Statistik Asas
| Pemilik Institusi | 277 total, 277 long only, 0 short only, 0 long/short - change of 12.15% MRQ |
| Purata Peruntukan Portfolio | 0.8503 % - change of -3.73% MRQ |
| Saham Institusi (Panjang) | 157,377,044 (ex 13D/G) - change of 11.83MM shares 8.13% MRQ |
| Nilai Institusi (Panjang) | $ 4,552,754 USD ($1000) |
Pemilikan Institusi dan Pemegang Saham
Dimensional ETF Trust - Dimensional International High Profitability ETF (US:DIHP) telah 277 pemilik institusi dan pemegang saham yang telah memfailkan borang 13D/G atau 13F dengan Suruhanjaya Bursa Sekuriti (SEC). Institusi ini memegang sejumlah 157,377,044 saham. Pemegang saham terbesar termasuk Mercer Global Advisors Inc /adv, Envestnet Asset Management Inc, Savant Capital, LLC, Colony Group, LLC, Vista Wealth Management Group, LLC, Forum Financial Management, LP, Sequoia Financial Advisors, LLC, Clarius Group, LLC, Bank Of Montreal /can/, and HighTower Advisors, LLC .
Dimensional ETF Trust - Dimensional International High Profitability ETF (BATS:DIHP) 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 30.12 / share. Previously, on September 9, 2024, the share price was 26.72 / share. This represents an increase of 12.72% 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 13D/G
Kami membentangkan pemfailan 13D/G secara berasingan daripada pemfailan 13F kerana layanan yang berbeza oleh SEC. Pemfailan 13D/G boleh difailkan oleh kumpulan pelabur (dengan satu peneraju), manakala pemfailan 13F tidak boleh. Ini mengakibatkan situasi di mana pelabur yang boleh memfailkan 13D/G melaporkan satu nilai untuk jumlah saham (mewakili semua saham yang dimiliki oleh kumpulan pelabur), tetapi kemudian memfailkan 13F dengan melaporkan nilai yang berbeza untuk jumlah saham (mewakili sepenuhnya saham mereka sendiri. pemilikan). Ini bermakna pemilikan saham pemfailan 13D/G dan pemfailan 13F selalunya tidak dapat dibandingkan secara langsung, jadi kami membentangkannya secara berasingan.
Nota: Mulai 16 Mei 2021, kami tidak lagi menunjukkan pemilik yang tidak memfailkan 13D/G pada tahun lepas. Sebelum ini, kami telah menunjukkan sejarah penuh pemfailan 13D/G. Secara umum, entiti yang dikehendaki memfailkan pemfailan 13D/G mesti memfailkan sekurang-kurangnya setiap tahun sebelum menyerahkan pemfailan penutup. Walau bagaimanapun, dana kadangkala keluar dari jawatan tanpa menyerahkan pemfailan penutup (iaitu, ia ditamatkan), jadi memaparkan sejarah penuh kadangkala boleh mengakibatkan kekeliruan tentang pemilikan semasa. Untuk mengelakkan kekeliruan, kini kami hanya menunjukkan pemilik "semasa" - iaitu - pemilik yang telah memfailkan pada tahun lepas.
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| Tarikh Fail | Borang | Pelabur | Saham Terdahulu |
Saham Terkini |
ΔSaham (Peratus) |
Pemilikan (Peratus) |
ΔPemilikan (Peratus) |
|
|---|---|---|---|---|---|---|---|---|
| 2025-08-07 | Savant Capital, LLC | 23,936,337 | 18.02 |
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.
