Statistiche di base
Proprietari istituzionali | 211 total, 211 long only, 0 short only, 0 long/short - change of 3,92% MRQ |
Allocazione media del portafoglio | 0.3484 % - change of -0,27% MRQ |
Azioni istituzionali (Long) | 5.098.998 (ex 13D/G) - change of 0,40MM shares 8,41% MRQ |
Valore istituzionale (Long) | $ 1.273.948 USD ($1000) |
Proprietà istituzionale e azionisti
Vanguard Scottsdale Funds - Vanguard Russell 3000 ETF (US:VTHR) ha 211 proprietari istituzionali e azionisti che hanno presentato i moduli 13D/G o 13F alla Securities Exchange Commission (SEC). Queste istituzioni detengono un totale di 5,098,998 azioni. I maggiori azionisti includono Ameriprise Financial Inc, Lincoln National Corp, LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Vanguard Domestic Equity ETF Fund Standard Class, Cliffwater LLC, Morgan Stanley, Colony Group, LLC, Natixis Advisors, L.p., Tompkins Financial Corp, Cerity Partners LLC, and Fund Evaluation Group, LLC .
(Vanguard Scottsdale Funds - Vanguard Russell 3000 ETF (NasdaqGM:VTHR) 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 286,38 / share. Previously, on September 6, 2024, the share price was 238,81 / share. This represents an increase of 19,92% 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.
Esegui l'upgrade
per sbloccare i dati premium ed esportarli in Excel
.
Data di deposito | Fonte | Investitore | Tipo | Prezzo medio (Stima) |
Azioni | Δ Azioni (%) |
Valore dichiarato ($ 1000) |
Δ Valore (%) |
Allocazione del portafoglio (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-07-31 | 13F | City State Bank | 50 | 0,00 | 14 | 8,33 | ||||
2025-08-08 | 13F | Firestone Capital Management | 1.000 | 0,00 | 273 | 10,57 | ||||
2025-08-13 | 13F | Quadrant Capital Group Llc | 0 | -100,00 | 0 | |||||
2025-08-01 | 13F | Chilton Capital Management Llc | 203 | 0,00 | 55 | 10,00 | ||||
2025-07-25 | 13F | NorthRock Partners, LLC | 41 | -73,55 | 11 | -71,05 | ||||
2025-08-11 | 13F | Wealthspire Advisors, LLC | 3.417 | 0,00 | 932 | 10,56 | ||||
2025-08-14 | 13F | Mariner, LLC | 74.648 | 214,84 | 20.360 | 248,03 | ||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 10.327 | 30,89 | 2.817 | 44,71 | ||||
2025-07-21 | 13F | Verus Financial Partners, Inc. | 8.358 | 1,31 | 2.305 | 18,09 | ||||
2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 10.046 | -16,66 | 2.740 | -7,87 | ||||
2025-08-14 | 13F | Raymond James Financial Inc | 78.929 | -0,10 | 21.528 | 10,42 | ||||
2025-07-16 | 13F | Dakota Wealth Management | 903 | 0,00 | 246 | 10,81 | ||||
2025-08-14 | 13F | Glenmede Investment Management, LP | 21.100 | 5.755 | ||||||
2025-08-14 | 13F | Old Mission Capital Llc | 1.966 | 0,31 | 536 | 10,97 | ||||
2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 883 | 241 | ||||||
2025-08-13 | 13F | Natixis Advisors, L.p. | 222.295 | 0,36 | 61 | 11,11 | ||||
2025-07-15 | 13F | Main Street Group, LTD | 0 | -100,00 | 0 | |||||
2025-08-11 | 13F | Lowe Brockenbrough & Co Inc | 36.664 | 10.000 | ||||||
