Statistik Asas
| Pemilik Institusi | 237 total, 237 long only, 0 short only, 0 long/short - change of 5.33% MRQ |
| Purata Peruntukan Portfolio | 0.1984 % - change of 1.61% MRQ |
| Saham Institusi (Panjang) | 6,481,055 (ex 13D/G) - change of 0.44MM shares 7.20% MRQ |
| Nilai Institusi (Panjang) | $ 524,026 USD ($1000) |
Pemilikan Institusi dan Pemegang Saham
WisdomTree Trust - WisdomTree U.S. High Dividend Fund (US:DHS) telah 237 pemilik institusi dan pemegang saham yang telah memfailkan borang 13D/G atau 13F dengan Suruhanjaya Bursa Sekuriti (SEC). Institusi ini memegang sejumlah 6,481,055 saham. Pemegang saham terbesar termasuk Cwm, Llc, Wells Fargo & Company/mn, LPL Financial LLC, Bank Of America Corp /de/, Cetera Investment Advisers, Linscomb & Williams, Inc., Morgan Stanley, Colony Group, LLC, Invenio Wealth Partners Llc, and Mb, Levis & Associates, Llc .
WisdomTree Trust - WisdomTree U.S. High Dividend Fund (ARCA:DHS) struktur pemilikan institusi menunjukkan kedudukan semasa dalam syarikat mengikut institusi dan dana serta perubahan terkini dalam saiz kedudukan. Pemegang saham utama boleh termasuk pelabur individu, dana amanah, dana lindung nilai atau institusi. Jadual 13D menunjukkan bahawa pelabur memegang (atau menahan) lebih daripada 5% syarikat dan berhasrat (atau berniat) untuk secara aktif meneruskan perubahan dalam strategi perniagaan. Jadual 13G menunjukkan pelaburan pasif melebihi 5%.
The share price as of September 5, 2025 is 100.57 / share. Previously, on September 9, 2024, the share price was 91.54 / share. This represents an increase of 9.86% over that period.
Skor Sentimen Dana
Skor Sentimen Dana (Skor Pengumpulan Pemilikan fka) mencari saham yang paling banyak dibeli oleh dana. Ia adalah hasil daripada model kuantitatif pelbagai faktor yang canggih yang mengenal pasti syarikat dengan tahap pengumpulan institusi tertinggi. Model pemarkahan ini menggunakan gabungan jumlah kenaikan dalam pemilik yang didedahkan, perubahan dalam peruntukan portfolio dalam pemilik tersebut dan metrik lain. Nombornya berjulat dari 0 hingga 100, dengan nombor yang lebih tinggi menunjukkan tahap pengumpulan yang lebih tinggi kepada rakannya, dan 50 adalah nombor purata.
Kekerapan Kemas Kini: Harian
Lihat Peneroka Pemilikan yang menyediakan senarai syarikat yang mempunyai kedudukan tertinggi.
Nisbah Put/Call Institusi
Selain melaporkan isu ekuiti dan hutang standard, institusi yang mempunyai lebih daripada 100MM aset di bawah pengurusan juga mesti mendedahkan pegangan opsyen jual dan beli mereka. Memandangkan opsyen jual secara amnya menunjukkan sentimen negatif, dan opsyen beli menunjukkan sentimen positif, kita boleh mendapatkan gambaran keseluruhan sentimen institusi dengan merencanakan nisbah jual kepada beli. Carta di sebelah kanan memplotkan nisbah jual/beli sejarah untuk instrumen ini.
Menggunakan Nisbah Put/Callsebagai penunjuk sentimen pelabur mengatasi salah satu kekurangan utama menggunakan jumlah pemilikan institusi, iaitu sejumlah besar aset di bawah pengurusan dilaburkan secara pasif untuk menjejaki indeks. Dana yang diurus secara pasif biasanya tidak membeli opsyen, jadi penunjuk nisbah put/call mengekori rapat sentimen dana yang diurus secara aktif.
Pemfailan 13F dan NPORT
Butiran mengenai pemfailan 13F adalah percuma. Perincian mengenai pemfailan NP memerlukan keahlian premium. Baris hijau menunjukkan kedudukan baharu. Baris merah menunjukkan kedudukan tertutup. Klik pautan ikon untuk melihat sejarah transaksi penuh.
