MOAT - VanEck ETF Trust - VanEck Morningstar Wide Moat ETF Azioni - Prezzo delle azioni, proprietà istituzionale, azionisti (BATS)

VanEck ETF Trust - VanEck Morningstar Wide Moat ETF
US ˙ BATS ˙ US92189F6438

Statistiche di base
Proprietari istituzionali 704 total, 704 long only, 0 short only, 0 long/short - change of -1,81% MRQ
Allocazione media del portafoglio 0.9240 % - change of -14,54% MRQ
Azioni istituzionali (Long) 81.499.495 (ex 13D/G) - change of -8,85MM shares -9,80% MRQ
Valore istituzionale (Long) $ 7.138.045 USD ($1000)
Proprietà istituzionale e azionisti

VanEck ETF Trust - VanEck Morningstar Wide Moat ETF (US:MOAT) ha 704 proprietari istituzionali e azionisti che hanno presentato i moduli 13D/G o 13F alla Securities Exchange Commission (SEC). Queste istituzioni detengono un totale di 81,499,495 azioni. I maggiori azionisti includono Bank Of America Corp /de/, Morgan Stanley, LPL Financial LLC, Raymond James Financial Inc, Mesirow Financial Investment Management, Inc., Wells Fargo & Company/mn, Boulay Financial Advisors, LLC, Commonwealth Equity Services, Llc, UBS Group AG, and Ameriprise Financial Inc .

(VanEck ETF Trust - VanEck Morningstar Wide Moat ETF (BATS:MOAT) 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 98,53 / share. Previously, on September 6, 2024, the share price was 93,15 / share. This represents an increase of 5,78% over that period.

MOAT / VanEck ETF Trust - VanEck Morningstar Wide Moat 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.

MOAT / VanEck ETF Trust - VanEck Morningstar Wide Moat 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
(%)
2025-07-24 13F Boomfish Wealth Group, LLC 80.708 -3,89 7.570 2,42
2025-04-16 13F Thomasville National Bank 0 -100,00 0
2025-08-11 13F Hexagon Capital Partners LLC 0 -100,00 0
2025-07-23 13F Heck Capital Advisors, LLC 11.189 14.818,67 1.049 17.383,33
2025-08-12 13F Archer Investment Corp 83 0,00 8 0,00
2025-07-30 13F Fiduciary Planning LLC 19.612 -17,67 1.839 -12,26
2025-05-12 13F Financial Services Advisory Inc 0 -100,00 0
2025-07-30 13F Southern Farm Bureau Life Insurance 845.027 0,00 79 6,76
2025-08-08 13F Ogorek Anthony Joseph /ny/ /adv 175 -99,48 0 -100,00
2025-07-15 13F Regatta Capital Group, Llc 458.699 -14,14 43.021 -8,49
2025-07-28 13F Sagespring Wealth Partners, Llc 3.498 -22,83 328 -17,59
2025-08-05 13F Bank Of Montreal /can/ 5.804 -3,35 544 3,03
2025-07-22 13F Autumn Glory Partners, LLC 2.601 -67,97 244 -65,97
2025-07-30 13F Lionsbridge Wealth Management LLC 28.186 -1,53 2.644 4,96
2025-08-12 13F Atlas Capital Advisors Llc 5.329 -23,20 500 -18,20
2025-08-07 13F Davis R M Inc 2.620 0,00 246 6,52
2025-08-14 13F Goldman Sachs Group Inc 79.633 556,44 7.469 599,91
2025-07-02 13F HBW Advisory Services LLC 161.412 -3,34 15.139 3,02
2025-08-13 13F Legacy Capital Wealth Partners, LLC 2.435 -38,24 228 -34,10
2025-07-30 13F Whittier Trust Co Of Nevada Inc 12.295 0,00 1.153 6,66
2025-07-28 13F Harbour Investments, Inc. 24.107 7,62 2.261 14,66
2025-08-05 13F Ceera Investments, Llc 511.976 -2,18 48.018 4,26
2025-05-07 13F Miller Investment Management, LP 0 -100,00 0
2025-08-05 13F Harel Insurance Investments & Financial Services Ltd. 3.001 57,86 0
2025-08-12 13F Sfmg, Llc 616.184 2,09 57.792 8,80
2025-08-12 13F Fca Corp /tx 20.409 1,62 1.914 8,32
2025-07-29 13F Salomon & Ludwin, LLC 400 0,00 39 8,57
2025-07-24 13F Endeavor Private Wealth, Inc. 6.352 50,99 596 60,81
2025-07-28 13F RFG Advisory, LLC 6.739 -57,57 632 -54,76
2025-08-04 13F Creekmur Asset Management LLC 165 0,00 16 7,14
2025-07-17 13F Archford Capital Strategies, LLC 34.687 -14,74 3.253 -9,13
2025-08-08 13F Collaborative Wealth Managment Inc. 34.774 0,92 3.261 7,55
2025-07-24 13F JNBA Financial Advisors 391.605 -39,71 36.729 -35,74
2025-07-21 13F DHJJ Financial Advisors, Ltd. 3.148 -28,06 295 -23,38
2025-08-04 13F Arkadios Wealth Advisors 4.342 7,50 407 14,65
2025-07-31 13F Carnegie Capital Asset Management, LLC 2.652 249
2025-08-08 13F Advyzon Investment Management, LLC 10.209 -2,19 958 4,25
2025-07-14 13F Sowell Financial Services LLC 2.768 -2,60 260 3,60
2025-07-08 13F Rise Advisors, LLC 758 0,00 71 7,58
2025-08-04 13F Integrity Alliance, Llc. 5.941 -0,45 557 6,10
2025-07-11 13F Ttp Investments, Inc. 65.371 -84,88 6.131 -83,88
2025-08-14 13F CoreCap Advisors, LLC 2.533 -9,83 238 -4,05
2025-07-10 13F Family Legacy Financial Solutions, LLC 838 79
2025-07-15 13F Td Private Client Wealth Llc 17.922 15,80 1.681 23,44
2025-07-31 13F GenTrust, LLC 2.200 206
2025-07-30 13F Pittenger & Anderson Inc 1.200 0,00 113 6,67
2025-08-13 13F Congress Wealth Management LLC / DE / 94.783 -0,33 8.890 6,23
2025-08-25 13F/A Neuberger Berman Group LLC 2.610 -10,28 245 -4,31
2025-08-11 13F Summit Wealth Partners, LLC 15.241 -15,55 1.429 -10,01
2025-04-11 13F IAM Advisory, LLC 0 -100,00 0
2025-04-16 13F/A Avaii Wealth Management, Llc 0 -100,00 0
2025-08-14 13F D. E. Shaw & Co., Inc. 0 -100,00 0
2025-07-10 13F Exchange Traded Concepts, Llc 1.067 100
2025-08-07 13F Parkside Financial Bank & Trust 6.375 0,00 598 6,42
2025-08-05 13F Tme Financial, Inc. 26.346 11,34 2.471 18,64
2025-08-13 13F Colonial Trust Co / SC 836 0,00 78 6,85
2025-08-06 13F Tradewinds, LLC. 10.784 1.011
2025-08-12 13F Journey Strategic Wealth Llc 162.111 1,09 15.204 7,75
2025-07-17 13F Coastline Trust Co 6 0,00 1
2025-08-14 13F Ameriprise Financial Inc 1.125.742 -23,03 105.677 -17,95
2025-08-14 13F Van Eck Associates Corp 241 0,00 0
2025-08-12 13F Coldstream Capital Management Inc 0 -100,00 0
2025-07-14 13F Chris Bulman Inc 0 -100,00 0
2025-07-25 13F Envestnet Portfolio Solutions, Inc. 32.420 -52,06 3.041 -48,92
2025-07-23 13F Beaumont Asset Management, L.L.C. 232.928 -6,64 21.846 -0,50
2025-08-13 13F Millstone Evans Group, LLC 1.093 103
2025-07-09 13F Westshore Wealth, LLC 37.347 -1,42 3.503 5,07
2025-07-15 13F FLP Wealth Management, LLC 0 -100,00 0
2025-08-14 13F Wimmer Associates 1, Llc 63.329 -1,68 5.940 1,47
2025-07-30 NP TAX - Cambria Tax Aware ETF 629 -4,55 56 -6,67
2025-07-24 13F Riverchase Wealth Management, Llc 0 -100,00 0
2025-05-15 13F Johnson Financial Group, Inc. 0 -100,00 0 -100,00
2025-08-14 13F Mml Investors Services, Llc 218.012 -15,22 20 -9,09
