SPEM SPDR Index Shares Funds - SPDR Portfolio Emerging Markets ETF Action - prix de l'action, participation institutionnelle, actionnaires (ARCA)

SPDR Index Shares Funds - SPDR Portfolio Emerging Markets ETF
US ˙ ARCA ˙ US78463X5095

Statistiques de base
Propriétaires institutionnels 887 total, 887 long only, 0 short only, 0 long/short - change of 4,48% MRQ
Allocation moyenne du portefeuille 0.7181 % - change of 11,91% MRQ
Actions institutionnelles (Long) 223 432 617 (ex 13D/G) - change of 18,89MM shares 9,24% MRQ
Valeur institutionnelle (Long) $ 9 153 476 USD ($1000)
Participation institutionnels et actionnaires

SPDR Index Shares Funds - SPDR Portfolio Emerging Markets ETF (US:SPEM) détient 887 des propriétaires institutionnels et des actionnaires qui ont déposé des formulaires 13D/G ou 13F auprès de la Securities Exchange Commission (SEC). Ces institutions détiennent un total de 223,432,617 actions. Les principaux actionnaires incluent Creative Planning, Financial Engines Advisors L.L.C., LPL Financial LLC, Charles Schwab Investment Management Inc, Allworth Financial LP, Envestnet Asset Management Inc, Morgan Stanley, Ameriprise Financial Inc, Tiaa Trust, National Association, and Horizon Investments, LLC .

SPDR Index Shares Funds - SPDR Portfolio Emerging Markets ETF (ARCA:SPEM) la structure de l'actionnariat institutionnel indique les positions actuelles des institutions et des fonds dans l'entreprise, ainsi que les derniers changements dans le volume des positions. Les principaux actionnaires peuvent être des investisseurs individuels, des fonds communs de placement, des fonds spéculatifs ou des institutions. L'annexe 13D indique que l'investisseur détient (ou a détenu) plus de 5 % de l'entreprise et qu'il a l'intention (ou a eu l'intention) de poursuivre activement un changement de stratégie commerciale. L'annexe 13G indique un investissement passif de plus de 5 %.

The share price as of September 5, 2025 is 44,82 / share. Previously, on September 9, 2024, the share price was 37,72 / share. This represents an increase of 18,82% over that period.

SPEM / SPDR Index Shares Funds - SPDR Portfolio Emerging Markets ETF Institutional Ownership
Indice de confiance des fonds

L'indice de confiance des fonds (anciennement score d'accumulation de participation) trouve les actions qui sont les plus achetées par les fonds. Il est le résultat d'un modèle quantitatif sophistiqué à plusieurs facteurs qui identifie les entreprises avec les niveaux les plus élevés d'accumulation institutionnelle. Le modèle de notation utilise une combinaison de l'augmentation totale des propriétaires déclarés, des variations des allocations de portefeuille chez ces propriétaires et d'autres indicateurs. Le chiffre varie de 0 à 100, les chiffres plus élevés indiquant un niveau d'accumulation plus élevé par rapport aux autres entreprises, 50 étant la moyenne.

Fréquence de mise à jour : Quotidienne

Consulter notre outil d'analyse de participation, qui fournit une liste des entreprises les mieux classées.

Ratio put/call institutionnel

En plus de signaler les actions et les dettes standard, les institutions ayant plus de 100 millions d'actifs sous gestion doivent également divulguer leurs positions en options de vente et d'achat. Étant donné que les options de vente indiquent généralement une confiance négative, et les options d'achat indiquent une confiance positive, nous pouvons avoir une idée de la confiance institutionnelle globale en traçant le ratio des ventes à découvert par rapport aux achats d'options. Le graphique à droite trace l'historique du ratio des ventes à découvert/achats d'options pour cet instrument.

L'utilisation du ratio put/call comme indicateur de la confiance des investisseurs permet de pallier à l'une des principales lacunes de l'utilisation de la participation institutionnelle totale, à savoir qu'une part importante des actifs sous gestion est investie passivement pour suivre les indices. Les fonds gérés passivement n'achètent généralement pas d'options, de sorte que l'indicateur du ratio put/call suit de plus près la confiance des fonds gérés activement.

SPEM / SPDR Index Shares Funds - SPDR Portfolio Emerging Markets ETF Historical Put/Call Ratio
Déclarations 13F et NPORT

Les détails des déclarations 13F sont gratuits. Les détails des déclarations NP nécessitent une adhésion premium. Les lignes vertes indiquent de nouvelles positions. Les lignes rouges indiquent des positions clôturées. Cliquez sur l'icône du lien pour voir l'historique complet des transactions.

Mettre à niveau pour débloquer des données premium et les exporter vers Excel .

Important Note

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In this first test, we will deliver only the most recent 750 transactions (out of 978 for this stock). If you are interested in loading *all* the transactions for this company, click the "load all" button below. This is just a test and if you don't like it, please let us know by submitting some gentle feedback via the link at the bottom of this page.