Naik Taraf
untuk membuka data premium dan mengeksport ke Excel 
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| Tarikh Fail | Sumber | Pelabur | Jenis | Purata Harga (Ang) |
Saham | ΔSaham (%) |
Nilai Dilaporkan ($1000) |
Δ Nilai (%) |
Peruntukan Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Wick Capital Partners, LLC | 4,473 | 66.22 | 258 | -3.01 | ||||
| 2025-07-23 | 13F | REAP Financial Group, LLC | 68 | 0.00 | 7 | 0.00 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 312 | 26.32 | 30 | 20.83 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4,901 | -0.95 | 470 | -4.08 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 424 | 2.91 | 41 | 5.26 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 844,212 | -1.18 | 81 | -3.57 | ||||
| 2025-08-12 | 13F | Skopos Labs, Inc. | 1 | 0.00 | 0 | |||||
| 2025-08-13 | 13F | Capital Advisors Wealth Management, LLC | 3,697 | 3.76 | 355 | 0.28 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 3,621 | -10.28 | 348 | -7.71 | ||||
| 2025-08-29 | NP | EPS - WisdomTree U.S. LargeCap Fund N/A | 2,570 | -74.79 | 247 | -75.67 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 707 | 68 | ||||||
| 2025-07-29 | 13F | Monument Group Wealth Advisors, LLC | 4,119 | 0.00 | 395 | -3.19 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 3,217 | -2.13 | 309 | -5.23 | ||||
| 2025-04-30 | 13F | Allworth Financial LP | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | Fort Point Capital Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 100,221 | 20.72 | 9,621 | 16.85 | ||||
| 2025-08-04 | 13F | Linscomb & Williams, Inc. | 345,217 | -1.96 | 33,134 | -5.10 | ||||
| 2025-04-16 | 13F | Ferguson Wellman Capital Management, Inc | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 11,284 | 5.70 | 1,083 | 2.36 | ||||
| 2025-08-07 | 13F | Commerce Bank | 24,800 | -2.53 | 2,380 | -5.67 | ||||
| 2025-04-15 | 13F | Transform Wealth, LLC | 2,951 | 0.00 | 293 | 6.18 | ||||
| 2025-08-11 | 13F | CBIZ Investment Advisory Services, LLC | 167 | 0.00 | 16 | 0.00 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 3,194 | 0.38 | 307 | -2.55 | ||||
| 2025-07-22 | 13F | VAUGHAN & Co SECURITIES, INC. | 3,243 | 0.00 | 311 | -3.12 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 11,153 | -1.52 | 1,070 | -4.72 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 2,442 | 1.03 | 234 | -2.09 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 5 | 400.00 | 0 | |||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 3,009 | 361.50 | 289 | 350.00 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 375,540 | 0.60 | 36,044 | -2.63 | ||||
| 2025-08-27 | 13F | Barnes Wealth Management Group, Inc | 15,829 | 7.35 | 1,519 | 3.90 | ||||
| 2025-08-01 | 13F | First Command Advisory Services, Inc. | 698 | 0.00 | 67 | -4.35 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 4,501 | 0.00 | 432 | -2.92 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 282 | 0.00 | 27 | 0.00 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 4,214 | 0.00 | 404 | -3.12 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 267 | -34.88 | 26 | -37.50 | ||||
| 2025-07-24 | 13F | Edge Financial Advisors LLC | 3,089 | 1.01 | 296 | -2.31 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 18,981 | -8.30 | 1,822 | -11.26 | ||||
| 2025-08-08 | 13F | Creative Planning | 20,144 | 0.05 | 1,933 | -3.16 | ||||
| 2025-08-14 | 13F | Avant Capital LLC | 2,450 | -3.16 | 235 | -6.00 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 26 | 0.00 | 2 | 0.00 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 3,200 | 0.00 | 307 | -3.15 | ||||
| 2025-07-17 | 13F | Tempus Wealth Planning, LLC | 3,906 | 0.00 | 375 | -3.36 | ||||
| 2025-07-08 | 13F | Melone Private Wealth, LLC | 10,581 | 0.19 | 1,013 | -3.34 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 539 | 157.89 | 52 | 155.00 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 33,224 | 83.43 | 3,189 | 77.56 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 500 | 0.00 | 48 | -4.08 | ||||
| 2025-08-14 | 13F | Parvin Asset Management, LLC | 938 | 0.00 | 90 | -3.23 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 5,014 | 58.47 | 481 | 53.67 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 2,275 | -2.15 | 218 | -5.22 | ||||