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| Tarikh Fail | Sumber | Pelabur | Jenis | Purata Harga (Ang) |
Saham | ΔSaham (%) |
Nilai Dilaporkan ($1000) |
Δ Nilai (%) |
Peruntukan Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-31 | 13F | Brighton Jones Llc | 13,453 | 8.54 | 397 | 18.92 | ||||
| 2025-08-05 | 13F | Centennial Bank/AR/ | 10,961 | -53.61 | 323 | -49.21 | ||||
| 2025-07-28 | 13F | RCS Financial Planning, LLC | 19,586 | -22.21 | 578 | -14.90 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 21,862 | -10.40 | 645 | -1.98 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 14,905 | 13.54 | 440 | 24.01 | ||||
| 2025-08-05 | 13F | Integrity Financial Corp /WA | 34 | 0.00 | 1 | |||||
| 2025-08-18 | 13F/A | Kestra Investment Management, LLC | 1,840,775 | 54,284 | ||||||
| 2025-07-22 | 13F | Awm Capital, Llc | 7,360 | 217 | ||||||
| 2025-07-17 | 13F | Applied Capital LLC | 145,384 | -0.40 | 4,287 | 9.03 | ||||
| 2025-08-12 | 13F | Intrepid Capital Management Inc | 60,631 | -8.50 | 1,788 | 0.17 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 64,431 | 9.20 | 1,900 | 19.57 | ||||
| 2025-07-29 | 13F | Aspiriant, Llc | 39,901 | 0.00 | 1,177 | 9.50 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 24,448 | -2.38 | 716 | 6.08 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 65,478 | 9.32 | 1,925 | 18.53 | ||||
| 2025-08-12 | 13F | Tableaux Llc | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 403 | 1,200.00 | 12 | |||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 9,874 | -11.27 | 283 | -5.35 | ||||
| 2025-07-31 | 13F | Topsail Wealth Management, LLC | 1,135 | 1.07 | 33 | 10.00 | ||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 1,450 | 0.00 | 43 | 7.69 | ||||
| 2025-04-15 | 13F | Paladin Advisory Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-07 | 13F | Discipline Wealth Solutions, LLC | 6,859 | 202 | ||||||
| 2025-07-10 | 13F | Websterrogers Financial Advisors, Llc | 537,932 | 0.92 | 15,864 | 10.47 | ||||
| 2025-07-17 | 13F | Northwest Wealth Management, Llc | 165,485 | 2.88 | 4,880 | 12.62 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 1,443,876 | -2.58 | 42,580 | 6.64 | ||||
| 2025-07-22 | 13F | Firethorn Wealth Partners, Llc | 23,759 | -5.41 | 701 | 3.55 | ||||
| 2025-08-12 | 13F | Landing Point Financial Group, LLC | 13,954 | 21.47 | 412 | 33.01 | ||||
| 2025-08-14 | 13F | Sentinel Wealth Management, Inc. | 36,041 | 1 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 25,252,358 | 11.71 | 744,692 | 22.28 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 12,006 | 354 | ||||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 296,694 | 12.13 | 8,750 | 22.74 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 6,055 | 0.00 | 179 | 21.09 | ||||
| 2025-07-11 | 13F | Andrews, Lucia Wealth Management Llc | 29,268 | 2.77 | 863 | 20.19 | ||||
| 2025-07-22 | 13F | Gemmer Asset Management LLC | 11,720 | 11.61 | 346 | 22.34 | ||||
| 2025-08-05 | 13F | Bridgewater Advisors Inc. | 771,597 | -6.88 | 22,554 | -2.02 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 12 | 0 | ||||||
| 2025-07-14 | 13F | Shearwater Capital LLC | 6,978 | 206 | ||||||
| 2025-07-14 | 13F | Maryland Capital Advisors Inc. | 19,558 | 18.93 | 577 | 30.02 | ||||
| 2025-08-15 | 13F | Binnacle Investments Inc | 133,407 | 2.24 | 3,934 | 11.92 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 48,891 | -20.10 | 1,442 | -12.56 | ||||