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Date de dépôt Source Investisseur Type Prix moyen
(Est)
Actions Δ Actions
(%)
Valeur déclarée
(1000 $)
Δ Valeur
(%)
Allocation de portefeuille
(%)
2025-07-28 13F BRYN MAWR TRUST Co 43 -84,81 2 -90,91
2025-08-08 13F Avantax Advisory Services, Inc. 33 715 28,34 1 441 39,26
2025-07-23 13F Proffitt & Goodson Inc 109 639 9,24 4 686 18,58
2025-07-30 13F Wallace Advisory Group, LLC 25 609 46,94 1 008 50,90
2025-08-14 13F Vista Investment Management 88 020 -2,48 3 762 5,85
2025-08-14 13F Valley Financial Group, Inc. 17 388 -1,93 743 6,45
2025-08-29 13F Total Investment Management Inc 27 1
2025-07-22 13F Autumn Glory Partners, LLC 14 255 609
2025-07-14 13F Farmers & Merchants Investments Inc 2 768 0,00 118 9,26
2025-07-22 13F Aquire Wealth Advisors, LLC 230 593 140,34 9 856 160,92
2025-05-14 13F Oarsman Capital, Inc. 0 -100,00 0 -100,00
2025-08-11 13F CFS Investment Advisory Services, LLC 38 860 8,71 2 0,00
2025-08-04 13F Integrity Alliance, Llc. 134 049 -41,73 5 729 -36,75
2025-07-09 13F Fiduciary Alliance LLC 149 300 -2,47 6 381 5,87
2025-07-23 13F Detalus Advisors, LLC 23 362 -14,38 998 -7,08
2025-08-14 13F AllSquare Wealth Management LLC 3 0,00 0
2025-08-06 13F Grey Fox Wealth Advisors, LLC 186 248 3,24 7 960 12,08
2025-08-14 13F Ariadne Wealth Management, LP 4 653 208
2025-07-18 13F SigFig Wealth Management, LLC 323 023 -5,02 13 774 7,74
2025-07-09 13F Capital Wealth Management, Llc 435 228 2,64 18 602 11,42
2025-07-29 13F Orin Green Financial, LLC 24 447 -1,78 1 045 11,18
2025-05-12 13F Simplex Trading, Llc 0 -100,00 0
2025-07-28 13F RFG Advisory, LLC 144 182 -6,67 6 162 1,32
2025-05-08 13F XTX Topco Ltd 0 -100,00 0
2025-08-12 13F Steward Partners Investment Advisory, Llc 30 178 8,68 1 290 17,93
2025-07-22 13F Net Worth Advisory Group 15 483 0,87 662 9,44
2025-07-18 13F Vicus Capital 22 866 97,68 977 114,73
2025-08-01 13F Rossby Financial, LCC 1 914 268,79 82 305,00
2025-07-31 13F Carnegie Capital Asset Management, LLC 13 640 -0,02 583 21,50
2025-08-08 13F Tortoise Investment Management, LLC 313 052 0,30 13 380 8,89
2025-07-15 13F Patriot Investment Management Inc. 12 485 0,00 534 8,55
2025-07-21 13F Montz Harcus Wealth Management LLC 22 115 7,13 945 16,38
2025-07-22 13F Valley National Advisers Inc 2 136 -0,23 0
2025-08-12 13F Harbor Advisory Corp /ma/ 89 055 -0,88 3 806 7,61
2025-08-13 13F First Trust Advisors Lp 9 682 2,79 414 11,62
2025-08-27 13F Barnes Wealth Management Group, Inc 5 441 -0,77 233 7,91
2025-08-28 NP ELM - Elm Market Navigator ETF 558 860 23 886
2025-07-21 13F Future Financial Wealth Managment LLC 483 -0,21 21 5,26
2025-08-14 13F Fort Point Capital Partners LLC 227 403 11,97 9 719 21,56
2025-08-13 13F Rsm Us Wealth Management Llc 68 155 -1,40 2 913 7,02
2025-07-09 13F Breakwater Investment Management 4 883 0,00 209 8,33
2025-08-07 13F WESCAP Management Group, Inc. 39 386 -21,78 1 683 -15,09
2025-08-12 13F Bahl & Gaynor Inc 10 160 17,46 434 27,65
2025-06-27 NP INTL - Main International ETF 194 625 7 666
2025-07-25 13F Concord Wealth Partners 156 -56,30 7 -57,14
2025-07-29 13F Liquid Strategies, LLC 0 -100,00 0
2025-08-12 13F Jpmorgan Chase & Co 993 049 32,50 42 443 43,84
2025-04-14 13F Flagship Private Wealth, LLC 0 -100,00 0
2025-08-01 13F First Command Advisory Services, Inc. 0 -100,00 0
2025-08-01 13F Redmond Asset Management, LLC 8 296 -2,73 355 5,67
2025-08-14 13F/A Rockefeller Capital Management L.P. 394 638 4,65 16 961 14,25
2025-08-12 13F Journey Strategic Wealth Llc 5 016 214
2025-08-08 13F Collaborative Wealth Managment Inc. 25 610 15,18 1 095 25,03
2025-08-14 13F Planwiser Financial, Llc 54 968 -26,20 2 394 -19,94
2025-08-14 13F Qube Research & Technologies Ltd 6 009 -66,99 257 -64,25
2025-08-14 13F Hrt Financial Lp 47 997 722,85 2
2025-08-14 13F German American Bancorp, Inc. 6 711 0,00 287 8,33
2025-08-01 13F Bessemer Group Inc 132 0,00 0
2025-07-29 13F Stephens Inc /ar/ 7 063 0,00 302 8,27
2025-07-29 13F Portland Financial Advisors Inc 19 405 5,78 829 14,82
2025-08-05 13F Landmark Wealth Management, Inc. 313 120 -12,76 13 383 -5,30
2025-07-07 13F Thurston, Springer, Miller, Herd & Titak, Inc. 150 6
2025-08-08 13F Comprehensive Financial Planning, Inc./PA 106 0,00 5 0,00
2025-08-14 13F Frisch Financial Group, Inc. 26 940 1,07 1 0,00
2025-07-09 13F VisionPoint Advisory Group, LLC 56 642 509,78 2 421 563,01
2025-08-15 13F Tower Research Capital LLC (TRC) 356 15
2025-07-15 13F Family Investment Center, Inc. 18 821 -2,57 804 5,79
2025-08-04 13F Pensionmark Financial Group, Llc 36 333 45,90 1 553 58,37
2025-07-08 13F RMR Wealth Builders 4 691 200
2025-07-14 13F Park Avenue Securities Llc 614 170 -12,51 26 -3,70
2025-07-30 13F SkyOak Wealth, LLC 9 641 6,10 412 15,41
2025-08-06 13F Valtinson Bruner Financial Planning LLC 180 873 -12,62 7 731 -5,14
2025-07-15 13F McAdam, LLC 49 644 -1,50 2 122 6,91
2025-08-11 13F Private Advisor Group, LLC 1 054 166 -11,10 45 055 -3,49
2025-08-14 13F Money Concepts Capital Corp 20 395 11,78 872 21,31
2025-08-14 13F Aqr Capital Management Llc 70 398 124,28 3 009 143,56
2025-07-23 13F Venturi Wealth Management, LLC 607 931 21,79 25 983 32,21
2025-07-29 13F Hoese & Co LLP 1 243 0,00 53 10,42
2025-07-10 13F Focus Financial Network, Inc. 7 195 3,79 307 12,87
2025-08-14 13F Tennessee Valley Asset Management Partners 11 858 4,25 507 13,20
2025-06-11 13F Fortitude Financial, LLC 38 247 0,76 1 506 3,37
2025-08-15 13F Equitable Holdings, Inc. 985 350 15,36 42 114 25,24
2025-05-15 13F Eight 31 Financial Llc 0 -100,00 0
2025-08-13 13F Renaissance Technologies Llc 23 300 54,30 996 67,51
2025-07-14 13F AdvisorNet Financial, Inc 44 176 29,57 1 888 40,69
2025-07-14 13F Pacifica Partners Inc. 14 457 -0,12 616 9,61
2025-07-30 13F Evermay Wealth Management Llc 448 0,00 19 11,76
2025-08-11 13F Hexagon Capital Partners LLC 0 -100,00 0
2025-07-11 13F Farther Finance Advisors, LLC 40 261 -14,18 1 721 -7,23
2025-07-14 13F Matrix Trust Co 44 436 521,57 2
2025-08-12 13F Blueprint Investment Partners LLC 0 -100,00 0
2025-08-11 13F Battery Global Advisors, LLC 22 356 0,00 956 8,52
2025-07-08 13F Advance Capital Management, Inc. 20 217 0,01 864 8,68
2025-08-15 13F Truefg, Llc 272 114 1,14 11 630 9,80
2025-08-06 13F Regimen Wealth, Llc 8 783 375
2025-07-30 13F/A Old Point Trust & Financial Services N A 4 942 54,82 211 68,80
2025-07-14 13F UMA Financial Services, Inc. 673 1,20 29 7,69
2025-08-13 13F Twin Peaks Wealth Advisors, LLC 158 7
2025-07-08 13F Parallel Advisors, LLC 74 782 22,79 3 196 33,33
2025-08-12 13F Proequities, Inc. 0 0
2025-08-13 13F Certior Financial Group, Llc 84 275 304,12 3 602 338,61
2025-08-11 13F Portside Wealth Group, LLC 210 942 66,94 9 016 81,24
2025-07-01 13F Kera Capital Partners, Inc. 65 370 264,38 2 794 295,61
2025-08-14 13F Federation des caisses Desjardins du Quebec 500 0,00 21 10,53
2025-08-12 13F PSI Advisors, LLC 0 -100,00 0
2025-08-06 13F Csenge Advisory Group 59 505 -0,80 2 433 7,47
