Statistiche di base
Proprietari istituzionali | 299 total, 299 long only, 0 short only, 0 long/short - change of -0,66% MRQ |
Allocazione media del portafoglio | 0.1898 % - change of 6,83% MRQ |
Azioni istituzionali (Long) | 26.749.359 (ex 13D/G) - change of 0,02MM shares 0,06% MRQ |
Valore istituzionale (Long) | $ 627.198 USD ($1000) |
Proprietà istituzionale e azionisti
iShares Trust - iShares ESG Aware 1-5 Year USD Corporate Bond ETF (US:SUSB) ha 299 proprietari istituzionali e azionisti che hanno presentato i moduli 13D/G o 13F alla Securities Exchange Commission (SEC). Queste istituzioni detengono un totale di 26,749,359 azioni. I maggiori azionisti includono Goldman Sachs Group Inc, LPL Financial LLC, Morgan Stanley, Royal Bank Of Canada, Ameriprise Financial Inc, Envestnet Asset Management Inc, Acorns Advisers, LLC, Bank of New York Mellon Corp, Wells Fargo & Company/mn, and Modera Wealth Management, LLC .
(iShares Trust - iShares ESG Aware 1-5 Year USD Corporate Bond ETF (NasdaqGM:SUSB) 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 25,30 / share. Previously, on September 9, 2024, the share price was 25,06 / share. This represents an increase of 0,94% over that period.
Indice del sentiment dei fondi
L'indice del sentiment dei fondi (anche noto come "indice di accumulo di proprietà") individua i titoli più acquistati dai fondi. È il risultato di un sofisticato modello quantitativo multi-fattore che identifica le società con i più alti livelli di accumulo istituzionale. Il modello utilizza una combinazione dell'aumento totale dei proprietari dichiarati, delle variazioni nelle allocazioni di portafoglio di tali proprietari e di altre metriche. Il punteggio varia da 0 a 100: i numeri più alti indicano un livello di accumulo superiore ad altre società, mentre 50 rappresenta la media.
Frequenza di aggiornamento: giornaliera
Consulta Ownership Explorer per visualizzare l'elenco delle aziende con il ranking più alto.
Rapporto put/call istituzionale
Oltre a segnalare le emissioni standard di titoli azionari e di debito, gli istituti con più di 100 milioni di asset in gestione devono anche dichiarare le loro partecipazioni in opzioni put e call. Poiché le opzioni put indicano generalmente un sentiment negativo e le opzioni call un sentiment positivo, possiamo avere un'idea del sentiment istituzionale complessivo attraverso il rapporto tra put e call. Il grafico a destra mostra il rapporto storico put/call per questo strumento.
L'utilizzo del rapporto put/call come indicatore del sentiment degli investitori consente di superare una delle principali lacune dell'utilizzo della proprietà istituzionale totale, ovvero il fatto che una quantità significativa di asset in gestione viene investita passivamente per seguire gli indici. Generalmente, i fondi a gestione passiva non acquistano opzioni, per cui il rapporto put/call riflette più fedelmente il sentiment dei fondi a gestione attiva.
Depositi 13F e NPORT
Le informazioni relative ai depositi 13F sono gratuite. Per accedere alle informazioni relative ai depositi NP è necessario un'abbonamento premium. Le righe verdi indicano le nuove posizioni. Le righe rosse indicano le posizioni chiuse. Fai clic sull'icona del link per visualizzare la cronologia completa delle transazioni.
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Data di deposito | Fonte | Investitore | Tipo | Prezzo medio (Stima) |
Azioni | Δ Azioni (%) |
Valore dichiarato ($ 1000) |
Δ Valore (%) |
Allocazione del portafoglio (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-07-24 | 13F | Morton Brown Family Wealth, LLC | 4.288 | 4,51 | 108 | 4,90 | ||||
2025-04-29 | 13F | Hm Payson & Co | 6.400 | 0,00 | 160 | 0,63 | ||||
2025-05-16 | 13F/A | Kestra Investment Management, LLC | 0 | -100,00 | 0 | |||||
2025-07-23 | 13F | Sachetta, LLC | 1.744 | 0,00 | 44 | 0,00 | ||||
2025-08-12 | 13F | Global Retirement Partners, LLC | 486 | -2,99 | 12 | 0,00 | ||||