2025-08-07 | 13F | Evoke Wealth, Llc | 10.182 | 2.777 | ||||||
2025-08-12 | 13F | SRS Capital Advisors, Inc. | 50 | 14 | ||||||
2025-08-28 | 13F/A | Tolleson Wealth Management, Inc. | 16.701 | 0,00 | 4.555 | 10,53 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 2.580 | -11,76 | 703 | -2,63 | ||||
2025-07-09 | 13F | Bowman & Co S.C. | 1.045 | 14,33 | 285 | 26,67 | ||||
2025-08-13 | 13F | Virtue Capital Management, LLC | 0 | -100,00 | 0 | |||||
2025-07-28 | 13F | Corundum Trust Company, INC | 1.892 | 0,00 | 516 | 10,73 | ||||
2025-08-07 | 13F | Tacita Capital Inc | 625 | 0,00 | 170 | 10,39 | ||||
2025-08-13 | 13F | Jones Financial Companies Lllp | 551 | 1.024,49 | 150 | 1.141,67 | ||||
2025-08-14 | 13F | GWM Advisors LLC | 3.377 | -14,01 | 921 | -4,95 | ||||
2025-07-24 | 13F | Lokken Investment Group LLC | 1.905 | 520 | ||||||
2025-07-22 | 13F | Evensky & Katz LLC | 44.464 | 429,40 | 12 | 500,00 | ||||
2025-07-07 | 13F | Global Wealth Strategies & Associates | 0 | -100,00 | 0 | |||||
2025-07-31 | 13F | Mycio Wealth Partners, Llc | 314 | 86 | ||||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 17.779 | 46,32 | 4.849 | 61,74 | ||||
2025-08-04 | 13F | Linscomb & Williams, Inc. | 26.427 | -1,73 | 7.208 | 8,62 | ||||
2025-07-18 | 13F | Centricity Wealth Management, LLC | 287 | 0,00 | 78 | 11,43 | ||||
2025-08-15 | 13F | Koesten, Hirschmann & Crabtree, INC. | 452 | 0,22 | 123 | 10,81 | ||||
2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 14.447 | 0,38 | 3.940 | 10,95 | ||||
2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 16.417 | 1,40 | 4.478 | 12,07 | ||||
2025-07-21 | 13F | Precedent Wealth Partners, Llc | 1.820 | 9,84 | 496 | 21,57 | ||||
2025-07-31 | 13F | Sage Mountain Advisors LLC | 420 | 0,00 | 115 | 10,68 | ||||
2025-07-09 | 13F | Radnor Capital Management, LLC | 1.100 | 0,00 | 0 | |||||
2025-08-07 | 13F | Allworth Financial LP | 586 | 0,34 | 160 | 12,77 | ||||
2025-08-07 | 13F | Fund Evaluation Group, LLC | 139.081 | 37.934 | ||||||
2025-07-30 | 13F | Arbor Investment Advisors, LLC | 1.787 | -11,80 | 487 | -2,40 | ||||
2025-08-05 | 13F | Lincoln National Corp | 466.325 | 1,42 | 127.190 | 12,10 | ||||
2025-08-14 | 13F | Gould Capital, LLC | 13 | 8,33 | 4 | 50,00 | ||||
2025-08-13 | 13F | Lido Advisors, LLC | 12.533 | 0,01 | 3.418 | 10,54 | ||||
2025-07-31 | 13F | Fiduciary Wealth Partners, LLC | 0 | -100,00 | 0 | -100,00 | ||||
2025-08-14 | 13F | Ieq Capital, Llc | 21.194 | -22,13 | 5.781 | -13,92 | ||||
2025-08-19 | 13F/A | Pitcairn Co | 23.421 | -18,27 | 6.388 | -9,66 | ||||
2025-07-25 | 13F | Johnson Investment Counsel Inc | 4.802 | 0,00 | 1.310 | 10,56 | ||||
2025-07-25 | 13F | Investment Advisory Group, LLC | 5.978 | -0,91 | 1.631 | 9,54 | ||||
2025-07-31 | 13F | Nilsine Partners, LLC | 1.498 | -5,96 | 409 | 3,82 | ||||
2025-08-11 | 13F | Diversified Portfolios, Inc. | 53.527 | 1,70 | 14.599 | 12,41 | ||||
2025-07-09 | 13F | Inspirion Wealth Advisors, Llc | 0 | -100,00 | 0 | |||||