2025-08-07 13F Summit Asset Management, LLC 375.034 0,55 35.174 7,16
2025-08-13 13F Continuum Advisory, LLC 0 -100,00 0
2025-07-23 13F Lansing Street Advisors 0 -100,00 0
2025-08-11 13F Brown Brothers Harriman & Co 1.337 0,00 125 6,84
2025-07-30 13F Smith Thornton Advisors LLC 4.967 0,00 466 6,41
2025-08-01 13F Ashton Thomas Private Wealth, LLC 0 -100,00 0
2025-07-17 13F Patton Albertson Miller Group, Llc 58.862 -43,01 5.521 -39,26
2025-07-25 13F Sovereign Financial Group, Inc. 8.659 -5,16 812 1,12
2025-08-14 13F Bnp Paribas Arbitrage, Sa 382 -15,67 36 -10,26
2025-08-12 13F Deutsche Bank Ag\ 795 75
2025-07-24 13F Standard Life Aberdeen plc 12.008 -69,63 1.125 -67,39
2025-08-11 13F First American Trust, Fsb 2.719 -20,01 255 -14,72
2025-08-13 13F Summit Financial, LLC 246.382 -4,88 23.108 1,38
2025-07-16 13F Beaumont Financial Advisors, LLC 84.357 -68,66 7.912 -66,60
2025-08-11 13F Empowered Funds, LLC 2.153 -98,61 202 -98,52
2025-07-14 13F Westend Capital Management LLC 3.277 0,00 307 6,60
2025-07-25 13F Concord Wealth Partners 187 -35,96 18 -32,00
2025-08-27 NP JNL SERIES TRUST - JNL iShares Tactical Moderate Growth Fund (I) 62.265 -0,14 5.840 6,45
2025-07-31 13F Richards, Merrill & Peterson, Inc. 0 -100,00 0
2025-08-13 13F Russell Investments Group, Ltd. 212 -56,47 20 -54,76
2025-08-06 13F AE Wealth Management LLC 5.725 -67,57 537 -65,49
2025-04-14 13F Bangor Savings Bank 0 -100,00 0
2025-07-16 13F John W. Brooker & Co., CPAs 11.908 -78,22 1.161 -75,89
2025-08-12 13F Jaffetilchin Investment Partners, LLC 4.868 -0,06 457 6,54
2025-08-11 13F Parametrica Management Ltd 0 -100,00 0
2025-08-05 13F EPG Wealth Management LLC 850 0,00 80 6,76
2025-08-14 13F LaSalle St. Investment Advisors, LLC 2.425 -10,19 0
2025-07-08 13F Zrc Wealth Management, Llc 85 0,00 8 0,00
2025-07-23 13F MADDEN SECURITIES Corp 15.000 -11,76 1.407 -6,02
2025-08-13 13F Cheviot Value Management, LLC 1.851 0,00 178 10,63
2025-07-30 13F Principle Wealth Partners Llc 10.294 -1,91 966 4,55
2025-08-01 13F Bessemer Group Inc 300 0,00 0
2025-08-14 13F First International Bank of Israel Ltd. 2.896 267
2025-08-08 13F Creative Planning 229.821 -6,41 21.555 -0,25
2025-08-04 13F Atria Investments Llc 13.187 -87,32 1.237 -86,50
2025-08-04 13F Pensionmark Financial Group, Llc 16.920 -13,44 1.587 -7,79
2025-08-15 13F CI Private Wealth, LLC 161.062 62,63 15.106 73,33
2025-08-11 13F Portside Wealth Group, LLC 2.363 0,00 222 6,76
2025-08-12 13F MAI Capital Management 189.078 -7,40 17.734 -1,31
2025-07-25 13F NorthRock Partners, LLC 0 -100,00 0
2025-07-21 13F Mirae Asset Global Investments Co., Ltd. 384.000 0,00 36.015 6,77
2025-04-15 13F Kozak & Associates, Inc. 0 -100,00 0 -100,00
2025-07-29 13F Stephens Inc /ar/ 391.831 -1,69 36.750 4,77
2025-07-24 13F/A TFR Capital, LLC. 6.622 -17,32 621 -11,79
2025-08-06 13F Capasso Planning Partners LLC 2.726 -43,77 256 -40,14
2025-07-14 13F Opal Wealth Advisors, LLC 38.604 6,14 3.621 13,13
2025-07-25 13F Tranquility Partners, LLC 56.783 -1,88 5.326 4,58
2025-08-13 13F First Trust Advisors Lp 3.795 14,97 356 22,41
2025-08-11 13F Resurgent Financial Advisors LLC 6.755 -14,83 634 -9,18
2025-08-14 13F Colony Group, LLC 27.613 -2,68 2.590 3,73
2025-08-08 13F Avantax Advisory Services, Inc. 774.216 -5,36 72.614 0,87
2025-08-14 13F Money Concepts Capital Corp 0 -100,00 0
2025-08-13 13F VestGen Advisors, LLC 64.075 -2,90 6.032 3,87
2025-08-04 13F Flagship Harbor Advisors, Llc 0 -100,00 0
2025-07-30 13F Onyx Bridge Wealth Group LLC 85.494 -37,57 8.019 -33,46
2025-08-12 13F Soundwatch Capital LLC 65.430 583,41 2.837 236,82
2025-08-13 13F Cambria Investment Management, L.P. 2.153 202
2025-07-25 13F G2 Capital Management, Llc / Oh 375.332 2,37 35.202 9,11
2025-08-11 13F Perennial Investment Advisors, LLC 13.514 -4,80 1.267 1,44
2025-08-12 13F Long Island Wealth Management, Inc. 17.610 -83,84 1.652 -82,79
2025-08-12 13F Nemes Rush Group LLC 188 18
2025-08-14 13F Mercer Global Advisors Inc /adv 44.380 -1,97 4.162 4,49
2025-07-25 13F Cwm, Llc 882.889 -21,33 83 -16,33
2025-08-11 13F Advisor Resource Council 0 -100,00 0
2025-08-12 13F AlphaCore Capital LLC 99.780 21,98 9.358 30,01
2025-08-08 13F Jacksonville Wealth Management, LLC 27.942 5,41 2.621 12,35
2025-07-23 13F First Financial Group Corp 24.708 0,28 2.317 6,87
2025-07-22 13F Inlight Wealth Management, LLC 68 0,00 6 20,00
2025-08-12 13F Bokf, Na 93 9
2025-08-14 13F Garden State Investment Advisory Services LLC 27.337 0,00 2.564 6,57
2025-07-08 13F Atlas Brown,Inc. 4.362 1,51 409 8,20
2025-08-14 13F Guardian Wealth Advisors, Llc / Nc 20.958 6,61 1.966 13,58
2025-07-10 13F Tompkins Financial Corp 51.512 -32,26 4.831 -27,81
2025-04-23 13F GHP Investment Advisors, Inc. 0 -100,00 0
2025-07-30 13F Liberty One Investment Management, Llc 27.886 0,07 2.615 6,65
2025-08-13 13F Rsm Us Wealth Management Llc 8.053 -25,14 755 -20,19
2025-07-11 13F Essex Savings Bank 2.861 0,00 268 6,77
2025-08-06 13F Pekin Hardy Strauss, Inc. 11.245 14,16 1.055 21,71
2025-07-30 13F Cornerstone Advisory, LLC 89.677 -6,14 8.411 2,64
2025-08-13 13F Kayne Anderson Rudnick Investment Management Llc 3.030 0,00 284 6,77
2025-08-14 13F DHK Financial Advisors, Inc. 26.666 0,00 2.501 6,61
2025-07-24 13F Cross Staff Investments Inc 24.220 0,90 2.272 7,53
2025-08-08 13F SBI Securities Co., Ltd. 62 -11,43 6 -16,67
2025-07-10 13F Focus Financial Network, Inc. 20.204 -19,60 1.895 -14,34
2025-07-22 13F Old National Bancorp /in/ 2.796 262
2025-08-12 13F Financial Advocates Investment Management 0 -100,00 0
2025-08-12 13F Cornerstone Wealth Management, LLC 24.375 0,62 2.286 7,27
2025-07-25 13F Endowment Wealth Management, Inc. 33.795 7,03 3.170 14,07
2025-08-15 13F Equitable Holdings, Inc. 102.940 -6,06 9.655 0,11
2025-07-15 13F Santori & Peters, Inc. 49.106 -0,50 4.606 6,03
2025-08-12 13F Calton & Associates, Inc. 9.608 -40,46 901 -36,55
2025-08-14 13F Family Office Research LLC 144.983 -1,37 13.598 5,11
2025-08-12 13F LPL Financial LLC 6.560.799 -6,09 615.337 0,09
2025-07-16 13F Fortune Financial Advisors, LLC 56.872 2,68 5.334 9,42
2025-05-13 13F Claudia M.p. Batlle, Crp (r) Llc 0 -100,00 0
2025-07-30 13F EnRich Financial Partners LLC 86.032 -9,85 8.069 -3,92
2025-07-31 13F BIP Wealth, LLC 2.209 207
