Statistik Asas
| Pemilik Institusi | 161 total, 161 long only, 0 short only, 0 long/short - change of 6.62% MRQ |
| Purata Peruntukan Portfolio | 0.0698 % - change of 5.46% MRQ |
| Saham Institusi (Panjang) | 7,708,767 (ex 13D/G) - change of 0.62MM shares 8.72% MRQ |
| Nilai Institusi (Panjang) | $ 355,180 USD ($1000) |
Pemilikan Institusi dan Pemegang Saham
Woori Financial Group Inc. - Depositary Receipt (Common Stock) (US:WF) telah 161 pemilik institusi dan pemegang saham yang telah memfailkan borang 13D/G atau 13F dengan Suruhanjaya Bursa Sekuriti (SEC). Institusi ini memegang sejumlah 7,708,767 saham. Pemegang saham terbesar termasuk BlackRock, Inc., Morgan Stanley, Connor, Clark & Lunn Investment Management Ltd., Valeo Financial Advisors, LLC, Arrowstreet Capital, Limited Partnership, Creative Planning, Acadian Asset Management Llc, Vident Advisory, LLC, Ethic Inc., and JustInvest LLC .
Woori Financial Group Inc. - Depositary Receipt (Common Stock) (NYSE:WF) 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 52.91 / share. Previously, on September 6, 2024, the share price was 35.57 / share. This represents an increase of 48.75% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-14 | 13F | Abound Wealth Management | 30 | 0.00 | 1 | 0.00 | ||||
| 2025-08-05 | 13F | Bridgewater Advisors Inc. | 12,225 | 2.05 | 650 | 48.74 | ||||
| 2025-05-16 | 13F | Jones Financial Companies Lllp | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | JustInvest LLC | 100,704 | 27.95 | 5,008 | 90.64 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 1,568 | 7,366.67 | 0 | |||||
| 2025-08-14 | 13F | Vident Advisory, LLC | 117,759 | 2.08 | 5,856 | 52.06 | ||||
| 2025-07-09 | 13F | Sivia Capital Partners, LLC | 9,229 | -7.54 | 459 | 37.54 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Strategic Global Advisors, LLC | 12,792 | 0.00 | 636 | 49.30 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 30,027 | 19.96 | 1,493 | 78.80 | ||||
| 2025-08-14 | 13F | Point72 Asset Management, L.P. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Granite FO LLC | 43 | 0.00 | 2 | 100.00 | ||||
| 2025-08-27 | NP | RMEAX - Aspiriant Risk-Managed Equity Allocation Fund Advisor Shares | 1 | 0.00 | 0 | |||||
| 2025-06-26 | NP | DFAX - Dimensional World ex U.S. Core Equity 2 ETF | 2,894 | 0.00 | 107 | 13.83 | ||||
| 2025-08-13 | 13F | Quadrant Capital Group Llc | 29,392 | -43.48 | 1,462 | -15.79 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 14,709 | -0.12 | 731 | 48.88 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 129 | -68.54 | 6 | -50.00 | ||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 6,301 | 313 | ||||||
| 2025-08-13 | 13F | Victory Capital Management Inc | 36,615 | 0.00 | 1,821 | 48.94 | ||||
| 2025-08-13 | 13F | Arrowstreet Capital, Limited Partnership | 284,575 | -1.90 | 14,152 | 46.16 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | -100.00 | 0 | |||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 0 | -100.00 | 0 | |||||
| 2025-06-26 | NP | DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Social Core Equity Portfolio Shares | 291 | 0.00 | 11 | 11.11 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 1,042 | 51.90 | 51 | 131.82 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 89,110 | 3.11 | 4,431 | 53.64 | ||||
| 2025-07-22 | 13F | Valeo Financial Advisors, LLC | 363,718 | 388 | ||||||
| 2025-07-24 | 13F | Ramirez Asset Management, Inc. | 39,157 | -0.78 | 1,947 | 47.84 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 4,327 | 215 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 646 | -29.48 | 32 | 14.29 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 43,212 | 2.10 | 2,149 | 52.12 | ||||
| 2025-08-12 | 13F | XTX Topco Ltd | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Morgan Stanley | 1,511,459 | 8.24 | 75,165 | 61.26 | ||||