| 2025-07-29 | 13F | Two West Capital Advisors LLC | 34,992 | 0.62 | 1,041 | 14.02 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 378,587 | -12.80 | 11,165 | -4.55 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 6,894 | 203 | ||||||
| 2025-08-07 | 13F | Nwam Llc | 31,763 | -4.47 | 937 | 4.58 | ||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 58,322 | 12.25 | 1,720 | 22.87 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 10,828 | -14.45 | 319 | -6.18 | ||||
| 2025-07-09 | 13F | Market Street Wealth Management Advisors Llc | 486,699 | 1.20 | 14,353 | 10.77 | ||||
| 2025-07-10 | 13F | Voisard Asset Management Group, Inc. | 222,066 | 11.76 | 6,549 | 22.35 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 126,046 | -4.14 | 3,717 | 4.94 | ||||
| 2025-08-14 | 13F | Envision Financial Planning, LLC | 390,041 | -2.30 | 11,502 | 6.96 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 7,351 | 217 | ||||||
| 2025-07-15 | 13F | Great Oak Capital Partners, Llc | 671,718 | 5.53 | 19,749 | 23.60 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 4,384,277 | 1.51 | 129,292 | 11.11 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 94,606 | 14.04 | 2,790 | 24.84 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 22,481 | 52.94 | 663 | 67.59 | ||||
| 2025-08-14 | 13F | Navigoe, LLC | 200,046 | 67.65 | 6 | 66.67 | ||||
| 2025-07-17 | 13F | Archford Capital Strategies, LLC | 98,344 | 25.99 | 2,900 | 37.96 | ||||
| 2025-07-15 | 13F | Family Wealth Partners, Llc | 315,038 | 2.18 | 9,290 | 11.85 | ||||
| 2025-07-25 | 13F | Tranquility Partners, LLC | 10,773 | 3.42 | 318 | 13.21 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 2,226,611 | -1.67 | 65,663 | 7.64 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 431,564 | -64.94 | 12,727 | -61.62 | ||||
| 2025-07-21 | 13F | Matauro, Llc | 8,267 | 1.09 | 244 | 10.45 | ||||
| 2025-07-11 | 13F | Diversified Trust Co | 7,500 | 0.00 | 221 | 9.41 | ||||
| 2025-07-17 | 13F | Claris Advisors, Llc / Mo / | 239,294 | -1.42 | 7,057 | 7.91 | ||||
| 2025-08-12 | 13F | Bedel Financial Consulting, Inc. | 9,172 | 0.22 | 270 | 4.65 | ||||
| 2025-08-14 | 13F | Wetherby Asset Management Inc | 17,189 | -4.03 | 507 | 12.20 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 1,027,563 | 9.52 | 30 | 20.00 | ||||
| 2025-07-31 | 13F | City State Bank | 16,500 | 9,066.67 | 487 | 12,050.00 | ||||
| 2025-04-17 | 13F | Vista Wealth Management Group, LLC | 6,458,111 | 1.92 | 173,982 | 8.83 | ||||
| 2025-07-16 | 13F | TCI Wealth Advisors, Inc. | 995,438 | 16.57 | 29,355 | 27.60 | ||||
| 2025-07-15 | 13F | Maseco Llp | 4,751 | 140 | ||||||
| 2025-07-16 | 13F | Midwest Heritage Bank, FSB | 67,856 | -0.07 | 2,001 | 9.40 | ||||
| 2025-07-24 | 13F | Callan Family Office, LLC | 32,750 | 0.00 | 966 | 9.41 | ||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 5,221 | 0.00 | 154 | 9.29 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1,618 | -57.64 | 48 | -53.92 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 4,146 | 0.24 | 122 | 9.91 | ||||
| 2025-07-29 | 13F | Schubert & Co | 47,240 | -14.88 | 1,393 | -6.82 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 345,714 | 4.21 | 10,195 | 14.09 | ||||
| 2025-04-17 | 13F | Retirement Solution Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-21 | 13F | 25 Llc | 8,519 | 3.17 | 251 | 13.06 | ||||
| 2025-07-30 | 13F | Drive Wealth Management, Llc | 54,013 | 3.87 | 1,593 | 13.71 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 3,023 | 142.62 | 89 | 169.70 | ||||
| 2025-08-14 | 13F | Bragg Financial Advisors, Inc | 17,799 | 525 | ||||||
