Institutional and Fund Ownership - Buyers
Major holders that have opened new positions in iShares U.S. ETF Trust - iShares Ultra Short Duration Bond Active ETF include MY Wealth Management Inc., Semitam Bonam Llc, Bailard, Inc., Rps Advisory Solutions Llc, Global Wealth Management Investment Advisory, Inc., Arista Wealth Management, LLC, Everett Harris & Co /ca/, Park Place Capital Corp, Impact Partnership Wealth, LLC, Sovran Advisors, LLC, BlueChip Wealth Advisors LLC, XTX Topco Ltd, BridgePort Financial Solutions, LLC, Wealthspan Partners, Llc, Traub Capital Management LLC, Investor's Fiduciary Advisor Network, LLC, Kraft, Davis & Associates, LLC, Wetzel Investment Advisors, Inc., Bulwark Capital Corp, and Mpwm Advisory Solutions, Llc .
This page shows changes in the ownership structure by listing institutions, funds, and major shareholders that have increased their holdings or opened new positions in the last reporting period. Green rows indicate new positions. Click the link icon to see the full transaction history.
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| File Date | Source | Investor | Type | Avg Price (Est) |
Shares | Δ Shares (%) |
Reported Value ($1000) |
Δ Value (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-08 | 13F | Kane Investment Management, Inc. | 38,833 | 665.18 | 1,969 | 666.15 | ||||
| 2025-07-25 | 13F | LRI Investments, LLC | 151 | 8 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 20,812 | 130.53 | 1,055 | 130.85 | ||||
| 2025-08-13 | 13F | Parkworth Wealth Management, Inc. | 68,411 | 18.63 | 3,469 | 18.68 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 81,758 | 3.34 | 4,146 | 3.34 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 41,586 | 0.15 | 2,109 | 0.14 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 41,434 | 729.84 | 2,101 | 730.43 | ||||
| 2025-04-28 | 13F | Pinnacle Financial Partners Inc | 165,722 | 1.41 | 8,402 | 1.95 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 32,626 | 6.42 | 1,654 | 6.44 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 7,060 | 31.72 | 358 | 32.10 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 18,862 | 27.17 | 954 | 26.90 | ||||
| 2025-07-22 | 13F | Mascoma Wealth Management LLC | 10,952 | 0.03 | 555 | 0.00 | ||||
| 2025-08-13 | 13F | RFP Financial Group LLC | 84,807 | 5.18 | 4,301 | 5.21 | ||||
| 2025-07-17 | 13F | Applied Capital LLC | 11,153 | 20.02 | 566 | 19.96 | ||||
| 2025-08-04 | 13F | REDW Wealth LLC | 10,529 | 8.31 | 534 | 8.33 | ||||
| 2025-08-14 | 13F | Vista Investment Management | 47,603 | 4.65 | 2,414 | 4.64 | ||||
| 2025-07-16 | 13F | MBE Wealth Management, LLC | 9,841 | 499 | ||||||
| 2025-07-30 | 13F | Brookstone Capital Management | 51,366 | 33.14 | 2,605 | 33.13 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 75,854 | 294.09 | 3,847 | 294.46 | ||||
| 2025-07-23 | 13F | Elevate Wealth Advisory, Inc | 15,418 | 18.45 | 782 | 18.51 | ||||
| 2025-07-18 | 13F/A | MJT & Associates Financial Advisory Group, Inc. | 613 | 136.68 | 31 | 138.46 | ||||
| 2025-08-06 | 13F | Summit Wealth Group, LLC | 127,579 | 13.78 | 6 | 20.00 | ||||
| 2025-07-22 | 13F | BridgePort Financial Solutions, LLC | 6,772 | 343 | ||||||
| 2025-07-25 | 13F | BCR Wealth Strategies, LLC | 73,142 | 2.51 | 4 | 0.00 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 9,142 | 63.78 | 464 | 63.60 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 116,752 | 20.06 | 5,920 | 20.08 | ||||
| 2025-04-28 | 13F | Boulder Wealth Advisors, LLC | 210,213 | 58.07 | 10,658 | 58.92 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 476,468 | 14.35 | 24,162 | 14.38 | ||||
| 2025-07-23 | 13F | Country Club Bank /gfn | 20,367 | 6.48 | 1,033 | 6.61 | ||||
| 2025-07-09 | 13F | Sandy Cove Advisors, LLC | 15,983 | 16.33 | 810 | 16.38 | ||||
| 2025-07-23 | 13F | Bellevue Asset Management, Llc | 36 | 2.86 | 2 | 0.00 | ||||
| 2025-05-13 | 13F | Watts Gwilliam & Co., LLC | 69,666 | 9.65 | 3,532 | 10.10 | ||||