2025-08-14 13F Ruggaard & Associates LLC 0 -100,00 0
2025-08-14 13F Synovus Financial Corp 5.659 -1,94 531 4,54
2025-08-11 13F Private Advisor Group, LLC 412.204 -13,31 38.661 -7,61
2025-07-10 13F Sovran Advisors, LLC 9.241 -11,17 891 5,69
2025-07-21 13F Sageworth Trust Co of South Dakota 4.679 0,00 439 6,57
2025-08-04 13F Mesirow Financial Investment Management, Inc. 2.668.567 -2,84 250.285 3,56
2025-08-04 13F Savvy Advisors, Inc. 4.240 59,46 398 70,39
2025-08-14 13F Byrne Financial Freedom, Llc 36.092 -42,39 3.385 -38,60
2025-07-08 13F Legacy Private Trust Co. 7.398 -0,66 694 5,80
2025-08-05 13F Sensible Money, LLC 2.589 0,00 243 6,61
2025-07-28 13F Axxcess Wealth Management, Llc 14.849 0,01 1.393 6,58
2025-08-15 13F Cornerstone Financial Group, LLC /NE/ 12.388 0,00 1.162 3,20
2025-08-08 13F CFO4Life Group, LLC 4.685 0,00 439 6,55
2025-08-15 13F Kestra Advisory Services, LLC 76.370 -44,88 7.163 -41,26
2025-07-18 13F TPG Advisors LLC 89.774 1,80 8.420 8,49
2025-08-14 13F Integrated Wealth Concepts LLC 6.493 37,80 609 47,10
2025-07-28 13F Compass Advisory Group LLC 85.099 -1,68 7.981 4,79
2025-08-14 13F Federation des caisses Desjardins du Quebec 21.624 -51,73 2.028 -48,55
2025-07-28 13F Morningstar Investment Management LLC 77.770 11,88 7 16,67
2025-07-22 13F/A Red Mountain Financial, LLC 2.892 0,00 271 6,69
2025-05-15 13F Oxford Financial Group Ltd 0 -100,00 0
2025-08-13 13F Truvestments Capital Llc 742 0,00 70 6,15
2025-08-12 13F Global Retirement Partners, LLC 35.555 -10,39 3.335 -9,38
2025-07-11 13F First PREMIER Bank 1.065 0,00 0
2025-08-14 13F MGB Wealth Management, LLC 8.674 -14,83 813 -9,16
2025-07-30 13F Drive Wealth Management, Llc 3.222 -2,36 302 4,14
2025-08-14 13F Qube Research & Technologies Ltd 159 -95,80 15 -95,80
2025-07-25 13F We Are One Seven, LLC 3.542 18,22 332 26,24
2025-08-14 13F Diversify Advisory Services, LLC 3.224 -5,23 313 7,56
2025-07-23 13F REAP Financial Group, LLC 5 0,00 0
2025-07-23 13F Eagle Strategies LLC 126.752 2,68 11.888 9,45
2025-08-14 13F Hrt Financial Lp 0 -100,00 0
2025-07-22 13F Foguth Wealth Management, LLC. 253.582 -16,74 23.784 -11,27
2025-07-31 13F/A Avion Wealth 167 -90,65 0
2025-05-15 13F/A Orion Portfolio Solutions, LLC 41.133 -15,21 3.620 -19,54
2025-08-15 13F First Heartland Consultants, Inc. 5.722 -2,09 537 4,28
2025-08-13 13F Mount Yale Investment Advisors, LLC 6.690 627
2025-08-13 13F Financial Freedom, LLC 0 -100,00 0
2025-07-18 13F Pure Financial Advisors, Inc. 2.918 274
2025-07-22 13F Coastal Investment Advisors, Inc. 22.522 -0,75 2.112 5,81
2025-08-04 13F Merkkuri Wealth Advisors LLC 10.784 -28,14 1.011 -23,41
2025-08-08 13F Gts Securities Llc 59.441 129,51 5.575 144,58
2025-08-12 13F Steward Partners Investment Advisory, Llc 201.618 -32,41 18.910 -27,96
2025-08-14 13F Tudor Investment Corp Et Al 0 -100,00 0
2025-07-10 13F Signal Advisors Wealth, LLC 250.011 -13,17 23.449 -7,46
2025-07-11 13F Kaydan Wealth Management, Inc. 8.808 0,00 826 6,58
2025-08-12 13F Change Path, LLC 19.624 -17,18 1.840 -11,75
2025-05-09 13F Pathway Financial Advisers, LLC 0 -100,00 0
2025-07-21 13F Patriot Financial Group Insurance Agency, LLC 3.181 -12,92 298 -7,17
2025-07-07 13F RDA Financial Network 34.880 -0,97 3.271 5,55
2025-07-14 13F UMA Financial Services, Inc. 274 0,00 26 4,17
2025-08-01 13F Mendel Money Management 13.504 0,56 1.267 7,20
2025-08-13 13F Capital Analysts, Inc. 1.001 0,00 0
2025-07-16 13F New Insight Wealth Advisors 3.680 -30,43 345 -25,81
2025-08-05 13F Scarborough Advisors, LLC 981 92
2025-08-07 13F Resources Investment Advisors, LLC. 551.715 -8,55 51.745 -2,53
2025-08-04 13F Spire Wealth Management 3.095 -16,89 290 -11,31
2025-07-23 13F Sax Wealth Advisors, Llc 8.048 0,00 755 6,50
2025-08-07 13F PFG Advisors 5.314 1,74 498 8,50
2025-08-14 13F Harwood Advisory Group, LLC 35.443 1,54 3.324 2,72
2025-07-16 13F Randolph Co Inc 2.531 -58,03 237 -55,28
2025-08-07 13F Aspen Wealth Strategies, LLC 186.319 -2,06 17.475 4,38
2025-07-08 13F Parallel Advisors, LLC 1.947 0,00 183 6,43
2025-08-27 NP FFOX - FundX Future Fund Opportunities ETF 291 27
2025-08-14 13F TCG Advisory Services, LLC 2.294 -8,13 215 -1,83
2025-04-25 13F Colonial River Wealth Management, LLC 0 -100,00 0
2025-08-05 13F Welch & Forbes Llc 4.431 -4,83 416 1,47
2025-07-18 13F PFG Investments, LLC 11.866 -1,42 1.113 5,00
2025-07-11 13F Farther Finance Advisors, LLC 72.587 -20,65 6.808 -15,10
2025-08-12 13F Proequities, Inc. 0 0
2025-08-06 13F Moors & Cabot, Inc. 6.487 -0,92 608 5,56
2025-07-31 13F Oppenheimer & Co Inc 123.548 -3,06 11.588 3,33
2025-07-08 13F Henrickson Nauta Wealth Advisors, Inc. 3.901 0,00 366 17,36
2025-05-14 13F bLong Financial, LLC 0 -100,00 0
2025-07-17 13F Smith Anglin Financial, LLC 77.592 -5,90 7.277 0,29
2025-08-08 13F Glassman Wealth Services 691 0,00 65 6,67
2025-07-11 13F Bell Bank 2.491 -33,75 234 -29,39
2025-08-07 13F David R. Rahn & Associates Inc. 37.621 -29,14 3.528 -24,47
2025-08-12 13F O'shaughnessy Asset Management, Llc 7.997 61,07 750 72,02
2025-08-11 13F Trajan Wealth LLC 37.736 -1,48 3.539 5,01
2025-04-11 13F LPF Advisors LLC 2.530 0,00 223 -5,13
2025-08-18 13F Goodman Advisory Group, LLC 5 -99,99 0 -100,00
2025-08-07 13F Addison Advisors LLC 405 0,00 38 5,71
2025-08-14 13F GWM Advisors LLC 151.014 -6,36 14.164 -0,20
2025-08-05 13F Atlas Wealth LLC 31.486 -15,08 3.006 -7,88
2025-07-21 13F Phraction Management LLC 9.095 -12,08 853 -6,26
2025-08-18 13F Hollencrest Capital Management 200 0,00 19 5,88
2025-08-11 13F Citigroup Inc 196.598 -11,25 18.439 -5,42
2025-07-29 13F Elevation Capital Advisory, LLC 16.333 -84,95 1.532 -83,97
2025-07-29 13F Financial Synergies Wealth Advisors, Inc. 6.175 0,00 579 6,63
2025-08-14 13F Wells Fargo & Company/mn 2.406.645 -6,60 225.719 -0,45
2025-07-15 13F McCarthy & Cox 39.115 -1,09 3.669 5,43
2025-08-07 13F Cascade Financial Partners, LLC 22.445 0,00 2.105 6,58
2025-04-22 13F Burt Wealth Advisors 0 -100,00 0
2025-08-14 13F Quartz Partners, LLC 5.824 546
2025-08-13 13F Coco Enterprises, LLC 2.820 0,00 264 22,79
2025-08-13 13F Beacon Pointe Advisors, LLC 49.401 2,46 4.633 9,19
2025-04-24 13F Elevated Capital Advisors, LLC 0 -100,00 0
2025-08-05 13F Garrison Bradford & Associates Inc 300 0,00 28 7,69