| 2025-05-12 | 13F | Providence First Trust Co | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 49,323 | 21.58 | 1,455 | 33.15 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 14,497 | 4,042.00 | 428 | 4,644.44 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 172,169 | 10.66 | 5,077 | 21.14 | ||||
| 2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | Truist Financial Corp | 25,456 | -0.31 | 751 | 9.17 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 11,893 | 0.00 | 351 | 9.38 | ||||
| 2025-07-22 | 13F | McElhenny Sheffield Capital Management, LLC | 103,000 | 103 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 186,072 | -12.25 | 5 | 0.00 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 9,332 | 3.07 | 0 | |||||
| 2025-08-14 | 13F | Mariner, LLC | 378,054 | 40.00 | 11,149 | 53.26 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 168,825 | 2.93 | 5,066 | 9.63 | ||||
| 2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 16,404 | 484 | ||||||
| 2025-07-17 | 13F | Oceanside Advisors LLC | 272,613 | -0.08 | 8,039 | 9.39 | ||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 25,605 | 755 | ||||||
| 2025-07-17 | 13F | Lauterbach Financial Advisors, LLC | 11,245 | 332 | ||||||
| 2025-07-29 | 13F | Ifrah Financial Services, Inc. | 13,555 | 1.67 | 400 | 11.14 | ||||
| 2025-07-14 | 13F | Foster Group, Inc. | 1,213,688 | -2.23 | 35,792 | 7.02 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 4,585 | 0.00 | 135 | 9.76 | ||||
| 2025-08-06 | 13F | Spurstone Advisory Services, LLC | 67 | 0.00 | 2 | 0.00 | ||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 25,786 | 1.39 | 760 | 10.95 | ||||
| 2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 18,577 | 4.98 | 548 | 14.92 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 326,621 | 3.01 | 9,632 | 12.76 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 169,298 | 41.23 | 4,993 | 54.60 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 157,604 | 1,268.21 | 4,648 | 1,399.03 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 32 | -96.88 | 1 | -100.00 | ||||
| 2025-08-14 | 13F | Comerica Bank | 1,524 | -0.65 | 45 | 7.32 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 1,245,030 | 65.71 | 36,716 | 81.40 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 930,719 | 31.48 | 27,224 | 48.14 | ||||
| 2025-08-13 | 13F | United Wealth Management, LLC | 320,686 | -0.21 | 9,457 | 9.24 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 201,288 | 1.58 | 5,936 | 11.18 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 2,250 | 0.00 | 66 | 10.00 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 5,144 | 0.00 | 152 | 9.42 | ||||
| 2025-08-13 | 13F | Millstone Evans Group, LLC | 1,159 | -64.66 | 34 | -61.36 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 12,915,929 | 102.50 | 380,891 | 121.66 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 199,066 | -0.69 | 5,870 | 8.70 | ||||
| 2025-08-11 | 13F | Foundation Wealth Management, LLC\PA | 124,502 | 16.72 | 3,672 | 27.78 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 16,001 | -27.30 | 472 | -20.44 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 4,945 | -68.70 | 146 | -65.88 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 56,264 | 84.65 | 1,659 | 102.32 | ||||
| 2025-07-08 | 13F | Dover Advisors, Llc | 9,729 | 2.64 | 287 | 12.16 | ||||
| 2025-07-30 | 13F | Mills Wealth Advisors LLC | 354,680 | 9.54 | 10,459 | 19.92 | ||||