| 2025-07-09 | 13F | Burt Wealth Advisors | 18,358 | 931 | ||||||
| 2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 13,571 | 688 | ||||||
| 2025-07-14 | 13F | Matrix Trust Co | 11,485 | 17.49 | 1 | |||||
| 2025-08-08 | 13F | Avalon Trust Co | 4,097 | 39.97 | 208 | 39.86 | ||||
| 2025-08-01 | 13F | Zhang Financial LLC | 73,512 | 61.19 | 3,728 | 61.20 | ||||
| 2025-08-13 | 13F | Crabel Capital Management, LLC | 4,087 | 207 | ||||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 79,027 | 1.15 | 4,007 | 1.19 | ||||
| 2025-07-09 | 13F | Market Street Wealth Management Advisors Llc | 11,349 | 1.12 | 576 | 1.05 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 40,011 | 2 | ||||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 225,920 | 28.53 | 11,456 | 28.56 | ||||
| 2025-07-24 | 13F | Galvin, Gaustad & Stein, LLC | 131,784 | 65.75 | 6,683 | 65.77 | ||||
| 2025-07-15 | 13F | StoneCrest Wealth Management, Inc. | 46,782 | 18.41 | 2,372 | 18.42 | ||||
| 2025-07-29 | 13F | Kraft, Davis & Associates, LLC | 4,525 | 229 | ||||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 417,592 | 21,176 | ||||||
| 2025-07-29 | 13F | Tradewinds Capital Management, LLC | 22,748 | 1.16 | 1,154 | 1.14 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 38,441 | 2.16 | 1,949 | 2.20 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 16,983 | 1.99 | 861 | 2.01 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 41,635 | 24.31 | 2,111 | 24.32 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 2,427 | 123 | ||||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 10,746 | 81.46 | 545 | 82.55 | ||||
| 2025-07-22 | 13F | Global Strategic Investment Solutions, LLC | 350,836 | 10.30 | 17,791 | 10.32 | ||||
| 2025-07-23 | 13F | Fortis Advisors, LLC | 8,628 | 1.15 | 438 | 1.16 | ||||
| 2025-07-17 | 13F | Park Place Capital Corp | 15,983 | 807 | ||||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 43,535 | 46.21 | 2,208 | 46.26 | ||||
| 2025-08-14 | 13F | Coyle Financial Counsel LLC | 12,361 | 8.12 | 627 | 8.12 | ||||
| 2025-07-29 | 13F | Semitam Bonam Llc | 84,034 | 4,261 | ||||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 5,401 | 8.02 | 273 | 7.94 | ||||
| 2025-08-11 | 13F | Bell Investment Advisors, Inc | 328 | 1.23 | 17 | 0.00 | ||||
| 2025-08-14 | 13F | Sand Hill Global Advisors, LLC | 995,869 | 157.23 | 50,501 | 157.29 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 99,128 | 1,235.96 | 5,027 | 1,236.70 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 31,738 | 1,609 | ||||||
| 2025-08-06 | 13F | Valtinson Bruner Financial Planning LLC | 767,895 | 9.61 | 38,940 | 9.63 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 397,918 | 28.96 | 20 | 33.33 | ||||
| 2025-08-07 | 13F | Guidance Capital, Inc | 177,556 | 1.35 | 8,976 | 1.47 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 40,114 | 592.93 | 2,034 | 598.97 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 642,447 | 2.58 | 32,580 | 2.60 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 3,128 | 0.55 | 159 | 0.64 | ||||
| 2025-08-15 | 13F | Howland Capital Management Llc | 70,298 | 2.27 | 3,565 | 2.30 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 22,103 | 0.63 | 1,121 | 0.63 | ||||
| 2025-07-18 | 13F | Wetzel Investment Advisors, Inc. | 4,440 | 225 | ||||||
| 2025-08-14 | 13F | Advisor OS, LLC | 144,692 | 12.29 | 7,337 | 12.31 | ||||
| 2025-08-13 | 13F | Advocacy Wealth Management Services, LLC | 110,032 | 7.82 | 5,580 | 7.83 | ||||
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 74,145 | 1.69 | 3,760 | 1.70 | ||||
| 2025-07-14 | 13F | Legacy Capital Group California, Inc. | 6,629 | 0.71 | 336 | 0.90 | ||||
| 2025-07-30 | 13F | Clune & Associates, Ltd. | 21,432 | 44.13 | 1,087 | 44.22 | ||||
| 2025-07-16 | 13F | Exeter Financial, LLC | 181,336 | 2.82 | 9,196 | 2.84 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 87,683 | 10.25 | 4,446 | 10.27 | ||||