2025-07-31 13F Red Wave Investments LLC 118 062 -1,66 5 046 6,75
2025-08-14 13F Abound Financial, Llc 191 535 19,02 8 186 29,22
2025-07-14 13F Cobblestone Asset Management LLC 164 055 78,27 7 012 93,51
2025-08-01 13F Y-Intercept (Hong Kong) Ltd 22 770 973
2025-07-28 13F Frazier Financial Advisors, LLC 272 1,49 12 10,00
2025-08-12 13F AlphaCore Capital LLC 200 9
2025-08-14 13F GWM Advisors LLC 619 879 -15,15 26 494 -7,89
2025-07-18 13F Pure Financial Advisors, Inc. 133 396 -0,56 5 701 7,95
2025-08-07 13F CSM Advisors, LLC 30 771 -80,76 1 -83,33
2025-07-07 13F Wealth Alliance Advisory Group, LLC 145 432 2,02 6 216 10,74
2025-07-02 13F Boston Standard Wealth Management, LLC 73 387 2,63 3 137 16,44
2025-08-14 13F Guardian Wealth Advisors, Llc / Nc 6 853 7,84 293 16,80
2025-07-09 13F Pallas Capital Advisors LLC 0 -100,00 0
2025-08-01 13F Paradigm, Strategies in Wealth Management, LLC 8 143 0,00 348 8,75
2025-07-16 13F Colton Groome Financial Advisors, Llc 70 574 2,19 3 016 10,88
2025-07-30 13F Insight Advisors, LLC/ PA 9 400 0,27 402 8,67
2025-07-15 13F Spectrum Planning & Advisory Services Inc. 13 487 -17,07 576 -10,00
2025-08-04 13F Hantz Financial Services, Inc. 29 0,00 0
2025-08-13 13F VestGen Advisors, LLC 280 427 130,48 12 111 152,84
2025-07-08 13F Richard P Slaughter Associates Inc 0 -100,00 0
2025-08-11 13F Perennial Investment Advisors, LLC 18 317 -5,92 783 2,09
2025-07-23 13F Gainplan LLC 52 396 -37,26 2 239 -31,90
2025-07-28 13F Axxcess Wealth Management, Llc 661 833 5,61 28 287 14,65
2025-08-06 13F Sound Financial Strategies Group, LLC 14 084 0,49 602 9,07
2025-08-14 13F Diversify Advisory Services, LLC 46 317 31,52 2 049 47,87
2025-08-14 13F Novus Advisors, Llc 46 301 -31,24 1 979 -25,39
2025-07-25 13F We Are One Seven, LLC 14 635 80,15 625 95,92
2025-08-11 13F Foundation Wealth Management, LLC\PA 12 166 -9,34 520 -1,70
2025-07-08 13F FF Advisors,LLC 34 930 0,00 1 493 6,42
2025-07-21 13F Fortis Capital Advisors, LLC 6 805 -22,79 291 -16,43
2025-08-15 13F Cooksen Wealth, LLC 10 747 -38,95 459 -27,94
2025-07-23 13F First Financial Group Corp 5 306 -2,48 227 5,61
2025-07-21 13F Life Planning Partners, Inc 11 373 1,07 486 9,71
2025-08-14 13F Raymond James Financial Inc 2 264 434 6,89 96 782 16,04
2025-08-05 13F Sunburst Financial Group, LLC 20 127 -0,18 860 8,45
2025-07-16 13F Cadent Capital Advisors, LLC 38 338 568,96 1 639 628,00
2025-08-06 13F Valued Wealth Advisors LLC 22 422 -0,96 958 7,52
2025-08-12 NP DFNDX - Kensington Defender Fund Institutional Class 93 373 3 991
2025-08-07 13F Meeder Advisory Services, Inc. 548 067 -3,64 23 424 4,61
2025-08-08 13F Emerald Investment Partners, Llc 3 951 -0,25 169 8,39
2025-07-23 13F Tyche Wealth Partners LLC 15 192 649
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Global Tactical Allocation Managed Volatility Fund Standard Class 599 068 1,70 25 604 10,41
2025-08-14 13F Synovus Financial Corp 9 824 0,02 420 8,55
2025-04-28 13F D.a. Davidson & Co. 0 -100,00 0
2025-08-11 13F Resurgent Financial Advisors LLC 11 526 4,50 493 13,36
2025-08-12 13F Ade, Llc 99 219 -0,63 4 241 7,86
2025-08-08 13F KM Capital Management Ltd. 5 205 222
2025-07-31 13F Mason & Associates Inc 0 -100,00 0
2025-07-02 13F Waller Financial Planning Group, Inc 19 445 -25,79 831 -19,40
2025-04-25 13F New Millennium Group LLC 0 -100,00 0
2025-05-14 13F Toroso Investments, LLC 0 -100,00 0
2025-07-16 13F St Germain D J Co Inc 616 373 5,91 26 344 14,97
2025-08-12 13F O'shaughnessy Asset Management, Llc 32 747 -1,80 1 400 6,63
2025-08-01 13F Facet Wealth, Inc. 359 964 -1,18 15 482 4,26
2025-08-12 13F Cornerstone Wealth Management, LLC 70 213 5,56 3 001 14,59
2025-07-31 13F BIP Wealth, LLC 79 229 -7,29 3 386 0,65
2025-08-06 13F First Horizon Advisors, Inc. 8 750 -0,19 374 8,41
2025-07-10 13F Uptown Financial Advisors LLC 139 914 -1,99 5 980 6,39
2025-07-22 13F Private Wealth Group, LLC 11 352 9,34 485 18,87
2025-08-11 13F Tidemark, LLC 1 005 -18,09 43 -12,50
2025-08-07 13F Resources Investment Advisors, LLC. 12 441 4,79 532 13,70
2025-04-16 13F Bensler, LLC 0 -100,00 0 -100,00
2025-08-04 13F Assetmark, Inc 1 382 531 -27,43 59 089 -21,21
2025-07-31 13F Ballast Advisors Llc 1 072 0,00 46 7,14
2025-08-14 13F Financial Advisory Service, Inc. 0 -100,00 0
2025-08-14 13F Hurley Capital, LLC 19 323 17,44 826 27,51
2025-07-30 13F Onyx Bridge Wealth Group LLC 29 986 21,22 1 282 31,65
2025-07-16 13F Vestia Personal Wealth Advisors 7 806 3,12 334 11,74
2025-07-30 13F Exencial Wealth Advisors, Llc 98 717 -0,61 4 219 7,90
2025-08-11 13F HighTower Advisors, LLC 1 418 921 11,36 60 645 20,89
2025-08-04 13F Jim Saulnier & Associates, Llc 75 035 -5,82 3 207 2,23
2025-07-17 13F Stone Point Wealth LLC 5 209 -24,67 223 -18,38
2025-07-30 13F Whittier Trust Co 6 220 0,00 266 8,61
2025-08-18 13F N.E.W. Advisory Services LLC 302 356 -32,75 12 923 -26,99
2025-07-30 13F Liberty One Investment Management, Llc 30 062 -3,42 1 285 4,82
2025-07-10 13F Signal Advisors Wealth, LLC 154 315 -21,25 6 595 -14,51
2025-08-12 13F Change Path, LLC 85 806 -20,40 3 667 -13,58
2025-08-14 13F Diversify Wealth Management, Llc 20 021 13,70 886 27,89
2025-07-08 13F GK Wealth Management LLC 27 035 48,47 1 156 61,31
2025-08-06 13F SJA Financial Advisory, LLC 16 097 0,74 688 9,22
2025-08-27 13F/A Brinker Capital Investments, LLC 181 099 0,02 7 740 8,59
2025-07-16 13F Rainier Family Wealth Inc 42 640 12,35 1 822 21,95
2025-06-26 NP ALLW - SPDR Bridgewater All Weather ETF 201 962 7 955
2025-07-18 13F Lockerman Financial Group, Inc. 29 931 -27,98 1 279 -21,82
2025-07-31 13F Cambridge Investment Research Advisors, Inc. 733 297 41,56 31 55,00
2025-05-02 13F Capital A Wealth Management, LLC 22 -56,86 1 -100,00
2025-07-21 13F Compass Planning Associates Inc 1 814 42,39 78 54,00
2025-08-14 13F Knightsbridge Asset Management, Llc 438 749 3,02 18 752 11,84
2025-07-10 13F Sovran Advisors, LLC 10 818 19,14 464 35,38
2025-08-08 13F Strategies Wealth Advisors, LLC 12 058 1,23 515 10,04
2025-08-13 13F Beacon Pointe Advisors, LLC 585 057 -0,08 25 005 8,47
2025-07-08 13F Apella Capital, LLC 14 828 0,88 633 16,61
2025-08-12 13F Horizon Financial Services, Llc 75 647 -1,55 3 233 6,88
2025-07-10 13F Wealth Enhancement Advisory Services, Llc 863 739 -1,81 37 305 7,72
2025-07-23 13F REAP Financial Group, LLC 472 0,00 20 11,11
2025-05-14 13F ICONIQ Capital, LLC 0 -100,00 0
2025-04-03 13F First Hawaiian Bank 40 489 0,00 1 594 2,64
2025-08-08 13F Financial Gravity Companies, Inc. 288 104 16,62 12 314 29,90
2025-05-14 13F Van Hulzen Asset Management, LLC 0 -100,00 0
2025-08-08 13F Cetera Investment Advisers 1 667 857 -3,94 71 284 4,28
2025-08-07 13F CENTRAL TRUST Co 468 0,00 20 11,11
2025-08-13 13F Cerity Partners LLC 2 670 904 -3,45 114 154 4,81
2025-08-12 13F Calton & Associates, Inc. 26 201 88,67 1 120 104,95
2025-08-04 13F Arkadios Wealth Advisors 8 614 65,75 368 80,39
2025-08-13 13F Colonial Trust Co / SC 238 0,00 10 11,11