| 2025-07-17 | 13F | Independence Bank of Kentucky | 1,000 | 0.00 | 96 | -4.04 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 136 | 0.00 | 13 | 0.00 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 22,145 | 9.52 | 2,125 | 5.99 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 423 | 0.95 | 41 | -2.44 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 4,957 | 0.00 | 476 | -3.26 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 2,505 | 0.00 | 240 | -3.23 | ||||
| 2025-05-15 | 13F | Newbridge Financial Services Group, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 11,909 | -1.22 | 1,143 | -4.35 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 31,455 | -34.16 | 3 | -25.00 | ||||
| 2025-08-12 | 13F | 17 Capital Partners, Llc | 2,209 | 212 | ||||||
| 2025-08-14 | 13F | Win Advisors, Inc | 0 | -100.00 | 0 | |||||
| 2025-05-07 | 13F | Foundations Investment Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 63,591 | 62.80 | 6,103 | 57.58 | ||||
| 2025-08-13 | 13F | Avestar Capital, LLC | 4,439 | 0.00 | 426 | -3.18 | ||||
| 2025-08-14 | 13F | Cardiff Park Advisors, Llc | 2,325 | 0.48 | 223 | -2.62 | ||||
| 2025-07-18 | 13F | TruNorth Capital Management, LLC | 800 | 0.00 | 77 | -3.80 | ||||
| 2025-07-23 | 13F | Citizens National Bank Trust Department | 939 | 0.00 | 90 | -3.23 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 6,543 | 59,381.82 | 628 | 62,600.00 | ||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 23,459 | -2.17 | 2,252 | -5.30 | ||||
| 2025-08-13 | 13F | M&t Bank Corp | 3,359 | 0.00 | 322 | -3.30 | ||||
| 2025-08-06 | 13F | Maltin Wealth Management, Inc. | 4,293 | 1.01 | 412 | -2.14 | ||||
| 2025-04-16 | 13F | Goldstone Financial Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Precedent Wealth Partners, Llc | 60,052 | -3.54 | 5,764 | -6.64 | ||||
| 2025-08-14 | 13F | Keebeck Wealth Management, LLC | 12,042 | 0.00 | 1,156 | -3.27 | ||||
| 2025-07-29 | 13F | Uhlmann Price Securities, Llc | 4,674 | -60.75 | 449 | -62.03 | ||||
| 2025-08-12 | 13F | Waterloo Capital, L.P. | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Atria Investments Llc | 4,247 | -1.14 | 408 | -4.24 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 405,319 | 9.57 | 38,902 | 6.05 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 1,200 | 0.00 | 115 | -2.54 | ||||
| 2025-08-07 | 13F | BOK Financial Private Wealth, Inc. | 1,182 | 10.78 | 113 | 7.62 | ||||
| 2025-08-14 | 13F | Fmr Llc | 6,148 | 22.45 | 590 | 18.71 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 2,396 | 230 | ||||||
| 2025-08-14 | 13F | West Coast Financial LLC | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 14,828 | 25.33 | 1,423 | 21.31 | ||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 17,257 | -0.24 | 1,656 | -3.44 | ||||
| 2025-04-14 | 13F | City Center Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Invenio Wealth Partners Llc | 206,980 | 2.69 | 19,866 | -0.61 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 33,896 | 465.78 | 3,243 | 453.41 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-21 | 13F | Crews Bank & Trust | 469 | 0.00 | 45 | -2.17 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 44,307 | -23.33 | 4,253 | -25.79 | ||||
| 2025-08-04 | 13F | Virtus Family Office LLC | 8,784 | -40.60 | 843 | -42.50 | ||||
| 2025-08-12 | 13F | J. L. Bainbridge & Co., Inc. | 2,306 | 0.00 | 221 | -3.07 | ||||
| 2025-07-23 | 13F | 1 North Wealth Services Llc | 95,355 | 9,152 | ||||||
| 2025-07-15 | 13F | Revisor Wealth Management LLC | 2,495 | 0.00 | 246 | -0.40 | ||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 1,096 | 21.10 | 105 | 17.98 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 4,016 | 385 | ||||||
| 2025-04-14 | 13F | Wedmont Private Capital | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Community Bank, N.A. | 14,340 | -0.87 | 1,376 | -4.04 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 665 | -36.97 | 64 | -39.42 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 2,505 | 0.00 | 240 | -3.23 | ||||
| 2025-04-24 | 13F | Bordeaux Wealth Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Schnieders Capital Management Llc | 3,340 | 0.00 | 321 | -3.32 | ||||
