IJK - iShares Trust - iShares S&P Mid-Cap 400 Growth ETF Azioni - Prezzo delle azioni, proprietà istituzionale, azionisti (ARCA)

iShares Trust - iShares S&P Mid-Cap 400 Growth ETF
US ˙ ARCA ˙ US4642876068

Statistiche di base
Proprietari istituzionali 878 total, 878 long only, 0 short only, 0 long/short - change of 1,27% MRQ
Allocazione media del portafoglio 0.2499 % - change of -8,90% MRQ
Azioni istituzionali (Long) 70.975.502 (ex 13D/G) - change of -2,80MM shares -3,79% MRQ
Valore istituzionale (Long) $ 6.219.810 USD ($1000)
Proprietà istituzionale e azionisti

iShares Trust - iShares S&P Mid-Cap 400 Growth ETF (US:IJK) ha 878 proprietari istituzionali e azionisti che hanno presentato i moduli 13D/G o 13F alla Securities Exchange Commission (SEC). Queste istituzioni detengono un totale di 70,975,502 azioni. I maggiori azionisti includono Morgan Stanley, Wells Fargo & Company/mn, Fmr Llc, Bank Of America Corp /de/, SECT - Main Sector Rotation ETF, Goldman Sachs Group Inc, UBS Group AG, Pnc Financial Services Group, Inc., Raymond James Financial Inc, and Envestnet Asset Management Inc .

(iShares Trust - iShares S&P Mid-Cap 400 Growth ETF (ARCA:IJK) 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 96,68 / share. Previously, on September 6, 2024, the share price was 86,30 / share. This represents an increase of 12,03% over that period.

IJK / iShares Trust - iShares S&P Mid-Cap 400 Growth 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.

IJK / iShares Trust - iShares S&P Mid-Cap 400 Growth 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 .

Important Note

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Data di deposito Fonte Investitore Tipo Prezzo medio
(Stima)
Azioni Δ Azioni
(%)
Valore
dichiarato
($ 1000)
Δ Valore
(%)
Allocazione del portafoglio
(%)
2025-07-29 13F BKD Wealth Advisors, LLC 3.030 0,00 276 9,13
2025-07-30 13F Financial Perspectives, Inc 1.010 24,08 92 35,82
2025-08-07 13F Future Fund LLC 15.914 1.448
2025-08-14 13F Benjamin Edwards Inc 8.087 29,68 736 41,62
2025-07-23 13F Armstrong, Fleming & Moore, Inc 0 -100,00 0
2025-08-05 13F Smith Shellnut Wilson Llc /adv 23.336 -29,77 2.123 -23,27
2025-08-04 13F Quaker Wealth Management, LLC 384 35
2025-08-14 13F Tudor Financial Inc. 8.472 0,00 771 9,22
2025-08-14 13F Alliancebernstein L.p. 23.324 28,74 2.122 40,72
2025-08-26 13F/A Thrivent Financial For Lutherans 0 -100,00 0 -100,00
2025-07-16 13F Evergreen Private Wealth LLC 966 0,00 88 8,75
2025-08-06 13F North Capital, Inc. 2.228 0,00 203 9,19
2025-08-13 13F Capital Analysts, Inc. 10.862 1,18 1
2025-08-13 13F Beacon Pointe Advisors, LLC 9.668 -0,44 880 8,79
2025-08-15 13F First Heartland Consultants, Inc. 8.193 -3,05 745 5,97
2025-07-09 13F Christopher J. Hasenberg, Inc 0 -100,00 0
2025-08-01 13F Liberty Wealth Management Llc 2.289 208
2025-07-25 13F Community Bank, N.A. 4.045 0,00 368 9,52
2025-07-14 13F CRA Financial Services, LLC 5.489 -0,09 499 9,19
2025-07-17 13F Saxon Interests, Inc. 4.747 0,00 395 0,00
2025-05-07 13F Sheaff Brock Investment Advisors, LLC 4.427 0,00 369 -8,46
2025-04-28 13F Pinnacle Financial Partners Inc 11.074 0,00 922 -8,35
2025-07-09 13F Veracity Capital LLC 6.575 -0,72 598 8,53
2025-08-14 13F Paragon Private Wealth Management, LLC 2.592 0,00 236 9,30
2025-05-16 13F/A Kestra Investment Management, LLC 0 -100,00 0
2025-08-05 13F Bank of New York Mellon Corp 866.471 1,49 78.831 10,87
2025-08-14 13F Citadel Advisors Llc Call 2.600 160,00 237 184,34
2025-07-22 13F Mascoma Wealth Management LLC 0 -100,00 0
2025-08-14 13F Citadel Advisors Llc 4.577 -37,96 416 -32,25
2025-08-01 13F Rossby Financial, LCC 413 -19,65 38 -11,90
2025-07-16 13F Octavia Wealth Advisors, LLC 7.240 -9,85 659 -1,50
2025-04-11 13F Procyon Private Wealth Partners, LLC 0 -100,00 0
2025-07-22 13F Awm Capital, Llc 7.224 0,00 657 9,32
2025-04-28 13F Fedenia Advisers LLC 0 -100,00 0
2025-07-22 13F Valley National Advisers Inc 1.842 0,00 0
2025-07-23 13F Foundation Wealth Management, LLC 21.971 13,34 1.999 23,79
2025-07-09 13F Fiduciary Alliance LLC 11.688 0,95 1.063 10,27
2025-08-08 13F Carl P. Sherr & Co., LLC 3.782 0,00 344 9,55
2025-07-10 13F Wealth Enhancement Advisory Services, Llc 50.586 18,78 4.706 32,68
2025-07-22 13F Marietta Wealth Management, LLC 11.220 0,00 1.021 9,21
2025-07-31 13F Topsail Wealth Management, LLC 8.703 0,00 792 9,25
2025-08-11 13F Anb Bank 39.650 -20,25 3.607 -12,87
2025-08-06 13F AE Wealth Management LLC 3.801 -9,00 346 -0,58
2025-08-08 13F Emerald Investment Partners, Llc 9.833 -25,83 895 -19,02
2025-08-12 13F Change Path, LLC 20.671 18,98 1.881 30,01
2025-08-14 13F Synovus Financial Corp 12.652 36,76 1.152 49,48
2025-07-15 13F Bank Of Stockton 12.490 -4,11 1.136 4,80
2025-07-17 13F White Pine Investment CO 99.172 -0,16 9 12,50
2025-08-26 NP EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB 124.040 -17,38 11.285 -9,74
2025-08-11 13F Brown Brothers Harriman & Co 2.844 0,00 259 9,32
2025-07-17 13F Janney Montgomery Scott LLC 48.621 1,40 4 33,33
2025-08-08 13F Creative Planning 189.002 -3,78 17.195 5,11
2025-04-29 13F Hm Payson & Co 1.712 0,00 143 -8,39
2025-08-05 13F GPS Wealth Strategies Group, LLC 837 -38,50 76 -32,74
2025-08-08 13F Ironwood Investment Counsel, LLC 2.728 0,00 248 9,25
2025-07-11 13F Trust Co Of Virginia /va 8.549 -3,12 778 5,86
2025-07-11 13F Eagle Bay Advisors LLC 2.747 -2,59 250 6,41
2025-08-14 13F Warren Averett Asset Management, LLC 143.454 -0,90 13.051 8,26
2025-08-07 13F Midland Wealth Advisors Llc 878.292 1,13 79.907 10,48
2025-07-08 13F Hickory Point Bank & Trust 7.181 0,00 653 9,20
2025-07-02 13F Dentgroup LLC 5.294 -1,51 482 7,61
2025-08-18 13F Tactive Advisors, LLC 0 -100,00 0
2025-08-11 13F Pin Oak Investment Advisors Inc 72 0,00 0
2025-08-12 13F Heritage Trust Co 75.632 24,12 6.881 35,61
2025-07-16 13F West Branch Capital LLC 413 -58,49 38 -54,88
2025-08-04 13F/A 626 Financial, LLC 5.380 0,00 489 9,15
2025-08-06 13F Moors & Cabot, Inc. 12.314 3,71 1.120 13,36
2025-08-11 13F Tidemark, LLC 924 -22,94 84 -15,15
2025-05-02 13F Capital A Wealth Management, LLC 23 2
2025-07-10 13F Tompkins Financial Corp 4.858 0,00 442 9,16