2025-08-07 13F PFG Advisors 31 249 233,79 1 336 262,77
2025-07-28 13F Copia Wealth Management 3 619 0,00 155 8,45
2025-08-04 13F MeadowBrook Investment Advisors LLC 2 124 91
2025-08-15 13F/A Rakuten Securities, Inc. 3 185 104,56 136 122,95
2025-07-22 13F Diligent Investors, LLC 53 636 9,21 2 292 18,57
2025-08-07 13F Addison Advisors LLC 1 145 49
2025-07-21 13F Patriot Financial Group Insurance Agency, LLC 64 256 -1,29 2 746 7,18
2025-08-13 13F Northern Trust Corp 7 748 -8,99 331 -1,19
2025-08-12 13F Hill Investment Group Partners, LLC 12 002 0,00 513 8,47
2025-08-08 13F Fortis Group Advisors, LLC 195 0,00 8 14,29
2025-08-07 13F Cascade Financial Partners, LLC 221 212 16,51 9 455 26,49
2025-07-15 13F Armis Advisers, LLC 47 101 -0,28 2 016 8,39
2025-08-13 13F Elios Financial Group Inc. 12 263 4,78 524 13,91
2025-08-28 NP Northern Lights Fund Trust - Ocean Park International ETF 15 258 652
2025-07-21 13F Quent Capital, LLC 58 515 -5,75 2 501 2,29
2025-08-05 13F Integrity Wealth Solutions LLC 75 908 0,54 3 244 9,15
2025-08-12 13F Absolute Capital Management, LLC 8 901 -24,50 380 -18,10
2025-07-09 13F Gilman Hill Asset Management, LLC 12 250 -7,62 524 0,19
2025-07-17 13F Raleigh Capital Management Inc. 88 340 -37,96 3 776 -32,66
2025-07-18 13F Trust Co Of Vermont 288 12
2025-08-13 13F Capital Analysts, Inc. 191 668 26,94 8 60,00
2025-08-14 13F Comerica Bank 186 765 19,59 7 982 29,83
2025-08-14 13F Bnp Paribas Arbitrage, Sa 8 805 880 400,00 376
2025-07-30 13F Phillips Financial Management, Llc 299 0,00 13 9,09
2025-07-31 13F Oppenheimer & Co Inc 15 271 -2,84 653 5,50
2025-07-22 13F Grimes & Company, Inc. 77 536 1,49 3 314 10,18
2025-07-22 13F USAdvisors Wealth Management, LLC 18 885 1,11 1
2025-08-13 13F Maia Wealth LLC 34 930 50,34 1 493 69,93
2025-07-22 13F Coastal Investment Advisors, Inc. 70 0,00 3 0,00
2025-08-08 13F Foundations Investment Advisors, LLC 37 421 13,59 1 599 23,28
2025-08-04 13F Flagship Harbor Advisors, Llc 238 723 11,34 10 203 20,86
2025-08-11 13F Western Wealth Management, LLC 65 278 17,47 2 790 27,53
2025-08-07 13F McClarren Financial Advisors, Inc. 0 -100,00 0
2025-08-14 13F Benjamin Edwards Inc 21 416 -0,34 915 8,16
2025-04-23 13F Aspetuck Financial Management LLC 0 -100,00 0 -100,00
2025-07-25 13F Dynamic Financial Group 9 723 6,68 416 15,92
2025-08-13 13F Marshall Wace, Llp 17 979 768
2025-08-13 13F StoneX Group Inc. 6 170 -0,85 264 7,35
2025-04-08 13F Catalyst Private Wealth, Llc 0 -100,00 0 -100,00
2025-07-17 13F Tempus Wealth Planning, LLC 34 756 8,00 1 485 17,21
2025-04-15 13F Collier Financial 53 988 1 098,14 2 126 1 135,47
2025-07-22 13F Iron Horse Wealth Management, LLC 1 795 -2,34 77 5,56
2025-08-06 13F TKG Advisors, LLC 12 073 0,62 516 9,32
2025-08-15 13F WFA of San Diego, LLC 1 363 -13,62 58 -10,77
2025-07-11 13F International Private Wealth Advisors LLC 30 073 -27,06 1 285 -20,83
2025-07-18 13F Truist Financial Corp 96 702 10,15 4 133 19,59
2025-08-12 13F Main Management LLC 1 146 0,00 0
2025-08-04 13F 4wealth Advisors, Inc. 10 427 8,58 446 17,72
2025-08-07 13F Vise Technologies, Inc. 66 939 405,31 2 861 462,99
2025-07-11 13F Lantz Financial LLC 7 639 0,00 326 8,67
2025-08-05 13F GPS Wealth Strategies Group, LLC 11 337 2,02 485 10,76
2025-07-29 13F Mb, Levis & Associates, Llc 0 -100,00 0
2025-07-28 13F IFG Advisors, LLC 5 111 218
2025-07-09 13F Lifestyle Asset Management, Inc. 28 901 1,76 1 235 10,47
2025-07-22 13F Simplicity Wealth,LLC 127 516 1 673,03 5 450 1 825,80
2025-08-08 13F Wrapmanager Inc 348 712 5,11 14 904 14,10
2025-08-01 13F Brookwood Investment Group LLC 30 788 36,86 1 316 48,59
2025-08-14 13F Snowden Capital Advisors LLC 62 155 0,05 2 657 8,63
2025-08-13 13F Summit Financial, LLC 67 034 2,88 2 865 11,70
2025-05-15 13F/A Orion Portfolio Solutions, LLC 181 068 2,03 7 129 4,68
2025-08-11 13F October Effect Ltd 17 440 745
2025-07-11 13F Hilltop Wealth Advisors, Llc 14 869 -2,24 636 6,19
2025-08-12 13F Ameritas Investment Partners, Inc. 220 0,00 9 12,50
2025-08-01 13F Banco Santander, S.A. 25 907 -90,16 1 107 -89,32
2025-08-05 13F Claro Advisors LLC 9 953 5,98 425 15,18
2025-07-31 13F 3EDGE Asset Management, LP 3 182 524 309,56 135 997 344,46
2025-08-05 13F Prosperity Consulting Group, LLC 33 825 329,41 1 446 366,13
2025-08-13 13F Custom Index Systems, Llc 0 -100,00 0
2025-05-01 13F Lane & Associates LLC 7 286 -15,90 287 -14,63
2025-08-08 13F Glassman Wealth Services 2 567 -15,31 110 -8,40
2025-08-15 13F Fsb Premier Wealth Management, Inc. 58 271 -0,98 2 491 7,51
2025-07-28 13F Acorn Financial Advisory Services Inc /adv 50 455 -6,01 2 156 2,04
2025-07-30 13F Probity Advisors, Inc. 117 079 0,50 5 004 9,09
2025-08-14 13F Murphy & Mullick Capital Management Corp 8 0,00 0
2025-08-01 13F SYM FINANCIAL Corp 18 152 776
2025-07-09 13F Reyes Financial Architecture, Inc. 41 0,00 2 0,00
2025-07-25 13F McNamara Financial Services, Inc. 858 301 -0,51 36 684 8,01
2025-07-10 13F Baker Tilly Financial, Llc 8 686 -11,50 371 -3,89
2025-08-07 13F Allworth Financial LP 6 689 099 1,85 285 892 10,88
2025-08-14 13F Headlands Technologies LLC 471 20
2025-07-14 13F Occidental Asset Management, LLC 54 454 3,12 2 327 11,98
2025-08-14 13F Old Mission Capital Llc 435 365 18 608
2025-08-04 13F Spire Wealth Management 5 172 116,13 221 135,11
2025-07-23 13F Nbt Bank N A /ny 10 911 -1,53 466 6,88
2025-08-06 13F Destiny Capital Corp/CO 7 445 0,00 318 8,53
2025-08-12 13F Bravias Capital Group, LLC 13 080 9,72 559 19,19
2025-08-06 13F Paladin Advisory Group, LLC 3 507 -20,73 150 -14,37
2025-08-28 NP EDGI - 3EDGE Dynamic International Equity ETF 207 324 187,71 8 861 212,45
2025-07-30 13F IMG Wealth Management, Inc. 561 0,00 24 4,55
2025-08-14 13F Bragg Financial Advisors, Inc 0 -100,00 0
2025-08-13 13F Baird Financial Group, Inc. 9 176 -11,95 392 -4,39
2025-04-28 13F Mainstream Capital Management LLC 0 -100,00 0
2025-08-04 13F Bristlecone Advisors, LLC 102 753 4,20 4 392 13,11
2025-08-14 13F Great Valley Advisor Group, Inc. 192 507 0,98 8 228 9,62
2025-07-11 13F Bond & Devick Financial Network, Inc. 27 264 0,00 1 165 8,57
2025-08-08 13F Advisory Resource Group 60 164 -1,98 2 571 6,42
2025-08-29 13F Evolution Wealth Management Inc. 3 686 158
2025-07-23 13F Watershed Private Wealth Llc 26 391 -19,51 1 128 -12,64
2025-08-14 13F Price T Rowe Associates Inc /md/ 95 040 23,05 4 33,33
2025-08-11 13F Outlook Wealth Advisors, LLC 27 270 -31,15 1 166 -25,27
2025-08-07 13F Winch Advisory Services, LLC 70 331 1,80 3 006 10,52
2025-05-05 13F Lindbrook Capital, Llc 312 0,00 12 9,09
2025-08-12 13F Franklin Resources Inc 200 9
2025-08-06 13F Ironwood Wealth Management, LLC. 74 093 -24,39 3 167 -17,94
2025-08-13 13F Cary Street Partners Financial Llc 5 486 -1,08 234 7,34
2025-08-13 13F Vance Wealth, Inc. 5 317 0,00 227 8,61
2025-08-14 13F UBS Group AG 1 561 642 -1,90 66 745 6,50
2025-08-14 13F Moneta Group Investment Advisors Llc 84 099 3,35 3 594 12,21
2025-08-12 13F Gladstone Institutional Advisory LLC 67 248 -1,35 2 874 7,12