| 2025-04-10 | 13F | Iams Wealth Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 28,970 | 64.88 | 2,781 | 69.51 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 423,221 | -3.30 | 40,621 | -6.40 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 302,065 | -1.14 | 28,992 | -4.31 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 1,085 | 4.93 | 104 | 1.96 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 216,121 | 66.02 | 20,743 | 60.70 | ||||
| 2025-08-29 | 13F | Total Investment Management Inc | 129 | 12 | ||||||
| 2025-07-24 | 13F | MSH Capital Advisors LLC | 4,383 | 31.70 | 421 | 27.27 | ||||
| 2025-07-17 | 13F | Hanson & Doremus Investment Management | 135 | 0 | ||||||
| 2025-04-17 | 13F | Sound Income Strategies, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Botty Investors LLC | 21,825 | -5.83 | 2,095 | -8.88 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 600 | 58 | ||||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Comerica Bank | 7,636 | -55.20 | 733 | -56.69 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 309 | 0.00 | 30 | -3.33 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 3,908 | -1.59 | 0 | |||||
| 2025-08-06 | 13F | Savant Capital, LLC | 5,885 | 0.00 | 565 | -3.26 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 3,736 | -6.37 | 359 | -9.37 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 470 | 0.00 | 45 | -2.17 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 4,701 | 9.30 | 451 | 5.87 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 2,115 | -12.17 | 203 | -15.13 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 408 | 39 | ||||||
| 2025-08-14 | 13F | BancorpSouth Bank | 14,748 | -0.17 | 1,416 | -3.35 | ||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 600 | 0.00 | 59 | 5.36 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 2,287 | 220 | ||||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 4,845 | 0.00 | 465 | -3.12 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 2,087 | 200 | ||||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 309 | -28.47 | 30 | -30.95 | ||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 79,833 | -1.42 | 7,662 | -4.58 | ||||
| 2025-07-17 | 13F | KWB Wealth | 2,583 | -0.65 | 256 | 5.79 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 1,783 | 0.11 | 171 | -2.84 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 1,312 | 126 | ||||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 514 | 0.00 | 50 | 0.00 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 11,679 | -1.60 | 1,121 | -4.76 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 4,293 | -12.26 | 412 | -15.05 | ||||
| 2025-07-31 | 13F | Pacitti Group Inc. | 2,816 | 0.57 | 270 | -2.53 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 3,623 | 0.56 | 348 | -2.80 | ||||
| 2025-08-12 | 13F | Passive Capital Management, LLC. | 5,762 | 0.00 | 561 | -1.93 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 49,409 | 0.54 | 4,742 | -2.67 | ||||
| 2025-08-14 | 13F | UBS Group AG | 81,615 | 21.41 | 7,833 | 17.52 | ||||
| 2025-07-29 | 13F | ShoreHaven Wealth Partners, LLC | 6,684 | -61.49 | 642 | -62.75 | ||||
| 2025-07-15 | 13F | Axis Wealth Partners, LLC | 13,808 | -5.25 | 1,233 | -6.73 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 10,326 | -17.57 | 1,014 | -18.44 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 7,619 | 53.11 | 731 | 48.28 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 20,495 | -28.96 | 2 | -50.00 | ||||
| 2025-08-11 | 13F | One Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 12,465 | 7.68 | 1,196 | 4.27 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 2,514 | 0.00 | 241 | -3.21 | ||||
| 2025-07-29 | 13F | AssuredPartners Investment Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | Caldwell Securities, Inc | 2,456 | 18.88 | 236 | 15.20 | ||||
| 2025-07-18 | 13F | Cooper Financial Group | 3,082 | -17.08 | 296 | -19.84 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 100 | 0.00 | 10 | 0.00 | ||||
| 2025-07-14 | 13F | Friday Financial | 2,754 | 0.00 | 264 | -2.22 | ||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 8,301 | 0.08 | 1 | |||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 24,011 | 27.41 | 2,305 | 23.34 | ||||
| 2025-07-22 | 13F | Comprehensive Financial Consultants Institutional, Inc. | 2,993 | 287 | ||||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 216 | 0.00 | 21 | -4.76 | ||||