| 2025-05-08 | NP | QGBLX - Quantified Global Fund Investor Class | 15,723 | 1,425.02 | 525 | 1,537.50 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 7,163 | -45.48 | 356 | -18.72 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 84,072 | 48.96 | 4,181 | 121.99 | ||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 512 | 25 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 22,613 | 843.78 | 1,125 | 1,322.78 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 11,549 | 30.44 | 574 | 94.58 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 3,429 | 187.19 | 171 | 327.50 | ||||
| 2025-06-23 | NP | UUPIX - Ultraemerging Markets Profund Investor Class | 884 | 6.38 | 33 | 18.52 | ||||
| 2025-07-21 | 13F | Qrg Capital Management, Inc. | 11,865 | 18.08 | 590 | 76.12 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 984 | 551.66 | 48 | 860.00 | ||||
| 2025-06-26 | NP | DEXC - Dimensional Emerging Markets ex China Core Equity ETF | 6,385 | 10.56 | 237 | 25.53 | ||||
| 2025-05-01 | 13F | Schechter Investment Advisors, LLC | 8,780 | -26.34 | 293 | -21.24 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 9,185 | 41.16 | 457 | 110.14 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 7,250 | 12.44 | 361 | 67.44 | ||||
| 2025-08-07 | 13F | Connor, Clark & Lunn Investment Management Ltd. | 494,930 | -8.46 | 24,613 | 36.38 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 296 | 15 | ||||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 21,729 | -5.18 | 1,081 | 41.36 | ||||
| 2025-07-11 | 13F/A | Umb Bank N A/mo | 527 | 0.00 | 26 | 52.94 | ||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 36,171 | 19.98 | 1,799 | 78.73 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 6,507 | 5.89 | 324 | 57.56 | ||||
| 2025-08-14 | 13F | Fmr Llc | 36,011 | -0.14 | 1,791 | 48.79 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 17,172 | 1,593.49 | 854 | 2,484.85 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 14 | 0.00 | 1 | |||||
| 2025-08-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 5,109 | -41.74 | 254 | -13.01 | ||||
| 2025-08-11 | 13F | Frank, Rimerman Advisors LLC | 4,453 | 221 | ||||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 53,059 | 2.29 | 2,639 | 52.40 | ||||
| 2025-08-14 | 13F | Cubist Systematic Strategies, LLC | 0 | -100.00 | 0 | |||||
| 2025-06-26 | NP | DEHP - Dimensional Emerging Markets High Profitability ETF | 4,438 | -6.73 | 165 | 5.81 | ||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 226 | -47.44 | 11 | -21.43 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 140 | 7 | ||||||
| 2025-06-26 | NP | DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Sustainability Core 1 Portfolio Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 773 | 0.00 | 29 | 12.00 | ||||
| 2025-08-12 | 13F | Wayfinding Financial, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Allworth Financial LP | 1,171 | 25.51 | 58 | 70.59 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 28,737 | 4.79 | 1,429 | 56.17 | ||||
| 2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Simon Quick Advisors, Llc | 6,359 | 316 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 27,799 | 9.06 | 1,381 | 62.47 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 38,041 | 88.67 | 1,892 | 180.98 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 20 | 1 | ||||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 10,778 | 4.37 | 536 | 55.52 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 2,987 | -6.07 | 0 | |||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 34,876 | 71.40 | 1,734 | 155.38 | ||||
| 2025-05-05 | 13F | Lindbrook Capital, Llc | 5,566 | 3.50 | 186 | 10.12 | ||||
| 2025-07-15 | 13F | Public Employees Retirement System Of Ohio | 31,325 | -11.89 | 1,558 | 31.28 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 55 | -57.03 | 3 | -50.00 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 949 | 1,255.71 | 47 | 2,250.00 | ||||
| 2025-08-14 | 13F | Ariadne Wealth Management, LP | 6,896 | 0.09 | 383 | 47.49 | ||||
| 2025-08-14 | 13F | Millennium Management Llc | 63,281 | -1.38 | 3,147 | 46.94 | ||||
| 2025-08-29 | NP | MPLAX - Praxis International Index Fund Class A | 34,279 | 0.00 | 1,705 | 48.95 | ||||
