Statistik Asas
| Pemilik Institusi | 211 total, 211 long only, 0 short only, 0 long/short - change of 3.92% MRQ |
| Purata Peruntukan Portfolio | 0.3484 % - change of -0.27% MRQ |
| Saham Institusi (Panjang) | 5,098,998 (ex 13D/G) - change of 0.40MM shares 8.41% MRQ |
| Nilai Institusi (Panjang) | $ 1,273,948 USD ($1000) |
Pemilikan Institusi dan Pemegang Saham
Vanguard Scottsdale Funds - Vanguard Russell 3000 ETF (US:VTHR) telah 211 pemilik institusi dan pemegang saham yang telah memfailkan borang 13D/G atau 13F dengan Suruhanjaya Bursa Sekuriti (SEC). Institusi ini memegang sejumlah 5,098,998 saham. Pemegang saham terbesar termasuk 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) 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 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.
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-31 | 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 |