| 2025-08-04 | 13F | Capital Performance Advisors Llp | 19,313 | -4.66 | 570 | 4.40 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 194 | 0.00 | 6 | 0.00 | ||||
| 2025-07-23 | 13F | Abel Hall, LLC | 104,878 | -3.12 | 3,093 | 6.04 | ||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 23,575 | -1.25 | 635 | 5.48 | ||||
| 2025-07-28 | 13F | Strategent Financial, LLC | 43,268 | 14.89 | 1,276 | 25.74 | ||||
| 2025-07-29 | 13F | Angeles Wealth Management, Llc | 4,565 | -46.68 | 135 | -41.74 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 18,783 | 59.87 | 506 | 70.95 | ||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 283,031 | -34.03 | 8,347 | -27.79 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 105,561 | 462.00 | 3,113 | 515.02 | ||||
| 2025-07-16 | 13F | Strategic Investment Solutions, Inc. /IL | 48,639 | 509.51 | 1,434 | 570.09 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 85,143 | -14.69 | 3 | 0.00 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 12,196 | 0.00 | 360 | 9.45 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 97,295 | 13.28 | 2,869 | 24.04 | ||||
| 2025-08-07 | 13F | Efficient Advisors, LLC | 559,512 | -0.57 | 16,500 | 8.83 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 16,998 | 0.00 | 501 | 9.63 | ||||
| 2025-08-01 | 13F | Heritage Wealth Management, Inc./Texas | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 63,053 | 3.62 | 1,859 | 13.42 | ||||
| 2025-07-22 | 13F | Sutton Place Investors Llc | 36,049 | 13.00 | 1,063 | 23.75 | ||||
| 2025-07-09 | 13F | High Probability Advisors, LLC | 1,144,646 | -6.89 | 33,756 | 1.92 | ||||
| 2025-08-07 | 13F | Sollinda Capital Management LLC | 25,036 | 20.01 | 738 | 31.55 | ||||
| 2025-07-29 | 13F | Unison Advisors LLC | 10,448 | 0.91 | 308 | 10.79 | ||||
| 2025-08-08 | 13F | Pinney & Scofield, Inc. | 82,337 | 8.23 | 2,428 | 18.50 | ||||
| 2025-07-22 | 13F | Clarius Group, LLC | 2,888,479 | 0.79 | 85,181 | 10.34 | ||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 32 | 0.00 | 1 | |||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 166 | 5 | ||||||
| 2025-08-14 | 13F | DecisionPoint Financial, LLC | 1,036 | 1.07 | 31 | 11.11 | ||||
| 2025-07-23 | 13F | Austin Asset Management Co Inc | 80,809 | 9.53 | 2,383 | 19.93 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 2,352,865 | 4.54 | 69,386 | 14.44 | ||||
| 2025-08-11 | 13F | von Borstel & Associates, Inc. | 462,206 | 0.04 | 13 | 8.33 | ||||
| 2025-07-14 | 13F | Friday Financial | 60,606 | -16.83 | 1,787 | -9.29 | ||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 410,683 | 18.60 | 12,111 | 29.83 | ||||
| 2025-07-07 | 13F | Kings Path Partners LLC | 130 | -24.86 | 4 | -25.00 | ||||
| 2025-08-08 | 13F | RAM Investment Partners, LLC | 9,300 | 274 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 318,748 | -3.73 | 9,400 | 5.38 | ||||
| 2025-07-28 | 13F | Wealthspan Partners, Llc | 35,685 | 16.56 | 1,052 | 27.67 | ||||
| 2025-08-13 | 13F | Virtue Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Tru Independence Asset Management 2, Llc | 30,580 | -5.14 | 902 | 3.80 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 5,930 | 0.00 | 175 | 9.43 | ||||
| 2025-08-05 | 13F | Hutchens & Kramer Investment Management Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | PBMares Wealth Management LLC | 296,255 | 4.40 | 8,737 | 14.29 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 24,378 | -0.83 | 719 | 8.46 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 2,224,139 | 9.30 | 65,590 | 19.64 | ||||
