Capital Management L.P. 196.702 12,33 6.788 24,96
2025-08-08 13F Avalon Trust Co 2.000 69
2025-09-04 13F/A Advisor Group Holdings, Inc. 670.913 21,72 22.870 33,73
2025-07-23 13F Valmark Advisers, Inc. 22.197 -17,05 766 -7,71
2025-07-24 13F Us Bancorp \de\ 1.919.999 11,16 66.259 23,66
2025-08-04 13F Wealth Management Associates, Inc. 148.556 5,00 5.127 16,82
2025-07-07 13F Thurston, Springer, Miller, Herd & Titak, Inc. 407 2,26 14 16,67
2025-07-07 13F Versant Capital Management, Inc 1.489 0,00 51 10,87
2025-08-01 13F MorganRosel Wealth Management, LLC 9.083 -12,02 313 -2,19
2025-05-02 13F Oversea-Chinese Banking CORP Ltd 0 -100,00 0
2025-07-23 13F Prime Capital Investment Advisors, LLC 25.289 -30,07 873 -22,21
2025-08-06 13F Golden State Wealth Management, LLC 84.395 4.521,85 2.913 5.100,00
2025-08-12 13F Deutsche Bank Ag\ 677 0,00 23 9,52
2025-07-17 13F Bluesphere Advisors, LLC 29.784 2,06 1.028 13,48
2025-08-15 13F Provenance Wealth Advisors, LLC 665 0,00 23 10,00
2025-08-14 13F Wiley Bros.-aintree Capital, Llc 219.804 23,56 7.579 36,54
2025-07-01 13F Harbor Investment Advisory, Llc 1.262 0,00 44 10,26
2025-08-07 13F Kestra Private Wealth Services, Llc 8.192 -2,66 283 8,05
2025-08-04 13F Spire Wealth Management 6.376 22,76 220 36,65
2025-08-08 13F Cornerstone Advisors Asset Management, Inc 12.640 0,00 436 11,22
2025-08-11 13F Aptus Capital Advisors, LLC 100 33,33 3 50,00
2025-07-25 13F Inman Jager Wealth Management, LLC 33.103 -2,23 1.142 8,76
2025-07-23 13F Steel Peak Wealth Management LLC 24.126 833
2025-07-22 13F Simplicity Wealth,LLC 81.586 124,45 2.816 149,78
2025-07-23 13F Kingswood Wealth Advisors, Llc 20.404 -4,42 704 6,34
2025-07-14 13F Wealth Advisory Solutions, LLC 66.613 -8,71 2.299 1,55
2025-08-05 13F American Capital Advisory, LLC 27.835 -1,85 961 9,22
2025-07-28 13F Harbour Investments, Inc. 21.897 56,89 756 74,77
2025-07-08 13F Webster Bank, N. A. 7.459 0,00 257 11,26
2025-07-17 13F XY Planning Network, Inc. 8.985 -0,83 310 10,32
2025-08-14 13F Toronto Dominion Bank 1.403 0,00 48 9,09
2025-08-29 13F Total Investment Management Inc 3.280 113
2025-07-21 13F Ameritas Advisory Services, LLC 1.689 58
2025-08-12 13F MAI Capital Management 39.737 2,43 1.371 13,97
2025-08-12 13F PSI Advisors, LLC 13.006 39,56 449 55,02
2025-08-12 13F GDS Wealth Management 841.599 -3,83 29.044 6,99
2025-08-04 13F Daymark Wealth Partners, Llc 11.925 0,45 412 11,68
2025-08-12 13F Barings Llc 25.989 897
2025-08-14 13F Colony Group, LLC 529.934 3,20 18.288 14,82
2025-07-15 13F Axis Wealth Partners, LLC 34.570 -0,97 1.193 10,17
2025-08-12 13F O'shaughnessy Asset Management, Llc 5.096 -4,34 176 6,06
2025-07-16 13F TCI Wealth Advisors, Inc. 10.498 0,00 362 11,38
2025-07-21 13F Mirae Asset Global Investments Co., Ltd. 425.924 19,51 14.699 32,19