2025-07-29 13F Fundamentun, Llc 11.507 -27,72 1.047 -21,06
2025-08-06 13F Tradewinds, LLC. 4.982 453
2025-07-22 13F Signature Wealth Management Partners, LLC 6.300 0,00 573 9,35
2025-07-16 13F Advisors Management Group Inc /adv 2.672 0,00 0
2025-07-22 13F Old National Bancorp /in/ 10.548 960
2025-08-06 13F Commonwealth Equity Services, Llc 801.588 7,72 73 18,03
2025-08-06 13F DDFG, Inc 60.577 3,44 5.511 13,00
2025-07-18 13F Founders Capital Management 1.126 0,00 102 9,68
2025-07-09 13F Sawyer & Company, Inc 71 0,00 0
2025-08-14 13F Strive Asset Management, LLC 0 -100,00 0
2025-07-23 13F BankPlus Trust Department 233 0,00 21 10,53
2025-07-25 13F Fifth Third Wealth Advisors LLC 47.900 -9,97 4.358 -1,65
2025-08-11 13F Somerset Group LLC 23.937 12,24 2.178 22,58
2025-08-14 13F Smartleaf Asset Management LLC 486 -1,02 44 10,00
2025-07-16 13F Signature Resources Capital Management, LLC 85 8
2025-08-14 13F Integrated Wealth Concepts LLC 160.781 -0,91 14.628 8,25
2025-08-15 13F CI Private Wealth, LLC 49.660 -46,15 4.535 -40,95
2025-07-11 13F Adirondack Trust Co 112 0,00 10 11,11
2025-07-10 13F Triangle Securities Wealth Management 32.829 5,82 2.987 15,60
2025-08-06 13F Legacy Bridge, LLC 1.904 -0,16 173 9,49
2025-08-12 13F Aviso Financial Inc. 5.397 0,09 491 9,60
2025-08-08 13F Sawgrass Asset Management Llc 4.721 0,00 430 9,16
2025-07-09 13F Murphy, Middleton, Hinkle & Parker, Inc. 14.976 0,00 1.247 0,00
2025-04-04 13F Three Seasons Wealth, LLC 0 -100,00 0 -100,00
2025-08-11 13F Guidance Point Advisors, LLC 62.455 0,16 5.682 9,44
2025-07-15 13F Sightline Wealth Advisors, LLC 2.328 212
2025-07-08 13F Nbc Securities, Inc. 3.101 0,00 0
2025-07-10 13F Park Capital Management, LLC / WI 2.451 -34,40 223 -28,62
2025-08-13 13F All Terrain Financial Advisors, LLC 4.086 0,00 372 9,12
2025-03-12 13F/A Private Capital Management Llc 7.991 0,00 704 -3,43
2025-07-17 13F City Holding Co 13.386 0,00 1.218 9,25
2025-07-24 13F Brandywine Oak Private Wealth Llc 8.928 0,00 812 9,29
2025-08-04 13F AMG National Trust Bank 14.622 -3,53 1.330 5,39
2025-07-18 13F Trust Co Of Vermont 17.184 0,00 1.563 9,22
2025-07-17 13F HCR Wealth Advisors 3.913 -1,95 356 7,23
2025-07-22 13F SOL Capital Management CO 27.910 187,44 3
2025-08-08 13F Hartland & Co., LLC 36.828 -5,59 3.351 3,14
2025-04-28 13F Aaron Wealth Advisors LLC 0 -100,00 0
2025-08-12 13F Personal Cfo Solutions, Llc 3.293 0,12 300 9,52
2025-07-21 13F Creative Capital Management Investments LLC 204 0,00 19 12,50
2025-07-31 13F Moser Wealth Advisors, LLC 600 -28,57 55 -21,74
2025-08-13 13F VestGen Advisors, LLC 5.757 0,00 524 9,19
2025-08-06 13F Bensler, LLC 4.103 0,00 373 9,38
2025-08-12 13F Vickerman Investment Advisors, Inc. 4.012 -2,76 365 6,41
2025-03-28 NP SECT - Main Sector Rotation ETF 2.443.875 -19,81 230.457 -16,59
2025-08-08 13F WASHINGTON TRUST Co 0 -100,00 0
2025-08-14 13F C M Bidwell & Associates Ltd 124 0,00 11 10,00
2025-07-28 13F Mowery & Schoenfeld Wealth Management, LLC 13.200 0,00 1.201 9,19
2025-08-12 13F Cornerstone Wealth Management, LLC 3.264 -0,12 297 8,82
2025-07-29 13F Ifrah Financial Services, Inc. 143.681 0,55 13.072 9,85
2025-07-10 13F Global Financial Private Client, LLC 0 -100,00 0
2025-07-30 13F Insight Advisors, LLC/ PA 3.720 -8,22 338 0,30
2025-08-06 13F Prospera Financial Services Inc 6.504 150,93 593 174,07
2025-07-30 13F Bogart Wealth, LLC 208 0,00 19 5,88
2025-07-31 13F BIP Wealth, LLC 2.467 224
2025-08-13 13F Townsquare Capital Llc 0 -100,00 0
2025-05-09 13F Briaud Financial Planning, Inc 0 -100,00 0
2025-08-12 13F Associated Banc-corp 88.948 -4,10 8.092 4,78
2025-08-14 13F Raymond James Financial Inc 1.840.129 -0,50 167.415 8,70
2025-08-05 13F Dunhill Financial, LLC 1.004 -0,10 91 9,64
2025-08-01 13F Delta Investment Management, LLC 3.637 -23,04 331 -16,03
2025-08-08 13F CFO4Life Group, LLC 2.250 -23,73 205 -16,73
2025-08-04 13F Creekmur Asset Management LLC 203 -4,69 18 5,88
2025-08-13 13F Colonial Trust Advisors 495 0,00 45 9,76
2025-07-17 13F Independence Bank of Kentucky 3.760 0,00 342 9,27
2025-08-14 13F Murphy & Mullick Capital Management Corp 464 0,00 43 13,16
2025-07-25 13F Ruedi Wealth Management, Inc. 0 -100,00 0
2025-07-15 13F Legacy Financial Group LLC 2.293 209
2025-08-12 13F Howe & Rusling Inc 31 -81,33 3 -84,62
2025-05-06 13F Venturi Wealth Management, LLC 0 -100,00 0
2025-07-25 13F Apollon Wealth Management, LLC 18.878 -12,14 1.718 -4,02
2025-07-31 13F Ballast Advisors Llc 150 0,00 14 8,33
2025-07-17 13F Neumann Capital Management, LLC 43.840 3,96 3.989 13,59
2025-04-23 13F Eagle Strategies LLC 0 -100,00 0
2025-08-11 13F Citigroup Inc 44.725 -58,42 4.069 -54,58
2025-07-29 13F Private Trust Co Na 9.809 -15,47 892 -7,66
2025-07-16 13F TOWER TRUST & INVESTMENT Co 115 0,00 10 11,11
2025-07-29 13F Tradewinds Capital Management, LLC 0 -100,00 0
2025-08-05 13F Peregrine Asset Advisers, Inc. 17.374 -1,02 1.581 8,15
2025-08-08 13F Pnc Financial Services Group, Inc. 1.957.170 -2,36 178.063 6,67
2025-08-14 13F Comerica Bank 167.734 -2,05 15.260 7,01
2025-07-22 13F Hubbell Strickland Wealth Management, LLC 8.340 -2,88 759 6,01
2025-07-07 13F Investors Research Corp 10 0,00 1
2025-07-11 13F First PREMIER Bank 296 0,00 0
2025-08-14 13F Ancora Advisors, LLC 3.394 0,00 309 9,22
2025-08-14 13F Royal Bank Of Canada 589.702 6,83 53.650 16,71
2025-05-14 13F Heritage Financial Services, LLC 0 -100,00 0
2025-07-21 13F Mechanics Financial Corp 0 -100,00 0
2025-08-08 13F Capital Investment Advisory Services, LLC 771 0,00 70 9,38
2025-07-17 13F Sound Income Strategies, LLC 396 -5,94 36 2,86
2025-08-08 13F Flaharty Asset Management, LLC 1.080 0,00 98 10,11
2025-05-12 13F Sandy Spring Bank 224.095 33,01 18.663 21,82
2025-08-08 13F Strategies Wealth Advisors, LLC 2.416 0,00 220 8,96
2025-08-12 13F LPL Financial LLC 1.563.773 11,28 142.272 21,57
2025-08-14 13F Quantinno Capital Management LP 6.329 -23,27 576 -16,18
2025-07-17 13F Raleigh Capital Management Inc. 1 0,00 0
2025-07-08 13F Legacy Private Trust Co. 6.400 0,00 582 9,40
2025-08-14 13F Diversify Wealth Management, Llc 3.134 0,00 294 13,51
2025-08-08 13F Advisors Capital Management, LLC 0 -100,00 0