2025-07-25 | 13F | Community Bank, N.A. | 75 | 0,00 | 2 | 0,00 | ||||
2025-07-16 | 13F | Evergreen Private Wealth LLC | 7.026 | 7,93 | 177 | 8,64 | ||||
2025-07-15 | 13F | Level Financial Advisors, Inc. | 36.186 | -2,15 | 911 | -1,52 | ||||
2025-08-13 | 13F | Parkworth Wealth Management, Inc. | 3.980 | 1,09 | 100 | 2,04 | ||||
2025-08-15 | 13F | Truefg, Llc | 14.759 | -1,79 | 371 | -1,07 | ||||
2025-07-31 | 13F | Buckingham Strategic Partners | 19.081 | 16,62 | 480 | 17,65 | ||||
2025-08-12 | 13F | Coston, McIsaac & Partners | 172 | 0,58 | 0 | |||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 61.700 | 387,59 | 1.553 | 391,14 | ||||
2025-07-24 | 13F | Grand Wealth Management, Llc | 9.810 | -0,87 | 247 | -0,40 | ||||
2025-07-15 | 13F | Td Private Client Wealth Llc | 48.540 | 0,00 | 1.222 | 0,66 | ||||
2025-07-22 | 13F | Stanich Group LLC | 0 | -100,00 | 0 | |||||
2025-07-29 | 13F | Flagstone Financial Management | 81.593 | 2,59 | 2.054 | 3,32 | ||||
2025-08-05 | 13F | Sigma Planning Corp | 11.770 | -4,93 | 296 | -4,21 | ||||
2025-08-15 | 13F | Captrust Financial Advisors | 41.358 | 0,07 | 1.041 | 0,78 | ||||
2025-07-09 | 13F | Finley Financial, LLC | 6.150 | 0,00 | 155 | 0,00 | ||||
2025-07-16 | 13F | Plancorp, LLC | 147.281 | 0,00 | 3.707 | 0,73 | ||||
2025-08-19 | 13F | Advisory Services Network, LLC | 47.517 | -59,26 | 1.193 | -59,06 | ||||
2025-08-13 | 13F | Transce3nd, LLC | 900 | -3,12 | 23 | -4,35 | ||||
2025-07-10 | 13F | CWC Advisors, LLC. | 8.238 | -0,10 | 207 | 0,49 | ||||
2025-07-30 | 13F | Ethic Inc. | 28.180 | -63,59 | 708 | -63,30 | ||||
2025-05-14 | 13F | Oarsman Capital, Inc. | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | GWM Advisors LLC | 54.241 | 1,09 | 1.365 | 1,87 | ||||
2025-08-07 | 13F | Payden & Rygel | 88.579 | 0,00 | 2 | 0,00 | ||||
2025-08-12 | 13F | BlackRock, Inc. | 832 | -20,08 | 21 | -23,08 | ||||
2025-08-07 | 13F | Brio Consultants, LLC | 109.527 | -5,08 | 2.757 | -4,41 | ||||
2025-04-21 | 13F | ORG Partners LLC | 0 | -100,00 | 0 | |||||
2025-05-08 | 13F | Endeavor Private Wealth, Inc. | 0 | -100,00 | 0 | |||||
2025-08-07 | 13F | Allworth Financial LP | 430.701 | 2,24 | 10.841 | 3,14 | ||||
2025-07-31 | 13F | Silver Oak Advisory Group, Inc. | 12.520 | 0,14 | 0 | |||||
2025-04-22 | 13F | Veridan Wealth LLC | 13.479 | -25,13 | 337 | -24,49 | ||||
2025-08-14 | 13F | Atomi Financial Group, Inc. | 9.565 | 8,20 | 241 | 9,09 | ||||
2025-07-14 | 13F | Opal Wealth Advisors, LLC | 39.976 | -5,79 | 1.006 | -5,09 | ||||
2025-08-11 | 13F | United Capital Financial Advisers, Llc | 41.615 | -21,69 | 1.047 | -21,16 | ||||
2025-05-13 | 13F | LifePlan Investment Advisors, Inc. | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F/A | Bank Julius Baer & Co. Ltd, Zurich | 26.000 | 13,02 | 654 | 0,77 | ||||
2025-07-31 | 13F | Schneider Downs Wealth Management Advisors, LP | 42.694 | 0,00 | 1.075 | 0,75 | ||||
2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 88 | 1.000,00 | 2 | |||||
2025-08-14 | 13F | Clarity Asset Management, Inc. | 4.951 | -1,35 | 125 | -0,80 | ||||
2025-07-17 | 13F | LexAurum Advisors, LLC | 18.812 | 6,19 | 474 | 7,01 | ||||
2025-08-13 | 13F | Cerity Partners LLC | 8.013 | 0,00 | 202 | 0,50 | ||||
2025-07-28 | 13F | J.Safra Asset Management Corp | 39.506 | 0,00 | 993 | 0,61 | ||||
2025-07-11 | 13F | Westfuller Advisors, LLC | 28.382 | 0,83 | 714 | 1,56 | ||||
2025-07-29 | 13F | BKD Wealth Advisors, LLC | 21.886 | 0,00 | 551 | 0,73 | ||||
2025-07-14 | 13F | Sweeney & Michel, Llc | 8.522 | -0,37 | 213 | 0,95 | ||||
2025-08-08 | 13F | Creative Planning | 8.136 | -29,04 | 205 | -28,67 | ||||
2025-08-05 | 13F | Scarborough Advisors, LLC | 19 | 0 | ||||||
2025-08-08 | 13F | Francis Financial, Inc. | 393.692 | -2,41 | 9.909 | -1,71 | ||||
2025-08-06 | 13F | AE Wealth Management LLC | 3.357 | -0,03 | 84 | 1,20 | ||||
2025-08-12 | 13F | MAI Capital Management | 8.870 | -0,74 | 223 | 0,00 | ||||
2025-07-03 | 13F | Higgins & Schmidt Wealth Strategies LLC | 8.659 | 218 | ||||||