2025-07-02 | 13F | Central Pacific Bank - Trust Division | 24 | 0,00 | 7 | 20,00 | ||||
2025-07-28 | 13F | Harbour Investments, Inc. | 0 | -100,00 | 0 | |||||
2025-08-05 | 13F | Bank Of Montreal /can/ | 136 | 0,00 | 37 | 12,12 | ||||
2025-08-14 | 13F | Atomi Financial Group, Inc. | 1.478 | 0,00 | 403 | 10,71 | ||||
2025-07-30 | 13F | Forum Financial Management, LP | 2.448 | 0,29 | 668 | 10,80 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | 2.847 | -66,80 | 777 | -63,31 | ||||
2025-07-30 | 13F | Whittier Trust Co | 5.659 | 0,00 | 1.543 | 10,53 | ||||
2025-08-07 | 13F | Resources Investment Advisors, LLC. | 3.081 | -0,03 | 840 | 10,53 | ||||
2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 5.648 | 7,07 | 1.541 | 18,37 | ||||
2025-08-12 | 13F | Howe & Rusling Inc | 281 | 0,00 | 77 | 10,14 | ||||
2025-08-18 | 13F | Geneos Wealth Management Inc. | 2.966 | 56,60 | 809 | 73,02 | ||||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 2.406 | 74,22 | 656 | 91,81 | ||||
2025-07-10 | 13F | Wedmont Private Capital | 5.599 | -0,94 | 1.544 | 16,37 | ||||
2025-04-24 | 13F | Wingate Wealth Advisors, Inc. | 0 | -100,00 | 0 | |||||
2025-08-13 | 13F | Russell Investments Group, Ltd. | 1.691 | 461 | ||||||
2025-08-06 | NP | LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Vanguard Domestic Equity ETF Fund Standard Class | 466.325 | 1,42 | 127.190 | 12,10 | ||||
2025-07-31 | 13F | FSA Investment Group, LLC | 9.255 | 36,10 | 2.524 | 50,42 | ||||
2025-08-15 | 13F | Captrust Financial Advisors | 15.001 | 43,50 | 4.092 | 58,63 | ||||
2025-07-22 | 13F | Bay Harbor Wealth Management, LLC | 16 | 0,00 | 4 | 33,33 | ||||
2025-08-07 | 13F | BOK Financial Private Wealth, Inc. | 1.807 | 0,00 | 493 | 10,56 | ||||
2025-08-05 | 13F | Centennial Bank/AR/ | 4.946 | 210,29 | 1.349 | 243,26 | ||||
2025-07-09 | 13F | Christopher J. Hasenberg, Inc | 12.886 | -55,06 | 3.515 | -50,53 | ||||
2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 40 | 0,00 | 11 | 11,11 | ||||
2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 1.384 | 5,09 | 378 | 16,00 | ||||
2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 15.292 | 0,94 | 4.171 | 11,56 | ||||
2025-08-14 | 13F | EP Wealth Advisors, Inc. | 1.372 | -15,52 | 374 | -6,50 | ||||
2025-04-23 | 13F | Moran Wealth Management, LLC | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 1.616 | 0,00 | 441 | 10,55 | ||||
2025-08-19 | 13F | Asset Dedication, LLC | 208 | 0,00 | 57 | 9,80 | ||||
2025-07-15 | 13F | DB Fitzpatrick & Co, Inc | 14.210 | -2,70 | 3.876 | 7,55 | ||||
2025-08-12 | 13F/A | Cozad Asset Management Inc | 2.493 | 0,00 | 680 | 10,41 | ||||
2025-08-11 | 13F | Banque Cantonale Vaudoise | 1.794 | 0,00 | 0 | |||||
2025-08-13 | 13F | Cliffwater LLC | 235.936 | -9,98 | 64.352 | -0,50 | ||||
2025-08-13 | 13F | Cresset Asset Management, LLC | 4.027 | -8,58 | 1.099 | 1,10 | ||||
2025-07-17 | 13F | Coastline Trust Co | 12.240 | -2,67 | 3.338 | 7,57 | ||||
