Institutional and Fund Ownership - Buyers
Major holders that have opened new positions in iShares Trust - iShares U.S. Financials ETF include Sagespring Wealth Partners, Llc, Principal Financial Group Inc, SPC Financial, Inc., Horizon Wealth Management, LLC, Prasad Wealth Partners, LLC, Zurich Insurance Group Ltd/FI, USA Financial Portformulas Corp, Unique Wealth, Llc, Kennicott Capital Management Llc, Nvest Financial, LLC, Lee Johnson Capital Management, Llc, Genesee Capital Advisors, LLC, Quadrant Private Wealth Management, LLC, Outlook Wealth Advisors, LLC, Lifestyle Asset Management, Inc., Foundations Investment Advisors, LLC, Cyndeo Wealth Partners, LLC, Quartz Partners, LLC, Gallagher Capital Advisors, LLC, and Liberty Wealth Management 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. | 1,682 | 204 | ||||||
| 2025-07-18 | 13F | USA Financial Portformulas Corp | 29,559 | 3,576 | ||||||
| 2025-08-13 | 13F | Financial Freedom, LLC | 9,511 | 46.08 | 1,151 | 56.68 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 47,569 | 9.52 | 5,755 | 17.43 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 4,783 | 3.04 | 579 | 10.52 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 12,203 | 0.56 | 1,476 | 7.82 | ||||
| 2025-08-01 | 13F | Liberty Wealth Management Llc | 5,920 | 716 | ||||||
| 2025-08-04 | 13F | Assetmark, Inc | 518 | 63 | ||||||
| 2025-08-08 | 13F | Principal Financial Group Inc | 194,537 | 23,537 | ||||||
| 2025-08-28 | NP | TFAQX - TFA Quantitative Fund Class I | 5,360 | 18.32 | 649 | 26.81 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 95,481 | 35.25 | 11,553 | 44.99 | ||||
| 2025-07-25 | 13F | Prostatis Group LLC | 38,957 | 36.96 | 4,713 | 46.82 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 15,058 | 0.27 | 1,822 | 6.93 | ||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 2,960 | 9.79 | 358 | 17.76 | ||||
| 2025-08-14 | 13F | Tudor Financial Inc. | 1,885 | 228 | ||||||
| 2025-08-08 | 13F | WP Advisors, LLC | 1,920 | 0.31 | 232 | 7.91 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 7,830 | 14.81 | 947 | 23.15 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 165,814 | 0.96 | 20,062 | 8.24 | ||||
| 2025-07-23 | 13F | Bellevue Asset Management, Llc | 2,979 | 0.03 | 360 | 7.14 | ||||
| 2025-07-28 | 13F | Essex LLC | 13,323 | 24.26 | 1,612 | 33.22 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 1,124 | 0.36 | 136 | 7.14 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 36,139 | 0.69 | 4,375 | 8.00 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 47,210 | 12.23 | 5,712 | 20.31 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 118,170 | 1.25 | 14 | 7.69 | ||||
| 2025-07-09 | 13F | Lifestyle Asset Management, Inc. | 8,236 | 996 | ||||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 8,829 | 32.75 | 1,068 | 42.40 | ||||
| 2025-08-08 | 13F | Biondo Investment Advisors, LLC | 6,135 | 2.85 | 742 | 10.25 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 184,812 | 8.35 | 22,359 | 16.17 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 23,900 | 2,892 | ||||||
| 2025-08-13 | 13F | Schroder Investment Management Group | 143,300 | 154.54 | 17,195 | 173.48 | ||||
| 2025-07-11 | 13F | Wealth Management Partners, LLC | 9,143 | 0.47 | 1,114 | 8.48 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 27,678 | 570.66 | 3,349 | 620.00 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 4,332 | 110.91 | 524 | 126.84 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 3,943 | 94.52 | 0 | |||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 10 | 1 | ||||||
| 2025-07-29 | 13F | Empirical Asset Management, LLC | 6,466 | 0.08 | 782 | 7.27 | ||||
| 2025-08-12 | 13F | Boreal Capital Management LLC | 858 | 104 | ||||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 420 | 6.33 | 51 | 13.64 | ||||
| 2025-07-22 | 13F | Team Financial Group, LLC | 552 | 67 | ||||||
| 2025-07-31 | 13F | Trademark Financial Management, LLC | 13,107 | 283.58 | 1,586 | 311.69 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 4,390 | 39.90 | 531 | 51.71 | ||||
| 2025-07-09 | 13F | Fiduciary Alliance LLC | 1,997 | 0.30 | 242 | 7.59 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 8,114 | 112.63 | 982 | 128.14 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 2,345 | 42.67 | ||||||
| 2025-08-13 | 13F | Safe Harbor Fiduciary, LLC | 3,323 | 15,723.81 | 402 | 20,000.00 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-07 | 13F | Fountainhead AM, LLC | 4,111 | 497 | ||||||