2025-07-11 | 13F/A | Umb Bank N A/mo | 56.096 | 12,05 | 1.412 | 12,79 | ||||
2025-08-08 | 13F | VERITY Wealth Advisors | 26.322 | 0,00 | 663 | 0,76 | ||||
2025-07-09 | 13F | Affinity Capital Advisors, LLC | 10.861 | 0,11 | 273 | 2,25 | ||||
2025-08-08 | 13F | Larson Financial Group LLC | 19.321 | 1,63 | 486 | 2,32 | ||||
2025-08-08 | 13F | Financial Gravity Companies, Inc. | 4.916 | 0,63 | 124 | 2,50 | ||||
2025-08-11 | 13F | Wealthspire Advisors, LLC | 479.307 | 1,93 | 12.064 | 2,66 | ||||
2025-05-15 | 13F | Guardian Wealth Advisors, Llc / Nc | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Mml Investors Services, Llc | 28.452 | -15,86 | 1 | |||||
2025-05-06 | 13F | PFG Advisors | 0 | -100,00 | 0 | -100,00 | ||||
2025-04-28 | 13F | Financial Advocates Investment Management | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 13.233 | 0,08 | 333 | 0,91 | ||||
2025-08-14 | 13F | Fiduciary Trust Co | 111.973 | -5,17 | 2.818 | -4,47 | ||||
2025-08-08 | 13F | Your Advocates Ltd., LLP | 471 | 0,00 | 12 | 0,00 | ||||
2025-07-25 | 13F | Wells Financial Advisors INC | 10.660 | 0,00 | 268 | 0,75 | ||||
2025-08-04 | 13F | One Day In July LLC | 23.310 | -1,39 | 587 | -0,68 | ||||
2025-07-29 | 13F | Tradewinds Capital Management, LLC | 227 | 11,82 | 6 | 0,00 | ||||
2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 677 | 0,00 | 17 | 6,25 | ||||
2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 5.929 | -4,05 | 149 | -3,25 | ||||
2025-07-17 | 13F | One Wealth Advisors, LLC | 22.449 | -13,17 | 565 | -12,54 | ||||
2025-08-14 | 13F | Jane Street Group, Llc | 45.667 | 65,88 | 1.149 | 67,25 | ||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 513.122 | 1,95 | 12.915 | 2,69 | ||||
2025-08-14 | 13F | Ancora Advisors, LLC | 4.283 | 0,00 | 108 | 0,00 | ||||
2025-07-21 | 13F | Impact Investors, Inc | 300.236 | 11,04 | 7.557 | 11,84 | ||||
2025-08-01 | 13F | Equita Financial Network, Inc. | 8.558 | 215 | ||||||
2025-07-22 | 13F | Valley National Advisers Inc | 10.028 | 1,69 | 0 | |||||
2025-08-14 | 13F | Staley Capital Advisers Inc | 70.000 | 40,00 | 1.762 | 40,99 | ||||
2025-08-15 | 13F | WFA of San Diego, LLC | 5.501 | 7,32 | 138 | 7,81 | ||||
2025-08-07 | 13F | Verus Capital Partners, Llc | 0 | -100,00 | 0 | |||||
2025-07-07 | 13F | Shotwell Rutter Baer Inc | 19.598 | -0,47 | 491 | -0,20 | ||||
2025-07-22 | 13F | DT Investment Partners, LLC | 910 | 11,11 | 23 | 10,00 | ||||
2025-07-30 | 13F | Nottingham Advisors, Inc. | 12.810 | -1,06 | 322 | -0,31 | ||||
2025-07-10 | 13F | Marshall Financial Group LLC | 13.831 | -2,90 | 346 | -2,54 | ||||
2025-05-12 | 13F | Austin Private Wealth, LLC | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 0 | -100,00 | 0 | |||||
2025-08-12 | 13F | Seeds Investor Llc | 155.199 | -5,08 | 3.906 | -4,41 | ||||
2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 21.177 | -74,19 | 1 | -100,00 | ||||
2025-08-05 | 13F | American Capital Advisory, LLC | 5.890 | 0,00 | 148 | 0,68 | ||||
2025-08-12 | 13F | Franklin Resources Inc | 34.041 | 1,09 | 857 | 1,78 | ||||
2025-05-06 | 13F | Kelman-Lazarov, Inc. | 0 | -100,00 | 0 | |||||
2025-08-11 | 13F | HighTower Advisors, LLC | 98.097 | -3,87 | 2.469 | -3,18 | ||||
2025-08-14 | 13F | Royal Bank Of Canada | 943.705 | 1,61 | 23.752 | 2,34 | ||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 67.984 | -7,24 | 2 | 0,00 | ||||
2025-08-05 | 13F | Gould Asset Management Llc /ca/ | 23.055 | 11,38 | 580 | 12,19 | ||||
2025-07-23 | 13F | Integris Wealth Management, LLC | 267.597 | -4,97 | 6.735 | -4,28 | ||||
2025-08-11 | 13F | Birchbrook, Inc. | 38.488 | 21,43 | 969 | 22,22 | ||||
2025-05-09 | 13F | Deutsche Bank Ag\ | 0 | -100,00 | 0 | -100,00 | ||||
2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 140.343 | -7,58 | 3.532 | -6,91 | ||||
2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 8.365 | -40,84 | 209 | -40,11 | ||||
2025-07-10 | 13F | IMPACTfolio, LLC | 233.048 | 81,65 | 5.866 | 82,94 | ||||