2025-08-11 13F Atlantic Private Wealth, LLC 6.070 0,00 209 11,17
2025-08-14 13F First Commonwealth Financial Corp /pa/ 38.576 7,23 1.331 19,37
2025-07-25 13F NorthRock Partners, LLC 2.879 0,00 99 11,24
2025-08-14 13F Hancock Whitney Corp 72.194 -2,67 2.491 8,30
2025-08-12 13F Franklin Resources Inc 188.436 -16,49 6.503 -7,10
2025-07-23 13F Ironwood Financial, llc 26.263 0,00 815 0,00
2025-08-12 13F Ameritas Investment Partners, Inc. 1.580 -3,66 55 8,00
2025-08-12 13F FUKOKU MUTUAL LIFE INSURANCE Co 1.232.000 37,19 42.516 52,63
2025-08-11 13F Angeles Investment Advisors, LLC 9.880 100,00 341 122,22
2025-08-12 13F Founders Financial Alliance, LLC 3.015 1,28 104 13,04
2025-07-18 13F Marks Wealth, LLC 371.470 12.819
2025-08-14 13F Sunbelt Securities, Inc. 19.826 11,60 543 -1,63
2025-07-07 13F Investors Research Corp 0 -100,00 0
2025-07-29 13F Stephens Inc /ar/ 55.788 1,82 1.925 13,30
2025-07-31 13F City State Bank 4.114 0,00 142 11,02
2025-07-25 13F Hemington Wealth Management 1.504 0,00 0
2025-08-14 13F Wells Fargo & Company/mn 3.759.213 39,67 129.730 55,39
2025-08-15 13F Captrust Financial Advisors 91.688 32,25 3.164 47,16
2025-07-07 13F Bangor Savings Bank 329.412 -2,24 11.368 8,76
2025-08-08 13F Larson Financial Group LLC 500 0,00 17 13,33
2025-04-17 13F Lockerman Financial Group, Inc. 0 -100,00 0
2025-08-14 13F Ameriprise Financial Inc 3.947.824 1,12 137.315 13,00
2025-08-12 13F NWF Advisory Services Inc. 58.408 -6,26 1.812 6,15
2025-07-16 13F Brown, Lisle/cummings, Inc. 13.463 0,18 465 11,54
2025-08-13 13F Cerity Partners LLC 69.848 -8,49 2.410 1,82
2025-08-05 13F Tsfg, Llc 163 0,00 0
2025-07-10 13F Sunflower Bank, N.A. 41.438 -5,21 1.430 5,46
2025-07-09 13F Fragasso Group Inc. 39.374 4,08 1.359 15,77
2025-08-13 13F M&t Bank Corp 6.300 217
2025-07-21 13F DHJJ Financial Advisors, Ltd. 1.100 38
2025-08-07 13F Cahill Financial Advisors Inc 17.147 14,43 592 27,37
2025-08-12 13F J.w. Cole Advisors, Inc. 113.032 4,87 3.901 16,66
2025-07-21 13F Clarity Capital Partners LLC 0 -100,00 0 -100,00
2025-07-30 13F Securian Asset Management, Inc 500.000 0,00 17.255 11,25
2025-07-30 13F TFB Advisors LLC 37.113 -6,30 1.281 4,23
2025-08-01 13F Envestnet Asset Management Inc 4.794.652 0,63 165.458 11,95
2025-08-11 13F Rothschild Investment Llc 160 0,00 6 25,00
2025-05-07 13F Foundations Investment Advisors, LLC 0 -100,00 0
2025-08-14 13F Federation des caisses Desjardins du Quebec 8.973 3,38 310 14,87
2025-08-11 13F Outlook Wealth Advisors, LLC 18.974 1,09 655 12,37
2025-08-13 13F Renaissance Technologies Llc 0 -100,00 0
2025-07-17 13F BFI Infinity Ltd. 41.332 147,08 1.426 175,29
2025-08-07 13F Argent Advisors, Inc. 97.619 0,39 3.369 11,67
2025-07-16 13F Perigon Wealth Management, LLC 12.975 21,79 448 35,45
2025-08-08 13F Atlantic Trust, LLC 1.636 56
2025-08-12 13F NFP Retirement, Inc. 19.308 1,10 666 12,50
