Institutional and Fund Ownership - Sellers
This page shows institutions, funds, and major shareholders that have decreased holdings or closed their positions in their last reporting period. Red rows indicate closed positions. Click the link icon to see the full transaction history.
Upgradeto unlock premium data.
| File Date | Source | Investor | Type | Avg Price (Est) |
Shares | Δ Shares (%) |
Reported Value ($1000) |
Δ Value (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-13 | 13F | MONECO Advisors, LLC | 6,245 | -8.30 | 242 | 5.68 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 149,510 | -19.34 | 5,797 | -7.15 | ||||
| 2025-08-12 | 13F | Bedel Financial Consulting, Inc. | 123,178 | -0.64 | 4,776 | 6.75 | ||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 143,139 | -3.88 | 5,550 | 10.65 | ||||
| 2025-04-21 | 13F | Ronald Blue Trust, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 37,267 | -9.02 | 1,445 | 4.64 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 36,792 | -6.16 | 1,426 | 8.03 | ||||
| 2025-05-12 | 13F | Regal Investment Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 410,647 | -27.18 | 15,921 | -16.18 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | McKinley Carter Wealth Services, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 9,038 | -3.83 | 350 | 10.76 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 18,366 | -9.74 | 712 | 3.94 | ||||
| 2025-05-14 | 13F | Arizona PSPRS Trust | 0 | -100.00 | 0 | |||||
| 2025-08-26 | NP | EVAGX - The E-Valuator Aggressive Growth (85%-99%) RMS Fund Service Class Shares | 26,631 | -22.53 | 1,032 | -2.64 | ||||
| 2025-08-06 | 13F | Adviser Investments LLC | 21,560 | -27.82 | 836 | -17.00 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | AllGen Financial Advisors, Inc. | 82,865 | -55.02 | 3,213 | -48.23 | ||||
| 2025-07-18 | 13F | BSW Wealth Partners | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | RHS Financial, LLC | 45,685 | -46.82 | 1,771 | -38.78 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 25,227 | -45.80 | 1 | -100.00 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 236,916 | -1.39 | 9 | 12.50 | ||||
| 2025-08-14 | 13F | Certified Advisory Corp | 30,948 | -12.06 | 1,200 | 1.18 | ||||
| 2025-07-16 | 13F | TCI Wealth Advisors, Inc. | 10,617 | -11.86 | 412 | 1.48 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 6,202 | -12.92 | 240 | 0.42 | ||||
| 2025-05-02 | 13F | Parcion Private Wealth LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-26 | NP | EVTTX - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund Service Class Shares | 2,008 | -6.34 | 78 | 16.67 | ||||
| 2025-08-26 | NP | EVGLX - The E-Valuator Growth (70%-85%) RMS Fund Service Class Shares | 20,624 | -54.66 | 800 | -43.05 | ||||
| 2025-08-26 | NP | EVCLX - The E-Valuator Conservative (15%-30%) RMS Fund Service Class Shares | 2,083 | -14.94 | 81 | 6.67 | ||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 6,204 | -0.89 | 241 | 14.29 | ||||
| 2025-07-28 | 13F | Morris Financial Concepts, Inc. | 2,486 | -8.97 | 96 | 5.49 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 0 | -100.00 | 0 | |||||
| 2025-05-14 | 13F | Capital Analysts, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 11,849 | -64.94 | 459 | -59.67 | ||||
| 2025-04-21 | 13F | LifeGoal Wealth Advisors | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 161,595 | -46.72 | 6,265 | -38.66 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 4,543 | -2.11 | 176 | 12.82 | ||||
| 2025-08-26 | NP | EVMLX - The E-Valuator Moderate (50%-70%) RMS Fund Service Class Shares | 15,957 | -8.26 | 619 | 15.30 | ||||
| 2025-07-14 | 13F | Narus Financial Partners, LLC | 11,194 | -4.08 | 434 | 10.18 | ||||
| 2025-04-11 | 13F | Insight Advisors, LLC/ PA | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 12,141 | -89.24 | 471 | -87.64 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 21,555 | -22.92 | 836 | -11.26 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 17,014 | -83.53 | 660 | -81.06 | ||||
| 2025-05-14 | 13F | Susquehanna International Group, Llp | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 42,446 | -0.22 | 1,646 | 13.84 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 10,142 | -4.43 | 393 | 10.08 | ||||
| 2025-05-14 | 13F/A | Waddell & Associates, Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-21 | 13F | Fortis Capital Advisors, LLC | 9,038 | -3.83 | 350 | 10.76 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 184 | -23.65 | 7 | -12.50 | ||||
| 2025-08-14 | 13F | Ariadne Wealth Management, LP | 9,795 | -20.62 | 393 | -11.69 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 68,887 | -0.57 | 2,671 | 14.44 | ||||
| 2025-08-06 | 13F | Horizon Investment Services, LLC | 19,511 | -3.00 | 756 | 11.67 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 89,435 | -24.11 | 3 | 0.00 | ||||
| 2025-05-09 | 13F | GeoWealth Management, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | White Wing Wealth Management | 58,086 | -3.44 | 2,252 | 10.13 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 97,278 | -0.87 | 4 | 0.00 | ||||
| 2025-07-31 | 13F | Longview Financial Advisors, Inc. | 25,436 | -2.18 | 986 | 12.69 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 35,328 | -0.29 | 1,370 | 14.75 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 340,583 | -0.01 | 13,204 | 15.11 |