| 2025-07-22 | 13F | Gemmer Asset Management LLC | 2,201 | -23.42 | 211 | -25.70 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 5,290 | -9.77 | 1 | |||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 3,844 | 369 | ||||||
| 2025-04-03 | 13F | Central Pacific Bank - Trust Division | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 78,918 | 7.19 | 7,575 | 3.75 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 13,545 | 0.00 | 1,300 | -3.20 | ||||
| 2025-08-12 | 13F | Clearwater Capital Advisors, LLC | 6,084 | -4.88 | 584 | -8.04 | ||||
| 2025-05-01 | 13F | LRI Investments, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-17 | 13F | Halbert Hargrove Global Advisors, Llc | 1,102 | 9.33 | 106 | 6.06 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 986 | 0.00 | 95 | -3.09 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 11,102 | 3.69 | 1,066 | 0.38 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 3 | 0.00 | 0 | |||||
| 2025-08-12 | 13F | NFP Retirement, Inc. | 47,525 | 1.17 | 4,561 | -2.08 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 52,300 | 5.74 | 5,020 | 2.34 | ||||
| 2025-08-05 | 13F | Financial Sense Advisors, Inc. | 2,222 | -1.51 | 213 | -4.48 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 12 | 0.00 | 1 | 0.00 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 15,726 | 297.42 | 1,509 | 284.95 | ||||
| 2025-07-10 | 13F | Western Pacific Wealth Management, LP | 972 | -28.37 | 93 | -30.60 | ||||
| 2025-07-15 | 13F | Oxinas Partners Wealth Management LLC | 8,465 | -1.17 | 812 | -4.36 | ||||
| 2025-07-29 | 13F | TFC Financial Management | 4,780 | 3.24 | 459 | -0.22 | ||||
| 2025-07-14 | 13F | Opal Wealth Advisors, LLC | 456 | 0.00 | 44 | -4.44 | ||||
| 2025-04-03 | 13F | First Hawaiian Bank | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 42,636 | 18.51 | 4,092 | 14.72 | ||||
| 2025-07-28 | 13F | Frazier Financial Advisors, LLC | 472 | 1.07 | 45 | -2.17 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 5,151 | 55.15 | 494 | 50.15 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 120,395 | 607.04 | 11,556 | 584.54 | ||||
| 2025-05-05 | 13F | Lindbrook Capital, Llc | 2,205 | 0.00 | 219 | 6.34 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 1,159 | 0.00 | 111 | -2.63 | ||||
| 2025-07-09 | 13F | GSG Advisors LLC | 5,118 | 0.59 | 491 | 5.82 | ||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 10,076 | 3.90 | 967 | 0.62 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 215 | 21 | ||||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 18,846 | -43.57 | 1,869 | -40.07 | ||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 287 | 0.00 | 28 | -3.57 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 2,211 | 212 | ||||||
| 2025-07-25 | 13F | Tranquility Partners, LLC | 5,872 | 0.00 | 564 | -3.26 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 5,878 | 0.24 | 564 | -2.93 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 6,258 | 26.96 | 601 | 23.97 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 4,792 | -7.74 | 460 | -10.87 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 30,143 | 0.00 | 3 | 0.00 | ||||
| 2025-08-13 | 13F | JT Stratford LLC | 23,009 | 14.07 | 2,208 | 10.40 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 834 | 0.36 | 80 | -2.44 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 4,111 | 6.25 | 395 | 2.87 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 131,632 | 57.00 | 12,383 | 48.96 | ||||
| 2025-07-22 | 13F | Old National Bancorp /in/ | 2,886 | 0.00 | 277 | -3.50 | ||||
| 2025-07-29 | 13F | Interactive Financial Advisors | 5,904 | -0.72 | 567 | -3.90 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 9,956 | 37.31 | 956 | 32.82 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 246 | 0.82 | 24 | -4.17 | ||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 125 | 0.00 | 12 | -8.33 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 120 | 0.00 | 12 | 0.00 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 3,239 | 311 | ||||||
| 2025-05-01 | 13F | Fulcrum Equity Management | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 416 | 0.00 | 40 | -4.88 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 23,972 | 4.75 | 2,301 | 1.37 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 3,261 | -20.98 | 313 | -23.47 | ||||