2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 81.727 | 3,61 | 2.057 | 4,36 | ||||
2025-08-05 | 13F | Bank Of Montreal /can/ | 22.121 | 79,00 | 557 | 80,52 | ||||
2025-08-08 | 13F | Omega Financial Group, LLC | 72.898 | 0,58 | 1.835 | 1,27 | ||||
2025-04-29 | 13F | Pensionmark Financial Group, Llc | 0 | -100,00 | 0 | |||||
2025-08-01 | 13F | Rossby Financial, LCC | 0 | -100,00 | 0 | |||||
2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 24.737 | -1,93 | 623 | -1,27 | ||||
2025-04-22 | 13F/A | NorthRock Partners, LLC | 0 | -100,00 | 0 | -100,00 | ||||
2025-08-11 | 13F | FSC Wealth Advisors, LLC | 1.169 | 0,00 | 29 | 0,00 | ||||
2025-08-14 | 13F | Comerica Bank | 10.628 | 39,62 | 268 | 40,53 | ||||
2025-08-13 | 13F | Trustmark National Bank Trust Department | 10.168 | 0,00 | 256 | 0,39 | ||||
2025-08-13 | 13F | Baird Financial Group, Inc. | 416.825 | 0,12 | 10.491 | 0,84 | ||||
2025-08-08 | 13F | Emerald Investment Partners, Llc | 799 | 0,00 | 20 | 5,26 | ||||
2025-08-14 | 13F | Two Sigma Securities, Llc | 14.538 | 366 | ||||||
2025-08-13 | 13F | Johnson Financial Group, Inc. | 2.953 | 0,00 | 74 | 1,37 | ||||
2025-08-14 | 13F | Gen-Wealth Partners Inc | 289 | -18,59 | 7 | -12,50 | ||||
2025-08-11 | 13F | Amara Financial, Llc. | 9.667 | 15,98 | 243 | 16,83 | ||||
2025-04-15 | 13F | McKinley Carter Wealth Services, Inc. | 0 | -100,00 | 0 | |||||
2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 974 | -0,41 | 25 | 0,00 | ||||
2025-07-21 | 13F | Ameritas Advisory Services, LLC | 6.925 | -53,65 | 174 | -53,35 | ||||
2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 0 | -100,00 | 0 | |||||
2025-08-05 | 13F | Hills Bank & Trust Co | 5.577 | 13,52 | 140 | 14,75 | ||||
2025-07-18 | 13F | First Pacific Financial | 8.224 | 1,09 | 207 | 1,48 | ||||
2025-08-14 | 13F | Ameriprise Financial Inc | 779.912 | 3,82 | 20.292 | 8,07 | ||||
2025-07-21 | 13F | Ameriflex Group, Inc. | 1.448 | 1,12 | 36 | 2,86 | ||||
2025-07-17 | 13F | Albion Financial Group /ut | 48.563 | 6,50 | 1.222 | 7,29 | ||||
2025-07-21 | 13F | Creative Capital Management Investments LLC | 2.991 | -80,28 | 75 | -80,16 | ||||
2025-07-29 | 13F | Kondo Wealth Advisors, Inc. | 106.300 | -20,26 | 2.664 | -20,05 | ||||
2025-08-11 | 13F | VSM Wealth Advisory, LLC | 3.918 | 9,78 | 99 | 10,11 | ||||
2025-08-11 | 13F | Aptus Capital Advisors, LLC | 23.337 | 0,21 | 587 | 1,03 | ||||
2025-07-24 | 13F | Eastern Bank | 15.132 | -86,76 | 381 | -86,69 | ||||
2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 15.429 | 388 | ||||||
2025-08-13 | 13F | VestGen Advisors, LLC | 23.988 | -1,63 | 604 | -0,99 | ||||
2025-05-08 | 13F | Us Financial Advisors, Llc | 11.546 | 11,79 | 289 | 12,94 | ||||
2025-04-09 | 13F | RFG Advisory, LLC | 0 | -100,00 | 0 | |||||
2025-07-18 | 13F | PFG Investments, LLC | 8.988 | -17,60 | 226 | -16,91 | ||||
2025-05-13 | 13F | EverSource Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 15.982 | 0,01 | 402 | 0,75 | ||||
2025-07-17 | 13F | Symmetry Partners, LLC | 14.608 | -0,04 | 368 | 0,55 | ||||
2025-07-24 | 13F | Us Bancorp \de\ | 3.640 | -85,87 | 92 | -85,85 | ||||
2025-07-14 | 13F | Leonard Rickey Investment Advisors P.L.L.C. | 46.170 | -7,44 | 1.162 | -5,91 | ||||
2025-08-08 | 13F | Atlantic Trust, LLC | 3.144 | 79 | ||||||
2025-08-14 | 13F | Colony Group, LLC | 56.038 | -8,63 | 1.410 | -7,96 | ||||
2025-04-30 | 13F | Horst & Graben Wealth Management LLC | 0 | -100,00 | 0 | |||||
2025-07-17 | 13F | Janney Montgomery Scott LLC | 13.927 | 0 | ||||||
2025-07-23 | 13F | Dohj, Llc | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Raymond James Financial Inc | 42.752 | 5,05 | 1.076 | 5,80 | ||||
2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 8.681 | -4,46 | 217 | -4,41 | ||||
2025-07-25 | 13F | LRI Investments, LLC | 9.326 | 0,00 | 235 | 0,43 | ||||
2025-07-07 | 13F | Bangor Savings Bank | 1.680 | 0,00 | 42 | 2,44 | ||||
2025-07-08 | 13F | Apella Capital, LLC | 226.647 | 3,12 | 5.671 | 3,98 | ||||
2025-07-16 | 13F | Traveka Wealth, LLC | 17.828 | 0,12 | 449 | 0,90 | ||||