| 2025-08-05 | 13F | Snider Financial Group | 159,612 | 0.89 | 8,094 | 0.90 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 538,689 | 35,223.87 | 27,317 | 35,375.32 | ||||
| 2025-08-12 | 13F | XTX Topco Ltd | 7,058 | 358 | ||||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 159,354 | 23.53 | 8,081 | 23.55 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 9,435 | 0.29 | 478 | 0.21 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 214,653 | 15.90 | 11 | 11.11 | ||||
| 2025-08-07 | 13F | Argent Advisors, Inc. | 8,367 | 23.44 | 424 | 23.62 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 122,088 | 44.32 | 6,191 | 44.45 | ||||
| 2025-07-08 | 13F | Madison Park Capital Advisors, LLC | 15,969 | 56.70 | 810 | 56.78 | ||||
| 2025-07-10 | 13F | Charter Oak Capital Management, LLC | 7,340 | 7.14 | 372 | 7.20 | ||||
| 2025-08-08 | 13F | Thrive Capital Management, LLC | 34,087 | 1,729 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 304,095 | 0.08 | 15,421 | 0.10 | ||||
| 2025-08-04 | 13F | Impact Partnership Wealth, LLC | 11,953 | 606 | ||||||
| 2025-08-13 | 13F | Vertex Planning Partners, LLC | 46,633 | 4.63 | 2,365 | 4.65 | ||||
| 2025-07-30 | NP | FAUDX - Strategic Advisers Short Duration Fund This fund is a listed as child fund of Fmr Llc 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 | 2,694,174 | 10,748.73 | 136,514 | 10,751.59 | ||||
| 2025-07-29 | 13F | Ifrah Financial Services, Inc. | 38,862 | 0.54 | 1,971 | 0.56 | ||||
| 2025-08-06 | 13F | Able Wealth Management LLC | 38,714 | 76.33 | 1,963 | 76.37 | ||||
| 2025-08-07 | 13F | PFG Advisors | 8,400 | 426 | ||||||
| 2025-08-11 | 13F | Edgemoor Investment Advisors, Inc. | 234,465 | 1.79 | 11,890 | 1.81 | ||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 3,995 | 0.86 | 203 | 1.00 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 10,709 | 541 | ||||||
| 2025-08-07 | 13F | Nwam Llc | 4,293 | 0.44 | 218 | 0.46 | ||||
| 2025-08-14 | 13F | UBS Group AG | 3,552,462 | 5.46 | 180,145 | 5.48 | ||||
| 2025-08-14 | 13F | Fmr Llc | 5,640,733 | 49.73 | 286,042 | 49.76 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 8,723 | 13.76 | 442 | 13.92 | ||||
| 2025-08-08 | 13F | Bailard, Inc. | 54,660 | 2,772 | ||||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 6,238 | 1.10 | 316 | 1.28 | ||||
| 2025-08-11 | 13F | Retirement Capital Strategies | 48,350 | 2,452 | ||||||
| 2025-07-14 | 13F | Foster Group, Inc. | 922,202 | 10.41 | 46,765 | 10.43 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 10,811 | 0.60 | 548 | 0.74 | ||||
| 2025-07-07 | 13F | General Partner, Inc. | 157,260 | 57.17 | 7,975 | 57.19 | ||||
| 2025-08-08 | 13F | Condor Capital Management | 7,286 | 1.05 | 369 | 1.10 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 22,955 | 98.74 | 1 | |||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 55,951 | 408.09 | 2,837 | 408.42 | ||||
| 2025-07-09 | 13F | Bulwark Capital Corp | 2,605 | 132 | ||||||
| 2025-08-13 | 13F | Avestar Capital, LLC | 407,352 | 8.22 | 20,657 | 8.24 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 300,046 | 47.17 | 15,215 | 47.20 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1,003,443 | 18.09 | 50,885 | 18.12 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 13,774 | 26.82 | 698 | 26.91 | ||||
| 2025-08-01 | 13F | Integral Investment Advisors, Inc. | 59,657 | 10.29 | 3,025 | 10.32 | ||||
| 2025-08-06 | 13F | Rps Advisory Solutions Llc | 43,135 | 2,187 | ||||||
| 2025-08-12 | 13F | Bokf, Na | 295,935 | 15.32 | 15,007 | 15.34 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 20,827 | 0.09 | 1,056 | 0.19 | ||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 12,227 | 1.76 | 620 | 1.81 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 1,615,686 | 97.62 | 81,931 | 97.66 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 9,176 | 1,664.62 | 465 | 1,688.46 | ||||