| 2025-08-14 | 13F | Verition Fund Management LLC | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | Foster Group, Inc. | 6,199 | -6.23 | 308 | 40.00 | ||||
| 2025-08-14 | 13F | Sei Investments Co | 65,522 | 1.19 | 3,258 | 50.76 | ||||
| 2025-08-05 | 13F | Advisors Preferred, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 7,058 | 0.92 | 351 | 50.21 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 444 | 14.43 | 22 | 83.33 | ||||
| 2025-07-08 | 13F | Arlington Trust Co LLC | 219 | 0.00 | 11 | 42.86 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 41,310 | 9.10 | 2,054 | 62.63 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 21,850 | 27.49 | 1,087 | 89.86 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 10,373 | 577.53 | 516 | 909.80 | ||||
| 2025-08-08 | 13F | Geode Capital Management, Llc | 4,829 | 240 | ||||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 1,880 | 273.76 | 93 | 481.25 | ||||
| 2025-07-29 | NP | RBB FUND, INC. - Aquarius International Fund | 4,696 | 0.00 | 196 | 22.64 | ||||
| 2025-08-07 | 13F | Profund Advisors Llc | 5,160 | 257 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Creative Planning | 261,811 | 25.83 | 13,020 | 87.46 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 483 | 24 | ||||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 0 | -100.00 | 0 | |||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | -100.00 | 0 | |||||
| 2025-06-26 | NP | DFEM - Dimensional Emerging Markets Core Equity 2 ETF | 11,270 | 0.00 | 418 | 13.32 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 41,848 | -19.79 | 2,081 | 19.53 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 8,143 | 8.57 | 405 | 61.60 | ||||
| 2025-07-28 | NP | NSI - National Security Emerging Markets Index ETF | 3,273 | 38.51 | 136 | 70.00 | ||||
| 2025-07-09 | 13F | Aaron Wealth Advisors LLC | 6,148 | 306 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 5,937 | -4.23 | 295 | 43.20 | ||||
| 2025-08-14 | 13F | Wetherby Asset Management Inc | 62,221 | 10.96 | 3,094 | 76.60 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 150 | 0.00 | 7 | 40.00 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 0 | -100.00 | 0 | |||||
| 2025-07-30 | NP | APIE - ActivePassive International Equity ETF | 30,416 | 6.57 | 1,268 | 30.59 | ||||
| 2025-06-26 | NP | DFSE - Dimensional Emerging Markets Sustainability Core 1 ETF | 4,147 | 14.75 | 154 | 29.66 | ||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 10,480 | -31.17 | 364 | -23.37 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 8,583 | 4.94 | 427 | 56.04 | ||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 3,894 | 59.52 | 194 | 138.27 | ||||
| 2025-08-13 | 13F | Guggenheim Capital Llc | 20,438 | 0.25 | 1,016 | 49.41 | ||||
| 2025-05-06 | 13F | Venturi Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | NewSquare Capital LLC | 380 | 155.03 | 19 | 350.00 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 7,594 | -9.08 | 378 | 35.61 | ||||
| 2025-08-14 | 13F | Two Sigma Advisers, Lp | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Optas, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Bare Financial Services, Inc | 145 | 168.52 | 7 | 600.00 | ||||
| 2025-08-14 | 13F | Principal Street Partners, LLC | 6,900 | 343 | ||||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 681 | 34 | ||||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 1,150 | 3,282.35 | 57 | 5,600.00 | ||||
| 2025-07-15 | 13F | Ballentine Partners, LLC | 40,994 | 23.48 | 2,039 | 83.94 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 11,178 | 8.46 | 556 | 61.34 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 2,057,241 | 7.33 | 102,307 | 59.91 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 98,209 | -27.97 | 4,884 | 7.30 | ||||
| 2025-08-27 | NP | RYWTX - Emerging Markets 2x Strategy Fund Class A | 1,172 | 154.23 | 58 | 286.67 | ||||
| 2025-07-28 | 13F | Ativo Capital Management LLC | 32,076 | -3.07 | 1,595 | 44.47 | ||||
| 2025-08-20 | NP | REMG - Emerging Markets Equity Active ETF | 2,485 | 124 | ||||||
| 2025-08-11 | 13F | B. Metzler seel. Sohn & Co. AG | 39,257 | 1.55 | 1,952 | 51.32 | ||||