2025-08-13 13F Cutler Capital Management, LLC 23.063 1,41 2.163 8,10
2025-08-13 13F Balance Wealth, LLC 5.922 0,44 555 7,14
2025-08-14 13F Bank Of Hawaii 3.634 0,00 341 6,58
2025-07-14 13F Harbor Group, Inc. 436.493 6,60 40.939 13,61
2025-07-22 13F Willner & Heller, Llc 2.284 -8,49 214 -2,28
2025-08-06 13F Prospera Financial Services Inc 223.339 -0,25 20.947 6,30
2025-08-04 13F Saxony Capital Management, LLC 2.165 -6,72 203 -0,49
2025-08-18 13F N.E.W. Advisory Services LLC 250 -13,79 23 -8,00
2025-08-04 13F Assetmark, Inc 291.184 310,88 27.310 337,94
2025-08-14 13F Moneta Group Investment Advisors Llc 4.480 -1,32 420 5,26
2025-05-15 13F Mpwm Advisory Solutions, Llc 0 -100,00 0
2025-08-06 13F New Millennium Group LLC 31 0,00 3 0,00
2025-07-31 13F Trademark Financial Management, LLC 11.000 -29,27 1.032 -24,63
2025-07-30 13F Cullen/frost Bankers, Inc. 488 0,00 46 7,14
2025-08-14 13F Headlands Technologies LLC 366 -63,33 34 -60,92
2025-07-24 13F Stiles Financial Services Inc 4.060 0,00 381 6,44
2025-08-13 13F Alerus Financial Na 5 0
2025-08-05 13F GPS Wealth Strategies Group, LLC 29.927 -11,85 2.807 -6,06
2025-08-08 13F Foundations Investment Advisors, LLC 56.045 19,06 5.256 26,90
2025-08-13 13F Cerity Partners LLC 335.445 -1,23 31.464 5,28
2025-08-27 13F/A Brinker Capital Investments, LLC 35.486 -13,73 3.328 -8,04
2025-08-27 NP JNL SERIES TRUST - JNL iShares Tactical Moderate Fund (A) 27.426 0,10 2.572 6,72
2025-04-23 13F SFG Wealth Management, LLC. 0 -100,00 0
2025-04-22 13F Castleview Partners, Llc 0 -100,00 0
2025-07-23 13F Godsey & Gibb Associates 304 0,00 29 7,69
2025-08-06 13F Smart Money Group LLC 10.075 -34,63 945 -30,38
2025-07-10 13F Wealth Enhancement Advisory Services, Llc 398.233 -25,26 38.573 -17,74
2025-07-10 13F Financial Management Network Inc 500.000 -0,59 48.430 22,63
2025-08-14 13F Royal Bank Of Canada 765.074 -23,85 71.757 -18,84
2025-07-30 NP ENDW - Cambria Endowment Style ETF 1.524 137
2025-08-11 13F Western Wealth Management, LLC 51.864 -18,35 4.864 -12,99
2025-08-07 13F Tacita Capital Inc 63.834 3,71 5.987 10,52
2025-07-14 13F Maryland Capital Advisors Inc. 714 -12,82 67 -8,33
2025-08-13 13F StoneX Group Inc. 40.077 -11,79 3.759 -6,00
2025-07-23 13F Roundview Capital LLC 89.423 -10,69 8.387 -4,81
2025-07-10 13F Marshall Financial Group LLC 15.562 -11,09 1.493 -3,05
2025-07-25 13F M3 Advisory Group, LLC 13.697 2,85 1.285 9,65
2025-04-29 13F Raleigh Capital Management Inc. 0 -100,00 0
2025-07-15 13F Buttonwood Financial Advisors Inc. 267.249 -2,23 25.065 4,21
2025-04-15 13F Members Wealth Llc 8.316 -22,16 732 -25,33
2025-05-28 NP MFUL - Mindful Conservative ETF 14.679 1.292
2025-08-11 13F Y.D. More Investments Ltd 450 0,00 42 7,69
2025-08-14 13F Susquehanna International Group, Llp Call 5.500 -83,33 516 -82,27
2025-08-14 13F Susquehanna International Group, Llp 65.807 54,99 6.172 65,20
2025-04-15 13F Transform Wealth, LLC 33.316 -7,46 2.932 -12,19
2025-07-14 13F GAMMA Investing LLC 230 -77,11 22 -76,14
2025-07-28 13F Kiker Wealth Management, LLC 0 -100,00 0
2025-08-14 13F Apriem Advisors 460.995 31,83 43.237 40,51
2025-08-05 13F C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 53.868 1.645,56 5.052 1.771,11
2025-07-29 13F Graver Capital Management, LLC 166.709 10,86 15.636 18,16
2025-07-09 13F Triumph Capital Management 20.657 24,69 1.937 32,94
2025-07-30 13F Caliber Wealth Management, LLC / KS 16.616 -14,16 1.558 -8,51
2025-08-14 13F Citadel Advisors Llc Put 0 -100,00 0
2025-08-07 13F Ascension Capital Advisors, Inc. 10.376 2,75 973 9,57
2025-08-11 13F HighTower Advisors, LLC 604.739 -2,03 56.718 4,42
2025-07-30 13F IMG Wealth Management, Inc. 11.426 -77,00 1.072 -75,50
2025-08-12 13F Minot DeBlois Advisors LLC 1.135 0,00 106 7,07
2025-08-12 13F Gladstone Institutional Advisory LLC 61.874 -0,21 5.803 6,36
2025-07-31 13F Glass Jacobson Investment Advisors llc 2.990 4,51 280 5,66
2025-08-14 13F/A Rockefeller Capital Management L.P. 118.683 -1,06 11.131 5,45
2025-08-14 13F Great Valley Advisor Group, Inc. 37.246 -26,62 3.493 -21,79
2025-08-12 13F Jpmorgan Chase & Co 145.061 -1,66 13.605 4,81
2025-08-07 13F Roberts Glore & Co Inc /il/ 45.889 4,90 4.304 11,80
2025-08-14 13F Visionary Wealth Advisors 243.611 -12,09 22.848 -6,31
2025-05-07 13F WMS Partners, LLC 0 -100,00 0
2025-07-21 13F Cornell Pochily Investment Advisors, Inc. 24.702 -3,33 2.317 3,02
2025-08-13 13F Cary Street Partners Financial Llc 47.948 -1,28 4.497 5,22
2025-04-22 13F World Equity Group, Inc. 0 -100,00 0
2025-05-15 13F Rakuten Investment Management, Inc. 1.928 169
2025-07-14 13F Rooted Wealth Advisors, Inc. 33.796 -16,96 3.262 1,81
2025-08-08 13F Capital Investment Advisory Services, LLC 47.978 6,71 4.500 13,73
2025-07-30 13F Cookson Peirce & Co Inc 26.455 -15,90 2.481 -10,37
2025-05-01 13F Stillwater Wealth Management Group 5.435 0,74 478 -4,40
2025-07-14 13F Sentinel Pension Advisors Inc 19.389 -67,92 1.819 -65,81
2025-08-13 13F Baird Financial Group, Inc. 120.824 -10,13 11.332 -4,21
2025-07-15 13F Legacy Solutions, Llc 62.116 -1,20 5.826 5,30
2025-08-07 13F 1620 Investment Advisors, Inc. 8.094 4,12 759 10,96
2025-08-08 13F Cetera Investment Advisers 612.177 -24,11 57.416 -19,12
2025-07-07 13F First Community Trust Na 8.242 0,00 773 6,62
2025-08-07 13F New England Private Wealth Advisors LLC 162.934 -6,03 16.000 4,86
2025-08-13 13F Boston Family Office Llc 58.641 -3,59 6 0,00
2025-07-31 13F Hartford Financial Management Inc. 431 22,79 40 33,33
2025-08-27 NP JNL SERIES TRUST - JNL iShares Tactical Growth Fund (A) 98.086 0,60 9.199 7,25
2025-07-17 13F Blossom Wealth Management 5.063 6,23 475 13,13
2025-08-15 13F Tower Research Capital LLC (TRC) 27.526 12,81 2.582 13,25
2025-08-14 13F Summit Trail Advisors, Llc 17.934 -10,06 1.682 -4,10
2025-08-14 13F Sentinus, LLC 14.146 17,68 1.327 25,45
2025-08-13 13F Townsquare Capital Llc 0 -100,00 0
2025-07-23 13F GGM Financials LLC 267.876 25.124
2025-04-28 13F Milestone Investment Advisors LLC 0 -100,00 0
2025-07-29 13F Swmg, Llc 7.275 15,11 721 34,08
2025-08-06 13F Able Wealth Management LLC 14.562 -52,05 1.366 -48,91
2025-08-12 13F Weaver Consulting Group 4.077 0,00 382 6,70
2025-04-29 13F Lee Danner & Bass Inc 0 -100,00 0 -100,00
2025-07-31 13F Kathleen S. Wright Associates Inc. 163.530 2,23 15.337 8,96