| 2025-08-14 | 13F | Cubist Systematic Strategies, LLC | 4,324 | 523 | ||||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 6,265 | 65.83 | 758 | 77.93 | ||||
| 2025-08-04 | 13F | Wealth Management Associates, Inc. | 6,951 | 2.90 | 841 | 10.37 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 1,791 | 21.01 | 217 | 29.34 | ||||
| 2025-07-29 | 13F | Balboa Wealth Partners | 21,678 | 2,623 | ||||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 10,485 | 7.99 | 1,269 | 15.80 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 1,517,255 | 8.23 | 183,573 | 16.03 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 1,819 | 220 | ||||||
| 2025-07-08 | 13F | Advance Capital Management, Inc. | 1,662 | 201 | ||||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 8,056 | 17.55 | 975 | 26.00 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 3,290 | 25.19 | 398 | 34.46 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 10,230 | 10.89 | 1,238 | 19.06 | ||||
| 2025-08-13 | 13F | Navis Wealth Advisors, LLC | 11,343 | 0.32 | 1,372 | 7.52 | ||||
| 2025-07-29 | 13F | Fundamentun, Llc | 5,813 | 2.54 | 703 | 10.02 | ||||
| 2025-08-12 | 13F | GDS Wealth Management | 4,888 | 5.14 | 591 | 12.79 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 9,111 | 1,102 | ||||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 5,112 | 15.55 | 619 | 25.10 | ||||
| 2025-08-13 | 13F | Gamco Investors, Inc. Et Al | 4,715 | 570 | ||||||
| 2025-04-15 | 13F | Transform Wealth, LLC | 26,476 | 2,988 | ||||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 91,004 | 1,871.06 | 11,116 | 2,037.69 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 1,095 | 3.11 | 132 | 13.79 | ||||
| 2025-08-18 | 13F | Tyler-Stone Wealth Management | 5,079 | 0.18 | 614 | 7.34 | ||||
| 2025-07-25 | 13F | Commonwealth Financial Services, LLC | 4,453 | 0.04 | 539 | 7.17 | ||||
| 2025-08-14 | 13F | Vivaldi Capital Management, LLC | 2,769 | 3.63 | 335 | 11.30 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 636 | 0.32 | 77 | 7.04 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 10,368 | 0.25 | 1,254 | 7.46 | ||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 3,181 | 2.55 | 385 | 9.71 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 3,245 | 256.20 | 0 | |||||
| 2025-07-24 | 13F | Blair William & Co/il | 13,012 | 14.12 | 1,574 | 22.40 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 9,857 | 94.34 | 1,193 | 108.39 | ||||
| 2025-08-11 | 13F | Outlook Wealth Advisors, LLC | 10,312 | 1,248 | ||||||
| 2025-08-11 | 13F | Somerset Group LLC | 24,754 | 3.32 | 2,995 | 10.77 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 16,776 | 3.42 | 2,030 | 10.87 | ||||
| 2025-07-16 | 13F | Magnus Financial Group LLC | 197,514 | 1.01 | 23,897 | 8.30 | ||||
| 2025-08-12 | 13F | Picton Mahoney Asset Management | 1,100 | 10.00 | 0 | |||||
| 2025-07-30 | 13F | TFB Advisors LLC | 1,720 | 208 | ||||||
| 2025-07-22 | 13F | Unique Wealth, Llc | 23,099 | 2,795 | ||||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 4,176 | 0.34 | 505 | 7.68 | ||||
| 2025-07-28 | 13F | Triton Wealth Management, PLLC | 3,638 | 450 | ||||||
| 2025-05-09 | 13F | Delta Financial Group, Inc. | 5,662 | 5.01 | 1 | |||||
| 2025-08-13 | 13F | Virtue Capital Management, LLC | 8,952 | 35.86 | 1,083 | 45.76 | ||||
| 2025-08-07 | 13F | Cascade Financial Partners, LLC | 4,995 | 604 | ||||||
| 2025-07-21 | 13F | Creative Capital Management Investments LLC | 109 | 13 | ||||||
| 2025-07-25 | 13F | Genesee Capital Advisors, LLC | 12,020 | 1,454 | ||||||
| 2025-08-14 | 13F | BTG Pactual Asset Management US LLC | 1,108 | 134 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 45,763 | 3.53 | 5,537 | 10.99 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 7,560 | 0.11 | 915 | 7.28 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 29,722 | 252.41 | 3,594 | 277.81 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 14,708 | 21.22 | 1,780 | 29.95 | ||||