2025-08-06 | 13F | Wedbush Securities Inc | 9.546 | -1,99 | 3 | 0,00 | ||||
2025-08-14 | 13F | Tennessee Valley Asset Management Partners | 12.549 | 3,47 | 3.423 | 14,37 | ||||
2025-07-18 | 13F | BSW Wealth Partners | 771 | 210 | ||||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 14.617 | 17,07 | 4.038 | 31,10 | ||||
2025-07-11 | 13F | Diversified Trust Co | 84.088 | 0,02 | 22.935 | 10,56 | ||||
2025-07-31 | 13F | Oppenheimer & Co Inc | 0 | -100,00 | 0 | |||||
2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Goldman Sachs Group Inc | 64.547 | 19,84 | 17.605 | 32,47 | ||||
2025-07-08 | 13F | Nbc Securities, Inc. | 11.000 | -5,71 | 3 | 50,00 | ||||
2025-08-04 | 13F | Assetmark, Inc | 719 | -49,61 | 196 | -44,32 | ||||
2025-07-17 | 13F | Janney Montgomery Scott LLC | 901 | -30,59 | 0 | |||||
2025-07-30 | 13F | Strategic Blueprint, LLC | 0 | -100,00 | 0 | |||||
2025-07-07 | 13F | Wesbanco Bank Inc | 5.005 | 0,00 | 1.365 | 10,53 | ||||
2025-08-12 | 13F | Coldstream Capital Management Inc | 1.368 | 2,86 | 373 | 13,72 | ||||
2025-08-08 | 13F | Hartland & Co., LLC | 14.849 | 0,53 | 4.050 | 11,14 | ||||
2025-07-22 | 13F | Belpointe Asset Management LLC | 1.132 | 0,00 | 309 | 10,39 | ||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 16.033 | -0,71 | 4 | 33,33 | ||||
2025-07-24 | 13F | IFP Advisors, Inc | 2.887 | -0,62 | 787 | 9,92 | ||||
2025-07-11 | 13F | Orrstown Financial Services Inc | 8.373 | -2,71 | 2.284 | 7,54 | ||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 31.081 | -28,87 | 8.477 | -21,38 | ||||
2025-08-12 | 13F | Pathstone Holdings, LLC | 24.501 | 26,74 | 6.683 | 40,08 | ||||
2025-05-06 | 13F | Venturi Wealth Management, LLC | 0 | -100,00 | 0 | |||||
2025-08-04 | 13F | JDM Financial Group LLC | 59 | 0,00 | 16 | 14,29 | ||||
2025-05-08 | 13F | Armis Advisers, LLC | 0 | -100,00 | 0 | |||||
2025-07-31 | 13F | Brighton Jones Llc | 1.190 | 0,25 | 325 | 10,96 | ||||
2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 3.309 | 33,54 | 903 | 47,63 | ||||
2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 24 | 0,00 | 7 | 0,00 | ||||
2025-07-31 | 13F | Topsail Wealth Management, LLC | 101 | 0,00 | 28 | 12,50 | ||||
2025-08-06 | 13F | Prospera Financial Services Inc | 1.500 | -57,14 | 409 | -52,61 | ||||
2025-08-14 | 13F | Royal Bank Of Canada | 12.129 | 7,00 | 3.308 | 18,23 | ||||
2025-08-14 | 13F | Mml Investors Services, Llc | 64.523 | -60,37 | 18 | -57,50 | ||||
2025-05-14 | 13F | Retirement Capital Strategies | 0 | -100,00 | 0 | |||||
2025-07-10 | 13F | NorthCrest Asset Manangement, LLC | 5.590 | 0,00 | 1.544 | 11,97 | ||||
2025-08-07 | 13F | CENTRAL TRUST Co | 32 | 0,00 | 9 | 14,29 | ||||
2025-08-08 | 13F | SBI Securities Co., Ltd. | 165 | 1,23 | 45 | 12,50 | ||||
2025-08-14 | 13F | Warren Averett Asset Management, LLC | 8.925 | 0,00 | 2.434 | 10,54 | ||||
2025-07-21 | 13F | Monticello Wealth Management, Llc | 9.411 | 0,00 | 2.567 | 10,51 | ||||
2025-04-17 | 13F | Qrg Capital Management, Inc. | 0 | -100,00 | 0 | |||||