2025-08-06 | 13F | Decker Retirement Planning Inc. | 39.453 | 57.078,26 | 993 | 99.200,00 | ||||
2025-08-04 | 13F | Spire Wealth Management | 299 | 0,00 | 8 | 0,00 | ||||
2025-04-22 | 13F | Jfs Wealth Advisors, Llc | 0 | -100,00 | 0 | |||||
2025-05-12 | 13F | Townsquare Capital Llc | 0 | -100,00 | 0 | |||||
2025-08-08 | 13F | Cetera Investment Advisers | 89.674 | -2,38 | 2.257 | -1,66 | ||||
2025-07-10 | 13F | Charter Oak Capital Management, LLC | 133.360 | 2,85 | 3.357 | 3,58 | ||||
2025-07-22 | 13F | Clarius Group, LLC | 57.435 | -1,39 | 1.446 | -0,69 | ||||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 5.260 | 32,26 | 132 | 33,33 | ||||
2025-07-28 | 13F | Arlington Financial Advisors, LLC | 163.051 | -4,57 | 4.104 | -3,89 | ||||
2025-07-31 | 13F | Orion Capital Management LLC | 8.901 | -0,18 | 224 | 0,90 | ||||
2025-08-12 | 13F | Armor Investment Advisors, LLC | 6.913 | 0,00 | 174 | 1,16 | ||||
2025-08-12 | 13F | LPL Financial LLC | 1.117.604 | 3,03 | 28.130 | 3,77 | ||||
2025-07-09 | 13F | Alesco Advisors Llc | 9.994 | 0,39 | 252 | 1,21 | ||||
2025-08-14 | 13F | Stifel Financial Corp | 85.993 | 7,89 | 2.164 | 8,69 | ||||
2025-07-25 | 13F | Wealth Advisory Team LLC | 22.151 | 558 | ||||||
2025-08-12 | 13F | Running Point Capital Advisors, LLC | 4.078 | 0,00 | 103 | 0,99 | ||||
2025-08-07 | 13F | CENTRAL TRUST Co | 22.276 | -34,89 | 561 | -34,50 | ||||
2025-08-14 | 13F | Diversify Advisory Services, LLC | 0 | -100,00 | 0 | |||||
2025-08-13 | 13F | Flow Traders U.s. Llc | 68.743 | 2 | ||||||
2025-07-02 | 13F | Central Pacific Bank - Trust Division | 23.898 | 81,96 | 602 | 83,23 | ||||
2025-07-16 | 13F | Diversified Enterprises, LLC | 22.959 | 37,80 | 578 | 38,70 | ||||
2025-04-28 | 13F | First Horizon Advisors, Inc. | 0 | -100,00 | 0 | |||||
2025-07-14 | 13F | AdvisorNet Financial, Inc | 8.970 | 175,75 | 226 | 177,78 | ||||
2025-07-30 | 13F | Rehmann Capital Advisory Group | 14.446 | 0,89 | 364 | 1,68 | ||||
2025-08-14 | 13F | Mariner, LLC | 382.178 | 0,20 | 9.619 | 0,92 | ||||
2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | -100,00 | 0 | -100,00 | ||||
2025-07-25 | 13F | Midwest Capital Advisors, LLC | 16.749 | -2,26 | 422 | -1,64 | ||||
2025-08-01 | 13F | Redwood Park Advisors LLC | 0 | -100,00 | 0 | |||||
2025-08-07 | 13F | LFA - Lugano Financial Advisors SA | 457.113 | 91,30 | 11.421 | 91,27 | ||||
2025-04-09 | 13F | SigFig Wealth Management, LLC | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 281.233 | -7,59 | 7.079 | -6,93 | ||||
2025-08-12 | 13F | Fortis Capital Management LLC | 0 | -100,00 | 0 | |||||
2025-08-15 | 13F | CI Private Wealth, LLC | 148.214 | -0,48 | 3.731 | 0,24 | ||||
2025-07-24 | 13F | Blair William & Co/il | 42.163 | 0,73 | 1.061 | 1,43 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-07-22 | 13F | Mascoma Wealth Management LLC | 8.941 | -16,01 | 225 | -15,41 | ||||
2025-07-16 | 13F/A | CX Institutional | 33.961 | 0,43 | 1 | |||||
2025-08-06 | 13F | Savant Capital, LLC | 445.745 | 3,82 | 11.219 | 4,58 | ||||
2025-08-11 | 13F | Wescott Financial Advisory Group, LLC | 204.568 | 4,00 | 5.149 | 4,74 | ||||
2025-08-11 | 13F | Arrow Financial Corp | 24.545 | 0,00 | 618 | 0,65 | ||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 20.193 | 18,01 | 508 | 18,97 | ||||
2025-08-14 | 13F | Smartleaf Asset Management LLC | 308 | 2.100,00 | 8 | |||||
2025-07-09 | 13F | Parkside Advisors LLC | 86.192 | -2,79 | 2.169 | -2,08 | ||||
2025-07-22 | 13F | Valeo Financial Advisors, LLC | 45.040 | -5,58 | 1.134 | -4,95 | ||||
2025-08-01 | 13F | Motco | 4.408 | 31,50 | 111 | 32,53 | ||||
2025-08-14 | 13F | Headinvest, Llc | 18.194 | 1,11 | 458 | 1,78 | ||||
2025-07-29 | 13F | Novare Capital Management Llc | 27.650 | 8,86 | 696 | 9,62 | ||||
2025-08-13 | 13F | Continuum Advisory, LLC | 14.421 | -5,18 | 363 | -4,74 | ||||
2025-04-28 | 13F | Fedenia Advisers LLC | 0 | -100,00 | 0 | |||||
2025-07-23 | 13F | Litman Gregory Asset Management LLC | 11.606 | 0,00 | 292 | 0,69 | ||||