2025-08-14 13F Bragg Financial Advisors, Inc 11.891 0,89 1.082 10,19
2025-08-08 13F Foundations Investment Advisors, LLC 3.291 19,20 299 30,57
2025-07-09 13F Bank of New Hampshire 107 -91,79 10 -91,67
2025-07-15 13F Graypoint LLC 8.475 -0,99 771 8,29
2025-08-13 13F Northwestern Mutual Wealth Management Co 1.215.536 5,73 110.590 15,51
2025-08-13 13F Baird Financial Group, Inc. 216.037 1,59 19.655 10,98
2025-07-18 13F RKL Wealth Management LLC 10.470 -31,23 953 -24,86
2025-08-11 13F Bradley Foster & Sargent Inc/ct 2.608 -16,09 237 -8,14
2025-07-15 13F Cranbrook Wealth Management, LLC 41.022 -1,17 3.732 7,99
2025-07-17 13F Catalytic Wealth RIA, LLC 28.089 -4,86 2.556 3,95
2025-07-17 13F Greenleaf Trust 77.042 -2,63 7.009 6,37
2025-07-14 13F AdvisorNet Financial, Inc 10.160 -2,45 924 6,57
2025-07-15 13F Oxinas Partners Wealth Management LLC 0 -100,00 0
2025-08-05 13F LTG Capital LLC 38.540 -5,81 3.506 2,91
2025-07-18 13F United Bank 29.091 0,00 2.647 9,25
2025-08-13 13F Johnson Financial Group, Inc. 1.411 0,00 128 9,40
2025-08-18 13F N.E.W. Advisory Services LLC 2.179 0,00 198 9,39
2025-05-15 13F D. E. Shaw & Co., Inc. 0 -100,00 0 -100,00
2025-08-05 13F EPG Wealth Management LLC 72 0,00 7 20,00
2025-07-14 13F S.A. Mason LLC 1.336 0,00 122 9,01
2025-08-06 13F SJA Financial Advisory, LLC 97.731 0,20 8.892 9,47
2025-04-28 13F Mainstream Capital Management LLC 0 -100,00 0
2025-08-01 13F SYM FINANCIAL Corp 200 18
2025-07-10 13F Compton Wealth Advisory Group, LLC 8.004 -4,02 728 4,90
2025-08-07 13F Montag A & Associates Inc 1.248 0,00 114 9,71
2025-07-10 13F Weinberger Asset Management, Inc 45.326 -1,92 4.124 7,15
2025-08-13 13F Continuum Advisory, LLC 0 -100,00 0
2025-05-06 13F Oakwell Private Wealth Management, LLC 0 -100,00 0
2025-08-08 13F Renasant Bank 11.189 -30,09 1.018 -23,65
2025-07-29 13F Regions Financial Corp 467.602 6,56 42.542 16,41
2025-07-01 13F Burkett Financial Services, Llc 470 0,21 43 7,69
2025-08-04 13F HBK Sorce Advisory LLC 5.083 -11,07 462 -2,94
2025-07-18 13F Pure Financial Advisors, Inc. 5.256 11,10 478 21,63
2025-07-23 13F Citizens National Bank Trust Department 280 0,00 25 8,70
2025-08-12 13F Asset Management Group, Inc. 58.046 0,15 5.281 9,43
2025-07-14 13F Pacifica Partners Inc. 112 0,00 10 25,00
2025-08-07 13F Palouse Capital Management, Inc. 368 0,00 33 10,00
2025-08-13 13F GeoWealth Management, LLC 86 -3,37 8 0,00
2025-07-07 13F Wesbanco Bank Inc 5.692 1,21 518 10,47
2025-08-14 13F Beaird Harris Wealth Management, LLC 159 0,00 14 7,69
2025-08-14 13F Fayez Sarofim & Co 9.249 0,00 841 9,22
2025-04-01 13F Modus Advisors, LLC 0 -100,00 0 -100,00
2025-07-30 13F BlueChip Wealth Advisors LLC 3.351 0,00 305 8,96
2025-07-23 13F Nbt Bank N A /ny 3.890 0,00 354 9,29
2025-08-13 13F Quadrant Capital Group Llc 0 -100,00 0
2025-07-30 13F Strategic Blueprint, LLC 3.205 17,36 292 28,19
2025-08-08 13F Fortis Group Advisors, LLC 500 0,00 46 9,76
2025-08-11 13F Western Wealth Management, LLC 10.437 5,88 950 15,73
2025-07-16 13F Cove Private Wealth, LLC 3.290 0,00 299 9,52
2025-07-10 13F Atticus Wealth Management, Llc 188 0,00 17 13,33
2025-07-17 13F New Covenant Trust Company, N.A. 0 -100,00 0
2025-07-25 13F Transcendent Capital Group LLC 44.074 0,02 4.010 9,27
2025-08-05 13F Welch & Forbes Llc 8.423 0,00 766 9,27
2025-08-12 13F Guerra Pan Advisors, Llc 6.613 0,00 602 9,27
2025-07-24 13F Rice Partnership, LLC 694 0,00 63 10,53
2025-08-13 13F Natixis Advisors, L.p. 32.348 6,41 3 0,00
2025-07-23 13F Trueblood Wealth Management, LLC 3.624 0,14 330 9,30
2025-08-01 13F Bank of Jackson Hole Trust 3.390 48,03 308 51,72
2025-08-14 13F Mpwm Advisory Solutions, Llc 160 0,00 15 7,69
2025-08-04 13F Arkadios Wealth Advisors 7.442 3,69 677 13,40
2025-08-06 13F Kcm Investment Advisors Llc 3.550 0,00 323 9,15
2025-08-13 13F Cresset Asset Management, LLC 22.603 2,41 2.057 11,86
2025-07-28 13F IFG Advisors, LLC 5.882 0,00 535 9,41
2025-07-08 13F Atlas Brown,Inc. 9.960 3,76 906 13,39
2025-08-01 13F Petra Financial Advisors Inc 4.901 0,00 446 9,07
2025-07-30 13F Parcion Private Wealth LLC 6.804 0,00 619 9,36
2025-08-07 13F/A Tortoise Investment Management, LLC 0 -100,00 0 -100,00
2025-07-17 13F Fee-Only Financial Planning, L.C. 2.560 0,00 233 8,92
2025-07-14 13F Armstrong Advisory Group, Inc 6.921 -14,29 630 -14,31
2025-07-09 13F Finley Financial, LLC 15.037 0,00 1.368 9,70
2025-08-13 13F Wellspring Financial Advisors, LLC 18.853 -4,93 1.715 3,88
2025-08-14 13F Great Valley Advisor Group, Inc. 7.442 2,69 677 12,27
2025-08-15 13F Security National Bank Of So Dak 3.200 0,00 291 9,40
2025-07-29 13F Chicago Partners Investment Group LLC 9.442 0,05 887 10,20
2025-08-06 13F Vestmark Advisory Solutions, Inc. 7.043 641
2025-07-21 13F Segment Wealth Management, LLC 31.700 0,00 2.884 9,28
2025-07-17 13F Smith Anglin Financial, LLC 3.742 -11,72 340 -3,41
2025-05-15 13F Glenmede Trust Co Na 16.970 0,00 1.413 -8,43
2025-07-17 13F Hanson & Doremus Investment Management 396 0,00 0
2025-07-11 13F Seacrest Wealth Management, Llc 0 -100,00 0
2025-07-23 13F Fulton Breakefield Broenniman Llc 50.724 -0,90 4.615 8,26
2025-08-14 13F Mercer Global Advisors Inc /adv 37.173 -12,95 3.382 -4,89
2025-08-14 13F Moneta Group Investment Advisors Llc 124.435 7,24 11.321 17,16
2025-05-14 13F Estate Counselors, LLC 0 -100,00 0
2025-07-16 13F American National Bank 584 0,52 53 10,42
2025-07-16 13F Townsend Asset Management Corp /nc/ /adv 2.670 0,00 243 9,01
2025-08-11 13F Johnson Financial Group, LLC 3.695 -14,90 336 -6,93
2025-08-05 13F Key FInancial Inc 6.777 -7,35 617 1,15
2025-08-08 13F Glassman Wealth Services 3.636 0,00 331 9,27
2025-08-14 13F Fiduciary Trust Co 4.463 -20,94 406 -13,62
2025-08-13 13F Haverford Trust Co 4.976 0,00 453 9,18
2025-08-14 13F Stifel Financial Corp 209.543 -1,53 19.066 7,57
2025-08-13 13F Russell Investments Group, Ltd. 2.749 -1,36 250 7,76
2025-08-06 13F Financial Alternatives, Inc 9.084 0,00 826 9,26
2025-08-08 13F Good Life Advisors, LLC 2.263 206
2025-07-25 13F Sequoia Financial Advisors, LLC 4.190 23,13 381 34,63
2025-08-08 13F Horrell Capital Management, Inc. 1.220 0,00 111 8,91