2025-08-11 13F Intrust Bank Na 80 885 -0,37 3 457 8,17
2025-07-23 13F Sax Wealth Advisors, Llc 6 556 -11,41 280 -3,78
2025-07-14 13F Maryland Capital Advisors Inc. 43 0,00 2 0,00
2025-07-16 13F American National Bank 22 462 50,15 960 63,27
2025-08-07 13F Verus Capital Partners, Llc 18 408 1,29 787 9,93
2025-07-17 13F KWB Wealth 581 753 25,84 22 904 29,13
2025-08-14 13F Mariner, LLC 1 666 335 6,99 71 219 16,15
2025-07-31 13F Glass Jacobson Investment Advisors llc 1 577 -91,64 67 -90,73
2025-07-09 13F Triumph Capital Management 21 558 2,44 921 11,23
2025-08-13 13F Jones Financial Companies Lllp 21 236 19,10 905 28,73
2025-07-21 13F HighMark Wealth Management LLC 18 620 -1,64 796 6,71
2025-08-14 13F Warren Averett Asset Management, LLC 160 360 3,94 6 854 12,83
2025-08-04 13F Coign Capital Advisors LLC 16 401 -0,88 701 7,53
2025-07-21 13F Cape Cod Five Cents Savings Bank 102 363 0,00 4 226 0,00
2025-07-30 13F Mason & Associates, LLC 130 232 5,07 5 566 14,08
2025-08-12 13F Running Point Capital Advisors, LLC 3 577 0,70 153 9,35
2025-08-15 13F Urban Financial Advisory Corp 8 838 0,36 378 8,96
2025-07-15 13F Retirement Income Solutions, Inc 13 759 -16,65 588 -9,40
2025-07-24 13F Us Bancorp \de\ 15 130 25,80 647 36,58
2025-07-15 13F Legacy Solutions, Llc 72 608 4,24 3 103 13,17
2025-08-06 13F Founders Financial Securities Llc 133 521 1,92 5 707 11,05
2025-05-09 13F MGB Wealth Management, LLC 0 -100,00 0
2025-07-10 13F High Net Worth Advisory Group LLC 6 523 279
2025-07-22 13F Echo Wealth Management, LLC 61 590 3,42 2 632 12,29
2025-08-04 13F Atria Investments Llc 27 119 -20,17 1 159 -13,31
2025-07-14 13F Armstrong Advisory Group, Inc 250 11
2025-08-14 13F Beaird Harris Wealth Management, LLC 885 38
2025-08-08 13F Good Life Advisors, LLC 263 116 15,20 11 246 25,07
2025-08-11 13F TD Waterhouse Canada Inc. 3 0,00 0
2025-08-04 13F Quaker Wealth Management, LLC 60 3
2025-08-08 13F Capital Investment Advisory Services, LLC 259 -49,61 11 -45,00
2025-07-14 13F Rooted Wealth Advisors, Inc. 16 916 0,46 724 17,34
2025-08-06 13F/A Three Cord True Wealth Management, LLC 20 274 -2,13 867 6,26
2025-08-06 13F Vestmark Advisory Solutions, Inc. 29 800 107,67 1 274 125,71
2025-08-14 13F Certified Advisory Corp 26 586 95,16 1 136 111,94
2025-05-01 13F Schechter Investment Advisors, LLC 6 183 0,00 243 2,53
2025-08-12 13F BlackRock, Inc. 3 088 0,00 132 8,26
2025-07-25 13F Iron Financial, LLC 30 117 1,62 1 287 10,38
2025-08-13 13F EverSource Wealth Advisors, LLC 26 039 68 423,68 1 113 111 100,00
2025-08-01 13F May Hill Capital, LLC 33 733 0,34 1 442 8,92
2025-08-07 13F Efficient Advisors, LLC 0 -100,00 0
2025-08-13 13F GeoWealth Management, LLC 757 286 -1,04 32 366 7,44
2025-07-17 13F Sound Income Strategies, LLC 236 43,03 10 66,67
2025-08-14 13F Royal Bank Of Canada 1 102 828 5,84 47 134 14,89
2025-07-25 13F Richardson Financial Services Inc. 60 153 -26,24 2 577 -19,72
2025-08-06 13F ORBA Wealth Advisors, L.L.C. 61 703 -42,88 2 637 -37,98
2025-07-10 13F Brooklyn FI, LLC 126 641 5,23 5 413 14,23
2025-07-25 13F Cwm, Llc 2 190 512 12,00 94 20,78
2025-07-22 13F HFM Investment Advisors, LLC 0 -100,00 0
2025-05-15 13F National Wealth Management Group, LLC 9 104 22,58 358 26,06
2025-07-28 13F WealthPlan Investment Management, LLC 10 076 16,88 431 26,84
2025-07-21 13F Keystone Financial Group, Inc. 60 1,69 3 0,00
2025-08-12 13F CIBC Private Wealth Group, LLC 13 619 0,00 582 23,31
2025-08-01 13F Advisory Alpha, LLC 1 138 987 -2,34 48 680 6,06
2025-08-08 13F MTM Investment Management, LLC 42 2
2025-08-04 13F L.m. Kohn & Company 0 -100,00 0
2025-07-17 13F Janney Montgomery Scott LLC 27 667 1
2025-07-21 13F Single Point Partners, LLC 85 703 1,06 4 0,00
2025-07-23 13F Valmark Advisers, Inc. 511 500 -1,06 21 862 7,41
2025-07-17 13F Beacon Capital Management, LLC 264 1,15 11 10,00
2025-08-15 13F Provenance Wealth Advisors, LLC 2 397 0,00 102 8,51
2025-07-30 13F Crewe Advisors LLC 136 0,00 6 0,00
2025-04-22 13F Shum Financial Group, Inc. 74 594 2,64 2 937 5,31
2025-07-11 13F Windsor Capital Management, LLC 157 076 1,37 6 713 10,05
2025-08-12 13F OneAscent Financial Services LLC 218 849 1,58 9 12,50
2025-07-29 13F Tradewinds Capital Management, LLC 10 219 -2,38 437 5,83
2025-07-14 13F E&G Advisors, LP 8 058 -2,54 344 5,85
2025-08-06 13F Legacy Wealth Managment, LLC/ID 113 5
2025-07-31 13F Hobart Private Capital, LLC 223 600 200,03 9 557 225,70
2025-08-18 13F/A Kestra Investment Management, LLC 355 532 10,75 15 195 20,23
2025-05-05 13F Northeast Planning Associates, Inc. / Nh / 0 -100,00 0
2025-07-24 13F Beacon Bridge Wealth Partners, LLC 31 297 -4,63 1 338 3,48
2025-07-08 13F Nbc Securities, Inc. 26 570 1 216,65 1
2025-07-18 13F SOA Wealth Advisors, LLC. 54 003 46,33 2 308 58,95
2025-07-08 13F Webster Bank, N. A. 929 40
2025-07-10 13F YHB Investment Advisors, Inc. 73 074 1,69 3 123 10,39
2025-07-15 13F Norden Group Llc 54 225 117,59 2 318 136,19
2025-08-12 13F Investments & Financial Planning, LLC 4 870 208
2025-08-04 13F Savvy Advisors, Inc. 264 670 34,59 11 312 46,11
2025-08-14 13F Summit Trail Advisors, Llc 10 566 0,00 452 8,67
2025-08-12 13F Coldstream Capital Management Inc 0 -100,00 0
2025-07-07 13F Investors Research Corp 535 0,00 23 4,76
2025-07-29 13F Level Wealth Management LLC 27 207 1 163
2025-07-30 13F TFB Advisors LLC 7 476 8,13 320 17,28
2025-08-11 13F Principal Securities, Inc. 10 318 -70,93 441 -67,67
2025-07-09 13F Fragasso Group Inc. 6 228 -20,06 266 -13,07
2025-08-08 13F Meridian Wealth Management, LLC 5 201 222
2025-07-10 13F Secure Asset Management, LLC 25 825 252,90 1 104 282,99
2025-08-13 13F SCS Capital Management LLC 31 086 -16,11 1 329 -8,92
2025-07-17 13F Nelson, Van Denburg & Campbell Wealth Management Group, LLC 160 391 -1,71 6 855 6,71
2025-07-09 13F Parkside Advisors LLC 5 151 220
2025-08-01 13F FSA Advisors, Inc. 6 179 -27,34 264 -20,96
2025-08-05 13F Huntington National Bank 28 226 15,55 1 206 25,49
2025-07-31 13F Kathleen S. Wright Associates Inc. 51 652 -2,34 2 208 6,00
2025-07-09 13F Thrive Wealth Management, LLC 6 045 0,00 258 8,86
2025-08-05 13F Magnolia Capital Advisors Llc 24 665 3,80 1 054 12,73
2025-08-13 13F Cresset Asset Management, LLC 7 530 0,07 322 8,45
2025-08-13 13F Forthright Family Wealth Advisory LLC 63 694 -0,64 2 722 7,89
2025-08-07 13F Hughes Financial Services, LLC 18 486 -14,54 804 -5,96
2025-08-08 13F Hartland & Co., LLC 144 403 1,41 6 172 10,08
2025-08-04 13F Barnes Dennig Private Wealth Management LLC 335 14
2025-08-13 13F Townsquare Capital Llc 137 530 -94,17 5 878 -93,68
2025-07-14 13F Golden State Equity Partners 0 -100,00 0
2025-07-22 13F Integrated Capital Management, LLC 109 429 5,34 5 0,00
2025-08-13 13F Smith, Moore & Co. 41 252 -0,42 1 763 8,16
2025-05-06 13F AllGen Financial Advisors, Inc. 0 -100,00 0
2025-07-16 13F Diversified Enterprises, LLC 22 933 6,26 980 15,43
2025-08-13 13F IAG Wealth Partners, LLC 41 091 -0,15 1 756 8,40
2025-08-06 13F Adviser Investments LLC 17 125 0,00 732 8,46