2025-08-15 13F Morgan Stanley 6.783.496 -13,39 636.224 -7,69
2025-08-14 13F Bank Of America Corp /de/ 6.787.827 -6,07 636.630 0,11
2025-05-15 13F Gwn Securities Inc. 0 -100,00 0
2025-08-14 13F Snowden Capital Advisors LLC 2.527 -8,44 237 -2,07
2025-07-25 13F Iron Financial, LLC 38.742 -0,01 3.634 6,57
2025-07-08 13F Goldstone Financial Group, LLC 123.670 5,19 11.979 15,77
2025-08-14 13F Warren Averett Asset Management, LLC 29.146 -5,06 2.734 1,18
2025-05-14 13F Van Hulzen Asset Management, LLC 0 -100,00 0
2025-08-04 13F HBK Sorce Advisory LLC 0 -100,00 0
2025-07-18 13F Truist Financial Corp 59.478 -24,10 5.578 -19,11
2025-07-28 13F WealthPlan Investment Management, LLC 97.525 51,06 9.147 60,99
2025-07-30 13F Crewe Advisors LLC 1.210 2,37 113 8,65
2025-04-30 13F Sofos Investments, Inc. 333 29
2025-07-30 13F Princeton Global Asset Management LLC 5.428 -16,01 509 -10,39
2025-07-10 13F YHB Investment Advisors, Inc. 47.047 -11,71 4.412 -5,91
2025-07-01 13F Private Client Services, Llc 0 -100,00 0
2025-07-23 13F Valmark Advisers, Inc. 2.623 0,00 246 6,96
2025-07-25 NP CABNX - AB GLOBAL RISK ALLOCATION FUND, INC. Class A 60 0,00 5 0,00
2025-08-14 13F Aqr Capital Management Llc 18.607 -13,55 1.745 -7,87
2025-07-14 13F Park Avenue Securities Llc 8.706 22,74 1
2025-07-31 13F Cambridge Investment Research Advisors, Inc. 737.123 -8,44 69 -1,43
2025-07-29 13F Dumont & Blake Investment Advisors Llc 13.736 1,36 1.288 8,05
2025-08-14 13F Banque Transatlantique SA 447 0,00 42 13,89
2025-04-15 13F Accurate Wealth Management, LLC 0 -100,00 0
2025-07-09 13F Mirador Capital Partners LP 0 -100,00 0
2025-08-04 13F IFG Advisory, LLC 0 -100,00 0
2025-04-21 13F Ronald Blue Trust, Inc. 0 -100,00 0 -100,00
2025-08-13 13F GeoWealth Management, LLC 275 26
2025-07-23 13F Winthrop Advisory Group LLC 2.364 222
2025-07-28 13F Rik Saylor Financial, Inc. 14.785 -0,12 1.387 6,45
2025-07-17 13F Sound Income Strategies, LLC 422 -20,97 40 -15,22
2025-07-31 13F Intelligent Financial Strategies 323 30
2025-07-17 13F Financial Partners Group, LLC 39.615 6,88 3.715 13,92
2025-08-14 13F Mariner, LLC 180.565 1,13 16.935 7,78
2025-08-07 13F PCG Wealth Advisors, LLC 10.882 -3,79 1.021 2,51
2025-07-23 13F Objectivity Squared, LLC 0 -100,00 0
2025-08-15 13F Provenance Wealth Advisors, LLC 918.696 -17,58 86.164 -12,16
2025-08-05 13F Freestone Capital Holdings, LLC 2.438 -20,79 229 -15,56
2025-07-28 13F Holistic Planning, LLC 13.352 -4,85 1.252 1,46
2025-08-11 13F United Advisor Group, LLC 7.868 -23,38 738 -18,38
2025-07-22 13F Berkshire Money Management, Inc. 211.852 -16,59 19.870 -11,10
2025-08-14 13F Citadel Advisors Llc 40.598 3.808
2025-08-14 13F Citadel Advisors Llc Call 15.400 285,00 1.444 310,23
2025-07-17 13F XML Financial, LLC 43.221 4,48 4.054 11,35
2025-08-12 13F Auxano Advisors, LLC 2.419 -0,17 227 6,10
2025-08-14 13F Comerica Bank 64.848 -19,26 6.082 -13,94
2025-07-15 13F Bfsg, Llc 90 -60,00 8 -57,89
2025-07-29 13F Chicago Partners Investment Group LLC 16.076 -5,86 1.583 7,25
2025-08-01 13F Anson Capital, Inc. 6.049 7,98 567 15,24
2025-08-14 13F Acorn Wealth Advisors, LLC 96.121 0,24 9.015 6,84
2025-08-11 13F Rothschild Investment Llc 1.042 0,00 98 6,59
2025-08-05 13F Magnolia Capital Advisors Llc 84.440 -8,87 7.920 -2,88
2025-07-08 13F Lowe Wealth Advisors, LLC 2.134 -14,09 200 -8,26
2025-07-24 13F Vantage Point Financial LLC 29.655 -18,55 2.781 -13,20
2025-08-11 13F Nomura Asset Management Co Ltd 4.438 0,00 416 6,67
2025-07-15 13F Retireful, LLC 4.926 -66,64 462 -73,23
2025-05-13 13F Coston, McIsaac & Partners 0 -100,00 0
2025-08-06 13F Founders Financial Securities Llc 0 -100,00 0
2025-08-06 13F Hallmark Capital Management Inc 327 483,93 31 650,00
2025-08-07 13F Allworth Financial LP 82.605 -1,61 7.748 8,55
2025-08-05 13F Lifeworks Advisors, LLC 2.282 -65,61 214 -63,29
2025-08-13 13F Jones Financial Companies Lllp 993.184 12,51 93.012 20,15
2025-07-23 13F Prime Capital Investment Advisors, LLC 0 -100,00 0
2025-07-29 13F Stratos Wealth Advisors, LLC 24.080 -2,30 2.259 4,10
2025-08-18 13F Tactive Advisors, LLC 33.327 3.126
2025-05-06 13F Alpha Omega Group, Inc. 161.073 0,91 14.174 -4,23
2025-07-15 13F BKA Wealth Consulting, Inc. 119.008 -9,98 11.162 -4,00
2025-05-01 13F Schechter Investment Advisors, LLC 3.175 279
2025-08-13 13F Cresset Asset Management, LLC 4.269 -69,43 401 -67,43
2025-07-08 13F First International Bank & Trust 22.539 -95,56 2.114 -95,27
2025-08-04 13F Migdal Insurance & Financial Holdings Ltd. 660 0,00 0
2025-08-18 13F/A National Bank Of Canada /fi/ 18.615 -1,82 1.746 4,62
2025-08-13 13F Valued Retirements, Inc. 7.661 0,00 719 6,53
2025-07-29 13F Northeast Investment Management 3.316 0,00 311 6,87
2025-08-12 13F Goepper Burkhardt LLC 48.501 -10,19 4.549 -4,29
2025-07-29 13F Angeles Wealth Management, Llc 194 0,00 18 5,88
2025-07-18 13F Tanager Wealth Management LLP 272.580 -45,03 25.565 -41,41
2025-08-14 13F Raymond James Financial Inc 3.837.339 -14,82 359.904 -9,22
2025-07-14 13F Abound Wealth Management 0 -100,00 0
2025-08-14 13F Wealth Preservation Advisors, LLC 0 -100,00 0
2025-07-14 13F Gries Financial Llc 20.812 3,38 1.952 10,16
2025-08-13 13F IAG Wealth Partners, LLC 115 -36,11 11 -33,33
2025-08-12 13F TCTC Holdings, LLC 905 12,42 85 20,00
2025-08-05 13F Fortress Wealth Group, LLC 83.652 1,86 8.113 15,36
2025-08-13 13F Copley Financial Group, Inc. 73.117 -4,43 6.858 1,86
2025-08-14 13F Atomi Financial Group, Inc. 30.197 2,40 2.832 9,13
2025-08-13 13F Northern Trust Corp 15.702 -12,15 1.473 -6,36
2025-08-13 13F Smith, Moore & Co. 53.883 7,04 5.054 14,09
2025-05-12 13F Independent Advisor Alliance 0 -100,00 0
2025-07-09 13F Fermata Advisors, LLC 126.607 -8,22 11.874 -2,17
2025-08-12 13F CIBC Private Wealth Group, LLC 17.494 11,71 1.641 36,89
2025-08-05 13F Key FInancial Inc 2.242 0,00 210 6,60
2025-08-05 13F Tsfg, Llc 221 0,00 0
2025-08-05 13F Obermeyer Wood Investment Counsel, Lllp 266.054 -69,81 24.953 -67,82
2025-07-25 13F Johnson Investment Counsel Inc 4.280 0,00 401 6,65
2025-08-12 13F Edmond De Rothschild Holding S.a. 277 0,00 26 4,17
2025-08-11 13F Landaas & Co /wi /adv 4.419 -1,65 414 4,81
2025-08-08 13F Hartland & Co., LLC 600 0,00 56 7,69