2025-07-16 13F New Insight Wealth Advisors 2.311 210
2025-08-05 13F Bank Of Montreal /can/ 522.412 0,06 47.529 9,32
2025-07-30 13F Crewe Advisors LLC 9.908 -1,50 901 7,65
2025-07-28 13F Ritholtz Wealth Management 2.804 255
2025-07-30 13F Probity Advisors, Inc. 3.260 -8,01 297 0,34
2025-07-25 13F Stephens Consulting, LLC 136 0,00 12 9,09
2025-08-06 13F Maltin Wealth Management, Inc. 33.767 7,93 3.072 17,93
2025-07-16 13F Meridian Investment Counsel Inc. 10.644 0,00 968 9,26
2025-07-08 13F Rise Advisors, LLC 195 -57,24 18 -54,05
2025-08-14 13F Ameriprise Financial Inc 1.025.026 -10,38 94.611 -0,53
2025-07-14 13F Lee-Kelleher Wealth Management 38.688 -0,15 3.520 9,08
2025-07-31 13F Schneider Downs Wealth Management Advisors, LP 10.450 92,38 951 110,18
2025-07-15 13F Hidden Cove Wealth Management, LLC 2.240 204
2025-07-24 13F Capital Advisors, Ltd. LLC 215.979 -4,00 20 5,56
2025-07-02 13F InvesTrust 60.468 -3,97 5.501 4,92
2025-08-08 13F Mv Capital Management, Inc. 3.481 -7,81 317 0,64
2025-08-13 13F M&t Bank Corp 61.842 -0,27 5.626 8,95
2025-08-11 13F Y.D. More Investments Ltd 680 0,00 62 8,93
2025-08-13 13F Financial Freedom, LLC 0 -100,00 0
2025-07-09 13F Breakwater Capital Group 11.237 6,81 1.022 16,67
2025-05-01 13F Schechter Investment Advisors, LLC 0 -100,00 0
2025-08-29 13F Evolution Wealth Management Inc. 100 9
2025-08-06 13F Golden State Wealth Management, LLC 36 0,00 3 50,00
2025-08-11 13F Intrust Bank Na 3.991 0,00 363 9,34
2025-07-22 13F DT Investment Partners, LLC 2.520 0,00 229 9,57
2025-08-08 13F IMA Wealth, Inc. 408 0,00 37 12,12
2025-08-12 13F Global Retirement Partners, LLC 38.811 -5,83 3.531 -5,79
2025-05-13 13F Neuberger Berman Group LLC 0 -100,00 0
2025-08-12 13F Ameritas Investment Partners, Inc. 10.163 0,00 925 9,22
2025-07-09 13F Massmutual Trust Co Fsb/adv 13.952 0,00 1.269 9,30
2025-07-22 13F Confluence Wealth Services, Inc. 2.674 0,00 243 13,02
2025-07-30 13F Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma 5.383 -5,36 490 6,77
2025-08-13 13F Alerus Financial Na 6.790 0,00 618 9,20
2025-08-18 13F Hershey Financial Advisers, LLC 0 -100,00 0
2025-07-21 13F Pacific Financial Group Inc 28.755 -16,25 2.616 -8,50
2025-07-31 13F Glass Jacobson Investment Advisors llc 22.318 -2,20 2.030 -2,12
2025-08-11 13F Annis Gardner Whiting Capital Advisors, LLC 288 0,00 26 13,04
2025-07-08 13F Webster Bank, N. A. 1.352 123
2025-07-08 13F/A Salem Investment Counselors Inc 1.167 0,00 106 9,28
2025-08-04 13F Bristlecone Advisors, LLC 198 0,00 18 12,50
2025-04-23 13F Saxony Capital Management, LLC 0 -100,00 0 -100,00
2025-04-10 13F Bremer Bank National Association 2.637 0,00 220 -8,37
2025-07-11 13F Matthew Goff Investment Advisor, LLC 3.199 0,00 291 9,40
2025-07-22 13F Sage Financial Group Inc 2.949 0,00 268 9,39
2025-07-16 13F Eagle Global Advisors Llc 2.800 0,00 255 9,01
2025-08-05 13F MidAtlantic Capital Management, Inc. 4.739 -0,82 431 8,56
2025-07-28 13F Courier Capital Llc 278.009 3,85 25.293 13,46
2025-08-12 13F Main Management LLC 33.498 -95,21 3 -94,83
2025-07-16 13F Stephenson National Bank & Trust 560 0,00 51 8,70
2025-08-04 13F Merkkuri Wealth Advisors LLC 4.982 -52,70 453 -48,35
2025-07-31 13F AlTi Global, Inc. 154.481 -40,02 14.055 -34,47
2025-08-12 13F Gladstone Institutional Advisory LLC 5.254 11,57 478 21,94
2025-08-14 13F Wiley Bros.-aintree Capital, Llc 21.658 -1,52 1.970 7,71
2025-08-08 13F Atlantic Trust, LLC 1.560 -32,38 142 -26,56
2025-08-28 NP New Age Alpha Variable Funds Trust - NAA MID GROWTH SERIES 18.914 255,79 1.721 289,14
2025-08-11 13F Outlook Wealth Advisors, LLC 8.064 -9,27 734 -0,95
2025-08-14 13F Two Sigma Securities, Llc 2.449 223
2025-04-11 13F Summit Investment Advisory Services, LLC 0 -100,00 0
2025-08-07 13F PFG Advisors 0 -100,00 0
2025-08-14 13F Price T Rowe Associates Inc /md/ 9.435 106,23 1
2025-07-14 13F Abound Wealth Management 339 0,00 31 7,14
2025-08-11 13F Novak & Powell Financial Services, Inc. 6.148 -63,05 559 -59,64
2025-08-12 13F Armor Investment Advisors, LLC 440 0,00 40 11,11
2025-05-12 13F Independent Advisor Alliance 0 -100,00 0
2025-07-16 13F Dakota Wealth Management 2.967 0,00 270 8,91
2025-07-25 13F Verdence Capital Advisors LLC 15.225 0,00 1.385 9,31
2025-07-08 13F Heartwood Wealth Advisors LLC 10.059 0,00 915 9,32
2025-07-14 13F Mechanics Bank Trust Department 73.775 -9,49 6.712 -1,11
2025-08-12 13F Jacobi Capital Management LLC 4.811 0,00 438 9,25
2025-08-12 13F Running Point Capital Advisors, LLC 201 0,00 18 12,50
2025-04-15 13F Transform Wealth, LLC 3.413 -1,07 284 -9,27
2025-07-17 13F Park Place Capital Corp 14.347 -27,33 1.314 -20,07
2025-08-06 13F Destiny Capital Corp/CO 3.335 6,72 303 16,54
2025-04-24 13F Bartlett & Co. Wealth Management Llc 0 -100,00 0
2025-07-10 13F High Net Worth Advisory Group LLC 2.700 0,00 246 9,38
2025-07-17 13F HB Wealth Management, LLC 64.257 -3,40 5.846 5,54
2025-07-28 13F Harbour Investments, Inc. 3.637 -21,80 331 -14,73
2025-08-12 13F Watchman Group, Inc. 15.411 -6,89 1.402 1,74
2025-08-11 13F Wealthspire Advisors, LLC 46.528 -4,09 4.233 4,78
2025-08-13 13F Lido Advisors, LLC 260.913 29,44 23.738 41,40
2025-07-17 13F Nelson, Van Denburg & Campbell Wealth Management Group, LLC 8.954 -5,72 815 3,04
2025-08-14 13F/A Rockefeller Capital Management L.P. 252.989 -0,58 23.017 8,61
2025-08-07 13F Zurcher Kantonalbank (Zurich Cantonalbank) 19.479 -1,86 1.770 7,27
2025-08-07 13F Kestra Private Wealth Services, Llc 3.826 -25,17 348 -18,12
2025-08-04 13F Mayflower Financial Advisors, LLC 3.591 0,00 327 9,03
2025-08-15 13F Morgan Stanley 7.346.530 -1,20 668.387 7,94
2025-08-15 13F Provenance Wealth Advisors, LLC 76 0,00 7 0,00
2025-07-24 13F Jfs Wealth Advisors, Llc 91.960 -1,69 8.366 7,39
2025-08-11 13F Aptus Capital Advisors, LLC 1.014 11,92 92 22,67
2025-07-15 13F Axis Wealth Partners, LLC 13.778 43,88 1.254 57,21
2025-07-16 13F Perigon Wealth Management, LLC 10.208 -5,80 929 2,88
2025-08-14 13F Clientfirst Wealth Management, LLC 4.324 0,00 393 9,17
2025-08-14 13F/A Perritt Capital Management Inc 4.434 0,16 403 9,51
2025-07-07 13F Bangor Savings Bank 9.985 0,00 908 9,27
2025-08-13 13F SCS Capital Management LLC 11.994 0,12 1.091 9,43