2025-08-14 13F Oxford Financial Group Ltd 3 349 0,00 143 9,16
2025-08-07 13F Greystone Financial Group, LLC 14 140 604
2025-08-12 13F Main Management ETF Advisors, LLC 193 500 -0,58 8 14,29
2025-08-15 13F First Heartland Consultants, Inc. 7 584 324
2025-07-24 13F Reuter James Wealth Management, Llc 5 718 -0,03 244 8,44
2025-07-31 13F City State Bank 21 426 -1,56 916 6,89
2025-06-27 NP IDUB - International Drawdown Managed Equity ETF 1 924 073 8,87 75 789 10,72
2025-05-15 13F Icon Wealth Advisors, LLC 0 -100,00 0
2025-08-04 13F Municipal Employees' Retirement System of Michigan 107 144 0,00 5 0,00
2025-08-13 13F Baltimore-Washington Financial Advisors, Inc. 9 842 0,00 421 8,53
2025-07-28 13F Ritholtz Wealth Management 19 169 -0,15 819 8,48
2025-08-13 13F MONECO Advisors, LLC 65 539 149,30 2 801 170,89
2025-07-25 13F Hobbs Group Advisors, LLC 4 880 -47,15 209 -42,70
2025-08-12 13F Chaney Capital Management, Inc. 416 111 2,18 17 785 10,93
2025-07-08 13F Partnership Wealth Management, LLC 57 952 2,76 2 477 11,53
2025-07-24 13F Greenwood Gearhart Inc 0 -100,00 0
2025-08-08 13F Larson Financial Group LLC 52 079 -8,55 2 226 -0,76
2025-07-31 13F Opes Wealth Management LLC 169 489 -5,69 7 244 2,37
2025-07-14 13F Financial Enhancement Group LLC 100 995 -13,68 4 324 -3,72
2025-07-25 13F PrairieView Partners, LLC 516 0,00 0
2025-07-29 13F Angeles Wealth Management, Llc 19 400 829
2025-07-08 13F/A Salem Investment Counselors Inc 1 122 0,00 48 6,82
2025-08-14 13F Integrated Wealth Concepts LLC 197 777 46,83 8 453 59,41
2025-08-14 13F Fmr Llc 66 007 29,23 2 821 40,35
2025-07-18 13F Centricity Wealth Management, LLC 2 739 0,00 117 9,35
2025-07-30 13F Securian Asset Management, Inc 159 360 -14,12 6 811 -6,76
2025-08-11 13F Lowe Brockenbrough & Co Inc 45 949 0,00 1 964 8,51
2025-08-14 13F Atomi Financial Group, Inc. 42 009 -0,29 1 795 8,26
2025-07-24 13F Cyndeo Wealth Partners, LLC 8 195 0,00 350 8,70
2025-08-05 13F Tsfg, Llc 1 180 18,95 0
2025-08-14 13F Financial Network Wealth Advisors LLC 30 391 86,13 1 299 102,18
2025-06-12 13F/A Deutsche Bank Ag\ 0 -100,00 0
2025-08-11 13F United Advisor Group, LLC 8 028 343
2025-07-29 13F Private Trust Co Na 19 802 16,20 846 26,27
2025-08-13 13F Natixis Advisors, L.p. 16 290 50,28 1
2025-08-15 13F Optimist Retirement Group LLC 152 875 -1,89 6 534 6,50
2025-08-12 13F NorthStar Asset Management LLC /NJ/ 0 -100,00 0
2025-08-13 13F Idaho Trust Bank 39 789 -3,40 1 700 4,87
2025-08-14 13F Gerber Kawasaki Wealth & Investment Management 5 083 -5,33 217 2,84
2025-04-25 13F Westfuller Advisors, LLC 0 -100,00 0 -100,00
2025-07-30 13F Wbh Advisory Inc 86 684 71,39 3 705 86,04
2025-08-05 13F Key FInancial Inc 92 229 -9,27 3 942 -1,50
2025-07-25 13F Apollon Wealth Management, LLC 16 893 1,47 722 10,23
2025-07-28 13F JGP Wealth Management, LLC 4 940 211
2025-08-12 13F Kensington Asset Management, LLC 93 373 3 991
2025-06-10 13F Birchbrook, Inc. 0 -100,00 0 -100,00
2025-07-21 13F Ameriflex Group, Inc. 9 059 14,40 386 24,12
2025-08-12 13F Winnow Wealth Llc 0 -100,00 0 -100,00
2025-07-24 13F IFP Advisors, Inc 87 011 14,47 3 719 24,26
2025-07-18 13F Cantor Fitzgerald Investment Adviser L.p. 38 604 7,83 1 650 17,03
2025-07-10 13F Wedmont Private Capital 18 179 -0,01 779 14,41
2025-08-05 13F Elm Partners Management LLC 680 445 134,27 29 082 154,32
2025-08-11 13F VSM Wealth Advisory, LLC 477 64,48 20 81,82
2025-07-07 13F Capital Asset Advisory Services LLC 597 221 10,70 25 591 19,75
2025-07-11 13F Pinnacle Bancorp, Inc. 119 0,00 5 25,00
2025-08-05 13F Strategic Financial Concepts, LLC 359 245 1 775,46 15 354 1 936,34
2025-08-06 13F Golden State Wealth Management, LLC 5 904 -17,23 252 -10,00
2025-07-24 13F Comprehensive Money Management Services LLC 28 891 -0,81 1 235 7,68
2025-08-15 13F North Ridge Wealth Advisors, Inc. 9 0
2025-07-07 13F Peterson Wealth Advisors, LLC 67 676 -2,73 2 892 18,19
2025-08-01 13F American Financial & Tax Strategies Inc 29 039 0,00 1 241 8,57
2025-08-12 13F Zacks Investment Management 0 -100,00 0
2025-08-08 13F Better Money Decisions, LLC 263 223 4,30 11 250 13,24
2025-08-14 13F Stifel Financial Corp 96 176 -4,53 4 111 3,63
2025-08-20 13F/A Coppell Advisory Solutions LLC 29 809 100,98 1 271 118,01
2025-08-08 13F Firestone Capital Management 8 000 0,00 342 8,60
2025-08-11 13F Ritter Daniher Financial Advisory LLC / DE 24 0,00 1
2025-07-17 13F Moss Adams Wealth Advisors LLC 203 823 -36,20 8 711 -30,74
2025-07-28 13F Kiker Wealth Management, LLC 0 -100,00 0
2025-07-08 13F Melone Private Wealth, LLC 123 187 3,69 5 253 12,29
2025-08-08 13F Cedar Wealth Management, LLC 429 18
2025-08-05 13F Lifeworks Advisors, LLC 30 790 -5,12 1 316 2,98
2025-07-29 NP SGPKX - SGI Peak Growth Fund Class I Shares 109 390 4 472
2025-07-14 13F Abound Wealth Management 4 724 1,42 202 9,84
2025-07-21 13F River Street Advisors LLC 11 801 -3,34 504 5,00
2025-08-01 13F Austin Private Wealth, LLC 338 822 14,31 14 481 24,10
2025-08-05 13F Centennial Bank/AR/ 621 0,00 27 8,33
2025-07-09 13F Lbmc Investment Advisors, Llc 11 705 37,09 500 48,81
2025-08-11 13F Bellwether Advisors, LLC 357 0,00 15 7,14
2025-08-14 13F Mercer Global Advisors Inc /adv 35 358 21,50 1 511 31,97
2025-08-11 13F Morling Financial Advisors, LLC 16 215 -0,55 693 8,11
2025-07-16 13F Independent Wealth Network Inc. 16 238 0,09 694 8,78
2025-07-16 13F/A CX Institutional 148 645 2,94 6 20,00
2025-08-06 13F Legacy Investment Solutions, LLC 113 5
2025-04-07 13F GoalVest Advisory LLC 0 -100,00 0
2025-07-01 13F Stonehearth Capital Management, LLC 38 848 1,95 1 660 10,67
2025-08-04 13F Balentine LLC 6 984 0,87 298 9,56
2025-08-08 13F Atlantic Trust, LLC 1 424 61
2025-08-12 13F Foster Dykema Cabot & Partners, Llc 196 0,00 8 14,29
2025-07-17 13F Worth Financial Advisory Group, LLC 27 074 -4,01 1 157 4,23
2025-07-21 13F TFG Advisers LLC 6 343 0,44 271 9,27
2025-07-03 13F Higgins & Schmidt Wealth Strategies LLC 56 643 -2,09 2 421 6,28
2025-08-13 13F Cary Street Partner Investment Advisory Llc 13 626 12,84 582 22,53
2025-05-02 13F Apollon Financial, LLC 0 -100,00 0
2025-08-05 13F Atlas Private Wealth Advisors 256 542 -2,18 10 964 6,19
2025-08-26 13F/A Thrivent Financial For Lutherans 75 587 -86,16 3 -85,71
2025-08-14 13F Smartleaf Asset Management LLC 29 389 316,39 1 253 350,72
2025-07-09 13F Beacon Financial Group 16 154 8,75 690 18,15
2025-08-14 13F Jane Street Group, Llc 1 408 001 -4,41 60 178 3,77
2025-07-28 13F Cutler Investment Counsel Llc 783 482 1,09 33 486 9,75
2025-07-22 13F Belpointe Asset Management LLC 46 543 -6,93 1 989 1,07
2025-08-11 13F Great Lakes Advisors, Llc 638 692 43,20 27 298 55,46
2025-07-24 13F Callan Family Office, LLC 53 031 2 267
2025-07-16 13F Perigon Wealth Management, LLC 213 135 65,54 9 109 79,74
2025-07-10 13F Global Financial Private Client, LLC 48 329 -10,02 2 066 -2,32
2025-07-16 13F BankPlus Wealth Management LLC 26 512 40,30 1 133 52,49
2025-07-31 13F FSM Wealth Advisors, LLC 8 484 -1,12 362 7,42