2025-08-01 13F Ferguson Shapiro LLC 70.636 1,17 6.625 7,83
2025-08-14 13F Susquehanna International Group, Llp Put 0 -100,00 0
2025-08-14 13F Betterment LLC 42.205 -45,95 4 -50,00
2025-07-08 13F Nbc Securities, Inc. 5.199 -8,37 0
2025-07-17 13F Janney Montgomery Scott LLC 105.441 2,67 10 0,00
2025-07-25 13F Sequoia Financial Advisors, LLC 208.088 -7,48 19.517 -1,39
2025-08-11 13F Bellwether Advisors, LLC 569 0,00 53 6,00
2025-07-07 13F Accelerate Investment Advisors LLC 4.050 -5,22 380 0,80
2025-08-08 13F Thoroughbred Financial Services, Llc 43.371 -20,74 4 0,00
2025-08-12 13F Allen Capital Group, LLC 63.580 -12,57 5.963 -6,81
2025-07-18 13F Philip James Wealth Mangement, LLC 168.555 0,94 15.809 7,58
2025-07-17 13F HB Wealth Management, LLC 11.771 41,14 1.104 50,61
2025-07-21 13F Ameriflex Group, Inc. 125 12
2025-07-23 13F Meitav Dash Investments Ltd 5.246 -25,31 488 -20,39
2025-08-05 13F Mission Wealth Management, Lp 5.869 -38,54 550 -34,52
2025-07-17 13F Wolff Wiese Magana Llc 15.690 0,59 1.472 7,22
2025-08-26 13F/A Thrivent Financial For Lutherans 182.535 34,20 17 30,77
2025-07-28 13F Rosenberg Matthew Hamilton 458 -9,84 43 -4,55
2025-08-14 13F White Knight Strategic Wealth Advisors, LLC 27.983 -1,53 2.625 4,96
2025-08-14 13F Van Den Berg Management I, Inc 6.996 -9,11 656 -3,10
2025-08-12 13F/A Cozad Asset Management Inc 14.518 -5,78 1.362 0,44
2025-07-17 13F Global Trust Asset Management, LLC 0 -100,00 0
2025-07-22 13F Belpointe Asset Management LLC 4.838 -20,79 454 -15,64
2025-08-18 13F Geneos Wealth Management Inc. 316.538 8,02 29.688 15,13
2025-08-08 13F Financial Gravity Companies, Inc. 1.039 97
2025-07-15 13F Kentucky Trust Co 0 -100,00 0
2025-08-19 13F Anchor Investment Management, LLC 8.638 -2,87 810 3,58
2025-08-14 13F Palo Alto Wealth Advisors, Llc 127.530 -12,04 11.961 -9,22
2025-08-12 13F XTX Topco Ltd 30.491 445,26 2.860 481,10
2025-07-17 13F Venture Visionary Partners LLC 0 -100,00 0
2025-08-14 13F EP Wealth Advisors, Inc. 32.925 -87,52 3.088 -86,70
2025-08-13 13F Gateway Wealth Partners, LLC 2.710 -17,35 254 -11,81
2025-04-29 13F SimpliFi, Inc. 0 -100,00 0
2025-07-21 13F Hilltop National Bank 0 -100,00 0
2025-07-17 13F Oakworth Capital, Inc. 0 -100,00 0
2025-07-15 13F Farrell Financial LLC 48.684 -1,14 4.566 5,38
2025-08-06 13F Golden State Wealth Management, LLC 204 0,00 19 11,76
2025-08-07 13F SFE Investment Counsel 0 -100,00 0
2025-08-08 13F Atlantic Trust, LLC 301 0,00 28 7,69
2025-05-07 13F Phoenix Holdings Ltd. 0 -100,00 0
2025-07-16 13F Perigon Wealth Management, LLC 79.076 -10,13 7.417 -4,22
2025-08-11 13F Aptus Capital Advisors, LLC 20.958 6,61 1.966 13,58
2025-08-13 13F Brown Advisory Inc 13.579 -0,73 1.274 5,82
2025-08-14 13F IPG Investment Advisors LLC 4.135 0,00 388 6,61
2025-07-22 13F Comprehensive Financial Consultants Institutional, Inc. 18.480 -2,55 1.733 3,90
2025-08-12 13F J.w. Cole Advisors, Inc. 28.123 153,02 2.638 169,63
2025-05-09 13F Belvedere Trading LLC Call 0 -100,00 0 -100,00
2025-07-22 13F Apexium Financial, Lp 585.101 1,21 54.877 7,86
2025-08-11 13F Pineridge Advisors LLC 62 0,00 6 0,00
2025-08-07 13F Sound View Wealth Advisors Group, LLC 5.581 -1,73 523 4,81
2025-08-14 13F Stifel Financial Corp 488.544 -2,72 45.821 3,68
2025-05-02 13F Whittier Trust Co 0 -100,00 0
2025-07-29 13F Private Trust Co Na 7.196 74,45 675 85,67
2025-07-17 13F Eclectic Associates Inc /adv 5.526 -3,68 518 2,78
2025-08-04 13F Eubel Brady & Suttman Asset Management Inc 59.741 -0,44 6 0,00
2025-05-15 13F Hancock Whitney Corp 0 -100,00 0
2025-08-12 13F Accredited Wealth Management, LLC 82.794 -3,44 7.765 2,92
2025-08-11 13F Principal Securities, Inc. 42.153 63,02 3.954 64,91
2025-08-13 13F MONECO Advisors, LLC 3.253 24,26 305 32,61
2025-08-14 13F/A Barclays Plc 606 0,00 0
2025-08-14 13F IHT Wealth Management, LLC 52.431 -23,15 4.917 -18,09
2025-08-12 13F Employees' Retirement Fund of the City of Fort Worth 661.874 0,00 58.245 0,00
2025-08-14 13F Two Sigma Securities, Llc 2.830 -79,22 265 -77,88
2025-08-05 13F Snider Financial Group 0 -100,00 0
2025-07-21 13F Old Second National Bank Of Aurora 3.036 0,00 285 6,37
2025-08-12 13F BlackRock, Inc. 2.272 -6,50 213 0,00
2025-07-16 13F Signaturefd, Llc 700 0,00 66 6,56
2025-07-29 13F Novare Capital Management Llc 105.170 1,61 9.864 8,30
2025-08-12 13F Argent Trust Co 54.558 -22,86 5.117 -17,79
2025-07-15 13F BCS Wealth Management 16.538 -15,39 2 0,00
2025-08-14 13F Ancora Advisors, LLC 318.291 6,33 29.853 13,33
2025-08-14 13F First Foundation Advisors 876.292 -17,94 82.187 -12,54
2025-07-24 13F Us Bancorp \de\ 7.396 -28,67 694 -24,01
2025-07-14 13F Iams Wealth Management, Llc 5.105 2,10 479 8,64
2025-07-18 13F Trilogy Capital Inc. 6.091 -26,03 571 -21,13
2025-07-11 13F SILVER OAK SECURITIES, Inc 29.611 89,16 2.777 102,41
2025-08-11 13F Regal Investment Advisors LLC 3.597 6,33 337 13,47
2025-08-05 13F Sigma Planning Corp 117.698 -36,69 11.039 -32,53
2025-08-14 13F Glen Eagle Advisors, LLC 200 -92,80 19 -92,62
2025-08-04 13F Kovack Advisors, Inc. 5.308 7,97 498 15,05
2025-07-23 13F Madden Advisory Services, Inc. 3.466 -1,28 325 5,52
2025-08-14 13F/A Skopos Labs, Inc. 812 76
2025-08-07 13F Mosaic Financial Group, Llc 2.314 0,00 0
2025-07-16 13F Vision Capital Management, Inc. 5.453 0,00 511 6,68
2025-07-08 13F S.E.E.D. Planning Group LLC 144.028 -2,04 13.508 4,41
2025-07-09 13F Defined Wealth Management, Llc 14.095 -2,72 1.322 3,61
2025-07-25 13F Almanack Investment Partners, LLC. 2.829 265
2025-08-13 13F Lido Advisors, LLC 52.367 -6,15 4.912 0,02
2025-08-07 13F Sierra Ocean, Llc 130.252 -3,01 12.206 3,23
2025-07-15 13F Clarus Group, Inc. 2.814 0,00 264 6,48
2025-08-07 13F Rollins Financial Advisors, LLC 18.005 -15,49 1.689 -9,93
2025-07-30 13F Mid-American Wealth Advisory Group, Inc. 122 11
2025-08-19 13F Newbridge Financial Services Group, Inc. 15.256 312,10 1.431 340,00
2025-08-13 13F Strategic Family Wealth Counselors, L.L.C. 4.566 428
2025-08-14 13F Wiley Bros.-aintree Capital, Llc 92.914 -5,55 8.715 2,34
2025-07-30 13F Rehmann Capital Advisory Group 46.840 2,60 4.393 9,36
2025-08-14 13F Hilltop Holdings Inc. 21.778 1,68 2.043 8,39
2025-07-29 13F CapWealth Advisors, LLC 2.785 0,00 261 6,53
2025-08-11 13F One Capital Management, LLC 2.688 -6,63 252 -0,40