| 2025-08-14 | 13F | Talon Private Wealth, LLC | 34,758 | 74.05 | 1,763 | 74.11 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 138,336 | 17.25 | 7,015 | 17.29 | ||||
| 2025-07-31 | 13F | Forte Asset Management Llc | 101,665 | 20.09 | 5,155 | 20.11 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 73,721 | 114.71 | 3,738 | 114.83 | ||||
| 2025-08-12 | 13F | Cynosure Management, Llc | 447,247 | 1.76 | 22,680 | 1.78 | ||||
| 2025-08-11 | 13F | Traub Capital Management LLC | 5,059 | 257 | ||||||
| 2025-08-04 | 13F | Roble, Belko & Company, Inc | 372,968 | 7.69 | 19 | 5.88 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 2,429 | 114.77 | 123 | 115.79 | ||||
| 2025-08-07 | 13F | Global Wealth Management Investment Advisory, Inc. | 31,378 | 1,591 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 171,935 | 5.07 | 8,719 | 5.09 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 2,043 | 40.90 | 104 | 41.10 | ||||
| 2025-08-04 | 13F | WNY Asset Management, LLC | 8,929 | 12.57 | 453 | 12.44 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 813 | 41 | ||||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 619 | 1.14 | 31 | 3.33 | ||||
| 2025-08-14 | 13F | Amussen Hunsaker Associates Llc | 817,442 | 19.30 | 41,452 | 19.32 | ||||
| 2025-07-28 | 13F | CGC Financial Services, LLC | 11,211 | 0.13 | 569 | 0.18 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 204,602 | 52.03 | 10,375 | 52.89 | ||||
| 2025-08-12 | 13F | Wealthbridge Capital Management, Llc | 86,707 | 4.29 | 4,397 | 4.29 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 89,540 | 10.42 | 4,541 | 10.44 | ||||
| 2025-07-25 | 13F | Wealth Architects, LLC | 89,495 | 75.73 | 4,538 | 75.76 | ||||
| 2025-08-08 | 13F | Everett Harris & Co /ca/ | 20,000 | 1,014 | ||||||
| 2025-08-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 4,677 | 0 | ||||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 79,397 | 17.28 | 4,025 | 19.65 | ||||
| 2025-07-23 | 13F | Winthrop Advisory Group LLC | 1,198,040 | 5.64 | 60,753 | 5.66 | ||||
| 2025-07-10 | 13F | HF Advisory Group, LLC | 4,401 | 1.10 | 223 | 1.36 | ||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 164,824 | 54.32 | 8,340 | 54.03 | ||||
| 2025-07-29 | 13F | Vista Finance, Llc | 29,026 | 0.33 | 1,472 | 0.34 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 55,346 | 0.92 | 2,807 | 0.94 | ||||
| 2025-07-28 | 13F | Wealthspan Partners, Llc | 5,594 | 284 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 39,818 | 13.26 | 2,019 | 13.30 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 78,209 | 2.05 | 3,966 | 2.06 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 19,355 | 21.73 | 982 | 21.71 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 42,370 | 5.35 | 2,149 | 5.35 | ||||
| 2025-07-14 | 13F | MY Wealth Management Inc. | 183,200 | 9,290 | ||||||
| 2025-07-11 | 13F | LongView Wealth Management | 119,221 | 0.31 | 6,046 | 0.33 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 1,589 | 2.58 | 81 | 2.56 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 20,739 | 27.48 | 1,052 | 28.01 | ||||
| 2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 60,251 | 18.24 | 3,055 | 18.27 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 54,903 | 31.99 | 2,784 | 32.76 | ||||
| 2025-07-23 | 13F | Heck Capital Advisors, LLC | 7,627 | 31.93 | 387 | 31.74 | ||||
| 2025-07-29 | 13F | Arista Wealth Management, LLC | 21,801 | 1,106 | ||||||
| 2025-08-13 | 13F | Cheviot Value Management, LLC | 0 | 0 | ||||||
| 2025-07-28 | 13F | WJ Wealth Management, LLC | 218,419 | 804.16 | 11,076 | 804.90 | ||||
| 2025-08-07 | 13F | Guardian Partners Inc. | 6,745 | 2.27 | 341 | 2.10 | ||||
| 2025-08-11 | 13F | Lowe Brockenbrough & Co Inc | 1,107 | 56 | ||||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 123 | 6 | ||||||
| 2025-07-09 | 13F | Searcy Financial Services Inc /adv | 9,297 | 0.61 | 471 | 0.64 | ||||
| 2025-07-17 | 13F | Tempus Wealth Planning, LLC | 80,611 | 1.57 | 4,088 | 1.59 | ||||