| 2025-07-17 | 13F | SC&H Financial Advisors, Inc. | 59,296 | 0.19 | 1,749 | 9.66 | ||||
| 2025-07-23 | 13F | First Financial Group Corp | 8,612 | 254 | ||||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 855,214 | 112.11 | 25,220 | 132.19 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 29,065 | -7.93 | 857 | 0.82 | ||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 1,216 | 0.00 | 36 | 9.38 | ||||
| 2025-07-15 | 13F | Vestment Financial LLC | 119,328 | 7.27 | 3,525 | 17.11 | ||||
| 2025-08-13 | 13F | Satovsky Asset Management Llc | 1,697,956 | 0.87 | 50,073 | 10.42 | ||||
| 2025-08-14 | 13F | Aprio Wealth Management, LLC | 2,180,301 | 2.14 | 64,297 | 11.81 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 161,725 | 56.07 | 4,769 | 70.87 | ||||
| 2025-07-23 | 13F | HMV Wealth Advisors, LLC | 96,595 | -4.74 | 2,849 | 4.28 | ||||
| 2025-07-16 | 13F | Blue Oak Capital, LLC | 138,645 | -23.52 | 4,089 | -16.28 | ||||
| 2025-07-17 | 13F | CogentBlue Wealth Advisors, LLC | 217,593 | -0.59 | 6,417 | 8.82 | ||||
| 2025-07-17 | 13F | Mattern Wealth Management LLC | 9,218 | -5.15 | 272 | 3.83 | ||||
| 2025-04-28 | 13F | Milestone Investment Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 3,291 | -1.17 | 97 | 8.99 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 9,702 | -8.04 | 287 | 0.70 | ||||
| 2025-08-11 | 13F | Cascade Wealth Advisors, Inc | 20,948 | 616 | ||||||
| 2025-07-14 | 13F | Brady Martz Wealth Solutions, LLC | 257,652 | 67.32 | 7,598 | 83.17 | ||||
| 2025-07-18 | 13F | Benchmark Wealth Management, LLC | 20,652 | 45.05 | 609 | 59.01 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 309,918 | -1.30 | 9,139 | 8.04 | ||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 12,078 | -7.14 | 356 | 1.71 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 0 | -100.00 | 0 | ||||
| 2025-04-15 | 13F | Corrigan Financial, Inc. | 585,894 | 15,784 | ||||||
| 2025-07-03 | 13F | Fiduciary Financial Group, Llc | 241,724 | 5.89 | 7,126 | 22.10 | ||||
| 2025-08-14 | 13F | UBS Group AG | 22,951 | -66.49 | 677 | -63.36 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 110,156 | 3 | ||||||
| 2025-08-04 | 13F | Hutchinson Capital Management/ca | 86,952 | 7.85 | 2,564 | 18.05 | ||||
| 2025-07-03 | 13F | CPA Asset Management LLC | 302,448 | -1.61 | 8,919 | 7.70 | ||||
| 2025-08-13 | 13F | M Holdings Securities, Inc. | 42,019 | 1 | ||||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 23,514 | 693 | ||||||
| 2025-07-28 | 13F | Delap Wealth Advisory, Llc | 11,020 | -63.69 | 325 | -60.34 | ||||
| 2025-07-09 | 13F | GEM Asset Management, LLC | 11,168 | -0.97 | 327 | 7.24 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 23,936,337 | 14.20 | 705,883 | 25.01 | ||||
| 2025-08-14 | 13F | Cardiff Park Advisors, Llc | 21,135 | 0.13 | 623 | 9.68 | ||||
| 2025-07-25 | 13F | Index Fund Advisors, Inc. | 13,957 | 8.16 | 412 | 18.44 | ||||
| 2025-07-22 | 13F | Noble Family Wealth, LLC | 8,181 | 241 | ||||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 595 | 0 | ||||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 8,600 | 254 | ||||||
| 2025-08-14 | 13F | Fmr Llc | 8,275 | -7.66 | 244 | 1.24 | ||||
| 2025-07-23 | 13F | Tcfg Wealth Management, Llc | 11,042 | 4.28 | 326 | 14.04 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 23,882 | -69.85 | 704 | -67.01 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 1,103 | 33 | ||||||
| 2025-07-24 | 13F | Wealth Advisors Northwest LLC | 160,009 | 0.12 | 4,719 | 9.59 | ||||