2025-08-14 13F Ancora Advisors, LLC 42 0,00 2 0,00
2025-07-23 13F Meitav Dash Investments Ltd 52 422 0,10 2 241 8,69
2025-07-17 13F BayBridge Capital Group, LLC 68 243 2,35 2 917 11,13
2025-08-14 13F EP Wealth Advisors, Inc. 57 271 68,33 2 448 82,75
2025-08-18 13F Geneos Wealth Management Inc. 298 513 10,69 12 758 20,17
2025-08-13 13F My Purposeful Wealth Corp. 9 301 405
2025-07-16 13F ORG Partners LLC 5 812 -4,60 249 3,33
2025-07-17 13F David Kennon Inc 160 694 -0,40 6 868 8,12
2025-07-22 13F McNaughton Wealth Management, LLC 29 143 5,80 1 246 14,85
2025-08-12 13F/A Cozad Asset Management Inc 18 834 26,15 805 36,97
2025-08-13 13F Tranquilli Financial Advisor LLC 84 512 -6,37 3 612 1,66
2025-08-14 13F Schwallier Wealth Management LLC 87 300 28,37 3 731 39,37
2025-08-04 13F UNIVEST FINANCIAL Corp 14 456 10,93 618 20,27
2025-08-14 13F Sei Investments Co 786 093 15,77 33 598 25,68
2025-05-07 13F Nottingham Advisors, Inc. 0 -100,00 0
2025-08-08 13F Your Advocates Ltd., LLP 610 0,00 26 8,33
2025-08-20 13F Forefront Wealth Partners, LLC 0 -100,00 0
2025-07-23 13F True Vision MN LLC 5 402 -43,88 231 -39,15
2025-08-15 13F Binnacle Investments Inc 2 206 24,63 94 36,23
2025-08-12 13F J.w. Cole Advisors, Inc. 19 997 51,84 855 64,86
2025-08-05 13F Gilbert & Cook, Inc. 16 315 -1,53 697 6,90
2025-08-05 13F Dravo Bay Llc 10 267 -3,57 439 4,53
2025-07-22 13F Luken Investment Analytics, LLC 357 903 363,80 15 297 403,49
2025-09-04 13F/A Advisor Group Holdings, Inc. 1 176 122 62,22 49 236 72,47
2025-07-15 13F ACT Advisors, LLC. 10 936 0,67 467 9,37
2025-08-04 13F Creative Financial Designs Inc /adv 133 082 0,13 5 688 8,70
2025-08-13 13F Vertex Planning Partners, LLC 97 940 92,82 4 186 109,35
2025-08-01 13F Gwn Securities Inc. 12 958 106,47 555 124,70
2025-08-05 13F Cassaday & Co Wealth Management LLC 1 141 575 686,16 48 791 753,57
2025-08-14 13F Betterment LLC 1 824 389 124,54 78 148,39
2025-08-11 13F Anfield Capital Management, LLC 60 0,00 3 0,00
2025-08-11 13F Aptus Capital Advisors, LLC 2 505 869 17,26 107 101 27,30
2025-08-12 13F Allen Capital Group, LLC 402 573 4,31 17 206 13,24
2025-07-15 13F Hofer & Associates. Inc 35 086 -0,79 1 500 7,69
2025-07-15 13F Kagan Cocozza Asset Management 33 176 -1,35 1 418 7,02
2025-08-12 13F Weitzel Financial Services, Inc. 5 614 246
2025-07-15 13F Accurate Wealth Management, LLC 7 006 300
2025-08-14 13F Two Sigma Securities, Llc 4 816 -29,81 206 -24,07
2025-08-04 13F Rede Wealth, LLC 16 804 22,05 718 32,47
2025-08-05 13F Compton Financial Group, LLC 359 245 101,18 15 354 118,41
2025-08-12 13F Vawter Financial, Ltd. 0 -100,00 0
2025-08-12 13F Argent Trust Co 17 395 -3,83 743 4,35
2025-08-11 13F Independent Advisor Alliance 73 901 25,76 3 159 36,53
2025-08-04 13F JDM Financial Group LLC 200 763 5,39 8 581 14,42
2025-08-13 13F Gateway Wealth Partners, LLC 4 751 203
2025-08-01 13F Penobscot Wealth Management 19 833 39,13 848 50,98
2025-08-13 13F Rinkey Investments 127 815 9,30 5 463 18,66
2025-07-25 13F Midwest Capital Advisors, LLC 268 640 81,56 11 482 97,10
2025-08-06 13F Commonwealth Equity Services, Llc 427 211 16,04 18 28,57
2025-07-17 13F Elwood & Goetz Wealth Advisory Group, LLC 58 447 1,27 2 498 9,95
2025-07-24 13F Jfs Wealth Advisors, Llc 29 833 -0,69 1 275 7,87
2025-07-25 13F Johnson Investment Counsel Inc 0 -100,00 0
2025-08-11 13F Pineridge Advisors LLC 640 614 2,26 27 380 11,01
2025-08-15 13F Morgan Stanley 5 429 778 6,27 232 069 15,36
2025-08-08 13F Austin Wealth Management, LLC 0 -100,00 0
2025-07-15 13F Ballentine Partners, LLC 486 126 -0,94 20 777 7,55
2025-08-01 13F Zhang Financial LLC 11 792 92,52 504 108,71
2025-07-08 13F Range Financial Group LLC 22 833 1,71 976 10,42
2025-08-13 13F Fisher Asset Management, LLC 7 510 321
2025-08-12 13F Charles Schwab Investment Management Inc 10 916 062 6 486,97 466 552 7 051,32
2025-05-02 13F Wealthfront Advisers Llc 0 -100,00 0 -100,00
2025-08-01 13F Envestnet Asset Management Inc 6 484 376 1,93 277 142 10,65
2025-08-12 13F SRS Capital Advisors, Inc. 164 530 39,87 7 032 51,82
2025-08-05 13F Blue Barn Wealth, LLC 97 749 2,98 4 178 11,80
2025-07-17 13F Eclectic Associates Inc /adv 5 250 -26,23 224 -20,00
2025-07-28 13F Private Wealth Asset Management, LLC 5 100 0,00 218 8,50
2025-08-11 13F NewEdge Wealth, LLC 16 194 710
2025-08-13 13F Northwestern Mutual Wealth Management Co 3 380 284 3,24 144 473 12,08
2025-08-18 13F Second Line Capital, LLC 234 021 3,45 10 002 12,31
2025-08-08 13F SBI Securities Co., Ltd. 2 694 28,71 115 40,24
2025-08-14 13F Financial Strategies Group, Inc. 585 722 3,38 25 075 17,11
2025-08-14 13F Citadel Advisors Llc 38 476 22,31 1 644 32,79
2025-08-14 13F Kovitz Investment Group Partners, LLC 4 879 -8,22 209 -0,48
2025-08-14 13F Destination Wealth Management 9 985 427
2025-08-12 13F FreeGulliver LLC 6 870 0,00 294 8,52
2025-08-14 13F Vivaldi Capital Management, LLC 51 375 1,35 2 196 10,03
2025-07-29 13F Marathon Strategic Advisors, LLC 241 408 3,39 10 318 12,24
2025-08-14 13F Hilltop Holdings Inc. 28 265 20,86 1 208 31,30
2025-08-14 13F IHT Wealth Management, LLC 133 308 -0,83 5 698 7,65
2025-07-31 13F TSA Wealth Managment LLC 9 649 0,00 412 8,71
2025-08-15 13F Orcam Financial Group 12 565 0,00 537 8,70
2025-08-13 13F Tobias Financial Advisors, Inc. 68 461 42,38 2 926 54,57
2025-08-13 13F American Investment Services, Inc. 19 372 -4,01 828 4,16
2025-07-23 13F Values Added Financial LLC 169 651 1,21 7 251 9,87
2025-08-14 13F Dagco, Inc. 28 1
2025-07-11 13F SILVER OAK SECURITIES, Inc 4 469 1,96 191 10,47
2025-07-14 13F Iams Wealth Management, Llc 20 522 -30,67 877 -24,72
2025-05-14 13F Caitlin John, LLC 0 -100,00 0
2025-07-21 13F New Century Financial Group, LLC 0 -100,00 0
2025-07-10 13F Oldfather Financial Services, LLC 4 757 203
2025-08-11 13F TAGStone Capital, Inc. 36 975 1,14 1 619 161 700,00
2025-08-12 13F Wealth Advisors of Iowa, LLC 39 618 1,51 1 693 10,22
2025-07-09 13F Heritage Family Offices, LLP 404 596 0,04 15 961 0,24
2025-08-06 13F Convergence Financial, LLC 11 694 -3,80 500 4,39
2025-07-30 13F Rehmann Capital Advisory Group 15 056 -0,61 643 7,89
2025-04-30 13F Sofos Investments, Inc. 273 424 -1,03 10 765 3,48
2025-07-24 13F Drucker Wealth 3.0, LLC 24 752 1 060
2025-07-21 13F Old Second National Bank Of Aurora 11 709 0,28 500 8,93
2025-07-09 13F Towerpoint Wealth, LLC 21 774 84,71 931 100,43
2025-07-14 13F U.S. Capital Wealth Advisors, LLC 4 701 201
2025-07-22 13F Ervin Investment Management, LLC 79 044 1,77 3 378 10,50
2025-08-05 13F Bank of New York Mellon Corp 2 477 285 -2,04 105 879 6,34
2025-05-06 13F Fpc Investment Advisory, Inc. 0 -100,00 0 -100,00
2025-07-07 13F Upper Left Wealth Management, LLC 23 999 25,87 1 026 36,67
2025-08-12 13F BlueStem Wealth Partners, LLC 984 214 54,69 42 065 67,93
2025-07-16 13F Vision Capital Management, Inc. 129 207 -0,55 5 522 7,96
2025-04-14 13F NewSquare Capital LLC 0 -100,00 0
2025-07-23 13F Peak Financial Management, Inc. 253 600 0,25 10 839 8,83