2025-07-24 13F West Bancorporation Inc 7.174 248
2025-04-01 13F/A Talon Private Wealth, LLC 0 -100,00 0 -100,00
2025-07-25 13F Meritage Portfolio Management 124.153 4.285
2025-07-11 13F Farther Finance Advisors, LLC 38.351 270,58 1.323 310,87
2025-07-11 13F Pinnacle Bancorp, Inc. 500 0,00 17 13,33
2025-08-12 13F CIBC Private Wealth Group, LLC 6.296 0,00 217 24,71
2025-08-14 13F Mission Creek Capital Partners, Inc. 56.210 1,12 1.940 12,47
2025-07-29 13F Stratos Wealth Advisors, LLC 14.456 -5,04 499 5,51
2025-08-04 13F Atria Investments Llc 24.535 -0,25 847 11,02
2025-08-14 13F Dearborn Partners Llc 13.517 46,54 466 62,94
2025-07-17 13F Michels Family Financial, LLC 14.801 1,77 511 13,08
2025-08-13 13F Smith, Moore & Co. 6.259 216
2025-07-17 13F Wolff Wiese Magana Llc 2.750 0,00 95 10,59
2025-08-11 13F Principal Securities, Inc. 520 -43,11 18 -32,00
2025-08-13 13F Jones Financial Companies Lllp 161.313 20,40 5.546 32,66
2025-07-24 13F IFP Advisors, Inc 35.951 52,30 1.241 69,40
2025-08-14 13F Kovitz Investment Group Partners, LLC 442.463 210,72 15.269 245,69
2025-07-28 13F RFG Advisory, LLC 33.433 -12,33 1.154 -2,45
2025-07-08 13F Lowe Wealth Advisors, LLC 2.000 0,00 69 11,29
2025-07-18 13F Benchmark Wealth Management, LLC 14.642 63,40 505 82,31
2025-08-13 13F Lido Advisors, LLC 72.871 -2,43 2.515 8,55
2025-07-28 13F Cornerstone Wealth Group, LLC 10.121 349
2025-05-14 13F Monterey Private Wealth, Inc. 19.365 0,00 601 13,21
2025-07-24 13F JNBA Financial Advisors 50.845 -1,80 1.755 9,22
2025-07-08 13F Gradient Investments LLC 6.388 220
2025-07-22 13F Comprehensive Financial Consultants Institutional, Inc. 0 -100,00 0
2025-08-01 13F Motco 41.944 -0,18 1.462 12,13
2025-08-27 NP XNAV - FundX Aggressive ETF 47.000 1.622
2025-08-13 13F Crescent Grove Advisors, LLC 80.298 12,60 2.771 25,27
2025-08-14 13F Barometer Capital Management Inc. 11.900 411
2025-07-23 13F First Merchants Corp 9.536 -15,32 329 -5,73
2025-07-18 13F SOA Wealth Advisors, LLC. 1.008 2,34 35 13,33
2025-07-22 13F Investors Asset Management Of Georgia Inc /ga/ /adv 6.328 218
2025-08-06 13F Atlantic Union Bankshares Corp 25.883 52,25 893 69,45
2025-07-17 13F Johnson & White Wealth Management, LLC 241.627 4,48 8 14,29
2025-07-15 13F Christensen, King & Associates Investment Services, Inc. 6.166 213
2025-07-30 13F Bleakley Financial Group, LLC 12.362 0,00 427 11,23
2025-08-14 13F Daiwa Securities Group Inc. 19.407 -17,38 1
2025-07-24 13F MFA Wealth Services 7.491 0,89 259 12,17
2025-05-15 13F EP Wealth Advisors, Inc. 0 -100,00 0
2025-07-29 13F TFC Financial Management 9.860 0,00 340 11,48
2025-08-11 13F Avantax Planning Partners, Inc. 60.234 72,82 2.079 92,23
2025-08-07 13F CENTRAL TRUST Co 45 -87,39 2 -90,91
2025-08-27 13F/A Brinker Capital Investments, LLC 883.947 5,31 30.505 17,16