2025-05-14 | 13F | Huntington National Bank | 116 | -4,96 | ||||||
2025-08-14 | 13F | Aqr Capital Management Llc | 63.374 | 81,39 | 17.285 | 100,50 | ||||
2025-08-05 | 13F | Bank of New York Mellon Corp | 29.293 | 7.990 | ||||||
2025-08-14 | 13F | Silvercrest Asset Management Group Llc | 4.034 | 0,30 | 1.100 | 10,89 | ||||
2025-05-15 | 13F | Glenmede Trust Co Na | 21.100 | 0,00 | 5.207 | -5,00 | ||||
2025-08-14 | 13F | Graney & King, LLC | 102 | 0,00 | 28 | 8,00 | ||||
2025-08-14 | 13F | Bank Of America Corp /de/ | 97.699 | -1,64 | 26.648 | 8,71 | ||||
2025-07-07 | 13F | Bangor Savings Bank | 0 | -100,00 | 0 | |||||
2025-07-16 | 13F | Embree Financial Group | 9.870 | -0,17 | 2.692 | 10,37 | ||||
2025-07-31 | 13F | CNB Bank | 3.189 | -11,54 | 870 | -2,25 | ||||
2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 1.636 | -4,05 | 449 | 6,90 | ||||
2025-08-13 | 13F | Marshall Wace, Llp | 988 | 269 | ||||||
2025-08-14 | 13F | Gotham Asset Management, LLC | 41.208 | 30,62 | 11.239 | 44,37 | ||||
2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 4.803 | 0,00 | 1.310 | 10,55 | ||||
2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 1.763 | 0,00 | 481 | 10,60 | ||||
2025-08-13 | 13F | American Investment Services, Inc. | 0 | -100,00 | 0 | |||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-13 | 13F | BCJ Capital Management, LLC | 930 | 0,00 | 254 | 10,48 | ||||
2025-07-22 | 13F | Compass Financial Group, INC/SD | 4.665 | 0,00 | 1.272 | 10,51 | ||||
2025-07-18 | 13F | Cooper Financial Group | 1.470 | 401 | ||||||
2025-08-14 | 13F | Principal Street Partners, LLC | 5.248 | 100,00 | 1.431 | 121,17 | ||||
2025-08-11 | 13F | HighTower Advisors, LLC | 93.624 | -1,99 | 25.536 | 8,33 | ||||
2025-08-12 | 13F | New Republic Capital, LLC | 1.063 | 290 | ||||||
2025-08-14 | 13F | Jane Street Group, Llc | 3.800 | 44,10 | 1.036 | 59,38 | ||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 40.506 | -2,51 | 11.048 | 7,76 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 75.540 | 105,11 | 20.604 | 126,73 | ||||
2025-07-30 | 13F | Brookstone Capital Management | 1.405 | 0,00 | 383 | 10,69 | ||||
2025-08-14 | 13F | Ameriprise Financial Inc | 525.460 | 1,47 | 143.561 | 12,46 | ||||
2025-08-08 | 13F | Emerald Investment Partners, Llc | 10 | 0,00 | 3 | 0,00 | ||||
2025-08-08 | 13F | Jacksonville Wealth Management, LLC | 2.990 | -1,52 | 816 | 8,81 | ||||
2025-03-12 | 13F/A | Private Capital Management Llc | 272 | 65 | ||||||
2025-07-02 | 13F | First Financial Bank - Trust Division | 3.788 | 1,23 | 1.033 | 11,92 | ||||
2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 2.453 | 79,18 | 669 | 98,52 | ||||
2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 618 | 0,00 | 168 | 10,53 | ||||
2025-08-14 | 13F | Operose Advisors LLC | 5.166 | 0,19 | 1.409 | 10,69 | ||||
2025-08-04 | 13F | Pensionmark Financial Group, Llc | 4.250 | -0,86 | 1.159 | 9,65 | ||||