2025-07-28 | 13F | Harbour Investments, Inc. | 177.521 | 2,08 | 4.468 | 2,83 | ||||
2025-05-08 | 13F | Essential Planning, LLC. | 0 | -100,00 | 0 | |||||
2025-08-13 | 13F | Fisher Asset Management, LLC | 226.945 | 4,48 | 5.712 | 5,23 | ||||
2025-08-06 | 13F | Modera Wealth Management, LLC | 497.791 | -0,17 | 12.529 | 0,55 | ||||
2025-07-15 | 13F | Mather Group, Llc. | 154.483 | -16,66 | 3.888 | -16,06 | ||||
2025-08-01 | 13F | May Hill Capital, LLC | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Destination Wealth Management | 341.472 | 2,28 | 8.595 | 3,02 | ||||
2025-07-16 | 13F | Perigon Wealth Management, LLC | 392.712 | 2,41 | 9.885 | 3,15 | ||||
2025-08-01 | 13F | Fort Vancouver Investment Management, LLC | 1.758 | 3,78 | 44 | 4,76 | ||||
2025-03-12 | 13F/A | Private Capital Management Llc | 1.229 | 0,00 | 30 | 0,00 | ||||
2025-07-09 | 13F | Exchange Bank | 21.166 | 1,58 | 533 | 2,31 | ||||
2025-08-14 | 13F | Hrt Financial Lp | 0 | -100,00 | 0 | |||||
2025-07-24 | 13F | JNBA Financial Advisors | 38.563 | 8,27 | 971 | 8,99 | ||||
2025-04-16 | 13F | Martel Wealth Advisors Inc | 0 | -100,00 | 0 | |||||
2025-07-25 | 13F | PrairieView Partners, LLC | 64.261 | 5,85 | 2 | 0,00 | ||||
2025-05-15 | 13F | One Wealth Capital Management, Llc | 0 | -100,00 | 0 | |||||
2025-08-13 | 13F | Milestone Investment Advisors LLC | 356.898 | 8,63 | 8.983 | 9,42 | ||||
2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 167 | 4 | ||||||
2025-07-17 | 13F | Willow Creek Wealth Management Inc. | 44.437 | -1,40 | 1.118 | -0,71 | ||||
2025-07-31 | 13F | CVA Family Office, LLC | 781 | 0,00 | 20 | 0,00 | ||||
2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 1.470 | 0,00 | 37 | 2,78 | ||||
2025-07-22 | 13F | Berger Financial Group, Inc | 12.691 | 14,58 | 319 | 15,58 | ||||
2025-08-08 | 13F | Tanglewood Legacy Advisors, LLC | 123 | 0,00 | 3 | 0,00 | ||||
2025-07-14 | 13F | Northland Capital Management LLC | 185.722 | -7,85 | 4.675 | -7,19 | ||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 685.807 | -9,43 | 17.262 | -8,78 | ||||
2025-07-23 | 13F | Hardy Reed LLC | 28.272 | 0,00 | 712 | 0,71 | ||||
2025-08-12 | 13F | Putnam Fl Investment Management Co | 370.847 | -3,20 | 9.334 | -2,50 | ||||
2025-07-25 | 13F | Keener Financial Planning LLC | 20.048 | 0,00 | 1 | |||||
2025-08-08 | 13F | eCIO, Inc. | 42.298 | 41,69 | 1.065 | 42,63 | ||||
2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Fmr Llc | 90 | 23,29 | 2 | 100,00 | ||||
2025-07-29 | 13F | Private Wealth Management Group, LLC | 17.928 | -1,61 | 451 | -0,88 | ||||
2025-08-13 | 13F | SageView Advisory Group, LLC | 28.744 | -7,60 | 721 | -7,21 | ||||
2025-07-31 | 13F | Resonant Capital Advisors, LLC | 14.586 | 0,00 | 367 | 0,82 | ||||
2025-07-25 | 13F | Strategic Point Investment Advisors, LLC | 74.590 | -6,36 | 1.877 | -5,68 | ||||
2025-07-16 | 13F | St Germain D J Co Inc | 361.197 | 4,39 | 9.091 | 5,15 | ||||
2025-04-30 | 13F | Sharkey, Howes & Javer | 0 | -100,00 | 0 | |||||
2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 78.959 | 2,66 | 1.987 | 3,38 | ||||
2025-08-11 | 13F | Sofi Wealth, Llc | 1.139 | 84,30 | 29 | 86,67 | ||||
2025-07-17 | 13F | Johnson Bixby & Associates, LLC | 19.547 | -12,77 | 492 | -12,32 | ||||
2025-07-23 | 13F | Nbt Bank N A /ny | 166 | 0,00 | 4 | 0,00 | ||||
2025-08-13 | 13F | Capital Analysts, Inc. | 535 | -19,79 | 0 | |||||
2025-07-11 | 13F | Colorado Capital Management, Inc. | 203.488 | 7,32 | 5 | 25,00 | ||||
2025-08-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 15.148 | -15,18 | 0 | |||||
2025-04-08 | 13F | Global Financial Private Client, LLC | 0 | -100,00 | 0 | |||||
2025-08-11 | 13F | Avantax Planning Partners, Inc. | 14.226 | -35,62 | 358 | -35,14 | ||||
2025-08-14 | 13F | AllSquare Wealth Management LLC | 3.080 | 0,00 | 78 | 1,32 | ||||
2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 8.105 | -3,11 | 204 | -2,39 | ||||