2025-07-25 13F Sather Financial Group Inc 11.360 0,00 1.034 9,20
2025-05-08 13F Menard Financial Group LLC 0 -100,00 0
2025-05-15 13F Harvest Investment Services, LLC 0 -100,00 0
2025-05-07 13F WMS Partners, LLC 0 -100,00 0
2025-08-14 13F CoreCap Advisors, LLC 4.406 -0,77 401 8,40
2025-07-16 13F MKT Advisors LLC 4.000 0,00 366 22,00
2025-08-06 13F Geometric Wealth Advisors 5.537 0,00 504 9,11
2025-08-07 13F McClarren Financial Advisors, Inc. 0 -100,00 0
2025-07-16 13F Meridian Financial, LLC 5.944 1,28 541 10,66
2025-08-12 13F MAI Capital Management 729.867 -1,51 66.403 7,59
2025-08-05 13F Mma Asset Management Llc 3.116 0,00 283 9,27
2025-07-11 13F Prosperity Planning, Inc. 7.019 0,34 639 9,62
2025-07-21 13F Ameriflex Group, Inc. 904 209,59 82 237,50
2025-07-16 13F Northern Oak Wealth Management Inc 166.209 -4,58 15.122 4,25
2025-08-14 13F Gen-Wealth Partners Inc 1.440 0,00 131 10,08
2025-07-21 13F Ameritas Advisory Services, LLC 1.262 -87,57 115 -87,60
2025-08-15 13F Captrust Financial Advisors 431.788 -77,59 39.284 -75,52
2025-08-14 13F Hilltop Holdings Inc. 5.550 0,00 505 9,09
2025-08-13 13F Flow Traders U.s. Llc 0 -100,00 0
2025-07-10 13F YHB Investment Advisors, Inc. 13.412 -0,19 1.220 9,03
2025-04-10 13F Thurston, Springer, Miller, Herd & Titak, Inc. 0 -100,00 0
2025-07-08 13F Atwood & Palmer Inc 365 0,00 33 10,00
2025-08-13 13F Vance Wealth, Inc. 25.740 -4,28 2.342 4,56
2025-08-04 13F Terril Brothers, Inc. 3.906 0,00 355 9,23
2025-08-13 13F Riverview Capital Advisers, LLC 0 -100,00 0
2025-08-13 13F Brown Advisory Inc 12.246 4,54 1.114 14,26
2025-07-22 13F Relyea Zuckerberg Hanson LLC 2.436 -28,88 222 -22,46
2025-07-14 13F Clayton Financial Group LLC 0 -100,00 0
2025-08-13 13F Smith, Moore & Co. 2.423 0,00 220 9,45
2025-07-24 13F CarsonAllaria Wealth Management, Ltd. 111 0,00 10 11,11
2025-08-14 13F Dearborn Partners Llc 10.820 -1,38 984 7,78
2025-07-03 13F First Hawaiian Bank 37.648 -1,91 3.425 7,17
2025-08-13 13F Summit Financial, LLC 11.722 -1,69 1.066 7,46
2025-07-15 13F Smith & Howard Wealth Management, LLC 3.420 0,12 311 9,51
2025-07-17 13F Wolff Wiese Magana Llc 2.285 0,00 208 8,95
2025-08-14 13F Colony Group, LLC 423.019 7,93 38.486 17,91
2025-08-08 13F Family Firm, Inc. 16.624 0,63 1.512 9,96
2025-07-11 13F Pinnacle Bancorp, Inc. 1.564 0,00 142 9,23
2025-07-17 13F Oakworth Capital, Inc. 9.040 0,00 822 9,31
2025-07-25 13F Johnson Investment Counsel Inc 6.281 -1,16 571 7,94
2025-08-05 13F Texas Bank & Trust Co 7.707 -6,29 701 2,49
2025-07-11 13F Colorado Capital Management, Inc. 2.199 0
2025-08-11 13F VSM Wealth Advisory, LLC 144 0,00 13 8,33
2025-08-04 13F Horizon Wealth Management, LLC 2.755 0,00 251 9,17
2025-07-31 13F Kathleen S. Wright Associates Inc. 832 0,00 76 8,70
2025-07-24 13F Thompson Investment Management, Inc. 656 0,00 60 9,26
2025-08-12 13F Pathstone Holdings, LLC 34.506 0,00 3.139 9,26
2025-07-29 13F Dale Q Rice Investment Management Ltd 0 -100,00 0
2025-08-05 13F Tsfg, Llc 232 0,00 0
2025-07-17 13F C2C Wealth Management, LLC 19.475 -0,57 1.772 8,58
2025-07-18 13F Benchmark Wealth Management, LLC 2.398 218
2025-05-01 13F Steel Peak Wealth Management LLC 0 -100,00 0
2025-07-16 13F PFS Partners, LLC 1.332 0,00 121 10,00
2025-08-12 13F J.w. Cole Advisors, Inc. 16.666 238,26 1.516 269,76
2025-08-11 13F Avantax Planning Partners, Inc. 21.457 -3,27 1.952 5,68
2025-07-17 13F Gleason Group, Inc. 154 0,00 14 16,67
2025-08-11 13F Lowe Brockenbrough & Co Inc 147 13
2025-08-14 13F Hancock Whitney Corp 7.918 -1,12 720 8,11
2025-07-14 13F LaFleur & Godfrey LLC 2.287 -6,73 208 1,96
2025-08-13 13F Baker Avenue Asset Management, LP 2.942 -1,77 268 7,23
2025-04-15 13F Alpha Omega Wealth Management LLC 0 -100,00 0
2025-08-04 13F Heritage Investors Management Corp 2.900 0,00 0
2025-07-08 13F Lowe Wealth Advisors, LLC 40 0,00 4 0,00
2025-07-24 13F Callan Family Office, LLC 84.641 -6,64 7.701 2,00
2025-07-23 13F Slow Capital, Inc. 17.364 -7,47 1.580 1,09
2025-08-07 13F PCG Wealth Advisors, LLC 4.626 0,09 421 9,38
2025-08-14 13F Connecticut Wealth Management, LLC 3.000 0,00 273 9,24
2025-08-06 13F Savant Capital, LLC 266.442 -1,63 24.241 7,47
2025-08-08 13F Independence Financial Advisors, LLC 60.359 5.491
2025-08-13 13F My Purposeful Wealth Corp. 0 -100,00 0
2025-08-14 13F STAR Financial Bank 3.521 -8,45 320 0,00
2025-08-08 13F Bailard, Inc. 3.003 -2,25 273 7,06
2025-07-29 13F Stratos Wealth Advisors, LLC 3.632 0,03 331 9,27
2025-07-08 13F Davis Investment Partners, LLC 20.650 0,00 1.891 14,61
2025-07-23 13F Trifecta Capital Advisors, LLC 2.540 0,00 231 9,48
2025-05-14 13F Oarsman Capital, Inc. 0 -100,00 0 -100,00
2025-08-14 13F BancorpSouth Bank 9.858 -1,63 897 7,43
2025-08-06 13F New Millennium Group LLC 60 0,00 5 25,00
2025-08-06 13F Rps Advisory Solutions Llc 6.200 -1,26 564 8,05
2025-07-22 13F Belpointe Asset Management LLC 2.268 206
2025-07-28 13F Revolve Wealth Partners, LLC 2.215 202
2025-08-06 13F OneAscent Family Office, LLC 10.861 0,00 1
2025-08-11 13F Great Lakes Advisors, Llc 6.907 -0,80 628 8,46
2025-07-24 13F Ronald Blue Trust, Inc. 1.212 28,94 110 41,03
2025-07-11 13F Farther Finance Advisors, LLC 51.063 0,16 4.646 8,65
2025-08-13 13F Summit Wealth Group Llc / Co 27.734 2.523
2025-04-09 13F Moller Financial Services 0 -100,00 0
2025-08-14 13F Qube Research & Technologies Ltd 398 123,60 36 157,14
2025-08-14 13F Jane Street Group, Llc 10.086 918
2025-07-22 13F David Wealth Management LLC 3.202 12,75 291 23,31
2025-08-01 13F Y-Intercept (Hong Kong) Ltd 0 -100,00 0
2025-08-05 13F Mission Wealth Management, Lp 6.044 -0,10 550 9,15
2025-08-11 13F Ritter Daniher Financial Advisory LLC / DE 18.614 -3,38 1.694 5,55
2025-07-10 13F HWG Holdings LP 0 -100,00 0
2025-07-29 13F Dumont & Blake Investment Advisors Llc 32.065 0,16 2.917 9,41
2025-08-15 13F Northeast Financial Consultants Inc 4.064 0,00 370 9,17
2025-07-23 13F First Merchants Corp 142.899 -2,53 13.001 6,48
2025-07-21 13F Corundum Group, Inc. 7.000 0,00 637 9,28
2025-08-11 13F Teachers Insurance & Annuity Association Of America 27.171 45,53 2.472 59,07
2025-07-18 13F SOA Wealth Advisors, LLC. 98.279 -19,61 8.941 -12,18