| 2025-07-15 | 13F | Regatta Capital Group, Llc | 14,107 | 13.44 | 715 | 13.49 | ||||
| 2025-07-24 | 13F | Costello Asset Management, INC | 514 | 0.98 | 26 | 4.00 | ||||
| 2025-07-30 | 13F | Capital Wealth Alliance, LLC | 32,840 | 25.34 | 1,665 | 25.38 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 10,747 | 545 | ||||||
| 2025-07-17 | 13F | Sage Rhino Capital Llc | 5,353 | 0.09 | 271 | 0.00 | ||||
| 2025-07-14 | 13F | McGlone Suttner Wealth Management, Inc. | 4,527 | 0.02 | 230 | 0.00 | ||||
| 2025-07-30 | 13F | BlueChip Wealth Advisors LLC | 7,400 | 375 | ||||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 2,795 | 11.80 | 142 | 11.90 | ||||
| 2025-08-13 | 13F | Acorns Advisers, LLC | 975,055 | 0.41 | 49 | 0.00 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 4,864 | 91.19 | 247 | 92.19 | ||||
| 2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 42,236 | 5.26 | 2 | 0.00 | ||||
| 2025-07-24 | 13F | MSH Capital Advisors LLC | 58,158 | 3.52 | 2,949 | 3.55 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 86,232 | 12.55 | 4,373 | 13.18 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 40,986 | 14.44 | 2,078 | 14.49 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 2,429,384 | 19.87 | 123,194 | 19.89 | ||||
| 2025-08-06 | 13F | Cannon Financial Strategists, Inc. | 35,917 | 20.32 | 1,821 | 20.36 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 13,929 | 706 | ||||||
| 2025-08-06 | 13F | ZEGA Investments, LLC | 32,653 | 41.46 | 1,656 | 41.45 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 114,896 | 5.09 | 5,819 | 5.34 | ||||
| 2025-08-11 | 13F | Plum Street Advisors, LLC | 75,338 | 6.53 | 3,820 | 6.56 | ||||
| 2025-07-24 | 13F | Comprehensive Money Management Services LLC | 52,004 | 6.58 | 2,637 | 6.63 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 14,342 | 42.10 | 727 | 42.27 | ||||
| 2025-07-14 | 13F | Southland Equity Partners LLC | 11,793 | 0.03 | 598 | 0.17 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 206,068 | 10,450 | ||||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 31,545 | 55.56 | 1,600 | 55.54 | ||||
| 2025-07-25 | 13F | Cerro Pacific Wealth Advisors LLC | 104,609 | 29.90 | 5,305 | 30.61 | ||||
| 2025-08-12 | 13F | Landing Point Financial Group, LLC | 269,060 | 1,776.55 | 13,644 | 1,779.34 | ||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 2,197 | 111 | ||||||
| 2025-07-09 | 13F | Krilogy Financial LLC | 37,645 | 1,909 | ||||||
| 2025-07-15 | 13F | Sheets Smith Wealth Management | 42,406 | 1.54 | 2,150 | 1.56 | ||||
| 2025-08-06 | 13F | Round Rock Advisors, LLC | 15,800 | 4.93 | 801 | 4.98 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 194,733 | 146.69 | 9,877 | 146.80 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 343,561 | 12.96 | 17 | 13.33 | ||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 8,422 | 2.74 | 427 | 2.89 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 62,337 | 31.73 | 3,161 | 31.76 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 258,528 | 251.90 | 13,110 | 251.95 | ||||
| 2025-08-14 | 13F | Comerica Bank | 6,709 | 57.27 | 340 | 57.41 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 27,815 | 21.53 | 1,410 | 21.66 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 265,926 | 2.24 | 13,485 | 2.26 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 3,994,163 | 16.36 | 202,544 | 16.39 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 605,224 | 39.04 | 30,667 | 39.15 | ||||
| 2025-08-07 | 13F | Tilson Financial Group, Inc. | 11,430 | 1.16 | 1 | |||||
| 2025-05-06 | 13F | WT Wealth Management | 68,144 | 97.89 | 3,455 | 98.96 | ||||
| 2025-08-01 | 13F | Schmidt P J Investment Management Inc | 12,494 | 31.34 | 634 | 31.33 | ||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 53,038 | 14.05 | 2,690 | 14.09 | ||||
| 2025-08-07 | 13F | Panoramic Investment Advisors, Llc | 79,084 | 63.19 | 4,010 | 63.27 | ||||
| 2025-08-08 | 13F | Empower Advisory Group, LLC | 4,344 | 5.59 | 220 | 5.77 |