2025-07-25 | 13F | Cwm, Llc | 116.674 | 8,09 | 3 | 0,00 | ||||
2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 11.288 | -0,04 | 284 | 0,71 | ||||
2025-08-12 | 13F | SRS Capital Advisors, Inc. | 64 | 0,00 | 2 | 0,00 | ||||
2025-07-24 | 13F | IFP Advisors, Inc | 218 | -69,17 | 5 | -70,59 | ||||
2025-08-14 | 13F | Warren Averett Asset Management, LLC | 13.450 | -4,27 | 339 | -3,70 | ||||
2025-08-08 | 13F | Avantax Advisory Services, Inc. | 11.476 | -0,88 | 289 | -0,35 | ||||
2025-08-04 | 13F | Assetmark, Inc | 41.985 | 5,63 | 1.057 | 6,34 | ||||
2025-07-14 | 13F | Abacus Wealth Partners, LLC | 28.180 | -63,59 | 709 | -63,34 | ||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 115.992 | 0,99 | 2.904 | 1,18 | ||||
2025-08-13 | 13F | Cresset Asset Management, LLC | 24.671 | -39,45 | 621 | -39,10 | ||||
2025-08-14 | 13F | CoreCap Advisors, LLC | 289 | -22,31 | 7 | -22,22 | ||||
2025-08-18 | 13F | Front Row Advisors LLC | 5.315 | 0,00 | 134 | 0,76 | ||||
2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 10.106 | -2,59 | 254 | -1,93 | ||||
2025-08-11 | 13F | Principal Securities, Inc. | 501 | 17,88 | 13 | 20,00 | ||||
2025-08-06 | 13F | Summit Wealth Group, LLC | 41.326 | -3,78 | 1 | 0,00 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 117.111 | 51,21 | 2.948 | 52,30 | ||||
2025-08-07 | 13F | Arbor Trust Wealth Advisors, Llc | 0 | -100,00 | 0 | |||||
2025-07-15 | 13F | Garrett Investment Advisors LLC | 100.727 | 1,95 | 2.535 | 2,67 | ||||
2025-08-11 | 13F | One Capital Management, LLC | 113.713 | -4,32 | 2.862 | -3,64 | ||||
2025-07-18 | 13F | Institute for Wealth Management, LLC. | 15.576 | 24,53 | 392 | 25,64 | ||||
2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | -100,00 | 0 | |||||
2025-08-13 | 13F | Ally Invest Advisors Inc. | 21.265 | -0,39 | 535 | 0,38 | ||||
2025-07-16 | 13F | Signature Resources Capital Management, LLC | 11.154 | 0,80 | 281 | 1,45 | ||||
2025-08-05 | 13F | Bank of New York Mellon Corp | 544.185 | -7,57 | 13.697 | -6,90 | ||||
2025-07-08 | 13F | Canandaigua National Bank & Trust Co | 78.002 | 3,48 | 1.963 | 4,25 | ||||
2025-08-11 | 13F | Western Wealth Management, LLC | 10.438 | 0,46 | 263 | 1,16 | ||||
2025-07-25 | 13F | RHS Financial, LLC | 16.182 | 34,28 | 407 | 35,22 | ||||
2025-08-14 | 13F | UBS Group AG | 448.189 | -0,47 | 11.281 | 0,25 | ||||
2025-07-15 | 13F | Regatta Capital Group, Llc | 87.615 | 7,41 | 2.205 | 8,19 | ||||
2025-08-04 | 13F | Creative Financial Designs Inc /adv | 1.536 | -8,46 | 39 | -7,32 | ||||
2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 200 | 0,00 | 5 | 25,00 | ||||
2025-05-08 | 13F | We Are One Seven, LLC | 0 | -100,00 | 0 | |||||
2025-07-17 | 13F | Elser Financial Planning, Inc | 266.074 | 6.652 | ||||||
2025-05-15 | 13F | Tower Research Capital LLC (TRC) | 0 | -100,00 | 0 | |||||
2025-08-12 | 13F | Journey Strategic Wealth Llc | 21.977 | 0,53 | 553 | 1,28 | ||||
2025-07-18 | 13F | Cantor Fitzgerald Investment Adviser L.p. | 32.617 | -13,11 | 821 | -12,58 | ||||
2025-07-28 | 13F | DORVAL Corp | 9.074 | 0,61 | 228 | 1,33 | ||||
2025-08-11 | 13F | Citigroup Inc | 1.000 | 0,00 | 25 | 4,17 | ||||
2025-04-18 | 13F | Halbert Hargrove Global Advisors, Llc | 0 | -100,00 | 0 | -100,00 | ||||
2025-08-14 | 13F | Fairview Capital Investment Management, Llc | 32.600 | 0,00 | 821 | 0,74 | ||||
2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 27.470 | 0,52 | 691 | 1,32 | ||||
2025-08-14 | 13F | Goldman Sachs Group Inc | 3.085.549 | -4,12 | 77.663 | -3,43 | ||||
2025-08-07 | 13F | Winthrop Capital Management, LLC | 41 | 0,00 | 0 | |||||
2025-08-14 | 13F | EP Wealth Advisors, Inc. | 469.430 | 25,97 | 11.816 | 26,88 | ||||
2025-08-15 | 13F | Morgan Stanley | 965.816 | -2,86 | 24.310 | -2,16 | ||||
2025-07-22 | 13F | 4Thought Financial Group Inc. | 8.957 | 0,06 | 225 | 0,90 | ||||
2025-07-29 | 13F | Private Trust Co Na | 7.260 | 0,00 | 183 | 0,55 | ||||
2025-08-11 | 13F | Private Advisor Group, LLC | 19.684 | 12,44 | 495 | 13,27 | ||||