| 2025-05-02 | 13F | MB Generational Wealth, LLC | 204,511 | 0.88 | 5,510 | 7.72 | ||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 119,800 | -6.44 | 3,533 | 2.41 | ||||
| 2025-07-10 | 13F | Fortress Wealth Management, Inc. | 364,486 | 2.43 | 10,749 | 12.13 | ||||
| 2025-07-21 | 13F | Triad Wealth Partners, LLC | 7,675 | 226 | ||||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 59,581 | 4.60 | 1,757 | 14.54 | ||||
| 2025-05-13 | 13F | Quadrature Capital Ltd | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 10,695 | 32.99 | 315 | 45.83 | ||||
| 2025-07-22 | 13F | Team Financial Group, LLC | 330 | 10 | ||||||
| 2025-07-30 | 13F | Jackson Thornton Asset Management, Llc | 67,582 | 3.40 | 1,990 | 13.01 | ||||
| 2025-08-01 | 13F | Austin Private Wealth, LLC | 29,664 | 31.41 | 875 | 43.75 | ||||
| 2025-08-13 | 13F | Daner Wealth Management, LLC | 20,672 | -6.91 | 613 | 3.73 | ||||
| 2025-08-13 | 13F | Parkworth Wealth Management, Inc. | 1,849 | 55 | ||||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 19,046 | 6.04 | 562 | 15.43 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 4,537 | 0.00 | 134 | 9.02 | ||||
| 2025-07-11 | 13F | Quad-Cities Investment Group, LLC | 7,218 | 213 | ||||||
| 2025-08-04 | 13F | Waterfront Wealth Inc. | 141,280 | 8.79 | 4,166 | 19.10 | ||||
| 2025-07-21 | 13F | Yeomans Consulting Group, Inc. | 110,951 | 4.50 | 3,271 | 14.34 | ||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 97,370 | 3.48 | 2,871 | 13.25 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 7,265 | 214 | ||||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 54,252 | -14.68 | 1,600 | -0.31 | ||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 8,687 | 256 | ||||||
| 2025-04-25 | 13F | Ameritas Advisory Services, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | CNB Bank | 1,854 | 0.00 | 55 | 10.20 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 1,087 | 1.12 | 32 | 14.29 | ||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 95,327 | 15.66 | 2,811 | 26.62 | ||||
| 2025-08-07 | 13F | PFG Advisors | 86,550 | 7.44 | 2,552 | 17.60 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 13,708 | 404 | ||||||
| 2025-08-14 | 13F | Betterment LLC | 47,597 | 23.61 | 1 | 0.00 | ||||
| 2025-07-11 | 13F | Kaufman Rossin Wealth, LLC | 190,974 | 12.38 | 5,632 | 23.00 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 271,247 | 0.48 | 7,999 | 10.00 | ||||
| 2025-07-25 | 13F | Astoria Portfolio Advisors LLC. | 9,960 | 0.00 | 297 | 9.59 | ||||
| 2025-08-07 | 13F | Timonier Family Office, LTD. | 265,197 | 12.41 | 7,821 | 23.05 | ||||
| 2025-07-15 | 13F | Fortitude Family Office, LLC | 510 | 15 | ||||||
| 2025-07-16 | 13F | Meredith Wealth Planning | 435,299 | 2.55 | 12,837 | 12.25 | ||||
| 2025-07-17 | 13F | DiNuzzo Private Wealth, Inc. | 666,785 | -0.23 | 19,663 | 9.21 | ||||
| 2025-07-29 | 13F | Grunden Financial Advisory, Inc. | 376,040 | 0.39 | 11,089 | 9.89 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 1,926 | 18.74 | 57 | 30.23 | ||||
| 2025-07-17 | 13F | Poinciana Advisors Group, Llc | 12,745 | 376 | ||||||
| 2025-07-23 | 13F | Mraz, Amerine & Associates, Inc. | 44,386 | -0.29 | 1,309 | 8.37 | ||||
| 2025-08-12 | 13F | Quadcap Wealth Management, LLC | 315,333 | 12.53 | 9,299 | 23.18 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 4,136 | 0.00 | 122 | 9.01 | ||||
| 2025-07-30 | 13F | Forum Financial Management, LP | 5,996,961 | -0.22 | 176,850 | 9.22 | ||||
| 2025-08-06 | 13F | True Wealth Design, LLC | 451,729 | -4.67 | 13,321 | 4.36 | ||||