| 2025-08-12 | 13F | Dimensional Fund Advisors Lp | 90,571 | 15.96 | 4,503 | 72.79 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 9 | 0 | ||||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 19,055 | 13.70 | 948 | 69.41 | ||||
| 2025-08-13 | 13F | West Family Investments, Inc. | 17,614 | 42.85 | 876 | 112.90 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 99 | 37.50 | 5 | 100.00 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 8,744 | 133.30 | 435 | 247.20 | ||||
| 2025-07-30 | 13F | Ethic Inc. | 105,012 | 9.15 | 5,150 | 57.99 | ||||
| 2025-05-02 | 13F | Cable Hill Partners, LLC | 8,813 | -8.59 | 327 | 8.31 | ||||
| 2025-07-16 | 13F | Highline Wealth Partners Llc | 91 | 62.50 | 5 | 300.00 | ||||
| 2025-08-15 | 13F | WealthCollab, LLC | 1,284 | 2.64 | 64 | 53.66 | ||||
| 2025-07-25 | 13F | Meritage Portfolio Management | 95,621 | -2.80 | 4,755 | 44.84 | ||||
| 2025-05-09 | 13F | R Squared Ltd | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | Abacus Wealth Partners, LLC | 7,469 | 0.21 | 371 | 49.60 | ||||
| 2025-08-14 | 13F | Lazard Asset Management Llc | 12,633 | 1 | ||||||
| 2025-08-26 | NP | Profunds - Profund Vp Emerging Markets | 3,760 | 14.01 | 187 | 69.09 | ||||
| 2025-07-30 | 13F | Drive Wealth Management, Llc | 4,811 | 239 | ||||||
| 2025-07-17 | 13F | Clean Yield Group | 100 | 0.00 | 5 | 33.33 | ||||
| 2025-08-12 | 13F | Trexquant Investment LP | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Yousif Capital Management, Llc | 24,346 | 7.89 | 1,211 | 60.69 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 66,279 | -2.82 | 3,296 | 44.82 | ||||
| 2025-08-13 | 13F | Marshall Wace, Llp | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Rhumbline Advisers | 17,888 | -31.43 | 890 | 2.18 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 4,947 | 246 | ||||||
| 2025-06-26 | NP | DFAE - Dimensional Emerging Core Equity Market ETF | 31,007 | 45.81 | 1,149 | 65.32 | ||||
| 2025-07-18 | 13F | BSW Wealth Partners | 8,844 | 6.35 | 440 | 58.48 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 31 | 0.00 | 2 | 0.00 | ||||
| 2025-08-13 | 13F | Invesco Ltd. | 32,792 | -14.16 | 1,631 | 27.84 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 15,057 | 749 | ||||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 139 | 131.67 | 7 | 200.00 | ||||
| 2025-08-14 | 13F | Aprio Wealth Management, LLC | 11,420 | -1.57 | 568 | 46.51 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 97 | 0.00 | 5 | 33.33 | ||||
| 2025-08-11 | 13F | Bell Investment Advisors, Inc | 357 | -22.39 | 18 | 13.33 | ||||
| 2025-08-07 | 13F | Acadian Asset Management Llc | 128,924 | 0.85 | 6 | 50.00 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 80,430 | 40.10 | 4,000 | 108.72 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 143 | 8 | ||||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 25,050 | -6.08 | 1 | |||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 12,458 | -56.02 | 620 | -34.50 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 172 | 9 | ||||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 65 | 3 | ||||||
| 2025-06-26 | NP | DFEV - Dimensional Emerging Markets Value ETF | 4,382 | -8.58 | 162 | 3.85 | ||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 411 | 20.53 | 20 | 81.82 | ||||
| 2025-07-24 | 13F | PDS Planning, Inc | 13,440 | 1.36 | 668 | 51.13 | ||||
| 2025-08-08 | 13F | Crossmark Global Holdings, Inc. | 5,425 | 270 | ||||||
| 2025-07-23 | 13F | Canopy Partners, LLC | 6,071 | 0.58 | 302 | 49.75 | ||||
| 2025-07-29 | 13F | Wealthstream Advisors, Inc. | 5,224 | 260 | ||||||
| 2025-08-07 | 13F | Sierra Ocean, Llc | 298 | -2.30 | 15 | 40.00 | ||||
| 2025-07-08 | 13F | Rise Advisors, LLC | 28 | 833.33 | 1 | |||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 322 | 16 | ||||||
| 2025-07-17 | 13F | Greenleaf Trust | 7,102 | 0.98 | 353 | 50.85 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 5,729 | 285 | ||||||
| 2025-04-21 | 13F | CWA Asset Management Group, LLC | 0 | -100.00 | 0 |
Other Listings
| DE:2WGA | €44.20 |