| 2025-08-12 | 13F | XTX Topco Ltd | 1,977 | 239 | ||||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 699 | 0.29 | 85 | 7.69 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 17,405 | 4.10 | 2,106 | 11.61 | ||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 19,722 | 0.20 | 2,386 | 7.43 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 1,454 | 1.04 | 176 | 8.64 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 190,665 | 3.54 | 23,085 | 11.00 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 343,215 | 287.93 | 41,526 | 315.92 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 66,586 | 18.75 | 7,990 | 27.58 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 2,557 | 33.73 | 309 | 43.72 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 705 | 106.74 | 85 | 123.68 | ||||
| 2025-07-16 | 13F | Cadent Capital Advisors, LLC | 19,438 | 2,352 | ||||||
| 2025-08-11 | 13F | Banque Cantonale Vaudoise | 1,555 | 0 | ||||||
| 2025-07-08 | 13F | Atlas Brown,Inc. | 3,315 | 0.30 | 401 | 7.80 | ||||
| 2025-08-14 | 13F | Zurich Insurance Group Ltd/FI | 50,250 | 6,122 | ||||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 4,059 | 491 | ||||||
| 2025-08-20 | 13F | Forefront Wealth Partners, LLC | 3,058 | 364 | ||||||
| 2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 5,064 | 86.59 | 613 | 126.67 | ||||
| 2025-08-05 | 13F | Freestone Capital Holdings, LLC | 1,702 | 206 | ||||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 25,311 | 1,248.48 | 3,062 | 1,351.18 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 127,302 | 13.87 | 15,402 | 22.08 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 197,771 | 5.29 | 23,928 | 12.89 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 15,687 | 189.96 | 1,898 | 210.98 | ||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 221,240 | 26,768 | ||||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 2,326 | 4.35 | 281 | 27.15 | ||||
| 2025-08-14 | 13F | Millennium Management Llc | 4,153 | 502 | ||||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 6,585 | 797 | ||||||
| 2025-07-25 | 13F | waypoint wealth counsel | 2,215 | 0.36 | 268 | 7.23 | ||||
| 2025-07-23 | 13F | Independent Solutions Wealth Management, LLC | 2,226 | 10.47 | 269 | 18.50 | ||||
| 2025-08-04 | 13F | Horizon Wealth Management, LLC | 110,892 | 13,417 | ||||||
| 2025-08-06 | 13F | Quadrant Private Wealth Management, LLC | 11,003 | 1,331 | ||||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 8,395 | 17.58 | 1,016 | 26.09 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 16,599 | 208.93 | 2,008 | 231.35 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 1,808 | 5.98 | 220 | 14.06 | ||||
| 2025-07-16 | 13F | Kennicott Capital Management Llc | 16,428 | 1,988 | ||||||
| 2025-08-14 | 13F | Colony Group, LLC | 2,238 | 6.93 | 271 | 14.41 | ||||
| 2025-07-09 | 13F | WealthCare Investment Partners, LLC | 20,314 | 1.16 | 2,498 | 20.73 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 14,631 | 32.70 | 1,756 | 42.57 | ||||
| 2025-07-14 | 13F | Whitener Capital Management, Inc. | 5,513 | 11.49 | 667 | 19.53 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 162,049 | 18.31 | 19,606 | 26.85 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 1,745 | 211 | ||||||
| 2025-07-25 | 13F | SPC Financial, Inc. | 152,659 | 18,470 | ||||||
| 2025-08-06 | 13F | Csenge Advisory Group | 6,305 | 2.34 | 732 | 12.63 | ||||
| 2025-07-09 | 13F | Summit Financial Consulting LLC | 53,425 | 0.87 | 6,464 | 8.15 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 6,671 | 807 | ||||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 332 | 8.85 | 40 | 17.65 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 3,079 | 6.36 | 373 | 14.11 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 5,235 | 0.48 | 633 | 7.84 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 29,721 | 2.31 | 3,596 | 9.67 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 5,516 | 0.91 | 667 | 8.28 | ||||
| 2025-08-13 | 13F | Pinkerton Retirement Specialists, LLC | 283,035 | 34,244 | ||||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 51,366 | 66.96 | 6,215 | 79.03 | ||||
| 2025-07-16 | 13F | Cahaba Wealth Management, Inc. | 3,162 | 2.53 | 383 | 10.09 | ||||
| 2025-08-18 | 13F | Wolverine Trading, Llc | 6,176 | 46.80 | 741 | 58.00 | ||||
| 2025-07-10 | 13F | HF Advisory Group, LLC | 6,770 | 3.63 | 819 | 11.13 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 701,987 | 1.90 | 84,933 | 9.25 | ||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 39,758 | 65.20 | 4,810 | 77.16 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 112,364 | 2.24 | 14 | 8.33 | ||||
| 2025-08-11 | 13F | Bradley Foster & Sargent Inc/ct | 5,337 | 646 | ||||||