| 2025-08-07 | 13F | Tilson Financial Group, Inc. | 3,494 | 0.90 | 0 | |||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 2,494 | -7.36 | 239 | -10.15 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 1,210 | -10.37 | 116 | -12.78 | ||||
| 2025-05-02 | 13F | Dakota Wealth Management | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 103,549 | 25.85 | 9,939 | 21.80 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 200 | 19 | ||||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 15,872 | 61.25 | 1,523 | 56.05 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 37,343 | 6.47 | 4 | 0.00 | ||||
| 2025-07-10 | 13F | Tompkins Financial Corp | 395 | 0.00 | 38 | -5.13 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 15,823 | -1.25 | 1,519 | -4.41 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 98 | 0.00 | 9 | 0.00 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | PBMares Wealth Management LLC | 34,902 | 1.48 | 3,350 | -1.79 | ||||
| 2025-07-22 | 13F | Relyea Zuckerberg Hanson LLC | 5,262 | 0.00 | 505 | -3.07 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 7,527 | 5.97 | 722 | 2.56 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 1,027 | 1.88 | 99 | -1.01 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 502,731 | -1.22 | 48,252 | -4.38 | ||||
| 2025-07-22 | 13F | Ffg Retirement Advisors Llc | 36,690 | 1.44 | 3,522 | -1.81 | ||||
| 2025-07-17 | 13F | Saxon Interests, Inc. | 10,922 | 0.00 | 1,083 | 0.00 | ||||
| 2025-04-18 | 13F | Optivise Advisory Services LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 4,805 | 461 | ||||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 7,997 | 0.48 | 768 | -2.79 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 49 | 5 | ||||||
| 2025-08-13 | 13F | Cerity Partners LLC | 3,000 | 288 | ||||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 2,238 | 0.00 | 215 | -3.17 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 95,099 | 1.00 | 9,128 | -2.24 | ||||
| 2025-08-14 | 13F | Fiduciary Trust Co | 4,195 | 0.00 | 403 | -3.13 | ||||
| 2025-07-23 | 13F | Mullooly Asset Management, Inc. | 3,228 | 0.97 | 310 | -2.22 | ||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 446 | -10.80 | 43 | -14.29 | ||||
| 2025-07-08 | 13F | Webster Bank, N. A. | 2,510 | 0.00 | 241 | -3.23 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 10,272 | -0.15 | 986 | -3.43 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 387 | 0.52 | 37 | -2.63 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 2,400 | -55.36 | 230 | -56.85 | ||||
| 2025-08-29 | NP | DEW - WisdomTree Global High Dividend Fund N/A | 701 | -11.49 | 67 | -14.10 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 7,583 | -6.19 | 728 | -9.24 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 2,192 | -2.53 | 214 | 4.39 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 8,947 | -2.41 | 865 | -4.84 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 34 | -51.43 | 3 | -50.00 | ||||
| 2025-08-27 | 13F | Stonebridge Wealth Management, LLC | 98,470 | 9,451 | ||||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 374 | 1.08 | 36 | -2.78 | ||||
| 2025-05-09 | 13F | Pathway Financial Advisers, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Nelson Capital Management, LLC | 4,945 | 0.00 | 475 | -3.27 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Vivaldi Capital Management, LLC | 2,664 | -6.53 | 256 | -9.57 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 3,273 | -70.22 | 314 | -71.17 | ||||
| 2025-07-11 | 13F | Elk River Wealth Management, LLC | 5,782 | -0.62 | 555 | -3.82 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | -100.00 | 0 | |||||
| 2025-07-02 | 13F | Lvm Capital Management Ltd/mi | 33,667 | -15.27 | 3 | 0.00 | ||||
| 2025-07-29 | 13F | Mb, Levis & Associates, Llc | 159,831 | 0.27 | 15,341 | -2.94 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 5,624 | 0.00 | 540 | -3.23 | ||||
| 2025-04-01 | 13F/A | Talon Private Wealth, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 34,509 | -0.84 | 3,408 | 5.91 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 31,120 | 603.75 | 2,987 | 581.74 |
Other Listings
| MX:DHS |