2025-08-13 | 13F | Acorns Advisers, LLC | 588.958 | -13,94 | 15 | -17,65 | ||||
2025-08-14 | 13F | Betterment LLC | 10.253 | 0,00 | 0 | |||||
2025-08-19 | 13F | Cape Investment Advisory, Inc. | 1.081 | 0,00 | 27 | 0,00 | ||||
2025-04-30 | 13F | Sofos Investments, Inc. | 4.885 | -51,30 | 122 | -50,20 | ||||
2025-07-07 | 13F | Wesbanco Bank Inc | 8.908 | 0,00 | 224 | 0,90 | ||||
2025-07-30 | 13F | Whittier Trust Co | 20.261 | 0,00 | 510 | 0,59 | ||||
2025-08-05 | 13F | Clarity Wealth Development LLC | 120.767 | 5,99 | 3.040 | 6,44 | ||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 400.115 | -39,38 | 10 | -37,50 | ||||
2025-08-08 | 13F | Better Money Decisions, LLC | 69.075 | 2,49 | 1.739 | 3,21 | ||||
2025-08-11 | 13F | Plum Street Advisors, LLC | 53.998 | -3,68 | 1.359 | -3,00 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | 0 | -100,00 | 0 | |||||
2025-07-08 | 13F | Parallel Advisors, LLC | 16.328 | -21,61 | 411 | -21,15 | ||||
2025-08-07 | 13F | Resources Investment Advisors, LLC. | 14.164 | 1,08 | 357 | 1,71 | ||||
2025-08-12 | 13F | Tradition Wealth Management, LLC | 16.145 | -0,64 | 406 | 0,00 | ||||
2025-08-14 | 13F | Gould Capital, LLC | 2.907 | 0,00 | 73 | 1,39 | ||||
2025-08-18 | 13F | Geneos Wealth Management Inc. | 400 | 10 | ||||||
2025-08-05 | 13F | McGinn Investment Management, Inc. | 0 | -100,00 | 0 | |||||
2025-08-15 | 13F | Equitable Holdings, Inc. | 45.702 | -8,30 | 1.150 | -7,63 | ||||
2025-07-17 | 13F | Hanson & Doremus Investment Management | 116 | 0,00 | 0 | |||||
2025-07-25 | 13F | Presilium Private Wealth, Llc | 24.484 | 3,44 | 616 | 4,23 | ||||
2025-07-23 | 13F | SGL Investment Advisors, Inc. | 12.439 | 8,94 | 311 | 9,89 | ||||
2025-08-14 | 13F | Fort Point Capital Partners LLC | 45.519 | -8,82 | 1.146 | -8,18 | ||||
2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 54.350 | -32,10 | 1.368 | -31,65 | ||||
2025-07-14 | 13F | Park Avenue Securities Llc | 8.545 | -18,72 | 0 | |||||
2025-07-24 | 13F | PDS Planning, Inc | 8.669 | -1,76 | 218 | -0,91 | ||||
2025-07-31 | 13F | Mason & Associates Inc | 12.302 | 1,05 | 310 | 1,64 | ||||
2025-08-05 | 13F | iA Global Asset Management Inc. | 29.000 | 0,00 | 1 | |||||
2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 42.837 | -11,83 | 1.078 | -11,20 | ||||
2025-07-30 | 13F | Brookstone Capital Management | 75.265 | -5,39 | 1.894 | -4,73 | ||||
2025-07-10 | 13F | Klaas Financial Asset Advisors, LLC | 142.972 | 1,48 | 3.599 | 2,22 | ||||
2025-07-25 | 13F | Joel Adams & Associates, Inc. | 15.601 | 0,09 | 393 | 0,77 | ||||
2025-08-08 | 13F | Accredited Investors Inc. | 162.491 | 11,85 | 4.090 | 12,64 | ||||
2025-08-14 | 13F | Bank Of America Corp /de/ | 265.393 | 1,58 | 6.680 | 2,31 | ||||
2025-08-12 | 13F | Goepper Burkhardt LLC | 13.594 | -17,61 | 342 | -16,99 | ||||
2025-05-15 | 13F | WealthTrak Capital Management LLC | 0 | -100,00 | 0 | |||||
2025-07-31 | 13F | Cardinal Point Capital Management, ULC | 73.618 | 35,21 | 1.853 | 36,18 | ||||
2025-07-14 | 13F | UMA Financial Services, Inc. | 775 | 1,17 | 20 | 0,00 | ||||
2025-07-23 | 13F | Bear Mountain Capital, Inc. | 156.788 | 4,76 | 3.931 | 4,83 | ||||
2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 18.647 | -0,21 | 469 | 0,64 | ||||
2025-08-13 | 13F | Jones Financial Companies Lllp | 2.341 | 13,97 | 59 | 13,73 | ||||
2025-08-01 | 13F | Schmidt P J Investment Management Inc | 20.673 | 0,74 | 520 | 1,56 | ||||
2025-08-14 | 13F | Aprio Wealth Management, LLC | 29.794 | -5,18 | 750 | -4,59 | ||||
2025-08-14 | 13F | Integrated Wealth Concepts LLC | 16.872 | 13,68 | 425 | 14,59 | ||||
2025-07-15 | 13F | Pine Haven Investment Counsel, Inc | 35.322 | 6,90 | 889 | 7,76 | ||||
2025-04-01 | 13F | Massmutual Trust Co Fsb/adv | 0 | -100,00 | 0 | |||||
2025-08-13 | 13F | GeoWealth Management, LLC | 7.374 | -21,88 | 186 | -21,28 | ||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 372.356 | 13,33 | 9.372 | 14,15 | ||||
2025-07-22 | 13F | DAVENPORT & Co LLC | 46.641 | 7,04 | 1.174 | 7,81 |