2025-07-31 13F Keeler THomas Management LLC 0 -100,00 0
2025-08-08 13F Kingsview Wealth Management, LLC 3.725 -29,44 349 -24,78
2025-08-07 13F/A Joseph Group Capital Management 131.937 5,26 12.374 12,18
2025-07-07 13F Whitaker-Myers Wealth Managers, LTD. 658.546 6,42 61.765 13,42
2025-07-24 13F Robertson Stephens Wealth Management, LLC 122.685 -6,41 11.507 -0,25
2025-08-14 13F Vivaldi Capital Management, LLC 3.314 -0,39 311 6,16
2025-05-15 13F Old Mission Capital Llc 0 -100,00 0 -100,00
2025-08-01 13F Vision Financial Markets Llc 429 0,00 40 8,11
2025-04-18 13F Edge Financial Advisors LLC 0 -100,00 0
2025-05-08 13F Regions Financial Corp 0 -100,00 0
2025-07-22 13F Wealthcare Advisory Partners LLC 205.235 7,74 19.249 14,84
2025-08-05 13F Huntington National Bank 76 134,38
2025-08-13 13F Icapital Wealth Llc 89.716 -0,83 8.414 5,70
2025-08-12 13F Waddell & Associates, Llc 2.531 -2,54 237 3,95
2025-07-22 13F Hickory Asset Management, Inc. 13.683 -32,24 1.283 -27,76
2025-07-29 13F Activest Wealth Management 230.122 -1,33 21.583 5,16
2025-07-22 13F Berger Financial Group, Inc 17.109 -3,98 1.605 2,36
2025-08-14 13F Fmr Llc 38.981 10,37 3.656 17,63
2025-07-09 13F Dynamic Advisor Solutions LLC 227.611 1,55 21.348 8,23
2025-07-29 13F Creekside Partners 29.435 -0,48 2.761 6,07
2025-07-17 13F Boulay Financial Advisors, LLC 2.079.163 14,90 195.005 22,46
2025-07-07 13F Peak Financial Advisors Llc 12.732 -43,44 1.194 -39,70
2025-08-14 13F Kovitz Investment Group Partners, LLC 44.105 -6,15 4.137 0,02
2025-07-28 13F Private Wealth Asset Management, LLC 132 12
2025-08-13 13F Flow Traders U.s. Llc 41.025 -23,99 4 -25,00
2025-08-04 13F Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 22.580 -8,81 2.118 -2,49
2025-07-29 13F Signature Estate & Investment Advisors Llc 55.194 4,73 5.177 11,62
2025-07-29 13F Kelman-Lazarov, Inc. 547.529 1,95 51.353 8,65
2025-08-14 13F Benjamin Edwards Inc 0 -100,00 0
2025-08-12 13F Marshall & Sterling Wealth Advisors Inc. 90.981 -3,83 8.524 2,39
2025-07-23 13F Castle Rock Wealth Management, LLC 9.957 -7,87 960 1,48
2025-07-07 13F Thurston, Springer, Miller, Herd & Titak, Inc. 650 116,67 61 130,77
2025-08-11 13F Strategic Wealth Partners, Ltd. 370 35
2025-07-09 13F Wolff Financial Management Llc 2.918 0,00 0
2025-07-30 13F Paul Damon & Associates, Inc. 4.451 0,00 417 6,65
2025-07-31 13F Wealthfront Advisers Llc 26.845 -4,80 2.518 1,45
2025-07-10 13F SK Wealth Management, LLC 187.805 -10,35 18.148 8,11
2025-07-15 13F Financial Partners Group, Inc 51.308 -2,06 4.812 4,38
2025-05-08 13F Us Financial Advisors, Llc 111.627 0,24 9.823 -4,87
2025-07-09 13F Massmutual Trust Co Fsb/adv 168 16
2025-05-05 13F Morningstar Investment Services LLC 77.211 -24,61 7 -33,33
2025-08-14 13F Financial Engines Advisors L.L.C. 3.185 35,19 299 44,44
2025-07-16 13F Strategic Investment Solutions, Inc. /IL 9.974 -0,33 935 6,25
2025-08-06 13F Stonebridge Financial Planning Group, LLC 42.334 -4,93 3.971 1,33
2025-07-14 13F Southland Equity Partners LLC 5.367 -0,11 503 6,57
2025-07-28 13F Dash Acquisitions Inc. 5.329 0,00 525 8,26
2025-08-12 13F Integrated Advisors Network LLC 42.963 -12,50 4.029 -6,74
2025-07-10 13F Clare Market Investments LLC 2.478 -1,39 232 4,98
2025-08-08 13F ProVise Management Group, LLC 6.776 -12,86 636 -7,16
2025-08-12 13F PKS Advisory Services, LLC 14.125 -5,67 1.325 0,76
2025-07-31 13F Buckingham Strategic Partners 5.847 -1,33 548 5,18
2025-05-01 13F Quest 10 Wealth Builders, Inc. 0 -100,00 0
2025-08-13 13F Basso Capital Management, L.p. 270 0,00 25 8,70
2025-08-08 13F Laurel Wealth Planning LLC 64.883 -8,35 6.085 -2,31
2025-07-29 13F Stratos Wealth Partners, LTD. 21.093 -39,29 1.978 -35,30
2025-08-07 13F Cahill Financial Advisors Inc 448.799 -1,09 42.093 5,42
2025-08-12 13F PSI Advisors, LLC 84.532 108,72 7.928 122,45
2025-07-31 13F Nilsine Partners, LLC 0 -100,00 0
2025-08-12 13F Putnam Fl Investment Management Co 160.205 252,75 15.026 276,00
2025-07-21 13F Triad Wealth Partners, LLC 3.022 283
2025-08-11 13F TRUE Private Wealth Advisors 4.670 -4,56 438 1,86
2025-08-01 13F Oversea-Chinese Banking CORP Ltd 6.061 -60,77 568 -58,20
2025-08-13 13F Transce3nd, LLC 308 -35,29 29 -31,71
2025-05-16 13F Coppell Advisory Solutions LLC 0 -100,00 0
2025-08-06 13F Savant Capital, LLC 2.964 -38,66 278 -34,82
2025-07-15 13F EWG Elevate Inc. 14.666 -32,91 1.376 -28,50
2025-08-05 13F Cherry Tree Wealth Management, LLC 209 0,00 20 5,56
2025-08-13 13F Natixis Advisors, L.p. 0 -100,00 0
2025-07-30 13F Roman Butler Fullerton & Co 2.200 218
2025-07-30 13F D.a. Davidson & Co. 68.147 -0,98 6.392 5,55
2025-07-02 13F Howard Financial Services, Ltd. 86.295 -4,42 8.094 1,86
2025-08-05 13F Plante Moran Financial Advisors, LLC 322 0,00 30 7,14
2025-07-24 13F Mengis Capital Management, Inc. 55.818 -1,75 5.235 4,72
2025-07-24 13F MSH Capital Advisors LLC 2.179 204
2025-07-28 13F Virtus Wealth Solutions LLC 267.876 -0,14 25.124 6,43
2025-08-11 13F Root Financial Partners, LLC 9.648 -1,39 905 5,12
2025-07-14 13F AdvisorNet Financial, Inc 11.533 -81,38 1.082 -80,17
2025-08-12 13F Walled Lake Planning & Wealth Management, Llc 8.189 -15,03 768 -9,43
2025-07-24 13F Etesian Wealth Advisors, Inc. 179.814 10,86 16.865 18,14
2025-08-29 13F Total Investment Management Inc 61 6
2025-07-22 13F Glassy Mountain Advisors, Inc. 6.949 14,80 652 22,37
2025-08-14 13F CIBC World Markets Inc. 5.307 -54,45 498 -51,51
2025-07-15 13F Bay Capital Advisors, LLC 3.107 0,00 291 6,59
2025-07-29 13F Liberty Square Wealth Partners Llc 3.279 0,00 308 6,60
2025-07-31 13F Brighton Jones Llc 5.184 2,80 486 9,71
2025-07-15 13F Burns Matteson Capital Management, LLC 41.585 -11,14 3.900 -5,29
2025-08-07 13F Samalin Investment Counsel, LLC 7.498 -22,52 703 -17,39
2025-05-12 13F Sandy Spring Bank 360 0,00 32 -6,06
2025-08-01 13F Centerpoint Advisors, LLC 450 -12,79 0
2025-08-04 13F Keybank National Association/oh 4.322 71,44 405 83,26
2025-08-14 13F Quantinno Capital Management LP 26.539 12,83 2.489 20,30
2025-07-29 13F Kraft, Davis & Associates, LLC 41.617 -18,17 4.122 -0,77
2025-08-08 13F L & S Advisors Inc 23.652 22,61 2.218 30,70
2025-06-26 NP MSTSX - Morningstar Unconstrained Allocation Fund 69.511 8,47 5.983 -2,30