| 2025-07-29 | 13F | BKD Wealth Advisors, LLC | 476,162 | -8.57 | 14,042 | 0.09 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 527,283 | -1.88 | 15,550 | 7.40 | ||||
| 2025-08-12 | 13F | Martin Worley Group | 149,782 | 14.16 | 4,417 | 24.99 | ||||
| 2025-07-29 | 13F | Master's Wealth Management Inc. | 151,974 | 1.50 | 4,482 | 11.11 | ||||
| 2025-07-31 | 13F | Curio Wealth, Llc | 10,038 | 50,090.00 | 296 | -5.13 | ||||
| 2025-07-30 | 13F | EnRich Financial Partners LLC | 7,124 | -10.74 | 210 | -2.33 | ||||
| 2025-07-18 | 13F | Meritas Wealth Management, LLC | 170,625 | 5.87 | 5,032 | 15.89 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 4,227 | 1,507.22 | 125 | 1,671.43 | ||||
| 2025-07-17 | 13F | Global Trust Asset Management, LLC | 31,390 | -27.14 | 926 | -20.26 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 13,643 | 20.91 | 402 | 32.67 | ||||
| 2025-05-15 | 13F | Hrt Financial Lp | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | Financial Consulate, Inc | 832,618 | 24,554 | ||||||
| 2025-07-21 | 13F | Keb Asset Management, Llc | 25,788 | 16.29 | 760 | 27.30 | ||||
| 2025-07-18 | 13F | Bridge Generations Wealth Management Llc | 214,950 | -0.16 | 6,339 | 9.29 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-09 | 13F | Breakwater Capital Group | 46,835 | -4.87 | 1,381 | 4.15 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 182 | -25.10 | 5 | -16.67 | ||||
| 2025-08-01 | 13F | Liberty Wealth Management Llc | 258,409 | -5.06 | 7,620 | 3.93 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 25,780,617 | 5.86 | 760,270 | 15.88 | ||||
| 2025-08-05 | 13F | American Capital Advisory, LLC | 1,274 | 0.00 | 38 | 8.82 | ||||
| 2025-08-14 | 13F | Premier Financial Group | 662,876 | 19,648 | ||||||
| 2025-04-09 | 13F | Archer Investment Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-04-15 | 13F | Fifth Third Bancorp | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-24 | 13F | Edge Financial Advisors LLC | 70,209 | 33.98 | 2,070 | 46.70 | ||||
| 2025-07-24 | 13F | Riverchase Wealth Management, Llc | 27,396 | -3.42 | 808 | 5.63 | ||||
| 2025-07-10 | 13F | Stewardship Advisors, LLC | 7,727 | -0.14 | 228 | 9.13 | ||||
| 2025-07-17 | 13F | Dopkins Wealth Management, Llc | 66,953 | 39.45 | 1,974 | 52.67 | ||||
| 2025-08-05 | 13F | Everest Management Corp. | 22,730 | 670 | ||||||
| 2025-07-29 | 13F | Disciplined Investments, LLC | 112,834 | 29.23 | 3,327 | 41.45 | ||||
| 2025-07-14 | 13F | BetterWealth, LLC | 172,663 | -2.35 | 5,092 | 6.89 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 44,444 | -3.42 | 1 | 0.00 | ||||
| 2025-04-16 | 13F | Lam Group, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-07 | 13F | Versant Capital Management, Inc | 3,546 | 0.00 | 105 | 9.47 | ||||
| 2025-08-08 | 13F | Altiora Financial Group, LLC | 58,979 | 10.01 | 1,739 | 20.43 | ||||
| 2025-07-31 | 13F | Planning Center, Inc. | 1,951,156 | -0.76 | 57,540 | 8.64 | ||||
| 2025-07-23 | 13F | Elevate Wealth Advisory, Inc | 7,286 | 30.18 | 215 | 42.67 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 332,754 | -11.36 | 9,813 | -2.97 | ||||
| 2025-08-08 | 13F | Creative Planning | 22,643 | -3.68 | 668 | 5.37 | ||||
| 2025-07-09 | 13F | Reyes Financial Architecture, Inc. | 3,053 | 0.00 | 90 | 9.76 | ||||
| 2025-07-24 | 13F | Vantage Point Financial LLC | 8,154 | 240 | ||||||
| 2025-08-14 | 13F | Investmark Advisory Group LLC | 27,133 | -11.91 | 800 | -3.50 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 115,802 | -29.02 | 3,415 | -22.34 |