2025-08-27 NP XCOR - FundX ETF 463.440 15.993
2025-08-04 13F Pensionmark Financial Group, Llc 95.455 -0,68 3.294 10,50
2025-08-12 13F Jpmorgan Chase & Co 987.372 15,69 34.074 28,71
2025-07-14 13F Financial Advisory Partners, Llc 47.077 10,70 1.625 23,12
2025-08-15 13F Equitable Holdings, Inc. 165.880 18,25 5.725 31,56
2025-04-15 13F Transform Wealth, LLC 68.032 -12,55 2.110 -0,94
2025-08-15 13F Morgan Stanley 7.017.165 0,84 242.162 12,19
2025-07-21 13F Crews Bank & Trust 11.250 27,12 388 41,61
2025-07-22 13F Noble Family Wealth, LLC 14.248 0,00 492 11,34
2025-08-14 13F Monetary Management Group Inc 37.000 0,00 1.277 11,25
2025-07-25 13F Ellis Investment Partners, LLC 40.411 4,51 1.395 16,26
2025-08-06 13F Savant Capital, LLC 34.417 -0,92 1.188 10,21
2025-08-11 13F Strategic Wealth Partners, Ltd. 1.899 66
2025-08-07 13F Alpha Cubed Investments, LLC 8.657 299
2025-08-12 13F Marshall & Sterling Wealth Advisors Inc. 683 2,55 24 15,00
2025-08-14 13F Hurley Capital, LLC 1.500 52
2025-07-30 13F Townsend & Associates, Inc 6.290 227
2025-07-07 13F Park Edge Advisors, LLC 46.175 -7,04 1.593 3,44
2025-08-14 13F Glenmede Investment Management, LP 2.172 75
2025-08-27 13F Barnes Wealth Management Group, Inc 6.020 -10,58 208 -0,48
2025-07-25 13F Commonwealth Financial Services, LLC 0 -100,00 0
2025-08-05 13F Sigma Planning Corp 407.938 2.535,60 14.078 2.832,71
2025-07-29 13F Planned Solutions, Inc. 20.246 -2,09 699 8,89
2025-08-13 13F Capital Advisors Wealth Management, LLC 184.141 76,24 6.355 96,05
2025-08-14 13F Snowden Capital Advisors LLC 96.680 0,02 3.336 11,27
2025-08-06 13F SOUTH STATE Corp 50 2
2025-07-18 13F Truist Financial Corp 204.163 -10,88 7.046 -0,86
2025-08-14 13F Archetype Wealth Partners 30.004 19,99 1
2025-08-08 13F Horizon Family Wealth, Inc. 12.652 2,33 437 13,84
2025-07-15 13F Fortitude Family Office, LLC 119.250 519,48 4.115 589,28
2025-08-15 13F Kestra Advisory Services, LLC 262.194 296,64 9.048 341,37
2025-08-13 13F American Money Management, LLC 99.520 2,62 3.434 14,16
2025-07-17 13F Eagle Bluffs Wealth Management LLC 321.069 0,96 11.080 12,33
2025-07-08 13F Chemistry Wealth Management LLC 7.018 0,00 242 11,52
2025-08-01 13F Trust Investment Advisors 6.400 221
2025-07-31 13F Gallagher Capital Advisors, LLC 50.897 1.804
2025-08-14 13F Jane Street Group, Llc 749.392 25.862
2025-05-09 13F Beta Wealth Group, Inc. 0 -100,00 0
2025-07-25 13F Concord Wealth Partners 40.240 20,74 1.389 34,37
2025-08-14 13F Qube Research & Technologies Ltd 38.834 -42,96 1.340 -36,52
2025-07-30 13F Patten Group, Inc. 10.225 16,34 353 29,41
2025-07-30 13F Capital Wealth Alliance, LLC 38.995 -0,96 1.346 10,16
2025-07-28 13F Morris Financial Concepts, Inc. 2.211 -6,63 76 4,11
2025-08-14 13F GWM Advisors LLC 198.803 41,72 6.861 57,66