2025-08-12 13F BlackRock, Inc. 11.505 -0,95 1.047 8,17
2025-07-14 13F Park Avenue Securities Llc 0 -100,00 0
2025-07-24 13F Stonebridge Financial Group, LLC 0 -100,00 0
2025-07-31 13F FSM Wealth Advisors, LLC 2.424 223
2025-08-18 13F Pacific Center for Financial Services 308 0,00 28 12,00
2025-08-06 13F Atlantic Union Bankshares Corp 227.113 20.663
2025-08-05 13F Centennial Bank/AR/ 400 0,00 36 9,09
2025-08-06 13F Nicholas Hoffman & Company, LLC. 7.056 642
2025-08-14 13F Silvercrest Asset Management Group Llc 10.812 0,00 984 9,22
2025-07-17 13F Alpine Bank Wealth Management 27.450 -13,41 2.497 -5,38
2025-08-06 13F SOUTH STATE Corp 12.709 -13,08 1.156 -5,01
2025-07-15 13F Ballentine Partners, LLC 10.260 -0,29 933 9,00
2025-07-29 13F Wealthstream Advisors, Inc. 5.611 -1,58 510 7,59
2025-07-15 13F Main Street Group, LTD 1.244 9,80 113 20,21
2025-07-31 13F Burke & Herbert Bank & Trust Co 3.490 0,00 318 9,31
2025-08-13 13F Royal Fund Management, LLC 7.157 75,98 653 92,33
2025-08-13 13F Renaissance Technologies Llc 2.300 209
2025-08-13 13F B&D White Capital Company, LLC 0 -100,00 0
2025-07-25 13F Allspring Global Investments Holdings, LLC 3.927 27,67 360 39,69
2025-07-30 13F Rehmann Capital Advisory Group 19.139 -0,75 1.741 8,47
2025-08-14 13F Glen Eagle Advisors, LLC 6.571 -1,48 598 7,57
2025-08-15 13F Tower Research Capital LLC (TRC) 16.520 1.503
2025-07-29 13F Sigma Investment Counselors Inc 5.098 464
2025-08-04 13F IFG Advisory, LLC 4.500 -3,93 409 4,87
2025-08-14 13F Oxford Financial Group Ltd 600 0,00 55 10,20
2025-07-11 13F Thomasville National Bank 3.133 -11,47 285 -3,06
2025-07-14 13F Sowell Financial Services LLC 4.886 0,10 445 9,36
2025-07-17 13F Venture Visionary Partners LLC 9.081 -10,84 826 -2,59
2025-07-28 13F Corundum Trust Company, INC 21.744 0,00 1.978 9,28
2025-07-11 13F Ullmann Financial Group, Inc. 26.859 0,20 2.444 9,45
2025-08-12 13F Argent Trust Co 144.433 19,37 13.141 30,41
2025-07-15 13F DSG Capital Advisors, LLC 7.852 0,00 714 9,34
2025-07-11 13F Harbour Capital Advisors, LLC 10.055 0,00 928 15,71
2025-07-15 13F Fifth Third Bancorp 135.855 -2,64 12.360 6,36
2025-07-28 13F Private Wealth Asset Management, LLC 13.760 0,00 1.252 9,26
2025-08-07 13F Parkside Financial Bank & Trust 3.453 0,00 314 9,41
2025-08-08 13F Accredited Investors Inc. 3.854 -5,59 351 3,24
2025-08-06 13F Bonfire Financial 6.616 0,02 602 9,27
2025-08-13 13F Idaho Trust Bank 51.649 17,86 4.699 28,75
2025-05-01 13F Bleakley Financial Group, LLC 0 -100,00 0
2025-08-05 13F Sigma Planning Corp 33.247 -20,72 3.025 -13,40
2025-07-28 13F Duncker Streett & Co Inc 1.500 -5,06 136 3,82
2025-07-07 13F Peterson Wealth Advisors, LLC 7.563 -8,58 688 10,61
2025-08-14 13F Acas, Llc 10.386 -1,93 987 11,54
2025-07-21 13F River Street Advisors LLC 7.053 60,11 642 75,14
2025-08-18 13F Hollencrest Capital Management 320 0,00 29 11,54
2025-08-13 13F Willis Johnson & Associates, Inc. 683.375 5,52 62.173 15,28
2025-05-05 13F Nwam Llc 0 -100,00 0
2025-08-12 13F Steward Partners Investment Advisory, Llc 331.044 2,85 30.118 12,36
2025-04-17 13F Qrg Capital Management, Inc. 0 -100,00 0
2025-08-11 13F Highview Capital Management LLC/DE/ 2.446 -12,52 223 -4,31
2025-08-01 13F American Financial & Tax Strategies Inc 5.406 0,00 492 9,11
2025-07-28 13F Perfromance Wealth Partners, LLC 28.576 -0,86 2.600 8,29
2025-08-15 13F Kestra Advisory Services, LLC 172.543 8,92 15.698 18,99
2025-07-16 13F Independent Wealth Network Inc. 5.796 -0,57 527 8,66
2025-08-13 13F Gateway Wealth Partners, LLC 2.210 201
2025-08-07 13F Runnymede Capital Advisors, Inc. 0 -100,00 0
2025-07-07 13F Trust Co 135 0,00 12 9,09
2025-08-13 13F Northern Trust Corp 1.097.051 6,11 99.810 15,92
2025-08-08 13F Kingsview Wealth Management, LLC 13.967 -9,69 1.271 -1,40
2025-07-09 13F Lbmc Investment Advisors, Llc 14.495 0,04 1.319 9,29
2025-08-08 13F Citizens Financial Group Inc/ri 55.198 10,13 5.022 20,29
2025-08-14 13F EP Wealth Advisors, Inc. 55.796 1,01 5.076 10,35
2025-07-21 13F TFG Advisers LLC 2.292 208
2025-07-30 13F D.a. Davidson & Co. 1.097.315 3,69 99.834 13,28
2025-08-18 13F Front Row Advisors LLC 11.086 0,00 1.009 9,21
2025-07-29 13F Northeast Investment Management 3.402 0,00 310 9,19
2025-08-06 13F Garrison Point Advisors, Llc 2.700 -3,57 246 5,15
2025-07-29 13F Lyell Wealth Management, Lp 2.875 0,00 262 9,21
2025-07-25 13F Presilium Private Wealth, Llc 0 -100,00 0
2025-08-11 13F NewEdge Wealth, LLC 3.059 4,30 282 15,57
2025-08-28 NP New Age Alpha Funds Trust - NAA Mid Growth Fund Institutional Class 8.149 -0,94 741 8,18
2025-08-13 13F EverSource Wealth Advisors, LLC 1.795 0,00 163 9,40
2025-07-15 13F Kentucky Trust Co 1.560 0,00 142 9,30
2025-08-14 13F Betterment LLC 6.055 17,19 1
2025-07-14 13F U.S. Capital Wealth Advisors, LLC 14.348 0,66 1.305 9,94
2025-07-21 13F Quent Capital, LLC 0 -100,00 0
2025-07-08 13F 21 West Wealth Management LLC 5.404 492
2025-08-07 13F Gryphon Financial Partners LLC 0 -100,00 0
2025-08-07 13F Hughes Financial Services, LLC 94 -30,88 9 -27,27
2025-08-14 13F Fmr Llc 4.120.558 3,13 374.888 12,67
2025-08-13 13F River Wealth Advisors LLC 15.714 -0,58 1.430 8,59
2025-07-31 13F Buckingham Strategic Partners 11.285 -0,78 1.027 8,34
2025-04-10 13F EWG Elevate Inc. 0 -100,00 0
2025-07-08 13F Parallel Advisors, LLC 8.611 18,76 783 29,85
2025-07-15 13F First City Capital Management, Inc. 2.732 0,00 249 9,25
2025-08-05 13F Crestwood Advisors Group LLC 17.806 1,04 1.620 10,36
2025-07-29 13F Stratos Wealth Partners, LTD. 19.255 -15,00 1.752 -7,16
2025-08-27 NP FFOX - FundX Future Fund Opportunities ETF 15.914 1.448
2025-07-09 13F Sandy Cove Advisors, LLC 3.429 0,09 312 9,12
2025-08-05 13F Westside Investment Management, Inc. 288 0,00 26 13,04
2025-04-17 13F Montecito Bank & Trust 8.137 0,00 678 -8,39
2025-05-05 13F PCA Investment Advisory Services Inc. 0 -100,00 0
2025-08-12 13F Farmers National Bank 2.766 -0,90 252 8,19
2025-08-14 13F Glenmede Investment Management, LP 16.175 1.472
2025-07-25 13F Midwest Capital Advisors, LLC 2.164 0,00 197 8,89
2025-08-08 13F Tiemann Investment Advisors, Llc 19.908 2,76 1.811 12,28
2025-08-13 13F Transce3nd, LLC 98 0,00 9 0,00