2025-08-11 | 13F | Aptus Capital Advisors, LLC | 30 | 0,00 | 8 | 14,29 | ||||
2025-08-12 | 13F | MAI Capital Management | 3.505 | -0,79 | 956 | 9,64 | ||||
2025-08-29 | 13F | Evolution Wealth Management Inc. | 5.802 | 1.582 | ||||||
2025-08-08 | 13F | Cetera Investment Advisers | 18.502 | 2,83 | 5.046 | 13,65 | ||||
2025-07-28 | 13F | BRYN MAWR TRUST Co | 2.110 | 0,00 | 576 | 10,58 | ||||
2025-08-07 | 13F | Everhart Financial Group, Inc. | 3.148 | 37,11 | 859 | 51,59 | ||||
2025-08-14 | 13F | Capital Planning Advisors, LLC | 1.891 | 0,00 | 516 | 10,52 | ||||
2025-08-13 | 13F | Cerity Partners LLC | 140.611 | 4,93 | 38.352 | 15,98 | ||||
2025-08-08 | 13F | Avantax Advisory Services, Inc. | 6.049 | 2,44 | 1.650 | 13,18 | ||||
2025-08-08 | 13F | Family Firm, Inc. | 41.713 | 3,59 | 11.377 | 14,50 | ||||
2025-08-14 | 13F | NCP Inc. | 0 | -100,00 | 0 | |||||
2025-07-01 | 13F | Harbor Investment Advisory, Llc | 41 | 0,00 | 11 | 10,00 | ||||
2025-08-06 | 13F | AE Wealth Management LLC | 26 | 13,04 | 7 | 40,00 | ||||
2025-08-14 | 13F | Colony Group, LLC | 224.686 | 0,94 | 61.283 | 11,58 | ||||
2025-07-18 | 13F | PBMares Wealth Management LLC | 7.710 | -21,99 | 2.103 | -13,78 | ||||
2025-07-28 | 13F | Davidson Investment Advisors | 2.424 | 661 | ||||||
2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 1 | 0,00 | 0 | |||||
2025-05-07 | 13F | Evermay Wealth Management Llc | 0 | -100,00 | 0 | |||||
2025-08-12 | 13F | Fairscale Capital, LLC | 2.655 | 0,00 | 740 | 12,82 | ||||
2025-08-13 | 13F | Grove Street Fiduciary, LLC | 1.992 | 0,00 | 543 | 10,59 | ||||
2025-07-11 | 13F | Adirondack Trust Co | 24.674 | 20,33 | 6.730 | 33,01 | ||||
2025-08-11 | 13F | Sykon Capital Llc | 920 | 0,00 | 251 | 10,13 | ||||
2025-07-29 | 13F | International Assets Investment Management, Llc | 0 | -100,00 | 0 | |||||
2025-08-08 | 13F | Red Cedar Investment Management, Llc | 14.523 | -9,13 | 3.961 | 0,46 | ||||
2025-08-14 | 13F | Fmr Llc | 3.873 | -22,74 | 1.056 | -14,63 | ||||
2025-08-13 | 13F | Momentous Wealth Management, Inc. | 943 | 0,00 | 257 | 10,78 | ||||
2025-07-10 | 13F | Tompkins Financial Corp | 220.065 | 22,58 | 60.023 | 35,49 | ||||
2025-07-22 | 13F | Olistico Wealth, LLC | 6 | 2 | ||||||
2025-08-08 | 13F | Creative Planning | 3.967 | 4,86 | 1.082 | 15,86 | ||||
2025-08-12 | 13F | Jacobi Capital Management LLC | 1.324 | 0,00 | 361 | 10,74 | ||||
2025-08-14 | 13F | Qube Research & Technologies Ltd | 188 | -47,63 | 51 | -42,05 | ||||
2025-08-14 | 13F | Pennington Partners & Co., Llc | 46.295 | 7,41 | 12.627 | 18,72 | ||||
2025-08-12 | 13F | AlphaCore Capital LLC | 29.711 | 6,76 | 8.104 | 18,00 | ||||
2025-08-14 | 13F | Comerica Bank | 14 | -99,34 | 4 | -99,43 | ||||
2025-08-12 | 13F | Global Retirement Partners, LLC | 344 | 421,21 | 94 | 447,06 | ||||
2025-08-15 | 13F | Morgan Stanley | 224.848 | 2,70 | 61.328 | 13,52 | ||||
2025-08-12 | 13F | Coston, McIsaac & Partners | 0 | -100,00 | 0 | |||||
2025-07-11 | 13F | AA Financial Advisors, LLC | 1.026 | -0,10 | 280 | 10,28 | ||||