| 2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 32,845 | 10.10 | 3,974 | 18.03 | ||||
| 2025-08-04 | 13F | Buck Wealth Strategies, LLC | 8,620 | 52.84 | 1,043 | 63.84 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 4,090 | 495 | ||||||
| 2025-08-14 | 13F | Summit Trail Advisors, Llc | 3,134 | 379 | ||||||
| 2025-07-31 | 13F | Gallagher Capital Advisors, LLC | 5,933 | 497 | ||||||
| 2025-08-04 | 13F | Atria Investments Llc | 20,702 | 34.63 | 2,505 | 44.32 | ||||
| 2025-07-23 | 13F | Castle Rock Wealth Management, LLC | 10,808 | 1,327 | ||||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 15,627 | 82,147.37 | 1,891 | 94,400.00 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 8,595 | 61.02 | 1,040 | 72.59 | ||||
| 2025-07-08 | 13F | Rise Advisors, LLC | 364 | 60.35 | 44 | 76.00 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 13,815 | 531.98 | 1,671 | 579.27 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 7,255 | 878 | ||||||
| 2025-07-28 | 13F | WJ Wealth Management, LLC | 2,280 | 276 | ||||||
| 2025-07-28 | 13F | Rik Saylor Financial, Inc. | 4,318 | 0.02 | 522 | 7.19 | ||||
| 2025-07-09 | 13F | Key Client Fiduciary Advisors, LLC | 2,988 | 0.34 | 362 | 7.44 | ||||
| 2025-07-24 | 13F | Game Plan Financial Advisors, LLC | 5,925 | 717 | ||||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 1,094 | 132 | ||||||
| 2025-05-02 | 13F | Napatree Capital Llc | 5,312 | 22.40 | 599 | 25.05 | ||||
| 2025-08-14 | 13F | Camarda Financial Advisors, LLC | 113,138 | 13,689 | ||||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 32,205 | 4.16 | 3,896 | 11.67 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 150 | 18 | ||||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 363,900 | 44,028 | ||||||
| 2025-07-23 | 13F | Prasad Wealth Partners, LLC | 68,017 | 8,229 | ||||||
| 2025-08-14 | 13F | Quartz Partners, LLC | 6,395 | 774 | ||||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 27,949 | 3 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 2,253 | 54.32 | 273 | 68.94 | ||||
| 2025-08-07 | 13F | Apeiron RIA LLC | 18,107 | 10.93 | 2,191 | 18.96 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 2,329 | 282 | ||||||
| 2025-07-16 | 13F | Signaturefd, Llc | 1,019 | 0.10 | 123 | 7.89 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 3,462 | 14.48 | 419 | 16.76 | ||||
| 2025-07-28 | 13F | Nvest Financial, LLC | 16,016 | 1,938 | ||||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 43 | 5 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 24,000 | 13.74 | 2,904 | 21.92 | |||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 46,800 | 1,070.00 | 5,662 | 1,155.43 | |||
| 2025-08-14 | 13F | Redwood Financial Network Corp | 5,231 | 2.03 | 633 | 9.34 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 7,512 | 0.79 | 908 | 8.10 | ||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 1,833,966 | 0.23 | 221,892 | 7.46 | ||||
| 2025-08-08 | 13F | Symphony Financial Services, Inc. | 1,659 | 201 | ||||||
| 2025-08-05 | 13F | Sigma Planning Corp | 10,415 | 1.63 | 1,260 | 9.00 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 114,788 | 32.00 | 13,888 | 41.53 | ||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 164,016 | 0.61 | 19,842 | 7.85 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 8,852 | 15.16 | 1,071 | 23.53 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 26,306 | 85.62 | 3,183 | 99.00 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 3,310 | 19.28 | 400 | 27.80 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 8,912 | 0.44 | 1 | 0.00 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 465 | 39.22 | 56 | 51.35 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 6,891 | 0.32 | 852 | 10.65 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 2,834 | 343 | ||||||
| 2025-07-24 | 13F | Verde Servicos Internacionais S.A. | 3,000 | 0 | ||||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 41,871 | 28.66 | 5,066 | 37.96 | ||||
| 2025-08-11 | 13F | Bellwether Advisors, LLC | 1 | 0 | ||||||
| 2025-07-17 | 13F | Lee Johnson Capital Management, Llc | 14,279 | 1,728 | ||||||
| 2025-08-08 | 13F | Empower Advisory Group, LLC | 2,085 | 16.42 | 252 | 24.75 | ||||
| 2025-08-14 | 13F | Fort Point Capital Partners LLC | 4,751 | 1.93 | 575 | 9.33 | ||||
| 2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 2,906 | 352 | ||||||
| 2025-08-06 | 13F | Kcm Investment Advisors Llc | 12,162 | 0.12 | 1,471 | 7.37 |