2025-08-06 13F Rialto Wealth Management, LLC 4 0,00 0
2025-07-14 13F UMA Financial Services, Inc. 9 0,00 1
2025-07-23 13F Bear Mountain Capital, Inc. 352 -70,84 33 -68,00
2025-04-25 13F Smallwood Wealth Investment Management, LLC 48 4
2025-07-28 13F Holistic Planning, LLC 4.252 -1,64 387 7,22
2025-08-13 13F MONECO Advisors, LLC 17.743 -8,74 1.614 -0,31
2025-07-17 13F Jackson, Grant Investment Advisers, Inc. 719 0,14 65 10,17
2025-08-12 13F Private Management Group Inc 7.165 0,00 652 9,23
2025-04-22 13F Synergy Financial Management, LLC 0 -100,00 0
2025-08-14 13F GWM Advisors LLC 16.837 -0,71 1.532 8,43
2025-05-01 13F Grant/GrossMendelsohn, LLC 0 -100,00 0 -100,00
2025-08-12 13F Proequities, Inc. 0 0
2025-07-30 13F First Citizens Bank & Trust Co 12.490 -28,85 1.136 -22,25
2025-08-14 13F Aqr Capital Management Llc 10.648 -3,86 969 4,99
2025-07-28 13F Davidson Trust Co 6.700 17,56 609 28,48
2025-08-07 13F Fidelis Capital Partners, LLC 4.209 0,00 390 13,04
2025-07-24 13F Blair William & Co/il 29.865 -8,49 2.717 0,00
2025-07-24 13F Insight Inv LLC 3.312 -1,66 301 7,50
2025-08-15 13F Blue Edge Capital, LLC 99.611 -26,87 9.063 -20,11
2025-08-08 13F Meridian Wealth Management, LLC 13.773 -2,21 1.253 6,91
2025-08-05 13F Cassaday & Co Wealth Management LLC 208.610 6,69 18.979 16,56
2025-07-24 13F Eastern Bank 94 9
2025-08-14 13F Becker Capital Management Inc 49.962 0,03 4.546 9,28
2025-08-06 13F Soltis Investment Advisors LLC 39.285 7,87 3.574 17,84
2025-08-14 13F Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 3.740 0,00 340 9,32
2025-08-14 13F Ieq Capital, Llc 3.163 0,09 288 9,13
2025-07-30 13F Greenup Street Wealth Management Llc 105.117 3,64 9.564 13,23
2025-07-31 13F Waldron Private Wealth LLC 6.134 0,00 558 9,41
2025-08-13 13F Everstar Asset Management, LLC 3.912 -15,12 356 -7,31
2025-08-04 13F Keybank National Association/oh 580.119 -0,93 52.779 8,22
2025-07-30 13F Cullen/frost Bankers, Inc. 146.234 2,49 13.304 11,97
2025-07-23 13F Joel Isaacson & Co., LLC 506.929 2,72 46.120 12,21
2025-08-07 13F Allworth Financial LP 11.746 77,57 1.069 96,32
2025-07-10 13F Kmg Fiduciary Partners, Llc 8.855 0,00 806 9,23
2025-08-05 13F Elyxium Wealth, LLC 2.480 0,00 226 9,22
2025-08-14 13F Bank Of America Corp /de/ 3.797.381 3,56 345.486 13,14
2025-07-30 13F First Interstate Bank 2.288 208
2025-07-16 13F/A CX Institutional 23.351 40,14 2 100,00
2025-08-13 13F Dana Investment Advisors, Inc. 17.619 -9,32 1.603 -0,99
2025-07-21 13F Credential Qtrade Securities Inc. 1.715 157
2025-08-11 13F von Borstel & Associates, Inc. 0 -100,00 0
2025-08-12 13F Laurel Wealth Advisors LLC 1.007.335 8.758,03 11 -98,84
2025-07-22 13F Merit Financial Group, LLC 11.402 4,65 1.037 14,33
2025-07-16 13F Embree Financial Group 12.072 -61,00 1.098 -57,41
2025-07-29 13F Huntleigh Advisors, Inc. 2.883 -3,42 262 5,65
2025-08-07 13F Palisade Asset Management, LLC 6.257 0,00 569 9,21
2025-08-14 13F Mml Investors Services, Llc 43.265 35,57 4 50,00
2025-05-15 13F/A Orion Portfolio Solutions, LLC 2.429 7,29 202 -1,46
2025-07-24 13F Robertson Stephens Wealth Management, LLC 5.408 0,00 492 9,33
2025-08-13 13F Vertex Planning Partners, LLC 4.272 0,00 389 9,30
2025-07-09 13F Radnor Capital Management, LLC 2.352 0
2025-07-23 13F Stephen J. Garry & Associates, Llc 5.860 0,00 533 9,22
2025-08-12 13F Tocqueville Asset Management L.p. 4.410 0,00 401 9,26
2025-07-29 13F Signature Estate & Investment Advisors Llc 33.586 5,36 3.056 15,11
2025-07-23 13F Arcadia Investment Advisors Llc 2.240 0,00 204 9,14
2025-08-06 13F Wsfs Capital Management, Llc 84.683 -0,13 7.704 9,11
2025-04-09 13F Compass Investment Advisers LLC 3.951 359
2025-08-07 13F Evoke Wealth, Llc 11.946 1.087
2025-07-15 13F Total Wealth Planning, Llc 4.133 0,02 376 9,30
2025-07-21 13F Old Second National Bank Of Aurora 4.160 4,58 378 14,20
2025-07-14 13F GAMMA Investing LLC 571 0,00 52 8,51
2025-07-15 13F IMS Capital Management 2.408 0,00 219 9,50
2025-08-11 13F Mosaic Family Wealth Partners, Llc 5.051 0,00 460 9,29
2025-08-13 13F Codex Capital Asset Management L.L.C. 22.500 0,00 2.047 9,29
2025-08-04 13F Quaker Wealth Management, LLC Put 0 -100,00 0 -100,00
2025-07-28 13F BRYN MAWR TRUST Co 467.378 -1,36 42.522 7,76
2025-08-19 13F Advisory Services Network, LLC 23.358 9,35 2.173 22,16
2025-07-31 13F Brighton Jones Llc 7.469 1,62 680 10,95
2025-08-19 13F Cape Investment Advisory, Inc. 20 0,00 2 0,00
2025-07-09 13F Westmount Partners, LLC 2.776 0,00 253 9,09
2025-08-14 13F Matrix Private Capital Group Llc 160 0,00 15 7,69
2025-08-04 13F Mill Capital Management, LLC 900 -25,00 82 -18,18
2025-08-05 13F Carolinas Wealth Consulting Llc 0 -100,00 0 -100,00
2025-08-12 13F Clearwater Capital Advisors, LLC 3.036 0,00 276 9,52
2025-08-08 13F ERTS Wealth Advisors, LLC 0 -100,00 0
2025-08-14 13F Susquehanna International Group, Llp 63.408 100,83 5.769 119,40
2025-07-17 13F Eclectic Associates Inc /adv 2.968 0,00 270 9,31
2025-08-04 13F Creative Financial Designs Inc /adv 64 -96,80 6 -96,99
2025-08-14 13F Susquehanna International Group, Llp Call 2.600 237
2025-08-01 13F Bessemer Group Inc 23.240 -0,10 2 100,00
2025-07-09 13F Alesco Advisors Llc 21.652 -3,13 1.970 5,80
2025-07-10 13F Kozak & Associates, Inc. 14.923 -2,04 1.386 13,89
2025-08-12 13F SRS Capital Advisors, Inc. 207.986 3.612,71 18.929 3.962,02
2025-08-14 13F Bnp Paribas Arbitrage, Sa 4 -100,00 0 -100,00
2025-07-10 13F Oldfather Financial Services, LLC 74.643 4,36 6.791 14,02
2025-07-29 13F Koshinski Asset Management, Inc. 3.813 0,32 347 9,49
2025-08-11 13F FSA Wealth Management LLC 950 0,00 86 8,86
2025-08-13 13F Allegheny Financial Group LTD 16.883 -12,47 1.536 -4,36
2025-08-06 13F Adviser Investments LLC 22.427 -0,41 2.040 8,80
2025-08-14 13F Ruggaard & Associates LLC 12.395 31,65 1.128 43,75
2025-08-14 13F Financial Engines Advisors L.L.C. 1.393.410 4,46 126.773 14,12
2025-07-29 13F JTC Employer Solutions Trusteee Ltd 2.360 0,00 0
2025-07-30 13F Gables Capital Management Inc. 8.016 0,00 729 9,30
2025-08-04 13F Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 3.482 0,03 317 9,34
2025-07-11 13F Annex Advisory Services, LLC 3.416 -3,94 311 4,73