2025-08-08 | 13F | Smithfield Trust Co | 340 | 0,00 | 0 | |||||
2025-08-14 | 13F | Synovus Financial Corp | 897 | 245 | ||||||
2025-07-24 | 13F | Us Bancorp \de\ | 2.681 | 0,00 | 731 | 10,59 | ||||
2025-08-13 | 13F | Baker Avenue Asset Management, LP | 1.517 | -45,92 | 414 | -40,32 | ||||
2025-08-14 | 13F | CoreCap Advisors, LLC | 0 | -100,00 | 0 | |||||
2025-08-13 | 13F | Keystone Financial Group | 2.615 | 0,00 | 713 | 10,54 | ||||
2025-08-12 | 13F | LPL Financial LLC | 85.680 | -8,04 | 23.369 | 1,65 | ||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 16.341 | 3,35 | 4 | 33,33 | ||||
2025-07-10 | 13F | ARS Wealth Advisors Group, LLC | 1.834 | 0,00 | 500 | 10,62 | ||||
2025-07-28 | 13F | Private Wealth Asset Management, LLC | 4.400 | 1.200 | ||||||
2025-08-14 | 13F | Hrt Financial Lp | 8.737 | 2 | ||||||
2025-08-18 | 13F | N.E.W. Advisory Services LLC | 0 | -100,00 | 0 | |||||
2025-07-29 | 13F | Activest Wealth Management | 155 | 0,00 | 42 | 10,53 | ||||
2025-07-23 | 13F | Hardy Reed LLC | 8.048 | 0,00 | 2.195 | 10,58 | ||||
2025-07-09 | 13F | Pallas Capital Advisors LLC | 15.055 | 4.106 | ||||||
2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 5.248 | 439,92 | 1.431 | 498,74 | ||||
2025-08-14 | 13F | Hirtle Callaghan & Co LLC | 2.500 | -16,67 | 682 | -7,97 | ||||
2025-08-07 | 13F | Commerce Bank | 37.517 | -6,38 | 10.233 | 3,48 | ||||
2025-06-03 | 13F/A | First National Bank Of Omaha | 1.274 | -39,01 | 314 | -29,28 | ||||
2025-04-30 | 13F | Brown Advisory Inc | 0 | -100,00 | 0 | -100,00 | ||||
2025-07-08 | 13F | Apella Capital, LLC | 4.269 | 1.170 | ||||||
2025-08-11 | 13F | Private Advisor Group, LLC | 32.686 | -14,42 | 8.915 | -5,40 | ||||
2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 581 | 0,35 | 158 | 11,27 | ||||
2025-07-22 | 13F | Silvia Mccoll Wealth Management, Llc | 2.463 | 0,00 | 672 | 10,54 | ||||
2025-08-14 | 13F | Stifel Financial Corp | 19.198 | 31,33 | 5.236 | 45,16 | ||||
2025-08-04 | 13F | Silver Coast Investments LLC | 6.052 | 3,36 | 1.651 | 14,27 | ||||
2025-08-13 | 13F | Flow Traders U.s. Llc | 2.700 | 1 | ||||||
2025-08-14 | 13F | UBS Group AG | 60.887 | 32,10 | 16.607 | 46,01 | ||||
2025-07-09 | 13F | Sunpointe, LLC | 1.495 | 408 | ||||||
2025-07-24 | 13F | Blair William & Co/il | 386 | 26,56 | 105 | 40,00 | ||||
2025-05-02 | 13F | Wealthfront Advisers Llc | 0 | -100,00 | 0 | -100,00 | ||||
2025-04-28 | 13F | Strategic Financial Concepts, LLC | 0 | -100,00 | 0 | -100,00 | ||||
2025-08-06 | 13F | Paulson Wealth Management Inc. | 1.900 | -0,11 | 518 | 10,45 | ||||
2025-07-25 | 13F | Cwm, Llc | 26.918 | 0,96 | 7 | 16,67 | ||||
2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 866 | 0,00 | 236 | 10,80 | ||||
2025-07-29 | 13F | Wealthstream Advisors, Inc. | 32.874 | -2,84 | 8.966 | 7,39 | ||||
2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 11.653 | -0,07 | 3.178 | 10,46 | ||||
2025-07-30 | 13F | Sonata Capital Group Inc | 850 | 0,00 | 0 |