2025-07-24 13F IFP Advisors, Inc 175.756 1,77 16.484 8,47
2025-08-13 13F QSV Equity Investors LLC 4.950 -1,06 464 5,45
2025-08-06 13F 360 Financial, Inc. 5.939 -0,93 557 5,50
2025-08-01 13F Envestnet Asset Management Inc 715.951 9,57 67.149 16,78
2025-08-11 13F Inspire Advisors, LLC 22.148 -1,93 2.077 4,53
2025-08-14 13F Modern Wealth Management, LLC 53.534 -1,17 5.021 5,33
2025-07-16 13F ORG Partners LLC 0 -100,00 0
2025-07-31 13F United Community Bank 15.600 0,16 1.463 6,79
2025-07-16 13F Minichmacgregor Wealth Management, Llc 41.510 -77,74 3.893 -76,27
2025-08-13 13F Victory Financial Group, Llc 94.836 249,09 8.895 272,60
2025-07-30 13F Insight Advisors, LLC/ PA 0 -100,00 0
2025-07-17 13F Sterling Investment Advisors, Ltd. 57.308 -12,25 5.375 -6,49
2025-08-06 13F Commonwealth Equity Services, Llc 1.799.219 -14,70 169 -9,19
2025-07-25 13F Hazlett, Burt & Watson, Inc. 11.070 -43,31 1 0,00
2025-09-02 13F/A FSC Wealth Advisors, LLC 7.681 -0,29 720 6,35
2025-08-05 13F Bank of New York Mellon Corp 209.343 0,49 19.634 7,10
2025-07-21 13F Warner Financial, Inc 12.203 -2,94 1 0,00
2025-07-17 13F LexAurum Advisors, LLC 13.660 121,90 1.281 136,78
2025-07-15 13F Traction Financial Partners, LLC 2.223 208
2025-08-15 13F Captrust Financial Advisors 34.949 -6,52 3.278 -0,40
2025-08-05 13F Tiaa Trust, National Association 2.715 -5,73 255 0,40
2025-03-12 13F/A Private Capital Management Llc 2.411 33,13 209 28,40
2025-05-06 13F Venturi Wealth Management, LLC 0 -100,00 0
2025-08-01 13F Rossby Financial, LCC 198 0,00 19 12,50
2025-08-05 13F Beckerman Institutional, LLC 7.338 -3,99 1
2025-08-13 13F Twin Peaks Wealth Advisors, LLC 94 9
2025-07-17 13F Keystone Global Partners, LLC 302 28
2025-07-16 13F Essex Financial Services, Inc. 37.419 -50,68 3.510 -47,45
2025-08-12 13F Wealthbridge Capital Management, Llc 4.326 -43,86 406 -40,27
2025-07-30 13F Schaper Benz & Wise Investment Counsel Inc/wi 2.446 -73,35 229 -71,62
2025-08-06 13F Wedbush Securities Inc 16.950 -17,69 2 0,00
2025-08-11 13F Plotkin Financial Advisors, LLC 115.496 -1,76 10.832 4,71
2025-08-12 13F Barings Llc 38.945 -27,33 3.653 -22,56
2025-07-16 13F True North Advisors, LLC 2.994 0,00 281 6,46
2025-08-12 13F Founders Financial Alliance, LLC 0 -100,00 0
2025-08-19 13F Asset Dedication, LLC 5.254 1,19 493 7,89
2025-05-08 13F Hall Capital Management Co Inc 0 -100,00 0
2025-07-17 13F XY Planning Network, Inc. 34.696 3.254
2025-08-13 13F Northwestern Mutual Wealth Management Co 545.763 -40,19 51.187 -36,26
2025-07-18 13F Midwest Financial Group LLC 57.131 0,45 5.358 7,07
2025-07-10 13F Legacy Financial Strategies, LLC 4.111 0,00 386 6,65
2025-08-08 13F TD Capital Management LLC 2.891 0,00 271 6,69
2025-08-14 13F Jane Street Group, Llc 0 -100,00 0
2025-07-25 13F Commonwealth Financial Services, LLC 7.724 61,96 724 72,79
2025-07-30 13F/A KPP Advisory Services LLC 10.355 -51,05 971 -47,82
2025-07-25 13F Atria Wealth Solutions, Inc. 68.191 -49,67 6.412 -46,21
2025-07-15 13F MCF Advisors LLC 81 113,16 8 133,33
2025-07-31 13F Whipplewood Advisors, LLC 12.208 2.990,63 1.145 -42,25
2025-05-15 13F Glenmede Trust Co Na 361 32
2025-08-13 13F Level Four Advisory Services, Llc 357.975 1,76 33.575 8,46
2025-07-30 13F Chokshi & Queen Wealth Advisors, Inc 2.455 0,00 230 6,48
2025-05-09 13F Scotia Capital Inc. 0 -100,00 0
2025-08-14 13F Gotham Asset Management, LLC 5.509 0,00 517 6,61
2025-08-14 13F Beck Capital Management, Llc 6.044 -3,16 567 3,10
2025-08-14 13F Two Sigma Investments, Lp 0 -100,00 0
2025-08-01 13F Winebrenner Capital Management Llc 14.890 0,06 1.397 6,65
2025-08-15 13F Sugar Maple Asset Management, LLC 4.068 -52,62 382 -49,54
2025-08-06 13F Decker Retirement Planning Inc. 283 27
2025-07-10 13F NorthCrest Asset Manangement, LLC 81.322 0,55 7.877 10,68
2025-07-10 13F Redhawk Wealth Advisors, Inc. 3.209 -6,31 301 -0,33
2025-08-14 13F Financial Advisory Service, Inc. 5.095 0,39 478 6,95
2025-08-19 13F Cape Investment Advisory, Inc. 737 57,14 69 68,29
2025-08-14 13F UBS Group AG 1.382.924 25,53 129.704 33,79
2025-08-06 13F Ethos Financial Group, LLC 222.102 -6,70 20.831 -5,64
2025-08-13 13F WCG Wealth Advisors LLC 11.959 -2,10 1.122 4,38
2025-04-21 13F Nelson, Van Denburg & Campbell Wealth Management Group, LLC 0 -100,00 0
2025-08-13 13F EverSource Wealth Advisors, LLC 2.757 13.685,00 259 25.700,00
2025-07-28 13F Fairman Group, LLC 475 0,00 45 0,00
2025-04-28 13F Pinnacle Financial Partners Inc 373 0,00 35 -5,56
2025-08-08 13F Larson Financial Group LLC 8.494 -9,39 797 -3,40
2025-07-25 13F Concurrent Investment Advisors, LLC 247.757 560,88 23.237 604,36
2025-07-10 13F Western Pacific Wealth Management, LP 7.967 17,73 747 25,55
2025-05-12 13F Richard W. Paul & Associates, LLC 0 -100,00 0
2025-08-06 13F First Horizon Advisors, Inc. 6.642 1,14 623 7,80
2025-07-14 13F Oliver Luxxe Assets LLC 9.350 -18,75 877 -13,44
2025-08-18 13F Arq Wealth Advisors, Llc 10.438 0,00 919 0,00
2025-08-14 13F Barnett & Company, Inc. 3.246 -3,39 304 3,05
2025-08-05 13F Prosperity Consulting Group, LLC 0 -100,00 0
2025-07-28 13F WealthPLAN Partners, LLC 43.505 -73,52 4.080 -71,78
2025-07-21 13F Ameritas Advisory Services, LLC 3.638 -72,99 341 -72,19
2025-08-12 13F SRS Capital Advisors, Inc. 2.344 269,72 220 298,18
2025-07-14 13F Signature Securities Group Corporation 69.041 -45,01 6.475 -41,39
2025-08-06 13F Atlantic Union Bankshares Corp 360 34
2025-08-19 13F Advisory Services Network, LLC 3.387 30,97 328 44,05
2025-07-29 13F BXM Wealth LLC 26.174 -16,08 2.455 -10,50
2025-07-30 13F Darrow Company, Inc. 79.734 -7,44 7.478 -1,35
2025-09-04 13F/A Advisor Group Holdings, Inc. 607.155 -15,08 56.957 -9,50
2025-05-12 13F Kohmann Bosshard Financial Services, LLC 0 -100,00 0
2025-08-11 13F Culbertson A N & Co Inc 2.701 0,00 253 6,75
2025-07-30 13F Brookstone Capital Management 328.477 -62,53 30.808 -60,06
2025-08-14 13F Advisor OS, LLC 56.481 14,43 5.297 21,97
2025-07-31 13F Turning Point Benefit Group, Inc. 8.560 68,04 803 101,00
2025-08-06 13F Rialto Wealth Management, LLC 234 0,00 22 5,00
2025-07-16 13F RWM Asset Management, LLC 0 -100,00 0
2025-08-14 13F Main Street Financial Solutions, LLC 15.607 -3,36 1.464 2,96
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