2025-05-05 13F Transce3nd, LLC 0 -100,00 0
2025-08-12 13F Country Trust Bank 100 3
2025-08-18 13F Tactive Advisors, LLC 14.120 487
2025-07-23 13F Vontobel Holding Ltd. 7.650 0,00 264 11,39
2025-07-24 13F Costello Asset Management, INC 296 2,07 10 25,00
2025-08-04 13F Linscomb & Williams, Inc. 351.438 -0,80 12.128 10,35
2025-07-25 13F We Are One Seven, LLC 18.544 1,38 640 12,70
2025-08-13 13F StoneX Group Inc. 10.407 -11,69 359 -1,64
2025-07-11 13F Kingstone Capital Partners Texas, LLC 43.260 1
2025-07-14 13F Sound Stewardship, LLC 57.366 0,29 1.980 11,56
2025-07-15 13F Retireful, LLC 30.510 1.053
2025-07-18 13F Vicus Capital 29.117 2,22 1.005 13,70
2025-08-13 13F Continuum Advisory, LLC 8.598 0,00 297 11,28
2025-07-30 13F Cullen/frost Bankers, Inc. 23.888 339,04 824 390,48
2025-08-14 13F Gallagher Fiduciary Advisors, LLC 8.449.522 3.243,64 242 -96,91
2025-08-12 13F Bokf, Na 0 -100,00 0
2025-08-18 13F Pacific Center for Financial Services 16.613 5,80 573 17,66
2025-08-12 13F Steward Partners Investment Advisory, Llc 244.714 4,81 8.445 16,61
2025-07-15 13F Fifth Third Bancorp 75 0,00 3 0,00
2025-08-13 13F EverSource Wealth Advisors, LLC 45.554 8,97 1.572 21,30
2025-08-04 13F IFG Advisory, LLC 7.192 0,70 248 12,22
2025-08-28 NP Northern Lights Fund Trust - Sierra Tactical Core Growth Fund Investor Class Shares 7.180 248
2025-07-11 13F Seacrest Wealth Management, Llc 10.699 4,36 369 16,04
2025-08-06 13F Round Rock Advisors, LLC 5.820 201
2025-07-17 13F Vermillion Wealth Management, Inc. 45 0,00 2 0,00
2025-08-07 13F Panoramic Investment Advisors, Llc 33.580 -2,25 1.159 8,73
2025-08-11 13F NewEdge Wealth, LLC 98.838 3,34 3.547 19,59
2025-07-31 13F Moloney Securities Asset Management, LLC 15.396 -0,65 531 10,63
2025-08-12 13F Winnow Wealth Llc 0 -100,00 0 -100,00
2025-07-14 13F Sowell Financial Services LLC 26.208 2,10 904 13,57
2025-08-13 13F Rsm Us Wealth Management Llc 0 -100,00 0
2025-07-31 13F Oppenheimer & Co Inc 79.138 15,80 2.731 28,88
2025-05-15 13F CAPROCK Group, Inc. 39.236 1.217
2025-08-08 13F Cedar Wealth Management, LLC 2.081 0,00 72 10,94
2025-05-15 13F AlTi Global, Inc. 0 -100,00 0
2025-07-30 13F Whittier Trust Co 21.729 -5,69 750 4,90
2025-08-19 13F Newbridge Financial Services Group, Inc. 58.618 -21,03 2.023 -12,16
2025-08-12 13F BlackRock, Inc. 58.149 -78,84 2.007 -76,47
2025-05-06 13F Advisor OS, LLC 0 -100,00 0
2025-07-14 13F GAMMA Investing LLC 980 44,12 34 57,14
2025-07-16 13F BOS Asset Management, LLC 6.322 218
2025-07-16 13F Signaturefd, Llc 1 0,00 0
2025-07-31 13F WFA Asset Management Corp 0 -100,00 0
2025-07-15 13F Gunma Bank,Ltd. 0 -100,00 0 -100,00
2025-08-12 13F AlphaCore Capital LLC 150 5
2025-08-05 13F Bank of New York Mellon Corp 2.491.273 53,19 85.974 70,43
Other Listings
MX:IDV
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