2025-08-14 13F Susquehanna International Group, Llp 15 982 683
2025-07-28 13F Rosenberg Matthew Hamilton 29 545 6,44 1 263 15,57
2025-07-18 13F Trilogy Capital Inc. 155 563 3,94 6 649 12,83
2025-07-18 13F Client 1st Advisory Group, Llc 7 898 338
2025-08-07 13F Fidelis Capital Partners, LLC 42 054 33,89 1 830 49,06
2025-08-05 13F Sigma Planning Corp 10 511 23,67 449 34,43
2025-08-14 13F Wiley Bros.-aintree Capital, Llc 26 530 1 134
2025-08-07 13F Nwam Llc 16 871 188,10 729 216,96
2025-08-04 13F Partners in Financial Planning 69 372 8,18 2 965 17,43
2025-08-14 13F Gotham Asset Management, LLC 24 481 1 046
2025-07-22 13F Vantage Investment Partners, LLC 8 478 0,00 362 8,71
2025-08-11 13F Rockbridge Investment Management, LCC 25 083 0,96 1 072 9,61
2025-08-14 13F Obsidian Personal Planning Solutions LLC 132 714 2,61 5 672 11,35
2025-08-12 13F Pathstone Holdings, LLC 800 152 -0,18 34 198 8,01
2025-08-14 13F Quantinno Capital Management LP 17 467 747
2025-07-21 13F Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 8 591 -25,88 367 -19,52
2025-07-10 13F Professional Financial Advisors, LLC 15 070 0,37 644 8,97
2025-05-06 13F Guidance Capital, Inc 0 -100,00 0
2025-05-07 13F Spectrum Wealth Counsel, LLC 49 2
2025-08-19 13F Anchor Investment Management, LLC 800 0,00 34 9,68
2025-07-25 13F Keener Financial Planning LLC 10 990 -8,03 0
2025-08-08 13F Pnc Financial Services Group, Inc. 334 327 25,60 14 289 36,36
2025-07-22 13F Stanich Group LLC 11 722 -11,18 502 -3,28
2025-07-31 13F Buckingham Strategic Partners 71 594 5,79 3 060 14,83
2025-08-06 13F Savant Capital, LLC 145 644 -3,04 6 225 5,24
2025-08-04 13F Impact Partnership Wealth, LLC 630 359 30,83 26 942 42,03
2025-07-15 13F Sheets Smith Wealth Management 20 153 23,74 861 34,32
2025-08-08 13F Kingsview Wealth Management, LLC 39 608 0,44 1 693 9,02
2025-05-05 13F Eagle Bay Advisors LLC 0 -100,00 0
2025-07-09 13F Dynamic Advisor Solutions LLC 39 858 -5,34 1 704 2,78
2025-07-17 13F MBA Advisors LLC 43 084 -9,73 1 841 -2,02
2025-07-09 13F Defined Wealth Management, Llc 31 150 0,02 1 331 8,56
2025-07-29 13F Signature Estate & Investment Advisors Llc 688 270 12,19 29 417 21,80
2025-07-17 13F ERn Financial, LLC 315 237 -13,34 13 473 -5,92
2025-08-14 13F Goldman Sachs Group Inc 282 264 169,34 12 064 192,44
2025-07-31 13F Resonant Capital Advisors, LLC 57 616 -0,84 2 462 7,65
2025-08-07 13F Kestra Private Wealth Services, Llc 9 728 -1,77 416 6,68
2025-08-06 13F Modera Wealth Management, LLC 47 822 9,28 2 044 18,64
2025-07-15 13F Mather Group, Llc. 10 419 3,53 445 12,37
2025-08-08 13F ProVise Management Group, LLC 143 802 0,42 6 146 9,03
2025-07-29 13F Koshinski Asset Management, Inc. 53 084 -8,74 2 269 -0,96
2025-08-13 13F Virtue Capital Management, LLC 0 -100,00 0
2025-08-15 13F Strategic Investment Advisors / MI 7 977 -50,08 341 -45,95
2025-08-14 13F Hirtle Callaghan & Co LLC 16 017 685
2025-08-13 13F Transce3nd, LLC 1 989 -6,44 85 2,41
2025-07-28 13F Brown Financial Advisory 42 338 -10,78 1 810 -3,16
2025-08-08 13F Empower Advisory Group, LLC 0 -100,00 0
2025-07-29 13F Financial Guidance Group, Inc. 6 688 0,00 286 8,37
2025-08-14 13F Scott Marsh Financial, LLC 10 992 470
2025-08-13 13F Gibbs Wealth Management 148 782 6 359
2025-08-12 13F Virtu Financial LLC 19 364 1
2025-08-07 13F Topel & Distasi Wealth Management, LLC 41 670 0,00 1 781 8,54
2025-07-25 NP SRGAX - Stringer Growth Fund Class A Shares 22 477 919
2025-07-18 13F Marino, Stram & Associates Llc 6 180 264
2025-08-15 13F Captrust Financial Advisors 32 476 7,48 1 388 16,74
2025-07-18 13F/A MJT & Associates Financial Advisory Group, Inc. 10 672 -7,36 456 0,66
2025-07-25 13F LRI Investments, LLC 3 387 0,00 145 8,27
2025-08-12 13F Clearwater Capital Advisors, LLC 0 -100,00 0
2025-08-14 13F Stadion Money Management, LLC 1 309 169 -22,77 55 954 -16,16
2025-08-12 13F Global Retirement Partners, LLC 259 425 13,87 11 088 26,84
2025-08-14 13F Glenmede Investment Management, LP 240 10
2025-07-29 13F Stratos Wealth Partners, LTD. 45 378 -2,97 1 939 5,32
2025-08-06 13F Forbes Financial Planning, Inc. 45 809 -37,00 1 958 -31,62
2025-08-14 13F Alliance Wealth Advisors, LLC /UT 168 969 202,68 7 222 228,68
2025-07-16 13F Formidable Asset Management, LLC 14 147 0,00 557 0,00
2025-08-07 13F Fonville Wealth Management LLC 135 059 8,56 5 772 18,04
2025-08-12 13F Laurel Wealth Advisors LLC 72 143 4 225,12 2 -98,46
2025-07-28 13F Lunt Capital Management, Inc. 0 -100,00 0
2025-07-09 13F Wolff Financial Management Llc 115 010 3,05 5 0,00
2025-08-05 13F Hutchens & Kramer Investment Management Group, LLC 8 661 -9,37 371 -1,33
2025-05-01 13F Steel Peak Wealth Management LLC 0 -100,00 0
2025-07-16 13F ORG Wealth Partners, LLC 7 969 -1,80 341 6,56
2025-08-07 13F Alliance Wealth Management Group 100 564 -4,11 4 298 4,09
2025-08-15 13F Manhattan West Asset Management, LLC 8 697 -0,13 372 8,48
2025-08-18 13F/A National Bank Of Canada /fi/ 967 0,00 41 7,89
2025-08-07 13F Apeiron RIA LLC 22 134 -1,94 946 6,53
2025-08-14 13F RMB Capital Management, LLC 6 198 265
2025-07-28 13F Harbour Investments, Inc. 177 710 -13,16 7 595 -5,72
2025-07-22 13F Mascoma Wealth Management LLC 114 689 3,17 4 902 12,00
2025-08-05 13F Cherry Tree Wealth Management, LLC 943 2,84 40 11,11
2025-08-11 13F Pinnacle Wealth Planning Services, Inc. 93 790 5,03 4 009 14,03
2025-07-25 13F SPC Financial, Inc. 84 213 2,42 3 599 11,18
2025-08-19 13F Asset Dedication, LLC 89 121 -0,01 3 809 8,55
2025-08-18 13F Front Row Advisors LLC 311 0,00 13 8,33
2025-08-06 13F Financial Advisory Corp /ut/ /adv 22 281 -0,04 1
2025-08-12 13F WealthTrak Capital Management LLC 140 565 7,71 6 008 16,94
2025-07-21 13F Synergy Financial Management, LLC 5 700 244
2025-07-02 13F Howard Financial Services, Ltd. 0 -100,00 0
2025-07-22 13F Capital Advisors Inc/ok 416 459 3 503,21 17 799 3 811,87
2025-07-08 13F Boltwood Capital Management 112 240 0,47 4 797 9,07
2025-04-15 13F Noble Wealth Management PBC 70 0,00 3 0,00
2025-08-13 13F BlackDiamond Wealth Management Inc. 10 678 0,74 458 7,03
2025-07-31 13F Sage Mountain Advisors LLC 370 0,00 16 7,14
2025-08-14 13F Sunbelt Securities, Inc. 174 0,00 7 0,00
2025-07-21 13F Ameritas Advisory Services, LLC 2 350 100
2025-05-12 13F Capital Planning Advisors, LLC 0 -100,00 0
2025-07-14 13F Capital CS Group, LLC 5 850 -2,78 250 5,93
2025-08-06 13F Atlantic Union Bankshares Corp 4 892 209
2025-07-30 13F Bogart Wealth, LLC 3 621 0,00 155 8,45
2025-08-13 13F M&t Bank Corp 49 541 -2,35 2 117 6,01
2025-07-30 13F Black Diamond Financial, LLC 0 -100,00 0
2025-08-13 13F West Wealth Group, LLC 358 412 60,07 15 595 76,18
2025-08-07 13F Accent Capital Management, LLC 400 0,00 17 13,33
2025-07-29 13F Kraft, Davis & Associates, LLC 26 857 -65,89 1 170 -61,32
2025-08-12 13F Kohmann Bosshard Financial Services, LLC 44 904 -3,80 1 919 4,46
2025-08-11 13F WPG Advisers, LLC 274 25,11 12 37,50
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