2025-07-15 13F Mather Group, Llc. 6.301 -0,79 573 8,52
2025-08-13 13F Rsm Us Wealth Management Llc 7.839 1,41 713 10,89
2025-07-25 13F Concurrent Investment Advisors, LLC 15.358 0,23 1.397 9,48
2025-08-12 13F/A Brightwater Advisory LLC 47.235 -0,68 4.297 8,51
2025-07-31 13F Sage Mountain Advisors LLC 725 -57,95 66 -54,55
2025-07-24 13F MSH Capital Advisors LLC 6.340 0,00 577 9,30
2025-07-22 13F Wealthcare Advisory Partners LLC 3.435 -15,77 313 -7,96
2025-07-25 13F Hazlett, Burt & Watson, Inc. 5.544 -12,62 1
2025-08-19 13F Asset Dedication, LLC 1.983 0,00 180 9,09
2025-08-12 13F Financial Advocates Investment Management 17.832 -30,17 1.622 -23,71
2025-08-14 13F Vista Private Wealth Partners. LLC 81.628 6,50 7.427 16,34
2025-08-11 13F TAGStone Capital, Inc. 16.323 0,04 1.505 150.400,00
2025-07-31 13F Oak Harbor Wealth Partners, Llc 8 1
2025-08-08 13F Cetera Investment Advisers 181.753 -30,20 16.536 -23,75
2025-07-25 13F Keener Financial Planning LLC 29 0,00 0
2025-08-14 13F Chilton Investment Co Llc 7.700 701
2025-07-30 13F Retirement Planning Group 25.125 -3,25 2.286 5,69
2025-08-13 13F Allium Financial Advisors, Llc 4.838 0,00 440 9,45
2025-07-16 13F Cahaba Wealth Management, Inc. 6.630 -3,49 603 5,42
2025-07-31 13F CVA Family Office, LLC 1.804 0,00 164 9,33
2025-07-24 13F Financial Connections Group, Inc. 240 -36,51 0
2025-08-06 13F Modera Wealth Management, LLC 10.010 -1,66 911 7,44
2025-08-11 13F HighTower Advisors, LLC 562.920 0,08 51.214 9,34
2025-07-23 13F Charter Trust Co 4.099 -4,03 373 4,79
2025-08-14 13F Modern Wealth Management, LLC 2.805 -2,03 255 7,14
2025-08-07 13F Allen Investment Management LLC 7.556 0,00 687 9,22
2025-07-25 13F SPC Financial, Inc. 224.923 0,34 20.464 9,62
2025-08-14 13F Aprio Wealth Management, LLC 11.637 -0,60 1.059 8,62
2025-07-30 13F Whittier Trust Co Of Nevada Inc 7.164 0,00 652 9,23
2025-08-08 13F Capital Investment Counsel, Inc 410 4,59 37 15,63
2025-07-28 13F Rosenberg Matthew Hamilton 1.554 0,00 141 9,30
2025-08-08 13F Avantax Advisory Services, Inc. 67.030 -23,41 6.098 -16,33
2025-08-08 13F ProVise Management Group, LLC 7.385 0,00 672 9,11
2025-07-31 13F United Community Bank 7.402 8,04 673 18,07
2025-07-30 13F Atlantic Edge Private Wealth Management, LLC 8.583 0,00 781 9,24
2025-07-07 13F Whitaker-Myers Wealth Managers, LTD. 15.682 15,21 1.427 25,86
2025-07-22 13F Valeo Financial Advisors, LLC 4.849 7,42 441 17,60
2025-04-09 13F Fragasso Group Inc. 0 -100,00 0
2025-08-06 13F First Horizon Advisors, Inc. 16.338 -2,62 1.487 6,37
2025-07-14 13F Chapin Davis, Inc. 2.376 -2,86 216 6,40
2025-07-16 13F Moneywise, Inc. 2.529 0,08 230 9,52
2025-08-12 13F PKS Advisory Services, LLC 10.849 1,65 987 11,15
2025-08-08 13F POM Investment Strategies, LLC 24.760 10.047,54 2.253 11.160,00
2025-07-15 13F GSB Wealth Management, LLC 15.173 -5,63 1.380 3,06
2025-08-07 13F Traynor Capital Management, Inc. 2.550 234
2025-07-22 13F Stanich Group LLC 2.875 -19,15 267 -10,14
2025-07-02 13F Doliver Advisors, Lp 4.080 -2,81 371 6,30
2025-07-23 13F Intergy Private Wealth, LLC 2.356 214
2025-08-12 13F Peachtree Investment Partners, LLC 1.513 0,07 138 9,60
2025-08-07 13F Atala Financial Inc 0 -100,00 0
2025-07-16 13F Essex Financial Services, Inc. 2.726 4,28 248 14,29
2025-07-31 13F Leavell Investment Management, Inc. 2.572 0,00 234 9,35
2025-07-02 13F McAlister, Sweet & Associates, Inc. 0 -100,00 0
2025-08-11 13F Rockbridge Investment Management, LCC 2.336 -5,35 213 3,41
2025-08-14 13F Hrt Financial Lp 2.949 0
2025-08-13 13F Texas Capital Bank Wealth Management Services Inc 3.480 -64,42 317 -61,18
2025-07-15 13F Financial Partners Group, Inc 3.808 0,03 346 9,15
2025-07-29 13F International Assets Investment Management, Llc 12.067 5,53 1.098 15,23
2025-07-25 13F Atria Wealth Solutions, Inc. 0 -100,00 0
2025-08-01 13F Centerpoint Advisors, LLC 63.945 -3,78 6 0,00
2025-08-11 13F Private Advisor Group, LLC 78.273 -8,41 7.121 0,06
2025-08-08 13F Sittner & Nelson, Llc 48 0,00 4 33,33
2025-07-30 13F Roman Butler Fullerton & Co 2.148 203
2025-05-14 13F Quadcap Wealth Management, LLC 0 -100,00 0
2025-08-11 13F Mill Creek Capital Advisors, LLC 87.592 -0,07 7.969 9,18
2025-08-08 13F Thoroughbred Financial Services, Llc 4.749 -15,59 0
2025-07-10 13F Fulton Bank, N.a. 14.774 -6,28 1.344 2,44
2025-05-12 13F First Western Trust Bank 0 -100,00 0
2025-07-07 13F Kings Path Partners LLC 853 1,55 78 11,59
2025-07-10 13F Security National Bank 1.951 0,00 178 9,26
2025-08-07 13F Midwest Trust Co 37.266 3.390
2025-07-25 13F Cwm, Llc 32.902 106,30 3 100,00
2025-08-07 13F Commerce Bank 29.112 -2,71 2.649 6,30
2025-08-11 13F United Capital Financial Advisers, Llc 5.572 0,00 507 9,05
2025-08-14 13F IHT Wealth Management, LLC 13.545 -6,48 1.232 2,16
2025-07-14 13F Farmers & Merchants Investments Inc 22.791 -0,00 2.074 9,22
2025-08-01 13F Cobblestone Capital Advisors Llc /ny/ 6.963 6,01 633 15,93
2025-08-11 13F FineMark National Bank & Trust 6.797 -1,85 618 7,29
2025-07-07 13F First Citizens Financial Corp 72.865 5,86 6.629 15,65
2025-07-24 13F M1 Capital Management LLC 39.411 3.586
2025-08-11 13F GKV Capital Management Co., Inc. 0 -100,00 0
2025-07-28 13F Mutual Advisors, LLC 4.299 -6,42 407 7,98
2025-07-22 13F DAVENPORT & Co LLC 3.341 -2,93 304 5,94
2025-07-28 13F Hudson Capital Management LLC 185.196 0,41 16.849 9,69
2025-07-22 13F Miracle Mile Advisors, LLC 3.431 312
2025-07-31 13F CNB Bank 2.737 0,00 249 9,69
2025-08-12 13F Kohmann Bosshard Financial Services, LLC 5.900 0,00 537 9,16
2025-08-13 13F Congress Wealth Management LLC / DE / 7.303 1,40 665 10,48
2025-07-09 13F Sapient Capital Llc 2.985 0,00 272 9,27
2025-07-31 13F Moment Partners, LLC 375.036 -2,64 34.121 6,36
2025-08-14 13F Wealth Preservation Advisors, LLC 2.131 0,00 194 9,04
2025-08-11 13F Plotkin Financial Advisors, LLC 2.644 0,00 241 9,09
2025-07-28 13F Sterling Financial Planning, Inc. 178.234 2,11 16.216 11,55
2025-08-14 13F Mariner, LLC 318.654 1,61 28.991 11,00
2025-05-15 13F Alamar Capital Management, LLC 0 -100,00 0
2025-08-04 13F Assetmark, Inc 2.874 73,66 261 90,51
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